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The fastest revenue ramp in tech history, and the infrastructure buildout behind it
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Blake Heimann
Blake Heimann

The fastest revenue ramp in tech history, and the infrastructure buildout behind it

Leading AI labs are scaling revenue at an unprecedented pace, but this growth depends on a vast physical infrastructure buildout. From semiconductors and servers to networking, power and data centres, a multi-year investment cycle is reshaping the AI value chain. Discover how the WisdomTree AI Infrastructure UCITS ETF provides exposure to the companies enabling AI at scale.

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Artificial Intelligence
Physical AI in China: three companies, three paths
physical-ai-1.png
Baoqi Zhu
Baoqi Zhu

Physical AI in China: three companies, three paths

Physical AI is beginning to move from concept to commercial deployment, with applications increasingly appearing in factories, transport networks and industrial automation systems. China is playing an important role in this trend, supported by its manufacturing ecosystem, hardware supply chain and growing group of robotics companies. This blog looks at three Chinese companies, UBTech, Pony AI and Shenzhen Dobot, which illustrate different paths to physical AI adoption across humanoid robotics, autonomous mobility and smart manufacturing.

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Artificial IntelligenceMegatrends
Nasdaq's best month in 23 Years and the tech themes that beat it
thematics-26.webp
Ayush Babel
Baoqi Zhu
Blake Heimann
Elvira Kuramshina
Ayush Babel, Baoqi Zhu, Blake Heimann, Elvira Kuramshina

Nasdaq's best month in 23 Years and the tech themes that beat it

The Nasdaq-100 recorded its strongest monthly performance in over 23 years, but the underlying story extends beyond the headline index. A range of technology themes, spanning AI, robotics, and quantum computing, are gaining momentum, with several innovative companies and thematic strategies outperforming the Nasdaq-100 in April. This broadening opportunity set highlights how growth is being increasingly driven by diverse and emerging areas across the tech landscape.

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MegatrendsArtificial IntelligenceQuantum computingQuality Growth
What’s hot: CPUs Return to the AI Spotlight
ai-1.jpg
Baoqi Zhu
Baoqi Zhu

What’s hot: CPUs Return to the AI Spotlight

Recent rallies in AMD and Intel have brought CPUs back into the AI infrastructure debate. While GPUs remain the central engine for AI training and inference, the next phase of AI workloads may require much more supporting compute around GPU clusters. Agentic AI involve more planning, routing, tool calls, code execution, verification and data movement, many of which are CPU-intensive tasks. This suggests the AI semiconductor opportunity is broadening beyond GPUs and CPUs could be the next bottleneck of AI Infrastructure. 

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Artificial IntelligenceMegatrends
Humanoid robots could drive new demand for critical minerals
ai-3.jpg
Baoqi Zhu
Baoqi Zhu

Humanoid robots could drive new demand for critical minerals

Humanoid robots could become a new source of demand for critical minerals. This blog outlines which minerals matter most for humanoids, why recent AI progress is making large-scale deployment more plausible, and what that could mean for supply chains, project lead times, and geopolitics.

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Artificial IntelligenceEnergy Transition MetalsMegatrends
Capex, capacity, compute: What Q3 signals for AI
ai-2.jpg
Baoqi Zhu
Baoqi Zhu

Capex, capacity, compute: What Q3 signals for AI

Q3 earnings across the artificial intelligence (AI) stack highlight ongoing tightness in advanced-node supply, with memory and connectivity emerging as key bottlenecks to deployment. Buyers are increasing capital expenditure into 2026 and locking in compute capacity through multi-year contracts. Meanwhile, cloud growth has remained resilient and early signs of software monetisation have begun to appear. This blog explores what these developments could mean for the next phase of AI investment.

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Artificial IntelligenceMegatrends
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