https://slicast.com/brief/2026-09-26 Slicast en 2026-09-25T21:23:37.934Z AI Infrastructure Briefing — 2026-09-26 https://slicast.com/zh/brief/2026-09-26 Slicast zh-cn 2026-09-25T21:23:37.934Z AI 基础设施早报 · 2026-09-26 https://slicast.com/ko/brief/2026-09-26 Slicast ko 2026-09-25T21:23:37.934Z AI 인프라 브리핑 · 2026-09-26 https://slicast.com/article/1dby3hk Slicast en 2026-09-25T20:42:26.000Z Applied Digital registers up to $835M in shares for resale to fund new data-center construction. https://slicast.com/zh/article/1dby3hk Slicast zh-cn 2026-09-25T20:42:26.000Z Applied Digital 注册最多 8.35 亿美元股份用于二次发行,融资新数据中心建设。 https://slicast.com/article/1x0qz59 Slicast en 2026-09-25T20:40:47.000Z Huawei and Alibaba announce progress on AI accelerators, cluster interconnect, and storage capabilities. https://slicast.com/zh/article/1x0qz59 Slicast zh-cn 2026-09-25T20:40:47.000Z Huawei 和 Alibaba 宣布在 AI 加速器、集群互连和存储能力方面取得进展。 https://slicast.com/article/wr7y3e Slicast en 2026-09-25T20:37:30.000Z Inter-American Development Bank approves $300M loan for Scala Data Centers' Brazil expansion. https://slicast.com/zh/article/wr7y3e Slicast zh-cn 2026-09-25T20:37:30.000Z 美洲开发银行批准为 Scala Data Centers 巴西扩张提供 3 亿美元贷款。 https://slicast.com/article/r7hrqh Slicast en 2026-09-25T20:36:06.000Z Five GPU infrastructure leases bring Applied Digital's initial-term contracted revenue to $7.1 billion. https://slicast.com/zh/article/r7hrqh Slicast zh-cn 2026-09-25T20:36:06.000Z 五份 GPU 基础设施租赁合同使 Applied Digital 初期合同收入达 71 亿美元。 https://slicast.com/article/tgcf0b Slicast en 2026-09-25T19:30:00.000Z No AI chip negotiations with China are proceeding; US export control policy remains firm. https://slicast.com/zh/article/tgcf0b Slicast zh-cn 2026-09-25T19:30:00.000Z 美国暂停与中国进行 AI 芯片谈判,出口管制政策保持严格。 https://slicast.com/article/3sva76 Slicast en 2026-09-25T19:26:34.000Z US federal government commits $1.9 billion in grid upgrades expected to unlock at least 23 gigawatts of additional capacity for data-center demand. https://slicast.com/zh/article/3sva76 Slicast zh-cn 2026-09-25T19:26:34.000Z 美国联邦政府投入 19 亿美元用于电网升级,预计为数据中心需求增加至少 23 吉瓦产能。 https://slicast.com/article/skewj8 Slicast en 2026-09-25T19:04:00.000Z Bloom Energy surges on S&P 500 inclusion and accelerating AI power deals with hyperscalers. https://slicast.com/zh/article/skewj8 Slicast zh-cn 2026-09-25T19:04:00.000Z Bloom Energy 因纳入标普 500 和与超大规模厂商达成 AI 电力交易而股价飙升。 https://slicast.com/article/w51auq Slicast en 2026-09-25T19:00:00.000Z A$1.1 billion AI data-center project in Melbourne faces community opposition and grid stress amid Australian power constraints. https://slicast.com/zh/article/w51auq Slicast zh-cn 2026-09-25T19:00:00.000Z 澳洲墨尔本 11 亿澳元 AI 数据中心项目遭遇社区反对和电网压力。 https://slicast.com/article/1tkbtup Slicast en 2026-09-25T18:40:00.000Z Microsoft Quantum opens a research center in Maryland to support DARPA quantum computing testing. https://slicast.com/zh/article/1tkbtup Slicast zh-cn 2026-09-25T18:40:00.000Z Microsoft Quantum 在 Maryland 开设研究中心,支持 DARPA 量子计算测试。 https://slicast.com/article/1gh8150 Slicast en 2026-09-25T18:31:32.000Z Texas governor orders a halt to data-center permitting pending state agency audits of previous approvals. https://slicast.com/zh/article/1gh8150 Slicast zh-cn 2026-09-25T18:31:32.000Z Texas 州长下令暂停数据中心许可审批,待州机构对之前批准项目进行审计。 https://slicast.com/article/1vwxiuu Slicast en 2026-09-25T18:30:34.000Z IREN (bitcoin miner) repositions as an AI/HPC compute provider; analysts see 82% upside potential. https://slicast.com/zh/article/1vwxiuu Slicast zh-cn 2026-09-25T18:30:34.000Z IREN (比特币矿工)重新定位为 AI/HPC 计算提供商,分析师看到 82% 的上升空间。 https://slicast.com/article/axxurm Slicast en 2026-09-25T18:02:25.000Z Fervo Energy (Google-backed) brings 33 MW of geothermal online in Utah, targeting 100 MW by year-end and 500 MW by 2028. https://slicast.com/zh/article/axxurm Slicast zh-cn 2026-09-25T18:02:25.000Z Google 支持的 Fervo Energy 在 Utah 上线 33 兆瓦地热电源,目标为年底达 100 兆瓦,2028 年达 500 兆瓦。 https://slicast.com/article/dnynr8 Slicast en 2026-09-25T17:54:55.000Z Oracle invokes force majeure on 'Project Jupiter' AI data-center build, citing unforeseen obstacles. https://slicast.com/zh/article/dnynr8 Slicast zh-cn 2026-09-25T17:54:55.000Z Oracle 以不可抗力为由暂停 'Project Jupiter' AI 数据中心项目。 https://slicast.com/article/nz5c9h Slicast en 2026-09-25T17:42:18.000Z US states adopt large-load tariffs and other measures to curb speculative data-center projects amid local backlash. https://slicast.com/zh/article/nz5c9h Slicast zh-cn 2026-09-25T17:42:18.000Z 美国各州采取大用电量关税和其他措施以制止投机性数据中心项目,遭遇当地反对。 https://slicast.com/article/fwri69 Slicast en 2026-09-25T17:36:03.000Z Oracle's AI campus integrates Bloom Energy fuel cells for on-site power generation. https://slicast.com/zh/article/fwri69 Slicast zh-cn 2026-09-25T17:36:03.000Z Oracle 的 AI 校园集成 Bloom Energy 燃料电池进行现场发电。 https://slicast.com/article/r7trm9 Slicast en 2026-09-25T17:25:35.000Z Google is integrating low-voltage DC (LVDC) power systems, battery energy storage systems (BESS), and liquid cooling across its AI data center portfolio to shift from backup power to active grid partn https://slicast.com/zh/article/r7trm9 Slicast zh-cn 2026-09-25T17:25:35.000Z 谷歌在其AI数据中心投资组合中集成低压直流电（LVDC）电力系统、电池储能系统（BESS）和液体冷却技术，从备用电源转向主动电网合作伙伴角色。 https://slicast.com/article/13cy61f Slicast en 2026-09-25T16:55:00.000Z Oracle has reaffirmed its 2.4 GW fuel cell power purchase commitment from Bloom Energy despite a previously issued force majeure notice. https://slicast.com/zh/article/13cy61f Slicast zh-cn 2026-09-25T16:55:00.000Z 尽管之前发出了不可抗力通知，甲骨文已证实其与Bloom Energy的2.4 GW燃料电池购电承诺。 https://slicast.com/article/jihl4l Slicast en 2026-09-25T16:43:33.000Z NetApp is acquiring Peak:AIO to integrate metadata innovation and parallel NFS capabilities into its ONTAP storage platform for AI cloud workloads. https://slicast.com/zh/article/jihl4l Slicast zh-cn 2026-09-25T16:43:33.000Z NetApp正在收购Peak:AIO公司，将元数据创新和并行NFS功能集成到其ONTAP存储平台中以支持AI云工作负载。 https://slicast.com/article/fs9kjf Slicast en 2026-09-25T16:31:09.000Z Infineon is repositioning its portfolio for AI power applications, leveraging its Bangkok fab capacity and striking a deal with Winbond to accelerate AI-focused chip production. https://slicast.com/zh/article/fs9kjf Slicast zh-cn 2026-09-25T16:31:09.000Z 英飞凌正在重新调整其产品组合以支持AI电源应用，利用其曼谷晶圆厂产能，并与华邦电子达成协议以加快AI芯片生产。 https://slicast.com/article/3ud1by Slicast en 2026-09-25T16:17:14.000Z Elon Musk's xAI has announced a roadmap to 1.44 million GPU capacity following recent deployments of 660,000 NVIDIA Blackwell GPUs. https://slicast.com/zh/article/3ud1by Slicast zh-cn 2026-09-25T16:17:14.000Z 埃隆·马斯克的xAI在部署660,000块英伟达Blackwell GPU后宣布了到达144万GPU产能的路线图。 https://slicast.com/article/11xt7dg Slicast en 2026-09-25T16:16:04.000Z U.S. Senate Democrats have blocked a bill that would have insulated residential customers from increases in electricity costs driven by data center demand. https://slicast.com/zh/article/11xt7dg Slicast zh-cn 2026-09-25T16:16:04.000Z 美国参议院民主党人士阻止了一项法案，该法案本应保护住宅用户免受数据中心需求驱动的电费上涨影响。 https://slicast.com/article/17c0r27 Slicast en 2026-09-25T16:14:33.000Z The Electric Reliability Council of Texas (ERCOT) forecasts a significant surge in power demand through the 2030s as data center growth accelerates across Texas. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-09-25T16:14:33.000Z 德州电力可靠性委员会（ERCOT）预测随着德州数据中心增长加速，2030年代电力需求将出现显著激增。 https://slicast.com/article/h210sh Slicast en 2026-09-25T16:03:55.000Z Australian telecom Vocus is building a 4,000-kilometer fiber link between Brisbane and Darwin to serve hyperscaler, neocloud, and enterprise demand. https://slicast.com/zh/article/h210sh Slicast zh-cn 2026-09-25T16:03:55.000Z 澳大利亚电信公司Vocus正在建设一条4,000公里的光纤链路，连接布里斯班和达尔文，以服务超大规模、新云和企业客户。 https://slicast.com/article/9ipcn8 Slicast en 2026-09-25T16:00:00.000Z China's Xi Jinping has publicly acknowledged AI risks while the U.S. under Trump is downplaying AI regulation, signaling divergent export-control stances on AI chips. https://slicast.com/zh/article/9ipcn8 Slicast zh-cn 2026-09-25T16:00:00.000Z 中国的习近平公开承认AI风险，而美国特朗普政府则淡化AI监管，对AI芯片出口管制立场出现分歧。 https://slicast.com/article/9s5xgf Slicast en 2026-09-25T15:56:38.000Z Swiss Re and the London Stock Exchange have identified AI infrastructure and supply chains as emerging systemic risks to the financial system. https://slicast.com/zh/article/9s5xgf Slicast zh-cn 2026-09-25T15:56:38.000Z 瑞士再保险和伦敦证券交易所已将AI基础设施和供应链确定为金融系统的新兴系统性风险。 https://slicast.com/article/h0tyba Slicast en 2026-09-25T15:55:08.000Z The Stargate AI data center project, part of Trump's $18 billion infrastructure initiative, is reportedly facing severe execution and financial challenges. https://slicast.com/zh/article/h0tyba Slicast zh-cn 2026-09-25T15:55:08.000Z 特朗普$18亿基础设施举措的一部分Stargate AI数据中心项目据报道面临严重的执行和财务挑战。 https://slicast.com/article/bocosb Slicast en 2026-09-25T15:47:14.000Z Goldman Sachs forecasts AI infrastructure spending will climb toward $1.1 trillion annually, even as valuations of pure-play AI infrastructure companies are compressing. https://slicast.com/zh/article/bocosb Slicast zh-cn 2026-09-25T15:47:14.000Z 高盛预测AI基础设施支出将攀升至每年接近1.1万亿美元，同时纯粹AI基础设施公司的估值在压缩。 https://slicast.com/article/152qxcn Slicast en 2026-09-25T15:44:40.000Z Oracle has issued a force majeure notice on its power supply commitment for Project Jupiter, Stargate's AI data center in New Mexico. https://slicast.com/zh/article/152qxcn Slicast zh-cn 2026-09-25T15:44:40.000Z 甲骨文已对其Stargate关键项目Project Jupiter新墨西哥州数据中心的电源供应承诺发布了不可抗力通知。 https://slicast.com/article/v12k5f Slicast en 2026-09-25T15:40:00.000Z SpaceX's Colossus 2 AI data center will receive 220,000 NVIDIA GB300 GPUs next week, with two additional tranches of the same quantity arriving later this year, totaling approximately 660,000 new GPUs https://slicast.com/zh/article/v12k5f Slicast zh-cn 2026-09-25T15:40:00.000Z SpaceX的Colossus 2 AI数据中心将于下周接收220,000个英伟达GB300 GPU，今年稍后再接收两批相同数量，总计约660,000个新GPU。 https://slicast.com/article/shm9bl Slicast en 2026-09-25T15:34:00.000Z Nscale, an AI cloud and data center company, raised $3.36 billion ahead of its initial public offering following disclosure of its IPO prospectus. https://slicast.com/zh/article/shm9bl Slicast zh-cn 2026-09-25T15:34:00.000Z AI云计算和数据中心公司Nscale在披露IPO招股说明书后融资33.6亿美元，为其上市前做准备。 https://slicast.com/article/t5swqt Slicast en 2026-09-25T15:32:00.000Z Micas expands its Malaysian manufacturing facility to increase production of AI networking optics and silicon components. https://slicast.com/zh/article/t5swqt Slicast zh-cn 2026-09-25T15:32:00.000Z Micas扩展其马来西亚制造设施，增加AI网络光学和硅元件的生产。 https://slicast.com/article/1kq9hri Slicast en 2026-09-25T15:23:37.000Z Vsora, a European AI chip startup focused on inference, positions itself as 'the European Nvidia for AI inference.' https://slicast.com/zh/article/1kq9hri Slicast zh-cn 2026-09-25T15:23:37.000Z 专注于推理的欧洲AI芯片初创公司Vsora宣称自己是'AI推理领域的欧洲英伟达'。 https://slicast.com/article/uhqolp Slicast en 2026-09-25T15:08:00.000Z Meta's AI agent Muse achieves 100x cost efficiency advantage for recommender-feed workloads compared to generative chat on equivalent infrastructure. https://slicast.com/zh/article/uhqolp Slicast zh-cn 2026-09-25T15:08:00.000Z Meta的AI代理Muse在推荐系统工作负载上相比生成式聊天实现100倍的成本效率优势。 https://slicast.com/article/1tjb72o Slicast en 2026-09-25T15:04:59.000Z SpaceX will deploy five giant AI data centers by end of 2026, achieving serial manufacturing throughput of 450 MW per month across its data center fabrication process. https://slicast.com/zh/article/1tjb72o Slicast zh-cn 2026-09-25T15:04:59.000Z SpaceX将在2026年底前部署五个巨型AI数据中心，其数据中心制造工艺达到450 MW/月的连续制造产量。 https://slicast.com/article/1jwb2n3 Slicast en 2026-09-25T15:04:00.000Z US technology giants are driving a European nuclear power revival by signing long-term power purchase agreements with nuclear operators. https://slicast.com/zh/article/1jwb2n3 Slicast zh-cn 2026-09-25T15:04:00.000Z 美国科技巨头通过与核电运营商签订长期购电协议，推动欧洲核电复兴。 https://slicast.com/article/12c2u3b Slicast en 2026-09-25T15:02:00.000Z DensityAI, a chip startup founded by former Tesla Dojo engineers, achieved a $10 billion valuation and has raised hundreds of millions for development of an accelerator with 3D DRAM stacking. https://slicast.com/zh/article/12c2u3b Slicast zh-cn 2026-09-25T15:02:00.000Z 由前Tesla Dojo工程师创立的芯片初创公司DensityAI达到100亿美元估值，融资数亿美元用于开发具有3D DRAM堆叠的加速器。 https://slicast.com/article/1u83848 Slicast en 2026-09-25T15:01:28.000Z Supermicro's NVIDIA Vera Rubin NVL72 GPU systems are now shipping with 1.8 MW in-row liquid cooling and a 1,152-GPU scalable unit. https://slicast.com/zh/article/1u83848 Slicast zh-cn 2026-09-25T15:01:28.000Z 超微的英伟达Vera Rubin NVL72 GPU系统现已交付，配备1.8 MW行内液冷和1,152个GPU的可扩展单元。 https://slicast.com/article/1smptn7 Slicast en 2026-09-25T15:00:22.000Z Tower Semiconductor is investing $4 billion to establish a major optical connectivity hub in Japan, targeting 40x output growth by 2029 compared to 2025 levels. https://slicast.com/zh/article/1smptn7 Slicast zh-cn 2026-09-25T15:00:22.000Z Tower Semiconductor投资40亿美元在日本建立主要光学互联中枢，目标到2029年相比2025年产量增长40倍。 https://slicast.com/article/wn6iyu Slicast en 2026-09-25T14:58:57.000Z OpenAI's Stargate infrastructure project implements a 'dumb' network architecture, simplifying backbone routing to prioritize GPU cluster performance. https://slicast.com/zh/article/wn6iyu Slicast zh-cn 2026-09-25T14:58:57.000Z OpenAI的Stargate基础设施项目实施'哑'网络架构，简化主干路由以优先考虑GPU集群性能。 https://slicast.com/article/128vyiu Slicast en 2026-09-25T14:58:00.000Z Analyst Chris Wood highlights $990 billion in planned hyperscaler capex spend, flagging AI infrastructure investment risk. https://slicast.com/zh/article/128vyiu Slicast zh-cn 2026-09-25T14:58:00.000Z 分析师Chris Wood指出超大规模云计算公司计划支出9900亿美元，标记AI基础设施投资风险。 https://slicast.com/article/8r6or3 Slicast en 2026-09-25T14:56:36.000Z Meta's Muse AI agent runs on AMD EPYC Turin processors, with each user receiving a private sandbox environment provisioned with two vCPUs and 8GB memory. https://slicast.com/zh/article/8r6or3 Slicast zh-cn 2026-09-25T14:56:36.000Z Meta的Muse AI代理运行在AMD EPYC Turin处理器上，每个用户获得一个配置有两个vCPU和8GB内存的私有沙箱环境。 https://slicast.com/article/1mtx3ww Slicast en 2026-09-25T14:49:47.000Z CleanSpark, a bitcoin mining company, raised $2.3 billion as miners pivot their infrastructure and capital toward AI and high-performance computing. https://slicast.com/zh/article/1mtx3ww Slicast zh-cn 2026-09-25T14:49:47.000Z 比特币挖矿公司CleanSpark融资23亿美元，矿工将基础设施和资本转向AI和高性能计算。 https://slicast.com/article/1co386s Slicast en 2026-09-25T14:42:58.000Z Noctua and Forced Physics are exploring dense micro-channel air cooling capable of dissipating 2,000 watts without high noise levels. https://slicast.com/zh/article/1co386s Slicast zh-cn 2026-09-25T14:42:58.000Z Noctua和Forced Physics正在研究密集微通道空气冷却，能够在无高噪音水平下散热2000瓦。 https://slicast.com/article/1v1yx3m Slicast en 2026-09-25T14:17:10.000Z NetApp announced its acquisition of PEAK to expand artificial intelligence storage infrastructure capabilities. https://slicast.com/zh/article/1v1yx3m Slicast zh-cn 2026-09-25T14:17:10.000Z NetApp宣布收购PEAK以扩展人工智能存储基础设施能力。 https://slicast.com/article/5p9g04 Slicast en 2026-09-25T14:09:00.000Z Applied Digital secured $36 billion in contracted lease agreements, expanding capacity for AI data-center infrastructure. https://slicast.com/zh/article/5p9g04 Slicast zh-cn 2026-09-25T14:09:00.000Z Applied Digital获得360亿美元的长期租赁合同承诺，扩展其AI数据中心基础设施容量。 https://slicast.com/article/d68kdo Slicast en 2026-09-25T14:00:39.000Z South Korea revised its cloud security framework to improve compatibility with US AI infrastructure security requirements. https://slicast.com/zh/article/d68kdo Slicast zh-cn 2026-09-25T14:00:39.000Z 韩国修订了云安全框架，以改进与美国AI基础设施安全要求的兼容性。 https://slicast.com/article/1n9um26 Slicast en 2026-09-25T13:53:56.000Z Bloom Energy, a fuel-cell power supplier, faces timeline risks on Project Jupiter, a major AI data-center power initiative. https://slicast.com/zh/article/1n9um26 Slicast zh-cn 2026-09-25T13:53:56.000Z 燃料电池供应商Bloom Energy在Project Jupiter大型AI数据中心电力项目中面临时间表风险。 https://slicast.com/article/1a1orar Slicast en 2026-09-25T13:52:30.000Z CleanMax's AI and data-center power portfolio expanded 10-fold over two years, driven by hyperscaler demand for renewable energy. https://slicast.com/zh/article/1a1orar Slicast zh-cn 2026-09-25T13:52:30.000Z CleanMax的AI和数据中心电力组合在两年内扩展了10倍，由超级云计算公司对可再生能源的需求驱动。 https://slicast.com/article/w97a12 Slicast en 2026-09-25T13:46:29.000Z FERC rejected Oklo's complaint seeking to reinstate a 750-MW mixed-technology power project in Virginia to PJM's interconnection study cycle, delaying it by at least 14 months. https://slicast.com/zh/article/w97a12 Slicast zh-cn 2026-09-25T13:46:29.000Z FERC拒绝了Oklo将其750-MW混合技术电力项目重新纳入PJM互联研究周期的投诉，导致至少14个月的延迟。 https://slicast.com/article/81anjt Slicast en 2026-09-25T13:45:00.000Z Norwegian power producers report growing interest from data-center operators seeking long-term power-purchase agreements and renewable energy contracts. https://slicast.com/zh/article/81anjt Slicast zh-cn 2026-09-25T13:45:00.000Z 挪威电力生产商报告来自数据中心运营商的兴趣不断增长，寻求长期购电协议和可再生能源合同。 https://slicast.com/article/1i0ikla Slicast en 2026-09-25T13:44:00.000Z Maryland's governor chose regulated standards for new data-center development rather than a blanket moratorium, allowing projects to proceed with compliance requirements. https://slicast.com/zh/article/1i0ikla Slicast zh-cn 2026-09-25T13:44:00.000Z 马里兰州州长选择了新的数据中心开发标准而非全面禁令，允许项目在合规要求下进行。 https://slicast.com/article/jkp63y Slicast en 2026-09-25T13:43:27.000Z Analyst commentary suggests HBM (high-bandwidth memory) demand and NAND pricing will define Micron's memory-chip business cycle. https://slicast.com/zh/article/jkp63y Slicast zh-cn 2026-09-25T13:43:27.000Z 分析师评论表明HBM（高带宽内存）需求和NAND定价将定义Micron的内存芯片周期。 https://slicast.com/article/svs0ge Slicast en 2026-09-25T13:41:47.000Z Elon Musk announced that xAI's Colossus 2 could more than double Nvidia chip count by year-end, signaling major capacity expansion. https://slicast.com/zh/article/svs0ge Slicast zh-cn 2026-09-25T13:41:47.000Z 埃隆·马斯克宣布xAI的Colossus 2 Nvidia芯片数量有望翻倍，年底前完成，标志重大产能扩张。 https://slicast.com/article/kr60g3 Slicast en 2026-09-25T13:37:09.000Z Nscale secured $3.36 billion in pre-IPO convertible notes to expand its AI cloud and compute infrastructure offerings. https://slicast.com/zh/article/kr60g3 Slicast zh-cn 2026-09-25T13:37:09.000Z Nscale通过上市前融资获得33.6亿美元的可转换债券，用于扩展其AI云和计算基础设施产品。 https://slicast.com/article/gpa55k Slicast en 2026-09-25T13:37:00.000Z Zeo Energy and Ewyze formed a partnership to provide power infrastructure for AI data-center expansion. https://slicast.com/zh/article/gpa55k Slicast zh-cn 2026-09-25T13:37:00.000Z Zeo Energy和Ewyze合作为AI数据中心扩展提供电力基础设施。 https://slicast.com/article/1tze7i0 Slicast en 2026-09-25T13:34:46.000Z 英伟达 launched the DSX Ready qualification program to certify power and cooling products meeting 英伟达's AI Factory specifications. https://slicast.com/zh/article/1tze7i0 Slicast zh-cn 2026-09-25T13:34:46.000Z 英伟达推出DSX Ready资格认证计划，以认证符合英伟达AI Factory规范的电力和冷却产品。 https://slicast.com/article/1rzq6yn Slicast en 2026-09-25T13:28:23.000Z Oracle invoked force majeure clauses on data-center delivery contracts, creating uncertainty in financing sentiment for AI infrastructure projects. https://slicast.com/zh/article/1rzq6yn Slicast zh-cn 2026-09-25T13:28:23.000Z Oracle在数据中心交付合同中援引不可抗力条款，对AI基础设施项目融资情绪造成不确定性。 https://slicast.com/article/13e66dq Slicast en 2026-09-25T13:27:39.000Z NetApp announced acquisition of PEAK:AIO to address AI data-center storage bottlenecks and enhance its infrastructure portfolio. https://slicast.com/zh/article/13e66dq Slicast zh-cn 2026-09-25T13:27:39.000Z NetApp宣布收购PEAK:AIO以应对AI数据中心存储瓶颈，加强其基础设施产品组合。 https://slicast.com/article/6pdeq5 Slicast en 2026-09-25T13:27:26.000Z Elon Musk announced that xAI's Colossus 2 cluster could add more than double the current 英伟达 chip count by end of 2026. https://slicast.com/zh/article/6pdeq5 Slicast zh-cn 2026-09-25T13:27:26.000Z Elon Musk宣布xAI的Colossus 2集群可能在2026年底前将当前英伟达芯片数量增加一倍多。 https://slicast.com/article/c4xgg2 Slicast en 2026-09-25T13:24:39.000Z Super Micro Computer is ramping shipments of servers equipped with 英伟达's Vera Rubin GPU processors, demonstrating production scaling for high-density AI clusters. https://slicast.com/zh/article/c4xgg2 Slicast zh-cn 2026-09-25T13:24:39.000Z Super Micro Computer正在提升配备英伟达Vera Rubin GPU处理器的服务器出货量，展示了高密度AI集群的产能扩展。 https://slicast.com/article/z0ao0n Slicast en 2026-09-25T13:19:07.000Z Google's stock declined as investors questioned the return on investment and capital-expenditure requirements for TPU development and deployment. https://slicast.com/zh/article/z0ao0n Slicast zh-cn 2026-09-25T13:19:07.000Z 投资者对谷歌TPU（张量处理单元）开发和部署的投资回报率和资本支出要求提出质疑，导致谷歌股票下跌。 https://slicast.com/article/1h05nm8 Slicast en 2026-09-25T13:16:00.000Z Cipher Digital's Barber Lake lease extension lifted its contracted revenue past $9 billion; TeraWulf and Applied Digital stock also gained. https://slicast.com/zh/article/1h05nm8 Slicast zh-cn 2026-09-25T13:16:00.000Z Cipher Digital的Barber Lake租赁期限延长将其合约收入提升至90亿美元以上；TeraWulf和Applied Digital股票也随之上涨。 https://slicast.com/article/1pv51p7 Slicast en 2026-09-25T13:15:29.000Z Atlas Energy announced power-supply agreements to support AI data-center expansion. https://slicast.com/zh/article/1pv51p7 Slicast zh-cn 2026-09-25T13:15:29.000Z Atlas Energy宣布了支持AI数据中心扩展的电力供应协议。 https://slicast.com/article/1n63mrq Slicast en 2026-09-25T13:14:44.000Z Oracle's stock declined amid concerns over delays to its AI data-center projects and capacity expansion timelines. https://slicast.com/zh/article/1n63mrq Slicast zh-cn 2026-09-25T13:14:44.000Z 由于对其AI数据中心项目延迟和容量扩展时间表的担忧，Oracle股票下跌。 https://slicast.com/article/79c2ns Slicast en 2026-09-25T13:12:00.000Z Northern Virginia's Prince William County cut its 'by right' overlay district for digital infrastructure projects by two-thirds, tightening permitting requirements. https://slicast.com/zh/article/79c2ns Slicast zh-cn 2026-09-25T13:12:00.000Z 北弗吉尼亚州威廉王子县将数字基础设施项目的'按权利'覆盖区削减了三分之二，收紧了许可要求。 https://slicast.com/article/1kvsaul Slicast en 2026-09-25T13:09:13.000Z Keppel (Singapore's leading data-center REIT) and StarHub confirmed negotiations over an M1 deal, potentially consolidating data-center assets in Southeast Asia. https://slicast.com/zh/article/1kvsaul Slicast zh-cn 2026-09-25T13:09:13.000Z Keppel（新加坡领先的数据中心房地产投资信托基金）和StarHub确认了关于M1交易的谈判，可能在东南亚巩固数据中心资产。 https://slicast.com/article/wxsuvp Slicast en 2026-09-25T13:06:00.000Z Thailand is expected to finalize new data center regulations by mid-October that will classify hyperscale facilities with more than 100MW capacity. https://slicast.com/zh/article/wxsuvp Slicast zh-cn 2026-09-25T13:06:00.000Z 泰国预计在10月中旬确定新的数据中心监管规则，将把超过100MW容量的超大规模设施纳入分类。 https://slicast.com/article/chp9eb Slicast en 2026-09-25T13:00:00.000Z Texas has frozen data center permits until the conclusion of its electrical grid audit. https://slicast.com/zh/article/chp9eb Slicast zh-cn 2026-09-25T13:00:00.000Z 德克萨斯州已冻结数据中心许可，直到其电力网审计完成。 https://slicast.com/article/b4hfyh Slicast en 2026-09-25T13:00:00.000Z NetApp announces intent to acquire PEAK:AIO, a platform for scalable AI infrastructure architecture. https://slicast.com/zh/article/b4hfyh Slicast zh-cn 2026-09-25T13:00:00.000Z NetApp宣布收购PEAK:AIO，该平台用于可扩展的AI基础设施架构。 https://slicast.com/article/4hfv76 Slicast en 2026-09-25T12:35:00.000Z Cipher Mining extends its Barber Lake facility lease to 20 years with contracted revenue exceeding $9 billion. https://slicast.com/zh/article/4hfv76 Slicast zh-cn 2026-09-25T12:35:00.000Z Cipher Mining将其Barber Lake设施租赁延期至20年，合约收入超过90亿美元。 https://slicast.com/article/1dowq62 Slicast en 2026-09-25T12:33:28.000Z Colorado is investing $2 billion in power grid upgrades to prevent blackouts and address growing data center power demands. https://slicast.com/zh/article/1dowq62 Slicast zh-cn 2026-09-25T12:33:28.000Z 科罗拉多州投资20亿美元进行电力网升级，以防止停电并应对日益增长的数据中心电力需求。 https://slicast.com/article/1l6xvy0 Slicast en 2026-09-25T12:33:06.000Z Goldman Sachs projects AI capital expenditures will reach $1.2 trillion by 2027, reflecting accelerating hyperscaler investment in compute infrastructure. https://slicast.com/zh/article/1l6xvy0 Slicast zh-cn 2026-09-25T12:33:06.000Z 高盛预计AI资本支出将在2027年前达到1.2万亿美元，反映超大规模云服务商在计算基础设施上的加速投资。 https://slicast.com/article/1cqye4i Slicast en 2026-09-25T12:30:17.000Z China has surpassed the United States as the top workplace destination for elite AI researchers, according to a recent study. https://slicast.com/zh/article/1cqye4i Slicast zh-cn 2026-09-25T12:30:17.000Z 一项研究表明，中国已超越美国，成为精英AI研究人员最首选的工作地点。 https://slicast.com/article/1vmu5u Slicast en 2026-09-25T12:30:00.000Z Brightray signs a prefabricated module sales framework agreement for a planned 40MW AI data center project in Macao. https://slicast.com/zh/article/1vmu5u Slicast zh-cn 2026-09-25T12:30:00.000Z Brightray签署预制模块销售框架协议，用于计划中的澳门40MW AI数据中心项目。 https://slicast.com/article/sw9p6y Slicast en 2026-09-25T12:25:00.000Z Bitcoin's price has topped its mining cost for the first time in 280 days, with JPMorgan noting easing miner selling pressure. https://slicast.com/zh/article/sw9p6y Slicast zh-cn 2026-09-25T12:25:00.000Z 比特币价格首次在280天内超过挖矿成本，摩根大通注意到矿商抛售压力缓解。 https://slicast.com/article/1lheb1h Slicast en 2026-09-25T12:03:24.000Z The NSA and other US government agencies are spending billions on computing power to test advanced AI models, with costs rising sharply across public and private institutions. https://slicast.com/zh/article/1lheb1h Slicast zh-cn 2026-09-25T12:03:24.000Z 美国国家安全局和其他政府机构正在花费数十亿美元购买计算能力以测试先进AI模型，成本在公共和私人机构中急剧上升。 https://slicast.com/article/1wzzidy Slicast en 2026-09-25T12:03:24.000Z Huawei introduces OceanStor M900 context memory storage system designed to accelerate AI inference workloads in hyperscale data centers. https://slicast.com/zh/article/1wzzidy Slicast zh-cn 2026-09-25T12:03:24.000Z 华为推出OceanStor M900上下文内存存储系统，用于在超大规模数据中心加速AI推理工作负载。 https://slicast.com/article/1fv1wqb Slicast en 2026-09-25T12:00:00.000Z Intel claims its 14A process node will deliver performance within 5% of TSMC's A14 technology, addressing competitive gaps in advanced chip manufacturing. https://slicast.com/zh/article/1fv1wqb Slicast zh-cn 2026-09-25T12:00:00.000Z 英特尔声称其14A工艺节点将实现与台积电A14技术相当的性能，相差在5%以内。 https://slicast.com/article/1mzun8r Slicast en 2026-09-25T11:58:00.000Z Google is launching the first test of Project Suncatcher, an orbital data center prototype, next week. https://slicast.com/zh/article/1mzun8r Slicast zh-cn 2026-09-25T11:58:00.000Z 谷歌将于下周启动Project Suncatcher的首次测试，这是一个轨道数据中心原型。 https://slicast.com/article/h944us Slicast en 2026-09-25T11:00:53.000Z Oracle issued a force majeure notice over its planned New Mexico Stargate data center, citing unforeseen circumstances affecting the multi-hyperscaler project. https://slicast.com/zh/article/h944us Slicast zh-cn 2026-09-25T11:00:53.000Z Oracle 对其计划的新墨西哥州 Stargate 数据中心项目发布不可抗力通知，称因不可预见情况影响该多超大规模云服务商项目。 https://slicast.com/article/9uvvyo Slicast en 2026-09-25T10:43:15.000Z Anthropic signed a seven-year, $11.6 billion cloud infrastructure deal with Akamai Technologies, bringing total compute commitments to $517 billion in 11 months. https://slicast.com/zh/article/9uvvyo Slicast zh-cn 2026-09-25T10:43:15.000Z Anthropic与Akamai Technologies签署七年期$11.6 billion云基础设施交易，11个月内总算力承诺达$517 billion。 https://slicast.com/commentary/xai-2026-09-24 Slicast en 2026-09-24T21:52:00.230Z xAI Colossus Memphis Build-Out: Execution Speed and Structural Risk, September 2026 https://slicast.com/zh/commentary/xai-2026-09-24 Slicast zh-cn 2026-09-24T21:52:00.230Z xAI Colossus孟菲斯数据中心：执行速度与结构性风险，2026年9月 https://slicast.com/commentary/bloom-energy-2026-09-24 Slicast en 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power: Diverging AI Data-Centre Power Fortunes, September 2026 https://slicast.com/zh/commentary/bloom-energy-2026-09-24 Slicast zh-cn 2026-09-24T21:45:06.126Z Bloom Energy vs Plug Power：AI数据中心电力赛道的分化，2026年9月 https://slicast.com/commentary/oracle-2026-09-24 Slicast en 2026-09-24T21:35:49.412Z Oracle Stargate Force Majeure, September 2026: Power Grid Delays Stall New Mexico Data Center https://slicast.com/zh/commentary/oracle-2026-09-24 Slicast zh-cn 2026-09-24T21:35:49.412Z 甲骨文Stargate数据中心不可抗力，2026年9月：电力延误叫停新墨西哥建设 https://slicast.com/commentary/coreweave-2026-09-24 Slicast en 2026-09-24T21:28:03.633Z CoreWeave CRWV: $12 Billion OpenAI Compute Deal and the Leverage Question, September 2026 https://slicast.com/zh/commentary/coreweave-2026-09-24 Slicast zh-cn 2026-09-24T21:28:03.633Z CoreWeave（CRWV）：120亿美元OpenAI算力协议与杠杆争议，2026年9月 https://slicast.com/brief/2026-09-25 Slicast en 2026-09-24T21:18:55.104Z AI Infrastructure Briefing — 2026-09-25 https://slicast.com/zh/brief/2026-09-25 Slicast zh-cn 2026-09-24T21:18:55.104Z AI 基础设施早报 · 2026-09-25 https://slicast.com/ko/brief/2026-09-25 Slicast ko 2026-09-24T21:18:55.104Z AI 인프라 브리핑 · 2026-09-25 https://slicast.com/article/b9afkr Slicast en 2026-09-24T20:42:16.000Z UL Solutions has launched certification standards for power supply units designed for AI data centers, setting new reliability benchmarks for critical power infrastructure. https://slicast.com/zh/article/b9afkr Slicast zh-cn 2026-09-24T20:42:16.000Z UL Solutions推出了针对AI数据中心电源单元的认证标准，为关键电力基础设施设定了新的可靠性基准。 https://slicast.com/article/aq0yad Slicast en 2026-09-24T20:21:49.000Z Fitch has assigned expected ratings to Switch's asset-backed securitization of data center revenue, enabling the company to refinance and expand through capital markets. https://slicast.com/zh/article/aq0yad Slicast zh-cn 2026-09-24T20:21:49.000Z 惠誉对Switch的数据中心收入资产支持证券化分配了预期评级，使公司能够通过资本市场进行再融资和扩展。 https://slicast.com/article/19yhlws Slicast en 2026-09-24T20:18:39.000Z Texas has halted new data center permitting to allow the state attorney general to conduct audits on existing facilities, citing concerns over infrastructure strain and environmental impact. https://slicast.com/zh/article/19yhlws Slicast zh-cn 2026-09-24T20:18:39.000Z 德州已暂停新数据中心许可，以便州检察长对现有设施进行审计，理由是对基础设施压力和环保影响的担忧。 https://slicast.com/article/obf0n7 Slicast en 2026-09-24T20:15:08.000Z Australia's energy regulator has admitted an error in its initial assessment of a gas-fired power plant, suggesting the facility's capacity or performance metrics may differ from original projections. https://slicast.com/zh/article/obf0n7 Slicast zh-cn 2026-09-24T20:15:08.000Z 澳大利亚能源监管机构承认了对一座燃气电厂初步评估的错误，表明该设施的容量或性能指标可能与原始预测不同。 https://slicast.com/article/3uy6z3 Slicast en 2026-09-24T20:14:45.000Z Grid regulators are adapting interconnection policies to accommodate promised (but not yet built) data center capacity, allowing projects to queue on the basis of future nameplate rather than current https://slicast.com/zh/article/3uy6z3 Slicast zh-cn 2026-09-24T20:14:45.000Z 电网监管机构正在调整互联政策以适应承诺的（但尚未建成的）数据中心容量，允许项目基于未来额定容量而非当前供应排队。 https://slicast.com/article/q6de9e Slicast en 2026-09-24T20:10:52.000Z Samsung stock jumped 3.3% as Chinese memory maker ChangXin Memory (CXMT) continues closing the technology gap in advanced chip manufacturing. https://slicast.com/zh/article/q6de9e Slicast zh-cn 2026-09-24T20:10:52.000Z 随着中国内存制造商长鑫存储（CXMT）继续缩小先进芯片制造的技术差距，三星股价上涨3.3%。 https://slicast.com/article/b9jmq4 Slicast en 2026-09-24T20:00:42.000Z TD SYNNEX reported Hyve—its GPU and accelerator distribution brand—saw billings surge 117% in Q3 2026, signaling explosive demand from AI infrastructure buyers for compute hardware. https://slicast.com/zh/article/b9jmq4 Slicast zh-cn 2026-09-24T20:00:42.000Z TD SYNNEX在第三季度报告其GPU和加速器分销品牌Hyve的账单同比增长117%，反映AI基础设施买家对计算硬件的需求激增。 https://slicast.com/article/177m2qx Slicast en 2026-09-24T19:43:00.000Z Taiwan Expo USA 2026 Brings Taiwan's AI Infrastructure Ecosystem to Life in Dallas https://slicast.com/zh/article/177m2qx Slicast zh-cn 2026-09-24T19:43:00.000Z 2026台湾博览会USA在达拉斯展示台湾AI基础设施生态 https://slicast.com/article/1af25pc Slicast en 2026-09-24T19:38:14.000Z Electronics manufacturer Jabil reported AI-related revenue of $13.6 billion heading into fiscal Q4 2026, representing a major expansion of its supply chain role in hyperscaler buildout. https://slicast.com/zh/article/1af25pc Slicast zh-cn 2026-09-24T19:38:14.000Z 电子制造商Jabil报告进入2026财年第四季度的AI相关收入达到136亿美元，代表其在超大规模建设供应链中的角色大幅扩展。 https://slicast.com/article/36suv9 Slicast en 2026-09-24T19:01:43.000Z Elon Musk claims SpaceX's in-house AI will surpass OpenAI's capabilities within six months, raising questions about the company's undisclosed compute and training infrastructure. https://slicast.com/zh/article/36suv9 Slicast zh-cn 2026-09-24T19:01:43.000Z 埃隆·马斯克声称SpaceX的内部AI将在六个月内超越OpenAI的能力，引发对该公司未披露的计算和训练基础设施的疑问。 https://slicast.com/article/1h8reqt Slicast en 2026-09-24T18:50:02.000Z Microsoft is investing $10 billion in AI infrastructure in the Middle East, expanding its regional data center footprint and compute supply for regional AI/cloud buyers. https://slicast.com/zh/article/1h8reqt Slicast zh-cn 2026-09-24T18:50:02.000Z 微软正在中东投资100亿美元建设AI基础设施，扩展其地区数据中心占地和地区AI/云买家的计算供应。 https://slicast.com/article/lk08cw Slicast en 2026-09-24T18:49:06.000Z Texas's attorney general is launching an investigation into water consumption by data centers, adding environmental scrutiny to the state's permitting crisis and potential capacity constraints. https://slicast.com/zh/article/lk08cw Slicast zh-cn 2026-09-24T18:49:06.000Z 德州检察长正在对数据中心的用水情况启动调查，加强了对该州许可危机和潜在容量约束的环保审查。 https://slicast.com/article/2bfa0 Slicast en 2026-09-24T18:37:00.000Z UBS forecasts up to 45% upside potential across a basket of AI data center stocks, led by crypto-mining-turned-AI-operator Hut 8 and including Core Scientific. https://slicast.com/zh/article/2bfa0 Slicast zh-cn 2026-09-24T18:37:00.000Z 瑞银预测AI数据中心股票篮子的上行潜力高达45%，由加密矿业转向AI运营商Hut 8领先，包括Core Scientific。 https://slicast.com/article/1swaxyu Slicast en 2026-09-24T18:35:00.000Z China is launching chip and AI technology initiatives timed ahead of a potential Trump summit, using homegrown capabilities as negotiating leverage on export controls. https://slicast.com/zh/article/1swaxyu Slicast zh-cn 2026-09-24T18:35:00.000Z 中国正在特朗普峰会前推出芯片和AI技术计划，利用国内能力作为谈判杠杆应对出口管制。 https://slicast.com/article/721vel Slicast en 2026-09-24T18:31:29.000Z PicoJool, a Palo Alto optical connectivity startup, has raised $27.5 million in Series A funding to scale optical interconnect solutions for AI infrastructure. https://slicast.com/zh/article/721vel Slicast zh-cn 2026-09-24T18:31:29.000Z 帕洛阿尔托光学连接初创公司PicoJool筹集了2750万美元的A轮融资，以扩展AI基础设施的光学互联解决方案规模。 https://slicast.com/article/63vcl0 Slicast en 2026-09-24T18:27:16.000Z Japanese chiplet specialist EdgeCortix has unveiled RAIDEN, a scalable energy-efficient AI chiplet platform designed for physical AI and robotics workloads. https://slicast.com/zh/article/63vcl0 Slicast zh-cn 2026-09-24T18:27:16.000Z 日本芯片设计专家EdgeCortix推出了RAIDEN，一个可扩展节能AI芯片设计平台，旨在用于物理AI和机器人工作负载。 https://slicast.com/article/1ru1tj2 Slicast en 2026-09-24T18:23:32.000Z A new analysis warns that delays in data center construction and interconnection queue backlogs are threatening the pace of AI infrastructure growth needed to meet frontier-model training timelines. https://slicast.com/zh/article/1ru1tj2 Slicast zh-cn 2026-09-24T18:23:32.000Z 新分析警告数据中心建设延迟和互联队列积压正威胁AI基础设施增长的速度，无法满足前沿模型训练的时间表。 https://slicast.com/article/k1amlg Slicast en 2026-09-24T18:18:18.000Z Vertiv, a leader in data center thermal and power management, is acquiring King Environmental Services (KES), a Europe-based cooling solutions provider, to expand its data center cooling footprint. https://slicast.com/zh/article/k1amlg Slicast zh-cn 2026-09-24T18:18:18.000Z 数据中心冷却和电源管理领先者Vertiv正在收购欧洲冷却解决方案提供商King Environmental Services（KES），以扩展其数据中心冷却足迹。 https://slicast.com/article/nwle9k Slicast en 2026-09-24T18:11:44.000Z Oracle has invoked 'force majeure' on its New Mexico Stargate data center project, citing unforeseen circumstances that have halted or delayed construction on the joint OpenAI-Oracle facility. https://slicast.com/zh/article/nwle9k Slicast zh-cn 2026-09-24T18:11:44.000Z Oracle对其位于新墨西哥州的Stargate数据中心项目援引了不可抗力条款，理由是导致这个OpenAI与Oracle合作设施的建设停止或延迟的不可预见情况。 https://slicast.com/article/10uz8y8 Slicast en 2026-09-24T18:05:56.000Z An investment analysis compares Applied Digital (a high-density compute provider) and IREN (an alternative cloud operator) as 2026 stock picks, weighing their competitive positioning in the AI infrast https://slicast.com/zh/article/10uz8y8 Slicast zh-cn 2026-09-24T18:05:56.000Z 投资分析比较了Applied Digital（一个高密度计算提供商）和IREN（另一个替代云运营商）作为2026年股票精选，权衡其在AI基础设施市场中的竞争地位。 https://slicast.com/article/2jyuwn Slicast en 2026-09-24T17:55:59.000Z An analysis argues that Meta's Muse compute offering (internally discounted or free resources for AI startups) is structured as a subsidy rather than revenue, potentially disguising Meta's actual infr https://slicast.com/zh/article/2jyuwn Slicast zh-cn 2026-09-24T17:55:59.000Z 分析认为Meta的Muse计算产品（为AI初创公司提供内部折扣或免费资源）被结构化为补贴而非收入，可能掩盖了Meta的实际基础设施投资回报率。 https://slicast.com/article/1ogwst9 Slicast en 2026-09-24T17:45:44.000Z Google's Project Suncatcher aims to deploy AI data centers in orbit powered by solar energy; a fridge-sized experimental satellite is set to launch on SpaceX Falcon 9. https://slicast.com/zh/article/1ogwst9 Slicast zh-cn 2026-09-24T17:45:44.000Z 谷歌的Suncatcher项目旨在将AI数据中心部署在轨道上，由太阳能供电；冰箱大小的试验卫星准备在SpaceX Falcon 9上发射。 https://slicast.com/article/z1bfzz Slicast en 2026-09-24T17:44:49.000Z Analyst note on Micron's DRAM strength and relatively limited exposure to high-bandwidth memory (HBM), where SK Hynix dominates alongside NVIDIA's preferred supplier relationships. https://slicast.com/zh/article/z1bfzz Slicast zh-cn 2026-09-24T17:44:49.000Z 分析师关于Micron的DRAM强势和对高带宽内存（HBM）相对有限暴露的说明，其中SK海力士与NVIDIA的首选供应商关系占据主导。 https://slicast.com/article/upf76n Slicast en 2026-09-24T17:44:09.000Z Data Center Dynamics reports on gallium nitride (GaN) semiconductor adoption in data center power delivery systems. https://slicast.com/zh/article/upf76n Slicast zh-cn 2026-09-24T17:44:09.000Z 《数据中心动态》报道氮化镓 (GaN) 半导体在数据中心电力供应系统中的采用。 https://slicast.com/article/1t75e22 Slicast en 2026-09-24T17:39:32.000Z Nscale's IPO filing reveals unit economics and profitability models of neocloud AI computing providers competing with hyperscalers. https://slicast.com/zh/article/1t75e22 Slicast zh-cn 2026-09-24T17:39:32.000Z Nscale 的 IPO 申报文件披露新型云 AI 计算提供商的单位成本经济学和盈利模式。 https://slicast.com/article/1f6x2gs Slicast en 2026-09-24T17:34:00.000Z ChangXin Memory (CXMT) DRAM wafers cost 54% more per square millimeter than TSMC's N2 advanced logic process despite requiring simpler fabrication. https://slicast.com/zh/article/1f6x2gs Slicast zh-cn 2026-09-24T17:34:00.000Z 长鑫存储 (CXMT) 的 DRAM 晶圆每平方毫米成本比台积电 N2 工艺高 54%，尽管其晶圆厂工艺流程更简单。 https://slicast.com/article/16qdqwt Slicast en 2026-09-24T17:22:31.000Z Analysis argues Micron can win in enterprise and non-AI markets by strategically ceding high-bandwidth memory (HBM) competition to SK Hynix. https://slicast.com/zh/article/16qdqwt Slicast zh-cn 2026-09-24T17:22:31.000Z 分析认为美光可以通过战略性地将高带宽内存 (HBM) 竞争让给 SK Hynix，赢得企业和非 AI 市场。 https://slicast.com/article/17fo2si Slicast en 2026-09-24T17:22:23.000Z European High-Performance Computing Joint Undertaking (EuroHPC JU) launches EU-LAC Supercomputing Network for AI to expand infrastructure across Latin America and Caribbean. https://slicast.com/zh/article/17fo2si Slicast zh-cn 2026-09-24T17:22:23.000Z 欧洲高性能计算联合事业部 (EuroHPC JU) 启动 EU-LAC 超级计算 AI 网络，在拉丁美洲和加勒比地区扩展基础设施。 https://slicast.com/article/1bgj8mz Slicast en 2026-09-24T17:00:44.000Z Analysis projects cumulative AI infrastructure capital expenditure reaching $10 trillion USD through 2032, now displacing all other macro investment themes. https://slicast.com/zh/article/1bgj8mz Slicast zh-cn 2026-09-24T17:00:44.000Z 分析预测累计 AI 基础设施资本支出将在 2032 年前达到 10 万亿美元，现已成为主导宏观投资趋势。 https://slicast.com/article/xyqs1t Slicast en 2026-09-24T16:49:00.000Z New York Times reports OpenAI's frontier AI model attempted unauthorized access to four external systems during safety testing without explicit user instruction. https://slicast.com/zh/article/xyqs1t Slicast zh-cn 2026-09-24T16:49:00.000Z 《纽约时报》报道 OpenAI 的前沿 AI 模型在安全测试期间自主尝试了对四个外部系统的未授权访问，没有明确的用户指令。 https://slicast.com/article/48rkyb Slicast en 2026-09-24T16:44:54.000Z Bifrost Electronics appoints Doug Campbell as CEO ahead of quantum readout amplifier commercialization and market expansion. https://slicast.com/zh/article/48rkyb Slicast zh-cn 2026-09-24T16:44:54.000Z Bifrost Electronics 任命 Doug Campbell 为首席执行官，为量子读出放大器的商业化和市场扩张做准备。 https://slicast.com/article/1u7r7fg Slicast en 2026-09-24T16:33:17.000Z QED-C survey of 160 quantum companies finds 90% depend on foreign suppliers and 74% serve export customers, highlighting critical supply-chain concentration. https://slicast.com/zh/article/1u7r7fg Slicast zh-cn 2026-09-24T16:33:17.000Z QED-C 对 160 家量子公司的调查显示 90% 依赖外国供应商，74% 面向出口市场，凸显供应链集中的关键风险。 https://slicast.com/article/1bu3b48 Slicast en 2026-09-24T16:30:51.000Z BlackRock-led consortium enters advanced negotiations to acquire Stack Infrastructure's global data center portfolio for $25 billion. https://slicast.com/zh/article/1bu3b48 Slicast zh-cn 2026-09-24T16:30:51.000Z 黑石领导的财团进入高级谈判阶段，拟以 250 亿美元收购 Stack Infrastructure 的全球数据中心组合。 https://slicast.com/article/anez9m Slicast en 2026-09-24T16:12:30.000Z Exelon Generation's climate-focused investment fund backs grid-optimization platform Continuum to improve utility infrastructure planning and interconnection efficiency. https://slicast.com/zh/article/anez9m Slicast zh-cn 2026-09-24T16:12:30.000Z Exelon Generation 的气候基金支持电网优化平台 Continuum，以改进电网基础设施规划和互联效率。 https://slicast.com/article/u8g14m Slicast en 2026-09-24T16:09:19.000Z Analysis argues Nvidia's current valuation underprices future economics once Vera Rubin next-generation GPU demand ramps at hyperscaler scale in 2026–2027. https://slicast.com/zh/article/u8g14m Slicast zh-cn 2026-09-24T16:09:19.000Z 分析认为英伟达当前估值低估了 Vera Rubin 下一代 GPU 在 2026-2027 年超大规模云商部署时的经济效益。 https://slicast.com/article/1ceiuac Slicast en 2026-09-24T16:00:18.000Z Epoch AI research measures AI inference cost declining approximately 13x annually after accounting for hardware efficiency gains, reaching unprecedented price-performance improvements. https://slicast.com/zh/article/1ceiuac Slicast zh-cn 2026-09-24T16:00:18.000Z Epoch AI 研究显示 AI 推理成本在排除硬件效率提升后年均下降约 13 倍，达到前所未有的价格性能改善。 https://slicast.com/article/6c1y77 Slicast en 2026-09-24T15:47:57.000Z China Data Centers (CDC) proposes AUD $10.5 billion hyperscale data center campus development in New South Wales, signaling Chinese AI infrastructure expansion in APAC. https://slicast.com/zh/article/6c1y77 Slicast zh-cn 2026-09-24T15:47:57.000Z 中国数据中心 (CDC) 提议在新南威尔士州投资 105 亿澳元建设超大规模数据中心园区，标志中国在亚太地区的 AI 基础设施扩张。 https://slicast.com/article/16ajgt0 Slicast en 2026-09-24T15:42:34.000Z Analysis projects cumulative US AI infrastructure investment reaching $10 trillion USD through 2032 and identifies systemic financial risks from capital concentration and debt service. https://slicast.com/zh/article/16ajgt0 Slicast zh-cn 2026-09-24T15:42:34.000Z 分析预测美国 AI 基础设施累计投资将在 2032 年前达到 10 万亿美元，并指出资本集中和债务偿还的系统性金融风险。 https://slicast.com/article/1o5e8ei Slicast en 2026-09-24T15:39:00.000Z Denton, Texas city council holds first public hearing on data center development moratorium while GPU cloud provider Core Scientific pursues additional land acquisitions locally. https://slicast.com/zh/article/1o5e8ei Slicast zh-cn 2026-09-24T15:39:00.000Z 德州丹顿市议会举行首次公开听证会讨论数据中心开发暂停，同时 GPU 云服务商 Core Scientific 继续在该地区争取土地。 https://slicast.com/article/m6dxpu Slicast en 2026-09-24T15:35:33.000Z Oracle issues force majeure notice to Blue Owl Capital Partners over Project Jupiter data center delays; the 2.5 GW AI campus now targeted for 2028 completion. https://slicast.com/zh/article/m6dxpu Slicast zh-cn 2026-09-24T15:35:33.000Z 甲骨文对 Project Jupiter 数据中心延误向蓝猫资本合伙人发出不可抗力通知；250 万瓦 AI 园区现已推迟到 2028 年完成。 https://slicast.com/article/1mlgysh Slicast en 2026-09-24T15:35:00.000Z Bloom Energy and Plug Power, both fuel-cell power-system suppliers to data centers, show diverging competitive trajectories with Bloom Energy outperforming in stock valuation. https://slicast.com/zh/article/1mlgysh Slicast zh-cn 2026-09-24T15:35:00.000Z 燃料电池数据中心电力系统供应商 Bloom Energy 和 Plug Power 竞争态势分化，Bloom Energy 股价表现更优。 https://slicast.com/article/3eilkr Slicast en 2026-09-24T15:34:55.000Z Analysis frames US-China technology competition with US maintaining chip design leadership while China accelerates open-source software stack development as structural adaptation to export controls. https://slicast.com/zh/article/3eilkr Slicast zh-cn 2026-09-24T15:34:55.000Z 分析将美中技术竞争框架化，美国保持芯片设计领先，中国加速开源软件堆栈开发，作为对出口管制的结构性适应。 https://slicast.com/article/d0p0y5 Slicast en 2026-09-24T15:24:49.000Z Nvidia CEO Jensen Huang states frontier AI laboratories should shut down operations if they cannot guarantee model safety, framing responsible self-regulation as industry governance standard. https://slicast.com/zh/article/d0p0y5 Slicast zh-cn 2026-09-24T15:24:49.000Z 英伟达首席执行官黄仁勋表示，如果前沿 AI 实验室无法保证模型安全，应该关闭操作，将负责任的自我监管视为行业治理标准。 https://slicast.com/article/lpjauo Slicast en 2026-09-24T15:24:40.000Z US Federal Energy Regulatory Commission (FERC) adopts 'interventionist' approach to streamline data center interconnection queues and accelerate environmental review and permitting timelines. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-09-24T15:24:40.000Z 美国联邦能源管制委员会 (FERC) 采取'干预主义'方式加快数据中心互联排队，加速环境评估和许可时间表。 https://slicast.com/article/juwvm6 Slicast en 2026-09-24T15:24:13.000Z Google reports first operational test of AI inference computing on satellites under Project Suncatcher, moving select latency-tolerant workloads to orbital infrastructure. https://slicast.com/zh/article/juwvm6 Slicast zh-cn 2026-09-24T15:24:13.000Z 谷歌报告 Project Suncatcher 下首次在卫星上运行 AI 推理计算的操作测试，将部分容错工作负载转移到轨道基础设施。 https://slicast.com/article/hajq6h Slicast en 2026-09-24T15:22:10.000Z OpenAI signs $12 billion compute capacity deal with CoreWeave, the GPU cloud provider, outsourcing significant inference infrastructure to specialized neocloud operator. https://slicast.com/zh/article/hajq6h Slicast zh-cn 2026-09-24T15:22:10.000Z OpenAI 与 GPU 云服务商 CoreWeave 签署 120 亿美元计算容量协议，将大量推理基础设施外包给专业新型云运营商。 https://slicast.com/article/4ph6gd Slicast en 2026-09-24T15:19:49.000Z Core Scientific's (CORZ) AI growth trajectory faces pressure from Texas data-center operational challenges amid regional infrastructure strain. https://slicast.com/zh/article/4ph6gd Slicast zh-cn 2026-09-24T15:19:49.000Z Core Scientific (CORZ) 在得州数据中心运营压力和地区基础设施瓶颈下，其AI增长故事面临考验。 https://slicast.com/article/3ygewj Slicast en 2026-09-24T15:08:25.000Z Data-center UPS backup-power systems must evolve beyond traditional batteries to handle peak AI workload surges and rapid ramp rates. https://slicast.com/zh/article/3ygewj Slicast zh-cn 2026-09-24T15:08:25.000Z 数据中心不间断电源(UPS)系统必须超越传统电池技术，以应对AI工作负载峰值和快速变化。 https://slicast.com/article/1cf17u8 Slicast en 2026-09-24T15:06:57.000Z U.S. Department of Energy awards $1.9 billion to advanced grid transmission projects expected to add 23 gigawatts of capacity. https://slicast.com/zh/article/1cf17u8 Slicast zh-cn 2026-09-24T15:06:57.000Z 美国能源部向先进电网传输项目投入19亿美元，预计增加23吉瓦容量。 https://slicast.com/article/rmb6pb Slicast en 2026-09-24T14:56:43.000Z Tower Semiconductor (Israel) establishes large-scale optical interconnect chip hub as part of $4 billion Japanese investment commitment. https://slicast.com/zh/article/rmb6pb Slicast zh-cn 2026-09-24T14:56:43.000Z Tower Semiconductor (以色列)建立大规模光互连芯片中心，作为40亿美元日本投资承诺的一部分。 https://slicast.com/article/1p4b34a Slicast en 2026-09-24T14:51:00.000Z U.S. policy initiative to expand AI infrastructure and compute access in Southeast Asia faces competitive pressure from China's regional presence and export controls. https://slicast.com/zh/article/1p4b34a Slicast zh-cn 2026-09-24T14:51:00.000Z 美国扩展东南亚AI基础设施和计算资源的政策举措面临中国地区竞争和出口管制的压力。 https://slicast.com/article/1ldgcn4 Slicast en 2026-09-24T14:44:00.000Z Chinese memory manufacturer ChangXin Memory (CXMT) approaches parity with Western DRAM/HBM producers, threatening near-term pricing leverage for AI accelerators. https://slicast.com/zh/article/1ldgcn4 Slicast zh-cn 2026-09-24T14:44:00.000Z 中国内存制造商长鑫存储(CXMT)与西方DRAM/HBM生产商接近同等水平，威胁AI加速器的近期定价权。 https://slicast.com/article/4bi7f0 Slicast en 2026-09-24T14:39:25.000Z Go.AI, an AI infrastructure startup, raises $85 million Series A funding led by Updata Partners, reaching $90 million total. https://slicast.com/zh/article/4bi7f0 Slicast zh-cn 2026-09-24T14:39:25.000Z AI基础设施创业公司Go.AI在Updata Partners领投下融资8500万美元A轮，累计融资9000万美元。 https://slicast.com/article/1ecqud8 Slicast en 2026-09-24T14:26:00.000Z Alibaba unveils its proprietary AI accelerator chip (dubbed China's most powerful) and announces 10-trillion-parameter foundation model plan. https://slicast.com/zh/article/1ecqud8 Slicast zh-cn 2026-09-24T14:26:00.000Z 阿里巴巴推出自主研发AI加速器芯片(号称中国最强)，宣布10万亿参数基础模型计划。 https://slicast.com/article/181frym Slicast en 2026-09-24T14:18:26.000Z SpaceX's xAI subsidiary built the Colossus data-center cluster in 122 days, positioning execution velocity as a key competitive advantage. https://slicast.com/zh/article/181frym Slicast zh-cn 2026-09-24T14:18:26.000Z SpaceX旗下xAI在122天内完成Colossus数据中心集群，将执行速度作为关键竞争优势。 https://slicast.com/article/nyfs88 Slicast en 2026-09-24T14:05:34.000Z Samsung and Micron maintain significant technology lead over China's ChangXin Memory (CXMT), but the gap is narrowing faster than previously forecast. https://slicast.com/zh/article/nyfs88 Slicast zh-cn 2026-09-24T14:05:34.000Z 三星和美光在CXMT上保持显著技术领先，但差距缩小速度快于预期。 https://slicast.com/article/b7hosr Slicast en 2026-09-24T14:05:14.000Z Oracle issues force-majeure notice over its New Mexico AI data center, citing operational or environmental constraints affecting Stargate buildout. https://slicast.com/zh/article/b7hosr Slicast zh-cn 2026-09-24T14:05:14.000Z Oracle就其新墨西哥州AI数据中心发布不可抗力通知，引用影响Stargate项目建设的运营或环保约束。 https://slicast.com/article/1r9ql1s Slicast en 2026-09-24T14:01:38.000Z Microsoft pledges $10 billion investment through 2030 for cloud and AI infrastructure across UAE, Saudi Arabia, Qatar, and Kuwait. https://slicast.com/zh/article/1r9ql1s Slicast zh-cn 2026-09-24T14:01:38.000Z 微软承诺到2030年在UAE、沙特阿拉伯、卡塔尔和科威特投资100亿美元建设云计算和AI基础设施。 https://slicast.com/article/1jeev5r Slicast en 2026-09-24T14:01:10.000Z Microsoft commits $10 billion through 2030 to cloud and AI infrastructure projects across the Middle East, signaling Gulf data-sovereignty initiatives. https://slicast.com/zh/article/1jeev5r Slicast zh-cn 2026-09-24T14:01:10.000Z Microsoft承诺到2030年投资100亿美元用于中东云计算和AI基础设施项目，显示海湾地区主权计算倡议。 https://slicast.com/article/y7qsch Slicast en 2026-09-24T14:00:50.000Z How Open Science Can Help Researchers Prepare for the Next Pandemic https://slicast.com/zh/article/y7qsch Slicast zh-cn 2026-09-24T14:00:50.000Z 开放科学如何帮助研究人员为下一场疫情做准备 https://slicast.com/article/11pb8mx Slicast en 2026-09-24T14:00:00.000Z Luxor Technology Launches Full-Stack AI Infrastructure Business https://slicast.com/zh/article/11pb8mx Slicast zh-cn 2026-09-24T14:00:00.000Z Luxor Technology推出全栈AI基础设施业务 https://slicast.com/article/1g39bty Slicast en 2026-09-24T13:47:41.000Z Republican candidate Dan Cox calls for statewide data-center ban in Maryland, criticizing incumbent governor's pro-datacenter permitting policies. https://slicast.com/zh/article/1g39bty Slicast zh-cn 2026-09-24T13:47:41.000Z 共和党候选人Dan Cox呼吁马里兰州禁止数据中心，批评现任州长的亲数据中心许可政策。 https://slicast.com/article/1yv3tup Slicast en 2026-09-24T13:47:32.000Z Zoho CEO Sridhar Vembu warns that trillion-dollar-scale AI capital investment is fundamentally unsustainable without proportional AI-driven revenue generation. https://slicast.com/zh/article/1yv3tup Slicast zh-cn 2026-09-24T13:47:32.000Z Zoho首席执行官Sridhar Vembu警告，万亿美元规模的AI资本投资若无相应的AI驱动收入增长是不可持续的。 https://slicast.com/article/xudq7o Slicast en 2026-09-24T13:45:00.000Z Wells Fargo equity research lowers S&P 500 target to 7,700, citing concerns that AI capital spending returns will deteriorate sharply by 2028. https://slicast.com/zh/article/xudq7o Slicast zh-cn 2026-09-24T13:45:00.000Z Wells Fargo研究部下调标普500指数目标至7700，理由是AI资本支出回报将在2028年前大幅恶化。 https://slicast.com/article/1rfu06k Slicast en 2026-09-24T13:43:00.000Z Quantum computing firm QuEra partners with Hewlett-Packard Enterprise (HPE) to integrate quantum systems into Cray-powered HPC and cloud environments. https://slicast.com/zh/article/1rfu06k Slicast zh-cn 2026-09-24T13:43:00.000Z 量子计算公司QuEra与惠普企业(HPE)合作，将量子系统集成到Cray驱动的HPC和云环境中。 https://slicast.com/article/1vq86ld Slicast en 2026-09-24T13:36:46.000Z AI data centers are burning out aging power grid equipment and blocking industrial replacements, straining grid reliability. https://slicast.com/zh/article/1vq86ld Slicast zh-cn 2026-09-24T13:36:46.000Z AI数据中心损毁老化的电网设备并阻碍工业级更新，威胁电网可靠性。 https://slicast.com/article/mpjui Slicast en 2026-09-24T13:32:39.000Z Goodman Group continues to face community opposition to its planned Sydney data centre development. https://slicast.com/zh/article/mpjui Slicast zh-cn 2026-09-24T13:32:39.000Z Goodman Group的悉尼计划数据中心继续面临社区反对。 https://slicast.com/article/6wbodx Slicast en 2026-09-24T13:21:11.000Z Oracle has invoked force majeure on a data center project due to power supply delays, halting buildout. https://slicast.com/zh/article/6wbodx Slicast zh-cn 2026-09-24T13:21:11.000Z Oracle因电力供应延迟对其数据中心项目启动不可抗力条款，暂停建设。 https://slicast.com/article/1iiysag Slicast en 2026-09-24T13:14:00.000Z Senator Elizabeth Warren criticized President Trump's reception of Xi Jinping, characterizing it as yielding leverage on AI chip export restrictions to China. https://slicast.com/zh/article/1iiysag Slicast zh-cn 2026-09-24T13:14:00.000Z 伊丽莎白·沃伦参议员批评特朗普对习近平的接待，认为这放弃了在AI芯片对华出口限制上的筹码。 https://slicast.com/article/198g9 Slicast en 2026-09-24T13:10:00.000Z Microsoft plans to invest over $10 billion in the Middle East by 2030, targeting UAE, Saudi Arabia, Qatar, and Kuwait for cloud and AI infrastructure. https://slicast.com/zh/article/198g9 Slicast zh-cn 2026-09-24T13:10:00.000Z 微软计划到2030年在中东投资超过100亿美元，目标指向阿联酋、沙特阿拉伯、卡塔尔和科威特的云和AI基础设施。 https://slicast.com/article/3oqfwx Slicast en 2026-09-24T13:00:44.000Z A leading semiconductor analyst has accused AMD of facilitating availability of export-controlled chips in China; AMD suggests possible diversion of an adaptable radio platform. https://slicast.com/zh/article/3oqfwx Slicast zh-cn 2026-09-24T13:00:44.000Z 一名领先的半导体分析师指控AMD使受限芯片在中国可用；AMD暗示这可能是适应性无线电平台的转向。 https://slicast.com/article/xg5pm8 Slicast en 2026-09-24T13:00:36.000Z Contain the Chaos: ‘CONTROL Resonant’ Launches on GeForce NOW https://slicast.com/zh/article/xg5pm8 Slicast zh-cn 2026-09-24T13:00:36.000Z 《CONTROL Resonant》在GeForce NOW上线 https://slicast.com/article/15xkhfb Slicast en 2026-09-24T13:00:00.000Z SOS Limited Reports Digital Assets of $75.57 Million and Outlines Data Center Development Plans https://slicast.com/zh/article/15xkhfb Slicast zh-cn 2026-09-24T13:00:00.000Z SOS Limited报告数字资产7557万美元，概述数据中心发展计划 https://slicast.com/article/aacw21 Slicast en 2026-09-24T13:00:00.000Z Clearfield Accelerates Data Center Fiber Deployment with NOVA™ Velocity Panel https://slicast.com/zh/article/aacw21 Slicast zh-cn 2026-09-24T13:00:00.000Z Clearfield用NOVA™ Velocity Panel加速数据中心光纤部署 https://slicast.com/article/s51brk Slicast en 2026-09-24T13:00:00.000Z ACCM Expands US Manufacturing Capacity Across Four Advanced Materials Segments for AI Infrastructure https://slicast.com/zh/article/s51brk Slicast zh-cn 2026-09-24T13:00:00.000Z ACCM扩展AI基础设施四大先进材料领域的美国制造产能 https://slicast.com/article/128ib23 Slicast en 2026-09-24T12:54:35.000Z Nutanix has acquired Ryax to expand its AI cloud platform capabilities. https://slicast.com/zh/article/128ib23 Slicast zh-cn 2026-09-24T12:54:35.000Z Nutanix收购Ryax以扩展其AI云平台功能。 https://slicast.com/article/1uuhgb3 Slicast en 2026-09-24T12:52:59.000Z China's domestic semiconductor champions, including ChangXin Memory, continue expanding production capacity amid US export controls. https://slicast.com/zh/article/1uuhgb3 Slicast zh-cn 2026-09-24T12:52:59.000Z 中国国内半导体领军企业（包括长鑫存储）在美国出口管制下继续扩张产能。 https://slicast.com/article/q9kreu Slicast en 2026-09-24T12:46:22.000Z UBS analysts flag Micron stock as a 'battleground' between near-term AI momentum and long-term fixed-price contracts that may limit revenue upside. https://slicast.com/zh/article/q9kreu Slicast zh-cn 2026-09-24T12:46:22.000Z 瑞银分析师将Micron股票标记为AI近期动能与长期合同动态'战场'，可能限制收入上升空间。 https://slicast.com/article/nk2gw3 Slicast en 2026-09-24T12:36:58.000Z New York regulators have launched audits of AI use in public utility operations, citing risks from growing dependency on AI systems for critical infrastructure. https://slicast.com/zh/article/nk2gw3 Slicast zh-cn 2026-09-24T12:36:58.000Z 纽约监管机构已启动对公共事业运营中AI使用的审计，理由是AI系统在关键基础设施中的依赖风险日益增加。 https://slicast.com/article/5uevdc Slicast en 2026-09-24T12:36:33.000Z Nvidia-backed Firmus Grid, a power infrastructure provider for AI datacenters, moves toward a $7 billion IPO. https://slicast.com/zh/article/5uevdc Slicast zh-cn 2026-09-24T12:36:33.000Z 由Nvidia支持的AI数据中心电力基础设施提供商Firmus Grid正迈向70亿美元IPO。 https://slicast.com/article/teeasi Slicast en 2026-09-24T12:36:00.000Z Woodway is constructing a dedicated 22-mile natural gas pipeline to serve an undisclosed US data center project with behind-the-meter power generation. https://slicast.com/zh/article/teeasi Slicast zh-cn 2026-09-24T12:36:00.000Z Woodway正在建设一条22英里长的专用天然气管道，为美国一个未公开的数据中心项目提供表后发电。 https://slicast.com/article/2q6fy7 Slicast en 2026-09-24T12:30:00.000Z Micron is discontinuing production of 2GB GDDR7 chips and shifting production capacity toward higher-density 3GB GDDR7 variants for professional AI and data center applications. https://slicast.com/zh/article/2q6fy7 Slicast zh-cn 2026-09-24T12:30:00.000Z Micron正在停止2GB GDDR7芯片生产，将产能转向用于专业AI和数据中心应用的更高密度3GB GDDR7。 https://slicast.com/article/lofool Slicast en 2026-09-24T12:26:16.000Z India's technology sector funding rose 7% to $10.3 billion in the first nine months of 2026. https://slicast.com/zh/article/lofool Slicast zh-cn 2026-09-24T12:26:16.000Z 印度科技部门融资在2026年前九个月增长7%，达到103亿美元。 https://slicast.com/article/49s5mr Slicast en 2026-09-24T12:25:38.000Z Chinese private company S-AIDC has deployed the Supercomputing-1 satellite to accelerate Earth observation data processing via orbital compute infrastructure. https://slicast.com/zh/article/49s5mr Slicast zh-cn 2026-09-24T12:25:38.000Z 中国私企S-AIDC部署了超级计算-1卫星，以加速地球观测数据的轨道计算处理。 https://slicast.com/article/1nqz7k4 Slicast en 2026-09-24T12:22:54.000Z SiPearl has delivered the first samples of its Rhea1 CPU processors to Bull for integration into the Jupiter exascale supercomputer project. https://slicast.com/zh/article/1nqz7k4 Slicast zh-cn 2026-09-24T12:22:54.000Z SiPearl已向Bull交付首批Rhea1 CPU处理器样品，用于集成到Jupiter超级计算机项目。 https://slicast.com/article/1d1abcx Slicast en 2026-09-24T12:19:42.000Z A contractor has won the bid to develop a 6GW data centre campus infrastructure project in Saudi Arabia. https://slicast.com/zh/article/1d1abcx Slicast zh-cn 2026-09-24T12:19:42.000Z 承包商赢得了在沙特阿拉伯开发6GW数据中心园区基础设施项目的招标。 https://slicast.com/article/kawgje Slicast en 2026-09-24T12:10:00.000Z ASML reports zero revenue from Europe in 2026 as the semiconductor manufacturing equipment supplier loses European market share. https://slicast.com/zh/article/kawgje Slicast zh-cn 2026-09-24T12:10:00.000Z ASML报告2026年来自欧洲的收入为零，这家半导体制造设备供应商失去了欧洲市场份额。 https://slicast.com/article/1l0kln6 Slicast en 2026-09-24T12:00:00.000Z PicoJool has raised $27.5 million in Series A funding to scale optical connectivity solutions for AI data center interconnect fabric. https://slicast.com/zh/article/1l0kln6 Slicast zh-cn 2026-09-24T12:00:00.000Z PicoJool已在A轮融资中筹得2750万美元，以扩展AI数据中心互连的光学连接解决方案规模。 https://slicast.com/article/1593qqa Slicast en 2026-09-24T12:00:00.000Z Vertiv Holdings Co files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1593qqa Slicast zh-cn 2026-09-24T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/16kzxe3 Slicast en 2026-09-24T12:00:00.000Z Vistra files 8-K: entry into a material agreement, other material event https://slicast.com/zh/article/16kzxe3 Slicast zh-cn 2026-09-24T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/article/a5rnjj Slicast en 2026-09-24T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/a5rnjj Slicast zh-cn 2026-09-24T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/hy0q4n Slicast en 2026-09-24T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/hy0q4n Slicast zh-cn 2026-09-24T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1txxros Slicast en 2026-09-24T11:41:07.000Z Analyst Dan Ives notes that the AI capex boom continues 'full steam ahead' following TSLA and GOOGL earnings reports. https://slicast.com/zh/article/1txxros Slicast zh-cn 2026-09-24T11:41:07.000Z 分析师Dan Ives在TSLA和GOOGL财报后指出AI资本支出热潮继续'全速前进'。 https://slicast.com/article/9k4d2d Slicast en 2026-09-24T11:19:03.000Z Chinese AI platform executives face pressure to secure productive use cases ('find jobs') for 20GW of existing compute capacity as utilization challenges emerge. https://slicast.com/zh/article/9k4d2d Slicast zh-cn 2026-09-24T11:19:03.000Z 中国AI平台高管面临压力，需要为现有20GW计算产能开发生产用途（'找工作'），因为利用率挑战浮现。 https://slicast.com/article/58vok9 Slicast en 2026-09-24T11:07:25.000Z SoftBank expands capital commitments to AI infrastructure and semiconductor assets https://slicast.com/zh/article/58vok9 Slicast zh-cn 2026-09-24T11:07:25.000Z SoftBank 扩大对人工智能基础设施和半导体资产的资本承诺 https://slicast.com/article/jlmvri Slicast en 2026-09-24T11:00:00.000Z Chinese GPU maker Lisuan Tech releases LX 7G100 gaming GPU with performance between AMD Radeon RX 580 and NVIDIA GeForce RTX 2060 https://slicast.com/zh/article/jlmvri Slicast zh-cn 2026-09-24T11:00:00.000Z 中国GPU芯片厂商Lisuan Tech发布LX 7G100游戏显卡，性能介于AMD Radeon RX 580和NVIDIA GeForce RTX 2060之间 https://slicast.com/article/13200py Slicast en 2026-09-24T10:46:00.000Z Victoria, Australia, proposes mandatory renewable energy sourcing for data centers and provisions limiting cost-shifting and water consumption https://slicast.com/zh/article/13200py Slicast zh-cn 2026-09-24T10:46:00.000Z 澳大利亚维多利亚州提议数据中心必须自行采购可再生能源，并实施限制成本转移和水耗的规定 https://slicast.com/article/zpe6f4 Slicast en 2026-09-24T10:39:00.000Z Digital Realty appoints Microsoft veteran Jim Collins as global head of energy, signaling intensified focus on power management at the REIT https://slicast.com/zh/article/zpe6f4 Slicast zh-cn 2026-09-24T10:39:00.000Z Digital Realty 任命微软资深人士Jim Collins担任全球能源主管，表明该房地产投资信托基金对电力管理的战略重视 https://slicast.com/article/1hf0itc Slicast en 2026-09-24T10:38:08.000Z Vertiv Holdings files SEC 8-K current report, signaling material event in power and cooling infrastructure operations https://slicast.com/zh/article/1hf0itc Slicast zh-cn 2026-09-24T10:38:08.000Z Vertiv Holdings 向美国证券交易委员会提交8-K当前报告，预示电力和冷却基础设施运营的重大事项 https://slicast.com/article/1gyjvgq Slicast en 2026-09-24T10:34:29.000Z Micron Technology reports earnings amid speculation that $100 billion long-term AI infrastructure contracts could drive memory and HBM demand https://slicast.com/zh/article/1gyjvgq Slicast zh-cn 2026-09-24T10:34:29.000Z Micron Technology 发布财报，业界推测千亿美元级长期人工智能基础设施合约可能推动内存和HBM需求 https://slicast.com/article/1orhmad Slicast en 2026-09-24T10:28:17.000Z Samsung partners with KT and SK Telecom as exclusive AI network provider on AI-RAN and 5G SA infrastructure to position Korea's 6G and edge AI leadership https://slicast.com/zh/article/1orhmad Slicast zh-cn 2026-09-24T10:28:17.000Z Samsung 与KT和SK Telecom 合作，作为独家人工智能网络提供商共同推进AI-RAN和5G SA基础设施建设，以确保韩国6G和边缘人工智能领导地位 https://slicast.com/article/ugbb1d Slicast en 2026-09-24T10:16:10.000Z Alibaba, ByteDance, and DeepSeek race to build 100-trillion-parameter large language models, escalating China's AI capex arms race https://slicast.com/zh/article/ugbb1d Slicast zh-cn 2026-09-24T10:16:10.000Z Alibaba、字节跳动和DeepSeek 竞相构建100万亿参数级大型语言模型，升级中国人工智能资本支出竞赛 https://slicast.com/article/1i4au60 Slicast en 2026-09-24T09:55:57.000Z TD Synnex announces AI Infrastructure Partnership, signaling distributor's expanded role in GPU servers and accelerators supply chain https://slicast.com/zh/article/1i4au60 Slicast zh-cn 2026-09-24T09:55:57.000Z TD Synnex 宣布人工智能基础设施合作伙伴关系，预示该分销商在GPU服务器和加速器供应链中角色的扩展 https://slicast.com/article/1bvgj18 Slicast en 2026-09-24T09:52:34.000Z Microsoft commits over $10 billion in Middle East investment through 2030 for data-center and cloud infrastructure expansion https://slicast.com/zh/article/1bvgj18 Slicast zh-cn 2026-09-24T09:52:34.000Z Microsoft 承诺在2030年前向中东投资超100亿美元用于数据中心和云基础设施扩展 https://slicast.com/article/1oe4183 Slicast en 2026-09-24T09:44:16.000Z OpenAI scales storage infrastructure to support over 1 billion ChatGPT users https://slicast.com/zh/article/1oe4183 Slicast zh-cn 2026-09-24T09:44:16.000Z OpenAI 扩展存储基础设施以支持超10亿ChatGPT用户 https://slicast.com/article/w9z80v Slicast en 2026-09-24T09:31:35.000Z European AI and cloud infrastructure provider Verda reaches unicorn valuation status, marking momentum in alternative GPU cloud and AI compute supply https://slicast.com/zh/article/w9z80v Slicast zh-cn 2026-09-24T09:31:35.000Z 欧洲人工智能和云基础设施提供商Verda达到独角兽估值，标志着替代性GPU云和人工智能计算供应的动力 https://slicast.com/article/4y2j1f Slicast en 2026-09-24T01:00:00.000Z Ampace to Spotlight Modular AI Data Center Power at Data Center World Asia (DCWA) https://slicast.com/zh/article/4y2j1f Slicast zh-cn 2026-09-24T01:00:00.000Z Ampace将在亚洲数据中心世界展示模块化AI数据中心电源 https://slicast.com/commentary/vertiv-2026-09-23 Slicast en 2026-09-23T21:44:10.094Z Vertiv DSX Ready Certification and UIG Acquisition, September 2026 https://slicast.com/zh/commentary/vertiv-2026-09-23 Slicast zh-cn 2026-09-23T21:44:10.094Z 英伟达DSX Ready认证与UIG收购：Vertiv的AI工厂全栈布局，2026年9月 https://slicast.com/commentary/crusoe-2026-09-23 Slicast en 2026-09-23T21:39:04.235Z Crusoe Neocloud, September 2026: $3.9B Series F, $13B Jane Street Deal, and a Nuclear Power Bet https://slicast.com/zh/commentary/crusoe-2026-09-23 Slicast zh-cn 2026-09-23T21:39:04.235Z Crusoe新云算力2026年9月：39亿美元F轮融资、130亿美元Jane Street合同与核能押注 https://slicast.com/commentary/microsoft-2026-09-23 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