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2025 Tech Trends to Watch

Expansive AI, quantum computing, and digital humans make up the tech trends to watch in 2025 according to Info-Tech’s 2025 Tech Trends report. The report is based on a survey that received nearly 1,000 responses from IT leaders across a variety of industries and types of organizations worldwide. 

Expansive AI

Artificial intelligence and machine learning (AI/ML) had the greatest net new investments of any technology last year, a trend that is expected to accelerate in 2025. 72 to 81% of companies surveyed in the Info-Tech report say they will have invested in some form of AI/ML by the end of the year. 

The accelerated permeation of AI/ML into more aspects of an organization, across more diverse industries inherently means the enabling technologies will see growth as well. Hardware like chips (GPUs) that are needed to expand the capabilities and capacity of AI/ML are poised to continue their growing demand. More than half of survey respondents plan to invest in AI hardware by the end of the year. 

Despite its exponential growth, AI adoption still lags behind more entrenched technologies like cybersecurity, cloud computing, and data management. Although, it is becoming more difficult to disentangle AI from those categories as most of them integrate AI into their operations or are used as AI-enabling technologies themselves. For thematic exposure to all four categories (and then some), TrueShares Technology, AI, and Deep Learning ETF (LRNZ) holds a concentrated portfolio of category killers across the tech spectrum, like Nvidia for hardware, Crowdstrike for cybersecurity, and Snowflake for cloud data management, to name a few.

Quantum Computing

Where classical computing uses bits in a binary of 1s and 0s, quantum computing uses qubits of 1s, 0s, or both simultaneously. Quantum computing can run calculations that would take a very long time or be strictly impossible with classical computing.

As of 2023, global investment in quantum computing reached nearly $40 billion and is projected to top $100 billion by 2040. Consider it an emerging technology as nascent as they come. Only around one-quarter of survey respondents said they have any intention of investing in quantum computing this year or in the future. Slightly more (nearly one-third) intend to invest in quantum-resistant encryption to ward off quantum-powered cyberattacks. 

With a lack of hardware options available for quantum computing, cloud computing remains the key enabling technology for this nascent player while cybersecurity will need to innovate and evolve to meet quantum computing’s nefarious advances.

Several big names in tech (Amazon, IBM, AMD, Google Microsoft) already offer quantum computing through the cloud while certain at-risk industries like government, finance, healthcare, and telecommunications are establishing post-quantum cryptography plans.

LRNZ holds several companies that represent industries pegged to benefit most from gaining a quantum edge, such as Eli Lilly for drug discovery and Samsara for logistics and operations. Cloudflare, a web services company and top LRNZ holding, started offering quantum-resistant encryption two years ago and will continue its investment in the technology through 2025 and beyond.

Digital “Humans”

ChatGPT 4 was identified as human 54% of the time in tests, moving generative AI into a new era of effectiveness. Of the survey respondents investing in AI, 87% are currently or planning on investing in generative AI. Its global market is expected to explode from $10 billion in 2020 to $530 billion by 2030 according to the Info-Tech report.

Most organizations are no longer as hesitant about adopting generative AI as they were just one year ago, but risks still remain. The World Economic Forum identified misinformation and disinformation, largely from AI-generated deepfakes, as the most serious global threat over the next two years.

Most content, whether entertaining, benign, or threatening will continue to be generated in the cloud, suggesting more demand for enabling technologies like cloud computing and data storage for the foreseeable future.

LRNZ’s emphasis on leading AI enablers and sophisticated AI users positions it as a key fund to watch in 2025 as these and other tech trends play out throughout the year.

For a full list of LRNZ holdings, visit www.true-shares.com/lrnz/

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