https://slicast.com/commentary/iren-2026-10-18 Slicast en 2026-10-18T20:26:35.507Z IREN Stock, October 2026: The 11.2% Drop and the Crosscurrents Reshaping the Neocloud Investment Case https://slicast.com/zh/commentary/iren-2026-10-18 Slicast zh-cn 2026-10-18T20:26:35.507Z IREN股价，2026年10月：-11.2%单日跌幅与重塑新云投资逻辑的多重交叉压力 https://slicast.com/brief/2026-10-19 Slicast en 2026-10-18T20:07:01.101Z Latest AI Infrastructure News: October 19, 2026 https://slicast.com/zh/brief/2026-10-19 Slicast zh-cn 2026-10-18T20:07:01.101Z AI 基础设施新闻早报 · 2026年10月19日 https://slicast.com/ko/brief/2026-10-19 Slicast ko 2026-10-18T20:07:01.101Z 최신 AI 인프라 뉴스 · 2026년 10월 19일 https://slicast.com/article/77d3wg Slicast en 2026-10-18T19:41:26.000Z Elon Musk called memory pricing 'extortionate' as SK Hynix maps out its strategy beyond HBM. https://slicast.com/zh/article/77d3wg Slicast zh-cn 2026-10-18T19:41:26.000Z 马斯克称内存定价'敲诈式'过高，与此同时SK海力士正在规划HBM之后的业务出路。 https://slicast.com/article/i4wpam Slicast en 2026-10-18T18:14:19.000Z TeraWulf has secured Google backing for its Lake Mariner data center campus. https://slicast.com/zh/article/i4wpam Slicast zh-cn 2026-10-18T18:14:19.000Z TeraWulf已获得谷歌对其Lake Mariner数据中心园区的支持。 https://slicast.com/ko/article/i4wpam Slicast ko 2026-10-18T18:14:19.000Z TeraWulf가 Lake Mariner 데이터센터 캠퍼스에 대해 Google의 지원을 확보했다. https://slicast.com/article/6uwsam Slicast en 2026-10-18T18:02:51.000Z Kingston topped a TrendForce ranking with a 62% DRAM market share. https://slicast.com/zh/article/6uwsam Slicast zh-cn 2026-10-18T18:02:51.000Z 金士顿在集邦咨询（TrendForce）排名中以62%的内存市场份额位居榜首。 https://slicast.com/article/1ktjku3 Slicast en 2026-10-18T17:27:01.000Z Microsoft has reportedly pulled out of its UK AI data centre deal with Nscale, leaving a 23,000-chip project in limbo, according to the Telegraph. https://slicast.com/zh/article/1ktjku3 Slicast zh-cn 2026-10-18T17:27:01.000Z 据《每日电讯报》报道，微软已退出与Nscale的英国人工智能数据中心交易，使一个23,000颗芯片的项目陷入不确定。 https://slicast.com/ko/article/1ktjku3 Slicast ko 2026-10-18T17:27:01.000Z Microsoft가 Nscale과의 영국 AI 데이터센터 계약에서 철수했다고 텔레그래프가 보도했다. 이로 인해 23,000개 칩 규모의 프로젝트가 불확실한 상태에 놓였다. https://slicast.com/article/11yi021 Slicast en 2026-10-18T17:19:48.000Z Microsoft has withdrawn from a UK data center deal with Nscale, according to the Telegraph, as reported by Reuters. Coverage also links the withdrawal to concerns ahead of Nscale's planned IPO. https://slicast.com/zh/article/11yi021 Slicast zh-cn 2026-10-18T17:19:48.000Z 微软据《每日电讯报》报道退出了与Nscale的英国数据中心交易,路透社对此进行了转载。相关报道还将此次退出与Nscale计划中的IPO前的相关担忧联系在一起。 https://slicast.com/ko/article/11yi021 Slicast ko 2026-10-18T17:19:48.000Z Microsoft가 텔레그래프 보도에 따라 Nscale과의 영국 데이터센터 거래에서 철수했다고 로이터가 전했다. 보도에서는 Nscale의 기업공개(IPO) 계획을 앞둔 우려가 이번 철수와 관련이 있다고도 전했다. https://slicast.com/article/k90uxs Slicast en 2026-10-18T16:31:08.000Z TSMC reported a 68.7% jump in profit, though the result was overshadowed by sector-wide scrutiny of AI funding. https://slicast.com/zh/article/k90uxs Slicast zh-cn 2026-10-18T16:31:08.000Z 台积电利润同比大增68.7%，但这一业绩被整个行业对人工智能资金来源的审视所掩盖。 https://slicast.com/article/1jlfdok Slicast en 2026-10-18T16:09:33.000Z Broadcom (AVGO) is facing a bottleneck as AI chip supply tightens. https://slicast.com/zh/article/1jlfdok Slicast zh-cn 2026-10-18T16:09:33.000Z 博通（AVGO）正面临人工智能芯片供应紧张带来的瓶颈。 https://slicast.com/article/12zfwy3 Slicast en 2026-10-18T15:37:33.000Z CXMT (ChangXin Memory) posted a 600% surge in revenue in Q3. https://slicast.com/zh/article/12zfwy3 Slicast zh-cn 2026-10-18T15:37:33.000Z 长鑫存储（CXMT）第三季度营收激增600%。 https://slicast.com/article/xp5fnf Slicast en 2026-10-18T15:30:00.000Z A neocloud shakeout looms, and Nvidia has a lot to lose, according to The Information. https://slicast.com/zh/article/xp5fnf Slicast zh-cn 2026-10-18T15:30:00.000Z 据The Information报道，新兴GPU云服务商可能面临洗牌，而英伟达的风险敞口很大。 https://slicast.com/article/dtg8ls Slicast en 2026-10-18T15:19:45.000Z TSMC will build base dies for Nvidia's custom HBM chips. https://slicast.com/zh/article/dtg8ls Slicast zh-cn 2026-10-18T15:19:45.000Z 台积电将为英伟达定制HBM芯片制造基底裸片。 https://slicast.com/ko/article/dtg8ls Slicast ko 2026-10-18T15:19:45.000Z TSMC는 엔비디아의 맞춤형 HBM 칩용 베이스 다이를 생산할 예정이다. https://slicast.com/article/yrbowj Slicast en 2026-10-18T15:19:45.000Z Nvidia is expected to capture about $700 billion of a $1.6 trillion AI capex boom. https://slicast.com/zh/article/yrbowj Slicast zh-cn 2026-10-18T15:19:45.000Z 英伟达预计将占据约7000亿美元的份额，即1.6万亿美元人工智能资本开支热潮中的大部分。 https://slicast.com/article/12ztrgd Slicast en 2026-10-18T14:31:00.000Z China will limit exports of 40 key technologies, including AI and solar. https://slicast.com/zh/article/12ztrgd Slicast zh-cn 2026-10-18T14:31:00.000Z 中国将限制40项关键技术的出口，其中包括人工智能和太阳能技术。 https://slicast.com/article/1l6umr2 Slicast en 2026-10-18T14:07:35.000Z China has proposed export controls on 23 AI technologies, including AI agents. https://slicast.com/zh/article/1l6umr2 Slicast zh-cn 2026-10-18T14:07:35.000Z 中国提议对包括智能体在内的23项人工智能技术实施出口管制。 https://slicast.com/article/1fcjihs Slicast en 2026-10-18T14:00:43.000Z An analysis argues that AI is forcing data-center operators to abandon independent infrastructure roadmaps and co-design facilities with accelerators, because idle accelerators represent stranded capi https://slicast.com/zh/article/1fcjihs Slicast zh-cn 2026-10-18T14:00:43.000Z 一篇分析文章指出，人工智能正迫使数据中心运营商放弃各自独立的基础设施路线图，转而与加速器共同设计设施；闲置加速器意味着搁浅资本、能源浪费，并拉低部分最昂贵基础设施投资的回报。 https://slicast.com/article/1kae05y Slicast en 2026-10-18T13:38:56.000Z Reports that Iran hit Amazon, Russia struck Kyiv's data centers and Ukraine struck Yandex have prompted debate over whether such attacks on data centers could trigger Article 51 of the UN Charter. https://slicast.com/zh/article/1kae05y Slicast zh-cn 2026-10-18T13:38:56.000Z 有报道称伊朗袭击了亚马逊，俄罗斯袭击了基辅的数据中心，乌克兰袭击了Yandex，引发了关于此类针对数据中心的袭击是否可能触发《联合国宪章》第51条（自卫权条款）的讨论。 https://slicast.com/article/1d5a40o Slicast en 2026-10-18T13:31:18.000Z Anthropic has signed its first Canadian data-center lease, with EverWind as the counterparty. https://slicast.com/zh/article/1d5a40o Slicast zh-cn 2026-10-18T13:31:18.000Z Anthropic与EverWind签署了其在加拿大的首份数据中心租约。 https://slicast.com/ko/article/1d5a40o Slicast ko 2026-10-18T13:31:18.000Z Anthropic은 EverWind를 상대로 캐나다 첫 데이터센터 임대 계약에 서명했다. https://slicast.com/article/rvogud Slicast en 2026-10-18T13:30:00.000Z Broadcom (NASDAQ:AVGO) shares have fallen from $495 to $328, and a Seeking Alpha analysis argues the sell-off is a buying opportunity. https://slicast.com/zh/article/rvogud Slicast zh-cn 2026-10-18T13:30:00.000Z 博通（NASDAQ:AVGO）股价已从495美元跌至328美元，一篇Seeking Alpha分析文章认为此次抛售是逢低买入的机会。 https://slicast.com/article/ry0emh Slicast en 2026-10-18T13:30:00.000Z A poll finds public support for requiring data-center companies to pay for power-system upgrades. https://slicast.com/zh/article/ry0emh Slicast zh-cn 2026-10-18T13:30:00.000Z 一项民意调查显示，公众支持要求数据中心企业承担电力系统升级的费用。 https://slicast.com/article/1gnynzx Slicast en 2026-10-18T13:22:00.000Z Microsoft has withdrawn from its UK data-centre project with Nscale, raising concerns ahead of the AI firm's planned IPO. https://slicast.com/zh/article/1gnynzx Slicast zh-cn 2026-10-18T13:22:00.000Z 微软已退出与Nscale合作的英国数据中心项目，引发市场对这家人工智能企业即将进行的首次公开募股的担忧。 https://slicast.com/ko/article/1gnynzx Slicast ko 2026-10-18T13:22:00.000Z Microsoft가 AI 기업 Nscale의 IPO 추진을 앞두고 우려가 커지는 가운데, 영국 데이터센터 프로젝트에서 철수했다. https://slicast.com/article/p3fbit Slicast en 2026-10-18T13:01:57.000Z Drones flew 1,000 km to strike St. Petersburg's oil terminal, fuel depot and a nearby data center. https://slicast.com/zh/article/p3fbit Slicast zh-cn 2026-10-18T13:01:57.000Z 无人机飞行1000公里，袭击了圣彼得堡的石油码头、燃料库以及附近的一座数据中心。 https://slicast.com/article/1tzpmvf Slicast en 2026-10-18T12:46:01.000Z The Financial Times reports that funding strains and construction delays are testing America's $10T AI buildout. https://slicast.com/zh/article/1tzpmvf Slicast zh-cn 2026-10-18T12:46:01.000Z 《金融时报》报道称，资金紧张与建设延期正在考验美国规模达10万亿美元的人工智能基础设施建设。 https://slicast.com/ko/article/1tzpmvf Slicast ko 2026-10-18T12:46:01.000Z 미국의 1조 달러 규모 AI 인프라 구축이 자금 부담과 공사 지연으로 시험대에 올랐다고 파이낸셜 타임스가 보도했다. https://slicast.com/article/76ctg0 Slicast en 2026-10-18T12:24:00.000Z Israel wants an AI data-center boom, but its power grid may not be ready to support it. https://slicast.com/zh/article/76ctg0 Slicast zh-cn 2026-10-18T12:24:00.000Z 以色列希望推动人工智能数据中心的繁荣，但其电网可能尚无法支撑这一目标。 https://slicast.com/article/1rb9i6j Slicast en 2026-10-18T11:45:00.000Z SemiAnalysis mapped more than 300 local data-center moratoriums against the US project pipeline and found that only three projects were actually delayed. https://slicast.com/zh/article/1rb9i6j Slicast zh-cn 2026-10-18T11:45:00.000Z SemiAnalysis将300多项地方数据中心禁令与美国项目管线进行比对，发现实际仅有三个项目受到延误。 https://slicast.com/article/1ur5fqs Slicast en 2026-10-18T11:31:45.000Z AI data-center delays have put Equinix and Digital Realty shares in focus. https://slicast.com/zh/article/1ur5fqs Slicast zh-cn 2026-10-18T11:31:45.000Z 人工智能数据中心的延期使Equinix与Digital Realty的股价受到关注。 https://slicast.com/article/1ksk4i5 Slicast en 2026-10-18T11:25:00.000Z Anthropic's proposed AI safety bill would apply only if 50 deaths or $1 billion in damages are at stake, and would require evaluators to report imminent risks to the Department of Commerce within 72 h https://slicast.com/zh/article/1ksk4i5 Slicast zh-cn 2026-10-18T11:25:00.000Z Anthropic提出的人工智能安全法案草案，只有在可能造成50人死亡或10亿美元损失时才会生效，并要求评估人员在72小时内向美国商务部报告迫在眉睫的风险。 https://slicast.com/article/9irdct Slicast en 2026-10-18T10:51:00.000Z DigiCo (ASX:DGT) shares are rebounding following its SYD1 deal. https://slicast.com/zh/article/9irdct Slicast zh-cn 2026-10-18T10:51:00.000Z DigiCo（ASX:DGT）在其SYD1交易后股价出现反弹。 https://slicast.com/article/13kn1ln Slicast en 2026-10-18T10:31:00.000Z Officials in a New Jersey town that fought a potential AI data center are now backtracking. https://slicast.com/zh/article/13kn1ln Slicast zh-cn 2026-10-18T10:31:00.000Z 新泽西州一个曾反对建设潜在人工智能数据中心的城镇，官员现已改变立场。 https://slicast.com/article/hbd413 Slicast en 2026-10-18T10:21:47.000Z China is moving to tighten controls on AI exports, citing national security risks. https://slicast.com/zh/article/hbd413 Slicast zh-cn 2026-10-18T10:21:47.000Z 中国拟以国家安全风险为由收紧人工智能出口管制。 https://slicast.com/ko/article/hbd413 Slicast ko 2026-10-18T10:21:47.000Z 중국은 국가안보 위험을 이유로 AI 수출 통제를 강화할 방침이다. https://slicast.com/article/ejhsan Slicast en 2026-10-18T10:02:48.000Z A township vote in Michigan has paved the way for the state's second hyperscale data center. https://slicast.com/zh/article/ejhsan Slicast zh-cn 2026-10-18T10:02:48.000Z 密歇根州一个镇的投票为该州第二座超大规模数据中心扫清了道路。 https://slicast.com/article/nqnbx8 Slicast en 2026-10-18T09:47:36.000Z China has proposed export restrictions on AI technologies, as reported by ForkLog. https://slicast.com/zh/article/nqnbx8 Slicast zh-cn 2026-10-18T09:47:36.000Z 中国拟对人工智能技术实施出口限制（据ForkLog报道）。 https://slicast.com/article/vsuypb Slicast en 2026-10-18T09:10:25.000Z SK Hynix has charted a post-HBM roadmap while a Seoul selloff tests the bull case for the stock, per ad-hoc-news.de. https://slicast.com/zh/article/vsuypb Slicast zh-cn 2026-10-18T09:10:25.000Z SK海力士公布了后HBM时代的产品路线图，同时首尔股市抛售对其看多逻辑构成考验。 https://slicast.com/article/vvkn2z Slicast en 2026-10-18T09:04:00.000Z Louisiana residents are being trained for jobs at Meta's largest-ever AI data center, with locals asking why they should not get in now. https://slicast.com/zh/article/vvkn2z Slicast zh-cn 2026-10-18T09:04:00.000Z 路易斯安那州居民正在接受培训，为进入Meta有史以来规模最大的人工智能数据中心工作做准备。 https://slicast.com/article/695mmi Slicast en 2026-10-18T09:00:00.000Z A PJM emergency grid alert has increased calls for more energy generation in Delaware. https://slicast.com/zh/article/695mmi Slicast zh-cn 2026-10-18T09:00:00.000Z PJM发布紧急电网警报，推动特拉华州加大发电能力建设的呼声。 https://slicast.com/article/1iq7xrv Slicast en 2026-10-18T08:55:52.000Z CXMT expects third-quarter revenue to surge nearly 600%, according to Seoul Economic Daily. https://slicast.com/zh/article/1iq7xrv Slicast zh-cn 2026-10-18T08:55:52.000Z 长鑫存储(CXMT)预计第三季度营收将激增近600%。 https://slicast.com/article/qngtv6 Slicast en 2026-10-18T08:53:00.000Z TSMC's profit jumped 69% to a record high on robust AI demand. https://slicast.com/zh/article/qngtv6 Slicast zh-cn 2026-10-18T08:53:00.000Z 台积电利润同比增长69%，创历史新高，主要得益于强劲的人工智能需求。 https://slicast.com/article/4ubhbo Slicast en 2026-10-18T08:40:39.000Z Micron's $35 billion buyback and a sold-out 2027 order book failed to calm a jittery market, per ad-hoc-news.de. https://slicast.com/zh/article/4ubhbo Slicast zh-cn 2026-10-18T08:40:39.000Z 美光350亿美元股票回购计划及2027年订单已售罄的消息，未能平复紧张的市场情绪。 https://slicast.com/article/1ys6ks1 Slicast en 2026-10-18T08:18:23.000Z Morgan Stanley sees significant upside in WULF, CIFR and MARA as bitcoin miners pivot to AI data centers. https://slicast.com/zh/article/1ys6ks1 Slicast zh-cn 2026-10-18T08:18:23.000Z 摩根士丹利看好WULF、CIFR和MARA的上行空间，因比特币矿企正转向人工智能数据中心业务。 https://slicast.com/article/utvwy Slicast en 2026-10-18T07:55:20.000Z Renqiu in Hebei is among China's first national demonstration sites for combined lithium and sodium energy storage, and the report argues that large-format cell choice, including 790Ah, is set by stat https://slicast.com/zh/article/utvwy Slicast zh-cn 2026-10-18T07:55:20.000Z 河北任丘成为全国首批锂钠储能示范项目之一，文章认为大容量电芯（如790Ah）的选型取决于电站收益模型。 https://slicast.com/article/d68yme Slicast en 2026-10-18T07:32:48.000Z Taiwan plans to make smuggling AI chips to China a criminal offense and to set up a $4B supply hub in the US. https://slicast.com/zh/article/d68yme Slicast zh-cn 2026-10-18T07:32:48.000Z 台湾拟将向中国走私人工智能芯片定为刑事犯罪，并计划在美国设立一个40亿美元的供应枢纽。 https://slicast.com/ko/article/d68yme Slicast ko 2026-10-18T07:32:48.000Z 대만, AI 칩 중국 밀수를 형사 범죄로 규정하고 미국에 40억 달러 규모 공급 허브 구축 계획 https://slicast.com/article/a7jaz4 Slicast en 2026-10-18T07:02:22.000Z Broadcom shares fell 4.7% as commentary flagged a financing wall for its AI business, per ad-hoc-news.de. https://slicast.com/zh/article/a7jaz4 Slicast zh-cn 2026-10-18T07:02:22.000Z 博通股价下跌4.7%，有评论指其人工智能业务面临融资瓶颈。 https://slicast.com/article/1jv879s Slicast en 2026-10-18T06:40:38.000Z CXMT projects record 24 trillion won in revenue even as its growth slows, according to Chosun Ilbo. https://slicast.com/zh/article/1jv879s Slicast zh-cn 2026-10-18T06:40:38.000Z 长鑫存储(CXMT)预计营收将达24万亿韩元，创历史新高，但增速放缓（据《朝鲜日报》）。 https://slicast.com/article/1jj59tf Slicast en 2026-10-18T06:21:52.000Z CXMT (688825.SH) reportedly posted net profit above RMB 100 billion in a single year, according to a Moomoo post. https://slicast.com/zh/article/1jj59tf Slicast zh-cn 2026-10-18T06:21:52.000Z 长鑫存储(CXMT，688825.SH)据称单年净利润超过1000亿元人民币（据Moomoo帖文）。 https://slicast.com/article/1djr0m5 Slicast en 2026-10-18T06:01:00.000Z A massive drone attack on St. Petersburg damaged the VK data center and a substation, and fuel depots caught fire. https://slicast.com/zh/article/1djr0m5 Slicast zh-cn 2026-10-18T06:01:00.000Z 圣彼得堡遭大规模无人机袭击，VK数据中心和一座变电站受损，燃料库也发生火灾。 https://slicast.com/article/lzwqk4 Slicast en 2026-10-18T05:57:31.000Z Microsoft is exiting its UK data-center deal with Nscale. https://slicast.com/zh/article/lzwqk4 Slicast zh-cn 2026-10-18T05:57:31.000Z 微软正退出与Nscale的英国数据中心合作项目。 https://slicast.com/article/5kjz3v Slicast en 2026-10-18T05:52:03.000Z Musk criticised Samsung and SK memory-chip pricing, and an expert says the criticism runs counter to market logic. https://slicast.com/zh/article/5kjz3v Slicast zh-cn 2026-10-18T05:52:03.000Z 马斯克批评三星与SK的存储芯片定价，一位专家认为这一批评有悖市场逻辑。 https://slicast.com/article/1bmawv7 Slicast en 2026-10-18T05:50:10.000Z Marvell raised its two-year revenue outlook to $30 billion on AI demand. https://slicast.com/zh/article/1bmawv7 Slicast zh-cn 2026-10-18T05:50:10.000Z 美满电子(Marvell)受人工智能需求推动，将两年期营收展望上调至300亿美元。 https://slicast.com/article/1ycgula Slicast en 2026-10-18T00:40:07.000Z Meta shares fell after its earnings report, with EPS missing by 14%, free cash flow at $784 million and capex raised again. https://slicast.com/zh/article/1ycgula Slicast zh-cn 2026-10-18T00:40:07.000Z Meta财报发布后股价下跌：每股收益低于预期14%，自由现金流为7.84亿美元，资本开支再度上调。 https://slicast.com/ko/article/1ycgula Slicast ko 2026-10-18T00:40:07.000Z Meta 주가는 실적 발표 이후 하락했다. 주당순이익(EPS)은 14% 미달했고, 잉여현금흐름은 7억 8,400만 달러였으며, 설비투자(capex)는 다시 상향 조정됐다. https://slicast.com/article/tp2rga Slicast en 2026-10-17T22:51:30.000Z Venture capital investment reached $170.9 billion in the third quarter, driven by AI megadeals. https://slicast.com/zh/article/tp2rga Slicast zh-cn 2026-10-17T22:51:30.000Z 第三季度风险投资额达1709亿美元，主要由人工智能大额交易推动。 https://slicast.com/article/a44m9b Slicast en 2026-10-17T20:22:53.000Z Micron is developing an edge-inference memory product aimed at fixing HBM's power-efficiency weakness, with a mass-production target of 2028 for AI-powered robots. https://slicast.com/zh/article/a44m9b Slicast zh-cn 2026-10-17T20:22:53.000Z 美光正在开发一款面向边缘推理的内存产品，旨在解决高带宽内存的能效短板，目标于2028年量产，用于人工智能驱动的机器人。 https://slicast.com/article/f3clo3 Slicast en 2026-10-17T19:26:55.000Z IREN has added a 900MW Redbank proposal to its Australian development pipeline, but the headline flags a key caveat attached to it. https://slicast.com/zh/article/f3clo3 Slicast zh-cn 2026-10-17T19:26:55.000Z IREN已将900兆瓦的Redbank项目提案加入其澳大利亚开发管线，但该消息附带一项关键保留条件。 https://slicast.com/ko/article/f3clo3 Slicast ko 2026-10-17T19:26:55.000Z IREN은 호주 개발 파이프라인에 900MW 규모의 Redbank 프로젝트 제안을 추가했으나, 헤드라인은 이에 수반된 핵심 유의 사항을 짚고 있다. https://slicast.com/article/18h8ynd Slicast en 2026-10-17T19:25:14.000Z TSMC reported $35.9 billion in revenue, and the analysis asks why demand for its chips is still outpacing supply. https://slicast.com/zh/article/18h8ynd Slicast zh-cn 2026-10-17T19:25:14.000Z 台积电报告营收359亿美元，分析文章追问为何其芯片需求仍超过供给。 https://slicast.com/article/fgoy22 Slicast en 2026-10-17T19:12:14.000Z CXMT shares surged 531% on their debut, and investors are now weighing the listing against Micron, SanDisk and SK Hynix. https://slicast.com/zh/article/fgoy22 Slicast zh-cn 2026-10-17T19:12:14.000Z 长鑫存储（CXMT）上市首日股价暴涨531%，投资者正将其与美光、闪迪及SK海力士进行比较。 https://slicast.com/article/4dywo3 Slicast en 2026-10-17T19:09:01.000Z Cisco raised its AI orders figure to $9 billion, and its stock is now pressing against a $124.62 trendline breakout. https://slicast.com/zh/article/4dywo3 Slicast zh-cn 2026-10-17T19:09:01.000Z 思科将其人工智能订单规模上调至90亿美元，股价目前正冲击124.62美元的趋势线突破位。 https://slicast.com/article/ddsp8z Slicast en 2026-10-17T18:51:37.000Z Cisco reported record fiscal 2026 third-quarter revenue of $15.8 billion and $2.1 billion in AI orders. https://slicast.com/zh/article/ddsp8z Slicast zh-cn 2026-10-17T18:51:37.000Z 思科2026财年第三季度营收创纪录，达158亿美元，人工智能订单为21亿美元。 https://slicast.com/article/nimrrt Slicast en 2026-10-17T18:50:03.000Z An Nvidia-backed AI company lost its $30 billion IPO before trading even started. https://slicast.com/zh/article/nimrrt Slicast zh-cn 2026-10-17T18:50:03.000Z 一家获英伟达支持的人工智能公司，在股票开始交易前便失去了其300亿美元的首次公开募股。 https://slicast.com/article/4wcnuv Slicast en 2026-10-17T18:07:36.000Z CXMT posted nearly $20 billion in profit, positioning it as a challenger to Micron in the AI chip market. https://slicast.com/zh/article/4wcnuv Slicast zh-cn 2026-10-17T18:07:36.000Z 长鑫存储（CXMT）录得近200亿美元利润，被视为在人工智能芯片市场挑战美光的力量。 https://slicast.com/article/1rmyhh9 Slicast en 2026-10-17T18:05:52.000Z Microsoft's planned spending on AI infrastructure in 2026 is cited at $190 billion. https://slicast.com/zh/article/1rmyhh9 Slicast zh-cn 2026-10-17T18:05:52.000Z 微软2026年人工智能基础设施支出据称达1900亿美元。 https://slicast.com/article/gu9g2e Slicast en 2026-10-17T17:45:00.000Z Citi says Chinese AI companies will sustain their plans to list in Hong Kong. https://slicast.com/zh/article/gu9g2e Slicast zh-cn 2026-10-17T17:45:00.000Z 花旗表示，中国人工智能公司将继续推进其在香港上市的计划。 https://slicast.com/article/1eygoaq Slicast en 2026-10-17T17:42:02.000Z Intel shares fell nearly 6% as TSMC moved to target Intel's packaging business. https://slicast.com/zh/article/1eygoaq Slicast zh-cn 2026-10-17T17:42:02.000Z 台积电将矛头指向英特尔的封装业务，英特尔股价下跌近6%。