EXCLUSIVE: Anthropic Is Now 15% of a Photonics ETF. Its CEO Names the 3 Bottlenecks Behind the Bet
TEMA CEO Maurits Pot identifies compute, memory and optical as key AI infrastructure bottlenecks, explaining LAZR’s 15% Anthropic bet and photonics thesis.
A fund manager picked Anthropic as a big bet because he thinks computer speed, memory, and light-based tech are what AI companies need most right now. When you see a fund put lots of money into one company, it tells you what smart investors think will matter soon.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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