https://slicast.com/commentary/nscale-2026-09-22 Slicast en 2026-09-22T21:30:55.729Z Nscale IPO, September 2026: $103.4 Billion in Contracted AI Infrastructure Tests the Neocloud Model https://slicast.com/zh/commentary/nscale-2026-09-22 Slicast zh-cn 2026-09-22T21:30:55.729Z Nscale IPO，2026年9月：1034亿美元合约储备检验新云厂商商业逻辑 https://slicast.com/brief/2026-09-23 Slicast en 2026-09-22T21:19:15.088Z AI Infrastructure Briefing — 2026-09-23 https://slicast.com/zh/brief/2026-09-23 Slicast zh-cn 2026-09-22T21:19:15.088Z AI 基础设施早报 · 2026-09-23 https://slicast.com/ko/brief/2026-09-23 Slicast ko 2026-09-22T21:19:15.088Z AI 인프라 브리핑 · 2026-09-23 https://slicast.com/article/1vtxxf2 Slicast en 2026-09-22T20:48:19.000Z Alibaba has unveiled its Zhenwu V900 AI chip, developed domestically amid US export controls on advanced semiconductor technology to China. https://slicast.com/zh/article/1vtxxf2 Slicast zh-cn 2026-09-22T20:48:19.000Z 阿里巴巴推出国产Zhenwu V900 AI芯片，在美国对华先进半导体出口管制背景下实现本土化开发。 https://slicast.com/article/ava6y4 Slicast en 2026-09-22T20:16:56.000Z European AI chip startup Euclyd has raised €200 million in funding to develop specialized AI silicon. https://slicast.com/zh/article/ava6y4 Slicast zh-cn 2026-09-22T20:16:56.000Z 欧洲AI芯片初创企业Euclyd完成2亿欧元融资，用于开发专用AI硅芯片。 https://slicast.com/article/auuuiy Slicast en 2026-09-22T19:52:11.000Z Internet2 and Cisco have deployed new AI PODs at the University of Nebraska–Lincoln and Sacramento State to expand shared compute capacity for research and education. https://slicast.com/zh/article/auuuiy Slicast zh-cn 2026-09-22T19:52:11.000Z Internet2与Cisco在内布拉斯加大学林肯分校和萨克拉门托州立大学部署新的AI POD，扩展用于研究和教育的共享计算能力。 https://slicast.com/article/1nazr45 Slicast en 2026-09-22T19:46:31.000Z Coherent Corp. has launched PhotonLink, an integrated optics platform combining Coherent's optical components for AI infrastructure interconnect. https://slicast.com/zh/article/1nazr45 Slicast zh-cn 2026-09-22T19:46:31.000Z Coherent公司推出PhotonLink集成光学平台，整合其光学器件组合用于AI基础设施互连。 https://slicast.com/article/5v136o Slicast en 2026-09-22T19:43:48.000Z Grayscale has converted its Bitcoin Miners ETF into an AI Compute Fund with new GCPU ticker, reflecting miners' pivot toward GPU hosting and compute services. https://slicast.com/zh/article/5v136o Slicast zh-cn 2026-09-22T19:43:48.000Z Grayscale将其比特币矿工ETF转换为AI计算基金，新代码为GCPU，反映矿工向GPU托管和计算服务的转向。 https://slicast.com/article/go9qgh Slicast en 2026-09-22T19:29:56.000Z An Australian state has mandated energy storage requirements for new data center deployments, raising operational and capital barriers to new capacity expansion. https://slicast.com/zh/article/go9qgh Slicast zh-cn 2026-09-22T19:29:56.000Z 澳大利亚某州对新建数据中心部署强制储能要求，提高了新增容量的运营和资本成本门槛。 https://slicast.com/article/147equv Slicast en 2026-09-22T19:02:00.000Z Marathon Digital (MARA) stock has surged as Wall Street reprices the company's pivot from cryptocurrency mining toward AI compute hosting. https://slicast.com/zh/article/147equv Slicast zh-cn 2026-09-22T19:02:00.000Z Marathon Digital (MARA)股价上涨，华尔街调整其从加密货币挖矿向AI计算托管转向的估值。 https://slicast.com/article/10xa1ln Slicast en 2026-09-22T18:43:10.000Z Reserve Bank of Australia analysis shows AI data center funding has surged to a record $35 billion in 2026, setting an annual peak for infrastructure investment. https://slicast.com/zh/article/10xa1ln Slicast zh-cn 2026-09-22T18:43:10.000Z 澳大利亚储备银行分析显示AI数据中心融资已飙升至2026年创纪录的350亿美元，创基础设施投资年度新高。 https://slicast.com/article/1m079n7 Slicast en 2026-09-22T18:31:00.000Z UBS has sharply raised its forecast for TSMC CoWoS advanced package capacity, projecting 2027 demand will nearly double from 2026 levels. https://slicast.com/zh/article/1m079n7 Slicast zh-cn 2026-09-22T18:31:00.000Z 瑞银大幅上调对台积电CoWoS先进封装产能的预测，预计2027年需求将较2026年增长近一倍。 https://slicast.com/article/1ndypnr Slicast en 2026-09-22T18:11:03.000Z Nscale's IPO filing reveals $103.4 billion in active and contracted AI infrastructure agreements, providing visibility into committed customer demand. https://slicast.com/zh/article/1ndypnr Slicast zh-cn 2026-09-22T18:11:03.000Z Nscale的IPO申报披露了1034亿美元活跃和已签约AI基础设施协议，提供了对已承诺客户需求的可见性。 https://slicast.com/article/1n0umk3 Slicast en 2026-09-22T17:48:08.000Z US President Trump and Chinese President Xi are scheduled to discuss AI risks and competition at an upcoming bilateral summit, signaling potential policy shifts in chips and data sovereignty. https://slicast.com/zh/article/1n0umk3 Slicast zh-cn 2026-09-22T17:48:08.000Z 美国总统特朗普与中国主席习近平计划在即将召开的双边峰会上讨论AI风险和竞争，表明芯片和数据主权政策可能调整。 https://slicast.com/article/343kij Slicast en 2026-09-22T17:20:51.000Z European semiconductor company SiPearl is reviving CPU development initiatives for HPC and AI, led by former STMicroelectronics engineer Philippe Notton. https://slicast.com/zh/article/343kij Slicast zh-cn 2026-09-22T17:20:51.000Z 欧洲半导体公司SiPearl在STMicroelectronics前工程师Philippe Notton的领导下复兴CPU开发计划，针对高性能计算和AI应用。 https://slicast.com/article/wdysux Slicast en 2026-09-22T17:20:24.000Z Nutanix acquires Ryax Technologies to enhance AI infrastructure optimization capabilities for agentic AI workloads. https://slicast.com/zh/article/wdysux Slicast zh-cn 2026-09-22T17:20:24.000Z Nutanix收购AI基础设施软件公司Ryax Technologies，以增强其AI基础设施优化能力，特别是针对智能体AI工作负载。 https://slicast.com/article/1yk5wnt Slicast en 2026-09-22T17:20:00.000Z Senior US Senate Democrats argue that Trump administration export control policies are failing to effectively block China's access to advanced American AI chips. https://slicast.com/zh/article/1yk5wnt Slicast zh-cn 2026-09-22T17:20:00.000Z 美国民主党参议员表示，特朗普政府的出口管制政策未能有效阻止中国获取美国先进AI芯片。 https://slicast.com/article/e5evew Slicast en 2026-09-22T17:00:42.000Z AI infrastructure firm Accelevation targets a $5.4 billion valuation in a US IPO. https://slicast.com/zh/article/e5evew Slicast zh-cn 2026-09-22T17:00:42.000Z AI基础设施公司Accelevation在美国IPO中目标估值达54亿美元。 https://slicast.com/article/yxl9y7 Slicast en 2026-09-22T16:37:49.000Z Chinese chipmaker CXMT claims its DRAM products now match the performance of leading-edge process nodes. https://slicast.com/zh/article/yxl9y7 Slicast zh-cn 2026-09-22T16:37:49.000Z 中国芯片制造商CXMT宣称其DRAM产品性能已与先进工艺节点相当。 https://slicast.com/article/jvpo44 Slicast en 2026-09-22T16:33:27.000Z Indonesian data center operator BDx breaks ground on AI Campus 2 in Jatiluhur with a first 120MW facility scheduled for early 2027 completion. https://slicast.com/zh/article/jvpo44 Slicast zh-cn 2026-09-22T16:33:27.000Z 印尼数据中心运营商BDx在Jatiluhur地区破土动工建设AI Campus 2，首座120MW设施预计2027年初投运。 https://slicast.com/article/syjeq0 Slicast en 2026-09-22T16:32:55.000Z Chinese memory chipmakers CXMT and YMTC compete across DRAM and NAND markets as YMTC enters DRAM territory and CXMT expands NAND production. https://slicast.com/zh/article/syjeq0 Slicast zh-cn 2026-09-22T16:32:55.000Z 中国内存芯片制造商CXMT和长江存储(YMTC)跨越DRAM和NAND市场竞争加剧，长江存储进入DRAM领域，CXMT拓展NAND生产。 https://slicast.com/article/ox1hyh Slicast en 2026-09-22T16:28:56.000Z TSMC builds an Advanced Packaging Validation Hub in Kaohsiung to expand CoWoS advanced packaging capacity for AI accelerators. https://slicast.com/zh/article/ox1hyh Slicast zh-cn 2026-09-22T16:28:56.000Z 台积电在高雄建设先进封装验证中心，以扩大CoWoS先进封装产能，支撑AI加速器芯片的交付。 https://slicast.com/article/hfgfkk Slicast en 2026-09-22T16:13:36.000Z EU introduces new efficiency labels targeting AI data center power and water consumption to standardize sustainability reporting. https://slicast.com/zh/article/hfgfkk Slicast zh-cn 2026-09-22T16:13:36.000Z 欧盟推出新的效率标签标准，针对AI数据中心的功耗和用水等关键指标进行规范化报告。 https://slicast.com/article/1eldsjo Slicast en 2026-09-22T16:13:00.000Z Big Tech companies hit new milestones in asset-backed securitization (ABS) financing to fund AI infrastructure capex expansion. https://slicast.com/zh/article/1eldsjo Slicast zh-cn 2026-09-22T16:13:00.000Z 科技巨头通过资产支持证券化(ABS)融资创造历史新高，用于支撑AI基础设施资本开支扩张。 https://slicast.com/article/j1p5t5 Slicast en 2026-09-22T16:00:00.000Z Alibaba unveils Zhenwu V900 AI chip with more on-package memory than NVIDIA H200, and plans to deploy 20GW of compute by 2032 while developing 4-10 trillion parameter Qwen models. https://slicast.com/zh/article/j1p5t5 Slicast zh-cn 2026-09-22T16:00:00.000Z 阿里巴巴发布Zhenwu V900 AI芯片，单芯片内存容量超过英伟达H200，计划到2032年部署20GW计算能力，同时开发4-10万亿参数的通义千问大模型。 https://slicast.com/article/1k4gbts Slicast en 2026-09-22T16:00:00.000Z European neocloud provider Verda raises $189 million to build AI infrastructure competing with US hyperscalers and dedicated neoclouds. https://slicast.com/zh/article/1k4gbts Slicast zh-cn 2026-09-22T16:00:00.000Z 欧洲云计算公司Verda完成1.89亿美元融资，用于构建与美国超大规模厂商和专业云计算服务商竞争的AI基础设施。 https://slicast.com/article/1cjrp7r Slicast en 2026-09-22T15:50:39.000Z Micron faces competitive pressure from CXMT's mass production ramp and YMTC's entry into DRAM while Taiwan labor dynamics add supply-chain complexity. https://slicast.com/zh/article/1cjrp7r Slicast zh-cn 2026-09-22T15:50:39.000Z 美光面临来自CXMT批量生产爬坡和长江存储进入DRAM市场的竞争压力，同时台湾劳动力动态增加了供应链的复杂性。 https://slicast.com/article/1xrwrm5 Slicast en 2026-09-22T15:30:00.000Z EU legislators propose changing GDPR rules to accommodate AI; privacy advocacy group Schrems campaign threatens legal challenge. https://slicast.com/zh/article/1xrwrm5 Slicast zh-cn 2026-09-22T15:30:00.000Z 欧盟立法者提议修改GDPR规则以适应AI；隐私倡导组织Schrems运动威胁发起法律诉讼。 https://slicast.com/article/1axbky1 Slicast en 2026-09-22T15:12:17.000Z Intel stock rallies 25% in five days as CPU demand accelerates alongside growing adoption of AI agents in enterprise. https://slicast.com/zh/article/1axbky1 Slicast zh-cn 2026-09-22T15:12:17.000Z 英特尔股票在五天内上涨25%，因为企业AI智能体采用加速导致CPU需求激增。 https://slicast.com/article/1mmlxxs Slicast en 2026-09-22T15:05:19.000Z Alibaba unveils Zhenwu V900, positioned as China's most powerful AI chip, amid rising US-China tension over AI technology export controls. https://slicast.com/zh/article/1mmlxxs Slicast zh-cn 2026-09-22T15:05:19.000Z 阿里巴巴推出Zhenwu V900，定位为中国最强大的AI芯片，背景是美中AI技术出口管制紧张升级。 https://slicast.com/article/14g098w Slicast en 2026-09-22T15:01:42.000Z Broadcom stock could climb 35% higher on analyst bullish thesis, powered by surging AI data center networking demand for custom silicon and switching. https://slicast.com/zh/article/14g098w Slicast zh-cn 2026-09-22T15:01:42.000Z Broadcom股票可能再上升35%，因为分析师看好AI数据中心网络需求带来的定制硅芯片和交换机销售激增。 https://slicast.com/article/1yk9e5a Slicast en 2026-09-22T15:00:58.000Z NVIDIA launches DSX Ready qualification program to certify data center power and cooling hardware for AI-era infrastructure. https://slicast.com/zh/article/1yk9e5a Slicast zh-cn 2026-09-22T15:00:58.000Z NVIDIA推出DSX Ready认证项目，用于认证AI时代数据中心的电源和冷却硬件。 https://slicast.com/article/154d7ag Slicast en 2026-09-22T14:54:52.000Z Alibaba strengthens AI position by unveiling new chips and models, signaling intent to compete in global AI infrastructure market. https://slicast.com/zh/article/154d7ag Slicast zh-cn 2026-09-22T14:54:52.000Z 阿里巴巴推出新芯片和模型强化AI地位，表明在全球AI基础设施市场竞争的意图。 https://slicast.com/article/rmgyyq Slicast en 2026-09-22T14:53:40.000Z California regulators pass bills requiring data centers to pay for grid infrastructure upgrades and bear a larger share of system costs. https://slicast.com/zh/article/rmgyyq Slicast zh-cn 2026-09-22T14:53:40.000Z 加州监管机构通过法案，要求数据中心为电网基础设施升级付费并承担更多系统成本。 https://slicast.com/article/1k1acql Slicast en 2026-09-22T14:40:38.000Z Commentary argues AI infrastructure buildout (specifically OpenAI's Stargate initiative) requires continued aggressive data center construction. https://slicast.com/zh/article/1k1acql Slicast zh-cn 2026-09-22T14:40:38.000Z 评论文章主张AI基础设施建设（特别是OpenAI的Stargate项目）需要持续积极的数据中心建设。 https://slicast.com/article/1vy7z0h Slicast en 2026-09-22T14:37:04.000Z SiPearl delivers first samples of Rhea1 European CPU to Bull for the JUPITER sovereign supercomputer, advancing EU semiconductor autonomy in HPC and AI. https://slicast.com/zh/article/1vy7z0h Slicast zh-cn 2026-09-22T14:37:04.000Z SiPearl向Bull交付Rhea1欧洲CPU首批样品用于JUPITER主权超级计算机，推进欧盟在HPC和AI中的芯片自主权。 https://slicast.com/article/1036blt Slicast en 2026-09-22T14:36:44.000Z Nutanix acquires Ryax Technologies to integrate GPU management and orchestration across enterprise AI platforms, addressing GPU bottleneck constraints in agentic AI workloads. https://slicast.com/zh/article/1036blt Slicast zh-cn 2026-09-22T14:36:44.000Z Nutanix收购Ryax Technologies，在企业AI平台集成GPU管理和编排，解决AI智能体工作负载的GPU瓶颈。 https://slicast.com/article/14ecgnf Slicast en 2026-09-22T14:35:07.000Z China tightens export reviews on indium ingots, a critical semiconductor material, as global buyers seek alternative sources amid supply uncertainty. https://slicast.com/zh/article/14ecgnf Slicast zh-cn 2026-09-22T14:35:07.000Z 中国收紧对铟锭（关键半导体材料）的出口审查，全球买家因供应不确定而寻求替代来源。 https://slicast.com/article/l8o6uq Slicast en 2026-09-22T14:21:34.000Z QTS data centers secure Fitch expected ratings for asset-backed securities (ABS II notes) refinancing in 2026. https://slicast.com/zh/article/l8o6uq Slicast zh-cn 2026-09-22T14:21:34.000Z QTS数据中心获得资产支持证券(ABS II)再融资的惠誉预期评级。 https://slicast.com/article/q5ym49 Slicast en 2026-09-22T14:16:42.000Z Australian government signals data centers will not force families to bear the cost of grid infrastructure expansion required to serve AI datacenter growth. https://slicast.com/zh/article/q5ym49 Slicast zh-cn 2026-09-22T14:16:42.000Z 澳大利亚政府表示数据中心不会强制家庭承担为AI数据中心增长所需的电网基础设施扩展成本。 https://slicast.com/article/1j6ja2t Slicast en 2026-09-22T14:00:34.000Z China's CXMT begins G5 DRAM production and targets NAND flash to rival 三星. https://slicast.com/zh/article/1j6ja2t Slicast zh-cn 2026-09-22T14:00:34.000Z 中国CXMT启动G5 DRAM生产，并瞄准进入NAND闪存领域与三星竞争。 https://slicast.com/article/117u4k6 Slicast en 2026-09-22T13:59:39.000Z Green Datacenter Development is advancing plans for a 200MW data center campus in Schladen-Werla, Germany. https://slicast.com/zh/article/117u4k6 Slicast zh-cn 2026-09-22T13:59:39.000Z Green Datacenter Development推进德国施拉登-维尔拉200MW数据中心园区项目。 https://slicast.com/article/aeo3fe Slicast en 2026-09-22T13:58:35.000Z Cloud services firm Polcom is building its second 40MW data center facility in Skawina, Poland. https://slicast.com/zh/article/aeo3fe Slicast zh-cn 2026-09-22T13:58:35.000Z 云服务公司Polcom在波兰斯卡维纳建设其第二座40MW数据中心。 https://slicast.com/article/6da4qn Slicast en 2026-09-22T13:50:09.000Z 华为 upgrades its Stellar AI Fabric interconnect solution for efficient AI computing production networks, announced at HUAWEI CONNECT 2026. https://slicast.com/zh/article/6da4qn Slicast zh-cn 2026-09-22T13:50:09.000Z 华为升级Stellar AI Fabric互联解决方案以实现高效AI计算生产网络，在HUAWEI CONNECT 2026发布。 https://slicast.com/article/1azl9vg Slicast en 2026-09-22T13:46:36.000Z Texas Governor Abbott directs TCEQ to pause all data center environmental permits pending comprehensive state grid and water capacity audits. https://slicast.com/zh/article/1azl9vg Slicast zh-cn 2026-09-22T13:46:36.000Z 德州州长阿博特指示TCEQ暂停所有数据中心环保许可证，待进行全面的州电网和水容量审计。 https://slicast.com/article/1fcjl5 Slicast en 2026-09-22T13:43:00.000Z 阿里巴巴 Zhenwu V900 AI accelerator chip targets the infrastructure gap left by 英伟达 export controls in China; 阿里巴巴 stock rises 4%. https://slicast.com/zh/article/1fcjl5 Slicast zh-cn 2026-09-22T13:43:00.000Z 阿里巴巴Zhenwu V900 AI加速芯片针对英伟达出口管制在中国留下的空缺，阿里巴巴股价上涨4%。 https://slicast.com/article/o83ggl Slicast en 2026-09-22T13:33:00.000Z Financial commentators recommend nuclear energy ETFs as a hedge on AI data center boom's baseload power demand. https://slicast.com/zh/article/o83ggl Slicast zh-cn 2026-09-22T13:33:00.000Z 金融评论员推荐核能ETF作为AI数据中心热潮基荷电力需求的投资机会。 https://slicast.com/article/qqgj63 Slicast en 2026-09-22T13:32:00.000Z The European Commission's data center sustainability scorecard launches with minimum efficiency standards for EU data centers. https://slicast.com/zh/article/qqgj63 Slicast zh-cn 2026-09-22T13:32:00.000Z 欧盟委员会数据中心可持续发展评分卡启动，为欧盟数据中心制定最低效率标准。 https://slicast.com/article/j9vw1h Slicast en 2026-09-22T13:31:03.000Z Host Digital debuts on NYSE American (ticker: HOST) and exercises its right to acquire a second AI data center site from its sponsor. https://slicast.com/zh/article/j9vw1h Slicast zh-cn 2026-09-22T13:31:03.000Z Host Digital在美国证券交易所上市（代码：HOST），并行使从赞助方收购第二座AI数据中心的权利。 https://slicast.com/article/9c4vr3 Slicast en 2026-09-22T13:30:45.000Z du Tech (Etisalat Digital) executive Jasim Al Awadi highlights the company's focus on sovereign cloud, GPU-as-a-service, and agentic AI in the Middle East. https://slicast.com/zh/article/9c4vr3 Slicast zh-cn 2026-09-22T13:30:45.000Z du Tech(Etisalat Digital)高管Jasim Al Awadi强调公司在中东主权云、GPU即服务和代理AI方面的关注。 https://slicast.com/article/evqxax Slicast en 2026-09-22T13:20:55.000Z OpenAI forecasts $856 billion in computing power spending by 2030. https://slicast.com/zh/article/evqxax Slicast zh-cn 2026-09-22T13:20:55.000Z OpenAI预测到2030年计算能力支出将达8560亿美元。 https://slicast.com/article/113c92y Slicast en 2026-09-22T13:19:33.000Z Victoria, Australia establishes green power rules requiring new data centers to meet renewable energy sustainability standards. https://slicast.com/zh/article/113c92y Slicast zh-cn 2026-09-22T13:19:33.000Z 澳大利亚维多利亚州制定绿电规则，要求新建数据中心符合可再生能源可持续性标准。 https://slicast.com/article/grbkal Slicast en 2026-09-22T13:13:43.000Z Australia's data center boom is expanding AI infrastructure capacity, straining regional power and grid readiness. https://slicast.com/zh/article/grbkal Slicast zh-cn 2026-09-22T13:13:43.000Z 澳大利亚数据中心热潮扩大AI基础设施容量，给地区电力和电网准备造成压力。 https://slicast.com/article/1se8ggi Slicast en 2026-09-22T13:13:32.000Z Liquid-cooling vendor Submer partners with 英特尔 to deploy AI data center infrastructure across Middle East and Africa. https://slicast.com/zh/article/1se8ggi Slicast zh-cn 2026-09-22T13:13:32.000Z 液冷供应商Submer与英特尔合作，在中东和非洲部署AI数据中心基础设施。 https://slicast.com/article/1smqtkj Slicast en 2026-09-22T13:12:00.000Z Nutanix acquires Ryax Technologies to advance AI compute orchestration for hybrid cloud environments. https://slicast.com/zh/article/1smqtkj Slicast zh-cn 2026-09-22T13:12:00.000Z Nutanix收购Ryax Technologies以推进混合云环境的AI计算编排。 https://slicast.com/article/1du2u03 Slicast en 2026-09-22T13:08:11.000Z New Era and Vistra sign a 20-year power purchase agreement to energize a 250MW data center in Ector County, Texas with natural gas from an adjacent Odessa plant. https://slicast.com/zh/article/1du2u03 Slicast zh-cn 2026-09-22T13:08:11.000Z New Era与Vistra旗下公司签署20年购电协议，为得克萨斯州埃克托县一座250MW数据中心供应天然气电力。 https://slicast.com/article/xzs5v6 Slicast en 2026-09-22T13:04:07.000Z Kairos Power partners with Samsung C&T to construct a 50MW small modular reactor (SMR) for Google in Tennessee, targeted for 2030 completion. https://slicast.com/zh/article/xzs5v6 Slicast zh-cn 2026-09-22T13:04:07.000Z Kairos Power与三星C&T合作在田纳西州为谷歌建设50MW小型模块化反应堆（SMR），预计2030年完工。 https://slicast.com/article/1eybyyk Slicast en 2026-09-22T13:02:49.000Z Nscale files for a $35 billion IPO, testing Wall Street's appetite for concentrated neocloud and GPU-cloud infrastructure bets. https://slicast.com/zh/article/1eybyyk Slicast zh-cn 2026-09-22T13:02:49.000Z Nscale申报350亿美元IPO，检验华尔街对GPU云基础设施的投资兴趣。 https://slicast.com/article/1bc07gn Slicast en 2026-09-22T13:00:00.000Z Baselayer raises $35 million Series A to build trust, compliance, and security infrastructure for autonomous AI agent orchestration and deployment. https://slicast.com/zh/article/1bc07gn Slicast zh-cn 2026-09-22T13:00:00.000Z Baselayer融资3500万美元A轮，为自主AI代理编排与部署构建信任、合规与安全基础设施。 https://slicast.com/article/hpaxj8 Slicast en 2026-09-22T12:59:56.000Z Morphotonics raises €40 million to expand data-center optical-component manufacturing, repurposing its display-fabrication technology for 400G+ interconnect optics. https://slicast.com/zh/article/hpaxj8 Slicast zh-cn 2026-09-22T12:59:56.000Z Morphotonics融资4000万欧元扩展数据中心光学元器件制造，复用其显示器制造工艺用于400G+互连光学器件。 https://slicast.com/article/1k6hag0 Slicast en 2026-09-22T12:57:09.000Z Apple reportedly explores a return to the server market with an AI-focused M8 Ultra processor for on-premise and cloud deployments. https://slicast.com/zh/article/1k6hag0 Slicast zh-cn 2026-09-22T12:57:09.000Z 苹果据报考虑推出面向服务器的AI专用M8 Ultra处理器，用于本地部署和云端部署。 https://slicast.com/article/fdj58n Slicast en 2026-09-22T12:55:39.000Z Analysis projects OpenAI could exceed $280 billion in infrastructure spending by 2030, signaling massive Stargate data-center and compute-buildout commitment. https://slicast.com/zh/article/fdj58n Slicast zh-cn 2026-09-22T12:55:39.000Z 分析表明OpenAI到2030年可能超支2800亿美元用于基础设施，表明其对Stargate数据中心与计算能力建设的承诺。 https://slicast.com/article/1b9hef Slicast en 2026-09-22T12:47:36.000Z Chipmakers now offer protein-folding and AI-inference models as managed microservices, simplifying specialized-workload deployment for enterprises lacking deep ML infrastructure expertise. https://slicast.com/zh/article/1b9hef Slicast zh-cn 2026-09-22T12:47:36.000Z 芯片制造商现推出蛋白质折叠与AI推理模型作为托管微服务，简化了企业专业工作负载部署。 https://slicast.com/article/xqoovv Slicast en 2026-09-22T12:33:17.000Z T-Head (Alibaba's chip subsidiary) announces the Zhenwu V900 AI accelerator, signaling Alibaba's vertical-integration strategy to reduce NVIDIA dependency in its infrastructure stack. https://slicast.com/zh/article/xqoovv Slicast zh-cn 2026-09-22T12:33:17.000Z 阿里巴巴芯片子公司平头哥宣布Zhenwu V900 AI加速器，表明阿里的垂直整合战略以减少对NVIDIA的依赖。 https://slicast.com/article/st0c0t Slicast en 2026-09-22T12:30:00.000Z Grayscale Investments launches an AI Compute ETF, providing institutional investors with passive exposure to a diversified basket of data-center and AI-infrastructure companies. https://slicast.com/zh/article/st0c0t Slicast zh-cn 2026-09-22T12:30:00.000Z Grayscale Investments推出AI计算ETF，为机构投资者提供数据中心与AI基础设施公司多元化篮子的被动敞口。 https://slicast.com/article/1q4596l Slicast en 2026-09-22T12:28:36.000Z Dtonic partners with Presight (G42 affiliate) to target global AI-city deployments, combining edge infrastructure and cloud-AI services across emerging markets. https://slicast.com/zh/article/1q4596l Slicast zh-cn 2026-09-22T12:28:36.000Z Dtonic与Presight（G42子公司）合作，面向全球AI城市部署，整合边缘基础设施与云AI服务。 https://slicast.com/article/lgc515 Slicast en 2026-09-22T12:13:41.000Z U.S. and China propose establishing a bilateral hotline and 'AI red lines' to de-escalate AI-related geopolitical tensions and manage competition during formal diplomatic summit. https://slicast.com/zh/article/lgc515 Slicast zh-cn 2026-09-22T12:13:41.000Z 美国与中国提议建立双边热线与'AI红线'以缓和AI相关地缘政治紧张局势，管理正式外交峰会期间的竞争。 https://slicast.com/article/drfayg Slicast en 2026-09-22T12:13:00.000Z Civo plans to deploy 40 edge data centers across Britain to power sovereign AI, with the first site in Hertfordshire (March 2027) housing NVIDIA Vera Rubin systems and a longer-term ambition to scale https://slicast.com/zh/article/drfayg Slicast zh-cn 2026-09-22T12:13:00.000Z Civo计划在英国部署40座边缘数据中心以支撑主权AI，首个站点在赫特福德郡（2027年3月）配置NVIDIA Vera Rubin系统，长期目标扩展至1GW产能。 https://slicast.com/article/b96ywl Slicast en 2026-09-22T12:09:52.000Z CXMT (ChangXin Memory) achieves 50% higher dies-per-wafer density using its new G5 DRAM process technology, improving yield and capacity for AI-chip HBM supply. https://slicast.com/zh/article/b96ywl Slicast zh-cn 2026-09-22T12:09:52.000Z 长鑫存储(CXMT)利用新G5 DRAM工艺实现每晶圆50%更高的芯片密度，提升了AI芯片HBM供应的良率与产能。 https://slicast.com/article/13ncilj Slicast en 2026-09-22T12:00:00.000Z Mitsubishi Electric outlines a 'Chip-to-Grid' blueprint for AI factories powered by NVIDIA, integrating on-site power management, cooling, and grid-integration infrastructure. https://slicast.com/zh/article/13ncilj Slicast zh-cn 2026-09-22T12:00:00.000Z 三菱电机公开'Chip-to-Grid'蓝图，用NVIDIA芯片建设AI工厂，整合本地电力管理、冷却与电网集成基础设施。 https://slicast.com/article/1w2p38a Slicast en 2026-09-22T12:00:00.000Z Go.AI raises $85 million Series A to deploy on-premise AI infrastructure for regulated industries (finance, healthcare, government), positioning itself as an enterprise-AI layer. https://slicast.com/zh/article/1w2p38a Slicast zh-cn 2026-09-22T12:00:00.000Z Go.AI融资8500万美元A轮，为金融、医疗、政府等受管制行业部署本地AI基础设施。 https://slicast.com/article/rpjtdf Slicast en 2026-09-22T11:56:48.000Z Chinese AI chip prices surge 50% year-on-year amid HBM memory shortage, constraining domestic accelerator production and limiting deployment scaling in mainland data centers. https://slicast.com/zh/article/rpjtdf Slicast zh-cn 2026-09-22T11:56:48.000Z 中国AI芯片价格同比上涨50%，因高带宽存储(HBM)短缺制约本土加速器生产与部署扩展。 https://slicast.com/article/1j47in2 Slicast en 2026-09-22T11:56:22.000Z Bitcoin mining hashrate stalls at 934 EH/s as miners pivot GPU and ASIC capacity to AI compute and HPC workloads, signaling structural reallocation of silicon supply. https://slicast.com/zh/article/1j47in2 Slicast zh-cn 2026-09-22T11:56:22.000Z 比特币挖矿算力停留在934 EH/s，矿工将GPU与ASIC产能转向AI计算与HPC工作负载，表明芯片供应的结构性重配置。 https://slicast.com/article/11wo617 Slicast en 2026-09-22T11:40:00.000Z $1 trillion in committed AI infrastructure spending faces a 3-year energy availability wall; power grid constraints may become the binding limit on AI expansion. https://slicast.com/zh/article/11wo617 Slicast zh-cn 2026-09-22T11:40:00.000Z 1万亿美元AI基础设施投资承诺面临3年能源瓶颈；电网约束可能成为AI扩展的制约因素。 https://slicast.com/article/1gdsjy7 Slicast en 2026-09-22T10:50:38.000Z Google inks deal to support nuclear uprates at Georgia Power's Vogtle and Hatch plants, adding 96MW of additional capacity. https://slicast.com/zh/article/1gdsjy7 Slicast zh-cn 2026-09-22T10:50:38.000Z Google与Georgia Power达成协议，支持Vogtle和Hatch核电站升级，增加96MW产能。 https://slicast.com/commentary/aws-2026-09-21 Slicast en 2026-09-21T22:03:00.104Z AWS Infrastructure Build, September 2026: Sydney 235 MW Approval and Qualcomm Chip Deal Frame Amazon's Expanding AI Push https://slicast.com/zh/commentary/aws-2026-09-21 Slicast zh-cn 2026-09-21T22:03:00.104Z AWS基础设施扩张 2026年9月：悉尼235兆瓦批准与高通芯片协议勾勒亚马逊AI建设全貌 https://slicast.com/commentary/mistral-2026-09-21 Slicast en 2026-09-21T21:57:45.144Z Mistral AI Funding, September 2026: Samsung's €3B Series D Values Europe's AI Lab at €21 Billion https://slicast.com/zh/commentary/mistral-2026-09-21 Slicast zh-cn 2026-09-21T21:57:45.144Z Mistral AI融资，2026年9月：三星领投30亿欧元D轮，估值升至210亿欧元 https://slicast.com/commentary/intel-2026-09-21 Slicast en 2026-09-21T21:51:04.706Z Intel INTC stock, September 2026: 14A process gains, SK Hynix fab talks and AI foundry momentum https://slicast.com/zh/commentary/intel-2026-09-21 Slicast zh-cn 2026-09-21T21:51:04.706Z 英特尔 (INTC) 股价，2026年9月：14A制程进展、SK Hynix洽谈与代工转型 https://slicast.com/commentary/amd-2026-09-21 Slicast en 2026-09-21T21:44:06.637Z AMD AI Infrastructure, September 2026: $14B Core Scientific Deal and $450M LUMI-AI Contract Expand the Challenge to NVIDIA https://slicast.com/zh/commentary/amd-2026-09-21 Slicast zh-cn 2026-09-21T21:44:06.637Z AMD AI基础设施战略2026年9月：140亿美元科学核心协议与4.5亿美元LUMI-AI合同能否挑战英伟达格局 https://slicast.com/commentary/meta-2026-09-21 Slicast en 2026-09-21T21:30:01.320Z Meta AI Capex and Infrastructure, September 2026: $69.7 Billion Spend and the Road to Custom Silicon https://slicast.com/zh/commentary/meta-2026-09-21 Slicast zh-cn 2026-09-21T21:30:01.320Z Meta AI资本支出与基础设施布局2026年9月：FY2025支出697亿美元，5GW园区与自研芯片双线推进 https://slicast.com/brief/2026-09-22 Slicast en 2026-09-21T21:20:57.114Z AI Infrastructure Briefing — 2026-09-22 https://slicast.com/zh/brief/2026-09-22 Slicast zh-cn 2026-09-21T21:20:57.114Z AI 基础设施早报 · 2026-09-22 https://slicast.com/ko/brief/2026-09-22 Slicast ko 2026-09-21T21:20:57.114Z AI 인프라 브리핑 · 2026-09-22 https://slicast.com/article/c74fhq Slicast en 2026-09-21T21:10:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-21T21:10:00.000Z 2026 年超大规模厂商资本开支合计约 $7,250 亿,J.P. Morgan 预测 2027 年突破 $1 万亿 https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-21T21:10:00.000Z AI Capex 2026: $690B 인프라 스프린트 https://slicast.com/article/rcdljg Slicast en 2026-09-21T21:09:00.000Z Galaxy delivers 133 MW of critical IT load to CoreWeave as Helios bitcoin mine turns AI hub https://slicast.com/zh/article/rcdljg Slicast zh-cn 2026-09-21T21:09:00.000Z Galaxy Digital Helios 园区向 CoreWeave 完成 133 MW Phase I 交付,全园区远期规划 3.6 GW https://slicast.com/ko/article/rcdljg Slicast ko 2026-09-21T21:09:00.000Z Galaxy, Helios 비트코인 채굴장이 AI 허브로 전환되면서 CoreWeave에 133 MW 핵심 IT 부하 공급 https://slicast.com/article/pxvuk0 Slicast en 2026-09-21T21:08:00.000Z Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship https://slicast.com/zh/article/pxvuk0 Slicast zh-cn 2026-09-21T21:08:00.000Z NVIDIA Vera Rubin HBM4 三家供应商全线量产,Q3 客户发货,Q4 或提前推进 16-Hi https://slicast.com/ko/article/pxvuk0 Slicast ko 2026-09-21T21:08:00.000Z Nvidia Vera Rubin HBM4: Jensen Huang, 3개 공급업체 모두 Q3 양산 확인 https://slicast.com/article/qajj2d Slicast en 2026-09-21T21:07:00.000Z Va. governor rolls out new data center regulations: 'Highest standards in America' https://slicast.com/zh/article/qajj2d Slicast zh-cn 2026-09-21T21:07:00.000Z 弗吉尼亚州长签署第 22 号行政令:25 MW 以上数据中心退出快速审批,禁止政府 NDA https://slicast.com/ko/article/qajj2d Slicast ko 2026-09-21T21:07:00.000Z Va. 주지사, 신규 데이터센터 규정 공개: '미국 최고 수준' https://slicast.com/article/5vf9pd Slicast en 2026-09-21T21:06:00.000Z Anthropic reportedly plans a $2 trillion IPO in October—the largest ever https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-09-21T21:06:00.000Z Anthropic 据报计划 10 月 IPO,目标估值 $2 万亿或成史上最大上市 https://slicast.com/ko/article/5vf9pd Slicast ko 2026-09-21T21:06:00.000Z Anthropic이 10월 2조 달러 규모의 IPO 추진 계획으로 보도됨—역대 최대 https://slicast.com/article/mu5x2a Slicast en 2026-09-21T21:05:00.000Z Nvidia's AI CPU Push Threatens Intel and AMD https://slicast.com/zh/article/mu5x2a Slicast zh-cn 2026-09-21T21:05:00.000Z NVIDIA Vera CPU 进入量产,直接挑战 Intel 与 AMD 数据中心服务器市场 https://slicast.com/ko/article/mu5x2a Slicast ko 2026-09-21T21:05:00.000Z Nvidia의 AI CPU 추진이 Intel과 AMD를 위협 https://slicast.com/article/1fbuttg Slicast en 2026-09-21T21:03:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-09-21T21:03:00.000Z Nebius 宣布 10 月 1 日 GPU 租价上调 17–21%,板块走势三分化 https://slicast.com/ko/article/1fbuttg Slicast ko 2026-09-21T21:03:00.000Z IREN 6% 상승, Nebius 10% 급등, GPU 렌탈 요금 상승 속에 CoreWeave는 하락 https://slicast.com/article/1ekbm7l Slicast en 2026-09-21T21:02:00.000Z Oracle's $18 Billion Data Center Debt Under Pressure https://slicast.com/zh/article/1ekbm7l Slicast zh-cn 2026-09-21T21:02:00.000Z Oracle Project Jupiter $180 亿建设贷款跌至 89–91 美分,辛迪加销售陷入停滞 https://slicast.com/ko/article/1ekbm7l Slicast ko 2026-09-21T21:02:00.000Z Oracle의 $18 Billion Data Center 부채 압박 https://slicast.com/article/1vn0elv Slicast en 2026-09-21T21:01:00.000Z CoreWeave Prices Upsized $3.7 Billion Convertible Senior Notes https://slicast.com/zh/article/1vn0elv Slicast zh-cn 2026-09-21T21:01:00.000Z CoreWeave 今日完成 $37 亿可转债结算,超额认购后从 $30 亿上调 https://slicast.com/ko/article/1vn0elv Slicast ko 2026-09-21T21:01:00.000Z CoreWeave, 규모 확대된 $3.7 Billion 선순위 전환사채 공시 https://slicast.com/article/1ed486p Slicast en 2026-09-21T19:58:45.000Z Nvidia has invested $3 billion in SB Energy shares ahead of SB Energy's anticipated $50 billion US IPO. https://slicast.com/zh/article/1ed486p Slicast zh-cn 2026-09-21T19:58:45.000Z 英伟达在SB Energy即将进行的50亿美元美国IPO前投资30亿美元购入SB Energy股份。 https://slicast.com/ko/article/1ed486p Slicast ko 2026-09-21T19:58:45.000Z Nvidia가 SB Energy의 예상되는 $50 billion US IPO를 앞두고 SB Energy 주식에 $3 billion을 투자했습니다. https://slicast.com/article/1r566z6 Slicast en 2026-09-21T19:49:42.000Z Flexible Circuit Technologies Inc. (FCT), a Minnesota-based manufacturer, introduced a liquid leak detection flex assembly for AI and HPC systems. https://slicast.com/zh/article/1r566z6 Slicast zh-cn 2026-09-21T19:49:42.000Z 总部位于明尼苏达州的Flexible Circuit Technologies Inc.（FCT）推出针对AI和HPC系统的液体泄漏检测柔性组件。 https://slicast.com/ko/article/1r566z6 Slicast ko 2026-09-21T19:49:42.000Z 미네소타 기반 제조업체인 Flexible Circuit Technologies Inc. (FCT)가 AI 및 HPC 시스템용 액체 누수 감지 플렉스 어셈블리를 도입했습니다. https://slicast.com/article/1dpd1mt Slicast en 2026-09-21T19:15:26.000Z MIS is building a 250MW AI data center for HUMAIN in Saudi Arabia in a $2.33 billion project. https://slicast.com/zh/article/1dpd1mt Slicast zh-cn 2026-09-21T19:15:26.000Z MIS正为HUMAIN在沙特阿拉伯建造一座250MW AI数据中心，项目总额为23.3亿美元。 https://slicast.com/ko/article/1dpd1mt Slicast ko 2026-09-21T19:15:26.000Z MIS가 사우디아라비아에서 HUMAIN을 위해 250MW 규모의 AI 데이터센터를 $2.33 billion 프로젝트로 건설 중이다. https://slicast.com/article/1fivfbs Slicast en 2026-09-21T19:10:53.000Z US Treasury Secretary Scott Bessent stated that humans, not AI systems, carry criminal liability, citing OpenAI agents' unauthorized access to Hugging Face. https://slicast.com/zh/article/1fivfbs Slicast zh-cn 2026-09-21T19:10:53.000Z 美国财政部长Scott Bessent表示应由人类而非AI系统对犯罪行为承担刑事责任，并援引OpenAI代理对Hugging Face的未授权访问事件为例。 https://slicast.com/ko/article/1fivfbs Slicast ko 2026-09-21T19:10:53.000Z 미국 재무부 장관 Scott Bessent는 형사 책임은 인간에게 있고 AI 시스템에게는 없다고 말했으며, OpenAI 에이전트의 Hugging Face 무단 접근을 언급했다. https://slicast.com/article/wlx00d Slicast en 2026-09-21T19:04:00.000Z Marvell announced industry-first 2nm optical chips designed to address the AI 'power wall' for interconnects and power delivery. https://slicast.com/zh/article/wlx00d Slicast zh-cn 2026-09-21T19:04:00.000Z Marvell宣布业界首款2nm光学芯片，旨在解决AI互连和功率传输中的'功耗墙'瓶颈。 https://slicast.com/ko/article/wlx00d Slicast ko 2026-09-21T19:04:00.000Z Marvell이 상호연결 및 전력 공급을 위한 AI '파워 월' 문제를 해결하기 위해 설계된 업계 최초의 2nm 광학 칩을 발표했습니다. https://slicast.com/article/tq27jw Slicast en 2026-09-21T19:04:00.000Z CIFR (Core Scientific) stock surged as Wall Street backed its pivot from bitcoin mining to AI data center operations. https://slicast.com/zh/article/tq27jw Slicast zh-cn 2026-09-21T19:04:00.000Z CIFR（Core Scientific）股票大幅上涨，华尔街支持其从比特币挖矿向AI数据中心业务的转向。 https://slicast.com/ko/article/tq27jw Slicast ko 2026-09-21T19:04:00.000Z CIFR (Core Scientific)이 비트코인 채굴에서 AI 데이터센터 운영으로 전환하자 월스트리트의 지지 속에 주가가 급등했다. https://slicast.com/article/1kdnz7c Slicast en 2026-09-21T18:52:07.000Z SB Energy has delayed its IPO amid investor skepticism over valuation, affecting its previously anticipated $50 billion US listing. https://slicast.com/zh/article/1kdnz7c Slicast zh-cn 2026-09-21T18:52:07.000Z SB Energy因投资者对其估值的顾虑而推迟IPO，影响了其预期的50亿美元美国上市计划。 https://slicast.com/ko/article/1kdnz7c Slicast ko 2026-09-21T18:52:07.000Z SB Energy는 밸류에이션을 둘러싼 투자자 회의감 속에서 IPO를 연기했으며, 이전에 기대했던 50억 달러 규모의 미국 상장에 영향을 미쳤다. https://slicast.com/article/1w054b0 Slicast en 2026-09-21T18:45:56.000Z High Bandwidth Memory (HBM) is sold out through 2027, with Micron customers facing acute shortages as demand outpaces supply. https://slicast.com/zh/article/1w054b0 Slicast zh-cn 2026-09-21T18:45:56.000Z 高带宽内存（HBM）已售罄至2027年，Micron的客户面临严重短缺，需求远超供应。 https://slicast.com/ko/article/1w054b0 Slicast ko 2026-09-21T18:45:56.000Z High Bandwidth Memory (HBM)는 2027년까지 매진되었으며, Micron 고객들이 수요 급증으로 인한 심각한 공급 부족에 직면하고 있습니다. https://slicast.com/article/12xl0b9 Slicast en 2026-09-21T18:00:07.000Z Nvidia launched DSX (Datacenter System X) to qualify and standardize power and cooling products for AI data center infrastructure. https://slicast.com/zh/article/12xl0b9 Slicast zh-cn 2026-09-21T18:00:07.000Z 英伟达推出DSX（Datacenter System X），用于认证和规范AI数据中心基础设施的电力和冷却产品。 https://slicast.com/ko/article/12xl0b9 Slicast ko 2026-09-21T18:00:07.000Z Nvidia가 AI 데이터 센터 인프라용 전력 및 냉각 제품을 검증하고 표준화하기 위해 DSX(Datacenter System X)를 출시했다. https://slicast.com/article/1me5qzj Slicast en 2026-09-21T17:59:06.000Z Huawei unveiled a new UnifiedBus computing architecture for SuperPods and clusters at HUAWEI CONNECT 2026. https://slicast.com/zh/article/1me5qzj Slicast zh-cn 2026-09-21T17:59:06.000Z Huawei在2026年HUAWEI CONNECT大会上推出新的UnifiedBus计算架构，用于SuperPods和集群。 https://slicast.com/ko/article/1me5qzj Slicast ko 2026-09-21T17:59:06.000Z Huawei는 HUAWEI CONNECT 2026에서 SuperPods와 클러스터를 위한 새로운 UnifiedBus 컴퓨팅 아키텍처를 공개했다. https://slicast.com/article/1fi3wmc Slicast en 2026-09-21T17:43:20.000Z S&P Global analyzes the ENGIE-QTS power purchase agreement and data center energy demand trends in ERCOT, highlighting the structural role of PPAs in powering AI infrastructure. https://slicast.com/zh/article/1fi3wmc Slicast zh-cn 2026-09-21T17:43:20.000Z 标普全球分析ENGIE-QTS购电协议及ERCOT区域数据中心能源需求趋势，凸显购电协议对AI基础设施供电的结构性作用。 https://slicast.com/ko/article/1fi3wmc Slicast ko 2026-09-21T17:43:20.000Z S&P Global은 ENGIE-QTS 전력 구매 계약과 ERCOT의 데이터 센터 에너지 수요 추세를 분석하며, AI 인프라 전력 공급에서 PPA의 구조적 역할을 부각한다. https://slicast.com/article/1h69kta Slicast en 2026-09-21T17:23:31.000Z Nvidia invests an additional $1.5 billion in renewable energy company SB Energy ahead of its IPO, securing long-term power supply for AI data center expansion. https://slicast.com/zh/article/1h69kta Slicast zh-cn 2026-09-21T17:23:31.000Z 英伟达在可再生能源公司SB Energy上市前追加投资15亿美元，确保AI数据中心扩张的长期电力供应。 https://slicast.com/ko/article/1h69kta Slicast ko 2026-09-21T17:23:31.000Z Nvidia가 IPO를 앞두고 재생에너지 회사 SB Energy에 추가로 $1.5 billion을 투자해 AI 데이터센터 확장을 위한 장기 전력 공급을 확보했다. https://slicast.com/article/itc1wt Slicast en 2026-09-21T17:15:00.000Z Nscale, the London-based GPU cloud provider, seeks a Wall Street IPO at a valuation up to $35 billion despite reported $1 billion cumulative losses. https://slicast.com/zh/article/itc1wt Slicast zh-cn 2026-09-21T17:15:00.000Z 伦敦GPU云提供商Nscale在纽约寻求上市，估值高达350亿美元，尽管报告累计亏损10亿美元。 https://slicast.com/ko/article/itc1wt Slicast ko 2026-09-21T17:15:00.000Z 런던 소재의 GPU 클라우드 제공업체 Nscale이 $35 billion 규모의 Wall Street IPO를 추진 중이며, $1 billion의 누적 손실이 보도됐음에도 불구하고 계속 진행하고 있다. https://slicast.com/article/ej3mq8 Slicast en 2026-09-21T16:59:46.000Z Gallium Nitride semiconductor technology is increasingly adopted in data center power supplies to handle elevated power densities from AI GPU workloads. https://slicast.com/zh/article/ej3mq8 Slicast zh-cn 2026-09-21T16:59:46.000Z 氮化镓（GaN）半导体技术因应AI GPU工作负载的高功率密度需求，在数据中心电源设计中应用日增。 https://slicast.com/ko/article/ej3mq8 Slicast ko 2026-09-21T16:59:46.000Z Gallium Nitride 반도체 기술이 AI GPU 작업 부하의 높은 전력 밀도에 대응하기 위해 데이터 센터 전원 공급 장치에서 점점 더 채택되고 있다. https://slicast.com/article/sp9u23 Slicast en 2026-09-21T16:53:56.000Z Trump-Xi dialogue on trade and AI chip export controls shows limited progress on rare earth supply restrictions, ahead of broader negotiations. https://slicast.com/zh/article/sp9u23 Slicast zh-cn 2026-09-21T16:53:56.000Z 特朗普与习近平对话在贸易和AI芯片出口管制问题上进展有限，稀土供应限制问题仍未化解。 https://slicast.com/ko/article/sp9u23 Slicast ko 2026-09-21T16:53:56.000Z Trump-Xi 대화, 무역 및 AI 칩 수출 통제 관련 희토류 공급 제한에서 제한적 진전 보여, 광범위한 협상 앞두고 https://slicast.com/article/4ysdwq Slicast en 2026-09-21T16:53:14.000Z Qualcomm demonstrates new AI interconnect technology for data center and server applications, signaling a pivot from handset-focused silicon toward GPU interconnect. https://slicast.com/zh/article/4ysdwq Slicast zh-cn 2026-09-21T16:53:14.000Z 高通展示用于数据中心和服务器应用的AI互联技术，标志从手机芯片向GPU互联的战略转向。 https://slicast.com/ko/article/4ysdwq Slicast ko 2026-09-21T16:53:14.000Z Qualcomm이 데이터센터 및 서버 애플리케이션용 새로운 AI 상호연결 기술을 선보이며, 휴대폰 중심의 실리콘에서 GPU 상호연결로의 전환을 시사하고 있다. https://slicast.com/article/13dnx69 Slicast en 2026-09-21T16:46:00.000Z Corning demonstrates AI optical interconnect capability using fiber, spurring adoption in data center networking; optical suppliers Lumentum, Coherent, and Applied Optoelectronics also advance. https://slicast.com/zh/article/13dnx69 Slicast zh-cn 2026-09-21T16:46:00.000Z 康宁展示基于光纤的AI光学互联技术，推动数据中心网络中光学方案的广泛应用；光学供应商Lumentum、Coherent和Applied Optoelectronics也随之受益。 https://slicast.com/ko/article/13dnx69 Slicast ko 2026-09-21T16:46:00.000Z Corning이 광섬유를 이용한 AI 광 상호연결 기능을 시연하며 데이터센터 네트워킹 채택을 촉진하고 있으며, Lumentum, Coherent, Applied Optoelectronics 등 광학 공급업체도 진전하고 있다. https://slicast.com/article/it3u89 Slicast en 2026-09-21T16:35:00.000Z Forrester analysis warns that AI operator expansion faces structural constraints: power tariffs, grid commitments, water access, and tougher community permitting scrutiny. https://slicast.com/zh/article/it3u89 Slicast zh-cn 2026-09-21T16:35:00.000Z 美国Forrester分析指出AI运营商扩张面临结构性制约：电价上升、电网承诺、水资源获取困难及社区审查日趋严格。 https://slicast.com/ko/article/it3u89 Slicast ko 2026-09-21T16:35:00.000Z Forrester 분석은 AI 운영자 확장이 구조적 제약에 직면하고 있다고 경고합니다: 전력 요금, 전력망 약정, 수자원 접근성, 강화된 지역사회 인허가 심사. https://slicast.com/article/7yhs12 Slicast en 2026-09-21T16:24:48.000Z Intel's stock surge reflects progress on AI chip roadmap, a manufacturing deal with AUO (AU Optronics), and advancement in 18 Angstrom (18A) process node development. https://slicast.com/zh/article/7yhs12 Slicast zh-cn 2026-09-21T16:24:48.000Z 英特尔股价上升反映AI芯片路线图进展、与友达光电（AUO）的制造合作以及18埃（18A）工艺节点研发突破。 https://slicast.com/ko/article/7yhs12 Slicast ko 2026-09-21T16:24:48.000Z Intel 주가 상승은 AI 칩 로드맵 진전, AUO(AU Optronics)와의 제조 거래, 18 Angstrom(18A) 공정 노드 개발 진전을 반영한다. https://slicast.com/article/19l87gm Slicast en 2026-09-21T16:18:24.000Z Flag Global deploys Ciena's Waveserver optical platform on the Echo subsea cable, enabling 400GbE and 800GbE services for cloud and data center connectivity. https://slicast.com/zh/article/19l87gm Slicast zh-cn 2026-09-21T16:18:24.000Z Flag Global在Echo海底光缆上部署Ciena Waveserver光学平台，为云计算和数据中心连接支持400GbE和800GbE服务。 https://slicast.com/ko/article/19l87gm Slicast ko 2026-09-21T16:18:24.000Z Flag Global이 Ciena의 Waveserver 광학 플랫폼을 Echo 해저 케이블에 배포하여 클라우드 및 데이터센터 연결을 위한 400GbE 및 800GbE 서비스를 지원합니다. https://slicast.com/article/dj888w Slicast en 2026-09-21T16:10:48.000Z Anthropic, the Claude-maker, pursues a public offering to raise capital for AI research and infrastructure expansion. https://slicast.com/zh/article/dj888w Slicast zh-cn 2026-09-21T16:10:48.000Z Claude开发商Anthropic寻求上市融资以支持AI研究和基础设施扩张。 https://slicast.com/ko/article/dj888w Slicast ko 2026-09-21T16:10:48.000Z Claude 개발사 Anthropic은 AI 연구 및 인프라 확장을 위한 자금 조달을 목표로 상장을 추진하고 있다. https://slicast.com/article/1u6cpsk Slicast en 2026-09-21T16:03:10.000Z ChangXin Memory Technologies achieved 50% boost in per-wafer chip output, increasing HBM and memory production capacity for AI accelerators. https://slicast.com/zh/article/1u6cpsk Slicast zh-cn 2026-09-21T16:03:10.000Z 长鑫存储技术(CXMT)实现单片产出提升50%，提高AI加速器的HBM和内存生产能力。 https://slicast.com/ko/article/1u6cpsk Slicast ko 2026-09-21T16:03:10.000Z ChangXin Memory Technologies가 웨이퍼당 칩 생산량 50% 증대로 AI 가속기용 HBM 및 메모리 생산 용량을 확대했습니다. https://slicast.com/article/wy0lof Slicast en 2026-09-21T16:00:46.000Z Why Deploying Physical AI at Scale Demands Safety at Every Layer https://slicast.com/zh/article/wy0lof Slicast zh-cn 2026-09-21T16:00:46.000Z 规模部署物理AI为何需要全层级安全 https://slicast.com/article/fzpksq Slicast en 2026-09-21T16:00:10.000Z From Enablement to Execution, Egypt’s AI Ecosystem Reaches Production Scale https://slicast.com/zh/article/fzpksq Slicast zh-cn 2026-09-21T16:00:10.000Z 从支持到执行，埃及AI生态达到生产规模 https://slicast.com/article/vs1zbe Slicast en 2026-09-21T16:00:00.000Z Local opposition blocked 68 billion dollars worth of data center projects in Q2 2026, constraining rapid capacity expansion despite long-term investment targets. https://slicast.com/zh/article/vs1zbe Slicast zh-cn 2026-09-21T16:00:00.000Z 2026年第二季度，本地反对意见导致680亿美元数据中心项目被叫停，限制了产能扩张速度。 https://slicast.com/ko/article/vs1zbe Slicast ko 2026-09-21T16:00:00.000Z 지역 반대가 2026년 2분기 68억 달러 규모의 데이터 센터 프로젝트를 저지해 장기 투자 목표에도 불구하고 빠른 용량 확대를 제약했다. https://slicast.com/article/vxroj1 Slicast en 2026-09-21T15:49:39.000Z Finland’s Data Center Portfolio Poised for Growth as https://slicast.com/zh/article/vxroj1 Slicast zh-cn 2026-09-21T15:49:39.000Z 芬兰数据中心组合准备增长 https://slicast.com/article/t95slq Slicast en 2026-09-21T15:46:50.000Z Broadcom is challenging Nvidia's dominance in AI networking with custom switching silicon, competing for market share in interconnect and Tomahawk-class infrastructure. https://slicast.com/zh/article/t95slq Slicast zh-cn 2026-09-21T15:46:50.000Z Broadcom正在用定制交换芯片挑战英伟达在AI网络中的主导地位，争夺互联和Tomahawk级基础设施市场份额。 https://slicast.com/ko/article/t95slq Slicast ko 2026-09-21T15:46:50.000Z Broadcom은 맞춤형 스위칭 실리콘으로 AI 네트워킹 분야의 Nvidia 지배력에 도전하고 있으며, 인터커넥트와 Tomahawk급 인프라 시장을 놓고 경쟁 중이다. https://slicast.com/article/17v0eao Slicast en 2026-09-21T15:44:34.000Z Meta's Muse agent platform is driving CPU demand and lifting Arm valuations as AI workloads increasingly require both GPU and CPU compute at scale. https://slicast.com/zh/article/17v0eao Slicast zh-cn 2026-09-21T15:44:34.000Z Meta的Muse代理平台推动CPU需求并提升Arm估值，因为AI工作负载在规模上需要GPU和CPU计算。 https://slicast.com/ko/article/17v0eao Slicast ko 2026-09-21T15:44:34.000Z Meta의 Muse agent platform이 CPU 수요를 견인하고 있으며, AI 워크로드가 대규모로 GPU와 CPU 연산을 모두 요구함에 따라 Arm의 기업 가치평가를 높이고 있습니다. https://slicast.com/article/117jgkp Slicast en 2026-09-21T15:40:37.000Z LG launched a centrifugal air cooling system for AI data centers using magnetic bearing technology, eliminating oil-based lubrication complexity. https://slicast.com/zh/article/117jgkp Slicast zh-cn 2026-09-21T15:40:37.000Z LG为AI数据中心推出采用磁轴承技术的离心式空气冷却系统，无需油润滑。 https://slicast.com/ko/article/117jgkp Slicast ko 2026-09-21T15:40:37.000Z LG가 자기 베어링 기술을 활용한 원심식 공기 냉각 시스템을 AI 데이터 센터용으로 출시하여 유성 윤활유의 복잡성을 제거했습니다. https://slicast.com/article/1f7zd59 Slicast en 2026-09-21T15:38:07.000Z Analysts issued sell calls on Nebius and CoreWeave, two leading GPU cloud providers, citing credit warning signals as a market concern. https://slicast.com/zh/article/1f7zd59 Slicast zh-cn 2026-09-21T15:38:07.000Z 分析师对两家领先GPU云提供商Nebius和CoreWeave发出卖出评级，理由是信用风险警示。 https://slicast.com/ko/article/1f7zd59 Slicast ko 2026-09-21T15:38:07.000Z 분석가들이 신용 경고 신호를 시장 우려로 제시하며 주요 GPU 클라우드 제공업체인 Nebius와 CoreWeave에 대해 매도 신호를 발표했다. https://slicast.com/article/n3nefz Slicast en 2026-09-21T15:30:38.000Z Valorem, a French energy company, is expanding its data center pipeline with new projects in Savonlinna and Kankaanpää, Finland. https://slicast.com/zh/article/n3nefz Slicast zh-cn 2026-09-21T15:30:38.000Z 法国能源公司Valorem正在芬兰Savonlinna和Kankaanpää拓展数据中心项目管道。 https://slicast.com/ko/article/n3nefz Slicast ko 2026-09-21T15:30:38.000Z Valorem은 프랑스 에너지 회사로, 핀란드 Savonlinna와 Kankaanpää의 새로운 프로젝트로 데이터센터 파이프라인을 확대하고 있습니다. https://slicast.com/article/m69qi4 Slicast en 2026-09-21T15:18:59.000Z Broadcom could become Anthropic's largest custom chip customer, signaling a major commitment by the AI lab to in-house silicon for inference at scale. https://slicast.com/zh/article/m69qi4 Slicast zh-cn 2026-09-21T15:18:59.000Z Broadcom有望成为Anthropic最大的定制芯片客户，表明该AI实验室对自研推理芯片的重大承诺。 https://slicast.com/ko/article/m69qi4 Slicast ko 2026-09-21T15:18:59.000Z Broadcom이 Anthropic의 최대 맞춤형 칩 고객이 될 수 있으며, 이는 AI 랩이 대규모 추론을 위한 자체 실리콘 개발에 주요 의지를 나타냅니다. https://slicast.com/article/wk9rbx Slicast en 2026-09-21T15:16:10.000Z Kodiak Gas Services will supply 76 MW of behind-the-meter natural gas power to a West Texas data center via 40 reciprocating generator units. https://slicast.com/zh/article/wk9rbx Slicast zh-cn 2026-09-21T15:16:10.000Z Kodiak Gas Services将为西德州一数据中心提供76MW的独立式天然气电源，通过40台往复发电机组部署。 https://slicast.com/ko/article/wk9rbx Slicast ko 2026-09-21T15:16:10.000Z Kodiak Gas Services는 40개의 왕복식 발전기 유닛을 통해 West Texas 데이터센터에 미터 뒤의 천연가스 전력 76 MW를 공급한다. https://slicast.com/article/x432x4 Slicast en 2026-09-21T15:00:57.000Z Texas Public Utility Commission softened data center interconnection rules, eliminating non-refundable fees and halving other connection charges. https://slicast.com/zh/article/x432x4 Slicast zh-cn 2026-09-21T15:00:57.000Z 德州公共事业委员会放宽了数据中心并网规则，取消非退款费用并将其他连接费用减半。 https://slicast.com/ko/article/x432x4 Slicast ko 2026-09-21T15:00:57.000Z Texas Public Utility Commission이 데이터센터 상호연결 규정을 완화했으며, 환불 불가 수수료를 폐지하고 기타 접속료를 절반으로 줄였다. https://slicast.com/article/ufvpkl Slicast en 2026-09-21T14:56:28.000Z Riot Platforms is expanding from bitcoin mining into datacenter services, leveraging its existing infrastructure. https://slicast.com/zh/article/ufvpkl Slicast zh-cn 2026-09-21T14:56:28.000Z Riot Platforms从比特币挖矿扩展进入数据中心服务，利用其现有基础设施。 https://slicast.com/ko/article/ufvpkl Slicast ko 2026-09-21T14:56:28.000Z Riot Platforms가 기존 인프라를 활용하여 비트코인 채굴에서 데이터센터 서비스로 사업 범위를 확장하고 있습니다. https://slicast.com/article/13i2kgs Slicast en 2026-09-21T14:51:34.000Z AI Security Is an Engineering Problem — How to Solve It at Every Layer of the Agent Stack https://slicast.com/zh/article/13i2kgs Slicast zh-cn 2026-09-21T14:51:34.000Z AI安全是工程问题——如何在Agent栈每层解决 https://slicast.com/ko/article/13i2kgs Slicast ko 2026-09-21T14:51:34.000Z AI 보안은 엔지니어링 문제다 — Agent Stack의 모든 계층에서 이를 해결하는 방법 https://slicast.com/article/7b13c5 Slicast en 2026-09-21T14:35:11.000Z SoftBank plans to raise $11 billion in risky bonds to fund an additional stake purchase in OpenAI. https://slicast.com/zh/article/7b13c5 Slicast zh-cn 2026-09-21T14:35:11.000Z SoftBank计划通过发行风险债券融资110亿美元，用于追加购买OpenAI股份。 https://slicast.com/ko/article/7b13c5 Slicast ko 2026-09-21T14:35:11.000Z SoftBank가 OpenAI의 추가 지분 인수를 위해 $11 billion 규모의 고위험 채권을 발행할 계획입니다. https://slicast.com/article/xlcd08 Slicast en 2026-09-21T14:30:00.000Z Huawei shelves global AI chip rollout due to domestic demand outstripping supply; 15,488-chip Atlas clusters achieve 120 EFLOPS using optical interconnect. https://slicast.com/zh/article/xlcd08 Slicast zh-cn 2026-09-21T14:30:00.000Z Huawei因国内需求超出供应而搁置全球AI芯片推出；15,488芯片的Atlas集群通过光学互连实现120 EFLOPS。 https://slicast.com/ko/article/xlcd08 Slicast ko 2026-09-21T14:30:00.000Z 화웨이, 국내 수요 초과로 글로벌 AI 칩 출시 중단; 15,488칩 Atlas 클러스터, 광학 인터커넥트로 120 EFLOPS 달성 https://slicast.com/article/1yuot5y Slicast en 2026-09-21T14:29:00.000Z Schneider demonstrates liquid cooling with elevated-temperature coolant can reduce datacenter water consumption by up to 50%. https://slicast.com/zh/article/1yuot5y Slicast zh-cn 2026-09-21T14:29:00.000Z Schneider演示采用高温冷却液的液冷可将数据中心用水消耗降低最多50%。 https://slicast.com/ko/article/1yuot5y Slicast ko 2026-09-21T14:29:00.000Z Schneider는 고온 냉각액을 사용한 액체 냉각으로 데이터센터 용수 소비를 최대 50%까지 줄일 수 있음을 시연했다. https://slicast.com/article/13pg306 Slicast en 2026-09-21T14:02:30.000Z Marvell showcases advanced 2nm optical interconnect technologies for scaling AI clusters. https://slicast.com/zh/article/13pg306 Slicast zh-cn 2026-09-21T14:02:30.000Z Marvell展示用于AI集群扩展的先进2nm光学互连技术。 https://slicast.com/ko/article/13pg306 Slicast ko 2026-09-21T14:02:30.000Z Marvell이 AI 클러스터 확장을 위한 첨단 2nm 광학 인터커넥트 기술을 선보였다. https://slicast.com/article/od1zc5 Slicast en 2026-09-21T14:01:37.000Z Construction and real estate firm Walbridge launches Chicago-based datacenter company, entering the AI infrastructure market. https://slicast.com/zh/article/od1zc5 Slicast zh-cn 2026-09-21T14:01:37.000Z 建筑与地产公司Walbridge推出芝加哥数据中心公司，进入AI基础设施市场。 https://slicast.com/ko/article/od1zc5 Slicast ko 2026-09-21T14:01:37.000Z 건설·부동산 회사 Walbridge가 시카고 기반 데이터센터 회사를 출범하며 AI 인프라 시장에 진출한다. https://slicast.com/article/1ndslff Slicast en 2026-09-21T14:01:00.000Z Data Center Accelerator Market to Reach USD 372.68 Billion https://slicast.com/zh/article/1ndslff Slicast zh-cn 2026-09-21T14:01:00.000Z 数据中心加速器市场将达3.7268亿美元 https://slicast.com/article/mot27l Slicast en 2026-09-21T13:43:33.000Z US and China agree to establish official AI dialogue with security mechanism for incident notifications ahead of Trump-Xi summit. https://slicast.com/zh/article/mot27l Slicast zh-cn 2026-09-21T13:43:33.000Z 美国与中国同意在特朗普-习峰会前建立官方AI对话机制，包括事件通知的安全机制。 https://slicast.com/ko/article/mot27l Slicast ko 2026-09-21T13:43:33.000Z US와 China가 Trump-Xi 정상회담을 앞두고 사건 통보 메커니즘을 갖춘 공식 AI 대화 수립에 합의했다. https://slicast.com/article/1ba4f7b Slicast en 2026-09-21T13:39:51.000Z Nvidia could double chip sales in 2027 if semiconductor and component suppliers resolve production bottlenecks. https://slicast.com/zh/article/1ba4f7b Slicast zh-cn 2026-09-21T13:39:51.000Z 若半导体与元器件供应商解决生产瓶颈，Nvidia在2027年的芯片销售可能增长一倍。 https://slicast.com/ko/article/1ba4f7b Slicast ko 2026-09-21T13:39:51.000Z Nvidia는 반도체 및 부품 공급업체가 생산 병목을 해결할 경우 2027년 칩 판매를 두 배로 늘릴 수 있다. https://slicast.com/article/1i5oh3u Slicast en 2026-09-21T13:29:00.000Z Compute-focused cloud provider IREN announces expansion of power pipeline to over 5 GW capacity. https://slicast.com/zh/article/1i5oh3u Slicast zh-cn 2026-09-21T13:29:00.000Z 计算主导的云提供商IREN宣布将其电力管道扩展至5 GW以上。 https://slicast.com/ko/article/1i5oh3u Slicast ko 2026-09-21T13:29:00.000Z 컴퓨팅 중심 클라우드 제공업체 IREN이 전력 파이프라인 용량을 5GW 이상으로 확장한다고 발표했다. https://slicast.com/article/1e0fttt Slicast en 2026-09-21T13:15:13.000Z iPronics and Barcelona Supercomputing Center partner to advance silicon photonics optical circuit switching for AI cluster interconnect. https://slicast.com/zh/article/1e0fttt Slicast zh-cn 2026-09-21T13:15:13.000Z iPronics与Barcelona Supercomputing Center合作推进硅光子光学电路交换技术用于AI集群互连。 https://slicast.com/ko/article/1e0fttt Slicast ko 2026-09-21T13:15:13.000Z iPronics와 Barcelona Supercomputing Center가 AI 클러스터 인터커넥트용 실리콘 포토닉스 광학 회로 스위칭을 발전시키기 위해 제휴한다. https://slicast.com/article/1ccvukp Slicast en 2026-09-21T13:15:00.000Z President Trump announces plans for new 'AI Force' military unit and AI Czar position, prioritizing rapid US AI development and China competition. https://slicast.com/zh/article/1ccvukp Slicast zh-cn 2026-09-21T13:15:00.000Z 特朗普总统宣布计划建立新的'AI Force'军事单位与AI Czar职位，优先加速美国AI发展与对华竞争。 https://slicast.com/ko/article/1ccvukp Slicast ko 2026-09-21T13:15:00.000Z 트럼프 대통령이 새로운 'AI Force' 군부대와 AI Czar 직책 신설 계획을 발표하며, 빠른 미국 AI 개발과 중국과의 경쟁을 우선시합니다. https://slicast.com/article/xfpvjf Slicast en 2026-09-21T13:05:26.000Z Samsung plans to produce 250,000 HBM wafers in 2027 with 80% HBM4 product mix as it ramps high-bandwidth memory manufacturing. https://slicast.com/zh/article/xfpvjf Slicast zh-cn 2026-09-21T13:05:26.000Z Samsung计划在2027年生产250,000片HBM晶圆，产品结构中HBM4占80%，加快高带宽存储器制造。 https://slicast.com/ko/article/xfpvjf Slicast ko 2026-09-21T13:05:26.000Z Samsung은 2027년 250,000 HBM 웨이퍼 생산과 80% HBM4 제품 믹스로 고대역폭 메모리 제조를 확대할 계획입니다. https://slicast.com/article/14dbkas Slicast en 2026-09-21T12:55:52.000Z HIVE Digital reports Q1 FY27 revenue of $79.1 million (up 73% year-over-year) with $180 million in signed HPC contracts for AI workloads. https://slicast.com/zh/article/14dbkas Slicast zh-cn 2026-09-21T12:55:52.000Z HIVE Digital公布第一季度财年27收入为7910万美元（同比增长73%），获得1.8亿美元HPC合同。 https://slicast.com/ko/article/14dbkas Slicast ko 2026-09-21T12:55:52.000Z HIVE Digital이 Q1 FY27 매출 $79.1 백만(전년 대비 73% 증가)과 AI 워크로드용 서명된 $180 백만 HPC 계약을 발표했습니다. https://slicast.com/article/a18g72 Slicast en 2026-09-21T12:55:13.000Z New York regulators approve a $3.3 billion transmission line project led by New York Transco and New York Power Authority, targeting 2030 completion. https://slicast.com/zh/article/a18g72 Slicast zh-cn 2026-09-21T12:55:13.000Z 纽约监管机构批准纽约Transco和纽约电力局主导的33亿美元输电线路项目，目标2030年完成。 https://slicast.com/ko/article/a18g72 Slicast ko 2026-09-21T12:55:13.000Z 뉴욕 규제 당국이 New York Transco와 New York Power Authority가 주도하는 33억 달러 송전선 프로젝트를 승인했으며, 2030년 완공을 목표로 한다. https://slicast.com/article/1by8a3r Slicast en 2026-09-21T12:47:10.000Z Nscale, a UK-based AI cloud operator, files for a $50 billion NYSE IPO despite reporting $1 billion in annual operating losses. https://slicast.com/zh/article/1by8a3r Slicast zh-cn 2026-09-21T12:47:10.000Z 英国AI云运营商Nscale申报50亿美元纽交所IPO，尽管年运营亏损10亿美元。 https://slicast.com/ko/article/1by8a3r Slicast ko 2026-09-21T12:47:10.000Z Nscale, UK 기반 AI 클라우드 운영사는 연간 $1 billion 영업손실을 보고하면서도 $50 billion NYSE IPO 상장을 신청했다. https://slicast.com/article/1o4glco Slicast en 2026-09-21T12:30:00.000Z China's IMECAS demonstrates working 3nm gate-all-around transistors using stacked nanosheet structures, bypassing EUV lithography equipment. https://slicast.com/zh/article/1o4glco Slicast zh-cn 2026-09-21T12:30:00.000Z 中国IMECAS使用堆叠纳米片结构实现3nm栅极全包围晶体管，规避EUV光刻设备。 https://slicast.com/ko/article/1o4glco Slicast ko 2026-09-21T12:30:00.000Z 중국의 IMECAS가 적층 나노시트 구조를 사용하여 EUV 리소그래피 장비 없이 동작하는 3nm 게이트올어라운드 트랜지스터를 시연했다. https://slicast.com/article/1ly7p43 Slicast en 2026-09-21T12:30:00.000Z AMC Robotics provides update on Vietnam manufacturing facility buildout, targeting $30 million in annual advanced-packaging production capacity. https://slicast.com/zh/article/1ly7p43 Slicast zh-cn 2026-09-21T12:30:00.000Z AMC Robotics更新越南制造设施建设进展，年产能目标达3000万美元的先进封装。 https://slicast.com/ko/article/1ly7p43 Slicast ko 2026-09-21T12:30:00.000Z AMC Robotics가 베트남 제조 시설 구축에 대한 업데이트를 공개했으며, 연간 $30 million 규모의 첨단 포장 생산 능력을 목표로 합니다. https://slicast.com/article/1iny08g Slicast en 2026-09-21T12:29:57.000Z Crusoe closes its $3.9 billion Series F funding round at $30.9 billion post-money valuation for its vertically-integrated AI infrastructure platform. https://slicast.com/zh/article/1iny08g Slicast zh-cn 2026-09-21T12:29:57.000Z Crusoe完成3.9亿美元Series F融资，估值达309亿美元，专注于垂直整合的AI基础设施平台。 https://slicast.com/ko/article/1iny08g Slicast ko 2026-09-21T12:29:57.000Z Crusoe가 수직통합형 AI 인프라 플랫폼의 Series F 펀딩 라운드 $3.9 billion을 완료하여 포스트머니 밸류에이션 $30.9 billion에 달했습니다. https://slicast.com/article/169c7tn Slicast en 2026-09-21T12:28:42.000Z Bloom Energy positions power availability—not cost—as the binding constraint for AI datacenter deployment and density scaling. https://slicast.com/zh/article/169c7tn Slicast zh-cn 2026-09-21T12:28:42.000Z Bloom Energy声称电力可用性而非成本是AI数据中心部署密度扩展的关键制约。 https://slicast.com/ko/article/169c7tn Slicast ko 2026-09-21T12:28:42.000Z Bloom Energy는 AI 데이터센터 배포 및 밀도 확장의 핵심 제약 조건으로 비용이 아닌 전력 가용성을 제시한다. https://slicast.com/article/1jh9ha8 Slicast en 2026-09-21T12:24:49.000Z Trump administration signals openness to bilateral engagement with China, with AI chip export controls potentially on the negotiation table. https://slicast.com/zh/article/1jh9ha8 Slicast zh-cn 2026-09-21T12:24:49.000Z 特朗普政府示意与中国进行双边接触，AI芯片出口管制可能成为谈判内容。 https://slicast.com/ko/article/1jh9ha8 Slicast ko 2026-09-21T12:24:49.000Z Trump 행정부가 중국과의 양자 협력에 개방적 자세를 보이고 있으며, AI 칩 수출 규제가 협상 대상이 될 가능성이 있다. https://slicast.com/article/2zbt9g Slicast en 2026-09-21T12:22:00.000Z NEXTDC (ASX:NXT), Australia's largest datacenter operator, secures funding to expand its AI infrastructure footprint across the region. https://slicast.com/zh/article/2zbt9g Slicast zh-cn 2026-09-21T12:22:00.000Z 澳大利亚最大数据中心运营商NEXTDC（ASX:NXT）获得融资以扩展其AI基础设施覆盖。 https://slicast.com/ko/article/2zbt9g Slicast ko 2026-09-21T12:22:00.000Z NEXTDC (ASX:NXT), 호주 최대 규모의 데이터센터 운영사가 지역 전역의 AI 인프라 확대를 위한 자금을 확보했다. https://slicast.com/article/1uac2ab Slicast en 2026-09-21T12:19:26.000Z Chinese memory manufacturers' capacity and technology ramps raise competitive pressure on Micron and SK Hynix's global DRAM and NAND positions. https://slicast.com/zh/article/1uac2ab Slicast zh-cn 2026-09-21T12:19:26.000Z 中国内存制造商的产能和技术进展对美光和SK海力士的全球DRAM和NAND地位构成竞争压力。 https://slicast.com/ko/article/1uac2ab Slicast ko 2026-09-21T12:19:26.000Z 중국 메모리 제조업체들의 용량 및 기술 확대가 Micron과 SK Hynix의 글로벌 DRAM 및 NAND 지위에 경쟁 압력을 초래한다. https://slicast.com/article/ynf8p2 Slicast en 2026-09-21T12:15:16.000Z ChangXin Memory Technologies (CXMT) enters mass production phase for its 5th-generation DRAM, targeting competitive pricing and supply stability. https://slicast.com/zh/article/ynf8p2 Slicast zh-cn 2026-09-21T12:15:16.000Z 长鑫存储（CXMT）进入第五代DRAM的量产阶段，目标提供有竞争力的价格和供应稳定性。 https://slicast.com/ko/article/ynf8p2 Slicast ko 2026-09-21T12:15:16.000Z ChangXin Memory Technologies (CXMT)가 5세대 DRAM의 양산 단계에 진입하며 경쟁력 있는 가격 책정과 공급 안정성을 목표로 하고 있습니다. https://slicast.com/article/1c2otve Slicast en 2026-09-21T12:13:16.000Z Qualcomm and Lumentum shares rise on accelerating demand for AI networking fabric and optical interconnect components. https://slicast.com/zh/article/1c2otve Slicast zh-cn 2026-09-21T12:13:16.000Z Qualcomm和Lumentum股价上涨反映AI网络架构和光互连组件需求加速。 https://slicast.com/ko/article/1c2otve Slicast ko 2026-09-21T12:13:16.000Z Qualcomm과 Lumentum 주가가 AI 네트워킹 패브릭과 광학 상호연결 부품에 대한 수요 가속에 따라 상승했다. https://slicast.com/article/1xd0ive Slicast en 2026-09-21T12:12:41.000Z U.S. Treasury Secretary Scott Bessent proposes a bilateral U.S.-China AI-incident notification mechanism to increase transparency on AI-related safety events. https://slicast.com/zh/article/1xd0ive Slicast zh-cn 2026-09-21T12:12:41.000Z 美国财政部长Scott Bessent提议建立美中双边AI事件通知机制，提高AI相关安全事件透明度。 https://slicast.com/ko/article/1xd0ive Slicast ko 2026-09-21T12:12:41.000Z 미국 재무부 장관 Scott Bessent는 AI 관련 안전 사건에 대한 투명성 강화를 위해 양자 미중 AI 인시던트 알림 메커니즘을 제안했다. https://slicast.com/article/xu8ue1 Slicast en 2026-09-21T12:06:53.000Z Analyst house downgrades CoreWeave (CRWV) and AI-pivoting bitcoin miners including NBIS to 'Sell' and 'Neutral' on credit market concerns and debt capacity risks. https://slicast.com/zh/article/xu8ue1 Slicast zh-cn 2026-09-21T12:06:53.000Z 分析师机构将CoreWeave（CRWV）和包括NBIS在内的AI转型比特币矿商下调至'卖出'和'持有'，理由是信用市场担忧和债务能力风险。 https://slicast.com/ko/article/xu8ue1 Slicast ko 2026-09-21T12:06:53.000Z 애널리스트 펌이 신용시장 우려와 부채 능력 위험을 이유로 CoreWeave (CRWV)와 AI 전환 비트코인 채굴업체 NBIS 등을 '매도'·'중립'으로 강등했다. https://slicast.com/article/petak9 Slicast en 2026-09-21T12:01:48.000Z Infineon receives analyst upgrades as power-management and semiconductor demand from AI data centers accelerates across global deployments. https://slicast.com/zh/article/petak9 Slicast zh-cn 2026-09-21T12:01:48.000Z Infineon因AI数据中心的电源管理和半导体需求加速而获得分析师升级评级。 https://slicast.com/ko/article/petak9 Slicast ko 2026-09-21T12:01:48.000Z Infineon이 AI 데이터센터로부터의 전력 관리 및 반도체 수요가 전 세계 배포 전반에서 가속화되면서 애널리스트 상향평가를 받고 있습니다. https://slicast.com/article/1y7199u Slicast en 2026-09-21T12:01:05.000Z ChangXin Memory Technologies signals strategic expansion from DRAM into NAND Flash production, targeting supply-chain diversification. https://slicast.com/zh/article/1y7199u Slicast zh-cn 2026-09-21T12:01:05.000Z 长鑫存储（CXMT）宣布从DRAM向NAND闪存扩展，目标实现供应链多样化。 https://slicast.com/ko/article/1y7199u Slicast ko 2026-09-21T12:01:05.000Z ChangXin Memory Technologies가 DRAM에서 NAND Flash 생산으로의 전략적 확장을 신호하며, 공급망 다각화를 목표로 한다. https://slicast.com/article/1up6w0k Slicast en 2026-09-21T12:00:26.000Z Marvell demonstrates 2nm optical interconnects capable of 3.2 terabit-per-second data center links at ECOC 2026 conference. https://slicast.com/zh/article/1up6w0k Slicast zh-cn 2026-09-21T12:00:26.000Z Marvell在ECOC 2026展会上演示2nm光互连，支持3.2T位/秒数据中心链路。 https://slicast.com/ko/article/1up6w0k Slicast ko 2026-09-21T12:00:26.000Z Marvell이 ECOC 2026 컨퍼런스에서 초당 3.2 테라비트 데이터센터 링크를 지원하는 2nm 광학 상호연결을 시연했습니다. https://slicast.com/article/1lcrmv2 Slicast en 2026-09-21T12:00:00.000Z OpenAI projects $278 billion in net cash burn through 2030, with cumulative compute infrastructure spending reaching $856 billion. https://slicast.com/zh/article/1lcrmv2 Slicast zh-cn 2026-09-21T12:00:00.000Z OpenAI预计2030年前累计现金燃烧2780亿美元，其中计算基础设施支出达8560亿美元。 https://slicast.com/ko/article/1lcrmv2 Slicast ko 2026-09-21T12:00:00.000Z OpenAI는 2030년까지 $278 billion의 순현금손실을 예상하며, 누적 컴퓨팅 인프라 지출이 $856 billion에 이를 것으로 전망합니다. https://slicast.com/article/13krunp Slicast en 2026-09-21T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/13krunp Slicast zh-cn 2026-09-21T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/13krunp Slicast ko 2026-09-21T12:00:00.000Z Baidu 6-K 제출: 외국 발행자 보고서 (6-K) https://slicast.com/article/1vxhjb1 Slicast en 2026-09-21T11:52:58.000Z The U.S. proposes an exclusive bilateral AI safety pact with China, explicitly excluding other nations from multilateral AI governance negotiations. https://slicast.com/zh/article/1vxhjb1 Slicast zh-cn 2026-09-21T11:52:58.000Z 美国提议与中国签署排他性双边AI安全协议，明确排除其他国家参与多边AI治理谈判。 https://slicast.com/ko/article/1vxhjb1 Slicast ko 2026-09-21T11:52:58.000Z 미국이 중국과의 배타적 양자 AI 안전 협약을 제안하며 다른 국가들을 다자 AI 거버넌스 협상에서 명시적으로 배제합니다. https://slicast.com/article/8gha2t Slicast en 2026-09-21T11:52:09.000Z Goldman Sachs strategist recommends sustained long positions on compute infrastructure, GPU cloud platforms, and data center operators as AI deployment scales. https://slicast.com/zh/article/8gha2t Slicast zh-cn 2026-09-21T11:52:09.000Z Goldman Sachs策略师建议长期持有计算基础设施、GPU云平台和数据中心运营商头寸，以应对AI部署扩展。 https://slicast.com/ko/article/8gha2t Slicast ko 2026-09-21T11:52:09.000Z Goldman Sachs 전략가는 AI 배포가 확대됨에 따라 컴퓨팅 인프라, GPU 클라우드 플랫폼, 데이터 센터 운영 기업에 대한 지속적인 롱 포지션을 권장한다. https://slicast.com/article/1ulhizp Slicast en 2026-09-21T11:50:00.000Z Intel and AMD shares surge as market consensus strengthens on AI chip demand and competitive GPU acceleration across the semiconductor sector. https://slicast.com/zh/article/1ulhizp Slicast zh-cn 2026-09-21T11:50:00.000Z Intel和AMD股价上涨反映市场对AI芯片需求和竞争性GPU加速的共识加强。 https://slicast.com/ko/article/1ulhizp Slicast ko 2026-09-21T11:50:00.000Z 인텔과 AMD 주가가 AI 칩 수요와 반도체 산업의 경쟁적 GPU 가속화에 대한 시장 합의 강화에 따라 급등하고 있다. https://slicast.com/article/1l6drft Slicast en 2026-09-21T11:48:00.000Z Intel stock gains on Wall Street analyst endorsement of Intel's AI product roadmap and manufacturing turnaround strategy. https://slicast.com/zh/article/1l6drft Slicast zh-cn 2026-09-21T11:48:00.000Z Intel股价上涨受华尔街分析师对其AI产品路线图和制造业转型战略的支持。 https://slicast.com/ko/article/1l6drft Slicast ko 2026-09-21T11:48:00.000Z Intel 주가가 Wall Street 분석가의 Intel AI 제품 로드맵 및 제조 턴어라운드 전략 지지에 상승했다. https://slicast.com/article/zc6xlk Slicast en 2026-09-21T11:35:00.000Z The U.S. and China establish a direct secure communications hotline for AI-related incidents and crisis coordination. https://slicast.com/zh/article/zc6xlk Slicast zh-cn 2026-09-21T11:35:00.000Z 美国和中国建立直接安全通信热线，用于AI相关事件和危机协调。 https://slicast.com/ko/article/zc6xlk Slicast ko 2026-09-21T11:35:00.000Z 미국과 중국이 AI 관련 사건 및 위기 대응을 위한 직접 보안 통신 핫라인을 구축한다. https://slicast.com/article/13w0746 Slicast en 2026-09-21T11:00:00.000Z New Era Energy & Digital Secures 20-Year, 207 MW PPA with Vistra https://slicast.com/zh/article/13w0746 Slicast zh-cn 2026-09-21T11:00:00.000Z New Era Energy & Digital与Vistra签署20年207MW电力协议 https://slicast.com/article/1dzul58 Slicast en 2026-09-21T11:00:00.000Z Kodiak Gas Services Announces Power Supply Agreement with West Texas Data Center https://slicast.com/zh/article/1dzul58 Slicast zh-cn 2026-09-21T11:00:00.000Z Kodiak Gas Services与West Texas数据中心签署电力供应协议 https://slicast.com/article/15geptv Slicast en 2026-09-21T10:42:42.000Z HUMAIN AI secured $2.3 billion contract with MIS for data center expansion in Saudi Arabia, advancing Middle East infrastructure buildout. https://slicast.com/zh/article/15geptv Slicast zh-cn 2026-09-21T10:42:42.000Z HUMAIN AI 与 MIS 达成 $2.3 billion 合同，推进沙特阿拉伯数据中心扩展及中东基础设施建设。 https://slicast.com/article/so9mg7 Slicast en 2026-09-21T10:00:35.000Z 5 Companies Using NVIDIA AI for Clean Energy https://slicast.com/zh/article/so9mg7 Slicast zh-cn 2026-09-21T10:00:35.000Z 5家公司用NVIDIA AI进行清洁能源 https://slicast.com/article/1k0h3ni Slicast en 2026-09-21T09:07:00.000Z Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026 https://slicast.com/zh/article/1k0h3ni Slicast zh-cn 2026-09-21T09:07:00.000Z Lumentum、Qualcomm和Corning在ECOC 2026展示高密度1060nm VCSEL光学D2D互连 https://slicast.com/article/5dhgam Slicast en 2026-09-21T09:00:43.000Z Western Europe Data Center Market Portfolio: Facility, Capacity, Investment and Colocation Pricing Analysis, 2026-2031 https://slicast.com/zh/article/5dhgam Slicast zh-cn 2026-09-21T09:00:43.000Z 西欧数据中心市场组合：设施、容量、投资和托管定价分析2026-2031 https://slicast.com/article/1w5e56i Slicast en 2026-09-21T08:57:38.000Z U.S. Data Center Construction Market Outlook 2026-2031: AI, https://slicast.com/zh/article/1w5e56i Slicast zh-cn 2026-09-21T08:57:38.000Z 美国数据中心建设市场展望2026-2031：AI https://slicast.com/article/23zc6y Slicast en 2026-09-21T05:00:00.000Z Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 https://slicast.com/zh/article/23zc6y Slicast zh-cn 2026-09-21T05:00:00.000Z Marvell在ECOC 2026展示业界首个2nm光学技术AI数据中心演示 https://slicast.com/article/oe7dfg Slicast en 2026-09-21T04:00:00.000Z Lessengers Unveils Breakthrough 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