{"title":"Cloud in AI infrastructure: 1,144 signals in the last 90 days","domain":"AI infrastructure","tag":"cloud","name":"Cloud","type":"Topic","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/cloud","count_90_days":1144,"count_13_months":2877,"latest":"2026-11-02","trend":"October 2026 had 464 signals against an average of 333 for Jul to Sept: up 39%.","per_month":[{"n":203,"month":"2026-05"},{"n":332,"month":"2026-06"},{"n":304,"month":"2026-07"},{"n":298,"month":"2026-08"},{"n":396,"month":"2026-09"},{"n":464,"month":"2026-10"},{"n":6,"month":"2026-11"}],"companies_named_most":[{"name":"Amazon","mentions":188,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"NVIDIA","mentions":131,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":127,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Anthropic","mentions":100,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Microsoft","mentions":89,"url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"OpenAI","mentions":68,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"CoreWeave","mentions":51,"url":"https://www.frontiertechintelligence.com/companies/coreweave"},{"name":"Alibaba","mentions":39,"url":"https://www.frontiertechintelligence.com/companies/alibaba"}],"headlines":[{"date":"2026-11-02","headline":"Saudi Aramco takes a 49% stake in HUMAIN and will inject about $2.6 billion in 2026","outlet":"ZDNet Korea","companies":[{"name":"Humain","url":"https://www.frontiertechintelligence.com/companies/humain"}]},{"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":"Tencent Cloud partners with Saudi AI infrastructure firm OmniOps","outlet":"Tech in Asia","companies":[{"name":"Tencent","url":"https://www.frontiertechintelligence.com/companies/tencent"}]},{"date":"2026-11-02","headline":"KISIA’s bid to join Naver Cloud’s cybersecurity AI foundation model project has stalled for more than 40 days","outlet":"The Elec","companies":[{"name":"Naver Cloud","url":"https://www.frontiertechintelligence.com/companies/naver-cloud"}]},{"date":"2026-11-01","headline":"Alphabet, Amazon and Meta shares plunged in an AI stock sell-off","outlet":"Yicai","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Amazon","url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"}]},{"date":"2026-11-01","headline":"AI agents create over 20,000 Tencent Cloud TDSQL-C database instances a day, up more than 80x","outlet":"Pandaily","companies":[{"name":"Tencent","url":"https://www.frontiertechintelligence.com/companies/tencent"}]},{"date":"2026-10-31","headline":"Google Cloud revenue more than doubled, up 100%.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Alphabet revenue rose 25% to $127 billion.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Google Cloud revenue more than doubled.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Tencent Cloud launched an integrated data and model-training stack for embodied AI and autonomous driving.","outlet":"Pandaily","companies":[{"name":"Tencent","url":"https://www.frontiertechintelligence.com/companies/tencent"}]}]}