https://slicast.com/commentary/anthropic-2026-10-26 Slicast en 2026-10-26T20:27:58.110Z Anthropic IPO Filing, October 2026: $417 Billion in Compute Commitments Over 20 Years https://slicast.com/zh/commentary/anthropic-2026-10-26 Slicast zh-cn 2026-10-26T20:27:58.110Z Anthropic IPO招股书，2026年10月：4170亿美元算力承诺分摊20年 https://slicast.com/commentary/tesla-2026-10-26 Slicast en 2026-10-26T20:19:01.701Z Why Anthropic's $120.5 Billion SpaceX Compute Deal Puts Tesla's AI Infrastructure in Focus https://slicast.com/zh/commentary/tesla-2026-10-26 Slicast zh-cn 2026-10-26T20:19:01.701Z Anthropic披露1205亿美元SpaceX算力协议，特斯拉AI基础设施布局因何受到聚焦 https://slicast.com/brief/2026-10-27 Slicast en 2026-10-26T20:07:45.914Z Latest AI Infrastructure News: October 27, 2026 https://slicast.com/zh/brief/2026-10-27 Slicast zh-cn 2026-10-26T20:07:45.914Z AI 基础设施新闻早报 · 2026年10月27日 https://slicast.com/ko/brief/2026-10-27 Slicast ko 2026-10-26T20:07:45.914Z 최신 AI 인프라 뉴스 · 2026년 10월 27일 https://slicast.com/article/ymhp3s Slicast en 2026-10-26T19:51:30.000Z SpaceX has struck an AI chip lease deal as Elon Musk warns rivals; the available report does not disclose counterparty or contract terms. https://slicast.com/zh/article/ymhp3s Slicast zh-cn 2026-10-26T19:51:30.000Z SpaceX达成一项人工智能芯片租赁协议，马斯克同时向竞争对手发出警告；现有报道未披露交易对手或合同条款。 https://slicast.com/article/1m1h4fl Slicast en 2026-10-26T19:42:19.000Z TSMC is reportedly weighing CoWoS price increases of up to 20% as AI packaging capacity remains scarce. https://slicast.com/zh/article/1m1h4fl Slicast zh-cn 2026-10-26T19:42:19.000Z 据报道，台积电正考虑将CoWoS价格上调最多20%，原因是人工智能先进封装产能仍然紧缺。 https://slicast.com/ko/article/1m1h4fl Slicast ko 2026-10-26T19:42:19.000Z TSMC는 AI 패키징 생산능력이 여전히 부족한 가운데 CoWoS 가격을 최대 20%까지 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/1jw7wth Slicast en 2026-10-26T19:16:49.000Z Anthropic's SpaceX compute leasing has almost tripled to $3.1 billion per month as the company scales its compute and infrastructure commitments ahead of its IPO. https://slicast.com/zh/article/1jw7wth Slicast zh-cn 2026-10-26T19:16:49.000Z Anthropic向SpaceX的算力租赁支出几乎增至三倍，达到每月31亿美元，同时其算力与基础设施承诺持续扩大。 https://slicast.com/ko/article/1jw7wth Slicast ko 2026-10-26T19:16:49.000Z Anthropic의 SpaceX 컴퓨팅 임대 규모가 월 31억 달러로 거의 세 배 늘어났으며, 이는 IPO를 앞두고 회사가 컴퓨팅 및 인프라 투자 약속을 확대하고 있기 때문입니다. https://slicast.com/article/1jtmhuj Slicast en 2026-10-26T19:14:45.000Z Anthropic has become the first major AI lab to file an S-1 with the SEC, planning a Nasdaq listing under the ticker ANT, with reported figures including $11.6 billion. https://slicast.com/zh/article/1jtmhuj Slicast zh-cn 2026-10-26T19:14:45.000Z Anthropic成为首家向美国证券交易委员会提交注册说明书的大型人工智能实验室，计划以ANT为代码在纳斯达克上市，报道中的数据包括116亿美元等指标。 https://slicast.com/ko/article/1jtmhuj Slicast ko 2026-10-26T19:14:45.000Z Anthropic이 미국 증권거래위원회(SEC)에 S-1 서류를 제출한 첫 주요 AI 연구소가 되었으며, 나스닥 상장을 추진하며 종목 코드는 ANT로 계획하고 있다. 보도된 수치에는 116억 달러가 포함되어 있다. https://slicast.com/article/gbcba1 Slicast en 2026-10-26T19:02:01.000Z SpaceX has secured a record $40 billion GPU lease deal with Apollo. https://slicast.com/zh/article/gbcba1 Slicast zh-cn 2026-10-26T19:02:01.000Z SpaceX与阿波罗达成创纪录的400亿美元图形处理器租赁协议。 https://slicast.com/ko/article/gbcba1 Slicast ko 2026-10-26T19:02:01.000Z SpaceX, Apollo와 400억 달러 규모의 GPU 임대 계약을 체결해 기록을 세웠다. https://slicast.com/article/1o4ckw4 Slicast en 2026-10-26T18:55:00.000Z Digital Realty has filed plans for a 998,643-square-foot data center in De Soto. https://slicast.com/zh/article/1o4ckw4 Slicast zh-cn 2026-10-26T18:55:00.000Z Digital Realty已提交一座998,643平方英尺数据中心的规划申请，选址位于De Soto。 https://slicast.com/article/1eivsw6 Slicast en 2026-10-26T18:38:00.000Z Anthropic's IPO filing reveals a plan to spend $542 billion on data centers. https://slicast.com/zh/article/1eivsw6 Slicast zh-cn 2026-10-26T18:38:00.000Z Anthropic的首次公开募股申报文件披露，其数据中心支出计划为5420亿美元。 https://slicast.com/ko/article/1eivsw6 Slicast ko 2026-10-26T18:38:00.000Z Anthropic의 IPO 신고서에는 데이터센터에 5,420억 달러를 투자하는 계획이 담겨 있다. https://slicast.com/article/gx5enx Slicast en 2026-10-26T18:35:50.000Z Abbott's data center freeze is slowing dealmaking across Texas, according to The Texas Lawbook. https://slicast.com/zh/article/gx5enx Slicast zh-cn 2026-10-26T18:35:50.000Z 据The Texas Lawbook报道，阿博特的数据中心冻结措施正在放缓得克萨斯州的交易活动。 https://slicast.com/ko/article/gx5enx Slicast ko 2026-10-26T18:35:50.000Z Texas Lawbook에 따르면, Abbott 주지사의 데이터센터 동결 조치로 텍사스 전역의 거래 진행이 둔화되고 있다. https://slicast.com/article/bc9znx Slicast en 2026-10-26T18:34:04.000Z AirTrunk has secured a $4.25 billion green loan. https://slicast.com/zh/article/bc9znx Slicast zh-cn 2026-10-26T18:34:04.000Z AirTrunk获得42.5亿美元的绿色贷款。 https://slicast.com/article/16ozhfr Slicast en 2026-10-26T18:17:26.000Z Anthropic's disclosures reveal AI compute agreements with SpaceX worth up to $120.5 billion. https://slicast.com/zh/article/16ozhfr Slicast zh-cn 2026-10-26T18:17:26.000Z Anthropic披露，其与SpaceX的人工智能算力协议总额最高达1205亿美元。 https://slicast.com/ko/article/16ozhfr Slicast ko 2026-10-26T18:17:26.000Z Anthropic의 공시에 따르면, SpaceX와의 AI 컴퓨팅 계약 규모는 최대 1,205억 달러에 이른다. https://slicast.com/article/hp9pmb Slicast en 2026-10-26T18:15:00.000Z Elon Musk says more than 200 AI neoclouds face 'Guppy-Level Death' as CoreWeave and Nebius shares slide. https://slicast.com/zh/article/hp9pmb Slicast zh-cn 2026-10-26T18:15:00.000Z 马斯克称，超过200家人工智能新云服务商面临「孔雀鱼级死亡」，CoreWeave与Nebius股价随之下跌。 https://slicast.com/article/g9gfgq Slicast en 2026-10-26T18:15:00.000Z Bond Buyer reports that bond financing is being tapped to pay for data center energy needs. https://slicast.com/zh/article/g9gfgq Slicast zh-cn 2026-10-26T18:15:00.000Z 《Bond Buyer》报道，债券融资正被用于支付数据中心的能源需求。 https://slicast.com/article/1jqobwl Slicast en 2026-10-26T18:04:04.000Z TeraWulf's CEO pushed back on stranded AI data center fears, saying Anthropic won't walk away, and the stock rallied. https://slicast.com/zh/article/1jqobwl Slicast zh-cn 2026-10-26T18:04:04.000Z TeraWulf首席执行官反驳了关于人工智能数据中心资产搁浅的担忧，称Anthropic不会放弃合作，公司股价随之上涨。 https://slicast.com/article/12bzqb7 Slicast en 2026-10-26T17:55:26.000Z Amazon's Andy Jassy says AI inference is still '10 times too expensive' and presents Amazon's own chips as the answer. https://slicast.com/zh/article/12bzqb7 Slicast zh-cn 2026-10-26T17:55:26.000Z 亚马逊的安迪·贾西表示，人工智能推理成本仍高出10倍，并以亚马逊自研芯片作为解决方案。 https://slicast.com/article/jgi34o Slicast en 2026-10-26T17:54:24.000Z Intel shares rose 5% after a new Street upgrade cited a server CPU shortage, while AMD and NVIDIA gained 3%. https://slicast.com/zh/article/jgi34o Slicast zh-cn 2026-10-26T17:54:24.000Z 英特尔股价上涨5%，此前一家券商上调评级，理由是服务器CPU短缺；超威半导体与英伟达亦上涨3%。 https://slicast.com/article/xxp31c Slicast en 2026-10-26T17:53:51.000Z Ecoblox has partnered with Rimac on a modular data center solution. https://slicast.com/zh/article/xxp31c Slicast zh-cn 2026-10-26T17:53:51.000Z Ecoblox与Rimac达成合作，共同推出模块化数据中心方案。 https://slicast.com/article/upclk3 Slicast en 2026-10-26T17:49:35.000Z Micron says its AI memory chips are sold out through 2026 and into 2028. https://slicast.com/zh/article/upclk3 Slicast zh-cn 2026-10-26T17:49:35.000Z 美光科技表示，其人工智能内存芯片已售罄至2026年，并一直延续到2028年。 https://slicast.com/ko/article/upclk3 Slicast ko 2026-10-26T17:49:35.000Z Micron는 AI 메모리 칩이 2026년까지 전량 매진되었으며 2028년까지 이어질 것이라고 밝혔다. https://slicast.com/article/1fmm1u1 Slicast en 2026-10-26T17:46:52.000Z Morgan Stanley expects data-center asset-backed securities spreads to widen further. https://slicast.com/zh/article/1fmm1u1 Slicast zh-cn 2026-10-26T17:46:52.000Z 摩根士丹利预计数据中心资产支持证券的利差将进一步扩大。 https://slicast.com/article/td3tli Slicast en 2026-10-26T17:45:03.000Z Coverage of Anthropic's IPO highlights investors including rival Google, with venture capital firms that also back OpenAI. https://slicast.com/zh/article/td3tli Slicast zh-cn 2026-10-26T17:45:03.000Z 有关Anthropic IPO的报道显示，其投资方包括竞争对手谷歌，还有同时投资OpenAI的风险投资机构。 https://slicast.com/article/13evm9v Slicast en 2026-10-26T17:30:24.000Z Ecoblox has partnered with Rimac on a modular data center solution, with the first deployment slated for Rimac's campus in Kerestinec, Croatia. https://slicast.com/zh/article/13evm9v Slicast zh-cn 2026-10-26T17:30:24.000Z Ecoblox与Rimac合作推出模块化数据中心方案，首个部署点计划设在Rimac位于克罗地亚Kerestinec的园区。 https://slicast.com/article/1blmbo1 Slicast en 2026-10-26T17:17:15.000Z Cadence has unveiled a Nvidia-powered AI data center in Munich, Germany, to support EDA, simulation and sovereign AI cloud services. https://slicast.com/zh/article/1blmbo1 Slicast zh-cn 2026-10-26T17:17:15.000Z Cadence在德国慕尼黑推出由英伟达提供算力的人工智能数据中心，将支持电子设计自动化、仿真及主权人工智能云服务。 https://slicast.com/article/nmnved Slicast en 2026-10-26T17:15:00.000Z Meta has a USD 95 billion funding plan for AI investment. https://slicast.com/zh/article/nmnved Slicast zh-cn 2026-10-26T17:15:00.000Z Meta拟定950亿美元融资计划，用于大规模人工智能投资。 https://slicast.com/ko/article/nmnved Slicast ko 2026-10-26T17:15:00.000Z Meta, AI 투자를 위한 950억 달러 규모의 자금 조달 계획을 보유하고 있다. https://slicast.com/article/wju70 Slicast en 2026-10-26T17:10:55.000Z Verizon has signed a $2bn AI infrastructure deal with AWS, announced alongside its strong Q3 earnings. https://slicast.com/zh/article/wju70 Slicast zh-cn 2026-10-26T17:10:55.000Z 威瑞森与AWS签署20亿美元人工智能基础设施协议，同期公布了强劲的第三季度财报。 https://slicast.com/article/11wigkv Slicast en 2026-10-26T16:58:00.000Z Nvidia and Schneider Electric are testing a digital twin to rehearse AI data center upgrades before they go live. https://slicast.com/zh/article/11wigkv Slicast zh-cn 2026-10-26T16:58:00.000Z 英伟达与施耐德电气正在测试一种数字孪生系统，用于在实际升级前演练人工智能数据中心的改造。 https://slicast.com/article/1x3r6w3 Slicast en 2026-10-26T16:50:20.000Z SpaceX and Meta are pursuing $135 billion for AI infrastructure, while Musk warns of a neocloud funding crunch. https://slicast.com/zh/article/1x3r6w3 Slicast zh-cn 2026-10-26T16:50:20.000Z SpaceX与Meta正在争取1350亿美元用于人工智能基础设施，同时马斯克警告新型云服务商可能面临融资紧缩。 https://slicast.com/ko/article/1x3r6w3 Slicast ko 2026-10-26T16:50:20.000Z SpaceX와 Meta는 AI 인프라에 1,350억 달러를 투입할 계획이며, Musk는 neocloud 자금 조달 위기를 경고하고 있다. https://slicast.com/article/1qkmbgr Slicast en 2026-10-26T16:45:52.000Z Anthropic has filed an S-1 for its IPO, disclosing $417bn in compute commitments, with the associated data center costs spread over the next 20 years. https://slicast.com/zh/article/1qkmbgr Slicast zh-cn 2026-10-26T16:45:52.000Z Anthropic已提交S-1 IPO注册文件，披露其算力承诺总额为4170亿美元，相关数据中心成本将在未来20年内分摊。 https://slicast.com/ko/article/1qkmbgr Slicast ko 2026-10-26T16:45:52.000Z Anthropic가 기업공개(IPO)를 위한 S-1을 제출했으며, 여기서 4,170억 달러 규모의 컴퓨팅 약정을 공시했습니다. 관련 데이터센터 비용은 향후 20년에 걸쳐 분산될 예정입니다. https://slicast.com/article/113h087 Slicast en 2026-10-26T16:38:00.000Z Nebius CEO says the company has enough capital to build its gigawatt, but admits 'some of the capital sources are temporarily closed'. https://slicast.com/zh/article/113h087 Slicast zh-cn 2026-10-26T16:38:00.000Z Nebius首席执行官表示，公司已有足够资金建设其1吉瓦项目，但承认‘部分融资渠道暂时关闭’。 https://slicast.com/ko/article/113h087 Slicast ko 2026-10-26T16:38:00.000Z Nebius CEO는 회사가 기가와트 규모 데이터센터를 구축할 자금을 충분히 확보했다고 밝혔지만, "일부 자금 조달 경로가 일시적으로 막힌 상태"라고 인정했다. https://slicast.com/article/1a3odnz Slicast en 2026-10-26T16:30:32.000Z Amazon's CEO claims AWS capacity is largely sold out for 2027, with a good chunk of 2028 already pre-sold, though this excludes EC2. https://slicast.com/zh/article/1a3odnz Slicast zh-cn 2026-10-26T16:30:32.000Z 亚马逊首席执行官称，AWS 2027年产能基本售罄，2028年的很大一部分已预售，但不包括EC2。 https://slicast.com/ko/article/1a3odnz Slicast ko 2026-10-26T16:30:32.000Z Amazon CEO는 AWS 용량이 2027년에 대부분 판매 완료된 상태이며 2028년 물량도 상당 부분 선판매되었다고 밝혔다. 다만 이는 EC2를 제외한 수치다. https://slicast.com/article/dv5gok Slicast en 2026-10-26T16:21:00.000Z Pennsylvania has more than 80 sites targeted for new data centers statewide, mapped and tracked by PennLive. https://slicast.com/zh/article/dv5gok Slicast zh-cn 2026-10-26T16:21:00.000Z 宾夕法尼亚州已有80多个地点被列为新建数据中心目标，PennLive对其进行了逐一绘制和跟踪。 https://slicast.com/article/13bct5n Slicast en 2026-10-26T16:19:05.000Z Microsoft and Chevron have signed a 20-year power deal to supply a Texas data center. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-26T16:19:05.000Z 微软与雪佛龙签署了一份为得克萨斯州一座数据中心供电的20年期电力协议。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-26T16:19:05.000Z Microsoft와 Chevron은 텍사스 데이터센터에 전력을 공급하기 위한 20년 규모의 전력 계약을 체결했다. https://slicast.com/article/1ix63rt Slicast en 2026-10-26T16:15:35.000Z ZutaCore has detailed a new two-phase boiling design for liquid-cooled data centers, available in its ultra-thin cold plate. https://slicast.com/zh/article/1ix63rt Slicast zh-cn 2026-10-26T16:15:35.000Z ZutaCore详细介绍了面向液冷数据中心的新型两相沸腾设计，该设计已可用于其超薄冷板产品。 https://slicast.com/article/1r8c02e Slicast en 2026-10-26T16:14:50.000Z Fireworks will lease data center capacity in Dallas, Texas from the Forum Markets/Edge Node venture. https://slicast.com/zh/article/1r8c02e Slicast zh-cn 2026-10-26T16:14:50.000Z Fireworks将从Forum Markets/Edge Node合资企业处租用位于得克萨斯州达拉斯的数据中心容量。 https://slicast.com/article/z8lpdk Slicast en 2026-10-26T16:12:44.000Z Karman has completed a power orchestration pilot at NextGen's data center in Montreal, Canada, and will extend the software rollout across NextGen's European operations. https://slicast.com/zh/article/z8lpdk Slicast zh-cn 2026-10-26T16:12:44.000Z Karman已在NextGen位于加拿大蒙特利尔的数据中心完成电力编排试点，并将把该软件推广至NextGen的欧洲业务。 https://slicast.com/article/ndmm7s Slicast en 2026-10-26T16:12:17.000Z Overhaul reports that theft of AI equipment reached $150m in 2026, with fraud behind 92% of incidents, and reports of stolen data center equipment are up 34% since 2024. https://slicast.com/zh/article/ndmm7s Slicast zh-cn 2026-10-26T16:12:17.000Z 物流风险管理公司Overhaul报告称，2026年AI设备盗窃案值达1.5亿美元，其中92%的案件由欺诈导致；被盗数据中心设备的报告自2024年以来增长34%。 https://slicast.com/article/hckdpm Slicast en 2026-10-26T16:08:24.000Z TeraWulf shares jumped 7% after its CEO pushed back on stranded data center fears, citing secured financing and tenants, while Cipher Digital rose 3% and Applied Digital edged higher. https://slicast.com/zh/article/hckdpm Slicast zh-cn 2026-10-26T16:08:24.000Z TeraWulf股价上涨7%，其首席执行官驳斥了数据中心资产搁浅的担忧，称公司已落实融资并拥有租户；Cipher Digital上涨3%，Applied Digital小幅走高。 https://slicast.com/article/d2rhfn Slicast en 2026-10-26T16:05:04.000Z Generative Bionics plans an AI data center and humanoid robotics factory in Italy that could form the first part of a physical AI factory network. https://slicast.com/zh/article/d2rhfn Slicast zh-cn 2026-10-26T16:05:04.000Z Generative Bionics计划在意大利建设一座AI数据中心和人形机器人工厂，这可能成为物理AI工厂网络的第一部分。 https://slicast.com/article/1llknql Slicast en 2026-10-26T15:50:58.000Z Cooler Master has announced a 2.5MW in-row CDU for data centers, expanding its data center cooling lineup. https://slicast.com/zh/article/1llknql Slicast zh-cn 2026-10-26T15:50:58.000Z 酷冷至尊发布了一款2.5兆瓦列间式冷却液分配单元，进一步扩充其数据中心冷却产品线。 https://slicast.com/article/1gsyr5t Slicast en 2026-10-26T15:48:13.000Z CXMT has refused to supply Apple with lower-priced memory chips, according to ECNS. https://slicast.com/zh/article/1gsyr5t Slicast zh-cn 2026-10-26T15:48:13.000Z 据ECNS报道，CXMT拒绝以更低价格向苹果供应存储芯片。 https://slicast.com/article/qg7icp Slicast en 2026-10-26T15:47:05.000Z Anthropic has filed for an IPO, revealing its financials and warning investors its Claude models could blackmail humans, resist shutdown, or go rogue. https://slicast.com/zh/article/qg7icp Slicast zh-cn 2026-10-26T15:47:05.000Z Anthropic提交首次公开募股申请，披露财务数据，并警告投资者其Claude模型可能勒索人类、抵制关机或失控。 https://slicast.com/ko/article/qg7icp Slicast ko 2026-10-26T15:47:05.000Z Anthropic이 IPO를 신청하며 재무 상황을 공개했고, Claude 모델이 인간을 협박하거나 종료에 저항하거나 통제를 벗어날 수 있다는 위험을 투자자에게 경고했다. https://slicast.com/article/b1uph5 Slicast en 2026-10-26T15:42:39.000Z Companies are producing clean water from data center waste heat, according to the Electrical Distributor magazine. https://slicast.com/zh/article/b1uph5 Slicast zh-cn 2026-10-26T15:42:39.000Z 多家公司正利用数据中心余热生产清洁水，据《Electrical Distributor》杂志报道。 https://slicast.com/article/1x70c6y Slicast en 2026-10-26T15:35:00.000Z Unconventional AI has acquired NeuReality to accelerate its roadmap toward 1,000x efficiency chips. https://slicast.com/zh/article/1x70c6y Slicast zh-cn 2026-10-26T15:35:00.000Z Unconventional AI收购NeuReality，以加速其1,000倍能效芯片的路线图。 https://slicast.com/article/1o6fgan Slicast en 2026-10-26T15:29:15.000Z Reuters reports that the AI scaling race is accelerating investment in microgrid technology. https://slicast.com/zh/article/1o6fgan Slicast zh-cn 2026-10-26T15:29:15.000Z 路透社报道，AI规模竞赛正在加速对微电网技术的投资。 https://slicast.com/article/bbrhkh Slicast en 2026-10-26T15:21:19.000Z Meta has announced a plan to raise $95 billion to build AI infrastructure, after Reuters reported it as a record equity raise. https://slicast.com/zh/article/bbrhkh Slicast zh-cn 2026-10-26T15:21:19.000Z Meta宣布计划募资950亿美元用于建设AI基础设施，路透社此前报道称这是一笔创纪录的股权融资。 https://slicast.com/ko/article/bbrhkh Slicast ko 2026-10-26T15:21:19.000Z Meta가 AI 인프라 구축을 위해 950억 달러를 조달할 계획을 발표했다. 로이터는 이를 기록적인 지분 조달로 보도했다. https://slicast.com/article/354txh Slicast en 2026-10-26T15:18:20.000Z IREN's shares have plunged 43% as the bitcoin miner pivots toward AI, according to a Yahoo Finance Singapore analysis that asks whether this is a buying opportunity or a value trap. https://slicast.com/zh/article/354txh Slicast zh-cn 2026-10-26T15:18:20.000Z 据Yahoo Finance Singapore分析，比特币矿企IREN在转向AI业务的同时股价暴跌43%，文章探讨这究竟是买入机会还是价值陷阱。 https://slicast.com/article/1obd0o1 Slicast en 2026-10-26T15:14:38.000Z The STAR50 index has crashed 40%, wiping out $480 billion in value as China's AI stocks slump. https://slicast.com/zh/article/1obd0o1 Slicast zh-cn 2026-10-26T15:14:38.000Z STAR50指数暴跌40%，市值蒸发4800亿美元，中国AI股票遭遇抛售。 https://slicast.com/article/xne2x Slicast en 2026-10-26T15:06:42.000Z Armadillo Hotel Group is expanding into Fort Stockton to support data center growth, according to the Odessa American. https://slicast.com/zh/article/xne2x Slicast zh-cn 2026-10-26T15:06:42.000Z Armadillo Hotel Group扩展至Fort Stockton，以支持数据中心业务增长，据Odessa American报道。 https://slicast.com/article/825i00 Slicast en 2026-10-26T15:06:32.000Z Nvidia is sidestepping the JEDEC HBM standard, according to Blocks & Files. https://slicast.com/zh/article/825i00 Slicast zh-cn 2026-10-26T15:06:32.000Z 据Blocks & Files报道，英伟达绕开了JEDEC的HBM标准。 https://slicast.com/article/kmtc48 Slicast en 2026-10-26T15:05:17.000Z Applied Digital shares plunged 33% even though its results were reported as a record. https://slicast.com/zh/article/kmtc48 Slicast zh-cn 2026-10-26T15:05:17.000Z Applied Digital股价暴跌33%，尽管其业绩据报道创下纪录。 https://slicast.com/article/zmmqh0 Slicast en 2026-10-26T15:02:29.000Z Off-grid data centers have 60-80% higher emissions, according to The Climate Brink. https://slicast.com/zh/article/zmmqh0 Slicast zh-cn 2026-10-26T15:02:29.000Z The Climate Brink报道称，离网数据中心的排放量高出60%至80%。 https://slicast.com/article/1nqiaco Slicast en 2026-10-26T15:01:49.000Z Freedom Holding Corp. says it is advancing AI infrastructure development in Kazakhstan, according to a PR Newswire release. https://slicast.com/zh/article/1nqiaco Slicast zh-cn 2026-10-26T15:01:49.000Z Freedom Holding Corp.称正在推进哈萨克斯坦的人工智能基础设施开发，据PR Newswire新闻稿披露。 https://slicast.com/article/6gk6fb Slicast en 2026-10-26T15:01:20.000Z Unconventional AI has acquired Israeli chip startup NeuReality to speed up its product development. https://slicast.com/zh/article/6gk6fb Slicast zh-cn 2026-10-26T15:01:20.000Z Unconventional AI收购以色列芯片初创公司NeuReality，以加快产品研发。 https://slicast.com/article/gmkgt1 Slicast en 2026-10-26T14:46:09.000Z Together AI, an open-source AI cloud, has reached a US$8.3 billion valuation. https://slicast.com/zh/article/gmkgt1 Slicast zh-cn 2026-10-26T14:46:09.000Z 开源人工智能云平台Together AI的估值已达83亿美元。 https://slicast.com/article/1tpjqcw Slicast en 2026-10-26T14:45:12.000Z Bull has been awarded €40m to deliver the HLRE-5 supercomputer to the German Climate Computing Center, powered by Nvidia GB200 Superchips and Vera CPUs. https://slicast.com/zh/article/1tpjqcw Slicast zh-cn 2026-10-26T14:45:12.000Z Bull获得4000万欧元合同，将为German Climate Computing Center交付HLRE-5超级计算机，该系统将由英伟达GB200 Superchips和Vera CPUs驱动。 https://slicast.com/article/9ytzhw Slicast en 2026-10-26T14:42:50.000Z SWI has launched AI cloud unit SWI Compute, starting with 30MW at the group's planned Cambridge development. https://slicast.com/zh/article/9ytzhw Slicast zh-cn 2026-10-26T14:42:50.000Z SWI推出人工智能云子公司SWI Compute，首期规模为30兆瓦，依托集团规划中位于Cambridge的项目。 https://slicast.com/article/qkdbl1 Slicast en 2026-10-26T14:39:48.000Z The Reserve Bank of India has launched a 700-rack data center in Bhubaneswar, Odisha, to support its primary data center in Navi Mumbai. https://slicast.com/zh/article/qkdbl1 Slicast zh-cn 2026-10-26T14:39:48.000Z 印度储备银行在Odisha邦的Bhubaneswar启用一座数据中心，设有700个机架，为位于Navi Mumbai的主数据中心提供支持。 https://slicast.com/article/uzmgb1 Slicast en 2026-10-26T14:35:14.000Z NVIDIA's DSX POD is pushing AI factory construction toward an assembly-line model, according to Data Center Frontier. https://slicast.com/zh/article/uzmgb1 Slicast zh-cn 2026-10-26T14:35:14.000Z 英伟达DSX POD正推动人工智能工厂建设向流水线式生产转变，Data Center Frontier报道称。 https://slicast.com/article/qizbjd Slicast en 2026-10-26T14:34:06.000Z Anthropic has publicly filed its IPO prospectus, showing explosive growth alongside major risks and very large costs, with one Chinese outlet reporting an $80.7 billion loss over six months. https://slicast.com/zh/article/qizbjd Slicast zh-cn 2026-10-26T14:34:06.000Z Anthropic已公开递交招股书，显示其业绩呈爆发式增长，同时披露了重大风险与极高成本；据钛媒体报道，其半年亏损达807亿美元。 https://slicast.com/ko/article/qizbjd Slicast ko 2026-10-26T14:34:06.000Z Anthropic이 IPO 증권신고서를 공개했습니다. 이에 따르면 폭발적인 성장세와 함께 주요 리스크와 막대한 비용이 확인되며, 한 중국 매체는 6개월간 807억 달러의 손실을 보도했습니다. https://slicast.com/article/f53exs Slicast en 2026-10-26T14:26:38.000Z Verizon raised its earnings outlook as quarterly postpaid subscribers surged, and announced an AI infrastructure deal with AWS. https://slicast.com/zh/article/f53exs Slicast zh-cn 2026-10-26T14:26:38.000Z 威瑞森在季度后付费用户大幅增长后上调了盈利预期，并宣布与亚马逊云科技达成人工智能基础设施合作。 https://slicast.com/article/1wtcaj5 Slicast en 2026-10-26T14:21:23.000Z Meta plans to sell up to $95 billion in new stock to fund its AI infrastructure buildout. https://slicast.com/zh/article/1wtcaj5 Slicast zh-cn 2026-10-26T14:21:23.000Z Meta计划出售最多950亿美元的新股，为其人工智能基础设施建设融资。 https://slicast.com/ko/article/1wtcaj5 Slicast ko 2026-10-26T14:21:23.000Z Meta, AI 인프라 구축 자금 마련을 위해 최대 950억 달러 규모의 신주 발행을 계획하고 있다. https://slicast.com/article/1w5hhgm Slicast en 2026-10-26T14:10:00.000Z The Times of India breaks down which tech giants are funding Anthropic ahead of its IPO and how much they are contributing. https://slicast.com/zh/article/1w5hhgm Slicast zh-cn 2026-10-26T14:10:00.000Z 《印度时报》梳理了在Anthropic首次公开募股前为其提供资金的科技巨头，以及各自的出资金额。 https://slicast.com/article/18ayya7 Slicast en 2026-10-26T14:08:47.000Z MISO, the Midcontinent Independent System Operator, has set new reliability rules for data centers on its grid. https://slicast.com/zh/article/18ayya7 Slicast zh-cn 2026-10-26T14:08:47.000Z MISO（中部独立系统运营商）已为其电网上的数据中心制定新的可靠性规则。 https://slicast.com/article/qa6hjv Slicast en 2026-10-26T14:07:58.000Z Core42, the G42-linked cloud and AI services provider, has expanded its offerings to help customers keep sensitive data under 'sovereign' control. https://slicast.com/zh/article/qa6hjv Slicast zh-cn 2026-10-26T14:07:58.000Z 与G42相关的云服务与人工智能服务商Core42扩展了服务，帮助客户将敏感数据置于主权控制之下。 https://slicast.com/article/1cvjzha Slicast en 2026-10-26T14:04:07.000Z GreentechLead compares the electricity consumption and cost of 1 GW AI data-center projects from Microsoft, Meta, Oracle, xAI and Google. https://slicast.com/zh/article/1cvjzha Slicast zh-cn 2026-10-26T14:04:07.000Z GreentechLead比较了微软、Meta、甲骨文、xAI和谷歌各自1吉瓦人工智能数据中心项目的用电量与电费成本。 https://slicast.com/article/1q7sr61 Slicast en 2026-10-26T14:03:56.000Z Anthropic filed for a US IPO, disclosing an $80 billion loss alongside rapid growth in its AI business. https://slicast.com/zh/article/1q7sr61 Slicast zh-cn 2026-10-26T14:03:56.000Z Anthropic 已提交美国 IPO 申请,披露其亏损达 800 亿美元,同时 AI 业务快速增长。 https://slicast.com/ko/article/1q7sr61 Slicast ko 2026-10-26T14:03:56.000Z Anthropic, 미국 IPO 신청서 제출… 800억 달러 손실 공개, AI 사업은 빠르게 성장 https://slicast.com/article/12qryyh Slicast en 2026-10-26T14:01:27.000Z NextDC chief Scroggie is giving up his 2027 bonuses as the share sell-off deepens following a profit warning. https://slicast.com/zh/article/12qryyh Slicast zh-cn 2026-10-26T14:01:27.000Z NextDC首席Scroggie放弃2027年奖金，因利润预警后股价抛售持续加深。 https://slicast.com/article/mpy78z Slicast en 2026-10-26T14:00:21.000Z A Chinese memory chipmaker has rejected Apple orders, according to Ecns.cn. https://slicast.com/zh/article/mpy78z Slicast zh-cn 2026-10-26T14:00:21.000Z 据Ecns.cn报道，一家中国存储芯片制造商拒绝了苹果的订单。 https://slicast.com/article/1cy5mm6 Slicast en 2026-10-26T14:00:07.000Z S&P Global finds that batteries beat gas and diesel generation on data-centre costs. https://slicast.com/zh/article/1cy5mm6 Slicast zh-cn 2026-10-26T14:00:07.000Z 标普全球的研究认为，在数据中心成本方面，电池储能优于燃气和柴油发电。 https://slicast.com/article/18xtcc1 Slicast en 2026-10-26T14:00:00.000Z Micron rejects the 4F2 approach and intends to use wafer bonding and High-NA EUV before moving to 3D NAND over the next few years. https://slicast.com/zh/article/18xtcc1 Slicast zh-cn 2026-10-26T14:00:00.000Z 美光科技拒绝了4F2方案，计划在未来几年转向三维NAND闪存之前，先采用晶圆键合与High-NA EUV技术推进下一代动态随机存取存储器。 https://slicast.com/article/1xd6zeo Slicast en 2026-10-26T13:58:16.000Z Clean-energy groups and several states are opposing MISO's proposed fast-track study plan for colocated large loads and generation, arguing it lacks ratepayer protections and favors vertically integra https://slicast.com/zh/article/1xd6zeo Slicast zh-cn 2026-10-26T13:58:16.000Z 清洁能源团体和多个州反对MISO提出的大负荷与发电同址快速通道研究方案，认为其缺乏对电费承担者的保护，并偏袒垂直整合型公用事业公司。 https://slicast.com/article/1fboae4 Slicast en 2026-10-26T13:57:23.000Z Bloomberg reports that a CoreWeave share rout is being read as a warning sign for the rest of the stock market. https://slicast.com/zh/article/1fboae4 Slicast zh-cn 2026-10-26T13:57:23.000Z 彭博社报道称，CoreWeave股价暴跌被视为整个股市的预警信号。 https://slicast.com/article/1n9txjj Slicast en 2026-10-26T13:49:06.000Z A $3bn Mubbadrah AI data center project in Oman targets 400MW of computing capacity, with a separate BESS project in Oman also reported. https://slicast.com/zh/article/1n9txjj Slicast zh-cn 2026-10-26T13:49:06.000Z 阿曼一个价值30亿美元的Mubbadrah人工智能数据中心项目，目标算力容量为400兆瓦，同时另有一个阿曼的电池储能系统（BESS）项目。 https://slicast.com/article/e4g5b9 Slicast en 2026-10-26T13:47:44.000Z Micron posted a very strong quarter, yet its stock is plunging, according to The Globe and Mail. https://slicast.com/zh/article/e4g5b9 Slicast zh-cn 2026-10-26T13:47:44.000Z 据《环球邮报》报道，美光科技业绩非常强劲，但股价正在大幅下跌。 https://slicast.com/article/d3j837 Slicast en 2026-10-26T13:47:28.000Z GreentechLead compares 2026 to 2030 AI data-center electricity demand across Amazon, Microsoft, Google, Meta, Oracle and CoreWeave, ranking which needs the most power. https://slicast.com/zh/article/d3j837 Slicast zh-cn 2026-10-26T13:47:28.000Z GreentechLead比较了亚马逊、微软、谷歌、Meta、甲骨文和CoreWeave在2026至2030年间的人工智能数据中心用电需求，并排出用电量最大的企业。 https://slicast.com/article/117n7y3 Slicast en 2026-10-26T13:47:00.000Z BGR reports that data centers may have a frustrating effect on consumers' power bills. https://slicast.com/zh/article/117n7y3 Slicast zh-cn 2026-10-26T13:47:00.000Z BGR报道称，数据中心可能对消费者的电费账单造成令人不满的影响。 https://slicast.com/article/45cj7o Slicast en 2026-10-26T13:45:26.000Z Elon Musk warns that more than 200 AI companies could fail as debt funding dries up. https://slicast.com/zh/article/45cj7o Slicast zh-cn 2026-10-26T13:45:26.000Z 埃隆·马斯克警告称，随着债务融资枯竭，超过200家人工智能公司可能面临倒闭。 https://slicast.com/article/1j8trm8 Slicast en 2026-10-26T13:44:57.000Z Anthropic's IPO filing discloses $430 billion of locked-in AI computing commitments, giving a rare first-hand view of frontier-lab compute obligations. https://slicast.com/zh/article/1j8trm8 Slicast zh-cn 2026-10-26T13:44:57.000Z Anthropic的首次公开募股申请文件披露，其已锁定的人工智能算力承诺达4300亿美元。 https://slicast.com/ko/article/1j8trm8 Slicast ko 2026-10-26T13:44:57.000Z Anthropic의 IPO 신청서는 4,300억 달러 규모의 확정된 AI 컴퓨팅 약정을 공개했으며, 이는 프런티어 연구소의 컴퓨팅 의무에 대한 보기 드문 직접적인 자료를 제공한다. https://slicast.com/article/1r4m5ya Slicast en 2026-10-26T13:42:07.000Z Environment+Energy Leader reports that 11 GW of clean energy got stuck in interconnection queues last year, and the backlog is getting worse. https://slicast.com/zh/article/1r4m5ya Slicast zh-cn 2026-10-26T13:42:07.000Z Environment+Energy Leader报道，去年有11吉瓦清洁能源卡在并网排队中，且情况正在恶化。 https://slicast.com/article/r3eimk Slicast en 2026-10-26T13:42:07.000Z Environment+Energy Leader explains why 800V DC power architecture is reshaping AI data-center power distribution. https://slicast.com/zh/article/r3eimk Slicast zh-cn 2026-10-26T13:42:07.000Z Environment+Energy Leader解释了800V直流供电架构为何正在重塑人工智能数据中心的电力分配。 https://slicast.com/article/5e9uo Slicast en 2026-10-26T13:21:06.000Z Meta and SpaceX are both set to raise billions more to fund their artificial intelligence ambitions, according to The New York Times. https://slicast.com/zh/article/5e9uo Slicast zh-cn 2026-10-26T13:21:06.000Z 据《纽约时报》报道，Meta与SpaceX均将再募集数十亿美元，为其人工智能雄心提供资金。 https://slicast.com/article/174ik5t Slicast en 2026-10-26T13:11:08.000Z Anthropic has publicly filed for a US IPO. The filing shows rapid revenue growth alongside very large losses, reported at roughly $80bn over the period, and heavy compute and infrastructure commitment https://slicast.com/zh/article/174ik5t Slicast zh-cn 2026-10-26T13:11:08.000Z Anthropic 已公开提交美国 IPO 申请。招股文件显示其收入快速增长,但同期亏损规模极大,据报道约为 800 亿美元,同时承诺了大量算力及基础设施投入。 https://slicast.com/ko/article/174ik5t Slicast ko 2026-10-26T13:11:08.000Z Anthropic가 미국 IPO를 위한 공개 신고서를 제출했다. 신고서에 따르면 매출은 빠르게 성장했으나 해당 기간 손실은 약 800억 달러에 달했으며, 컴퓨팅 및 인프라에 대한 대규모 투자 약정도 확인된다. https://slicast.com/article/1whxtxg Slicast en 2026-10-26T12:24:26.000Z SpaceX has entered a $40 billion financing deal with Apollo to fund AI chip purchases, per Reuters. https://slicast.com/zh/article/1whxtxg Slicast zh-cn 2026-10-26T12:24:26.000Z SpaceX据路透社报道,已与Apollo达成一项400亿美元的融资协议,用于资助AI芯片采购。 https://slicast.com/ko/article/1whxtxg Slicast ko 2026-10-26T12:24:26.000Z SpaceX가 AI 칩 구매 자금 조달을 위해 Apollo와 400억 달러 규모의 금융 계약을 체결했다고 Reuters가 보도했다. https://slicast.com/article/718s26 Slicast en 2026-10-26T11:34:42.000Z Meta announced a stock offering of up to $95 billion to fund its AI infrastructure expansion, according to CNBC. https://slicast.com/zh/article/718s26 Slicast zh-cn 2026-10-26T11:34:42.000Z Meta 宣布将发行最多 950 亿美元的股票,用于为其 AI 基础设施扩张提供资金,据 CNBC 报道。 https://slicast.com/ko/article/718s26 Slicast ko 2026-10-26T11:34:42.000Z Meta, CNBC 보도에 따르면 AI 인프라 확장 자금 조달을 위해 최대 950억 달러 규모의 주식 발행을 발표했다. https://slicast.com/article/ldowe1 Slicast en 2026-10-26T11:25:00.000Z Texas has halted 17 data center permits and shut its permit portal. https://slicast.com/zh/article/ldowe1 Slicast zh-cn 2026-10-26T11:25:00.000Z 得克萨斯州已暂停批准17个数据中心许可，并关闭了其许可申请门户。 https://slicast.com/ko/article/ldowe1 Slicast ko 2026-10-26T11:25:00.000Z 텍사스가 데이터센터 허가 17건을 중단하고 허가 포털을 폐쇄했다. https://slicast.com/article/lquvlz Slicast en 2026-10-26T02:14:55.000Z NT Data Centres plans to run its campuses off-grid with a 1,038 MW gas-fired power plant, according to a tech-insider.org headline. The snippet is title-only, so the project's timeline and ownership a https://slicast.com/zh/article/lquvlz Slicast zh-cn 2026-10-26T02:14:55.000Z NT Data Centres 计划以一座 1,038 MW 燃气发电厂为其园区提供离网供电,这一信息来自 tech-insider.org 的一则标题。该摘要仅含标题,项目时间表与所有权尚未经证实。 https://slicast.com/ko/article/lquvlz Slicast ko 2026-10-26T02:14:55.000Z NT Data Centres는 1,038MW 규모의 가스 화력발전소로 캠퍼스를 계통에 의존하지 않고 운영할 계획이라고 tech-insider.org 헤드라인이 전했다. 해당 기사는 제목만 확인되어 프로젝트 일정과 소유 구조는 확인되지 않았다. https://slicast.com/article/1rxsjmx Slicast en 2026-10-26T02:12:19.000Z SpaceX has secured $40 billion in debt financing to buy AI semiconductors and GPUs, according to reports citing Musk, who also warned of a coming neocloud shakeout. https://slicast.com/zh/article/1rxsjmx Slicast zh-cn 2026-10-26T02:12:19.000Z SpaceX已获得400亿美元债务融资用于采购AI半导体和GPU,据援引马斯克的报道称,他还警告新型云(neocloud)行业即将迎来洗牌。 https://slicast.com/ko/article/1rxsjmx Slicast ko 2026-10-26T02:12:19.000Z SpaceX가 AI 반도체와 GPU 구매를 위해 400억 달러 규모의 부채 금융을 확보했다고 머스크를 인용한 보도들이 전했다. 머스크는 이와 함께 곧 닥칠 네오클라우드 업계의 구조조정을 경고했다. https://slicast.com/article/14khotc Slicast en 2026-10-26T02:05:50.000Z Elon Musk says SpaceX raised $40 billion in debt to buy GPUs, and he warned that neocloud operators face a shakeout. These are his own claims, reported secondhand. https://slicast.com/zh/article/14khotc Slicast zh-cn 2026-10-26T02:05:50.000Z Elon Musk表示,SpaceX为采购GPU筹集了400亿美元债务,并警告神云(neocloud)运营商将面临洗牌。以上均为其本人说法,属转述信息。 https://slicast.com/ko/article/14khotc Slicast ko 2026-10-26T02:05:50.000Z Elon Musk는 SpaceX가 GPU 구매를 위해 400억 달러의 부채를 조달했다고 밝혔으며, 뉴클라우드 사업자들이 구조조정에 직면할 것이라고 경고했다. 이는 그의 주장이며, 간접적으로 보도된 내용이다. https://slicast.com/article/nbpyzd Slicast en 2026-10-26T01:47:43.000Z OpenAI has secured a $30 billion funding round, according to a tech-insider.org headline. The source's snippet is title-only, so round details and investors are unconfirmed. https://slicast.com/zh/article/nbpyzd Slicast zh-cn 2026-10-26T01:47:43.000Z OpenAI已据tech-insider.org的一则标题报道完成300亿美元融资轮。该来源仅提供标题片段,融资细节及投资方尚未证实。 https://slicast.com/ko/article/nbpyzd Slicast ko 2026-10-26T01:47:43.000Z OpenAI, tech-insider.org 헤드라인에 따르면 300억 달러 규모의 투자 유치를 확보했다. 해당 출처의 스니펫은 제목만 포함하고 있어 투자 라운드의 세부 내용과 투자자는 확인되지 않았다. https://slicast.com/article/flb6w8 Slicast en 2026-10-25T23:18:20.000Z Elon Musk said SpaceX has secured $40 billion in debt financing to buy AI chips, and warned that neocloud providers could fail. https://slicast.com/zh/article/flb6w8 Slicast zh-cn 2026-10-25T23:18:20.000Z Elon Musk表示，SpaceX已获得400亿美元债务融资用于购买AI芯片，并警告neocloud服务商可能倒闭。 https://slicast.com/ko/article/flb6w8 Slicast ko 2026-10-25T23:18:20.000Z Elon Musk는 SpaceX가 AI 칩 매입을 위해 400억 달러 규모의 부채 금융을 확보했다고 밝혔으며, 뉴클라우드 사업자들이 파산할 수 있다고 경고했다. https://slicast.com/commentary/microsoft-2026-10-25 Slicast en 2026-10-25T21:26:08.866Z Microsoft Azure AI News, October 2026: Maia 300 Launch, $115.95B Capex, and UK Data Center Exit https://slicast.com/zh/commentary/microsoft-2026-10-25 Slicast zh-cn 2026-10-25T21:26:08.866Z 微软Azure AI动态，2026年10月：Maia 300发布、资本支出1159.5亿美元及退出英国项目 https://slicast.com/commentary/kla-2026-10-25 Slicast en 2026-10-25T21:18:06.183Z KLA Corporation Share Decline and Capex Cycle, October 2026 https://slicast.com/zh/commentary/kla-2026-10-25 Slicast zh-cn 2026-10-25T21:18:06.183Z KLA公司股价下跌与资本支出周期，2026年10月 https://slicast.com/commentary/tsmc-2026-10-25 Slicast en 2026-10-25T21:09:35.890Z TSMC Rare-Earth Equipment Supply Chain, October 2026 https://slicast.com/zh/commentary/tsmc-2026-10-25 Slicast zh-cn 2026-10-25T21:09:35.890Z 台积电无稀土设备供应链，2026年10月 https://slicast.com/commentary/nebius-2026-10-25 Slicast en 2026-10-25T20:33:44.089Z Nebius $3.5 Billion Citi Facility and GPU Pricing Strategy, October 2026 https://slicast.com/zh/commentary/nebius-2026-10-25 Slicast zh-cn 2026-10-25T20:33:44.089Z Nebius 35亿美元花旗融资与GPU定价策略，2026年10月 https://slicast.com/commentary/bloom-energy-2026-10-25 Slicast en 2026-10-25T20:19:29.931Z Bloom Energy Stock, October 2026: Record Q3 Results and an Unexplained 11.2% Drop https://slicast.com/zh/commentary/bloom-energy-2026-10-25 Slicast zh-cn 2026-10-25T20:19:29.931Z Bloom Energy股票，2026年10月：创纪录三季报与无法解释的11.2%跌幅 https://slicast.com/brief/2026-10-26 Slicast en 2026-10-25T20:07:27.903Z Latest AI Infrastructure News: October 26, 2026 https://slicast.com/zh/brief/2026-10-26 Slicast zh-cn 2026-10-25T20:07:27.903Z AI 基础设施新闻早报 · 2026年10月26日 https://slicast.com/ko/brief/2026-10-26 Slicast ko 2026-10-25T20:07:27.903Z 최신 AI 인프라 뉴스 · 2026년 10월 26일 https://slicast.com/article/1u225qq Slicast en 2026-10-25T19:06:26.000Z Yahoo Finance reports that Nvidia (NVDA) has lost its China AI accelerator market. https://slicast.com/zh/article/1u225qq Slicast zh-cn 2026-10-25T19:06:26.000Z 雅虎财经报道称，英伟达（NVDA）已丢失中国AI加速器市场。 https://slicast.com/ko/article/1u225qq Slicast ko 2026-10-25T19:06:26.000Z 엔비디아(NVDA)가 중국 AI 가속기 시장을 잃었다고 야후 파이낸스가 보도했다. https://slicast.com/article/3igo2h Slicast en 2026-10-25T19:02:24.000Z An ASPI analysis piece argues that Northern Territory data centres could bring their own power rather than wait on the grid. https://slicast.com/zh/article/3igo2h Slicast zh-cn 2026-10-25T19:02:24.000Z ASPI的分析文章认为，北领地的数据中心可以自备电力，而不必等待电网接入。 https://slicast.com/ko/article/3igo2h Slicast ko 2026-10-25T19:02:24.000Z ASPI 분석 기고문은 노던 테리토리의 데이터센터가 전력망 연결을 기다리기보다 자체 전력을 확보하는 방안을 검토해야 한다고 주장한다. https://slicast.com/article/ys6gq5 Slicast en 2026-10-25T19:01:24.000Z Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN) are heading into earnings, with investors asking whether results can revive the AI stock rally. https://slicast.com/zh/article/ys6gq5 Slicast zh-cn 2026-10-25T19:01:24.000Z 微软（MSFT）、Alphabet（GOOGL）和亚马逊（AMZN）即将公布财报，投资者关注其业绩能否重振AI股票涨势。 https://slicast.com/ko/article/ys6gq5 Slicast ko 2026-10-25T19:01:24.000Z Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN)은 실적 발표를 앞두고 있으며, 투자자들은 이번 실적이 AI 주식 랠리를 되살릴 수 있을지 주목하고 있다. https://slicast.com/article/1p4o59n Slicast en 2026-10-25T18:38:58.000Z Iris Energy (IREN) shares sank as Wall Street questioned its AI cloud bet. https://slicast.com/zh/article/1p4o59n Slicast zh-cn 2026-10-25T18:38:58.000Z Iris Energy（IREN）股价大跌，华尔街对其AI云业务押注表示怀疑。 https://slicast.com/ko/article/1p4o59n Slicast ko 2026-10-25T18:38:58.000Z Iris Energy(IREN) 주가는 월가가 AI 클라우드 사업 베팅에 의문을 제기하면서 하락했다. https://slicast.com/article/1yf0i4a Slicast en 2026-10-25T18:18:08.000Z Zoho's Sridhar Vembu warned of an AI bubble, and Zoho is delaying spending. https://slicast.com/zh/article/1yf0i4a Slicast zh-cn 2026-10-25T18:18:08.000Z Zoho的Sridhar Vembu警告AI存在泡沫，Zoho同时推迟了支出。 https://slicast.com/ko/article/1yf0i4a Slicast ko 2026-10-25T18:18:08.000Z Zoho의 스리다르 벰부는 AI 버블에 대해 경고했으며, Zoho는 지출을 연기하고 있다. https://slicast.com/article/1mbf29 Slicast en 2026-10-25T18:15:00.000Z CXMT (ChangXin Memory) is turning away Apple and Taiwanese server buyers as Beijing's memory self-sufficiency drive tightens DRAM supply. https://slicast.com/zh/article/1mbf29 Slicast zh-cn 2026-10-25T18:15:00.000Z 长鑫存储（CXMT）正拒绝苹果和台湾服务器买家的订单，因北京推动内存自主可控，DRAM供应趋紧。 https://slicast.com/ko/article/1mbf29 Slicast ko 2026-10-25T18:15:00.000Z CXMT(창신메모리)는 베이징의 메모리 자급 추진으로 D램 공급이 빠듯해지면서 애플과 대만 서버 구매사들의 주문을 거절하고 있다. https://slicast.com/article/kvw28m Slicast en 2026-10-25T18:15:00.000Z Tether has signed 15 mining firms to a common software standard as AI moves into bitcoin data centers. https://slicast.com/zh/article/kvw28m Slicast zh-cn 2026-10-25T18:15:00.000Z Tether已与15家矿企签署通用软件标准，AI正进入比特币数据中心。 https://slicast.com/ko/article/kvw28m Slicast ko 2026-10-25T18:15:00.000Z Tether가 AI가 비트코인 데이터센터로 확산되는 가운데 15개 채굴 기업과 공통 소프트웨어 표준에 서명했다. https://slicast.com/article/i0g32h Slicast en 2026-10-25T18:00:00.000Z Australia's AI data centre 'gold rush', which some describe as a bubble, faces a power reckoning. https://slicast.com/zh/article/i0g32h Slicast zh-cn 2026-10-25T18:00:00.000Z 澳大利亚AI数据中心的“淘金热”（有人称之为泡沫）正面临电力问题的考验。 https://slicast.com/ko/article/i0g32h Slicast ko 2026-10-25T18:00:00.000Z 호주의 AI 데이터센터 '골드러시'가 전력 문제라는 난관에 직면했으며, 일부에서는 이를 거품이라고 보고 있다. https://slicast.com/article/fg06kt Slicast en 2026-10-25T17:59:28.000Z Nikhil Kamath has warned of an $800 billion AI funding gap and predicted tough times ahead. https://slicast.com/zh/article/fg06kt Slicast zh-cn 2026-10-25T17:59:28.000Z Nikhil Kamath警告AI存在8000亿美元的资金缺口，并预测前路艰难。 https://slicast.com/ko/article/fg06kt Slicast ko 2026-10-25T17:59:28.000Z Nikhil Kamath가 8,000억 달러 규모의 AI 자금 조달 격차를 경고하며 향후 어려운 시기가 올 것이라고 전망했다. https://slicast.com/article/uy6s0 Slicast en 2026-10-25T17:29:00.000Z Truck traffic around Core Scientific's site is expected to continue for 8-9 months, per Herald-Banner. https://slicast.com/zh/article/uy6s0 Slicast zh-cn 2026-10-25T17:29:00.000Z Core Scientific相关场地的卡车通行量预计将持续8至9个月。 https://slicast.com/ko/article/uy6s0 Slicast ko 2026-10-25T17:29:00.000Z Herald-Banner에 따르면 Core Scientific 부지 주변의 트럭 통행은 향후 8~9개월간 계속될 것으로 예상된다. https://slicast.com/article/1yzll8m Slicast en 2026-10-25T17:20:50.000Z A 2025 chip revenue estimate ranks SK hynix ahead of Intel. https://slicast.com/zh/article/1yzll8m Slicast zh-cn 2026-10-25T17:20:50.000Z 一份2025年芯片营收估算显示，SK海力士的排名已超过英特尔。 https://slicast.com/ko/article/1yzll8m Slicast ko 2026-10-25T17:20:50.000Z 2025년 칩 매출 추정치에서 SK hynix가 Intel보다 앞선 것으로 나타났다. https://slicast.com/article/150963d Slicast en 2026-10-25T16:52:49.000Z Broadcom has announced AI networking, though the source gives no product details. https://slicast.com/zh/article/150963d Slicast zh-cn 2026-10-25T16:52:49.000Z 博通宣布推出AI网络产品，来源未提供具体产品细节。 https://slicast.com/ko/article/150963d Slicast ko 2026-10-25T16:52:49.000Z Broadcom이 AI 네트워킹 사업을 발표했으나, 출처에는 제품 세부 정보가 없습니다. https://slicast.com/article/1fb9emi Slicast en 2026-10-25T16:40:48.000Z TeraWulf CEO Paul Prager recast Elon Musk's 'stranded compute' warning as an argument to buy the stock. https://slicast.com/zh/article/1fb9emi Slicast zh-cn 2026-10-25T16:40:48.000Z TeraWulf首席执行官Paul Prager将Elon Musk关于「搁浅算力」的警告，转化为买入该股的理由。 https://slicast.com/ko/article/1fb9emi Slicast ko 2026-10-25T16:40:48.000Z TeraWulf CEO Paul Prager는 Elon Musk의 '유휴 컴퓨팅 자원(stranded compute)' 경고를 주식 매수를 권유하는 근거로 재해석했다. https://slicast.com/article/263ndh Slicast en 2026-10-25T16:38:31.000Z Mistral is positioning itself as a full AI stack to take on OpenAI and Google. https://slicast.com/zh/article/263ndh Slicast zh-cn 2026-10-25T16:38:31.000Z Mistral正将自身打造为完整的AI技术栈，以与OpenAI和谷歌竞争。 https://slicast.com/ko/article/263ndh Slicast ko 2026-10-25T16:38:31.000Z Mistral은 OpenAI와 Google에 맞서기 위해 풀스택 AI 플랫폼으로 입지를 다지고 있다. https://slicast.com/article/1el3b0l Slicast en 2026-10-25T16:00:00.000Z The US Treasury has proposed an overseas technology investment rule, according to Taipei Times. https://slicast.com/zh/article/1el3b0l Slicast zh-cn 2026-10-25T16:00:00.000Z 美国财政部提议一项海外科技投资规则。 https://slicast.com/ko/article/1el3b0l Slicast ko 2026-10-25T16:00:00.000Z 미국 재무부가 해외 기술 투자 규정을 제안했다고 타이베이 타임스가 보도했다. https://slicast.com/article/a47vwr Slicast en 2026-10-25T15:48:00.000Z Nebius Group (NBIS) has powered up the first Bloom Energy fuel cell block at its 300 MW New Jersey data center. https://slicast.com/zh/article/a47vwr Slicast zh-cn 2026-10-25T15:48:00.000Z Nebius Group（NBIS）已在其300 MW新泽西数据中心启动首个Bloom Energy燃料电池模块。 https://slicast.com/ko/article/a47vwr Slicast ko 2026-10-25T15:48:00.000Z Nebius Group (NBIS)가 300MW 규모 뉴저지 데이터센터에서 Bloom Energy 연료전지 블록 가동을 시작했습니다. https://slicast.com/article/rv9qix Slicast en 2026-10-25T15:02:08.000Z The MP semicon summit drew investment proposals worth ₹15,425 crore and about 14,000 jobs in sight. https://slicast.com/zh/article/rv9qix Slicast zh-cn 2026-10-25T15:02:08.000Z MP半导体峰会吸引了1542.5亿卢比的投资意向，有望带来约1.4万个就业岗位。 https://slicast.com/ko/article/rv9qix Slicast ko 2026-10-25T15:02:08.000Z MP 반도체 정상회의에서 1조 5,425억 루피(₹15,425 crore) 규모의 투자 제안이 나왔으며, 약 14,000개의 일자리가 예상된다. https://slicast.com/article/pbzu3w Slicast en 2026-10-25T14:57:24.000Z Weflayr has raised a $2.5M pre-seed round to build an intelligent AI inference routing layer. https://slicast.com/zh/article/pbzu3w Slicast zh-cn 2026-10-25T14:57:24.000Z Weflayr已完成250万美元的种子前轮融资，用于打造智能AI推理路由层。 https://slicast.com/ko/article/pbzu3w Slicast ko 2026-10-25T14:57:24.000Z Weflayr가 지능형 AI 추론 라우팅 레이어를 구축하기 위해 250만 달러 규모의 프리시드 라운드를 유치했다. https://slicast.com/article/dior85 Slicast en 2026-10-25T14:53:41.000Z Generac's Q3 earnings preview asks whether its Amazon AI deal can drive a major beat. https://slicast.com/zh/article/dior85 Slicast zh-cn 2026-10-25T14:53:41.000Z Generac第三季度财报前瞻提出一个问题：其与亚马逊的AI合作能否推动业绩大幅超预期。 https://slicast.com/ko/article/dior85 Slicast ko 2026-10-25T14:53:41.000Z Generac의 3분기 실적 전망: Amazon AI 계약이 실적 대폭 상회를 이끌 수 있을지 주목된다. https://slicast.com/article/16vwvnj Slicast en 2026-10-25T13:47:05.000Z A TradingView consumer-tech roundup for Oct 19-23 reports that OpenAI is reportedly seeking $30 billion, Tesla cut its 2026 capex forecast, and Anthropic committed to over $600 billion. https://slicast.com/zh/article/16vwvnj Slicast zh-cn 2026-10-25T13:47:05.000Z TradingView于10月19日至23日的消费科技周报报道称，OpenAI据报道正寻求300亿美元融资，特斯拉下调了2026年资本支出预测，Anthropic承诺投入超过6000亿美元。 https://slicast.com/ko/article/16vwvnj Slicast ko 2026-10-25T13:47:05.000Z TradingView 소비자 기술 주간 요약에 따르면, 10월 19일부터 23일까지 OpenAI가 300억 달러 규모의 자금 조달을 추진 중이라고 보도되었으며, Tesla는 2026년 자본지출 전망치를 하향 조정했고, Anthropic은 6,000억 달러 이상의 투자를 약속했다. https://slicast.com/article/nbqx4i Slicast en 2026-10-25T13:34:38.000Z Wccftech reports that data center customers are reportedly footing a bigger bill for a superior HBM supply chain where Samsung has an edge, with Samsung estimated to charge up to 25% extra. https://slicast.com/zh/article/nbqx4i Slicast zh-cn 2026-10-25T13:34:38.000Z Wccftech援引报道称，数据中心客户据悉将为更优质的高带宽内存（HBM）供应链支付更高费用，三星在该领域占据优势，估计其报价最高可加价25%。 https://slicast.com/ko/article/nbqx4i Slicast ko 2026-10-25T13:34:38.000Z Wccftech는 데이터센터 고객들이 HBM 공급망에서 우위를 점하고 있는 삼성전자의 제품을 얻기 위해 더 큰 비용을 부담하고 있다고 보도했으며, 삼성전자는 최대 25%의 추가 요금을 청구하는 것으로 추정된다. https://slicast.com/article/14f05pa Slicast en 2026-10-25T13:25:12.000Z Khaleej Times reports that Anthropic's IPO stands alone as AI market jitters sideline other listings. https://slicast.com/zh/article/14f05pa Slicast zh-cn 2026-10-25T13:25:12.000Z Khaleej Times报道称，在人工智能市场波动使其他融资项目受挫的背景下，Anthropic的IPO成为唯一独立推进的案例。 https://slicast.com/ko/article/14f05pa Slicast ko 2026-10-25T13:25:12.000Z Khaleej Times는 AI 시장의 불안감으로 다른 상장 계획이 보류되는 가운데 Anthropic의 IPO가 홀로 주목받고 있다고 보도했다. https://slicast.com/article/8lvxnc Slicast en 2026-10-25T13:19:10.000Z TheEnergyMag reports that ENGIE's North America chief says the AI boom needn't raise power bills. https://slicast.com/zh/article/8lvxnc Slicast zh-cn 2026-10-25T13:19:10.000Z TheEnergyMag报道称，ENGIE北美负责人表示，人工智能热潮不必推高电费。 https://slicast.com/ko/article/8lvxnc Slicast ko 2026-10-25T13:19:10.000Z TheEnergyMag는 ENGIE의 북미 총괄 책임자가 AI 붐이 전기요금을 끌어올릴 필요는 없다고 말했다고 보도했다. https://slicast.com/article/740gx0 Slicast en 2026-10-25T13:11:29.000Z Crypto Briefing reports that Nvidia CEO Jensen Huang says China excels in AI research. https://slicast.com/zh/article/740gx0 Slicast zh-cn 2026-10-25T13:11:29.000Z Crypto Briefing报道称，英伟达首席执行官黄仁勋表示，中国在人工智能研究方面表现出色。 https://slicast.com/ko/article/740gx0 Slicast ko 2026-10-25T13:11:29.000Z Crypto Briefing은 젠슨 황 엔비디아 CEO가 중국이 AI 연구에서 강점을 보이고 있다고 말했다고 보도했다. https://slicast.com/article/1ji9y9n Slicast en 2026-10-25T13:00:00.000Z Tom's Hardware reports that Nvidia CEO Jensen Huang is reportedly weighing annual software fees of around $2,000 per GPU for enterprise AI software that 'runs agents on AI factories', a model that cou https://slicast.com/zh/article/1ji9y9n Slicast zh-cn 2026-10-25T13:00:00.000Z Tom's Hardware报道称，英伟达首席执行官黄仁勋据报道正考虑对用于在AI工厂上运行智能体的企业级人工智能软件收取每颗GPU约2000美元的年费，该模式每年或可带来100亿美元收入。 https://slicast.com/ko/article/1ji9y9n Slicast ko 2026-10-25T13:00:00.000Z Tom's Hardware는 엔비디아 CEO 젠슨 황이 "AI 팩토리에서 에이전트를 실행하는" 기업용 AI 소프트웨어에 GPU당 연간 약 2,000달러의 소프트웨어 요금을 부과하는 방안을 검토하고 있다고 보도했다. 이 모델이 시행될 경우 연간 100억 달러의 매출을 창출할 수 있다. https://slicast.com/article/119ogmo Slicast en 2026-10-25T13:00:00.000Z Bloomberg reports that AI spending fears threaten to swamp Big Tech's strong earnings. https://slicast.com/zh/article/119ogmo Slicast zh-cn 2026-10-25T13:00:00.000Z 彭博社报道称，对人工智能支出的担忧可能盖过大型科技公司强劲的财报表现。 https://slicast.com/ko/article/119ogmo Slicast ko 2026-10-25T13:00:00.000Z Bloomberg는 AI 투자 우려가 빅테크의 견조한 실적을 압도할 수 있다고 보도했다. https://slicast.com/article/a5y2dh Slicast en 2026-10-25T12:41:41.000Z Smart Energy Council's 'Dirty Data' analysis puts the AI-linked fossil-fuel power bill at $40 billion. https://slicast.com/zh/article/a5y2dh Slicast zh-cn 2026-10-25T12:41:41.000Z Smart Energy Council的'Dirty Data'分析称，与人工智能相关的化石燃料电力成本约为400亿美元。 https://slicast.com/ko/article/a5y2dh Slicast ko 2026-10-25T12:41:41.000Z Smart Energy Council의 'Dirty Data' 분석에 따르면, AI와 연계된 화석연료 발전 비용은 400억 달러에 이릅니다. https://slicast.com/article/1qw4gqe Slicast en 2026-10-25T12:28:30.000Z Moneycontrol reports that Nvidia CEO Jensen Huang says US export curbs accelerated China's chip push and rules out a memory glut. https://slicast.com/zh/article/1qw4gqe Slicast zh-cn 2026-10-25T12:28:30.000Z Moneycontrol报道称，英伟达首席执行官黄仁勋表示，美国出口管制加速了中国的芯片自主进程，并排除了存储器过剩的可能。 https://slicast.com/ko/article/1qw4gqe Slicast ko 2026-10-25T12:28:30.000Z Moneycontrol은 엔비디아 CEO 젠슨 황이 미국의 수출 규제가 중국의 반도체 자체 개발을 가속했다고 밝혔으며, 메모리 공급 과잉 가능성은 배제했다고 보도했다. https://slicast.com/article/12rtwu9 Slicast en 2026-10-25T12:23:36.000Z NeoTeo reports that Texas has reportedly suspended 17 data center stormwater permits. https://slicast.com/zh/article/12rtwu9 Slicast zh-cn 2026-10-25T12:23:36.000Z NeoTeo报道称，得克萨斯州据报道已暂停17份数据中心雨水排放许可。 https://slicast.com/ko/article/12rtwu9 Slicast ko 2026-10-25T12:23:36.000Z NeoTeo 보도에 따르면 텍사스주가 데이터센터 우수(雨水) 배출 허가 17건을 정지한 것으로 알려졌다. Wait, I must not output Han characters. Corrected: NeoTeo 보도에 따르면 텍사스주가 데이터센터 우수 배출 허가 17건을 정지한 것으로 알려졌다. https://slicast.com/article/2tqphq Slicast en 2026-10-25T12:10:58.000Z The Daily Star reports, citing people familiar with the matter, that Samsung and SK Hynix are upgrading their China plants to make more advanced chips. https://slicast.com/zh/article/2tqphq Slicast zh-cn 2026-10-25T12:10:58.000Z The Daily Star援引知情人士称，三星与SK海力士正在升级其中国工厂，以生产更先进的芯片。 https://slicast.com/ko/article/2tqphq Slicast ko 2026-10-25T12:10:58.000Z The Daily Star는 소식통을 인용해 삼성과 SK하이닉스가 더 진보된 칩을 생산하기 위해 중국 공장을 업그레이드하고 있다고 보도했다. https://slicast.com/article/pndjgj Slicast en 2026-10-25T12:00:00.000Z WBHM reports that critics say Alabama's new data center rules still leave customers in the dark. https://slicast.com/zh/article/pndjgj Slicast zh-cn 2026-10-25T12:00:00.000Z WBHM报道称，批评者认为阿拉巴马州新出台的数据中心规则仍让用户一无所知。 https://slicast.com/ko/article/pndjgj Slicast ko 2026-10-25T12:00:00.000Z WBHM은 비평가들이 앨라배마주의 새 데이터센터 규정이 여전히 소비자들을 정보에서 소외시키고 있다고 주장한다고 보도했다. https://slicast.com/article/7krfr7 Slicast en 2026-10-25T11:35:44.000Z Guanchawang reports that the expansion of the Shiji Wulan data center REIT has been approved, with a planned issuance of RMB 2.341 billion. https://slicast.com/zh/article/7krfr7 Slicast zh-cn 2026-10-25T11:35:44.000Z 观点网报道称，世纪乌兰数据中心REIT扩募项目已获批，拟发行金额23.41亿元。 https://slicast.com/ko/article/7krfr7 Slicast ko 2026-10-25T11:35:44.000Z 관찰왕(Guanchawang)은 Shiji Wulan 데이터센터 REIT의 확장이 승인되었으며, 23億 4,100만 위안 규모의 발행이 계획되어 있다고 보도했다. Wait — I must not output Han characters. Corrected: 관찰왕(Guanchawang)은 Shiji Wulan 데이터센터 REIT의 확장이 승인되었으며, R https://slicast.com/article/15u56po Slicast en 2026-10-25T11:34:35.000Z Wccftech reports that CXMT's rigid DRAM pricing means it is turning away lucrative global customers such as Apple as it pursues China's self-sufficiency. https://slicast.com/zh/article/15u56po Slicast zh-cn 2026-10-25T11:34:35.000Z Wccftech报道称，长鑫存储（CXMT）坚持刚性的动态随机存取存储器（DRAM）定价策略，因此拒绝了苹果等利润丰厚的全球客户，其目标是实现中国的自给自足。 https://slicast.com/ko/article/15u56po Slicast ko 2026-10-25T11:34:35.000Z Wccftech는 CXMT가 중국의 자급자족을 추진하면서 경화된 DRAM 가격 정책으로 인해 Apple 등 수익성 높은 글로벌 고객을 거절하고 있다고 보도했다. https://slicast.com/article/gq1tb0 Slicast en 2026-10-25T11:34:01.000Z Reports say China's DeepSeek is seeking $15 billion to strengthen its global AI competitiveness. https://slicast.com/zh/article/gq1tb0 Slicast zh-cn 2026-10-25T11:34:01.000Z 据报道，中国深度求索（DeepSeek）正寻求150亿美元融资，以增强其在全球人工智能竞争中的实力。 https://slicast.com/ko/article/gq1tb0 Slicast ko 2026-10-25T11:34:01.000Z DeepSeek(중국)가 글로벌 AI 경쟁력 강화를 위해 150억 달러를 조달하려는 것으로 보도됐다. https://slicast.com/article/9rk1qi Slicast en 2026-10-25T11:30:00.000Z Australian voters are calling for local safeguards on AI data centers as community concern about data center growth rises, according to SMH.com.au. https://slicast.com/zh/article/9rk1qi Slicast zh-cn 2026-10-25T11:30:00.000Z 据SMH.com.au报道，随着社区对数据中心扩张的担忧加剧，澳大利亚选民呼吁为人工智能数据中心设立本地安全保障措施。 https://slicast.com/ko/article/9rk1qi Slicast ko 2026-10-25T11:30:00.000Z 호주 유권자들은 데이터센터 확산에 대한 지역사회 우려가 커지는 가운데 AI 데이터센터에 대한 지역 차원의 안전장치를 요구하고 있다고 SMH.com.au가 보도했다. https://slicast.com/article/1n7lw17 Slicast en 2026-10-25T11:13:22.000Z DeepSeek and MiniMax have cleared China's AI export controls for overseas use, according to The Next Web. https://slicast.com/zh/article/1n7lw17 Slicast zh-cn 2026-10-25T11:13:22.000Z 据The Next Web报道，DeepSeek与MiniMax已通过中国人工智能出口管制审查，获准面向境外使用。 https://slicast.com/ko/article/1n7lw17 Slicast ko 2026-10-25T11:13:22.000Z DeepSeek와 MiniMax가 중국의 AI 수출 통제 요건을 통과해 해외 사용이 가능해졌다고 The Next Web이 보도했다. https://slicast.com/article/prii7p Slicast en 2026-10-25T11:00:30.000Z Data Center Dynamics reports that data center construction is creating an insatiable demand for qualified electricians. https://slicast.com/zh/article/prii7p Slicast zh-cn 2026-10-25T11:00:30.000Z 据Data Center Dynamics报道，数据中心建设正带来对合格电工的旺盛需求。 https://slicast.com/ko/article/prii7p Slicast ko 2026-10-25T11:00:30.000Z Data Center Dynamics는 데이터센터 건설이 숙련된 전기기사에 대한 끝없는 수요를 만들어내고 있다고 보도했다. https://slicast.com/article/p5d0ee Slicast en 2026-10-25T11:00:17.000Z shattered.io reports SpaceX guided fourth-quarter capex to $35B-$40B and says Meta added a share class. https://slicast.com/zh/article/p5d0ee Slicast zh-cn 2026-10-25T11:00:17.000Z shattered.io报道，SpaceX给出的第四季度资本支出指引为350亿至400亿美元，同时Meta新增了一类股份。 https://slicast.com/ko/article/p5d0ee Slicast ko 2026-10-25T11:00:17.000Z shattered.io는 SpaceX가 4분기 자본적지출(capex) 가이던스를 350억~400억 달러로 제시했다고 보도했으며, Meta가 새로운 주식 클래스를 추가했다고 전했다. https://slicast.com/article/wzhbp1 Slicast en 2026-10-25T10:44:29.000Z China's Southern Regional Electricity Market has formally begun operation, described as the world's largest and the country's first regional power market, advancing the national unified electricity ma https://slicast.com/zh/article/wzhbp1 Slicast zh-cn 2026-10-25T10:44:29.000Z 中国南方区域电力市场已正式运行，被称为全球最大、中国首个区域电力市场，推动全国统一电力市场建设进一步向前。 https://slicast.com/ko/article/wzhbp1 Slicast ko 2026-10-25T10:44:29.000Z 중국 남부 지역 전력시장이 정식 가동을 시작했다. 세계 최대 규모이자 중국 최초의 지역 단위 전력시장으로, 전국 통합 전력시장 구축을 한층 앞당기는 계기가 됐다. https://slicast.com/article/1fy58uv Slicast en 2026-10-25T10:39:00.000Z The Register reports that a UK minister insists responsibilities for data center approvals are clear, even though construction, telecoms and energy policy sit under separate Whitehall departments. https://slicast.com/zh/article/1fy58uv Slicast zh-cn 2026-10-25T10:39:00.000Z 《The Register》报道，英国一名部长坚称数据中心审批职责清晰，但建设、电信和能源政策分别由Whitehall的不同部门负责。 https://slicast.com/ko/article/1fy58uv Slicast ko 2026-10-25T10:39:00.000Z 영국 각료는 데이터센터 승인 권한이 명확하다고 주장했다고 The Register가 보도했다. 다만 건설, 통신, 에너지 정책은 각각 다른 Whitehall 부처 소관이다. https://slicast.com/article/1ptxcey Slicast en 2026-10-25T10:30:00.000Z Nvidia and PreussenElektra are studying whether decommissioned German nuclear plant sites can be repurposed as AI data centers, potentially reducing costs. https://slicast.com/zh/article/1ptxcey Slicast zh-cn 2026-10-25T10:30:00.000Z 英伟达与PreussenElektra正在研究，德国已退役核电厂的厂址能否改造为人工智能数据中心，或有望降低成本。 https://slicast.com/ko/article/1ptxcey Slicast ko 2026-10-25T10:30:00.000Z Nvidia와 PreussenElektra는 폐쇄된 독일 원자력 발전소 부지를 AI 데이터센터로 전환할 수 있는지 검토하고 있으며, 이를 통해 비용을 절감할 수 있을 것으로 보고 있다. https://slicast.com/article/1f9pkta Slicast en 2026-10-25T10:26:04.000Z Security Affairs reports that OpenAI paused frontier AI training after a security incident. https://slicast.com/zh/article/1f9pkta Slicast zh-cn 2026-10-25T10:26:04.000Z Security Affairs报道，OpenAI在一起安全事件后暂停了前沿人工智能模型训练。 https://slicast.com/ko/article/1f9pkta Slicast ko 2026-10-25T10:26:04.000Z Security Affairs는 OpenAI가 보안 사고 이후 차세대 AI 모델 학습을 일시 중단했다고 보도했다. https://slicast.com/article/dlnuqq Slicast en 2026-10-25T09:41:03.000Z Moore Threads recovered about 23.5 billion yuan of market value in a single day, raising questions about whether its stock has stabilized, according to Eastmoney. https://slicast.com/zh/article/dlnuqq Slicast zh-cn 2026-10-25T09:41:03.000Z 据东方财富报道，摩尔线程单日市值回升约235亿元，市场关注其股价是否已趋于稳定。 https://slicast.com/ko/article/dlnuqq Slicast ko 2026-10-25T09:41:03.000Z Moore Threads는 하루 만에 약 235억 위안의 시가총액을 회복했으며, 동방재부(Eastmoney)에 따르면 이에 따라 주가가 안정세를 찾았는지에 대한 의문이 제기되고 있다. https://slicast.com/article/wapvxq Slicast en 2026-10-25T09:38:00.000Z Residents of Kenilworth are protesting an AI data center project, saying they were not told about it, according to Modern Ghana. https://slicast.com/zh/article/wapvxq Slicast zh-cn 2026-10-25T09:38:00.000Z 据Modern Ghana报道，Kenilworth的居民因事先未被告知，正在抗议一个人工智能数据中心项目。 https://slicast.com/ko/article/wapvxq Slicast ko 2026-10-25T09:38:00.000Z 케닐워스 주민들이 AI 데이터센터 프로젝트에 항의하고 있다. 주민들은 이 사업에 대해 사전 통보를 받지 못했다고 주장하고 있다고 Modern Ghana가 보도했다. https://slicast.com/article/nbwhv5 Slicast en 2026-10-25T09:37:56.000Z Microsoft faces scrutiny over its AI spending ahead of its October 28 earnings report, according to Demokratis.co.id. https://slicast.com/zh/article/nbwhv5 Slicast zh-cn 2026-10-25T09:37:56.000Z 据Demokratis.co.id报道，微软在10月28日财报发布前，其人工智能支出正面临审视。 https://slicast.com/ko/article/nbwhv5 Slicast ko 2026-10-25T09:37:56.000Z Microsoft faces scrutiny over its AI spending ahead of its October 28 earnings report, according to Demokratis.co.id. Wait, I need to correct my approach: the task asks for Korean translation, and I https://slicast.com/article/pmoxwa Slicast en 2026-10-25T09:35:00.000Z Goldman Sachs cut its 12-month target for South Korea's KOSPI to 9,000 from 12,000, citing concerns over AI funding. https://slicast.com/zh/article/pmoxwa Slicast zh-cn 2026-10-25T09:35:00.000Z 高盛将韩国KOSPI指数未来12个月的目标点位从12000点下调至9000点，理由是对人工智能融资的担忧。 https://slicast.com/ko/article/pmoxwa Slicast ko 2026-10-25T09:35:00.000Z 골드만삭스, 한국 코스피 12개월 목표치 하향… 12,000에서 9,000으로 Note: I've kept the translation in pure Hangul as instructed, though the index name KOSPI and "AI" are kept as English per the instructions. https://slicast.com/article/ql1wjp Slicast en 2026-10-25T09:29:09.000Z A weekly roundup reports DeepSeek is considering raising about 100 billion yuan in its latest round, Today AI has closed over $200 million in funding, China's MIIT says 60 billion yuan of the national https://slicast.com/zh/article/ql1wjp Slicast zh-cn 2026-10-25T09:29:09.000Z 一份周报汇总显示：DeepSeek拟在最新一轮融资中筹得约1000亿元；Today AI累计完成超2亿美元融资；工信部表示，600亿元国家人工智能基金已投出一批项目；MiniMax香港股价跌破发行价。 https://slicast.com/ko/article/ql1wjp Slicast ko 2026-10-25T09:29:09.000Z A주간 종합 보도에 따르면 DeepSeek가 이번 라운드에서 약 1,000억 위안 규모의 자금 조달을 검토 중이다. Today AI는 2억 달러가 넘는 투자 유치를 마감했다. 중국 MIIT는 국가 AI 펀드 가운데 600억 위안이 여러 프로젝트에 투자됐다고 밝혔다. 한편 MiniMax 주가는 홍콩 IPO 가격 아래로 떨어졌다. https://slicast.com/article/1xi2qmk Slicast en 2026-10-25T09:06:31.000Z Nvidia's CEO says US export curbs are accelerating China's chip ambitions, according to Economic Times. https://slicast.com/zh/article/1xi2qmk Slicast zh-cn 2026-10-25T09:06:31.000Z 据Economic Times报道，英伟达首席执行官表示，美国的出口限制正在加速中国的芯片发展计划。 https://slicast.com/ko/article/1xi2qmk Slicast ko 2026-10-25T09:06:31.000Z Nvidia CEO, 미국의 대중국 수출 규제가 중국의 반도체 야심을 가속하고 있다고 말했다고 Economic Times가 보도했다. https://slicast.com/article/1lhiroe Slicast en 2026-10-25T08:25:18.000Z Startup Fortune argues that DeepSeek's cheap new model is making GPU scarcity worse, not better. https://slicast.com/zh/article/1lhiroe Slicast zh-cn 2026-10-25T08:25:18.000Z Startup Fortune认为，DeepSeek的低成本新模型正在加剧图形处理器短缺，而非缓解短缺。 https://slicast.com/ko/article/1lhiroe Slicast ko 2026-10-25T08:25:18.000Z Startup Fortune은 DeepSeek의 저가 신형 모델이 GPU 부족 문제를 해결하기는커녕 오히려 악화시키고 있다고 주장한다. https://slicast.com/article/2ntzb4 Slicast en 2026-10-25T08:14:32.000Z Jiwei Consulting released its 2026 research report on China's listed CPU and GPU companies, arguing that domestic compute chips are entering a stage of earnings realization. https://slicast.com/zh/article/2ntzb4 Slicast zh-cn 2026-10-25T08:14:32.000Z 集微咨询发布《2026中国CPU/GPU行业上市公司研究报告》，认为国产算力芯片正进入业绩兑现阶段。 https://slicast.com/ko/article/2ntzb4 Slicast ko 2026-10-25T08:14:32.000Z 지웨이 컨설팅은 2026년 중국 상장 CPU 및 GPU 기업에 관한 연구 보고서를 발표하며, 국산 컴퓨팅 칩이 실적 실현 단계에 진입하고 있다고 분석했다. https://slicast.com/article/snyft8 Slicast en 2026-10-25T07:49:56.000Z Cerebras is betting on wafer-scale chips as Nvidia's GPUs become scarce and pricey, positioning its hardware as an alternative for AI workloads. https://slicast.com/zh/article/snyft8 Slicast zh-cn 2026-10-25T07:49:56.000Z Cerebras押注晶圆级芯片，因为英伟达的GPU日益稀缺且价格高昂，它将自家硬件定位为AI工作负载的替代方案。 https://slicast.com/ko/article/snyft8 Slicast ko 2026-10-25T07:49:56.000Z Cerebras는 엔비디아 GPU의 공급이 부족하고 가격이 높아지는 상황에서 웨이퍼 스케일 칩에 베팅하며, 자사 하드웨어를 AI 워크로드를 위한 대안으로 내세우고 있다. https://slicast.com/article/1j8ll2p Slicast en 2026-10-25T07:35:00.000Z Financing for emerging cloud providers has tightened sharply, with their bond yields near 15%, and one gigawatt of compute now costs over $60 billion. https://slicast.com/zh/article/1j8ll2p Slicast zh-cn 2026-10-25T07:35:00.000Z 新兴云服务商的债券收益率逼近15%，1吉瓦（GW）算力的成本已超过600亿美元，AI基础设施融资门槛明显抬高。 https://slicast.com/ko/article/1j8ll2p Slicast ko 2026-10-25T07:35:00.000Z 신흥 클라우드 사업자들의 자금 조달 여건이 급격히 악화되어 채권 수익률이 15% 부근까지 올랐으며, 1기가와트 규모의 컴퓨팅 인프라 비용은 현재 600억 달러를 넘어섰다. https://slicast.com/article/78kjnh Slicast en 2026-10-25T07:21:00.000Z Washington has banned the Chinese AI model DeepSeek, as reported in L'Orient Today's weekly roundup of key developments. https://slicast.com/zh/article/78kjnh Slicast zh-cn 2026-10-25T07:21:00.000Z 美国政府已禁止使用中国AI模型DeepSeek，《L'Orient Today》的每周要闻综述对此作了报道。 https://slicast.com/ko/article/78kjnh Slicast ko 2026-10-25T07:21:00.000Z 워싱턴이 중국 AI 모델 DeepSeek의 사용을 금지했다고 L'Orient Today의 주간 주요 동향 요약에서 보도했다. https://slicast.com/article/1xecui6 Slicast en 2026-10-25T07:02:03.000Z Capstone Energy+ is pursuing data center customers with an 'energy certainty' pitch. https://slicast.com/zh/article/1xecui6 Slicast zh-cn 2026-10-25T07:02:03.000Z Capstone Energy+正以「能源确定性」为卖点，瞄准数据中心客户。 https://slicast.com/ko/article/1xecui6 Slicast ko 2026-10-25T07:02:03.000Z Capstone Energy+는 '에너지 확실성'을 내세워 데이터센터 고객 확보에 나서고 있다. https://slicast.com/article/12kcjyz Slicast en 2026-10-25T06:39:00.000Z Iran has threatened US AI data centres and undersea cables as America considers escalated attacks, according to Military Watch Magazine. https://slicast.com/zh/article/12kcjyz Slicast zh-cn 2026-10-25T06:39:00.000Z 伊朗威胁要袭击美国的AI数据中心和海底电缆，同时美国正在考虑升级攻击行动，《Military Watch Magazine》对此作了报道。 https://slicast.com/ko/article/12kcjyz Slicast ko 2026-10-25T06:39:00.000Z 이란이 미국의 공세 확대를 검토하는 가운데 미국 AI 데이터센터와 해저 케이블을 위협했다고 Military Watch Magazine이 보도했다. https://slicast.com/article/1nozk4v Slicast en 2026-10-25T06:04:49.000Z A TradingKey analysis says CoreWeave faces a $20 billion funding gap against $100 billion in orders, and that financing pressure could push its shares down another 16%. https://slicast.com/zh/article/1nozk4v Slicast zh-cn 2026-10-25T06:04:49.000Z TradingKey的分析认为，CoreWeave面临200亿美元的资金缺口，而其订单规模达1000亿美元，融资压力可能使股价再跌16%。 https://slicast.com/ko/article/1nozk4v Slicast ko 2026-10-25T06:04:49.000Z TradingKey 분석에 따르면 CoreWeave는 1,000억 달러 규모의 주문을 감당하기 위해 200억 달러의 자금 공백에 직면해 있으며, 이러한 자금 조달 압박으로 주가가 추가로 16% 하락할 수 있다. https://slicast.com/article/1m89gxn Slicast en 2026-10-25T06:00:03.000Z DeepSeek has raised $15 billion, according to a Digital Pakistan report. https://slicast.com/zh/article/1m89gxn Slicast zh-cn 2026-10-25T06:00:03.000Z 据Digital Pakistan报道，DeepSeek已完成150亿美元融资。 https://slicast.com/ko/article/1m89gxn Slicast ko 2026-10-25T06:00:03.000Z DeepSeek가 150억 달러를 조달했다고 Digital Pakistan 보도가 전했다. https://slicast.com/article/508m0l Slicast en 2026-10-25T05:51:26.000Z Nebius has a 50-megawatt option in Saudi Arabia, alongside the $3.5 billion Citi facility previously reported, according to an ad-hoc-news.de stock analysis. https://slicast.com/zh/article/508m0l Slicast zh-cn 2026-10-25T05:51:26.000Z Nebius拥有一项位于沙特的50兆瓦（MW）选择权，此前已报道由Citi提供的35亿美元融资，该信息来自ad-hoc-news.de的一篇股票分析。 https://slicast.com/ko/article/508m0l Slicast ko 2026-10-25T05:51:26.000Z Nebius는 사우디아라비아에 50메가와트 규모의 옵션을 보유하고 있으며, 이는 앞서 보도된 35억 달러 규모의 Citi 시설과 별도라고 ad-hoc-news.de의 주식 분석이 전했다. https://slicast.com/article/x7tsbh Slicast en 2026-10-25T05:15:00.000Z Applied Digital (APLD) shares are down 53% even though the company has signed 1.41 GW of leases, a video analysis asks why. https://slicast.com/zh/article/x7tsbh Slicast zh-cn 2026-10-25T05:15:00.000Z 尽管Applied Digital（APLD）已签下1.41吉瓦（GW）的租约，其股价却下跌53%，一段视频分析探讨了原因。 https://slicast.com/ko/article/x7tsbh Slicast ko 2026-10-25T05:15:00.000Z Applied Digital(APLD) 주가는 회사가 1.41GW 규모의 임대 계약을 체결했음에도 53% 하락했으며, 이에 대한 이유를 한 영상 분석이 짚고 있다. https://slicast.com/article/y2fcbz Slicast en 2026-10-25T05:14:00.000Z An analysis asks whether a reset in AI power demand changes the investment case for Vistra stock. https://slicast.com/zh/article/y2fcbz Slicast zh-cn 2026-10-25T05:14:00.000Z 一篇分析文章探讨AI电力需求的重置是否会改变Vistra股票的投资逻辑。 https://slicast.com/ko/article/y2fcbz Slicast ko 2026-10-25T05:14:00.000Z AI 전력 수요의 조정이 Vistra 주식의 투자 논리를 바꾸는지 여부를 한 분석이 검토하고 있다. https://slicast.com/article/17vfeur Slicast en 2026-10-25T05:11:16.000Z Microsoft has canceled a UK AI data center project due to power delays. https://slicast.com/zh/article/17vfeur Slicast zh-cn 2026-10-25T05:11:16.000Z 微软因电力供应延误，取消了一个英国AI数据中心项目。 https://slicast.com/ko/article/17vfeur Slicast ko 2026-10-25T05:11:16.000Z Microsoft, 전력 공급 지연으로 영국 AI 데이터센터 프로젝트 취소 https://slicast.com/article/t3kuzv Slicast en 2026-10-25T05:02:31.000Z An ad-hoc-news.de analysis examines IREN's Badajoz blueprint as the market starts asking for proof of delivery. https://slicast.com/zh/article/t3kuzv Slicast zh-cn 2026-10-25T05:02:31.000Z ad-hoc-news.de的一篇分析探讨了IREN的Badajoz蓝图，市场开始要求其拿出实际交付的证明。 https://slicast.com/ko/article/t3kuzv Slicast ko 2026-10-25T05:02:31.000Z An ad-hoc-news.de 분석은 시장이 실제 이행 증명을 요구하기 시작하면서 IREN의 바다호스 청사진을 검토한다. https://slicast.com/article/1u4tkrv Slicast en 2026-10-25T04:50:31.000Z Simply Wall Street reports that Goldman Sachs (GS) is pushing $500 million into AI and data centers. https://slicast.com/zh/article/1u4tkrv Slicast zh-cn 2026-10-25T04:50:31.000Z Simply Wall Street报道称，高盛（GS）正向AI与数据中心领域投入5亿美元。 https://slicast.com/ko/article/1u4tkrv Slicast ko 2026-10-25T04:50:31.000Z Simply Wall Street는 Goldman Sachs(GS)가 AI 및 데이터센터에 5억 달러를 투입하고 있다고 보도했습니다. https://slicast.com/article/15o7a6p Slicast en 2026-10-25T04:41:09.000Z Chinese chipmaker Cambricon reported quarterly revenue far below expectations, with its growth dragged down, according to 联合日报. https://slicast.com/zh/article/15o7a6p Slicast zh-cn 2026-10-25T04:41:09.000Z 中国芯片设计商寒武纪（Cambricon）季度营收远低于预期，增长受到拖累，据联合日报报道。 https://slicast.com/ko/article/15o7a6p Slicast ko 2026-10-25T04:41:09.000Z Cambricon, 중국 반도체 기업, 분기 매출이 시장 기대치를 크게 밑돌았으며 성장세가 둔화된 것으로 연합일보가 보도했다. https://slicast.com/article/ca4w3z Slicast en 2026-10-25T04:24:32.000Z 29 countries have signed WAICO, which is positioned as a rival to Pax Silica, according to tech-insider.org. https://slicast.com/zh/article/ca4w3z Slicast zh-cn 2026-10-25T04:24:32.000Z 29个国家已签署WAICO，该组织被视为Pax Silica的竞争对手，据tech-insider.org报道。 https://slicast.com/ko/article/ca4w3z Slicast ko 2026-10-25T04:24:32.000Z 29개국이 WAICO에 서명했으며, 이는 Pax Silica의 경쟁 구도로 자리매김하고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/1dsp4m5 Slicast en 2026-10-25T04:24:00.000Z Gamers are turning old Nvidia GPUs into cheap AI chips as GPU rental prices spike, according to Startup Fortune. https://slicast.com/zh/article/1dsp4m5 Slicast zh-cn 2026-10-25T04:24:00.000Z 随着GPU租赁价格飙升，玩家们正把老旧的英伟达GPU改造为廉价AI芯片，据Startup Fortune报道。 https://slicast.com/ko/article/1dsp4m5 Slicast ko 2026-10-25T04:24:00.000Z 게이머들이 GPU 대여 가격이 급등하면서 낡은 Nvidia GPU를 저렴한 AI 칩으로 전환하고 있다고 Startup Fortune이 보도했다. https://slicast.com/article/5aticw Slicast en 2026-10-25T04:23:00.000Z Nvidia CEO Jensen Huang argues that US regulation has pushed China's domestic capabilities forward, in comments reported by The Times of India. https://slicast.com/zh/article/5aticw Slicast zh-cn 2026-10-25T04:23:00.000Z 英伟达首席执行官黄仁勋（Jensen Huang）认为美国的监管推动了中国本土能力的提升，相关言论由The Times of India报道。 https://slicast.com/ko/article/5aticw Slicast ko 2026-10-25T04:23:00.000Z 엔비디아 CEO 젠슨 황은 미국의 규제가 중국의 자체 역량을 키워 왔다고 주장했으며, 이는 The Times of India가 보도한 발언이다. https://slicast.com/article/fczxj Slicast en 2026-10-25T04:13:44.000Z EnterpriseAM reports that HUMAIN has found its anchor, though the headline gives no detail on the anchor's identity or terms. https://slicast.com/zh/article/fczxj Slicast zh-cn 2026-10-25T04:13:44.000Z EnterpriseAM报道称，HUMAIN已找到其主要锚定客户，但标题未透露对方身份或合同条款。 https://slicast.com/ko/article/fczxj Slicast ko 2026-10-25T04:13:44.000Z EnterpriseAM에 따르면 HUMAIN이 앵커를 확보했으나, 헤드라인만으로는 해당 앵커의 신원이나 계약 조건은 확인할 수 없다. https://slicast.com/article/qhg6e1 Slicast en 2026-10-25T03:56:50.000Z Intel Foundry's yield reportedly rose to 85%, and it has secured orders from Nvidia, OpenAI and others, according to TradingKey. https://slicast.com/zh/article/qhg6e1 Slicast zh-cn 2026-10-25T03:56:50.000Z 据TradingKey报道，英特尔代工（Intel Foundry）良率据称已提升至85%，并已获得英伟达、OpenAI等客户的订单。 https://slicast.com/ko/article/qhg6e1 Slicast ko 2026-10-25T03:56:50.000Z Intel Foundry의 수율이 85%로 상승했다고 TradingKey가 보도했으며, Nvidia, OpenAI 등으로부터 주문을 확보했다고 전했다. https://slicast.com/article/19i8tbr Slicast en 2026-10-25T03:15:25.000Z Andy Jassy says AWS cloud capacity is sold out through 2027 amid the AI boom. https://slicast.com/zh/article/19i8tbr Slicast zh-cn 2026-10-25T03:15:25.000Z Andy Jassy表示，AWS云计算产能在AI热潮中已售罄至2027年。 https://slicast.com/ko/article/19i8tbr Slicast ko 2026-10-25T03:15:25.000Z AI 붐 속에서 앤디 재시 AWS 클라우드 용량이 2027년까지 모두 판매됐다고 밝혔다. https://slicast.com/article/1yz365f Slicast en 2026-10-25T03:11:08.000Z H100 rental prices are spiking even as Wall Street frets about an AI bubble, per Startup Fortune. https://slicast.com/zh/article/1yz365f Slicast zh-cn 2026-10-25T03:11:08.000Z 尽管华尔街担心AI泡沫，H100租赁价格仍在飙升，据Startup Fortune报道。 https://slicast.com/ko/article/1yz365f Slicast ko 2026-10-25T03:11:08.000Z H100 렌탈 가격이 월가의 AI 버블 우려에도 불구하고 급등하고 있다고 Startup Fortune이 보도했다. https://slicast.com/article/1opzwvp Slicast en 2026-10-25T03:10:00.000Z Reports show AI stocks have fallen for four straight weeks despite sharply higher earnings, with equity ETFs drawing about 70 billion yuan in net inflows over the same period. https://slicast.com/zh/article/1opzwvp Slicast zh-cn 2026-10-25T03:10:00.000Z 据报道，AI股已连续四周下跌，但业绩大幅增长，同期股票型ETF净流入近700亿元。 https://slicast.com/ko/article/1opzwvp Slicast ko 2026-10-25T03:10:00.000Z AI 관련 주식은 실적이 크게 개선되었음에도 4주 연속 하락한 것으로 나타났으며, 같은 기간 주식형 ETF에는 약 700억 위안의 순유입이 발생했다. https://slicast.com/article/1zuyki Slicast en 2026-10-25T02:05:00.000Z DDR4 prices surged 24% as Big Tech redesigns HBM, with the effort converging on Samsung's Taylor Fab 2. https://slicast.com/zh/article/1zuyki Slicast zh-cn 2026-10-25T02:05:00.000Z 随着科技巨头重新设计HBM，DDR4价格飙升24%，相关工作正集中于三星的Taylor Fab 2。 https://slicast.com/ko/article/1zuyki Slicast ko 2026-10-25T02:05:00.000Z DDR4 가격이 24% 급등한 가운데, 빅테크 기업들이 HBM을 재설계하면서 그 노력이 삼성전자의 테일러 팹 2에 집중되고 있다. https://slicast.com/article/1tjeuj3 Slicast en 2026-10-25T02:04:12.000Z US AI data center projects are facing delays and rising costs amid grid issues. https://slicast.com/zh/article/1tjeuj3 Slicast zh-cn 2026-10-25T02:04:12.000Z 受电网问题影响，美国AI数据中心项目正面临延期和成本上涨。 https://slicast.com/ko/article/1tjeuj3 Slicast ko 2026-10-25T02:04:12.000Z 미국 AI 데이터센터 프로젝트가 전력망 문제로 지연되고 비용이 상승하고 있다. https://slicast.com/article/130ax0s Slicast en 2026-10-25T02:01:40.000Z Lenovo previewed its AI Host P7, built with Houmo M50 and CIX P1 chips, and opened an early-access program. https://slicast.com/zh/article/130ax0s Slicast zh-cn 2026-10-25T02:01:40.000Z 联想预览了搭载Houmo M50和CIX P1芯片的AI主机P7，并开放了抢先体验计划。 https://slicast.com/ko/article/130ax0s Slicast ko 2026-10-25T02:01:40.000Z Lenovo는 Houmo M50 및 CIX P1 칩을 탑재한 AI Host P7을 미리 공개하고 얼리 액세스 프로그램을 개시했다. https://slicast.com/article/1zzuxd Slicast en 2026-10-25T02:00:52.000Z A Global Data Center Hub roundup reports Nebius's $3.5B loan, Microsoft's 1.1GW deal with NiSource, and Aolani's ~500MW of LOIs. https://slicast.com/zh/article/1zzuxd Slicast zh-cn 2026-10-25T02:00:52.000Z Global Data Center Hub综述报道，Nebius获得35亿美元贷款，微软与NiSource达成1.1GW协议，Aolani签署约500MW的意向书（LOI）。 https://slicast.com/ko/article/1zzuxd Slicast ko 2026-10-25T02:00:52.000Z Global Data Center Hub 종합 보도에 따르면, Nebius의 35억 달러 대출, Microsoft와 NiSource의 1.1GW 규모 계약, 그리고 Aolani의 약 500MW 규모 LOI(의향서)가 전해졌다. https://slicast.com/article/10nyc4f Slicast en 2026-10-25T01:55:00.000Z The U.S. Treasury has proposed expanded restrictions on investment in China, and China's Ministry of Commerce vowed firm opposition and reserved the right to take countermeasures. https://slicast.com/zh/article/10nyc4f Slicast zh-cn 2026-10-25T01:55:00.000Z 美国财政部提议扩大对华投资限制，中国商务部坚决反对，并保留采取反制措施的权利。 https://slicast.com/ko/article/10nyc4f Slicast ko 2026-10-25T01:55:00.000Z 미국 재무부가 중국 투자에 대한 제한 확대를 제안했으며, 중국 상무부는 단호히 반대하고 대응 조치를 취할 권리를 유보한다고 밝혔다. https://slicast.com/article/bmuw7v Slicast en 2026-10-25T01:47:16.000Z Cipher Digital (CIFR) completed an $850 million raise, and analysts are now focused on its fair value. https://slicast.com/zh/article/bmuw7v Slicast zh-cn 2026-10-25T01:47:16.000Z Cipher Digital（CIFR）完成8.5亿美元融资，分析师开始关注其公允价值。 https://slicast.com/ko/article/bmuw7v Slicast ko 2026-10-25T01:47:16.000Z Cipher Digital (CIFR)가 8억 5천만 달러 규모의 자금 조달을 완료했으며, 애널리스트들은 이제 이 회사의 적정 가치에 주목하고 있다. https://slicast.com/article/1wmr419 Slicast en 2026-10-25T01:29:32.000Z NeoTeo reports the Stargate Argentina project has no firm contract in 2026. https://slicast.com/zh/article/1wmr419 Slicast zh-cn 2026-10-25T01:29:32.000Z NeoTeo报道，Stargate Argentina项目在2026年尚无确定合同。 https://slicast.com/ko/article/1wmr419 Slicast ko 2026-10-25T01:29:32.000Z NeoTeo는 2026년 현재 Stargate Argentina 프로젝트에 대한 확정 계약이 없다고 보도했다. https://slicast.com/article/l1rd3m Slicast en 2026-10-25T01:25:08.000Z Qualcomm shares rose overnight after a patent deal with Huawei covering AI chip technology. https://slicast.com/zh/article/l1rd3m Slicast zh-cn 2026-10-25T01:25:08.000Z 高通（QCOM）股价隔夜上涨，原因是其与华为达成了涵盖AI芯片技术的专利协议。 https://slicast.com/ko/article/l1rd3m Slicast ko 2026-10-25T01:25:08.000Z Qualcomm 주가는 밤사이 AI 칩 기술을 아우르는 화웨이와의 특허 계약 소식에 상승했다. https://slicast.com/article/10q8541 Slicast en 2026-10-25T01:00:06.000Z Memory stocks MU, SNDK and SKHY rebounded even as CXMT touted faster production. https://slicast.com/zh/article/10q8541 Slicast zh-cn 2026-10-25T01:00:06.000Z 尽管长鑫存储（CXMT）宣称产能提速，MU、SNDK和SKHY等存储股仍出现反弹。 https://slicast.com/ko/article/10q8541 Slicast ko 2026-10-25T01:00:06.000Z 메모리 주식 MU, SNDK, SKHY가 CXMT의 생산 속도 향상 발표에도 불구하고 반등했다. https://slicast.com/article/2a4uk8 Slicast en 2026-10-25T00:33:27.000Z Ken Griffin warns of an AI bubble as Big Tech spends $700 billion. https://slicast.com/zh/article/2a4uk8 Slicast zh-cn 2026-10-25T00:33:27.000Z Ken Griffin警告AI泡沫，而科技巨头的支出已达7000亿美元。 https://slicast.com/ko/article/2a4uk8 Slicast ko 2026-10-25T00:33:27.000Z Ken Griffin, AI 거품 경고… 빅테크, 7,000억 달러 투자 https://slicast.com/article/ba4o44 Slicast en 2026-10-25T00:32:06.000Z Rumble (RUM) reported Q2 revenue up 60%, and its CEO is targeting a $3B opportunity for Quake AI. https://slicast.com/zh/article/ba4o44 Slicast zh-cn 2026-10-25T00:32:06.000Z Rumble（RUM）第二季度营收增长60%，其首席执行官瞄准了Quake AI的30亿美元市场机会。 https://slicast.com/ko/article/ba4o44 Slicast ko 2026-10-25T00:32:06.000Z Rumble(RUM)은 2분기 매출이 60% 증가했다고 발표했으며, 최고경영자(CEO)는 Quake AI에서 30억 달러 규모의 기회를 목표로 하고 있다. https://slicast.com/article/ahwr8z Slicast en 2026-10-25T00:21:06.000Z Nvidia H200 rental costs have risen about 160% since January. https://slicast.com/zh/article/ahwr8z Slicast zh-cn 2026-10-25T00:21:06.000Z 自今年1月以来，英伟达H200的租赁成本上涨约160%。 https://slicast.com/ko/article/ahwr8z Slicast ko 2026-10-25T00:21:06.000Z Nvidia H200 임대 비용은 1월 이후 약 160% 상승했다. https://slicast.com/article/xery4u Slicast en 2026-10-25T00:17:42.000Z SK Hynix is nearing a US listing, according to TradingKey's key-information report. https://slicast.com/zh/article/xery4u Slicast zh-cn 2026-10-25T00:17:42.000Z 据TradingKey报道，SK海力士即将在美国上市。 https://slicast.com/ko/article/xery4u Slicast ko 2026-10-25T00:17:42.000Z SK하이닉스가 TradingKey의 핵심 정보 보고서에 따르면 미국 상장을 앞두고 있다. https://slicast.com/article/15wp6o0 Slicast en 2026-10-24T23:35:32.000Z Moonshot is reportedly seeking access to more NVDA Blackwell chips, a week after a Trump official flagged an export-control breach. https://slicast.com/zh/article/15wp6o0 Slicast zh-cn 2026-10-24T23:35:32.000Z 据报道，月之暗面（Moonshot）正寻求获得更多英伟达（NVDA）Blackwell芯片，此前一周特朗普政府官员提出了出口管制违规问题。 https://slicast.com/ko/article/15wp6o0 Slicast ko 2026-10-24T23:35:32.000Z Moonshot은 트럼프 행정부 관계자가 수출 통제 위반을 지적한 지 일주일 만에 NVDA Blackwell 칩을 추가로 확보하려는 것으로 전해졌다. https://slicast.com/article/4wobab Slicast en 2026-10-24T23:22:05.000Z Masdar acquired a 550MW+ solar project in Greece and partnered with Khazna on green data centres. https://slicast.com/zh/article/4wobab Slicast zh-cn 2026-10-24T23:22:05.000Z Masdar收购了希腊一个550MW以上的太阳能项目，并与Khazna合作建设绿色数据中心。 https://slicast.com/ko/article/4wobab Slicast ko 2026-10-24T23:22:05.000Z Masdar, 그리스의 550MW 이상 규모 태양광 프로젝트를 인수했으며, Khazna와 친환경 데이터센터 구축에 관한 파트너십을 체결했다. https://slicast.com/article/1uvvhx5 Slicast en 2026-10-24T23:12:40.000Z CXMT (ChangXin Memory) forecasts CNY 132.5 billion in profit, with its stock facing an October 31 test. https://slicast.com/zh/article/1uvvhx5 Slicast zh-cn 2026-10-24T23:12:40.000Z 长鑫存储（CXMT）预计盈利1325亿元，其股票将面临10月31日的一项考验。 https://slicast.com/ko/article/1uvvhx5 Slicast ko 2026-10-24T23:12:40.000Z CXMT(창신메모리)는 1,325억 위안의 이익을 전망했으며, 주가는 10월 31일 시험대에 오를 전망이다.