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Physical AI and AI infrastructure: investing in the next wave of AI growth
Published October 22, 2026
AI’s next chapter is creating investment opportunities across the infrastructure that powers it and the machines that put it to work. This video explores the expanding AI ecosystem, from chips, data centres and power to humanoid robots, autonomous vehicles and smart factories. It also examines how WisdomTree draws on SemiAnalysis’ research expertise for its AI infrastructure strategy and takes an ecosystem approach to physical AI, helping investors look beyond established AI leaders to the companies enabling and deploying these technologies.
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About the contributor
Elvira Kuramshina
Associate Director, Quantitative Research
Elvira has been a member of the WisdomTree Research team since September 2018. With over nine years of experience in the ETF and asset management industry and an academic background in quantitative finance, Elvira combines technical expertise with thematic strategy insights to contribute to thought leadership research and the development of new innovative strategies at WisdomTree. As a lead specialist in thematic strategies, she supports the periodic review and rebalancing of thematic portfolios, delivers quantitative insights, bespoke analysis for clients, strategic thought pieces as well as commentary on market trends and thematic strategies. She also develops comprehensive product collateral designed to support client needs.