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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.
17 hrs ago
•
Vikram Sekar
32
2
2
September 2026
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.
Sep 28
•
Vikram Sekar
46
3
4
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum. Qualcomm. Coherent.
Sep 21
•
Vikram Sekar
37
A MicroLED Field Trip to Avicena
What I learned by looking at the tech first-hand.
Sep 19
52
1
5
The AI Buildout Will Continue
90% chance things stay the same. 10% chance we are all dead.
Sep 14
•
Vikram Sekar
57
9
3
Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier
Ultra high power lasers for CPO can be built differently from Lumentum’s approach, but how good are they?
Sep 8
•
Vikram Sekar
42
1
How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
Bandwidth over capacity, custom base die over stacked DRAM, XPU builders over the memory vendors
Sep 1
•
Vikram Sekar
54
3
August 2026
Hot Chips 2026: Tuning into Memory Vibes
Micron, Samsung, SK Hynix.
Aug 24
•
Vikram Sekar
108
12
17
2026 OCP APAC: Full Conference Report
State of copper, optics, XPO and power delivery systems
Aug 23
•
Vikram Sekar
32
4
How Coherent Can Earn Investor Confidence
Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next.
Aug 16
•
Vikram Sekar
30
1
OCP APAC: Copper vs. Optics Contradictions
Everybody is scrambling for ways to hook up stuff.
Aug 13
•
Vikram Sekar
55
5
[Post-$] Astera Labs is a Switch Company in Connectivity Clothing
ALAB is a copper play with high growth switches, CXL opportunities and optics dreams.
Aug 6
•
Vikram Sekar
28
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