{"id":42180,"date":"2025-08-04T06:12:07","date_gmt":"2025-08-04T06:12:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/42180\/"},"modified":"2025-08-04T06:12:07","modified_gmt":"2025-08-04T06:12:07","slug":"position-your-portfolio-for-the-ai-decade","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/42180\/","title":{"rendered":"Position your portfolio for the AI decade"},"content":{"rendered":"<p><img width=\"1200\" height=\"675\" src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/08\/AI-man-1200x675.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"A man has computer-generated images rushing through his head indicating an AI (Artificial Intelligence) concept of a communication network.\" decoding=\"async\" fetchpriority=\"high\"  \/><\/p>\n<p>Image source: Getty Images<\/p>\n<p><a href=\"https:\/\/www.fool.com.au\/investing-education\/ai-shares-asx\/\" rel=\"nofollow noopener\" target=\"_blank\">Artificial intelligence (AI)<\/a> isn&#8217;t just another tech buzzword\u2014it&#8217;s shaping up to be the most transformative force since the rise of the internet. If you&#8217;re using Google, interacting with customer service chatbots, shopping with Coles online, or scrolling Instagram, chances are you&#8217;re already engaging with AI-powered systems. That raises an important question: If AI is embedded in your daily life, shouldn&#8217;t it also have a place in your investment portfolio? <\/p>\n<p> AI: From Silicon Valley to your supermarket <\/p>\n<p>This isn&#8217;t just hype. The world&#8217;s biggest companies are making AI a strategic priority and backing it with serious dollars.<\/p>\n<p>Microsoft Corp (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/nasdaq-msft\/\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ: MSFT<\/a>) revealed capital expenditure will exceed US$30 billion on AI in the next fiscal year, with a major portion going toward AI infrastructure. Meta Platforms Inc (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/nasdaq-meta\/\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ: META<\/a>) is going even bigger, forecasting over US$60 billion alone to power its AI ambitions.<\/p>\n<p>Most of that capex is going into data centres, server farms, and specialised chips essential for training and running large AI models. Google parent Alphabet Inc (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/nasdaq-goog\/\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ: GOOG<\/a>) made it plain: its spending is &#8220;primarily&#8221; focused on supporting AI workloads.<\/p>\n<p>These aren&#8217;t one-off bets. This is long-term infrastructure, signalling that AI is not just a feature, but the foundation of what comes next.<\/p>\n<p>And it&#8217;s not just US tech giants. Right here in Australia, businesses from Coles Group Ltd (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/asx-col\/\" rel=\"nofollow noopener\" target=\"_blank\">ASX: COL<\/a>) to Pro Medicus Ltd (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/asx-pme\/\" rel=\"nofollow noopener\" target=\"_blank\">ASX: PME<\/a>) are incorporating AI tools to improve operations, from customer experience in stores to medical imaging in hospitals. Governments, too, are investing in national AI strategies, recognising the competitive and economic stakes.<\/p>\n<p> Why investors can&#8217;t afford to ignore this <\/p>\n<p>History tells us that missing a foundational technology shift\u2014like the internet in the 1990s or smartphones in the 2010s\u2014can mean missing out on the lion&#8217;s share of market gains over the following decade. AI appears to be one of those rare shifts. <\/p>\n<p>AI isn&#8217;t just creating new winners; it&#8217;s redefining entire industries. Healthcare, finance, logistics, media, defence, and even agriculture are being reshaped by predictive algorithms and natural language processing. With productivity and automation at stake, adoption is accelerating.<\/p>\n<p>The risk, then, may not be in investing in AI but in being left behind.<\/p>\n<p> How to gain exposure without picking winners <\/p>\n<p>Of course, investing in cutting-edge tech companies comes with risk. Not every AI-focused business will succeed. That&#8217;s why many investors choose a diversified approach through exchange-traded funds (ETFs).<\/p>\n<p>ETFs such as:<\/p>\n<p>  BetaShares Global Robotics and Artificial Intelligence ETF (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/asx-rbtz\/\" rel=\"nofollow noopener\" target=\"_blank\">ASX: RBTZ<\/a>)<br \/> Global X Artificial Intelligence ETF (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/asx-gxai\/\" rel=\"nofollow noopener\" target=\"_blank\">ASX: GXAI<\/a>)<br \/> Global X FANG+ ETF (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/asx-fang\/\" rel=\"nofollow noopener\" target=\"_blank\">ASX: FANG<\/a>) \u2013 which includes heavyweights like Microsoft and Nvidia Corp (<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/nasdaq-nvda\/\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ: NVDA<\/a>)   <\/p>\n<p>\u2026allow investors to back the AI trend while spreading risk across a basket of global leaders.<\/p>\n<p>These ETFs offer exposure to companies at the forefront of machine learning, automation, data analytics, and robotics\u2014without having to bet on just one winner.<\/p>\n<p> Foolish Thoughts <\/p>\n<p>The AI boom may just be getting started. While no one can predict the future, we do know this: the businesses investing in AI today are shaping tomorrow&#8217;s economy. For long-term investors, participating in that transformation \u2014 thoughtfully and with diversification \u2014 might just be one of the smartest moves of the decade.<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images Artificial intelligence (AI) isn&#8217;t just another tech buzzword\u2014it&#8217;s shaping up to be the most&hellip;\n","protected":false},"author":2,"featured_media":42181,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,6166,105],"class_list":{"0":"post-42180","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-australia","13":"tag-editors-choice","14":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/42180","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=42180"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/42180\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/42181"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=42180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=42180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=42180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}