View all WisdomTree insights in the Megatrends category.
China still dominates the global drone market, but the battle is shifting from hardware leadership to supply chain control. Christopher Gannatti explains why U.S. policy and private investment are building a domestic drone ecosystem—and why that transition could create compelling opportunities across the Physical AI value chain.
Read the article
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.
Read the article
The real estate powering AI and digital connectivity is experiencing some of the strongest structural demand trends in the market. Christopher Gannatti and Jonathan Flynn make the case that investors should look beyond traditional REIT exposures and consider the sectors benefiting from long-term technological transformation.
Read the article
Quantum computing just became a national priority, with new executive orders accelerating both innovation and cybersecurity preparedness. Christopher Gannatti explains why these policies could strengthen the long-term investment case for quantum computing and post-quantum security.
Read the article
Quantum breakthroughs keep making headlines, but the same platforms are often behind the biggest advances. Christopher Gannatti explores why the infrastructure providers may be among the most important players in the quantum race.
Read the article
Cheap drones are reshaping warfare and industry alike, with Ukraine targeting production of more than 7 million units in 2026 and governments increasingly treating drones as strategic infrastructure. Christopher Gannatti makes the case that drones—not humanoid robots—could become the first truly mass-market form of physical AI, with implications spanning defense, logistics, agriculture and automation.
Read the article
Nvidia’s multibillion-dollar investments in photonics aren't just fueling AI, they may be quietly building the backbone of future quantum computing. Christopher Gannatti makes the case that companies like Lumentum, Corning, and Cisco could benefit from a long-term quantum infrastructure buildout, even as AI remains the primary driver today.
Read the article
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.
Read the article
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.
Read the article
Quantum computing is no longer just a research story, companies are now linking quantum machines, improving error correction and serving paying customers. Christopher Gannatti examines five pure-play quantum firms and the distinct hardware approaches that could shape the industry's path to commercial scale.
Read the article
The U.S. government just invested $2 billion directly into quantum computing companies, and took equity stakes in return. Christopher Gannatti explains why this shift from grants to ownership could mark a turning point for the commercialization of quantum technology and the investors watching the space.
Read the article
Quantum investing is expanding beyond chips into networking, photonics and security infrastructure. Christopher Gannatti and Elvira Kuramshina explain how the WisdomTree Quantum Computing Fund (WQTM) May 2026 rebalance increases exposure to pure-play leaders while maintaining diversified positioning across the broader quantum ecosystem.
Read the article
