388 signals in AI infrastructure carried the tag Storage in the last 90 days, out of 900 in the last thirteen months. October 2026 had 159 signals against an average of 100 for Jul to Sept: up 58%. Named most often: SK hynix (22), OpenAI (20), Kioxia (16). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.
October 2026 had 159 signals against an average of 100 for Jul to Sept: up 58%. The current month is partial.
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388 storage signals in AI infrastructure in the last 90 days, 900 in the last thirteen months. October 2026 had 159 signals against an average of 100 for Jul to Sept: up 58%. Per month: May 79, Jun 97, Jul 72, Aug 109, Sept 120, Oct 159, Nov 10. Frontier Tech Intelligence, from 100+ sources.
Named most in the last 90 days: SK hynix (22), OpenAI (20), Kioxia (16), Micron (16), Huawei (15).
Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year. (Yicai, 2 Nov 2026) Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus. (Yicai, 2 Nov 2026) Kioxia shares fall as outlook raises concerns over AI demand (Tech in Asia, 2 Nov 2026)
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