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/xgg85r Slicast en 2026-09-23T12:25:04.000Z OpenAI and Anthropic are independently seeking 20-30MW data center deployments to expand inference capacity outside of major cloud providers. https://slicast.com/zh/article/xgg85r Slicast zh-cn 2026-09-23T12:25:04.000Z OpenAI 和 Anthropic 各自寻求 20-30MW 的数据中心部署，以在主流云服务商之外扩展推理容量。 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/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/commentary/iren-2026-09-22 Slicast en 2026-09-22T22:12:53.129Z IREN Stock News, September 2026: JPMorgan Double Upgrade and the Neocloud GPU Pricing Shift https://slicast.com/zh/commentary/iren-2026-09-22 Slicast zh-cn 2026-09-22T22:12:53.129Z IREN股票动态 2026年9月：摩根大通双档升级与neocloud定价权逆转 https://slicast.com/commentary/micron-2026-09-22 Slicast en 2026-09-22T22:02:26.185Z Micron vs SK Hynix: HBM4 race for Nvidia Rubin, September 2026 https://slicast.com/zh/commentary/micron-2026-09-22 Slicast zh-cn 2026-09-22T22:02:26.185Z 美光 vs SK海力士：争夺英伟达Rubin HBM4合同，2026年9月 https://slicast.com/commentary/cameco-2026-09-22 Slicast en 2026-09-22T21:56:12.889Z Cameco Laser Uranium Enrichment Offtake, September 2026 https://slicast.com/zh/commentary/cameco-2026-09-22 Slicast zh-cn 2026-09-22T21:56:12.889Z 凯米科签署激光铀浓缩承购协议，2026年9月 https://slicast.com/commentary/samsung-2026-09-22 Slicast en 2026-09-22T21:48:20.410Z Samsung AI Infrastructure, September 2026: HBM4 Race, Euclyd Bet, and a Nuclear Reactor for Google https://slicast.com/zh/commentary/samsung-2026-09-22 Slicast zh-cn 2026-09-22T21:48:20.410Z 三星AI基础设施布局，2026年9月：HBM4竞赛、Euclyd押注与田纳西核电项目 https://slicast.com/commentary/nvidia-2026-09-22 Slicast en 2026-09-22T21:40:37.799Z Nvidia vs Alibaba Zhenwu V900: Memory Claims and China's AI Chip Independence, September 2026 https://slicast.com/zh/commentary/nvidia-2026-09-22 Slicast zh-cn 2026-09-22T21:40:37.799Z 英伟达对阵阿里Zhenwu V900：内存性能声明与中国AI芯片独立进程，2026年9月 https://slicast.com/commentary/nscale-2026-09-22 Slicast en 2026-09-22T21:30:55.729Z Nscale IPO, September 2026: $103.4 Billion in Contracted AI Infrastructure Tests the Neocloud Model https://slicast.com/zh/commentary/nscale-2026-09-22 Slicast zh-cn 2026-09-22T21:30:55.729Z Nscale IPO，2026年9月：1034亿美元合约储备检验新云厂商商业逻辑 https://slicast.com/brief/2026-09-23 Slicast en 2026-09-22T21:19:15.088Z AI Infrastructure Briefing — 2026-09-23 https://slicast.com/zh/brief/2026-09-23 Slicast zh-cn 2026-09-22T21:19:15.088Z AI 基础设施早报 · 2026-09-23 https://slicast.com/ko/brief/2026-09-23 Slicast ko 2026-09-22T21:19:15.088Z AI 인프라 브리핑 · 2026-09-23 https://slicast.com/article/xti220 Slicast en 2026-09-22T21:10:00.000Z AI Data Center Power: Grid Limits Reshape Energy in 2026 https://slicast.com/zh/article/xti220 Slicast zh-cn 2026-09-22T21:10:00.000Z 美国数据中心用电三年翻近倍至42GW,电网审批周期成最大硬瓶颈 https://slicast.com/ko/article/xti220 Slicast ko 2026-09-22T21:10:00.000Z AI 데이터센터 전력: 전력망 한계가 2026년 에너지를 재편 https://slicast.com/article/nz8jpm Slicast en 2026-09-22T21:09:00.000Z $725B AI Capex 2026: Amazon, Google, Meta & Microsoft https://slicast.com/zh/article/nz8jpm Slicast zh-cn 2026-09-22T21:09:00.000Z 超大厂商2026年AI资本开支合计$7250亿,2027年预计破$1万亿 https://slicast.com/ko/article/nz8jpm Slicast ko 2026-09-22T21:09:00.000Z $725B AI 자본지출 2026: Amazon, Google, Meta & Microsoft https://slicast.com/article/1g9rfcy Slicast en 2026-09-22T21:08:00.000Z Nvidia-SK Hynix & Samsung-Broadcom Lock In $950B HBM Supply Agreements https://slicast.com/zh/article/1g9rfcy Slicast zh-cn 2026-09-22T21:08:00.000Z SK Hynix锁定NVIDIA Vera Rubin平台约70% HBM4份额,Samsung-Broadcom签$2000亿协议 https://slicast.com/ko/article/1g9rfcy Slicast ko 2026-09-22T21:08:00.000Z Nvidia-SK Hynix & Samsung-Broadcom, $950B HBM 공급 계약 체결 https://slicast.com/article/fcrovi Slicast en 2026-09-22T21:07:00.000Z Hut 8 Commercializes First Phase of 1 GW Beacon Point AI Data Center Campus https://slicast.com/zh/article/fcrovi Slicast zh-cn 2026-09-22T21:07:00.000Z Hut 8 Beacon Point 1GW园区9月28日开工建设,$98亿合同已锁定 https://slicast.com/ko/article/fcrovi Slicast ko 2026-09-22T21:07:00.000Z Hut 8, Beacon Point AI 데이터센터 캠퍼스 1단계 1 GW 상용화 https://slicast.com/article/me67cr Slicast en 2026-09-22T21:06:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-22T21:06:00.000Z OpenAI联手NVIDIA在俄亥俄州打造10GW算力巨兽:NVIDIA提供$1050亿担保 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-22T21:06:00.000Z Nvidia, OpenAI의 Ohio 데이터센터 자금조달에 $105억 지원 https://slicast.com/article/1fbuttg Slicast en 2026-09-22T21:05:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-09-22T21:05:00.000Z Nebius矛盾信号:10月1日上调H100租价17%,但Rothschild仍维持卖出 https://slicast.com/ko/article/1fbuttg Slicast ko 2026-09-22T21:05:00.000Z IREN 6% 상승, Nebius 10% 급등…GPU 렌탈료 상승; CoreWeave 하락 https://slicast.com/article/tjg6yd Slicast en 2026-09-22T21:03:00.000Z CoreWeave Vs. Nebius: One is Much More Exposed to The Looming Neocloud Threat https://slicast.com/zh/article/tjg6yd Slicast zh-cn 2026-09-22T21:03:00.000Z CoreWeave vs Nebius:谁站在neocloud挤压的震中? https://slicast.com/ko/article/tjg6yd Slicast ko 2026-09-22T21:03:00.000Z CoreWeave 대 Nebius: 하나는 다가오는 네오클라우드 위협에 훨씬 더 노출되어 있다 https://slicast.com/article/2sq611 Slicast en 2026-09-22T21:02:00.000Z DeepSeek, OpenAI and Anthropic to Brief UN Security Council on AI This Week https://slicast.com/zh/article/2sq611 Slicast zh-cn 2026-09-22T21:02:00.000Z 联合国安理会今日AI峰会:DeepSeek、OpenAI、Anthropic史上首次同台 https://slicast.com/ko/article/2sq611 Slicast ko 2026-09-22T21:02:00.000Z DeepSeek, OpenAI, Anthropic이 이번 주 UN 안보리에 AI 현황 보고 https://slicast.com/article/w9do9s Slicast en 2026-09-22T21:01:00.000Z Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices https://slicast.com/zh/article/w9do9s Slicast zh-cn 2026-09-22T21:01:00.000Z Rothschild Redburn双杀CoreWeave、Nebius:超大厂商自建威胁"正在迫近" https://slicast.com/ko/article/w9do9s Slicast ko 2026-09-22T21:01:00.000Z Rothschild Redburn, Nebius·CoreWeave를 매도 등급으로 강등—GPU 가격 하락 https://slicast.com/article/1vtxxf2 Slicast en 2026-09-22T20:48:19.000Z Alibaba has unveiled its Zhenwu V900 AI chip, developed domestically amid US export controls on advanced semiconductor technology to China. https://slicast.com/zh/article/1vtxxf2 Slicast zh-cn 2026-09-22T20:48:19.000Z 阿里巴巴推出国产Zhenwu V900 AI芯片，在美国对华先进半导体出口管制背景下实现本土化开发。 https://slicast.com/ko/article/1vtxxf2 Slicast ko 2026-09-22T20:48:19.000Z Alibaba는 미국의 중국 고급 반도체 수출 통제 속에서 자체 개발 Zhenwu V900 AI 칩을 공개했다. https://slicast.com/article/10y8e7l Slicast en 2026-09-22T20:44:27.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-22T20:44:27.000Z Parallel - AI智能体网络基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-22T20:44:27.000Z Parallel - AI 에이전트용 웹 인프라 https://slicast.com/article/ava6y4 Slicast en 2026-09-22T20:16:56.000Z European AI chip startup Euclyd has raised €200 million in funding to develop specialized AI silicon. https://slicast.com/zh/article/ava6y4 Slicast zh-cn 2026-09-22T20:16:56.000Z 欧洲AI芯片初创企业Euclyd完成2亿欧元融资，用于开发专用AI硅芯片。 https://slicast.com/ko/article/ava6y4 Slicast ko 2026-09-22T20:16:56.000Z 유럽 AI 칩 스타트업 Euclyd가 특화된 AI 반도체 개발을 위해 €200 million을 조달했다. https://slicast.com/article/auuuiy Slicast en 2026-09-22T19:52:11.000Z Internet2 and Cisco have deployed new AI PODs at the University of Nebraska–Lincoln and Sacramento State to expand shared compute capacity for research and education. https://slicast.com/zh/article/auuuiy Slicast zh-cn 2026-09-22T19:52:11.000Z Internet2与Cisco在内布拉斯加大学林肯分校和萨克拉门托州立大学部署新的AI POD，扩展用于研究和教育的共享计算能力。 https://slicast.com/ko/article/auuuiy Slicast ko 2026-09-22T19:52:11.000Z Internet2와 Cisco는 University of Nebraska–Lincoln과 Sacramento State에 새로운 AI POD를 배포하여 연구 및 교육을 위한 공유 컴퓨팅 용량을 확대했습니다. https://slicast.com/article/1nazr45 Slicast en 2026-09-22T19:46:31.000Z Coherent Corp. has launched PhotonLink, an integrated optics platform combining Coherent's optical components for AI infrastructure interconnect. https://slicast.com/zh/article/1nazr45 Slicast zh-cn 2026-09-22T19:46:31.000Z Coherent公司推出PhotonLink集成光学平台，整合其光学器件组合用于AI基础设施互连。 https://slicast.com/ko/article/1nazr45 Slicast ko 2026-09-22T19:46:31.000Z Coherent Corp.이 자사의 광학 부품을 결합한 AI 인프라 상호 연결용 통합 광학 플랫폼 PhotonLink를 출시했습니다. https://slicast.com/article/5v136o Slicast en 2026-09-22T19:43:48.000Z Grayscale has converted its Bitcoin Miners ETF into an AI Compute Fund with new GCPU ticker, reflecting miners' pivot toward GPU hosting and compute services. https://slicast.com/zh/article/5v136o Slicast zh-cn 2026-09-22T19:43:48.000Z Grayscale将其比特币矿工ETF转换为AI计算基金，新代码为GCPU，反映矿工向GPU托管和计算服务的转向。 https://slicast.com/ko/article/5v136o Slicast ko 2026-09-22T19:43:48.000Z 그레이스케일이 Bitcoin Miners ETF를 새로운 GCPU 티커의 AI Compute Fund로 전환했으며, 채굴 업체들의 GPU 호스팅 및 컴퓨팅 서비스로의 전환을 반영합니다. https://slicast.com/article/go9qgh Slicast en 2026-09-22T19:29:56.000Z An Australian state has mandated energy storage requirements for new data center deployments, raising operational and capital barriers to new capacity expansion. https://slicast.com/zh/article/go9qgh Slicast zh-cn 2026-09-22T19:29:56.000Z 澳大利亚某州对新建数据中心部署强制储能要求，提高了新增容量的运营和资本成本门槛。 https://slicast.com/ko/article/go9qgh Slicast ko 2026-09-22T19:29:56.000Z 호주의 한 주가 신규 데이터센터 구축에 에너지 저장을 의무화했으며, 이는 신규 용량 확대에 대한 운영 및 자본 장벽을 높이고 있다. https://slicast.com/article/147equv Slicast en 2026-09-22T19:02:00.000Z Marathon Digital (MARA) stock has surged as Wall Street reprices the company's pivot from cryptocurrency mining toward AI compute hosting. https://slicast.com/zh/article/147equv Slicast zh-cn 2026-09-22T19:02:00.000Z Marathon Digital (MARA)股价上涨，华尔街调整其从加密货币挖矿向AI计算托管转向的估值。 https://slicast.com/ko/article/147equv Slicast ko 2026-09-22T19:02:00.000Z Marathon Digital (MARA) 주가가 Wall Street의 재평가에 따라 급등했으며, 암호화폐 채굴에서 AI 컴퓨팅 호스팅으로의 사업 전환이 반영된 것입니다. https://slicast.com/article/10xa1ln Slicast en 2026-09-22T18:43:10.000Z Reserve Bank of Australia analysis shows AI data center funding has surged to a record $35 billion in 2026, setting an annual peak for infrastructure investment. https://slicast.com/zh/article/10xa1ln Slicast zh-cn 2026-09-22T18:43:10.000Z 澳大利亚储备银行分析显示AI数据中心融资已飙升至2026年创纪录的350亿美元，创基础设施投资年度新高。 https://slicast.com/ko/article/10xa1ln Slicast ko 2026-09-22T18:43:10.000Z Reserve Bank of Australia 분석에 따르면 AI 데이터 센터 자금 조달이 2026년 기록적인 $35 billion으로 급증해 인프라 투자의 연간 최고치를 경신했습니다. https://slicast.com/article/1m079n7 Slicast en 2026-09-22T18:31:00.000Z UBS has sharply raised its forecast for TSMC CoWoS advanced package capacity, projecting 2027 demand will nearly double from 2026 levels. https://slicast.com/zh/article/1m079n7 Slicast zh-cn 2026-09-22T18:31:00.000Z 瑞银大幅上调对台积电CoWoS先进封装产能的预测，预计2027年需求将较2026年增长近一倍。 https://slicast.com/ko/article/1m079n7 Slicast ko 2026-09-22T18:31:00.000Z UBS가 TSMC CoWoS 고급 패키징 용량 수요 전망을 크게 상향 조정했으며, 2027년 수요가 2026년 수준에서 거의 2배가 될 것으로 예측했다. https://slicast.com/article/1ndypnr Slicast en 2026-09-22T18:11:03.000Z Nscale's IPO filing reveals $103.4 billion in active and contracted AI infrastructure agreements, providing visibility into committed customer demand. https://slicast.com/zh/article/1ndypnr Slicast zh-cn 2026-09-22T18:11:03.000Z Nscale的IPO申报披露了1034亿美元活跃和已签约AI基础设施协议，提供了对已承诺客户需求的可见性。 https://slicast.com/ko/article/1ndypnr Slicast ko 2026-09-22T18:11:03.000Z Nscale의 기업공개 신청서는 활성 및 계약된 인공지능 인프라 계약에서 $103.4 billion을 드러내며, 확약된 고객 수요에 대한 가시성을 제공합니다. https://slicast.com/article/1n0umk3 Slicast en 2026-09-22T17:48:08.000Z US President Trump and Chinese President Xi are scheduled to discuss AI risks and competition at an upcoming bilateral summit, signaling potential policy shifts in chips and data sovereignty. https://slicast.com/zh/article/1n0umk3 Slicast zh-cn 2026-09-22T17:48:08.000Z 美国总统特朗普与中国主席习近平计划在即将召开的双边峰会上讨论AI风险和竞争，表明芯片和数据主权政策可能调整。 https://slicast.com/ko/article/1n0umk3 Slicast ko 2026-09-22T17:48:08.000Z US President Trump과 Chinese President Xi가 예정된 양국 정상회담에서 AI 위험과 경쟁을 논의할 예정이며, 칩 및 데이터 주권 관련 정책 변화를 시사하고 있다. https://slicast.com/article/343kij Slicast en 2026-09-22T17:20:51.000Z European semiconductor company SiPearl is reviving CPU development initiatives for HPC and AI, led by former STMicroelectronics engineer Philippe Notton. https://slicast.com/zh/article/343kij Slicast zh-cn 2026-09-22T17:20:51.000Z 欧洲半导体公司SiPearl在STMicroelectronics前工程师Philippe Notton的领导下复兴CPU开发计划，针对高性能计算和AI应用。 https://slicast.com/ko/article/343kij Slicast ko 2026-09-22T17:20:51.000Z 유럽 반도체 기업 SiPearl이 전직 STMicroelectronics 엔지니어 Philippe Notton이 주도하는 HPC 및 AI용 CPU 개발 이니셔티브를 재개하고 있다. https://slicast.com/article/wdysux Slicast en 2026-09-22T17:20:24.000Z Nutanix acquires Ryax Technologies to enhance AI infrastructure optimization capabilities for agentic AI workloads. https://slicast.com/zh/article/wdysux Slicast zh-cn 2026-09-22T17:20:24.000Z Nutanix收购AI基础设施软件公司Ryax Technologies，以增强其AI基础设施优化能力，特别是针对智能体AI工作负载。 https://slicast.com/ko/article/wdysux Slicast ko 2026-09-22T17:20:24.000Z Nutanix가 Ryax Technologies를 인수하여 에이전트 AI 워크로드를 위한 AI 인프라 최적화 역량을 강화합니다. https://slicast.com/article/1yk5wnt Slicast en 2026-09-22T17:20:00.000Z Senior US Senate Democrats argue that Trump administration export control policies are failing to effectively block China's access to advanced American AI chips. https://slicast.com/zh/article/1yk5wnt Slicast zh-cn 2026-09-22T17:20:00.000Z 美国民主党参议员表示，特朗普政府的出口管制政策未能有效阻止中国获取美国先进AI芯片。 https://slicast.com/ko/article/1yk5wnt Slicast ko 2026-09-22T17:20:00.000Z 미국 상원 고위 민주당 의원들은 Trump 행정부의 수출 통제 정책이 중국의 첨단 AI 칩 접근을 효과적으로 차단하지 못하고 있다고 주장한다. https://slicast.com/article/e5evew Slicast en 2026-09-22T17:00:42.000Z AI infrastructure firm Accelevation targets a $5.4 billion valuation in a US IPO. https://slicast.com/zh/article/e5evew Slicast zh-cn 2026-09-22T17:00:42.000Z AI基础设施公司Accelevation在美国IPO中目标估值达54亿美元。 https://slicast.com/ko/article/e5evew Slicast ko 2026-09-22T17:00:42.000Z AI 인프라 회사 Accelevation이 미국 IPO에서 $5.4 billion 밸류에이션을 목표로 한다. https://slicast.com/article/yxl9y7 Slicast en 2026-09-22T16:37:49.000Z Chinese chipmaker CXMT claims its DRAM products now match the performance of leading-edge process nodes. https://slicast.com/zh/article/yxl9y7 Slicast zh-cn 2026-09-22T16:37:49.000Z 中国芯片制造商CXMT宣称其DRAM产品性能已与先进工艺节点相当。 https://slicast.com/ko/article/yxl9y7 Slicast ko 2026-09-22T16:37:49.000Z 중국 반도체 제조사 CXMT는 자사의 DRAM 제품이 최첨단 공정 노드의 성능에 맞먹는다고 주장한다. https://slicast.com/article/jvpo44 Slicast en 2026-09-22T16:33:27.000Z Indonesian data center operator BDx breaks ground on AI Campus 2 in Jatiluhur with a first 120MW facility scheduled for early 2027 completion. https://slicast.com/zh/article/jvpo44 Slicast zh-cn 2026-09-22T16:33:27.000Z 印尼数据中心运营商BDx在Jatiluhur地区破土动工建设AI Campus 2，首座120MW设施预计2027年初投运。 https://slicast.com/ko/article/jvpo44 Slicast ko 2026-09-22T16:33:27.000Z 인도네시아 데이터센터 운영업체 BDx, Jatiluhur AI Campus 2 착공...120MW 규모, 2027년 초 완공 https://slicast.com/article/syjeq0 Slicast en 2026-09-22T16:32:55.000Z Chinese memory chipmakers CXMT and YMTC compete across DRAM and NAND markets as YMTC enters DRAM territory and CXMT expands NAND production. https://slicast.com/zh/article/syjeq0 Slicast zh-cn 2026-09-22T16:32:55.000Z 中国内存芯片制造商CXMT和长江存储(YMTC)跨越DRAM和NAND市场竞争加剧，长江存储进入DRAM领域，CXMT拓展NAND生产。 https://slicast.com/ko/article/syjeq0 Slicast ko 2026-09-22T16:32:55.000Z 중국 메모리 반도체 제조업체 CXMT와 YMTC가 DRAM과 NAND 시장에서 경쟁하고 있으며, YMTC는 DRAM 분야에 진출하고 CXMT는 NAND 생산을 확대 중이다. https://slicast.com/article/ox1hyh Slicast en 2026-09-22T16:28:56.000Z TSMC builds an Advanced Packaging Validation Hub in Kaohsiung to expand CoWoS advanced packaging capacity for AI accelerators. https://slicast.com/zh/article/ox1hyh Slicast zh-cn 2026-09-22T16:28:56.000Z 台积电在高雄建设先进封装验证中心，以扩大CoWoS先进封装产能，支撑AI加速器芯片的交付。 https://slicast.com/ko/article/ox1hyh Slicast ko 2026-09-22T16:28:56.000Z TSMC가 까오숭에 첨단 패키징 검증 허브를 구축해 AI 가속기용 CoWoS 첨단 패키징 용량을 확대한다. https://slicast.com/article/1e06rj0 Slicast en 2026-09-22T16:22:00.000Z C&D Technologies Wins Stratus Award for AI Data Center Infrastructure https://slicast.com/zh/article/1e06rj0 Slicast zh-cn 2026-09-22T16:22:00.000Z C&D Technologies荣获Stratus奖，AI数据中心基础设施 https://slicast.com/article/hfgfkk Slicast en 2026-09-22T16:13:36.000Z EU introduces new efficiency labels targeting AI data center power and water consumption to standardize sustainability reporting. https://slicast.com/zh/article/hfgfkk Slicast zh-cn 2026-09-22T16:13:36.000Z 欧盟推出新的效率标签标准，针对AI数据中心的功耗和用水等关键指标进行规范化报告。 https://slicast.com/ko/article/hfgfkk Slicast ko 2026-09-22T16:13:36.000Z EU가 AI 데이터 센터의 전력 및 물 소비를 겨냥한 새로운 효율성 라벨을 도입하여 지속가능성 보고를 표준화한다. https://slicast.com/article/1eldsjo Slicast en 2026-09-22T16:13:00.000Z Big Tech companies hit new milestones in asset-backed securitization (ABS) financing to fund AI infrastructure capex expansion. https://slicast.com/zh/article/1eldsjo Slicast zh-cn 2026-09-22T16:13:00.000Z 科技巨头通过资产支持证券化(ABS)融资创造历史新高，用于支撑AI基础设施资本开支扩张。 https://slicast.com/ko/article/1eldsjo Slicast ko 2026-09-22T16:13:00.000Z 빅테크 기업들이 AI 인프라 자본지출 확대를 위한 자산담보부채권(ABS) 금융에서 새로운 이정표를 달성했다. https://slicast.com/article/j1p5t5 Slicast en 2026-09-22T16:00:00.000Z Alibaba unveils Zhenwu V900 AI chip with more on-package memory than NVIDIA H200, and plans to deploy 20GW of compute by 2032 while developing 4-10 trillion parameter Qwen models. https://slicast.com/zh/article/j1p5t5 Slicast zh-cn 2026-09-22T16:00:00.000Z 阿里巴巴发布Zhenwu V900 AI芯片，单芯片内存容量超过英伟达H200，计划到2032年部署20GW计算能力，同时开发4-10万亿参数的通义千问大模型。 https://slicast.com/ko/article/j1p5t5 Slicast ko 2026-09-22T16:00:00.000Z 알리바바가 NVIDIA H200보다 더 많은 온패키지 메모리를 갖춘 Zhenwu V900 AI 칩을 발표하고, 2032년까지 20GW의 컴퓨팅을 배포할 계획이며 4-10조 파라미터 Qwen 모델을 개발 중이다. https://slicast.com/article/1k4gbts Slicast en 2026-09-22T16:00:00.000Z European neocloud provider Verda raises $189 million to build AI infrastructure competing with US hyperscalers and dedicated neoclouds. https://slicast.com/zh/article/1k4gbts Slicast zh-cn 2026-09-22T16:00:00.000Z 欧洲云计算公司Verda完成1.89亿美元融资，用于构建与美国超大规模厂商和专业云计算服务商竞争的AI基础设施。 https://slicast.com/ko/article/1k4gbts Slicast ko 2026-09-22T16:00:00.000Z 유럽 네오클라우드 제공업체 Verda가 US 하이퍼스케일러 및 전용 네오클라우드와 경쟁할 AI 인프라 구축을 위해 $189 million을 모금했다. https://slicast.com/article/1cjrp7r Slicast en 2026-09-22T15:50:39.000Z Micron faces competitive pressure from CXMT's mass production ramp and YMTC's entry into DRAM while Taiwan labor dynamics add supply-chain complexity. https://slicast.com/zh/article/1cjrp7r Slicast zh-cn 2026-09-22T15:50:39.000Z 美光面临来自CXMT批量生产爬坡和长江存储进入DRAM市场的竞争压力，同时台湾劳动力动态增加了供应链的复杂性。 https://slicast.com/ko/article/1cjrp7r Slicast ko 2026-09-22T15:50:39.000Z Micron은 CXMT의 대량 생산 확대와 YMTC의 DRAM 진입으로 인한 경쟁 압력에 직면하고 있으며, Taiwan의 노동 역학이 공급망 복잡성을 가중시키고 있다. https://slicast.com/article/1xrwrm5 Slicast en 2026-09-22T15:30:00.000Z EU legislators propose changing GDPR rules to accommodate AI; privacy advocacy group Schrems campaign threatens legal challenge. https://slicast.com/zh/article/1xrwrm5 Slicast zh-cn 2026-09-22T15:30:00.000Z 欧盟立法者提议修改GDPR规则以适应AI；隐私倡导组织Schrems运动威胁发起法律诉讼。 https://slicast.com/ko/article/1xrwrm5 Slicast ko 2026-09-22T15:30:00.000Z EU 입법자들, AI 수용 위해 GDPR 규칙 변경 제안; 개인정보 보호 옹호 단체 Schrems 캠페인, 법적 도전 위협 https://slicast.com/article/1axbky1 Slicast en 2026-09-22T15:12:17.000Z Intel stock rallies 25% in five days as CPU demand accelerates alongside growing adoption of AI agents in enterprise. https://slicast.com/zh/article/1axbky1 Slicast zh-cn 2026-09-22T15:12:17.000Z 英特尔股票在五天内上涨25%，因为企业AI智能体采用加速导致CPU需求激增。 https://slicast.com/ko/article/1axbky1 Slicast ko 2026-09-22T15:12:17.000Z Intel 주가가 5일 만에 25% 급등하며, 기업용 AI 에이전트 도입 확대에 따라 CPU 수요가 가속화하고 있습니다. https://slicast.com/article/xq9w0q Slicast en 2026-09-22T15:07:39.000Z Philippines Data Center Colocation Market Outlook 2026-2031 https://slicast.com/zh/article/xq9w0q Slicast zh-cn 2026-09-22T15:07:39.000Z 菲律宾数据中心托管市场前景2026-2031 https://slicast.com/article/3hj1v3 Slicast en 2026-09-22T15:05:44.000Z 2026 U.S. Data Center Portfolio Expands as AI, Cloud Demand and Upcoming Capacity Fuel Investment Opportunities https://slicast.com/zh/article/3hj1v3 Slicast zh-cn 2026-09-22T15:05:44.000Z 2026年美国数据中心组合因AI、云需求和新增容量扩展投资机会 https://slicast.com/article/1mmlxxs Slicast en 2026-09-22T15:05:19.000Z Alibaba unveils Zhenwu V900, positioned as China's most powerful AI chip, amid rising US-China tension over AI technology export controls. https://slicast.com/zh/article/1mmlxxs Slicast zh-cn 2026-09-22T15:05:19.000Z 阿里巴巴推出Zhenwu V900，定位为中国最强大的AI芯片，背景是美中AI技术出口管制紧张升级。 https://slicast.com/ko/article/1mmlxxs Slicast ko 2026-09-22T15:05:19.000Z Alibaba가 중국의 가장 강력한 AI 칩으로 평가받는 Zhenwu V900를 공개했습니다. AI 기술 수출 통제를 둘러싼 미중 긴장이 고조되는 가운데 이루어진 발표입니다. https://slicast.com/article/14g098w Slicast en 2026-09-22T15:01:42.000Z Broadcom stock could climb 35% higher on analyst bullish thesis, powered by surging AI data center networking demand for custom silicon and switching. https://slicast.com/zh/article/14g098w Slicast zh-cn 2026-09-22T15:01:42.000Z Broadcom股票可能再上升35%，因为分析师看好AI数据中心网络需求带来的定制硅芯片和交换机销售激增。 https://slicast.com/ko/article/14g098w Slicast ko 2026-09-22T15:01:42.000Z Broadcom 주식이 커스텀 실리콘 및 스위칭에 대한 AI 데이터센터 네트워킹 수요 급증에 힘입어 분석가 강세론에 따라 35% 상승할 수 있다. https://slicast.com/article/1yk9e5a Slicast en 2026-09-22T15:00:58.000Z NVIDIA launches DSX Ready qualification program to certify data center power and cooling hardware for AI-era infrastructure. https://slicast.com/zh/article/1yk9e5a Slicast zh-cn 2026-09-22T15:00:58.000Z NVIDIA推出DSX Ready认证项目，用于认证AI时代数据中心的电源和冷却硬件。 https://slicast.com/ko/article/1yk9e5a Slicast ko 2026-09-22T15:00:58.000Z NVIDIA가 AI 시대 인프라용 데이터센터 전력·냉각 하드웨어 인증을 위한 DSX Ready 프로그램을 출시합니다. https://slicast.com/article/154d7ag Slicast en 2026-09-22T14:54:52.000Z Alibaba strengthens AI position by unveiling new chips and models, signaling intent to compete in global AI infrastructure market. https://slicast.com/zh/article/154d7ag Slicast zh-cn 2026-09-22T14:54:52.000Z 阿里巴巴推出新芯片和模型强化AI地位，表明在全球AI基础设施市场竞争的意图。 https://slicast.com/ko/article/154d7ag Slicast ko 2026-09-22T14:54:52.000Z Alibaba가 새로운 칩과 모델을 선보이며 AI 분야 입지를 강화하고, 글로벌 AI 인프라 시장에서의 경쟁 진출 의지를 드러내고 있습니다. https://slicast.com/article/rmgyyq Slicast en 2026-09-22T14:53:40.000Z California regulators pass bills requiring data centers to pay for grid infrastructure upgrades and bear a larger share of system costs. https://slicast.com/zh/article/rmgyyq Slicast zh-cn 2026-09-22T14:53:40.000Z 加州监管机构通过法案，要求数据中心为电网基础设施升级付费并承担更多系统成本。 https://slicast.com/ko/article/rmgyyq Slicast ko 2026-09-22T14:53:40.000Z 캘리포니아 규제 당국이 데이터센터의 전력망 인프라 업그레이드 비용 부담 및 시스템 비용 확대를 요구하는 법안을 통과시켰다. https://slicast.com/article/1k1acql Slicast en 2026-09-22T14:40:38.000Z Commentary argues AI infrastructure buildout (specifically OpenAI's Stargate initiative) requires continued aggressive data center construction. https://slicast.com/zh/article/1k1acql Slicast zh-cn 2026-09-22T14:40:38.000Z 评论文章主张AI基础设施建设（特别是OpenAI的Stargate项目）需要持续积极的数据中心建设。 https://slicast.com/ko/article/1k1acql Slicast ko 2026-09-22T14:40:38.000Z 해설은 AI 인프라 구축(특히 OpenAI의 Stargate 이니셔티브)이 지속적이고 적극적인 데이터센터 건설을 필요로 한다고 주장한다. https://slicast.com/article/1vy7z0h Slicast en 2026-09-22T14:37:04.000Z SiPearl delivers first samples of Rhea1 European CPU to Bull for the JUPITER sovereign supercomputer, advancing EU semiconductor autonomy in HPC and AI. https://slicast.com/zh/article/1vy7z0h Slicast zh-cn 2026-09-22T14:37:04.000Z SiPearl向Bull交付Rhea1欧洲CPU首批样品用于JUPITER主权超级计算机，推进欧盟在HPC和AI中的芯片自主权。 https://slicast.com/ko/article/1vy7z0h Slicast ko 2026-09-22T14:37:04.000Z SiPearl이 JUPITER 주권 슈퍼컴퓨터용 Rhea1 유럽 CPU의 첫 샘플을 Bull에 납품하며, HPC와 AI에서 EU 반도체 자율성을 강화하고 있습니다. https://slicast.com/article/1036blt Slicast en 2026-09-22T14:36:44.000Z Nutanix acquires Ryax Technologies to integrate GPU management and orchestration across enterprise AI platforms, addressing GPU bottleneck constraints in agentic AI workloads. https://slicast.com/zh/article/1036blt Slicast zh-cn 2026-09-22T14:36:44.000Z Nutanix收购Ryax Technologies，在企业AI平台集成GPU管理和编排，解决AI智能体工作负载的GPU瓶颈。 https://slicast.com/ko/article/1036blt Slicast ko 2026-09-22T14:36:44.000Z Nutanix가 Ryax Technologies를 인수하여 엔터프라이즈 AI 플랫폼 전반에 걸쳐 GPU 관리 및 오케스트레이션을 통합하고, 에이전트형 AI 워크로드의 GPU 병목 제약을 해결합니다. https://slicast.com/article/14ecgnf Slicast en 2026-09-22T14:35:07.000Z China tightens export reviews on indium ingots, a critical semiconductor material, as global buyers seek alternative sources amid supply uncertainty. https://slicast.com/zh/article/14ecgnf Slicast zh-cn 2026-09-22T14:35:07.000Z 中国收紧对铟锭（关键半导体材料）的出口审查，全球买家因供应不确定而寻求替代来源。 https://slicast.com/ko/article/14ecgnf Slicast ko 2026-09-22T14:35:07.000Z 중국이 공급 불확실성 속 글로벌 구매자들이 대체 공급원을 모색하는 가운데 반도체의 핵심 소재인 인듐 주괴에 대한 수출 검토를 강화하고 있다. https://slicast.com/article/l8o6uq Slicast en 2026-09-22T14:21:34.000Z QTS data centers secure Fitch expected ratings for asset-backed securities (ABS II notes) refinancing in 2026. https://slicast.com/zh/article/l8o6uq Slicast zh-cn 2026-09-22T14:21:34.000Z QTS数据中心获得资产支持证券(ABS II)再融资的惠誉预期评级。 https://slicast.com/ko/article/l8o6uq Slicast ko 2026-09-22T14:21:34.000Z QTS data centers가 2026년 자산담보부채권(ABS II notes) 재융자를 위해 Fitch 예상 등급을 확보했다. https://slicast.com/article/q5ym49 Slicast en 2026-09-22T14:16:42.000Z Australian government signals data centers will not force families to bear the cost of grid infrastructure expansion required to serve AI datacenter growth. https://slicast.com/zh/article/q5ym49 Slicast zh-cn 2026-09-22T14:16:42.000Z 澳大利亚政府表示数据中心不会强制家庭承担为AI数据中心增长所需的电网基础设施扩展成本。 https://slicast.com/ko/article/q5ym49 Slicast ko 2026-09-22T14:16:42.000Z 호주 정부는 AI 데이터 센터 성장을 지원하기 위한 전력망 인프라 확장 비용을 가정에 강요하지 않을 것이라고 밝혔다. https://slicast.com/article/1npzkms Slicast en 2026-09-22T14:01:00.000Z Modular Data Center Market worth $93.6 billion by 2031 - Report by MarketsandMarkets™ https://slicast.com/zh/article/1npzkms Slicast zh-cn 2026-09-22T14:01:00.000Z 模块化数据中心市场到2031年将达$93.6B - MarketsandMarkets™报告 https://slicast.com/article/1j6ja2t Slicast en 2026-09-22T14:00:34.000Z China's CXMT begins G5 DRAM production and targets NAND flash to rival Samsung. https://slicast.com/zh/article/1j6ja2t Slicast zh-cn 2026-09-22T14:00:34.000Z 中国CXMT启动G5 DRAM生产，并瞄准进入NAND闪存领域与三星竞争。 https://slicast.com/ko/article/1j6ja2t Slicast ko 2026-09-22T14:00:34.000Z 중국의 CXMT가 G5 DRAM 생산을 시작하고 NAND 플래시로 Samsung을 겨냥한다. https://slicast.com/article/117u4k6 Slicast en 2026-09-22T13:59:39.000Z Green Datacenter Development is advancing plans for a 200MW data center campus in Schladen-Werla, Germany. https://slicast.com/zh/article/117u4k6 Slicast zh-cn 2026-09-22T13:59:39.000Z Green Datacenter Development推进德国施拉登-维尔拉200MW数据中心园区项目。 https://slicast.com/ko/article/117u4k6 Slicast ko 2026-09-22T13:59:39.000Z Green Datacenter Development가 독일 Schladen-Werla에 200MW 데이터센터 캠퍼스 개발 계획을 진행 중입니다. https://slicast.com/article/aeo3fe Slicast en 2026-09-22T13:58:35.000Z Cloud services firm Polcom is building its second 40MW data center facility in Skawina, Poland. https://slicast.com/zh/article/aeo3fe Slicast zh-cn 2026-09-22T13:58:35.000Z 云服务公司Polcom在波兰斯卡维纳建设其第二座40MW数据中心。 https://slicast.com/ko/article/aeo3fe Slicast ko 2026-09-22T13:58:35.000Z 클라우드 서비스 기업 Polcom이 폴란드 스카위나에 두 번째 40MW 데이터센터 시설을 건설 중이다. https://slicast.com/article/6da4qn Slicast en 2026-09-22T13:50:09.000Z Huawei upgrades its Stellar AI Fabric interconnect solution for efficient AI computing production networks, announced at HUAWEI CONNECT 2026. https://slicast.com/zh/article/6da4qn Slicast zh-cn 2026-09-22T13:50:09.000Z 华为升级Stellar AI Fabric互联解决方案以实现高效AI计算生产网络，在HUAWEI CONNECT 2026发布。 https://slicast.com/ko/article/6da4qn Slicast ko 2026-09-22T13:50:09.000Z 화웨이가 HUAWEI CONNECT 2026에서 효율적인 AI 컴퓨팅 프로덕션 네트워크를 위한 Stellar AI Fabric 인터커넥트 솔루션 업그레이드를 발표했다. https://slicast.com/article/1azl9vg Slicast en 2026-09-22T13:46:36.000Z Texas Governor Abbott directs TCEQ to pause all data center environmental permits pending comprehensive state grid and water capacity audits. https://slicast.com/zh/article/1azl9vg Slicast zh-cn 2026-09-22T13:46:36.000Z 德州州长阿博特指示TCEQ暂停所有数据中心环保许可证，待进行全面的州电网和水容量审计。 https://slicast.com/article/1fcjl5 Slicast en 2026-09-22T13:43:00.000Z Alibaba Zhenwu V900 AI accelerator chip targets the infrastructure gap left by NVIDIA export controls in China; Alibaba stock rises 4%. https://slicast.com/zh/article/1fcjl5 Slicast zh-cn 2026-09-22T13:43:00.000Z 阿里巴巴Zhenwu V900 AI加速芯片针对英伟达出口管制在中国留下的空缺，阿里巴巴股价上涨4%。 https://slicast.com/ko/article/1fcjl5 Slicast ko 2026-09-22T13:43:00.000Z Alibaba Zhenwu V900 AI 가속기 칩은 중국의 NVIDIA 수출 통제로 인한 인프라 격차를 겨냥하고 있으며, Alibaba 주식은 4% 올랐다. https://slicast.com/article/o83ggl Slicast en 2026-09-22T13:33:00.000Z Financial commentators recommend nuclear energy ETFs as a hedge on AI data center boom's baseload power demand. https://slicast.com/zh/article/o83ggl Slicast zh-cn 2026-09-22T13:33:00.000Z 金融评论员推荐核能ETF作为AI数据中心热潮基荷电力需求的投资机会。 https://slicast.com/ko/article/o83ggl Slicast ko 2026-09-22T13:33:00.000Z 금융 논평가들은 AI 데이터센터 붐의 베이스로드 전력 수요 증가를 헤지하기 위해 원자력 에너지 ETF를 권장한다. https://slicast.com/article/qqgj63 Slicast en 2026-09-22T13:32:00.000Z The European Commission's data center sustainability scorecard launches with minimum efficiency standards for EU data centers. https://slicast.com/zh/article/qqgj63 Slicast zh-cn 2026-09-22T13:32:00.000Z 欧盟委员会数据中心可持续发展评分卡启动，为欧盟数据中心制定最低效率标准。 https://slicast.com/ko/article/qqgj63 Slicast ko 2026-09-22T13:32:00.000Z European Commission의 데이터 센터 지속가능성 평가가 EU 데이터 센터의 최소 효율 기준을 포함하여 출시된다. https://slicast.com/article/j9vw1h Slicast en 2026-09-22T13:31:03.000Z Host Digital debuts on NYSE American (ticker: HOST) and exercises its right to acquire a second AI data center site from its sponsor. https://slicast.com/zh/article/j9vw1h Slicast zh-cn 2026-09-22T13:31:03.000Z Host Digital在美国证券交易所上市（代码：HOST），并行使从赞助方收购第二座AI数据中心的权利。 https://slicast.com/ko/article/j9vw1h Slicast ko 2026-09-22T13:31:03.000Z Host Digital이 NYSE American(티커: HOST)에 상장하며 스폰서로부터 두 번째 AI 데이터센터 부지를 인수할 권리를 행사한다. https://slicast.com/article/9c4vr3 Slicast en 2026-09-22T13:30:45.000Z du Tech (Etisalat Digital) executive Jasim Al Awadi highlights the company's focus on sovereign cloud, GPU-as-a-service, and agentic AI in the Middle East. https://slicast.com/zh/article/9c4vr3 Slicast zh-cn 2026-09-22T13:30:45.000Z du Tech(Etisalat Digital)高管Jasim Al Awadi强调公司在中东主权云、GPU即服务和代理AI方面的关注。 https://slicast.com/ko/article/9c4vr3 Slicast ko 2026-09-22T13:30:45.000Z du Tech (Etisalat Digital) 임원 Jasim Al Awadi는 중동에서 sovereign cloud, GPU-as-a-service, agentic AI에 대한 회사의 집중을 강조한다. https://slicast.com/article/ri6kaz Slicast en 2026-09-22T13:30:00.000Z Confido Raises $55M Series B to Take AI-Powered Automation Across the Entire Consumer Brand Back Office https://slicast.com/zh/article/ri6kaz Slicast zh-cn 2026-09-22T13:30:00.000Z Confido融资$55M B轮，推动AI自动化在消费品牌后台全面应用 https://slicast.com/article/evqxax Slicast en 2026-09-22T13:20:55.000Z OpenAI forecasts $856 billion in computing power spending by 2030. https://slicast.com/zh/article/evqxax Slicast zh-cn 2026-09-22T13:20:55.000Z OpenAI预测到2030年计算能力支出将达8560亿美元。 https://slicast.com/ko/article/evqxax Slicast ko 2026-09-22T13:20:55.000Z OpenAI는 2030년까지 컴퓨팅 전력 지출이 $856 billion에 이를 것으로 전망합니다. https://slicast.com/article/113c92y Slicast en 2026-09-22T13:19:33.000Z Victoria, Australia establishes green power rules requiring new data centers to meet renewable energy sustainability standards. https://slicast.com/zh/article/113c92y Slicast zh-cn 2026-09-22T13:19:33.000Z 澳大利亚维多利亚州制定绿电规则，要求新建数据中心符合可再生能源可持续性标准。 https://slicast.com/ko/article/113c92y Slicast ko 2026-09-22T13:19:33.000Z Victoria, Australia가 신규 데이터 센터의 재생에너지 지속 가능성 기준 충족을 요구하는 녹색 전력 규칙을 제정했다. https://slicast.com/article/grbkal Slicast en 2026-09-22T13:13:43.000Z Australia's data center boom is expanding AI infrastructure capacity, straining regional power and grid readiness. https://slicast.com/zh/article/grbkal Slicast zh-cn 2026-09-22T13:13:43.000Z 澳大利亚数据中心热潮扩大AI基础设施容量，给地区电力和电网准备造成压力。 https://slicast.com/ko/article/grbkal Slicast ko 2026-09-22T13:13:43.000Z 호주의 데이터센터 붐이 AI 인프라 수용력을 확대하면서 지역 전력망과 전력계통 준비도에 압박을 주고 있다. https://slicast.com/article/1se8ggi Slicast en 2026-09-22T13:13:32.000Z Liquid-cooling vendor Submer partners with Intel to deploy AI data center infrastructure across Middle East and Africa. https://slicast.com/zh/article/1se8ggi Slicast zh-cn 2026-09-22T13:13:32.000Z 液冷供应商Submer与英特尔合作，在中东和非洲部署AI数据中心基础设施。 https://slicast.com/ko/article/1se8ggi Slicast ko 2026-09-22T13:13:32.000Z 액체냉각 벤더 Submer가 Intel과 협력하여 중동 및 아프리카에 AI 데이터센터 인프라를 배포한다. https://slicast.com/article/1smqtkj Slicast en 2026-09-22T13:12:00.000Z Nutanix acquires Ryax Technologies to advance AI compute orchestration for hybrid cloud environments. https://slicast.com/zh/article/1smqtkj Slicast zh-cn 2026-09-22T13:12:00.000Z Nutanix收购Ryax Technologies以推进混合云环境的AI计算编排。 https://slicast.com/ko/article/1smqtkj Slicast ko 2026-09-22T13:12:00.000Z Nutanix가 Ryax Technologies를 인수하여 하이브리드 클라우드 환경을 위한 AI 컴퓨팅 오케스트레이션을 강화합니다. https://slicast.com/article/1du2u03 Slicast en 2026-09-22T13:08:11.000Z New Era and Vistra sign a 20-year power purchase agreement to energize a 250MW data center in Ector County, Texas with natural gas from an adjacent Odessa plant. https://slicast.com/zh/article/1du2u03 Slicast zh-cn 2026-09-22T13:08:11.000Z New Era与Vistra旗下公司签署20年购电协议，为得克萨斯州埃克托县一座250MW数据中心供应天然气电力。 https://slicast.com/ko/article/1du2u03 Slicast ko 2026-09-22T13:08:11.000Z New Era와 Vistra가 인접한 Odessa 플랜트의 천연가스로 Ector County, Texas의 250MW 데이터센터에 전력을 공급하는 20년 전력 구매 계약을 체결합니다. https://slicast.com/article/xzs5v6 Slicast en 2026-09-22T13:04:07.000Z Kairos Power partners with Samsung C&T to construct a 50MW small modular reactor (SMR) for Google in Tennessee, targeted for 2030 completion. https://slicast.com/zh/article/xzs5v6 Slicast zh-cn 2026-09-22T13:04:07.000Z Kairos Power与三星C&T合作在田纳西州为谷歌建设50MW小型模块化反应堆（SMR），预计2030年完工。 https://slicast.com/ko/article/xzs5v6 Slicast ko 2026-09-22T13:04:07.000Z Kairos Power가 Samsung C&T와 협력하여 Tennessee에서 Google용 50MW 소형 모듈형 원자로(SMR)를 건설하며 2030년 완공을 목표로 합니다. https://slicast.com/article/1eybyyk Slicast en 2026-09-22T13:02:49.000Z Nscale files for a $35 billion IPO, testing Wall Street's appetite for concentrated neocloud and GPU-cloud infrastructure bets. https://slicast.com/zh/article/1eybyyk Slicast zh-cn 2026-09-22T13:02:49.000Z Nscale申报350亿美元IPO，检验华尔街对GPU云基础设施的投资兴趣。 https://slicast.com/ko/article/1eybyyk Slicast ko 2026-09-22T13:02:49.000Z Nscale이 $35 billion IPO를 신청하며 Wall Street의 집중된 neocloud·GPU-cloud 인프라 베팅 수요를 검증합니다. https://slicast.com/article/1bc07gn Slicast en 2026-09-22T13:00:00.000Z Baselayer raises $35 million Series A to build trust, compliance, and security infrastructure for autonomous AI agent orchestration and deployment. https://slicast.com/zh/article/1bc07gn Slicast zh-cn 2026-09-22T13:00:00.000Z Baselayer融资3500万美元A轮，为自主AI代理编排与部署构建信任、合规与安全基础设施。 https://slicast.com/ko/article/1bc07gn Slicast ko 2026-09-22T13:00:00.000Z Baselayer, 자율형 AI 에이전트 오케스트레이션 및 배포를 위한 신뢰·준수·보안 인프라 구축에 $35 million Series A 조달 https://slicast.com/article/186q8pl Slicast en 2026-09-22T13:00:00.000Z TJC Completes Acquisition of Luna Innovations Incorporated https://slicast.com/zh/article/186q8pl Slicast zh-cn 2026-09-22T13:00:00.000Z TJC完成对Luna Innovations Inc的收购 https://slicast.com/article/hpaxj8 Slicast en 2026-09-22T12:59:56.000Z Morphotonics raises €40 million to expand data-center optical-component manufacturing, repurposing its display-fabrication technology for 400G+ interconnect optics. https://slicast.com/zh/article/hpaxj8 Slicast zh-cn 2026-09-22T12:59:56.000Z Morphotonics融资4000万欧元扩展数据中心光学元器件制造，复用其显示器制造工艺用于400G+互连光学器件。 https://slicast.com/ko/article/hpaxj8 Slicast ko 2026-09-22T12:59:56.000Z Morphotonics는 €40 million을 모금하여 데이터센터 광학 부품 제조를 확대하고, 디스플레이 제조 기술을 400G+ 상호연결 광학에 재목적화합니다. https://slicast.com/article/1k6hag0 Slicast en 2026-09-22T12:57:09.000Z Apple reportedly explores a return to the server market with an AI-focused M8 Ultra processor for on-premise and cloud deployments. https://slicast.com/zh/article/1k6hag0 Slicast zh-cn 2026-09-22T12:57:09.000Z 苹果据报考虑推出面向服务器的AI专用M8 Ultra处理器，用于本地部署和云端部署。 https://slicast.com/ko/article/1k6hag0 Slicast ko 2026-09-22T12:57:09.000Z Apple이 온프레미스 및 클라우드 배포용 AI 중심의 M8 Ultra 프로세서로 서버 시장 복귀를 모색하는 것으로 알려졌다. https://slicast.com/article/fdj58n Slicast en 2026-09-22T12:55:39.000Z Analysis projects OpenAI could exceed $280 billion in infrastructure spending by 2030, signaling massive Stargate data-center and compute-buildout commitment. https://slicast.com/zh/article/fdj58n Slicast zh-cn 2026-09-22T12:55:39.000Z 分析表明OpenAI到2030年可能超支2800亿美元用于基础设施，表明其对Stargate数据中心与计算能力建设的承诺。 https://slicast.com/ko/article/fdj58n Slicast ko 2026-09-22T12:55:39.000Z 분석에 따르면 OpenAI는 2030년까지 인프라 지출에서 $280 billion을 초과할 수 있으며, 이는 대규모 Stargate 데이터센터 및 컴퓨팅 구축 약속을 시사한다. https://slicast.com/article/1b9hef Slicast en 2026-09-22T12:47:36.000Z Chipmakers now offer protein-folding and AI-inference models as managed microservices, simplifying specialized-workload deployment for enterprises lacking deep ML infrastructure expertise. https://slicast.com/zh/article/1b9hef Slicast zh-cn 2026-09-22T12:47:36.000Z 芯片制造商现推出蛋白质折叠与AI推理模型作为托管微服务，简化了企业专业工作负载部署。 https://slicast.com/ko/article/1b9hef Slicast ko 2026-09-22T12:47:36.000Z 칩제조사들이 단백질 폴딩 및 AI 추론 모델을 관리형 마이크로서비스로 제공하여 깊은 ML 인프라 전문성이 부족한 기업들의 특화된 워크로드 배포를 단순화하고 있다. https://slicast.com/article/xqoovv Slicast en 2026-09-22T12:33:17.000Z T-Head (Alibaba's chip subsidiary) announces the Zhenwu V900 AI accelerator, signaling Alibaba's vertical-integration strategy to reduce NVIDIA dependency in its infrastructure stack. https://slicast.com/zh/article/xqoovv Slicast zh-cn 2026-09-22T12:33:17.000Z 阿里巴巴芯片子公司平头哥宣布Zhenwu V900 AI加速器，表明阿里的垂直整合战略以减少对NVIDIA的依赖。 https://slicast.com/ko/article/xqoovv Slicast ko 2026-09-22T12:33:17.000Z T-Head (알리바바의 칩 자회사)는 Zhenwu V900 AI 가속기를 발표하며, 인프라 스택에서 NVIDIA 의존도를 줄이려는 알리바바의 수직 통합 전략을 시사하고 있습니다. https://slicast.com/article/16hkelr Slicast en 2026-09-22T12:33:00.000Z Energized Power Capacity Is Shaping the Next Phase of AI Infrastructure https://slicast.com/zh/article/16hkelr Slicast zh-cn 2026-09-22T12:33:00.000Z 通电功率容量塑造AI基础设施下一阶段 https://slicast.com/article/st0c0t Slicast en 2026-09-22T12:30:00.000Z Grayscale Investments launches an AI Compute ETF, providing institutional investors with passive exposure to a diversified basket of data-center and AI-infrastructure companies. https://slicast.com/zh/article/st0c0t Slicast zh-cn 2026-09-22T12:30:00.000Z Grayscale Investments推出AI计算ETF，为机构投资者提供数据中心与AI基础设施公司多元化篮子的被动敞口。 https://slicast.com/ko/article/st0c0t Slicast ko 2026-09-22T12:30:00.000Z Grayscale Investments가 AI Compute ETF를 출시하여 기관 투자자들에게 데이터센터 및 AI 인프라 기업 포트폴리오에 수동 노출을 제공한다. https://slicast.com/article/14kxua4 Slicast en 2026-09-22T12:30:00.000Z WOODWAY ENERGY INFRASTRUCTURE ANNOUNCES NEW NATURAL GAS PIPELINE FOR HYPERSCALE DATA CENTER DEVELOPMENT https://slicast.com/zh/article/14kxua4 Slicast zh-cn 2026-09-22T12:30:00.000Z WOODWAY ENERGY INFRASTRUCTURE宣布超大规模数据中心用新天然气管道 https://slicast.com/article/1uww6b2 Slicast en 2026-09-22T12:30:00.000Z Zeo Energy Enters Cooperation Agreement with Ewyze to https://slicast.com/zh/article/1uww6b2 Slicast zh-cn 2026-09-22T12:30:00.000Z Zeo Energy与Ewyze达成合作协议 https://slicast.com/article/1q4596l Slicast en 2026-09-22T12:28:36.000Z Dtonic partners with Presight (G42 affiliate) to target global AI-city deployments, combining edge infrastructure and cloud-AI services across emerging markets. https://slicast.com/zh/article/1q4596l Slicast zh-cn 2026-09-22T12:28:36.000Z Dtonic与Presight（G42子公司）合作，面向全球AI城市部署，整合边缘基础设施与云AI服务。 https://slicast.com/ko/article/1q4596l Slicast ko 2026-09-22T12:28:36.000Z Dtonic는 Presight (G42 자회사)와 협력하여 엣지 인프라와 클라우드 AI 서비스를 결합해 신흥 시장 전역의 글로벌 AI 도시 배포를 목표로 합니다. https://slicast.com/article/lgc515 Slicast en 2026-09-22T12:13:41.000Z U.S. and China propose establishing a bilateral hotline and 'AI red lines' to de-escalate AI-related geopolitical tensions and manage competition during formal diplomatic summit. https://slicast.com/zh/article/lgc515 Slicast zh-cn 2026-09-22T12:13:41.000Z 美国与中国提议建立双边热线与'AI红线'以缓和AI相关地缘政治紧张局势，管理正式外交峰会期间的竞争。 https://slicast.com/ko/article/lgc515 Slicast ko 2026-09-22T12:13:41.000Z 미국과 중국이 공식 외교 정상회담 중 양자 핫라인과 'AI 적색 경계선' 설립을 제안해 AI 관련 지정학적 긴장을 완화하고 경쟁을 관리하려 한다. https://slicast.com/article/drfayg Slicast en 2026-09-22T12:13:00.000Z Civo plans to deploy 40 edge data centers across Britain to power sovereign AI, with the first site in Hertfordshire (March 2027) housing NVIDIA Vera Rubin systems and a longer-term ambition to scale https://slicast.com/zh/article/drfayg Slicast zh-cn 2026-09-22T12:13:00.000Z Civo计划在英国部署40座边缘数据中心以支撑主权AI，首个站点在赫特福德郡（2027年3月）配置NVIDIA Vera Rubin系统，长期目标扩展至1GW产能。 https://slicast.com/ko/article/drfayg Slicast ko 2026-09-22T12:13:00.000Z Civo는 주권 AI 지원을 위해 영국 전역에 40개 엣지 데이터 센터 배포를 계획하고 있습니다. 첫 번째 시설은 Hertfordshire에 위치하며(2027년 3월) NVIDIA Vera Rubin 시스템을 갖추고, 장기적으로 1 GW 용량까지 확장할 구상입니다. https://slicast.com/article/b96ywl Slicast en 2026-09-22T12:09:52.000Z CXMT (ChangXin Memory) achieves 50% higher dies-per-wafer density using its new G5 DRAM process technology, improving yield and capacity for AI-chip HBM supply. https://slicast.com/zh/article/b96ywl Slicast zh-cn 2026-09-22T12:09:52.000Z 长鑫存储(CXMT)利用新G5 DRAM工艺实现每晶圆50%更高的芯片密度，提升了AI芯片HBM供应的良率与产能。 https://slicast.com/ko/article/b96ywl Slicast ko 2026-09-22T12:09:52.000Z CXMT (ChangXin Memory)는 신규 G5 DRAM 공정 기술로 웨이퍼당 다이 밀도를 50% 향상시켜, AI 칩 HBM 공급의 수율과 용량을 개선한다. https://slicast.com/article/168k4km Slicast en 2026-09-22T12:00:41.000Z NVIDIA Isaac ROS 5.0 Advances Agentic, Open Source Robotics Development https://slicast.com/zh/article/168k4km Slicast zh-cn 2026-09-22T12:00:41.000Z NVIDIA Isaac ROS 5.0推进智能体开源机器人开发 https://slicast.com/article/13ncilj Slicast en 2026-09-22T12:00:00.000Z Mitsubishi Electric outlines a 'Chip-to-Grid' blueprint for AI factories powered by NVIDIA, integrating on-site power management, cooling, and grid-integration infrastructure. https://slicast.com/zh/article/13ncilj Slicast zh-cn 2026-09-22T12:00:00.000Z 三菱电机公开'Chip-to-Grid'蓝图，用NVIDIA芯片建设AI工厂，整合本地电力管理、冷却与电网集成基础设施。 https://slicast.com/ko/article/13ncilj Slicast ko 2026-09-22T12:00:00.000Z Mitsubishi Electric이 NVIDIA로 구동되는 AI 공장을 위한 'Chip-to-Grid' 청사진을 제시하며, 현장 전력 관리, 냉각 및 그리드 통합 인프라를 통합합니다. https://slicast.com/article/1w2p38a Slicast en 2026-09-22T12:00:00.000Z Go.AI raises $85 million Series A to deploy on-premise AI infrastructure for regulated industries (finance, healthcare, government), positioning itself as an enterprise-AI layer. https://slicast.com/zh/article/1w2p38a Slicast zh-cn 2026-09-22T12:00:00.000Z Go.AI融资8500万美元A轮，为金融、医疗、政府等受管制行业部署本地AI基础设施。 https://slicast.com/ko/article/1w2p38a Slicast ko 2026-09-22T12:00:00.000Z Go.AI가 규제 산업(금융, 헬스케어, 정부)을 위한 온프레미스 AI 인프라 배포를 목표로 Series A에서 $85 million을 모금했으며, 엔터프라이즈 AI 계층으로 자리매김하고 있습니다. https://slicast.com/article/12ud5uc Slicast en 2026-09-22T12:00:00.000Z CoreWeave files 8-K: entry into a material agreement, unregistered sale of equity, other material event https://slicast.com/zh/article/12ud5uc Slicast zh-cn 2026-09-22T12:00:00.000Z CoreWeave 提交 8-K：重大事件 https://slicast.com/ko/article/12ud5uc Slicast ko 2026-09-22T12:00:00.000Z CoreWeave 8-K: 중요 협약 체결, 미등록 주식 판매, 기타 중요 사건 https://slicast.com/article/1pts1nb Slicast en 2026-09-22T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1pts1nb Slicast zh-cn 2026-09-22T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/o0czmw Slicast en 2026-09-22T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/o0czmw Slicast zh-cn 2026-09-22T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/rpjtdf Slicast en 2026-09-22T11:56:48.000Z Chinese AI chip prices surge 50% year-on-year amid HBM memory shortage, constraining domestic accelerator production and limiting deployment scaling in mainland data centers. https://slicast.com/zh/article/rpjtdf Slicast zh-cn 2026-09-22T11:56:48.000Z 中国AI芯片价格同比上涨50%，因高带宽存储(HBM)短缺制约本土加速器生产与部署扩展。 https://slicast.com/ko/article/rpjtdf Slicast ko 2026-09-22T11:56:48.000Z 중국 AI 칩 가격이 HBM 메모리 부족 속에서 전년 동기 대비 50% 급등하며, 국내 가속기 생산을 제약하고 본토 데이터센터의 배포 확대를 제한하고 있다. https://slicast.com/article/1j47in2 Slicast en 2026-09-22T11:56:22.000Z Bitcoin mining hashrate stalls at 934 EH/s as miners pivot GPU and ASIC capacity to AI compute and HPC workloads, signaling structural reallocation of silicon supply. https://slicast.com/zh/article/1j47in2 Slicast zh-cn 2026-09-22T11:56:22.000Z 比特币挖矿算力停留在934 EH/s，矿工将GPU与ASIC产能转向AI计算与HPC工作负载，表明芯片供应的结构性重配置。 https://slicast.com/ko/article/1j47in2 Slicast ko 2026-09-22T11:56:22.000Z Bitcoin 채굴 해시레이트가 934 EH/s에서 정체되는 가운데 채굴자들이 GPU·ASIC 용량을 AI 컴퓨팅 및 HPC 워크로드로 전환하면서 실리콘 공급의 구조적 재배분을 시사합니다. https://slicast.com/article/1t7geos Slicast en 2026-09-22T11:44:39.000Z Nordics Data Center Portfolio 2026: Market Set for Strong https://slicast.com/zh/article/1t7geos Slicast zh-cn 2026-09-22T11:44:39.000Z 北欧数据中心组合2026：市场强劲 https://slicast.com/article/11wo617 Slicast en 2026-09-22T11:40:00.000Z $1 trillion in committed AI infrastructure spending faces a 3-year energy availability wall; power grid constraints may become the binding limit on AI expansion. https://slicast.com/zh/article/11wo617 Slicast zh-cn 2026-09-22T11:40:00.000Z 1万亿美元AI基础设施投资承诺面临3年能源瓶颈；电网约束可能成为AI扩展的制约因素。 https://slicast.com/ko/article/11wo617 Slicast ko 2026-09-22T11:40:00.000Z $1 trillion의 약정된 AI 인프라 지출이 3년 에너지 부족의 벽에 직면하고 있으며, 전력망 제약이 AI 확장의 결정적 한계가 될 수 있습니다. https://slicast.com/article/1ara164 Slicast en 2026-09-22T11:31:27.000Z Falcon Gases Announces Strategic Majority Investment from Odyssey Investment Partners https://slicast.com/zh/article/1ara164 Slicast zh-cn 2026-09-22T11:31:27.000Z Falcon Gases宣布获Odyssey Investment Partners战略投资 https://slicast.com/article/18zua1m Slicast en 2026-09-22T11:22:39.000Z Global Data Center Power Market to Reach US$109.27 Billion https://slicast.com/zh/article/18zua1m Slicast zh-cn 2026-09-22T11:22:39.000Z 全球数据中心电力市场将达$109.27B https://slicast.com/article/v23r23 Slicast en 2026-09-22T11:00:00.000Z Buildots and Green Mountain bring construction intelligence to sustainable data center projects with new enterprise deal https://slicast.com/zh/article/v23r23 Slicast zh-cn 2026-09-22T11:00:00.000Z Buildots和Green Mountain通过新企业协议将建筑智能引入可持续数据中心 https://slicast.com/article/1gdsjy7 Slicast en 2026-09-22T10:50:38.000Z Google inks deal to support nuclear uprates at Georgia Power's Vogtle and Hatch plants, adding 96MW of additional capacity. https://slicast.com/zh/article/1gdsjy7 Slicast zh-cn 2026-09-22T10:50:38.000Z Google与Georgia Power达成协议，支持Vogtle和Hatch核电站升级，增加96MW产能。 https://slicast.com/article/w314ol Slicast en 2026-09-22T10:33:00.000Z INV Class Action: Innventure Investors are Notified of the Upcoming October 27 Deadline in Ongoing Securities Fraud Class Action over Data Center Deal Cancellation https://slicast.com/zh/article/w314ol Slicast zh-cn 2026-09-22T10:33:00.000Z INV集体诉讼：Innventure投资者收到数据中心交易取消证券欺诈案10月27日截止通知 https://slicast.com/article/11o7vnx Slicast en 2026-09-22T08:08:49.000Z Saudi Arabia Data Center Market to Reach US$6.16 Billion by https://slicast.com/zh/article/11o7vnx Slicast zh-cn 2026-09-22T08:08:49.000Z 沙特阿拉伯数据中心市场将达$6.16B https://slicast.com/ko/article/11o7vnx Slicast ko 2026-09-22T08:08:49.000Z 사우디아라비아 데이터센터 시장이 US$6.16 Billion에 도달할 것으로 예상 https://slicast.com/article/vo0vlg Slicast en 2026-09-22T05:52:00.000Z Skanska to build a data center in Georgia, USA, worth USD 84M, about SEK 780M https://slicast.com/zh/article/vo0vlg Slicast zh-cn 2026-09-22T05:52:00.000Z Skanska将在美国乔治亚州建设价值$84M/约780M克朗数据中心 https://slicast.com/article/lngpi Slicast en 2026-09-22T04:41:00.000Z BDx Breaks Ground on 640MW AI Data Center in West Java, Backed by 845MVA of Secured Grid Power https://slicast.com/zh/article/lngpi Slicast zh-cn 2026-09-22T04:41:00.000Z BDx在西爪哇动工640MW AI数据中心，获845MVA电网功率支持 https://slicast.com/article/aqfbkn Slicast en 2026-09-22T01:53:00.000Z TICA Showcases Integrated Data Center Cooling Solutions at ENGINEER & MARVEX 2026, Supporting AI Infrastructure Growth in Southeast Asia https://slicast.com/zh/article/aqfbkn Slicast zh-cn 2026-09-22T01:53:00.000Z TICA在ENGINEER & MARVEX 2026展示集成数据中心冷却方案，支持东南亚AI基础设施增长 https://slicast.com/article/kcy0v3 Slicast en 2026-09-21T22:31:00.000Z IonQ and SDT Announce the First Strategic Partnership to Bring Both Advanced Quantum Computing and Quantum Networking to the Asia-Pacific Region https://slicast.com/zh/article/kcy0v3 Slicast zh-cn 2026-09-21T22:31:00.000Z IonQ和SDT宣布首个战略伙伴关系，为亚太带来先进量子计算和量子网络 https://slicast.com/commentary/aws-2026-09-21 Slicast en 2026-09-21T22:03:00.104Z AWS Infrastructure Build, September 2026: Sydney 235 MW Approval and Qualcomm Chip Deal Frame Amazon's Expanding AI Push https://slicast.com/zh/commentary/aws-2026-09-21 Slicast zh-cn 2026-09-21T22:03:00.104Z AWS基础设施扩张 2026年9月：悉尼235兆瓦批准与高通芯片协议勾勒亚马逊AI建设全貌 https://slicast.com/commentary/mistral-2026-09-21 Slicast en 2026-09-21T21:57:45.144Z Mistral AI Funding, September 2026: Samsung's €3B Series D Values Europe's AI Lab at €21 Billion https://slicast.com/zh/commentary/mistral-2026-09-21 Slicast zh-cn 2026-09-21T21:57:45.144Z Mistral AI融资，2026年9月：三星领投30亿欧元D轮，估值升至210亿欧元 https://slicast.com/commentary/intel-2026-09-21 Slicast en 2026-09-21T21:51:04.706Z Intel INTC stock, September 2026: 14A process gains, SK Hynix fab talks and AI foundry momentum https://slicast.com/zh/commentary/intel-2026-09-21 Slicast zh-cn 2026-09-21T21:51:04.706Z 英特尔 (INTC) 股价，2026年9月：14A制程进展、SK Hynix洽谈与代工转型 https://slicast.com/commentary/amd-2026-09-21 Slicast en 2026-09-21T21:44:06.637Z AMD AI Infrastructure, September 2026: $14B Core Scientific Deal and $450M LUMI-AI Contract Expand the Challenge to NVIDIA https://slicast.com/zh/commentary/amd-2026-09-21 Slicast zh-cn 2026-09-21T21:44:06.637Z AMD AI基础设施战略2026年9月：140亿美元科学核心协议与4.5亿美元LUMI-AI合同能否挑战英伟达格局 https://slicast.com/commentary/meta-2026-09-21 Slicast en 2026-09-21T21:30:01.320Z Meta AI Capex and Infrastructure, September 2026: $69.7 Billion Spend and the Road to Custom Silicon https://slicast.com/zh/commentary/meta-2026-09-21 Slicast zh-cn 2026-09-21T21:30:01.320Z Meta AI资本支出与基础设施布局2026年9月：FY2025支出697亿美元，5GW园区与自研芯片双线推进 https://slicast.com/brief/2026-09-22 Slicast en 2026-09-21T21:20:57.114Z AI Infrastructure Briefing — 2026-09-22 https://slicast.com/zh/brief/2026-09-22 Slicast zh-cn 2026-09-21T21:20:57.114Z AI 基础设施早报 · 2026-09-22 https://slicast.com/ko/brief/2026-09-22 Slicast ko 2026-09-21T21:20:57.114Z AI 인프라 브리핑 · 2026-09-22 https://slicast.com/article/c74fhq Slicast en 2026-09-21T21:10:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-21T21:10:00.000Z 2026 年超大规模厂商资本开支合计约 $7,250 亿,J.P. Morgan 预测 2027 年突破 $1 万亿 https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-21T21:10:00.000Z AI Capex 2026: $690B 인프라 스프린트 https://slicast.com/article/rcdljg Slicast en 2026-09-21T21:09:00.000Z Galaxy delivers 133 MW of critical IT load to CoreWeave as Helios bitcoin mine turns AI hub https://slicast.com/zh/article/rcdljg Slicast zh-cn 2026-09-21T21:09:00.000Z Galaxy Digital Helios 园区向 CoreWeave 完成 133 MW Phase I 交付,全园区远期规划 3.6 GW https://slicast.com/ko/article/rcdljg Slicast ko 2026-09-21T21:09:00.000Z Galaxy, Helios 비트코인 채굴장이 AI 허브로 전환되면서 CoreWeave에 133 MW 핵심 IT 부하 공급 https://slicast.com/article/pxvuk0 Slicast en 2026-09-21T21:08:00.000Z Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship https://slicast.com/zh/article/pxvuk0 Slicast zh-cn 2026-09-21T21:08:00.000Z NVIDIA Vera Rubin HBM4 三家供应商全线量产,Q3 客户发货,Q4 或提前推进 16-Hi https://slicast.com/ko/article/pxvuk0 Slicast ko 2026-09-21T21:08:00.000Z Nvidia Vera Rubin HBM4: Jensen Huang, 3개 공급업체 모두 Q3 양산 확인 https://slicast.com/article/qajj2d Slicast en 2026-09-21T21:07:00.000Z Va. governor rolls out new data center regulations: 'Highest standards in America' https://slicast.com/zh/article/qajj2d Slicast zh-cn 2026-09-21T21:07:00.000Z 弗吉尼亚州长签署第 22 号行政令:25 MW 以上数据中心退出快速审批,禁止政府 NDA https://slicast.com/ko/article/qajj2d Slicast ko 2026-09-21T21:07:00.000Z Va. 주지사, 신규 데이터센터 규정 공개: '미국 최고 수준' https://slicast.com/article/5vf9pd Slicast en 2026-09-21T21:06:00.000Z Anthropic reportedly plans a $2 trillion IPO in October—the largest ever https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-09-21T21:06:00.000Z Anthropic 据报计划 10 月 IPO,目标估值 $2 万亿或成史上最大上市 https://slicast.com/ko/article/5vf9pd Slicast ko 2026-09-21T21:06:00.000Z Anthropic이 10월 2조 달러 규모의 IPO 추진 계획으로 보도됨—역대 최대 https://slicast.com/article/mu5x2a Slicast en 2026-09-21T21:05:00.000Z Nvidia's AI CPU Push Threatens Intel and AMD https://slicast.com/zh/article/mu5x2a Slicast zh-cn 2026-09-21T21:05:00.000Z NVIDIA Vera CPU 进入量产,直接挑战 Intel 与 AMD 数据中心服务器市场 https://slicast.com/ko/article/mu5x2a Slicast ko 2026-09-21T21:05:00.000Z Nvidia의 AI CPU 추진이 Intel과 AMD를 위협 https://slicast.com/article/1ekbm7l Slicast en 2026-09-21T21:02:00.000Z Oracle's $18 Billion Data Center Debt Under Pressure https://slicast.com/zh/article/1ekbm7l Slicast zh-cn 2026-09-21T21:02:00.000Z Oracle Project Jupiter $180 亿建设贷款跌至 89–91 美分,辛迪加销售陷入停滞 https://slicast.com/ko/article/1ekbm7l Slicast ko 2026-09-21T21:02:00.000Z Oracle의 $18 Billion Data Center 부채 압박 https://slicast.com/article/1vn0elv Slicast en 2026-09-21T21:01:00.000Z CoreWeave Prices Upsized $3.7 Billion Convertible Senior Notes https://slicast.com/zh/article/1vn0elv Slicast zh-cn 2026-09-21T21:01:00.000Z CoreWeave 今日完成 $37 亿可转债结算,超额认购后从 $30 亿上调 https://slicast.com/ko/article/1vn0elv Slicast ko 2026-09-21T21:01:00.000Z CoreWeave, 규모 확대된 $3.7 Billion 선순위 전환사채 공시 https://slicast.com/article/1ed486p Slicast en 2026-09-21T19:58:45.000Z Nvidia has invested $3 billion in SB Energy shares ahead of SB Energy's anticipated $50 billion US IPO. https://slicast.com/zh/article/1ed486p Slicast zh-cn 2026-09-21T19:58:45.000Z 英伟达在SB Energy即将进行的50亿美元美国IPO前投资30亿美元购入SB Energy股份。 https://slicast.com/ko/article/1ed486p Slicast ko 2026-09-21T19:58:45.000Z Nvidia가 SB Energy의 예상되는 $50 billion US IPO를 앞두고 SB Energy 주식에 $3 billion을 투자했습니다. https://slicast.com/article/1r566z6 Slicast en 2026-09-21T19:49:42.000Z Flexible Circuit Technologies Inc. (FCT), a Minnesota-based manufacturer, introduced a liquid leak detection flex assembly for AI and HPC systems. https://slicast.com/zh/article/1r566z6 Slicast zh-cn 2026-09-21T19:49:42.000Z 总部位于明尼苏达州的Flexible Circuit Technologies Inc.（FCT）推出针对AI和HPC系统的液体泄漏检测柔性组件。 https://slicast.com/ko/article/1r566z6 Slicast ko 2026-09-21T19:49:42.000Z 미네소타 기반 제조업체인 Flexible Circuit Technologies Inc. (FCT)가 AI 및 HPC 시스템용 액체 누수 감지 플렉스 어셈블리를 도입했습니다. https://slicast.com/article/1dpd1mt Slicast en 2026-09-21T19:15:26.000Z MIS is building a 250MW AI data center for HUMAIN in Saudi Arabia in a $2.33 billion project. https://slicast.com/zh/article/1dpd1mt Slicast zh-cn 2026-09-21T19:15:26.000Z MIS正为HUMAIN在沙特阿拉伯建造一座250MW AI数据中心，项目总额为23.3亿美元。 https://slicast.com/ko/article/1dpd1mt Slicast ko 2026-09-21T19:15:26.000Z MIS가 사우디아라비아에서 HUMAIN을 위해 250MW 규모의 AI 데이터센터를 $2.33 billion 프로젝트로 건설 중이다. https://slicast.com/article/1fivfbs Slicast en 2026-09-21T19:10:53.000Z US Treasury Secretary Scott Bessent stated that humans, not AI systems, carry criminal liability, citing OpenAI agents' unauthorized access to Hugging Face. https://slicast.com/zh/article/1fivfbs Slicast zh-cn 2026-09-21T19:10:53.000Z 美国财政部长Scott Bessent表示应由人类而非AI系统对犯罪行为承担刑事责任，并援引OpenAI代理对Hugging Face的未授权访问事件为例。 https://slicast.com/ko/article/1fivfbs Slicast ko 2026-09-21T19:10:53.000Z 미국 재무부 장관 Scott Bessent는 형사 책임은 인간에게 있고 AI 시스템에게는 없다고 말했으며, OpenAI 에이전트의 Hugging Face 무단 접근을 언급했다. https://slicast.com/article/wlx00d Slicast en 2026-09-21T19:04:00.000Z Marvell announced industry-first 2nm optical chips designed to address the AI 'power wall' for interconnects and power delivery. https://slicast.com/zh/article/wlx00d Slicast zh-cn 2026-09-21T19:04:00.000Z Marvell宣布业界首款2nm光学芯片，旨在解决AI互连和功率传输中的'功耗墙'瓶颈。 https://slicast.com/ko/article/wlx00d Slicast ko 2026-09-21T19:04:00.000Z Marvell이 상호연결 및 전력 공급을 위한 AI '파워 월' 문제를 해결하기 위해 설계된 업계 최초의 2nm 광학 칩을 발표했습니다. https://slicast.com/article/tq27jw Slicast en 2026-09-21T19:04:00.000Z CIFR (Core Scientific) stock surged as Wall Street backed its pivot from bitcoin mining to AI data center operations. https://slicast.com/zh/article/tq27jw Slicast zh-cn 2026-09-21T19:04:00.000Z CIFR（Core Scientific）股票大幅上涨，华尔街支持其从比特币挖矿向AI数据中心业务的转向。 https://slicast.com/ko/article/tq27jw Slicast ko 2026-09-21T19:04:00.000Z CIFR (Core Scientific)이 비트코인 채굴에서 AI 데이터센터 운영으로 전환하자 월스트리트의 지지 속에 주가가 급등했다. https://slicast.com/article/1kdnz7c Slicast en 2026-09-21T18:52:07.000Z SB Energy has delayed its IPO amid investor skepticism over valuation, affecting its previously anticipated $50 billion US listing. https://slicast.com/zh/article/1kdnz7c Slicast zh-cn 2026-09-21T18:52:07.000Z SB Energy因投资者对其估值的顾虑而推迟IPO，影响了其预期的50亿美元美国上市计划。 https://slicast.com/ko/article/1kdnz7c Slicast ko 2026-09-21T18:52:07.000Z SB Energy는 밸류에이션을 둘러싼 투자자 회의감 속에서 IPO를 연기했으며, 이전에 기대했던 50억 달러 규모의 미국 상장에 영향을 미쳤다. https://slicast.com/article/1w054b0 Slicast en 2026-09-21T18:45:56.000Z High Bandwidth Memory (HBM) is sold out through 2027, with Micron customers facing acute shortages as demand outpaces supply. https://slicast.com/zh/article/1w054b0 Slicast zh-cn 2026-09-21T18:45:56.000Z 高带宽内存（HBM）已售罄至2027年，Micron的客户面临严重短缺，需求远超供应。 https://slicast.com/ko/article/1w054b0 Slicast ko 2026-09-21T18:45:56.000Z High Bandwidth Memory (HBM)는 2027년까지 매진되었으며, Micron 고객들이 수요 급증으로 인한 심각한 공급 부족에 직면하고 있습니다. https://slicast.com/article/12xl0b9 Slicast en 2026-09-21T18:00:07.000Z Nvidia launched DSX (Datacenter System X) to qualify and standardize power and cooling products for AI data center infrastructure. https://slicast.com/zh/article/12xl0b9 Slicast zh-cn 2026-09-21T18:00:07.000Z 英伟达推出DSX（Datacenter System X），用于认证和规范AI数据中心基础设施的电力和冷却产品。 https://slicast.com/ko/article/12xl0b9 Slicast ko 2026-09-21T18:00:07.000Z Nvidia가 AI 데이터 센터 인프라용 전력 및 냉각 제품을 검증하고 표준화하기 위해 DSX(Datacenter System X)를 출시했다. https://slicast.com/article/1me5qzj Slicast en 2026-09-21T17:59:06.000Z Huawei unveiled a new UnifiedBus computing architecture for SuperPods and clusters at HUAWEI CONNECT 2026. https://slicast.com/zh/article/1me5qzj Slicast zh-cn 2026-09-21T17:59:06.000Z Huawei在2026年HUAWEI CONNECT大会上推出新的UnifiedBus计算架构，用于SuperPods和集群。 https://slicast.com/ko/article/1me5qzj Slicast ko 2026-09-21T17:59:06.000Z Huawei는 HUAWEI CONNECT 2026에서 SuperPods와 클러스터를 위한 새로운 UnifiedBus 컴퓨팅 아키텍처를 공개했다. https://slicast.com/article/1fi3wmc Slicast en 2026-09-21T17:43:20.000Z S&P Global analyzes the ENGIE-QTS power purchase agreement and data center energy demand trends in ERCOT, highlighting the structural role of PPAs in powering AI infrastructure. https://slicast.com/zh/article/1fi3wmc Slicast zh-cn 2026-09-21T17:43:20.000Z 标普全球分析ENGIE-QTS购电协议及ERCOT区域数据中心能源需求趋势，凸显购电协议对AI基础设施供电的结构性作用。 https://slicast.com/ko/article/1fi3wmc Slicast ko 2026-09-21T17:43:20.000Z S&P Global은 ENGIE-QTS 전력 구매 계약과 ERCOT의 데이터 센터 에너지 수요 추세를 분석하며, AI 인프라 전력 공급에서 PPA의 구조적 역할을 부각한다.