{"title":"Energy Demand in AI infrastructure: 67 signals in the last 90 days","domain":"AI infrastructure","tag":"energy_demand","name":"Energy Demand","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/energy-demand","count_90_days":67,"count_13_months":139,"latest":"2026-11-02","trend":"October 2026 had 16 signals against an average of 22 for Jul to Sept: down 27%.","per_month":[{"n":8,"month":"2026-05"},{"n":11,"month":"2026-06"},{"n":15,"month":"2026-07"},{"n":30,"month":"2026-08"},{"n":21,"month":"2026-09"},{"n":16,"month":"2026-10"},{"n":2,"month":"2026-11"}],"companies_named_most":[{"name":"Alphabet","mentions":6,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Amazon","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"OpenAI","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Microsoft","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"NVIDIA","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"SpaceX","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Alibaba","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/alibaba"},{"name":"Analog Devices","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/analog-devices"}],"headlines":[{"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":"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":"2026-10-31","headline":"Alphabet burned $9 billion of free cash flow while holding full-year CapEx at $195 billion to $205 billion.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-30","headline":"Wärtsilä identified a looming power crunch as the key infrastructure risk for Americas data centers.","outlet":"Data Center Dynamics","companies":[{"name":"Wärtsilä","url":"https://www.frontiertechintelligence.com/companies/wartsila"}]},{"date":"2026-10-29","headline":"Google Cloud revenue grew 103% year over year in Alphabet’s July–September 2026 quarter.","outlet":"ITmedia News","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-27","headline":"TSMC reportedly plans to raise advanced CoWoS packaging prices by up to 20%.","outlet":"36Kr newsflashes","companies":[{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-10-21","headline":"SpaceX committed to adding 10 gigawatts of compute capacity in 2027.","outlet":"The Innermost Loop","companies":[{"name":"SpaceX","url":"https://www.frontiertechintelligence.com/companies/spacex"}]},{"date":"2026-10-21","headline":"AI is projected to require about 100 GW of power by 2030.","outlet":"Moonshots with Peter Diamandis","companies":[]},{"date":"2026-10-20","headline":"Blackstone closes latest energy transition fund at $8.7 billion","outlet":"Data Center Dynamics","companies":[]},{"date":"2026-10-20","headline":"Envision Energy expands overseas to supply the AI industry with renewable electricity","outlet":"t3n","companies":[]}]}