https://slicast.com/commentary/ssi-2026-11-06 Slicast en 2026-11-06T21:41:12.996Z Safe Superintelligence NVIDIA Investment: $5B Deal and Compute Expansion, July 2026 https://slicast.com/zh/commentary/ssi-2026-11-06 Slicast zh-cn 2026-11-06T21:41:12.996Z 英伟达50亿美元投资Safe Superintelligence：算力十倍扩展与芯片生态转向，2026年7月 https://slicast.com/commentary/nvidia-2026-11-06 Slicast en 2026-11-06T21:31:02.123Z Nvidia H200 Hong Kong Stockpile: China Import Freeze, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-06 Slicast zh-cn 2026-11-06T21:31:02.123Z 英伟达H200香港积压：中国进口受阻，2026年11月 https://slicast.com/commentary/nuscale-2026-11-06 Slicast en 2026-11-06T21:17:00.466Z NuScale Power Q3 2026 Results, November 2026: 13.6% Session Gain in Nuclear Sector Rebound https://slicast.com/zh/commentary/nuscale-2026-11-06 Slicast zh-cn 2026-11-06T21:17:00.466Z NuScale Power 2026年第三季度业绩，2026年11月：核能板块反弹中单日涨幅13.6% https://slicast.com/commentary/oklo-2026-11-06 Slicast en 2026-11-06T21:00:27.972Z Oklo Surges 24% in November 2026 as Reports Cite Narrower Loss and Nuclear Sector Rebound; Wedbush Initiates with Buy https://slicast.com/zh/commentary/oklo-2026-11-06 Slicast zh-cn 2026-11-06T21:00:27.972Z Oklo（OKLO）2026年11月单日涨24%：报道援引亏损收窄及核能板块反弹，Wedbush启动买入覆盖 https://slicast.com/commentary/applied-digital-2026-11-06 Slicast en 2026-11-06T20:22:05.542Z Applied Digital (APLD) Financing Squeeze and Stock Volatility, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-06 Slicast zh-cn 2026-11-06T20:22:05.542Z Applied Digital（APLD）：融资压力与股价震荡，2026年11月 https://slicast.com/brief/2026-11-07 Slicast en 2026-11-06T20:08:14.865Z Latest AI Infrastructure News: November 7, 2026 https://slicast.com/zh/brief/2026-11-07 Slicast zh-cn 2026-11-06T20:08:14.865Z AI 基础设施新闻早报 · 2026年11月7日 https://slicast.com/ko/brief/2026-11-07 Slicast ko 2026-11-06T20:08:14.865Z 최신 AI 인프라 뉴스 · 2026년 11월 7일 https://slicast.com/article/s4bfho Slicast en 2026-11-06T19:40:07.000Z Brookfield (BAM) has posted the transcript of its Q3 2026 earnings call. https://slicast.com/zh/article/s4bfho Slicast zh-cn 2026-11-06T19:40:07.000Z Brookfield（BAM）已发布其2026年第三季度财报电话会议的文字实录。 https://slicast.com/article/1bvnbmj Slicast en 2026-11-06T19:08:04.000Z Crusoe has handed Google a pre-developed AI data center site in Wyoming. https://slicast.com/zh/article/1bvnbmj Slicast zh-cn 2026-11-06T19:08:04.000Z Crusoe已将一处经过前期开发的AI数据中心选址交付给谷歌，地点位于怀俄明州。 https://slicast.com/ko/article/1bvnbmj Slicast ko 2026-11-06T19:08:04.000Z Crusoe가 Google에 와이오밍주의 사전 개발된 AI 데이터센터 부지를 넘겼다. https://slicast.com/article/fquk3g Slicast en 2026-11-06T19:07:41.000Z According to The New York Times, old, polluting jet engines are being scavenged and repurposed to generate power for data centers. https://slicast.com/zh/article/fquk3g Slicast zh-cn 2026-11-06T19:07:41.000Z 据《纽约时报》报道，老旧、高污染的喷气发动机正被回收拆解，用于为数据中心发电。 https://slicast.com/ko/article/fquk3g Slicast ko 2026-11-06T19:07:41.000Z 뉴욕타임스에 따르면, 오래되고 공해를 유발하는 제트 엔진을 회수해 데이터센터에 전력을 공급하는 용도로 개조하는 사례가 늘고 있다. https://slicast.com/article/12nncwb Slicast en 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar says the data-center buildout will continue after the US midterm elections. https://slicast.com/zh/article/12nncwb Slicast zh-cn 2026-11-06T18:51:04.000Z OpenAI首席财务官Sarah Friar表示，美国中期选举之后，数据中心建设将继续推进。 https://slicast.com/ko/article/12nncwb Slicast ko 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar는 미국 중간선거 이후에도 데이터센터 구축이 계속될 것이라고 말했다. https://slicast.com/article/1y5u239 Slicast en 2026-11-06T18:32:59.000Z Core Scientific has sold 816 BTC and now holds just 32 BTC as it accelerates its AI pivot. https://slicast.com/zh/article/1y5u239 Slicast zh-cn 2026-11-06T18:32:59.000Z Core Scientific已出售816枚比特币，目前仅持有32枚，其向AI基础设施转型的步伐正在加快。 https://slicast.com/ko/article/1y5u239 Slicast ko 2026-11-06T18:32:59.000Z Core Scientific가 816 BTC를 매각하고 현재 32 BTC만 보유하고 있으며, AI 전환을 가속하고 있습니다. https://slicast.com/article/1506skc Slicast en 2026-11-06T18:23:03.000Z AWS has added NVIDIA GPU partitioning to SageMaker inference endpoints. https://slicast.com/zh/article/1506skc Slicast zh-cn 2026-11-06T18:23:03.000Z AWS已为SageMaker推理端点加入英伟达图形处理器分区功能。 https://slicast.com/article/17jxgiv Slicast en 2026-11-06T18:00:00.000Z Duke Energy says it will stay the course on its data-center-driven growth plan after the 'historic' election, with its large-load pipeline of 15.4 GW virtually unchanged since the first quarter of 202 https://slicast.com/zh/article/17jxgiv Slicast zh-cn 2026-11-06T18:00:00.000Z 杜克能源表示，在历史性选举之后，其数据中心驱动的增长计划保持不变：大负荷项目储备自2026年第一季度以来基本维持在15.4吉瓦，同时推进1030亿美元的投资计划。 https://slicast.com/ko/article/17jxgiv Slicast ko 2026-11-06T18:00:00.000Z Duke Energy는 '역사적인' 선거 이후에도 데이터센터 중심 성장 계획을 유지하겠다고 밝혔다. 2026년 1분기 이후 15.4GW 규모의 대형 부하 파이프라인은 사실상 변동이 없으며, 회사는 1,030억 달러 규모의 투자 계획을 추진하고 있다. https://slicast.com/article/nteidi Slicast en 2026-11-06T17:39:00.000Z OpenAI is rebranding data centers as 'compute campuses' and promising local benefits to win over opponents. https://slicast.com/zh/article/nteidi Slicast zh-cn 2026-11-06T17:39:00.000Z OpenAI正将数据中心改称为“compute campuses”，并承诺为当地带来收益，以争取反对者的支持。 https://slicast.com/ko/article/nteidi Slicast ko 2026-11-06T17:39:00.000Z OpenAI는 데이터센터를 '컴퓨팅 캠퍼스'로 재브랜딩하며, 반대 여론을 누그러뜨리기 위해 지역 사회에 대한 혜택을 약속하고 있다. https://slicast.com/article/1v1f6yd Slicast en 2026-11-06T17:34:34.000Z Musk's firm SpaceXAI plans a data center in Arizona that the company says will reach 6 GW of capacity, with construction possibly starting in March 2027. https://slicast.com/zh/article/1v1f6yd Slicast zh-cn 2026-11-06T17:34:34.000Z 马斯克旗下公司SpaceXAI计划在亚利桑那州建设一座数据中心，公司称其容量将达到6吉瓦，施工或最早于2027年3月开始。 https://slicast.com/ko/article/1v1f6yd Slicast ko 2026-11-06T17:34:34.000Z 머스크의 기업 SpaceXAI는 아리조나주에 데이터센터를 건설할 계획이며, 회사는 이 시설의 용량이 6GW에 이를 것이라고 밝혔습니다. 공사는 2027년 3월에 시작될 수도 있습니다. https://slicast.com/article/1t7rua Slicast en 2026-11-06T17:34:00.000Z Vistra posted record Q3 2026 adjusted EBITDA of $2.38 billion, introduced 2027 guidance of $7.7–$8.5 billion, and set a target of $24 FCF per share by 2030. https://slicast.com/zh/article/1t7rua Slicast zh-cn 2026-11-06T17:34:00.000Z Vistra公布2026年第三季度调整后息税折旧摊销前利润创纪录达23.8亿美元，给出2027年指引为77亿至85亿美元，并设定2030年每股自由现金流24美元的目标。 https://slicast.com/ko/article/1t7rua Slicast ko 2026-11-06T17:34:00.000Z Vistra, 2026년 3분기 조정 EBITDA 23억 8천만 달러로 사상 최고치를 기록했으며, 2027년 가이던스로 77억~85억 달러를 제시하고 2030년까지 주당 잉여현금흐름(FCF) 24달러를 목표로 설정했다. https://slicast.com/article/1hw565k Slicast en 2026-11-06T17:13:26.000Z Lumai is testing optical AI servers in a UK lab to see whether shifting inference prefill work off GPUs can ease data-center power constraints. https://slicast.com/zh/article/1hw565k Slicast zh-cn 2026-11-06T17:13:26.000Z Lumai正在英国实验室测试光学AI服务器，以验证将推理预填充任务从图形处理器上转移出去，能否缓解数据中心的电力限制。 https://slicast.com/article/1z03h2o Slicast en 2026-11-06T17:02:24.000Z According to CNBC, CoreWeave's bond yield has climbed above 16%, making the AI 'credit card' more expensive for neoclouds. https://slicast.com/zh/article/1z03h2o Slicast zh-cn 2026-11-06T17:02:24.000Z 据CNBC报道，CoreWeave的债券收益率已突破16%，AI基础设施的‘信用卡’式融资成本正在攀升。 https://slicast.com/ko/article/1z03h2o Slicast ko 2026-11-06T17:02:24.000Z CNBC에 따르면 CoreWeave의 채권 수익률이 16%를 넘어서며, 신흥 클라우드 기업(neocloud)들에게 AI '신용카드'의 비용이 더 높아졌다. https://slicast.com/article/10ihk5j Slicast en 2026-11-06T16:41:46.000Z VAST Data says it has more than $10 billion in AI infrastructure commitments from 14 customers. https://slicast.com/zh/article/10ihk5j Slicast zh-cn 2026-11-06T16:41:46.000Z VAST Data称，其已从14家客户处获得超过100亿美元的AI基础设施承诺。 https://slicast.com/ko/article/10ihk5j Slicast ko 2026-11-06T16:41:46.000Z VAST Data는 14개 고객으로부터 100억 달러 이상의 AI 인프라 계약을 확보했다고 밝혔다. https://slicast.com/article/df7rj6 Slicast en 2026-11-06T16:24:19.000Z KuCoin reports that OpenAI and Anthropic will capture 25–40% of global new AI compute in 2027. https://slicast.com/zh/article/df7rj6 Slicast zh-cn 2026-11-06T16:24:19.000Z KuCoin报道称，OpenAI和Anthropic将在2027年占据全球新增人工智能算力的25%至40%。 https://slicast.com/ko/article/df7rj6 Slicast ko 2026-11-06T16:24:19.000Z KuCoin은 2027년 전 세계 신규 AI 컴퓨팅의 25~40%를 OpenAI와 Anthropic이 차지할 것이라고 발표했다. https://slicast.com/article/abgq2f Slicast en 2026-11-06T16:22:53.000Z Record bookings are supporting a third raise to Equinix's 2026 outlook, according to ad-hoc-news.de. https://slicast.com/zh/article/abgq2f Slicast zh-cn 2026-11-06T16:22:53.000Z 据ad-hoc-news.de报道，创纪录的订单量支撑Equinix第三次上调2026年业绩指引。 https://slicast.com/ko/article/abgq2f Slicast ko 2026-11-06T16:22:53.000Z 기록적인 수주 실적에 힘입어 ad-hoc-news.de에 따르면 Equinix가 2026년 전망치를 세 번째로 상향 조정했다. https://slicast.com/article/abqi9m Slicast en 2026-11-06T16:20:31.000Z Investors are reacting to Black Hills' strong earnings and a Google data center deal, according to Simply Wall St. https://slicast.com/zh/article/abqi9m Slicast zh-cn 2026-11-06T16:20:31.000Z 据Simply Wall St报道，投资者正对Black Hills的强劲财报及其与谷歌的数据中心协议作出反应。 https://slicast.com/article/goycwh Slicast en 2026-11-06T16:12:58.000Z CBS News reports that connecting data centers to Illinois' electrical grid is estimated to cost ComEd more than $3 billion. https://slicast.com/zh/article/goycwh Slicast zh-cn 2026-11-06T16:12:58.000Z CBS News报道，ComEd为将数据中心接入伊利诺伊州电网，预计需要承担超过30亿美元的成本。 https://slicast.com/ko/article/goycwh Slicast ko 2026-11-06T16:12:58.000Z CBS News는 일리노이주 전력망에 데이터센터를 연결하는 데 ComEd가 30억 달러 이상을 부담하게 될 것으로 추정된다고 보도했다. https://slicast.com/article/11kjc1o Slicast en 2026-11-06T16:10:36.000Z Sempra expects a 20% increase to Oncor's capital plan, driven by load growth, and CEO Allen Nye said 'it's too soon to tell exactly' how the midterm elections will affect the utility. https://slicast.com/zh/article/11kjc1o Slicast zh-cn 2026-11-06T16:10:36.000Z Sempra预计，受负载增长驱动，Oncor的资本支出计划将增加20%；首席执行官Allen Nye表示，目前还很难准确判断中期选举结果将如何影响Oncor。 https://slicast.com/ko/article/11kjc1o Slicast ko 2026-11-06T16:10:36.000Z Sempra는 부하 증가에 따라 Oncor의 자본 계획이 20% 늘어날 것으로 예상하고 있으며, Allen Nye 최고경영자(CEO)는 중간선거가 해당 유틸리티에 미칠 영향에 대해 "정확히 말하기에는 아직 이르다"고 밝혔다. https://slicast.com/article/1hgmr6x Slicast en 2026-11-06T16:07:30.000Z Citrini says AI capex growth may have peaked, even as hyperscaler spending nears $1 trillion, according to tokenpost. https://slicast.com/zh/article/1hgmr6x Slicast zh-cn 2026-11-06T16:07:30.000Z 据tokenpost报道，Citrini认为人工智能资本支出增速可能已经见顶，而超大规模云服务商的支出已接近1万亿美元。 https://slicast.com/ko/article/1hgmr6x Slicast ko 2026-11-06T16:07:30.000Z Citrini는 AI 설비투자 증가세가 정점을 찍었을 수 있다고 말했으며, 이는 하이퍼스케일러 지출이 1조 달러에 육박하는 상황에서 나온 것이라고 tokenpost가 보도했다. https://slicast.com/article/169feio Slicast en 2026-11-06T16:05:00.000Z Oklo shares jumped 19% on a narrower-than-expected loss, while NuScale Power rose 15% and Nano Nuclear Energy rose 9% as nuclear stocks rebounded. https://slicast.com/zh/article/169feio Slicast zh-cn 2026-11-06T16:05:00.000Z Oklo股价因亏损收窄好于预期上涨19%，NuScale Power上涨15%，Nano Nuclear Energy上涨9%，核能概念股整体反弹。 https://slicast.com/ko/article/169feio Slicast ko 2026-11-06T16:05:00.000Z Oklo 주가는 예상보다 작은 손실을 기록하면서 19% 급등했으며, NuScale Power는 15%, Nano Nuclear Energy는 9% 상승하는 등 원자력 관련주가 반등했다. https://slicast.com/article/189uoig Slicast en 2026-11-06T15:59:50.000Z Fortinet is expanding its AI security offering through Equinix, according to ad-hoc-news.de. https://slicast.com/zh/article/189uoig Slicast zh-cn 2026-11-06T15:59:50.000Z 据ad-hoc-news.de报道，Fortinet正通过Equinix扩大其人工智能安全业务的覆盖范围。 https://slicast.com/article/rqgc2h Slicast en 2026-11-06T15:33:00.000Z Stop Dirty Data Centres has called two days of 'days of action' protests across Europe, following anti-data center midterm campaigns in the US. https://slicast.com/zh/article/rqgc2h Slicast zh-cn 2026-11-06T15:33:00.000Z Stop Dirty Data Centres发起为期两天的欧洲范围“行动日”抗议，此前美国期中选举中已出现反数据中心的议题。 https://slicast.com/ko/article/rqgc2h Slicast ko 2026-11-06T15:33:00.000Z Stop Dirty Data Centres는 미국의 데이터센터 반대 중간선거 운동에 이어, 유럽 전역에서 이틀간의 '행동의 날' 시위를 주최한다고 발표했다. https://slicast.com/article/s9dyqc Slicast en 2026-11-06T15:31:41.000Z ING Bank is looking to sell $500m of data center loans at once, including loans tied to the Stargate site, in what Data Center Dynamics describes as a wobbly market. https://slicast.com/zh/article/s9dyqc Slicast zh-cn 2026-11-06T15:31:41.000Z ING Bank正寻求一次性出售5亿美元数据中心贷款，其中包括与Stargate站点相关的贷款，市场环境被描述为动荡不稳。 https://slicast.com/ko/article/s9dyqc Slicast ko 2026-11-06T15:31:41.000Z ING Bank은 Stargate 사이트와 관련된 대출을 포함해 데이터센터 대출 5억 달러어치를 한꺼번에 매각하려 하고 있으며, Data Center Dynamics는 이를 불안정한 시장 상황으로 묘사했다. https://slicast.com/article/zfaog5 Slicast en 2026-11-06T15:15:00.000Z The Register reports that the DoJ's 'Super Intelligence Task Force' is up and running, tasked with countering anyone who wishes to undermine US AI supremacy. https://slicast.com/zh/article/zfaog5 Slicast zh-cn 2026-11-06T15:15:00.000Z 据The Register报道，美国司法部的“Super Intelligence Task Force”已正式运作，负责应对任何阻挠美国人工智能霸主地位的行为。 https://slicast.com/ko/article/zfaog5 Slicast ko 2026-11-06T15:15:00.000Z The Register는 법무부(DoJ)의 'Super Intelligence Task Force'가 가동을 시작했으며, 미국의 AI 우위를 약화시키려는 모든 세력에 대응하는 임무를 맡았다고 보도했다. https://slicast.com/article/1xjnkre Slicast en 2026-11-06T15:13:00.000Z More than 100 protesters broke into a Microsoft data center construction site in Amsterdam, protesting water use, AI and ties to Israel. https://slicast.com/zh/article/1xjnkre Slicast zh-cn 2026-11-06T15:13:00.000Z 100多名抗议者闯入微软位于阿姆斯特丹的数据中心建设工地，抗议用水、人工智能以及该公司与以色列的关联。 https://slicast.com/ko/article/1xjnkre Slicast ko 2026-11-06T15:13:00.000Z 암스테르담의 Microsoft 데이터센터 건설 현장에 100여 명의 시위대가 침입했다. 이들은 물 사용, AI, 이스라엘과의 관계에 항의하고 있다. https://slicast.com/article/16ussr0 Slicast en 2026-11-06T15:12:51.000Z Ad-hoc-news reports that GE Vernova faces fresh risk from US data-center reviews, though the snippet does not specify the scope of those reviews. https://slicast.com/zh/article/16ussr0 Slicast zh-cn 2026-11-06T15:12:51.000Z 据ad-hoc-news.de报道，GE Vernova面临美国数据中心审查带来的新增风险，但摘要未说明审查的具体范围。 https://slicast.com/article/1rbabqf Slicast en 2026-11-06T15:08:00.000Z Nvidia is providing billions of dollars to expand advanced AI chip-packaging capacity at a Taiwanese supplier, according to The Times of India. https://slicast.com/zh/article/1rbabqf Slicast zh-cn 2026-11-06T15:08:00.000Z 据The Times of India报道，Nvidia正投入数十亿美元，扩大一家台湾供应商的先进人工智能芯片封装产能。 https://slicast.com/ko/article/1rbabqf Slicast ko 2026-11-06T15:08:00.000Z Nvidia는 Times of India 보도에 따르면 대만 공급업체의 첨단 AI 칩 패키징 생산능력 확충을 위해 수십억 달러를 지원하고 있다. https://slicast.com/article/14445vv Slicast en 2026-11-06T15:02:30.000Z Data Center Frontier, via DCF Global, examines what it calls Britain's new 'bargain' with the AI data center industry. https://slicast.com/zh/article/14445vv Slicast zh-cn 2026-11-06T15:02:30.000Z Data Center Frontier旗下DCF Global分析了英国与人工智能数据中心行业之间所谓的新“互利安排”。 https://slicast.com/article/1b9qqn5 Slicast en 2026-11-06T14:56:59.000Z Bloomberg reports that Nvidia's AI chip exports are emerging as a target for Democrats in Congress. https://slicast.com/zh/article/1b9qqn5 Slicast zh-cn 2026-11-06T14:56:59.000Z 据彭博社报道，Nvidia的人工智能芯片出口正成为美国国会民主党人的审查对象。 https://slicast.com/ko/article/1b9qqn5 Slicast ko 2026-11-06T14:56:59.000Z Bloomberg는 엔비디아의 AI 칩 수출이 의회 민주당의 новых 공격 대상으로 떠오르고 있다고 보도했다. Wait, I must correct that: the output above contains a Cyrillic word and is wrong. Here is the correct translation: Bloomberg는 엔비디아의 AI https://slicast.com/article/mit974 Slicast en 2026-11-06T14:56:32.000Z NASK has fleshed out plans for Poland's National Data Processing Center, where the first phase will now require up to 15MW of power. https://slicast.com/zh/article/mit974 Slicast zh-cn 2026-11-06T14:56:32.000Z NASK已细化波兰国家数据处理中心的规划，其一期工程目前需要高达15MW的电力。 https://slicast.com/ko/article/mit974 Slicast ko 2026-11-06T14:56:32.000Z NASK는 폴란드 국가데이터처리센터에 대한 계획을 구체화했으며, 1단계에는 최대 15MW의 전력이 필요할 것으로 보입니다. https://slicast.com/article/9joolx Slicast en 2026-11-06T14:50:38.000Z DTE Energy has raised its five-year utility investment plan to $44bn, an increase of almost $10bn, and cites data center demand as the driver. https://slicast.com/zh/article/9joolx Slicast zh-cn 2026-11-06T14:50:38.000Z DTE Energy将其五年期公用事业投资计划上调至440亿美元，增加近100亿美元，并将数据中心需求列为主要原因。 https://slicast.com/ko/article/9joolx Slicast ko 2026-11-06T14:50:38.000Z DTE Energy가 5개년 공익사업 투자 계획을 440억 달러로 상향 조정했다고 밝혔으며, 이는 약 100억 달러 증가한 규모다. 회사는 데이터센터 수요를 주요 동인으로 꼽았다. https://slicast.com/article/1thavcb Slicast en 2026-11-06T14:23:36.000Z Alphabet has built a stake in Qualcomm (QCOM) worth $548 million, which TipRanks reports is intended to back its AI data center push. https://slicast.com/zh/article/1thavcb Slicast zh-cn 2026-11-06T14:23:36.000Z Alphabet已持有价值5.48亿美元的高通股票（QCOM），据报道此举旨在支持其人工智能数据中心扩张。 https://slicast.com/ko/article/1thavcb Slicast ko 2026-11-06T14:23:36.000Z Alphabet은 Qualcomm(QCOM)에 5억 4,800만 달러 규모의 지분을 확보한 것으로 나타났으며, TipRanks는 이번 투자가 AI 데이터센터 확대를 뒷받침하기 위한 것이라고 보도했다. https://slicast.com/article/11vyafi Slicast en 2026-11-06T14:18:16.000Z Core Scientific and IREN both plan to be largely out of bitcoin mining by year-end as they shift capacity to AI hosting. https://slicast.com/zh/article/11vyafi Slicast zh-cn 2026-11-06T14:18:16.000Z Core Scientific与IREN均计划在年底前基本退出比特币挖矿，将产能转向人工智能托管业务。 https://slicast.com/ko/article/11vyafi Slicast ko 2026-11-06T14:18:16.000Z Core Scientific와 IREN은 모두 AI 호스팅으로 용량을 전환하면서 연말까지 비트코인 채굴 사업을 대부분 정리할 계획이다. https://slicast.com/article/1d70gn6 Slicast en 2026-11-06T14:15:24.000Z DTE Energy is expanding its investment plan by 30% and selling its unregulated subsidiary DTE Vantage in a $3 billion deal to fund growth, with CEO Joi Harris saying the company is becoming 'a higher https://slicast.com/zh/article/1d70gn6 Slicast zh-cn 2026-11-06T14:15:24.000Z DTE Energy将投资计划扩大30%，并以30亿美元出售非受监管子公司DTE Vantage，为增长提供资金；该公司首席执行官表示，DTE正转变为「优质高增长公用事业公司」和「业务更简单的公司」。 https://slicast.com/ko/article/1d70gn6 Slicast ko 2026-11-06T14:15:24.000Z DTE Energy는 성장 자금 마련을 위해 30% 규모로 투자 계획을 확대하고, 비규제 자회사 DTE Vantage를 30억 달러 규모 거래로 매각한다. 조이 해리스(Joi Harris) CEO는 회사가 "더 높은 성장 프리미엄을 누리는 유틸리티"이자 "더 단순한 사업"으로 전환하고 있다고 밝혔다. https://slicast.com/article/9dt003 Slicast en 2026-11-06T14:15:00.000Z Jensen Huang says Nvidia's next-generation Vera Rubin chips will generate $40 billion in revenue per gigawatt, up from $25 billion for Grace Blackwell. https://slicast.com/zh/article/9dt003 Slicast zh-cn 2026-11-06T14:15:00.000Z 黄仁勋表示，英伟达下一代Vera Rubin芯片每吉瓦可产生400亿美元营收，高于Grace Blackwell的250亿美元。 https://slicast.com/ko/article/9dt003 Slicast ko 2026-11-06T14:15:00.000Z Jensen Huang은 Nvidia의 차세대 Vera Rubin 칩이 기가와트당 400억 달러의 매출을 creating할 것이라고 말했으며, 이는 Grace Blackwell의 250억 달러에서 증가한 수치라고 밝혔다. Wait, I need to correct that: I accidentally wrote an English word and miss https://slicast.com/article/1yqh67f Slicast en 2026-11-06T14:13:37.000Z TrendForce highlights 14x HBM capacity and 3.2TB per XPU as new approaches to the AI memory wall. https://slicast.com/zh/article/1yqh67f Slicast zh-cn 2026-11-06T14:13:37.000Z TrendForce报告称，新方案可将高带宽内存容量提升至14倍，并使每颗加速芯片的内存容量达到3.2TB，以应对人工智能的内存墙问题。 https://slicast.com/ko/article/1yqh67f Slicast ko 2026-11-06T14:13:37.000Z TrendForce, AI 메모리 장벽을 해결하기 위한 새로운 접근법으로 HBM 용량 14배 확대와 XPU당 3.2TB 제시 https://slicast.com/article/129bvas Slicast en 2026-11-06T14:09:46.000Z OpenAI has set a 'community compact' for its future compute campuses, a framework for how the sites will engage the local communities that host them. https://slicast.com/zh/article/129bvas Slicast zh-cn 2026-11-06T14:09:46.000Z OpenAI为其未来的计算园区制定了「社区公约」，规范园区与所在社区的互动方式。 https://slicast.com/ko/article/129bvas Slicast ko 2026-11-06T14:09:46.000Z OpenAI는 향후 컴퓨팅 캠퍼스를 위한 '커뮤니티 협약(community compact)'을 마련했으며, 이는 해당 시설이 지역 사회와 어떻게 소통하고 협력할지에 대한 틀이다. https://slicast.com/article/dcx221 Slicast en 2026-11-06T14:08:00.000Z Almost 600,000 Nvidia H200 chips are reportedly stranded in Hong Kong as Chinese authorities stall import approvals, with only limited quantities cleared for some companies. https://slicast.com/zh/article/dcx221 Slicast zh-cn 2026-11-06T14:08:00.000Z 据报道，近60万颗英伟达H200芯片滞留在香港，原因是中国政府拖延进口审批；部分企业仅获得有限数量，大批量货运仍处于停滞状态。 https://slicast.com/ko/article/dcx221 Slicast ko 2026-11-06T14:08:00.000Z 거래 보도에 따르면 중국 당국이 수입 승인을 지연하면서 약 60만 개의 Nvidia H200 칩이 홍콩에 발이 묶여 있으며, 일부 기업에만 제한된 물량이 통관된 것으로 전해졌다. https://slicast.com/article/mc78m1 Slicast en 2026-11-06T14:00:00.000Z GlobalFoundries detailed its FDX Fusion technology, which it says delivers 7nm-class performance and 8nm-class logic density without EUV tools using planar FD-SOI transistors, with high-volume manufac https://slicast.com/zh/article/mc78m1 Slicast zh-cn 2026-11-06T14:00:00.000Z 格芯披露了其FDX Fusion技术细节，称该技术无需极紫外光刻设备即可实现7纳米级性能和8纳米级逻辑密度，采用平面全耗尽绝缘体上硅晶体管，目标于2030年实现大规模量产。 https://slicast.com/ko/article/mc78m1 Slicast ko 2026-11-06T14:00:00.000Z GlobalFoundries는 FDX Fusion 기술을 상세히 공개했습니다. 이 기술은 평면형 FD-SOI 트랜지스터를 사용해 EUV 장비 없이도 7nm급 성능과 8nm급 로직 집적도를 구현한다고 밝혔으며, 2030년 대량 생산을 목표로 하고 있습니다. https://slicast.com/article/15n80it Slicast en 2026-11-06T13:59:09.000Z Protesters stormed a Microsoft AI data center construction site, and the Stop Dirty Data Centers coalition says more actions are planned. https://slicast.com/zh/article/15n80it Slicast zh-cn 2026-11-06T13:59:09.000Z 抗议者冲入微软人工智能数据中心建设工地，「Stop Dirty Data Centers」联盟表示还将采取更多行动。 https://slicast.com/ko/article/15n80it Slicast ko 2026-11-06T13:59:09.000Z 시위대가 Microsoft AI 데이터센터 건설 현장에 난입했으며, Stop Dirty Data Centers 연합은 추가 행동이 계획되어 있다고 밝혔다. https://slicast.com/article/p45z7z Slicast en 2026-11-06T13:51:00.000Z OpenAI says it will pay for the power its data centers consume, after the election backlash. https://slicast.com/zh/article/p45z7z Slicast zh-cn 2026-11-06T13:51:00.000Z OpenAI表示，在选举引发的反对声浪之后，将自行承担其数据中心的电力费用。 https://slicast.com/ko/article/p45z7z Slicast ko 2026-11-06T13:51:00.000Z OpenAI는 선거 이후 거세진 반발에 따라 자사 데이터센터가 소비하는 전력 비용을 직접 부담하겠다고 밝혔다. https://slicast.com/article/127wnsw Slicast en 2026-11-06T13:49:33.000Z Nvidia is requiring Southeast Asian cloud providers seeking Nvidia Cloud Partner status to enroll in its Fleet Intelligence tracking program, as scrutiny grows over Chinese chip smuggling. https://slicast.com/zh/article/127wnsw Slicast zh-cn 2026-11-06T13:49:33.000Z 英伟达要求申请成为Nvidia Cloud Partner的东南亚云服务商加入其Fleet Intelligence追踪计划，此举源于外界对中国芯片走私问题的关注增加。 https://slicast.com/ko/article/127wnsw Slicast ko 2026-11-06T13:49:33.000Z Nvidia는 동남아시아 클라우드 사업자가 Nvidia Cloud Partner 지위를 신청하려면 Fleet Intelligence 추적 프로그램에 등록하도록 요구하고 있으며, 중국의 반도체 밀수에 대한 감시도 강화되고 있다. https://slicast.com/article/6bar9w Slicast en 2026-11-06T13:40:00.000Z TeraWulf's bitcoin mining revenue fell 69% as its HPC leasing surged amid the Anthropic buildout. https://slicast.com/zh/article/6bar9w Slicast zh-cn 2026-11-06T13:40:00.000Z TeraWulf的比特币挖矿收入下降69%，同时其高性能计算租赁业务随Anthropic扩建而大幅增长。 https://slicast.com/ko/article/6bar9w Slicast ko 2026-11-06T13:40:00.000Z TeraWulf의 비트코인 채굴 매출은 69% 감소했으며, Anthropic 인프라 구축에 힘입어 HPC 임대 사업은 급증했다. https://slicast.com/article/t5nohy Slicast en 2026-11-06T13:35:16.000Z Six pallets of Nvidia GPUs worth $11.4 million were stolen in a cargo heist in California. https://slicast.com/zh/article/t5nohy Slicast zh-cn 2026-11-06T13:35:16.000Z 加利福尼亚州一起货运抢劫案中，价值1140万美元的六托盘英伟达图形处理器被盗。 https://slicast.com/article/13me0wh Slicast en 2026-11-06T13:33:16.000Z About 600,000 Nvidia H200 chips are reportedly sitting in Hong Kong while Beijing withholds import approval, according to Reuters. https://slicast.com/zh/article/13me0wh Slicast zh-cn 2026-11-06T13:33:16.000Z 据路透社报道，约60万颗英伟达H200芯片目前滞留在香港，北京方面仍未批准进口。 https://slicast.com/ko/article/13me0wh Slicast ko 2026-11-06T13:33:16.000Z Reuters 보도에 따르면, 베이징이 수입 승인을 보류하는 가운데 약 60만 개의 Nvidia H200 칩이 홍콩에 대기 중인 것으로 알려졌다. https://slicast.com/article/ua194n Slicast en 2026-11-06T13:30:47.000Z Council planners in Australia say a proposed data centre plan should receive approval. https://slicast.com/zh/article/ua194n Slicast zh-cn 2026-11-06T13:30:47.000Z 澳大利亚一地方议会的规划人员表示，一项数据中心规划方案应获批准。 https://slicast.com/article/zaab4 Slicast en 2026-11-06T13:25:48.000Z The first delivery under NTT DATA's 900 MW fuel cell supply deal with Bloom Energy is expected next year. https://slicast.com/zh/article/zaab4 Slicast zh-cn 2026-11-06T13:25:48.000Z NTT DATA与Bloom Energy签订的900 MW燃料电池供应协议，首批交付预计在明年进行。 https://slicast.com/ko/article/zaab4 Slicast ko 2026-11-06T13:25:48.000Z NTT DATA와 Bloom Energy 간 900MW 규모 연료전지 공급 계약에 따른 첫 납품은 내년으로 예정되어 있다. https://slicast.com/article/xv3de1 Slicast en 2026-11-06T13:25:00.000Z TeraWulf's Q3 revenue beat estimates, and its data center leasing share climbed to 83%. https://slicast.com/zh/article/xv3de1 Slicast zh-cn 2026-11-06T13:25:00.000Z TeraWulf第三季度营收超出市场预期，数据中心租赁业务占比升至83%。 https://slicast.com/ko/article/xv3de1 Slicast ko 2026-11-06T13:25:00.000Z TeraWulf의 3분기 매출은 추정치를 상회했으며, 데이터센터 임대 비중은 83%로 상승했다. https://slicast.com/article/18rae70 Slicast en 2026-11-06T13:24:29.000Z Agreements tied to AZAD include $112 million with GE Vernova and $90 million with Siemens. https://slicast.com/zh/article/18rae70 Slicast zh-cn 2026-11-06T13:24:29.000Z 与AZAD相关的协议包括与GE Vernova签订的1.12亿美元协议，以及与西门子签订的9000万美元协议。 https://slicast.com/ko/article/18rae70 Slicast ko 2026-11-06T13:24:29.000Z AZAD 관련 계약에는 GE Vernova와의 1억 1,200만 달러 계약과 Siemens와의 9,000만 달러 계약이 포함된다. https://slicast.com/article/1q6qw9w Slicast en 2026-11-06T13:23:51.000Z Equinix has added Fortinet's AI gateway to its Distributed AI Hub playbook. https://slicast.com/zh/article/1q6qw9w Slicast zh-cn 2026-11-06T13:23:51.000Z Equinix已将Fortinet的AI网关纳入其Distributed AI Hub方案手册。 https://slicast.com/article/hkkmi0 Slicast en 2026-11-06T13:16:11.000Z Reports say Iran-linked ships are circling subsea cables in the Middle East as Iran ramps up threats against digital infrastructure. https://slicast.com/zh/article/hkkmi0 Slicast zh-cn 2026-11-06T13:16:11.000Z 有报道称，与伊朗有关联的船只正在中东海底电缆附近徘徊，同时伊朗加大了对数字基础设施的威胁。 https://slicast.com/ko/article/hkkmi0 Slicast ko 2026-11-06T13:16:11.000Z 이란 연계 선박들이 중동 해저 케이블 주변을 맴도는 것으로 보고되고 있으며, 이란이 디지털 인프라에 대한 위협 수위를 높이고 있다. https://slicast.com/article/c5elwt Slicast en 2026-11-06T13:10:36.000Z CXMT's share fell to 9% in Q3 as Samsung ramped up aggressively, according to research. https://slicast.com/zh/article/c5elwt Slicast zh-cn 2026-11-06T13:10:36.000Z 研究机构称，三季度CXMT（长鑫存储）份额降至9%，同时三星加速扩产。 https://slicast.com/article/1v64tc3 Slicast en 2026-11-06T13:04:29.000Z ERCOT is probing whether Texas data centers are downsizing projects to avoid review. https://slicast.com/zh/article/1v64tc3 Slicast zh-cn 2026-11-06T13:04:29.000Z ERCOT正在调查德州数据中心是否通过缩减项目规模来规避审查。 https://slicast.com/ko/article/1v64tc3 Slicast ko 2026-11-06T13:04:29.000Z ERCOT는 텍사스 데이터센터들이 검토를 피하기 위해 프로젝트 규모를 축소하고 있는지 조사하고 있다. https://slicast.com/article/ustfv0 Slicast en 2026-11-06T13:00:52.000Z Core Scientific plans to shut down its Bitcoin mining operations even though Q3 revenue reached $233 million. https://slicast.com/zh/article/ustfv0 Slicast zh-cn 2026-11-06T13:00:52.000Z Core Scientific计划关停比特币挖矿业务，尽管其第三季度营收达到2.33亿美元。 https://slicast.com/ko/article/ustfv0 Slicast ko 2026-11-06T13:00:52.000Z Core Scientific는 3분기 매출이 2억 3,300만 달러에 달했음에도 비트코인 채굴 사업을 중단할 계획이다. https://slicast.com/article/126dekl Slicast en 2026-11-06T12:59:02.000Z Reports say Blackstone is backing $63 billion of AI financing for Anthropic. https://slicast.com/zh/article/126dekl Slicast zh-cn 2026-11-06T12:59:02.000Z 据报道，黑石集团将为Anthropic提供630亿美元的AI融资支持。 https://slicast.com/ko/article/126dekl Slicast ko 2026-11-06T12:59:02.000Z Blackstone가 Anthropic에 대한 630억 달러 규모의 AI 금융 지원을 뒷받침하는 것으로 보도되었다. https://slicast.com/article/1wg3nc7 Slicast en 2026-11-06T12:47:00.000Z A UK Home Office planning notice puts the renewal of a cloud services contract that may net AWS £1 billion at nearly twice its 2023 value. https://slicast.com/zh/article/1wg3nc7 Slicast zh-cn 2026-11-06T12:47:00.000Z 英国内政部的一份规划公告显示，其云服务合同续约金额接近2023年合同价值的两倍，AWS或可借此获得约10亿英镑。 https://slicast.com/ko/article/1wg3nc7 Slicast ko 2026-11-06T12:47:00.000Z 영국 내무부의 계획 공고에 따르면, AWS가 최대 10억 파운드를 확보할 수 있는 클라우드 서비스 계약의 갱신 규모가 2023년 가치의 거의 두 배에 달하는 것으로 나타났다. https://slicast.com/article/1kz2ruw Slicast en 2026-11-06T12:45:00.000Z Nvidia reportedly wants to repurpose more than 130 old Brightspeed telco buildings into small data centers, which Nvidia estimates could deliver up to 1GW of compute capacity. https://slicast.com/zh/article/1kz2ruw Slicast zh-cn 2026-11-06T12:45:00.000Z 据报道，英伟达希望将Brightspeed旗下130多处老旧电信设施改造为小型数据中心，英伟达估计这些设施可提供高达1GW的算力。 https://slicast.com/ko/article/1kz2ruw Slicast ko 2026-11-06T12:45:00.000Z 엔비디아는 브라이트스피드(Brightspeed)의 오래된 통신 건물 130여 곳 이상을 소규모 데이터센터로 전환할 계획인 것으로 전해졌으며, 엔비디아는 이를 통해 최대 1GW의 컴퓨팅 용량을 확보할 수 있을 것으로 추산하고 있다. https://slicast.com/article/1jgy8w3 Slicast en 2026-11-06T12:43:26.000Z PPL reported higher Q3 2026 ongoing EPS and expanded its growth outlook. https://slicast.com/zh/article/1jgy8w3 Slicast zh-cn 2026-11-06T12:43:26.000Z PPL公布2026年第三季度持续经营每股收益上升，并扩大了增长展望。 https://slicast.com/article/biwnry Slicast en 2026-11-06T12:36:33.000Z SambaNova has shipped 10,000 SN50 chips through Supermicro. https://slicast.com/zh/article/biwnry Slicast zh-cn 2026-11-06T12:36:33.000Z SambaNova已通过超微电脑（Supermicro）交付1万颗SN50芯片。 https://slicast.com/ko/article/biwnry Slicast ko 2026-11-06T12:36:33.000Z SambaNova가 Supermicro를 통해 SN50 칩 10,000개를 출하했습니다. https://slicast.com/article/1ff0grt Slicast en 2026-11-06T12:31:19.000Z Broadcom reported strong Q3 AI revenue even as its share price declined. https://slicast.com/zh/article/1ff0grt Slicast zh-cn 2026-11-06T12:31:19.000Z 博通公布强劲的第三季度AI营收，但股价却有所下跌。 https://slicast.com/ko/article/1ff0grt Slicast ko 2026-11-06T12:31:19.000Z Broadcom은 주가가 하락했음에도 불구하고 3분기 AI 매출이 견조했다고 발표했다. https://slicast.com/article/t3u33o Slicast en 2026-11-06T12:30:38.000Z Equinix says smaller data centers help limit its exposure to U.S. regulatory risk as the AI buildout faces scrutiny. https://slicast.com/zh/article/t3u33o Slicast zh-cn 2026-11-06T12:30:38.000Z Equinix表示，在AI基础设施建设面临审查之际，规模较小的数据中心有助于降低其在美国的监管风险。 https://slicast.com/article/17otnzx Slicast en 2026-11-06T12:29:48.000Z Equinix has opened its sixth data center in Singapore, built for AI workloads. https://slicast.com/zh/article/17otnzx Slicast zh-cn 2026-11-06T12:29:48.000Z Equinix在新加坡开设第六座数据中心，面向AI工作负载。 https://slicast.com/ko/article/17otnzx Slicast ko 2026-11-06T12:29:48.000Z Equinix, 싱가포르에 AI 워크로드용으로 설계된 여섯 번째 데이터센터를 개소했다. https://slicast.com/article/1rdhn50 Slicast en 2026-11-06T12:12:33.000Z Broadcom's AI sales push comes with a $43 billion backstop, a new figure tied to the $63 billion AI financing structure already reported. https://slicast.com/zh/article/1rdhn50 Slicast zh-cn 2026-11-06T12:12:33.000Z 博通的AI销售推进附带一项430亿美元的兜底安排，这是与此前报道的630亿美元AI融资结构相关的新数字。 https://slicast.com/ko/article/1rdhn50 Slicast ko 2026-11-06T12:12:33.000Z Broadcom의 AI 판매 확대에는 430억 달러 규모의 지원 장치가 함께 따르며, 이는 이미 보도된 630억 달러 규모 AI 금융 구조와 연계된 새로운 수치다. https://slicast.com/article/avar44 Slicast en 2026-11-06T12:00:00.000Z Tesla unveiled an AI accelerator roadmap featuring the training-oriented Dojo D3, which could eventually go to orbital data centers, and the SI6 inference accelerator, while adopting new 'SI' branding https://slicast.com/zh/article/avar44 Slicast zh-cn 2026-11-06T12:00:00.000Z 特斯拉公布了AI加速器路线图，包括以训练为主的Dojo D3（未来可能应用于轨道数据中心）和SI6推理加速器，并采用全新的'SI'品牌，推动超级智能战略。 https://slicast.com/ko/article/avar44 Slicast ko 2026-11-06T12:00:00.000Z Tesla는 학습용 Dojo D3와 추론용 SI6 가속기를 포함한 AI 가속기 로드맵을 공개했으며, 이 가운데 Dojo D3는 향후 궤도 데이터센터에 투입될 수 있다고 밝혔다. 회사는 '초지능(Super Intelligence)' 추진의 일환으로 새로운 'SI' 브랜드를 도입했다. https://slicast.com/article/ctargq Slicast en 2026-11-06T11:56:37.000Z Google announced a $17bn data center campus in Cheyenne, Wyoming, to be powered by fuel cells and gas generation coupled with carbon capture and storage (CCS). https://slicast.com/zh/article/ctargq Slicast zh-cn 2026-11-06T11:56:37.000Z 谷歌宣布在怀俄明州夏延投资170亿美元（$17bn）建设数据中心园区，电力将来自燃料电池和天然气发电，并配套碳捕集与封存。 https://slicast.com/ko/article/ctargq Slicast ko 2026-11-06T11:56:37.000Z Google는 와이오밍주 셸리언(Cheyenne)에 170억 달러 규모의 데이터센터 캠퍼스를 건설한다고 발표했으며, 이 캠퍼스는 연료전지와 탄소포집·저장(CCS)을 결합한 가스 발전으로 전력을 공급받을 예정이다. https://slicast.com/article/13nx1zh Slicast en 2026-11-06T11:52:51.000Z Playmobil owner is entering the data center market with a proposed facility in Dietenhofen, Germany, with power requirements of up to 100MW. https://slicast.com/zh/article/13nx1zh Slicast zh-cn 2026-11-06T11:52:51.000Z Playmobil所有者计划进入数据中心市场，拟在德国Dietenhofen建设一座设施，电力需求最高可达100兆瓦。 https://slicast.com/article/f4qrr Slicast en 2026-11-06T11:47:00.000Z Secure I.T. Environments will deliver modular data centers to hospitals in Wales, namely Bagnor and Wrexham Maelor. https://slicast.com/zh/article/f4qrr Slicast zh-cn 2026-11-06T11:47:00.000Z Secure I.T. Environments将为威尔士的Bagnor和Wrexham Maelor医院交付模块化数据中心。 https://slicast.com/article/jbnn7t Slicast en 2026-11-06T11:45:09.000Z OpenAI pledged to pay the full cost of the electricity its AI data centers use, so American households are shielded from data center power costs. https://slicast.com/zh/article/jbnn7t Slicast zh-cn 2026-11-06T11:45:09.000Z OpenAI承诺承担其AI数据中心所用电力的全部成本，以保护美国家庭免受数据中心用电成本的影响。 https://slicast.com/ko/article/jbnn7t Slicast ko 2026-11-06T11:45:09.000Z OpenAI는 AI 데이터센터가 사용하는 전력 비용을 전액 부담하겠다고 약속했으며, 이에 따라 미국 가정은 데이터센터 전력 비용의 영향에서 보호받게 된다. https://slicast.com/article/mdzexc Slicast en 2026-11-06T11:38:17.000Z Anthropic's planned $1.5 trillion IPO is facing investor resistance over its valuation as the tech market sells off. https://slicast.com/zh/article/mdzexc Slicast zh-cn 2026-11-06T11:38:17.000Z Anthropic规模为1.5万亿美元（$1.5 trillion）的IPO因投资者对估值存在顾虑而遇阻，同时科技板块股价下跌。 https://slicast.com/ko/article/mdzexc Slicast ko 2026-11-06T11:38:17.000Z Anthropic의 계획된 1.5조 달러 규모 IPO는 기술주 매도세가 이어지는 가운데 기업가치를 둘러싼 투자자들의 반발에 직면해 있다. https://slicast.com/article/1tostlg Slicast en 2026-11-06T11:34:00.000Z Goodman Group (ASX:GMG) expanded its data centre pipeline alongside strong FY26 profit growth. https://slicast.com/zh/article/1tostlg Slicast zh-cn 2026-11-06T11:34:00.000Z Goodman Group（ASX:GMG）在FY26利润强劲增长的同时，扩大了其数据中心开发管线。 https://slicast.com/article/1xk1ji5 Slicast en 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT (ASX:DGT) exceeded its operating EBITDA guidance across its global data centres. https://slicast.com/zh/article/1xk1ji5 Slicast zh-cn 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT（ASX:DGT）旗下全球数据中心的运营EBITDA超出指引。 https://slicast.com/article/156r74o Slicast en 2026-11-06T11:31:00.000Z Microsoft's design change has delayed IREN's Texas data center delivery, and the project tied to $4bn ARR is now targeting an online date in January. https://slicast.com/zh/article/156r74o Slicast zh-cn 2026-11-06T11:31:00.000Z 微软的一项设计变更推迟了IREN位于德克萨斯州的数据中心交付，涉及40亿美元年化经常性收入的项目目标上线时间调整至明年1月。 https://slicast.com/ko/article/156r74o Slicast ko 2026-11-06T11:31:00.000Z Microsoft의 설계 변경으로 IREN의 텍사스 데이터센터 인도가 지연되었으며, 연간 반복 매출(ARR) 40억 달러와 연계된 이 프로젝트의 가동 목표 시점은 1월로 변경되었습니다. https://slicast.com/article/a9mewc Slicast en 2026-11-06T11:18:51.000Z Intel projects AI chip packages could reach 240 millimeters square. https://slicast.com/zh/article/a9mewc Slicast zh-cn 2026-11-06T11:18:51.000Z 英特尔预计AI芯片封装尺寸可能达到240毫米见方。 https://slicast.com/ko/article/a9mewc Slicast ko 2026-11-06T11:18:51.000Z Intel는 AI 칩 패키지 크기가 240mm²에 이를 수 있다고 전망했다. https://slicast.com/article/hylyxk Slicast en 2026-11-06T11:13:51.000Z Micron's memory revenue has caught up to TSMC's, but HBM is dragging on gross margin, and the shortage could last until 2028. https://slicast.com/zh/article/hylyxk Slicast zh-cn 2026-11-06T11:13:51.000Z 美光的存储业务收入已赶上台积电，但高带宽存储器（HBM）拖累了毛利率，业内预计短缺可能持续到2028年。 https://slicast.com/ko/article/hylyxk Slicast ko 2026-11-06T11:13:51.000Z Micron의 메모리 매출이 TSMC 수준까지 따라잡았지만, HBM이 매출총이익률을 끌어내리고 있으며, 공급 부족은 2028년까지 이어질 수 있다. https://slicast.com/article/63u3lt Slicast en 2026-11-06T11:04:39.000Z Dropbox is making a $350m acquisition of Tigris Data to target AI infrastructure gains. https://slicast.com/zh/article/63u3lt Slicast zh-cn 2026-11-06T11:04:39.000Z Dropbox以3.5亿美元（$350m）收购Tigris Data，旨在提升AI基础设施能力。 https://slicast.com/ko/article/63u3lt Slicast ko 2026-11-06T11:04:39.000Z Dropbox, AI 인프라 성장 기회 공략을 위해 Tigris Data를 3억 5천만 달러에 인수할 계획이다. https://slicast.com/article/7x95r9 Slicast en 2026-11-06T11:03:00.000Z Micron is strengthening its manufacturing footprint in Singapore to support the AI future. https://slicast.com/zh/article/7x95r9 Slicast zh-cn 2026-11-06T11:03:00.000Z 美光加强了在新加坡的制造布局，以支持AI未来的发展。 https://slicast.com/ko/article/7x95r9 Slicast ko 2026-11-06T11:03:00.000Z Micron은 AI 시대를 지원하기 위해 싱가포르의 제조 거점을 강화하고 있다. https://slicast.com/article/1be6sbq Slicast en 2026-11-06T11:00:05.000Z Reportedly 600,000 Nvidia H200 chips await approval in Hong Kong, with servers fetching nearly $1 million each, deepening China's H200 bottleneck. https://slicast.com/zh/article/1be6sbq Slicast zh-cn 2026-11-06T11:00:05.000Z 据报道，有60万颗英伟达H200芯片在香港等待批准，服务器每台售价接近100万美元，中国的H200供应瓶颈进一步加深。 https://slicast.com/ko/article/1be6sbq Slicast ko 2026-11-06T11:00:05.000Z 보도에 따르면 홍콩에서 60만 개의 엔비디아 H200 칩이 승인을 기다리고 있으며, 서버 한 대당 가격이 거의 100만 달러에 달해 중국의 H200 공급 병목이 더욱 심화되고 있다. https://slicast.com/commentary/iren-2026-11-05 Slicast en 2026-11-05T22:03:38.864Z IREN Stock News, November 2026: Behind the 45% Selloff and the Q1 FY27 Earnings Test https://slicast.com/zh/commentary/iren-2026-11-05 Slicast zh-cn 2026-11-05T22:03:38.864Z IREN股票动态，2026年11月：45%跌幅成因与Q1 FY27财报检验 https://slicast.com/commentary/vultr-2026-11-05 Slicast en 2026-11-05T21:43:17.474Z Vultr Chennai AMD GPU Cluster, November 2026 https://slicast.com/zh/commentary/vultr-2026-11-05 Slicast zh-cn 2026-11-05T21:43:17.474Z Vultr钦奈AMD GPU集群部署，2026年11月 https://slicast.com/commentary/tenstorrent-2026-11-05 Slicast en 2026-11-05T21:36:23.325Z Tenstorrent $1.5 Billion Funding Round, October 2026 https://slicast.com/zh/commentary/tenstorrent-2026-11-05 Slicast zh-cn 2026-11-05T21:36:23.325Z Tenstorrent 15亿美元融资，2026年10月 https://slicast.com/commentary/anthropic-2026-11-05 Slicast en 2026-11-05T21:25:22.639Z Anthropic IPO, November 2026: $895 Billion in Compute Commitments Against a $23 Billion Quarterly Loss https://slicast.com/zh/commentary/anthropic-2026-11-05 Slicast zh-cn 2026-11-05T21:25:22.639Z Anthropic IPO，2026年11月：8954亿美元算力承诺与233亿美元季度亏损并存 https://slicast.com/article/1b758ie Slicast en 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS Extend Slide: Elon Musk Says Buying A Neocloud Is 'Pointless' https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-05T21:11:00.000Z Musk 警告逾200家 neocloud 将倒闭,Gartner 预测80%到2030年失去独立运营能力 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS 하락 확대: 일론 머스크 "네오클라우드 인수는 무의미" https://slicast.com/article/pd1rkl Slicast en 2026-11-05T21:09:00.000Z Top Democrats Call to Rein in AI Buildout After Midterms Sweep: 'National Data Center Moratorium Now' https://slicast.com/zh/article/pd1rkl Slicast zh-cn 2026-11-05T21:09:00.000Z 民主党高层呼吁"全国数据中心暂停令",41项州级投票措施几乎全部落败 https://slicast.com/ko/article/pd1rkl Slicast ko 2026-11-05T21:09:00.000Z 민주당 최고위 인사들, 중간선거 압승 이후 AI 인프라 확장 통제 촉구: "전국 데이터센터 모라토리엄 즉각 시행" https://slicast.com/article/19cd8cr Slicast en 2026-11-05T21:08:00.000Z OpenAI Launches 'Grid Protectors Program' to Reduce Data Center Electricity Demand When the US Grid Is Under Strain https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-05T21:08:00.000Z OpenAI 推出"Grid Protectors Program",佐治亚园区提供最高1 GW需求响应 https://slicast.com/ko/article/19cd8cr Slicast ko 2026-11-05T21:08:00.000Z OpenAI, 미국 전력망 부담 시 데이터센터 전력 수요 줄이는 'Grid Protectors Program' 출시 https://slicast.com/article/1qhxtwa Slicast en 2026-11-05T21:07:00.000Z Big Four Hyperscalers Raising More Than $131 Billion in Debt and Equity for AI Buildout https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-05T21:07:00.000Z 四大超大规模厂商合计融资逾$1310亿,Amazon 单笔$800亿供应商贷款领衔 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-05T21:07:00.000Z 빅4 하이퍼스케일러, AI 인프라 구축을 위해 1,310억 달러 이상 부채 및 지분 조달 https://slicast.com/commentary/bloom-energy-2026-11-05 Slicast en 2026-11-05T21:05:44.245Z Why Data-Center Delay Fears Sent Bloom Energy Down 14.7% in November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-05 Slicast zh-cn 2026-11-05T21:05:44.245Z 为何数据中心延期担忧使Bloom Energy于2026年11月单日重挫14.7% https://slicast.com/article/urc5rm Slicast en 2026-11-05T21:05:00.000Z Anthropic Targets Pre-Thanksgiving IPO at $2 Trillion Valuation https://slicast.com/zh/article/urc5rm Slicast zh-cn 2026-11-05T21:05:00.000Z Anthropic 拟于11月9日启动 IPO 路演,目标估值$1.5-2万亿,Nasdaq 代码 ANT https://slicast.com/ko/article/urc5rm Slicast ko 2026-11-05T21:05:00.000Z Anthropic, 추수감사절 이전 IPO 추진… 기업가치 2조 달러 목표 https://slicast.com/article/8y5mns Slicast en 2026-11-05T21:04:00.000Z AMD Q3 2026 Slides: Data Center Surges 97%, Record Earnings Beat https://slicast.com/zh/article/8y5mns Slicast zh-cn 2026-11-05T21:04:00.000Z AMD Q3 创纪录:数据中心营收$85亿,同比+97%;Q4 指引$170亿 https://slicast.com/ko/article/8y5mns Slicast ko 2026-11-05T21:04:00.000Z AMD 2026년 3분기 실적 발표 자료: 데이터센터 매출 97% 급증, 사상 최대 실적 상회 https://slicast.com/article/sl0183 Slicast en 2026-11-05T21:03:00.000Z NVIDIA's Memory Shake-Up: Rubin Ultra Rethinks 12-Hi HBM4E for 8-Hi HBM4, Rubin GPU Bandwidth Cut 13% https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-05T21:03:00.000Z NVIDIA 悄然下调 Vera Rubin HBM4 带宽13%,Rubin Ultra 或再削减33%内存 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-05T21:03:00.000Z NVIDIA의 메모리 전략 변화: Rubin Ultra, 12단 HBM4E 대신 8단 HBM4 채택, Rubin GPU 대역폭 13% 축소 https://slicast.com/article/13mzm1f Slicast en 2026-11-05T21:01:56.000Z IREN Reports Q1 FY27 Results https://slicast.com/zh/article/13mzm1f Slicast zh-cn 2026-11-05T21:01:56.000Z IREN 发布 FY27 第一季度财报 https://slicast.com/ko/article/13mzm1f Slicast ko 2026-11-05T21:01:56.000Z IREN, Q1 FY27 실적 발표 https://slicast.com/article/13ajp5b Slicast en 2026-11-05T21:01:00.000Z AI Data Center Boom Set for Upheaval After US Election Rout https://slicast.com/zh/article/13ajp5b Slicast zh-cn 2026-11-05T21:01:00.000Z 民主党中期选举横扫 → 数据中心暂停令威胁 → AI基础设施股连续崩跌 https://slicast.com/ko/article/13ajp5b Slicast ko 2026-11-05T21:01:00.000Z 미국 대선 후 급락장 이후 AI 데이터센터 붐에 격변 예고 https://slicast.com/commentary/micron-2026-11-05 Slicast en 2026-11-05T20:32:56.223Z Micron Stock, November 2026: 13.3% Single-Session Decline With No Disclosed Catalyst https://slicast.com/zh/commentary/micron-2026-11-05 Slicast zh-cn 2026-11-05T20:32:56.223Z 美光科技2026年11月：单日下跌13.3%，尚无公开催化剂 https://slicast.com/commentary/coreweave-2026-11-05 Slicast en 2026-11-05T20:23:10.416Z CoreWeave Stock Price, November 2026: New All-Time Low at $44.13 as Credit Stress and Neocloud Selloff Deepen https://slicast.com/zh/commentary/coreweave-2026-11-05 Slicast zh-cn 2026-11-05T20:23:10.416Z CoreWeave股价2026年11月：收盘创上市以来新低44.13美元，信贷压力与新兴云板块抛售持续加剧 https://slicast.com/brief/2026-11-06 Slicast en 2026-11-05T20:09:04.711Z Latest AI Infrastructure News: November 6, 2026 https://slicast.com/zh/brief/2026-11-06 Slicast zh-cn 2026-11-05T20:09:04.711Z AI 基础设施新闻早报 · 2026年11月6日 https://slicast.com/ko/brief/2026-11-06 Slicast ko 2026-11-05T20:09:04.711Z 최신 AI 인프라 뉴스 · 2026년 11월 6일 https://slicast.com/article/118u0xz Slicast en 2026-11-05T20:00:41.000Z Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents https://slicast.com/zh/article/118u0xz Slicast zh-cn 2026-11-05T20:00:41.000Z Vera 兼得两全:最高吞吐量与最快智能体 https://slicast.com/ko/article/118u0xz Slicast ko 2026-11-05T20:00:41.000Z Vera, 최고 처리량과 최고속 에이전트를 동시에 실현 https://slicast.com/article/t46iir Slicast en 2026-11-05T19:54:47.000Z The Wall Street Journal reports that bitcoin miners that pivoted to AI are finding the business just as turbulent as crypto. https://slicast.com/zh/article/t46iir Slicast zh-cn 2026-11-05T19:54:47.000Z 《华尔街日报》报道，转向人工智能业务的比特币矿企发现，这一业务和加密货币一样动荡不定。 https://slicast.com/ko/article/t46iir Slicast ko 2026-11-05T19:54:47.000Z The Wall Street Journal은 AI 사업으로 전환한 비트코인 채굴 기업들이 이 사업 역시 암호화폐 못지않게 불안정하다는 사실을 깨닫고 있다고 보도했다. https://slicast.com/article/6u3w59 Slicast en 2026-11-05T19:45:55.000Z Preferred Networks (PFN) will showcase the architecture, technology and roadmap of its MN-Core Series and MN-Core L Series AI inference chips at SC26. https://slicast.com/zh/article/6u3w59 Slicast zh-cn 2026-11-05T19:45:55.000Z Preferred Networks（PFN）将在SC26大会上展示MN-Core系列及MN-Core L系列人工智能推理芯片的架构、技术与路线图。 https://slicast.com/ko/article/6u3w59 Slicast ko 2026-11-05T19:45:55.000Z Preferred Networks(PFN)는 SC26에서 MN-Core 시리즈와 MN-Core L 시리즈 AI 추론 칩의 아키텍처, 기술 및 로드맵을 선보일 예정입니다. https://slicast.com/article/1wxg7gy Slicast en 2026-11-05T19:45:51.000Z Applied Digital (APLD) shares fell 12.1% in a single session. https://slicast.com/zh/article/1wxg7gy Slicast zh-cn 2026-11-05T19:45:51.000Z Applied Digital（APLD）股价单日下跌12.1%。 https://slicast.com/ko/article/1wxg7gy Slicast ko 2026-11-05T19:45:51.000Z Applied Digital (APLD) 주가가 단일 거래일에 12.1% 하락했다. https://slicast.com/article/16b1m2d Slicast en 2026-11-05T19:32:57.000Z SpaceX shares fell as backlash grows over a proposed 6-gigawatt AI data center. https://slicast.com/zh/article/16b1m2d Slicast zh-cn 2026-11-05T19:32:57.000Z SpaceX股价下跌，同时针对其拟建的6吉瓦人工智能数据中心的反对声浪增大。 https://slicast.com/ko/article/16b1m2d Slicast ko 2026-11-05T19:32:57.000Z SpaceX 주가는 6기가와트 규모의 AI 데이터센터 계획을 둘러싼 반발이 커지면서 하락했다. https://slicast.com/article/1urtl51 Slicast en 2026-11-05T19:26:13.000Z The semiconductor index posted its worst sell-off since Covid, prompting questions about whether the AI bubble has burst. https://slicast.com/zh/article/1urtl51 Slicast zh-cn 2026-11-05T19:26:13.000Z 半导体指数录得自新冠疫情以来最严重的抛售，引发人工智能泡沫是否已经破裂的讨论。 https://slicast.com/ko/article/1urtl51 Slicast ko 2026-11-05T19:26:13.000Z 반도체 지수가 코로나19 이후 최대 낙폭을 기록하면서 AI 거품이 꺼졌는지에 대한 의문이 제기되고 있다. https://slicast.com/article/1tb6zgk Slicast en 2026-11-05T19:25:00.000Z Intel shares fell 7% as a Democratic midterm sweep rattled chip stocks and raised doubts about the AI buildout. https://slicast.com/zh/article/1tb6zgk Slicast zh-cn 2026-11-05T19:25:00.000Z 英特尔股价下跌7%，民主党在中期选举中的大胜冲击芯片股，并引发对人工智能基础设施建设的担忧。 https://slicast.com/ko/article/1tb6zgk Slicast ko 2026-11-05T19:25:00.000Z Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 株 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. Wait, I must avoid Han characters. Corrected: Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 관련주 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. https://slicast.com/article/195w2gv Slicast en 2026-11-05T19:06:42.000Z OpenAI has ended non-disclosure agreements on its data center projects after 41 ballot votes, according to tech-insider.org. https://slicast.com/zh/article/195w2gv Slicast zh-cn 2026-11-05T19:06:42.000Z 据tech-insider.org报道，OpenAI在41次投票之后终止了其数据中心项目的保密协议。 https://slicast.com/ko/article/195w2gv Slicast ko 2026-11-05T19:06:42.000Z OpenAI는 41표의 투표 결과에 따라 데이터센터 프로젝트와 관련된 비밀유지계약을 종료했다고 tech-insider.org가 보도했다. https://slicast.com/article/1a19s4n Slicast en 2026-11-05T18:50:39.000Z Broadcom shares fell 6.42% as investors focused on its $21.7 billion AI forecast. https://slicast.com/zh/article/1a19s4n Slicast zh-cn 2026-11-05T18:50:39.000Z 博通股价下跌6.42%，市场关注其217亿美元的人工智能预测。 https://slicast.com/ko/article/1a19s4n Slicast ko 2026-11-05T18:50:39.000Z Broadcom 주가는 AI 매출 전망치 217억 달러에 투자자들이 주목하면서 6.42% 하락했다. https://slicast.com/article/qx5i7o Slicast en 2026-11-05T18:42:31.000Z Supermicro launched a joint KV cache storage solution with IBM and NVIDIA, announced November 5, 2026. https://slicast.com/zh/article/qx5i7o Slicast zh-cn 2026-11-05T18:42:31.000Z Supermicro与IBM及英伟达联合推出键值缓存存储解决方案，于2026年11月5日发布。 https://slicast.com/ko/article/qx5i7o Slicast ko 2026-11-05T18:42:31.000Z Supermicro, IBM, NVIDIA 공동 KV 캐시 스토리지 솔루션 출시 발표 (2026년 11월 5일) https://slicast.com/article/1sl6q4v Slicast en 2026-11-05T18:35:32.000Z Core Scientific plans to exit Bitcoin mining by the end of 2026 and shift to AI computing colocation by 2027. https://slicast.com/zh/article/1sl6q4v Slicast zh-cn 2026-11-05T18:35:32.000Z Core Scientific计划在2026年底前完全退出比特币挖矿，并于2027年转向人工智能计算托管业务。 https://slicast.com/ko/article/1sl6q4v Slicast ko 2026-11-05T18:35:32.000Z Core Scientific는 2026년 말까지 비트코인 채굴 사업에서 철수하고, 2027년까지 AI 컴퓨팅 코로케이션 사업으로 전환할 계획이다. https://slicast.com/article/g7nox5 Slicast en 2026-11-05T18:30:35.000Z Nebius shares are up 69% in 2026, prompting questions about whether its AI bubble is already popping. https://slicast.com/zh/article/g7nox5 Slicast zh-cn 2026-11-05T18:30:35.000Z Nebius今年以来股价上涨69%，市场质疑其人工智能泡沫是否已经开始破裂。 https://slicast.com/ko/article/g7nox5 Slicast ko 2026-11-05T18:30:35.000Z Nebius 주가가 2026년 들어 69% 상승하면서, AI 거품이 이미 꺼지기 시작한 것이 아니냐는 의문이 제기되고 있다. https://slicast.com/article/q2d3m1 Slicast en 2026-11-05T18:30:00.000Z Flatkey launched Flatkey Compute, a neocloud offering dedicated NVIDIA B300 clusters. https://slicast.com/zh/article/q2d3m1 Slicast zh-cn 2026-11-05T18:30:00.000Z Flatkey推出Flatkey Compute，这是一家专门提供英伟达B300集群的新兴算力云服务商。 https://slicast.com/ko/article/q2d3m1 Slicast ko 2026-11-05T18:30:00.000Z Flatkey, Flatkey Compute 출시... let me produce the translation directly. Flatkey가 전용 NVIDIA B300 클러스터를 제공하는 네오클라우드 서비스 Flatkey Compute를 출시했다. https://slicast.com/article/1t82zc5 Slicast en 2026-11-05T18:27:00.000Z About 600,000 Nvidia H200 chips are reportedly stuck in Hong Kong as China blocks imports. https://slicast.com/zh/article/1t82zc5 Slicast zh-cn 2026-11-05T18:27:00.000Z 据报道，约60万颗英伟达H200芯片因中国禁止进口而滞留在香港。 https://slicast.com/ko/article/1t82zc5 Slicast ko 2026-11-05T18:27:00.000Z 약 60만 개의 Nvidia H200 칩이 중국의 수입 차단으로 홍콩에 발이 묶인 것으로 전해졌다. https://slicast.com/article/1obg5eu Slicast en 2026-11-05T18:22:30.000Z Riot Platforms shares fell 6% as the selloff in AI data-center stocks deepened. https://slicast.com/zh/article/1obg5eu Slicast zh-cn 2026-11-05T18:22:30.000Z Riot Platforms股价下跌6%，人工智能数据中心股票的抛售进一步加深。 https://slicast.com/ko/article/1obg5eu Slicast ko 2026-11-05T18:22:30.000Z Riot Platforms 주가는 AI 데이터센터 관련주의 매도세가 심화되면서 6% 하락했다. https://slicast.com/article/1c32hmp Slicast en 2026-11-05T18:11:00.000Z AI stocks went into free-fall as investors panicked over the risk of a data-center slowdown. https://slicast.com/zh/article/1c32hmp Slicast zh-cn 2026-11-05T18:11:00.000Z 人工智能股票急剧下跌，投资者担心数据中心建设可能放缓。 https://slicast.com/ko/article/1c32hmp Slicast ko 2026-11-05T18:11:00.000Z AI 관련 주식이 데이터센터 둔화 위험에 대한 투자자들의 공포 속에 급락했다. https://slicast.com/article/7vtrsu Slicast en 2026-11-05T18:03:00.000Z Bloom Energy is among the S&P 500's biggest decliners as investors fear data-center delays. https://slicast.com/zh/article/7vtrsu Slicast zh-cn 2026-11-05T18:03:00.000Z Bloom Energy是标普500指数中跌幅最大的股票之一，投资者担心数据中心建设延期。 https://slicast.com/ko/article/7vtrsu Slicast ko 2026-11-05T18:03:00.000Z Bloom Energy는 데이터센터 구축 지연에 대한 우려가 커지면서 S&P 500에서 가장 큰 폭으로 하락한 종목 중 하나가 됐다. https://slicast.com/article/la4jcn Slicast en 2026-11-05T18:00:00.000Z According to MeitY Secretary S. Krishnan, India plans to develop its own GPU within about two years under Semiconductor Mission 2.0 and to commercialize its SHAKTI and VEGA processors. https://slicast.com/zh/article/la4jcn Slicast zh-cn 2026-11-05T18:00:00.000Z 据MeitY秘书S. Krishnan透露，印度计划在约两年内于Semiconductor Mission 2.0框架下研发本土图形处理器，并推动SHAKTI与VEGA处理器商业化。 https://slicast.com/ko/article/la4jcn Slicast ko 2026-11-05T18:00:00.000Z MeitY 서기관 S. 크리슈난에 따르면, 인도는 반도체 미션 2.0에 따라 약 2년 내에 자체 GPU를 개발하고, SHAKTI 및 VEGA 프로세서를 상용화할 계획이다. https://slicast.com/article/7kx0za Slicast en 2026-11-05T17:49:04.000Z Elon Musk says SpaceX will build more AI computing power in 1.5 years than Google has built in decades. https://slicast.com/zh/article/7kx0za Slicast zh-cn 2026-11-05T17:49:04.000Z 埃隆·马斯克表示，SpaceX将在1.5年内建成的人工智能算力，将超过谷歌数十年来所建的总量。 https://slicast.com/ko/article/7kx0za Slicast ko 2026-11-05T17:49:04.000Z Elon Musk, SpaceX가 향후 1.5년 안에 Google이 수십 년간 구축해 온 것보다 더 많은 AI 컴퓨팅 파워를 구축할 것이라고 말했다. https://slicast.com/article/1eu9pg1 Slicast en 2026-11-05T17:47:03.000Z SpaceX has proposed a 747-acre AI data center near Willcox in Cochise County, drawing mixed reactions from local residents. https://slicast.com/zh/article/1eu9pg1 Slicast zh-cn 2026-11-05T17:47:03.000Z SpaceX提议在Willcox附近的Cochise County建设一个占地747英亩的人工智能数据中心，当地居民反应不一。 https://slicast.com/ko/article/1eu9pg1 Slicast ko 2026-11-05T17:47:03.000Z SpaceX는 코치스 카운티 윌콕스 인근에 747에이커 규모의 AI 데이터센터를 제안했으며, 지역 주민들의 반응은 엇갈리고 있다. https://slicast.com/article/bpqzgt Slicast en 2026-11-05T17:42:13.000Z OpenAI announced a national community compact covering electricity and grid upgrades. https://slicast.com/zh/article/bpqzgt Slicast zh-cn 2026-11-05T17:42:13.000Z OpenAI发布了一项全国性社区契约，涵盖电力与电网升级事宜。 https://slicast.com/ko/article/bpqzgt Slicast ko 2026-11-05T17:42:13.000Z OpenAI는 전력 및 전력망 증설을 포함한 전국 단위 지역사회 협약을 발표했다. https://slicast.com/article/1dzydw7 Slicast en 2026-11-05T17:40:34.000Z Chemours released two fluids for two-phase liquid cooling aimed at direct-to-chip and immersion markets. https://slicast.com/zh/article/1dzydw7 Slicast zh-cn 2026-11-05T17:40:34.000Z Chemours推出两款用于两相液冷的冷却液，主要面向直接芯片冷却与浸没式冷却市场。 https://slicast.com/ko/article/1dzydw7 Slicast ko 2026-11-05T17:40:34.000Z Chemours, 직접 칩 냉각(direct-to-chip) 및 침지(immersion) 시장을 겨냥한 2상 액체 냉각용 유체 두 종을 출시했다. https://slicast.com/article/cbqu0r Slicast en 2026-11-05T17:37:18.000Z According to The Hill, OpenAI unveiled a framework for computing campuses in the US. https://slicast.com/zh/article/cbqu0r Slicast zh-cn 2026-11-05T17:37:18.000Z 据The Hill报道，OpenAI推出了美国算力园区的框架方案。 https://slicast.com/ko/article/cbqu0r Slicast ko 2026-11-05T17:37:18.000Z The Hill에 따르면, OpenAI는 미국 내 컴퓨팅 캠퍼스를 위한 프레임워크를 공개했다. https://slicast.com/article/1mhwaiz Slicast en 2026-11-05T17:31:43.000Z Microsoft is tightening oversight of neocloud data-center projects, according to a Bloomberg report. https://slicast.com/zh/article/1mhwaiz Slicast zh-cn 2026-11-05T17:31:43.000Z 据彭博社报道，微软正在加强对新兴算力云数据中心项目的监管。 https://slicast.com/ko/article/1mhwaiz Slicast ko 2026-11-05T17:31:43.000Z Microsoft, 블룸버그 보도에 따르면 네오클라우드 데이터센터 프로젝트에 대한 감독을 강화하고 있다. https://slicast.com/article/13yfmjr Slicast en 2026-11-05T17:30:52.000Z Arista is lining up networking for 10 gigawatts of AI systems. https://slicast.com/zh/article/13yfmjr Slicast zh-cn 2026-11-05T17:30:52.000Z Arista正为10吉瓦规模的人工智能系统配置网络设备。 https://slicast.com/ko/article/13yfmjr Slicast ko 2026-11-05T17:30:52.000Z Arista는 10기가와트 규모의 AI 시스템을 위한 네트워킹 구축에 나서고 있다. https://slicast.com/article/17vko1s Slicast en 2026-11-05T17:27:28.000Z Nearly 600,000 Nvidia H200 chips are reportedly piling up in Hong Kong as Beijing delays approval for their import. https://slicast.com/zh/article/17vko1s Slicast zh-cn 2026-11-05T17:27:28.000Z 据报道，近60万颗英伟达H200芯片因北京推迟进口批准而在香港大量积压。 https://slicast.com/ko/article/17vko1s Slicast ko 2026-11-05T17:27:28.000Z 거의 60만 개에 달하는 엔비디아 H200 칩이 베이징의 수입 승인 지연으로 홍콩에 쌓여 있는 것으로 전해졌다. https://slicast.com/article/eix9im Slicast en 2026-11-05T17:26:26.000Z Critics slammed an Australian report on the 'AI-fuelled data centre frenzy' for stopping short of calling for a pause in development. https://slicast.com/zh/article/eix9im Slicast zh-cn 2026-11-05T17:26:26.000Z 批评者抨击一份关于‘人工智能驱动的数据中心狂潮’的澳大利亚报告，认为其并未呼吁暂停扩张。 https://slicast.com/ko/article/eix9im Slicast ko 2026-11-05T17:26:26.000Z Critics slammed an Australian report on the 'AI-fuelled data centre frenzy' for stopping short of calling for a pause in development. Translation: 비평가들은 'AI 주도 데이터센터 열풍'을 다룬 호주 보고서가 개발 중단을 촉구하지 않은 점 https://slicast.com/article/m94yaj Slicast en 2026-11-05T17:26:15.000Z Marvell shares fell another 14% as a 'Democratic sweep' deepened an AI chip selloff. https://slicast.com/zh/article/m94yaj Slicast zh-cn 2026-11-05T17:26:15.000Z 美满电子股价再跌14%，‘民主党横扫’加深了人工智能芯片的抛售潮。 https://slicast.com/ko/article/m94yaj Slicast ko 2026-11-05T17:26:15.000Z Marvell 주가는 '민주당 석권' 우려가 AI 반도체 매도세를 심화시키면서 추가로 14% 하락했다. https://slicast.com/article/fhq0me Slicast en 2026-11-05T17:21:00.000Z OpenAI is rebranding its data centers as 'compute campuses' and has unveiled a new framework around them. https://slicast.com/zh/article/fhq0me Slicast zh-cn 2026-11-05T17:21:00.000Z OpenAI将其数据中心更名为‘计算园区’，并推出了一套围绕这些园区的新框架。 https://slicast.com/ko/article/fhq0me Slicast ko 2026-11-05T17:21:00.000Z OpenAI는 데이터센터를 '컴퓨트 캠퍼스'로 명칭을 바꾸고, 이를 중심으로 한 새로운 프레임워크를 공개했다. https://slicast.com/article/1caby1n Slicast en 2026-11-05T17:20:31.000Z McKay Brothers has selected Relativity Networks for hollow core fiber to serve New Jersey's financial services market, with plans to expand to other markets. https://slicast.com/zh/article/1caby1n Slicast zh-cn 2026-11-05T17:20:31.000Z McKay Brothers选用Relativity Networks的空芯光纤，服务新泽西州的金融服务市场，并计划扩展至其他市场。 https://slicast.com/ko/article/1caby1n Slicast ko 2026-11-05T17:20:31.000Z McKay Brothers가 뉴저지 금융 서비스 시장에 서비스를 제공하기 위해 중공 코어 광섬유 부문에서 Relativity Networks를 선정했으며, 향후 다른 시장으로도 확장할 계획이다. https://slicast.com/article/zn6voi Slicast en 2026-11-05T17:17:00.000Z Elon Musk's gas-powered xAI data centers, including Colossus, are running into a big problem with local residents, according to BGR. https://slicast.com/zh/article/zn6voi Slicast zh-cn 2026-11-05T17:17:00.000Z 据BGR报道，埃隆·马斯克旗下xAI的燃气数据中心（包括Colossus）正面临当地居民带来的严重阻力。 https://slicast.com/ko/article/zn6voi Slicast ko 2026-11-05T17:17:00.000Z Elon Musk의 가스 발전 방식 xAI 데이터센터(콜로서스 포함)가 지역 주민들과 심각한 갈등을 빚고 있다고 BGR이 보도했다. https://slicast.com/article/thjtfk Slicast en 2026-11-05T17:15:17.000Z Roughly $2 trillion has been wiped from Wall Street as AI and chip stocks plunge, reviving debate over whether Michael Burry was right about an AI bubble. https://slicast.com/zh/article/thjtfk Slicast zh-cn 2026-11-05T17:15:17.000Z 随着人工智能和芯片股暴跌，华尔街已蒸发约2万亿美元市值，Michael Burry对人工智能泡沫的预判是否正确，这一争论再度升温。 https://slicast.com/ko/article/thjtfk Slicast ko 2026-11-05T17:15:17.000Z 월가에서 AI 및 반도체 관련주가 급락하면서 약 2조 달러가 증발했고, 마이클 배리의 AI 거품 경고가 옳았는지를 둘러싼 논쟁이 다시 불붙고 있다. https://slicast.com/article/if1fh9 Slicast en 2026-11-05T17:07:24.000Z Broadcom's TPU compute shipments have doubled to nearly 2 million H100 equivalents. https://slicast.com/zh/article/if1fh9 Slicast zh-cn 2026-11-05T17:07:24.000Z 博通的TPU算力出货量翻了一番，达到近200万颗H100等效算力。 https://slicast.com/ko/article/if1fh9 Slicast ko 2026-11-05T17:07:24.000Z Broadcom의 TPU 컴퓨팅 출하량이 H100 환산 기준 약 200만 개로 두 배 증가했다. https://slicast.com/article/cfbqaz Slicast en 2026-11-05T17:07:00.000Z Bloom Energy fell 14% despite an NTT Data deal, while FuelCell Energy dropped 17% and Plug Power 7%. https://slicast.com/zh/article/cfbqaz Slicast zh-cn 2026-11-05T17:07:00.000Z 尽管与NTT Data达成合作，Bloom Energy股价仍下跌14%，FuelCell Energy下跌17%，Plug Power下跌7%。 https://slicast.com/ko/article/cfbqaz Slicast ko 2026-11-05T17:07:00.000Z Bloom Energy는 NTT Data와의 계약 소식에도 불구하고 14% 하락했으며, FuelCell Energy는 17%, Plug Power는 7% 떨어졌다. https://slicast.com/article/s14u4w Slicast en 2026-11-05T17:05:42.000Z Eaton's CEO says the shift of data centers from AC to DC power 'is real', and Eaton is investing in solid-state transformers to capitalize on it, though the timing remains uncertain. https://slicast.com/zh/article/s14u4w Slicast zh-cn 2026-11-05T17:05:42.000Z 伊顿首席执行官表示，数据中心从交流向直流供电的转变‘是真实的’，伊顿正投资固态变压器以把握这一趋势，但时间表仍不确定。 https://slicast.com/ko/article/s14u4w Slicast ko 2026-11-05T17:05:42.000Z Eaton의 CEO는 데이터센터의 전력 공급 방식이 AC에서 DC로 전환되는 흐름이 "현실이다"라고 밝혔으며, Eaton은 이 변화를 활용하기 위해 고체 변압기(solid-state transformer)에 투자하고 있으나 전환 시점은 여전히 불확실하다고 말했다. https://slicast.com/article/12uid34 Slicast en 2026-11-05T17:03:55.000Z OpenAI has formalized safeguards for its future U.S. data-center projects, pledging union engagement and environmental disclosures. https://slicast.com/zh/article/12uid34 Slicast zh-cn 2026-11-05T17:03:55.000Z OpenAI已正式确立其未来美国数据中心项目的保障措施，承诺与工会开展接触并进行环境信息披露。 https://slicast.com/ko/article/12uid34 Slicast ko 2026-11-05T17:03:55.000Z OpenAI, 향후 미국 데이터센터 프로젝트에 대한 안전장치를 공식화하고, 노동조합과의 협의 및 환경 정보 공개를 약속했다. https://slicast.com/article/4o6ar8 Slicast en 2026-11-05T17:03:14.000Z Applied Digital shares plunged 17%, Cipher Digital sank 14% and TeraWulf tumbled 13% as a Texas data-center approval freeze deepened fears. https://slicast.com/zh/article/4o6ar8 Slicast zh-cn 2026-11-05T17:03:14.000Z 得克萨斯州数据中心审批冻结加深了市场担忧，Applied Digital股价暴跌17%，Cipher Digital下跌14%，TeraWulf下跌13%。 https://slicast.com/ko/article/4o6ar8 Slicast ko 2026-11-05T17:03:14.000Z Applied Digital 주가는 17% 급락했고, Cipher Digital은 14% 하락했으며, TeraWulf는 13% 밀렸다. 텍사스 데이터센터 승인 동결이 장기화되면서 투자자들의 우려가 커진 영향이다. https://slicast.com/article/36igz6 Slicast en 2026-11-05T17:02:52.000Z Broadcom published a newsroom piece on how buffer depth in networking chips shapes the scaling of multi-site AI clusters beyond a single data center. https://slicast.com/zh/article/36igz6 Slicast zh-cn 2026-11-05T17:02:52.000Z 博通发布文章，探讨网络芯片中的缓存深度如何影响跨站点人工智能集群在单一数据中心之外的扩展。 https://slicast.com/ko/article/36igz6 Slicast ko 2026-11-05T17:02:52.000Z Broadcom은 네트워킹 칩의 버퍼 깊이가 단일 데이터센터를 넘어 다중 사이트 AI 클러스터의 확장에 어떤 영향을 미치는지 다룬 뉴스룸 기사를 게재했다. https://slicast.com/article/1ucrkd0 Slicast en 2026-11-05T17:02:02.000Z The Bank of England is querying speculative data-center loans tied to projects that do not yet have tenants, seeking to gauge the scale of risk in the sector. https://slicast.com/zh/article/1ucrkd0 Slicast zh-cn 2026-11-05T17:02:02.000Z 英格兰银行正就与尚无租户项目挂钩的投机性数据中心贷款提出质询，试图评估该行业的风险规模。 https://slicast.com/ko/article/1ucrkd0 Slicast ko 2026-11-05T17:02:02.000Z 영국 중앙은행(Bank of England)은 아직 입주 기업(테넌트)이 확보되지 않은 프로젝트와 연계된 투기적 데이터센터 대출에 대해 질의하고 있으며, 이 분야의 위험 규모를 파악하려 하고 있다. https://slicast.com/article/86ut1w Slicast en 2026-11-05T17:01:38.000Z Supermicro is adding SambaNova technology to power AI inference racks alongside Nvidia hardware. https://slicast.com/zh/article/86ut1w Slicast zh-cn 2026-11-05T17:01:38.000Z 超微电脑将采用SambaNova的芯片为人工智能推理机架供电，并与英伟达硬件并行部署。 https://slicast.com/ko/article/86ut1w Slicast ko 2026-11-05T17:01:38.000Z Supermicro는 Nvidia 하드웨어와 함께 AI 추론 랙을 구동하기 위해 SambaNova 기술을 추가하고 있다. https://slicast.com/article/1g1ckk5 Slicast en 2026-11-05T17:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-11-05T17:00:35.000Z 走进 Omniverse:开发者如何借助前沿 AI 智能体将创意转化为仿真 https://slicast.com/ko/article/1g1ckk5 Slicast ko 2026-11-05T17:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents Wait, I need to correct my response. Here is the translation: 옴니버스 속으로: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 바꾸는 방법 https://slicast.com/article/10gppeo Slicast en 2026-11-05T16:55:00.000Z Critical-minerals agreements are booming as the AI buildout and the energy transition drive demand. https://slicast.com/zh/article/10gppeo Slicast zh-cn 2026-11-05T16:55:00.000Z 关键矿产协议因人工智能基础设施建设和能源转型带来的需求而快速增长。 https://slicast.com/ko/article/10gppeo Slicast ko 2026-11-05T16:55:00.000Z 핵심 광물 협약이 AI 인프라 구축과 에너지 전환에 따른 수요 증가로 활기를 띠고 있다. https://slicast.com/article/2ttpcd Slicast en 2026-11-05T16:54:22.000Z Argonne National Laboratory is expanding its AI inference infrastructure as demand from scientific research grows. https://slicast.com/zh/article/2ttpcd Slicast zh-cn 2026-11-05T16:54:22.000Z 阿贡国家实验室正随着科研需求增长扩大其人工智能推理基础设施。 https://slicast.com/ko/article/2ttpcd Slicast ko 2026-11-05T16:54:22.000Z Argonne National Laboratory는 과학 연구 수요가 늘어남에 따라 AI 추론 인프라를 확충하고 있다. https://slicast.com/article/pvja89 Slicast en 2026-11-05T16:50:36.000Z TradingView reports that the AI data-center boom is running into a political wall. https://slicast.com/zh/article/pvja89 Slicast zh-cn 2026-11-05T16:50:36.000Z TradingView报道称，人工智能数据中心的热潮正撞上政治阻力。 https://slicast.com/ko/article/pvja89 Slicast ko 2026-11-05T16:50:36.000Z TradingView는 AI 데이터센터 붐이 정치적 장벽에 부딪히고 있다고 보도했다. https://slicast.com/article/1ckr0lz Slicast en 2026-11-05T16:48:30.000Z Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips and is interested in renting at least 8,000 Nvidia Blackwell GPUs. https://slicast.com/zh/article/1ckr0lz Slicast zh-cn 2026-11-05T16:48:30.000Z 据报道，中国人工智能实验室月之暗面考察了欧洲数据中心以获取英伟达芯片，并有意租用至少8000颗英伟达Blackwell图形处理器。 https://slicast.com/ko/article/1ckr0lz Slicast ko 2026-11-05T16:48:30.000Z 중국 AI 연구소 Moonshot이 Nvidia 칩에 접근하기 위해 유럽 데이터센터를 검토한 것으로 전해졌으며, Nvidia Blackwell GPU 최소 8,000개를 임차하는 데 관심을 보이고 있다. https://slicast.com/article/wis9i2 Slicast en 2026-11-05T16:40:06.000Z SOLUM and Infineon are expanding their collaboration on HVDC power solutions for AI data centers. https://slicast.com/zh/article/wis9i2 Slicast zh-cn 2026-11-05T16:40:06.000Z SOLUM与英飞凌正扩大在人工智能数据中心高压直流供电方案上的合作。 https://slicast.com/ko/article/wis9i2 Slicast ko 2026-11-05T16:40:06.000Z SOLUM과 Infineon은 AI 데이터센터용 HVDC 전력 솔루션 분야에서 협력을 확대하고 있다. https://slicast.com/article/qrvsmn Slicast en 2026-11-05T16:37:03.000Z Co-located solar-plus-storage projects now make up 16% of all installations, up from 2% in 2017, and are projected to pass 30% within two years, according to the EIA. https://slicast.com/zh/article/qrvsmn Slicast zh-cn 2026-11-05T16:37:03.000Z 据美国能源信息署（EIA）数据，太阳能与储能共址项目占全部装机的比例已升至16%，2017年仅为2%，并预计在未来两年内超过30%。 https://slicast.com/ko/article/qrvsmn Slicast ko 2026-11-05T16:37:03.000Z EIA에 따르면 동일 부지에 태양광과 에너지저장장치(ESS)를 함께 설치한 프로젝트는 현재 전체 설치의 16%를 차지하며, 2017년의 2%에서 증가했습니다. 향후 2년 내 30%를 넘어설 것으로 전망됩니다. https://slicast.com/article/cm9zzw Slicast en 2026-11-05T16:35:15.000Z NextDC is preparing for a takeover battle after a share raid by Goodman. https://slicast.com/zh/article/cm9zzw Slicast zh-cn 2026-11-05T16:35:15.000Z 在Goodman突击增持股份之后，NextDC正为可能爆发的收购战做准备。 https://slicast.com/ko/article/cm9zzw Slicast ko 2026-11-05T16:35:15.000Z NextDC, Goodman의 지분 매집으로 인해 인수 경쟁에 대비하고 있다. https://slicast.com/article/3b508n Slicast en 2026-11-05T16:34:09.000Z Investing.com reports that an AI-driven liquidation on Wall Street is threatening Anthropic's planned mega-IPO. https://slicast.com/zh/article/3b508n Slicast zh-cn 2026-11-05T16:34:09.000Z Investing.com报道称，华尔街的人工智能股票抛售正威胁Anthropic计划中的超大规模首次公开募股。 https://slicast.com/ko/article/3b508n Slicast ko 2026-11-05T16:34:09.000Z Investing.com는 월가에서 AI 주도의 대규모 청산 사태가 Anthropic의 계획된 대형 기업공개(IPO)를 위협하고 있다고 보도했다. https://slicast.com/article/12kawc2 Slicast en 2026-11-05T16:32:22.000Z A TechTarget roundup says AI spending is lifting chip, networking, server and power suppliers. https://slicast.com/zh/article/12kawc2 Slicast zh-cn 2026-11-05T16:32:22.000Z TechTarget综述指出，人工智能支出正在推动芯片、网络、服务器和电力供应商的业绩增长。 https://slicast.com/ko/article/12kawc2 Slicast ko 2026-11-05T16:32:22.000Z AI 지출이 칩, 네트워킹, 서버 및 전력 공급업체의 실적을 끌어올리고 있다고 TechTarget의 종합 보도가 전했다. https://slicast.com/article/16roumk Slicast en 2026-11-05T16:30:51.000Z An EnergyNow.com perspective asks whether backyard data centers could solve AI's biggest problem. https://slicast.com/zh/article/16roumk Slicast zh-cn 2026-11-05T16:30:51.000Z EnergyNow.com评论文章探讨，后院式数据中心能否解决人工智能面临的最大难题。 https://slicast.com/ko/article/16roumk Slicast ko 2026-11-05T16:30:51.000Z EnergyNow.com의 시각은 뒷마당 데이터센터가 AI의 가장 큰 문제를 해결할 수 있을지 묻는다. https://slicast.com/article/vb831 Slicast en 2026-11-05T16:30:38.000Z An EnergyNow.com data center insight examines the North American infrastructure race and why communities are pushing back against new facilities. https://slicast.com/zh/article/vb831 Slicast zh-cn 2026-11-05T16:30:38.000Z EnergyNow.com数据中心洞察文章分析北美基础设施竞赛，以及社区为何抵制新建设施。 https://slicast.com/ko/article/vb831 Slicast ko 2026-11-05T16:30:38.000Z EnergyNow.com의 데이터센터 인사이트는 북미 인프라 경쟁과 지역사회가 신규 시설에 반대하고 나서는 이유를 살펴본다. https://slicast.com/article/16eknxk Slicast en 2026-11-05T16:26:41.000Z Data Center Access Control Market - Size, Share, Trends, https://slicast.com/zh/article/16eknxk Slicast zh-cn 2026-11-05T16:26:41.000Z 数据中心访问控制市场——规模、份额、趋势, https://slicast.com/ko/article/16eknxk Slicast ko 2026-11-05T16:26:41.000Z 데이터 센터 출입 통제 시장 - 규모, 점유율, 동향, https://slicast.com/article/frnx18 Slicast en 2026-11-05T16:15:24.000Z Marvell's (MRVL) networking business is growing on the back of AI demand, according to a Globe and Mail analysis of what comes next. https://slicast.com/zh/article/frnx18 Slicast zh-cn 2026-11-05T16:15:24.000Z 据《环球邮报》分析，美满电子（MRVL）的网络业务在人工智能需求带动下增长，并展望后续走势。 https://slicast.com/ko/article/frnx18 Slicast ko 2026-11-05T16:15:24.000Z Globe and Mail의 분석에 따르면, Marvell(MRVL)의 네트워킹 사업은 AI 수요에 힘입어 성장하고 있으며, 향후 전망에 대한 관심도 높아지고 있다. https://slicast.com/article/1qmdkbq Slicast en 2026-11-05T16:14:42.000Z Data Center Switchgear Market Size, Share, and Industry https://slicast.com/zh/article/1qmdkbq Slicast zh-cn 2026-11-05T16:14:42.000Z 数据中心开关设备市场规模、份额及行业…… https://slicast.com/ko/article/1qmdkbq Slicast ko 2026-11-05T16:14:42.000Z 데이터센터 배전반 시장 규모, 점유율 및 산업 동향 https://slicast.com/article/vwr1qm Slicast en 2026-11-05T16:13:38.000Z Data Center Fiber Optic Cabling and Connectivity Market https://slicast.com/zh/article/vwr1qm Slicast zh-cn 2026-11-05T16:13:38.000Z 数据中心光纤布线与连接市场 https://slicast.com/ko/article/vwr1qm Slicast ko 2026-11-05T16:13:38.000Z 데이터 센터 광섬유 케이블링 및 연결성 시장 https://slicast.com/article/1nj7nze Slicast en 2026-11-05T16:07:47.000Z Qualcomm has completed hardware validation of its first-generation High Bandwidth Compute silicon, ahead of AI250 sampling. https://slicast.com/zh/article/1nj7nze Slicast zh-cn 2026-11-05T16:07:47.000Z 高通第一代High Bandwidth Compute芯片已完成硬件验证，为AI250送样扫清障碍。 https://slicast.com/ko/article/1nj7nze Slicast ko 2026-11-05T16:07:47.000Z Qualcomm has completed hardware validation of its first-generation High Bandwidth Compute silicon, ahead of AI250 sampling. Wait, I must correct myself: the output must be the translation only. Here https://slicast.com/article/1olk778 Slicast en 2026-11-05T16:06:11.000Z A tech-insider.org roundup catalogs 2026 AI data center energy deals of 5 GW or more. https://slicast.com/zh/article/1olk778 Slicast zh-cn 2026-11-05T16:06:11.000Z tech-insider.org综述汇总了2026年规模达5吉瓦及以上的人工智能数据中心能源交易。 https://slicast.com/ko/article/1olk778 Slicast ko 2026-11-05T16:06:11.000Z tech-insider.org 보도 모음은 2026년 용량 5GW 이상의 AI 데이터센터 에너지 계약을 정리했다. https://slicast.com/article/1k33rh8 Slicast en 2026-11-05T16:00:05.000Z The Wizard of Open Weights: Chris Alexiuk Makes AI Easy With Open Models https://slicast.com/zh/article/1k33rh8 Slicast zh-cn 2026-11-05T16:00:05.000Z 开放权重巨匠:Chris Alexiuk 以开放模型让 AI 变得简单 https://slicast.com/ko/article/1k33rh8 Slicast ko 2026-11-05T16:00:05.000Z The Wizard of Open Weights: Chris Alexiuk Makes AI Easy With Open Models Wait, I need to correct my approach here. Translating the headline as written: The Wizard of Open Weights: Chris Alexiuk Make https://slicast.com/article/1tol4lf Slicast en 2026-11-05T16:00:00.000Z More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge https://slicast.com/zh/article/1tol4lf Slicast zh-cn 2026-11-05T16:00:00.000Z 每个字节都更高效:全栈协同设计如何应对 AI 内存挑战 https://slicast.com/ko/article/1tol4lf Slicast ko 2026-11-05T16:00:00.000Z 모든 바이트에서 더 많은 성능을: 풀스택 코디자인이 AI의 메모리 과제를 해결하는 방법 https://slicast.com/article/10yfhio Slicast en 2026-11-05T15:59:39.000Z Data Center Facility Management & O&M Services Market Size, https://slicast.com/zh/article/10yfhio Slicast zh-cn 2026-11-05T15:59:39.000Z 数据中心设施管理与运维服务市场规模, https://slicast.com/ko/article/10yfhio Slicast ko 2026-11-05T15:59:39.000Z 데이터센터 시설 관리 및 O&M 서비스 시장 규모, https://slicast.com/article/5c70an Slicast en 2026-11-05T15:56:44.000Z MediaTek has hired a former Intel executive to support its AI expansion, per ad-hoc-news.de. https://slicast.com/zh/article/5c70an Slicast zh-cn 2026-11-05T15:56:44.000Z 据ad-hoc-news.de报道，联发科聘请了一位前英特尔高管，以推进其人工智能业务扩张。 https://slicast.com/ko/article/5c70an Slicast ko 2026-11-05T15:56:44.000Z MediaTek가 AI 사업 확장을 지원하기 위해 전 Intel 임원을 영입했다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/m8sfkd Slicast en 2026-11-05T15:54:47.000Z OpenAI has unveiled policies on responsible AI infrastructure, according to Blockchain News, though the available text gives no detail. https://slicast.com/zh/article/m8sfkd Slicast zh-cn 2026-11-05T15:54:47.000Z 据Blockchain News报道，OpenAI发布了负责任的人工智能基础设施政策，但现有文本未提供细节。 https://slicast.com/ko/article/m8sfkd Slicast ko 2026-11-05T15:54:47.000Z OpenAI는 책임 있는 AI 인프라에 관한 정책을 발표했다고 Blockchain News가 보도했으나, 현재 확보된 본문에는 구체적인 내용이 나와 있지 않다. https://slicast.com/article/188evsp Slicast en 2026-11-05T15:54:17.000Z Moffett AI has raised a $150 million Series C extension to scale its sparse AI chips, per Dealroom. https://slicast.com/zh/article/188evsp Slicast zh-cn 2026-11-05T15:54:17.000Z 据Dealroom报道，Moffett AI完成1.5亿美元C轮延展融资，用于扩大稀疏人工智能芯片的规模。 https://slicast.com/ko/article/188evsp Slicast ko 2026-11-05T15:54:17.000Z Moffett AI는 Dealroom에 따르면 희소(sparse) AI 칩 사업 확대를 위해 1억 5천만 달러 규모의 시리즈 C 추가 투자를 유치했다. https://slicast.com/article/16vieyr Slicast en 2026-11-05T15:51:49.000Z Entergy reports progress on an Arkansas data center deal and strong third-quarter sales, and has signed firm pipeline contracts for enough natural gas to support 10 new combined-cycle power plants in https://slicast.com/zh/article/16vieyr Slicast zh-cn 2026-11-05T15:51:49.000Z Entergy公布阿肯色州数据中心交易取得进展、第三季度销售强劲，并已签订确定的管道天然气供应合同，量足以支持路易斯安那州新建的10座联合循环发电厂。 https://slicast.com/ko/article/16vieyr Slicast ko 2026-11-05T15:51:49.000Z Entergy, 아칸소 데이터센터 계약 진전 및 3분기 강한 매출 보고, 루이지애나에서 신규 복합발전소 10기를 지원할 수 있는 규모의 천연가스 확보 계약 체결 https://slicast.com/article/1nvreld Slicast en 2026-11-05T15:49:00.000Z Interesting Engineering reports that engine-powered data centers could challenge combined-cycle turbines while cutting water use by 99%. https://slicast.com/zh/article/1nvreld Slicast zh-cn 2026-11-05T15:49:00.000Z Interesting Engineering报道，以发动机驱动的数据中心或将挑战联合循环燃气涡轮机，并可节水99%。 https://slicast.com/ko/article/1nvreld Slicast ko 2026-11-05T15:49:00.000Z Interesting Engineering은 엔진 기반 데이터센터가 복합화력 터빈에 맞설 수 있으며, 물 사용량을 99% 줄일 수 있다고 보도했다. https://slicast.com/article/1uag1wk Slicast en 2026-11-05T15:47:53.000Z The Globe and Mail examines why Sandisk stock keeps falling, with ChangXin Memory (CXMT) referenced. https://slicast.com/zh/article/1uag1wk Slicast zh-cn 2026-11-05T15:47:53.000Z 《环球邮报》分析了闪迪（Sandisk）股价持续下跌的原因，相关报道提及长鑫存储（CXMT）。 https://slicast.com/ko/article/1uag1wk Slicast ko 2026-11-05T15:47:53.000Z The Globe and Mail는 Sandisk 주가가 계속 하락하는 이유를 분석하며, ChangXin Memory(CXMT)를 함께 언급했다. https://slicast.com/article/1jkfyjp Slicast en 2026-11-05T15:46:00.000Z AMD shares fell 13%, NVIDIA slid 7% and Intel sank 8% as AI regulation fears hit chip stocks, per 24/7 Wall St. https://slicast.com/zh/article/1jkfyjp Slicast zh-cn 2026-11-05T15:46:00.000Z 据24/7 Wall St.报道，人工智能监管担忧打压芯片股，AMD股价下跌13%，英伟达下跌7%，英特尔下跌8%。 https://slicast.com/ko/article/1jkfyjp Slicast ko 2026-11-05T15:46:00.000Z AMD 주가는 13% 하락했고, 엔비디아는 7% 밀렸으며, 인텔은 8% 급락했다. 24/7 Wall St에 따르면 AI 규제 우려가 반도체 株가 아닌 반도체 종목 전반을 강타한 결과다. https://slicast.com/article/634bpm Slicast en 2026-11-05T15:42:00.000Z A Seeking Alpha analysis argues the market is underpricing Vistra's (NYSE:VST) shift toward contracted earnings. https://slicast.com/zh/article/634bpm Slicast zh-cn 2026-11-05T15:42:00.000Z Seeking Alpha的一篇分析认为，市场低估了Vistra（NYSE:VST）向合同化收益转型的价值。 https://slicast.com/ko/article/634bpm Slicast ko 2026-11-05T15:42:00.000Z Seeking Alpha의 한 분석은 시장이 Vistra(NYSE:VST)의 계약 기반 수익 전환을 과소평가하고 있다고 주장한다. https://slicast.com/article/12wwo0r Slicast en 2026-11-05T15:41:17.000Z SpaceX is reportedly backing a 6 GW AI data center plan in rural Arizona. https://slicast.com/zh/article/12wwo0r Slicast zh-cn 2026-11-05T15:41:17.000Z 据报道，SpaceX支持在亚利桑那州农村地区建设一个6吉瓦的人工智能数据中心项目。 https://slicast.com/ko/article/12wwo0r Slicast ko 2026-11-05T15:41:17.000Z SpaceX가 미국 애리조나주 농촌 지역에 6GW 규모의 AI 데이터센터 계획을 추진하는 것으로 알려졌다. https://slicast.com/article/1bmjqk1 Slicast en 2026-11-05T15:29:27.000Z Microsoft has declined an option to expand its compute contract with Nscale in Texas, which offered capacity at a Nscale-owned site adjacent to its operating Ionic Digital data center. https://slicast.com/zh/article/1bmjqk1 Slicast zh-cn 2026-11-05T15:29:27.000Z 微软拒绝了与Nscale在德克萨斯州扩大算力合同的选择权，该选择权原本提供Nscale自有站点的容量，该站点毗邻已投运的Ionic Digital数据中心。 https://slicast.com/ko/article/1bmjqk1 Slicast ko 2026-11-05T15:29:27.000Z Microsoft가 텍사스에 있는 Nscale과의 컴퓨팅 계약 확장 옵션을 거절했다. 이 옵션은 Nscale이 소유한 부지에서 운영 중인 Ionic Digital 데이터센터에 인접한 용량을 제공하는 내용이었다. https://slicast.com/article/1mtvzlc Slicast en 2026-11-05T15:28:34.000Z Green Street News reports that tougher talk on the data center boom is emerging as part of the fallout from Election Day. https://slicast.com/zh/article/1mtvzlc Slicast zh-cn 2026-11-05T15:28:34.000Z Green Street News报道，大选日之后，关于数据中心热潮的政治言论正在趋于强硬。 https://slicast.com/ko/article/1mtvzlc Slicast ko 2026-11-05T15:28:34.000Z Green Street News는 데이터센터 붐에 대한 더 강경한 목소리가 선거일 이후 여파의 일부로 나타나고 있다고 보도했다. https://slicast.com/article/1m5sli9 Slicast en 2026-11-05T15:28:11.000Z Arrow Electronics shares gained focus after a quarterly earnings jump, per Simply Wall St. https://slicast.com/zh/article/1m5sli9 Slicast zh-cn 2026-11-05T15:28:11.000Z 据Simply Wall St.报道，Arrow Electronics在季度业绩大幅增长后股价受到关注。 https://slicast.com/ko/article/1m5sli9 Slicast ko 2026-11-05T15:28:11.000Z Arrow Electronics 주가는 Simply Wall St에 따르면 분기 실적 급증 이후 주목을 받았다. https://slicast.com/article/qa2x4m Slicast en 2026-11-05T15:27:17.000Z Equinix shares track record bookings and a higher 2026 outlook, per ad-hoc-news.de. https://slicast.com/zh/article/qa2x4m Slicast zh-cn 2026-11-05T15:27:17.000Z 据ad-hoc-news.de报道，Equinix股价走势与创纪录的预订量及上调的2026年业绩展望同步。 https://slicast.com/ko/article/qa2x4m Slicast ko 2026-11-05T15:27:17.000Z Equinix 주가, 기록적 수주 및 상향된 2026년 전망에 상승세, ad-hoc-news.de 보도 https://slicast.com/article/eifpjx Slicast en 2026-11-05T15:20:36.000Z AI and chip stocks slid, with Qualcomm posting its worst day since 2020, per TradingView. https://slicast.com/zh/article/eifpjx Slicast zh-cn 2026-11-05T15:20:36.000Z 据TradingView报道，人工智能和芯片股走低，高通经历了2020年以来最糟糕的一天。 https://slicast.com/ko/article/eifpjx Slicast ko 2026-11-05T15:20:36.000Z AI 및 반도체 주가가 하락했으며, TradingView에 따르면 퀄컴은 2020년 이후 최악의 하루를 기록했다. https://slicast.com/article/1a44vxa Slicast en 2026-11-05T15:20:36.000Z AI and chip stocks plunged in a broad selloff on data center outlook, with SiTime (SITM:NASDAQ) cited, per Seeking Alpha. https://slicast.com/zh/article/1a44vxa Slicast zh-cn 2026-11-05T15:20:36.000Z Seeking Alpha报道，人工智能和芯片股因数据中心前景而出现广泛抛售，其中提及SiTime（SITM:NASDAQ）。 https://slicast.com/ko/article/1a44vxa Slicast ko 2026-11-05T15:20:36.000Z AI 및 반도체 주식이 데이터센터 전망 악화로 전반적인 매도세 속에 급락했으며, Seeking Alpha에 따르면 SiTime (SITM:NASDAQ)이 언급되었다. https://slicast.com/article/1jsm7c6 Slicast en 2026-11-05T15:19:05.000Z Dropbox has acquired Tigris Data for $350 million to bolster its AI infrastructure, per TechCrunch. https://slicast.com/zh/article/1jsm7c6 Slicast zh-cn 2026-11-05T15:19:05.000Z 据TechCrunch报道，Dropbox以3.5亿美元收购Tigris Data，以加强其人工智能基础设施。 https://slicast.com/ko/article/1jsm7c6 Slicast ko 2026-11-05T15:19:05.000Z Dropbox가 AI 인프라 강화를 위해 Tigris Data를 3억 5천만 달러에 인수했다고 TechCrunch가 보도했다. https://slicast.com/article/x8n753 Slicast en 2026-11-05T15:18:09.000Z A Yahoo Finance valuation piece suggests Core Scientific (CORZ) could be 59% below fair value following its CoreWeave deal. https://slicast.com/zh/article/x8n753 Slicast zh-cn 2026-11-05T15:18:09.000Z Yahoo Finance的一篇估值文章指出，Core Scientific（CORZ）在与CoreWeave达成交易后，股价可能比公允价值低59%。 https://slicast.com/ko/article/x8n753 Slicast ko 2026-11-05T15:18:09.000Z Yahoo Finance 기업가치 분석 기사는 Core Scientific(CORZ)이 CoreWeave와의 계약 이후 적정 가치 대비 59% 저평가되어 있을 수 있다고 보았다. https://slicast.com/article/pooqxb Slicast en 2026-11-05T15:16:09.000Z A fire at a Panasonic chip packaging facility in Taiwan killed two and injured five, breaking out at 2:00 am local time on November 4. https://slicast.com/zh/article/pooqxb Slicast zh-cn 2026-11-05T15:16:09.000Z 台湾松下芯片封装工厂于11月4日当地时间凌晨2点发生火灾，造成2人死亡、5人受伤。 https://slicast.com/ko/article/pooqxb Slicast ko 2026-11-05T15:16:09.000Z 대만 소재 파나소닉 칩 패키징 시설에서 발생한 화재로 2명이 사망하고 5명이 부상했다. 화재는 현지 시각 11월 4일 오전 2시에 시작됐다. https://slicast.com/article/10vmbaf Slicast en 2026-11-05T15:12:00.000Z Data Center Market to Reach USD 1,103.70 Billion by 2035 as https://slicast.com/zh/article/10vmbaf Slicast zh-cn 2026-11-05T15:12:00.000Z 数据中心市场将于 2035 年达到 1,103.70 亿美元…… https://slicast.com/ko/article/10vmbaf Slicast ko 2026-11-05T15:12:00.000Z 데이터 센터 시장, 2035년까지 1,103.70억 달러 도달 전망 https://slicast.com/article/uzl80g Slicast en 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure has completed a $521 million asset-backed financing for its Silicon Valley data center. https://slicast.com/zh/article/uzl80g Slicast zh-cn 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure已完成其硅谷数据中心5.21亿美元的资产支持融资。 https://slicast.com/ko/article/uzl80g Slicast ko 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure가 실리콘밸리 데이터센터에 대해 5억 2,100만 달러 규모의 자산담보부 금융 조달을 완료했다. https://slicast.com/article/1ie63r4 Slicast en 2026-11-05T15:07:34.000Z Memory makers' DRAM revenue jumped 369 percent as AI demand keeps supply tight and prices climbing, according to The Register. https://slicast.com/zh/article/1ie63r4 Slicast zh-cn 2026-11-05T15:07:34.000Z 据The Register报道，存储芯片厂商的DRAM收入大增369%，人工智能需求使供应持续紧张、价格持续上涨。 https://slicast.com/ko/article/1ie63r4 Slicast ko 2026-11-05T15:07:34.000Z 메모리 제조사들의 D램 매출이 AI 수요 지속으로 공급이 빠듯하고 가격이 오르면서 369% 급증했다고 The Register가 보도했다. https://slicast.com/article/51bsa4 Slicast en 2026-11-05T15:05:00.000Z Digital Realty has opened a new São Paulo lab where companies can test AI equipment before deployment. https://slicast.com/zh/article/51bsa4 Slicast zh-cn 2026-11-05T15:05:00.000Z Digital Realty在圣保罗新开设实验室，企业可在部署前测试人工智能设备。 https://slicast.com/ko/article/51bsa4 Slicast ko 2026-11-05T15:05:00.000Z Digital Realty가 São Paulo에 새로운 연구실을 열어, 기업들이 AI 장비를 실제 배포 전에 시험할 수 있도록 했습니다. https://slicast.com/article/1i7km4y Slicast en 2026-11-05T15:05:00.000Z Digital Realty Innovation Lab São Paulo Expands AI Infrastructure Testing in Latin America https://slicast.com/zh/article/1i7km4y Slicast zh-cn 2026-11-05T15:05:00.000Z Digital Realty 圣保罗创新实验室扩展拉丁美洲 AI 基础设施测试 https://slicast.com/ko/article/1i7km4y Slicast ko 2026-11-05T15:05:00.000Z Digital Realty Innovation Lab São Paulo, 라틴아메리카 AI 인프라 테스트 확대 https://slicast.com/article/4puv7y Slicast en 2026-11-05T15:01:33.000Z Fortinet and Equinix have expanded their partnership to secure distributed AI infrastructure. https://slicast.com/zh/article/4puv7y Slicast zh-cn 2026-11-05T15:01:33.000Z Fortinet与Equinix扩大合作，以保障分布式人工智能基础设施的安全。 https://slicast.com/ko/article/4puv7y Slicast ko 2026-11-05T15:01:33.000Z Fortinet과 Equinix가 분산형 AI 인프라 보안을 위해 파트너십을 확대했다. https://slicast.com/article/iy8qcs Slicast en 2026-11-05T15:00:10.000Z AI Infrastructure Arms Race Accelerates as Hyperscalers https://slicast.com/zh/article/iy8qcs Slicast zh-cn 2026-11-05T15:00:10.000Z 超大规模云厂商推动 AI 基础设施军备竞赛加速 https://slicast.com/ko/article/iy8qcs Slicast ko 2026-11-05T15:00:10.000Z AI 인프라 군비 경쟁, 하이퍼스케일러 중심으로 가속화 https://slicast.com/article/1gx61wg Slicast en 2026-11-05T14:56:01.000Z Core Scientific has billed CoreWeave for 485 of 590 MW, with $985 million in capex, per FourWeekMBA. https://slicast.com/zh/article/1gx61wg Slicast zh-cn 2026-11-05T14:56:01.000Z FourWeekMBA报道，Core Scientific已就CoreWeave的590兆瓦容量中的485兆瓦开具账单，资本开支为9.85亿美元。 https://slicast.com/ko/article/1gx61wg Slicast ko 2026-11-05T14:56:01.000Z Core Scientific는 FourWeekMBA에 따르면 590MW 중 485MW를 CoreWeave에 청구했으며, 자본적 지출은 9억 8,500만 달러입니다. https://slicast.com/article/1jy4ybl Slicast en 2026-11-05T14:52:27.000Z Core Scientific stock hit a 52-week low of $12.31, per Investing.com. https://slicast.com/zh/article/1jy4ybl Slicast zh-cn 2026-11-05T14:52:27.000Z 据Investing.com报道，Core Scientific股价触及52周低点12.31美元。 https://slicast.com/ko/article/1jy4ybl Slicast ko 2026-11-05T14:52:27.000Z Core Scientific 주가가 Investing.com에 따르면 52주 최저가인 $12.31을 기록했습니다. https://slicast.com/article/ouce5m Slicast en 2026-11-05T14:42:00.000Z Core Scientific says its AI business now accounts for 92% of total revenue, and its CEO says the first colocation deal is 'nearing full delivery'. https://slicast.com/zh/article/ouce5m Slicast zh-cn 2026-11-05T14:42:00.000Z Core Scientific表示，其人工智能业务目前占总营收的92%，公司CEO称首份机房托管合同'接近全面交付'。 https://slicast.com/ko/article/ouce5m Slicast ko 2026-11-05T14:42:00.000Z Core Scientific는 AI 사업이 전체 매출의 92%를 차지하고 있다고 밝혔으며, CEO는 첫 번째 코로케이션 계약이 '완전 인도를 눈앞에 두고 있다'고 말했습니다. https://slicast.com/article/1x0a5b9 Slicast en 2026-11-05T14:28:30.000Z Construction of Micron's $4.5 billion Taoyuan plant has been halted amid a labor dispute over profit-sharing, and Micron and the Taoyuan labor union are set to meet again on November 6. https://slicast.com/zh/article/1x0a5b9 Slicast zh-cn 2026-11-05T14:28:30.000Z 美光科技价值45亿美元的桃园工厂建设因利润分享劳资纠纷而暂停，美光科技与桃园工会定于11月6日再次会谈。 https://slicast.com/ko/article/1x0a5b9 Slicast ko 2026-11-05T14:28:30.000Z 마이크론의 45억 달러 규모 타오위안 공장 건설이 이익 배분을 둘러싼 노사 분쟁으로 중단된 가운데, 마이크론과 타오위안 노조는 11월 6일 다시 회동할 예정이다. https://slicast.com/article/bwuh62 Slicast en 2026-11-05T14:27:13.000Z Exelon has asked the Federal Energy Regulatory Commission to order PJM to adopt a 'prompt' capacity auction, while Invenergy has filed a complaint concerning the Midcontinent grid. https://slicast.com/zh/article/bwuh62 Slicast zh-cn 2026-11-05T14:27:13.000Z Exelon已请求美国联邦能源监管委员会（FERC）责令PJM采用'迅速'的容量拍卖机制，Invenergy也就中部内陆地区电网提起投诉。 https://slicast.com/ko/article/bwuh62 Slicast ko 2026-11-05T14:27:13.000Z Exelon은 연방에너지규제위원회(FERC)에 PJM이 '신속' 용량 경매를 도입하도록 명령해 줄 것을 요청했으며, Invenergy는 Midcontinent 전력망과 관련한 민원을 제기했습니다. https://slicast.com/article/1yuqal5 Slicast en 2026-11-05T14:26:00.000Z Moonshot AI reportedly seeks to rent more than 8,000 Nvidia Blackwell chips in Europe, a route that could bypass U.S. chip curbs on China. https://slicast.com/zh/article/1yuqal5 Slicast zh-cn 2026-11-05T14:26:00.000Z 据报道，Moonshot AI正寻求在欧洲租用超过8000颗英伟达Blackwell芯片，此举或将绕开美国对中国的芯片管制。 https://slicast.com/ko/article/1yuqal5 Slicast ko 2026-11-05T14:26:00.000Z Moonshot AI가 미국의 대중국 반도체 규제를 우회할 수 있는 방식으로, 유럽에서 엔비디아 블랙웰 칩 8,000개 이상을 임차하려는 것으로 전해졌다. https://slicast.com/article/1t484kz Slicast en 2026-11-05T14:07:20.000Z About 600,000 Nvidia H200 chips reportedly await approval in Hong Kong, as China's H200 bottleneck deepens. https://slicast.com/zh/article/1t484kz Slicast zh-cn 2026-11-05T14:07:20.000Z 据报道，约60万颗英伟达H200芯片正等待香港方面审批，中国的H200供应瓶颈持续加深。 https://slicast.com/ko/article/1t484kz Slicast ko 2026-11-05T14:07:20.000Z 600,000개의 Nvidia H200 칩이 홍콩에서 승인을 기다리고 있는 것으로 전해졌다. 중국의 H200 병목 현상이 심화되고 있다. https://slicast.com/article/lbhj0s Slicast en 2026-11-05T14:07:20.000Z Core Scientific flags moratoriums as a risk, and CoreWeave accounts for 84% of its sales. https://slicast.com/zh/article/lbhj0s Slicast zh-cn 2026-11-05T14:07:20.000Z Core Scientific提示暂停禁令相关风险，其销售额的84%来自CoreWeave。 https://slicast.com/ko/article/lbhj0s Slicast ko 2026-11-05T14:07:20.000Z Core Scientific는 모라토리엄을 위험 요인으로 지적했으며, CoreWeave가 매출의 84%를 차지하고 있습니다. https://slicast.com/article/lkyzm8 Slicast en 2026-11-05T14:05:17.000Z Kanghui Shares (康惠股份) sold idle assets for 100 million yuan and forecast a 55 million yuan profit increase, while its computing-power business moves from signed contracts into operations. https://slicast.com/zh/article/lkyzm8 Slicast zh-cn 2026-11-05T14:05:17.000Z 康惠股份出售闲置资产获得1亿元，并预计业绩增加5500万元，同时其算力业务正从签约阶段进入运营兑现期。 https://slicast.com/article/8b90fs Slicast en 2026-11-05T14:00:44.000Z PNNL has received two Genesis awards to fund projects that use artificial intelligence to simplify and speed up complex grid modeling. https://slicast.com/zh/article/8b90fs Slicast zh-cn 2026-11-05T14:00:44.000Z 太平洋西北国家实验室（PNNL）获得两项Genesis奖项，资助利用人工智能简化并加速复杂电网建模的项目。 https://slicast.com/ko/article/8b90fs Slicast ko 2026-11-05T14:00:44.000Z PNNL은 복잡한 전력망 모델링을 단순화하고 가속하기 위해 인공지능을 활용하는 프로젝트에 대해 Genesis 상을 두 건 받았습니다. https://slicast.com/article/4bg1wu Slicast en 2026-11-05T14:00:34.000Z ‘Hogwarts Legacy’ Gets a Magical NVIDIA DLSS 5 Upgrade on GeForce NOW https://slicast.com/zh/article/4bg1wu Slicast zh-cn 2026-11-05T14:00:34.000Z 《霍格沃茨之遗》获得神奇的 NVIDIA DLSS 5 升级,登陆 GeForce NOW https://slicast.com/ko/article/4bg1wu Slicast ko 2026-11-05T14:00:34.000Z 'Hogwarts Legacy'에 GeForce NOW의 마법 같은 NVIDIA DLSS 5 업그레이드 적용 https://slicast.com/article/184ghb3 Slicast en 2026-11-05T14:00:00.000Z NTT DATA has signed an agreement with Bloom Energy for 900 MW of onsite power generation across multiple NTT DATA data center projects. https://slicast.com/zh/article/184ghb3 Slicast zh-cn 2026-11-05T14:00:00.000Z NTT DATA与Bloom Energy签署协议，将为其多个数据中心项目提供900兆瓦的现场发电。 https://slicast.com/ko/article/184ghb3 Slicast ko 2026-11-05T14:00:00.000Z NTT DATA는 Bloom Energy와 여러 NTT DATA 데이터센터 프로젝트에 걸쳐 900MW 규모의 현장 발전(onsite power generation) 공급을 위한 계약을 체결했습니다. https://slicast.com/article/bhvdp0 Slicast en 2026-11-05T14:00:00.000Z Riot Platforms' third-quarter earnings call highlighted $38 billion in AI data-center leases. https://slicast.com/zh/article/bhvdp0 Slicast zh-cn 2026-11-05T14:00:00.000Z Riot Platforms第三季度财报电话会议披露了380亿美元的人工智能数据中心租约。 https://slicast.com/ko/article/bhvdp0 Slicast ko 2026-11-05T14:00:00.000Z Riot Platforms의 3분기 실적 발표 콘퍼런스 콜에서 380억 달러 규모의 AI 데이터센터 임대 계약이 주요 내용으로 다뤄졌다. https://slicast.com/article/kfrh2 Slicast en 2026-11-05T14:00:00.000Z VAST Data reports a sharp rise in orders for its all-flash storage systems. https://slicast.com/zh/article/kfrh2 Slicast zh-cn 2026-11-05T14:00:00.000Z VAST Data称其全闪存存储系统订单大幅增长。 https://slicast.com/ko/article/kfrh2 Slicast ko 2026-11-05T14:00:00.000Z VAST Data, 올-플래시 스토리지 시스템 주문이 급증했다고 발표했다. https://slicast.com/article/1iimk7o Slicast en 2026-11-05T14:00:00.000Z NTT DATA Announces Agreement with Bloom Energy for 900 MW of Onsite Power Generation Across Multiple Data Center Projects https://slicast.com/zh/article/1iimk7o Slicast zh-cn 2026-11-05T14:00:00.000Z NTT DATA 与 Bloom Energy 达成协议,为多个数据中心项目提供 900 MW 现场发电 https://slicast.com/ko/article/1iimk7o Slicast ko 2026-11-05T14:00:00.000Z NTT DATA, Bloom Energy와 다수 데이터센터 프로젝트에 걸친 900MW 규모 온사이트 발전 계약 체결 발표 https://slicast.com/article/1rz7fwh Slicast en 2026-11-05T14:00:00.000Z Panduit to Showcase Integrated AI and Data Center Infrastructure Solutions at SC26 https://slicast.com/zh/article/1rz7fwh Slicast zh-cn 2026-11-05T14:00:00.000Z Panduit 将在 SC26 展示集成式 AI 与数据中心基础设施解决方案 https://slicast.com/ko/article/1rz7fwh Slicast ko 2026-11-05T14:00:00.000Z Panduit, SC26에서 통합 AI 및 데이터센터 인프라 솔루션 선보인다 https://slicast.com/article/9asdq6 Slicast en 2026-11-05T14:00:00.000Z Ciena, Nokia, and Cisco Named Leaders in ABI Research’s https://slicast.com/zh/article/9asdq6 Slicast zh-cn 2026-11-05T14:00:00.000Z Ciena、Nokia 和 Cisco 被评为 ABI Research 的领导者 https://slicast.com/ko/article/9asdq6 Slicast ko 2026-11-05T14:00:00.000Z Ciena, Nokia, 그리고 Cisco, ABI Research의 https://slicast.com/article/1ne0zsc Slicast en 2026-11-05T13:56:37.000Z Australian authorities are tightening restrictions on data centres amid the AI boom. https://slicast.com/zh/article/1ne0zsc Slicast zh-cn 2026-11-05T13:56:37.000Z 澳大利亚有关部门正在收紧对数据中心的限制，以应对人工智能热潮。 https://slicast.com/ko/article/1ne0zsc Slicast ko 2026-11-05T13:56:37.000Z 호주 당국이 AI 붐에 대응해 데이터센터에 대한 규제를 강화하고 있다. https://slicast.com/article/16iamec Slicast en 2026-11-05T13:52:53.000Z Riot Platforms (RIOT) has named Anthropic as tenant of a $28 billion Texas lease, and Bitcoin Magazine reports a possible 12% interest exposure tied to the deal. https://slicast.com/zh/article/16iamec Slicast zh-cn 2026-11-05T13:52:53.000Z Riot Platforms（RIOT）已将Anthropic列为其价值280亿美元的得克萨斯州租约的租户，Bitcoin Magazine报道称该交易可能涉及12%的利息敞口。 https://slicast.com/ko/article/16iamec Slicast ko 2026-11-05T13:52:53.000Z Riot Platforms(RIOT)는 텍사스 임대 계약(총 280억 달러 규모)의 임차인으로 Anthropic을 지정했다고 발표했으며, Bitcoin Magazine은 이번 거래와 관련해 12%의 금리 노출 가능성이 있다고 보도했다. https://slicast.com/article/n6jyac Slicast en 2026-11-05T13:51:27.000Z FERC has approved MARA's acquisition of Long Ridge Energy, advancing the company's AI infrastructure expansion. https://slicast.com/zh/article/n6jyac Slicast zh-cn 2026-11-05T13:51:27.000Z 美国联邦能源监管委员会（FERC）已批准MARA收购Long Ridge Energy，推动其人工智能基础设施扩张。 https://slicast.com/ko/article/n6jyac Slicast ko 2026-11-05T13:51:27.000Z FERC가 MARA의 Long Ridge Energy 인수를 승인하며, 회사의 AI 인프라 확장이 한층 탄력을 받게 되었다. https://slicast.com/article/gud2su Slicast en 2026-11-05T13:45:00.000Z NextNRG Executes Term Sheet to Acquire 33-Acre Indiana Site https://slicast.com/zh/article/gud2su Slicast zh-cn 2026-11-05T13:45:00.000Z NextNRG 签署条款清单,收购印第安纳州 33 英亩场地 https://slicast.com/ko/article/gud2su Slicast ko 2026-11-05T13:45:00.000Z NextNRG, 33에이커 인디애나 부지 인수를 위한 텀시트 체결 https://slicast.com/article/14bwrdh Slicast en 2026-11-05T13:30:00.000Z SEALSQ, WISeQey, SEALCOIN and Eco Wave Power Sign https://slicast.com/zh/article/14bwrdh Slicast zh-cn 2026-11-05T13:30:00.000Z SEALSQ、WISeQey、SEALCOIN 与 Eco Wave Power 签署…… https://slicast.com/ko/article/14bwrdh Slicast ko 2026-11-05T13:30:00.000Z SEALSQ, WISeQey, SEALCOIN 및 Eco Wave Power 계약 체결 https://slicast.com/article/1lawrw Slicast en 2026-11-05T13:29:40.000Z Google could take an equity stake in bitcoin miner TeraWulf's roughly $19 billion AI project if Anthropic defaults, after already providing credit support for TeraWulf's anticipated borrowing tied to https://slicast.com/zh/article/1lawrw Slicast zh-cn 2026-11-05T13:29:40.000Z 如果Anthropic违约，谷歌可能获得比特币矿企TeraWulf约190亿美元AI项目的股权。此前谷歌已为TeraWulf预期借款提供信用支持，该借款与Anthropic约190亿美元的租赁承诺相关。 https://slicast.com/ko/article/1lawrw Slicast ko 2026-11-05T13:29:40.000Z 구글은 앤트로픽이 债务 불이행(디폴트)할 경우 비트코인 채굴 기업 TeraWulf의 약 190억 달러 규모 AI 프로젝트에 지분을 취득할 수 있다. 구글은 이미 앤트로픽의 약 190억 달러 규모 임대 계약 약정과 연계된 TeraWulf의 예상 차입에 대해 신용 보강을 제공한 바 있다. Wait, I must correct my output: it cont https://slicast.com/article/6kzvb1 Slicast en 2026-11-05T13:29:23.000Z Chemours launched its Faizeon portfolio of two-phase liquid cooling solutions, including direct-to-chip and immersion cooling fluids, aimed at heat loads from AI data centers. https://slicast.com/zh/article/6kzvb1 Slicast zh-cn 2026-11-05T13:29:23.000Z Chemours推出Faizeon两相液冷解决方案系列，包括直接芯片冷却和浸没式冷却流体，旨在应对人工智能数据中心不断攀升的散热负荷。 https://slicast.com/ko/article/6kzvb1 Slicast ko 2026-11-05T13:29:23.000Z Chemours는 AI 데이터센터의 열 부하를 겨냥한 2상 액체 냉각 솔루션 포트폴리오 Faizeon을 출시했으며, 여기에는 다이렉트투칩(direct-to-chip) 및 침수 냉각(immersion cooling) 유체가 포함된다. https://slicast.com/article/1i1s5og Slicast en 2026-11-05T13:29:00.000Z Europe-wide protests are planned to demand a building moratorium on data centers, following the role that curbs on compute farms played in recent US elections. https://slicast.com/zh/article/1i1s5og Slicast zh-cn 2026-11-05T13:29:00.000Z 欧洲多地计划举行抗议活动，要求暂停新建数据中心，此前对算力农场的限制在近期美国选举中发挥了重要作用。 https://slicast.com/ko/article/1i1s5og Slicast ko 2026-11-05T13:29:00.000Z 유럽 전역에서 데이터센터 건설 모라토리엄을 요구하는 시위가 계획되어 있으며, 이는 최근 미국 선거에서 컴퓨팅 팜 규제가 했던 역할에 따른 것이다. https://slicast.com/article/160cee8 Slicast en 2026-11-05T13:19:24.000Z Infineon and SoluM will develop HVDC power solutions for AI data centers. https://slicast.com/zh/article/160cee8 Slicast zh-cn 2026-11-05T13:19:24.000Z 英飞凌与SoluM将共同开发面向人工智能数据中心的高压直流供电解决方案。 https://slicast.com/ko/article/160cee8 Slicast ko 2026-11-05T13:19:24.000Z Infineon과 SoluM은 AI 데이터센터용 HVDC 전력 솔루션을 공동 개발할 예정이다. https://slicast.com/article/1o876vg Slicast en 2026-11-05T13:19:00.000Z Technology Org reports that compute costs are squeezing personal AI agents as Musk and OpenAI cut back. https://slicast.com/zh/article/1o876vg Slicast zh-cn 2026-11-05T13:19:00.000Z Technology Org报道，随着Musk与OpenAI削减算力使用，算力成本正在挤压个人人工智能智能体的发展空间。 https://slicast.com/ko/article/1o876vg Slicast ko 2026-11-05T13:19:00.000Z Technology Org는 Musk와 OpenAI가 지출을 줄이면서 컴퓨팅 비용이 개인용 AI 에이전트를 압박하고 있다고 보도했다. https://slicast.com/article/ov7z31 Slicast en 2026-11-05T13:11:22.000Z Core Scientific (CORZ) reported third-quarter 2026 revenue of $232.87 million and EPS of $0.47 in its 10-Q summary. https://slicast.com/zh/article/ov7z31 Slicast zh-cn 2026-11-05T13:11:22.000Z Core Scientific（CORZ）的2026年第三季度营收为2.3287亿美元，每股收益为0.47美元（依据10-Q季度报告摘要）。 https://slicast.com/ko/article/ov7z31 Slicast ko 2026-11-05T13:11:22.000Z Core Scientific (CORZ)는 2026년 3분기 매출 2억 3,287만 달러와 주당순이익(EPS) 0.47달러를 10-Q 요약 보고서에서 발표했다. https://slicast.com/article/1gd7qg2 Slicast en 2026-11-05T13:10:26.000Z Yahoo Finance UK reports Core Scientific's stock moving after a capacity deal and a data center buyout. https://slicast.com/zh/article/1gd7qg2 Slicast zh-cn 2026-11-05T13:10:26.000Z Yahoo Finance UK报道，Core Scientific股价因一项容量交易和一宗数据中心收购案而波动。 https://slicast.com/ko/article/1gd7qg2 Slicast ko 2026-11-05T13:10:26.000Z Yahoo Finance UK는 Core Scientific의 주가가 용량 계약과 데이터센터 인수 소식 이후 움직였다고 보도했다. https://slicast.com/article/j5ubzf Slicast en 2026-11-05T13:03:45.000Z OpenAI promised to drop NDAs and increase community transparency after the anti-data-center backlash, publishing a Compute Campus Policy and a National Community Compact. https://slicast.com/zh/article/j5ubzf Slicast zh-cn 2026-11-05T13:03:45.000Z OpenAI承诺取消保密协议并提高社区透明度，以回应反数据中心的社会浪潮，并发布了《Compute Campus Policy》与《National Community Compact》。 https://slicast.com/ko/article/j5ubzf Slicast ko 2026-11-05T13:03:45.000Z OpenAI는 반(反)데이터센터 여론이 거세지자 NDA(비밀유지계약)를 폐지하고 지역사회 투명성을 높이겠다고 약속했으며, 이에 따라 Compute Campus Policy와 National Community Compact를 공개했다. https://slicast.com/article/1t208nj Slicast en 2026-11-05T13:00:43.000Z Caterpillar plans to expand production of large reciprocating engines and turbines to meet huge data center demand, after reporting a sharp increase in sales at its power and energy division. https://slicast.com/zh/article/1t208nj Slicast zh-cn 2026-11-05T13:00:43.000Z 卡特彼勒计划扩大大型往复式发动机和燃气轮机的产能，以满足数据中心的巨大需求，此前其电力与能源业务销售额大幅增长。 https://slicast.com/ko/article/1t208nj Slicast ko 2026-11-05T13:00:43.000Z Caterpillar는 전력 및 에너지 부문의 매출이 급증했다고 발표한 데 이어, 대형 왕복 엔진과 터빈의 생산을 확대해 데이터센터의 막대한 수요에 대응할 계획이다. https://slicast.com/article/1thpl3o Slicast en 2026-11-05T13:00:00.000Z Smartbird Expands Enterprise AI Infrastructure Partner Network with Supermicro https://slicast.com/zh/article/1thpl3o Slicast zh-cn 2026-11-05T13:00:00.000Z Smartbird 扩展企业 AI 基础设施合作伙伴网络,携手 Supermicro https://slicast.com/ko/article/1thpl3o Slicast ko 2026-11-05T13:00:00.000Z Smartbird, Supermicro와 함께 엔터프라이즈 AI 인프라 파트너 네트워크 확장 https://slicast.com/article/bjm0j9 Slicast en 2026-11-05T12:47:05.000Z A report says more than half of US hyperscale data center projects face 'regulatory friction' after the 2026 midterm elections, while a national moratorium remains a low-probability scenario. https://slicast.com/zh/article/bjm0j9 Slicast zh-cn 2026-11-05T12:47:05.000Z 一份报告称，2026年中期选举后，美国一半以上的超大规模数据中心项目面临「监管摩擦」，而全国性暂停建设仍属低概率情景。 https://slicast.com/ko/article/bjm0j9 Slicast ko 2026-11-05T12:47:05.000Z 보고서에 따르면 2026년 중간선거 이후 미국 하이퍼스케일 데이터센터 프로젝트의 절반 이상이 '규제 마찰'에 직면할 것으로 나타났으며, 전국적 모라토리엄은 발생 가능성이 낮은 시나리오로 남아 있다. https://slicast.com/article/pqx0sz Slicast en 2026-11-05T12:46:33.000Z Lambda plans to develop a four-building data center campus in Lowndes County, Alabama, with the company saying it will invest $33.1 billion in the state. https://slicast.com/zh/article/pqx0sz Slicast zh-cn 2026-11-05T12:46:33.000Z Lambda计划在阿拉巴马州Lowndes县开发一个包含四栋建筑的数据中心园区,公司表示将在该州投资331亿美元。 https://slicast.com/ko/article/pqx0sz Slicast ko 2026-11-05T12:46:33.000Z Lambda은 앨라배마주 라운즈 카운티에 건물 4개로 구성된 데이터센터 캠퍼스를 개발할 계획이며, 앨라배마주에 331억 달러를 투자할 것이라고 밝혔다. https://slicast.com/article/ooxzdl Slicast en 2026-11-05T12:34:49.000Z HBM prices are seen rising 121% as SK Hynix buyers shift to 8-Hi stacks. https://slicast.com/zh/article/ooxzdl Slicast zh-cn 2026-11-05T12:34:49.000Z 据报道，随着SK海力士的客户转向8-Hi（8层堆叠）产品，高带宽存储器价格预计将上涨121%。 https://slicast.com/ko/article/ooxzdl Slicast ko 2026-11-05T12:34:49.000Z HBM 가격이 121% 상승할 것으로 전망되는 가운데, SK Hynix 고객사들이 8-Hi 스택으로 전환하고 있다. https://slicast.com/article/73zrc5 Slicast en 2026-11-05T12:33:46.000Z OpenAI pledged to shield American households from AI data center power costs, in a statement headlined 'We'll Pay the Full Cost of' the power its facilities draw. https://slicast.com/zh/article/73zrc5 Slicast zh-cn 2026-11-05T12:33:46.000Z OpenAI承诺保护美国家庭免受人工智能数据中心电力成本影响，并以「We'll Pay the Full Cost of」为标题发布声明。 https://slicast.com/ko/article/73zrc5 Slicast ko 2026-11-05T12:33:46.000Z OpenAI는 미국 가정을 AI 데이터센터의 전력 비용으로부터 보호하겠다고 약속했으며, 해당 성명의 제목은 "We'll Pay the Full Cost of"(시설이 사용하는 전력의 전체 비용을 부담하겠다)였다. https://slicast.com/article/x9w431 Slicast en 2026-11-05T12:32:43.000Z AMD is acquiring Taalas in a US$2.9B deal, reported as the 'Toronto Deal'. https://slicast.com/zh/article/x9w431 Slicast zh-cn 2026-11-05T12:32:43.000Z AMD正以29亿美元收购Taalas，该交易被称为「多伦多交易」。 https://slicast.com/ko/article/x9w431 Slicast ko 2026-11-05T12:32:43.000Z AMD, 'Toronto Deal'로 보도된 29억 달러 규모의 Taalas 인수를 추진 중이다. https://slicast.com/article/xk5tzm Slicast en 2026-11-05T12:31:04.000Z Core Scientific's colocation revenue jumped 58% as AI capacity expanded, with colocation taking a larger share of the business. https://slicast.com/zh/article/xk5tzm Slicast zh-cn 2026-11-05T12:31:04.000Z Core Scientific的托管服务收入增长58%，人工智能算力扩张推动托管业务在其业务结构中占比提升。 https://slicast.com/ko/article/xk5tzm Slicast ko 2026-11-05T12:31:04.000Z Core Scientific의 colocation 매출은 AI 용량 확대에 힘입어 58% 급증했으며, 사업에서 colocation이 차지하는 비중도 커졌다. https://slicast.com/article/1polcbb Slicast en 2026-11-05T12:15:47.000Z AI data centers are driving a nuclear energy revival, with about $50 billion of investment expected by 2029, according to ET Datacenters. https://slicast.com/zh/article/1polcbb Slicast zh-cn 2026-11-05T12:15:47.000Z 据ET Datacenters报道，人工智能数据中心正推动核能复兴，预计到2029年将有约500亿美元投资。 https://slicast.com/ko/article/1polcbb Slicast ko 2026-11-05T12:15:47.000Z AI 데이터센터가 원자력 에너지의 부흥을 이끌고 있으며, ET Datacenters에 따르면 2029년까지 약 500억 달러의 투자가 예상된다. https://slicast.com/article/1rqh58w Slicast en 2026-11-05T12:14:41.000Z Renewable Innovations joined a US DOE lab project on fuel cell power for AI data centers, which will include a field demonstration at the Sky Data Centers site in Santa Rosa, California. https://slicast.com/zh/article/1rqh58w Slicast zh-cn 2026-11-05T12:14:41.000Z Renewable Innovations加入美国能源部实验室项目，研究面向人工智能数据中心的燃料电池供电，并将在加利福尼亚州圣罗莎的Sky Data Centers站点开展现场示范。 https://slicast.com/ko/article/1rqh58w Slicast ko 2026-11-05T12:14:41.000Z Renewable Innovations는 AI 데이터센터용 연료전지 전력 공급을 주제로 한 미국 에너지부(DOE) 산하 연구소의 프로젝트에 참여했으며, 이 프로젝트에는 캘리포니아주 산타로사에 있는 Sky Data Centers 부지에서의 현장 시연이 포함될 예정이다. https://slicast.com/article/t8rixf Slicast en 2026-11-05T12:06:11.000Z Nvidia chips are stockpiling in Hong Kong while awaiting China import approval, according to a report. https://slicast.com/zh/article/t8rixf Slicast zh-cn 2026-11-05T12:06:11.000Z 据报道，英伟达芯片正在香港大量积压，等待中国进口审批。 https://slicast.com/ko/article/t8rixf Slicast ko 2026-11-05T12:06:11.000Z Nvidia 칩이 중국 수입 승인을 기다리며 홍콩에 쌓이고 있는 것으로 보도됐다. https://slicast.com/article/1mmw2z Slicast en 2026-11-05T12:02:09.000Z ABB and Korean shipbuilder Hanwha signed a non-binding MoU to collaborate on power and control systems for offshore data centers. https://slicast.com/zh/article/1mmw2z Slicast zh-cn 2026-11-05T12:02:09.000Z ABB与韩国造船企业韩华签署了不具约束力的谅解备忘录，合作开发海上数据中心的电力与控制系统。 https://slicast.com/ko/article/1mmw2z Slicast ko 2026-11-05T12:02:09.000Z ABB와 한국 조선사 한화는 해상 데이터센터용 전력 및 제어 시스템 협력을 위한 구속력 없는 양해각서(MoU)를 체결했다. https://slicast.com/article/11pwr4o Slicast en 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/11pwr4o Slicast zh-cn 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/11pwr4o Slicast ko 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC, 분기보고서(10-Q) 제출 https://slicast.com/article/11rdxmw Slicast en 2026-11-05T12:00:00.000Z IREN Ltd files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/11rdxmw Slicast zh-cn 2026-11-05T12:00:00.000Z IREN Ltd 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/11rdxmw Slicast ko 2026-11-05T12:00:00.000Z IREN Ltd, 10-Q 분기 보고서 제출 https://slicast.com/article/14bbf3z Slicast en 2026-11-05T12:00:00.000Z MICROSOFT CORP files 8-K: director / officer changes https://slicast.com/zh/article/14bbf3z Slicast zh-cn 2026-11-05T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/14bbf3z Slicast ko 2026-11-05T12:00:00.000Z MICROSOFT CORP, 8-K 제출: 이사 및 임원 변동 https://slicast.com/article/16x9esu Slicast en 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC files 8-K: director / officer changes https://slicast.com/zh/article/16x9esu Slicast zh-cn 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC 提交 8-K：重大事件 https://slicast.com/ko/article/16x9esu Slicast ko 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC, 8-K 제출: 이사 / 임원 변동 https://slicast.com/article/1g73tru Slicast en 2026-11-05T12:00:00.000Z Vistra files 8-K: completion of an acquisition or disposition, creation of a material debt / off-balance-sheet obligation, unregistered sale of equity https://slicast.com/zh/article/1g73tru Slicast zh-cn 2026-11-05T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/ko/article/1g73tru Slicast ko 2026-11-05T12:00:00.000Z Vistra, 8-K 제출: 자산 인수 또는 처분 완료, 중요한 부채 또는 대차대조표 외 채무 발생, 미등록 지분 매각 https://slicast.com/article/1haglel Slicast en 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1haglel Slicast zh-cn 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1haglel Slicast ko 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1p3j489 Slicast en 2026-11-05T12:00:00.000Z Marvell has agreed to acquire Lumentum in an all-stock deal valued at $115 billion, combining Marvell's optical DSPs, SerDes, silicon photonics, and networking silicon with Lumentum's lasers, transcei https://slicast.com/zh/article/1p3j489 Slicast zh-cn 2026-11-05T12:00:00.000Z Marvell 同意以全股票方式收购 Lumentum,交易价值 1150 亿美元。此次合并将整合 Marvell 的光学 DSP、SerDes、硅光子及网络芯片业务,与 Lumentum 的激光器、光收发模块、光交换机及磷化铟制造能力。 https://slicast.com/ko/article/1p3j489 Slicast ko 2026-11-05T12:00:00.000Z Marvell는 1,150억 달러 규모의 전량 주식 교환 방식으로 Lumentum을 인수하는 데 합의했다. 이번 거래로 Marvell의 광 DSP, SerDes, 실리콘 포토닉스, 네트워킹 실리콘 기술과 Lumentum의 레이저, 트랜시버, 광 스위치, 인듐 인(InP) 제조 역량이 결합된다. https://slicast.com/article/3vabmk Slicast en 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/3vabmk Slicast zh-cn 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/3vabmk Slicast ko 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/8r8rvo Slicast en 2026-11-05T12:00:00.000Z LAM RESEARCH CORP files 8-K: shareholder vote results, other material event https://slicast.com/zh/article/8r8rvo Slicast zh-cn 2026-11-05T12:00:00.000Z LAM RESEARCH CORP 提交 8-K：重大事件 https://slicast.com/ko/article/8r8rvo Slicast ko 2026-11-05T12:00:00.000Z LAM RESEARCH CORP, 8-K 제출: 주주 투표 결과 및 기타 중요 사건 https://slicast.com/article/c3fu52 Slicast en 2026-11-05T12:00:00.000Z Meta Platforms files 8-K: other material event https://slicast.com/zh/article/c3fu52 Slicast zh-cn 2026-11-05T12:00:00.000Z Meta Platforms 提交 8-K：重大事件 https://slicast.com/ko/article/c3fu52 Slicast ko 2026-11-05T12:00:00.000Z Meta Platforms, 8-K 제출: 기타 중요 사건 https://slicast.com/article/chpehd Slicast en 2026-11-05T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/chpehd Slicast zh-cn 2026-11-05T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/chpehd Slicast ko 2026-11-05T12:00:00.000Z CAMECO CORP 6-K 제출: 외국 발행자 보고서(6-K) https://slicast.com/article/eimjvv Slicast en 2026-11-05T12:00:00.000Z Keel Infrastructure Reports Third Quarter 2026 Results https://slicast.com/zh/article/eimjvv Slicast zh-cn 2026-11-05T12:00:00.000Z Keel Infrastructure 发布 2026 年第三季度财报 https://slicast.com/ko/article/eimjvv Slicast ko 2026-11-05T12:00:00.000Z Keel Infrastructure, 2026년 3분기 실적 발표 https://slicast.com/article/gi3sz4 Slicast en 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC files 8-K: results of operations https://slicast.com/zh/article/gi3sz4 Slicast zh-cn 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 提交 8-K：重大事件 https://slicast.com/ko/article/gi3sz4 Slicast ko 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 8-K 제출: 영업 실적 https://slicast.com/article/jjao3i Slicast en 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/jjao3i Slicast zh-cn 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 提交 8-K：重大事件 https://slicast.com/ko/article/jjao3i Slicast ko 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx, 8-K 제출: 영업 실적, Regulation FD 공시 https://slicast.com/article/nlcx4y Slicast en 2026-11-05T12:00:00.000Z IREN Ltd files 8-K: results of operations https://slicast.com/zh/article/nlcx4y Slicast zh-cn 2026-11-05T12:00:00.000Z IREN Ltd 提交 8-K：重大事件 https://slicast.com/ko/article/nlcx4y Slicast ko 2026-11-05T12:00:00.000Z IREN Ltd, 8-K 제출: 영업 실적 https://slicast.com/article/o8yxud Slicast en 2026-11-05T12:00:00.000Z CAMECO CORP files F-10: foreign IPO registration (F-1) https://slicast.com/zh/article/o8yxud Slicast zh-cn 2026-11-05T12:00:00.000Z CAMECO CORP 提交 F-10：外国公司 IPO 注册(F-1) https://slicast.com/ko/article/o8yxud Slicast ko 2026-11-05T12:00:00.000Z CAMECO CORP, 외국 기업 IPO 등록(F-1) 서류 F-10 제출 https://slicast.com/article/on1a1t Slicast en 2026-11-05T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/on1a1t Slicast zh-cn 2026-11-05T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/on1a1t Slicast ko 2026-11-05T12:00:00.000Z Meta Platforms, 424B5 목록 등록서(424B) 제출 https://slicast.com/article/rd20ys Slicast en 2026-11-05T12:00:00.000Z Alphabet files 8-K: other material event https://slicast.com/zh/article/rd20ys Slicast zh-cn 2026-11-05T12:00:00.000Z Alphabet 提交 8-K：重大事件 https://slicast.com/ko/article/rd20ys Slicast ko 2026-11-05T12:00:00.000Z Alphabet, 8-K 제출: 기타 중요 사건 https://slicast.com/article/xsuae0 Slicast en 2026-11-05T12:00:00.000Z NUSCALE POWER files 8-K: results of operations https://slicast.com/zh/article/xsuae0 Slicast zh-cn 2026-11-05T12:00:00.000Z NUSCALE POWER 提交 8-K：重大事件 https://slicast.com/ko/article/xsuae0 Slicast ko 2026-11-05T12:00:00.000Z NUSCALE POWER 8-K 제출: 영업 실적 https://slicast.com/article/wywqfh Slicast en 2026-11-05T11:55:00.000Z DTE Energy announces strategic sale of its non-utility DTE Vantage business; reports third quarter accomplishments including advancing data center growth that delivers unprecedented customer affordabi https://slicast.com/zh/article/wywqfh Slicast zh-cn 2026-11-05T11:55:00.000Z DTE Energy 宣布战略性出售非公用事业业务 DTE Vantage;公布第三季度进展,包括推进数据中心增长以带来前所未有的客户可负担性收益,并提交长期发电计划 https://slicast.com/ko/article/wywqfh Slicast ko 2026-11-05T11:55:00.000Z DTE Energy, 비유틸리티 사업부인 DTE Vantage 매각 전략적 결정 발표; 데이터센터 성장 추진을 포함한 3분기 성과 보고, 고객 부담 완화에 대한 전례 없는 효과 제시 및 장기 발전 계획 제출 https://slicast.com/article/1xbvwvm Slicast en 2026-11-05T11:54:32.000Z Reuters reports Nvidia chips are piling up in Hong Kong while China withholds import approval. https://slicast.com/zh/article/1xbvwvm Slicast zh-cn 2026-11-05T11:54:32.000Z 路透社报道，中国暂不批准进口，英伟达芯片在香港大量积压。 https://slicast.com/ko/article/1xbvwvm Slicast ko 2026-11-05T11:54:32.000Z Reuters에 따르면 중국이 수입 승인을 보류하는 가운데 엔비디아 칩이 홍콩에 쌓이고 있다. https://slicast.com/article/1ey5m9s Slicast en 2026-11-05T11:30:00.000Z NOVOSENSE to Showcase Automotive and AI Data Center Power IC Advances at electronica 2026 https://slicast.com/zh/article/1ey5m9s Slicast zh-cn 2026-11-05T11:30:00.000Z NOVOSENSE 将在 electronica 2026 展示汽车与 AI 数据中心电源 IC 的最新进展 https://slicast.com/ko/article/1ey5m9s Slicast ko 2026-11-05T11:30:00.000Z NOVOSENSE, electronica 2026에서 자동차 및 AI 데이터센터 전력 IC 기술 성과 공개 https://slicast.com/article/pe330c Slicast en 2026-11-05T11:26:49.000Z Riot Platforms has signed a $28 billion data center lease deal with Anthropic. https://slicast.com/zh/article/pe330c Slicast zh-cn 2026-11-05T11:26:49.000Z Riot Platforms与Anthropic签署了价值280亿美元的数据中心租赁协议。 https://slicast.com/ko/article/pe330c Slicast ko 2026-11-05T11:26:49.000Z Riot Platforms, Anthropic과 280억 달러 규모의 데이터센터 임대 계약을 체결했다. https://slicast.com/article/102yjww Slicast en 2026-11-05T06:27:00.000Z Global AI Data Center Market to Reach USD 84.52 Billion by 2032, Growing at a CAGR of 25.8% - Report by Maximize Market Research https://slicast.com/zh/article/102yjww Slicast zh-cn 2026-11-05T06:27:00.000Z 全球 AI 数据中心市场将于 2032 年达到 84.52 亿美元,年复合增长率 25.8%——Maximize Market Research 报告 https://slicast.com/ko/article/102yjww Slicast ko 2026-11-05T06:27:00.000Z Maximize Market Research 보고서: 글로벌 AI 데이터센터 시장, 2032년 845억 2,000만 달러 도달 전망, 연평균 성장률(CAGR) 25.8% https://slicast.com/article/1hpez7q Slicast en 2026-11-05T02:09:00.000Z Impresa Legal Group Leads Class Action Lawsuit Against Extremist Groups and Foreign-Funded Organizations for Coordinated Campaign to Harass Data Center Workers and Interfere with U.S. Technology Indus https://slicast.com/zh/article/1hpez7q Slicast zh-cn 2026-11-05T02:09:00.000Z Impresa Legal Group 领衔集体诉讼,起诉极端组织及外国资助机构协同骚扰数据中心员工、干扰美国科技产业的行为 https://slicast.com/ko/article/1hpez7q Slicast ko 2026-11-05T02:09:00.000Z Impresa Legal Group, 데이터센터 근로자 괴롭힘 및 미국 기술 산업 방해를 목적으로 한 조직적 캠페인과 관련해 극단주의 단체 및 해외 자금 지원 단체를 상대로 집단소송을 주도