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Funda AI x Fabian
We will have announcements out on X soon but I wanted to give you a heads up first.
May 29
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Fabian
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Most Popular
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Inside Google’s Ironwood TPU v7 Supply Chain
Nov 24, 2025
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Fabian
122
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The Optical Supercycle: Strategic Divergence in the Era of AI Infrastructure
Dec 3, 2025
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Fabian
107
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Pluggables, Power, and Geopolitics: Mapping the 800G and 1.6T Optical Transceiver Battle
Dec 6, 2025
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Fabian
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Inside Google's Ironwood TPU v7 Supply Chain (Updated)
Apr 1
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Fabian
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Recent posts
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Adtran Holdings
A small-cap optical and Data Center Interconnect vendor with AI-buildout exposure
May 28
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Fabian
10
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Semtech Q1 FY27 Earnings Call Recap and Summary.
A data center inflection underway, HieFo, and scale-across emerges as a strategic theme
May 26
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Fabian
18
5
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Six Months After Ironwood: A Reflection on My First Half-Year on Substack
How one article rewired my career, the names that moved, and a transition I'd like to share
May 21
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Fabian
19
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Keysight Technologies, Inc.
The instrument shop behind every 800G and 1.6T transceiver. Upside above consensus.
May 19
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Fabian
10
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5
Scale Across, Confirmed
A four-way cross-read of Arista, Coherent, Lumentum, and Nokia
May 9
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Fabian
11
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Untangled
CPO, short copper, and the test bench underneath
May 8
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Fabian
27
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Mycronic Anxiety with all so-called Photonics Bottlenecks
A Swedish industrial compounder with a German photonics unit, the CPO "bottleneck", and the gap between narrative and physics.
Apr 27
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Fabian
12
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The Third Tier: Scale-Across Like Kriss Kross
The coherent optics tying AI campuses together, and why frontier training has outgrown a single building
Apr 22
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Fabian
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