A WisdomTree insight by Aneeka Gupta, Baoqi Zhu, Blake Heimann and Elvira Kuramshina translates key CES signals into five investable themes shaping 2026 tech allocation.
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AI infrastructure is scaling physically: Nvidia’s Rubin platform highlights efficiency gains, with networking and memory becoming critical bottlenecks.
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Physical AI is moving into the real economy, led by robotics and autonomous systems, extending AI-driven growth beyond software.
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Energy and materials constraints are rising: SMRs and uranium enrichment re-enter strategy, while copper and rare earths become key “materials for intelligence.”
Explore the full piece to map where AI capex, electrification and next-gen computing could converge into durable return drivers.
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