AI 产业链新闻汇总AI Supply-Chain News DigestAI サプライチェーン・ニュースダイジェスト

AIpha Radarv2.5

按大模型巨头、半导体、算力设备、数据中心基础设施和具身智能/机器人五组整理；后四组与产业链 Domain 口径保持一致。界面支持中文、英文、日文切换；新闻标题与摘要保持来源原文，并交由浏览器翻译。公开版隐藏本地核验队列，仅保留简化核验状态。Grouped into five buckets: LLM Giants plus Semiconductors, Compute Equipment, Data Center Infrastructure and Embodied AI / Robotics, aligned with the supply-chain domain taxonomy. The UI switches between Chinese, English and Japanese; news titles and excerpts stay in the source language and can be translated by the browser. The public version hides local verification queues and keeps simplified verification status.LLM 大手、半導体、計算インフラ機器、データセンター基盤、身体性 AI / ロボティクスの5分類で整理します。UI は中国語・英語・日本語を切り替え、ニュース見出しと抜粋はソース原文のまま保持し、翻訳はブラウザに委ねます。公開版です。

美股收盘表现US Close米国終値

二级市场 · ETF 持仓派生与精选篮子表现Secondary Market · ETF-Derived and Curated Component Baskets二次市場 · ETF 派生とキュレーション構成銘柄

宽基指数和 benchmark ETF 来自 Fact Store 收盘价；system 使用官方 ETF holdings 派生或有来源标注的精选 US-listed 普通股/ADR 成分篮子，低于覆盖阈值的 system 直接隐藏。Broad indices and benchmark ETFs use Fact Store closes. Systems use either official ETF holdings-derived components or clearly labeled curated US-listed common-stock/ADR baskets; systems below coverage thresholds are hidden.主要指数と benchmark ETF は Fact Store の終値を使用します。system は公式 ETF 保有銘柄派生、または明示された US 上場普通株/ADR のキュレーションバスケットを採用し、閾値未満は非表示にします。

^IXIC

纳斯达克综合指数Nasdaq Composite纳斯达克综合指数

-1.32% 收盘Close終値 26,166.60 · 2026-06-22

^GSPC

标普 500S&P 500标普 500

-0.37% 收盘Close終値 7,472.79 · 2026-06-22

AIQ

AI & Big DataAI & Big DataAI & Big Data

+0.43% 收盘Close終値 67.09 · 2026-06-22

SOXX

半导体整体Broad Semiconductors半导体整体

+2.43% 收盘Close終値 655.01 · 2026-06-22

XSD

半导体等权Equal-Weight Semiconductors半导体等权

+1.91% 收盘Close終値 648.22 · 2026-06-22

DTCR

数据中心与数字基础设施Data Center & Digital Infrastructure数据中心与数字基础设施

+1.69% 收盘Close終値 32.46 · 2026-06-22

GRID

智能电网基础设施Smart Grid Infrastructure智能电网基础设施

+1.46% 收盘Close終値 197.52 · 2026-06-22

半导体Semiconductors半导体

精选成分篮子Curated component basket精选成分篮子

GPU/AI 加速器GPU / AI AcceleratorsGPU/AI 加速器

-1.77% SMH/SOXX

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 100.00% 2026-06-22 AMD +2.65%ARM -7.22%AVGO -4.52%

ETF 持仓派生ETF holdings-derivedETF 持仓派生

存储/HBMMemory / HBM存储/HBM

+5.16% DRAM

有效成分Components構成銘柄 4 源权重覆盖Source weightソース比率 41.75% 2026-06-22 MU +6.82%SNDK +4.07%STX +2.22%

精选成分篮子Curated component basket精选成分篮子

半导体设备Semiconductor Equipment半导体设备

+3.41% SMH/SOXX

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 100.00% 2026-06-22 AMAT +3.74%ASML -0.02%KLAC +3.70%

算力设备Compute Equipment算力设备

精选成分篮子Curated component basket精选成分篮子

光通信/CPO/互连Optical / CPO / Interconnect光通信/CPO/互连

+5.26% XSD/SKYY

有效成分Components構成銘柄 7 源权重覆盖Source weightソース比率 100.00% 2026-06-22 ANET +2.88%CIEN +7.50%COHR +9.22%

精选成分篮子Curated component basket精选成分篮子

AI 服务器/ODMAI Server / ODMAI 服务器/ODM

+4.69% SKYY

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 100.00% 2026-06-22 CLS +1.15%DELL +2.25%FLEX +5.56%

数据中心基础设施Data Center Infrastructure数据中心基础设施

ETF 持仓派生ETF holdings-derivedETF 持仓派生

数据中心运营/数字基础设施Data Center Operators / Digital Infrastructure数据中心运营/数字基础设施

+1.50% DTCR

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 45.84% 2026-06-22 EQIX +2.17%DLR +3.93%AMT +0.22%

精选成分篮子Curated component basket精选成分篮子

电力/配电/电气设备Power / Electrical Equipment电力/配电/电气设备

+3.51% GRID

有效成分Components構成銘柄 7 源权重覆盖Source weightソース比率 100.00% 2026-06-22 ETN +3.32%GEV +1.61%HUBB +3.00%

精选成分篮子Curated component basket精选成分篮子

散热/液冷/热管理Cooling / Liquid Cooling / Thermal散热/液冷/热管理

+1.80% CURATED

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 100.00% 2026-06-22 AAON -0.41%CARR +0.06%DOV +2.61%

今日优先阅读 Top 6Priority Reads Top 6本日の優先閲覧 Top 6

仅作为优先阅读入口，不构成投资建议或强弱排序。Reading priority only; not investment advice or strength ranking.優先閲覧の入口であり、投資助言や強弱順位ではありません。

01 大模型巨头LLM GiantsLLM 大手 Google DeepMind signs AI research deal with film studio A24 - Reuters Reuters Technology · 2026-06-23 01:52 02 大模型巨头LLM GiantsLLM 大手 Micron, Anthropic sign AI infrastructure supply agreement - Reuters Reuters Technology · 2026-06-23 04:20 03 半导体Semiconductors半導体 Groq Raises $650 Million to Aid in Pivot After Nvidia Deal - Bloomberg.com Bloomberg Technology · 2026-06-22 23:29 04 半导体Semiconductors半導体 TSMC glass substrate rollout unlikely before 2030 - digitimes DigiTimes · 2026-06-22 15:09 05 算力设备Compute Equipment計算インフラ機器 Europe Unveils a Record 35 New NVIDIA AI Supercomputers NVIDIA Press Room · 2026-06-22 21:00 06 算力设备Compute Equipment計算インフラ機器 Oracle workforce shrinks by about 21,000 employees amid AI adoption - Reuters Reuters Technology · 2026-06-23 07:22

大模型巨头LLM GiantsLLM 大手

海外模型、Agent、产品和生态更新，不直接等同本地产业链 Domain。Frontier model, agent, product and ecosystem updates, separated from local supply-chain domains.フロンティアモデル、エージェント、プロダクト、エコシステム更新を扱い、ローカルのサプライチェーンドメインとは分けて表示します。

4 条4 items4 件

公司：Alphabet×2 / Anthropic×2 / Apple×1Companies: Alphabet×2 / Anthropic×2 / Apple×1Companies: Alphabet×2 / Anthropic×2 / Apple×1 叶子链：Frontier Model×4 / Agentic AI×3Leaf tags: Frontier Model×4 / Agentic AI×3Leaf tags: Frontier Model×4 / Agentic AI×3 来源：AI 聚合发现源×2 / 权威媒体×2Sources: AI aggregator discovery×2 / Authority media×2Sources: AI aggregator discovery×2 / Authority media×2 AGY/Gemini 候选 2 条AGY/Gemini candidates: 2AGY/Gemini candidates: 2

AI HOT Public Items · Hacker News 热门（buzzing.cc 中文翻译） 2026-06-23 05:00 Global public web

Show HN：Oak--专为代理设计的 Git 替代方案

AnthropicApple Frontier Model 客户验证customer validation顧客検証强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

Reuters Technology 2026-06-23 04:20 US

Micron, Anthropic sign AI infrastructure supply agreement - Reuters

AnthropicMicron Frontier ModelAgentic AI 订单/合同order/contract受注/契約强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Reuters Technology 2026-06-23 01:52 US

Google DeepMind signs AI research deal with film studio A24 - Reuters

Alphabet Frontier ModelAgentic AI 订单/合同order/contract受注/契約强适配strong fit強い適合 · 94 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ多来源 22 sources2 sources

多来源 2 条2 sources2 sources

Reuters Technology2026-06-23 01:52标题链接Headline/link only見出し/リンクのみGoogle DeepMind signs AI research deal with film studio A24 - Reuters
AI HOT Public Items · TechCrunch：AI（RSS）2026-06-23 02:49聚合器链接Aggregator link only集約リンクGoogle DeepMind 7500 万美元投资 A24，合作开发电影 AI 工具

AI HOT Public Items · Google Developers Blog（RSS） 2026-06-23 01:08 Global public web

Google ADK 与 A2A 协议：跨语言多智能体团队构建实战

Alphabet Frontier ModelAgentic AI 订单/合同order/contract受注/契約强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

半导体Semiconductors半導体

对应新映射表 Domain=半导体，覆盖 GPU/ASIC、HBM、先进封装、芯片制造与设备材料。Domain=Semiconductors, covering GPU/ASIC, HBM, advanced packaging, manufacturing, equipment and materials.Domain=半導体。GPU/ASIC、HBM、先端パッケージ、製造、装置、材料を含みます。

7 条7 items7 件

公司：NVIDIA×1 / TSMC×1Companies: NVIDIA×1 / TSMC×1Companies: NVIDIA×1 / TSMC×1 叶子链：GPU×7 / HBM×7Leaf tags: GPU×7 / HBM×7Leaf tags: GPU×7 / HBM×7 来源：日韩台供应链媒体×4 / 权威媒体×3Sources: Japan/Taiwan/Korea supply-chain×4 / Authority media×3Sources: Japan/Taiwan/Korea supply-chain×4 / Authority media×3

TechNews Taiwan 2026-06-23 10:42 Taiwan

Nearfield 完成最新融資、估值衝上 16 億美元，創荷蘭 Deep-Tech 最大募資紀錄

摘要Digest要約先進半導體 3D 量測與製程控制廠商 Nearfield Instruments 宣布，已成功完成總額達 3. […]

未识别Unidentified未識別 GPUHBM 产业融资strategic financing産業ファイナンス通过pass通過 · 62 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

TechNews Taiwan 2026-06-23 10:14 Taiwan

外資調高南電目標價至 1,444 元！看好代理型 AI 掀載板雙重漲價潮

摘要Digest要約受惠大中華區 ABF 載板這一季至今的價格表現優於預期，外資最新研究報告，大力調升對南電的評等與財務預測，並將 […]

未识别Unidentified未識別 GPUHBM 价格变化price change価格変化强适配strong fit強い適合 · 76 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

DigiTimes 2026-06-23 07:35 Taiwan

Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity - digitimes

未识别Unidentified未識別 GPUHBM 产能扩张capacity expansion能力拡張通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

Reuters Technology 2026-06-23 06:28 US

Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports - Reuters

未识别Unidentified未識別 GPUHBM 订单/合同order/contract受注/契約通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ多来源 22 sources2 sources

多来源 2 条2 sources2 sources

Reuters Technology2026-06-23 06:28标题链接Headline/link only見出し/リンクのみQualcomm nearing deal for AI chip startup Modular, Bloomberg News reports - Reuters
Bloomberg Technology2026-06-23 05:03标题链接Headline/link only見出し/リンクのみQualcomm Nears Deal for AI Chip Startup Modular - Bloomberg.com

Bloomberg Technology 2026-06-22 23:29 US

Groq Raises $650 Million to Aid in Pivot After Nvidia Deal - Bloomberg.com

NVIDIA GPUHBM 订单/合同order/contract受注/契約强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Reuters Technology 2026-06-22 18:54 US

Chipmaking tool firm Nearfield Instruments raises $380 million at $1.6 billion valuation - Reuters

未识别Unidentified未識別 GPUHBM 产业融资strategic financing産業ファイナンス通过pass通過 · 58 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

DigiTimes 2026-06-22 15:09 Taiwan

TSMC glass substrate rollout unlikely before 2030 - digitimes

TSMC GPUHBM 量产/出货mass production/shipping量産/出荷强适配strong fit強い適合 · 86 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

算力设备Compute Equipment計算インフラ機器

对应新映射表 Domain=算力设备，覆盖 AI 服务器、光通信与高速互连、PCB/电子材料、被动元件和存储模组。Domain=Compute Equipment, covering AI servers, optical/high-speed interconnect, PCB/electronics, passive components and storage modules.Domain=計算インフラ機器。AI サーバー、光/高速インターコネクト、PCB/電子材料、受動部品、ストレージモジュールを含みます。

3 条3 items3 件

公司：NVIDIA×1 / Oracle×1Companies: NVIDIA×1 / Oracle×1Companies: NVIDIA×1 / Oracle×1 叶子链：AI Server×2 / AI Factory×1 / Optical Interconnect×1Leaf tags: AI Server×2 / AI Factory×1 / Optical Interconnect×1Leaf tags: AI Server×2 / AI Factory×1 / Optical Interconnect×1 来源：权威媒体×1 / 公司官方×1 / 日韩台供应链媒体×1Sources: Authority media×1 / Company official×1 / Japan/Taiwan/Korea supply-chain×1Sources: Authority media×1 / Company official×1 / Japan/Taiwan/Korea supply-chain×1

Reuters Technology 2026-06-23 07:22 US

Oracle workforce shrinks by about 21,000 employees amid AI adoption - Reuters

Oracle AI ServerOptical Interconnect 客户验证customer validation顧客検証强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

NVIDIA Press Room 2026-06-22 21:00 US

Europe Unveils a Record 35 New NVIDIA AI Supercomputers

摘要Digest要約News Summary: Barcelona Supercomputing Center’s EuroHPC AI Factory, BavariaAI’s Blue Swan, IT4LIA, HLRS’s HammerHAI, NAISS’s Mimer EuroHPC AI Factory and more are building on next-generation NVIDIA AI infrastructure across 23 countries, accelerating the work of over 3 million researchers. NVIDIA AI infrastructure is powering over 90% of Europe’s AI factory…

NVIDIA AI Factory CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 98 公司官方Company official企業公式 RSS 摘要RSS excerptRSS 抜粋

DigiTimes 2026-06-22 14:05 Taiwan

AI server supply chain expansion accelerates across Southeast Asia - digitimes

未识别Unidentified未識別 AI Server 产能扩张capacity expansion能力拡張通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

数据中心基础设施Data Center Infrastructureデータセンター基盤

对应新映射表 Domain=数据中心基础设施，覆盖电力、配电、UPS、变压器、液冷、热管理和机房能源约束。Domain=Data Center Infrastructure, covering power, distribution, UPS, transformers, liquid cooling, thermal management and facility energy constraints.Domain=データセンター基盤。電力、配電、UPS、変圧器、液冷、熱管理、施設エネルギー制約を含みます。

27 条27 items27 件

公司：Microsoft×3 / NVIDIA×2 / SpaceX×2Companies: Microsoft×3 / NVIDIA×2 / SpaceX×2Companies: Microsoft×3 / NVIDIA×2 / SpaceX×2 叶子链：Data Center Power×27 / Liquid Cooling×12 / Thermal Management×1Leaf tags: Data Center Power×27 / Liquid Cooling×12 / Thermal Management×1Leaf tags: Data Center Power×27 / Liquid Cooling×12 / Thermal Management×1 来源：权威媒体×12 / 日韩台供应链媒体×8 / 产业研究机构×4Sources: Authority media×12 / Japan/Taiwan/Korea supply-chain×8 / Industry research×4Sources: Authority media×12 / Japan/Taiwan/Korea supply-chain×8 / Industry research×4 AGY/Gemini 候选 2 条AGY/Gemini candidates: 2AGY/Gemini candidates: 2

TechNews Taiwan 2026-06-23 11:30 Taiwan

從 VMware 替代到 AI-Ready Infrastructure，HyperGrid 打造新一代企業 AI 運用平台

摘要Digest要約隨著企業 IT 架構快速轉型，虛擬化平台已不再只是承載 VM 的基礎工具，而是企業數位營運、資料保護、混合雲部 […]

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 76 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

TechNews Taiwan 2026-06-23 11:10 Taiwan

輝達推新一代全液冷資料中心，封閉迴路挑戰 AI 零用水

摘要Digest要約輝達（NVIDIA）於 6 月 22 日宣布推出新一代資料中心設計，主打以全液冷架構取代傳統以風扇為主的氣冷方 […]

NVIDIA Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 94 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

TechNews Taiwan 2026-06-23 10:10 Taiwan

科技與能源巨頭的 20 年之約，微軟攜手雪佛龍打造全美最大共址天然氣 AI 資料中心

摘要Digest要約雪佛龍（Chevron）與微軟（Microsoft）於 6 月 22 日宣布，雙方已簽署一項為期 20 年的電 […]

Microsoft Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 94 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

IDC Research 2026-06-23 09:37 US

Market Share: European Public Cloud IaaS Shares, 2025 — Hyperscaler Dominance and Europe’s Homegrown Cloud Ambitions - my.IDC.com

未识别Unidentified未識別 Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 产业研究机构Industry research産業リサーチ标题链接Headline/link only見出し/リンクのみ

IDC Research 2026-06-23 09:36 US

IDC Survey Spotlight: How Does GenAI Influence Your Organization’s Decision for Using PSA and What Are the Most Important Business Outcomes You Want to Achieve with It? - my.IDC.com

DigiTimes 2026-06-23 08:10 Taiwan

Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners - digitimes

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

Taipei Times 2026-06-23 08:00 Taiwan

MND to fully implement 14-day reserve call-ups

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

Taipei Times 2026-06-23 08:00 Taiwan

Animal groups to rally for ban on traps

IDC Research 2026-06-23 04:38 US

Qualcomm Unveils Snapdragon Reality Elite, Bringing Gen AI to XR - my.IDC.com

SpaceX Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 产业研究机构Industry research産業リサーチ标题链接Headline/link only見出し/リンクのみ

Taiwan News 2026-06-23 04:30 Taiwan

IR announces Iris for Card Payments: AI-powered observability that sees transactions end-to-end - Taiwan News

IDC Research 2026-06-23 04:25 US

Tanium Advances Autonomous IT with AI-Driven Innovations Across Threat Hunting, Anomaly Detection, and Policy Enforcement - my.IDC.com

Bloomberg Technology 2026-06-23 04:14 US

Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center - Bloomberg.com

Microsoft Data Center Power 订单/合同order/contract受注/契約强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ多来源 44 sources4 sources

多来源 4 条4 sources4 sources

Bloomberg Technology2026-06-23 04:14标题链接Headline/link only見出し/リンクのみMicrosoft and Chevron Sign 20-Year Power Deal For Texas Data Center - Bloomberg.com
Financial Times Technology2026-06-23 01:02标题链接Headline/link only見出し/リンクのみChevron moves into power production with Microsoft AI deal - Financial Times
Reuters Technology2026-06-22 23:36标题链接Headline/link only見出し/リンクのみChevron signs power supply deal with Microsoft for Texas data center - Reuters
Wall Street Journal Technology2026-06-22 20:00标题链接Headline/link only見出し/リンクのみChevron Strikes Power Deal With Microsoft for West Texas AI Data Center - WSJ

Reuters Technology 2026-06-23 02:51 US

AI startup Reflection signs computing power deal with SpaceX - Reuters

SpaceX Data Center Power 订单/合同order/contract受注/契約强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ多来源 22 sources2 sources

多来源 2 条2 sources2 sources

Reuters Technology2026-06-23 02:51标题链接Headline/link only見出し/リンクのみAI startup Reflection signs computing power deal with SpaceX - Reuters
CNBC Technology2026-06-22 23:00标题链接Headline/link only見出し/リンクのみSpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion - CNBC

AI HOT Public Items · X：Berry Xia (@berryxia) 2026-06-23 00:11 Global public web

东京 AI 公司 Sakana AI 推出多智能体编排系统 Sakana Fugu

Alphabet Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

Financial Times Technology 2026-06-22 23:59 Europe

AI-powered threats may succeed ‘within months’, Five Eyes warns - Financial Times

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Reuters Technology 2026-06-22 23:44 US

China's push for green power use in AI projects faces hurdles, experts say - Reuters

Reuters Technology 2026-06-22 23:38 US

Data center investors buy up power developers in race to build - Reuters

未识别Unidentified未識別 Data Center Power 订单/合同order/contract受注/契約通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

The Information AI 2026-06-22 23:37 US

Debunking the Myths That AI Data Center Critics Believe - The Information

未识别Unidentified未識別 Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Wall Street Journal Technology 2026-06-22 23:30 US

The Supreme Court Is About to Decide Four Cases Defining Trump’s Power - WSJ

AI HOT Public Items · Hugging Face：Blog（RSS） 2026-06-22 21:18 Global public web

PP-OCRv6 on Hugging Face：50 语言 OCR，参数规模 1.5M 至 34.5M

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 64 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

NVIDIA Press Room 2026-06-22 21:00 US

Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins

摘要Digest要約The next era of AI will not be defined by compute alone. Its growth will be determined by energy. As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI — including robotics and autonomous systems — global electricity demand is rising at unprecedented speed. In many regions, expanding grid […]

NVIDIA Data Center PowerThermal Management CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 98 公司官方Company official企業公式 RSS 摘要RSS excerptRSS 抜粋多来源 22 sources2 sources

多来源 2 条2 sources2 sources

NVIDIA Press Room2026-06-22 21:00RSS 摘要RSS excerptRSS 抜粋Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
Taiwan News2026-06-22 18:05标题链接Headline/link only見出し/リンクのみFervo Energy and PNNL Leverage AI and NVIDIA Accelerated Computing for New Digital Twin Platform Designed to Advance Geothermal Development - Taiwan News

CNBC Technology 2026-06-22 20:35 US

Companies are demanding states cut red tape. Data center-wary voters may think differently - CNBC

CNBC Technology 2026-06-22 19:59 US

Chevron to fuel massive Microsoft data center in Texas using natural gas - CNBC

Microsoft Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Bloomberg Technology 2026-06-22 17:30 US

Are Backyard Data Centers an Answer to AI's Biggest Problem? - Bloomberg.com

Nikkei Asia Technology 2026-06-22 17:01 Japan

Japan's JERA to build large gas-fired plant for US data center for $3bn - Nikkei Asia

The Japan Times Business 2026-06-22 15:36 Japan

In selling arms, China is still no superpower - The Japan Times

Arm Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

DigiTimes 2026-06-22 14:01 Taiwan

Tesla files Megapod trademark in modular AI data center push - digitimes

Tesla Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 86 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

具身智能/机器人Embodied AI / Robotics身体性 AI / ロボティクス

对应新映射表 Domain=具身智能/机器人，覆盖机器人、具身智能、仿真、自动驾驶、工业 AI 和边缘 AI。Domain=Embodied AI / Robotics, covering robotics, embodied intelligence, simulation, autonomous systems, industrial AI and edge AI.Domain=身体性 AI / ロボティクス。ロボット、身体性知能、シミュレーション、自律システム、産業 AI、エッジ AI を含みます。

4 条4 items4 件

公司：NVIDIA×2 / Amazon×1 / Anthropic×1Companies: NVIDIA×2 / Amazon×1 / Anthropic×1Companies: NVIDIA×2 / Amazon×1 / Anthropic×1 叶子链：Robotics×4 / Embodied AI×2Leaf tags: Robotics×4 / Embodied AI×2Leaf tags: Robotics×4 / Embodied AI×2 来源：日韩台供应链媒体×3 / AI 聚合发现源×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

TechNews Taiwan 2026-06-23 10:40 Taiwan

黃仁勳點名加持！能率亞洲投資 Agility 成輝達首家人形機器人盟友

摘要Digest要約能率亞洲今日宣布旗下投資標的 Agility Robotics，成為輝達（NVIDIA）全球首家將 NVIDI […]

NVIDIA Robotics 产业融资strategic financing産業ファイナンス强适配strong fit強い適合 · 80 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

DigiTimes 2026-06-23 08:05 Taiwan

Alphabet 1/1 feeds