https://slicast.com/article/1tgjnuw Slicast en 2026-10-05T13:03:26.000Z Clockwork.io raised $31M to eliminate wasted GPU-hours through AI infrastructure fault tolerance software, with production adoption by LinkedIn and Together AI. https://slicast.com/zh/article/1tgjnuw Slicast zh-cn 2026-10-05T13:03:26.000Z Clockwork.io融资$31M，通过AI基础设施容错软件消除GPU浪费，已被LinkedIn和Together AI采用于生产环境。 https://slicast.com/article/dvqjem Slicast en 2026-10-05T13:02:42.000Z LG Electronics secured a major cooling infrastructure contract for a 5GW U.S. AI data center, supplying specialized cooling solutions for large-scale facility. https://slicast.com/zh/article/dvqjem Slicast zh-cn 2026-10-05T13:02:42.000Z LG Electronics获得美国5GW AI数据中心冷却基础设施重大合同，为大规模设施供应专业制冷方案。 https://slicast.com/article/gkjqz8 Slicast en 2026-10-05T12:53:53.000Z TeraWulf doubled contracted power capacity at its Muskie AI/HPC campus to 1 GW, confirmed via SEC 8-K filing. https://slicast.com/zh/article/gkjqz8 Slicast zh-cn 2026-10-05T12:53:53.000Z TeraWulf将Muskie AI/HPC园区合同电力容量翻倍至1 GW，已通过SEC 8-K备案确认。 https://slicast.com/article/1o2c0ya Slicast en 2026-10-05T10:25:00.000Z US Senate blocked the Ratepayer Protection Act in a 57–43 vote, eliminating proposed regulation requiring data centers to pay incremental grid costs. https://slicast.com/zh/article/1o2c0ya Slicast zh-cn 2026-10-05T10:25:00.000Z 美国参议院以57票对43票的投票否决《平价用户保护法》，取消了要求数据中心支付增量电网成本的拟议监管。 https://slicast.com/article/10vmgiu Slicast en 2026-10-05T09:50:45.000Z Adani commits $100 billion to hyperscale data center expansion for AI infrastructure globally. https://slicast.com/zh/article/10vmgiu Slicast zh-cn 2026-10-05T09:50:45.000Z Adani投入$100亿用于全球AI基础设施的超大规模数据中心扩张 https://slicast.com/article/qohy7u Slicast en 2026-10-04T21:11:00.000Z OpenAI, Blackstone, and SoftBank jointly form a lobbying alliance to clear local obstacles to data center construction. https://slicast.com/zh/article/qohy7u Slicast zh-cn 2026-10-04T21:11:00.000Z OpenAI、Blackstone、SoftBank联合成立游说联盟，推动清除数据中心建设地方阻力 https://slicast.com/ko/article/qohy7u Slicast ko 2026-10-04T21:11:00.000Z OpenAI, Blackstone, SoftBank가 데이터센터 건설의 지역 장애물 극복을 위해 공동으로 로비 연합을 결성했다. https://slicast.com/article/1j80rl8 Slicast en 2026-10-04T21:10:00.000Z JERA, Dell, and RHAELM partnership drives large-scale AI computing infrastructure deployment in Japan https://slicast.com/zh/article/1j80rl8 Slicast zh-cn 2026-10-04T21:10:00.000Z JERA、Dell、RHAELM三方合作，AI算力基础设施规模化落地日本 https://slicast.com/ko/article/1j80rl8 Slicast ko 2026-10-04T21:10:00.000Z JERA, Dell, RHAELM 파트너십이 일본에서 대규모 AI 컴퓨팅 인프라 배포를 주도한다 https://slicast.com/article/qg1ev8 Slicast en 2026-10-04T21:09:00.000Z China's AI Data Center Investment Wave Extends to SMEs; National Capacity Surpasses 24GW, Ranks Second Globally https://slicast.com/zh/article/qg1ev8 Slicast zh-cn 2026-10-04T21:09:00.000Z 中国AI数据中心投资浪潮蔓延至中小企业，全国容量已超24GW跻身全球第二 https://slicast.com/ko/article/qg1ev8 Slicast ko 2026-10-04T21:09:00.000Z 중국 AI 데이터센터 투자 열풍이 중소기업으로 확대; 국가 용량 24GW 돌파, 글로벌 2위 https://slicast.com/article/1sfx8bf Slicast en 2026-10-04T21:08:00.000Z Export Control Progress: 10 Chinese Companies Allocated 75,000 H200 Units Each as 50% Total Volume Cap Takes Effect https://slicast.com/zh/article/1sfx8bf Slicast zh-cn 2026-10-04T21:08:00.000Z 出口管制新进展：10家中国企业获H200配额各7.5万片，50%总量封顶令同步生效 https://slicast.com/ko/article/1sfx8bf Slicast ko 2026-10-04T21:08:00.000Z 수출 통제 진전: 중국 10개 기업에 각각 75,000 H200 유닛 할당, 총 물량 50% 한도 발효 https://slicast.com/article/vksbqo Slicast en 2026-10-04T21:07:00.000Z NVIDIA seeks 16-layer HBM4 from SK Hynix, Samsung, and Micron; Q4 2026 delivery target triggers three-way development sprint https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-04T21:07:00.000Z NVIDIA向SK hynix、Samsung、Micron索要16层HBM4，Q4 2026交付目标触发三方开发冲刺 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-04T21:07:00.000Z NVIDIA, SK Hynix·Samsung·Micron으로부터 16층 HBM4 확보 추진, Q4 2026 납기 목표가 삼자 간 개발 경쟁 촉발 https://slicast.com/article/c74fhq Slicast en 2026-10-04T21:06:00.000Z The four major hyperscalers' combined AI capex for 2026 is approximately $730 billion, representing a year-over-year increase of about 78%. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-04T21:06:00.000Z 四大超大规模厂商2026年合计AI资本开支约$7300亿，同比大涨约78% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-04T21:06:00.000Z 주요 하이퍼스케일러 4곳의 2026년 AI 자본지출 합계는 약 $730 billion으로, 전년도 대비 약 78% 증가입니다. https://slicast.com/article/me67cr Slicast en 2026-10-04T21:05:00.000Z NVIDIA Commits Up to $105B Guarantee; OpenAI-SoftBank Ohio 10GW Mega-Campus Breaks Ground This Month https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-10-04T21:05:00.000Z NVIDIA承诺最高$1050亿担保，OpenAI-SoftBank俄亥俄10GW超级园区本月动工 https://slicast.com/ko/article/me67cr Slicast ko 2026-10-04T21:05:00.000Z NVIDIA, 최대 $105B 보증 약정; OpenAI-SoftBank Ohio 10GW 메가캠퍼스 이달 착공 https://slicast.com/article/1xxbcw5 Slicast en 2026-10-04T21:04:00.000Z IREN Q3 FY2026 revenue $144.8M beats expectations; AI Cloud +94% QoQ, NVIDIA $3.4B contract secured https://slicast.com/zh/article/1xxbcw5 Slicast zh-cn 2026-10-04T21:04:00.000Z IREN Q3 FY2026营收$1.448亿双杀预期，但AI Cloud季环比+94%、NVIDIA $34亿合同锁定 https://slicast.com/ko/article/1xxbcw5 Slicast ko 2026-10-04T21:04:00.000Z IREN Q3 FY2026 매출 $144.8M 예상치 상회; AI Cloud +94% QoQ, NVIDIA $3.4B 계약 확보 https://slicast.com/article/77qjpw Slicast en 2026-10-04T21:03:00.000Z Anthropic Files S-1; First Frontier AI Company Seeks Public Market Entry at $1-2 Trillion Valuation https://slicast.com/zh/article/77qjpw Slicast zh-cn 2026-10-04T21:03:00.000Z Anthropic公开S-1，全球首家前沿大模型公司冲击公开市场，估值目标$1-2万亿 https://slicast.com/ko/article/77qjpw Slicast ko 2026-10-04T21:03:00.000Z Anthropic S-1 제출; 프론티어 AI 기업 최초로 $1-2조 기업가치 공개 상장 추진 https://slicast.com/article/lvwk7l Slicast en 2026-10-04T21:02:00.000Z UK neocloud Nscale's US IPO: $35 billion valuation, $103 billion contract backing, NVIDIA leads $1 billion convertible bonds https://slicast.com/zh/article/lvwk7l Slicast zh-cn 2026-10-04T21:02:00.000Z 英国neocloud Nscale赴美IPO：$350亿估值、$1030亿合同背书，NVIDIA领投$10亿可转债 https://slicast.com/ko/article/lvwk7l Slicast ko 2026-10-04T21:02:00.000Z 영국 neocloud Nscale의 미국 IPO: 350억 달러 시가총액, 1030억 달러 계약 지원, NVIDIA 주도 10억 달러 전환사채 https://slicast.com/article/1b7vgfr Slicast en 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN rally Friday as GPU price hikes offset Sell rating headwinds https://slicast.com/zh/article/1b7vgfr Slicast zh-cn 2026-10-04T21:01:00.000Z CoreWeave、Nebius、IREN周五集体反弹——GPU涨价扳回Sell评级利空 https://slicast.com/ko/article/1b7vgfr Slicast ko 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN 금요일 상승, GPU 가격 인상이 매도 등급 악재 상쇄 https://slicast.com/commentary/nvidia-2026-10-04 Slicast en 2026-10-04T20:48:41.718Z Why Tencent's Lease of 100,000 Nvidia H100/H200 Chips Challenges US Export Controls https://slicast.com/zh/commentary/nvidia-2026-10-04 Slicast zh-cn 2026-10-04T20:48:41.718Z 腾讯租赁10万块英伟达H100/H200芯片挑战美国出口管制框架，2026年10月 https://slicast.com/commentary/oracle-2026-10-04 Slicast en 2026-10-04T20:40:24.845Z Oracle AI Infrastructure, October 2026: Power Grid Delays, Force Majeure, and a Nuclear Hedge https://slicast.com/zh/commentary/oracle-2026-10-04 Slicast zh-cn 2026-10-04T20:40:24.845Z 甲骨文AI基础设施,2026年10月:电网延误、不可抗力条款与核电布局 https://slicast.com/commentary/anthropic-2026-10-04 Slicast en 2026-10-04T20:28:16.628Z Anthropic IPO, October 2026: $518 Billion in Infrastructure Commitments Test a $2 Trillion Valuation https://slicast.com/zh/commentary/anthropic-2026-10-04 Slicast zh-cn 2026-10-04T20:28:16.628Z Anthropic IPO 2026年10月：5180亿美元基础设施承诺与2万亿美元估值目标的考验 https://slicast.com/brief/2026-10-05 Slicast en 2026-10-04T20:17:01.696Z Latest AI Infrastructure News: October 5, 2026 https://slicast.com/zh/brief/2026-10-05 Slicast zh-cn 2026-10-04T20:17:01.696Z AI 基础设施新闻早报 · 2026年10月5日 https://slicast.com/ko/brief/2026-10-05 Slicast ko 2026-10-04T20:17:01.696Z 최신 AI 인프라 뉴스 · 2026년 10월 5일 https://slicast.com/article/3wdua1 Slicast en 2026-10-04T18:15:00.000Z China has accumulated 343 deep-ultraviolet (DUV) lithography systems while the U.S. urges allies to close export control loopholes. https://slicast.com/zh/article/3wdua1 Slicast zh-cn 2026-10-04T18:15:00.000Z 中国积累了343套深紫外(DUV)光刻系统,美国敦促盟国关闭出口管制漏洞。 https://slicast.com/ko/article/3wdua1 Slicast ko 2026-10-04T18:15:00.000Z 중국이 심자외선(DUV) 리소그래피 시스템 343개를 축적했으며, 미국은 동맹국들이 수출 규제 허점을 폐쇄하도록 촉구한다. https://slicast.com/article/1fmvgco Slicast en 2026-10-04T18:09:00.000Z Oracle has locked in a nuclear power deal as energy becomes AI's biggest supply chain constraint. https://slicast.com/zh/article/1fmvgco Slicast zh-cn 2026-10-04T18:09:00.000Z 甲骨文(Oracle)锁定核能交易,因能源成为AI最大的供应链瓶颈。 https://slicast.com/ko/article/1fmvgco Slicast ko 2026-10-04T18:09:00.000Z Oracle이 에너지가 AI의 최대 공급망 제약이 되면서 원전 거래를 확보했다. https://slicast.com/article/1v187qq Slicast en 2026-10-04T17:39:17.000Z Skybox files for a $550 million fourth data center in Hutto, Texas, as the state tightens grid rules. https://slicast.com/zh/article/1v187qq Slicast zh-cn 2026-10-04T17:39:17.000Z Skybox在德州Hutto提交了第四个价值5.5亿美元的数据中心申请,此时德州收紧了电网规则。 https://slicast.com/ko/article/1v187qq Slicast ko 2026-10-04T17:39:17.000Z Skybox가 Hutto, Texas에 $550 million 규모의 네 번째 데이터 센터 건설을 신청했으며, 주가 전력망 규칙을 강화하고 있다. https://slicast.com/article/thu73k Slicast en 2026-10-04T17:16:46.000Z Anthropic's disclosed $518 billion in AI infrastructure commitments loom over a reported $2 trillion IPO valuation as the company scales compute and deployment. https://slicast.com/zh/article/thu73k Slicast zh-cn 2026-10-04T17:16:46.000Z 人工智能研究公司Anthropic披露的5180亿美元AI基础设施承诺,在其报告的2万亿美元IPO估值下显得规模庞大,该公司正在扩展计算和部署。 https://slicast.com/ko/article/thu73k Slicast ko 2026-10-04T17:16:46.000Z 회사가 컴퓨팅과 배포 규모를 확대하면서 Anthropic이 공개한 $518 billion의 AI 인프라 약정이 보도된 $2 trillion IPO 가치평가에 의문을 제기하고 있다. https://slicast.com/article/sse94p Slicast en 2026-10-04T16:50:11.000Z Bitcoin miners are shifting $1.5 billion in hardware and power toward AI GPU workloads, sidelining legacy mining equipment. https://slicast.com/zh/article/sse94p Slicast zh-cn 2026-10-04T16:50:11.000Z 比特币矿工将15亿美元的硬件和电力转向AI GPU工作负载,搁置传统采矿设备。 https://slicast.com/ko/article/sse94p Slicast ko 2026-10-04T16:50:11.000Z Bitcoin 채굴자들이 $1.5 billion의 하드웨어와 전력을 AI GPU 작업 부하로 전환하면서 기존 채굴 장비는 외면하고 있습니다. https://slicast.com/article/16o3bms Slicast en 2026-10-04T16:18:30.000Z Menos AI, an AI-infrastructure company serving institutional investors, has raised $5.1 million. https://slicast.com/zh/article/16o3bms Slicast zh-cn 2026-10-04T16:18:30.000Z 面向机构投资者的AI基础设施公司Menos AI融资510万美元。 https://slicast.com/ko/article/16o3bms Slicast ko 2026-10-04T16:18:30.000Z 기관투자자 대상 AI 인프라 기업 Menos AI가 $5.1 million의 투자를 받았다. https://slicast.com/article/5ycemx Slicast en 2026-10-04T16:04:28.000Z Google deployed four TPUs aboard a satellite launched on SpaceX's Transporter-18 rideshare on October 1st, 2026, in partnership with Planet Labs. https://slicast.com/zh/article/5ycemx Slicast zh-cn 2026-10-04T16:04:28.000Z 谷歌在10月1日SpaceX Transporter-18共乘火箭上搭载了四个TPU,与Planet Labs合作在卫星上部署。 https://slicast.com/ko/article/5ycemx Slicast ko 2026-10-04T16:04:28.000Z Google은 Planet Labs와의 파트너십으로 2026년 10월 1일 SpaceX의 Transporter-18 라이드셰어를 통해 발사된 위성에 4개의 TPU를 배포했다. https://slicast.com/article/guxfdj Slicast en 2026-10-04T16:01:16.000Z LiLic Sidecar, a Vision Group power solution for AI infrastructure, debuts at YOTTA 2026. https://slicast.com/zh/article/guxfdj Slicast zh-cn 2026-10-04T16:01:16.000Z Vision Group的AI基础设施电源解决方案LiLic Sidecar在YOTTA 2026大会首次亮相。 https://slicast.com/ko/article/guxfdj Slicast ko 2026-10-04T16:01:16.000Z LiLic Sidecar, Vision Group의 AI 인프라 전원 솔루션이 YOTTA 2026에서 선보입니다. https://slicast.com/article/114vmng Slicast en 2026-10-04T15:47:42.000Z A California CEO has been charged in a $300 million Nvidia GPU smuggling case involving circumvention of export controls. https://slicast.com/zh/article/114vmng Slicast zh-cn 2026-10-04T15:47:42.000Z 一名加州首席执行官因涉及英伟达GPU走私的3亿美元案件而被控违反出口管制。 https://slicast.com/ko/article/114vmng Slicast ko 2026-10-04T15:47:42.000Z 캘리포니아 CEO가 수출 규제 회피와 관련된 $300 million Nvidia GPU 밀반출 사건으로 기소되었다. https://slicast.com/article/h2xj29 Slicast en 2026-10-04T15:38:00.000Z Amazon is seeking to move $8 billion in Nvidia chips off its balance sheet, signaling a potential shift in how hyperscalers finance AI infrastructure. https://slicast.com/zh/article/h2xj29 Slicast zh-cn 2026-10-04T15:38:00.000Z 亚马逊寻求将80亿美元的英伟达芯片从资产负债表中移除,预示超大规模云厂商AI基础设施融资方式可能转变。 https://slicast.com/ko/article/h2xj29 Slicast ko 2026-10-04T15:38:00.000Z Amazon이 Nvidia 칩 $8 billion을 대차대조표에서 제거하려 하고 있으며, 하이퍼스케일러들의 AI 인프라 자금조달 방식에서 잠재적 변화를 시사하고 있습니다. https://slicast.com/article/ii8vgm Slicast en 2026-10-04T15:35:11.000Z Cipher Digital (CIFR), a bitcoin-miner-turned-compute-platform, has extended its Barber Lake facility contract and lifted total contracted revenue above $9 billion. https://slicast.com/zh/article/ii8vgm Slicast zh-cn 2026-10-04T15:35:11.000Z 从比特币矿工转型为计算平台的Cipher Digital (CIFR)扩展了Barber Lake设施合同,总合同收入超过90亿美元。 https://slicast.com/ko/article/ii8vgm Slicast ko 2026-10-04T15:35:11.000Z Cipher Digital (CIFR)은 비트코인 채굴에서 컴퓨팅 플랫폼으로 전환한 기업으로, Barber Lake 시설 계약을 연장했으며 총 계약 매출을 90억 달러 이상으로 증가시켰다. https://slicast.com/article/ovmjim Slicast en 2026-10-04T15:04:22.000Z AI data-center projects from Oracle, Broadcom's data-center division (BE), and Applied Optoelectronics (APLD) are facing delays while an IO Fund analysis highlights power, not demand, as the binding b https://slicast.com/zh/article/ovmjim Slicast zh-cn 2026-10-04T15:04:22.000Z 来自甲骨文、博通数据中心部门(BE)和应用光电(APLD)的AI数据中心项目面临延迟,而IO Fund的分析强调电源而非需求是约束瓶颈。 https://slicast.com/ko/article/ovmjim Slicast ko 2026-10-04T15:04:22.000Z Oracle, Broadcom의 데이터센터 부문(BE), Applied Optoelectronics(APLD)의 AI 데이터센터 프로젝트들이 지연을 겪고 있는 한편, IO Fund 분석은 수요가 아닌 전력을 핵심 병목으로 지적했다. https://slicast.com/article/1lwmbr4 Slicast en 2026-10-04T14:45:32.000Z Abu Dhabi is deploying AI infrastructure in partnership with Together AI as the global AI race shifts from hype to deployment. https://slicast.com/zh/article/1lwmbr4 Slicast zh-cn 2026-10-04T14:45:32.000Z 阿布扎比与Together AI合作部署AI基础设施,全球AI竞争从炒作转向实际部署。 https://slicast.com/ko/article/1lwmbr4 Slicast ko 2026-10-04T14:45:32.000Z Abu Dhabi가 Together AI와 협력하여 AI 인프라를 배포하고 있으며, 전 세계 AI 경쟁이 과장에서 실제 배포로 전환되고 있습니다. https://slicast.com/article/1sc8vqh Slicast en 2026-10-04T14:32:19.000Z Tencent has leased 100,000 top-of-the-line U.S. AI chips (H100/H200 series) in a move that challenges U.S. export control frameworks. https://slicast.com/zh/article/1sc8vqh Slicast zh-cn 2026-10-04T14:32:19.000Z 腾讯租赁了10万块美国顶级AI芯片(H100/H200系列),这一举动挑战了美国出口管制框架。 https://slicast.com/ko/article/1sc8vqh Slicast ko 2026-10-04T14:32:19.000Z Tencent이 미국의 최고급 AI 칩 100,000개(H100/H200 시리즈)를 임차해 미국 수출규제 체계에 도전했다. https://slicast.com/article/14m1r9 Slicast en 2026-10-04T14:02:00.000Z Goodman is developing a 725-hectare AI data center campus in rural Queensland, Australia. https://slicast.com/zh/article/14m1r9 Slicast zh-cn 2026-10-04T14:02:00.000Z Goodman正在澳大利亚昆士兰州乡村地区开发一座725公顷的AI数据中心园区。 https://slicast.com/ko/article/14m1r9 Slicast ko 2026-10-04T14:02:00.000Z 굿맨이 호주 퀸즈랜드 시골 지역에 725헥타르 규모의 AI 데이터센터 캠퍼스를 개발 중이다. https://slicast.com/article/1uhntcu Slicast en 2026-10-04T13:49:14.000Z Rising yields and market volatility are creating headwinds for AI infrastructure funding rounds despite underlying demand. https://slicast.com/zh/article/1uhntcu Slicast zh-cn 2026-10-04T13:49:14.000Z 上升的收益率和市场波动正在为AI基础设施融资创造逆风,尽管基础需求强劲。 https://slicast.com/ko/article/1uhntcu Slicast ko 2026-10-04T13:49:14.000Z 상승하는 수익률과 시장 변동성은 기저 수요에도 불구하고 AI 인프라 펀딩 라운드에 역풍을 일으키고 있다. https://slicast.com/article/fyu9ja Slicast en 2026-10-04T13:44:15.000Z US and China resume trade talks in New York with AI chip export controls remaining a key point of contention. https://slicast.com/zh/article/fyu9ja Slicast zh-cn 2026-10-04T13:44:15.000Z 美国和中国在纽约恢复贸易谈判,AI芯片出口管制仍然是关键分歧点。 https://slicast.com/ko/article/fyu9ja Slicast ko 2026-10-04T13:44:15.000Z US와 China가 뉴욕에서 무역 협상을 재개했으며, AI 칩 수출 통제가 주요 갈등 사항으로 계속 남아있다. https://slicast.com/article/fhapws Slicast en 2026-10-04T13:41:22.000Z Lam Research cites AI manufacturing complexity and growing installed-base as drivers for elevated equipment demand. https://slicast.com/zh/article/fhapws Slicast zh-cn 2026-10-04T13:41:22.000Z Lam Research指出AI制造复杂性和不断增长的装机基础是设备需求上升的驱动因素。 https://slicast.com/ko/article/fhapws Slicast ko 2026-10-04T13:41:22.000Z Lam Research는 AI 제조 복잡성과 증가하는 설치 기반을 높은 장비 수요의 동인으로 언급했다. https://slicast.com/article/170qafo Slicast en 2026-10-04T13:31:59.000Z Al-Moammar Holding secures its first work order under Saudi Arabia's HUMAIN framework, valued at 148% of 2025 revenue. https://slicast.com/zh/article/170qafo Slicast zh-cn 2026-10-04T13:31:59.000Z Al-Moammar Holding在沙特阿拉伯HUMAIN框架下获得首个工作订单,价值超过2025年收入的148%。 https://slicast.com/ko/article/170qafo Slicast ko 2026-10-04T13:31:59.000Z Al-Moammar Holding이 사우디아라비아의 HUMAIN 프레임워크에 따라 첫 작업 주문을 확보했으며, 평가액은 2025년 매출의 148%이다. https://slicast.com/article/1yuz4fo Slicast en 2026-10-04T12:30:00.000Z Microsoft deploys native gardens and wetlands landscaping at 20+ data center sites to environmentally integrate large facilities. https://slicast.com/zh/article/1yuz4fo Slicast zh-cn 2026-10-04T12:30:00.000Z 微软在20多个数据中心设施部署本地花园和湿地景观美化,以便与环境融合。 https://slicast.com/ko/article/1yuz4fo Slicast ko 2026-10-04T12:30:00.000Z Microsoft는 20개 이상의 데이터 센터 부지에 자생 정원과 습지 조경을 조성하여 대규모 시설을 환경적으로 통합한다. https://slicast.com/article/rik9et Slicast en 2026-10-04T12:28:45.000Z EpochAI reports quarterly AI inference costs have dropped 47%, driven by chip efficiency gains and manufacturing scale. https://slicast.com/zh/article/rik9et Slicast zh-cn 2026-10-04T12:28:45.000Z EpochAI报告称季度AI推理成本下降47%,由芯片效率提升和制造规模驱动。 https://slicast.com/ko/article/rik9et Slicast ko 2026-10-04T12:28:45.000Z EpochAI는 칩 효율성 개선과 제조 규모 확대로 분기별 AI 추론 비용이 47% 하락했다고 보도했습니다. https://slicast.com/article/14ldcni Slicast en 2026-10-04T12:23:00.000Z Applied Digital's Polaris Forge 1 campus reaches 250 MW of operational compute capacity https://slicast.com/zh/article/14ldcni Slicast zh-cn 2026-10-04T12:23:00.000Z Applied Digital的Polaris Forge 1园区运营计算能力达到250 MW https://slicast.com/article/1863pr1 Slicast en 2026-10-04T12:15:26.000Z Micron reports higher profitability on HBM (high-bandwidth memory) products versus conventional DRAM. https://slicast.com/zh/article/1863pr1 Slicast zh-cn 2026-10-04T12:15:26.000Z Micron报告称HBM(高带宽内存)产品的盈利能力高于传统DRAM。 https://slicast.com/ko/article/1863pr1 Slicast ko 2026-10-04T12:15:26.000Z Micron이 HBM(고대역폭 메모리) 제품에서 기존 DRAM 대비 더 높은 수익성을 기록했다고 발표했다. https://slicast.com/article/1dkhgpb Slicast en 2026-10-04T11:30:06.000Z Anthropic prepares for public listing as the Trump administration weighs AI chip export policy stakes. https://slicast.com/zh/article/1dkhgpb Slicast zh-cn 2026-10-04T11:30:06.000Z Anthropic为公开上市做准备,特朗普政府正在权衡AI芯片出口政策的利益。 https://slicast.com/ko/article/1dkhgpb Slicast ko 2026-10-04T11:30:06.000Z Anthropic이 공개 상장을 준비하는 가운데 Trump 행정부는 AI 칩 수출 정책의 영향을 가늠하고 있다. https://slicast.com/article/5acu41 Slicast en 2026-10-04T11:10:47.000Z Applied Materials gains on an AI-focused advanced packaging deal, signaling continued equipment investment. https://slicast.com/zh/article/5acu41 Slicast zh-cn 2026-10-04T11:10:47.000Z Applied Materials因一项AI先进封装交易而上升,表明设备投资的持续性。 https://slicast.com/ko/article/5acu41 Slicast ko 2026-10-04T11:10:47.000Z Applied Materials는 AI 중심 고급 패키징 거래로 상승하며 지속적인 장비 투자를 시사한다. https://slicast.com/article/pjmyj9 Slicast en 2026-10-04T11:01:00.000Z A new map catalogs every planned and operational AI data center in New Jersey, revealing regional hyperscaler concentration. https://slicast.com/zh/article/pjmyj9 Slicast zh-cn 2026-10-04T11:01:00.000Z 一份新地图列举了新泽西州每一座计划和运营中的AI数据中心,显示区域超大规模计算商集中度。 https://slicast.com/ko/article/pjmyj9 Slicast ko 2026-10-04T11:01:00.000Z 새로운 지도는 뉴저지의 계획 중이거나 운영 중인 모든 AI 데이터센터를 기록하고, 지역 하이퍼스케일러의 집중을 드러낸다. https://slicast.com/article/1w16zxk Slicast en 2026-10-04T11:00:59.000Z Nvidia unveils the N1X PC chip for consumer and edge markets as AMD and Intel stocks decline. https://slicast.com/zh/article/1w16zxk Slicast zh-cn 2026-10-04T11:00:59.000Z 英伟达发布面向消费者和边缘市场的N1X PC芯片,而AMD和Intel股票下滑。 https://slicast.com/ko/article/1w16zxk Slicast ko 2026-10-04T11:00:59.000Z Nvidia가 소비자 및 엣지 시장용 N1X PC 칩을 공개하는 가운데 AMD와 Intel 주가가 하락하고 있다. https://slicast.com/article/gihxww Slicast en 2026-10-04T09:59:08.000Z Broadcom's custom silicon (Tomahawk) and Micron's HBM are evaluated as strategic AI infrastructure hardware bets. https://slicast.com/zh/article/gihxww Slicast zh-cn 2026-10-04T09:59:08.000Z Broadcom的定制芯片(Tomahawk)和Micron的HBM被评估为战略AI基础设施硬件投资。 https://slicast.com/ko/article/gihxww Slicast ko 2026-10-04T09:59:08.000Z Broadcom의 맞춤형 실리콘(Tomahawk)과 Micron의 HBM은 전략적 AI 인프라 하드웨어 베팅으로 평가된다. https://slicast.com/article/12umykg Slicast en 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory) announces an expansion plan as China pushes domestic HBM manufacturing capacity. https://slicast.com/zh/article/12umykg Slicast zh-cn 2026-10-04T09:24:40.000Z CXMT(长鑫存储)在中国推动国内HBM制造能力之际宣布扩产计划。 https://slicast.com/ko/article/12umykg Slicast ko 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory)가 중국의 국내 HBM 제조 역량 강화에 따라 확장 계획을 발표했다. https://slicast.com/article/9fcjni Slicast en 2026-10-04T09:23:09.000Z A $300 million Nvidia GPU smuggling case surfaces as export control enforcement action intensifies. https://slicast.com/zh/article/9fcjni Slicast zh-cn 2026-10-04T09:23:09.000Z 一起价值3亿美元的英伟达GPU走私案浮出水面,出口管制执法力度加强。 https://slicast.com/ko/article/9fcjni Slicast ko 2026-10-04T09:23:09.000Z 수출통제 단속 강화 속에 $300 million Nvidia GPU 밀수 사건 적발 https://slicast.com/article/1rgjank Slicast en 2026-10-04T09:04:39.000Z Bitcoin miners lost $1.5 billion in mining capacity during H1 2026 as operations pivot toward high-performance computing services. https://slicast.com/zh/article/1rgjank Slicast zh-cn 2026-10-04T09:04:39.000Z 比特币矿工在2026年上半年失去15亿美元的挖矿产能,运营转向高性能计算服务。 https://slicast.com/ko/article/1rgjank Slicast ko 2026-10-04T09:04:39.000Z Bitcoin 채굴업체들이 2026년 상반기 동안 $1.5 billion의 채굴 역량을 손실하며 고성능 컴퓨팅 서비스로 사업을 전환하고 있다. https://slicast.com/article/18zbk4d Slicast en 2026-10-04T09:01:00.000Z Multiple AI data centers are planned or under operation near South Carolina's Lowcountry region. https://slicast.com/zh/article/18zbk4d Slicast zh-cn 2026-10-04T09:01:00.000Z 多个AI数据中心在南卡罗来纳州Lowcountry地区计划或运营。 https://slicast.com/ko/article/18zbk4d Slicast ko 2026-10-04T09:01:00.000Z 사우스캐롤라이나 롤컨트리 지역 근처에 여러 AI 데이터 센터가 계획 중이거나 운영 중입니다. https://slicast.com/article/1vm6sr Slicast en 2026-10-04T09:00:00.000Z Firmus, Australia's largest data-center operator, announces plans for a Nasdaq listing with a reported $44 billion valuation. https://slicast.com/zh/article/1vm6sr Slicast zh-cn 2026-10-04T09:00:00.000Z 澳大利亚最大数据中心运营商Firmus计划在纳斯达克上市，估值报告为440亿美元。 https://slicast.com/ko/article/1vm6sr Slicast ko 2026-10-04T09:00:00.000Z 호주 최대 데이터센터 운영사인 Firmus가 440억 달러 기업가치로 Nasdaq 상장 계획을 발표했습니다. https://slicast.com/article/13bct5n Slicast en 2026-10-04T08:51:44.000Z Microsoft and Chevron sign a 20-year power purchase agreement to supply a Texas data-center facility. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-04T08:51:44.000Z 微软与雪佛龙签署20年购电协议，为其德克萨斯州数据中心供电。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-04T08:51:44.000Z Microsoft와 Chevron이 텍사스 데이터센터용 20년 전력 구매 계약을 체결했습니다. https://slicast.com/article/79qc6t Slicast en 2026-10-04T07:39:09.000Z South Korean regulators face calls to raise the cap on direct power purchases by data centers from the grid amid surging AI infrastructure demand. https://slicast.com/zh/article/79qc6t Slicast zh-cn 2026-10-04T07:39:09.000Z 面对AI基础设施需求激增，韩国监管部门面临提高数据中心直接购电上限的呼声。 https://slicast.com/ko/article/79qc6t Slicast ko 2026-10-04T07:39:09.000Z AI 인프라 수요가 급증하는 가운데 한국 규제 당국이 데이터센터의 전력망 직접 구매 한도 상향을 요구받고 있다. https://slicast.com/article/und8ne Slicast en 2026-10-04T07:26:35.000Z TeraWulf announces 3-gigawatt AI infrastructure capacity plans, winning analyst endorsement with 25%+ upside potential. https://slicast.com/zh/article/und8ne Slicast zh-cn 2026-10-04T07:26:35.000Z TeraWulf宣布3吉瓦AI基础设施容量计划，获得分析师支持，预期上升空间超过25%。 https://slicast.com/ko/article/und8ne Slicast ko 2026-10-04T07:26:35.000Z TeraWulf가 3기가와트 AI 인프라 용량 계획을 발표하며, 분석가 지지로 25%+ 상향여력을 확보했다. https://slicast.com/article/s2342a Slicast en 2026-10-04T07:16:49.000Z Cerebras redesigns its AI accelerator architecture to sidestep TSMC's CoWoS advanced packaging bottleneck constraining rival AI chip capacity. https://slicast.com/zh/article/s2342a Slicast zh-cn 2026-10-04T07:16:49.000Z Cerebras重新设计其AI加速器架构以规避台积电CoWoS高端封装瓶颈对竞争对手的制约。 https://slicast.com/ko/article/s2342a Slicast ko 2026-10-04T07:16:49.000Z Cerebras가 AI 가속기 아키텍처를 재설계해 경쟁사 AI 칩 용량을 제약하는 TSMC의 CoWoS 고급 패키징 병목을 우회한다. https://slicast.com/article/fosyut Slicast en 2026-10-04T06:16:06.000Z The US Department of Justice indicts a CEO for smuggling $300 million in AI chips to China, enforcing export-control restrictions on advanced semiconductors. https://slicast.com/zh/article/fosyut Slicast zh-cn 2026-10-04T06:16:06.000Z 美国司法部起诉一位CEO走私价值3亿美元的AI芯片到中国，执法出口管制限制。 https://slicast.com/ko/article/fosyut Slicast ko 2026-10-04T06:16:06.000Z 미국 법무부가 CEO를 기소했습니다. 중국으로 3억 달러의 AI 칩을 밀수한 혐의로, 첨단 반도체에 대한 수출 통제 제한을 집행하고 있습니다. https://slicast.com/article/16p4z6o Slicast en 2026-10-04T05:26:00.000Z Oracle signs a nuclear power partnership to supply its data-center facilities with reliable, carbon-free baseload power. https://slicast.com/zh/article/16p4z6o Slicast zh-cn 2026-10-04T05:26:00.000Z Oracle与核电厂商签署协议为其数据中心设施供应可靠的无碳基荷电力。 https://slicast.com/ko/article/16p4z6o Slicast ko 2026-10-04T05:26:00.000Z Oracle이 자신의 데이터센터에 신뢰할 수 있는 무탄소 기저 전력을 공급하기 위해 핵에너지 파트너십을 체결했다. https://slicast.com/article/1933mu Slicast en 2026-10-04T04:51:09.000Z NVIDIA unveils Rubin, an inference-optimized chip architecture designed to reduce per-token AI inference costs. https://slicast.com/zh/article/1933mu Slicast zh-cn 2026-10-04T04:51:09.000Z 英伟达推出Rubin推理优化芯片架构，旨在降低单位令牌AI推理成本。 https://slicast.com/ko/article/1933mu Slicast ko 2026-10-04T04:51:09.000Z NVIDIA가 토큰당 AI 추론 비용을 줄이기 위해 설계된 추론 최적화 칩 아키텍처인 Rubin을 공개했다. https://slicast.com/article/1q9qzmr Slicast en 2026-10-04T04:50:57.000Z NVIDIA invests $668 million in GMI Cloud while Amazon commits $8 billion to custom AI chip development, signaling diverging chip strategies among vendors and hyperscalers. https://slicast.com/zh/article/1q9qzmr Slicast zh-cn 2026-10-04T04:50:57.000Z 英伟达向GMI Cloud投资6.68亿美元，同时Amazon承诺投入80亿美元开发定制AI芯片，体现芯片策略的分化。 https://slicast.com/ko/article/1q9qzmr Slicast ko 2026-10-04T04:50:57.000Z NVIDIA가 GMI Cloud에 $668 million을, Amazon이 커스텀 AI 칩 개발에 $8 billion을 투자하면서, 벤더와 하이퍼스케일러 사이의 엇갈리는 칩 전략을 시사하고 있다. https://slicast.com/article/og26gn Slicast en 2026-10-04T04:39:15.000Z SoftBank expands AI infrastructure funding through a $4 billion capital deployment with DigitalBridge, a global digital-infrastructure owner. https://slicast.com/zh/article/og26gn Slicast zh-cn 2026-10-04T04:39:15.000Z 软银通过与全球数字基础设施所有者DigitalBridge的40亿美元资本部署扩大AI基础设施融资。 https://slicast.com/ko/article/og26gn Slicast ko 2026-10-04T04:39:15.000Z SoftBank은 글로벌 디지털 인프라 소유사 DigitalBridge와 $40억 자본 배치를 통해 AI 인프라 펀딩을 확대합니다. https://slicast.com/article/clq9wo Slicast en 2026-10-04T04:20:27.000Z Elon Musk confirms talks with TSMC for the Terafab chipmaking venture, naming Intel as the only other disclosed partner in the joint chip factory initiative. https://slicast.com/zh/article/clq9wo Slicast zh-cn 2026-10-04T04:20:27.000Z 马斯克确认与台积电进行Terafab芯片制造合作谈判，英特尔是已公开披露的唯一其他合作伙伴。 https://slicast.com/ko/article/clq9wo Slicast ko 2026-10-04T04:20:27.000Z Elon Musk가 Terafab 칩 제조 벤처를 위한 TSMC와의 협상을 확인했으며, Intel을 합작 칩 팩토리 이니셔티브의 공개된 유일한 다른 파트너로 지명했다. https://slicast.com/article/5f66eh Slicast en 2026-10-04T03:05:05.000Z Tencent leases 100,000 AI chips from Oracle for $7 billion under US export-control constraints limiting direct chip imports to China. https://slicast.com/zh/article/5f66eh Slicast zh-cn 2026-10-04T03:05:05.000Z 腾讯以70亿美元从Oracle租赁100万片AI芯片，受美国出口管制限制约束。 https://slicast.com/ko/article/5f66eh Slicast ko 2026-10-04T03:05:05.000Z Tencent이 중국으로의 직접 칩 수입을 제한하는 미국 수출 통제 제약 하에서 Oracle에서 100,000개의 AI 칩을 $7 billion에 임차했다. https://slicast.com/article/1zrxev Slicast en 2026-10-04T03:05:00.000Z Analyst forecasts indicate hyperscaler capex growth is peaking as AI infrastructure funding diverges between hyperscalers and dedicated compute platforms. https://slicast.com/zh/article/1zrxev Slicast zh-cn 2026-10-04T03:05:00.000Z 分析师预测显示超级大型云计算厂商资本支出增长预期见顶，AI基础设施融资在融资层面显现结构性分化。 https://slicast.com/ko/article/1zrxev Slicast ko 2026-10-04T03:05:00.000Z 분석가 예측에 따르면 하이퍼스케일러 자본지출 성장이 정점을 향하고 있으며, AI 인프라 펀딩이 하이퍼스케일러와 전용 컴퓨팅 플랫폼으로 분화하고 있습니다. https://slicast.com/article/13ik54x Slicast en 2026-10-04T02:53:46.000Z Bloom Energy is identified as a potential partner behind massive AI data-center projects planned for Panama, according to RBC Capital Markets analysis. https://slicast.com/zh/article/13ik54x Slicast zh-cn 2026-10-04T02:53:46.000Z 据瑞银资本分析，Bloom Energy被认为是巴拿马大规模AI数据中心项目的潜在合作伙伴。 https://slicast.com/ko/article/13ik54x Slicast ko 2026-10-04T02:53:46.000Z RBC Capital Markets 분석에 따르면 Bloom Energy는 파나마를 위해 계획된 거대한 AI 데이터센터 프로젝트의 잠재적 파트너로 파악된다. https://slicast.com/article/1ia2g4j Slicast en 2026-10-04T01:57:16.000Z Broadcom's AI chip revenue triples as Applied Digital locks in $36 billion of custom AI accelerator capacity in a multi-year supply agreement. https://slicast.com/zh/article/1ia2g4j Slicast zh-cn 2026-10-04T01:57:16.000Z Broadcom的AI芯片收入增长三倍，Applied Digital在多年期供应协议中锁定360亿美元定制AI加速器容量。 https://slicast.com/ko/article/1ia2g4j Slicast ko 2026-10-04T01:57:16.000Z Broadcom AI 칩 수익이 3배 증가하며, Applied Digital은 다년 공급 계약을 통해 $36 billion 규모의 맞춤형 AI 가속기 용량을 확보했다. https://slicast.com/article/16bnc7b Slicast en 2026-10-03T23:10:52.000Z Uranium miner Cameco's order book strengthens as demand from Seoul and Saskatchewan regions feeds the nuclear-for-AI-datacentre pipeline. https://slicast.com/zh/article/16bnc7b Slicast zh-cn 2026-10-03T23:10:52.000Z 铀矿商Cameco订单簿增长,首尔和萨斯喀彻温区域对AI数据中心核电需求推动核电产业发展。 https://slicast.com/ko/article/16bnc7b Slicast ko 2026-10-03T23:10:52.000Z 우라늄 채광업체 Cameco의 주문 잔고가 Seoul과 Saskatchewan 지역의 AI 데이터센터용 원전 수요가 파이프라인을 견인하면서 강화되고 있다. https://slicast.com/article/1imdux1 Slicast en 2026-10-03T22:57:41.000Z Cisco has raised AI-related orders to $9B, demonstrating sustained infrastructure networking demand from hyperscalers building out AI datacenters. https://slicast.com/zh/article/1imdux1 Slicast zh-cn 2026-10-03T22:57:41.000Z Cisco将AI相关订单提升至90亿美元,表明超大规模公司在构建AI数据中心时基础设施网络需求依然强劲。 https://slicast.com/ko/article/1imdux1 Slicast ko 2026-10-03T22:57:41.000Z Cisco는 AI 관련 주문을 $9B로 올렸으며, AI 데이터센터를 구축하는 하이퍼스케일러들의 지속적인 인프라 네트워킹 수요를 보여준다. https://slicast.com/article/1w4kpc Slicast en 2026-10-03T22:37:02.000Z NVIDIA CEO Jensen Huang credits Elon Musk with completing xAI's Colossus datacenter facility in 19 days, an unusually fast construction pace. https://slicast.com/zh/article/1w4kpc Slicast zh-cn 2026-10-03T22:37:02.000Z 英伟达CEO黄仁勋赞扬埃隆·马斯克在19天内完成xAI的Colossus数据中心设施建设,建设速度异常快。 https://slicast.com/ko/article/1w4kpc Slicast ko 2026-10-03T22:37:02.000Z NVIDIA CEO Jensen Huang은 Elon Musk이 xAI의 Colossus 데이터센터 시설을 19일 만에 완성한 것을 칭찬했으며, 이는 이례적으로 빠른 건설 속도이다. https://slicast.com/article/i0lmph Slicast en 2026-10-03T22:11:36.000Z Memphis city council faces a final vote on a potential datacenter pause, with local opposition targeting xAI's Colossus facility siting. https://slicast.com/zh/article/i0lmph Slicast zh-cn 2026-10-03T22:11:36.000Z 孟菲斯市议会就数据中心可能暂停进行最终投票,当地反对派针对xAI的Colossus设施选址提出反对。 https://slicast.com/ko/article/i0lmph Slicast ko 2026-10-03T22:11:36.000Z Memphis 시 의회가 데이터센터 일시 중단 가능성에 대한 최종 투표를 앞두고 있으며, 지역 반대 세력이 xAI의 Colossus 시설 부지 선정을 겨냥하고 있다. https://slicast.com/article/1tnd5xy Slicast en 2026-10-03T21:46:26.000Z CScale exits stealth with $145M Series C funding to build optical-interconnect technology for gigawatt-scale AI infrastructure clusters. https://slicast.com/zh/article/1tnd5xy Slicast zh-cn 2026-10-03T21:46:26.000Z CScale以1.45亿美元C轮融资退出隐身模式,为GW级AI基础设施集群构建光学互联技术。 https://slicast.com/ko/article/1tnd5xy Slicast ko 2026-10-03T21:46:26.000Z CScale이 기가와트급 AI 인프라 클러스터용 광학 상호연결 기술 개발을 위해 $145M Series C 펀딩으로 스텔스를 종료했습니다. https://slicast.com/article/3j3mwl Slicast en 2026-10-03T21:36:15.000Z China's ChangXin Memory (CXMT) completes $8.5B Shanghai IPO debut, achieving valuation above Intel's market cap and emerging as direct DRAM competitor to Micron and SK Hynix. https://slicast.com/zh/article/3j3mwl Slicast zh-cn 2026-10-03T21:36:15.000Z 中国长鑫存储(CXMT)完成85亿美元上海IPO上市,估值超越英特尔市值,成为美光和SK海力士的直接DRAM竞争对手。 https://slicast.com/ko/article/3j3mwl Slicast ko 2026-10-03T21:36:15.000Z 중국의 ChangXin Memory (CXMT)가 $8.5B Shanghai IPO 상장을 완료했으며, Intel의 시가총액을 초과하는 기업가치를 달성하고 Micron과 SK Hynix의 직접 DRAM 경쟁사로 부상했다. https://slicast.com/article/y9j7tk Slicast en 2026-10-03T21:36:01.000Z Amazon structures an $8B chip-leaseback agreement with NVIDIA, financing GPU procurement through financial leasing rather than direct capital purchase. https://slicast.com/zh/article/y9j7tk Slicast zh-cn 2026-10-03T21:36:01.000Z 亚马逊与英伟达达成80亿美元芯片回租协议,通过融资租赁而非直接资本购买融资GPU采购。 https://slicast.com/ko/article/y9j7tk Slicast ko 2026-10-03T21:36:01.000Z Amazon이 NVIDIA와 8B 달러 규모의 칩 리스백 계약을 체결하여 GPU 조달을 직접 자본 구매가 아닌 금융 리스로 진행한다. https://slicast.com/article/1qe74o9 Slicast en 2026-10-03T21:31:40.000Z Neocloud Nebius acquires Inferize, a cold-start inference optimizer, to strengthen its end-to-end AI inference software stack and compete with hyperscaler-owned orchestration platforms. https://slicast.com/zh/article/1qe74o9 Slicast zh-cn 2026-10-03T21:31:40.000Z 新云公司Nebius收购冷启动推理优化器Inferize,加强其端到端AI推理软件堆栈,与超大规模公司拥有的协调平台竞争。 https://slicast.com/ko/article/1qe74o9 Slicast ko 2026-10-03T21:31:40.000Z Neocloud Nebius는 콜드스타트 추론 최적화기 Inferize를 인수해 엔드투엔드 AI 추론 소프트웨어 스택을 강화하고 하이퍼스케일러 소유의 오케스트레이션 플랫폼과 경쟁한다. https://slicast.com/article/1gksp7s Slicast en 2026-10-03T21:13:06.000Z China escalates supply-chain competition by targeting U.S. rare-earth suppliers, raising strategic mineral access concerns for advanced-packaging and interconnect fabrication. https://slicast.com/zh/article/1gksp7s Slicast zh-cn 2026-10-03T21:13:06.000Z 中国通过针对美国稀土供应商升级供应链竞争,引发先进封装和互联制造战略矿物获取风险。 https://slicast.com/ko/article/1gksp7s Slicast ko 2026-10-03T21:13:06.000Z 중국이 미국 희토류 공급업체를 겨냥해 공급망 경쟁을 심화시키고, advanced-packaging 및 interconnect 제조용 전략적 광물 접근 우려를 야기. https://slicast.com/article/frdefv Slicast en 2026-10-03T21:11:00.000Z Export control compliance vacuum persists: Trump's new rules delayed, global data center siting under pressure https://slicast.com/zh/article/frdefv Slicast zh-cn 2026-10-03T21:11:00.000Z 出口管制合规真空延续：特朗普新规迟迟未落地，数据中心全球选址承压 https://slicast.com/article/ceb9em Slicast en 2026-10-03T21:10:00.000Z Rothschild Redburn initiates sell ratings on CoreWeave/Nebius, citing unsustainable "VC-subsidized compute demand" https://slicast.com/zh/article/ceb9em Slicast zh-cn 2026-10-03T21:10:00.000Z Rothschild Redburn对CoreWeave/Nebius双发卖出，直指"VC供血型算力需求"不可持续 https://slicast.com/article/17uorfj Slicast en 2026-10-03T21:09:00.000Z Vantage Frontier Breaks Ground: $25B/1.4GW, Stargate/OpenAI's Largest Single AI Compute Facility in Texas https://slicast.com/zh/article/17uorfj Slicast zh-cn 2026-10-03T21:09:00.000Z Vantage Frontier园区破土：$250亿/1.4GW，Stargate/OpenAI德克萨斯最大单体算力项目 https://slicast.com/ko/article/17uorfj Slicast ko 2026-10-03T21:09:00.000Z Vantage Frontier 착공: $25B/1.4GW, Stargate/OpenAI의 텍사스 최대 단일 AI 컴퓨팅 시설 https://slicast.com/article/1ys9j5b Slicast en 2026-10-03T21:08:00.000Z Jefferies: Only 50% of US data centers scheduled for 2026 are under construction; 80% of 2028 pipeline has yet to break ground. https://slicast.com/zh/article/1ys9j5b Slicast zh-cn 2026-10-03T21:08:00.000Z Jefferies：美国2026数据中心仅半数在建，2028管线80%尚未破土 https://slicast.com/ko/article/1ys9j5b Slicast ko 2026-10-03T21:08:00.000Z 제프리스: 2026년 예정 미국 데이터센터의 50%만 건설 중이며, 2028년 파이프라인의 80%는 아직 착공하지 않았다. https://slicast.com/article/ny38zs Slicast en 2026-10-03T21:07:00.000Z Bain Report: AI Market Must Generate $6 Trillion in Annual Revenue by 2031 to Support Current Infrastructure Investment Momentum https://slicast.com/zh/article/ny38zs Slicast zh-cn 2026-10-03T21:07:00.000Z Bain报告：AI市场须在2031年每年产生$6万亿收入，方能支撑当前基础设施投资惯性 https://slicast.com/ko/article/ny38zs Slicast ko 2026-10-03T21:07:00.000Z Bain Report: AI 시장은 현 인프라 투자 모멘텀을 지탱하기 위해 2031년까지 연간 $6 조 수익 창출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin enters full-scale mass production, SK Hynix/Samsung/Micron vie for 16-layer HBM4 supply contracts https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin进入全面量产，SK Hynix/Samsung/Micron争夺16层HBM4供货大单 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin 본격 양산 진입, SK Hynix/Samsung/Micron 16층 HBM4 공급 계약 놓고 경쟁 https://slicast.com/article/15ykz05 Slicast en 2026-10-03T21:05:00.000Z Analysts rank NuScale, Oklo, and GE Vernova nuclear stocks by backlog depth rather than hype, validating backlog as the credible metric for datacentre-power project viability. https://slicast.com/zh/article/15ykz05 Slicast zh-cn 2026-10-03T21:05:00.000Z 分析师按积压订单深度而非炒作对NuScale、Oklo和GE Vernova核电股进行排名,验证积压作为数据中心电力项目可行性的可信指标。 https://slicast.com/ko/article/15ykz05 Slicast ko 2026-10-03T21:05:00.000Z 분석가들은 과장이 아닌 백로그 깊이를 기준으로 NuScale, Oklo, GE Vernova 핵전력 주식을 순위 매기며, 데이터센터 전력 프로젝트 타당성의 신뢰할 수 있는 지표로 백로그를 입증했다. https://slicast.com/article/5vf9pd Slicast en 2026-10-03T21:05:00.000Z Anthropic IPO reportedly pushed to November with $2 trillion valuation target for largest IPO on record https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-10-03T21:05:00.000Z Anthropic IPO据报道或推至11月，$2万亿目标估值剑指史上最大上市 https://slicast.com/ko/article/5vf9pd Slicast ko 2026-10-03T21:05:00.000Z Anthropic IPO 11월로 미루어진 것으로 전해져, 2조 달러 밸류에이션 목표로 사상 최대 규모 IPO 달성 https://slicast.com/article/b1cma8 Slicast en 2026-10-03T21:04:00.000Z Nscale NYSE IPO countdown: $35 billion valuation, $3.36 billion convertible bonds in place, Microsoft+Anthropic anchor $88.2 billion announcement-level contracts https://slicast.com/zh/article/b1cma8 Slicast zh-cn 2026-10-03T21:04:00.000Z Nscale NYSE IPO倒计时：$350亿估值、$33.6亿可转债到位，Microsoft+Anthropic锚定$882亿声明级合同 https://slicast.com/ko/article/b1cma8 Slicast ko 2026-10-03T21:04:00.000Z Nscale NYSE IPO 카운트다운: $35 billion 기업가치 평가, $3.36 billion 전환사채 확보, Microsoft+Anthropic 앵커 $88.2 billion 공시 수준 계약 https://slicast.com/article/3g4rec Slicast en 2026-10-03T21:03:00.000Z Alphabet raised 2026 capital expenditure by approximately $15 billion to $195-205 billion, shifting toward third-party computing capacity to fill capacity gaps. https://slicast.com/zh/article/3g4rec Slicast zh-cn 2026-10-03T21:03:00.000Z Alphabet上调2026资本开支约$150亿至$1950~2050亿，转向依赖第三方算力弥补容量缺口 https://slicast.com/ko/article/3g4rec Slicast ko 2026-10-03T21:03:00.000Z Alphabet이 2026 자본 지출을 약 $15 billion 인상하여 $195-205 billion으로 확대했으며, 용량 부족을 메우기 위해 제삼자 컴퓨팅 용량으로 전환하고 있습니다. https://slicast.com/article/k7byuf Slicast en 2026-10-03T21:02:00.000Z Nebius raises GPU prices 17-21% across the board, simultaneously acquires Israeli inference-optimization startup Inferize https://slicast.com/zh/article/k7byuf Slicast zh-cn 2026-10-03T21:02:00.000Z Nebius GPU全线涨价17~21%，同步收购以色列推理优化初创Inferize https://slicast.com/ko/article/k7byuf Slicast ko 2026-10-03T21:02:00.000Z Nebius GPU 가격 17-21% 인상, 동시에 이스라엘 추론 최적화 스타트업 Inferize 인수 https://slicast.com/article/1wbyy08 Slicast en 2026-10-03T21:01:00.000Z Micron FY2026 Breaks All Records: Q4 Quarterly Revenue $54.2 Billion, Annual Revenue $133.2 Billion, +256% Year-over-Year https://slicast.com/zh/article/1wbyy08 Slicast zh-cn 2026-10-03T21:01:00.000Z Micron FY2026打破所有纪录：Q4单季营收$542亿，全年$1332亿同比+256% https://slicast.com/ko/article/1wbyy08 Slicast ko 2026-10-03T21:01:00.000Z Micron FY2026 역대 최고 성과: Q4 분기 매출 $54.2 Billion, 연간 매출 $133.2 Billion, 전년 대비 +256% https://slicast.com/article/3wt08s Slicast en 2026-10-03T20:47:35.000Z Core Scientific (CORZ) stock soars as the bitcoin-mining-turned-hosting operator announces Oklahoma datacenter facility reaching gigawatt scale. https://slicast.com/zh/article/3wt08s Slicast zh-cn 2026-10-03T20:47:35.000Z 比特币挖矿转向服务商Core Scientific (CORZ)股价飙升,该公司宣布俄克拉荷马州数据中心设施达到GW级规模。 https://slicast.com/ko/article/3wt08s Slicast ko 2026-10-03T20:47:35.000Z Core Scientific (CORZ) 주가가 비트코인 채굴 사업을 호스팅 운영으로 전환한 기업의 Oklahoma 데이터센터 시설이 기가와트 규모에 도달했다는 발표에 따라 급등했다. https://slicast.com/commentary/xai-2026-10-03 Slicast en 2026-10-03T20:26:43.197Z Why Memphis May Pause xAI's Colossus as Its GPU Count Targets 1.44 Million https://slicast.com/zh/commentary/xai-2026-10-03 Slicast zh-cn 2026-10-03T20:26:43.197Z 孟菲斯拟暂停数据中心建设，xAI Colossus年底冲刺144万枚GPU，2026年10月 https://slicast.com/brief/2026-10-04 Slicast en 2026-10-03T20:14:41.477Z Latest AI Infrastructure News: October 4, 2026 https://slicast.com/zh/brief/2026-10-04 Slicast zh-cn 2026-10-03T20:14:41.477Z AI 基础设施新闻早报 · 2026年10月4日 https://slicast.com/ko/brief/2026-10-04 Slicast ko 2026-10-03T20:14:41.477Z 최신 AI 인프라 뉴스 · 2026년 10월 4일 https://slicast.com/article/1agewgw Slicast en 2026-10-03T19:46:36.000Z Chicago Mercantile Exchange (CME) launches AI-compute pricing and futures trading, formalizing a new financial asset class for AI infrastructure capacity and enabling hedging. https://slicast.com/zh/article/1agewgw Slicast zh-cn 2026-10-03T19:46:36.000Z 芝加哥商业交易所(CME)推出AI计算定价和期货交易,将AI基础设施容量正式化为新的金融资产类别,启用套期保值。 https://slicast.com/ko/article/1agewgw Slicast ko 2026-10-03T19:46:36.000Z Chicago Mercantile Exchange (CME)는 AI 컴퓨팅 가격 책정 및 선물 거래를 출시하여 AI 인프라 용량을 위한 새로운 금융 자산 분류를 정식화하고 헤징을 가능하게 한다. https://slicast.com/article/5up7hg Slicast en 2026-10-03T19:06:00.000Z Amazon Web Services drops non-disclosure agreements on datacenter specifications, advancing industry-wide transparency in siting, capacity, and power-consumption disclosure. https://slicast.com/zh/article/5up7hg Slicast zh-cn 2026-10-03T19:06:00.000Z 亚马逊网络服务(AWS)取消了对数据中心规格的保密协议,推进数据中心选址、容量和功耗披露的行业透明度。 https://slicast.com/ko/article/5up7hg Slicast ko 2026-10-03T19:06:00.000Z Amazon Web Services가 데이터센터 사양에 관한 비공개 계약을 철회하며 데이터센터 위치, 용량, 전력 소비 공개를 통해 업계 전반의 투명성을 높입니다. https://slicast.com/article/1mk98sg Slicast en 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU) positioned as nuclear investment alternative to Oklo and NuScale for AI data center power. https://slicast.com/zh/article/1mk98sg Slicast zh-cn 2026-10-03T18:46:00.000Z Centrus Energy（纽交所：LEU）作为AI数据中心电力的核能投资选项，相比Oklo和NuScale。 https://slicast.com/ko/article/1mk98sg Slicast ko 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU)는 AI 데이터센터 전력을 위한 Oklo 및 NuScale에 대한 핵 투자 대안으로 포지셔닝됩니다. https://slicast.com/article/1x957m1 Slicast en 2026-10-03T18:20:31.000Z Cleanspark (CLSK) stock leads cryptocurrency-equities gains on market embrace of the miner-to-datacenter hosting pivot as a sustainable business model. https://slicast.com/zh/article/1x957m1 Slicast zh-cn 2026-10-03T18:20:31.000Z Cleanspark (CLSK)股价领涨加密货币类股,市场拥抱矿工向数据中心托管转变作为可持续商业模式。 https://slicast.com/ko/article/1x957m1 Slicast ko 2026-10-03T18:20:31.000Z Cleanspark (CLSK) 주식이 채굴-데이터센터 호스팅 전환을 지속 가능한 비즈니스 모델로 수용하는 시장의 움직임으로 암호화폐 및 주식 상승을 주도하고 있다. https://slicast.com/article/rxojjo Slicast en 2026-10-03T18:12:44.000Z Broadcom reportedly plans a ~$100B debt package to finance AI-infrastructure expansion, signaling massive capex into networking and switching infrastructure for hyperscaler buildout. https://slicast.com/zh/article/rxojjo Slicast zh-cn 2026-10-03T18:12:44.000Z Broadcom据报计划筹集约1000亿美元债券融资AI基础设施扩张,表明向超大规模公司建设的网络和交换基础设施大额资本支出。 https://slicast.com/ko/article/rxojjo Slicast ko 2026-10-03T18:12:44.000Z Broadcom이 AI 인프라 확대를 위해 약 $100B 규모의 채무 패키지를 추진할 계획이라고 보도되었으며, 이는 하이퍼스케일러 구축을 위한 네트워킹 및 스위칭 인프라에 대한 막대한 자본 지출을 시사합니다. https://slicast.com/article/634tc0 Slicast en 2026-10-03T17:42:17.000Z TSMC faces revenue uncertainty in 2028-29 as AI infrastructure investments face mounting pressure to demonstrate returns. https://slicast.com/zh/article/634tc0 Slicast zh-cn 2026-10-03T17:42:17.000Z TSMC在2028-29年面临收入不确定性，因为AI基础设施投资面临巨大压力以证明其回报。 https://slicast.com/ko/article/634tc0 Slicast ko 2026-10-03T17:42:17.000Z TSMC는 AI 인프라 투자가 수익을 입증해야 한다는 증가하는 압박 속에서 2028-29년 수익 불확실성에 직면하고 있습니다. https://slicast.com/article/mb2a4s Slicast en 2026-10-03T17:21:30.000Z Nvidia has taken a 9.3% stake in Nebius, a GPU-cloud provider; the company acquired a Tel Aviv-based software company and is tracking a 193% stock run into year-end. https://slicast.com/zh/article/mb2a4s Slicast zh-cn 2026-10-03T17:21:30.000Z 英伟达持有Nebius 9.3%股份；该GPU云服务商收购了特拉维夫软件公司，股价跟踪全年193%涨幅。 https://slicast.com/ko/article/mb2a4s Slicast ko 2026-10-03T17:21:30.000Z Nvidia가 GPU 클라우드 제공업체 Nebius의 9.3% 지분을 확보했으며, 동사는 Tel Aviv 기반 소프트웨어 회사를 인수했고 연말까지 주가 193% 상승을 기록하고 있습니다. https://slicast.com/article/3yzmni Slicast en 2026-10-03T16:35:53.000Z The CLARITY Act, US semiconductor competitiveness legislation, is nearing congressional passage despite concerns raised by New York's top prosecutor. https://slicast.com/zh/article/3yzmni Slicast zh-cn 2026-10-03T16:35:53.000Z 美国芯片竞争力法案《CLARITY法案》尽管面临纽约州首席检察官的担忧但即将通过。 https://slicast.com/ko/article/3yzmni Slicast ko 2026-10-03T16:35:53.000Z CLARITY Act 미국 반도체 경쟁력 법안이 뉴욕 최고 검사의 우려에도 불구하고 의회 통과가 임박했다. https://slicast.com/article/bqg1is Slicast en 2026-10-03T16:12:54.000Z Nvidia reported Q1 FY2027 revenue of $81.6 billion with 85% year-over-year growth; stock approaching $224 and $229.49 resistance levels. https://slicast.com/zh/article/bqg1is Slicast zh-cn 2026-10-03T16:12:54.000Z 英伟达报告Q1财年2027收入达816亿美元，同比增长85%；股价逼近224美元和229.49美元阻力位。 https://slicast.com/ko/article/bqg1is Slicast ko 2026-10-03T16:12:54.000Z Nvidia는 Q1 FY2027 매출 $81.6 billion을 기록했고 전년 동기 대비 85% 성장했습니다. 주가는 $224와 $229.49 저항선에 접근 중입니다. https://slicast.com/article/8iyc8 Slicast en 2026-10-03T16:11:48.000Z Nvidia's data center segment revenue grew 92% year-over-year, accelerating faster than overall company growth of 85%, driving stock momentum toward $229. https://slicast.com/zh/article/8iyc8 Slicast zh-cn 2026-10-03T16:11:48.000Z 英伟达数据中心部门同比增长92%，超过公司整体85%的增长，推动股价向229美元阻力位冲击。 https://slicast.com/ko/article/8iyc8 Slicast ko 2026-10-03T16:11:48.000Z Nvidia의 데이터센터 부문 매출은 92% 전년동기 대비 성장하며, 회사 전체 85% 성장률을 상회하는 속도로 가속화하면서 주가를 $229 방향으로 견인하고 있습니다. https://slicast.com/article/1peylte Slicast en 2026-10-03T16:05:25.000Z Goldman Sachs analyst Snider forecasts AI will drive a strong US corporate earnings season across multiple sectors. https://slicast.com/zh/article/1peylte Slicast zh-cn 2026-10-03T16:05:25.000Z 高盛分析师Snider预测AI将推动美国企业盈利季在多个部门范围内的强劲表现。 https://slicast.com/ko/article/1peylte Slicast ko 2026-10-03T16:05:25.000Z 골드만삭스 분석가 스나이더는 AI가 여러 분야의 미국 기업 실적 시즌을 견인할 것으로 전망합니다. https://slicast.com/article/1r6cx3j Slicast en 2026-10-03T15:35:30.000Z Broadcom positioned as Wall Street's favorite AI growth play through custom silicon, networking, and Tomahawk interconnect. https://slicast.com/zh/article/1r6cx3j Slicast zh-cn 2026-10-03T15:35:30.000Z Broadcom因自定义芯片、网络和Tomahawk互联产品被定位为AI增长的华尔街宠股。 https://slicast.com/ko/article/1r6cx3j Slicast ko 2026-10-03T15:35:30.000Z Broadcom은 커스텀 실리콘, 네트워킹, Tomahawk 인터커넥트를 통해 Wall Street가 가장 선호하는 AI 성장주로 포지셔닝되어 있다. https://slicast.com/article/18h8ynd Slicast en 2026-10-03T15:17:33.000Z TSMC reported $35.9 billion quarterly revenue while demand continues to outpace CoWoS and advanced-node capacity. https://slicast.com/zh/article/18h8ynd Slicast zh-cn 2026-10-03T15:17:33.000Z TSMC报告季度收入达359亿美元，同时需求继续超过CoWoS和先进工艺产能。 https://slicast.com/ko/article/18h8ynd Slicast ko 2026-10-03T15:17:33.000Z TSMC가 분기 수익 $35.9 billion을 보고했으며, 수요는 계속해서 CoWoS 및 고급 노드 용량을 상회하고 있다. https://slicast.com/article/1rwg2j7 Slicast en 2026-10-03T15:11:51.000Z Bloom Energy's solid oxide fuel cell pitch for AI data center power receives mixed Wall Street analyst reception. https://slicast.com/zh/article/1rwg2j7 Slicast zh-cn 2026-10-03T15:11:51.000Z Bloom Energy固体氧化物燃料电池作为AI数据中心电力获得华尔街分析师的混合评价。 https://slicast.com/ko/article/1rwg2j7 Slicast ko 2026-10-03T15:11:51.000Z Bloom Energy의 AI 데이터센터 전력용 고체산화물 연료전지 제안이 Wall Street 분석가들로부터 엇갈린 반응을 받고 있다. https://slicast.com/article/l6b8q5 Slicast en 2026-10-03T15:00:00.000Z Direct liquid cooling becomes essential specification for data centers running high-power AI accelerators like NVIDIA Blackwell. https://slicast.com/zh/article/l6b8q5 Slicast zh-cn 2026-10-03T15:00:00.000Z 直接液冷却对数据中心部署运行NVIDIA Blackwell等高功率AI加速器已成关键规范。 https://slicast.com/ko/article/l6b8q5 Slicast ko 2026-10-03T15:00:00.000Z NVIDIA Blackwell 같은 고성능 AI 가속기를 운영하는 데이터 센터에서 직접 액체 냉각이 필수 사양이 된다. https://slicast.com/article/139cvt6 Slicast en 2026-10-03T14:50:50.000Z Elon Musk confirms discussions with TSMC on multiple Terafab chipmaking collaboration and foundry opportunities. https://slicast.com/zh/article/139cvt6 Slicast zh-cn 2026-10-03T14:50:50.000Z 埃隆·马斯克证实与TSMC就Terafab芯片制造和代工多项合作机会的讨论。 https://slicast.com/ko/article/139cvt6 Slicast ko 2026-10-03T14:50:50.000Z 엘론 머스크가 TSMC와의 다양한 테라팹 칩 제조 협업 및 파운드리 기회에 대한 협의를 확인했다. https://slicast.com/article/1v5xnjl Slicast en 2026-10-03T14:31:26.000Z OpenAI spending $500,000 daily investigating security breach impacting internal systems and infrastructure. https://slicast.com/zh/article/1v5xnjl Slicast zh-cn 2026-10-03T14:31:26.000Z OpenAI每日支出$500,000调查影响内部系统基础设施的安全漏洞。 https://slicast.com/ko/article/1v5xnjl Slicast ko 2026-10-03T14:31:26.000Z OpenAI가 내부 시스템과 인프라에 영향을 미치는 보안 침해를 조사하기 위해 매일 $500,000을 지출하고 있다.