All articles from Vik's Newsletter
🍪 TWiC: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G SiPho, AAOI, ++
What's your Weissman score?
TurboQuant: Inner Workings and Implications
Google's year old research resurfaced in a recent blog post and spooked memory investors.
Grating Coupled COUPE for CPO, and Himax's Fragile FAU Moat
An engineering deep dive into TSMC's COUPE optical engine, explaining why the co-design position of Himax makes them critical near-term suppliers for NVIDIA’s CPO, but without a long-term moat.
🍪 TWiC: MU HBM4, OCI MSA, Credo Optics, VCSEL Scale-Up, DGX GB300, NBIS $27B
Hot takes from the AI oven.
Beyond GTC: A Deep Dive into Compute, LPX, and the Untold Story of SpecDec
Analyzing the CPU, GPU, and LPU chip ratios unveiled at the Nvidia GTC keynote, the impact of the Groq LPX chip on disaggregated decoding, and its potential for speculative decoding in AI inference