{"question":"Who is expanding production in AI infrastructure?","domain":"AI infrastructure","key":"capacity_by_quarter","url":"https://www.frontiertechintelligence.com/questions/ai-infra/production-expansion","days":90,"count_recent":2668,"count_total":6937,"since":"2016-12-05","latest":"2026-11-02","companies_named_most":[{"name":"NVIDIA","mentions":198,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":123,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"OpenAI","mentions":117,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Amazon","mentions":94,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Anthropic","mentions":94,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Meta","mentions":55,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"SpaceX","mentions":50,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Microsoft","mentions":49,"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":"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":"Anthropic disclosed nearly $900 billion in planned contractual commitments for AI infrastructure.","detail":"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.","outlet":"36Kr newsflashes","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"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":"Intel tied a $300 million earnings miss to its Israel fab being bombed.","detail":"On its latest earnings call, Intel attributed $300 million of a miss to its fabrication plant in Israel being bombed.","outlet":"Peter H. Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"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":"Anduril and Qualcomm announced Blue Chip, a line of hardened American-made computers.","detail":"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.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril"},{"name":"Palmer Luckey"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"},{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-10-31","finding":"Vishay receives funding for 300mm wafer production at its Itzehoe chip factory","detail":"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.","outlet":"Heise","companies":[]},{"date":"2026-10-31","finding":"Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.","detail":"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.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril"}]}]}