AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 185 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
[Post-$] Astera Labs is a Switch Company in Connectivity Clothing
ALAB is a copper play with high growth switches, CXL opportunities and optics dreams.
Astera Labs built its fortunes by retiming signals for intra-tray connectivity, but their pivot to becoming a switch company is turning the tide for them...
Astera Labs: From the Tray to the Rack, and What Comes After
PCIe Switches, AWS Trainium, NVLink Fusion, and the UALink Future
Astera Labs’ expansion out of the tray, where they built the company using their Aries PCIe retimers for XPU-CPU-NIC connectivity, and into the rack via their Scorpio switch...
The AI Trade Burned Down: Let Round 2 Begin
With more sanity this time...
This week was an investor nightmare come true: the boogeyman is finally here, and the AI trade unwound. The Situational Awareness story is the most reported story this week, and it is worth following what happ...
HBM is the Ugly Baby: What Now?
Innovations in memory architecture will save the day.
At the Raise Summit held in early July 2026, Pat Gelsinger called HBM a lousy memory and (“not to call it”) SK Hynix’s ugly baby, in the presence of Hoshik Kim (SVP and Fellow at SK Hyn...
Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat
How JDSU/Lumentum engineered their UHP laser, where the competition stands, and how its all about "is it good enough?"
In this series on UHP lasers for CPO/NPO, our purpose is to carefully dissect the technology to understand how it works,...
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