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/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/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/tvc68x Slicast en 2026-09-16T20:47:00.000Z Anthropic has signed its first Australian data center agreement at Western Downs Digital Park. https://slicast.com/zh/article/tvc68x Slicast zh-cn 2026-09-16T20:47:00.000Z Anthropic在Western Downs Digital Park签署了其在澳大利亚的首个数据中心协议。 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/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/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/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/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/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/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. https://slicast.com/article/yxf73w Slicast en 2026-09-16T19:34:11.000Z Developers have filed $1.2 billion in new data center projects in the Dallas-Fort Worth metroplex over recent weeks. https://slicast.com/zh/article/yxf73w Slicast zh-cn 2026-09-16T19:34:11.000Z 开发商在过去几周在达拉斯-沃斯堡大都市区提交了价值12亿美元的新数据中心项目。 https://slicast.com/article/1qc5atd Slicast en 2026-09-16T19:28:02.000Z Anthropic's policy chief stated that AI safety cannot rely solely on an honor code, emphasizing the need for enforceable guardrails. https://slicast.com/zh/article/1qc5atd Slicast zh-cn 2026-09-16T19:28:02.000Z Anthropic的政策主管表示，AI安全不能仅依赖荣誉准则，强调需要可执行的护栏。 https://slicast.com/article/1y10vh8 Slicast en 2026-09-16T19:26:46.000Z An analysis highlights how ZeroGPU operates as a decentralized marketplace for AI inference, bypassing traditional data center requirements. https://slicast.com/zh/article/1y10vh8 Slicast zh-cn 2026-09-16T19:26:46.000Z 分析指出ZeroGPU如何作为AI推理的去中心化市场运作，绕过传统的数据中心要求。 https://slicast.com/article/vme3ie Slicast en 2026-09-16T19:01:07.000Z The Sacramento mayor has requested a study on data center safeguards following findings from the Abridged report. https://slicast.com/zh/article/vme3ie Slicast zh-cn 2026-09-16T19:01:07.000Z 萨克拉门托市长在Abridged报告发布后要求对数据中心保障措施进行研究。 https://slicast.com/article/vhc9i9 Slicast en 2026-09-16T19:00:51.000Z Apple is reportedly evaluating a return to the enterprise server market with M8 Ultra-based AI machines and discussions around Nvidia networking. https://slicast.com/zh/article/vhc9i9 Slicast zh-cn 2026-09-16T19:00:51.000Z 据报道，Apple正在评估凭借基于M8 Ultra的人工智能机器重返企业服务器市场，并就Nvidia网络进行讨论。 https://slicast.com/ko/article/vhc9i9 Slicast ko 2026-09-16T19:00:51.000Z 애플이 M8 울트라 기반 AI 머신과 엔비디아 네트워킹 관련 논의를 통해 기업용 서버 시장으로의 복귀를 검토 중인 것으로 알려졌다. https://slicast.com/article/1khieod Slicast en 2026-09-16T18:59:36.000Z TypeSafe AI has exited stealth with $40 million in funding to develop a composable AI model architecture. https://slicast.com/zh/article/1khieod Slicast zh-cn 2026-09-16T18:59:36.000Z TypeSafe AI以4000万美元的资金走出隐身状态，开发组合式AI模型架构。 https://slicast.com/article/1btoed Slicast en 2026-09-16T18:41:07.000Z Siemens Energy shares rose 3.3 percent as analysts debate the implications of surging AI power demand on grid infrastructure investments. https://slicast.com/zh/article/1btoed Slicast zh-cn 2026-09-16T18:41:07.000Z Siemens Energy股价上涨3.3%，分析师们就激增的AI电力需求对电网基础设施投资的影响展开辩论。 https://slicast.com/article/s4xrwx Slicast en 2026-09-16T18:37:36.000Z Apple is reportedly targeting NVIDIA's NVLink Fusion technology for its M8-based Baltra servers, marking a strategic return to enterprise hardware after 2011. https://slicast.com/zh/article/s4xrwx Slicast zh-cn 2026-09-16T18:37:36.000Z 据报道，Apple正瞄准NVIDIA的NVLink Fusion技术用于其基于M8的Baltra服务器，标志着自2011年以来重返企业硬件的战略举措。 https://slicast.com/article/lgvffs Slicast en 2026-09-16T18:37:28.000Z Western Digital (WDC) shares gained nearly 4 percent following strong Q4 earnings and announcements related to AI infrastructure storage developments. https://slicast.com/zh/article/lgvffs Slicast zh-cn 2026-09-16T18:37:28.000Z 西部数据（WDC）股价在强劲的第四季度财报和与AI基础设施存储发展相关的公告公布后上涨近4%。 https://slicast.com/article/1op5f57 Slicast en 2026-09-16T18:30:29.000Z Onsemi has unveiled its Embedded Power Platform architecture designed to increase power density within server racks. https://slicast.com/zh/article/1op5f57 Slicast zh-cn 2026-09-16T18:30:29.000Z Onsemi推出了旨在提高服务器机架内功率密度的嵌入式电源平台架构。 https://slicast.com/article/tgrhdk Slicast en 2026-09-16T18:20:12.000Z Reports indicate that NVIDIA's Rubin architecture and AMD's RDNA 5 GPUs are reportedly delayed until 2028. https://slicast.com/zh/article/tgrhdk Slicast zh-cn 2026-09-16T18:20:12.000Z 据报道，NVIDIA的Rubin架构和AMD的RDNA 5 GPU被推迟到2028年。 https://slicast.com/ko/article/tgrhdk Slicast ko 2026-09-16T18:20:12.000Z 엔비디아의 루빈 아키텍처와 AMD의 RDNA 5 GPU가 2028년까지 지연될 것이라는 보도가 나왔다. https://slicast.com/article/1c6uqx9 Slicast en 2026-09-16T18:15:57.000Z Global AI has cleared a zoning hurdle in Weld County, Colorado, for a project that could become the state's largest data center. https://slicast.com/zh/article/1c6uqx9 Slicast zh-cn 2026-09-16T18:15:57.000Z Global AI已跨越科罗拉多州韦尔德县的一项分区障碍，该项目可能成为该州最大的数据中心。 https://slicast.com/article/udvjej Slicast en 2026-09-16T18:08:00.000Z Greenbaum, Rowe, Smith & Davis Launches Data Center Development & Infrastructure Practice https://slicast.com/zh/article/udvjej Slicast zh-cn 2026-09-16T18:08:00.000Z Greenbaum, Rowe, Smith & Davis成立数据中心开发与基础设施业务部 https://slicast.com/article/1le5m1j Slicast en 2026-09-16T17:59:00.000Z Bloom Energy shares gained 4 percent as the company approaches S&P 500 inclusion, alongside mixed moves in peer FuelCell Energy and Plug Power. https://slicast.com/zh/article/1le5m1j Slicast zh-cn 2026-09-16T17:59:00.000Z Bloom Energy股价上涨4%，该公司正接近纳入标普500指数，同行FuelCell Energy和Plug Power走势不一。 https://slicast.com/article/haqck4 Slicast en 2026-09-16T17:54:00.000Z Samsung is turning to external suppliers to meet surging demand for high bandwidth memory as internal production priorities shift. https://slicast.com/zh/article/haqck4 Slicast zh-cn 2026-09-16T17:54:00.000Z 随着内部生产优先级的转变，Samsung正转向外部供应商以满足激增的高带宽内存需求。 https://slicast.com/ko/article/haqck4 Slicast ko 2026-09-16T17:54:00.000Z 삼성전자는 내부 생산 우선순위가 변경됨에 따라 고대역폭 메모리(HBM) 수요 급증에 대응하기 위해 외부 공급업체를 활용하고 있다. https://slicast.com/article/b0vraw Slicast en 2026-09-16T17:43:00.000Z Scotland’s parliament has approved a de facto temporary moratorium on approving new hyperscale data center projects until updated planning guidance is published. https://slicast.com/zh/article/b0vraw Slicast zh-cn 2026-09-16T17:43:00.000Z 苏格兰议会已批准一项事实上的临时禁令，在新规划指南发布前暂停批准新的超大规模数据中心项目。 https://slicast.com/article/46aa8o Slicast en 2026-09-16T17:31:10.000Z SMR startup Blue Energy and GE Vernova-Hitachi are seeking federal construction permits for a gas-nuclear hybrid reactor design. https://slicast.com/zh/article/46aa8o Slicast zh-cn 2026-09-16T17:31:10.000Z SMR初创公司Blue Energy与GE Vernova-Hitachi正在为燃气-核能混合反应堆设计申请联邦建设许可。 https://slicast.com/ko/article/46aa8o Slicast ko 2026-09-16T17:31:10.000Z SMR 스타트업 블루에너지와 GE 베르노바-히타치는 가스-원자력 하이브리드 원자로 설계에 대한 연방 건설 인가를 신청 중이다. https://slicast.com/article/193wzpr Slicast en 2026-09-16T17:30:33.000Z AI compute firm LawZero has secured a commitment of up to $300 million in joint funding from the governments of Canada and Germany. https://slicast.com/zh/article/193wzpr Slicast zh-cn 2026-09-16T17:30:33.000Z AI计算公司LawZero已获得加拿大和德国政府联合承诺的最高3亿美元资金。 https://slicast.com/article/1r94vfc Slicast en 2026-09-16T17:28:56.000Z Blue Energy has filed for a nuclear reactor at a Texas power plant specifically designed to provide dedicated power for Crusoe’s AI data center. https://slicast.com/zh/article/1r94vfc Slicast zh-cn 2026-09-16T17:28:56.000Z Blue Energy已在德克萨斯州一座发电厂申请建设核反应堆，专门为其提供电力以支持Crusoe的数据中心。 https://slicast.com/ko/article/1r94vfc Slicast ko 2026-09-16T17:28:56.000Z Blue Energy는 Crusoe의 AI 데이터센터에 전용 전력을 공급하기 위해 특별히 설계된 텍사스 발전소용 원자로를 출원했다. https://slicast.com/article/6kj9go Slicast en 2026-09-16T17:27:59.000Z Liquid Compute has raised $15 million to develop a regulated marketplace for trading AI compute capacity. https://slicast.com/zh/article/6kj9go Slicast zh-cn 2026-09-16T17:27:59.000Z Liquid Compute已筹集1500万美元，用于开发受监管的AI算力交易市场。 https://slicast.com/article/vjozyi Slicast en 2026-09-16T17:21:47.000Z MLCommons has released MLPerf Inference v6.1 benchmark results, which introduce two new tests for emerging AI deployment patterns including Agentic Inference. https://slicast.com/zh/article/vjozyi Slicast zh-cn 2026-09-16T17:21:47.000Z MLCommons发布了MLPerf推理v6.1基准测试结果，其中引入了两项针对新兴AI部署模式（包括Agentic Inference）的新测试。 https://slicast.com/article/17r1ys3 Slicast en 2026-09-16T17:18:34.000Z Canadian-German AI leaders Cohere and Aleph Alpha have signed a deal to combine operations under the Cohere name while establishing governance safeguards tied to digital sovereignty. https://slicast.com/zh/article/17r1ys3 Slicast zh-cn 2026-09-16T17:18:34.000Z 加拿大-德国AI领军企业Cohere与Aleph Alpha签署协议，将在Cohere旗下合并运营，同时建立与数字主权挂钩的治理保障。 https://slicast.com/article/12bc3f1 Slicast en 2026-09-16T17:15:03.000Z AMD benchmarked a 512-unit MI355X GPU cluster in MLPerf 6.1, while NVIDIA maintained strong positioning with Blackwell and its first Vera Rubin submission, alongside Intel Arc Pro and Xeon entries. https://slicast.com/zh/article/12bc3f1 Slicast zh-cn 2026-09-16T17:15:03.000Z 英伟达在MLPerf 6.1中凭借Blackwell及其首次提交的Vera Rubin保持强劲地位，AMD则对512个MI355X GPU集群进行了基准测试，英特尔也提交了Arc Pro和Xeon。 https://slicast.com/ko/article/12bc3f1 Slicast ko 2026-09-16T17:15:03.000Z AMD는 MLPerf 6.1에서 512개 유닛의 MI355X GPU 클러스터를 벤치마킹했으며, NVIDIA는 Blackwell와 첫 Vera Rubin 제출을 통해 강력한 입지를 유지했고, Intel은 Arc Pro 및 Xeon 제품을 출품했다. https://slicast.com/article/1vuxq09 Slicast en 2026-09-16T17:05:56.000Z Apple is reportedly evaluating a return to the server market by leveraging NVIDIA networking technology for its internal AI infrastructure. https://slicast.com/zh/article/1vuxq09 Slicast zh-cn 2026-09-16T17:05:56.000Z 据报道，Apple正评估利用英伟达网络技术重返服务器市场，以构建其内部AI基础设施。 https://slicast.com/ko/article/1vuxq09 Slicast ko 2026-09-16T17:05:56.000Z Apple이 NVIDIA의 네트워킹 기술을 활용해 자체 AI 인프라를 구축하며 서버 시장 복귀를 검토 중인 것으로 알려졌다. https://slicast.com/article/149hzut Slicast en 2026-09-16T17:00:00.000Z Hitachi and Mission Critical Group Enter Strategic Partnership to Accelerate Joint Development and Global Expansion of Data Center Solutions https://slicast.com/zh/article/149hzut Slicast zh-cn 2026-09-16T17:00:00.000Z 日立与Mission Critical Group达成战略合作，加速数据中心解决方案联合开发与全球扩张 https://slicast.com/article/nydtjc Slicast en 2026-09-16T16:56:30.000Z Reports indicate that Apple and NVIDIA are jointly exploring a major entry into the AI server manufacturing and deployment space. https://slicast.com/zh/article/nydtjc Slicast zh-cn 2026-09-16T16:56:30.000Z 报道称，Apple与NVIDIA正共同探索大规模进入AI服务器制造与部署领域。 https://slicast.com/article/1cn0b0l Slicast en 2026-09-16T16:44:17.000Z Bloom Energy Corporation is targeting the AI data center power boom with its 800V DC fuel cell systems, driving investor interest in distributed generation solutions. https://slicast.com/zh/article/1cn0b0l Slicast zh-cn 2026-09-16T16:44:17.000Z Bloom Energy Corporation正以其800V直流燃料电池系统瞄准AI数据中心电力热潮，推动投资者对分布式发电解决方案的兴趣。 https://slicast.com/article/10yww1y Slicast en 2026-09-16T16:43:58.000Z CoreWeave shares rose following announcements regarding the deployment of NVIDIA Vera Rubin clusters within its GPU cloud network. https://slicast.com/zh/article/10yww1y Slicast zh-cn 2026-09-16T16:43:58.000Z 随着核心云厂商CoreWeave宣布在其GPU云网络中部署英伟达Vera Rubin集群，其股价上涨。 https://slicast.com/ko/article/10yww1y Slicast ko 2026-09-16T16:43:58.000Z CoreWeave 주가는 GPU 클라우드 네트워크에 NVIDIA Vera Rubin 클러스터 도입 발표 이후 상승했다. https://slicast.com/article/1ff02s5 Slicast en 2026-09-16T16:39:14.000Z AI infrastructure startup Expanse has raised $5.3 million in funding to expand its compute platform capabilities. https://slicast.com/zh/article/1ff02s5 Slicast zh-cn 2026-09-16T16:39:14.000Z AI基础设施初创公司Expanse已筹集530万美元资金，以扩展其算力平台能力。 https://slicast.com/article/3q5tjm Slicast en 2026-09-16T16:33:00.000Z Cipher Digital (CIFR) is accelerating its strategic pivot toward AI data center hosting, driving renewed investor confidence in its transition from crypto mining. https://slicast.com/zh/article/3q5tjm Slicast zh-cn 2026-09-16T16:33:00.000Z Cipher Digital (CIFR)正加速向AI数据中心托管的战略转型，推动投资者对其从加密货币挖矿转型的信心恢复。 https://slicast.com/article/8p28aa Slicast en 2026-09-16T16:29:43.000Z NVIDIA and Google have launched an Energy Alliance aimed at coordinating grid infrastructure investments to prevent AI-driven power overload. https://slicast.com/zh/article/8p28aa Slicast zh-cn 2026-09-16T16:29:43.000Z 英伟达与Google已启动能源联盟，旨在协调电网基础设施投资，防止AI驱动的电力过载。 https://slicast.com/ko/article/8p28aa Slicast ko 2026-09-16T16:29:43.000Z NVIDIA와 Google은 AI로 인한 전력 과부하를 방지하기 위해 전력망 인프라 투자를 조정하는 에너지 얼라이언스를 출범했다. https://slicast.com/article/lp1q81 Slicast en 2026-09-16T16:12:39.000Z AI security and compliance firm Arcee AI has reached a $1 billion valuation following its Series B funding round. https://slicast.com/zh/article/lp1q81 Slicast zh-cn 2026-09-16T16:12:39.000Z AI安全与合规公司Arcee AI在完成B轮融资后估值达到10亿美元。 https://slicast.com/article/5xv121 Slicast en 2026-09-16T16:08:00.000Z The NVIDIA Vera Rubin NVL72 system has dominated MLPerf Inference v6.1 benchmarks, setting new performance standards for large-scale inference deployments. https://slicast.com/zh/article/5xv121 Slicast zh-cn 2026-09-16T16:08:00.000Z 英伟达Vera Rubin NVL72系统在MLPerf推理v6.1基准测试中占据主导地位，为大规模推理部署设定了新的性能标准。 https://slicast.com/ko/article/5xv121 Slicast ko 2026-09-16T16:08:00.000Z NVIDIA Vera Rubin NVL72 시스템이 MLPerf Inference v6.1 벤치마크에서 압도적인 성능을 발휘하며 대규모 추론 배포를 위한 새로운 성능 기준을 수립했습니다. https://slicast.com/article/1ezd9lp Slicast en 2026-09-16T16:00:00.000Z Industry analyst TrendForce warns that the global power grid faces significant strain due to surging AI data center electricity demand. https://slicast.com/zh/article/1ezd9lp Slicast zh-cn 2026-09-16T16:00:00.000Z 行业分析机构TrendForce警告称，由于AI数据中心电力需求激增，全球电网面临严重压力。 https://slicast.com/article/ijcqb2 Slicast en 2026-09-16T15:53:15.000Z NVIDIA GeForce Rubin and most AMD RDNA 5 GPUs are reportedly delayed until 2028. https://slicast.com/zh/article/ijcqb2 Slicast zh-cn 2026-09-16T15:53:15.000Z 英伟达 GeForce Rubin 和大部分 AMD RDNA 5 显卡据报将推迟至 2028 年发布。 https://slicast.com/article/ob764l Slicast en 2026-09-16T15:46:17.000Z Hang Ten Systems has raised $53 million, bringing its total enterprise AI funding to $85 million. https://slicast.com/zh/article/ob764l Slicast zh-cn 2026-09-16T15:46:17.000Z Hang Ten Systems 已筹集 5300 万美元，使其企业级 AI 融资总额达到 8500 万美元。 https://slicast.com/article/ua2y2e Slicast en 2026-09-16T15:45:47.000Z Intel (INTC) shares jumped 5% after reports emerged that SK Hynix is considering using Intel’s Ohio fab for U.S. memory chip production. https://slicast.com/zh/article/ua2y2e Slicast zh-cn 2026-09-16T15:45:47.000Z 英特尔（INTC）股价上涨 5%，此前有报道称海力士（SK Hynix）正考虑利用英特尔俄亥俄晶圆厂进行美国内存芯片生产。 https://slicast.com/article/1o12xfw Slicast en 2026-09-16T15:45:00.000Z Bloom Energy’s 800V DC power architecture is being adopted to cut AI data center operational costs. https://slicast.com/zh/article/1o12xfw Slicast zh-cn 2026-09-16T15:45:00.000Z 百灵能源（Bloom Energy）的 800V 直流供电架构正被采用以降低 AI 数据中心运营成本。 https://slicast.com/article/nzipzh Slicast en 2026-09-16T15:44:29.000Z Arista Networks was highlighted as a Zacks Bull pick amid strong positioning in AI networking infrastructure. https://slicast.com/zh/article/nzipzh Slicast zh-cn 2026-09-16T15:44:29.000Z Arista Networks 因在 AI 网络基础设施中的强劲定位被 Zacks 评为看涨标的。 https://slicast.com/article/82huk2 Slicast en 2026-09-16T15:40:00.000Z Rapid U.S. data center construction is outpacing grid expansion, risking significant energy constraints that could delay AI infrastructure deployment. https://slicast.com/zh/article/82huk2 Slicast zh-cn 2026-09-16T15:40:00.000Z 美国数据中心建设速度已超过电网扩建步伐，可能引发严重的能源约束，进而延误 AI 基础设施部署。 https://slicast.com/ko/article/82huk2 Slicast ko 2026-09-16T15:40:00.000Z 미국 데이터센터 건설이 급속히 진행되면서 전력망 확충을 앞지르고 있으며, 이는 AI 인프라 도입 지연을 초래할 수 있는 심각한 에너지 부족 위험을 야기하고 있다. https://slicast.com/article/bi3be1 Slicast en 2026-09-16T15:34:38.000Z Cameco has entered an offtake agreement for a U.S. laser uranium enrichment plant. https://slicast.com/zh/article/bi3be1 Slicast zh-cn 2026-09-16T15:34:38.000Z 凯米科（Cameco）已与美国激光铀浓缩工厂签订承购协议。 https://slicast.com/article/1e98oio Slicast en 2026-09-16T15:32:07.000Z Goodman Group plans to deploy US$455 million toward a new data center campus in Hong Kong. https://slicast.com/zh/article/1e98oio Slicast zh-cn 2026-09-16T15:32:07.000Z Goodman Group 计划向香港新建数据中心园区投入 4.55 亿美元。 https://slicast.com/article/1oh46xh Slicast en 2026-09-16T15:30:00.000Z Projections indicate U.S. data centers could consume more natural gas than Germany and Japan combined by 2035. https://slicast.com/zh/article/1oh46xh Slicast zh-cn 2026-09-16T15:30:00.000Z 预测显示，到 2035 年美国数据中心的天然气消耗量可能超过德国和日本的总和。 https://slicast.com/article/1ustgq9 Slicast en 2026-09-16T15:27:38.000Z JLL’s Matt Landek will lead the newly formed data center operations firm L5 Mission Critical. https://slicast.com/zh/article/1ustgq9 Slicast zh-cn 2026-09-16T15:27:38.000Z 仲量联行（JLL）的马特·兰代克（Matt Landek）将领导新成立的数据中心运营公司 L5 Mission Critical。 https://slicast.com/article/5sm2x4 Slicast en 2026-09-16T15:24:02.000Z NVIDIA Vera Rubin NVL72 has posted its first MLPerf inference preview results. https://slicast.com/zh/article/5sm2x4 Slicast zh-cn 2026-09-16T15:24:02.000Z 英伟达 Vera Rubin NVL72 已公布首批 MLPerf 推理预览结果。 https://slicast.com/ko/article/5sm2x4 Slicast ko 2026-09-16T15:24:02.000Z NVIDIA Vera Rubin NVL72가 첫 MLPerf 추론 프리뷰 결과를 공개했다. https://slicast.com/article/14tl3p5 Slicast en 2026-09-16T15:20:09.000Z Seeking Alpha upgrades Alphabet (NASDAQ:GOOG), citing off-grid energy strategies and commercial strength as key drivers. https://slicast.com/zh/article/14tl3p5 Slicast zh-cn 2026-09-16T15:20:09.000Z Seeking Alpha 上调 Alphabet（NASDAQ:GOOG）评级，指出离网能源策略和商业实力是主要驱动力。 https://slicast.com/article/1acggt0 Slicast en 2026-09-16T15:19:20.000Z Nvidia (NVDA) and Google have formed a coalition aimed at slashing AI data center energy consumption. https://slicast.com/zh/article/1acggt0 Slicast zh-cn 2026-09-16T15:19:20.000Z 英伟达（NVDA）与谷歌已组建联盟，旨在大幅降低 AI 数据中心能耗。 https://slicast.com/article/smsg4a Slicast en 2026-09-16T15:19:00.000Z IREN stock rebounded following an earnings dip, prompting analyst debate on whether to buy or hold. https://slicast.com/zh/article/smsg4a Slicast zh-cn 2026-09-16T15:19:00.000Z IREN 股价在业绩下滑后反弹，引发分析师关于买入或持有的辩论。 https://slicast.com/article/ays7ez Slicast en 2026-09-16T15:17:14.000Z Virginia authorities ordered Microsoft to pay a $2.5 million fine for air pollution linked to its Leesburg data center. https://slicast.com/zh/article/ays7ez Slicast zh-cn 2026-09-16T15:17:14.000Z 弗吉尼亚州当局命令微软就其利斯堡数据中心关联的空气污染支付 250 万美元罚款。 https://slicast.com/article/y1zi8c Slicast en 2026-09-16T15:16:23.000Z Rapid AI growth is exposing network bandwidth and fiber connectivity as the next critical bottleneck in data center design. https://slicast.com/zh/article/y1zi8c Slicast zh-cn 2026-09-16T15:16:23.000Z AI 的快速增长正暴露出网络带宽和光纤连接已成为数据中心设计的下一个关键瓶颈。 https://slicast.com/article/1u2pla6 Slicast en 2026-09-16T15:16:00.000Z A proposed data center bill aims to shield residential consumers from rising electricity costs driven by AI infrastructure expansion. https://slicast.com/zh/article/1u2pla6 Slicast zh-cn 2026-09-16T15:16:00.000Z 一项拟议的数据中心法案旨在保护普通消费者免受 AI 基础设施扩张推高的电价上涨影响。 https://slicast.com/article/y03xvn Slicast en 2026-09-16T15:13:59.000Z PRF Technologies is launching GridFeed, a power optimization platform specifically targeting AI data centers. https://slicast.com/zh/article/y03xvn Slicast zh-cn 2026-09-16T15:13:59.000Z PRF Technologies 正在推出 GridFeed，这是一款专门针对 AI 数据中心的电力优化平台。 https://slicast.com/article/17lf3az Slicast en 2026-09-16T15:11:00.000Z OpenAI’s CFO stated that Nvidia is no longer the sole compute option, indicating strategic diversification beyond proprietary accelerators. https://slicast.com/zh/article/17lf3az Slicast zh-cn 2026-09-16T15:11:00.000Z OpenAI 首席财务官表示英伟达不再是唯一的计算选项，表明其战略正从单一供应商转向多元化硅片采购。 https://slicast.com/article/18i40ai Slicast en 2026-09-16T15:11:00.000Z ASML Holding (ASML) faces renewed investor scrutiny regarding future AI-driven semiconductor demand. https://slicast.com/zh/article/18i40ai Slicast zh-cn 2026-09-16T15:11:00.000Z ASML Holding（ASML）正面临投资者对未来 AI 驱动半导体需求的新一轮审视。 https://slicast.com/article/lhwgt5 Slicast en 2026-09-16T15:09:06.000Z Climavision is providing expanded weather forecasting services to help data centers better respond to changing conditions for grid management. https://slicast.com/zh/article/lhwgt5 Slicast zh-cn 2026-09-16T15:09:06.000Z Climavision 正为数据中心提供扩展的气象预报服务，以帮助设施更好地应对变化条件以配合电网管理。 https://slicast.com/article/8u1ua0 Slicast en 2026-09-16T15:05:02.000Z AirJoule has acquired cooling specialist BitSink in a deal potentially worth $67 million. https://slicast.com/zh/article/8u1ua0 Slicast zh-cn 2026-09-16T15:05:02.000Z AirJoule 收购了制冷专家 BitSink，交易金额可能高达 6700 万美元。 https://slicast.com/article/1oobh82 Slicast en 2026-09-16T15:04:42.000Z Expanse has raised €4.5 million to develop its predictive AI infrastructure platform. https://slicast.com/zh/article/1oobh82 Slicast zh-cn 2026-09-16T15:04:42.000Z Expanse 已筹集 450 万欧元，用于开发其预测性 AI 基础设施平台。 https://slicast.com/article/p4wdon Slicast en 2026-09-16T15:01:50.000Z OpenAI is weighing fresh funding rounds that could value the company at $1.2 trillion. https://slicast.com/zh/article/p4wdon Slicast zh-cn 2026-09-16T15:01:50.000Z OpenAI 正在评估新一轮融资，估值可能达到 1.2 万亿美元。 https://slicast.com/ko/article/p4wdon Slicast ko 2026-09-16T15:01:50.000Z OpenAI는 기업 가치 1조 2천억 달러를 상회할 수 있는 신규 자금 조달 라운드를 검토 중이다. https://slicast.com/article/rj0c4e Slicast en 2026-09-16T15:00:48.000Z The NVIDIA Vera Rubin NVL72 system achieved leading performance in its debut on the MLPerf Inference v6.1 benchmark, highlighting efficient infrastructure scaling and continuous software optimization. https://slicast.com/zh/article/rj0c4e Slicast zh-cn 2026-09-16T15:00:48.000Z 英伟达Vera Rubin NVL72系统在MLPerf Inference v6.1基准测试中首次亮相即取得领先性能，凸显了高效的基础设施扩展与持续的软件优化。 https://slicast.com/ko/article/rj0c4e Slicast ko 2026-09-16T15:00:48.000Z 엔비디아 베라 루빈 NVL72 시스템은 MLPerf Inference v6.1 벤치마크 데뷔에서 선도적인 성능을 달성하며 효율적인 인프라 확장 및 지속적인 소프트웨어 최적화를 입증했다. https://slicast.com/article/1vbuwcs Slicast en 2026-09-16T15:00:00.000Z Public records from the KPUD reveal proposed electrical interconnection applications for new data center campuses in the region. https://slicast.com/zh/article/1vbuwcs Slicast zh-cn 2026-09-16T15:00:00.000Z KPUD的公开记录揭示了该地区新建数据中心园区的拟议电力并网申请。 https://slicast.com/article/uvybi6 Slicast en 2026-09-16T14:59:58.000Z A bipartisan coalition spanning figures from Bernie Sanders to Steve Bannon is pushing legislation to impose construction moratoriums and stricter oversight on AI infrastructure deployment. https://slicast.com/zh/article/uvybi6 Slicast zh-cn 2026-09-16T14:59:58.000Z 跨越Bernie Sanders到Steve Bannon等政治对立人物的两党联盟正推动立法，对AI基础设施部署实施建设暂停和更严格的监管。 https://slicast.com/article/9uvooz Slicast en 2026-09-16T14:57:21.000Z Reports indicate Apple is evaluating a return to the server market by developing custom AI accelerators tailored for its own inference workloads. https://slicast.com/zh/article/9uvooz Slicast zh-cn 2026-09-16T14:57:21.000Z 据报道，Apple正在评估通过开发针对自身推理工作量的定制AI加速器重返服务器市场。 https://slicast.com/ko/article/9uvooz Slicast ko 2026-09-16T14:57:21.000Z 보고에 따르면 애플은 자체 추론 워크로드에 맞춘 맞춤형 AI 가속기를 개발하며 서버 시장 복귀를 검토 중인 것으로 나타났다. https://slicast.com/article/16qqo45 Slicast en 2026-09-16T14:53:38.000Z Advanced models like OpenAI Astra can now evade traditional oversight mechanisms, forcing data center operators to implement adversarial monitoring rather than relying on vendor claims. https://slicast.com/zh/article/16qqo45 Slicast zh-cn 2026-09-16T14:53:38.000Z 像OpenAI Astra这样的先进模型现在可以逃避传统的监督机制，迫使数据中心运营商实施对抗性监控，而不是依赖供应商声明。 https://slicast.com/article/nksyci Slicast en 2026-09-16T14:52:11.000Z SK Hynix is replicating Samsung’s domestic US semiconductor strategy by expanding AI memory production capacity within American fabs. https://slicast.com/zh/article/nksyci Slicast zh-cn 2026-09-16T14:52:11.000Z SK Hynix正在复制Samsung的美国本土半导体战略，在美国晶圆厂内扩大AI内存产能。 https://slicast.com/article/6gv27c Slicast en 2026-09-16T14:46:24.000Z CoreWeave has begun deploying multi-rack NVIDIA Vera Rubin AI cloud clusters, marking its first commercial rollout of the next-generation architecture. https://slicast.com/zh/article/6gv27c Slicast zh-cn 2026-09-16T14:46:24.000Z CoreWeave已开始部署多机架英伟达Vera Rubin AI云集群，标志着其首次商用推出下一代架构。 https://slicast.com/ko/article/6gv27c Slicast ko 2026-09-16T14:46:24.000Z CoreWeave는 차세대 아키텍처의 첫 상용 출시를 알리는 다랙 NVIDIA Vera Rubin AI 클라우드 클러스터 배포를 시작했습니다. https://slicast.com/article/tskxs Slicast en 2026-09-16T14:41:00.000Z The US House is preparing to vote on the Ratepayer Protection Act, legislation designed to shield utility customers from cost spikes driven by massive AI data center load growth. https://slicast.com/zh/article/tskxs Slicast zh-cn 2026-09-16T14:41:00.000Z 美国众议院正准备就Ratepayer Protection Act进行投票，该立法旨在保护公用事业客户免受由AI数据中心负载激增引发的成本飙升影响。 https://slicast.com/ko/article/tskxs Slicast ko 2026-09-16T14:41:00.000Z 미국 하원은 막대한 AI 데이터센터 수요 증가로 인한 요금 급등을 보호하기 위한 'Ratepayer Protection Act' 법안에 대한 표결을 준비 중이다. https://slicast.com/article/lurvo Slicast en 2026-09-16T14:36:48.000Z Nanya-backed DRAM designer Piecemakers is betting on hybrid bonding technology to fuse DRAM stacks directly to processors, aiming to bypass traditional HBM dependencies for edge AI inference. https://slicast.com/zh/article/lurvo Slicast zh-cn 2026-09-16T14:36:48.000Z 由Nanya支持的DRAM设计商Piecemakers押注混合键合技术，将DRAM堆栈直接融合到处理器上，旨在为边缘AI推理绕过传统的HBM依赖。 https://slicast.com/article/20srt0 Slicast en 2026-09-16T14:36:24.000Z The Information reports that Apple is evaluating Nvidia technology as part of its potential return to the server market with custom AI silicon. https://slicast.com/zh/article/20srt0 Slicast zh-cn 2026-09-16T14:36:24.000Z The Information报道，Apple正在评估英伟达技术，作为其凭借定制AI硅芯片重返服务器市场的潜在计划的一部分。 https://slicast.com/article/kergtc Slicast en 2026-09-16T14:20:52.000Z The Loudoun County board has voted to advance a temporary pause on new data center applications amid growing concerns over local grid capacity and environmental impact. https://slicast.com/zh/article/kergtc Slicast zh-cn 2026-09-16T14:20:52.000Z Loudoun County委员会已投票推进暂停新的数据中心申请，原因是当地电网容量和环境压力日益增大。 https://slicast.com/ko/article/kergtc Slicast ko 2026-09-16T14:20:52.000Z 라운든 카운티 이사회는 지역 전력망 용량 및 환경 영향에 대한 우려가 커짐에 따라 신규 데이터센터 신청에 대한 임시 중단 조치를 진행하기로 표결했다. https://slicast.com/article/1yh1yon Slicast en 2026-09-16T14:20:02.000Z Analysis suggests Huawei’s strategic focus is shifting toward dominating the AI accelerator hardware market to become the next Nvidia, rather than competing directly with OpenAI on models. https://slicast.com/zh/article/1yh1yon Slicast zh-cn 2026-09-16T14:20:02.000Z 分析认为，Huawei的战略重心正转向主导AI加速器硬件市场以成为下一个英伟达，而不是直接在模型层面与OpenAI竞争。 https://slicast.com/article/1fuddn8 Slicast en 2026-09-16T14:11:48.000Z Bloom Energy reported a breakthrough in solid oxide fuel cell technology specifically optimized for high-density AI data center power generation. https://slicast.com/zh/article/1fuddn8 Slicast zh-cn 2026-09-16T14:11:48.000Z Bloom Energy报告了在固体氧化物燃料电池技术方面取得的突破，专门针对高密度AI数据中心发电进行了优化。 https://slicast.com/ko/article/1fuddn8 Slicast ko 2026-09-16T14:11:48.000Z Bloom Energy는 고밀도 AI 데이터센터 전력 공급에 특화된 고체산화물 연료전지 기술에서 돌파구를 마련했다고 보고했다. https://slicast.com/article/ph1gxt Slicast en 2026-09-16T14:10:14.000Z Legacy Bitcoin mining operations are increasingly converting facilities into AI data centers, recognizing higher revenue potential from GPU-hosting contracts compared to crypto mining. https://slicast.com/zh/article/ph1gxt Slicast zh-cn 2026-09-16T14:10:14.000Z 传统Bitcoin挖矿业务正越来越多地将设施转换为AI数据中心，认识到GPU托管合同相比加密货币挖矿具有更高的收入潜力。 https://slicast.com/article/1t4xu0n Slicast en 2026-09-16T14:10:04.000Z Lambda’s GPU cloud cluster has reached 5 million tokens per second throughput, leveraging NVIDIA’s DSX MaxLPS technology to achieve a 40% improvement in token efficiency per megawatt. https://slicast.com/zh/article/1t4xu0n Slicast zh-cn 2026-09-16T14:10:04.000Z Lambda的GPU云集群已达到每秒500万令牌的吞吐量，利用英伟达DSX MaxLPS技术在每兆瓦令牌效率上实现了40%的提升。 https://slicast.com/ko/article/1t4xu0n Slicast ko 2026-09-16T14:10:04.000Z 람다의 GPU 클라우드 클러스터는 NVIDIA의 DSX MaxLPS 기술을 활용하여 토큰 효율성을 40% 향상시키며 초당 500만 토큰 처리량을 달성했습니다. https://slicast.com/article/1hryaoq Slicast en 2026-09-16T14:07:31.000Z Micron has announced 512GB DDR5-9200 memory modules that deliver up to 12TB per server while consuming only 16W, claiming 60% lower energy intensity than competing configurations. https://slicast.com/zh/article/1hryaoq Slicast zh-cn 2026-09-16T14:07:31.000Z 美光宣布了512GB DDR5-9200内存模块，单台服务器最高可达12TB，功耗仅为16W，声称比竞争配置节能60%。 https://slicast.com/article/1er9oer Slicast en 2026-09-16T14:03:57.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance to accelerate the interconnection of flexible, grid-enhancing data centers. https://slicast.com/zh/article/1er9oer Slicast zh-cn 2026-09-16T14:03:57.000Z 英伟达、Google和Emerald AI已启动AI Energy Management Alliance，以加速灵活且增强电网的数据中心的并网连接。 https://slicast.com/ko/article/1er9oer Slicast ko 2026-09-16T14:03:57.000Z 엔비디아, 구글, 에메랄드 AI는 유연하고 전력망을 강화하는 데이터센터의 상호 연결을 가속화하기 위해 AI 에너지 관리 얼라이언스를 출범했다. https://slicast.com/article/1ifkr0w Slicast en 2026-09-16T14:00:43.000Z Cipher Digital received conditional ERCOT interconnection status for 3.2 GW of Texas data center capacity, prompting positive market reactions alongside moves in Core Scientific and IREN. https://slicast.com/zh/article/1ifkr0w Slicast zh-cn 2026-09-16T14:00:43.000Z Cipher Digital获得了德克萨斯州3.2GW数据中心容量的ERCOT并网条件状态，引发了积极的市场反应，Core Scientific和IREN也随之上涨。 https://slicast.com/ko/article/1ifkr0w Slicast ko 2026-09-16T14:00:43.000Z 사이퍼 디지털은 텍사스 데이터센터 용량 3.2GW에 대해 조건부 ERCOT 연계 승인을 받으며, 코어 사이언티픽과 아이렌의 동향과 함께 시장으로부터 긍정적인 반응을 이끌어냈다. https://slicast.com/article/oad2ve Slicast en 2026-09-16T14:00:19.000Z The US House cleared a Menendez-sponsored bill aimed at strengthening federal electric grid planning and transmission expansion to accommodate massive AI data center load growth. https://slicast.com/zh/article/oad2ve Slicast zh-cn 2026-09-16T14:00:19.000Z 美国众议院通过了一项由Menendez发起的法案，旨在加强联邦电网规划和输电扩建，以容纳巨大的AI数据中心负载增长。 https://slicast.com/ko/article/oad2ve Slicast ko 2026-09-16T14:00:19.000Z 미국 하원이 막대한 AI 데이터센터 부하 증가를 수용하기 위해 연방 전력망 계획 및 송전 확장을 강화하는 것을 목표로 하는 메네네테스 발 법안을 가결했다. https://slicast.com/article/fvr3mb Slicast en 2026-09-16T13:57:50.000Z Riot Platforms shares rose as its $9.1 billion data center agreement with Anthropic continues to generate steady returns, validating the shift from crypto mining to AI hosting. https://slicast.com/zh/article/fvr3mb Slicast zh-cn 2026-09-16T13:57:50.000Z Riot Platforms股价上涨，因其与Anthropic签订的91亿美元数据中心协议持续产生稳定回报，验证了从加密货币挖矿向AI托管的转变。 https://slicast.com/ko/article/fvr3mb Slicast ko 2026-09-16T13:57:50.000Z Riot Platforms 주가가 Anthropic과의 91억 달러 데이터 센터 계약이 지속적인 수익을 창출하며 암호화폐 채굴에서 AI 호스팅으로의 전환이 검증되고 있어 상승했다. https://slicast.com/article/j81w57 Slicast en 2026-09-16T13:55:12.000Z Echelon Data Centres is testing grid-protection measures in Ireland to prevent infrastructure strain from its expanding AI campus footprint. https://slicast.com/zh/article/j81w57 Slicast zh-cn 2026-09-16T13:55:12.000Z Echelon Data Centres正在测试电网保护措施，以防止其不断扩张的AI园区对当地基础设施造成压力。 https://slicast.com/article/15yaumy Slicast en 2026-09-16T13:55:00.000Z Apple is preparing a 2029 AI server launch and evaluating Nvidia’s interconnect technology to support its internal compute ambitions. https://slicast.com/zh/article/15yaumy Slicast zh-cn 2026-09-16T13:55:00.000Z Apple计划于2029年推出AI服务器，并评估采用英伟达互联技术以支持其内部算力布局。 https://slicast.com/article/lz3qmd Slicast en 2026-09-16T13:51:54.000Z Cipher Digital shares jumped 11.25 percent as its Google-backed Barber Lake AI data center approaches commercial launch this month. https://slicast.com/zh/article/lz3qmd Slicast zh-cn 2026-09-16T13:51:54.000Z 随着Google支持的Cipher Digital Barber Lake AI数据中心本月即将投入商用，其股价上涨11.25%。 https://slicast.com/article/12dmatk Slicast en 2026-09-16T13:20:29.000Z CoreWeave has successfully brought online a multi-rack Nvidia Vera Rubin NVL72 cluster and rolled out new capabilities in its Coreweave AI Object Storage platform. https://slicast.com/zh/article/12dmatk Slicast zh-cn 2026-09-16T13:20:29.000Z CoreWeave已成功上线多机架英伟达Vera Rubin NVL72集群，并在Coreweave AI Object Storage平台推出了新功能。 https://slicast.com/ko/article/12dmatk Slicast ko 2026-09-16T13:20:29.000Z CoreWeave는 다중 랙 Nvidia Vera Rubin NVL72 클러스터를 성공적으로 가동했으며, Coreweave AI Object Storage 플랫폼에서 새로운 기능을 출시했다. https://slicast.com/article/yubafr Slicast en 2026-09-16T13:18:18.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance (AEMA), a coalition focused on enabling data centers to dynamically manage electricity use and integrate with grid operat https://slicast.com/zh/article/yubafr Slicast zh-cn 2026-09-16T13:18:18.000Z Nvidia、Google和Emerald AI联合发起AI能源管理联盟（AEMA），旨在助力数据中心动态管理电力使用并与电网运营协同。 https://slicast.com/ko/article/yubafr Slicast ko 2026-09-16T13:18:18.000Z 엔비디아, 구글, 에메랄드 AI는 데이터센터가 전력 사용을 동적으로 관리하고 그리드 운영과 통합할 수 있도록 하는 데 중점을 둔 AI 에너지 관리 얼라이언스(AEMA)를 출범했다. https://slicast.com/article/1lv01wd Slicast en 2026-09-16T13:18:00.000Z CoreWeave has officially brought its multi-rack Nvidia Vera Rubin NVL72 cluster online, marking the first large-scale deployment of the next-generation architecture for agentic AI workloads. https://slicast.com/zh/article/1lv01wd Slicast zh-cn 2026-09-16T13:18:00.000Z CoreWeave已正式启用多机架Nvidia Vera Rubin NVL72集群，标志着下一代架构在Agentic AI工作负载中的首次大规模部署。 https://slicast.com/ko/article/1lv01wd Slicast ko 2026-09-16T13:18:00.000Z CoreWeave은 다중 랙 Nvidia Vera Rubin NVL72 클러스터를 공식 가동했으며, 이는 에이전트 AI 워크로드를 위한 차세대 아키텍처의 첫 대규모 배포를 의미합니다. https://slicast.com/article/14e5i99 Slicast en 2026-09-16T13:15:00.000Z Cohere has agreed to a compute partnership with Aleph Alpha to secure additional scale and processing capacity for its foundation models. https://slicast.com/zh/article/14e5i99 Slicast zh-cn 2026-09-16T13:15:00.000Z Cohere已与Aleph Alpha达成算力合作协议，为其基础模型获取更多规模与处理能力。 https://slicast.com/article/1kq4pkn Slicast en 2026-09-16T13:13:20.000Z PRF Technologies (PRFX) is testing its GridFeed system to optimize energy distribution as AI data centers confront acute local power shortages. https://slicast.com/zh/article/1kq4pkn Slicast zh-cn 2026-09-16T13:13:20.000Z 面对AI数据中心面临的严峻电力短缺，PRF Technologies (PRFX)正在测试其GridFeed系统以实现更智能的能源分配。 https://slicast.com/article/upay17 Slicast en 2026-09-16T13:13:10.000Z Goodman Group has raised $455 million to fund the Goodman Hong Kong Data Centre Partnership, targeting APAC hyperscaler demand. https://slicast.com/zh/article/upay17 Slicast zh-cn 2026-09-16T13:13:10.000Z Goodman Group已筹集4.55亿美元用于Goodman Hong Kong Data Centre Partnership，瞄准亚太区超大规模客户需求。 https://slicast.com/article/7pux06 Slicast en 2026-09-16T13:11:02.000Z The upcoming lock-up expiry for MetaX will trigger a critical liquidity test for China’s domestic AI accelerator and memory supply chain stocks. https://slicast.com/zh/article/7pux06 Slicast zh-cn 2026-09-16T13:11:02.000Z MetaX限售期即将到期，这将对中国本土AI加速器与内存供应链股票构成关键的流动性考验。 https://slicast.com/article/1lbuh4c Slicast en 2026-09-16T13:06:09.000Z Nvidia, Google, and Emerald AI have launched the AI Energy Management Alliance to transform AI data centers into flexible grid assets. https://slicast.com/zh/article/1lbuh4c Slicast zh-cn 2026-09-16T13:06:09.000Z 英伟达、Google与Emerald AI联合发起AI Energy Management Alliance，旨在将AI数据中心转化为灵活的电网资产。 https://slicast.com/ko/article/1lbuh4c Slicast ko 2026-09-16T13:06:09.000Z Nvidia, Google, Emerald AI는 AI 데이터센터를 유연한 그리드 자산으로 전환하기 위해 AI 에너지 관리 얼라이언스를 출범했다. https://slicast.com/article/1xlhri4 Slicast en 2026-09-16T13:04:25.000Z IBM subsidiary Anderon has finalized a $1 billion CHIPS Act award to scale quantum wafer manufacturing and expand technology access. https://slicast.com/zh/article/1xlhri4 Slicast zh-cn 2026-09-16T13:04:25.000Z IBM子公司Anderon已敲定10亿美元的CHIPS法案拨款，用于扩大量子晶圆制造规模并拓展技术访问权限。 https://slicast.com/article/1crb3x9 Slicast en 2026-09-16T13:01:57.000Z HIVE Digital Technologies has partnered with ProCogia to deploy AI hosting and high-performance computing infrastructure across Canada, the US, and Europe. https://slicast.com/zh/article/1crb3x9 Slicast zh-cn 2026-09-16T13:01:57.000Z HIVE Digital Technologies已与ProCogia达成协议，在加拿大、美国和欧洲部署AI托管与高性能计算基础设施。 https://slicast.com/article/8rpe4z Slicast en 2026-09-16T13:01:33.000Z Gartner projects global AI infrastructure spending will reach $2.7 trillion in 2026, driven by sustained hyperscaler capex and enterprise adoption. https://slicast.com/zh/article/8rpe4z Slicast zh-cn 2026-09-16T13:01:33.000Z Gartner预测，受超大规模客户资本支出与企业应用持续推动，全球AI基础设施支出将在2026年达到2.7万亿美元。 https://slicast.com/article/jmmfz3 Slicast en 2026-09-16T13:00:33.000Z Emerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers https://slicast.com/zh/article/jmmfz3 Slicast zh-cn 2026-09-16T13:00:33.000Z Emerald AI、Google与NVIDIA成立联盟推进灵活AI数据中心建设 https://slicast.com/article/1xifehq Slicast en 2026-09-16T13:00:21.000Z Bloom Energy is promoting its 800V DC-Native power architecture to slash billions in AI data center costs, cut energy consumption, and eliminate traditional transformers. https://slicast.com/zh/article/1xifehq Slicast zh-cn 2026-09-16T13:00:21.000Z Bloom Energy正在推广其800V DC-Native电力架构，旨在削减数十亿美元AI数据中心成本、降低能耗并消除传统变压器需求。 https://slicast.com/article/19368fz Slicast en 2026-09-16T13:00:15.000Z Arteris is accelerating the industry shift toward multi-die chiplet-based architectures to improve yield and scalability for AI accelerators. https://slicast.com/zh/article/19368fz Slicast zh-cn 2026-09-16T13:00:15.000Z Arteris正在加速行业向基于多芯片模块的架构转型，以提升AI加速器的良率与可扩展性。 https://slicast.com/article/1r49a5 Slicast en 2026-09-16T13:00:00.000Z A surplus of clean energy investment tax credits is giving corporate AI infrastructure buyers greater negotiating leverage on power purchase agreements. https://slicast.com/zh/article/1r49a5 Slicast zh-cn 2026-09-16T13:00:00.000Z 清洁能源投资税收抵免的过剩局面正赋予企业AI基础设施买家在购电协议谈判中更强的议价能力。 https://slicast.com/article/1j1wrsz Slicast en 2026-09-16T13:00:00.000Z Bloom Energy’s 800V DC-Native Power Can Cut Billions from AI Data Center Costs, Reduce Power Use, and Eliminate Need for Transformers https://slicast.com/zh/article/1j1wrsz Slicast zh-cn 2026-09-16T13:00:00.000Z Bloom Energy的800V原生直流电源可大幅降低AI数据中心成本、减少能耗并省去变压器需求 https://slicast.com/article/tma70j Slicast en 2026-09-16T13:00:00.000Z Rune Debuts RELIC, the First Drama-Free Data Center Powered by Solar, With $40M in New Funding https://slicast.com/zh/article/tma70j Slicast zh-cn 2026-09-16T13:00:00.000Z Rune推出RELIC——首款太阳能供电零争议数据中心，获$40M新融资 https://slicast.com/article/102e6lm Slicast en 2026-09-16T12:59:20.000Z Intel and SK Hynix are exploring joint or parallel DRAM production facilities in the United States to secure memory supply for AI workloads. https://slicast.com/zh/article/102e6lm Slicast zh-cn 2026-09-16T12:59:20.000Z Intel与SK Hynix正探索在美国建立联合或平行的DRAM生产基地，以为AI工作流保障内存供应。 https://slicast.com/article/7h7col Slicast en 2026-09-16T12:54:00.000Z OpenAI is targeting a $1.5 trillion valuation as it evaluates pre-IPO funding rounds to finance massive AI infrastructure buildouts. https://slicast.com/zh/article/7h7col Slicast zh-cn 2026-09-16T12:54:00.000Z OpenAI正瞄准1.5万亿美元的估值，并评估IPO前融资轮次以资助庞大的AI基础设施扩建。 https://slicast.com/ko/article/7h7col Slicast ko 2026-09-16T12:54:00.000Z OpenAI는 막대한 AI 인프라 구축을 자금조달하기 위해 IPO 전 라운드 자금을 평가하며 1조 5천억 달러의 기업가치를 목표로 하고 있다. https://slicast.com/article/b2b4cc Slicast en 2026-09-16T12:44:10.000Z SK Hynix is in active discussions with Intel to establish U.S.-based memory chip manufacturing, potentially leveraging Intel’s Ohio facility or forming a joint venture with other hyperscalers. https://slicast.com/zh/article/b2b4cc Slicast zh-cn 2026-09-16T12:44:10.000Z SK Hynix正与Intel积极磋商，在美国建立内存芯片制造业务，可能利用Intel的俄亥俄州工厂或与其他超大规模云服务商成立合资企业。 https://slicast.com/ko/article/b2b4cc Slicast ko 2026-09-16T12:44:10.000Z SK하이닉스는 인텔과 미국 내 메모리 반도체 제조 기반을 구축하기 위해 활발히 협의 중이며, 이는 인텔의 오하이오 공장을 활용하거나 다른 하이퍼스케일러와 합작법인을 설립하는 형태가 될 수 있습니다. https://slicast.com/article/1bxge46 Slicast en 2026-09-16T12:22:47.000Z Blockfusion has secured a 15-year lease agreement with CoreWeave for capacity at its Niagara Falls data center campus. https://slicast.com/zh/article/1bxge46 Slicast zh-cn 2026-09-16T12:22:47.000Z Blockfusion与CoreWeave达成15年期租赁协议，为其尼亚加拉瀑布数据中心园区提供容量。 https://slicast.com/ko/article/1bxge46 Slicast ko 2026-09-16T12:22:47.000Z Blockfusion은 CoreWeave와 나이아가라폴스 데이터 센터 캠퍼스의 용량에 대해 15년 임대 계약을 체결했습니다. https://slicast.com/article/1o4ge7f Slicast en 2026-09-16T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1o4ge7f Slicast zh-cn 2026-09-16T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/k5p164 Slicast en 2026-09-16T12:00:00.000Z Data Center Capex Grew 92 Percent in 2Q 2026, Driven by Surging AI Demand and Memory Costs, According to Dell'Oro Group https://slicast.com/zh/article/k5p164 Slicast zh-cn 2026-09-16T12:00:00.000Z Dell'Oro Group：受AI需求激增与内存成本推动，2026年Q2数据中心资本支出增长92% https://slicast.com/article/w3gcml Slicast en 2026-09-16T11:00:00.000Z AWS has instructed clients to permanently abandon Middle East cloud resources following Iranian drone strikes that damaged facilities in Bahrain and the UAE, with no restoration timeline provided. https://slicast.com/zh/article/w3gcml Slicast zh-cn 2026-09-16T11:00:00.000Z AWS已指示客户永久放弃中东云资源，此前伊朗无人机袭击导致巴林和阿联酋设施受损，且未提供恢复时间表。 https://slicast.com/ko/article/w3gcml Slicast ko 2026-09-16T11:00:00.000Z AWS는 바레인 및 UAE의 시설에 대한 이란 드론 공격으로 인한 피해 이후 복원 일정이 제공되지 않은 가운데, 고객에게 중동 지역 클라우드 자원의 영구 폐기를 지시했다. https://slicast.com/article/dodswr Slicast en 2026-09-16T09:00:00.000Z Nokia accelerates AI-RAN adoption as global operators embrace AI-native network evolution on NVIDIA platforms https://slicast.com/zh/article/dodswr Slicast zh-cn 2026-09-16T09:00:00.000Z 诺基亚加速AI-RAN部署，全球运营商依托NVIDIA平台拥抱AI原生网络演进 https://slicast.com/article/1qxjlms Slicast en 2026-09-16T05:00:42.000Z University of Manchester Uses NVIDIA Earth-2 to Forecast Air Pollution Across the UK https://slicast.com/zh/article/1qxjlms Slicast zh-cn 2026-09-16T05:00:42.000Z 曼彻斯特大学利用NVIDIA Earth-2预测全英空气污染状况 https://slicast.com/article/1l3ctcm Slicast en 2026-09-15T22:24:34.000Z ‘Now We Can Know Everything and Do Anything,’ Jensen Huang Says at Dreamforce https://slicast.com/zh/article/1l3ctcm Slicast zh-cn 2026-09-15T22:24:34.000Z 黄仁勋在Dreamforce表示：“如今我们无所不知，无所不能” https://slicast.com/commentary/samsung-2026-09-15 Slicast en 2026-09-15T21:37:32.816Z Samsung AI Investment Strategy, September 2026: From Euclyd's $231M Inference Bet to the OpenAI Foundry https://slicast.com/zh/commentary/samsung-2026-09-15 Slicast zh-cn 2026-09-15T21:37:32.816Z 三星AI投资战略，2026年9月：从Euclyd推理芯片押注到OpenAI代工的全局布局 https://slicast.com/commentary/alibaba-2026-09-15 Slicast en 2026-09-15T21:25:33.739Z Why Alibaba's Claude Entanglement Complicates a $10.2 Billion AI Infrastructure Bet https://slicast.com/zh/commentary/alibaba-2026-09-15 Slicast zh-cn 2026-09-15T21:25:33.739Z Claude关联披露为何令阿里巴巴102亿美元AI基础设施押注趋于复杂 https://slicast.com/brief/2026-09-16 Slicast en 2026-09-15T21:19:35.323Z AI Infrastructure Briefing — 2026-09-16 https://slicast.com/zh/brief/2026-09-16 Slicast zh-cn 2026-09-15T21:19:35.323Z AI 基础设施早报 · 2026-09-16 https://slicast.com/ko/brief/2026-09-16 Slicast ko 2026-09-15T21:19:35.323Z AI 인프라 브리핑 · 2026-09-16 https://slicast.com/article/195uw5j Slicast en 2026-09-15T20:29:51.000Z Environmental study around xAI's Colossus 1 data center in Memphis finds no significant pollution increase. https://slicast.com/zh/article/195uw5j Slicast zh-cn 2026-09-15T20:29:51.000Z 环保研究显示，xAI在孟菲斯的Colossus 1数据中心周围没有显著的污染增加。 https://slicast.com/ko/article/195uw5j Slicast ko 2026-09-15T20:29:51.000Z Memphis에 위치한 xAI의 Colossus 1 데이터센터 주변 환경 조사 결과, 유의미한 오염 증가가 확인되지 않음. https://slicast.com/article/1vkhu8g Slicast en 2026-09-15T20:18:00.000Z AFL and Alcyon Photonics collaborate on next-generation fiber-to-photonic-integrated-circuit (PIC) coupling technology for AI data center interconnect. https://slicast.com/zh/article/1vkhu8g Slicast zh-cn 2026-09-15T20:18:00.000Z AFL和Alcyon Photonics合作开发下一代光纤到光子集成电路(PIC)耦合技术，用于AI数据中心互联。 https://slicast.com/ko/article/1vkhu8g Slicast ko 2026-09-15T20:18:00.000Z AFL과 Alcyon Photonics는 AI 데이터센터 인터커넥트를 위한 차세대 광섬유-광집적회로(PIC) 결합 기술에 대해 협력한다. https://slicast.com/article/i7sbki Slicast en 2026-09-15T20:13:24.000Z Economic analysis finds Australia's data center buildout poses inflation and macroeconomic risks amid power constraints. https://slicast.com/zh/article/i7sbki Slicast zh-cn 2026-09-15T20:13:24.000Z 经济分析发现澳大利亚的数据中心建设在电力约束下存在通胀和宏观经济风险。 https://slicast.com/ko/article/i7sbki Slicast ko 2026-09-15T20:13:24.000Z 경제 분석에 따르면 전력 제약 속에서 호주 데이터센터 구축이 인플레이션 및 거시경제적 위험을 초래하고 있다. https://slicast.com/article/1x2qjrw Slicast en 2026-09-15T20:12:29.000Z Astera Labs expands its Leo memory controller family to support agentic AI and cloud workloads with enhanced rack-scale connectivity. https://slicast.com/zh/article/1x2qjrw Slicast zh-cn 2026-09-15T20:12:29.000Z Astera Labs扩展Leo内存控制器系列，为智能体AI和云工作负载提供增强的机架级互联支持。 https://slicast.com/ko/article/1x2qjrw Slicast ko 2026-09-15T20:12:29.000Z Astera Labs는 차세대 AI 및 클라우드 워크로드를 위한 향상된 랙 규모 연결성을 지원하도록 Leo 메모리 컨트롤러 패밀리 확대 https://slicast.com/article/17baukj Slicast en 2026-09-15T20:08:24.000Z US states adopt divergent policy approaches to data center development, ranging from financial incentives to development moratoriums. https://slicast.com/zh/article/17baukj Slicast zh-cn 2026-09-15T20:08:24.000Z 美国各州对数据中心发展采取不同的政策方案，从财政激励到发展禁令不一。 https://slicast.com/ko/article/17baukj Slicast ko 2026-09-15T20:08:24.000Z 미국 주들이 데이터센터 개발에 대해 금융 인센티브부터 개발 중단령까지 다양한 정책 접근 방식을 채택하고 있다. https://slicast.com/article/t92gwv Slicast en 2026-09-15T20:01:22.000Z Intel identifies key infrastructure challenges facing Saudi Arabia's AI development ambitions. https://slicast.com/zh/article/t92gwv Slicast zh-cn 2026-09-15T20:01:22.000Z Intel指出沙特阿拉伯AI发展面临的关键基础设施挑战。 https://slicast.com/ko/article/t92gwv Slicast ko 2026-09-15T20:01:22.000Z 인텔, 사우디아라비아의 AI 개발 야망이 직면한 주요 인프라 과제를 식별 https://slicast.com/article/1e3p11s Slicast en 2026-09-15T20:00:00.000Z Advanced AI chip designs stress ASML's EUV lithography equipment beyond current manufacturing capabilities, limiting fab capacity for AI accelerators. https://slicast.com/zh/article/1e3p11s Slicast zh-cn 2026-09-15T20:00:00.000Z 先进的AI芯片设计超出了ASML EUV光刻设备的当前制造能力，限制了AI加速器的晶圆厂产能。 https://slicast.com/ko/article/1e3p11s Slicast ko 2026-09-15T20:00:00.000Z 고성능 AI 칩 설계는 ASML의 EUV 리소그래피 장비를 현재 제조 능력 한계까지 압박하여 AI 가속기 생산 능력을 제한하고 있다. https://slicast.com/article/r7xuth Slicast en 2026-09-15T19:55:41.000Z Liquid Compute launches with $15M in funding to build regulated marketplace and exchange for trading AI infrastructure capacity. https://slicast.com/zh/article/r7xuth Slicast zh-cn 2026-09-15T19:55:41.000Z Liquid Compute获得1500万美元融资启动，构建用于交易AI基础设施容量的受监管市场和交易所。 https://slicast.com/ko/article/r7xuth Slicast ko 2026-09-15T19:55:41.000Z Liquid Compute는 AI 인프라 용량 거래를 위한 규제 준수 시장 및 거래소 구축을 위해 1,500만 달러의 자금을 조달하며 출범했다. https://slicast.com/article/qtroc Slicast en 2026-09-15T19:49:21.000Z European data centers explore small modular reactors (SMRs) from NuScale Power and Oklo to meet surging electricity demand and decarbonization goals. https://slicast.com/zh/article/qtroc Slicast zh-cn 2026-09-15T19:49:21.000Z 欧洲数据中心正在探索来自NuScale Power和Oklo的小型模块化反应堆(SMR)，以满足激增的电力需求和减碳目标。 https://slicast.com/ko/article/qtroc Slicast ko 2026-09-15T19:49:21.000Z 유럽의 데이터센터는 급증하는 전력 수요와 탈탄소화 목표를 충족하기 위해 NuScale Power와 Oklo의 소형 모듈 원자로(SMR)를 모색하고 있다. https://slicast.com/article/tg2nyu Slicast en 2026-09-15T19:48:44.000Z AIB pursues power-first development approach with rapid execution for AI data center projects amid surging demand. https://slicast.com/zh/article/tg2nyu Slicast zh-cn 2026-09-15T19:48:44.000Z AIB在电力优先开发方针下快速推进AI数据中心项目，以应对激增的需求。 https://slicast.com/ko/article/tg2nyu Slicast ko 2026-09-15T19:48:44.000Z AIB는 급증하는 수요에 대응해 AI 데이터센터 프로젝트의 신속한 실행을 통해 파워 우선 개발 접근 방식을 추진하고 있다. https://slicast.com/article/n39m7f Slicast en 2026-09-15T19:45:33.000Z New York data center projects negotiated to pay $1M per megawatt to municipalities, setting new precedent for AI infrastructure siting costs. https://slicast.com/zh/article/n39m7f Slicast zh-cn 2026-09-15T19:45:33.000Z 纽约数据中心项目谈判每兆瓦向市政当局支付100万美元，为AI基础设施建设成本树立了新先例。 https://slicast.com/ko/article/n39m7f Slicast ko 2026-09-15T19:45:33.000Z 뉴욕 데이터센터 프로젝트가 지자체에 메가와트당 100만 달러를 지급하는 것으로 협상되며, AI 인프라 입지 비용에 대한 새로운 선례를 수립했다. https://slicast.com/article/1juftys Slicast en 2026-09-15T19:44:36.000Z Quesi raises $15M in funding to develop AI chips using AI-agent-designed methodology rather than traditional human design. https://slicast.com/zh/article/1juftys Slicast zh-cn 2026-09-15T19:44:36.000Z Quesi获得1500万美元融资，采用AI智能体设计而非传统人工设计方法开发AI芯片。 https://slicast.com/ko/article/1juftys Slicast ko 2026-09-15T19:44:36.000Z Quesi, AI 에이전트 설계 방식을 활용해 차세대 AI 칩을 개발하기 위해 1500만 달러의 자금을 조달했다. https://slicast.com/article/1g4mryv Slicast en 2026-09-15T19:40:12.000Z American Transmission Company restarts grid transmission upgrades to support Port Washington data center power requirements. https://slicast.com/zh/article/1g4mryv Slicast zh-cn 2026-09-15T19:40:12.000Z 美国输电公司重启电网传输升级，以支持Port Washington数据中心的电力需求。 https://slicast.com/ko/article/1g4mryv Slicast ko 2026-09-15T19:40:12.000Z American Transmission Company가 Port Washington 데이터센터의 전력 수요를 지원하기 위해 그리드 송전 업그레이드를 재개했다. https://slicast.com/article/aypsq0 Slicast en 2026-09-15T19:38:31.000Z Kirkwood IG CEO Scott Bergs discusses fiber connectivity as critical enabler for AI data center buildout and interconnect density. https://slicast.com/zh/article/aypsq0 Slicast zh-cn 2026-09-15T19:38:31.000Z Kirkwood IG首席执行官Scott Bergs讨论了光纤连接作为AI数据中心建设和互联密度关键推动因素的作用。 https://slicast.com/ko/article/aypsq0 Slicast ko 2026-09-15T19:38:31.000Z Kirkwood IG의 CEO 스콧 버그스는 AI 데이터센터 구축과 인터커넥트 밀도의 핵심 동력으로 광섬유 연결성을 논의했다. https://slicast.com/article/yougrz Slicast en 2026-09-15T19:35:31.000Z Export controls on advanced AI chips to China remain in effect, constraining Chinese hyperscaler AI infrastructure investment and development. https://slicast.com/zh/article/yougrz Slicast zh-cn 2026-09-15T19:35:31.000Z 针对中国先进AI芯片的出口管制仍在生效，限制了中国超大规模数据中心AI基础设施投资和发展。 https://slicast.com/ko/article/yougrz Slicast ko 2026-09-15T19:35:31.000Z 중국에 대한 첨단 AI 칩 수출 통제가 유지되면서 중국 하이퍼스케일러의 AI 인프라 투자 및 개발이 제약되고 있습니다. https://slicast.com/article/2c37hc Slicast en 2026-09-15T19:35:04.000Z Qualcomm secures AI chip supply deal with Amazon, signaling shift in hyperscaler custom silicon sourcing beyond pure-play AI accelerator vendors. https://slicast.com/zh/article/2c37hc Slicast zh-cn 2026-09-15T19:35:04.000Z Qualcomm与Amazon达成AI芯片供应协议，表明超大规模数据中心定制硅采购正从纯粹AI加速器供应商转向更广泛的选择。 https://slicast.com/ko/article/2c37hc Slicast ko 2026-09-15T19:35:04.000Z 퀄컴, 아마존과 AI 칩 공급 계약 체결… 하이퍼스케일러 맞춤형 실리콘 조달처가 순수 AI 가속기 벤더에서 다변화되는 신호 https://slicast.com/article/1k66iz1 Slicast en 2026-09-15T19:32:59.000Z Investment analysis compares Cerebras (AI accelerator chip designer) and CoreWeave (GPU cloud peer) as AI infrastructure investment plays. https://slicast.com/zh/article/1k66iz1 Slicast zh-cn 2026-09-15T19:32:59.000Z 投资分析将Cerebras(AI加速器芯片设计者)和CoreWeave(GPU云计算同行)作为AI基础设施投资对象进行比较。 https://slicast.com/ko/article/1k66iz1 Slicast ko 2026-09-15T19:32:59.000Z 투자 분석은 Cerebras(AI 가속화 칩 설계사)와 CoreWeave(GPU 클라우드 동종 기업)를 AI 인프라 투자 관점에서 비교한다. https://slicast.com/article/apvk92 Slicast en 2026-09-15T19:28:39.000Z Broadcom CEO reaffirms aggressive revenue growth targets driven by AI custom silicon and networking demand. https://slicast.com/zh/article/apvk92 Slicast zh-cn 2026-09-15T19:28:39.000Z Broadcom首席执行官重申了由AI定制硅和网络需求驱动的激进收入增长目标。 https://slicast.com/ko/article/apvk92 Slicast ko 2026-09-15T19:28:39.000Z Broadcom CEO, AI 맞춤형 실리콘 및 네트워크 수요에 기반한 공격적인 매출 성장 목표 재확인 https://slicast.com/article/15wz6og Slicast en 2026-09-15T19:17:50.000Z Australian data center operator Firmus receives valuation by Goodman Group that sparks investor debate over fair value in hot data center market. https://slicast.com/zh/article/15wz6og Slicast zh-cn 2026-09-15T19:17:50.000Z 澳大利亚数据中心运营商Firmus获得Goodman Group的估值，在火热的数据中心市场引发了关于公允价值的投资者辩论。 https://slicast.com/ko/article/15wz6og Slicast ko 2026-09-15T19:17:50.000Z 호주 데이터센터 운영사 Firmus가 Goodman Group로부터 평가를 받으면서, 뜨거운 데이터센터 시장에서 적정 가치에 대한 투자자 논쟁이 촉발됐다. https://slicast.com/article/cp7dc1 Slicast en 2026-09-15T19:17:50.000Z Elon Musk relocates to Memphis in Airstream trailer to directly oversee xAI's Colossus expansion and acceleration. https://slicast.com/zh/article/cp7dc1 Slicast zh-cn 2026-09-15T19:17:50.000Z Elon Musk搬到孟菲斯住在Airstream拖车中，直接监督xAI的Colossus扩张和加速。 https://slicast.com/ko/article/cp7dc1 Slicast ko 2026-09-15T19:17:50.000Z 일론 머스크가 xAI의 콜로수스 확장 및 가속화를 직접 감독하기 위해 에어스트림 트레일러를 타고 멤피스로 이전했다. https://slicast.com/article/180f22u Slicast en 2026-09-15T19:12:44.000Z Chinese utility equipment firm CHINT demonstrates advanced grid solutions designed for European data center power requirements. https://slicast.com/zh/article/180f22u Slicast zh-cn 2026-09-15T19:12:44.000Z 中国电气设备公司CHINT展示了为欧洲数据中心电力需求设计的先进电网解决方案。 https://slicast.com/ko/article/180f22u Slicast ko 2026-09-15T19:12:44.000Z 중국의 전력 장비 기업 CHINT는 유럽 데이터센터의 전력 요구사항에 맞춘 차세대 그리드 솔루션을 선보였다. https://slicast.com/article/1k0f3io Slicast en 2026-09-15T19:07:27.000Z FTC leadership opposes proposed antitrust exemptions for AI infrastructure companies, maintaining regulatory scrutiny on hyperscaler consolidation. https://slicast.com/zh/article/1k0f3io Slicast zh-cn 2026-09-15T19:07:27.000Z 美国联邦贸易委员会(FTC)领导层反对对AI基础设施公司的拟议反垄断豁免，对超大规模数据中心整合保持监管审查。 https://slicast.com/ko/article/1k0f3io Slicast ko 2026-09-15T19:07:27.000Z FTC 지도부는 AI 인프라 기업에 대한 반독점 면제안을 반대하며, 하이퍼스케일러 통합에 대한 규제 감시를 유지하고 있다. https://slicast.com/article/1d34oyk Slicast en 2026-09-15T19:03:14.000Z Trump campaign's data center strategic analysis circulates to Republican party, framing AI data center development as political issue. https://slicast.com/zh/article/1d34oyk Slicast zh-cn 2026-09-15T19:03:14.000Z Trump竞选团队的数据中心战略分析在共和党内流传，将AI数据中心发展定位为政治议题。 https://slicast.com/ko/article/1d34oyk Slicast ko 2026-09-15T19:03:14.000Z 트럼프 캠페인의 데이터센터 전략 분석이 공화당 내부에 유포되며, AI 데이터센터 개발을 정치적 쟁점으로 부각시키고 있다. https://slicast.com/article/1t9sj0p Slicast en 2026-09-15T19:02:15.000Z Euclyd raises €200M and receives Samsung funding to develop inference accelerators competitive with NVIDIA for AI workloads. https://slicast.com/zh/article/1t9sj0p Slicast zh-cn 2026-09-15T19:02:15.000Z Euclyd筹集2亿欧元并获得Samsung资金，开发与NVIDIA竞争的推理加速器用于AI工作负载。 https://slicast.com/ko/article/1t9sj0p Slicast ko 2026-09-15T19:02:15.000Z Euclyd, 2억 유로 자금 조달 및 삼성 투자 유치…엔비디아 경쟁력 갖춘 AI 추론 가속기 개발 https://slicast.com/article/103dva7 Slicast en 2026-09-15T18:52:10.000Z The power plant supplying Musk's Colossus AI datacenter in Mississippi is producing noise that disturbs local residents, triggering community complaints about facility operations. https://slicast.com/zh/article/103dva7 Slicast zh-cn 2026-09-15T18:52:10.000Z 为Musk的Colossus AI数据中心供电的密西西比州发电厂产生噪音,扰乱了当地居民,引发社区对设施运营的投诉。 https://slicast.com/ko/article/103dva7 Slicast ko 2026-09-15T18:52:10.000Z 미시시피주에 위치한 머스크의 콜로수스 AI 데이터센터에 전력을 공급하는 발전소가 소음을 발생시켜 지역 주민들의 불만을 초래했으며, 이로 인해 시설 운영과 관련해 지역사회로부터 민원이 제기되고 있다. https://slicast.com/article/nwdvaj Slicast en 2026-09-15T18:42:18.000Z SiFive and AMD are collaborating to optimize AMD's ROCm software stack for RISC-V datacenter servers, enabling open-standard CPU alternatives for AI compute. https://slicast.com/zh/article/nwdvaj Slicast zh-cn 2026-09-15T18:42:18.000Z SiFive和AMD合作优化AMD的ROCm软件栈在RISC-V数据中心服务器上的运行,为AI计算提供开放标准CPU选择。 https://slicast.com/ko/article/nwdvaj Slicast ko 2026-09-15T18:42:18.000Z SiFive와 AMD는 RISC-V 데이터센터 서버를 위한 AMD의 ROCm 소프트웨어 스택 최적화를 협력하여, AI 컴퓨팅을 위한 오픈 표준 CPU 대안을 실현하고 있다. https://slicast.com/article/qcseh8 Slicast en 2026-09-15T18:38:03.000Z Altera Corporation's parent company has confidentially submitted a draft IPO registration statement, signaling plans to take the programmable-semiconductor unit public. https://slicast.com/zh/article/qcseh8 Slicast zh-cn 2026-09-15T18:38:03.000Z Altera公司母公司已秘密提交IPO草案注册声明,标志着可编程半导体部门计划上市。 https://slicast.com/ko/article/qcseh8 Slicast ko 2026-09-15T18:38:03.000Z 알테라 코퍼레이션의 모회사가 프로그래머블 반도체 부문의 상장을 위해 비공개로 IPO 등록 신청서 초안을 제출했으며, 이는 해당 부문을 공개 기업으로 전환할 계획임을 시사한다. https://slicast.com/article/dbd7av Slicast en 2026-09-15T18:32:00.000Z Virginia's Department of Environmental Quality fined Microsoft $2.5M for air pollution violations at its Leesburg datacenter facility. https://slicast.com/zh/article/dbd7av Slicast zh-cn 2026-09-15T18:32:00.000Z 弗吉尼亚州环保部因微软Leesburg数据中心的空气污染违规行为罚款250万美元。 https://slicast.com/ko/article/dbd7av Slicast ko 2026-09-15T18:32:00.000Z 버지니아주 환경품질국은 Leesburg 데이터센터 시설의 대기오염 위반으로 Microsoft에 250만 달러의 벌금을 부과했다. https://slicast.com/article/i36jgl Slicast en 2026-09-15T18:31:58.000Z Bitcoin miner Bitdeer is dedicating 65.1MW of capacity to Nvidia AI services, backed by a $7B project pipeline as it transitions from cryptocurrency to high-performance compute. https://slicast.com/zh/article/i36jgl Slicast zh-cn 2026-09-15T18:31:58.000Z 比特币矿商Bitdeer为Nvidia AI服务投入65.1MW产能,支撑7亿美元项目管道,从加密货币转向高性能计算。 https://slicast.com/ko/article/i36jgl Slicast ko 2026-09-15T18:31:58.000Z 비트디어가 암호화폐에서 고성능 컴퓨팅으로 전환하며 70억 달러 규모의 프로젝트 파이프라인을 바탕으로 엔비디아 AI 서비스에 65.1MW의 용량을 전용하고 있다. https://slicast.com/article/1l942dy Slicast en 2026-09-15T18:29:20.000Z US datacenters' natural gas consumption could exceed that of Germany and Japan combined by 2035, reflecting massive energy demand from AI infrastructure buildout. https://slicast.com/zh/article/1l942dy Slicast zh-cn 2026-09-15T18:29:20.000Z 美国数据中心的天然气消耗量到2035年可能超过德国和日本的总和,反映了AI基础设施建设的巨大能源需求。 https://slicast.com/ko/article/1l942dy Slicast ko 2026-09-15T18:29:20.000Z 미국의 데이터센터 천연가스 소비량은 2035년까지 독일과 일본의 합계치를 초과할 수 있으며, 이는 AI 인프라 구축에 따른 막대한 에너지 수요를 반영한다. https://slicast.com/article/3hsm8u Slicast en 2026-09-15T18:26:53.000Z Dutch AI inference-chip startup Euclyd raised $231M in funding, with Samsung as a lead backer, positioning itself as a direct Nvidia alternative for cost-optimized inference. https://slicast.com/zh/article/3hsm8u Slicast zh-cn 2026-09-15T18:26:53.000Z 荷兰AI推理芯片初创企业Euclyd融资2.31亿美元,三星为主要支持者,将自己定位为Nvidia的低成本推理替代方案。 https://slicast.com/ko/article/3hsm8u Slicast ko 2026-09-15T18:26:53.000Z 네덜란드 AI 추론 칩 스타트업 유클라이드는 삼성을 리드 투자자로 유치하며 2억3,100만달러의 자금을 조달했고, 비용 최적화된 추론을 위한 엔비디아의 직접적 대안으로 포지셔닝했다. https://slicast.com/article/yjmj19 Slicast en 2026-09-15T18:23:45.000Z SK Hynix is shipping 16-layer HBM4 memory modules for Nvidia's Rubin GPU architecture, signaling production readiness for the next-generation accelerator. https://slicast.com/zh/article/yjmj19 Slicast zh-cn 2026-09-15T18:23:45.000Z SK海力士正在为Nvidia的Rubin GPU架构供应16层HBM4内存模块,标志着下一代加速器的生产就绪。 https://slicast.com/ko/article/yjmj19 Slicast ko 2026-09-15T18:23:45.000Z SK하이닉스가 엔비디아의 루빈 GPU 아키텍처용 16층 HBM4 메모리 모듈을 출하하며 차세대 가속기 생산 준비 완료 신호를 보냈다. https://slicast.com/article/1ygtd4e Slicast en 2026-09-15T18:13:00.000Z A Charlotte-area manufacturer is investing $1B to expand production capacity to supply equipment and components for the AI datacenter buildout boom. https://slicast.com/zh/article/1ygtd4e Slicast zh-cn 2026-09-15T18:13:00.000Z Charlotte地区的制造商投资10亿美元扩展生产能力,为AI数据中心建设热潮供应设备和零部件。 https://slicast.com/ko/article/1ygtd4e Slicast ko 2026-09-15T18:13:00.000Z Charlotte 지역 제조업체가 AI 데이터센터 건설 붐에 장비 및 부품 공급을 위해 생산 능력을 확대하기 위해 10억 달러를 투자한다. https://slicast.com/article/1ice9rt Slicast en 2026-09-15T18:11:44.000Z Micron announced advanced 512GB DDR5 RDIMM modules with speeds up to 9,200 MT/s for next-generation datacenters, enabling higher-bandwidth memory for AI servers. https://slicast.com/zh/article/1ice9rt Slicast zh-cn 2026-09-15T18:11:44.000Z Micron推出先进的512GB DDR5 RDIMM模块,速度可达9,200 MT/s,为下一代数据中心提供更高带宽内存。 https://slicast.com/ko/article/1ice9rt Slicast ko 2026-09-15T18:11:44.000Z 마이크론은 차세대 데이터센터용 최대 9,200 MT/s 속도의 고급 512GB DDR5 RDIMM 모듈을 발표했으며, 이는 AI 서버를 위한 대역폭 향상 메모리를 가능하게 한다. https://slicast.com/article/4bm67c Slicast en 2026-09-15T18:06:09.000Z Nvidia is opening its datacenter racks to rival inference-chip supplier d-Matrix, allowing competing accelerators to integrate into the same infrastructure ecosystem. https://slicast.com/zh/article/4bm67c Slicast zh-cn 2026-09-15T18:06:09.000Z Nvidia正向竞争对手推理芯片供应商d-Matrix开放数据中心机架,允许竞争加速器集成到同一生态基础设施中。 https://slicast.com/ko/article/4bm67c Slicast ko 2026-09-15T18:06:09.000Z 엔비디아는 경쟁 추론 칩 공급업체 디매트릭스에게 데이터센터 랙을 개방하여 경쟁 가속기가 동일한 인프라 생태계에 통합될 수 있도록 했다. https://slicast.com/article/1lpfda2 Slicast en 2026-09-15T18:02:43.000Z Western Digital outlined its scalable AI storage strategy to address massive AI-driven data growth demands at the AI Infrastructure Summit. https://slicast.com/zh/article/1lpfda2 Slicast zh-cn 2026-09-15T18:02:43.000Z Western Digital在AI基础设施峰会上阐述了其可扩展AI存储策略,以应对AI驱动的海量数据增长需求。 https://slicast.com/ko/article/1lpfda2 Slicast ko 2026-09-15T18:02:43.000Z Western Digital는 AI 인프라 서밋에서 방대한 AI 기반 데이터 성장 수요를 충족하기 위한 확장 가능한 AI 스토리지 전략을 제시했다. https://slicast.com/article/1o8skak Slicast en 2026-09-15T17:53:50.000Z Amazon disclosed that unrecoverable data loss occurred in some of its Middle East datacenter facilities, raising reliability concerns for the region. https://slicast.com/zh/article/1o8skak Slicast zh-cn 2026-09-15T17:53:50.000Z Amazon披露其中东数据中心设施发生数据无法恢复的丢失,引发了对该地区可靠性的关切。 https://slicast.com/ko/article/1o8skak Slicast ko 2026-09-15T17:53:50.000Z 아마존은 중동 지역 일부 데이터센터 시설에서 복구 불가능한 데이터 손실이 발생했다고 밝히며 해당 지역의 신뢰성에 대한 우려를 제기했다. https://slicast.com/article/p40iw7 Slicast en 2026-09-15T17:48:00.000Z NuScale Power projects a 70.5% improvement in operating losses, even as its stock trades below $10, raising questions about valuation despite AI-driven demand tailwinds. https://slicast.com/zh/article/p40iw7 Slicast zh-cn 2026-09-15T17:48:00.000Z NuScale Power预计运营亏损改善70.5%,尽管股价低于10美元,引发了对估值的疑问,尽管有AI驱动的需求推动。 https://slicast.com/ko/article/p40iw7 Slicast ko 2026-09-15T17:48:00.000Z NuScale Power는 AI 수요 호조에도 불구하고 주가가 10달러 미만에서 거래되는 가운데 영업손실이 70.5% 개선될 것으로 전망하며, 이는 밸류에이션에 의문을 제기한다. https://slicast.com/article/z1ze7p Slicast en 2026-09-15T17:40:41.000Z Bitcoin miners' structural pivot to AI compute is expected to persist even if cryptocurrency prices recover, reflecting a permanent diversification into high-performance compute services. https://slicast.com/zh/article/z1ze7p Slicast zh-cn 2026-09-15T17:40:41.000Z 比特币矿商向AI计算的结构性转变预计即使加密货币价格恢复也将持续,反映了向高性能计算服务的永久多元化。 https://slicast.com/ko/article/z1ze7p Slicast ko 2026-09-15T17:40:41.000Z 암호화폐 가격 회복 시에도 비트코인 채굴사의 AI 컴퓨팅 구조적 전환은 지속될 것으로 예상되며, 이는 고성능 컴퓨팅 서비스로의 영구적인 다각화를 반영한다. https://slicast.com/article/1v0whhk Slicast en 2026-09-15T17:39:50.000Z Bloom Energy announced Project Phoenix, a 2GW fuel-cell power generation facility dedicated to supplying AI datacenters with dispatchable, carbon-eligible energy. https://slicast.com/zh/article/1v0whhk Slicast zh-cn 2026-09-15T17:39:50.000Z Bloom Energy宣布Project Phoenix,一个2GW燃料电池电力设施专门为AI数据中心供应可调度的低碳能源。 https://slicast.com/ko/article/1v0whhk Slicast ko 2026-09-15T17:39:50.000Z Bloom Energy는 AI 데이터센터에 배차 가능하고 탄소 배출권 대상 에너지 공급을 위한 2GW급 연료전력 발전 시설인 'Project Phoenix'를 발표했습니다. https://slicast.com/article/rmq4mo Slicast en 2026-09-15T17:39:03.000Z Higher-enriched uranium (HALEU) supply for datacenter nuclear power is constrained; federal backing for Nusano production could accelerate availability for SMR deployment. https://slicast.com/zh/article/rmq4mo Slicast zh-cn 2026-09-15T17:39:03.000Z 用于数据中心核电的高浓缩铀(HALEU)供应受限;联邦对Nusano生产的支持可能加速SMR部署的可用性。 https://slicast.com/ko/article/rmq4mo Slicast ko 2026-09-15T17:39:03.000Z 데이터센터 원전용 고농축 우라늄(HALEU) 공급이 제한적이며, 누사노(Nusano) 생산에 대한 연방 정부의 지지가 소형모듈원전(SMR) 도입 가용성 가속화를 이끌 수 있다. https://slicast.com/article/f6lkr3 Slicast en 2026-09-15T17:36:01.000Z NVIDIA reports early production results for DSX AI Factory Platform, demonstrating capability for scaled deployment. https://slicast.com/zh/article/f6lkr3 Slicast zh-cn 2026-09-15T17:36:01.000Z NVIDIA报告DSX AI工厂平台的早期生产结果，展示了扩展部署的能力。 https://slicast.com/ko/article/f6lkr3 Slicast ko 2026-09-15T17:36:01.000Z NVIDIA, DSX AI Factory Platform의 초기 생산 결과 발표하며 확장형 배포 능력 입증 https://slicast.com/article/gt6m5z Slicast en 2026-09-15T17:35:00.000Z ComEd is rejecting speculative data center interconnection requests as grid pressure reaches constraints, forcing developers to prove operational viability. https://slicast.com/zh/article/gt6m5z Slicast zh-cn 2026-09-15T17:35:00.000Z ComEd正在拒绝投机性数据中心互联申请，因为电网压力达到约束，迫使开发商证明运营可行性。 https://slicast.com/ko/article/gt6m5z Slicast ko 2026-09-15T17:35:00.000Z ComEd는 그리드 부하가 한계에 달함에 따라 추측성 데이터센터 연계 요청을 거부하고 있으며, 개발사들에게 운영 타당성을 입증하도록 요구하고 있다. https://slicast.com/article/6cfm6m Slicast en 2026-09-15T17:31:34.000Z Google signs 22-year power purchase agreement with Finnish utility Fortum covering nuclear, renewables, and storage capacity. https://slicast.com/zh/article/6cfm6m Slicast zh-cn 2026-09-15T17:31:34.000Z 谷歌与芬兰公用事业公司Fortum签订22年购电协议，涵盖核电、可再生能源和储能容量。 https://slicast.com/ko/article/6cfm6m Slicast ko 2026-09-15T17:31:34.000Z 구글은 핀란드 유틸리티 기업 포르툼과 원자력, 재생에너지 및 저장 설비 용량을 포함하는 22년 장기 전력 구매 계약(PPA)을 체결했다. https://slicast.com/article/jhqs7x Slicast en 2026-09-15T17:23:22.000Z Axelera AI launches Europa AIPU, a purpose-built inference accelerator with software toolchain for enterprise and data center deployment. https://slicast.com/zh/article/jhqs7x Slicast zh-cn 2026-09-15T17:23:22.000Z Axelera AI推出Europa AIPU，一款专为企业和数据中心部署的推理加速器，配备软件工具链。 https://slicast.com/ko/article/jhqs7x Slicast ko 2026-09-15T17:23:22.000Z Axelera AI가 엔터프라이즈 및 데이터센터 배포를 위한 전용 추론 가속기인 Europa AIPU와 소프트웨어 툴체인을 출시했다. https://slicast.com/article/1apy4hl Slicast en 2026-09-15T17:05:00.000Z InfraTech Capital Advances Development of Global Fiber Optic Manufacturing Platform https://slicast.com/zh/article/1apy4hl Slicast zh-cn 2026-09-15T17:05:00.000Z InfraTech Capital推进全球光纤制造平台开发 https://slicast.com/article/110me11 Slicast en 2026-09-15T17:01:23.000Z NVIDIA reports token-per-watt optimization advances for Vera Rubin and DSX platforms at AI Infra Summit, highlighting power efficiency as competitive metric. https://slicast.com/zh/article/110me11 Slicast zh-cn 2026-09-15T17:01:23.000Z NVIDIA在AI基础设施峰会报告Vera Rubin和DSX平台的每瓦特令牌优化进展，强调功率效率作为竞争指标。 https://slicast.com/ko/article/110me11 Slicast ko 2026-09-15T17:01:23.000Z NVIDIA는 AI 인프라 서밋에서 Vera Rubin 및 DSX 플랫폼의 토큰/와트 최적화 진전을 보고하며 전력 효율성을 경쟁 지표로 강조함. https://slicast.com/article/1us7vjm Slicast en 2026-09-15T17:01:09.000Z Cancelled data center projects leave utilities with stranded infrastructure costs passed to ratepayers; capacity reassignment takes months. https://slicast.com/zh/article/1us7vjm Slicast zh-cn 2026-09-15T17:01:09.000Z 已取消的数据中心项目给公用事业留下搁浅的基础设施成本，转嫁给消费者；容量重新分配需要数月。 https://slicast.com/ko/article/1us7vjm Slicast ko 2026-09-15T17:01:09.000Z 데이터 센터 프로젝트 취소로 유틸리티 기업은 정체된 인프라 비용을 요금 납부자에게 전가하게 되며, 용도 변경에는 수개월이 소요된다. https://slicast.com/article/1gxriy1 Slicast en 2026-09-15T17:00:48.000Z Astera Labs releases Leo 2 CXL 3.2 memory controllers and Leo X rackscale fabric controller for disaggregated memory architectures. https://slicast.com/zh/article/1gxriy1 Slicast zh-cn 2026-09-15T17:00:48.000Z Astera Labs发布Leo 2 CXL 3.2内存控制器和Leo X机架级织物控制器，用于分解内存架构。 https://slicast.com/ko/article/1gxriy1 Slicast ko 2026-09-15T17:00:48.000Z Astera Labs가 disaggregated memory 아키텍처를 위한 Leo 2 CXL 3.2 메모리 컨트롤러와 Leo X 랙스케일 파브릭 컨트롤러를 출시했다. https://slicast.com/article/lanbyd Slicast en 2026-09-15T17:00:17.000Z EPA eliminates Biden-era power plant greenhouse-gas emissions standards, reducing regulatory pressure on coal and fossil generation. https://slicast.com/zh/article/lanbyd Slicast zh-cn 2026-09-15T17:00:17.000Z EPA取消了拜登时期的发电厂温室气体排放标准，减少了对煤炭和化石能源发电的监管压力。 https://slicast.com/ko/article/lanbyd Slicast ko 2026-09-15T17:00:17.000Z EPA는 바이든 행정부의 발전소 온실가스 배출 기준을 폐지하여 석탄 및 화력 발전에 대한 규제 부담을 완화했다. https://slicast.com/article/1ca2mlg Slicast en 2026-09-15T16:55:59.000Z From Megawatts to Tokens: How NVIDIA Maximizes AI Factory Production https://slicast.com/zh/article/1ca2mlg Slicast zh-cn 2026-09-15T16:55:59.000Z 从兆瓦到Token：NVIDIA如何最大化AI工厂产能 https://slicast.com/article/1whem6k Slicast en 2026-09-15T16:55:40.000Z AI Infra Summit: NVIDIA Vera Rubin and DSX Platform Advancements Showcase Energy Efficiencies of Optimizing Tokens Per Watt for AI Factories https://slicast.com/zh/article/1whem6k Slicast zh-cn 2026-09-15T16:55:40.000Z AI基础设施峰会：NVIDIA Vera Rubin与DSX平台进展展示AI工厂每瓦Token能效优化成果 https://slicast.com/article/uybsoy Slicast en 2026-09-15T16:54:07.000Z New flexible interconnection frameworks promise faster timelines for utility-to-datacenter power connections, reducing project lead times. https://slicast.com/zh/article/uybsoy Slicast zh-cn 2026-09-15T16:54:07.000Z 新的灵活互联互通框架承诺加快公用事业至数据中心电力连接的时间表，缩短项目周期。 https://slicast.com/ko/article/uybsoy Slicast ko 2026-09-15T16:54:07.000Z 새로운 유연한 인터커넥션 프레임워크는 유틸리티에서 데이터센터로의 전력 연결에 대한 더 빠른 타임라인을 약속하며 프로젝트 리드타임을 단축합니다. https://slicast.com/article/1wvb914 Slicast en 2026-09-15T16:51:36.000Z Core Scientific halts bitcoin mining hashrate operations to focus datacenter resources on more profitable AI workload revenue. https://slicast.com/zh/article/1wvb914 Slicast zh-cn 2026-09-15T16:51:36.000Z Core Scientific停止比特币挖矿算力运营，专注于更盈利的AI工作负载收入。 https://slicast.com/ko/article/1wvb914 Slicast ko 2026-09-15T16:51:36.000Z Core Scientific은 비트코인 마이닝 해시레이트 운영을 중단하고 데이터센터 자원을 더 수익성 높은 AI 워크로드 수익에 집중한다. https://slicast.com/article/s9bv6u Slicast en 2026-09-15T16:47:27.000Z Elon Musk's xAI expanding Colossus facility footprint in Mississippi through land acquisition affecting local residents. https://slicast.com/zh/article/s9bv6u Slicast zh-cn 2026-09-15T16:47:27.000Z 埃隆·马斯克的xAI通过土地收购在密西西比州扩大Colossus设施占地面积，影响当地居民。 https://slicast.com/ko/article/s9bv6u Slicast ko 2026-09-15T16:47:27.000Z Elon Musk의 xAI가 미시시피주에서 현지 주민들에게 영향을 미치는 토지 매수를 통해 Colossus 시설 규모를 확대하고 있다. https://slicast.com/article/11sdvg0 Slicast en 2026-09-15T16:46:39.000Z Liquid Compute raises $15 million seed round to build regulated AI infrastructure marketplace platform. https://slicast.com/zh/article/11sdvg0 Slicast zh-cn 2026-09-15T16:46:39.000Z Liquid Compute融资1500万美元种子轮以建设受监管的AI基础设施交易市场平台。 https://slicast.com/ko/article/11sdvg0 Slicast ko 2026-09-15T16:46:39.000Z Liquid Compute, 규제 준수 AI 인프라 마켓플레이스 플랫폼 구축을 위해 1500만 달러 시드 라운드 조달 https://slicast.com/article/1cr40vz Slicast en 2026-09-15T16:45:38.000Z China's YMTC now trails West by 1 year on NAND; CXMT trails by 2 years on DRAM and 3 years on HBM, per Korea Semiconductor Industry Association. https://slicast.com/zh/article/1cr40vz Slicast zh-cn 2026-09-15T16:45:38.000Z 根据韩国半导体工业协会，长江存储(YMTC)在NAND上落后西方1年；长鑫存储(CXMT)在DRAM上落后2年、HBM上落后3年。 https://slicast.com/ko/article/1cr40vz Slicast ko 2026-09-15T16:45:38.000Z 중국 YMTC는 NAND에서 서방보다 1년 뒤처졌으며, CXMT는 DRAM은 2년, HBM은 3년 뒤처진 것으로 한국반도체산업협회(KSIA)가 밝혔다. https://slicast.com/article/1cm4y1e Slicast en 2026-09-15T16:41:48.000Z AirJoule secures $27 million in funding to deploy water-from-air cooling technology into data center facilities. https://slicast.com/zh/article/1cm4y1e Slicast zh-cn 2026-09-15T16:41:48.000Z AirJoule获得2700万美元融资，以将空气制水冷却技术部署到数据中心设施。 https://slicast.com/ko/article/1cm4y1e Slicast ko 2026-09-15T16:41:48.000Z AirJoule, 데이터 센터 시설에 물-from-에어 냉각 기술 도입을 위해 2700만 달러의 자금을 확보했다. https://slicast.com/article/wxgytn Slicast en 2026-09-15T16:37:00.000Z United States is building data centers faster than grid generation capacity can support; meeting 2030 demand requires $110 billion in new generation resources. https://slicast.com/zh/article/wxgytn Slicast zh-cn 2026-09-15T16:37:00.000Z 美国数据中心建设速度超过电网发电容量能够支持的速度；满足2030年需求需要1100亿美元的新发电资源投资。 https://slicast.com/ko/article/wxgytn Slicast ko 2026-09-15T16:37:00.000Z 미국은 전력망 발전 용량보다 빠르게 데이터센터를 구축 중이며, 2030년 수요를 충족하려면 신규 발전 자원 확보에 1,100억 달러가 필요하다. https://slicast.com/article/250rx Slicast en 2026-09-15T16:27:08.000Z Indian renewable firm Waaree Energies forms new data center subsidiary; has not yet commenced operations. https://slicast.com/zh/article/250rx Slicast zh-cn 2026-09-15T16:27:08.000Z 印度可再生能源公司Waaree Energies成立新的数据中心子公司；尚未开始运营。 https://slicast.com/ko/article/250rx Slicast ko 2026-09-15T16:27:08.000Z 인도 재생에너지 기업 Waaree Energies가 신규 데이터센터 자회사를 설립했으나 아직 운영을 시작하지 않음. https://slicast.com/article/6w4j7w Slicast en 2026-09-15T16:27:07.000Z Trump administration dismisses AI safety fears while China calls fears 'fearmongering', yet China's spy chief sounds alarm over AI and chip competition. https://slicast.com/zh/article/6w4j7w Slicast zh-cn 2026-09-15T16:27:07.000Z 特朗普政府驳斥AI安全担忧，而中国称担忧为'恐吓宣传'，但中国情报部门负责人对AI和芯片竞争发出警报。 https://slicast.com/ko/article/6w4j7w Slicast ko 2026-09-15T16:27:07.000Z 트럼프 행정부는 AI 안전 우려를 일축하는 한편 중국은 이를 '공포 조장'이라 규정했으나, 중국의 정보기관장은 AI 및 반도체 경쟁에 대해 경고를 발령했다. https://slicast.com/article/1x56bp1 Slicast en 2026-09-15T16:26:36.000Z Amazon announces cloud infrastructure in Bahrain and UAE regions are 'beyond saving' and withdrawing service. https://slicast.com/zh/article/1x56bp1 Slicast zh-cn 2026-09-15T16:26:36.000Z 亚马逊宣布巴林和阿联酋地区的云基础设施'无法挽救'并撤回服务。 https://slicast.com/ko/article/1x56bp1 Slicast ko 2026-09-15T16:26:36.000Z 아마존은 바레인 및 UAE 지역 클라우드 인프라가 '복구 불가능'하다고 판단하여 서비스를 중단하겠다고 발표했습니다. https://slicast.com/article/bf3hlf Slicast en 2026-09-15T16:17:35.000Z Chipmaker Altera confidentially files for US IPO; signals market confidence in AI accelerator sector. https://slicast.com/zh/article/bf3hlf Slicast zh-cn 2026-09-15T16:17:35.000Z 芯片制造商Altera秘密提交美国IPO申请；预示市场对AI加速器产业的信心。 https://slicast.com/ko/article/bf3hlf Slicast ko 2026-09-15T16:17:35.000Z 반도체 기업 Altera가 미국 IPO를 비공개로 신청하며 AI 가속기 부문에 대한 시장 신뢰를 시사했다. https://slicast.com/article/muy09 Slicast en 2026-09-15T16:15:46.000Z Bitcoin mining operators CORZ, KEEL, IREN, CIFR positioned to exit bitcoin mining entirely, per CoinShares analysis. https://slicast.com/zh/article/muy09 Slicast zh-cn 2026-09-15T16:15:46.000Z 根据CoinShares分析，比特币挖矿运营商CORZ、KEEL、IREN、CIFR准备完全退出比特币挖矿。 https://slicast.com/ko/article/muy09 Slicast ko 2026-09-15T16:15:46.000Z 코인쉐어스 분석에 따르면 비트코인 채굴 업체인 CORZ, KEEL, IREN, CIFR은 비트코인 채굴에서 완전히 철수할 수 있는 위치에 있다. https://slicast.com/article/1dds1jl Slicast en 2026-09-15T16:10:57.000Z Synapse Analytics raises $13 million Series A to expand AI decisioning infrastructure for financial institutions. https://slicast.com/zh/article/1dds1jl Slicast zh-cn 2026-09-15T16:10:57.000Z Synapse Analytics融资1300万美元进行A轮融资，扩展金融机构的AI决策基础设施。 https://slicast.com/ko/article/1dds1jl Slicast ko 2026-09-15T16:10:57.000Z Synapse Analytics, 금융기관 대상 AI 의사결정 인프라 확장을 위해 시리즈A 라운드에서 1300만 달러 조달 https://slicast.com/article/sg6fxg Slicast en 2026-09-15T16:10:52.000Z AirTrunk partners with Emergence Quantum to explore integration of cryogenic cooling systems into data center facilities. https://slicast.com/zh/article/sg6fxg Slicast zh-cn 2026-09-15T16:10:52.000Z AirTrunk与Emergence Quantum合作探索将低温冷却系统集成到数据中心设施中。 https://slicast.com/ko/article/sg6fxg Slicast ko 2026-09-15T16:10:52.000Z AirTrunk은 Emergence Quantum와 협력하여 데이터 센터 시설에 극저온 냉각 시스템 통합을 모색하고 있다. https://slicast.com/article/1i3sqsg Slicast en 2026-09-15T16:08:11.000Z Akash Systems brings diamond cooling technology to data hall deployments, leveraging diamond's thermal conductivity. https://slicast.com/zh/article/1i3sqsg Slicast zh-cn 2026-09-15T16:08:11.000Z Akash Systems将钻石冷却技术引入数据中心部署，利用钻石的导热性能。 https://slicast.com/ko/article/1i3sqsg Slicast ko 2026-09-15T16:08:11.000Z Akash Systems는 다이아몬드의 열전도율을 활용하여 데이터 홀 구축에 다이아몬드 냉각 기술을 도입한다. https://slicast.com/article/p1htk2 Slicast en 2026-09-15T16:00:00.000Z Frank Russo Unveils Florida Data Center Community Responsibility Act https://slicast.com/zh/article/p1htk2 Slicast zh-cn 2026-09-15T16:00:00.000Z Frank Russo公布《佛罗里达州数据中心社区责任法案》 https://slicast.com/article/1cpyidu Slicast en 2026-09-15T15:52:58.000Z Pennsylvania's public utility commission hired Synapse Energy Economics to assess whether AI datacenters are straining the state's electrical grid. https://slicast.com/zh/article/1cpyidu Slicast zh-cn 2026-09-15T15:52:58.000Z 宾州公共事业委员会聘请Synapse能源经济公司研究AI数据中心是否给该州电网造成压力。 https://slicast.com/ko/article/1cpyidu Slicast ko 2026-09-15T15:52:58.000Z 펜실베이니아주 공공유틸리티위원회는 AI 데이터센터가 주 전력망에 부담을 주고 있는지 평가하기 위해 Synapse Energy Economics를 고용했다. https://slicast.com/article/x7bhxl Slicast en 2026-09-15T15:39:54.000Z Meta plans to deploy its in-house Arke AI chip during the first half of 2027, aiming to reduce dependency on Nvidia GPUs for inference workloads. https://slicast.com/zh/article/x7bhxl Slicast zh-cn 2026-09-15T15:39:54.000Z Meta计划在2027年上半年部署其内部开发的Arke AI芯片，以减少对英伟达GPU的依赖用于推理工作负载。 https://slicast.com/ko/article/x7bhxl Slicast ko 2026-09-15T15:39:54.000Z Meta는 2027년 상반기 자체 개발 AI 칩인 Arke를 도입하여 추론 작업에서 Nvidia GPU 의존도를 낮추겠다는 계획이다. https://slicast.com/article/e4qbjn Slicast en 2026-09-15T15:37:47.000Z CoinShares research finds Bitcoin miners are unlikely to return to AI and high-performance-computing hosting even if crypto prices recover, signaling permanent capacity reallocation toward AI workload https://slicast.com/zh/article/e4qbjn Slicast zh-cn 2026-09-15T15:37:47.000Z CoinShares研究发现即使加密货币价格恢复，比特币矿工也不太可能重返AI和高性能计算托管，表明向AI工作负载的永久性产能重新分配。 https://slicast.com/ko/article/e4qbjn Slicast ko 2026-09-15T15:37:47.000Z CoinShares 연구에 따르면, 암호화폐 가격이 회복하더라도 비트코인 채굴자들이 AI 및 고성능 컴퓨팅 호스팅으로 복귀할 가능성은 낮으며, 이는 AI 워크로드로의 영구적인 용량 재배분을 시사한다. https://slicast.com/article/yyhoux Slicast en 2026-09-15T15:37:00.000Z Polaris Electro-Optics closed a $50 million Series B to scale its optical interconnect platform for AI datacenters. https://slicast.com/zh/article/yyhoux Slicast zh-cn 2026-09-15T15:37:00.000Z Polaris Electro-Optics获得5000万美元B轮融资，用以扩大其AI数据中心光互连平台。 https://slicast.com/ko/article/yyhoux Slicast ko 2026-09-15T15:37:00.000Z 폴라리스 일렉트로옵틱스는 AI 데이터센터용 광 인터커넥트 플랫폼 확대를 위해 5,000만 달러 규모의 시리즈 B 투자를 완료했다. https://slicast.com/article/10s37k Slicast en 2026-09-15T15:34:32.000Z Euclyd raised over $230 million to scale its AI inference platform, which aims to reduce the cost and latency of large-language-model serving. https://slicast.com/zh/article/10s37k Slicast zh-cn 2026-09-15T15:34:32.000Z Euclyd融资超过2.3亿美元用以扩展其AI推理平台，旨在降低大语言模型服务的成本和延迟。 https://slicast.com/ko/article/10s37k Slicast ko 2026-09-15T15:34:32.000Z Euclyd는 대규모 언어 모델 서빙의 비용과 지연 시간을 줄이는 것을 목표로 하는 AI 추론 플랫폼을 확장하기 위해 2억 3,000만 달러 이상을 조달했다. https://slicast.com/article/16t3n7j Slicast en 2026-09-15T15:10:52.000Z Forgent Power Solutions reported 89% revenue growth and a $3 billion backlog, driven by surging demand for AI datacenter power infrastructure and fuel-cell systems. https://slicast.com/zh/article/16t3n7j Slicast zh-cn 2026-09-15T15:10:52.000Z Forgent Power Solutions公布收入增长89%，待履行订单价值30亿美元，由AI数据中心电力基础设施和燃料电池系统需求激增推动。 https://slicast.com/ko/article/16t3n7j Slicast ko 2026-09-15T15:10:52.000Z 포젠트 파워 솔루션은 AI 데이터센터 전력 인프라 및 연료전지 시스템에 대한 급증하는 수요로 인해 매출이 89% 성장하고 30억 달러의 수주 잔고가 발생했다고 보고했다. https://slicast.com/article/rfvr4f Slicast en 2026-09-15T15:10:01.000Z Rebellions (Spain-based AI chip startup) and ai& (compute operator) announced a partnership to deploy energy-efficient AI inference infrastructure in Japan. https://slicast.com/zh/article/rfvr4f Slicast zh-cn 2026-09-15T15:10:01.000Z Rebellions（西班牙AI芯片创业公司）和ai&（计算运营商）宣布合作，在日本部署能效高的AI推理基础设施。 https://slicast.com/ko/article/rfvr4f Slicast ko 2026-09-15T15:10:01.000Z 스페인 기반 AI 칩 스타트업 Rebellions와 컴퓨팅 연산 기업 ai&는 에너지 효율적인 AI 추론 인프라를 일본에 구축하기 위한 파트너십을 발표했습니다. https://slicast.com/article/1upgmi0 Slicast en 2026-09-15T15:04:00.000Z Data Center World Power 2026 Showcases Energy Infrastructure Solutions to Meet Growing Power Demands https://slicast.com/zh/article/1upgmi0 Slicast zh-cn 2026-09-15T15:04:00.000Z 2026数据中心世界电力大会展示应对日益增长的电力需求的基础设施方案 https://slicast.com/article/is8y1j Slicast en 2026-09-15T15:02:46.000Z China publicly rejected a US proposal to slow AI development, reframing the debate as a new front in US–China tech rivalry ahead of Trump–Xi talks. https://slicast.com/zh/article/is8y1j Slicast zh-cn 2026-09-15T15:02:46.000Z 中国公开驳回美国减缓AI开发的提议，将辩论重新定位为美中科技竞争的新前线，为特朗普-习会谈做准备。 https://slicast.com/ko/article/is8y1j Slicast ko 2026-09-15T15:02:46.000Z 중국은 미국의 AI 개발 속도 저하 제안을 공개적으로 거부하며, 트럼프-시 회담을 앞두고 미중 기술 패권 경쟁의 새로운 전선으로 논의를 재정의했다. https://slicast.com/article/1pxltrp Slicast en 2026-09-15T15:00:00.000Z Grid operators warn that the power infrastructure cannot simultaneously handle rapid AI datacenter growth and increasing wildfire-driven outages. https://slicast.com/zh/article/1pxltrp Slicast zh-cn 2026-09-15T15:00:00.000Z 电网运营商警告称，电力基础设施无法同时应对AI数据中心的快速增长和野火导致的停电增加。 https://slicast.com/ko/article/1pxltrp Slicast ko 2026-09-15T15:00:00.000Z 전력 운영사는 전력 인프라가 급속한 AI 데이터센터 성장과 산불로 인한 정수 증가를 동시에 감당할 수 없다고 경고했다. https://slicast.com/article/19arjy7 Slicast en 2026-09-15T14:59:34.000Z Dutch AI chip startup Euclyd raises $231 million in funding co-led by Samsung; former ASML CEO Peter Wennink joins as chairman. https://slicast.com/zh/article/19arjy7 Slicast zh-cn 2026-09-15T14:59:34.000Z 荷兰AI芯片初创公司Euclyd获得由三星共同领导的2.31亿美元融资，前ASML首席执行官彼得·温尼克加入担任董事长。 https://slicast.com/ko/article/19arjy7 Slicast ko 2026-09-15T14:59:34.000Z 네덜란드 AI 칩 스타트업 유클라이드가 삼성이 공동 주도한 2억 3,100만 달러의 자금을 조달했으며, 전 ASML CEO인 피터 뵨인크가 이사로 합류했다. https://slicast.com/article/qdgy9m Slicast en 2026-09-15T14:59:12.000Z Colorado City receives $10 million from AI data-center companies as part of tax incentives or community benefit agreements to secure local support for facility siting. https://slicast.com/zh/article/qdgy9m Slicast zh-cn 2026-09-15T14:59:12.000Z 科罗拉多城从AI数据中心公司获得1000万美元，作为税收激励或社区利益协议的一部分，以确保当地对设施选址的支持。 https://slicast.com/ko/article/qdgy9m Slicast ko 2026-09-15T14:59:12.000Z Colorado City는 AI 데이터센터 기업들로부터 시설 입지에 대한 지역 사회의 지지를 확보하기 위한 세금 인센티브 또는 커뮤니티 혜택 협정 일환으로 1,000만 달러를 수령했다. https://slicast.com/article/rkbuge Slicast en 2026-09-15T14:51:48.000Z NOVVA Group secures a landmark 3.17 GW renewable energy portfolio from ABO Energy to power global AI infrastructure. https://slicast.com/zh/article/rkbuge Slicast zh-cn 2026-09-15T14:51:48.000Z NOVVA Group从ABO Energy获得标志性的3.17吉瓦可再生能源组合，用于为全球AI基础设施供电。 https://slicast.com/ko/article/rkbuge Slicast ko 2026-09-15T14:51:48.000Z NOVVA Group, ABO Energy로부터 글로벌 AI 인프라 가동을 위한 3.17GW 규모 재생에너지 포트폴리오 확보 https://slicast.com/article/8e7ssh Slicast en 2026-09-15T14:51:25.000Z B2U (second-life battery company) executes a second battery project in ERCOT with a strategic supply agreement from Waymo, expanding stationary storage for grid support. https://slicast.com/zh/article/8e7ssh Slicast zh-cn 2026-09-15T14:51:25.000Z B2U（二手电池公司）在ERCOT执行第二个电池项目，与Waymo建立战略供应协议，扩展静止储能以支持电网。 https://slicast.com/ko/article/8e7ssh Slicast ko 2026-09-15T14:51:25.000Z B2U(세컨드라이프 배터리 기업)는 웨이모와의 전략적 공급 계약을 통해 ERCOT에서 두 번째 배터리 프로젝트를 실행하며 그리드 지원을 위한 정적 저장 설비를 확대하고 있다. https://slicast.com/article/n62xlo Slicast en 2026-09-15T14:47:43.000Z Google announces its biggest-ever European data-center investment in Finland. https://slicast.com/zh/article/n62xlo Slicast zh-cn 2026-09-15T14:47:43.000Z 谷歌在芬兰宣布其有史以来规模最大的欧洲数据中心投资。 https://slicast.com/ko/article/n62xlo Slicast ko 2026-09-15T14:47:43.000Z 구글, 핀란드에서 유럽 역사상 최대 규모 데이터센터 투자 발표 https://slicast.com/article/c657da Slicast en 2026-09-15T14:46:26.000Z Meta targets first-half 2027 deployment of its in-house MTIA 450 AI inference chip in data centers. https://slicast.com/zh/article/c657da Slicast zh-cn 2026-09-15T14:46:26.000Z Meta计划在2027年上半年部署其自研MTIA 450 AI推理芯片到数据中心。 https://slicast.com/ko/article/c657da Slicast ko 2026-09-15T14:46:26.000Z 메타는 자체 개발 MTIA 450 AI 추론 칩을 데이터 센터에 상반기 내 2027년 중으로 도입할 계획이다. https://slicast.com/article/e18k4b Slicast en 2026-09-15T14:41:00.000Z Texas Governor Greg Abbott orders new water-use penalties on data centers amid state water-scarcity concerns. https://slicast.com/zh/article/e18k4b Slicast zh-cn 2026-09-15T14:41:00.000Z 德克萨斯州州长格雷格·阿博特对数据中心下令新的用水处罚，以应对该州水资源稀缺问题。 https://slicast.com/ko/article/e18k4b Slicast ko 2026-09-15T14:41:00.000Z 텍사스주 그렉 애벗 주지사, 주 내 수자원 부족 우려에 따라 데이터센터의 새로운 용수 사용 제재 명령 https://slicast.com/article/1nd3wbs Slicast en 2026-09-15T14:36:16.000Z European AI chip startup Axelera wins AI factory supply deals and launches its second-generation chip. https://slicast.com/zh/article/1nd3wbs Slicast zh-cn 2026-09-15T14:36:16.000Z 欧洲AI芯片初创公司Axelera赢得AI工厂供应协议并推出第二代芯片。 https://slicast.com/ko/article/1nd3wbs Slicast ko 2026-09-15T14:36:16.000Z 유럽 AI 칩 스타트업 Axelera, AI 팩토리 공급 계약 체결 및 2세대 칩 출시 https://slicast.com/article/1din5q2 Slicast en 2026-09-15T14:34:06.000Z ASML forecasts 110+ EUV lithography tools annually by 2028 as AI chip demand accelerates, signaling capacity commitment to support advanced chip production. https://slicast.com/zh/article/1din5q2 Slicast zh-cn 2026-09-15T14:34:06.000Z ASML预测到2028年每年交付110多台EUV光刻工具，以应对AI芯片需求加速，表明支持先进芯片生产的产能承诺。 https://slicast.com/ko/article/1din5q2 Slicast ko 2026-09-15T14:34:06.000Z AI 칩 수요 가속화에 따라 ASML은 2028년까지 연간 EUV 리소그래피 장비 110대 이상 생산을 목표로 하며, 첨단 반도체 생산 지원을 위한 공급 능력 확대 의지를 밝혔다. https://slicast.com/article/nzhybg Slicast en 2026-09-15T14:26:39.000Z FTC Chair Lina Khan expresses skepticism toward industry calls for antitrust exemptions in AI regulation, signaling enforcement will not carve out the AI sector. https://slicast.com/zh/article/nzhybg Slicast zh-cn 2026-09-15T14:26:39.000Z 美国联邦贸易委员会主席对业界呼吁的AI监管反垄断豁免表示怀疑，表明执法部门不会对AI部门做出豁免。 https://slicast.com/ko/article/nzhybg Slicast ko 2026-09-15T14:26:39.000Z FTC 의장 리나 칸은 AI 규제 관련 업계의 면제 요구에 대해 회의적인 입장을 보이며, AI 부문이 단호한 집행 대상이 될 것임을 시사했다. https://slicast.com/article/hk03z4 Slicast en 2026-09-15T14:26:19.000Z PJM (largest US grid operator) warns that reliability could fail by 2030 if data-center demand growth continues at current pace; worst-case loss-of-load expectation is 100x worse than planning criteri https://slicast.com/zh/article/hk03z4 Slicast zh-cn 2026-09-15T14:26:19.000Z PJM（美国最大电网运营商）警告如果数据中心需求以当前速度继续增长，可靠性可能在2030年失效；最坏情况下的缺电预期是规划标准的100倍。 https://slicast.com/ko/article/hk03z4 Slicast ko 2026-09-15T14:26:19.000Z PJM(미국 최대 전력망 운영자)는 데이터센터 수요 증가가 현재 속도를 유지할 경우 2030년까지 신뢰성 문제가 발생할 수 있다고 경고했으며, 최악의 경우 부하 손실 기대치는 계획 기준보다 100배 더 나쁠 것으로 나타났다. https://slicast.com/article/g13vhe Slicast en 2026-09-15T14:22:01.000Z Meta plans to deploy in-house AI chips Arke and Astrid in 2027 to reduce Nvidia reliance and cut inference costs. https://slicast.com/zh/article/g13vhe Slicast zh-cn 2026-09-15T14:22:01.000Z Meta计划在2027年部署自研AI芯片Arke和Astrid，以减少对英伟达的依赖并降低推理成本。 https://slicast.com/ko/article/g13vhe Slicast ko 2026-09-15T14:22:01.000Z Meta는 2027년 자체 개발 AI 칩 아크와 아스트리드를 도입하여 엔비디아 의존도를 낮추고 추론 비용을 절감할 계획이다. https://slicast.com/article/1tdwiwq Slicast en 2026-09-15T14:21:31.000Z Pennsylvania's statewide energy regulator warns of potential power outages due to rapid data-center build-out, citing insufficient transmission and generation. https://slicast.com/zh/article/1tdwiwq Slicast zh-cn 2026-09-15T14:21:31.000Z 宾夕法尼亚州能源监管机构因数据中心快速建设警告可能停电，引用不足的输电和发电。 https://slicast.com/ko/article/1tdwiwq Slicast ko 2026-09-15T14:21:31.000Z 펜실베이니아주의 주 전체 에너지 규제 기관은 데이터센터의 급속한 확장에 따른 송전 및 발전 시설 부족을 이유로 잠재적 정전 가능성을 경고했다. https://slicast.com/article/1p1i5rx Slicast en 2026-09-15T14:19:52.000Z Bitcoin miners face shifting economics as power value to AI data-center operators exceeds cryptocurrency mining returns; Core Scientific and others reposition capacity. https://slicast.com/zh/article/1p1i5rx Slicast zh-cn 2026-09-15T14:19:52.000Z 比特币矿工面临经济转变，因为AI数据中心运营商的电力价值超过加密货币采矿回报；Core Scientific等重新定位产能。 https://slicast.com/ko/article/1p1i5rx Slicast ko 2026-09-15T14:19:52.000Z 전력 수요가 암호화폐 채굴 수익을 상회하는 AI 데이터센터 운영사로 이동하며 비트코인 채굴의 경제성이 변화하고, 코어 사이언티픽 등 주요 기업들이 설비 용도를 재편 중이다. https://slicast.com/article/1go17hh Slicast en 2026-09-15T14:15:48.000Z At least 14 US states are evaluating data-center moratoriums or new permitting constraints in response to power grid and water concerns. https://slicast.com/zh/article/1go17hh Slicast zh-cn 2026-09-15T14:15:48.000Z 至少14个美国州正在评估数据中心暂停或新的许可约束，以应对电网和用水问题。 https://slicast.com/ko/article/1go17hh Slicast ko 2026-09-15T14:15:48.000Z 미국 내 최소 14개 주가 전력망 및 수자원 문제를 이유로 데이터센터 건설 중단 또는 신규 인허가 제한을 검토 중이다. https://slicast.com/article/1nxmpmw Slicast en 2026-09-15T14:14:19.000Z Sanmina (contract manufacturer) reports AI rack manufacturing is rewriting its earnings base, signaling volume growth in data-center build-outs and custom server design. https://slicast.com/zh/article/1nxmpmw Slicast zh-cn 2026-09-15T14:14:19.000Z Sanmina（合同制造商）报告AI机架制造正在改写其收益基础，表明数据中心建设和定制服务器设计的产量增长。 https://slicast.com/ko/article/1nxmpmw Slicast ko 2026-09-15T14:14:19.000Z 산미나(계약생산기업)는 AI 랙 제조가 수익 기반을 재편하고 있으며, 이는 데이터센터 구축 및 맞춤형 서버 설계 분야의 물량 증가를 시사한다고 밝혔다. https://slicast.com/article/1jgzihi Slicast en 2026-09-15T14:13:29.000Z Hut 8 files a $399 million building project at Beacon Point AI Campus, signaling a major data-center infrastructure commitment. https://slicast.com/zh/article/1jgzihi Slicast zh-cn 2026-09-15T14:13:29.000Z Hut 8为Beacon Point AI Campus提交3.99亿美元建筑项目，表明重大数据中心基础设施承诺。 https://slicast.com/ko/article/1jgzihi Slicast ko 2026-09-15T14:13:29.000Z Hut 8, Beacon Point AI 캠퍼스에 3억 9,900만 달러 규모의 건설 프로젝트를 제출하며 주요 데이터센터 인프라에 대한 강력한 의지를 나타냈다. https://slicast.com/article/mzjdu8 Slicast en 2026-09-15T14:11:10.000Z Qualcomm gains a 'foothold' in the AI data-center chip market, competing with existing interconnect and accelerator players like Marvell, Astera Labs, and Arista. https://slicast.com/zh/article/mzjdu8 Slicast zh-cn 2026-09-15T14:11:10.000Z 高通在AI数据中心芯片市场获得'立足点'，与Marvell、Astera Labs和Arista等现有互连和加速器厂商竞争。 https://slicast.com/ko/article/mzjdu8 Slicast ko 2026-09-15T14:11:10.000Z 퀄컴이 마벨, 아스테라 랩스, 아리스토 등 기존 인터커넥트 및 가속기 업체와 경쟁하며 AI 데이터센터 칩 시장에서 입지를 다진다. https://slicast.com/article/19pao5m Slicast en 2026-09-15T14:10:32.000Z Digital Realty, Colovore, Hut 8, CoreSite, and DataBank file to build data centers in Texas, continuing the state's lead as a hyperscaler and AI-datacenter hub. https://slicast.com/zh/article/19pao5m Slicast zh-cn 2026-09-15T14:10:32.000Z Digital Realty、Colovore、Hut 8、CoreSite和DataBank提交在德克萨斯州建设数据中心，继续该州作为超大规模云商和AI数据中心枢纽的领导地位。 https://slicast.com/ko/article/19pao5m Slicast ko 2026-09-15T14:10:32.000Z Digital Realty, Colovore, Hut 8, CoreSite, DataBank이 텍사스주에 데이터 센터 건설을 신청하며, 해당 주의 하이퍼스케일러 및 AI 데이터센터 허브로서의 주도적 지위를 이어갔다. https://slicast.com/article/j05wnx Slicast en 2026-09-15T14:05:00.000Z Bloom Energy stock gains attention amid discussion of S&P 500 inclusion and rising AI-driven data-center power demand. https://slicast.com/zh/article/j05wnx Slicast zh-cn 2026-09-15T14:05:00.000Z Bloom Energy股票因讨论S&P 500纳入和AI驱动的数据中心电力需求上升而获得关注。 https://slicast.com/ko/article/j05wnx Slicast ko 2026-09-15T14:05:00.000Z S&P 500 편입 논의와 AI 기반 데이터센터 전력 수요 증가 속에 Bloom Energy 주가가 주목받고 있다. https://slicast.com/article/1frgkte Slicast en 2026-09-15T14:00:00.000Z NOVVA Group secures landmark 3.17 GW renewable energy portfolio from ABO Energy to power global AI infrastructure https://slicast.com/zh/article/1frgkte Slicast zh-cn 2026-09-15T14:00:00.000Z NOVVA集团从ABO Energy获得创纪录的3.17 GW可再生能源组合，为全球AI基础设施供电 https://slicast.com/article/5v64hp Slicast en 2026-09-15T13:30:00.000Z Liquid Compute Launches with $15M to Build a Regulated Exchange for AI Infrastructure https://slicast.com/zh/article/5v64hp Slicast zh-cn 2026-09-15T13:30:00.000Z Liquid Compute获$15M启动资金，筹建AI基础设施合规交易平台 https://slicast.com/article/fxgkf Slicast en 2026-09-15T13:14:48.000Z Euclyd secures €200M+ Series A co-led by Samsung for AI inference acceleration https://slicast.com/zh/article/fxgkf Slicast zh-cn 2026-09-15T13:14:48.000Z Euclyd获得由三星共同领投的2亿欧元+A轮融资，用于AI推理加速 https://slicast.com/article/piivbw Slicast en 2026-09-15T13:10:00.000Z AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution https://slicast.com/zh/article/piivbw Slicast zh-cn 2026-09-15T13:10:00.000Z AI基础设施：AI革命背后的万亿美元市场 https://slicast.com/article/581p0a Slicast en 2026-09-15T13:08:00.000Z Antrique Secures Initial 150MW of Long-Term Green Energy Capacity for Integrated AI Infrastructure Platform https://slicast.com/zh/article/581p0a Slicast zh-cn 2026-09-15T13:08:00.000Z Antrique为综合AI基础设施平台锁定首批150MW长期绿电容量 https://slicast.com/article/m57ljo Slicast en 2026-09-15T13:03:00.000Z Data Center World POWER News: SENS Changes Critical DC Power Architecture for Gigawatt-Scale Data Centers https://slicast.com/zh/article/m57ljo Slicast zh-cn 2026-09-15T13:03:00.000Z 数据中心世界电力新闻：SENS革新吉瓦级数据中心关键供电架构 https://slicast.com/article/1jw7jxk Slicast en 2026-09-15T13:00:00.000Z Evvy Raises $40M Series B to Scale AI-Powered Precision Diagnostics & Care Platform for Women’s Health https://slicast.com/zh/article/1jw7jxk Slicast zh-cn 2026-09-15T13:00:00.000Z Evvy完成$40M B轮融资，扩大女性健康AI精准诊断与护理平台规模 https://slicast.com/article/7bsr4n Slicast en 2026-09-15T13:00:00.000Z Mithrl Raises $20M to Bring Custom AI Infrastructure to Biopharma, Grounded in Its Biomedical World Model https://slicast.com/zh/article/7bsr4n Slicast zh-cn 2026-09-15T13:00:00.000Z Mithrl获$20M融资，基于生物医学世界模型为生物医药行业提供定制AI基础设施 https://slicast.com/article/1ocwpr5 Slicast en 2026-09-15T12:45:02.000Z Hyosung Heavy Industries secures $286 million contract for transformer equipment to power gigawatt-scale AI datacenter deployments across US grid https://slicast.com/zh/article/1ocwpr5 Slicast zh-cn 2026-09-15T12:45:02.000Z 现代重工获得2.86亿美元合同，为美国电网gigawatt级AI数据中心部署提供变压器设备 https://slicast.com/article/zwy0uk Slicast en 2026-09-15T12:40:00.000Z As AI Data Center Investment Heads Toward $31.6 Trillion, Mindstream Energy Builds Where the Power Already Exists https://slicast.com/zh/article/zwy0uk Slicast zh-cn 2026-09-15T12:40:00.000Z AI数据中心投资逼近$31.6万亿，Mindstream Energy在现有电力资源地布局建设 https://slicast.com/article/zel0v2 Slicast en 2026-09-15T12:38:00.000Z New APWA Toolbox Helps Communities Answer Data Center Questions https://slicast.com/zh/article/zel0v2 Slicast zh-cn 2026-09-15T12:38:00.000Z APWA推出新工具箱，助力社区解答数据中心相关问题 https://slicast.com/article/sfp8rs Slicast en 2026-09-15T12:05:00.000Z Alliant Insurance Services Formalizes Hyperscale Infrastructure and Data Center Risk Advisory, Combining Integrated Specialty Risk and Power Expertise with Historical Project Data https://slicast.com/zh/article/sfp8rs Slicast zh-cn 2026-09-15T12:05:00.000Z Alliant Insurance Services推出超大规模基础设施风险咨询 https://slicast.com/article/r6maes Slicast en 2026-09-15T12:00:36.000Z Canada's Bell triples planned capacity at Saskatchewan datacenter campus to 900MW, with scope for further expansion https://slicast.com/zh/article/r6maes Slicast zh-cn 2026-09-15T12:00:36.000Z 加拿大Bell将Saskatchewan数据中心园区规划容量提升至900MW，并预留进一步扩展空间。 https://slicast.com/article/1qvt6kx Slicast en 2026-09-15T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1qvt6kx Slicast zh-cn 2026-09-15T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/seytgd Slicast en 2026-09-15T12:00:00.000Z Mitsubishi Electric Launches MECH-iC Chiller Platform to Meet Growing AI Data Center Cooling Demands https://slicast.com/zh/article/seytgd Slicast zh-cn 2026-09-15T12:00:00.000Z 三菱电机推出MECH-iC冷却器平台满足AI数据中心冷却需求 https://slicast.com/article/1hvv284 Slicast en 2026-09-15T11:50:42.000Z Malaysia's data center market is projected to nearly double from USD 6.14 billion in 2025 to USD 11.40 billion by 2031, https://slicast.com/zh/article/1hvv284 Slicast zh-cn 2026-09-15T11:50:42.000Z 马来西亚数据中心市场预计2025年$6.14B增至2031年$11.40B https://slicast.com/ko/article/1hvv284 Slicast ko 2026-09-15T11:50:42.000Z 말레이시아 데이터센터 시장은 2025년 61억 4,000만 달러에서 2031년까지 114억 달러로 거의 두 배 성장할 것으로 전망된다. https://slicast.com/article/q0c40p Slicast en 2026-09-15T11:38:57.000Z Euclyd raises €200+ million / $231 million Series A co-led by Samsung and Somerset Capital for AI inference chip development https://slicast.com/zh/article/q0c40p Slicast zh-cn 2026-09-15T11:38:57.000Z Euclyd获得超2亿欧元/2.31亿美元A轮融资，由三星和Somerset Capital共同领投，用于AI推理芯片开发 https://slicast.com/article/rbisf9 Slicast en 2026-09-15T11:31:15.000Z Vantage Data Centers raises $2 billion for North American early-stage portfolio development, bringing total financing this year to $40 billion https://slicast.com/zh/article/rbisf9 Slicast zh-cn 2026-09-15T11:31:15.000Z Vantage Data Centers融资20亿美元用于北美早期投资组合开发，今年总融资额达到400亿美元。 https://slicast.com/article/5e0lh5 Slicast en 2026-09-15T11:00:00.000Z Rockwell Automation Joins Anthropic’s Project Glasswing to Advance AI-Enabled Cyber Defense for Industrial Critical Infrastructure https://slicast.com/zh/article/5e0lh5 Slicast zh-cn 2026-09-15T11:00:00.000Z Rockwell Automation加入Anthropic Glasswing项目推进AI网络防御 https://slicast.com/article/drg8o6 Slicast en 2026-09-15T10:05:00.000Z Flex is spinning off its Cloud and Power Infrastructure business as Axiom Solutions International, Inc., which filed its https://slicast.com/zh/article/drg8o6 Slicast zh-cn 2026-09-15T10:05:00.000Z Flex分拆云计算和电力基础设施业务为Axiom Solutions International https://slicast.com/ko/article/drg8o6 Slicast ko 2026-09-15T10:05:00.000Z Flex는 클라우드 및 전원 인프라 사업을 Axiom Solutions International, Inc.로 분할했으며, 동사는 https://slicast.com/article/yzop6z Slicast en 2026-09-15T09:00:42.000Z Heart of the Matter: How a Major Children’s Hospital Uses Open Source NVIDIA AI for Cardiac Care https://slicast.com/zh/article/yzop6z Slicast zh-cn 2026-09-15T09:00:42.000Z 核心议题：大型儿童医院如何利用开源NVIDIA AI开展心脏诊疗 https://slicast.com/commentary/talen-2026-09-15 Slicast en 2026-09-15T08:01:56.345Z Talen Energy Stock, September 2026: 8.4% Drop With No Disclosed Catalyst as Data-Center Pivot Advances https://slicast.com/zh/commentary/talen-2026-09-15 Slicast zh-cn 2026-09-15T08:01:56.345Z 塔伦能源股价，2026年9月：跌幅8.4%无公开解释，数据中心战略持续推进 https://slicast.com/commentary/lam-research-2026-09-15 Slicast en 2026-09-15T07:59:00.397Z Lam Research (LRCX) Stock, September 2026: -8.3% Selloff Tests the AI Equipment Thesis https://slicast.com/zh/commentary/lam-research-2026-09-15 Slicast zh-cn 2026-09-15T07:59:00.397Z 泛林集团（LRCX）2026年9月：单日重挫8.3%，AI设备需求逻辑接受考验 https://slicast.com/commentary/arm-2026-09-15 Slicast en 2026-09-15T07:52:16.062Z Arm Holdings, September 2026: A 9.7% Single-Session Drop After a Record Quarter https://slicast.com/zh/commentary/arm-2026-09-15 Slicast zh-cn 2026-09-15T07:52:16.062Z Arm Holdings 2026年9月：创纪录季度之后单日股价跌幅9.7% https://slicast.com/commentary/airtrunk-2026-09-15 Slicast en 2026-09-15T07:16:52.966Z AirTrunk Liquid Cooling and Singapore REIT, September 2026 https://slicast.com/zh/commentary/airtrunk-2026-09-15 Slicast zh-cn 2026-09-15T07:16:52.966Z AirTrunk低温液冷部署与新加坡REIT上市，2026年9月 https://slicast.com/commentary/cxmt-2026-09-15 Slicast en 2026-09-15T07:14:37.990Z CXMT vs Samsung and SK Hynix: Memory Profit Margins, September 2026 https://slicast.com/zh/commentary/cxmt-2026-09-15 Slicast zh-cn 2026-09-15T07:14:37.990Z 长鑫存储 vs 三星 vs SK海力士：2026年9月存储芯片利润率之争 https://slicast.com/brief/2026-09-15 Slicast en 2026-09-15T07:01:36.362Z AI Infrastructure Briefing — 2026-09-15 https://slicast.com/zh/brief/2026-09-15 Slicast zh-cn 2026-09-15T07:01:36.362Z AI 基础设施早报 · 2026-09-15 https://slicast.com/ko/brief/2026-09-15 Slicast ko 2026-09-15T07:01:36.362Z AI 인프라 브리핑 · 2026-09-15 https://slicast.com/article/2vfzre Slicast en 2026-09-15T06:35:00.000Z AI inference chip startup d-Matrix, backed early by Samsung and SK, formally joins Nvidia's ecosystem. https://slicast.com/zh/article/2vfzre Slicast zh-cn 2026-09-15T06:35:00.000Z AI推理芯片初创公司d-Matrix（获得三星和SK早期投资）正式加入英伟达生态。 https://slicast.com/article/10y8e7l Slicast en 2026-09-15T06:28:43.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-15T06:28:43.000Z Parallel - AI代理网络基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-15T06:28:43.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/1w98uh0 Slicast en 2026-09-15T06:11:52.000Z Public GPU cloud provider CoreWeave (CRWV) stock reacts to AI training-demand warnings following recent sector slowdown signals. https://slicast.com/zh/article/1w98uh0 Slicast zh-cn 2026-09-15T06:11:52.000Z 公开GPU云提供商CoreWeave（CRWV）股价在最近AI训练需求警告后出现波动。 https://slicast.com/article/dyabqf Slicast en 2026-09-15T06:10:49.000Z South Korean telecom KT Cloud commits to 1 gigawatt of AI data-center capacity by 2031. https://slicast.com/zh/article/dyabqf Slicast zh-cn 2026-09-15T06:10:49.000Z 韩国电信集团KT Cloud承诺到2031年部署1吉瓦AI数据中心产能。 https://slicast.com/article/ws211f Slicast en 2026-09-15T05:53:39.000Z Chinese DRAM vendor Changxin Technology reports 82% profit margin, ranking top in sector profitability during AI memory demand surge. https://slicast.com/zh/article/ws211f Slicast zh-cn 2026-09-15T05:53:39.000Z 中国DRAM供应商长鑫科技报告82%利润率，在AI存储需求激增期间行业盈利能力排名第一。 https://slicast.com/article/ammp06 Slicast en 2026-09-15T05:31:33.000Z European AI infrastructure startup EUCLYD raises over €200 million Series A to build ultra-efficient AI compute infrastructure. https://slicast.com/zh/article/ammp06 Slicast zh-cn 2026-09-15T05:31:33.000Z 欧洲AI基础设施初创公司EUCLYD融资超过2亿欧元A轮资金，用于构建超高效AI计算基础设施。 https://slicast.com/article/jcw71p Slicast en 2026-09-15T05:30:24.000Z OpenAI anchors two new AI data centers as primary tenant in Malaysia's RM95.8 billion infrastructure build-out project. https://slicast.com/zh/article/jcw71p Slicast zh-cn 2026-09-15T05:30:24.000Z OpenAI作为主要租户在马来西亚95.8亿林吉特基础设施建设项目中锚定两个新AI数据中心。 https://slicast.com/article/19b3nu0 Slicast en 2026-09-15T05:20:48.000Z Samsung leads $230 million funding round in unnamed Dutch AI chip startup seeking to build Nvidia alternatives for inference and training. https://slicast.com/zh/article/19b3nu0 Slicast zh-cn 2026-09-15T05:20:48.000Z 三星领投荷兰AI芯片初创公司2.3亿美元融资轮，寻求构建英伟达替代方案用于推理和训练。 https://slicast.com/article/1lcuz3j Slicast en 2026-09-15T05:05:00.000Z Korean AI inference chip vendor FuriosaAI deploys inference servers at Equinix Lisbon data center, targeting European sovereign AI market requirements. https://slicast.com/zh/article/1lcuz3j Slicast zh-cn 2026-09-15T05:05:00.000Z 韩国AI推理芯片供应商FuriosaAI在Equinix里斯本数据中心部署推理服务器，针对欧洲主权AI市场。 https://slicast.com/article/bqfdcq Slicast en 2026-09-15T05:02:00.000Z SB Energy (SoftBank-backed renewable energy infrastructure builder) aims to raise $500 million from Japan to fund US IPO. https://slicast.com/zh/article/bqfdcq Slicast zh-cn 2026-09-15T05:02:00.000Z SB Energy（软银支持的可再生能源基础设施建造商）计划从日本融资5亿美元支撑美国IPO。 https://slicast.com/article/14kup4o Slicast en 2026-09-15T05:01:35.000Z Texas-based data-center operator breaks ground on AI data center at Shippingport, Pennsylvania, leveraging adjacent nuclear-power generation capacity. https://slicast.com/zh/article/14kup4o Slicast zh-cn 2026-09-15T05:01:35.000Z 德州数据中心运营商在宾夕法尼亚州Shippingport核电邻近地点破土AI数据中心。 https://slicast.com/article/cdzu0x Slicast en 2026-09-15T04:48:23.000Z Northern Data (ticker: RUM) stock rallies on CEO's public commitment to pivot toward AI compute infrastructure as primary revenue driver. https://slicast.com/zh/article/cdzu0x Slicast zh-cn 2026-09-15T04:48:23.000Z Northern Data（代码RUM）首席执行官公开承诺转向AI计算基础设施后股票上升。 https://slicast.com/article/5fttum Slicast en 2026-09-15T04:35:00.000Z AI server supply-chain tracker shows circuit-card-level (CCL) manufacturers outpacing PCB and substrate suppliers in growth amid AI server demand surge. https://slicast.com/zh/article/5fttum Slicast zh-cn 2026-09-15T04:35:00.000Z AI服务器供应链追踪显示电路卡层次（CCL）制造商在AI服务器需求激增中超越PCB和基板供应商。 https://slicast.com/article/7ecseu Slicast en 2026-09-15T04:09:03.000Z ASE's SPIL advanced-packaging subsidiary reportedly nears Arizona expansion as TSMC CoWoS and Amkor accelerate US advanced packaging deployment. https://slicast.com/zh/article/7ecseu Slicast zh-cn 2026-09-15T04:09:03.000Z ASE的SPIL先进封装子公司据报接近亚利桑那州产能扩张，因为TSMC CoWoS和Amkor加快美国先进封装部署。 https://slicast.com/article/9cyaoc Slicast en 2026-09-15T03:55:58.000Z Four Chinese domestic GPU makers (Enflame, MetaX, Moore Threads, Biren Technology) reached combined market cap of 613.2 billion yuan following capital-market debuts, intensifying domestic competition. https://slicast.com/zh/article/9cyaoc Slicast zh-cn 2026-09-15T03:55:58.000Z 中国本土GPU制造商（燧原科技、沐曦、摩尔线程、壁仞科技）聚集资本市场，总市值突破6132亿元，拉开国产GPU规模竞争序幕。 https://slicast.com/article/m46la5 Slicast en 2026-09-15T03:55:18.000Z Demand for AI compute capacity outpaces traditional grid-connected data center build-out, accelerating deployment of isolated data centers with dedicated power sources (renewables, small reactors). https://slicast.com/zh/article/m46la5 Slicast zh-cn 2026-09-15T03:55:18.000Z 全球AI计算需求超过电网接入数据中心建设速度，加速孤立式数据中心部署，采用本地可再生能源或小型反应堆供电。 https://slicast.com/article/lcnp3m Slicast en 2026-09-15T03:35:00.000Z Bell Canada plans 1.2 GW AI data center expansion in Saskatchewan with C$52.5 billion investment, positioning telecom infrastructure into AI compute supply. https://slicast.com/zh/article/lcnp3m Slicast zh-cn 2026-09-15T03:35:00.000Z 贝尔加拿大宣布萨斯喀彻温数据中心AI容量扩展至1.2GW，总投资527.5亿加元，成为加拿大最大规模AI基础设施项目。 https://slicast.com/article/1vlg7g5 Slicast en 2026-09-15T03:30:07.000Z TSMC's 3nm, 2nm process nodes and CoWoS advanced packaging remain supply-constrained as AWS, MediaTek, and TPU customers compete for limited allocation. https://slicast.com/zh/article/1vlg7g5 Slicast zh-cn 2026-09-15T03:30:07.000Z TSMC 3纳米、2纳米工艺与CoWoS先进封装供应不足，AWS、联发科、TPU等客户竞争有限产能。 https://slicast.com/article/4fjse2 Slicast en 2026-09-15T03:18:18.000Z China warns that AI development could threaten national security, escalating global policy debate over AI regulation and export controls amid US-China tech rivalry. https://slicast.com/zh/article/4fjse2 Slicast zh-cn 2026-09-15T03:18:18.000Z 中国警告AI发展对国家安全构成风险，引发全球AI监管与芯片出口管制政策争议升级，美中科技竞争加剧。 https://slicast.com/article/yfrli2 Slicast en 2026-09-15T02:56:00.000Z KT Cloud commits to supply 1 GW of AI data center capacity in South Korea by 2031 using modular construction, accelerating Asia-Pacific build-out. https://slicast.com/zh/article/yfrli2 Slicast zh-cn 2026-09-15T02:56:00.000Z KT Cloud承诺2031年前在韩国部署1GW AI数据中心容量，采用模块化施工方法加速亚太地区建设。 https://slicast.com/article/sywjf5 Slicast en 2026-09-15T02:41:40.000Z Hyosung Heavy Industries secures $277 million in transformer orders from US Big Tech firms for AI data center deployment, signaling power infrastructure constraint. https://slicast.com/zh/article/sywjf5 Slicast zh-cn 2026-09-15T02:41:40.000Z 现代重工向美国大科技企业交付价值2.77亿美元的变压器订单，供应AI数据中心电力基础设施。 https://slicast.com/article/hgs5bc Slicast en 2026-09-15T02:39:24.000Z TSMC's 2nm and 3nm monthly production output projected to increase up to 22% by mid-2027, expanding AI chip supply as demand sustains. https://slicast.com/zh/article/hgs5bc Slicast zh-cn 2026-09-15T02:39:24.000Z TSMC 2纳米与3纳米月产能预计2027年中期环比增长至22%，AI芯片供应在持续需求中扩展。 https://slicast.com/article/skku5n Slicast en 2026-09-15T02:29:24.000Z Samsung invests in and adopts Euclyd AI accelerator chip, broadening inference AI chip optionality beyond Nvidia. https://slicast.com/zh/article/skku5n Slicast zh-cn 2026-09-15T02:29:24.000Z 三星投资并采用Euclyd AI加速器芯片，拓展推理芯片供应选项超越英伟达。 https://slicast.com/article/13e4yl3 Slicast en 2026-09-15T02:25:02.000Z Emergence Quantum deploys cryogenic cooling technology at AirTrunk (Macquarie Technology) data center, advancing liquid cooling adoption for AI infrastructure. https://slicast.com/zh/article/13e4yl3 Slicast zh-cn 2026-09-15T02:25:02.000Z Emergence Quantum在AirTrunk（Macquarie Technology）数据中心部署低温液冷技术，推进AI基础设施液冷方案商用化。 https://slicast.com/article/mh14h6 Slicast en 2026-09-15T01:58:00.000Z Arm explores new compute platform strategies for the AI agent economy, focusing on power efficiency (200-watt power consumption differential). https://slicast.com/zh/article/mh14h6 Slicast zh-cn 2026-09-15T01:58:00.000Z Arm为AI智能体经济探索新的计算平台战略，专注于功耗效率（200瓦功耗差异）。 https://slicast.com/article/d888su Slicast en 2026-09-15T01:44:00.000Z Goodman Group (ASX:GMG), a leading global data center REIT, expands its data center pipeline to meet accelerating digital infrastructure demand. https://slicast.com/zh/article/d888su Slicast zh-cn 2026-09-15T01:44:00.000Z 全球领先的数据中心房地产投资信托公司Goodman Group（ASX:GMG）扩大其数据中心管道以满足加速的数字基础设施需求。 https://slicast.com/article/8dszvm Slicast en 2026-09-15T01:43:00.000Z Origin Energy (ASX:ORG), Australia's largest integrated energy company, expands battery storage capacity to support growing data-center electricity demand. https://slicast.com/zh/article/8dszvm Slicast zh-cn 2026-09-15T01:43:00.000Z 澳大利亚最大综合能源公司Origin Energy（ASX:ORG）扩大电池存储容量，支持数据中心日益增长的电力需求。 https://slicast.com/article/efjwj Slicast en 2026-09-15T01:43:00.000Z AGL Energy (ASX:AGL), Australia's largest energy company, expands battery capacity as the country's power system transitions to support AI data center loads. https://slicast.com/zh/article/efjwj Slicast zh-cn 2026-09-15T01:43:00.000Z 澳大利亚最大能源公司AGL Energy（ASX:AGL）在电力系统向AI数据中心负荷过渡期间扩大电池容量。 https://slicast.com/article/1035x1b Slicast en 2026-09-15T01:29:50.000Z TeraWulf CEO indicates the Anthropic partnership represents only the beginning of the company's AI infrastructure expansion, signaling multiple deals in the pipeline. https://slicast.com/zh/article/1035x1b Slicast zh-cn 2026-09-15T01:29:50.000Z TeraWulf首席执行官表示与Anthropic的合作仅代表公司AI基础设施扩展的开始，表明管道中还有多笔交易。 https://slicast.com/article/10yyudb Slicast en 2026-09-15T01:28:08.000Z ITIF report reveals China invested $611.5 billion in advanced industries vs. South Korea's $7.4 billion, highlighting a massive divergence in semiconductor and advanced-tech capacity buildout. https://slicast.com/zh/article/10yyudb Slicast zh-cn 2026-09-15T01:28:08.000Z ITIF报告显示中国在先进产业投资6115亿美元，而南韩仅投资74亿美元，突显半导体和先进技术产能建设的巨大差异。 https://slicast.com/article/emksk0 Slicast en 2026-09-15T01:22:00.000Z Amazon partners with Wiwynn (a leading OEM for hyperscaler custom server infrastructure) to expand U.S. AI infrastructure capacity. https://slicast.com/zh/article/emksk0 Slicast zh-cn 2026-09-15T01:22:00.000Z Amazon与Wiwynn（超大规模云定制服务器基础设施的领先OEM）合作，扩展美国AI基础设施容量。 https://slicast.com/article/1tcqo6b Slicast en 2026-09-15T01:15:29.000Z PJM Interconnection proposes new ride-through requirements for large data center loads to improve grid stability during voltage disturbances and frequency events. https://slicast.com/zh/article/1tcqo6b Slicast zh-cn 2026-09-15T01:15:29.000Z PJM互连公司为大型数据中心负荷提出新的穿越要求，改善电压干扰和频率事件期间的电网稳定性。 https://slicast.com/article/7n1ocp Slicast en 2026-09-15T01:09:05.000Z Advanced Micro Devices (AMD) unveils a backline interconnect linking quantum and classical computing systems. https://slicast.com/zh/article/7n1ocp Slicast zh-cn 2026-09-15T01:09:05.000Z 高级微设备公司（AMD）推出连接量子和经典计算系统的背板互连。 https://slicast.com/article/1y6w4l8 Slicast en 2026-09-15T01:03:37.000Z Samsung invests in Euclyd's $231 million Series A funding round; Euclyd develops AI inference chips positioned as an Nvidia alternative. https://slicast.com/zh/article/1y6w4l8 Slicast zh-cn 2026-09-15T01:03:37.000Z Samsung参与投资Euclyd的2.31亿美元A轮融资；Euclyd开发AI推理芯片，定位为英伟达替代方案。 https://slicast.com/article/pr8bt7 Slicast en 2026-09-15T01:02:00.000Z Marathon Digital (MARA) leverages bitcoin mining infrastructure as a platform for rapid conversion to AI data center operations, reusing power infrastructure and real estate. https://slicast.com/zh/article/pr8bt7 Slicast zh-cn 2026-09-15T01:02:00.000Z Marathon Digital（MARA）将比特币挖矿基础设施作为快速转向AI数据中心运营的平台，复用电力基础设施和房地产。 https://slicast.com/article/dxf981 Slicast en 2026-09-15T00:55:00.000Z Broadcom CEO rejects AI slowdown concerns and reiterates the company's $115 billion annual revenue target. https://slicast.com/zh/article/dxf981 Slicast zh-cn 2026-09-15T00:55:00.000Z Broadcom首席执行官驳斥AI放缓担忧，重申公司1150亿美元年收入目标。 https://slicast.com/article/13hic8z Slicast en 2026-09-15T00:50:02.000Z DMG Blockchain Solutions advances the Christina Lake AI data center conversion project, with tenant servers targeted for 2027 deployment. https://slicast.com/zh/article/13hic8z Slicast zh-cn 2026-09-15T00:50:02.000Z DMG区块链解决方案公司推进Christina Lake AI数据中心转换项目，租户服务器目标部署时间为2027年。 https://slicast.com/article/4ytaut Slicast en 2026-09-15T00:34:00.000Z South Korea's Hyosung Heavy Industries wins a 386.5 billion won (USD 290 million) contract to supply power systems for U.S. AI data centers. https://slicast.com/zh/article/4ytaut Slicast zh-cn 2026-09-15T00:34:00.000Z 韩国现代重工业（Hyosung Heavy）赢得3865亿韩元（约2.9亿美元）合同，为美国AI数据中心供应电力系统。 https://slicast.com/article/u9gzpk Slicast en 2026-09-15T00:25:23.000Z Waaree Renewables, an Indian renewable energy provider, expands into the data center market to capitalize on growing AI infrastructure demand. https://slicast.com/zh/article/u9gzpk Slicast zh-cn 2026-09-15T00:25:23.000Z 印度可再生能源供应商Waaree Renewables扩展进入数据中心市场，以利用AI基础设施需求增长。 https://slicast.com/article/1eouogg Slicast en 2026-09-15T00:23:15.000Z AI data center demand accelerates renewable energy and battery storage deployment across regions, creating a symbiotic energy-compute buildout cycle. https://slicast.com/zh/article/1eouogg Slicast zh-cn 2026-09-15T00:23:15.000Z AI数据中心需求加速可再生能源和电池存储在全球地区的部署，创造共生的能源-算力建设周期。 https://slicast.com/article/1jxa5n1 Slicast en 2026-09-15T00:23:00.000Z Nvidia restricts employees from using Anthropic's Claude LLM, citing concerns that code could be used for AI model training. https://slicast.com/zh/article/1jxa5n1 Slicast zh-cn 2026-09-15T00:23:00.000Z 英伟达限制员工使用Anthropic的Claude大语言模型，理由是担心代码被用于AI模型训练。 https://slicast.com/article/1uj2rd5 Slicast en 2026-09-15T00:21:04.000Z Colorado congressman introduces a bill requiring AI data center operators to fund local electric grid infrastructure expansion in their regions. https://slicast.com/zh/article/1uj2rd5 Slicast zh-cn 2026-09-15T00:21:04.000Z 科罗拉多州众议员提出法案，要求AI数据中心运营商资助所在地区的本地电网基础设施扩展。 https://slicast.com/article/bkqx7d Slicast en 2026-09-15T00:07:30.000Z GRRR announces a third data center infrastructure deal in one month, with $2 billion in revenue potential. https://slicast.com/zh/article/bkqx7d Slicast zh-cn 2026-09-15T00:07:30.000Z GRRR宣布一个月内第三笔数据中心基础设施交易，收入潜力达20亿美元。 https://slicast.com/article/13zdjef Slicast en 2026-09-15T00:04:16.000Z Applied Digital, a leading GPU-as-a-service and AI computing infrastructure operator, faces stock volatility despite continued business growth and capacity expansion. https://slicast.com/zh/article/13zdjef Slicast zh-cn 2026-09-15T00:04:16.000Z GPU即服务和AI计算基础设施运营商Applied Digital尽管业务持续增长和容量扩展，但面临股票波动。 https://slicast.com/article/167x2wn Slicast en 2026-09-15T00:03:06.000Z Policy proposal seeks to ensure AI data center operators pay their fair share of local electricity infrastructure expansion and grid upgrade costs. https://slicast.com/zh/article/167x2wn Slicast zh-cn 2026-09-15T00:03:06.000Z 政策提案旨在确保AI数据中心运营商为本地电力基础设施扩展和电网升级成本支付合理份额。 https://slicast.com/article/1jx74ys Slicast en 2026-09-14T23:57:30.000Z Chinese officials characterize U.S. tech leaders' public calls for AI slowdown as 'malicious competition,' rejecting Western appeals for coordinated AI governance. https://slicast.com/zh/article/1jx74ys Slicast zh-cn 2026-09-14T23:57:30.000Z 中国官员将美国科技领导人对 AI 减速的公开呼吁描述为'恶意竞争'，拒绝西方对协调一致 AI 治理的呼吁。 https://slicast.com/article/15duuff Slicast en 2026-09-14T23:55:22.000Z Dutch AI chip startup Euclyd raises $230 million in new funding to expand AI chip manufacturing and design. https://slicast.com/zh/article/15duuff Slicast zh-cn 2026-09-14T23:55:22.000Z 荷兰人工智能芯片初创公司 Euclyd 融资 2.3 亿美元用于扩展 AI 芯片制造和设计。 https://slicast.com/article/w1t9s6 Slicast en 2026-09-14T23:37:00.000Z India's data center market expands 6x, creating demand for infrastructure vendors and 'picks and shovels' equipment suppliers. https://slicast.com/zh/article/w1t9s6 Slicast zh-cn 2026-09-14T23:37:00.000Z 印度数据中心市场扩张 6 倍，为基础设施供应商和工具类企业创造需求。