AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 199 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case
The physics behind Credo’s pivot, the unfinished case for microLEDs, and ams OSRAM’s path to AI revenue.
A lot of excitement at OCP Global Summit 2026 was around Credo’s pivot to microVCSELs (Vertical Cavity Surface Emitting Lasers), despi...
The PAM4 vs PAM6 Dilemma for 448G Copper Interconnects
and what moving to PAM6 modulation for copper really entails.
It’s been an interesting week in the networking world. I was at a meeting organized by the Ethernet Alliance called Technology Exploration Forum (TEF), and a bunch of smart peop...
TEF and OCP Global Summit 2026: Game Plan
OCP Global Summit (Oct 12-15) is highly anticipated this year, but I also signed up for a 2-day session (Oct 7-8) held by the Ethernet Alliance called Technology Exploration Forum (TEF) on “The AI Future: Ethernet.” Semicon West overlaps wi...
800VDC: Mapping the Power Semi Space for Sidecar Deployments
The transition to higher voltage is messy for AI datacenters. How investors should think about it.
Anthropic’s S1 filing reveals an important number for the AI buildout: they expect to spend $518B in building out AI infrastructure over the...
How Many CPUs Do Personal AI Assistants Need?
What a billion personal AI agents could mean for CPU demand, and why memory may set the limit.
The Rise of Personal Agents
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