The questions · AI infrastructure · Who is expanding production in AI infrastructure?

Who is expanding production in AI infrastructure?

Plants, lines, megawatts and units announced or opened · 2,668 findings in the last 90 days · 6,937 since 5 Dec 2016 · 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, 2,668 findings in AI infrastructure did; the companies named most often were NVIDIA (198), Alphabet (123), OpenAI (117). Since 5 Dec 2016 the count is 6,937. Below are the latest findings with their outlet and date, and the companies they name.

The latest findings

  1. LG CNS fully pre-leases its Indonesia AI data center before completion

    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.

    The Elec · LG CNS

  2. HUMAIN plans 3 GW of AI data center capacity by 2030

    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.

    ZDNet Korea · Humain

  3. NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits

    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.

    Yicai · NVIDIA

  4. TSMC capacity is fully sold out and makes two-thirds of chips that matter

    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.

    Peter H. Diamandis · Alphabet, Apple, NVIDIA, SpaceX, TSMC

  5. Anthropic disclosed nearly $900 billion in planned contractual commitments for AI infrastructure.

    Anthropic’s IPO filing states that the company plans to commit nearly $900 billion through long-term performance obligations for servers, facilities, and power projects as it expands its AI business.

    36Kr newsflashes · Anthropic

  6. Murata Manufacturing to invest 1 trillion yen over five years to expand MLCC capacity

    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.

    ZDNet Korea · Murata Manufacturing

  7. Intel tied a $300 million earnings miss to its Israel fab being bombed.

    On its latest earnings call, Intel attributed $300 million of a miss to its fabrication plant in Israel being bombed.

    Peter H. Diamandis · Intel

  8. OpenAI deal would let it lease newly developed computing capacity in the UAE

    A deal would let OpenAI lease newly developed computing capacity in the United Arab Emirates.

    Tech in Asia · OpenAI

  9. Megmeet is ramping GB300 power-product capacity amid strong orders.

    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.

    36Kr newsflashes

  10. Anduril and Qualcomm announced Blue Chip, a line of hardened American-made computers.

    The first product is a rugged laptop for the military, government, first responders, and police, running on Qualcomm’s Snapdragon chip made at TSMC’s Arizona plant. Anduril described it as an anti-surveillance computer that will cost about 20% more than high-end PCs and be heavy with limited battery life.

    Moonshots with Peter Diamandis · Anduril, Palmer Luckey, Qualcomm, TSMC

  11. Vishay receives funding for 300mm wafer production at its Itzehoe chip factory

    Funding for 300mm wafers in Itzehoe was handed over to Vishay. The company is expanding its chip factory so power MOSFETs from Schleswig-Holstein will be manufactured on larger silicon wafers.

    Heise

  12. Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.

    About 90% of Blue Chip parts come from the United States or allies, with a roadmap to 100%, while the screen is still made in China. Final assembly is at Anduril’s Arsenal One factory in Ohio; the chassis is designed so the bottom and top shells can be replaced and can integrate solar panels, soft goods, service insignias, or flat phased-array antennas.

    Moonshots with Peter Diamandis · Anduril

Members see all 2,668 findings of the period and the answer written from them, by segment and company, updated daily.

Named most often, last 90 days

198NVIDIA123Alphabet117OpenAI94Amazon94Anthropic55Meta50SpaceX49Microsoft

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

The same question elsewhere

Who is expanding production in humanoid robotics?323 findings in 90 daysWho is expanding production in robotics?855 findings in 90 daysWho is expanding production in the space industry?581 findings in 90 days

Other questions in AI infrastructure

Where is the money going in AI infrastructure?5,282 findings in 90 daysWhich AI infrastructure suppliers are funded to deliver?3,128 findings in 90 daysWhat AI infrastructure capacity is coming online?1,808 findings in 90 daysHow much of AI infrastructure is China?1,444 findings in 90 daysWhat is blocking AI infrastructure?769 findings in 90 daysWhat went wrong in AI infrastructure?736 findings in 90 daysWho owns AI infrastructure: states, founders or funds?527 findings in 90 daysWhere is supply constrained in AI infrastructure?496 findings in 90 daysWhich AI infrastructure suppliers changed hands?494 findings in 90 daysWho is buying whom in AI infrastructure?491 findings in 90 daysWho raised or cut guidance in AI infrastructure?452 findings in 90 daysWho supplies whom in AI infrastructure?447 findings in 90 daysWho won qualifications and design wins in AI infrastructure?380 findings in 90 daysWhere are prices moving in AI infrastructure?282 findings in 90 daysWho controls what in AI infrastructure?264 findings in 90 daysWho is new in AI infrastructure?245 findings in 90 daysWhere is the order backlog building in AI infrastructure?200 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 is expanding production in AI infrastructure?

2,668 dated findings in AI infrastructure bear on this in the last 90 days (plants, lines, megawatts and units announced or opened). The companies named most in the last 90 days: NVIDIA (198), Alphabet (123), OpenAI (117), Amazon (94), Anthropic (94). Latest: LG CNS fully pre-leases its Indonesia AI data center before completion (The Elec, 2 Nov 2026) HUMAIN plans 3 GW of AI data center capacity by 2030 (ZDNet Korea, 2 Nov 2026) NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits (Yicai, 1 Nov 2026) Frontier Tech Intelligence, from 100+ sources.

Which companies in AI infrastructure are named most for plants?

The companies named most in the last 90 days: NVIDIA (198), Alphabet (123), OpenAI (117), Amazon (94), Anthropic (94). Counted over 2,668 findings of the last 90 days.

What are the latest findings on plants, lines, megawatts and units announced or opened in AI infrastructure?

LG CNS fully pre-leases its Indonesia AI data center before completion (The Elec, 2 Nov 2026) HUMAIN plans 3 GW of AI data center capacity by 2030 (ZDNet Korea, 2 Nov 2026) NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits (Yicai, 1 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