Mirae Asset Lists New TIGER US AI Data Center TOP4Plus ETF

Mirae Asset Global Investments announced on December 9 that it will list the "TIGER US AI Data Center TOP4Plus ETF" on the Korea Exchange.

The TIGER US AI Data Center TOP4Plus ETF is a product that focuses investments on 10 core stocks within the artificial intelligence (AI) data center value chain. It selectively includes NeoCloud, a cloud company specializing in AI computation, as well as data center equipment companies.

As of December 5, approximately 65% of the portfolio is concentrated in companies related to NeoCloud, including CoreWeave, IREN, Nebius, and Oracle. NeoCloud, based on its AI computation-specific architecture, has established an advantage over hyperscalers operating general-purpose clouds in terms of GPU utilization, computational speed, and scalability. Leveraging this competitiveness, major companies have recently signed multi-billion dollar AI computation supply contracts with big tech firms.

CoreWeave signed a $142 billion (approximately 200 trillion won) AI data center computing supply contract with Meta in September this year, while Nebius signed a $17.4 billion (approximately 26 trillion won) contract with Microsoft during the same month. IREN also secured a long-term computational infrastructure contract with Microsoft worth about $9.7 billion (approximately 14 trillion won).

Another key feature is the inclusion of multiple AI data center equipment companies. As high-density GPUs generate increased heat, power consumption, and data traffic, demand for network, server, and cooling equipment is rising. The TIGER US AI Data Center TOP4Plus ETF includes Credo Technology Holdings (network), Super Micro Computer (server), and Vertiv (cooling) in its portfolio, reflecting a balanced approach to the value chain.

Kim Namho, Head of Global ETF Management at Mirae Asset Global Investments, said, "The TIGER US AI Data Center TOP4Plus ETF is a product that reflects the latest trends in the AI infrastructure industry," adding, "By balancing NeoCloud and equipment companies, it will be a rational choice for investors seeking long-term growth in the AI industry."

To commemorate the launch of the TIGER US AI Data Center TOP4Plus ETF, Mirae Asset Global Investments is holding a listing event for trading customers. Selected customers who meet the daily trading requirements for the ETF at Eugene Investment & Securities will receive a cultural gift certificate.

This content was produced with the assistance of AI translation services.