WisdomTree

AI Infrastructure: building the backbone of the digital future

Artificial intelligence (AI) is rapidly reshaping the global economy. As AI models become more capable and AI agents begin to take on a growing share of digital workloads, demand for compute is rising at an unprecedented pace. Behind every AI model query and autonomous workflow sits a vast physical infrastructure layer that enables AI systems to operate. These systems require increasingly complex chips, high-speed connectivity and enormous amounts of electricity to support training and inference at scale. As a result, AI is no longer purely a software story. It is becoming a large-scale, physical infrastructure buildout.

The WisdomTree AI Infrastructure UCITS ETF provides targeted exposure to the companies building and enabling this infrastructure layer.

The AI boom is causing unprecedented demand for infrastructure

As AI adoption accelerates, demand is rising for semiconductors, networking, data centres and power systems that underpin AI workloads. Hyperscalers and AI labs are investing heavily to expand this capacity, driving one of the largest infrastructure buildouts in the history of the technology sector. Taking data centres as an example, the rapid expansion required to keep up with demand is clear:

Global data centre Megawatt (MW) additions (ex-China)

Source: SemiAnalysis AI Datacentre Industry Model, April 2026. ‘Hyperscaler self-build’ refers to large technology companies (Microsoft, Google, Meta) owning and operating their own data centres. ‘Colocation’ refers to a data centre that allows businesses to rent out space for their own servers and networking equipment, with the facility providing power, cooling, security, and connectivity. Forecasts are not an indicator of future performance and any investments are subject to risks and uncertainties.

Structural drivers of AI infrastructure growth

Several long-term forces are accelerating adoption:

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SemiAnalysis is a leading independent research firm specialising in semiconductors and AI infrastructure, with a team of over 25 analysts covering the semiconductor and AI value chain. WisdomTree has partnered with SemiAnalysis for the design and ongoing development of the index, embedding their research insights to identify the companies best positioned to benefit from the scaling of AI infrastructure. Learn more about SemiAnalysis.

Why invest in the WisdomTree AI Infrastructure UCITS ETF

  • Access the companies building the AI economy

    As AI scales globally, demand for compute infrastructure is accelerating across semiconductors, networking, data centres and power systems.

  • Full value chain exposure

    The strategy captures the full breadth of the AI ecosystem, spanning compute, power, networking, semiconductors, and data centre expansion.

  • Designed to capture long-term capital expenditure trends

    AI infrastructure deployment is expected to drive a multi-year investment cycle as hyperscalers and enterprises continue expanding compute capacity.

  • Expert-driven index design

    The strategy has been developed in partnership with SemiAnalysis, a leading independent research firm specialising in semiconductors and AI infrastructure.

Access AI Infrastructure with:

View our related strategy pages for more information on digital AI and AI value chain investing, and physical AI.

ETF Resources

AI Infrastructure investment case

AI Infrastructure investment case

The case for the theme

The case for the theme

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Index Methodology

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