Arm Holdings (ARM -1.36%) plays a quieter but important role in the AI ecosystem.
Arm licenses energy-efficient CPU designs used in smartphones, servers, and increasingly, AI data centers. As AI models like ChatGPT scale, power consumption has become a major constraint, and Arm's architecture helps reduce energy usage. Arm also announced plans for its first in-house processor, the Arm AGI CPU, with OpenAI as one of the launch customers.
Microsoft is also one of Arm's customers, using its designs in cloud-focused processors such as Cobalt. Arm has historically earned revenue through licensing and royalties, meaning its growth is tied to how widely its designs are adopted.
For investors, Arm offers exposure to AI growth without relying solely on GPU demand.
AI ETFs with exposure to ChatGPT-related companies
Investors who don't want to pick individual stocks can use ETFs to gain diversified exposure to AI and generative AI technology.
While no ETF owns ChatGPT directly, several hold companies closely tied to its growth.
1. Invesco AI and Next Gen Software ETF