{"title":"Timeline Delay in AI infrastructure: 39 signals in the last 90 days","domain":"AI infrastructure","tag":"timeline_delay","name":"Timeline Delay","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/timeline-delay","count_90_days":39,"count_13_months":76,"latest":"2026-11-02","trend":"October 2026 had 13 signals against an average of 10 for Jul to Sept: up 30%.","per_month":[{"n":4,"month":"2026-05"},{"n":5,"month":"2026-06"},{"n":5,"month":"2026-07"},{"n":10,"month":"2026-08"},{"n":15,"month":"2026-09"},{"n":13,"month":"2026-10"},{"n":2,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":10,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Apple","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/apple"},{"name":"Alphabet","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"CDC","mentions":1},{"name":"Databricks","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/databricks"},{"name":"DeepSeek","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/deepseek"},{"name":"Firmus","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/firmus"}],"headlines":[{"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":"2026-11-02","headline":"KISIA’s bid to join Naver Cloud’s cybersecurity AI foundation model project has stalled for more than 40 days","outlet":"The Elec","companies":[{"name":"Naver Cloud","url":"https://www.frontiertechintelligence.com/companies/naver-cloud"}]},{"date":"2026-10-30","headline":"Anthropic filed its S1 for an IPO led by Goldman Sachs and Morgan Stanley, targeting November 16 under ticker Ant N","outlet":"All-In Podcast","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"date":"2026-10-24","headline":"Apple’s Siri AI project has faced repeated delays.","outlet":"TechCrunch","companies":[{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"}]},{"date":"2026-10-19","headline":"Microsoft abandoned its planned UK AI supercomputer project in Essex amid power-grid delays.","outlet":"The Register","companies":[{"name":"Microsoft","url":"https://www.frontiertechintelligence.com/companies/microsoft"}]},{"date":"2026-10-19","headline":"Town used the seasonal tax calendar to set a narrow pivot window around October 15.","outlet":"a16z","companies":[]},{"date":"2026-10-13","headline":"Getty Images filed for Chapter 11 bankruptcy protection and plans to go private","outlet":"ITmedia News","companies":[]},{"date":"2026-10-13","headline":"AirTrunk postponed its planned $1.5 billion Singapore REIT IPO until 2027.","outlet":"36Kr newsflashes","companies":[]},{"date":"2026-10-13","headline":"Epic Games delays its Marvel and Star Wars shooter and prioritizes AI-assisted development.","outlet":"Heise","companies":[]},{"date":"2026-10-07","headline":"OpenAI has pushed its initial public offering to 2027.","outlet":"The Elec","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]}]}