GPU supply chain newsletters

NewsletterFIT tracks 4 newsletters that cover GPU supply chain as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are Big Technology (156K), Kakashii's Materials (29K) and 老猫美股研究 (21K).

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

  1. 1
    Big Technology156K subscribers

    SubstackEvery two weeks · last post 19 days ago

    Likely audience: AI product managers

  2. 2
    Kakashii's Materials29K subscribers

    SubstackEvery two weeks · last post 26 days ago

    Likely audience: Hyperscaler procurement teams

  3. 3
    老猫美股研究21K subscribers

    SubstackEvery two weeks · last post 15 days ago

    Likely audience: Investors and traders monitoring AI sector volatility

  4. 4
    Kerman Kohli9K subscribers

    SubstackMonthly or less · last post 12 days ago

    Likely audience: AI infrastructure investors

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