{"title":"Manufacturing Scale-up in AI infrastructure: 187 signals in the last 90 days","domain":"AI infrastructure","tag":"manufacturing_scaleup","name":"Manufacturing Scale-up","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/manufacturing-scaleup","count_90_days":187,"count_13_months":563,"latest":"2026-10-31","trend":"October 2026 had 59 signals against an average of 68 for Jul to Sept: down 13%.","per_month":[{"n":43,"month":"2026-05"},{"n":52,"month":"2026-06"},{"n":67,"month":"2026-07"},{"n":70,"month":"2026-08"},{"n":66,"month":"2026-09"},{"n":59,"month":"2026-10"},{"n":0,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"TSMC","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"ASML","mentions":7,"url":"https://www.frontiertechintelligence.com/companies/asml"},{"name":"SpaceX","mentions":7,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"GlobalFoundries","mentions":6,"url":"https://www.frontiertechintelligence.com/companies/globalfoundries"},{"name":"OpenAI","mentions":6,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Samsung Electronics","mentions":6,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"SK hynix","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/sk-hynix"}],"headlines":[{"date":"2026-10-31","headline":"Google TPUs rank second only to NVIDIA in total compute manufactured","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-31","headline":"Murata Manufacturing to invest 1 trillion yen over five years to expand MLCC capacity","outlet":"ZDNet Korea","companies":[{"name":"Murata Manufacturing","url":"https://www.frontiertechintelligence.com/companies/murata-manufacturing"}]},{"date":"2026-10-31","headline":"Vishay receives funding for 300mm wafer production at its Itzehoe chip factory","outlet":"Heise","companies":[]},{"date":"2026-10-31","headline":"OpenAI will point its robotics program at building data centers.","outlet":"Peter H. Diamandis","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-10-31","headline":"Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril"}]},{"date":"2026-10-30","headline":"TSMC sets 2026 capital expenditure at $56 billion","outlet":"Unisba Media","companies":[{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-10-30","headline":"Ibiden plans a KRW 1.28 trillion investment to expand AI-server CPU substrate capacity","outlet":"The Elec","companies":[{"name":"Ibiden","url":"https://www.frontiertechintelligence.com/companies/ibiden"}]},{"date":"2026-10-30","headline":"Runware is building an assembly-line factory for prefabricated AI data centers.","outlet":"TechCrunch","companies":[]},{"date":"2026-10-28","headline":"AXT’s Beijing Tongmei subsidiary secured up to $545 million in private equity financing.","outlet":"semiconductor-today.com","companies":[]},{"date":"2026-10-28","headline":"Mark Cuban Cost Plus Drug Company used AI and robotics to compress generic-drug manufacturing into a 5,000-square-foot facility.","outlet":"a16z","companies":[]}]}