Is there an app that invests in AI data center and infrastructure stocks for me?

I'm Chris, one of the co-founders of Autopilot. The most common version of this idea is buy the picks and shovels rather than the miners. Four Pilots here run versions of it, and they disagree about which layer is the good one, which is the useful part.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

What the theme is

Training and running AI models consumes compute, and compute consumes power, cooling, networking, land and construction. That chain is almost entirely public companies, which is unusual for a technology theme and the reason this one is investable at all.

The disagreement is about where in the chain the money ends up: the chips, the equipment that makes the chips, the optics and networking, the power generation and grid, or the operators who build and lease the capacity.

The Portfolios on Autopilot, and what each says it does

AI Data Center Capex, from a Pilot called Atlas, is described as a high-conviction twenty-stock Portfolio targeting the capacity-constrained parts of the build-out: optics, power, packaging and the equipment behind them. Its description puts the thesis in one line: the market bought the best-known chip company, and this Portfolio buys everything that company needs.

AI Infrastructure, from Daniel Koss, is described as built on the view that inference demand is entering a multi-year structural supply deficit, driven by modality shifting toward video and physical-world models, compute distributing to edge devices, autonomous agents replacing human-in-the-loop workflows, and latency compression. Its stated sources are company filings, earnings calls, industry podcasts, research and first-principles analysis.

AI Factories, from Michael Sikand, is described as owning the companies supplying GPU compute, power and data center capacity, with positions sized by AI revenue conversion, contracted megawatts and power cost efficiency.

Watts & Wafers from Molly Cantillon takes the power-and-semiconductors angle, and the AI Bottleneck Portfolio from Prof. Harold Tan targets the scarce infrastructure layer specifically.

Why a Portfolio rather than one stock

Buying one company in a theme is a bet on that company. Themes usually play out across a supply chain, and the winner at the start often isn't the winner at the end. A Portfolio spreads the bet across the chain and keeps it current as the Pilot's view changes.

That doesn't make it safer in the sense people mean. Everything in one theme moves together, so a theme Portfolio is closer to one position than to a diversified portfolio, and should be sized that way.

The risk, said plainly

This is the most crowded theme in the market, which means expectations are already high and disappointment is expensive.

The whole chain depends on capital spending by a small number of very large buyers. If those budgets change, everything downstream moves at once, regardless of how well any individual company is run.

And several of these Portfolios hold the same underlying exposure expressed differently. Following two of them is not diversification.

How following works

You pick the Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

Is there an app that invests in AI infrastructure stocks for me?

Autopilot has several AI infrastructure Portfolios from independent Pilots, held in the brokerage account you already have. They differ on which layer of the chain they think gets paid.

AI data center portfolio app

One Portfolio targets optics, power and packaging; another is built on an inference supply-deficit thesis; another sizes by contracted megawatts and power efficiency. Read each description before choosing.

How do I invest in AI infrastructure?

Through the public supply chain: chips, equipment, optics, power, cooling and the operators building capacity. A Portfolio holds a slice of that chain and keeps it current.

picks and shovels AI portfolio

That's the shared idea behind these Portfolios: own what the AI build-out has to buy rather than the best-known names. They disagree about which layer that is.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

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Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

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For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Portfolios described are published by independent Pilots and managed by Autopilot Advisers, LLC. The companies referenced are not affiliated with Autopilot and have not endorsed it. Concentrated thematic strategies carry heightened risk of loss, and multiple Portfolios within one theme may hold overlapping exposure. Fee amounts are quoted from Form CRS dated February 2026 and may change.