https://slicast.com/commentary/ssi-2026-09-20 Slicast en 2026-09-20T21:28:20.827Z NVIDIA Invests $5B in Safe Superintelligence, July 2026 https://slicast.com/zh/commentary/ssi-2026-09-20 Slicast zh-cn 2026-09-20T21:28:20.827Z 英伟达2026年7月向Safe Superintelligence投资50亿美元 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/article/1xnf8vc Slicast en 2026-09-20T21:11:00.000Z SambaNova Hits $11 Billion Valuation as Investors Back Nvidia Chip Challengers https://slicast.com/zh/article/1xnf8vc Slicast zh-cn 2026-09-20T21:11:00.000Z SambaNova 完成 $10 亿 Series F（估值 $110 亿），距上轮 Series E 仅 5 个月 https://slicast.com/ko/article/1xnf8vc Slicast ko 2026-09-20T21:11:00.000Z SambaNova, $11 Billion 밸류에이션 달성... 투자자들이 Nvidia 칩 도전자 지원 https://slicast.com/article/ncus1t Slicast en 2026-09-20T21:09:00.000Z US Says Ban on AI Chip Shipments Applies to Chinese Firms Outside China https://slicast.com/zh/article/ncus1t Slicast zh-cn 2026-09-20T21:09:00.000Z 美国将先进 AI 芯片出口管制延伸至中国母公司海外子公司，堵住"离岸绕道"漏洞 https://slicast.com/ko/article/ncus1t Slicast ko 2026-09-20T21:09:00.000Z 미국, 중국 외 중국 기업에도 AI 칩 수출 금지 적용 https://slicast.com/article/ipecex Slicast en 2026-09-20T21:07:00.000Z $130 Billion in AI Data Centers Have Been Blocked or Delayed in 2026 https://slicast.com/zh/article/ipecex Slicast zh-cn 2026-09-20T21:07:00.000Z 2026 年全球逾 $1300 亿数据中心项目遭阻或延迟，土地与电力成真实瓶颈 https://slicast.com/ko/article/ipecex Slicast ko 2026-09-20T21:07:00.000Z 2026년 AI 데이터센터 1,300억 달러 차단 및 지연 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/48emtt Slicast en 2026-09-20T21:06:00.000Z SK Hynix Nasdaq Debut: $26.5 Billion ADR Listing Sets Record https://slicast.com/zh/article/48emtt Slicast zh-cn 2026-09-20T21:06:00.000Z SK Hynix Nasdaq ADR 上市募资 $265 亿创纪录，HBM 供应合同绑定 NVIDIA 至 2030 年 https://slicast.com/ko/article/48emtt Slicast ko 2026-09-20T21:06:00.000Z SK Hynix $26.5 Billion ADR 나스닥 상장, 기록 수립 https://slicast.com/article/c74fhq Slicast en 2026-09-20T21:05:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-20T21:05:00.000Z 四大超大规模厂商 2026 年资本开支合计约 $7250 亿，同比 +77% https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-20T21:05:00.000Z AI Capex 2026: $690B 인프라 스프린트 https://slicast.com/article/fcrovi Slicast en 2026-09-20T21:04:00.000Z Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus https://slicast.com/zh/article/fcrovi Slicast zh-cn 2026-09-20T21:04:00.000Z Hut 8 德克萨斯 Beacon Point 二期签约，园区总合同价值升至 $196 亿（含续期选项 $502 亿） https://slicast.com/ko/article/fcrovi Slicast ko 2026-09-20T21:04:00.000Z Hut 8, 1 GW Beacon Point AI 데이터센터 캠퍼스 완전 상용화 https://slicast.com/article/me67cr Slicast en 2026-09-20T21:03:00.000Z Nvidia Backing $105 Billion in Financing for OpenAI Data Center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-20T21:03:00.000Z OpenAI 签约 10 GW 俄亥俄园区，NVIDIA 承诺担保 $1050 亿条件性付款义务 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-20T21:03:00.000Z Nvidia, OpenAI 오하이오 데이터센터에 $105 십억 달러 자금조달 지원 https://slicast.com/article/1fbuttg Slicast en 2026-09-20T21:02:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-09-20T21:02:00.000Z IREN 涨 6%、CoreWeave 跌 2%——同一提价信号，两种迥异的市场解读 https://slicast.com/ko/article/1fbuttg Slicast ko 2026-09-20T21:02:00.000Z IREN 6% 상승, Nebius 10% 급등; GPU 임차료 상승 속에 CoreWeave는 약세 https://slicast.com/article/q3f22w Slicast en 2026-09-20T21:01:00.000Z Nebius to Increase GPU Rental Prices by Up to 21% Starting October 1 https://slicast.com/zh/article/q3f22w Slicast zh-cn 2026-09-20T21:01:00.000Z Nebius 宣布 10 月 1 日起 GPU 租价最高提涨 21%，市场随即确认供需严重失衡 https://slicast.com/ko/article/q3f22w Slicast ko 2026-09-20T21:01:00.000Z Nebius, 10월 1일부터 GPU 렌탈 가격 최대 21% 인상 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/ko/article/1y9bbpo Slicast ko 2026-09-20T20:01:12.000Z NVIDIA가 500m 거리에서 400Gbps 상호연결을 지원하는 MMS1X00-N5400 QSFP112 광 모듈을 출시했습니다. 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/ko/article/1i3n835 Slicast ko 2026-09-20T16:48:06.000Z 중국의 CXMT(ChangXin Memory)가 ASML의 금지 리소그래피 장비 없이 G5 DRAM 대량생산을 시작했다. 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/ko/article/74j6mu Slicast ko 2026-09-20T14:48:57.000Z Anthropic, OpenAI, SpaceX AI, Google이 안전상 이유로 AI 개발을 지연시키기 위해 조율했다고 주장하는 반독점 소송에 직면했다. 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/ko/article/10bhhzj Slicast ko 2026-09-20T12:22:41.000Z China Telecom이 단일 RTX 3090 GPU에 배포 가능한 자체 AI 모델 제품군을 출시하여 현지 기업의 AI 추론을 지원한다. 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/ko/article/1lpse6e Slicast ko 2026-09-20T11:20:00.000Z 스웨덴 스타트업 Helsing이 NVIDIA Jetson Orin Nano로 구동되는 자율 공격 드론을 공개했으며, 인간의 개입이나 외부 통신 없이 독립적으로 표적을 식별하고 공격할 수 있다. 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/ko/article/104qkyf Slicast ko 2026-09-20T10:53:28.000Z 생성형 AI 워크로드는 데이터센터 이더넷 스위칭 아키텍처를 근본적으로 재형성하고 있으며, 높은 래디스와 all-to-all 패브릭 설계에 대한 수요를 촉발하고 있습니다. 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/ko/article/1mkomw6 Slicast ko 2026-09-20T08:52:06.000Z U.S. 대통령 Trump가 Space Force를 모델로 한 'AI Force'를 발표하고 'AI czar' 임명을 계획하는 한편, AI가 U.S. GDP의 25%에 도달할 수 있다고 주장했다. 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/ko/article/2czvi2 Slicast ko 2026-09-20T08:35:25.000Z Anthropic이 $2조로 예상되는 기업가치를 앞두고 더 강한 Q3 실적을 보여주기 위해 IPO를 2026년 10월에서 11월로 연기한다. https://slicast.com/article/q10vft Slicast en 2026-09-20T04:25:00.000Z Huawei Grid-Interactive AIDC Solution: Shaping the New Paradigm of AI Infrastructure https://slicast.com/zh/article/q10vft Slicast zh-cn 2026-09-20T04:25:00.000Z 华为网格交互AIDC解决方案：构建AI基础设施新范式 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/ko/article/lksdtz Slicast ko 2026-09-20T03:10:03.000Z Alibaba Cloud는 중국 AI 인프라 전력 제약을 논의하며 총 공급, 전력망 유연성, 비용, 전력-컴퓨팅 조율을 분석하고, 단위당 에너지 비용의 장기적 상승을 경고했다. 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/ko/article/1tsvj3n Slicast ko 2026-09-19T19:14:26.000Z SpaceX가 연간 500억 달러 규모의 AI 컴퓨팅 임차 거래를 확보한 것으로 보도됨; 분석에 따르면 SpaceX의 컴퓨팅 가용성이 전통적인 데이터센터 구축 일정 대비 유리함.