{"question":"What AI infrastructure capacity is coming online?","domain":"AI infrastructure","key":"capacity_available","url":"https://www.frontiertechintelligence.com/questions/ai-infra/capacity-coming-online","days":90,"count_recent":1786,"count_total":5201,"since":"2016-12-05","latest":"2026-11-02","companies_named_most":[{"name":"NVIDIA","mentions":147,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":100,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"OpenAI","mentions":97,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":92,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Amazon","mentions":66,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Meta","mentions":55,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"SpaceX","mentions":41,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Microsoft","mentions":34,"url":"https://www.frontiertechintelligence.com/companies/microsoft"}],"findings":[{"date":"2026-11-02","finding":"LG CNS fully pre-leases its Indonesia AI data center before completion","detail":"LG CNS has secured lease agreements covering 100% of the capacity of its artificial intelligence data center in Indonesia ahead of the facility's completion.","outlet":"The Elec","companies":[{"name":"LG CNS","url":"https://www.frontiertechintelligence.com/companies/lg-cns"}]},{"date":"2026-11-02","finding":"HUMAIN plans 3 GW of AI data center capacity by 2030","detail":"HUMAIN aims to build 3 gigawatts of AI data center capacity by 2030 to meet AI computing demand in the Middle East and global markets.","outlet":"ZDNet Korea","companies":[{"name":"Humain","url":"https://www.frontiertechintelligence.com/companies/humain"}]},{"date":"2026-11-01","finding":"Google received the first AI response from a TPU on a Project Suncatcher prototype satellite, with Gemma 4 composing a haiku.","detail":"Google announced it received the first AI-generated response from a TPU mounted on a prototype satellite for its space AI data center concept Project Suncatcher. The company sent a prompt to the in-orbit open model Gemma 4, confirmed a response in which the model composed a haiku, and said it will proceed with operational evaluation tests of TPUs in space.","outlet":"ITmedia News","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Project Suncatcher"}]},{"date":"2026-11-01","finding":"NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits","detail":"NVIDIA Personal Computing Senior Vice President Jeff Fisher said the company had not stopped producing the RTX 5090, responding to rumors it had halted the card to free chips for professional GPUs, while acknowledging supply-chain and production-capacity constraints.","outlet":"Yicai","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-31","finding":"TSMC capacity is fully sold out and makes two-thirds of chips that matter","detail":"TSMC manufacturing is completely sold out, with demand multiples higher than it can produce. Two-thirds of chips that matter are made by TSMC, which is allocating capacity among Apple, Google, Nvidia, and SpaceX.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"SpaceX","url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-10-31","finding":"Murata Manufacturing to invest 1 trillion yen over five years to expand MLCC capacity","detail":"Murata announced a plan to invest 1 trillion yen over the next five years to expand multilayer ceramic capacitor production capacity for AI data-center demand.","outlet":"ZDNet Korea","companies":[{"name":"Murata Manufacturing","url":"https://www.frontiertechintelligence.com/companies/murata-manufacturing"}]},{"date":"2026-10-31","finding":"OpenAI deal would let it lease newly developed computing capacity in the UAE","detail":"A deal would let OpenAI lease newly developed computing capacity in the United Arab Emirates.","outlet":"Tech in Asia","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-10-31","finding":"Megmeet is ramping GB300 power-product capacity amid strong orders.","detail":"Megmeet reported that production capacity for its GB300 products is steadily increasing and that orders are sufficient. The company is continuing to secure new GB300 business as capacity ramps.","outlet":"36Kr newsflashes","companies":[]},{"date":"2026-10-31","finding":"Gemini for Carbon is not generally available.","detail":"Google's Gemini for Carbon model is not generally available, unlike Opus 5.5, which is broadly accessible.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-30","finding":"Mistral opened the weights for Mistral Large 4 for enterprise deployment.","detail":"Mistral made Mistral Large 4 available for self-hosting through Hugging Face and also made the model accessible through its API.","outlet":"Tech in Asia","companies":[{"name":"Hugging Face","url":"https://www.frontiertechintelligence.com/companies/hugging-face"},{"name":"Mistral AI","url":"https://www.frontiertechintelligence.com/companies/mistral-ai"}]},{"date":"2026-10-30","finding":"SanDisk has locked roughly half of its fiscal 2027 capacity to NBM projects.","detail":"SanDisk said NBM projects account for approximately 50% of its capacity in fiscal 2027, rising to about two-thirds in fiscal 2028. Management expects the NBM backlog to exceed the company’s available supply by the end of the decade.","outlet":"36Kr newsflashes","companies":[{"name":"Sandisk","url":"https://www.frontiertechintelligence.com/companies/sandisk"}]},{"date":"2026-10-30","finding":"LG CNS secured tenants for the full capacity of its Jakarta data center ahead of completion.","detail":"LG CNS said the Jakarta data center is scheduled for completion in early November 2026 and that customers have been secured for the entire leasable capacity, establishing an initial revenue base.","outlet":"ZDNet Korea","companies":[{"name":"LG CNS","url":"https://www.frontiertechintelligence.com/companies/lg-cns"}]}]}