Tortoise AI Infrastructure ETF

TCAI

Market cap $80M

Exceptional Q4 earnings and an impressive end to 2025 for tech leader NVIDIA Corp. NASDAQ: NVDA may indicate that the AI phenomenon isn't slowing down any time soon. Despite fears of a bubble, the AI industry is continuing its rapid expansion to a degree that makes it difficult for just about any sector or industry to ignore.

As Wall Street's love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products.

President Donald Trump announced a rare earths deal with Australia during a White House meeting. Rob Thummel, senior portfolio manager at Tortoise Capital, discusses how the deal could impact markets and why investing in utilities and the underlying infrastructure for AI is a winning bet.

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Tortoise launches TCAI ETF, targets key systems and companies building and enabling the infrastructure that makes AI possible.