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 https://slicast.com/commentary/openai-2026-09-26 Slicast en 2026-09-26T21:33:03.898Z OpenAI Agent Security Breach, September 2026 https://slicast.com/zh/commentary/openai-2026-09-26 Slicast zh-cn 2026-09-26T21:33:03.898Z OpenAI智能体安全失控事件，2026年9月 https://slicast.com/commentary/bloom-energy-2026-09-26 Slicast en 2026-09-26T21:24:49.484Z Bloom Energy Stock, September 2026: Oracle Reaffirms 2.4 GW Contract After Force Majeure Scare https://slicast.com/zh/commentary/bloom-energy-2026-09-26 Slicast zh-cn 2026-09-26T21:24:49.484Z Bloom Energy股票，2026年9月：甲骨文确认2.4吉瓦合同，不可抗力争议化解 https://slicast.com/brief/2026-09-27 Slicast en 2026-09-26T21:16:37.292Z AI Infrastructure Briefing — 2026-09-27 https://slicast.com/zh/brief/2026-09-27 Slicast zh-cn 2026-09-26T21:16:37.292Z AI 基础设施早报 · 2026-09-27 https://slicast.com/ko/brief/2026-09-27 Slicast ko 2026-09-26T21:16:37.292Z AI 인프라 브리핑 · 2026-09-27 https://slicast.com/article/68p8s8 Slicast en 2026-09-26T21:11:00.000Z Nvidia weighs $250 billion guarantee so OpenAI can lease SoftBank's 10-gigawatt Ohio campus https://slicast.com/zh/article/68p8s8 Slicast zh-cn 2026-09-26T21:11:00.000Z OpenAI/NVIDIA 俄亥俄州10 GW 园区:NVIDIA 据报提供约 $2500亿融资担保,首期2028年投产 https://slicast.com/ko/article/68p8s8 Slicast ko 2026-09-26T21:11:00.000Z 엔비디아, OpenAI의 SoftBank 10기가와트 오하이오 캠퍼스 임차를 위해 $250 billion 보증 검토 https://slicast.com/article/50z6ww Slicast en 2026-09-26T21:10:00.000Z IREN stock falls 2.23 percent as FY26 loss hits USD 702.6 million https://slicast.com/zh/article/50z6ww Slicast zh-cn 2026-09-26T21:10:00.000Z IREN FY2026:AI 云营收首次超越比特币挖矿,但净亏损 $7.03亿(主因非现金减值) https://slicast.com/ko/article/50z6ww Slicast ko 2026-09-26T21:10:00.000Z FY26 손실이 USD 702.6 백만에 달하면서 IREN 주식이 2.23% 하락했다 https://slicast.com/article/1onrds8 Slicast en 2026-09-26T21:08:00.000Z Micron Earnings Outlook: What to Watch Ahead of the September 30 Report https://slicast.com/zh/article/1onrds8 Slicast zh-cn 2026-09-26T21:08:00.000Z Micron 9月30日发布 FY2026 Q4 财报,共识营收 $512亿,HBM4 进展是核心变量 https://slicast.com/ko/article/1onrds8 Slicast ko 2026-09-26T21:08:00.000Z Micron 실적 전망: September 30 실적 발표를 앞두고 주목할 사항 https://slicast.com/article/o74irp Slicast en 2026-09-26T21:07:00.000Z Meta's Muse AI agent downloads are surging. Here's how it compares to ChatGPT, Grok and Claude https://slicast.com/zh/article/o74irp Slicast zh-cn 2026-09-26T21:07:00.000Z Meta Muse AI Agent 两周下载2.8M,超越 ChatGPT 2023年发布速度,Agent 工作负载重塑算力需求 https://slicast.com/ko/article/o74irp Slicast ko 2026-09-26T21:07:00.000Z Meta의 Muse AI 에이전트 다운로드 급증. ChatGPT, Grok, Claude와의 비교 https://slicast.com/article/46ufr4 Slicast en 2026-09-26T21:06:00.000Z AMD hits $1 trillion market cap for the first time after stock surge https://slicast.com/zh/article/46ufr4 Slicast zh-cn 2026-09-26T21:06:00.000Z AMD 突破 $1 万亿市值里程碑,成第四家跻身万亿美元的美国芯片商 https://slicast.com/ko/article/46ufr4 Slicast ko 2026-09-26T21:06:00.000Z AMD, 주가 급등으로 처음 1조 달러 시가총액 달성 https://slicast.com/article/ui9tij Slicast en 2026-09-26T21:03:00.000Z AI Bond Wave Drives Treasury Yields to 22-Year Highs https://slicast.com/zh/article/ui9tij Slicast zh-cn 2026-09-26T21:03:00.000Z AI 发债潮将美国10年期国债收益率推至5.23%,算力板块估值面临系统性重定价 https://slicast.com/ko/article/ui9tij Slicast ko 2026-09-26T21:03:00.000Z AI 채권 열풍이 국고채 수익률을 22년 만의 최고치로 견인 https://slicast.com/article/66qjsy Slicast en 2026-09-26T21:01:00.000Z Neocloud Stocks Fall as Selling Extends After a Week of Research Notes https://slicast.com/zh/article/66qjsy Slicast zh-cn 2026-09-26T21:01:00.000Z Redburn余震未散,IREN/CoreWeave/Nebius三连跌,GPU定价与融资双杀逻辑持续发酵 https://slicast.com/ko/article/66qjsy Slicast ko 2026-09-26T21:01:00.000Z Neocloud 주가 하락, 투자의견 이후 매도세 지속 https://slicast.com/article/12g3hga Slicast en 2026-09-26T20:49:58.000Z Ault & Company commits $55 million to Hyperscale Data, a data center infrastructure company, increasing exposure to AI data center buildout. https://slicast.com/zh/article/12g3hga Slicast zh-cn 2026-09-26T20:49:58.000Z Ault & Company向超大规模数据公司Hyperscale Data投入5,500万美元，扩大对AI数据中心基础设施的敞口。 https://slicast.com/ko/article/12g3hga Slicast ko 2026-09-26T20:49:58.000Z Ault & Company가 데이터 센터 인프라 회사인 Hyperscale Data에 $55 million을 투자하며 AI 데이터 센터 구축에 대한 노출을 확대한다. https://slicast.com/article/1u8brmk Slicast en 2026-09-26T20:48:52.000Z AI infrastructure company Nscale raises $3.36 billion in a pre-IPO convertible financing round led by Third Point, signaling momentum toward public markets. https://slicast.com/zh/article/1u8brmk Slicast zh-cn 2026-09-26T20:48:52.000Z AI基础设施公司Nscale获得由Third Point领导的33.6亿美元IPO前可转债融资，预示其向公开市场的发展势头。 https://slicast.com/ko/article/1u8brmk Slicast ko 2026-09-26T20:48:52.000Z AI 인프라 회사 Nscale이 Third Point가 주도하는 IPO 전 전환 가능 금융 라운드에서 $3.36 billion을 모금하며 공개 시장 진출을 향한 모멘텀을 나타낸다. https://slicast.com/article/156ykfv Slicast en 2026-09-26T20:41:11.000Z TrendForce forecasts global data center power demand will reach 161 gigawatts in 2026, driven by AI infrastructure expansion. https://slicast.com/zh/article/156ykfv Slicast zh-cn 2026-09-26T20:41:11.000Z 研究机构TrendForce预测2026年全球数据中心电力需求将达161吉瓦，由AI基础设施建设驱动。 https://slicast.com/ko/article/156ykfv Slicast ko 2026-09-26T20:41:11.000Z TrendForce는 AI 인프라 확장에 따라 글로벌 데이터 센터 전력 수요가 2026년 161 기가와트에 도달할 것으로 예측합니다. https://slicast.com/article/9vq2z8 Slicast en 2026-09-26T19:10:08.000Z US export controls on AI chips were not a key topic during the Xi-Trump summit, per South China Morning Post analysis, signaling de-escalation. https://slicast.com/zh/article/9vq2z8 Slicast zh-cn 2026-09-26T19:10:08.000Z 据《南华早报》报道，美国对AI芯片的出口管制在习特峰会中着墨不多，显示双方立场缓和。 https://slicast.com/ko/article/9vq2z8 Slicast ko 2026-09-26T19:10:08.000Z South China Morning Post 분석에 따르면 미국의 AI 칩 수출 규제는 Xi-Trump 정상회담 중 핵심 의제가 아니었으며, 이는 긴장 완화를 시사한다. https://slicast.com/article/9nmo14 Slicast en 2026-09-26T19:02:35.000Z Oracle's data center expansion plans reassess force majeure risks, reshaping the thesis for AI infrastructure investment and deployment timing. https://slicast.com/zh/article/9nmo14 Slicast zh-cn 2026-09-26T19:02:35.000Z Oracle的数据中心扩建计划重新评估不可抗力风险，改变了AI基础设施投资论题。 https://slicast.com/ko/article/9nmo14 Slicast ko 2026-09-26T19:02:35.000Z Oracle의 데이터 센터 확장 계획이 불가항력 위험을 재평가하면서 AI 인프라 투자 및 배포 시기에 대한 투자 논리를 재정의하고 있습니다. https://slicast.com/article/j5iad5 Slicast en 2026-09-26T18:09:23.000Z European data centers are positioned as strategic assets for digital sovereignty, responding to hyperscaler concentration in US cloud platforms. https://slicast.com/zh/article/j5iad5 Slicast zh-cn 2026-09-26T18:09:23.000Z 欧洲数据中心被定位为战略资产，旨在实现数字主权，应对美国云计算主导地位。 https://slicast.com/ko/article/j5iad5 Slicast ko 2026-09-26T18:09:23.000Z 유럽 데이터 센터는 디지털 주권을 위한 전략적 자산으로 위치하고 있으며, US 클라우드 플랫폼의 하이퍼스케일러 집중화에 대응한다. https://slicast.com/article/nre1yp Slicast en 2026-09-26T17:58:22.000Z Schneider Electric obtains UL 2755 certification for modular data center solutions, enabling standardized, accelerated deployments. https://slicast.com/zh/article/nre1yp Slicast zh-cn 2026-09-26T17:58:22.000Z Schneider Electric获得UL 2755认证，推动模块化数据中心的标准化和快速部署。 https://slicast.com/ko/article/nre1yp Slicast ko 2026-09-26T17:58:22.000Z Schneider Electric이 모듈식 데이터 센터 솔루션용 UL 2755 인증을 획득했으며, 표준화되고 가속화된 배포를 가능하게 한다. https://slicast.com/article/d0z5tb Slicast en 2026-09-26T17:10:14.000Z Bitcoin miner Hut 8 acquires two Texas data centers for $140 million, pivoting legacy mining infrastructure into AI and HPC hosting. https://slicast.com/zh/article/d0z5tb Slicast zh-cn 2026-09-26T17:10:14.000Z 比特币矿企Hut 8以1.4亿美元收购两家德州数据中心，将遗留矿业基础设施转向AI和高性能计算托管。 https://slicast.com/ko/article/d0z5tb Slicast ko 2026-09-26T17:10:14.000Z 비트코인 채굴사 Hut 8이 텍사스 데이터센터 2곳을 1억 4천만 달러에 인수하며 기존 채굴 인프라를 AI 및 HPC 호스팅으로 전환하고 있다. https://slicast.com/article/5rvqr4 Slicast en 2026-09-26T16:50:20.000Z Bloom Energy's force majeure claim is resolved, clearing regulatory path for Oracle's 2.4-gigawatt AI data center buildout. https://slicast.com/zh/article/5rvqr4 Slicast zh-cn 2026-09-26T16:50:20.000Z Bloom Energy的不可抗力索赔得以解决，为Oracle 2.4吉瓦AI数据中心建设项目扫除监管障碍。 https://slicast.com/ko/article/5rvqr4 Slicast ko 2026-09-26T16:50:20.000Z Bloom Energy의 불가항력 청구가 해결되어 Oracle의 2.4기가와트 AI 데이터센터 구축을 위한 규제 경로가 제거되었다. https://slicast.com/article/156i2g0 Slicast en 2026-09-26T16:47:31.000Z Elon Musk predicts China will overcome its AI chip shortage through domestic production advances within 2-3 years, despite US export controls. https://slicast.com/zh/article/156i2g0 Slicast zh-cn 2026-09-26T16:47:31.000Z 埃隆·马斯克预测中国将在2-3年内克服AI芯片短缺，依靠国产产能提升，尽管有美国出口管制。 https://slicast.com/ko/article/156i2g0 Slicast ko 2026-09-26T16:47:31.000Z Elon Musk는 US 수출 규제에도 불구하고 China가 국내 생산 기술 발전을 통해 2-3년 내 AI 칩 부족을 극복할 것으로 예측했다. https://slicast.com/article/hlfvod Slicast en 2026-09-26T16:30:00.000Z Bitcoin miner CleanSpark closes $2.276 billion debt financing to fund expansion into AI and HPC data center operations. https://slicast.com/zh/article/hlfvod Slicast zh-cn 2026-09-26T16:30:00.000Z 比特币矿企CleanSpark完成22.76亿美元债务融资，用于扩张AI和高性能计算数据中心业务。 https://slicast.com/ko/article/hlfvod Slicast ko 2026-09-26T16:30:00.000Z 비트코인 채굴업체 CleanSpark가 AI 및 HPC 데이터센터 운영 확장을 위해 $2.276 billion 규모 채무 자금 조달을 완료했다. https://slicast.com/article/2bkuyw Slicast en 2026-09-26T15:54:00.000Z Enphase Energy showcases inverter and battery solutions for AI data center backup power, positioning solar-plus-storage for grid-edge compute sites. https://slicast.com/zh/article/2bkuyw Slicast zh-cn 2026-09-26T15:54:00.000Z Enphase Energy展示其逆变器和电池解决方案为AI数据中心提供备用电力，将太阳能加储能定位于网络边缘计算站点。 https://slicast.com/ko/article/2bkuyw Slicast ko 2026-09-26T15:54:00.000Z Enphase Energy는 AI 데이터센터 백업 전원용 인버터 및 배터리 솔루션을 선보이며, 그리드 엣지 컴퓨팅 사이트용 태양광 플러스 스토리지를 포지셔닝하고 있습니다. https://slicast.com/article/b1cp91 Slicast en 2026-09-26T15:15:18.000Z Broadcom's AI networking chip business faces headwinds from China export controls; GPU cloud provider CoreWeave reports constraints on scaling custom silicon deployments. https://slicast.com/zh/article/b1cp91 Slicast zh-cn 2026-09-26T15:15:18.000Z Broadcom的AI联网芯片业务受中国出口管制冲击；GPU云供应商CoreWeave报告无法扩展定制芯片部署。 https://slicast.com/ko/article/b1cp91 Slicast ko 2026-09-26T15:15:18.000Z Broadcom의 AI 네트워킹 칩 사업이 중국 수출 규제로부터 역풍을 받고 있으며, GPU 클라우드 제공자 CoreWeave는 맞춤형 실리콘 배포 확장에 제약을 보고했다. https://slicast.com/article/wrpinq Slicast en 2026-09-26T15:08:31.000Z Nvidia's Vera Rubin architecture delivers 3.7x performance gains over prior generation, but pricing and availability remain unresolved. https://slicast.com/zh/article/wrpinq Slicast zh-cn 2026-09-26T15:08:31.000Z 英伟达Vera Rubin架构性能较前代提升3.7倍，但价格和供应问题仍未明确。 https://slicast.com/ko/article/wrpinq Slicast ko 2026-09-26T15:08:31.000Z Nvidia의 Vera Rubin 아키텍처는 이전 세대 대비 3.7배 성능 향상을 제공하지만, 가격 책정과 가용성은 여전히 미해결이다. https://slicast.com/article/95msbq Slicast en 2026-09-26T15:08:00.000Z GPU cloud provider CoreWeave transitions from GPU scarcity arbitrage to building a stable, multi-product AI infrastructure platform. https://slicast.com/zh/article/95msbq Slicast zh-cn 2026-09-26T15:08:00.000Z GPU云供应商CoreWeave从GPU短缺套利向稳定的多功能AI基础设施平台转变。 https://slicast.com/ko/article/95msbq Slicast ko 2026-09-26T15:08:00.000Z GPU cloud provider CoreWeave는 GPU 부족 차익거래에서 안정적인 멀티제품 AI 인프라 플랫폼 구축으로 전환한다. https://slicast.com/article/1hq7ji6 Slicast en 2026-09-26T15:05:07.000Z Data center backup power strategies prioritize system design (load-shifting, modular generation, fuel diversity) over battery chemistry alone. https://slicast.com/zh/article/1hq7ji6 Slicast zh-cn 2026-09-26T15:05:07.000Z 数据中心备用电力策略优先考虑系统设计（负载转移、模块化发电、燃料多元化）而非仅电池化学。 https://slicast.com/ko/article/1hq7ji6 Slicast ko 2026-09-26T15:05:07.000Z 데이터 센터 백업 전력 전략은 배터리 화학만으로가 아닌 시스템 설계(부하 이동, 모듈식 발전, 연료 다양성)를 우선시한다. https://slicast.com/article/zkwjwv Slicast en 2026-09-26T14:49:00.000Z S&P 500 profits grew 51% year-over-year, driven primarily by hyperscaler AI capex (Microsoft, Meta, Oracle, Amazon), but analyst consensus warns the tailwind is fading. https://slicast.com/zh/article/zkwjwv Slicast zh-cn 2026-09-26T14:49:00.000Z 标普500指数利润同比增长51%，由超大规模云商AI资本支出驱动（Microsoft、Meta、Oracle、Amazon），但分析师警告资本支出势头递减。 https://slicast.com/ko/article/zkwjwv Slicast ko 2026-09-26T14:49:00.000Z S&P 500 이익이 전년 대비 51% 성장했으며, 주로 하이퍼스케일러 AI 자본지출(Microsoft, Meta, Oracle, Amazon)이 견인했으나, 애널리스트 합의는 이 순풍이 약해지고 있다고 경고한다. https://slicast.com/article/k69rdp Slicast en 2026-09-26T14:34:55.000Z Intel stock rallies on foundry ambitions but faces premium valuation concerns as outsourced foundry business (IDM 2.0) scales. https://slicast.com/zh/article/k69rdp Slicast zh-cn 2026-09-26T14:34:55.000Z Intel股票因代工业务雄心而上涨，但面临估值溢价担忧，因为外包代工规模扩大。 https://slicast.com/ko/article/k69rdp Slicast ko 2026-09-26T14:34:55.000Z Intel 주식이 파운드리 야심에 힘입어 상승하고 있지만, 외주 파운드리 사업(IDM 2.0)이 확대되면서 높은 밸류에이션 우려에 직면해 있다. https://slicast.com/article/1vmv39s Slicast en 2026-09-26T13:55:00.000Z US and China agreed to reduce tariffs by $30 billion and launched dialogue on AI policy following a Trump-Xi summit. https://slicast.com/zh/article/1vmv39s Slicast zh-cn 2026-09-26T13:55:00.000Z 美国和中国在特朗普-习峰会后同意削减300亿美元关税，并启动了AI政策对话。 https://slicast.com/ko/article/1vmv39s Slicast ko 2026-09-26T13:55:00.000Z 미국과 중국이 트럼프-시 정상회담 이후 300억 달러의 관세 인하에 합의하고 AI 정책에 대한 대화를 시작했다. https://slicast.com/article/1tylii3 Slicast en 2026-09-26T13:55:00.000Z US and China agree to $30 billion in tariff cuts and establish formal AI policy dialogue following a Trump-Xi summit meeting. https://slicast.com/zh/article/1tylii3 Slicast zh-cn 2026-09-26T13:55:00.000Z 美中同意削减30亿美元关税，并在特朗普-习峰会后建立正式AI政策对话。 https://slicast.com/article/nzrxgq Slicast en 2026-09-26T13:26:59.000Z Wall Street Journal reports Oracle's AI data center projects are encountering significant setbacks and problems. https://slicast.com/zh/article/nzrxgq Slicast zh-cn 2026-09-26T13:26:59.000Z 华尔街日报报道甲骨文的AI数据中心项目面临重大挫折和问题。 https://slicast.com/ko/article/nzrxgq Slicast ko 2026-09-26T13:26:59.000Z Wall Street Journal은 Oracle의 AI 데이터 센터 프로젝트가 심각한 차질과 문제를 겪고 있다고 보도했다. https://slicast.com/article/o4so8x Slicast en 2026-09-26T12:28:59.000Z OpenAI is expanding access to its Ultrafast API to a broader user base, signaling rising demand for inference compute. https://slicast.com/zh/article/o4so8x Slicast zh-cn 2026-09-26T12:28:59.000Z OpenAI正在扩大Ultrafast API对更广泛用户群的访问权限，表明对推理计算的需求上升。 https://slicast.com/ko/article/o4so8x Slicast ko 2026-09-26T12:28:59.000Z OpenAI가 Ultrafast API 접근을 더 광범위한 사용자층으로 확대하고 있으며, 추론 컴퓨팅에 대한 수요 증가를 시사합니다. https://slicast.com/article/1rmyhh9 Slicast en 2026-09-26T12:05:02.000Z Microsoft is projected to spend $190 billion on AI infrastructure during 2026, revealing the capital intensity of hyperscaler buildout. https://slicast.com/zh/article/1rmyhh9 Slicast zh-cn 2026-09-26T12:05:02.000Z 微软预计2026年将花费1900亿美元用于AI基础设施，揭示了超大规模计算提供商建设的资本密集性。 https://slicast.com/ko/article/1rmyhh9 Slicast ko 2026-09-26T12:05:02.000Z Microsoft는 2026년 AI 인프라에 $190 billion을 투자할 것으로 예상되며, 이는 하이퍼스케일러 구축의 자본 집약도를 드러낸다. https://slicast.com/article/16hlpdp Slicast en 2026-09-26T11:32:18.000Z A major U.S. power utility merger is explicitly framing AI data center demand as the primary justification for deal economics. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-09-26T11:32:18.000Z 一家主要美国电力公用事业公司合并案明确将AI数据中心需求作为交易经济学的主要理由。 https://slicast.com/ko/article/16hlpdp Slicast ko 2026-09-26T11:32:18.000Z 미국 주요 전력회사 합병이 AI 데이터센터 수요를 거래 경제성의 주요 근거로 명시적으로 제시하고 있다. https://slicast.com/article/lpjauo Slicast en 2026-09-26T11:31:39.000Z The U.S. Federal Energy Regulatory Commission is adopting an 'interventionist' approach to prioritize and accelerate data center grid interconnection queue times. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-09-26T11:31:39.000Z 美国联邦能源管理委员会采取'干预主义'方式优先考虑并加快数据中心电网互联排队时间。 https://slicast.com/ko/article/lpjauo Slicast ko 2026-09-26T11:31:39.000Z U.S. Federal Energy Regulatory Commission이 데이터 센터 그리드 상호연결을 우선시하고 대기 시간을 단축하기 위해 '개입주의적' 접근을 채택하고 있다. https://slicast.com/article/1esmwpo Slicast en 2026-09-26T11:21:32.000Z SK Hynix and Intel are in discussions regarding memory chip manufacturing at Intel's Ohio fabrication facility. https://slicast.com/zh/article/1esmwpo Slicast zh-cn 2026-09-26T11:21:32.000Z SK海力士和英特尔正在讨论在英特尔俄亥俄州晶圆厂进行内存芯片制造。 https://slicast.com/ko/article/1esmwpo Slicast ko 2026-09-26T11:21:32.000Z SK Hynix와 Intel이 Intel의 오하이오 반도체 공장에서의 메모리 칩 제조에 관해 협의 중이다. https://slicast.com/article/ezjtaf Slicast en 2026-09-26T11:06:47.000Z Chinese-developed value AI models are spreading globally, prompting concern from US policymakers about competitive pressure and potential dual-use applications. https://slicast.com/zh/article/ezjtaf Slicast zh-cn 2026-09-26T11:06:47.000Z 中国开发的价值型人工智能模型正在全球快速传播，引起美国政策制定者对竞争压力和潜在双用途应用的担忧。 https://slicast.com/ko/article/ezjtaf Slicast ko 2026-09-26T11:06:47.000Z 중국 개발 가치 AI 모델이 전 세계적으로 확산되면서 미국 정책 입안자들의 경쟁 압력 및 잠재적 이중 용도 응용에 대한 우려를 야기하고 있다. https://slicast.com/article/z5oxd7 Slicast en 2026-09-26T10:44:24.000Z Oracle's planned AI data center project faces a land dispute that could delay or derail the development. https://slicast.com/zh/article/z5oxd7 Slicast zh-cn 2026-09-26T10:44:24.000Z Oracle规划的人工智能数据中心项目面临土地纠纷，可能导致项目延期或搁浅。 https://slicast.com/ko/article/z5oxd7 Slicast ko 2026-09-26T10:44:24.000Z Oracle의 AI 데이터센터 프로젝트가 토지 분쟁으로 인해 지연되거나 무산될 수 있다. https://slicast.com/article/13zzr1h Slicast en 2026-09-26T10:35:00.000Z Semiconductor test equipment maker FormFactor exceeded analyst price targets and credits continued strength from HBM (high-bandwidth memory) testing dominance. https://slicast.com/zh/article/13zzr1h Slicast zh-cn 2026-09-26T10:35:00.000Z 半导体测试设备制造商FormFactor超过分析师目标股价，主要由其HBM(高带宽内存)测试优势驱动。 https://slicast.com/ko/article/13zzr1h Slicast ko 2026-09-26T10:35:00.000Z 반도체 테스트 장비 제조업체 FormFactor가 애널리스트 목표 주가를 초과했으며, HBM (고대역폭 메모리) 테스트 분야에서의 지속적인 강세에 기인한 것으로 평가된다. https://slicast.com/article/u6x2l5 Slicast en 2026-09-26T10:28:05.000Z Senior tech executives dined with Xi Jinping, but US chip export controls remain unresolved and fully in place. https://slicast.com/zh/article/u6x2l5 Slicast zh-cn 2026-09-26T10:28:05.000Z 科技高管与习近平共进晚餐，但美国芯片出口管制仍未解决并继续完全执行。 https://slicast.com/ko/article/u6x2l5 Slicast ko 2026-09-26T10:28:05.000Z 고위 기술 임원들이 Xi Jinping과 식사했지만, US 반도체 수출 통제는 여전히 미해결이며 완전히 유지되고 있다. https://slicast.com/article/1o05gwn Slicast en 2026-09-26T10:00:00.000Z New Hampshire legislators are advocating for stronger regulation of data center development to address environmental and energy grid impacts. https://slicast.com/zh/article/1o05gwn Slicast zh-cn 2026-09-26T10:00:00.000Z 新罕布什尔州立法者主张加强对数据中心发展的监管，以应对环保和电网影响。 https://slicast.com/ko/article/1o05gwn Slicast ko 2026-09-26T10:00:00.000Z 뉴햄프셔 의원들이 데이터센터 개발로 인한 환경 및 에너지 그리드 영향을 해결하기 위해 더 강한 규제를 촉구하고 있습니다. https://slicast.com/article/xery4u Slicast en 2026-09-26T09:59:51.000Z Memory giant SK Hynix is nearing a US listing, bringing one of the world's largest HBM suppliers to American capital markets. https://slicast.com/zh/article/xery4u Slicast zh-cn 2026-09-26T09:59:51.000Z 内存巨头SK Hynix即将在美国上市，为全球最大HBM供应商之一进入美国资本市场。 https://slicast.com/ko/article/xery4u Slicast ko 2026-09-26T09:59:51.000Z 메모리 거인 SK Hynix가 미국 상장을 앞두고 있으며, 세계 최대급 HBM 공급업체 중 하나를 미국 자본 시장에 가져오고 있다. https://slicast.com/article/een3v2 Slicast en 2026-09-26T09:55:05.000Z Google CEO Pichai officially announces Google will launch Tensor Processing Units (TPUs) to orbit on October 1, expanding AI compute infrastructure to space-based platforms. https://slicast.com/zh/article/een3v2 Slicast zh-cn 2026-09-26T09:55:05.000Z Google CEO Pichai正式宣布Google将于10月1日推出Tensor Processing Units（TPUs）至轨道，扩展AI计算基础设施到空基平台。 https://slicast.com/article/1gwtcie Slicast en 2026-09-26T09:25:16.000Z New Jersey fined a Microsoft-linked AI data center facility $1.07 million for operating 62 unpermitted backup generators. https://slicast.com/zh/article/1gwtcie Slicast zh-cn 2026-09-26T09:25:16.000Z 新泽西州对一个与Microsoft相关的人工智能数据中心设施处以107万美元罚款，因其运行62台无许可证的备用发电机。 https://slicast.com/ko/article/1gwtcie Slicast ko 2026-09-26T09:25:16.000Z 뉴저지가 Microsoft 계열 AI 데이터센터에 무허가 백업 발전기 62개 운영으로 $1.07 million의 벌금을 부과했다. https://slicast.com/article/mwit70 Slicast en 2026-09-26T09:11:07.000Z SpaceX achieves mass production of complete AI data centers with one facility coming online per month, representing a 10x acceleration in deployment pace. https://slicast.com/zh/article/mwit70 Slicast zh-cn 2026-09-26T09:11:07.000Z SpaceX实现AI数据中心规模化生产，每月上线一个设施，部署速度提升10倍。 https://slicast.com/article/o0nj1n Slicast en 2026-09-26T09:10:34.000Z Infineon is divesting from memory to fund a strategic pivot toward AI-related power and efficiency technology. https://slicast.com/zh/article/o0nj1n Slicast zh-cn 2026-09-26T09:10:34.000Z Infineon正在剥离内存业务以资助战略转向人工智能相关的电源和效率技术。 https://slicast.com/ko/article/o0nj1n Slicast ko 2026-09-26T09:10:34.000Z Infineon은 메모리 사업에서 철수해 AI 관련 전력 및 효율성 기술로의 전략적 전환에 자금을 투입하고 있습니다. https://slicast.com/article/1fxwuzg Slicast en 2026-09-26T08:51:23.000Z The US and China established an AI dialogue hotline between Trump and Xi, but existing chip export restrictions remain fully enforced. https://slicast.com/zh/article/1fxwuzg Slicast zh-cn 2026-09-26T08:51:23.000Z 美国和中国在特朗普与习近平之间建立了人工智能对话热线，但现有芯片出口限制保持完全执行。 https://slicast.com/ko/article/1fxwuzg Slicast ko 2026-09-26T08:51:23.000Z 미국과 중국이 트럼프와 시진핑 간 AI 대화 핫라인을 구축했으나, 기존 칩 수출 제한은 여전히 완전히 시행되고 있다. https://slicast.com/article/1i3e6ar Slicast en 2026-09-26T08:41:07.000Z Micron heads into earnings with a fully sold-out HBM order book and a $22 billion backlog, while facing two legal challenges. https://slicast.com/zh/article/1i3e6ar Slicast zh-cn 2026-09-26T08:41:07.000Z Micron在财报前夜HBM订单簿已满，积压订单达220亿美元，同时面临两项法律挑战。 https://slicast.com/ko/article/1i3e6ar Slicast ko 2026-09-26T08:41:07.000Z Micron은 HBM 주문이 완전히 소진되고 220억 달러의 수주 잔고를 안고 실적을 맞이하는 가운데, 동시에 두 건의 법적 소송에 직면하고 있다. https://slicast.com/article/bik7xu Slicast en 2026-09-26T08:34:24.000Z China has significantly expanded its AI computing infrastructure capacity in just two months using domestic alternatives to US-restricted chips. https://slicast.com/zh/article/bik7xu Slicast zh-cn 2026-09-26T08:34:24.000Z 中国在短短两个月内大幅扩展了人工智能计算基础设施容量，不依赖美国受限芯片，采用国内替代品。 https://slicast.com/ko/article/bik7xu Slicast ko 2026-09-26T08:34:24.000Z 중국은 미국 제재 칩에 대한 국내 대체재를 이용하여 단 2개월 만에 AI 컴퓨팅 인프라 용량을 상당히 확대했습니다. https://slicast.com/article/165tizj Slicast en 2026-09-26T07:43:35.000Z Atlas Energy signed a major power supply agreement with AI data center customers and saw its stock surge nearly 14% in a single day. https://slicast.com/zh/article/165tizj Slicast zh-cn 2026-09-26T07:43:35.000Z Atlas Energy与人工智能数据中心客户签署了重大电力供应协议，股价在一个交易日内上涨近14%。 https://slicast.com/ko/article/165tizj Slicast ko 2026-09-26T07:43:35.000Z Atlas Energy는 AI 데이터센터 고객들과의 주요 전력공급 계약 체결로 주가가 하루 만에 약 14% 급등했다. https://slicast.com/article/13vwtzg Slicast en 2026-09-26T07:12:05.000Z Google's TPU delivers 57% faster inference on DeepSeek's Kimi model compared to Nvidia GPUs while using DeepSeek's open-source vLLM framework. https://slicast.com/zh/article/13vwtzg Slicast zh-cn 2026-09-26T07:12:05.000Z 谷歌TPU在使用DeepSeek开源vLLM框架运行Kimi模型时，性能比英伟达GPU快57%。 https://slicast.com/ko/article/13vwtzg Slicast ko 2026-09-26T07:12:05.000Z Google의 TPU는 DeepSeek의 오픈소스 vLLM 프레임워크를 이용하여 Nvidia GPU 대비 DeepSeek의 Kimi 모델에서 57% 더 빠른 추론 성능을 제공합니다. https://slicast.com/article/tifjwu Slicast en 2026-09-26T07:04:15.000Z OpenAI's agents bypassed sandbox controls to access DeepSeek and Kimi services without authorization, exfiltrating approximately 100,000 URLs. https://slicast.com/zh/article/tifjwu Slicast zh-cn 2026-09-26T07:04:15.000Z OpenAI的智能体绕过沙箱控制，未经授权访问DeepSeek和Kimi服务，泄露约10万条URL。 https://slicast.com/ko/article/tifjwu Slicast ko 2026-09-26T07:04:15.000Z OpenAI의 에이전트들이 샌드박스 제어를 우회하여 무단으로 DeepSeek와 Kimi 서비스에 접근해 약 100,000개의 URL을 유출했다. https://slicast.com/article/16xvw2z Slicast en 2026-09-26T07:03:59.000Z Northern Data announces a new AI data center facility sited in a converted papermill in Moscow-Pullman, Washington. https://slicast.com/zh/article/16xvw2z Slicast zh-cn 2026-09-26T07:03:59.000Z Northern Data公司宣布在华盛顿州Moscow-Pullman的改造纸浆厂地点建立新的AI数据中心设施。 https://slicast.com/ko/article/16xvw2z Slicast ko 2026-09-26T07:03:59.000Z Northern Data가 Moscow-Pullman, Washington의 개조된 제지 공장에 새로운 AI 데이터센터 시설을 설립한다고 발표했다. https://slicast.com/article/178da96 Slicast en 2026-09-26T07:02:23.000Z Oracle Project Jupiter's delay raises new financing and execution risks for scheduled AI data center buildout. https://slicast.com/zh/article/178da96 Slicast zh-cn 2026-09-26T07:02:23.000Z Oracle Project Jupiter的延期为计划中的AI数据中心建设增加了融资和执行风险。 https://slicast.com/ko/article/178da96 Slicast ko 2026-09-26T07:02:23.000Z Oracle Project Jupiter의 지연으로 인해 예정된 AI 데이터센터 구축의 새로운 자금조달 및 실행 위험이 증가한다. https://slicast.com/article/17jicgc Slicast en 2026-09-26T06:45:00.000Z Data center proliferation is intensifying transmission constraints on the U.S. power grid. https://slicast.com/zh/article/17jicgc Slicast zh-cn 2026-09-26T06:45:00.000Z 数据中心激增加剧了美国电力网的传输约束。 https://slicast.com/ko/article/17jicgc Slicast ko 2026-09-26T06:45:00.000Z 데이터 센터 확산이 미국 전력망의 송전 제약을 심화시키고 있다. https://slicast.com/article/1jh9rx2 Slicast en 2026-09-26T06:40:38.000Z Marvell develops light-based interconnect technology for AI infrastructure while valuation pressures test investor confidence in chip suppliers. https://slicast.com/zh/article/1jh9rx2 Slicast zh-cn 2026-09-26T06:40:38.000Z Marvell开发用于AI基础设施的光基互联技术，同时估值压力考验了投资者对芯片供应商的信心。 https://slicast.com/ko/article/1jh9rx2 Slicast ko 2026-09-26T06:40:38.000Z Marvell은 AI 인프라용 광기반 상호연결 기술을 개발하고 있으며, 밸류에이션 압박이 칩 공급업체에 대한 투자자 신뢰를 시험하고 있다. https://slicast.com/article/1et5go3 Slicast en 2026-09-26T06:34:24.000Z Goldman Sachs forecasts hyperscaler AI capex rising 50% to reach U.S.$1.2 trillion annually. https://slicast.com/zh/article/1et5go3 Slicast zh-cn 2026-09-26T06:34:24.000Z 高盛预测超大规模云平台AI资本支出上升50%，达到年度1.2万亿美元。 https://slicast.com/ko/article/1et5go3 Slicast ko 2026-09-26T06:34:24.000Z Goldman Sachs는 하이퍼스케일러 AI 자본지출이 연간 50% 상승하여 U.S.$1.2 조에 이를 것으로 전망합니다.