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Semi Analysis-style Substack for AI Infrastructure
Paid newsletter and model-driven research breaking down semiconductor and AI infrastructure costs and build-outs.
Summary
A niche subscription publication that publishes deep dives, datasets, and cost models for data centers, inference costs, and semiconductor supply chain trends.
Problem
Investors, engineers, and operators lack accessible, model-backed analysis of AI infrastructure costs and capacity build-outs.
Target customer
Investors, data center operators, semiconductor engineers, AI infrastructure teams, and technical decision-makers.
Solution
Publish regular Substack-style reports, interactive models, cost-of-inference calculators, and premium deep-dive reports or datasets.
Business model
subscription newsletter (paid tiers)one-off paid reportspaid data/model accessconsulting and custom research
Distribution
Xnewslettercreator partnerships
Required skills
LLM workflowscustomer discoverydistributionproduct validationaudience building