As AI shifts from training to inference, investors are increasingly focused on infrastructure, memory, optics and power, where physical constraints are driving durable demand.
The transition from copper to optical networking and rising AI energy needs are creating tailwinds for semiconductor, fiber optic and grid infrastructure companies.
Despite software volatility in 2026, the WisdomTree Artificial Intelligence and Innovation Fund maintains balanced exposure to both AI infrastructure leaders and enterprise software platforms positioned for long-term adoption.
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By Christopher Gannatti, CFA
Same Theme, Different Maps
Artificial intelligence, at its core, is a physics problem. It needs memory that moves data fast enough to keep transformers fed. It needs interconnects that can carry information across distances
