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 | 35 | Founded | 4 years ago | Last Issue | 15 hours ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
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...
The Advanced Packaging Primer
Yield, not capacity, is what the AI build is short of. Whoever owns the loop that learns it collects the rent, until the format changes.
Along with my friend Ozeco of Crack The Market, we put his top-down view of market structure and capit...
An Investor's Handbook IV - AI Inference (1)
How Heterogeneous Computing Is Redrawing the Architecture of AI Inference
This is an analysis of industry and technology structure, not investment advice. The author may hold positions in securities mentioned.
SerDes Part 3: The Companies Making Money Beside the Speed Race
A toll, an outage, three checks, and one private company: four scenes that decide the next round on this map
Industry and technology structure analysis, not investment advice · The author may hold positions in the securities mentioned
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Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. \ud83d\udd17 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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