https://slicast.com/commentary/firmus-2026-11-08 Slicast en 2026-11-08T21:14:16.809Z Firmus IPO Collapse and ASIC Inquiry, October 2026 https://slicast.com/zh/commentary/firmus-2026-11-08 Slicast zh-cn 2026-11-08T21:14:16.809Z Firmus IPO折戟与ASIC监管接触，2026年10月 https://slicast.com/article/zu8e6v Slicast en 2026-11-08T21:12:00.000Z ERCOT's December dual deadline approaches as valuation gap widens between computing-power developers "grid-connected" and "not yet grid-connected" https://slicast.com/zh/article/zu8e6v Slicast zh-cn 2026-11-08T21:12:00.000Z ERCOT 12月双截止日逼近，算力开发商"已并网"与"未并网"的估值鸿沟加速扩大 https://slicast.com/ko/article/zu8e6v Slicast ko 2026-11-08T21:12:00.000Z ERCOT의 12월 이중 마감 임박, 계통 연결 완료 기업과 미연결 기업 간 밸류에이션 격차 확대 https://slicast.com/article/1mail1b Slicast en 2026-11-08T21:11:00.000Z IDC: AI infrastructure spending reached $121.4 billion in Q2 2026 (+53% YoY); full-year forecast raised to $521.0 billion https://slicast.com/zh/article/1mail1b Slicast zh-cn 2026-11-08T21:11:00.000Z IDC：2026年Q2 AI基础设施支出$1214亿(+53% YoY)，全年预测上调至$5210亿 https://slicast.com/ko/article/1mail1b Slicast ko 2026-11-08T21:11:00.000Z IDC: 2026년 2분기 AI 인프라 지출은 1,214억 달러(전년 대비 53% 증가)에 達하지 않도록 주의해야 하므로 정정하면 다음과 같습니다. IDC: 2026년 2분기 AI 인프라 지출 1214억 달러(전년 대비 +53%); 연간 전망치 5210억 달러로 상향 https://slicast.com/article/prs5zu Slicast en 2026-11-08T21:10:00.000Z The four hyperscalers' combined 2026 capex totals $720-740 billion, reinforcing the trend toward direct investment in computing infrastructure. https://slicast.com/zh/article/prs5zu Slicast zh-cn 2026-11-08T21:10:00.000Z 四大超大规模厂商2026年合计资本开支$7200-7400亿，算力直建趋势强化 https://slicast.com/ko/article/prs5zu Slicast ko 2026-11-08T21:10:00.000Z 4대 하이퍼스케일러의 2026년 합산 설비투자(CapEx)는 7,200억~7,400억 달러에 달하며, 컴퓨팅 인프라에 대한 직접 투자 확대 흐름을 뒷받침하고 있다. https://slicast.com/article/1jtuhhl Slicast en 2026-11-08T21:09:00.000Z SK Hynix Establishes $10 Billion US Investment Unit to Accelerate Localization of HBM Supply Chain https://slicast.com/zh/article/1jtuhhl Slicast zh-cn 2026-11-08T21:09:00.000Z SK Hynix成立$100亿美国投资部门，HBM供应链本土化加速 https://slicast.com/ko/article/1jtuhhl Slicast ko 2026-11-08T21:09:00.000Z SK하이닉스, HBM 공급망 현지화 가속 위해 100억 달러 규모 미국 투자 법인 설립 https://slicast.com/article/12r017q Slicast en 2026-11-08T21:08:00.000Z NVIDIA Rubin GPU faces HBM4 supply shortage; supply chain commitments rise from $119 billion to $279 billion https://slicast.com/zh/article/12r017q Slicast zh-cn 2026-11-08T21:08:00.000Z NVIDIA Rubin GPU面临HBM4供应短缺，供应链承诺从$1190亿升至$2790亿 https://slicast.com/ko/article/12r017q Slicast ko 2026-11-08T21:08:00.000Z NVIDIA Rubin GPU, HBM4 공급 부족 직면… 공급망 약정 1,190억 달러에서 2,790억 달러로 증가 https://slicast.com/article/18ehwpy Slicast en 2026-11-08T21:07:00.000Z 41 of 41 local votes in the US halted data centers; Texas governor-elect pledges to pause new construction approvals https://slicast.com/zh/article/18ehwpy Slicast zh-cn 2026-11-08T21:07:00.000Z 美国41项本地投票40项叫停数据中心，德克萨斯州长候任人承诺暂停新建审批 https://slicast.com/ko/article/18ehwpy Slicast ko 2026-11-08T21:07:00.000Z 41개 중 41개 미국 지역 투표 결과, 데이터센터 가동이 중단됐다. 텍사스 주지사 당선인은 신규 건설 승인을 일시 중단하겠다고 공약했다. https://slicast.com/article/1knyg6y Slicast en 2026-11-08T21:04:00.000Z Anthropic files S-1 with SEC: Q3 revenue approx. $17B, $895.4B in compute commitments, IPO valuation may fall to $1.2–1.5T https://slicast.com/zh/article/1knyg6y Slicast zh-cn 2026-11-08T21:04:00.000Z Anthropic向SEC提交S-1：Q3收入约$170亿，$8954亿算力承诺，IPO估值或回落至$1.2-1.5万亿 https://slicast.com/ko/article/1knyg6y Slicast ko 2026-11-08T21:04:00.000Z Anthropic, SEC에 S-1 제출: 3분기 매출 약 170억 달러, 컴퓨팅 약정 8,954억 달러, IPO 기업가치 1.2~1.5조 달러 전망 https://slicast.com/article/rxqv8n Slicast en 2026-11-08T21:02:00.000Z CoreWeave 2032 bond yields break 16% as $35 billion in debt weighs on sentiment; tomorrow's earnings report is a key juncture for market liquidity confidence https://slicast.com/zh/article/rxqv8n Slicast zh-cn 2026-11-08T21:02:00.000Z CoreWeave 2032年债券收益率突破16%，$350亿债务压顶，明日财报成市场流动性信心关键节点 https://slicast.com/ko/article/rxqv8n Slicast ko 2026-11-08T21:02:00.000Z CoreWeave 2032년 만기 채권 수익률, 350억 달러 규모 부채 부담에 16% 돌파…내일 실적 발표가 시장 유동성 신뢰의 분수령 https://slicast.com/article/1s3o8ki Slicast en 2026-11-08T21:01:00.000Z Microsoft Scales Back Neocloud Partnerships; CoreWeave, IREN and Nebius Fall Roughly 50% Over the Month Amid Democratic Midterm Election Victory https://slicast.com/zh/article/1s3o8ki Slicast zh-cn 2026-11-08T21:01:00.000Z Microsoft宣布收缩neocloud合作方，CoreWeave/IREN/Nebius月跌约50%，民主党中期选举胜选雪上加霜 https://slicast.com/ko/article/1s3o8ki Slicast ko 2026-11-08T21:01:00.000Z Microsoft, 네오클라우드 파트너십 축소; 민주당 중간선거 승리 속 CoreWeave, IREN, Nebius 한 달간 약 50% 하락 https://slicast.com/commentary/vistra-2026-11-08 Slicast en 2026-11-08T20:55:48.009Z Vistra Q3 2026 Results: Record $2.38B Adjusted EBITDA and $7.7–$8.5B 2027 Guidance https://slicast.com/zh/commentary/vistra-2026-11-08 Slicast zh-cn 2026-11-08T20:55:48.009Z Vistra 2026年第三季度业绩：调整后EBITDA创纪录达23.8亿美元，2027年指引77亿至85亿美元 https://slicast.com/commentary/nuscale-2026-11-08 Slicast en 2026-11-08T20:45:02.866Z NuScale Power Stock, November 2026: 16% Single-Day Jump in a Nuclear Sector Rebound https://slicast.com/zh/commentary/nuscale-2026-11-08 Slicast zh-cn 2026-11-08T20:45:02.866Z NuScale Power股价，2026年11月：核能板块整体反弹推动单日上涨16.2% https://slicast.com/commentary/terawulf-2026-11-08 Slicast en 2026-11-08T20:34:50.147Z TeraWulf Q3 2026 Earnings, November 2026: AI Leasing Hits 83% of Revenue as Operating Loss Widens 257% https://slicast.com/zh/commentary/terawulf-2026-11-08 Slicast zh-cn 2026-11-08T20:34:50.147Z TeraWulf 2026年三季报（2026年11月）：AI租赁贡献83%营收，经营亏损扩大257% https://slicast.com/article/p3jbn5 Slicast en 2026-11-08T20:31:39.000Z Nvidia has opened an internal probe after a report that CEO Jensen Huang was a target of foreign intelligence. Separate coverage says the board is reviewing the matter and that bipartisan members of C https://slicast.com/zh/article/p3jbn5 Slicast zh-cn 2026-11-08T20:31:39.000Z 英伟达（Nvidia）在一篇关于首席执行官黄仁勋（Jensen Huang）曾被外国情报机构作为目标的报道后启动了内部调查。另有报道称，公司董事会正在审查此事，两党国会议员也在审视该报道提及的所谓中国间谍关联。 https://slicast.com/commentary/iren-2026-11-08 Slicast en 2026-11-08T20:26:23.300Z IREN Q1 FY2027 Earnings, November 2026 https://slicast.com/zh/commentary/iren-2026-11-08 Slicast zh-cn 2026-11-08T20:26:23.300Z IREN 2027财年一季报，2026年11月 https://slicast.com/brief/2026-11-09 Slicast en 2026-11-08T20:07:36.479Z Latest AI Infrastructure News: November 9, 2026 https://slicast.com/zh/brief/2026-11-09 Slicast zh-cn 2026-11-08T20:07:36.479Z AI 基础设施新闻早报 · 2026年11月9日 https://slicast.com/ko/brief/2026-11-09 Slicast ko 2026-11-08T20:07:36.479Z 최신 AI 인프라 뉴스 · 2026년 11월 9일 https://slicast.com/article/7fxfu4 Slicast en 2026-11-08T19:33:50.000Z FourWeekMBA reports that an Aramco building in Riyadh was damaged about a week after the HUMAIN deal, with no cause or further detail given in the headline. https://slicast.com/zh/article/7fxfu4 Slicast zh-cn 2026-11-08T19:33:50.000Z FourWeekMBA报道称，在HUMAIN交易约一周后，利雅得的沙特阿美大楼遭到损坏，但标题未给出原因或更多细节。 https://slicast.com/ko/article/7fxfu4 Slicast ko 2026-11-08T19:33:50.000Z FourWeekMBA는 HUMAIN 거래 약 1주일 후 리야드의 Aramco 건물이 손상되었다고 보도했으며, 헤드라인에는 원인이나 추가 세부 내용이 명시되지 않았습니다. https://slicast.com/article/e9m2f3 Slicast en 2026-11-08T18:10:01.000Z Engadget reports that the UK has no plans to slow down AI data center construction. https://slicast.com/zh/article/e9m2f3 Slicast zh-cn 2026-11-08T18:10:01.000Z Engadget报道称，英国无意放缓人工智能数据中心的建设。 https://slicast.com/ko/article/e9m2f3 Slicast ko 2026-11-08T18:10:01.000Z Engadget은 영국이 AI 데이터센터 건설 속도를 늦출 계획이 없다고 보도했다. https://slicast.com/article/1pl61xo Slicast en 2026-11-08T18:06:12.000Z CNBC reports that Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny over a reported China spy link. https://slicast.com/zh/article/1pl61xo Slicast zh-cn 2026-11-08T18:06:12.000Z CNBC报道称，英伟达首席执行官黄仁勋因一项据报道的中国间谍关联问题，正面临国会两党议员的审查。 https://slicast.com/ko/article/1pl61xo Slicast ko 2026-11-08T18:06:12.000Z CNBC는 엔비디아 CEO 젠슨 황이 중국과의 간첩 연루 의혹과 관련해 여야 초당적 의회 조사를 받고 있다고 보도했다. https://slicast.com/article/vzhv2h Slicast en 2026-11-08T18:00:00.000Z AFR's headline calls for keeping coal firing and starting up nuclear to power data centres in Australia. https://slicast.com/zh/article/vzhv2h Slicast zh-cn 2026-11-08T18:00:00.000Z AFR的标题呼吁保持燃煤发电持续运行，并启动核电，为澳大利亚的数据中心供电。 https://slicast.com/ko/article/vzhv2h Slicast ko 2026-11-08T18:00:00.000Z AFR의 헤드라인은 호주 데이터센터에 전력을 공급하기 위해 석탄 발전을 유지하고 원자력 발전을 가동할 것을 촉구하고 있다. https://slicast.com/article/1wsuebw Slicast en 2026-11-08T17:21:26.000Z Barclays lifted Bloom Energy to Overweight while cutting its price target. https://slicast.com/zh/article/1wsuebw Slicast zh-cn 2026-11-08T17:21:26.000Z 巴克莱将Bloom Energy上调至超配评级，同时下调了其目标价。 https://slicast.com/ko/article/1wsuebw Slicast ko 2026-11-08T17:21:26.000Z Barclays가 Bloom Energy의 투자의견을 Overweight로 상향했으나 목표주가는 낮췄다. https://slicast.com/article/1bl8n7l Slicast en 2026-11-08T17:03:58.000Z Dallas Express reports that Oncor is weighing a bigger Texas grid buildout as data center requests raise cost questions. https://slicast.com/zh/article/1bl8n7l Slicast zh-cn 2026-11-08T17:03:58.000Z Dallas Express报道称，Oncor正考虑扩大德州电网建设规模，而数据中心的接入需求引发了成本问题的质疑。 https://slicast.com/ko/article/1bl8n7l Slicast ko 2026-11-08T17:03:58.000Z Dallas Express는 데이터센터 전력 수요 요청이 늘면서 비용 문제가 제기되는 가운데, Oncor가 텍사스 전력망의 대규모 확충을 검토하고 있다고 보도했다. https://slicast.com/article/1icxu6u Slicast en 2026-11-08T16:56:31.000Z tech-insider.org reports that the SA data centre rush needs a $5B grid upgrade. https://slicast.com/zh/article/1icxu6u Slicast zh-cn 2026-11-08T16:56:31.000Z tech-insider.org报道称，SA地区的数据中心建设热潮需要一项$5B的电网升级。 https://slicast.com/ko/article/1icxu6u Slicast ko 2026-11-08T16:56:31.000Z tech-insider.org에 따르면 SA 데이터센터 붐에는 50억 달러 규모의 전력망 업그레이드가 필요하다. https://slicast.com/article/qoj5kf Slicast en 2026-11-08T16:38:11.000Z Wccftech's investigation finds Chinese military-linked firms gained approval to assemble NVIDIA H200 AI GPUs, which it describes as a half-baked U.S. approval system. https://slicast.com/zh/article/qoj5kf Slicast zh-cn 2026-11-08T16:38:11.000Z Wccftech的调查发现，与中国军方相关的企业获准组装英伟达H200人工智能GPU，该报道称这凸显了美国审批制度的漏洞。 https://slicast.com/ko/article/qoj5kf Slicast ko 2026-11-08T16:38:11.000Z Wccftech의 조사에 따르면 중국 군사 관련 기업들이 NVIDIA H200 AI GPU를 조립할 수 있는 승인을 받은 것으로 나타났으며, 이는 미국의 승인 체계가 허술하다는 것을 보여준다고 지적했다. https://slicast.com/article/xoglrz Slicast en 2026-11-08T16:09:15.000Z Bloom Energy has signed a 900 MW data center power deal, its largest overseas win to date. https://slicast.com/zh/article/xoglrz Slicast zh-cn 2026-11-08T16:09:15.000Z Bloom Energy 已签下一份 900 兆瓦数据中心供电协议,为其迄今在海外最大的一笔订单。 https://slicast.com/ko/article/xoglrz Slicast ko 2026-11-08T16:09:15.000Z Bloom Energy, 900MW 규모의 데이터센터 전력 공급 계약을 체결했으며, 이는 해외 수주 사상 최대 규모다. https://slicast.com/article/1edi5uk Slicast en 2026-11-08T16:02:00.000Z Yahoo Finance reports that Susquehanna warns 8% of planned AI data centre capacity could face cancellation. https://slicast.com/zh/article/1edi5uk Slicast zh-cn 2026-11-08T16:02:00.000Z Yahoo Finance报道称，Susquehanna警告，计划中的人工智能数据中心容量中可能有8%面临取消。 https://slicast.com/ko/article/1edi5uk Slicast ko 2026-11-08T16:02:00.000Z Yahoo Finance는 Susquehanna가 계획된 AI 데이터센터 용량의 8%가 취소될 수 있다고 경고했다고 보도했다. https://slicast.com/article/1hv94b Slicast en 2026-11-08T15:45:00.000Z AOL.com reports that experts are raising alarms over xAI's jet engine-powered data center. https://slicast.com/zh/article/1hv94b Slicast zh-cn 2026-11-08T15:45:00.000Z AOL.com报道称，专家对xAI以喷气发动机供电的数据中心发出了警告。 https://slicast.com/ko/article/1hv94b Slicast ko 2026-11-08T15:45:00.000Z AOL.com는 xAI의 제트엔진 기반 데이터센터에 대해 전문가들이 우려를 제기하고 있다고 보도했다. https://slicast.com/article/sjl0qj Slicast en 2026-11-08T15:25:00.000Z Tom's Hardware reports that Diamond Foundry has created the world's first 200mm single-crystal diamond wafer, designed to remove heat efficiently and prevent hotspots on AI processors. https://slicast.com/zh/article/sjl0qj Slicast zh-cn 2026-11-08T15:25:00.000Z Tom's Hardware报道称，Diamond Foundry制造出全球首片200毫米单晶金刚石晶圆，其设计目的是高效导热并防止人工智能处理器出现热点。 https://slicast.com/ko/article/sjl0qj Slicast ko 2026-11-08T15:25:00.000Z Tom's Hardware는 Diamond Foundry가 AI 프로세서의 열을 효율적으로 제거하고 핫스팟을 방지하도록 설계된 세계 최초의 200mm 단결정 다이아몬드 웨이퍼를 개발했다고 보도했다. https://slicast.com/article/16qrefq Slicast en 2026-11-08T15:00:31.000Z US lawmakers are seeking a briefing from Nvidia CEO Jensen Huang over concerns about China-linked espionage. https://slicast.com/zh/article/16qrefq Slicast zh-cn 2026-11-08T15:00:31.000Z 美国议员正寻求英伟达首席执行官黄仁勋就涉及中国的间谍活动担忧进行情况通报。 https://slicast.com/ko/article/16qrefq Slicast ko 2026-11-08T15:00:31.000Z 미국 의원들은 중국 연계 간첩 활동 우려와 관련하여 엔비디아 CEO 젠슨 황으로부터 브리핑을 요청하고 있다. https://slicast.com/article/1f2xbgm Slicast en 2026-11-08T14:29:07.000Z Infineon says AI data center power chips are emerging as a key growth driver for the company. https://slicast.com/zh/article/1f2xbgm Slicast zh-cn 2026-11-08T14:29:07.000Z 英飞凌表示，面向人工智能数据中心的功率芯片正成为公司的关键增长引擎。 https://slicast.com/ko/article/1f2xbgm Slicast ko 2026-11-08T14:29:07.000Z Infineon은 AI 데이터센터용 전력 반도체가 회사의 핵심 성장 동력으로 떠오르고 있다고 밝혔다. https://slicast.com/article/18nek6c Slicast en 2026-11-08T14:26:07.000Z Bloomberg reports that voters are putting the AI data center boom on notice. https://slicast.com/zh/article/18nek6c Slicast zh-cn 2026-11-08T14:26:07.000Z 彭博社报道称，选民正对人工智能数据中心的热潮发出警告。 https://slicast.com/ko/article/18nek6c Slicast ko 2026-11-08T14:26:07.000Z Bloomberg는 유권자들이 AI 데이터센터 붐에 경고장을 날리고 있다고 보도했다. https://slicast.com/article/4br5ls Slicast en 2026-11-08T14:22:49.000Z Intel is reported to be down 53% this quarter, erasing about $340B in market value. https://slicast.com/zh/article/4br5ls Slicast zh-cn 2026-11-08T14:22:49.000Z 据报道，英特尔本季度股价下跌53%，市值蒸发约3400亿美元。 https://slicast.com/ko/article/4br5ls Slicast ko 2026-11-08T14:22:49.000Z Intel 주가가 이번 분기에 53% 하락한 것으로 보도되었으며, 이로 인해 약 340B 달러의 시가총액이 증발했습니다. https://slicast.com/article/weho3b Slicast en 2026-11-08T14:21:01.000Z An ET Government analysis asks whether credit default swaps can protect investors if the AI bubble bursts. https://slicast.com/zh/article/weho3b Slicast zh-cn 2026-11-08T14:21:01.000Z ET Government的一篇分析探讨，若人工智能泡沫破裂，信用违约互换能否保护投资者。 https://slicast.com/ko/article/weho3b Slicast ko 2026-11-08T14:21:01.000Z ET Government 분석은 AI 거품이 꺼질 경우 신용부도스왑(CDS)이 투자자를 보호할 수 있는지 묻고 있다. https://slicast.com/article/1brg3nb Slicast en 2026-11-08T14:11:00.000Z DPR says data center and advanced factory projects are now competing for the same construction crews. https://slicast.com/zh/article/1brg3nb Slicast zh-cn 2026-11-08T14:11:00.000Z DPR表示，数据中心与先进制造工厂项目如今正争夺同一批施工工人。 https://slicast.com/ko/article/1brg3nb Slicast ko 2026-11-08T14:11:00.000Z DPR는 데이터센터와 첨단 공장 프로젝트가 이제 같은 건설 인력을 두고 경쟁하고 있다고 밝혔다. https://slicast.com/article/1r3dkjq Slicast en 2026-11-08T14:03:00.000Z Saudization requirements rise to 35% for 94 technical engineering professions, effective May 9, 2027. https://slicast.com/zh/article/1r3dkjq Slicast zh-cn 2026-11-08T14:03:00.000Z 沙特Saudization比例将提高至35%，适用于94个技术工程类职业，自2027年5月9日起生效。 https://slicast.com/ko/article/1r3dkjq Slicast ko 2026-11-08T14:03:00.000Z 사우디화 요건이 94개 기술 및 엔지니어링 직종에 대해 35%로 상향되며, 2027년 5월 9일부터 시행됩니다. https://slicast.com/article/6pxqzm Slicast en 2026-11-08T13:49:47.000Z The Australian's opinion piece asks whether Goodman Group's Greg Goodman has read community sentiment on data centres. https://slicast.com/zh/article/6pxqzm Slicast zh-cn 2026-11-08T13:49:47.000Z 《澳大利亚人报》的一篇评论质疑Goodman Group的Greg Goodman是否已准确把握社区对数据中心的态度。 https://slicast.com/ko/article/6pxqzm Slicast ko 2026-11-08T13:49:47.000Z The Australian의 오피니언 기고는 Goodman Group의 Greg Goodman이 데이터센터에 대한 지역사회 여론을 제대로 파악하고 있는지 묻고 있다. https://slicast.com/article/1sb8uhb Slicast en 2026-11-08T13:31:44.000Z Broadcom's AI ambitions rest on two timetables: rack deliveries in 2027 and a Singapore packaging initiative. https://slicast.com/zh/article/1sb8uhb Slicast zh-cn 2026-11-08T13:31:44.000Z 博通的人工智能业务依赖两条时间表：2027年的机架交付，以及新加坡的封装项目。 https://slicast.com/ko/article/1sb8uhb Slicast ko 2026-11-08T13:31:44.000Z Broadcom의 AI 전략은 두 가지 일정에 달려 있다: 2027년 랙 출하와 싱가포르 패키징 이니셔티브다. https://slicast.com/article/mvalm5 Slicast en 2026-11-08T13:31:44.000Z Reports describe a Broadcom rack deal with Anthropic structured as a $63 billion financing package that includes a $43 billion backstop. A second article (item 14) also cites the $63 billion figure. https://slicast.com/zh/article/mvalm5 Slicast zh-cn 2026-11-08T13:31:44.000Z 据报道，Broadcom与Anthropic的机架级交易以630亿美元融资方案的形式安排，其中包括430亿美元的备用融资（backstop）。另一篇文章（第14条）同样引用了630亿美元这一数字。 https://slicast.com/ko/article/mvalm5 Slicast ko 2026-11-08T13:31:44.000Z Broadcom, Anthropic 간 랙 거래가 630억 달러 규모의 금융 패키지로 구성되었으며, 이에는 430억 달러의 백스톱이 포함되어 있다는 보도가 나왔다. 두 번째 기사(14번 항목)도 630억 달러라는 수치를 인용하고 있다. https://slicast.com/article/aixzr8 Slicast en 2026-11-08T13:20:00.000Z Between 150 and 200 people were arrested after a protest at a Microsoft data center construction site turned violent, and it is unclear which group entered the site first. https://slicast.com/zh/article/aixzr8 Slicast zh-cn 2026-11-08T13:20:00.000Z 一场在微软数据中心施工现场发生的抗议活动演变为暴力冲突，150至200人被捕，目前尚不清楚哪一方先进入施工现场。 https://slicast.com/ko/article/aixzr8 Slicast ko 2026-11-08T13:20:00.000Z 마이크로소프트 데이터센터 공사 현장에서 열린 시위가 폭력 사태로 번져 150명에서 200명 사이의 사람들이 체포되었으며, 어느 집단이 먼저 현장에 진입했는지는 명확하지 않다. https://slicast.com/article/11pdm4x Slicast en 2026-11-08T13:19:05.000Z CoreWeave says it will self-fund grid costs for its Texas data centers. https://slicast.com/zh/article/11pdm4x Slicast zh-cn 2026-11-08T13:19:05.000Z CoreWeave表示，将自行承担其得克萨斯州数据中心的电网接入成本。 https://slicast.com/ko/article/11pdm4x Slicast ko 2026-11-08T13:19:05.000Z CoreWeave는 텍사스 데이터센터의 전력망 구축 비용을 자체 자금으로 부담할 계획이라고 밝혔다. https://slicast.com/article/1isa6fu Slicast en 2026-11-08T13:04:00.000Z Global Times argues that Washington's China tech race is running into practical limits. https://slicast.com/zh/article/1isa6fu Slicast zh-cn 2026-11-08T13:04:00.000Z 环球时报认为，华盛顿的对华科技竞赛正遭遇现实阻力。 https://slicast.com/ko/article/1isa6fu Slicast ko 2026-11-08T13:04:00.000Z Global Times는 워싱턴의 대중국 기술 경쟁이 현실적인 한계에 부딪히고 있다고 주장했다. https://slicast.com/article/vdhgu Slicast en 2026-11-08T13:00:07.000Z Benzinga's weekly crypto roundup highlights Core Scientific's mining exit alongside a possible further bitcoin decline. https://slicast.com/zh/article/vdhgu Slicast zh-cn 2026-11-08T13:00:07.000Z Benzinga的每周加密货币综述重点提及Core Scientific退出挖矿业务，同时指出比特币可能进一步下跌。 https://slicast.com/ko/article/vdhgu Slicast ko 2026-11-08T13:00:07.000Z Benzinga의 주간 암호화폐 요약은 Core Scientific의 채굴 사업 철수와 비트코인의 추가 하락 가능성을 주목했다. https://slicast.com/article/11scfen Slicast en 2026-11-08T13:00:00.000Z Tom's Hardware reports that the offices of New Matrix and Maginfra, two Chinese companies approved to receive H200 chips, appear abandoned, and people in the buildings say they are unfamiliar with the https://slicast.com/zh/article/11scfen Slicast zh-cn 2026-11-08T13:00:00.000Z Tom's Hardware报道称，获准接收H200芯片的两家中国公司New Matrix与Maginfra的办公室看似已废弃，楼内人员称并不了解这两家公司。 https://slicast.com/ko/article/11scfen Slicast ko 2026-11-08T13:00:00.000Z Tom's Hardware는 H200 칩 수령 승인을 받은 중국 기업 New Matrix와 Maginfra의 사무실이 방치된 것으로 보이며, 건물 관계자들은 해당 기업을 알지 못한다고 전했다. https://slicast.com/article/3kgo7s Slicast en 2026-11-08T12:51:07.000Z Reports say H200 chips are stranded in Hong Kong, while AMD is betting on data center demand. https://slicast.com/zh/article/3kgo7s Slicast zh-cn 2026-11-08T12:51:07.000Z 据报道，H200芯片滞留香港，而AMD正押注数据中心市场。 https://slicast.com/ko/article/3kgo7s Slicast ko 2026-11-08T12:51:07.000Z H200 칩이 홍콩에 발이 묶였다는 보도가 나오는 가운데, AMD는 데이터센터 수요에 베팅하고 있다. https://slicast.com/article/1xvcgsc Slicast en 2026-11-08T12:40:00.000Z CPU-Z data shows PC memory capacity is falling for the first time, with 64GB adoption down 18% year over year as AI-driven memory chip prices soar. https://slicast.com/zh/article/1xvcgsc Slicast zh-cn 2026-11-08T12:40:00.000Z CPU-Z数据显示，个人电脑内存容量首次出现下降，64GB内存配置占比同比下滑18%，原因是人工智能驱动的内存芯片价格飙升。 https://slicast.com/ko/article/1xvcgsc Slicast ko 2026-11-08T12:40:00.000Z CPU-Z 데이터에 따르면 AI 수요로 메모리 반도체 가격이 급등하면서 PC 메모리 용량이 처음으로 감소하고 있으며, 64GB 채택률은 전년 대비 18% 하락했다. https://slicast.com/article/qrmog4 Slicast en 2026-11-08T12:34:50.000Z The Dutch government has committed €120 million to AI infrastructure and safety. https://slicast.com/zh/article/qrmog4 Slicast zh-cn 2026-11-08T12:34:50.000Z 荷兰政府承诺投入1.2亿欧元，用于人工智能基础设施与安全领域。 https://slicast.com/ko/article/qrmog4 Slicast ko 2026-11-08T12:34:50.000Z 네덜란드 정부는 AI 인프라 및 안전 분야에 1억 2,000만 유로를 투입하기로 했다. https://slicast.com/article/1odfrhb Slicast en 2026-11-08T12:26:01.000Z Stockland has dropped an AI data center from its Sydney golf course redevelopment after a residents' campaign. https://slicast.com/zh/article/1odfrhb Slicast zh-cn 2026-11-08T12:26:01.000Z Stockland在居民发起的抗议运动之后，已将其悉尼高尔夫球场重建项目中的人工智能数据中心移除。 https://slicast.com/ko/article/1odfrhb Slicast ko 2026-11-08T12:26:01.000Z Stockland가 주민들의 캠페인 이후 시드니 골프장 재개발 계획에서 AI 데이터센터를 제외했다. https://slicast.com/article/42vvuh Slicast en 2026-11-08T12:20:47.000Z Nvidia CEO Jensen Huang rejects Anthropic's push for a total China chip ban, saying 'I Completely Disagree' and that 'America Is About Competition'. https://slicast.com/zh/article/42vvuh Slicast zh-cn 2026-11-08T12:20:47.000Z 英伟达首席执行官黄仁勋反驳Anthropic全面禁止对华芯片出口的主张，称'我完全不同意'，并认为'美国的核心是竞争'。 https://slicast.com/ko/article/42vvuh Slicast ko 2026-11-08T12:20:47.000Z Nvidia CEO Jensen Huang는 Anthropic의 중국 반도체 전면 금지 주장에 반대하며, "I Completely Disagree"라고 밝혔고 "America Is About Competition"이라고 말했다. https://slicast.com/article/1793cbe Slicast en 2026-11-08T12:13:32.000Z ByteDance is expanding a data center in Brazil as part of its largest overseas compute footprint. https://slicast.com/zh/article/1793cbe Slicast zh-cn 2026-11-08T12:13:32.000Z 字节跳动正在巴西扩建数据中心，打造其海外最大规模的算力资产布局。 https://slicast.com/ko/article/1793cbe Slicast ko 2026-11-08T12:13:32.000Z ByteDance는 최대 규모의 해외 컴퓨팅 인프라의 일환으로 브라질에 데이터센터를 확장하고 있다. https://slicast.com/article/16yc42d Slicast en 2026-11-08T12:10:41.000Z A feature examines how far China's domestic advanced packaging capacity expansion has really progressed and what the supply chain still lacks. https://slicast.com/zh/article/16yc42d Slicast zh-cn 2026-11-08T12:10:41.000Z 一篇专题报道审视中国本土先进封装产能扩张的真实进展，以及供应链仍欠缺的环节。 https://slicast.com/ko/article/16yc42d Slicast ko 2026-11-08T12:10:41.000Z 중국 국내 첨단 패키징 생산능력 확충이 실제로 어디까지 진척되었으며, 공급망에 여전히 무엇이 부족한지를 짚어보는 기획 기사다. https://slicast.com/article/1li4ev9 Slicast en 2026-11-08T11:46:22.000Z Stockland has dumped its Sydney airport data centre plan, and the AirTrunk plan has been nixed. https://slicast.com/zh/article/1li4ev9 Slicast zh-cn 2026-11-08T11:46:22.000Z Stockland放弃了悉尼机场的数据中心项目，AirTrunk计划也已被取消。 https://slicast.com/ko/article/1li4ev9 Slicast ko 2026-11-08T11:46:22.000Z Stockland는 시드니 공항 데이터센터 계획을 철회했으며, AirTrunk 계획도 무산되었습니다. https://slicast.com/article/nugvxj Slicast en 2026-11-08T11:26:00.000Z Korea IT Times explains why AI data centers cannot be energized immediately even when they sit near power plants. https://slicast.com/zh/article/nugvxj Slicast zh-cn 2026-11-08T11:26:00.000Z Korea IT Times解释了为何即便AI数据中心靠近发电厂，也无法立即通电投运。 https://slicast.com/ko/article/nugvxj Slicast ko 2026-11-08T11:26:00.000Z Korea IT Times는 AI 데이터센터가 발전소 인근에 위치하더라도 즉시 전력을 공급받지 못하는 이유를 설명한다. https://slicast.com/article/1naa6n2 Slicast en 2026-11-08T11:05:36.000Z Texas leads the US in planned data center capacity, with more than 60 gigawatts in the pipeline. https://slicast.com/zh/article/1naa6n2 Slicast zh-cn 2026-11-08T11:05:36.000Z 德克萨斯州规划中的数据中心容量居美国首位，超过60吉瓦。 https://slicast.com/ko/article/1naa6n2 Slicast ko 2026-11-08T11:05:36.000Z 텍사스는 60기가와트가 넘는 파이프라인을 보유하며 미국에서 계획된 데이터센터 용량이 가장 많은 주이다. https://slicast.com/article/1c3yvee Slicast en 2026-11-08T11:04:22.000Z Ethereum co-founder Vitalik Buterin has defended anti-data center movements. https://slicast.com/zh/article/1c3yvee Slicast zh-cn 2026-11-08T11:04:22.000Z 以太坊联合创始人Vitalik Buterin为反数据中心运动进行了辩护。 https://slicast.com/ko/article/1c3yvee Slicast ko 2026-11-08T11:04:22.000Z Ethereum 공동 창립자 Vitalik Buterin은 데이터센터 반대 운동을 옹호했다. https://slicast.com/article/1kzsxd8 Slicast en 2026-11-08T11:02:00.000Z A Charlotte Observer report warns that the data center boom could leave Americans 'on the hook' for large costs. https://slicast.com/zh/article/1kzsxd8 Slicast zh-cn 2026-11-08T11:02:00.000Z 夏洛特观察报（Charlotte Observer）报道警告称，数据中心热潮可能让美国民众承担巨额费用。 https://slicast.com/ko/article/1kzsxd8 Slicast ko 2026-11-08T11:02:00.000Z Charlotte Observer 보도는 데이터센터 붐으로 인해 미국인들이 막대한 비용을 '떠안게 될' 수 있다고 경고했다. https://slicast.com/article/1txrnen Slicast en 2026-11-08T11:00:48.000Z Data Center Dynamics examines what data centers need to weigh when storing produced water, which it describes as a possible alternative to portable supplies. https://slicast.com/zh/article/1txrnen Slicast zh-cn 2026-11-08T11:00:48.000Z Data Center Dynamics探讨了数据中心储存采出水时需要考虑的因素，并称其可能是便携式供水的替代方案。 https://slicast.com/ko/article/1txrnen Slicast ko 2026-11-08T11:00:48.000Z 데이터센터 다이내믹스(Data Center Dynamics)는 데이터센터가 생산수(produced water)를 저장할 때 고려해야 할 사항을 살펴보며, 이를 이동식 물 공급을 대체할 수 있는 방안으로 소개한다. https://slicast.com/article/1yc1o4b Slicast en 2026-11-08T10:25:00.000Z After the US midterm elections, multiple states have reportedly frozen data center permits, and BigGo Finance also frames Musk as holding the 'nuclear button' on compute. https://slicast.com/zh/article/1yc1o4b Slicast zh-cn 2026-11-08T10:25:00.000Z 美国中期选举后，多个州据报道冻结了数据中心许可，BigGo Finance还称Musk握有算力的“核按钮”。 https://slicast.com/ko/article/1yc1o4b Slicast ko 2026-11-08T10:25:00.000Z 미국 중간선거 이후 여러 주가 데이터센터 허가를 동결한 것으로 전해졌으며, BigGo Finance는 머스크가 컴퓨팅 자원에 대한 '핵버튼'을 쥐고 있는 것으로 보도했다. https://slicast.com/article/aoer8q Slicast en 2026-11-08T09:28:51.000Z Seoul Economic Daily reports that Jensen Huang faces scrutiny over Nvidia's H200 sales to China and an alleged spy link. https://slicast.com/zh/article/aoer8q Slicast zh-cn 2026-11-08T09:28:51.000Z 首尔经济日报报道，Jensen Huang因英伟达H200对华销售及涉嫌间谍关联而面临审查。 https://slicast.com/ko/article/aoer8q Slicast ko 2026-11-08T09:28:51.000Z 서울이코노믹데일리는 젠슨 황이 엔비디아의 중국 대상 H200 판매와 관련해 스파이 연루 의혹으로 조사를 받고 있다고 보도했다. https://slicast.com/article/1cdi0y9 Slicast en 2026-11-08T09:11:10.000Z The Recursive profiles an AI operating system aimed at data starvation as the UAE scales its GPU capacity. https://slicast.com/zh/article/1cdi0y9 Slicast zh-cn 2026-11-08T09:11:10.000Z The Recursive介绍了一套旨在解决数据饥荒问题的AI操作系统，此时阿联酋正在扩大GPU算力规模。 https://slicast.com/ko/article/1cdi0y9 Slicast ko 2026-11-08T09:11:10.000Z The Recursive는 UAE가 GPU 역량을 확대하는 가운데 데이터 기근을 겨냥한 AI 운영체제를 소개한다. https://slicast.com/article/8zqswn Slicast en 2026-11-08T09:05:00.000Z Nvidia's H200 China sales approval process shows gaps, after a cleared assembler was found operating from an empty office. https://slicast.com/zh/article/8zqswn Slicast zh-cn 2026-11-08T09:05:00.000Z 英伟达H200对华销售的审批流程暴露出漏洞，一家已获批的组装商被发现办公室空无一人。 https://slicast.com/ko/article/8zqswn Slicast ko 2026-11-08T09:05:00.000Z Nvidia의 H200 중국 판매 승인 절차에서 허점이 드러났다. 승인을 받은 조립업체가 빈 사무실에서 운영되고 있던 것으로 확인됐다. https://slicast.com/article/1vi8v08 Slicast en 2026-11-08T09:03:47.000Z Equinix has opened an AI data centre in Singapore. https://slicast.com/zh/article/1vi8v08 Slicast zh-cn 2026-11-08T09:03:47.000Z Equinix在新加坡开设了一座AI数据中心。 https://slicast.com/ko/article/1vi8v08 Slicast ko 2026-11-08T09:03:47.000Z Equinix가 싱가포르에 AI 데이터센터를 개소했다. https://slicast.com/article/y9gmtz Slicast en 2026-11-08T09:00:00.000Z AFR reports that South Australia's data centre rush requires a $5b electricity upgrade. https://slicast.com/zh/article/y9gmtz Slicast zh-cn 2026-11-08T09:00:00.000Z AFR报道，南澳大利亚的数据中心热潮需要$5b的电力升级。 https://slicast.com/ko/article/y9gmtz Slicast ko 2026-11-08T09:00:00.000Z AFR는 남호주의 데이터센터 붐이 50억 호주달러 규모의 전력 설비 증설을 필요로 한다고 보도했다. https://slicast.com/article/l4a5sd Slicast en 2026-11-08T08:58:42.000Z Megaspeed executive Alice Huang has been accused of being a 'Chinese spy' amid claims of a close relationship with Nvidia CEO Jensen Huang. https://slicast.com/zh/article/l4a5sd Slicast zh-cn 2026-11-08T08:58:42.000Z Megaspeed高管Alice Huang被指为“中国间谍”，同时有报道称其与英伟达首席执行官Jensen Huang关系密切。 https://slicast.com/ko/article/l4a5sd Slicast ko 2026-11-08T08:58:42.000Z Megaspeed 임원 앨리스 황(Alice Huang)이 엔비디아 CEO 젠슨 황(Jensen Huang)과 가까운 관계라는 주장이 제기되면서 '중국 스파이'라는 혐의를 받고 있다. https://slicast.com/article/oaftyb Slicast en 2026-11-08T08:57:00.000Z Technology Org reports that the AI boom is making chip packaging a new battleground. https://slicast.com/zh/article/oaftyb Slicast zh-cn 2026-11-08T08:57:00.000Z Technology Org报道，AI热潮使芯片封装成为新的竞争战场。 https://slicast.com/ko/article/oaftyb Slicast ko 2026-11-08T08:57:00.000Z Technology Org는 AI 붐으로 인해 칩 패키징이 새로운 격전지로 부상하고 있다고 보도했다. https://slicast.com/article/1tf8xzk Slicast en 2026-11-08T08:55:00.000Z A BigGo Finance analysis puts the hidden AI debt of five US tech giants at $3.2 trillion, approaching 80% of their total assets. https://slicast.com/zh/article/1tf8xzk Slicast zh-cn 2026-11-08T08:55:00.000Z BigGo Finance分析称，美国五家科技巨头的隐性AI债务达3.2万亿美元，接近其总资产的80%。 https://slicast.com/ko/article/1tf8xzk Slicast ko 2026-11-08T08:55:00.000Z BigGo Finance 분석에 따르면 미국 5대 기술 기업의 숨겨진 AI 부채는 3조 2천억 달러에 달하며, 이는 총자산의 약 80%에 육박한다. https://slicast.com/article/1yxlu2w Slicast en 2026-11-08T08:06:31.000Z Tekedia reports that Harvey is in IPO talks and a Snowflake executive has moved into AI infrastructure. https://slicast.com/zh/article/1yxlu2w Slicast zh-cn 2026-11-08T08:06:31.000Z Tekedia报道，Harvey正在洽谈IPO，一名Snowflake高管转投AI基础设施领域。 https://slicast.com/ko/article/1yxlu2w Slicast ko 2026-11-08T08:06:31.000Z Tekedia 보도에 따르면 Harvey가 IPO를 논의 중이며, Snowflake 임원 한 명이 AI 인프라 분야로 자리를 옮겼다. https://slicast.com/article/jgvk9v Slicast en 2026-11-08T07:56:03.000Z The US has approved Nvidia AI chip sales to Chinese firms linked to the military. https://slicast.com/zh/article/jgvk9v Slicast zh-cn 2026-11-08T07:56:03.000Z 美国批准向与军方有关联的中国企业出售英伟达AI芯片。 https://slicast.com/ko/article/jgvk9v Slicast ko 2026-11-08T07:56:03.000Z 미국, 중국 군과 연계된 기업에 대한 엔비디아 AI 칩 판매 승인 https://slicast.com/article/l3estx Slicast en 2026-11-08T07:43:00.000Z Moore Threads (摩尔线程) unveiled three "AI factory" offerings at the 2026 Mobile Network Conference to promote its intelligent-economy strategy. https://slicast.com/zh/article/l3estx Slicast zh-cn 2026-11-08T07:43:00.000Z 摩尔线程在2026移动网络大会上携三大“AI工厂”方案亮相，意在拓展智能经济新蓝海。 https://slicast.com/article/1boep8o Slicast en 2026-11-08T07:40:53.000Z Broadcom's AI build-out faces a two-front test of policy risk and a $43 billion guarantee, according to an ad-hoc-news.de analysis. https://slicast.com/zh/article/1boep8o Slicast zh-cn 2026-11-08T07:40:53.000Z 博通的AI基础设施扩张面临两大考验：政策风险以及430亿美元担保。 https://slicast.com/ko/article/1boep8o Slicast ko 2026-11-08T07:40:53.000Z Broadcom의 AI 투자 확대는 정책 리스크와 430억 달러 규모의 보증이라는 두 가지 측면에서 시험대에 올라 있다고 ad-hoc-news.de 분석이 전했다. https://slicast.com/article/1gqfxt4 Slicast en 2026-11-08T07:33:00.000Z Chamath Palihapitiya warns that an AI data-center slowdown could be a 'disproportionate' blow to Anthropic and OpenAI. https://slicast.com/zh/article/1gqfxt4 Slicast zh-cn 2026-11-08T07:33:00.000Z Chamath Palihapitiya警告称，AI数据中心放缓可能对Anthropic和OpenAI造成“不成比例”的打击。 https://slicast.com/ko/article/1gqfxt4 Slicast ko 2026-11-08T07:33:00.000Z Chamath Palihapitiya는 AI 데이터센터 둔화가 Anthropic과 OpenAI에 '불균형적인' 타격이 될 수 있다고 경고했다. https://slicast.com/article/1bxprwc Slicast en 2026-11-08T07:25:00.000Z US licenses for Nvidia H200 sales are going to Chinese firms that have no traceable offices and have ties to blacklisted entities. https://slicast.com/zh/article/1bxprwc Slicast zh-cn 2026-11-08T07:25:00.000Z 美国向与黑名单实体有关联、且办公地点无法追溯的中国企业发放英伟达H200销售许可。 https://slicast.com/ko/article/1bxprwc Slicast ko 2026-11-08T07:25:00.000Z 미국 정부가 엔비디아 H200 판매에 대해 발급한 수출 허가는 추적 가능한 사무소가 없고 제재 대상 기업과 연계된 중국 기업들에게 돌아가고 있다. https://slicast.com/article/4pucub Slicast en 2026-11-08T07:07:30.000Z Cysic is shifting its GPU network focus from blockchain proofs to AI inference as Layer 2 fees rise. https://slicast.com/zh/article/4pucub Slicast zh-cn 2026-11-08T07:07:30.000Z Cysic将其GPU网络的重心从区块链证明转向AI推理，原因是二层扩容网络手续费上涨。 https://slicast.com/ko/article/4pucub Slicast ko 2026-11-08T07:07:30.000Z Cysic는 레이어 2 수수료 상승에 따라 GPU 네트워크의 초점을 블록체인 증명에서 AI 추론으로 전환하고 있다. https://slicast.com/article/a2exud Slicast en 2026-11-08T06:55:09.000Z The AI buildout bottleneck has moved from GPUs and power to electricians and other skilled construction labor, which capital cannot quickly buy down given multi-year training cycles. https://slicast.com/zh/article/a2exud Slicast zh-cn 2026-11-08T06:55:09.000Z AI基础设施的瓶颈已从GPU、电力和电气设备转向电工等施工技工，而技工培养需要数年，资本难以快速补足。 https://slicast.com/ko/article/a2exud Slicast ko 2026-11-08T06:55:09.000Z AI 인프라 구축의 병목은 GPU와 전력에서 전기 기술자 등 숙련 건설 인력으로 옮겨 가고 있으며, 다년간의 양성 기간을 고려하면 자본으로는 이를 빠르게 해소하기 어렵다. https://slicast.com/article/1xpk3bx Slicast en 2026-11-08T06:54:06.000Z US communities are pushing back against OpenAI's data-center expansion. https://slicast.com/zh/article/1xpk3bx Slicast zh-cn 2026-11-08T06:54:06.000Z 美国社区对OpenAI扩建数据中心提出反对，引发反弹。 https://slicast.com/ko/article/1xpk3bx Slicast ko 2026-11-08T06:54:06.000Z 미국 지역사회들이 OpenAI의 데이터센터 확장에 반발하고 있다. https://slicast.com/article/hqzbkb Slicast en 2026-11-08T06:25:00.000Z The article reports that at CIIE, chip makers including Intel, Marvell, Qualcomm, Astera Labs and Arista are pivoting toward edge compute, and that inference spending has overtaken training for the fi https://slicast.com/zh/article/hqzbkb Slicast zh-cn 2026-11-08T06:25:00.000Z 据报道，在CIIE上，英特尔、美满电子、高通、Astera Labs与Arista等芯片厂商同步转向边缘算力，且推理支出首次超过训练支出。 https://slicast.com/ko/article/hqzbkb Slicast ko 2026-11-08T06:25:00.000Z 업계 기사에 따르면, 중국국제수입박람회(CIIE)에서 Intel, Marvell, Qualcomm, Astera Labs, Arista 등 반도체 기업들이 엣지 컴퓨팅 중심으로 전략을 전환하고 있으며, 추론(inference) 지출이 처음으로 학습(training) 지출을 앞질렀다고 전했다. https://slicast.com/article/1c5w96b Slicast en 2026-11-08T06:09:47.000Z TeraWulf (WULF) said HPC leasing supplied 83% of its Q3 revenue as mining income fell. https://slicast.com/zh/article/1c5w96b Slicast zh-cn 2026-11-08T06:09:47.000Z TeraWulf（WULF）第三季度来自高性能计算（HPC）租赁的收入占比达83%，挖矿收入同期下降。 https://slicast.com/ko/article/1c5w96b Slicast ko 2026-11-08T06:09:47.000Z TeraWulf(WULF)는 3분기 매출의 83%가 HPC 임대에서 발생했으며, 채굴 수익은 감소했다고 밝혔다. https://slicast.com/article/c1btqx Slicast en 2026-11-08T06:03:20.000Z Latitude Media asks whether data centers are ready to pay double to unclog the grid. https://slicast.com/zh/article/c1btqx Slicast zh-cn 2026-11-08T06:03:20.000Z Latitude Media探讨数据中心是否愿意支付双倍费用，以疏通电网拥堵。 https://slicast.com/ko/article/c1btqx Slicast ko 2026-11-08T06:03:20.000Z Latitude Media는 데이터센터가 그리드 병목을 해소하기 위해 두 배의 비용을 지불할 준비가 되어 있는지 묻습니다. https://slicast.com/article/9okapg Slicast en 2026-11-08T06:02:31.000Z The AI: Reset to Zero newsletter (AI-RTZ #1264) reports that TSMC, which it calls the 'Fed of AI', is eyeing memory. https://slicast.com/zh/article/9okapg Slicast zh-cn 2026-11-08T06:02:31.000Z AI: Reset to Zero通讯（AI-RTZ #1264）报道称，被其称为‘AI的美联储’的台积电正关注存储领域。 https://slicast.com/ko/article/9okapg Slicast ko 2026-11-08T06:02:31.000Z AI: Reset to Zero 뉴스레터(AI-RTZ #1264)는 TSMC를 "AI의 연준(Fed)"이라고 부르며, 이 회사가 메모리 시장으로 눈을 돌리고 있다고 보도했다. https://slicast.com/article/10uh59g Slicast en 2026-11-08T05:47:00.000Z New in this report: Anthropic's computing expenditures rose 77%, while Google provides credit support for TeraWulf's (WULF) anticipated borrowing tied to roughly $19 billion of Anthropic lease commitm https://slicast.com/zh/article/10uh59g Slicast zh-cn 2026-11-08T05:47:00.000Z 新增信息：Anthropic的算力支出增长77%。此外，谷歌为TeraWulf（WULF）预期的借款提供信用支持，该借款与其约190亿美元的Anthropic租赁承诺相关。 https://slicast.com/ko/article/10uh59g Slicast ko 2026-11-08T05:47:00.000Z New in this report: Anthropic의 컴퓨팅 지출이 77% 증가한 가운데, Google은 Anthropic의 약 190억 달러 규모 임대 약정과 연계된 TeraWulf(WULF)의 예상 차입에 대해 신용 보강을 제공하고 있다. https://slicast.com/article/1a2qypx Slicast en 2026-11-08T05:36:46.000Z OpenAI's CFO says the company will press ahead with data-center expansion despite the 'Midterm Sweep'. https://slicast.com/zh/article/1a2qypx Slicast zh-cn 2026-11-08T05:36:46.000Z OpenAI首席财务官表示，尽管出现“中期选举横扫”，公司仍将推进数据中心扩张。 https://slicast.com/ko/article/1a2qypx Slicast ko 2026-11-08T05:36:46.000Z OpenAI의 CFO는 'Midterm Sweep'에도 불구하고 데이터센터 확장을 계속 추진하겠다고 밝혔다. https://slicast.com/article/wkqmyl Slicast en 2026-11-08T05:22:06.000Z CXMT's share of DRAM revenue slipped to 9% in Q3 as HBM4 looms, though its G5 product could shift the picture. https://slicast.com/zh/article/wkqmyl Slicast zh-cn 2026-11-08T05:22:06.000Z 长鑫存储第三季度DRAM收入占比降至9%，而HBM4临近，G5产品或将改变这一格局。 https://slicast.com/ko/article/wkqmyl Slicast ko 2026-11-08T05:22:06.000Z CXMT의 3분기 D램 매출 점유율은 HBM4 출시가 다가오는 가운데 9%로 하락했으나, 자사의 G5 제품이 이러한 구도를 바꿀 가능성도 있다. https://slicast.com/article/1hrsqd6 Slicast en 2026-11-08T05:21:02.000Z ASML's order book runs to 2030, but delivery capacity rather than demand is the bottleneck. https://slicast.com/zh/article/1hrsqd6 Slicast zh-cn 2026-11-08T05:21:02.000Z 阿斯麦的订单排期已延伸至2030年，但交付产能而非需求才是瓶颈。 https://slicast.com/ko/article/1hrsqd6 Slicast ko 2026-11-08T05:21:02.000Z ASML의 수주 잔고는 2030년까지 이어지고 있으나, 병목은 수요가 아니라 납품 능력이다. https://slicast.com/article/1vxir2u Slicast en 2026-11-08T05:16:26.000Z Domestic GPU maker MetaX (沐曦股份) was a popular stop at CIIE, showcasing its computing self-reliance. https://slicast.com/zh/article/1vxir2u Slicast zh-cn 2026-11-08T05:16:26.000Z 国产GPU厂商沐曦股份（MetaX）成为进博会热门展位，展示了算力自主的实力。 https://slicast.com/article/1bmawv7 Slicast en 2026-11-08T05:06:36.000Z Marvell raised its two-year revenue outlook to $30 billion on AI demand. https://slicast.com/zh/article/1bmawv7 Slicast zh-cn 2026-11-08T05:06:36.000Z 美满电子因AI需求旺盛，将两年营收展望上调至300亿美元。 https://slicast.com/ko/article/1bmawv7 Slicast ko 2026-11-08T05:06:36.000Z Marvell, AI 수요에 힘입어 2년 매출 전망치를 300억 달러로 상향 조정했다. https://slicast.com/article/vhhboj Slicast en 2026-11-08T05:00:00.000Z NVIDIA is reportedly set to invest billions of dollars in additional CoWoS capacity, with SPIL becoming a key partner for AI accelerators. https://slicast.com/zh/article/vhhboj Slicast zh-cn 2026-11-08T05:00:00.000Z 据报道，英伟达将投资数十亿美元扩充CoWoS（先进封装）产能，SPIL成为其AI加速器的关键合作伙伴。 https://slicast.com/ko/article/vhhboj Slicast ko 2026-11-08T05:00:00.000Z NVIDIA는 추가 CoWoS 생산능력에 수십억 달러를 투자할 것으로 전해졌으며, SPIL이 AI 가속기의 핵심 파트너로 떠오르고 있다. https://slicast.com/article/15124yy Slicast en 2026-11-08T04:19:45.000Z Deloitte says AI in the Gulf enters its second phase in 2027, shifting from megawatts to margin. https://slicast.com/zh/article/15124yy Slicast zh-cn 2026-11-08T04:19:45.000Z 德勤称，海湾地区的AI将于2027年进入第二阶段，重心从兆瓦转向利润。 https://slicast.com/ko/article/15124yy Slicast ko 2026-11-08T04:19:45.000Z Deloitte는 걸프 지역의 AI가 2027년 제2 단계에 진입하며, 초점이 메가와트에서 마진으로 옮겨 갈 것이라고 밝혔다. https://slicast.com/article/10xf9ni Slicast en 2026-11-08T04:07:30.000Z TIKR argues that AI's demand for 'every scrap of RAM' is raising costs, and that recent Qualcomm and Arm results show who pays the bill. https://slicast.com/zh/article/10xf9ni Slicast zh-cn 2026-11-08T04:07:30.000Z TIKR认为，AI对“每一丝内存”的需求正在推高成本，而高通与Arm的最新业绩显示了谁在为此买单。 https://slicast.com/ko/article/10xf9ni Slicast ko 2026-11-08T04:07:30.000Z TIKR는 AI 수요가 "모든 RAM"을 빨아들이면서 비용을 끌어올리고 있다고 주장하며, 최근 Qualcomm과 Arm의 실적이 그 비용을 누가 부담하는지 보여준다고 분석한다. https://slicast.com/article/8gk1r2 Slicast en 2026-11-08T03:47:49.000Z A Yahoo Finance explainer sets out the compute commitments that AI labs have made. https://slicast.com/zh/article/8gk1r2 Slicast zh-cn 2026-11-08T03:47:49.000Z Yahoo Finance的一篇解读梳理了AI实验室做出的算力承诺。 https://slicast.com/ko/article/8gk1r2 Slicast ko 2026-11-08T03:47:49.000Z AI 연구소들이 약속한 컴퓨팅 투자 규모를 정리한 Yahoo Finance 해설 기사. https://slicast.com/article/yggzpd Slicast en 2026-11-08T03:32:48.000Z Intel shares rode a chip rally, with insider buying and a $300 million Israel hit framing its Q4 test. https://slicast.com/zh/article/yggzpd Slicast zh-cn 2026-11-08T03:32:48.000Z 英特尔股价随芯片板块上涨，内部人增持以及3亿美元的以色列相关冲击，构成了其第四季度的考验背景。 https://slicast.com/ko/article/yggzpd Slicast ko 2026-11-08T03:32:48.000Z Intel 주가는 반도체 랠리에 힘입어 상승했으며, 내부자 매수와 3억 달러 규모의 이스라엘 관련 타격이 4분기 시험대의 배경이 되고 있다. https://slicast.com/article/1mn48my Slicast en 2026-11-08T03:26:43.000Z An Australian AI data centre was cancelled after community backlash, which the report calls a 'victory for people power', and the cancelled facility is linked to Goodman Group. https://slicast.com/zh/article/1mn48my Slicast zh-cn 2026-11-08T03:26:43.000Z 一座澳大利亚AI数据中心在社区反对后被取消，报道称此为“民众力量的胜利”，该项目与Goodman Group相关。 https://slicast.com/ko/article/1mn48my Slicast ko 2026-11-08T03:26:43.000Z 호주의 한 AI 데이터센터 건설 계획이 지역 사회의 반발 끝에 취소됐다. 보고서는 이를 "시민의 힘이 거둔 승리"라고 표현했으며, 취소된 시설은 Goodman Group과 연관되어 있다. https://slicast.com/article/j4rmot Slicast en 2026-11-08T03:21:05.000Z AI infrastructure is expanding in Texas with new facilities in Dallas and College Station. https://slicast.com/zh/article/j4rmot Slicast zh-cn 2026-11-08T03:21:05.000Z 得克萨斯州的AI基础设施持续扩张，达拉斯与College Station新增设施。 https://slicast.com/ko/article/j4rmot Slicast ko 2026-11-08T03:21:05.000Z AI 인프라가 텍사스에서 댈러스와 칼리지스테이션의 신규 시설을 중심으로 확장되고 있다. https://slicast.com/article/tkvg23 Slicast en 2026-11-08T03:02:13.000Z Core Scientific (CORZ) has switched off its mining operations, and the reporting lays out the numbers behind the shutdown. https://slicast.com/zh/article/tkvg23 Slicast zh-cn 2026-11-08T03:02:13.000Z Core Scientific（CORZ）已关停挖矿业务，报道列出了此次关停背后的具体数字。 https://slicast.com/ko/article/tkvg23 Slicast ko 2026-11-08T03:02:13.000Z Core Scientific(CORZ)가 채굴 사업을 중단했으며, 보도에는 이번 중단의 배경이 되는 수치들이 담겼다. https://slicast.com/article/12w93j5 Slicast en 2026-11-08T02:52:20.000Z The Cooks River AI data centre has been scrapped after local outcry. https://slicast.com/zh/article/12w93j5 Slicast zh-cn 2026-11-08T02:52:20.000Z 库克河（Cooks River）人工智能数据中心项目因当地强烈反对而被取消。 https://slicast.com/ko/article/12w93j5 Slicast ko 2026-11-08T02:52:20.000Z Cooks River AI 데이터센터 건설 계획이 지역 주민들의 강한 반발에 부딪혀 철회됐다. https://slicast.com/article/1kc5f1e Slicast en 2026-11-08T02:35:00.000Z Nvidia faces U.S. Congressional pressure over China spy allegations, which the reporting flags as a wildcard for semiconductor export controls. https://slicast.com/zh/article/1kc5f1e Slicast zh-cn 2026-11-08T02:35:00.000Z 英伟达面临美国国会就中国间谍指控施加的压力，这被视为半导体出口管制的一大不确定因素。 https://slicast.com/ko/article/1kc5f1e Slicast ko 2026-11-08T02:35:00.000Z Nvidia, 중국 간첩 혐의와 관련해 미국 의회의 압박에 직면했으며, 보도는 이를 반도체 수출 통제의 변수로 지목했다. https://slicast.com/article/pv6xg8 Slicast en 2026-11-08T01:23:00.000Z Nvidia-backed Groq is seeking an $8 billion valuation in a new funding round. https://slicast.com/zh/article/pv6xg8 Slicast zh-cn 2026-11-08T01:23:00.000Z 英伟达支持的Groq正在寻求80亿美元估值的新一轮融资。 https://slicast.com/ko/article/pv6xg8 Slicast ko 2026-11-08T01:23:00.000Z Nvidia 투자 지원을 받은 Groq가 새로운 투자 라운드에서 80억 달러 기업가치를 목표로 하고 있다. https://slicast.com/article/vn9fe7 Slicast en 2026-11-08T00:52:49.000Z Fermi paid $25 million to drop a 400 MW lease deadline on its loan. https://slicast.com/zh/article/vn9fe7 Slicast zh-cn 2026-11-08T00:52:49.000Z Fermi支付2500万美元，以取消其贷款中一项400兆瓦租约的截止期限。 https://slicast.com/ko/article/vn9fe7 Slicast ko 2026-11-08T00:52:49.000Z Fermi, 대출 계약상 400MW 임대 기한을 철회하는 대가로 2,500만 달러를 지급했다. https://slicast.com/article/1p7bh5v Slicast en 2026-11-07T23:52:48.000Z The China-based buyer approved to purchase Nvidia H200 chips is reportedly an empty office. https://slicast.com/zh/article/1p7bh5v Slicast zh-cn 2026-11-07T23:52:48.000Z 据报道，获准采购英伟达H200芯片的中国买家实际上是一间空办公室。 https://slicast.com/ko/article/1p7bh5v Slicast ko 2026-11-07T23:52:48.000Z 중국 기반 구매자로 엔비디아 H200 칩 구매 승인을 받은 곳은 실체가 없는 사무실인 것으로 전해졌다. https://slicast.com/article/hysmm9 Slicast en 2026-11-07T22:35:29.000Z Data-center energy demand and grid costs face heightened federal and congressional scrutiny following the 2026 midterm elections. https://slicast.com/zh/article/hysmm9 Slicast zh-cn 2026-11-07T22:35:29.000Z 2026年中期选举后，数据中心的能源需求与电网成本正面临联邦及国会更严格的审视。 https://slicast.com/ko/article/hysmm9 Slicast ko 2026-11-07T22:35:29.000Z 데이터센터 전력 수요와 계통 비용이 2026년 중간선거 이후 연방정부와 의회의 조사를 더욱 강하게 받고 있다. https://slicast.com/article/163yqie Slicast en 2026-11-07T22:18:48.000Z The Constitutional Accountability Center has posted a case page for 'NAACP v. xAI', a legal matter involving xAI. https://slicast.com/zh/article/163yqie Slicast zh-cn 2026-11-07T22:18:48.000Z Constitutional Accountability Center收录了「NAACP v. xAI」一案，该案涉及xAI。 https://slicast.com/ko/article/163yqie Slicast ko 2026-11-07T22:18:48.000Z Constitutional Accountability Center가 xAI와 관련된 법적 사안인 'NAACP v. xAI'의 사건 페이지를 게시했습니다. https://slicast.com/article/1mg3dhc Slicast en 2026-11-07T22:04:46.000Z Marvell's acquisition of Lumentum may threaten Broadcom's lead in AI optical communications. https://slicast.com/zh/article/1mg3dhc Slicast zh-cn 2026-11-07T22:04:46.000Z 美满电子收购Lumentum，可能挑战博通在人工智能光通信领域的领先地位。 https://slicast.com/ko/article/1mg3dhc Slicast ko 2026-11-07T22:04:46.000Z Marvell의 Lumentum 인수가 AI 광통신 분야에서 Broadcom의 선두 지위를 위협할 수 있다. https://slicast.com/article/1bve0hu Slicast en 2026-11-07T22:00:00.000Z A Chinese city known as 'potato capital' is cultivating new data centres as the AI boom takes root. https://slicast.com/zh/article/1bve0hu Slicast zh-cn 2026-11-07T22:00:00.000Z 中国有「薯都」之称的城市正在培育新一批数据中心，人工智能热潮随之兴起。 https://slicast.com/ko/article/1bve0hu Slicast ko 2026-11-07T22:00:00.000Z 중국의 '감자 수도'로 불리는 도시가 AI 붐이 자리 잡으면서 새로운 데이터센터를 조성하고 있다. https://slicast.com/article/ylufj2 Slicast en 2026-11-07T21:55:30.000Z CoreWeave has asked Texas governor-elect Hinojosa to let permitted data center projects finish. https://slicast.com/zh/article/ylufj2 Slicast zh-cn 2026-11-07T21:55:30.000Z CoreWeave已请求得克萨斯州当选州长Hinojosa允许已获许可的数据中心项目完工。 https://slicast.com/ko/article/ylufj2 Slicast ko 2026-11-07T21:55:30.000Z CoreWeave가 텍사스 주지사 당선인 Hinojosa에게 허가를 받은 데이터센터 프로젝트를 완료할 수 있도록 해달라고 요청했다. https://slicast.com/article/lilwzv Slicast en 2026-11-07T21:55:30.000Z Crusoe has sold its stalled Wyoming data center site to Google, which plans a $17 billion campus there. https://slicast.com/zh/article/lilwzv Slicast zh-cn 2026-11-07T21:55:30.000Z Crusoe已将其停滞的怀俄明州数据中心用地出售给谷歌，谷歌计划在此建设170亿美元园区。 https://slicast.com/ko/article/lilwzv Slicast ko 2026-11-07T21:55:30.000Z Crusoe는 진척이 멈춘 와이오밍 데이터센터 부지를 Google에 매각했으며, Google은 그곳에 170억 달러 규모의 캠퍼스를 조성할 계획이다. https://slicast.com/article/1jq565w Slicast en 2026-11-07T21:35:00.000Z Nvidia's 600,000 H200 chips are reportedly stuck in Hong Kong as China blocks their mass customs clearance. https://slicast.com/zh/article/1jq565w Slicast zh-cn 2026-11-07T21:35:00.000Z 据报道，英伟达的60万颗H200芯片滞留香港，中国阻止大规模清关。 https://slicast.com/ko/article/1jq565w Slicast ko 2026-11-07T21:35:00.000Z Nvidia의 H200 칩 60만 개가 중국의 대량 통관 차단으로 인해 홍콩에 발이 묶인 것으로 전해졌다. https://slicast.com/article/1s3iaju Slicast en 2026-11-07T21:32:52.000Z A U.S. intelligence report says China recruited a tech executive to spy on the Nvidia CEO. https://slicast.com/zh/article/1s3iaju Slicast zh-cn 2026-11-07T21:32:52.000Z 美国情报部门称，中国曾招募一名科技高管，对英伟达首席执行官进行间谍活动。 https://slicast.com/ko/article/1s3iaju Slicast ko 2026-11-07T21:32:52.000Z 미국 정보 보고서에 따르면, 중국이 엔비디아 CEO를 감시하기 위해 한 기술 企업 임원을 포섭했다고 한다. Wait, I must avoid Han characters. Corrected: 미국 정보 보고서에 따르면, 중국이 엔비디아 CEO를 감시하기 위해 한 기술 기업 임원을 포섭했다고 한다. https://slicast.com/article/9n9ywi Slicast en 2026-11-07T21:25:40.000Z WhiteFiber acquired two North Carolina data center properties for $60 million, with potential for 200 MW of capacity. https://slicast.com/zh/article/9n9ywi Slicast zh-cn 2026-11-07T21:25:40.000Z WhiteFiber以6000万美元收购了北卡罗来纳州两处数据中心资产，潜在可提供200兆瓦容量。 https://slicast.com/ko/article/9n9ywi Slicast ko 2026-11-07T21:25:40.000Z WhiteFiber, 노스캐롤라이나주 데이터센터 부지 두 곳을 6천만 달러에 인수했으며, 최대 200MW 규모의 용량 확보가 가능할 것으로 보인다. https://slicast.com/article/1cuesu5 Slicast en 2026-11-07T21:25:00.000Z Texas has voted to pause new data centers, and some bitcoin miners are already past the freeze. https://slicast.com/zh/article/1cuesu5 Slicast zh-cn 2026-11-07T21:25:00.000Z 得克萨斯州投票决定暂停新建数据中心，部分比特币矿企已越过冻结期。 https://slicast.com/ko/article/1cuesu5 Slicast ko 2026-11-07T21:25:00.000Z 텍사스주가 신규 데이터센터 가동을 일시 중단하기로 의결했으며, 일부 비트코인 채굴 기업은 이미 이 동결 조치의 대상에 해당한다. https://slicast.com/article/1b758ie Slicast en 2026-11-07T21:11:00.000Z GPU-backed debt reached $48.4 billion in 2026, up 7.3 times from $6.6 billion for full-year 2025. Musk warned that more than 200 neoclouds face "small fish death," and Gartner forecasts that 80% will https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-07T21:11:00.000Z 2026 年 GPU 担保债务规模 $484 亿（较 2025 年全年 $66 亿激增 7.3 倍）；Musk 警告 200+ neocloud 将遭"小鱼级死亡"，Gartner 预测 2030 年前 80% 被并购或倒闭 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-07T21:11:00.000Z GPU 담보 부채는 2026년 484억 달러에 달해, 2025년 전체 기준 66억 달러에서 7.3배 증가했다. 머스크는 200곳이 넘는 네오클라우드가 "작은 물고기 죽음(small fish death)"에 직면할 수 있다고 경고했으며, 가트너는 2030년까지 이들 중 80%가 인수되거나 폐쇄될 것으로 전망했다. https://slicast.com/article/euj0sc Slicast en 2026-11-07T21:10:00.000Z Nuclear power projects are expected to attract about $20 billion in new investment in 2026, with over 100 projects being tracked in North America; investment could rise to $50 billion by 2029. Korea's https://slicast.com/zh/article/euj0sc Slicast zh-cn 2026-11-07T21:10:00.000Z 核电项目 2026 年新增投资约 $200 亿，北美逾 100 个项目在追踪，2029 年有望升至 $500 亿；韩国古里 3、4 号机组延役新增 1900 MW https://slicast.com/ko/article/euj0sc Slicast ko 2026-11-07T21:10:00.000Z 원자력 발전 프로젝트에는 2026년 약 200억 달러의 신규 투자가 유입될 것으로 예상되며, 북미에서는 100개가 넘는 프로젝트가 추적되고 있습니다. 투자 규모는 2029년까지 500억 달러로 늘어날 수 있습니다. 한국의 고리 3·4호기 수명 연장으로 1,900MW가 추가됩니다. https://slicast.com/article/10fby75 Slicast en 2026-11-07T21:09:00.000Z IDC Raises 2026 AI Infrastructure Spending Forecast to $521.0 Billion; Hyperscaler Combined Capex Expected at $720-740 Billion https://slicast.com/zh/article/10fby75 Slicast zh-cn 2026-11-07T21:09:00.000Z IDC 上调 2026 年 AI 基础设施支出预测至 $5210 亿；超大规模厂商联合资本开支料达 $7200-7400 亿 https://slicast.com/ko/article/10fby75 Slicast ko 2026-11-07T21:09:00.000Z IDC, 2026년 AI 인프라 지출 전망치를 5,210억 달러로 상향; 하이퍼스케일러 합산 자본지출 7,200억~7,400억 달러 전망 https://slicast.com/article/1qj3v7u Slicast en 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 Capacity Constrained by Approximately 200,000–300,000 Units: HBM4 Shortage and TSMC N3 Packaging Throughput Limits Both Weigh; TrendForce Upgrades GPU Supply-Demand Status to "Ti https://slicast.com/zh/article/1qj3v7u Slicast zh-cn 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 年产能受限约 20-30 万片：HBM4 短缺 + TSMC N3 封装吞吐量双重制约，TrendForce 将 GPU 供需状态上调为"趋紧" https://slicast.com/ko/article/1qj3v7u Slicast ko 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026년 공급 약 20만~30만 대 부족: HBM4 품귀와 TSMC N3 패키징 처리량 한계가 동시에 영향; TrendForce, GPU 수급 상황을 "타이트"로 상향 https://slicast.com/article/1csmza4 Slicast en 2026-11-07T21:07:00.000Z Google announces $17 billion Wyoming data center: initial 2.7 GW, including 702 MW of Bloom Energy natural gas fuel cells with carbon capture, with long-term expansion to 10 GW https://slicast.com/zh/article/1csmza4 Slicast zh-cn 2026-11-07T21:07:00.000Z Google 宣布 $170 亿怀俄明州数据中心：初期 2.7 GW，含 Bloom Energy 702 MW 天然气燃料电池+碳捕获，远期扩容至 10 GW https://slicast.com/ko/article/1csmza4 Slicast ko 2026-11-07T21:07:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 발표: 초기 2.7GW 규모이며, 탄소 포집 기능을 갖춘 Bloom Energy 천연가스 연료전지 702MW 포함, 장기적으로 10GW까지 확장 계획 https://slicast.com/article/107wejt Slicast en 2026-11-07T21:06:00.000Z Anthropic IPO roadshow to launch next week: S-1 filed, targeting a listing before Thanksgiving, with valuation talks narrowed to a $1.2T–$1.75T range https://slicast.com/zh/article/107wejt Slicast zh-cn 2026-11-07T21:06:00.000Z Anthropic IPO 路演下周启动：S-1 已交表、目标感恩节前上市，估值谈判区间降至 $1.2T-$1.75T https://slicast.com/ko/article/107wejt Slicast ko 2026-11-07T21:06:00.000Z Anthropic IPO 로드쇼 다음 주 개시: S-1 제출 완료, 추수감사절 전 상장 목표, 기업가치 협상 범위는 1.2조~1.75조 달러로 좁혀져 https://slicast.com/article/7shohk Slicast en 2026-11-07T21:05:00.000Z OpenAI Unveils Post-Election Data Center Policy: Full Self-Funding of Power and Infrastructure Costs, Establishes "Local Compact" Community Mechanism https://slicast.com/zh/article/7shohk Slicast zh-cn 2026-11-07T21:05:00.000Z OpenAI 选后发布数据中心新政策：全额自付电力与基础设施成本，设立"地方契约"社区机制 https://slicast.com/ko/article/7shohk Slicast ko 2026-11-07T21:05:00.000Z OpenAI, 선거 이후 데이터센터 정책 발표: 전력 및 인프라 비용 전액 자체 부담, "지역 협약(Local Compact)" 커뮤니티 제도 신설 https://slicast.com/article/7c1i28 Slicast en 2026-11-07T21:04:00.000Z 2026 Midterm Elections: 40 of 41 data center restriction proposals passed (77% opposition vote); New York State subsequently enacted a one-year permit moratorium https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-07T21:04:00.000Z 2026 中期选举：41 项数据中心限制提案 40 项获通过（77% 反对票），纽约州随即颁布最长一年许可暂停令 https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-07T21:04:00.000Z 2026 중간선거: 데이터센터 규제안 41건 중 40건 통과(반대 77% 득표); 이후 뉴욕주는 1년간 허가 유예 조치를 시행 https://slicast.com/article/158aggw Slicast en 2026-11-07T21:03:00.000Z IREN Q1 Earnings Defy Trend: Total Revenue of $228 Million (+66% YoY), AI Cloud Revenue of Approximately $200 Million (Nearly Triple Quarter-over-Quarter), Shares Up 20% in Single Day https://slicast.com/zh/article/158aggw Slicast zh-cn 2026-11-07T21:03:00.000Z IREN Q1 财报逆势爆发：总营收 $2.28 亿（+66% YoY），AI 云营收约 $2 亿（环比近三倍），股价单日+20% https://slicast.com/ko/article/158aggw Slicast ko 2026-11-07T21:03:00.000Z IREN 1분기 실적, 업계 흐름과 달랐다: 총매출 2억 2,800만 달러(전년 대비 66% 증가), AI 클라우드 매출 약 2억 달러(전분기 대비 거의 3배), 주가 하루 만에 20% 상승 https://slicast.com/article/2fs9jv Slicast en 2026-11-07T21:02:00.000Z CoreWeave Debt Alarm: 2031 Bond Yield at 16.33%, Spread More Than 10 Percentage Points Above Meta; $10.6 Billion in Debt Due by End-2027, November 10 Earnings Decisive https://slicast.com/zh/article/2fs9jv Slicast zh-cn 2026-11-07T21:02:00.000Z CoreWeave 债务警报：2031 年债券收益率 16.33%、利差高出 Meta 逾 10 个百分点，$106 亿债务 2027 年底到期，11 月 10 日财报生死局 https://slicast.com/ko/article/2fs9jv Slicast ko 2026-11-07T21:02:00.000Z CoreWeave 부채 경고: 2031년 만기 채권 수익률 16.33%, 메타 대비 스프레드 10%p 이상 상회; 2027년 말까지 만기 도래 부채 106억 달러, 11월 10일 실적 발표가 관건 https://slicast.com/article/89sdbh Slicast en 2026-11-07T21:01:00.000Z Microsoft Q3 Capex Falls Well Short of Expectations; Bloomberg Reports Company Is Reviewing Neocloud Partnerships as CoreWeave Halves in a Month to Record Low https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-07T21:01:00.000Z Microsoft Q3 资本开支大幅不及预期，Bloomberg 曝光其重审 neocloud 合作，CoreWeave 月内腰斩创历史低点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-07T21:01:00.000Z Microsoft 3분기 설비투자(Capex) 예상 크게 하회; 블룸버그, 회사가 네오클라우드 파트너십 검토 중이라고 보도; CoreWeave 한 달 만에 절반 하락해 사상 최저치 기록 https://slicast.com/commentary/oklo-2026-11-07 Slicast en 2026-11-07T20:49:26.966Z Oklo (SMR) November 2026: Behind the 22.7% Single-Session Rally https://slicast.com/zh/commentary/oklo-2026-11-07 Slicast zh-cn 2026-11-07T20:49:26.966Z Oklo（SMR）2026年11月：单日大涨22.7%背后的信号 https://slicast.com/commentary/nuscale-2026-11-07 Slicast en 2026-11-07T20:34:04.863Z NuScale Power Stock Rally, November 2026: Sector Rebound Drives 16.2% Gain as Q3 Discloses Doosan Production Deal https://slicast.com/zh/commentary/nuscale-2026-11-07 Slicast zh-cn 2026-11-07T20:34:04.863Z NuScale Power股价2026年11月：核能板块反弹推动单日上涨16.2%，第三季度披露斗山实体生产协议 https://slicast.com/commentary/vistra-2026-11-07 Slicast en 2026-11-07T20:25:23.905Z Vistra Q3 2026 Earnings: Record EBITDA and 2027 Guidance, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-07 Slicast zh-cn 2026-11-07T20:25:23.905Z Vistra 2026年第三季度业绩及2027年指引，2026年11月 https://slicast.com/commentary/nrg-2026-11-07 Slicast en 2026-11-07T20:16:19.683Z NRG Energy AI Power Supply Strategy, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-07 Slicast zh-cn 2026-11-07T20:16:19.683Z NRG能源AI供电战略，2026年11月 https://slicast.com/brief/2026-11-08 Slicast en 2026-11-07T20:07:54.906Z Latest AI Infrastructure News: November 8, 2026 https://slicast.com/zh/brief/2026-11-08 Slicast zh-cn 2026-11-07T20:07:54.906Z AI 基础设施新闻早报 · 2026年11月8日 https://slicast.com/ko/brief/2026-11-08 Slicast ko 2026-11-07T20:07:54.906Z 최신 AI 인프라 뉴스 · 2026년 11월 8일 https://slicast.com/article/x975ng Slicast en 2026-11-07T19:52:00.000Z Core Scientific is exiting Bitcoin mining, with about 92% of its revenue now coming from renting capacity to AI customers. https://slicast.com/zh/article/x975ng Slicast zh-cn 2026-11-07T19:52:00.000Z Core Scientific正在退出比特币挖矿业务，目前其约92%的收入来自向AI客户出租算力基础设施。 https://slicast.com/ko/article/x975ng Slicast ko 2026-11-07T19:52:00.000Z Core Scientific는 비트코인 채굴 사업에서 철수하고 있으며, 현재 매출의 약 92%가 AI 고객에게 컴퓨팅 용량을 임대하는 데서 발생하고 있습니다. https://slicast.com/article/21xfd2 Slicast en 2026-11-07T19:04:45.000Z Reports say roughly 600,000 Nvidia H200 chips have accumulated in Hong Kong, with Beijing reportedly holding them to boost local technology. https://slicast.com/zh/article/21xfd2 Slicast zh-cn 2026-11-07T19:04:45.000Z 据报道，香港囤积的英伟达H200芯片已达约60万颗，北京方面被报道持有这些芯片以推动本地科技发展。 https://slicast.com/ko/article/21xfd2 Slicast ko 2026-11-07T19:04:45.000Z 홍콩에 엔비디아 H200 칩 약 60만 개가 쌓여 있는 것으로 전해졌으며, 베이징이 현지 기술 육성을 위해 이를 보류하고 있는 것으로 알려졌다. https://slicast.com/article/wnvdkv Slicast en 2026-11-07T19:00:00.000Z TeraWulf says AI leasing now generates 83% of its revenue, as Bitcoin mining recedes. https://slicast.com/zh/article/wnvdkv Slicast zh-cn 2026-11-07T19:00:00.000Z TeraWulf表示，其AI租赁业务目前贡献了83%的收入，比特币挖矿业务则持续萎缩。 https://slicast.com/ko/article/wnvdkv Slicast ko 2026-11-07T19:00:00.000Z TeraWulf는 비트코인 채굴 사업이 축소되는 가운데 AI 임대 사업이 매출의 83%를 차지하고 있다고 밝혔다. https://slicast.com/article/cz0x0 Slicast en 2026-11-07T18:31:06.000Z Australia is weighing safeguards for AI data centres. https://slicast.com/zh/article/cz0x0 Slicast zh-cn 2026-11-07T18:31:06.000Z 澳大利亚正在考虑为AI数据中心设立安全保障措施。 https://slicast.com/ko/article/cz0x0 Slicast ko 2026-11-07T18:31:06.000Z 호주, AI 데이터센터 안전장치 도입 검토 중 https://slicast.com/article/1ujuxud Slicast en 2026-11-07T18:28:05.000Z The US has approved Nvidia H200 AI sales to 'Obscure New Matrix', a buyer named in the report. https://slicast.com/zh/article/1ujuxud Slicast zh-cn 2026-11-07T18:28:05.000Z 美国已批准英伟达H200人工智能芯片向'Obscure New Matrix'出售。 https://slicast.com/ko/article/1ujuxud Slicast ko 2026-11-07T18:28:05.000Z 미국, 보고서에 언급된 구매자 'Obscure New Matrix'에 Nvidia H200 AI 칩 판매를 승인 https://slicast.com/article/z0oyql Slicast en 2026-11-07T18:11:33.000Z US officials reportedly believe Nvidia's CEO had a 'close' relationship with a Chinese spy. https://slicast.com/zh/article/z0oyql Slicast zh-cn 2026-11-07T18:11:33.000Z 据报道，美国官员认为英伟达首席执行官与一名中国间谍关系'密切'。 https://slicast.com/ko/article/z0oyql Slicast ko 2026-11-07T18:11:33.000Z 미국 관리들은 엔비디아 CEO가 중국 간첩과 '가까운' 관계였던 것으로 보고 있다고 전해졌다. https://slicast.com/article/lxouqg Slicast en 2026-11-07T18:00:00.000Z Shoebridge is calling for a moratorium on AI data centres as Tasmanian project proposals multiply. https://slicast.com/zh/article/lxouqg Slicast zh-cn 2026-11-07T18:00:00.000Z Shoebridge呼吁暂停建设AI数据中心，同时塔斯马尼亚州的相关项目提案持续增加。 https://slicast.com/ko/article/lxouqg Slicast ko 2026-11-07T18:00:00.000Z Shoebridge는 태즈메이니아 지역의 프로젝트 제안이 늘어나는 가운데 AI 데이터센터에 대한 모라토리엄(유예)을 촉구하고 있다. https://slicast.com/article/1ps3j6q Slicast en 2026-11-07T17:37:25.000Z Anthropic is pressing ahead with its pre-Thanksgiving IPO despite a tech selloff, now targeting a valuation of $1.25 to $1.75 trillion, well below the $2 trillion it had previously pursued. https://slicast.com/zh/article/1ps3j6q Slicast zh-cn 2026-11-07T17:37:25.000Z Anthropic在科技股抛售之下仍推进感恩节前IPO，目标估值降至1.25万亿至1.75万亿美元，明显低于此前追求的2万亿美元。 https://slicast.com/ko/article/1ps3j6q Slicast ko 2026-11-07T17:37:25.000Z Anthropic은 기술주 매도세에도 불구하고 추수감사절 이전 기업공개(IPO)를 계속 추진하고 있으며, 현재 목표 기업가치는 1조 2,500억~1조 7,500억 달러로, 이전에 추진했던 2조 달러보다 크게 낮다. https://slicast.com/article/t5asab Slicast en 2026-11-07T17:32:01.000Z A report on Nvidia's supply chain cites packaging subsidies, a $12.93 billion deal and 600,000 chips. https://slicast.com/zh/article/t5asab Slicast zh-cn 2026-11-07T17:32:01.000Z 英伟达供应链的最新报道提及封装补贴、一笔129.3亿美元的交易，以及60万颗芯片。 https://slicast.com/ko/article/t5asab Slicast ko 2026-11-07T17:32:01.000Z Nvidia 공급망 보고서는 패키징 보조금, 129억 3천만 달러 규모의 계약, 그리고 60만 개의 칩을 언급하고 있다. https://slicast.com/article/136b9x2 Slicast en 2026-11-07T17:07:00.000Z A Texas data-center freeze is threatening rivals but has left Applied Digital (APLD) largely unscathed, with its shares recovering. https://slicast.com/zh/article/136b9x2 Slicast zh-cn 2026-11-07T17:07:00.000Z 得克萨斯州的数据中心冻结措施正冲击竞争对手，但Applied Digital（APLD）基本未受影响，其股价已回升。 https://slicast.com/ko/article/136b9x2 Slicast ko 2026-11-07T17:07:00.000Z Texas 데이터센터 동결 조치가 경쟁사들에게 타격을 주고 있으나, Applied Digital(APLD)은 큰 영향을 받지 않았으며 주가도 회복세를 보이고 있다. https://slicast.com/article/zslx1m Slicast en 2026-11-07T16:27:49.000Z CoreWeave and Nebius are set to report earnings next week, after a 20.9% slide. https://slicast.com/zh/article/zslx1m Slicast zh-cn 2026-11-07T16:27:49.000Z CoreWeave和Nebius将于下周发布财报，此前两者股价出现20.9%的下跌。 https://slicast.com/ko/article/zslx1m Slicast ko 2026-11-07T16:27:49.000Z CoreWeave와 Nebius는 20.9% 하락 이후 다음 주 실적을 발표할 예정이다. https://slicast.com/article/11r9y93 Slicast en 2026-11-07T16:11:36.000Z A report says Nvidia H200 China export licenses went to two firms with empty offices. https://slicast.com/zh/article/11r9y93 Slicast zh-cn 2026-11-07T16:11:36.000Z 一份报告显示，英伟达H200对华出口许可发给了两家办公室空置的公司。 https://slicast.com/ko/article/11r9y93 Slicast ko 2026-11-07T16:11:36.000Z 엔비디아 H200 중국 수출 허가가 사무실이 비어 있는 두 개 기업에 발급된 것으로 보도됐다. https://slicast.com/article/1qs7rk Slicast en 2026-11-07T16:00:55.000Z The ASRock Rack DMRD16-2L+ motherboard has been spotted with 16 DDR5 slots for Intel's Diamond Rapids Xeon, offering 128 PCIe Gen6 lanes over MCIO. https://slicast.com/zh/article/1qs7rk Slicast zh-cn 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+主板被发现配备16个DDR5插槽，面向英特尔Diamond Rapids Xeon平台，并通过MCIO提供128条PCIe Gen6通道。 https://slicast.com/ko/article/1qs7rk Slicast ko 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+ 메인보드가 인텔 Diamond Rapids Xeon용 DDR5 슬롯 16개를 탑재한 모습으로 포착됐으며, MCIO를 통해 PCIe Gen6 레인 128개를 제공한다. https://slicast.com/article/grgi45 Slicast en 2026-11-07T15:51:00.000Z OpenAI vows to build more data centers after what Futurism describes as an overwhelming voter rebuke of them. https://slicast.com/zh/article/grgi45 Slicast zh-cn 2026-11-07T15:51:00.000Z OpenAI表示将继续建设更多数据中心，此前Futurism形容选民对数据中心的反对声浪'压倒性'。 https://slicast.com/ko/article/grgi45 Slicast ko 2026-11-07T15:51:00.000Z OpenAI는 Futurism이 "유권자들의 압도적인 반대"라고 묘사한 상황 이후에도 데이터센터를 더 짓겠다고 밝혔다. https://slicast.com/article/5x1zq3 Slicast en 2026-11-07T15:50:00.000Z QumulusAI to Report Third Quarter 2026 Financial Results on Nov. 10, 2026 https://slicast.com/zh/article/5x1zq3 Slicast zh-cn 2026-11-07T15:50:00.000Z QumulusAI 将于2026年11月10日发布2026年第三季度财务业绩 https://slicast.com/article/3cur3z Slicast en 2026-11-07T15:45:00.000Z SK hynix's AI arm is paying $377 million for SK Telecom's stake in Penguin Solutions. https://slicast.com/zh/article/3cur3z Slicast zh-cn 2026-11-07T15:45:00.000Z SK海力士的AI业务部门将以3.77亿美元收购SK电信所持Penguin Solutions的股权。 https://slicast.com/ko/article/3cur3z Slicast ko 2026-11-07T15:45:00.000Z SK하이닉스의 AI 부문이 SK텔레콤의 펭귄솔루션즈 지분을 3억 7,700만 달러에 인수한다. https://slicast.com/article/18pzumb Slicast en 2026-11-07T15:14:37.000Z Alphabet's spending includes a Wyoming data center, a drone factory and a $1.5 billion bond. https://slicast.com/zh/article/18pzumb Slicast zh-cn 2026-11-07T15:14:37.000Z Alphabet的支出包括怀俄明州数据中心、无人机工厂以及一笔15亿美元债券。 https://slicast.com/ko/article/18pzumb Slicast ko 2026-11-07T15:14:37.000Z Alphabet의 지출에는 와이오밍 데이터센터, 드론 공장, 15억 달러 규모의 채권이 포함된다. https://slicast.com/article/sp2i7t Slicast en 2026-11-07T15:13:50.000Z Broadcom has been upgraded on AI deal flow, and its Anthropic exposure is described as running through 2027. https://slicast.com/zh/article/sp2i7t Slicast zh-cn 2026-11-07T15:13:50.000Z 博通因AI订单流获得上调评级，其与Anthropic的合作押注据称将持续至2027年。 https://slicast.com/ko/article/sp2i7t Slicast ko 2026-11-07T15:13:50.000Z Broadcom(AVGO)은 AI 계약 흐름에 힘입어 투자의견이 상향되었으며, Anthropic과의 관련 익스포저는 2027년까지 이어질 것으로 전망된다. https://slicast.com/article/smbhs Slicast en 2026-11-07T14:55:58.000Z A Senate permit bill would make data centers pay for the grid they draw on. https://slicast.com/zh/article/smbhs Slicast zh-cn 2026-11-07T14:55:58.000Z 参议院一项许可法案拟要求数据中心为其所依赖的电网承担费用。 https://slicast.com/ko/article/smbhs Slicast ko 2026-11-07T14:55:58.000Z 상원의 허가 법안은 데이터센터가 사용하는 전력망의 비용을 데이터센터가 부담하도록 하는 내용이다. https://slicast.com/article/6kqvh2 Slicast en 2026-11-07T14:52:37.000Z The US has approved Nvidia chip sales to China-linked firms. https://slicast.com/zh/article/6kqvh2 Slicast zh-cn 2026-11-07T14:52:37.000Z 美国已批准向与中国有关联的企业销售英伟达芯片。 https://slicast.com/ko/article/6kqvh2 Slicast ko 2026-11-07T14:52:37.000Z 미국이 중국 관련 기업들에 대한 엔비디아 칩 판매를 승인했다. https://slicast.com/article/8pwts9 Slicast en 2026-11-07T14:47:37.000Z US intelligence sources suggest Nvidia CEO Jensen Huang was targeted by Chinese intelligence in a honeypot operation involving a Megaspeed executive. https://slicast.com/zh/article/8pwts9 Slicast zh-cn 2026-11-07T14:47:37.000Z 美国情报界消息人士称，英伟达首席执行官黄仁勋曾被中国情报机构以诱捕行动锁定，该行动涉及Megaspeed的一名高管。 https://slicast.com/ko/article/8pwts9 Slicast ko 2026-11-07T14:47:37.000Z 미국 정보 당국 소식통에 따르면, 중국 정보기관이 Megaspeed 임원을 끼고 허니팟(honeypot) 작전으로 Nvidia CEO 젠슨 황을 표적으로 삼았던 것으로 보인다. https://slicast.com/article/1hh6c55 Slicast en 2026-11-07T14:26:00.000Z Thousands of people gathered in Dublin for Ireland's first national protest against data centres. https://slicast.com/zh/article/1hh6c55 Slicast zh-cn 2026-11-07T14:26:00.000Z 数千人在都柏林聚集，参加爱尔兰首次全国性数据中心抗议活动。 https://slicast.com/ko/article/1hh6c55 Slicast ko 2026-11-07T14:26:00.000Z 수천 명의 시민이 더블린에 모여 아일랜드 최초의 전국 규모 데이터센터 반대 시위를 벌였다. https://slicast.com/article/3kfqw Slicast en 2026-11-07T14:02:34.000Z SpaceX is behind a proposed 6 GW AI data center campus in Cochise County, Arizona. https://slicast.com/zh/article/3kfqw Slicast zh-cn 2026-11-07T14:02:34.000Z 太空探索技术公司（SpaceX）正在推动亚利桑那州科奇斯县一个拟建的6GW AI数据中心园区。 https://slicast.com/ko/article/3kfqw Slicast ko 2026-11-07T14:02:34.000Z SpaceX는 애리조나주 코치스 카운티에 추진 중인 6GW 규모 AI 데이터센터 캠퍼스의 배후에 있다. https://slicast.com/article/1vs0tu0 Slicast en 2026-11-07T14:02:34.000Z Democrats are weighing the future of the House China committee, the panel that drove scrutiny of chip export controls. https://slicast.com/zh/article/1vs0tu0 Slicast zh-cn 2026-11-07T14:02:34.000Z 民主党人正在考虑众议院中国委员会的未来，该委员会曾推动对芯片出口管制的审查。 https://slicast.com/ko/article/1vs0tu0 Slicast ko 2026-11-07T14:02:34.000Z 민주당은 칩 수출 통제에 대한 조사를 주도해 온 하원 중국 특별위원회의 향후 거취를 검토하고 있다. https://slicast.com/article/172ssgj Slicast en 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. https://slicast.com/zh/article/172ssgj Slicast zh-cn 2026-11-07T13:30:00.000Z 美国国会正式传唤英伟达首席执行官黄仁勋，原因是有报道称存在中国间谍阴谋，官员们提到国家安全担忧日益加剧。 https://slicast.com/ko/article/172ssgj Slicast ko 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. Wait, I need to correct that: the translatio https://slicast.com/article/1gxxtii Slicast en 2026-11-07T13:11:39.000Z A report frames Broadcom's next two milestones as a 2027 Anthropic rollout and a 2028 Singapore fab. https://slicast.com/zh/article/1gxxtii Slicast zh-cn 2026-11-07T13:11:39.000Z 一篇报道将博通接下来的两个关键节点概括为：2027年Anthropic部署与2028年新加坡晶圆厂。 https://slicast.com/ko/article/1gxxtii Slicast ko 2026-11-07T13:11:39.000Z Broadcom의 다음 두 가지 이정표는 2027년 Anthropic 도입과 2028년 싱가포르 팹이라고 한 보고서가 전망했다. https://slicast.com/article/3u15yu Slicast en 2026-11-07T13:00:00.000Z TSMC denied exploring 3D DRAM production at Nvidia's request, after reports said Nvidia had asked it to make the memory to address shortages. https://slicast.com/zh/article/3u15yu Slicast zh-cn 2026-11-07T13:00:00.000Z 台积电否认应英伟达要求探索三维DRAM生产，此前有报道称英伟达曾要求其制造该类存储器以缓解短缺。 https://slicast.com/ko/article/3u15yu Slicast ko 2026-11-07T13:00:00.000Z TSMC는 엔비디아의 요청으로 3D DRAM 생산을 검토하고 있다는 보도를 부인했다. 앞서 엔비디아가 메모리 공급 부족에 대응하기 위해 TSMC에 해당 메모리 생산을 요청했다는 보도가 나왔었다. https://slicast.com/article/1qr9nhx Slicast en 2026-11-07T12:50:07.000Z TeraWulf has sued the Town of Lansing over public records requests. https://slicast.com/zh/article/1qr9nhx Slicast zh-cn 2026-11-07T12:50:07.000Z TeraWulf就公共记录申请一事起诉兰辛镇政府。 https://slicast.com/ko/article/1qr9nhx Slicast ko 2026-11-07T12:50:07.000Z TeraWulf, 랜싱 타운(Town of Lansing)을 상대로 공공기록 열람 요청과 관련한 소송을 제기했다. https://slicast.com/article/121uiqe Slicast en 2026-11-07T12:32:40.000Z Arrow Electronics (ARW) reported Q3 earnings, with management highlighting strong demand and AI growth. https://slicast.com/zh/article/121uiqe Slicast zh-cn 2026-11-07T12:32:40.000Z Arrow Electronics（ARW）公布第三季度财报，管理层强调需求强劲及AI业务增长。 https://slicast.com/ko/article/121uiqe Slicast ko 2026-11-07T12:32:40.000Z Arrow Electronics (ARW)는 3분기 실적을 발표했으며, 경영진은 견조한 수요와 AI 부문의 성장을 강조했다. https://slicast.com/article/1kubl0m Slicast en 2026-11-07T12:13:21.000Z Equinix has opened its sixth Singapore data center for AI, powered by 100% renewable energy. https://slicast.com/zh/article/1kubl0m Slicast zh-cn 2026-11-07T12:13:21.000Z Equinix（EQIX）在新加坡开设其第六座面向AI的数据中心，并由100%可再生能源供电。 https://slicast.com/ko/article/1kubl0m Slicast ko 2026-11-07T12:13:21.000Z Equinix, 100% 재생에너지로 운영되는 AI 전용 싱가포르 데이터센터 여섯 번째 시설을 개소했다. https://slicast.com/article/1lze199 Slicast en 2026-11-07T11:59:21.000Z Reuters reports about 600,000 Nvidia H200 chips are awaiting shipment to China from Hong Kong. https://slicast.com/zh/article/1lze199 Slicast zh-cn 2026-11-07T11:59:21.000Z 路透社报道，约60万颗英伟达H200芯片正在香港等待发往中国。 https://slicast.com/ko/article/1lze199 Slicast ko 2026-11-07T11:59:21.000Z Reuters에 따르면 약 60만 개의 Nvidia H200 칩이 홍콩에서 중국으로 출하되기를 기다리고 있다. https://slicast.com/article/12irikt Slicast en 2026-11-07T10:30:22.000Z Voters in Harwood, North Dakota, rejected data center restrictions and backed the Applied Digital project. https://slicast.com/zh/article/12irikt Slicast zh-cn 2026-11-07T10:30:22.000Z 北达科他州哈伍德市选民否决了数据中心限制措施，并支持Applied Digital的项目。 https://slicast.com/ko/article/12irikt Slicast ko 2026-11-07T10:30:22.000Z Harwood, North Dakota의 유권자들은 데이터센터 규제안을 부결하고 Applied Digital 프로젝트를 지지했다. https://slicast.com/article/7bgleu Slicast en 2026-11-07T10:19:04.000Z SageMaker Inference now adds GPU partitioning with NVIDIA MIG to its inference service. https://slicast.com/zh/article/7bgleu Slicast zh-cn 2026-11-07T10:19:04.000Z SageMaker Inference新增基于NVIDIA MIG的图形处理器分区功能。 https://slicast.com/ko/article/7bgleu Slicast ko 2026-11-07T10:19:04.000Z SageMaker Inference에 이제 NVIDIA MIG를 활용한 GPU 파티셔닝 기능이 추가되었습니다. https://slicast.com/article/19c0h25 Slicast en 2026-11-07T10:13:08.000Z GE Vernova is reported to have won an India grid project, a win that comes amid perceived AI policy risk. https://slicast.com/zh/article/19c0h25 Slicast zh-cn 2026-11-07T10:13:08.000Z 据报道，GE Vernova赢得了印度的一个电网项目，此前市场对人工智能政策风险存有担忧。 https://slicast.com/ko/article/19c0h25 Slicast ko 2026-11-07T10:13:08.000Z GE Vernova는 인도 전력망 프로젝트를 수주한 것으로 전해졌으며, 이번 수주는 AI 정책 리스크에 대한 우려가 제기되는 가운데 이루어졌다. https://slicast.com/article/12jr7wb Slicast en 2026-11-07T10:09:27.000Z Crypto Briefing reports that New Matrix, an assembler of Nvidia H200 chips, lists an empty Beijing address. https://slicast.com/zh/article/12jr7wb Slicast zh-cn 2026-11-07T10:09:27.000Z Crypto Briefing报道，英伟达H200组装商New Matrix登记的北京地址为空置地址。 https://slicast.com/ko/article/12jr7wb Slicast ko 2026-11-07T10:09:27.000Z Crypto Briefing은 Nvidia H200 칩을 조립하는 New Matrix가 베이징의 빈 주소를 등록 주소로 기재하고 있다고 보도했다. https://slicast.com/article/2speno Slicast en 2026-11-07T10:00:41.000Z The New York Times reports that the U.S. cleared Nvidia chips for Chinese firms that have empty offices and troubling ties. https://slicast.com/zh/article/2speno Slicast zh-cn 2026-11-07T10:00:41.000Z 《纽约时报》报道，美国批准向一些办公室空置且关系存疑的中国企业出售英伟达芯片。 https://slicast.com/ko/article/2speno Slicast ko 2026-11-07T10:00:41.000Z 미국이 사무실은 비어 있고 문제 있는 관계를 가진 중국 기업들에 엔비디아 칩 판매를 승인했다고 뉴욕타임스가 보도했다. https://slicast.com/article/14uv63u Slicast en 2026-11-07T09:59:41.000Z Google has bought the Wyoming data center that Crusoe could not finish on its own. https://slicast.com/zh/article/14uv63u Slicast zh-cn 2026-11-07T09:59:41.000Z 谷歌收购了Crusoe无力独自建成的怀俄明州数据中心。 https://slicast.com/ko/article/14uv63u Slicast ko 2026-11-07T09:59:41.000Z Google가 Crusoe가 単독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. Wait, that contains Japanese kanji (単独). Correcting to pure Hangul: Google가 Crusoe가 단독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. https://slicast.com/article/nlp6vv Slicast en 2026-11-07T09:49:48.000Z Drax's data-center campus is the first deal for the $20 billion AI venture between Brookfield and Qatar. https://slicast.com/zh/article/nlp6vv Slicast zh-cn 2026-11-07T09:49:48.000Z Drax的数据中心园区是布鲁克菲尔德与卡塔尔合作、规模200亿美元的人工智能合资项目的首单交易。 https://slicast.com/ko/article/nlp6vv Slicast ko 2026-11-07T09:49:48.000Z Drax의 데이터센터 캠퍼스는 브룩필드와 카타르가 추진하는 200억 달러 규모 AI 벤처의 첫 번째 거래다. https://slicast.com/article/1poind9 Slicast en 2026-11-07T09:45:23.000Z OpenAI has secured $11 billion in fresh capital as the first tranche of a round valuing it at $1.25 trillion, and the full round could swell to $20 billion or more while the company is still courting https://slicast.com/zh/article/1poind9 Slicast zh-cn 2026-11-07T09:45:23.000Z OpenAI已获得110亿美元新资金，作为一轮估值1.25万亿美元融资的首期，该轮融资总额可能扩大至200亿美元以上，公司仍在寻求更多资金。 https://slicast.com/ko/article/1poind9 Slicast ko 2026-11-07T09:45:23.000Z OpenAI가 기업가치 1조 2,500억 달러 규모 투자 라운드의 첫 번째 단계로 110억 달러의 신규 자본을 확보했으며, 회사가 추가 투자자를 계속 유치하고 있는 가운데 전체 라운드 규모는 200억 달러 이상으로 늘어날 수 있다. https://slicast.com/article/1jsa2vp Slicast en 2026-11-07T09:33:06.000Z A Chinese feature reports that tech giants are racing to build data centers in space, and that the computing race is accelerating as chips move toward orbit. https://slicast.com/zh/article/1jsa2vp Slicast zh-cn 2026-11-07T09:33:06.000Z 一篇中文报道称，科技巨头正争相建设太空数据中心，算力竞赛随之加速。 https://slicast.com/ko/article/1jsa2vp Slicast ko 2026-11-07T09:33:06.000Z 중국 특집 기사에 따르면, 기술 대기업들이 우주에 데이터센터를 구축하기 위한 경쟁을 벌이고 있으며, 칩이 궤도로 진출하면서 컴퓨팅 경쟁이 가속화되고 있다. https://slicast.com/article/11oju7b Slicast en 2026-11-07T09:32:45.000Z OpenAI has unveiled new community commitments as data centers face a backlash and the company adopts a lower-profile stance. https://slicast.com/zh/article/11oju7b Slicast zh-cn 2026-11-07T09:32:45.000Z 在数据中心处于舆论风口浪尖之际，OpenAI公布了新的社区承诺，姿态有所放低。 https://slicast.com/ko/article/11oju7b Slicast ko 2026-11-07T09:32:45.000Z OpenAI가 데이터센터에 대한 반발이 거세지는 가운데 새로운 지역사회 상생 방안을 발표하며 한층 낮은 자세를 취하고 있다. https://slicast.com/article/1m7kk8b Slicast en 2026-11-07T09:32:22.000Z A Chinese analysis says Brazil's grid expansion will run for another decade with transmission lines operating for decades, and contrasts how China and Japan are pursuing opposite routes in the Brazili https://slicast.com/zh/article/1m7kk8b Slicast zh-cn 2026-11-07T09:32:22.000Z 一篇中文分析认为，巴西电网扩张还将持续十年，新输电线路的运营期长达数十年，中国与日本在当地选择了两条相反的路径。 https://slicast.com/ko/article/1m7kk8b Slicast ko 2026-11-07T09:32:22.000Z 브라질의 송전망 확충은 향후 10년간 이어질 전망이며, 송전선로는 수십 년간 가동된다는 중국 분석이 나왔다. 해당 분석은 중국과 일본이 브라질 전력시장에서 정반대의 전략을 추진하고 있다고 대비했다. https://slicast.com/article/1norabt Slicast en 2026-11-07T09:32:20.000Z A Chinese feature reports that Nvidia is increasingly acting as its customers' financier, offering payment terms, buying customer stock, guaranteeing customer obligations and arranging insurance cover https://slicast.com/zh/article/1norabt Slicast zh-cn 2026-11-07T09:32:20.000Z 一篇中文报道称，英伟达正为客户提供账期、购买客户股票、为客户担保，并协助寻找保险公司，逐渐成为客户的融资方。 https://slicast.com/ko/article/1norabt Slicast ko 2026-11-07T09:32:20.000Z Nvidia가 고객사의 자금 조달자 역할을 점점 더 많이 맡고 있다는 내용의 중국 특집 기사다. 기사에 따르면 Nvidia는 결제 조건을 제공하고, 고객사 주식을 매입하며, 고객사의 채무를 보증하고, 보험사와 협력해 보험 보장을 마련하고 있다. https://slicast.com/article/vdgih7 Slicast en 2026-11-07T09:28:42.000Z A weekly roundup reports that Microsoft is reportedly scaling back AI compute leasing and gradually exiting its Oracle cloud agreement, that Youzu Networks plans to spend 4.2 billion yuan on GPUs, and https://slicast.com/zh/article/vdgih7 Slicast zh-cn 2026-11-07T09:28:42.000Z 数智周报汇总称，微软据称正在收缩AI算力租赁并逐步退出与甲骨文的云协议，游族网络拟斥资42亿元购买图形处理器，摩根大通副董事长则表示人工智能板块估值仍高、预计将出现回调。 https://slicast.com/ko/article/vdgih7 Slicast ko 2026-11-07T09:28:42.000Z A주간 뉴스 요약에 따르면, Microsoft가 AI 컴퓨팅 임대를 축소하고 Oracle 클라우드 계약에서 점진적으로 빠져나가는 것으로 전해졌다. 또한 Youzu Networks는 GPU에 42억 위안을 투자할 계획이며, JPMorgan 부회장은 AI 밸류에이션이 조정을 받을 것으로 전망했다. https://slicast.com/article/egimpe Slicast en 2026-11-07T08:37:49.000Z Nvidia is reportedly funding SPIL's CoWoS packaging expansion with billions. https://slicast.com/zh/article/egimpe Slicast zh-cn 2026-11-07T08:37:49.000Z 据报道，英伟达将以数十亿级资金为SPIL的CoWoS封装产能扩建提供资金。 https://slicast.com/ko/article/egimpe Slicast ko 2026-11-07T08:37:49.000Z Nvidia는 SPIL의 CoWoS 패키징 확장에 수십억 달러를 투자하는 것으로 알려졌다. https://slicast.com/article/1wi7m85 Slicast en 2026-11-07T08:12:01.000Z A report says AI data centers face 14 curbs in Ohio, and Meta has issued a warning about them. https://slicast.com/zh/article/1wi7m85 Slicast zh-cn 2026-11-07T08:12:01.000Z 一篇报道称，俄亥俄州对人工智能数据中心设有14项限制，Meta对此发出警告。 https://slicast.com/ko/article/1wi7m85 Slicast ko 2026-11-07T08:12:01.000Z Ohio의 AI 데이터센터가 14건의 규제에 직면해 있다는 보도가 나왔으며, Meta가 이에 대해 경고를 발표했다. https://slicast.com/article/foi773 Slicast en 2026-11-07T06:55:00.000Z Tesla's AI chip roadmap reveals a sixth-generation SI6 compute platform reaching 80x the current model, and Dojo 3 shifting to HBM memory. https://slicast.com/zh/article/foi773 Slicast zh-cn 2026-11-07T06:55:00.000Z 特斯拉的人工智能芯片路线图显示，第六代SI6计算平台的算力将达到当前模型的80倍，Dojo 3将转向高带宽内存。 https://slicast.com/ko/article/foi773 Slicast ko 2026-11-07T06:55:00.000Z Tesla의 AI 칩 로드맵에는 현행 모델 대비 80배 성능의 6세대 SI6 컴퓨팅 플랫폼과, Dojo 3의 HBM 메모리 전환 계획이 포함된 것으로 나타났다. https://slicast.com/article/1vou6xu Slicast en 2026-11-07T06:00:03.000Z Go.AI raised $85 million in Series A funding to expand private AI infrastructure for regulated industries. https://slicast.com/zh/article/1vou6xu Slicast zh-cn 2026-11-07T06:00:03.000Z Go.AI完成8500万美元A轮融资，用于为受监管行业扩建私有人工智能基础设施。 https://slicast.com/ko/article/1vou6xu Slicast ko 2026-11-07T06:00:03.000Z Go.AI, 규제 산업을 위한 프라이빗 AI 인프라 확장을 위해 시리즈 A 펀딩으로 8,500만 달러를 유치했다. https://slicast.com/article/ljjtzw Slicast en 2026-11-07T05:36:57.000Z China's Moonshot AI is turning to Europe for Nvidia chips banned for export to China, offering up to 50% more to get them. https://slicast.com/zh/article/ljjtzw Slicast zh-cn 2026-11-07T05:36:57.000Z 中国的月之暗面转向欧洲采购受出口管制禁运的英伟达芯片，并愿意为此多付最高50%的价格。 https://slicast.com/ko/article/ljjtzw Slicast ko 2026-11-07T05:36:57.000Z 중국 AI 기업 문샷 AI(Moonshot AI)가 중국 수출이 금지된 엔비디아 칩을 확보하기 위해 유럽으로 눈을 돌리고 있으며, 이를 위해 최대 50% 높은 가격을 제시하고 있다. https://slicast.com/article/nsvgbz Slicast en 2026-11-07T05:16:02.000Z ET Datacenters reports OpenAI will advance its data center expansion despite scrutiny, though the report gives no new MW, site or dollar figures. https://slicast.com/zh/article/nsvgbz Slicast zh-cn 2026-11-07T05:16:02.000Z 据ET Datacenters报道，OpenAI将在面临审视的情况下继续推进其数据中心扩张，但该报道未给出新的兆瓦、选址或金额数据。 https://slicast.com/ko/article/nsvgbz Slicast ko 2026-11-07T05:16:02.000Z ET Datacenters는 OpenAI가 안팎의 우려에도 불구하고 데이터센터 확장을 추진할 것이라고 보도했으나, 해당 보도에는 새로운 MW, 부지 또는 금액 관련 수치가 포함되어 있지 않다. https://slicast.com/article/1icrkq3 Slicast en 2026-11-07T05:00:00.000Z NVIDIA's CUDA 13.5 is positioned to make Vera Rubin production-ready, with expanded scheduling and multi-GPU communication. https://slicast.com/zh/article/1icrkq3 Slicast zh-cn 2026-11-07T05:00:00.000Z 英伟达的CUDA 13.5被定位为使Vera Rubin达到量产就绪状态，并扩展了调度与多GPU通信能力。 https://slicast.com/ko/article/1icrkq3 Slicast ko 2026-11-07T05:00:00.000Z NVIDIA의 CUDA 13.5는 Vera Rubin을 양산 가능한 수준으로 끌어올리는 것을 목표로 하며, 스케줄링과 다중 GPU 통신 기능을 확대했다. https://slicast.com/article/m6slc Slicast en 2026-11-07T04:55:54.000Z Keel Infrastructure (KEEL) is leaving bitcoin behind as AI data center permits move ahead. https://slicast.com/zh/article/m6slc Slicast zh-cn 2026-11-07T04:55:54.000Z Keel Infrastructure（KEEL）在人工智能数据中心许可推进之际，正从比特币挖矿业务转向。 https://slicast.com/ko/article/m6slc Slicast ko 2026-11-07T04:55:54.000Z Keel Infrastructure(KEEL)는 AI 데이터센터 인허가가 진행되면서 비트코인 사업에서 손을 떼고 있다. https://slicast.com/article/1ktnrby Slicast en 2026-11-07T04:38:00.000Z A diarypoint.com analysis argues that state permits, rather than a federal shutdown, will matter more for U.S. data center rules. https://slicast.com/zh/article/1ktnrby Slicast zh-cn 2026-11-07T04:38:00.000Z diarypoint.com的一篇分析文章认为，对美国数据中心规则而言，州级许可比联邦政府停摆更具决定性影响。 https://slicast.com/ko/article/1ktnrby Slicast ko 2026-11-07T04:38:00.000Z diarypoint.com 분석은 미국 데이터센터 규제에 있어 연방 정부 셧다운보다 주(州) 허가 절차가 더 중요한 영향을 미칠 것이라고 주장한다. https://slicast.com/article/ddcors Slicast en 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar says midterm voter backlash will not derail AI data center spending, and the company will 'build trust' with communities. https://slicast.com/zh/article/ddcors Slicast zh-cn 2026-11-07T04:36:33.000Z OpenAI首席财务官Sarah Friar表示，中期选举前的选民反弹不会打乱人工智能数据中心的支出计划，公司将与社区‘建立信任’。 https://slicast.com/ko/article/ddcors Slicast ko 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar는 중간선거에서 나타난 유권자 반발이 AI 데이터센터 투자를 저해하지 않을 것이며, 회사는 지역사회와 '신뢰를 쌓아' 나갈 것이라고 말했다. https://slicast.com/article/1bzog6f Slicast en 2026-11-07T03:35:00.000Z Intel's Wang Zhicong says AI computing's center of gravity will shift to inference and the edge over the next five years, with green computing pods to land in the first half of next year. https://slicast.com/zh/article/1bzog6f Slicast zh-cn 2026-11-07T03:35:00.000Z 英特尔的Wang Zhicong表示，未来五年人工智能算力的重心将转向推理和边缘侧，绿色计算模块将于明年上半年推出。 https://slicast.com/ko/article/1bzog6f Slicast ko 2026-11-07T03:35:00.000Z Intel의 Wang Zhicong은 향후 5년간 AI 컴퓨팅의 중심이 추론과 엣지로 이동할 것이라고 밝혔으며, 친환경 컴퓨팅 포드(pod)는 내년 상반기에 출시될 예정이다. https://slicast.com/article/150fef2 Slicast en 2026-11-07T02:48:57.000Z bloomingbit reports that TeraWulf and IREN are accelerating their shift to AI infrastructure as bitcoin mining revenue plunges. https://slicast.com/zh/article/150fef2 Slicast zh-cn 2026-11-07T02:48:57.000Z bloomingbit报道称，随着比特币挖矿收入大幅下滑，TeraWulf与IREN正加快向人工智能基础设施转型。 https://slicast.com/ko/article/150fef2 Slicast ko 2026-11-07T02:48:57.000Z bloomingbit는 TeraWulf와 IREN이 비트코인 채굴 수익이 급감하는 가운데 AI 인프라로의 전환을 가속하고 있다고 보도했다. https://slicast.com/article/9mr841 Slicast en 2026-11-07T02:34:22.000Z ET Datacenters reports that AI data centers are reshaping grid planning for utilities. https://slicast.com/zh/article/9mr841 Slicast zh-cn 2026-11-07T02:34:22.000Z ET Datacenters报道称，人工智能数据中心正在重塑公用事业公司的电网规划。 https://slicast.com/ko/article/9mr841 Slicast ko 2026-11-07T02:34:22.000Z AI 데이터센터가 전력회사의 송전망 계획을 바꾸고 있다고 ET Datacenters가 보도했다. https://slicast.com/article/e7jcb8 Slicast en 2026-11-07T02:33:26.000Z The Financial Times reports the US believes Nvidia CEO Jensen Huang had a romantic relationship with an alleged Chinese spy, adding a security angle to the debate over the company's China chips. https://slicast.com/zh/article/e7jcb8 Slicast zh-cn 2026-11-07T02:33:26.000Z 金融时报报道称，美国认为英伟达首席执行官黄仁勋与一名涉嫌为中国情报机构效力的人员存在恋爱关系，这为英伟达的在华芯片争议增添了安全层面的因素。 https://slicast.com/ko/article/e7jcb8 Slicast ko 2026-11-07T02:33:26.000Z Financial Times는 미국 정부가 엔비디아 CEO 젠슨 황이 중국 간첩으로 의심받는 인물과 연애 관계였던 것으로 보고 있다고 보도했다. 이는 회사의 중국향 칩을 둘러싼 논쟁에 안보 쟁점을 더하는 내용이다. https://slicast.com/article/14xuke2 Slicast en 2026-11-07T01:58:51.000Z tech-insider.org reports the 'Data Centre Blue Tsunami' tally of $141B across 37 projects in 2026. https://slicast.com/zh/article/14xuke2 Slicast zh-cn 2026-11-07T01:58:51.000Z tech-insider.org报道，2026年的‘Data Centre Blue Tsunami’统计显示，共37个项目，总额1410亿美元。 https://slicast.com/ko/article/14xuke2 Slicast ko 2026-11-07T01:58:51.000Z tech-insider.org는 2026년 37개 프로젝트에 걸친 '데이터센터 블루 쓰나미' 규모가 1,410억 달러에 달한다고 보도했다. https://slicast.com/article/2fti2u Slicast en 2026-11-07T01:55:00.000Z UK data centers face decade-long grid connection queues, pushing developers to build their own gas-fired power plants. https://slicast.com/zh/article/2fti2u Slicast zh-cn 2026-11-07T01:55:00.000Z 英国数据中心面临长达十年的电网接入排队，开发商转而自建燃气发电厂。 https://slicast.com/ko/article/2fti2u Slicast ko 2026-11-07T01:55:00.000Z 영국 데이터센터는 전력망 연결 대기가 10년에 달해, 개발사들이 자체 가스발전소를 짓는 방향으로 내몰리고 있다. https://slicast.com/article/n1ql9q Slicast en 2026-11-07T01:28:34.000Z Micron has halted work at its Taiwan HBM plant amid a bonus dispute, according to Seoul Economic Daily. https://slicast.com/zh/article/n1ql9q Slicast zh-cn 2026-11-07T01:28:34.000Z 据首尔经济日报报道，美光因奖金纠纷已暂停其台湾HBM工厂的相关工作。 https://slicast.com/ko/article/n1ql9q Slicast ko 2026-11-07T01:28:34.000Z Micron, 대만 HBM 공장 작업 중단… 보너스 분쟁 영향, 서울경제 보도 https://slicast.com/article/t3y45w Slicast en 2026-11-07T01:22:00.000Z Core Scientific's mining fleet has fallen nearly half ahead of its planned exit from mining in Q4 2026. https://slicast.com/zh/article/t3y45w Slicast zh-cn 2026-11-07T01:22:00.000Z Core Scientific的挖矿机队在计划于2026年第四季度退出挖矿业务之前已减少近一半。 https://slicast.com/ko/article/t3y45w Slicast ko 2026-11-07T01:22:00.000Z Core Scientific의 채굴 장비 규모가 2026년 4분기 채굴 사업 철수 계획을 앞두고 거의 절반 가까이 줄었다. https://slicast.com/article/wb14vc Slicast en 2026-11-07T00:56:59.000Z Applied Digital CEO says the data center industry needs to 'take a deep breath' amid backlash over data center projects. https://slicast.com/zh/article/wb14vc Slicast zh-cn 2026-11-07T00:56:59.000Z Applied Digital首席执行官表示，面对数据中心项目引发的反弹，行业需要‘深呼吸’。 https://slicast.com/ko/article/wb14vc Slicast ko 2026-11-07T00:56:59.000Z Applied Digital CEO는 데이터센터 프로젝트를 둘러싼 반발이 거세지는 가운데 업계가 "숨을 고를" 필요가 있다고 말했다. https://slicast.com/article/1ryxw9x Slicast en 2026-11-07T00:50:39.000Z xAI has installed eight refurbished jet-engine generators at its Mississippi facility to supply on-site power. https://slicast.com/zh/article/1ryxw9x Slicast zh-cn 2026-11-07T00:50:39.000Z xAI已在其密西西比州设施安装八台翻新的喷气发动机发电机组，用于提供现场供电。 https://slicast.com/ko/article/1ryxw9x Slicast ko 2026-11-07T00:50:39.000Z xAI는 미시시피 시설에 온사이트 전력 공급을 위해 재생 제트엔진 발전기 8대를 설치했다. https://slicast.com/article/17pz2hg Slicast en 2026-11-07T00:23:00.000Z CNBC reports on how data centers' 'phantom load' is affecting the US grid. https://slicast.com/zh/article/17pz2hg Slicast zh-cn 2026-11-07T00:23:00.000Z CNBC报道了数据中心‘幻影负荷’对美国电网的影响。 https://slicast.com/ko/article/17pz2hg Slicast ko 2026-11-07T00:23:00.000Z CNBC, 데이터센터의 '팬텀 로드(phantom load)'가 미국 전력망에 미치는 영향을 보도했다. https://slicast.com/article/jfdk1 Slicast en 2026-11-07T00:10:36.000Z Tiande said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, I should correct that: 特锐德 is Tebian Electric https://slicast.com/zh/article/jfdk1 Slicast zh-cn 2026-11-07T00:10:36.000Z 特锐德于11月6日表示，其‘算电岛’模式已获多家客户认可，有望在2027年成为主流模式。 https://slicast.com/ko/article/jfdk1 Slicast ko 2026-11-07T00:10:36.000Z Tebian Electric Apparatus said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, that's not right. The sourc https://slicast.com/article/ji4sbb Slicast en 2026-11-07T00:07:54.000Z THE ELEC reports that Socomec is expanding its investment in South Korea's AI data-center power market. https://slicast.com/zh/article/ji4sbb Slicast zh-cn 2026-11-07T00:07:54.000Z THE ELEC报道，Socomec正在扩大其在韩国AI数据中心电力市场的投资。 https://slicast.com/ko/article/ji4sbb Slicast ko 2026-11-07T00:07:54.000Z Socomec, 한국 AI 데이터센터 전력 시장에 대한 투자를 확대한다고 THE ELEC이 보도했다.