https://slicast.com/article/bldawc Slicast en 2026-09-18T13:49:06.000Z Anthropic and OpenAI are actively pursuing 20–30 MW data center contracts rather than traditional multi-gigawatt hyperscale campuses. https://slicast.com/zh/article/bldawc Slicast zh-cn 2026-09-18T13:49:06.000Z Anthropic和OpenAI正积极寻求20–30 MW的数据中心合同，而非传统的大型超大规模园区。 https://slicast.com/ko/article/bldawc Slicast ko 2026-09-18T13:49:06.000Z Anthropic와 OpenAI는 전통적인 다중 기가와트 규모 초대형 데이터센터 대신 20~30MW급 데이터센터 계약을 적극적으로 추진 중이다. https://slicast.com/article/134zt7k Slicast en 2026-09-18T13:31:35.000Z NVIDIA and Google are forming a coalition to enable AI data centers to dynamically flex their power consumption based on real-time grid conditions. https://slicast.com/zh/article/134zt7k Slicast zh-cn 2026-09-18T13:31:35.000Z NVIDIA与Google组建联盟，使AI数据中心能够根据实时电网状况动态调整功耗。 https://slicast.com/ko/article/134zt7k Slicast ko 2026-09-18T13:31:35.000Z NVIDIA와 Google은 실시간 전력망 상황에 따라 AI 데이터센터의 전력 소비를 유연하게 조정할 수 있도록 협력 체계를 구축하고 있다. https://slicast.com/article/1qu48d0 Slicast en 2026-09-18T13:30:48.000Z Oracle executes 1.7 gigawatts of wind energy supply agreements to power its Texas operations. https://slicast.com/zh/article/1qu48d0 Slicast zh-cn 2026-09-18T13:30:48.000Z 甲骨文签署1.7吉瓦风电供应协议，为其德州业务供电。 https://slicast.com/ko/article/1qu48d0 Slicast ko 2026-09-18T13:30:48.000Z 오라클은 텍사스 사업장을 위한 풍력 에너지 공급 계약 1.7기가와트(W)를 체결했다. https://slicast.com/article/bc2ge8 Slicast en 2026-09-18T10:36:12.000Z Crypto miner TeraWulf locks in a 20-year lease agreement with Anthropic for its data center capacity. https://slicast.com/zh/article/bc2ge8 Slicast zh-cn 2026-09-18T10:36:12.000Z 加密货币矿企TeraWulf与Anthropic签订20年数据中心容量租赁协议。 https://slicast.com/ko/article/bc2ge8 Slicast ko 2026-09-18T10:36:12.000Z 암호화폐 채굴 기업 테라울프가 앤트로픽과 데이터센터 용량에 대해 20년 장기 임대 계약을 체결했다. https://slicast.com/article/8cmhun Slicast en 2026-09-18T10:22:53.000Z Crusoe secures $3.9 billion in new funding specifically for AI data center build-out, with Nvidia participating as an investor. https://slicast.com/zh/article/8cmhun Slicast zh-cn 2026-09-18T10:22:53.000Z Crusoe获39亿美元新融资，专用于AI数据中心建设，英伟达参投。 https://slicast.com/ko/article/8cmhun Slicast ko 2026-09-18T10:22:53.000Z 크루조, AI 데이터센터 구축 전용으로 39억 달러 신규 자금 조달 완료, 엔비디아 투자자 참여 https://slicast.com/commentary/firmus-2026-09-17 Slicast en 2026-09-17T21:48:30.638Z Firmus IPO, September 2026: Goodman's Valuation Draws the 'Heroic' Label as 900 MW Pipeline Meets Scepticism https://slicast.com/zh/commentary/firmus-2026-09-17 Slicast zh-cn 2026-09-17T21:48:30.638Z Firmus IPO，2026年9月：Goodman估值遭「英雄式乐观」质疑，900兆瓦管线能否支撑高倍数 https://slicast.com/commentary/tencent-2026-09-17 Slicast en 2026-09-17T21:41:48.028Z Tencent Hunyuan Pre-Training Lead Joins Thinking Machines Lab, September 2026 https://slicast.com/zh/commentary/tencent-2026-09-17 Slicast zh-cn 2026-09-17T21:41:48.028Z 腾讯混元预训练负责人加入Thinking Machines Lab：2026年9月的人才与算力信号 https://slicast.com/commentary/astera-labs-2026-09-17 Slicast en 2026-09-17T21:31:48.404Z Astera Labs, September 2026: Leo 2 CXL Controllers and the 9.1% Session Gain in Context https://slicast.com/zh/commentary/astera-labs-2026-09-17 Slicast zh-cn 2026-09-17T21:31:48.404Z Astera Labs 2026年9月：Leo 2 CXL控制器发布背景下的单日9.1%涨幅解读 https://slicast.com/commentary/arm-2026-09-17 Slicast en 2026-09-17T21:24:37.500Z Arm Holdings, September 2026: Record AI Chip Licensing and an 8.6% Share-Price Surge https://slicast.com/zh/commentary/arm-2026-09-17 Slicast zh-cn 2026-09-17T21:24:37.500Z Arm Holdings 2026年9月：AI芯片授权收入创纪录，股价单日涨逾8% https://slicast.com/commentary/applied-digital-2026-09-17 Slicast en 2026-09-17T21:16:08.606Z Applied Digital (APLD), September 2026: A $36 Billion Backlog Against 469% Capex Intensity https://slicast.com/zh/commentary/applied-digital-2026-09-17 Slicast zh-cn 2026-09-17T21:16:08.606Z Applied Digital（APLD）2026年9月：360亿美元积压订单遭遇469%的资本支出强度 https://slicast.com/article/1sg9lei Slicast en 2026-09-17T21:10:00.000Z AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution https://slicast.com/zh/article/1sg9lei Slicast zh-cn 2026-09-17T21:10:00.000Z AI基础设施市场2030年预测$1.2万亿;Fermi美国签$65亿德州数据中心租约;AWS谈判俄亥俄$50亿园区 https://slicast.com/ko/article/1sg9lei Slicast ko 2026-09-17T21:10:00.000Z AI 인프라: AI 혁명 뒤에서 성장하는 조 단위 달러 시장 https://slicast.com/article/c74fhq Slicast en 2026-09-17T21:08:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-17T21:08:00.000Z 超大规模厂商2026年资本开支合计$7250亿,同比增约77%;全行业一致表示"供给约束" https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-17T21:08:00.000Z AI 자본지출 2026: 6,900억 달러 규모의 인프라 스프린트 https://slicast.com/article/5w3zun Slicast en 2026-09-17T21:07:00.000Z Jane Street Secures Crusoe's AI Cloud Services in Five-Year, $13 Billion Deal https://slicast.com/zh/article/5w3zun Slicast zh-cn 2026-09-17T21:07:00.000Z Crusoe与Jane Street签署$130亿5年云算力合同;公司估值约$300亿正融资$30亿 https://slicast.com/ko/article/5w3zun Slicast ko 2026-09-17T21:07:00.000Z Jane Street, Crusoe의 AI 클라우드 서비스 5년간 130억 달러 규모 계약 체결 https://slicast.com/brief/2026-09-18 Slicast en 2026-09-17T21:06:45.114Z AI Infrastructure Briefing — 2026-09-18 https://slicast.com/zh/brief/2026-09-18 Slicast zh-cn 2026-09-17T21:06:45.114Z AI 基础设施早报 · 2026-09-18 https://slicast.com/ko/brief/2026-09-18 Slicast ko 2026-09-17T21:06:45.114Z AI 인프라 브리핑 · 2026-09-18 https://slicast.com/article/1xjfup Slicast en 2026-09-17T21:06:00.000Z SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-09-17T21:06:00.000Z SK Hynix、Samsung、Micron三方争夺NVIDIA 16层HBM4合同;Q4 2026为评估节点,尚无具体订单 https://slicast.com/ko/article/1xjfup Slicast ko 2026-09-17T21:06:00.000Z SK하이닉스, 삼성전자, 마이크론이 차세대 HBM4 16-Hi 수주 경쟁에 나서 https://slicast.com/article/me67cr Slicast en 2026-09-17T21:05:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-17T21:05:00.000Z OpenAI俄亥俄州10GW超级园区:NVIDIA提供$1050亿融资保证,总成本或超$5000亿 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-17T21:05:00.000Z 엔비디아, 오하이오 오픈AI 데이터센터에 1050억 달러 자금 지원 https://slicast.com/article/or8xqm Slicast en 2026-09-17T21:04:00.000Z Anthropic Strikes $35 Billion Cloud Deal With Nvidia-Backed Lambda https://slicast.com/zh/article/or8xqm Slicast zh-cn 2026-09-17T21:04:00.000Z Anthropic今年累计算力合同逾$1750亿:Lambda $350亿领衔,Nscale $450亿紧随 https://slicast.com/ko/article/or8xqm Slicast ko 2026-09-17T21:04:00.000Z Anthropic, Nvidia 지원 Lambda와 350억 달러 규모 클라우드 계약 체결 https://slicast.com/article/vmb9un Slicast en 2026-09-17T21:03:00.000Z New US export controls reportedly target Chinese access to remote AI servers https://slicast.com/zh/article/vmb9un Slicast zh-cn 2026-09-17T21:03:00.000Z Trump政府AI扩散规则2.0最快本月落地:封堵泰国/新加坡GPU云转租漏洞 https://slicast.com/ko/article/vmb9un Slicast ko 2026-09-17T21:03:00.000Z 미국이 중국 기업의 원격 AI 서버 접근을 차단하는 새로운 수출 통제 조치를 취한 것으로 알려졌다 https://slicast.com/article/if355f Slicast en 2026-09-17T21:02:00.000Z Nvidia is the mystery tenant behind Hut 8's $50bn Texas data centre https://slicast.com/zh/article/if355f Slicast zh-cn 2026-09-17T21:02:00.000Z NVIDIA正式证实为Hut 8德州1GW Beacon Point园区唯一租户;$1.96亿合同基准值,9月28日动工 https://slicast.com/ko/article/if355f Slicast ko 2026-09-17T21:02:00.000Z Hut 8의 500억 달러 규모 텍사스 데이터센터 배후에 있는 미상의 임차인은 Nvidia https://slicast.com/article/1fbuttg Slicast en 2026-09-17T21:01:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-09-17T21:01:00.000Z Nebius宣布10月1日GPU涨价;NBIS暴涨10%、IREN跳升6%,CoreWeave逆跌2% https://slicast.com/ko/article/1fbuttg Slicast ko 2026-09-17T21:01:00.000Z IREN 6% 상승, Nebius 10% 급등… GPU 임대료 상승세 지속; CoreWeave 하락 https://slicast.com/article/dxhjdd Slicast en 2026-09-17T20:46:56.000Z Bull CEO Le Roux remains bullish on the French supercomputer maker’s trajectory nearly six months after separating from Atos Group. https://slicast.com/zh/article/dxhjdd Slicast zh-cn 2026-09-17T20:46:56.000Z 法国超算公司Bull的CEO Le Roux在脱离Atos集团近半年后，仍对该公司的发展前景保持乐观。 https://slicast.com/ko/article/dxhjdd Slicast ko 2026-09-17T20:46:56.000Z 불(Bull)의 CEO 르루는 아토스 그룹과 분리된 지 거의 6개월이 지난 현재도 프랑스 슈퍼컴퓨터 제조사의 궤도에 대해 낙관적인 입장을 유지하고 있다. https://slicast.com/article/1o38hjc Slicast en 2026-09-17T18:57:13.000Z The U.S. National Science Foundation expands its X-Labs Initiative to include AI for physical systems and two new topics launching September 17, 2026. https://slicast.com/zh/article/1o38hjc Slicast zh-cn 2026-09-17T18:57:13.000Z 美国国家科学基金会扩展其X-Labs计划，新增物理系统AI及两项将于2026年9月17日启动的新主题。 https://slicast.com/ko/article/1o38hjc Slicast ko 2026-09-17T18:57:13.000Z 미국 국립과학재단은 물리 시스템용 AI를 포함한 X-Labs Initiative를 확대하며, 2026년 9월 17일 두 가지 신규 주제를 시작한다. https://slicast.com/article/1pmszfj Slicast en 2026-09-17T17:22:31.000Z Bull secures the next-generation Lumi AI supercomputer contract ahead of HPE. https://slicast.com/zh/article/1pmszfj Slicast zh-cn 2026-09-17T17:22:31.000Z 布尔击败HPE获得下一代Lumi AI超级计算机合同。 https://slicast.com/ko/article/1pmszfj Slicast ko 2026-09-17T17:22:31.000Z Bull이 HPE를 앞서 차세대 Lumi AI 슈퍼컴퓨터 계약을 확보했다. https://slicast.com/article/o0nco7 Slicast en 2026-09-17T17:00:32.000Z ServeTheHome tours the Arm ATE lab where engineers are bringing up the new Arm AGI CPU. https://slicast.com/zh/article/o0nco7 Slicast zh-cn 2026-09-17T17:00:32.000Z 媒体探访Arm ATE实验室，展示工程师如何调试新型Arm AGI CPU。 https://slicast.com/ko/article/o0nco7 Slicast ko 2026-09-17T17:00:32.000Z ServeTheHome이 차세대 Arm AGI CPU 개발을 위해 엔지니어들이 작업 중인 Arm ATE 연구실을 탐방했다. https://slicast.com/article/yf8a81 Slicast en 2026-09-17T16:00:00.000Z An industry analysis argues that delivery capability, constrained by power, labor, and supply chain bottlenecks, will determine success in the next phase of data center growth. https://slicast.com/zh/article/yf8a81 Slicast zh-cn 2026-09-17T16:00:00.000Z 行业分析指出，受电力、劳动力和供应链瓶颈制约的交付能力将成为数据中心下一阶段增长的决定性因素。 https://slicast.com/ko/article/yf8a81 Slicast ko 2026-09-17T16:00:00.000Z 산업 분석에 따르면 전력, 인력, 공급망 병목 현상에 제약된 배송 능력이 데이터 센터 성장의 다음 단계에서 성공을 결정할 것이라고 주장한다. https://slicast.com/article/1jzm4sh Slicast en 2026-09-17T16:00:00.000Z XKL Optimizes Data Center Interconnects for AI Workloads with Low-Latency MediaLight™ Systems https://slicast.com/zh/article/1jzm4sh Slicast zh-cn 2026-09-17T16:00:00.000Z XKL凭借低延迟MediaLight™系统优化AI工作负载的数据中心互连 https://slicast.com/ko/article/1jzm4sh Slicast ko 2026-09-17T16:00:00.000Z XKL, 저지연 MediaLight™ 시스템으로 AI 워크로드용 데이터센터 인터커넥트 최적화 https://slicast.com/article/barwuo Slicast en 2026-09-17T15:42:04.000Z Meta and Apex Clean Energy have executed a 144-MW solar power purchase agreement in Texas, granting Meta exclusive rights to all environmental attributes and renewable energy credits. https://slicast.com/zh/article/barwuo Slicast zh-cn 2026-09-17T15:42:04.000Z Meta与Apex Clean Energy签署144兆瓦德州太阳能购电协议，Meta将获得该项目所有环境权益及可再生能源信用额度。 https://slicast.com/ko/article/barwuo Slicast ko 2026-09-17T15:42:04.000Z 메타와 애플클린에너지는 텍사스에서 144MW 규모의 태양광 전력구매계약(PPA)을 체결했으며, 메타는 모든 환경 특성과 재생에너지공급인증서(REC)에 대한 독점권을 부여받았다. https://slicast.com/article/5basci Slicast en 2026-09-17T15:27:09.000Z A traditional pharmaceutical company has signed a multi-billion yuan computing power contract, relying on shareholder loans and institutional financing to fulfill obligations. https://slicast.com/zh/article/5basci Slicast zh-cn 2026-09-17T15:27:09.000Z 一家传统制药企业签下十亿级算力大单，除自有资金外还需依托股东借款与金融机构融资完成履约。 https://slicast.com/ko/article/5basci Slicast ko 2026-09-17T15:27:09.000Z 전통적인 제약 회사가 수십억 위안 규모의 컴퓨팅 파워 계약을 체결했으며, 주주 대출과 기관 자금 조달을 통해 의무를 이행하고 있다. https://slicast.com/article/1gcul8d Slicast en 2026-09-17T14:39:28.000Z AI chip startup Rebellions has partnered with ai& for deployment in Japan, with ai& targeting purchases of up to 100 units of Rebellions’ RebelRack infrastructure. https://slicast.com/zh/article/1gcul8d Slicast zh-cn 2026-09-17T14:39:28.000Z AI芯片初创公司Rebellions与ai&达成日本部署合作，ai&计划采购多达100套Rebellions的RebelRack基础设施。 https://slicast.com/ko/article/1gcul8d Slicast ko 2026-09-17T14:39:28.000Z AI 칩 스타트업 레벨리온스는 일본 시장 진출을 위해 ai&와 파트너십을 체결했으며, ai&는 레벨리온스의 RebelRack 인프라 최대 100대 도입을 목표로 하고 있다. https://slicast.com/article/eu8e6h Slicast en 2026-09-17T14:31:21.000Z The U.S. House passed a ratepayer protection bill designed to limit how large data center loads shift costs onto residential electricity customers. https://slicast.com/zh/article/eu8e6h Slicast zh-cn 2026-09-17T14:31:21.000Z 美国众议院通过一项保护电费缴纳者的法案，旨在限制大型数据中心负荷向居民电费用户转嫁成本。 https://slicast.com/ko/article/eu8e6h Slicast ko 2026-09-17T14:31:21.000Z 미국 하원이 데이터 센터의 대규모 전력 부하로 인한 비용이 주거용 전기 고객에게 전가되는 것을 제한하기 위한 요금 보호 법안을 가결했다. https://slicast.com/article/1nbg4yb Slicast en 2026-09-17T14:29:00.000Z A QuitGPT-led grassroots coalition is urging lawmakers to reject lighter regulation ahead of the midterms, countering Leading the Future’s $140 million lobbying push. https://slicast.com/zh/article/1nbg4yb Slicast zh-cn 2026-09-17T14:29:00.000Z 由QuitGPT领导的草根联盟正敦促立法者在中期选举前拒绝放宽监管，以对抗Leading the Future的1.4亿美元游说攻势。 https://slicast.com/ko/article/1nbg4yb Slicast ko 2026-09-17T14:29:00.000Z QuitGPT 주도 시민 연대가 중간선거를 앞두고 경량 규제안을 거부하도록 의원들에게 촉구하며, 리딩 더 퓨처의 1억4000만 달러 규모 로비 활동에 맞서고 있다. https://slicast.com/article/16v0aww Slicast en 2026-09-17T14:25:00.000Z Huawei unveiled the Peerium computing architecture for the AI era, introducing Nested BSP to break through von Neumann single-machine architecture limits and enabling millions of processors to functio https://slicast.com/zh/article/16v0aww Slicast zh-cn 2026-09-17T14:25:00.000Z 华为发布面向AI时代的Peerium计算架构，提出Nested BSP突破冯·诺依曼单机架构限制，并通过灵衢互联技术实现百万级处理器融合为一台大型计算机。 https://slicast.com/ko/article/16v0aww Slicast ko 2026-09-17T14:25:00.000Z Huawei는 AI 시대를 위한 Peerium 컴퓨팅 아키텍처를 공개하며, Nested BSP를 통해 von Neumann 단일 머신 아키텍처의 한계를 돌파하고 Lingqu 인터커넥트 기술을 활용해 수백만 개의 프로세서가 단일 컴퓨터처럼 작동하도록 구현했다. https://slicast.com/article/1yg8op0 Slicast en 2026-09-17T14:00:47.000Z The U.S. Department of Energy launched the Quantum Genesis Q Competition, allocating up to $215 million to accelerate fault-tolerant quantum computer development. https://slicast.com/zh/article/1yg8op0 Slicast zh-cn 2026-09-17T14:00:47.000Z 美国能源部启动Quantum Genesis Q竞赛，拨款最高2.15亿美元以加速容错量子计算机开发。 https://slicast.com/ko/article/1yg8op0 Slicast ko 2026-09-17T14:00:47.000Z 미국 에너지부는 양자 오류 정정 컴퓨터 개발 가속화를 위해 최대 2억1,500만 달러를 투입하는 '퀀텀 제네시스 Q 경쟁'을 시작했다. https://slicast.com/article/1q6npna Slicast en 2026-09-17T14:00:45.000Z Dutch firm EUCLYD has secured over €200 million in financing to develop ultra-efficient infrastructure tailored for foundation AI models. https://slicast.com/zh/article/1q6npna Slicast zh-cn 2026-09-17T14:00:45.000Z 荷兰公司EUCLYD获得超过2亿欧元融资，用于开发专为基础AI模型打造的超高效基础设施。 https://slicast.com/ko/article/1q6npna Slicast ko 2026-09-17T14:00:45.000Z 네덜란드 기업 EUCLYD가 차세대 AI 모델에 특화된 초고효율 인프라 개발을 위해 2억 유로 이상의 자금을 조달했다. https://slicast.com/article/1j7wneb Slicast en 2026-09-17T14:00:00.000Z An industry feature examines 800VDC protection schemes aimed at unlocking next-generation AI data center efficiency. https://slicast.com/zh/article/1j7wneb Slicast zh-cn 2026-09-17T14:00:00.000Z 行业专题探讨旨在释放下一代AI数据中心效率的800VDC保护方案。 https://slicast.com/ko/article/1j7wneb Slicast ko 2026-09-17T14:00:00.000Z 산업 특집은 차세대 AI 데이터센터 효율성을 실현하기 위한 800VDC 보호 방식을 다룬다. https://slicast.com/article/17l61ac Slicast en 2026-09-17T13:34:11.000Z CleanSpark disclosed a $6.6 billion, 20-year AI data center lease with Meta and announced a concurrent $2.23 billion debt financing plan to fund the Georgia facility. https://slicast.com/zh/article/17l61ac Slicast zh-cn 2026-09-17T13:34:11.000Z CleanSpark（CLSK）披露与Meta签署的66亿美元、20年期AI数据中心租赁协议，并宣布同步进行22.3亿美元的债务融资计划，以资助佐治亚州设施。 https://slicast.com/ko/article/17l61ac Slicast ko 2026-09-17T13:34:11.000Z 클린스파크는 메타와 20년 만기, 66억 달러 규모의 AI 데이터센터 임대계약을 체결했으며, 조지아 시설 자금 조달을 위해 동시적으로 22억 3천만 달러 규모의 부채 자금조달 계획을 발표했다. https://slicast.com/article/3g209n Slicast en 2026-09-17T13:17:59.000Z NVIDIA Vera Rubin NVL72 systems achieved up to 3.7 times better inference throughput than NVIDIA GB300 NVL72 in their debut submission to MLPerf Inference v6.1. https://slicast.com/zh/article/3g209n Slicast zh-cn 2026-09-17T13:17:59.000Z NVIDIA Vera Rubin NVL72系统在首次提交MLPerf Inference v6.1测试时，推理吞吐量较NVIDIA GB300 NVL72提升高达3.7倍。 https://slicast.com/ko/article/3g209n Slicast ko 2026-09-17T13:17:59.000Z 엔비디아 베라 루빈 NVL72 시스템은 MLPerf Inference v6.1 데뷔 제출에서 엔비디아 GB300 NVL72 대비 추론 처리량 최대 3.7배 향상 달성 https://slicast.com/article/kvc7tt Slicast en 2026-09-17T13:11:47.000Z CoreWeave begins deploying multi-rack NVIDIA Vera Rubin clusters to scale agentic AI workloads. https://slicast.com/zh/article/kvc7tt Slicast zh-cn 2026-09-17T13:11:47.000Z CoreWeave (CRWV) 开始部署多机架 NVIDIA Vera Rubin 集群，以扩展代理式 AI 工作负载。 https://slicast.com/ko/article/kvc7tt Slicast ko 2026-09-17T13:11:47.000Z CoreWeave는 에이전트 AI 워크로드를 확장하기 위해 다중 랙 NVIDIA Vera Rubin 클러스터의 배포를 시작했습니다. https://slicast.com/article/10y8e7l Slicast en 2026-09-17T13:04:58.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-17T13:04:58.000Z Parallel - AI代理的Web基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-17T13:04:58.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/63tnpx Slicast en 2026-09-17T13:00:55.000Z Cute Critters Come to the Cloud: ‘Aniimo’ Launches on GeForce NOW https://slicast.com/zh/article/63tnpx Slicast zh-cn 2026-09-17T13:00:55.000Z 萌宠登陆云端：《Aniimo》登陆GeForce NOW https://slicast.com/ko/article/63tnpx Slicast ko 2026-09-17T13:00:55.000Z 귀여운 크리처들이 클라우드에 도착: ‘애니모’, 지포스 나우 출시 https://slicast.com/article/30mz1s Slicast en 2026-09-17T12:00:31.000Z Microsoft has filed plans to construct a two-building data center campus in Union City, Georgia, expanding its regional footprint. https://slicast.com/zh/article/30mz1s Slicast zh-cn 2026-09-17T12:00:31.000Z 微软已提交在佐治亚州亚特兰大郊外联合城建设两栋数据中心大楼的规划文件，以扩大其区域布局。 https://slicast.com/ko/article/30mz1s Slicast ko 2026-09-17T12:00:31.000Z Microsoft는 조지아주 유니언시티에 두 동으로 구성된 데이터 센터 캠퍼스 건설 계획을 제출하며 지역적 입지를 확대하고 있다. https://slicast.com/article/1w6r9et Slicast en 2026-09-17T12:00:00.000Z A C4ADS investigation reveals how Chinese entities bypass Trump-era export restrictions to acquire billions of dollars in restricted Nvidia AI accelerators. https://slicast.com/zh/article/1w6r9et Slicast zh-cn 2026-09-17T12:00:00.000Z C4ADS的一份调查报告揭示了中国实体如何绕过特朗普时代的出口管制，获取价值数十亿美元的受限英伟达AI加速芯片。 https://slicast.com/ko/article/1w6r9et Slicast ko 2026-09-17T12:00:00.000Z C4ADS의 조사 결과, 중국 기업들이 트럼프 행정부 시절 수출 규제를 우회하여 수억 달러 규모의 제한된 엔비디아 AI 가속기를 확보하는 방식이 드러났다. https://slicast.com/article/15kfy2i Slicast en 2026-09-17T12:00:00.000Z CoreWeave files 8-K: Regulation FD disclosure, other material event https://slicast.com/zh/article/15kfy2i Slicast zh-cn 2026-09-17T12:00:00.000Z CoreWeave 提交 8-K：重大事件 https://slicast.com/ko/article/15kfy2i Slicast ko 2026-09-17T12:00:00.000Z CoreWeave, 8-K 제출: Regulation FD 공시 및 기타 중요 사건 https://slicast.com/article/1fnxeib Slicast en 2026-09-17T12:00:00.000Z Adtran showcases open optical networking for AI infrastructure at OIF’s ECOC 2026 interop demo https://slicast.com/zh/article/1fnxeib Slicast zh-cn 2026-09-17T12:00:00.000Z Adtran在OIF ECOC 2026互操作演示中展示面向AI基础设施的开放光网络 https://slicast.com/ko/article/1fnxeib Slicast ko 2026-09-17T12:00:00.000Z Adtran, OIF의 ECOC 2026 상호운용성 데모에서 AI 인프라를 위한 오픈 광네트워킹 선보임 https://slicast.com/article/1u0tyqv Slicast en 2026-09-17T12:00:00.000Z CoreWeave files 424B5: prospectus (424B) https://slicast.com/zh/article/1u0tyqv Slicast zh-cn 2026-09-17T12:00:00.000Z CoreWeave 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/1u0tyqv Slicast ko 2026-09-17T12:00:00.000Z CoreWeave, 424B5 제출: 증권신고서(424B) https://slicast.com/article/b8akq3 Slicast en 2026-09-17T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/b8akq3 Slicast zh-cn 2026-09-17T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/b8akq3 Slicast ko 2026-09-17T12:00:00.000Z 바이두, 6-K(외국인 발행자 보고) 제출 https://slicast.com/article/wepfx3 Slicast en 2026-09-17T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/wepfx3 Slicast zh-cn 2026-09-17T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/wepfx3 Slicast ko 2026-09-17T12:00:00.000Z 바이두, 6-K(외국인 발행자 보고) 제출 https://slicast.com/article/17w3gt7 Slicast en 2026-09-17T11:59:12.000Z The U.S. House passed a 417-3 vote mandating that AI data centers directly cover their electricity costs, though states retain veto power over implementation. https://slicast.com/zh/article/17w3gt7 Slicast zh-cn 2026-09-17T11:59:12.000Z 美国众议院以417票对3票通过法案，要求AI数据中心直接承担电费，但各州保留实施否决权。 https://slicast.com/ko/article/17w3gt7 Slicast ko 2026-09-17T11:59:12.000Z 미국 하원이 417대 3의 표로 AI 데이터센터가 전기 요금을 직접 부담하도록 의무화하는 법안을 통과시켰으나, 주 정부는 시행에 대한 거부권을 유지한다. https://slicast.com/article/ucdgut Slicast en 2026-09-17T11:57:09.000Z Google is evaluating its first data center facility in New Mexico, marking the search giant’s potential entry into the state’s emerging compute market. https://slicast.com/zh/article/ucdgut Slicast zh-cn 2026-09-17T11:57:09.000Z 谷歌正在评估其在新墨西哥州的首座数据中心设施，标志着这家搜索巨头可能进入该州的计算市场。 https://slicast.com/ko/article/ucdgut Slicast ko 2026-09-17T11:57:09.000Z Google이 뉴멕시코의 첫 데이터 센터 부지를 검토 중이며, 이는 검색 거대 기업이 해당 주의 신흥 컴퓨트 시장으로의 잠재적 진출을 의미합니다. https://slicast.com/article/134yv1u Slicast en 2026-09-17T11:55:19.000Z Modular compute provider Rune has launched a solar-sited compute system and secured $40 million in Series A funding to deploy units directly alongside renewable generation. https://slicast.com/zh/article/134yv1u Slicast zh-cn 2026-09-17T11:55:19.000Z 模块化计算提供商Rune推出了部署于太阳能场地的模块化计算系统，并筹集4000万美元A轮融资，以便直接在可再生能源发电侧部署设备。 https://slicast.com/ko/article/134yv1u Slicast ko 2026-09-17T11:55:19.000Z 모듈형 컴퓨팅 제공업체 루인은 태양광 발전 단지용 컴퓨팅 시스템을 출시하고, 재생에너지 설비 옆에 장비를 직접 설치하기 위해 시리즈 A 라운드에서 4천만 달러의 자금을 조달했다. https://slicast.com/article/1a50c3j Slicast en 2026-09-17T11:44:19.000Z New York State has issued a Community Investment Framework recommending that municipalities require AI data centers to contribute $1 million per megawatt toward local community investments while plann https://slicast.com/zh/article/1a50c3j Slicast zh-cn 2026-09-17T11:44:19.000Z 纽约州发布Community Investment Framework，建议地方政府要求AI数据中心每兆瓦支付100万美元用于社区投资，同时需规划长期维护成本与场地废弃等风险。 https://slicast.com/ko/article/1a50c3j Slicast ko 2026-09-17T11:44:19.000Z 뉴욕주는 지방자치단체가 AI 데이터센터에 대해 지역 사회 투자금으로 메가와트당 100만 달러를 기여하도록 요구하는 동시에 장기 유지보수 및 부지 폐기 위험에 대비할 것을 권고하는 커뮤니티 인베스트먼트 프레임워크를 발표했다. https://slicast.com/article/uq0utd Slicast en 2026-09-17T11:33:30.000Z NorthC has broken ground on a 6MW data center campus in Frankfurt, Germany, targeting energization in 2028. https://slicast.com/zh/article/uq0utd Slicast zh-cn 2026-09-17T11:33:30.000Z NorthC已在德国法兰克福破土动工一座6MW数据中心园区，目标于2028年通电运营。 https://slicast.com/ko/article/uq0utd Slicast ko 2026-09-17T11:33:30.000Z NorthC는 독일 프랑크푸르트에 6MW 규모 데이터 센터 단지의 기공식을 진행했으며, 2028년 가동을 목표로 하고 있습니다. https://slicast.com/article/xcufy4 Slicast en 2026-09-17T11:29:25.000Z Aligned has commenced construction on a gigawatt-scale data center campus in Shippingport, Pennsylvania, marking a major expansion in the Mid-Atlantic region. https://slicast.com/zh/article/xcufy4 Slicast zh-cn 2026-09-17T11:29:25.000Z Aligned已在宾夕法尼亚州Shippingport启动一座吉瓦级数据中心园区的建设，标志着其在美中大西洋沿岸地区的重要扩张。 https://slicast.com/ko/article/xcufy4 Slicast ko 2026-09-17T11:29:25.000Z Aligned은 펜실베이니아주 Shippingport에서 기가와트 규모 데이터 센터 단지의 건설에 착수했으며, 이는 미드아틀랜틱 지역에서의 주요 확장이다. https://slicast.com/article/ralwx7 Slicast en 2026-09-17T11:24:00.000Z Margaux Platforms is launching an AI and cloud infrastructure investment vehicle led by former Global Switch executives to finance next-generation compute facilities. https://slicast.com/zh/article/ralwx7 Slicast zh-cn 2026-09-17T11:24:00.000Z Margaux Platforms正推出由前Global Switch高管领导的AI与云基础设施投资基金，用于资助下一代计算设施。 https://slicast.com/ko/article/ralwx7 Slicast ko 2026-09-17T11:24:00.000Z Margaux Platforms는 전 세계 Switch 임원들을 이끌고 차세대 컴퓨팅 시설을 자금 지원하기 위한 AI 및 클라우드 인프라 투자 차량을 론칭한다. https://slicast.com/article/frff5j Slicast en 2026-09-17T11:14:30.000Z AWS and Qualcomm finalized a $60 billion custom AI chip agreement, driving a 7% stock jump for Qualcomm as hyperscalers aggressively diversify silicon sourcing. https://slicast.com/zh/article/frff5j Slicast zh-cn 2026-09-17T11:14:30.000Z AWS与高通达成600亿美元定制AI芯片协议，推动高通股价飙升7%，凸显超大规模云厂商加速多元化硅源采购趋势。 https://slicast.com/ko/article/frff5j Slicast ko 2026-09-17T11:14:30.000Z AWS와 퀄컴이 600억 달러 규모의 맞춤형 AI 칩 계약을 체결하며, 하이퍼스케일러들의 실리콘 공급처 다각화 가속화에 힘입어 퀄컴 주가가 7% 급등했다. https://slicast.com/article/6riivq Slicast en 2026-09-17T11:00:00.000Z Apple is reportedly evaluating Nvidia’s NVLink interconnect technology to accelerate its custom M8 Ultra AI servers, aiming for a coordinated 2029 data center launch despite historical rivalry. https://slicast.com/zh/article/6riivq Slicast zh-cn 2026-09-17T11:00:00.000Z 据报道，苹果正在评估采用英伟达NVLink互连技术来加速其定制M8 Ultra AI服务器，旨在尽管存在历史竞争关系的情况下于2029年协同推进数据中心业务。 https://slicast.com/ko/article/6riivq Slicast ko 2026-09-17T11:00:00.000Z 애플이 차세대 M8 Ultra AI 서버 가속을 위해 엔비디아의 NVLink 인터커넥트 기술을 검토 중이며, 과거 경쟁 관계에도 불구하고 2029년 데이터센터 출시를 목표로 하고 있다고 전해졌다. https://slicast.com/article/1hz7ypx Slicast en 2026-09-17T11:00:00.000Z What AI Infrastructure for Law Firms Looks Like Inside a Firm's Own Microsoft 365 Tenant https://slicast.com/zh/article/1hz7ypx Slicast zh-cn 2026-09-17T11:00:00.000Z 律所自有Microsoft 365租户内的AI基础设施长什么样 https://slicast.com/ko/article/1hz7ypx Slicast ko 2026-09-17T11:00:00.000Z 법무법인 자체 Microsoft 365 테넌트 내부의 법률사무소용 AI 인프라 모습 https://slicast.com/article/ba3l6 Slicast en 2026-09-17T10:50:20.000Z Google, Nvidia, Emerald AI, Anthropic, and RWE have founded the AI Energy Management Alliance to standardize and scale demand-response capabilities across data center operations. https://slicast.com/zh/article/ba3l6 Slicast zh-cn 2026-09-17T10:50:20.000Z 谷歌、英伟达、Emerald AI、Anthropic与RWE共同创立AI Energy Management Alliance，旨在标准化并规模化数据中心运营的需求响应能力。 https://slicast.com/ko/article/ba3l6 Slicast ko 2026-09-17T10:50:20.000Z 구글, 엔비디아, 에메랄드 AI, 앤트로픽, RWE는 데이터센터 운영 전반에 걸쳐 수요반응 기능을 표준화하고 확대하기 위해 AI 에너지 관리 얼라이언스를 설립했다. https://slicast.com/article/xh6bl3 Slicast en 2026-09-17T10:45:00.000Z Magnora has joined a joint venture for a data center project in Estonia, partnering with renewable energy developer Sunly to secure sustainable power supply. https://slicast.com/zh/article/xh6bl3 Slicast zh-cn 2026-09-17T10:45:00.000Z Magnora已加入爱沙尼亚数据中心项目的合资公司，并与可再生能源开发商Sunly合作以确保可持续电力供应。 https://slicast.com/ko/article/xh6bl3 Slicast ko 2026-09-17T10:45:00.000Z Magnora는 재생에너지 개발사 Sunly와 파트너십을 맺어 에스토니아의 데이터센터 프로젝트 합작법인을 설립하고 지속 가능한 전력 공급을 확보했다. https://slicast.com/article/1bawin1 Slicast en 2026-09-17T10:14:00.000Z Jiushi CEO Kong Qi and CTO Zhuang Li announced the completion of the industry's first L4-level 10,000-GPU cluster totaling nearly 15,000 cards to support its city-level physical AI upgrade. https://slicast.com/zh/article/1bawin1 Slicast zh-cn 2026-09-17T10:14:00.000Z 九识CEO孔旗与CTO庄立宣布建成业内首个L4级万卡集群，总规模近1.5万卡以支撑其城市级物理AI战略升级。 https://slicast.com/ko/article/1bawin1 Slicast ko 2026-09-17T10:14:00.000Z Jiushi의 CEO 콩치와 CTO 주앙리는 도시 차원의 물리 AI 업그레이드를 지원하기 위해 업계 최초의 L4급 1만 GPU 클러스터(총 약 15,000개 카드) 구축을 완료했다고 발표했다. https://slicast.com/article/157vkgc Slicast en 2026-09-17T10:00:00.000Z Hyperscale Data Provides Update on Progress of Michigan AI Data Center; More Than $70 Million Invested in Alliance Cloud Services and the Michigan Facility https://slicast.com/zh/article/157vkgc Slicast zh-cn 2026-09-17T10:00:00.000Z Hyperscale Data更新密歇根AI数据中心进展；超$7000万投资Alliance Cloud Services及该设施 https://slicast.com/ko/article/157vkgc Slicast ko 2026-09-17T10:00:00.000Z 하이퍼스케일 데이터, 미시간 AI 데이터센터 진행 상황 업데이트; 얼라이언스 클라우드 서비스 및 미시간 시설에 7천만 달러 이상 투자 https://slicast.com/article/1buiwmm Slicast en 2026-09-17T10:00:00.000Z Avicena to Demonstrate World’s First Connectorized microLED Optical Interconnect for AI Infrastructure at ECOC 2026 https://slicast.com/zh/article/1buiwmm Slicast zh-cn 2026-09-17T10:00:00.000Z Avicena将在ECOC 2026演示全球首款用于AI基础设施的连接器化microLED光互连 https://slicast.com/ko/article/1buiwmm Slicast ko 2026-09-17T10:00:00.000Z Avicena, ECOC 2026에서 AI 인프라용 세계 최초 커넥터형 microLED 광 인터커넥트 시연 https://slicast.com/article/1ctwttg Slicast en 2026-09-17T09:44:00.000Z Anxin 724 officially launched its Beijing base, entering systematic operations in the full lifecycle service of GPU and AI compute equipment. https://slicast.com/zh/article/1ctwttg Slicast zh-cn 2026-09-17T09:44:00.000Z 安芯724北京基地正式投产，标志着其在GPU及AI算力设备全生命周期服务领域进入体系化运营新阶段。 https://slicast.com/ko/article/1ctwttg Slicast ko 2026-09-17T09:44:00.000Z Anxin 724는 베이징 기지를 정식 출범시켜 GPU 및 AI 컴퓨팅 장비의 풀라이프사이클 서비스 체계적 운영에 돌입했다. https://slicast.com/article/8090z7 Slicast en 2026-09-17T09:00:00.000Z Abandoned jobs, instances, and volumes can run indefinitely, forcing FinOps tools to evolve new zombie-hunting methods specifically for the GPU-era AI workload landscape. https://slicast.com/zh/article/8090z7 Slicast zh-cn 2026-09-17T09:00:00.000Z 废弃的作业、实例和卷可能无限期运行，迫使财务运营(FinOps)工具必须开发针对GPU时代AI工作负载的新型僵尸资源清理方法。 https://slicast.com/ko/article/8090z7 Slicast ko 2026-09-17T09:00:00.000Z 중단된 작업, 인스턴스 및 볼륨은 무한정 실행될 수 있어 FinOps 도구는 GPU 시대의 AI 워크로드 환경에 특화된 새로운 좀비 탐지 방식을 진화시켜야 한다. https://slicast.com/article/12tmntw Slicast en 2026-09-17T08:28:44.000Z Zhipu's recent financing round reflects a strategic positioning battle without direct confrontation, focusing on spatial and temporal resource allocation. https://slicast.com/zh/article/12tmntw Slicast zh-cn 2026-09-17T08:28:44.000Z 智谱近期融资背后是一场侧重空间与时间交换的无声卡位战。 https://slicast.com/ko/article/12tmntw Slicast ko 2026-09-17T08:28:44.000Z Zhipu의 최근 자금 조달 라운드는 직접적인 충돌을 피한 전략적 포지셔닝 경쟁을 반영하며, 공간 및 시간 자원 배분에 중점을 두고 있다. https://slicast.com/article/15bq8ou Slicast en 2026-09-17T08:02:00.000Z A Google Gemini pre-training expert at the L7-L8 level has joined a major domestic internet company after previously working in the UK, marking the first confirmed successful recruitment in this talen https://slicast.com/zh/article/15bq8ou Slicast zh-cn 2026-09-17T08:02:00.000Z 一位曾在英国工作的Google Gemini预训练专家（L7-L8职级）近期加入国内某互联网大厂，标志着本轮争抢Gemini人才的首次成功落地。 https://slicast.com/ko/article/15bq8ou Slicast ko 2026-09-17T08:02:00.000Z 영국 근무 경력을 보유한 L7-L8 레벨의 Google Gemini 전임 학습 전문가가 주요 국내 인터넷 기업에 합류하며, 이 인재 전쟁에서 첫 성공적인 영입 사례가 확인됐다. https://slicast.com/article/9huuz1 Slicast en 2026-09-17T08:02:00.000Z Zhang Yiming's net worth surged as ByteDance's business expansion and AI-driven valuation re-rating offset his exit from daily operations. https://slicast.com/zh/article/9huuz1 Slicast zh-cn 2026-09-17T08:02:00.000Z 张一鸣账面身家大幅攀升，源于字节跳动业务跃迁与AI估值重估对其卸任经营一线后的财富增长支撑。 https://slicast.com/ko/article/9huuz1 Slicast ko 2026-09-17T08:02:00.000Z 장이밍의 순자산은 바이트댄스의 사업 확장 및 AI 기반 밸류에이션 재평가가 일상적 운영에서 그의 퇴출을 상쇄하며 급증했다. https://slicast.com/article/w6fbtg Slicast en 2026-09-17T07:52:00.000Z Yao Xingcheng, former head of pre-training for Tencent's Hunyuan large language model, has joined North American startup Thinking Machines Lab with a compensation package significantly exceeding his p https://slicast.com/zh/article/w6fbtg Slicast zh-cn 2026-09-17T07:52:00.000Z 腾讯混元大语言模型前预训练负责人姚星丞近日加入北美创业公司Thinking Machines Lab，其薪酬包明显高于在腾讯的数千万元人民币年薪。 https://slicast.com/ko/article/w6fbtg Slicast ko 2026-09-17T07:52:00.000Z 텐센트 하이위안 대규모 언어 모델의 전(pre-training) 책임자 야오싱청이 텐센트 시절 연봉 수백만 위안을 크게 상회하는 보상 패키지로 북미 스타트업 씽킹 머신즈 랩에 합류했다. https://slicast.com/article/xpyyol Slicast en 2026-09-17T07:48:00.000Z INVT to Showcase Power and Liquid-Cooling Solutions for Data Center Modernization at Data Centre World Asia 2026 https://slicast.com/zh/article/xpyyol Slicast zh-cn 2026-09-17T07:48:00.000Z INVT将在Data Centre World Asia 2026展示数据中心现代化供电与液冷解决方案 https://slicast.com/ko/article/xpyyol Slicast ko 2026-09-17T07:48:00.000Z INVT, 2026 데이터센터 월드 아시아에서 데이터센터 현대화를 위한 전력 및 액체 냉각 솔루션 선보일 예정 https://slicast.com/article/1bahnyy Slicast en 2026-09-17T07:08:46.000Z SpaceX's combined AI compute leasing, Grok, Cursor, and Starlink businesses could generate enough revenue in two months to match its entire 2025 forecast, demonstrating massive scale in integrated AI https://slicast.com/zh/article/1bahnyy Slicast zh-cn 2026-09-17T07:08:46.000Z SpaceX通过AI算力租赁、Grok、Cursor与Starlink业务的组合，有望在两个月内实现相当于其全年2025年营收的收入，展示了垂直整合AI基础设施商业化的巨大规模。 https://slicast.com/ko/article/1bahnyy Slicast ko 2026-09-17T07:08:46.000Z SpaceX의 통합 AI 컴퓨팅 리스, Grok, Cursor 및 Starlink 사업은 2개월 만에 2025년 전체 매출 전망액을 상회할 수 있는 수익을 창출할 잠재력을 지니고 있으며, 이는 통합 AI 인프라 Monetization에서 막대한 규모를 입증한다. https://slicast.com/article/a0udyz Slicast en 2026-09-17T06:20:33.000Z Fujitsu is preparing to commercially sell its custom Monaka Arm-based server chip, targeting sovereign-sensitive cloud providers and inference-focused workloads. https://slicast.com/zh/article/a0udyz Slicast zh-cn 2026-09-17T06:20:33.000Z 富士通准备将其定制Monaka Arm服务器芯片投入商用，主要面向主权敏感型云服务商与推理密集型工作负载。 https://slicast.com/ko/article/a0udyz Slicast ko 2026-09-17T06:20:33.000Z 후지쓰는 주권 민감성 클라우드 제공업체와 추론 중심 워크로드를 대상으로 맞춤형 모나카 Arm 기반 서버 칩의 상업적 판매를 준비 중이다. https://slicast.com/article/kveeao Slicast en 2026-09-17T06:00:01.000Z SK hynix unveiled its New Spectrum roadmap for AI infrastructure components at the AI Infra Summit 2026 held in Santa Clara from September 15th to 17th. https://slicast.com/zh/article/kveeao Slicast zh-cn 2026-09-17T06:00:01.000Z SK海力士于9月15日至17日在圣克拉拉举行的AI Infra Summit 2026上发布了面向AI基础设施的新产品路线图。 https://slicast.com/ko/article/kveeao Slicast ko 2026-09-17T06:00:01.000Z SK하이닉스는 9월 15일부터 17일까지 산타클라라에서 열린 AI Infra Summit 2026에서 AI 인프라 구성요소를 위한 New Spectrum 로드맵을 공개했다. https://slicast.com/article/1gv3bl1 Slicast en 2026-09-17T04:37:26.000Z Elon Musk has been personally overseeing construction sites for AI infrastructure projects, even camping on-site with RV accommodations to accelerate deployment timelines. https://slicast.com/zh/article/1gv3bl1 Slicast zh-cn 2026-09-17T04:37:26.000Z 马斯克亲自督建AI基础设施项目工地，甚至入住房车驻守现场以加快部署进度。 https://slicast.com/ko/article/1gv3bl1 Slicast ko 2026-09-17T04:37:26.000Z Elon Musk는 AI 인프라 프로젝트 건설 현장을 직접 감독하며, 배포 일정을 가속화하기 위해 RV 시설을 활용한 현장 숙박까지 진행 중이다. https://slicast.com/article/jka6v1 Slicast en 2026-09-17T02:12:00.000Z Four Chinese GPU makers (Biren Technology, Enflame, MetaX, Moore Threads, and Zhuiyuan Technology) released semi-annual reports revealing stark profit divergence, with Biren scaling revenue nearly twe https://slicast.com/zh/article/jka6v1 Slicast zh-cn 2026-09-17T02:12:00.000Z 四家国产GPU公司（壁仞科技、天数智芯、沐曦股份、摩尔线程、燧原科技）的半年报揭示利润表显著分化，其中壁仞营收增长近二十倍但仍处亏损，表明国内加速器厂商正面临从一级市场估值炒作向二级市场盈利考核的实质性转变。 https://slicast.com/ko/article/jka6v1 Slicast ko 2026-09-17T02:12:00.000Z 중국의 4개 GPU 제조사(Biren Technology, Enflame, MetaX, Moore Threads, Zhuiyuan Technology)가 공개한 반기 보고서에서 뚜렷한 수익성 격차가 드러났으며, Biren은 매출을 약 20배 성장시켰음에도 적자 상태를 유지하고 있어 공공 시장에서의 감시가 강화되고 있다. https://slicast.com/article/556xyk Slicast en 2026-09-17T02:03:00.000Z The 2026 CIOE China exhibition highlights surging demand for optical modules and high-speed interconnects, with Astera Labs components escalating from hundreds to thousands of dollars per unit. https://slicast.com/zh/article/556xyk Slicast zh-cn 2026-09-17T02:03:00.000Z 2026年CIOE中国光博会显示光模块与高速互联需求激增，Astera Labs相关组件单价已从数百美元飙升至数千美元。 https://slicast.com/ko/article/556xyk Slicast ko 2026-09-17T02:03:00.000Z 2026 CIOE 중국 전시회는 광모듈 및 고속 인터커넥트에 대한 급증하는 수요를 부각했으며, Astera Labs 부품의 단가는 수백 달러에서 수천 달러로 상승했다. https://slicast.com/article/1peubmy Slicast en 2026-09-17T00:23:00.000Z OpenAI is negotiating new financing rounds that could value the company above 1.2 trillion USD, while ByteDance reportedly closed a 290 million USD raise specifically to spin off its AI drug discovery https://slicast.com/zh/article/1peubmy Slicast zh-cn 2026-09-17T00:23:00.000Z OpenAI正在洽谈新一轮融资，估值可能突破1.2万亿美元，而字节跳动已为拆分AI制药子公司Anew Labs完成2.9亿美元融资。 https://slicast.com/ko/article/1peubmy Slicast ko 2026-09-17T00:23:00.000Z OpenAI는 기업 가치 1조 2천억 달러 이상을 상회하는 신규 자금 조달 라운드 협상을 진행 중이며, ByteDance는 AI 신약 발견 자회사인 Anew Labs 분사를 위해 2억 9천만 달러 규모의 자금 조달을 완료한 것으로 알려졌다. https://slicast.com/article/c8eos3 Slicast en 2026-09-16T22:07:08.000Z onsemi unveiled its Embedded Power Platform architecture that utilizes the silicon wafer as an embedded package to dramatically increase power density for AI racks, automotive, and industrial deployme https://slicast.com/zh/article/c8eos3 Slicast zh-cn 2026-09-16T22:07:08.000Z onsemi发布了采用硅片作为嵌入式封装的Embedded Power Platform架构，旨在大幅提升AI服务器机架、汽车及工业部署的功率密度。 https://slicast.com/ko/article/c8eos3 Slicast ko 2026-09-16T22:07:08.000Z 온세미컨덕터는 실리콘 웨이퍼를 임베디드 패키지로 활용하여 AI 랙, 자동차 및 산업용 배포에서 전력 밀도를 극적으로 높이는 임베디드 파워 플랫폼 아키텍처를 공개했다. https://slicast.com/commentary/groq-2026-09-16 Slicast en 2026-09-16T21:52:14.680Z Nvidia-Groq $20B Deal Under DOJ Investigation, September 2026 https://slicast.com/zh/commentary/groq-2026-09-16 Slicast zh-cn 2026-09-16T21:52:14.680Z 英伟达Groq 200亿美元交易遭司法部调查，2026年9月 https://slicast.com/commentary/goodman-2026-09-16 Slicast en 2026-09-16T21:45:03.457Z Goodman Group $455m Hong Kong Data Centre Partnership, September 2026 https://slicast.com/zh/commentary/goodman-2026-09-16 Slicast zh-cn 2026-09-16T21:45:03.457Z 古德曼集团4.55亿美元香港数据中心合伙基金，2026年9月 https://slicast.com/commentary/amd-2026-09-16 Slicast en 2026-09-16T21:39:20.453Z AMD MI355X Benchmarks and Infrastructure Contracts, September 2026 https://slicast.com/zh/commentary/amd-2026-09-16 Slicast zh-cn 2026-09-16T21:39:20.453Z AMD MI355X基准测试与基础设施合同，2026年9月 https://slicast.com/article/1r7v3nj Slicast en 2026-09-16T21:37:05.000Z Nvidia is deploying its GPUzilla initiative to attract neocloud providers by offering smarter, more efficient, and profitable bit barn designs, aiming to secure grid capacity before it erodes core rev https://slicast.com/zh/article/1r7v3nj Slicast zh-cn 2026-09-16T21:37:05.000Z 英伟达正推行GPUzilla计划，通过提供更智能、高效且盈利的数据中心设计吸引新云服务商，旨在电网容量侵蚀核心收入前锁定关键资源。 https://slicast.com/ko/article/1r7v3nj Slicast ko 2026-09-16T21:37:05.000Z 엔비디아는 코어 수익이 침식되기 전에 그리드 용량을 선점하기 위해 더 스마트하고 효율적이며 수익성 있는 비트 창고 설계를 제공하며 네오클라우드 공급업체를 유치하기 위해 GPUzilla 이니셔티브를 전개하고 있다. https://slicast.com/commentary/coreweave-2026-09-16 Slicast en 2026-09-16T21:28:13.922Z CoreWeave Vera Rubin NVL72 Cluster Deployment, September 2026 https://slicast.com/zh/commentary/coreweave-2026-09-16 Slicast zh-cn 2026-09-16T21:28:13.922Z CoreWeave Vera Rubin NVL72集群首次商用部署，2026年9月 https://slicast.com/commentary/nvidia-2026-09-16 Slicast en 2026-09-16T21:17:27.804Z Why Nvidia's AI Energy Management Alliance Signals That Grid Capacity, Not Silicon, Now Constrains AI Scale https://slicast.com/zh/commentary/nvidia-2026-09-16 Slicast zh-cn 2026-09-16T21:17:27.804Z 英伟达AI能源管理联盟：电网容量正取代硅片供给成为AI规模扩张的核心制约，2026年9月 https://slicast.com/article/s77n7g Slicast en 2026-09-16T21:11:00.000Z BIS reportedly plans to impose license requirements on advanced AI chip exports to all global destinations, ushering in an era of "real-time operational constraints" for export controls. https://slicast.com/zh/article/s77n7g Slicast zh-cn 2026-09-16T21:11:00.000Z BIS 据报拟对全球所有出口目的地的先进 AI 芯片设置许可证要求，出口管制进入"实时操作约束"时代 https://slicast.com/ko/article/s77n7g Slicast ko 2026-09-16T21:11:00.000Z BIS가 전 세계 모든 대상지로 향하는 첨단 AI 칩 수출에 대해 라이선스 요건을 부과할 계획이라고 보도되었으며, 이는 수출 통제의 '실시간 운영 제약' 시대를 열게 될 전망이다. https://slicast.com/brief/2026-09-17 Slicast en 2026-09-16T21:10:15.772Z AI Infrastructure Briefing — 2026-09-17 https://slicast.com/zh/brief/2026-09-17 Slicast zh-cn 2026-09-16T21:10:15.772Z AI 基础设施早报 · 2026-09-17 https://slicast.com/ko/brief/2026-09-17 Slicast ko 2026-09-16T21:10:15.772Z AI 인프라 브리핑 · 2026-09-17 https://slicast.com/article/kv1vbu Slicast en 2026-09-16T21:10:00.000Z Big Tech’s 18-month nuclear capacity contracts exceed the US total of the prior 20 years; SMR commercialization enters a critical window. https://slicast.com/zh/article/kv1vbu Slicast zh-cn 2026-09-16T21:10:00.000Z 大科技18个月签约核电容量超美国前20年之和，SMR 商业化进入关键窗口 https://slicast.com/ko/article/kv1vbu Slicast ko 2026-09-16T21:10:00.000Z 빅테크의 18개월 원자력 용량 계약이 미국 전역의 지난 20년 간 총량을 초과했으며, SMR 상용화가 중요한 전환점에 도달했다. https://slicast.com/article/qaflto Slicast en 2026-09-16T21:09:00.000Z US data center power demand surges to 42GW, with 2,300GW of projects stuck in grid interconnection queues; a 7GW compute shortfall hinders $650B capex deployment. https://slicast.com/zh/article/qaflto Slicast zh-cn 2026-09-16T21:09:00.000Z 美国数据中心电力需求飙至42GW，2300GW 项目滞留电网接入队列，7GW 算力缺口拖累6500亿 capex 落地 https://slicast.com/ko/article/qaflto Slicast ko 2026-09-16T21:09:00.000Z 미국 데이터센터 전력 수요가 42GW로 급증했으며, 2,300GW 규모의 프로젝트가 계통 연계 대기열에 묶여 있다. 7GW의 컴퓨팅 부족은 6,500억 달러의 자본 지출 투입을 저해하고 있다. https://slicast.com/article/11tqrhu Slicast en 2026-09-16T21:07:00.000Z AI Infra Summit 2026 concludes in Santa Clara today with NVIDIA's Ian Buck delivering the final keynote address. https://slicast.com/zh/article/11tqrhu Slicast zh-cn 2026-09-16T21:07:00.000Z AI Infra Summit 2026 圣克拉拉今日收官，NVIDIA Ian Buck 发表最终主旨演讲 https://slicast.com/ko/article/11tqrhu Slicast ko 2026-09-16T21:07:00.000Z AI 인프라 서밋 2026이 오늘 산타클라라에서 폐막했으며, NVIDIA의 Ian Buck가 최종 기조연설을 진행했다. https://slicast.com/article/1qbd1ni Slicast en 2026-09-16T21:06:00.000Z NVIDIA reportedly the mysterious tenant of Hut 8's Texas Beacon Point 1GW campus, with a contract value up to $50.2B https://slicast.com/zh/article/1qbd1ni Slicast zh-cn 2026-09-16T21:06:00.000Z NVIDIA 据报为 Hut 8 德州 Beacon Point 1GW 园区神秘租户，合同价值最高 $50.2B https://slicast.com/ko/article/1qbd1ni Slicast ko 2026-09-16T21:06:00.000Z NVIDIA, Hut 8의 텍사스 비콘 포인트 1GW 캠퍼스의 미스터리한 임차자로 확인, 계약 규모 최대 502억 달러 https://slicast.com/article/1ght3tt Slicast en 2026-09-16T21:04:00.000Z CoreWeave Q2 revenue doubled YoY to $2.58B, with backlog exceeding $104B; Nebius posted over 400% revenue growth in the same quarter https://slicast.com/zh/article/1ght3tt Slicast zh-cn 2026-09-16T21:04:00.000Z CoreWeave Q2营收 $2.58B 同比翻倍，合同积压突破 $104B；Nebius 同季营收增速逾400% https://slicast.com/ko/article/1ght3tt Slicast ko 2026-09-16T21:04:00.000Z CoreWeave의 2분기 매출은 전년 대비 2배 증가한 25억 8천만 달러를 기록했으며, 미집행 잔액이 1,040억 달러를 초과했습니다. Nebius도 같은 분기 400% 이상의 매출 성장을 보였습니다. https://slicast.com/article/fiteu3 Slicast en 2026-09-16T21:03:00.000Z NVIDIA Rubin's production is constrained by TSMC N3 and HBM supply, with a 2026 shipment cap of approximately 200,000–300,000 units; Rubin Ultra specifications remain undetermined. https://slicast.com/zh/article/fiteu3 Slicast zh-cn 2026-09-16T21:03:00.000Z NVIDIA Rubin 产能受制于 TSMC N3 与 HBM 供给，2026年出货量上限约20-30万颗，Rubin Ultra 规格仍未定案 https://slicast.com/ko/article/fiteu3 Slicast ko 2026-09-16T21:03:00.000Z 엔비디아 루빈의 생산은 TSMC N3 및 HBM 공급 제약으로 인해 제한되며, 2026년 출하량은 약 20만~30만 대로 한계가 있습니다. 루빈 울트라 사양은 아직 미정입니다. https://slicast.com/article/11p9tg0 Slicast en 2026-09-16T21:02:00.000Z JPMorgan upgrades IREN to Overweight from Underweight, raising PT to $65 from $46; neocloud pricing power is shifting. https://slicast.com/zh/article/11p9tg0 Slicast zh-cn 2026-09-16T21:02:00.000Z JPMorgan 罕见"双升级"IREN：Underweight 直跳 Overweight，目标价 $46→$65，neocloud 定价权正在翻转 https://slicast.com/ko/article/11p9tg0 Slicast ko 2026-09-16T21:02:00.000Z JPMorgan이 IREN을 매도에서 과잉 비중으로 상향 조정하고 목표가를 46달러에서 65달러로 인상했으며, 네오클라우드의 가격 결정력이 변화하고 있다. https://slicast.com/article/q5stog Slicast en 2026-09-16T21:01:00.000Z Alphabet raises 2026 capex guidance to $195-205B; Google Cloud revenue surges 82% YoY; neocloud stocks rally premarket. https://slicast.com/zh/article/q5stog Slicast zh-cn 2026-09-16T21:01:00.000Z Alphabet 上调2026年资本开支至 $195-205B，Google Cloud 单季同比 +82%，neocloud 板块盘前集体反弹 https://slicast.com/ko/article/q5stog Slicast ko 2026-09-16T21:01:00.000Z 알파벳이 2026년 자본지출 가이드라인을 1950억~2050억 달러로 상향 조정했으며, 구글 클라우드 매출은 전년 동기 대비 82% 급증했고, 네오클라우드 주식들은 프리마켓에서 강세를 보였다. https://slicast.com/article/tvc68x Slicast en 2026-09-16T20:47:00.000Z Anthropic has executed its first data center agreement in Australia, securing dedicated facility space at Western Downs Digital Park. https://slicast.com/zh/article/tvc68x Slicast zh-cn 2026-09-16T20:47:00.000Z Anthropic已在澳大利亚Western Downs Digital Park签署其首个数据中心协议，锁定专属设施空间。 https://slicast.com/ko/article/tvc68x Slicast ko 2026-09-16T20:47:00.000Z Anthropic은 호주에서 첫 데이터센터 계약을 체결하고 Western Downs Digital Park 내 전용 시설 공간을 확보했다. https://slicast.com/article/euph9y Slicast en 2026-09-16T20:45:00.000Z The Loudoun County Board of Supervisors has effectively paused certain data center and substation applications pending a formal vote. https://slicast.com/zh/article/euph9y Slicast zh-cn 2026-09-16T20:45:00.000Z Loudoun County Board of Supervisors已暂停部分数据中心和变电站申请，等待正式投票。 https://slicast.com/ko/article/euph9y Slicast ko 2026-09-16T20:45:00.000Z 라우드군 수퍼바이저 위원회는 공식 표결을 기다리며 일부 데이터센터 및 변전소 신청 건을 사실상 보류했다. https://slicast.com/article/1yon7hd Slicast en 2026-09-16T20:35:00.000Z A French company is planning a $7.5 billion AI factory data center in Frankfort. https://slicast.com/zh/article/1yon7hd Slicast zh-cn 2026-09-16T20:35:00.000Z 一家法国公司计划在Frankfort建设一座价值75亿美元的人工智能工厂级数据中心。 https://slicast.com/ko/article/1yon7hd Slicast ko 2026-09-16T20:35:00.000Z 프랑스 기업, 프랑크푸르트에 75억 달러 규모 AI 팩토리 데이터센터 구축 계획 https://slicast.com/article/1xc12ks Slicast en 2026-09-16T20:31:16.000Z Bitdeer (BTDR) has executed a $4.7 billion AI data center deal, reducing its bitcoin holdings to fund the pivot. https://slicast.com/zh/article/1xc12ks Slicast zh-cn 2026-09-16T20:31:16.000Z Bitdeer (BTDR)已达成一项47亿美元的人工智能数据中心交易，减少其比特币持仓以资助转型。 https://slicast.com/ko/article/1xc12ks Slicast ko 2026-09-16T20:31:16.000Z Bitdeer(BTDR)는 비트코인 보유량을 줄여 AI 데이터센터 전환을 자금으로 조달하기 위해 47억 달러 규모의 AI 데이터센터 계약을 체결했다. https://slicast.com/article/tw5fp5 Slicast en 2026-09-16T20:31:08.000Z The US House will vote on legislation aimed at shielding homeowners from rising electricity costs driven by AI data center demand. https://slicast.com/zh/article/tw5fp5 Slicast zh-cn 2026-09-16T20:31:08.000Z 美国众议院将对一项旨在保护房主免受人工智能数据中心需求推高电费影响的法案进行投票。 https://slicast.com/ko/article/tw5fp5 Slicast ko 2026-09-16T20:31:08.000Z 미국 하원은 AI 데이터센터 수요로 인한 상승하는 전기 요금으로부터 주택 소유자를 보호하기 위한 입법에 대한 표결을 진행한다. https://slicast.com/article/1vqdyyx Slicast en 2026-09-16T20:28:58.000Z An Indiana commission has approved $240 million in tax breaks for a new data center project in Indianapolis. https://slicast.com/zh/article/1vqdyyx Slicast zh-cn 2026-09-16T20:28:58.000Z 印第安纳州一个委员会已批准为印第安纳波利斯的一个新数据中心项目提供2.4亿美元的税收减免。 https://slicast.com/ko/article/1vqdyyx Slicast ko 2026-09-16T20:28:58.000Z 인디애나 주 위원회는 인디애나폴리스의 신규 데이터센터 프로젝트에 2억4천만 달러 규모의 세제 혜택을 승인했다. https://slicast.com/article/1eiz4i4 Slicast en 2026-09-16T20:24:04.000Z CoreWeave has successfully brought up a multi-rack NVIDIA Vera Rubin NVL72 cluster at its Livingston facility. https://slicast.com/zh/article/1eiz4i4 Slicast zh-cn 2026-09-16T20:24:04.000Z CoreWeave已在Livingston设施成功上线多机架NVIDIA Vera Rubin NVL72集群。 https://slicast.com/ko/article/1eiz4i4 Slicast ko 2026-09-16T20:24:04.000Z CoreWeave는 Livingston 시설에서 다중 랙 NVIDIA Vera Rubin NVL72 클러스터를 성공적으로 가동했습니다. https://slicast.com/article/o6ss2o Slicast en 2026-09-16T20:00:10.000Z Researchers have proposed a relax-and-round mathematical method to help electrical grids better manage the surging power demand from data centers. https://slicast.com/zh/article/o6ss2o Slicast zh-cn 2026-09-16T20:00:10.000Z 研究人员提出了一种松弛与舍入数学方法，以帮助电网更好地管理数据中心激增的电力需求。 https://slicast.com/ko/article/o6ss2o Slicast ko 2026-09-16T20:00:10.000Z 연구진은 데이터 센터의 급증하는 전력 수요를 전기 그리드가 더 잘 관리할 수 있도록 돕기 위해 이완-라운드(relax-and-round) 수학적 방법을 제안했다. https://slicast.com/article/1x9usju Slicast en 2026-09-16T19:50:46.000Z Blue Energy has submitted the initial construction application for a combined gas-plus-nuclear power project in Texas. https://slicast.com/zh/article/1x9usju Slicast zh-cn 2026-09-16T19:50:46.000Z Blue Energy已提交德克萨斯州一个天然气加核能联合项目的初步施工申请。 https://slicast.com/ko/article/1x9usju Slicast ko 2026-09-16T19:50:46.000Z Blue Energy는 텍사스 내 가스-원자력 복합 발전 프로젝트의 초기 건설 인가를 제출했다. https://slicast.com/article/cmm69b Slicast en 2026-09-16T19:43:00.000Z Intel CEO Lip-Bu Tan is reportedly advancing risk production of the 14A node to Q1 2027 as defect density metrics approach targets. https://slicast.com/zh/article/cmm69b Slicast zh-cn 2026-09-16T19:43:00.000Z 据报道，Intel首席执行官Lip-Bu Tan已将14A节点的风险生产提前至2027年第一季度，缺陷密度指标正接近目标。 https://slicast.com/ko/article/cmm69b Slicast ko 2026-09-16T19:43:00.000Z Intel CEO Lip-Bu Tan은 결함 밀도 지표가 목표에 근접함에 따라 14A 노드의 리스크 생산을 2027년 1분기로 앞당기고 있는 것으로 알려졌다.