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The Data Letter

Substack
thedataletter.com· weekly· Published 4 days ago

The Data Letter examines who funds AI infrastructure, what it costs, what it returns, and who bears the risk, using detailed analysis of IPO accounting, credit markets and off-balance-sheet data center financing. Free subscribers receive a snapshot map of major AI financing deals.

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Platform
Substack
Frequency
Weekly
Latest issue
Oct 22, 2026
Language
English
Written for
Investors, finance professionals and analysts following AI company financing
Tone
analytical
Tracked since
Oct 25, 2026

Website: https://www.thedataletter.com