Roundhill Investments(@roundhill):Global data center optical transceiver shipments were 26 million units in 2023. Nomura estimates they will reach 226 million by 2028, roughly 9x in five years. The AI buildout runs on optics, and the Roundhill Photonics & Optics ETF $LYTE holds the companies shipping them. Consider investing:

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Roundhill Investments@roundhill

2026.09.17 00:00

Global data center optical transceiver shipments were 26 million units in 2023. Nomura estimates they will reach 226 million by 2028, roughly 9x in five years. The AI buildout runs on optics, and the Roundhill Photonics & Optics ETF $LYTE holds the companies shipping them. Consider investing: