Best AI Data Center Power Demand Newsletters in 2026
NewsletterFIT tracks 4 newsletters that cover AI data center power demand as a primary topic, 3 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are C3 - Connect, Catalyze, Change (13K), Type-F Capital Equity Research (3K) and Fiat’s Funeral (200).
Updated Nov 15, 2026 · sorted by publicly shown subscribers · methodology
- 1C3 - Connect, Catalyze, Change13K subscribers
SubstackWeekly · last post 18 days ago
Insights on emerging strategies and innovative approaches to STEM technical and professional education, talent pipelines and workforce strategy—connecting industry, education, and policy to develop and support…
Likely audience: STEM educators
- 2Type-F Capital Equity Research3K subscribers
SubstackWeekly · last post 13 days ago
Equity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”
Likely audience: Equity researchers
- 3
SubstackSeveral times a week · last post 11 days ago
An ongoing education on category-defining companies
Likely audience: investors
- 4Fiat’s Funeral200 subscribers
Substacklast post Apr 1, 2026
From recent posts: The article analyzes copper's structural market dynamics, projecting significant deficits through 2026 due to rising demand from electrification, AI data centers, and emerging markets, against a backdrop of aging mine s…
Likely audience: Commodity traders
Latest posts from these newsletters
- I just…FJ Research
- Anthropic: A…Type-F Capital Equity Research
- Pershing Square…FJ Research
- Lilly Q3…FJ Research
- Rising Energy…C3 - Connect, Catalyze, Change
- Berkshire Hathaway…FJ Research
- Bloom Energy:…Type-F Capital Equity Research
- My personal…Type-F Capital Equity Research