{"title":"Business Model Shift in AI infrastructure: 25 signals in the last 90 days","domain":"AI infrastructure","tag":"business_model_shift","name":"Business Model Shift","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/business-model-shift","count_90_days":25,"count_13_months":35,"latest":"2026-11-01","trend":"October 2026 had 6 signals against an average of 7 for Jul to Sept: down 14%.","per_month":[{"n":3,"month":"2026-05"},{"n":0,"month":"2026-06"},{"n":2,"month":"2026-07"},{"n":9,"month":"2026-08"},{"n":10,"month":"2026-09"},{"n":6,"month":"2026-10"},{"n":1,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"American Express","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/american-express"},{"name":"Bending Spoons","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/bending-spoons"},{"name":"Groq","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/groq"},{"name":"LG CNS","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/lg-cns"},{"name":"Mistral AI","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/mistral-ai"},{"name":"Moonshot AI","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/moonshot-ai"}],"headlines":[{"date":"2026-11-01","headline":"Tata Consultancy Services has redefined all customer services on an AI-first basis, shifting outsourcing from man-months to outcomes.","outlet":"Nikkei xTech","companies":[{"name":"Tata Consultancy Services","url":"https://www.frontiertechintelligence.com/companies/tata-consultancy-services"}]},{"date":"2026-10-30","headline":"LG CNS is expanding financial-sector system construction and operations around AI-agent adoption.","outlet":"ZDNet Korea","companies":[{"name":"LG CNS","url":"https://www.frontiertechintelligence.com/companies/lg-cns"}]},{"date":"2026-10-20","headline":"Pure Storage expands its storage platform with data classification and AI-agent functions","outlet":"Heise","companies":[]},{"date":"2026-10-20","headline":"Wabi switched from an app-building platform to a messenger-style AI assistant in late September 2026","outlet":"ZDNet Korea","companies":[]},{"date":"2026-10-17","headline":"Moonshot AI partners with Agricultural Bank of China and American Express on an AI-native credit card","outlet":"SCMP Tech","companies":[{"name":"American Express","url":"https://www.frontiertechintelligence.com/companies/american-express"},{"name":"Moonshot AI","url":"https://www.frontiertechintelligence.com/companies/moonshot-ai"}]},{"date":"2026-10-09","headline":"Ecosia is moving away from Mistral toward more affordable, energy-efficient open models.","outlet":"EU-Startups","companies":[{"name":"Mistral AI","url":"https://www.frontiertechintelligence.com/companies/mistral-ai"}]},{"date":"2026-10-01","headline":"OpenAI recast its prices","outlet":"FrenchWeb","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-09-28","headline":"Three tool adoption waves identified in knowledge-intensive industries over past 15 years","outlet":"Caixin","companies":[]},{"date":"2026-09-28","headline":"Structural blind spot in new tool implementation: shift from optional to default changes value creation","outlet":"Caixin","companies":[]},{"date":"2026-09-22","headline":"Zhang Hanzhou discusses Shanghai's algorithm-electric collaborative innovation model at 2026 Zero-Carbon Innovation Conference","outlet":"Yicai","companies":[]}]}