{"title":"Networking in AI infrastructure: 806 signals in the last 90 days","domain":"AI infrastructure","tag":"networking","name":"Networking","type":"Topic","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/networking","count_90_days":806,"count_13_months":1911,"latest":"2026-11-01","trend":"October 2026 had 223 signals against an average of 248 for Jul to Sept: level.","per_month":[{"n":93,"month":"2026-05"},{"n":191,"month":"2026-06"},{"n":150,"month":"2026-07"},{"n":199,"month":"2026-08"},{"n":396,"month":"2026-09"},{"n":223,"month":"2026-10"},{"n":1,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":90,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Huawei","mentions":55,"url":"https://www.frontiertechintelligence.com/companies/huawei"},{"name":"Amazon","mentions":34,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Alphabet","mentions":28,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Cisco","mentions":25,"url":"https://www.frontiertechintelligence.com/companies/cisco"},{"name":"Lumentum","mentions":24,"url":"https://www.frontiertechintelligence.com/companies/lumentum"},{"name":"Ciena","mentions":22,"url":"https://www.frontiertechintelligence.com/companies/ciena"},{"name":"Nokia","mentions":21,"url":"https://www.frontiertechintelligence.com/companies/nokia"}],"headlines":[{"date":"2026-11-01","headline":"NVIDIA demonstrates next-generation OOI co-packaged optics and has prototype samples","outlet":"36Kr newsflashes","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-30","headline":"IREN and Wingspire Equipment Finance closed a $363 million financing for AI compute infrastructure.","outlet":"The AI Insider","companies":[{"name":"IREN","url":"https://www.frontiertechintelligence.com/companies/iren"},{"name":"Wingspire Equipment Finance","url":"https://www.frontiertechintelligence.com/companies/wingspire-equipment-finance"}]},{"date":"2026-10-30","headline":"Chinese optical communications suppliers sold off despite upbeat third-quarter earnings.","outlet":"SCMP Tech","companies":[{"name":"Eoptolink","url":"https://www.frontiertechintelligence.com/companies/eoptolink"},{"name":"Innolight","url":"https://www.frontiertechintelligence.com/companies/innolight"}]},{"date":"2026-10-30","headline":"TE Connectivity expects to add more than $1 billion in Digital Data Networks revenue in fiscal 2027.","outlet":"AIM (Analytics India Magazine)","companies":[]},{"date":"2026-10-30","headline":"Lightwave Logic’s electro-optic polymer technology was integrated into a Foxconn optical transceiver demonstration.","outlet":"StockTitan","companies":[]},{"date":"2026-10-30","headline":"Huawei will provide computing infrastructure and tools for AI drug discovery rather than develop drugs itself.","outlet":"Pandaily","companies":[{"name":"Huawei","url":"https://www.frontiertechintelligence.com/companies/huawei"}]},{"date":"2026-10-30","headline":"A micro-LED reached 2.75 GHz while consuming 25 milliwatts.","outlet":"Interesting Engineering","companies":[]},{"date":"2026-10-29","headline":"Meta expanded its NVIDIA infrastructure deployment and AI collaboration.","outlet":"Caixin","companies":[{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-10-29","headline":"Oracle unveiled new Oracle Acceleron networking features for AI infrastructure.","outlet":"ZDNet Korea","companies":[{"name":"Oracle","url":"https://www.frontiertechintelligence.com/companies/oracle"}]},{"date":"2026-10-29","headline":"Marvell Technology is in talks to acquire Lumentum.","outlet":"36Kr newsflashes","companies":[{"name":"Lumentum","url":"https://www.frontiertechintelligence.com/companies/lumentum"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"}]}]}