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Inside SambaNova's Inference Architecture
How the Three-Tier Memory Hierarchy and the Reconfigurable Dataflow Unit Compare to Rubin, Groq, and Cerebras
May 20
•
Vikram Sekar
27
5
🍪 TWiC: GaN vs SiC, Wolfspeed, Semtech
A random collection of unfinished thoughts through the week that needs exploring.
May 15
•
Vikram Sekar
43
13
1
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
May 12
•
Vikram Sekar
60
5
3
🍪 TWiC: GF-SCALE, Apple-Intel, IREN, Optics, Cisco
This Week in Chips: Every eating everyone's lunch.
May 8
•
Vikram Sekar
36
1
3
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
May 6
•
Vikram Sekar
82
6
April 2026
Personal Update
New beginnings.
Apr 29
•
Vikram Sekar
142
45
6
🍪 TWiC: TPU v8, Intel Rises Up, Marvell-Polariton
This Week in Chips: Everybody loves a good XPU.
Apr 24
•
Vikram Sekar
35
11
1
XPO vs CPO: The Trade-offs Between Speed, Power, and Modularity in Next-Gen AI Networking
A technical walkthrough of the new XPO form factor, and the scale-out networking economics that shape the CPO vs XPO decision
Apr 21
•
Vikram Sekar
42
2
4
🍪 TWiC: Credo eats Dust, CPU and NAND shortage, Largan → CPO, Nuvacore
This week in chips: Photonics = ❤️, shortages abound, and a CPU startup.
Apr 17
•
Vikram Sekar
28
3
Tokenmaxxing and the Token Value Chain
Who profits from tokenmaxxing and who gets stuck with the bill.
Apr 14
•
Vikram Sekar
34
4
🍪 TWiC: Intel with TeraFab+Sambanova+Google, Samsung and Anthropic 🚀, AGI CPU in China
This week in chips: Is Intel back?
Apr 10
•
Vikram Sekar
33
3
4
MicroLEDs vs. Lasers: The Linewidth Tradeoff
Why spectral purity defines the speed limits of datacenter optics
Apr 7
•
Vikram Sekar
36
13
2
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