https://slicast.com/commentary/tenstorrent-2026-09-18 Slicast en 2026-09-18T22:00:21.291Z Qualcomm's Reported Tenstorrent Acquisition, September 2026: What a $10 Billion RISC-V Bid Would Signal https://slicast.com/zh/commentary/tenstorrent-2026-09-18 Slicast zh-cn 2026-09-18T22:00:21.291Z 高通据报洽购Tenstorrent，2026年9月：一笔百亿美元RISC-V押注意味着什么 https://slicast.com/commentary/sambanova-2026-09-18 Slicast en 2026-09-18T21:51:27.783Z SambaNova vs Groq vs Cerebras: Inference Architecture as Token Costs Collapsed 1,000x, September 2026 https://slicast.com/zh/commentary/sambanova-2026-09-18 Slicast zh-cn 2026-09-18T21:51:27.783Z SambaNova对比Groq与Cerebras：令牌成本下降1000倍背景下的推理架构竞争，2026年9月 https://slicast.com/commentary/huawei-2026-09-18 Slicast en 2026-09-18T21:41:27.670Z Huawei Ascend NPU Roadmap, September 2026: 960PR FP4 Performance Doubles Guidance, 960DT Pulled to Q1 2027 https://slicast.com/zh/commentary/huawei-2026-09-18 Slicast zh-cn 2026-09-18T21:41:27.670Z 华为昇腾NPU路线图（2026年9月）：960PR FP4性能翻番，960DT提前至2027年一季度 https://slicast.com/commentary/anthropic-2026-09-18 Slicast en 2026-09-18T21:28:09.936Z Why Anthropic's $32 Billion Queensland Data Centre Bet Runs on Coal as Its CEO Calls for an AI Slowdown https://slicast.com/zh/commentary/anthropic-2026-09-18 Slicast zh-cn 2026-09-18T21:28:09.936Z 为何Anthropic 320亿美元昆士兰数据中心押注依赖燃煤电力，同期CEO却呼吁AI产业放缓 https://slicast.com/commentary/nuscale-2026-09-18 Slicast en 2026-09-18T21:20:12.717Z NuScale Power (SMR), September 2026: Romania Audit and Earnings Miss Test the Nuclear Build-Out Case https://slicast.com/zh/commentary/nuscale-2026-09-18 Slicast zh-cn 2026-09-18T21:20:12.717Z NuScale Power（SMR）2026年9月：罗马尼亚审计与财报不达预期考验SMR商业化逻辑 https://slicast.com/brief/2026-09-19 Slicast en 2026-09-18T21:11:39.666Z AI Infrastructure Briefing — 2026-09-19 https://slicast.com/zh/brief/2026-09-19 Slicast zh-cn 2026-09-18T21:11:39.666Z AI 基础设施早报 · 2026-09-19 https://slicast.com/ko/brief/2026-09-19 Slicast ko 2026-09-18T21:11:39.666Z AI 인프라 브리핑 · 2026-09-19 https://slicast.com/article/k7lqpg Slicast en 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/zh/article/k7lqpg Slicast zh-cn 2026-09-18T21:09:00.000Z Meta Hyperion 扩容至 5GW，路易斯安那州 $500 亿投资重写超大规模版图 https://slicast.com/article/13dbt0e Slicast en 2026-09-18T21:08:00.000Z SK Hynix and NVIDIA lock in $500 billion HBM supply agreement, finalizing Vera Rubin memory landscape https://slicast.com/zh/article/13dbt0e Slicast zh-cn 2026-09-18T21:08:00.000Z SK Hynix 与 NVIDIA 锁定 $5000 亿 HBM 供应协议，Vera Rubin 内存格局敲定 https://slicast.com/ko/article/13dbt0e Slicast ko 2026-09-18T21:08:00.000Z SK하이닉스와 엔비디아, 5000억 달러 규모 HBM 공급 계약 체결로 베라 루빈 메모리 환경 확정 https://slicast.com/article/1x48jft Slicast en 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴 https://slicast.com/zh/article/1x48jft Slicast zh-cn 2026-09-18T21:04:00.000Z Palantir 指定 Nebius 为首选主权 AI 基础设施合作伙伴 https://slicast.com/article/1qgs0pc Slicast en 2026-09-18T19:45:41.000Z Leaks and rumors about Intel's upcoming Nova Lake CPUs continue to surface, piecing together a timeline for the architecture's release. https://slicast.com/zh/article/1qgs0pc Slicast zh-cn 2026-09-18T19:45:41.000Z 关于Intel下一代Nova Lake处理器的泄露和传闻持续出现，正在拼凑出该架构的发布时间表。 https://slicast.com/ko/article/1qgs0pc Slicast ko 2026-09-18T19:45:41.000Z 인텔의 차세대 노바 레이크 CPU 관련 유출 정보와 루머가 계속 이어지며 해당 아키텍처의 출시 일정이 점차 구체화되고 있다. https://slicast.com/article/10y8e7l Slicast en 2026-09-18T19:21:16.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-18T19:21:16.000Z Parallel：AI代理的Web基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-18T19:21:16.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/1ala86s Slicast en 2026-09-18T17:45:56.000Z The U.S. National Science Foundation has announced a new initiative to translate low-dimensional semiconductor technologies from laboratory research into commercial fabrication pipelines. https://slicast.com/zh/article/1ala86s Slicast zh-cn 2026-09-18T17:45:56.000Z U.S. National Science Foundation宣布了一项新倡议，旨在将低维半导体技术从实验室研究转化为商业制造流水线。 https://slicast.com/ko/article/1ala86s Slicast ko 2026-09-18T17:45:56.000Z 미국 국립과학재단(NSF)은 저차원 반도체 기술을 실험실 연구에서 상업적 제조 파이프라인으로 전환하는 새로운 이니셔티브를 발표했다. https://slicast.com/article/1umgrh8 Slicast en 2026-09-18T16:35:21.000Z Executives and U.S. government IT leaders discussed the promise and challenges of building data centers in space at the AI Infra Summit. https://slicast.com/zh/article/1umgrh8 Slicast zh-cn 2026-09-18T16:35:21.000Z 高管和U.S. government IT领导人在AI Infra Summit上讨论了在太空建设数据中心的机遇与挑战。 https://slicast.com/ko/article/1umgrh8 Slicast ko 2026-09-18T16:35:21.000Z 임원들과 미국 정부 IT 리더들이 AI 인프라 서밋에서 우주 데이터센터 구축의 가능성과 과제를 논의했다. https://slicast.com/article/1xixozv Slicast en 2026-09-18T16:18:00.000Z Virginia's Loudoun County board voted to introduce a 12-month moratorium on new data center applications in the region's hotspot. https://slicast.com/zh/article/1xixozv Slicast zh-cn 2026-09-18T16:18:00.000Z Virginia的Loudoun County委员会投票决定在该地区热点区域对新数据中心申请实施为期12个月的暂停期。 https://slicast.com/ko/article/1xixozv Slicast ko 2026-09-18T16:18:00.000Z 버지니아주 라운든 카운티 이사회는 해당 지역의 핫스팟에서 신규 데이터센터 신청에 대해 12개월간의 유예조치를 도입하기로 투표했다. https://slicast.com/article/1dcuzek Slicast en 2026-09-18T15:59:50.000Z SK Hynix is evaluating a potential U.S. fabrication plant for its subsidiary Solidigm to diversify storage and memory manufacturing geography. https://slicast.com/zh/article/1dcuzek Slicast zh-cn 2026-09-18T15:59:50.000Z SK Hynix正在评估为其子公司Solidigm在美国建立一座潜在晶圆厂，以多元化存储和内存制造的地理分布。 https://slicast.com/ko/article/1dcuzek Slicast ko 2026-09-18T15:59:50.000Z SK하이닉스는 저장 및 메모리 제조 지리적 다양화를 위해 자회사 솔리디엄의 미국 내 신규 공장 설립을 검토 중이다. https://slicast.com/article/kzp9bc Slicast en 2026-09-18T15:58:21.000Z Wenxin Xiongyong and Huahuan Electronics signed a strategic cooperation agreement to jointly explore new directions in domestic heterogeneous computing AI infrastructure. https://slicast.com/zh/article/kzp9bc Slicast zh-cn 2026-09-18T15:58:21.000Z 无问芯穹与华环电子签署战略合作协议，共同探索国产异构算力AI基础设施的新方向。 https://slicast.com/ko/article/kzp9bc Slicast ko 2026-09-18T15:58:21.000Z 원신융융과 후화안전자는 국내 이종 컴퓨팅 AI 인프라의 새로운 방향성을 공동으로 모색하기 위한 전략적 협력 협정을 체결했다. https://slicast.com/article/hr7803 Slicast en 2026-09-18T15:50:20.000Z Damao Technology's Suan-Dian Synergy 2.0 platform was selected for the Major Achievements Release at the 2026 International Digital Energy Exhibition, becoming the only AI technology product focused o https://slicast.com/zh/article/hr7803 Slicast zh-cn 2026-09-18T15:50:20.000Z 达卯科技的算电协同2.0平台入选2026国际数字能源展重大成果发布，成为唯一聚焦全链路运营的AI技术产品。 https://slicast.com/ko/article/hr7803 Slicast ko 2026-09-18T15:50:20.000Z 다마오 테크놀러지의 수안디엔 시너지 2.0 플랫폼이 2026 국제 디지털 에너지 전시회의 주요 성과 발표에 선정되며 풀체인 운영을 중심으로 한 유일한 AI 기술 제품으로 자리매김했다. https://slicast.com/article/gnma84 Slicast en 2026-09-18T15:40:08.000Z Brazil's President Lula signed the ReData data center bill into law after Senate passage, establishing regulatory frameworks for facility operations. https://slicast.com/zh/article/gnma84 Slicast zh-cn 2026-09-18T15:40:08.000Z Brazil的President Lula在参议院通过后签署了ReData数据中心法案，建立了设施运营的监管框架。 https://slicast.com/ko/article/gnma84 Slicast ko 2026-09-18T15:40:08.000Z 브라질의 루라 대통령은 상원 통과 후 ReData 데이터센터 법안에 서명하여 시설 운영을 위한 규제 체계를 마련했다. https://slicast.com/article/1nwlzot Slicast en 2026-09-18T15:34:02.000Z China's leading memory manufacturer CXMT is reportedly planning a 3D NAND research program and pilot line at its second manufacturing facility near Beijing. https://slicast.com/zh/article/1nwlzot Slicast zh-cn 2026-09-18T15:34:02.000Z 中国领先的内存制造商CXMT据报道正计划在北京附近的第二座制造厂内启动3D NAND研发项目和试产线。 https://slicast.com/ko/article/1nwlzot Slicast ko 2026-09-18T15:34:02.000Z 중국 최대 메모리 제조사 CXMT가 베이징 인근 제2 공장에 3D NAND 연구 프로그램 및 파일럿 라인을 구축할 계획인 것으로 알려졌다. https://slicast.com/article/mw27m1 Slicast en 2026-09-18T15:20:43.000Z The U.S. House passed the Ratepayer Protection Act to mandate that AI data centers fund grid upgrades, directing states to adopt federal standards within two years. https://slicast.com/zh/article/mw27m1 Slicast zh-cn 2026-09-18T15:20:43.000Z U.S. House通过了Ratepayer Protection Act，要求AI数据中心资助电网升级，并指示各州在两年内采用联邦标准。 https://slicast.com/ko/article/mw27m1 Slicast ko 2026-09-18T15:20:43.000Z 미국 하원이 요금 부담자 보호법을 통과시켜 AI 데이터센터가 전력망 업그레이드를 자금 지원하도록 의무화했으며, 주정부에 연방 기준을 2년 내 도입하도록 지시했다. https://slicast.com/article/1af4pie Slicast en 2026-09-18T15:04:43.000Z Industry analysis warns that data centres could consume 13 percent of Australia's total electricity generation, straining national grid capacity. https://slicast.com/zh/article/1af4pie Slicast zh-cn 2026-09-18T15:04:43.000Z 行业分析警告称，数据中心可能消耗Australia总发电量的13%，对国家电网容量造成压力。 https://slicast.com/ko/article/1af4pie Slicast ko 2026-09-18T15:04:43.000Z 산업 분석에 따르면 데이터센터가 호주 전체 전력 생산량의 13%를 소비할 수 있어 국가 그리드 용량에 부담을 줄 것으로 경고했다. https://slicast.com/article/d8bmf5 Slicast en 2026-09-18T15:03:00.000Z Cloud provider Eveo announced plans to build a new data center in Recife, expanding its existing footprint across Fortaleza, São Paulo, and Curitiba. https://slicast.com/zh/article/d8bmf5 Slicast zh-cn 2026-09-18T15:03:00.000Z 云服务商Eveo宣布计划在Recife建设新数据中心，将其现有业务版图扩展至Fortaleza、São Paulo和Curitiba。 https://slicast.com/ko/article/d8bmf5 Slicast ko 2026-09-18T15:03:00.000Z 클라우드 제공업체 이베오(Eveo)는 포르탈레자, 상파울루, 쿠리치바에서 기존 인프라를 확장하는 한편, 레시페에 새로운 데이터 센터를 구축할 계획이라고 발표했다. https://slicast.com/article/i53nly Slicast en 2026-09-18T15:00:00.000Z DCD Intelligence reports that data center construction and commissioning rates are exceeding available technical staffing levels, with over two-thirds citing operational shortages. https://slicast.com/zh/article/i53nly Slicast zh-cn 2026-09-18T15:00:00.000Z DCD Intelligence报告称，数据中心建设和调试速度已超过可用技术人员水平，超过三分之二的受访者表示存在运营人员短缺。 https://slicast.com/ko/article/i53nly Slicast ko 2026-09-18T15:00:00.000Z DCD Intelligence에 따르면 데이터센터 건설 및 시운전률이 가용 기술 인력 수준을 상회하고 있으며, 과반수 이상의 기업이 운영 인력 부족을 보고했다. https://slicast.com/article/r4f2lk Slicast en 2026-09-18T14:57:28.000Z Real estate investor PGIM sold a data center development site in Munich to an unnamed buyer. https://slicast.com/zh/article/r4f2lk Slicast zh-cn 2026-09-18T14:57:28.000Z 房地产投资者PGIM将Munich一处数据中心开发用地出售给了一家未具名买家。 https://slicast.com/ko/article/r4f2lk Slicast ko 2026-09-18T14:57:28.000Z 부동산 투자사 PGIM이 뮌헨의 데이터센터 개발 부지를 미공개 매수자에게 매각했다. https://slicast.com/article/1a7qqi5 Slicast en 2026-09-18T14:56:42.000Z Applied Materials committed to invest $5 billion over the next decade to expand semiconductor manufacturing capabilities in India, including a 140-acre research park. https://slicast.com/zh/article/1a7qqi5 Slicast zh-cn 2026-09-18T14:56:42.000Z Applied Materials承诺在未来十年内投资50亿美元，以扩大India的半导体制造能力，包括建立一个占地140英亩的研究园区。 https://slicast.com/ko/article/1a7qqi5 Slicast ko 2026-09-18T14:56:42.000Z 애플드 머티리얼스는 인도의 반도체 제조 역량 확대를 위해 향후 10년간 50억 달러를 투자하고, 140에커 규모의 연구 단지를 조성하겠다고 밝혔다. https://slicast.com/article/1nuk9kc Slicast en 2026-09-18T14:41:14.000Z Engineering firm L&T plans to scale up modular construction techniques to accelerate project execution and reduce on-site assembly time. https://slicast.com/zh/article/1nuk9kc Slicast zh-cn 2026-09-18T14:41:14.000Z 工程公司L&T计划扩大模块化建造技术的应用规模，以加快项目执行速度并减少现场组装时间。 https://slicast.com/ko/article/1nuk9kc Slicast ko 2026-09-18T14:41:14.000Z 엔지니어링 기업 L&T는 프로젝트 실행 가속화 및 현장 조립 시간 절감을 위해 모듈식 건설 기술을 확대할 계획이다. https://slicast.com/article/cxxfsd Slicast en 2026-09-18T14:39:22.000Z Core42 and the Technology Innovation Institute (TII) are advancing a sovereign AI infrastructure strategy to localize high-performance compute and cloud services within the UAE. https://slicast.com/zh/article/cxxfsd Slicast zh-cn 2026-09-18T14:39:22.000Z Core42与Technology Innovation Institute (TII)正在推进一项主权AI基础设施战略，以在UAE境内本地化高性能计算和云服务。 https://slicast.com/ko/article/cxxfsd Slicast ko 2026-09-18T14:39:22.000Z Core42와 기술혁신연구소(TII)는 아랍에미리트(UAE) 내 고성능 컴퓨팅 및 클라우드 서비스의 현지화를 위한 주권 AI 인프라 전략을 추진 중이다. https://slicast.com/article/nk13uq Slicast en 2026-09-18T14:38:22.000Z AI-driven demand is diverting manufacturing capacity away from NOR Flash and SLC NAND toward higher-margin products, creating a severe undersupply for legacy electronics. https://slicast.com/zh/article/nk13uq Slicast zh-cn 2026-09-18T14:38:22.000Z AI驱动的需求正将制造产能从NOR Flash和SLC NAND转向利润更高的产品，导致传统电子产品出现严重供应短缺。 https://slicast.com/ko/article/nk13uq Slicast ko 2026-09-18T14:38:22.000Z AI 기반 수요가 NOR 플래시 및 SLC NAND에서 높은 마진 제품을 중심으로 제조 역량을 전환시키며, 레거시 전자제품에 대한 심각한 공급 부족을 초래하고 있다. https://slicast.com/article/9wd35d Slicast en 2026-09-18T14:09:13.000Z Microsoft is preserving its right to formally appeal the Virginia State Corporation Commission’s order by November to directly assign some transmission costs to data centers. https://slicast.com/zh/article/9wd35d Slicast zh-cn 2026-09-18T14:09:13.000Z Microsoft正保留在11月前正式上诉Virginia State Corporation Commission命令的权利，该命令要求将部分输电成本直接分配给数据中心。 https://slicast.com/ko/article/9wd35d Slicast ko 2026-09-18T14:09:13.000Z Microsoft는 11월 이전에 버지니아 주 기업위원회(Virginia State Corporation Commission)의 일부 송전 비용을 데이터 센터에 직접 부과하는 명령에 대해 공식적으로 항소할 권리를 보류하고 있다. https://slicast.com/article/1wj9rm4 Slicast en 2026-09-18T14:04:05.000Z Anthropic has secured a $32 billion data center deal in Australia for 2026, marking one of the largest single-site commitments in the region. https://slicast.com/zh/article/1wj9rm4 Slicast zh-cn 2026-09-18T14:04:05.000Z Anthropic已敲定2026年澳大利亚价值320亿美元的数据中心交易，成为该地区规模最大的单点承诺之一。 https://slicast.com/ko/article/1wj9rm4 Slicast ko 2026-09-18T14:04:05.000Z 앤트로픽은 2026년 호주에서 데이터센터 계약 320억 달러를 체결했으며, 이는 해당 지역에서 단일 사이트 기준 최대 규모 중 하나다. https://slicast.com/article/bldawc Slicast en 2026-09-18T13:49:06.000Z Anthropic and OpenAI are actively pursuing 20–30 MW data center contracts rather than traditional multi-gigawatt hyperscale campuses. https://slicast.com/zh/article/bldawc Slicast zh-cn 2026-09-18T13:49:06.000Z Anthropic和OpenAI正积极寻求20–30 MW的数据中心合同，而非传统的大型超大规模园区。 https://slicast.com/ko/article/bldawc Slicast ko 2026-09-18T13:49:06.000Z Anthropic와 OpenAI는 전통적인 다중 기가와트 규모 초대형 데이터센터 대신 20~30MW급 데이터센터 계약을 적극적으로 추진 중이다. https://slicast.com/article/134zt7k Slicast en 2026-09-18T13:31:35.000Z NVIDIA and Google are forming a coalition to enable AI data centers to dynamically flex their power consumption based on real-time grid conditions. https://slicast.com/zh/article/134zt7k Slicast zh-cn 2026-09-18T13:31:35.000Z NVIDIA与Google组建联盟，使AI数据中心能够根据实时电网状况动态调整功耗。 https://slicast.com/ko/article/134zt7k Slicast ko 2026-09-18T13:31:35.000Z NVIDIA와 Google은 실시간 전력망 상황에 따라 AI 데이터센터의 전력 소비를 유연하게 조정할 수 있도록 협력 체계를 구축하고 있다. https://slicast.com/article/1qu48d0 Slicast en 2026-09-18T13:30:48.000Z Oracle has signed 1.7 gigawatts of wind energy supply agreements with major counterparties RWE and Engie to power its Texas operations. https://slicast.com/zh/article/1qu48d0 Slicast zh-cn 2026-09-18T13:30:48.000Z Oracle已与主要对手方RWE和Engie签署1.7吉瓦的风电购电协议，以支持其在得克萨斯州的运营。 https://slicast.com/ko/article/1qu48d0 Slicast ko 2026-09-18T13:30:48.000Z 오라클은 텍사스 사업장을 위한 풍력 에너지 공급 계약 1.7기가와트 규모를 주요 거래처 RWE와 Engie와 체결했다. https://slicast.com/article/ckfb5z Slicast en 2026-09-18T13:16:40.000Z Huawei is deploying its OceanStor KV cache storage architecture specifically engineered for hyper-scale AI data centers. https://slicast.com/zh/article/ckfb5z Slicast zh-cn 2026-09-18T13:16:40.000Z Huawei正在部署专为超大规模AI数据中心设计的OceanStor KV缓存存储架构。 https://slicast.com/ko/article/ckfb5z Slicast ko 2026-09-18T13:16:40.000Z Huawei는 초대규모 AI 데이터센터용으로 특별히 설계된 OceanStor KV 캐시 스토리지 아키텍처를 도입하고 있습니다. https://slicast.com/article/1l9u7s8 Slicast en 2026-09-18T13:11:09.000Z Avicena will demonstrate the industry’s first connectorized microLED optical interconnect at ECOC 2026. https://slicast.com/zh/article/1l9u7s8 Slicast zh-cn 2026-09-18T13:11:09.000Z Avicena将在ECOC 2026上展示业界首款可连接微LED光互连产品。 https://slicast.com/ko/article/1l9u7s8 Slicast ko 2026-09-18T13:11:09.000Z Avicena는 ECOC 2026에서 업계 최초의 커넥터형 마이크로LED 광 인터커넥트를 시연할 예정입니다. https://slicast.com/article/1v41o8p Slicast en 2026-09-18T13:00:00.000Z SOS Limited Announces Framework Memorandum for Planned 500-Megawatt AI Data Center Platform in Indonesia https://slicast.com/zh/article/1v41o8p Slicast zh-cn 2026-09-18T13:00:00.000Z SOS Limited宣布计划在印尼建设500-Megawatt AI数据中心平台并签署框架备忘录 https://slicast.com/article/4myhef Slicast en 2026-09-18T13:00:00.000Z Z Squared Inc. CEO David Halabu Discusses AI Data Center Strategy on Two Investor Podcasts https://slicast.com/zh/article/4myhef Slicast zh-cn 2026-09-18T13:00:00.000Z Z Squared Inc. CEO David Halabu在两个投资者播客中探讨AI数据中心战略 https://slicast.com/article/o0f6rw Slicast en 2026-09-18T12:54:44.000Z Core42 and TII have partnered to develop a sovereign cloud platform focused on AI security and localized compute governance. https://slicast.com/zh/article/o0f6rw Slicast zh-cn 2026-09-18T12:54:44.000Z Core42与TII合作开发专注于AI安全和本地计算治理的主权云平台。 https://slicast.com/ko/article/o0f6rw Slicast ko 2026-09-18T12:54:44.000Z Core42와 TII는 AI 보안 및 로컬 컴퓨팅 거버넌스에 중점을 둔 주권 클라우드 플랫폼 개발을 위해 파트너십을 체결했다. https://slicast.com/article/1o3b967 Slicast en 2026-09-18T12:30:00.000Z Reports highlight Australia’s rapid data center expansion as operators struggle to balance accelerating AI growth with constrained energy, water, and land resources. https://slicast.com/zh/article/1o3b967 Slicast zh-cn 2026-09-18T12:30:00.000Z 报道指出，随着运营商努力平衡加速的AI增长与受限的能源、水和土地资源，澳大利亚的数据中心正经历快速扩张。 https://slicast.com/ko/article/1o3b967 Slicast ko 2026-09-18T12:30:00.000Z 보고서는 AI 성장 가속화에 따른 에너지, 물, 토지 자원 제약 속에서 데이터센터 급속 확장을 추진하는 호주 시장의 균형을 맞추기 위한 운영사의 고충을 부각하고 있다. https://slicast.com/article/1hf627x Slicast en 2026-09-18T12:30:00.000Z Empery Digital Files Investor Presentation Outlining Strategy to Capitalize on AI Infrastructure Opportunity and Create Shareholder Value https://slicast.com/zh/article/1hf627x Slicast zh-cn 2026-09-18T12:30:00.000Z Empery Digital提交投资者演示文稿，概述利用AI基建机遇并创造股东价值的战略 https://slicast.com/article/d4ddjj Slicast en 2026-09-18T12:28:45.000Z Anthropic and OpenAI are actively pursuing smaller, more flexible data center deals to rapidly scale their AI training and inference capacity. https://slicast.com/zh/article/d4ddjj Slicast zh-cn 2026-09-18T12:28:45.000Z Anthropic和OpenAI正积极寻求更小、更灵活的数据中心交易，以快速扩展其AI训练与推理容量。 https://slicast.com/ko/article/d4ddjj Slicast ko 2026-09-18T12:28:45.000Z Anthropic와 OpenAI는 AI 학습 및 추론 능력을 신속히 확장하기 위해 더 작고 유연한 데이터센터 계약을 적극적으로 추진 중이다. https://slicast.com/article/61tz7m Slicast en 2026-09-18T12:20:00.000Z US frontier AI companies have alerted regulators to sophisticated distillation attacks targeting proprietary models, while China has warned of countermeasures if Washington attempts to restrict domest https://slicast.com/zh/article/61tz7m Slicast zh-cn 2026-09-18T12:20:00.000Z US前沿AI公司已向监管机构警告针对专有模型的复杂蒸馏攻击，而China则警告若Washington试图限制本土AI发展将采取反制措施。 https://slicast.com/ko/article/61tz7m Slicast ko 2026-09-18T12:20:00.000Z 미국 프론티어 AI 기업들은 자체 모델 대상 정교한 증류 공격을 규제당국에 보고했으며, 중국은 워싱턴이 자국 AI 개발을 제한할 경우 대응 조치를 경고했다. https://slicast.com/article/1q7y6bt Slicast en 2026-09-18T12:00:00.000Z ARM HOLDINGS PLC /UK files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1q7y6bt Slicast zh-cn 2026-09-18T12:00:00.000Z ARM HOLDINGS PLC /UK 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/bt3mjg Slicast en 2026-09-18T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/bt3mjg Slicast zh-cn 2026-09-18T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/na99m9 Slicast en 2026-09-18T12:00:00.000Z Broadcom files 424B3: prospectus (424B) https://slicast.com/zh/article/na99m9 Slicast zh-cn 2026-09-18T12:00:00.000Z Broadcom 提交 424B3：招股说明书(424B) https://slicast.com/article/xja6i3 Slicast en 2026-09-18T11:30:00.000Z US semiconductor fabs face a projected 157,000-worker shortfall as only 3% of domestic engineering graduates pursue careers in chip manufacturing despite six-figure salaries. https://slicast.com/zh/article/xja6i3 Slicast zh-cn 2026-09-18T11:30:00.000Z 尽管提供六位数薪资，但仅3%的工程毕业生投身芯片制造，导致US半导体晶圆厂面临预计157,000人的劳动力短缺。 https://slicast.com/ko/article/xja6i3 Slicast ko 2026-09-18T11:30:00.000Z 미국 반도체 파운드리 업체는 향후 157,000명의 인력 부족이 예상되는 가운데, 육박급 연봉에도 불구하고 국내 공학 전공자의 단 3%만이 칩 제조 분야로 진출하고 있다. https://slicast.com/article/zhw3mj Slicast en 2026-09-18T11:00:00.000Z ASML has rejected Elon Musk-backed particle accelerator-based chipmaking technology, doubling down on its 1,000W laser-produced plasma systems for EUV scanners. https://slicast.com/zh/article/zhw3mj Slicast zh-cn 2026-09-18T11:00:00.000Z ASML拒绝了Elon Musk支持的基于粒子加速器的芯片制造技术，转而全力押注其用于EUV光刻机的1000瓦激光等离子体系统。 https://slicast.com/ko/article/zhw3mj Slicast ko 2026-09-18T11:00:00.000Z ASML은 일론 머스크가 지원한 입자 가속기 기반 칩 제조 기술을 거부하고 EUV 스캐너용 1,000W 레이저 생성 플라즈마 시스템에 대한 투자를 두 배로 늘렸다. https://slicast.com/article/2b9inz Slicast en 2026-09-18T11:00:00.000Z EigenQ and Silicon Valley Acquisition Corp. Announce Approximately $45M Committed Financing to Support EigenQ's Commercialization https://slicast.com/zh/article/2b9inz Slicast zh-cn 2026-09-18T11:00:00.000Z EigenQ与Silicon Valley Acquisition Corp.宣布获得约$45M承诺融资，以支持EigenQ商业化 https://slicast.com/article/1jlnjda Slicast en 2026-09-18T10:46:00.000Z Bitdeer AI will lease a 65-megawatt data center facility in Johor, Malaysia, securing additional space for its second building at the campus. https://slicast.com/zh/article/1jlnjda Slicast zh-cn 2026-09-18T10:46:00.000Z Bitdeer AI将租赁位于马来西亚柔佛州的一座65兆瓦数据中心设施，为其园区第二栋建筑获取额外空间。 https://slicast.com/ko/article/1jlnjda Slicast ko 2026-09-18T10:46:00.000Z Bitdeer AI는 말레이시아 조호르에 위치한 65MW 데이터센터 시설을 임대하여 캠퍼스 내 두 번째 건물용 추가 공간을 확보했다. https://slicast.com/article/12qckkn Slicast en 2026-09-18T10:38:08.000Z Blockfusion signs CoreWeave as a customer in Niagara Falls, New York. https://slicast.com/zh/article/12qckkn Slicast zh-cn 2026-09-18T10:38:08.000Z Blockfusion在纽约尼亚加拉瀑布与CoreWeave签署客户协议。 https://slicast.com/ko/article/12qckkn Slicast ko 2026-09-18T10:38:08.000Z Blockfusion이 뉴욕주 나이아가라폴스에 위치한 CoreWeave를 고객으로 확보했다. https://slicast.com/article/bc2ge8 Slicast en 2026-09-18T10:36:12.000Z Crypto miner TeraWulf locks in a 20-year lease agreement with Anthropic for its data center capacity. https://slicast.com/zh/article/bc2ge8 Slicast zh-cn 2026-09-18T10:36:12.000Z 加密货币矿企TeraWulf与Anthropic签订20年数据中心容量租赁协议。 https://slicast.com/ko/article/bc2ge8 Slicast ko 2026-09-18T10:36:12.000Z 암호화폐 채굴 기업 테라울프가 앤트로픽과 데이터센터 용량에 대해 20년 장기 임대 계약을 체결했다. https://slicast.com/article/jw61h3 Slicast en 2026-09-18T10:30:00.000Z Huawei details its AI accelerator roadmap, targeting next-generation Ascend NPUs in several quarters with the Ascend 960PR delivering double the expected FP4 performance. https://slicast.com/zh/article/jw61h3 Slicast zh-cn 2026-09-18T10:30:00.000Z 华为公布人工智能加速器路线图，计划在数个季度后推出下一代Ascend NPU，其中Ascend 960PR的FP4性能达到预期的两倍。 https://slicast.com/ko/article/jw61h3 Slicast ko 2026-09-18T10:30:00.000Z 화웨이는 차세대 어센드 NPU를 몇 분기 내에 출시하는 AI 가속기 로드맵을 공개했으며, 어센드 960PR은 예상 FP4 성능의 두 배를 달성할 것으로 보인다. https://slicast.com/article/8cmhun Slicast en 2026-09-18T10:22:53.000Z Crusoe secures $3.9 billion in new funding specifically for AI data center build-out, with Nvidia participating as an investor. https://slicast.com/zh/article/8cmhun Slicast zh-cn 2026-09-18T10:22:53.000Z Crusoe获39亿美元新融资，专用于AI数据中心建设，英伟达参投。 https://slicast.com/ko/article/8cmhun Slicast ko 2026-09-18T10:22:53.000Z 크루조, AI 데이터센터 구축 전용으로 39억 달러 신규 자금 조달 완료, 엔비디아 투자자 참여 https://slicast.com/article/cggild Slicast en 2026-09-18T09:35:00.000Z Jensen Huang projects chip sales will double next year while South Korean chip giants lead a 2.66% surge in the KOSPI. https://slicast.com/zh/article/cggild Slicast zh-cn 2026-09-18T09:35:00.000Z 黄仁勋预计明年芯片销售额将实现翻倍，同时韩国芯片巨头引领KOSPI指数上涨2.66%。 https://slicast.com/ko/article/cggild Slicast ko 2026-09-18T09:35:00.000Z 젠슨 황은 내년 칩 판매량이 두 배로 증가할 것으로 전망하며, 한국 칩 거대 기업들이 코스피 2.66% 상승을 주도하고 있다. https://slicast.com/article/cfhbz1 Slicast en 2026-09-18T09:00:00.000Z AI-heavy deployments are driving higher per-rack loads and new requirements for power delivery, liquid cooling, and structural planning. https://slicast.com/zh/article/cfhbz1 Slicast zh-cn 2026-09-18T09:00:00.000Z 人工智能密集型部署正推动单机柜功耗快速上升，并对电力分配、液冷和结构规划提出新要求。 https://slicast.com/ko/article/cfhbz1 Slicast ko 2026-09-18T09:00:00.000Z AI 중심의 대규모 도입으로 랙당 부하가 증가하고 전력 공급, 액체 냉각 및 구조 설계에 대한 새로운 요구사항이 대두되고 있습니다. https://slicast.com/article/v4lxgc Slicast en 2026-09-18T09:00:00.000Z 2026 Utility Innovation Survey: Industry leaders turning more to AI as data-center boom reshapes grid planning https://slicast.com/zh/article/v4lxgc Slicast zh-cn 2026-09-18T09:00:00.000Z 2026公用事业创新调查：数据中心热潮重塑电网规划，行业领袖日益依赖AI https://slicast.com/article/1u227 Slicast en 2026-09-18T08:51:20.000Z Anthropic anchors a proposed $32 billion data centre in Queensland. https://slicast.com/zh/article/1u227 Slicast zh-cn 2026-09-18T08:51:20.000Z Anthropic牵头投资一个位于昆士兰的320亿美元数据中心项目。 https://slicast.com/ko/article/1u227 Slicast ko 2026-09-18T08:51:20.000Z Anthropic, 퀸즐랜드에 320억 달러 규모의 데이터센터 건립 제안 https://slicast.com/article/clmlsn Slicast en 2026-09-18T07:55:01.000Z An AWS-linked Sydney data centre development has been approved at 235 MW. https://slicast.com/zh/article/clmlsn Slicast zh-cn 2026-09-18T07:55:01.000Z AWS关联的悉尼数据中心开发项目已获批，规模达235兆瓦。 https://slicast.com/ko/article/clmlsn Slicast ko 2026-09-18T07:55:01.000Z AWS 연계 시드니 데이터센터 개발이 235MW 규모로 승인됨 https://slicast.com/article/du7wps Slicast en 2026-09-18T07:20:50.000Z Australia moves to rein in rogue AI and data centre power demands. https://slicast.com/zh/article/du7wps Slicast zh-cn 2026-09-18T07:20:50.000Z 澳大利亚出台措施遏制失控的人工智能与数据中心电力需求。 https://slicast.com/ko/article/du7wps Slicast ko 2026-09-18T07:20:50.000Z 호주, 무분별한 AI 및 데이터센터 전력 수요 규제 추진 https://slicast.com/article/1hj3ahy Slicast en 2026-09-18T06:48:00.000Z Zhipu deploys its Recursive System Intelligence (RSI) framework to optimize compute efficiency and win the 30-billion-unit compute cost war. https://slicast.com/zh/article/1hj3ahy Slicast zh-cn 2026-09-18T06:48:00.000Z 智谱部署其递归系统智能（RSI）框架以优化算力效率，赢得三百亿单位算力成本之战。 https://slicast.com/ko/article/1hj3ahy Slicast ko 2026-09-18T06:48:00.000Z Zhipu는 계산 효율성을 최적화하고 300억 단위 계산 비용 전쟁에서 승리하기 위해 재귀적 시스템 지능(RSI) 프레임워크를 도입한다. https://slicast.com/article/14mriy5 Slicast en 2026-09-18T06:28:00.000Z Zhipu allocates a $5 billion technical ledger to secure compute capacity and hardware reserves amid the AI stockpiling wave. https://slicast.com/zh/article/14mriy5 Slicast zh-cn 2026-09-18T06:28:00.000Z 智谱投入五十亿美元技术账本以在AI囤积潮中锁定算力容量与硬件储备。 https://slicast.com/ko/article/14mriy5 Slicast ko 2026-09-18T06:28:00.000Z Zhipu는 AI 물량 축적 흐름 속에서 컴퓨팅 용량과 하드웨어 비축을 확보하기 위해 50억 달러 규모의 기술 장부를 편성한다. https://slicast.com/article/1d1wghe Slicast en 2026-09-18T06:08:00.000Z A 192MW data center site proposal has been advanced for Perth’s eastern suburbs to support regional AI compute expansion. https://slicast.com/zh/article/1d1wghe Slicast zh-cn 2026-09-18T06:08:00.000Z 一项一百九十二兆瓦的数据中心选址方案已推进至珀斯东郊，以支持区域AI算力扩张。 https://slicast.com/ko/article/1d1wghe Slicast ko 2026-09-18T06:08:00.000Z 퍼스 동부 교외 지역에 지역 AI 컴퓨팅 확장 지원을 위한 192MW 데이터 센터 부지 제안이 추진됨 https://slicast.com/article/hf9oo4 Slicast en 2026-09-18T06:02:00.000Z Nvidia opens its IMO verification recipe while leveraging a 1.5TB VRAM requirement to cement its AI compute monopoly. https://slicast.com/zh/article/hf9oo4 Slicast zh-cn 2026-09-18T06:02:00.000Z 英伟达开源其IMO验证方案，同时利用一点五太字节显存门槛巩固其AI算力垄断地位。 https://slicast.com/ko/article/hf9oo4 Slicast ko 2026-09-18T06:02:00.000Z 엔비디아는 1.5TB VRAM 요구사항을 활용해 AI 컴퓨팅 독점 지위를 공고히 하면서 IMO 검증 레시피를 공개했다. https://slicast.com/article/1j7m00q Slicast en 2026-09-18T05:59:25.000Z SK hynix launches SK hynix Ventures in Silicon Valley to expand global AI ecosystem investments targeting memory and accelerator supply chains. https://slicast.com/zh/article/1j7m00q Slicast zh-cn 2026-09-18T05:59:25.000Z SK海力士在硅谷设立SK hynix Ventures，以扩大面向内存与加速器供应链的全球AI生态投资。 https://slicast.com/ko/article/1j7m00q Slicast ko 2026-09-18T05:59:25.000Z SK하이닉스, 메모리 및 가속기 공급망 대상 글로벌 AI 생태계 투자 확대 위해 실리콘밸리에 SK하이닉스벤처스 출범 https://slicast.com/article/1cjpjec Slicast en 2026-09-18T04:52:40.000Z AWS updates its console interface for AI builders, introducing a built-in spending cap to manage unexpected GPU cluster costs. https://slicast.com/zh/article/1cjpjec Slicast zh-cn 2026-09-18T04:52:40.000Z 亚马逊云科技更新其AI构建者控制台界面，内置支出上限以管理不可预测的GPU集群成本。 https://slicast.com/ko/article/1cjpjec Slicast ko 2026-09-18T04:52:40.000Z AWS가 AI 빌더를 위한 콘솔 인터페이스를 업데이트하고, 예기치 않은 GPU 클러스터 비용을 관리하기 위해 내장형 지출 한도를 도입했다. https://slicast.com/article/11zgghd Slicast en 2026-09-18T04:40:13.000Z Australia’s national grid achieves a record renewable energy share, with rooftop solar contributing nearly half of the total generation. https://slicast.com/zh/article/11zgghd Slicast zh-cn 2026-09-18T04:40:13.000Z 澳大利亚国家电网实现可再生能源占比历史新高，屋顶太阳能贡献近半数发电量。 https://slicast.com/ko/article/11zgghd Slicast ko 2026-09-18T04:40:13.000Z 호주 국가 그리드에서 재생에너지 비중이 사상 최고치를 기록했으며, 지붕형 태양광 발전량이 전체 발전량의 절반에 가까운 기여도를 보였다. https://slicast.com/article/1q62va5 Slicast en 2026-09-18T04:36:34.000Z Lightmatter joins the Open CPX Multi-Slice Architecture initiative and unveils its Passage L20 CPX optical engine that halves fiber cabling by combining transmit and receive on a single strand. https://slicast.com/zh/article/1q62va5 Slicast zh-cn 2026-09-18T04:36:34.000Z Lightmatter加入开放CPX多切片架构倡议，并发布Passage L20 CPX光学引擎，通过单纤双向传输将光纤布线量减半。 https://slicast.com/ko/article/1q62va5 Slicast ko 2026-09-18T04:36:34.000Z Lightmatter가 Open CPX Multi-Slice Architecture 이니셔티브에 참여하며, 송수신을 단일 코어로 통합해 파이버 케이블링을 절반으로 줄이는 Passage L20 CPX 광엔진을 공개했다. https://slicast.com/article/1m9f02z Slicast en 2026-09-18T04:31:19.000Z An Accenture report finds the Middle East leads globally on AI sovereignty frameworks but suffers critical deficits in local compute capacity and engineering talent. https://slicast.com/zh/article/1m9f02z Slicast zh-cn 2026-09-18T04:31:19.000Z 埃森哲报告指出中东地区在全球AI主权框架上领先，但面临本地算力容量与工程人才的严重短缺。 https://slicast.com/ko/article/1m9f02z Slicast ko 2026-09-18T04:31:19.000Z 액센츄어 보고서에 따르면 중동은 AI 주권 프레임워크 측면에서 글로벌 선두를 달리고 있지만 로컬 컴퓨팅 능력과 엔지니어링 인재 부족이라는 심각한 결핍을 안고 있다. https://slicast.com/article/1kwfk2x Slicast en 2026-09-18T03:02:44.000Z Anthropic secures its inaugural Australian data center agreement in Queensland to host regional AI inference workloads. https://slicast.com/zh/article/1kwfk2x Slicast zh-cn 2026-09-18T03:02:44.000Z Anthropic在昆士兰州达成其在澳首个数据中心协议，用于托管区域AI推理工作负载。 https://slicast.com/ko/article/1kwfk2x Slicast ko 2026-09-18T03:02:44.000Z Anthropic, 퀸즐랜드에 지역 AI 추론 워크로드를 호스팅하기 위한 호주 내 첫 데이터센터 계약 체결 https://slicast.com/article/6fswro Slicast en 2026-09-18T03:02:17.000Z Idle or abandoned AI training jobs, termed zombie workloads, are consuming excess GPU capacity and driving up operational expenditures for AI data centers. https://slicast.com/zh/article/6fswro Slicast zh-cn 2026-09-18T03:02:17.000Z 被称为僵尸工作负载的闲置或废弃AI训练任务正消耗过剩GPU容量，推高AI数据中心运营支出。 https://slicast.com/ko/article/6fswro Slicast ko 2026-09-18T03:02:17.000Z 휴지 또는 중단된 AI 학습 작업인 좀비 워크로드는 과잉 GPU 용량을 소모하고 AI 데이터센터의 운영 비용을 증가시키고 있다. https://slicast.com/article/1kdka8c Slicast en 2026-09-18T00:37:13.000Z AI agent developer Manus completes a new financing round at a $4 billion valuation just seventeen days after its relaunch. https://slicast.com/zh/article/1kdka8c Slicast zh-cn 2026-09-18T00:37:13.000Z AI代理开发商Manus在重启仅十七天后完成新一轮融资，估值达四十亿美元。 https://slicast.com/ko/article/1kdka8c Slicast ko 2026-09-18T00:37:13.000Z AI 에이전트 개발사 매너스가 재출시 17일 만에 40억 달러 평가액으로 신규 자금 조달 라운드를 완료했다. https://slicast.com/article/1ylargf Slicast en 2026-09-18T00:26:23.000Z Climate Council warns that proposed Australian data center legislation fails to mandate climate pollution tracking and carbon accounting. https://slicast.com/zh/article/1ylargf Slicast zh-cn 2026-09-18T00:26:23.000Z 气候委员会警告称，澳大利亚拟议的数据中心立法未能强制要求追踪气候污染与碳排放核算。 https://slicast.com/ko/article/1ylargf Slicast ko 2026-09-18T00:26:23.000Z Climate Council은 호주 데이터센터 관련 법안이 기후 오염 추적 및 탄소 회계를 의무화하지 않고 있다고 경고했다. https://slicast.com/article/902ddg Slicast en 2026-09-18T00:19:00.000Z Huawei executive Wang Tao confirms the Ascend 960 accelerator will launch in Q1 2027, advancing previous roadmaps. https://slicast.com/zh/article/902ddg Slicast zh-cn 2026-09-18T00:19:00.000Z 华为高管汪涛确认昇腾960加速器将提前至2027年第一季度发布，缩短此前路线图周期。 https://slicast.com/ko/article/902ddg Slicast ko 2026-09-18T00:19:00.000Z 화웨이 임원 왕타오는 아센드 960 가속기가 2027년 1분기에 출시될 것이라고 확인하며, 기존 로드맵을 앞당겼다고 밝혔다. https://slicast.com/article/1wjvhgx Slicast en 2026-09-18T00:11:00.000Z NEXTDC structures a strategic debt facility to finance its aggressive data center expansion across Australia and New Zealand. https://slicast.com/zh/article/1wjvhgx Slicast zh-cn 2026-09-18T00:11:00.000Z NEXTDC安排战略债务额度以资助其在澳大利亚和新西兰的数据中心激进扩张。 https://slicast.com/ko/article/1wjvhgx Slicast ko 2026-09-18T00:11:00.000Z NEXTDC는 호주 및 뉴질랜드 전역의 공격적인 데이터센터 확장 자금 조달을 위해 전략적 부채 시설을 구성했다. https://slicast.com/article/n3kznl Slicast en 2026-09-18T00:02:00.000Z Victoria’s opposition warns that unchecked data center load growth threatens state power supply reliability and grid stability. https://slicast.com/zh/article/n3kznl Slicast zh-cn 2026-09-18T00:02:00.000Z 维多利亚州反对党警告，不受控的数据中心负荷增长威胁州内供电可靠性与电网稳定。 https://slicast.com/ko/article/n3kznl Slicast ko 2026-09-18T00:02:00.000Z Victoria의 야당은 데이터 센터 부하 증가가 통제되지 않을 경우 주 전력 공급 신뢰성과 계통 안정성을 위협한다고 경고했다. https://slicast.com/article/1tvxvlg Slicast en 2026-09-17T23:16:53.000Z Marvell accelerates pressure on GlobalFoundries to ramp wafer production lines for custom AI networking and compute silicon. https://slicast.com/zh/article/1tvxvlg Slicast zh-cn 2026-09-17T23:16:53.000Z 美满电子施压格芯加快定制AI网络与计算硅片的晶圆生产线爬坡。 https://slicast.com/ko/article/1tvxvlg Slicast ko 2026-09-17T23:16:53.000Z Marvell이 GlobalFoundries에 맞춤형 AI 네트워킹 및 컴퓨팅 실리콘을 위한 웨이퍼 생산 라인 증설 압박을 가하고 있다. https://slicast.com/commentary/firmus-2026-09-17 Slicast en 2026-09-17T21:48:30.638Z Firmus IPO, September 2026: Goodman's Valuation Draws the 'Heroic' Label as 900 MW Pipeline Meets Scepticism https://slicast.com/zh/commentary/firmus-2026-09-17 Slicast zh-cn 2026-09-17T21:48:30.638Z Firmus IPO，2026年9月：Goodman估值遭「英雄式乐观」质疑，900兆瓦管线能否支撑高倍数 https://slicast.com/commentary/tencent-2026-09-17 Slicast en 2026-09-17T21:41:48.028Z Tencent Hunyuan Pre-Training Lead Joins Thinking Machines Lab, September 2026 https://slicast.com/zh/commentary/tencent-2026-09-17 Slicast zh-cn 2026-09-17T21:41:48.028Z 腾讯混元预训练负责人加入Thinking Machines Lab：2026年9月的人才与算力信号 https://slicast.com/commentary/astera-labs-2026-09-17 Slicast en 2026-09-17T21:31:48.404Z Astera Labs, September 2026: Leo 2 CXL Controllers and the 9.1% Session Gain in Context https://slicast.com/zh/commentary/astera-labs-2026-09-17 Slicast zh-cn 2026-09-17T21:31:48.404Z Astera Labs 2026年9月：Leo 2 CXL控制器发布背景下的单日9.1%涨幅解读 https://slicast.com/commentary/arm-2026-09-17 Slicast en 2026-09-17T21:24:37.500Z Arm Holdings, September 2026: Record AI Chip Licensing and an 8.6% Share-Price Surge https://slicast.com/zh/commentary/arm-2026-09-17 Slicast zh-cn 2026-09-17T21:24:37.500Z Arm Holdings 2026年9月：AI芯片授权收入创纪录，股价单日涨逾8% https://slicast.com/commentary/applied-digital-2026-09-17 Slicast en 2026-09-17T21:16:08.606Z Applied Digital (APLD), September 2026: A $36 Billion Backlog Against 469% Capex Intensity https://slicast.com/zh/commentary/applied-digital-2026-09-17 Slicast zh-cn 2026-09-17T21:16:08.606Z Applied Digital（APLD）2026年9月：360亿美元积压订单遭遇469%的资本支出强度 https://slicast.com/article/1sg9lei Slicast en 2026-09-17T21:10:00.000Z AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution https://slicast.com/zh/article/1sg9lei Slicast zh-cn 2026-09-17T21:10:00.000Z AI基础设施市场2030年预测$1.2万亿;Fermi美国签$65亿德州数据中心租约;AWS谈判俄亥俄$50亿园区 https://slicast.com/ko/article/1sg9lei Slicast ko 2026-09-17T21:10:00.000Z AI 인프라: AI 혁명 뒤에서 성장하는 조 단위 달러 시장 https://slicast.com/article/c74fhq Slicast en 2026-09-17T21:08:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-17T21:08:00.000Z 超大规模厂商2026年资本开支合计$7250亿,同比增约77%;全行业一致表示"供给约束" https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-17T21:08:00.000Z AI 자본지출 2026: 6,900억 달러 규모의 인프라 스프린트 https://slicast.com/article/k4l3uu Slicast en 2026-09-17T21:07:51.000Z Huawei plans to launch its next-generation Ascend 960DT NPUs early, positioning them as China's top domestic accelerator alternative. https://slicast.com/zh/article/k4l3uu Slicast zh-cn 2026-09-17T21:07:51.000Z 华为计划提前推出下一代Ascend 960DT NPU，将其定位为国内顶级AI加速器替代方案。 https://slicast.com/ko/article/k4l3uu Slicast ko 2026-09-17T21:07:51.000Z 화웨이는 차세대 Ascend 960DT NPU를 조기 출시할 계획이며, 이를 중국 내 최고 수준의 국산 가속기 대체재로 포지셔닝하고 있다. https://slicast.com/article/5w3zun Slicast en 2026-09-17T21:07:00.000Z Jane Street Secures Crusoe's AI Cloud Services in Five-Year, $13 Billion Deal https://slicast.com/zh/article/5w3zun Slicast zh-cn 2026-09-17T21:07:00.000Z Crusoe与Jane Street签署$130亿5年云算力合同;公司估值约$300亿正融资$30亿 https://slicast.com/ko/article/5w3zun Slicast ko 2026-09-17T21:07:00.000Z Jane Street, Crusoe의 AI 클라우드 서비스 5년간 130억 달러 규모 계약 체결 https://slicast.com/brief/2026-09-18 Slicast en 2026-09-17T21:06:45.114Z AI Infrastructure Briefing — 2026-09-18 https://slicast.com/zh/brief/2026-09-18 Slicast zh-cn 2026-09-17T21:06:45.114Z AI 基础设施早报 · 2026-09-18 https://slicast.com/ko/brief/2026-09-18 Slicast ko 2026-09-17T21:06:45.114Z AI 인프라 브리핑 · 2026-09-18 https://slicast.com/article/1xjfup Slicast en 2026-09-17T21:06:00.000Z SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-09-17T21:06:00.000Z SK Hynix、Samsung、Micron三方争夺NVIDIA 16层HBM4合同;Q4 2026为评估节点,尚无具体订单 https://slicast.com/ko/article/1xjfup Slicast ko 2026-09-17T21:06:00.000Z SK하이닉스, 삼성전자, 마이크론이 차세대 HBM4 16-Hi 수주 경쟁에 나서 https://slicast.com/article/me67cr Slicast en 2026-09-17T21:05:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-09-17T21:05:00.000Z OpenAI俄亥俄州10GW超级园区:NVIDIA提供$1050亿融资保证,总成本或超$5000亿 https://slicast.com/ko/article/me67cr Slicast ko 2026-09-17T21:05:00.000Z 엔비디아, 오하이오 오픈AI 데이터센터에 1050억 달러 자금 지원 https://slicast.com/article/or8xqm Slicast en 2026-09-17T21:04:00.000Z Anthropic Strikes $35 Billion Cloud Deal With Nvidia-Backed Lambda https://slicast.com/zh/article/or8xqm Slicast zh-cn 2026-09-17T21:04:00.000Z Anthropic今年累计算力合同逾$1750亿:Lambda $350亿领衔,Nscale $450亿紧随 https://slicast.com/ko/article/or8xqm Slicast ko 2026-09-17T21:04:00.000Z Anthropic, Nvidia 지원 Lambda와 350억 달러 규모 클라우드 계약 체결 https://slicast.com/article/vmb9un Slicast en 2026-09-17T21:03:00.000Z New US export controls reportedly target Chinese access to remote AI servers https://slicast.com/zh/article/vmb9un Slicast zh-cn 2026-09-17T21:03:00.000Z Trump政府AI扩散规则2.0最快本月落地:封堵泰国/新加坡GPU云转租漏洞 https://slicast.com/ko/article/vmb9un Slicast ko 2026-09-17T21:03:00.000Z 미국이 중국 기업의 원격 AI 서버 접근을 차단하는 새로운 수출 통제 조치를 취한 것으로 알려졌다 https://slicast.com/article/if355f Slicast en 2026-09-17T21:02:00.000Z Nvidia is the mystery tenant behind Hut 8's $50bn Texas data centre https://slicast.com/zh/article/if355f Slicast zh-cn 2026-09-17T21:02:00.000Z NVIDIA正式证实为Hut 8德州1GW Beacon Point园区唯一租户;$1.96亿合同基准值,9月28日动工 https://slicast.com/ko/article/if355f Slicast ko 2026-09-17T21:02:00.000Z Hut 8의 500억 달러 규모 텍사스 데이터센터 배후에 있는 미상의 임차인은 Nvidia https://slicast.com/article/1fbuttg Slicast en 2026-09-17T21:01:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-09-17T21:01:00.000Z Nebius宣布10月1日GPU涨价;NBIS暴涨10%、IREN跳升6%,CoreWeave逆跌2% https://slicast.com/ko/article/1fbuttg Slicast ko 2026-09-17T21:01:00.000Z IREN 6% 상승, Nebius 10% 급등… GPU 임대료 상승세 지속; CoreWeave 하락 https://slicast.com/article/u2zt23 Slicast en 2026-09-17T20:53:35.000Z Former Switch executives have launched Astor to address Europe's shortage of ready-to-power data center capacity. https://slicast.com/zh/article/u2zt23 Slicast zh-cn 2026-09-17T20:53:35.000Z 前Switch高管创立Astor，旨在解决欧洲即插即用型数据中心电力短缺问题。 https://slicast.com/ko/article/u2zt23 Slicast ko 2026-09-17T20:53:35.000Z 구 스위치 임원들이 유럽의 즉시 가동 가능한 데이터센터 용량 부족 문제를 해결하기 위해 애스토를 설립했다. https://slicast.com/article/dxhjdd Slicast en 2026-09-17T20:46:56.000Z Bull CEO Le Roux remains bullish on the French supercomputer maker’s trajectory nearly six months after separating from Atos Group. https://slicast.com/zh/article/dxhjdd Slicast zh-cn 2026-09-17T20:46:56.000Z 法国超算公司Bull的CEO Le Roux在脱离Atos集团近半年后，仍对该公司的发展前景保持乐观。 https://slicast.com/ko/article/dxhjdd Slicast ko 2026-09-17T20:46:56.000Z 불(Bull)의 CEO 르루는 아토스 그룹과 분리된 지 거의 6개월이 지난 현재도 프랑스 슈퍼컴퓨터 제조사의 궤도에 대해 낙관적인 입장을 유지하고 있다. https://slicast.com/article/1o38hjc Slicast en 2026-09-17T18:57:13.000Z The U.S. National Science Foundation expands its X-Labs Initiative to include AI for physical systems and two new topics launching September 17, 2026. https://slicast.com/zh/article/1o38hjc Slicast zh-cn 2026-09-17T18:57:13.000Z 美国国家科学基金会扩展其X-Labs计划，新增物理系统AI及两项将于2026年9月17日启动的新主题。 https://slicast.com/ko/article/1o38hjc Slicast ko 2026-09-17T18:57:13.000Z 미국 국립과학재단은 물리 시스템용 AI를 포함한 X-Labs Initiative를 확대하며, 2026년 9월 17일 두 가지 신규 주제를 시작한다. https://slicast.com/article/1pmszfj Slicast en 2026-09-17T17:22:31.000Z Bull secures the next-generation Lumi AI supercomputer contract ahead of HPE. https://slicast.com/zh/article/1pmszfj Slicast zh-cn 2026-09-17T17:22:31.000Z 布尔击败HPE获得下一代Lumi AI超级计算机合同。 https://slicast.com/ko/article/1pmszfj Slicast ko 2026-09-17T17:22:31.000Z Bull이 HPE를 앞서 차세대 Lumi AI 슈퍼컴퓨터 계약을 확보했다. https://slicast.com/article/o0nco7 Slicast en 2026-09-17T17:00:32.000Z ServeTheHome tours the Arm ATE lab where engineers are bringing up the new Arm AGI CPU. https://slicast.com/zh/article/o0nco7 Slicast zh-cn 2026-09-17T17:00:32.000Z 媒体探访Arm ATE实验室，展示工程师如何调试新型Arm AGI CPU。 https://slicast.com/ko/article/o0nco7 Slicast ko 2026-09-17T17:00:32.000Z ServeTheHome이 차세대 Arm AGI CPU 개발을 위해 엔지니어들이 작업 중인 Arm ATE 연구실을 탐방했다. https://slicast.com/article/yf8a81 Slicast en 2026-09-17T16:00:00.000Z An industry analysis argues that delivery capability, constrained by power, labor, and supply chain bottlenecks, will determine success in the next phase of data center growth. https://slicast.com/zh/article/yf8a81 Slicast zh-cn 2026-09-17T16:00:00.000Z 行业分析指出，受电力、劳动力和供应链瓶颈制约的交付能力将成为数据中心下一阶段增长的决定性因素。 https://slicast.com/ko/article/yf8a81 Slicast ko 2026-09-17T16:00:00.000Z 산업 분석에 따르면 전력, 인력, 공급망 병목 현상에 제약된 배송 능력이 데이터 센터 성장의 다음 단계에서 성공을 결정할 것이라고 주장한다. https://slicast.com/article/1jzm4sh Slicast en 2026-09-17T16:00:00.000Z XKL Optimizes Data Center Interconnects for AI Workloads with Low-Latency MediaLight™ Systems https://slicast.com/zh/article/1jzm4sh Slicast zh-cn 2026-09-17T16:00:00.000Z XKL采用低延迟MediaLight™系统优化AI工作负载的数据中心互连 https://slicast.com/article/barwuo Slicast en 2026-09-17T15:42:04.000Z Meta and Apex Clean Energy have executed a 144-MW solar power purchase agreement in Texas, granting Meta exclusive rights to all environmental attributes and renewable energy credits. https://slicast.com/zh/article/barwuo Slicast zh-cn 2026-09-17T15:42:04.000Z Meta与Apex Clean Energy签署144兆瓦德州太阳能购电协议，Meta将获得该项目所有环境权益及可再生能源信用额度。 https://slicast.com/ko/article/barwuo Slicast ko 2026-09-17T15:42:04.000Z 메타와 애플클린에너지는 텍사스에서 144MW 규모의 태양광 전력구매계약(PPA)을 체결했으며, 메타는 모든 환경 특성과 재생에너지공급인증서(REC)에 대한 독점권을 부여받았다. https://slicast.com/article/g18hpp Slicast en 2026-09-17T15:30:00.000Z Merge4 Energy Introduces the First Physical AI Platform for the Grid https://slicast.com/zh/article/g18hpp Slicast zh-cn 2026-09-17T15:30:00.000Z Merge4 Energy推出首款面向电网的物理AI平台 https://slicast.com/article/5basci Slicast en 2026-09-17T15:27:09.000Z A traditional pharmaceutical company has signed a multi-billion yuan computing power contract, relying on shareholder loans and institutional financing to fulfill obligations. https://slicast.com/zh/article/5basci Slicast zh-cn 2026-09-17T15:27:09.000Z 一家传统制药企业签下十亿级算力大单，除自有资金外还需依托股东借款与金融机构融资完成履约。 https://slicast.com/ko/article/5basci Slicast ko 2026-09-17T15:27:09.000Z 전통적인 제약 회사가 수십억 위안 규모의 컴퓨팅 파워 계약을 체결했으며, 주주 대출과 기관 자금 조달을 통해 의무를 이행하고 있다. https://slicast.com/article/1gcul8d Slicast en 2026-09-17T14:39:28.000Z AI chip startup Rebellions has partnered with ai& for deployment in Japan, with ai& targeting purchases of up to 100 units of Rebellions’ RebelRack infrastructure. https://slicast.com/zh/article/1gcul8d Slicast zh-cn 2026-09-17T14:39:28.000Z AI芯片初创公司Rebellions与ai&达成日本部署合作，ai&计划采购多达100套Rebellions的RebelRack基础设施。 https://slicast.com/ko/article/1gcul8d Slicast ko 2026-09-17T14:39:28.000Z AI 칩 스타트업 레벨리온스는 일본 시장 진출을 위해 ai&와 파트너십을 체결했으며, ai&는 레벨리온스의 RebelRack 인프라 최대 100대 도입을 목표로 하고 있다. https://slicast.com/article/eu8e6h Slicast en 2026-09-17T14:31:21.000Z The U.S. House passed a ratepayer protection bill designed to limit how large data center loads shift costs onto residential electricity customers. https://slicast.com/zh/article/eu8e6h Slicast zh-cn 2026-09-17T14:31:21.000Z 美国众议院通过一项保护电费缴纳者的法案，旨在限制大型数据中心负荷向居民电费用户转嫁成本。 https://slicast.com/ko/article/eu8e6h Slicast ko 2026-09-17T14:31:21.000Z 미국 하원이 데이터 센터의 대규모 전력 부하로 인한 비용이 주거용 전기 고객에게 전가되는 것을 제한하기 위한 요금 보호 법안을 가결했다. https://slicast.com/article/1nbg4yb Slicast en 2026-09-17T14:29:00.000Z A QuitGPT-led grassroots coalition is urging lawmakers to reject lighter regulation ahead of the midterms, countering Leading the Future’s $140 million lobbying push. https://slicast.com/zh/article/1nbg4yb Slicast zh-cn 2026-09-17T14:29:00.000Z 由QuitGPT领导的草根联盟正敦促立法者在中期选举前拒绝放宽监管，以对抗Leading the Future的1.4亿美元游说攻势。 https://slicast.com/ko/article/1nbg4yb Slicast ko 2026-09-17T14:29:00.000Z QuitGPT 주도 시민 연대가 중간선거를 앞두고 경량 규제안을 거부하도록 의원들에게 촉구하며, 리딩 더 퓨처의 1억4000만 달러 규모 로비 활동에 맞서고 있다. https://slicast.com/article/16v0aww Slicast en 2026-09-17T14:25:00.000Z Huawei unveiled the Peerium computing architecture for the AI era, introducing Nested BSP to break through von Neumann single-machine architecture limits and enabling millions of processors to functio https://slicast.com/zh/article/16v0aww Slicast zh-cn 2026-09-17T14:25:00.000Z 华为发布面向AI时代的Peerium计算架构，提出Nested BSP突破冯·诺依曼单机架构限制，并通过灵衢互联技术实现百万级处理器融合为一台大型计算机。 https://slicast.com/ko/article/16v0aww Slicast ko 2026-09-17T14:25:00.000Z Huawei는 AI 시대를 위한 Peerium 컴퓨팅 아키텍처를 공개하며, Nested BSP를 통해 von Neumann 단일 머신 아키텍처의 한계를 돌파하고 Lingqu 인터커넥트 기술을 활용해 수백만 개의 프로세서가 단일 컴퓨터처럼 작동하도록 구현했다. https://slicast.com/article/1yg8op0 Slicast en 2026-09-17T14:00:47.000Z The U.S. Department of Energy launched the Quantum Genesis Q Competition, allocating up to $215 million to accelerate fault-tolerant quantum computer development. https://slicast.com/zh/article/1yg8op0 Slicast zh-cn 2026-09-17T14:00:47.000Z 美国能源部启动Quantum Genesis Q竞赛，拨款最高2.15亿美元以加速容错量子计算机开发。 https://slicast.com/ko/article/1yg8op0 Slicast ko 2026-09-17T14:00:47.000Z 미국 에너지부는 양자 오류 정정 컴퓨터 개발 가속화를 위해 최대 2억1,500만 달러를 투입하는 '퀀텀 제네시스 Q 경쟁'을 시작했다. https://slicast.com/article/1q6npna Slicast en 2026-09-17T14:00:45.000Z Dutch firm EUCLYD has secured over €200 million in financing to develop ultra-efficient infrastructure tailored for foundation AI models. https://slicast.com/zh/article/1q6npna Slicast zh-cn 2026-09-17T14:00:45.000Z 荷兰公司EUCLYD获得超过2亿欧元融资，用于开发专为基础AI模型打造的超高效基础设施。 https://slicast.com/ko/article/1q6npna Slicast ko 2026-09-17T14:00:45.000Z 네덜란드 기업 EUCLYD가 차세대 AI 모델에 특화된 초고효율 인프라 개발을 위해 2억 유로 이상의 자금을 조달했다. https://slicast.com/article/1j7wneb Slicast en 2026-09-17T14:00:00.000Z An industry feature examines 800VDC protection schemes aimed at unlocking next-generation AI data center efficiency. https://slicast.com/zh/article/1j7wneb Slicast zh-cn 2026-09-17T14:00:00.000Z 行业专题探讨旨在释放下一代AI数据中心效率的800VDC保护方案。 https://slicast.com/ko/article/1j7wneb Slicast ko 2026-09-17T14:00:00.000Z 산업 특집은 차세대 AI 데이터센터 효율성을 실현하기 위한 800VDC 보호 방식을 다룬다. https://slicast.com/article/17l61ac Slicast en 2026-09-17T13:34:11.000Z CleanSpark disclosed a $6.6 billion, 20-year AI data center lease with Meta and announced a concurrent $2.23 billion debt financing plan to fund the Georgia facility. https://slicast.com/zh/article/17l61ac Slicast zh-cn 2026-09-17T13:34:11.000Z CleanSpark（CLSK）披露与Meta签署的66亿美元、20年期AI数据中心租赁协议，并宣布同步进行22.3亿美元的债务融资计划，以资助佐治亚州设施。 https://slicast.com/ko/article/17l61ac Slicast ko 2026-09-17T13:34:11.000Z 클린스파크는 메타와 20년 만기, 66억 달러 규모의 AI 데이터센터 임대계약을 체결했으며, 조지아 시설 자금 조달을 위해 동시적으로 22억 3천만 달러 규모의 부채 자금조달 계획을 발표했다.