{"title":"Business Models in AI infrastructure: 692 signals in the last 90 days","domain":"AI infrastructure","tag":"business_models","name":"Business Models","type":"Dimension","description":"Including \"The New Firm\" or \"Exponential Organization\" or \"Organizational Singularity\"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/business-models","count_90_days":692,"count_13_months":1335,"latest":"2026-11-01","trend":"October 2026 had 216 signals against an average of 211 for Jul to Sept: level.","per_month":[{"n":99,"month":"2026-05"},{"n":108,"month":"2026-06"},{"n":157,"month":"2026-07"},{"n":168,"month":"2026-08"},{"n":308,"month":"2026-09"},{"n":216,"month":"2026-10"},{"n":3,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":82,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":66,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Amazon","mentions":28,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Meta","mentions":28,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"NVIDIA","mentions":25,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":19,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"SpaceX","mentions":16,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Microsoft","mentions":13,"url":"https://www.frontiertechintelligence.com/companies/microsoft"}],"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":"2026-11-01","headline":"Tata Consultancy Services employs about 600,000 people and aims to become the world's largest AI-driven technology services company.","outlet":"Nikkei xTech","companies":[{"name":"Tata Consultancy Services","url":"https://www.frontiertechintelligence.com/companies/tata-consultancy-services"}]},{"date":"2026-11-01","headline":"Anthropic renamed Claude Max 5x to Max and Max 20x to Ultra at unchanged prices","outlet":"ITmedia News","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"Ultra","url":"https://www.frontiertechintelligence.com/companies/ultra"}]},{"date":"2026-10-31","headline":"Alphabet search ad revenue grew 12% but fell sharply versus recent periods.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Baidu is offering an enhanced search AI API for 4.9 yuan per 1,000 calls through December 31, 2026.","outlet":"Pandaily","companies":[{"name":"Baidu","url":"https://www.frontiertechintelligence.com/companies/baidu"}]},{"date":"2026-10-30","headline":"Anthropic has become SpaceX’s largest customer, contributing one-third of its revenue.","outlet":"t3n","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"SpaceX","url":"https://www.frontiertechintelligence.com/companies/spacex"}]},{"date":"2026-10-30","headline":"China’s MaaS market grew nearly ninefold year over year in the first half of 2026.","outlet":"Caixin","companies":[]},{"date":"2026-10-30","headline":"Alphabet attributed the downturn to AI features displacing traditional search.","outlet":"Breakit","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-30","headline":"Google reported strong quarterly results as AI spending and AI Search pressured its advertising business.","outlet":"t3n","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-30","headline":"Kalshi plans to expand into leveraged trading, single-stock perpetual futures, and AI-compute contracts.","outlet":"36Kr newsflashes","companies":[]}]}