The Globe and Mail reports in its Friday edition that as Wall Street's love affair with artificial intelligence cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products. A Reuters dispatch to The Globe says that after huge gains in recent years, shares in AI tech giants such as Alphabet and Amazon have suffered sharp declines as investors worry returns from their massive investment in developing smarter AI systems will not justify such lofty valuations. To profit from that spending spree, investors are focusing on the companies getting the cheques -- chipmakers, data-centre builders and utility companies providing the physical nuts and bolts behind the AI revolution. Many such stocks, including Caterpillar, optical communications provider Lumentum Holdings and data-storage company Western Digital have posted double-digit gains this year. That performance is spurring exchange-traded fund providers such as BlackRock, VistaShares and Impax Asset Management PLC to rejig their offerings and launch new products, with some betting on a diverse -- and increasingly niche -- roster of AI infrastructure plays.