The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores AI infrastructure and the physical bottlenecks behind it.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
An Investor’s Handbook I - AI Optics
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Bloom Energy: Ask the Stock, the Engineering Answers.
Beyond the Hype: The Engineering Moat and the 90-Day Lead Time Rewriting the AI Power Race
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of the securi...
[Open Article] ‘Fuel Cell’ Is One Word. The Bets Aren’t.
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of the securities discussed. Readers should make their own investment decisions.
AI doesn’t have ti...
Dell Got the Headlines. HPE Got the Margin.
Four builders rode the same AI tailwind: Dell, HPE, Lenovo, Super Micro. The box barely earns and the chip takes the margin. Only one of them already moved to where the profit actually is.
This is structural analysis, not investment advice...
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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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