Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
You might also like...
Notes: SiTime and the Rising Importance of Precision Timing in AI Systems
Summary
* Precision timing has shifted from commodity infrastructure to a system-level constraint
Netskope: Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security
Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with
Notes: Light is the Future (Pt.1)
Summary
* DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline