By Armando Pereira | Founder, PVentures Consulting | Senior Member IEEE | Co-founder, OpenFog Consortium (IEEE 1934) | President, Autonomous Vehicle Computing Consortium | Former VP/GM Optical BU, Centillium Communications (CMOS PON SoC, NTT-qualified)

Current, specific, not obvious.🎯

🧭 Welcome back to The Sextant™

The Sextant™ is a recurring series of board-level briefings on the hidden constraints shaping the infrastructure in deep-tech. Each issue isolates one constraint and ends with the questions a director should carry into the next board meeting.

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1️⃣ Executive Summary

Four weeks ago, this series named substrate selection as a five-to-twelve-year capital commitment. Two weeks ago, we named the qualified individual who can negotiate at that layer. Today, we name the fourth constraint, one level below the silicon, every prior issue discussed. The advanced packaging that binds the logic die to its memory, the ABF substrate beneath the package, and the high-bandwidth memory stacked beside it form a single physical chokepoint, three- to five-supplier-wide, that gates the entire AI buildout. Every issue converges on one question: where is your stack single-sourced, and does the board know it?

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By Armando Pereira | Founder, PVentures Consulting | Senior Member IEEE | Co-founder, OpenFog Consortium (IEEE 1934) | President, Autonomous Vehicle Computing Consortium | Former VP/GM Optical BU, Centillium Communications (CMOS PON SoC, NTT-qualified)

Current, specific, not obvious.🎯

🧭 Welcome back to The Sextant™

The Sextant™ is a recurring series of board-level briefings on the hidden constraints shaping the infrastructure in deep-tech. Each issue isolates one constraint and ends with the questions a director should carry into the next board meeting.

Subscribe now

1️⃣ Executive Summary

Four weeks ago this series named the first hidden constraint: packaging, not silicon. Two weeks ago we named the second: substrate selection, a five-to-twelve-year capital commitment. Today we name the third, one layer above silicon and the foundation model: the person qualified to negotiate at the substrate layer. Inference and physical AI converge on one question: who in your organization holds the credential, the standards-body fluency, and the carrier-grade discipline to make a substrate decision that compounds across product cycles?

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By Armando Pereira | Founder, PVentures Consulting | Senior Member IEEE | Co-founder, OpenFog Consortium (IEEE 1934) | President, Autonomous Vehicle Computing Consortium | Former VP/GM Optical BU, Centillium Communications (CMOS PON SoC, NTT-qualified)

Current, specific, not obvious.🎯

🧭 Welcome back to The Sextant™

The Sextant™ is a recurring series of b…

Read more

By Armando Pereira | Founder, PVentures Consulting | Senior Member IEEE | Co-founder, OpenFog Consortium (IEEE 1934) | President, Autonomous Vehicle Computing Consortium | Former VP/GM Optical BU, Centillium Communications (CMOS PON SoC, NTT-qualified)

Current, specific, not obvious.🎯

Read more