Intel Tops AI Infrastructure ETFs Gaining 58.4% in 2025 and $7.9B Inflows
Investors are targeting AI infrastructure firms like Intel, a top holding in VistaShares’ Artificial Intelligence Supercycle ETF that returned 58.4% in 2025 and is up 16.87% year to date. BlackRock’s A.I. Innovation and Tech Active ETF allocates 74% of its $8.8 billion into infrastructure plays including Intel, drawing $7.9 billion net inflows.
1. Shift to AI Infrastructure ETFs
Following declines in AI tech giants, investors have pivoted to the physical enablers of AI deployments, boosting demand for chipmakers like Intel. This shift is driving ETF providers to launch or reorient funds around data-center builders, semiconductors and utility firms.
2. VistaShares’ Artificial Intelligence Supercycle ETF Performance
Launched in December 2024, the ETF returned 58.4% in 2025 and 16.87% year to date, with Intel among its largest chipmaker holdings alongside SK Hynix and Micron.
3. BlackRock's A.I. Innovation and Tech Active ETF Allocation
BlackRock has increased its AI infrastructure weighting from 59% to 74% of its $8.8 billion portfolio, holding Intel alongside Nvidia and others, which has driven $7.9 billion in net inflows over the past year.
4. Implications for Intel
Growing allocations in major ETFs enhance Intel’s visibility among institutional investors, potentially supporting its stock performance as AI spending ramps up. Continued inflows into infrastructure-focused funds could boost demand for Intel’s data-center and AI-specific chips.