The signals · AI infrastructure · Topic · Cloud

Cloud in AI infrastructure: 1,144 signals in the last 90 days

Topic: Cloud · latest 2 Nov 2026

1,144 signals in AI infrastructure carried the tag Cloud in the last 90 days, out of 2,877 in the last thirteen months. October 2026 had 464 signals against an average of 333 for Jul to Sept: up 39%. Named most often: Amazon (188), NVIDIA (131), Alphabet (127). 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

203May
332Jun
304Jul
298Aug
396Sept
464Oct
6Nov

October 2026 had 464 signals against an average of 333 for Jul to Sept: up 39%. The current month is partial.

The latest headlines

  1. Saudi Aramco takes a 49% stake in HUMAIN and will inject about $2.6 billion in 2026ZDNet Korea · Humain
  2. HUMAIN plans 3 GW of AI data center capacity by 2030ZDNet Korea · Humain
  3. Tencent Cloud partners with Saudi AI infrastructure firm OmniOpsTech in Asia · Tencent
  4. KISIA’s bid to join Naver Cloud’s cybersecurity AI foundation model project has stalled for more than 40 daysThe Elec · Naver Cloud
  5. Alphabet, Amazon and Meta shares plunged in an AI stock sell-offYicai · Alphabet, Amazon, Meta
  6. AI agents create over 20,000 Tencent Cloud TDSQL-C database instances a day, up more than 80xPandaily · Tencent
  7. Google Cloud revenue more than doubled, up 100%.Moonshots with Peter Diamandis · Alphabet
  8. Alphabet revenue rose 25% to $127 billion.Peter H. Diamandis · Alphabet
  9. Google Cloud revenue more than doubled.Peter H. Diamandis · Alphabet
  10. Tencent Cloud launched an integrated data and model-training stack for embodied AI and autonomous driving.Pandaily · Tencent

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

188Amazon131NVIDIA127Alphabet100Anthropic89Microsoft68OpenAI51CoreWeave39Alibaba

Cloud elsewhere

Humanoid robotics 8Robotics 59The space industry 25

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 cloud activity was there in AI infrastructure in the last 90 days?

1,144 cloud signals in AI infrastructure in the last 90 days, 2,877 in the last thirteen months. October 2026 had 464 signals against an average of 333 for Jul to Sept: up 39%. Per month: May 203, Jun 332, Jul 304, Aug 298, Sept 396, Oct 464, Nov 6. Frontier Tech Intelligence, from 100+ sources.

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

Named most in the last 90 days: Amazon (188), NVIDIA (131), Alphabet (127), Anthropic (100), Microsoft (89).

What are the latest cloud signals in AI infrastructure?

Saudi Aramco takes a 49% stake in HUMAIN and will inject about $2.6 billion in 2026 (ZDNet Korea, 2 Nov 2026) HUMAIN plans 3 GW of AI data center capacity by 2030 (ZDNet Korea, 2 Nov 2026) Tencent Cloud partners with Saudi AI infrastructure firm OmniOps (Tech in Asia, 2 Nov 2026)

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

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