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Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus
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Fusion42 · 22 August 2026 · Fusion42 review
Photonics is becoming critical infrastructure for AI data centers, replacing copper in data transmission to support large-scale model training with higher bandwidth and lower latency. NVIDIA and Broadcom are leading in Co-Packaged Optics (CPO), expected to accelerate adoption from 2027 as part of the shift to optical networking.
This Wire brief sits within Fusion42's coverage of Photonics & Optics.
◆ ◆ The Wire takeaway
AI infrastructure is shifting beyond GPUs to optical data transmission, creating a new hardware race led by NVIDIA and Broadcom. If you build hardware for data centers, pivot to photonics now or risk losing relevance as copper becomes obsolete.
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1 source · 12 Aug 2026
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