Best Data Center Capital Expenditure Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover Data center capital expenditure as a primary topic, 2 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are P Equity Research (2K).
Updated Nov 13, 2026 · sorted by publicly shown subscribers · methodology
- 1P Equity Research2K subscribers
SubstackDaily · last post 11 days ago
From recent posts: P Equity Research publishes expert-level interviews and financial inquiries focused on AI infrastructure, semiconductor supply chains, and hyperscaler capital expenditure. Content consists of structured analyst…
Likely audience: Investment analysts
- 2
SubstackWeekly · last post 8 days ago
From recent posts: The article analyzes whether the current AI infrastructure build-out constitutes a leveraged asset bubble, comparing AI to historical infrastructure booms and examining Anthropic's and OpenAI's upcoming IPOs, falling mo…
Likely audience: investors
- 3
Substacklast post Jul 25, 2026
Thematic research and stock deep dives. Finding outliers in a sea of noise.
Likely audience: investors
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