Frontier Tech Intelligence · The questions

The questions Frontier Tech Intelligence answers every day

Every finding the agents extract from 100+ sources is tagged with the standing questions it bears on. Each page below is one question for one domain: how many findings answered it in the last 90 days, which companies were named most, and the latest findings with outlet and date.

AI infrastructure · the AI Infra 100 →

Where is the money going in AI infrastructure?5,282 findings in 90 days · funding rounds, valuations, listings and investments, by company and layer Which AI infrastructure suppliers are funded to deliver?3,128 findings in 90 days · suppliers whose funding, backlog and capacity show they can deliver what they sold Who is expanding production in AI infrastructure?2,697 findings in 90 days · plants, lines, megawatts and units announced or opened What AI infrastructure capacity is coming online?1,808 findings in 90 days · capacity that is operational, ready or available now How much of AI infrastructure is China?1,444 findings in 90 days · Chinese companies, cities and policy in the landscape What is blocking AI infrastructure?769 findings in 90 days · permits, licences, tariffs, export controls, sanctions and regulators What went wrong in AI infrastructure?736 findings in 90 days · delays, recalls, halts, lawsuits, layoffs and losses Who owns AI infrastructure: states, founders or funds?527 findings in 90 days · state-owned, founder-led and fund-owned companies by layer Where is supply constrained in AI infrastructure?496 findings in 90 days · shortages, bottlenecks, lead times, allocation and sold-out capacity Which AI infrastructure suppliers changed hands?494 findings in 90 days · acquisitions, mergers, majority stakes and changes of control at suppliers Who is buying whom in AI infrastructure?491 findings in 90 days · acquisitions, mergers, buyouts and takeovers Who raised or cut guidance in AI infrastructure?452 findings in 90 days · forecasts and outlooks raised, cut or confirmed Who supplies whom in AI infrastructure?447 findings in 90 days · supply agreements and partnerships, and the dependence they create Who won qualifications and design wins in AI infrastructure?380 findings in 90 days · qualifications, certifications, approvals and sole-source positions Where are prices moving in AI infrastructure?282 findings in 90 days · price increases, cuts and price wars Who controls what in AI infrastructure?264 findings in 90 days · stakes, majorities and ownership that concentrate control Who is new in AI infrastructure?245 findings in 90 days · companies out of stealth, spin-outs and seed rounds Where is the order backlog building in AI infrastructure?200 findings in 90 days · backlogs, order intake and bookings by segment Who moved into mass production in AI infrastructure?82 findings in 90 days · starts of production, volume ramps and SOPs Where are second sources appearing in AI infrastructure?69 findings in 90 days · second and dual sources, first shipments and new qualifications

Humanoid robotics · the Humanoids 100 →

Where is the money going in humanoid robotics?408 findings in 90 days · funding rounds, valuations, listings and investments, by company and layer Who is expanding production in humanoid robotics?323 findings in 90 days · plants, lines, megawatts and units announced or opened How much of humanoid robotics is China?294 findings in 90 days · Chinese companies, cities and policy in the landscape Which humanoid robotics suppliers are funded to deliver?190 findings in 90 days · suppliers whose funding, backlog and capacity show they can deliver what they sold What humanoid robotics capacity is coming online?101 findings in 90 days · capacity that is operational, ready or available now Who moved into mass production in humanoid robotics?51 findings in 90 days · starts of production, volume ramps and SOPs Who supplies whom in humanoid robotics?48 findings in 90 days · supply agreements and partnerships, and the dependence they create Which humanoid robotics suppliers changed hands?46 findings in 90 days · acquisitions, mergers, majority stakes and changes of control at suppliers Who is buying whom in humanoid robotics?44 findings in 90 days · acquisitions, mergers, buyouts and takeovers What went wrong in humanoid robotics?39 findings in 90 days · delays, recalls, halts, lawsuits, layoffs and losses What is blocking humanoid robotics?36 findings in 90 days · permits, licences, tariffs, export controls, sanctions and regulators Where is the order backlog building in humanoid robotics?33 findings in 90 days · backlogs, order intake and bookings by segment Where is supply constrained in humanoid robotics?31 findings in 90 days · shortages, bottlenecks, lead times, allocation and sold-out capacity Who controls what in humanoid robotics?28 findings in 90 days · stakes, majorities and ownership that concentrate control Who owns humanoid robotics: states, founders or funds?24 findings in 90 days · state-owned, founder-led and fund-owned companies by layer Who raised or cut guidance in humanoid robotics?24 findings in 90 days · forecasts and outlooks raised, cut or confirmed Who is new in humanoid robotics?21 findings in 90 days · companies out of stealth, spin-outs and seed rounds Who won qualifications and design wins in humanoid robotics?20 findings in 90 days · qualifications, certifications, approvals and sole-source positions Where are prices moving in humanoid robotics?13 findings in 90 days · price increases, cuts and price wars Where are second sources appearing in humanoid robotics?3 findings in 90 days · second and dual sources, first shipments and new qualifications

Robotics · the Robotics 100 →

Where is the money going in robotics?1,202 findings in 90 days · funding rounds, valuations, listings and investments, by company and layer Who is expanding production in robotics?855 findings in 90 days · plants, lines, megawatts and units announced or opened Which robotics suppliers are funded to deliver?704 findings in 90 days · suppliers whose funding, backlog and capacity show they can deliver what they sold How much of robotics is China?532 findings in 90 days · Chinese companies, cities and policy in the landscape What robotics capacity is coming online?339 findings in 90 days · capacity that is operational, ready or available now Who supplies whom in robotics?245 findings in 90 days · supply agreements and partnerships, and the dependence they create Who won qualifications and design wins in robotics?187 findings in 90 days · qualifications, certifications, approvals and sole-source positions Which robotics suppliers changed hands?177 findings in 90 days · acquisitions, mergers, majority stakes and changes of control at suppliers Who is buying whom in robotics?177 findings in 90 days · acquisitions, mergers, buyouts and takeovers What is blocking robotics?167 findings in 90 days · permits, licences, tariffs, export controls, sanctions and regulators What went wrong in robotics?111 findings in 90 days · delays, recalls, halts, lawsuits, layoffs and losses Who owns robotics: states, founders or funds?99 findings in 90 days · state-owned, founder-led and fund-owned companies by layer Where is supply constrained in robotics?88 findings in 90 days · shortages, bottlenecks, lead times, allocation and sold-out capacity Who is new in robotics?79 findings in 90 days · companies out of stealth, spin-outs and seed rounds Who controls what in robotics?74 findings in 90 days · stakes, majorities and ownership that concentrate control Who raised or cut guidance in robotics?59 findings in 90 days · forecasts and outlooks raised, cut or confirmed Who moved into mass production in robotics?59 findings in 90 days · starts of production, volume ramps and SOPs Where is the order backlog building in robotics?49 findings in 90 days · backlogs, order intake and bookings by segment Where are prices moving in robotics?28 findings in 90 days · price increases, cuts and price wars Where are second sources appearing in robotics?16 findings in 90 days · second and dual sources, first shipments and new qualifications

The space industry · the Space 100 →

Where is the money going in the space industry?1,025 findings in 90 days · funding rounds, valuations, listings and investments, by company and layer Which the space industry suppliers are funded to deliver?662 findings in 90 days · suppliers whose funding, backlog and capacity show they can deliver what they sold Who is expanding production in the space industry?581 findings in 90 days · plants, lines, megawatts and units announced or opened What the space industry capacity is coming online?418 findings in 90 days · capacity that is operational, ready or available now What went wrong in the space industry?220 findings in 90 days · delays, recalls, halts, lawsuits, layoffs and losses What is blocking the space industry?207 findings in 90 days · permits, licences, tariffs, export controls, sanctions and regulators How much of the space industry is China?192 findings in 90 days · Chinese companies, cities and policy in the landscape Which the space industry suppliers changed hands?171 findings in 90 days · acquisitions, mergers, majority stakes and changes of control at suppliers Who is buying whom in the space industry?170 findings in 90 days · acquisitions, mergers, buyouts and takeovers Who owns the space industry: states, founders or funds?147 findings in 90 days · state-owned, founder-led and fund-owned companies by layer Who supplies whom in the space industry?131 findings in 90 days · supply agreements and partnerships, and the dependence they create Who won qualifications and design wins in the space industry?126 findings in 90 days · qualifications, certifications, approvals and sole-source positions Where is the order backlog building in the space industry?96 findings in 90 days · backlogs, order intake and bookings by segment Who is new in the space industry?53 findings in 90 days · companies out of stealth, spin-outs and seed rounds Who raised or cut guidance in the space industry?44 findings in 90 days · forecasts and outlooks raised, cut or confirmed Where are second sources appearing in the space industry?44 findings in 90 days · second and dual sources, first shipments and new qualifications Who controls what in the space industry?39 findings in 90 days · stakes, majorities and ownership that concentrate control Where is supply constrained in the space industry?38 findings in 90 days · shortages, bottlenecks, lead times, allocation and sold-out capacity Where are prices moving in the space industry?14 findings in 90 days · price increases, cuts and price wars Who moved into mass production in the space industry?10 findings in 90 days · starts of production, volume ramps and SOPs

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