Photonics Expert Anders Storm Joins Tema ETFs as Advisor for LAZR Fund
Event summary
- Anders Storm, former CEO of Sivers Semiconductors and current CEO of Dirac Research, appointed as Expert Advisor to Tema Photonics & Optical ETF (LAZR).
- LAZR invests in global photonics and optical technology leaders, with a significant pre-IPO position in Anthropic via an SPV.
- Storm highlights the critical role of photonics in overcoming AI infrastructure bottlenecks as copper reaches its limits.
- Tema ETFs launched LAZR on June 30, 2026, with a gross expense ratio of 0.75%.
The big picture
Anders Storm's appointment underscores the growing importance of photonics in AI infrastructure, as traditional copper-based solutions reach their limits. Tema ETFs' LAZR fund aims to capitalize on this shift by providing targeted exposure to leading photonics and optical technology companies. The inclusion of a significant pre-IPO position in Anthropic highlights the fund's strategic focus on cutting-edge AI advancements.
What we're watching
- Industry Leadership
- Whether Storm's expertise can position LAZR as the category-leading ETF in photonics and optical technology.
- AI Infrastructure
- How the shift from copper to photonics will impact data center and AI infrastructure development.
- Market Adoption
- The pace at which commercial adoption of optical interconnect technologies accelerates within data centers.
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