{"title":"Storage in AI infrastructure: 388 signals in the last 90 days","domain":"AI infrastructure","tag":"storage","name":"Storage","type":"Topic","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/storage","count_90_days":388,"count_13_months":900,"latest":"2026-11-02","trend":"October 2026 had 159 signals against an average of 100 for Jul to Sept: up 58%.","per_month":[{"n":79,"month":"2026-05"},{"n":97,"month":"2026-06"},{"n":72,"month":"2026-07"},{"n":109,"month":"2026-08"},{"n":120,"month":"2026-09"},{"n":159,"month":"2026-10"},{"n":10,"month":"2026-11"}],"companies_named_most":[{"name":"SK hynix","mentions":22,"url":"https://www.frontiertechintelligence.com/companies/sk-hynix"},{"name":"OpenAI","mentions":20,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Kioxia","mentions":16,"url":"https://www.frontiertechintelligence.com/companies/kioxia"},{"name":"Micron","mentions":16,"url":"https://www.frontiertechintelligence.com/companies/micron"},{"name":"Huawei","mentions":15,"url":"https://www.frontiertechintelligence.com/companies/huawei"},{"name":"NVIDIA","mentions":14,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Samsung Electronics","mentions":14,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"YMTC","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/ymtc"}],"headlines":[{"date":"2026-11-02","headline":"Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia shares fall as outlook raises concerns over AI demand","outlet":"Tech in Asia","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings shares fell 16.74% on November 2, 2026, to 11,215 yen.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"512GB SSD prices rose 12% month-on-month in October 2026 on surging AI compute demand.","outlet":"Yicai","companies":[]},{"date":"2026-11-02","headline":"Some Kioxia orders slipped to the March quarter on longer enterprise storage lead times","outlet":"Tech in Asia","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-01","headline":"Samsung Electronics' DS division posted a record KRW 106.5 trillion Q3 operating profit.","outlet":"ZDNet Korea","companies":[{"name":"Samsung Electronics","url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"}]},{"date":"2026-11-01","headline":"CXMT's sixth-generation DRAM platform is built on 4F² and has passed engineering-sample checks.","outlet":"Pandaily","companies":[{"name":"CXMT","url":"https://www.frontiertechintelligence.com/companies/cxmt"}]},{"date":"2026-11-01","headline":"CXMT will ship its first 4F² DRAM samples by the end of 2026.","outlet":"Pandaily","companies":[{"name":"CXMT","url":"https://www.frontiertechintelligence.com/companies/cxmt"}]},{"date":"2026-11-01","headline":"AI agents create over 20,000 Tencent Cloud TDSQL-C database instances a day, up more than 80x","outlet":"Pandaily","companies":[{"name":"Tencent","url":"https://www.frontiertechintelligence.com/companies/tencent"}]}]}