Energy Fund With a 13% Dividend Yield: Midstream is the AI Winner
The $3 Trillion Supercycle: Why Midstream is the Hidden AI Winner
Wall Street is currently fixated on the front end of the AI revolution. Everyone is chasing the newest chips and the latest software models, but very few are looking at the massive physical bottleneck that makes it all possible: the power grid.
As a dividend investor, I am always looking for the style of businesses that generate consistent cash flow regardless of market hype. This is why NextGen Infrastructure Income Fund NXG 0.00%↑ has landed on my radar.
Over the last three years, NXG has crushed the S&P 500 SPY 0.00%↑ in total return.
The fund offers a massive 12.8% dividend yield, distributed on a monthly basis. For those of us focused on building a cash flow lifestyle, this represents a unique opportunity to turn the AI infrastructure supercycle into a tangible monthly paycheck. Instead of waiting for speculative price growth, we are positioning ourselves as the “landlords” of the digital age, owning the power plants and data storage facilities that Big Tech is now forced to rent.
Why Dividend Investors Should Pay Attention
Modernized Yield: Unlike traditional funds tied to legacy assets, NXG focuses on the “infrastructure of tomorrow,” including cloud data, wireless, and renewable energy.
Inelastic Demand: Big Tech companies like Microsoft MSFT 0.00%↑, Meta Platforms META 0.00%↑, and Amazon AMZN 0.00%↑ require massive amounts of power to run AI operations, making infrastructure an essential, non-negotiable expense for them.
High Monthly Cash Flow: With a 12.8% starting yield paid out monthly, investors can generate a supplemental stream of income to support lifestyle expenses or reinvest for a snowball effect.
Indirect AI Participation: This fund allows you to profit from the growth of AI and data centers through the utility and energy companies that provide the necessary power and cooling.
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Catalysts for Future Growth
Traditional infrastructure funds are often weighted down by slow-moving legacy assets like toll roads and bridges. While those are reliable, they do not capture the explosive growth we are seeing in the tech sector. NXG takes a modernized approach by focusing on NextGen assets, specifically the power and data connectivity that AI requires to function.
The growth story here is backed by massive capital requirements.
