Chipstrat covers semiconductors, AI infrastructure, optics and networking through an engineer's lens with a business strategy angle. Readers get explanatory primers, company analysis such as Dell's AI demand, and podcast conversations with industry investors.

Jonathan Koomey shares research, talks and publications on energy use, data centers, and the efficiency of computing. Readers get data-backed analysis, citations and downloadable materials aimed at correcting hype around electricity demand forecasts.

Analysis of the AI investment cycle, covering metrics such as revenue coverage of AI capital costs, data center power constraints, and company earnings signals. It also includes weekly research picks on AI and economics from the Exponential View research desk.

An independent, journalist-owned outlet publishing original reporting on technology and its effects on people, including surveillance, fraud, and infrastructure. Readers get in-depth investigative stories with named sources and concrete detail.