View all WisdomTree insights in the AI category.
A slower AI buildout could ease financing pressures on technology companies, while reduced trade uncertainty may support equities abroad. Sam Rines, Bradley Krom and Kevin Flanagan assess how the election could affect infrastructure spending, Treasury borrowing and portfolio positioning through 2028.
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The AI buildout’s next constraints could be power, land and advanced packaging, while reasoning and software agents could broaden demand beyond model training. Christopher Gannatti examines four themes from Nvidia CEO Jensen Huang’s account of the AI economy and their potential implications for investors.
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Meta’s Muse moved from an unreliable prototype to a consumer launch in about seven months, with launch readiness measured against more than 100 agent behaviors. Christopher Gannatti examines what Meta’s approach reveals about reliability, compute demand and the economics of agents at scale.
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AI investing is shifting from tracking who spends to assessing who gets paid, and who must borrow to keep up. Christopher Gannatti explains how the rebalance of the WisdomTree Artificial Intelligence and Innovation Index changes the exposure of the WisdomTree Artificial Intelligence and Innovation Fund (WTAI), including its allocation to AI platforms, scarce suppliers and companies whose valuations leave little room for error.
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Micron’s latest results point to a memory market where supply remains constrained even as manufacturers spend more on capacity. Christopher Gannatti examines how AI demand and long-term customer agreements may reshape the traditional memory cycle.
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The White House’s new AI accord sets out voluntary safety measures without penalties, as the administration frames AI as a source of national capability. Christopher Gannatti examines what the agreement may signal about the political debate over AI and the regulatory backdrop for the WisdomTree Artificial Intelligence and Innovation Fund (WTAI).
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More than 300 data center restrictions have fueled concerns that the U.S. AI infrastructure buildout could stall. Chris Gannatti examines project-level evidence suggesting the current impact is more limited: moratoriums are adding friction and changing where projects get built, while favoring developers that can navigate permitting, power and community needs.
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AI-related capital spending has reached roughly $6 trillion, yet remains well short of the 25% of GDP threshold associated with major historical technology-cycle breaks. Chris Gannatti examines what 250 years of technology booms suggest investors should monitor as AI infrastructure spending continues.
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Frontier AI labs could absorb roughly 40% to 50% of incremental global compute additions in 2027, intensifying pressure across chips, memory, power and infrastructure. Chris Gannatti examines how Dylan Patel’s AI compute framework connects to companies across the supply chain and the WisdomTree Artificial Intelligence and Innovation Fund (WTAI).
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NVIDIA’s revenue grew roughly 22-fold from fiscal 2018 to fiscal 2026, years after the foundational research behind today’s AI boom first appeared. Chris Gannatti and Sam Rines examine whether quantum computing could be experiencing a similarly quiet period when paying attention matters most.
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NVIDIA’s August 2026 results offer a revealing snapshot of the AI buildout, with bottlenecks shifting toward memory, power and advanced packaging even as demand broadens beyond traditional hyperscalers. Chris Gannatti examine what these trends could mean for AI infrastructure spending and for the WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree U.S. Quality Growth Fund (QGRW).
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