https://slicast.com/article/1hi156d Slicast en 2026-10-05T21:11:00.000Z AI datacentres pose growing threat to electricity systems worldwide https://slicast.com/zh/article/1hi156d Slicast zh-cn 2026-10-05T21:11:00.000Z 社区阻力封堵 $1300 亿数据中心项目,联合国警告 AI 耗电 2030 年将超日本全国用电量 https://slicast.com/article/c74fhq Slicast en 2026-10-05T21:10:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-05T21:10:00.000Z 超大规模 AI capex 2026 全年合计预计逾 $7300 亿,北美在建算力超 66GW,Gartner 预测 AI IaaS 支出同比+96% https://slicast.com/article/1x7mrag Slicast en 2026-10-05T21:08:00.000Z Nscale Files Registration Statement for Proposed Initial Public Offering https://slicast.com/zh/article/1x7mrag Slicast zh-cn 2026-10-05T21:08:00.000Z Nscale 正式递交 S-1 冲刺纽交所 IPO,合同总价值 $1034 亿,目标估值 ~$250 亿 https://slicast.com/article/fiteu3 Slicast en 2026-10-05T21:07:00.000Z DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra https://slicast.com/zh/article/fiteu3 Slicast zh-cn 2026-10-05T21:07:00.000Z NVIDIA Rubin Ultra HBM 降配风险浮出,TrendForce:2027 年 HBM 合约价格或同比涨 121% https://slicast.com/article/1nt92nb Slicast en 2026-10-05T21:06:00.000Z Amazon in Talks to Move $8B of Nvidia Grace Blackwell Chips Into Off-Balance-Sheet SPV https://slicast.com/zh/article/1nt92nb Slicast zh-cn 2026-10-05T21:06:00.000Z Amazon 探索将 $80 亿 Grace Blackwell 芯片装入 SPV 实现表外融资 https://slicast.com/article/fcvssj Slicast en 2026-10-05T21:05:00.000Z Power approval set to delay Oracle's Wisconsin AI datacenter https://slicast.com/zh/article/fcvssj Slicast zh-cn 2026-10-05T21:05:00.000Z Oracle Wisconsin 1.3GW 数据中心电网接入审批被重启,基准情景满功率推迟至 2028 年 10 月 https://slicast.com/article/15oeufw Slicast en 2026-10-05T21:03:00.000Z Nebius Surges 6%, CoreWeave Treads Water as JPMorgan Upgrade Flags Rising Compute Pricing; IREN Slides 4% https://slicast.com/zh/article/15oeufw Slicast zh-cn 2026-10-05T21:03:00.000Z Nebius H100 定价涨至 $4.50/小时(+17%),Rothschild Redburn 发 Sell;JPMorgan 逆向升级 CoreWeave https://slicast.com/article/vs7p8z Slicast en 2026-10-05T21:02:00.000Z Anthropic IPO prospectus reveals $42B loss, $518B spending plans https://slicast.com/zh/article/vs7p8z Slicast zh-cn 2026-10-05T21:02:00.000Z Anthropic S-1 曝光 $5180 亿基础设施承诺,十月 Nasdaq IPO 目标估值最高 $2 万亿 https://slicast.com/article/fy3uut Slicast en 2026-10-05T21:01:00.000Z OpenAI in Talks With UAE Funds, BlackRock for $30 Billion Funding Round https://slicast.com/zh/article/fy3uut Slicast zh-cn 2026-10-05T21:01:00.000Z OpenAI 启动 $300 亿新融资谈判,UAE 主权基金拟出资 $100 亿,估值锁定 $1.4 万亿 https://slicast.com/commentary/marvell-2026-10-05 Slicast en 2026-10-05T20:49:46.228Z Marvell Optical Interconnects, September 2026: Industry-First 2nm Demo Targets AI Data Centre Scale https://slicast.com/zh/commentary/marvell-2026-10-05 Slicast zh-cn 2026-10-05T20:49:46.228Z Marvell 2nm光互联，2026年9月：ECOC首次演示能否支撑AI数据中心扩张需求 https://slicast.com/commentary/terawulf-2026-10-05 Slicast en 2026-10-05T20:39:50.248Z TeraWulf Muskie AI Campus Doubles Contracted Power to 1 GW, October 2026 https://slicast.com/zh/commentary/terawulf-2026-10-05 Slicast zh-cn 2026-10-05T20:39:50.248Z TeraWulf Muskie AI园区合同电力翻倍至1吉瓦：2026年10月进展 https://slicast.com/commentary/oracle-2026-10-05 Slicast en 2026-10-05T20:32:14.356Z Oracle OCI, October 2026: Tencent's $7 Billion AI Chip Lease Tests a Power-Constrained Buildout https://slicast.com/zh/commentary/oracle-2026-10-05 Slicast zh-cn 2026-10-05T20:32:14.356Z 甲骨文OCI 2026年10月：腾讯70亿美元AI芯片租赁协议，考验电力约束下的扩张执行 https://slicast.com/commentary/vistra-2026-10-05 Slicast en 2026-10-05T20:25:50.542Z Vistra Nuclear Financing, October 2026: DOE's $4B Loan and the AI Power Buildout https://slicast.com/zh/commentary/vistra-2026-10-05 Slicast zh-cn 2026-10-05T20:25:50.542Z Vistra核电融资，2026年10月：能源部40亿美元贷款与AI数据中心供电 https://slicast.com/brief/2026-10-06 Slicast en 2026-10-05T20:18:44.154Z Latest AI Infrastructure News: October 6, 2026 https://slicast.com/zh/brief/2026-10-06 Slicast zh-cn 2026-10-05T20:18:44.154Z AI 基础设施新闻早报 · 2026年10月6日 https://slicast.com/ko/brief/2026-10-06 Slicast ko 2026-10-05T20:18:44.154Z 최신 AI 인프라 뉴스 · 2026년 10월 6일 https://slicast.com/article/zak0ox Slicast en 2026-10-05T19:40:28.000Z US data center expansion strains electrical grid capacity as buildout outpaces infrastructure investment. https://slicast.com/zh/article/zak0ox Slicast zh-cn 2026-10-05T19:40:28.000Z 美国数据中心扩展使电网容量面临严重压力，建设速度远超基础设施投资。 https://slicast.com/article/iblfdn Slicast en 2026-10-05T19:18:45.000Z Top investor analysis rates CoreWeave GPU cloud platform as superior opportunity versus Cerebras chip company, citing unproven accelerator demand. https://slicast.com/zh/article/iblfdn Slicast zh-cn 2026-10-05T19:18:45.000Z 顶级投资者认为GPU云供应商CoreWeave相比芯片公司Cerebras前景更优，对后者芯片需求提出疑虑。 https://slicast.com/article/7vdpr3 Slicast en 2026-10-05T19:10:32.000Z Infineon integrates C2i power management into AI portfolio while Bangkok fab supports $1.6 billion AI business unit. https://slicast.com/zh/article/7vdpr3 Slicast zh-cn 2026-10-05T19:10:32.000Z 英飞凌将C2i电源管理集成到AI产品组合中，曼谷晶圆厂支撑16亿美元AI业务部门。 https://slicast.com/article/8pqxu1 Slicast en 2026-10-05T19:10:26.000Z Data centers circumvent multi-year electrical grid queues by deploying on-site generation—nuclear, SMR, and natural gas. https://slicast.com/zh/article/8pqxu1 Slicast zh-cn 2026-10-05T19:10:26.000Z 数据中心通过部署现场发电（核能、小型模块化反应堆、天然气）绕过多年电网排队延迟。 https://slicast.com/article/1wb8qtg Slicast en 2026-10-05T19:04:12.000Z AI data center expansion puts pressure on agricultural land in Western Australia; Goodman Group dominates DC real estate as rival interests collide. https://slicast.com/zh/article/1wb8qtg Slicast zh-cn 2026-10-05T19:04:12.000Z AI数据中心扩展对澳大利亚西部农业用地造成压力；Goodman Group主导数据中心地产，竞争利益冲突。 https://slicast.com/article/k61a1a Slicast en 2026-10-05T18:37:26.000Z Bank of America warns investors that AI infrastructure spending faces diminishing returns on capital as deployment efficiency plateaus. https://slicast.com/zh/article/k61a1a Slicast zh-cn 2026-10-05T18:37:26.000Z 美国银行警告投资者AI基础设施支出面临资本回报递减，部署效率趋于平台。 https://slicast.com/article/1udint5 Slicast en 2026-10-05T18:34:56.000Z Trump-Xi meeting signals potential recalibration of US-China AI chip export restrictions, opening dialogue on semiconductor supply access. https://slicast.com/zh/article/1udint5 Slicast zh-cn 2026-10-05T18:34:56.000Z 特朗普-习会晤暗示美中AI芯片出口限制可能重新调整，开启半导体供应获取对话。 https://slicast.com/article/smzaq3 Slicast en 2026-10-05T18:22:00.000Z Bitfarms (NASDAQ: BITF) rebrands as Keel and pivots cryptocurrency mining infrastructure to AI compute cloud operations. https://slicast.com/zh/article/smzaq3 Slicast zh-cn 2026-10-05T18:22:00.000Z Bitfarms（纳斯达克：BITF）改名为Keel，将加密货币挖矿基础设施转向AI计算云运营。 https://slicast.com/article/k04ckg Slicast en 2026-10-05T18:12:06.000Z Arm and Qualcomm escalate competition in AI chip licensing and instruction-set architecture design, challenging Nvidia's accelerator dominance. https://slicast.com/zh/article/k04ckg Slicast zh-cn 2026-10-05T18:12:06.000Z Arm和高通在AI芯片许可证和指令集架构设计中升级竞争，挑战英伟达加速器优势。 https://slicast.com/article/1hd9uvi Slicast en 2026-10-05T18:12:00.000Z Firmus, an Australian AI data center builder, prepares public float with IPO allocating 50% of shares to existing investors. https://slicast.com/zh/article/1hd9uvi Slicast zh-cn 2026-10-05T18:12:00.000Z 澳大利亚AI数据中心建设商Firmus准备上市融资，IPO将50%股份分配给现有投资者。 https://slicast.com/article/7x7b72 Slicast en 2026-10-05T18:04:52.000Z Nvidia RTX 4090 and RTX 5090 gaming GPUs fall under same US export control class as H100 data center accelerators, triggering restriction. https://slicast.com/zh/article/7x7b72 Slicast zh-cn 2026-10-05T18:04:52.000Z 英伟达RTX 4090和RTX 5090游戏GPU属于与H100数据中心加速器相同的美国出口管制类别。 https://slicast.com/article/1azplx7 Slicast en 2026-10-05T17:50:37.000Z SK Hynix faces regulatory scrutiny over water discharge at fab facilities; analyst Bernstein trims HBM production outlook on environmental constraints. https://slicast.com/zh/article/1azplx7 Slicast zh-cn 2026-10-05T17:50:37.000Z SK Hynix因晶圆厂污水排放面临监管审查；分析师Bernstein因环保约束下调HBM产能预期。 https://slicast.com/article/t98pye Slicast en 2026-10-05T17:26:15.000Z Qualcomm gains licensing access to Huawei LogicFolding chip design patents in new cross-licensing agreement. https://slicast.com/zh/article/t98pye Slicast zh-cn 2026-10-05T17:26:15.000Z 高通获得华为LogicFolding芯片设计专利许可证，达成新的交叉许可协议。 https://slicast.com/article/v43z5s Slicast en 2026-10-05T17:14:09.000Z Texas pauses approvals for new data center projects amid concerns over grid capacity, water resources, and community impact. https://slicast.com/zh/article/v43z5s Slicast zh-cn 2026-10-05T17:14:09.000Z 德克萨斯州因电网容量、水资源和社区影响担忧暂停新数据中心项目批准。 https://slicast.com/article/tq4tgc Slicast en 2026-10-05T17:13:41.000Z IREN (Toronto-listed AI neocloud provider) stock surged in September, signaling market momentum for independent GPU cloud operators. https://slicast.com/zh/article/tq4tgc Slicast zh-cn 2026-10-05T17:13:41.000Z IREN（多伦多上市AI新云提供商）股票在9月飙升，暗示独立GPU云运营商市场势头。 https://slicast.com/article/wyfkiu Slicast en 2026-10-05T15:02:22.000Z Ares Management increases its stake in Sabey Data Centers, bringing total minority stakeholder investment above $500 million. https://slicast.com/zh/article/wyfkiu Slicast zh-cn 2026-10-05T15:02:22.000Z 贝恩资本管理公司增加对Sabey数据中心的股份投资，使少数股东总投资超过5亿美元。 https://slicast.com/article/1kte7d5 Slicast en 2026-10-05T15:00:07.000Z EverWind Fuels in Nova Scotia explores co-location of AI data centers at its green hydrogen production facility. https://slicast.com/zh/article/1kte7d5 Slicast zh-cn 2026-10-05T15:00:07.000Z 加拿大新斯科舍省EverWind燃料公司正在探索在其绿色氢生产设施处共址AI数据中心。 https://slicast.com/article/1h4mch6 Slicast en 2026-10-05T14:59:38.000Z Eco Wave Power CEO outlines the potential for wave energy generation to power data center facilities. https://slicast.com/zh/article/1h4mch6 Slicast zh-cn 2026-10-05T14:59:38.000Z Eco Wave Power首席执行官阐述波浪能发电为数据中心设施供电的潜力。 https://slicast.com/article/wu6l4o Slicast en 2026-10-05T14:55:20.000Z TeraWulf doubles its power contract at the Muskie AI data center in Kentucky to 1 gigawatt, though the stock declined 5% on the announcement. https://slicast.com/zh/article/wu6l4o Slicast zh-cn 2026-10-05T14:55:20.000Z TeraWulf将其在肯塔基州Muskie AI数据中心的功率合同翻倍至1吉瓦，尽管股价下跌5%。 https://slicast.com/article/19dmqln Slicast en 2026-10-05T14:52:00.000Z Scotland positions itself as a data center destination, emphasizing data sovereignty and regulatory advantages amid constraints facing US expansion. https://slicast.com/zh/article/19dmqln Slicast zh-cn 2026-10-05T14:52:00.000Z 苏格兰将自身定位为数据中心目的地，在美国扩张面临限制的背景下强调数据主权和监管优势。 https://slicast.com/article/bo41ax Slicast en 2026-10-05T14:50:53.000Z Applied Digital completes its second building at the Ellendale data center campus in North Dakota, bringing total capacity to 250MW. https://slicast.com/zh/article/bo41ax Slicast zh-cn 2026-10-05T14:50:53.000Z Applied Digital在北达科他州Ellendale数据中心园区完成第二栋建筑，使总容量达到250兆瓦。 https://slicast.com/article/747vlr Slicast en 2026-10-05T14:43:03.000Z Microsoft secures government approval for a $902 million data center in Sydney after Goodman Group withdrew from the project. https://slicast.com/zh/article/747vlr Slicast zh-cn 2026-10-05T14:43:03.000Z 微软在Goodman集团退出项目后，获得政府批准在悉尼建设投资9.02亿美元的数据中心。 https://slicast.com/article/pryble Slicast en 2026-10-05T14:39:00.000Z Schneider Electric acquires software company PTC for $22 billion, explicitly framing the deal as advancing its AI infrastructure and industrial software ambitions. https://slicast.com/zh/article/pryble Slicast zh-cn 2026-10-05T14:39:00.000Z 施耐德电气以220亿美元收购软件公司PTC，明确将交易框架为推进其AI基础设施和工业软件雄心。 https://slicast.com/article/19imk2 Slicast en 2026-10-05T14:30:00.000Z Broadcom assembles a substantial financing package to fund AI chip production. https://slicast.com/zh/article/19imk2 Slicast zh-cn 2026-10-05T14:30:00.000Z 博通汇总大规模融资包以资助AI芯片生产。 https://slicast.com/article/1vzhwr7 Slicast en 2026-10-05T14:30:00.000Z Bitcoin miner Bitfarms rebrands to pursue data center power and AI infrastructure opportunities. https://slicast.com/zh/article/1vzhwr7 Slicast zh-cn 2026-10-05T14:30:00.000Z 比特币矿工Bitfarms更名以追求数据中心功率和AI基础设施机会。 https://slicast.com/article/12joe77 Slicast en 2026-10-05T14:28:16.000Z Huawei and Qualcomm sign a multi-year patent licensing agreement covering 5G and AI technologies. https://slicast.com/zh/article/12joe77 Slicast zh-cn 2026-10-05T14:28:16.000Z 华为与高通签署涵盖5G和AI技术的多年专利许可协议。 https://slicast.com/article/1w84ly1 Slicast en 2026-10-05T14:24:58.000Z IREN, a former bitcoin miner, reports AI cloud revenue surged 687% year-over-year. https://slicast.com/zh/article/1w84ly1 Slicast zh-cn 2026-10-05T14:24:58.000Z 前比特币矿工IREN报告AI云收入同比激增687%。 https://slicast.com/article/tlqmou Slicast en 2026-10-05T14:17:39.000Z Navitas and Microchip Technology collaborate on 800-volt power conversion design for AI data centers. https://slicast.com/zh/article/tlqmou Slicast zh-cn 2026-10-05T14:17:39.000Z Navitas与美微创意技术合作开发AI数据中心的800伏功率转换设计。 https://slicast.com/article/1me3fq1 Slicast en 2026-10-05T14:15:40.000Z Analysis compares Cerebras Systems' AI inference capabilities and economics against Nvidia's dominant GPU market share. https://slicast.com/zh/article/1me3fq1 Slicast zh-cn 2026-10-05T14:15:40.000Z 分析将Cerebras Systems的AI推理能力和经济性与英伟达的主导GPU市场份额进行比较。 https://slicast.com/article/1rltk0u Slicast en 2026-10-05T14:11:08.000Z Qualcomm licenses patents covering Huawei's LogicFolding chip technology, separate from their broader 5G-AI patent agreement. https://slicast.com/zh/article/1rltk0u Slicast zh-cn 2026-10-05T14:11:08.000Z 高通许可涵盖华为LogicFolding芯片技术的专利，这是与其更广泛的5G-AI专利协议不同的交易。 https://slicast.com/article/17c0r27 Slicast en 2026-10-05T14:09:47.000Z ERCOT forecasts a surge in power demand from data centers by the 2030s as AI infrastructure buildout accelerates. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-05T14:09:47.000Z ERCOT预测随着AI基础设施建设加速，到2030年代数据中心的功率需求将激增。 https://slicast.com/article/16hlpdp Slicast en 2026-10-05T14:06:00.000Z A major US power utility merger positions itself around AI infrastructure buildout, betting that grid consolidation will accelerate large-load interconnection approvals. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-10-05T14:06:00.000Z 美国大型电力公用事业合并将自身定位于AI基础设施建设，押注电网整合将加快大型负载互联审批。 https://slicast.com/article/as1xaf Slicast en 2026-10-05T14:05:00.000Z LG Electronics secures a 5-gigawatt AI data center cooling contract in North America. https://slicast.com/zh/article/as1xaf Slicast zh-cn 2026-10-05T14:05:00.000Z 乐金电子确保了北美AI数据中心5吉瓦冷却合同。 https://slicast.com/article/llb9lc Slicast en 2026-10-05T14:03:45.000Z Data center operator Firmus prices its initial public offering at a $5 billion valuation after the company's valuation tripled in two months. https://slicast.com/zh/article/llb9lc Slicast zh-cn 2026-10-05T14:03:45.000Z 数据中心运营商Firmus以50亿美元估值定价其首次公开募股，公司估值在两个月内三倍增长。 https://slicast.com/article/ev6pkw Slicast en 2026-10-05T14:01:26.000Z MISO proposes a fast-track large-load interconnection study process, reducing timeline to 120 days for loads exceeding 200MW in the same local resource zone. https://slicast.com/zh/article/ev6pkw Slicast zh-cn 2026-10-05T14:01:26.000Z MISO提议快速大型负载互联研究流程，将同一本地资源区内超过200兆瓦负载的时间表缩短到120天。 https://slicast.com/article/14h4lqk Slicast en 2026-10-05T13:47:11.000Z Applied Digital brings another 75 MW of AI infrastructure online at Polaris Forge 1. https://slicast.com/zh/article/14h4lqk Slicast zh-cn 2026-10-05T13:47:11.000Z Applied Digital在Polaris Forge 1数据中心再部署75 MW AI基础设施。 https://slicast.com/article/18iqzom Slicast en 2026-10-05T13:40:36.000Z Germany's Karlsruhe Institute of Technology launches HoreKa 2 supercomputer with 33 petaflops, combining AMD Turin CPUs and NVIDIA GB200 GPUs. https://slicast.com/zh/article/18iqzom Slicast zh-cn 2026-10-05T13:40:36.000Z 德国卡尔斯鲁厄理工学院部署HoreKa 2超级计算机，算力33 petaflops，采用AMD Turin处理器和NVIDIA GB200 GPU。 https://slicast.com/article/1lhkm0a Slicast en 2026-10-05T13:40:31.000Z IBM integrates Everspin MRAM technology into its 5th-generation FlashCore Modules for improved enterprise storage performance. https://slicast.com/zh/article/1lhkm0a Slicast zh-cn 2026-10-05T13:40:31.000Z IBM在第5代FlashCore模块中采用Everspin MRAM技术以提升存储性能。 https://slicast.com/article/zslyw5 Slicast en 2026-10-05T13:40:12.000Z China stockpiled 343 immersion DUV lithography tools to circumvent EUV export restrictions and sustain advanced semiconductor manufacturing. https://slicast.com/zh/article/zslyw5 Slicast zh-cn 2026-10-05T13:40:12.000Z 中国囤积了343台浸没式DUV光刻工具，以绕过EUV出口限制并维持先进半导体制造。 https://slicast.com/article/t5jflg Slicast en 2026-10-05T13:35:28.000Z TeraWulf expands its Muskie AI data-center campus in Kentucky to 1-gigawatt full capacity. https://slicast.com/zh/article/t5jflg Slicast zh-cn 2026-10-05T13:35:28.000Z TeraWulf将其位于肯塔基州的Muskie AI数据中心园区扩展至1 GW产能。 https://slicast.com/article/10rqy75 Slicast en 2026-10-05T13:33:01.000Z US law enforcement arrests technology executive for allegedly diverting $300 million in GPUs to China in violation of export controls. https://slicast.com/zh/article/10rqy75 Slicast zh-cn 2026-10-05T13:33:01.000Z 美国执法部门逮捕一名涉嫌将价值3亿美元GPU转运至中国的科技主管。 https://slicast.com/article/ti5n1z Slicast en 2026-10-05T13:29:40.000Z The town of Lansing, New York, begins drafting a data-center ban in response to community opposition to the TeraWulf facility. https://slicast.com/zh/article/ti5n1z Slicast zh-cn 2026-10-05T13:29:40.000Z 纽约州Lansing镇应社区反对开始起草数据中心禁令，针对TeraWulf设施。 https://slicast.com/article/15fn4bm Slicast en 2026-10-05T13:29:05.000Z Vistra secures $4 billion in US Department of Energy financing for nuclear-power projects to supply AI data-center operations. https://slicast.com/zh/article/15fn4bm Slicast zh-cn 2026-10-05T13:29:05.000Z Vistra获得美国能源部40亿美元融资用于核电项目，为AI数据中心供电。 https://slicast.com/article/1n6yoor Slicast en 2026-10-05T13:25:02.000Z Blackstart Digital acquires IBM's Almaden Research Center in San Jose to repurpose the campus for AI data-center operations. https://slicast.com/zh/article/1n6yoor Slicast zh-cn 2026-10-05T13:25:02.000Z Blackstart Digital收购IBM位于圣何塞的Almaden研究中心以转换为AI数据中心。 https://slicast.com/article/me2rvx Slicast en 2026-10-05T13:24:34.000Z Wärtsilä deploys 282 MW of onsite power generation for data centers as electricity demand outpaces grid supply in key markets. https://slicast.com/zh/article/me2rvx Slicast zh-cn 2026-10-05T13:24:34.000Z Wärtsilä为数据中心部署282 MW现场发电，因电力需求超过电网供应。 https://slicast.com/article/166nad0 Slicast en 2026-10-05T13:24:28.000Z HIVE Digital repurposes its Bitcoin mining sites across Canada into AI infrastructure under the BUZZ HPC platform. https://slicast.com/zh/article/166nad0 Slicast zh-cn 2026-10-05T13:24:28.000Z HIVE Digital将其加密矿业设施改造为AI基础设施，命名为BUZZ HPC平台。 https://slicast.com/article/1a1vkck Slicast en 2026-10-05T13:20:44.000Z AI cloud startup Verda raises $189 million in Series B funding led by Emergence Capital to expand GPU infrastructure. https://slicast.com/zh/article/1a1vkck Slicast zh-cn 2026-10-05T13:20:44.000Z AI云初创公司Verda获得Emergence Capital领投的1.89亿美元B轮融资，用于扩展GPU基础设施。 https://slicast.com/article/44o1s7 Slicast en 2026-10-05T13:20:00.000Z Tencent secures 100,000 NVIDIA AI chips from Oracle data centers across Southeast Asia for approximately $7 billion over five years. https://slicast.com/zh/article/44o1s7 Slicast zh-cn 2026-10-05T13:20:00.000Z 腾讯从Oracle东南亚数据中心租赁10万块NVIDIA AI芯片，合同金额约70亿美元，期限5年。 https://slicast.com/article/11vtzdm Slicast en 2026-10-05T13:16:59.000Z Average construction cost for data centers in Saudi Arabia is projected at $13 million from 2026 through 2030. https://slicast.com/zh/article/11vtzdm Slicast zh-cn 2026-10-05T13:16:59.000Z 沙特阿拉伯2026-2030年期间数据中心平均建设成本预计为1300万美元。 https://slicast.com/article/19bgt22 Slicast en 2026-10-05T13:09:54.000Z Greenko-backed AM Intelligence orders 20,000 NVIDIA Rubin GPUs for AI data-center facilities in India and Malaysia, targeting 400 MW capacity. https://slicast.com/zh/article/19bgt22 Slicast zh-cn 2026-10-05T13:09:54.000Z Greenko支持下的AM Intelligence为印度和马来西亚AI数据中心订购2万块NVIDIA Rubin GPU，目标产能400 MW。 https://slicast.com/article/cpew50 Slicast en 2026-10-05T13:04:00.000Z Data Center Dynamics reports on Catcher-style block-redundant power-architecture optimization for large-scale data centers, balancing efficiency and availability. https://slicast.com/zh/article/cpew50 Slicast zh-cn 2026-10-05T13:04:00.000Z Data Center Dynamics报道Catcher风格区块冗余电力架构优化，平衡大规模数据中心的电力效率和可用性。 https://slicast.com/article/1mr2fk2 Slicast en 2026-10-05T13:03:47.000Z Technology executive Greg Lui's GPU-smuggling scheme is reportedly linked to Supermicro indictment in a broader investigation into chip diversion. https://slicast.com/zh/article/1mr2fk2 Slicast zh-cn 2026-10-05T13:03:47.000Z 科技主管Greg Lui的GPU走私计划据报与Supermicro起诉相关，属于更广泛的芯片转运调查。 https://slicast.com/article/1tgjnuw Slicast en 2026-10-05T13:03:26.000Z Clockwork.io raised $31M to eliminate wasted GPU-hours through AI infrastructure fault tolerance software, with production adoption by LinkedIn and Together AI. https://slicast.com/zh/article/1tgjnuw Slicast zh-cn 2026-10-05T13:03:26.000Z Clockwork.io融资$31M，通过AI基础设施容错软件消除GPU浪费，已被LinkedIn和Together AI采用于生产环境。 https://slicast.com/article/dvqjem Slicast en 2026-10-05T13:02:42.000Z LG Electronics secured a major cooling infrastructure contract for a 5GW U.S. AI data center, supplying specialized cooling solutions for large-scale facility. https://slicast.com/zh/article/dvqjem Slicast zh-cn 2026-10-05T13:02:42.000Z LG Electronics获得美国5GW AI数据中心冷却基础设施重大合同，为大规模设施供应专业制冷方案。 https://slicast.com/article/13shsv3 Slicast en 2026-10-05T13:01:08.000Z Jera, Dell Technologies, and Rhaelm partner to deploy behind-the-meter AI infrastructure at a power plant in Chiba, Japan. https://slicast.com/zh/article/13shsv3 Slicast zh-cn 2026-10-05T13:01:08.000Z Jera、Dell Technologies和Rhaelm在日本千叶电厂部署电表后AI基础设施。 https://slicast.com/article/6mf3pu Slicast en 2026-10-05T13:00:57.000Z From Scan to Treatment Plan, AI Helps Close Breast Cancer’s Deadliest Gaps https://slicast.com/zh/article/6mf3pu Slicast zh-cn 2026-10-05T13:00:57.000Z 从扫描到治疗方案，AI帮助弥补乳腺癌最致命的漏洞 https://slicast.com/article/1avoyzj Slicast en 2026-10-05T13:00:00.000Z AIR and LG Electronics announce a supply agreement to advance AI data-center cooling solutions across North America. https://slicast.com/zh/article/1avoyzj Slicast zh-cn 2026-10-05T13:00:00.000Z AIR和LG Electronics宣布供应协议以在北美推进AI数据中心冷却解决方案。 https://slicast.com/article/231tww Slicast en 2026-10-05T13:00:00.000Z Clockwork.io raises $31 million in funding with adoption by LinkedIn, Together AI, and WhiteFiber to optimize GPU utilization and prevent compute waste. https://slicast.com/zh/article/231tww Slicast zh-cn 2026-10-05T13:00:00.000Z Clockwork.io获得3100万美元融资，被LinkedIn、Together AI和WhiteFiber采用，以优化GPU利用率并防止计算资源浪费。 https://slicast.com/article/gkjqz8 Slicast en 2026-10-05T12:53:53.000Z TeraWulf doubled contracted power capacity at its Muskie AI/HPC campus to 1 GW, confirmed via SEC 8-K filing. https://slicast.com/zh/article/gkjqz8 Slicast zh-cn 2026-10-05T12:53:53.000Z TeraWulf将Muskie AI/HPC园区合同电力容量翻倍至1 GW，已通过SEC 8-K备案确认。 https://slicast.com/article/keir61 Slicast en 2026-10-05T12:48:00.000Z TeraWulf doubles power agreement at Muskie data center to 1 GW and advances second phase completion to 2029. https://slicast.com/zh/article/keir61 Slicast zh-cn 2026-10-05T12:48:00.000Z TeraWulf将Muskie数据中心的电力协议翻倍至1 GW，并将第二阶段推进至2029年交付。 https://slicast.com/article/10s32qh Slicast en 2026-10-05T12:43:50.000Z Cerebras stock rallies as analyst thesis identifies $550B global fast-inference AI chip market opportunity. https://slicast.com/zh/article/10s32qh Slicast zh-cn 2026-10-05T12:43:50.000Z Cerebras股票上涨，分析师强调了5500亿美元全球快速推理AI芯片市场机会。 https://slicast.com/article/zm0rtu Slicast en 2026-10-05T12:39:21.000Z Meta leases its first India AI data center campus from Reliance, marking hyperscaler infrastructure entry into South Asia. https://slicast.com/zh/article/zm0rtu Slicast zh-cn 2026-10-05T12:39:21.000Z Meta从Reliance租赁其首个印度AI数据中心园区，标志超大规模云厂商进入南亚。 https://slicast.com/article/14gdb97 Slicast en 2026-10-05T12:33:09.000Z Qualcomm and Huawei sign multi-year patent license spanning 5G, compute, AI, and networking technologies; financial terms undisclosed. https://slicast.com/zh/article/14gdb97 Slicast zh-cn 2026-10-05T12:33:09.000Z 高通与华为签署涵盖5G、计算、AI和网络技术的多年专利许可协议；财务条款未公开。 https://slicast.com/article/r7op1n Slicast en 2026-10-05T12:29:45.000Z Digital Realty launches ServiceFabric multi-cloud platform for unified AI data center orchestration and control across on-premises, cloud, and edge. https://slicast.com/zh/article/r7op1n Slicast zh-cn 2026-10-05T12:29:45.000Z Digital Realty推出ServiceFabric多云平台，用于跨本地、云和边缘的统一AI数据中心编排。 https://slicast.com/article/1np4nx2 Slicast en 2026-10-05T12:26:00.000Z US authorities investigate California computer reseller for allegedly funneling $300M+ in AI servers to China, circumventing export controls on advanced semiconductors. https://slicast.com/zh/article/1np4nx2 Slicast zh-cn 2026-10-05T12:26:00.000Z 美国当局调查加州计算机经销商涉嫌向中国输出3亿美元以上的AI服务器，绕过先进半导体出口管制。 https://slicast.com/article/1ntzjkl Slicast en 2026-10-05T12:20:00.000Z Amazon ends confidential data center development agreements and commits $1B to support communities hosting its facilities, increasing transparency in siting negotiations. https://slicast.com/zh/article/1ntzjkl Slicast zh-cn 2026-10-05T12:20:00.000Z Amazon终止保密数据中心开发协议，承诺向其设施所在社区投资10亿美元。 https://slicast.com/article/in5s69 Slicast en 2026-10-05T12:18:00.000Z Rightfiber completes acquisition of Fastwyre's Nebraska data center and fiber operations. https://slicast.com/zh/article/in5s69 Slicast zh-cn 2026-10-05T12:18:00.000Z Rightfiber完成对Fastwyre内布拉斯加州数据中心和光纤业务的收购。 https://slicast.com/article/1pck9k0 Slicast en 2026-10-05T12:15:37.000Z Google's Finland AI data center project under investigation after reportedly clearing 420 hectares of forest for construction. https://slicast.com/zh/article/1pck9k0 Slicast zh-cn 2026-10-05T12:15:37.000Z Google芬兰AI数据中心项目因报道称清空420公顷森林用于建设而受调查。 https://slicast.com/article/1c8yzkj Slicast en 2026-10-05T12:13:00.000Z Core42 (G42 infrastructure subsidiary) launches partner program to expand sovereign cloud and AI services across UAE, positioning region as alternative to Western hyperscalers. https://slicast.com/zh/article/1c8yzkj Slicast zh-cn 2026-10-05T12:13:00.000Z Core42（G42基础设施子公司）推出合作伙伴计划，扩展阿联酋的主权云和AI服务。 https://slicast.com/article/29o3xd Slicast en 2026-10-05T12:12:15.000Z Elon Musk confirms SpaceX in discussions with TSMC for potential advanced chip manufacturing facility in Texas; SpaceXAI rebranded to SpaceXSI (Space Intelligence). https://slicast.com/zh/article/29o3xd Slicast zh-cn 2026-10-05T12:12:15.000Z Elon Musk确认SpaceX与台积电洽谈在得州建立先进芯片制造设施；SpaceXAI更名为SpaceXSI（太空智能）。 https://slicast.com/article/1nrkaq9 Slicast en 2026-10-05T12:04:00.000Z Centrus Energy positioned as uranium fuel supplier for Oklo and NuScale modular nuclear reactors powering AI data center expansion. https://slicast.com/zh/article/1nrkaq9 Slicast zh-cn 2026-10-05T12:04:00.000Z Centrus Energy定位为为Oklo和NuScale小型模块化核反应堆提供铀燃料的供应商，为AI数据中心建设供电。 https://slicast.com/article/9hcncf Slicast en 2026-10-05T12:00:00.000Z VoltaGrid Completes $775 Million Primary Equity Investment and Upsized $800 Million Secondary Equity Investment https://slicast.com/zh/article/9hcncf Slicast zh-cn 2026-10-05T12:00:00.000Z VoltaGrid完成7.75亿美元主要股权投资和8亿美元二级股权投资 https://slicast.com/article/mgfzrm Slicast en 2026-10-05T12:00:00.000Z TERAWULF INC. files 8-K: other material event https://slicast.com/zh/article/mgfzrm Slicast zh-cn 2026-10-05T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/article/slc5mt Slicast en 2026-10-05T12:00:00.000Z Vistra files 8-K: entry into a material agreement, creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/slc5mt Slicast zh-cn 2026-10-05T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/article/1wcao16 Slicast en 2026-10-05T11:59:52.000Z Applied Digital stock jumps 5% on announcement of new AI data center milestone; billionaire investor increases stake ahead of earnings. https://slicast.com/zh/article/1wcao16 Slicast zh-cn 2026-10-05T11:59:52.000Z Applied Digital股票在宣布新的AI数据中心里程碑后上涨5%；亿万富翁投资者在财报前增持。 https://slicast.com/article/1g7rxsc Slicast en 2026-10-05T11:55:31.000Z Chinese semiconductor talent faces retention crisis as ChangXin Memory and competitors escalate salary bidding against overseas recruitment, 'double salary' offered. https://slicast.com/zh/article/1g7rxsc Slicast zh-cn 2026-10-05T11:55:31.000Z 中国半导体企业面临人才流失压力，长鑫存储等企业以'双倍薪酬'与海外招聘竞争。 https://slicast.com/article/8lzctq Slicast en 2026-10-05T11:54:10.000Z CScale develops resilient architecture to survive optical laser interconnect failures in gigawatt-scale AI data centers without service disruption. https://slicast.com/zh/article/8lzctq Slicast zh-cn 2026-10-05T11:54:10.000Z CScale开发架构以应对吉瓦级AI数据中心中的光学激光互连故障，不中断服务。 https://slicast.com/article/74nkvt Slicast en 2026-10-05T11:50:37.000Z Former Fawley coal power station site near Southampton (UK) considered for conversion into large-scale data center campus. https://slicast.com/zh/article/74nkvt Slicast zh-cn 2026-10-05T11:50:37.000Z 英国南安普敦附近的前Fawley电厂站点被考虑改造为大型数据中心园区。 https://slicast.com/article/1o2c0ya Slicast en 2026-10-05T10:25:00.000Z US Senate blocked the Ratepayer Protection Act in a 57–43 vote, eliminating proposed regulation requiring data centers to pay incremental grid costs. https://slicast.com/zh/article/1o2c0ya Slicast zh-cn 2026-10-05T10:25:00.000Z 美国参议院以57票对43票的投票否决《平价用户保护法》，取消了要求数据中心支付增量电网成本的拟议监管。 https://slicast.com/article/115whf0 Slicast en 2026-10-05T10:23:41.000Z Argentina Data Center Market - Investment Analysis and https://slicast.com/zh/article/115whf0 Slicast zh-cn 2026-10-05T10:23:41.000Z 阿根廷数据中心市场 - 投资分析和 https://slicast.com/article/103hyr2 Slicast en 2026-10-05T10:12:40.000Z Americas Data Center Colocation Market Size, Share, Trends https://slicast.com/zh/article/103hyr2 Slicast zh-cn 2026-10-05T10:12:40.000Z 美洲数据中心托管市场规模、份额、趋势 https://slicast.com/article/10vmgiu Slicast en 2026-10-05T09:50:45.000Z Adani commits $100 billion to hyperscale data center expansion for AI infrastructure globally. https://slicast.com/zh/article/10vmgiu Slicast zh-cn 2026-10-05T09:50:45.000Z Adani投入$100亿用于全球AI基础设施的超大规模数据中心扩张 https://slicast.com/article/1mthtz0 Slicast en 2026-10-05T08:20:00.000Z atNorth to develop new data center in Salo, Finland https://slicast.com/zh/article/1mthtz0 Slicast zh-cn 2026-10-05T08:20:00.000Z atNorth在芬兰萨洛开发新数据中心 https://slicast.com/article/z98cig Slicast en 2026-10-05T08:05:44.000Z Global Data Center Market Portfolio Database: 6,610 https://slicast.com/zh/article/z98cig Slicast zh-cn 2026-10-05T08:05:44.000Z 全球数据中心市场投资组合数据库：6,610个 https://slicast.com/article/qohy7u Slicast en 2026-10-04T21:11:00.000Z OpenAI, Blackstone, and SoftBank jointly form a lobbying alliance to clear local obstacles to data center construction. https://slicast.com/zh/article/qohy7u Slicast zh-cn 2026-10-04T21:11:00.000Z OpenAI、Blackstone、SoftBank联合成立游说联盟，推动清除数据中心建设地方阻力 https://slicast.com/ko/article/qohy7u Slicast ko 2026-10-04T21:11:00.000Z OpenAI, Blackstone, SoftBank가 데이터센터 건설의 지역 장애물 극복을 위해 공동으로 로비 연합을 결성했다. https://slicast.com/article/1j80rl8 Slicast en 2026-10-04T21:10:00.000Z JERA, Dell, and RHAELM partnership drives large-scale AI computing infrastructure deployment in Japan https://slicast.com/zh/article/1j80rl8 Slicast zh-cn 2026-10-04T21:10:00.000Z JERA、Dell、RHAELM三方合作，AI算力基础设施规模化落地日本 https://slicast.com/ko/article/1j80rl8 Slicast ko 2026-10-04T21:10:00.000Z JERA, Dell, RHAELM 파트너십이 일본에서 대규모 AI 컴퓨팅 인프라 배포를 주도한다 https://slicast.com/article/qg1ev8 Slicast en 2026-10-04T21:09:00.000Z China's AI Data Center Investment Wave Extends to SMEs; National Capacity Surpasses 24GW, Ranks Second Globally https://slicast.com/zh/article/qg1ev8 Slicast zh-cn 2026-10-04T21:09:00.000Z 中国AI数据中心投资浪潮蔓延至中小企业，全国容量已超24GW跻身全球第二 https://slicast.com/ko/article/qg1ev8 Slicast ko 2026-10-04T21:09:00.000Z 중국 AI 데이터센터 투자 열풍이 중소기업으로 확대; 국가 용량 24GW 돌파, 글로벌 2위 https://slicast.com/article/1sfx8bf Slicast en 2026-10-04T21:08:00.000Z Export Control Progress: 10 Chinese Companies Allocated 75,000 H200 Units Each as 50% Total Volume Cap Takes Effect https://slicast.com/zh/article/1sfx8bf Slicast zh-cn 2026-10-04T21:08:00.000Z 出口管制新进展：10家中国企业获H200配额各7.5万片，50%总量封顶令同步生效 https://slicast.com/ko/article/1sfx8bf Slicast ko 2026-10-04T21:08:00.000Z 수출 통제 진전: 중국 10개 기업에 각각 75,000 H200 유닛 할당, 총 물량 50% 한도 발효 https://slicast.com/article/vksbqo Slicast en 2026-10-04T21:07:00.000Z NVIDIA seeks 16-layer HBM4 from SK Hynix, Samsung, and Micron; Q4 2026 delivery target triggers three-way development sprint https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-04T21:07:00.000Z NVIDIA向SK hynix、Samsung、Micron索要16层HBM4，Q4 2026交付目标触发三方开发冲刺 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-04T21:07:00.000Z NVIDIA, SK Hynix·Samsung·Micron으로부터 16층 HBM4 확보 추진, Q4 2026 납기 목표가 삼자 간 개발 경쟁 촉발 https://slicast.com/article/me67cr Slicast en 2026-10-04T21:05:00.000Z NVIDIA Commits Up to $105B Guarantee; OpenAI-SoftBank Ohio 10GW Mega-Campus Breaks Ground This Month https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-10-04T21:05:00.000Z NVIDIA承诺最高$1050亿担保，OpenAI-SoftBank俄亥俄10GW超级园区本月动工 https://slicast.com/ko/article/me67cr Slicast ko 2026-10-04T21:05:00.000Z NVIDIA, 최대 $105B 보증 약정; OpenAI-SoftBank Ohio 10GW 메가캠퍼스 이달 착공 https://slicast.com/article/1xxbcw5 Slicast en 2026-10-04T21:04:00.000Z IREN Q3 FY2026 revenue $144.8M beats expectations; AI Cloud +94% QoQ, NVIDIA $3.4B contract secured https://slicast.com/zh/article/1xxbcw5 Slicast zh-cn 2026-10-04T21:04:00.000Z IREN Q3 FY2026营收$1.448亿双杀预期，但AI Cloud季环比+94%、NVIDIA $34亿合同锁定 https://slicast.com/ko/article/1xxbcw5 Slicast ko 2026-10-04T21:04:00.000Z IREN Q3 FY2026 매출 $144.8M 예상치 상회; AI Cloud +94% QoQ, NVIDIA $3.4B 계약 확보 https://slicast.com/article/77qjpw Slicast en 2026-10-04T21:03:00.000Z Anthropic Files S-1; First Frontier AI Company Seeks Public Market Entry at $1-2 Trillion Valuation https://slicast.com/zh/article/77qjpw Slicast zh-cn 2026-10-04T21:03:00.000Z Anthropic公开S-1，全球首家前沿大模型公司冲击公开市场，估值目标$1-2万亿 https://slicast.com/ko/article/77qjpw Slicast ko 2026-10-04T21:03:00.000Z Anthropic S-1 제출; 프론티어 AI 기업 최초로 $1-2조 기업가치 공개 상장 추진 https://slicast.com/article/lvwk7l Slicast en 2026-10-04T21:02:00.000Z UK neocloud Nscale's US IPO: $35 billion valuation, $103 billion contract backing, NVIDIA leads $1 billion convertible bonds https://slicast.com/zh/article/lvwk7l Slicast zh-cn 2026-10-04T21:02:00.000Z 英国neocloud Nscale赴美IPO：$350亿估值、$1030亿合同背书，NVIDIA领投$10亿可转债 https://slicast.com/ko/article/lvwk7l Slicast ko 2026-10-04T21:02:00.000Z 영국 neocloud Nscale의 미국 IPO: 350억 달러 시가총액, 1030억 달러 계약 지원, NVIDIA 주도 10억 달러 전환사채 https://slicast.com/article/1b7vgfr Slicast en 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN rally Friday as GPU price hikes offset Sell rating headwinds https://slicast.com/zh/article/1b7vgfr Slicast zh-cn 2026-10-04T21:01:00.000Z CoreWeave、Nebius、IREN周五集体反弹——GPU涨价扳回Sell评级利空 https://slicast.com/ko/article/1b7vgfr Slicast ko 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN 금요일 상승, GPU 가격 인상이 매도 등급 악재 상쇄 https://slicast.com/commentary/nvidia-2026-10-04 Slicast en 2026-10-04T20:48:41.718Z Why Tencent's Lease of 100,000 Nvidia H100/H200 Chips Challenges US Export Controls https://slicast.com/zh/commentary/nvidia-2026-10-04 Slicast zh-cn 2026-10-04T20:48:41.718Z 腾讯租赁10万块英伟达H100/H200芯片挑战美国出口管制框架，2026年10月 https://slicast.com/commentary/oracle-2026-10-04 Slicast en 2026-10-04T20:40:24.845Z Oracle AI Infrastructure, October 2026: Power Grid Delays, Force Majeure, and a Nuclear Hedge https://slicast.com/zh/commentary/oracle-2026-10-04 Slicast zh-cn 2026-10-04T20:40:24.845Z 甲骨文AI基础设施,2026年10月:电网延误、不可抗力条款与核电布局 https://slicast.com/commentary/anthropic-2026-10-04 Slicast en 2026-10-04T20:28:16.628Z Anthropic IPO, October 2026: $518 Billion in Infrastructure Commitments Test a $2 Trillion Valuation https://slicast.com/zh/commentary/anthropic-2026-10-04 Slicast zh-cn 2026-10-04T20:28:16.628Z Anthropic IPO 2026年10月：5180亿美元基础设施承诺与2万亿美元估值目标的考验 https://slicast.com/brief/2026-10-05 Slicast en 2026-10-04T20:17:01.696Z Latest AI Infrastructure News: October 5, 2026 https://slicast.com/zh/brief/2026-10-05 Slicast zh-cn 2026-10-04T20:17:01.696Z AI 基础设施新闻早报 · 2026年10月5日 https://slicast.com/ko/brief/2026-10-05 Slicast ko 2026-10-04T20:17:01.696Z 최신 AI 인프라 뉴스 · 2026년 10월 5일 https://slicast.com/article/3wdua1 Slicast en 2026-10-04T18:15:00.000Z China has accumulated 343 deep-ultraviolet (DUV) lithography systems while the U.S. urges allies to close export control loopholes. https://slicast.com/zh/article/3wdua1 Slicast zh-cn 2026-10-04T18:15:00.000Z 中国积累了343套深紫外(DUV)光刻系统,美国敦促盟国关闭出口管制漏洞。 https://slicast.com/ko/article/3wdua1 Slicast ko 2026-10-04T18:15:00.000Z 중국이 심자외선(DUV) 리소그래피 시스템 343개를 축적했으며, 미국은 동맹국들이 수출 규제 허점을 폐쇄하도록 촉구한다. https://slicast.com/article/1fmvgco Slicast en 2026-10-04T18:09:00.000Z Oracle has locked in a nuclear power deal as energy becomes AI's biggest supply chain constraint. https://slicast.com/zh/article/1fmvgco Slicast zh-cn 2026-10-04T18:09:00.000Z 甲骨文(Oracle)锁定核能交易,因能源成为AI最大的供应链瓶颈。 https://slicast.com/ko/article/1fmvgco Slicast ko 2026-10-04T18:09:00.000Z Oracle이 에너지가 AI의 최대 공급망 제약이 되면서 원전 거래를 확보했다. https://slicast.com/article/1v187qq Slicast en 2026-10-04T17:39:17.000Z Skybox files for a $550 million fourth data center in Hutto, Texas, as the state tightens grid rules. https://slicast.com/zh/article/1v187qq Slicast zh-cn 2026-10-04T17:39:17.000Z Skybox在德州Hutto提交了第四个价值5.5亿美元的数据中心申请,此时德州收紧了电网规则。 https://slicast.com/ko/article/1v187qq Slicast ko 2026-10-04T17:39:17.000Z Skybox가 Hutto, Texas에 $550 million 규모의 네 번째 데이터 센터 건설을 신청했으며, 주가 전력망 규칙을 강화하고 있다. https://slicast.com/article/thu73k Slicast en 2026-10-04T17:16:46.000Z Anthropic's disclosed $518 billion in AI infrastructure commitments loom over a reported $2 trillion IPO valuation as the company scales compute and deployment. https://slicast.com/zh/article/thu73k Slicast zh-cn 2026-10-04T17:16:46.000Z 人工智能研究公司Anthropic披露的5180亿美元AI基础设施承诺,在其报告的2万亿美元IPO估值下显得规模庞大,该公司正在扩展计算和部署。 https://slicast.com/ko/article/thu73k Slicast ko 2026-10-04T17:16:46.000Z 회사가 컴퓨팅과 배포 규모를 확대하면서 Anthropic이 공개한 $518 billion의 AI 인프라 약정이 보도된 $2 trillion IPO 가치평가에 의문을 제기하고 있다. https://slicast.com/article/sse94p Slicast en 2026-10-04T16:50:11.000Z Bitcoin miners are shifting $1.5 billion in hardware and power toward AI GPU workloads, sidelining legacy mining equipment. https://slicast.com/zh/article/sse94p Slicast zh-cn 2026-10-04T16:50:11.000Z 比特币矿工将15亿美元的硬件和电力转向AI GPU工作负载,搁置传统采矿设备。 https://slicast.com/ko/article/sse94p Slicast ko 2026-10-04T16:50:11.000Z Bitcoin 채굴자들이 $1.5 billion의 하드웨어와 전력을 AI GPU 작업 부하로 전환하면서 기존 채굴 장비는 외면하고 있습니다. https://slicast.com/article/16o3bms Slicast en 2026-10-04T16:18:30.000Z Menos AI, an AI-infrastructure company serving institutional investors, has raised $5.1 million. https://slicast.com/zh/article/16o3bms Slicast zh-cn 2026-10-04T16:18:30.000Z 面向机构投资者的AI基础设施公司Menos AI融资510万美元。 https://slicast.com/ko/article/16o3bms Slicast ko 2026-10-04T16:18:30.000Z 기관투자자 대상 AI 인프라 기업 Menos AI가 $5.1 million의 투자를 받았다. https://slicast.com/article/5ycemx Slicast en 2026-10-04T16:04:28.000Z Google deployed four TPUs aboard a satellite launched on SpaceX's Transporter-18 rideshare on October 1st, 2026, in partnership with Planet Labs. https://slicast.com/zh/article/5ycemx Slicast zh-cn 2026-10-04T16:04:28.000Z 谷歌在10月1日SpaceX Transporter-18共乘火箭上搭载了四个TPU,与Planet Labs合作在卫星上部署。 https://slicast.com/ko/article/5ycemx Slicast ko 2026-10-04T16:04:28.000Z Google은 Planet Labs와의 파트너십으로 2026년 10월 1일 SpaceX의 Transporter-18 라이드셰어를 통해 발사된 위성에 4개의 TPU를 배포했다. https://slicast.com/article/guxfdj Slicast en 2026-10-04T16:01:16.000Z LiLic Sidecar, a Vision Group power solution for AI infrastructure, debuts at YOTTA 2026. https://slicast.com/zh/article/guxfdj Slicast zh-cn 2026-10-04T16:01:16.000Z Vision Group的AI基础设施电源解决方案LiLic Sidecar在YOTTA 2026大会首次亮相。 https://slicast.com/ko/article/guxfdj Slicast ko 2026-10-04T16:01:16.000Z LiLic Sidecar, Vision Group의 AI 인프라 전원 솔루션이 YOTTA 2026에서 선보입니다. https://slicast.com/article/114vmng Slicast en 2026-10-04T15:47:42.000Z A California CEO has been charged in a $300 million Nvidia GPU smuggling case involving circumvention of export controls. https://slicast.com/zh/article/114vmng Slicast zh-cn 2026-10-04T15:47:42.000Z 一名加州首席执行官因涉及英伟达GPU走私的3亿美元案件而被控违反出口管制。 https://slicast.com/ko/article/114vmng Slicast ko 2026-10-04T15:47:42.000Z 캘리포니아 CEO가 수출 규제 회피와 관련된 $300 million Nvidia GPU 밀반출 사건으로 기소되었다. https://slicast.com/article/h2xj29 Slicast en 2026-10-04T15:38:00.000Z Amazon is seeking to move $8 billion in Nvidia chips off its balance sheet, signaling a potential shift in how hyperscalers finance AI infrastructure. https://slicast.com/zh/article/h2xj29 Slicast zh-cn 2026-10-04T15:38:00.000Z 亚马逊寻求将80亿美元的英伟达芯片从资产负债表中移除,预示超大规模云厂商AI基础设施融资方式可能转变。 https://slicast.com/ko/article/h2xj29 Slicast ko 2026-10-04T15:38:00.000Z Amazon이 Nvidia 칩 $8 billion을 대차대조표에서 제거하려 하고 있으며, 하이퍼스케일러들의 AI 인프라 자금조달 방식에서 잠재적 변화를 시사하고 있습니다. https://slicast.com/article/ii8vgm Slicast en 2026-10-04T15:35:11.000Z Cipher Digital (CIFR), a bitcoin-miner-turned-compute-platform, has extended its Barber Lake facility contract and lifted total contracted revenue above $9 billion. https://slicast.com/zh/article/ii8vgm Slicast zh-cn 2026-10-04T15:35:11.000Z 从比特币矿工转型为计算平台的Cipher Digital (CIFR)扩展了Barber Lake设施合同,总合同收入超过90亿美元。 https://slicast.com/ko/article/ii8vgm Slicast ko 2026-10-04T15:35:11.000Z Cipher Digital (CIFR)은 비트코인 채굴에서 컴퓨팅 플랫폼으로 전환한 기업으로, Barber Lake 시설 계약을 연장했으며 총 계약 매출을 90억 달러 이상으로 증가시켰다. https://slicast.com/article/jwwn0y Slicast en 2026-10-04T15:32:00.000Z LiLic Sidecar Debuts at YOTTA 2026 as Vision Group Showcases New Power Solutions for AI Infrastructure https://slicast.com/zh/article/jwwn0y Slicast zh-cn 2026-10-04T15:32:00.000Z LiLic Sidecar在YOTTA 2026首次亮相，Vision Group展示AI基础设施新电源解决方案 https://slicast.com/article/ovmjim Slicast en 2026-10-04T15:04:22.000Z AI data-center projects from Oracle, Broadcom's data-center division (BE), and Applied Optoelectronics (APLD) are facing delays while an IO Fund analysis highlights power, not demand, as the binding b https://slicast.com/zh/article/ovmjim Slicast zh-cn 2026-10-04T15:04:22.000Z 来自甲骨文、博通数据中心部门(BE)和应用光电(APLD)的AI数据中心项目面临延迟,而IO Fund的分析强调电源而非需求是约束瓶颈。 https://slicast.com/ko/article/ovmjim Slicast ko 2026-10-04T15:04:22.000Z Oracle, Broadcom의 데이터센터 부문(BE), Applied Optoelectronics(APLD)의 AI 데이터센터 프로젝트들이 지연을 겪고 있는 한편, IO Fund 분석은 수요가 아닌 전력을 핵심 병목으로 지적했다. https://slicast.com/article/1lwmbr4 Slicast en 2026-10-04T14:45:32.000Z Abu Dhabi is deploying AI infrastructure in partnership with Together AI as the global AI race shifts from hype to deployment. https://slicast.com/zh/article/1lwmbr4 Slicast zh-cn 2026-10-04T14:45:32.000Z 阿布扎比与Together AI合作部署AI基础设施,全球AI竞争从炒作转向实际部署。 https://slicast.com/ko/article/1lwmbr4 Slicast ko 2026-10-04T14:45:32.000Z Abu Dhabi가 Together AI와 협력하여 AI 인프라를 배포하고 있으며, 전 세계 AI 경쟁이 과장에서 실제 배포로 전환되고 있습니다. https://slicast.com/article/1sc8vqh Slicast en 2026-10-04T14:32:19.000Z Tencent has leased 100,000 top-of-the-line U.S. AI chips (H100/H200 series) in a move that challenges U.S. export control frameworks. https://slicast.com/zh/article/1sc8vqh Slicast zh-cn 2026-10-04T14:32:19.000Z 腾讯租赁了10万块美国顶级AI芯片(H100/H200系列),这一举动挑战了美国出口管制框架。 https://slicast.com/ko/article/1sc8vqh Slicast ko 2026-10-04T14:32:19.000Z Tencent이 미국의 최고급 AI 칩 100,000개(H100/H200 시리즈)를 임차해 미국 수출규제 체계에 도전했다. https://slicast.com/article/14m1r9 Slicast en 2026-10-04T14:02:00.000Z Goodman is developing a 725-hectare AI data center campus in rural Queensland, Australia. https://slicast.com/zh/article/14m1r9 Slicast zh-cn 2026-10-04T14:02:00.000Z Goodman正在澳大利亚昆士兰州乡村地区开发一座725公顷的AI数据中心园区。 https://slicast.com/ko/article/14m1r9 Slicast ko 2026-10-04T14:02:00.000Z 굿맨이 호주 퀸즈랜드 시골 지역에 725헥타르 규모의 AI 데이터센터 캠퍼스를 개발 중이다. https://slicast.com/article/1uhntcu Slicast en 2026-10-04T13:49:14.000Z Rising yields and market volatility are creating headwinds for AI infrastructure funding rounds despite underlying demand. https://slicast.com/zh/article/1uhntcu Slicast zh-cn 2026-10-04T13:49:14.000Z 上升的收益率和市场波动正在为AI基础设施融资创造逆风,尽管基础需求强劲。 https://slicast.com/ko/article/1uhntcu Slicast ko 2026-10-04T13:49:14.000Z 상승하는 수익률과 시장 변동성은 기저 수요에도 불구하고 AI 인프라 펀딩 라운드에 역풍을 일으키고 있다. https://slicast.com/article/fyu9ja Slicast en 2026-10-04T13:44:15.000Z US and China resume trade talks in New York with AI chip export controls remaining a key point of contention. https://slicast.com/zh/article/fyu9ja Slicast zh-cn 2026-10-04T13:44:15.000Z 美国和中国在纽约恢复贸易谈判,AI芯片出口管制仍然是关键分歧点。 https://slicast.com/ko/article/fyu9ja Slicast ko 2026-10-04T13:44:15.000Z US와 China가 뉴욕에서 무역 협상을 재개했으며, AI 칩 수출 통제가 주요 갈등 사항으로 계속 남아있다. https://slicast.com/article/fhapws Slicast en 2026-10-04T13:41:22.000Z Lam Research cites AI manufacturing complexity and growing installed-base as drivers for elevated equipment demand. https://slicast.com/zh/article/fhapws Slicast zh-cn 2026-10-04T13:41:22.000Z Lam Research指出AI制造复杂性和不断增长的装机基础是设备需求上升的驱动因素。 https://slicast.com/ko/article/fhapws Slicast ko 2026-10-04T13:41:22.000Z Lam Research는 AI 제조 복잡성과 증가하는 설치 기반을 높은 장비 수요의 동인으로 언급했다. https://slicast.com/article/170qafo Slicast en 2026-10-04T13:31:59.000Z Al-Moammar Holding secures its first work order under Saudi Arabia's HUMAIN framework, valued at 148% of 2025 revenue. https://slicast.com/zh/article/170qafo Slicast zh-cn 2026-10-04T13:31:59.000Z Al-Moammar Holding在沙特阿拉伯HUMAIN框架下获得首个工作订单,价值超过2025年收入的148%。 https://slicast.com/ko/article/170qafo Slicast ko 2026-10-04T13:31:59.000Z Al-Moammar Holding이 사우디아라비아의 HUMAIN 프레임워크에 따라 첫 작업 주문을 확보했으며, 평가액은 2025년 매출의 148%이다. https://slicast.com/analysis/2026-10-05 Slicast en 2026-10-04T13:00:00.000Z Why Power, Not Chips, Is Now Reshaping the AI Capex Arms Race https://slicast.com/zh/analysis/2026-10-05 Slicast zh-cn 2026-10-04T13:00:00.000Z 电力而非芯片正在重塑 AI 资本支出军备竞赛 https://slicast.com/article/1yuz4fo Slicast en 2026-10-04T12:30:00.000Z Microsoft deploys native gardens and wetlands landscaping at 20+ data center sites to environmentally integrate large facilities. https://slicast.com/zh/article/1yuz4fo Slicast zh-cn 2026-10-04T12:30:00.000Z 微软在20多个数据中心设施部署本地花园和湿地景观美化,以便与环境融合。 https://slicast.com/ko/article/1yuz4fo Slicast ko 2026-10-04T12:30:00.000Z Microsoft는 20개 이상의 데이터 센터 부지에 자생 정원과 습지 조경을 조성하여 대규모 시설을 환경적으로 통합한다. https://slicast.com/article/rik9et Slicast en 2026-10-04T12:28:45.000Z EpochAI reports quarterly AI inference costs have dropped 47%, driven by chip efficiency gains and manufacturing scale. https://slicast.com/zh/article/rik9et Slicast zh-cn 2026-10-04T12:28:45.000Z EpochAI报告称季度AI推理成本下降47%,由芯片效率提升和制造规模驱动。 https://slicast.com/ko/article/rik9et Slicast ko 2026-10-04T12:28:45.000Z EpochAI는 칩 효율성 개선과 제조 규모 확대로 분기별 AI 추론 비용이 47% 하락했다고 보도했습니다. https://slicast.com/article/14ldcni Slicast en 2026-10-04T12:23:00.000Z Applied Digital's Polaris Forge 1 campus reaches 250 MW of operational compute capacity https://slicast.com/zh/article/14ldcni Slicast zh-cn 2026-10-04T12:23:00.000Z Applied Digital的Polaris Forge 1园区运营计算能力达到250 MW https://slicast.com/article/1863pr1 Slicast en 2026-10-04T12:15:26.000Z Micron reports higher profitability on HBM (high-bandwidth memory) products versus conventional DRAM. https://slicast.com/zh/article/1863pr1 Slicast zh-cn 2026-10-04T12:15:26.000Z Micron报告称HBM(高带宽内存)产品的盈利能力高于传统DRAM。 https://slicast.com/ko/article/1863pr1 Slicast ko 2026-10-04T12:15:26.000Z Micron이 HBM(고대역폭 메모리) 제품에서 기존 DRAM 대비 더 높은 수익성을 기록했다고 발표했다. https://slicast.com/article/1dkhgpb Slicast en 2026-10-04T11:30:06.000Z Anthropic prepares for public listing as the Trump administration weighs AI chip export policy stakes. https://slicast.com/zh/article/1dkhgpb Slicast zh-cn 2026-10-04T11:30:06.000Z Anthropic为公开上市做准备,特朗普政府正在权衡AI芯片出口政策的利益。 https://slicast.com/ko/article/1dkhgpb Slicast ko 2026-10-04T11:30:06.000Z Anthropic이 공개 상장을 준비하는 가운데 Trump 행정부는 AI 칩 수출 정책의 영향을 가늠하고 있다. https://slicast.com/article/5acu41 Slicast en 2026-10-04T11:10:47.000Z Applied Materials gains on an AI-focused advanced packaging deal, signaling continued equipment investment. https://slicast.com/zh/article/5acu41 Slicast zh-cn 2026-10-04T11:10:47.000Z Applied Materials因一项AI先进封装交易而上升,表明设备投资的持续性。 https://slicast.com/ko/article/5acu41 Slicast ko 2026-10-04T11:10:47.000Z Applied Materials는 AI 중심 고급 패키징 거래로 상승하며 지속적인 장비 투자를 시사한다. https://slicast.com/article/pjmyj9 Slicast en 2026-10-04T11:01:00.000Z A new map catalogs every planned and operational AI data center in New Jersey, revealing regional hyperscaler concentration. https://slicast.com/zh/article/pjmyj9 Slicast zh-cn 2026-10-04T11:01:00.000Z 一份新地图列举了新泽西州每一座计划和运营中的AI数据中心,显示区域超大规模计算商集中度。 https://slicast.com/ko/article/pjmyj9 Slicast ko 2026-10-04T11:01:00.000Z 새로운 지도는 뉴저지의 계획 중이거나 운영 중인 모든 AI 데이터센터를 기록하고, 지역 하이퍼스케일러의 집중을 드러낸다. https://slicast.com/article/1w16zxk Slicast en 2026-10-04T11:00:59.000Z Nvidia unveils the N1X PC chip for consumer and edge markets as AMD and Intel stocks decline. https://slicast.com/zh/article/1w16zxk Slicast zh-cn 2026-10-04T11:00:59.000Z 英伟达发布面向消费者和边缘市场的N1X PC芯片,而AMD和Intel股票下滑。 https://slicast.com/ko/article/1w16zxk Slicast ko 2026-10-04T11:00:59.000Z Nvidia가 소비자 및 엣지 시장용 N1X PC 칩을 공개하는 가운데 AMD와 Intel 주가가 하락하고 있다. https://slicast.com/article/gihxww Slicast en 2026-10-04T09:59:08.000Z Broadcom's custom silicon (Tomahawk) and Micron's HBM are evaluated as strategic AI infrastructure hardware bets. https://slicast.com/zh/article/gihxww Slicast zh-cn 2026-10-04T09:59:08.000Z Broadcom的定制芯片(Tomahawk)和Micron的HBM被评估为战略AI基础设施硬件投资。 https://slicast.com/ko/article/gihxww Slicast ko 2026-10-04T09:59:08.000Z Broadcom의 맞춤형 실리콘(Tomahawk)과 Micron의 HBM은 전략적 AI 인프라 하드웨어 베팅으로 평가된다. https://slicast.com/article/12umykg Slicast en 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory) announces an expansion plan as China pushes domestic HBM manufacturing capacity. https://slicast.com/zh/article/12umykg Slicast zh-cn 2026-10-04T09:24:40.000Z CXMT(长鑫存储)在中国推动国内HBM制造能力之际宣布扩产计划。 https://slicast.com/ko/article/12umykg Slicast ko 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory)가 중국의 국내 HBM 제조 역량 강화에 따라 확장 계획을 발표했다. https://slicast.com/article/9fcjni Slicast en 2026-10-04T09:23:09.000Z A $300 million Nvidia GPU smuggling case surfaces as export control enforcement action intensifies. https://slicast.com/zh/article/9fcjni Slicast zh-cn 2026-10-04T09:23:09.000Z 一起价值3亿美元的英伟达GPU走私案浮出水面,出口管制执法力度加强。 https://slicast.com/ko/article/9fcjni Slicast ko 2026-10-04T09:23:09.000Z 수출통제 단속 강화 속에 $300 million Nvidia GPU 밀수 사건 적발 https://slicast.com/article/1rgjank Slicast en 2026-10-04T09:04:39.000Z Bitcoin miners lost $1.5 billion in mining capacity during H1 2026 as operations pivot toward high-performance computing services. https://slicast.com/zh/article/1rgjank Slicast zh-cn 2026-10-04T09:04:39.000Z 比特币矿工在2026年上半年失去15亿美元的挖矿产能,运营转向高性能计算服务。 https://slicast.com/ko/article/1rgjank Slicast ko 2026-10-04T09:04:39.000Z Bitcoin 채굴업체들이 2026년 상반기 동안 $1.5 billion의 채굴 역량을 손실하며 고성능 컴퓨팅 서비스로 사업을 전환하고 있다. https://slicast.com/article/18zbk4d Slicast en 2026-10-04T09:01:00.000Z Multiple AI data centers are planned or under operation near South Carolina's Lowcountry region. https://slicast.com/zh/article/18zbk4d Slicast zh-cn 2026-10-04T09:01:00.000Z 多个AI数据中心在南卡罗来纳州Lowcountry地区计划或运营。 https://slicast.com/ko/article/18zbk4d Slicast ko 2026-10-04T09:01:00.000Z 사우스캐롤라이나 롤컨트리 지역 근처에 여러 AI 데이터 센터가 계획 중이거나 운영 중입니다. https://slicast.com/article/1vm6sr Slicast en 2026-10-04T09:00:00.000Z Firmus, Australia's largest data-center operator, announces plans for a Nasdaq listing with a reported $44 billion valuation. https://slicast.com/zh/article/1vm6sr Slicast zh-cn 2026-10-04T09:00:00.000Z 澳大利亚最大数据中心运营商Firmus计划在纳斯达克上市，估值报告为440亿美元。 https://slicast.com/ko/article/1vm6sr Slicast ko 2026-10-04T09:00:00.000Z 호주 최대 데이터센터 운영사인 Firmus가 440억 달러 기업가치로 Nasdaq 상장 계획을 발표했습니다. https://slicast.com/article/13bct5n Slicast en 2026-10-04T08:51:44.000Z Microsoft and Chevron sign a 20-year power purchase agreement to supply a Texas data-center facility. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-04T08:51:44.000Z 微软与雪佛龙签署20年购电协议，为其德克萨斯州数据中心供电。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-04T08:51:44.000Z Microsoft와 Chevron이 텍사스 데이터센터용 20년 전력 구매 계약을 체결했습니다. https://slicast.com/article/79qc6t Slicast en 2026-10-04T07:39:09.000Z South Korean regulators face calls to raise the cap on direct power purchases by data centers from the grid amid surging AI infrastructure demand. https://slicast.com/zh/article/79qc6t Slicast zh-cn 2026-10-04T07:39:09.000Z 面对AI基础设施需求激增，韩国监管部门面临提高数据中心直接购电上限的呼声。 https://slicast.com/ko/article/79qc6t Slicast ko 2026-10-04T07:39:09.000Z AI 인프라 수요가 급증하는 가운데 한국 규제 당국이 데이터센터의 전력망 직접 구매 한도 상향을 요구받고 있다. https://slicast.com/article/und8ne Slicast en 2026-10-04T07:26:35.000Z TeraWulf announces 3-gigawatt AI infrastructure capacity plans, winning analyst endorsement with 25%+ upside potential. https://slicast.com/zh/article/und8ne Slicast zh-cn 2026-10-04T07:26:35.000Z TeraWulf宣布3吉瓦AI基础设施容量计划，获得分析师支持，预期上升空间超过25%。 https://slicast.com/ko/article/und8ne Slicast ko 2026-10-04T07:26:35.000Z TeraWulf가 3기가와트 AI 인프라 용량 계획을 발표하며, 분석가 지지로 25%+ 상향여력을 확보했다. https://slicast.com/article/s2342a Slicast en 2026-10-04T07:16:49.000Z Cerebras redesigns its AI accelerator architecture to sidestep TSMC's CoWoS advanced packaging bottleneck constraining rival AI chip capacity. https://slicast.com/zh/article/s2342a Slicast zh-cn 2026-10-04T07:16:49.000Z Cerebras重新设计其AI加速器架构以规避台积电CoWoS高端封装瓶颈对竞争对手的制约。 https://slicast.com/ko/article/s2342a Slicast ko 2026-10-04T07:16:49.000Z Cerebras가 AI 가속기 아키텍처를 재설계해 경쟁사 AI 칩 용량을 제약하는 TSMC의 CoWoS 고급 패키징 병목을 우회한다. https://slicast.com/article/fosyut Slicast en 2026-10-04T06:16:06.000Z The US Department of Justice indicts a CEO for smuggling $300 million in AI chips to China, enforcing export-control restrictions on advanced semiconductors. https://slicast.com/zh/article/fosyut Slicast zh-cn 2026-10-04T06:16:06.000Z 美国司法部起诉一位CEO走私价值3亿美元的AI芯片到中国，执法出口管制限制。 https://slicast.com/ko/article/fosyut Slicast ko 2026-10-04T06:16:06.000Z 미국 법무부가 CEO를 기소했습니다. 중국으로 3억 달러의 AI 칩을 밀수한 혐의로, 첨단 반도체에 대한 수출 통제 제한을 집행하고 있습니다. https://slicast.com/article/16p4z6o Slicast en 2026-10-04T05:26:00.000Z Oracle signs a nuclear power partnership to supply its data-center facilities with reliable, carbon-free baseload power. https://slicast.com/zh/article/16p4z6o Slicast zh-cn 2026-10-04T05:26:00.000Z Oracle与核电厂商签署协议为其数据中心设施供应可靠的无碳基荷电力。 https://slicast.com/ko/article/16p4z6o Slicast ko 2026-10-04T05:26:00.000Z Oracle이 자신의 데이터센터에 신뢰할 수 있는 무탄소 기저 전력을 공급하기 위해 핵에너지 파트너십을 체결했다. https://slicast.com/article/1933mu Slicast en 2026-10-04T04:51:09.000Z NVIDIA unveils Rubin, an inference-optimized chip architecture designed to reduce per-token AI inference costs. https://slicast.com/zh/article/1933mu Slicast zh-cn 2026-10-04T04:51:09.000Z 英伟达推出Rubin推理优化芯片架构，旨在降低单位令牌AI推理成本。 https://slicast.com/ko/article/1933mu Slicast ko 2026-10-04T04:51:09.000Z NVIDIA가 토큰당 AI 추론 비용을 줄이기 위해 설계된 추론 최적화 칩 아키텍처인 Rubin을 공개했다. https://slicast.com/article/1q9qzmr Slicast en 2026-10-04T04:50:57.000Z NVIDIA invests $668 million in GMI Cloud while Amazon commits $8 billion to custom AI chip development, signaling diverging chip strategies among vendors and hyperscalers. https://slicast.com/zh/article/1q9qzmr Slicast zh-cn 2026-10-04T04:50:57.000Z 英伟达向GMI Cloud投资6.68亿美元，同时Amazon承诺投入80亿美元开发定制AI芯片，体现芯片策略的分化。 https://slicast.com/ko/article/1q9qzmr Slicast ko 2026-10-04T04:50:57.000Z NVIDIA가 GMI Cloud에 $668 million을, Amazon이 커스텀 AI 칩 개발에 $8 billion을 투자하면서, 벤더와 하이퍼스케일러 사이의 엇갈리는 칩 전략을 시사하고 있다. https://slicast.com/article/og26gn Slicast en 2026-10-04T04:39:15.000Z SoftBank expands AI infrastructure funding through a $4 billion capital deployment with DigitalBridge, a global digital-infrastructure owner. https://slicast.com/zh/article/og26gn Slicast zh-cn 2026-10-04T04:39:15.000Z 软银通过与全球数字基础设施所有者DigitalBridge的40亿美元资本部署扩大AI基础设施融资。 https://slicast.com/ko/article/og26gn Slicast ko 2026-10-04T04:39:15.000Z SoftBank은 글로벌 디지털 인프라 소유사 DigitalBridge와 $40억 자본 배치를 통해 AI 인프라 펀딩을 확대합니다. https://slicast.com/article/clq9wo Slicast en 2026-10-04T04:20:27.000Z Elon Musk confirms talks with TSMC for the Terafab chipmaking venture, naming Intel as the only other disclosed partner in the joint chip factory initiative. https://slicast.com/zh/article/clq9wo Slicast zh-cn 2026-10-04T04:20:27.000Z 马斯克确认与台积电进行Terafab芯片制造合作谈判，英特尔是已公开披露的唯一其他合作伙伴。 https://slicast.com/ko/article/clq9wo Slicast ko 2026-10-04T04:20:27.000Z Elon Musk가 Terafab 칩 제조 벤처를 위한 TSMC와의 협상을 확인했으며, Intel을 합작 칩 팩토리 이니셔티브의 공개된 유일한 다른 파트너로 지명했다. https://slicast.com/article/5f66eh Slicast en 2026-10-04T03:05:05.000Z Tencent leases 100,000 AI chips from Oracle for $7 billion under US export-control constraints limiting direct chip imports to China. https://slicast.com/zh/article/5f66eh Slicast zh-cn 2026-10-04T03:05:05.000Z 腾讯以70亿美元从Oracle租赁100万片AI芯片，受美国出口管制限制约束。 https://slicast.com/ko/article/5f66eh Slicast ko 2026-10-04T03:05:05.000Z Tencent이 중국으로의 직접 칩 수입을 제한하는 미국 수출 통제 제약 하에서 Oracle에서 100,000개의 AI 칩을 $7 billion에 임차했다. https://slicast.com/article/1zrxev Slicast en 2026-10-04T03:05:00.000Z Analyst forecasts indicate hyperscaler capex growth is peaking as AI infrastructure funding diverges between hyperscalers and dedicated compute platforms. https://slicast.com/zh/article/1zrxev Slicast zh-cn 2026-10-04T03:05:00.000Z 分析师预测显示超级大型云计算厂商资本支出增长预期见顶，AI基础设施融资在融资层面显现结构性分化。 https://slicast.com/ko/article/1zrxev Slicast ko 2026-10-04T03:05:00.000Z 분석가 예측에 따르면 하이퍼스케일러 자본지출 성장이 정점을 향하고 있으며, AI 인프라 펀딩이 하이퍼스케일러와 전용 컴퓨팅 플랫폼으로 분화하고 있습니다. https://slicast.com/article/13ik54x Slicast en 2026-10-04T02:53:46.000Z Bloom Energy is identified as a potential partner behind massive AI data-center projects planned for Panama, according to RBC Capital Markets analysis. https://slicast.com/zh/article/13ik54x Slicast zh-cn 2026-10-04T02:53:46.000Z 据瑞银资本分析，Bloom Energy被认为是巴拿马大规模AI数据中心项目的潜在合作伙伴。 https://slicast.com/ko/article/13ik54x Slicast ko 2026-10-04T02:53:46.000Z RBC Capital Markets 분석에 따르면 Bloom Energy는 파나마를 위해 계획된 거대한 AI 데이터센터 프로젝트의 잠재적 파트너로 파악된다. https://slicast.com/article/1ia2g4j Slicast en 2026-10-04T01:57:16.000Z Broadcom's AI chip revenue triples as Applied Digital locks in $36 billion of custom AI accelerator capacity in a multi-year supply agreement. https://slicast.com/zh/article/1ia2g4j Slicast zh-cn 2026-10-04T01:57:16.000Z Broadcom的AI芯片收入增长三倍，Applied Digital在多年期供应协议中锁定360亿美元定制AI加速器容量。 https://slicast.com/ko/article/1ia2g4j Slicast ko 2026-10-04T01:57:16.000Z Broadcom AI 칩 수익이 3배 증가하며, Applied Digital은 다년 공급 계약을 통해 $36 billion 규모의 맞춤형 AI 가속기 용량을 확보했다.