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VegaShares Announces Launch of the AI Inference ETF (CGPT) and the AI Thermal, Cooling & Power Management ETF (COOL)

CGPTCOOL
  • VegaShares launched two new thematic ETFs: the AI Inference ETF (NASDAQ: CGPT) and the AI Thermal, Cooling & Power Management ETF (NASDAQ: COOL).
  • CGPT targets companies producing chips, networking, and memory hardware used for running trained AI models in production.
  • Inference infrastructure is highlighted as a distinct investment case because revenue scales with model usage rather than the number of models built.
  • Morgan Stanley analysis suggests the AI inference market could represent a larger opportunity than the initial AI training market.
  • CGPT top holdings include Cerebras Systems (9.0%), Credo Technology (8.5%), Astera Labs (8.0%), NVIDIA (7.5%), and Cambricon Technologies (7.0%).
  • COOL targets global companies generating revenue from cooling, power delivery, and thermal management systems required for high-density AI data centers.
  • McKinsey reports that spending on liquid cooling equipment is projected to grow 45% to 50% annually through 2030.
  • COOL top holdings include Vertiv Holdings (9.5%), Asia Vital Components (9.0%), Jentech Precision (8.5%), Auras Technology (7.0%), and Sunonwealth Electric (6.0%).
  • Both funds focus on specific layers of the AI buildout infrastructure situated beneath the application layer.
  • VegaShares specializes in derivatives-based ETFs & innovative investment strategies developed by institutional experts.
  • Investors are warned of risks including technology hardware, datacenter, semiconductor, foreign securities, & concentration risks.
  • The funds are series of Tidal Trust IV, exchange-traded, & distributed by Foreside Fund Services, LLC.
  • Holdings for both funds are subject to change.