We are thrilled to welcome Fabian to FundaAI. Fabian is one of the respected voices covering data center interconnect, test and measurement, and AI infrastructure names on Substack and X today, with a decade of hands-on industry experience that very few writers in this space can match.

His work on optical testing industry earlier this year was the first time we came across his work, and since then we have been exchanging views on transceiver roadmaps and the broader photonics value chain. The technical depth he brings from inside the industry, combined with a strong instinct for how it flows through to public market names, made the decision to work together feel natural and easy.

Fabian will be covering data center interconnect, test and measurement vendors, and networking hardware among others at FundaAI, while continuing to run his own Substack.

Keeping a little mystery here, his first report since joining digs into a new area, and we are both very excited about it. Looking forward to the next leg of this journey together!