{"title":"Supply Chain & Inputs in AI infrastructure: 1,936 signals in the last 90 days","domain":"AI infrastructure","tag":"supply_chain_inputs","name":"Supply Chain & Inputs","type":"Dimension","description":"Upstream — how the pieces are SOURCED. Suppliers, talent flows, capital inflows, raw materials, training data, fab capacity, geopolitical risk on inputs. Where stuff comes from.","url":"https://www.frontiertechintelligence.com/signals/ai-infra/supply-chain-inputs","count_90_days":1936,"count_13_months":4910,"latest":"2026-11-02","trend":"October 2026 had 846 signals against an average of 549 for Jul to Sept: up 54%.","per_month":[{"n":330,"month":"2026-05"},{"n":450,"month":"2026-06"},{"n":536,"month":"2026-07"},{"n":526,"month":"2026-08"},{"n":585,"month":"2026-09"},{"n":846,"month":"2026-10"},{"n":8,"month":"2026-11"}],"companies_named_most":[{"name":"NVIDIA","mentions":198,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Anthropic","mentions":95,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"TSMC","mentions":81,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"Alphabet","mentions":66,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"OpenAI","mentions":64,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Samsung Electronics","mentions":59,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"SK hynix","mentions":59,"url":"https://www.frontiertechintelligence.com/companies/sk-hynix"},{"name":"Amazon","mentions":58,"url":"https://www.frontiertechintelligence.com/companies/amazon"}],"headlines":[{"date":"2026-11-02","headline":"South Korea invested KRW 382.5 billion to purchase, install, and build Hangang.","outlet":"ZDNet Korea","companies":[]},{"date":"2026-11-02","headline":"Analog Devices and InoBat sign MOU to co-develop i-Power+ intelligent BESS platform for AI data centers","outlet":"ZDNet Korea","companies":[{"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices"}]},{"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":"Hangang is equipped with 8,496 GPUs including NVIDIA GH200 chips and 9,936 CPUs.","outlet":"ZDNet Korea","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"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":"NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits","outlet":"Yicai","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"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":"OpenAI, SK Hynix, and NVIDIA will participate in ISMP 2026 in Busan","outlet":"ZDNet Korea","companies":[{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"SK hynix","url":"https://www.frontiertechintelligence.com/companies/sk-hynix"}]},{"date":"2026-10-31","headline":"Alphabet burned $9 billion of free cash flow while holding full-year CapEx at $195 billion to $205 billion.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Amazon arranged an $80 billion supplier financing facility for its AI expansion.","outlet":"Tech in Asia","companies":[{"name":"Amazon","url":"https://www.frontiertechintelligence.com/companies/amazon"}]}]}