AI capital expenditure newsletters

NewsletterFIT tracks 5 newsletters that cover AI capital expenditure as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are Musings on Markets (73K) and LoRosha's Investment Desk (2K).

Updated Oct 29, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    Musings on Markets 73K subscribers

    Substack Every two weeks · last post 20 days ago

    Likely audience: Investment analysts

  2. 2
    LoRosha's Investment Desk 2K subscribers

    Substack Every two weeks · last post 6 days ago

    Likely audience: AI infrastructure investors

  3. 3
    AI Investment Brief by Exponential View —

    Substack Weekly · last post 17 days ago

    Likely audience: AI investors

  4. 4
    Signal Over Noise —

    LinkedIn Every two weeks · last post 17 days ago

    Likely audience: Investment professionals

  5. 5
    In Context —

    LinkedIn Monthly or less · last post 20 days ago

    Likely audience: Investment analysts

Latest posts from these newsletters

Browse all topics