{"title":"Geopolitical Risk in AI infrastructure: 142 signals in the last 90 days","domain":"AI infrastructure","tag":"geopolitical_risk","name":"Geopolitical Risk","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/geopolitical-risk","count_90_days":142,"count_13_months":311,"latest":"2026-11-01","trend":"October 2026 had 45 signals against an average of 49 for Jul to Sept: level.","per_month":[{"n":11,"month":"2026-05"},{"n":29,"month":"2026-06"},{"n":50,"month":"2026-07"},{"n":32,"month":"2026-08"},{"n":65,"month":"2026-09"},{"n":45,"month":"2026-10"},{"n":1,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":12,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Huawei","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/huawei"},{"name":"Anthropic","mentions":9,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"ASML","mentions":6,"url":"https://www.frontiertechintelligence.com/companies/asml"},{"name":"DeepSeek","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/deepseek"},{"name":"TSMC","mentions":4,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"Intel","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"OpenAI","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/openai"}],"headlines":[{"date":"2026-11-01","headline":"Open-source ARTEX AI hacking framework spreads to another China-linked group","outlet":"iTnews","companies":[{"name":"ARTEX"}]},{"date":"2026-10-31","headline":"TSMC capacity is fully sold out and makes two-thirds of chips that matter","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"SpaceX","url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-10-31","headline":"Intel attributed a $300 million earnings miss to its Israel fab being bombed","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-31","headline":"Microsoft attributes ConnectWise supply chain attack to China-aligned Storm-0940 using autonomous AI agents","outlet":"eeNews Europe","companies":[{"name":"ConnectWise","url":"https://www.frontiertechintelligence.com/companies/connectwise"},{"name":"Microsoft","url":"https://www.frontiertechintelligence.com/companies/microsoft"}]},{"date":"2026-10-31","headline":"Intel tied a $300 million earnings miss to its Israel fab being bombed.","outlet":"Peter H. Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-29","headline":"The United States investigated a suspected Chinese spy plot targeting Nvidia’s CEO.","outlet":"TechCrunch","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-28","headline":"Bipartisan U.S. senators introduced the MATCH Act to further restrict advanced chipmaking-equipment exports to China.","outlet":"Caixin","companies":[{"name":"ASML","url":"https://www.frontiertechintelligence.com/companies/asml"}]},{"date":"2026-10-27","headline":"Anthropic released its long-awaited IPO prospectus with extensive China-related risk disclosures.","outlet":"SCMP Tech","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"date":"2026-10-27","headline":"The U.S. Army is committing up to $40 million to advance domestic tungsten production in Idaho.","outlet":"Interesting Engineering","companies":[]},{"date":"2026-10-21","headline":"Bombings disrupted data-center and chip deployments in Saudi Arabia and the broader Middle East.","outlet":"Moonshots with Peter Diamandis","companies":[]}]}