https://slicast.com/commentary/ge-vernova-2026-09-29 Slicast en 2026-09-29T21:42:36.598Z GE Vernova BWRX-300, September 2026: First US Construction Permit Opens the Nuclear Path to AI Data Centers https://slicast.com/zh/commentary/ge-vernova-2026-09-29 Slicast zh-cn 2026-09-29T21:42:36.598Z GE Vernova BWRX-300首获美国建设许可证，2026年9月：核电通往数据中心的路径加速明朗 https://slicast.com/commentary/anthropic-2026-09-29 Slicast en 2026-09-29T21:33:45.042Z Anthropic IPO Filing, September 2026: $518 Billion in AI Infrastructure Commitments, Largely Non-Cancelable https://slicast.com/zh/commentary/anthropic-2026-09-29 Slicast zh-cn 2026-09-29T21:33:45.042Z Anthropic IPO申报文件，2026年9月：5180亿美元AI基础设施承诺，大部分不可取消 https://slicast.com/commentary/megaport-2026-09-29 Slicast en 2026-09-29T21:24:39.381Z Megaport stock surge, September 2026 https://slicast.com/zh/commentary/megaport-2026-09-29 Slicast zh-cn 2026-09-29T21:24:39.381Z Megaport股价异动，2026年9月 https://slicast.com/brief/2026-09-30 Slicast en 2026-09-29T21:19:30.625Z AI Infrastructure Briefing — 2026-09-30 https://slicast.com/zh/brief/2026-09-30 Slicast zh-cn 2026-09-29T21:19:30.625Z AI 基础设施早报 · 2026-09-30 https://slicast.com/ko/brief/2026-09-30 Slicast ko 2026-09-29T21:19:30.625Z AI 인프라 브리핑 · 2026-09-30 https://slicast.com/article/2jeexh Slicast en 2026-09-29T20:55:00.000Z GE Vernova has emerged as the leader in the U.S. small modular reactor race for data center power supply. https://slicast.com/zh/article/2jeexh Slicast zh-cn 2026-09-29T20:55:00.000Z GE Vernova已成为美国数据中心核电竞争中的小型模块化反应堆领先者。 https://slicast.com/article/1skln6w Slicast en 2026-09-29T20:32:20.000Z AMD is acquiring World Labs (founded by AI pioneer Fei-Fei Li) for $8.2 billion, adding proprietary AI software capabilities to its semiconductor portfolio. https://slicast.com/zh/article/1skln6w Slicast zh-cn 2026-09-29T20:32:20.000Z AMD以82亿美元收购由AI先驱Fei-Fei Li创立的World Labs，为其半导体组合增加专有AI软件能力。 https://slicast.com/article/4p9rs5 Slicast en 2026-09-29T20:04:23.000Z Baseten announced a partnership with OpenAI to offer open-model inference through the OpenAI B2B Marketplace. https://slicast.com/zh/article/4p9rs5 Slicast zh-cn 2026-09-29T20:04:23.000Z Baseten宣布与OpenAI合作，通过OpenAI B2B Marketplace提供开源模型推理服务。 https://slicast.com/article/10y8e7l Slicast en 2026-09-29T19:42:19.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-29T19:42:19.000Z Parallel - AI代理网络基础设施 https://slicast.com/article/17hin5l Slicast en 2026-09-29T19:40:49.000Z Cerebras announced a 100MW AI infrastructure deployment deal with Gimlet Labs, positioning itself as a key inference accelerator provider. https://slicast.com/zh/article/17hin5l Slicast zh-cn 2026-09-29T19:40:49.000Z Cerebras宣布与Gimlet Labs达成100MW AI基础设施部署协议，确立其作为关键推理加速器供应商的地位。 https://slicast.com/article/1klxjy5 Slicast en 2026-09-29T19:31:06.000Z Argentina's data center expansion ambitions are encountering power grid capacity constraints, limiting deployment options in the region. https://slicast.com/zh/article/1klxjy5 Slicast zh-cn 2026-09-29T19:31:06.000Z 阿根廷的数据中心扩张计划遭遇电力网络产能限制，限制了该地区的部署选项。 https://slicast.com/article/1wmt1y0 Slicast en 2026-09-29T19:30:08.000Z A billionaire investor has taken a significant stake in Applied Digital (APLD), one of the leading independent GPU infrastructure providers. https://slicast.com/zh/article/1wmt1y0 Slicast zh-cn 2026-09-29T19:30:08.000Z 一位亿万富翁投资者对Applied Digital (APLD)进行了重大投资，该公司是领先的独立GPU基础设施供应商。 https://slicast.com/article/1lujr6r Slicast en 2026-09-29T19:28:13.000Z SEMIFIVE signed a $52 million AI chip development deal with a U.S. company, expanding custom ASIC solutions for specialized AI workloads. https://slicast.com/zh/article/1lujr6r Slicast zh-cn 2026-09-29T19:28:13.000Z SEMIFIVE与美国公司签署5200万美元AI芯片开发协议，扩展专业AI工作负载的定制ASIC解决方案。 https://slicast.com/article/kx8et Slicast en 2026-09-29T19:16:39.000Z SK Hynix stock rose as Bernstein issued a research update and revised its analyst target on the HBM memory supplier. https://slicast.com/zh/article/kx8et Slicast zh-cn 2026-09-29T19:16:39.000Z SK Hynix股价上升，同时Bernstein发布研究更新并修订其对HBM内存供应商的分析师目标价。 https://slicast.com/article/y0ic93 Slicast en 2026-09-29T19:02:00.000Z Regulators issued the first U.S. construction permit for a GE Vernova/Hitachi small modular reactor, accelerating the path to nuclear power for data centers. https://slicast.com/zh/article/y0ic93 Slicast zh-cn 2026-09-29T19:02:00.000Z 监管部门为GE Vernova/Hitachi小型模块化反应堆颁发首份美国建设许可证，加速了数据中心核电的路径。 https://slicast.com/article/1lsoetw Slicast en 2026-09-29T18:59:21.000Z AMD announced Gorgon Halo GPU pricing at $6,799 for the 192GB variant, highlighting the cost premium of high-memory accelerators for enterprise inference. https://slicast.com/zh/article/1lsoetw Slicast zh-cn 2026-09-29T18:59:21.000Z AMD公布Gorgon Halo GPU的192GB版本定价为6,799美元，突出了企业推理高内存加速器的成本溢价。 https://slicast.com/article/v6pkm4 Slicast en 2026-09-29T18:51:48.000Z General Compute selected Cerebras for a multi-year AI inference deployment, expanding the inference-accelerator provider's enterprise customer base. https://slicast.com/zh/article/v6pkm4 Slicast zh-cn 2026-09-29T18:51:48.000Z General Compute选择Cerebras进行多年AI推理部署，扩展了这家推理加速器供应商的企业客户基础。 https://slicast.com/article/19x1l95 Slicast en 2026-09-29T18:46:41.000Z Broadcom reported a $16.7 billion AI engine revenue segment as a major growth driver, though the company faces margin pressure amid competitive intensity in AI interconnect. https://slicast.com/zh/article/19x1l95 Slicast zh-cn 2026-09-29T18:46:41.000Z Broadcom报告167亿美元AI引擎收入部分作为主要增长动力，但公司面临AI互连竞争加剧带来的边际压力。 https://slicast.com/article/1rdpvph Slicast en 2026-09-29T18:36:24.000Z Samsung committed an additional $1 billion to Helix Digital Infrastructure, as part of a broader $10+ billion capital strategy supporting global AI data center buildout. https://slicast.com/zh/article/1rdpvph Slicast zh-cn 2026-09-29T18:36:24.000Z 三星向Helix Digital Infrastructure额外承诺10亿美元，作为支持全球AI数据中心建设的超过100亿美元资本战略的一部分。 https://slicast.com/article/199pwv4 Slicast en 2026-09-29T18:28:53.000Z Trane Technologies released LiquidStack CDU 2.X, a next-generation liquid cooling platform designed for high-density AI and HPC data center thermal management. https://slicast.com/zh/article/199pwv4 Slicast zh-cn 2026-09-29T18:28:53.000Z Trane Technologies推出LiquidStack CDU 2.X，一种为高密度AI和HPC数据中心热管理设计的下一代液冷平台。 https://slicast.com/article/wrixq4 Slicast en 2026-09-29T18:25:00.000Z Nvidia and AMD appealed to the White House to defuse proposed China chip export restrictions in a pending defense bill, citing competitive and supply-chain concerns. https://slicast.com/zh/article/wrixq4 Slicast zh-cn 2026-09-29T18:25:00.000Z 英伟达和AMD要求白宫放松待批准防务法案中提议的中国芯片出口限制，理由是竞争和供应链顾虑。 https://slicast.com/article/1htd2c9 Slicast en 2026-09-29T18:21:10.000Z TSMC is advancing its 2nm node development with AI chip manufacturing as a key focus, leveraging advanced packaging and process technology as competitive advantages. https://slicast.com/zh/article/1htd2c9 Slicast zh-cn 2026-09-29T18:21:10.000Z 台积电正在推进其2nm工艺节点开发，AI芯片制造是关键焦点，将先进封装和工艺技术作为竞争优势。 https://slicast.com/article/19d9yrj Slicast en 2026-09-29T18:10:34.000Z OpenAI announced that ChatGPT reaches 1.2 billion weekly users, with annualized revenue nearing $70 billion and growing approximately 70% since Q3 start. https://slicast.com/zh/article/19d9yrj Slicast zh-cn 2026-09-29T18:10:34.000Z OpenAI宣布ChatGPT达到12亿周活跃用户，年化收入接近700亿美元，自Q3开始以来增长约70%。 https://slicast.com/article/5tc2b6 Slicast en 2026-09-29T18:05:15.000Z OpenAI is seeking $30B in new funding at a $1.4T valuation, with its planned IPO delayed to 2027. https://slicast.com/zh/article/5tc2b6 Slicast zh-cn 2026-09-29T18:05:15.000Z OpenAI以1.4万亿美元估值寻求30亿美元融资，计划IPO延至2027年。 https://slicast.com/article/106gwom Slicast en 2026-09-29T17:55:14.000Z New York State is experiencing a major datacentre expansion with nearly 10 GW of AI infrastructure buildout planned across the state. https://slicast.com/zh/article/106gwom Slicast zh-cn 2026-09-29T17:55:14.000Z 纽约州正在经历接近10 GW的数据中心扩建，由AI基础设施需求驱动。 https://slicast.com/article/tywuea Slicast en 2026-09-29T17:33:38.000Z NVIDIA and AMD are reportedly lobbying the Trump administration to relax China restrictions in the defense bill. https://slicast.com/zh/article/tywuea Slicast zh-cn 2026-09-29T17:33:38.000Z 英伟达和AMD据报正在游说特朗普政府放松国防法案中的对华限制。 https://slicast.com/article/1is4ju6 Slicast en 2026-09-29T17:30:00.000Z NetApp has unveiled a new high-performance file system designed for data centre infrastructure. https://slicast.com/zh/article/1is4ju6 Slicast zh-cn 2026-09-29T17:30:00.000Z NetApp推出新的高性能文件系统用于数据中心基础设施。 https://slicast.com/article/nyyidl Slicast en 2026-09-29T17:19:01.000Z Anthropic's confidential prospectus discloses potential commitments of up to $84.5B for computing capacity through 2029, more than double an earlier $45B figure. https://slicast.com/zh/article/nyyidl Slicast zh-cn 2026-09-29T17:19:01.000Z Anthropic的机密招股说明书披露了截至2029年潜在84.5亿美元的计算能力承诺，较之前的45亿美元翻倍多。 https://slicast.com/article/1xtuy34 Slicast en 2026-09-29T17:16:23.000Z Texas data centre developers are prioritising power infrastructure availability as the primary site selection criterion for AI deployments, shifting away from traditional facility-first approaches. https://slicast.com/zh/article/1xtuy34 Slicast zh-cn 2026-09-29T17:16:23.000Z 德州数据中心开发商正将电力基础设施可用性作为AI部署选址的主要因素，转变了传统的设施优先方法。 https://slicast.com/article/1ioa3st Slicast en 2026-09-29T17:13:51.000Z AMD has acquired Fei-Fei Li's AI startup World Labs for $8.2B, with Li joining as Executive Vice President and Chief AI Officer. https://slicast.com/zh/article/1ioa3st Slicast zh-cn 2026-09-29T17:13:51.000Z AMD以8.2亿美元收购李飞飞创办的AI创业公司World Labs，李飞飞加入AMD担任执行副总裁兼首席AI官。 https://slicast.com/article/1jycgno Slicast en 2026-09-29T17:07:00.000Z Bernstein Research projects that Samsung will gain HBM (high-bandwidth memory) market share, maintaining a 440,000 won stock price target. https://slicast.com/zh/article/1jycgno Slicast zh-cn 2026-09-29T17:07:00.000Z Bernstein Research预计三星将获得高带宽内存(HBM)市场份额增长，维持44万韩元股价目标。 https://slicast.com/article/o0zikp Slicast en 2026-09-29T17:01:48.000Z OpenAI's annualized revenue run rate has reached approximately $70B, with enterprise sales doubling. https://slicast.com/zh/article/o0zikp Slicast zh-cn 2026-09-29T17:01:48.000Z OpenAI的年化收入运行率已达约70亿美元，企业销售实现翻倍增长。 https://slicast.com/article/1v2ifqh Slicast en 2026-09-29T16:53:35.000Z General Compute has purchased a large fleet of Cerebras AI accelerators to enhance inference capacity. https://slicast.com/zh/article/1v2ifqh Slicast zh-cn 2026-09-29T16:53:35.000Z General Compute购买了大量Cerebras AI加速器以增强推理能力。 https://slicast.com/article/u981xy Slicast en 2026-09-29T16:48:56.000Z Anthropic's confidential prospectus reveals its $518B AI infrastructure buildout is heavily structured with non-cancellable deals, locking in multi-year capital commitments. https://slicast.com/zh/article/u981xy Slicast zh-cn 2026-09-29T16:48:56.000Z Anthropic的机密招股说明书透露其5180亿美元AI基础设施建设主要以不可取消的合同结构，锁定多年资本承诺。 https://slicast.com/article/e8l6os Slicast en 2026-09-29T16:45:14.000Z Seligman Ventures has doubled its deployable capital to $1B focused on backing AI infrastructure startups. https://slicast.com/zh/article/e8l6os Slicast zh-cn 2026-09-29T16:45:14.000Z Seligman Ventures将可部署资本翻倍至10亿美元，专注于支持AI基础设施创业公司。 https://slicast.com/article/clx76h Slicast en 2026-09-29T16:32:43.000Z Montage Technology has announced mass production of DDR5-9200 clock driver (CKD), enabling maximum-speed DDR5 memory for high-performance systems. https://slicast.com/zh/article/clx76h Slicast zh-cn 2026-09-29T16:32:43.000Z Montage Technology宣布DDR5-9200时钟驱动器(CKD)量产，支持最高速DDR5内存。 https://slicast.com/article/17p8w4f Slicast en 2026-09-29T16:30:46.000Z Infineon and Eaton have partnered to deploy silicon-carbide solid-state transformers supporting 800VDC power architectures in data centre infrastructure. https://slicast.com/zh/article/17p8w4f Slicast zh-cn 2026-09-29T16:30:46.000Z Infineon和Eaton合作在数据中心基础设施中部署支持800VDC电源架构的碳化硅固态变压器。 https://slicast.com/article/ap4620 Slicast en 2026-09-29T16:18:57.000Z Oracle's Fusion Claw inference platform reduces AI compute costs and shapes enterprise AI deployment policies. https://slicast.com/zh/article/ap4620 Slicast zh-cn 2026-09-29T16:18:57.000Z Oracle Fusion Claw 推理平台降低 AI 计算成本，塑造企业 AI 采购策略。 https://slicast.com/article/waekph Slicast en 2026-09-29T16:10:28.000Z The EU Chips Joint Undertaking opens two funding calls totaling €80 million for AI hardware development projects. https://slicast.com/zh/article/waekph Slicast zh-cn 2026-09-29T16:10:28.000Z 欧盟芯片联合承诺发起两轮融资招标，总预算 8000 万欧元，用于 AI 硬件开发项目。 https://slicast.com/article/1gvjax0 Slicast en 2026-09-29T16:09:29.000Z ChangXin Memory (CXMT) fifth-generation DRAM platform enters mass production, expanding memory supply for AI systems. https://slicast.com/zh/article/1gvjax0 Slicast zh-cn 2026-09-29T16:09:29.000Z 长鑫存储 (CXMT) 第五代 DRAM 产品进入量产阶段，扩大 AI 系统的存储供应。 https://slicast.com/article/1s8hsfe Slicast en 2026-09-29T16:05:33.000Z Alibaba Cloud launches new regions in Turkey, Finland, and the Netherlands; expands existing footprint in Malaysia, Germany, and UAE. https://slicast.com/zh/article/1s8hsfe Slicast zh-cn 2026-09-29T16:05:33.000Z 阿里巴巴云宣布在土耳其、芬兰和荷兰新建云地域，在马来西亚、德国和阿联酋扩展现有覆盖。 https://slicast.com/article/vz6jy3 Slicast en 2026-09-29T16:04:22.000Z OpenAI's annualized recurring revenue reaches approximately $70 billion, reflecting massive AI service adoption and capex requirements. https://slicast.com/zh/article/vz6jy3 Slicast zh-cn 2026-09-29T16:04:22.000Z OpenAI 年度经常性收入达到约 700 亿美元，反映 AI 服务采用率和基础设施投资需求巨大。 https://slicast.com/article/1fz6ezt Slicast en 2026-09-29T16:03:36.000Z Global Switch's Paris data center hosts a large Nvidia Blackwell GPU deployment; end customer unnamed. https://slicast.com/zh/article/1fz6ezt Slicast zh-cn 2026-09-29T16:03:36.000Z Global Switch 巴黎数据中心部署大规模 Nvidia Blackwell GPU；最终用户未披露。 https://slicast.com/article/1nwuwly Slicast en 2026-09-29T16:03:00.000Z ChangXin Memory invests 18 billion yuan (~$2.5 billion) in DRAM research and development. https://slicast.com/zh/article/1nwuwly Slicast zh-cn 2026-09-29T16:03:00.000Z 长鑫存储投入 180 亿元人民币用于 DRAM 研发。 https://slicast.com/article/1n86ud1 Slicast en 2026-09-29T16:00:00.000Z AI data center buildout accelerates, but faces labor shortages, equipment constraints, and local permitting opposition despite big tech backing. https://slicast.com/zh/article/1n86ud1 Slicast zh-cn 2026-09-29T16:00:00.000Z AI 数据中心建设加速，但面临劳动力短缺、设备约束和当地审批阻力，尽管获得大科技公司支持。 https://slicast.com/article/1ibg6r2 Slicast en 2026-09-29T15:50:51.000Z Netlist petitions US for import ban on Micron memory chips used in Google and Nvidia AI systems, citing patent infringement. https://slicast.com/zh/article/1ibg6r2 Slicast zh-cn 2026-09-29T15:50:51.000Z Netlist 向美国政府请求禁止进口美光存储芯片，这些芯片被 Google 和 Nvidia 用于 AI 系统，理由是专利侵权。 https://slicast.com/article/j6dieu Slicast en 2026-09-29T15:40:36.000Z Google secures planning approval to expand its data center facility in Dublin, Ireland. https://slicast.com/zh/article/j6dieu Slicast zh-cn 2026-09-29T15:40:36.000Z Google 获得爱尔兰都柏林数据中心扩建规划许可。 https://slicast.com/article/1sfsu8i Slicast en 2026-09-29T15:32:11.000Z Meta contracts for AI compute capacity at Firmus Southeast Asia data centers, building on existing Australia agreements. https://slicast.com/zh/article/1sfsu8i Slicast zh-cn 2026-09-29T15:32:11.000Z Meta 与 Firmus 东南亚数据中心签订 AI 计算产能合约，基于现有澳大利亚协议扩展。 https://slicast.com/article/mz4j1m Slicast en 2026-09-29T15:24:18.000Z Sichuan Runrun scales back private financing and capex, redirecting focus to liquid-cooling infrastructure for data centers. https://slicast.com/zh/article/mz4j1m Slicast zh-cn 2026-09-29T15:24:18.000Z 四川润润股份缩减定向增发融资规模，重新聚焦液冷基础设施建设，应对成本压力。 https://slicast.com/article/ildap2 Slicast en 2026-09-29T15:20:17.000Z Mubadala (UAE sovereign wealth fund) partners with Together AI for AI infrastructure investment opportunities in the UAE. https://slicast.com/zh/article/ildap2 Slicast zh-cn 2026-09-29T15:20:17.000Z 穆巴达拉投资公司（阿联酋主权财富基金）与 Together AI 合作，在阿联酋推进 AI 基础设施投资机会。 https://slicast.com/article/vsgj13 Slicast en 2026-09-29T15:19:00.000Z Data center buildout surge projects $10 trillion capex and threatens grid capacity, raising power supply bottlenecks as binding constraint on AI infrastructure expansion. https://slicast.com/zh/article/vsgj13 Slicast zh-cn 2026-09-29T15:19:00.000Z 数据中心建设浪潮预计投入 10 万亿美元资本支出，并可能突破电网容量，成为 AI 基础设施扩张的约束因素。 https://slicast.com/article/11sz5e5 Slicast en 2026-09-29T15:16:18.000Z Global foundry sector revenue grows 25% year-over-year to $96.6 billion in Q2 2026, driven by advanced packaging and AI chip demand. https://slicast.com/zh/article/11sz5e5 Slicast zh-cn 2026-09-29T15:16:18.000Z 全球晶圆代工行业季度收入同比增长 25%，达到 966 亿美元（2026 年第二季度），由 AI 芯片先进封装需求驱动。 https://slicast.com/article/1trdhs Slicast en 2026-09-29T15:15:22.000Z Analyst Bernstein predicts Samsung gaining high-bandwidth memory (HBM) market share from SK Hynix, downgrading SK Hynix equity targets. https://slicast.com/zh/article/1trdhs Slicast zh-cn 2026-09-29T15:15:22.000Z 伯恩斯坦分析师预测 Samsung 高带宽存储市场份额增长，下调 SK 海力士目标价。 https://slicast.com/article/1lvt8r4 Slicast en 2026-09-29T15:15:00.000Z Schneider Electric launches software-defined management for data center switchgear, enabling faster deployment and over-the-air upgrades. https://slicast.com/zh/article/1lvt8r4 Slicast zh-cn 2026-09-29T15:15:00.000Z Schneider 电气推出数据中心配电柜的软件定义管理，支持快速部署和无宕机空中升级。 https://slicast.com/article/rjy4ti Slicast en 2026-09-29T15:13:18.000Z Anthropic's IPO filing discloses $518 billion in committed infrastructure investments from stakeholders and partners. https://slicast.com/zh/article/rjy4ti Slicast zh-cn 2026-09-29T15:13:18.000Z Anthropic 首次公开募股文件披露 5180 亿美元基础设施投资承诺（来自利益相关方和合作伙伴）。 https://slicast.com/article/1h7bjqd Slicast en 2026-09-29T15:04:09.000Z Fortress Group launches liquid-cooled in-line amplifier (ILA) modules for fiber optic operators, enabling higher-density long-haul links. https://slicast.com/zh/article/1h7bjqd Slicast zh-cn 2026-09-29T15:04:09.000Z Fortress 集团推出液冷光纤中继放大器（ILA）模块，支持运营商高密度长途链路。 https://slicast.com/article/1rlx7d2 Slicast en 2026-09-29T15:01:23.000Z Amazon acquires approximately $50 million (NT$1.59 billion) equity stake in a Taiwanese AI server manufacturer, securing supply chain leverage. https://slicast.com/zh/article/1rlx7d2 Slicast zh-cn 2026-09-29T15:01:23.000Z Amazon 收购台湾 AI 服务器制造商约 5000 万美元（新台币 15.9 亿元）股权，强化供应链控制。 https://slicast.com/article/1t499zf Slicast en 2026-09-29T15:00:00.000Z Utility investment in virtual power plants and distributed energy resources enables grid-scale power resilience for data center clusters. https://slicast.com/zh/article/1t499zf Slicast zh-cn 2026-09-29T15:00:00.000Z 公用事业投资虚拟电厂和分布式能源资源，为数据中心集群提供电网级电力韧性。 https://slicast.com/article/wo2urq Slicast en 2026-09-29T14:46:46.000Z General Compute deploys Cerebras AI accelerators for ultra-fast inference in agentic coding tasks. https://slicast.com/zh/article/wo2urq Slicast zh-cn 2026-09-29T14:46:46.000Z General Compute 部署 Cerebras AI 加速器芯片，提供超快推理性能用于智能编码任务。 https://slicast.com/article/17ahhqj Slicast en 2026-09-29T14:33:57.000Z Google secures 396 MW of geothermal power capacity with $10.2 billion to support AI datacenter expansion. https://slicast.com/zh/article/17ahhqj Slicast zh-cn 2026-09-29T14:33:57.000Z 谷歌投入102亿美元获得396 MW地热电力容量支持AI数据中心扩展。 https://slicast.com/article/1cqee8o Slicast en 2026-09-29T14:30:08.000Z Liquid-cooled datacenter provider Colovore files to develop a second facility in Fort Worth, Texas. https://slicast.com/zh/article/1cqee8o Slicast zh-cn 2026-09-29T14:30:08.000Z 液冷数据中心提供商Colovore在得州沃斯堡开发第二家设施。 https://slicast.com/article/kqtik Slicast en 2026-09-29T14:24:25.000Z AMD acquires artificial intelligence model company World Labs for $8.2 billion. https://slicast.com/zh/article/kqtik Slicast zh-cn 2026-09-29T14:24:25.000Z AMD以82亿美元收购人工智能模型公司World Labs。 https://slicast.com/article/1gvsvrs Slicast en 2026-09-29T14:22:06.000Z Anthropic completes IPO, validating AI model company valuations and lifting AI sector equities. https://slicast.com/zh/article/1gvsvrs Slicast zh-cn 2026-09-29T14:22:06.000Z Anthropic完成IPO，验证AI模型公司估值并提升AI板块股票。 https://slicast.com/article/1cwj1i5 Slicast en 2026-09-29T14:12:25.000Z Analysts raise price targets on Riot Platforms as bitcoin miners accelerate pivot to GPU-intensive AI infrastructure services. https://slicast.com/zh/article/1cwj1i5 Slicast zh-cn 2026-09-29T14:12:25.000Z 分析师提高Riot Platforms价格目标，比特币矿商加快转向GPU密集型AI基础设施服务。 https://slicast.com/article/15l2den Slicast en 2026-09-29T14:05:00.000Z Data Center World Power 2026 Helps Outline “All of the Above” Strategy to Combat Industries Growing Energy Challenges https://slicast.com/zh/article/15l2den Slicast zh-cn 2026-09-29T14:05:00.000Z 2026数据中心世界电力助力"综合"战略应对行业能源挑战 https://slicast.com/article/1gtipsh Slicast en 2026-09-29T13:57:53.000Z Memory company Netlist files new ITC patent action against Micron over HBM (High Bandwidth Memory) technology used in AI accelerators. https://slicast.com/zh/article/1gtipsh Slicast zh-cn 2026-09-29T13:57:53.000Z 存储公司Netlist对Micron提起新ITC专利诉讼，涉及AI加速器用HBM (高带宽存储器)技术。 https://slicast.com/article/8naqbz Slicast en 2026-09-29T13:46:15.000Z Broadcom-Toppan joint venture opens its first substrate manufacturing plant in Singapore, targeting advanced AI chip packaging demand. https://slicast.com/zh/article/8naqbz Slicast zh-cn 2026-09-29T13:46:15.000Z Broadcom和Toppan合资公司在新加坡开设首家基板制造工厂，瞄准先进AI芯片封装需求。 https://slicast.com/article/13xkrhi Slicast en 2026-09-29T13:40:00.000Z Electronics manufacturer Jabil reports earnings amid market scrutiny over whether AI infrastructure capex growth can sustain supplier margin expansion. https://slicast.com/zh/article/13xkrhi Slicast zh-cn 2026-09-29T13:40:00.000Z 电子制造商Jabil报告财报，市场关注AI基础设施资本支出增长是否能维持供应商利润扩张。 https://slicast.com/article/16684f1 Slicast en 2026-09-29T13:35:01.000Z CEOs of Nvidia and AMD join Tsinghua University advisory board in China as US-China chip export control tensions escalate. https://slicast.com/zh/article/16684f1 Slicast zh-cn 2026-09-29T13:35:01.000Z 英伟达和AMD首席执行官加入中国清华大学顾问委员会，此时美中芯片出口管制升级。 https://slicast.com/article/1s03qrd Slicast en 2026-09-29T13:31:41.000Z Samsung's advanced chip manufacturing process is allegedly being sought by ChangXin Memory (CXMT), China's state-backed memory chipmaker. https://slicast.com/zh/article/1s03qrd Slicast zh-cn 2026-09-29T13:31:41.000Z 三星先进芯片制造工艺据称被中国国有存储芯片制造商ChangXin Memory所寻求。 https://slicast.com/article/6xcvwl Slicast en 2026-09-29T13:18:44.000Z Nvidia and AMD lobby the Trump administration to block or halt potential new export restrictions on advanced AI chips bound for China. https://slicast.com/zh/article/6xcvwl Slicast zh-cn 2026-09-29T13:18:44.000Z 英伟达和AMD游说特朗普政府阻止或暂停对华出口先进AI芯片的潜在新限制。 https://slicast.com/article/17roypq Slicast en 2026-09-29T13:16:19.000Z Fuel cell power company FuelCell Energy gains analyst coverage emphasizing robust datacenter demand for backup and supplemental power generation. https://slicast.com/zh/article/17roypq Slicast zh-cn 2026-09-29T13:16:19.000Z 燃料电池电力公司FuelCell Energy获得分析师关注，强调数据中心对备用和补充电力的需求。 https://slicast.com/article/pimnbx Slicast en 2026-09-29T13:07:42.000Z Industrial power management company Delta Electronics announces new AI datacenter power systems for high-density facility operations. https://slicast.com/zh/article/pimnbx Slicast zh-cn 2026-09-29T13:07:42.000Z 工业电源管理公司Delta Electronics推出新的AI数据中心电源系统用于高密度设施运营。 https://slicast.com/article/dgwyrl Slicast en 2026-09-29T12:58:24.000Z Goodman Group abandons a $1.2 billion Sydney datacenter project despite prior approval, citing local community opposition. https://slicast.com/zh/article/dgwyrl Slicast zh-cn 2026-09-29T12:58:24.000Z Goodman集团放弃一项价值12亿美元的悉尼数据中心项目，尽管此前获得批准，理由是遭当地社区反对。 https://slicast.com/article/14tsyb3 Slicast en 2026-09-29T12:55:13.000Z Innodisk launches DDR5 8000 RDIMM memory modules targeting edge AI and high-performance computing applications. https://slicast.com/zh/article/14tsyb3 Slicast zh-cn 2026-09-29T12:55:13.000Z 创见推出面向边缘AI和高性能计算的DDR5 8000 RDIMM内存模块。 https://slicast.com/article/yrh9u2 Slicast en 2026-09-29T12:53:13.000Z Anthropic's IPO filing warns investors about existential risk from advanced AI development. https://slicast.com/zh/article/yrh9u2 Slicast zh-cn 2026-09-29T12:53:13.000Z Anthropic的上市申报文件向投资者警示高级AI开发带来的存在风险。 https://slicast.com/article/1n0q59b Slicast en 2026-09-29T12:45:00.000Z Uranium Energy surges 6% on multi-mine ramp achieving $93.13/lb realized uranium price; Oklo and NuScale Power stocks also gain amid rising nuclear interest for AI data centers. https://slicast.com/zh/article/1n0q59b Slicast zh-cn 2026-09-29T12:45:00.000Z 铀能源因矿山产能提升实现$93.13/磅铀价格上升6%；Oklo和NuScale Power股价上扬，反映核电对AI数据中心的兴趣增长。 https://slicast.com/article/ay91bp Slicast en 2026-09-29T12:40:36.000Z HyperDC plans a 400MW data center campus outside Geelong, Australia, near existing substation and battery energy storage system. https://slicast.com/zh/article/ay91bp Slicast zh-cn 2026-09-29T12:40:36.000Z HyperDC规划在澳大利亚吉隆周边建设400MW数据中心园区，毗邻现有变电站和电池储能系统。 https://slicast.com/article/10becyh Slicast en 2026-09-29T12:40:00.000Z AI tools including OpenAI's Jalapeño and traditional EDA software are being deployed in modern semiconductor design workflows to accelerate chip development. https://slicast.com/zh/article/10becyh Slicast zh-cn 2026-09-29T12:40:00.000Z 包括OpenAI的Jalapeño在内的AI工具和传统EDA软件被部署在现代半导体设计工作流中，以加速芯片开发。 https://slicast.com/article/bnwi8c Slicast en 2026-09-29T12:33:37.000Z Axe Compute receives $184+ million in customer prepayments before delivery of infrastructure. https://slicast.com/zh/article/bnwi8c Slicast zh-cn 2026-09-29T12:33:37.000Z Axe Compute在基础设施交付前收到超1.84亿美元客户预付款 https://slicast.com/article/1xtjec5 Slicast en 2026-09-29T12:30:42.000Z Submer launches Corenix, a new unit offering modular, immersion-cooled data center infrastructure modules customized for customer deployments. https://slicast.com/zh/article/1xtjec5 Slicast zh-cn 2026-09-29T12:30:42.000Z Submer推出Corenix新单元，提供可定制的模块化浸没冷却数据中心基础设施模块。 https://slicast.com/article/1d8seqj Slicast en 2026-09-29T12:30:00.000Z Phaidra and Aligned Data Centers Partner to Empower Operations Teams and Strengthen Data Center Reliability with AI https://slicast.com/zh/article/1d8seqj Slicast zh-cn 2026-09-29T12:30:00.000Z Phaidra与Aligned数据中心合作,用AI赋能运维并强化数据中心可靠性 https://slicast.com/article/3v7ccw Slicast en 2026-09-29T12:28:37.000Z Prominent investor Michael Burry warns AI infrastructure capex may face correction sooner than expected and shifts portfolio to put options. https://slicast.com/zh/article/3v7ccw Slicast zh-cn 2026-09-29T12:28:37.000Z 知名投资者Michael Burry警告AI基础设施资本支出可能比预期更快面临调整，投资组合转向看跌期权。 https://slicast.com/article/n8v9rs Slicast en 2026-09-29T12:27:35.000Z China's ChangXin Memory Technologies (CXMT) favors domestic semiconductor equipment suppliers in its $5.2 billion DRAM production expansion. https://slicast.com/zh/article/n8v9rs Slicast zh-cn 2026-09-29T12:27:35.000Z 中国长鑫存储技术(CXMT)在其52亿美元DRAM产能扩张中优先采用国内半导体设备供应商。 https://slicast.com/article/ku5ovb Slicast en 2026-09-29T12:22:00.000Z Infineon and Eaton advance silicon-carbide (SiC) solid-state transformer designs for 800V DC data center power distribution. https://slicast.com/zh/article/ku5ovb Slicast zh-cn 2026-09-29T12:22:00.000Z 英飞凌和伊顿推进用于800V DC数据中心电力分配的碳化硅(SiC)固态变压器设计。 https://slicast.com/article/1jqc0sn Slicast en 2026-09-29T12:01:24.000Z SK Hynix holds steady against won strength as the company conducts handover tests on next-generation HBM products with major customers. https://slicast.com/zh/article/1jqc0sn Slicast zh-cn 2026-09-29T12:01:24.000Z SK海力士在韩元升值压力下保持稳健，公司与主要客户进行下一代HBM产品交付测试。 https://slicast.com/article/2wzjgv Slicast en 2026-09-29T12:00:00.000Z Netlist files new International Trade Commission action against Micron Technology over HBM patents for AI computing. https://slicast.com/zh/article/2wzjgv Slicast zh-cn 2026-09-29T12:00:00.000Z Netlist对美光科技提起新的国际贸易委员会诉讼，涉及AI计算HBM专利。 https://slicast.com/article/17rmqrx Slicast en 2026-09-29T12:00:00.000Z Bell and Cisco to collaborate on sovereign AI infrastructure for Canada https://slicast.com/zh/article/17rmqrx Slicast zh-cn 2026-09-29T12:00:00.000Z Bell与Cisco合作为加拿大建设主权AI基础设施 https://slicast.com/article/17txrmg Slicast en 2026-09-29T12:00:00.000Z Tesla files 8-K: entry into a material agreement, termination of a material agreement, creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/17txrmg Slicast zh-cn 2026-09-29T12:00:00.000Z Tesla 提交 8-K：重大事件 https://slicast.com/article/4ktui2 Slicast en 2026-09-29T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/4ktui2 Slicast zh-cn 2026-09-29T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/6zpvdz Slicast en 2026-09-29T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/6zpvdz Slicast zh-cn 2026-09-29T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/amio1j Slicast en 2026-09-29T12:00:00.000Z Bell and Cisco to collaborate on sovereign AI infrastructure for Canada https://slicast.com/zh/article/amio1j Slicast zh-cn 2026-09-29T12:00:00.000Z Bell与Cisco合作为加拿大建设主权AI基础设施 https://slicast.com/article/qvsqpx Slicast en 2026-09-29T12:00:00.000Z Talen Energy files 8-K: director / officer changes, Regulation FD disclosure, other material event https://slicast.com/zh/article/qvsqpx Slicast zh-cn 2026-09-29T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/article/1xmuuy6 Slicast en 2026-09-29T11:43:12.000Z Major data center developer Goodman Group cancels a planned facility in Sydney suburb after permitting or commercial challenges. https://slicast.com/zh/article/1xmuuy6 Slicast zh-cn 2026-09-29T11:43:12.000Z 主要数据中心开发商Goodman Group取消计划中的悉尼郊外设施。 https://slicast.com/article/104al01 Slicast en 2026-09-29T11:42:46.000Z Wise Integration and Navitas Semiconductor partner on AI data center power conversion solutions. https://slicast.com/zh/article/104al01 Slicast zh-cn 2026-09-29T11:42:46.000Z Wise Integration和Navitas半导体合作开发AI数据中心电力转换解决方案。 https://slicast.com/article/1qihu7a Slicast en 2026-09-29T11:39:13.000Z Trump administration convenes major AI companies at the White House to discuss regulation and policy for AI infrastructure and development. https://slicast.com/zh/article/1qihu7a Slicast zh-cn 2026-09-29T11:39:13.000Z 特朗普政府在白宫召集主要AI公司讨论AI基础设施和开发的监管和政策。 https://slicast.com/article/16bu78k Slicast en 2026-09-29T11:34:39.000Z Amazon acquires two leased data center facilities in Hong Kong from their landlord, consolidating long-term control. https://slicast.com/zh/article/16bu78k Slicast zh-cn 2026-09-29T11:34:39.000Z 亚马逊从房东手中收购香港两个租赁数据中心设施。 https://slicast.com/article/1ft5bpp Slicast en 2026-09-29T11:29:32.000Z Prominent hedge fund managers have selected two AI stocks as 2026 favorites, reportedly tied to constraints on TSMC's CoWoS advanced packaging capacity. https://slicast.com/zh/article/1ft5bpp Slicast zh-cn 2026-09-29T11:29:32.000Z 知名对冲基金经理将两只AI股票选为2026年最爱，据称与TSMC CoWoS先进封装产能约束有关。 https://slicast.com/article/11bm1mm Slicast en 2026-09-29T11:28:43.000Z Lenovo and MemryX expand Edge AI platform deployment in Saudi Arabia with two additional installations in the Kingdom. https://slicast.com/zh/article/11bm1mm Slicast zh-cn 2026-09-29T11:28:43.000Z 联想和MemryX在沙特阿拉伯扩展边缘AI平台部署，增加两个新安装。 https://slicast.com/article/1ed5g42 Slicast en 2026-09-29T11:25:00.000Z Developer Moncalieri Logistics has submitted plans for what it claims will be Italy's largest data center. https://slicast.com/zh/article/1ed5g42 Slicast zh-cn 2026-09-29T11:25:00.000Z 开发商Moncalieri Logistics提交计划建设意大利最大的数据中心。 https://slicast.com/article/1puebr7 Slicast en 2026-09-29T11:23:02.000Z Schneider Electric and Equinix trial software-defined switchgear for data center power distribution and cooling management. https://slicast.com/zh/article/1puebr7 Slicast zh-cn 2026-09-29T11:23:02.000Z 施耐德电气和Equinix试验数据中心电力分配和冷却管理的软件定义配电柜。 https://slicast.com/article/1qxi1g9 Slicast en 2026-09-29T11:20:00.000Z AMD reveals full SKU lineup for its 6th Generation EPYC 9006 (Venice) server processors, with top-end 256-core model priced at $15,000 per 1Ku unit. https://slicast.com/zh/article/1qxi1g9 Slicast zh-cn 2026-09-29T11:20:00.000Z AMD发布第6代EPYC 9006(Venice)服务器处理器完整SKU列表，顶配256核型号售价$15,000每1Ku单元。 https://slicast.com/article/m0bt2r Slicast en 2026-09-29T11:19:00.000Z Microsoft targets 38-gigawatt global data centre network by 2032. https://slicast.com/zh/article/m0bt2r Slicast zh-cn 2026-09-29T11:19:00.000Z Microsoft 目标2032年建成38吉瓦全球数据中心网络 https://slicast.com/article/15t3t6 Slicast en 2026-09-29T11:16:43.000Z Anthropic's IPO filing reveals $518 billion in AI infrastructure commitments; majority cannot be cancelled. https://slicast.com/zh/article/15t3t6 Slicast zh-cn 2026-09-29T11:16:43.000Z Anthropic IPO申报文件披露$518 billion AI基础设施承诺；大部分不可取消。 https://slicast.com/article/rb3kaz Slicast en 2026-09-29T11:07:05.000Z Anthropic's IPO filing reveals the company has locked in $518 billion in AI infrastructure commitments from clients and infrastructure partners. https://slicast.com/zh/article/rb3kaz Slicast zh-cn 2026-09-29T11:07:05.000Z Anthropic的上市申报文件显示公司已锁定来自客户和基础设施合作伙伴的5180亿美元AI基础设施承诺。 https://slicast.com/article/10uqj37 Slicast en 2026-09-29T11:00:48.000Z Core42 and the UAE Cyber Security Council advance sovereign AI cloud services for Middle Eastern entities seeking non-US infrastructure. https://slicast.com/zh/article/10uqj37 Slicast zh-cn 2026-09-29T11:00:48.000Z Core42与阿联酋网络安全委员会推进中东实体的主权AI云服务。 https://slicast.com/article/4hye4h Slicast en 2026-09-29T10:46:12.000Z Crusoe named developer of Google AI data centre campus in Armstrong County, Texas. https://slicast.com/zh/article/4hye4h Slicast zh-cn 2026-09-29T10:46:12.000Z Crusoe被指定为Google AI数据中心园区（Armstrong County, Texas）的开发商。 https://slicast.com/article/1l4tsf5 Slicast en 2026-09-29T10:38:57.000Z AMD acquires World Labs, physical AI hardware research company, for $8.2 billion; World Labs CEO becomes EVP/Chief Scientist. https://slicast.com/zh/article/1l4tsf5 Slicast zh-cn 2026-09-29T10:38:57.000Z AMD以82亿美元收购physical AI硬件研究公司World Labs，其首席执行官升任执行副总裁兼首席科学家。 https://slicast.com/article/1v51f6a Slicast en 2026-09-29T10:00:00.000Z Delta Electronics Unveils AI Modular Data Center with 800 VDC In-Row Power for NVIDIA Vera Rubin and Microgrid Solutions at Data Center World Asia 2026 https://slicast.com/zh/article/1v51f6a Slicast zh-cn 2026-09-29T10:00:00.000Z 台达在亚洲2026数据中心展示800V直流AI模块化数据中心及Vera Rubin微电网方案 https://slicast.com/article/1ov8wdr Slicast en 2026-09-29T08:37:39.000Z Sweden Data Center Market: Existing and Upcoming Facility https://slicast.com/zh/article/1ov8wdr Slicast zh-cn 2026-09-29T08:37:39.000Z 瑞典数据中心市场:现有与规划设施 https://slicast.com/article/2aogvm Slicast en 2026-09-29T08:35:50.000Z Chile Data Center Market - Investment Analysis and Growth https://slicast.com/zh/article/2aogvm Slicast zh-cn 2026-09-29T08:35:50.000Z 智利数据中心市场 - 投资分析与增长 https://slicast.com/article/1ys1jwy Slicast en 2026-09-29T08:27:40.000Z Global Data Center Generator Market Size, Share, Trends, https://slicast.com/zh/article/1ys1jwy Slicast zh-cn 2026-09-29T08:27:40.000Z 全球数据中心发电机市场规模、份额与趋势 https://slicast.com/article/1nafix7 Slicast en 2026-09-29T08:26:39.000Z Denmark Data Center Market Portfolio: Existing and Upcoming https://slicast.com/zh/article/1nafix7 Slicast zh-cn 2026-09-29T08:26:39.000Z 丹麦数据中心市场组合:现有与规划 https://slicast.com/article/15dda1t Slicast en 2026-09-29T08:24:43.000Z Italy Data Center Portfolio Analysis, 2026-2031: 75 https://slicast.com/zh/article/15dda1t Slicast zh-cn 2026-09-29T08:24:43.000Z 意大利数据中心组合分析,2026-2031年:75个 https://slicast.com/article/1zinw8 Slicast en 2026-09-29T08:18:39.000Z Global Data Center UPS Market Size, Share, Trends, and https://slicast.com/zh/article/1zinw8 Slicast zh-cn 2026-09-29T08:18:39.000Z 全球数据中心UPS市场规模、份额与趋势 https://slicast.com/article/1egtkt Slicast en 2026-09-29T08:15:47.000Z Belgium Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/1egtkt Slicast zh-cn 2026-09-29T08:15:47.000Z 比利时现有与规划数据中心组合 https://slicast.com/article/j8xo8t Slicast en 2026-09-29T04:14:00.000Z Yokogawa to Assist the Scale Up of Tropical Climate AI Data Center Testbed into a Multi-megawatt Pilot Facility https://slicast.com/zh/article/j8xo8t Slicast zh-cn 2026-09-29T04:14:00.000Z 横河电机助力热带气候AI数据中心扩展至多兆瓦试点设施 https://slicast.com/article/1fqp1cg Slicast en 2026-09-29T02:23:00.000Z TECO Showcases Integrated Modular Data Center Solutions in Singapore, Targeting Southeast Asia's AI Infrastructure Opportunities https://slicast.com/zh/article/1fqp1cg Slicast zh-cn 2026-09-29T02:23:00.000Z TECO在新加坡展示集成模块化数据中心方案,瞄准东南亚AI基础设施机遇 https://slicast.com/article/14sgkvz Slicast en 2026-09-28T23:00:00.000Z Samsung Commits $1 Billion to Helix Digital Infrastructure to Support Global AI Infrastructure Buildout https://slicast.com/zh/article/14sgkvz Slicast zh-cn 2026-09-28T23:00:00.000Z 三星向Helix数字基础设施投资$10亿以支持全球AI基础设施建设 https://slicast.com/article/9qtth4 Slicast en 2026-09-28T22:24:00.000Z American Infrastructure Alliance Launches First Nationwide Partnership Between Labor & Business to Advance Responsible Data Center Infrastructure Growth https://slicast.com/zh/article/9qtth4 Slicast zh-cn 2026-09-28T22:24:00.000Z 美国基础设施联盟推出首个全国劳资合作伙伴关系推进数据中心基础设施增长 https://slicast.com/commentary/cerebras-2026-09-28 Slicast en 2026-09-28T21:35:09.969Z Cerebras Gimlet Labs Deal, September 2026: Infrastructure Expansion Tests the Diversification Case https://slicast.com/zh/commentary/cerebras-2026-09-28 Slicast zh-cn 2026-09-28T21:35:09.969Z Cerebras Gimlet Labs供应协议，2026年9月：100兆瓦算力布局能否降低OpenAI依赖 https://slicast.com/commentary/arm-2026-09-28 Slicast en 2026-09-28T21:23:46.274Z Arm Holdings ARM Stock, September 2026: Record Revenue and an Unexplained 8.7% Drop https://slicast.com/zh/commentary/arm-2026-09-28 Slicast zh-cn 2026-09-28T21:23:46.274Z Arm Holdings股票 2026年9月：创纪录营收背后的8.7%无因下跌 https://slicast.com/brief/2026-09-29 Slicast en 2026-09-28T21:16:57.481Z AI Infrastructure Briefing — 2026-09-29 https://slicast.com/zh/brief/2026-09-29 Slicast zh-cn 2026-09-28T21:16:57.481Z AI 基础设施早报 · 2026-09-29 https://slicast.com/ko/brief/2026-09-29 Slicast ko 2026-09-28T21:16:57.481Z AI 인프라 브리핑 · 2026-09-29 https://slicast.com/article/c74fhq Slicast en 2026-09-28T21:10:00.000Z Hyperscale vendors' combined capex totaled $725 billion in 2026, up 77% year-over-year; global data center capacity under construction exceeded 23GW. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-28T21:10:00.000Z 超大规模厂商2026年合计资本开支$7250亿，同比大涨77%；全球数据中心在建容量超23GW https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-28T21:10:00.000Z 하이퍼스케일 벤더들의 통합 자본지출은 2026년 총 $725 billion을 기록했으며, 전년 대비 77% 증가했습니다. 건설 중인 글로벌 데이터센터 용량은 23GW를 초과했습니다. https://slicast.com/article/90nhbr Slicast en 2026-09-28T21:09:00.000Z Chinese enterprises covet US AI data center supply chain gains; geopolitics emerges as the largest barrier https://slicast.com/zh/article/90nhbr Slicast zh-cn 2026-09-28T21:09:00.000Z 中国企业觊觎美国 AI 数据中心供应链红利，地缘政治成最大壁垒 https://slicast.com/ko/article/90nhbr Slicast ko 2026-09-28T21:09:00.000Z 중국 기업들이 US AI 데이터센터 공급망 확보를 노리고 있으나, 지정학이 최대 장애물로 부상했다 https://slicast.com/article/1y4krc Slicast en 2026-09-28T21:08:00.000Z U.S. Department of Energy $1.9B Power Grid Upgrade—31 Projects Expected to Unlock 23 GW Transmission and Distribution Capacity https://slicast.com/zh/article/1y4krc Slicast zh-cn 2026-09-28T21:08:00.000Z 美国能源部$19亿拨款升级电网——31个项目预计解锁23GW输配容量 https://slicast.com/ko/article/1y4krc Slicast ko 2026-09-28T21:08:00.000Z 미국 에너지부 $1.9B 전력망 업그레이드—31개 프로젝트, 23 GW 송배전 용량 창출 예상 https://slicast.com/article/tvsbey Slicast en 2026-09-28T21:07:00.000Z FERC Blocks ComEd's Cancellation of 1.8GW/$20 Billion PowerHouse Hillwood Contract, Case Transferred to Federal Court https://slicast.com/zh/article/tvsbey Slicast zh-cn 2026-09-28T21:07:00.000Z FERC 拦截 ComEd 取消 1.8GW/$200亿 PowerHouse Hillwood 合同，案件移交联邦法院 https://slicast.com/ko/article/tvsbey Slicast ko 2026-09-28T21:07:00.000Z FERC, ComEd의 1.8GW/$20 Billion PowerHouse Hillwood 계약 취소 차단, 사건 연방법원으로 이관 https://slicast.com/article/1lfphoy Slicast en 2026-09-28T21:06:00.000Z Applied Digital Confirms $3.2 Billion Delta Forge 2 Data Center in Alabama, Construction to Begin in October https://slicast.com/zh/article/1lfphoy Slicast zh-cn 2026-09-28T21:06:00.000Z Applied Digital 确认$32亿 Delta Forge 2 数据中心落子阿拉巴马州，10月开工 https://slicast.com/ko/article/1lfphoy Slicast ko 2026-09-28T21:06:00.000Z Applied Digital, Alabama의 $3.2 Billion Delta Forge 2 데이터센터 건설 확정, 10월 착공 https://slicast.com/article/1l7wfzb Slicast en 2026-09-28T21:05:00.000Z NVIDIA Requires Supply Chain to Complete Glass Substrate Packaging Development Within 2 Years — HBM Packaging Costs May Double by 2027 https://slicast.com/zh/article/1l7wfzb Slicast zh-cn 2026-09-28T21:05:00.000Z NVIDIA 要求供应链2年内完成玻璃基板封装开发——HBM封装成本或2027年翻倍 https://slicast.com/ko/article/1l7wfzb Slicast ko 2026-09-28T21:05:00.000Z NVIDIA, 공급 체인에 2년 내 유리 기판 패키징 개발 완료 요구 — HBM 패키징 비용 2027년까지 2배 증가 가능 https://slicast.com/article/eejy9w Slicast en 2026-09-28T21:04:00.000Z Anthropic signs 7-year Akamai cloud services agreement valued at $11.6 billion with up to $9 billion extension option; total potential value approximately $20 billion https://slicast.com/zh/article/eejy9w Slicast zh-cn 2026-09-28T21:04:00.000Z Anthropic 签署7年$116亿 Akamai 云服务协议，含最高$90亿扩展期权，总潜在规模约$200亿 https://slicast.com/ko/article/eejy9w Slicast ko 2026-09-28T21:04:00.000Z Anthropic이 $11.6 billion 규모의 Akamai 클라우드 서비스 7년 계약에 서명, $9 billion까지의 연장 옵션 포함; 총 잠재 가치는 약 $20 billion https://slicast.com/article/hq7ehg Slicast en 2026-09-28T21:03:00.000Z xAI Colossus 2 Targets Over 1.2 Million NVIDIA GPUs by Year-End — Musk Reveals Month-by-Month Expansion Roadmap https://slicast.com/zh/article/hq7ehg Slicast zh-cn 2026-09-28T21:03:00.000Z xAI Colossus 2 年底目标超120万枚 NVIDIA GPU——马斯克披露逐月扩容路线图 https://slicast.com/ko/article/hq7ehg Slicast ko 2026-09-28T21:03:00.000Z xAI Colossus 2, 연말까지 NVIDIA GPU 120만 개 이상 확보 목표 — 머스크가 월별 확장 로드맵 공개 https://slicast.com/article/avhh24 Slicast en 2026-09-28T21:02:00.000Z Nebius increases GPU compute prices across the board by up to 21% on October 1st — H100 hourly rate rises from $3.85 to $4.50 https://slicast.com/zh/article/avhh24 Slicast zh-cn 2026-09-28T21:02:00.000Z Nebius 10月1日 GPU 算力全线提价最高21%——H100时租从$3.85涨至$4.50 https://slicast.com/ko/article/avhh24 Slicast ko 2026-09-28T21:02:00.000Z Nebius, 10월 1일부터 GPU 계산 가격 전반을 최대 21% 인상 — H100 시간당 요금이 $3.85에서 $4.50으로 https://slicast.com/article/66qjsy Slicast en 2026-09-28T21:01:00.000Z Neocloud sector: Rothschild Redburn shorts vs. JPMorgan upgrade; closes down three consecutive days Friday https://slicast.com/zh/article/66qjsy Slicast zh-cn 2026-09-28T21:01:00.000Z Neocloud 板块多空激战：Rothschild Redburn 做空 vs. JPMorgan 升级，上周五三连跌收场 https://slicast.com/ko/article/66qjsy Slicast ko 2026-09-28T21:01:00.000Z Neocloud 부문: Rothschild Redburn 공매도 vs. JPMorgan 상향평가; Friday까지 3일 연속 하락 마감 https://slicast.com/article/1dnsz2z Slicast en 2026-09-28T20:56:51.000Z China's government is reportedly considering allowing domestic tech giants to purchase new Nvidia chips, easing enforcement of U.S. export controls. https://slicast.com/zh/article/1dnsz2z Slicast zh-cn 2026-09-28T20:56:51.000Z 中国政府据报考虑允许国内科技巨头购买新款英伟达芯片,缓解美国出口管制的执行力度。 https://slicast.com/ko/article/1dnsz2z Slicast ko 2026-09-28T20:56:51.000Z 중국 정부가 국내 기술 대기업들의 새로운 Nvidia 칩 구매를 허용하는 방안을 검토 중인 것으로 알려졌으며, U.S. 수출 규제 시행을 완화하는 것이다. https://slicast.com/article/t2ugbh Slicast en 2026-09-28T20:16:02.000Z Broadcom's custom silicon business for AI—including custom ASICs and networking—has quietly grown into a major competitive power alongside Nvidia and AMD. https://slicast.com/zh/article/t2ugbh Slicast zh-cn 2026-09-28T20:16:02.000Z 博通为AI开发的定制硅业务(包括定制ASIC和网络芯片)已悄然成长为与英伟达和AMD相当的主要竞争力量。 https://slicast.com/ko/article/t2ugbh Slicast ko 2026-09-28T20:16:02.000Z Broadcom의 AI용 맞춤형 실리콘 사업—맞춤형 ASIC과 네트워킹 포함—은 Nvidia, AMD와 나란히 주요 경쟁 세력으로 조용히 부상했다. https://slicast.com/article/3x41vr Slicast en 2026-09-28T20:05:00.000Z AMD has acquired World Labs to advance AI compute capabilities and expand its software-hardware integration for AI workloads. https://slicast.com/zh/article/3x41vr Slicast zh-cn 2026-09-28T20:05:00.000Z AMD收购World Labs公司,以推进AI计算能力并扩展其AI工作负载的软件硬件集成。 https://slicast.com/ko/article/3x41vr Slicast ko 2026-09-28T20:05:00.000Z AMD가 World Labs를 인수하여 AI 컴퓨팅 역량을 강화하고 AI 워크로드용 소프트웨어-하드웨어 통합을 확대했다. https://slicast.com/article/4z5xd6 Slicast en 2026-09-28T20:04:00.000Z Ohio Senate Democrats are split over the Husted Ratepayer Protection Act, which addresses cost allocation for data center infrastructure development. https://slicast.com/zh/article/4z5xd6 Slicast zh-cn 2026-09-28T20:04:00.000Z 俄亥俄州民主党参议员对Husted《用户保护法案》意见分歧,该法涉及用户如何分摊数据中心基础设施发展成本。 https://slicast.com/ko/article/4z5xd6 Slicast ko 2026-09-28T20:04:00.000Z 오하이오 상원 민주당원들이 데이터 센터 인프라 개발 비용 배분을 다루는 Husted Ratepayer Protection Act를 두고 의견이 나뉜다. https://slicast.com/article/bftxon Slicast en 2026-09-28T20:00:45.000Z Across hyperscale data centers, energy delivery and power distribution have become the primary performance bottleneck, surpassing GPU deployment as the limiting constraint. https://slicast.com/zh/article/bftxon Slicast zh-cn 2026-09-28T20:00:45.000Z 在超大规模数据中心中,电力供应和分配已成为主要性能瓶颈,超越GPU部署成为最大限制因素。 https://slicast.com/ko/article/bftxon Slicast ko 2026-09-28T20:00:45.000Z 하이퍼스케일 데이터센터 전역에서 에너지 공급과 전력 배분이 GPU 배포를 능가하는 주요 성능 병목이 되었다. https://slicast.com/article/c121mz Slicast en 2026-09-28T20:00:00.000Z Lattice Semiconductor will unveil open control plane innovations for AI infrastructure management at the OCP Global Summit 2026. https://slicast.com/zh/article/c121mz Slicast zh-cn 2026-09-28T20:00:00.000Z Lattice半导体公司将在OCP全球峰会2026上展示用于AI基础设施管理的开放控制平面创新。 https://slicast.com/ko/article/c121mz Slicast ko 2026-09-28T20:00:00.000Z Lattice Semiconductor는 OCP Global Summit 2026에서 AI 인프라 관리를 위한 개방형 제어 평면 혁신을 공개할 것이다. https://slicast.com/article/p265wk Slicast en 2026-09-28T19:56:09.000Z Xinnor released xiNAS 3.13, the latest production version of its high-performance NFS-over-RDMA storage platform with unified AI-assisted management. https://slicast.com/zh/article/p265wk Slicast zh-cn 2026-09-28T19:56:09.000Z Xinnor发布xiNAS 3.13版本,这是其高性能NFS-over-RDMA存储平台的最新生产版本,具备统一的AI辅助管理功能。 https://slicast.com/ko/article/p265wk Slicast ko 2026-09-28T19:56:09.000Z Xinnor은 통합 AI 지원 관리 기능을 갖춘 고성능 NFS-over-RDMA 스토리지 플랫폼의 최신 프로덕션 버전 xiNAS 3.13을 출시했습니다. https://slicast.com/article/3vqphf Slicast en 2026-09-28T19:53:54.000Z Nvidia announced its largest-ever share buyback program as pressure from AMD custom silicon and alternative AI chip architectures threatens GPU market share. https://slicast.com/zh/article/3vqphf Slicast zh-cn 2026-09-28T19:53:54.000Z 英伟达宣布有史以来最大规模股票回购计划,因为AMD定制硅和替代AI芯片架构对其GPU市场份额构成压力。 https://slicast.com/ko/article/3vqphf Slicast ko 2026-09-28T19:53:54.000Z Nvidia가 AMD 맞춤형 실리콘 및 대체 AI 칩 아키텍처의 압력으로 GPU 시장 점유율이 위협받는 가운데 역사상 최대 규모의 자사주 매입 프로그램을 발표했다. https://slicast.com/article/9pvs53 Slicast en 2026-09-28T18:55:10.000Z Alberta is advancing plans for AI data center development, positioning the Canadian province as a competitive infrastructure hub for large-scale compute capacity. https://slicast.com/zh/article/9pvs53 Slicast zh-cn 2026-09-28T18:55:10.000Z 艾伯塔省正推进AI数据中心发展计划,将该加拿大省份定位为大规模计算容量的竞争性基础设施枢纽。 https://slicast.com/ko/article/9pvs53 Slicast ko 2026-09-28T18:55:10.000Z 앨버타는 AI 데이터센터 개발 계획을 추진 중이며, 캐나다 주를 대규모 컴퓨팅 역량을 위한 경쟁력 있는 인프라 허브로 자리매김하고 있습니다. https://slicast.com/article/bgxmf9 Slicast en 2026-09-28T18:47:19.000Z Adoption of small distributed gas turbines for data center on-site power generation is accelerating to meet surging AI infrastructure energy demands. https://slicast.com/zh/article/bgxmf9 Slicast zh-cn 2026-09-28T18:47:19.000Z 小型分布式燃气轮机在数据中心现场发电中的采用加速,以满足AI基础设施能源需求的激增。 https://slicast.com/ko/article/bgxmf9 Slicast ko 2026-09-28T18:47:19.000Z AI 인프라의 급증하는 에너지 수요를 충족하기 위해 데이터 센터 현장 전력 생성용 소규모 분산형 가스 터빈 도입이 가속화되고 있다. https://slicast.com/article/g1hnbg Slicast en 2026-09-28T18:31:58.000Z Crusoe is developing Google's AI data center campus in Armstrong County, Texas, signaling strategic partnerships between infrastructure companies and hyperscalers. https://slicast.com/zh/article/g1hnbg Slicast zh-cn 2026-09-28T18:31:58.000Z Crusoe正在德克萨斯州Armstrong县为谷歌开发AI数据中心园区,表明基础设施公司与超大规模云厂商的战略伙伴关系。 https://slicast.com/ko/article/g1hnbg Slicast ko 2026-09-28T18:31:58.000Z Crusoe가 Texas의 Armstrong County에서 Google의 AI 데이터센터 캠퍼스를 개발하고 있으며, 인프라 기업과 하이퍼스케일러 간의 전략적 파트너십을 시사한다. https://slicast.com/article/1olagu3 Slicast en 2026-09-28T18:26:59.000Z Cerebras will supply 100 megawatts of AI chip capacity to cloud startup Gimlet Labs, marking a major infrastructure deployment for an emerging neocloud competitor. https://slicast.com/zh/article/1olagu3 Slicast zh-cn 2026-09-28T18:26:59.000Z Cerebras向云初创公司Gimlet Labs供应100兆瓦AI芯片容量,标志着新兴新云厂商的重大基础设施部署。 https://slicast.com/ko/article/1olagu3 Slicast ko 2026-09-28T18:26:59.000Z Cerebras는 클라우드 스타트업 Gimlet Labs에 100 megawatts의 AI 칩 용량을 공급할 예정이며, 이는 떠오르는 neocloud 경쟁사를 위한 주요 인프라 배포를 나타냅니다. https://slicast.com/article/1hgooax Slicast en 2026-09-28T18:16:00.000Z An AI data center developer has secured a $1.07 billion credit facility to fund new data center construction and expansion across multiple campuses. https://slicast.com/zh/article/1hgooax Slicast zh-cn 2026-09-28T18:16:00.000Z 一家AI数据中心开发商获得10.7亿美元信用额度,用于资助新建数据中心和跨多个园区的扩张。 https://slicast.com/ko/article/1hgooax Slicast ko 2026-09-28T18:16:00.000Z AI 데이터센터 개발업체가 여러 캠퍼스의 신규 데이터센터 건설 및 확장을 위해 $1.07 billion 신용 시설을 확보했다. https://slicast.com/article/1wfex2a Slicast en 2026-09-28T18:15:32.000Z The EU's Chips Joint Undertaking (Chips JU) is offering €80 million in funding across two complementary calls for AI compute and chip system projects. https://slicast.com/zh/article/1wfex2a Slicast zh-cn 2026-09-28T18:15:32.000Z 欧盟芯片联合体在两项补充性招标中提供8000万欧元资金,用于AI计算和芯片系统项目。 https://slicast.com/ko/article/1wfex2a Slicast ko 2026-09-28T18:15:32.000Z EU의 Chips Joint Undertaking(Chips JU)은 AI 컴퓨팅 및 칩 시스템 프로젝트를 위한 두 개의 보완적 공모에 걸쳐 €80 million의 자금을 제공하고 있다. https://slicast.com/article/1gwkxum Slicast en 2026-09-28T18:15:00.000Z An AI data center developer is offering $10,000 payments to local residents as community incentives, prompting accusations that payments amount to bribery for permit approval. https://slicast.com/zh/article/1gwkxum Slicast zh-cn 2026-09-28T18:15:00.000Z 一家AI数据中心开发商向当地居民提供10000美元付款作为社区激励,引发关于付款是否构成贿赂以获得许可批准的指控。 https://slicast.com/ko/article/1gwkxum Slicast ko 2026-09-28T18:15:00.000Z AI 데이터 센터 개발업체가 지역사회 인센티브로 지역 주민들에게 $10,000를 지급하고 있으며, 허가 승인을 위한 뇌물에 해당한다는 비난을 초래하고 있다. https://slicast.com/article/lpa4p5 Slicast en 2026-09-28T18:10:49.000Z Micron's upcoming earnings report is drawing options market attention as traders price in potential sharp moves tied to AI memory demand signals. https://slicast.com/zh/article/lpa4p5 Slicast zh-cn 2026-09-28T18:10:49.000Z Micron即将发布的财务报告引起期权市场关注,因为交易者押注与AI存储芯片需求信号相关的潜在波动。 https://slicast.com/ko/article/lpa4p5 Slicast ko 2026-09-28T18:10:49.000Z 마이크론의 다가오는 실적 발표가 AI 메모리 수요 신호와 연결된 급격한 변동을 트레이더들이 가격에 반영하면서 옵션 시장의 주목을 받고 있다. https://slicast.com/article/15hw75b Slicast en 2026-09-28T17:57:15.000Z Goodman Group scraps A$1.2B Sydney data-centre campus development https://slicast.com/zh/article/15hw75b Slicast zh-cn 2026-09-28T17:57:15.000Z Goodman Group取消澳大利亚悉尼12亿澳元数据中心园区开发计划 https://slicast.com/ko/article/15hw75b Slicast ko 2026-09-28T17:57:15.000Z Goodman Group, A$1.2B 시드니 데이터센터 캠퍼스 개발 중단 https://slicast.com/article/wf614n Slicast en 2026-09-28T17:55:00.000Z Wayne County executive rejects $125M tax incentive package for Google data-centre facility https://slicast.com/zh/article/wf614n Slicast zh-cn 2026-09-28T17:55:00.000Z 韦恩县行政官否决谷歌数据中心125万美元税收激励方案 https://slicast.com/ko/article/wf614n Slicast ko 2026-09-28T17:55:00.000Z Wayne County 행정관이 Google 데이터센터 시설을 위한 $125M 세금 인센티브 패키지를 거부 https://slicast.com/article/lmonzd Slicast en 2026-09-28T17:38:00.000Z Nvidia announces record $150B share repurchase programme https://slicast.com/zh/article/lmonzd Slicast zh-cn 2026-09-28T17:38:00.000Z 英伟达宣布创纪录150亿美元股票回购计划 https://slicast.com/ko/article/lmonzd Slicast ko 2026-09-28T17:38:00.000Z Nvidia, 사상 최대 규모 $150B 자사주 환매 프로그램 발표 https://slicast.com/article/1bd5o2 Slicast en 2026-09-28T17:36:39.000Z AI infrastructure funding increasingly shifts from equity markets to structured debt as capex demands exceed publicly-available capital https://slicast.com/zh/article/1bd5o2 Slicast zh-cn 2026-09-28T17:36:39.000Z 随着资本支出需求超过公开市场融资供应，AI基础设施融资从股权逐步转向结构化债务 https://slicast.com/ko/article/1bd5o2 Slicast ko 2026-09-28T17:36:39.000Z 자본 지출 수요가 공개 자본을 초과함에 따라 AI 인프라 자금 조달이 주식 시장에서 구조화된 부채로 점점 더 이동하고 있습니다. https://slicast.com/article/1xn2dyx Slicast en 2026-09-28T17:30:07.000Z Cerebras partners with Gimlet Labs to build AI inference cloud platform, with first data centre launching in 2026 https://slicast.com/zh/article/1xn2dyx Slicast zh-cn 2026-09-28T17:30:07.000Z Cerebras与Gimlet Labs合作构建AI推理云平台，首个数据中心将在2026年启用 https://slicast.com/ko/article/1xn2dyx Slicast ko 2026-09-28T17:30:07.000Z Cerebras와 Gimlet Labs가 협력하여 AI 추론 클라우드 플랫폼을 구축하며, 첫 번째 데이터센터는 2026년에 출범할 예정이다. https://slicast.com/article/1ilq87l Slicast en 2026-09-28T17:18:41.000Z Hut 8 closes $1.07B secured revolving credit facility dedicated to AI data-centre buildout https://slicast.com/zh/article/1ilq87l Slicast zh-cn 2026-09-28T17:18:41.000Z Hut 8完成10.7亿美元担保循环信用额度融资，专款用于AI数据中心建设 https://slicast.com/ko/article/1ilq87l Slicast ko 2026-09-28T17:18:41.000Z Hut 8, AI 데이터센터 구축을 위한 $1.07B 담보부 회전신용한도 체결 https://slicast.com/article/13gsurn Slicast en 2026-09-28T17:14:18.000Z JPMorgan forecast indicates HBM memory shortages will persist for at least two more years amid heavy accelerator demand https://slicast.com/zh/article/13gsurn Slicast zh-cn 2026-09-28T17:14:18.000Z 摩根大通预测显示HBM内存短缺将至少持续两年，受加速器需求强劲 https://slicast.com/ko/article/13gsurn Slicast ko 2026-09-28T17:14:18.000Z JPMorgan 예측은 높은 가속기 수요 속에서 HBM 메모리 부족이 최소 2년 이상 지속될 것으로 나타낸다. https://slicast.com/article/davylu Slicast en 2026-09-28T17:00:00.000Z Broadcom secures custom silicon orders from major hyperscalers to accelerate their AI workload deployments https://slicast.com/zh/article/davylu Slicast zh-cn 2026-09-28T17:00:00.000Z Broadcom获得主要超大型云厂商的定制硅芯片订单，加速其AI工作负载部署 https://slicast.com/ko/article/davylu Slicast ko 2026-09-28T17:00:00.000Z Broadcom이 주요 하이퍼스케일러들로부터 맞춤형 실리콘 주문을 확보해 AI 워크로드 배포를 가속화 https://slicast.com/article/12lvcny Slicast en 2026-09-28T16:31:13.000Z China institutes travel approval requirement for immediate family members of AI laboratory executives https://slicast.com/zh/article/12lvcny Slicast zh-cn 2026-09-28T16:31:13.000Z 中国对AI实验室高管的直系家属实施出境审批要求 https://slicast.com/ko/article/12lvcny Slicast ko 2026-09-28T16:31:13.000Z 중국, AI 연구소 임원의 직계 가족 여행 승인 요건 도입 https://slicast.com/article/1ii958j Slicast en 2026-09-28T16:28:23.000Z Rep. Pallone urges FERC to establish stronger interconnection and rate protections for grid customers bearing data-centre load https://slicast.com/zh/article/1ii958j Slicast zh-cn 2026-09-28T16:28:23.000Z Pallone议员敦促FERC为承载数据中心负荷的电网用户建立更强的互联和电价保护规则 https://slicast.com/ko/article/1ii958j Slicast ko 2026-09-28T16:28:23.000Z 팰론 의원이 FERC에 데이터센터 부하를 부담하는 전력망 고객을 위한 강화된 상호연결 및 요금 보호 수립을 촉구 https://slicast.com/article/1hph929 Slicast en 2026-09-28T16:26:06.000Z Goldman Sachs analysis quantifies annual AI infrastructure capex-to-revenue gap at $230B ($800B spent vs. $300B revenue) https://slicast.com/zh/article/1hph929 Slicast zh-cn 2026-09-28T16:26:06.000Z Goldman Sachs分析量化年度AI基础设施资本支出与收入差距为230亿美元（支出800亿美元，收入300亿美元） https://slicast.com/ko/article/1hph929 Slicast ko 2026-09-28T16:26:06.000Z Goldman Sachs 분석이 연간 AI 인프라 자본지출 대비 수익 격차를 $230B로 정량화했다($800B 지출 대비 $300B 수익) https://slicast.com/article/pw1sk7 Slicast en 2026-09-28T16:05:47.000Z Hut 8 closes two-tier AI data center finance structure with JPMorgan leading a 12-bank revolver facility. https://slicast.com/zh/article/pw1sk7 Slicast zh-cn 2026-09-28T16:05:47.000Z Hut 8完成了两层AI数据中心融资结构，由摩根大通领导12家银行的循环融资。 https://slicast.com/ko/article/pw1sk7 Slicast ko 2026-09-28T16:05:47.000Z Hut 8이 JPMorgan 주도 12개 은행 리볼버 신용장으로 이중 구조 AI 데이터센터 금융 거래를 체결 https://slicast.com/article/gdp48k Slicast en 2026-09-28T16:05:00.000Z NVIDIA CEO Jensen Huang states that AI model distillation is competition rather than theft, contradicting U.S. government export-control stance. https://slicast.com/zh/article/gdp48k Slicast zh-cn 2026-09-28T16:05:00.000Z 英伟达CEO黄仁勋表示AI模型蒸馏是竞争而非盗窃，与美国政府出口管制立场相悖。 https://slicast.com/ko/article/gdp48k Slicast ko 2026-09-28T16:05:00.000Z NVIDIA CEO Jensen Huang이 AI 모델 증류는 도용이 아닌 경쟁이라고 주장하며 미국 정부의 수출규제 입장과 상충한다. https://slicast.com/article/1eyyapt Slicast en 2026-09-28T16:00:35.000Z European Commission's proposed data center efficiency labeling scheme receives industry pushback that the framework requires nuance and adjustment. https://slicast.com/zh/article/1eyyapt Slicast zh-cn 2026-09-28T16:00:35.000Z 欧盟委员会提议的数据中心能效标签方案遭业界反对，呼吁在框架中加入更多细节和灵活性。 https://slicast.com/ko/article/1eyyapt Slicast ko 2026-09-28T16:00:35.000Z 유럽위원회가 제안한 data center 효율성 라벨링 체계에 대해, 프레임워크가 섬세한 조정과 개선을 필요로 한다는 산업계의 반발이 일고 있다. https://slicast.com/article/k40ga1 Slicast en 2026-09-28T16:00:00.000Z Elon Musk's xAI Colossus data center is changing the American landscape, according to Washington Post. https://slicast.com/zh/article/k40ga1 Slicast zh-cn 2026-09-28T16:00:00.000Z 根据《华盛顿邮报》报道，xAI的Colossus数据中心正在改变美国的地貌。 https://slicast.com/ko/article/k40ga1 Slicast ko 2026-09-28T16:00:00.000Z Elon Musk의 xAI Colossus 데이터 센터가 미국의 지형을 바꾸고 있다고 Washington Post가 보도했다. https://slicast.com/article/apbtro Slicast en 2026-09-28T16:00:00.000Z Pennsylvania residents reject $10,000 per-household payments to block construction of an AI data center in their region. https://slicast.com/zh/article/apbtro Slicast zh-cn 2026-09-28T16:00:00.000Z 宾夕法尼亚州居民拒绝每户1万美元补偿，坚决反对在该地区建设AI数据中心。 https://slicast.com/ko/article/apbtro Slicast ko 2026-09-28T16:00:00.000Z 펜실베니아 주민들이 자신의 지역에 AI 데이터 센터 건설을 차단하기 위해 가구당 $10,000의 지불금을 거절했다. https://slicast.com/article/18f9hpv Slicast en 2026-09-28T15:52:06.000Z China's strategic posture ('hide strength') increasingly embraces acquisition and use of advanced U.S. AI chips despite export restrictions. https://slicast.com/zh/article/18f9hpv Slicast zh-cn 2026-09-28T15:52:06.000Z 中国以'韬光养晦'为战略立场，尽管面临出口限制，仍不断获取和使用美国先进AI芯片。 https://slicast.com/ko/article/18f9hpv Slicast ko 2026-09-28T15:52:06.000Z 중국의 전략적 태세('국력 은폐')가 수출 제한에도 불구하고 첨단 미국 AI 칩 획득 및 활용을 갈수록 적극 추진하고 있다. https://slicast.com/article/1oso1mx Slicast en 2026-09-28T15:51:05.000Z Marvell is likely to increase its fiscal 2029 AI revenue estimate by at least $2 billion due to a major Google deal, per RBC. https://slicast.com/zh/article/1oso1mx Slicast zh-cn 2026-09-28T15:51:05.000Z 根据瑞银集团预测，Marvell因与谷歌的重大合约，其财年2029年AI营收估值可能上调20亿美元及以上。 https://slicast.com/ko/article/1oso1mx Slicast ko 2026-09-28T15:51:05.000Z RBC에 따르면 Marvell은 주요 Google 거래로 인해 2029 회계연도 AI 수익 추정을 최소 $2 billion 상향할 가능성이 높다. https://slicast.com/article/jjgbsl Slicast en 2026-09-28T15:49:34.000Z Oracle invokes force majeure for power infrastructure work on Project Jupiter, its AI data center in New Mexico, citing regulatory and environmental hurdles. https://slicast.com/zh/article/jjgbsl Slicast zh-cn 2026-09-28T15:49:34.000Z 甲骨文为其位于新墨西哥州的AI数据中心Project Jupiter的电力基础设施工作引用不可抗力条款，理由是监管和环保障碍。 https://slicast.com/ko/article/jjgbsl Slicast ko 2026-09-28T15:49:34.000Z Oracle이 New Mexico의 AI 데이터센터 Project Jupiter의 전력 인프라 작업에 불가항력을 발동하며 규제 및 환경상 장애물을 이유로 제시했다. https://slicast.com/article/1p3brbw Slicast en 2026-09-28T15:47:54.000Z Federal regulators allow on-site generators at data centers to operate with fewer emissions checks, raising health and environmental-compliance concerns. https://slicast.com/zh/article/1p3brbw Slicast zh-cn 2026-09-28T15:47:54.000Z 联邦监管机构允许数据中心备用发电机在更少排放检查的情况下运行，引发健康和环保合规关切。 https://slicast.com/ko/article/1p3brbw Slicast ko 2026-09-28T15:47:54.000Z 연방 규제 당국이 데이터 센터 현장 발전기의 배출 점검을 완화하도록 허용하면서 보건 및 환경 규정 준수 우려를 야기하고 있다. https://slicast.com/article/z4oxra Slicast en 2026-09-28T15:45:00.000Z OpenAI's custom Jalapeno AI inference ASIC is built for internal use but the company leaves the door open to eventual broader commercial rollout. https://slicast.com/zh/article/z4oxra Slicast zh-cn 2026-09-28T15:45:00.000Z OpenAI的自研Jalapeno AI推理专用芯片主要用于内部使用，但公司为未来更广泛的商业化推广留有余地。 https://slicast.com/ko/article/z4oxra Slicast ko 2026-09-28T15:45:00.000Z OpenAI의 커스텀 Jalapeno AI 추론 ASIC은 내부 사용을 목적으로 개발되었지만, 회사는 향후 더 광범위한 상용 출시 가능성을 열어두고 있다. https://slicast.com/article/1r4vdx4 Slicast en 2026-09-28T15:42:34.000Z Goodman withdraws its application for a 90 MW data center campus in Sydney, citing policy and regulatory environment changes. https://slicast.com/zh/article/1r4vdx4 Slicast zh-cn 2026-09-28T15:42:34.000Z Goodman撤回了其在悉尼申请的90 MW数据中心园区许可证，理由是政策和监管环境已大幅演变。 https://slicast.com/ko/article/1r4vdx4 Slicast ko 2026-09-28T15:42:34.000Z Goodman이 시드니의 90 MW 데이터 센터 캠퍼스 신청을 정책 및 규제 환경 변화를 이유로 철회했다. https://slicast.com/article/7q3qwx Slicast en 2026-09-28T15:41:08.000Z Canada's Pembina Pipeline advances a gas-fired data center project, integrating energy infrastructure with compute capacity. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-09-28T15:41:08.000Z 加拿大Pembina Pipeline推进一个燃气驱动的数据中心项目，将能源基础设施与计算容量整合。 https://slicast.com/ko/article/7q3qwx Slicast ko 2026-09-28T15:41:08.000Z 캐나다의 Pembina Pipeline이 가스 연료 데이터센터 프로젝트를 추진하며 에너지 인프라와 컴퓨팅 용량을 통합하고 있습니다. https://slicast.com/article/taprpo Slicast en 2026-09-28T15:38:40.000Z Colombia Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/taprpo Slicast zh-cn 2026-09-28T15:38:40.000Z 哥伦比亚数据中心代管市场 - 供给与需求 https://slicast.com/article/ahpytb Slicast en 2026-09-28T15:35:00.000Z ChangXin Memory Technologies (CXMT) announces CNY 24.1 billion capex for capacity expansion and is building in-house DRAM testing capabilities. https://slicast.com/zh/article/ahpytb Slicast zh-cn 2026-09-28T15:35:00.000Z 长鑫存储（CXMT）宣布投入人民币24.1亿元用于产能扩张，并正在建立自主DRAM测试能力。 https://slicast.com/ko/article/ahpytb Slicast ko 2026-09-28T15:35:00.000Z ChangXin Memory Technologies (CXMT)가 용량 확장을 위한 CNY 24.1 billion 규모의 capex를 발표했으며 자체 DRAM 테스팅 역량을 구축 중입니다. https://slicast.com/article/1baypwx Slicast en 2026-09-28T15:34:24.000Z A new coalition releases records and seeks a pause on water-deal agreements fueling AI data center expansion in Texas. https://slicast.com/zh/article/1baypwx Slicast zh-cn 2026-09-28T15:34:24.000Z 一个新联盟公开记录并要求暂停为德州AI数据中心扩张融资的水资源协议。 https://slicast.com/ko/article/1baypwx Slicast ko 2026-09-28T15:34:24.000Z 새로운 연합이 기록을 공개하고 텍사스의 AI 데이터 센터 확장을 촉진하는 물 거래 계약의 일시 중단을 요청한다. https://slicast.com/article/eqh34d Slicast en 2026-09-28T15:30:00.000Z OpenAI's Hardware chief details the Jalapeño inference chip design in an exclusive interview transcript. https://slicast.com/zh/article/eqh34d Slicast zh-cn 2026-09-28T15:30:00.000Z OpenAI硬件负责人在独家采访中详述Jalapeño推理芯片设计。 https://slicast.com/ko/article/eqh34d Slicast ko 2026-09-28T15:30:00.000Z OpenAI의 하드웨어 최고책임자가 단독 인터뷰 스크립트에서 Jalapeño 추론 칩 설계를 상세히 설명한다. https://slicast.com/article/1187vjf Slicast en 2026-09-28T15:15:51.000Z Supercapacitors can smooth millisecond-scale AI power transients, but experts see them complementing rather than replacing traditional UPS and battery systems. https://slicast.com/zh/article/1187vjf Slicast zh-cn 2026-09-28T15:15:51.000Z 超级电容器可以平滑毫秒级AI功率波动，但专家认为它们是对不间断电源和电池系统的补充而非替代。 https://slicast.com/ko/article/1187vjf Slicast ko 2026-09-28T15:15:51.000Z 슈퍼캐퍼시터는 밀리초 규모의 AI 전력 순간 변동을 완화할 수 있지만, 전문가들은 이들이 기존 UPS 및 배터리 시스템을 대체하기보다는 보완할 것으로 본다. https://slicast.com/article/1yn0zul Slicast en 2026-09-28T15:09:50.000Z Piper Sandler projects Google's in-house TPU chip revenue reaching $104 billion by 2028. https://slicast.com/zh/article/1yn0zul Slicast zh-cn 2026-09-28T15:09:50.000Z 派杰证券预测谷歌自研TPU芯片收入到2028年将达1040亿美元。 https://slicast.com/ko/article/1yn0zul Slicast ko 2026-09-28T15:09:50.000Z Piper Sandler는 Google의 자체 TPU 칩 매출이 2028년까지 $104 billion에 달할 것으로 전망합니다. https://slicast.com/article/gp6vh3 Slicast en 2026-09-28T15:09:05.000Z Bloom Energy's fuel-cell power solution for a major AI data center customer encounters a deal stall. https://slicast.com/zh/article/gp6vh3 Slicast zh-cn 2026-09-28T15:09:05.000Z Bloom Energy为主要AI数据中心客户提供的燃料电池电源解决方案陷入交易停滞。 https://slicast.com/ko/article/gp6vh3 Slicast ko 2026-09-28T15:09:05.000Z Bloom Energy의 주요 AI 데이터센터 고객용 연료전지 전력 솔루션이 거래 정체에 직면했다. https://slicast.com/article/17tq591 Slicast en 2026-09-28T15:03:00.000Z SK Hynix drops 6% on Bloomberg reporting a potential $100 billion Solidigm IPO; Micron and Western Digital also decline. https://slicast.com/zh/article/17tq591 Slicast zh-cn 2026-09-28T15:03:00.000Z 彭博报道Solidigm潜在1000亿美元IPO估值，SK海力士股价下跌6%；美光和西部数据也随之下滑。 https://slicast.com/ko/article/17tq591 Slicast ko 2026-09-28T15:03:00.000Z SK Hynix가 잠재적 $100 billion Solidigm IPO 관련 Bloomberg 보도에 6% 하락했으며, Micron과 Western Digital도 하락했다. https://slicast.com/article/1l6q6u9 Slicast en 2026-09-28T15:02:06.000Z Nvidia announces a record $150 billion stock buyback program. https://slicast.com/zh/article/1l6q6u9 Slicast zh-cn 2026-09-28T15:02:06.000Z 英伟达宣布创纪录的1500亿美元股票回购计划。 https://slicast.com/ko/article/1l6q6u9 Slicast ko 2026-09-28T15:02:06.000Z 엔비디아가 사상 최대 규모인 1천5백억 달러 자사주 매입 프로그램을 발표했다. https://slicast.com/article/1xfsjxx Slicast en 2026-09-28T15:01:00.000Z The Information examines how AI's $15 trillion infrastructure buildout is reshaping data center financing models, power-purchase agreements, and risk structures. https://slicast.com/zh/article/1xfsjxx Slicast zh-cn 2026-09-28T15:01:00.000Z 《信息时报》分析AI基础设施1500亿美元投入如何重塑数据中心融资模式、购电协议和风险结构。 https://slicast.com/ko/article/1xfsjxx Slicast ko 2026-09-28T15:01:00.000Z The Information은 AI의 $15 trillion 인프라 구축이 데이터 센터 금융 모델, 전력 구매 계약, 위험 구조를 재편하는 방식을 분석한다. https://slicast.com/article/1wjuq2w Slicast en 2026-09-28T15:00:23.000Z Virginia Senate fails to pass a ratepayer-protection bill, effectively blocking AI data centers' permission to build in the state. https://slicast.com/zh/article/1wjuq2w Slicast zh-cn 2026-09-28T15:00:23.000Z 弗吉尼亚州参议院未能通过费率保护法案，实际上阻止了AI数据中心在该州的建设权。 https://slicast.com/ko/article/1wjuq2w Slicast ko 2026-09-28T15:00:23.000Z 버지니아 상원이 요금 납부자 보호 법안 통과에 실패했으며, 사실상 AI 데이터센터의 주 내 건설 허가를 차단했다. https://slicast.com/article/1n09ue0 Slicast en 2026-09-28T15:00:00.000Z IP Infusion announces OcNOS support for Broadcom's Qumran3 networking family at SCTE TechExpo, targeting AI data center fabric economics. https://slicast.com/zh/article/1n09ue0 Slicast zh-cn 2026-09-28T15:00:00.000Z IP Infusion在SCTE TechExpo宣布为Broadcom Qumran3网络系列提供OcNOS支持，针对AI数据中心架构经济性。 https://slicast.com/ko/article/1n09ue0 Slicast ko 2026-09-28T15:00:00.000Z IP Infusion이 SCTE TechExpo에서 Broadcom Qumran3 네트워킹 제품군의 OcNOS 지원을 발표, AI 데이터센터 패브릭 경제성을 겨냥한다. https://slicast.com/article/w45a97 Slicast en 2026-09-28T14:52:17.000Z ASML CEO warns that excessive China export controls on chip-making equipment risk accelerating development of rival EUV lithography and parallel semiconductor fabs. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-09-28T14:52:17.000Z ASML首席执行官警告对华芯片制造设备出口管制过度可能加速对手EUV光刻和平行晶圆厂的发展。 https://slicast.com/ko/article/w45a97 Slicast ko 2026-09-28T14:52:17.000Z ASML CEO가 칩 제조 장비에 대한 과도한 중국 수출 통제가 경쟁사 EUV 리소그래피와 병렬 반도체 팹의 개발을 가속화할 위험이 있다고 경고했다. https://slicast.com/article/paxh93 Slicast en 2026-09-28T14:45:00.000Z Nokia positioned as a 'networking juggernaut' offering connectivity and infrastructure solutions critical to AI data center buildout. https://slicast.com/zh/article/paxh93 Slicast zh-cn 2026-09-28T14:45:00.000Z Nokia被定位为AI数据中心建设中关键的'网络基础设施巨头'，提供连接和基础设施解决方案。 https://slicast.com/ko/article/paxh93 Slicast ko 2026-09-28T14:45:00.000Z Nokia는 AI 데이터 센터 구축에 필수적인 연결성 및 인프라 솔루션을 제공하는 '네트워킹 강자'로 자리매김하고 있다. https://slicast.com/article/1s9przf Slicast en 2026-09-28T14:45:00.000Z Virginia Tech demonstrates 3D-printed liquid metal (gallium-indium) composites that boost thermal conductivity 40x, enabling advanced heat dissipation in compute systems. https://slicast.com/zh/article/1s9przf Slicast zh-cn 2026-09-28T14:45:00.000Z 弗吉尼亚理工大学展示3D打印液态金属（镓铟）复合材料，热导率提升40倍，实现计算系统的高级散热。 https://slicast.com/ko/article/1s9przf Slicast ko 2026-09-28T14:45:00.000Z Virginia Tech가 3D 프린팅된 액체 금속(갈륨-인듐) 복합재료를 시연했으며, 이는 열 전도도를 40배 향상시켜 컴퓨팅 시스템의 고급 방열을 가능하게 한다. https://slicast.com/article/wpsx4y Slicast en 2026-09-28T14:44:00.000Z Cameco (TSX:CCO) positioned at the centre of the nuclear power revival, with applications to AI data center decarbonization and capacity. https://slicast.com/zh/article/wpsx4y Slicast zh-cn 2026-09-28T14:44:00.000Z Cameco（多伦多交易所:CCO）位于核能复兴的中心，应用于AI数据中心脱碳和电源供应。 https://slicast.com/ko/article/wpsx4y Slicast ko 2026-09-28T14:44:00.000Z Cameco (TSX:CCO)는 원자력 발전 부흥의 중심에 위치하며, AI 데이터센터 탄소 감축 및 전력 용량에 활용됩니다. https://slicast.com/article/1v3jqxn Slicast en 2026-09-28T14:37:15.000Z China signals willingness to grant Nvidia chip approvals for Alibaba and ByteDance under current export-control frameworks. https://slicast.com/zh/article/1v3jqxn Slicast zh-cn 2026-09-28T14:37:15.000Z 中国表示愿意在现有出口管制框架下为阿里巴巴和字节跳动批准英伟达芯片。 https://slicast.com/ko/article/1v3jqxn Slicast ko 2026-09-28T14:37:15.000Z 중국이 현재 수출통제 체계 하에서 Alibaba와 ByteDance에 Nvidia 칩 승인을 부여할 의향을 나타내고 있다. https://slicast.com/article/1i6njkf Slicast en 2026-09-28T14:37:02.000Z Montage Technology announces mass production of Gen5 DDR5 Register Clock Driver (RCD) for next-generation memory subsystems. https://slicast.com/zh/article/1i6njkf Slicast zh-cn 2026-09-28T14:37:02.000Z 蒙太奇技术宣布Gen5 DDR5注册时钟驱动器（RCD）进入量产，用于下一代内存子系统。 https://slicast.com/ko/article/1i6njkf Slicast ko 2026-09-28T14:37:02.000Z 몬테이지 테크놀로지가 차세대 메모리 서브시스템용 Gen5 DDR5 Register Clock Driver(RCD) 대량 생산을 발표했습니다. https://slicast.com/article/1ilt1px Slicast en 2026-09-28T14:32:00.000Z Nvidia combines OpenShell agent software with Sentry, a new hardware watchdog built into chips, to create the Open Agent Safety Platform for autonomous AI agents. https://slicast.com/zh/article/1ilt1px Slicast zh-cn 2026-09-28T14:32:00.000Z 英伟达将OpenShell代理软件与Sentry相结合，Sentry是芯片中的新型硬件监视器，创建开放代理安全平台。 https://slicast.com/ko/article/1ilt1px Slicast ko 2026-09-28T14:32:00.000Z Nvidia가 칩에 내장된 신규 하드웨어 워치독인 Sentry와 OpenShell agent software를 결합하여 자율 AI 에이전트용 Open Agent Safety Platform을 개발합니다. https://slicast.com/article/1rgf3cm Slicast en 2026-09-28T14:30:00.000Z Data Center GPU Market to Grow from USD 29.90 Billion in https://slicast.com/zh/article/1rgf3cm Slicast zh-cn 2026-09-28T14:30:00.000Z 数据中心GPU市场将从$29.90亿增长 https://slicast.com/article/1x5dgo0 Slicast en 2026-09-28T14:23:06.000Z Schneider Electric launched its most powerful Motivair WCDU (Water Cooling Distribution Unit) supporting hybrid air and liquid-cooled environments. https://slicast.com/zh/article/1x5dgo0 Slicast zh-cn 2026-09-28T14:23:06.000Z 施耐德电气推出其功能最强的Motivair WCDU（水冷配电单元），支持混合风冷和液冷环境。 https://slicast.com/ko/article/1x5dgo0 Slicast ko 2026-09-28T14:23:06.000Z Schneider Electric이 하이브리드 에어 및 액체냉각 환경을 지원하는 가장 강력한 Motivair WCDU(Water Cooling Distribution Unit)를 출시했습니다. https://slicast.com/article/73i2m2 Slicast en 2026-09-28T14:21:04.000Z SGE, GE Vernova, Hitachi, and Samsung C&T signed an MoU to deploy BWRX-300 small modular reactors across Europe and the UK. https://slicast.com/zh/article/73i2m2 Slicast zh-cn 2026-09-28T14:21:04.000Z SGE、GE Vernova、日立和三星C&T签署谅解备忘录，将在欧洲和英国部署BWRX-300小模块反应堆。 https://slicast.com/ko/article/73i2m2 Slicast ko 2026-09-28T14:21:04.000Z SGE, GE Vernova, Hitachi, Samsung C&T가 유럽과 영국에 BWRX-300 소형 모듈식 원자로를 배포하기 위한 MoU를 체결했다. https://slicast.com/article/1ad8bhb Slicast en 2026-09-28T14:20:17.000Z ASML warned the Trump administration that restrictive export controls on semiconductor manufacturing equipment to China threaten U.S. chipmaker competitiveness. https://slicast.com/zh/article/1ad8bhb Slicast zh-cn 2026-09-28T14:20:17.000Z ASML警告特朗普政府，对中国半导体制造设备出口的限制性管制威胁美国芯片制造商的竞争力。 https://slicast.com/ko/article/1ad8bhb Slicast ko 2026-09-28T14:20:17.000Z ASML이 Trump 행정부에 중국으로의 반도체 제조 장비 수출 규제가 U.S. 칩 제조사의 경쟁력을 위협한다고 경고했다. https://slicast.com/article/1444bz8 Slicast en 2026-09-28T14:14:40.000Z Virtus Data Centers secured £2.45 billion in financing to accelerate data center construction and expansion across the UK and mainland Europe. https://slicast.com/zh/article/1444bz8 Slicast zh-cn 2026-09-28T14:14:40.000Z Virtus数据中心公司获得24.5亿英镑融资，加速英国和欧洲大陆的数据中心建设和扩展。 https://slicast.com/ko/article/1444bz8 Slicast ko 2026-09-28T14:14:40.000Z Virtus Data Centers가 £2.45 billion의 자금을 확보해 영국과 유럽 본토의 데이터 센터 건설 및 확장을 가속화했다. https://slicast.com/article/1m0rtrg Slicast en 2026-09-28T14:12:47.000Z ChangXin Memory Technology (CXMT) plans Hefei-based R&D and DRAM testing projects using IPO proceeds. https://slicast.com/zh/article/1m0rtrg Slicast zh-cn 2026-09-28T14:12:47.000Z 长鑫存储科技（CXMT）计划利用IPO所得在合肥建立研发和DRAM测试项目。 https://slicast.com/ko/article/1m0rtrg Slicast ko 2026-09-28T14:12:47.000Z ChangXin Memory Technology (CXMT)는 IPO 수익금으로 허페이 기반 R&D 및 DRAM 테스트 프로젝트를 계획합니다. https://slicast.com/article/vfqhok Slicast en 2026-09-28T14:11:44.000Z Digital Realty is developing a cable landing station (CLS) at its LAX12 facility in Los Angeles, expanding undersea interconnect capacity. https://slicast.com/zh/article/vfqhok Slicast zh-cn 2026-09-28T14:11:44.000Z Digital Realty在洛杉矶LAX12设施建设海底光缆登陆站（CLS），扩展跨洋相互连接容量。 https://slicast.com/ko/article/vfqhok Slicast ko 2026-09-28T14:11:44.000Z Digital Realty가 로스앤젤레스의 LAX12 시설에서 해저 케이블 착지국(CLS)을 개발하고 있으며 해저 상호연결 용량을 확대하고 있습니다. https://slicast.com/article/1m9rsy Slicast en 2026-09-28T14:04:00.000Z Piper Sandler projects Google's TPU revenue could reach $104 billion by 2028, raising Alphabet's price target to $400. https://slicast.com/zh/article/1m9rsy Slicast zh-cn 2026-09-28T14:04:00.000Z Piper Sandler预测谷歌TPU收入可能在2028年达到1040亿美元，将Alphabet目标价上调至400美元。 https://slicast.com/ko/article/1m9rsy Slicast ko 2026-09-28T14:04:00.000Z Piper Sandler은 Google의 TPU 수익이 2028년까지 $104 billion에 도달할 것으로 전망하며, Alphabet의 목표주가를 $400으로 인상했습니다. https://slicast.com/article/gxssd5 Slicast en 2026-09-28T14:02:48.000Z AB Energy USA Secures 2GW of Power Units to Meet Growing Data Center Needs https://slicast.com/zh/article/gxssd5 Slicast zh-cn 2026-09-28T14:02:48.000Z AB Energy USA获得2GW电源设备满足数据中心需求增长 https://slicast.com/article/izlagj Slicast en 2026-09-28T14:00:58.000Z Cerebras announced it will supply AI computing systems to Gimlet Labs, a cloud computing startup. https://slicast.com/zh/article/izlagj Slicast zh-cn 2026-09-28T14:00:58.000Z Cerebras宣布将向云计算初创公司Gimlet Labs供应AI计算系统。 https://slicast.com/ko/article/izlagj Slicast ko 2026-09-28T14:00:58.000Z Cerebras가 AI 컴퓨팅 시스템을 클라우드 컴퓨팅 스타트업 Gimlet Labs에 공급하겠다고 발표했다. https://slicast.com/article/wt4ang Slicast en 2026-09-28T14:00:00.000Z Seligman Ventures doubled its deployable capital to $1 billion, targeting AI infrastructure investment opportunities. https://slicast.com/zh/article/wt4ang Slicast zh-cn 2026-09-28T14:00:00.000Z Seligman Ventures将可部署资本翻倍至10亿美元，瞄准AI基础设施投资机会。 https://slicast.com/ko/article/wt4ang Slicast ko 2026-09-28T14:00:00.000Z Seligman Ventures가 배치 가능한 자본을 $1 billion으로 두 배 늘렸으며, AI 인프라 투자 기회를 목표로 합니다. https://slicast.com/article/gav29d Slicast en 2026-09-28T13:53:08.000Z Analysts forecast Applied Digital's Q1FY27 revenue at $134.86 million, reflecting strong enterprise demand for independent GPU cloud capacity. https://slicast.com/zh/article/gav29d Slicast zh-cn 2026-09-28T13:53:08.000Z 分析师预测Applied Digital Q1FY27收入为1.3486亿美元，反映企业对独立GPU云容量需求强劲。 https://slicast.com/ko/article/gav29d Slicast ko 2026-09-28T13:53:08.000Z 분석가들은 Applied Digital의 Q1FY27 매출을 $134.86 million으로 전망하며, 독립적 GPU 클라우드 용량에 대한 강력한 기업 수요를 반영합니다. https://slicast.com/article/1kosnpy Slicast en 2026-09-28T13:45:07.000Z Elon Musk told Chinese TV that China will close the advanced chip gap with the U.S., contradicting earlier pacing-restriction positions he backed. https://slicast.com/zh/article/1kosnpy Slicast zh-cn 2026-09-28T13:45:07.000Z 埃隆·马斯克在中国电视上表示中国将缩小与美国的先进芯片差距，与他之前支持的限速限制相悖。 https://slicast.com/ko/article/1kosnpy Slicast ko 2026-09-28T13:45:07.000Z Elon Musk이 중국 TV에서 중국이 U.S.와의 첨단 칩 격차를 해소할 것이라고 말했는데, 이는 그가 이전에 지지했던 칩 규제 입장과 모순된다. https://slicast.com/article/ihhz8n Slicast en 2026-09-28T13:42:02.000Z Tennessee officials Taylor and Pearson disagreed on data center policy directly affecting xAI's Colossus facility deployment timeline. https://slicast.com/zh/article/ihhz8n Slicast zh-cn 2026-09-28T13:42:02.000Z 田纳西州官员Taylor和Pearson就影响xAI Colossus设施部署时间表的数据中心政策存在分歧。 https://slicast.com/ko/article/ihhz8n Slicast ko 2026-09-28T13:42:02.000Z 테네시 관계자 Taylor와 Pearson이 xAI의 Colossus 시설 배포 일정에 직접 영향을 미치는 데이터 센터 정책에 대해 의견이 엇갈렸다. https://slicast.com/article/1v8b2pc Slicast en 2026-09-28T13:38:27.000Z China is considering allowing ByteDance and Alibaba to purchase Nvidia RTX PRO 5500 GPUs, potentially easing semiconductor export restrictions for major domestic tech firms. https://slicast.com/zh/article/1v8b2pc Slicast zh-cn 2026-09-28T13:38:27.000Z 中国考虑允许字节跳动和阿里巴巴购买英伟达RTX PRO 5500 GPU，可能缓解对大型国内科技公司的半导体出口限制。 https://slicast.com/ko/article/1v8b2pc Slicast ko 2026-09-28T13:38:27.000Z 중국이 ByteDance와 Alibaba의 Nvidia RTX PRO 5500 GPU 구매 허용을 검토 중이며, 주요 국내 기술 기업의 반도체 수출 제한을 완화할 가능성이 있다. https://slicast.com/article/1wdmuhc Slicast en 2026-09-28T13:32:22.000Z Wingspire Data Centers secured a rare asset-backed securities (ABS) deal for AI infrastructure financing, establishing a novel capital structure for the sector. https://slicast.com/zh/article/1wdmuhc Slicast zh-cn 2026-09-28T13:32:22.000Z Wingspire数据中心公司获得罕见的资产担保证券（ABS）交易用于AI基础设施融资，为该行业建立新颖的资本结构。 https://slicast.com/ko/article/1wdmuhc Slicast ko 2026-09-28T13:32:22.000Z Wingspire Data Centers는 AI 인프라 자금조달을 위한 희귀한 자산담보부증권(ABS) 거래를 확보하여 해당 업계를 위한 새로운 자본구조를 수립했다. https://slicast.com/article/f2nb4e Slicast en 2026-09-28T13:27:58.000Z SK Hynix is undertaking a massive capital expenditure ramp to expand DRAM and memory production capacity, straining the company's financial position. https://slicast.com/zh/article/f2nb4e Slicast zh-cn 2026-09-28T13:27:58.000Z SK海力士正在进行大规模资本支出增加以扩展DRAM和存储芯片产能，给公司财务状况施加压力。 https://slicast.com/ko/article/f2nb4e Slicast ko 2026-09-28T13:27:58.000Z SK Hynix는 DRAM 및 메모리 생산 능력 확대를 위해 대규모 자본 지출을 대폭 늘리고 있으며, 회사의 재무 상황에 부담을 주고 있다. https://slicast.com/article/1lod2h Slicast en 2026-09-28T13:12:51.000Z Data center investment inflow into India nearly doubled to $9.5 billion, according to CBRE, reflecting accelerating AI infrastructure build-out in the region. https://slicast.com/zh/article/1lod2h Slicast zh-cn 2026-09-28T13:12:51.000Z 根据CBRE数据，数据中心投资流入印度接近翻倍至95亿美元，反映该地区AI基础设施建设加速。 https://slicast.com/ko/article/1lod2h Slicast ko 2026-09-28T13:12:51.000Z 인도로의 데이터센터 투자 유입이 거의 2배로 증가하여 $9.5 billion에 달했으며, CBRE에 따르면 이는 지역의 가속화되는 AI 인프라 구축을 반영합니다. https://slicast.com/article/bz4s1c Slicast en 2026-09-28T13:00:00.000Z Submer Group Launches Corenix to Deliver Modular Data Center Platforms for Accelerated Computing https://slicast.com/zh/article/bz4s1c Slicast zh-cn 2026-09-28T13:00:00.000Z Submer Group推出Corenix交付加速计算模块化数据中心平台 https://slicast.com/article/1kuachx Slicast en 2026-09-28T12:38:32.000Z Applied Digital's contracted backlog has reached $31 billion ahead of October 8 earnings, a major infrastructure demand milestone. https://slicast.com/zh/article/1kuachx Slicast zh-cn 2026-09-28T12:38:32.000Z Applied Digital 合同积压达 310 亿美元，创基础设施需求重要里程碑，领先 10 月 8 日财报。 https://slicast.com/article/1ryawdw Slicast en 2026-09-28T12:20:47.000Z Amazon commits $25 billion to custom AI chip development, accelerating hyperscaler vertical integration into silicon. https://slicast.com/zh/article/1ryawdw Slicast zh-cn 2026-09-28T12:20:47.000Z Amazon投入25亿美元开发定制AI芯片，加速超大规模云厂商硅芯片纵向整合。 https://slicast.com/article/1ng0zhj Slicast en 2026-09-28T12:05:00.000Z Volato Group’s Alignment Engine Subsidiary Signs $1.2 Billion in AI Infrastructure Orders with Large AI Customer https://slicast.com/zh/article/1ng0zhj Slicast zh-cn 2026-09-28T12:05:00.000Z Volato Group的Alignment Engine子公司与大型AI客户签署$12亿AI基础设施订单 https://slicast.com/article/13dq3es Slicast en 2026-09-28T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/13dq3es Slicast zh-cn 2026-09-28T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/97n8gc Slicast en 2026-09-28T12:00:00.000Z Salute supports NVIDIA-Powered AI Infrastructure as customer deployments expand beyond 20 GW globally https://slicast.com/zh/article/97n8gc Slicast zh-cn 2026-09-28T12:00:00.000Z Salute支持NVIDIA驱动AI基础设施，客户部署超过20 GW https://slicast.com/article/j0k8h8 Slicast en 2026-09-28T12:00:00.000Z TensorWave Expands Executive Leadership Team as Company Scales AI Infrastructure Operations https://slicast.com/zh/article/j0k8h8 Slicast zh-cn 2026-09-28T12:00:00.000Z TensorWave在扩展AI基础设施运营时扩大高管团队 https://slicast.com/article/r5wgs4 Slicast en 2026-09-28T12:00:00.000Z ADVANCED MICRO DEVICES INC files 8-K: unregistered sale of equity https://slicast.com/zh/article/r5wgs4 Slicast zh-cn 2026-09-28T12:00:00.000Z ADVANCED MICRO DEVICES INC 提交 8-K：重大事件 https://slicast.com/article/xe00hc Slicast en 2026-09-28T11:48:03.000Z Crusoe Energy walks away from a planned $1.25 billion power generation deal with Boom Turbine amid intensifying AI power race competition. https://slicast.com/zh/article/xe00hc Slicast zh-cn 2026-09-28T11:48:03.000Z Crusoe Energy因AI电力竞争加剧，放弃与Boom Turbine的12.5亿美元发电交易。 https://slicast.com/article/wtok1h Slicast en 2026-09-28T11:17:22.000Z Akamai signs an $11.6 billion compute capacity deal with Anthropic, leasing infrastructure for CPU workloads independent of hyperscaler clouds. https://slicast.com/zh/article/wtok1h Slicast zh-cn 2026-09-28T11:17:22.000Z Akamai 与 Anthropic 签署 $11.6 亿美元计算容量交易，租赁独立于超大规模云的 CPU 工作负载基础设施。 https://slicast.com/article/1niywg5 Slicast en 2026-09-28T11:17:19.000Z Nscale closes a $3.36 billion pre-IPO convertible loan round from major institutional investors for AI infrastructure buildout. https://slicast.com/zh/article/1niywg5 Slicast zh-cn 2026-09-28T11:17:19.000Z Nscale 完成 $3.36 亿美元 pre-IPO convertible loan 融资，用于 AI 基础设施建设。 https://slicast.com/article/1ewpodv Slicast en 2026-09-28T09:29:42.000Z Oman Data Center Market - Investment Analysis and Growth https://slicast.com/zh/article/1ewpodv Slicast zh-cn 2026-09-28T09:29:42.000Z 阿曼数据中心市场 - 投资分析与增长 https://slicast.com/article/3a9gyw Slicast en 2026-09-28T08:30:00.000Z Data Center Liquid Cooling Fluids Market to Hit USD 4.05 Billion by 2035 at 30.0% CAGR | SNS Insider https://slicast.com/zh/article/3a9gyw Slicast zh-cn 2026-09-28T08:30:00.000Z 数据中心液冷流体市场到2035年达$40.5亿，复合年增长率30.0% | SNS Insider https://slicast.com/article/1j7ld26 Slicast en 2026-09-28T07:15:00.000Z Midea To Unveil Industry-First Power-Cooling Hyperconvergence Architecture at Data Center World Asia 2026 https://slicast.com/zh/article/1j7ld26 Slicast zh-cn 2026-09-28T07:15:00.000Z Midea将在2026年亚洲数据中心世界大会上推出业界首个电力-冷却超融合架构