"Compute power has increased almost 60,000 times, whereas the actual wiring has only increased by 30 times; that's a huge bottleneck when it comes to the AI rollout," said Henry Greene in a recent Schwab Network interview with Nicole Petallides to make the case for the KraneShares Photonic and Optical ETF (Ticker: LUMA), arguing that the gap between compute growth and data transmission speed represents a massive opportunity for optical companies as AI adoption accelerates.

Henry also touched on the KraneShares China Semiconductor ETF (Ticker: KSTR), highlighting the recent addition of CXMT, China's leading memory chip maker and potential Apple supplier.

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This material contains the speakers' opinions. It is provided for informational purposes only and should not be regarded as investment advice or a recommendation of specific securities.

For LUMA standard performance, top 10 holdings, risks, and other fund information, please click here.

For KSTR standard performance, top 10 holdings, risks, and other fund information, please click here.