Back to feed
Vik's Newsletter 2/6/2026

🍪 TWiC: Google/AWS CapEx, NVIDIA GPUs, SaaS, TXN+SLAB

By Vikram Sekar • 1 min read
Technology

This Week in Chips: 5 key developments across the semiconductor and adjacent universes.

Continue Reading on Vik's Newsletter

This article continues with additional insights and analysis. Read the full article for free.

Read Full Article on Vik's Newsletter

Related Articles

Programmable Mutter • 2/12/2026

The Median Voter Theorem is a Clarity Trap

What the Democratic party needs; what it demands; is bold, persistent experimentation
Pluralistic • 2/12/2026

Pluralistic: Doctors' union may yet save the NHS from Palantir (12 Feb 2026)

Today's links Doctors' union may yet save the NHS from Palantir: There is power in the union. Hey look at this: Delights to delectate. Object permanence: Premature internet activists; Privacy Without