According to the latest September 2026 trading data from MEXC, four key AI infrastructure sectors saw explosive growth in tokenized U.S. stock trading: semiconductors and memory (100% growth), optical communications and networking (99% growth), power and energy equipment (96% growth), and computing infrastructure and data centers (91% growth). These sectors outpaced the broader market, with AI-related assets as a whole growing by 88% month-over-month, significantly higher than the 63% growth seen in non-AI tokenized assets.
This data underscores a major trend in the 2026 market: crypto traders are no longer just speculative on software, but are increasingly using 24/7 digital asset platforms to gain exposure to the physical hardware required for the AI boom. AI-related companies accounted for six of the top 10 most-traded tokenized U.S. stocks and ETFs during the month, representing 59% of the total volume among the leaders. Specifically, semiconductor and memory-related assets dominated the futures market, occupying half of the top 10 spots by volume.
For US-focused investors, this shift highlights the growing importance of the 'TradFi-Crypto convergence.' As the demand for AI cloud services and chip design accelerates, tokenized versions of these stocks are providing a high-liquidity bridge for global investors. The fact that power and energy equipment grew by 96% suggests that traders are pricing in the massive energy requirements of next-generation data centers, a sentiment that often mirrors the energy-intensive nature of Bitcoin mining and infrastructure.
Looking ahead, the concentration of 48% of total tokenized stock volume in AI assets suggests that the 'AI narrative' has become the primary driver of retail and institutional interest on digital platforms. Investors should watch the upcoming Q4 2026 earnings reports for major semiconductor and energy firms, as the tokenized markets on platforms like MEXC are increasingly acting as a leading indicator for sentiment in the traditional NASDAQ and NYSE markets. As we move closer to 2027, the integration of these real-world assets into the crypto ecosystem is likely to attract further regulatory scrutiny and institutional liquidity.