AI Infrastructure: building the backbone of the digital future
The WisdomTree AI Infrastructure UCITS ETF provides targeted exposure to the companies building and enabling this infrastructure layer.
The AI boom is causing unprecedented demand for infrastructure
As AI adoption accelerates, demand is rising for semiconductors, networking, data centres and power systems that underpin AI workloads. Hyperscalers and AI labs are investing heavily to expand this capacity, driving one of the largest infrastructure buildouts in the history of the technology sector. Taking data centres as an example, the rapid expansion required to keep up with demand is clear:
Global data centre Megawatt (MW) additions (ex-China)
Source: SemiAnalysis AI Datacentre Industry Model, April 2026. ‘Hyperscaler self-build’ refers to large technology companies (Microsoft, Google, Meta) owning and operating their own data centres. ‘Colocation’ refers to a data centre that allows businesses to rent out space for their own hardware. Forecasts are not an indicator of future performance and any investments are subject to risks and uncertainties.
Structural drivers of AI infrastructure growth
Several long-term forces are accelerating adoption:
As AI adoption moves into enterprise and consumer use cases, inference workloads are becoming a persistent source of compute demand.
Companies such as Microsoft, Amazon, Alphabet and Meta are investing heavily into AI data centres and power infrastructure to deliver the compute needed for growing AI usage.
Advanced AI chips require increasingly sophisticated manufacturing, memory and packaging technologies.

SemiAnalysis is a leading independent research firm specialising in semiconductors and AI infrastructure, with a team of over 25 analysts covering the semiconductor and AI value chain. WisdomTree has partnered with SemiAnalysis for the design and ongoing development of the index, embedding their research insights to identify the companies best positioned to benefit from the scaling of AI infrastructure. Learn more about SemiAnalysis.