{"title":"AI infrastructure signals from U.S./North America: 3,626 in the last 90 days","domain":"AI infrastructure","tag":"usnorth_america","name":"U.S./North America","type":"Region","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/usnorth-america","count_90_days":3626,"count_13_months":7288,"latest":"2026-11-02","trend":"October 2026 had 1,881 signals against an average of 789 for Jul to Sept: up 139%.","per_month":[{"n":556,"month":"2026-05"},{"n":657,"month":"2026-06"},{"n":601,"month":"2026-07"},{"n":760,"month":"2026-08"},{"n":1005,"month":"2026-09"},{"n":1881,"month":"2026-10"},{"n":29,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":392,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Anthropic","mentions":316,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"NVIDIA","mentions":274,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Alphabet","mentions":245,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Meta","mentions":218,"url":"https://www.frontiertechintelligence.com/companies/meta"},{"name":"Amazon","mentions":170,"url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Microsoft","mentions":135,"url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"SpaceX","mentions":109,"url":"https://www.frontiertechintelligence.com/companies/spacex"}],"headlines":[{"date":"2026-11-02","headline":"OpenAI cut its current fundraising target from $30 billion to $20 billion","outlet":"Caixin","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-11-02","headline":"Nvidia to become Naver’s third-largest shareholder through a capital increase","outlet":"The Elec","companies":[{"name":"NAVER","url":"https://www.frontiertechintelligence.com/companies/naver"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-11-02","headline":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-11-02","headline":"Google launched Gemini 4 Argon and then Gemini 4 Carbon two weeks later.","outlet":"The Elec","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-11-02","headline":"Apple Intelligence is being connected to Alibaba’s Qwen model","outlet":"Caixin","companies":[{"name":"Alibaba","url":"https://www.frontiertechintelligence.com/companies/alibaba"},{"name":"Apple","url":"https://www.frontiertechintelligence.com/companies/apple"}]},{"date":"2026-11-02","headline":"Google's Gemini 4 Carbon topped Artificial Analysis rankings.","outlet":"The Elec","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-11-02","headline":"IEEE, MLCommons, ETSI and Singapore IMDA join South Korea's 2026 GISC on AI standards","outlet":"ZDNet Korea","companies":[{"name":"ISO"},{"name":"ITU"}]},{"date":"2026-11-01","headline":"Anthropic announced its initial public offering.","outlet":"Yicai","companies":[{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"}]},{"date":"2026-11-01","headline":"OpenAI reportedly cut its IPO fundraising target to $20 billion","outlet":"Yicai","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-11-01","headline":"OpenAI, Google, Microsoft, and Anthropic will honor a common robots.txt signal for AI training opt-out.","outlet":"ZDNet Korea","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Microsoft","url":"https://www.frontiertechintelligence.com/companies/microsoft"},{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]}]}