{"title":"Substrate in AI infrastructure: 4 signals in the last 90 days","domain":"AI infrastructure","tag":"substrate","name":"Substrate","type":"Topic","description":"DOMAIN","url":"https://www.frontiertechintelligence.com/signals/ai-infra/substrate","count_90_days":4,"count_13_months":12,"latest":"2026-08-11","trend":"October 2026 had 0 signals against an average of 4 for Jul to Sept: down 100%.","per_month":[{"n":0,"month":"2026-05"},{"n":0,"month":"2026-06"},{"n":6,"month":"2026-07"},{"n":6,"month":"2026-08"},{"n":0,"month":"2026-09"},{"n":0,"month":"2026-10"},{"n":0,"month":"2026-11"}],"companies_named_most":[{"name":"Alphabet","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/alphabet"}],"headlines":[{"date":"2026-08-11","headline":"Hyperscalers benefit from creating a liquid market for compute.","outlet":"Moonshots with Peter Diamandis","companies":[]},{"date":"2026-08-08","headline":"Chinese internet infrastructure is hardened compared to U.S.","outlet":"Moonshots with Peter Diamandis","companies":[]},{"date":"2026-08-08","headline":"Google is positioned as a key compute and capital supplier in an ecosystem targeting biology and drug discovery","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-08-08","headline":"China is training AI models on US data sourced from US providers","outlet":"All-In Podcast","companies":[]}]}