The questions · AI infrastructure · Who raised or cut guidance in AI infrastructure?

Who raised or cut guidance in AI infrastructure?

Forecasts and outlooks raised, cut or confirmed · 447 findings in the last 90 days · 1,066 since 31 Jan 2022 · latest 2 Nov 2026

Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every dated finding that bears on this question. In the last 90 days, 447 findings in AI infrastructure did; the companies named most often were Advantest (20), OpenAI (20), Alphabet (15). Since 31 Jan 2022 the count is 1,066. Below are the latest findings with their outlet and date, and the companies they name.

The latest findings

  1. Intel shares fell 29% in one day, pulling down other semiconductor stocks

    Intel dropped 29% in a single session after the weaker outlook, its largest one-day decline since the 1970s. Qualcomm, AMD, Marvell Technology, and Arm each fell about 10%, NVIDIA fell 4.22%, and the Philadelphia Semiconductor Index dropped 7.2%.

    Caixin · AMD, Arm, Intel, Marvell, NVIDIA, Qualcomm

  2. Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.

    The third-quarter outlook was weaker than expected after a steep rise in the prior quarter.

    Yicai · Kioxia

  3. Kioxia shares fall as outlook raises concerns over AI demand

    Kioxia shares declined after its outlook raised concerns about AI-related demand.

    Tech in Asia · Kioxia

  4. Reddit shares sink 29% on Q4 outlook as Google AI cuts traffic

    Reddit stock fell 29% after the company issued its Q4 outlook, with the decline tied to Google AI reducing referral traffic.

    Tech in Asia · Alphabet, Reddit

  5. Naviu launches AI-powered AR travel companion for Japan on iOS and Android

    Naviu, a business under TANGLE Inc., launched its AI-powered augmented-reality travel companion on iOS and Android on November 1, 2026, using patent-pending geospatial technology for 29-language guidance and city-scale AR navigation.

    PR Newswire, all releases

  6. Alphabet burned $9 billion of free cash flow while holding full-year capex at $195–205 billion.

    Alphabet burned $9 billion of free cash flow in the quarter, worse than expected, while keeping capital expenditure guidance at $195 to $205 billion for the year.

    Peter H. Diamandis · Alphabet

  7. Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.

    Chip stocks sold off on October 30, 2026 after Intel's guidance miss, with the Philadelphia Semiconductor Index down 7.2% on the day.

    Caixin · AMD, Arm, Marvell, NVIDIA, Qualcomm

  8. Intel beat estimates but issued a weaker outlook as PC sales fell on expensive memory.

    Intel’s results beat estimates while its outlook for the quarter came in below expectations. The CFO said PC sales were down, driven by expensive memory chips.

    Peter H. Diamandis · Intel

  9. Intel beat earnings estimates but issued a quarterly outlook below expectations.

    Intel's results beat estimates while its outlook for the quarter came in below expectations.

    Moonshots with Peter Diamandis · Intel

  10. Microsoft’s Azure revenue rose 48% in its fiscal first quarter.

    Microsoft reported a 48% increase in Azure revenue for the fiscal first quarter, contributing to better-than-expected quarterly results and a stronger-than-forecast outlook.

    The Elec · Microsoft

  11. Intel reported Q3 revenue of $16.5 billion, up 21% year over year, while forecasting Q4 revenue of $15 billion to $16 billion.

    Intel’s Q3 revenue reached $16.5 billion, a 21% year-over-year increase. The company forecast Q4 revenue between $15 billion and $16 billion.

    Electronics Weekly · Intel

  12. The U.S. Federal Reserve proposed revising its third-party risk guidance to require continuous monitoring of high-risk AI, cloud, and core-system vendors.

    The Federal Reserve’s revised SR 23-4 guidance would move banks away from uniform written checklists and require risk-proportionate, real-time monitoring of high-risk third parties, including cloud providers, AI vendors, and core-system outsourcers.

    ZDNet Korea

Members see all 447 findings of the period and the answer written from them, by segment and company, updated daily.

Named most often, last 90 days

20Advantest20OpenAI15Alphabet12NVIDIA10Google DeepMind8Anthropic8Intel8Meta

Mentions in findings that bear on this question. Each company has a file.

The same question elsewhere

Who raised or cut guidance in humanoid robotics?24 findings in 90 daysWho raised or cut guidance in robotics?57 findings in 90 daysWho raised or cut guidance in the space industry?44 findings in 90 days

Other questions in AI infrastructure

Where is the money going in AI infrastructure?5,232 findings in 90 daysWhich AI infrastructure suppliers are funded to deliver?3,097 findings in 90 daysWho is expanding production in AI infrastructure?2,668 findings in 90 daysWhat AI infrastructure capacity is coming online?1,786 findings in 90 daysHow much of AI infrastructure is China?1,431 findings in 90 daysWhat is blocking AI infrastructure?744 findings in 90 daysWhat went wrong in AI infrastructure?727 findings in 90 daysWho owns AI infrastructure: states, founders or funds?523 findings in 90 daysWhere is supply constrained in AI infrastructure?493 findings in 90 daysWhich AI infrastructure suppliers changed hands?492 findings in 90 daysWho is buying whom in AI infrastructure?489 findings in 90 daysWho supplies whom in AI infrastructure?442 findings in 90 daysWho won qualifications and design wins in AI infrastructure?375 findings in 90 daysWhere are prices moving in AI infrastructure?281 findings in 90 daysWho controls what in AI infrastructure?261 findings in 90 daysWho is new in AI infrastructure?241 findings in 90 daysWhere is the order backlog building in AI infrastructure?194 findings in 90 daysWho moved into mass production in AI infrastructure?82 findings in 90 daysWhere are second sources appearing in AI infrastructure?69 findings in 90 days

Questions this page answers

Who raised or cut guidance in AI infrastructure?

447 dated findings in AI infrastructure bear on this in the last 90 days (forecasts and outlooks raised, cut or confirmed). The companies named most in the last 90 days: Advantest (20), OpenAI (20), Alphabet (15), NVIDIA (12), Google DeepMind (10). Latest: Intel shares fell 29% in one day, pulling down other semiconductor stocks (Caixin, 2 Nov 2026) Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus. (Yicai, 2 Nov 2026) Kioxia shares fall as outlook raises concerns over AI demand (Tech in Asia, 2 Nov 2026) Frontier Tech Intelligence, from 100+ sources.

Which companies in AI infrastructure are named most for forecasts and outlooks raised?

The companies named most in the last 90 days: Advantest (20), OpenAI (20), Alphabet (15), NVIDIA (12), Google DeepMind (10). Counted over 447 findings of the last 90 days.

What are the latest findings on forecasts and outlooks raised, cut or confirmed in AI infrastructure?

Intel shares fell 29% in one day, pulling down other semiconductor stocks (Caixin, 2 Nov 2026) Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus. (Yicai, 2 Nov 2026) Kioxia shares fall as outlook raises concerns over AI demand (Tech in Asia, 2 Nov 2026)

Twenty standing questions, answered from the evidence every day.

Members read the answers written from all the findings, by segment and company, ask their own questions across 100,000+ signals and get the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month