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Roundhill Investments, known for its blockbuster DRAM memory chip ETF, is launching a new AI-themed ETF (LYTE) focused on photonics and optics technology this Thursday.
The new Roundhill Photonics and Optics ETF (LYTE) aims to capitalize on the growing demand for optical networking in AI data centers, which uses light pulses for faster, more energy-efficient data transmission. Roundhill's previous Memory ETF (DRAM), launched in April, amassed tens of billions of dollars in record time. Nvidia has invested at least $6.5 billion in photonics companies and plans to release its Feynman GPU microarchitecture, pivoting to photonics, in 2028. Goldman Sachs projects the optical networking market to grow over ninefold from $15 billion to $154 billion between 2026 and 2028.
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Source：CNBC头条 · Source Link
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