New Delhi, Nov. 15 -- Trouble within artificial intelligence major Nvidia and potential shift in policy towards data centres by Democratic leaders in the United States is expected to reshape the sector, investment experts told CNBC.

Speaking to the channel on its 'ETF Edge' segment, experts said the Nvidia fiasco and Democrat-led limits on data-center construction could redirect AI investment towards other chipmakers and Big Tech firms with available computing capacity.

According to Dave Mazza, CEO of Roundhill Investments, which manages the Magnificent Seven ETF, while investors may be looking for areas outside of Big Tech, the environment is such that "net-net Big Tech ends up as the winner once again".

How so? He noted that when it ...