https://slicast.com/commentary/vultr-2026-09-20 Slicast en 2026-09-20T21:22:23.843Z Vultr European Edge Series, August 2026: Sovereignty and Cost Drive the Neocloud Inference Push https://slicast.com/zh/commentary/vultr-2026-09-20 Slicast zh-cn 2026-09-20T21:22:23.843Z Vultr欧洲Edge系列，2026年8月：主权合规与成本逻辑驱动Neocloud推理布局 https://slicast.com/commentary/nuscale-2026-09-20 Slicast en 2026-09-20T21:15:34.374Z NuScale Power (SMR) Stock, September 2026: Romania Audit and Earnings Pressure Test the AI Power Thesis https://slicast.com/zh/commentary/nuscale-2026-09-20 Slicast zh-cn 2026-09-20T21:15:34.374Z NuScale Power（SMR）股价分析，2026年9月：罗马尼亚审计与盈利压力考验AI电力概念 https://slicast.com/brief/2026-09-21 Slicast en 2026-09-20T21:06:22.743Z AI Infrastructure Briefing — 2026-09-21 https://slicast.com/zh/brief/2026-09-21 Slicast zh-cn 2026-09-20T21:06:22.743Z AI 基础设施早报 · 2026-09-21 https://slicast.com/ko/brief/2026-09-21 Slicast ko 2026-09-20T21:06:22.743Z AI 인프라 브리핑 · 2026-09-21 https://slicast.com/article/1y9bbpo Slicast en 2026-09-20T20:01:12.000Z NVIDIA releases MMS1X00-N5400 QSFP112 optical modules supporting 400Gbps interconnect over 500m distances. https://slicast.com/zh/article/1y9bbpo Slicast zh-cn 2026-09-20T20:01:12.000Z 英伟达发布MMS1X00-N5400 QSFP112光模块，支持400Gbps高速互联，传输距离可达500米。 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/74j6mu Slicast en 2026-09-20T14:48:57.000Z Anthropic, OpenAI, SpaceX AI, and Google face antitrust lawsuit alleging they coordinated to slow AI development for safety reasons. https://slicast.com/zh/article/74j6mu Slicast zh-cn 2026-09-20T14:48:57.000Z Anthropic、OpenAI、SpaceX AI部门和谷歌因涉嫌合谋放缓AI开发而面临反垄断诉讼。 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/article/10bhhzj Slicast en 2026-09-20T12:22:41.000Z China Telecom launches a domestic AI model suite deployable on single RTX 3090 GPUs for local enterprise AI inference. https://slicast.com/zh/article/10bhhzj Slicast zh-cn 2026-09-20T12:22:41.000Z 中国电信推出国产AI模型套件，支持在单块RTX 3090 GPU上部署本地企业级AI推理服务。 https://slicast.com/article/1lpse6e Slicast en 2026-09-20T11:20:00.000Z Swedish startup Helsing demos autonomous attack drones powered by NVIDIA Jetson Orin Nano that independently identify and strike targets with no human input or external comms. https://slicast.com/zh/article/1lpse6e Slicast zh-cn 2026-09-20T11:20:00.000Z 瑞典初创公司Helsing展示搭载英伟达Jetson Orin Nano芯片的自主攻击无人机，可独立识别和打击目标，无需人类干预和外部通信。 https://slicast.com/article/104qkyf Slicast en 2026-09-20T10:53:28.000Z Generative AI workloads are fundamentally reshaping data-center Ethernet switching architecture, driving demand for higher radix and all-to-all fabric designs. https://slicast.com/zh/article/104qkyf Slicast zh-cn 2026-09-20T10:53:28.000Z 生成式AI工作负载推动数据中心以太网交换架构的根本重构，驱动对更高端口密度和全网状结构设计的需求。 https://slicast.com/article/1mkomw6 Slicast en 2026-09-20T08:52:06.000Z U.S. President Trump announces an 'AI Force' modeled on the Space Force and plans to appoint an 'AI czar,' claiming AI could reach 25% of U.S. GDP. https://slicast.com/zh/article/1mkomw6 Slicast zh-cn 2026-09-20T08:52:06.000Z 美国总统特朗普宣布成立以太空军为模型的'AI军种'，并计划任命'AI沙皇'，声称AI可能占美国GDP的25%。 https://slicast.com/article/2czvi2 Slicast en 2026-09-20T08:35:25.000Z Anthropic delays IPO from October to November 2026 to show stronger Q3 results ahead of a projected $2 trillion valuation. https://slicast.com/zh/article/2czvi2 Slicast zh-cn 2026-09-20T08:35:25.000Z Anthropic将IPO从10月推迟至11月2026年，以展示Q3业绩提升，投资者预期估值约为2万亿美元。 https://slicast.com/article/lksdtz Slicast en 2026-09-20T03:10:03.000Z Alibaba Cloud discusses China's AI infrastructure power constraint, analyzing total supply, grid flexibility, costs, and power-compute coordination, warning per-unit energy costs will rise long-term. https://slicast.com/zh/article/lksdtz Slicast zh-cn 2026-09-20T03:10:03.000Z 阿里云讨论中国AI基础设施电力约束，分析电力供应总量、电网灵活性、成本和电力-算力协同，警告单位算力能源成本长期上升。 https://slicast.com/article/1tsvj3n Slicast en 2026-09-19T19:14:26.000Z SpaceX reportedly secures $50 billion per year AI compute-leasing deal; analysis compares SpaceX's compute availability favorably to traditional data-center buildout timelines. https://slicast.com/zh/article/1tsvj3n Slicast zh-cn 2026-09-19T19:14:26.000Z SpaceX据报与AI公司达成每年50亿美元算力租赁协议；分析将SpaceX的算力可用性与传统数据中心建设时间表进行对比。 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