MSCI has introduced a new series of indexes focused on the AI supply chain, enabling institutional investors to make targeted allocations across specific segments including physical infrastructure, digital infrastructure, and AI applications. The launch responds to growing demand for precise exposure by industry, market capitalization, and geography, moving beyond broad sector bets to allow more sophisticated hedging strategies. Bain & Company estimates that supporting current AI infrastructure buildout will require approximately $6 trillion in annual revenue by 2031, while known AI applications may generate only $1.2 trillion. This projected gap highlights significant opportunities for Wall Street to develop additional AI-related financial instruments and risk management tools as the sector matures.