Beyond Nvidia: Buy These ETFs to Capture AI's Optical Boom

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Zacks Investment Research • Aug 18, 2026

Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF

Optics stocks were ripping after Lumentum (NASDAQ:LITE | LITE Price Prediction) delivered a fiscal Q4 report that reframed the entire supply chain.

24/7 Wall Street • Aug 13, 2026

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

Photonics is emerging as a critical AI infrastructure theme. Here are two pure-play ETFs offering targeted exposure to the optical connectivity boom.

Zacks Investment Research • Aug 12, 2026

The Battle For AI Optics: EUV Still Beats FOTO And LYTE

I am comparing funds to play the AI Optics narrative. The EUV ETF remains my top pick for AI optics exposure, offering the best blend of scale, liquidity, and cost. LYTE delivers the purest optics exposure but carries significant China regulatory risk and high trading costs, making it unsuitable for new positions. FOTO offers high-beta small/mid-cap optics exposure but is diluted by non-AI end markets and commands the highest fee among peers.

Seeking Alpha • Aug 12, 2026

LYTE's $72 Million Debut Masks a Concentration Bet on Three Optical Giants

The Roundhill Photonics & Optics ETF (LYTE) launched on Cboe BZX on August 6, 2026, and immediately turned heads by trading $72 million in volume on day one, topping the opening-day figures of Roundhill's own Memory ETF (DRAM).

24/7 Wall Street • Aug 10, 2026

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE)

NCLD and LYTE provide precise exposure to the compute and connectivity layers powering the AI infrastructure buildout. NEW YORK, Aug. 6, 2026 /PRNewswire/ -- Roundhill Investments , an ETF sponsor focused on innovative financial products, today announced the launch of the Roundhill Neocloud ETF (Nasdaq: NCLD) and the Roundhill Photonics & Optics ETF (Cboe BZX: LYTE).

PRNewsWire • Aug 6, 2026