The signals · AI infrastructure · Topic · Substrate

Substrate in AI infrastructure: 6 signals in the last 90 days

Topic: Substrate · DOMAIN · latest 11 Aug 2026

6 signals in AI infrastructure carried the tag Substrate in the last 90 days (domain), out of 12 in the last thirteen months. October 2026 had 0 signals against an average of 4 for Jul to Sept: down 100%. Named most often: Alphabet (1). 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.

Signals per month

0May
0Jun
6Jul
6Aug
0Sept
0Oct
0Nov

October 2026 had 0 signals against an average of 4 for Jul to Sept: down 100%. The current month is partial.

The latest headlines

  1. Hyperscalers benefit from creating a liquid market for compute.Moonshots with Peter Diamandis
  2. Chinese internet infrastructure is hardened compared to U.S.Moonshots with Peter Diamandis
  3. Google is positioned as a key compute and capital supplier in an ecosystem targeting biology and drug discoveryPeter H. Diamandis · Alphabet
  4. China is training AI models on US data sourced from US providersAll-In Podcast
  5. Commerce Department launched American AI Exports ProgramMoonshots with Peter Diamandis
  6. U.S. companies requested to define American AI stack proposalsMoonshots with Peter Diamandis

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

Named most often, last 90 days

1Alphabet

Substrate elsewhere

The space industry 3

AI infrastructure by topic

AI Services 8,130Chips 4,864Data Centers 4,639Enterprise 2,802AI Capital 2,781Frontier Models 2,733Agent Platforms 2,593Vertical Agents 2,082Specialized Models 2,052Energy 1,641Cloud 1,161Open Models 980Manufacturing 971Networking 812Robot Supply Chain 758Autonomous Vehicles 656Robot Software 612Robot Hardware 608Materials 582Storage 399Robot Models 382Humanoids 258Space Compute 255Other AVs 163Satellites 148Launch 136Logistics 128Space Power 85Drones 79Substrate 6

Questions this page answers

How much substrate activity was there in AI infrastructure in the last 90 days?

6 substrate signals in AI infrastructure in the last 90 days, 12 in the last thirteen months. October 2026 had 0 signals against an average of 4 for Jul to Sept: down 100%. Per month: May 0, Jun 0, Jul 6, Aug 6, Sept 0, Oct 0, Nov 0. Frontier Tech Intelligence, from 100+ sources.

Which AI infrastructure companies were named most in substrate signals recently?

Named most in the last 90 days: Alphabet (1).

What are the latest substrate signals in AI infrastructure?

Hyperscalers benefit from creating a liquid market for compute. (Moonshots with Peter Diamandis, 11 Aug 2026) Chinese internet infrastructure is hardened compared to U.S. (Moonshots with Peter Diamandis, 8 Aug 2026) Google is positioned as a key compute and capital supplier in an ecosystem targeting biology and drug discovery (Peter H. Diamandis, 8 Aug 2026)

The counts are public. The signals behind them are the product.

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