Vecstrata is an analytical newsletter tracking where value and bottlenecks shift across AI infrastructure layers, such as gas turbines, satellite connectivity and grid power. Each issue pairs a thesis with probability-weighted scenarios from a multi-framework panel and a short historical timeline.
Website: https://vecstrata.com/
Technical research newsletter on AI infrastructure hardware, covering photonics, interconnects, memory, power and packaging. It explains device physics and industry developments, including conference coverage, with deeper analysis behind a paywall.
Analyzes how AI and data center load interacts with electric grids, regulation and utility tariffs, with close attention to FERC, PJM, state and ERCOT processes. Readers get detailed, sourced explanations of who bears interconnection risk, how thresholds are defined, and how load flexibility can add grid headroom.
Long-form technical write-ups on data center networking for AI infrastructure, including GPU serving fabrics, VXLAN EVPN migrations to Cisco NDFC, and AI-assisted network operations. Each post walks through real builds with configs, errors encountered and the design reasoning behind them.
Essay series on how Africa's power, AI compute and cross-border infrastructure can be financed through new contracts, institutions and markets. Readers get argued, finance-literate analysis of instruments like the Compute Purchase Agreement, compute utilities and regional power market settlement.
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