{"question":"What is blocking AI infrastructure?","domain":"AI infrastructure","key":"blocks","url":"https://www.frontiertechintelligence.com/questions/ai-infra/what-is-blocking","days":90,"count_recent":744,"count_total":2107,"since":"2019-07-22","latest":"2026-11-02","companies_named_most":[{"name":"NVIDIA","mentions":37,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Anthropic","mentions":30,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Huawei","mentions":27,"url":"https://www.frontiertechintelligence.com/companies/huawei"},{"name":"OpenAI","mentions":25,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Apple","mentions":20,"url":"https://www.frontiertechintelligence.com/companies/apple"},{"name":"Amazon","mentions":14,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Meta","mentions":13,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"SpaceX","mentions":13,"url":"https://www.frontiertechintelligence.com/companies/spacex"}],"findings":[{"date":"2026-11-02","finding":"Nvidia to become Naver’s third-largest shareholder through a capital increase","detail":"Nvidia is set to become Naver’s third-largest shareholder via a capital increase next month, pushing Naver Chairman Lee Hae-jin to fourth place. Naver revised the payment date in a regulatory filing with South Korea’s Financial Supervisory Service on Oct. 30.","outlet":"The Elec","companies":[{"name":"NAVER","url":"https://www.frontiertechintelligence.com/companies/naver"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-11-01","finding":"DeepSeek Harness team open-sources an MIT-licensed Super-agent prototype that finds and fixes bugs on its own","detail":"DeepSeek's Harness team released an MIT-licensed Super-agent prototype in which a resident Router dispatches work to isolated Workers that react to GitHub and chat events, fix bugs, and open pull requests.","outlet":"Pandaily","companies":[{"name":"DeepSeek","url":"https://www.frontiertechintelligence.com/companies/deepseek"}]},{"date":"2026-11-01","finding":"SenseTime open-sources SenseNova-Loop-9B-Preview under Apache 2.0","detail":"SenseTime released SenseNova-Loop-9B-Preview, a looped model that runs a shared 24-layer block twice to produce 56 layer passes from 32 layers and adds two-stream mHC. Weights are licensed Apache 2.0.","outlet":"Pandaily","companies":[{"name":"SenseTime","url":"https://www.frontiertechintelligence.com/companies/sensetime"}]},{"date":"2026-10-31","finding":"Apple Intelligence will launch on iPhones in China in December 2026 with Alibaba backing","detail":"Apple will roll out the first batch of Apple Intelligence services to Chinese iPhone users with the iOS 27.3 update in December, following an open beta for developers starting November 4, with help from Alibaba Group Holding after two years of regulatory uncertainty.","outlet":"SCMP Tech","companies":[{"name":"Alibaba","url":"https://www.frontiertechintelligence.com/companies/alibaba"},{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"}]},{"date":"2026-10-30","finding":"SuperInvesting AI secured regulatory approval to provide AI-driven investment advice in India.","detail":"SuperInvesting AI now offers Indian retail traders data-driven investment advice and model portfolios following regulatory approval.","outlet":"Tech in Asia","companies":[]},{"date":"2026-10-29","finding":"onsemi is reportedly in talks to acquire Ferric for nearly $1 billion.","detail":"onsemi is reportedly negotiating to acquire Ferric, a 16-year-old New York-based semiconductor startup specializing in integrated voltage regulators (IVRs), for close to $1 billion.","outlet":"Electronics Weekly","companies":[{"name":"onsemi","url":"https://www.frontiertechintelligence.com/companies/onsemi"}]},{"date":"2026-10-29","finding":"Meta expanded its NVIDIA infrastructure deployment and AI collaboration.","detail":"Meta said it would expand deployments of NVIDIA’s Vera Rubin computing platform, Vera CPU, and Spectrum-X networking equipment, while collaborating with NVIDIA on workflow optimization and agent-safety frameworks.","outlet":"Caixin","companies":[{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-29","finding":"Valve will not ban AI-generated content on Steam","detail":"Valve plans to allow AI use on Steam rather than prohibit it, while community input and platform updates are intended to help protect indie games from AI clones and low-quality demos.","outlet":"Heise","companies":[]},{"date":"2026-10-29","finding":"Serval is converting recurring customer automations into native platform features.","detail":"After seeing customers repeatedly build workflows to detect conflicting or outdated knowledge-base articles, Serval automated that capability in the platform. It also incorporated automatic cancellation of unused software-license subscriptions after customers created similar workflows.","outlet":"No Priors: AI, Machine Learning, Tech, & Startups","companies":[{"name":"Serval","url":"https://www.frontiertechintelligence.com/companies/serval"}]},{"date":"2026-10-29","finding":"Dream launched an AI world-model company for construction.","detail":"Dream, founded by former Palantir executives, is building a construction world model grounded in real-world physics and construction standards. The model is trained on more than 100 million square feet of building data collected from permit archives across the United States.","outlet":"TechCrunch","companies":[{"name":"Palantir","url":"https://www.frontiertechintelligence.com/companies/palantir"}]},{"date":"2026-10-29","finding":"Vuzix scheduled a conference call to discuss its third-quarter 2026 financial results and business update.","detail":"Vuzix Corporation announced the conference call on October 29, 2026. The company supplies AI-powered smart glasses, smart-glass waveguides, and co-packaged optical data-center interconnects.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-28","finding":"Meta expanded its planned deployment of NVIDIA’s Vera Rubin platform, Vera CPU, and Spectrum-X networking equipment.","detail":"Meta announced broader deployment of NVIDIA’s Vera Rubin computing platform, Vera CPU, and Spectrum-X networking equipment, alongside collaboration with NVIDIA on workflow optimization and an agent safety framework.","outlet":"Caixin","companies":[{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]}]}