The future of telecommunications is now and investors are paying attention. With NVIDIA’s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for telecom, AI, and semiconductor ETFs.

Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. “Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:SIXG) to capture this AI-driven telecom revolution,” she told Benzinga.

Nvidia Corp.’s (NASDAQ:NVDA) new deals with T-Mobile Us Inc (NASDAQ:TMUS), MITRE, Cisco Systems Inc (NASDAQ:CSCO), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:BAH) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.

For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Qualcomm Inc (NASDAQ:QCOM), Amazon.com Inc.’s (NASDAQ:AMZN) AWS, Alphabet Inc.’s (NASDAQ:GOOG)(NASDAQ:GOOGL) Google Cloud, Oracle Corp (NASDAQ:ORCL), Cisco Systems, Ericsson and Nokia Oyj (NYSE:NOK) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.

Also Read: Is Nvidia Sitting On The AI Goldmine No One Sees Yet?

ETFs That Stand To Gain

Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.

Outside of that ETF, a number of other ETFs stand to gain from Nvidia’s and the telecom sector’s AI-led transformation:

• Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) targets AI-led innovation across sectors, such as cloud computing and telecommunications.

• VanEck Semiconductor ETF (NASDAQ:SMH) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking.

• iShares U.S. Telecommunications ETF (BATS:IYZ) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:VZ) and T-Mobile.

• ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) contains firms utilizing AI-based connectivity for automation and future mobility.

• First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:PANW) and CrowdStrike Holdings Inc (NASDAQ:CRWD), which will be instrumental in protecting AI-native 6G networks.

The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries.

Jablonski noted, “AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.”

The financial benefit won’t directly touch consumers’ wallets. “In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.”

In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.

But, AI-driven networks may create a divide between telecom and tech giants. “Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,” she noted.

Nvidia’s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:QTUM) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.

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