AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 197 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
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
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum. Qualcomm. Coherent.
In my infinite wisdom, I decided not to attend ECOC 2026 even though there were a multitude of reasons to do so: (1) I had registered for it, (2) It is held in Malaga, Spain, which is quit...
A MicroLED Field Trip to Avicena
What I learned by looking at the tech first-hand.
While I was in the Bay Area last month attending Hot Chips, I asked Avicena if they would host me for a few hours and show me around their facility, and more specifically, show me their Mic...
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