Vik's Newsletter
Vikram Sekar, SubbuAI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 141 | Subscribers | Read | viksnewsletter.com |
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| #27 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
The CPU Bottleneck in Agentic AI and Why Server CPUs Matter More Than Ever
How agent orchestration shifts the CPU-GPU ratio, a framework for scoring server CPUs across reasoning and action workloads, applied to 17 datacenter CPUs from Intel, AMD, NVIDIA, AWS, Google and more
🍪 TWiC: HBM4, SiPho's Rise, Memory eats All, 2nm Mo-Contacts,++
This Week in Chips: Key developments across the semiconductor and adjacent universes.
AI Datacenters Drink More Water Than You Think
You can download this post as an epub/pdf for free using the button below. Paid subscribers get every deep-dive in downloadable digital formats. If you’d like to only purchase specific reports, you can see the growing digital asset collecti...
🍪 TWiC: Google/AWS CapEx, NVIDIA GPUs, SaaS, TXN+SLAB
Here’s what went down This Week in Chips.
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Authors
The writers behind this newsletter.
EE PhD. 15+ years in semiconductor engineering. I've helped build the technology I write about.
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