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

-0.12% 收盘Close終値 26,370.89 · 2026-08-31

^GSPC

标普 500S&P 500标普 500

-0.33% 收盘Close終値 7,686.14 · 2026-08-31

AIQ

AI & Big DataAI & Big DataAI & Big Data

+0.12% 收盘Close終値 64.30 · 2026-08-31

SOXX

半导体整体Broad Semiconductors半导体整体

+0.48% 收盘Close終値 511.04 · 2026-08-31

XSD

半导体等权Equal-Weight Semiconductors半导体等权

+0.68% 收盘Close終値 485.14 · 2026-08-31

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

-0.39% 收盘Close終値 27.89 · 2026-08-31

GRID

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

-0.45% 收盘Close終値 178.39 · 2026-08-31

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

+0.74% 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% 2026-08-31 AMD +1.10%ARM +1.20%AVGO +0.42%

ETF 持仓派生ETF holdings-derivedETF 持仓派生

存储/HBMMemory / HBM存储/HBM

+2.27% DRAM

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 38.80% 2026-08-31 MU +2.77%STX -0.17%SNDK +5.50%

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

-0.47% 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% 2026-08-31 AMAT -0.71%ASML -0.01%KLAC -0.05%

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

-0.22% 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% 2026-08-31 ANET +0.16%CIEN +1.15%COHR -0.49%

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

+0.12% 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% 2026-08-31 CLS +0.23%DELL -0.05%FLEX -1.13%

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

-0.04% DTCR

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 109.52% 2026-08-31 DLR +0.06%AMT -0.30%EQIX +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

-0.37% 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% 2026-08-31 ETN -0.22%GEV -1.47%HUBB -1.14%

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

-0.50% 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% 2026-08-31 AAON +0.13%CARR -0.97%DOV -2.24%

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 AWS Weekly Roundup: Welcome DuckLabs to the team, Agentic Resource Discovery (ARD), and more (August 31, 2026) AWS News Blog · 2026-08-31 22:45 02 大模型巨头LLM GiantsLLM 大手 Exclusive | Anthropic Signs $35 Billion Cloud Deal Backed by Nvidia - WSJ Wall Street Journal Technology · 2026-09-01 07:25 03 半导体Semiconductors半導体 NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms NVIDIA Press Room · 2026-08-31 20:30 04 半导体Semiconductors半導体 輝達聯發科深化合作，黃仁勳、蔡力行揭密 35 億美元投資與全方位改寫 AI 產業規則邏輯 TechNews Taiwan · 2026-09-01 03:00 05 算力设备Compute Equipment計算インフラ機器 AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live - Taiwan News Taiwan News · 2026-08-31 19:15 06 算力设备Compute Equipment計算インフラ機器 AI 智能体自主协作攻破 Hugging Face 服务器 AI HOT Public Items · Ethan Mollick：One Useful Thing（RSS） · 2026-08-31 08:24

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。

6 条6 items6 件

公司：OpenAI×2 / AWS×1 / Amazon×1Companies: OpenAI×2 / AWS×1 / Amazon×1Companies: OpenAI×2 / AWS×1 / Amazon×1 叶子链：Agentic AI×6 / Frontier Model×3Leaf tags: Agentic AI×6 / Frontier Model×3Leaf tags: Agentic AI×6 / Frontier Model×3 来源：AI 聚合发现源×2 / 权威媒体×2 / 公司官方×1Sources: AI aggregator discovery×2 / Authority media×2 / Company official×1Sources: AI aggregator discovery×2 / Authority media×2 / Company official×1 AGY/Gemini 候选 2 条AGY/Gemini candidates: 2AGY/Gemini candidates: 2

Wall Street Journal Technology 2026-09-01 07:25 US

Exclusive | Anthropic Signs $35 Billion Cloud Deal Backed by Nvidia - WSJ

AnthropicNVIDIA 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

AI HOT Public Items · Gary Marcus：The Road to AI We Can Trust（RSS） 2026-08-31 23:24 Global public web

Dwarkesh Patel 对 OpenAI/Hugging Face 事件的爆款解读被指危险误导

OpenAI 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]

AWS News Blog 2026-08-31 22:45 US

AWS Weekly Roundup: Welcome DuckLabs to the team, Agentic Resource Discovery (ARD), and more (August 31, 2026)

摘要Digest要約The news that interested me the most last week was the DuckLabs acquisition. AWS has signed a definitive agreement to acquire DuckLabs, the Amsterdam-based company behind DuckDB, the popular open source analytical database that runs in-process and executes SQL directly against files like Parquet, CSV, and JSON. DuckDB stays open source under its independent…

AmazonAWS 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

Taiwan News 2026-08-31 22:00 Taiwan

Leadde AI Video Agent Expands Enterprise Document-to-Video Workflows for Training, Compliance and Business Communication - Taiwan News

未识别Unidentified未識別 Agentic AI 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

AI HOT Public Items · IT之家（RSS） 2026-08-31 19:35 Global public web

DeepSeek-V4-Flash-Vision-Exp 模型已开源，多模态 Agent 能力接近 Opus-4.8

Tokyo Ohka Agentic AI 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]

Wall Street Journal Technology 2026-08-31 11:55 US

Exclusive | The $5.5 Billion Perk SoftBank’s Data-Center Venture Offered to Land OpenAI - WSJ

OpenAI Frontier ModelAgentic AI 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

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。

15 条15 items15 件

公司：NVIDIA×5 / SK Hynix×3 / Alphabet×2Companies: NVIDIA×5 / SK Hynix×3 / Alphabet×2Companies: NVIDIA×5 / SK Hynix×3 / Alphabet×2 叶子链：HBM×13 / GPU×11 / AI ASIC×2Leaf tags: HBM×13 / GPU×11 / AI ASIC×2Leaf tags: HBM×13 / GPU×11 / AI ASIC×2 来源：日韩台供应链媒体×9 / 权威媒体×5 / 公司官方×1Sources: Japan/Taiwan/Korea supply-chain×9 / Authority media×5 / Company official×1Sources: Japan/Taiwan/Korea supply-chain×9 / Authority media×5 / Company official×1

TechNews Taiwan 2026-09-01 08:10 Taiwan

米粒大「彩虹晶片」可產生多組毫米波，助攻 6G 與量子計時

摘要Digest要約英國拉夫堡大學（Loughborough University）與國際合作團隊近日展示約米粒大小的微晶片，能產 […]

未识别Unidentified未識別 GPUHBM 订单/合同order/contract受注/契約强适配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 2026-09-01 07:40 Taiwan

Nvidia targets HBM race with custom NVHBM, expands NVLink Fusion - digitimes

NVIDIA HBM 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

TechNews Taiwan 2026-09-01 07:30 Taiwan

搶搭 AI 供應鏈多頭列車！實測元大證券「投資先生 APP」簡易模式，零股下單防呆又流暢

摘要Digest要約當台股加權指數一次次改寫歷史新高、今年以來指數大漲逾五成，其中 AI 題材從記憶體、電源散熱、CPO、載板、被 […]

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

DigiTimes 2026-09-01 07:09 Taiwan

SK Hynix explores Intel as second source for HBM base dies - digitimes

SK Hynix 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

TechNews Taiwan 2026-09-01 03:00 Taiwan

輝達聯發科深化合作，黃仁勳、蔡力行揭密 35 億美元投資與全方位改寫 AI 產業規則邏輯

摘要Digest要約半導體大廠輝達（NVIDIA）與聯發科技（MediaTek）於 2026 年 8 月 31 日共同宣布深化長期 […]

NVIDIA GPUHBM 订单/合同order/contract受注/契約强适配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

Nikkei Asia Technology 2026-09-01 02:03 Japan

Japanese play for SK Hynix chip plant faces South Korean policy hurdles - Nikkei Asia

SK Hynix 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/リンクのみ多来源 55 sources5 sources

多来源 5 条5 sources5 sources

Nikkei Asia Technology2026-09-01 02:03标题链接Headline/link only見出し/リンクのみJapanese play for SK Hynix chip plant faces South Korean policy hurdles - Nikkei Asia
The Japan Times Business2026-08-31 17:27标题链接Headline/link only見出し/リンクのみSK Hynix weighs Japan memory fab partnership to supply AI boom - The Japan Times
Bloomberg Technology2026-08-31 17:13标题链接Headline/link only見出し/リンクのみSK Hynix Weighs Japan Memory Plant Deal to Supply AI Boom - Bloomberg.com
BusinessKorea2026-08-31 20:35标题链接Headline/link only見出し/リンクのみSK Chairman Chey Keeps Japan Chip Plant Under Review - Businesskorea
KED Global2026-08-31 18:53标题链接Headline/link only見出し/リンクのみSK Group’s Chey says SK Hynix is reviewing memory chip plant sites in Japan - KED Global

Nikkei Asia Technology 2026-09-01 01:00 Japan

Sony chip unit to team with Saudi Aramco on plant maintenance AI - Nikkei Asia

未识别Unidentified未識別 GPUHBM 产能扩张capacity expansion能力拡張通过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 2026-08-31 23:17 US

Chinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO price - 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/リンクのみ多来源 22 sources2 sources

多来源 2 条2 sources2 sources

Reuters Technology2026-08-31 23:17标题链接Headline/link only見出し/リンクのみChinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO price - Reuters
Bloomberg Technology2026-08-31 19:33标题链接Headline/link only見出し/リンクのみTencent-Backed China Chipmaker Enflame Seeks $911 Million in IPO - Bloomberg.com

Reuters Technology 2026-08-31 22:48 US

Nvidia to invest $3.5 billion in chipmaker MediaTek, expand partnership - Reuters

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

DigiTimes 2026-08-31 22:25 Taiwan

Nvidia takes US$3.5 billion of MediaTek's record US$3.9 billion convertible bond - digitimes

NVIDIA GPUHBM 产业融资strategic financing産業ファイナンス通过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标题链接Headline/link only見出し/リンクのみ

NVIDIA Press Room 2026-08-31 20:30 US

NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms

摘要Digest要約NVIDIA and MediaTek today announced a deepening of their longstanding collaboration to build the next generations of AI computing platforms — spanning AI infrastructure, local AI computing and automotive. As part of the expanded collaboration, MediaTek will adopt the NVIDIA NVLink Fusion™ platform to provide hyperscalers, cloud service providers and frontie…

NVIDIA GPUHBM 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 22 sources2 sources

多来源 2 条2 sources2 sources

NVIDIA Press Room2026-08-31 20:30RSS 摘要RSS excerptRSS 抜粋NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms
Taiwan News2026-08-31 20:30标题链接Headline/link only見出し/リンクのみNVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms - Taiwan News

Maeil Business English 2026-08-31 19:12 Korea

Korea’s output stalls in July, capex hits five-month high on chip boom

摘要Digest要約South Korea’s industrial production and consumption remained sluggish in July, while facility invest..

Alphabet AI ASIC 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

Wall Street Journal Technology 2026-08-31 18:00 US

Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers - WSJ

未识别Unidentified未識別 GPUHBM 监管/出口管制regulatory/export control規制/輸出管理通过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 Korea Herald 2026-08-31 13:57 Korea

CXMT announces LPDDR6 mass production ahead of Samsung, SK hynix - The Korea Herald

CXMTSK HynixSamsung 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

DigiTimes 2026-08-31 09:27 Taiwan

Weekly news roundup: US pressures Korea chip investment, MediaTek wins Google TPU, Apple debuts 2nm M6 - digitimes

AlphabetApple AI ASIC 产业融资strategic financing産業ファイナンス通过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。

4 条4 items4 件

公司：AMD×1 / OpenAI×1Companies: AMD×1 / OpenAI×1Companies: AMD×1 / OpenAI×1 叶子链：AI Server×3 / Optical Interconnect×2 / AI Factory×1Leaf tags: AI Server×3 / Optical Interconnect×2 / AI Factory×1Leaf tags: AI Server×3 / Optical Interconnect×2 / AI Factory×1 来源：日韩台供应链媒体×2 / AI 聚合发现源×1 / 权威媒体×1Sources: Japan/Taiwan/Korea supply-chain×2 / AI aggregator discovery×1 / Authority media×1Sources: Japan/Taiwan/Korea supply-chain×2 / AI aggregator discovery×1 / Authority media×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

DigiTimes 2026-09-01 07:39 Taiwan

AI server cooling specialist Nidec expands Vietnam capacity, forms liquid-cooling team - 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

Reuters Technology 2026-08-31 21:39 US

EU orders AI supercomputer from Bull as demand exceeds capacity - Reuters

未识别Unidentified未識別 AI Factory 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

Taiwan News 2026-08-31 19:15 Taiwan

AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live - Taiwan News

AMD AI ServerOptical Interconnect 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

AI HOT Public Items · Ethan Mollick：One Useful Thing（RSS） 2026-08-31 08:24 Global public web

AI 智能体自主协作攻破 Hugging Face 服务器

OpenAI AI ServerOptical Interconnect 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]

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。

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公司：NVIDIA×2 / AWS×1 / Alphabet×1Companies: NVIDIA×2 / AWS×1 / Alphabet×1Companies: NVIDIA×2 / AWS×1 / Alphabet×1 叶子链：Data Center Power×14 / Liquid Cooling×6 / Thermal Management×1Leaf tags: Data Center Power×14 / Liquid Cooling×6 / Thermal Management×1Leaf tags: Data Center Power×14 / Liquid Cooling×6 / Thermal Management×1 来源：权威媒体×10 / 公司官方×2 / 日韩台供应链媒体×2Sources: Authority media×10 / Company official×2 / Japan/Taiwan/Korea supply-chain×2Sources: Authority media×10 / Company official×2 / Japan/Taiwan/Korea supply-chain×2

NVIDIA Developer Blog 2026-09-01 04:56 US

Maximizing AI Factory Performance per Watt with NVIDIA DSX MaxLPS

摘要Digest要約AI factories are power-constrained industrial systems. The question is no longer how many GPUs fit in a data center, but how much AI output each available...

AlphabetNVIDIA Data Center Power 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

AWS News Blog 2026-09-01 03:53 US

Amazon EC2 R9g and R9gd instances powered by AWS Graviton5 processors are now generally available

摘要Digest要約Amazon EC2 R9g and R9gd instances powered by AWS Graviton5 are now generally available, delivering up to 25% better compute performance than R8g, ideal for databases, in-memory caches, and real-time analytics.

AmazonAWS Data Center Power 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

Wall Street Journal Technology 2026-09-01 02:37 US

Westinghouse Electric Wants to Ride a Nuclear Power Revival to an IPO - WSJ

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

Bloomberg Technology 2026-09-01 01:40 US

SLB to Buy Data Center Cooling Firm Kelvion for $3.4 Billion - Bloomberg.com

未识别Unidentified未識別 Thermal Management 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

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Bloomberg Technology2026-09-01 01:40标题链接Headline/link only見出し/リンクのみSLB to Buy Data Center Cooling Firm Kelvion for $3.4 Billion - Bloomberg.com
Wall Street Journal Technology2026-08-31 19:29标题链接Headline/link only見出し/リンクのみSLB to Buy Data Center Cooling Firm Kelvion for $4.1 Billion - WSJ

CNBC Technology 2026-09-01 01:31 US

Trump says U.S. communities opposing AI data centers could end up 'backwards and poor' - cnbc.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 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

CNBC Technology2026-09-01 01:31标题链接Headline/link only見出し/リンクのみTrump says U.S. communities opposing AI data centers could end up 'backwards and poor' - cnbc.com
Wall Street Journal Technology2026-09-01 00:31标题链接Headline/link only見出し/リンクのみTrump Says Communities That Oppose Data Centers Risk Becoming ‘Backwards and Poor’ - WSJ

Bloomberg Technology 2026-09-01 01:18 US

AI Billionaire-Backed Group Launches Pro-Data Center Ad Blitz - Bloomberg.com

Reuters Technology 2026-08-31 23:30 US

SLB expands data center business with $4.1 billion deal for Kelvion - Reuters

未识别Unidentified未識別 Data Center PowerLiquid Cooling 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

IDC Research 2026-08-31 23:25 US

NVIDIA FY 2Q27 Results: Orchestrating the AI Infrastructure Economy - IDC | Trusted Tech Intelligence

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 · 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

Bloomberg Technology 2026-08-31 22:36 US

Trump Says ‘Let Data Reign’ in Call to Support Data Centers - Bloomberg.com

The Information AI 2026-08-31 21:00 US

Saudi AI Firm Humain Partners With Together AI, MinIO on Data Centers - The Information

Bloomberg Technology 2026-08-31 20:31 US

LG Energy Signs Lithium-Supply Deal With Smackover in Arkansas - Bloomberg.com

Apple 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

Financial Times Technology 2026-08-31 18:24 Europe

UK offers homegrown AI start-ups £100mn to improve public services - Financial Times

Taiwan News 2026-08-31 12:17 Taiwan

SIBIONICS Showcases GS3 in Melbourne, Advancing More Efficient, AI-Powered Glucose Monitoring - Taiwan News

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

Financial Times Technology 2026-08-31 12:00 Europe

Crypto groups spend record $640mn buying back their own tokens - Financial Times

Tokyo Ohka 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 2026-08-31 10:41 Taiwan

Interview: Taiwan's National Atomic Research Institute eyes SMRs for AI power shift - digitimes

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。

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