Five post-CES ideas for thematic investing in 2026

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.

• AI infrastructure is scaling physically: Nvidia’s Rubin platform highlights efficiency gains, with networking and memory becoming critical bottlenecks.

• Physical AI is moving into the real economy, led by robotics and autonomous systems, extending AI-driven growth beyond software.

• 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.