EXCLUSIVE: VOLT ETF Taps $7 Trillion Electrification Boom Fueled By AI Power Demand
Most people associate AI investing with semiconductors like Nvidia Corp. (NASDAQ:NVDA) or cloud giants like Microsoft Corp. (NYSE:MSFT). But beneath the surface, there’s a less obvious story: the immense power required to support this innovation.
As U.S. power demand is projected to surge at an annual rate of 2.5%, a $7 trillion investment windfall is on the horizon fueled by the sweeping infrastructure overhaul required to sustain AI breakthroughs, digital asset mining, and next-generation mobility innovations.
In an exclusive interview with Benzinga on Thursday, Maurits Pot, CEO and co-founder of Tema ETFs, introduced the newly launched Tema Electrification ETF (NYSE:VOLT), the world’s first fund dedicated to the infrastructure powering modern technology.
Why Power Demand Is Surging
The U.S. power grid has been largely neglected for decades, but the electrification era is creating a surge in electricity consumption that hasn’t been seen since the 1990s.
Several megatrends are at play:
- AI is energy-hungry: AI data centers consume seven times more power than traditional facilities, according to Tema ETFs. With generative AI and machine learning applications proliferating, power requirements are expected to soar.
- Aging infrastructure: Approximately 70% of U.S. transmission …
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