

NVIDIA's $12.9B Hugging Face deal strengthens its open-source AI push, creating potential opportunities for NVIDIA-heavy ETFs.

The artificial intelligence (AI) boom is creating a bottleneck for the semiconductor industry. As hyperscalers continue spending billions of dollars on AI data centers, the demand for high-bandwidth memory (HBM) used alongside advanced AI processors has surged, diverting production away from smartphones, PCs and other electronics.
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Strive U.S. Semiconductor ETF (SHOC) is a passively managed exchange traded fund launched on October 6, 2022.
AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.
AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.

Institutional investors are becoming more selective on AI and tech. Here are the stocks and ETFs that could help investors follow the smart money.
SEC filings for SHOC aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.