Event Details:

Let There Be Light: Investing in the AI Networking and Photonics Buildout
Thursday, August 6, 2026
11:00 am - 12:00 pm EDT

AI computing power is expanding rapidly, but moving data between chips, servers, and data centers is becoming an increasingly important constraint. As AI models grow larger and computing clusters scale, traditional electrical interconnects face challenges related to bandwidth, distance, latency, heat, and power consumption.

This is creating a potentially significant investment opportunity across AI networking, optical interconnects, silicon photonics, lasers, transceivers, and co-packaged optics. Photonics can allow data to move using light rather than relying solely on electrical signals, potentially enabling AI infrastructure to scale more efficiently.

Join KraneShares Senior Investment Strategist Derek Yan, CFA, and Max Chen of Etna Capital Management as they discuss:

• Why networking and connectivity could capture a growing share of AI infrastructure spending
• How the AI bottleneck is migrating from computing capacity toward data movement
• Why optical technologies may become essential as AI clusters grow larger
• Why the KraneShares Public-Private AI & Technology ETF (Ticker: AGIX) invested in private optical-interconnect company Ayar Labs
• Ayar Labs’ approach to integrating optical I/O directly into advanced computing packages
• The potential advantages, commercialization path, and risks of optical I/O
• Why KraneShares launched the KraneShares Photonic and Optical ETF (Ticker: LUMA)
• How LUMA seeks to capture opportunities across the evolving photonics and optical AI infrastructure value chain
• Live Q&A

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available