Commentary / Analysis in AI infrastructure: 702 signals in the last 90 days

Signals per month

October 2026 had 173 signals against an average of 264 for Jul to Sept: down 34%. The current month is partial.

The latest headlines

1. 2 Nov 2026China's AI inference data overtook training data, with daily token calls above 175 trillionPandaily
2. 1 Nov 2026GPT-5.1 launch; "goblin" usage rose 175%, "gremlin" usage rose 52%OpenAI — 2026-11
3. 1 Nov 2026Google AI Overviews linked to 58% fewer clicks to publisher sitesTech in Asia · Alphabet
4. 31 Oct 2026Blackstone expects Anthropic to receive a non-investment-grade credit rating after its IPO.36Kr newsflashes · Anthropic
5. 30 Oct 2026Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView · Lasertec
6. 30 Oct 2026Sherrod Brown made opposition to data centers a core issue in Ohio’s 2026 Senate campaign.Yicai
7. 30 Oct 202641.67% of 2,803 new Steam releases disclosed AI useGolem
8. 29 Oct 2026Culper Research alleged that Cerebras chips have shorter lifespans than the company’s statements suggest.Data Center Dynamics · Cerebras
9. 29 Oct 2026China’s AIDC industry is shifting from capacity expansion toward efficiency, delivery speed, and cross-industry coordination.Yicai
10. 29 Oct 2026IDC projects China’s terminal-device shipments will reach 930 million units in 2030, including 300 million AI terminals.Yicai

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