All articles from Vik's Newsletter
AI Datacenters Drink More Water Than You Think
Why the "2.5 burger joints" metric doesn't tell the whole story, carbon-water footprint tradeoffs, and why long-term datacenter water usage looks very different.
🍪 TWiC: Google/AWS CapEx, NVIDIA GPUs, SaaS, TXN+SLAB
This Week in Chips: 5 key developments across the semiconductor and adjacent universes.
Lumentum: Laser Demand, OCS, CPO and Optical Scale-Up
$LITE’s enviable market position, big order of UHP lasers, OCS deployments, optical scale-up benefits, and what needs to happen for full optical scale-up by when.
Newsletter Update: Semi Doped Podcast, Jan Articles and Feb Plans
A summary of all published content, in case you missed it.