Tema ETFs CIO Explains Photonics in AI Data Centers and $LAZR Exposure to Anthropic

Tema ETFs Chief Investment Officer Yuri Khodjamirian joined TheStreet's Cline Woods to discuss the growing role of photonics in next-generation artificial intelligence infrastructure.
Khodjamirian outlined how optical networking and photonics technology could transform AI data centers, potentially outpacing traditional semiconductor chips in addressing data transmission bottlenecks and energy constraints.
Additionally, Khodjamirian highlighted how Luminar Technologies ($LAZR) provides investors with indirect, pre-IPO exposure to AI startup Anthropic.