AI infrastructure spending newsletters

NewsletterFIT tracks 6 newsletters that cover AI infrastructure spending as a primary topic, 5 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Derek Thompson (20K), Document Zero (3K) and Recruiter's AI Digest (4K).

Updated Nov 1, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    Derek Thompson20K subscribers

    SubstackWeekly · last post 23 days ago

    Likely audience: AI researchers

  2. 2
    Document Zero3K subscribers

    SubstackWeekly · last post 31 days ago

    Likely audience: AI investors

  3. 3
    Technicity—

    SubstackEvery two weeks · last post 13 days ago

    Likely audience: Investors

  4. 4
    Mind Math Daily—

    LinkedInEvery two weeks · last post 7 days ago

    Likely audience: Investment analysts

  5. 5
    Culture & Clarity—

    LinkedInEvery two weeks · last post 4 days ago

    Likely audience: Tech industry professionals

  6. 6
    Recruiter's AI Digest4K subscribers

    Substacklast post Feb 7, 2025

    Likely audience: Recruiting leaders

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