Kakashii's Materials

Substacknewsletter · by Kakashii · English

Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me

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Audience
29K subscribers
Shown publicly on Substack
Publishing
Every two weeks
5 posts indexed in the last 90 days
Last post
Oct 5, 2026
25 days ago
Likely audience
Hyperscaler procurement teams
Inferred from post content

Kakashii's Materials is a Substack newsletter by Kakashii covering Nvidia Blackwell, AI compute infrastructure and GPU supply chain. NewsletterFIT indexed 5 posts from it in the last 90 days, most recently on Oct 5, 2026. Shown publicly on Substack: 29K subscribers.

Topics

Recent posts

  • NVIDIA SERIES…
  • Oracle: Hyperscaler…
  • A read…
  • The Neoclouds…
  • SpaceX: "AI"…

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Compiled from public pages · refreshed Oct 17, 2026 · How NewsletterFIT collects and labels data