Substacks recommended by Rich Miller

Recommended by Rich Miller

Energy Industry Insights from Avanza Energy

Strategic energy industry analytics helping company leaders, investors, and project developers navigate the energy transition through data-driven insights on EVs, data centers, and grid modernization.

Teach What I Know - Energy & Policy Learning w/ Arushi

By Substack

A single home for writing, research, advocacy, and teaching tools I have developed in my career as a US and global energy markets, systems compliance and design, and regulatory advocacy professional. Add me at www.linkedin.com/in/arushisharmafrank

Excellent insights on the energy grid and innovations to meet demand for AI data center capacity.

- Rich Miller

Peter Perri III

Energy investor with 20+ years building and financing power infrastructure. Managing Partner of Jupiter Island Capital, deploying ~3 GW and scaling toward 10 GW of AI-ready dispatchable generation for hyperscale data center demand.

In-depth insights on energy and the AI boom.

- Rich Miller

More Than Moore

By Dr. Ian Cutress

The latest in semiconductors: silicon, AI, processors, market trends.

Dirt to Data

By Suhail Y Tayeb

Tracking the real estate engine behind AI—from permitting battles to power deals.

NYU's Suhail Tayeb shares insights on the "land, power, permits, and politics shaping the AI infrastructure boom." Really relevant lens on this market.

- Rich Miller

Data Centre News with Andy Davis

The latest news from the world of data centres.

News and links from data center expert Andy Davis, host of the Inside Data Centre podcast.

- Rich Miller

Global Data Center Hub

Global Data Center Hub covers where capital, power, and compute converge — intelligence on global data center transactions, from hyperscale deals to emerging market buildouts, for the investors and operators building the infrastructure behind AI.

Analysis of the business of data centers. Relevant essays from Obinna Isiadinso.

- Rich Miller

Ground Level AI

By Sharon Goldman

Field reporting from the AI front lines — covering AI infrastructure, security, policy, and the forces shaping what comes next.

Sharon shares interesting behind-the-scenes takes on covering AI for Fortune.

- Rich Miller

Data Center Fervor

By DC Fervor

Covers the most relevant news for digital infrastructure on a daily basis + opinion pieces on the industry as a whole.

Clearly Tech

By Paul Mah

Tech insights and explanations that stay with you. On AI, cybersecurity, cloud, data centres, enterprise IT, and sustainability.

Insights from journalist Paul Mah on data center development and the Asia-Pacific market.

- Rich Miller

Sebastian Barros Newsletter

Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.

Sebastian brings deep expertise in telecom, and his Notes feed is a great daily source of news and context for a fast-moving world.

- Rich Miller

AI Supremacy

By Michael Spencer

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Michael Spencer shares expansive coverage of technology, offering a balanced take on AI and its role in the tech sector and US economy.

- Rich Miller

Key Context by Tae Kim

Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim

Digital Infrastructure

By John Rath

Digital Infrastructure news and insights

John Rath is a veteran industry watcher (and DCK alum) who shares news links of interest to data center professionals.

- Rich Miller

Power & Policy

By Tyler Norris

Power systems, markets, and technologies - and the political economy that shapes them.

Tyler Norris shares his take on building a more flexible and interactive grid that can support growing demand from large-load users (especially data centers).

- Rich Miller