https://slicast.com/commentary/cmp-ai-capex-components-2026-09-30 Slicast en 2026-09-30T22:14:25.396Z Microsoft / Azure vs AWS / Amazon vs Google Cloud vs Meta: What AI Capex Is Actually Made Of https://slicast.com/zh/commentary/cmp-ai-capex-components-2026-09-30 Slicast zh-cn 2026-09-30T22:14:25.396Z Microsoft / Azure vs AWS / Amazon vs Google Cloud vs Meta：AI资本支出的构成解析 https://slicast.com/commentary/intel-2026-09-30 Slicast en 2026-09-30T21:55:34.895Z Intel 14A Node, Foundry Customers and Stock Volatility, September 2026 https://slicast.com/zh/commentary/intel-2026-09-30 Slicast zh-cn 2026-09-30T21:55:34.895Z 英特尔14A节点、代工客户与股价波动，2026年9月 https://slicast.com/commentary/nvidia-2026-09-30 Slicast en 2026-09-30T21:47:54.193Z Nvidia Vera Rubin Demand, September 2026: Anthropic Locks In 2.5 GW at $40 Billion Per-Gigawatt Revenue https://slicast.com/zh/commentary/nvidia-2026-09-30 Slicast zh-cn 2026-09-30T21:47:54.193Z 英伟达 Vera Rubin 需求（2026年9月）：Anthropic 锁定 2.5 GW 产能，每 GW 年收入约 400 亿美元 https://slicast.com/commentary/amd-2026-09-30 Slicast en 2026-09-30T21:33:39.036Z AMD at $1 Trillion, September 2026: Helios Rack Orders and the $8.2B World Labs Bet https://slicast.com/zh/commentary/amd-2026-09-30 Slicast zh-cn 2026-09-30T21:33:39.036Z AMD突破万亿美元市值，2026年9月：Helios机架订单与82亿美元World Labs收购 https://slicast.com/commentary/micron-2026-09-30 Slicast en 2026-09-30T21:23:41.104Z Micron Q4 FY2026 Earnings, September 2026: Data Center Revenue Up 11-Fold as Legal and Competitive Pressures Mount https://slicast.com/zh/commentary/micron-2026-09-30 Slicast zh-cn 2026-09-30T21:23:41.104Z 美光FY2026四季度财报（2026年9月）：数据中心营收增长11倍，法律与竞争压力同步升温 https://slicast.com/brief/2026-10-01 Slicast en 2026-09-30T21:15:48.605Z Latest AI Infrastructure News: October 1, 2026 https://slicast.com/zh/brief/2026-10-01 Slicast zh-cn 2026-09-30T21:15:48.605Z AI 基础设施新闻早报 · 2026年10月1日 https://slicast.com/ko/brief/2026-10-01 Slicast ko 2026-09-30T21:15:48.605Z 최신 AI 인프라 뉴스 · 2026년 10월 1일 https://slicast.com/article/skcfb0 Slicast en 2026-09-30T21:12:00.000Z Meta and Vistra Sign 20-Year Nuclear Power PPA, Securing Over 2,600 MW of Zero-Carbon Computing Power https://slicast.com/zh/article/skcfb0 Slicast zh-cn 2026-09-30T21:12:00.000Z Meta 与 Vistra 签 20 年核电 PPA，锁定三座核电站逾 2,600MW 零碳算力电力 https://slicast.com/ko/article/skcfb0 Slicast ko 2026-09-30T21:12:00.000Z Meta와 Vistra, 20년 원자력 발전 PPA 체결, 2,600 MW 이상 탄소중립 컴퓨팅 전력 확보 https://slicast.com/article/1l7wfzb Slicast en 2026-09-30T21:11:00.000Z NVIDIA Advances Glass Substrate Packaging, Pre-researches Higher HBM Integration Density for Post-Rubin Era https://slicast.com/zh/article/1l7wfzb Slicast zh-cn 2026-09-30T21:11:00.000Z NVIDIA 推进玻璃基板封装，为后 Rubin 时代预研更高 HBM 集成密度 https://slicast.com/ko/article/1l7wfzb Slicast ko 2026-09-30T21:11:00.000Z NVIDIA, 글래스 기판 패키징 선도 및 Post-Rubin 시대 대비 높은 HBM 통합 밀도 선행 연구 https://slicast.com/article/c74fhq Slicast en 2026-09-30T21:10:00.000Z Hyperscale vendors' 2026 Capex totaled approximately $730 billion, up 78% year-over-year, led by Amazon at $220 billion. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-30T21:10:00.000Z 超大规模厂商 2026 年 Capex 合计约 $7,300 亿，同比增 78%，亚马逊 $2,200 亿领跑 https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-30T21:10:00.000Z 하이퍼스케일 벤더들의 2026년 Capex가 약 $730 billion에 달했으며, 전년도 대비 78% 증가했고 Amazon이 $220 billion으로 선도했다. https://slicast.com/article/yhv2nb Slicast en 2026-09-30T21:09:00.000Z OpenAI secures 20-year lease with SoftBank SB Energy for 10GW Ohio data center facility—the largest single-site data center on record. https://slicast.com/zh/article/yhv2nb Slicast zh-cn 2026-09-30T21:09:00.000Z OpenAI 签下 SoftBank SB Energy 俄亥俄 10GW 园区 20 年租约，史上最大单体数据中心场址 https://slicast.com/ko/article/yhv2nb Slicast ko 2026-09-30T21:09:00.000Z OpenAI가 SoftBank SB Energy와 10GW Ohio 데이터 센터 시설의 20년 임차를 확보—기록상 최대 규모의 단일 부지 데이터 센터. https://slicast.com/article/k4pde2 Slicast en 2026-09-30T21:08:00.000Z Reportedly, NVIDIA-affiliated Hut 8's Texas 1GW data center has a mysterious tenant with contract value up to $50.2 billion. https://slicast.com/zh/article/k4pde2 Slicast zh-cn 2026-09-30T21:08:00.000Z 据报道 NVIDIA 系 Hut 8 德克萨斯 1GW 园区神秘租户，合同价值最高 $502 亿 https://slicast.com/ko/article/k4pde2 Slicast ko 2026-09-30T21:08:00.000Z 전해지는 바에 따르면 NVIDIA 계열 Hut 8의 텍사스 1GW 데이터센터가 계약 규모 최대 $50.2 billion인 정체 불명의 임차인을 확보했다. https://slicast.com/article/1ftozzw Slicast en 2026-09-30T21:07:00.000Z Crusoe completes $3.9B Series F at $30.9B valuation; NVIDIA and QIA/GIC sovereign wealth funds co-invest https://slicast.com/zh/article/1ftozzw Slicast zh-cn 2026-09-30T21:07:00.000Z Crusoe 完成 $39 亿 F 轮，估值 $309 亿，NVIDIA 与 QIA/GIC 主权基金联合押注 https://slicast.com/ko/article/1ftozzw Slicast ko 2026-09-30T21:07:00.000Z Crusoe, $3.9B Series F를 $30.9B 기업가치로 완료; NVIDIA·QIA/GIC 국부펀드 공동 투자 https://slicast.com/article/5vf9pd Slicast en 2026-09-30T21:06:00.000Z Anthropic reportedly targets $2 trillion valuation, aims for largest tech IPO on record this month https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-09-30T21:06:00.000Z Anthropic 据报瞄准 $2 万亿估值，本月冲击史上最大科技 IPO https://slicast.com/ko/article/5vf9pd Slicast ko 2026-09-30T21:06:00.000Z Anthropic이 $2조 기업가치를 목표로 하며 이달 역대 최대 기술 기업공개를 추진한다고 보도됐다 https://slicast.com/article/6walbw Slicast en 2026-09-30T21:05:00.000Z Accelevation (ACCV) fell below IPO price on Nasdaq debut yesterday, raising $540M versus the originally planned $720M. https://slicast.com/zh/article/6walbw Slicast zh-cn 2026-09-30T21:05:00.000Z Accelevation (ACCV) 昨日纳斯达克挂牌首日破发，$5.4 亿募资低于原计划 $7.2 亿 https://slicast.com/ko/article/6walbw Slicast ko 2026-09-30T21:05:00.000Z Accelevation (ACCV)는 어제 나스닥 상장 당일 공모가를 밑돌았으며, 원래 계획한 $720M 대비 $540M를 모금했다. https://slicast.com/article/ceb9em Slicast en 2026-09-30T21:04:00.000Z Rothschild Redburn analyst Haissl initiates Sell on CRWV, NBIS; shorts clash with pricing data https://slicast.com/zh/article/ceb9em Slicast zh-cn 2026-09-30T21:04:00.000Z Rothschild Redburn 分析师 Haissl 对 CRWV、NBIS 发出 Sell，空头与定价数据对抗 https://slicast.com/ko/article/ceb9em Slicast ko 2026-09-30T21:04:00.000Z Rothschild Redburn 분석가 Haissl, CRWV·NBIS 매도 평가 개시; 공매도와 가격데이터 충돌 https://slicast.com/article/12r017q Slicast en 2026-09-30T21:03:00.000Z TrendForce revises Rubin shipment share down to 22%; HBM4 inventory falls below 10-day alert threshold https://slicast.com/zh/article/12r017q Slicast zh-cn 2026-09-30T21:03:00.000Z TrendForce 下调 Rubin 出货占比至 22%，HBM4 库存跌破 10 天警戒线 https://slicast.com/ko/article/12r017q Slicast ko 2026-09-30T21:03:00.000Z TrendForce가 Rubin 출하 점유율을 22%로 하향 조정; HBM4 재고가 10일 경고 임계값 이하로 하락 https://slicast.com/article/1nxmonp Slicast en 2026-09-30T21:02:00.000Z CoreWeave Q3 short-term contract pricing $40M/MW, net new commitments exceed $25 billion, total contracted compute capacity reaches 4.2GW https://slicast.com/zh/article/1nxmonp Slicast zh-cn 2026-09-30T21:02:00.000Z CoreWeave Q3 短约定价 $40M/MW，净新增承诺超 $250 亿，总签约算力升至 4.2GW https://slicast.com/ko/article/1nxmonp Slicast ko 2026-09-30T21:02:00.000Z CoreWeave Q3 단기 계약가격 $40M/MW, 신규 약정 $25억 초과, 총 계약 컴퓨팅 용량 4.2GW 도달 https://slicast.com/article/970lx3 Slicast en 2026-09-30T21:01:00.000Z Nebius raises GPU prices 17–21% effective today; second price increase in three months; NBIS/IREN/CRWV gain in sync https://slicast.com/zh/article/970lx3 Slicast zh-cn 2026-09-30T21:01:00.000Z Nebius 今日起 GPU 全线涨价 17–21%，三个月内第二次提价，NBIS/IREN/CRWV 同步拉升 https://slicast.com/ko/article/970lx3 Slicast ko 2026-09-30T21:01:00.000Z Nebius GPU 가격 17–21% 인상 오늘부터 적용; 3개월 만에 두 번째 인상; NBIS/IREN/CRWV 동시 상승 https://slicast.com/article/jxw5cb Slicast en 2026-09-30T20:53:48.000Z A nuclear-powered AI data center is proposed on state and federal land in central eastern Utah. https://slicast.com/zh/article/jxw5cb Slicast zh-cn 2026-09-30T20:53:48.000Z 一个核电驱动的AI数据中心项目在犹他州中东部的州级和联邦土地上提出。 https://slicast.com/ko/article/jxw5cb Slicast ko 2026-09-30T20:53:48.000Z 유타주 중동부의 주·연방 토지에 핵 구동식 AI 데이터센터 건설이 제안되고 있다. https://slicast.com/article/nm6nb5 Slicast en 2026-09-30T20:16:14.000Z Huawei's chief claims that homegrown AI chip sales exceeded Nvidia in the Chinese market. https://slicast.com/zh/article/nm6nb5 Slicast zh-cn 2026-09-30T20:16:14.000Z 华为高管声称自研AI芯片在中国市场销售超过英伟达。 https://slicast.com/ko/article/nm6nb5 Slicast ko 2026-09-30T20:16:14.000Z 화웨이 최고경영진은 중국 시장에서 자체 개발 AI 칩 판매가 Nvidia를 능가했다고 주장한다. https://slicast.com/article/1wdc7wz Slicast en 2026-09-30T20:15:18.000Z Micron reported earnings and profit beats with guidance raising, driven by an 11-fold surge in data center revenue. https://slicast.com/zh/article/1wdc7wz Slicast zh-cn 2026-09-30T20:15:18.000Z 美光报告业绩和利润超预期，其中数据中心收入增长11倍，指引提升。 https://slicast.com/ko/article/1wdc7wz Slicast ko 2026-09-30T20:15:18.000Z Micron이 실적 및 이익 초과 달성과 가이던스 상향을 발표했으며, 데이터 센터 수익 11배 급증에 견인됐다. https://slicast.com/article/h1b6eg Slicast en 2026-09-30T20:01:00.000Z Micron Technology, Inc. Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results https://slicast.com/zh/article/h1b6eg Slicast zh-cn 2026-09-30T20:01:00.000Z 美光科技公司公布2026财年第四季度及全年创纪录业绩 https://slicast.com/article/10y8e7l Slicast en 2026-09-30T19:54:59.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-30T19:54:59.000Z Parallel - AI代理网络基础设施 https://slicast.com/article/15csz86 Slicast en 2026-09-30T19:45:00.000Z The US government announced $5.25 billion in spending to upgrade the national electrical grid, supporting 31 projects across 26 states to power new AI data centers. https://slicast.com/zh/article/15csz86 Slicast zh-cn 2026-09-30T19:45:00.000Z 美国政府宣布投入52.5亿美元升级国家电网，支持跨26个州的31个项目为新AI数据中心供电。 https://slicast.com/ko/article/15csz86 Slicast ko 2026-09-30T19:45:00.000Z 미국 정부가 국가 전력망 업그레이드를 위해 $5.25 billion의 지출을 발표했으며, 26개 주의 31개 프로젝트를 지원하여 새로운 AI 데이터 센터에 전력을 공급한다. https://slicast.com/article/1ylduhr Slicast en 2026-09-30T19:17:00.000Z Senate negotiators reached a deal on permitting legislation that would compel data centers to pay for grid infrastructure costs they impose. https://slicast.com/zh/article/1ylduhr Slicast zh-cn 2026-09-30T19:17:00.000Z 参议院谈判者就许可证立法达成协议，要求数据中心支付其造成的电网基础设施成本。 https://slicast.com/ko/article/1ylduhr Slicast ko 2026-09-30T19:17:00.000Z 상원 협상가들이 데이터 센터의 전력망 인프라 비용 납부를 의무화하는 허가법안에 합의했다. https://slicast.com/article/iwrtg9 Slicast en 2026-09-30T19:12:30.000Z OpenAI and Synopsys are building GPT-Synopsys, a specialized AI model that operates Synopsys EDA tools to automate chip design like a seasoned engineer. https://slicast.com/zh/article/iwrtg9 Slicast zh-cn 2026-09-30T19:12:30.000Z OpenAI与新思科技合作开发GPT-Synopsys，一个专业AI模型，操作Synopsys EDA工具以自动化芯片设计，如同经验丰富的工程师。 https://slicast.com/ko/article/iwrtg9 Slicast ko 2026-09-30T19:12:30.000Z OpenAI와 Synopsys가 Synopsys EDA 도구를 운영하여 숙련된 엔지니어처럼 칩 설계를 자동화하는 특화된 AI 모델인 GPT-Synopsys를 개발하고 있습니다. https://slicast.com/article/1yb3joe Slicast en 2026-09-30T18:45:47.000Z The largest US grid operator suspended its planned auction mechanism for allocating power capacity to data centers. https://slicast.com/zh/article/1yb3joe Slicast zh-cn 2026-09-30T18:45:47.000Z 美国最大电网运营商暂停了为数据中心分配电力容量的计划拍卖机制。 https://slicast.com/ko/article/1yb3joe Slicast ko 2026-09-30T18:45:47.000Z 미국 최대 전력망 운영자가 데이터 센터에 전력 용량을 배분하기 위한 경매 메커니즘을 중단했다. https://slicast.com/article/g9qdn0 Slicast en 2026-09-30T18:41:39.000Z SK Hynix's share buyback lost analyst support as HBM demand assumptions are trimmed in light of moderated AI infrastructure capex expectations. https://slicast.com/zh/article/g9qdn0 Slicast zh-cn 2026-09-30T18:41:39.000Z 随着AI基础设施资本支出预期调整，SK海力士的股票回购失去分析师支持，HBM需求假设被调整。 https://slicast.com/ko/article/g9qdn0 Slicast ko 2026-09-30T18:41:39.000Z SK Hynix의 자사주 매입이 HBM 수요 가정이 축소되고 AI 인프라 자본지출 기대가 완화됨에 따라 애널리스트 지지를 상실했다. https://slicast.com/article/1f0p3m3 Slicast en 2026-09-30T18:22:06.000Z Data centers' shift to on-site power generation to overcome grid constraints is creating new environmental compliance challenges and pollution risks for neighboring communities. https://slicast.com/zh/article/1f0p3m3 Slicast zh-cn 2026-09-30T18:22:06.000Z 数据中心转向现场发电以克服电网约束，为周边社区带来新的环保合规挑战和污染风险。 https://slicast.com/ko/article/1f0p3m3 Slicast ko 2026-09-30T18:22:06.000Z 데이터센터가 전력망 제약을 극복하기 위해 현장 전력 발전으로 전환하면서 새로운 환경 규정 준수 과제와 인근 지역사회에 대한 오염 위험을 초래하고 있습니다. https://slicast.com/article/iqkzlm Slicast en 2026-09-30T18:08:45.000Z Texas data centers pursuing off-grid or self-supplied power generation face regulatory compliance barriers, even as they operate outside the main grid system. https://slicast.com/zh/article/iqkzlm Slicast zh-cn 2026-09-30T18:08:45.000Z 德州追求离网或自供电力发电的数据中心面临监管合规障碍，尽管他们在主电网系统外运营。 https://slicast.com/ko/article/iqkzlm Slicast ko 2026-09-30T18:08:45.000Z 텍사스 데이터센터들이 독립형 또는 자가발전을 추진하고 주 전력망 밖에서 운영하면서도 규제 준수 장벽에 직면하고 있다. https://slicast.com/article/ey9enn Slicast en 2026-09-30T18:05:00.000Z Developers proposing a 1,300-acre AI data center campus have offered $10,000 to every household in the target town to secure local support and land rights. https://slicast.com/zh/article/ey9enn Slicast zh-cn 2026-09-30T18:05:00.000Z 一个1,300英亩AI数据中心园区的开发者向目标城镇的每户居民提供1万美元以获得地方支持和土地权利。 https://slicast.com/ko/article/ey9enn Slicast ko 2026-09-30T18:05:00.000Z 개발사들이 1,300에이커 규모의 AI 데이터 센터 캠퍼스 개발을 제안하면서 지역 주민의 지지와 토지 권리 확보를 위해 대상 도시의 모든 가구에 10,000달러씩 제시했다. https://slicast.com/article/6bgitg Slicast en 2026-09-30T18:00:52.000Z Amazon and Synopsys signed a multi-year, $1 billion IP agreement where Amazon serves as the lead customer for Synopsys' expanded silicon IP business for custom chip development. https://slicast.com/zh/article/6bgitg Slicast zh-cn 2026-09-30T18:00:52.000Z 亚马逊与新思科技签署多年期10亿美元IP协议，亚马逊担任新思科技扩展硅IP业务的主要客户，用于定制芯片开发。 https://slicast.com/ko/article/6bgitg Slicast ko 2026-09-30T18:00:52.000Z Amazon과 Synopsys가 다년간 10억 달러 규모의 IP 계약을 체결했으며, Amazon은 맞춤형 칩 개발을 위한 Synopsys의 확대된 실리콘 IP 사업의 주요 고객으로 역할을 한다. https://slicast.com/article/1k4g8hh Slicast en 2026-09-30T17:56:00.000Z GMI Cloud announced a $660 million funding round to accelerate global AI infrastructure expansion across its distributed data center footprint. https://slicast.com/zh/article/1k4g8hh Slicast zh-cn 2026-09-30T17:56:00.000Z GMI Cloud宣布获得6.6亿美元融资，加速其分布式数据中心占地的全球AI基础设施扩展。 https://slicast.com/ko/article/1k4g8hh Slicast ko 2026-09-30T17:56:00.000Z GMI Cloud는 분산 데이터센터 전역의 글로벌 AI 인프라 확장을 가속화하기 위해 $660백만 규모의 펀딩 라운드를 발표했다. https://slicast.com/article/ymmhxx Slicast en 2026-09-30T17:53:09.000Z Senate negotiators reached a deal on legislation to accelerate permitting timelines for energy infrastructure projects. https://slicast.com/zh/article/ymmhxx Slicast zh-cn 2026-09-30T17:53:09.000Z 参议院谈判者就加速能源基础设施项目许可证时间表的立法达成协议。 https://slicast.com/ko/article/ymmhxx Slicast ko 2026-09-30T17:53:09.000Z 상원 협상가들이 에너지 인프라 프로젝트의 인허가 기간 단축을 위한 입법에 합의했다. https://slicast.com/article/awl6mi Slicast en 2026-09-30T17:53:00.000Z The Senate permit deal includes a mandate that data centers bear the grid infrastructure costs they generate, shifting burden from utilities to operators. https://slicast.com/zh/article/awl6mi Slicast zh-cn 2026-09-30T17:53:00.000Z 参议院许可证协议包括数据中心承担其产生的电网基础设施成本的规定，将负担从公用事业转移到运营商。 https://slicast.com/ko/article/awl6mi Slicast ko 2026-09-30T17:53:00.000Z 상원 허가 협정은 데이터 센터가 발생시키는 전력망 기반시설 비용을 부담하도록 의무화하고 있으며, 이는 부담을 유틸리티에서 운영자로 이전시킨다. https://slicast.com/article/1n715w7 Slicast en 2026-09-30T17:48:42.000Z DeepSeek has partnered with Huawei to develop AI chip software and reduce technological dependence on Nvidia in the Chinese market. https://slicast.com/zh/article/1n715w7 Slicast zh-cn 2026-09-30T17:48:42.000Z DeepSeek与华为合作开发AI芯片软件，减少对英伟达的技术依赖。 https://slicast.com/ko/article/1n715w7 Slicast ko 2026-09-30T17:48:42.000Z DeepSeek는 Huawei와 협력하여 AI 칩 소프트웨어를 개발하고 중국 시장에서 Nvidia에 대한 의존도를 낮추고 있습니다. https://slicast.com/article/14ipies Slicast en 2026-09-30T17:46:03.000Z HPE secured its first AMD Helios order in a $1.2 billion deal with Vultr, deploying next-generation AMD Helios AI Racks with HPE networking at Vultr's US data centers. https://slicast.com/zh/article/14ipies Slicast zh-cn 2026-09-30T17:46:03.000Z 惠普企业（HPE）在与Vultr的12亿美元交易中获得首个AMD Helios订单，在Vultr美国数据中心部署新一代AMD Helios AI Rack和HPE网络。 https://slicast.com/ko/article/14ipies Slicast ko 2026-09-30T17:46:03.000Z HPE가 Vultr와의 $1.2 billion 규모 거래에서 첫 AMD Helios 주문을 확보했으며, Vultr의 미국 데이터센터에 HPE 네트워킹이 탑재된 차세대 AMD Helios AI Racks를 배포한다. https://slicast.com/article/1dum6je Slicast en 2026-09-30T17:36:50.000Z Accelevation, an AI infrastructure firm, went public on Nasdaq at a $3.9 billion valuation but shares fell on debut. https://slicast.com/zh/article/1dum6je Slicast zh-cn 2026-09-30T17:36:50.000Z AI基础设施公司Accelevation以39亿美元估值在纳斯达克上市,但首日股价下跌。 https://slicast.com/ko/article/1dum6je Slicast ko 2026-09-30T17:36:50.000Z AI 인프라 회사인 Accelevation이 Nasdaq에 $3.9 billion 평가액으로 상장했지만 상장 첫날 주가가 하락했다. https://slicast.com/article/1wcuwa1 Slicast en 2026-09-30T17:22:34.000Z Meta classifies its AI data centers as 'pilot models' and Nvidia chips as experimental materials to reduce federal tax liability. https://slicast.com/zh/article/1wcuwa1 Slicast zh-cn 2026-09-30T17:22:34.000Z Meta将其AI数据中心列为'试验模型',将英伟达芯片列为实验性材料,以降低联邦税负。 https://slicast.com/ko/article/1wcuwa1 Slicast ko 2026-09-30T17:22:34.000Z Meta는 AI 데이터 센터를 '파일럿 모델'로, Nvidia 칩을 실험용 재료로 분류하여 연방 세금 부채를 줄인다. https://slicast.com/article/722ucz Slicast en 2026-09-30T17:14:30.000Z Hyperscale Data (ticker: GPUS) sees insider buying amid a pending decision on its Michigan AI data-center campus expansion. https://slicast.com/zh/article/722ucz Slicast zh-cn 2026-09-30T17:14:30.000Z Hyperscale Data(GPUS)在密歇根州AI数据中心校园扩展决策待定期间出现内部人士买入。 https://slicast.com/ko/article/722ucz Slicast ko 2026-09-30T17:14:30.000Z Hyperscale Data(ticker: GPUS)는 미시간 AI 데이터센터 캠퍼스 확장에 대한 결정 보류 가운데 내부자 매수를 보이고 있다. https://slicast.com/article/1vj2lzc Slicast en 2026-09-30T17:05:12.000Z ChangXin Memory Technologies (CXMT) proposes CNY 180 billion (~$25B USD) in excess-IPO capital investments to expand production capacity. https://slicast.com/zh/article/1vj2lzc Slicast zh-cn 2026-09-30T17:05:12.000Z 长鑫存储(CXMT)宣布IPO后追加投资人民币1800亿元(约250亿美元)用于扩产。 https://slicast.com/ko/article/1vj2lzc Slicast ko 2026-09-30T17:05:12.000Z ChangXin Memory Technologies (CXMT)는 생산 용량 확대를 위해 CNY 180 billion (~USD 25B) 규모의 IPO 초과 자본 투자를 제안한다. https://slicast.com/article/129tyim Slicast en 2026-09-30T17:00:21.000Z NVIDIA Opens Applications for 2027–2028 Graduate Fellowships With Awards Up to $60,000 https://slicast.com/zh/article/129tyim Slicast zh-cn 2026-09-30T17:00:21.000Z NVIDIA开放2027-2028年研究生奖学金申请，奖金高达$60,000 https://slicast.com/article/1wjsc88 Slicast en 2026-09-30T16:57:55.000Z CScale raised $145 million in Series C funding to scale its resilient optical interconnect fabric designed for gigawatt-scale AI data centers. https://slicast.com/zh/article/1wjsc88 Slicast zh-cn 2026-09-30T16:57:55.000Z CScale融资1.45亿美元C轮,用于扩展为千兆瓦级AI数据中心设计的弹性光互连架构。 https://slicast.com/ko/article/1wjsc88 Slicast ko 2026-09-30T16:57:55.000Z CScale이 gigawatt급 AI 데이터 센터를 위해 설계된 복원력 있는 광 상호 연결 패브릭을 확대하기 위해 Series C 펀딩으로 $145 million을 모금했다. https://slicast.com/article/1z01lpf Slicast en 2026-09-30T16:45:56.000Z Celestica, a hardware ODM (original design manufacturer), is positioned for growth as Google and OpenAI drive demand for data-center equipment and custom silicon modules. https://slicast.com/zh/article/1z01lpf Slicast zh-cn 2026-09-30T16:45:56.000Z 硬件代工企业Celestica因Google和OpenAI对数据中心设备及定制硅模块需求增加而增长前景向好。 https://slicast.com/ko/article/1z01lpf Slicast ko 2026-09-30T16:45:56.000Z Celestica는 하드웨어 ODM(original design manufacturer)이며, Google과 OpenAI가 데이터센터 장비 및 맞춤형 실리콘 모듈 수요를 견인함에 따라 성장할 수 있는 위치에 있습니다. https://slicast.com/article/1m7vd3k Slicast en 2026-09-30T16:34:32.000Z Cipher Digital secured a $9 billion, 20-year lease extension at its Barber Lake data-center facility in Texas, despite a 3% stock decline. https://slicast.com/zh/article/1m7vd3k Slicast zh-cn 2026-09-30T16:34:32.000Z Cipher Digital在德州Barber Lake数据中心保障了90亿美元、20年的租赁协议扩展,尽管股价下跌3%。 https://slicast.com/ko/article/1m7vd3k Slicast ko 2026-09-30T16:34:32.000Z Cipher Digital은 3% 주가 하락에도 불구하고 Texas Barber Lake 데이터센터 시설의 90억 달러 규모 20년 리스 연장 계약을 확보했다. https://slicast.com/article/w45a97 Slicast en 2026-09-30T16:24:44.000Z ASML's CEO warns that excessive export controls on semiconductor manufacturing equipment to China risk enabling rival chipmakers to build domestic alternatives. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-09-30T16:24:44.000Z ASML首席执行官警告,对华芯片制造设备出口管制过度可能促使中国企业开发替代方案。 https://slicast.com/ko/article/w45a97 Slicast ko 2026-09-30T16:24:44.000Z ASML CEO는 중국으로의 반도체 제조 장비 수출 제한이 과도하면 경쟁 칩메이커들이 국내 대체재를 개발할 수 있다고 경고했다. https://slicast.com/article/sfqu7w Slicast en 2026-09-30T16:23:16.000Z The largest US grid operator accepted a data-center power plan with a 5-month pause, likely for grid integration review and interconnection studies. https://slicast.com/zh/article/sfqu7w Slicast zh-cn 2026-09-30T16:23:16.000Z 美国最大电网运营商批准了数据中心电力计划,但暂停5个月以进行审查。 https://slicast.com/ko/article/sfqu7w Slicast ko 2026-09-30T16:23:16.000Z 미국 최대 전력계통운영자가 5개월 중단을 포함한 데이터센터 전력 계획을 수용했으며, 이는 계통 통합 검토 및 계통연계 연구를 위한 것으로 보인다. https://slicast.com/article/xm2wpl Slicast en 2026-09-30T16:21:00.000Z Ohio lacks statewide protective measures against rising data-center power costs, leaving utilities and consumers exposed to hyperscaler-driven demand spikes. https://slicast.com/zh/article/xm2wpl Slicast zh-cn 2026-09-30T16:21:00.000Z 俄亥俄州缺乏州级措施应对数据中心电力成本上升,公用事业公司和消费者面临超大规模厂商需求激增的风险。 https://slicast.com/ko/article/xm2wpl Slicast ko 2026-09-30T16:21:00.000Z Ohio는 상승하는 데이터센터 전력비용에 대한 주 차원의 보호 조치가 부족하여, 유틸리티와 소비자가 하이퍼스케일러 주도의 수요 급증에 노출되어 있습니다. https://slicast.com/article/1hho41n Slicast en 2026-09-30T16:13:20.000Z Microsoft launched an Azure Extended Zone in Luxembourg in partnership with Post Luxembourg, expanding edge computing presence in Western Europe. https://slicast.com/zh/article/1hho41n Slicast zh-cn 2026-09-30T16:13:20.000Z 微软在卢森堡与Post Luxembourg合作推出Azure Extended Zone,扩展欧洲边缘计算服务。 https://slicast.com/ko/article/1hho41n Slicast ko 2026-09-30T16:13:20.000Z Microsoft는 Post Luxembourg와의 파트너십으로 Luxembourg에 Azure Extended Zone을 출범했으며, 서유럽의 엣지 컴퓨팅 입지를 확대했습니다. https://slicast.com/article/f58gx4 Slicast en 2026-09-30T16:11:10.000Z Alphabet began recognizing revenue from TPU systems in the latest quarter; Google Cloud backlog reached $513.9 billion, signaling massive demand for TPU-accelerated AI services. https://slicast.com/zh/article/f58gx4 Slicast zh-cn 2026-09-30T16:11:10.000Z Alphabet本季度开始确认TPU系统收入;Google Cloud未来营收承诺达到5139亿美元,反映对TPU加速AI服务的巨大需求。 https://slicast.com/ko/article/f58gx4 Slicast ko 2026-09-30T16:11:10.000Z Alphabet이 최근 분기에 TPU 시스템으로부터의 수익을 인식하기 시작했습니다. Google Cloud 백로그가 513.9억 달러에 도달했으며, 이는 TPU 가속 AI 서비스에 대한 엄청난 수요를 나타냅니다. https://slicast.com/article/ls6dox Slicast en 2026-09-30T16:10:31.000Z Meta announced a large solar power purchase agreement (PPA) in Texas while simultaneously powering some AI data centers with natural gas. https://slicast.com/zh/article/ls6dox Slicast zh-cn 2026-09-30T16:10:31.000Z Meta在德州宣布大规模太阳能购电协议(PPA),同时用天然气为部分AI数据中心供电。 https://slicast.com/ko/article/ls6dox Slicast ko 2026-09-30T16:10:31.000Z Meta가 텍사스에서 대규모 태양광 전력 구매 계약(PPA)을 발표한 동시에 일부 AI 데이터센터는 천연가스로 운영하고 있다. https://slicast.com/article/14g3lq5 Slicast en 2026-09-30T16:00:00.000Z Facility operators are leveraging 48E investment tax credits to install battery storage systems that arbitrage lower-cost electricity rates for datacenters. https://slicast.com/zh/article/14g3lq5 Slicast zh-cn 2026-09-30T16:00:00.000Z 设施运营商利用48E投资税收抵免安装电池储存系统,套利低成本电力费率。 https://slicast.com/ko/article/14g3lq5 Slicast ko 2026-09-30T16:00:00.000Z 시설 운영자들이 48E 투자 세액 공제를 활용해 데이터센터 전기료 차익거래용 배터리 저장 시스템을 설치하고 있습니다. https://slicast.com/article/piu9ii Slicast en 2026-09-30T16:00:00.000Z Mirantis Launches Training Courses for Using AI Agents and Building AI Infrastructure https://slicast.com/zh/article/piu9ii Slicast zh-cn 2026-09-30T16:00:00.000Z Mirantis推出AI代理应用和AI基础设施建设培训课程 https://slicast.com/article/vjrwlr Slicast en 2026-09-30T15:58:21.000Z Strong demand for Google TPUs is outpacing TSMC's advanced CoWoS packaging capacity, driving Alphabet stock gains. https://slicast.com/zh/article/vjrwlr Slicast zh-cn 2026-09-30T15:58:21.000Z Google TPU的强劲需求超过了TSMC先进的CoWoS封装产能,推动Alphabet股价上升。 https://slicast.com/ko/article/vjrwlr Slicast ko 2026-09-30T15:58:21.000Z Google TPU에 대한 강한 수요가 TSMC의 첨단 CoWoS 패키징 용량을 능가하면서 Alphabet 주가 상승을 견인하고 있다. https://slicast.com/article/19daz1s Slicast en 2026-09-30T15:53:47.000Z Pennsylvania is rebuilding its power infrastructure to serve AI datacenters, converting legacy coal power plants for compute-era grid modernization. https://slicast.com/zh/article/19daz1s Slicast zh-cn 2026-09-30T15:53:47.000Z 宾夕法尼亚州正在重建其电力基础设施以支持AI数据中心,将传统煤炭电厂改造为计算时代的电网现代化。 https://slicast.com/ko/article/19daz1s Slicast ko 2026-09-30T15:53:47.000Z 펜실베이니아는 AI 데이터센터 지원을 위해 전력 인프라를 재구축하고 있으며, 노후 석탄 발전소를 컴퓨팅 시대 전력망 현대화로 전환하고 있습니다. https://slicast.com/article/1ak0ty0 Slicast en 2026-09-30T15:52:50.000Z DeepSeek open-sourced software tools for Huawei chips to enable developers to build CUDA-alternative ecosystems outside Nvidia's platform. https://slicast.com/zh/article/1ak0ty0 Slicast zh-cn 2026-09-30T15:52:50.000Z DeepSeek开源了针对华为芯片的软件工具,使开发者能够构建Nvidia CUDA生态之外的替代方案。 https://slicast.com/ko/article/1ak0ty0 Slicast ko 2026-09-30T15:52:50.000Z DeepSeek이 개발자들이 Nvidia 플랫폼 밖에서 CUDA 대체 생태계를 구축할 수 있도록 Huawei 칩용 소프트웨어 도구를 공개했다. https://slicast.com/article/qvdma0 Slicast en 2026-09-30T15:50:13.000Z Developer has abandoned the controversial $1.2B Lane Cove AI datacenter project in Sydney following siting opposition. https://slicast.com/zh/article/qvdma0 Slicast zh-cn 2026-09-30T15:50:13.000Z 开发商已放弃悉尼争议性的12亿美元Lane Cove AI数据中心项目,因面临选址反对。 https://slicast.com/ko/article/qvdma0 Slicast ko 2026-09-30T15:50:13.000Z 개발사가 부지 반대에 따라 시드니의 논란이 많은 $1.2B Lane Cove AI 데이터센터 프로젝트를 포기했다. https://slicast.com/article/13ddkpq Slicast en 2026-09-30T15:49:16.000Z VDURA, a GPU-native storage platform, is entering the neocloud and enterprise market to serve accelerated compute customers. https://slicast.com/zh/article/13ddkpq Slicast zh-cn 2026-09-30T15:49:16.000Z GPU原生存储平台VDURA正在进入neoclould和企业市场,以服务加速计算客户。 https://slicast.com/ko/article/13ddkpq Slicast ko 2026-09-30T15:49:16.000Z VDURA는 GPU 네이티브 스토리지 플랫폼으로 가속화된 컴퓨팅 고객을 지원하기 위해 네오클라우드 및 엔터프라이즈 시장에 진입합니다. https://slicast.com/article/5da82z Slicast en 2026-09-30T15:48:48.000Z Nvidia could face accelerator demand impacts before Meta does if hyperscaler AI capex spending decelerates or stalls. https://slicast.com/zh/article/5da82z Slicast zh-cn 2026-09-30T15:48:48.000Z 如果超大规模厂商的AI资本支出放缓或停滞,Nvidia在Meta之前就能感受到加速器需求冲击。 https://slicast.com/ko/article/5da82z Slicast ko 2026-09-30T15:48:48.000Z 하이퍼스케일러 AI 자본 지출이 둔화되거나 정체할 경우 Nvidia는 Meta보다 먼저 가속기 수요 영향에 직면할 수 있습니다. https://slicast.com/article/f70f1f Slicast en 2026-09-30T15:44:51.000Z NxN has completed acquisition of a 1MW datacenter in Évora, Portugal, and plans €100M additional investment in regional expansion. https://slicast.com/zh/article/f70f1f Slicast zh-cn 2026-09-30T15:44:51.000Z NxN已完成对葡萄牙埃武拉1MW数据中心的收购,并计划投资1亿欧元用于地区扩张。 https://slicast.com/ko/article/f70f1f Slicast ko 2026-09-30T15:44:51.000Z NxN이 포르투갈 에보라에 위치한 1MW 데이터센터 인수를 완료했으며, 지역 확장을 위해 €100M의 추가 투자를 계획하고 있다. https://slicast.com/article/1ql74v Slicast en 2026-09-30T15:42:51.000Z Power grid capacity constraints are emerging as the primary bottleneck limiting AI datacenter deployment and scaling. https://slicast.com/zh/article/1ql74v Slicast zh-cn 2026-09-30T15:42:51.000Z 电网容量约束正成为限制AI数据中心部署和扩展的主要瓶颈。 https://slicast.com/ko/article/1ql74v Slicast ko 2026-09-30T15:42:51.000Z 전력망 용량 제약이 AI 데이터센터 배포 및 확장을 제한하는 주요 병목으로 부상하고 있다. https://slicast.com/article/12e4nha Slicast en 2026-09-30T15:37:58.000Z Custom chip firm Semifive has signed a $52M contract with an unnamed US AI company to produce hyperscaler-targeted accelerators beginning in 2028. https://slicast.com/zh/article/12e4nha Slicast zh-cn 2026-09-30T15:37:58.000Z 定制芯片公司Semifive与一家未命名的美国AI公司签署了5200万美元合同,从2028年开始生产针对超大规模厂商的加速器。 https://slicast.com/ko/article/12e4nha Slicast ko 2026-09-30T15:37:58.000Z 맞춤형 칩 기업 Semifive가 이름 미공개 미국 AI 기업과 2028년부터 하이퍼스케일러 대상 가속기를 생산하기 위한 $52M 계약을 체결했다. https://slicast.com/article/epb0oz Slicast en 2026-09-30T15:30:00.000Z Analysis defends AI datacenters against political opposition, citing Core Scientific's experience navigating regional permitting and community concerns. https://slicast.com/zh/article/epb0oz Slicast zh-cn 2026-09-30T15:30:00.000Z 分析为AI数据中心辩护,反对政治反对意见,引用Core Scientific在处理地区许可和社区关注方面的经验。 https://slicast.com/ko/article/epb0oz Slicast ko 2026-09-30T15:30:00.000Z 분석은 Core Scientific의 지역 허가 및 커뮤니티 우려 대응 경험을 인용하며 정치적 반대에 맞서 AI 데이터센터를 옹호한다. https://slicast.com/article/1a0akyn Slicast en 2026-09-30T15:27:00.000Z NuScale Power and other SMR/advanced energy suppliers rose on market optimism about nuclear and distributed power demand from AI datacenter buildout. https://slicast.com/zh/article/1a0akyn Slicast zh-cn 2026-09-30T15:27:00.000Z NuScale Power和其他小型模块化反应堆(SMR)/分布式电力供应商因市场对AI数据中心建设推动的核电和分布式电力需求的乐观看法而上升。 https://slicast.com/ko/article/1a0akyn Slicast ko 2026-09-30T15:27:00.000Z NuScale Power와 기타 SMR/첨단 에너지 공급업체가 AI 데이터센터 구축으로 인한 원자력 및 분산 전력 수요에 대한 시장 낙관론에 힘입어 상승했다. https://slicast.com/article/1hshlfk Slicast en 2026-09-30T15:23:55.000Z Needham maintains Buy rating on Applied Digital (APLD) with $83 price target despite recent market volatility. https://slicast.com/zh/article/1hshlfk Slicast zh-cn 2026-09-30T15:23:55.000Z Needham维持对Applied Digital(APLD)的买入评级,目标价格为83美元,尽管近期市场波动。 https://slicast.com/ko/article/1hshlfk Slicast ko 2026-09-30T15:23:55.000Z Needham은 최근 시장 변동성에도 불구하고 Applied Digital (APLD)에 대한 Buy 등급과 $83 목표가를 유지한다. https://slicast.com/article/v6hmx2 Slicast en 2026-09-30T15:21:36.000Z Netlist is seeking import restrictions on competing AI memory (HBM) products, benefiting Broadcom and fellow interconnect suppliers. https://slicast.com/zh/article/v6hmx2 Slicast zh-cn 2026-09-30T15:21:36.000Z Netlist正在寻求对竞争AI内存(HBM)产品的进口限制,惠及Broadcom和其他互连供应商。 https://slicast.com/ko/article/v6hmx2 Slicast ko 2026-09-30T15:21:36.000Z Netlist은 경쟁 AI 메모리(HBM) 제품의 수입 제한을 추구하고 있으며, Broadcom과 인터커넥트 공급업체들에 이익을 주고 있다. https://slicast.com/article/1rv1km5 Slicast en 2026-09-30T15:18:00.000Z DigiKey Releases Factory Tomorrow Season 6 Exploring AI Infrastructure, Industrial Connectivity and Smart Manufacturing https://slicast.com/zh/article/1rv1km5 Slicast zh-cn 2026-09-30T15:18:00.000Z DigiKey发布Factory Tomorrow第6季探讨AI基础设施、工业连接和智能制造 https://slicast.com/article/1vcrwoy Slicast en 2026-09-30T15:14:18.000Z Renesas has launched a 650V GaN (gallium nitride) power device designed for megawatt-scale AI datacenter power conversion systems. https://slicast.com/zh/article/1vcrwoy Slicast zh-cn 2026-09-30T15:14:18.000Z Renesas推出了650V GaN(氮化镓)功率器件,专为超大规模AI数据中心电力转换系统设计。 https://slicast.com/ko/article/1vcrwoy Slicast ko 2026-09-30T15:14:18.000Z Renesas가 메가와트급 AI 데이터센터 전력 변환 시스템용 650V GaN(갈륨 질화물) 전력 소자를 출시했습니다. https://slicast.com/article/1eprfz7 Slicast en 2026-09-30T15:11:00.000Z Cerebras stock declined 7% amid speculation about OpenAI's inference models and concerns about accelerator competition from Groq and others. https://slicast.com/zh/article/1eprfz7 Slicast zh-cn 2026-09-30T15:11:00.000Z Cerebras股价下跌7%,受到对OpenAI推理模型的推测以及来自Groq等厂商的加速器竞争顾虑的影响。 https://slicast.com/ko/article/1eprfz7 Slicast ko 2026-09-30T15:11:00.000Z Cerebras 주가는 OpenAI 추론 모델에 대한 추측과 Groq 등 다른 기업들로부터의 가속기 경쟁 우려 속에서 7% 하락했다. https://slicast.com/article/yd86md Slicast en 2026-09-30T15:09:06.000Z Applied Digital (APLD) stock may move ±12% on Q4 earnings report, reflecting investor sensitivity to compute capacity demand signals. https://slicast.com/zh/article/yd86md Slicast zh-cn 2026-09-30T15:09:06.000Z Applied Digital(APLD)股票可能因Q4财报而上下波动12%,反映投资者对计算容量需求信号的敏感性。 https://slicast.com/ko/article/yd86md Slicast ko 2026-09-30T15:09:06.000Z Applied Digital (APLD) 주가는 Q4 실적 보고서에서 컴퓨팅 수용량 수요 신호에 대한 투자자 민감도를 반영하여 ±12% 변동할 수 있습니다. https://slicast.com/article/nr2prx Slicast en 2026-09-30T15:04:29.000Z AI datacenters are reshaping electrical grid infrastructure through distributed demand, interconnection requirements, and power-purchase agreement negotiations. https://slicast.com/zh/article/nr2prx Slicast zh-cn 2026-09-30T15:04:29.000Z AI数据中心通过分布式需求、互连要求和购电协议谈判重塑电力电网基础设施。 https://slicast.com/ko/article/nr2prx Slicast ko 2026-09-30T15:04:29.000Z AI 데이터센터는 분산된 수요, 상호 연결 요건, 전력 구매 계약 협상을 통해 전력망 인프라를 재편하고 있습니다. https://slicast.com/article/1xt7tsm Slicast en 2026-09-30T15:00:00.000Z CoreWeave has embedded Nvidia compute, networking, and software into its cloud platform to optimize for agentic AI inference workloads. https://slicast.com/zh/article/1xt7tsm Slicast zh-cn 2026-09-30T15:00:00.000Z CoreWeave已将Nvidia计算、网络和软件嵌入其云平台,以优化代理型AI推理工作负载。 https://slicast.com/ko/article/1xt7tsm Slicast ko 2026-09-30T15:00:00.000Z CoreWeave는 Nvidia compute, 네트워킹, 소프트웨어를 클라우드 플랫폼에 내장하여 에이전트 AI 추론 워크로드에 최적화했습니다. https://slicast.com/article/1k1y5py Slicast en 2026-09-30T15:00:00.000Z Regulatory compliance requirements for data residency are forcing HPE and Nvidia to address where AI infrastructure and training data physically resides. https://slicast.com/zh/article/1k1y5py Slicast zh-cn 2026-09-30T15:00:00.000Z 数据驻留的监管合规要求正迫使HPE和Nvidia解决AI基础设施和训练数据物理位置的问题。 https://slicast.com/ko/article/1k1y5py Slicast ko 2026-09-30T15:00:00.000Z 데이터 거주 규정 준수 요구사항이 HPE와 Nvidia에게 AI 인프라와 학습 데이터의 물리적 위치를 해결하도록 강제하고 있다. https://slicast.com/article/1c825rw Slicast en 2026-09-30T15:00:00.000Z NGEN Mission Critical Launches Single-Accountability Service Model, Helping Data Center Developers Unlock Manufacturing Capacity for Power and Cooling Equipment https://slicast.com/zh/article/1c825rw Slicast zh-cn 2026-09-30T15:00:00.000Z NGEN Mission Critical推出单一责任服务模式，帮助数据中心开发者解锁电力和冷却设备制造产能 https://slicast.com/article/7szrlm Slicast en 2026-09-30T14:58:31.000Z Indonesian Governor has ordered a halt to BDx AI datacenter over missing permits, blocking a planned megawatt-scale deployment. https://slicast.com/zh/article/7szrlm Slicast zh-cn 2026-09-30T14:58:31.000Z 印度尼西亚州长因许可证缺失而下令停止BDx AI数据中心,阻止了计划中的超大规模部署。 https://slicast.com/ko/article/7szrlm Slicast ko 2026-09-30T14:58:31.000Z 인도네시아 주지사가 허가 부족으로 BDx AI 데이터센터 운영 중단을 명령했으며, 계획 중인 메가와트 규모 배포를 차단했다. https://slicast.com/article/1hjx4c1 Slicast en 2026-09-30T14:53:13.000Z Proposed import restrictions on Micron and other HBM suppliers could disrupt Nvidia and Google's AI accelerator supply chains. https://slicast.com/zh/article/1hjx4c1 Slicast zh-cn 2026-09-30T14:53:13.000Z 对Micron和其他HBM供应商的建议进口限制可能中断Nvidia和Google的AI加速器供应链。 https://slicast.com/ko/article/1hjx4c1 Slicast ko 2026-09-30T14:53:13.000Z Micron 및 기타 HBM 공급업체에 대한 수입 제한 제안이 Nvidia와 Google의 AI 가속기 공급망을 방해할 수 있습니다. https://slicast.com/article/107uy1o Slicast en 2026-09-30T14:52:00.000Z Applied Digital trading at potentially elevated valuations despite a $36B future lease book and strong demand signals. https://slicast.com/zh/article/107uy1o Slicast zh-cn 2026-09-30T14:52:00.000Z 尽管拥有360亿美元的未来租赁账簿和强劲需求信号,Applied Digital的交易估值可能被高估。 https://slicast.com/ko/article/107uy1o Slicast ko 2026-09-30T14:52:00.000Z Applied Digital이 $36B 미래 리스 북과 강한 수요 신호에도 불구하고 잠재적으로 높은 밸류에이션으로 거래 중입니다. https://slicast.com/article/qkvtz5 Slicast en 2026-09-30T14:50:11.000Z Micron stock rose on anticipation of Q4 earnings, buoyed by strong AI infrastructure and memory demand signals. https://slicast.com/zh/article/qkvtz5 Slicast zh-cn 2026-09-30T14:50:11.000Z Micron股票因对Q4财报的预期而上升,受到AI基础设施和内存需求强劲信号的推动。 https://slicast.com/ko/article/qkvtz5 Slicast ko 2026-09-30T14:50:11.000Z 마이크론 주식이 Q4 실적 기대감 및 강한 AI 인프라와 메모리 수요 신호에 힘입어 상승했다. https://slicast.com/article/c4vthp Slicast en 2026-09-30T14:48:57.000Z Cerebras CEO Andrew Feldman is scheduled to discuss AI scaling strategies at TechCrunch Disrupt 2026. https://slicast.com/zh/article/c4vthp Slicast zh-cn 2026-09-30T14:48:57.000Z Cerebras首席执行官Andrew Feldman计划在TechCrunch Disrupt 2026大会上讨论AI扩展战略。 https://slicast.com/ko/article/c4vthp Slicast ko 2026-09-30T14:48:57.000Z Cerebras CEO Andrew Feldman이 TechCrunch Disrupt 2026에서 AI 확장 전략을 논의할 예정입니다. https://slicast.com/article/64ynet Slicast en 2026-09-30T14:45:00.000Z Apple patent renewal has competitive implications for Qualcomm, Astera Labs, Arista, and other interconnect suppliers in AI chip design. https://slicast.com/zh/article/64ynet Slicast zh-cn 2026-09-30T14:45:00.000Z Apple专利续约对Qualcomm、Astera Labs、Arista和其他AI芯片设计中的互连供应商有竞争影响。 https://slicast.com/ko/article/64ynet Slicast ko 2026-09-30T14:45:00.000Z Apple 특허 갱신은 Qualcomm, Astera Labs, Arista 및 기타 AI 칩 설계 상호연결 공급업체에 대한 경쟁 함의를 갖는다. https://slicast.com/article/5xwy2x Slicast en 2026-09-30T14:43:14.000Z Analyst sentiment shifted on AMD, Qualcomm, and other semiconductor firms amid AI chip competition and supply-side pressures. https://slicast.com/zh/article/5xwy2x Slicast zh-cn 2026-09-30T14:43:14.000Z 分析师情绪对AMD、Qualcomm和其他半导体公司的看法在AI芯片竞争和供应侧压力中有所转变。 https://slicast.com/ko/article/5xwy2x Slicast ko 2026-09-30T14:43:14.000Z AI 칩 경쟁과 공급 압박으로 AMD, Qualcomm 등 반도체 업체에 대한 분석가 감정이 변했습니다. https://slicast.com/article/14hms4w Slicast en 2026-09-30T14:37:24.000Z DeepSeek and Huawei release TileLang, an open-source programming language for Huawei's Ascend AI chips. https://slicast.com/zh/article/14hms4w Slicast zh-cn 2026-09-30T14:37:24.000Z DeepSeek 和华为发布 TileLang，这是为华为 Ascend AI 芯片设计的开源编程语言。 https://slicast.com/ko/article/14hms4w Slicast ko 2026-09-30T14:37:24.000Z DeepSeek과 Huawei가 Huawei의 Ascend AI 칩용 오픈소스 프로그래밍 언어인 TileLang을 공개했다. https://slicast.com/article/9ck166 Slicast en 2026-09-30T14:32:36.000Z Long-term AI data-center leases are stretching to 20 years as power availability becomes the limiting factor in site selection. https://slicast.com/zh/article/9ck166 Slicast zh-cn 2026-09-30T14:32:36.000Z AI 数据中心长期租赁合同延伸至 20 年，电力可用性成为选址的决定性因素。 https://slicast.com/ko/article/9ck166 Slicast ko 2026-09-30T14:32:36.000Z 전력 가용성이 부지 선정의 제약 요소가 되면서 AI 데이터센터 장기 임차가 20년으로 연장되고 있습니다. https://slicast.com/article/17pr2pi Slicast en 2026-09-30T14:32:00.000Z AI Data Center Leases Stretch to 20 Years as Power Becomes the Asset https://slicast.com/zh/article/17pr2pi Slicast zh-cn 2026-09-30T14:32:00.000Z AI数据中心租赁期延长至20年，电力成为资产 https://slicast.com/article/awql8q Slicast en 2026-09-30T14:30:00.000Z Transmart Advances Soft Magnetic Core Technology for High-Frequency Power and AI Data Center Applications https://slicast.com/zh/article/awql8q Slicast zh-cn 2026-09-30T14:30:00.000Z Transmart推进高频电源和AI数据中心应用软磁芯技术 https://slicast.com/article/b1wj3v Slicast en 2026-09-30T14:26:39.000Z Data Center Chillers Market Size, Share, Growth, https://slicast.com/zh/article/b1wj3v Slicast zh-cn 2026-09-30T14:26:39.000Z 数据中心冷却器市场规模、份额、增长 https://slicast.com/article/nkfu73 Slicast en 2026-09-30T14:17:02.000Z CoreWeave launches Forge, a full-stack AI cloud platform positioning itself to compete directly with hyperscalers for enterprise workloads. https://slicast.com/zh/article/nkfu73 Slicast zh-cn 2026-09-30T14:17:02.000Z CoreWeave 推出 Forge，这是一个全栈 AI 云平台，直接与超大规模云厂商竞争企业工作负载。 https://slicast.com/ko/article/nkfu73 Slicast ko 2026-09-30T14:17:02.000Z CoreWeave가 풀스택 AI 클라우드 플랫폼 Forge를 출시했습니다. 엔터프라이즈 워크로드 영역에서 하이퍼스케일러들과 직접 경쟁할 수 있도록 포지셔닝되었습니다. https://slicast.com/article/2spi6q Slicast en 2026-09-30T14:00:45.000Z ZutaCore partners with Options Technology to deploy liquid cooling across 40 data centers in financial services. https://slicast.com/zh/article/2spi6q Slicast zh-cn 2026-09-30T14:00:45.000Z ZutaCore 与 Options Technology 合作，在其 40 个金融服务数据中心部署液冷技术。 https://slicast.com/ko/article/2spi6q Slicast ko 2026-09-30T14:00:45.000Z ZutaCore가 Options Technology와 협력하여 금융 서비스 분야의 40개 데이터센터에 액체냉각을 배포합니다. https://slicast.com/article/1c4n4qs Slicast en 2026-09-30T14:00:00.000Z ArcLight Completes Acquisition of 50% Stake in 5.4 GW Diversified Power Infrastructure Portfolio https://slicast.com/zh/article/1c4n4qs Slicast zh-cn 2026-09-30T14:00:00.000Z ArcLight完成对5.4GW多元化电力基础设施投资组合50%股权收购 https://slicast.com/article/hl3gdn Slicast en 2026-09-30T13:52:44.000Z Anthropic has locked in 2.5 GW of Nvidia capacity, including Vera Rubin GPUs, underpinning Nvidia's estimated $40B annual revenue per gigawatt of allocation. https://slicast.com/zh/article/hl3gdn Slicast zh-cn 2026-09-30T13:52:44.000Z Anthropic 锁定了 2.5 GW 的英伟达产能，包括 Vera Rubin GPU，支撑英伟达每 GW 产能约 40 亿美元的年收入。 https://slicast.com/ko/article/hl3gdn Slicast ko 2026-09-30T13:52:44.000Z Anthropic이 Vera Rubin GPU를 포함한 Nvidia의 2.5GW 용량을 확보했으며, 이는 Nvidia의 기가와트 할당당 추정 연간 수익 $40B를 뒷받침한다. https://slicast.com/article/10q88m8 Slicast en 2026-09-30T13:50:32.000Z Burnham grid infrastructure changes may allow data centers to bypass power queue delays, addressing bottlenecks in UK AI capacity buildout. https://slicast.com/zh/article/10q88m8 Slicast zh-cn 2026-09-30T13:50:32.000Z Burnham 电网基础设施变化可能让数据中心绕过电力接入排队延迟，缓解英国 AI 容量建设的瓶颈。 https://slicast.com/ko/article/10q88m8 Slicast ko 2026-09-30T13:50:32.000Z 번햄 그리드 인프라 변경으로 데이터 센터가 전력 대기 지연을 우회할 수 있게 되어 영국 AI 용량 구축의 병목을 해결할 수 있습니다. https://slicast.com/article/10bg797 Slicast en 2026-09-30T13:48:55.000Z PJM, the US's largest grid operator, has delayed power-supply auctions and is facing scrutiny from FERC over reserve margin targets amid aggressive data-center growth. https://slicast.com/zh/article/10bg797 Slicast zh-cn 2026-09-30T13:48:55.000Z 美国最大电网运营商 PJM 延迟了电力供应招标，因数据中心激增导致备用容量目标受压，遭 FERC 审查。 https://slicast.com/ko/article/10bg797 Slicast ko 2026-09-30T13:48:55.000Z 미국 최대 전력망 운영자인 PJM이 전력 공급 경매를 지연했으며, 공격적인 데이터센터 성장 가운데 예비율 목표를 두고 FERC의 정밀 조사에 직면해 있습니다. https://slicast.com/article/1dum6r8 Slicast en 2026-09-30T13:48:45.000Z Trane and LiquidStack launch a 2.5 MW cooling distribution unit, with shipments starting Q2 2027. https://slicast.com/zh/article/1dum6r8 Slicast zh-cn 2026-09-30T13:48:45.000Z Trane 和 LiquidStack 推出 2.5 MW 冷却分配单元，2027 年第二季度开始发货。 https://slicast.com/ko/article/1dum6r8 Slicast ko 2026-09-30T13:48:45.000Z Trane과 LiquidStack이 2.5 MW 냉각 분배 장치를 출시하며, Q2 2027부터 배송이 시작됩니다. https://slicast.com/article/gsli7u Slicast en 2026-09-30T13:46:40.000Z Synopsys and Amazon expand their partnership with a multi-year, $1B+ agreement for custom AI chip design and silicon IP. https://slicast.com/zh/article/gsli7u Slicast zh-cn 2026-09-30T13:46:40.000Z Synopsys 与亚马逊扩展合作，签署多年 10 亿美元以上协议，用于定制 AI 芯片设计和硅知识产权。 https://slicast.com/ko/article/gsli7u Slicast ko 2026-09-30T13:46:40.000Z Synopsys와 Amazon이 맞춤형 AI 칩 설계 및 실리콘 IP를 위한 $1B 이상의 다년간 계약으로 파트너십을 확대합니다. https://slicast.com/article/9n8yyq Slicast en 2026-09-30T13:26:00.000Z AI inference workloads are now the largest driver of NAND flash demand, surpassing smartphone consumption for the first time as data-center storage requirements intensify. https://slicast.com/zh/article/9n8yyq Slicast zh-cn 2026-09-30T13:26:00.000Z AI 推理工作负载已成为 NAND 闪存需求的最大驱动力，首次超过智能手机消耗，因数据中心存储需求激增。 https://slicast.com/ko/article/9n8yyq Slicast ko 2026-09-30T13:26:00.000Z AI 추론 워크로드가 이제 NAND 플래시 수요의 가장 큰 주도 요인으로, 데이터센터 스토리지 요구 사항이 심화되면서 처음으로 스마트폰 소비를 넘어섰다. https://slicast.com/article/1in14ak Slicast en 2026-09-30T13:17:45.000Z Saudi Arabia government allocates 14 GW of power infrastructure dedicated to AI data center deployment https://slicast.com/zh/article/1in14ak Slicast zh-cn 2026-09-30T13:17:45.000Z 沙特政府为AI数据中心部署分配14GW电力基础设施 https://slicast.com/article/12gwfi Slicast en 2026-09-30T13:00:36.000Z Optical interconnect startup CScale raised $145 million in Series C funding from Nvidia and Intel. https://slicast.com/zh/article/12gwfi Slicast zh-cn 2026-09-30T13:00:36.000Z 光学互连创业公司CScale从Nvidia和Intel完成C轮融资，融资金额1.45亿美元。 https://slicast.com/ko/article/12gwfi Slicast ko 2026-09-30T13:00:36.000Z 광학 상호연결 스타트업 CScale이 Nvidia와 Intel로부터 Series C 펀딩으로 1억 4,500만 달러를 모금했다. https://slicast.com/article/yzqrbv Slicast en 2026-09-30T13:00:35.000Z CoreWeave is now offering Nvidia's Vera Rubin NVL72 GPU cluster at production scale, with Cognition as an early customer. https://slicast.com/zh/article/yzqrbv Slicast zh-cn 2026-09-30T13:00:35.000Z CoreWeave已开始提供Nvidia最新的Vera Rubin NVL72 GPU集群，Cognition是首批客户。 https://slicast.com/ko/article/yzqrbv Slicast ko 2026-09-30T13:00:35.000Z CoreWeave가 Nvidia의 Vera Rubin NVL72 GPU 클러스터를 상용 규모로 제공 중이며, Cognition이 초기 고객입니다. https://slicast.com/article/1af8fks Slicast en 2026-09-30T13:00:00.000Z CoreWeave delivers Nvidia Vera Rubin NVL72 GPUs to production scale; Cognition is early customer https://slicast.com/zh/article/1af8fks Slicast zh-cn 2026-09-30T13:00:00.000Z CoreWeave将Nvidia Vera Rubin NVL72 GPU交付至生产规模,Cognition为早期客户 https://slicast.com/article/6bkvyq Slicast en 2026-09-30T13:00:00.000Z CScale Exits Stealth With $145 Million to Build the Interconnect for Gigawatt-Scale AI https://slicast.com/zh/article/6bkvyq Slicast zh-cn 2026-09-30T13:00:00.000Z CScale融资$1.45亿推出吉瓦级AI互联架构 https://slicast.com/article/b144kl Slicast en 2026-09-30T12:45:38.000Z Everspin demonstrated CXL-connected MRAM at SNIA Developer Conference with write speeds up to 100x faster than NAND-based SSDs and readiness for customer testing. https://slicast.com/zh/article/b144kl Slicast zh-cn 2026-09-30T12:45:38.000Z Everspin在SNIA开发者大会展示了CXL连接的MRAM芯片，写入速度较NAND固态硬盘快100倍，已准备好接受客户工作负载测试。 https://slicast.com/ko/article/b144kl Slicast ko 2026-09-30T12:45:38.000Z Everspin이 SNIA Developer Conference에서 CXL 연결 MRAM을 시연했으며, NAND 기반 SSD보다 쓰기 속도가 최대 100배 빠르고 고객 테스트 준비가 완료되었습니다. https://slicast.com/article/15lzcb0 Slicast en 2026-09-30T12:40:25.000Z Finland is abandoning first-come, first-served grid connections for data centers, instead reallocating priority based on four new groupings. https://slicast.com/zh/article/15lzcb0 Slicast zh-cn 2026-09-30T12:40:25.000Z 芬兰放弃先到先得的电网连接分配方式，改为按四种分组重新分配优先级。 https://slicast.com/ko/article/15lzcb0 Slicast ko 2026-09-30T12:40:25.000Z 핀란드는 데이터 센터의 선착순 그리드 연결을 포기하고, 대신 네 개의 새로운 그룹에 기반하여 우선순위를 재할당하고 있다. https://slicast.com/article/1hcmlf5 Slicast en 2026-09-30T12:32:28.000Z Broadcom has opened its Singapore substrate manufacturing plant, a key component for advanced silicon packaging amid Beijing regulatory review of the company. https://slicast.com/zh/article/1hcmlf5 Slicast zh-cn 2026-09-30T12:32:28.000Z Broadcom位于新加坡的基板制造工厂已投入运营，这是先进硅封装的关键器件，同时中国正在审查该公司运营。 https://slicast.com/ko/article/1hcmlf5 Slicast ko 2026-09-30T12:32:28.000Z Broadcom이 첨단 실리콘 패키징의 핵심 부품인 싱가포르 기판 제조 시설을 개설했으며, 베이징 규제 검토가 진행 중입니다. https://slicast.com/article/n9tj23 Slicast en 2026-09-30T12:30:27.000Z Australia's CDC (Canberra Data Centers) is planning a gigawatt-scale data center campus with four single-story buildings in Wagga Wagga, outside traditional NSW hubs. https://slicast.com/zh/article/n9tj23 Slicast zh-cn 2026-09-30T12:30:27.000Z 澳大利亚Canberra Data Centers公司计划在瓦格瓦格建设吉瓦级数据中心园区，包含四栋单层建筑，地点在传统的悉尼和堪培拉中心外。 https://slicast.com/ko/article/n9tj23 Slicast ko 2026-09-30T12:30:27.000Z Australia's CDC (Canberra Data Centers)는 NSW의 전통적 허브 외부 Wagga Wagga에 4동의 단층 건물로 구성된 기가와트급 데이터센터 캠퍼스 조성을 계획하고 있다. https://slicast.com/article/zwho6s Slicast en 2026-09-30T12:21:26.000Z Kuching is upgrading its power grid to support future data center development alongside airport and deep-sea port projects. https://slicast.com/zh/article/zwho6s Slicast zh-cn 2026-09-30T12:21:26.000Z 古晋市正升级电网以支持未来的数据中心建设，同时还在推进机场和深海港口项目。 https://slicast.com/ko/article/zwho6s Slicast ko 2026-09-30T12:21:26.000Z Kuching은 향후 데이터센터 개발과 공항, 심해항 프로젝트를 지원하기 위해 전력망을 업그레이드하고 있습니다. https://slicast.com/article/hwpv6h Slicast en 2026-09-30T12:15:42.000Z Aterio flags significant delay risks for Oracle's 1.3 GW Wisconsin AI data center mega-campus. https://slicast.com/zh/article/hwpv6h Slicast zh-cn 2026-09-30T12:15:42.000Z 分析师Aterio警告Oracle在威斯康辛州建设的1.3吉瓦AI数据中心超大园区面临重大延误风险。 https://slicast.com/ko/article/hwpv6h Slicast ko 2026-09-30T12:15:42.000Z Aterio가 Oracle의 1.3 GW Wisconsin AI 데이터센터 메가캠퍼스의 상당한 지연 위험을 지적했다. https://slicast.com/article/wfn7t0 Slicast en 2026-09-30T12:15:24.000Z OpenAI raises new funding round at $1.4 trillion valuation https://slicast.com/zh/article/wfn7t0 Slicast zh-cn 2026-09-30T12:15:24.000Z OpenAI 新一轮融资估值达 1.4 万亿美元 https://slicast.com/article/1688rvs Slicast en 2026-09-30T12:15:00.000Z Aterio Flags Delay Risk for Oracle’s 1.3 GW Wisconsin Data Center https://slicast.com/zh/article/1688rvs Slicast zh-cn 2026-09-30T12:15:00.000Z Aterio为Oracle 1.3GW威斯康辛数据中心提示延期风险 https://slicast.com/article/9sfoo0 Slicast en 2026-09-30T12:10:32.000Z Amazon has signed a power purchase agreement with Statkraft for a windfarm in Shetland, Scotland, adding to existing UK wind PPAs. https://slicast.com/zh/article/9sfoo0 Slicast zh-cn 2026-09-30T12:10:32.000Z Amazon与Statkraft签订购电协议，采购位于苏格兰设得兰群岛风电场的电力，是Amazon在英国可再生能源协议的进一步扩展。 https://slicast.com/ko/article/9sfoo0 Slicast ko 2026-09-30T12:10:32.000Z Amazon이 Shetland, Scotland 풍력 발전소를 위해 Statkraft와 전력 구매 계약을 체결했으며, 기존 UK 풍력 PPA에 추가됐다. https://slicast.com/article/rdhg90 Slicast en 2026-09-30T12:07:57.000Z SpaceX could double the number of Nvidia chips deployed in Colossus 2 (its xAI training cluster), according to market analysis. https://slicast.com/zh/article/rdhg90 Slicast zh-cn 2026-09-30T12:07:57.000Z 根据市场分析，SpaceX可能会加倍Colossus 2（其xAI训练集群）中部署的Nvidia芯片数量。 https://slicast.com/ko/article/rdhg90 Slicast ko 2026-09-30T12:07:57.000Z 시장 분석에 따르면 SpaceX는 Colossus 2(xAI 학습 클러스터)에 배포된 Nvidia 칩의 개수를 두 배로 늘릴 수 있다. https://slicast.com/article/191ahq9 Slicast en 2026-09-30T12:02:00.000Z Nebius is pursuing another Israeli acquisition in the $100–150 million range, expanding its portfolio of specialized AI infrastructure companies. https://slicast.com/zh/article/191ahq9 Slicast zh-cn 2026-09-30T12:02:00.000Z Nebius正在进行另一项以1亿至1.5亿美元收购以色列公司的交易，进一步扩展其AI基础设施公司投资组合。 https://slicast.com/ko/article/191ahq9 Slicast ko 2026-09-30T12:02:00.000Z Nebius는 1억~1억 5천만 달러 규모의 또 다른 이스라엘 인수를 추진 중이며, 특화된 인공지능 인프라 기업 포트폴리오를 확대하고 있습니다. https://slicast.com/article/znamvu Slicast en 2026-09-30T12:00:00.000Z Data center asset-backed securities (ABS) are flashing warning signs over the supply of AI-related debt, signaling stress in capital markets for data center financing. https://slicast.com/zh/article/znamvu Slicast zh-cn 2026-09-30T12:00:00.000Z 数据中心资产支持证券市场对AI相关债务供应出现警示信号，反映数据中心融资资本市场的压力。 https://slicast.com/ko/article/znamvu Slicast ko 2026-09-30T12:00:00.000Z 데이터 센터 자산담보부 증권(ABS)이 AI 관련 채무 공급을 둘러싼 경고 신호를 보내고 있으며, 데이터 센터 자금 조달 자본 시장의 스트레스를 드러내고 있다. https://slicast.com/article/127gye1 Slicast en 2026-09-30T12:00:00.000Z MICRON TECHNOLOGY INC files 8-K: results of operations https://slicast.com/zh/article/127gye1 Slicast zh-cn 2026-09-30T12:00:00.000Z MICRON TECHNOLOGY INC 提交 8-K：重大事件 https://slicast.com/article/19ypng2 Slicast en 2026-09-30T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/19ypng2 Slicast zh-cn 2026-09-30T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1v2joyy Slicast en 2026-09-30T12:00:00.000Z Fusion Capital Partners Announces Partnership with Pioneer Power Group https://slicast.com/zh/article/1v2joyy Slicast zh-cn 2026-09-30T12:00:00.000Z Fusion Capital Partners宣布与Pioneer Power Group建立伙伴关系 https://slicast.com/article/6eh9wi Slicast en 2026-09-30T11:59:59.000Z Google is named as a customer for Crusoe's data center campus in Amarillo, Texas, which spans at least six single-story buildings. https://slicast.com/zh/article/6eh9wi Slicast zh-cn 2026-09-30T11:59:59.000Z Google被披露为Crusoe位于得州阿马里洛数据中心园区的客户，该园区包含至少六栋单层建筑。 https://slicast.com/ko/article/6eh9wi Slicast ko 2026-09-30T11:59:59.000Z Google이 Amarillo, Texas의 Crusoe 데이터센터 캠퍼스의 고객으로 명시되었고, 이 캠퍼스는 최소 6개의 단층 건물을 포함한다. https://slicast.com/article/es1ssc Slicast en 2026-09-30T11:46:00.000Z HPE Secures Its First AMD Helios Order in $1.2 Billion Deal With Vultr https://slicast.com/zh/article/es1ssc Slicast zh-cn 2026-09-30T11:46:00.000Z HPE与Vultr达成$12亿交易获得首个AMD Helios订单 https://slicast.com/article/1sch4ez Slicast en 2026-09-30T10:45:00.000Z Jacobs to deploy data center digital twin for NVIDIA’s R&D facility https://slicast.com/zh/article/1sch4ez Slicast zh-cn 2026-09-30T10:45:00.000Z Jacobs为NVIDIA研发设施部署数据中心数字孪生 https://slicast.com/article/qspb2m Slicast en 2026-09-30T10:00:00.000Z Antin to Sell Vicinity Energy to Harrison Street Asset Management https://slicast.com/zh/article/qspb2m Slicast zh-cn 2026-09-30T10:00:00.000Z Antin出售Vicinity Energy给Harrison Street Asset Management https://slicast.com/article/1g2tl39 Slicast en 2026-09-30T09:22:00.000Z INTSIG Showcases TextIn's Enterprise Document AI at Cloud & AI Infrastructure Asia 2026 https://slicast.com/zh/article/1g2tl39 Slicast zh-cn 2026-09-30T09:22:00.000Z INTSIG在Cloud & AI Infrastructure Asia 2026展示TextIn企业文档AI https://slicast.com/article/el06mj Slicast en 2026-09-30T04:51:00.000Z Sophia Space and Redwire Team Up to Advance Orbital Data Center Infrastructure https://slicast.com/zh/article/el06mj Slicast zh-cn 2026-09-30T04:51:00.000Z Sophia Space和Redwire联手推进轨道数据中心基础设施 https://slicast.com/commentary/ge-vernova-2026-09-29 Slicast en 2026-09-29T21:42:36.598Z GE Vernova BWRX-300, September 2026: First US Construction Permit Opens the Nuclear Path to AI Data Centers https://slicast.com/zh/commentary/ge-vernova-2026-09-29 Slicast zh-cn 2026-09-29T21:42:36.598Z GE Vernova BWRX-300首获美国建设许可证，2026年9月：核电通往数据中心的路径加速明朗 https://slicast.com/commentary/anthropic-2026-09-29 Slicast en 2026-09-29T21:33:45.042Z Anthropic IPO Filing, September 2026: $518 Billion in AI Infrastructure Commitments, Largely Non-Cancelable https://slicast.com/zh/commentary/anthropic-2026-09-29 Slicast zh-cn 2026-09-29T21:33:45.042Z Anthropic IPO申报文件，2026年9月：5180亿美元AI基础设施承诺，大部分不可取消 https://slicast.com/article/f3wm8w Slicast en 2026-09-29T21:30:00.000Z Sandisk to Report First Quarter Fiscal Year 2027 Results on October 29, 2026 https://slicast.com/zh/article/f3wm8w Slicast zh-cn 2026-09-29T21:30:00.000Z 闪迪将于2026年10月29日报告2027财年第一季度业绩 https://slicast.com/commentary/megaport-2026-09-29 Slicast en 2026-09-29T21:24:39.381Z Megaport stock surge, September 2026 https://slicast.com/zh/commentary/megaport-2026-09-29 Slicast zh-cn 2026-09-29T21:24:39.381Z Megaport股价异动，2026年9月 https://slicast.com/brief/2026-09-30 Slicast en 2026-09-29T21:19:30.625Z Latest AI Infrastructure News: September 30, 2026 https://slicast.com/zh/brief/2026-09-30 Slicast zh-cn 2026-09-29T21:19:30.625Z AI 基础设施新闻早报 · 2026年9月30日 https://slicast.com/ko/brief/2026-09-30 Slicast ko 2026-09-29T21:19:30.625Z 최신 AI 인프라 뉴스 · 2026년 9월 30일 https://slicast.com/article/frdefv Slicast en 2026-09-29T21:11:00.000Z Navigating GPU Export Controls and AI Use Restrictions in Data Center Operations https://slicast.com/zh/article/frdefv Slicast zh-cn 2026-09-29T21:11:00.000Z BIS 将 NVIDIA H200 对华审查政策改为"逐案审查",国会推进多项出口管制立法 https://slicast.com/article/jv955b Slicast en 2026-09-29T21:10:00.000Z Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 https://slicast.com/zh/article/jv955b Slicast zh-cn 2026-09-29T21:10:00.000Z Marvell 在 ECOC 2026 发布全球首批 2nm 光电技术演示,推出 400G/lane 及 102.4T CPO 平台 https://slicast.com/article/vksbqo Slicast en 2026-09-29T21:09:00.000Z Nvidia's 16-layer HBM push raises stakes for memory chip-makers https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-09-29T21:09:00.000Z NVIDIA 向 SK Hynix/Samsung/Micron 询盘 16 层 HBM4,目标 Q4 交付,暂无合同 https://slicast.com/article/d3gg79 Slicast en 2026-09-29T21:07:00.000Z IREN Limited Q4 2026 Earnings Call Summary https://slicast.com/zh/article/d3gg79 Slicast zh-cn 2026-09-29T21:07:00.000Z IREN Q4 FY26:AI 云营收 $7050 万,FY26 全年 AI 云增长近 8 倍至 $1.288 亿,净亏 $6.84 亿 https://slicast.com/article/1hici9z Slicast en 2026-09-29T21:06:00.000Z CoreWeave Continues to Contract New Compute Capacity at Higher Prices https://slicast.com/zh/article/1hici9z Slicast zh-cn 2026-09-29T21:06:00.000Z CoreWeave Q3 短期合同报价 $40M/MW,新增承诺逾 $250 亿,总签约电力升至 4.2 GW https://slicast.com/article/rootdo Slicast en 2026-09-29T21:05:00.000Z Nscale Files Registration Statement for Proposed Initial Public Offering https://slicast.com/zh/article/rootdo Slicast zh-cn 2026-09-29T21:05:00.000Z Nscale 提交 NYSE S-1:H1 营收 $1.406 亿(同比+1252%),合同总价值 $1034 亿,净亏 $10.2 亿 https://slicast.com/article/3y1w8x Slicast en 2026-09-29T21:04:00.000Z Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure company Helix https://slicast.com/zh/article/3y1w8x Slicast zh-cn 2026-09-29T21:04:00.000Z Samsung 联合六家子公司向 KKR/NVIDIA 旗下 Helix 投资 $10 亿 https://slicast.com/article/1moczkz Slicast en 2026-09-29T21:03:00.000Z NVIDIA's Reported $50B Lease and the Nuclear-Powered AI Factory https://slicast.com/zh/article/1moczkz Slicast zh-cn 2026-09-29T21:03:00.000Z NVIDIA 以 $196 亿租约切入基础设施地主赛道:Hut 8 德州 1 GW 园区 + Ohio 10 GW 担保 $1050 亿 https://slicast.com/article/66qjsy Slicast en 2026-09-29T21:02:00.000Z Neocloud Stocks Fall as Selling Extends After a Week of Research Notes https://slicast.com/zh/article/66qjsy Slicast zh-cn 2026-09-29T21:02:00.000Z Redburn 以"Sell"启动覆盖 CoreWeave 与 Nebius,neocloud 板块连日承压 https://slicast.com/article/avhh24 Slicast en 2026-09-29T21:01:00.000Z Nebius Is Raising the Price of Its AI Compute on Oct. 1. Here's What That Says About the Shortage. https://slicast.com/zh/article/avhh24 Slicast zh-cn 2026-09-29T21:01:00.000Z Nebius 明日起涨价 17–21%:H100 升至 $4.50/小时,B300 升至 $9.50 https://slicast.com/article/2jeexh Slicast en 2026-09-29T20:55:00.000Z GE Vernova has emerged as the leader in the U.S. small modular reactor race for data center power supply. https://slicast.com/zh/article/2jeexh Slicast zh-cn 2026-09-29T20:55:00.000Z GE Vernova已成为美国数据中心核电竞争中的小型模块化反应堆领先者。 https://slicast.com/ko/article/2jeexh Slicast ko 2026-09-29T20:55:00.000Z GE Vernova는 데이터 센터 전력 공급을 위한 미국 소형 모듈식 원자로 경쟁에서 선두 주자로 부상했다. https://slicast.com/article/1skln6w Slicast en 2026-09-29T20:32:20.000Z AMD is acquiring World Labs (founded by AI pioneer Fei-Fei Li) for $8.2 billion, adding proprietary AI software capabilities to its semiconductor portfolio. https://slicast.com/zh/article/1skln6w Slicast zh-cn 2026-09-29T20:32:20.000Z AMD以82亿美元收购由AI先驱Fei-Fei Li创立的World Labs，为其半导体组合增加专有AI软件能力。 https://slicast.com/ko/article/1skln6w Slicast ko 2026-09-29T20:32:20.000Z AMD가 AI 선구자 Fei-Fei Li가 설립한 World Labs를 $8.2 billion에 인수하여 반도체 포트폴리오에 독점 AI 소프트웨어 역량을 추가합니다. https://slicast.com/article/4p9rs5 Slicast en 2026-09-29T20:04:23.000Z Baseten announced a partnership with OpenAI to offer open-model inference through the OpenAI B2B Marketplace. https://slicast.com/zh/article/4p9rs5 Slicast zh-cn 2026-09-29T20:04:23.000Z Baseten宣布与OpenAI合作，通过OpenAI B2B Marketplace提供开源模型推理服务。 https://slicast.com/article/17hin5l Slicast en 2026-09-29T19:40:49.000Z Cerebras announced a 100MW AI infrastructure deployment deal with Gimlet Labs, positioning itself as a key inference accelerator provider. https://slicast.com/zh/article/17hin5l Slicast zh-cn 2026-09-29T19:40:49.000Z Cerebras宣布与Gimlet Labs达成100MW AI基础设施部署协议，确立其作为关键推理加速器供应商的地位。 https://slicast.com/ko/article/17hin5l Slicast ko 2026-09-29T19:40:49.000Z Cerebras가 Gimlet Labs와 100MW AI 인프라 배포 거래를 발표했으며, 주요 추론 가속기 공급업체로 자리잡고 있습니다. https://slicast.com/article/1klxjy5 Slicast en 2026-09-29T19:31:06.000Z Argentina's data center expansion ambitions are encountering power grid capacity constraints, limiting deployment options in the region. https://slicast.com/zh/article/1klxjy5 Slicast zh-cn 2026-09-29T19:31:06.000Z 阿根廷的数据中心扩张计划遭遇电力网络产能限制，限制了该地区的部署选项。 https://slicast.com/article/1wmt1y0 Slicast en 2026-09-29T19:30:08.000Z A billionaire investor has taken a significant stake in Applied Digital (APLD), one of the leading independent GPU infrastructure providers. https://slicast.com/zh/article/1wmt1y0 Slicast zh-cn 2026-09-29T19:30:08.000Z 一位亿万富翁投资者对Applied Digital (APLD)进行了重大投资，该公司是领先的独立GPU基础设施供应商。 https://slicast.com/ko/article/1wmt1y0 Slicast ko 2026-09-29T19:30:08.000Z 억만장자 투자자가 주요 독립 GPU 인프라 제공업체 중 하나인 Applied Digital(APLD)에 상당한 지분을 확보했다. https://slicast.com/article/1lujr6r Slicast en 2026-09-29T19:28:13.000Z SEMIFIVE signed a $52 million AI chip development deal with a U.S. company, expanding custom ASIC solutions for specialized AI workloads. https://slicast.com/zh/article/1lujr6r Slicast zh-cn 2026-09-29T19:28:13.000Z SEMIFIVE与美国公司签署5200万美元AI芯片开发协议，扩展专业AI工作负载的定制ASIC解决方案。 https://slicast.com/ko/article/1lujr6r Slicast ko 2026-09-29T19:28:13.000Z SEMIFIVE가 미국 기업과 $52 million 규모의 AI 칩 개발 계약을 체결하여 특화된 AI 워크로드용 맞춤형 ASIC 솔루션을 확대한다. https://slicast.com/article/kx8et Slicast en 2026-09-29T19:16:39.000Z SK Hynix stock rose as Bernstein issued a research update and revised its analyst target on the HBM memory supplier. https://slicast.com/zh/article/kx8et Slicast zh-cn 2026-09-29T19:16:39.000Z SK Hynix股价上升，同时Bernstein发布研究更新并修订其对HBM内存供应商的分析师目标价。 https://slicast.com/article/y0ic93 Slicast en 2026-09-29T19:02:00.000Z Regulators issued the first U.S. construction permit for a GE Vernova/Hitachi small modular reactor, accelerating the path to nuclear power for data centers. https://slicast.com/zh/article/y0ic93 Slicast zh-cn 2026-09-29T19:02:00.000Z 监管部门为GE Vernova/Hitachi小型模块化反应堆颁发首份美国建设许可证，加速了数据中心核电的路径。 https://slicast.com/ko/article/y0ic93 Slicast ko 2026-09-29T19:02:00.000Z 규제당국이 GE Vernova/Hitachi 소형 모듈식 원자로에 대한 첫 번째 미국 건설 허가를 발급했으며, 이는 데이터 센터를 위한 원자력 전력 도입을 가속화한다. https://slicast.com/article/1lsoetw Slicast en 2026-09-29T18:59:21.000Z AMD announced Gorgon Halo GPU pricing at $6,799 for the 192GB variant, highlighting the cost premium of high-memory accelerators for enterprise inference. https://slicast.com/zh/article/1lsoetw Slicast zh-cn 2026-09-29T18:59:21.000Z AMD公布Gorgon Halo GPU的192GB版本定价为6,799美元，突出了企业推理高内存加速器的成本溢价。 https://slicast.com/article/v6pkm4 Slicast en 2026-09-29T18:51:48.000Z General Compute selected Cerebras for a multi-year AI inference deployment, expanding the inference-accelerator provider's enterprise customer base. https://slicast.com/zh/article/v6pkm4 Slicast zh-cn 2026-09-29T18:51:48.000Z General Compute选择Cerebras进行多年AI推理部署，扩展了这家推理加速器供应商的企业客户基础。 https://slicast.com/ko/article/v6pkm4 Slicast ko 2026-09-29T18:51:48.000Z General Compute가 다년간 AI 추론 배포를 위해 Cerebras를 선택했으며, 추론 가속기 제공업체의 기업 고객층을 확대했습니다. https://slicast.com/article/19x1l95 Slicast en 2026-09-29T18:46:41.000Z Broadcom reported a $16.7 billion AI engine revenue segment as a major growth driver, though the company faces margin pressure amid competitive intensity in AI interconnect. https://slicast.com/zh/article/19x1l95 Slicast zh-cn 2026-09-29T18:46:41.000Z Broadcom报告167亿美元AI引擎收入部分作为主要增长动力，但公司面临AI互连竞争加剧带来的边际压力。 https://slicast.com/ko/article/19x1l95 Slicast ko 2026-09-29T18:46:41.000Z Broadcom는 $16.7 billion AI engine 수익 부문을 주요 성장 동력으로 보고했으나, AI interconnect 경쟁 심화 속에서 마진 압박에 직면하고 있다. https://slicast.com/article/1rdpvph Slicast en 2026-09-29T18:36:24.000Z Samsung committed an additional $1 billion to Helix Digital Infrastructure, as part of a broader $10+ billion capital strategy supporting global AI data center buildout. https://slicast.com/zh/article/1rdpvph Slicast zh-cn 2026-09-29T18:36:24.000Z 三星向Helix Digital Infrastructure额外承诺10亿美元，作为支持全球AI数据中心建设的超过100亿美元资本战略的一部分。 https://slicast.com/ko/article/1rdpvph Slicast ko 2026-09-29T18:36:24.000Z Samsung이 글로벌 AI 데이터 센터 구축을 지원하는 광범위한 $10+ billion 규모 자본 전략의 일환으로 Helix Digital Infrastructure에 추가 $1 billion을 출자했다. https://slicast.com/article/199pwv4 Slicast en 2026-09-29T18:28:53.000Z Trane Technologies released LiquidStack CDU 2.X, a next-generation liquid cooling platform designed for high-density AI and HPC data center thermal management. https://slicast.com/zh/article/199pwv4 Slicast zh-cn 2026-09-29T18:28:53.000Z Trane Technologies推出LiquidStack CDU 2.X，一种为高密度AI和HPC数据中心热管理设计的下一代液冷平台。 https://slicast.com/article/wrixq4 Slicast en 2026-09-29T18:25:00.000Z Nvidia and AMD appealed to the White House to defuse proposed China chip export restrictions in a pending defense bill, citing competitive and supply-chain concerns. https://slicast.com/zh/article/wrixq4 Slicast zh-cn 2026-09-29T18:25:00.000Z 英伟达和AMD要求白宫放松待批准防务法案中提议的中国芯片出口限制，理由是竞争和供应链顾虑。 https://slicast.com/ko/article/wrixq4 Slicast ko 2026-09-29T18:25:00.000Z Nvidia와 AMD가 보류 중인 국방법안의 중국 반도체 수출 제한 완화를 백악관에 촉구했으며, 경쟁력 및 공급망 우려를 언급했다. https://slicast.com/article/1htd2c9 Slicast en 2026-09-29T18:21:10.000Z TSMC is advancing its 2nm node development with AI chip manufacturing as a key focus, leveraging advanced packaging and process technology as competitive advantages. https://slicast.com/zh/article/1htd2c9 Slicast zh-cn 2026-09-29T18:21:10.000Z 台积电正在推进其2nm工艺节点开发，AI芯片制造是关键焦点，将先进封装和工艺技术作为竞争优势。 https://slicast.com/ko/article/1htd2c9 Slicast ko 2026-09-29T18:21:10.000Z TSMC는 AI 칩 제조를 핵심 초점으로 2nm 노드 개발을 추진하고 있으며, 첨단 패키징과 공정 기술을 경쟁 우위로 활용하고 있습니다. https://slicast.com/article/19d9yrj Slicast en 2026-09-29T18:10:34.000Z OpenAI announced that ChatGPT reaches 1.2 billion weekly users, with annualized revenue nearing $70 billion and growing approximately 70% since Q3 start. https://slicast.com/zh/article/19d9yrj Slicast zh-cn 2026-09-29T18:10:34.000Z OpenAI宣布ChatGPT达到12亿周活跃用户，年化收入接近700亿美元，自Q3开始以来增长约70%。 https://slicast.com/ko/article/19d9yrj Slicast ko 2026-09-29T18:10:34.000Z OpenAI가 ChatGPT의 주간 사용자가 12억 명에 도달했으며, 연간 수익이 700억 달러에 가까워지고 있고 Q3 시작 이후 약 70% 성장하고 있다고 발표했습니다. https://slicast.com/article/5tc2b6 Slicast en 2026-09-29T18:05:15.000Z OpenAI is seeking $30B in new funding at a $1.4T valuation, with its planned IPO delayed to 2027. https://slicast.com/zh/article/5tc2b6 Slicast zh-cn 2026-09-29T18:05:15.000Z OpenAI以1.4万亿美元估值寻求30亿美元融资，计划IPO延至2027年。 https://slicast.com/ko/article/5tc2b6 Slicast ko 2026-09-29T18:05:15.000Z OpenAI는 $1.4T 기업가치에서 신규 자금 $30B를 조달 중이며, 계획된 기업공개(IPO)는 2027년으로 연기됐다. https://slicast.com/article/106gwom Slicast en 2026-09-29T17:55:14.000Z New York State is experiencing a major datacentre expansion with nearly 10 GW of AI infrastructure buildout planned across the state. https://slicast.com/zh/article/106gwom Slicast zh-cn 2026-09-29T17:55:14.000Z 纽约州正在经历接近10 GW的数据中心扩建，由AI基础设施需求驱动。 https://slicast.com/ko/article/106gwom Slicast ko 2026-09-29T17:55:14.000Z 뉴욕 주는 주 전역에 약 10 GW의 AI 인프라 구축이 계획된 대규모 데이터센터 확장을 경험하고 있습니다. https://slicast.com/article/tywuea Slicast en 2026-09-29T17:33:38.000Z NVIDIA and AMD are reportedly lobbying the Trump administration to relax China restrictions in the defense bill. https://slicast.com/zh/article/tywuea Slicast zh-cn 2026-09-29T17:33:38.000Z 英伟达和AMD据报正在游说特朗普政府放松国防法案中的对华限制。 https://slicast.com/ko/article/tywuea Slicast ko 2026-09-29T17:33:38.000Z NVIDIA와 AMD가 국방법안에서 중국 제한을 완화하도록 트럼프 행정부에 로비하는 것으로 알려졌다. https://slicast.com/article/1is4ju6 Slicast en 2026-09-29T17:30:00.000Z NetApp has unveiled a new high-performance file system designed for data centre infrastructure. https://slicast.com/zh/article/1is4ju6 Slicast zh-cn 2026-09-29T17:30:00.000Z NetApp推出新的高性能文件系统用于数据中心基础设施。 https://slicast.com/article/nyyidl Slicast en 2026-09-29T17:19:01.000Z Anthropic's confidential prospectus discloses potential commitments of up to $84.5B for computing capacity through 2029, more than double an earlier $45B figure. https://slicast.com/zh/article/nyyidl Slicast zh-cn 2026-09-29T17:19:01.000Z Anthropic的机密招股说明书披露了截至2029年潜在84.5亿美元的计算能力承诺，较之前的45亿美元翻倍多。 https://slicast.com/ko/article/nyyidl Slicast ko 2026-09-29T17:19:01.000Z Anthropic의 기밀 공시서는 2029년까지 컴퓨팅 용량에 대한 최대 $84.5B의 잠재적 약정을 공개했으며, 이전의 $45B 규모보다 2배 이상이다. https://slicast.com/article/1xtuy34 Slicast en 2026-09-29T17:16:23.000Z Texas data centre developers are prioritising power infrastructure availability as the primary site selection criterion for AI deployments, shifting away from traditional facility-first approaches. https://slicast.com/zh/article/1xtuy34 Slicast zh-cn 2026-09-29T17:16:23.000Z 德州数据中心开发商正将电力基础设施可用性作为AI部署选址的主要因素，转变了传统的设施优先方法。 https://slicast.com/ko/article/1xtuy34 Slicast ko 2026-09-29T17:16:23.000Z 텍사스 데이터센터 개발자들이 AI 배포 사이트 선택 시 전력 인프라 가용성을 최우선으로 삼으면서, 기존의 시설 중심 방식에서 벗어나고 있다. https://slicast.com/article/1ioa3st Slicast en 2026-09-29T17:13:51.000Z AMD has acquired Fei-Fei Li's AI startup World Labs for $8.2B, with Li joining as Executive Vice President and Chief AI Officer. https://slicast.com/zh/article/1ioa3st Slicast zh-cn 2026-09-29T17:13:51.000Z AMD以8.2亿美元收购李飞飞创办的AI创业公司World Labs，李飞飞加入AMD担任执行副总裁兼首席AI官。 https://slicast.com/ko/article/1ioa3st Slicast ko 2026-09-29T17:13:51.000Z AMD가 Fei-Fei Li의 AI 스타트업 World Labs를 $8.2B에 인수했으며, Li는 Executive Vice President 겸 Chief AI Officer로 합류한다. https://slicast.com/article/1jycgno Slicast en 2026-09-29T17:07:00.000Z Bernstein Research projects that Samsung will gain HBM (high-bandwidth memory) market share, maintaining a 440,000 won stock price target. https://slicast.com/zh/article/1jycgno Slicast zh-cn 2026-09-29T17:07:00.000Z Bernstein Research预计三星将获得高带宽内存(HBM)市场份额增长，维持44万韩元股价目标。 https://slicast.com/ko/article/1jycgno Slicast ko 2026-09-29T17:07:00.000Z 번스타인 리서치는 삼성이 고대역폭 메모리(HBM) 시장 점유율을 확대할 것으로 전망하며, 440,000원 주가 목표를 유지하고 있습니다. https://slicast.com/article/o0zikp Slicast en 2026-09-29T17:01:48.000Z OpenAI's annualized revenue run rate has reached approximately $70B, with enterprise sales doubling. https://slicast.com/zh/article/o0zikp Slicast zh-cn 2026-09-29T17:01:48.000Z OpenAI的年化收入运行率已达约70亿美元，企业销售实现翻倍增长。 https://slicast.com/ko/article/o0zikp Slicast ko 2026-09-29T17:01:48.000Z OpenAI의 연간 매출 실행률이 약 $70B에 도달했으며, 엔터프라이즈 매출이 배증했습니다. https://slicast.com/article/1v2ifqh Slicast en 2026-09-29T16:53:35.000Z General Compute has purchased a large fleet of Cerebras AI accelerators to enhance inference capacity. https://slicast.com/zh/article/1v2ifqh Slicast zh-cn 2026-09-29T16:53:35.000Z General Compute购买了大量Cerebras AI加速器以增强推理能力。 https://slicast.com/ko/article/1v2ifqh Slicast ko 2026-09-29T16:53:35.000Z General Compute가 Cerebras AI 가속기의 대규모 함대를 구매하여 추론 처리 능력을 강화했습니다. https://slicast.com/article/u981xy Slicast en 2026-09-29T16:48:56.000Z Anthropic's confidential prospectus reveals its $518B AI infrastructure buildout is heavily structured with non-cancellable deals, locking in multi-year capital commitments. https://slicast.com/zh/article/u981xy Slicast zh-cn 2026-09-29T16:48:56.000Z Anthropic的机密招股说明书透露其5180亿美元AI基础设施建设主要以不可取消的合同结构，锁定多年资本承诺。 https://slicast.com/ko/article/u981xy Slicast ko 2026-09-29T16:48:56.000Z Anthropic의 기밀 공모 설명서는 $518B 규모 AI 인프라 구축이 취소 불가능한 거래로 광범위하게 구성되어 다년간의 자본 약정을 고정하고 있음을 드러낸다. https://slicast.com/article/e8l6os Slicast en 2026-09-29T16:45:14.000Z Seligman Ventures has doubled its deployable capital to $1B focused on backing AI infrastructure startups. https://slicast.com/zh/article/e8l6os Slicast zh-cn 2026-09-29T16:45:14.000Z Seligman Ventures将可部署资本翻倍至10亿美元，专注于支持AI基础设施创业公司。 https://slicast.com/article/clx76h Slicast en 2026-09-29T16:32:43.000Z Montage Technology has announced mass production of DDR5-9200 clock driver (CKD), enabling maximum-speed DDR5 memory for high-performance systems. https://slicast.com/zh/article/clx76h Slicast zh-cn 2026-09-29T16:32:43.000Z Montage Technology宣布DDR5-9200时钟驱动器(CKD)量产，支持最高速DDR5内存。 https://slicast.com/article/17p8w4f Slicast en 2026-09-29T16:30:46.000Z Infineon and Eaton have partnered to deploy silicon-carbide solid-state transformers supporting 800VDC power architectures in data centre infrastructure. https://slicast.com/zh/article/17p8w4f Slicast zh-cn 2026-09-29T16:30:46.000Z Infineon和Eaton合作在数据中心基础设施中部署支持800VDC电源架构的碳化硅固态变压器。 https://slicast.com/article/ap4620 Slicast en 2026-09-29T16:18:57.000Z Oracle's Fusion Claw inference platform reduces AI compute costs and shapes enterprise AI deployment policies. https://slicast.com/zh/article/ap4620 Slicast zh-cn 2026-09-29T16:18:57.000Z Oracle Fusion Claw 推理平台降低 AI 计算成本，塑造企业 AI 采购策略。 https://slicast.com/article/waekph Slicast en 2026-09-29T16:10:28.000Z The EU Chips Joint Undertaking opens two funding calls totaling €80 million for AI hardware development projects. https://slicast.com/zh/article/waekph Slicast zh-cn 2026-09-29T16:10:28.000Z 欧盟芯片联合承诺发起两轮融资招标，总预算 8000 万欧元，用于 AI 硬件开发项目。 https://slicast.com/article/1gvjax0 Slicast en 2026-09-29T16:09:29.000Z ChangXin Memory (CXMT) fifth-generation DRAM platform enters mass production, expanding memory supply for AI systems. https://slicast.com/zh/article/1gvjax0 Slicast zh-cn 2026-09-29T16:09:29.000Z 长鑫存储 (CXMT) 第五代 DRAM 产品进入量产阶段，扩大 AI 系统的存储供应。 https://slicast.com/ko/article/1gvjax0 Slicast ko 2026-09-29T16:09:29.000Z ChangXin Memory (CXMT) 5세대 DRAM 플랫폼이 양산에 진입하며 AI 시스템 메모리 공급을 확대합니다. https://slicast.com/article/1s8hsfe Slicast en 2026-09-29T16:05:33.000Z Alibaba Cloud launches new regions in Turkey, Finland, and the Netherlands; expands existing footprint in Malaysia, Germany, and UAE. https://slicast.com/zh/article/1s8hsfe Slicast zh-cn 2026-09-29T16:05:33.000Z 阿里巴巴云宣布在土耳其、芬兰和荷兰新建云地域，在马来西亚、德国和阿联酋扩展现有覆盖。 https://slicast.com/article/vz6jy3 Slicast en 2026-09-29T16:04:22.000Z OpenAI's annualized recurring revenue reaches approximately $70 billion, reflecting massive AI service adoption and capex requirements. https://slicast.com/zh/article/vz6jy3 Slicast zh-cn 2026-09-29T16:04:22.000Z OpenAI 年度经常性收入达到约 700 亿美元，反映 AI 服务采用率和基础设施投资需求巨大。 https://slicast.com/ko/article/vz6jy3 Slicast ko 2026-09-29T16:04:22.000Z OpenAI의 연간 반복 수익이 약 $70 billion에 도달했으며, 이는 AI 서비스의 대규모 채택과 자본지출 요구를 반영합니다. https://slicast.com/article/1fz6ezt Slicast en 2026-09-29T16:03:36.000Z Global Switch's Paris data center hosts a large Nvidia Blackwell GPU deployment; end customer unnamed. https://slicast.com/zh/article/1fz6ezt Slicast zh-cn 2026-09-29T16:03:36.000Z Global Switch 巴黎数据中心部署大规模 Nvidia Blackwell GPU；最终用户未披露。 https://slicast.com/ko/article/1fz6ezt Slicast ko 2026-09-29T16:03:36.000Z Global Switch의 Paris 데이터 센터는 대규모 Nvidia Blackwell GPU 배포를 호스팅하고 있습니다; 최종 고객은 미공개입니다. https://slicast.com/article/1nwuwly Slicast en 2026-09-29T16:03:00.000Z ChangXin Memory invests 18 billion yuan (~$2.5 billion) in DRAM research and development. https://slicast.com/zh/article/1nwuwly Slicast zh-cn 2026-09-29T16:03:00.000Z 长鑫存储投入 180 亿元人民币用于 DRAM 研发。 https://slicast.com/article/1n86ud1 Slicast en 2026-09-29T16:00:00.000Z AI data center buildout accelerates, but faces labor shortages, equipment constraints, and local permitting opposition despite big tech backing. https://slicast.com/zh/article/1n86ud1 Slicast zh-cn 2026-09-29T16:00:00.000Z AI 数据中心建设加速，但面临劳动力短缺、设备约束和当地审批阻力，尽管获得大科技公司支持。 https://slicast.com/article/1ibg6r2 Slicast en 2026-09-29T15:50:51.000Z Netlist petitions US for import ban on Micron memory chips used in Google and Nvidia AI systems, citing patent infringement. https://slicast.com/zh/article/1ibg6r2 Slicast zh-cn 2026-09-29T15:50:51.000Z Netlist 向美国政府请求禁止进口美光存储芯片，这些芯片被 Google 和 Nvidia 用于 AI 系统，理由是专利侵权。 https://slicast.com/ko/article/1ibg6r2 Slicast ko 2026-09-29T15:50:51.000Z Netlist이 특허 침해를 이유로 Google과 Nvidia AI 시스템용 Micron 메모리 칩의 미국 수입금지를 청원하고 있다. https://slicast.com/article/j6dieu Slicast en 2026-09-29T15:40:36.000Z Google secures planning approval to expand its data center facility in Dublin, Ireland. https://slicast.com/zh/article/j6dieu Slicast zh-cn 2026-09-29T15:40:36.000Z Google 获得爱尔兰都柏林数据中心扩建规划许可。 https://slicast.com/ko/article/j6dieu Slicast ko 2026-09-29T15:40:36.000Z Google이 아일랜드 더블린 데이터센터 확장 계획 승인을 획득했다. https://slicast.com/article/1sfsu8i Slicast en 2026-09-29T15:32:11.000Z Meta contracts for AI compute capacity at Firmus Southeast Asia data centers, building on existing Australia agreements. https://slicast.com/zh/article/1sfsu8i Slicast zh-cn 2026-09-29T15:32:11.000Z Meta 与 Firmus 东南亚数据中心签订 AI 计算产能合约，基于现有澳大利亚协议扩展。 https://slicast.com/article/mz4j1m Slicast en 2026-09-29T15:24:18.000Z Sichuan Runrun scales back private financing and capex, redirecting focus to liquid-cooling infrastructure for data centers. https://slicast.com/zh/article/mz4j1m Slicast zh-cn 2026-09-29T15:24:18.000Z 四川润润股份缩减定向增发融资规模，重新聚焦液冷基础设施建设，应对成本压力。 https://slicast.com/article/ildap2 Slicast en 2026-09-29T15:20:17.000Z Mubadala (UAE sovereign wealth fund) partners with Together AI for AI infrastructure investment opportunities in the UAE. https://slicast.com/zh/article/ildap2 Slicast zh-cn 2026-09-29T15:20:17.000Z 穆巴达拉投资公司（阿联酋主权财富基金）与 Together AI 合作，在阿联酋推进 AI 基础设施投资机会。 https://slicast.com/article/vsgj13 Slicast en 2026-09-29T15:19:00.000Z Data center buildout surge projects $10 trillion capex and threatens grid capacity, raising power supply bottlenecks as binding constraint on AI infrastructure expansion. https://slicast.com/zh/article/vsgj13 Slicast zh-cn 2026-09-29T15:19:00.000Z 数据中心建设浪潮预计投入 10 万亿美元资本支出，并可能突破电网容量，成为 AI 基础设施扩张的约束因素。 https://slicast.com/ko/article/vsgj13 Slicast ko 2026-09-29T15:19:00.000Z 데이터센터 건설 급증으로 $10 trillion capex가 예상되며 전력망 용량이 위협받고, AI 인프라 확대에 전력 공급 병목이 핵심 제약으로 작용한다. https://slicast.com/article/11sz5e5 Slicast en 2026-09-29T15:16:18.000Z Global foundry sector revenue grows 25% year-over-year to $96.6 billion in Q2 2026, driven by advanced packaging and AI chip demand. https://slicast.com/zh/article/11sz5e5 Slicast zh-cn 2026-09-29T15:16:18.000Z 全球晶圆代工行业季度收入同比增长 25%，达到 966 亿美元（2026 年第二季度），由 AI 芯片先进封装需求驱动。 https://slicast.com/ko/article/11sz5e5 Slicast ko 2026-09-29T15:16:18.000Z 글로벌 파운드리 부문 매출이 2026년 Q2에 전년 대비 25% 성장하여 $96.6 billion을 기록했으며, 선진 패키징과 AI 칩 수요에 견인됐다. https://slicast.com/article/1trdhs Slicast en 2026-09-29T15:15:22.000Z Analyst Bernstein predicts Samsung gaining high-bandwidth memory (HBM) market share from SK Hynix, downgrading SK Hynix equity targets. https://slicast.com/zh/article/1trdhs Slicast zh-cn 2026-09-29T15:15:22.000Z 伯恩斯坦分析师预测 Samsung 高带宽存储市场份额增长，下调 SK 海力士目标价。 https://slicast.com/article/1lvt8r4 Slicast en 2026-09-29T15:15:00.000Z Schneider Electric launches software-defined management for data center switchgear, enabling faster deployment and over-the-air upgrades. https://slicast.com/zh/article/1lvt8r4 Slicast zh-cn 2026-09-29T15:15:00.000Z Schneider 电气推出数据中心配电柜的软件定义管理，支持快速部署和无宕机空中升级。 https://slicast.com/article/rjy4ti Slicast en 2026-09-29T15:13:18.000Z Anthropic's IPO filing discloses $518 billion in committed infrastructure investments from stakeholders and partners. https://slicast.com/zh/article/rjy4ti Slicast zh-cn 2026-09-29T15:13:18.000Z Anthropic 首次公开募股文件披露 5180 亿美元基础设施投资承诺（来自利益相关方和合作伙伴）。 https://slicast.com/ko/article/rjy4ti Slicast ko 2026-09-29T15:13:18.000Z Anthropic의 IPO 공시는 이해관계자 및 파트너로부터 $518 billion 규모의 인프라 투자 약정을 공개했다. https://slicast.com/article/1h7bjqd Slicast en 2026-09-29T15:04:09.000Z Fortress Group launches liquid-cooled in-line amplifier (ILA) modules for fiber optic operators, enabling higher-density long-haul links. https://slicast.com/zh/article/1h7bjqd Slicast zh-cn 2026-09-29T15:04:09.000Z Fortress 集团推出液冷光纤中继放大器（ILA）模块，支持运营商高密度长途链路。 https://slicast.com/article/1rlx7d2 Slicast en 2026-09-29T15:01:23.000Z Amazon acquires approximately $50 million (NT$1.59 billion) equity stake in a Taiwanese AI server manufacturer, securing supply chain leverage. https://slicast.com/zh/article/1rlx7d2 Slicast zh-cn 2026-09-29T15:01:23.000Z Amazon 收购台湾 AI 服务器制造商约 5000 万美元（新台币 15.9 亿元）股权，强化供应链控制。 https://slicast.com/article/1t499zf Slicast en 2026-09-29T15:00:00.000Z Utility investment in virtual power plants and distributed energy resources enables grid-scale power resilience for data center clusters. https://slicast.com/zh/article/1t499zf Slicast zh-cn 2026-09-29T15:00:00.000Z 公用事业投资虚拟电厂和分布式能源资源，为数据中心集群提供电网级电力韧性。 https://slicast.com/article/wo2urq Slicast en 2026-09-29T14:46:46.000Z General Compute deploys Cerebras AI accelerators for ultra-fast inference in agentic coding tasks. https://slicast.com/zh/article/wo2urq Slicast zh-cn 2026-09-29T14:46:46.000Z General Compute 部署 Cerebras AI 加速器芯片，提供超快推理性能用于智能编码任务。 https://slicast.com/article/17ahhqj Slicast en 2026-09-29T14:33:57.000Z Google secures 396 MW of geothermal power capacity with $10.2 billion to support AI datacenter expansion. https://slicast.com/zh/article/17ahhqj Slicast zh-cn 2026-09-29T14:33:57.000Z 谷歌投入102亿美元获得396 MW地热电力容量支持AI数据中心扩展。 https://slicast.com/ko/article/17ahhqj Slicast ko 2026-09-29T14:33:57.000Z Google이 AI 데이터센터 확장을 지원하기 위해 $10.2 billion을 투자하여 396 MW의 지열 발전 용량을 확보했다. https://slicast.com/article/1cqee8o Slicast en 2026-09-29T14:30:08.000Z Liquid-cooled datacenter provider Colovore files to develop a second facility in Fort Worth, Texas. https://slicast.com/zh/article/1cqee8o Slicast zh-cn 2026-09-29T14:30:08.000Z 液冷数据中心提供商Colovore在得州沃斯堡开发第二家设施。 https://slicast.com/article/kqtik Slicast en 2026-09-29T14:24:25.000Z AMD acquires artificial intelligence model company World Labs for $8.2 billion. https://slicast.com/zh/article/kqtik Slicast zh-cn 2026-09-29T14:24:25.000Z AMD以82亿美元收购人工智能模型公司World Labs。 https://slicast.com/ko/article/kqtik Slicast ko 2026-09-29T14:24:25.000Z AMD가 인공지능 모델 회사 World Labs를 $8.2 billion에 인수합니다. https://slicast.com/article/1gvsvrs Slicast en 2026-09-29T14:22:06.000Z Anthropic completes IPO, validating AI model company valuations and lifting AI sector equities. https://slicast.com/zh/article/1gvsvrs Slicast zh-cn 2026-09-29T14:22:06.000Z Anthropic完成IPO，验证AI模型公司估值并提升AI板块股票。 https://slicast.com/ko/article/1gvsvrs Slicast ko 2026-09-29T14:22:06.000Z Anthropic이 IPO를 완료하면서 AI 모델 회사의 밸류에이션을 검증하고 AI 부문 주식을 견인했다. https://slicast.com/article/1cwj1i5 Slicast en 2026-09-29T14:12:25.000Z Analysts raise price targets on Riot Platforms as bitcoin miners accelerate pivot to GPU-intensive AI infrastructure services. https://slicast.com/zh/article/1cwj1i5 Slicast zh-cn 2026-09-29T14:12:25.000Z 分析师提高Riot Platforms价格目标，比特币矿商加快转向GPU密集型AI基础设施服务。 https://slicast.com/article/15l2den Slicast en 2026-09-29T14:05:00.000Z Data Center World Power 2026 Helps Outline “All of the Above” Strategy to Combat Industries Growing Energy Challenges https://slicast.com/zh/article/15l2den Slicast zh-cn 2026-09-29T14:05:00.000Z Data Center World Power 2026助力制定"多管齐下"战略应对行业能源挑战 https://slicast.com/article/1gtipsh Slicast en 2026-09-29T13:57:53.000Z Memory company Netlist files new ITC patent action against Micron over HBM (High Bandwidth Memory) technology used in AI accelerators. https://slicast.com/zh/article/1gtipsh Slicast zh-cn 2026-09-29T13:57:53.000Z 存储公司Netlist对Micron提起新ITC专利诉讼，涉及AI加速器用HBM (高带宽存储器)技术。 https://slicast.com/ko/article/1gtipsh Slicast ko 2026-09-29T13:57:53.000Z 메모리 회사 Netlist가 AI 가속기에 사용되는 HBM (High Bandwidth Memory) 기술을 놓고 Micron을 상대로 새로운 ITC 특허 소송을 제기했다. https://slicast.com/article/8naqbz Slicast en 2026-09-29T13:46:15.000Z Broadcom-Toppan joint venture opens its first substrate manufacturing plant in Singapore, targeting advanced AI chip packaging demand. https://slicast.com/zh/article/8naqbz Slicast zh-cn 2026-09-29T13:46:15.000Z Broadcom和Toppan合资公司在新加坡开设首家基板制造工厂，瞄准先进AI芯片封装需求。 https://slicast.com/ko/article/8naqbz Slicast ko 2026-09-29T13:46:15.000Z Broadcom-Toppan 합작사가 싱가포르에서 첫 기판 제조 공장을 개설하며 첨단 AI 칩 패키징 수요를 겨냥하고 있다. https://slicast.com/article/13xkrhi Slicast en 2026-09-29T13:40:00.000Z Electronics manufacturer Jabil reports earnings amid market scrutiny over whether AI infrastructure capex growth can sustain supplier margin expansion. https://slicast.com/zh/article/13xkrhi Slicast zh-cn 2026-09-29T13:40:00.000Z 电子制造商Jabil报告财报，市场关注AI基础设施资本支出增长是否能维持供应商利润扩张。 https://slicast.com/ko/article/13xkrhi Slicast ko 2026-09-29T13:40:00.000Z 전자기기 제조업체 Jabil이 AI 인프라 캡엑스 성장이 공급업체 마진 확대를 지속할 수 있을지에 대한 시장의 면밀한 관심 속에서 실적을 발표했다. https://slicast.com/article/16684f1 Slicast en 2026-09-29T13:35:01.000Z CEOs of Nvidia and AMD join Tsinghua University advisory board in China as US-China chip export control tensions escalate. https://slicast.com/zh/article/16684f1 Slicast zh-cn 2026-09-29T13:35:01.000Z 英伟达和AMD首席执行官加入中国清华大学顾问委员会，此时美中芯片出口管制升级。 https://slicast.com/ko/article/16684f1 Slicast ko 2026-09-29T13:35:01.000Z Nvidia와 AMD의 CEO들이 US-China 칩 수출 통제 긴장이 고조되는 가운데 중국 Tsinghua University 자문위원회에 참여 https://slicast.com/article/1s03qrd Slicast en 2026-09-29T13:31:41.000Z Samsung's advanced chip manufacturing process is allegedly being sought by ChangXin Memory (CXMT), China's state-backed memory chipmaker. https://slicast.com/zh/article/1s03qrd Slicast zh-cn 2026-09-29T13:31:41.000Z 三星先进芯片制造工艺据称被中国国有存储芯片制造商ChangXin Memory所寻求。 https://slicast.com/ko/article/1s03qrd Slicast ko 2026-09-29T13:31:41.000Z Samsung의 첨단 칩 제조 공정을 중국의 국가 지원 메모리 칩 제조업체인 ChangXin Memory (CXMT)가 추구하고 있다고 알려져 있습니다. https://slicast.com/article/6xcvwl Slicast en 2026-09-29T13:18:44.000Z Nvidia and AMD lobby the Trump administration to block or halt potential new export restrictions on advanced AI chips bound for China. https://slicast.com/zh/article/6xcvwl Slicast zh-cn 2026-09-29T13:18:44.000Z 英伟达和AMD游说特朗普政府阻止或暂停对华出口先进AI芯片的潜在新限制。 https://slicast.com/ko/article/6xcvwl Slicast ko 2026-09-29T13:18:44.000Z Nvidia와 AMD가 중국 향 첨단 AI 칩에 대한 새로운 수출 제한을 차단 또는 중단하도록 트럼프 행정부에 로비하고 있다. https://slicast.com/article/17roypq Slicast en 2026-09-29T13:16:19.000Z Fuel cell power company FuelCell Energy gains analyst coverage emphasizing robust datacenter demand for backup and supplemental power generation. https://slicast.com/zh/article/17roypq Slicast zh-cn 2026-09-29T13:16:19.000Z 燃料电池电力公司FuelCell Energy获得分析师关注，强调数据中心对备用和补充电力的需求。 https://slicast.com/article/pimnbx Slicast en 2026-09-29T13:07:42.000Z Industrial power management company Delta Electronics announces new AI datacenter power systems for high-density facility operations. https://slicast.com/zh/article/pimnbx Slicast zh-cn 2026-09-29T13:07:42.000Z 工业电源管理公司Delta Electronics推出新的AI数据中心电源系统用于高密度设施运营。 https://slicast.com/article/dgwyrl Slicast en 2026-09-29T12:58:24.000Z Goodman Group abandons a $1.2 billion Sydney datacenter project despite prior approval, citing local community opposition. https://slicast.com/zh/article/dgwyrl Slicast zh-cn 2026-09-29T12:58:24.000Z Goodman集团放弃一项价值12亿美元的悉尼数据中心项目，尽管此前获得批准，理由是遭当地社区反对。 https://slicast.com/ko/article/dgwyrl Slicast ko 2026-09-29T12:58:24.000Z Goodman Group이 지역사회 반대를 이유로 사전 승인된 $1.2 billion 규모의 Sydney 데이터센터 프로젝트를 포기했다. https://slicast.com/article/14tsyb3 Slicast en 2026-09-29T12:55:13.000Z Innodisk launches DDR5 8000 RDIMM memory modules targeting edge AI and high-performance computing applications. https://slicast.com/zh/article/14tsyb3 Slicast zh-cn 2026-09-29T12:55:13.000Z 创见推出面向边缘AI和高性能计算的DDR5 8000 RDIMM内存模块。 https://slicast.com/article/yrh9u2 Slicast en 2026-09-29T12:53:13.000Z Anthropic's IPO filing warns investors about existential risk from advanced AI development. https://slicast.com/zh/article/yrh9u2 Slicast zh-cn 2026-09-29T12:53:13.000Z Anthropic的上市申报文件向投资者警示高级AI开发带来的存在风险。 https://slicast.com/ko/article/yrh9u2 Slicast ko 2026-09-29T12:53:13.000Z Anthropic의 IPO 공시가 첨단 AI 개발로부터의 실존적 위험에 대해 투자자들을 경고한다. https://slicast.com/article/1n0q59b Slicast en 2026-09-29T12:45:00.000Z Uranium Energy surges 6% on multi-mine ramp achieving $93.13/lb realized uranium price; Oklo and NuScale Power stocks also gain amid rising nuclear interest for AI data centers. https://slicast.com/zh/article/1n0q59b Slicast zh-cn 2026-09-29T12:45:00.000Z 铀能源因矿山产能提升实现$93.13/磅铀价格上升6%；Oklo和NuScale Power股价上扬，反映核电对AI数据中心的兴趣增长。 https://slicast.com/ko/article/1n0q59b Slicast ko 2026-09-29T12:45:00.000Z Uranium Energy가 다중 광산 가동 확대로 $93.13/lb 실현 우라늄 가격을 달성하며 6% 급등; AI 데이터센터를 위한 원자력 관심 증가 속에서 Oklo와 NuScale Power 주가도 상승했습니다. https://slicast.com/article/ay91bp Slicast en 2026-09-29T12:40:36.000Z HyperDC plans a 400MW data center campus outside Geelong, Australia, near existing substation and battery energy storage system. https://slicast.com/zh/article/ay91bp Slicast zh-cn 2026-09-29T12:40:36.000Z HyperDC规划在澳大利亚吉隆周边建设400MW数据中心园区，毗邻现有变电站和电池储能系统。 https://slicast.com/ko/article/ay91bp Slicast ko 2026-09-29T12:40:36.000Z HyperDC는 호주 Geelong 외곽에 400MW 데이터 센터 캠퍼스 건설을 계획하고 있으며, 기존 변전소 및 배터리 에너지 저장 시스템 근처에 위치할 예정입니다. https://slicast.com/article/10becyh Slicast en 2026-09-29T12:40:00.000Z AI tools including OpenAI's Jalapeño and traditional EDA software are being deployed in modern semiconductor design workflows to accelerate chip development. https://slicast.com/zh/article/10becyh Slicast zh-cn 2026-09-29T12:40:00.000Z 包括OpenAI的Jalapeño在内的AI工具和传统EDA软件被部署在现代半导体设计工作流中，以加速芯片开发。 https://slicast.com/article/bnwi8c Slicast en 2026-09-29T12:33:37.000Z Axe Compute receives $184+ million in customer prepayments before delivery of infrastructure. https://slicast.com/zh/article/bnwi8c Slicast zh-cn 2026-09-29T12:33:37.000Z Axe Compute在基础设施交付前收到超1.84亿美元客户预付款 https://slicast.com/article/1xtjec5 Slicast en 2026-09-29T12:30:42.000Z Submer launches Corenix, a new unit offering modular, immersion-cooled data center infrastructure modules customized for customer deployments. https://slicast.com/zh/article/1xtjec5 Slicast zh-cn 2026-09-29T12:30:42.000Z Submer推出Corenix新单元，提供可定制的模块化浸没冷却数据中心基础设施模块。 https://slicast.com/ko/article/1xtjec5 Slicast ko 2026-09-29T12:30:42.000Z Submer가 고객 배포를 위해 맞춤화된 모듈식 침수 냉각식 데이터센터 인프라 모듈을 제공하는 신규 사업부 Corenix를 출시합니다. https://slicast.com/article/1d8seqj Slicast en 2026-09-29T12:30:00.000Z Phaidra and Aligned Data Centers Partner to Empower Operations Teams and Strengthen Data Center Reliability with AI https://slicast.com/zh/article/1d8seqj Slicast zh-cn 2026-09-29T12:30:00.000Z Phaidra与Aligned数据中心合作,用AI赋能运维并强化数据中心可靠性 https://slicast.com/article/3v7ccw Slicast en 2026-09-29T12:28:37.000Z Prominent investor Michael Burry warns AI infrastructure capex may face correction sooner than expected and shifts portfolio to put options. https://slicast.com/zh/article/3v7ccw Slicast zh-cn 2026-09-29T12:28:37.000Z 知名投资者Michael Burry警告AI基础设施资本支出可能比预期更快面临调整，投资组合转向看跌期权。 https://slicast.com/article/n8v9rs Slicast en 2026-09-29T12:27:35.000Z China's ChangXin Memory Technologies (CXMT) favors domestic semiconductor equipment suppliers in its $5.2 billion DRAM production expansion. https://slicast.com/zh/article/n8v9rs Slicast zh-cn 2026-09-29T12:27:35.000Z 中国长鑫存储技术(CXMT)在其52亿美元DRAM产能扩张中优先采用国内半导体设备供应商。 https://slicast.com/ko/article/n8v9rs Slicast ko 2026-09-29T12:27:35.000Z 중국의 ChangXin Memory Technologies (CXMT)는 $5.2 billion DRAM 생산 확대에서 국내 반도체 장비 공급업체를 선호한다. https://slicast.com/article/ku5ovb Slicast en 2026-09-29T12:22:00.000Z Infineon and Eaton advance silicon-carbide (SiC) solid-state transformer designs for 800V DC data center power distribution. https://slicast.com/zh/article/ku5ovb Slicast zh-cn 2026-09-29T12:22:00.000Z 英飞凌和伊顿推进用于800V DC数据中心电力分配的碳化硅(SiC)固态变压器设计。 https://slicast.com/ko/article/ku5ovb Slicast ko 2026-09-29T12:22:00.000Z Infineon과 Eaton이 800V DC 데이터 센터 전력 분배를 위한 실리콘카바이드(SiC) 고체 상태 변압기 설계를 발전시키고 있다. https://slicast.com/article/1jqc0sn Slicast en 2026-09-29T12:01:24.000Z SK Hynix holds steady against won strength as the company conducts handover tests on next-generation HBM products with major customers. https://slicast.com/zh/article/1jqc0sn Slicast zh-cn 2026-09-29T12:01:24.000Z SK海力士在韩元升值压力下保持稳健，公司与主要客户进行下一代HBM产品交付测试。 https://slicast.com/ko/article/1jqc0sn Slicast ko 2026-09-29T12:01:24.000Z SK Hynix는 원화 강세 속에서도 주요 고객들과 함께 차세대 HBM 제품의 인수인계 테스트를 진행하고 있다. https://slicast.com/article/2wzjgv Slicast en 2026-09-29T12:00:00.000Z Netlist files new International Trade Commission action against Micron Technology over HBM patents for AI computing. https://slicast.com/zh/article/2wzjgv Slicast zh-cn 2026-09-29T12:00:00.000Z Netlist对美光科技提起新的国际贸易委员会诉讼，涉及AI计算HBM专利。 https://slicast.com/article/17rmqrx Slicast en 2026-09-29T12:00:00.000Z Bell and Cisco to collaborate on sovereign AI infrastructure for Canada https://slicast.com/zh/article/17rmqrx Slicast zh-cn 2026-09-29T12:00:00.000Z Bell与Cisco合作为加拿大建设主权AI基础设施 https://slicast.com/article/17txrmg Slicast en 2026-09-29T12:00:00.000Z Tesla files 8-K: entry into a material agreement, termination of a material agreement, creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/17txrmg Slicast zh-cn 2026-09-29T12:00:00.000Z Tesla 提交 8-K：重大事件 https://slicast.com/article/4ktui2 Slicast en 2026-09-29T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/4ktui2 Slicast zh-cn 2026-09-29T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/6zpvdz Slicast en 2026-09-29T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/6zpvdz Slicast zh-cn 2026-09-29T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/amio1j Slicast en 2026-09-29T12:00:00.000Z Bell and Cisco to collaborate on sovereign AI infrastructure for Canada https://slicast.com/zh/article/amio1j Slicast zh-cn 2026-09-29T12:00:00.000Z Bell与Cisco合作为加拿大建设主权AI基础设施 https://slicast.com/article/qvsqpx Slicast en 2026-09-29T12:00:00.000Z Talen Energy files 8-K: director / officer changes, Regulation FD disclosure, other material event https://slicast.com/zh/article/qvsqpx Slicast zh-cn 2026-09-29T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/article/1xmuuy6 Slicast en 2026-09-29T11:43:12.000Z Major data center developer Goodman Group cancels a planned facility in Sydney suburb after permitting or commercial challenges. https://slicast.com/zh/article/1xmuuy6 Slicast zh-cn 2026-09-29T11:43:12.000Z 主要数据中心开发商Goodman Group取消计划中的悉尼郊外设施。 https://slicast.com/article/104al01 Slicast en 2026-09-29T11:42:46.000Z Wise Integration and Navitas Semiconductor partner on AI data center power conversion solutions. https://slicast.com/zh/article/104al01 Slicast zh-cn 2026-09-29T11:42:46.000Z Wise Integration和Navitas半导体合作开发AI数据中心电力转换解决方案。 https://slicast.com/article/1qihu7a Slicast en 2026-09-29T11:39:13.000Z Trump administration convenes major AI companies at the White House to discuss regulation and policy for AI infrastructure and development. https://slicast.com/zh/article/1qihu7a Slicast zh-cn 2026-09-29T11:39:13.000Z 特朗普政府在白宫召集主要AI公司讨论AI基础设施和开发的监管和政策。 https://slicast.com/ko/article/1qihu7a Slicast ko 2026-09-29T11:39:13.000Z Trump 행정부가 AI 규제 및 정책, AI 인프라 및 개발에 대해 논의하기 위해 주요 AI 기업들을 백악관에 소집했다. https://slicast.com/article/16bu78k Slicast en 2026-09-29T11:34:39.000Z Amazon acquires two leased data center facilities in Hong Kong from their landlord, consolidating long-term control. https://slicast.com/zh/article/16bu78k Slicast zh-cn 2026-09-29T11:34:39.000Z 亚马逊从房东手中收购香港两个租赁数据中心设施。 https://slicast.com/ko/article/16bu78k Slicast ko 2026-09-29T11:34:39.000Z Amazon이 Hong Kong의 임대인으로부터 임차 데이터센터 시설 2개를 인수하여 장기 통제권을 확보했습니다. https://slicast.com/article/1ft5bpp Slicast en 2026-09-29T11:29:32.000Z Prominent hedge fund managers have selected two AI stocks as 2026 favorites, reportedly tied to constraints on TSMC's CoWoS advanced packaging capacity. https://slicast.com/zh/article/1ft5bpp Slicast zh-cn 2026-09-29T11:29:32.000Z 知名对冲基金经理将两只AI股票选为2026年最爱，据称与TSMC CoWoS先进封装产能约束有关。 https://slicast.com/ko/article/1ft5bpp Slicast ko 2026-09-29T11:29:32.000Z 저명한 헤지펀드 매니저들이 AI 주식 2개를 2026년 선호 종목으로 선택했으며, 이는 TSMC의 CoWoS 첨단 패키징 용량 제약과 관련된 것으로 전해졌다. https://slicast.com/article/11bm1mm Slicast en 2026-09-29T11:28:43.000Z Lenovo and MemryX expand Edge AI platform deployment in Saudi Arabia with two additional installations in the Kingdom. https://slicast.com/zh/article/11bm1mm Slicast zh-cn 2026-09-29T11:28:43.000Z 联想和MemryX在沙特阿拉伯扩展边缘AI平台部署，增加两个新安装。 https://slicast.com/article/1ed5g42 Slicast en 2026-09-29T11:25:00.000Z Developer Moncalieri Logistics has submitted plans for what it claims will be Italy's largest data center. https://slicast.com/zh/article/1ed5g42 Slicast zh-cn 2026-09-29T11:25:00.000Z 开发商Moncalieri Logistics提交计划建设意大利最大的数据中心。 https://slicast.com/ko/article/1ed5g42 Slicast ko 2026-09-29T11:25:00.000Z Developer Moncalieri Logistics가 이탈리아 최대 데이터센터가 될 것이라고 주장하는 계획을 제출했습니다. https://slicast.com/article/1puebr7 Slicast en 2026-09-29T11:23:02.000Z Schneider Electric and Equinix trial software-defined switchgear for data center power distribution and cooling management. https://slicast.com/zh/article/1puebr7 Slicast zh-cn 2026-09-29T11:23:02.000Z 施耐德电气和Equinix试验数据中心电力分配和冷却管理的软件定义配电柜。 https://slicast.com/article/1qxi1g9 Slicast en 2026-09-29T11:20:00.000Z AMD reveals full SKU lineup for its 6th Generation EPYC 9006 (Venice) server processors, with top-end 256-core model priced at $15,000 per 1Ku unit. https://slicast.com/zh/article/1qxi1g9 Slicast zh-cn 2026-09-29T11:20:00.000Z AMD发布第6代EPYC 9006(Venice)服务器处理器完整SKU列表，顶配256核型号售价$15,000每1Ku单元。 https://slicast.com/ko/article/1qxi1g9 Slicast ko 2026-09-29T11:20:00.000Z AMD가 6세대 EPYC 9006 (Venice) 서버 프로세서의 전체 SKU 라인업을 공개했으며, 최상위 256코어 모델은 1Ku 단위당 $15,000으로 책정됐습니다. https://slicast.com/article/m0bt2r Slicast en 2026-09-29T11:19:00.000Z Microsoft targets 38-gigawatt global data centre network by 2032. https://slicast.com/zh/article/m0bt2r Slicast zh-cn 2026-09-29T11:19:00.000Z Microsoft 目标2032年建成38吉瓦全球数据中心网络 https://slicast.com/article/15t3t6 Slicast en 2026-09-29T11:16:43.000Z Anthropic's IPO filing reveals $518 billion in AI infrastructure commitments; majority cannot be cancelled. https://slicast.com/zh/article/15t3t6 Slicast zh-cn 2026-09-29T11:16:43.000Z Anthropic IPO申报文件披露$518 billion AI基础设施承诺；大部分不可取消。 https://slicast.com/article/rb3kaz Slicast en 2026-09-29T11:07:05.000Z Anthropic's IPO filing reveals the company has locked in $518 billion in AI infrastructure commitments from clients and infrastructure partners. https://slicast.com/zh/article/rb3kaz Slicast zh-cn 2026-09-29T11:07:05.000Z Anthropic的上市申报文件显示公司已锁定来自客户和基础设施合作伙伴的5180亿美元AI基础设施承诺。 https://slicast.com/ko/article/rb3kaz Slicast ko 2026-09-29T11:07:05.000Z Anthropic의 IPO 신청서에 따르면, 회사는 클라이언트 및 인프라 파트너로부터 5,180억 달러의 AI 인프라 약정을 확보했다. https://slicast.com/article/10uqj37 Slicast en 2026-09-29T11:00:48.000Z Core42 and the UAE Cyber Security Council advance sovereign AI cloud services for Middle Eastern entities seeking non-US infrastructure. https://slicast.com/zh/article/10uqj37 Slicast zh-cn 2026-09-29T11:00:48.000Z Core42与阿联酋网络安全委员会推进中东实体的主权AI云服务。 https://slicast.com/ko/article/10uqj37 Slicast ko 2026-09-29T11:00:48.000Z Core42와 UAE Cyber Security Council이 미국 외 인프라를 추구하는 중동 기업들을 위한 주권적 AI 클라우드 서비스를 추진합니다. https://slicast.com/article/4hye4h Slicast en 2026-09-29T10:46:12.000Z Crusoe named developer of Google AI data centre campus in Armstrong County, Texas. https://slicast.com/zh/article/4hye4h Slicast zh-cn 2026-09-29T10:46:12.000Z Crusoe被指定为Google AI数据中心园区（Armstrong County, Texas）的开发商。 https://slicast.com/article/1l4tsf5 Slicast en 2026-09-29T10:38:57.000Z AMD acquires World Labs, physical AI hardware research company, for $8.2 billion; World Labs CEO becomes EVP/Chief Scientist. https://slicast.com/zh/article/1l4tsf5 Slicast zh-cn 2026-09-29T10:38:57.000Z AMD以82亿美元收购physical AI硬件研究公司World Labs，其首席执行官升任执行副总裁兼首席科学家。 https://slicast.com/article/1v51f6a Slicast en 2026-09-29T10:00:00.000Z Delta Electronics Unveils AI Modular Data Center with 800 VDC In-Row Power for NVIDIA Vera Rubin and Microgrid Solutions at Data Center World Asia 2026 https://slicast.com/zh/article/1v51f6a Slicast zh-cn 2026-09-29T10:00:00.000Z 台达在亚洲2026数据中心展示800V直流AI模块化数据中心及Vera Rubin微电网方案