AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 189 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
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...
How Coherent Can Earn Investor Confidence
Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next.
Coherent’s Q4FY26 earnings call is likely the first time “Substack” has been explicitly mentioned on a significant financial reporting event.
OCP APAC: Copper vs. Optics Contradictions
Everybody is scrambling for ways to hook up stuff.
There was a lot of networking content at OCP APAC and for good reason. Gilad Shainer, SVP of Networking in Nvidia explained that it’s much more than just hooking stuff up: networking is co...
[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...
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