{"title":"Chips in AI infrastructure: 4,821 signals in the last 90 days","domain":"AI infrastructure","tag":"chips","name":"Chips","type":"Topic","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/chips","count_90_days":4821,"count_13_months":12159,"latest":"2026-11-02","trend":"October 2026 had 1,720 signals against an average of 1,439 for Jul to Sept: up 20%.","per_month":[{"n":754,"month":"2026-05"},{"n":1125,"month":"2026-06"},{"n":1171,"month":"2026-07"},{"n":1169,"month":"2026-08"},{"n":1977,"month":"2026-09"},{"n":1720,"month":"2026-10"},{"n":21,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":709,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Intel","mentions":163,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"AMD","mentions":156,"url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"OpenAI","mentions":143,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"TSMC","mentions":139,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"Samsung Electronics","mentions":137,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"Alphabet","mentions":133,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Huawei","mentions":133,"url":"https://www.frontiertechintelligence.com/companies/huawei"}],"headlines":[{"date":"2026-11-02","headline":"Nvidia to become Naver’s third-largest shareholder through a capital increase","outlet":"The Elec","companies":[{"name":"NAVER","url":"https://www.frontiertechintelligence.com/companies/naver"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-11-02","headline":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-11-02","headline":"Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Meituan released LongCat-2.5, a 1.6T native multimodal model for long-horizon agentic coding.","outlet":"Pandaily","companies":[{"name":"Meituan","url":"https://www.frontiertechintelligence.com/companies/meituan"}]},{"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":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia shares fall as outlook raises concerns over AI demand","outlet":"Tech in Asia","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings shares fell 16.74% on November 2, 2026, to 11,215 yen.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"512GB SSD prices rose 12% month-on-month in October 2026 on surging AI compute demand.","outlet":"Yicai","companies":[]},{"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"}]}]}