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WisdomTree Insights
World Quantum Day 2026 offered another clear signal that quantum computing is becoming an investable theme, with tangible breakthroughs driving investor reaction. While the space remains complex and volatile, improving visibility and strong relative performance highlight its potential as a differentiated, early-stage complement to broad tech exposure.
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World Quantum Day 2026 offered another clear signal that quantum computing is becoming an investable theme, with tangible breakthroughs driving investor reaction. While the space remains complex and volatile, improving visibility and strong relative performance highlight its potential as a differentiated, early-stage complement to broad tech exposure.
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From 5G expansion to AI-optimised infrastructure and satellite connectivity, a quiet revolution is reshaping the backbone of our digital world. This blog explores how tower giants like Helios Towers, SBA Communications and American Tower are driving this transformation.
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AI infrastructure could see $1trillion in annual investment by 2028, but few investors are looking at the real estate behind the revolution.
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Covariant Robotics is pioneering a new approach by integrating large language models (LLMs) to give robots more flexibility in task completion. Unlike traditional programming, this allows robots to adapt in real time. Amazon’s recent hiring of Covariant’s founders signals a powerful fusion of AI and robotics that could revolutionise logistics, making systems smarter and more autonomous.
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Intel's future as an independent company is uncertain, with competitors like Qualcomm dominating the AI-enabled chip market in 2024. However, Intel's Lunar Lake chip shows promise, especially in battery life and AI performance. The company’s US-based foundries may play a crucial role amid geopolitical tensions.
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Large Language Models (LLMs) are evolving from abstract concepts to real-world applications. Major companies like Amazon are leveraging LLMs to drastically improve productivity, as seen in its software development efficiency. LLMs, termed ‘foundation models’, provide infrastructure that supports future innovations with significant economic potential driven by increased adoption and investment.
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