AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 171 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
🍪 TWiC: What Light Source Does CPO Really Need?
My cerebro-sphere has been mostly occupied by Tau Scaling this week. Tau Scaling to the first order is a hybrid bonding story, and sets a precedent that will soon drive the industry to start stacking logic chips, even if EUV is available. C...
Huawei's Tau Scaling Is Really a Hybrid Bonding Bet
Tau Scaling is just extreme co-design and a hybrid bonding bet. The same “workaround” on a leading-edge node only widens the lead for those with EUV.
A lot of the news around Huawei’s “Tau Scaling Law” revolves around how China is circumve...
How Rack Power Density Is Opening a New Market for Active Copper
As AI racks grow too dense to power and cool, their scale-up networks spread across cabinets, and the short links in between are where active copper finds its market.
The discussion around interconnects, whether copper or optical, usually...
🍪 TWiC: What's Up With Orbital Compute?
I recently posted in the Semi-Doped Daily newsletter about Gavin Baker’s recent podcast on Invest Like The Best with Patrick O’Shaughnessy. The 80-minute interview was packed with insights, and it has given me a lot to think about this week...
Inside SambaNova's Inference Architecture
How the Three-Tier Memory Hierarchy and the Reconfigurable Dataflow Unit Compare to Rubin, Groq, and Cerebras
We are in the “Wild West” of inference accelerators. While Groq’s VLIW approach and Cerebras’ wafer-scale engine have been in the...
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