https://slicast.com/brief/2026-10-01 Slicast en 2026-09-30T21:15:48.605Z Latest AI Infrastructure News: October 1, 2026 https://slicast.com/zh/brief/2026-10-01 Slicast zh-cn 2026-09-30T21:15:48.605Z AI 基础设施新闻早报 · 2026年10月1日 https://slicast.com/ko/brief/2026-10-01 Slicast ko 2026-09-30T21:15:48.605Z 최신 AI 인프라 뉴스 · 2026년 10월 1일 https://slicast.com/article/jxw5cb Slicast en 2026-09-30T20:53:48.000Z A nuclear-powered AI data center is proposed on state and federal land in central eastern Utah. https://slicast.com/zh/article/jxw5cb Slicast zh-cn 2026-09-30T20:53:48.000Z 一个核电驱动的AI数据中心项目在犹他州中东部的州级和联邦土地上提出。 https://slicast.com/article/nm6nb5 Slicast en 2026-09-30T20:16:14.000Z Huawei's chief claims that homegrown AI chip sales exceeded Nvidia in the Chinese market. https://slicast.com/zh/article/nm6nb5 Slicast zh-cn 2026-09-30T20:16:14.000Z 华为高管声称自研AI芯片在中国市场销售超过英伟达。 https://slicast.com/article/1wdc7wz Slicast en 2026-09-30T20:15:18.000Z Micron reported earnings and profit beats with guidance raising, driven by an 11-fold surge in data center revenue. https://slicast.com/zh/article/1wdc7wz Slicast zh-cn 2026-09-30T20:15:18.000Z 美光报告业绩和利润超预期，其中数据中心收入增长11倍，指引提升。 https://slicast.com/article/15csz86 Slicast en 2026-09-30T19:45:00.000Z The US government announced $5.25 billion in spending to upgrade the national electrical grid, supporting 31 projects across 26 states to power new AI data centers. https://slicast.com/zh/article/15csz86 Slicast zh-cn 2026-09-30T19:45:00.000Z 美国政府宣布投入52.5亿美元升级国家电网，支持跨26个州的31个项目为新AI数据中心供电。 https://slicast.com/article/1ylduhr Slicast en 2026-09-30T19:17:00.000Z Senate negotiators reached a deal on permitting legislation that would compel data centers to pay for grid infrastructure costs they impose. https://slicast.com/zh/article/1ylduhr Slicast zh-cn 2026-09-30T19:17:00.000Z 参议院谈判者就许可证立法达成协议，要求数据中心支付其造成的电网基础设施成本。 https://slicast.com/article/iwrtg9 Slicast en 2026-09-30T19:12:30.000Z OpenAI and Synopsys are building GPT-Synopsys, a specialized AI model that operates Synopsys EDA tools to automate chip design like a seasoned engineer. https://slicast.com/zh/article/iwrtg9 Slicast zh-cn 2026-09-30T19:12:30.000Z OpenAI与新思科技合作开发GPT-Synopsys，一个专业AI模型，操作Synopsys EDA工具以自动化芯片设计，如同经验丰富的工程师。 https://slicast.com/article/1yb3joe Slicast en 2026-09-30T18:45:47.000Z The largest US grid operator suspended its planned auction mechanism for allocating power capacity to data centers. https://slicast.com/zh/article/1yb3joe Slicast zh-cn 2026-09-30T18:45:47.000Z 美国最大电网运营商暂停了为数据中心分配电力容量的计划拍卖机制。 https://slicast.com/article/g9qdn0 Slicast en 2026-09-30T18:41:39.000Z SK Hynix's share buyback lost analyst support as HBM demand assumptions are trimmed in light of moderated AI infrastructure capex expectations. https://slicast.com/zh/article/g9qdn0 Slicast zh-cn 2026-09-30T18:41:39.000Z 随着AI基础设施资本支出预期调整，SK海力士的股票回购失去分析师支持，HBM需求假设被调整。 https://slicast.com/article/1f0p3m3 Slicast en 2026-09-30T18:22:06.000Z Data centers' shift to on-site power generation to overcome grid constraints is creating new environmental compliance challenges and pollution risks for neighboring communities. https://slicast.com/zh/article/1f0p3m3 Slicast zh-cn 2026-09-30T18:22:06.000Z 数据中心转向现场发电以克服电网约束，为周边社区带来新的环保合规挑战和污染风险。 https://slicast.com/article/iqkzlm Slicast en 2026-09-30T18:08:45.000Z Texas data centers pursuing off-grid or self-supplied power generation face regulatory compliance barriers, even as they operate outside the main grid system. https://slicast.com/zh/article/iqkzlm Slicast zh-cn 2026-09-30T18:08:45.000Z 德州追求离网或自供电力发电的数据中心面临监管合规障碍，尽管他们在主电网系统外运营。 https://slicast.com/article/ey9enn Slicast en 2026-09-30T18:05:00.000Z Developers proposing a 1,300-acre AI data center campus have offered $10,000 to every household in the target town to secure local support and land rights. https://slicast.com/zh/article/ey9enn Slicast zh-cn 2026-09-30T18:05:00.000Z 一个1,300英亩AI数据中心园区的开发者向目标城镇的每户居民提供1万美元以获得地方支持和土地权利。 https://slicast.com/article/6bgitg Slicast en 2026-09-30T18:00:52.000Z Amazon and Synopsys signed a multi-year, $1 billion IP agreement where Amazon serves as the lead customer for Synopsys' expanded silicon IP business for custom chip development. https://slicast.com/zh/article/6bgitg Slicast zh-cn 2026-09-30T18:00:52.000Z 亚马逊与新思科技签署多年期10亿美元IP协议，亚马逊担任新思科技扩展硅IP业务的主要客户，用于定制芯片开发。 https://slicast.com/article/1k4g8hh Slicast en 2026-09-30T17:56:00.000Z GMI Cloud announced a $660 million funding round to accelerate global AI infrastructure expansion across its distributed data center footprint. https://slicast.com/zh/article/1k4g8hh Slicast zh-cn 2026-09-30T17:56:00.000Z GMI Cloud宣布获得6.6亿美元融资，加速其分布式数据中心占地的全球AI基础设施扩展。 https://slicast.com/article/ymmhxx Slicast en 2026-09-30T17:53:09.000Z Senate negotiators reached a deal on legislation to accelerate permitting timelines for energy infrastructure projects. https://slicast.com/zh/article/ymmhxx Slicast zh-cn 2026-09-30T17:53:09.000Z 参议院谈判者就加速能源基础设施项目许可证时间表的立法达成协议。 https://slicast.com/article/awl6mi Slicast en 2026-09-30T17:53:00.000Z The Senate permit deal includes a mandate that data centers bear the grid infrastructure costs they generate, shifting burden from utilities to operators. https://slicast.com/zh/article/awl6mi Slicast zh-cn 2026-09-30T17:53:00.000Z 参议院许可证协议包括数据中心承担其产生的电网基础设施成本的规定，将负担从公用事业转移到运营商。 https://slicast.com/article/1n715w7 Slicast en 2026-09-30T17:48:42.000Z DeepSeek has partnered with Huawei to develop AI chip software and reduce technological dependence on Nvidia in the Chinese market. https://slicast.com/zh/article/1n715w7 Slicast zh-cn 2026-09-30T17:48:42.000Z DeepSeek与华为合作开发AI芯片软件，减少对英伟达的技术依赖。 https://slicast.com/article/14ipies Slicast en 2026-09-30T17:46:03.000Z HPE secured its first AMD Helios order in a $1.2 billion deal with Vultr, deploying next-generation AMD Helios AI Racks with HPE networking at Vultr's US data centers. https://slicast.com/zh/article/14ipies Slicast zh-cn 2026-09-30T17:46:03.000Z 惠普企业（HPE）在与Vultr的12亿美元交易中获得首个AMD Helios订单，在Vultr美国数据中心部署新一代AMD Helios AI Rack和HPE网络。 https://slicast.com/article/1dum6je Slicast en 2026-09-30T17:36:50.000Z Accelevation, an AI infrastructure firm, went public on Nasdaq at a $3.9 billion valuation but shares fell on debut. https://slicast.com/zh/article/1dum6je Slicast zh-cn 2026-09-30T17:36:50.000Z AI基础设施公司Accelevation以39亿美元估值在纳斯达克上市,但首日股价下跌。 https://slicast.com/article/1wcuwa1 Slicast en 2026-09-30T17:22:34.000Z Meta classifies its AI data centers as 'pilot models' and Nvidia chips as experimental materials to reduce federal tax liability. https://slicast.com/zh/article/1wcuwa1 Slicast zh-cn 2026-09-30T17:22:34.000Z Meta将其AI数据中心列为'试验模型',将英伟达芯片列为实验性材料,以降低联邦税负。 https://slicast.com/article/722ucz Slicast en 2026-09-30T17:14:30.000Z Hyperscale Data (ticker: GPUS) sees insider buying amid a pending decision on its Michigan AI data-center campus expansion. https://slicast.com/zh/article/722ucz Slicast zh-cn 2026-09-30T17:14:30.000Z Hyperscale Data(GPUS)在密歇根州AI数据中心校园扩展决策待定期间出现内部人士买入。 https://slicast.com/article/1vj2lzc Slicast en 2026-09-30T17:05:12.000Z ChangXin Memory Technologies (CXMT) proposes CNY 180 billion (~$25B USD) in excess-IPO capital investments to expand production capacity. https://slicast.com/zh/article/1vj2lzc Slicast zh-cn 2026-09-30T17:05:12.000Z 长鑫存储(CXMT)宣布IPO后追加投资人民币1800亿元(约250亿美元)用于扩产。 https://slicast.com/article/1wjsc88 Slicast en 2026-09-30T16:57:55.000Z CScale raised $145 million in Series C funding to scale its resilient optical interconnect fabric designed for gigawatt-scale AI data centers. https://slicast.com/zh/article/1wjsc88 Slicast zh-cn 2026-09-30T16:57:55.000Z CScale融资1.45亿美元C轮,用于扩展为千兆瓦级AI数据中心设计的弹性光互连架构。 https://slicast.com/article/1z01lpf Slicast en 2026-09-30T16:45:56.000Z Celestica, a hardware ODM (original design manufacturer), is positioned for growth as Google and OpenAI drive demand for data-center equipment and custom silicon modules. https://slicast.com/zh/article/1z01lpf Slicast zh-cn 2026-09-30T16:45:56.000Z 硬件代工企业Celestica因Google和OpenAI对数据中心设备及定制硅模块需求增加而增长前景向好。 https://slicast.com/article/1m7vd3k Slicast en 2026-09-30T16:34:32.000Z Cipher Digital secured a $9 billion, 20-year lease extension at its Barber Lake data-center facility in Texas, despite a 3% stock decline. https://slicast.com/zh/article/1m7vd3k Slicast zh-cn 2026-09-30T16:34:32.000Z Cipher Digital在德州Barber Lake数据中心保障了90亿美元、20年的租赁协议扩展,尽管股价下跌3%。 https://slicast.com/article/w45a97 Slicast en 2026-09-30T16:24:44.000Z ASML's CEO warns that excessive export controls on semiconductor manufacturing equipment to China risk enabling rival chipmakers to build domestic alternatives. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-09-30T16:24:44.000Z ASML首席执行官警告,对华芯片制造设备出口管制过度可能促使中国企业开发替代方案。 https://slicast.com/article/sfqu7w Slicast en 2026-09-30T16:23:16.000Z The largest US grid operator accepted a data-center power plan with a 5-month pause, likely for grid integration review and interconnection studies. https://slicast.com/zh/article/sfqu7w Slicast zh-cn 2026-09-30T16:23:16.000Z 美国最大电网运营商批准了数据中心电力计划,但暂停5个月以进行审查。 https://slicast.com/article/xm2wpl Slicast en 2026-09-30T16:21:00.000Z Ohio lacks statewide protective measures against rising data-center power costs, leaving utilities and consumers exposed to hyperscaler-driven demand spikes. https://slicast.com/zh/article/xm2wpl Slicast zh-cn 2026-09-30T16:21:00.000Z 俄亥俄州缺乏州级措施应对数据中心电力成本上升,公用事业公司和消费者面临超大规模厂商需求激增的风险。 https://slicast.com/article/1hho41n Slicast en 2026-09-30T16:13:20.000Z Microsoft launched an Azure Extended Zone in Luxembourg in partnership with Post Luxembourg, expanding edge computing presence in Western Europe. https://slicast.com/zh/article/1hho41n Slicast zh-cn 2026-09-30T16:13:20.000Z 微软在卢森堡与Post Luxembourg合作推出Azure Extended Zone,扩展欧洲边缘计算服务。 https://slicast.com/article/f58gx4 Slicast en 2026-09-30T16:11:10.000Z Alphabet began recognizing revenue from TPU systems in the latest quarter; Google Cloud backlog reached $513.9 billion, signaling massive demand for TPU-accelerated AI services. https://slicast.com/zh/article/f58gx4 Slicast zh-cn 2026-09-30T16:11:10.000Z Alphabet本季度开始确认TPU系统收入;Google Cloud未来营收承诺达到5139亿美元,反映对TPU加速AI服务的巨大需求。 https://slicast.com/article/ls6dox Slicast en 2026-09-30T16:10:31.000Z Meta announced a large solar power purchase agreement (PPA) in Texas while simultaneously powering some AI data centers with natural gas. https://slicast.com/zh/article/ls6dox Slicast zh-cn 2026-09-30T16:10:31.000Z Meta在德州宣布大规模太阳能购电协议(PPA),同时用天然气为部分AI数据中心供电。 https://slicast.com/article/14g3lq5 Slicast en 2026-09-30T16:00:00.000Z Facility operators are leveraging 48E investment tax credits to install battery storage systems that arbitrage lower-cost electricity rates for datacenters. https://slicast.com/zh/article/14g3lq5 Slicast zh-cn 2026-09-30T16:00:00.000Z 设施运营商利用48E投资税收抵免安装电池储存系统,套利低成本电力费率。 https://slicast.com/article/vjrwlr Slicast en 2026-09-30T15:58:21.000Z Strong demand for Google TPUs is outpacing TSMC's advanced CoWoS packaging capacity, driving Alphabet stock gains. https://slicast.com/zh/article/vjrwlr Slicast zh-cn 2026-09-30T15:58:21.000Z Google TPU的强劲需求超过了TSMC先进的CoWoS封装产能,推动Alphabet股价上升。 https://slicast.com/article/19daz1s Slicast en 2026-09-30T15:53:47.000Z Pennsylvania is rebuilding its power infrastructure to serve AI datacenters, converting legacy coal power plants for compute-era grid modernization. https://slicast.com/zh/article/19daz1s Slicast zh-cn 2026-09-30T15:53:47.000Z 宾夕法尼亚州正在重建其电力基础设施以支持AI数据中心,将传统煤炭电厂改造为计算时代的电网现代化。 https://slicast.com/article/1ak0ty0 Slicast en 2026-09-30T15:52:50.000Z DeepSeek open-sourced software tools for Huawei chips to enable developers to build CUDA-alternative ecosystems outside Nvidia's platform. https://slicast.com/zh/article/1ak0ty0 Slicast zh-cn 2026-09-30T15:52:50.000Z DeepSeek开源了针对华为芯片的软件工具,使开发者能够构建Nvidia CUDA生态之外的替代方案。 https://slicast.com/article/qvdma0 Slicast en 2026-09-30T15:50:13.000Z Developer has abandoned the controversial $1.2B Lane Cove AI datacenter project in Sydney following siting opposition. https://slicast.com/zh/article/qvdma0 Slicast zh-cn 2026-09-30T15:50:13.000Z 开发商已放弃悉尼争议性的12亿美元Lane Cove AI数据中心项目,因面临选址反对。 https://slicast.com/article/13ddkpq Slicast en 2026-09-30T15:49:16.000Z VDURA, a GPU-native storage platform, is entering the neocloud and enterprise market to serve accelerated compute customers. https://slicast.com/zh/article/13ddkpq Slicast zh-cn 2026-09-30T15:49:16.000Z GPU原生存储平台VDURA正在进入neoclould和企业市场,以服务加速计算客户。 https://slicast.com/article/5da82z Slicast en 2026-09-30T15:48:48.000Z Nvidia could face accelerator demand impacts before Meta does if hyperscaler AI capex spending decelerates or stalls. https://slicast.com/zh/article/5da82z Slicast zh-cn 2026-09-30T15:48:48.000Z 如果超大规模厂商的AI资本支出放缓或停滞,Nvidia在Meta之前就能感受到加速器需求冲击。 https://slicast.com/article/f70f1f Slicast en 2026-09-30T15:44:51.000Z NxN has completed acquisition of a 1MW datacenter in Évora, Portugal, and plans €100M additional investment in regional expansion. https://slicast.com/zh/article/f70f1f Slicast zh-cn 2026-09-30T15:44:51.000Z NxN已完成对葡萄牙埃武拉1MW数据中心的收购,并计划投资1亿欧元用于地区扩张。 https://slicast.com/article/1ql74v Slicast en 2026-09-30T15:42:51.000Z Power grid capacity constraints are emerging as the primary bottleneck limiting AI datacenter deployment and scaling. https://slicast.com/zh/article/1ql74v Slicast zh-cn 2026-09-30T15:42:51.000Z 电网容量约束正成为限制AI数据中心部署和扩展的主要瓶颈。 https://slicast.com/article/12e4nha Slicast en 2026-09-30T15:37:58.000Z Custom chip firm Semifive has signed a $52M contract with an unnamed US AI company to produce hyperscaler-targeted accelerators beginning in 2028. https://slicast.com/zh/article/12e4nha Slicast zh-cn 2026-09-30T15:37:58.000Z 定制芯片公司Semifive与一家未命名的美国AI公司签署了5200万美元合同,从2028年开始生产针对超大规模厂商的加速器。 https://slicast.com/article/epb0oz Slicast en 2026-09-30T15:30:00.000Z Analysis defends AI datacenters against political opposition, citing Core Scientific's experience navigating regional permitting and community concerns. https://slicast.com/zh/article/epb0oz Slicast zh-cn 2026-09-30T15:30:00.000Z 分析为AI数据中心辩护,反对政治反对意见,引用Core Scientific在处理地区许可和社区关注方面的经验。 https://slicast.com/article/1a0akyn Slicast en 2026-09-30T15:27:00.000Z NuScale Power and other SMR/advanced energy suppliers rose on market optimism about nuclear and distributed power demand from AI datacenter buildout. https://slicast.com/zh/article/1a0akyn Slicast zh-cn 2026-09-30T15:27:00.000Z NuScale Power和其他小型模块化反应堆(SMR)/分布式电力供应商因市场对AI数据中心建设推动的核电和分布式电力需求的乐观看法而上升。 https://slicast.com/article/1hshlfk Slicast en 2026-09-30T15:23:55.000Z Needham maintains Buy rating on Applied Digital (APLD) with $83 price target despite recent market volatility. https://slicast.com/zh/article/1hshlfk Slicast zh-cn 2026-09-30T15:23:55.000Z Needham维持对Applied Digital(APLD)的买入评级,目标价格为83美元,尽管近期市场波动。 https://slicast.com/article/v6hmx2 Slicast en 2026-09-30T15:21:36.000Z Netlist is seeking import restrictions on competing AI memory (HBM) products, benefiting Broadcom and fellow interconnect suppliers. https://slicast.com/zh/article/v6hmx2 Slicast zh-cn 2026-09-30T15:21:36.000Z Netlist正在寻求对竞争AI内存(HBM)产品的进口限制,惠及Broadcom和其他互连供应商。 https://slicast.com/article/1vcrwoy Slicast en 2026-09-30T15:14:18.000Z Renesas has launched a 650V GaN (gallium nitride) power device designed for megawatt-scale AI datacenter power conversion systems. https://slicast.com/zh/article/1vcrwoy Slicast zh-cn 2026-09-30T15:14:18.000Z Renesas推出了650V GaN(氮化镓)功率器件,专为超大规模AI数据中心电力转换系统设计。 https://slicast.com/article/1eprfz7 Slicast en 2026-09-30T15:11:00.000Z Cerebras stock declined 7% amid speculation about OpenAI's inference models and concerns about accelerator competition from Groq and others. https://slicast.com/zh/article/1eprfz7 Slicast zh-cn 2026-09-30T15:11:00.000Z Cerebras股价下跌7%,受到对OpenAI推理模型的推测以及来自Groq等厂商的加速器竞争顾虑的影响。 https://slicast.com/article/yd86md Slicast en 2026-09-30T15:09:06.000Z Applied Digital (APLD) stock may move ±12% on Q4 earnings report, reflecting investor sensitivity to compute capacity demand signals. https://slicast.com/zh/article/yd86md Slicast zh-cn 2026-09-30T15:09:06.000Z Applied Digital(APLD)股票可能因Q4财报而上下波动12%,反映投资者对计算容量需求信号的敏感性。 https://slicast.com/article/nr2prx Slicast en 2026-09-30T15:04:29.000Z AI datacenters are reshaping electrical grid infrastructure through distributed demand, interconnection requirements, and power-purchase agreement negotiations. https://slicast.com/zh/article/nr2prx Slicast zh-cn 2026-09-30T15:04:29.000Z AI数据中心通过分布式需求、互连要求和购电协议谈判重塑电力电网基础设施。 https://slicast.com/article/1xt7tsm Slicast en 2026-09-30T15:00:00.000Z CoreWeave has embedded Nvidia compute, networking, and software into its cloud platform to optimize for agentic AI inference workloads. https://slicast.com/zh/article/1xt7tsm Slicast zh-cn 2026-09-30T15:00:00.000Z CoreWeave已将Nvidia计算、网络和软件嵌入其云平台,以优化代理型AI推理工作负载。 https://slicast.com/article/1k1y5py Slicast en 2026-09-30T15:00:00.000Z Regulatory compliance requirements for data residency are forcing HPE and Nvidia to address where AI infrastructure and training data physically resides. https://slicast.com/zh/article/1k1y5py Slicast zh-cn 2026-09-30T15:00:00.000Z 数据驻留的监管合规要求正迫使HPE和Nvidia解决AI基础设施和训练数据物理位置的问题。 https://slicast.com/article/7szrlm Slicast en 2026-09-30T14:58:31.000Z Indonesian Governor has ordered a halt to BDx AI datacenter over missing permits, blocking a planned megawatt-scale deployment. https://slicast.com/zh/article/7szrlm Slicast zh-cn 2026-09-30T14:58:31.000Z 印度尼西亚州长因许可证缺失而下令停止BDx AI数据中心,阻止了计划中的超大规模部署。 https://slicast.com/article/1hjx4c1 Slicast en 2026-09-30T14:53:13.000Z Proposed import restrictions on Micron and other HBM suppliers could disrupt Nvidia and Google's AI accelerator supply chains. https://slicast.com/zh/article/1hjx4c1 Slicast zh-cn 2026-09-30T14:53:13.000Z 对Micron和其他HBM供应商的建议进口限制可能中断Nvidia和Google的AI加速器供应链。 https://slicast.com/article/107uy1o Slicast en 2026-09-30T14:52:00.000Z Applied Digital trading at potentially elevated valuations despite a $36B future lease book and strong demand signals. https://slicast.com/zh/article/107uy1o Slicast zh-cn 2026-09-30T14:52:00.000Z 尽管拥有360亿美元的未来租赁账簿和强劲需求信号,Applied Digital的交易估值可能被高估。 https://slicast.com/article/qkvtz5 Slicast en 2026-09-30T14:50:11.000Z Micron stock rose on anticipation of Q4 earnings, buoyed by strong AI infrastructure and memory demand signals. https://slicast.com/zh/article/qkvtz5 Slicast zh-cn 2026-09-30T14:50:11.000Z Micron股票因对Q4财报的预期而上升,受到AI基础设施和内存需求强劲信号的推动。 https://slicast.com/article/c4vthp Slicast en 2026-09-30T14:48:57.000Z Cerebras CEO Andrew Feldman is scheduled to discuss AI scaling strategies at TechCrunch Disrupt 2026. https://slicast.com/zh/article/c4vthp Slicast zh-cn 2026-09-30T14:48:57.000Z Cerebras首席执行官Andrew Feldman计划在TechCrunch Disrupt 2026大会上讨论AI扩展战略。 https://slicast.com/article/64ynet Slicast en 2026-09-30T14:45:00.000Z Apple patent renewal has competitive implications for Qualcomm, Astera Labs, Arista, and other interconnect suppliers in AI chip design. https://slicast.com/zh/article/64ynet Slicast zh-cn 2026-09-30T14:45:00.000Z Apple专利续约对Qualcomm、Astera Labs、Arista和其他AI芯片设计中的互连供应商有竞争影响。 https://slicast.com/article/5xwy2x Slicast en 2026-09-30T14:43:14.000Z Analyst sentiment shifted on AMD, Qualcomm, and other semiconductor firms amid AI chip competition and supply-side pressures. https://slicast.com/zh/article/5xwy2x Slicast zh-cn 2026-09-30T14:43:14.000Z 分析师情绪对AMD、Qualcomm和其他半导体公司的看法在AI芯片竞争和供应侧压力中有所转变。 https://slicast.com/article/14hms4w Slicast en 2026-09-30T14:37:24.000Z DeepSeek and Huawei release TileLang, an open-source programming language for Huawei's Ascend AI chips. https://slicast.com/zh/article/14hms4w Slicast zh-cn 2026-09-30T14:37:24.000Z DeepSeek 和华为发布 TileLang，这是为华为 Ascend AI 芯片设计的开源编程语言。 https://slicast.com/article/9ck166 Slicast en 2026-09-30T14:32:36.000Z Long-term AI data-center leases are stretching to 20 years as power availability becomes the limiting factor in site selection. https://slicast.com/zh/article/9ck166 Slicast zh-cn 2026-09-30T14:32:36.000Z AI 数据中心长期租赁合同延伸至 20 年，电力可用性成为选址的决定性因素。 https://slicast.com/article/nkfu73 Slicast en 2026-09-30T14:17:02.000Z CoreWeave launches Forge, a full-stack AI cloud platform positioning itself to compete directly with hyperscalers for enterprise workloads. https://slicast.com/zh/article/nkfu73 Slicast zh-cn 2026-09-30T14:17:02.000Z CoreWeave 推出 Forge，这是一个全栈 AI 云平台，直接与超大规模云厂商竞争企业工作负载。 https://slicast.com/article/2spi6q Slicast en 2026-09-30T14:00:45.000Z ZutaCore partners with Options Technology to deploy liquid cooling across 40 data centers in financial services. https://slicast.com/zh/article/2spi6q Slicast zh-cn 2026-09-30T14:00:45.000Z ZutaCore 与 Options Technology 合作，在其 40 个金融服务数据中心部署液冷技术。 https://slicast.com/article/hl3gdn Slicast en 2026-09-30T13:52:44.000Z Anthropic has locked in 2.5 GW of Nvidia capacity, including Vera Rubin GPUs, underpinning Nvidia's estimated $40B annual revenue per gigawatt of allocation. https://slicast.com/zh/article/hl3gdn Slicast zh-cn 2026-09-30T13:52:44.000Z Anthropic 锁定了 2.5 GW 的英伟达产能，包括 Vera Rubin GPU，支撑英伟达每 GW 产能约 40 亿美元的年收入。 https://slicast.com/article/10q88m8 Slicast en 2026-09-30T13:50:32.000Z Burnham grid infrastructure changes may allow data centers to bypass power queue delays, addressing bottlenecks in UK AI capacity buildout. https://slicast.com/zh/article/10q88m8 Slicast zh-cn 2026-09-30T13:50:32.000Z Burnham 电网基础设施变化可能让数据中心绕过电力接入排队延迟，缓解英国 AI 容量建设的瓶颈。 https://slicast.com/article/10bg797 Slicast en 2026-09-30T13:48:55.000Z PJM, the US's largest grid operator, has delayed power-supply auctions and is facing scrutiny from FERC over reserve margin targets amid aggressive data-center growth. https://slicast.com/zh/article/10bg797 Slicast zh-cn 2026-09-30T13:48:55.000Z 美国最大电网运营商 PJM 延迟了电力供应招标，因数据中心激增导致备用容量目标受压，遭 FERC 审查。 https://slicast.com/article/1dum6r8 Slicast en 2026-09-30T13:48:45.000Z Trane and LiquidStack launch a 2.5 MW cooling distribution unit, with shipments starting Q2 2027. https://slicast.com/zh/article/1dum6r8 Slicast zh-cn 2026-09-30T13:48:45.000Z Trane 和 LiquidStack 推出 2.5 MW 冷却分配单元，2027 年第二季度开始发货。 https://slicast.com/article/gsli7u Slicast en 2026-09-30T13:46:40.000Z Synopsys and Amazon expand their partnership with a multi-year, $1B+ agreement for custom AI chip design and silicon IP. https://slicast.com/zh/article/gsli7u Slicast zh-cn 2026-09-30T13:46:40.000Z Synopsys 与亚马逊扩展合作，签署多年 10 亿美元以上协议，用于定制 AI 芯片设计和硅知识产权。 https://slicast.com/article/9n8yyq Slicast en 2026-09-30T13:26:00.000Z AI inference workloads are now the largest driver of NAND flash demand, surpassing smartphone consumption for the first time as data-center storage requirements intensify. https://slicast.com/zh/article/9n8yyq Slicast zh-cn 2026-09-30T13:26:00.000Z AI 推理工作负载已成为 NAND 闪存需求的最大驱动力，首次超过智能手机消耗，因数据中心存储需求激增。 https://slicast.com/article/1in14ak Slicast en 2026-09-30T13:17:45.000Z Saudi Arabia government allocates 14 GW of power infrastructure dedicated to AI data center deployment https://slicast.com/zh/article/1in14ak Slicast zh-cn 2026-09-30T13:17:45.000Z 沙特政府为AI数据中心部署分配14GW电力基础设施 https://slicast.com/article/12gwfi Slicast en 2026-09-30T13:00:36.000Z Optical interconnect startup CScale raised $145 million in Series C funding from Nvidia and Intel. https://slicast.com/zh/article/12gwfi Slicast zh-cn 2026-09-30T13:00:36.000Z 光学互连创业公司CScale从Nvidia和Intel完成C轮融资，融资金额1.45亿美元。 https://slicast.com/article/yzqrbv Slicast en 2026-09-30T13:00:35.000Z CoreWeave is now offering Nvidia's Vera Rubin NVL72 GPU cluster at production scale, with Cognition as an early customer. https://slicast.com/zh/article/yzqrbv Slicast zh-cn 2026-09-30T13:00:35.000Z CoreWeave已开始提供Nvidia最新的Vera Rubin NVL72 GPU集群，Cognition是首批客户。 https://slicast.com/article/1af8fks Slicast en 2026-09-30T13:00:00.000Z CoreWeave delivers Nvidia Vera Rubin NVL72 GPUs to production scale; Cognition is early customer https://slicast.com/zh/article/1af8fks Slicast zh-cn 2026-09-30T13:00:00.000Z CoreWeave将Nvidia Vera Rubin NVL72 GPU交付至生产规模,Cognition为早期客户 https://slicast.com/article/b144kl Slicast en 2026-09-30T12:45:38.000Z Everspin demonstrated CXL-connected MRAM at SNIA Developer Conference with write speeds up to 100x faster than NAND-based SSDs and readiness for customer testing. https://slicast.com/zh/article/b144kl Slicast zh-cn 2026-09-30T12:45:38.000Z Everspin在SNIA开发者大会展示了CXL连接的MRAM芯片，写入速度较NAND固态硬盘快100倍，已准备好接受客户工作负载测试。 https://slicast.com/article/15lzcb0 Slicast en 2026-09-30T12:40:25.000Z Finland is abandoning first-come, first-served grid connections for data centers, instead reallocating priority based on four new groupings. https://slicast.com/zh/article/15lzcb0 Slicast zh-cn 2026-09-30T12:40:25.000Z 芬兰放弃先到先得的电网连接分配方式，改为按四种分组重新分配优先级。 https://slicast.com/article/1hcmlf5 Slicast en 2026-09-30T12:32:28.000Z Broadcom has opened its Singapore substrate manufacturing plant, a key component for advanced silicon packaging amid Beijing regulatory review of the company. https://slicast.com/zh/article/1hcmlf5 Slicast zh-cn 2026-09-30T12:32:28.000Z Broadcom位于新加坡的基板制造工厂已投入运营，这是先进硅封装的关键器件，同时中国正在审查该公司运营。 https://slicast.com/article/n9tj23 Slicast en 2026-09-30T12:30:27.000Z Australia's CDC (Canberra Data Centers) is planning a gigawatt-scale data center campus with four single-story buildings in Wagga Wagga, outside traditional NSW hubs. https://slicast.com/zh/article/n9tj23 Slicast zh-cn 2026-09-30T12:30:27.000Z 澳大利亚Canberra Data Centers公司计划在瓦格瓦格建设吉瓦级数据中心园区，包含四栋单层建筑，地点在传统的悉尼和堪培拉中心外。 https://slicast.com/article/zwho6s Slicast en 2026-09-30T12:21:26.000Z Kuching is upgrading its power grid to support future data center development alongside airport and deep-sea port projects. https://slicast.com/zh/article/zwho6s Slicast zh-cn 2026-09-30T12:21:26.000Z 古晋市正升级电网以支持未来的数据中心建设，同时还在推进机场和深海港口项目。 https://slicast.com/article/hwpv6h Slicast en 2026-09-30T12:15:42.000Z Aterio flags significant delay risks for Oracle's 1.3 GW Wisconsin AI data center mega-campus. https://slicast.com/zh/article/hwpv6h Slicast zh-cn 2026-09-30T12:15:42.000Z 分析师Aterio警告Oracle在威斯康辛州建设的1.3吉瓦AI数据中心超大园区面临重大延误风险。 https://slicast.com/article/wfn7t0 Slicast en 2026-09-30T12:15:24.000Z OpenAI raises new funding round at $1.4 trillion valuation https://slicast.com/zh/article/wfn7t0 Slicast zh-cn 2026-09-30T12:15:24.000Z OpenAI 新一轮融资估值达 1.4 万亿美元 https://slicast.com/article/9sfoo0 Slicast en 2026-09-30T12:10:32.000Z Amazon has signed a power purchase agreement with Statkraft for a windfarm in Shetland, Scotland, adding to existing UK wind PPAs. https://slicast.com/zh/article/9sfoo0 Slicast zh-cn 2026-09-30T12:10:32.000Z Amazon与Statkraft签订购电协议，采购位于苏格兰设得兰群岛风电场的电力，是Amazon在英国可再生能源协议的进一步扩展。 https://slicast.com/article/rdhg90 Slicast en 2026-09-30T12:07:57.000Z SpaceX could double the number of Nvidia chips deployed in Colossus 2 (its xAI training cluster), according to market analysis. https://slicast.com/zh/article/rdhg90 Slicast zh-cn 2026-09-30T12:07:57.000Z 根据市场分析，SpaceX可能会加倍Colossus 2（其xAI训练集群）中部署的Nvidia芯片数量。 https://slicast.com/article/191ahq9 Slicast en 2026-09-30T12:02:00.000Z Nebius is pursuing another Israeli acquisition in the $100–150 million range, expanding its portfolio of specialized AI infrastructure companies. https://slicast.com/zh/article/191ahq9 Slicast zh-cn 2026-09-30T12:02:00.000Z Nebius正在进行另一项以1亿至1.5亿美元收购以色列公司的交易，进一步扩展其AI基础设施公司投资组合。 https://slicast.com/article/znamvu Slicast en 2026-09-30T12:00:00.000Z Data center asset-backed securities (ABS) are flashing warning signs over the supply of AI-related debt, signaling stress in capital markets for data center financing. https://slicast.com/zh/article/znamvu Slicast zh-cn 2026-09-30T12:00:00.000Z 数据中心资产支持证券市场对AI相关债务供应出现警示信号，反映数据中心融资资本市场的压力。 https://slicast.com/article/6eh9wi Slicast en 2026-09-30T11:59:59.000Z Google is named as a customer for Crusoe's data center campus in Amarillo, Texas, which spans at least six single-story buildings. https://slicast.com/zh/article/6eh9wi Slicast zh-cn 2026-09-30T11:59:59.000Z Google被披露为Crusoe位于得州阿马里洛数据中心园区的客户，该园区包含至少六栋单层建筑。 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 Latest AI Infrastructure News: September 30, 2026 https://slicast.com/zh/brief/2026-09-30 Slicast zh-cn 2026-09-29T21:19:30.625Z AI 基础设施新闻早报 · 2026年9月30日 https://slicast.com/ko/brief/2026-09-30 Slicast ko 2026-09-29T21:19:30.625Z 최신 AI 인프라 뉴스 · 2026년 9월 30일 https://slicast.com/article/frdefv Slicast en 2026-09-29T21:11:00.000Z Navigating GPU Export Controls and AI Use Restrictions in Data Center Operations https://slicast.com/zh/article/frdefv Slicast zh-cn 2026-09-29T21:11:00.000Z BIS 将 NVIDIA H200 对华审查政策改为"逐案审查",国会推进多项出口管制立法 https://slicast.com/article/jv955b Slicast en 2026-09-29T21:10:00.000Z Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 https://slicast.com/zh/article/jv955b Slicast zh-cn 2026-09-29T21:10:00.000Z Marvell 在 ECOC 2026 发布全球首批 2nm 光电技术演示,推出 400G/lane 及 102.4T CPO 平台 https://slicast.com/article/vksbqo Slicast en 2026-09-29T21:09:00.000Z Nvidia's 16-layer HBM push raises stakes for memory chip-makers https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-09-29T21:09:00.000Z NVIDIA 向 SK Hynix/Samsung/Micron 询盘 16 层 HBM4,目标 Q4 交付,暂无合同 https://slicast.com/article/d3gg79 Slicast en 2026-09-29T21:07:00.000Z IREN Limited Q4 2026 Earnings Call Summary https://slicast.com/zh/article/d3gg79 Slicast zh-cn 2026-09-29T21:07:00.000Z IREN Q4 FY26:AI 云营收 $7050 万,FY26 全年 AI 云增长近 8 倍至 $1.288 亿,净亏 $6.84 亿 https://slicast.com/article/1hici9z Slicast en 2026-09-29T21:06:00.000Z CoreWeave Continues to Contract New Compute Capacity at Higher Prices https://slicast.com/zh/article/1hici9z Slicast zh-cn 2026-09-29T21:06:00.000Z CoreWeave Q3 短期合同报价 $40M/MW,新增承诺逾 $250 亿,总签约电力升至 4.2 GW https://slicast.com/article/rootdo Slicast en 2026-09-29T21:05:00.000Z Nscale Files Registration Statement for Proposed Initial Public Offering https://slicast.com/zh/article/rootdo Slicast zh-cn 2026-09-29T21:05:00.000Z Nscale 提交 NYSE S-1:H1 营收 $1.406 亿(同比+1252%),合同总价值 $1034 亿,净亏 $10.2 亿 https://slicast.com/article/3y1w8x Slicast en 2026-09-29T21:04:00.000Z Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure company Helix https://slicast.com/zh/article/3y1w8x Slicast zh-cn 2026-09-29T21:04:00.000Z Samsung 联合六家子公司向 KKR/NVIDIA 旗下 Helix 投资 $10 亿 https://slicast.com/article/1moczkz Slicast en 2026-09-29T21:03:00.000Z NVIDIA's Reported $50B Lease and the Nuclear-Powered AI Factory https://slicast.com/zh/article/1moczkz Slicast zh-cn 2026-09-29T21:03:00.000Z NVIDIA 以 $196 亿租约切入基础设施地主赛道:Hut 8 德州 1 GW 园区 + Ohio 10 GW 担保 $1050 亿 https://slicast.com/article/66qjsy Slicast en 2026-09-29T21:02:00.000Z Neocloud Stocks Fall as Selling Extends After a Week of Research Notes https://slicast.com/zh/article/66qjsy Slicast zh-cn 2026-09-29T21:02:00.000Z Redburn 以"Sell"启动覆盖 CoreWeave 与 Nebius,neocloud 板块连日承压 https://slicast.com/article/avhh24 Slicast en 2026-09-29T21:01:00.000Z Nebius Is Raising the Price of Its AI Compute on Oct. 1. Here's What That Says About the Shortage. https://slicast.com/zh/article/avhh24 Slicast zh-cn 2026-09-29T21:01:00.000Z Nebius 明日起涨价 17–21%:H100 升至 $4.50/小时,B300 升至 $9.50 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/ko/article/2jeexh Slicast ko 2026-09-29T20:55:00.000Z GE Vernova는 데이터 센터 전력 공급을 위한 미국 소형 모듈식 원자로 경쟁에서 선두 주자로 부상했다. 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/ko/article/1skln6w Slicast ko 2026-09-29T20:32:20.000Z AMD가 AI 선구자 Fei-Fei Li가 설립한 World Labs를 $8.2 billion에 인수하여 반도체 포트폴리오에 독점 AI 소프트웨어 역량을 추가합니다. 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/ko/article/17hin5l Slicast ko 2026-09-29T19:40:49.000Z Cerebras가 Gimlet Labs와 100MW AI 인프라 배포 거래를 발표했으며, 주요 추론 가속기 공급업체로 자리잡고 있습니다. 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/ko/article/1wmt1y0 Slicast ko 2026-09-29T19:30:08.000Z 억만장자 투자자가 주요 독립 GPU 인프라 제공업체 중 하나인 Applied Digital(APLD)에 상당한 지분을 확보했다. 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/ko/article/1lujr6r Slicast ko 2026-09-29T19:28:13.000Z SEMIFIVE가 미국 기업과 $52 million 규모의 AI 칩 개발 계약을 체결하여 특화된 AI 워크로드용 맞춤형 ASIC 솔루션을 확대한다. 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/ko/article/y0ic93 Slicast ko 2026-09-29T19:02:00.000Z 규제당국이 GE Vernova/Hitachi 소형 모듈식 원자로에 대한 첫 번째 미국 건설 허가를 발급했으며, 이는 데이터 센터를 위한 원자력 전력 도입을 가속화한다. 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/ko/article/v6pkm4 Slicast ko 2026-09-29T18:51:48.000Z General Compute가 다년간 AI 추론 배포를 위해 Cerebras를 선택했으며, 추론 가속기 제공업체의 기업 고객층을 확대했습니다. 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/ko/article/19x1l95 Slicast ko 2026-09-29T18:46:41.000Z Broadcom는 $16.7 billion AI engine 수익 부문을 주요 성장 동력으로 보고했으나, AI interconnect 경쟁 심화 속에서 마진 압박에 직면하고 있다. 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/ko/article/1rdpvph Slicast ko 2026-09-29T18:36:24.000Z Samsung이 글로벌 AI 데이터 센터 구축을 지원하는 광범위한 $10+ billion 규모 자본 전략의 일환으로 Helix Digital Infrastructure에 추가 $1 billion을 출자했다. 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/ko/article/wrixq4 Slicast ko 2026-09-29T18:25:00.000Z Nvidia와 AMD가 보류 중인 국방법안의 중국 반도체 수출 제한 완화를 백악관에 촉구했으며, 경쟁력 및 공급망 우려를 언급했다. 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/ko/article/1htd2c9 Slicast ko 2026-09-29T18:21:10.000Z TSMC는 AI 칩 제조를 핵심 초점으로 2nm 노드 개발을 추진하고 있으며, 첨단 패키징과 공정 기술을 경쟁 우위로 활용하고 있습니다. 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/ko/article/19d9yrj Slicast ko 2026-09-29T18:10:34.000Z OpenAI가 ChatGPT의 주간 사용자가 12억 명에 도달했으며, 연간 수익이 700억 달러에 가까워지고 있고 Q3 시작 이후 약 70% 성장하고 있다고 발표했습니다. 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/ko/article/5tc2b6 Slicast ko 2026-09-29T18:05:15.000Z OpenAI는 $1.4T 기업가치에서 신규 자금 $30B를 조달 중이며, 계획된 기업공개(IPO)는 2027년으로 연기됐다. 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/ko/article/106gwom Slicast ko 2026-09-29T17:55:14.000Z 뉴욕 주는 주 전역에 약 10 GW의 AI 인프라 구축이 계획된 대규모 데이터센터 확장을 경험하고 있습니다. 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/ko/article/tywuea Slicast ko 2026-09-29T17:33:38.000Z NVIDIA와 AMD가 국방법안에서 중국 제한을 완화하도록 트럼프 행정부에 로비하는 것으로 알려졌다. 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/ko/article/nyyidl Slicast ko 2026-09-29T17:19:01.000Z Anthropic의 기밀 공시서는 2029년까지 컴퓨팅 용량에 대한 최대 $84.5B의 잠재적 약정을 공개했으며, 이전의 $45B 규모보다 2배 이상이다. 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/ko/article/1xtuy34 Slicast ko 2026-09-29T17:16:23.000Z 텍사스 데이터센터 개발자들이 AI 배포 사이트 선택 시 전력 인프라 가용성을 최우선으로 삼으면서, 기존의 시설 중심 방식에서 벗어나고 있다. 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/ko/article/1ioa3st Slicast ko 2026-09-29T17:13:51.000Z AMD가 Fei-Fei Li의 AI 스타트업 World Labs를 $8.2B에 인수했으며, Li는 Executive Vice President 겸 Chief AI Officer로 합류한다. 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/ko/article/1jycgno Slicast ko 2026-09-29T17:07:00.000Z 번스타인 리서치는 삼성이 고대역폭 메모리(HBM) 시장 점유율을 확대할 것으로 전망하며, 440,000원 주가 목표를 유지하고 있습니다. 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/ko/article/o0zikp Slicast ko 2026-09-29T17:01:48.000Z OpenAI의 연간 매출 실행률이 약 $70B에 도달했으며, 엔터프라이즈 매출이 배증했습니다. 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/ko/article/1v2ifqh Slicast ko 2026-09-29T16:53:35.000Z General Compute가 Cerebras AI 가속기의 대규모 함대를 구매하여 추론 처리 능력을 강화했습니다. 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/ko/article/u981xy Slicast ko 2026-09-29T16:48:56.000Z Anthropic의 기밀 공모 설명서는 $518B 규모 AI 인프라 구축이 취소 불가능한 거래로 광범위하게 구성되어 다년간의 자본 약정을 고정하고 있음을 드러낸다. 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/ko/article/1gvjax0 Slicast ko 2026-09-29T16:09:29.000Z ChangXin Memory (CXMT) 5세대 DRAM 플랫폼이 양산에 진입하며 AI 시스템 메모리 공급을 확대합니다. 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/ko/article/vz6jy3 Slicast ko 2026-09-29T16:04:22.000Z OpenAI의 연간 반복 수익이 약 $70 billion에 도달했으며, 이는 AI 서비스의 대규모 채택과 자본지출 요구를 반영합니다. 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/ko/article/1fz6ezt Slicast ko 2026-09-29T16:03:36.000Z Global Switch의 Paris 데이터 센터는 대규모 Nvidia Blackwell GPU 배포를 호스팅하고 있습니다; 최종 고객은 미공개입니다. 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/ko/article/1ibg6r2 Slicast ko 2026-09-29T15:50:51.000Z Netlist이 특허 침해를 이유로 Google과 Nvidia AI 시스템용 Micron 메모리 칩의 미국 수입금지를 청원하고 있다. 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/ko/article/j6dieu Slicast ko 2026-09-29T15:40:36.000Z Google이 아일랜드 더블린 데이터센터 확장 계획 승인을 획득했다. 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/ko/article/vsgj13 Slicast ko 2026-09-29T15:19:00.000Z 데이터센터 건설 급증으로 $10 trillion capex가 예상되며 전력망 용량이 위협받고, AI 인프라 확대에 전력 공급 병목이 핵심 제약으로 작용한다. 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/ko/article/11sz5e5 Slicast ko 2026-09-29T15:16:18.000Z 글로벌 파운드리 부문 매출이 2026년 Q2에 전년 대비 25% 성장하여 $96.6 billion을 기록했으며, 선진 패키징과 AI 칩 수요에 견인됐다. 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/ko/article/rjy4ti Slicast ko 2026-09-29T15:13:18.000Z Anthropic의 IPO 공시는 이해관계자 및 파트너로부터 $518 billion 규모의 인프라 투자 약정을 공개했다. 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/ko/article/17ahhqj Slicast ko 2026-09-29T14:33:57.000Z Google이 AI 데이터센터 확장을 지원하기 위해 $10.2 billion을 투자하여 396 MW의 지열 발전 용량을 확보했다. 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/ko/article/kqtik Slicast ko 2026-09-29T14:24:25.000Z AMD가 인공지능 모델 회사 World Labs를 $8.2 billion에 인수합니다. 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/ko/article/1gvsvrs Slicast ko 2026-09-29T14:22:06.000Z Anthropic이 IPO를 완료하면서 AI 모델 회사의 밸류에이션을 검증하고 AI 부문 주식을 견인했다. 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/ko/article/1gtipsh Slicast ko 2026-09-29T13:57:53.000Z 메모리 회사 Netlist가 AI 가속기에 사용되는 HBM (High Bandwidth Memory) 기술을 놓고 Micron을 상대로 새로운 ITC 특허 소송을 제기했다. 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/ko/article/8naqbz Slicast ko 2026-09-29T13:46:15.000Z Broadcom-Toppan 합작사가 싱가포르에서 첫 기판 제조 공장을 개설하며 첨단 AI 칩 패키징 수요를 겨냥하고 있다. 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/ko/article/13xkrhi Slicast ko 2026-09-29T13:40:00.000Z 전자기기 제조업체 Jabil이 AI 인프라 캡엑스 성장이 공급업체 마진 확대를 지속할 수 있을지에 대한 시장의 면밀한 관심 속에서 실적을 발표했다. 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/ko/article/16684f1 Slicast ko 2026-09-29T13:35:01.000Z Nvidia와 AMD의 CEO들이 US-China 칩 수출 통제 긴장이 고조되는 가운데 중국 Tsinghua University 자문위원회에 참여 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/ko/article/1s03qrd Slicast ko 2026-09-29T13:31:41.000Z Samsung의 첨단 칩 제조 공정을 중국의 국가 지원 메모리 칩 제조업체인 ChangXin Memory (CXMT)가 추구하고 있다고 알려져 있습니다. 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/ko/article/6xcvwl Slicast ko 2026-09-29T13:18:44.000Z Nvidia와 AMD가 중국 향 첨단 AI 칩에 대한 새로운 수출 제한을 차단 또는 중단하도록 트럼프 행정부에 로비하고 있다. 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/ko/article/dgwyrl Slicast ko 2026-09-29T12:58:24.000Z Goodman Group이 지역사회 반대를 이유로 사전 승인된 $1.2 billion 규모의 Sydney 데이터센터 프로젝트를 포기했다. 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/ko/article/yrh9u2 Slicast ko 2026-09-29T12:53:13.000Z Anthropic의 IPO 공시가 첨단 AI 개발로부터의 실존적 위험에 대해 투자자들을 경고한다. 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/ko/article/1n0q59b Slicast ko 2026-09-29T12:45:00.000Z Uranium Energy가 다중 광산 가동 확대로 $93.13/lb 실현 우라늄 가격을 달성하며 6% 급등; AI 데이터센터를 위한 원자력 관심 증가 속에서 Oklo와 NuScale Power 주가도 상승했습니다. 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/ko/article/ay91bp Slicast ko 2026-09-29T12:40:36.000Z HyperDC는 호주 Geelong 외곽에 400MW 데이터 센터 캠퍼스 건설을 계획하고 있으며, 기존 변전소 및 배터리 에너지 저장 시스템 근처에 위치할 예정입니다. 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/ko/article/1xtjec5 Slicast ko 2026-09-29T12:30:42.000Z Submer가 고객 배포를 위해 맞춤화된 모듈식 침수 냉각식 데이터센터 인프라 모듈을 제공하는 신규 사업부 Corenix를 출시합니다. 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/ko/article/n8v9rs Slicast ko 2026-09-29T12:27:35.000Z 중국의 ChangXin Memory Technologies (CXMT)는 $5.2 billion DRAM 생산 확대에서 국내 반도체 장비 공급업체를 선호한다. 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/ko/article/ku5ovb Slicast ko 2026-09-29T12:22:00.000Z Infineon과 Eaton이 800V DC 데이터 센터 전력 분배를 위한 실리콘카바이드(SiC) 고체 상태 변압기 설계를 발전시키고 있다. 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/ko/article/1jqc0sn Slicast ko 2026-09-29T12:01:24.000Z SK Hynix는 원화 강세 속에서도 주요 고객들과 함께 차세대 HBM 제품의 인수인계 테스트를 진행하고 있다. 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/ko/article/1qihu7a Slicast ko 2026-09-29T11:39:13.000Z Trump 행정부가 AI 규제 및 정책, AI 인프라 및 개발에 대해 논의하기 위해 주요 AI 기업들을 백악관에 소집했다. 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/ko/article/16bu78k Slicast ko 2026-09-29T11:34:39.000Z Amazon이 Hong Kong의 임대인으로부터 임차 데이터센터 시설 2개를 인수하여 장기 통제권을 확보했습니다. 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/ko/article/1ft5bpp Slicast ko 2026-09-29T11:29:32.000Z 저명한 헤지펀드 매니저들이 AI 주식 2개를 2026년 선호 종목으로 선택했으며, 이는 TSMC의 CoWoS 첨단 패키징 용량 제약과 관련된 것으로 전해졌다. 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/ko/article/1ed5g42 Slicast ko 2026-09-29T11:25:00.000Z Developer Moncalieri Logistics가 이탈리아 최대 데이터센터가 될 것이라고 주장하는 계획을 제출했습니다. 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/ko/article/1qxi1g9 Slicast ko 2026-09-29T11:20:00.000Z AMD가 6세대 EPYC 9006 (Venice) 서버 프로세서의 전체 SKU 라인업을 공개했으며, 최상위 256코어 모델은 1Ku 단위당 $15,000으로 책정됐습니다. 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/ko/article/rb3kaz Slicast ko 2026-09-29T11:07:05.000Z Anthropic의 IPO 신청서에 따르면, 회사는 클라이언트 및 인프라 파트너로부터 5,180억 달러의 AI 인프라 약정을 확보했다. 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/ko/article/10uqj37 Slicast ko 2026-09-29T11:00:48.000Z Core42와 UAE Cyber Security Council이 미국 외 인프라를 추구하는 중동 기업들을 위한 주권적 AI 클라우드 서비스를 추진합니다. 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 Latest AI Infrastructure News: September 29, 2026 https://slicast.com/zh/brief/2026-09-29 Slicast zh-cn 2026-09-28T21:16:57.481Z AI 基础设施新闻早报 · 2026年9月29日 https://slicast.com/ko/brief/2026-09-29 Slicast ko 2026-09-28T21:16:57.481Z 최신 AI 인프라 뉴스 · 2026년 9월 29일