As we all know, the sequel to The Avengers is title The Avengers Age of Ultron. Many have speculated who might be the creator of Ultron after Marvel confirmed that Hank Pym(Ant-Man) would not enter the MCU until his own film, debuting after The Avengers AOU. I've speculated this myself, but I also wondered what would power Ultron?
While thinking about who would create Ultron, I originally had three theories, which are pretty much the same as everyone's else. Tony Stark would build Ultron as a replacement for himself, since he destroyed all of his suits in Iron Man 3. Jarvis would become corrupt and create Ultron to take out the Avengers. S.H.E.I.L.D would create Ultron to replace the Avengers. The one I most believe would be true, is the last one, about S.H.E.I.L.D creating Ultron, the reason being that Captain America the Winter Soldier will be surrounded by S.H.E.I.L.D, and Marvel confirming that Captain America's sequel would have the most connection to The Avengers AOU.
Sticking with the S.H.E.I.L.D theory, who would they have create Ultron for them? I doubt it would be Tony; I would think he'd be against the idea. Other than Tony, who would have the knowledge to build Ultron? Justin Hammer! We know Robert Redford is going to be playing the head of Shield in Captain America TWS, and he's not looking like he's a good guy. Could his character have Justin Hammer pulled from prison to build Ultron?
Before I move on with this part of my theory, I would like to jump over to Thor the Dark World. In the mid-credit scene the Aether is given to Benicio del Toro's character The Collector, which is our first link to the Guardians of the Galaxy being a part of the MCU and confirming that the Aether is an infinity stone(seemingly the power gem). It was made obvious in the scene that the Collector has some sort of sinister plan with Aether, probably involving Thanos.
In Phase one of the MCU, the Tesseract(space gem) played a big part in two of the films(Captain America TFA and The Avengers) and was teased in Thor. The Aether could be Phase two's Tesseract, meaning it could play a big part in more than one of the films. With Guardians of the Galaxy being teased in Thor TDW, I believe the Aether may play a big part in the film. I believe at some point at the end of the film the Guardians will remove the Aether from the Collector's possession and give to S.H.E.I.L.D for them to protect.

In Iron Man 2, Hammer was made out to be bright, but not as quite as Tony(cough-the ex-wife-cough). With that being said, if he were to build Ultron, I would think a mistake would be made, like not thinking about the fact that there isn't a power source on Earth that could power it, especially since the Tesseract is no longer on Earth. So I believe in Captain America TWS, Ultron's armor will be revealed/teased, but it won't be powered until later in the MCU's timeline, when the Guardians hands the Aether over to S.H.E.I.L.D. What would be a better power source for Ultron than the power gem itself(assuming that the Aether is the power gem)?

I believe the Aether will be put inside the helmet of Ultron, which will power it, and give it that red glow. We saw the power and corruption the Aether displayed in Thor TDW, and that's the kind of power and corruption I would expect from Ultron. Also in the comic-con teaser for The Avengers AOU, Iron Man's helmet was hit and banged on until it was morphed into Ultron's head; this lead many to believe Tony would create Ultron, but what if it was teasing that Tony's enemy, Justin Hammer created Ultron instead? I think this could be a good way to bring Hammer back into the MCU and connect the latest Thor movie and the upcoming Guarding of the Galaxy to The Avengers AOU.
So what do you think? Do my theory hold up in your mind, or do you believe Ultron's origin will be much different than I'm speculating? Let me know below.