Fabian's Substack

Fabian's Substack

About the Substack

Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.

Free Subscription Benefits

• Deep dives for all for the first few months of launching paid subscriptions

Paid Subcription Benefits

• Select subscriber-only posts and full archive
• Post comments, Q&A, influence on future research topics, and join the community
• Long shot goal: Short interviews with directors, CEOs, and VPs of major AI infrastructure companies

About Fabian

Tech and AI infrastructure, mostly Test & Measurement and DCI, capital markets, art, music, and endurance sports. Not financial advice. Not investment advice. Not any advice. Do your own research.