https://slicast.com/article/wi72j2 Slicast en 2026-09-14T13:38:32.000Z Z.AI plans to raise $5+ billion through shares and convertible bonds for AI infrastructure expansion. https://slicast.com/zh/article/wi72j2 Slicast zh-cn 2026-09-14T13:38:32.000Z Z.AI计划通过股票和可转债融资50亿美元以上，用于AI基础设施扩展。 https://slicast.com/ko/article/wi72j2 Slicast ko 2026-09-14T13:38:32.000Z Z.AI는 AI 인프라 확장을 위해 주식과 전환사채를 통해 $5+ billion을 조성할 계획입니다. https://slicast.com/article/1drphe8 Slicast en 2026-09-14T13:35:52.000Z Positron AI raises $875 million at $5 billion valuation across two tranches for next-generation AI hardware development. https://slicast.com/zh/article/1drphe8 Slicast zh-cn 2026-09-14T13:35:52.000Z Positron AI 分两轮融资8.75亿美元，估值50亿美元，用于开发下一代AI硬件。 https://slicast.com/ko/article/1drphe8 Slicast ko 2026-09-14T13:35:52.000Z Positron AI가 차세대 AI 하드웨어 개발을 위해 $5 billion 기업가치 평가에서 두 개 트랜시에 걸쳐 $875 million을 조달했다. https://slicast.com/article/1iczmhf Slicast en 2026-09-14T12:50:17.000Z Anthropic revealed to be behind $13.7 billion AI infrastructure deal, driving Rumble stock 20% higher as major compute capacity expansion accelerates. https://slicast.com/zh/article/1iczmhf Slicast zh-cn 2026-09-14T12:50:17.000Z Anthropic被曝为137亿美元AI基础设施交易幕后推手，推动Rumble股价上涨20%，重大算力扩展加速。 https://slicast.com/ko/article/1iczmhf Slicast ko 2026-09-14T12:50:17.000Z Anthropic이 $13.7 billion AI 인프라 거래의 배후로 드러났으며, 주요 컴퓨팅 용량 확장이 가속화되면서 Rumble 주가를 20% 상승시키고 있다. https://slicast.com/article/racwal Slicast en 2026-09-14T12:17:08.000Z Bitdeer Technologies signs 10-year AI cloud deal in Malaysia with $1.1B annual revenue ($11B total), pivoting core bitcoin-mining infrastructure to AI hosting. https://slicast.com/zh/article/racwal Slicast zh-cn 2026-09-14T12:17:08.000Z Bitdeer Technologies在马来西亚签署10年AI云服务协议，年营收11亿美元（总额110亿美元），核心比特币挖矿基础设施转向AI托管。 https://slicast.com/ko/article/racwal Slicast ko 2026-09-14T12:17:08.000Z Bitdeer Technologies가 말레이시아에서 연간 $1.1B 수익($11B 총액) 규모의 10년 AI 클라우드 계약을 체결하며 핵심 비트코인 채굴 인프라를 AI 호스팅으로 전환하고 있다. https://slicast.com/article/151y9rq Slicast en 2026-09-14T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/151y9rq Slicast zh-cn 2026-09-14T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/151y9rq Slicast ko 2026-09-14T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/article/4qqhrq Slicast en 2026-09-14T12:00:00.000Z Vistra files 424B2: prospectus (424B) https://slicast.com/zh/article/4qqhrq Slicast zh-cn 2026-09-14T12:00:00.000Z Vistra 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/4qqhrq Slicast ko 2026-09-14T12:00:00.000Z Vistra files 424B2: prospectus (424B) https://slicast.com/article/mop1m1 Slicast en 2026-09-14T12:00:00.000Z ORACLE CORP files 8-K: other material event https://slicast.com/zh/article/mop1m1 Slicast zh-cn 2026-09-14T12:00:00.000Z ORACLE CORP 提交 8-K：重大事件 https://slicast.com/ko/article/mop1m1 Slicast ko 2026-09-14T12:00:00.000Z ORACLE CORP files 8-K: other material event https://slicast.com/article/tne8u6 Slicast en 2026-09-14T12:00:00.000Z AMAZON COM INC files 8-K: other material event https://slicast.com/zh/article/tne8u6 Slicast zh-cn 2026-09-14T12:00:00.000Z AMAZON COM INC 提交 8-K：重大事件 https://slicast.com/ko/article/tne8u6 Slicast ko 2026-09-14T12:00:00.000Z AMAZON COM INC files 8-K: other material event https://slicast.com/article/2ijic7 Slicast en 2026-09-14T11:14:00.000Z Dario Amodei (Anthropic), Sam Altman (OpenAI), and Elon Musk jointly call for AI development slowdown to address safety concerns, breaking prior competitive silence. https://slicast.com/zh/article/2ijic7 Slicast zh-cn 2026-09-14T11:14:00.000Z Dario Amodei（Anthropic）、Sam Altman（OpenAI）和Elon Musk联合呼吁放缓AI发展以应对安全隐忧，打破既往竞争沉默。 https://slicast.com/ko/article/2ijic7 Slicast ko 2026-09-14T11:14:00.000Z Dario Amodei (Anthropic), Sam Altman (OpenAI), Elon Musk가 안전 우려를 해결하기 위해 AI 개발 속도 조절을 공동으로 촉구하며, 기존의 경쟁적 침묵을 깨고 있다. https://slicast.com/commentary/nextdc-2026-09-13 Slicast en 2026-09-13T21:42:03.368Z NEXTDC Capital Raise, September 2026: What the AUD 796 Million Equity Offering Signals for Asia-Pacific AI Infrastructure https://slicast.com/zh/commentary/nextdc-2026-09-13 Slicast zh-cn 2026-09-13T21:42:03.368Z NEXTDC 2026年9月增资：7.96亿澳元增发背后的亚太AI基础设施扩张逻辑 https://slicast.com/ko/commentary/nextdc-2026-09-13 Slicast ko 2026-09-13T21:42:03.368Z NEXTDC Capital Raise, September 2026: What the AUD 796 Million Equity Offering Signals for Asia-Pacific AI Infrastructure https://slicast.com/commentary/baidu-2026-09-13 Slicast en 2026-09-13T21:35:26.591Z Baidu AI Revenue Sustains 50% Threshold and Chip Unit Eyes IPO, September 2026 https://slicast.com/zh/commentary/baidu-2026-09-13 Slicast zh-cn 2026-09-13T21:35:26.591Z 百度AI收入连续两季度超半，芯片部门谋求独立上市，2026年9月 https://slicast.com/ko/commentary/baidu-2026-09-13 Slicast ko 2026-09-13T21:35:26.591Z Baidu AI Revenue Sustains 50% Threshold and Chip Unit Eyes IPO, September 2026 https://slicast.com/commentary/anthropic-2026-09-13 Slicast en 2026-09-13T21:31:27.834Z Why Anthropic's $517 Billion in Compute Deals Falls Short of Its AI Training Roadmap https://slicast.com/zh/commentary/anthropic-2026-09-13 Slicast zh-cn 2026-09-13T21:31:27.834Z Anthropic为何以5170亿美元算力合同仍无法满足其AI训练路线图 https://slicast.com/ko/commentary/anthropic-2026-09-13 Slicast ko 2026-09-13T21:31:27.834Z Why Anthropic's $517 Billion in Compute Deals Falls Short of Its AI Training Roadmap https://slicast.com/commentary/nebius-2026-09-13 Slicast en 2026-09-13T21:27:25.890Z Why Nebius Needs $250 Billion to Scale Its AI Cloud Through 2030 https://slicast.com/zh/commentary/nebius-2026-09-13 Slicast zh-cn 2026-09-13T21:27:25.890Z Nebius 2030年AI云扩张为何需要2500亿美元 https://slicast.com/ko/commentary/nebius-2026-09-13 Slicast ko 2026-09-13T21:27:25.890Z Why Nebius Needs $250 Billion to Scale Its AI Cloud Through 2030 https://slicast.com/commentary/oklo-2026-09-13 Slicast en 2026-09-13T21:20:38.720Z Oklo Equity Offering, September 2026: A Second Follow-On in One Month Sends Shares Down 9.2% https://slicast.com/zh/commentary/oklo-2026-09-13 Slicast zh-cn 2026-09-13T21:20:38.720Z Oklo增发股票 2026年9月：一个月内二度融资致股价下跌9.2% https://slicast.com/ko/commentary/oklo-2026-09-13 Slicast ko 2026-09-13T21:20:38.720Z Oklo Equity Offering, September 2026: A Second Follow-On in One Month Sends Shares Down 9.2% https://slicast.com/brief/2026-09-14 Slicast en 2026-09-13T21:16:55.010Z AI Infrastructure Briefing — 2026-09-14 https://slicast.com/zh/brief/2026-09-14 Slicast zh-cn 2026-09-13T21:16:55.010Z AI 基础设施早报 · 2026-09-14 https://slicast.com/ko/brief/2026-09-14 Slicast ko 2026-09-13T21:16:55.010Z AI 인프라 브리핑 · 2026-09-14 https://slicast.com/article/1wz8jc6 Slicast en 2026-09-13T20:34:56.000Z A hyperscale data center in Queensland could draw approximately one-quarter of the state's total electricity consumption. https://slicast.com/zh/article/1wz8jc6 Slicast zh-cn 2026-09-13T20:34:56.000Z 昆士兰州一座超大规模数据中心可能消耗该州总电力使用量的四分之一左右。 https://slicast.com/ko/article/1wz8jc6 Slicast ko 2026-09-13T20:34:56.000Z 퀸즐랜드의 하이퍼스케일 데이터 센터는 해당 주 전체 전기 소비량의 약 사분의 일을 차지할 수 있다. https://slicast.com/article/z5shh3 Slicast en 2026-09-13T20:22:50.000Z Iron Mountain (IRM) is positioned as undervalued following a new AI compute lease agreement with a Saudi Arabian bank. https://slicast.com/zh/article/z5shh3 Slicast zh-cn 2026-09-13T20:22:50.000Z Iron Mountain (IRM)因与一家沙特阿拉伯银行的新AI计算租赁协议而被认为被低估。 https://slicast.com/ko/article/z5shh3 Slicast ko 2026-09-13T20:22:50.000Z Iron Mountain (IRM)은 사우디 아라비아 은행과의 새로운 AI 컴퓨팅 리스 계약을 계기로 저평가된 것으로 평가받고 있습니다. https://slicast.com/article/4rtjbf Slicast en 2026-09-13T20:05:41.000Z Nvidia CEO Jensen Huang rejects claims that the AI capex boom represents circular financing, as industry scrutiny over investment justification intensifies. https://slicast.com/zh/article/4rtjbf Slicast zh-cn 2026-09-13T20:05:41.000Z 英伟达CEO黄仁勋驳斥AI资本支出热潮构成循环融资的说法,但行业对投资正当性的审查仍在加强。 https://slicast.com/ko/article/4rtjbf Slicast ko 2026-09-13T20:05:41.000Z Nvidia CEO Jensen Huang은 AI 자본 지출 붐이 순환 금융을 나타낸다는 주장을 부정하고 있으며, 투자 정당성을 둘러싼 업계의 정밀 조사가 심화되고 있다. https://slicast.com/article/127188p Slicast en 2026-09-13T20:03:32.000Z Seoul's data center vacancy rate ranks as Asia's second-lowest, after Malaysia's Johor Bahru, reflecting tight regional capacity in AI compute hubs. https://slicast.com/zh/article/127188p Slicast zh-cn 2026-09-13T20:03:32.000Z 首尔数据中心空置率为亚洲第二低,仅次于马来西亚柔佛,反映AI计算枢纽的地区容量紧张。 https://slicast.com/ko/article/127188p Slicast ko 2026-09-13T20:03:32.000Z 서울 데이터센터 공실률은 말레이시아 조호르바루에 이어 아시아 두 번째로 낮으며, AI 컴퓨팅 허브의 제한된 지역 용량을 반영합니다. https://slicast.com/article/j2dqkp Slicast en 2026-09-13T19:54:49.000Z China's open-weight AI models are positioned to supply BRICS nations (Brazil, Russia, India, China, South Africa) as an alternative to Western platforms. https://slicast.com/zh/article/j2dqkp Slicast zh-cn 2026-09-13T19:54:49.000Z 中国开源权重AI模型被定位为向金砖国家(巴西、俄罗斯、印度、中国、南非)供应替代方案。 https://slicast.com/ko/article/j2dqkp Slicast ko 2026-09-13T19:54:49.000Z 중국의 오픈웨이트 AI 모델은 BRICS 국가들(Brazil, Russia, India, China, South Africa)에 서방 플랫폼의 대안으로 공급하도록 준비되어 있다. https://slicast.com/article/k6vdap Slicast en 2026-09-13T18:38:00.000Z Applied Materials' Japan operations are leveraging AI to accelerate chip materials discovery and optimization. https://slicast.com/zh/article/k6vdap Slicast zh-cn 2026-09-13T18:38:00.000Z 应用材料公司的日本业务正在利用AI加速芯片材料发现和优化。 https://slicast.com/ko/article/k6vdap Slicast ko 2026-09-13T18:38:00.000Z Applied Materials의 일본 사업이 칩 소재 발견 및 최적화를 가속화하기 위해 AI를 활용하고 있습니다. https://slicast.com/article/16nldb3 Slicast en 2026-09-13T18:07:00.000Z Nvidia and Broadcom both delivered strong earnings; analyst debates center on which AI chip powerhouse offers greater upside potential. https://slicast.com/zh/article/16nldb3 Slicast zh-cn 2026-09-13T18:07:00.000Z 英伟达和博通均交付强劲财报;分析师辩论聚焦于哪家AI芯片领导者提供更大上升空间。 https://slicast.com/ko/article/16nldb3 Slicast ko 2026-09-13T18:07:00.000Z Nvidia와 Broadcom은 모두 견조한 실적을 기록했으며, 분석가 논의는 어느 AI 칩 강자가 더 큰 상승 가능성을 제공하는지에 집중되고 있습니다. https://slicast.com/article/9jjn21 Slicast en 2026-09-13T17:44:22.000Z Trump downplays concerns about restricting AI development and emphasizes not wanting to cede competitive advantage to China. https://slicast.com/zh/article/9jjn21 Slicast zh-cn 2026-09-13T17:44:22.000Z 特朗普淡化对限制AI发展的关注,强调不想向中国让步竞争优势。 https://slicast.com/ko/article/9jjn21 Slicast ko 2026-09-13T17:44:22.000Z 트럼프는 AI 개발 제한에 관한 우려를 축소하면서 중국에 경쟁 우위를 내주고 싶지 않다는 입장을 강조했다. https://slicast.com/article/3retux Slicast en 2026-09-13T17:13:53.000Z AMD and Intel's AI Compute Extensions have been integrated into GCC, enabling compiler-level support for x86 AI acceleration. https://slicast.com/zh/article/3retux Slicast zh-cn 2026-09-13T17:13:53.000Z AMD和英特尔的AI计算扩展已集成到GCC中,启用x86 AI加速的编译器级别支持。 https://slicast.com/ko/article/3retux Slicast ko 2026-09-13T17:13:53.000Z AMD와 Intel의 AI Compute Extensions가 GCC에 통합되어 x86 AI 가속화를 위한 컴파일러 수준의 지원을 가능하게 한다. https://slicast.com/article/rgypng Slicast en 2026-09-13T16:56:36.000Z The Artificial Intelligence and Innovation Partnership (ARI) pushes Congress to strengthen AI chip export controls in the defense authorization bill. https://slicast.com/zh/article/rgypng Slicast zh-cn 2026-09-13T16:56:36.000Z 人工智能与创新伙伴关系(ARI)推动国会在国防授权法中加强AI芯片出口管制。 https://slicast.com/ko/article/rgypng Slicast ko 2026-09-13T16:56:36.000Z Artificial Intelligence and Innovation Partnership (ARI)가 국방인가법에서 AI 칩 수출 통제를 강화하도록 의회를 압박하고 있다. https://slicast.com/article/58qb16 Slicast en 2026-09-13T16:20:19.000Z Trump is being urged to address AI development risks in his planned meeting with Xi Jinping, with parallels drawn to Cold War nuclear arms negotiations. https://slicast.com/zh/article/58qb16 Slicast zh-cn 2026-09-13T16:20:19.000Z 特朗普被敦促在与习近平的计划会议中解决AI开发风险,类似冷战核军备谈判。 https://slicast.com/ko/article/58qb16 Slicast ko 2026-09-13T16:20:19.000Z Trump가 Xi Jinping과의 예정된 회의에서 AI 개발 위험을 다루도록 촉구받고 있으며, 냉전 핵 군비 협상과의 유사성이 지적되고 있다. https://slicast.com/article/1lc327 Slicast en 2026-09-13T16:02:03.000Z Public debate intensifies over data center siting and permitting, with competing perspectives on infrastructure necessity versus environmental and community concerns. https://slicast.com/zh/article/1lc327 Slicast zh-cn 2026-09-13T16:02:03.000Z 关于数据中心选址和许可证的公开辩论加剧,对基础设施必要性与环保及社区关切形成对比。 https://slicast.com/ko/article/1lc327 Slicast ko 2026-09-13T16:02:03.000Z 데이터 센터 입지 및 허가 논의가 심화되고 있으며, 인프라 필요성 대 환경·지역사회 우려 간의 상충하는 관점들이 제기되고 있다. https://slicast.com/article/k0jxxk Slicast en 2026-09-13T16:00:27.000Z Data center retrofitting and upgrades offer a faster path to winning the AI infrastructure race than greenfield construction. https://slicast.com/zh/article/k0jxxk Slicast zh-cn 2026-09-13T16:00:27.000Z 数据中心改造和升级相比新建绿地提供更快的AI基础设施竞争路径。 https://slicast.com/ko/article/k0jxxk Slicast ko 2026-09-13T16:00:27.000Z 데이터 센터 개조 및 업그레이드는 신규 건설보다 AI 인프라 경쟁에서 승리하기 위한 더 빠른 경로를 제공한다. https://slicast.com/article/10it9gl Slicast en 2026-09-13T16:00:00.000Z Broadcom outlook signals major shifts ahead, implying significant changes in AI networking and custom silicon demand. https://slicast.com/zh/article/10it9gl Slicast zh-cn 2026-09-13T16:00:00.000Z 博通股票前景信号重大变化,暗示AI网络和定制硅需求的重大转变。 https://slicast.com/ko/article/10it9gl Slicast ko 2026-09-13T16:00:00.000Z 브로드컴 전망이 앞으로의 주요 변화를 시사하며, AI 네트워킹 및 맞춤형 실리콘 수요의 상당한 변화를 암시한다. https://slicast.com/article/1m2vlr5 Slicast en 2026-09-13T15:36:00.000Z Anthropic locks down $517 billion in compute capacity commitments ahead of its IPO, yet signals this remains insufficient for its AI training roadmap. https://slicast.com/zh/article/1m2vlr5 Slicast zh-cn 2026-09-13T15:36:00.000Z Anthropic在IPO前已锁定5170亿美元计算容量承诺,但表示这对其AI训练路线图仍不足。 https://slicast.com/ko/article/1m2vlr5 Slicast ko 2026-09-13T15:36:00.000Z Anthropic이 IPO를 앞두고 $517 billion 규모의 컴퓨트 용량 약정을 확보했으나, AI 훈련 로드맵을 위해 여전히 부족하다는 신호를 보내고 있다. https://slicast.com/article/1bulvr1 Slicast en 2026-09-13T15:15:02.000Z Broadcom retains a key role in OpenAI's custom AI chip strategy despite OpenAI's silicon partnership with Samsung for manufacturing. https://slicast.com/zh/article/1bulvr1 Slicast zh-cn 2026-09-13T15:15:02.000Z 尽管OpenAI与三星合作进行硅制造,博通在OpenAI的定制AI芯片战略中保持关键角色。 https://slicast.com/ko/article/1bulvr1 Slicast ko 2026-09-13T15:15:02.000Z Broadcom은 제조를 위한 Samsung 반도체 파트너십에도 불구하고 OpenAI의 맞춤형 AI 칩 전략에서 핵심 역할을 유지하고 있다. https://slicast.com/article/8pwy9x Slicast en 2026-09-13T15:01:13.000Z Indian PM Modi warns against weaponizing critical minerals and technology amid US-China rivalry, signaling India's autonomy in supply chains. https://slicast.com/zh/article/8pwy9x Slicast zh-cn 2026-09-13T15:01:13.000Z 印度总理莫迪警告不要在美中竞争中武器化关键矿物和技术,示意印度在供应链中的自主性。 https://slicast.com/ko/article/8pwy9x Slicast ko 2026-09-13T15:01:13.000Z 인도 모디 총리가 미국-중국 경쟁 속 전략 광물과 기술 무기화에 경고하면서 공급망에서 인도의 자율성을 드러낸다. https://slicast.com/article/orm8c5 Slicast en 2026-09-13T14:48:34.000Z West Virginia data center proposals face mounting scrutiny over operational secrecy and environmental and pollution risks tied to massive power and cooling infrastructure. https://slicast.com/zh/article/orm8c5 Slicast zh-cn 2026-09-13T14:48:34.000Z 西弗吉尼亚州数据中心提案面临对运营保密性和与大规模电力冷却基础设施相关的环保污染风险的日益关注。 https://slicast.com/ko/article/orm8c5 Slicast ko 2026-09-13T14:48:34.000Z 웨스트버지니아 데이터 센터 제안들이 운영 비밀성 및 대규모 전력·냉각 인프라와 연결된 환경·오염 위험을 놓고 증가하는 정밀조사에 직면하고 있다. https://slicast.com/article/eoimii Slicast en 2026-09-13T14:13:14.000Z Nvidia partners with Australian stakeholders to establish a 2GW AI compute campus in the Asia-Pacific region. https://slicast.com/zh/article/eoimii Slicast zh-cn 2026-09-13T14:13:14.000Z 英伟达与澳大利亚合作伙伴建立2GW的AI算力园区。 https://slicast.com/ko/article/eoimii Slicast ko 2026-09-13T14:13:14.000Z Nvidia는 호주 이해관계자들과 협력하여 Asia-Pacific 지역에 2GW AI 컴퓨팅 캠퍼스를 구축합니다. https://slicast.com/article/mhdlfr Slicast en 2026-09-13T14:10:00.000Z Senators Bernie Sanders and Greg Cezar introduced the Ban Artificial Superintelligence Act, imposing up to 20-year prison sentences for developers pursuing unaligned advanced AI systems. https://slicast.com/zh/article/mhdlfr Slicast zh-cn 2026-09-13T14:10:00.000Z 参议员伯尼·桑德斯和格雷格·塞泽提出《禁止人工超级智能法案》，对追求不一致高级AI系统的开发者处以最高20年监禁。 https://slicast.com/ko/article/mhdlfr Slicast ko 2026-09-13T14:10:00.000Z 버니 샌더스 상원의원과 그렉 세자르 상원의원이 Ban Artificial Superintelligence Act를 제출했으며, 이는 정렬되지 않은 고급 AI 시스템을 추구하는 개발자들에게 최대 20년 징역형을 부과합니다. https://slicast.com/analysis/2026-09-14 Slicast en 2026-09-13T14:00:00.000Z Why AI's Power Crisis Is Forcing Hyperscalers to Restart Nuclear Plants https://slicast.com/zh/analysis/2026-09-14 Slicast zh-cn 2026-09-13T14:00:00.000Z 为什么AI的能源危机迫使超大规模云服务商重启核电站 https://slicast.com/ko/analysis/2026-09-14 Slicast ko 2026-09-13T14:00:00.000Z Why AI's Power Crisis Is Forcing Hyperscalers to Restart Nuclear Plants https://slicast.com/article/l891hq Slicast en 2026-09-13T13:47:05.000Z Anthropic CEO and OpenAI's Sam Altman both publicly urge the AI industry to moderate growth and scaling efforts in response to tightening export controls on advanced chips to China. https://slicast.com/zh/article/l891hq Slicast zh-cn 2026-09-13T13:47:05.000Z Anthropic首席执行官和OpenAI的Sam Altman都公开呼吁AI产业放缓增长速度，以应对对华高端芯片出口管制的收紧。 https://slicast.com/ko/article/l891hq Slicast ko 2026-09-13T13:47:05.000Z Anthropic CEO와 OpenAI의 Sam Altman은 중국으로의 첨단 칩 수출 규제 강화에 대응하여 AI 산업의 성장과 규모 확대 노력 완화를 공개적으로 촉구했습니다. https://slicast.com/article/1pe982v Slicast en 2026-09-13T13:42:16.000Z Sam Altman confirms OpenAI will not pursue an IPO in 2026, with the company citing AI safety and responsible scaling as reasons to remain privately funded. https://slicast.com/zh/article/1pe982v Slicast zh-cn 2026-09-13T13:42:16.000Z Sam Altman确认OpenAI不会在2026年进行IPO，称AI安全和负责任的扩展是保持私人融资的原因。 https://slicast.com/ko/article/1pe982v Slicast ko 2026-09-13T13:42:16.000Z Sam Altman은 OpenAI가 2026년 IPO를 추진하지 않을 것이라고 밝혔다. AI 안전성과 책임감 있는 확장을 민간 자금 유지의 이유로 제시했다. https://slicast.com/article/1bbv2sv Slicast en 2026-09-13T13:31:06.000Z A major AI data-center campus, described as a 'small city,' is under construction in the US Great Plains, offering lower-cost power and land for compute infrastructure. https://slicast.com/zh/article/1bbv2sv Slicast zh-cn 2026-09-13T13:31:06.000Z 一个被称为'小城市'的大型AI数据中心园区正在美国大平原地区建设中，提供低成本的电力和土地。 https://slicast.com/ko/article/1bbv2sv Slicast ko 2026-09-13T13:31:06.000Z 미국 그레이트 플레인즈에 '소도시'로 불리는 대규모 AI 데이터센터 캠퍼스가 건설 중이며, 컴퓨팅 인프라를 위해 저렴한 전력과 부지를 제공합니다. https://slicast.com/article/lpjauo Slicast en 2026-09-13T13:20:47.000Z The US Federal Energy Regulatory Commission adopted an 'interventionist' approach to accelerate permitting and grid interconnection timelines for large-load AI data centers. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-09-13T13:20:47.000Z 美国联邦能源管理委员会（FERC）采取'干预主义'措施加快AI大负荷数据中心的许可和并网流程。 https://slicast.com/ko/article/lpjauo Slicast ko 2026-09-13T13:20:47.000Z 미국 연방에너지규제위원회가 대규모 AI 데이터센터를 위한 인허가 및 전력망 계통연계 일정을 가속화하기 위해 '개입주의적' 접근법을 채택했다. https://slicast.com/article/45izg7 Slicast en 2026-09-13T12:44:16.000Z Qualcomm secured a ~$60 billion, multi-year AI accelerator supply agreement with Amazon, marking a major diversification in the GPU supply chain away from Nvidia. https://slicast.com/zh/article/45izg7 Slicast zh-cn 2026-09-13T12:44:16.000Z 高通与Amazon达成了价值约600亿美元的多年期AI加速器供应协议，标志着GPU供应链向非英伟达方案的重大分散。 https://slicast.com/ko/article/45izg7 Slicast ko 2026-09-13T12:44:16.000Z Qualcomm이 Amazon과 약 600억 달러 규모의 다년간 AI 가속기 공급 계약을 확보했으며, 이는 GPU 공급망에서 Nvidia로부터의 주요 다각화를 의미한다. https://slicast.com/article/h1si21 Slicast en 2026-09-13T12:19:55.000Z Chinese domestic AI chip companies achieved profitability in 2026's first half, following years of government subsidies and R&D investment, marking a milestone in supply-chain localization. https://slicast.com/zh/article/h1si21 Slicast zh-cn 2026-09-13T12:19:55.000Z 中国国产AI芯片企业在2026年上半年实现盈利，经历多年政府补贴和研发投入，标志着供应链本地化的里程碑。 https://slicast.com/ko/article/h1si21 Slicast ko 2026-09-13T12:19:55.000Z 중국 국내 AI 칩 회사들이 수년간의 정부 보조금과 R&D 투자를 거쳐 2026년 상반기에 수익성을 달성했으며, 공급망 현지화에서 중요한 이정표를 기록했다. https://slicast.com/article/1uls2r1 Slicast en 2026-09-13T12:17:41.000Z Zhipu AI, operator of the ChatGLM frontier model, raised $5 billion in Series C funding, framing the capital as ongoing fuel for competition rather than a milestone celebration. https://slicast.com/zh/article/1uls2r1 Slicast zh-cn 2026-09-13T12:17:41.000Z 开发ChatGLM前沿模型的智谱AI完成5亿美元C轮融资，将其定位为长期竞争的补给而非里程碑庆祝。 https://slicast.com/ko/article/1uls2r1 Slicast ko 2026-09-13T12:17:41.000Z Zhipu AI는 ChatGLM 프론티어 모델의 운영사로서 Series C 펀딩을 통해 50억 달러를 조달했으며, 이를 이정표 축하보다는 경쟁을 위한 지속적 원동력으로 표현했다. https://slicast.com/article/1qkjyta Slicast en 2026-09-13T12:11:18.000Z Lam Research, a semiconductor-equipment leader, upgraded 2026 revenue guidance, citing sustained AI demand and advanced-packaging growth (HBM, chiplet interconnect). https://slicast.com/zh/article/1qkjyta Slicast zh-cn 2026-09-13T12:11:18.000Z 半导体设备领导者Lam Research上调2026年收入指引，归功于持续的AI需求和先进封装增长（HBM、小芯片互连）。 https://slicast.com/ko/article/1qkjyta Slicast ko 2026-09-13T12:11:18.000Z 반도체 장비 업계 선도 기업인 Lam Research가 지속적인 AI 수요와 고급 패키징 성장(HBM, chiplet interconnect)을 배경으로 2026년 매출 가이던스를 상향조정했다. https://slicast.com/article/19zbatg Slicast en 2026-09-13T12:00:00.000Z Anthropic and US authorities disclosed that Chinese military researchers and tech giants including Alibaba used Claude to develop 16 air-defense suppression tools, draft anti-torpedo specifications, a https://slicast.com/zh/article/19zbatg Slicast zh-cn 2026-09-13T12:00:00.000Z Anthropic和美国当局披露，中国军方研究人员和科技巨头（包括阿里巴巴）使用Claude开发16项防空压制工具、起草反鱼雷规格书，执行1.51亿次蒸馏查询。 https://slicast.com/ko/article/19zbatg Slicast ko 2026-09-13T12:00:00.000Z 앤스로픽과 미국 당국이 알리바바를 포함한 중국 군사 연구원과 기술 대기업들이 Claude를 사용해 16개의 방공 억제 도구를 개발하고 어뢰 방어 규격을 작성했으며 1억 5,100만 건의 증류 쿼리를 실행했다고 공개했다. https://slicast.com/article/10y8e7l Slicast en 2026-09-13T11:57:55.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-13T11:57:55.000Z Parallel - AI Agent网页基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-13T11:57:55.000Z Parallel - AI 에이전트용 웹 인프라 https://slicast.com/article/ipevcn Slicast en 2026-09-13T11:42:00.000Z Cameco and the uranium/nuclear fuel sector are benefiting from data-center operator interest in nuclear baseload power and SMR contracts for decarbonization and grid-constraint solutions. https://slicast.com/zh/article/ipevcn Slicast zh-cn 2026-09-13T11:42:00.000Z Cameco和铀/核燃料部门受益于数据中心运营商对核基荷电力和小型模块堆（SMR）合同的兴趣，以实现脱碳和电网解决方案。 https://slicast.com/ko/article/ipevcn Slicast ko 2026-09-13T11:42:00.000Z Cameco 및 우라늄/핵연료 부문은 핵 기저부하 전력과 탈탄소화·전력망 제약 해결을 위한 SMR 계약에 대한 데이터센터 운영자의 관심으로부터 혜택을 받고 있습니다. https://slicast.com/article/1moknie Slicast en 2026-09-13T11:40:55.000Z Nscale's ongoing funding negotiations are testing Dell and Nokia's strategic commitments and supply relationships in the AI infrastructure vendor ecosystem. https://slicast.com/zh/article/1moknie Slicast zh-cn 2026-09-13T11:40:55.000Z Nscale的融资谈判正在考验Dell和Nokia在AI基础设施供应商生态中的战略承诺和供应关系。 https://slicast.com/ko/article/1moknie Slicast ko 2026-09-13T11:40:55.000Z Nscale의 진행 중인 자금 조달 협상은 AI 인프라 공급업체 생태계에서 Dell과 Nokia의 전략적 약속과 공급 관계를 시험하고 있다. https://slicast.com/article/14mtox6 Slicast en 2026-09-13T11:02:36.000Z Market analysts warn that Wall Street's AI infrastructure investment bubble may be deflating, with risks of systemic equity-market spillovers and valuation compression. https://slicast.com/zh/article/14mtox6 Slicast zh-cn 2026-09-13T11:02:36.000Z 市场分析人士警告华尔街的AI基础设施投资泡沫可能破裂，存在系统性股市溅射和估值压缩的风险。 https://slicast.com/ko/article/14mtox6 Slicast ko 2026-09-13T11:02:36.000Z 시장 분석가들은 월스트리트의 AI 인프라 투자 거품이 수축할 수 있으며 체계적 주식시장 파급 효과와 밸류에이션 압축의 위험이 있다고 경고합니다. https://slicast.com/article/1jfhdn5 Slicast en 2026-09-13T11:00:30.000Z Data-center operators and grid planners are repositioning AI compute facilities from grid 'constraints' to grid 'assets,' leveraging demand response, energy storage, and frequency support services. https://slicast.com/zh/article/1jfhdn5 Slicast zh-cn 2026-09-13T11:00:30.000Z 数据中心运营商和电网规划者将AI计算设施从电网'约束'重新定位为电网'资产'，利用需求响应、储能和频率支持服务。 https://slicast.com/ko/article/1jfhdn5 Slicast ko 2026-09-13T11:00:30.000Z 데이터센터 운영자와 전력망 계획자들이 AI 컴퓨팅 시설을 전력망 '제약'에서 '자산'으로 재편성하며, 수요 대응, 에너지 저장, 주파수 지원 서비스를 활용하고 있습니다. https://slicast.com/article/4m6ykt Slicast en 2026-09-13T10:32:21.000Z NVIDIA acquired HuggingFace for $12.9 billion, consolidating control over open-source model distribution while Chinese competitors like DeepSeek expand hiring and research operations. https://slicast.com/zh/article/4m6ykt Slicast zh-cn 2026-09-13T10:32:21.000Z NVIDIA以129亿美元收购HuggingFace，整合开源模型分发的控制权，同时DeepSeek等中国竞争对手扩大招聘和研究运营。 https://slicast.com/ko/article/4m6ykt Slicast ko 2026-09-13T10:32:21.000Z NVIDIA가 HuggingFace를 $12.9 billion에 인수하며 오픈소스 모델 배포에 대한 지배력을 공고히 하는 가운데, DeepSeek 같은 중국 경쟁사들은 채용과 연구 운영을 확대하고 있다. https://slicast.com/article/1glycq Slicast en 2026-09-13T09:16:42.000Z A $200 million data centre is proposed for Beard, Northern Territory, meeting local standards on power and water infrastructure. https://slicast.com/zh/article/1glycq Slicast zh-cn 2026-09-13T09:16:42.000Z 一座2亿美元的数据中心项目提议在北领地Beard地区建设，符合当地电力和供水基础设施标准。 https://slicast.com/ko/article/1glycq Slicast ko 2026-09-13T09:16:42.000Z Beard, Northern Territory에 $200 million 규모의 데이터 센터 건설이 제안되었으며 전력 및 수자원 인프라에 관한 지역 기준을 충족합니다. https://slicast.com/article/1gmvhp4 Slicast en 2026-09-13T09:02:00.000Z Calls from AI labs including Anthropic and OpenAI for slowing model development are creating uncertainty around future chip demand, pressuring semiconductor stock valuations. https://slicast.com/zh/article/1gmvhp4 Slicast zh-cn 2026-09-13T09:02:00.000Z Anthropic和OpenAI等AI实验室呼吁放缓模型开发，围绕未来芯片需求制造不确定性，压低半导体股估值。 https://slicast.com/ko/article/1gmvhp4 Slicast ko 2026-09-13T09:02:00.000Z Anthropic과 OpenAI를 포함한 AI 랩들의 모델 개발 둔화 요청이 향후 칩 수요에 대한 불확실성을 야기하고 반도체 주식 평가를 압박하고 있다. https://slicast.com/article/6p8n53 Slicast en 2026-09-13T08:58:28.000Z Oracle reported Q1 fiscal 2027 revenue of $19.3 billion with commentary on AI buildout being self-funding from operational cash flow. https://slicast.com/zh/article/6p8n53 Slicast zh-cn 2026-09-13T08:58:28.000Z Oracle报告2027财年Q1收入193亿美元，评论AI基础设施建设可从运营现金流自我融资。 https://slicast.com/ko/article/6p8n53 Slicast ko 2026-09-13T08:58:28.000Z Oracle이 2027 회계년도 Q1 매출 $19.3 billion을 발표했으며, AI buildout이 영업 현금 흐름으로 자체 조달 가능하다고 언급했다. https://slicast.com/article/1cfusv7 Slicast en 2026-09-13T08:53:00.000Z Sam Altman, Elon Musk, and Demis Hassabis backed Dario Amodei's call for slower AI development pace; separately, OpenAI pushed its planned IPO to 2027. https://slicast.com/zh/article/1cfusv7 Slicast zh-cn 2026-09-13T08:53:00.000Z Sam Altman、Elon Musk和Demis Hassabis支持Dario Amodei呼吁放缓AI开发步伐；OpenAI将计划IPO推迟至2027年。 https://slicast.com/ko/article/1cfusv7 Slicast ko 2026-09-13T08:53:00.000Z Sam Altman, Elon Musk, Demis Hassabis가 Dario Amodei의 인공지능 개발 속도 둔화 촉구를 지지했으며, 별도로 OpenAI는 계획된 기업공개를 2027년으로 연기했다. https://slicast.com/article/697rb0 Slicast en 2026-09-13T08:49:03.000Z Nebius, a leading European AI infrastructure provider, stated it needs $250 billion in funding to execute its planned AI data centre and compute expansion through 2030. https://slicast.com/zh/article/697rb0 Slicast zh-cn 2026-09-13T08:49:03.000Z 欧洲领先的AI基础设施提供商Nebius表示需要2500亿美元资金执行到2030年的计划AI数据中心和计算扩展。 https://slicast.com/ko/article/697rb0 Slicast ko 2026-09-13T08:49:03.000Z 유럽의 주요 AI 인프라 제공업체인 Nebius는 2030년까지 계획된 AI 데이터 센터와 컴퓨팅 확장을 실행하기 위해 2,500억 달러의 자금이 필요하다고 밝혔습니다. https://slicast.com/article/lu3f4h Slicast en 2026-09-13T08:37:05.000Z JPMorgan upgraded Meta and named KLA Tencor a top semiconductor equipment stock, signaling analyst confidence in capital equipment makers' growth trajectory. https://slicast.com/zh/article/lu3f4h Slicast zh-cn 2026-09-13T08:37:05.000Z 摩根大通升级Meta评级，将KLA Tencor列为顶级半导体设备股，表示分析师对资本设备制造商增长轨迹的信心。 https://slicast.com/ko/article/lu3f4h Slicast ko 2026-09-13T08:37:05.000Z JPMorgan이 Meta를 상향평가하고 KLA Tencor를 반도체 장비 주식 최고로 선정하면서, 자본 장비 제조사의 성장 가능성에 대한 애널리스트의 신뢰를 나타내고 있습니다. https://slicast.com/article/xery4u Slicast en 2026-09-13T08:31:59.000Z SK Hynix is advancing toward a US public listing, marking the major memory supplier's entry into US equity capital markets. https://slicast.com/zh/article/xery4u Slicast zh-cn 2026-09-13T08:31:59.000Z SK Hynix推进美国上市，标志这家主要内存供应商进入美国股权资本市场。 https://slicast.com/ko/article/xery4u Slicast ko 2026-09-13T08:31:59.000Z SK Hynix가 미국 상장을 향해 진행 중이며, 주요 메모리 공급업체의 미국 주식 자본시장 진출을 의미합니다. https://slicast.com/article/1s24udh Slicast en 2026-09-13T08:24:34.000Z Samsung and SK Hynix face tightening export controls and regulatory pressure from both the US and China, threatening their cross-border supply relationships. https://slicast.com/zh/article/1s24udh Slicast zh-cn 2026-09-13T08:24:34.000Z 三星和SK Hynix面临来自美国和中国的出口管制和监管压力升级，威胁其跨境供应关系。 https://slicast.com/ko/article/1s24udh Slicast ko 2026-09-13T08:24:34.000Z Samsung과 SK Hynix는 미국과 중국의 수출 규제 강화 및 규제 압력에 직면해 있으며, 국경 간 공급망 관계를 위협받고 있습니다. https://slicast.com/article/bumv1a Slicast en 2026-09-13T08:05:18.000Z Sam Altman called for US-China cooperation on AI development standards, suggesting bilateral agreement could reduce geopolitical friction over AI governance. https://slicast.com/zh/article/bumv1a Slicast zh-cn 2026-09-13T08:05:18.000Z Sam Altman呼吁美国和中国在AI开发标准上合作，表明双边协议可能减少AI治理的地缘政治摩擦。 https://slicast.com/ko/article/bumv1a Slicast ko 2026-09-13T08:05:18.000Z Sam Altman이 AI 개발 표준에 대한 미중 협력을 촉구했으며, 양자 협의가 AI 거버넌스를 둘러싼 지정학적 마찰을 줄일 수 있다고 제안했다. https://slicast.com/article/1dz1d62 Slicast en 2026-09-13T07:36:03.000Z SK chairman stated that the company's Ulsan AI data centre complex is expanding to nearly 900 megawatts of capacity, establishing one of the world's largest AI compute clusters by power footprint. https://slicast.com/zh/article/1dz1d62 Slicast zh-cn 2026-09-13T07:36:03.000Z SK董事长表示公司Ulsan AI数据中心建筑群正扩展至近900兆瓦容量，建立全球按电力足迹计算的最大AI计算集群之一。 https://slicast.com/ko/article/1dz1d62 Slicast ko 2026-09-13T07:36:03.000Z SK 회장은 울산 AI 데이터센터 복합단지가 거의 900 메가와트 규모로 확장되고 있으며, 전력 규모 기준 세계 최대급의 AI 컴퓨팅 클러스터 중 하나를 구축하고 있다고 밝혔다. https://slicast.com/article/16q9osm Slicast en 2026-09-13T07:15:59.000Z China's ChangXin Memory Technologies (CXMT) won backing from NIO, an EV manufacturer, signaling domestic memory suppliers are gaining traction in China's integrated chip ecosystem. https://slicast.com/zh/article/16q9osm Slicast zh-cn 2026-09-13T07:15:59.000Z 中国长鑫存储科技（CXMT）获得电动车制造商NIO的支持，表明国内内存供应商在中国集成芯片生态中获得牵引力。 https://slicast.com/ko/article/16q9osm Slicast ko 2026-09-13T07:15:59.000Z 중국의 ChangXin Memory Technologies (CXMT)가 전기차 제조업체 NIO로부터 지원을 받았으며, 이는 국내 메모리 공급업체들이 중국의 칩 생태계에서 입지를 강화하고 있음을 시사한다. https://slicast.com/article/hfkviy Slicast en 2026-09-13T06:24:55.000Z Micron is doubling high-bandwidth memory (HBM) capacity as Samsung and SK Hynix ramp production to meet AI accelerator demand. https://slicast.com/zh/article/hfkviy Slicast zh-cn 2026-09-13T06:24:55.000Z Micron正在加倍高带宽内存（HBM）产能，同时Samsung和SK Hynix也在扩大产量以满足AI加速器需求。 https://slicast.com/ko/article/hfkviy Slicast ko 2026-09-13T06:24:55.000Z Micron이 고대역폭 메모리(HBM) 용량을 배가하고 있으며, Samsung과 SK Hynix는 AI 가속기 수요를 충족하기 위해 생산을 확대 중입니다. https://slicast.com/article/h4sv27 Slicast en 2026-09-13T05:59:13.000Z Sam Altman stated an OpenAI IPO in 2026 is an 'ill-advised moment,' deferring the mega listing despite massive compute infrastructure capex. https://slicast.com/zh/article/h4sv27 Slicast zh-cn 2026-09-13T05:59:13.000Z 山姆·奥特曼（Sam Altman）表示OpenAI在2026年上市是'不明智的时刻'，尽管公司面临巨大的计算基础设施资本支出，但暂缓上市计划。 https://slicast.com/ko/article/h4sv27 Slicast ko 2026-09-13T05:59:13.000Z Sam Altman은 2026년 OpenAI IPO가 '부적절한 시점'이라고 밝혔으며, 막대한 컴퓨팅 인프라 자본지출에도 불구하고 대형 상장을 연기하고 있다. https://slicast.com/article/1aeooto Slicast en 2026-09-13T05:50:47.000Z South Korea announced investment in Honam region AI data center infrastructure to build large-scale AI compute capacity. https://slicast.com/zh/article/1aeooto Slicast zh-cn 2026-09-13T05:50:47.000Z 韩国宣布在湖南地区投资建设大规模AI数据中心基础设施，以支持本地AI计算能力。 https://slicast.com/ko/article/1aeooto Slicast ko 2026-09-13T05:50:47.000Z 한국이 호남 지역 AI 데이터센터 기반시설 투자를 발표하여 대규모 AI 컴퓨팅 용량 구축을 추진한다. https://slicast.com/article/w445a5 Slicast en 2026-09-13T05:42:31.000Z South Korea expanded its espionage law to strengthen protection of semiconductor technology and chip manufacturing secrets. https://slicast.com/zh/article/w445a5 Slicast zh-cn 2026-09-13T05:42:31.000Z 韩国扩大了间谍法案的适用范围，以加强对半导体技术和芯片制造秘密的保护。 https://slicast.com/ko/article/w445a5 Slicast ko 2026-09-13T05:42:31.000Z 한국이 간첩죄법을 확대하여 반도체 기술과 칩 제조 기밀 보호를 강화했다. https://slicast.com/article/1ej62dn Slicast en 2026-09-13T05:16:00.000Z The U.S. government acknowledged that despite GPU export bans to China, AI knowledge is migrating through APIs and software, calling for tighter controls. https://slicast.com/zh/article/1ej62dn Slicast zh-cn 2026-09-13T05:16:00.000Z 美国政府承认，尽管对华禁止GPU出口，但AI知识仍在通过API和软件传播，呼吁加强对模型访问的控制。 https://slicast.com/ko/article/1ej62dn Slicast ko 2026-09-13T05:16:00.000Z 미국 정부는 중국으로의 GPU 수출 금지에도 불구하고 AI 지식이 API와 소프트웨어를 통해 유출되고 있음을 인정하면서 더욱 강화된 통제를 요구하고 있다. https://slicast.com/article/14f3e25 Slicast en 2026-09-13T05:09:37.000Z Super Micro Computer's stock surged 8% on strong Q4 results driven by sustained Microsoft AI capex demand for server infrastructure. https://slicast.com/zh/article/14f3e25 Slicast zh-cn 2026-09-13T05:09:37.000Z 超微计算机（Super Micro Computer）股价上涨8%，Q4财报强劲主要由微软对AI服务器基础设施的持续资本支出推动。 https://slicast.com/ko/article/14f3e25 Slicast ko 2026-09-13T05:09:37.000Z Super Micro Computer 주가가 서버 인프라용 지속된 Microsoft AI capex 수요에 따른 견고한 Q4 실적으로 8% 상승했다. https://slicast.com/article/hrhtja Slicast en 2026-09-13T05:05:00.000Z Hanwha Ocean unveiled the first physical model of a 60MW floating data center, pioneering offshore AI compute siting to overcome land and power constraints. https://slicast.com/zh/article/hrhtja Slicast zh-cn 2026-09-13T05:05:00.000Z Hanwha Ocean公布了60MW浮动数据中心的首个物理模型，开创性地利用离岸平台克服土地和电力约束的地理限制。 https://slicast.com/ko/article/hrhtja Slicast ko 2026-09-13T05:05:00.000Z Hanwha Ocean이 60MW 부유식 데이터센터의 첫 실제 모형을 선보였으며, 토지와 전력 제약을 극복하기 위해 해상 AI 컴퓨팅 입지를 개척했다. https://slicast.com/article/x6lpz8 Slicast en 2026-09-13T04:58:47.000Z U.S. officials suspect China illegally smuggled ASML's most advanced EUV lithography equipment; ASML denies the allegation. https://slicast.com/zh/article/x6lpz8 Slicast zh-cn 2026-09-13T04:58:47.000Z 美国官员怀疑中国非法将ASML最先进的极紫外光刻设备走私入境；ASML对此予以否认。 https://slicast.com/ko/article/x6lpz8 Slicast ko 2026-09-13T04:58:47.000Z 미국 관계자들은 중국이 ASML의 최첨단 EUV 리소그래피 장비를 불법 반출했다고 의심합니다; ASML은 이를 부인합니다. https://slicast.com/article/otrrx2 Slicast en 2026-09-13T04:38:18.000Z Nvidia is in talks to invest in Anthropic's mega IPO, per Reuters exclusive reporting. https://slicast.com/zh/article/otrrx2 Slicast zh-cn 2026-09-13T04:38:18.000Z 根据路透社独家报道，英伟达正在洽谈投资Anthropic的大规模首次公开募股。 https://slicast.com/ko/article/otrrx2 Slicast ko 2026-09-13T04:38:18.000Z Reuters의 배타적 보도에 따르면 Nvidia가 Anthropic의 메가 IPO 투자를 협상 중이다. https://slicast.com/article/1wwaz0b Slicast en 2026-09-13T04:25:00.000Z Anthropic called for crackdowns on illegal model distillation by China, while Y Combinator argued US open-weight AI firms should compete freely, creating a policy clash. https://slicast.com/zh/article/1wwaz0b Slicast zh-cn 2026-09-13T04:25:00.000Z Anthropic呼吁对中国的非法模型蒸馏行为进行打击，而Y Combinator则辩称美国开源AI公司应被允许竞争，两方观点产生了政策碰撞。 https://slicast.com/ko/article/1wwaz0b Slicast ko 2026-09-13T04:25:00.000Z Anthropic은 중국의 불법 모델 증류 단속을 촉구한 반면, Y Combinator는 미국 오픈 웨이트 AI 기업들의 자유 경쟁을 주장하며 정책 충돌을 야기했다. https://slicast.com/article/10wqzpb Slicast en 2026-09-13T04:20:26.000Z Nebius, the neocloud competitor to CoreWeave, has sold out all GPU capacity through 2027 but faces a $250 billion funding challenge to expand. https://slicast.com/zh/article/10wqzpb Slicast zh-cn 2026-09-13T04:20:26.000Z 新型云计算提供商Nebius（CoreWeave的竞争对手）已售出所有GPU产能至2027年，但面临250亿美元的融资挑战以继续扩张。 https://slicast.com/ko/article/10wqzpb Slicast ko 2026-09-13T04:20:26.000Z CoreWeave의 neocloud 경쟁자인 Nebius는 2027년까지 GPU 용량을 모두 매진했으나, 확장을 위해 $250 billion의 자금 조달 과제에 직면해 있습니다. https://slicast.com/article/4bgabq Slicast en 2026-09-13T04:10:28.000Z Amazon partnered with Qualcomm to develop AI chips, raising Qualcomm's stock forecast and diversifying chip supply for hyperscaler inference workloads. https://slicast.com/zh/article/4bgabq Slicast zh-cn 2026-09-13T04:10:28.000Z 亚马逊与高通合作开发AI芯片，提高了高通的股价预期，并为超大规模数据中心推理工作负载分散了芯片供应来源。 https://slicast.com/ko/article/4bgabq Slicast ko 2026-09-13T04:10:28.000Z Amazon이 Qualcomm과 협력하여 AI 칩을 개발했으며, Qualcomm의 주가 전망을 상향 조정하고 hyperscaler 추론 워크로드용 칩 공급을 다각화했습니다. https://slicast.com/article/1cn0m8w Slicast en 2026-09-13T03:52:05.000Z Ho Chi Minh City approved a 4.5-hectare lease for Sembcorp-backed Starmason to build a hyperscale data center facility. https://slicast.com/zh/article/1cn0m8w Slicast zh-cn 2026-09-13T03:52:05.000Z 胡志明市批准Sembcorp支持的Starmason在4.5公顷土地上建设超大规模数据中心设施。 https://slicast.com/ko/article/1cn0m8w Slicast ko 2026-09-13T03:52:05.000Z Ho Chi Minh City가 Sembcorp 지원 Starmason의 하이퍼스케일 데이터센터 시설 건설을 위해 4.5헥타르 규모 토지 임대를 승인했다. https://slicast.com/article/1qbriax Slicast en 2026-09-13T02:38:34.000Z Qualcomm is pursuing AI data center opportunities, fueled by Amazon's chip strategy. https://slicast.com/zh/article/1qbriax Slicast zh-cn 2026-09-13T02:38:34.000Z 高通 (Qualcomm) 在亚马逊芯片战略的推动下，正在寻求 AI 数据中心的机会。 https://slicast.com/ko/article/1qbriax Slicast ko 2026-09-13T02:38:34.000Z Qualcomm이 Amazon의 칩 전략에 힘입어 AI 데이터센터 기회를 추구하고 있다. https://slicast.com/article/1fml3ax Slicast en 2026-09-13T02:25:00.000Z TSMC's CoWoS advanced packaging capacity is set to double to 260,000 wafers annually by 2028, with Intel and other OSAT providers capturing spillover demand. https://slicast.com/zh/article/1fml3ax Slicast zh-cn 2026-09-13T02:25:00.000Z 台积电 (TSMC) 的 CoWoS 先进封装产能将在 2028 年翻倍达到每年 26 万片，英特尔 (Intel) 等 OSAT 供应商承接溢出需求。 https://slicast.com/ko/article/1fml3ax Slicast ko 2026-09-13T02:25:00.000Z TSMC의 CoWoS 첨단 패키징 용량은 2028년까지 연간 260,000개 웨이퍼로 두 배 증가할 예정이며, Intel과 기타 OSAT 공급업체들이 초과 수요를 확보하고 있습니다. https://slicast.com/article/1q22u65 Slicast en 2026-09-13T01:26:00.000Z OpenAI delays its IPO beyond 2026 as Sam Altman backs calls to slow AI development. https://slicast.com/zh/article/1q22u65 Slicast zh-cn 2026-09-13T01:26:00.000Z 在 Sam Altman 支持'放缓 AI 开发'呼声的背景下，OpenAI 将 IPO 延期至 2026 年之后。 https://slicast.com/ko/article/1q22u65 Slicast ko 2026-09-13T01:26:00.000Z Sam Altman이 AI 개발 속도 조절을 지지하면서 OpenAI는 IPO를 2026년 이후로 연기한다. https://slicast.com/article/rg9zd2 Slicast en 2026-09-13T01:16:00.000Z DeepSeek's latest models cut KV-cache HBM demand by 75% and SSD demand by 87.5%, reducing memory-bound computational costs. https://slicast.com/zh/article/rg9zd2 Slicast zh-cn 2026-09-13T01:16:00.000Z DeepSeek 最新模型将 KV 缓存高带宽存储 (HBM) 需求减少 75%，固态硬盘 (SSD) 需求减少 87.5%。 https://slicast.com/ko/article/rg9zd2 Slicast ko 2026-09-13T01:16:00.000Z DeepSeek의 최신 모델은 KV-cache HBM 수요를 75%, SSD 수요를 87.5% 감소시켜 메모리 바운드 계산 비용을 절감한다. https://slicast.com/article/svz36x Slicast en 2026-09-13T01:05:14.000Z South Korea's expanded espionage law takes effect to protect semiconductor technology and trade secrets. https://slicast.com/zh/article/svz36x Slicast zh-cn 2026-09-13T01:05:14.000Z 韩国扩大后的《间谍法》生效，以保护半导体技术和商业秘密。 https://slicast.com/ko/article/svz36x Slicast ko 2026-09-13T01:05:14.000Z 한국의 확대된 간첩죄법이 반도체 기술과 영업 비밀을 보호하기 위해 시행된다. https://slicast.com/article/9fmk2g Slicast en 2026-09-13T01:01:00.000Z CXMT (ChangXin Memory) is emerging as a challenger to three-firm dominance (Samsung, SK Hynix, Micron) in the DRAM and NAND memory market. https://slicast.com/zh/article/9fmk2g Slicast zh-cn 2026-09-13T01:01:00.000Z 长鑫存储 (CXMT) 正在挑战三星 (Samsung)、SK Hynix、美光 (Micron) 在 DRAM 和 NAND 闪存市场的垄断地位。 https://slicast.com/ko/article/9fmk2g Slicast ko 2026-09-13T01:01:00.000Z CXMT (ChangXin Memory)이 DRAM 및 NAND 메모리 시장에서 Samsung, SK Hynix, Micron의 3개 업체 독점에 맞서는 도전자로 떠오르고 있습니다. https://slicast.com/article/35ppkt Slicast en 2026-09-13T00:40:26.000Z Intel posts an $11 billion loss in recent earnings despite revenue beat, signaling deep restructuring. https://slicast.com/zh/article/35ppkt Slicast zh-cn 2026-09-13T00:40:26.000Z 英特尔 (Intel) 尽管营收超预期，但在最近财报中报告 110 亿美元亏损，反映深层次的重组。 https://slicast.com/ko/article/35ppkt Slicast ko 2026-09-13T00:40:26.000Z 인텔이 최근 실적에서 매출 상회에도 불구하고 $110억 손실을 기록했으며, 대규모 구조조정을 시사한다. https://slicast.com/article/i5v3mh Slicast en 2026-09-13T00:35:25.000Z Schlumberger (SLB) acquires Kelvion, a thermal management company, for $3.4 billion to expand data center infrastructure services. https://slicast.com/zh/article/i5v3mh Slicast zh-cn 2026-09-13T00:35:25.000Z 施勒伯格 (SLB) 以 34 亿美元收购散热管理公司凯尔维昂 (Kelvion)，扩展数据中心基础设施服务。 https://slicast.com/ko/article/i5v3mh Slicast ko 2026-09-13T00:35:25.000Z Schlumberger (SLB)가 열 관리 회사 Kelvion을 $3.4 billion에 인수하여 데이터 센터 인프라 서비스를 확대한다. https://slicast.com/article/1fsm6p7 Slicast en 2026-09-13T00:25:29.000Z Together AI expands its fine-tuning platform and cuts training prices, competing directly with OpenAI and proprietary-model vendors. https://slicast.com/zh/article/1fsm6p7 Slicast zh-cn 2026-09-13T00:25:29.000Z Together AI 扩展微调平台并降低训练价格，直接与 OpenAI 和专有模型厂商竞争。 https://slicast.com/ko/article/1fsm6p7 Slicast ko 2026-09-13T00:25:29.000Z Together AI는 파인튜닝 플랫폼을 확장하고 훈련 가격을 인하하며 OpenAI 및 독점 모델 벤더와 직접 경쟁합니다. https://slicast.com/article/88mh Slicast en 2026-09-13T00:23:08.000Z AI server exports to the US are slowing, while electronics parts shipments surge 1.5x in August, indicating supply chain rebalancing. https://slicast.com/zh/article/88mh Slicast zh-cn 2026-09-13T00:23:08.000Z 对美国的 AI 服务器出口放缓，同时电子零部件出货量在 8 月激增 1.5 倍，反映供应链再平衡。 https://slicast.com/ko/article/88mh Slicast ko 2026-09-13T00:23:08.000Z AI 서버의 미국 수출은 둔화되는 반면, 전자 부품 출하량은 8월 1.5배 급증하며 공급망 재편을 시사한다. https://slicast.com/article/18md3r1 Slicast en 2026-09-13T00:21:09.000Z Taiwan's BTL (backend test lab) is building a new facility for high-power AI server testing and qualification, targeting Q4 2027 launch. https://slicast.com/zh/article/18md3r1 Slicast zh-cn 2026-09-13T00:21:09.000Z 台湾 BTL (后端测试实验室) 正在建造新设施用于高功率 AI 服务器测试和认证，目标于 2027 年第四季度启用。 https://slicast.com/ko/article/18md3r1 Slicast ko 2026-09-13T00:21:09.000Z 대만 BTL(백엔드 테스트 랩)이 고성능 AI 서버 테스트 및 검증용 신규 시설을 건설 중이며 Q4 2027년 출시를 목표로 하고 있습니다. https://slicast.com/article/176yu9o Slicast en 2026-09-13T00:05:00.000Z Oracle is renewing 4-year-old GPU inventory at a 20% premium pricing, signaling strong HBM-class demand expansion across major cloud vendors. https://slicast.com/zh/article/176yu9o Slicast zh-cn 2026-09-13T00:05:00.000Z 甲骨文 (Oracle) 以 20% 溢价重新采购 4 年前的 GPU，表明高带宽存储级需求在主要云厂商中强劲扩张。 https://slicast.com/ko/article/176yu9o Slicast ko 2026-09-13T00:05:00.000Z Oracle이 4년 된 GPU 재고를 20% 프리미엄 가격으로 갱신하고 있으며, 주요 클라우드 벤더들 전반에서 강한 HBM급 수요 확대를 시사한다. https://slicast.com/article/1soabkk Slicast en 2026-09-12T23:15:21.000Z Intel lands a preliminary chip design deal with Apple and secures a packaging partnership with SK Hynix for advanced interconnect solutions. https://slicast.com/zh/article/1soabkk Slicast zh-cn 2026-09-12T23:15:21.000Z 英特尔 (Intel) 与苹果 (Apple) 达成初步芯片设计合作，并与 SK Hynix 确保先进互连封装合作伙伴关系。 https://slicast.com/ko/article/1soabkk Slicast ko 2026-09-12T23:15:21.000Z Intel이 Apple과의 예비적 칩 설계 거래를 체결하고 SK Hynix와 첨단 상호연결 솔루션을 위한 패키징 파트너십을 확보했다.