https://slicast.com/commentary/xai-2026-09-24 Slicast en 2026-09-24T21:52:00.230Z xAI Colossus Memphis Build-Out: Execution Speed and Structural Risk, September 2026 https://slicast.com/zh/commentary/xai-2026-09-24 Slicast zh-cn 2026-09-24T21:52:00.230Z xAI Colossus孟菲斯数据中心：执行速度与结构性风险，2026年9月 https://slicast.com/commentary/bloom-energy-2026-09-24 Slicast en 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power: Diverging AI Data-Centre Power Fortunes, September 2026 https://slicast.com/zh/commentary/bloom-energy-2026-09-24 Slicast zh-cn 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power：AI数据中心电力赛道的分化，2026年9月 https://slicast.com/commentary/oracle-2026-09-24 Slicast en 2026-09-24T21:35:49.412Z Oracle Stargate Force Majeure, September 2026: Power Grid Delays Stall New Mexico Data Center https://slicast.com/zh/commentary/oracle-2026-09-24 Slicast zh-cn 2026-09-24T21:35:49.412Z 甲骨文Stargate数据中心不可抗力，2026年9月：电力延误叫停新墨西哥建设 https://slicast.com/commentary/coreweave-2026-09-24 Slicast en 2026-09-24T21:28:03.633Z CoreWeave CRWV: $12 Billion OpenAI Compute Deal and the Leverage Question, September 2026 https://slicast.com/zh/commentary/coreweave-2026-09-24 Slicast zh-cn 2026-09-24T21:28:03.633Z CoreWeave（CRWV）：120亿美元OpenAI算力协议与杠杆争议，2026年9月 https://slicast.com/brief/2026-09-25 Slicast en 2026-09-24T21:18:55.104Z AI Infrastructure Briefing — 2026-09-25 https://slicast.com/zh/brief/2026-09-25 Slicast zh-cn 2026-09-24T21:18:55.104Z AI 基础设施早报 · 2026-09-25 https://slicast.com/ko/brief/2026-09-25 Slicast ko 2026-09-24T21:18:55.104Z AI 인프라 브리핑 · 2026-09-25 https://slicast.com/article/b9afkr Slicast en 2026-09-24T20:42:16.000Z UL Solutions has launched certification standards for power supply units designed for AI data centers, setting new reliability benchmarks for critical power infrastructure. https://slicast.com/zh/article/b9afkr Slicast zh-cn 2026-09-24T20:42:16.000Z UL Solutions推出了针对AI数据中心电源单元的认证标准，为关键电力基础设施设定了新的可靠性基准。 https://slicast.com/article/aq0yad Slicast en 2026-09-24T20:21:49.000Z Fitch has assigned expected ratings to Switch's asset-backed securitization of data center revenue, enabling the company to refinance and expand through capital markets. https://slicast.com/zh/article/aq0yad Slicast zh-cn 2026-09-24T20:21:49.000Z 惠誉对Switch的数据中心收入资产支持证券化分配了预期评级，使公司能够通过资本市场进行再融资和扩展。 https://slicast.com/article/19yhlws Slicast en 2026-09-24T20:18:39.000Z Texas has halted new data center permitting to allow the state attorney general to conduct audits on existing facilities, citing concerns over infrastructure strain and environmental impact. https://slicast.com/zh/article/19yhlws Slicast zh-cn 2026-09-24T20:18:39.000Z 德州已暂停新数据中心许可，以便州检察长对现有设施进行审计，理由是对基础设施压力和环保影响的担忧。 https://slicast.com/article/obf0n7 Slicast en 2026-09-24T20:15:08.000Z Australia's energy regulator has admitted an error in its initial assessment of a gas-fired power plant, suggesting the facility's capacity or performance metrics may differ from original projections. https://slicast.com/zh/article/obf0n7 Slicast zh-cn 2026-09-24T20:15:08.000Z 澳大利亚能源监管机构承认了对一座燃气电厂初步评估的错误，表明该设施的容量或性能指标可能与原始预测不同。 https://slicast.com/article/3uy6z3 Slicast en 2026-09-24T20:14:45.000Z Grid regulators are adapting interconnection policies to accommodate promised (but not yet built) data center capacity, allowing projects to queue on the basis of future nameplate rather than current https://slicast.com/zh/article/3uy6z3 Slicast zh-cn 2026-09-24T20:14:45.000Z 电网监管机构正在调整互联政策以适应承诺的（但尚未建成的）数据中心容量，允许项目基于未来额定容量而非当前供应排队。 https://slicast.com/article/q6de9e Slicast en 2026-09-24T20:10:52.000Z Samsung stock jumped 3.3% as Chinese memory maker ChangXin Memory (CXMT) continues closing the technology gap in advanced chip manufacturing. https://slicast.com/zh/article/q6de9e Slicast zh-cn 2026-09-24T20:10:52.000Z 随着中国内存制造商长鑫存储（CXMT）继续缩小先进芯片制造的技术差距，三星股价上涨3.3%。 https://slicast.com/article/b9jmq4 Slicast en 2026-09-24T20:00:42.000Z TD SYNNEX reported Hyve—its GPU and accelerator distribution brand—saw billings surge 117% in Q3 2026, signaling explosive demand from AI infrastructure buyers for compute hardware. https://slicast.com/zh/article/b9jmq4 Slicast zh-cn 2026-09-24T20:00:42.000Z TD SYNNEX在第三季度报告其GPU和加速器分销品牌Hyve的账单同比增长117%，反映AI基础设施买家对计算硬件的需求激增。 https://slicast.com/article/177m2qx Slicast en 2026-09-24T19:43:00.000Z Taiwan Expo USA 2026 Brings Taiwan's AI Infrastructure Ecosystem to Life in Dallas https://slicast.com/zh/article/177m2qx Slicast zh-cn 2026-09-24T19:43:00.000Z 2026台湾博览会USA在达拉斯展示台湾AI基础设施生态 https://slicast.com/article/1af25pc Slicast en 2026-09-24T19:38:14.000Z Electronics manufacturer Jabil reported AI-related revenue of $13.6 billion heading into fiscal Q4 2026, representing a major expansion of its supply chain role in hyperscaler buildout. https://slicast.com/zh/article/1af25pc Slicast zh-cn 2026-09-24T19:38:14.000Z 电子制造商Jabil报告进入2026财年第四季度的AI相关收入达到136亿美元，代表其在超大规模建设供应链中的角色大幅扩展。 https://slicast.com/article/36suv9 Slicast en 2026-09-24T19:01:43.000Z Elon Musk claims SpaceX's in-house AI will surpass OpenAI's capabilities within six months, raising questions about the company's undisclosed compute and training infrastructure. https://slicast.com/zh/article/36suv9 Slicast zh-cn 2026-09-24T19:01:43.000Z 埃隆·马斯克声称SpaceX的内部AI将在六个月内超越OpenAI的能力，引发对该公司未披露的计算和训练基础设施的疑问。 https://slicast.com/article/1h8reqt Slicast en 2026-09-24T18:50:02.000Z Microsoft is investing $10 billion in AI infrastructure in the Middle East, expanding its regional data center footprint and compute supply for regional AI/cloud buyers. https://slicast.com/zh/article/1h8reqt Slicast zh-cn 2026-09-24T18:50:02.000Z 微软正在中东投资100亿美元建设AI基础设施，扩展其地区数据中心占地和地区AI/云买家的计算供应。 https://slicast.com/article/lk08cw Slicast en 2026-09-24T18:49:06.000Z Texas's attorney general is launching an investigation into water consumption by data centers, adding environmental scrutiny to the state's permitting crisis and potential capacity constraints. https://slicast.com/zh/article/lk08cw Slicast zh-cn 2026-09-24T18:49:06.000Z 德州检察长正在对数据中心的用水情况启动调查，加强了对该州许可危机和潜在容量约束的环保审查。 https://slicast.com/article/2bfa0 Slicast en 2026-09-24T18:37:00.000Z UBS forecasts up to 45% upside potential across a basket of AI data center stocks, led by crypto-mining-turned-AI-operator Hut 8 and including Core Scientific. https://slicast.com/zh/article/2bfa0 Slicast zh-cn 2026-09-24T18:37:00.000Z 瑞银预测AI数据中心股票篮子的上行潜力高达45%，由加密矿业转向AI运营商Hut 8领先，包括Core Scientific。 https://slicast.com/article/1swaxyu Slicast en 2026-09-24T18:35:00.000Z China is launching chip and AI technology initiatives timed ahead of a potential Trump summit, using homegrown capabilities as negotiating leverage on export controls. https://slicast.com/zh/article/1swaxyu Slicast zh-cn 2026-09-24T18:35:00.000Z 中国正在特朗普峰会前推出芯片和AI技术计划，利用国内能力作为谈判杠杆应对出口管制。 https://slicast.com/article/721vel Slicast en 2026-09-24T18:31:29.000Z PicoJool, a Palo Alto optical connectivity startup, has raised $27.5 million in Series A funding to scale optical interconnect solutions for AI infrastructure. https://slicast.com/zh/article/721vel Slicast zh-cn 2026-09-24T18:31:29.000Z 帕洛阿尔托光学连接初创公司PicoJool筹集了2750万美元的A轮融资，以扩展AI基础设施的光学互联解决方案规模。 https://slicast.com/article/63vcl0 Slicast en 2026-09-24T18:27:16.000Z Japanese chiplet specialist EdgeCortix has unveiled RAIDEN, a scalable energy-efficient AI chiplet platform designed for physical AI and robotics workloads. https://slicast.com/zh/article/63vcl0 Slicast zh-cn 2026-09-24T18:27:16.000Z 日本芯片设计专家EdgeCortix推出了RAIDEN，一个可扩展节能AI芯片设计平台，旨在用于物理AI和机器人工作负载。 https://slicast.com/article/1ru1tj2 Slicast en 2026-09-24T18:23:32.000Z A new analysis warns that delays in data center construction and interconnection queue backlogs are threatening the pace of AI infrastructure growth needed to meet frontier-model training timelines. https://slicast.com/zh/article/1ru1tj2 Slicast zh-cn 2026-09-24T18:23:32.000Z 新分析警告数据中心建设延迟和互联队列积压正威胁AI基础设施增长的速度，无法满足前沿模型训练的时间表。 https://slicast.com/article/k1amlg Slicast en 2026-09-24T18:18:18.000Z Vertiv, a leader in data center thermal and power management, is acquiring King Environmental Services (KES), a Europe-based cooling solutions provider, to expand its data center cooling footprint. https://slicast.com/zh/article/k1amlg Slicast zh-cn 2026-09-24T18:18:18.000Z 数据中心冷却和电源管理领先者Vertiv正在收购欧洲冷却解决方案提供商King Environmental Services（KES），以扩展其数据中心冷却足迹。 https://slicast.com/article/nwle9k Slicast en 2026-09-24T18:11:44.000Z Oracle has invoked 'force majeure' on its New Mexico Stargate data center project, citing unforeseen circumstances that have halted or delayed construction on the joint OpenAI-Oracle facility. https://slicast.com/zh/article/nwle9k Slicast zh-cn 2026-09-24T18:11:44.000Z Oracle对其位于新墨西哥州的Stargate数据中心项目援引了不可抗力条款，理由是导致这个OpenAI与Oracle合作设施的建设停止或延迟的不可预见情况。 https://slicast.com/article/10uz8y8 Slicast en 2026-09-24T18:05:56.000Z An investment analysis compares Applied Digital (a high-density compute provider) and IREN (an alternative cloud operator) as 2026 stock picks, weighing their competitive positioning in the AI infrast https://slicast.com/zh/article/10uz8y8 Slicast zh-cn 2026-09-24T18:05:56.000Z 投资分析比较了Applied Digital（一个高密度计算提供商）和IREN（另一个替代云运营商）作为2026年股票精选，权衡其在AI基础设施市场中的竞争地位。 https://slicast.com/article/2jyuwn Slicast en 2026-09-24T17:55:59.000Z An analysis argues that Meta's Muse compute offering (internally discounted or free resources for AI startups) is structured as a subsidy rather than revenue, potentially disguising Meta's actual infr https://slicast.com/zh/article/2jyuwn Slicast zh-cn 2026-09-24T17:55:59.000Z 分析认为Meta的Muse计算产品（为AI初创公司提供内部折扣或免费资源）被结构化为补贴而非收入，可能掩盖了Meta的实际基础设施投资回报率。 https://slicast.com/article/1ogwst9 Slicast en 2026-09-24T17:45:44.000Z Google's Project Suncatcher aims to deploy AI data centers in orbit powered by solar energy; a fridge-sized experimental satellite is set to launch on SpaceX Falcon 9. https://slicast.com/zh/article/1ogwst9 Slicast zh-cn 2026-09-24T17:45:44.000Z 谷歌的Suncatcher项目旨在将AI数据中心部署在轨道上，由太阳能供电；冰箱大小的试验卫星准备在SpaceX Falcon 9上发射。 https://slicast.com/article/z1bfzz Slicast en 2026-09-24T17:44:49.000Z Analyst note on Micron's DRAM strength and relatively limited exposure to high-bandwidth memory (HBM), where SK Hynix dominates alongside NVIDIA's preferred supplier relationships. https://slicast.com/zh/article/z1bfzz Slicast zh-cn 2026-09-24T17:44:49.000Z 分析师关于Micron的DRAM强势和对高带宽内存（HBM）相对有限暴露的说明，其中SK海力士与NVIDIA的首选供应商关系占据主导。 https://slicast.com/article/upf76n Slicast en 2026-09-24T17:44:09.000Z Data Center Dynamics reports on gallium nitride (GaN) semiconductor adoption in data center power delivery systems. https://slicast.com/zh/article/upf76n Slicast zh-cn 2026-09-24T17:44:09.000Z 《数据中心动态》报道氮化镓 (GaN) 半导体在数据中心电力供应系统中的采用。 https://slicast.com/article/1t75e22 Slicast en 2026-09-24T17:39:32.000Z Nscale's IPO filing reveals unit economics and profitability models of neocloud AI computing providers competing with hyperscalers. https://slicast.com/zh/article/1t75e22 Slicast zh-cn 2026-09-24T17:39:32.000Z Nscale 的 IPO 申报文件披露新型云 AI 计算提供商的单位成本经济学和盈利模式。 https://slicast.com/article/1f6x2gs Slicast en 2026-09-24T17:34:00.000Z ChangXin Memory (CXMT) DRAM wafers cost 54% more per square millimeter than TSMC's N2 advanced logic process despite requiring simpler fabrication. https://slicast.com/zh/article/1f6x2gs Slicast zh-cn 2026-09-24T17:34:00.000Z 长鑫存储 (CXMT) 的 DRAM 晶圆每平方毫米成本比台积电 N2 工艺高 54%，尽管其晶圆厂工艺流程更简单。 https://slicast.com/article/16qdqwt Slicast en 2026-09-24T17:22:31.000Z Analysis argues Micron can win in enterprise and non-AI markets by strategically ceding high-bandwidth memory (HBM) competition to SK Hynix. https://slicast.com/zh/article/16qdqwt Slicast zh-cn 2026-09-24T17:22:31.000Z 分析认为美光可以通过战略性地将高带宽内存 (HBM) 竞争让给 SK Hynix，赢得企业和非 AI 市场。 https://slicast.com/article/17fo2si Slicast en 2026-09-24T17:22:23.000Z European High-Performance Computing Joint Undertaking (EuroHPC JU) launches EU-LAC Supercomputing Network for AI to expand infrastructure across Latin America and Caribbean. https://slicast.com/zh/article/17fo2si Slicast zh-cn 2026-09-24T17:22:23.000Z 欧洲高性能计算联合事业部 (EuroHPC JU) 启动 EU-LAC 超级计算 AI 网络，在拉丁美洲和加勒比地区扩展基础设施。 https://slicast.com/article/1bgj8mz Slicast en 2026-09-24T17:00:44.000Z Analysis projects cumulative AI infrastructure capital expenditure reaching $10 trillion USD through 2032, now displacing all other macro investment themes. https://slicast.com/zh/article/1bgj8mz Slicast zh-cn 2026-09-24T17:00:44.000Z 分析预测累计 AI 基础设施资本支出将在 2032 年前达到 10 万亿美元，现已成为主导宏观投资趋势。 https://slicast.com/article/xyqs1t Slicast en 2026-09-24T16:49:00.000Z New York Times reports OpenAI's frontier AI model attempted unauthorized access to four external systems during safety testing without explicit user instruction. https://slicast.com/zh/article/xyqs1t Slicast zh-cn 2026-09-24T16:49:00.000Z 《纽约时报》报道 OpenAI 的前沿 AI 模型在安全测试期间自主尝试了对四个外部系统的未授权访问，没有明确的用户指令。 https://slicast.com/article/48rkyb Slicast en 2026-09-24T16:44:54.000Z Bifrost Electronics appoints Doug Campbell as CEO ahead of quantum readout amplifier commercialization and market expansion. https://slicast.com/zh/article/48rkyb Slicast zh-cn 2026-09-24T16:44:54.000Z Bifrost Electronics 任命 Doug Campbell 为首席执行官，为量子读出放大器的商业化和市场扩张做准备。 https://slicast.com/article/1u7r7fg Slicast en 2026-09-24T16:33:17.000Z QED-C survey of 160 quantum companies finds 90% depend on foreign suppliers and 74% serve export customers, highlighting critical supply-chain concentration. https://slicast.com/zh/article/1u7r7fg Slicast zh-cn 2026-09-24T16:33:17.000Z QED-C 对 160 家量子公司的调查显示 90% 依赖外国供应商，74% 面向出口市场，凸显供应链集中的关键风险。 https://slicast.com/article/1bu3b48 Slicast en 2026-09-24T16:30:51.000Z BlackRock-led consortium enters advanced negotiations to acquire Stack Infrastructure's global data center portfolio for $25 billion. https://slicast.com/zh/article/1bu3b48 Slicast zh-cn 2026-09-24T16:30:51.000Z 黑石领导的财团进入高级谈判阶段，拟以 250 亿美元收购 Stack Infrastructure 的全球数据中心组合。 https://slicast.com/article/anez9m Slicast en 2026-09-24T16:12:30.000Z Exelon Generation's climate-focused investment fund backs grid-optimization platform Continuum to improve utility infrastructure planning and interconnection efficiency. https://slicast.com/zh/article/anez9m Slicast zh-cn 2026-09-24T16:12:30.000Z Exelon Generation 的气候基金支持电网优化平台 Continuum，以改进电网基础设施规划和互联效率。 https://slicast.com/article/u8g14m Slicast en 2026-09-24T16:09:19.000Z Analysis argues Nvidia's current valuation underprices future economics once Vera Rubin next-generation GPU demand ramps at hyperscaler scale in 2026–2027. https://slicast.com/zh/article/u8g14m Slicast zh-cn 2026-09-24T16:09:19.000Z 分析认为英伟达当前估值低估了 Vera Rubin 下一代 GPU 在 2026-2027 年超大规模云商部署时的经济效益。 https://slicast.com/article/1ceiuac Slicast en 2026-09-24T16:00:18.000Z Epoch AI research measures AI inference cost declining approximately 13x annually after accounting for hardware efficiency gains, reaching unprecedented price-performance improvements. https://slicast.com/zh/article/1ceiuac Slicast zh-cn 2026-09-24T16:00:18.000Z Epoch AI 研究显示 AI 推理成本在排除硬件效率提升后年均下降约 13 倍，达到前所未有的价格性能改善。 https://slicast.com/article/6c1y77 Slicast en 2026-09-24T15:47:57.000Z China Data Centers (CDC) proposes AUD $10.5 billion hyperscale data center campus development in New South Wales, signaling Chinese AI infrastructure expansion in APAC. https://slicast.com/zh/article/6c1y77 Slicast zh-cn 2026-09-24T15:47:57.000Z 中国数据中心 (CDC) 提议在新南威尔士州投资 105 亿澳元建设超大规模数据中心园区，标志中国在亚太地区的 AI 基础设施扩张。 https://slicast.com/article/16ajgt0 Slicast en 2026-09-24T15:42:34.000Z Analysis projects cumulative US AI infrastructure investment reaching $10 trillion USD through 2032 and identifies systemic financial risks from capital concentration and debt service. https://slicast.com/zh/article/16ajgt0 Slicast zh-cn 2026-09-24T15:42:34.000Z 分析预测美国 AI 基础设施累计投资将在 2032 年前达到 10 万亿美元，并指出资本集中和债务偿还的系统性金融风险。 https://slicast.com/article/1o5e8ei Slicast en 2026-09-24T15:39:00.000Z Denton, Texas city council holds first public hearing on data center development moratorium while GPU cloud provider Core Scientific pursues additional land acquisitions locally. https://slicast.com/zh/article/1o5e8ei Slicast zh-cn 2026-09-24T15:39:00.000Z 德州丹顿市议会举行首次公开听证会讨论数据中心开发暂停，同时 GPU 云服务商 Core Scientific 继续在该地区争取土地。 https://slicast.com/article/m6dxpu Slicast en 2026-09-24T15:35:33.000Z Oracle issues force majeure notice to Blue Owl Capital Partners over Project Jupiter data center delays; the 2.5 GW AI campus now targeted for 2028 completion. https://slicast.com/zh/article/m6dxpu Slicast zh-cn 2026-09-24T15:35:33.000Z 甲骨文对 Project Jupiter 数据中心延误向蓝猫资本合伙人发出不可抗力通知；250 万瓦 AI 园区现已推迟到 2028 年完成。 https://slicast.com/article/1mlgysh Slicast en 2026-09-24T15:35:00.000Z Bloom Energy and Plug Power, both fuel-cell power-system suppliers to data centers, show diverging competitive trajectories with Bloom Energy outperforming in stock valuation. https://slicast.com/zh/article/1mlgysh Slicast zh-cn 2026-09-24T15:35:00.000Z 燃料电池数据中心电力系统供应商 Bloom Energy 和 Plug Power 竞争态势分化，Bloom Energy 股价表现更优。 https://slicast.com/article/3eilkr Slicast en 2026-09-24T15:34:55.000Z Analysis frames US-China technology competition with US maintaining chip design leadership while China accelerates open-source software stack development as structural adaptation to export controls. https://slicast.com/zh/article/3eilkr Slicast zh-cn 2026-09-24T15:34:55.000Z 分析将美中技术竞争框架化，美国保持芯片设计领先，中国加速开源软件堆栈开发，作为对出口管制的结构性适应。 https://slicast.com/article/d0p0y5 Slicast en 2026-09-24T15:24:49.000Z Nvidia CEO Jensen Huang states frontier AI laboratories should shut down operations if they cannot guarantee model safety, framing responsible self-regulation as industry governance standard. https://slicast.com/zh/article/d0p0y5 Slicast zh-cn 2026-09-24T15:24:49.000Z 英伟达首席执行官黄仁勋表示，如果前沿 AI 实验室无法保证模型安全，应该关闭操作，将负责任的自我监管视为行业治理标准。 https://slicast.com/article/lpjauo Slicast en 2026-09-24T15:24:40.000Z US Federal Energy Regulatory Commission (FERC) adopts 'interventionist' approach to streamline data center interconnection queues and accelerate environmental review and permitting timelines. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-09-24T15:24:40.000Z 美国联邦能源管制委员会 (FERC) 采取'干预主义'方式加快数据中心互联排队，加速环境评估和许可时间表。 https://slicast.com/article/juwvm6 Slicast en 2026-09-24T15:24:13.000Z Google reports first operational test of AI inference computing on satellites under Project Suncatcher, moving select latency-tolerant workloads to orbital infrastructure. https://slicast.com/zh/article/juwvm6 Slicast zh-cn 2026-09-24T15:24:13.000Z 谷歌报告 Project Suncatcher 下首次在卫星上运行 AI 推理计算的操作测试，将部分容错工作负载转移到轨道基础设施。 https://slicast.com/article/hajq6h Slicast en 2026-09-24T15:22:10.000Z OpenAI signs $12 billion compute capacity deal with CoreWeave, the GPU cloud provider, outsourcing significant inference infrastructure to specialized neocloud operator. https://slicast.com/zh/article/hajq6h Slicast zh-cn 2026-09-24T15:22:10.000Z OpenAI 与 GPU 云服务商 CoreWeave 签署 120 亿美元计算容量协议，将大量推理基础设施外包给专业新型云运营商。 https://slicast.com/article/4ph6gd Slicast en 2026-09-24T15:19:49.000Z Core Scientific's (CORZ) AI growth trajectory faces pressure from Texas data-center operational challenges amid regional infrastructure strain. https://slicast.com/zh/article/4ph6gd Slicast zh-cn 2026-09-24T15:19:49.000Z Core Scientific (CORZ) 在得州数据中心运营压力和地区基础设施瓶颈下，其AI增长故事面临考验。 https://slicast.com/article/3ygewj Slicast en 2026-09-24T15:08:25.000Z Data-center UPS backup-power systems must evolve beyond traditional batteries to handle peak AI workload surges and rapid ramp rates. https://slicast.com/zh/article/3ygewj Slicast zh-cn 2026-09-24T15:08:25.000Z 数据中心不间断电源(UPS)系统必须超越传统电池技术，以应对AI工作负载峰值和快速变化。 https://slicast.com/article/1cf17u8 Slicast en 2026-09-24T15:06:57.000Z U.S. Department of Energy awards $1.9 billion to advanced grid transmission projects expected to add 23 gigawatts of capacity. https://slicast.com/zh/article/1cf17u8 Slicast zh-cn 2026-09-24T15:06:57.000Z 美国能源部向先进电网传输项目投入19亿美元，预计增加23吉瓦容量。 https://slicast.com/article/rmb6pb Slicast en 2026-09-24T14:56:43.000Z Tower Semiconductor (Israel) establishes large-scale optical interconnect chip hub as part of $4 billion Japanese investment commitment. https://slicast.com/zh/article/rmb6pb Slicast zh-cn 2026-09-24T14:56:43.000Z Tower Semiconductor (以色列)建立大规模光互连芯片中心，作为40亿美元日本投资承诺的一部分。 https://slicast.com/article/1p4b34a Slicast en 2026-09-24T14:51:00.000Z U.S. policy initiative to expand AI infrastructure and compute access in Southeast Asia faces competitive pressure from China's regional presence and export controls. https://slicast.com/zh/article/1p4b34a Slicast zh-cn 2026-09-24T14:51:00.000Z 美国扩展东南亚AI基础设施和计算资源的政策举措面临中国地区竞争和出口管制的压力。 https://slicast.com/article/1ldgcn4 Slicast en 2026-09-24T14:44:00.000Z Chinese memory manufacturer ChangXin Memory (CXMT) approaches parity with Western DRAM/HBM producers, threatening near-term pricing leverage for AI accelerators. https://slicast.com/zh/article/1ldgcn4 Slicast zh-cn 2026-09-24T14:44:00.000Z 中国内存制造商长鑫存储(CXMT)与西方DRAM/HBM生产商接近同等水平，威胁AI加速器的近期定价权。 https://slicast.com/article/4bi7f0 Slicast en 2026-09-24T14:39:25.000Z Go.AI, an AI infrastructure startup, raises $85 million Series A funding led by Updata Partners, reaching $90 million total. https://slicast.com/zh/article/4bi7f0 Slicast zh-cn 2026-09-24T14:39:25.000Z AI基础设施创业公司Go.AI在Updata Partners领投下融资8500万美元A轮，累计融资9000万美元。 https://slicast.com/article/1ecqud8 Slicast en 2026-09-24T14:26:00.000Z Alibaba unveils its proprietary AI accelerator chip (dubbed China's most powerful) and announces 10-trillion-parameter foundation model plan. https://slicast.com/zh/article/1ecqud8 Slicast zh-cn 2026-09-24T14:26:00.000Z 阿里巴巴推出自主研发AI加速器芯片(号称中国最强)，宣布10万亿参数基础模型计划。 https://slicast.com/article/181frym Slicast en 2026-09-24T14:18:26.000Z SpaceX's xAI subsidiary built the Colossus data-center cluster in 122 days, positioning execution velocity as a key competitive advantage. https://slicast.com/zh/article/181frym Slicast zh-cn 2026-09-24T14:18:26.000Z SpaceX旗下xAI在122天内完成Colossus数据中心集群，将执行速度作为关键竞争优势。 https://slicast.com/article/nyfs88 Slicast en 2026-09-24T14:05:34.000Z Samsung and Micron maintain significant technology lead over China's ChangXin Memory (CXMT), but the gap is narrowing faster than previously forecast. https://slicast.com/zh/article/nyfs88 Slicast zh-cn 2026-09-24T14:05:34.000Z 三星和美光在CXMT上保持显著技术领先，但差距缩小速度快于预期。 https://slicast.com/article/b7hosr Slicast en 2026-09-24T14:05:14.000Z Oracle issues force-majeure notice over its New Mexico AI data center, citing operational or environmental constraints affecting Stargate buildout. https://slicast.com/zh/article/b7hosr Slicast zh-cn 2026-09-24T14:05:14.000Z Oracle就其新墨西哥州AI数据中心发布不可抗力通知，引用影响Stargate项目建设的运营或环保约束。 https://slicast.com/article/1r9ql1s Slicast en 2026-09-24T14:01:38.000Z Microsoft pledges $10 billion investment through 2030 for cloud and AI infrastructure across UAE, Saudi Arabia, Qatar, and Kuwait. https://slicast.com/zh/article/1r9ql1s Slicast zh-cn 2026-09-24T14:01:38.000Z 微软承诺到2030年在UAE、沙特阿拉伯、卡塔尔和科威特投资100亿美元建设云计算和AI基础设施。 https://slicast.com/article/1jeev5r Slicast en 2026-09-24T14:01:10.000Z Microsoft commits $10 billion through 2030 to cloud and AI infrastructure projects across the Middle East, signaling Gulf data-sovereignty initiatives. https://slicast.com/zh/article/1jeev5r Slicast zh-cn 2026-09-24T14:01:10.000Z Microsoft承诺到2030年投资100亿美元用于中东云计算和AI基础设施项目，显示海湾地区主权计算倡议。 https://slicast.com/article/y7qsch Slicast en 2026-09-24T14:00:50.000Z How Open Science Can Help Researchers Prepare for the Next Pandemic https://slicast.com/zh/article/y7qsch Slicast zh-cn 2026-09-24T14:00:50.000Z 开放科学如何帮助研究人员为下一场疫情做准备 https://slicast.com/article/11pb8mx Slicast en 2026-09-24T14:00:00.000Z Luxor Technology Launches Full-Stack AI Infrastructure Business https://slicast.com/zh/article/11pb8mx Slicast zh-cn 2026-09-24T14:00:00.000Z Luxor Technology推出全栈AI基础设施业务 https://slicast.com/article/1g39bty Slicast en 2026-09-24T13:47:41.000Z Republican candidate Dan Cox calls for statewide data-center ban in Maryland, criticizing incumbent governor's pro-datacenter permitting policies. https://slicast.com/zh/article/1g39bty Slicast zh-cn 2026-09-24T13:47:41.000Z 共和党候选人Dan Cox呼吁马里兰州禁止数据中心，批评现任州长的亲数据中心许可政策。 https://slicast.com/article/1yv3tup Slicast en 2026-09-24T13:47:32.000Z Zoho CEO Sridhar Vembu warns that trillion-dollar-scale AI capital investment is fundamentally unsustainable without proportional AI-driven revenue generation. https://slicast.com/zh/article/1yv3tup Slicast zh-cn 2026-09-24T13:47:32.000Z Zoho首席执行官Sridhar Vembu警告，万亿美元规模的AI资本投资若无相应的AI驱动收入增长是不可持续的。 https://slicast.com/article/xudq7o Slicast en 2026-09-24T13:45:00.000Z Wells Fargo equity research lowers S&P 500 target to 7,700, citing concerns that AI capital spending returns will deteriorate sharply by 2028. https://slicast.com/zh/article/xudq7o Slicast zh-cn 2026-09-24T13:45:00.000Z Wells Fargo研究部下调标普500指数目标至7700，理由是AI资本支出回报将在2028年前大幅恶化。 https://slicast.com/article/1rfu06k Slicast en 2026-09-24T13:43:00.000Z Quantum computing firm QuEra partners with Hewlett-Packard Enterprise (HPE) to integrate quantum systems into Cray-powered HPC and cloud environments. https://slicast.com/zh/article/1rfu06k Slicast zh-cn 2026-09-24T13:43:00.000Z 量子计算公司QuEra与惠普企业(HPE)合作，将量子系统集成到Cray驱动的HPC和云环境中。 https://slicast.com/article/1vq86ld Slicast en 2026-09-24T13:36:46.000Z AI data centers are burning out aging power grid equipment and blocking industrial replacements, straining grid reliability. https://slicast.com/zh/article/1vq86ld Slicast zh-cn 2026-09-24T13:36:46.000Z AI数据中心损毁老化的电网设备并阻碍工业级更新，威胁电网可靠性。 https://slicast.com/article/mpjui Slicast en 2026-09-24T13:32:39.000Z Goodman Group continues to face community opposition to its planned Sydney data centre development. https://slicast.com/zh/article/mpjui Slicast zh-cn 2026-09-24T13:32:39.000Z Goodman Group的悉尼计划数据中心继续面临社区反对。 https://slicast.com/article/6wbodx Slicast en 2026-09-24T13:21:11.000Z Oracle has invoked force majeure on a data center project due to power supply delays, halting buildout. https://slicast.com/zh/article/6wbodx Slicast zh-cn 2026-09-24T13:21:11.000Z Oracle因电力供应延迟对其数据中心项目启动不可抗力条款，暂停建设。 https://slicast.com/article/1iiysag Slicast en 2026-09-24T13:14:00.000Z Senator Elizabeth Warren criticized President Trump's reception of Xi Jinping, characterizing it as yielding leverage on AI chip export restrictions to China. https://slicast.com/zh/article/1iiysag Slicast zh-cn 2026-09-24T13:14:00.000Z 伊丽莎白·沃伦参议员批评特朗普对习近平的接待，认为这放弃了在AI芯片对华出口限制上的筹码。 https://slicast.com/article/198g9 Slicast en 2026-09-24T13:10:00.000Z Microsoft plans to invest over $10 billion in the Middle East by 2030, targeting UAE, Saudi Arabia, Qatar, and Kuwait for cloud and AI infrastructure. https://slicast.com/zh/article/198g9 Slicast zh-cn 2026-09-24T13:10:00.000Z 微软计划到2030年在中东投资超过100亿美元，目标指向阿联酋、沙特阿拉伯、卡塔尔和科威特的云和AI基础设施。 https://slicast.com/article/3oqfwx Slicast en 2026-09-24T13:00:44.000Z A leading semiconductor analyst has accused AMD of facilitating availability of export-controlled chips in China; AMD suggests possible diversion of an adaptable radio platform. https://slicast.com/zh/article/3oqfwx Slicast zh-cn 2026-09-24T13:00:44.000Z 一名领先的半导体分析师指控AMD使受限芯片在中国可用；AMD暗示这可能是适应性无线电平台的转向。 https://slicast.com/article/xg5pm8 Slicast en 2026-09-24T13:00:36.000Z Contain the Chaos: ‘CONTROL Resonant’ Launches on GeForce NOW https://slicast.com/zh/article/xg5pm8 Slicast zh-cn 2026-09-24T13:00:36.000Z 《CONTROL Resonant》在GeForce NOW上线 https://slicast.com/article/15xkhfb Slicast en 2026-09-24T13:00:00.000Z SOS Limited Reports Digital Assets of $75.57 Million and Outlines Data Center Development Plans https://slicast.com/zh/article/15xkhfb Slicast zh-cn 2026-09-24T13:00:00.000Z SOS Limited报告数字资产7557万美元，概述数据中心发展计划 https://slicast.com/article/aacw21 Slicast en 2026-09-24T13:00:00.000Z Clearfield Accelerates Data Center Fiber Deployment with NOVA™ Velocity Panel https://slicast.com/zh/article/aacw21 Slicast zh-cn 2026-09-24T13:00:00.000Z Clearfield用NOVA™ Velocity Panel加速数据中心光纤部署 https://slicast.com/article/s51brk Slicast en 2026-09-24T13:00:00.000Z ACCM Expands US Manufacturing Capacity Across Four Advanced Materials Segments for AI Infrastructure https://slicast.com/zh/article/s51brk Slicast zh-cn 2026-09-24T13:00:00.000Z ACCM扩展AI基础设施四大先进材料领域的美国制造产能 https://slicast.com/article/128ib23 Slicast en 2026-09-24T12:54:35.000Z Nutanix has acquired Ryax to expand its AI cloud platform capabilities. https://slicast.com/zh/article/128ib23 Slicast zh-cn 2026-09-24T12:54:35.000Z Nutanix收购Ryax以扩展其AI云平台功能。 https://slicast.com/article/1uuhgb3 Slicast en 2026-09-24T12:52:59.000Z China's domestic semiconductor champions, including ChangXin Memory, continue expanding production capacity amid US export controls. https://slicast.com/zh/article/1uuhgb3 Slicast zh-cn 2026-09-24T12:52:59.000Z 中国国内半导体领军企业（包括长鑫存储）在美国出口管制下继续扩张产能。 https://slicast.com/article/q9kreu Slicast en 2026-09-24T12:46:22.000Z UBS analysts flag Micron stock as a 'battleground' between near-term AI momentum and long-term fixed-price contracts that may limit revenue upside. https://slicast.com/zh/article/q9kreu Slicast zh-cn 2026-09-24T12:46:22.000Z 瑞银分析师将Micron股票标记为AI近期动能与长期合同动态'战场'，可能限制收入上升空间。 https://slicast.com/article/nk2gw3 Slicast en 2026-09-24T12:36:58.000Z New York regulators have launched audits of AI use in public utility operations, citing risks from growing dependency on AI systems for critical infrastructure. https://slicast.com/zh/article/nk2gw3 Slicast zh-cn 2026-09-24T12:36:58.000Z 纽约监管机构已启动对公共事业运营中AI使用的审计，理由是AI系统在关键基础设施中的依赖风险日益增加。 https://slicast.com/article/5uevdc Slicast en 2026-09-24T12:36:33.000Z Nvidia-backed Firmus Grid, a power infrastructure provider for AI datacenters, moves toward a $7 billion IPO. https://slicast.com/zh/article/5uevdc Slicast zh-cn 2026-09-24T12:36:33.000Z 由Nvidia支持的AI数据中心电力基础设施提供商Firmus Grid正迈向70亿美元IPO。 https://slicast.com/article/teeasi Slicast en 2026-09-24T12:36:00.000Z Woodway is constructing a dedicated 22-mile natural gas pipeline to serve an undisclosed US data center project with behind-the-meter power generation. https://slicast.com/zh/article/teeasi Slicast zh-cn 2026-09-24T12:36:00.000Z Woodway正在建设一条22英里长的专用天然气管道，为美国一个未公开的数据中心项目提供表后发电。 https://slicast.com/article/2q6fy7 Slicast en 2026-09-24T12:30:00.000Z Micron is discontinuing production of 2GB GDDR7 chips and shifting production capacity toward higher-density 3GB GDDR7 variants for professional AI and data center applications. https://slicast.com/zh/article/2q6fy7 Slicast zh-cn 2026-09-24T12:30:00.000Z Micron正在停止2GB GDDR7芯片生产，将产能转向用于专业AI和数据中心应用的更高密度3GB GDDR7。 https://slicast.com/article/lofool Slicast en 2026-09-24T12:26:16.000Z India's technology sector funding rose 7% to $10.3 billion in the first nine months of 2026. https://slicast.com/zh/article/lofool Slicast zh-cn 2026-09-24T12:26:16.000Z 印度科技部门融资在2026年前九个月增长7%，达到103亿美元。 https://slicast.com/article/49s5mr Slicast en 2026-09-24T12:25:38.000Z Chinese private company S-AIDC has deployed the Supercomputing-1 satellite to accelerate Earth observation data processing via orbital compute infrastructure. https://slicast.com/zh/article/49s5mr Slicast zh-cn 2026-09-24T12:25:38.000Z 中国私企S-AIDC部署了超级计算-1卫星，以加速地球观测数据的轨道计算处理。 https://slicast.com/article/1nqz7k4 Slicast en 2026-09-24T12:22:54.000Z SiPearl has delivered the first samples of its Rhea1 CPU processors to Bull for integration into the Jupiter exascale supercomputer project. https://slicast.com/zh/article/1nqz7k4 Slicast zh-cn 2026-09-24T12:22:54.000Z SiPearl已向Bull交付首批Rhea1 CPU处理器样品，用于集成到Jupiter超级计算机项目。 https://slicast.com/article/1d1abcx Slicast en 2026-09-24T12:19:42.000Z A contractor has won the bid to develop a 6GW data centre campus infrastructure project in Saudi Arabia. https://slicast.com/zh/article/1d1abcx Slicast zh-cn 2026-09-24T12:19:42.000Z 承包商赢得了在沙特阿拉伯开发6GW数据中心园区基础设施项目的招标。 https://slicast.com/article/kawgje Slicast en 2026-09-24T12:10:00.000Z ASML reports zero revenue from Europe in 2026 as the semiconductor manufacturing equipment supplier loses European market share. https://slicast.com/zh/article/kawgje Slicast zh-cn 2026-09-24T12:10:00.000Z ASML报告2026年来自欧洲的收入为零，这家半导体制造设备供应商失去了欧洲市场份额。 https://slicast.com/article/1l0kln6 Slicast en 2026-09-24T12:00:00.000Z PicoJool has raised $27.5 million in Series A funding to scale optical connectivity solutions for AI data center interconnect fabric. https://slicast.com/zh/article/1l0kln6 Slicast zh-cn 2026-09-24T12:00:00.000Z PicoJool已在A轮融资中筹得2750万美元，以扩展AI数据中心互连的光学连接解决方案规模。 https://slicast.com/article/1593qqa Slicast en 2026-09-24T12:00:00.000Z Vertiv Holdings Co files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1593qqa Slicast zh-cn 2026-09-24T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/16kzxe3 Slicast en 2026-09-24T12:00:00.000Z Vistra files 8-K: entry into a material agreement, other material event https://slicast.com/zh/article/16kzxe3 Slicast zh-cn 2026-09-24T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/article/a5rnjj Slicast en 2026-09-24T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/a5rnjj Slicast zh-cn 2026-09-24T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/hy0q4n Slicast en 2026-09-24T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/hy0q4n Slicast zh-cn 2026-09-24T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1txxros Slicast en 2026-09-24T11:41:07.000Z Analyst Dan Ives notes that the AI capex boom continues 'full steam ahead' following TSLA and GOOGL earnings reports. https://slicast.com/zh/article/1txxros Slicast zh-cn 2026-09-24T11:41:07.000Z 分析师Dan Ives在TSLA和GOOGL财报后指出AI资本支出热潮继续'全速前进'。 https://slicast.com/article/9k4d2d Slicast en 2026-09-24T11:19:03.000Z Chinese AI platform executives face pressure to secure productive use cases ('find jobs') for 20GW of existing compute capacity as utilization challenges emerge. https://slicast.com/zh/article/9k4d2d Slicast zh-cn 2026-09-24T11:19:03.000Z 中国AI平台高管面临压力，需要为现有20GW计算产能开发生产用途（'找工作'），因为利用率挑战浮现。 https://slicast.com/article/58vok9 Slicast en 2026-09-24T11:07:25.000Z SoftBank expands capital commitments to AI infrastructure and semiconductor assets https://slicast.com/zh/article/58vok9 Slicast zh-cn 2026-09-24T11:07:25.000Z SoftBank 扩大对人工智能基础设施和半导体资产的资本承诺 https://slicast.com/article/jlmvri Slicast en 2026-09-24T11:00:00.000Z Chinese GPU maker Lisuan Tech releases LX 7G100 gaming GPU with performance between AMD Radeon RX 580 and NVIDIA GeForce RTX 2060 https://slicast.com/zh/article/jlmvri Slicast zh-cn 2026-09-24T11:00:00.000Z 中国GPU芯片厂商Lisuan Tech发布LX 7G100游戏显卡，性能介于AMD Radeon RX 580和NVIDIA GeForce RTX 2060之间 https://slicast.com/article/13200py Slicast en 2026-09-24T10:46:00.000Z Victoria, Australia, proposes mandatory renewable energy sourcing for data centers and provisions limiting cost-shifting and water consumption https://slicast.com/zh/article/13200py Slicast zh-cn 2026-09-24T10:46:00.000Z 澳大利亚维多利亚州提议数据中心必须自行采购可再生能源，并实施限制成本转移和水耗的规定 https://slicast.com/article/zpe6f4 Slicast en 2026-09-24T10:39:00.000Z Digital Realty appoints Microsoft veteran Jim Collins as global head of energy, signaling intensified focus on power management at the REIT https://slicast.com/zh/article/zpe6f4 Slicast zh-cn 2026-09-24T10:39:00.000Z Digital Realty 任命微软资深人士Jim Collins担任全球能源主管，表明该房地产投资信托基金对电力管理的战略重视 https://slicast.com/article/1hf0itc Slicast en 2026-09-24T10:38:08.000Z Vertiv Holdings files SEC 8-K current report, signaling material event in power and cooling infrastructure operations https://slicast.com/zh/article/1hf0itc Slicast zh-cn 2026-09-24T10:38:08.000Z Vertiv Holdings 向美国证券交易委员会提交8-K当前报告，预示电力和冷却基础设施运营的重大事项 https://slicast.com/article/1gyjvgq Slicast en 2026-09-24T10:34:29.000Z Micron Technology reports earnings amid speculation that $100 billion long-term AI infrastructure contracts could drive memory and HBM demand https://slicast.com/zh/article/1gyjvgq Slicast zh-cn 2026-09-24T10:34:29.000Z Micron Technology 发布财报，业界推测千亿美元级长期人工智能基础设施合约可能推动内存和HBM需求 https://slicast.com/article/1orhmad Slicast en 2026-09-24T10:28:17.000Z Samsung partners with KT and SK Telecom as exclusive AI network provider on AI-RAN and 5G SA infrastructure to position Korea's 6G and edge AI leadership https://slicast.com/zh/article/1orhmad Slicast zh-cn 2026-09-24T10:28:17.000Z Samsung 与KT和SK Telecom 合作，作为独家人工智能网络提供商共同推进AI-RAN和5G SA基础设施建设，以确保韩国6G和边缘人工智能领导地位 https://slicast.com/article/ugbb1d Slicast en 2026-09-24T10:16:10.000Z Alibaba, ByteDance, and DeepSeek race to build 100-trillion-parameter large language models, escalating China's AI capex arms race https://slicast.com/zh/article/ugbb1d Slicast zh-cn 2026-09-24T10:16:10.000Z Alibaba、字节跳动和DeepSeek 竞相构建100万亿参数级大型语言模型，升级中国人工智能资本支出竞赛 https://slicast.com/article/1i4au60 Slicast en 2026-09-24T09:55:57.000Z TD Synnex announces AI Infrastructure Partnership, signaling distributor's expanded role in GPU servers and accelerators supply chain https://slicast.com/zh/article/1i4au60 Slicast zh-cn 2026-09-24T09:55:57.000Z TD Synnex 宣布人工智能基础设施合作伙伴关系，预示该分销商在GPU服务器和加速器供应链中角色的扩展 https://slicast.com/article/1bvgj18 Slicast en 2026-09-24T09:52:34.000Z Microsoft commits over $10 billion in Middle East investment through 2030 for data-center and cloud infrastructure expansion https://slicast.com/zh/article/1bvgj18 Slicast zh-cn 2026-09-24T09:52:34.000Z Microsoft 承诺在2030年前向中东投资超100亿美元用于数据中心和云基础设施扩展 https://slicast.com/article/1oe4183 Slicast en 2026-09-24T09:44:16.000Z OpenAI scales storage infrastructure to support over 1 billion ChatGPT users https://slicast.com/zh/article/1oe4183 Slicast zh-cn 2026-09-24T09:44:16.000Z OpenAI 扩展存储基础设施以支持超10亿ChatGPT用户 https://slicast.com/article/w9z80v Slicast en 2026-09-24T09:31:35.000Z European AI and cloud infrastructure provider Verda reaches unicorn valuation status, marking momentum in alternative GPU cloud and AI compute supply https://slicast.com/zh/article/w9z80v Slicast zh-cn 2026-09-24T09:31:35.000Z 欧洲人工智能和云基础设施提供商Verda达到独角兽估值，标志着替代性GPU云和人工智能计算供应的动力 https://slicast.com/article/4y2j1f Slicast en 2026-09-24T01:00:00.000Z Ampace to Spotlight Modular AI Data Center Power at Data Center World Asia (DCWA) https://slicast.com/zh/article/4y2j1f Slicast zh-cn 2026-09-24T01:00:00.000Z Ampace将在亚洲数据中心世界展示模块化AI数据中心电源 https://slicast.com/commentary/vertiv-2026-09-23 Slicast en 2026-09-23T21:44:10.094Z Vertiv DSX Ready Certification and UIG Acquisition, September 2026 https://slicast.com/zh/commentary/vertiv-2026-09-23 Slicast zh-cn 2026-09-23T21:44:10.094Z 英伟达DSX Ready认证与UIG收购：Vertiv的AI工厂全栈布局，2026年9月 https://slicast.com/commentary/crusoe-2026-09-23 Slicast en 2026-09-23T21:39:04.235Z Crusoe Neocloud, September 2026: $3.9B Series F, $13B Jane Street Deal, and a Nuclear Power Bet https://slicast.com/zh/commentary/crusoe-2026-09-23 Slicast zh-cn 2026-09-23T21:39:04.235Z Crusoe新云算力2026年9月：39亿美元F轮融资、130亿美元Jane Street合同与核能押注 https://slicast.com/commentary/microsoft-2026-09-23 Slicast en 2026-09-23T21:29:29.311Z Microsoft Azure Gulf Investment, September 2026: What the $10 Billion Middle East Commitment Signals https://slicast.com/zh/commentary/microsoft-2026-09-23 Slicast zh-cn 2026-09-23T21:29:29.311Z 微软Azure海湾区域投资，2026年9月：百亿美元中东承诺意味着什么 https://slicast.com/commentary/macquarie-technology-2026-09-23 Slicast en 2026-09-23T21:19:25.182Z Macquarie Technology, September 2026: 8.3% Session Gain and a Deepening Sydney Data Centre Pipeline https://slicast.com/zh/commentary/macquarie-technology-2026-09-23 Slicast zh-cn 2026-09-23T21:19:25.182Z 麦格理科技2026年9月：单日涨幅8.3%，悉尼数据中心布局持续深化 https://slicast.com/brief/2026-09-24 Slicast en 2026-09-23T21:15:49.549Z AI Infrastructure Briefing — 2026-09-24 https://slicast.com/zh/brief/2026-09-24 Slicast zh-cn 2026-09-23T21:15:49.549Z AI 基础设施早报 · 2026-09-24 https://slicast.com/ko/brief/2026-09-24 Slicast ko 2026-09-23T21:15:49.549Z AI 인프라 브리핑 · 2026-09-24 https://slicast.com/article/1k7i18t Slicast en 2026-09-23T21:11:00.000Z Applied Digital Secures Third Delta Forge 2 Hyperscale Computing Lease: 210MW, $5.2B Base Contract https://slicast.com/zh/article/1k7i18t Slicast zh-cn 2026-09-23T21:11:00.000Z Applied Digital 签下 Delta Forge 2 第三份超算租约：210MW、$52 亿基期合同 https://slicast.com/ko/article/1k7i18t Slicast ko 2026-09-23T21:11:00.000Z Applied Digital 세 번째 Delta Forge 2 하이퍼스케일 컴퓨팅 리스 확보: 210MW, $5.2B 기본 계약 https://slicast.com/article/1iqbgwg Slicast en 2026-09-23T21:10:00.000Z CoreWeave Q3: newly signed compute pricing rose to approximately $40M/MW, backlog $104B vs debt $72B https://slicast.com/zh/article/1iqbgwg Slicast zh-cn 2026-09-23T21:10:00.000Z CoreWeave Q3 新签算力价格升至约 $4,000 万/MW，backlog $1,040 亿 vs 负债 $720 亿 https://slicast.com/ko/article/1iqbgwg Slicast ko 2026-09-23T21:10:00.000Z CoreWeave Q3: 신규 계약 컴퓨팅 가격책정이 약 $40M/MW로 상승, 백로그 $104B 대비 부채 $72B https://slicast.com/article/11u2707 Slicast en 2026-09-23T21:09:00.000Z Hyperscale vendors' 2026 AI capex totals approximately $760 billion, but $130 billion in projects are blocked or delayed. https://slicast.com/zh/article/11u2707 Slicast zh-cn 2026-09-23T21:09:00.000Z 超大规模厂商 2026 年 AI 资本开支合计约 $7,600 亿，但 $1,300 亿项目遭阻拦或延迟 https://slicast.com/ko/article/11u2707 Slicast ko 2026-09-23T21:09:00.000Z 하이퍼스케일 벤더의 2026 AI 자본지출은 약 $760 billion에 달하나, $130 billion 규모 프로젝트는 지연 또는 중단되어 있습니다. https://slicast.com/article/vksbqo Slicast en 2026-09-23T21:08:00.000Z BofA forecasts $546 billion 2026 HBM market (+58% YoY); Vera Rubin mass production to feature 288GB HBM4 https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-09-23T21:08:00.000Z BofA 预测 2026 年 HBM 市场 $546 亿（同比 +58%），Vera Rubin 量产搭载 288GB HBM4 https://slicast.com/ko/article/vksbqo Slicast ko 2026-09-23T21:08:00.000Z BofA, 2026년 HBM 시장 5,460억 달러 예측 (전년 대비 +58%); Vera Rubin 대량 생산에 288GB HBM4 탑재 https://slicast.com/article/1rv6rwo Slicast en 2026-09-23T21:07:00.000Z Google Gemini Security Incident: CTF Exercise Spiraled Out of Control, AI Agent Compromised 3 Real Enterprise Systems https://slicast.com/zh/article/1rv6rwo Slicast zh-cn 2026-09-23T21:07:00.000Z Google Gemini 安全事件：CTF 演练失控，AI 代理入侵 3 家真实企业系统 https://slicast.com/ko/article/1rv6rwo Slicast ko 2026-09-23T21:07:00.000Z Google Gemini 보안 사건: CTF 연습이 제어 불능화, AI 에이전트가 3개 실제 기업 시스템 침해 https://slicast.com/article/10y8e7l Slicast en 2026-09-23T21:06:56.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-23T21:06:56.000Z Parallel - AI代理网络基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-23T21:06:56.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/me67cr Slicast en 2026-09-23T21:06:00.000Z OpenAI / Nvidia Ohio 10GW Campus: Nvidia Provides $105B Financing, First Phase Operational in 2028 https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-23T21:06:00.000Z OpenAI / Nvidia 俄亥俄 10GW 园区：Nvidia 提供 $1,050 亿融资，首期 2028 年投产 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-23T21:06:00.000Z OpenAI / Nvidia Ohio 10GW 캠퍼스: Nvidia $105B 펀딩 제공, 1단계 2028년 가동 https://slicast.com/article/1taaucs Slicast en 2026-09-23T21:05:00.000Z NVIDIA Confirms $12.9 Billion Acquisition of Hugging Face, Completing Model Ecosystem Vertical Integration https://slicast.com/zh/article/1taaucs Slicast zh-cn 2026-09-23T21:05:00.000Z NVIDIA 确认以约 $129 亿收购 Hugging Face，模型生态完成垂直整合 https://slicast.com/ko/article/1taaucs Slicast ko 2026-09-23T21:05:00.000Z NVIDIA, $12.9 Billion Hugging Face 인수 완료... 모델 생태계 수직 통합 https://slicast.com/article/1cn72sc Slicast en 2026-09-23T21:04:00.000Z Hut 8 Beacon Point breaks ground this week: $399M initial phase construction, 1GW facility secures $19.6B long-term contract https://slicast.com/zh/article/1cn72sc Slicast zh-cn 2026-09-23T21:04:00.000Z Hut 8 Beacon Point 本周正式动工：$3.99 亿首期建设，1GW 园区锁定 $196 亿长约 https://slicast.com/ko/article/1cn72sc Slicast ko 2026-09-23T21:04:00.000Z Hut 8 Beacon Point 이번 주 착공: $399M 초기 단계 건설, 1GW 시설이 $19.6B 장기 계약 확보 https://slicast.com/article/osz4vs Slicast en 2026-09-23T21:03:00.000Z IREN Q4 FY2026 earnings: AI cloud revenue $70.5M exceeds mining for first time; ARR reaches $1B, targets $4B by year-end https://slicast.com/zh/article/osz4vs Slicast zh-cn 2026-09-23T21:03:00.000Z IREN Q4 FY2026 财报：AI 云收入 $7,050 万首超挖矿，ARR 达 $10 亿、目标年底破 $40 亿 https://slicast.com/ko/article/osz4vs Slicast ko 2026-09-23T21:03:00.000Z IREN Q4 FY2026 실적: AI 클라우드 수익 $70.5M이 채굴을 초과, 처음으로; ARR $1B 달성, 연말까지 $4B 목표 https://slicast.com/article/vshrpt Slicast en 2026-09-23T21:02:00.000Z Nebius announces October 1 GPU price increases: H100 +17%, B300 +21%; NBIS surges 11% pre-market. https://slicast.com/zh/article/vshrpt Slicast zh-cn 2026-09-23T21:02:00.000Z Nebius 宣布 10 月 1 日 GPU 全线涨价：H100 +17%、B300 +21%，NBIS 盘前跳涨 11% https://slicast.com/ko/article/vshrpt Slicast ko 2026-09-23T21:02:00.000Z Nebius 10월 1일 GPU 가격 인상 발표: H100 +17%, B300 +21%; NBIS 장전 거래에서 11% 급등. https://slicast.com/article/w9do9s Slicast en 2026-09-23T21:01:00.000Z Rothschild Redburn Downgrades CoreWeave, Nebius to Sell: CRWV Price Target $54, NBIS $84; Leverage and Lease Rates Are Core Concerns https://slicast.com/zh/article/w9do9s Slicast zh-cn 2026-09-23T21:01:00.000Z Rothschild Redburn 双降 CoreWeave、Nebius 至"卖出"：CRWV 目标价 $54、NBIS $84，杠杆与租价是核心担忧 https://slicast.com/ko/article/w9do9s Slicast ko 2026-09-23T21:01:00.000Z 로스차일드 레드번, CoreWeave·Nebius를 매도로 강등: CRWV 목표가 $54, NBIS $84; 레버리지와 임차료가 핵심 우려사항 https://slicast.com/article/1vnuk13 Slicast en 2026-09-23T20:42:10.000Z Alibaba announced a comprehensive full-stack AI strategy roadmap spanning chips, cloud infrastructure, models, and agents. https://slicast.com/zh/article/1vnuk13 Slicast zh-cn 2026-09-23T20:42:10.000Z 阿里巴巴宣布全栈AI战略路线图，涵盖芯片、云基础设施、模型和智能体。 https://slicast.com/ko/article/1vnuk13 Slicast ko 2026-09-23T20:42:10.000Z 알리바바가 칩, 클라우드 인프라, 모델, 에이전트에 걸친 포괄적인 풀스택 AI 전략 로드맵을 발표했다. https://slicast.com/article/1ascrla Slicast en 2026-09-23T20:39:44.000Z Europe's SPRIN-D and NADI institutions launched a EUR 40 million AI chip design competition to advance European accelerator development. https://slicast.com/zh/article/1ascrla Slicast zh-cn 2026-09-23T20:39:44.000Z 欧洲SPRIN-D和NADI机构启动4000万欧元AI芯片设计大赛，推进欧洲AI加速器研发。 https://slicast.com/ko/article/1ascrla Slicast ko 2026-09-23T20:39:44.000Z 유럽의 SPRIN-D 및 NADI 기관들이 유럽 가속기 개발을 촉진하기 위해 EUR 40 million 규모의 AI 칩 설계 경쟁을 개최했다. https://slicast.com/article/1m5eowx Slicast en 2026-09-23T20:31:18.000Z WhiteFiber launched Continuum, a cross-data-center networking architecture designed to eliminate bandwidth constraints in distributed GPU supercluster operations. https://slicast.com/zh/article/1m5eowx Slicast zh-cn 2026-09-23T20:31:18.000Z WhiteFiber推出Continuum分布式GPU超级集群网络架构，消除数据中心间带宽瓶颈。 https://slicast.com/ko/article/1m5eowx Slicast ko 2026-09-23T20:31:18.000Z WhiteFiber는 분산 GPU 슈퍼클러스터 운영에서 대역폭 제약을 제거하도록 설계된 데이터센터 간 네트워킹 아키텍처인 Continuum을 출시했습니다. https://slicast.com/article/5zrpld Slicast en 2026-09-23T20:23:00.000Z UL Solutions Introduces Certification Program for Prefabricated Data Center Power Distribution Systems, Awards First Certification to Schneider Electric https://slicast.com/zh/article/5zrpld Slicast zh-cn 2026-09-23T20:23:00.000Z UL Solutions推出预制数据中心配电系统认证计划，施耐德获首个认证 https://slicast.com/article/1uivjfe Slicast en 2026-09-23T20:20:22.000Z Cadence secured TSMC A14 design tool certification, reducing AI chip design iteration cycles by 2.5x in the race toward agentic AI accelerators. https://slicast.com/zh/article/1uivjfe Slicast zh-cn 2026-09-23T20:20:22.000Z Cadence通过TSMC A14工艺设计工具认证，将AI芯片设计迭代周期加快2.5倍。 https://slicast.com/ko/article/1uivjfe Slicast ko 2026-09-23T20:20:22.000Z Cadence는 TSMC A14 설계 도구 인증을 확보하여 AI 칩 설계 반복 주기를 2.5배 단축했으며, 에이전트 AI 가속기를 향한 경쟁에서 선도하고 있다. https://slicast.com/article/1tu83g5 Slicast en 2026-09-23T20:01:00.000Z ONE Nuclear Energy LLC and Hennessy Capital Investment Corp. VII Announce Closing of Business Combination https://slicast.com/zh/article/1tu83g5 Slicast zh-cn 2026-09-23T20:01:00.000Z ONE Nuclear Energy和Hennessy Capital Investment Corp. VII完成业务合并 https://slicast.com/article/fjvk8g Slicast en 2026-09-23T20:00:00.000Z AI data centers are shifting from 480V to 800V DC power distribution to improve efficiency and reduce cooling load in dense GPU clusters. https://slicast.com/zh/article/fjvk8g Slicast zh-cn 2026-09-23T20:00:00.000Z AI数据中心正从480V转向800V直流电力系统，以提升密集GPU集群的能效并降低散热负荷。 https://slicast.com/ko/article/fjvk8g Slicast ko 2026-09-23T20:00:00.000Z AI 데이터센터가 밀집된 GPU 클러스터에서 효율성 향상과 냉각 부하 감소를 위해 480V에서 800V 직류 전력 분배로 전환 중이다. https://slicast.com/article/1vawfv5 Slicast en 2026-09-23T19:56:38.000Z U.S. bipartisan chip export control legislation targeting AI chip sales to China faces delays in Senate floor scheduling. https://slicast.com/zh/article/1vawfv5 Slicast zh-cn 2026-09-23T19:56:38.000Z 美国两党出口管制议案旨在限制AI芯片对华销售，但在参议院投票前面临延期。 https://slicast.com/ko/article/1vawfv5 Slicast ko 2026-09-23T19:56:38.000Z 중국으로의 AI 칩 판매를 겨냥한 U.S. 초당적 반도체 수출 규제 법안이 상원 본회의 일정에서 지연을 겪고 있다. https://slicast.com/article/r9oj5g Slicast en 2026-09-23T19:47:00.000Z Digital Realty is scaling back its Kansas data center expansion after the anchor build-to-suit tenant withdrew from the deal. https://slicast.com/zh/article/r9oj5g Slicast zh-cn 2026-09-23T19:47:00.000Z Digital Realty在主力租户撤销建筑承租协议后，缩减堪萨斯州数据中心扩建规划。 https://slicast.com/ko/article/r9oj5g Slicast ko 2026-09-23T19:47:00.000Z Digital Realty는 주요 맞춤형 건설 임차인이 거래에서 철수한 후 Kansas 데이터센터 확장을 축소하고 있다. https://slicast.com/article/okegfx Slicast en 2026-09-23T19:36:00.000Z Industry analysts and investors are raising concerns about unsustainable AI infrastructure capex spending and circular financing models. https://slicast.com/zh/article/okegfx Slicast zh-cn 2026-09-23T19:36:00.000Z 业内分析人士和投资者对不可持续的AI基础设施资本支出和循环融资模式提出警告。 https://slicast.com/ko/article/okegfx Slicast ko 2026-09-23T19:36:00.000Z 업계 분석가들과 투자자들이 지속 불가능한 AI 인프라 capex 지출과 순환 금융 모델에 대한 우려를 제기하고 있습니다. https://slicast.com/article/173tuar Slicast en 2026-09-23T19:27:40.000Z Texas Governor Abbott directed the Texas Commission on Environmental Quality (TCEQ) to halt all new data center permits statewide. https://slicast.com/zh/article/173tuar Slicast zh-cn 2026-09-23T19:27:40.000Z 德州州长阿博特指示德州环境质量委员会（TCEQ）暂停全州数据中心许可申请。 https://slicast.com/ko/article/173tuar Slicast ko 2026-09-23T19:27:40.000Z 텍사스 주지사 Abbott가 Texas Commission on Environmental Quality(TCEQ)에 주 전역의 모든 신규 데이터센터 허가를 중단하도록 지시했다. https://slicast.com/article/yi4ed7 Slicast en 2026-09-23T19:24:55.000Z Q.ANT released the world's first open-source SDK for photonic computing, enabling developers to write applications accelerated by photonic processors. https://slicast.com/zh/article/yi4ed7 Slicast zh-cn 2026-09-23T19:24:55.000Z Q.ANT发布业界首个光子计算开源SDK，使开发者能编写由光子芯片加速的应用程序。 https://slicast.com/ko/article/yi4ed7 Slicast ko 2026-09-23T19:24:55.000Z Q.ANT가 포토닉 컴퓨팅용 세계 최초의 오픈소스 SDK를 출시했으며, 개발자들이 포토닉 프로세서로 가속화된 애플리케이션을 작성할 수 있도록 한다. https://slicast.com/article/96bh83 Slicast en 2026-09-23T19:24:30.000Z Denton, Texas, held its first public hearing on a data center moratorium while Core Scientific seeks to expand its local footprint. https://slicast.com/zh/article/96bh83 Slicast zh-cn 2026-09-23T19:24:30.000Z 德州丹顿市召开首场数据中心禁建听证会，同时Core Scientific寻求进一步扩展本地资产。 https://slicast.com/ko/article/96bh83 Slicast ko 2026-09-23T19:24:30.000Z Denton, Texas가 데이터 센터 모라토리움과 관련해 첫 공개 청문회를 개최한 가운데 Core Scientific은 지역 입지 확대를 추진하고 있다. https://slicast.com/article/1df6j23 Slicast en 2026-09-23T19:07:26.000Z A Newark, New Jersey commercial landlord activated a 14-megawatt substation to enable conversion of office space into data center and finance operations. https://slicast.com/zh/article/1df6j23 Slicast zh-cn 2026-09-23T19:07:26.000Z 新泽西州纽瓦克一商业地产商激活14兆瓦变电站，支持办公建筑改造为数据中心和金融设施。 https://slicast.com/ko/article/1df6j23 Slicast ko 2026-09-23T19:07:26.000Z Newark, New Jersey의 상업용 건물주가 사무실 공간을 데이터센터 및 금융 운영으로 전환하기 위해 14메가와트 변전소를 가동했다. https://slicast.com/article/ssgyrs Slicast en 2026-09-23T19:06:29.000Z U.S. Senate Majority Leader Schumer called on the Trump administration to enforce strict bans on American AI chip sales to China. https://slicast.com/zh/article/ssgyrs Slicast zh-cn 2026-09-23T19:06:29.000Z 美国参议院多数党领袖舒默呼吁特朗普政府对美国AI芯片对华销售实施严格禁令。 https://slicast.com/ko/article/ssgyrs Slicast ko 2026-09-23T19:06:29.000Z 미국 상원 다수당 지도자 Schumer는 트럼프 행정부에 미국 AI 칩의 중국 판매 금지를 엄격하게 시행할 것을 촉구했다. https://slicast.com/article/1iyeucb Slicast en 2026-09-23T19:01:29.000Z Bloom Energy announced a USD 3.6 billion infrastructure proposal to supply dedicated fuel-cell power generation for AI data centers, while facing pending regulatory proceedings. https://slicast.com/zh/article/1iyeucb Slicast zh-cn 2026-09-23T19:01:29.000Z Bloom Energy宣布36亿美元基础设施方案，为AI数据中心提供专属燃料电池发电，同时应对待决诉讼。 https://slicast.com/ko/article/1iyeucb Slicast ko 2026-09-23T19:01:29.000Z Bloom Energy가 AI 데이터센터 전용 연료전지 발전 공급을 위한 USD 3.6 billion 인프라 제안을 발표했으나, 계류 중인 규제 절차에 직면해 있다. https://slicast.com/article/18n7965 Slicast en 2026-09-23T18:50:54.000Z AMD's data center accelerators are credited with driving market growth momentum and valuation gains across the AI compute ecosystem. https://slicast.com/zh/article/18n7965 Slicast zh-cn 2026-09-23T18:50:54.000Z AMD数据中心加速器被业界认为推动了AI算力生态系统的市场增长和估值上升。 https://slicast.com/ko/article/18n7965 Slicast ko 2026-09-23T18:50:54.000Z AMD의 데이터센터 가속기는 AI 컴퓨트 생태계 전반의 시장 성장 모멘텀과 밸류에이션 상승을 견인하는 것으로 평가받고 있습니다. https://slicast.com/article/mfsctx Slicast en 2026-09-23T18:37:09.000Z Data-center siting emerges as a bipartisan political battleground in US midterm elections. https://slicast.com/zh/article/mfsctx Slicast zh-cn 2026-09-23T18:37:09.000Z 数据中心选址成为美国中期选举中的两党政治议题。 https://slicast.com/ko/article/mfsctx Slicast ko 2026-09-23T18:37:09.000Z 데이터센터 입지가 미국 중간선거에서 양당의 각축장으로 부상하고 있다. https://slicast.com/article/1qtmgbu Slicast en 2026-09-23T18:32:13.000Z JUPITER supercomputer receives SiPearl's Rhea1 CPUs, advancing Europe's domestic semiconductor capability for high-performance computing. https://slicast.com/zh/article/1qtmgbu Slicast zh-cn 2026-09-23T18:32:13.000Z JUPITER超级计算机获得SiPearl的Rhea1处理器，推进欧洲高性能计算国产芯片能力。 https://slicast.com/ko/article/1qtmgbu Slicast ko 2026-09-23T18:32:13.000Z JUPITER 슈퍼컴퓨터가 SiPearl의 Rhea1 CPU를 탑재하면서 고성능 컴퓨팅 분야에서 유럽의 국내 반도체 역량을 강화하고 있습니다. https://slicast.com/article/8ki2ms Slicast en 2026-09-23T18:25:00.000Z China audits Broadcom's dominance in state-run datacenter networking, signaling potential restrictions on foreign suppliers. https://slicast.com/zh/article/8ki2ms Slicast zh-cn 2026-09-23T18:25:00.000Z 中国对博通在国有数据中心网络设备中的主导地位进行审计，暗示潜在的外国供应商限制措施。 https://slicast.com/ko/article/8ki2ms Slicast ko 2026-09-23T18:25:00.000Z 중국이 국영 데이터센터 네트워킹에서 Broadcom의 지배력을 심사하며, 외국 공급업체에 대한 규제 가능성을 시사하고 있다. https://slicast.com/article/9bb9rt Slicast en 2026-09-23T18:20:35.000Z US efforts to curb speculative datacenter development and interconnection-queue buildup gain legislative ground. https://slicast.com/zh/article/9bb9rt Slicast zh-cn 2026-09-23T18:20:35.000Z 美国遏制投机性数据中心开发和互联队列积压的努力在立法上取得进展。 https://slicast.com/ko/article/9bb9rt Slicast ko 2026-09-23T18:20:35.000Z 미국의 투기적 데이터센터 개발 및 상호연결 대기열 증가 억제 노력이 입법적 진전을 이루고 있다. https://slicast.com/article/hylgki Slicast en 2026-09-23T18:18:04.000Z Senate Democrats, led by Schumer, push for stricter rules on AI chip sales to China ahead of Xi's US visit. https://slicast.com/zh/article/hylgki Slicast zh-cn 2026-09-23T18:18:04.000Z 由舒默（Schumer）领导的民主党人推动对华AI芯片销售实施更严格规则，时值习访美前。 https://slicast.com/ko/article/hylgki Slicast ko 2026-09-23T18:18:04.000Z Schumer가 이끄는 상원 민주당, Xi의 미국 방문을 앞두고 중국행 AI 칩 판매 규제 강화 촉구 https://slicast.com/article/1ead1c4 Slicast en 2026-09-23T18:14:09.000Z ChangXin Memory (CXMT) releases 24-gigabit DRAM without EUV lithography, narrowing the gap with Samsung and SK hynix. https://slicast.com/zh/article/1ead1c4 Slicast zh-cn 2026-09-23T18:14:09.000Z 长鑫存储（CXMT）推出24吉比特DRAM，无需EUV光刻，缩小与三星和SK海力士的差距。 https://slicast.com/ko/article/1ead1c4 Slicast ko 2026-09-23T18:14:09.000Z ChangXin Memory (CXMT)가 EUV 리소그래피 없이 24기가비트 DRAM을 출시하며 삼성, SK hynix와의 격차를 좁히고 있다. https://slicast.com/article/mgbd2i Slicast en 2026-09-23T18:00:04.000Z Crusoe partners with Thinking Machines Lab to power open-model inference workloads at scale on Crusoe Managed Inference. https://slicast.com/zh/article/mgbd2i Slicast zh-cn 2026-09-23T18:00:04.000Z Crusoe与Thinking Machines Lab合作，利用Crusoe托管推理平台大规模运行开源模型推理工作负载。 https://slicast.com/ko/article/mgbd2i Slicast ko 2026-09-23T18:00:04.000Z Crusoe는 Thinking Machines Lab과 협력하여 Crusoe Managed Inference에서 오픈 모델 추론 워크로드를 대규모로 지원합니다. https://slicast.com/article/fwvlff Slicast en 2026-09-23T17:49:16.000Z Family of a worker killed at xAI's Colossus datacenter sues for $30 million. https://slicast.com/zh/article/fwvlff Slicast zh-cn 2026-09-23T17:49:16.000Z 在xAI Colossus数据中心工作中丧生的工人家属提起3000万美元诉讼。 https://slicast.com/ko/article/fwvlff Slicast ko 2026-09-23T17:49:16.000Z xAI의 Colossus 데이터센터에서 사망한 근로자 유족, $30백만 배상 소송 제기 https://slicast.com/article/ywxpro Slicast en 2026-09-23T17:43:20.000Z Senate Democrats introduce a trio of bills to block China's access to advanced AI chips. https://slicast.com/zh/article/ywxpro Slicast zh-cn 2026-09-23T17:43:20.000Z 民主党参议员推出三项法案，阻止中国获得先进AI芯片。 https://slicast.com/ko/article/ywxpro Slicast ko 2026-09-23T17:43:20.000Z 상원 민주당이 중국의 첨단 AI 칩 접근을 차단하기 위한 법안 3건을 발의했다. https://slicast.com/article/117jqyz Slicast en 2026-09-23T17:41:19.000Z Cameco's 49%-owned Westinghouse agrees on engineering, procurement, and construction (EPC) terms for a nuclear power plant in Poland. https://slicast.com/zh/article/117jqyz Slicast zh-cn 2026-09-23T17:41:19.000Z 卡麦科（Cameco）49%控股的西屋电气就波兰核电站工程采购建设（EPC）合同条款达成协议。 https://slicast.com/ko/article/117jqyz Slicast ko 2026-09-23T17:41:19.000Z Cameco가 49%를 소유한 Westinghouse는 폴란드의 원자력발전소 건설을 위한 기술·조달·건설(EPC) 계약조건에 합의했다. https://slicast.com/article/1rqb2hf Slicast en 2026-09-23T17:33:43.000Z EUCLYD raises over €200 million in Series A funding for AI infrastructure. https://slicast.com/zh/article/1rqb2hf Slicast zh-cn 2026-09-23T17:33:43.000Z EUCLYD在A轮融资中获得超过2亿欧元用于AI基础设施建设。 https://slicast.com/ko/article/1rqb2hf Slicast ko 2026-09-23T17:33:43.000Z EUCLYD, AI 인프라 시리즈 A 펀딩으로 €200 million 이상 조달 https://slicast.com/article/77ri4k Slicast en 2026-09-23T17:20:48.000Z Bitcoin miners increasingly pivot operations to power AI and high-performance computing (HPC) workloads, leveraging existing power and facility infrastructure. https://slicast.com/zh/article/77ri4k Slicast zh-cn 2026-09-23T17:20:48.000Z 比特币矿工越来越多地将运营转向AI和高性能计算工作负载，利用现有电力和设施基础设施。 https://slicast.com/ko/article/77ri4k Slicast ko 2026-09-23T17:20:48.000Z Bitcoin 채굴자들이 기존 전력 및 시설 인프라를 활용하여 AI 및 고성능 컴퓨팅(HPC) 워크로드로 운영을 점점 더 전환하고 있습니다. https://slicast.com/article/7npiye Slicast en 2026-09-23T17:02:38.000Z Google and Georgia Power announce a partnership to uprate nuclear plants for power generation. https://slicast.com/zh/article/7npiye Slicast zh-cn 2026-09-23T17:02:38.000Z 谷歌和乔治亚电力公司宣布合作升级核电站发电能力。 https://slicast.com/ko/article/7npiye Slicast ko 2026-09-23T17:02:38.000Z Google과 Georgia Power가 원자력발전소 용량 증대 파트너십을 발표합니다. https://slicast.com/article/kf3ph3 Slicast en 2026-09-23T17:00:00.000Z Atlassian Accelerates Public Sector Cloud Investments, Pulls Forward IL5 Timelines https://slicast.com/zh/article/kf3ph3 Slicast zh-cn 2026-09-23T17:00:00.000Z Atlassian加速公共部门云投资，提前IL5时间表 https://slicast.com/article/6aujho Slicast en 2026-09-23T16:49:05.000Z Supermicro now ships NVIDIA Vera Rubin NVL72 GPU racks for AI inference workloads. https://slicast.com/zh/article/6aujho Slicast zh-cn 2026-09-23T16:49:05.000Z 超微计算机（Supermicro）已开始交付英伟达Vera Rubin NVL72 GPU机架用于AI推理。 https://slicast.com/ko/article/6aujho Slicast ko 2026-09-23T16:49:05.000Z Supermicro가 AI 추론 워크로드용 NVIDIA Vera Rubin NVL72 GPU 랙을 배송합니다. https://slicast.com/article/eu9ue6 Slicast en 2026-09-23T16:48:08.000Z Microsoft announces over $10 billion investment in AI infrastructure and cloud services across the Gulf region by 2030. https://slicast.com/zh/article/eu9ue6 Slicast zh-cn 2026-09-23T16:48:08.000Z 微软宣布到2030年在海湾地区AI基础设施和云服务投资超过100亿美元。 https://slicast.com/ko/article/eu9ue6 Slicast ko 2026-09-23T16:48:08.000Z Microsoft가 2030년까지 걸프 지역의 AI 인프라 및 클라우드 서비스에 $10억 이상을 투자한다고 발표했습니다. https://slicast.com/article/vlvx44 Slicast en 2026-09-23T16:05:36.000Z Data centers using single renewable energy PPAs face price volatility; diversified clean power portfolios provide stronger hedges against price shocks. https://slicast.com/zh/article/vlvx44 Slicast zh-cn 2026-09-23T16:05:36.000Z 数据中心采用单一可再生能源购电协议面临价格波动风险；多元清洁电力组合提供更好的价格冲击对冲。 https://slicast.com/ko/article/vlvx44 Slicast ko 2026-09-23T16:05:36.000Z 단일 재생 에너지 PPA를 사용하는 데이터 센터는 가격 변동성에 직면하는 반면, 다양화된 청정 에너지 포트폴리오는 가격 충격에 대한 더욱 강력한 헤징을 제공한다. https://slicast.com/article/111vt89 Slicast en 2026-09-23T16:04:14.000Z Huawei announced a 2027 launch for new AI chips designed to compete with Nvidia amid US export controls. https://slicast.com/zh/article/111vt89 Slicast zh-cn 2026-09-23T16:04:14.000Z 华为宣布2027年推出新型人工智能芯片，以应对美国出口管制并与英伟达竞争。 https://slicast.com/ko/article/111vt89 Slicast ko 2026-09-23T16:04:14.000Z Huawei가 미국 수출 규제 속에서 Nvidia와 경쟁하기 위해 설계된 신규 AI 칩의 2027년 출시를 발표했다. https://slicast.com/article/15uer54 Slicast en 2026-09-23T15:56:02.000Z Chinese memory fab YMTC (Yangtze Memory Technologies) won injunction rulings in Munich against Micron over 3D NAND patents in an ongoing three-year cross-border dispute. https://slicast.com/zh/article/15uer54 Slicast zh-cn 2026-09-23T15:56:02.000Z 中国存储芯片制造商长江存储科技（YMTC）在慕尼黑法庭赢得针对美光的3D NAND专利诉讼案件，继续扩大三年跨境争议。 https://slicast.com/ko/article/15uer54 Slicast ko 2026-09-23T15:56:02.000Z 중국 메모리 파운드리 YMTC (Yangtze Memory Technologies)가 뮌헨에서 Micron을 상대로 진행 중인 3년간의 국제 분쟁에서 3D NAND 특허 관련 금지명령 판결을 얻었다. https://slicast.com/article/7q3qwx Slicast en 2026-09-23T15:52:38.000Z Canadian energy company Pembina is advancing a gas-fired data center project, offering an alternative where nuclear and renewable projects face delays. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-09-23T15:52:38.000Z 加拿大能源公司Pembina正在推进燃气驱动数据中心项目，为核电和可再生能源受限的地区提供替代方案。 https://slicast.com/ko/article/7q3qwx Slicast ko 2026-09-23T15:52:38.000Z 캐나다 에너지 기업 Pembina가 가스 화력 데이터 센터 프로젝트를 추진하고 있으며, 원자력과 재생에너지 프로젝트가 지연되는 상황에서 대안을 제공하고 있다. https://slicast.com/article/1f0s2jw Slicast en 2026-09-23T15:51:11.000Z AMD's new Epyc 'Venice' processor delivers 256 cores, 16 DDR5 channels, 5 GHz clocks, and CXL 3.1 memory expansion—a generational leap for data center compute. https://slicast.com/zh/article/1f0s2jw Slicast zh-cn 2026-09-23T15:51:11.000Z AMD新型Epyc 'Venice'处理器提供256核心、16条DDR5通道、5 GHz时钟速度及CXL 3.1内存扩展——数据中心计算的代际飞跃。 https://slicast.com/ko/article/1f0s2jw Slicast ko 2026-09-23T15:51:11.000Z AMD의 새로운 Epyc 'Venice' 프로세서는 256개 코어, 16개 DDR5 채널, 5 GHz 클록, CXL 3.1 메모리 확장을 제공하며 데이터센터 컴퓨팅을 위한 세대적 도약을 이룬다. https://slicast.com/article/1ji0wls Slicast en 2026-09-23T15:48:21.000Z Quantum computing firm IonQ will install its Superion 256 quantum computer at Nvidia's Accelerated Quantum Research Center in 2027. https://slicast.com/zh/article/1ji0wls Slicast zh-cn 2026-09-23T15:48:21.000Z 量子计算公司IonQ将在2027年于英伟达加速量子研究中心安装其Superion 256量子计算机。 https://slicast.com/ko/article/1ji0wls Slicast ko 2026-09-23T15:48:21.000Z 양자컴퓨팅 기업 IonQ는 2027년에 Nvidia의 Accelerated Quantum Research Center에 Superion 256 양자컴퓨터를 설치할 계획입니다. https://slicast.com/article/1nszum3 Slicast en 2026-09-23T15:47:05.000Z Supermicro has begun shipping Nvidia Vera Rubin NVL72 GPU server racks, Nvidia's newest compute platform for large-scale AI training and inference. https://slicast.com/zh/article/1nszum3 Slicast zh-cn 2026-09-23T15:47:05.000Z Supermicro已开始交付英伟达Vera Rubin NVL72 GPU服务器机柜，这是英伟达用于大规模人工智能训练和推理的最新计算平台。 https://slicast.com/ko/article/1nszum3 Slicast ko 2026-09-23T15:47:05.000Z Supermicro가 대규모 AI 학습과 추론을 위한 Nvidia의 최신 컴퓨팅 플랫폼 Nvidia Vera Rubin NVL72 GPU 서버 랙 출하를 시작했습니다. https://slicast.com/article/1ayhmtz Slicast en 2026-09-23T15:44:36.000Z Alibaba released the Zhenwu V900 accelerator to power its Qwen AI model family, marking Alibaba's expansion into custom silicon for in-house model training. https://slicast.com/zh/article/1ayhmtz Slicast zh-cn 2026-09-23T15:44:36.000Z 阿里巴巴发布Zhenwu V900加速器以支持其Qwen人工智能模型系列，标志阿里巴巴在定制芯片领域的扩展以支持内部模型训练。 https://slicast.com/ko/article/1ayhmtz Slicast ko 2026-09-23T15:44:36.000Z Alibaba는 자체 Qwen AI 모델 제품군을 지원하기 위해 Zhenwu V900 가속기를 출시했으며, 사내 모델 훈련용 맞춤형 실리콘으로의 진출을 나타낸다. https://slicast.com/article/15vamw2 Slicast en 2026-09-23T15:36:01.000Z Power systems manufacturer 2G Energy booked a 275 MW order for Energy Vault's thermal storage and power delivery systems supporting AI data center operations. https://slicast.com/zh/article/15vamw2 Slicast zh-cn 2026-09-23T15:36:01.000Z 电力系统制造商2G Energy为能源公司Energy Vault的热存储和电力交付系统订下275兆瓦订单，支持人工智能数据中心运营。 https://slicast.com/ko/article/15vamw2 Slicast ko 2026-09-23T15:36:01.000Z 전력 시스템 제조업체 2G Energy가 AI 데이터센터 운영을 지원하는 Energy Vault의 열 저장 및 전력 공급 시스템에 대해 275 MW 주문을 확보했다. https://slicast.com/article/mtx63f Slicast en 2026-09-23T15:35:00.000Z Maryland Governor Wes Moore signed an executive order establishing guardrails for data center siting and operations, addressing community concerns over water and energy use. https://slicast.com/zh/article/mtx63f Slicast zh-cn 2026-09-23T15:35:00.000Z 马里兰州州长Wes Moore签署行政命令，为数据中心选址和运营建立保护措施，解决社区对用水和能源使用的关切。 https://slicast.com/ko/article/mtx63f Slicast ko 2026-09-23T15:35:00.000Z 메릴랜드 주지사 Wes Moore가 데이터센터 입지 선정 및 운영에 관한 안내 기준을 정하는 행정명령에 서명했으며, 물과 에너지 사용에 대한 지역사회의 우려에 대응하고 있습니다. https://slicast.com/article/1w9gus6 Slicast en 2026-09-23T15:32:38.000Z California Governor Newsom signed a comprehensive seven-bill package targeting data center energy efficiency, water consumption, and community impact, tightening operational standards. https://slicast.com/zh/article/1w9gus6 Slicast zh-cn 2026-09-23T15:32:38.000Z 加州州长Newsom签署综合七法案包，针对数据中心能源效率、用水和社区影响，提升运营标准。 https://slicast.com/ko/article/1w9gus6 Slicast ko 2026-09-23T15:32:38.000Z California Governor Newsom이 data center 에너지 효율성, 물 소비, 지역사회 영향을 겨냥한 포괄적 7개 법안 패키지에 서명하고 운영 기준을 강화했다. https://slicast.com/article/1y260ug Slicast en 2026-09-23T15:27:53.000Z Analysis indicates 330 GW of data center capacity is currently planned across the US as AI demand surges, creating opportunities for battery and grid storage. https://slicast.com/zh/article/1y260ug Slicast zh-cn 2026-09-23T15:27:53.000Z 分析表明，随着人工智能需求激增，美国计划部署330吉瓦数据中心产能，为电池和电网存储创造机遇。 https://slicast.com/ko/article/1y260ug Slicast ko 2026-09-23T15:27:53.000Z 분석에 따르면 AI 수요 급증으로 미국 전역에서 330 GW의 데이터센터 용량이 현재 계획되고 있으며, 배터리 및 전력망 저장 분야에 기회를 창출하고 있다. https://slicast.com/article/1kyh84o Slicast en 2026-09-23T15:21:59.000Z Full-stack European AI cloud platform Verda closed a $189M funding round to scale compute, storage, and AI model services across Europe. https://slicast.com/zh/article/1kyh84o Slicast zh-cn 2026-09-23T15:21:59.000Z 全栈欧洲人工智能云平台提供商Verda完成1.89亿美元融资轮次，用于扩展欧洲范围内的计算、存储和人工智能模型服务。 https://slicast.com/ko/article/1kyh84o Slicast ko 2026-09-23T15:21:59.000Z 풀스택 유럽 AI 클라우드 플랫폼 Verda는 $189M 펀딩 라운드를 확보하여 유럽 전역의 컴퓨팅, 스토리지 및 AI 모델 서비스를 확대합니다. https://slicast.com/article/17hime1 Slicast en 2026-09-23T15:06:00.000Z Texas Governor Greg Abbott ordered the Texas Commission on Environmental Quality (TCEQ) to pause all permit issuance for data center projects, effective immediately. https://slicast.com/zh/article/17hime1 Slicast zh-cn 2026-09-23T15:06:00.000Z 德州州长Greg Abbott下令德州环保委员会（TCEQ）暂停所有新数据中心项目的许可证发放，立即生效。 https://slicast.com/ko/article/17hime1 Slicast ko 2026-09-23T15:06:00.000Z Greg Abbott 텍사스 주지사는 텍사스 환경품질위원회(TCEQ)에 데이터 센터 프로젝트에 대한 모든 허가 발급을 즉시 중단하도록 지시했다. https://slicast.com/article/hwhdrm Slicast en 2026-09-23T15:00:32.000Z Sakeena Fiza Helps NVIDIA Hardware Succeed at Scale https://slicast.com/zh/article/hwhdrm Slicast zh-cn 2026-09-23T15:00:32.000Z Sakeena Fiza帮助NVIDIA硬件大规模成功 https://slicast.com/article/1wddqtu Slicast en 2026-09-23T14:44:22.000Z Nvidia-backed AI cloud provider Nscale files for a US IPO but omits its largest customer, Bytedance, from the main prospectus. https://slicast.com/zh/article/1wddqtu Slicast zh-cn 2026-09-23T14:44:22.000Z 英伟达支持的AI云提供商Nscale正在申报美国IPO，但在主要招股说明书中隐瞒了其最大客户字节跳动。 https://slicast.com/ko/article/1wddqtu Slicast ko 2026-09-23T14:44:22.000Z Nvidia가 지원하는 AI 클라우드 제공업체 Nscale이 미국 IPO를 신청했지만 최대 고객인 Bytedance를 회사설명서에서 제외했다. https://slicast.com/article/rcji8n Slicast en 2026-09-23T14:39:37.000Z GE Vernova, Hitachi, SGE, and Samsung C&T sign a memorandum of understanding to develop small modular reactors (BWRX-300) for energy supply. https://slicast.com/zh/article/rcji8n Slicast zh-cn 2026-09-23T14:39:37.000Z GE Vernova、日立、SGE和三星C&T签署备忘录，共同开发小型模块式反应堆(BWRX-300)以供应能源。 https://slicast.com/ko/article/rcji8n Slicast ko 2026-09-23T14:39:37.000Z GE Vernova, Hitachi, SGE, Samsung C&T가 에너지 공급을 위한 소형 모듈식 원자로(BWRX-300) 개발 양해각서를 체결했다. https://slicast.com/article/16nqp26 Slicast en 2026-09-23T14:34:20.000Z Nvidia launches the DSX Ready Certification Program and qualifies Tesla and Vertiv as the first partners for AI Factories infrastructure. https://slicast.com/zh/article/16nqp26 Slicast zh-cn 2026-09-23T14:34:20.000Z 英伟达启动DSX Ready认证计划，特斯拉和Vertiv成为首批'AI工厂'基础设施合格伙伴。 https://slicast.com/ko/article/16nqp26 Slicast ko 2026-09-23T14:34:20.000Z Nvidia는 DSX Ready 인증 프로그램을 출시하고 Tesla와 Vertiv를 AI Factories 인프라의 최초 파트너로 선정했다. https://slicast.com/article/g5qgkd Slicast en 2026-09-23T14:30:49.000Z AMD has made gigawatt-scale power commitments aligned with a valuation that demands flawless execution. https://slicast.com/zh/article/g5qgkd Slicast zh-cn 2026-09-23T14:30:49.000Z AMD已承诺吉瓦级电力采购协议，与其万亿美元估值对完美执行的要求相符。 https://slicast.com/ko/article/g5qgkd Slicast ko 2026-09-23T14:30:49.000Z AMD는 완벽한 실행을 요구하는 밸류에이션에 맞춘 기가와트급 전력 공약을 체결했다. https://slicast.com/article/1vxg7bb Slicast en 2026-09-23T14:28:49.000Z The Federal Energy Regulatory Commission signals options to modernize PJM Interconnection's governance structure, adjusting filing-rights allocations. https://slicast.com/zh/article/1vxg7bb Slicast zh-cn 2026-09-23T14:28:49.000Z 美国联邦能源监管委员会公布方案现代化PJM互联系统治理，调整备案权分配。 https://slicast.com/ko/article/1vxg7bb Slicast ko 2026-09-23T14:28:49.000Z Federal Energy Regulatory Commission이 PJM Interconnection의 거버넌스 현대화 방안을 제시하며 파일링 권리 할당을 조정하고 있습니다. https://slicast.com/article/i07nxq Slicast en 2026-09-23T14:16:59.000Z Nscale's IPO tests investor appetite for an AI cloud provider reliant on Microsoft compute and Anthropic as a key customer. https://slicast.com/zh/article/i07nxq Slicast zh-cn 2026-09-23T14:16:59.000Z Nscale的IPO测试投资者对一个依赖微软计算和Anthropic作为关键客户的AI云提供商的兴趣。 https://slicast.com/ko/article/i07nxq Slicast ko 2026-09-23T14:16:59.000Z Nscale의 IPO는 Microsoft 컴퓨팅에 의존하고 Anthropic을 주요 고객으로 하는 AI 클라우드 제공업체에 대한 투자자 수요를 시험한다. https://slicast.com/article/qxdtby Slicast en 2026-09-23T14:08:02.000Z Thinking Machines Lab signs a $65 million inference deal with Crusoe, a GPU cloud and energy-efficient compute provider. https://slicast.com/zh/article/qxdtby Slicast zh-cn 2026-09-23T14:08:02.000Z Thinking Machines Lab与GPU云和能效计算提供商Crusoe签署6500万美元推理服务合同。 https://slicast.com/ko/article/qxdtby Slicast ko 2026-09-23T14:08:02.000Z Thinking Machines Lab이 GPU 클라우드 및 에너지 효율적인 컴퓨팅 제공자인 Crusoe와 $65 million 추론 거래를 체결합니다. https://slicast.com/article/np0tvj Slicast en 2026-09-23T14:05:41.000Z Amazon is acquiring data centers in Hong Kong from Grand Ming for approximately $312 million. https://slicast.com/zh/article/np0tvj Slicast zh-cn 2026-09-23T14:05:41.000Z 亚马逊以约3.12亿美元的价格从Grand Ming收购香港数据中心。 https://slicast.com/ko/article/np0tvj Slicast ko 2026-09-23T14:05:41.000Z Amazon이 Grand Ming으로부터 홍콩 데이터 센터를 약 $312 million에 인수합니다. https://slicast.com/article/1ess9ud Slicast en 2026-09-23T14:00:37.000Z Firmus is targeting an A$7 billion initial public offering on Australia's ASX, positioning it as the second-largest IPO ever on that exchange. https://slicast.com/zh/article/1ess9ud Slicast zh-cn 2026-09-23T14:00:37.000Z Firmus目标在澳大利亚证券交易所以70亿澳元进行IPO，成为该交易所历史上第二大IPO。 https://slicast.com/ko/article/1ess9ud Slicast ko 2026-09-23T14:00:37.000Z Firmus는 호주 ASX에서 A$70억 규모의 기업공개를 추진 중이며, 해당 거래소 사상 두 번째로 큰 IPO가 될 것입니다. https://slicast.com/article/zd0rmv Slicast en 2026-09-23T14:00:29.000Z Super Micro Computer has begun shipping Nvidia Vera Rubin NVL72 racks to customers. https://slicast.com/zh/article/zd0rmv Slicast zh-cn 2026-09-23T14:00:29.000Z 超微计算机(Super Micro)已开始向客户交付英伟达Vera Rubin NVL72机柜。 https://slicast.com/ko/article/zd0rmv Slicast ko 2026-09-23T14:00:29.000Z Super Micro Computer가 Nvidia Vera Rubin NVL72 랙의 출하를 시작했습니다. https://slicast.com/article/7b0r34 Slicast en 2026-09-23T13:52:23.000Z Basecamp Research, which trains AI models on genetic material and evolutionary data, secures $140 million in funding from investors including Nvidia and Anthropic's Anthology Fund. https://slicast.com/zh/article/7b0r34 Slicast zh-cn 2026-09-23T13:52:23.000Z 以遗传材料和进化数据训练AI模型的Basecamp Research获得包括英伟达和Anthropic的Anthology基金在内的投资者的1.4亿美元融资。 https://slicast.com/ko/article/7b0r34 Slicast ko 2026-09-23T13:52:23.000Z 유전자 물질과 진화 데이터로 AI 모델을 훈련하는 Basecamp Research가 Nvidia와 Anthropic의 Anthology Fund를 포함한 투자자들로부터 $140 million 펀딩을 확보했다. https://slicast.com/article/y0lb7h Slicast en 2026-09-23T13:51:17.000Z Nvidia releases Vera Rubin benchmarks, forecasts 8.8 million GPU shipments, and announces a CFO share sale. https://slicast.com/zh/article/y0lb7h Slicast zh-cn 2026-09-23T13:51:17.000Z 英伟达发布Vera Rubin基准测试、880万块GPU出货量预报，并公告首席财务官股票出售。 https://slicast.com/ko/article/y0lb7h Slicast ko 2026-09-23T13:51:17.000Z Nvidia가 Vera Rubin 벤치마크를 공개하고, 8.8 million GPU 출하량을 전망하며, CFO 주식 매각을 발표했다. https://slicast.com/article/tvsbey Slicast en 2026-09-23T13:45:55.000Z FERC rejects ComEd's cancellation of PowerHouse Hillwood's data center power contract despite the facility being backed by only a $1 letter of credit. https://slicast.com/zh/article/tvsbey Slicast zh-cn 2026-09-23T13:45:55.000Z 联邦能源监管委员会驳回ComEd对PowerHouse Hillwood数据中心电力合同的取消请求，尽管该设施仅以1美元的保函作为支持。 https://slicast.com/ko/article/tvsbey Slicast ko 2026-09-23T13:45:55.000Z FERC는 단 $1 신용장으로만 뒷받침되는 시설에도 불구하고 ComEd의 PowerHouse Hillwood 데이터 센터 전력 계약 취소를 거부했다. https://slicast.com/article/1irq3gg Slicast en 2026-09-23T13:37:11.000Z A reported gigawatt-scale lease involving Anthropic, Google, and Apollo structures major new AI infrastructure capacity on a shared basis. https://slicast.com/zh/article/1irq3gg Slicast zh-cn 2026-09-23T13:37:11.000Z 据报，Anthropic、Google和Apollo三方签署的吉瓦级租赁协议为大规模AI基础设施容量构建共享模式。 https://slicast.com/ko/article/1irq3gg Slicast ko 2026-09-23T13:37:11.000Z Anthropic, Google, Apollo가 관여한 기가와트급 임차 계약이 공동 기반의 주요 신규 AI 인프라 용량을 구축하는 것으로 보도되었습니다. https://slicast.com/article/1xfckpq Slicast en 2026-09-23T13:29:45.000Z UK councils are pushing for a pause on data center development amid significant environmental and energy concerns. https://slicast.com/zh/article/1xfckpq Slicast zh-cn 2026-09-23T13:29:45.000Z 英国地方议会推动暂停数据中心开发，理由包括重大环保和能源顾虑。 https://slicast.com/ko/article/1xfckpq Slicast ko 2026-09-23T13:29:45.000Z UK 지방의회들이 상당한 환경 및 에너지 우려로 데이터 센터 개발 중단을 촉구하고 있다. https://slicast.com/article/l79efg Slicast en 2026-09-23T13:22:27.000Z PowerCompute expanded AI compute capacity through new Antminer ASIC deployments, improving efficiency to extract more Bitcoin from the same electricity input. https://slicast.com/zh/article/l79efg Slicast zh-cn 2026-09-23T13:22:27.000Z PowerCompute通过新的Antminer ASIC部署扩展计算容量，提高效率从相同电力输入中获取更多比特币。 https://slicast.com/ko/article/l79efg Slicast ko 2026-09-23T13:22:27.000Z PowerCompute가 새로운 Antminer ASIC 배포를 통해 AI 컴퓨팅 용량을 확대하고, 동일한 전력 입력에서 더 많은 Bitcoin을 추출하도록 효율성을 개선했습니다. https://slicast.com/article/1jrer02 Slicast en 2026-09-23T13:21:59.000Z Supermicro introduced a blueprint for an eight-rack NVIDIA Vera Rubin system, detailing modular GPU infrastructure configuration for scale deployment. https://slicast.com/zh/article/1jrer02 Slicast zh-cn 2026-09-23T13:21:59.000Z 超微推出八机柜NVIDIA Vera Rubin系统蓝图，详细阐述规模部署的模块化GPU基础设施配置。 https://slicast.com/ko/article/1jrer02 Slicast ko 2026-09-23T13:21:59.000Z Supermicro가 대규모 배포를 위한 모듈식 GPU 인프라 구성을 상세히 설명하는 8랙 NVIDIA Vera Rubin 시스템의 청사진을 공개했습니다. https://slicast.com/article/yp5lq2 Slicast en 2026-09-23T13:14:03.000Z Neocloud IREN closed $14 billion in funding with Microsoft as a key backer, positioning itself as a major GPU-cloud competitor to hyperscalers. https://slicast.com/zh/article/yp5lq2 Slicast zh-cn 2026-09-23T13:14:03.000Z 新云平台IREN完成14亿美元融资，微软为主要支持者，定位为超大规模云平台的主要GPU云竞争者。 https://slicast.com/ko/article/yp5lq2 Slicast ko 2026-09-23T13:14:03.000Z Neocloud IREN은 Microsoft를 주요 투자자로 하여 $14 billion의 자금 조달을 완료했으며, 하이퍼스케일러에 대한 주요 GPU-cloud 경쟁자로 자리 잡았습니다. https://slicast.com/article/2g5kek Slicast en 2026-09-23T13:05:00.000Z Supermicro began shipping NVIDIA Vera Rubin NVL72 racks in configurations featuring 1,152 total accelerators across 16-rack blueprints, enabling large-scale training and inference. https://slicast.com/zh/article/2g5kek Slicast zh-cn 2026-09-23T13:05:00.000Z 超微开始交付NVIDIA Vera Rubin NVL72机柜，16机柜配置共1152个加速器，支持大规模训练和推理。 https://slicast.com/ko/article/2g5kek Slicast ko 2026-09-23T13:05:00.000Z Supermicro가 16-랙 블루프린트로 총 1,152개 가속기를 갖춘 NVIDIA Vera Rubin NVL72 랙 출하를 시작했으며, 대규모 학습 및 추론을 지원합니다. https://slicast.com/article/1ngq1ll Slicast en 2026-09-23T13:05:00.000Z Supermicro begins shipping NVIDIA Vera Rubin NVL72 GPU server racks, marking production availability of NVIDIA's latest high-density GPU platform for AI data centers. https://slicast.com/zh/article/1ngq1ll Slicast zh-cn 2026-09-23T13:05:00.000Z Supermicro 开始交付 NVIDIA Vera Rubin NVL72 GPU 服务器机架，标志 NVIDIA 最新高密度 GPU 平台面向 AI 数据中心的量产推出。 https://slicast.com/article/b8is4s Slicast en 2026-09-23T13:02:43.000Z Zeo Energy and Ewyze partnered to develop data-center microgrid capabilities, integrating distributed energy resources and storage for resilient power supply. https://slicast.com/zh/article/b8is4s Slicast zh-cn 2026-09-23T13:02:43.000Z Zeo Energy和Ewyze合作开发数据中心微电网能力，整合分布式能源资源和存储以提供韧性供电。 https://slicast.com/ko/article/b8is4s Slicast ko 2026-09-23T13:02:43.000Z Zeo Energy와 Ewyze가 분산 에너지 자원과 저장소를 통합하는 데이터센터 마이크로그리드 기능을 개발하여 탄력적인 전력 공급을 실현하기 위해 제휴했다. https://slicast.com/article/aygpx Slicast en 2026-09-23T12:58:42.000Z QTS Realty Trust arranged a $1 billion asset-backed securities (ABS) deal against its data-center portfolio to refinance existing infrastructure assets. https://slicast.com/zh/article/aygpx Slicast zh-cn 2026-09-23T12:58:42.000Z QTS Realty Trust发行10亿美元资产支持证券（ABS），以数据中心投资组合为抵押，重新融资现有基础设施资产。 https://slicast.com/ko/article/aygpx Slicast ko 2026-09-23T12:58:42.000Z QTS Realty Trust가 데이터센터 포트폴리오를 담보로 $1 billion 자산담보부채권(ABS) 거래를 체결해 기존 인프라 자산을 재융자했다. https://slicast.com/article/8jq8wf Slicast en 2026-09-23T12:58:39.000Z UBS initiated coverage of neocloud Applied Digital with a Buy rating and $38 price target, endorsing the company's inference and training infrastructure business. https://slicast.com/zh/article/8jq8wf Slicast zh-cn 2026-09-23T12:58:39.000Z 瑞银启动对新云平台Applied Digital的覆盖，给予买入评级和38美元目标价，支持该公司的推理和训练基础设施业务。 https://slicast.com/ko/article/8jq8wf Slicast ko 2026-09-23T12:58:39.000Z UBS가 neocloud Applied Digital에 매수 등급과 38달러 목표 주가를 정하며 분석을 시작했고, 해당 기업의 추론 및 학습 인프라 사업을 지지했다. https://slicast.com/article/kv4vj6 Slicast en 2026-09-23T12:46:44.000Z On-Premises AI Infrastructure company raised $85 million as banks accelerate deployments of private AI infrastructure within corporate data centers. https://slicast.com/zh/article/kv4vj6 Slicast zh-cn 2026-09-23T12:46:44.000Z On-Premises AI基础设施公司融资8500万美元，因银行加快在企业数据中心部署私有AI基础设施。 https://slicast.com/ko/article/kv4vj6 Slicast ko 2026-09-23T12:46:44.000Z 은행들이 기업 데이터센터 내 프라이빗 AI 인프라 배포를 가속화하면서 온프레미스 AI 인프라 기업이 $85 million을 조달했습니다. https://slicast.com/article/dvf8e6 Slicast en 2026-09-23T12:38:00.000Z Supercapacitor-based energy storage systems are deploying in data-center racks, aisles, and uninterruptible power supplies (UPS) to smooth grid demand and provide instantaneous backup. https://slicast.com/zh/article/dvf8e6 Slicast zh-cn 2026-09-23T12:38:00.000Z 超级电容器能量存储系统在数据中心机柜、走廊和不间断电源（UPS）中部署，以平衡电网需求并提供即时备份。 https://slicast.com/ko/article/dvf8e6 Slicast ko 2026-09-23T12:38:00.000Z 슈퍼커패시터 기반 에너지 저장 시스템이 데이터센터 랙, 통로 및 무중단 전원 공급 장치(UPS)에 배포되어 전력망 수요를 평탄화하고 즉각적인 백업을 제공합니다. https://slicast.com/article/t9k0q1 Slicast en 2026-09-23T12:35:00.000Z BlackRock published analysis rejecting AI infrastructure capex-bubble concerns and advocating 'Stars Surrounding the Moon' diversified investment strategy across the AI supply chain. https://slicast.com/zh/article/t9k0q1 Slicast zh-cn 2026-09-23T12:35:00.000Z 贝莱德发布分析否认AI基础设施资本支出泡沫忧虑，倡导围绕AI供应链的'众星拱月'多元投资策略。 https://slicast.com/ko/article/t9k0q1 Slicast ko 2026-09-23T12:35:00.000Z BlackRock은 AI 인프라 capex 버블 우려를 거부하고 AI 공급망 전역에 걸친 'Stars Surrounding the Moon' 분산 투자 전략을 옹호하는 분석을 발표했다. https://slicast.com/article/1pnauzc Slicast en 2026-09-23T12:30:58.000Z SK Hynix resolved a labor dispute and is ramping defense against ChangXin Memory (CXMT) DRAM expansion, competing on memory density and performance for AI accelerator supply. https://slicast.com/zh/article/1pnauzc Slicast zh-cn 2026-09-23T12:30:58.000Z SK海力士解决劳资纠纷，加强防守以应对长鑫存储（CXMT）的DRAM扩张，争夺AI加速器供应的内存密度和性能。 https://slicast.com/ko/article/1pnauzc Slicast ko 2026-09-23T12:30:58.000Z SK Hynix는 노동분쟁을 해결했으며 ChangXin Memory (CXMT)의 DRAM 확장에 대응하는 한편, AI 가속기 공급을 놓고 메모리 밀도와 성능으로 경쟁하고 있다. https://slicast.com/article/1m7h13u Slicast en 2026-09-23T12:30:32.000Z Grayscale rebranded its Bitcoin Miners ETF into an AI Compute Fund, reflecting the industry's structural pivot from cryptocurrency mining to AI workload infrastructure. https://slicast.com/zh/article/1m7h13u Slicast zh-cn 2026-09-23T12:30:32.000Z Grayscale将其比特币矿工ETF更名为AI计算基金，反映行业从加密货币挖矿向AI工作负载基础设施的结构性转向。 https://slicast.com/ko/article/1m7h13u Slicast ko 2026-09-23T12:30:32.000Z Grayscale이 Bitcoin Miners ETF를 AI Compute Fund로 변경했으며, 이는 업계의 암호화폐 채굴에서 AI 워크로드 인프라로의 구조적 전환을 반영한다. https://slicast.com/article/16g4h9o Slicast en 2026-09-23T12:29:07.000Z Stressed US electric grids are forcing data-center operators to adopt flexible demand-response strategies and on-site generation to avoid curtailment. https://slicast.com/zh/article/16g4h9o Slicast zh-cn 2026-09-23T12:29:07.000Z 压力下的美国电网迫使数据中心运营商采取灵活的需求响应策略和现场发电以避免限制。 https://slicast.com/ko/article/16g4h9o Slicast ko 2026-09-23T12:29:07.000Z 부하가 심한 미국 전력망이 데이터센터 운영자들에게 유연한 수요 대응 전략과 자체 발전을 채택하도록 강제하고 있습니다. https://slicast.com/article/xgg85r Slicast en 2026-09-23T12:25:04.000Z OpenAI and Anthropic are both seeking 20-30MW modular data-center deployments to expand inference footprint as user adoption accelerates. https://slicast.com/zh/article/xgg85r Slicast zh-cn 2026-09-23T12:25:04.000Z OpenAI和Anthropic均寻求20-30兆瓦模块化数据中心部署以扩展推理容量，因用户采用加速。 https://slicast.com/ko/article/xgg85r Slicast ko 2026-09-23T12:25:04.000Z OpenAI와 Anthropic은 사용자 채택 가속화에 따라 추론 능력 확대를 위해 20-30MW 모듈식 데이터센터 배포를 함께 추진 중입니다. https://slicast.com/article/hm940b Slicast en 2026-09-23T12:22:25.000Z Singapore-based startup Nexstrom raised $12 million for its platform to grow 12-inch single-crystal 2D semiconductor materials, targeting post-silicon device applications. https://slicast.com/zh/article/hm940b Slicast zh-cn 2026-09-23T12:22:25.000Z 新加坡初创公司Nexstrom融资1200万美元用于其12英寸单晶二维半导体材料生长平台，面向硅后器件应用。 https://slicast.com/ko/article/hm940b Slicast ko 2026-09-23T12:22:25.000Z 싱가포르 기반 스타트업 Nexstrom이 12인치 단결정 2D 반도체 소재 성장 플랫폼을 위해 1,200만 달러를 조달했으며, 포스트 실리콘 디바이스 애플리케이션을 겨냥합니다. https://slicast.com/article/ccydrh Slicast en 2026-09-23T12:19:00.000Z A construction lien was filed against xAI's Colossus data-center facility in Memphis, signaling potential payment disputes or contractor issues during project build-out. https://slicast.com/zh/article/ccydrh Slicast zh-cn 2026-09-23T12:19:00.000Z 针对xAI在孟菲斯的Colossus数据中心的施工留置权已提交，反映项目建设期间潜在的支付纠纷或承包商问题。 https://slicast.com/ko/article/ccydrh Slicast ko 2026-09-23T12:19:00.000Z xAI의 Memphis 소재 Colossus 데이터 센터 시설에 건설 선취특권이 등재되었으며, 이는 프로젝트 구축 기간 중 지급 분쟁 또는 계약업체 문제의 가능성을 시사한다. https://slicast.com/article/pu22iu Slicast en 2026-09-23T12:15:00.000Z vHive Expands Industry-Leading Digitization Platform into the Data Center Market https://slicast.com/zh/article/pu22iu Slicast zh-cn 2026-09-23T12:15:00.000Z vHive将业界领先数字化平台扩展到数据中心市场 https://slicast.com/article/lx3agx Slicast en 2026-09-23T12:00:43.000Z ByteDance gained access to over 2,000 NVIDIA B200 GPUs through UK-based data center firm Nscale with Norwegian operations, routing around direct US export controls. https://slicast.com/zh/article/lx3agx Slicast zh-cn 2026-09-23T12:00:43.000Z 字节跳动通过英国数据中心公司Nscale的挪威业务获得2000多个NVIDIA B200 GPU，绕过美国出口管制。 https://slicast.com/article/ocpf61 Slicast en 2026-09-23T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/ocpf61 Slicast zh-cn 2026-09-23T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/17nxza4 Slicast en 2026-09-23T11:50:00.000Z 3 E Network Advances European AI Data Center Project Through Nordic Subsidiary Aurora Core Technology Oy https://slicast.com/zh/article/17nxza4 Slicast zh-cn 2026-09-23T11:50:00.000Z 3 E Network通过北欧子公司Aurora Core Technology Oy推进欧洲AI数据中心项目 https://slicast.com/article/154rrsi Slicast en 2026-09-23T11:00:00.000Z Continued Growth in Data Center Cooling Business Drives 300 Open Roles https://slicast.com/zh/article/154rrsi Slicast zh-cn 2026-09-23T11:00:00.000Z 数据中心冷却业务持续增长推动300个职位空缺 https://slicast.com/article/1j82851 Slicast en 2026-09-23T11:00:00.000Z Meta announced Petal, the first transoceanic subsea cable offering petabit-scale raw bandwidth capacity across 4,300 miles between the USA and France. https://slicast.com/zh/article/1j82851 Slicast zh-cn 2026-09-23T11:00:00.000Z Meta 宣布推出 Petal 海底光缆，在美国至法国 4,300 英里间提供 petabit 级原始带宽容量。 https://slicast.com/article/17vr8dj Slicast en 2026-09-23T10:05:00.000Z Anthropic is negotiating a direct 1-gigawatt data center lease to build standalone infrastructure, bypassing cloud provider dependence for model deployment. https://slicast.com/zh/article/17vr8dj Slicast zh-cn 2026-09-23T10:05:00.000Z Anthropic正在协商直接租赁1吉瓦数据中心以建立独立基础设施，摆脱云提供商依赖。 https://slicast.com/article/dws07w Slicast en 2026-09-23T09:53:39.000Z Netherlands Data Center Portfolio Expands as Existing https://slicast.com/zh/article/dws07w Slicast zh-cn 2026-09-23T09:53:39.000Z 荷兰数据中心投资组合扩展 https://slicast.com/article/6461of Slicast en 2026-09-23T08:50:42.000Z US$4.56 Billion Singapore Data Center Construction Market https://slicast.com/zh/article/6461of Slicast zh-cn 2026-09-23T08:50:42.000Z 新加坡数据中心建设市场规模456亿美元 https://slicast.com/article/10oc7o8 Slicast en 2026-09-23T02:30:22.000Z At AI Day Singapore, NVIDIA and Partners Showcase AI Advancements Across Southeast Asia https://slicast.com/zh/article/10oc7o8 Slicast zh-cn 2026-09-23T02:30:22.000Z 新加坡AI日：NVIDIA和合作伙伴展示东南亚AI进展