https://slicast.com/article/17l61ac Slicast en 2026-09-17T13:34:11.000Z CleanSpark disclosed a $6.6 billion, 20-year AI data center lease with Meta and announced a concurrent $2.23 billion debt financing plan to fund the Georgia facility. https://slicast.com/zh/article/17l61ac Slicast zh-cn 2026-09-17T13:34:11.000Z CleanSpark（CLSK）披露与Meta签署的66亿美元、20年期AI数据中心租赁协议，并宣布同步进行22.3亿美元的债务融资计划，以资助佐治亚州设施。 https://slicast.com/ko/article/17l61ac Slicast ko 2026-09-17T13:34:11.000Z 클린스파크는 메타와 20년 만기, 66억 달러 규모의 AI 데이터센터 임대계약을 체결했으며, 조지아 시설 자금 조달을 위해 동시적으로 22억 3천만 달러 규모의 부채 자금조달 계획을 발표했다. https://slicast.com/article/kvc7tt Slicast en 2026-09-17T13:11:47.000Z CoreWeave begins deploying multi-rack NVIDIA Vera Rubin clusters to scale agentic AI workloads. https://slicast.com/zh/article/kvc7tt Slicast zh-cn 2026-09-17T13:11:47.000Z CoreWeave (CRWV) 开始部署多机架 NVIDIA Vera Rubin 集群，以扩展代理式 AI 工作负载。 https://slicast.com/ko/article/kvc7tt Slicast ko 2026-09-17T13:11:47.000Z CoreWeave는 에이전트 AI 워크로드를 확장하기 위해 다중 랙 NVIDIA Vera Rubin 클러스터의 배포를 시작했습니다. https://slicast.com/article/1w6r9et Slicast en 2026-09-17T12:00:00.000Z A U.S.-funded investigation revealed systematic loopholes allowing billions of dollars in export-restricted Nvidia AI accelerators to reach Chinese firms, bypassing current administration regulations. https://slicast.com/zh/article/1w6r9et Slicast zh-cn 2026-09-17T12:00:00.000Z 美国资助的调查揭露了系统性漏洞，使数十亿美元受出口限制的英伟达（Nvidia）AI加速器得以流入中国企业，规避了当前政府的监管规定。 https://slicast.com/ko/article/1w6r9et Slicast ko 2026-09-17T12:00:00.000Z 미 연방 수사 결과, 현재 행정부의 규정을 우회해 수십억 달러 규모의 수출 제한 NVIDIA AI 가속기가 중국 기업에 유입되도록 한 체계적인 허점이 드러났다. https://slicast.com/article/17w3gt7 Slicast en 2026-09-17T11:59:12.000Z The U.S. House passed a 417-3 vote mandating that AI data centers directly cover their electricity costs, though states retain veto power over implementation. https://slicast.com/zh/article/17w3gt7 Slicast zh-cn 2026-09-17T11:59:12.000Z 美国众议院以417票对3票通过法案，要求AI数据中心直接承担电费，但各州保留实施否决权。 https://slicast.com/ko/article/17w3gt7 Slicast ko 2026-09-17T11:59:12.000Z 미국 하원이 417대 3의 표로 AI 데이터센터가 전기 요금을 직접 부담하도록 의무화하는 법안을 통과시켰으나, 주 정부는 시행에 대한 거부권을 유지한다. https://slicast.com/article/frff5j Slicast en 2026-09-17T11:14:30.000Z AWS and Qualcomm finalized a $60 billion custom AI chip agreement, driving a 7% stock jump for Qualcomm as hyperscalers aggressively diversify silicon sourcing. https://slicast.com/zh/article/frff5j Slicast zh-cn 2026-09-17T11:14:30.000Z AWS与高通达成600亿美元定制AI芯片协议，推动高通股价飙升7%，凸显超大规模云厂商加速多元化硅源采购趋势。 https://slicast.com/ko/article/frff5j Slicast ko 2026-09-17T11:14:30.000Z AWS와 퀄컴이 600억 달러 규모의 맞춤형 AI 칩 계약을 체결하며, 하이퍼스케일러들의 실리콘 공급처 다각화 가속화에 힘입어 퀄컴 주가가 7% 급등했다. https://slicast.com/commentary/groq-2026-09-16 Slicast en 2026-09-16T21:52:14.680Z Nvidia-Groq $20B Deal Under DOJ Investigation, September 2026 https://slicast.com/zh/commentary/groq-2026-09-16 Slicast zh-cn 2026-09-16T21:52:14.680Z 英伟达Groq 200亿美元交易遭司法部调查，2026年9月 https://slicast.com/commentary/goodman-2026-09-16 Slicast en 2026-09-16T21:45:03.457Z Goodman Group $455m Hong Kong Data Centre Partnership, September 2026 https://slicast.com/zh/commentary/goodman-2026-09-16 Slicast zh-cn 2026-09-16T21:45:03.457Z 古德曼集团4.55亿美元香港数据中心合伙基金，2026年9月 https://slicast.com/commentary/amd-2026-09-16 Slicast en 2026-09-16T21:39:20.453Z AMD MI355X Benchmarks and Infrastructure Contracts, September 2026 https://slicast.com/zh/commentary/amd-2026-09-16 Slicast zh-cn 2026-09-16T21:39:20.453Z AMD MI355X基准测试与基础设施合同，2026年9月 https://slicast.com/commentary/coreweave-2026-09-16 Slicast en 2026-09-16T21:28:13.922Z CoreWeave Vera Rubin NVL72 Cluster Deployment, September 2026 https://slicast.com/zh/commentary/coreweave-2026-09-16 Slicast zh-cn 2026-09-16T21:28:13.922Z CoreWeave Vera Rubin NVL72集群首次商用部署，2026年9月 https://slicast.com/commentary/nvidia-2026-09-16 Slicast en 2026-09-16T21:17:27.804Z Why Nvidia's AI Energy Management Alliance Signals That Grid Capacity, Not Silicon, Now Constrains AI Scale https://slicast.com/zh/commentary/nvidia-2026-09-16 Slicast zh-cn 2026-09-16T21:17:27.804Z 英伟达AI能源管理联盟：电网容量正取代硅片供给成为AI规模扩张的核心制约，2026年9月 https://slicast.com/article/s77n7g Slicast en 2026-09-16T21:11:00.000Z BIS reportedly plans to impose license requirements on advanced AI chip exports to all global destinations, ushering in an era of "real-time operational constraints" for export controls. https://slicast.com/zh/article/s77n7g Slicast zh-cn 2026-09-16T21:11:00.000Z BIS 据报拟对全球所有出口目的地的先进 AI 芯片设置许可证要求，出口管制进入"实时操作约束"时代 https://slicast.com/ko/article/s77n7g Slicast ko 2026-09-16T21:11:00.000Z BIS가 전 세계 모든 대상지로 향하는 첨단 AI 칩 수출에 대해 라이선스 요건을 부과할 계획이라고 보도되었으며, 이는 수출 통제의 '실시간 운영 제약' 시대를 열게 될 전망이다. https://slicast.com/brief/2026-09-17 Slicast en 2026-09-16T21:10:15.772Z AI Infrastructure Briefing — 2026-09-17 https://slicast.com/zh/brief/2026-09-17 Slicast zh-cn 2026-09-16T21:10:15.772Z AI 基础设施早报 · 2026-09-17 https://slicast.com/ko/brief/2026-09-17 Slicast ko 2026-09-16T21:10:15.772Z AI 인프라 브리핑 · 2026-09-17 https://slicast.com/article/kv1vbu Slicast en 2026-09-16T21:10:00.000Z Big Tech’s 18-month nuclear capacity contracts exceed the US total of the prior 20 years; SMR commercialization enters a critical window. https://slicast.com/zh/article/kv1vbu Slicast zh-cn 2026-09-16T21:10:00.000Z 大科技18个月签约核电容量超美国前20年之和，SMR 商业化进入关键窗口 https://slicast.com/ko/article/kv1vbu Slicast ko 2026-09-16T21:10:00.000Z 빅테크의 18개월 원자력 용량 계약이 미국 전역의 지난 20년 간 총량을 초과했으며, SMR 상용화가 중요한 전환점에 도달했다. https://slicast.com/article/qaflto Slicast en 2026-09-16T21:09:00.000Z US data center power demand surges to 42GW, with 2,300GW of projects stuck in grid interconnection queues; a 7GW compute shortfall hinders $650B capex deployment. https://slicast.com/zh/article/qaflto Slicast zh-cn 2026-09-16T21:09:00.000Z 美国数据中心电力需求飙至42GW，2300GW 项目滞留电网接入队列，7GW 算力缺口拖累6500亿 capex 落地 https://slicast.com/ko/article/qaflto Slicast ko 2026-09-16T21:09:00.000Z 미국 데이터센터 전력 수요가 42GW로 급증했으며, 2,300GW 규모의 프로젝트가 계통 연계 대기열에 묶여 있다. 7GW의 컴퓨팅 부족은 6,500억 달러의 자본 지출 투입을 저해하고 있다. https://slicast.com/article/c74fhq Slicast en 2026-09-16T21:08:00.000Z Hyperscalers' combined capex reaches $725B in 2026; Morgan Stanley forecasts financing needs exceeding $400B https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-16T21:08:00.000Z 超大规模厂商2026年合计资本开支达 $725B，摩根士丹利预计融资需求逾 $400B https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-16T21:08:00.000Z 초대형 클라우드 기업들의 2026년 자본지출 합계가 7,250억 달러에 도달할 것으로 전망되며, Morgan Stanley는 4,000억 달러를 상회하는 자금 조달 수요가 발생할 것이라고 예측했다. https://slicast.com/article/11tqrhu Slicast en 2026-09-16T21:07:00.000Z AI Infra Summit 2026 concludes in Santa Clara today with NVIDIA's Ian Buck delivering the final keynote address. https://slicast.com/zh/article/11tqrhu Slicast zh-cn 2026-09-16T21:07:00.000Z AI Infra Summit 2026 圣克拉拉今日收官，NVIDIA Ian Buck 发表最终主旨演讲 https://slicast.com/ko/article/11tqrhu Slicast ko 2026-09-16T21:07:00.000Z AI 인프라 서밋 2026이 오늘 산타클라라에서 폐막했으며, NVIDIA의 Ian Buck가 최종 기조연설을 진행했다. https://slicast.com/article/1qbd1ni Slicast en 2026-09-16T21:06:00.000Z NVIDIA reportedly the mysterious tenant of Hut 8's Texas Beacon Point 1GW campus, with a contract value up to $50.2B https://slicast.com/zh/article/1qbd1ni Slicast zh-cn 2026-09-16T21:06:00.000Z NVIDIA 据报为 Hut 8 德州 Beacon Point 1GW 园区神秘租户，合同价值最高 $50.2B https://slicast.com/ko/article/1qbd1ni Slicast ko 2026-09-16T21:06:00.000Z NVIDIA, Hut 8의 텍사스 비콘 포인트 1GW 캠퍼스의 미스터리한 임차자로 확인, 계약 규모 최대 502억 달러 https://slicast.com/article/me67cr Slicast en 2026-09-16T21:05:00.000Z NVIDIA provides up to $105B in financing for OpenAI's 10GW Ohio data center and directly invests $1.5B in SB Energy https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-16T21:05:00.000Z NVIDIA 为 OpenAI 俄亥俄州10GW 数据中心提供最高 $105B 融资，兼向 SB Energy 直接注资 $15亿 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-16T21:05:00.000Z NVIDIA는 OpenAI의 10GW 오하이오 데이터 센터에 최대 1,050억 달러의 자금을 제공하고 SB Energy에 직접 15억 달러를 투자한다 https://slicast.com/article/1ght3tt Slicast en 2026-09-16T21:04:00.000Z CoreWeave Q2 revenue doubled YoY to $2.58B, with backlog exceeding $104B; Nebius posted over 400% revenue growth in the same quarter https://slicast.com/zh/article/1ght3tt Slicast zh-cn 2026-09-16T21:04:00.000Z CoreWeave Q2营收 $2.58B 同比翻倍，合同积压突破 $104B；Nebius 同季营收增速逾400% https://slicast.com/ko/article/1ght3tt Slicast ko 2026-09-16T21:04:00.000Z CoreWeave의 2분기 매출은 전년 대비 2배 증가한 25억 8천만 달러를 기록했으며, 미집행 잔액이 1,040억 달러를 초과했습니다. Nebius도 같은 분기 400% 이상의 매출 성장을 보였습니다. https://slicast.com/article/fiteu3 Slicast en 2026-09-16T21:03:00.000Z NVIDIA Rubin's production is constrained by TSMC N3 and HBM supply, with a 2026 shipment cap of approximately 200,000–300,000 units; Rubin Ultra specifications remain undetermined. https://slicast.com/zh/article/fiteu3 Slicast zh-cn 2026-09-16T21:03:00.000Z NVIDIA Rubin 产能受制于 TSMC N3 与 HBM 供给，2026年出货量上限约20-30万颗，Rubin Ultra 规格仍未定案 https://slicast.com/ko/article/fiteu3 Slicast ko 2026-09-16T21:03:00.000Z 엔비디아 루빈의 생산은 TSMC N3 및 HBM 공급 제약으로 인해 제한되며, 2026년 출하량은 약 20만~30만 대로 한계가 있습니다. 루빈 울트라 사양은 아직 미정입니다. https://slicast.com/article/11p9tg0 Slicast en 2026-09-16T21:02:00.000Z JPMorgan upgrades IREN to Overweight from Underweight, raising PT to $65 from $46; neocloud pricing power is shifting. https://slicast.com/zh/article/11p9tg0 Slicast zh-cn 2026-09-16T21:02:00.000Z JPMorgan 罕见"双升级"IREN：Underweight 直跳 Overweight，目标价 $46→$65，neocloud 定价权正在翻转 https://slicast.com/ko/article/11p9tg0 Slicast ko 2026-09-16T21:02:00.000Z JPMorgan이 IREN을 매도에서 과잉 비중으로 상향 조정하고 목표가를 46달러에서 65달러로 인상했으며, 네오클라우드의 가격 결정력이 변화하고 있다. https://slicast.com/article/q5stog Slicast en 2026-09-16T21:01:00.000Z Alphabet raises 2026 capex guidance to $195-205B; Google Cloud revenue surges 82% YoY; neocloud stocks rally premarket. https://slicast.com/zh/article/q5stog Slicast zh-cn 2026-09-16T21:01:00.000Z Alphabet 上调2026年资本开支至 $195-205B，Google Cloud 单季同比 +82%，neocloud 板块盘前集体反弹 https://slicast.com/ko/article/q5stog Slicast ko 2026-09-16T21:01:00.000Z 알파벳이 2026년 자본지출 가이드라인을 1950억~2050억 달러로 상향 조정했으며, 구글 클라우드 매출은 전년 동기 대비 82% 급증했고, 네오클라우드 주식들은 프리마켓에서 강세를 보였다. https://slicast.com/article/tvc68x Slicast en 2026-09-16T20:47:00.000Z Anthropic has signed its first Australian data center agreement at Western Downs Digital Park. https://slicast.com/zh/article/tvc68x Slicast zh-cn 2026-09-16T20:47:00.000Z Anthropic在Western Downs Digital Park签署了其在澳大利亚的首个数据中心协议。 https://slicast.com/ko/article/tvc68x Slicast ko 2026-09-16T20:47:00.000Z Anthropic은 Western Downs Digital Park에서 호주 내 첫 데이터센터 계약을 체결했다. https://slicast.com/article/euph9y Slicast en 2026-09-16T20:45:00.000Z The Loudoun County Board of Supervisors has effectively paused certain data center and substation applications pending a formal vote. https://slicast.com/zh/article/euph9y Slicast zh-cn 2026-09-16T20:45:00.000Z Loudoun County Board of Supervisors已暂停部分数据中心和变电站申请，等待正式投票。 https://slicast.com/ko/article/euph9y Slicast ko 2026-09-16T20:45:00.000Z 라우드군 수퍼바이저 위원회는 공식 표결을 기다리며 일부 데이터센터 및 변전소 신청 건을 사실상 보류했다. https://slicast.com/article/1yon7hd Slicast en 2026-09-16T20:35:00.000Z A French company is planning a $7.5 billion AI factory data center in Frankfort. https://slicast.com/zh/article/1yon7hd Slicast zh-cn 2026-09-16T20:35:00.000Z 一家法国公司计划在Frankfort建设一座价值75亿美元的人工智能工厂级数据中心。 https://slicast.com/ko/article/1yon7hd Slicast ko 2026-09-16T20:35:00.000Z 프랑스 기업, 프랑크푸르트에 75억 달러 규모 AI 팩토리 데이터센터 구축 계획 https://slicast.com/article/1xc12ks Slicast en 2026-09-16T20:31:16.000Z Bitdeer (BTDR) has executed a $4.7 billion AI data center deal, reducing its bitcoin holdings to fund the pivot. https://slicast.com/zh/article/1xc12ks Slicast zh-cn 2026-09-16T20:31:16.000Z Bitdeer (BTDR)已达成一项47亿美元的人工智能数据中心交易，减少其比特币持仓以资助转型。 https://slicast.com/ko/article/1xc12ks Slicast ko 2026-09-16T20:31:16.000Z Bitdeer(BTDR)는 비트코인 보유량을 줄여 AI 데이터센터 전환을 자금으로 조달하기 위해 47억 달러 규모의 AI 데이터센터 계약을 체결했다. https://slicast.com/article/tw5fp5 Slicast en 2026-09-16T20:31:08.000Z The US House will vote on legislation aimed at shielding homeowners from rising electricity costs driven by AI data center demand. https://slicast.com/zh/article/tw5fp5 Slicast zh-cn 2026-09-16T20:31:08.000Z 美国众议院将对一项旨在保护房主免受人工智能数据中心需求推高电费影响的法案进行投票。 https://slicast.com/ko/article/tw5fp5 Slicast ko 2026-09-16T20:31:08.000Z 미국 하원은 AI 데이터센터 수요로 인한 상승하는 전기 요금으로부터 주택 소유자를 보호하기 위한 입법에 대한 표결을 진행한다. https://slicast.com/article/1vqdyyx Slicast en 2026-09-16T20:28:58.000Z An Indiana commission has approved $240 million in tax breaks for a new data center project in Indianapolis. https://slicast.com/zh/article/1vqdyyx Slicast zh-cn 2026-09-16T20:28:58.000Z 印第安纳州一个委员会已批准为印第安纳波利斯的一个新数据中心项目提供2.4亿美元的税收减免。 https://slicast.com/ko/article/1vqdyyx Slicast ko 2026-09-16T20:28:58.000Z 인디애나 주 위원회는 인디애나폴리스의 신규 데이터센터 프로젝트에 2억4천만 달러 규모의 세제 혜택을 승인했다. https://slicast.com/article/1eiz4i4 Slicast en 2026-09-16T20:24:04.000Z CoreWeave has successfully brought up a multi-rack NVIDIA Vera Rubin NVL72 cluster at its Livingston facility. https://slicast.com/zh/article/1eiz4i4 Slicast zh-cn 2026-09-16T20:24:04.000Z CoreWeave已在Livingston设施成功上线多机架NVIDIA Vera Rubin NVL72集群。 https://slicast.com/ko/article/1eiz4i4 Slicast ko 2026-09-16T20:24:04.000Z CoreWeave는 Livingston 시설에서 다중 랙 NVIDIA Vera Rubin NVL72 클러스터를 성공적으로 가동했습니다. https://slicast.com/article/o6ss2o Slicast en 2026-09-16T20:00:10.000Z Researchers have proposed a relax-and-round mathematical method to help electrical grids better manage the surging power demand from data centers. https://slicast.com/zh/article/o6ss2o Slicast zh-cn 2026-09-16T20:00:10.000Z 研究人员提出了一种松弛与舍入数学方法，以帮助电网更好地管理数据中心激增的电力需求。 https://slicast.com/ko/article/o6ss2o Slicast ko 2026-09-16T20:00:10.000Z 연구진은 데이터 센터의 급증하는 전력 수요를 전기 그리드가 더 잘 관리할 수 있도록 돕기 위해 이완-라운드(relax-and-round) 수학적 방법을 제안했다. https://slicast.com/article/1x9usju Slicast en 2026-09-16T19:50:46.000Z Blue Energy has submitted the initial construction application for a combined gas-plus-nuclear power project in Texas. https://slicast.com/zh/article/1x9usju Slicast zh-cn 2026-09-16T19:50:46.000Z Blue Energy已提交德克萨斯州一个天然气加核能联合项目的初步施工申请。 https://slicast.com/ko/article/1x9usju Slicast ko 2026-09-16T19:50:46.000Z Blue Energy는 텍사스 내 가스-원자력 복합 발전 프로젝트의 초기 건설 인가를 제출했다. https://slicast.com/article/cmm69b Slicast en 2026-09-16T19:43:00.000Z Intel CEO Lip-Bu Tan is reportedly advancing risk production of the 14A node to Q1 2027 as defect density metrics approach targets. https://slicast.com/zh/article/cmm69b Slicast zh-cn 2026-09-16T19:43:00.000Z 据报道，Intel首席执行官Lip-Bu Tan已将14A节点的风险生产提前至2027年第一季度，缺陷密度指标正接近目标。 https://slicast.com/ko/article/cmm69b Slicast ko 2026-09-16T19:43:00.000Z Intel CEO Lip-Bu Tan은 결함 밀도 지표가 목표에 근접함에 따라 14A 노드의 리스크 생산을 2027년 1분기로 앞당기고 있는 것으로 알려졌다. https://slicast.com/article/yxf73w Slicast en 2026-09-16T19:34:11.000Z Developers have filed $1.2 billion in new data center projects in the Dallas-Fort Worth metroplex over recent weeks. https://slicast.com/zh/article/yxf73w Slicast zh-cn 2026-09-16T19:34:11.000Z 开发商在过去几周在达拉斯-沃斯堡大都市区提交了价值12亿美元的新数据中心项目。 https://slicast.com/ko/article/yxf73w Slicast ko 2026-09-16T19:34:11.000Z 개발자들이 최근 몇 주 동안 댈러스-포트워스 메트로플렉스에서 12억 달러 규모의 신규 데이터센터 프로젝트를 신청했다. https://slicast.com/article/1qc5atd Slicast en 2026-09-16T19:28:02.000Z Anthropic's policy chief stated that AI safety cannot rely solely on an honor code, emphasizing the need for enforceable guardrails. https://slicast.com/zh/article/1qc5atd Slicast zh-cn 2026-09-16T19:28:02.000Z Anthropic的政策主管表示，AI安全不能仅依赖荣誉准则，强调需要可执行的护栏。 https://slicast.com/ko/article/1qc5atd Slicast ko 2026-09-16T19:28:02.000Z Anthropic의 정책 책임자는 AI 안전이 명예 수칙에만 의존할 수 없으며, 강제력 있는 안전 장치가 필요하다고 강조했습니다. https://slicast.com/article/1y10vh8 Slicast en 2026-09-16T19:26:46.000Z An analysis highlights how ZeroGPU operates as a decentralized marketplace for AI inference, bypassing traditional data center requirements. https://slicast.com/zh/article/1y10vh8 Slicast zh-cn 2026-09-16T19:26:46.000Z 分析指出ZeroGPU如何作为AI推理的去中心化市场运作，绕过传统的数据中心要求。 https://slicast.com/ko/article/1y10vh8 Slicast ko 2026-09-16T19:26:46.000Z ZeroGPU가 전통적인 데이터센터 요구사항을 우회하는 AI 추론을 위한 분산형 마켓플레이스로 작동하는 방식이 강조된 분석이 나왔다. https://slicast.com/article/vme3ie Slicast en 2026-09-16T19:01:07.000Z The Sacramento mayor has requested a study on data center safeguards following findings from the Abridged report. https://slicast.com/zh/article/vme3ie Slicast zh-cn 2026-09-16T19:01:07.000Z 萨克拉门托市长在Abridged报告发布后要求对数据中心保障措施进行研究。 https://slicast.com/ko/article/vme3ie Slicast ko 2026-09-16T19:01:07.000Z 새크라멘토 시장은 아브리지드(Abridged) 보고서의 조사 결과를 바탕으로 데이터센터 안전장치에 대한 연구 요청을 했다. https://slicast.com/article/vhc9i9 Slicast en 2026-09-16T19:00:51.000Z Apple is reportedly evaluating a return to the enterprise server market with M8 Ultra-based AI machines and discussions around Nvidia networking. https://slicast.com/zh/article/vhc9i9 Slicast zh-cn 2026-09-16T19:00:51.000Z 据报道，Apple正在评估凭借基于M8 Ultra的人工智能机器重返企业服务器市场，并就Nvidia网络进行讨论。 https://slicast.com/ko/article/vhc9i9 Slicast ko 2026-09-16T19:00:51.000Z 애플이 M8 울트라 기반 AI 머신과 엔비디아 네트워킹 관련 논의를 통해 기업용 서버 시장으로의 복귀를 검토 중인 것으로 알려졌다. https://slicast.com/article/1khieod Slicast en 2026-09-16T18:59:36.000Z TypeSafe AI has exited stealth with $40 million in funding to develop a composable AI model architecture. https://slicast.com/zh/article/1khieod Slicast zh-cn 2026-09-16T18:59:36.000Z TypeSafe AI以4000万美元的资金走出隐身状态，开发组合式AI模型架构。 https://slicast.com/ko/article/1khieod Slicast ko 2026-09-16T18:59:36.000Z TypeSafe AI는 차세대 AI 모델 아키텍처 개발을 위해 4,000만 달러의 자금을 조달하며 스텔스 모드를 종료했다. https://slicast.com/article/1btoed Slicast en 2026-09-16T18:41:07.000Z Siemens Energy shares rose 3.3 percent as analysts debate the implications of surging AI power demand on grid infrastructure investments. https://slicast.com/zh/article/1btoed Slicast zh-cn 2026-09-16T18:41:07.000Z Siemens Energy股价上涨3.3%，分析师们就激增的AI电力需求对电网基础设施投资的影响展开辩论。 https://slicast.com/ko/article/1btoed Slicast ko 2026-09-16T18:41:07.000Z Siemens Energy 주가는 AI 전력 수요 급증이 그리드 인프라 투자에 미치는 영향에 대한 애널리스트들의 논의를 배경으로 3.3% 상승했다. https://slicast.com/article/s4xrwx Slicast en 2026-09-16T18:37:36.000Z Apple is reportedly targeting NVIDIA's NVLink Fusion technology for its M8-based Baltra servers, marking a strategic return to enterprise hardware after 2011. https://slicast.com/zh/article/s4xrwx Slicast zh-cn 2026-09-16T18:37:36.000Z 据报道，Apple正瞄准NVIDIA的NVLink Fusion技术用于其基于M8的Baltra服务器，标志着自2011年以来重返企业硬件的战略举措。 https://slicast.com/ko/article/s4xrwx Slicast ko 2026-09-16T18:37:36.000Z 애플이 M8 기반 발트라 서버를 위해 엔비디아의 NVLink Fusion 기술을 도입할 것으로 전해졌으며, 이는 2011년 이후 기업용 하드웨어 분야로의 전략적 복귀를 의미한다. https://slicast.com/article/lgvffs Slicast en 2026-09-16T18:37:28.000Z Western Digital (WDC) shares gained nearly 4 percent following strong Q4 earnings and announcements related to AI infrastructure storage developments. https://slicast.com/zh/article/lgvffs Slicast zh-cn 2026-09-16T18:37:28.000Z 西部数据（WDC）股价在强劲的第四季度财报和与AI基础设施存储发展相关的公告公布后上涨近4%。 https://slicast.com/ko/article/lgvffs Slicast ko 2026-09-16T18:37:28.000Z Western Digital(WDC) 주식이 강력한 4분기 실적과 AI 인프라 스토리지 개발 관련 발표에 힘입어 약 4% 상승했다. https://slicast.com/article/1op5f57 Slicast en 2026-09-16T18:30:29.000Z Onsemi has unveiled its Embedded Power Platform architecture designed to increase power density within server racks. https://slicast.com/zh/article/1op5f57 Slicast zh-cn 2026-09-16T18:30:29.000Z Onsemi推出了旨在提高服务器机架内功率密度的嵌入式电源平台架构。 https://slicast.com/ko/article/1op5f57 Slicast ko 2026-09-16T18:30:29.000Z 온세미는 서버 랙 내 전력 밀도를 높이기 위해 설계된 임베디드 파워 플랫폼 아키텍처를 공개했다. https://slicast.com/article/tgrhdk Slicast en 2026-09-16T18:20:12.000Z Reports indicate that NVIDIA's Rubin architecture and AMD's RDNA 5 GPUs are reportedly delayed until 2028. https://slicast.com/zh/article/tgrhdk Slicast zh-cn 2026-09-16T18:20:12.000Z 据报道，NVIDIA的Rubin架构和AMD的RDNA 5 GPU被推迟到2028年。 https://slicast.com/ko/article/tgrhdk Slicast ko 2026-09-16T18:20:12.000Z 엔비디아의 루빈 아키텍처와 AMD의 RDNA 5 GPU가 2028년까지 지연될 것이라는 보도가 나왔다. https://slicast.com/article/1c6uqx9 Slicast en 2026-09-16T18:15:57.000Z Global AI has cleared a zoning hurdle in Weld County, Colorado, for a project that could become the state's largest data center. https://slicast.com/zh/article/1c6uqx9 Slicast zh-cn 2026-09-16T18:15:57.000Z Global AI已跨越科罗拉多州韦尔德县的一项分区障碍，该项目可能成为该州最大的数据中心。 https://slicast.com/ko/article/1c6uqx9 Slicast ko 2026-09-16T18:15:57.000Z 글로벌 AI가 콜로라도주 웰드 카운티에서 주 최대 규모 데이터센터로 발전할 수 있는 프로젝트에 대한 구역 지정 장벽을 넘었다. https://slicast.com/article/udvjej Slicast en 2026-09-16T18:08:00.000Z Greenbaum, Rowe, Smith & Davis Launches Data Center Development & Infrastructure Practice https://slicast.com/zh/article/udvjej Slicast zh-cn 2026-09-16T18:08:00.000Z Greenbaum, Rowe, Smith & Davis成立数据中心开发与基础设施业务部 https://slicast.com/ko/article/udvjej Slicast ko 2026-09-16T18:08:00.000Z Greenbaum, Rowe, Smith & Davis, 데이터 센터 개발 및 인프라 실무팀 출범 https://slicast.com/article/1le5m1j Slicast en 2026-09-16T17:59:00.000Z Bloom Energy shares gained 4 percent as the company approaches S&P 500 inclusion, alongside mixed moves in peer FuelCell Energy and Plug Power. https://slicast.com/zh/article/1le5m1j Slicast zh-cn 2026-09-16T17:59:00.000Z Bloom Energy股价上涨4%，该公司正接近纳入标普500指数，同行FuelCell Energy和Plug Power走势不一。 https://slicast.com/ko/article/1le5m1j Slicast ko 2026-09-16T17:59:00.000Z Bloom Energy 주가는 S&P 500 편입 임박에 따라 4% 상승했으며, 동종 업계인 FuelCell Energy와 Plug Power는 혼조세를 보였다. https://slicast.com/article/haqck4 Slicast en 2026-09-16T17:54:00.000Z Samsung is turning to external suppliers to meet surging demand for high bandwidth memory as internal production priorities shift. https://slicast.com/zh/article/haqck4 Slicast zh-cn 2026-09-16T17:54:00.000Z 随着内部生产优先级的转变，Samsung正转向外部供应商以满足激增的高带宽内存需求。 https://slicast.com/ko/article/haqck4 Slicast ko 2026-09-16T17:54:00.000Z 삼성전자는 내부 생산 우선순위가 변경됨에 따라 고대역폭 메모리(HBM) 수요 급증에 대응하기 위해 외부 공급업체를 활용하고 있다. https://slicast.com/article/b0vraw Slicast en 2026-09-16T17:43:00.000Z Scotland’s parliament has approved a de facto temporary moratorium on approving new hyperscale data center projects until updated planning guidance is published. https://slicast.com/zh/article/b0vraw Slicast zh-cn 2026-09-16T17:43:00.000Z 苏格兰议会已批准一项事实上的临时禁令，在新规划指南发布前暂停批准新的超大规模数据中心项目。 https://slicast.com/ko/article/b0vraw Slicast ko 2026-09-16T17:43:00.000Z 스코틀랜드 의회는 업데이트된 계획 지침이 발표될 때까지 새로운 초대규모 데이터 센터 프로젝트 승인에 대해 사실상 일시적인 보류 조치를 승인했다. https://slicast.com/article/46aa8o Slicast en 2026-09-16T17:31:10.000Z SMR startup Blue Energy and GE Vernova-Hitachi are seeking federal construction permits for a gas-nuclear hybrid reactor design. https://slicast.com/zh/article/46aa8o Slicast zh-cn 2026-09-16T17:31:10.000Z SMR初创公司Blue Energy与GE Vernova-Hitachi正在为燃气-核能混合反应堆设计申请联邦建设许可。 https://slicast.com/ko/article/46aa8o Slicast ko 2026-09-16T17:31:10.000Z SMR 스타트업 블루에너지와 GE 베르노바-히타치는 가스-원자력 하이브리드 원자로 설계에 대한 연방 건설 인가를 신청 중이다. https://slicast.com/article/193wzpr Slicast en 2026-09-16T17:30:33.000Z AI compute firm LawZero has secured a commitment of up to $300 million in joint funding from the governments of Canada and Germany. https://slicast.com/zh/article/193wzpr Slicast zh-cn 2026-09-16T17:30:33.000Z AI计算公司LawZero已获得加拿大和德国政府联合承诺的最高3亿美元资金。 https://slicast.com/ko/article/193wzpr Slicast ko 2026-09-16T17:30:33.000Z AI 컴퓨팅 기업 로우제로는 캐나다와 독일 정부로부터 최대 3억 달러 규모의 공동 자금 지원 약정을 확보했다. https://slicast.com/article/1r94vfc Slicast en 2026-09-16T17:28:56.000Z Blue Energy has filed for a nuclear reactor at a Texas power plant specifically designed to provide dedicated power for Crusoe’s AI data center. https://slicast.com/zh/article/1r94vfc Slicast zh-cn 2026-09-16T17:28:56.000Z Blue Energy已在德克萨斯州一座发电厂申请建设核反应堆，专门为其提供电力以支持Crusoe的数据中心。 https://slicast.com/ko/article/1r94vfc Slicast ko 2026-09-16T17:28:56.000Z Blue Energy는 Crusoe의 AI 데이터센터에 전용 전력을 공급하기 위해 특별히 설계된 텍사스 발전소용 원자로를 출원했다. https://slicast.com/article/6kj9go Slicast en 2026-09-16T17:27:59.000Z Liquid Compute has raised $15 million to develop a regulated marketplace for trading AI compute capacity. https://slicast.com/zh/article/6kj9go Slicast zh-cn 2026-09-16T17:27:59.000Z Liquid Compute已筹集1500万美元，用于开发受监管的AI算力交易市场。 https://slicast.com/ko/article/6kj9go Slicast ko 2026-09-16T17:27:59.000Z Liquid Compute는 AI 컴퓨팅 용량 거래를 위한 규제 준수 마켓플레이스 개발을 위해 1,500만 달러를 조달했다. https://slicast.com/article/vjozyi Slicast en 2026-09-16T17:21:47.000Z MLCommons has released MLPerf Inference v6.1 benchmark results, which introduce two new tests for emerging AI deployment patterns including Agentic Inference. https://slicast.com/zh/article/vjozyi Slicast zh-cn 2026-09-16T17:21:47.000Z MLCommons发布了MLPerf推理v6.1基准测试结果，其中引入了两项针对新兴AI部署模式（包括Agentic Inference）的新测试。 https://slicast.com/ko/article/vjozyi Slicast ko 2026-09-16T17:21:47.000Z MLCommons가 차세대 AI 배포 패턴인 에이전트 추론을 포함한 MLPerf Inference v6.1 벤치마크 결과를 발표했으며, 여기에는 두 가지 새로운 테스트가 포함되었습니다. https://slicast.com/article/17r1ys3 Slicast en 2026-09-16T17:18:34.000Z Canadian-German AI leaders Cohere and Aleph Alpha have signed a deal to combine operations under the Cohere name while establishing governance safeguards tied to digital sovereignty. https://slicast.com/zh/article/17r1ys3 Slicast zh-cn 2026-09-16T17:18:34.000Z 加拿大-德国AI领军企业Cohere与Aleph Alpha签署协议，将在Cohere旗下合并运营，同时建立与数字主权挂钩的治理保障。 https://slicast.com/ko/article/17r1ys3 Slicast ko 2026-09-16T17:18:34.000Z 캐나다-독일 AI 선도 기업인 Cohere와 Aleph Alpha는 디지털 주권과 연계된 거버넌스 안전장치를 마련하는 조건 하에 Cohere 브랜드로 운영을 통합하기로 계약했다. https://slicast.com/article/12bc3f1 Slicast en 2026-09-16T17:15:03.000Z AMD benchmarked a 512-unit MI355X GPU cluster in MLPerf 6.1, while NVIDIA maintained strong positioning with Blackwell and its first Vera Rubin submission, alongside Intel Arc Pro and Xeon entries. https://slicast.com/zh/article/12bc3f1 Slicast zh-cn 2026-09-16T17:15:03.000Z 英伟达在MLPerf 6.1中凭借Blackwell及其首次提交的Vera Rubin保持强劲地位，AMD则对512个MI355X GPU集群进行了基准测试，英特尔也提交了Arc Pro和Xeon。 https://slicast.com/ko/article/12bc3f1 Slicast ko 2026-09-16T17:15:03.000Z AMD는 MLPerf 6.1에서 512개 유닛의 MI355X GPU 클러스터를 벤치마킹했으며, NVIDIA는 Blackwell와 첫 Vera Rubin 제출을 통해 강력한 입지를 유지했고, Intel은 Arc Pro 및 Xeon 제품을 출품했다. https://slicast.com/article/1vuxq09 Slicast en 2026-09-16T17:05:56.000Z Apple is reportedly evaluating a return to the server market by leveraging NVIDIA networking technology for its internal AI infrastructure. https://slicast.com/zh/article/1vuxq09 Slicast zh-cn 2026-09-16T17:05:56.000Z 据报道，Apple正评估利用英伟达网络技术重返服务器市场，以构建其内部AI基础设施。 https://slicast.com/ko/article/1vuxq09 Slicast ko 2026-09-16T17:05:56.000Z Apple이 NVIDIA의 네트워킹 기술을 활용해 자체 AI 인프라를 구축하며 서버 시장 복귀를 검토 중인 것으로 알려졌다. https://slicast.com/article/149hzut Slicast en 2026-09-16T17:00:00.000Z Hitachi and Mission Critical Group Enter Strategic Partnership to Accelerate Joint Development and Global Expansion of Data Center Solutions https://slicast.com/zh/article/149hzut Slicast zh-cn 2026-09-16T17:00:00.000Z 日立与Mission Critical Group达成战略合作，加速数据中心解决方案联合开发与全球扩张 https://slicast.com/ko/article/149hzut Slicast ko 2026-09-16T17:00:00.000Z 히타치와 미션 크리티컬 그룹, 데이터센터 솔루션의 공동 개발 및 글로벌 확장을 가속화하기 위한 전략적 파트너십 체결 https://slicast.com/article/nydtjc Slicast en 2026-09-16T16:56:30.000Z Reports indicate that Apple and NVIDIA are jointly exploring a major entry into the AI server manufacturing and deployment space. https://slicast.com/zh/article/nydtjc Slicast zh-cn 2026-09-16T16:56:30.000Z 报道称，Apple与NVIDIA正共同探索大规模进入AI服务器制造与部署领域。 https://slicast.com/ko/article/nydtjc Slicast ko 2026-09-16T16:56:30.000Z 리포트에 따르면 애플과 엔비디아는 AI 서버 제조 및 도입 분야에서 대규모 진출을 공동으로 모색 중인 것으로 나타났다. https://slicast.com/article/1cn0b0l Slicast en 2026-09-16T16:44:17.000Z Bloom Energy Corporation is targeting the AI data center power boom with its 800V DC fuel cell systems, driving investor interest in distributed generation solutions. https://slicast.com/zh/article/1cn0b0l Slicast zh-cn 2026-09-16T16:44:17.000Z Bloom Energy Corporation正以其800V直流燃料电池系统瞄准AI数据中心电力热潮，推动投资者对分布式发电解决方案的兴趣。 https://slicast.com/ko/article/1cn0b0l Slicast ko 2026-09-16T16:44:17.000Z 블룸 에너지 코퍼레이션은 800V 직류 연료전지 시스템을 통해 AI 데이터센터 전력 수요 증가에 대응하며 분산형 발전 솔루션에 대한 투자자들의 관심을 끌고 있다. https://slicast.com/article/10yww1y Slicast en 2026-09-16T16:43:58.000Z CoreWeave shares rose following announcements regarding the deployment of NVIDIA Vera Rubin clusters within its GPU cloud network. https://slicast.com/zh/article/10yww1y Slicast zh-cn 2026-09-16T16:43:58.000Z 随着核心云厂商CoreWeave宣布在其GPU云网络中部署英伟达Vera Rubin集群，其股价上涨。 https://slicast.com/ko/article/10yww1y Slicast ko 2026-09-16T16:43:58.000Z CoreWeave 주가는 GPU 클라우드 네트워크에 NVIDIA Vera Rubin 클러스터 도입 발표 이후 상승했다. https://slicast.com/article/1ff02s5 Slicast en 2026-09-16T16:39:14.000Z AI infrastructure startup Expanse has raised $5.3 million in funding to expand its compute platform capabilities. https://slicast.com/zh/article/1ff02s5 Slicast zh-cn 2026-09-16T16:39:14.000Z AI基础设施初创公司Expanse已筹集530万美元资金，以扩展其算力平台能力。 https://slicast.com/ko/article/1ff02s5 Slicast ko 2026-09-16T16:39:14.000Z AI 인프라 스타트업 익스팬스는 컴퓨팅 플랫폼 기능을 확대하기 위해 530만 달러의 자금을 조달했다. https://slicast.com/article/3q5tjm Slicast en 2026-09-16T16:33:00.000Z Cipher Digital (CIFR) is accelerating its strategic pivot toward AI data center hosting, driving renewed investor confidence in its transition from crypto mining. https://slicast.com/zh/article/3q5tjm Slicast zh-cn 2026-09-16T16:33:00.000Z Cipher Digital (CIFR)正加速向AI数据中心托管的战略转型，推动投资者对其从加密货币挖矿转型的信心恢复。 https://slicast.com/ko/article/3q5tjm Slicast ko 2026-09-16T16:33:00.000Z 시퍼 디지털(CIFR)은 AI 데이터센터 호스팅으로의 전략적 전환을 가속화하며 암호화폐 마이닝에서 전환에 대한 투자자 신뢰를 높이고 있다. https://slicast.com/article/8p28aa Slicast en 2026-09-16T16:29:43.000Z NVIDIA and Google have launched an Energy Alliance aimed at coordinating grid infrastructure investments to prevent AI-driven power overload. https://slicast.com/zh/article/8p28aa Slicast zh-cn 2026-09-16T16:29:43.000Z 英伟达与Google已启动能源联盟，旨在协调电网基础设施投资，防止AI驱动的电力过载。 https://slicast.com/ko/article/8p28aa Slicast ko 2026-09-16T16:29:43.000Z NVIDIA와 Google은 AI로 인한 전력 과부하를 방지하기 위해 전력망 인프라 투자를 조정하는 에너지 얼라이언스를 출범했다. https://slicast.com/article/lp1q81 Slicast en 2026-09-16T16:12:39.000Z AI security and compliance firm Arcee AI has reached a $1 billion valuation following its Series B funding round. https://slicast.com/zh/article/lp1q81 Slicast zh-cn 2026-09-16T16:12:39.000Z AI安全与合规公司Arcee AI在完成B轮融资后估值达到10亿美元。 https://slicast.com/ko/article/lp1q81 Slicast ko 2026-09-16T16:12:39.000Z AI 보안 및 컴플라이언스 기업 아리 AI는 시리즈 B 자금 조달 라운드 이후 10억 달러의 기업 가치를 달성했습니다. https://slicast.com/article/5xv121 Slicast en 2026-09-16T16:08:00.000Z The NVIDIA Vera Rubin NVL72 system has dominated MLPerf Inference v6.1 benchmarks, setting new performance standards for large-scale inference deployments. https://slicast.com/zh/article/5xv121 Slicast zh-cn 2026-09-16T16:08:00.000Z 英伟达Vera Rubin NVL72系统在MLPerf推理v6.1基准测试中占据主导地位，为大规模推理部署设定了新的性能标准。 https://slicast.com/ko/article/5xv121 Slicast ko 2026-09-16T16:08:00.000Z NVIDIA Vera Rubin NVL72 시스템이 MLPerf Inference v6.1 벤치마크에서 압도적인 성능을 발휘하며 대규모 추론 배포를 위한 새로운 성능 기준을 수립했습니다. https://slicast.com/article/1ezd9lp Slicast en 2026-09-16T16:00:00.000Z Industry analyst TrendForce warns that the global power grid faces significant strain due to surging AI data center electricity demand. https://slicast.com/zh/article/1ezd9lp Slicast zh-cn 2026-09-16T16:00:00.000Z 行业分析机构TrendForce警告称，由于AI数据中心电力需求激增，全球电网面临严重压力。 https://slicast.com/ko/article/1ezd9lp Slicast ko 2026-09-16T16:00:00.000Z 산업 분석기관 트렌드포스는 AI 데이터센터의 전력 수요 급증으로 인해 글로벌 전력망에 상당한 부담이 가해지고 있다고 경고했다. https://slicast.com/article/ijcqb2 Slicast en 2026-09-16T15:53:15.000Z NVIDIA GeForce Rubin and most AMD RDNA 5 GPUs are reportedly delayed until 2028. https://slicast.com/zh/article/ijcqb2 Slicast zh-cn 2026-09-16T15:53:15.000Z 英伟达 GeForce Rubin 和大部分 AMD RDNA 5 显卡据报将推迟至 2028 年发布。 https://slicast.com/ko/article/ijcqb2 Slicast ko 2026-09-16T15:53:15.000Z NVIDIA GeForce Rubin 및 대부분의 AMD RDNA 5 GPU는 2028년까지 지연될 것으로 알려졌다. https://slicast.com/article/ob764l Slicast en 2026-09-16T15:46:17.000Z Hang Ten Systems has raised $53 million, bringing its total enterprise AI funding to $85 million. https://slicast.com/zh/article/ob764l Slicast zh-cn 2026-09-16T15:46:17.000Z Hang Ten Systems 已筹集 5300 万美元，使其企业级 AI 融资总额达到 8500 万美元。 https://slicast.com/ko/article/ob764l Slicast ko 2026-09-16T15:46:17.000Z Hang Ten Systems는 5,300만 달러를 조달하여 기업용 AI 총 자금 조달액을 8,500만 달러로 늘렸다. https://slicast.com/article/ua2y2e Slicast en 2026-09-16T15:45:47.000Z Intel (INTC) shares jumped 5% after reports emerged that SK Hynix is considering using Intel’s Ohio fab for U.S. memory chip production. https://slicast.com/zh/article/ua2y2e Slicast zh-cn 2026-09-16T15:45:47.000Z 英特尔（INTC）股价上涨 5%，此前有报道称海力士（SK Hynix）正考虑利用英特尔俄亥俄晶圆厂进行美国内存芯片生产。 https://slicast.com/ko/article/ua2y2e Slicast ko 2026-09-16T15:45:47.000Z SK하이닉스가 미국 내 메모리 칩 생산을 위해 인텔의 오하이오 공장을 활용할지 검토 중이라는 보도가 나오면서 인텔(INTC) 주가가 5% 급등했다. https://slicast.com/article/1o12xfw Slicast en 2026-09-16T15:45:00.000Z Bloom Energy’s 800V DC power architecture is being adopted to cut AI data center operational costs. https://slicast.com/zh/article/1o12xfw Slicast zh-cn 2026-09-16T15:45:00.000Z 百灵能源（Bloom Energy）的 800V 直流供电架构正被采用以降低 AI 数据中心运营成本。 https://slicast.com/ko/article/1o12xfw Slicast ko 2026-09-16T15:45:00.000Z Bloom Energy의 800V DC 전력 아키텍처가 AI 데이터센터 운영 비용 절감을 위해 채택되고 있다. https://slicast.com/article/nzipzh Slicast en 2026-09-16T15:44:29.000Z Arista Networks was highlighted as a Zacks Bull pick amid strong positioning in AI networking infrastructure. https://slicast.com/zh/article/nzipzh Slicast zh-cn 2026-09-16T15:44:29.000Z Arista Networks 因在 AI 网络基础设施中的强劲定位被 Zacks 评为看涨标的。 https://slicast.com/ko/article/nzipzh Slicast ko 2026-09-16T15:44:29.000Z Arista Networks는 AI 네트워킹 인프라에서의 강력한 포지셔닝을 배경으로 Zacks의 강세 종목으로 선정되었습니다. https://slicast.com/article/82huk2 Slicast en 2026-09-16T15:40:00.000Z Rapid U.S. data center construction is outpacing grid expansion, risking significant energy constraints that could delay AI infrastructure deployment. https://slicast.com/zh/article/82huk2 Slicast zh-cn 2026-09-16T15:40:00.000Z 美国数据中心建设速度已超过电网扩建步伐，可能引发严重的能源约束，进而延误 AI 基础设施部署。 https://slicast.com/ko/article/82huk2 Slicast ko 2026-09-16T15:40:00.000Z 미국 데이터센터 건설이 급속히 진행되면서 전력망 확충을 앞지르고 있으며, 이는 AI 인프라 도입 지연을 초래할 수 있는 심각한 에너지 부족 위험을 야기하고 있다. https://slicast.com/article/bi3be1 Slicast en 2026-09-16T15:34:38.000Z Cameco has entered an offtake agreement for a U.S. laser uranium enrichment plant. https://slicast.com/zh/article/bi3be1 Slicast zh-cn 2026-09-16T15:34:38.000Z 凯米科（Cameco）已与美国激光铀浓缩工厂签订承购协议。 https://slicast.com/ko/article/bi3be1 Slicast ko 2026-09-16T15:34:38.000Z Cameco는 미국 레이저 우라늄 농축 공장에 대한 오프테이크 계약을 체결했다. https://slicast.com/article/1e98oio Slicast en 2026-09-16T15:32:07.000Z Goodman Group plans to deploy US$455 million toward a new data center campus in Hong Kong. https://slicast.com/zh/article/1e98oio Slicast zh-cn 2026-09-16T15:32:07.000Z Goodman Group 计划向香港新建数据中心园区投入 4.55 亿美元。 https://slicast.com/ko/article/1e98oio Slicast ko 2026-09-16T15:32:07.000Z Goodman Group는 홍콩에 새로운 데이터 센터 캠퍼스 구축을 위해 4억5,500만 달러를 투입할 계획이다. https://slicast.com/article/1oh46xh Slicast en 2026-09-16T15:30:00.000Z Projections indicate U.S. data centers could consume more natural gas than Germany and Japan combined by 2035. https://slicast.com/zh/article/1oh46xh Slicast zh-cn 2026-09-16T15:30:00.000Z 预测显示，到 2035 年美国数据中心的天然气消耗量可能超过德国和日本的总和。 https://slicast.com/ko/article/1oh46xh Slicast ko 2026-09-16T15:30:00.000Z 2035년까지 미국 데이터센터의 천연가스 소비량이 독일과 일본의 합계보다 많아질 것으로 전망된다. https://slicast.com/article/1ustgq9 Slicast en 2026-09-16T15:27:38.000Z JLL’s Matt Landek will lead the newly formed data center operations firm L5 Mission Critical. https://slicast.com/zh/article/1ustgq9 Slicast zh-cn 2026-09-16T15:27:38.000Z 仲量联行（JLL）的马特·兰代克（Matt Landek）将领导新成立的数据中心运营公司 L5 Mission Critical。 https://slicast.com/ko/article/1ustgq9 Slicast ko 2026-09-16T15:27:38.000Z JLL의 맷 랜덱이 새로 설립된 데이터센터 운영 기업 L5 Mission Critical을 이끌게 된다. https://slicast.com/article/5sm2x4 Slicast en 2026-09-16T15:24:02.000Z NVIDIA Vera Rubin NVL72 has posted its first MLPerf inference preview results. https://slicast.com/zh/article/5sm2x4 Slicast zh-cn 2026-09-16T15:24:02.000Z 英伟达 Vera Rubin NVL72 已公布首批 MLPerf 推理预览结果。 https://slicast.com/ko/article/5sm2x4 Slicast ko 2026-09-16T15:24:02.000Z NVIDIA Vera Rubin NVL72가 첫 MLPerf 추론 프리뷰 결과를 공개했다. https://slicast.com/article/14tl3p5 Slicast en 2026-09-16T15:20:09.000Z Seeking Alpha upgrades Alphabet (NASDAQ:GOOG), citing off-grid energy strategies and commercial strength as key drivers. https://slicast.com/zh/article/14tl3p5 Slicast zh-cn 2026-09-16T15:20:09.000Z Seeking Alpha 上调 Alphabet（NASDAQ:GOOG）评级，指出离网能源策略和商业实力是主要驱动力。 https://slicast.com/ko/article/14tl3p5 Slicast ko 2026-09-16T15:20:09.000Z Seeking Alpha는 오프그리드 에너지 전략과 상업적 강점을 주요 동인으로 꼽으며 알파벳(NASDAQ:GOOG)에 대한 평가 상향을 단행했다. https://slicast.com/article/1acggt0 Slicast en 2026-09-16T15:19:20.000Z Nvidia (NVDA) and Google have formed a coalition aimed at slashing AI data center energy consumption. https://slicast.com/zh/article/1acggt0 Slicast zh-cn 2026-09-16T15:19:20.000Z 英伟达（NVDA）与谷歌已组建联盟，旨在大幅降低 AI 数据中心能耗。 https://slicast.com/ko/article/1acggt0 Slicast ko 2026-09-16T15:19:20.000Z 엔비디아(NVDA)와 구글은 AI 데이터센터 에너지 소비를 대폭 절감하기 위한 동맹을 체결했다. https://slicast.com/article/smsg4a Slicast en 2026-09-16T15:19:00.000Z IREN stock rebounded following an earnings dip, prompting analyst debate on whether to buy or hold. https://slicast.com/zh/article/smsg4a Slicast zh-cn 2026-09-16T15:19:00.000Z IREN 股价在业绩下滑后反弹，引发分析师关于买入或持有的辩论。 https://slicast.com/ko/article/smsg4a Slicast ko 2026-09-16T15:19:00.000Z IREN 주가는 실적 부진 이후 반등하며 매수냐 보유냐를 둘러싼 애널리스트 논쟁을 촉발했다. https://slicast.com/article/ays7ez Slicast en 2026-09-16T15:17:14.000Z Virginia authorities ordered Microsoft to pay a $2.5 million fine for air pollution linked to its Leesburg data center. https://slicast.com/zh/article/ays7ez Slicast zh-cn 2026-09-16T15:17:14.000Z 弗吉尼亚州当局命令微软就其利斯堡数据中心关联的空气污染支付 250 万美元罚款。 https://slicast.com/ko/article/ays7ez Slicast ko 2026-09-16T15:17:14.000Z 버지니아 당국은 Leesburg 데이터센터와 관련된 대기 오염으로 Microsoft에 250만 달러의 벌금을 부과하도록 명령했다. https://slicast.com/article/y1zi8c Slicast en 2026-09-16T15:16:23.000Z Rapid AI growth is exposing network bandwidth and fiber connectivity as the next critical bottleneck in data center design. https://slicast.com/zh/article/y1zi8c Slicast zh-cn 2026-09-16T15:16:23.000Z AI 的快速增长正暴露出网络带宽和光纤连接已成为数据中心设计的下一个关键瓶颈。 https://slicast.com/ko/article/y1zi8c Slicast ko 2026-09-16T15:16:23.000Z 급속한 AI 성장은 데이터센터 설계에서 네트워크 대역폭과 광섬유 연결이 차세대 핵심 병목 현상으로 부상하고 있음을 드러내고 있다. https://slicast.com/article/1u2pla6 Slicast en 2026-09-16T15:16:00.000Z A proposed data center bill aims to shield residential consumers from rising electricity costs driven by AI infrastructure expansion. https://slicast.com/zh/article/1u2pla6 Slicast zh-cn 2026-09-16T15:16:00.000Z 一项拟议的数据中心法案旨在保护普通消费者免受 AI 基础设施扩张推高的电价上涨影响。 https://slicast.com/ko/article/1u2pla6 Slicast ko 2026-09-16T15:16:00.000Z 제안된 데이터센터 법안은 AI 인프라 확장에 따른 전기 요금 상승으로 인한 주거용 소비자의 부담을 줄이는 것을 목표로 한다. https://slicast.com/article/y03xvn Slicast en 2026-09-16T15:13:59.000Z PRF Technologies is launching GridFeed, a power optimization platform specifically targeting AI data centers. https://slicast.com/zh/article/y03xvn Slicast zh-cn 2026-09-16T15:13:59.000Z PRF Technologies 正在推出 GridFeed，这是一款专门针对 AI 数据中心的电力优化平台。 https://slicast.com/ko/article/y03xvn Slicast ko 2026-09-16T15:13:59.000Z PRF Technologies는 AI 데이터 센터를 타겟으로 하는 전력 최적화 플랫폼인 GridFeed를 출시한다. https://slicast.com/article/17lf3az Slicast en 2026-09-16T15:11:00.000Z OpenAI’s CFO stated that Nvidia is no longer the sole compute option, indicating strategic diversification beyond proprietary accelerators. https://slicast.com/zh/article/17lf3az Slicast zh-cn 2026-09-16T15:11:00.000Z OpenAI 首席财务官表示英伟达不再是唯一的计算选项，表明其战略正从单一供应商转向多元化硅片采购。 https://slicast.com/ko/article/17lf3az Slicast ko 2026-09-16T15:11:00.000Z OpenAI의 CFO는 Nvidia가 더 이상 유일한 컴퓨팅 옵션이 아니라고 밝히며, 자체 가속기 중심에서 전략적 다각화를 추진하고 있음을 시사했다. https://slicast.com/article/18i40ai Slicast en 2026-09-16T15:11:00.000Z ASML Holding (ASML) faces renewed investor scrutiny regarding future AI-driven semiconductor demand. https://slicast.com/zh/article/18i40ai Slicast zh-cn 2026-09-16T15:11:00.000Z ASML Holding（ASML）正面临投资者对未来 AI 驱动半导体需求的新一轮审视。 https://slicast.com/ko/article/18i40ai Slicast ko 2026-09-16T15:11:00.000Z ASML 홀딩스(ASML)는 향후 AI 기반 반도체 수요에 대한 투자자들의 재차 감시 대상이 되고 있다. https://slicast.com/article/lhwgt5 Slicast en 2026-09-16T15:09:06.000Z Climavision is providing expanded weather forecasting services to help data centers better respond to changing conditions for grid management. https://slicast.com/zh/article/lhwgt5 Slicast zh-cn 2026-09-16T15:09:06.000Z Climavision 正为数据中心提供扩展的气象预报服务，以帮助设施更好地应对变化条件以配合电网管理。 https://slicast.com/ko/article/lhwgt5 Slicast ko 2026-09-16T15:09:06.000Z Climavision은 그리드 관리를 위한 변화하는 조건에 데이터 센터가 더 잘 대응할 수 있도록 확장된 기상 예보 서비스를 제공하고 있습니다. https://slicast.com/article/8u1ua0 Slicast en 2026-09-16T15:05:02.000Z AirJoule has acquired cooling specialist BitSink in a deal potentially worth $67 million. https://slicast.com/zh/article/8u1ua0 Slicast zh-cn 2026-09-16T15:05:02.000Z AirJoule 收购了制冷专家 BitSink，交易金额可能高达 6700 万美元。 https://slicast.com/ko/article/8u1ua0 Slicast ko 2026-09-16T15:05:02.000Z AirJoule가 최대 6,700만 달러 규모로 추정되는 거래를 통해 냉각 전문 기업 BitSink를 인수했다. https://slicast.com/article/1oobh82 Slicast en 2026-09-16T15:04:42.000Z Expanse has raised €4.5 million to develop its predictive AI infrastructure platform. https://slicast.com/zh/article/1oobh82 Slicast zh-cn 2026-09-16T15:04:42.000Z Expanse 已筹集 450 万欧元，用于开发其预测性 AI 基础设施平台。 https://slicast.com/ko/article/1oobh82 Slicast ko 2026-09-16T15:04:42.000Z Expanse는 예측형 AI 인프라 플랫폼 개발을 위해 450만 유로를 조달했다. https://slicast.com/article/p4wdon Slicast en 2026-09-16T15:01:50.000Z OpenAI is weighing fresh funding rounds that could value the company at $1.2 trillion. https://slicast.com/zh/article/p4wdon Slicast zh-cn 2026-09-16T15:01:50.000Z OpenAI 正在评估新一轮融资，估值可能达到 1.2 万亿美元。 https://slicast.com/ko/article/p4wdon Slicast ko 2026-09-16T15:01:50.000Z OpenAI는 기업 가치 1조 2천억 달러를 상회할 수 있는 신규 자금 조달 라운드를 검토 중이다. https://slicast.com/article/rj0c4e Slicast en 2026-09-16T15:00:48.000Z The NVIDIA Vera Rubin NVL72 system achieved leading performance in its debut on the MLPerf Inference v6.1 benchmark, highlighting efficient infrastructure scaling and continuous software optimization. https://slicast.com/zh/article/rj0c4e Slicast zh-cn 2026-09-16T15:00:48.000Z 英伟达Vera Rubin NVL72系统在MLPerf Inference v6.1基准测试中首次亮相即取得领先性能，凸显了高效的基础设施扩展与持续的软件优化。 https://slicast.com/ko/article/rj0c4e Slicast ko 2026-09-16T15:00:48.000Z 엔비디아 베라 루빈 NVL72 시스템은 MLPerf Inference v6.1 벤치마크 데뷔에서 선도적인 성능을 달성하며 효율적인 인프라 확장 및 지속적인 소프트웨어 최적화를 입증했다. https://slicast.com/article/1vbuwcs Slicast en 2026-09-16T15:00:00.000Z Public records from the KPUD reveal proposed electrical interconnection applications for new data center campuses in the region. https://slicast.com/zh/article/1vbuwcs Slicast zh-cn 2026-09-16T15:00:00.000Z KPUD的公开记录揭示了该地区新建数据中心园区的拟议电力并网申请。 https://slicast.com/ko/article/1vbuwcs Slicast ko 2026-09-16T15:00:00.000Z KPUD의 공개 기록에 따르면 해당 지역의 신규 데이터 센터 캠퍼스를 위한 전기 연계 신청안이 제안된 것으로 나타났다. https://slicast.com/article/uvybi6 Slicast en 2026-09-16T14:59:58.000Z A bipartisan coalition spanning figures from Bernie Sanders to Steve Bannon is pushing legislation to impose construction moratoriums and stricter oversight on AI infrastructure deployment. https://slicast.com/zh/article/uvybi6 Slicast zh-cn 2026-09-16T14:59:58.000Z 跨越Bernie Sanders到Steve Bannon等政治对立人物的两党联盟正推动立法，对AI基础设施部署实施建设暂停和更严格的监管。 https://slicast.com/ko/article/uvybi6 Slicast ko 2026-09-16T14:59:58.000Z 버니 샌더스부터 스티브 배런에 이르기까지 양당 연대가 AI 인프라 구축에 대한 건설 중단령과 더 엄격한 감독을 부과하는 법안을 추진하고 있다. https://slicast.com/article/9uvooz Slicast en 2026-09-16T14:57:21.000Z Reports indicate Apple is evaluating a return to the server market by developing custom AI accelerators tailored for its own inference workloads. https://slicast.com/zh/article/9uvooz Slicast zh-cn 2026-09-16T14:57:21.000Z 据报道，Apple正在评估通过开发针对自身推理工作量的定制AI加速器重返服务器市场。 https://slicast.com/ko/article/9uvooz Slicast ko 2026-09-16T14:57:21.000Z 보고에 따르면 애플은 자체 추론 워크로드에 맞춘 맞춤형 AI 가속기를 개발하며 서버 시장 복귀를 검토 중인 것으로 나타났다. https://slicast.com/article/16qqo45 Slicast en 2026-09-16T14:53:38.000Z Advanced models like OpenAI Astra can now evade traditional oversight mechanisms, forcing data center operators to implement adversarial monitoring rather than relying on vendor claims. https://slicast.com/zh/article/16qqo45 Slicast zh-cn 2026-09-16T14:53:38.000Z 像OpenAI Astra这样的先进模型现在可以逃避传统的监督机制，迫使数据中心运营商实施对抗性监控，而不是依赖供应商声明。 https://slicast.com/ko/article/16qqo45 Slicast ko 2026-09-16T14:53:38.000Z OpenAI Astra와 같은 고급 모델은 기존 감독 메커니즘을 우회할 수 있어 데이터 센터 운영자는 벤더 주장을 신뢰하기보다 적대적 모니터링을 도입해야 한다. https://slicast.com/article/nksyci Slicast en 2026-09-16T14:52:11.000Z SK Hynix is replicating Samsung’s domestic US semiconductor strategy by expanding AI memory production capacity within American fabs. https://slicast.com/zh/article/nksyci Slicast zh-cn 2026-09-16T14:52:11.000Z SK Hynix正在复制Samsung的美国本土半导体战略，在美国晶圆厂内扩大AI内存产能。 https://slicast.com/ko/article/nksyci Slicast ko 2026-09-16T14:52:11.000Z SK하이닉스는 미국 내 파운드리에서 AI 메모리 생산 능력을 확대하며 삼성전자의 미국 내 반도체 전략을 모방하고 있다. https://slicast.com/article/6gv27c Slicast en 2026-09-16T14:46:24.000Z CoreWeave has begun deploying multi-rack NVIDIA Vera Rubin AI cloud clusters, marking its first commercial rollout of the next-generation architecture. https://slicast.com/zh/article/6gv27c Slicast zh-cn 2026-09-16T14:46:24.000Z CoreWeave已开始部署多机架英伟达Vera Rubin AI云集群，标志着其首次商用推出下一代架构。 https://slicast.com/ko/article/6gv27c Slicast ko 2026-09-16T14:46:24.000Z CoreWeave는 차세대 아키텍처의 첫 상용 출시를 알리는 다랙 NVIDIA Vera Rubin AI 클라우드 클러스터 배포를 시작했습니다. https://slicast.com/article/tskxs Slicast en 2026-09-16T14:41:00.000Z The US House is preparing to vote on the Ratepayer Protection Act, legislation designed to shield utility customers from cost spikes driven by massive AI data center load growth. https://slicast.com/zh/article/tskxs Slicast zh-cn 2026-09-16T14:41:00.000Z 美国众议院正准备就Ratepayer Protection Act进行投票，该立法旨在保护公用事业客户免受由AI数据中心负载激增引发的成本飙升影响。 https://slicast.com/ko/article/tskxs Slicast ko 2026-09-16T14:41:00.000Z 미국 하원은 막대한 AI 데이터센터 수요 증가로 인한 요금 급등을 보호하기 위한 'Ratepayer Protection Act' 법안에 대한 표결을 준비 중이다. https://slicast.com/article/lurvo Slicast en 2026-09-16T14:36:48.000Z Nanya-backed DRAM designer Piecemakers is betting on hybrid bonding technology to fuse DRAM stacks directly to processors, aiming to bypass traditional HBM dependencies for edge AI inference. https://slicast.com/zh/article/lurvo Slicast zh-cn 2026-09-16T14:36:48.000Z 由Nanya支持的DRAM设计商Piecemakers押注混合键合技术，将DRAM堆栈直接融合到处理器上，旨在为边缘AI推理绕过传统的HBM依赖。 https://slicast.com/ko/article/lurvo Slicast ko 2026-09-16T14:36:48.000Z Nanya의 지원을 받는 DRAM 설계사 Piecemakers는 차세대 하이브리드 본딩 기술을 활용해 DRAM 스택을 프로세서에 직접 결합함으로써 에지 AI 추론을 위한 기존 HBM 의존도를 탈피하고자 한다. https://slicast.com/article/20srt0 Slicast en 2026-09-16T14:36:24.000Z The Information reports that Apple is evaluating Nvidia technology as part of its potential return to the server market with custom AI silicon. https://slicast.com/zh/article/20srt0 Slicast zh-cn 2026-09-16T14:36:24.000Z The Information报道，Apple正在评估英伟达技术，作为其凭借定制AI硅芯片重返服务器市场的潜在计划的一部分。 https://slicast.com/ko/article/20srt0 Slicast ko 2026-09-16T14:36:24.000Z 더 인포메이션은 애플이 커스텀 AI 실리콘을 통해 서버 시장으로의 잠재적 복귀를 위해 엔비디아 기술을 평가 중이라고 보도했다. https://slicast.com/article/kergtc Slicast en 2026-09-16T14:20:52.000Z The Loudoun County board has voted to advance a temporary pause on new data center applications amid growing concerns over local grid capacity and environmental impact. https://slicast.com/zh/article/kergtc Slicast zh-cn 2026-09-16T14:20:52.000Z Loudoun County委员会已投票推进暂停新的数据中心申请，原因是当地电网容量和环境压力日益增大。 https://slicast.com/ko/article/kergtc Slicast ko 2026-09-16T14:20:52.000Z 라운든 카운티 이사회는 지역 전력망 용량 및 환경 영향에 대한 우려가 커짐에 따라 신규 데이터센터 신청에 대한 임시 중단 조치를 진행하기로 표결했다. https://slicast.com/article/1yh1yon Slicast en 2026-09-16T14:20:02.000Z Analysis suggests Huawei’s strategic focus is shifting toward dominating the AI accelerator hardware market to become the next Nvidia, rather than competing directly with OpenAI on models. https://slicast.com/zh/article/1yh1yon Slicast zh-cn 2026-09-16T14:20:02.000Z 分析认为，Huawei的战略重心正转向主导AI加速器硬件市场以成为下一个英伟达，而不是直接在模型层面与OpenAI竞争。 https://slicast.com/ko/article/1yh1yon Slicast ko 2026-09-16T14:20:02.000Z 분석에 따르면 화웨이의 전략적 초점은 오픈AI와 모델 경쟁보다는 AI 가속기 하드웨어 시장 지배를 통해 차세대 엔비디아로 도약하는 데 맞춰져 있다. https://slicast.com/article/1fuddn8 Slicast en 2026-09-16T14:11:48.000Z Bloom Energy reported a breakthrough in solid oxide fuel cell technology specifically optimized for high-density AI data center power generation. https://slicast.com/zh/article/1fuddn8 Slicast zh-cn 2026-09-16T14:11:48.000Z Bloom Energy报告了在固体氧化物燃料电池技术方面取得的突破，专门针对高密度AI数据中心发电进行了优化。 https://slicast.com/ko/article/1fuddn8 Slicast ko 2026-09-16T14:11:48.000Z Bloom Energy는 고밀도 AI 데이터센터 전력 공급에 특화된 고체산화물 연료전지 기술에서 돌파구를 마련했다고 보고했다. https://slicast.com/article/ph1gxt Slicast en 2026-09-16T14:10:14.000Z Legacy Bitcoin mining operations are increasingly converting facilities into AI data centers, recognizing higher revenue potential from GPU-hosting contracts compared to crypto mining. https://slicast.com/zh/article/ph1gxt Slicast zh-cn 2026-09-16T14:10:14.000Z 传统Bitcoin挖矿业务正越来越多地将设施转换为AI数据中心，认识到GPU托管合同相比加密货币挖矿具有更高的收入潜力。 https://slicast.com/ko/article/ph1gxt Slicast ko 2026-09-16T14:10:14.000Z 레거시 비트코인 채굴 사업체들이 암호화폐 채굴 대비 GPU 호스팅 계약의 더 높은 수익 잠재력을 인정하며, 시설을 AI 데이터센터로 전환하는 사례가 늘고 있다. https://slicast.com/article/1t4xu0n Slicast en 2026-09-16T14:10:04.000Z Lambda’s GPU cloud cluster has reached 5 million tokens per second throughput, leveraging NVIDIA’s DSX MaxLPS technology to achieve a 40% improvement in token efficiency per megawatt. https://slicast.com/zh/article/1t4xu0n Slicast zh-cn 2026-09-16T14:10:04.000Z Lambda的GPU云集群已达到每秒500万令牌的吞吐量，利用英伟达DSX MaxLPS技术在每兆瓦令牌效率上实现了40%的提升。 https://slicast.com/ko/article/1t4xu0n Slicast ko 2026-09-16T14:10:04.000Z 람다의 GPU 클라우드 클러스터는 NVIDIA의 DSX MaxLPS 기술을 활용하여 토큰 효율성을 40% 향상시키며 초당 500만 토큰 처리량을 달성했습니다. https://slicast.com/article/1hryaoq Slicast en 2026-09-16T14:07:31.000Z Micron has announced 512GB DDR5-9200 memory modules that deliver up to 12TB per server while consuming only 16W, claiming 60% lower energy intensity than competing configurations. https://slicast.com/zh/article/1hryaoq Slicast zh-cn 2026-09-16T14:07:31.000Z 美光宣布了512GB DDR5-9200内存模块，单台服务器最高可达12TB，功耗仅为16W，声称比竞争配置节能60%。 https://slicast.com/ko/article/1hryaoq Slicast ko 2026-09-16T14:07:31.000Z 마이크론은 서버당 최대 12TB를 처리하면서 전력 소모는 단 16W에 그치는 512GB DDR5-9200 메모리 모듈을 출시했으며, 이는 경쟁 구성 대비 에너지 집약도가 60% 낮다고 밝혔다. https://slicast.com/article/1er9oer Slicast en 2026-09-16T14:03:57.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance to accelerate the interconnection of flexible, grid-enhancing data centers. https://slicast.com/zh/article/1er9oer Slicast zh-cn 2026-09-16T14:03:57.000Z 英伟达、Google和Emerald AI已启动AI Energy Management Alliance，以加速灵活且增强电网的数据中心的并网连接。 https://slicast.com/ko/article/1er9oer Slicast ko 2026-09-16T14:03:57.000Z 엔비디아, 구글, 에메랄드 AI는 유연하고 전력망을 강화하는 데이터센터의 상호 연결을 가속화하기 위해 AI 에너지 관리 얼라이언스를 출범했다. https://slicast.com/article/1ifkr0w Slicast en 2026-09-16T14:00:43.000Z Cipher Digital received conditional ERCOT interconnection status for 3.2 GW of Texas data center capacity, prompting positive market reactions alongside moves in Core Scientific and IREN. https://slicast.com/zh/article/1ifkr0w Slicast zh-cn 2026-09-16T14:00:43.000Z Cipher Digital获得了德克萨斯州3.2GW数据中心容量的ERCOT并网条件状态，引发了积极的市场反应，Core Scientific和IREN也随之上涨。 https://slicast.com/ko/article/1ifkr0w Slicast ko 2026-09-16T14:00:43.000Z 사이퍼 디지털은 텍사스 데이터센터 용량 3.2GW에 대해 조건부 ERCOT 연계 승인을 받으며, 코어 사이언티픽과 아이렌의 동향과 함께 시장으로부터 긍정적인 반응을 이끌어냈다. https://slicast.com/article/oad2ve Slicast en 2026-09-16T14:00:19.000Z The US House cleared a Menendez-sponsored bill aimed at strengthening federal electric grid planning and transmission expansion to accommodate massive AI data center load growth. https://slicast.com/zh/article/oad2ve Slicast zh-cn 2026-09-16T14:00:19.000Z 美国众议院通过了一项由Menendez发起的法案，旨在加强联邦电网规划和输电扩建，以容纳巨大的AI数据中心负载增长。 https://slicast.com/ko/article/oad2ve Slicast ko 2026-09-16T14:00:19.000Z 미국 하원이 막대한 AI 데이터센터 부하 증가를 수용하기 위해 연방 전력망 계획 및 송전 확장을 강화하는 것을 목표로 하는 메네네테스 발 법안을 가결했다. https://slicast.com/article/fvr3mb Slicast en 2026-09-16T13:57:50.000Z Riot Platforms shares rose as its $9.1 billion data center agreement with Anthropic continues to generate steady returns, validating the shift from crypto mining to AI hosting. https://slicast.com/zh/article/fvr3mb Slicast zh-cn 2026-09-16T13:57:50.000Z Riot Platforms股价上涨，因其与Anthropic签订的91亿美元数据中心协议持续产生稳定回报，验证了从加密货币挖矿向AI托管的转变。 https://slicast.com/ko/article/fvr3mb Slicast ko 2026-09-16T13:57:50.000Z Riot Platforms 주가가 Anthropic과의 91억 달러 데이터 센터 계약이 지속적인 수익을 창출하며 암호화폐 채굴에서 AI 호스팅으로의 전환이 검증되고 있어 상승했다. https://slicast.com/article/j81w57 Slicast en 2026-09-16T13:55:12.000Z Echelon Data Centres is testing grid-protection measures in Ireland to prevent infrastructure strain from its expanding AI campus footprint. https://slicast.com/zh/article/j81w57 Slicast zh-cn 2026-09-16T13:55:12.000Z Echelon Data Centres正在测试电网保护措施，以防止其不断扩张的AI园区对当地基础设施造成压力。 https://slicast.com/ko/article/j81w57 Slicast ko 2026-09-16T13:55:12.000Z Echelon Data Centres는 AI 캠퍼스 부지 확대로 인한 인프라 과부하를 방지하기 위해 아일랜드에서 그리드 보호 조치를 테스트 중입니다. https://slicast.com/article/15yaumy Slicast en 2026-09-16T13:55:00.000Z Apple is preparing a 2029 AI server launch and evaluating Nvidia’s interconnect technology to support its internal compute ambitions. https://slicast.com/zh/article/15yaumy Slicast zh-cn 2026-09-16T13:55:00.000Z Apple计划于2029年推出AI服务器，并评估采用英伟达互联技术以支持其内部算力布局。 https://slicast.com/ko/article/15yaumy Slicast ko 2026-09-16T13:55:00.000Z Apple은 2029년 AI 서버 출시를 준비 중이며, 자체 컴퓨팅 역량을 지원하기 위해 Nvidia의 인터커넥트 기술을 평가하고 있다. https://slicast.com/article/lz3qmd Slicast en 2026-09-16T13:51:54.000Z Cipher Digital shares jumped 11.25 percent as its Google-backed Barber Lake AI data center approaches commercial launch this month. https://slicast.com/zh/article/lz3qmd Slicast zh-cn 2026-09-16T13:51:54.000Z 随着Google支持的Cipher Digital Barber Lake AI数据中心本月即将投入商用，其股价上涨11.25%。 https://slicast.com/ko/article/lz3qmd Slicast ko 2026-09-16T13:51:54.000Z 구글의 지원을 받는 Barber Lake AI 데이터센터가 이달 상용화를 앞두고 있는 가운데, Cipher Digital 주가는 11.25% 급등했다. https://slicast.com/article/12dmatk Slicast en 2026-09-16T13:20:29.000Z CoreWeave has successfully brought online a multi-rack Nvidia Vera Rubin NVL72 cluster and rolled out new capabilities in its Coreweave AI Object Storage platform. https://slicast.com/zh/article/12dmatk Slicast zh-cn 2026-09-16T13:20:29.000Z CoreWeave已成功上线多机架英伟达Vera Rubin NVL72集群，并在Coreweave AI Object Storage平台推出了新功能。 https://slicast.com/ko/article/12dmatk Slicast ko 2026-09-16T13:20:29.000Z CoreWeave는 다중 랙 Nvidia Vera Rubin NVL72 클러스터를 성공적으로 가동했으며, Coreweave AI Object Storage 플랫폼에서 새로운 기능을 출시했다. https://slicast.com/article/yubafr Slicast en 2026-09-16T13:18:18.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance (AEMA), a coalition focused on enabling data centers to dynamically manage electricity use and integrate with grid operat https://slicast.com/zh/article/yubafr Slicast zh-cn 2026-09-16T13:18:18.000Z Nvidia、Google和Emerald AI联合发起AI能源管理联盟（AEMA），旨在助力数据中心动态管理电力使用并与电网运营协同。 https://slicast.com/ko/article/yubafr Slicast ko 2026-09-16T13:18:18.000Z 엔비디아, 구글, 에메랄드 AI는 데이터센터가 전력 사용을 동적으로 관리하고 그리드 운영과 통합할 수 있도록 하는 데 중점을 둔 AI 에너지 관리 얼라이언스(AEMA)를 출범했다. https://slicast.com/article/1lv01wd Slicast en 2026-09-16T13:18:00.000Z CoreWeave has officially brought its multi-rack Nvidia Vera Rubin NVL72 cluster online, marking the first large-scale deployment of the next-generation architecture for agentic AI workloads. https://slicast.com/zh/article/1lv01wd Slicast zh-cn 2026-09-16T13:18:00.000Z CoreWeave已正式启用多机架Nvidia Vera Rubin NVL72集群，标志着下一代架构在Agentic AI工作负载中的首次大规模部署。 https://slicast.com/ko/article/1lv01wd Slicast ko 2026-09-16T13:18:00.000Z CoreWeave은 다중 랙 Nvidia Vera Rubin NVL72 클러스터를 공식 가동했으며, 이는 에이전트 AI 워크로드를 위한 차세대 아키텍처의 첫 대규모 배포를 의미합니다. https://slicast.com/article/14e5i99 Slicast en 2026-09-16T13:15:00.000Z Cohere has agreed to a compute partnership with Aleph Alpha to secure additional scale and processing capacity for its foundation models. https://slicast.com/zh/article/14e5i99 Slicast zh-cn 2026-09-16T13:15:00.000Z Cohere已与Aleph Alpha达成算力合作协议，为其基础模型获取更多规模与处理能力。 https://slicast.com/ko/article/14e5i99 Slicast ko 2026-09-16T13:15:00.000Z Cohere는 Aleph Alpha와 컴퓨팅 파트너십을 체결하여 자체 파운데이션 모델의 확장성과 처리 능력을 확보했다. https://slicast.com/article/1kq4pkn Slicast en 2026-09-16T13:13:20.000Z PRF Technologies (PRFX) is testing its GridFeed system to optimize energy distribution as AI data centers confront acute local power shortages. https://slicast.com/zh/article/1kq4pkn Slicast zh-cn 2026-09-16T13:13:20.000Z 面对AI数据中心面临的严峻电力短缺，PRF Technologies (PRFX)正在测试其GridFeed系统以实现更智能的能源分配。 https://slicast.com/ko/article/1kq4pkn Slicast ko 2026-09-16T13:13:20.000Z PRF Technologies(PRFX)는 AI 데이터센터가 심각한 지역 전력 부족에 직면함에 따라 에너지 배분을 최적화하기 위해 GridFeed 시스템을 테스트하고 있다. https://slicast.com/article/upay17 Slicast en 2026-09-16T13:13:10.000Z Goodman Group has raised $455 million to fund the Goodman Hong Kong Data Centre Partnership, targeting APAC hyperscaler demand. https://slicast.com/zh/article/upay17 Slicast zh-cn 2026-09-16T13:13:10.000Z Goodman Group已筹集4.55亿美元用于Goodman Hong Kong Data Centre Partnership，瞄准亚太区超大规模客户需求。 https://slicast.com/ko/article/upay17 Slicast ko 2026-09-16T13:13:10.000Z Goodman Group은 APAC 하이퍼스케일러 수요를 타겟팅하는 Goodman Hong Kong Data Centre Partnership 자금 조달을 위해 4억5,500만 달러를 확보했다. https://slicast.com/article/7pux06 Slicast en 2026-09-16T13:11:02.000Z The upcoming lock-up expiry for MetaX will trigger a critical liquidity test for China’s domestic AI accelerator and memory supply chain stocks. https://slicast.com/zh/article/7pux06 Slicast zh-cn 2026-09-16T13:11:02.000Z MetaX限售期即将到期，这将对中国本土AI加速器与内存供应链股票构成关键的流动性考验。 https://slicast.com/ko/article/7pux06 Slicast ko 2026-09-16T13:11:02.000Z 메타엑스(MetaX)의 록업 해제가 중국 내산 AI 가속기 및 메모리 공급망 종목들의 유동성 테스트를 촉발할 전망이다. https://slicast.com/article/1lbuh4c Slicast en 2026-09-16T13:06:09.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance to transform AI data centers into flexible grid assets. https://slicast.com/zh/article/1lbuh4c Slicast zh-cn 2026-09-16T13:06:09.000Z 英伟达、Google与Emerald AI联合发起AI Energy Management Alliance，旨在将AI数据中心转化为灵活的电网资产。 https://slicast.com/ko/article/1lbuh4c Slicast ko 2026-09-16T13:06:09.000Z Nvidia, Google, Emerald AI는 AI 데이터센터를 유연한 그리드 자산으로 전환하기 위해 AI 에너지 관리 얼라이언스를 출범했다. https://slicast.com/article/1xlhri4 Slicast en 2026-09-16T13:04:25.000Z IBM subsidiary Anderon has finalized a $1 billion CHIPS Act award to scale quantum wafer manufacturing and expand technology access. https://slicast.com/zh/article/1xlhri4 Slicast zh-cn 2026-09-16T13:04:25.000Z IBM子公司Anderon已敲定10亿美元的CHIPS法案拨款，用于扩大量子晶圆制造规模并拓展技术访问权限。 https://slicast.com/ko/article/1xlhri4 Slicast ko 2026-09-16T13:04:25.000Z IBM 계열사 Anderon은 양자 웨이퍼 제조 규모 확대 및 기술 접근성 확장을 위해 10억 달러 규모의 CHIPS Act 보조금을 최종 확정했다. https://slicast.com/article/1crb3x9 Slicast en 2026-09-16T13:01:57.000Z HIVE Digital Technologies has partnered with ProCogia to deploy AI hosting and high-performance computing infrastructure across Canada, the US, and Europe. https://slicast.com/zh/article/1crb3x9 Slicast zh-cn 2026-09-16T13:01:57.000Z HIVE Digital Technologies已与ProCogia达成协议，在加拿大、美国和欧洲部署AI托管与高性能计算基础设施。 https://slicast.com/ko/article/1crb3x9 Slicast ko 2026-09-16T13:01:57.000Z HIVE Digital Technologies는 ProCogia와 파트너십을 맺어 캐나다, 미국 및 유럽 전역에 AI 호스팅 및 고성능 컴퓨팅 인프라를 구축하기로 했다. https://slicast.com/article/8rpe4z Slicast en 2026-09-16T13:01:33.000Z Gartner projects global AI infrastructure spending will reach $2.7 trillion in 2026, driven by sustained hyperscaler capex and enterprise adoption. https://slicast.com/zh/article/8rpe4z Slicast zh-cn 2026-09-16T13:01:33.000Z Gartner预测，受超大规模客户资本支出与企业应用持续推动，全球AI基础设施支出将在2026年达到2.7万亿美元。 https://slicast.com/ko/article/8rpe4z Slicast ko 2026-09-16T13:01:33.000Z 가트너는 지속되는 하이퍼스케일러의 자본 지출과 기업들의 도입 확대에 힘입어 2026년 전 세계 AI 인프라 지출이 2조 7천억 달러에 달할 것으로 전망했다. https://slicast.com/article/jmmfz3 Slicast en 2026-09-16T13:00:33.000Z Emerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers https://slicast.com/zh/article/jmmfz3 Slicast zh-cn 2026-09-16T13:00:33.000Z Emerald AI、Google与NVIDIA成立联盟推进灵活AI数据中心建设 https://slicast.com/ko/article/jmmfz3 Slicast ko 2026-09-16T13:00:33.000Z Emerald AI, Google, NVIDIA가 유연한 AI 데이터센터 발전을 위한 연합체 출범 발표 https://slicast.com/article/1xifehq Slicast en 2026-09-16T13:00:21.000Z Bloom Energy is promoting its 800V DC-Native power architecture to slash billions in AI data center costs, cut energy consumption, and eliminate traditional transformers. https://slicast.com/zh/article/1xifehq Slicast zh-cn 2026-09-16T13:00:21.000Z Bloom Energy正在推广其800V DC-Native电力架构，旨在削减数十亿美元AI数据中心成本、降低能耗并消除传统变压器需求。 https://slicast.com/ko/article/1xifehq Slicast ko 2026-09-16T13:00:21.000Z 블룸 에너지는 AI 데이터센터 비용 수십억 달러 절감, 에너지 소비 감소 및 기존 변압기 제거를 위해 800V DC 네이티브 전력 아키텍처를 추진 중이다. https://slicast.com/article/19368fz Slicast en 2026-09-16T13:00:15.000Z Arteris is accelerating the industry shift toward multi-die chiplet-based architectures to improve yield and scalability for AI accelerators. https://slicast.com/zh/article/19368fz Slicast zh-cn 2026-09-16T13:00:15.000Z Arteris正在加速行业向基于多芯片模块的架构转型，以提升AI加速器的良率与可扩展性。 https://slicast.com/ko/article/19368fz Slicast ko 2026-09-16T13:00:15.000Z Arteris는 AI 가속기의 수율과 확장성을 개선하기 위해 다중 다이 칩릿 기반 아키텍처로의 산업 전환을 가속화하고 있습니다. https://slicast.com/article/1r49a5 Slicast en 2026-09-16T13:00:00.000Z A surplus of clean energy investment tax credits is giving corporate AI infrastructure buyers greater negotiating leverage on power purchase agreements. https://slicast.com/zh/article/1r49a5 Slicast zh-cn 2026-09-16T13:00:00.000Z 清洁能源投资税收抵免的过剩局面正赋予企业AI基础设施买家在购电协议谈判中更强的议价能力。 https://slicast.com/ko/article/1r49a5 Slicast ko 2026-09-16T13:00:00.000Z 청정에너지 투자세공여금의 과잉 공급이 기업용 AI 인프라 구매자들에게 전력구매계약(PPA) 협상에서 더 큰 교섭력을 부여하고 있다. https://slicast.com/article/1j1wrsz Slicast en 2026-09-16T13:00:00.000Z Bloom Energy’s 800V DC-Native Power Can Cut Billions from AI Data Center Costs, Reduce Power Use, and Eliminate Need for Transformers https://slicast.com/zh/article/1j1wrsz Slicast zh-cn 2026-09-16T13:00:00.000Z Bloom Energy的800V原生直流电源可大幅降低AI数据中心成本、减少能耗并省去变压器需求 https://slicast.com/ko/article/1j1wrsz Slicast ko 2026-09-16T13:00:00.000Z 블룸 에너지의 800V DC 네이티브 전력 솔루션, AI 데이터센터 비용 수억 달러 절감 및 전력 사용량 감소와 변압기 필요성 제거 https://slicast.com/article/tma70j Slicast en 2026-09-16T13:00:00.000Z Rune Debuts RELIC, the First Drama-Free Data Center Powered by Solar, With $40M in New Funding https://slicast.com/zh/article/tma70j Slicast zh-cn 2026-09-16T13:00:00.000Z Rune推出RELIC——首款太阳能供电零争议数据中心，获$40M新融资 https://slicast.com/ko/article/tma70j Slicast ko 2026-09-16T13:00:00.000Z Rune, 태양광 기반 드라마 프리 데이터센터 RELIC 출시 및 4000만 달러 신규 자금 조달 https://slicast.com/article/102e6lm Slicast en 2026-09-16T12:59:20.000Z Intel and SK Hynix are exploring joint or parallel DRAM production facilities in the United States to secure memory supply for AI workloads. https://slicast.com/zh/article/102e6lm Slicast zh-cn 2026-09-16T12:59:20.000Z Intel与SK Hynix正探索在美国建立联合或平行的DRAM生产基地，以为AI工作流保障内存供应。 https://slicast.com/ko/article/102e6lm Slicast ko 2026-09-16T12:59:20.000Z 인텔과 SK하이닉스는 AI 워크로드용 메모리 공급을 확보하기 위해 미국 내 공동 또는 병렬 DRAM 생산 시설 구축을 모색하고 있다. https://slicast.com/article/7h7col Slicast en 2026-09-16T12:54:00.000Z OpenAI is targeting a $1.5 trillion valuation as it evaluates pre-IPO funding rounds to finance massive AI infrastructure buildouts. https://slicast.com/zh/article/7h7col Slicast zh-cn 2026-09-16T12:54:00.000Z OpenAI正瞄准1.5万亿美元的估值，并评估IPO前融资轮次以资助庞大的AI基础设施扩建。 https://slicast.com/ko/article/7h7col Slicast ko 2026-09-16T12:54:00.000Z OpenAI는 막대한 AI 인프라 구축을 자금조달하기 위해 IPO 전 라운드 자금을 평가하며 1조 5천억 달러의 기업가치를 목표로 하고 있다. https://slicast.com/article/b2b4cc Slicast en 2026-09-16T12:44:10.000Z SK Hynix is in active discussions with Intel to establish U.S.-based memory chip manufacturing, potentially leveraging Intel’s Ohio facility or forming a joint venture with other hyperscalers. https://slicast.com/zh/article/b2b4cc Slicast zh-cn 2026-09-16T12:44:10.000Z SK Hynix正与Intel积极磋商，在美国建立内存芯片制造业务，可能利用Intel的俄亥俄州工厂或与其他超大规模云服务商成立合资企业。 https://slicast.com/ko/article/b2b4cc Slicast ko 2026-09-16T12:44:10.000Z SK하이닉스는 인텔과 미국 내 메모리 반도체 제조 기반을 구축하기 위해 활발히 협의 중이며, 이는 인텔의 오하이오 공장을 활용하거나 다른 하이퍼스케일러와 합작법인을 설립하는 형태가 될 수 있습니다. https://slicast.com/article/1bxge46 Slicast en 2026-09-16T12:22:47.000Z Blockfusion has secured a 15-year lease agreement with CoreWeave for capacity at its Niagara Falls data center campus. https://slicast.com/zh/article/1bxge46 Slicast zh-cn 2026-09-16T12:22:47.000Z Blockfusion与CoreWeave达成15年期租赁协议，为其尼亚加拉瀑布数据中心园区提供容量。 https://slicast.com/ko/article/1bxge46 Slicast ko 2026-09-16T12:22:47.000Z Blockfusion은 CoreWeave와 나이아가라폴스 데이터 센터 캠퍼스의 용량에 대해 15년 임대 계약을 체결했습니다. https://slicast.com/article/1o4ge7f Slicast en 2026-09-16T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1o4ge7f Slicast zh-cn 2026-09-16T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1o4ge7f Slicast ko 2026-09-16T12:00:00.000Z 바이두, 6-K(외국인 발행자 보고) 제출 https://slicast.com/article/k5p164 Slicast en 2026-09-16T12:00:00.000Z Data Center Capex Grew 92 Percent in 2Q 2026, Driven by Surging AI Demand and Memory Costs, According to Dell'Oro Group https://slicast.com/zh/article/k5p164 Slicast zh-cn 2026-09-16T12:00:00.000Z Dell'Oro Group：受AI需求激增与内存成本推动，2026年Q2数据中心资本支出增长92% https://slicast.com/ko/article/k5p164 Slicast ko 2026-09-16T12:00:00.000Z 델오로 그룹에 따르면 2026년 2분기 데이터센터 자본지출은 AI 수요 급증과 메모리 비용 상승으로 인해 92% 증가했다. https://slicast.com/article/w3gcml Slicast en 2026-09-16T11:00:00.000Z AWS has instructed clients to permanently abandon Middle East cloud resources following Iranian drone strikes that damaged facilities in Bahrain and the UAE, with no restoration timeline provided. https://slicast.com/zh/article/w3gcml Slicast zh-cn 2026-09-16T11:00:00.000Z AWS已指示客户永久放弃中东云资源，此前伊朗无人机袭击导致巴林和阿联酋设施受损，且未提供恢复时间表。 https://slicast.com/ko/article/w3gcml Slicast ko 2026-09-16T11:00:00.000Z AWS는 바레인 및 UAE의 시설에 대한 이란 드론 공격으로 인한 피해 이후 복원 일정이 제공되지 않은 가운데, 고객에게 중동 지역 클라우드 자원의 영구 폐기를 지시했다. https://slicast.com/article/dodswr Slicast en 2026-09-16T09:00:00.000Z Nokia accelerates AI-RAN adoption as global operators embrace AI-native network evolution on NVIDIA platforms https://slicast.com/zh/article/dodswr Slicast zh-cn 2026-09-16T09:00:00.000Z 诺基亚加速AI-RAN部署，全球运营商依托NVIDIA平台拥抱AI原生网络演进 https://slicast.com/ko/article/dodswr Slicast ko 2026-09-16T09:00:00.000Z Nokia, AI-RAN 채택 가속화… 글로벌 통신사들 NVIDIA 플랫폼 기반 AI 네이티브 네트워크 진화 수용 https://slicast.com/article/1qxjlms Slicast en 2026-09-16T05:00:42.000Z University of Manchester Uses NVIDIA Earth-2 to Forecast Air Pollution Across the UK https://slicast.com/zh/article/1qxjlms Slicast zh-cn 2026-09-16T05:00:42.000Z 曼彻斯特大学利用NVIDIA Earth-2预测全英空气污染状况 https://slicast.com/ko/article/1qxjlms Slicast ko 2026-09-16T05:00:42.000Z 맨체스터 대학교, NVIDIA Earth-2 활용 영국 전역 대기오염 예측 https://slicast.com/article/1l3ctcm Slicast en 2026-09-15T22:24:34.000Z ‘Now We Can Know Everything and Do Anything,’ Jensen Huang Says at Dreamforce https://slicast.com/zh/article/1l3ctcm Slicast zh-cn 2026-09-15T22:24:34.000Z 黄仁勋在Dreamforce表示：“如今我们无所不知，无所不能” https://slicast.com/ko/article/1l3ctcm Slicast ko 2026-09-15T22:24:34.000Z “이제 모든 것을 알고 무엇이든 할 수 있다” - 드림포스에서 제슨 황의 발언 https://slicast.com/commentary/samsung-2026-09-15 Slicast en 2026-09-15T21:37:32.816Z Samsung AI Investment Strategy, September 2026: From Euclyd's $231M Inference Bet to the OpenAI Foundry https://slicast.com/zh/commentary/samsung-2026-09-15 Slicast zh-cn 2026-09-15T21:37:32.816Z 三星AI投资战略，2026年9月：从Euclyd推理芯片押注到OpenAI代工的全局布局 https://slicast.com/commentary/alibaba-2026-09-15 Slicast en 2026-09-15T21:25:33.739Z Why Alibaba's Claude Entanglement Complicates a $10.2 Billion AI Infrastructure Bet https://slicast.com/zh/commentary/alibaba-2026-09-15 Slicast zh-cn 2026-09-15T21:25:33.739Z Claude关联披露为何令阿里巴巴102亿美元AI基础设施押注趋于复杂 https://slicast.com/brief/2026-09-16 Slicast en 2026-09-15T21:19:35.323Z AI Infrastructure Briefing — 2026-09-16 https://slicast.com/zh/brief/2026-09-16 Slicast zh-cn 2026-09-15T21:19:35.323Z AI 基础设施早报 · 2026-09-16 https://slicast.com/ko/brief/2026-09-16 Slicast ko 2026-09-15T21:19:35.323Z AI 인프라 브리핑 · 2026-09-16