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Manager of DRAM memory chip stock trade blockbuster ETF is back with new AI thematic bet
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Fusion42 · 31 August 2026 · Fusion42 review
Roundhill Investments is launching a new AI thematic ETF focused on photonics and optics, following its success with a DRAM memory chip ETF. Photonics technology is key to overcoming scalability and energy efficiency limits in AI data centres through optical networking, with major players like Nvidia investing heavily in this space.
This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity.
◆ ◆ The Wire takeaway
Photonics is becoming vital for AI data centre scale-up beyond copper limits. If you build hardware or software for AI infrastructure, now is the moment to focus on optical connectivity as a key growth area.
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1 source · 5 Aug 2026
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