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这篇文章整理自WisdomTree Europe播客"The Next Big Thing"2026年7月9日一期，嘉宾Dylan Patel是半导体和AI研究机构SemiAnalysis的创始人兼CEO。WisdomTree与SemiAnalysis合作开发了AI基础设施指数，并于2026年6月推出了跟踪该指数的ETF（WAGI）。