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As copper wiring hits physical limits in AI data centers, Tema ETFs CIO Yuri Khodjamarian explains why photonics and optical networking represent the next trillion dollar infrastructure bottleneck. He also breaks down how his fund $LAZR provides rare pre-IPO exposure to Anthropic, why photonics technology is positioned to outpace traditional chip makers, and how retail investors can capitalize on this massive shift to light-speed computing.
00:00 Introduction
00:15 Photonics: The Next Frontier of AI Infrastructure
01:33 Inside the $LAZR ETF Portfolio
03:02 Anthropic’s Role in the Photonics ETF
04:15 Why Anthropic Over OpenAI
05:18 Anthropic’s Pre-IPO Exposure and ETF Strategy
07:24 Photonics vs. Nvidia and Broadcom: AI Investment Opportunities
11:02 Photonics Growth Drivers and the Next Wave of Demand
12:27 AI Infrastructure Valuations and the Photonics Opportunity
14:26 The Best AI Investment Opportunities in Today’s Market
17:16 Rapid-Fire: This or That
Recorded: October 13, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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