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ARTIFICIAL INTELLIGENCE TECHNOLOGY THEMATIC INVESTING INFRASTRUCTURE SEMICONDUCTORS
A Framework for Valuing Bitcoin Miners as AI Infrastructure
Digital Assets Blog

A Framework for Valuing Bitcoin Miners as AI Infrastructure
Bitcoin miners are pivoting to AI infrastructure. VanEck’s framework values the transition by energized power, delivery execution, and tenant quality.

Critical Metals: A.I., Defense, And The Grid Buildout
Natural Resources Blog

Critical Metals: A.I., Defense, And The Grid Buildout
Explore why rare earths and copper are critical to AI, defense and electrification, how supply vulnerabilities are reshaping commodity markets, and what investors should watch in resource equities.

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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NLR
VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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