A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
An Investor's Handbook III - Substrate
Glass Is Coming. Organic Is Getting Paid.
This article is an informational analysis of industry and technology structure. It is not investment advice. It does not contain buy/sell recommendations or price targets for any security. The auth...
An Investor's Handbook II - AI Power (2)
AI Data Center Power: The Last Centimeter and Socket Economics
This article is an informational analysis of industrial and technology structure. It is not investment advice. It does not contain buy/sell recommendations or price targets for...
An Investor's Handbook II - AI Power (1)
AI Data Center Power: 800V and Grid Bottlenecks
This article is an informational analysis of industrial and technology structure. It is not investment advice. It does not contain buy/sell recommendations or price targets for any security....
Glass More Valuable Than Chips: Corning’s Role in AI Infrastructure
How Corning’s optical fiber, hyperscaler deals, and glass bridge are powering the next wave of AI data centers.
This is an analysis of industry structure and technology, not investment advice. There is no price target, no buy or sell signa...
Intel's AI Packaging Bet Against TSMC
Packaging and memory, not the node: how Intel attacks TSMC's bundle.
Intel ($INTC) closed at $140.94 on June 22, a fresh all-time high. That is roughly +570% from a year ago, more than six times the price. A stock that briefly fell to $19...
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Authors
The writers behind this newsletter.
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Seeing tech through a different wavelength. Photonics & semiconductor research
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