{"title":"Energy in AI infrastructure: 1,626 signals in the last 90 days","domain":"AI infrastructure","tag":"energy","name":"Energy","type":"Topic","description":"Electricity generation, distribution, storage, and delivery capabilities.","url":"https://www.frontiertechintelligence.com/signals/ai-infra/energy","count_90_days":1626,"count_13_months":3248,"latest":"2026-11-02","trend":"October 2026 had 409 signals against an average of 505 for Jul to Sept: down 19%.","per_month":[{"n":231,"month":"2026-05"},{"n":266,"month":"2026-06"},{"n":289,"month":"2026-07"},{"n":363,"month":"2026-08"},{"n":864,"month":"2026-09"},{"n":409,"month":"2026-10"},{"n":6,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":115,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":93,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Amazon","mentions":64,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"OpenAI","mentions":64,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"SpaceX","mentions":48,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Anthropic","mentions":41,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Meta","mentions":34,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"Huawei","mentions":32,"url":"https://www.frontiertechintelligence.com/companies/huawei"}],"headlines":[{"date":"2026-11-02","headline":"Hyosung Heavy Industries signs Global Strategic Partnership Agreement with Siemens on digital power grids and AI data centers","outlet":"The Elec","companies":[{"name":"Siemens","url":"https://www.frontiertechintelligence.com/companies/siemens"}]},{"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":"2026-11-02","headline":"ADI and InoBat will start the i-Power+ pilot at ADI Catalyst in Limerick, Ireland","outlet":"ZDNet Korea","companies":[{"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices"}]},{"date":"2026-11-02","headline":"ADI and InoBat plan an intelligent LFP BESS prototype with wireless BMS for i-Power+","outlet":"ZDNet Korea","companies":[{"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices"}]},{"date":"2026-11-01","headline":"Sanan Optoelectronics proposes S²I-ARCP topology and builds 800 V / 15 kW SiC MOSFET prototype","outlet":"Yicai","companies":[{"name":"Sanan Optoelectronics","url":"https://www.frontiertechintelligence.com/companies/sanan-optoelectronics"}]},{"date":"2026-10-31","headline":"Anthropic disclosed nearly $900 billion in planned contractual commitments for AI infrastructure.","outlet":"36Kr newsflashes","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"date":"2026-10-31","headline":"China Southern Power Grid and Huawei sign deeper strategic cooperation on AI, compute and Dianhong power IoT OS","outlet":"Pandaily","companies":[{"name":"Huawei","url":"https://www.frontiertechintelligence.com/companies/huawei"}]},{"date":"2026-10-31","headline":"OpenAI made a chip optimized for intelligence per watt.","outlet":"Peter H. Diamandis","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-10-31","headline":"Judge allows NAACP lawsuit against xAI over data center pollution to proceed","outlet":"TechCrunch","companies":[{"name":"SpaceX","url":"https://www.frontiertechintelligence.com/companies/spacex"}]}]}