Finixyta (@Finixyta)
7,299 Posts · 957 Followers · 2,146 Following
Writes at https://substack.com/@finixyta Daily New Crypto and Finance content.
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Recent posts from Finixyta
- — The Fourth Laser: AI's Tightest Infrastructure Chokepoint & The Battle for Indium Phosphide https://nexusfinance.substack.com/p/the-fou…
- — The Laser Ceiling: Why Indium Phosphide, Not Silicon, Might Be AI’s Tightest Chokepoint https://nexusfinance.substack.com/p/the-laser-ceili…
- — Infant Mortality How a 136-person test equipment company quietly became the toll booth every AI chip has to pass through https://nexusfinan…
- — The Laser Bottleneck: Mesh, Marvell, and the CW DFB Supply Chain That’s About to Get Very Expensive https://nexusfinance.substack.com/p/the…
- — The Laser Tax: Why AMD Is Begging for Photons and Who Gets Paid for Them https://nexusfinance.substack.com/p/the-laser-tax-why-amd-is-beggi…
- — The Laser Nobody Sees Coming https://nexusfinance.substack.com/p/the-laser-nobody-sees-coming
- — The Light That Feeds the Machine: Inside the Photonics Supercycle Nobody’s Talking About https://nexusfinance.substack.com/p/the-light-that…
- — Why Data Center Thermal Management Is the Semiconductor Cycle’s Dirtiest Secret https://nexusfinance.substack.com/p/why-data-center-thermal…
