https://slicast.com/article/784l75 Slicast en 2026-10-10T21:12:00.000Z Nuclear startup in Texas applies for connection to the power grid https://slicast.com/zh/article/784l75 Slicast zh-cn 2026-10-10T21:12:00.000Z 德州核创企 Blue Energy 率先向电网提交 SMR 并网申请,计划部署 5 座小型模块化反应堆 https://slicast.com/ko/article/784l75 Slicast ko 2026-10-10T21:12:00.000Z 텍사스의 원자력 스타트업, 전력망 연결 신청 https://slicast.com/article/1uhevub Slicast en 2026-10-10T21:11:00.000Z Google taking the data center race off-planet https://slicast.com/zh/article/1uhevub Slicast zh-cn 2026-10-10T21:11:00.000Z Google Project Suncatcher:4 枚定制 TPU 搭乘 SpaceX 于 10 月 1 日进入低轨道,开启太空算力试验 https://slicast.com/ko/article/1uhevub Slicast ko 2026-10-10T21:11:00.000Z Google, 데이터센터 경쟁을 지구 밖으로 확장 https://slicast.com/article/2wuzxl Slicast en 2026-10-10T21:10:00.000Z Bitfarms to Exit Bitcoin Mining and Transition to AI Infrastructure by 2027 https://slicast.com/zh/article/2wuzxl Slicast zh-cn 2026-10-10T21:10:00.000Z Bitfarms 宣布 2027 年全面退出比特币挖矿,以 1.28 亿美元将华盛顿矿场改造为 AI/HPC 中心 https://slicast.com/ko/article/2wuzxl Slicast ko 2026-10-10T21:10:00.000Z Bitfarms, 2027년까지 비트코인 채굴 사업 철수 및 AI 인프라로 전환 https://slicast.com/article/1fgf5nj Slicast en 2026-10-10T21:08:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises Projection https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-10T21:08:00.000Z 五大超大规模厂商 2026 年 AI 资本开支合计逾 7,300 亿美元,Amazon 单家上调至 2,200 亿美元 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-10T21:08:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 전망치 상향 https://slicast.com/article/z95nd9 Slicast en 2026-10-10T21:07:00.000Z Economist Estimates AI Buildout Would Need $3.55 Trillion in Annual Revenue https://slicast.com/zh/article/z95nd9 Slicast zh-cn 2026-10-10T21:07:00.000Z Columbia 教授测算:AI 基础设施投资每年需创造 3.55 万亿美元营收方可回本,若算力设备折旧加速则跳升至 5.7 万亿 https://slicast.com/ko/article/z95nd9 Slicast ko 2026-10-10T21:07:00.000Z 경제학자 추정, AI 인프라 구축에 연간 3조 5,500억 달러 매출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-10T21:06:00.000Z SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-10T21:06:00.000Z NVIDIA 要求 SK Hynix/Samsung/Micron 在 Q4 2026 供应 16 层 HBM4,Vera Rubin 供应链军备竞赛升级 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-10T21:06:00.000Z SK hynix, Samsung, Micron, NVIDIA 공급 계약을 두고 신규 16-Hi HBM4 주문을 놓고 경쟁 중 https://slicast.com/article/1alm79f Slicast en 2026-10-10T21:05:00.000Z Anthropic will be 'most ridiculous IPO' of year, analyst says https://slicast.com/zh/article/1alm79f Slicast zh-cn 2026-10-10T21:05:00.000Z Anthropic 据报锁定 Nasdaq,IPO 目标估值高达 2 万亿美元,Morgan Stanley/Goldman/JPMorgan 联合承销,分析师直呼"年度最荒谬 IPO" https://slicast.com/ko/article/1alm79f Slicast ko 2026-10-10T21:05:00.000Z Anthropic 상장, 올해 "가장 터무니없는 IPO"… 애널리스트 지적 https://slicast.com/article/hnkevl Slicast en 2026-10-10T21:04:00.000Z Senate Report: Big Tech Is Sticking Ratepayers With the AI Grid Bill https://slicast.com/zh/article/hnkevl Slicast zh-cn 2026-10-10T21:04:00.000Z 参议院 10 月 9 日发布 27 页报告,点名 Amazon/Google/Meta/Microsoft/CoreWeave/Digital Realty/Equinix 拒付电网成本,290 亿美元转嫁普通用户 https://slicast.com/ko/article/hnkevl Slicast ko 2026-10-10T21:04:00.000Z Senate 보고서: 빅테크, AI 전력망 비용을 전기요금 납부자에게 전가 https://slicast.com/article/1ii7xjo Slicast en 2026-10-10T21:03:00.000Z Google, Constellation Energy Strike Deal for Nuclear Power https://slicast.com/zh/article/1ii7xjo Slicast zh-cn 2026-10-10T21:03:00.000Z Google 与 Constellation 签署 890 MW 核电 20 年 PPA,带动 43 亿美元现有机组升级投资 https://slicast.com/ko/article/1ii7xjo Slicast ko 2026-10-10T21:03:00.000Z Google, Constellation Energy 원자력 발전 계약 체결 https://slicast.com/article/yjn4t1 Slicast en 2026-10-10T21:02:00.000Z Nvidia-Backed Neoclouds Face a Test as IREN, CoreWeave and Nebius Stocks Slide https://slicast.com/zh/article/yjn4t1 Slicast zh-cn 2026-10-10T21:02:00.000Z SemiAnalysis 质疑 IREN 不列颠哥伦比亚数据中心运营,IREN 跌至 $37 附近,距 52 周高点 -51% https://slicast.com/ko/article/yjn4t1 Slicast ko 2026-10-10T21:02:00.000Z 엔비디아 투자 네오클라우드, IREN·코어위브·네비우스 주가 하락으로 시험대에 https://slicast.com/article/ow54y3 Slicast en 2026-10-10T21:01:00.000Z CoreWeave Stock Fell Nearly 8% in a Day on an OpenAI Revenue Report. Here's Why Its Borrowing Model Raises the Stakes https://slicast.com/zh/article/ow54y3 Slicast zh-cn 2026-10-10T21:01:00.000Z CoreWeave"现金陷阱"条款曝光叠加 $30 亿可转债与 ATM 稀释,CRWV 单日 -7.77% 至 $81.58 https://slicast.com/ko/article/ow54y3 Slicast ko 2026-10-10T21:01:00.000Z CoreWeave 주가, OpenAI 매출 보도에 하루 만에 약 8% 하락. 차입 모델이 리스크를 키운 이유 https://slicast.com/commentary/intel-2026-10-10 Slicast en 2026-10-10T20:45:01.958Z Intel Glass Substrate: Timeline and Capacity, October 2026 https://slicast.com/zh/commentary/intel-2026-10-10 Slicast zh-cn 2026-10-10T20:45:01.958Z 英特尔玻璃基板：量产时间线与产能，2026年10月 https://slicast.com/commentary/microsoft-2026-10-10 Slicast en 2026-10-10T20:37:37.148Z Microsoft Azure AI Infrastructure, October 2026: $115.95 Billion in Capex and a 38-Gigawatt Network Target https://slicast.com/zh/commentary/microsoft-2026-10-10 Slicast zh-cn 2026-10-10T20:37:37.148Z 微软Azure AI基础设施，2026年10月：资本支出1159.5亿美元，剑指38吉瓦全球网络目标 https://slicast.com/commentary/fluidstack-2026-10-10 Slicast en 2026-10-10T20:28:44.798Z Fluidstack Barber Lake 20-Year Lease Commitment, October 2026 https://slicast.com/zh/commentary/fluidstack-2026-10-10 Slicast zh-cn 2026-10-10T20:28:44.798Z Fluidstack Barber Lake数据中心20年租约承诺，2026年10月 https://slicast.com/commentary/nvidia-2026-10-10 Slicast en 2026-10-10T20:24:00.521Z Nvidia Export Control Enforcement and AI Demand Pipeline, October 2026 https://slicast.com/zh/commentary/nvidia-2026-10-10 Slicast zh-cn 2026-10-10T20:24:00.521Z 英伟达出口管制执法与AI需求管线，2026年10月 https://slicast.com/brief/2026-10-11 Slicast en 2026-10-10T20:06:46.711Z Latest AI Infrastructure News: October 11, 2026 https://slicast.com/zh/brief/2026-10-11 Slicast zh-cn 2026-10-10T20:06:46.711Z AI 基础设施新闻早报 · 2026年10月11日 https://slicast.com/ko/brief/2026-10-11 Slicast ko 2026-10-10T20:06:46.711Z 최신 AI 인프라 뉴스 · 2026년 10월 11일 https://slicast.com/article/v1v5bj Slicast en 2026-10-10T19:07:42.000Z Cerebras (CBRS) shares have fallen more than 50% from their all-time high as OpenAI's shift toward Nvidia weakens Cerebras's strategic position. https://slicast.com/zh/article/v1v5bj Slicast zh-cn 2026-10-10T19:07:42.000Z Cerebras（CBRS）股价较历史高点回落逾50%，原因是OpenAI转向英伟达，削弱了Cerebras的战略地位。 https://slicast.com/ko/article/v1v5bj Slicast ko 2026-10-10T19:07:42.000Z Cerebras(CBRS) 주가는 OpenAI가 Nvidia 쪽으로 방향을 틀면서 Cerebras의 전략적 입지가 약화되자, 사상 최고치 대비 50% 넘게 하락했다. https://slicast.com/article/19jye9r Slicast en 2026-10-10T17:30:00.000Z CXMT is gearing up to launch a DDR5 RDIMM product built on its 4F² memory cell architecture before year-end, a move the report says would leapfrog Samsung by about two years. https://slicast.com/zh/article/19jye9r Slicast zh-cn 2026-10-10T17:30:00.000Z 长鑫存储（CXMT）计划在年底前推出采用4F²存储单元架构的DDR5 RDIMM产品，据报道这一进展可使其在技术上领先三星约两年。 https://slicast.com/ko/article/19jye9r Slicast ko 2026-10-10T17:30:00.000Z CXMT는 연말 이전에 4F² 메모리 셀 아키텍처 기반의 DDR5 RDIMM 제품을 출시할 준비를 하고 있으며, 해당 보고서에 따르면 이는 삼성전자를 약 2년 앞서는 행보가 된다. https://slicast.com/article/9o44jj Slicast en 2026-10-10T17:13:04.000Z Applied Digital's power subsidiary has quietly filed for an IPO, while its debt load overshadows a 322% jump in revenue. https://slicast.com/zh/article/9o44jj Slicast zh-cn 2026-10-10T17:13:04.000Z Applied Digital的电力子公司已悄然提交首次公开募股（IPO）申请，而其沉重的债务负担掩盖了营收大增322%的亮眼数据。 https://slicast.com/ko/article/9o44jj Slicast ko 2026-10-10T17:13:04.000Z Applied Digital의 전력 자회사가 조용히 IPO를 신청한 가운데, 회사의 부채 부담이 322% 급증한 매출을 가리고 있다. https://slicast.com/article/1yqw8ey Slicast en 2026-10-10T16:46:57.000Z A Super Micro-linked contractor has pleaded guilty in the $2.5 billion AI chip diversion case tied to shipments to China. https://slicast.com/zh/article/1yqw8ey Slicast zh-cn 2026-10-10T16:46:57.000Z 一名与超微电脑有关联的承包商，已在涉及25亿美元、与中国相关的人工智能芯片转移案中认罪。 https://slicast.com/ko/article/1yqw8ey Slicast ko 2026-10-10T16:46:57.000Z Super Micro와 연계된 한 계약업체가 중국으로의 출하와 관련된 25억 달러 규모 AI 칩 밀반출 사건에서 유죄를 인정했다. https://slicast.com/article/gsvrwb Slicast en 2026-10-10T16:31:02.000Z Micron's HBM production line in Taichung has fired up, with AI demand seen as steadying the stock. https://slicast.com/zh/article/gsvrwb Slicast zh-cn 2026-10-10T16:31:02.000Z 美光位于台中的高带宽存储器产线已经投产，市场认为人工智能需求有助于稳定其股价。 https://slicast.com/ko/article/gsvrwb Slicast ko 2026-10-10T16:31:02.000Z Micron의 타이중 HBM 생산라인이 가동에 들어갔으며, AI 수요가 주가를 안정시키는 요인으로 꼽히고 있다. https://slicast.com/article/17w51k5 Slicast en 2026-10-10T15:40:00.000Z SoftBank is seeking $100 billion from Middle Eastern investors for what it calls AI-refined projects, under which it would buy companies that do not use AI or robotics and apply those technologies to https://slicast.com/zh/article/17w51k5 Slicast zh-cn 2026-10-10T15:40:00.000Z 软银正寻求从中东投资者处募集1000亿美元，用于其所谓的'AI精炼'项目：收购不使用人工智能或机器人技术的企业，再引入这些技术以提升其运营与估值。 https://slicast.com/ko/article/17w51k5 Slicast ko 2026-10-10T15:40:00.000Z SoftBank는 AI 고도화 프로젝트라고 부르는 사업을 위해 중동 투자자들로부터 1,000억 달러를 모집하려 하고 있습니다. 이 사업은 AI나 로봇 기술을 활용하지 않는 기업을 인수한 뒤, 해당 기술을 적용해 운영을 개선하고 기업 가치를 높이는 구조입니다. https://slicast.com/article/1my8rlf Slicast en 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun, one of three people charged with smuggling Super Micro servers carrying advanced Nvidia AI chips to China, has pleaded guilty. https://slicast.com/zh/article/1my8rlf Slicast zh-cn 2026-10-10T15:35:00.000Z 因涉嫌走私载有英伟达先进人工智能芯片的超微电脑服务器至中国而被起诉的三人之一，Ting-Wei 'Willy' Sun已认罪。 https://slicast.com/ko/article/1my8rlf Slicast ko 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun은 Super Micro 서버를 중국으로 밀반출한 혐의로 기소된 3명 중 한 명으로, 고급 Nvidia AI 칩이 탑재된 서버였습니다. 그는 유죄를 인정했습니다. https://slicast.com/article/1gxf9xu Slicast en 2026-10-10T15:31:33.000Z A price target cut to $70 on Applied Digital highlights the financing squeeze behind its AI land grab. https://slicast.com/zh/article/1gxf9xu Slicast zh-cn 2026-10-10T15:31:33.000Z Applied Digital目标价被下调至70美元，凸显其在抢占人工智能用地过程中所面临的融资压力。 https://slicast.com/ko/article/1gxf9xu Slicast ko 2026-10-10T15:31:33.000Z Applied Digital의 목표주가가 70달러로 하향 조정되면서, AI 용지 확보 경쟁 이면의 자금 조달 압박이 부각되고 있다. https://slicast.com/article/50tlg5 Slicast en 2026-10-10T15:29:00.000Z Wholesale electricity prices in America's largest electricity market have surged 41%, and the report attributes the spike in part to the AI boom. https://slicast.com/zh/article/50tlg5 Slicast zh-cn 2026-10-10T15:29:00.000Z 美国最大电力市场的批发电价已飙升41%，相关报道将此归因于人工智能热潮。 https://slicast.com/ko/article/50tlg5 Slicast ko 2026-10-10T15:29:00.000Z 미국 최대 전력 시장의 도매 전기 가격이 41% 급등했으며, 보고서는 이러한 상승의 원인 중 일부를 AI 붐에서 찾고 있다. https://slicast.com/article/ebcgsu Slicast en 2026-10-10T15:03:00.000Z Oracle has issued a 'force majeure' warning as power for AI data centers becomes scarce, according to TheStreet. The snippet gives no detail on which contracts or sites are affected. https://slicast.com/zh/article/ebcgsu Slicast zh-cn 2026-10-10T15:03:00.000Z Oracle 已发出"不可抗力"预警,原因是 AI 数据中心用电日趋紧张,据 TheStreet 报道。该摘要未说明受影响的具体合同或站点。 https://slicast.com/ko/article/ebcgsu Slicast ko 2026-10-10T15:03:00.000Z Oracle가 AI 데이터센터용 전력이 부족해짐에 따라 '불가항력' 경고를 발표했다고 TheStreet이 보도했다. 해당 기사 요약에는 어떤 계약이나 사이트가 영향을 받는지에 대한 세부 내용이 없다. https://slicast.com/article/2yk1rd Slicast en 2026-10-10T15:00:00.000Z Tom's Hardware's weekly Premium roundup covers Tencent grabbing bargain chips, a Qualcomm-Huawei IP deal, and a Groq lawsuit. https://slicast.com/zh/article/2yk1rd Slicast zh-cn 2026-10-10T15:00:00.000Z Tom's Hardware每周高级版综述涵盖腾讯抢购低价芯片、高通与华为的知识产权交易，以及Groq诉讼等动态。 https://slicast.com/ko/article/2yk1rd Slicast ko 2026-10-10T15:00:00.000Z Tom's Hardware의 주간 프리미엄 종합 기사는 텐센트의 저가 칩 확보, 퀄컴-화웨이 IP 계약, 그리고 Groq 소송을 다룹니다. https://slicast.com/article/detpv8 Slicast en 2026-10-10T14:40:00.000Z A Senate investigation says some claims AI hyperscalers make about the costs and benefits of their data centers, in permit applications, are misleading. https://slicast.com/zh/article/detpv8 Slicast zh-cn 2026-10-10T14:40:00.000Z 美国参议院的一项调查认为，人工智能超大规模云服务商在数据中心许可申请中提出的部分成本与效益说法存在误导。 https://slicast.com/ko/article/detpv8 Slicast ko 2026-10-10T14:40:00.000Z 상원 조사에 따르면, AI 하이퍼스케일러가 허가 신청서에서 데이터센터의 비용과 효익에 관해 내놓은 일부 주장은 오해의 소지가 있다. https://slicast.com/article/pv6u75 Slicast en 2026-10-10T14:27:54.000Z According to TipRanks, Riot Platforms shares slid after its bold AI pivot spooked traders. https://slicast.com/zh/article/pv6u75 Slicast zh-cn 2026-10-10T14:27:54.000Z 据TipRanks报道，Riot Platforms股价因其大胆的人工智能转型令交易员担忧而下跌。 https://slicast.com/ko/article/pv6u75 Slicast ko 2026-10-10T14:27:54.000Z TipRanks에 따르면, Riot Platforms의 주가는 공격적인 AI 사업 전환에 투자자들이 우려를 드러내면서 하락했다. https://slicast.com/article/9nvc2i Slicast en 2026-10-10T13:41:55.000Z The Hindu reports that the AI data-centre boom is putting India's power grid under pressure and driving up grid upgrade costs. https://slicast.com/zh/article/9nvc2i Slicast zh-cn 2026-10-10T13:41:55.000Z 据报道，人工智能数据中心热潮正给印度电网带来压力，并推高电网升级成本。 https://slicast.com/ko/article/9nvc2i Slicast ko 2026-10-10T13:41:55.000Z 인도 힌두(The Hindu)는 AI 데이터센터 붐으로 인해 인도 전력망에 부담이 가중되고 전력망 업그레이드 비용이 상승하고 있다고 보도했다. https://slicast.com/article/1tao9ry Slicast en 2026-10-10T13:31:13.000Z Wells Fargo has issued a Buy rating on Applied Digital Corporation (APLD). https://slicast.com/zh/article/1tao9ry Slicast zh-cn 2026-10-10T13:31:13.000Z 富国银行已对Applied Digital Corporation（APLD）给出买入评级。 https://slicast.com/ko/article/1tao9ry Slicast ko 2026-10-10T13:31:13.000Z Wells Fargo가 Applied Digital Corporation(APLD)에 대해 매수(Buy) 투자의견을 발표했다. https://slicast.com/article/ftzbe Slicast en 2026-10-10T13:18:50.000Z Indianapolis has formed a $300K panel to rewrite its data center rules, even as three large data-center projects have already won approval. https://slicast.com/zh/article/ftzbe Slicast zh-cn 2026-10-10T13:18:50.000Z 印第安纳波利斯已成立一个30万美元预算的专门小组，以重写数据中心规则，而三个大型数据中心项目已获得批准。 https://slicast.com/ko/article/ftzbe Slicast ko 2026-10-10T13:18:50.000Z 인디애나폴리스가 이미 대형 데이터센터 프로젝트 3건의 승인을 받은 가운데, 데이터센터 규정을 재정비하기 위해 30만 달러 규모의 패널을 구성했다. https://slicast.com/article/15mnfr8 Slicast en 2026-10-10T13:03:56.000Z IEEE Spectrum reports on solar-powered data centers that turn otherwise wasted sunlight into AI compute. https://slicast.com/zh/article/15mnfr8 Slicast zh-cn 2026-10-10T13:03:56.000Z IEEE Spectrum报道了以太阳能供电的数据中心，将原本被浪费的阳光转化为人工智能算力。 https://slicast.com/ko/article/15mnfr8 Slicast ko 2026-10-10T13:03:56.000Z IEEE Spectrum은 기존에는 버려지던 태양광을 AI 연산에 활용하는 태양광 기반 데이터센터를 보도했다. https://slicast.com/article/jjyi0e Slicast en 2026-10-10T12:41:37.000Z According to TipRanks, Together AI emphasizes speed and ecosystem building as core parts of its AI strategy. https://slicast.com/zh/article/jjyi0e Slicast zh-cn 2026-10-10T12:41:37.000Z 据TipRanks报道，Together AI将速度与生态系统建设作为其人工智能战略的核心。 https://slicast.com/ko/article/jjyi0e Slicast ko 2026-10-10T12:41:37.000Z TipRanks에 따르면, Together AI는 AI 전략의 핵심으로 속도와 생태계 구축을 강조하고 있다. https://slicast.com/article/zr2uwg Slicast en 2026-10-10T12:40:34.000Z Huawei and Qualcomm have signed a patent deal covering 5G and AI technologies. https://slicast.com/zh/article/zr2uwg Slicast zh-cn 2026-10-10T12:40:34.000Z 华为与高通签署了一项涵盖5G与人工智能技术的专利协议。 https://slicast.com/ko/article/zr2uwg Slicast ko 2026-10-10T12:40:34.000Z Huawei와 Qualcomm이 5G 및 AI 기술을 아우르는 특허 계약을 체결했다. https://slicast.com/article/1paitpd Slicast en 2026-10-10T12:20:00.000Z Nvidia is reportedly discontinuing GeForce RTX 5090-series products to redirect GB202 silicon toward data center and professional graphics boards, with a GeForce RTX 5080 24 GB version also rumored. https://slicast.com/zh/article/1paitpd Slicast zh-cn 2026-10-10T12:20:00.000Z 据报道，英伟达正在停产GeForce RTX 5090系列产品，将GB202芯片转向数据中心与专业显卡，同时据传将推出24吉字节版本的GeForce RTX 5080。 https://slicast.com/ko/article/1paitpd Slicast ko 2026-10-10T12:20:00.000Z Nvidia는 GB202 칩 물량을 데이터센터 및 전문가용 그래픽 보드에 집중하기 위해 GeForce RTX 5090 시리즈 제품을 단종할 것이라는 보도가 나왔다. 또한 GeForce RTX 5080 24GB 모델도 출시될 것이라는 소문이 있다. https://slicast.com/article/gqnwi4 Slicast en 2026-10-10T11:36:35.000Z Brazil has awarded 228 MW of grid capacity to three data-center projects. https://slicast.com/zh/article/gqnwi4 Slicast zh-cn 2026-10-10T11:36:35.000Z 巴西已向三个数据中心项目分配了228兆瓦的电网容量。 https://slicast.com/ko/article/gqnwi4 Slicast ko 2026-10-10T11:36:35.000Z 브라질, 데이터센터 프로젝트 3건에 228MW 규모의 전력망 용량 할당 https://slicast.com/article/19bglao Slicast en 2026-10-10T11:00:34.000Z Cipher has extended its Barber Lake data center lease commitments to 20 years, with Fluidstack and an unnamed AI lab agreeing to the lengthy leases. https://slicast.com/zh/article/19bglao Slicast zh-cn 2026-10-10T11:00:34.000Z Cipher已将其Barber Lake数据中心的租约承诺延长至20年，Fluidstack与一家未具名的人工智能实验室同意了这一长期租约。 https://slicast.com/ko/article/19bglao Slicast ko 2026-10-10T11:00:34.000Z Cipher는 Barber Lake 데이터센터의 임대 약정 기간을 20년으로 연장했으며, Fluidstack과 이름이 공개되지 않은 AI 연구소가 이 장기 임대계약에 합의했다. https://slicast.com/article/wz4k40 Slicast en 2026-10-10T11:00:01.000Z CNBC explains the different ways companies are accessing Nvidia GPUs. https://slicast.com/zh/article/wz4k40 Slicast zh-cn 2026-10-10T11:00:01.000Z CNBC解释了企业获取英伟达图形处理器的多种途径。 https://slicast.com/ko/article/wz4k40 Slicast ko 2026-10-10T11:00:01.000Z CNBC, 기업들이 Nvidia GPU에 접근하는 다양한 방법을 설명하다. https://slicast.com/article/1ikl65t Slicast en 2026-10-10T10:32:06.000Z orbio has raised $1.2 million in seed funding for AI infrastructure. https://slicast.com/zh/article/1ikl65t Slicast zh-cn 2026-10-10T10:32:06.000Z orbio获得120万美元种子轮融资，专注于人工智能基础设施。 https://slicast.com/ko/article/1ikl65t Slicast ko 2026-10-10T10:32:06.000Z orbio, AI 인프라 분야에서 시드 투자 120만 달러를 유치했다. https://slicast.com/article/zdyif1 Slicast en 2026-10-10T10:30:00.000Z TeraWulf plans to double its data center size near Ashland, while Ky. Power will add a unit at Big Sandy. https://slicast.com/zh/article/zdyif1 Slicast zh-cn 2026-10-10T10:30:00.000Z TeraWulf计划将其阿什兰附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy增设一台机组。 https://slicast.com/ko/article/zdyif1 Slicast ko 2026-10-10T10:30:00.000Z TeraWulf는 Ashland 인근 데이터센터 규모를 두 배로 늘릴 계획이며, Ky. Power는 Big Sandy에 발전 설비 한 기를 추가할 예정이다. https://slicast.com/article/r5sq4e Slicast en 2026-10-10T10:30:00.000Z Ukrainian drones reportedly struck a data center in Sasovo, Russia, described as the largest in the country, knocking multiple parts of its 1.4 million square foot campus offline, and a Yandex facilit https://slicast.com/zh/article/r5sq4e Slicast zh-cn 2026-10-10T10:30:00.000Z 据报道，乌克兰无人机袭击了俄罗斯萨索沃的一座数据中心，该数据中心被称为俄罗斯最大的数据中心，其140万平方英尺园区的多个部分被迫离线；此后，卡卢加的一座Yandex设施也遭遇了类似情况。 https://slicast.com/ko/article/r5sq4e Slicast ko 2026-10-10T10:30:00.000Z 우크라이나 드론이 러시아 사조보에 있는 데이터센터를 공격한 것으로 전해졌다. 이 시설은 러시아에서 가장 큰 규모로 알려져 있으며, 약 13만 제곱미터(1.4 million square foot) 부지의 여러 구역이 가동 중단된 것으로 보도됐다. 이후 칼루가에 있는 Yandex 시설도 이와 유사한 피해를 입은 것으로 알려졌다. https://slicast.com/article/637p0o Slicast en 2026-10-10T10:26:00.000Z CCIEE 2026 Data Center Intelligent Construction Technology Forum Held in Malaysia https://slicast.com/zh/article/637p0o Slicast zh-cn 2026-10-10T10:26:00.000Z CCIEE 2026数据中心智能建设技术论坛在马来西亚举办 https://slicast.com/article/1glnxjg Slicast en 2026-10-10T10:00:00.000Z TeraWulf plans to double the size of its data center near Ashland, while Ky. Power adds a unit at Big Sandy. https://slicast.com/zh/article/1glnxjg Slicast zh-cn 2026-10-10T10:00:00.000Z TeraWulf计划将其Ashland附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy新增一台机组。 https://slicast.com/ko/article/1glnxjg Slicast ko 2026-10-10T10:00:00.000Z TeraWulf은 Ashland 인근 데이터센터의 규모를 두 배로 늘릴 계획이며, Ky. Power는 Big Sandy에 발전 설비 한 기를 추가한다. https://slicast.com/article/1fa9tal Slicast en 2026-10-10T09:57:43.000Z Weekly roundup (Oct 5-10): the Trump administration requires AI companies to report security incidents immediately; Huawei and Qualcomm reach a broad patent licensing agreement; Moonshot AI is reporte https://slicast.com/zh/article/1fa9tal Slicast zh-cn 2026-10-10T09:57:43.000Z （10月5日至10日）特朗普政府要求人工智能公司在发生安全事件后立即上报；华为与高通宣布达成广泛专利许可协议；月之暗面据悉即将完成上市前融资，估值将达500亿美元；Manus完成超5亿美元新一轮融资；博通据悉计划为OpenAI定制芯片项目融资逾500亿美元；Anthropic发布最新模型Claude Haiku 5.5，运行成本较4.5版本低约75%；OpenAI宣布面向全球所有ChatGPT用户 https://slicast.com/ko/article/1fa9tal Slicast ko 2026-10-10T09:57:43.000Z 주간 요약 (10월 5일~10일): 트럼프 행정부, AI 기업에 보안 사고 즉시 보고 의무화; Huawei와 Qualcomm, 광범위한 특허 라이선스 계약 체결; Moonshot AI, 500억 달러 기업가치 기준 IPO 전 투자 유치 마무리 단계 보도; Manus, 5억 달러 이상 규모의 신규 라운드 마감; Broadcom, OpenAI 맞춤형 칩 프로젝 https://slicast.com/article/1l5w1wz Slicast en 2026-10-10T09:24:23.000Z Kenanga says tech-sector growth is being backed by AI execution and sees Kelington, UWC and Frontken gaining. https://slicast.com/zh/article/1l5w1wz Slicast zh-cn 2026-10-10T09:24:23.000Z Kenanga认为科技板块增长有人工智能执行力支撑，并看好Kelington、UWC和Frontken表现向好。 https://slicast.com/ko/article/1l5w1wz Slicast ko 2026-10-10T09:24:23.000Z Kenanga는 기술 섹터의 성장이 AI 실행력에 의해 뒷받침되고 있다고 보며, Kelington, UWC, Frontken이 수혜를 입을 것으로 전망했다. https://slicast.com/article/o86m9l Slicast en 2026-10-10T09:14:00.000Z NOARK Combines Global Scale with Local Execution for Data Center Power Infrastructure https://slicast.com/zh/article/o86m9l Slicast zh-cn 2026-10-10T09:14:00.000Z NOARK兼具全球规模与本地化执行能力,服务数据中心电力基础设施 https://slicast.com/article/1xgoxp3 Slicast en 2026-10-10T09:11:29.000Z TIKR argues that the highest-margin tokens for Amazon, Microsoft and CoreWeave come from open-weight models. https://slicast.com/zh/article/1xgoxp3 Slicast zh-cn 2026-10-10T09:11:29.000Z TIKR认为，亚马逊、微软和CoreWeave利润率最高的词元来自开放权重模型。 https://slicast.com/ko/article/1xgoxp3 Slicast ko 2026-10-10T09:11:29.000Z TIKR는 Amazon, Microsoft, CoreWeave의 최고 마진 토큰이 오픈 웨이트 모델에서 나온다고 주장한다. https://slicast.com/article/wpreqf Slicast en 2026-10-10T09:05:00.000Z GlobalFoundries has landed a $2 billion order from TSMC, establishing the first US CoWoS interposer capacity. https://slicast.com/zh/article/wpreqf Slicast zh-cn 2026-10-10T09:05:00.000Z 格芯获得台积电20亿美元订单，建立美国首个CoWoS中介层产能。 https://slicast.com/ko/article/wpreqf Slicast ko 2026-10-10T09:05:00.000Z GlobalFoundries, TSMC로부터 20억 달러 규모의 수주를 확보하며 미국 내 첫 CoWoS 인터포저 생산 능력을 구축하게 되었다. https://slicast.com/article/u6vy8p Slicast en 2026-10-10T08:40:44.000Z Simply Wall Street asks whether the 'Terafab' AI role changes the investment case for Intel (INTC). https://slicast.com/zh/article/u6vy8p Slicast zh-cn 2026-10-10T08:40:44.000Z Simply Wall Street探讨'Terafab'的人工智能角色是否改变英特尔（INTC）的投资逻辑。 https://slicast.com/ko/article/u6vy8p Slicast ko 2026-10-10T08:40:44.000Z Simply Wall Street는 'Terafab' AI 역할이 인텔(INTC)의 투자 논리를 바꾸는지 묻고 있다. https://slicast.com/article/188xe7a Slicast en 2026-10-10T08:14:03.000Z Synopsys is seeking partnerships with Chinese AI labs to speed up chip design. https://slicast.com/zh/article/188xe7a Slicast zh-cn 2026-10-10T08:14:03.000Z 新思科技寻求与中国人工智能实验室合作，以加快芯片设计。 https://slicast.com/ko/article/188xe7a Slicast ko 2026-10-10T08:14:03.000Z Synopsys는 칩 설계 속도를 높이기 위해 중국 AI 연구소들과의 파트너십을 모색하고 있다. https://slicast.com/article/1xygeny Slicast en 2026-10-10T08:13:47.000Z A Super Micro contractor has pleaded guilty in a $2.5 billion China AI server scheme, with Benzinga's coverage tagged to NVIDIA (NASDAQ:NVDA). https://slicast.com/zh/article/1xygeny Slicast zh-cn 2026-10-10T08:13:47.000Z 超微电脑的一名承包商因涉及价值25亿美元的中国人工智能服务器违规运作案认罪，Benzinga的报道标注了英伟达（NASDAQ:NVDA）。 https://slicast.com/ko/article/1xygeny Slicast ko 2026-10-10T08:13:47.000Z Super Micro 계약업체가 25억 달러 규모의 중국 AI 서버 밀수 혐의와 관련해 유죄를 인정했으며, Benzinga의 보도에는 NVIDIA (NASDAQ:NVDA)가 관련 종목으로 태그되어 있다. https://slicast.com/article/u1fkev Slicast en 2026-10-10T08:00:37.000Z Applied Materials and Intel are expanding their AI chip work. https://slicast.com/zh/article/u1fkev Slicast zh-cn 2026-10-10T08:00:37.000Z 应用材料与英特尔正在扩大人工智能芯片方面的合作。 https://slicast.com/ko/article/u1fkev Slicast ko 2026-10-10T08:00:37.000Z Applied Materials와 Intel이 AI 칩 사업을 확대하고 있다. https://slicast.com/article/1e8ewk7 Slicast en 2026-10-10T07:53:53.000Z KuCoin reports that OpenAI's 2026 revenue, around $50 billion, is below earlier estimates. https://slicast.com/zh/article/1e8ewk7 Slicast zh-cn 2026-10-10T07:53:53.000Z KuCoin报道称，OpenAI在2026年的营收约为500亿美元，低于此前的预期。 https://slicast.com/ko/article/1e8ewk7 Slicast ko 2026-10-10T07:53:53.000Z KuCoin은 OpenAI의 2026년 매출이 약 500억 달러로, 앞서 추정치를 밑돈다고 발표했다. https://slicast.com/article/n0vjqg Slicast en 2026-10-10T07:21:06.000Z TeraWulf has doubled power capacity at its Muskie Data Campus to 1GW, though WULF stock dipped on the news. https://slicast.com/zh/article/n0vjqg Slicast zh-cn 2026-10-10T07:21:06.000Z TeraWulf将其Muskie数据园区的电力容量翻倍至1吉瓦，消息公布后WULF股价小幅下跌。 https://slicast.com/ko/article/n0vjqg Slicast ko 2026-10-10T07:21:06.000Z TeraWulf이 Muskie 데이터 캠퍼스의 전력 용량을 두 배로 늘려 1GW에 이르렀으나, 이 소식에도 WULF 주가는 하락했다. https://slicast.com/article/71xkt Slicast en 2026-10-10T07:16:59.000Z Applied Digital (APLD) added 75 MW at Polaris Forge 1, and its stock jumped as CEO said 'Power Is Only The Starting Point'. https://slicast.com/zh/article/71xkt Slicast zh-cn 2026-10-10T07:16:59.000Z Applied Digital（APLD）在Polaris Forge 1新增75兆瓦容量，股价随之上涨；首席执行官表示'电力只是起点'。 https://slicast.com/ko/article/71xkt Slicast ko 2026-10-10T07:16:59.000Z Applied Digital (APLD)은 Polaris Forge 1에 75MW를 추가했으며, 최고경영자가 "Power Is Only The Starting Point"라고 밝힌 뒤 주가가 급등했다. https://slicast.com/article/kv40p1 Slicast en 2026-10-10T06:31:00.000Z Nvidia reportedly plans to invest in d-Matrix, which the source describes as a rival AI chip startup. https://slicast.com/zh/article/kv40p1 Slicast zh-cn 2026-10-10T06:31:00.000Z 据报道，英伟达计划投资人工智能芯片初创公司d-Matrix，该公司被视为英伟达的竞争对手。 https://slicast.com/ko/article/kv40p1 Slicast ko 2026-10-10T06:31:00.000Z Nvidia는 d-Matrix에 투자할 계획인 것으로 전해졌으며, 소식통은 d-Matrix를 경쟁 관계의 AI 칩 스타트업이라고 설명했다. https://slicast.com/article/1457u2t Slicast en 2026-10-10T05:55:55.000Z Citi sees 40% upside for TeraWulf (WULF) stock after a nearly 500% surge over the past 12 months. https://slicast.com/zh/article/1457u2t Slicast zh-cn 2026-10-10T05:55:55.000Z 花旗认为TeraWulf（WULF）股价仍有40%上行空间，此前12个月涨幅接近500%。 https://slicast.com/ko/article/1457u2t Slicast ko 2026-10-10T05:55:55.000Z Citi, TeraWulf(WULF) 주가 40% 상승 여력 제시… 지난 12개월간 약 500% 급등 후 https://slicast.com/article/12t9ize Slicast en 2026-10-10T05:08:22.000Z Samsung is offering $560,000 bonuses to keep its engineers from moving to China. https://slicast.com/zh/article/12t9ize Slicast zh-cn 2026-10-10T05:08:22.000Z 三星为防止工程师流向中国，提供56万美元奖金。 https://slicast.com/ko/article/12t9ize Slicast ko 2026-10-10T05:08:22.000Z 삼성전자는 엔지니어들이 중국으로 이직하는 것을 막기 위해 56만 달러의 보너스를 제공하고 있다. https://slicast.com/article/urjj7v Slicast en 2026-10-10T04:00:00.000Z GlobalFoundries and TSMC signed a two-billion-dollar deal under which US CoWoS interposer manufacturing is set to start in 2028. https://slicast.com/zh/article/urjj7v Slicast zh-cn 2026-10-10T04:00:00.000Z 格芯（GlobalFoundries）与台积电（TSMC）签署二十亿美元协议，美国本土CoWoS中介层（interposer）制造计划于2028年启动。 https://slicast.com/ko/article/urjj7v Slicast ko 2026-10-10T04:00:00.000Z GlobalFoundries와 TSMC는 20억 달러 규모의 계약을 체결했으며, 이에 따라 미국 내 CoWoS 인터포저 제조가 2028년에 시작될 예정이다. https://slicast.com/article/xzifei Slicast en 2026-10-10T03:10:07.000Z Nvidia reached a $6 trillion market value, and a Prof G Pod episode on The Week debated whether the AI boom is a bubble. https://slicast.com/zh/article/xzifei Slicast zh-cn 2026-10-10T03:10:07.000Z 英伟达市值达到6万亿美元，The Week旗下的Prof G Pod节目就AI热潮是否为泡沫展开讨论。 https://slicast.com/ko/article/xzifei Slicast ko 2026-10-10T03:10:07.000Z 엔비디아의 시가총액이 6조 달러에 도달했으며, Prof G Pod의 The Week 편에서는 AI 붐이 거품인지에 대한 논쟁이 다뤄졌다. https://slicast.com/article/pnbn6q Slicast en 2026-10-10T02:25:00.000Z Samsung's share of the HBM market has risen to 33%, and hybrid bonding technology could be key to it overtaking rivals. https://slicast.com/zh/article/pnbn6q Slicast zh-cn 2026-10-10T02:25:00.000Z 三星的HBM市场份额升至33%，混合键合（hybrid bonding）技术或成为其超越竞争对手的关键。 https://slicast.com/ko/article/pnbn6q Slicast ko 2026-10-10T02:25:00.000Z 삼성전자의 HBM 시장 점유율은 33%로 상승했으며, 하이브리드 본딩 기술이 경쟁사를 앞서는 데 핵심이 될 수 있다. https://slicast.com/article/1doqrp9 Slicast en 2026-10-10T02:16:59.000Z VEIR raised $110M in Series C funding to scale superconducting power delivery for AI data centers. https://slicast.com/zh/article/1doqrp9 Slicast zh-cn 2026-10-10T02:16:59.000Z VEIR完成1.1亿美元C轮融资，用于扩大面向AI数据中心的超导供电方案。 https://slicast.com/ko/article/1doqrp9 Slicast ko 2026-10-10T02:16:59.000Z VEIR, AI 데이터센터용 초전도 전력 공급 기술 확장을 위해 시리즈 C 투자 1억 1,000만 달러를 유치했다. https://slicast.com/article/1djh8w5 Slicast en 2026-10-10T01:02:30.000Z The $500 billion Stargate AI project is reportedly facing difficulties due to power outages. https://slicast.com/zh/article/1djh8w5 Slicast zh-cn 2026-10-10T01:02:30.000Z 据报道，5000亿美元规模的Stargate AI项目因电力中断而面临困难。 https://slicast.com/ko/article/1djh8w5 Slicast ko 2026-10-10T01:02:30.000Z 스타게이트 AI 프로젝트(5,000억 달러 규모)가 정전 문제로 어려움을 겪고 있는 것으로 전해졌다. https://slicast.com/article/rmqow9 Slicast en 2026-10-09T23:57:00.000Z Oracle (NYSE: ORCL) is trucking natural gas to its data centers as pipeline delays mount. https://slicast.com/zh/article/rmqow9 Slicast zh-cn 2026-10-09T23:57:00.000Z 甲骨文（NYSE: ORCL）在管道建设延误增多的情况下，改用卡车将天然气运往其数据中心。 https://slicast.com/ko/article/rmqow9 Slicast ko 2026-10-09T23:57:00.000Z Oracle(NYSE: ORCL)은 파이프라인 지연이 늘어나는 가운데 데이터센터로 천연가스를 트럭으로 운송하고 있다. https://slicast.com/article/1l56xx7 Slicast en 2026-10-09T23:34:47.000Z Reports of a $20B discrepancy in OpenAI annualized revenue sent NVIDIA shares down nearly 3%. https://slicast.com/zh/article/1l56xx7 Slicast zh-cn 2026-10-09T23:34:47.000Z 有报道称OpenAI年化收入存在200亿美元的数据差异，英伟达股价随之下跌近3%。 https://slicast.com/ko/article/1l56xx7 Slicast ko 2026-10-09T23:34:47.000Z OpenAI 연간 환산 매출에서 200억 달러 규모의 불일치가 보도되면서 엔비디아(NVIDIA) 주가가 거의 3% 하락했다. https://slicast.com/article/kpv214 Slicast en 2026-10-09T23:25:36.000Z A former Super Micro contractor pleaded guilty in a $2.5B China server case involving diverting AI servers with Nvidia chips to China. https://slicast.com/zh/article/kpv214 Slicast zh-cn 2026-10-09T23:25:36.000Z 前超微电脑（Super Micro）承包商在一起涉及25亿美元对华服务器的案件中认罪，该案涉及将搭载英伟达芯片的AI服务器转运至中国。 https://slicast.com/ko/article/kpv214 Slicast ko 2026-10-09T23:25:36.000Z 슈퍼마이크로의 전직 외주 계약자가 엔비디아 칩이 탑재된 AI 서버를 중국으로 우회 반출한 25억 달러 규모의 중국 서버 사건과 관련해 유죄를 인정했다. https://slicast.com/article/mpj7ph Slicast en 2026-10-09T23:11:49.000Z Bloom Energy (BE) reported a billion-dollar quarter and AI power deals that a Yahoo Finance analysis says could be a game changer for the company. https://slicast.com/zh/article/mpj7ph Slicast zh-cn 2026-10-09T23:11:49.000Z Bloom Energy（BE）实现十亿美元级季度业绩并达成AI供电协议，相关分析认为这可能成为公司的重要转折点。 https://slicast.com/ko/article/mpj7ph Slicast ko 2026-10-09T23:11:49.000Z Bloom Energy(BE)가 분기 매출 10억 달러를 기록했으며, Yahoo Finance 분석에 따르면 AI 전력 계약이 회사에 게임 체인저가 될 수 있다고 한다. https://slicast.com/article/opf1jh Slicast en 2026-10-09T23:08:49.000Z TeraWulf (WULF) doubled power deal capacity at its Muskie campus to 1 GW, and its stock fell 11.1%. https://slicast.com/zh/article/opf1jh Slicast zh-cn 2026-10-09T23:08:49.000Z TeraWulf（WULF）将其Muskie园区的电力协议容量翻倍至1吉瓦，股价随之下跌11.1%。 https://slicast.com/ko/article/opf1jh Slicast ko 2026-10-09T23:08:49.000Z TeraWulf(WULF)은 Muskie 캠퍼스의 전력 계약 용량을 1GW로 두 배 늘렸으나, 주가는 11.1% 하락했다. https://slicast.com/article/1r7atvc Slicast en 2026-10-09T22:14:27.000Z CBRE Group (CBRE) has struck a new data center operations deal with Fermi. https://slicast.com/zh/article/1r7atvc Slicast zh-cn 2026-10-09T22:14:27.000Z 世邦魏理仕（CBRE Group，CBRE）与Fermi达成一项新的数据中心运营协议。 https://slicast.com/ko/article/1r7atvc Slicast ko 2026-10-09T22:14:27.000Z CBRE Group(CBRE)이 Fermi와 새로운 데이터센터 운영 계약을 체결했다. https://slicast.com/article/4c4ul5 Slicast en 2026-10-09T21:59:09.000Z Advanced packaging is emerging as the new bottleneck for AI chips in Asia. https://slicast.com/zh/article/4c4ul5 Slicast zh-cn 2026-10-09T21:59:09.000Z 先进封装正在成为亚洲AI芯片的新瓶颈。 https://slicast.com/ko/article/4c4ul5 Slicast ko 2026-10-09T21:59:09.000Z 첨단 패키징이 아시아에서 AI 칩의 새로운 병목으로 부상하고 있다. https://slicast.com/article/15ug0nl Slicast en 2026-10-09T21:39:33.000Z Base Electron has confidentially filed for a US IPO, citing demand for AI power infrastructure. https://slicast.com/zh/article/15ug0nl Slicast zh-cn 2026-10-09T21:39:33.000Z Base Electron已以保密方式提交美国首次公开募股（IPO）申请，理由是AI电力基础设施需求旺盛。 https://slicast.com/ko/article/15ug0nl Slicast ko 2026-10-09T21:39:33.000Z Base Electron가 AI 전력 인프라 수요를 배경으로 미국 증시 상장(IPO)을 위해 비공개로 신청서를 제출했다. https://slicast.com/article/16etern Slicast en 2026-10-09T21:37:04.000Z Black Hills will build 564 MW of new gas generation and manage a 2.1 GW microgrid for a Google data center in Wyoming. https://slicast.com/zh/article/16etern Slicast zh-cn 2026-10-09T21:37:04.000Z Black Hills将为谷歌位于怀俄明州的数据中心新建564兆瓦天然气发电设施，并管理一个2.1吉瓦的微电网。 https://slicast.com/ko/article/16etern Slicast ko 2026-10-09T21:37:04.000Z Black Hills는 와이오밍주 Google 데이터센터를 위해 564 MW 규모의 신규 가스 발전 설비를 건설하고, 2.1 GW 마이크로그리드를 운영할 예정이다. https://slicast.com/article/3j3mwl Slicast en 2026-10-09T21:36:03.000Z Chinese DRAM maker CXMT is now worth more than Intel after a strong Shanghai debut, while SanDisk and Micron shares came under pressure. https://slicast.com/zh/article/3j3mwl Slicast zh-cn 2026-10-09T21:36:03.000Z 中国DRAM厂商长鑫存储（CXMT）在上海上市首日表现强劲，市值已超过英特尔（Intel），闪迪（SanDisk）与美光（Micron）股价承压。 https://slicast.com/ko/article/3j3mwl Slicast ko 2026-10-09T21:36:03.000Z CXMT, 중국 DRAM 제조업체는 상하이 증시 데뷔에서 강세를 보이며 이제 인텔보다 시가총액이 커졌고, 반면 SanDisk와 Micron 주가는 하락 압력을 받았다. https://slicast.com/article/lhe8j6 Slicast en 2026-10-09T21:15:34.000Z Upscale AI is partnering with Nvidia while also competing with it. https://slicast.com/zh/article/lhe8j6 Slicast zh-cn 2026-10-09T21:15:34.000Z Upscale AI与英伟达合作，同时又与其形成竞争。 https://slicast.com/ko/article/lhe8j6 Slicast ko 2026-10-09T21:15:34.000Z Upscale AI는 Nvidia와 협력하는 동시에 경쟁하고 있다. https://slicast.com/article/19gilz6 Slicast en 2026-10-09T21:11:00.000Z AI Infrastructure Could Draw $10.3 Trillion in U.S. Investment Through 2032 https://slicast.com/zh/article/19gilz6 Slicast zh-cn 2026-10-09T21:11:00.000Z ITIF 报告:2025-2032 年美国 AI 基础设施投资或达 $10.3 万亿,年均占 GDP 3.6% https://slicast.com/ko/article/19gilz6 Slicast ko 2026-10-09T21:11:00.000Z AI 인프라에 2032년까지 미국 투자 10.3조 달러가 유입될 수 있다 https://slicast.com/article/12vvo9c Slicast en 2026-10-09T21:10:00.000Z IREN stock reports USD 707 million fiscal 2026 revenue https://slicast.com/zh/article/12vvo9c Slicast zh-cn 2026-10-09T21:10:00.000Z IREN FY2026 全年业绩:营收 $7.07 亿(+41.1%),净亏损 $7.03 亿 https://slicast.com/ko/article/12vvo9c Slicast ko 2026-10-09T21:10:00.000Z IREN, 회계연도 2026 매출 7억 700만 달러 보고 https://slicast.com/article/15yv3b6 Slicast en 2026-10-09T21:09:00.000Z NVIDIA Rubin Architecture: Everything You Must Know https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-09T21:09:00.000Z NVIDIA Vera Rubin GPU 进入量产部署,性能为 Blackwell 的 5 倍,每 Token 成本降 10 倍 https://slicast.com/ko/article/15yv3b6 Slicast ko 2026-10-09T21:09:00.000Z NVIDIA Rubin 아키텍처: 알아야 할 모든 것 https://slicast.com/article/va393y Slicast en 2026-10-09T21:08:00.000Z AI is heading toward a cash-flow negative inflection point, and spending will slow in 2027 https://slicast.com/zh/article/va393y Slicast zh-cn 2026-10-09T21:08:00.000Z 法兴 Albert Edwards 预警 AI 投资泡沫,Fortune 指超大规模厂商 2027 年或迎资本开支拐点 https://slicast.com/ko/article/va393y Slicast ko 2026-10-09T21:08:00.000Z AI는 현금흐름 적자 전환점을 향하고 있으며, 2027년에는 투자 지출이 둔화될 것이다 https://slicast.com/article/1a07urg Slicast en 2026-10-09T21:07:00.000Z Nscale, AI Cloud and Infrastructure Platform, Files for NYSE IPO https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-09T21:07:00.000Z NVIDIA 支持的英国 neocloud Nscale 赴纽交所 IPO,据报目标估值 $300 亿 https://slicast.com/ko/article/1a07urg Slicast ko 2026-10-09T21:07:00.000Z Nscale, AI 클라우드 및 인프라 플랫폼 기업, NYSE 상장 신청서 제출 https://slicast.com/article/96s2hm Slicast en 2026-10-09T21:06:00.000Z Anthropic has chosen Nasdaq for its October IPO https://slicast.com/zh/article/96s2hm Slicast zh-cn 2026-10-09T21:06:00.000Z Anthropic IPO 路演本月中旬启动,据报目标估值 $2 万亿,已锁定 Nasdaq https://slicast.com/ko/article/96s2hm Slicast ko 2026-10-09T21:06:00.000Z Anthropic, 10월 IPO 상장 거래소로 나스닥 선정 https://slicast.com/article/10zxzwm Slicast en 2026-10-09T21:05:57.000Z CloudHQ is advancing a second substation at its data center campus in Mexico's Querétaro. https://slicast.com/zh/article/10zxzwm Slicast zh-cn 2026-10-09T21:05:57.000Z CloudHQ正在推进其位于墨西哥克雷塔罗（Querétaro）数据中心园区的第二座变电站。 https://slicast.com/ko/article/10zxzwm Slicast ko 2026-10-09T21:05:57.000Z CloudHQ는 멕시코 케레타로에 있는 자사 데이터센터 캠퍼스에서 두 번째 변전소 건설을 추진하고 있다. https://slicast.com/article/vihm0g Slicast en 2026-10-09T21:05:00.000Z Data Center Cancellations Surpass $260 Billion in 2026 https://slicast.com/zh/article/vihm0g Slicast zh-cn 2026-10-09T21:05:00.000Z 2026 年数据中心取消项目突破 $2,600 亿,Q3 单季取消量超过去年全年 https://slicast.com/ko/article/vihm0g Slicast ko 2026-10-09T21:05:00.000Z 2026년 데이터센터 취소 규모 2,600억 달러 돌파 https://slicast.com/article/1mv9hfx Slicast en 2026-10-09T21:04:00.000Z Senate Investigation Challenges Big Tech's Case for AI Data Centers https://slicast.com/zh/article/1mv9hfx Slicast zh-cn 2026-10-09T21:04:00.000Z 美国参议院 AI 数据中心调查公开:大型科技公司被指误导公众、转嫁电费 https://slicast.com/ko/article/1mv9hfx Slicast ko 2026-10-09T21:04:00.000Z 상원 조사, 빅테크의 AI 데이터센터 명분에 의문 제기 https://slicast.com/article/1cszzsp Slicast en 2026-10-09T21:03:00.000Z Broadcom Is Arranging $50 Billion So OpenAI Can Buy Its Chips https://slicast.com/zh/article/1cszzsp Slicast zh-cn 2026-10-09T21:03:00.000Z Broadcom 为 OpenAI 定制 AI 芯片项目筹资逾 $500 亿私人信贷 https://slicast.com/ko/article/1cszzsp Slicast ko 2026-10-09T21:03:00.000Z Broadcom, OpenAI 칩 구매 위해 500억 달러 조달 추진 https://slicast.com/article/1ma070y Slicast en 2026-10-09T21:02:00.000Z IREN Drops 4% as SemiAnalysis Flags Its Canadian Data Centers https://slicast.com/zh/article/1ma070y Slicast zh-cn 2026-10-09T21:02:00.000Z SemiAnalysis 炮轰 IREN 不列颠哥伦比亚旧设施,股价周内累跌逾 12% https://slicast.com/ko/article/1ma070y Slicast ko 2026-10-09T21:02:00.000Z IREN, SemiAnalysis, 캐나다 데이터센터 지적으로 주가 4% 하락 https://slicast.com/article/19n9i9 Slicast en 2026-10-09T21:01:00.000Z Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report https://slicast.com/zh/article/19n9i9 Slicast zh-cn 2026-10-09T21:01:00.000Z OpenAI 年化营收被下修至约 $500 亿,AI 算力股 10 月 8 日集体重挫 https://slicast.com/ko/article/19n9i9 Slicast ko 2026-10-09T21:01:00.000Z 엔비디아, 오라클, 코어위브 등 AI 관련주, OpenAI 매출 보고서에 하락 https://slicast.com/article/1ekwvid Slicast en 2026-10-09T20:49:22.000Z Google and Constellation reached an 11-unit uprate plan, with Constellation to invest $4.3 billion. https://slicast.com/zh/article/1ekwvid Slicast zh-cn 2026-10-09T20:49:22.000Z 谷歌与Constellation达成涉及11台机组的功率提升计划，Constellation将投资43亿美元。 https://slicast.com/ko/article/1ekwvid Slicast ko 2026-10-09T20:49:22.000Z Google와 Constellation은 11개 호기에 대한 출력 증강(uprate) 계획에 합의했으며, Constellation은 43억 달러를 투자할 예정이다. https://slicast.com/article/isugtn Slicast en 2026-10-09T20:33:49.000Z Digital Realty Trust has filed a Form 8-K current report with the SEC, a first-hand disclosure whose specific contents are not included in the item. https://slicast.com/zh/article/isugtn Slicast zh-cn 2026-10-09T20:33:49.000Z Digital Realty Trust已向美国SEC提交8-K表格当期报告，这是一份一手披露文件，但该条目未包含具体内容。 https://slicast.com/ko/article/isugtn Slicast ko 2026-10-09T20:33:49.000Z Digital Realty Trust가 SEC에 Form 8-K 수시보고서를 제출했습니다. 다만 해당 항목에는 구체적인 공시 내용이 포함되어 있지 않습니다. https://slicast.com/article/jro4a0 Slicast en 2026-10-09T20:32:33.000Z Startup Fortune reports that leaked OpenAI financials show the numbers behind the AI bubble finally cracking. https://slicast.com/zh/article/jro4a0 Slicast zh-cn 2026-10-09T20:32:33.000Z Startup Fortune报道称，泄露的OpenAI财务数据显示，支撑AI泡沫的数字基础正在出现裂痕。 https://slicast.com/ko/article/jro4a0 Slicast ko 2026-10-09T20:32:33.000Z Startup Fortune은 유출된 OpenAI 재무 자료를 보도하며, AI 거품의 이면에 있던 수치들이 마침내 균열을 보이고 있다고 전했다. https://slicast.com/article/fombh0 Slicast en 2026-10-09T20:29:51.000Z Nvidia-backed AI data center firm Firmus has seen its IPO fall through, with its $30 billion valuation questioned after weak subscription demand from US investors. https://slicast.com/zh/article/fombh0 Slicast zh-cn 2026-10-09T20:29:51.000Z 英伟达（NVDA）支持的AI数据中心公司Firmus，其IPO告吹，300亿美元估值因美国投资者认购需求疲弱而受到质疑。 https://slicast.com/ko/article/fombh0 Slicast ko 2026-10-09T20:29:51.000Z Nvidia 지원을 받은 AI 데이터센터 기업 Firmus의 기업공개(IPO)가 무산됐다. 미국 투자자들의 저조한 청약 수요로 인해 300억 달러 규모의 기업가치에 대한 의문이 제기되고 있다. https://slicast.com/commentary/openai-2026-10-09 Slicast en 2026-10-09T20:24:52.059Z OpenAI Annualized Revenue, October 2026: $50 Billion Actual vs. $70 Billion Previously Cited https://slicast.com/zh/commentary/openai-2026-10-09 Slicast zh-cn 2026-10-09T20:24:52.059Z OpenAI年化收入，2026年10月：实际约500亿美元，较此前披露的700亿美元低约200亿美元 https://slicast.com/article/4370ea Slicast en 2026-10-09T20:23:40.000Z A semiconductor newsletter argues that the AI packaging opportunity extends beyond TSMC to other players. https://slicast.com/zh/article/4370ea Slicast zh-cn 2026-10-09T20:23:40.000Z 一份半导体通讯文章认为，AI先进封装的机遇不仅限于台积电。 https://slicast.com/ko/article/4370ea Slicast ko 2026-10-09T20:23:40.000Z AI 패키징 시장의 기회가 TSMC에만 국한되지 않고 다른 업체들에게도 확대되고 있다는 것이 한 반도체 뉴스레터의 주장이다. https://slicast.com/commentary/digitalocean-2026-10-09 Slicast en 2026-10-09T20:15:13.654Z DigitalOcean AI Strategy, October 2026: 212% AI ARR Growth Against the Neocloud-Lowest Capex https://slicast.com/zh/commentary/digitalocean-2026-10-09 Slicast zh-cn 2026-10-09T20:15:13.654Z DigitalOcean AI战略，2026年10月：AI客户ARR同比增长212%，资本支出列新云末位 https://slicast.com/article/1k8px01 Slicast en 2026-10-09T20:10:39.000Z Big Tech is borrowing hundreds of billions of dollars for AI, and bond investors are growing cautious, according to Crypto Briefing. https://slicast.com/zh/article/1k8px01 Slicast zh-cn 2026-10-09T20:10:39.000Z 据Crypto Briefing报道，科技巨头为AI借入数千亿美元，债券投资者开始变得谨慎。 https://slicast.com/ko/article/1k8px01 Slicast ko 2026-10-09T20:10:39.000Z 빅테크 기업들이 AI 투자를 위해 수천억 달러 규모의 자금을 차입하고 있으며, 채권 투자자들의 경계심이 커지고 있다고 Crypto Briefing이 보도했다. https://slicast.com/article/1jcbc1p Slicast en 2026-10-09T20:10:00.000Z TeraWulf says it will take legal action if Lansing pursues a data center ban. https://slicast.com/zh/article/1jcbc1p Slicast zh-cn 2026-10-09T20:10:00.000Z TeraWulf表示，如果Lansing推动数据中心禁令，它将采取法律行动。 https://slicast.com/ko/article/1jcbc1p Slicast ko 2026-10-09T20:10:00.000Z TeraWulf는 Lansing이 데이터센터 금지를 추진할 경우 법적 조치를 취하겠다고 밝혔다. https://slicast.com/brief/2026-10-10 Slicast en 2026-10-09T20:04:41.252Z Latest AI Infrastructure News: October 10, 2026 https://slicast.com/zh/brief/2026-10-10 Slicast zh-cn 2026-10-09T20:04:41.252Z AI 基础设施新闻早报 · 2026年10月10日 https://slicast.com/ko/brief/2026-10-10 Slicast ko 2026-10-09T20:04:41.252Z 최신 AI 인프라 뉴스 · 2026년 10월 10일 https://slicast.com/article/17c0r27 Slicast en 2026-10-09T20:02:04.000Z ERCOT projects a surge in power demand in the 2030s driven by data center growth. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-09T20:02:04.000Z ERCOT预计到2030年代，数据中心增长将推动电力需求大幅攀升。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-09T20:02:04.000Z ERCOT는 데이터센터 확산에 힘입어 2030년대에 전력 수요가 급증할 것으로 전망했다. https://slicast.com/article/1k45b2c Slicast en 2026-10-09T20:00:00.000Z Cleveland.com reports on who would bear the costs if Ohio data-center projects do not materialize. https://slicast.com/zh/article/1k45b2c Slicast zh-cn 2026-10-09T20:00:00.000Z Cleveland.com报道了，如果Ohio的数据中心项目未能落地，相关成本将由谁承担。 https://slicast.com/ko/article/1k45b2c Slicast ko 2026-10-09T20:00:00.000Z Cleveland.com은 오하이오주의 데이터센터 프로젝트가 실현되지 않을 경우 누가 그 비용을 부담하게 될지에 대해 보도했다. https://slicast.com/article/1peylte Slicast en 2026-10-09T19:54:44.000Z Goldman Sachs' Snider says AI will drive a strong US earnings season. https://slicast.com/zh/article/1peylte Slicast zh-cn 2026-10-09T19:54:44.000Z 高盛的Snider表示，AI将推动美国新一季财报季表现强劲。 https://slicast.com/ko/article/1peylte Slicast ko 2026-10-09T19:54:44.000Z Goldman Sachs의 Snider, AI가 미국 실적 시즌을 견인할 것이라고 밝혀 https://slicast.com/article/7q3qwx Slicast en 2026-10-09T19:29:26.000Z Canada's Pembina advances a gas-fired data center project. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-10-09T19:29:26.000Z 加拿大Pembina推进一个燃气发电的数据中心项目。 https://slicast.com/ko/article/7q3qwx Slicast ko 2026-10-09T19:29:26.000Z Canada's Pembina advances a gas-fired data center project. Wait, I need to correct my previous output. Let me provide the translation properly: 캐나다의 Pembina, 가스 발전 기반 데이터센터 프로젝트 추진 https://slicast.com/article/vt4rap Slicast en 2026-10-09T19:28:49.000Z Bloom Energy's CEO says NIMBY pushback against data centers is a boon for the company. https://slicast.com/zh/article/vt4rap Slicast zh-cn 2026-10-09T19:28:49.000Z Bloom Energy首席执行官表示，针对数据中心的邻避效应（NIMBY）反对声浪反而利好公司。 https://slicast.com/ko/article/vt4rap Slicast ko 2026-10-09T19:28:49.000Z Bloom Energy의 CEO는 데이터센터에 대한 님비(NIMBY) 반발이 회사에 오히려 호재라고 말했다. https://slicast.com/article/13gw0b7 Slicast en 2026-10-09T19:19:04.000Z Lam Research shares edged lower ahead of an $8.1 billion AI test, according to Yahoo Finance, but the item gives no detail on what the $8.1 billion AI test refers to. https://slicast.com/zh/article/13gw0b7 Slicast zh-cn 2026-10-09T19:19:04.000Z 据Yahoo Finance报道，泛林集团（Lam Research）股价在一项81亿美元的「AI测试」前小幅走低，但文中未说明该测试具体指什么。 https://slicast.com/ko/article/13gw0b7 Slicast ko 2026-10-09T19:19:04.000Z Lam Research 주가는 81억 달러 규모의 AI 테스트를 앞두고 소폭 하락했다고 Yahoo Finance가 보도했다. 다만 해당 기사는 81억 달러 AI 테스트가 무엇을 가리키는지에 대한 세부 내용은 제공하지 않았다. https://slicast.com/article/ma0md0 Slicast en 2026-10-09T19:15:48.000Z The Register reports that AWS AgentCore security can be undone by a prompt requesting credentials, with tokens transmitted in metadata, weak VM isolation and expansive permissions. https://slicast.com/zh/article/ma0md0 Slicast zh-cn 2026-10-09T19:15:48.000Z The Register报道，AWS AgentCore的安全防护可被一条索要凭证的提示词绕过，令牌经元数据传输，虚拟机隔离薄弱，权限过于宽泛。 https://slicast.com/ko/article/ma0md0 Slicast ko 2026-10-09T19:15:48.000Z The Register는 AWS AgentCore의 보안이 자격 증명을 요청하는 프롬프트에 의해 무력화될 수 있다고 보도했다. 토큰이 메타데이터로 전송되고, VM 격리가 취약하며, 권한이 과도하게 넓다는 문제도 함께 지적됐다. https://slicast.com/article/1k5ndnx Slicast en 2026-10-09T19:07:00.000Z The Tech Buzz reports that batteries are now cheaper than gas turbines for data centers. https://slicast.com/zh/article/1k5ndnx Slicast zh-cn 2026-10-09T19:07:00.000Z The Tech Buzz报道，对数据中心而言，电池储能如今已比燃气轮机更便宜。 https://slicast.com/ko/article/1k5ndnx Slicast ko 2026-10-09T19:07:00.000Z The Tech Buzz는 이제 데이터센터 전력 공급에 있어 배터리가 가스터빈보다 저렴하다고 보도했다. https://slicast.com/article/3ucau9 Slicast en 2026-10-09T19:04:38.000Z Americans for Tax Reform argues that Google's partnership with Constellation shows tech companies can improve grid capacity. https://slicast.com/zh/article/3ucau9 Slicast zh-cn 2026-10-09T19:04:38.000Z Americans for Tax Reform认为，谷歌与Constellation的合作表明，科技公司有能力提升电网容量。 https://slicast.com/ko/article/3ucau9 Slicast ko 2026-10-09T19:04:38.000Z 미국 세금개혁연대(Americans for Tax Reform)는 구글과 Constellation의 파트너십이 기술 기업들이 전력망 용량을 개선할 수 있음을 보여준다고 주장한다. https://slicast.com/article/sp1fr1 Slicast en 2026-10-09T18:53:16.000Z Applied Materials and Intel have announced a partnership to accelerate next-generation chipmaking, according to Communications Today. https://slicast.com/zh/article/sp1fr1 Slicast zh-cn 2026-10-09T18:53:16.000Z 据Communications Today报道，应用材料与英特尔宣布合作，加速下一代芯片制造。 https://slicast.com/ko/article/sp1fr1 Slicast ko 2026-10-09T18:53:16.000Z Applied Materials와 Intel이 차세대 반도체 제조를 가속화하기 위한 파트너십을 발표했다고 Communications Today가 보도했다. https://slicast.com/article/1cjntm9 Slicast en 2026-10-09T18:50:51.000Z OpenAI, Nvidia, Anthropic and others have pledged $2.4 billion in computing resources to Trump's Genesis Mission. https://slicast.com/zh/article/1cjntm9 Slicast zh-cn 2026-10-09T18:50:51.000Z OpenAI、英伟达、Anthropic等公司已承诺向特朗普的Genesis Mission提供价值24亿美元的算力资源。 https://slicast.com/ko/article/1cjntm9 Slicast ko 2026-10-09T18:50:51.000Z OpenAI, Nvidia, Anthropic 등이 트럼프 행정부의 Genesis Mission에 24억 달러 규모의 컴퓨팅 자원을 제공하기로 약속했다. https://slicast.com/article/3kgxf9 Slicast en 2026-10-09T18:42:43.000Z Data Center Knowledge reports that Firmus and PLDT pulled data center IPOs this week while governments pressed pause on development across Asia-Pacific. https://slicast.com/zh/article/3kgxf9 Slicast zh-cn 2026-10-09T18:42:43.000Z Data Center Knowledge报道，Firmus与PLDT本周撤回了数据中心IPO，同时多国政府施压要求亚太地区暂停相关开发。 https://slicast.com/ko/article/3kgxf9 Slicast ko 2026-10-09T18:42:43.000Z Data Center Knowledge는 이번 주 Firmus와 PLDT가 데이터센터 IPO를 철회했으며, 아시아·태평양 전역에서 정부들이 개발 중단을 압박하고 있다고 보도했다. https://slicast.com/article/150wn09 Slicast en 2026-10-09T18:35:41.000Z GF has unveiled a roadmap for what it calls the world's most advanced FD-SOI platform for physical AI. https://slicast.com/zh/article/150wn09 Slicast zh-cn 2026-10-09T18:35:41.000Z GF发布路线图，旨在打造其所称全球最先进的物理AI全耗尽型绝缘体上硅（FD-SOI）平台。 https://slicast.com/ko/article/150wn09 Slicast ko 2026-10-09T18:35:41.000Z GF가 물리적 AI(physical AI)를 위한 세계 최고 수준의 FD-SOI 플랫폼이라고 밝힌 로드맵을 공개했다. https://slicast.com/article/mfkfnb Slicast en 2026-10-09T18:35:27.000Z Oracle stock is poised for its best week since 1999, according to Stocktwits. https://slicast.com/zh/article/mfkfnb Slicast zh-cn 2026-10-09T18:35:27.000Z 据Stocktwits报道，甲骨文（ORCL）股价有望录得1999年以来最佳周表现。 https://slicast.com/ko/article/mfkfnb Slicast ko 2026-10-09T18:35:27.000Z Stocktwits에 따르면 Oracle 주가는 1999년 이후 최고의 한 주를 맞을 준비를 하고 있다. https://slicast.com/article/j3js2d Slicast en 2026-10-09T18:28:25.000Z Anthropic is adding dynamic workflows to Claude Managed Agents, letting a lead agent distribute tasks across up to 1,000 sub-agents at once. https://slicast.com/zh/article/j3js2d Slicast zh-cn 2026-10-09T18:28:25.000Z Anthropic为Claude Managed Agents新增动态工作流，允许主智能体同时将任务分配给多达1,000个子智能体。 https://slicast.com/ko/article/j3js2d Slicast ko 2026-10-09T18:28:25.000Z Anthropic은 Claude Managed Agents에 동적 워크플로를 추가하여, 리드 에이전트가 최대 1,000개의 하위 에이전트에 작업을 동시에 분배할 수 있도록 합니다. https://slicast.com/article/pq0y0w Slicast en 2026-10-09T18:00:00.000Z OpenAI and Anthropic are hiring a former Trump administration official, according to Analytics Insight. https://slicast.com/zh/article/pq0y0w Slicast zh-cn 2026-10-09T18:00:00.000Z 据Analytics Insight报道，OpenAI与Anthropic正在聘请一名前特朗普政府官员。 https://slicast.com/ko/article/pq0y0w Slicast ko 2026-10-09T18:00:00.000Z OpenAI와 Anthropic이 트럼프 행정부 전직 관리를 채용하고 있다고 Analytics Insight가 보도했다. https://slicast.com/article/4splsm Slicast en 2026-10-09T17:50:58.000Z The US Department of Energy has selected SLAC National Accelerator Laboratory to lead an AI catalysis project under the Genesis Mission, with partners on eight other projects. https://slicast.com/zh/article/4splsm Slicast zh-cn 2026-10-09T17:50:58.000Z 美国能源部已选定SLAC National Accelerator Laboratory牵头Genesis Mission下的一个AI催化项目，并与另外8个项目展开合作。 https://slicast.com/ko/article/4splsm Slicast ko 2026-10-09T17:50:58.000Z 미국 에너지부는 제네시스 미션 산하 AI 촉매 프로젝트의 주관 기관으로 SLAC 국립가속기연구소를 선정했으며, 해당 연구소는 다른 8개 프로젝트의 파트너 기관과 함께 참여한다. https://slicast.com/article/mx50re Slicast en 2026-10-09T17:20:34.000Z OpenAI's annualized revenue rate is about $50 billion, well below the initially reported $70 billion figure that used a different accounting method, as the company seeks $30 billion in fresh capital. https://slicast.com/zh/article/mx50re Slicast zh-cn 2026-10-09T17:20:34.000Z OpenAI的年化收入速率约为500亿美元，远低于此前报道的700亿美元（该数字采用的是另一种会计口径），目前该公司正在寻求300亿美元新增资本。 https://slicast.com/ko/article/mx50re Slicast ko 2026-10-09T17:20:34.000Z OpenAI의 연간환산 매출 규모는 약 500억 달러로, 다른 회계 방식을 적용했던 최초 보도의 700억 달러에 크게 못 미치며, 회사는 300억 달러 규모의 신규 자금 조달을 추진 중이다. https://slicast.com/article/1cksxgy Slicast en 2026-10-09T17:08:00.000Z Data Center Accelerator Market to Reach USD 605.42 Billion by 2035 as Rack-Scale AI Systems and Inference Demand Accelerate Deployment - DC Market Insights https://slicast.com/zh/article/1cksxgy Slicast zh-cn 2026-10-09T17:08:00.000Z 数据中心加速器市场将于2035年达到USD 605.42 Billion,机架级AI系统与推理需求加速部署 - DC Market Insights https://slicast.com/ko/article/1cksxgy Slicast ko 2026-10-09T17:08:00.000Z 데이터센터 가속기 시장,랙 스케일 AI 시스템과 추론 수요 확대에 힘입어 2035년 6,054억 2,000만 달러 도달 전망 - DC Market Insights https://slicast.com/article/1vx6o16 Slicast en 2026-10-09T16:07:46.000Z Bitdeer has expanded its mining agreement with Soluna to 35MW, building on the deal announced in August. https://slicast.com/zh/article/1vx6o16 Slicast zh-cn 2026-10-09T16:07:46.000Z Bitdeer已将其与Soluna的挖矿协议扩大至35兆瓦，此次扩展建立在8月宣布的协议基础上。 https://slicast.com/ko/article/1vx6o16 Slicast ko 2026-10-09T16:07:46.000Z Bitdeer는 Soluna와의 채굴 계약을 35MW로 확대했으며, 이는 8월에 발표된 계약을 토대로 한 것이다. https://slicast.com/article/155m3cv Slicast en 2026-10-09T16:00:51.000Z Bikash Koley, Google's VP of global infrastructure and capacity, is leaving Google to head TPU neocloud Crux AI. https://slicast.com/zh/article/155m3cv Slicast zh-cn 2026-10-09T16:00:51.000Z Google全球基础设施与容量副总裁Bikash Koley即将离开Google，出任基于TPU的新型AI云服务商Crux AI的负责人。 https://slicast.com/ko/article/155m3cv Slicast ko 2026-10-09T16:00:51.000Z Google의 글로벌 인프라 및 용량 담당 부사장 Bikash Koley가 Google을 떠나 TPU 네오클라우드 Crux AI를 이끌 예정이다. https://slicast.com/article/m7pgqg Slicast en 2026-10-09T15:50:34.000Z A municipality in northern Italy rejected an 80MW data center plan, arguing it conflicts with the municipality's environmental policy. https://slicast.com/zh/article/m7pgqg Slicast zh-cn 2026-10-09T15:50:34.000Z 意大利北部一个市政当局否决了一项80兆瓦数据中心规划，理由是该规划有违其环境政策。 https://slicast.com/ko/article/m7pgqg Slicast ko 2026-10-09T15:50:34.000Z 북부 이탈리아의 한 지방자치단체가 해당 지역 환경 정책과 상충한다는 이유로 80MW 규모 데이터센터 계획을 거부했다. https://slicast.com/article/1xy2tls Slicast en 2026-10-09T15:37:54.000Z Fermilab will lead two new Genesis Mission awards focused on custom microelectronics and advancing quantum information science. https://slicast.com/zh/article/1xy2tls Slicast zh-cn 2026-10-09T15:37:54.000Z Fermilab将牵头两项新的Genesis Mission资助，重点是定制微电子器件和推进量子信息科学研究。 https://slicast.com/ko/article/1xy2tls Slicast ko 2026-10-09T15:37:54.000Z Fermilab은 맞춤형 마이크로일렉트로닉스 개발과 양자정보과학 발전에 초점을 맞춘 두 개의 신규 Genesis Mission 과제를 주도할 예정이다. https://slicast.com/article/1kgh2s9 Slicast en 2026-10-09T15:30:34.000Z Digital Realty has begun work on KIX15, a new 24MW building on its Osaka campus in Japan. https://slicast.com/zh/article/1kgh2s9 Slicast zh-cn 2026-10-09T15:30:34.000Z Digital Realty已开始建设位于日本大阪园区的KIX15数据中心，这座新楼将新增24兆瓦容量。 https://slicast.com/ko/article/1kgh2s9 Slicast ko 2026-10-09T15:30:34.000Z Digital Realty는 일본 오사카 캠퍼스에 24MW 규모의 신규 건물 KIX15 건설에 착수했다. https://slicast.com/article/obh8a8 Slicast en 2026-10-09T15:20:00.000Z xAI's Michael Roberson has joined OpenAI's infrastructure team as a commissioning program manager, alongside other SpaceXAI staff and former Meta employees. https://slicast.com/zh/article/obh8a8 Slicast zh-cn 2026-10-09T15:20:00.000Z xAI的Michael Roberson已加入OpenAI基础设施团队，担任调试与投运项目经理，同期还有其他SpaceXAI员工及前Meta员工加入。 https://slicast.com/ko/article/obh8a8 Slicast ko 2026-10-09T15:20:00.000Z xAI의 Michael Roberson이 OpenAI 인프라팀에 시운전(commissioning) 프로그램 매니저로 합류했으며, 다른 SpaceXAI 직원 및 전 Meta 직원들도 함께 합류했다. https://slicast.com/article/ueqofl Slicast en 2026-10-09T15:12:27.000Z Development of a data center in Trzebnica, Poland is uncertain after a local councilor unearthed the application and claimed its details had been hidden from scrutiny. https://slicast.com/zh/article/ueqofl Slicast zh-cn 2026-10-09T15:12:27.000Z 波兰Trzebnica的一个数据中心项目前景不明，当地一名市议员披露了该申请，并称其细节被刻意隐瞒，未接受公众审查。 https://slicast.com/ko/article/ueqofl Slicast ko 2026-10-09T15:12:27.000Z 폴란드 트셰브니차에 추진 중인 데이터센터 개발 계획이 불투명해졌다. 한 지방의원이 신청서를 찾아내 해당 세부 내용이 검토에서 은폐되었다고 주장했기 때문이다. https://slicast.com/article/1w14gvi Slicast en 2026-10-09T15:00:00.000Z Keysight Showcases AI Infrastructure Validation Advances Across Scale-Up, Scale-Out, Scale-Across Networks to Inference at 2026 OCP https://slicast.com/zh/article/1w14gvi Slicast zh-cn 2026-10-09T15:00:00.000Z Keysight在2026年OCP大会上展示AI基础设施验证进展,覆盖Scale-Up、Scale-Out、Scale-Across网络及推理 https://slicast.com/article/w5w7wt Slicast en 2026-10-09T14:35:00.000Z Co-Development Partners Big Watt Digital and PowerHouse Data Centers Announce Planning Approval for Taylor Technology Campus https://slicast.com/zh/article/w5w7wt Slicast zh-cn 2026-10-09T14:35:00.000Z 共同开发合作伙伴Big Watt Digital与PowerHouse Data Centers宣布Taylor科技园区规划获批 https://slicast.com/article/182vauj Slicast en 2026-10-09T14:27:53.000Z A $366 million data center project linked to Anthropic has been filed in Cedar Creek, Texas, with its first building on Earl Callahan Road. https://slicast.com/zh/article/182vauj Slicast zh-cn 2026-10-09T14:27:53.000Z 一个与Anthropic相关、投资额为3.66亿美元的数据中心项目已在得克萨斯州Cedar Creek提交备案，首栋楼将位于Earl Callahan Road。 https://slicast.com/ko/article/182vauj Slicast ko 2026-10-09T14:27:53.000Z Anthropic과 연관된 3억 6,600만 달러 규모의 데이터센터 프로젝트가 텍사스주 시더크릭에서 신고되었으며, 첫 번째 건물은 Earl Callahan Road에 들어설 예정이다. https://slicast.com/article/1e45d4g Slicast en 2026-10-09T14:27:51.000Z SoftBank is reportedly seeking $100 billion from Gulf investors to fund its AI push. https://slicast.com/zh/article/1e45d4g Slicast zh-cn 2026-10-09T14:27:51.000Z 软银据报道正寻求从海湾地区投资者处筹集1000亿美元,为其人工智能布局提供资金。 https://slicast.com/ko/article/1e45d4g Slicast ko 2026-10-09T14:27:51.000Z SoftBank가 AI 사업 확대를 위해 걸프 지역 투자자들로부터 1,000억 달러를 조달하려는 것으로 전해졌다. https://slicast.com/article/1i1cs39 Slicast en 2026-10-09T14:27:49.000Z PJM Interconnection has granted fast-track interconnection approval to Engie and LS Power totaling 2.1 GW, including Engie's two storage projects of nearly 1.7 GW and LS Power's 455-MW gas-fired uprat https://slicast.com/zh/article/1i1cs39 Slicast zh-cn 2026-10-09T14:27:49.000Z PJM Interconnection已批准Engie与LS Power共计2.1吉瓦的快速通道并网申请，其中包括Engie的两个储能项目（合计近1.7吉瓦）以及LS Power的455兆瓦燃气机组扩容项目。 https://slicast.com/ko/article/1i1cs39 Slicast ko 2026-10-09T14:27:49.000Z PJM Interconnection이 Engie와 LS Power에 총 2.1GW 규모의 신속 처리(fast-track) 계통연계 승인을 부여했으며, 여기에는 Engie의 약 1.7GW 규모 저장장치 프로젝트 두 건과 LS Power의 455MW 가스발전 증설(uprate)이 포함된다. https://slicast.com/article/19mttwq Slicast en 2026-10-09T14:11:00.000Z SpaceX is seeking $40 billion in financing to fund purchases of Nvidia AI chips, reportedly for xAI's Colossus AI compute build-out. https://slicast.com/zh/article/19mttwq Slicast zh-cn 2026-10-09T14:11:00.000Z SpaceX 正寻求 400 亿美元融资，用于采购 Nvidia AI 芯片，据报道将用于 xAI 的 Colossus AI 算力扩建。 https://slicast.com/ko/article/19mttwq Slicast ko 2026-10-09T14:11:00.000Z SpaceX는 xAI의 Colossus AI 컴퓨팅 확장에 사용될 것으로 알려진 Nvidia AI 칩 구매 자금 조달을 위해 400억 달러 규모의 자금을 모색하고 있다. https://slicast.com/article/tv7mml Slicast en 2026-10-09T13:49:05.000Z US investor-owned gas and electric utilities requested a record $4.5 billion in rate increases in the third quarter, according to a PowerLines report. https://slicast.com/zh/article/tv7mml Slicast zh-cn 2026-10-09T13:49:05.000Z 根据PowerLines周三发布的报告，美国投资者所有的燃气和电力公用事业公司在第三季度提出了创纪录的45亿美元电价上调申请。 https://slicast.com/ko/article/tv7mml Slicast ko 2026-10-09T13:49:05.000Z 미국 민간 소유 가스·전력 공기업들이 PowerLines 보고서에 따르면 3분기에 사상 최대인 45억 달러 규모의 요금 인상을 요청했다. https://slicast.com/article/1p25bfd Slicast en 2026-10-09T13:48:00.000Z A Data Center Dynamics analysis argues that noise ordinances are failing to keep pace with data center growth and that the noise issue should not be ignored. https://slicast.com/zh/article/1p25bfd Slicast zh-cn 2026-10-09T13:48:00.000Z 一篇Data Center Dynamics评论文章认为，噪声条例已跟不上数据中心的发展速度，噪声问题不应被忽视。 https://slicast.com/ko/article/1p25bfd Slicast ko 2026-10-09T13:48:00.000Z Data Center Dynamics 분석에 따르면, 소음 규제가 데이터센터의 성장 속도를 따라가지 못하고 있으며, 소음 문제를 간과해서는 안 된다고 주장한다. https://slicast.com/article/b3nwhr Slicast en 2026-10-09T13:44:00.000Z Global PC shipments have cratered 20% as rising prices hammer demand, after buyers rushed to beat earlier hikes and AI-fueled component shortages sent costs soaring. https://slicast.com/zh/article/b3nwhr Slicast zh-cn 2026-10-09T13:44:00.000Z 随着价格上涨打击需求，全球个人电脑出货量暴跌20%。今年早些时候买家曾抢在涨价前购买，但随着人工智能推动的零部件短缺推高成本，需求已大幅萎缩。 https://slicast.com/ko/article/b3nwhr Slicast ko 2026-10-09T13:44:00.000Z 글로벌 PC 출하량이 가격 상승으로 수요가 위축되면서 20% 급감했다. 앞선 가격 인상 전에 구매자들이 몰렸고, AI 수요로 인한 부품 부족이 비용을 크게 끌어올린 여파다. https://slicast.com/article/17trgmz Slicast en 2026-10-09T12:35:00.000Z A US order targets Chinese grid hardware, with the report noting that AI data center battery storage faces greater exposure as a result. https://slicast.com/zh/article/17trgmz Slicast zh-cn 2026-10-09T12:35:00.000Z 美国相关命令针对中国电网硬件,报告指出,AI数据中心电池储能因此面临更大的敞口风险。 https://slicast.com/ko/article/17trgmz Slicast ko 2026-10-09T12:35:00.000Z 미국의 대중국 중국산 전력망 장비 대상 행정명령과 관련해, 보고서는 이에 따라 AI 데이터센터 배터리 저장장치가 더 큰 영향을 받게 될 것이라고 지적했다. https://slicast.com/article/qrx9so Slicast en 2026-10-09T12:00:55.000Z Nvidia reportedly plans to invest in inference chip startup d-Matrix, which was seeking additional funds at a targeted $5bn valuation. https://slicast.com/zh/article/qrx9so Slicast zh-cn 2026-10-09T12:00:55.000Z 据报道，英伟达计划投资推理芯片初创公司d-Matrix，后者此前正寻求融资，目标估值为50亿美元。 https://slicast.com/ko/article/qrx9so Slicast ko 2026-10-09T12:00:55.000Z Nvidia는 추론 칩 스타트업 d-Matrix에 투자할 계획인 것으로 전해졌으며, d-Matrix는 50억 달러 기업가치를 목표로 추가 자금을 모집하고 있던 것으로 알려졌다. https://slicast.com/article/14pthw5 Slicast en 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC files 10-K: annual report (10-K) https://slicast.com/zh/article/14pthw5 Slicast zh-cn 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC 提交 10-K：年度报告(10-K) https://slicast.com/ko/article/14pthw5 Slicast ko 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC 10-K 제출: 연차보고서(10-K) https://slicast.com/article/y6wc71 Slicast en 2026-10-09T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: entry into a material agreement, creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/y6wc71 Slicast zh-cn 2026-10-09T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/s0ndan Slicast en 2026-10-09T11:30:40.000Z The Iraqi government has revealed plans for five data centers, to be located in Baghdad, Basra, and Mosul. https://slicast.com/zh/article/s0ndan Slicast zh-cn 2026-10-09T11:30:40.000Z 伊拉克政府公布了建设五座数据中心的计划，选址位于巴格达、巴士拉和摩苏尔。 https://slicast.com/ko/article/s0ndan Slicast ko 2026-10-09T11:30:40.000Z 이라크 정부가 바그다드, 바스라, 모술에 들어설 다섯 개의 데이터센터 건설 계획을 발표했다. https://slicast.com/article/9c2siw Slicast en 2026-10-09T11:10:05.000Z PC shipments fell over 20% in 3Q26, down 15.8 million units, with chip shortages hitting Lenovo, HP and Dell hardest. https://slicast.com/zh/article/9c2siw Slicast zh-cn 2026-10-09T11:10:05.000Z 2026年第三季度个人电脑出货量下降超过20%，减少1580万台，芯片短缺对联想、惠普和戴尔的打击最为严重。 https://slicast.com/ko/article/9c2siw Slicast ko 2026-10-09T11:10:05.000Z 3Q26 PC 출하량이 20% 이상 감소하며 1,580만 대 줄었고, 칩 부족의 영향으로 Lenovo, HP, Dell이 가장 큰 타격을 입었다. https://slicast.com/article/120og3a Slicast en 2026-10-09T10:58:37.000Z Bitdeer AI signed a 67MW AI cloud agreement in Malaysia, a 10-year lease engineered for GB300 NVL72 deployments. https://slicast.com/zh/article/120og3a Slicast zh-cn 2026-10-09T10:58:37.000Z Bitdeer AI在马来西亚签署了一份67MW的人工智能云协议，这是一份为GB300 NVL72部署设计的10年期租约。 https://slicast.com/ko/article/120og3a Slicast ko 2026-10-09T10:58:37.000Z Bitdeer AI, Malaysia에서 67MW 규모의 AI 클라우드 계약을 체결했다. 이 10년 임대 계약은 GB300 NVL72 배치를 위해 설계되었다. https://slicast.com/article/1rzj6av Slicast en 2026-10-09T10:36:34.000Z Reports say OpenAI's revenue is about $20 billion lower than previously reported, which sparked a selloff in AI stocks, including Nvidia and AMD, and raised questions about whether the compute boom ca https://slicast.com/zh/article/1rzj6av Slicast zh-cn 2026-10-09T10:36:34.000Z 据报道，OpenAI的收入比此前披露的数字低约200亿美元，这一消息引发了包括英伟达（Nvidia）和AMD在内的AI股票抛售，并引发市场对算力热潮能否由现金流支撑的质疑。 https://slicast.com/ko/article/1rzj6av Slicast ko 2026-10-09T10:36:34.000Z OpenAI의 매출이 기존 보도보다 약 200억 달러 낮다는 보도가 나오면서 Nvidia와 AMD를 포함한 AI 관련 주식이 급락했고, 컴퓨팅 투자 붐을 현금흐름으로 뒷받침할 수 있는지에 대한 의문이 제기됐다. https://slicast.com/article/1vlmfdl Slicast en 2026-10-09T10:30:38.000Z IT service provider Infomaniak is listing on the Swiss stock exchange; it serves more than 300,000 European customers and operates three data centers in Switzerland. https://slicast.com/zh/article/1vlmfdl Slicast zh-cn 2026-10-09T10:30:38.000Z 瑞士IT服务商Infomaniak将在瑞士证券交易所挂牌上市，目前服务超过30万名欧洲客户，并在瑞士运营三座数据中心。 https://slicast.com/ko/article/1vlmfdl Slicast ko 2026-10-09T10:30:38.000Z IT 서비스 업체 Infomaniak가 스위스 증권거래소에 상장할 예정이다. 이 회사는 30만 명이 넘는 유럽 고객에게 서비스를 제공하며 스위스에서 3개의 데이터센터를 운영하고 있다. https://slicast.com/article/pm2krk Slicast en 2026-10-09T10:30:00.000Z Kioxia unveiled E1.L SSDs for hyperscalers with up to 122.88TB capacity in a compact form factor under its LD4-series, though performance details remain unclear. https://slicast.com/zh/article/pm2krk Slicast zh-cn 2026-10-09T10:30:00.000Z 铠侠推出面向超大规模云厂商的E1.L固态硬盘，采用紧凑型规格，最大容量达122.88TB，属于LD4系列，但性能细节仍不明确。 https://slicast.com/ko/article/pm2krk Slicast ko 2026-10-09T10:30:00.000Z Kioxia, 하이퍼스케일러용 E1.L SSD 공개… 컴팩트 폼팩터에 최대 122.88TB 용량 탑재, LD4 시리즈 소속 성능 세부 사항은 아직 명확하지 않음 https://slicast.com/article/1loipot Slicast en 2026-10-09T10:18:29.000Z Solidigm, a subsidiary of SK hynix, is preparing an IPO, which the report describes as the largest semiconductor IPO. https://slicast.com/zh/article/1loipot Slicast zh-cn 2026-10-09T10:18:29.000Z SK海力士旗下的Solidigm正筹划上市，报道称这将是规模最大的半导体首次公开募股。 https://slicast.com/ko/article/1loipot Slicast ko 2026-10-09T10:18:29.000Z Solidigm, SK하이닉스의 자회사가 기업공개(IPO)를 준비 중이며, 보도에 따르면 이는 역대 최대 규모의 반도체 IPO다. https://slicast.com/article/ljonyh Slicast en 2026-10-09T10:06:57.000Z Australian AI data centre developer Firmus has scrapped a planned A$7 billion (about US$5 billion) IPO, reportedly after the listing ran into market resistance. https://slicast.com/zh/article/ljonyh Slicast zh-cn 2026-10-09T10:06:57.000Z 澳大利亚AI数据中心开发商Firmus已取消计划中的70亿澳元(约50亿美元)IPO,据报道,此前上市计划在市场上遭遇阻力。 https://slicast.com/ko/article/ljonyh Slicast ko 2026-10-09T10:06:57.000Z 호주의 AI 데이터센터 개발사 Firmus가 70억 호주달러(약 50억 달러) 규모의 기업공개(IPO) 계획을 철회했다. 시장의 저항에 부딪힌 것이 원인이었다고 보도됐다. https://slicast.com/article/1sx1flf Slicast en 2026-10-09T09:41:16.000Z An Australian AI compute factory valued at US$30bn has seen its IPO fail, a setback to Nvidia-linked valuation hopes in Australia. https://slicast.com/zh/article/1sx1flf Slicast zh-cn 2026-10-09T09:41:16.000Z 一家估值300亿美元的澳大利亚人工智能算力工厂首次公开募股失败，对与英伟达相关的澳洲估值预期构成打击。 https://slicast.com/ko/article/1sx1flf Slicast ko 2026-10-09T09:41:16.000Z 호주의 가치 300억 달러 규모 AI 컴퓨팅 팩토리가 기업공개(IPO)에 실패하며, 호주 내 엔비디아 연계 기업가치 기대에 차질이 빚어졌다. https://slicast.com/article/1rpj9or Slicast en 2026-10-09T09:14:00.000Z After eight years in DSP chips, Credo has moved into optics, pushing bandwidth up from 800G within a year of launching its ZeroFlap optical module line last October. https://slicast.com/zh/article/1rpj9or Slicast zh-cn 2026-10-09T09:14:00.000Z Credo做了八年数字信号处理芯片后开始切入光芯片领域，自去年10月推出ZeroFlap光模块产品线以来，一年内已将产品带宽从800G向更高水平推进。 https://slicast.com/ko/article/1rpj9or Slicast ko 2026-10-09T09:14:00.000Z Credo는 8년간 DSP 칩 사업을 해온 끝에 광학 분야로 진출했으며, 지난해 10월 ZeroFlap 광모듈 라인을 출시한 지 1년 만에 800G를 넘어 대역폭을 끌어올리고 있다. https://slicast.com/article/10am20w Slicast en 2026-10-09T09:00:00.000Z ThisWay Global will convert a bankrupt data center project at Texas A&M's RELLIS Campus into a 73 MW AI and research hub in Bryan, Texas, offering compute to researchers, public-sector and industry us https://slicast.com/zh/article/10am20w Slicast zh-cn 2026-10-09T09:00:00.000Z ThisWay Global将把德州农工大学RELLIS Campus内一个已破产的数据中心项目改造为73MW的人工智能与科研中心，项目位于得克萨斯州布赖恩市，将向研究人员、公共部门和产业用户提供算力。 https://slicast.com/ko/article/10am20w Slicast ko 2026-10-09T09:00:00.000Z ThisWay Global는 파산한 데이터센터 프로젝트를 텍사스 A&M 대학교 RELLIS 캠퍼스 부지에 73MW 규모의 AI 및 연구 허브로 전환할 예정이다. 텍사스주 브라이언에 들어설 이 허브는 연구자, 공공부문 및 산업계 사용자에게 컴퓨팅 자원을 제공할 계획이다. https://slicast.com/article/k9fe9g Slicast en 2026-10-09T08:24:39.000Z Data Center Busways Market by IT Load, Data Center Type, https://slicast.com/zh/article/k9fe9g Slicast zh-cn 2026-10-09T08:24:39.000Z 数据中心母线槽市场(按IT负载、数据中心类型等划分) https://slicast.com/article/15fgjym Slicast en 2026-10-09T05:45:00.000Z Tencent is reportedly planning to issue a $5 billion offshore bond, possibly to raise more capital for its AI push. https://slicast.com/zh/article/15fgjym Slicast zh-cn 2026-10-09T05:45:00.000Z 据报道，腾讯拟发行50亿美元离岸债券，或将筹集更多资金加码AI。 https://slicast.com/ko/article/15fgjym Slicast ko 2026-10-09T05:45:00.000Z Tencent는 AI 사업 확대를 위한 자금 조달 목적으로 50억 달러 규모의 역외 채권 발행을 추진하는 것으로 알려졌다. https://slicast.com/article/2uqd4m Slicast en 2026-10-09T02:58:28.000Z PPPL has joined the Genesis Mission project, led by Commonwealth Fusion Systems, to build an AI digital twin for fusion energy with four U.S. Department of Energy National Labs, industry players and u https://slicast.com/zh/article/2uqd4m Slicast zh-cn 2026-10-09T02:58:28.000Z PPPL加入了由Commonwealth Fusion Systems牵头的Genesis Mission项目，共同构建聚变能源的AI数字孪生，参与方包括四个美国能源部国家实验室、产业伙伴和高校研究人员。 https://slicast.com/ko/article/2uqd4m Slicast ko 2026-10-09T02:58:28.000Z PPPL은 Commonwealth Fusion Systems가 주도하는 Genesis Mission 프로젝트에 합류하여, 미국 에너지부 산하 4개 국립연구소, 산업계 참여 기업 및 대학 연구진과 함께 핵융합 에너지를 위한 AI 디지털 트윈을 구축하고 있습니다. https://slicast.com/article/1l8rhgc Slicast en 2026-10-09T02:41:22.000Z Berkeley Lab reports that the US Department of Energy has announced significant funding to scale up promising projects applying Artificial Intelligence to particle accelerators. https://slicast.com/zh/article/1l8rhgc Slicast zh-cn 2026-10-09T02:41:22.000Z Berkeley Lab报道称，美国能源部宣布为扩大用于粒子加速器的人工智能项目提供大额资金。 https://slicast.com/ko/article/1l8rhgc Slicast ko 2026-10-09T02:41:22.000Z Berkeley Lab는 미국 에너지부(DOE)가 입자가속기에 인공지능을 적용하는 유망한 프로젝트의 규모를 확대하기 위해 상당한 규모의 자금 지원을 발표했다고 보도했다. https://slicast.com/article/4hx14u Slicast en 2026-10-09T01:21:00.000Z Australian Nvidia-backed AI data centre operator Firmus has shelved its IPO after would-be investors showed scepticism. https://slicast.com/zh/article/4hx14u Slicast zh-cn 2026-10-09T01:21:00.000Z 英伟达支持的澳大利亚AI数据中心运营商Firmus搁置了首次公开募股计划，潜在投资者对其持怀疑态度。 https://slicast.com/ko/article/4hx14u Slicast ko 2026-10-09T01:21:00.000Z 호주의 엔비디아 투자 지원을 받는 AI 데이터센터 운영사 Firmus가 잠재 투자자들의 회의적인 반응을 보인 뒤 기업공개(IPO)를 보류했다. https://slicast.com/article/9z1n6c Slicast en 2026-10-09T00:32:00.000Z Hitachi Joins Anthropic’s Critical Infrastructure Defense Program https://slicast.com/zh/article/9z1n6c Slicast zh-cn 2026-10-09T00:32:00.000Z Hitachi加入Anthropic关键基础设施防御计划 https://slicast.com/article/zo9fn9 Slicast en 2026-10-09T00:08:52.000Z A Ukrainian drone attack has knocked out a Russian datacenter, and Yandex says bringing the affected cloud region back into operation may not be possible. https://slicast.com/zh/article/zo9fn9 Slicast zh-cn 2026-10-09T00:08:52.000Z 一架乌克兰无人机袭击击毁了一座俄罗斯数据中心，Yandex表示该云区域恢复运营可能无法实现。 https://slicast.com/ko/article/zo9fn9 Slicast ko 2026-10-09T00:08:52.000Z 우크라이나의 드론 공격으로 러시아의 한 데이터센터가 마비됐으며, Yandex는 피해를 입은 클라우드 리전을 다시 가동하는 것이 불가능할 수도 있다고 밝혔다.