Publishes long-form explainer guides on frontier hardware and AI infrastructure, such as NVIDIA's Rubin Ultra, TSMC's 2nm node and OpenAI's Stargate. Each guide separates officially announced facts from reports and ends with an explicit take and the limits of what is known.
Website: https://www.insidedeeptech.com/
SemiAnalysis is a paid research newsletter covering semiconductors and their business implications, including datacenter buildout, chip manufacturing equipment, and AI policy. Each issue offers deep-dive analysis with forecasts, supply-chain detail, and data models for investors and industry professionals.
Deep-dive analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and investment-oriented views ahead of big tech earnings.
Big Technology is an independent newsletter by journalist Alex Kantrowitz covering big tech and its effects on society, largely through interviews with tech executives and analysts. Recent issues cover Google's frontier AI push, robotics progress at Rivian's Mind Robotics, and the scale of the AI infrastructure buildout.
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