Nutty | Substack
Nutty
The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores AI infrastructure and the physical bottlenecks behind it.
Intel's AI Packaging Bet Against TSMC
Packaging and memory, not the node: how Intel attacks TSMC's bundle.
23 hrs ago • Nutty
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Most Popular
The Next Bloom Energy?
May 1 • Nutty
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Everyone Saw NVIDIA’s 800V List. Few Read It Correctly.
May 26 • Nutty
62
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An Investor’s Handbook I - AI Optics
Jun 19 • Nutty, Damnang, and PhotonCap
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Why NVIDIA Halved the Middle Memory
Inside an AI Server's Memory Stack
Jun 16 • Nutty
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Bloom Energy: Ask the Stock, the Engineering Answers.
Beyond the Hype: The Engineering Moat and the 90-Day Lead Time Rewriting the AI Power Race
Jun 9 • Nutty
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[Open Article] ‘Fuel Cell’ Is One Word. The Bets Aren’t.
Same name, different roles and different economics · and the real rival is gas
Jun 6 • Nutty
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Dell Got the Headlines. HPE Got the Margin.
Four builders rode the same AI tailwind: Dell, HPE, Lenovo, Super Micro. The box barely earns and the chip takes the margin. Only one of them already…
Jun 2 • Nutty
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Everyone Saw NVIDIA’s 800V List. Few Read It Correctly.
A four-stage map of GaN, SiC, and the new AI data center power stack.
May 26 • Nutty
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The LEO RF Map After SpaceX’s IPO
Nine public companies, four supply positions, and one market that refuses to re-rate evenly.
May 19 • Nutty
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Nutty
The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores AI infrastructure and the physical bottlenecks behind it.