AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 165 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
Cerebras IPO and the Four Bottlenecks in Its Custom-Everything Architecture
A closer look at the wafer-scale architecture, the OpenAI deal, and four design vectors that decide if Cerebras can deploy at scale
Cerebras IPO prices this week, and I’ve gotten a few questions about this: is this a Groq or Nvidia threat,...
🍪 TWiC: GF-SCALE, Apple-Intel, IREN, Optics, Cisco
Tremendous amounts of earnings calls this week, and lots of companies trying to eat each others lunch in the news: GF’s SCALE trying to eat TSMC COUPE, and Intel stealing TSMC bacon in Apple business. Plus, optics is having a small moment....
Power Delivery As The Next Physics Wall In AI Datacenters
The physics forcing the 800V transition, conversion architectures that follow from it, and the power semiconductor sockets that emerge
One of the easier architectural changes to spot in AI datacenters are those that are physics-driven. Jus...
Personal Update
This post is a personal update, and is not on brand with the regular deep technical content on this newsletter. If this does not interest you, please skip this post. I am writing this from Pondicherry, a coastal town in southern India with...
🍪 TWiC: TPU v8, Intel Rises Up, Marvell-Polariton
A quick personal update: I parted ways with Qualcomm; and will now be focusing my efforts on thinking, writing, and talking about the semiconductor industry. This is a big step for me, and I’m excited for the future. If there is any interes...
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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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