https://slicast.com/commentary/tenstorrent-2026-09-18 Slicast en 2026-09-18T22:00:21.291Z Qualcomm's Reported Tenstorrent Acquisition, September 2026: What a $10 Billion RISC-V Bid Would Signal https://slicast.com/zh/commentary/tenstorrent-2026-09-18 Slicast zh-cn 2026-09-18T22:00:21.291Z 高通据报洽购Tenstorrent，2026年9月：一笔百亿美元RISC-V押注意味着什么 https://slicast.com/commentary/sambanova-2026-09-18 Slicast en 2026-09-18T21:51:27.783Z SambaNova vs Groq vs Cerebras: Inference Architecture as Token Costs Collapsed 1,000x, September 2026 https://slicast.com/zh/commentary/sambanova-2026-09-18 Slicast zh-cn 2026-09-18T21:51:27.783Z SambaNova对比Groq与Cerebras：令牌成本下降1000倍背景下的推理架构竞争，2026年9月 https://slicast.com/commentary/huawei-2026-09-18 Slicast en 2026-09-18T21:41:27.670Z Huawei Ascend NPU Roadmap, September 2026: 960PR FP4 Performance Doubles Guidance, 960DT Pulled to Q1 2027 https://slicast.com/zh/commentary/huawei-2026-09-18 Slicast zh-cn 2026-09-18T21:41:27.670Z 华为昇腾NPU路线图（2026年9月）：960PR FP4性能翻番，960DT提前至2027年一季度 https://slicast.com/commentary/anthropic-2026-09-18 Slicast en 2026-09-18T21:28:09.936Z Why Anthropic's $32 Billion Queensland Data Centre Bet Runs on Coal as Its CEO Calls for an AI Slowdown https://slicast.com/zh/commentary/anthropic-2026-09-18 Slicast zh-cn 2026-09-18T21:28:09.936Z 为何Anthropic 320亿美元昆士兰数据中心押注依赖燃煤电力，同期CEO却呼吁AI产业放缓 https://slicast.com/commentary/nuscale-2026-09-18 Slicast en 2026-09-18T21:20:12.717Z NuScale Power (SMR), September 2026: Romania Audit and Earnings Miss Test the Nuclear Build-Out Case https://slicast.com/zh/commentary/nuscale-2026-09-18 Slicast zh-cn 2026-09-18T21:20:12.717Z NuScale Power（SMR）2026年9月：罗马尼亚审计与财报不达预期考验SMR商业化逻辑 https://slicast.com/brief/2026-09-19 Slicast en 2026-09-18T21:11:39.666Z AI Infrastructure Briefing — 2026-09-19 https://slicast.com/zh/brief/2026-09-19 Slicast zh-cn 2026-09-18T21:11:39.666Z AI 基础设施早报 · 2026-09-19 https://slicast.com/ko/brief/2026-09-19 Slicast ko 2026-09-18T21:11:39.666Z AI 인프라 브리핑 · 2026-09-19 https://slicast.com/article/k7lqpg Slicast en 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/zh/article/k7lqpg Slicast zh-cn 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/article/13dbt0e Slicast en 2026-09-18T21:08:00.000Z SK Hynix and NVIDIA lock in $500 billion HBM supply agreement, finalizing Vera Rubin memory landscape https://slicast.com/zh/article/13dbt0e Slicast zh-cn 2026-09-18T21:08:00.000Z SK Hynix 与 NVIDIA 锁定 $5000 亿 HBM 供应协议，Vera Rubin 内存格局敲定 https://slicast.com/ko/article/13dbt0e Slicast ko 2026-09-18T21:08:00.000Z SK하이닉스와 엔비디아, 5000억 달러 규모 HBM 공급 계약 체결로 베라 루빈 메모리 환경 확정 https://slicast.com/article/1x48jft Slicast en 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴 https://slicast.com/zh/article/1x48jft Slicast zh-cn 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴 https://slicast.com/article/1qgs0pc Slicast en 2026-09-18T19:45:41.000Z Leaks and rumors about Intel's upcoming Nova Lake CPUs continue to surface, piecing together a timeline for the architecture's release. https://slicast.com/zh/article/1qgs0pc Slicast zh-cn 2026-09-18T19:45:41.000Z 关于Intel下一代Nova Lake处理器的泄露和传闻持续出现，正在拼凑出该架构的发布时间表。 https://slicast.com/ko/article/1qgs0pc Slicast ko 2026-09-18T19:45:41.000Z 인텔의 차세대 노바 레이크 CPU 관련 유출 정보와 루머가 계속 이어지며 해당 아키텍처의 출시 일정이 점차 구체화되고 있다. https://slicast.com/article/10y8e7l Slicast en 2026-09-18T19:21:16.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-18T19:21:16.000Z Parallel：AI代理的Web基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-18T19:21:16.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/1ala86s Slicast en 2026-09-18T17:45:56.000Z The U.S. National Science Foundation has announced a new initiative to translate low-dimensional semiconductor technologies from laboratory research into commercial fabrication pipelines. https://slicast.com/zh/article/1ala86s Slicast zh-cn 2026-09-18T17:45:56.000Z U.S. National Science Foundation宣布了一项新倡议，旨在将低维半导体技术从实验室研究转化为商业制造流水线。 https://slicast.com/ko/article/1ala86s Slicast ko 2026-09-18T17:45:56.000Z 미국 국립과학재단(NSF)은 저차원 반도체 기술을 실험실 연구에서 상업적 제조 파이프라인으로 전환하는 새로운 이니셔티브를 발표했다. https://slicast.com/article/1umgrh8 Slicast en 2026-09-18T16:35:21.000Z Executives and U.S. government IT leaders discussed the promise and challenges of building data centers in space at the AI Infra Summit. https://slicast.com/zh/article/1umgrh8 Slicast zh-cn 2026-09-18T16:35:21.000Z 高管和U.S. government IT领导人在AI Infra Summit上讨论了在太空建设数据中心的机遇与挑战。 https://slicast.com/ko/article/1umgrh8 Slicast ko 2026-09-18T16:35:21.000Z 임원들과 미국 정부 IT 리더들이 AI 인프라 서밋에서 우주 데이터센터 구축의 가능성과 과제를 논의했다. https://slicast.com/article/1xixozv Slicast en 2026-09-18T16:18:00.000Z Virginia's Loudoun County board voted to introduce a 12-month moratorium on new data center applications in the region's hotspot. https://slicast.com/zh/article/1xixozv Slicast zh-cn 2026-09-18T16:18:00.000Z Virginia的Loudoun County委员会投票决定在该地区热点区域对新数据中心申请实施为期12个月的暂停期。 https://slicast.com/ko/article/1xixozv Slicast ko 2026-09-18T16:18:00.000Z 버지니아주 라운든 카운티 이사회는 해당 지역의 핫스팟에서 신규 데이터센터 신청에 대해 12개월간의 유예조치를 도입하기로 투표했다. https://slicast.com/article/1dcuzek Slicast en 2026-09-18T15:59:50.000Z SK Hynix is evaluating a potential U.S. fabrication plant for its subsidiary Solidigm to diversify storage and memory manufacturing geography. https://slicast.com/zh/article/1dcuzek Slicast zh-cn 2026-09-18T15:59:50.000Z SK Hynix正在评估为其子公司Solidigm在美国建立一座潜在晶圆厂，以多元化存储和内存制造的地理分布。 https://slicast.com/ko/article/1dcuzek Slicast ko 2026-09-18T15:59:50.000Z SK하이닉스는 저장 및 메모리 제조 지리적 다양화를 위해 자회사 솔리디엄의 미국 내 신규 공장 설립을 검토 중이다. https://slicast.com/article/kzp9bc Slicast en 2026-09-18T15:58:21.000Z Wenxin Xiongyong and Huahuan Electronics signed a strategic cooperation agreement to jointly explore new directions in domestic heterogeneous computing AI infrastructure. https://slicast.com/zh/article/kzp9bc Slicast zh-cn 2026-09-18T15:58:21.000Z 无问芯穹与华环电子签署战略合作协议，共同探索国产异构算力AI基础设施的新方向。 https://slicast.com/ko/article/kzp9bc Slicast ko 2026-09-18T15:58:21.000Z 원신융융과 후화안전자는 국내 이종 컴퓨팅 AI 인프라의 새로운 방향성을 공동으로 모색하기 위한 전략적 협력 협정을 체결했다. https://slicast.com/article/hr7803 Slicast en 2026-09-18T15:50:20.000Z Damao Technology's Suan-Dian Synergy 2.0 platform was selected for the Major Achievements Release at the 2026 International Digital Energy Exhibition, becoming the only AI technology product focused o https://slicast.com/zh/article/hr7803 Slicast zh-cn 2026-09-18T15:50:20.000Z 达卯科技的算电协同2.0平台入选2026国际数字能源展重大成果发布，成为唯一聚焦全链路运营的AI技术产品。 https://slicast.com/ko/article/hr7803 Slicast ko 2026-09-18T15:50:20.000Z 다마오 테크놀러지의 수안디엔 시너지 2.0 플랫폼이 2026 국제 디지털 에너지 전시회의 주요 성과 발표에 선정되며 풀체인 운영을 중심으로 한 유일한 AI 기술 제품으로 자리매김했다. https://slicast.com/article/gnma84 Slicast en 2026-09-18T15:40:08.000Z Brazil's President Lula signed the ReData data center bill into law after Senate passage, establishing regulatory frameworks for facility operations. https://slicast.com/zh/article/gnma84 Slicast zh-cn 2026-09-18T15:40:08.000Z Brazil的President Lula在参议院通过后签署了ReData数据中心法案，建立了设施运营的监管框架。 https://slicast.com/ko/article/gnma84 Slicast ko 2026-09-18T15:40:08.000Z 브라질의 루라 대통령은 상원 통과 후 ReData 데이터센터 법안에 서명하여 시설 운영을 위한 규제 체계를 마련했다. https://slicast.com/article/1nwlzot Slicast en 2026-09-18T15:34:02.000Z China's leading memory manufacturer CXMT is reportedly planning a 3D NAND research program and pilot line at its second manufacturing facility near Beijing. https://slicast.com/zh/article/1nwlzot Slicast zh-cn 2026-09-18T15:34:02.000Z 中国领先的内存制造商CXMT据报道正计划在北京附近的第二座制造厂内启动3D NAND研发项目和试产线。 https://slicast.com/ko/article/1nwlzot Slicast ko 2026-09-18T15:34:02.000Z 중국 최대 메모리 제조사 CXMT가 베이징 인근 제2 공장에 3D NAND 연구 프로그램 및 파일럿 라인을 구축할 계획인 것으로 알려졌다. https://slicast.com/article/mw27m1 Slicast en 2026-09-18T15:20:43.000Z The U.S. House passed the Ratepayer Protection Act to mandate that AI data centers fund grid upgrades, directing states to adopt federal standards within two years. https://slicast.com/zh/article/mw27m1 Slicast zh-cn 2026-09-18T15:20:43.000Z U.S. House通过了Ratepayer Protection Act，要求AI数据中心资助电网升级，并指示各州在两年内采用联邦标准。 https://slicast.com/ko/article/mw27m1 Slicast ko 2026-09-18T15:20:43.000Z 미국 하원이 요금 부담자 보호법을 통과시켜 AI 데이터센터가 전력망 업그레이드를 자금 지원하도록 의무화했으며, 주정부에 연방 기준을 2년 내 도입하도록 지시했다. https://slicast.com/article/1af4pie Slicast en 2026-09-18T15:04:43.000Z Industry analysis warns that data centres could consume 13 percent of Australia's total electricity generation, straining national grid capacity. https://slicast.com/zh/article/1af4pie Slicast zh-cn 2026-09-18T15:04:43.000Z 行业分析警告称，数据中心可能消耗Australia总发电量的13%，对国家电网容量造成压力。 https://slicast.com/ko/article/1af4pie Slicast ko 2026-09-18T15:04:43.000Z 산업 분석에 따르면 데이터센터가 호주 전체 전력 생산량의 13%를 소비할 수 있어 국가 그리드 용량에 부담을 줄 것으로 경고했다. https://slicast.com/article/d8bmf5 Slicast en 2026-09-18T15:03:00.000Z Cloud provider Eveo announced plans to build a new data center in Recife, expanding its existing footprint across Fortaleza, São Paulo, and Curitiba. https://slicast.com/zh/article/d8bmf5 Slicast zh-cn 2026-09-18T15:03:00.000Z 云服务商Eveo宣布计划在Recife建设新数据中心，将其现有业务版图扩展至Fortaleza、São Paulo和Curitiba。 https://slicast.com/ko/article/d8bmf5 Slicast ko 2026-09-18T15:03:00.000Z 클라우드 제공업체 이베오(Eveo)는 포르탈레자, 상파울루, 쿠리치바에서 기존 인프라를 확장하는 한편, 레시페에 새로운 데이터 센터를 구축할 계획이라고 발표했다. https://slicast.com/article/i53nly Slicast en 2026-09-18T15:00:00.000Z DCD Intelligence reports that data center construction and commissioning rates are exceeding available technical staffing levels, with over two-thirds citing operational shortages. https://slicast.com/zh/article/i53nly Slicast zh-cn 2026-09-18T15:00:00.000Z DCD Intelligence报告称，数据中心建设和调试速度已超过可用技术人员水平，超过三分之二的受访者表示存在运营人员短缺。 https://slicast.com/ko/article/i53nly Slicast ko 2026-09-18T15:00:00.000Z DCD Intelligence에 따르면 데이터센터 건설 및 시운전률이 가용 기술 인력 수준을 상회하고 있으며, 과반수 이상의 기업이 운영 인력 부족을 보고했다. https://slicast.com/article/r4f2lk Slicast en 2026-09-18T14:57:28.000Z Real estate investor PGIM sold a data center development site in Munich to an unnamed buyer. https://slicast.com/zh/article/r4f2lk Slicast zh-cn 2026-09-18T14:57:28.000Z 房地产投资者PGIM将Munich一处数据中心开发用地出售给了一家未具名买家。 https://slicast.com/ko/article/r4f2lk Slicast ko 2026-09-18T14:57:28.000Z 부동산 투자사 PGIM이 뮌헨의 데이터센터 개발 부지를 미공개 매수자에게 매각했다. https://slicast.com/article/1a7qqi5 Slicast en 2026-09-18T14:56:42.000Z Applied Materials committed to invest $5 billion over the next decade to expand semiconductor manufacturing capabilities in India, including a 140-acre research park. https://slicast.com/zh/article/1a7qqi5 Slicast zh-cn 2026-09-18T14:56:42.000Z Applied Materials承诺在未来十年内投资50亿美元，以扩大India的半导体制造能力，包括建立一个占地140英亩的研究园区。 https://slicast.com/ko/article/1a7qqi5 Slicast ko 2026-09-18T14:56:42.000Z 애플드 머티리얼스는 인도의 반도체 제조 역량 확대를 위해 향후 10년간 50억 달러를 투자하고, 140에커 규모의 연구 단지를 조성하겠다고 밝혔다. https://slicast.com/article/1nuk9kc Slicast en 2026-09-18T14:41:14.000Z Engineering firm L&T plans to scale up modular construction techniques to accelerate project execution and reduce on-site assembly time. https://slicast.com/zh/article/1nuk9kc Slicast zh-cn 2026-09-18T14:41:14.000Z 工程公司L&T计划扩大模块化建造技术的应用规模，以加快项目执行速度并减少现场组装时间。 https://slicast.com/ko/article/1nuk9kc Slicast ko 2026-09-18T14:41:14.000Z 엔지니어링 기업 L&T는 프로젝트 실행 가속화 및 현장 조립 시간 절감을 위해 모듈식 건설 기술을 확대할 계획이다. https://slicast.com/article/cxxfsd Slicast en 2026-09-18T14:39:22.000Z Core42 and the Technology Innovation Institute (TII) are advancing a sovereign AI infrastructure strategy to localize high-performance compute and cloud services within the UAE. https://slicast.com/zh/article/cxxfsd Slicast zh-cn 2026-09-18T14:39:22.000Z Core42与Technology Innovation Institute (TII)正在推进一项主权AI基础设施战略，以在UAE境内本地化高性能计算和云服务。 https://slicast.com/ko/article/cxxfsd Slicast ko 2026-09-18T14:39:22.000Z Core42와 기술혁신연구소(TII)는 아랍에미리트(UAE) 내 고성능 컴퓨팅 및 클라우드 서비스의 현지화를 위한 주권 AI 인프라 전략을 추진 중이다. https://slicast.com/article/nk13uq Slicast en 2026-09-18T14:38:22.000Z AI-driven demand is diverting manufacturing capacity away from NOR Flash and SLC NAND toward higher-margin products, creating a severe undersupply for legacy electronics. https://slicast.com/zh/article/nk13uq Slicast zh-cn 2026-09-18T14:38:22.000Z AI驱动的需求正将制造产能从NOR Flash和SLC NAND转向利润更高的产品，导致传统电子产品出现严重供应短缺。 https://slicast.com/ko/article/nk13uq Slicast ko 2026-09-18T14:38:22.000Z AI 기반 수요가 NOR 플래시 및 SLC NAND에서 높은 마진 제품을 중심으로 제조 역량을 전환시키며, 레거시 전자제품에 대한 심각한 공급 부족을 초래하고 있다.