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The Four Horsemen of the AI Infrastructure Buildout
What can go wrong and how likely is it to happen?
Nov 16
•
Vikram Sekar
41
11
6
Executive Brief: Why Co-Packaged Optics Uses External Lasers Instead of Integrated Sources
Video essay, bullet point summary, and Google Doc for your LLM use.
Nov 11
•
Vikram Sekar
9
2
11:44
Why Co-Packaged Optics Uses External Lasers Instead of Integrated Sources
On-chip lasers for CPO are the holy grail, but a near-term pragmatic approach is to keep lasers external for thermals and reliability. A look at the…
Nov 9
•
Vikram Sekar
29
3
Executive Brief: An In-Depth Look at the Viability of X-rays as an Alternative to EUV Lithography (Discussion on the startup Substrate)
Video essay, bullet point summary, and Google Doc for your LLM use.
Nov 4
•
Vikram Sekar
10
1
27:54
An In-Depth Look at the Viability of X-rays as an Alternative to EUV Lithography
Substrate - a California startup wants to take down both TSMC and ASML using X-rays to pattern leading edge nodes below 2nm. But how viable is their…
Nov 3
•
Vikram Sekar
37
7
October 2025
QCOM AI Accelerators, NVIDIA in 6G, X-Ray Litho as EUV Killer?, Skyworks-Qorvo Merger
The past month has been action filled, and here are the biggest stories.
Oct 31
•
Vikram Sekar
27
4
Executive Brief: The Boring Chips That Brought Europe to Its Knees
Some of my posts are long, so I'll talk through and condense them for paid subscribers.
Oct 29
•
Vikram Sekar
4
7:08
The Boring Chips That Brought Europe to Its Knees
Discrete diodes, transistors and ESD protection devices don't make headlines, but Nexperia's automotive components are now the center of a geopolitical…
Oct 26
•
Vikram Sekar
22
3
Executive Brief: Role of Storage in AI, Primer on NAND Flash, and Deep-Dive into QLC SSDs
Key takeaways about the emerging role of NAND flash in AI datacenters, the evolution of QLC SSDs, looming challenges, and dominant market players.
Oct 22
•
Vikram Sekar
12
2
1
Role of Storage in AI, Primer on NAND Flash, and Deep-Dive into QLC SSDs
A detailed look at how data moves through AI infrastructure - from HBM to SSD/HDD; how NAND flash works; the emerging role and challenges of high…
Oct 19
•
Vikram Sekar
32
2
3
A Practical Roadmap to AI Fluency for Hardware Designers
Stop running around with an AI hammer looking for a nail to hit. Develop your AI skills with purpose and find some real problems to solve.
Oct 15
•
Vikram Sekar
22
6
4
Why Memory Defines AI Hardware Supremacy
The race to AI dominance is not just between companies anymore...
Published on AI Supremacy
•
Oct 12
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