The signals · AI infrastructure · Topic · Chips

Chips in AI infrastructure: 4,821 signals in the last 90 days

Topic: Chips · latest 2 Nov 2026

4,821 signals in AI infrastructure carried the tag Chips in the last 90 days, out of 12,159 in the last thirteen months. October 2026 had 1,720 signals against an average of 1,439 for Jul to Sept: up 20%. Named most often: NVIDIA (709), Intel (163), AMD (156). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.

Signals per month

754May
1,125Jun
1,171Jul
1,169Aug
1,977Sept
1,720Oct
21Nov

October 2026 had 1,720 signals against an average of 1,439 for Jul to Sept: up 20%. The current month is partial.

The latest headlines

  1. Nvidia to become Naver’s third-largest shareholder through a capital increaseThe Elec · NAVER, NVIDIA
  2. Intel shares fell 29% in one day, pulling down other semiconductor stocksCaixin · AMD, Arm, Intel, Marvell, NVIDIA, Qualcomm
  3. Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year.Yicai · Kioxia
  4. Meituan released LongCat-2.5, a 1.6T native multimodal model for long-horizon agentic coding.Pandaily · Meituan
  5. Analog Devices and InoBat sign MOU to co-develop i-Power+ intelligent BESS platform for AI data centersZDNet Korea · Analog Devices
  6. Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.Yicai · Kioxia
  7. Kioxia shares fall as outlook raises concerns over AI demandTech in Asia · Kioxia
  8. Kioxia Holdings shares fell 16.74% on November 2, 2026, to 11,215 yen.Yicai · Kioxia
  9. 512GB SSD prices rose 12% month-on-month in October 2026 on surging AI compute demand.Yicai
  10. Hangang is equipped with 8,496 GPUs including NVIDIA GH200 chips and 9,936 CPUs.ZDNet Korea · NVIDIA

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

Named most often, last 90 days

709NVIDIA163Intel156AMD143OpenAI139TSMC137Samsung Electronics133Alphabet133Huawei

Chips elsewhere

Humanoid robotics 82Robotics 329The space industry 184

AI infrastructure by topic

AI Services 8,061Chips 4,826Data Centers 4,604Enterprise 2,773AI Capital 2,741Frontier Models 2,716Agent Platforms 2,555Vertical Agents 2,060Specialized Models 2,025Energy 1,631Cloud 1,145Manufacturing 967Open Models 966Networking 807Robot Supply Chain 742Autonomous Vehicles 644Robot Software 599Robot Hardware 592Materials 578Storage 390Robot Models 373Humanoids 256Space Compute 255Other AVs 162Satellites 148Launch 132Logistics 126Space Power 85Drones 78Substrate 4

Questions this page answers

How much chips activity was there in AI infrastructure in the last 90 days?

4,821 chips signals in AI infrastructure in the last 90 days, 12,159 in the last thirteen months. October 2026 had 1,720 signals against an average of 1,439 for Jul to Sept: up 20%. Per month: May 754, Jun 1,125, Jul 1,171, Aug 1,169, Sept 1,977, Oct 1,720, Nov 21. Frontier Tech Intelligence, from 100+ sources.

Which AI infrastructure companies were named most in chips signals recently?

Named most in the last 90 days: NVIDIA (709), Intel (163), AMD (156), OpenAI (143), TSMC (139).

What are the latest chips signals in AI infrastructure?

Nvidia to become Naver’s third-largest shareholder through a capital increase (The Elec, 2 Nov 2026) Intel shares fell 29% in one day, pulling down other semiconductor stocks (Caixin, 2 Nov 2026) Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year. (Yicai, 2 Nov 2026)

The counts are public. The signals behind them are the product.

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