AI demand lifts global infrastructure and BNY ETF

Rising demand for artificial intelligence is increasing spending on data centers, networks, power and related assets and has coincided with gains at the BNY Global Infrastructure Income ETF (BKGI). The fund’s net asset value rose 11.77% through April 28, 2026, and the ETF reported a 4.91% annualized dividend yield as of March 31, 2026.

Investment activity tied to AI has spread beyond core technology companies. With large tech firms expanding AI operations and more businesses integrating AI into workflows, capital is flowing into the infrastructure that supports computing and data transmission.

BKGI is an actively managed fund that takes a global approach to infrastructure exposure. Holdings reported as of January 31, 2026, show positions in the United States and notable weightings in France, Italy and Canada. The fund includes traditional infrastructure sectors such as utilities, industrials and energy alongside healthcare, real estate and communication services.

The fund’s managers point to a broader sector mix as a way to capture revenue streams linked to AI deployment while diversifying exposure across countries and industries. Active management and an international footprint separate BKGI from funds that limit holdings to traditional infrastructure categories or to a single country.

Early investment in AI was concentrated in technology firms. Analysts and financial advisers recommend combining direct technology exposure with complementary infrastructure holdings to access related spending and potential income from those assets.

Performance figures and holdings dates in this report are company-reported: the NAV change is through April 28, 2026, the dividend yield is as of March 31, 2026, and the geographic and sector exposures are based on holdings reported January 31, 2026.