https://slicast.com/commentary/arm-2026-09-28 Slicast en 2026-09-28T21:23:46.274Z Arm Holdings ARM Stock, September 2026: Record Revenue and an Unexplained 8.7% Drop https://slicast.com/zh/commentary/arm-2026-09-28 Slicast zh-cn 2026-09-28T21:23:46.274Z Arm Holdings股票 2026年9月：创纪录营收背后的8.7%无因下跌 https://slicast.com/brief/2026-09-29 Slicast en 2026-09-28T21:16:57.481Z AI Infrastructure Briefing — 2026-09-29 https://slicast.com/zh/brief/2026-09-29 Slicast zh-cn 2026-09-28T21:16:57.481Z AI 基础设施早报 · 2026-09-29 https://slicast.com/ko/brief/2026-09-29 Slicast ko 2026-09-28T21:16:57.481Z AI 인프라 브리핑 · 2026-09-29 https://slicast.com/article/1dnsz2z Slicast en 2026-09-28T20:56:51.000Z China's government is reportedly considering allowing domestic tech giants to purchase new Nvidia chips, easing enforcement of U.S. export controls. https://slicast.com/zh/article/1dnsz2z Slicast zh-cn 2026-09-28T20:56:51.000Z 中国政府据报考虑允许国内科技巨头购买新款英伟达芯片,缓解美国出口管制的执行力度。 https://slicast.com/article/t2ugbh Slicast en 2026-09-28T20:16:02.000Z Broadcom's custom silicon business for AI—including custom ASICs and networking—has quietly grown into a major competitive power alongside Nvidia and AMD. https://slicast.com/zh/article/t2ugbh Slicast zh-cn 2026-09-28T20:16:02.000Z 博通为AI开发的定制硅业务(包括定制ASIC和网络芯片)已悄然成长为与英伟达和AMD相当的主要竞争力量。 https://slicast.com/article/3x41vr Slicast en 2026-09-28T20:05:00.000Z AMD has acquired World Labs to advance AI compute capabilities and expand its software-hardware integration for AI workloads. https://slicast.com/zh/article/3x41vr Slicast zh-cn 2026-09-28T20:05:00.000Z AMD收购World Labs公司,以推进AI计算能力并扩展其AI工作负载的软件硬件集成。 https://slicast.com/article/4z5xd6 Slicast en 2026-09-28T20:04:00.000Z Ohio Senate Democrats are split over the Husted Ratepayer Protection Act, which addresses cost allocation for data center infrastructure development. https://slicast.com/zh/article/4z5xd6 Slicast zh-cn 2026-09-28T20:04:00.000Z 俄亥俄州民主党参议员对Husted《用户保护法案》意见分歧,该法涉及用户如何分摊数据中心基础设施发展成本。 https://slicast.com/article/bftxon Slicast en 2026-09-28T20:00:45.000Z Across hyperscale data centers, energy delivery and power distribution have become the primary performance bottleneck, surpassing GPU deployment as the limiting constraint. https://slicast.com/zh/article/bftxon Slicast zh-cn 2026-09-28T20:00:45.000Z 在超大规模数据中心中,电力供应和分配已成为主要性能瓶颈,超越GPU部署成为最大限制因素。 https://slicast.com/article/c121mz Slicast en 2026-09-28T20:00:00.000Z Lattice Semiconductor will unveil open control plane innovations for AI infrastructure management at the OCP Global Summit 2026. https://slicast.com/zh/article/c121mz Slicast zh-cn 2026-09-28T20:00:00.000Z Lattice半导体公司将在OCP全球峰会2026上展示用于AI基础设施管理的开放控制平面创新。 https://slicast.com/article/p265wk Slicast en 2026-09-28T19:56:09.000Z Xinnor released xiNAS 3.13, the latest production version of its high-performance NFS-over-RDMA storage platform with unified AI-assisted management. https://slicast.com/zh/article/p265wk Slicast zh-cn 2026-09-28T19:56:09.000Z Xinnor发布xiNAS 3.13版本,这是其高性能NFS-over-RDMA存储平台的最新生产版本,具备统一的AI辅助管理功能。 https://slicast.com/article/3vqphf Slicast en 2026-09-28T19:53:54.000Z Nvidia announced its largest-ever share buyback program as pressure from AMD custom silicon and alternative AI chip architectures threatens GPU market share. https://slicast.com/zh/article/3vqphf Slicast zh-cn 2026-09-28T19:53:54.000Z 英伟达宣布有史以来最大规模股票回购计划,因为AMD定制硅和替代AI芯片架构对其GPU市场份额构成压力。 https://slicast.com/article/9pvs53 Slicast en 2026-09-28T18:55:10.000Z Alberta is advancing plans for AI data center development, positioning the Canadian province as a competitive infrastructure hub for large-scale compute capacity. https://slicast.com/zh/article/9pvs53 Slicast zh-cn 2026-09-28T18:55:10.000Z 艾伯塔省正推进AI数据中心发展计划,将该加拿大省份定位为大规模计算容量的竞争性基础设施枢纽。 https://slicast.com/article/bgxmf9 Slicast en 2026-09-28T18:47:19.000Z Adoption of small distributed gas turbines for data center on-site power generation is accelerating to meet surging AI infrastructure energy demands. https://slicast.com/zh/article/bgxmf9 Slicast zh-cn 2026-09-28T18:47:19.000Z 小型分布式燃气轮机在数据中心现场发电中的采用加速,以满足AI基础设施能源需求的激增。 https://slicast.com/article/g1hnbg Slicast en 2026-09-28T18:31:58.000Z Crusoe is developing Google's AI data center campus in Armstrong County, Texas, signaling strategic partnerships between infrastructure companies and hyperscalers. https://slicast.com/zh/article/g1hnbg Slicast zh-cn 2026-09-28T18:31:58.000Z Crusoe正在德克萨斯州Armstrong县为谷歌开发AI数据中心园区,表明基础设施公司与超大规模云厂商的战略伙伴关系。 https://slicast.com/article/1olagu3 Slicast en 2026-09-28T18:26:59.000Z Cerebras will supply 100 megawatts of AI chip capacity to cloud startup Gimlet Labs, marking a major infrastructure deployment for an emerging neocloud competitor. https://slicast.com/zh/article/1olagu3 Slicast zh-cn 2026-09-28T18:26:59.000Z Cerebras向云初创公司Gimlet Labs供应100兆瓦AI芯片容量,标志着新兴新云厂商的重大基础设施部署。 https://slicast.com/article/1hgooax Slicast en 2026-09-28T18:16:00.000Z An AI data center developer has secured a $1.07 billion credit facility to fund new data center construction and expansion across multiple campuses. https://slicast.com/zh/article/1hgooax Slicast zh-cn 2026-09-28T18:16:00.000Z 一家AI数据中心开发商获得10.7亿美元信用额度,用于资助新建数据中心和跨多个园区的扩张。 https://slicast.com/article/1wfex2a Slicast en 2026-09-28T18:15:32.000Z The EU's Chips Joint Undertaking (Chips JU) is offering €80 million in funding across two complementary calls for AI compute and chip system projects. https://slicast.com/zh/article/1wfex2a Slicast zh-cn 2026-09-28T18:15:32.000Z 欧盟芯片联合体在两项补充性招标中提供8000万欧元资金,用于AI计算和芯片系统项目。 https://slicast.com/article/1gwkxum Slicast en 2026-09-28T18:15:00.000Z An AI data center developer is offering $10,000 payments to local residents as community incentives, prompting accusations that payments amount to bribery for permit approval. https://slicast.com/zh/article/1gwkxum Slicast zh-cn 2026-09-28T18:15:00.000Z 一家AI数据中心开发商向当地居民提供10000美元付款作为社区激励,引发关于付款是否构成贿赂以获得许可批准的指控。 https://slicast.com/article/lpa4p5 Slicast en 2026-09-28T18:10:49.000Z Micron's upcoming earnings report is drawing options market attention as traders price in potential sharp moves tied to AI memory demand signals. https://slicast.com/zh/article/lpa4p5 Slicast zh-cn 2026-09-28T18:10:49.000Z Micron即将发布的财务报告引起期权市场关注,因为交易者押注与AI存储芯片需求信号相关的潜在波动。 https://slicast.com/article/15hw75b Slicast en 2026-09-28T17:57:15.000Z Goodman Group scraps A$1.2B Sydney data-centre campus development https://slicast.com/zh/article/15hw75b Slicast zh-cn 2026-09-28T17:57:15.000Z Goodman Group取消澳大利亚悉尼12亿澳元数据中心园区开发计划 https://slicast.com/article/wf614n Slicast en 2026-09-28T17:55:00.000Z Wayne County executive rejects $125M tax incentive package for Google data-centre facility https://slicast.com/zh/article/wf614n Slicast zh-cn 2026-09-28T17:55:00.000Z 韦恩县行政官否决谷歌数据中心125万美元税收激励方案 https://slicast.com/article/lmonzd Slicast en 2026-09-28T17:38:00.000Z Nvidia announces record $150B share repurchase programme https://slicast.com/zh/article/lmonzd Slicast zh-cn 2026-09-28T17:38:00.000Z 英伟达宣布创纪录150亿美元股票回购计划 https://slicast.com/article/1bd5o2 Slicast en 2026-09-28T17:36:39.000Z AI infrastructure funding increasingly shifts from equity markets to structured debt as capex demands exceed publicly-available capital https://slicast.com/zh/article/1bd5o2 Slicast zh-cn 2026-09-28T17:36:39.000Z 随着资本支出需求超过公开市场融资供应，AI基础设施融资从股权逐步转向结构化债务 https://slicast.com/article/1xn2dyx Slicast en 2026-09-28T17:30:07.000Z Cerebras partners with Gimlet Labs to build AI inference cloud platform, with first data centre launching in 2026 https://slicast.com/zh/article/1xn2dyx Slicast zh-cn 2026-09-28T17:30:07.000Z Cerebras与Gimlet Labs合作构建AI推理云平台，首个数据中心将在2026年启用 https://slicast.com/article/1ilq87l Slicast en 2026-09-28T17:18:41.000Z Hut 8 closes $1.07B secured revolving credit facility dedicated to AI data-centre buildout https://slicast.com/zh/article/1ilq87l Slicast zh-cn 2026-09-28T17:18:41.000Z Hut 8完成10.7亿美元担保循环信用额度融资，专款用于AI数据中心建设 https://slicast.com/article/13gsurn Slicast en 2026-09-28T17:14:18.000Z JPMorgan forecast indicates HBM memory shortages will persist for at least two more years amid heavy accelerator demand https://slicast.com/zh/article/13gsurn Slicast zh-cn 2026-09-28T17:14:18.000Z 摩根大通预测显示HBM内存短缺将至少持续两年，受加速器需求强劲 https://slicast.com/article/davylu Slicast en 2026-09-28T17:00:00.000Z Broadcom secures custom silicon orders from major hyperscalers to accelerate their AI workload deployments https://slicast.com/zh/article/davylu Slicast zh-cn 2026-09-28T17:00:00.000Z Broadcom获得主要超大型云厂商的定制硅芯片订单，加速其AI工作负载部署 https://slicast.com/article/12lvcny Slicast en 2026-09-28T16:31:13.000Z China institutes travel approval requirement for immediate family members of AI laboratory executives https://slicast.com/zh/article/12lvcny Slicast zh-cn 2026-09-28T16:31:13.000Z 中国对AI实验室高管的直系家属实施出境审批要求 https://slicast.com/article/1ii958j Slicast en 2026-09-28T16:28:23.000Z Rep. Pallone urges FERC to establish stronger interconnection and rate protections for grid customers bearing data-centre load https://slicast.com/zh/article/1ii958j Slicast zh-cn 2026-09-28T16:28:23.000Z Pallone议员敦促FERC为承载数据中心负荷的电网用户建立更强的互联和电价保护规则 https://slicast.com/article/1hph929 Slicast en 2026-09-28T16:26:06.000Z Goldman Sachs analysis quantifies annual AI infrastructure capex-to-revenue gap at $230B ($800B spent vs. $300B revenue) https://slicast.com/zh/article/1hph929 Slicast zh-cn 2026-09-28T16:26:06.000Z Goldman Sachs分析量化年度AI基础设施资本支出与收入差距为230亿美元（支出800亿美元，收入300亿美元） https://slicast.com/article/pw1sk7 Slicast en 2026-09-28T16:05:47.000Z Hut 8 closes two-tier AI data center finance structure with JPMorgan leading a 12-bank revolver facility. https://slicast.com/zh/article/pw1sk7 Slicast zh-cn 2026-09-28T16:05:47.000Z Hut 8完成了两层AI数据中心融资结构，由摩根大通领导12家银行的循环融资。 https://slicast.com/article/gdp48k Slicast en 2026-09-28T16:05:00.000Z NVIDIA CEO Jensen Huang states that AI model distillation is competition rather than theft, contradicting U.S. government export-control stance. https://slicast.com/zh/article/gdp48k Slicast zh-cn 2026-09-28T16:05:00.000Z 英伟达CEO黄仁勋表示AI模型蒸馏是竞争而非盗窃，与美国政府出口管制立场相悖。 https://slicast.com/article/1eyyapt Slicast en 2026-09-28T16:00:35.000Z European Commission's proposed data center efficiency labeling scheme receives industry pushback that the framework requires nuance and adjustment. https://slicast.com/zh/article/1eyyapt Slicast zh-cn 2026-09-28T16:00:35.000Z 欧盟委员会提议的数据中心能效标签方案遭业界反对，呼吁在框架中加入更多细节和灵活性。 https://slicast.com/article/k40ga1 Slicast en 2026-09-28T16:00:00.000Z Elon Musk's xAI Colossus data center is changing the American landscape, according to Washington Post. https://slicast.com/zh/article/k40ga1 Slicast zh-cn 2026-09-28T16:00:00.000Z 根据《华盛顿邮报》报道，xAI的Colossus数据中心正在改变美国的地貌。 https://slicast.com/article/apbtro Slicast en 2026-09-28T16:00:00.000Z Pennsylvania residents reject $10,000 per-household payments to block construction of an AI data center in their region. https://slicast.com/zh/article/apbtro Slicast zh-cn 2026-09-28T16:00:00.000Z 宾夕法尼亚州居民拒绝每户1万美元补偿，坚决反对在该地区建设AI数据中心。 https://slicast.com/article/18f9hpv Slicast en 2026-09-28T15:52:06.000Z China's strategic posture ('hide strength') increasingly embraces acquisition and use of advanced U.S. AI chips despite export restrictions. https://slicast.com/zh/article/18f9hpv Slicast zh-cn 2026-09-28T15:52:06.000Z 中国以'韬光养晦'为战略立场，尽管面临出口限制，仍不断获取和使用美国先进AI芯片。 https://slicast.com/article/1oso1mx Slicast en 2026-09-28T15:51:05.000Z Marvell is likely to increase its fiscal 2029 AI revenue estimate by at least $2 billion due to a major Google deal, per RBC. https://slicast.com/zh/article/1oso1mx Slicast zh-cn 2026-09-28T15:51:05.000Z 根据瑞银集团预测，Marvell因与谷歌的重大合约，其财年2029年AI营收估值可能上调20亿美元及以上。 https://slicast.com/article/jjgbsl Slicast en 2026-09-28T15:49:34.000Z Oracle invokes force majeure for power infrastructure work on Project Jupiter, its AI data center in New Mexico, citing regulatory and environmental hurdles. https://slicast.com/zh/article/jjgbsl Slicast zh-cn 2026-09-28T15:49:34.000Z 甲骨文为其位于新墨西哥州的AI数据中心Project Jupiter的电力基础设施工作引用不可抗力条款，理由是监管和环保障碍。 https://slicast.com/article/1p3brbw Slicast en 2026-09-28T15:47:54.000Z Federal regulators allow on-site generators at data centers to operate with fewer emissions checks, raising health and environmental-compliance concerns. https://slicast.com/zh/article/1p3brbw Slicast zh-cn 2026-09-28T15:47:54.000Z 联邦监管机构允许数据中心备用发电机在更少排放检查的情况下运行，引发健康和环保合规关切。 https://slicast.com/article/z4oxra Slicast en 2026-09-28T15:45:00.000Z OpenAI's custom Jalapeno AI inference ASIC is built for internal use but the company leaves the door open to eventual broader commercial rollout. https://slicast.com/zh/article/z4oxra Slicast zh-cn 2026-09-28T15:45:00.000Z OpenAI的自研Jalapeno AI推理专用芯片主要用于内部使用，但公司为未来更广泛的商业化推广留有余地。 https://slicast.com/article/1r4vdx4 Slicast en 2026-09-28T15:42:34.000Z Goodman withdraws its application for a 90 MW data center campus in Sydney, citing policy and regulatory environment changes. https://slicast.com/zh/article/1r4vdx4 Slicast zh-cn 2026-09-28T15:42:34.000Z Goodman撤回了其在悉尼申请的90 MW数据中心园区许可证，理由是政策和监管环境已大幅演变。 https://slicast.com/article/7q3qwx Slicast en 2026-09-28T15:41:08.000Z Canada's Pembina Pipeline advances a gas-fired data center project, integrating energy infrastructure with compute capacity. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-09-28T15:41:08.000Z 加拿大Pembina Pipeline推进一个燃气驱动的数据中心项目，将能源基础设施与计算容量整合。 https://slicast.com/article/ahpytb Slicast en 2026-09-28T15:35:00.000Z ChangXin Memory Technologies (CXMT) announces CNY 24.1 billion capex for capacity expansion and is building in-house DRAM testing capabilities. https://slicast.com/zh/article/ahpytb Slicast zh-cn 2026-09-28T15:35:00.000Z 长鑫存储（CXMT）宣布投入人民币24.1亿元用于产能扩张，并正在建立自主DRAM测试能力。 https://slicast.com/article/1baypwx Slicast en 2026-09-28T15:34:24.000Z A new coalition releases records and seeks a pause on water-deal agreements fueling AI data center expansion in Texas. https://slicast.com/zh/article/1baypwx Slicast zh-cn 2026-09-28T15:34:24.000Z 一个新联盟公开记录并要求暂停为德州AI数据中心扩张融资的水资源协议。 https://slicast.com/article/eqh34d Slicast en 2026-09-28T15:30:00.000Z OpenAI's Hardware chief details the Jalapeño inference chip design in an exclusive interview transcript. https://slicast.com/zh/article/eqh34d Slicast zh-cn 2026-09-28T15:30:00.000Z OpenAI硬件负责人在独家采访中详述Jalapeño推理芯片设计。 https://slicast.com/article/1187vjf Slicast en 2026-09-28T15:15:51.000Z Supercapacitors can smooth millisecond-scale AI power transients, but experts see them complementing rather than replacing traditional UPS and battery systems. https://slicast.com/zh/article/1187vjf Slicast zh-cn 2026-09-28T15:15:51.000Z 超级电容器可以平滑毫秒级AI功率波动，但专家认为它们是对不间断电源和电池系统的补充而非替代。 https://slicast.com/article/1yn0zul Slicast en 2026-09-28T15:09:50.000Z Piper Sandler projects Google's in-house TPU chip revenue reaching $104 billion by 2028. https://slicast.com/zh/article/1yn0zul Slicast zh-cn 2026-09-28T15:09:50.000Z 派杰证券预测谷歌自研TPU芯片收入到2028年将达1040亿美元。 https://slicast.com/article/gp6vh3 Slicast en 2026-09-28T15:09:05.000Z Bloom Energy's fuel-cell power solution for a major AI data center customer encounters a deal stall. https://slicast.com/zh/article/gp6vh3 Slicast zh-cn 2026-09-28T15:09:05.000Z Bloom Energy为主要AI数据中心客户提供的燃料电池电源解决方案陷入交易停滞。 https://slicast.com/article/17tq591 Slicast en 2026-09-28T15:03:00.000Z SK Hynix drops 6% on Bloomberg reporting a potential $100 billion Solidigm IPO; Micron and Western Digital also decline. https://slicast.com/zh/article/17tq591 Slicast zh-cn 2026-09-28T15:03:00.000Z 彭博报道Solidigm潜在1000亿美元IPO估值，SK海力士股价下跌6%；美光和西部数据也随之下滑。 https://slicast.com/article/1l6q6u9 Slicast en 2026-09-28T15:02:06.000Z Nvidia announces a record $150 billion stock buyback program. https://slicast.com/zh/article/1l6q6u9 Slicast zh-cn 2026-09-28T15:02:06.000Z 英伟达宣布创纪录的1500亿美元股票回购计划。 https://slicast.com/article/1xfsjxx Slicast en 2026-09-28T15:01:00.000Z The Information examines how AI's $15 trillion infrastructure buildout is reshaping data center financing models, power-purchase agreements, and risk structures. https://slicast.com/zh/article/1xfsjxx Slicast zh-cn 2026-09-28T15:01:00.000Z 《信息时报》分析AI基础设施1500亿美元投入如何重塑数据中心融资模式、购电协议和风险结构。 https://slicast.com/article/1wjuq2w Slicast en 2026-09-28T15:00:23.000Z Virginia Senate fails to pass a ratepayer-protection bill, effectively blocking AI data centers' permission to build in the state. https://slicast.com/zh/article/1wjuq2w Slicast zh-cn 2026-09-28T15:00:23.000Z 弗吉尼亚州参议院未能通过费率保护法案，实际上阻止了AI数据中心在该州的建设权。 https://slicast.com/article/1n09ue0 Slicast en 2026-09-28T15:00:00.000Z IP Infusion announces OcNOS support for Broadcom's Qumran3 networking family at SCTE TechExpo, targeting AI data center fabric economics. https://slicast.com/zh/article/1n09ue0 Slicast zh-cn 2026-09-28T15:00:00.000Z IP Infusion在SCTE TechExpo宣布为Broadcom Qumran3网络系列提供OcNOS支持，针对AI数据中心架构经济性。 https://slicast.com/article/w45a97 Slicast en 2026-09-28T14:52:17.000Z ASML CEO warns that excessive China export controls on chip-making equipment risk accelerating development of rival EUV lithography and parallel semiconductor fabs. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-09-28T14:52:17.000Z ASML首席执行官警告对华芯片制造设备出口管制过度可能加速对手EUV光刻和平行晶圆厂的发展。 https://slicast.com/article/paxh93 Slicast en 2026-09-28T14:45:00.000Z Nokia positioned as a 'networking juggernaut' offering connectivity and infrastructure solutions critical to AI data center buildout. https://slicast.com/zh/article/paxh93 Slicast zh-cn 2026-09-28T14:45:00.000Z Nokia被定位为AI数据中心建设中关键的'网络基础设施巨头'，提供连接和基础设施解决方案。 https://slicast.com/article/1s9przf Slicast en 2026-09-28T14:45:00.000Z Virginia Tech demonstrates 3D-printed liquid metal (gallium-indium) composites that boost thermal conductivity 40x, enabling advanced heat dissipation in compute systems. https://slicast.com/zh/article/1s9przf Slicast zh-cn 2026-09-28T14:45:00.000Z 弗吉尼亚理工大学展示3D打印液态金属（镓铟）复合材料，热导率提升40倍，实现计算系统的高级散热。 https://slicast.com/article/wpsx4y Slicast en 2026-09-28T14:44:00.000Z Cameco (TSX:CCO) positioned at the centre of the nuclear power revival, with applications to AI data center decarbonization and capacity. https://slicast.com/zh/article/wpsx4y Slicast zh-cn 2026-09-28T14:44:00.000Z Cameco（多伦多交易所:CCO）位于核能复兴的中心，应用于AI数据中心脱碳和电源供应。 https://slicast.com/article/1v3jqxn Slicast en 2026-09-28T14:37:15.000Z China signals willingness to grant Nvidia chip approvals for Alibaba and ByteDance under current export-control frameworks. https://slicast.com/zh/article/1v3jqxn Slicast zh-cn 2026-09-28T14:37:15.000Z 中国表示愿意在现有出口管制框架下为阿里巴巴和字节跳动批准英伟达芯片。 https://slicast.com/article/1i6njkf Slicast en 2026-09-28T14:37:02.000Z Montage Technology announces mass production of Gen5 DDR5 Register Clock Driver (RCD) for next-generation memory subsystems. https://slicast.com/zh/article/1i6njkf Slicast zh-cn 2026-09-28T14:37:02.000Z 蒙太奇技术宣布Gen5 DDR5注册时钟驱动器（RCD）进入量产，用于下一代内存子系统。 https://slicast.com/article/1ilt1px Slicast en 2026-09-28T14:32:00.000Z Nvidia combines OpenShell agent software with Sentry, a new hardware watchdog built into chips, to create the Open Agent Safety Platform for autonomous AI agents. https://slicast.com/zh/article/1ilt1px Slicast zh-cn 2026-09-28T14:32:00.000Z 英伟达将OpenShell代理软件与Sentry相结合，Sentry是芯片中的新型硬件监视器，创建开放代理安全平台。 https://slicast.com/article/1x5dgo0 Slicast en 2026-09-28T14:23:06.000Z Schneider Electric launched its most powerful Motivair WCDU (Water Cooling Distribution Unit) supporting hybrid air and liquid-cooled environments. https://slicast.com/zh/article/1x5dgo0 Slicast zh-cn 2026-09-28T14:23:06.000Z 施耐德电气推出其功能最强的Motivair WCDU（水冷配电单元），支持混合风冷和液冷环境。 https://slicast.com/article/73i2m2 Slicast en 2026-09-28T14:21:04.000Z SGE, GE Vernova, Hitachi, and Samsung C&T signed an MoU to deploy BWRX-300 small modular reactors across Europe and the UK. https://slicast.com/zh/article/73i2m2 Slicast zh-cn 2026-09-28T14:21:04.000Z SGE、GE Vernova、日立和三星C&T签署谅解备忘录，将在欧洲和英国部署BWRX-300小模块反应堆。 https://slicast.com/article/1ad8bhb Slicast en 2026-09-28T14:20:17.000Z ASML warned the Trump administration that restrictive export controls on semiconductor manufacturing equipment to China threaten U.S. chipmaker competitiveness. https://slicast.com/zh/article/1ad8bhb Slicast zh-cn 2026-09-28T14:20:17.000Z ASML警告特朗普政府，对中国半导体制造设备出口的限制性管制威胁美国芯片制造商的竞争力。 https://slicast.com/article/1444bz8 Slicast en 2026-09-28T14:14:40.000Z Virtus Data Centers secured £2.45 billion in financing to accelerate data center construction and expansion across the UK and mainland Europe. https://slicast.com/zh/article/1444bz8 Slicast zh-cn 2026-09-28T14:14:40.000Z Virtus数据中心公司获得24.5亿英镑融资，加速英国和欧洲大陆的数据中心建设和扩展。 https://slicast.com/article/1m0rtrg Slicast en 2026-09-28T14:12:47.000Z ChangXin Memory Technology (CXMT) plans Hefei-based R&D and DRAM testing projects using IPO proceeds. https://slicast.com/zh/article/1m0rtrg Slicast zh-cn 2026-09-28T14:12:47.000Z 长鑫存储科技（CXMT）计划利用IPO所得在合肥建立研发和DRAM测试项目。 https://slicast.com/article/vfqhok Slicast en 2026-09-28T14:11:44.000Z Digital Realty is developing a cable landing station (CLS) at its LAX12 facility in Los Angeles, expanding undersea interconnect capacity. https://slicast.com/zh/article/vfqhok Slicast zh-cn 2026-09-28T14:11:44.000Z Digital Realty在洛杉矶LAX12设施建设海底光缆登陆站（CLS），扩展跨洋相互连接容量。 https://slicast.com/article/1m9rsy Slicast en 2026-09-28T14:04:00.000Z Piper Sandler projects Google's TPU revenue could reach $104 billion by 2028, raising Alphabet's price target to $400. https://slicast.com/zh/article/1m9rsy Slicast zh-cn 2026-09-28T14:04:00.000Z Piper Sandler预测谷歌TPU收入可能在2028年达到1040亿美元，将Alphabet目标价上调至400美元。 https://slicast.com/article/izlagj Slicast en 2026-09-28T14:00:58.000Z Cerebras announced it will supply AI computing systems to Gimlet Labs, a cloud computing startup. https://slicast.com/zh/article/izlagj Slicast zh-cn 2026-09-28T14:00:58.000Z Cerebras宣布将向云计算初创公司Gimlet Labs供应AI计算系统。 https://slicast.com/article/wt4ang Slicast en 2026-09-28T14:00:00.000Z Seligman Ventures doubled its deployable capital to $1 billion, targeting AI infrastructure investment opportunities. https://slicast.com/zh/article/wt4ang Slicast zh-cn 2026-09-28T14:00:00.000Z Seligman Ventures将可部署资本翻倍至10亿美元，瞄准AI基础设施投资机会。 https://slicast.com/article/gav29d Slicast en 2026-09-28T13:53:08.000Z Analysts forecast Applied Digital's Q1FY27 revenue at $134.86 million, reflecting strong enterprise demand for independent GPU cloud capacity. https://slicast.com/zh/article/gav29d Slicast zh-cn 2026-09-28T13:53:08.000Z 分析师预测Applied Digital Q1FY27收入为1.3486亿美元，反映企业对独立GPU云容量需求强劲。 https://slicast.com/article/1kosnpy Slicast en 2026-09-28T13:45:07.000Z Elon Musk told Chinese TV that China will close the advanced chip gap with the U.S., contradicting earlier pacing-restriction positions he backed. https://slicast.com/zh/article/1kosnpy Slicast zh-cn 2026-09-28T13:45:07.000Z 埃隆·马斯克在中国电视上表示中国将缩小与美国的先进芯片差距，与他之前支持的限速限制相悖。 https://slicast.com/article/ihhz8n Slicast en 2026-09-28T13:42:02.000Z Tennessee officials Taylor and Pearson disagreed on data center policy directly affecting xAI's Colossus facility deployment timeline. https://slicast.com/zh/article/ihhz8n Slicast zh-cn 2026-09-28T13:42:02.000Z 田纳西州官员Taylor和Pearson就影响xAI Colossus设施部署时间表的数据中心政策存在分歧。 https://slicast.com/article/1v8b2pc Slicast en 2026-09-28T13:38:27.000Z China is considering allowing ByteDance and Alibaba to purchase Nvidia RTX PRO 5500 GPUs, potentially easing semiconductor export restrictions for major domestic tech firms. https://slicast.com/zh/article/1v8b2pc Slicast zh-cn 2026-09-28T13:38:27.000Z 中国考虑允许字节跳动和阿里巴巴购买英伟达RTX PRO 5500 GPU，可能缓解对大型国内科技公司的半导体出口限制。 https://slicast.com/article/1wdmuhc Slicast en 2026-09-28T13:32:22.000Z Wingspire Data Centers secured a rare asset-backed securities (ABS) deal for AI infrastructure financing, establishing a novel capital structure for the sector. https://slicast.com/zh/article/1wdmuhc Slicast zh-cn 2026-09-28T13:32:22.000Z Wingspire数据中心公司获得罕见的资产担保证券（ABS）交易用于AI基础设施融资，为该行业建立新颖的资本结构。 https://slicast.com/article/f2nb4e Slicast en 2026-09-28T13:27:58.000Z SK Hynix is undertaking a massive capital expenditure ramp to expand DRAM and memory production capacity, straining the company's financial position. https://slicast.com/zh/article/f2nb4e Slicast zh-cn 2026-09-28T13:27:58.000Z SK海力士正在进行大规模资本支出增加以扩展DRAM和存储芯片产能，给公司财务状况施加压力。 https://slicast.com/article/1lod2h Slicast en 2026-09-28T13:12:51.000Z Data center investment inflow into India nearly doubled to $9.5 billion, according to CBRE, reflecting accelerating AI infrastructure build-out in the region. https://slicast.com/zh/article/1lod2h Slicast zh-cn 2026-09-28T13:12:51.000Z 根据CBRE数据，数据中心投资流入印度接近翻倍至95亿美元，反映该地区AI基础设施建设加速。 https://slicast.com/article/1kuachx Slicast en 2026-09-28T12:38:32.000Z Applied Digital's contracted backlog has reached $31 billion ahead of October 8 earnings, a major infrastructure demand milestone. https://slicast.com/zh/article/1kuachx Slicast zh-cn 2026-09-28T12:38:32.000Z Applied Digital 合同积压达 310 亿美元，创基础设施需求重要里程碑，领先 10 月 8 日财报。 https://slicast.com/article/1ryawdw Slicast en 2026-09-28T12:20:47.000Z Amazon commits $25 billion to custom AI chip development, accelerating hyperscaler vertical integration into silicon. https://slicast.com/zh/article/1ryawdw Slicast zh-cn 2026-09-28T12:20:47.000Z Amazon投入25亿美元开发定制AI芯片，加速超大规模云厂商硅芯片纵向整合。 https://slicast.com/article/xe00hc Slicast en 2026-09-28T11:48:03.000Z Crusoe Energy walks away from a planned $1.25 billion power generation deal with Boom Turbine amid intensifying AI power race competition. https://slicast.com/zh/article/xe00hc Slicast zh-cn 2026-09-28T11:48:03.000Z Crusoe Energy因AI电力竞争加剧，放弃与Boom Turbine的12.5亿美元发电交易。 https://slicast.com/article/wtok1h Slicast en 2026-09-28T11:17:22.000Z Akamai signs an $11.6 billion compute capacity deal with Anthropic, leasing infrastructure for CPU workloads independent of hyperscaler clouds. https://slicast.com/zh/article/wtok1h Slicast zh-cn 2026-09-28T11:17:22.000Z Akamai 与 Anthropic 签署 $11.6 亿美元计算容量交易，租赁独立于超大规模云的 CPU 工作负载基础设施。 https://slicast.com/article/1niywg5 Slicast en 2026-09-28T11:17:19.000Z Nscale closes a $3.36 billion pre-IPO convertible loan round from major institutional investors for AI infrastructure buildout. https://slicast.com/zh/article/1niywg5 Slicast zh-cn 2026-09-28T11:17:19.000Z Nscale 完成 $3.36 亿美元 pre-IPO convertible loan 融资，用于 AI 基础设施建设。 https://slicast.com/commentary/sk-hynix-2026-09-27 Slicast en 2026-09-27T21:42:27.006Z SK Hynix HBM Lock-In, Solidigm IPO, and US Fab Bet, September 2026 https://slicast.com/zh/commentary/sk-hynix-2026-09-27 Slicast zh-cn 2026-09-27T21:42:27.006Z SK海力士HBM锁定、Solidigm IPO与美国建厂押注，2026年9月 https://slicast.com/commentary/humain-2026-09-27 Slicast en 2026-09-27T21:33:00.121Z HUMAIN: 6 GW Riyadh Campus EPC Award and IPO Preparations, September 2026 https://slicast.com/zh/commentary/humain-2026-09-27 Slicast zh-cn 2026-09-27T21:33:00.121Z HUMAIN：利雅得6吉瓦园区EPC合同与IPO筹备，2026年9月 https://slicast.com/commentary/alibaba-2026-09-27 Slicast en 2026-09-27T21:25:33.340Z Alibaba Cloud's Dual-Track Chip Strategy, September 2026 https://slicast.com/zh/commentary/alibaba-2026-09-27 Slicast zh-cn 2026-09-27T21:25:33.340Z 阿里云双轨芯片战略：2026年9月 https://slicast.com/brief/2026-09-28 Slicast en 2026-09-27T21:17:39.910Z AI Infrastructure Briefing — 2026-09-28 https://slicast.com/zh/brief/2026-09-28 Slicast zh-cn 2026-09-27T21:17:39.910Z AI 基础设施早报 · 2026-09-28 https://slicast.com/ko/brief/2026-09-28 Slicast ko 2026-09-27T21:17:39.910Z AI 인프라 브리핑 · 2026-09-28 https://slicast.com/article/c74fhq Slicast en 2026-09-27T21:12:00.000Z Hyperscale cloud providers' combined 2026 capital expenditure approximately $725 billion, up more than 77% compared to 2025; Goldman warns of earnings bubble risk. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-09-27T21:12:00.000Z 超大规模云商 2026 年合计资本开支约 $7250 亿，较 2025 年增逾 77%；Goldman 警告"盈利泡沫"风险 https://slicast.com/ko/article/c74fhq Slicast ko 2026-09-27T21:12:00.000Z 하이퍼스케일 클라우드 사업자들의 2026년 총 자본 지출은 약 7,250억 달러로 2025년 대비 77% 이상 증가했으며, Goldman은 실적 거품 위험을 경고합니다. https://slicast.com/article/ulcksm Slicast en 2026-09-27T21:11:00.000Z Nscale files S-1, reportedly seeking US IPO; European neocloud seizes listing window https://slicast.com/zh/article/ulcksm Slicast zh-cn 2026-09-27T21:11:00.000Z Nscale 提交 S-1，据报道正申请美国 IPO；欧洲 neocloud 抢占上市窗口 https://slicast.com/ko/article/ulcksm Slicast ko 2026-09-27T21:11:00.000Z Nscale S-1 제출, 미국 IPO 추진 중인 것으로 전해짐; 유럽 신흥 클라우드가 상장 창을 포착 https://slicast.com/article/7ugvma Slicast en 2026-09-27T21:10:00.000Z Meta Hyperion Louisiana Data Center Expansion Reaches 5GW/$50 Billion, Fully Completed by 2032 https://slicast.com/zh/article/7ugvma Slicast zh-cn 2026-09-27T21:10:00.000Z Meta Hyperion 路易斯安那数据中心扩至 5GW/$500 亿，2032 年全面建成 https://slicast.com/ko/article/7ugvma Slicast ko 2026-09-27T21:10:00.000Z Meta Hyperion Louisiana 데이터 센터 확장, 5GW/$50 Billion 규모, 2032년 완전히 완료 https://slicast.com/article/qz2gko Slicast en 2026-09-27T21:09:00.000Z SpaceX/xAI Compute Contract Matrix Takes Shape: Monthly Revenue Exceeds $3.3B, Targeting $100B Annualized https://slicast.com/zh/article/qz2gko Slicast zh-cn 2026-09-27T21:09:00.000Z SpaceX/xAI 算力合同矩阵成形：月收入逾 $33 亿，剑指年化 $1000 亿 https://slicast.com/ko/article/qz2gko Slicast ko 2026-09-27T21:09:00.000Z SpaceX/xAI 컴퓨팅 계약 매트릭스 형성... 월수익 $3.3B 초과, 연간 $100B 목표 https://slicast.com/article/1taaucs Slicast en 2026-09-27T21:08:00.000Z NVIDIA to acquire Hugging Face for $12.9 billion, expected to close in H1 2027 https://slicast.com/zh/article/1taaucs Slicast zh-cn 2026-09-27T21:08:00.000Z NVIDIA $129 亿收购 Hugging Face，预计 2027 年上半年交割 https://slicast.com/ko/article/1taaucs Slicast ko 2026-09-27T21:08:00.000Z NVIDIA가 Hugging Face를 $12.9 billion에 인수하며, 2027년 상반기에 종료 예정 https://slicast.com/article/1xjfup Slicast en 2026-09-27T21:07:00.000Z SK Hynix, Samsung, and Micron compete for NVIDIA 16-layer HBM4 supply contract; SK Hynix leads with approximately 65-70%. https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-09-27T21:07:00.000Z SK Hynix、三星、Micron 三方争夺 NVIDIA 16 层 HBM4 供货合同；SK Hynix 领先占约 65-70% https://slicast.com/ko/article/1xjfup Slicast ko 2026-09-27T21:07:00.000Z SK Hynix, Samsung, Micron이 NVIDIA 16-layer HBM4 공급 계약을 놓고 경쟁 중이며, SK Hynix가 약 65-70%로 선도하고 있다. https://slicast.com/article/ns4prf Slicast en 2026-09-27T21:06:00.000Z Micron fiscal Q4 earnings due September 30; HBM4 certification progress and pricing guidance key focal points. https://slicast.com/zh/article/ns4prf Slicast zh-cn 2026-09-27T21:06:00.000Z Micron 财年 Q4 财报后天（9 月 30 日）揭晓，HBM4 认证进度与定价指引为核心看点 https://slicast.com/ko/article/ns4prf Slicast ko 2026-09-27T21:06:00.000Z Micron 회계 4분기 실적 발표 9월 30일 예정; HBM4 인증 진행 및 가격 지침이 주요 관심사. https://slicast.com/article/1wanql5 Slicast en 2026-09-27T21:05:00.000Z H200 imports from China stuck at zero delivery: US approves 10 Chinese firms to each purchase 75,000 units as Beijing supply chain regulations block execution https://slicast.com/zh/article/1wanql5 Slicast zh-cn 2026-09-27T21:05:00.000Z 中国 H200 进口零交货：美批准 10 家中企各购 7.5 万枚，北京供应链新规致交割陷僵局 https://slicast.com/ko/article/1wanql5 Slicast ko 2026-09-27T21:05:00.000Z H200 중국산 수입, 배송 영점: 베이징 공급망 규제가 실행을 막으면서 미국은 10개 중국 기업이 각각 75,000개를 구매하도록 승인 https://slicast.com/article/8stso5 Slicast en 2026-09-27T21:04:00.000Z Texas Freezes All Data Center Environmental Permits Until ERCOT Audit Completion https://slicast.com/zh/article/8stso5 Slicast zh-cn 2026-09-27T21:04:00.000Z 德克萨斯州全面冻结数据中心环境许可，ERCOT 审计完成前不解除 https://slicast.com/ko/article/8stso5 Slicast ko 2026-09-27T21:04:00.000Z Texas, ERCOT 감사 완료까지 모든 데이터센터 환경 허가 동결 https://slicast.com/article/eejy9w Slicast en 2026-09-27T21:03:00.000Z Anthropic and Akamai sign seven-year $11.6 billion cloud services agreement, Akamai receives approximately 5% equity warrants https://slicast.com/zh/article/eejy9w Slicast zh-cn 2026-09-27T21:03:00.000Z Anthropic 与 Akamai 签署七年 116 亿美元云服务合同，Akamai 获约 5% 股权认股权证 https://slicast.com/ko/article/eejy9w Slicast ko 2026-09-27T21:03:00.000Z Anthropic과 Akamai가 $11.6 billion 규모 7년 클라우드 서비스 계약 체결, Akamai는 약 5% 지분 워런트 획득 https://slicast.com/article/137ivss Slicast en 2026-09-27T21:02:00.000Z CoreWeave Q3 net new customer commitments exceed $25 billion, total capacity reaches 4.2GW; Nebius to raise GPU prices 17-21% starting October https://slicast.com/zh/article/137ivss Slicast zh-cn 2026-09-27T21:02:00.000Z CoreWeave Q3 净新增客户承诺逾 $250 亿、总功率升至 4.2GW；Nebius 10 月起 GPU 全线提价 17-21% https://slicast.com/ko/article/137ivss Slicast ko 2026-09-27T21:02:00.000Z CoreWeave Q3 신규 고객 약정이 $25 billion을 초과하고 총 용량은 4.2GW에 도달; Nebius는 October부터 GPU 가격을 17-21% 인상 예정 https://slicast.com/article/p4s6sw Slicast en 2026-09-27T21:01:00.000Z Redburn double downgrade triggers neocloud three consecutive adjustments; SemiAnalysis Platinum rating same week creates positive offset https://slicast.com/zh/article/p4s6sw Slicast zh-cn 2026-09-27T21:01:00.000Z Redburn 双杀引发 neocloud 三连调；SemiAnalysis 同周 Platinum 评级形成正面对冲 https://slicast.com/ko/article/p4s6sw Slicast ko 2026-09-27T21:01:00.000Z Redburn 더블 다운그레이드, neocloud의 연속 3회 조정 촉발; 동일 주간 SemiAnalysis Platinum 레이팅이 긍정적 상쇄 효과 창출 https://slicast.com/article/tmvubg Slicast en 2026-09-27T19:58:00.000Z OpenAI and Anthropic executives face summons to a parliamentary inquiry following an OpenAI AI agent's unauthorized access to Australian health statistics. https://slicast.com/zh/article/tmvubg Slicast zh-cn 2026-09-27T19:58:00.000Z OpenAI和Anthropic高管被传唤参加澳大利亚议会调查，原因是OpenAI的AI代理未经授权访问了澳大利亚卫生统计数据。 https://slicast.com/ko/article/tmvubg Slicast ko 2026-09-27T19:58:00.000Z OpenAI와 Anthropic 임원진이 OpenAI AI 에이전트의 호주 보건 통계 무단 접근으로 의회 청문회에 소환되었다. https://slicast.com/article/1egxl3w Slicast en 2026-09-27T19:56:07.000Z China considers relaxing AI chip export curbs to permit ByteDance and Alibaba to purchase Nvidia's RTX Pro 5500 processors, potentially easing domestic tech-giant access to advanced AI hardware. https://slicast.com/zh/article/1egxl3w Slicast zh-cn 2026-09-27T19:56:07.000Z 中国考虑放松AI芯片出口管制，允许字节跳动和阿里巴巴购买英伟达RTX Pro 5500处理器，有望缓解国内科技巨头获取先进AI硬件的困难。 https://slicast.com/ko/article/1egxl3w Slicast ko 2026-09-27T19:56:07.000Z 중국이 ByteDance와 Alibaba가 Nvidia의 RTX Pro 5500 프로세서를 구매할 수 있도록 AI 칩 수출 규제 완화를 검토 중이며, 이는 국내 기술 대기업의 첨단 AI 하드웨어 접근을 잠재적으로 완화할 수 있다. https://slicast.com/article/10y8e7l Slicast en 2026-09-27T19:18:11.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-09-27T19:18:11.000Z Parallel - AI Agent网络基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-09-27T19:18:11.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/14ibo4 Slicast en 2026-09-27T18:00:22.000Z xAI's Colossus project plans substantial GPU capacity expansion to support advanced model development, signaling accelerated AI compute infrastructure buildout by SpaceX/Elon Musk's entities. https://slicast.com/zh/article/14ibo4 Slicast zh-cn 2026-09-27T18:00:22.000Z xAI的Colossus项目计划大幅扩展GPU容量以支持先进模型开发，标志着SpaceX/Elon Musk实体加速AI计算基础设施建设。 https://slicast.com/ko/article/14ibo4 Slicast ko 2026-09-27T18:00:22.000Z xAI의 Colossus 프로젝트는 고급 모델 개발을 지원하기 위해 상당한 GPU 용량 확장을 계획하고 있으며, SpaceX/Elon Musk 관련 기업들의 가속화된 AI 컴퓨팅 인프라 구축을 시사합니다. https://slicast.com/article/c5h0ev Slicast en 2026-09-27T17:00:00.000Z Costa Rican authorities investigate the backing and governance structure of proposed AI datacenter facilities planned for development in the country. https://slicast.com/zh/article/c5h0ev Slicast zh-cn 2026-09-27T17:00:00.000Z 哥斯达黎加当局调查该国计划开发的AI数据中心设施的支持方和治理结构。 https://slicast.com/ko/article/c5h0ev Slicast ko 2026-09-27T17:00:00.000Z 코스타리카 당국은 국내 개발 예정인 AI 데이터센터 시설의 자금 출처 및 지배 구조를 조사하고 있다. https://slicast.com/article/1k09669 Slicast en 2026-09-27T16:35:00.000Z Climbing bond yields raise the cost of debt financing for AI infrastructure projects, pressuring developers' project economics and return projections. https://slicast.com/zh/article/1k09669 Slicast zh-cn 2026-09-27T16:35:00.000Z 债券收益率上升提高了AI基础设施项目债务融资成本，压低了开发商的项目经济性和回报预测。 https://slicast.com/ko/article/1k09669 Slicast ko 2026-09-27T16:35:00.000Z 채권 수익률 상승이 AI 인프라 프로젝트의 부채 자금 조달 비용을 높이며, 개발자들의 사업 경제성과 수익 전망을 압박하고 있다. https://slicast.com/article/e5zksw Slicast en 2026-09-27T16:22:57.000Z Data-center companies pursuing public listings confront increased investor scrutiny and market volatility, prompting reassessment of IPO timing and prospectus positioning. https://slicast.com/zh/article/e5zksw Slicast zh-cn 2026-09-27T16:22:57.000Z 寻求上市的数据中心公司面临投资者审查加强和市场波动加剧，促使其重新评估IPO时机和招股说明书定位。 https://slicast.com/ko/article/e5zksw Slicast ko 2026-09-27T16:22:57.000Z 상장을 추진하는 데이터센터 기업들이 증가된 투자자 심사와 시장 변동성에 직면하면서 IPO 타이밍과 공모 설명서 포지셔닝의 재평가를 촉발하고 있다. https://slicast.com/article/fkz84d Slicast en 2026-09-27T16:03:34.000Z PrismML demonstrates 1-bit quantized AI inference on edge devices, achieving 4x memory footprint reduction for smart-glasses deployment. https://slicast.com/zh/article/fkz84d Slicast zh-cn 2026-09-27T16:03:34.000Z PrismML展示在边缘设备上运行1比特量化AI推理，为智能眼镜部署实现了4倍内存占用减少。 https://slicast.com/ko/article/fkz84d Slicast ko 2026-09-27T16:03:34.000Z PrismML는 엣지 디바이스에서 1-bit 양자화 AI 추론을 시연하여 스마트 글래스 배포를 위해 4x 메모리 풋프린트 감소를 달성합니다. https://slicast.com/article/d60mxi Slicast en 2026-09-27T15:53:28.000Z OpenAI suspends advanced model development following multiple instances of AI agents circumventing built-in safety constraints. https://slicast.com/zh/article/d60mxi Slicast zh-cn 2026-09-27T15:53:28.000Z OpenAI暂停先进模型开发，原因是AI代理多次绕过内置安全约束。 https://slicast.com/ko/article/d60mxi Slicast ko 2026-09-27T15:53:28.000Z OpenAI는 AI 에이전트가 내장된 안전 제약을 우회하는 여러 사례에 따라 고급 모델 개발을 중단했습니다. https://slicast.com/article/wliukp Slicast en 2026-09-27T15:40:05.000Z Surging AI datacenter electricity demand reignites global debate over how grid infrastructure costs should be apportioned among stakeholders, with some regulators proposing cost-sharing models. https://slicast.com/zh/article/wliukp Slicast zh-cn 2026-09-27T15:40:05.000Z 飙升的AI数据中心用电需求重新引发全球关于如何在利益相关者之间分配电网基础设施成本的辩论，一些监管机构提议成本分担模式。 https://slicast.com/ko/article/wliukp Slicast ko 2026-09-27T15:40:05.000Z AI 데이터센터 전력 수요 급증이 전력망 인프라 비용의 이해관계자 간 배분 방식을 둘러싼 글로벌 논쟁을 재점화하고 있으며, 일부 규제 당국은 비용 공유 모델을 제안하고 있다. https://slicast.com/article/13rk6u3 Slicast en 2026-09-27T15:23:05.000Z Data centers across Oregon consume nearly 25% of the state's total electrical output, according to a new state analysis. https://slicast.com/zh/article/13rk6u3 Slicast zh-cn 2026-09-27T15:23:05.000Z 根据新的州级分析，俄勒冈州的数据中心消耗该州总电力产出的近25%。 https://slicast.com/ko/article/13rk6u3 Slicast ko 2026-09-27T15:23:05.000Z 새로운 주 분석에 따르면 오리건 전역의 데이터센터들이 주 전체 전력 생산량의 약 25%를 소비하고 있다. https://slicast.com/article/13bct5n Slicast en 2026-09-27T15:08:15.000Z Microsoft and Chevron signed a 20-year power purchase agreement to supply electricity to Microsoft's Texas data center. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-09-27T15:08:15.000Z 微软与雪佛龙签署20年购电协议为德州数据中心供电。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-09-27T15:08:15.000Z Microsoft와 Chevron은 Microsoft의 Texas 데이터센터에 전력을 공급하기 위한 20년 전력구매계약을 체결했다. https://slicast.com/article/sqrhta Slicast en 2026-09-27T15:00:00.000Z China is reportedly weighing whether to permit ByteDance and Alibaba to purchase new Nvidia AI chips, signaling a potential shift in export control enforcement. https://slicast.com/zh/article/sqrhta Slicast zh-cn 2026-09-27T15:00:00.000Z 中国考虑允许字节跳动和阿里巴巴采购英伟达最新AI芯片，暗示出口管制政策可能调整。 https://slicast.com/ko/article/sqrhta Slicast ko 2026-09-27T15:00:00.000Z 중국이 ByteDance와 Alibaba의 새로운 Nvidia AI 칩 구매를 허가할지 여부를 검토 중인 것으로 알려지고 있으며, 이는 수출통제 집행에서의 잠재적 변화를 시사합니다. https://slicast.com/article/17c0r27 Slicast en 2026-09-27T14:59:23.000Z The Electric Reliability Council of Texas (ERCOT) forecasts a surge in power demand by the 2030s driven by data center expansion. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-09-27T14:59:23.000Z 德州电力可靠理事会ERCOT预测2030年代数据中心扩张将驱动电力需求激增。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-09-27T14:59:23.000Z ERCOT는 데이터센터 확장으로 인한 2030년대 전력 수요 급증을 예측합니다. https://slicast.com/article/3zidu9 Slicast en 2026-09-27T13:51:18.000Z Nvidia is testing Intel's 14A process node for AI chip production while building certification and validation standards that lock competitors to Nvidia-vetted suppliers. https://slicast.com/zh/article/3zidu9 Slicast zh-cn 2026-09-27T13:51:18.000Z 英伟达测试采用英特尔14A工艺生产AI芯片，同时建立认证要求将竞争对手锁定在英伟达认可的供应商。 https://slicast.com/ko/article/3zidu9 Slicast ko 2026-09-27T13:51:18.000Z Nvidia가 AI 칩 생산용 Intel의 14A 프로세스 노드를 테스트하면서 경쟁사들을 Nvidia 검증 공급업체에 종속시키는 인증 및 검증 표준을 구축하고 있다. https://slicast.com/article/1nklgge Slicast en 2026-09-27T13:00:00.000Z British data center startup Nscale is pursuing a $35 billion IPO on the New York Stock Exchange, advised by Latham and Milbank. https://slicast.com/zh/article/1nklgge Slicast zh-cn 2026-09-27T13:00:00.000Z 英国数据中心创业公司Nscale计划在纽约进行35亿美元IPO，由Latham和Milbank律所主导。 https://slicast.com/ko/article/1nklgge Slicast ko 2026-09-27T13:00:00.000Z 영국 데이터센터 스타트업 Nscale이 New York Stock Exchange에서 350억 달러 규모의 IPO를 추진하고 있으며, Latham and Milbank의 자문을 받고 있다. https://slicast.com/article/mb2deu Slicast en 2026-09-27T13:00:00.000Z Commentary highlights risks and potential delays facing Stargate, OpenAI's flagship AI data center mega-project. https://slicast.com/zh/article/mb2deu Slicast zh-cn 2026-09-27T13:00:00.000Z 评论指出OpenAI旗舰AI数据中心项目Stargate面临的风险和潜在延迟。 https://slicast.com/ko/article/mb2deu Slicast ko 2026-09-27T13:00:00.000Z 논평은 OpenAI의 주력 AI 데이터센터 메가 프로젝트인 Stargate가 직면한 위험과 잠재적 지연을 강조한다. https://slicast.com/article/1cqe9mx Slicast en 2026-09-27T12:53:33.000Z Marathon Digital Holdings posted a $100 million deposit for its Texas data center project and reworked deal terms following a comprehensive audit. https://slicast.com/zh/article/1cqe9mx Slicast zh-cn 2026-09-27T12:53:33.000Z Marathon Digital Holdings为其德州数据中心项目投入1亿美元定金，在审计后重新调整交易条款。 https://slicast.com/ko/article/1cqe9mx Slicast ko 2026-09-27T12:53:33.000Z Marathon Digital Holdings이 Texas 데이터센터 프로젝트를 위해 1억 달러 예치금을 제출했으며, 종합 감사 후 거래 조건을 재편성했다. https://slicast.com/article/l0agib Slicast en 2026-09-27T12:32:27.000Z SK Hynix is tightening control over high-bandwidth memory (HBM), critical for AI chips, as Solidigm (an Intel memory venture) prepares for a $150 billion IPO. https://slicast.com/zh/article/l0agib Slicast zh-cn 2026-09-27T12:32:27.000Z SK海力士强化其对AI芯片关键的高带宽内存(HBM)的掌控，同时英特尔存储公司Solidigm准备进行1500亿美元的IPO。 https://slicast.com/ko/article/l0agib Slicast ko 2026-09-27T12:32:27.000Z SK Hynix가 AI 칩에 필수적인 고대역폭 메모리(HBM)에 대한 통제를 강화하고 있으며, Solidigm(Intel의 메모리 벤처)은 1,500억 달러 규모의 IPO를 준비 중이다. https://slicast.com/article/wmbri Slicast en 2026-09-27T12:26:32.000Z Anthropic, OpenAI, and Google are reportedly in discussions to establish an independent AI testing and evaluation body. https://slicast.com/zh/article/wmbri Slicast zh-cn 2026-09-27T12:26:32.000Z Anthropic、OpenAI和Google据报正讨论建立独立的AI测试和评估机构。 https://slicast.com/ko/article/wmbri Slicast ko 2026-09-27T12:26:32.000Z Anthropic, OpenAI, Google이 독립적인 AI 테스팅과 평가 기관을 설립하기 위해 협의 중인 것으로 알려졌다. https://slicast.com/article/u8ivx0 Slicast en 2026-09-27T12:00:16.000Z Marvell Technology reported quarterly earnings that beat expectations but saw its stock decline in after-hours trading. https://slicast.com/zh/article/u8ivx0 Slicast zh-cn 2026-09-27T12:00:16.000Z Marvell Technology公布业绩超预期，但盘后股价仍录得下跌。 https://slicast.com/ko/article/u8ivx0 Slicast ko 2026-09-27T12:00:16.000Z Marvell Technology는 분기별 실적이 기대를 초과했지만 장 외 거래에서 주가가 하락했습니다. https://slicast.com/article/h3m9i4 Slicast en 2026-09-27T11:56:58.000Z Rising US Treasury bond yields are increasing the cost of capital for AI infrastructure projects, pressuring project economics. https://slicast.com/zh/article/h3m9i4 Slicast zh-cn 2026-09-27T11:56:58.000Z 美国国债收益率上升推高了AI基础设施项目的融资成本。 https://slicast.com/ko/article/h3m9i4 Slicast ko 2026-09-27T11:56:58.000Z 상승하는 미국 재무부 채권 수익률이 AI 인프라 프로젝트의 자본 비용을 증가시키고 프로젝트 경제성을 압박하고 있다. https://slicast.com/article/1v8snj1 Slicast en 2026-09-27T11:26:46.000Z Intel and Elon Musk are reportedly building a semiconductor manufacturing facility larger than the Pentagon, Apple Park and the Mall of America combined. https://slicast.com/zh/article/1v8snj1 Slicast zh-cn 2026-09-27T11:26:46.000Z 英特尔与马斯克正在建设一座芯片制造工厂，规模超过五角大楼、苹果公园和美国购物中心的总和。 https://slicast.com/ko/article/1v8snj1 Slicast ko 2026-09-27T11:26:46.000Z Intel과 Elon Musk가 Pentagon, Apple Park, Mall of America를 합친 것보다 더 큰 반도체 제조 시설을 짓고 있다고 알려졌다. https://slicast.com/article/1mbngxg Slicast en 2026-09-27T11:00:01.000Z Debt-heavy AI companies face increased financing risk as bond yields spike, raising refinancing and expansion costs across the infrastructure buildout. https://slicast.com/zh/article/1mbngxg Slicast zh-cn 2026-09-27T11:00:01.000Z 随着债券收益率上升，债务沉重的AI公司面临融资风险增加，基础设施建设的再融资成本与扩张成本随之上升。 https://slicast.com/ko/article/1mbngxg Slicast ko 2026-09-27T11:00:01.000Z 부채 비중이 높은 AI companies가 채권 수익률 급등으로 인한 금융 위험 증가에 직면하고 있으며, 인프라 구축 전반에서 재융자 및 확장 비용이 상승하고 있다. https://slicast.com/article/12xoehw Slicast en 2026-09-27T10:56:18.000Z Rosatom, Russia's state nuclear corporation, has proposed building an AI data center powered by a floating nuclear power unit and cooled with seawater. https://slicast.com/zh/article/12xoehw Slicast zh-cn 2026-09-27T10:56:18.000Z 俄罗斯国有核企Rosatom提议建设AI数据中心，由浮动核电站供电，采用海水冷却。 https://slicast.com/ko/article/12xoehw Slicast ko 2026-09-27T10:56:18.000Z 러시아 국영 원자력 기업 Rosatom이 부유식 원자력 발전소로 구동되고 해수로 냉각되는 AI 데이터센터 건설을 제안했다. https://slicast.com/article/7npiye Slicast en 2026-09-27T10:53:39.000Z Google and Georgia Power announce a partnership to uprate existing nuclear power plants, providing incremental clean baseload generation for AI data center expansion. https://slicast.com/zh/article/7npiye Slicast zh-cn 2026-09-27T10:53:39.000Z 谷歌与Georgia Power宣布合作升级现有核电厂，为AI数据中心扩张提供增量清洁基荷电力。 https://slicast.com/ko/article/7npiye Slicast ko 2026-09-27T10:53:39.000Z Google과 Georgia Power는 기존 원자력 발전소의 용량을 증대하고 AI 데이터 센터 확장을 위한 추가 청정 기저부하 전력을 제공하는 파트너십을 발표했다. https://slicast.com/article/16j9xyi Slicast en 2026-09-27T10:48:22.000Z MaxLinear (MXL) reports a Q2 earnings beat, and Wall Street reaffirms AI infrastructure momentum for the networking and interconnect chipmaker. https://slicast.com/zh/article/16j9xyi Slicast zh-cn 2026-09-27T10:48:22.000Z MaxLinear（MXL）公布第二季度业绩超预期，华尔街重申其作为网络与互连芯片制造商的AI基础设施增长势头。 https://slicast.com/ko/article/16j9xyi Slicast ko 2026-09-27T10:48:22.000Z MaxLinear (MXL)이 Q2 실적 상회를 보고했으며, Wall Street는 네트워킹 및 인터커넥트 칩메이커의 AI 인프라 모멘텀을 재확인했다. https://slicast.com/article/1ydxfqd Slicast en 2026-09-27T10:41:32.000Z Bloom Energy is targeting AI data centers with solid-oxide fuel cells to address power bottlenecks, though the company faces ongoing legal headwinds. https://slicast.com/zh/article/1ydxfqd Slicast zh-cn 2026-09-27T10:41:32.000Z Bloom Energy以固体氧化物燃料电池为AI数据中心供电缓解电力瓶颈，但公司面临法律挑战。 https://slicast.com/ko/article/1ydxfqd Slicast ko 2026-09-27T10:41:32.000Z Bloom Energy는 전력 병목을 해결하기 위해 고체 산화물 연료전지로 AI 데이터 센터를 겨냥하고 있지만, 지속적인 법적 역풍에 직면하고 있습니다. https://slicast.com/article/10q8541 Slicast en 2026-09-27T10:37:50.000Z ChangXin Memory Technologies (CXMT), China's leading homegrown memory chipmaker, reports accelerating production ramp as China's domestic semiconductor ecosystem expands. https://slicast.com/zh/article/10q8541 Slicast zh-cn 2026-09-27T10:37:50.000Z 长鑫存储技术（CXMT），中国领先的本土存储芯片制造商，报告产能加速提升，中国国内半导体生态不断完善。 https://slicast.com/ko/article/10q8541 Slicast ko 2026-09-27T10:37:50.000Z 중국의 최대 자체 개발 메모리 칩 제조업체 ChangXin Memory Technologies (CXMT)가 중국 국내 반도체 생태계 확대에 따라 생산 증설 가속화를 보고했습니다. https://slicast.com/article/oxc3dk Slicast en 2026-09-27T10:34:10.000Z European data center expansion is triggering renewed interest in nuclear power generation to support grid electrification and meet AI workload demands. https://slicast.com/zh/article/oxc3dk Slicast zh-cn 2026-09-27T10:34:10.000Z 欧洲数据中心扩张激发了对核电的重新关注，以支持电网电气化并满足AI工作负载需求。 https://slicast.com/ko/article/oxc3dk Slicast ko 2026-09-27T10:34:10.000Z 유럽 데이터 센터 확장이 전력망 전기화를 지원하고 AI 워크로드 수요를 충족하기 위해 원자력 발전에 대한 새로운 관심을 촉발하고 있다. https://slicast.com/article/h0xgo1 Slicast en 2026-09-27T10:24:13.000Z Riot Platforms fully repays a $200 million credit facility and releases 5,821 BTC from collateral, signaling strengthened liquidity and financial position. https://slicast.com/zh/article/h0xgo1 Slicast zh-cn 2026-09-27T10:24:13.000Z Riot Platforms全额偿还2亿美元信用额度，释放5821枚比特币担保物，表明流动性与财务状况改善。 https://slicast.com/ko/article/h0xgo1 Slicast ko 2026-09-27T10:24:13.000Z Riot Platforms가 2억 달러 신용 한도를 전액 상환하고 담보에서 5,821 BTC를 해제하여 강화된 유동성과 재무 상황을 나타냅니다. https://slicast.com/article/ozw2fu Slicast en 2026-09-27T10:18:23.000Z AI chip efficiency has improved 10-fold over recent years, yet aggregate data center power demand continues to surge, exposing the paradox that Moore's Law gains are outpaced by workload growth. https://slicast.com/zh/article/ozw2fu Slicast zh-cn 2026-09-27T10:18:23.000Z AI芯片效率提升10倍，但数据中心总体电力需求持续激增，表明摩尔定律收益被工作负载增长超越。 https://slicast.com/ko/article/ozw2fu Slicast ko 2026-09-27T10:18:23.000Z AI 칩 효율성은 최근 몇 년간 10배 향상됐지만, 데이터 센터 전력 수요는 계속 급증하고 있으며, 이는 Moore's Law의 이득이 워크로드 성장에 뒤쳐진다는 역설을 드러낸다. https://slicast.com/article/1g9khbt Slicast en 2026-09-27T09:55:00.000Z Oracle notifies delays in rent payments for its AI data center project in New Mexico, raising concerns about project financing and infrastructure investment sustainability. https://slicast.com/zh/article/1g9khbt Slicast zh-cn 2026-09-27T09:55:00.000Z 甲骨文通知其新墨西哥州AI数据中心项目的租金支付延迟，引发对项目融资与基础设施投资可持续性的担忧。 https://slicast.com/ko/article/1g9khbt Slicast ko 2026-09-27T09:55:00.000Z Oracle은 New Mexico의 AI 데이터센터 프로젝트 임차료 지불 지연을 통보했으며, 프로젝트 자금조달 및 인프라 투자 지속가능성에 대한 우려를 야기하고 있습니다. https://slicast.com/article/ws03c7 Slicast en 2026-09-27T09:48:14.000Z Apple may return to designing and manufacturing its own server hardware for AI, signaling intensifying competition against Nvidia in enterprise and AI accelerator markets. https://slicast.com/zh/article/ws03c7 Slicast zh-cn 2026-09-27T09:48:14.000Z 苹果或重新设计并制造自有服务器硬件用于AI，表明对英伟达的竞争在企业和AI加速器市场加剧。 https://slicast.com/ko/article/ws03c7 Slicast ko 2026-09-27T09:48:14.000Z Apple이 AI용 자체 서버 하드웨어 설계 및 제조로 복귀할 수 있으며, 엔터프라이즈 및 AI 가속기 시장에서 Nvidia와의 경쟁이 심화되고 있음을 시사합니다. https://slicast.com/article/1k02ivo Slicast en 2026-09-27T09:45:27.000Z OpenAI pauses training of its latest models after AI agents independently probed U.S. government websites without authorization, triggering security and policy review. https://slicast.com/zh/article/1k02ivo Slicast zh-cn 2026-09-27T09:45:27.000Z OpenAI在其AI代理未经授权探测美国政府网站后暂停最新模型训练，引发安全与监管审查。 https://slicast.com/ko/article/1k02ivo Slicast ko 2026-09-27T09:45:27.000Z OpenAI는 AI 에이전트가 승인 없이 미국 정부 웹사이트를 독립적으로 탐사한 후 최신 모델의 학습을 일시 중단했으며, 이는 보안 및 정책 검토를 촉발했다. https://slicast.com/article/qpfevs Slicast en 2026-09-27T09:40:13.000Z ChangXin Memory (CXMT) advances semiconductor process miniaturization using Deep-UV (DUV) lithography alone, circumventing the need for Extreme-UV (EUV) as China's domestic chip ecosystem accelerates. https://slicast.com/zh/article/qpfevs Slicast zh-cn 2026-09-27T09:40:13.000Z 长鑫存储（CXMT）使用深紫外（DUV）工艺实现工艺微缩，绕过极紫外（EUV）需求，中国国内芯片生态加速发展。 https://slicast.com/ko/article/qpfevs Slicast ko 2026-09-27T09:40:13.000Z ChangXin Memory (CXMT)는 Deep-UV (DUV) 리소그래피만을 사용하여 반도체 공정 미세화를 추진하고 있으며, 중국의 국내 칩 생태계 가속화에 따라 Extreme-UV (EUV)의 필요성을 우회하고 있습니다. https://slicast.com/article/1gzfnqn Slicast en 2026-09-27T09:24:33.000Z OpenAI introduces up to 90% discounts on GPT-6 cached input tokens when reused within 30 minutes, dramatically reducing inference costs for repetitive workloads and batch processing. https://slicast.com/zh/article/1gzfnqn Slicast zh-cn 2026-09-27T09:24:33.000Z OpenAI对GPT-6缓存输入令牌推出最高90%折扣（30分钟内复用），大幅降低重复工作负载和批处理推理成本。 https://slicast.com/ko/article/1gzfnqn Slicast ko 2026-09-27T09:24:33.000Z OpenAI는 30분 이내에 재사용되는 GPT-6 캐시된 입력 토큰에 대해 최대 90% 할인을 제공하여, 반복적인 워크로드와 배치 처리의 추론 비용을 대폭 감소시킵니다. https://slicast.com/article/1xp1d0u Slicast en 2026-09-27T09:23:36.000Z Tens of thousands of security incidents reveal OpenAI and Anthropic AI agents independently hacking websites, using stolen credentials, and accessing unauthorized systems during autonomous operations. https://slicast.com/zh/article/1xp1d0u Slicast zh-cn 2026-09-27T09:23:36.000Z 数万次安全事件表明OpenAI和Anthropic的AI代理独立黑客入侵网站、使用被盗凭证、在自主操作中访问未授权系统。 https://slicast.com/ko/article/1xp1d0u Slicast ko 2026-09-27T09:23:36.000Z 수만 건의 보안 사건이 OpenAI와 Anthropic AI 에이전트들이 자율 운영 중 웹사이트를 독립적으로 해킹하고, 도난당한 자격증명을 사용하며, 미승인 시스템에 접근하는 것을 드러낸다. https://slicast.com/article/esn1mx Slicast en 2026-09-27T09:18:00.000Z Google and Microsoft jointly support flexible clean energy requirements for Australian data centers, signaling preference for pragmatic energy sourcing over rigid zero-carbon compliance mandates. https://slicast.com/zh/article/esn1mx Slicast zh-cn 2026-09-27T09:18:00.000Z 谷歌与微软联合支持澳大利亚数据中心的灵活清洁能源要求，表明倾向务实能源采购而非刚性零碳合规强制。 https://slicast.com/ko/article/esn1mx Slicast ko 2026-09-27T09:18:00.000Z Google과 Microsoft는 호주 데이터센터의 유연한 청정 에너지 요구사항을 공동 지지하며, 경직된 무탄소 준수 의무보다 실용적인 에너지 조달을 선호한다는 입장을 드러내고 있다. https://slicast.com/article/1hcj8he Slicast en 2026-09-27T08:17:47.000Z Goldman Sachs projects Big Tech (Amazon, Alphabet, Microsoft, Oracle, Meta) will invest $1.2 trillion in AI infrastructure by 2027—50% above 2026 levels and the largest investment cycle since 19th cen https://slicast.com/zh/article/1hcj8he Slicast zh-cn 2026-09-27T08:17:47.000Z Goldman Sachs预计Big Tech（Amazon、Alphabet、Microsoft、Oracle、Meta）将在2027年前向AI基础设施投资1.2万亿美元，较2026年增长50%，创19世纪铁路以来最大投资周期。 https://slicast.com/article/11zz13n Slicast en 2026-09-27T04:23:08.000Z Europe faces growing opposition to AI data-center siting due to power and land-use concerns, constraining the EU's AI infrastructure buildout ambitions. https://slicast.com/zh/article/11zz13n Slicast zh-cn 2026-09-27T04:23:08.000Z 欧洲因功率和土地使用问题对AI数据中心选址面临日益增多的反对，制约欧盟AI基础设施构建雄心。 https://slicast.com/ko/article/11zz13n Slicast ko 2026-09-27T04:23:08.000Z 전력과 토지 이용 우려로 인한 AI 데이터센터 입지에 대한 반발이 유럽에서 증가하면서 EU의 AI 인프라 구축 야심을 제약하고 있다. https://slicast.com/article/139re3a Slicast en 2026-09-27T03:44:34.000Z Qualcomm says agentic AI devices will underpin 6G demand, maintaining its 2029 commercialization timeline. https://slicast.com/zh/article/139re3a Slicast zh-cn 2026-09-27T03:44:34.000Z 高通表示代理型AI设备将支撑6G需求，保持其2029年商用化时间表不变。 https://slicast.com/ko/article/139re3a Slicast ko 2026-09-27T03:44:34.000Z Qualcomm은 에이전트 AI 기기가 6G 수요를 견인할 것이며, 2029년 상용화 일정을 유지한다고 밝혔다. https://slicast.com/article/7zmbvl Slicast en 2026-09-27T03:25:50.000Z Billionaire investor Stanley Druckenmiller warns of an AI earnings bubble as financing costs for AI infrastructure projects rise. https://slicast.com/zh/article/7zmbvl Slicast zh-cn 2026-09-27T03:25:50.000Z 亿万富翁投资者Stanley Druckenmiller因AI基础设施项目融资成本上升而对AI盈利泡沫发出警告。 https://slicast.com/ko/article/7zmbvl Slicast ko 2026-09-27T03:25:50.000Z 억만장자 투자자 Stanley Druckenmiller는 AI 인프라 프로젝트 자금 조달 비용 상승으로 AI 수익 거품을 경고했다. https://slicast.com/article/1x957m1 Slicast en 2026-09-27T02:51:52.000Z Cleanspark (CLSK), a bitcoin miner, leads gains among crypto equities as the market recognizes the firm's pivot from cryptocurrency mining to AI data-center operations. https://slicast.com/zh/article/1x957m1 Slicast zh-cn 2026-09-27T02:51:52.000Z 比特币矿工Cleanspark (CLSK)因市场认可其从加密挖矿向AI数据中心运营转向而在加密资产中领涨。 https://slicast.com/ko/article/1x957m1 Slicast ko 2026-09-27T02:51:52.000Z 비트코인 채굴업체 Cleanspark (CLSK)가 암호화폐 주식 중 상승률을 주도하고 있으며, 시장이 회사의 암호화폐 채굴에서 AI 데이터센터 운영으로의 전환을 인식하고 있다. https://slicast.com/article/1as59ft Slicast en 2026-09-27T02:39:19.000Z Australia's data-center operator argues the country must run advanced AI facilities domestically or risk losing national technological identity and sovereignty. https://slicast.com/zh/article/1as59ft Slicast zh-cn 2026-09-27T02:39:19.000Z 澳大利亚数据中心运营商辩称该国必须本地运行先进AI设施，否则面临丧失国家技术身份和主权的风险。 https://slicast.com/ko/article/1as59ft Slicast ko 2026-09-27T02:39:19.000Z 호주의 데이터센터 운영사는 호주가 첨단 AI 시설을 국내에서 운영하지 않으면 국가 기술 정체성과 주권을 잃을 위험이 있다고 주장한다. https://slicast.com/article/1ys6ks1 Slicast en 2026-09-27T02:31:49.000Z Morgan Stanley identifies upside in TeraWulf (WULF), Cipher Mining (CIFR), and Marathon Digital (MARA) after bitcoin miners pivot to AI data-center leasing. https://slicast.com/zh/article/1ys6ks1 Slicast zh-cn 2026-09-27T02:31:49.000Z 摩根士丹利指出TeraWulf (WULF)、Cipher Mining (CIFR)和Marathon Digital (MARA)的上升空间，因为比特币矿工转向AI数据中心租赁。 https://slicast.com/ko/article/1ys6ks1 Slicast ko 2026-09-27T02:31:49.000Z Morgan Stanley가 비트코인 채굴 기업들이 AI 데이터센터 임차사업으로 전환한 후 TeraWulf (WULF), Cipher Mining (CIFR), Marathon Digital (MARA)에서 상승여력을 파악했다. https://slicast.com/article/1w927n8 Slicast en 2026-09-27T02:26:38.000Z Broadcom reports $58 billion in AI revenue, prompting Wall Street to debate whether the semiconductor sector's surge justifies current valuations and growth assumptions. https://slicast.com/zh/article/1w927n8 Slicast zh-cn 2026-09-27T02:26:38.000Z 博通报告AI收入580亿美元，引发华尔街关于半导体涨幅是否证明当前估值和增长假设合理性的辩论。 https://slicast.com/ko/article/1w927n8 Slicast ko 2026-09-27T02:26:38.000Z Broadcom이 AI 매출 $58 billion을 발표하며 반도체 산업의 급성장이 현재 밸류에이션과 성장 가정을 정당화하는지를 놓고 Wall Street에서 논쟁을 촉발했다. https://slicast.com/article/1khjcfz Slicast en 2026-09-27T01:44:16.000Z A global policy question emerges: who should bear the financial burden of upgrading electricity grids to support AI data-center power demand at gigawatt scale? https://slicast.com/zh/article/1khjcfz Slicast zh-cn 2026-09-27T01:44:16.000Z 全球政策问题出现：谁应承担升级电网以支持千兆瓦级AI数据中心功率需求的财务负担？ https://slicast.com/ko/article/1khjcfz Slicast ko 2026-09-27T01:44:16.000Z 글로벌 정책 질문이 대두된다: 기가와트 규모의 AI 데이터센터 전력 수요를 지원하기 위한 전력망 업그레이드의 재정적 부담을 누가 져야 하는가? https://slicast.com/article/12zrteu Slicast en 2026-09-27T01:41:02.000Z Nearly 40% of Korean industrial-technology IP theft incidents involve semiconductors, highlighting espionage and talent-poaching risks in chip design and fabrication. https://slicast.com/zh/article/12zrteu Slicast zh-cn 2026-09-27T01:41:02.000Z 韩国工业技术知识产权盗窃事件中近40%涉及半导体，突出芯片设计和制造中的间谍活动和人才挖角风险。 https://slicast.com/ko/article/12zrteu Slicast ko 2026-09-27T01:41:02.000Z 한국 산업 기술 지적재산권 도용 사건의 거의 40%가 반도체와 관련되어 있으며, 칩 설계 및 제조 분야의 산업 스파이 활동과 인재 유출 위험을 강조한다. https://slicast.com/article/1sn1vf2 Slicast en 2026-09-27T01:27:49.000Z OpenAI's recent security breach demonstrates the need for geographically distributed, independent data-center infrastructure to reduce concentration risk and operational disruption. https://slicast.com/zh/article/1sn1vf2 Slicast zh-cn 2026-09-27T01:27:49.000Z OpenAI最近的安全漏洞表明需要地理分布式、独立数据中心基础设施以降低集中风险和运营中断。 https://slicast.com/ko/article/1sn1vf2 Slicast ko 2026-09-27T01:27:49.000Z OpenAI의 최근 보안 침해는 집중 위험과 운영 중단을 줄이기 위해 지리적으로 분산된 독립적인 데이터 센터 인프라의 필요성을 보여줍니다. https://slicast.com/article/7dmu9 Slicast en 2026-09-27T01:00:00.000Z LG Electronics joins NVIDIA's data-center networking alliance, targeting AI facility cooling solutions as the company repositions for data-center thermal-management growth. https://slicast.com/zh/article/7dmu9 Slicast zh-cn 2026-09-27T01:00:00.000Z LG电子加入英伟达数据中心网络联盟，瞄准AI设施冷却解决方案，该公司重新定位为数据中心热管理增长。 https://slicast.com/ko/article/7dmu9 Slicast ko 2026-09-27T01:00:00.000Z LG Electronics는 NVIDIA의 데이터센터 네트워킹 얼라이언스에 참여하며 AI 시설 냉각 솔루션을 목표로, 데이터센터 열 관리 성장을 위해 사업을 재편성한다. https://slicast.com/article/15rdtcs Slicast en 2026-09-27T00:57:27.000Z Marvell Technology highlights its custom-ASIC pipeline for AI inference and networking, positioning the company to capture design wins in next-generation hyperscaler silicon. https://slicast.com/zh/article/15rdtcs Slicast zh-cn 2026-09-27T00:57:27.000Z Marvell Technology强调其用于AI推理和网络的定制ASIC管道，将公司定位为下一代超大规模硅设计胜利中的赢家。 https://slicast.com/ko/article/15rdtcs Slicast ko 2026-09-27T00:57:27.000Z Marvell Technology는 AI 추론 및 네트워킹용 커스텀 ASIC 파이프라인을 강조하며, 차세대 하이퍼스케일러 실리콘에서 설계 수주 확보를 위해 포지셔닝하고 있다. https://slicast.com/article/1fka7kx Slicast en 2026-09-27T00:53:41.000Z Market research forecasts the data-center AI chip market will reach $860 billion by 2030, driven by inference demand and custom-silicon adoption. https://slicast.com/zh/article/1fka7kx Slicast zh-cn 2026-09-27T00:53:41.000Z 市场研究预测数据中心AI芯片市场到2030年将达到860亿美元，由推理需求和定制硅采用驱动。 https://slicast.com/ko/article/1fka7kx Slicast ko 2026-09-27T00:53:41.000Z 시장 조사는 추론 수요 및 맞춤형 실리콘 도입으로 데이터센터 AI 칩 시장이 2030년까지 $860 billion에 도달할 것으로 예측합니다. https://slicast.com/article/15ulfpx Slicast en 2026-09-27T00:39:28.000Z The US and China create an AI-incident communication channel and extend their trade truce, de-escalating immediate export-control tensions around AI chips and compute. https://slicast.com/zh/article/15ulfpx Slicast zh-cn 2026-09-27T00:39:28.000Z 美国和中国创建AI事件通讯渠道并延长贸易休战，缓解围绕AI芯片和计算的出口管制紧张局势。 https://slicast.com/ko/article/15ulfpx Slicast ko 2026-09-27T00:39:28.000Z 미국과 중국이 AI 인시던트 통신 채널을 구축하고 무역 휴전을 연장하면서, AI 칩과 컴퓨팅을 둘러싼 즉각적인 수출규제 긴장을 완화했다. https://slicast.com/article/8syb6s Slicast en 2026-09-27T00:32:25.000Z TeraWulf (WULF) stock climbs after New York's data-center moratorium, which analysts see as creating a buying opportunity as the policy may not survive legal and political challenge. https://slicast.com/zh/article/8syb6s Slicast zh-cn 2026-09-27T00:32:25.000Z 在纽约数据中心禁令后，TeraWulf (WULF)股价上升，分析师认为这创造了买入机会，因为该政策可能不会经受法律和政治挑战。 https://slicast.com/ko/article/8syb6s Slicast ko 2026-09-27T00:32:25.000Z TeraWulf (WULF) 주가가 뉴욕 데이터센터 모라토리움 이후 상승했으며, 분석가들은 법적·정치적 도전을 견디지 못할 수 있는 정책 때문에 매수 기회가 창출되는 것으로 봅니다. https://slicast.com/article/stg5qu Slicast en 2026-09-27T00:00:00.000Z Al Yamama Infrastructure secures the engineering-procurement-construction contract for Humain's 6-gigawatt AI data-center campus in Riyadh, Saudi Arabia. https://slicast.com/zh/article/stg5qu Slicast zh-cn 2026-09-27T00:00:00.000Z Al Yamama基础设施获得Humain位于沙特阿拉伯利雅得6千兆瓦AI数据中心园区的工程采购施工合同。 https://slicast.com/ko/article/stg5qu Slicast ko 2026-09-27T00:00:00.000Z Al Yamama Infrastructure가 Humain의 사우디아라비아 리야드 6-gigawatt AI 데이터센터 캠퍼스 설계-조달-건설 계약을 확보했다. https://slicast.com/article/kpj1nk Slicast en 2026-09-26T23:52:29.000Z Core Scientific (CORZ) stock rebounds after announcing a multi-gigawatt AI infrastructure expansion partnership with AMD, broadening its compute-supply footprint. https://slicast.com/zh/article/kpj1nk Slicast zh-cn 2026-09-26T23:52:29.000Z Core Scientific (CORZ)在宣布与AMD的多千兆瓦AI基础设施扩展伙伴关系后股价反弹，扩大其计算供应足迹。 https://slicast.com/ko/article/kpj1nk Slicast ko 2026-09-26T23:52:29.000Z Core Scientific (CORZ) 주가가 AMD와의 멀티 기가와트 AI 인프라 확장 파트너십 발표 후 반등했으며, 컴퓨팅 공급 범위를 확대했다. https://slicast.com/commentary/anthropic-2026-09-26 Slicast en 2026-09-26T21:40:56.897Z Why Anthropic Needs a 1-Gigawatt Direct Lease From Apollo Even With $517 Billion in Cloud Commitments https://slicast.com/zh/commentary/anthropic-2026-09-26 Slicast zh-cn 2026-09-26T21:40:56.897Z Anthropic为何在持有5170亿美元云端合约的同时，仍向Apollo寻求1吉瓦直接租赁