Vikram Sekar
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Vik's Newsletter
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
10 posts · theirs
Lately
How Coherent Can Earn Investor Confidence
OCP APAC: Copper vs. Optics Contradictions
[Post-$] Astera Labs is a Switch Company in Connectivity Clothing
Astera Labs: From the Tray to the Rack, and What Comes After
The AI Trade Burned Down: Let Round 2 Begin
HBM is the Ugly Baby: What Now?
Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat
Lasers for CPO/NPO: Part 1 – The InP DFB Laser
Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO
Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved
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