Portfolio review - mid term AI exposure

I'm trying to build a short mid-term ( 3-5 years) ETF portfolio around what I see as the core enablers of the AI revolution, rather than investing only in AI software companies. The amount to be invested would be around 20k euros in lump sum with t212. My thesis is that AI growth will require massive investments in: Data centers (physical infrastructure) Semiconductors (compute power) Energy generation and distribution (the biggest bottleneck) Digital infrastructure and connectivity. Potentially