Best AI Compute Demand Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover AI compute demand as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are Kerman Kohli (9K), Robonomics (3K) and techworldindia (2K).
Updated Nov 11, 2026 · sorted by publicly shown subscribers · methodology
- 1Kerman Kohli9K subscribers
SubstackMonthly or less · last post 22 days ago
thinking in systems. data, identity, growth and war stories from being a founder in crypto.
Likely audience: AI infrastructure investors
- 2Robonomics3K subscribers
SubstackWeekly · last post 10 days ago
From recent posts: Robonomics publishes weekly data-driven analyses on AI infrastructure, compute scaling, and market dynamics for investors and industry observers. The publication covers topics ranging from global semiconductor supply…
Likely audience: Venture capitalists
- 3techworldindia2K subscribers
SubstackMonthly or less · last post 48 days ago
India’s Cloud & DC boom is here. We track the deals, data, and disruption across the industry so you’re always ahead of the curve. Distilled, decoded, and delivered weekly.
Likely audience: Data center investors
Latest posts from these newsletters
- Robotics' New…Robonomics
- AIDD |…Robonomics
- Fact Check…Robonomics
- Compute Financing…Kerman Kohli
- AI Infra…Robonomics
- Micro-drama (Hongguo)…Robonomics
- AI Drug…Robonomics
- Agent (Muse)…Robonomics