{"title":"Capability Expansion in AI infrastructure: 571 signals in the last 90 days","domain":"AI infrastructure","tag":"capability_expansion","name":"Capability Expansion","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/capability-expansion","count_90_days":571,"count_13_months":1169,"latest":"2026-11-02","trend":"October 2026 had 224 signals against an average of 130 for Jul to Sept: up 72%.","per_month":[{"n":81,"month":"2026-05"},{"n":92,"month":"2026-06"},{"n":74,"month":"2026-07"},{"n":120,"month":"2026-08"},{"n":197,"month":"2026-09"},{"n":224,"month":"2026-10"},{"n":36,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":83,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Alphabet","mentions":46,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Anthropic","mentions":40,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Alibaba","mentions":22,"url":"https://www.frontiertechintelligence.com/companies/alibaba"},{"name":"NVIDIA","mentions":19,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"DeepSeek","mentions":16,"url":"https://www.frontiertechintelligence.com/companies/deepseek"},{"name":"Microsoft","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"Astera Labs","mentions":10,"url":"https://www.frontiertechintelligence.com/companies/astera-labs"}],"headlines":[{"date":"2026-11-02","headline":"China's AI inference data overtook training data, with daily token calls above 175 trillion","outlet":"Pandaily","companies":[]},{"date":"2026-11-02","headline":"Hyosung Heavy Industries signs Global Strategic Partnership Agreement with Siemens on digital power grids and AI data centers","outlet":"The Elec","companies":[{"name":"Siemens","url":"https://www.frontiertechintelligence.com/companies/siemens"}]},{"date":"2026-11-02","headline":"Analog Devices and InoBat sign MOU to co-develop i-Power+ intelligent BESS platform for AI data centers","outlet":"ZDNet Korea","companies":[{"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices"}]},{"date":"2026-11-02","headline":"Equinix committed more than US$700 million in Malaysia and plans over 5,800 cabinets by 2028.","outlet":"Tech in Asia","companies":[{"name":"Equinix","url":"https://www.frontiertechintelligence.com/companies/equinix"}]},{"date":"2026-11-02","headline":"HUMAIN plans 3 GW of AI data center capacity by 2030","outlet":"ZDNet Korea","companies":[{"name":"Humain","url":"https://www.frontiertechintelligence.com/companies/humain"}]},{"date":"2026-11-02","headline":"Du Xiaoman, HKUST, and HKGAI jointly released Xuanyuan 4.5, a self-evolving finance-enhanced large model","outlet":"36Kr newsflashes","companies":[]},{"date":"2026-11-02","headline":"Qwen AI Glasses add real-time call translation and media translation in an OTA update","outlet":"Pandaily","companies":[{"name":"Alibaba","url":"https://www.frontiertechintelligence.com/companies/alibaba"}]},{"date":"2026-11-02","headline":"Hyundai Motor Group to break ground on Saemangeum AI data center in 2027","outlet":"The Elec","companies":[{"name":"Hyundai Motor Group","url":"https://www.frontiertechintelligence.com/companies/hyundai-motor-group"}]},{"date":"2026-11-02","headline":"Hangang is equipped with 8,496 GPUs including NVIDIA GH200 chips and 9,936 CPUs.","outlet":"ZDNet Korea","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-11-02","headline":"ADI and InoBat plan an intelligent LFP BESS prototype with wireless BMS for i-Power+","outlet":"ZDNet Korea","companies":[{"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices"}]}]}