AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 192 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
The AI Buildout Will Continue
Dario Amodei’s post — We Must Pace The Frontier — has been all the talk on AI this weekend. I suggest reading the whole article because the ideas are important to digest, and the implications of this essay are significant. We’ll just highli...
Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier
Ultra high power lasers for CPO can be built differently from Lumentum’s approach, but how good are they?
This is the third article in the series on UHP lasers for CPO/NPO. If you want to understand why these external UHP lasers are needed...
How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
Bandwidth over capacity, custom base die over stacked DRAM, XPU builders over the memory vendors
A recent notable trend is that HBM performance is decoupling from stack height. Reports over the last month that Rubin Ultra drops HBM from 12...
Hot Chips 2026: Tuning into Memory Vibes
This is my first time attending the Hot Chips conference and the overall vibe was a small, tight knit conference with a lot of interactions. No parallel tracks running and continuously having to choose what to attend. The talks from big com...
2026 OCP APAC: Full Conference Report
State of copper, optics, XPO and power delivery systems
Previously, we discussed some mixed messaging around the copper-optics transition. You can find the whole report below. In this report, we will discuss other networking themes from th...
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