{"title":"Commentary / Analysis in AI infrastructure: 702 signals in the last 90 days","domain":"AI infrastructure","tag":"commentary_analysis","name":"Commentary / Analysis","type":"Signal type","description":"Expert opinion, market analysis, or commentary","url":"https://www.frontiertechintelligence.com/signals/ai-infra/commentary-analysis","count_90_days":702,"count_13_months":1431,"latest":"2026-11-02","trend":"October 2026 had 173 signals against an average of 264 for Jul to Sept: down 34%.","per_month":[{"n":75,"month":"2026-05"},{"n":86,"month":"2026-06"},{"n":246,"month":"2026-07"},{"n":230,"month":"2026-08"},{"n":316,"month":"2026-09"},{"n":173,"month":"2026-10"},{"n":3,"month":"2026-11"}],"companies_named_most":[{"name":"Anthropic","mentions":58,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"OpenAI","mentions":45,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"NVIDIA","mentions":13,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Microsoft","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"Meta","mentions":9,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"Amazon","mentions":7,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"SpaceX","mentions":7,"url":"https://www.frontiertechintelligence.com/companies/spacex"}],"headlines":[{"date":"2026-11-02","headline":"China's AI inference data overtook training data, with daily token calls above 175 trillion","outlet":"Pandaily","companies":[]},{"date":"2026-11-01","headline":"GPT-5.1 launch; \"goblin\" usage rose 175%, \"gremlin\" usage rose 52%","outlet":"OpenAI — 2026-11","companies":[]},{"date":"2026-11-01","headline":"Google AI Overviews linked to 58% fewer clicks to publisher sites","outlet":"Tech in Asia","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Blackstone expects Anthropic to receive a non-investment-grade credit rating after its IPO.","outlet":"36Kr newsflashes","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"date":"2026-10-30","headline":"Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.","outlet":"TradingView","companies":[{"name":"Lasertec","url":"https://www.frontiertechintelligence.com/companies/lasertec"}]},{"date":"2026-10-30","headline":"Sherrod Brown made opposition to data centers a core issue in Ohio’s 2026 Senate campaign.","outlet":"Yicai","companies":[]},{"date":"2026-10-30","headline":"41.67% of 2,803 new Steam releases disclosed AI use","outlet":"Golem","companies":[]},{"date":"2026-10-29","headline":"Culper Research alleged that Cerebras chips have shorter lifespans than the company’s statements suggest.","outlet":"Data Center Dynamics","companies":[{"name":"Cerebras","url":"https://www.frontiertechintelligence.com/companies/cerebras"}]},{"date":"2026-10-29","headline":"China’s AIDC industry is shifting from capacity expansion toward efficiency, delivery speed, and cross-industry coordination.","outlet":"Yicai","companies":[]},{"date":"2026-10-29","headline":"IDC projects China’s terminal-device shipments will reach 930 million units in 2030, including 300 million AI terminals.","outlet":"Yicai","companies":[]}]}