39 signals in AI infrastructure carried the tag Timeline Delay in the last 90 days, out of 76 in the last thirteen months. October 2026 had 13 signals against an average of 10 for Jul to Sept: up 30%. Named most often: OpenAI (10), Anthropic (3), Apple (2). 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 13 signals against an average of 10 for Jul to Sept: up 30%. The current month is partial.
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39 timeline delay signals in AI infrastructure in the last 90 days, 76 in the last thirteen months. October 2026 had 13 signals against an average of 10 for Jul to Sept: up 30%. Per month: May 4, Jun 5, Jul 5, Aug 10, Sept 15, Oct 13, Nov 2. Frontier Tech Intelligence, from 100+ sources.
Named most in the last 90 days: OpenAI (10), Anthropic (3), Apple (2), Alphabet (1), CDC (1).
Some Kioxia orders slipped to the March quarter on longer enterprise storage lead times (Tech in Asia, 2 Nov 2026) KISIA’s bid to join Naver Cloud’s cybersecurity AI foundation model project has stalled for more than 40 days (The Elec, 2 Nov 2026) Anthropic filed its S1 for an IPO led by Goldman Sachs and Morgan Stanley, targeting November 16 under ticker Ant N (All-In Podcast, 30 Oct 2026)
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