08/31/2026
The scale of AI’s buildout is changing expectations well beyond the technology sector.
Our Monthly Chart Spotlight illustrates this connection, showing how expectations for U.S. data center power demand continue to rise alongside accelerating AI demand.
And that’s just one of the shifts we’re watching. Our latest Next Big Theme explores developments across electrification, AI semiconductors and open-weight models, defense technology, U.S. infrastructure, and autonomous driving.
See what could be shaping the next big theme: https://gxetfs.com/4qM9TCg