HeyJaredVik's Newsletter
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
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- Jul 31, 2026
Latest issues
How Many CPUs Do Personal AI Assistants Need? (opens the original)
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The Rise of Personal AgentsAgentic harnesses such as OpenClaw and Hermes were essentially for the ‘hacker-types’ who knew how to spin up VMs, secure SSH, and set AI keys to have their personal army of always-on agents. Grok Bot from xAI was the first to change that paradigm. It provided a simple chat interface that could spin up agents via an easy-to-use GUI. Grok Bot provided users with their Virtual Machines (VMs) that acted as a virtual cloud computer that the agent would use for autonomous t
ECOC 2026: Important Product Announcements Around Optical Scale-Up (opens the original)
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In my infinite wisdom, I decided not to attend ECOC 2026 even though there were a multitude of reasons to do so: (1) I had registered for it, (2) It is held in Malaga, Spain, which is quite lovely and by the beach, (3) It is on a topic that I think about a lot: optics. I was just tired from my 3 week trip to the Bay Area for Hot Chips and OCP APAC, and I will have to go again in October for OCP. Each time, it is a trip around the world. So I passed.Big mistake. As a friend put it — “We will alwa
A MicroLED Field Trip to Avicena (opens the original)
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While I was in the Bay Area last month attending Hot Chips, I asked Avicena if they would host me for a few hours and show me around their facility, and more specifically, show me their MicroLED technology. They graciously agreed.<img alt="" class="sizi
The AI Buildout Will Continue (opens the original)
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Dario Amodei’s post — We Must Pace The Frontier — has been all the talk on AI this weekend. I suggest reading the whole article because the ideas are important to digest, and the implications of this essay are significant. We’ll just highlight the important points here.The TL;DR Version AI could significantly improve human life but has serious risks such as loss of control, misuse for cyberattacks and bioterrorism, and economic disruption.Dario proposes ‘pacing the frontier’ of AI development, w
Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier (opens the original)
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This is the third article in the series on UHP lasers for CPO/NPO. If you want to understand why these external UHP lasers are needed for CPO, see this post for background.In Part 1 of this series, we built up the fundamental physics of ultra high power (UHP) lasers. We concluded by identifying the four walls that make it challenging to implement a UHP laser: managing heat, maintaining narrow linewidth, getting light out, and catastrophic optical damage.In Part 2, we explored how Lumentum overca
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