https://slicast.com/article/1bm2hrf Slicast en 2026-11-04T13:15:00.000Z TeraWulf has secured a Google credit backstop to support project financing for a $19 billion lease with Anthropic, and has executed a definitive EPC agreement with Fluor. https://slicast.com/zh/article/1bm2hrf Slicast zh-cn 2026-11-04T13:15:00.000Z TeraWulf已获得Google信用支持,用于为其与Anthropic签订的190亿美元租约提供项目融资支持,并已与Fluor签署正式EPC协议。 https://slicast.com/ko/article/1bm2hrf Slicast ko 2026-11-04T13:15:00.000Z TeraWulf는 Anthropic과의 190억 달러 규모 임대 계약에 대한 프로젝트 파이낸싱을 지원하기 위해 Google의 크레딧 백스톱을 확보했으며, Fluor와 확정 EPC 계약을 체결했습니다. https://slicast.com/article/1hv31ne Slicast en 2026-11-04T12:30:37.000Z Google has committed $15 billion to data center investments in Malaysia, with the spending falling in 2027 and 2028. https://slicast.com/zh/article/1hv31ne Slicast zh-cn 2026-11-04T12:30:37.000Z 谷歌承诺在马来西亚投资150亿美元建设数据中心，相关支出将集中于2027年和2028年。 https://slicast.com/ko/article/1hv31ne Slicast ko 2026-11-04T12:30:37.000Z 구글은 말레이시아 데이터센터 투자에 150억 달러를 약속했으며, 해당 지출은 2027년과 2028년에 걸쳐 이루어질 예정이다. https://slicast.com/article/v9f7wa Slicast en 2026-11-04T11:44:07.000Z Broadcom stock is reported to have gained $63 billion in AI financing backing tied to Anthropic. https://slicast.com/zh/article/v9f7wa Slicast zh-cn 2026-11-04T11:44:07.000Z 据报道，博通股价因与Anthropic相关的AI融资支持而上涨630亿美元。 https://slicast.com/ko/article/v9f7wa Slicast ko 2026-11-04T11:44:07.000Z Broadcom 주가는 Anthropic과 연계된 AI 자금 조달 규모가 630억 달러에 이른다는 보도로 상승한 것으로 전해졌다. https://slicast.com/article/uwvqmy Slicast en 2026-11-04T11:22:00.000Z Anthropic's IPO filing shows the risky financial mechanics behind its vision of massive AI compute, giving the first detailed public view of how a leading frontier lab funds its infrastructure. https://slicast.com/zh/article/uwvqmy Slicast zh-cn 2026-11-04T11:22:00.000Z Anthropic的IPO申请文件揭示了其大规模AI算力愿景背后的高风险财务机制,首次公开展现了一家领先前沿AI实验室如何为其基础设施提供资金的详细情况。 https://slicast.com/ko/article/uwvqmy Slicast ko 2026-11-04T11:22:00.000Z Anthropic의 IPO 신고서는 대규모 AI 컴퓨팅에 대한 회사의 비전 이면에 있는 위험한 재무 구조를 보여주며, 선도적인 프런티어 연구소가 인프라 자금을 어떻게 조달하는지에 대한 첫 번째 상세한 공개 자료를 제공한다. https://slicast.com/article/zstt3f Slicast en 2026-11-04T10:15:00.000Z Oracle has scrapped a $7 billion AI chip leasing deal with Tencent, reportedly under U.S. government pressure. https://slicast.com/zh/article/zstt3f Slicast zh-cn 2026-11-04T10:15:00.000Z Oracle 据报道在美国政府施压下，取消了与腾讯价值70亿美元的AI芯片租赁交易。 https://slicast.com/ko/article/zstt3f Slicast ko 2026-11-04T10:15:00.000Z Oracle, 미국 정부의 압박으로 알려진 가운데 Tencent와의 70억 달러 규모 AI 칩 임대 계약을 철회했다. https://slicast.com/article/16aynsv Slicast en 2026-11-03T21:12:00.000Z DeepSeek orders 160,000 Huawei Ascend 950DT chips for deployment in Ulanqab, Inner Mongolia, a 1GW data center; use for pretraining is disputed https://slicast.com/zh/article/16aynsv Slicast zh-cn 2026-11-03T21:12:00.000Z DeepSeek 订购 16 万片华为昇腾 950DT 于内蒙古乌兰察布部署，1GW 数据中心，预训练用途存争议 https://slicast.com/ko/article/16aynsv Slicast ko 2026-11-03T21:12:00.000Z DeepSeek, 내몽골 울란차브 소재 1GW 규모 데이터센터 배치를 위해 Huawei Ascend 950DT 칩 160,000개 주문; 사전학습 용도 사용 여부는 논란 중 https://slicast.com/article/1ypmpw2 Slicast en 2026-11-03T21:11:00.000Z Kori Nuclear Units 3 and 4 in South Korea receive life extension approval, adding 1,900MW, with startup expected in the first half of 2027. https://slicast.com/zh/article/1ypmpw2 Slicast zh-cn 2026-11-03T21:11:00.000Z 韩国古里核电 3、4 号机组获批延役，新增 1,900MW，2027 年上半年上线 https://slicast.com/ko/article/1ypmpw2 Slicast ko 2026-11-03T21:11:00.000Z 고리 3·4호기 원자력 발전소 계속운전 승인, 1,900MW 추가 공급… 2027년 상반기 재가동 예정 https://slicast.com/article/1licoom Slicast en 2026-11-03T21:10:00.000Z Ballot measures in 10 U.S. states address data center development policy; 28 of the 41 measures are restrictive, and results are being released progressively. https://slicast.com/zh/article/1licoom Slicast zh-cn 2026-11-03T21:10:00.000Z 美国 10 州选票涉及数据中心建设政策，41 项措施中 28 项为限制性，结果正陆续出炉 https://slicast.com/ko/article/1licoom Slicast ko 2026-11-03T21:10:00.000Z 미국 10개 주의 주민투표 안건이 데이터센터 개발 정책을 다루고 있으며, 41개 안건 가운데 28개가 규제 성격을 띠고 있다. 결과는 순차적으로 발표되고 있다. https://slicast.com/article/7rc07r Slicast en 2026-11-03T21:09:00.000Z Brookfield and Radiant, together with Drax, plan a £20 billion AI data centre campus in North Yorkshire, UK; Drax shares rose 8% https://slicast.com/zh/article/7rc07r Slicast zh-cn 2026-11-03T21:09:00.000Z Brookfield/Radiant 联合 Drax 在英国北约克郡规划 £200 亿 AI 数据中心园区，Drax 股价涨 8% https://slicast.com/ko/article/7rc07r Slicast ko 2026-11-03T21:09:00.000Z Brookfield와 Radiant은 Drax와 함께 영국 노스요크셔에 200억 파운드 규모의 AI 데이터센터 캠퍼스를 추진할 계획이며, 이 소식에 Drax 주가는 8% 상승했다. https://slicast.com/article/sl0183 Slicast en 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 Bandwidth Quietly Drops 13%; HGX NVL8 Falls 26%, Potentially Opening the Door for AMD Helios https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 带宽悄降 13%，HGX NVL8 降幅达 26%，AMD Helios 或乘势超越 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 대역폭 13% 하락 조용히 확인…HGX NVL8 26% 하락, AMD Helios에 기회 열릴 가능성 https://slicast.com/article/l1a10n Slicast en 2026-11-03T21:07:00.000Z Elon Musk warns that more than 200 neoclouds face a "death by small fish" shakeout as debt markets have all but shut off financing channels https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-03T21:07:00.000Z Elon Musk 警告 200 余家 neocloud 将遭"小鱼死亡"式洗牌，债市已几乎关闭融资渠道 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-03T21:07:00.000Z Elon Musk는 자금 조달 경로가 사실상 막히면서 200여 개 이상의 네오클라우드가 "작은 물고기에 의한 죽음(death by small fish)"이라는 도태 국면에 직면할 것이라고 경고했다. https://slicast.com/article/1hpta94 Slicast en 2026-11-03T21:05:00.000Z Nebius Q3 earnings also on November 10: Q2 revenue of $582 million (up 454% YoY), Q3 guidance of $906 million https://slicast.com/zh/article/1hpta94 Slicast zh-cn 2026-11-03T21:05:00.000Z Nebius Q3 财报同在 11 月 10 日：Q2 营收 $5.82 亿（同比+454%），Q3 预期 $9.06 亿 https://slicast.com/ko/article/1hpta94 Slicast ko 2026-11-03T21:05:00.000Z Nebius 3분기 실적도 11월 10일 발표 예정: 2분기 매출 5억 8,200만 달러(전년 대비 454% 증가), 3분기 가이던스 9억 600만 달러 https://slicast.com/article/xzo0ry Slicast en 2026-11-03T21:04:00.000Z IREN Climbs Against the Trend Ahead of Q1 Earnings on Nov. 5, Seen as Key Test for Neocloud Divergence https://slicast.com/zh/article/xzo0ry Slicast zh-cn 2026-11-03T21:04:00.000Z IREN 逆势冲高，明日（11/5）Q1 财报将成 neocloud 分化关键检验 https://slicast.com/ko/article/xzo0ry Slicast ko 2026-11-03T21:04:00.000Z IREN, 11월 5일 1분기 실적 발표를 앞두고 역행 상승, 네오클라우드 간 차별화의 핵심 시험대로 주목 https://slicast.com/article/178a2ag Slicast en 2026-11-03T21:02:00.000Z CoreWeave Hits Record Low Since Nasdaq Listing, Down 44% Month-to-Date to $49.92; Q3 Earnings Due November 10 https://slicast.com/zh/article/178a2ag Slicast zh-cn 2026-11-03T21:02:00.000Z CoreWeave 创 Nasdaq 上市以来历史新低，月跌 44% 至 $49.92，Q3 财报 11 月 10 日揭盅 https://slicast.com/ko/article/178a2ag Slicast ko 2026-11-03T21:02:00.000Z CoreWeave, 나스닥 상장 이후 최저치 경신…월초 대비 44% 하락한 49.92달러; 3분기 실적 발표는 11월 10일 https://slicast.com/article/qnfg30 Slicast en 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex of $45.2 billion came in below expectations, while Nadella dismissed neocloud as "not a business," and the sector was hit by a double blow. https://slicast.com/zh/article/qnfg30 Slicast zh-cn 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex $452 亿低于预期，Nadella 直斥 neocloud"不是门生意"，板块遭双重打击 https://slicast.com/ko/article/qnfg30 Slicast ko 2026-11-03T21:01:00.000Z Microsoft 27회계연도 1분기 설비투자(capex)는 452억 달러로 시장 예상을 밑돌았으며, 나델라 CEO는 네오클라우드를 "사업이 아니다"라고 일축했다. 이에 업계는 이중 악재에 직면했다. https://slicast.com/commentary/huawei-2026-11-03 Slicast en 2026-11-03T20:59:43.255Z Huawei Ascend vs Nvidia: China AI Chip Market Share, November 2026 https://slicast.com/zh/commentary/huawei-2026-11-03 Slicast zh-cn 2026-11-03T20:59:43.255Z 华为昇腾与英伟达：中国AI芯片市场份额对比，2026年11月 https://slicast.com/commentary/tensorwave-2026-11-03 Slicast en 2026-11-03T20:43:46.537Z TensorWave–Fermi $6.5B Lease Misses Closing Deadline, November 2026 https://slicast.com/zh/commentary/tensorwave-2026-11-03 Slicast zh-cn 2026-11-03T20:43:46.537Z TensorWave与Fermi 65亿美元租约错过交割截止日，2026年11月 https://slicast.com/commentary/terawulf-2026-11-03 Slicast en 2026-11-03T20:37:51.692Z TeraWulf (WULF): Credit Expansion and 1 GW Muskie Build-Out, November 2026 https://slicast.com/zh/commentary/terawulf-2026-11-03 Slicast zh-cn 2026-11-03T20:37:51.692Z TeraWulf（WULF）：信贷额度扩张与Muskie园区1吉瓦建设，2026年11月 https://slicast.com/commentary/bloom-energy-2026-11-03 Slicast en 2026-11-03T20:28:35.709Z Bloom Energy AI Data Center Power Deals, November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-03 Slicast zh-cn 2026-11-03T20:28:35.709Z Bloom Energy AI数据中心供电协议，2026年11月 https://slicast.com/commentary/applied-digital-2026-11-03 Slicast en 2026-11-03T20:17:11.381Z Applied Digital APLD: $36B Contract Backlog vs. Financing Pressure, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-03 Slicast zh-cn 2026-11-03T20:17:11.381Z Applied Digital APLD：360亿美元合同储备与融资压力之争，2026年11月 https://slicast.com/brief/2026-11-04 Slicast en 2026-11-03T20:08:22.620Z Latest AI Infrastructure News: November 4, 2026 https://slicast.com/zh/brief/2026-11-04 Slicast zh-cn 2026-11-03T20:08:22.620Z AI 基础设施新闻早报 · 2026年11月4日 https://slicast.com/ko/brief/2026-11-04 Slicast ko 2026-11-03T20:08:22.620Z 최신 AI 인프라 뉴스 · 2026년 11월 4일 https://slicast.com/article/1fyppff Slicast en 2026-11-03T19:47:34.000Z Futurism reports that OpenAI wants to change the name of its data centers, though the proposed new name is not stated in the available text. https://slicast.com/zh/article/1fyppff Slicast zh-cn 2026-11-03T19:47:34.000Z Futurism报道称，OpenAI希望更改其数据中心的名称，但现有文本未说明拟定的新名称。 https://slicast.com/ko/article/1fyppff Slicast ko 2026-11-03T19:47:34.000Z OpenAI가 데이터센터의 명칭을 바꾸려 한다고 Futurism이 보도했다. 다만 제안된 새 명칭은 현재 확인 가능한 텍스트에 나와 있지 않다. https://slicast.com/article/1dod33b Slicast en 2026-11-03T19:46:46.000Z Hyperion Research reports nearly 20% growth in the HPC and AI-for-Science server market, with Dell taking the lead from HPE in its latest on-premises server revenue update. https://slicast.com/zh/article/1dod33b Slicast zh-cn 2026-11-03T19:46:46.000Z Hyperion Research报告称，高性能计算与面向科学的人工智能服务器市场增长近20%，在其最新的本地部署服务器收入更新中，Dell已超越HPE位居第一。 https://slicast.com/ko/article/1dod33b Slicast ko 2026-11-03T19:46:46.000Z Hyperion Research는 HPC 및 AI-for-Science 서버 시장이 거의 20% 성장했다고 발표했으며, 최신 온프레미스 서버 매출 업데이트에서 Dell이 HPE를 제치고 선두에 올랐다. https://slicast.com/article/5p6wlo Slicast en 2026-11-03T18:43:11.000Z TrendForce says Marvell's buy of Lumentum threatens Broadcom's lead in AI optics. https://slicast.com/zh/article/5p6wlo Slicast zh-cn 2026-11-03T18:43:11.000Z 集邦咨询（TrendForce）称，迈威尔收购Lumentum将威胁博通在人工智能光学领域的领先地位。 https://slicast.com/ko/article/5p6wlo Slicast ko 2026-11-03T18:43:11.000Z TrendForce에 따르면 Marvell의 Lumentum 인수는 AI 광학 부문에서 Broadcom의 선두 지위를 위협하고 있다. https://slicast.com/article/1dj92pn Slicast en 2026-11-03T18:30:42.000Z Adelaide Now reports a 'shock shift' is paving the way for a South Australian nuclear power push, with no further details in the available text. https://slicast.com/zh/article/1dj92pn Slicast zh-cn 2026-11-03T18:30:42.000Z Adelaide Now报道称，一次突然转向正在为南澳大利亚的核电推进铺路，现有文本未提供更多细节。 https://slicast.com/ko/article/1dj92pn Slicast ko 2026-11-03T18:30:42.000Z Adelaide Now은 "충격적 전환"이 남호주 원자력 발전 추진의 길을 열고 있다고 보도했으나, 현재 이용 가능한 텍스트에는 추가 세부 내용이 없다. https://slicast.com/article/q67zc4 Slicast en 2026-11-03T18:20:21.000Z TIKR.com cites a $1.5 trillion gap between hyperscalers' AI spending and their cash generation. https://slicast.com/zh/article/q67zc4 Slicast zh-cn 2026-11-03T18:20:21.000Z TIKR.com援引1.5万亿美元的缺口，指出超大规模云服务商的人工智能支出与其现金流之间存在差距。 https://slicast.com/ko/article/q67zc4 Slicast ko 2026-11-03T18:20:21.000Z TIKR.com은 하이퍼스케일러들의 AI 투자 지출과 현금 창출 능력 사이에 1조 5천억 달러의 격차가 있다고 밝혔다. https://slicast.com/article/1f0exr2 Slicast en 2026-11-03T18:16:37.000Z Dan Niles warns that Micron's real risk is China's CXMT targeting 20% by 2028, according to TIKR.com. https://slicast.com/zh/article/1f0exr2 Slicast zh-cn 2026-11-03T18:16:37.000Z Dan Niles警告称，美光的真正风险在于中国的长鑫存储（CXMT）目标在2028年达到20%的份额，相关报道来自TIKR.com。 https://slicast.com/ko/article/1f0exr2 Slicast ko 2026-11-03T18:16:37.000Z Dan Niles는 TIKR.com을 인용해, Micron의 실질적 위험은 중국 CXMT가 2028년까지 20% 점유율을 목표로 하고 있다는 점이라고 경고했다. https://slicast.com/article/2yczg8 Slicast en 2026-11-03T18:13:20.000Z Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure https://slicast.com/zh/article/2yczg8 Slicast zh-cn 2026-11-03T18:13:20.000Z Tower Semiconductor与Innolight推进面向AI基础设施的高性能近封装光学技术 https://slicast.com/ko/article/2yczg8 Slicast ko 2026-11-03T18:13:20.000Z Tower Semiconductor, Innolight, AI 인프라를 위한 고성능 니어 패키지 광학 기술 발전 추진 https://slicast.com/article/1oui1za Slicast en 2026-11-03T18:12:04.000Z Supermicro will build and sell AI inference systems powered by SambaNova, according to Unite.AI. https://slicast.com/zh/article/1oui1za Slicast zh-cn 2026-11-03T18:12:04.000Z Supermicro将建造并销售由SambaNova驱动的人工智能推理系统，相关报道来自Unite.AI。 https://slicast.com/ko/article/1oui1za Slicast ko 2026-11-03T18:12:04.000Z Supermicro, Unite.AI에 따르면 SambaNova 기반의 AI 추론 시스템을 설계하고 판매할 예정이다. https://slicast.com/article/1m377pv Slicast en 2026-11-03T18:11:15.000Z An AI CEO warns that Chinese labs could use free models to 'start selling chips' against Nvidia, according to TIKR.com. https://slicast.com/zh/article/1m377pv Slicast zh-cn 2026-11-03T18:11:15.000Z 一位人工智能公司CEO警告称，中国实验室可能借助免费模型开始销售芯片，与英伟达展开竞争，相关报道来自TIKR.com。 https://slicast.com/ko/article/1m377pv Slicast ko 2026-11-03T18:11:15.000Z AI CEO가 중국 연구소들이 무료 모델을 활용해 Nvidia에 맞서 "칩 판매에 나설" 수 있다고 경고했다고 TIKR.com이 보도했다. https://slicast.com/article/qr92hr Slicast en 2026-11-03T18:05:56.000Z Coinpaper reports that Nvidia has reportedly ordered its AI data center partners to reduce their China exposure. https://slicast.com/zh/article/qr92hr Slicast zh-cn 2026-11-03T18:05:56.000Z Coinpaper报道称，英伟达据报道已要求其人工智能数据中心合作伙伴降低在中国的业务敞口。 https://slicast.com/ko/article/qr92hr Slicast ko 2026-11-03T18:05:56.000Z Coinpaper는 엔비디아가 AI 데이터센터 파트너사들에게 중국 관련 노출을 줄이라고 지시한 것으로 전해졌다고 보도했다. https://slicast.com/article/fzokpw Slicast en 2026-11-03T18:00:00.000Z TheStreet reports that Nvidia's new 51% rule could shut China's backdoor route to AI chips, although the text does not describe the exact test behind the rule. https://slicast.com/zh/article/fzokpw Slicast zh-cn 2026-11-03T18:00:00.000Z TheStreet报道称，英伟达的新'51%'规则可能切断中国获取人工智能芯片的后门渠道。 https://slicast.com/ko/article/fzokpw Slicast ko 2026-11-03T18:00:00.000Z TheStreet은 Nvidia의 새로운 51% 규정이 중국의 AI 칩 우회 경로를 차단할 수 있다고 보도했으나, 해당 규정의 구체적인 판단 기준은 기사에 설명되어 있지 않다. https://slicast.com/article/q5jcii Slicast en 2026-11-03T18:00:00.000Z OilPrice.com reports that Brazil's data-center push hinges on gas rules, grid access and a new Congress. https://slicast.com/zh/article/q5jcii Slicast zh-cn 2026-11-03T18:00:00.000Z OilPrice.com报道称，巴西数据中心的推进取决于天然气规则、电网接入以及新一届国会。 https://slicast.com/ko/article/q5jcii Slicast ko 2026-11-03T18:00:00.000Z 브라질의 데이터센터 확대는 가스 규제, 전력망 접근성, 그리고 새로운 의회 구성에 달려 있다고 OilPrice.com이 보도했다. https://slicast.com/article/qo62d5 Slicast en 2026-11-03T17:50:51.000Z Morgan Stanley sees US data center costs climbing to $49B per gigawatt. https://slicast.com/zh/article/qo62d5 Slicast zh-cn 2026-11-03T17:50:51.000Z 摩根士丹利预计，美国数据中心的建设成本将升至每吉瓦490亿美元。 https://slicast.com/ko/article/qo62d5 Slicast ko 2026-11-03T17:50:51.000Z Morgan Stanley는 미국 데이터센터 비용이 기가와트당 490억 달러까지 상승할 것으로 내다봤다. https://slicast.com/article/kv51x2 Slicast en 2026-11-03T17:38:12.000Z OpenAI has introduced the Grid Protectors Program, though the available text does not describe its terms. https://slicast.com/zh/article/kv51x2 Slicast zh-cn 2026-11-03T17:38:12.000Z OpenAI推出了Grid Protectors Program，现有文本未说明其具体条款。 https://slicast.com/ko/article/kv51x2 Slicast ko 2026-11-03T17:38:12.000Z OpenAI가 Grid Protectors Program을 도입했지만, 제공된 텍스트에는 그 조건이 설명되어 있지 않습니다. https://slicast.com/article/14jn5vn Slicast en 2026-11-03T17:28:17.000Z California Resources and Bloom Energy eye 1GW of fuel cells across California to power data centers and other offtakers, and intend to couple the systems with carbon capture and storage. https://slicast.com/zh/article/14jn5vn Slicast zh-cn 2026-11-03T17:28:17.000Z California Resources与Bloom Energy计划在加州部署1吉瓦燃料电池，为数据中心及其他用电方供电，并拟将系统与碳捕集与封存相结合。 https://slicast.com/ko/article/14jn5vn Slicast ko 2026-11-03T17:28:17.000Z California Resources와 Bloom Energy는 데이터센터 및 기타 전력 수요처에 전력을 공급하기 위해 캘리포니아 전역에 1GW 규모의 연료전지를 구축하는 것을 목표로 하고 있으며, 이 시스템을 탄소 포집·저장(CCS)과 연계할 계획이다. https://slicast.com/article/cwz302 Slicast en 2026-11-03T17:26:06.000Z Data Center Knowledge says Trump's onsite power push highlights that most AI data centers will likely need hybrid energy strategies rather than fully off-grid designs. https://slicast.com/zh/article/cwz302 Slicast zh-cn 2026-11-03T17:26:06.000Z Data Center Knowledge指出，特朗普推动的现场供电政策表明，大多数人工智能数据中心可能需要混合能源策略，而非完全脱离电网的设计。 https://slicast.com/ko/article/cwz302 Slicast ko 2026-11-03T17:26:06.000Z Data Center Knowledge에 따르면, 트럼프 행정부의 현장 전력 확보 추진은 대부분의 AI 데이터센터가 완전한 오프그리드 설계보다는 하이브리드 에너지 전략을 채택해야 할 가능성이 높다는 점을 부각하고 있다. https://slicast.com/article/lpzdj1 Slicast en 2026-11-03T17:25:59.000Z Samsung SDS has broken ground on its Gumi AI Data Center in South Korea, which will eventually offer 120MW. https://slicast.com/zh/article/lpzdj1 Slicast zh-cn 2026-11-03T17:25:59.000Z 三星SDS已在韩国Gumi动工建设Gumi AI Data Center，该设施最终将提供120兆瓦容量。 https://slicast.com/ko/article/lpzdj1 Slicast ko 2026-11-03T17:25:59.000Z Samsung SDS가 한국 구미에서 AI 데이터센터 착공에 들어갔으며, 완공 시 120MW 규모의 용량을 제공할 예정이다. https://slicast.com/article/174n1n8 Slicast en 2026-11-03T17:16:00.000Z Fireworks is expanding its European capacity with NVIDIA Vera Rubin and Grace Blackwell Platforms. https://slicast.com/zh/article/174n1n8 Slicast zh-cn 2026-11-03T17:16:00.000Z Fireworks 正在扩充其欧洲算力容量，将部署英伟达的 Vera Rubin 与 Grace Blackwell 平台。 https://slicast.com/ko/article/174n1n8 Slicast ko 2026-11-03T17:16:00.000Z Fireworks, NVIDIA Vera Rubin 및 Grace Blackwell 플랫폼을 활용해 유럽 내 생성형 AI 처리 역량을 확대하고 있다. https://slicast.com/article/1y3m4j3 Slicast en 2026-11-03T17:09:40.000Z According to Sharecast.com, a strategic partnership has been struck for a GW-scale data centre. https://slicast.com/zh/article/1y3m4j3 Slicast zh-cn 2026-11-03T17:09:40.000Z 据 Sharecast.com 报道，一项针对吉瓦级数据中心的战略合作伙伴关系已经达成。 https://slicast.com/ko/article/1y3m4j3 Slicast ko 2026-11-03T17:09:40.000Z Sharecast.com에 따르면, GW 규모 데이터센터를 위한 전략적 파트너십이 체결되었다. https://slicast.com/article/1jzkh92 Slicast en 2026-11-03T17:00:39.000Z ECL CSC1, a 35MW AI data center in Northern California, is fully leased as inference-scale colocation demand outpaces grid-connected development. https://slicast.com/zh/article/1jzkh92 Slicast zh-cn 2026-11-03T17:00:39.000Z 位于北加利福尼亚州的 ECL CSC1 是一座 35兆瓦的人工智能数据中心，已全部租出，推理规模的主机托管需求超过了并网开发的速度。 https://slicast.com/ko/article/1jzkh92 Slicast ko 2026-11-03T17:00:39.000Z ECL CSC1은 북부 캘리포니아에 위치한 35MW 규모의 AI 데이터센터로, 추론 규모 colocation 수요가 계통 연계 개발 속도를 앞지르면서 전량 임대된 상태다. https://slicast.com/article/n0u6l Slicast en 2026-11-03T17:00:00.000Z Former FERC Chairman Mark Christie argues the Senate permitting bill holds promise but needs targeted amendments to limit the consequences of its overreaching provisions. https://slicast.com/zh/article/n0u6l Slicast zh-cn 2026-11-03T17:00:00.000Z 前 FERC 主席 Mark Christie 认为，参议院审批改革法案有其价值，但需要进行针对性修订，以减轻其过度扩张条款的负面影响。 https://slicast.com/ko/article/n0u6l Slicast ko 2026-11-03T17:00:00.000Z 전 FERC 위원장 마크 크리스티는 상원의 허가 법안이 가능성을 지니고 있으나, 과도하게 광범위한 조항의 파급력을 제한하려면 표적화된 수정이 필요하다고 주장했다. https://slicast.com/article/1iz5y0y Slicast en 2026-11-03T16:49:41.000Z OpenAI has rebranded its data centers as 'Compute Campuses'. https://slicast.com/zh/article/1iz5y0y Slicast zh-cn 2026-11-03T16:49:41.000Z OpenAI 已将其数据中心更名为“Compute Campuses”。 https://slicast.com/ko/article/1iz5y0y Slicast ko 2026-11-03T16:49:41.000Z OpenAI는 데이터센터의 명칭을 'Compute Campuses'로 변경했다. https://slicast.com/article/1kqyndi Slicast en 2026-11-03T16:38:23.000Z Aramco has acquired a 49% stake in Humain, with Saudi Arabia's PIF retaining 51%. https://slicast.com/zh/article/1kqyndi Slicast zh-cn 2026-11-03T16:38:23.000Z 沙特阿美收购了沙特 Humain 的 49% 股权，PIF 保留 51% 股份。 https://slicast.com/ko/article/1kqyndi Slicast ko 2026-11-03T16:38:23.000Z Aramco가 Humain의 지분 49%를 인수했으며, 사우디아라비아 PIF는 51%를 보유하고 있다. https://slicast.com/article/1kzanis Slicast en 2026-11-03T16:37:54.000Z An analysis finds Smartbird, the former Allbirds shoe brand that pivoted to an AI neocloud, is now worth less than before, as its two rebrands produced only temporary stock boosts. https://slicast.com/zh/article/1kzanis Slicast zh-cn 2026-11-03T16:37:54.000Z 一项分析发现，由 Allbirds 鞋履品牌转型而来的 Smartbird 如今市值已低于转型前，两次更名带来的股价提振均为暂时性的。 https://slicast.com/ko/article/1kzanis Slicast ko 2026-11-03T16:37:54.000Z Smartbird(전 Allbirds 신발 브랜드로, AI 네오클라우드 사업으로 전환)의 기업가치가 이전보다 낮아졌다는 분석이 나왔다. 두 차례의 리브랜딩은 일시적인 주가 상승만 가져왔을 뿐이라는 평가다. https://slicast.com/article/qx83z7 Slicast en 2026-11-03T16:33:20.000Z E2E Networks has launched Blaze, a pay-per-token AI inference service on India's Sovereign AI Factory. https://slicast.com/zh/article/qx83z7 Slicast zh-cn 2026-11-03T16:33:20.000Z E2E Networks 推出了 Blaze，在印度的 Sovereign AI Factory 上提供按词元计费的人工智能推理服务。 https://slicast.com/ko/article/qx83z7 Slicast ko 2026-11-03T16:33:20.000Z E2E Networks가 인도의 Sovereign AI Factory에서 종량제 토큰 방식의 AI 추론 서비스 Blaze를 출시했다. https://slicast.com/article/1lntstq Slicast en 2026-11-03T16:32:27.000Z Nvidia is moving to restrict China's access to AI computing as the US-China tech rivalry intensifies. https://slicast.com/zh/article/1lntstq Slicast zh-cn 2026-11-03T16:32:27.000Z 英伟达正采取措施限制中国获取人工智能算力，美中科技竞争持续加剧。 https://slicast.com/ko/article/1lntstq Slicast ko 2026-11-03T16:32:27.000Z 엔비디아는 미·중 기술 경쟁이 심화되는 가운데 중국의 AI 컴퓨팅 접근을 제한하는 방안을 추진하고 있다. https://slicast.com/article/1f77h65 Slicast en 2026-11-03T16:30:00.000Z A chip smuggler describes how a single loophole lets banned South Korean RAM reach China's AI labs. https://slicast.com/zh/article/1f77h65 Slicast zh-cn 2026-11-03T16:30:00.000Z 一名芯片走私者披露，一个漏洞使受禁的韩国内存产品流入了中国的人工智能实验室。 https://slicast.com/ko/article/1f77h65 Slicast ko 2026-11-03T16:30:00.000Z 밀수업자가 단 하나의 허점을 통해 수출이 금지된 한국산 RAM이 중국 AI 연구소에 전달되는 방식을 설명하고 있다. https://slicast.com/article/1up5buh Slicast en 2026-11-03T16:29:00.000Z Putin has allowed Russian companies to use foreign data centers after Ukraine drone strikes, while Russian data center firms are ordered to reserve capacity for government departments. https://slicast.com/zh/article/1up5buh Slicast zh-cn 2026-11-03T16:29:00.000Z 普京允许俄罗斯企业在乌克兰无人机袭击后使用境外数据中心，同时要求俄罗斯数据中心企业为政府部门预留容量。 https://slicast.com/ko/article/1up5buh Slicast ko 2026-11-03T16:29:00.000Z 푸틴 대통령은 우크라이나의 드론 공격 이후 러시아 기업들이 해외 데이터센터를 이용할 수 있도록 허용했으며, 동시에 러시아 데이터센터 기업들에게는 정부 부처를 위한 용량을 우선 확보하도록 명령했다. https://slicast.com/article/19cd8cr Slicast en 2026-11-03T16:27:03.000Z OpenAI has launched a 'Grid Protectors Program' to cut data center electricity demand when the US grid is under strain. https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-03T16:27:03.000Z OpenAI 推出了“Grid Protectors Program”，在美国电网承压时减少数据中心的用电需求。 https://slicast.com/ko/article/19cd8cr Slicast ko 2026-11-03T16:27:03.000Z OpenAI가 미국 전력망에 부하가 걸릴 때 데이터센터의 전력 수요를 줄이기 위한 'Grid Protectors Program'을 출시했다. https://slicast.com/article/1atl966 Slicast en 2026-11-03T16:26:04.000Z Global AI Accelerator Market - 2026 Edition: Size, Share, https://slicast.com/zh/article/1atl966 Slicast zh-cn 2026-11-03T16:26:04.000Z 全球AI加速器市场——2026版:规模、份额, https://slicast.com/ko/article/1atl966 Slicast ko 2026-11-03T16:26:04.000Z Global AI Accelerator Market - 2026 Edition: Size, Share, Translation of the title, with the trailing comma left as in the source: 글로벌 AI 가속기 시장 - 2026년 에디션: 규모, 점유율, https://slicast.com/article/ima5m6 Slicast en 2026-11-03T16:26:00.000Z Northwestern State University hosted an Applied Digital representative for a briefing on construction of the Boyce data center. https://slicast.com/zh/article/ima5m6 Slicast zh-cn 2026-11-03T16:26:00.000Z Northwestern State University 接待了 Applied Digital 代表，就 Boyce 数据中心的建设情况举行了说明会。 https://slicast.com/ko/article/ima5m6 Slicast ko 2026-11-03T16:26:00.000Z Northwestern State University는 Boyce 데이터센터 건설에 관한 브리핑을 위해 Applied Digital의 담당자를 초청했다. https://slicast.com/article/1jljkxo Slicast en 2026-11-03T16:23:01.000Z Core Scientific's data center in Denton faces TCEQ violations over air-quality emissions. https://slicast.com/zh/article/1jljkxo Slicast zh-cn 2026-11-03T16:23:01.000Z Core Scientific 位于 Denton 的数据中心因空气质量排放问题面临 TCEQ 违规指控。 https://slicast.com/ko/article/1jljkxo Slicast ko 2026-11-03T16:23:01.000Z Core Scientific의 Denton 데이터센터가 대기질 배출과 관련해 TCEQ 위반 혐의에 직면해 있다. https://slicast.com/article/10zccrt Slicast en 2026-11-03T16:14:30.000Z Canada has joined the EuroHPC JU initiative, becoming its 39th participating state. https://slicast.com/zh/article/10zccrt Slicast zh-cn 2026-11-03T16:14:30.000Z 加拿大加入了 EuroHPC JU 计划，成为该计划的第 39 个参与国。 https://slicast.com/ko/article/10zccrt Slicast ko 2026-11-03T16:14:30.000Z 캐나다가 EuroHPC JU 이니셔티브에 가입하며 39번째 참여국이 되었다. https://slicast.com/article/9zd2wd Slicast en 2026-11-03T16:11:40.000Z A feature takes an inside look at the engineering of SambaNova's SN50 for AI inference. https://slicast.com/zh/article/9zd2wd Slicast zh-cn 2026-11-03T16:11:40.000Z 一篇专题文章深入解析了 SambaNova 的 SN50 在人工智能推理方面的工程设计。 https://slicast.com/ko/article/9zd2wd Slicast ko 2026-11-03T16:11:40.000Z SambaNova의 AI 추론용 SN50 칩 엔지니어링을 내부 시각에서 조명하는 특집 기사다. https://slicast.com/article/lo826k Slicast en 2026-11-03T16:07:37.000Z TerraVolt has moved from an option to a full acquisition of a 1,077-acre site in Cassia County, Idaho, to develop a 240 MW gas-powered, behind-the-meter data center campus. https://slicast.com/zh/article/lo826k Slicast zh-cn 2026-11-03T16:07:37.000Z TerraVolt已将其在爱达荷州卡西亚县1077英亩地块上的期权转为正式收购，拟在此建设一座240兆瓦、以燃气发电为主的现场自供电数据中心园区。 https://slicast.com/ko/article/lo826k Slicast ko 2026-11-03T16:07:37.000Z TerraVolt는 아이다호주 캐시아 카운티에 위치한 1,077에이커 부지에 대한 선택권 계약에서 전면 인수로 전환했으며, 이 부지에 240 MW 규모의 가스발전 기반 후면측(behind-the-meter) 데이터센터 캠퍼스를 개발할 계획이다. https://slicast.com/article/sy8g1g Slicast en 2026-11-03T16:06:58.000Z Putin signed a decree requiring non-state data centers to reserve 10 percent of their capacity for government use, as the Russian state seeks to expand its presence while data centers come under attac https://slicast.com/zh/article/sy8g1g Slicast zh-cn 2026-11-03T16:06:58.000Z 普京签署法令，要求非国有数据中心将10%的容量预留给政府使用；与此同时，在数据中心遭受攻击的背景下，俄罗斯国家正寻求扩大其影响力。 https://slicast.com/ko/article/sy8g1g Slicast ko 2026-11-03T16:06:58.000Z 러시아 대통령 푸틴이 비국영 데이터센터가 용량의 10%를 정부 사용을 위해 확보하도록 규정하는 법령에 서명했다. 데이터센터가 공격받는 가운데 러시아 국가가 자신의 영향력을 확대하려는 움직임이다. https://slicast.com/article/1je1619 Slicast en 2026-11-03T16:00:45.000Z AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It https://slicast.com/zh/article/1je1619 Slicast zh-cn 2026-11-03T16:00:45.000Z AI正在改变半导体晶圆厂的运作方式,工程师因此推进速度更快 https://slicast.com/ko/article/1je1619 Slicast ko 2026-11-03T16:00:45.000Z AI가 반도체 팹의 작업 방식을 바꾸고 있으며, 엔지니어들은 이에 힘입어 더 빠르게 움직이고 있다 https://slicast.com/article/cd2ecy Slicast en 2026-11-03T16:00:00.000Z The Information reports on how Nvidia uses its 'soft power' to influence customers and shape policy. https://slicast.com/zh/article/cd2ecy Slicast zh-cn 2026-11-03T16:00:00.000Z 据The Information报道，英伟达如何运用“软实力”影响客户并左右政策制定。 https://slicast.com/ko/article/cd2ecy Slicast ko 2026-11-03T16:00:00.000Z The Information는 Nvidia가 고객에게 영향력을 행사하고 정책을 형성하기 위해 '소프트 파워'를 어떻게 활용하는지 보도했다. https://slicast.com/article/1hs39ig Slicast en 2026-11-03T15:58:06.000Z Fireworks has contracted 5MW of Nvidia Blackwell Ultra capacity hosted at Era4's Chesterfield data center in the UK. https://slicast.com/zh/article/1hs39ig Slicast zh-cn 2026-11-03T15:58:06.000Z Fireworks已签约，将在Era4位于英国切斯特菲尔德的数据中心托管5兆瓦的英伟达Blackwell Ultra算力。 https://slicast.com/ko/article/1hs39ig Slicast ko 2026-11-03T15:58:06.000Z Fireworks는 영국 Era4의 Chesterfield 데이터센터에 위치한 5MW 규모의 Nvidia Blackwell Ultra 용량을 계약했다. https://slicast.com/article/1eprvyc Slicast en 2026-11-03T15:56:51.000Z OpenAI introduced the Grid Protectors Program, which applies load shedding, a technique used on power grids since the 1970s, to data centers to cut AI energy demand during peak hours. https://slicast.com/zh/article/1eprvyc Slicast zh-cn 2026-11-03T15:56:51.000Z OpenAI推出“Grid Protectors Program”计划，将自20世纪70年代起已在电网中应用的负荷切除技术引入数据中心，以在用电高峰时段降低AI算力的能源需求。 https://slicast.com/ko/article/1eprvyc Slicast ko 2026-11-03T15:56:51.000Z OpenAI는 Grid Protectors Program을 도입했습니다. 이 프로그램은 1970년대부터 전력망에서 사용되어 온 부하 차단(load shedding) 기법을 데이터센터에 적용해, 피크 시간대의 AI 에너지 수요를 줄이는 것을 목표로 합니다. https://slicast.com/article/eywgkc Slicast en 2026-11-03T15:39:00.000Z Equinix has raised its 2026 guidance for a third time, drawing renewed investor attention to the stock. https://slicast.com/zh/article/eywgkc Slicast zh-cn 2026-11-03T15:39:00.000Z Equinix今年第三次上调2026年业绩指引，股价再度受到投资者关注。 https://slicast.com/ko/article/eywgkc Slicast ko 2026-11-03T15:39:00.000Z Equinix가 2026년 가이던스를 세 번째 상향 조정하면서 투자자들의 관심이 다시 주식으로 쏠리고 있다. https://slicast.com/article/c42j3b Slicast en 2026-11-03T15:37:52.000Z OpenAI wants its data centers called 'compute campuses' as voter opposition to such facilities reaches 73 percent. https://slicast.com/zh/article/c42j3b Slicast zh-cn 2026-11-03T15:37:52.000Z OpenAI希望将其数据中心称为“算力园区”，而选民对此类设施的反对率已升至73%。 https://slicast.com/ko/article/c42j3b Slicast ko 2026-11-03T15:37:52.000Z OpenAI는 유권자들의 데이터센터 반대 여론이 73%에 이르면서, 자사 데이터센터를 '컴퓨팅 캠퍼스'로 불러 달라고 요청하고 있다. https://slicast.com/article/1obxxiy Slicast en 2026-11-03T15:28:47.000Z Supermicro will build AI inference racks using SambaNova chips. https://slicast.com/zh/article/1obxxiy Slicast zh-cn 2026-11-03T15:28:47.000Z 超微电脑（Supermicro）将采用SambaNova芯片打造AI推理机架。 https://slicast.com/ko/article/1obxxiy Slicast ko 2026-11-03T15:28:47.000Z Supermicro will build AI inference racks using SambaNova chips. Wait, let me correct that: the translation is below. 슈퍼마이크로는 SambaNova 칩을 사용해 AI 추론 랙을 제작할 예정이다. https://slicast.com/article/b8iwuh Slicast en 2026-11-03T15:20:27.000Z Intel says its 14A process technology is approaching production, with PDK 0.9 now available and reaching expected performance and yield maturity. https://slicast.com/zh/article/b8iwuh Slicast zh-cn 2026-11-03T15:20:27.000Z 英特尔表示，其14A工艺技术已逼近量产，工艺设计套件0.9版现已开放，性能与良率达到预期的成熟水平。 https://slicast.com/ko/article/b8iwuh Slicast ko 2026-11-03T15:20:27.000Z Intel는 14A 공정 기술이 양산 단계에 근접했다고 밝혔으며, PDK 0.9가 현재 제공되고 있고 예상 성능과 수율 성숙도에 도달했다고 말했다. https://slicast.com/article/hvf87q Slicast en 2026-11-03T15:20:00.000Z Alibaba Cloud is providing cloud computing and AI technical support for the 2026 Dakar Youth Olympic Games in Senegal and has built Senegal's first Olympic-dedicated cloud foundation to support event https://slicast.com/zh/article/hvf87q Slicast zh-cn 2026-11-03T15:20:00.000Z 阿里云为2026年达喀尔青年奥林匹克运动会提供云计算和人工智能技术支持，并为塞内加尔打造首个奥运专有云底座，支撑赛事运营。 https://slicast.com/ko/article/hvf87q Slicast ko 2026-11-03T15:20:00.000Z Alibaba Cloud는 세네갈에서 열리는 2026 다카르 청소년 올림픽의 클라우드 컴퓨팅 및 AI 기술 지원을 제공하고 있으며, 대회 운영을 뒷받침하기 위해 세네갈 최초의 올림픽 전용 클라우드 기반 인프라를 구축했습니다. https://slicast.com/article/o7ppcx Slicast en 2026-11-03T15:15:54.000Z PSEG Power plans a 200-MW nuclear uprate and is eyeing data center deals, while one unit at its Salem plant in New Jersey, jointly owned with Constellation Energy, faces an extended outage to address https://slicast.com/zh/article/o7ppcx Slicast zh-cn 2026-11-03T15:15:54.000Z PSEG Power计划对其核电机组进行200兆瓦增容，并正寻求数据中心交易。其与Constellation Energy共同持有的新泽西州萨勒姆电站中，一台机组因设备劣化需长时间停运。 https://slicast.com/ko/article/o7ppcx Slicast ko 2026-11-03T15:15:54.000Z PSEG Power는 200MW 규모의 원자력 출력 증강(uprate)을 계획하고 있으며 데이터센터 계약도 검토 중이다. 한편 뉴저지주 Salem 발전소의 한 기기는 Constellation Energy와 공동 소유하고 있으며, 열화된 장비를 정비하기 위해 장기간 가동 중단에 들어갈 예정이다. https://slicast.com/article/1e1n2uo Slicast en 2026-11-03T15:03:02.000Z OpenAI hired Dan Driscoll, the former civilian head of the US Army, as 'Senior Counselor for National Security Modernization', a move likely to help it win government contracts. https://slicast.com/zh/article/1e1n2uo Slicast zh-cn 2026-11-03T15:03:02.000Z OpenAI聘请前美国陆军文职最高负责人Dan Driscoll担任“国家安全现代化高级顾问”，此举被认为有助于其争取政府合同。 https://slicast.com/ko/article/1e1n2uo Slicast ko 2026-11-03T15:03:02.000Z OpenAI는 전직 미국 육군 민간 수장 Dan Driscoll을 'Senior Counselor for National Security Modernization'으로 영입했으며, 이는 정부 계약 수주에 도움이 될 것으로 보인다. https://slicast.com/article/f8z9gf Slicast en 2026-11-03T15:02:09.000Z xAI has installed eight converted jet engines to power its Mississippi data center, with permits allowing a 25 percent higher pollutant limit and concerns raised over carbon monoxide. https://slicast.com/zh/article/f8z9gf Slicast zh-cn 2026-11-03T15:02:09.000Z xAI在密西西比州的数据中心安装了八台改装航空发动机为其供电；相关许可允许的污染物上限高出25%，并引发了对一氧化碳排放的担忧。 https://slicast.com/ko/article/f8z9gf Slicast ko 2026-11-03T15:02:09.000Z xAI가 미시시피주 데이터센터의 전력 공급을 위해 개조한 제트 엔진 8기를 설치했으며, 허가에는 오염물질 배출 한도를 25퍼센트 상향하는 내용이 포함되어 있고 일산화탄소 배출에 대한 우려도 제기되고 있다. https://slicast.com/article/17yedb9 Slicast en 2026-11-03T15:01:00.000Z Fermi's data center lease with TensorWave missed its closing deadline, though Fermi says both companies remain committed to the lease. https://slicast.com/zh/article/17yedb9 Slicast zh-cn 2026-11-03T15:01:00.000Z Fermi与TensorWave之间的数据中心租约错过了交割截止日期，但Fermi表示双方仍坚定致力于该租约。 https://slicast.com/ko/article/17yedb9 Slicast ko 2026-11-03T15:01:00.000Z Fermi의 TensorWave와의 데이터센터 임대 계약은 마감 기한을 놓쳤으나, Fermi는 양사가 여전히 해당 계약에 대한 의지를 유지하고 있다고 밝혔다. https://slicast.com/article/175ju1s Slicast en 2026-11-03T15:00:00.000Z PPST Solutions has expanded its AI data center power testing portfolio from AC grid to 800 VDC. https://slicast.com/zh/article/175ju1s Slicast zh-cn 2026-11-03T15:00:00.000Z PPST Solutions已将其AI数据中心电力测试产品组合由交流电网扩展至800 VDC。 https://slicast.com/ko/article/175ju1s Slicast ko 2026-11-03T15:00:00.000Z PPST Solutions가 AI 데이터센터 전력 테스트 포트폴리오를 AC 그리드에서 800 VDC까지 확장했다. https://slicast.com/article/189el6x Slicast en 2026-11-03T14:45:05.000Z Honeywell Aerospace is testing a thermal module for Equinix's AI cooling. https://slicast.com/zh/article/189el6x Slicast zh-cn 2026-11-03T14:45:05.000Z 霍尼韦尔航空航天（Honeywell Aerospace）正在为Equinix的AI冷却系统测试一款热管理模块。 https://slicast.com/ko/article/189el6x Slicast ko 2026-11-03T14:45:05.000Z Honeywell Aerospace는 Equinix의 AI 냉각 시스템을 위한 열 관리 모듈을 시험하고 있다. https://slicast.com/article/1833kih Slicast en 2026-11-03T14:42:21.000Z Team Group warns that the worst of the memory shortage is still to come. https://slicast.com/zh/article/1833kih Slicast zh-cn 2026-11-03T14:42:21.000Z 十铨科技警告，内存短缺最严重的阶段仍未到来。 https://slicast.com/ko/article/1833kih Slicast ko 2026-11-03T14:42:21.000Z Team Group은 메모리 부족 사태의 최악은 아직 오지 않았다고 경고했다. https://slicast.com/article/1rhl8wo Slicast en 2026-11-03T14:36:00.000Z Wedbush has launched nuclear sector coverage, rating Oklo and X-Energy as buys and NuScale as underperform. https://slicast.com/zh/article/1rhl8wo Slicast zh-cn 2026-11-03T14:36:00.000Z Wedbush启动核能板块覆盖，给予Oklo和X-Energy「买入」评级，给予NuScale「跑输大盘」评级。 https://slicast.com/ko/article/1rhl8wo Slicast ko 2026-11-03T14:36:00.000Z Wedbush가 원자력 섹터 커버리지를 개시했으며, Oklo와 X-Energy는 매수, NuScale은 언더퍼폼으로 평가했다. https://slicast.com/article/1cgsodd Slicast en 2026-11-03T14:35:48.000Z Honeywell Aerospace is bringing aerospace-grade thermal resilience technology to an Equinix AI data center. https://slicast.com/zh/article/1cgsodd Slicast zh-cn 2026-11-03T14:35:48.000Z 霍尼韦尔航空航天部门正把航空级热韧性技术引入Equinix的一座人工智能数据中心。 https://slicast.com/ko/article/1cgsodd Slicast ko 2026-11-03T14:35:48.000Z Honeywell Aerospace, Equinix AI 데이터센터에 항공우주급 열 복원력 기술을 도입한다. https://slicast.com/article/1ir76dj Slicast en 2026-11-03T14:28:59.000Z Apple faces unprecedented memory cost increases as RAM prices keep surging, with its manufacturing bill climbing by $33 billion, while Samsung, SK hynix and Micron prioritise higher-margin server prod https://slicast.com/zh/article/1ir76dj Slicast zh-cn 2026-11-03T14:28:59.000Z 随着内存价格持续飙升，苹果面临前所未有的内存成本上涨，其制造成本增加330亿美元；三星、SK海力士与美光因人工智能数据中心的强劲内存需求，正优先生产利润率更高的服务器产品。 https://slicast.com/ko/article/1ir76dj Slicast ko 2026-11-03T14:28:59.000Z Apple은 RAM 가격이 계속 급등하면서 전례 없는 메모리 비용 상승에 직면해 있으며, 제조 비용이 330억 달러 증가했습니다. 한편 Samsung, SK hynix, Micron은 강력한 AI 데이터센터 메모리 수요에 힘입어 수익성이 높은 서버 제품에 생산을 우선 배정하고 있습니다. https://slicast.com/article/1aehxe1 Slicast en 2026-11-03T14:21:00.000Z Kioxia and Sandisk, which share the same fab, are taking diverging paths on HBF (high-bandwidth flash). https://slicast.com/zh/article/1aehxe1 Slicast zh-cn 2026-11-03T14:21:00.000Z 同一座晶圆厂的铠侠与闪迪，在HBF（高带宽闪存）路线上走向分化。 https://slicast.com/ko/article/1aehxe1 Slicast ko 2026-11-03T14:21:00.000Z Kioxia와 Sandisk는 같은 팹을 공유하고 있지만, HBF(고대역폭 플래시) 전략에서는 서로 다른 길을 걷고 있다. https://slicast.com/article/1w17550 Slicast en 2026-11-03T14:15:00.000Z Bull and Schwarz Digits, the IT and digital division of Schwarz Group, signed a memorandum of understanding (MOU) in Paris and Berlin on Nov. 3, 2026 to develop European AI infrastructure. https://slicast.com/zh/article/1w17550 Slicast zh-cn 2026-11-03T14:15:00.000Z Bull与Schwarz Group的IT及数字业务部门Schwarz Digits于2026年11月3日在巴黎和柏林签署谅解备忘录（MOU），共同开发欧洲人工智能基础设施。 https://slicast.com/ko/article/1w17550 Slicast ko 2026-11-03T14:15:00.000Z Bull과 Schwarz Group의 IT·디지털 부문인 Schwarz Digits는 2026년 11월 3일 파리와 베를린에서 유럽 AI 인프라 구축을 위한 양해각서(MOU)를 체결했다. https://slicast.com/article/zd8aie Slicast en 2026-11-03T14:09:17.000Z SambaNova and Super Micro plan AI inference systems built on 10,000 SN50 chips. https://slicast.com/zh/article/zd8aie Slicast zh-cn 2026-11-03T14:09:17.000Z SambaNova与超微电脑（Super Micro）计划基于10,000颗SN50芯片构建人工智能推理系统。 https://slicast.com/ko/article/zd8aie Slicast ko 2026-11-03T14:09:17.000Z SambaNova와 Super Micro는 SN50 칩 10,000개를 기반으로 한 AI 추론 시스템을 계획하고 있다. https://slicast.com/article/pm7f0n Slicast en 2026-11-03T14:08:16.000Z OpenAI, UAE-based G42 and ADNOC have announced a multi-year AI initiative partnership. https://slicast.com/zh/article/pm7f0n Slicast zh-cn 2026-11-03T14:08:16.000Z OpenAI、阿联酋的G42与阿布扎比国家石油公司（ADNOC）建立了多年期人工智能合作关系。 https://slicast.com/ko/article/pm7f0n Slicast ko 2026-11-03T14:08:16.000Z OpenAI, UAE 기반 G42, ADNOC가 다년간의 AI 이니셔티브 파트너십을 발표했다. https://slicast.com/article/rkpzqw Slicast en 2026-11-03T14:00:00.000Z SambaNova SN50 Chips to Power Supermicro's New Inference Racks, Delivering High-Performance Inference to Data Centers Worldwide https://slicast.com/zh/article/rkpzqw Slicast zh-cn 2026-11-03T14:00:00.000Z SambaNova SN50芯片将驱动超微(Supermicro)新推理机架,为全球数据中心提供高性能推理 https://slicast.com/ko/article/rkpzqw Slicast ko 2026-11-03T14:00:00.000Z SambaNova SN50 칩, Supermicro 신규 추론 랙에 탑재…전 세계 데이터센터에 고성능 추론 제공 https://slicast.com/article/sx72h6 Slicast en 2026-11-03T14:00:00.000Z FiberLight Expands Texas Network with New Route Serving Red Oak Data Center Corridor https://slicast.com/zh/article/sx72h6 Slicast zh-cn 2026-11-03T14:00:00.000Z FiberLight扩展德州网络,新增通往Red Oak数据中心走廊的路由 https://slicast.com/ko/article/sx72h6 Slicast ko 2026-11-03T14:00:00.000Z FiberLight, 텍사스 네트워크 확장… Red Oak 데이터센터 회랑 연결하는 신규 노선 추가 https://slicast.com/article/1rxv50 Slicast en 2026-11-03T13:54:01.000Z A pv magazine USA report says behind-the-meter generation could deliver five times more grid relief than shifting data center load. https://slicast.com/zh/article/1rxv50 Slicast zh-cn 2026-11-03T13:54:01.000Z pv magazine USA的一篇报道称，用户侧自备发电带来的电网缓解效果可能是数据中心负荷转移的五倍。 https://slicast.com/ko/article/1rxv50 Slicast ko 2026-11-03T13:54:01.000Z 다. pv magazine USA 보도에 따르면, 계량기 후단(behind-the-meter) 발전이 데이터센터 부하를 이전하는 방식보다 계통 부담 완화 효과를 다섯 배 더 낼 수 있다고 한다. Wait, the output must be pure Hangul translation without extra characters like "다." Let me https://slicast.com/article/17dqdsh Slicast en 2026-11-03T13:41:00.000Z Smugglers reportedly pair $4,000 AI memory with cheap server chips before stripping them apart in China. https://slicast.com/zh/article/17dqdsh Slicast zh-cn 2026-11-03T13:41:00.000Z 据报道，走私者将价值4,000美元的人工智能内存与廉价服务器芯片搭配，随后在中国拆解。 https://slicast.com/ko/article/17dqdsh Slicast ko 2026-11-03T13:41:00.000Z 밀수업자들이 4,000달러짜리 AI 메모리를 저가 서버 칩과 짝지운 뒤, 중국에서 이를 분해하는 방식으로 밀반입하고 있다는 보도가 나왔다. https://slicast.com/article/fyyui2 Slicast en 2026-11-03T13:38:00.000Z AWS has appointed Robert Fourqurean, a former British Embassy advisor, as manager of energy policy, based in Washington DC. https://slicast.com/zh/article/fyyui2 Slicast zh-cn 2026-11-03T13:38:00.000Z AWS任命曾任英国大使馆顾问的Robert Fourqurean为能源政策经理，常驻华盛顿。 https://slicast.com/ko/article/fyyui2 Slicast ko 2026-11-03T13:38:00.000Z AWS는 전직 주영국대사관 자문관 로버트 포커린(Robert Fourqurean)을 에너지 정책 관리자로 임명했으며, 근무지는 워싱턴 D.C.이다. https://slicast.com/article/2jk2ak Slicast en 2026-11-03T13:31:11.000Z Nvidia has reportedly told cloud providers using its data center products that they must sell less than half of their services to Chinese companies, as part of new global restrictions. https://slicast.com/zh/article/2jk2ak Slicast zh-cn 2026-11-03T13:31:11.000Z 据报道，英伟达已通知使用其数据中心产品的云服务商，其服务中销售给中国企业的比例须低于一半，这是一项新的全球性限制政策的一部分。 https://slicast.com/ko/article/2jk2ak Slicast ko 2026-11-03T13:31:11.000Z Nvidia는 새로운 글로벌 규제의 일환으로, 자사 데이터센터 제품을 사용하는 클라우드 사업자들에게 서비스의 절반 미만만 중국 기업에 판매해야 한다고 전달한 것으로 알려졌다. https://slicast.com/article/o4kgm6 Slicast en 2026-11-03T13:18:15.000Z DigitalOcean Holdings (DOCN) filed a Form 8-K current report with the SEC; the candidate does not disclose the filing's contents. https://slicast.com/zh/article/o4kgm6 Slicast zh-cn 2026-11-03T13:18:15.000Z DigitalOcean Holdings（DOCN）向美国SEC提交了8-K（当期报告），候选内容未披露具体事项。 https://slicast.com/ko/article/o4kgm6 Slicast ko 2026-11-03T13:18:15.000Z DigitalOcean Holdings(DOCN)는 SEC에 Form 8-K 수시보고서를 제출했으나, 해당 제출 내용은 공개되지 않았다. https://slicast.com/article/18c2r7x Slicast en 2026-11-03T13:18:00.000Z VivoPower Reports FY2026 Results Including a Partial-Period Contribution from Mo i Rana Data Center https://slicast.com/zh/article/18c2r7x Slicast zh-cn 2026-11-03T13:18:00.000Z VivoPower公布2026财年业绩,包含Mo i Rana数据中心的部分期间贡献 https://slicast.com/ko/article/18c2r7x Slicast ko 2026-11-03T13:18:00.000Z VivoPower, FY2026 실적 발표… Mo i Rana 데이터센터 부분 기간 실적 반영 https://slicast.com/article/1h1x1ap Slicast en 2026-11-03T13:15:34.000Z Data Center Dynamics publishes a 100 MW comparative analysis of water usage at AI scale. https://slicast.com/zh/article/1h1x1ap Slicast zh-cn 2026-11-03T13:15:34.000Z Data Center Dynamics发布了一项基于100兆瓦（MW）对比分析的报告，探讨人工智能规模数据中心的用水情况。 https://slicast.com/ko/article/1h1x1ap Slicast ko 2026-11-03T13:15:34.000Z Data Center Dynamics는 AI 규모의 물 사용량을 비교 분석한 100 MW 규모의 보고서를 발표했다. https://slicast.com/article/fxdfrc Slicast en 2026-11-03T13:14:00.000Z Etihad GO Telecom has committed US$69.8 million to expand its AI data center. https://slicast.com/zh/article/fxdfrc Slicast zh-cn 2026-11-03T13:14:00.000Z Etihad GO Telecom承诺投入6,980万美元，用于扩建其人工智能数据中心。 https://slicast.com/ko/article/fxdfrc Slicast ko 2026-11-03T13:14:00.000Z Etihad GO Telecom, AI 데이터센터 확장에 6,980만 달러를 투자하기로 했다. https://slicast.com/article/z9fl0z Slicast en 2026-11-03T13:03:07.000Z A report says Huawei has reached a 28% share in China as Nvidia loses ground there. https://slicast.com/zh/article/z9fl0z Slicast zh-cn 2026-11-03T13:03:07.000Z 据报道，华为在中国市场的份额已达到28%，英伟达在华份额随之下滑。 https://slicast.com/ko/article/z9fl0z Slicast ko 2026-11-03T13:03:07.000Z 보고서에 따르면 엔비디아가 중국 시장에서 점유율을 잃는 가운데 화웨이의 점유율이 28%에 도달했다. https://slicast.com/article/1eycr3 Slicast en 2026-11-03T13:00:10.000Z ICF says PJM's revised data center backstop procurement could be as little as 630 MW, down from an initial 6,800-MW target, reducing utility risks. https://slicast.com/zh/article/1eycr3 Slicast zh-cn 2026-11-03T13:00:10.000Z ICF称，PJM修订后的数据中心后备采购规模可能仅为630兆瓦，低于此前6,800兆瓦的初始目标，此举降低了公用事业公司的风险。 https://slicast.com/ko/article/1eycr3 Slicast ko 2026-11-03T13:00:10.000Z ICF는 PJM의 수정된 데이터센터 백스톱 조달 규모가 당초 목표인 6,800MW에서 최소 630MW까지 줄어들 수 있다고 밝혔으며, 이에 따라 전력회사의 리스크도 낮아질 것이라고 전했다. https://slicast.com/article/yghs72 Slicast en 2026-11-03T12:57:29.000Z Honeywell is running a cooling test with Equinix, extending its AI push into data-center infrastructure. https://slicast.com/zh/article/yghs72 Slicast zh-cn 2026-11-03T12:57:29.000Z 霍尼韦尔与Equinix开展冷却测试，将其AI业务布局延伸至数据中心基础设施领域。 https://slicast.com/ko/article/yghs72 Slicast ko 2026-11-03T12:57:29.000Z Honeywell는 Equinix와 냉각 테스트를 진행 중이며, AI 전략을 데이터센터 인프라로 확장하고 있다. https://slicast.com/article/i4qm8c Slicast en 2026-11-03T12:40:09.000Z A Chinese firm says it has completed the world's first commercial data-center deployment of an integrated 800-volt DC power system. https://slicast.com/zh/article/i4qm8c Slicast zh-cn 2026-11-03T12:40:09.000Z 一家中国企业称已完成全球首个集成800伏直流供电系统的商用数据中心部署。 https://slicast.com/ko/article/i4qm8c Slicast ko 2026-11-03T12:40:09.000Z 중국 기업이 세계 최초로 800볼트 직류(DC) 통합 전력 시스템의 상용 데이터센터 구축을 완료했다고 발표했다. https://slicast.com/article/1zqmvg Slicast en 2026-11-03T12:37:48.000Z OpenAI wants data centers to be called 'AI Compute Campuses', a naming change for its infrastructure build-out. https://slicast.com/zh/article/1zqmvg Slicast zh-cn 2026-11-03T12:37:48.000Z OpenAI希望将数据中心称为'AI Compute Campuses'（AI计算园区），以此调整其基础设施建设的命名方式。 https://slicast.com/ko/article/1zqmvg Slicast ko 2026-11-03T12:37:48.000Z OpenAI는 인프라 구축 사업의 명칭을 변경해, 데이터센터를 'AI Compute Campuses'라고 부르기를 원하고 있다. https://slicast.com/article/1poe2ne Slicast en 2026-11-03T12:32:15.000Z LG CNS plans to expand its modular data center business in North America and Europe. https://slicast.com/zh/article/1poe2ne Slicast zh-cn 2026-11-03T12:32:15.000Z LG CNS计划在北美和欧洲扩大其模块化数据中心业务。 https://slicast.com/ko/article/1poe2ne Slicast ko 2026-11-03T12:32:15.000Z LG CNS는 모듈형 데이터센터 사업을 북미와 유럽으로 확장할 계획이다. https://slicast.com/article/86x54i Slicast en 2026-11-03T12:32:01.000Z Monolithic Power Systems (MPWR) beat its Q3 earnings expectations, driven by demand from AI infrastructure and communications. https://slicast.com/zh/article/86x54i Slicast zh-cn 2026-11-03T12:32:01.000Z 芯源系统（MPWR）第三季度业绩超出预期，主要受AI基础设施和通信需求带动。 https://slicast.com/ko/article/86x54i Slicast ko 2026-11-03T12:32:01.000Z Monolithic Power Systems (MPWR)는 AI 인프라 및 통신 부문의 수요에 힘입어 3분기 실적 전망치를 상회했다. https://slicast.com/article/n6m1so Slicast en 2026-11-03T12:30:00.000Z A developer has sued Upper Merion again over its rejection of a data center project in King of Prussia. https://slicast.com/zh/article/n6m1so Slicast zh-cn 2026-11-03T12:30:00.000Z 一家开发商再次起诉Upper Merion，原因是后者否决了其在King of Prussia的数据中心项目。 https://slicast.com/ko/article/n6m1so Slicast ko 2026-11-03T12:30:00.000Z Upper Merion 자치구가 King of Prussia 지역 데이터센터 프로젝트를 불허한 데 대해, 한 개발업체가 다시 소송을 제기했다. https://slicast.com/article/1x0k2pf Slicast en 2026-11-03T12:30:00.000Z QumulusAI Contracts 0.5 MW of Data Center Capacity in Columbia, South Carolina https://slicast.com/zh/article/1x0k2pf Slicast zh-cn 2026-11-03T12:30:00.000Z QumulusAI在南卡罗来纳州哥伦比亚市签约0.5兆瓦数据中心容量 https://slicast.com/ko/article/1x0k2pf Slicast ko 2026-11-03T12:30:00.000Z QumulusAI, 사우스캐롤라이나주 컬럼비아에서 0.5MW 규모의 데이터센터 용량 계약 체결 https://slicast.com/article/w0vspl Slicast en 2026-11-03T12:26:00.000Z OpenAI outlines 'Grid Protectors', a scheme under which AI data centers would cut power use during grid emergencies. https://slicast.com/zh/article/w0vspl Slicast zh-cn 2026-11-03T12:26:00.000Z OpenAI推出'Grid Protectors'方案，AI数据中心将在电网紧急情况下削减用电。 https://slicast.com/ko/article/w0vspl Slicast ko 2026-11-03T12:26:00.000Z OpenAI, 'Grid Protectors' 방안 발표… AI 데이터센터, 전력망 비상 시 전력 사용 축소 계획 https://slicast.com/article/1nru237 Slicast en 2026-11-03T12:25:57.000Z Smuggled HBM has reached $4,000 while Huawei is reportedly eyeing SK Hynix and Samsung. https://slicast.com/zh/article/1nru237 Slicast zh-cn 2026-11-03T12:25:57.000Z 走私HBM价格已升至4000美元，同时据报道华为正在关注SK海力士和三星。 https://slicast.com/ko/article/1nru237 Slicast ko 2026-11-03T12:25:57.000Z 밀반입된 HBM 가격이 4,000달러에 이르렀으며, 화웨이가 SK하이닉스와 삼성전자를 인수 대상으로 검토 중인 것으로 전해졌다. https://slicast.com/article/19htnvi Slicast en 2026-11-03T12:25:00.000Z Intel's Arc B580 graphics card may be headed for end-of-life as Intel prioritizes AI chip demand. https://slicast.com/zh/article/19htnvi Slicast zh-cn 2026-11-03T12:25:00.000Z 英特尔Arc B580显卡或将停产，英特尔资源正优先转向AI芯片需求。 https://slicast.com/ko/article/19htnvi Slicast ko 2026-11-03T12:25:00.000Z Intel은 AI 칩 수요를 우선시하면서 Arc B580 그래픽카드가 단종 수순에 들어갈 수 있다. https://slicast.com/article/1ioo1xr Slicast en 2026-11-03T12:22:12.000Z Nvidia has told some cloud customers to take on less business from Chinese companies. https://slicast.com/zh/article/1ioo1xr Slicast zh-cn 2026-11-03T12:22:12.000Z 英伟达已要求部分云服务客户减少与中国企业的业务往来。 https://slicast.com/ko/article/1ioo1xr Slicast ko 2026-11-03T12:22:12.000Z 엔비디아가 일부 클라우드 고객사에 중국 기업과의 거래를 줄이도록 요청했다. https://slicast.com/article/1nzunpr Slicast en 2026-11-03T12:11:57.000Z E2E Networks plans a 5.4 MW Blackwell expansion and has launched its Blaze AI inference service. https://slicast.com/zh/article/1nzunpr Slicast zh-cn 2026-11-03T12:11:57.000Z E2E Networks计划扩建5.4兆瓦的Blackwell算力，并推出其Blaze AI推理服务。 https://slicast.com/ko/article/1nzunpr Slicast ko 2026-11-03T12:11:57.000Z E2E Networks는 5.4MW 규모의 Blackwell 확장을 계획하고 있으며, Blaze AI 추론 서비스를 출시했습니다. https://slicast.com/article/1fxmmqk Slicast en 2026-11-03T12:11:27.000Z Brookfield plans a $27 billion AI data center at a UK power station, and Drax shares rose 8.8%. https://slicast.com/zh/article/1fxmmqk Slicast zh-cn 2026-11-03T12:11:27.000Z 布鲁克菲尔德计划在英国一座发电站建设270亿美元的AI数据中心，Drax股价上涨8.8%。 https://slicast.com/ko/article/1fxmmqk Slicast ko 2026-11-03T12:11:27.000Z Brookfield, 영국 발전소에 270억 달러 규모 AI 데이터센터 계획 발표… Drax 주가 8.8% 상승 https://slicast.com/article/1gzq0na Slicast en 2026-11-03T12:09:19.000Z Korea Space Data Center has updated its roadmap, targeting a 100 kg system by 2028. https://slicast.com/zh/article/1gzq0na Slicast zh-cn 2026-11-03T12:09:19.000Z Korea Space Data Center更新了路线图，目标是2028年实现100千克级系统。 https://slicast.com/ko/article/1gzq0na Slicast ko 2026-11-03T12:09:19.000Z 한국우주데이터센터가 로드맵을 업데이트하며 2028년까지 100kg급 시스템을 목표로 한다고 밝혔다. https://slicast.com/article/o8gymw Slicast en 2026-11-03T12:05:54.000Z Aramco has closed its $2.6bn purchase of a 49% stake in Saudi AI firm HUMAIN, with PIF retaining 51%. https://slicast.com/zh/article/o8gymw Slicast zh-cn 2026-11-03T12:05:54.000Z 沙特阿美已完成26亿美元收购沙特AI公司HUMAIN 49%股权的交易，公共投资基金（PIF）保留51%股权。 https://slicast.com/ko/article/o8gymw Slicast ko 2026-11-03T12:05:54.000Z 아람코, 사우디 AI 기업 HUMAIN 지분 49% 인수 26억 달러 규모 거래 완료… PIF 지분 51% 유지 https://slicast.com/article/1evyg45 Slicast en 2026-11-03T12:04:32.000Z AI chip smugglers are exploiting a trade-control loophole by attaching banned HBM from South Korea to low-end processors, because customs checks only processor performance specifications. https://slicast.com/zh/article/1evyg45 Slicast zh-cn 2026-11-03T12:04:32.000Z AI芯片走私者利用贸易管制漏洞，将来自韩国的受禁HBM搭配低端处理器运往中国，因为海关仅核查服务器处理器的性能参数。 https://slicast.com/ko/article/1evyg45 Slicast ko 2026-11-03T12:04:32.000Z AI 칩 밀수업자들은 무역 통제의 허점을 악용하고 있다. 세관 검사가 프로세서 성능 사양만 확인한다는 점을 이용해, 한국산 금지 대상 HBM을 저사양 프로세서에 부착하고 있다. https://slicast.com/article/10mw3st Slicast en 2026-11-03T12:00:00.000Z EQUINIX INC files 424B5: prospectus (424B) https://slicast.com/zh/article/10mw3st Slicast zh-cn 2026-11-03T12:00:00.000Z EQUINIX INC 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/10mw3st Slicast ko 2026-11-03T12:00:00.000Z EQUINIX INC, 424B5 증권신고서(투자설명서, 424B) https://slicast.com/article/14c36l7 Slicast en 2026-11-03T12:00:00.000Z Talen Energy files 8-K: results of operations https://slicast.com/zh/article/14c36l7 Slicast zh-cn 2026-11-03T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/ko/article/14c36l7 Slicast ko 2026-11-03T12:00:00.000Z Talen Energy, 8-K 제출: 영업 실적 https://slicast.com/article/1fjrm16 Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1fjrm16 Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1fjrm16 Slicast ko 2026-11-03T12:00:00.000Z DigitalOcean Holdings, 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/1hyvwcf Slicast en 2026-11-03T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/1hyvwcf Slicast zh-cn 2026-11-03T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/1hyvwcf Slicast ko 2026-11-03T12:00:00.000Z Meta Platforms, 424B5 증권신고서 (424B) 발행설명서 제출 https://slicast.com/article/1uk8kis Slicast en 2026-11-03T12:00:00.000Z Talen Energy files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1uk8kis Slicast zh-cn 2026-11-03T12:00:00.000Z Talen Energy 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1uk8kis Slicast ko 2026-11-03T12:00:00.000Z Talen Energy, 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/rcbthh Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 8-K: results of operations, other material event https://slicast.com/zh/article/rcbthh Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 8-K：重大事件 https://slicast.com/ko/article/rcbthh Slicast ko 2026-11-03T12:00:00.000Z DigitalOcean Holdings, 8-K 제출: 영업 실적, 기타 중요 사건 https://slicast.com/article/tl1faq Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 424B5: prospectus (424B) https://slicast.com/zh/article/tl1faq Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/tl1faq Slicast ko 2026-11-03T12:00:00.000Z DigitalOcean Holdings, 424B5 증권신고서(424B) 제출 https://slicast.com/article/1ae44ap Slicast en 2026-11-03T11:54:32.000Z Taiwan suppliers are preparing plants and chip IP for TSMC's 2-nanometer ramp. https://slicast.com/zh/article/1ae44ap Slicast zh-cn 2026-11-03T11:54:32.000Z 台湾供应商正在为台积电2纳米制程量产准备厂房和芯片IP。 https://slicast.com/ko/article/1ae44ap Slicast ko 2026-11-03T11:54:32.000Z 대만 공급업체들이 TSMC의 2나노미터 양산 확대에 대비해 공장과 칩 IP를 준비하고 있다. https://slicast.com/article/101x4be Slicast en 2026-11-03T11:23:47.000Z Oracle announced a $20 billion combined stock and bond offering to fund its AI infrastructure expansion. https://slicast.com/zh/article/101x4be Slicast zh-cn 2026-11-03T11:23:47.000Z Oracle宣布发行总额200亿美元的股票与债券组合融资,用于扩大其AI基础设施建设。 https://slicast.com/ko/article/101x4be Slicast ko 2026-11-03T11:23:47.000Z Oracle, AI 인프라 확장 자금 조달을 위해 총 200억 달러 규모의 주식 및 채권 병행 발행을 발표했다. https://slicast.com/article/allkq2 Slicast en 2026-11-03T11:19:52.000Z Nvidia has reportedly told data center partners to limit their China exposure to below 50% as the US tightens control over AI chip access. https://slicast.com/zh/article/allkq2 Slicast zh-cn 2026-11-03T11:19:52.000Z 据报道,英伟达(Nvidia)已要求数据中心合作伙伴将其在中国市场的业务占比控制在50%以下,同时美国正在收紧对AI芯片获取的管控。 https://slicast.com/ko/article/allkq2 Slicast ko 2026-11-03T11:19:52.000Z Nvidia가 미국의 AI 칩 접근 통제 강화에 따라 데이터센터 파트너들에게 중국 관련 노출 비중을 50% 미만으로 제한하라고 지시한 것으로 전해졌다. https://slicast.com/article/1qhxtwa Slicast en 2026-11-03T11:11:46.000Z The four big hyperscalers are raising more than $131 billion in debt and equity to fund AI buildout. Amazon alone has disclosed an $80bn loan facility. https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-03T11:11:46.000Z 四大超大规模云服务商正通过债务和股权融资筹集超过1310亿美元,用于AI基础设施建设。仅亚马逊就已披露800亿美元的贷款额度。 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-03T11:11:46.000Z 네 개의 대형 하이퍼스케일러가 AI 인프라 구축 자금 마련을 위해 1,310억 달러가 넘는 부채와 지분을 조달하고 있다. 아마존은 단독으로 800억 달러 규모의 대출 한도를 공시했다. https://slicast.com/article/zg9y6t Slicast en 2026-11-03T10:34:00.000Z Anthropic's updated S-1 filing discloses $895.4bn in cloud and data center commitments. Revenue is growing, but growth is slowing. https://slicast.com/zh/article/zg9y6t Slicast zh-cn 2026-11-03T10:34:00.000Z Anthropic 更新后的 S-1 文件披露,其云及数据中心承诺金额为 895.4bn 美元。营收持续增长,但增速正在放缓。 https://slicast.com/ko/article/zg9y6t Slicast ko 2026-11-03T10:34:00.000Z Anthropic의 개정 S-1 신고서는 클라우드 및 데이터센터 관련 약정 규모가 8,954억 달러(895.4bn)에 달한다고 공시했다. 매출은 증가하고 있으나, 성장 속도는 둔화되고 있다. https://slicast.com/article/9bqiwc Slicast en 2026-11-03T07:00:12.000Z Cities Worldwide Build and Scale AI Services With NVIDIA Physical and Agentic AI https://slicast.com/zh/article/9bqiwc Slicast zh-cn 2026-11-03T07:00:12.000Z 全球城市借助NVIDIA物理AI和智能体AI构建并扩展AI服务 https://slicast.com/ko/article/9bqiwc Slicast ko 2026-11-03T07:00:12.000Z 전 세계 도시들, NVIDIA 피지컬 AI 및 에이전틱 AI로 AI 서비스 구축 및 확장 https://slicast.com/commentary/tencent-2026-11-02 Slicast en 2026-11-02T21:43:52.476Z Tencent Nvidia Orders and Oracle GPU Lease, October 2026 https://slicast.com/zh/commentary/tencent-2026-11-02 Slicast zh-cn 2026-11-02T21:43:52.476Z 腾讯英伟达订单与Oracle GPU租赁，2026年10月 https://slicast.com/commentary/groq-2026-11-02 Slicast en 2026-11-02T21:35:01.319Z Groq 3 LPU at Dell AI Factory, October 2026 https://slicast.com/zh/commentary/groq-2026-11-02 Slicast zh-cn 2026-11-02T21:35:01.319Z 戴尔AI Factory引入Groq 3 LPU机架推理，2026年10月 https://slicast.com/article/zpzd5j Slicast en 2026-11-02T21:35:00.000Z New Mountain Finance Corporation Announces Financial Results for the Quarter Ended September 30, 2026 https://slicast.com/zh/article/zpzd5j Slicast zh-cn 2026-11-02T21:35:00.000Z New Mountain Finance Corporation公布截至2026年9月30日季度的财务业绩 https://slicast.com/ko/article/zpzd5j Slicast ko 2026-11-02T21:35:00.000Z New Mountain Finance Corporation, 2026년 9월 30일 종료 분기 재무 실적 발표 https://slicast.com/commentary/marvell-2026-11-02 Slicast en 2026-11-02T21:16:57.553Z Why Marvell's Reported $115 Billion Lumentum Acquisition Sent MRVL Down 12.8%, October 2026 https://slicast.com/zh/commentary/marvell-2026-11-02 Slicast zh-cn 2026-11-02T21:16:57.553Z 为何美满电子拟1150亿美元收购Lumentum引发MRVL股价下跌12.8%，2026年10月 https://slicast.com/article/yhv2nb Slicast en 2026-11-02T21:12:00.000Z OpenAI leases 10-gigawatt AI data center campus from SoftBank's SB Energy https://slicast.com/zh/article/yhv2nb Slicast zh-cn 2026-11-02T21:12:00.000Z OpenAI 与 SoftBank SB Energy 签 20 年租约,Ohio 10 GW 园区配套电厂投资 $330 亿,2032 年完工 https://slicast.com/ko/article/yhv2nb Slicast ko 2026-11-02T21:12:00.000Z OpenAI, SoftBank 산하 SB Energy와 10기가와트 규모 AI 데이터센터 캠퍼스 임대 계약 체결 https://slicast.com/article/1wc0ovf Slicast en 2026-11-02T21:11:00.000Z IREN Stock Falls 8% After Q4 Miss; AI Cloud Shift Gains Momentum https://slicast.com/zh/article/1wc0ovf Slicast zh-cn 2026-11-02T21:11:00.000Z IREN Q1 FY27 财报 11 月 5 日披露:AI Cloud ARR 已突破 $10 亿,目标年底达 $40 亿 https://slicast.com/ko/article/1wc0ovf Slicast ko 2026-11-02T21:11:00.000Z IREN 주가, 4분기 실적 부진에 8% 하락… AI 클라우드 전환은 탄력 받아 https://slicast.com/article/92s1su Slicast en 2026-11-02T21:10:00.000Z Lambda Raises Over $1.5 Billion In Series E Funding Led By TWG Global https://slicast.com/zh/article/92s1su Slicast zh-cn 2026-11-02T21:10:00.000Z Lambda 完成 $15 亿 E 轮融资,锁定 Microsoft 多十亿美元合同,筹谋 GW 级 AI 工厂与 IPO https://slicast.com/ko/article/92s1su Slicast ko 2026-11-02T21:10:00.000Z Lambda, TWG Global 주도 시리즈 E 펀딩으로 15억 달러 이상 조달 https://slicast.com/article/1fgf5nj Slicast en 2026-11-02T21:09:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-11-02T21:09:00.000Z 大科技 2026 年 AI 资本开支合计逾 $7,300 亿;五大云运营商本季资本开支占满经营现金流 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-11-02T21:09:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 2,200억 달러로 상향 https://slicast.com/article/1txfcxy Slicast en 2026-11-02T21:03:00.000Z Anthropic posts $17B quarterly revenue but losses continue in fresh IPO filing https://slicast.com/zh/article/1txfcxy Slicast zh-cn 2026-11-02T21:03:00.000Z Anthropic 更新 S-1:Q3 单季营收 $169.6 亿,净亏损收窄至 $232.9 亿,估值降至 $1.5 万亿 https://slicast.com/ko/article/1txfcxy Slicast ko 2026-11-02T21:03:00.000Z Anthropic, 분기 매출 170억 달러 기록에도 손실 지속...신규 IPO 신고서에서 드러나 https://slicast.com/article/16nyh54 Slicast en 2026-11-02T21:02:00.000Z Super Micro Drops 5% Ahead of Earnings as AI Server Selloff Extends; Dell Falls 4%, HPE Slides 3% https://slicast.com/zh/article/16nyh54 Slicast zh-cn 2026-11-02T21:02:00.000Z Super Micro 今日盘后发布 Q1 FY27 财报:营收预报超指引但毛利率深陷 12% 低位 https://slicast.com/ko/article/16nyh54 Slicast ko 2026-11-02T21:02:00.000Z Super Micro, 실적 발표 앞두고 5% 하락…AI 서버 매도세 확산; Dell 4%, HPE 3% 하락 https://slicast.com/commentary/astera-labs-2026-11-02 Slicast en 2026-11-02T20:56:59.437Z Astera Labs 10.5% Single-Session Decline, October 2026 https://slicast.com/zh/commentary/astera-labs-2026-11-02 Slicast zh-cn 2026-11-02T20:56:59.437Z Astera Labs单日跌幅10.5%，2026年10月 https://slicast.com/commentary/oracle-2026-11-02 Slicast en 2026-11-02T20:43:18.069Z Oracle OCI, October 2026: Shares Drop 8.4% Against $55.66B Capex and FY2030 Commitments https://slicast.com/zh/commentary/oracle-2026-11-02 Slicast zh-cn 2026-11-02T20:43:18.069Z 甲骨文OCI，2026年10月：股价单日跌8.4%，FY2026资本开支556.6亿美元占营收83%，FY2030逾2250亿美元营收目标承压 https://slicast.com/commentary/coreweave-2026-11-02 Slicast en 2026-11-02T20:30:02.541Z CoreWeave Neocloud Stress, October 2026: Stock Closes at $50.48 as Bond Yields Reportedly Breach 16% https://slicast.com/zh/commentary/coreweave-2026-11-02 Slicast zh-cn 2026-11-02T20:30:02.541Z CoreWeave算力云压力，2026年10月：股价收于50.48美元，债券收益率据报突破16% https://slicast.com/article/vi5pet Slicast en 2026-11-02T20:23:00.000Z An NT (Northern Territory, Australia) data centre has pulled back its timeline after a regulator stalled the project, with more time needed to set environmental parameters. https://slicast.com/zh/article/vi5pet Slicast zh-cn 2026-11-02T20:23:00.000Z 澳大利亚北领地（NT）的一个数据中心项目因监管机构拖延，已调整并推迟了时间表，需要更多时间确定环境参数。 https://slicast.com/ko/article/vi5pet Slicast ko 2026-11-02T20:23:00.000Z 노던 테리토리(호주)의 한 데이터센터가 규제 당국의 프로젝트 지연에 따라 일정을 연기했으며, 환경 기준을 설정하는 데 더 많은 시간이 필요한 상황이다. https://slicast.com/brief/2026-11-03 Slicast en 2026-11-02T20:08:34.809Z Latest AI Infrastructure News: November 3, 2026 https://slicast.com/zh/brief/2026-11-03 Slicast zh-cn 2026-11-02T20:08:34.809Z AI 基础设施新闻早报 · 2026年11月3日 https://slicast.com/ko/brief/2026-11-03 Slicast ko 2026-11-02T20:08:34.809Z 최신 AI 인프라 뉴스 · 2026년 11월 3일 https://slicast.com/article/jzl6pr Slicast en 2026-11-02T19:59:27.000Z UC San Diego has launched an AI-driven chip design research initiative supported by Qualcomm Technologies. https://slicast.com/zh/article/jzl6pr Slicast zh-cn 2026-11-02T19:59:27.000Z 加州大学圣地亚哥分校在高通支持下，启动了一项由人工智能驱动的芯片设计研究计划。 https://slicast.com/ko/article/jzl6pr Slicast ko 2026-11-02T19:59:27.000Z UC San Diego가 Qualcomm Technologies의 지원을 받는 AI 기반 칩 설계 연구 이니셔티브를 출범했다. https://slicast.com/article/elj0zb Slicast en 2026-11-02T19:28:47.000Z Elon Musk's SpaceX lost a court fight over alleged pollution from its AI data center. https://slicast.com/zh/article/elj0zb Slicast zh-cn 2026-11-02T19:28:47.000Z 埃隆·马斯克旗下的SpaceX在一场有关其人工智能数据中心涉嫌污染的诉讼中败诉。 https://slicast.com/ko/article/elj0zb Slicast ko 2026-11-02T19:28:47.000Z SpaceX, 일론 머스크의 회사, 는 AI 데이터센터의 오염 의혹을 둘러싼 법정 공방에서 패소했다. Wait, I need to correct that: the output must be concise and avoid unnecessary characters. Corrected final: SpaceX, 일론 머스크의 회사,는 AI 데이터센터 관련 https://slicast.com/article/5uhzn6 Slicast en 2026-11-02T19:16:20.000Z Constellation has secured a $5B conditional loan from the DOE to scale up its nuclear fleet across three states through power uprates. https://slicast.com/zh/article/5uhzn6 Slicast zh-cn 2026-11-02T19:16:20.000Z Constellation获得美国能源部（DOE）提供的50亿美元有条件贷款，将通过功率提升改造扩大其在三个州的核电机组规模。 https://slicast.com/ko/article/5uhzn6 Slicast ko 2026-11-02T19:16:20.000Z Constellation은 출력 증강(power uprate)을 통해 3개 주에 걸친 원자력 발전 설비를 확대하기 위해 DOE로부터 50억 달러 규모의 조건부 대출을 확보했다. https://slicast.com/article/14x2l7p Slicast en 2026-11-02T19:15:31.000Z OpenAI is considering rebranding data centers as 'AI compute campuses' as public backlash intensifies, and expects AI to become a major issue in the 2028 presidential election, so it is preparing a po https://slicast.com/zh/article/14x2l7p Slicast zh-cn 2026-11-02T19:15:31.000Z OpenAI正考虑将数据中心更名为「人工智能计算园区」，以应对日益高涨的公众反对情绪；它预计人工智能将成为2028年总统大选的重要议题，并计划在美国中期选举后推动政策与公关攻势。 https://slicast.com/ko/article/14x2l7p Slicast ko 2026-11-02T19:15:31.000Z OpenAI는 공개적인 반발이 거세지는 가운데 데이터센터를 'AI 컴퓨팅 캠퍼스'로 명칭을 바꾸는 방안을 검토하고 있다. 또한 AI가 2028년 대선의 주요 쟁점이 될 것으로 보고, 미국 중간선거 이후 정책 및 홍보 활동을 강화할 준비를 하고 있다. https://slicast.com/article/oix61 Slicast en 2026-11-02T19:09:02.000Z Sandia has been selected for $3.38M in DOE funding to develop advanced nuclear fuel analysis tools. https://slicast.com/zh/article/oix61 Slicast zh-cn 2026-11-02T19:09:02.000Z 桑迪亚国家实验室（Sandia）获得美国能源部（DOE）338万美元资助，用于开发先进核燃料分析工具。 https://slicast.com/ko/article/oix61 Slicast ko 2026-11-02T19:09:02.000Z Sandia, DOE로부터 첨단 원자력 연료 분석 도구 개발을 위한 338만 달러 규모의 자금 지원 대상으로 선정됐다. https://slicast.com/article/1cjabq9 Slicast en 2026-11-02T19:05:55.000Z xAI's Memphis AI data centers face EPA action and a Clean Air Act lawsuit over dozens of methane turbines. https://slicast.com/zh/article/1cjabq9 Slicast zh-cn 2026-11-02T19:05:55.000Z xAI位于孟菲斯的人工智能数据中心面临美国环保署（EPA）的执法行动，并遭到依据Clean Air Act提起的诉讼，涉及数十台甲烷燃气轮机。 https://slicast.com/ko/article/1cjabq9 Slicast ko 2026-11-02T19:05:55.000Z xAI의 Memphis AI 데이터센터가 수십 기의 메탄 터빈을 두고 EPA의 조치와 대기정화법(Clean Air Act) 소송에 직면해 있다. https://slicast.com/article/1ppfpoq Slicast en 2026-11-02T19:00:00.000Z President Trump left open the possibility of dropping Nvidia's CEO as a technology adviser after a China spy report, calling the matter 'a very complex issue'. https://slicast.com/zh/article/1ppfpoq Slicast zh-cn 2026-11-02T19:00:00.000Z 特朗普表示，在一份涉华间谍报告出台后，他不排除解除英伟达首席执行官的科技顾问职务，并称此事是「非常复杂的问题」。 https://slicast.com/ko/article/1ppfpoq Slicast ko 2026-11-02T19:00:00.000Z 트럼프 대통령은 중국 간첩 관련 보도 이후 엔비디아 CEO를 기술 고문에서 배제할 가능성을 열어 두면서, 이 문제를 "매우 복잡한 사안"이라고 말했다. https://slicast.com/article/1p1f4h7 Slicast en 2026-11-02T18:48:21.000Z ADNOC signed a landmark partnership agreement with OpenAI and G42, becoming the first energy company to deploy OpenAI Frontier technology. https://slicast.com/zh/article/1p1f4h7 Slicast zh-cn 2026-11-02T18:48:21.000Z 阿布扎比国家石油公司（ADNOC）与OpenAI及G42签署具有里程碑意义的合作协议，成为首家部署OpenAI Frontier技术的能源公司。 https://slicast.com/ko/article/1p1f4h7 Slicast ko 2026-11-02T18:48:21.000Z ADNOC은 OpenAI 및 G42와 획기적인 파트너십 협약을 체결하며, OpenAI Frontier 기술을 도입한 최초의 에너지 기업이 되었습니다. https://slicast.com/article/vvwwpz Slicast en 2026-11-02T18:41:14.000Z Marvell is acquiring Lumentum for $115B in a record-breaking AI technology deal. https://slicast.com/zh/article/vvwwpz Slicast zh-cn 2026-11-02T18:41:14.000Z 美满电子将以1150亿美元收购Lumentum，这是一项创纪录的人工智能科技交易。 https://slicast.com/ko/article/vvwwpz Slicast ko 2026-11-02T18:41:14.000Z Marvell, 역대 최대 규모의 AI 기술 거래로 Lumentum을 1,150억 달러에 인수한다. https://slicast.com/article/m4arjb Slicast en 2026-11-02T18:34:24.000Z Cipher Digital shares fell 5% after it missed third-quarter revenue expectations, even as its first high-performance computing lease revenue began to arrive. https://slicast.com/zh/article/m4arjb Slicast zh-cn 2026-11-02T18:34:24.000Z Cipher Digital第三季度营收未达预期，股价下跌5%，但其首笔高性能计算租赁收入已开始入账。 https://slicast.com/ko/article/m4arjb Slicast ko 2026-11-02T18:34:24.000Z Cipher Digital 주가는 3분기 매출이 시장 기대치에 미치지 못하면서 5% 하락했다. 다만 첫 고성능 컴퓨팅(HPC) 임대 매출이 발생하기 시작했다.