A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI. https://atlas.nuttycld.workers.dev/
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
So, Are AI Data Centers Really Getting Built?
How much is being built, when it comes online, and how CoreWeave, Oracle, Meta and Google fund the wait
An analysis of industry structure, not investment advice. The author may hold positions in the companies mentioned.
10 Semiconductor Equipment Stories That Matter in 2026
This article analyzes industry and technology structures and is not investment advice. The author may hold positions in the companies mentioned.
Executive Summary
- The semiconductor equipment industry’s competitiveness incr...
Vicor Deep Dive
Growing Royalties, More Factories Needed
Industry and technology analysis, not investment advice · The author may hold positions in the securities mentioned
Optical Switches for AI: Competition Beyond Mirrors
Established suppliers lead today's OCS ramp, but integrated designs bring new competitors.
Industry and technology analysis, not investment advice · The author may hold positions in the securities mentioned
An Investor's Handbook IV - AI Inference (2)
Do Faster Chips Make AI Cheaper to Run? How inference chips win customers, and how the companies behind them earn revenue and profit.
This is an analysis of industry and technology structure, not investment advice. The author may hold posi...
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Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. 🔗 https://atlas.nuttycld.workers.dev/
Seeing tech through a different wavelength. Photonics & semiconductor research
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
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