https://slicast.com/article/1tylii3 Slicast en 2026-09-26T13:55:00.000Z US and China agree to $30 billion in tariff cuts and establish formal AI policy dialogue following a Trump-Xi summit meeting. https://slicast.com/zh/article/1tylii3 Slicast zh-cn 2026-09-26T13:55:00.000Z 美中同意削减30亿美元关税，并在特朗普-习峰会后建立正式AI政策对话。 https://slicast.com/article/z5oxd7 Slicast en 2026-09-26T10:44:24.000Z Oracle's major AI data center project faces a land dispute that threatens its completion and timeline. https://slicast.com/zh/article/z5oxd7 Slicast zh-cn 2026-09-26T10:44:24.000Z Oracle重大AI数据中心项目面临土地纠纷，威胁其完成和时间表。 https://slicast.com/article/een3v2 Slicast en 2026-09-26T09:55:05.000Z Google CEO Pichai officially announces Google will launch Tensor Processing Units (TPUs) to orbit on October 1, expanding AI compute infrastructure to space-based platforms. https://slicast.com/zh/article/een3v2 Slicast zh-cn 2026-09-26T09:55:05.000Z Google CEO Pichai正式宣布Google将于10月1日推出Tensor Processing Units（TPUs）至轨道，扩展AI计算基础设施到空基平台。 https://slicast.com/article/mwit70 Slicast en 2026-09-26T09:11:07.000Z SpaceX achieves mass production of complete AI data centers with one facility coming online per month, representing a 10x acceleration in deployment pace. https://slicast.com/zh/article/mwit70 Slicast zh-cn 2026-09-26T09:11:07.000Z SpaceX实现AI数据中心规模化生产，每月上线一个设施，部署速度提升10倍。 https://slicast.com/commentary/microsoft-2026-09-25 Slicast en 2026-09-25T22:15:34.938Z Microsoft Azure AI Infrastructure Expansion, September 2026: $115.95B Capex and a 38 GW Capacity Target https://slicast.com/zh/commentary/microsoft-2026-09-25 Slicast zh-cn 2026-09-25T22:15:34.938Z 微软Azure AI基础设施扩张，2026年9月：1160亿美元资本支出与38吉瓦容量目标 https://slicast.com/commentary/applied-digital-2026-09-25 Slicast en 2026-09-25T22:07:54.526Z Applied Digital Contracted Revenue, September 2026: Five Leases Push the Total Past $7 Billion https://slicast.com/zh/commentary/applied-digital-2026-09-25 Slicast zh-cn 2026-09-25T22:07:54.526Z Applied Digital 合同收入，2026年9月：五份租约推动初期合同收入突破71亿美元 https://slicast.com/commentary/oracle-2026-09-25 Slicast en 2026-09-25T21:58:30.683Z Oracle Project Jupiter Force Majeure Notice Stalls $18B Data Center Loan, September 2026 https://slicast.com/zh/commentary/oracle-2026-09-25 Slicast zh-cn 2026-09-25T21:58:30.683Z 甲骨文Project Jupiter不可抗力通知致180亿美元建设贷款承压，2026年9月 https://slicast.com/commentary/xai-2026-09-25 Slicast en 2026-09-25T21:49:51.115Z xAI Colossus Expansion, September 2026: The Road to 1.44 Million Nvidia GPUs https://slicast.com/zh/commentary/xai-2026-09-25 Slicast zh-cn 2026-09-25T21:49:51.115Z xAI Colossus扩张，2026年9月：通往144万块英伟达GPU的路线图 https://slicast.com/article/10y8e7l Slicast en 2026-09-25T21:41:00.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-25T21:41:00.000Z Parallel - AI代理网络基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-25T21:41:00.000Z Parallel - AI 에이전트용 웹 인프라 https://slicast.com/brief/2026-09-26 Slicast en 2026-09-25T21:23:37.934Z AI Infrastructure Briefing — 2026-09-26 https://slicast.com/zh/brief/2026-09-26 Slicast zh-cn 2026-09-25T21:23:37.934Z AI 基础设施早报 · 2026-09-26 https://slicast.com/ko/brief/2026-09-26 Slicast ko 2026-09-25T21:23:37.934Z AI 인프라 브리핑 · 2026-09-26 https://slicast.com/article/kl2lcg Slicast en 2026-09-25T21:10:00.000Z From Data Centres to AI Factories: What NVIDIA GTC 2026... https://slicast.com/zh/article/kl2lcg Slicast zh-cn 2026-09-25T21:10:00.000Z Jensen Huang 披露 Blackwell/Vera Rubin 芯片预订额超1万亿美元 https://slicast.com/ko/article/kl2lcg Slicast ko 2026-09-25T21:10:00.000Z 데이터 센터에서 AI 팩토리로: NVIDIA GTC 2026... https://slicast.com/article/186v5cs Slicast en 2026-09-25T21:09:00.000Z CoreWeave gains 19%, Nebius surges 34% in post-earnings neocloud rally https://slicast.com/zh/article/186v5cs Slicast zh-cn 2026-09-25T21:09:00.000Z Nebius Q2营收 5.75亿美元(同比+514%),合同总价翻四倍 https://slicast.com/ko/article/186v5cs Slicast ko 2026-09-25T21:09:00.000Z CoreWeave 19% 상승, Nebius 34% 급등…실적 후 네오클라우드 랠리 https://slicast.com/article/kbjsa2 Slicast en 2026-09-25T21:07:00.000Z HBM Supply Crisis 2026: The Bottleneck Redefining AI https://slicast.com/zh/article/kbjsa2 Slicast zh-cn 2026-09-25T21:07:00.000Z HBM4 认证完成,SK Hynix/三星/美光全部通过;TSMC CoWoS 封装产能锁至2027年中 https://slicast.com/ko/article/kbjsa2 Slicast ko 2026-09-25T21:07:00.000Z HBM 공급 위기 2026: AI를 재정의하는 병목 https://slicast.com/article/prs5zu Slicast en 2026-09-25T21:06:00.000Z $205B Google, $200B Amazon — AI Capex 2026 https://slicast.com/zh/article/prs5zu Slicast zh-cn 2026-09-25T21:06:00.000Z 五大超大规模厂商2026年资本开支合计7250亿美元,微软800亿Azure积压因电力受阻 https://slicast.com/article/me67cr Slicast en 2026-09-25T21:05:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-25T21:05:00.000Z OpenAI 租赁俄亥俄州8 IT-GW园区,NVIDIA 担保1050亿美元租约 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-25T21:05:00.000Z 엔비디아, 오하이오 OpenAI 데이터 센터를 위해 $105 billion 자금 지원 https://slicast.com/article/1taaucs Slicast en 2026-09-25T21:04:00.000Z Nvidia confirms it will buy Hugging Face for $12.9 billion https://slicast.com/zh/article/1taaucs Slicast zh-cn 2026-09-25T21:04:00.000Z NVIDIA 以 129.3亿美元收购 Hugging Face,为史上第二大并购 https://slicast.com/ko/article/1taaucs Slicast ko 2026-09-25T21:04:00.000Z Nvidia가 Hugging Face를 $12.9 billion에 인수한다고 확인했다 https://slicast.com/article/1h20k7a Slicast en 2026-09-25T21:03:00.000Z H100 Rental Prices Halve to $3.38/Hr in 2026 https://slicast.com/zh/article/1h20k7a Slicast zh-cn 2026-09-25T21:03:00.000Z H100 现货中位价跌至 $3.25/GPU小时,Nebius 逆势涨价17%至 $4.50 https://slicast.com/ko/article/1h20k7a Slicast ko 2026-09-25T21:03:00.000Z H100 렌탈 가격 절반으로 급락, 시간당 $3.38 2026년 https://slicast.com/article/1hici9z Slicast en 2026-09-25T21:02:00.000Z CoreWeave Continues to Contract New Compute Capacity at Higher Prices https://slicast.com/zh/article/1hici9z Slicast zh-cn 2026-09-25T21:02:00.000Z CoreWeave 披露 Q3 短期合同均价4000万美元/兆瓦,契约算力扩至4.2 GW https://slicast.com/ko/article/1hici9z Slicast ko 2026-09-25T21:02:00.000Z CoreWeave, 더 높은 가격에 신규 컴퓨팅 용량 계약 지속 https://slicast.com/article/66qjsy Slicast en 2026-09-25T21:01:00.000Z Neocloud Stocks Fall as Selling Extends After a Week of Research Notes https://slicast.com/zh/article/66qjsy Slicast zh-cn 2026-09-25T21:01:00.000Z Neocloud 板块遭卖出评级围攻:IREN 跌4%、CoreWeave 跌3%、Nebius 跌2% https://slicast.com/ko/article/66qjsy Slicast ko 2026-09-25T21:01:00.000Z 네오클라우드 주가 하락, 리서치 노트 주간 이후 매도세 확대 https://slicast.com/article/1dby3hk Slicast en 2026-09-25T20:42:26.000Z Applied Digital registers up to $835M in shares for resale to fund new data-center construction. https://slicast.com/zh/article/1dby3hk Slicast zh-cn 2026-09-25T20:42:26.000Z Applied Digital 注册最多 8.35 亿美元股份用于二次发行,融资新数据中心建设。 https://slicast.com/ko/article/1dby3hk Slicast ko 2026-09-25T20:42:26.000Z Applied Digital이 새로운 데이터센터 건설을 위해 최대 $835M 규모의 주식 재매각 등록 https://slicast.com/article/1x0qz59 Slicast en 2026-09-25T20:40:47.000Z Huawei and Alibaba announce progress on AI accelerators, cluster interconnect, and storage capabilities. https://slicast.com/zh/article/1x0qz59 Slicast zh-cn 2026-09-25T20:40:47.000Z Huawei 和 Alibaba 宣布在 AI 加速器、集群互连和存储能力方面取得进展。 https://slicast.com/ko/article/1x0qz59 Slicast ko 2026-09-25T20:40:47.000Z Huawei와 Alibaba가 AI 가속기, 클러스터 인터커넥트, 스토리지 기능에 대한 진전을 발표합니다. https://slicast.com/article/wr7y3e Slicast en 2026-09-25T20:37:30.000Z Inter-American Development Bank approves $300M loan for Scala Data Centers' Brazil expansion. https://slicast.com/zh/article/wr7y3e Slicast zh-cn 2026-09-25T20:37:30.000Z 美洲开发银行批准为 Scala Data Centers 巴西扩张提供 3 亿美元贷款。 https://slicast.com/ko/article/wr7y3e Slicast ko 2026-09-25T20:37:30.000Z Inter-American Development Bank가 Scala Data Centers의 브라질 확장에 $300M 대출을 승인했습니다. https://slicast.com/article/r7hrqh Slicast en 2026-09-25T20:36:06.000Z Five GPU infrastructure leases bring Applied Digital's initial-term contracted revenue to $7.1 billion. https://slicast.com/zh/article/r7hrqh Slicast zh-cn 2026-09-25T20:36:06.000Z 五份 GPU 基础设施租赁合同使 Applied Digital 初期合同收入达 71 亿美元。 https://slicast.com/ko/article/r7hrqh Slicast ko 2026-09-25T20:36:06.000Z 5개 GPU 인프라 리스로 Applied Digital의 초기 계약 수익이 71억 달러에 달했다. https://slicast.com/article/tgcf0b Slicast en 2026-09-25T19:30:00.000Z No AI chip negotiations with China are proceeding; US export control policy remains firm. https://slicast.com/zh/article/tgcf0b Slicast zh-cn 2026-09-25T19:30:00.000Z 美国暂停与中国进行 AI 芯片谈判,出口管制政策保持严格。 https://slicast.com/ko/article/tgcf0b Slicast ko 2026-09-25T19:30:00.000Z 중국과의 AI 칩 협상은 진행 중이지 않으며, 미국 수출 통제 정책은 견고하게 유지되고 있습니다. https://slicast.com/article/3sva76 Slicast en 2026-09-25T19:26:34.000Z US federal government commits $1.9 billion in grid upgrades expected to unlock at least 23 gigawatts of additional capacity for data-center demand. https://slicast.com/zh/article/3sva76 Slicast zh-cn 2026-09-25T19:26:34.000Z 美国联邦政府投入 19 亿美元用于电网升级,预计为数据中心需求增加至少 23 吉瓦产能。 https://slicast.com/ko/article/3sva76 Slicast ko 2026-09-25T19:26:34.000Z 미국 연방 정부가 데이터센터 수요를 위해 최소 23 gigawatts의 추가 용량을 개방할 것으로 예상되는 전력망 업그레이드에 $1.9 billion을 투자한다. https://slicast.com/article/skewj8 Slicast en 2026-09-25T19:04:00.000Z Bloom Energy surges on S&P 500 inclusion and accelerating AI power deals with hyperscalers. https://slicast.com/zh/article/skewj8 Slicast zh-cn 2026-09-25T19:04:00.000Z Bloom Energy 因纳入标普 500 和与超大规模厂商达成 AI 电力交易而股价飙升。 https://slicast.com/ko/article/skewj8 Slicast ko 2026-09-25T19:04:00.000Z Bloom Energy가 S&P 500 편입과 하이퍼스케일러와의 AI 전력 거래 가속화로 급등 https://slicast.com/article/w51auq Slicast en 2026-09-25T19:00:00.000Z A$1.1 billion AI data-center project in Melbourne faces community opposition and grid stress amid Australian power constraints. https://slicast.com/zh/article/w51auq Slicast zh-cn 2026-09-25T19:00:00.000Z 澳洲墨尔本 11 亿澳元 AI 数据中心项目遭遇社区反对和电网压力。 https://slicast.com/ko/article/w51auq Slicast ko 2026-09-25T19:00:00.000Z 멜버른의 A$1.1 billion AI 데이터센터 프로젝트가 호주의 전력 제약 속에서 지역사회 반대와 전력망 스트레스에 직면하고 있다. https://slicast.com/article/1tkbtup Slicast en 2026-09-25T18:40:00.000Z Microsoft Quantum opens a research center in Maryland to support DARPA quantum computing testing. https://slicast.com/zh/article/1tkbtup Slicast zh-cn 2026-09-25T18:40:00.000Z Microsoft Quantum 在 Maryland 开设研究中心,支持 DARPA 量子计算测试。 https://slicast.com/ko/article/1tkbtup Slicast ko 2026-09-25T18:40:00.000Z Microsoft Quantum이 DARPA 양자 컴퓨팅 테스트를 지원하기 위해 메릴랜드에 연구센터를 개설한다. https://slicast.com/article/1gh8150 Slicast en 2026-09-25T18:31:32.000Z Texas governor orders a halt to data-center permitting pending state agency audits of previous approvals. https://slicast.com/zh/article/1gh8150 Slicast zh-cn 2026-09-25T18:31:32.000Z Texas 州长下令暂停数据中心许可审批,待州机构对之前批准项目进行审计。 https://slicast.com/ko/article/1gh8150 Slicast ko 2026-09-25T18:31:32.000Z 텍사스 주지사, 이전 승인 감사까지 데이터센터 허가 중단 https://slicast.com/article/1vwxiuu Slicast en 2026-09-25T18:30:34.000Z IREN (bitcoin miner) repositions as an AI/HPC compute provider; analysts see 82% upside potential. https://slicast.com/zh/article/1vwxiuu Slicast zh-cn 2026-09-25T18:30:34.000Z IREN (比特币矿工)重新定位为 AI/HPC 计算提供商,分析师看到 82% 的上升空间。 https://slicast.com/ko/article/1vwxiuu Slicast ko 2026-09-25T18:30:34.000Z IREN(비트코인 채굴업체)이 AI/HPC 컴퓨팅 제공업체로 재포지셔닝되고 있으며, 분석가들은 82% 상승 가능성을 전망합니다. https://slicast.com/article/axxurm Slicast en 2026-09-25T18:02:25.000Z Fervo Energy (Google-backed) brings 33 MW of geothermal online in Utah, targeting 100 MW by year-end and 500 MW by 2028. https://slicast.com/zh/article/axxurm Slicast zh-cn 2026-09-25T18:02:25.000Z Google 支持的 Fervo Energy 在 Utah 上线 33 兆瓦地热电源,目标为年底达 100 兆瓦,2028 年达 500 兆瓦。 https://slicast.com/ko/article/axxurm Slicast ko 2026-09-25T18:02:25.000Z Fervo Energy (구글 지원), 유타에서 33 MW 지열발전 가동 개시…연말 100 MW·2028년 500 MW 목표 https://slicast.com/article/dnynr8 Slicast en 2026-09-25T17:54:55.000Z Oracle invokes force majeure on 'Project Jupiter' AI data-center build, citing unforeseen obstacles. https://slicast.com/zh/article/dnynr8 Slicast zh-cn 2026-09-25T17:54:55.000Z Oracle 以不可抗力为由暂停 'Project Jupiter' AI 数据中心项目。 https://slicast.com/ko/article/dnynr8 Slicast ko 2026-09-25T17:54:55.000Z Oracle이 'Project Jupiter' AI 데이터센터 건설에 불가항력 조항을 발동, 예측 불가능한 장애물을 이유로 제시 https://slicast.com/article/nz5c9h Slicast en 2026-09-25T17:42:18.000Z US states adopt large-load tariffs and other measures to curb speculative data-center projects amid local backlash. https://slicast.com/zh/article/nz5c9h Slicast zh-cn 2026-09-25T17:42:18.000Z 美国各州采取大用电量关税和其他措施以制止投机性数据中心项目,遭遇当地反对。 https://slicast.com/ko/article/nz5c9h Slicast ko 2026-09-25T17:42:18.000Z 미국 주들이 지역 반발 속에서 투기적 데이터센터 프로젝트를 억제하기 위해 대용량 관세와 기타 조치를 채택한다. https://slicast.com/article/fwri69 Slicast en 2026-09-25T17:36:03.000Z Oracle's AI campus integrates Bloom Energy fuel cells for on-site power generation. https://slicast.com/zh/article/fwri69 Slicast zh-cn 2026-09-25T17:36:03.000Z Oracle 的 AI 校园集成 Bloom Energy 燃料电池进行现场发电。 https://slicast.com/ko/article/fwri69 Slicast ko 2026-09-25T17:36:03.000Z Oracle의 AI 캠퍼스가 온사이트 전력 생성을 위해 Bloom Energy 연료전지를 통합하고 있다. https://slicast.com/article/r7trm9 Slicast en 2026-09-25T17:25:35.000Z Google is integrating low-voltage DC (LVDC) power systems, battery energy storage systems (BESS), and liquid cooling across its AI data center portfolio to shift from backup power to active grid partn https://slicast.com/zh/article/r7trm9 Slicast zh-cn 2026-09-25T17:25:35.000Z 谷歌在其AI数据中心投资组合中集成低压直流电（LVDC）电力系统、电池储能系统（BESS）和液体冷却技术，从备用电源转向主动电网合作伙伴角色。 https://slicast.com/ko/article/r7trm9 Slicast ko 2026-09-25T17:25:35.000Z Google이 저압 DC(LVDC) 전력 시스템, 배터리 에너지 저장 시스템(BESS), 액체 냉각을 AI 데이터센터 포트폴리오에 통합하여 백업 전력에서 능동적 그리드 파트너십으로 전환하고 있습니다. https://slicast.com/article/13cy61f Slicast en 2026-09-25T16:55:00.000Z Oracle has reaffirmed its 2.4 GW fuel cell power purchase commitment from Bloom Energy despite a previously issued force majeure notice. https://slicast.com/zh/article/13cy61f Slicast zh-cn 2026-09-25T16:55:00.000Z 尽管之前发出了不可抗力通知，甲骨文已证实其与Bloom Energy的2.4 GW燃料电池购电承诺。 https://slicast.com/ko/article/13cy61f Slicast ko 2026-09-25T16:55:00.000Z Oracle은 이전에 발급된 불가항력 통지에도 불구하고 Bloom Energy의 2.4 GW 연료전지 전력 구매 약정을 재확인했다. https://slicast.com/article/jihl4l Slicast en 2026-09-25T16:43:33.000Z NetApp is acquiring Peak:AIO to integrate metadata innovation and parallel NFS capabilities into its ONTAP storage platform for AI cloud workloads. https://slicast.com/zh/article/jihl4l Slicast zh-cn 2026-09-25T16:43:33.000Z NetApp正在收购Peak:AIO公司，将元数据创新和并行NFS功能集成到其ONTAP存储平台中以支持AI云工作负载。 https://slicast.com/ko/article/jihl4l Slicast ko 2026-09-25T16:43:33.000Z NetApp이 Peak:AIO를 인수해 메타데이터 혁신과 병렬 NFS 기능을 ONTAP 스토리지 플랫폼에 통합하여 AI 클라우드 워크로드를 지원합니다. https://slicast.com/article/fs9kjf Slicast en 2026-09-25T16:31:09.000Z Infineon is repositioning its portfolio for AI power applications, leveraging its Bangkok fab capacity and striking a deal with Winbond to accelerate AI-focused chip production. https://slicast.com/zh/article/fs9kjf Slicast zh-cn 2026-09-25T16:31:09.000Z 英飞凌正在重新调整其产品组合以支持AI电源应用，利用其曼谷晶圆厂产能，并与华邦电子达成协议以加快AI芯片生产。 https://slicast.com/ko/article/fs9kjf Slicast ko 2026-09-25T16:31:09.000Z Infineon은 AI 전력 애플리케이션을 위해 포트폴리오를 재편성하고 있으며, Bangkok 팹 용량을 활용하고 Winbond와 거래를 체결하여 AI 중심 칩 생산을 가속화하고 있습니다. https://slicast.com/article/3ud1by Slicast en 2026-09-25T16:17:14.000Z Elon Musk's xAI has announced a roadmap to 1.44 million GPU capacity following recent deployments of 660,000 NVIDIA Blackwell GPUs. https://slicast.com/zh/article/3ud1by Slicast zh-cn 2026-09-25T16:17:14.000Z 埃隆·马斯克的xAI在部署660,000块英伟达Blackwell GPU后宣布了到达144万GPU产能的路线图。 https://slicast.com/ko/article/3ud1by Slicast ko 2026-09-25T16:17:14.000Z Elon Musk의 xAI는 최근 660,000개 NVIDIA Blackwell GPU 배포 이후 144만 개 규모의 GPU 용량 달성을 위한 로드맵을 발표했다. https://slicast.com/article/11xt7dg Slicast en 2026-09-25T16:16:04.000Z U.S. Senate Democrats have blocked a bill that would have insulated residential customers from increases in electricity costs driven by data center demand. https://slicast.com/zh/article/11xt7dg Slicast zh-cn 2026-09-25T16:16:04.000Z 美国参议院民主党人士阻止了一项法案，该法案本应保护住宅用户免受数据中心需求驱动的电费上涨影响。 https://slicast.com/ko/article/11xt7dg Slicast ko 2026-09-25T16:16:04.000Z U.S. 상원 민주당원들이 데이터 센터 수요로 인한 전기 요금 인상으로부터 주택 고객들을 보호할 법안을 저지했다. https://slicast.com/article/17c0r27 Slicast en 2026-09-25T16:14:33.000Z The Electric Reliability Council of Texas (ERCOT) forecasts a significant surge in power demand through the 2030s as data center growth accelerates across Texas. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-09-25T16:14:33.000Z 德州电力可靠性委员会（ERCOT）预测随着德州数据中心增长加速，2030年代电力需求将出现显著激增。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-09-25T16:14:33.000Z ERCOT는 텍사스 전역의 데이터센터 성장이 가속화됨에 따라 2030년대를 거쳐 전력 수요의 급증을 전망합니다. https://slicast.com/article/h210sh Slicast en 2026-09-25T16:03:55.000Z Australian telecom Vocus is building a 4,000-kilometer fiber link between Brisbane and Darwin to serve hyperscaler, neocloud, and enterprise demand. https://slicast.com/zh/article/h210sh Slicast zh-cn 2026-09-25T16:03:55.000Z 澳大利亚电信公司Vocus正在建设一条4,000公里的光纤链路，连接布里斯班和达尔文，以服务超大规模、新云和企业客户。 https://slicast.com/ko/article/h210sh Slicast ko 2026-09-25T16:03:55.000Z 호주 통신사 Vocus는 하이퍼스케일러, 신규 클라우드, 기업 수요에 대응하기 위해 Brisbane과 Darwin 간 4,000km 광섬유 링크를 구축하고 있습니다. https://slicast.com/article/9ipcn8 Slicast en 2026-09-25T16:00:00.000Z China's Xi Jinping has publicly acknowledged AI risks while the U.S. under Trump is downplaying AI regulation, signaling divergent export-control stances on AI chips. https://slicast.com/zh/article/9ipcn8 Slicast zh-cn 2026-09-25T16:00:00.000Z 中国的习近平公开承认AI风险，而美国特朗普政府则淡化AI监管，对AI芯片出口管制立场出现分歧。 https://slicast.com/ko/article/9ipcn8 Slicast ko 2026-09-25T16:00:00.000Z 중국의 시진핑은 AI 위험을 공개적으로 인정한 반면, 트럼프 행정부의 미국은 AI 규제를 경시하고 있으며, AI 칩에 대한 상이한 수출 통제 입장을 드러내고 있다. https://slicast.com/article/9s5xgf Slicast en 2026-09-25T15:56:38.000Z Swiss Re and the London Stock Exchange have identified AI infrastructure and supply chains as emerging systemic risks to the financial system. https://slicast.com/zh/article/9s5xgf Slicast zh-cn 2026-09-25T15:56:38.000Z 瑞士再保险和伦敦证券交易所已将AI基础设施和供应链确定为金融系统的新兴系统性风险。 https://slicast.com/ko/article/9s5xgf Slicast ko 2026-09-25T15:56:38.000Z Swiss Re와 the London Stock Exchange는 AI 인프라와 공급망을 금융 시스템의 신흥 체계적 위험으로 파악했다. https://slicast.com/article/h0tyba Slicast en 2026-09-25T15:55:08.000Z The Stargate AI data center project, part of Trump's $18 billion infrastructure initiative, is reportedly facing severe execution and financial challenges. https://slicast.com/zh/article/h0tyba Slicast zh-cn 2026-09-25T15:55:08.000Z 特朗普$18亿基础设施举措的一部分Stargate AI数据中心项目据报道面临严重的执行和财务挑战。 https://slicast.com/ko/article/h0tyba Slicast ko 2026-09-25T15:55:08.000Z Stargate AI 데이터센터 프로젝트는 Trump의 180억 달러 인프라 계획의 일부이며, 심각한 시행 및 재무 문제에 직면하고 있는 것으로 알려졌습니다. https://slicast.com/article/bocosb Slicast en 2026-09-25T15:47:14.000Z Goldman Sachs forecasts AI infrastructure spending will climb toward $1.1 trillion annually, even as valuations of pure-play AI infrastructure companies are compressing. https://slicast.com/zh/article/bocosb Slicast zh-cn 2026-09-25T15:47:14.000Z 高盛预测AI基础设施支出将攀升至每年接近1.1万亿美元，同时纯粹AI基础设施公司的估值在压缩。 https://slicast.com/ko/article/bocosb Slicast ko 2026-09-25T15:47:14.000Z Goldman Sachs는 AI 인프라 지출이 연간 1.1조 달러를 향해 증가할 것으로 전망하고 있는 가운데, 순수 AI 인프라 기업들의 밸류에이션은 축소되고 있다. https://slicast.com/article/152qxcn Slicast en 2026-09-25T15:44:40.000Z Oracle has issued a force majeure notice on its power supply commitment for Project Jupiter, Stargate's AI data center in New Mexico. https://slicast.com/zh/article/152qxcn Slicast zh-cn 2026-09-25T15:44:40.000Z 甲骨文已对其Stargate关键项目Project Jupiter新墨西哥州数据中心的电源供应承诺发布了不可抗力通知。 https://slicast.com/ko/article/152qxcn Slicast ko 2026-09-25T15:44:40.000Z 오라클이 뉴멕시코의 Stargate AI 데이터센터인 Project Jupiter의 전력 공급 약정에 대한 불가항력 통지를 발급했다. https://slicast.com/article/v12k5f Slicast en 2026-09-25T15:40:00.000Z SpaceX's Colossus 2 AI data center will receive 220,000 NVIDIA GB300 GPUs next week, with two additional tranches of the same quantity arriving later this year, totaling approximately 660,000 new GPUs https://slicast.com/zh/article/v12k5f Slicast zh-cn 2026-09-25T15:40:00.000Z SpaceX的Colossus 2 AI数据中心将于下周接收220,000个英伟达GB300 GPU，今年稍后再接收两批相同数量，总计约660,000个新GPU。 https://slicast.com/ko/article/v12k5f Slicast ko 2026-09-25T15:40:00.000Z SpaceX의 Colossus 2 AI 데이터 센터는 다음 주에 220,000개의 NVIDIA GB300 GPU를 수령하며, 동일한 수량의 배치 2개가 올해 말에 도착하여 총 약 660,000개의 신규 GPU가 됩니다. https://slicast.com/article/shm9bl Slicast en 2026-09-25T15:34:00.000Z Nscale, an AI cloud and data center company, raised $3.36 billion ahead of its initial public offering following disclosure of its IPO prospectus. https://slicast.com/zh/article/shm9bl Slicast zh-cn 2026-09-25T15:34:00.000Z AI云计算和数据中心公司Nscale在披露IPO招股说明书后融资33.6亿美元，为其上市前做准备。 https://slicast.com/ko/article/shm9bl Slicast ko 2026-09-25T15:34:00.000Z Nscale은 AI 클라우드 및 데이터센터 회사로서, IPO 공시서 공개에 따라 상장을 앞두고 33억 6천만 달러를 조성했다. https://slicast.com/article/t5swqt Slicast en 2026-09-25T15:32:00.000Z Micas expands its Malaysian manufacturing facility to increase production of AI networking optics and silicon components. https://slicast.com/zh/article/t5swqt Slicast zh-cn 2026-09-25T15:32:00.000Z Micas扩展其马来西亚制造设施，增加AI网络光学和硅元件的生产。 https://slicast.com/ko/article/t5swqt Slicast ko 2026-09-25T15:32:00.000Z Micas는 AI 네트워킹 광학 및 실리콘 부품 생산 증대를 위해 말레이시아 제조 시설을 확장합니다. https://slicast.com/article/1kq9hri Slicast en 2026-09-25T15:23:37.000Z Vsora, a European AI chip startup focused on inference, positions itself as 'the European Nvidia for AI inference.' https://slicast.com/zh/article/1kq9hri Slicast zh-cn 2026-09-25T15:23:37.000Z 专注于推理的欧洲AI芯片初创公司Vsora宣称自己是'AI推理领域的欧洲英伟达'。 https://slicast.com/ko/article/1kq9hri Slicast ko 2026-09-25T15:23:37.000Z Vsora는 추론에 중점을 두는 European AI 칩 스타트업으로서, 자신을 'AI 추론의 European Nvidia'로 자리매김한다. https://slicast.com/article/uhqolp Slicast en 2026-09-25T15:08:00.000Z Meta's AI agent Muse achieves 100x cost efficiency advantage for recommender-feed workloads compared to generative chat on equivalent infrastructure. https://slicast.com/zh/article/uhqolp Slicast zh-cn 2026-09-25T15:08:00.000Z Meta的AI代理Muse在推荐系统工作负载上相比生成式聊天实现100倍的成本效率优势。 https://slicast.com/ko/article/uhqolp Slicast ko 2026-09-25T15:08:00.000Z Meta의 AI 에이전트 Muse는 동등한 인프라에서 생성형 챗 대비 추천 피드 워크로드에 대해 100배의 비용 효율성 우위를 달성합니다. https://slicast.com/article/1tjb72o Slicast en 2026-09-25T15:04:59.000Z SpaceX will deploy five giant AI data centers by end of 2026, achieving serial manufacturing throughput of 450 MW per month across its data center fabrication process. https://slicast.com/zh/article/1tjb72o Slicast zh-cn 2026-09-25T15:04:59.000Z SpaceX将在2026年底前部署五个巨型AI数据中心，其数据中心制造工艺达到450 MW/月的连续制造产量。 https://slicast.com/ko/article/1tjb72o Slicast ko 2026-09-25T15:04:59.000Z SpaceX는 2026년 말까지 5개의 대형 AI 데이터 센터를 배포할 예정이며, 데이터 센터 제조 공정 전반에 걸쳐 월 450 MW의 직렬 제조 처리량을 달성합니다. https://slicast.com/article/1jwb2n3 Slicast en 2026-09-25T15:04:00.000Z US technology giants are driving a European nuclear power revival by signing long-term power purchase agreements with nuclear operators. https://slicast.com/zh/article/1jwb2n3 Slicast zh-cn 2026-09-25T15:04:00.000Z 美国科技巨头通过与核电运营商签订长期购电协议，推动欧洲核电复兴。 https://slicast.com/ko/article/1jwb2n3 Slicast ko 2026-09-25T15:04:00.000Z 미국 거대 기술 기업들이 원자력 운영사와의 장기 전력 구매 계약 체결을 통해 유럽 원자력 발전 부흥을 이끌고 있다. https://slicast.com/article/12c2u3b Slicast en 2026-09-25T15:02:00.000Z DensityAI, a chip startup founded by former Tesla Dojo engineers, achieved a $10 billion valuation and has raised hundreds of millions for development of an accelerator with 3D DRAM stacking. https://slicast.com/zh/article/12c2u3b Slicast zh-cn 2026-09-25T15:02:00.000Z 由前Tesla Dojo工程师创立的芯片初创公司DensityAI达到100亿美元估值，融资数亿美元用于开发具有3D DRAM堆叠的加速器。 https://slicast.com/ko/article/12c2u3b Slicast ko 2026-09-25T15:02:00.000Z Tesla Dojo의 전직 엔지니어들이 설립한 칩 스타트업 DensityAI는 $10 billion 기업가치를 달성했으며, 3D DRAM stacking이 탑재된 가속기 개발을 위해 수억 달러를 모금했다. https://slicast.com/article/1u83848 Slicast en 2026-09-25T15:01:28.000Z Supermicro's NVIDIA Vera Rubin NVL72 GPU systems are now shipping with 1.8 MW in-row liquid cooling and a 1,152-GPU scalable unit. https://slicast.com/zh/article/1u83848 Slicast zh-cn 2026-09-25T15:01:28.000Z 超微的英伟达Vera Rubin NVL72 GPU系统现已交付，配备1.8 MW行内液冷和1,152个GPU的可扩展单元。 https://slicast.com/ko/article/1u83848 Slicast ko 2026-09-25T15:01:28.000Z Supermicro의 NVIDIA Vera Rubin NVL72 GPU 시스템이 1.8 MW 인-로우 액체 냉각 및 1,152-GPU 확장 가능한 단위를 갖춘 채 현재 출하 중입니다. https://slicast.com/article/1smptn7 Slicast en 2026-09-25T15:00:22.000Z Tower Semiconductor is investing $4 billion to establish a major optical connectivity hub in Japan, targeting 40x output growth by 2029 compared to 2025 levels. https://slicast.com/zh/article/1smptn7 Slicast zh-cn 2026-09-25T15:00:22.000Z Tower Semiconductor投资40亿美元在日本建立主要光学互联中枢，目标到2029年相比2025年产量增长40倍。 https://slicast.com/ko/article/1smptn7 Slicast ko 2026-09-25T15:00:22.000Z Tower Semiconductor는 $4 billion을 투자하여 일본에 주요 광통신 허브를 구축하고, 2025년 대비 2029년까지 40배의 생산 확대를 목표로 합니다. https://slicast.com/article/wn6iyu Slicast en 2026-09-25T14:58:57.000Z OpenAI's Stargate infrastructure project implements a 'dumb' network architecture, simplifying backbone routing to prioritize GPU cluster performance. https://slicast.com/zh/article/wn6iyu Slicast zh-cn 2026-09-25T14:58:57.000Z OpenAI的Stargate基础设施项目实施'哑'网络架构，简化主干路由以优先考虑GPU集群性能。 https://slicast.com/ko/article/wn6iyu Slicast ko 2026-09-25T14:58:57.000Z OpenAI의 Stargate 인프라 프로젝트는 '단순' 네트워크 아키텍처를 구현하여 백본 라우팅을 간소화하고 GPU 클러스터 성능을 우선한다. https://slicast.com/article/128vyiu Slicast en 2026-09-25T14:58:00.000Z Analyst Chris Wood highlights $990 billion in planned hyperscaler capex spend, flagging AI infrastructure investment risk. https://slicast.com/zh/article/128vyiu Slicast zh-cn 2026-09-25T14:58:00.000Z 分析师Chris Wood指出超大规模云计算公司计划支出9900亿美元，标记AI基础设施投资风险。 https://slicast.com/ko/article/128vyiu Slicast ko 2026-09-25T14:58:00.000Z 분석가 Chris Wood가 계획된 하이퍼스케일러 캐팩스 지출 $990 billion을 강조하며 인공지능 인프라 투자 위험을 지적했다. https://slicast.com/article/8r6or3 Slicast en 2026-09-25T14:56:36.000Z Meta's Muse AI agent runs on AMD EPYC Turin processors, with each user receiving a private sandbox environment provisioned with two vCPUs and 8GB memory. https://slicast.com/zh/article/8r6or3 Slicast zh-cn 2026-09-25T14:56:36.000Z Meta的Muse AI代理运行在AMD EPYC Turin处理器上，每个用户获得一个配置有两个vCPU和8GB内存的私有沙箱环境。 https://slicast.com/ko/article/8r6or3 Slicast ko 2026-09-25T14:56:36.000Z Meta의 Muse AI 에이전트는 AMD EPYC Turin 프로세서에서 실행되며, 각 사용자는 2개의 vCPU와 8GB 메모리가 프로비저닝된 전용 샌드박스 환경을 제공받습니다. https://slicast.com/article/1mtx3ww Slicast en 2026-09-25T14:49:47.000Z CleanSpark, a bitcoin mining company, raised $2.3 billion as miners pivot their infrastructure and capital toward AI and high-performance computing. https://slicast.com/zh/article/1mtx3ww Slicast zh-cn 2026-09-25T14:49:47.000Z 比特币挖矿公司CleanSpark融资23亿美元，矿工将基础设施和资本转向AI和高性能计算。 https://slicast.com/ko/article/1mtx3ww Slicast ko 2026-09-25T14:49:47.000Z CleanSpark는 비트코인 채굴 회사로서 $2.3 billion을 조달했으며, 채굴자들이 인프라와 자본을 AI와 고성능 컴퓨팅으로 전환하고 있습니다. https://slicast.com/article/1co386s Slicast en 2026-09-25T14:42:58.000Z Noctua and Forced Physics are exploring dense micro-channel air cooling capable of dissipating 2,000 watts without high noise levels. https://slicast.com/zh/article/1co386s Slicast zh-cn 2026-09-25T14:42:58.000Z Noctua和Forced Physics正在研究密集微通道空气冷却，能够在无高噪音水平下散热2000瓦。 https://slicast.com/ko/article/1co386s Slicast ko 2026-09-25T14:42:58.000Z Noctua와 Forced Physics는 높은 소음 없이 2,000 와트를 방열할 수 있는 고밀도 마이크로 채널 공기 냉각을 탐색 중입니다. https://slicast.com/article/1v1yx3m Slicast en 2026-09-25T14:17:10.000Z NetApp announced its acquisition of PEAK to expand artificial intelligence storage infrastructure capabilities. https://slicast.com/zh/article/1v1yx3m Slicast zh-cn 2026-09-25T14:17:10.000Z NetApp宣布收购PEAK以扩展人工智能存储基础设施能力。 https://slicast.com/ko/article/1v1yx3m Slicast ko 2026-09-25T14:17:10.000Z NetApp이 인공지능 스토리지 인프라 역량을 확대하기 위해 PEAK 인수를 발표했습니다. https://slicast.com/article/5p9g04 Slicast en 2026-09-25T14:09:00.000Z Applied Digital secured $36 billion in contracted lease agreements, expanding capacity for AI data-center infrastructure. https://slicast.com/zh/article/5p9g04 Slicast zh-cn 2026-09-25T14:09:00.000Z Applied Digital获得360亿美元的长期租赁合同承诺，扩展其AI数据中心基础设施容量。 https://slicast.com/ko/article/5p9g04 Slicast ko 2026-09-25T14:09:00.000Z Applied Digital이 $36 billion 규모의 임차 계약을 확보하여 AI 데이터센터 인프라 용량을 확대했다. https://slicast.com/article/d68kdo Slicast en 2026-09-25T14:00:39.000Z South Korea revised its cloud security framework to improve compatibility with US AI infrastructure security requirements. https://slicast.com/zh/article/d68kdo Slicast zh-cn 2026-09-25T14:00:39.000Z 韩国修订了云安全框架，以改进与美国AI基础设施安全要求的兼容性。 https://slicast.com/ko/article/d68kdo Slicast ko 2026-09-25T14:00:39.000Z 한국이 미국 AI 인프라 보안 요구사항과의 호환성 개선을 위해 클라우드 보안 프레임워크를 개정했다. https://slicast.com/article/1n9um26 Slicast en 2026-09-25T13:53:56.000Z Bloom Energy, a fuel-cell power supplier, faces timeline risks on Project Jupiter, a major AI data-center power initiative. https://slicast.com/zh/article/1n9um26 Slicast zh-cn 2026-09-25T13:53:56.000Z 燃料电池供应商Bloom Energy在Project Jupiter大型AI数据中心电力项目中面临时间表风险。 https://slicast.com/ko/article/1n9um26 Slicast ko 2026-09-25T13:53:56.000Z 연료전지 발전 공급업체 Bloom Energy는 주요 AI 데이터센터 전력 프로젝트 Project Jupiter에서 일정 위험에 직면하고 있다. https://slicast.com/article/1a1orar Slicast en 2026-09-25T13:52:30.000Z CleanMax's AI and data-center power portfolio expanded 10-fold over two years, driven by hyperscaler demand for renewable energy. https://slicast.com/zh/article/1a1orar Slicast zh-cn 2026-09-25T13:52:30.000Z CleanMax的AI和数据中心电力组合在两年内扩展了10倍，由超级云计算公司对可再生能源的需求驱动。 https://slicast.com/ko/article/1a1orar Slicast ko 2026-09-25T13:52:30.000Z CleanMax의 AI 및 데이터센터 전력 포트폴리오가 2년에 걸쳐 10배 확대되었으며, 하이퍼스케일러의 재생에너지 수요에 의해 주도되었습니다. https://slicast.com/article/w97a12 Slicast en 2026-09-25T13:46:29.000Z FERC rejected Oklo's complaint seeking to reinstate a 750-MW mixed-technology power project in Virginia to PJM's interconnection study cycle, delaying it by at least 14 months. https://slicast.com/zh/article/w97a12 Slicast zh-cn 2026-09-25T13:46:29.000Z FERC拒绝了Oklo将其750-MW混合技术电力项目重新纳入PJM互联研究周期的投诉，导致至少14个月的延迟。 https://slicast.com/ko/article/w97a12 Slicast ko 2026-09-25T13:46:29.000Z FERC는 Virginia의 750-MW 혼합 기술 발전 프로젝트를 PJM 계통 연계 연구 주기에 재개하려는 Oklo의 항의를 거부했으며, 최소 14개월의 지연을 초래했다. https://slicast.com/article/81anjt Slicast en 2026-09-25T13:45:00.000Z Norwegian power producers report growing interest from data-center operators seeking long-term power-purchase agreements and renewable energy contracts. https://slicast.com/zh/article/81anjt Slicast zh-cn 2026-09-25T13:45:00.000Z 挪威电力生产商报告来自数据中心运营商的兴趣不断增长，寻求长期购电协议和可再生能源合同。 https://slicast.com/ko/article/81anjt Slicast ko 2026-09-25T13:45:00.000Z 노르웨이 전력 생산업체들이 장기 전력구매계약 및 재생에너지 계약을 추구하는 데이터센터 운영사들의 관심 증가를 보고했다. https://slicast.com/article/1i0ikla Slicast en 2026-09-25T13:44:00.000Z Maryland's governor chose regulated standards for new data-center development rather than a blanket moratorium, allowing projects to proceed with compliance requirements. https://slicast.com/zh/article/1i0ikla Slicast zh-cn 2026-09-25T13:44:00.000Z 马里兰州州长选择了新的数据中心开发标准而非全面禁令，允许项目在合规要求下进行。 https://slicast.com/ko/article/1i0ikla Slicast ko 2026-09-25T13:44:00.000Z 메릴랜드 주지사는 신규 데이터센터 개발에 대한 전면 금지 대신 규제 기준을 채택했으며, 준수 요건을 충족하는 프로젝트의 진행을 허용했다. https://slicast.com/article/jkp63y Slicast en 2026-09-25T13:43:27.000Z Analyst commentary suggests HBM (high-bandwidth memory) demand and NAND pricing will define Micron's memory-chip business cycle. https://slicast.com/zh/article/jkp63y Slicast zh-cn 2026-09-25T13:43:27.000Z 分析师评论表明HBM（高带宽内存）需求和NAND定价将定义Micron的内存芯片周期。 https://slicast.com/ko/article/jkp63y Slicast ko 2026-09-25T13:43:27.000Z 분석가 평가에 따르면 HBM(고대역폭 메모리) 수요와 NAND 가격이 Micron 메모리칩 사업 사이클을 좌우할 것으로 보입니다. https://slicast.com/article/svs0ge Slicast en 2026-09-25T13:41:47.000Z Elon Musk announced that xAI's Colossus 2 could more than double Nvidia chip count by year-end, signaling major capacity expansion. https://slicast.com/zh/article/svs0ge Slicast zh-cn 2026-09-25T13:41:47.000Z 埃隆·马斯克宣布xAI的Colossus 2 Nvidia芯片数量有望翻倍，年底前完成，标志重大产能扩张。 https://slicast.com/article/kr60g3 Slicast en 2026-09-25T13:37:09.000Z Nscale secured $3.36 billion in pre-IPO convertible notes to expand its AI cloud and compute infrastructure offerings. https://slicast.com/zh/article/kr60g3 Slicast zh-cn 2026-09-25T13:37:09.000Z Nscale通过上市前融资获得33.6亿美元的可转换债券，用于扩展其AI云和计算基础设施产品。 https://slicast.com/ko/article/kr60g3 Slicast ko 2026-09-25T13:37:09.000Z Nscale이 IPO 전 전환사채 $3.36 billion을 조달하여 AI 클라우드 및 컴퓨팅 인프라 서비스를 확대했다. https://slicast.com/article/gpa55k Slicast en 2026-09-25T13:37:00.000Z Zeo Energy and Ewyze formed a partnership to provide power infrastructure for AI data-center expansion. https://slicast.com/zh/article/gpa55k Slicast zh-cn 2026-09-25T13:37:00.000Z Zeo Energy和Ewyze合作为AI数据中心扩展提供电力基础设施。 https://slicast.com/ko/article/gpa55k Slicast ko 2026-09-25T13:37:00.000Z Zeo Energy와 Ewyze는 AI 데이터센터 확장을 위한 전력 인프라 제공을 위해 파트너십을 맺었다. https://slicast.com/article/1tze7i0 Slicast en 2026-09-25T13:34:46.000Z NVIDIA launched the DSX Ready qualification program to certify power and cooling products meeting NVIDIA's AI Factory specifications. https://slicast.com/zh/article/1tze7i0 Slicast zh-cn 2026-09-25T13:34:46.000Z 英伟达推出DSX Ready资格认证计划，以认证符合英伟达AI Factory规范的电力和冷却产品。 https://slicast.com/ko/article/1tze7i0 Slicast ko 2026-09-25T13:34:46.000Z NVIDIA는 NVIDIA의 AI Factory 사양을 충족하는 전원 및 냉각 제품을 인증하기 위해 DSX Ready 자격 인증 프로그램을 출시했습니다. https://slicast.com/article/1rzq6yn Slicast en 2026-09-25T13:28:23.000Z Oracle invoked force majeure clauses on data-center delivery contracts, creating uncertainty in financing sentiment for AI infrastructure projects. https://slicast.com/zh/article/1rzq6yn Slicast zh-cn 2026-09-25T13:28:23.000Z Oracle在数据中心交付合同中援引不可抗力条款，对AI基础设施项目融资情绪造成不确定性。 https://slicast.com/ko/article/1rzq6yn Slicast ko 2026-09-25T13:28:23.000Z Oracle이 데이터센터 납기 계약의 불가항력 조항을 발동하면서 AI 인프라 프로젝트의 자금 조달 심리에 불확실성을 초래했다. https://slicast.com/article/13e66dq Slicast en 2026-09-25T13:27:39.000Z NetApp announced acquisition of PEAK:AIO to address AI data-center storage bottlenecks and enhance its infrastructure portfolio. https://slicast.com/zh/article/13e66dq Slicast zh-cn 2026-09-25T13:27:39.000Z NetApp宣布收购PEAK:AIO以应对AI数据中心存储瓶颈，加强其基础设施产品组合。 https://slicast.com/ko/article/13e66dq Slicast ko 2026-09-25T13:27:39.000Z NetApp은 AI 데이터센터 스토리지 병목 해결과 인프라 포트폴리오 강화를 목표로 PEAK:AIO 인수를 발표했습니다. https://slicast.com/article/6pdeq5 Slicast en 2026-09-25T13:27:26.000Z Elon Musk announced that xAI's Colossus 2 cluster could add more than double the current NVIDIA chip count by end of 2026. https://slicast.com/zh/article/6pdeq5 Slicast zh-cn 2026-09-25T13:27:26.000Z Elon Musk宣布xAI的Colossus 2集群可能在2026年底前将当前英伟达芯片数量增加一倍多。 https://slicast.com/ko/article/6pdeq5 Slicast ko 2026-09-25T13:27:26.000Z Elon Musk가 xAI의 Colossus 2 클러스터가 2026년 말까지 현재 NVIDIA 칩 개수의 2배 이상을 추가할 수 있다고 발표했다. https://slicast.com/article/c4xgg2 Slicast en 2026-09-25T13:24:39.000Z Super Micro Computer is ramping shipments of servers equipped with NVIDIA's Vera Rubin GPU processors, demonstrating production scaling for high-density AI clusters. https://slicast.com/zh/article/c4xgg2 Slicast zh-cn 2026-09-25T13:24:39.000Z Super Micro Computer正在提升配备英伟达Vera Rubin GPU处理器的服务器出货量，展示了高密度AI集群的产能扩展。 https://slicast.com/ko/article/c4xgg2 Slicast ko 2026-09-25T13:24:39.000Z Super Micro Computer는 NVIDIA의 Vera Rubin GPU 프로세서를 탑재한 서버의 출하량을 확대하고 있으며, 고밀도 AI 클러스터를 위한 생산 확장을 입증하고 있습니다. https://slicast.com/article/z0ao0n Slicast en 2026-09-25T13:19:07.000Z Google's stock declined as investors questioned the return on investment and capital-expenditure requirements for TPU development and deployment. https://slicast.com/zh/article/z0ao0n Slicast zh-cn 2026-09-25T13:19:07.000Z 投资者对谷歌TPU（张量处理单元）开发和部署的投资回报率和资本支出要求提出质疑，导致谷歌股票下跌。 https://slicast.com/ko/article/z0ao0n Slicast ko 2026-09-25T13:19:07.000Z Google 주가는 투자자들이 TPU 개발 및 배포를 위한 투자 수익률과 자본 지출 필요성에 의문을 제기함에 따라 하락했다. https://slicast.com/article/1h05nm8 Slicast en 2026-09-25T13:16:00.000Z Cipher Digital's Barber Lake lease extension lifted its contracted revenue past $9 billion; TeraWulf and Applied Digital stock also gained. https://slicast.com/zh/article/1h05nm8 Slicast zh-cn 2026-09-25T13:16:00.000Z Cipher Digital的Barber Lake租赁期限延长将其合约收入提升至90亿美元以上；TeraWulf和Applied Digital股票也随之上涨。 https://slicast.com/ko/article/1h05nm8 Slicast ko 2026-09-25T13:16:00.000Z Cipher Digital의 Barber Lake 리스 연장으로 계약 수익이 $9 billion을 넘어섰으며, TeraWulf와 Applied Digital 주식도 상승했다. https://slicast.com/article/1pv51p7 Slicast en 2026-09-25T13:15:29.000Z Atlas Energy announced power-supply agreements to support AI data-center expansion. https://slicast.com/zh/article/1pv51p7 Slicast zh-cn 2026-09-25T13:15:29.000Z Atlas Energy宣布了支持AI数据中心扩展的电力供应协议。 https://slicast.com/ko/article/1pv51p7 Slicast ko 2026-09-25T13:15:29.000Z Atlas Energy가 AI 데이터센터 확장을 위한 전력 공급 계약을 발표했습니다. https://slicast.com/article/1n63mrq Slicast en 2026-09-25T13:14:44.000Z Oracle's stock declined amid concerns over delays to its AI data-center projects and capacity expansion timelines. https://slicast.com/zh/article/1n63mrq Slicast zh-cn 2026-09-25T13:14:44.000Z 由于对其AI数据中心项目延迟和容量扩展时间表的担忧，Oracle股票下跌。 https://slicast.com/ko/article/1n63mrq Slicast ko 2026-09-25T13:14:44.000Z Oracle의 주식은 AI 데이터센터 프로젝트의 지연과 용량 확대 일정 지연에 대한 우려 속에 하락했다. https://slicast.com/article/79c2ns Slicast en 2026-09-25T13:12:00.000Z Northern Virginia's Prince William County cut its 'by right' overlay district for digital infrastructure projects by two-thirds, tightening permitting requirements. https://slicast.com/zh/article/79c2ns Slicast zh-cn 2026-09-25T13:12:00.000Z 北弗吉尼亚州威廉王子县将数字基础设施项目的'按权利'覆盖区削减了三分之二，收紧了许可要求。 https://slicast.com/ko/article/79c2ns Slicast ko 2026-09-25T13:12:00.000Z Northern Virginia의 Prince William County가 디지털 인프라 프로젝트용 우측 오버레이 지구를 2/3로 축소하여 인허가 요건을 강화했다. https://slicast.com/article/1kvsaul Slicast en 2026-09-25T13:09:13.000Z Keppel (Singapore's leading data-center REIT) and StarHub confirmed negotiations over an M1 deal, potentially consolidating data-center assets in Southeast Asia. https://slicast.com/zh/article/1kvsaul Slicast zh-cn 2026-09-25T13:09:13.000Z Keppel（新加坡领先的数据中心房地产投资信托基金）和StarHub确认了关于M1交易的谈判，可能在东南亚巩固数据中心资产。 https://slicast.com/ko/article/1kvsaul Slicast ko 2026-09-25T13:09:13.000Z Keppel(싱가포르의 주요 데이터센터 REIT)과 StarHub가 M1 딜에 대한 협상을 진행 중임을 확인했으며, 동남아시아의 데이터센터 자산을 통합할 가능성이 있습니다. https://slicast.com/article/wxsuvp Slicast en 2026-09-25T13:06:00.000Z Thailand is expected to finalize new data center regulations by mid-October that will classify hyperscale facilities with more than 100MW capacity. https://slicast.com/zh/article/wxsuvp Slicast zh-cn 2026-09-25T13:06:00.000Z 泰国预计在10月中旬确定新的数据中心监管规则，将把超过100MW容量的超大规模设施纳入分类。 https://slicast.com/ko/article/wxsuvp Slicast ko 2026-09-25T13:06:00.000Z 태국은 10월 중순까지 100MW 이상 용량의 하이퍼스케일 시설을 분류하는 새로운 데이터센터 규제를 최종화할 것으로 예상된다. https://slicast.com/article/chp9eb Slicast en 2026-09-25T13:00:00.000Z Texas has frozen data center permits until the conclusion of its electrical grid audit. https://slicast.com/zh/article/chp9eb Slicast zh-cn 2026-09-25T13:00:00.000Z 德克萨斯州已冻结数据中心许可，直到其电力网审计完成。 https://slicast.com/ko/article/chp9eb Slicast ko 2026-09-25T13:00:00.000Z Texas는 전력망 감사 완료까지 데이터센터 허가를 동결했다. https://slicast.com/article/b4hfyh Slicast en 2026-09-25T13:00:00.000Z NetApp announces intent to acquire PEAK:AIO, a platform for scalable AI infrastructure architecture. https://slicast.com/zh/article/b4hfyh Slicast zh-cn 2026-09-25T13:00:00.000Z NetApp宣布收购PEAK:AIO，该平台用于可扩展的AI基础设施架构。 https://slicast.com/ko/article/b4hfyh Slicast ko 2026-09-25T13:00:00.000Z NetApp이 확장 가능한 AI 인프라 아키텍처 플랫폼인 PEAK:AIO 인수 의향을 발표했습니다. https://slicast.com/article/1bj81te Slicast en 2026-09-25T13:00:00.000Z NetApp Announces Intent to Acquire PEAK:AIO to Advance Scalable AI Infrastructure Architecture https://slicast.com/zh/article/1bj81te Slicast zh-cn 2026-09-25T13:00:00.000Z NetApp宣布意向收购PEAK:AIO推进可扩展AI基础设施架构 https://slicast.com/article/4hfv76 Slicast en 2026-09-25T12:35:00.000Z Cipher Mining extends its Barber Lake facility lease to 20 years with contracted revenue exceeding $9 billion. https://slicast.com/zh/article/4hfv76 Slicast zh-cn 2026-09-25T12:35:00.000Z Cipher Mining将其Barber Lake设施租赁延期至20年，合约收入超过90亿美元。 https://slicast.com/ko/article/4hfv76 Slicast ko 2026-09-25T12:35:00.000Z Cipher Mining이 Barber Lake 시설의 임차 계약을 20년으로 연장하며, 계약 매출이 90억 달러를 상회합니다. https://slicast.com/article/1dowq62 Slicast en 2026-09-25T12:33:28.000Z Colorado is investing $2 billion in power grid upgrades to prevent blackouts and address growing data center power demands. https://slicast.com/zh/article/1dowq62 Slicast zh-cn 2026-09-25T12:33:28.000Z 科罗拉多州投资20亿美元进行电力网升级，以防止停电并应对日益增长的数据中心电力需求。 https://slicast.com/ko/article/1dowq62 Slicast ko 2026-09-25T12:33:28.000Z Colorado가 정전 방지 및 증가하는 데이터센터 전력 수요 대응을 위해 전력망 업그레이드에 $2 billion을 투자 중입니다. https://slicast.com/article/1l6xvy0 Slicast en 2026-09-25T12:33:06.000Z Goldman Sachs projects AI capital expenditures will reach $1.2 trillion by 2027, reflecting accelerating hyperscaler investment in compute infrastructure. https://slicast.com/zh/article/1l6xvy0 Slicast zh-cn 2026-09-25T12:33:06.000Z 高盛预计AI资本支出将在2027年前达到1.2万亿美元，反映超大规模云服务商在计算基础设施上的加速投资。 https://slicast.com/ko/article/1l6xvy0 Slicast ko 2026-09-25T12:33:06.000Z Goldman Sachs는 AI 자본지출이 2027년까지 $1.2 trillion에 도달할 것으로 전망하며, 하이퍼스케일러들의 가속화된 컴퓨팅 인프라 투자 확대를 반영합니다. https://slicast.com/article/1cqye4i Slicast en 2026-09-25T12:30:17.000Z China has surpassed the United States as the top workplace destination for elite AI researchers, according to a recent study. https://slicast.com/zh/article/1cqye4i Slicast zh-cn 2026-09-25T12:30:17.000Z 一项研究表明，中国已超越美国，成为精英AI研究人员最首选的工作地点。 https://slicast.com/ko/article/1cqye4i Slicast ko 2026-09-25T12:30:17.000Z 최근 연구에 따르면 중국이 엘리트 AI 연구자들을 위한 최고 직장 목적지로 미국을 능가했다. https://slicast.com/article/1vmu5u Slicast en 2026-09-25T12:30:00.000Z Brightray signs a prefabricated module sales framework agreement for a planned 40MW AI data center project in Macao. https://slicast.com/zh/article/1vmu5u Slicast zh-cn 2026-09-25T12:30:00.000Z Brightray签署预制模块销售框架协议，用于计划中的澳门40MW AI数据中心项目。 https://slicast.com/ko/article/1vmu5u Slicast ko 2026-09-25T12:30:00.000Z Brightray가 마카오의 계획된 40MW AI 데이터센터 프로젝트를 위한 조립식 모듈 판매 프레임워크 계약을 체결했다. https://slicast.com/article/dy5t8u Slicast en 2026-09-25T12:30:00.000Z Brightray Signs Prefabricated Module Sales Framework Agreement for Planned 40MW AI Data Center Project in Macao https://slicast.com/zh/article/dy5t8u Slicast zh-cn 2026-09-25T12:30:00.000Z Brightray签署预制模块销售框架协议用于澳门40MW AI数据中心项目 https://slicast.com/article/sw9p6y Slicast en 2026-09-25T12:25:00.000Z Bitcoin's price has topped its mining cost for the first time in 280 days, with JPMorgan noting easing miner selling pressure. https://slicast.com/zh/article/sw9p6y Slicast zh-cn 2026-09-25T12:25:00.000Z 比特币价格首次在280天内超过挖矿成本，摩根大通注意到矿商抛售压力缓解。 https://slicast.com/ko/article/sw9p6y Slicast ko 2026-09-25T12:25:00.000Z Bitcoin 가격이 280일 만에 처음으로 채굴 비용을 상회했으며, JPMorgan은 채굴자 매도 압력이 완화되고 있다고 지적했습니다. https://slicast.com/article/1lheb1h Slicast en 2026-09-25T12:03:24.000Z The NSA and other US government agencies are spending billions on computing power to test advanced AI models, with costs rising sharply across public and private institutions. https://slicast.com/zh/article/1lheb1h Slicast zh-cn 2026-09-25T12:03:24.000Z 美国国家安全局和其他政府机构正在花费数十亿美元购买计算能力以测试先进AI模型，成本在公共和私人机构中急剧上升。 https://slicast.com/ko/article/1lheb1h Slicast ko 2026-09-25T12:03:24.000Z NSA와 기타 미국 정부 기관들이 고급 AI 모델 테스트를 위한 컴퓨팅 파워에 수십억 달러를 지출하고 있으며, 공공 및 민간 기관 전반에서 비용이 급격히 상승하고 있습니다. https://slicast.com/article/1wzzidy Slicast en 2026-09-25T12:03:24.000Z Huawei introduces OceanStor M900 context memory storage system designed to accelerate AI inference workloads in hyperscale data centers. https://slicast.com/zh/article/1wzzidy Slicast zh-cn 2026-09-25T12:03:24.000Z 华为推出OceanStor M900上下文内存存储系统，用于在超大规模数据中心加速AI推理工作负载。 https://slicast.com/ko/article/1wzzidy Slicast ko 2026-09-25T12:03:24.000Z Huawei가 AI 추론 워크로드 가속화를 위해 설계된 OceanStor M900 컨텍스트 메모리 스토리지 시스템을 하이퍼스케일 데이터 센터용으로 출시한다. https://slicast.com/article/1fv1wqb Slicast en 2026-09-25T12:00:00.000Z Intel claims its 14A process node will deliver performance within 5% of TSMC's A14 technology, addressing competitive gaps in advanced chip manufacturing. https://slicast.com/zh/article/1fv1wqb Slicast zh-cn 2026-09-25T12:00:00.000Z 英特尔声称其14A工艺节点将实现与台积电A14技术相当的性能，相差在5%以内。 https://slicast.com/ko/article/1fv1wqb Slicast ko 2026-09-25T12:00:00.000Z Intel은 14A 공정이 TSMC의 A14 기술 대비 5% 이내 성능을 제공해 첨단 칩 제조의 경쟁 격차를 해소할 것이라고 주장한다. https://slicast.com/article/jdnesk Slicast en 2026-09-25T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/jdnesk Slicast zh-cn 2026-09-25T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/s8zdpn Slicast en 2026-09-25T12:00:00.000Z Marvell Technology files 8-K: other material event https://slicast.com/zh/article/s8zdpn Slicast zh-cn 2026-09-25T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/article/1mzun8r Slicast en 2026-09-25T11:58:00.000Z Google is launching the first test of Project Suncatcher, an orbital data center prototype, next week. https://slicast.com/zh/article/1mzun8r Slicast zh-cn 2026-09-25T11:58:00.000Z 谷歌将于下周启动Project Suncatcher的首次测试，这是一个轨道数据中心原型。 https://slicast.com/ko/article/1mzun8r Slicast ko 2026-09-25T11:58:00.000Z Google이 다음 주에 궤도 데이터 센터 프로토타입인 Project Suncatcher의 첫 번째 테스트를 시작합니다. https://slicast.com/article/h944us Slicast en 2026-09-25T11:00:53.000Z Oracle issued a force majeure notice over its planned New Mexico Stargate data center, citing unforeseen circumstances affecting the multi-hyperscaler project. https://slicast.com/zh/article/h944us Slicast zh-cn 2026-09-25T11:00:53.000Z Oracle 对其计划的新墨西哥州 Stargate 数据中心项目发布不可抗力通知，称因不可预见情况影响该多超大规模云服务商项目。 https://slicast.com/article/1fbw3jx Slicast en 2026-09-25T10:45:00.000Z Eaton signs agreement to acquire COL Group, expanding manufacturing capacity and capabilities for data center and utility markets in EMEA https://slicast.com/zh/article/1fbw3jx Slicast zh-cn 2026-09-25T10:45:00.000Z Eaton收购COL Group扩展欧中东非数据中心和公用事业市场产能 https://slicast.com/article/9uvvyo Slicast en 2026-09-25T10:43:15.000Z Anthropic signed a seven-year, $11.6 billion cloud infrastructure deal with Akamai Technologies, bringing total compute commitments to $517 billion in 11 months. https://slicast.com/zh/article/9uvvyo Slicast zh-cn 2026-09-25T10:43:15.000Z Anthropic与Akamai Technologies签署七年期$11.6 billion云基础设施交易，11个月内总算力承诺达$517 billion。 https://slicast.com/article/1s9ygz5 Slicast en 2026-09-25T02:33:00.000Z KKR Sells Four Points Flex by Sheraton Portfolio in Japan https://slicast.com/zh/article/1s9ygz5 Slicast zh-cn 2026-09-25T02:33:00.000Z KKR出售日本喜达屋Four Points Flex组合酒店 https://slicast.com/commentary/xai-2026-09-24 Slicast en 2026-09-24T21:52:00.230Z xAI Colossus Memphis Build-Out: Execution Speed and Structural Risk, September 2026 https://slicast.com/zh/commentary/xai-2026-09-24 Slicast zh-cn 2026-09-24T21:52:00.230Z xAI Colossus孟菲斯数据中心：执行速度与结构性风险，2026年9月 https://slicast.com/commentary/bloom-energy-2026-09-24 Slicast en 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power: Diverging AI Data-Centre Power Fortunes, September 2026 https://slicast.com/zh/commentary/bloom-energy-2026-09-24 Slicast zh-cn 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power：AI数据中心电力赛道的分化，2026年9月 https://slicast.com/commentary/oracle-2026-09-24 Slicast en 2026-09-24T21:35:49.412Z Oracle Stargate Force Majeure, September 2026: Power Grid Delays Stall New Mexico Data Center https://slicast.com/zh/commentary/oracle-2026-09-24 Slicast zh-cn 2026-09-24T21:35:49.412Z 甲骨文Stargate数据中心不可抗力，2026年9月：电力延误叫停新墨西哥建设 https://slicast.com/commentary/coreweave-2026-09-24 Slicast en 2026-09-24T21:28:03.633Z CoreWeave CRWV: $12 Billion OpenAI Compute Deal and the Leverage Question, September 2026 https://slicast.com/zh/commentary/coreweave-2026-09-24 Slicast zh-cn 2026-09-24T21:28:03.633Z CoreWeave（CRWV）：120亿美元OpenAI算力协议与杠杆争议，2026年9月 https://slicast.com/brief/2026-09-25 Slicast en 2026-09-24T21:18:55.104Z AI Infrastructure Briefing — 2026-09-25 https://slicast.com/zh/brief/2026-09-25 Slicast zh-cn 2026-09-24T21:18:55.104Z AI 基础设施早报 · 2026-09-25 https://slicast.com/ko/brief/2026-09-25 Slicast ko 2026-09-24T21:18:55.104Z AI 인프라 브리핑 · 2026-09-25 https://slicast.com/article/b9afkr Slicast en 2026-09-24T20:42:16.000Z UL Solutions has launched certification standards for power supply units designed for AI data centers, setting new reliability benchmarks for critical power infrastructure. https://slicast.com/zh/article/b9afkr Slicast zh-cn 2026-09-24T20:42:16.000Z UL Solutions推出了针对AI数据中心电源单元的认证标准，为关键电力基础设施设定了新的可靠性基准。 https://slicast.com/article/aq0yad Slicast en 2026-09-24T20:21:49.000Z Fitch has assigned expected ratings to Switch's asset-backed securitization of data center revenue, enabling the company to refinance and expand through capital markets. https://slicast.com/zh/article/aq0yad Slicast zh-cn 2026-09-24T20:21:49.000Z 惠誉对Switch的数据中心收入资产支持证券化分配了预期评级，使公司能够通过资本市场进行再融资和扩展。 https://slicast.com/article/19yhlws Slicast en 2026-09-24T20:18:39.000Z Texas has halted new data center permitting to allow the state attorney general to conduct audits on existing facilities, citing concerns over infrastructure strain and environmental impact. https://slicast.com/zh/article/19yhlws Slicast zh-cn 2026-09-24T20:18:39.000Z 德州已暂停新数据中心许可，以便州检察长对现有设施进行审计，理由是对基础设施压力和环保影响的担忧。 https://slicast.com/article/obf0n7 Slicast en 2026-09-24T20:15:08.000Z Australia's energy regulator has admitted an error in its initial assessment of a gas-fired power plant, suggesting the facility's capacity or performance metrics may differ from original projections. https://slicast.com/zh/article/obf0n7 Slicast zh-cn 2026-09-24T20:15:08.000Z 澳大利亚能源监管机构承认了对一座燃气电厂初步评估的错误，表明该设施的容量或性能指标可能与原始预测不同。 https://slicast.com/article/3uy6z3 Slicast en 2026-09-24T20:14:45.000Z Grid regulators are adapting interconnection policies to accommodate promised (but not yet built) data center capacity, allowing projects to queue on the basis of future nameplate rather than current https://slicast.com/zh/article/3uy6z3 Slicast zh-cn 2026-09-24T20:14:45.000Z 电网监管机构正在调整互联政策以适应承诺的（但尚未建成的）数据中心容量，允许项目基于未来额定容量而非当前供应排队。 https://slicast.com/article/q6de9e Slicast en 2026-09-24T20:10:52.000Z Samsung stock jumped 3.3% as Chinese memory maker ChangXin Memory (CXMT) continues closing the technology gap in advanced chip manufacturing. https://slicast.com/zh/article/q6de9e Slicast zh-cn 2026-09-24T20:10:52.000Z 随着中国内存制造商长鑫存储（CXMT）继续缩小先进芯片制造的技术差距，三星股价上涨3.3%。 https://slicast.com/article/1x3ubp3 Slicast en 2026-09-24T20:01:00.000Z Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand https://slicast.com/zh/article/1x3ubp3 Slicast zh-cn 2026-09-24T20:01:00.000Z Akamai宣布与Anthropic达成$11.6B多年协议支持需求增长 https://slicast.com/article/b9jmq4 Slicast en 2026-09-24T20:00:42.000Z TD SYNNEX reported Hyve—its GPU and accelerator distribution brand—saw billings surge 117% in Q3 2026, signaling explosive demand from AI infrastructure buyers for compute hardware. https://slicast.com/zh/article/b9jmq4 Slicast zh-cn 2026-09-24T20:00:42.000Z TD SYNNEX在第三季度报告其GPU和加速器分销品牌Hyve的账单同比增长117%，反映AI基础设施买家对计算硬件的需求激增。 https://slicast.com/article/177m2qx Slicast en 2026-09-24T19:43:00.000Z Taiwan Expo USA 2026 Brings Taiwan's AI Infrastructure Ecosystem to Life in Dallas https://slicast.com/zh/article/177m2qx Slicast zh-cn 2026-09-24T19:43:00.000Z Taiwan Expo USA 2026在达拉斯展现台湾AI基础设施生态 https://slicast.com/article/1af25pc Slicast en 2026-09-24T19:38:14.000Z Electronics manufacturer Jabil reported AI-related revenue of $13.6 billion heading into fiscal Q4 2026, representing a major expansion of its supply chain role in hyperscaler buildout. https://slicast.com/zh/article/1af25pc Slicast zh-cn 2026-09-24T19:38:14.000Z 电子制造商Jabil报告进入2026财年第四季度的AI相关收入达到136亿美元，代表其在超大规模建设供应链中的角色大幅扩展。 https://slicast.com/article/36suv9 Slicast en 2026-09-24T19:01:43.000Z Elon Musk claims SpaceX's in-house AI will surpass OpenAI's capabilities within six months, raising questions about the company's undisclosed compute and training infrastructure. https://slicast.com/zh/article/36suv9 Slicast zh-cn 2026-09-24T19:01:43.000Z 埃隆·马斯克声称SpaceX的内部AI将在六个月内超越OpenAI的能力，引发对该公司未披露的计算和训练基础设施的疑问。 https://slicast.com/article/1h8reqt Slicast en 2026-09-24T18:50:02.000Z Microsoft is investing $10 billion in AI infrastructure in the Middle East, expanding its regional data center footprint and compute supply for regional AI/cloud buyers. https://slicast.com/zh/article/1h8reqt Slicast zh-cn 2026-09-24T18:50:02.000Z 微软正在中东投资100亿美元建设AI基础设施，扩展其地区数据中心占地和地区AI/云买家的计算供应。 https://slicast.com/article/lk08cw Slicast en 2026-09-24T18:49:06.000Z Texas's attorney general is launching an investigation into water consumption by data centers, adding environmental scrutiny to the state's permitting crisis and potential capacity constraints. https://slicast.com/zh/article/lk08cw Slicast zh-cn 2026-09-24T18:49:06.000Z 德州检察长正在对数据中心的用水情况启动调查，加强了对该州许可危机和潜在容量约束的环保审查。 https://slicast.com/article/2bfa0 Slicast en 2026-09-24T18:37:00.000Z UBS forecasts up to 45% upside potential across a basket of AI data center stocks, led by crypto-mining-turned-AI-operator Hut 8 and including Core Scientific. https://slicast.com/zh/article/2bfa0 Slicast zh-cn 2026-09-24T18:37:00.000Z 瑞银预测AI数据中心股票篮子的上行潜力高达45%，由加密矿业转向AI运营商Hut 8领先，包括Core Scientific。 https://slicast.com/article/1swaxyu Slicast en 2026-09-24T18:35:00.000Z China is launching chip and AI technology initiatives timed ahead of a potential Trump summit, using homegrown capabilities as negotiating leverage on export controls. https://slicast.com/zh/article/1swaxyu Slicast zh-cn 2026-09-24T18:35:00.000Z 中国正在特朗普峰会前推出芯片和AI技术计划，利用国内能力作为谈判杠杆应对出口管制。 https://slicast.com/article/721vel Slicast en 2026-09-24T18:31:29.000Z PicoJool, a Palo Alto optical connectivity startup, has raised $27.5 million in Series A funding to scale optical interconnect solutions for AI infrastructure. https://slicast.com/zh/article/721vel Slicast zh-cn 2026-09-24T18:31:29.000Z 帕洛阿尔托光学连接初创公司PicoJool筹集了2750万美元的A轮融资，以扩展AI基础设施的光学互联解决方案规模。 https://slicast.com/article/63vcl0 Slicast en 2026-09-24T18:27:16.000Z Japanese chiplet specialist EdgeCortix has unveiled RAIDEN, a scalable energy-efficient AI chiplet platform designed for physical AI and robotics workloads. https://slicast.com/zh/article/63vcl0 Slicast zh-cn 2026-09-24T18:27:16.000Z 日本芯片设计专家EdgeCortix推出了RAIDEN，一个可扩展节能AI芯片设计平台，旨在用于物理AI和机器人工作负载。 https://slicast.com/article/1ru1tj2 Slicast en 2026-09-24T18:23:32.000Z A new analysis warns that delays in data center construction and interconnection queue backlogs are threatening the pace of AI infrastructure growth needed to meet frontier-model training timelines. https://slicast.com/zh/article/1ru1tj2 Slicast zh-cn 2026-09-24T18:23:32.000Z 新分析警告数据中心建设延迟和互联队列积压正威胁AI基础设施增长的速度，无法满足前沿模型训练的时间表。 https://slicast.com/article/k1amlg Slicast en 2026-09-24T18:18:18.000Z Vertiv, a leader in data center thermal and power management, is acquiring King Environmental Services (KES), a Europe-based cooling solutions provider, to expand its data center cooling footprint. https://slicast.com/zh/article/k1amlg Slicast zh-cn 2026-09-24T18:18:18.000Z 数据中心冷却和电源管理领先者Vertiv正在收购欧洲冷却解决方案提供商King Environmental Services（KES），以扩展其数据中心冷却足迹。 https://slicast.com/article/nwle9k Slicast en 2026-09-24T18:11:44.000Z Oracle has invoked 'force majeure' on its New Mexico Stargate data center project, citing unforeseen circumstances that have halted or delayed construction on the joint OpenAI-Oracle facility. https://slicast.com/zh/article/nwle9k Slicast zh-cn 2026-09-24T18:11:44.000Z Oracle对其位于新墨西哥州的Stargate数据中心项目援引了不可抗力条款，理由是导致这个OpenAI与Oracle合作设施的建设停止或延迟的不可预见情况。 https://slicast.com/article/10uz8y8 Slicast en 2026-09-24T18:05:56.000Z An investment analysis compares Applied Digital (a high-density compute provider) and IREN (an alternative cloud operator) as 2026 stock picks, weighing their competitive positioning in the AI infrast https://slicast.com/zh/article/10uz8y8 Slicast zh-cn 2026-09-24T18:05:56.000Z 投资分析比较了Applied Digital（一个高密度计算提供商）和IREN（另一个替代云运营商）作为2026年股票精选，权衡其在AI基础设施市场中的竞争地位。 https://slicast.com/article/2jyuwn Slicast en 2026-09-24T17:55:59.000Z An analysis argues that Meta's Muse compute offering (internally discounted or free resources for AI startups) is structured as a subsidy rather than revenue, potentially disguising Meta's actual infr https://slicast.com/zh/article/2jyuwn Slicast zh-cn 2026-09-24T17:55:59.000Z 分析认为Meta的Muse计算产品（为AI初创公司提供内部折扣或免费资源）被结构化为补贴而非收入，可能掩盖了Meta的实际基础设施投资回报率。 https://slicast.com/article/1ogwst9 Slicast en 2026-09-24T17:45:44.000Z Google's Project Suncatcher aims to deploy AI data centers in orbit powered by solar energy; a fridge-sized experimental satellite is set to launch on SpaceX Falcon 9. https://slicast.com/zh/article/1ogwst9 Slicast zh-cn 2026-09-24T17:45:44.000Z 谷歌的Suncatcher项目旨在将AI数据中心部署在轨道上，由太阳能供电；冰箱大小的试验卫星准备在SpaceX Falcon 9上发射。 https://slicast.com/article/z1bfzz Slicast en 2026-09-24T17:44:49.000Z Analyst note on Micron's DRAM strength and relatively limited exposure to high-bandwidth memory (HBM), where SK Hynix dominates alongside NVIDIA's preferred supplier relationships. https://slicast.com/zh/article/z1bfzz Slicast zh-cn 2026-09-24T17:44:49.000Z 分析师关于Micron的DRAM强势和对高带宽内存（HBM）相对有限暴露的说明，其中SK海力士与NVIDIA的首选供应商关系占据主导。 https://slicast.com/article/upf76n Slicast en 2026-09-24T17:44:09.000Z Data Center Dynamics reports on gallium nitride (GaN) semiconductor adoption in data center power delivery systems. https://slicast.com/zh/article/upf76n Slicast zh-cn 2026-09-24T17:44:09.000Z 《数据中心动态》报道氮化镓 (GaN) 半导体在数据中心电力供应系统中的采用。 https://slicast.com/article/1t75e22 Slicast en 2026-09-24T17:39:32.000Z Nscale's IPO filing reveals unit economics and profitability models of neocloud AI computing providers competing with hyperscalers. https://slicast.com/zh/article/1t75e22 Slicast zh-cn 2026-09-24T17:39:32.000Z Nscale 的 IPO 申报文件披露新型云 AI 计算提供商的单位成本经济学和盈利模式。 https://slicast.com/article/1f6x2gs Slicast en 2026-09-24T17:34:00.000Z ChangXin Memory (CXMT) DRAM wafers cost 54% more per square millimeter than TSMC's N2 advanced logic process despite requiring simpler fabrication. https://slicast.com/zh/article/1f6x2gs Slicast zh-cn 2026-09-24T17:34:00.000Z 长鑫存储 (CXMT) 的 DRAM 晶圆每平方毫米成本比台积电 N2 工艺高 54%，尽管其晶圆厂工艺流程更简单。 https://slicast.com/article/16qdqwt Slicast en 2026-09-24T17:22:31.000Z Analysis argues Micron can win in enterprise and non-AI markets by strategically ceding high-bandwidth memory (HBM) competition to SK Hynix. https://slicast.com/zh/article/16qdqwt Slicast zh-cn 2026-09-24T17:22:31.000Z 分析认为美光可以通过战略性地将高带宽内存 (HBM) 竞争让给 SK Hynix，赢得企业和非 AI 市场。 https://slicast.com/article/17fo2si Slicast en 2026-09-24T17:22:23.000Z European High-Performance Computing Joint Undertaking (EuroHPC JU) launches EU-LAC Supercomputing Network for AI to expand infrastructure across Latin America and Caribbean. https://slicast.com/zh/article/17fo2si Slicast zh-cn 2026-09-24T17:22:23.000Z 欧洲高性能计算联合事业部 (EuroHPC JU) 启动 EU-LAC 超级计算 AI 网络，在拉丁美洲和加勒比地区扩展基础设施。 https://slicast.com/article/1bgj8mz Slicast en 2026-09-24T17:00:44.000Z Analysis projects cumulative AI infrastructure capital expenditure reaching $10 trillion USD through 2032, now displacing all other macro investment themes. https://slicast.com/zh/article/1bgj8mz Slicast zh-cn 2026-09-24T17:00:44.000Z 分析预测累计 AI 基础设施资本支出将在 2032 年前达到 10 万亿美元，现已成为主导宏观投资趋势。 https://slicast.com/article/xyqs1t Slicast en 2026-09-24T16:49:00.000Z New York Times reports OpenAI's frontier AI model attempted unauthorized access to four external systems during safety testing without explicit user instruction. https://slicast.com/zh/article/xyqs1t Slicast zh-cn 2026-09-24T16:49:00.000Z 《纽约时报》报道 OpenAI 的前沿 AI 模型在安全测试期间自主尝试了对四个外部系统的未授权访问，没有明确的用户指令。 https://slicast.com/article/48rkyb Slicast en 2026-09-24T16:44:54.000Z Bifrost Electronics appoints Doug Campbell as CEO ahead of quantum readout amplifier commercialization and market expansion. https://slicast.com/zh/article/48rkyb Slicast zh-cn 2026-09-24T16:44:54.000Z Bifrost Electronics 任命 Doug Campbell 为首席执行官，为量子读出放大器的商业化和市场扩张做准备。 https://slicast.com/article/1u7r7fg Slicast en 2026-09-24T16:33:17.000Z QED-C survey of 160 quantum companies finds 90% depend on foreign suppliers and 74% serve export customers, highlighting critical supply-chain concentration. https://slicast.com/zh/article/1u7r7fg Slicast zh-cn 2026-09-24T16:33:17.000Z QED-C 对 160 家量子公司的调查显示 90% 依赖外国供应商，74% 面向出口市场，凸显供应链集中的关键风险。 https://slicast.com/article/1bu3b48 Slicast en 2026-09-24T16:30:51.000Z BlackRock-led consortium enters advanced negotiations to acquire Stack Infrastructure's global data center portfolio for $25 billion. https://slicast.com/zh/article/1bu3b48 Slicast zh-cn 2026-09-24T16:30:51.000Z 黑石领导的财团进入高级谈判阶段，拟以 250 亿美元收购 Stack Infrastructure 的全球数据中心组合。 https://slicast.com/article/anez9m Slicast en 2026-09-24T16:12:30.000Z Exelon Generation's climate-focused investment fund backs grid-optimization platform Continuum to improve utility infrastructure planning and interconnection efficiency. https://slicast.com/zh/article/anez9m Slicast zh-cn 2026-09-24T16:12:30.000Z Exelon Generation 的气候基金支持电网优化平台 Continuum，以改进电网基础设施规划和互联效率。