View all WisdomTree insights in the Artificial Intelligence category.
The next phase of the AI trade may not be AI itself. It could be the quantum infrastructure required to make fault-tolerant computing possible. Christopher Gannatti and Samuel Rines explain why the little-known “decoder problem” could create new demand across many of the same companies already powering today’s AI boom.
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The race for Physical AI will not be won by software alone. It will depend on who can build the robots, drones, and components powering the next industrial era. Christopher Gannatti makes the case that while the U.S. still trails China in manufacturing scale, accelerating investment, policy support, and vertical integration are beginning to reshape the competitive landscape.
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AI's next bottleneck isn't processing power. It's the memory and networking infrastructure needed to move and process data at scale. Christopher Gannatti explains why investors should distinguish between broad AI exposure and targeted exposure to the hardware constraints increasingly shaping AI performance and investment spending.
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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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AI is beginning to generate real-world action, powering everything from autonomous vehicles to intelligent factories. Christopher Gannatti introduces the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN) as a way for investors to access this rapidly expanding opportunity set.
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AI’s biggest challenge may no longer be intelligence—it’s physics. Christopher Gannatti explains why the most durable opportunities in AI are emerging across memory, power and optical infrastructure, while software monetization remains a longer-term question.
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Nvidia’s GTC has grown from 1,500 attendees to approximately 30,000, reflecting its central role in the AI economy. Christopher Gannatti explains how Nvidia’s shift toward inference-driven infrastructure and platforms like the WisdomTree U.S. Quality Growth Fund (QGRW) may reshape how investors access the next phase of AI growth.
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The cybersecurity market is evolving, with cloud security having become standard and AI models and systems introducing new risks. Christopher Gannatti and Elvira Kuramshina explain how The WisdomTree Team8 Cybersecurity Index reflects this shift by retiring Cloud Security and introducing AI Security as a new theme, capturing emerging threats, rapid AI adoption, and the rise of specialized security solutions.
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A single dog’s cancer diagnosis shows how AI can turn biology into a data problem, reshaping what’s possible in medicine. Christopher Gannatti explains how this shift reframes AI investing—spanning everything from mega-cap tech to bio-revolution breakthroughs.
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AI has evolved into a complex system, where infrastructure, memory, software and security each play a defining role. Chris Gannatti and Blake Heimann analyze the WisdomTree Artificial Intelligence & Innovation Index’s November 2025 rebalance, highlighting five pillars that reflect a maturing AI ecosystem and a strategy focused on real enterprise adoption and revenue leverage.
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The future of intelligence may not just grow; it could compound a billion-fold. Christopher Gannatti explains why Jensen Huang sees AI not as a job killer but as a generative force unlocking new industries, new work and trillions in economic output.
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Casey’s, a Midwest-based chain of convenience stores and pizza shops, is delivering standout results with earnings per share up 19% and same-store sales growth across the board. Christopher Gannatti and Samuel Rines unpack how AI-driven decision-making is giving this unassuming operator a competitive edge.
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