"If You Want to Invest in Power, Cloud, or Network as You Wish"... Spotlight on RISE AI Infrastructure ETF

As the artificial intelligence (AI) industry rapidly expands, the importance of the entire infrastructure supporting it-including power, data processing, and networks-is also growing. Experts advise that, rather than investing broadly across the AI theme, it is important to distinguish which areas within the actual AI operation process you want to invest in.

KB Asset Management announced on January 22 that by utilizing the 'RISE AI Infrastructure Trio,' investors can target each of the core elements driving the AI industry: power, cloud, and network.

With the competition to expand AI data centers intensifying, the power infrastructure sector is emerging as the first area of focus. The 'RISE Power Infrastructure ETF' invests in companies expected to benefit from the global expansion of power facility investments, focusing on the surging demand for electricity and the replacement of aging power grids. Amid the US-China technological rivalry and the exclusion of Chinese equipment, the outlook is brightening for domestic power equipment companies with both technological prowess and production competitiveness.

The second sector is cloud infrastructure specialized for AI computation. In November last year, KB Asset Management launched the 'RISE US AI Cloud Infrastructure ETF,' the first domestic product to focus on Neo Cloud companies. Neo Cloud refers to next-generation cloud systems designed exclusively for AI. These clouds provide ultra-high-performance computing environments based on NVIDIA GPUs, tailored to the explosive growth in AI training and inference.

Lastly, attention should be paid to connectivity infrastructure that can resolve network bottlenecks occurring during AI proliferation. The 'RISE Network Infrastructure ETF' focuses on ultra-fast, low-latency network infrastructure, which is cited as another bottleneck in the AI era. As advanced network technology is essential to connect tens of thousands of GPUs as if they were a single system, the investment value of this product is considered even higher.

According to fund evaluation firm FnGuide, the 3-month and 6-month returns of the 'RISE Network Infrastructure ETF' were 37.74% and 100.20%, respectively.

Lee Joonseok, Head of ETF Marketing at KB Asset Management, stated, "As the AI industry becomes more sophisticated, power, cloud, and network infrastructure are no longer optional but essential elements. The 'RISE AI Infrastructure Trio' is a solid mid- to long-term investment alternative that enables diversified exposure throughout the entire AI growth process."