https://slicast.com/article/1i3n835 Slicast en 2026-09-20T16:48:06.000Z China's CXMT (ChangXin Memory) has begun mass production of G5 DRAM without ASML's banned lithography equipment https://slicast.com/zh/article/1i3n835 Slicast zh-cn 2026-09-20T16:48:06.000Z 长鑫存储(CXMT)已启动G5 DRAM大规模生产，无需ASML被禁光刻设备 https://slicast.com/article/o13sas Slicast en 2026-09-20T16:44:44.000Z OpenAI projects $278 billion in cash burn through 2030 to develop compute infrastructure for large-scale AI models, likely tied to the Stargate joint venture with SoftBank and Oracle. https://slicast.com/zh/article/o13sas Slicast zh-cn 2026-09-20T16:44:44.000Z OpenAI预计至2030年现金支出$278亿用于开发大规模AI模型的计算基础设施，可能与SoftBank、Oracle的Stargate合资项目相关。 https://slicast.com/article/he9go4 Slicast en 2026-09-20T13:50:59.000Z China's CXMT announced G5 DRAM platform entered mass production using quadruple-patterning technology, manufactured without US-banned ASML equipment. https://slicast.com/zh/article/he9go4 Slicast zh-cn 2026-09-20T13:50:59.000Z 中国CXMT宣布G5 DRAM平台进入量产，采用四重图案化技术，不使用美国禁用的ASML设备。 https://slicast.com/article/haykbm Slicast en 2026-09-20T13:26:07.000Z Nvidia-backed AI cloud infrastructure provider Nscale announced plans for US public listing with estimated $35 billion valuation. https://slicast.com/zh/article/haykbm Slicast zh-cn 2026-09-20T13:26:07.000Z 获Nvidia支持的AI云基础设施提供商Nscale宣布计划在美上市，估值350亿美元。 https://slicast.com/article/pj7h77 Slicast en 2026-09-20T13:25:15.000Z GE Vernova reported data-center orders doubled; Vineyard Wind offshore grid dispute resolved, removing energy supply constraint for Northeast US capacity. https://slicast.com/zh/article/pj7h77 Slicast zh-cn 2026-09-20T13:25:15.000Z GE Vernova 数据中心订单翻倍；Vineyard Wind 海上电网纠纷解决，消除美国东北部容量的能源供应约束。 https://slicast.com/commentary/tenstorrent-2026-09-18 Slicast en 2026-09-18T22:00:21.291Z Qualcomm's Reported Tenstorrent Acquisition, September 2026: What a $10 Billion RISC-V Bid Would Signal https://slicast.com/zh/commentary/tenstorrent-2026-09-18 Slicast zh-cn 2026-09-18T22:00:21.291Z 高通据报洽购Tenstorrent，2026年9月：一笔百亿美元RISC-V押注意味着什么 https://slicast.com/commentary/sambanova-2026-09-18 Slicast en 2026-09-18T21:51:27.783Z SambaNova vs Groq vs Cerebras: Inference Architecture as Token Costs Collapsed 1,000x, September 2026 https://slicast.com/zh/commentary/sambanova-2026-09-18 Slicast zh-cn 2026-09-18T21:51:27.783Z SambaNova对比Groq与Cerebras：令牌成本下降1000倍背景下的推理架构竞争，2026年9月 https://slicast.com/commentary/huawei-2026-09-18 Slicast en 2026-09-18T21:41:27.670Z Huawei Ascend NPU Roadmap, September 2026: 960PR FP4 Performance Doubles Guidance, 960DT Pulled to Q1 2027 https://slicast.com/zh/commentary/huawei-2026-09-18 Slicast zh-cn 2026-09-18T21:41:27.670Z 华为昇腾NPU路线图（2026年9月）：960PR FP4性能翻番，960DT提前至2027年一季度 https://slicast.com/commentary/anthropic-2026-09-18 Slicast en 2026-09-18T21:28:09.936Z Why Anthropic's $32 Billion Queensland Data Centre Bet Runs on Coal as Its CEO Calls for an AI Slowdown https://slicast.com/zh/commentary/anthropic-2026-09-18 Slicast zh-cn 2026-09-18T21:28:09.936Z 为何Anthropic 320亿美元昆士兰数据中心押注依赖燃煤电力，同期CEO却呼吁AI产业放缓 https://slicast.com/commentary/nuscale-2026-09-18 Slicast en 2026-09-18T21:20:12.717Z NuScale Power (SMR), September 2026: Romania Audit and Earnings Miss Test the Nuclear Build-Out Case https://slicast.com/zh/commentary/nuscale-2026-09-18 Slicast zh-cn 2026-09-18T21:20:12.717Z NuScale Power（SMR）2026年9月：罗马尼亚审计与财报不达预期考验SMR商业化逻辑 https://slicast.com/brief/2026-09-19 Slicast en 2026-09-18T21:11:39.666Z AI Infrastructure Briefing — 2026-09-19 https://slicast.com/zh/brief/2026-09-19 Slicast zh-cn 2026-09-18T21:11:39.666Z AI 基础设施早报 · 2026-09-19 https://slicast.com/ko/brief/2026-09-19 Slicast ko 2026-09-18T21:11:39.666Z AI 인프라 브리핑 · 2026-09-19 https://slicast.com/article/k7lqpg Slicast en 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/zh/article/k7lqpg Slicast zh-cn 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/article/13dbt0e Slicast en 2026-09-18T21:08:00.000Z SK Hynix and NVIDIA lock in $500 billion HBM supply agreement, finalizing Vera Rubin memory landscape https://slicast.com/zh/article/13dbt0e Slicast zh-cn 2026-09-18T21:08:00.000Z SK Hynix 与 NVIDIA 锁定 $5000 亿 HBM 供应协议，Vera Rubin 内存格局敲定 https://slicast.com/ko/article/13dbt0e Slicast ko 2026-09-18T21:08:00.000Z SK하이닉스와 엔비디아, 5000억 달러 규모 HBM 공급 계약 체결로 베라 루빈 메모리 환경 확정 https://slicast.com/article/1x48jft Slicast en 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴 https://slicast.com/zh/article/1x48jft Slicast zh-cn 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴