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 Radarv3.0

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

-0.32% 收盘Close終値 26,605.36 · 2026-08-10

^GSPC

标普 500S&P 500标普 500

-0.06% 收盘Close終値 7,753.11 · 2026-08-10

AIQ

AI & Big DataAI & Big DataAI & Big Data

+0.25% 收盘Close終値 63.51 · 2026-08-10

SOXX

半导体整体Broad Semiconductors半导体整体

-2.55% 收盘Close終値 529.39 · 2026-08-10

XSD

半导体等权Equal-Weight Semiconductors半导体等权

-3.54% 收盘Close終値 525.40 · 2026-08-10

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

-1.27% 收盘Close終値 27.95 · 2026-08-10

GRID

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

-0.68% 收盘Close終値 185.17 · 2026-08-10

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

-2.51% 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% 2026-08-10 AMD -2.86%ARM -5.21%AVGO -1.25%

ETF 持仓派生ETF holdings-derivedETF 持仓派生

存储/HBMMemory / HBM存储/HBM

-1.12% DRAM

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 39.84% 2026-08-10 MU -1.89%STX -1.45%WDC +0.93%

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

-2.33% 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% 2026-08-10 AMAT -3.16%ASML -0.43%KLAC -2.71%

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

-5.00% 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% 2026-08-10 ANET +1.51%CIEN -5.99%COHR -14.24%

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

+0.16% 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% 2026-08-10 CLS -1.02%DELL +0.91%FLEX -1.36%

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

-1.31% DTCR

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 54.97% 2026-08-10 DLR -1.29%AMT -1.99%EQIX +0.07%

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

-1.24% 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% 2026-08-10 ETN -0.83%GEV +0.05%HUBB -1.77%

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

-1.93% 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% 2026-08-10 AAON -5.89%CARR -0.89%DOV -0.49%

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 Run Local Agentic AI Workflows with Meta’s Muse Glimmer on NVIDIA NVIDIA Developer Blog · 2026-08-11 03:48 02 大模型巨头LLM GiantsLLM 大手 OpenAI expands Daybreak cybersecurity initiative as AI agent threats evolve - CNBC CNBC Technology · 2026-08-11 02:40 03 半导体Semiconductors半導体 撕下耗能巨獸標籤，輝達工程師盼 AI 資料中心回歸「隱形」 TechNews Taiwan · 2026-08-11 08:10 04 半导体Semiconductors半導体 SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up - The Information The Information AI · 2026-08-11 01:40 05 算力设备Compute Equipment計算インフラ機器 NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital NVIDIA Press Room · 2026-08-11 04:01 06 算力设备Compute Equipment計算インフラ機器 TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics - digitimes DigiTimes · 2026-08-11 06:52

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：Meta×2 / Tokyo Ohka×2 / Anthropic×1Companies: Meta×2 / Tokyo Ohka×2 / Anthropic×1Companies: Meta×2 / Tokyo Ohka×2 / Anthropic×1 叶子链：Agentic AI×4 / Frontier Model×1Leaf tags: Agentic AI×4 / Frontier Model×1Leaf tags: Agentic AI×4 / Frontier Model×1 来源：AI 聚合发现源×1 / 权威媒体×1 / 公司官方×1Sources: AI aggregator discovery×1 / Authority media×1 / Company official×1Sources: AI aggregator discovery×1 / Authority media×1 / Company official×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

NVIDIA Developer Blog 2026-08-11 03:48 US

Run Local Agentic AI Workflows with Meta’s Muse Glimmer on NVIDIA

摘要Digest要約Meta returns to the open source ecosystem with the release of Muse Glimmer, a 30B open-weight dense model with a 120K+ context window built for local AI...

MetaNVIDIATokyo Ohka Agentic AI 订单/合同order/contract受注/契約强适配strong fit強い適合 · 98 公司官方Company official企業公式 RSS 摘要RSS excerptRSS 抜粋

CNBC Technology 2026-08-11 02:40 US

OpenAI expands Daybreak cybersecurity initiative as AI agent threats evolve - CNBC

OpenAI Agentic AI 产能扩张capacity expansion能力拡張强适配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

AI HOT Public Items · LMSYS：Blog（Chatbot Arena 团队） 2026-08-10 19:51 Global public web

SGLang 为 Muse Glimmer 提供 Day-0 支持，针对本地智能体工作流优化推理

MetaTokyo Ohka Agentic 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]

KED Global 2026-08-10 17:51 Korea

S.Korea's Naver invests $7 mn in Anthropic to shift AI strategy, expand global alliance - KED Global

AnthropicNaver Frontier ModelAgentic AI 产能扩张capacity expansion能力拡張强适配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

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。

11 条11 items11 件

公司：NVIDIA×5 / SK Hynix×2 / Apple×1Companies: NVIDIA×5 / SK Hynix×2 / Apple×1Companies: NVIDIA×5 / SK Hynix×2 / Apple×1 叶子链：HBM×11 / GPU×9 / NAND/Storage×1Leaf tags: HBM×11 / GPU×9 / NAND/Storage×1Leaf tags: HBM×11 / GPU×9 / NAND/Storage×1 来源：日韩台供应链媒体×7 / 权威媒体×4Sources: Japan/Taiwan/Korea supply-chain×7 / Authority media×4Sources: Japan/Taiwan/Korea supply-chain×7 / Authority media×4

TechNews Taiwan 2026-08-11 08:10 Taiwan

撕下耗能巨獸標籤，輝達工程師盼 AI 資料中心回歸「隱形」

摘要Digest要約輝達（Nvidia）資深工程師 Sean James 近日撰文指出，隨著 AI 蓬勃發展，資料中心不應持續占據 […]

NVIDIA GPUHBM 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

DigiTimes 2026-08-11 07:24 Taiwan

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill - digitimes

NVIDIA GPUHBM 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 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

TechNews Taiwan 2026-08-11 06:30 Taiwan

投資新契機？或分擔風險？輝達攜手華爾街資金建立 5,000 億美元 AI 融資平台

摘要Digest要約半導體晶片大廠輝達（Nvidia）已與華爾街投資機構包括阿波羅全球管理（Apollo Global Manag […]

NVIDIA GPUHBM 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

The Information AI 2026-08-11 01:40 US

SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up - The Information

MicrosoftMetaSpaceX GPUHBM 产能扩张capacity expansion能力拡張强适配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 2026-08-10 23:00 US

JPMorgan Leads $441 Million Debt Deal for AI Infrastructure Firm - Bloomberg.com

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

Bloomberg Technology 2026-08-10 22:44 US

AI Cloud Provider Lambda Taps Loans for Nvidia-Tied Chip Deal - Bloomberg.com

NVIDIALambda 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

Bloomberg Technology 2026-08-10 17:28 US

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off - Bloomberg.com

未识别Unidentified未識別 GPUHBM 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

DigiTimes 2026-08-10 14:29 Taiwan

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck - digitimes

NVIDIA GPUHBM 供给约束supply constraint供給制約强适配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

DigiTimes 2026-08-10 12:21 Taiwan

Samsung HBM4 yield nears 80% as production race with SK Hynix heats up - digitimes

SK HynixSamsung HBM 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 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

DigiTimes 2026-08-10 11:40 Taiwan

Apple tests CXMT memory chips as shortage, price pressures persist - digitimes

AppleCXMT GPUHBM 供给约束supply constraint供給制約强适配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

DigiTimes 2026-08-10 11:35 Taiwan

SK Hynix faces US patent fight over HBM, 3D NAND - digitimes

SK Hynix HBMNAND/Storage 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 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。

5 条5 items5 件

公司：NVIDIA×1 / TSMC×1Companies: NVIDIA×1 / TSMC×1Companies: NVIDIA×1 / TSMC×1 叶子链：Optical Interconnect×4 / AI Server×2 / AI Factory×1Leaf tags: Optical Interconnect×4 / AI Server×2 / AI Factory×1Leaf tags: Optical Interconnect×4 / AI Server×2 / AI Factory×1 来源：日韩台供应链媒体×3 / AI 聚合发现源×1 / 公司官方×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1 / Company official×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1 / Company official×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

DigiTimes 2026-08-11 06:52 Taiwan

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics - digitimes

TSMC Silicon PhotonicsOptical Interconnect 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 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

AI HOT Public Items · X：Jensen Huang (@JensenHuang) 2026-08-11 05:56 Global public web

英伟达联合六大机构融资5000亿美元建AI工厂

未识别Unidentified未識別 AI ServerOptical Interconnect 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 2026-08-11 04:01 US

NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital

摘要Digest要約NVIDIA today announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time. Demand for AI infrastructure continues to accelerate as countries, governments, enterpri…

NVIDIA AI FactoryFinancing QualityGPUHBM 订单/合同order/contract受注/契約强适配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 77 sources7 sources 跨组 semiconductor

多来源 7 条7 sources7 sources

NVIDIA Press Room2026-08-11 04:01RSS 摘要RSS excerptRSS 抜粋NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of T…
Bloomberg Technology2026-08-11 05:48标题链接Headline/link only見出し/リンクのみNvidia Taps Wall Street for $500 Billion Funding Commitment - Bloomberg.com
Wall Street Journal Technology2026-08-11 05:47标题链接Headline/link only見出し/リンクのみNvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion - WSJ
The Information AI2026-08-11 05:05标题链接Headline/link only見出し/リンクのみNvidia Partners With Private Equity Giants On $500 Billion in AI Compute Financing - The Information
Reuters Technology2026-08-11 04:40标题链接Headline/link only見出し/リンクのみNvidia partners with Wall Street giants to raise $500 billion for AI buildout - Reuters
CNBC Technology2026-08-11 02:58标题链接Headline/link only見出し/リンクのみNvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ - CNBC
Financial Times Technology2026-08-11 00:22标题链接Headline/link only見出し/リンクのみWall Street giants partner with Nvidia on $500bn AI financing deal - Financial Times

DigiTimes 2026-08-10 14:55 Taiwan

SuperAlloy boosts profit and expands into semiconductor green supply chains - digitimes

未识别Unidentified未識別 AI ServerOptical Interconnect 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

DigiTimes 2026-08-10 09:42 Taiwan

Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography - digitimes

未识别Unidentified未識別 Optical Interconnect 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 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。

13 条13 items13 件

公司：Anthropic×1 / Apple×1 / OpenAI×1Companies: Anthropic×1 / Apple×1 / OpenAI×1Companies: Anthropic×1 / Apple×1 / OpenAI×1 叶子链：Data Center Power×13 / Liquid Cooling×6 / Power Semiconductor×1Leaf tags: Data Center Power×13 / Liquid Cooling×6 / Power Semiconductor×1Leaf tags: Data Center Power×13 / Liquid Cooling×6 / Power Semiconductor×1 来源：权威媒体×6 / 日韩台供应链媒体×5 / 产业研究机构×2Sources: Authority media×6 / Japan/Taiwan/Korea supply-chain×5 / Industry research×2Sources: Authority media×6 / Japan/Taiwan/Korea supply-chain×5 / Industry research×2

Taipei Times 2026-08-11 08:00 Taiwan

International groups slam plans to cut broadcasting budget

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

TechNews Taiwan 2026-08-11 07:00 Taiwan

AI 算力需求驅動 800V HVDC 與 GaN 電源生態崛起

摘要Digest要約800V HVDC 並不是短期的概念炒作，而是即將真實發生的 AI 算力基建之核心基礎設施重構。當單機櫃功率從 […]

未识别Unidentified未識別 Data Center PowerPower Semiconductor 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

KED Global 2026-08-11 03:10 Korea

Corstone buys S.Korea’s power equipment maker Woojin for $212 mn to tap AI boom - KED Global

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

Bloomberg Technology 2026-08-11 02:38 US

OpenAI Is Hiring a Power-Trading Lead for Its Data Center Portfolio - Bloomberg.com

OpenAI 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

Financial Times Technology 2026-08-11 01:38 Europe

AI will boost oil and gas production more than green energy, report finds - 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

Nikkei Asia Technology 2026-08-11 00:37 Japan

Data center insurers confront new risks as market reaches $10bn - Nikkei Asia

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

Reuters Technology 2026-08-11 00:11 US

Lenders scrutinize US data center financing as community opposition builds - Reuters

Maeil Business English 2026-08-10 22:41 Korea

Power demand seen rising from second week of August

摘要Digest要約South Korea expects electricity demand to climb sharply from the second week of August as businesses..

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

Maeil Business English 2026-08-10 22:00 Korea

“Nuclear fusion power generation is now a matter of timing and scale”

摘要Digest要約CEO Bob Mumgaard‘s First Exclusive Interview with Korean MediaBob Mumgaard, the CEO of Commonwealth ..

Bloomberg Technology 2026-08-10 20:31 US

Anthropic, Macquarie and GIC Form Venture for AI Data Centers - Bloomberg.com

AnthropicApple 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

Reuters Technology 2026-08-10 18:06 US

Data center operator CyrusOne plans potential 2027 IPO, banks pitch for roles, sources say - Reuters

IDC Research 2026-08-10 11:07 US

Building the AI-Ready Enterprise: Cisco's Vision for Integrated Infrastructure and Security - IDC | Trusted Tech Intelligence

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 2026-08-10 11:00 US

ServiceNow Knowledge 2026: Shift from AI Chaos to Control and Action - IDC | Trusted Tech Intelligence

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。

1 条1 items1 件

公司：TSMC×1Companies: TSMC×1Companies: TSMC×1 叶子链：Embodied AI×1 / Robotics×1Leaf tags: Embodied AI×1 / Robotics×1Leaf tags: Embodied AI×1 / Robotics×1 来源：权威媒体×1Sources: Authority media×1Sources: Authority media×1

Bloomberg Technology 2026-08-10 15:35 US

Sony, TSMC to Invest $6.4 Billion in Joint Chip Plant in Japan - Bloomberg.com

TSMC RoboticsEmbodied AI 产能扩张capacity expansion能力拡張强适配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 Technology2026-08-10 15:35标题链接Headline/link only見出し/リンクのみSony, TSMC to Invest $6.4 Billion in Joint Chip Plant in Japan - Bloomberg.com
The Japan Times Business2026-08-10 11:05标题链接Headline/link only見出し/リンクのみSony and TSMC to invest ¥1 trillion in joint chip plant in Japan - The Japan Times
Nikkei Asia Technology2026-08-10 10:02标题链接Headline/link only見出し/リンクのみSony, TSMC to invest $6.3bn in advanced image sensor plant in Kumamoto - Nikkei Asia
Taipei Times2026-08-11 08:00RSS 摘要RSS excerptRSS 抜粋TSMC, Sony to invest in sensor plant

来源审计明细Source Audit Detailソース監査詳細 · 44/46 publishers · 48/50 feeds

Alphabet 1/1 feeds