
Big Tech is in the middle of the most ambitious infrastructure buildout in its history, with hyperscalers projected to spend roughly US$805 billion on AI and cloud infrastructure in 2026. That capex feeds the chipmakers, powers the cloud, and expands the surface area defended by cybersecurity platforms, with AI as the thread running through all four.
The Evolve NASDAQ Technology Index Fund (QQQT) and the Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY) sit at the intersection.
Read the breakdown on the @EvolveETFs blog: evolveetfs.com/2026/05/ai-chi…

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