Back

Vik's Newsletter

Substack
viksnewsletter.com· irregular· Published yesterday

A technical newsletter examining AI infrastructure hardware, including copper and optical interconnect signaling at 448 Gbps, event coverage of Ethernet and OCP conferences, and power semiconductor trends for AI data centers. It aims to translate engineering detail for professionals and investors.

448g copper interconnectpam4 vs pam6skin effect lossesethernet alliance tefocp global summit 2026800vdc powersidecar deploymentai infrastructure capexpower semiconductorsoptical interconnectssemicon westai networking
Platform
Substack
Frequency
Irregular
Latest issue
Oct 22, 2026
Language
English
Written for
Semiconductor engineers, networking professionals, and investors tracking AI infrastructure
Tone
analytical
Tracked since
Oct 21, 2026

Website: https://www.viksnewsletter.com