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viksnewsletter.com
8
posts in the last 30 days
XPO
vs CPO: The Trade-offs Between Speed, Power, and
Modularity
in Next-Gen AI Networking
viksnewsletter.com
·
2d
🍪 TWiC: Credo eats Dust, CPU and NAND shortage,
Largan
→ CPO,
Nuvacore
viksnewsletter.com
·
6d
Tokenmaxxing
and the Token Value
Chain
viksnewsletter.com
·
1w
🍪
TWiC
: Intel with TeraFab+
Sambanova
+Google, Samsung and Anthropic 🚀, AGI CPU in China
viksnewsletter.com
·
1w
MicroLEDs
vs. Lasers: The
Linewidth
Tradeoff
viksnewsletter.com
·
2w
🍪
TWiC
: Samsung
SiPho
, Mobile Demand, Nvidia+Marvell, Intel Fab, Claude Leak, ++
viksnewsletter.com
·
2w
Evaluating Memory
Hog
Cycles
in the AI Era
viksnewsletter.com
·
3w
🍪
TWiC
: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G
SiPho
, AAOI, ++
viksnewsletter.com
·
3w
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