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AI Infrastructure Weekly

Weekly signal on optical interconnects, AI networking, power, cooling, and data center infrastructure.

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L1 · Energy & DC InfraPower generation, electrical equipment, cooling, construction, DC REITs, storage & microgridsL2 · Optical & Networking800G/1.6T optics, CPO & silicon photonics, InfiniBand vs Ethernet, coherent DCI, AEC & retimersL3 · HBM & PackagingHBM & DRAM, CXL, CoWoS / SoIC, glass substratesL4 · ChipsGPUs, custom ASICs, semicap, foundry, EDA & IP, power semiconductorsL5 · Training & InferenceGPU cloud & neocloud, inference serving, training-data services, cluster storage, server & rack OEMsL6 · Foundation ModelsFrontier & open-weights labs, robotics foundation modelsL7 · MiddlewareVector DBs, agent frameworks & MCP, eval & observability, AI gateways, data+AI platformsL8 · ApplicationsCoding tools, enterprise adoption, vertical apps, event-anchored entities

AI Infrastructure Is More Than GPUs

The first issue of AI Infrastructure Weekly explains why networking, optics, power, cooling, and deployment infrastructure matter.

Issue 002 · Sample Issue

Why Optical Interconnects Matter for AI Data Centers

A sample newsletter issue focused on optical links, CPO, silicon photonics, and data movement bottlenecks.

AI Infrastructure Weekly

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AI Infrastructure Is More Than GPUs

Why Optical Interconnects Matter for AI Data Centers