Macro Aspects & Economics in AI infrastructure: 222 signals in the last 90 days

Signals per month

October 2026 had 110 signals against an average of 58 for Jul to Sept: up 90%. The current month is partial.

The latest headlines

1. 2 Nov 2026South Korea invested KRW 382.5 billion to purchase, install, and build Hangang.ZDNet Korea
2. 1 Nov 2026CDU vice chair Karin Prien proposes a tax on AI profits to fund the younger generationGolem
3. 31 Oct 2026Meta is borrowing tens of billions of dollars to fund AI spending beyond its cash flow.Peter H. Diamandis · Meta
4. 31 Oct 2026Microsoft offered a voluntary exit to 60,000 employees.Moonshots with Peter Diamandis · Microsoft
5. 31 Oct 2026French National Assembly passes motion for a 5.5-cent-per-gigabyte tax on digital data producersGolem
6. 30 Oct 2026Microsoft offered a departure package to as many as 60,000 employeesAll-In Podcast · Microsoft
7. 30 Oct 2026Japan's Nikkei slumps 3% as tech stocks tumble on AI worriesCompany watch 1 (AI infrastructure)
8. 30 Oct 2026Abu Dhabi report introduces the “Light Workforce Paradox” and outlines four AI-enabled work scenarios.Middle East AI News
9. 30 Oct 2026Microsoft revenue rose from $198 billion to $332 billion in four years while adding only 2,000 staffAll-In Podcast · Microsoft
10. 29 Oct 2026Oracle is managing more than $90 billion in capital expenditure while targeting $225 billion in revenue by 2030.The Register · Oracle

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

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