{"question":"Who supplies whom in AI infrastructure?","domain":"AI infrastructure","key":"leverage_pairs","url":"https://www.frontiertechintelligence.com/questions/ai-infra/who-supplies-whom","days":90,"count_recent":442,"count_total":1400,"since":"2016-11-15","latest":"2026-11-01","companies_named_most":[{"name":"NVIDIA","mentions":30,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":25,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"OpenAI","mentions":24,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":20,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Amazon","mentions":13,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Infineon","mentions":12,"url":"https://www.frontiertechintelligence.com/companies/infineon"},{"name":"Meta","mentions":12,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"Mistral AI","mentions":8,"url":"https://www.frontiertechintelligence.com/companies/mistral-ai"}],"findings":[{"date":"2026-11-01","finding":"Mumtalakat and ARP Group partner to establish an AI-native wholesale bank in Bahrain","detail":"On 1 November 2026, Bahrain Mumtalakat Holding Company (Mumtalakat), Bahrain’s sovereign wealth fund, and ARP Group announced a partnership to establish an AI-native wholesale bank in Bahrain to serve institutional clients’ regional and international banking needs, on the sidelines of Gateway Gulf 2026 in Manama.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-30","finding":"AMD will supply Oracle Cloud Infrastructure with EPYC Venice CPUs and Pensando DPUs.","detail":"AMD announced on October 27 that Oracle Cloud Infrastructure will receive its sixth-generation EPYC Venice server CPUs and Pensando data processing units for use in OCI.","outlet":"The Elec","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Oracle","url":"https://www.frontiertechintelligence.com/companies/oracle"}]},{"date":"2026-10-30","finding":"Intel and SAP partnered to connect warehouse enterprise systems with robots through physical AI.","detail":"On October 29, 2026, Intel and SAP announced a physical AI partnership at SAP TechEd 2026, integrating SAP Extended Warehouse Management (SAP EWM) with Intel’s edge AI hardware and software for warehouse logistics operations.","outlet":"The Elec","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"SAP","url":"https://www.frontiertechintelligence.com/companies/sap"}]},{"date":"2026-10-30","finding":"Samsung Electro-Mechanics signed a KRW 879.3 billion MLCC supply contract for AI servers.","detail":"Samsung Electro-Mechanics signed a one-year contract with a major global customer to supply multilayer ceramic capacitors (MLCCs) for AI servers from December 21, 2026, through December 21, 2027. It is the company’s second-largest MLCC long-term supply contract disclosed in 2026 and its eighth long-term supply contract this year.","outlet":"ZDNet Korea","companies":[{"name":"Samsung Electro-Mechanics","url":"https://www.frontiertechintelligence.com/companies/samsung-electro-mechanics"}]},{"date":"2026-10-30","finding":"Canada will join a European supercomputer program through a new partnership with the European Union.","detail":"Canada announced that it will participate in a European supercomputer program and collaborate with the EU on technology priorities. The announcements form part of a broader Canada–EU partnership.","outlet":"BetaKit","companies":[]},{"date":"2026-10-30","finding":"Yuracle is expanding distribution of its Athena Code Assistant on Apple Mac Studio.","detail":"Yuracle introduced Athena Code Assistant to Apple Authorized Partners at Apple Partner Enablement, held October 21–22, and is collaborating with them to supply the tool. The solution is designed to let enterprises use AI in internal development environments without building separate GPU servers.","outlet":"ZDNet Korea","companies":[{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"}]},{"date":"2026-10-30","finding":"Zaram Technology signed a KRW 2.9713 billion ASIC supply contract with AirPoint.","detail":"Zaram Technology disclosed on October 29 that it will supply application-specific integrated circuits to AirPoint. The contract represents approximately 27.9% of Zaram Technology’s 2025 revenue of KRW 10.6435 billion.","outlet":"The Elec","companies":[]},{"date":"2026-10-29","finding":"Wolfspeed signed a multi-year agreement to supply 1200V SiC devices to BorgWarner.","detail":"Wolfspeed will provide its 1200V silicon carbide power semiconductor devices for BorgWarner’s next-generation 800V SiC-based inverter platform. The agreement establishes Wolfspeed as a strategic partner for BorgWarner’s vehicle powertrain systems.","outlet":"semiconductor-today.com","companies":[{"name":"Wolfspeed","url":"https://www.frontiertechintelligence.com/companies/wolfspeed"}]},{"date":"2026-10-29","finding":"Gaon Cable won a KRW 120 billion AI data-center power-cable order.","detail":"Gaon Cable, a subsidiary of LS Cable & System, said on October 29 that its U.S. manufacturing subsidiary, LSCUS, will supply KRW 120 billion worth of power-distribution cables for AI data centers to a major U.S. technology company.","outlet":"The Elec","companies":[]},{"date":"2026-10-29","finding":"InVirtuoLabs partnered with Nagi Bioscience to integrate whole-organism data into AI drug discovery.","detail":"InVirtuoLabs and Nagi Bioscience are collaborating to bring whole-organism data into AI-driven drug discovery workflows.","outlet":"startupticker.ch","companies":[]},{"date":"2026-10-29","finding":"Marvix AI partnered with Unlimited Systems to deliver clinical documentation AI for specialty practices.","detail":"The partnership combines Marvix AI's specialty-focused clinical documentation technology with Unlimited Systems' revenue cycle expertise, connecting exam-room documentation with claims workflows.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-29","finding":"ZuriQ partnered with Rhonexum to address scaling and performance requirements in quantum computing.","detail":"The collaboration between ZuriQ and Rhonexum targets future quantum-computing scaling and performance needs.","outlet":"startupticker.ch","companies":[]}]}