https://slicast.com/article/1d7bthr Slicast en 2026-10-29T15:05:24.000Z AEP raised its capital investment plan 30% to $100 billion for generation and transmission. Its contracted large-load pipeline rose 22% to 84 GW, driven mainly by a 10.4-GW data center in Ohio being d https://slicast.com/zh/article/1d7bthr Slicast zh-cn 2026-10-29T15:05:24.000Z AEP将发电与输电资本投资计划上调30%至1000亿美元。其签约大负荷项目管线增长22%至84吉瓦,主要受SB Energy在俄亥俄州开发的10.4吉瓦数据中心推动。 https://slicast.com/ko/article/1d7bthr Slicast ko 2026-10-29T15:05:24.000Z AEP는 발전 및 송전 부문 자본 투자 계획을 30% 상향 조정한 1,000억 달러로 확대했다. 계약된 대규모 부하 파이프라인은 22% 증가한 84GW로 늘었으며, 이는 주로 SB Energy가 개발 중인 오하이오주 10.4GW 규모 데이터센터에 기인한다. https://slicast.com/article/11dzbre Slicast en 2026-10-29T11:30:01.000Z According to CNBC, Google and Microsoft have postponed raising their capital expenditure forecasts, which signals a slowdown in the AI data-center build-out. https://slicast.com/zh/article/11dzbre Slicast zh-cn 2026-10-29T11:30:01.000Z 根据CNBC报道,谷歌(Google)和微软(Microsoft)推迟了上调资本支出预期的计划,这表明AI数据中心建设步伐正在放缓。 https://slicast.com/ko/article/11dzbre Slicast ko 2026-10-29T11:30:01.000Z CNBC에 따르면 Google과 Microsoft는 자본적 지출(CAPEX) 전망 상향 조정을 연기했으며, 이는 AI 데이터센터 구축 속도가 둔화되고 있음을 시사한다. https://slicast.com/article/3h38rn Slicast en 2026-10-29T11:30:00.000Z Anthropic's S-1 IPO filing shows that most of its $8.9 billion first-half compute spend went to R&D, with less than a third estimated to serve Claude customers. https://slicast.com/zh/article/3h38rn Slicast zh-cn 2026-10-29T11:30:00.000Z Anthropic 的 S-1 IPO 招股文件显示,其上半年 89 亿美元的算力支出中,大部分用于研发,估计不到三分之一用于服务 Claude 客户。 https://slicast.com/ko/article/3h38rn Slicast ko 2026-10-29T11:30:00.000Z Anthropic의 S-1 IPO 신고서에 따르면, 상반기 컴퓨팅 지출 89억 달러 대부분은 R&D에 쓰였으며, 고객 서비스에 사용된 비중은 3분의 1 미만으로 추정된다. https://slicast.com/article/te2bpi Slicast en 2026-10-29T10:59:34.000Z Marvell has proposed acquiring Lumentum, which moved optical-communications stocks in pre-market trading: MRVL fell more than 11%, LITE rose more than 4%, and COHR slipped 0.63%. https://slicast.com/zh/article/te2bpi Slicast zh-cn 2026-10-29T10:59:34.000Z Marvell 提议收购 Lumentum,此消息带动光通信板块盘前交易走势分化:MRVL 跌逾 11%,LITE 涨逾 4%,COHR 下跌 0.63%。 https://slicast.com/ko/article/te2bpi Slicast ko 2026-10-29T10:59:34.000Z Marvell가 Lumentum 인수를 제안하면서 시간외 거래에서 광통신 관련 주가가 움직였다. MRVL은 11% 넘게 하락했고, LITE는 4% 넘게 상승했으며, COHR은 0.63% 밀렸다. https://slicast.com/article/1psmw9c Slicast en 2026-10-29T10:17:13.000Z Naver has closed a $10 billion investment from Brookfield and Nvidia, funds that will go toward building out data centers and buying GPUs. https://slicast.com/zh/article/1psmw9c Slicast zh-cn 2026-10-29T10:17:13.000Z Naver已完成来自Brookfield和Nvidia的100亿美元投资,资金将用于建设数据中心和采购GPU。 https://slicast.com/ko/article/1psmw9c Slicast ko 2026-10-29T10:17:13.000Z 네이버가 브룩필드와 엔비디아로부터 100억 달러 규모의 투자를 유치했다. 이번 자금은 데이터센터 구축과 GPU 구매에 투입될 예정이다. https://slicast.com/commentary/d-matrix-2026-10-28 Slicast en 2026-10-28T21:14:29.415Z d-Matrix Squadron Compute Cluster, October 2026: From Single Chip to Data-Center Scale https://slicast.com/zh/commentary/d-matrix-2026-10-28 Slicast zh-cn 2026-10-28T21:14:29.415Z d-Matrix Squadron计算集群，2026年10月：从单芯片扩展至数据中心规模 https://slicast.com/article/1tivecr Slicast en 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 https://slicast.com/zh/article/1tivecr Slicast zh-cn 2026-10-28T21:11:00.000Z 全球基于 Chiplet 的 GPU 市场 2026–2031 年预测规模 $137.5 亿,CAGR 约 38% https://slicast.com/ko/article/1tivecr Slicast ko 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 Wait, I need to correct that: the translation should be in Korean. Here is the translation: 글로벌 칩렛 기반 GP https://slicast.com/article/u1ph1e Slicast en 2026-10-28T21:10:00.000Z Crusoe and Lancium Announce 1.0 Gigawatt AI Data Center Campus in Childress, Texas https://slicast.com/zh/article/u1ph1e Slicast zh-cn 2026-10-28T21:10:00.000Z Crusoe + Lancium 宣布德克萨斯州 1GW AI 数据中心园区,Q3 2026 动工 https://slicast.com/ko/article/u1ph1e Slicast ko 2026-10-28T21:10:00.000Z Crusoe와 Lancium, 텍사스주 칠드레스에 1.0기가와트 규모 AI 데이터센터 캠퍼스 발표 https://slicast.com/commentary/northern-data-2026-10-28 Slicast en 2026-10-28T21:09:33.067Z Northern Data Stake, October 2026: RUM Group Nears Full Control After Reported $13.7 Billion AI Deal https://slicast.com/zh/commentary/northern-data-2026-10-28 Slicast zh-cn 2026-10-28T21:09:33.067Z Northern Data持股比例，2026年10月：RUM集团在137亿美元AI交易后接近完全控制 https://slicast.com/article/1ob4kqd Slicast en 2026-10-28T21:09:00.000Z IREN to Release Q1 FY27 Results on November 5, 2026 https://slicast.com/zh/article/1ob4kqd Slicast zh-cn 2026-10-28T21:09:00.000Z IREN Q1 FY27 财报定于 11 月 5 日发布,分析师预测营收 $2.40 亿,AI Cloud 占比升至 80% https://slicast.com/ko/article/1ob4kqd Slicast ko 2026-10-28T21:09:00.000Z IREN, Q1 FY27 실적 발표 예정: 2026년 11월 5일 https://slicast.com/article/c74fhq Slicast en 2026-10-28T21:07:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-28T21:07:00.000Z 超大规模厂商 2026 年合计 capex 逼近 $7,250 亿,同比增幅约 79% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-28T21:07:00.000Z AI 투자 2026: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/von49b Slicast en 2026-10-28T21:06:00.000Z NVIDIA backs six chip suppliers in $279B push to break AI capacity bottleneck https://slicast.com/zh/article/von49b Slicast zh-cn 2026-10-28T21:06:00.000Z NVIDIA 在 GTC Berlin 与 6 家供应商签 $2,790 亿产能扩张协议,Amkor 封装增 300%、SPIL 光引擎增 15 倍 https://slicast.com/ko/article/von49b Slicast ko 2026-10-28T21:06:00.000Z NVIDIA, AI 생산 능력 병목 해소를 위해 칩 공급업체 6곳에 투자… 2,790억 달러 규모 https://slicast.com/article/1suu02s Slicast en 2026-10-28T21:04:00.000Z OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA https://slicast.com/zh/article/1suu02s Slicast zh-cn 2026-10-28T21:04:00.000Z OpenAI 据报道计划采购 Google TPU,Oracle 明年引入 TPU 云服务——NVIDIA 最大客户多元化加速 https://slicast.com/ko/article/1suu02s Slicast ko 2026-10-28T21:04:00.000Z OpenAI, 구글 TPU 구매 계획 보도…오라클, 2027년 클라우드에 TPU 도입으로 NVIDIA에 압박 https://slicast.com/article/10efzpn Slicast en 2026-10-28T21:03:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/10efzpn Slicast zh-cn 2026-10-28T21:03:00.000Z Musk 警告 200 家 neocloud "灭亡性并购",CRWV 跌 5%、IREN 跌 3%、NBIS 跌 2% https://slicast.com/ko/article/10efzpn Slicast ko 2026-10-28T21:03:00.000Z Elon Musk "neocloud 200여 곳, 구피 수준의 죽음에 직면" 발언 https://slicast.com/article/vcakin Slicast en 2026-10-28T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/vcakin Slicast zh-cn 2026-10-28T21:01:00.000Z Anthropic 提交 S-1,目标估值 $1.5–2T,H1 营收 $163 亿同比暴增逾 14 倍 https://slicast.com/ko/article/vcakin Slicast ko 2026-10-28T21:01:00.000Z Anthropic, 나스닥 IPO 신청서 제출… 기업가치 최대 2조 달러 목표 https://slicast.com/article/dwoygw Slicast en 2026-10-28T21:01:00.000Z NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development https://slicast.com/zh/article/dwoygw Slicast zh-cn 2026-10-28T21:01:00.000Z NIPSCO将通过数据中心开发为电力客户节省$57.5 Million https://slicast.com/ko/article/dwoygw Slicast ko 2026-10-28T21:01:00.000Z NIPSCO, 데이터센터 개발로 전기 고객에게 5,750만 달러 절감 혜택 제공 https://slicast.com/commentary/sk-hynix-2026-10-28 Slicast en 2026-10-28T20:46:22.017Z SK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 Billion https://slicast.com/zh/commentary/sk-hynix-2026-10-28 Slicast zh-cn 2026-10-28T20:46:22.017Z SK海力士订单，2026年10月：DRAM与HBM订单排至2029年，利润飙升至620亿美元 https://slicast.com/commentary/samsung-2026-10-28 Slicast en 2026-10-28T20:26:06.482Z Samsung vs SK Hynix: HBM Revenue Leadership, October 2026 https://slicast.com/zh/commentary/samsung-2026-10-28 Slicast zh-cn 2026-10-28T20:26:06.482Z 三星与SK海力士HBM收入主导权对比，2026年10月 https://slicast.com/commentary/iren-2026-10-28 Slicast en 2026-10-28T20:16:09.138Z IREN $363 Million Wingspire Financing, October 2026 https://slicast.com/zh/commentary/iren-2026-10-28 Slicast zh-cn 2026-10-28T20:16:09.138Z IREN：3.63亿美元Wingspire设备融资，2026年10月 https://slicast.com/brief/2026-10-29 Slicast en 2026-10-28T20:06:56.807Z Latest AI Infrastructure News: October 29, 2026 https://slicast.com/zh/brief/2026-10-29 Slicast zh-cn 2026-10-28T20:06:56.807Z AI 基础设施新闻早报 · 2026年10月29日 https://slicast.com/ko/brief/2026-10-29 Slicast ko 2026-10-28T20:06:56.807Z 최신 AI 인프라 뉴스 · 2026년 10월 29일 https://slicast.com/article/1gnx5y2 Slicast en 2026-10-28T19:22:02.000Z AMD is reportedly putting $1 billion into AI infrastructure, according to a Simply Wall St analysis. https://slicast.com/zh/article/1gnx5y2 Slicast zh-cn 2026-10-28T19:22:02.000Z 据Simply Wall St分析，超威半导体正投入10亿美元于AI基础设施。 https://slicast.com/ko/article/1gnx5y2 Slicast ko 2026-10-28T19:22:02.000Z AMD가 Simply Wall St 분석에 따르면 AI 인프라에 10억 달러를 투자할 것으로 알려졌다. https://slicast.com/article/emp6ns Slicast en 2026-10-28T19:02:16.000Z Reuters reports, citing sources, that the US DOJ is inquiring about Nvidia's purchase of Hugging Face. https://slicast.com/zh/article/emp6ns Slicast zh-cn 2026-10-28T19:02:16.000Z 据路透社援引消息人士报道，美国司法部正在调查英伟达收购Hugging Face一事。 https://slicast.com/ko/article/emp6ns Slicast ko 2026-10-28T19:02:16.000Z 로이터는 소식통을 인용해 미국 법무부가 엔비디아의 허깅페이스 인수와 관련해 조사를 진행하고 있다고 보도했다. https://slicast.com/article/me0dra Slicast en 2026-10-28T18:56:04.000Z CXMT is reportedly two months away from limited HBM3E production, according to Softonic. https://slicast.com/zh/article/me0dra Slicast zh-cn 2026-10-28T18:56:04.000Z 据Softonic报道，长鑫存储的HBM3E限量生产预计还需约两个月。 https://slicast.com/ko/article/me0dra Slicast ko 2026-10-28T18:56:04.000Z CXMT가 Softonic 보도에 따르면 HBM3E의 제한적 양산까지 두 달 남았다고 한다. https://slicast.com/article/1si2kq7 Slicast en 2026-10-28T18:51:37.000Z Altera announced the Agilex 27, the first Agilex 2X platform to add 800GbE and 1.6TbE networking, with features such as LPDDR6 and 1.6TbE support coming in 2027. https://slicast.com/zh/article/1si2kq7 Slicast zh-cn 2026-10-28T18:51:37.000Z Altera发布Agilex 27，这是首款新增800GbE和1.6TbE网络支持的Agilex 2X平台，其LPDDR6和1.6TbE等功能将于2027年推出。 https://slicast.com/ko/article/1si2kq7 Slicast ko 2026-10-28T18:51:37.000Z Altera는 Agilex 27을 발표했다. 이는 800GbE 및 1.6TbE 네트워킹을 추가한 최초의 Agilex 2X 플랫폼이며, LPDDR6 및 1.6TbE 지원 등의 기능은 2027년에 제공될 예정이다. https://slicast.com/article/17pejg6 Slicast en 2026-10-28T18:33:09.000Z Tata Communications will invest $450 million in 10,000km of AI-ready fiber to support data center connectivity in India. https://slicast.com/zh/article/17pejg6 Slicast zh-cn 2026-10-28T18:33:09.000Z Tata Communications将投资4.5亿美元，建设1万公里面向AI的光纤，以支持印度的数据中心互联。 https://slicast.com/ko/article/17pejg6 Slicast ko 2026-10-28T18:33:09.000Z Tata Communications는 인도 내 데이터센터 연결을 지원하기 위해 AI 대응 광케이블 10,000km 구축에 4억 5,000만 달러를 투자할 예정이다. https://slicast.com/article/j84nwc Slicast en 2026-10-28T18:32:10.000Z KBRA assigned preliminary ratings to up to $525 million of US Signal notes secured against ten data centers, with a final maturity of November 2056. https://slicast.com/zh/article/j84nwc Slicast zh-cn 2026-10-28T18:32:10.000Z KBRA为最高5.25亿美元的US Signal票据给予初步评级，这些票据以十座数据中心作为担保，最终到期日为2056年11月。 https://slicast.com/ko/article/j84nwc Slicast ko 2026-10-28T18:32:10.000Z KBRA는 데이터센터 10곳을 담보로 한 US Signal 채권 최대 5억 2,500만 달러에 대해 예비 등급을 부여했으며, 최종 만기는 2056년 11월이다. https://slicast.com/article/8nnkcn Slicast en 2026-10-28T18:11:52.000Z The DOJ has charged a California man with smuggling $300 million in Nvidia chips to China. https://slicast.com/zh/article/8nnkcn Slicast zh-cn 2026-10-28T18:11:52.000Z 美国司法部指控一名加州男子向中国走私价值3亿美元的英伟达芯片。 https://slicast.com/ko/article/8nnkcn Slicast ko 2026-10-28T18:11:52.000Z 미국 법무부(DOJ)는 캘리포니아 주민 한 명을 엔비디아 칩 3억 달러어치를 중국으로 밀반출한 혐의로 기소했다. https://slicast.com/article/1i2r3lu Slicast en 2026-10-28T17:18:08.000Z Vertiv shares jumped 14 percent after its data center earnings beat expectations, reversing a steady decline amid market uncertainty. https://slicast.com/zh/article/1i2r3lu Slicast zh-cn 2026-10-28T17:18:08.000Z 维谛技术的数据中心业务财报超出预期，股价大涨14%，扭转了此前因市场不确定性导致的持续下跌。 https://slicast.com/ko/article/1i2r3lu Slicast ko 2026-10-28T17:18:08.000Z Vertiv 주가는 데이터센터 부문 실적이 예상을 웃돌면서 14% 급등했으며, 시장 불확실성 속에서 이어지던 완만한 하락세를 반전시켰다. https://slicast.com/article/x5g6qh Slicast en 2026-10-28T17:02:14.000Z Malaysian customs seized 30 servers containing more than $12 million worth of advanced AI chips at Kuala Lumpur International Airport, and authorities are investigating the case. https://slicast.com/zh/article/x5g6qh Slicast zh-cn 2026-10-28T17:02:14.000Z 马来西亚海关在吉隆坡国际机场查获30台服务器，内含价值超过1200万美元的先进AI芯片，当局正在调查此案。 https://slicast.com/ko/article/x5g6qh Slicast ko 2026-10-28T17:02:14.000Z 말레이시아 세관당국이 쿠알라룸푸르 국제공항에서 1,200만 달러 이상 상당의 첨단 AI 칩이 탑재된 서버 30대를 압수했으며, 당국은 해당 사건을 조사하고 있다. https://slicast.com/article/1yav5yt Slicast en 2026-10-28T16:48:21.000Z The UK budget sets out grid connection incentives for data centers under a new 'covenant', with the chancellor also aiming to help the public benefit from AI upsides. https://slicast.com/zh/article/1yav5yt Slicast zh-cn 2026-10-28T16:48:21.000Z 英国预算案提出在新的“契约”框架下为数据中心提供并网激励，财政大臣还表示旨在让公众从AI带来的收益中受益。 https://slicast.com/ko/article/1yav5yt Slicast ko 2026-10-28T16:48:21.000Z 영국 예산안은 새로운 '협약(covenant)'에 따라 데이터센터의 전력망 연결 인센티브를 제시했으며, 재무장관은 공공이 AI의 성과를 누릴 수 있도록 하는 데에도 목표를 두고 있다. https://slicast.com/article/21h0hg Slicast en 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow predicted 'progress' on data center projects after the midterms, blaming political 'spin' for permitting setbacks on an earnings call, but did not address the more than $ https://slicast.com/zh/article/21h0hg Slicast zh-cn 2026-10-28T16:46:53.000Z CMS Energy首席执行官Garrick Rochow在财报电话会上预计，中期选举后数据中心项目将取得“进展”，并将许可受挫归咎于政治“误导性言论”，但未回应该公司提及的超过3亿美元相关金额。 https://slicast.com/ko/article/21h0hg Slicast ko 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow는 실적 발표 콘퍼런스콜에서 중간선거 이후 데이터센터 프로젝트에서 '진전'이 있을 것이라고 전망하면서, 인허가 차질의 원인을 정치적 '스핀'에 돌렸다. 다만 회사가 언급한 3억 달러 이상의 금액에 대해서는 설명하지 않았다. https://slicast.com/article/1ublg2j Slicast en 2026-10-28T16:37:51.000Z Data Igloo wants to develop a storage-focused data center on a former pulp mill in New Zealand's Ruapehu region. https://slicast.com/zh/article/1ublg2j Slicast zh-cn 2026-10-28T16:37:51.000Z Data Igloo计划在新西兰鲁阿佩胡地区的一座前纸浆厂建设以存储为重点的数据中心。 https://slicast.com/ko/article/1ublg2j Slicast ko 2026-10-28T16:37:51.000Z Data Igloo는 뉴질랜드 루아페후 지역의 옛 펄프 공장 부지에 스토리지 중심의 데이터센터를 개발할 계획이다. https://slicast.com/article/18m5p0y Slicast en 2026-10-28T16:31:09.000Z An economy.ac analysis argues CXMT is accelerating memory catch-up by changing cell structures to get around EUV limitations, aided by massive IPO proceeds, domestic demand and technology allegedly le https://slicast.com/zh/article/18m5p0y Slicast zh-cn 2026-10-28T16:31:09.000Z 经济分析网站economy.ac称，长鑫存储正通过改变单元结构以绕开极紫外光刻的限制，加快存储追赶，其背后有巨额首次公开募股募资、国内需求以及据称从韩国泄露的技术支撑。 https://slicast.com/ko/article/18m5p0y Slicast ko 2026-10-28T16:31:09.000Z CXMT는 EUV 장비 제약을 우회하기 위해 셀 구조를 변경하는 방식으로 메모리 추격 속도를 높이고 있다고 economy.ac 분석이 주장했다. 이 과정에는 대규모 IPO 수익, 국내 수요, 그리고 한국에서 유출되었다고 알려진 기술이 뒷받침하고 있다. https://slicast.com/article/1841qio Slicast en 2026-10-28T16:23:01.000Z CXMT (ChangXin Memory) plans to start HBM3E mass production by the end of 2026, according to TechPowerUp. https://slicast.com/zh/article/1841qio Slicast zh-cn 2026-10-28T16:23:01.000Z 据TechPowerUp报道，长鑫存储（CXMT）计划在2026年底前开始量产HBM3E。 https://slicast.com/ko/article/1841qio Slicast ko 2026-10-28T16:23:01.000Z CXMT(ChangXin Memory)는 TechPowerUp에 따르면 2026년 말까지 HBM3E 양산을 시작할 계획이다. https://slicast.com/article/1ij41ou Slicast en 2026-10-28T16:20:49.000Z Blockchain and crypto firm Blockmate Ventures has bought an Nvidia B200 cluster to enter the neocloud market, partnering with Scannit, which will host the hardware in an undisclosed data center. https://slicast.com/zh/article/1ij41ou Slicast zh-cn 2026-10-28T16:20:49.000Z 加密货币公司Blockmate Ventures进军新型云服务市场，购入一套英伟达B200集群，并与Scannit合作，由后者在一个未披露的数据中心托管硬件。 https://slicast.com/ko/article/1ij41ou Slicast ko 2026-10-28T16:20:49.000Z 블록체인·암호화폐 기업 Blockmate Ventures가 네오클라우드 시장 진출을 위해 Nvidia B200 클러스터를 구매했다. 이 회사는 하드웨어를 비공개 데이터센터에 입주시킬 예정인 Scannit과 파트너십을 맺었다. https://slicast.com/article/6s9p4j Slicast en 2026-10-28T16:18:45.000Z Edtech firm Genius Group plans to pivot into data centers, partnering with FingerMotion and BlueFlare on a project in Canada. https://slicast.com/zh/article/6s9p4j Slicast zh-cn 2026-10-28T16:18:45.000Z 教育科技公司Genius Group计划转型数据中心业务，并与FingerMotion和BlueFlare合作在加拿大开展一个项目。 https://slicast.com/ko/article/6s9p4j Slicast ko 2026-10-28T16:18:45.000Z 에드테크 기업 Genius Group은 FingerMotion, BlueFlare와 협력해 캐나다에서 진행하는 프로젝트를 통해 데이터센터 사업으로 전환할 계획이다. https://slicast.com/article/172oqfw Slicast en 2026-10-28T16:10:31.000Z Gizmodo reports that China's CXMT is producing chips with a reported failure rate of about 70% as the country pushes to secure AI memory supply. https://slicast.com/zh/article/172oqfw Slicast zh-cn 2026-10-28T16:10:31.000Z 据Gizmodo报道，长鑫存储（CXMT）据称正在生产失效率约70%的芯片，中国在AI内存供应上的迫切需求由此可见一斑。 https://slicast.com/ko/article/172oqfw Slicast ko 2026-10-28T16:10:31.000Z Gizmodo는 중국 CXMT가 AI 메모리 공급망 확보를 위해 생산을 확대하는 가운데, 보고된 불량률이 약 70%에 달하는 칩을 생산하고 있다고 보도했다. https://slicast.com/article/5o9ka0 Slicast en 2026-10-28T15:48:50.000Z A report says OpenAI is looking beyond Nvidia and plans to buy Google's AI chips. https://slicast.com/zh/article/5o9ka0 Slicast zh-cn 2026-10-28T15:48:50.000Z 据报道，OpenAI正在寻求英伟达之外的选择，计划采购谷歌的AI芯片。 https://slicast.com/ko/article/5o9ka0 Slicast ko 2026-10-28T15:48:50.000Z OpenAI는 엔비디아를 넘어서는 대안을 모색하고 있으며 구글의 AI 칩 구매를 계획 중인 것으로 보도됐다. https://slicast.com/article/1rwlp3b Slicast en 2026-10-28T15:41:06.000Z According to The Verge, xAI has offered to buy homes in Mississippi in exchange for residents waiving their claims. https://slicast.com/zh/article/1rwlp3b Slicast zh-cn 2026-10-28T15:41:06.000Z 据The Verge报道，xAI提出在密西西比州收购居民住宅，以换取居民放弃索赔权。 https://slicast.com/ko/article/1rwlp3b Slicast ko 2026-10-28T15:41:06.000Z The Verge에 따르면, xAI는 주민들이 권리 주장을 포기하는 조건으로 미시시피주의 주택을 매입하겠다고 제안했다. https://slicast.com/article/29i641 Slicast en 2026-10-28T15:18:23.000Z SK hynix says customers want more than twice the HBM it can supply. https://slicast.com/zh/article/29i641 Slicast zh-cn 2026-10-28T15:18:23.000Z SK海力士表示，客户对HBM的需求量是其可供应量的两倍以上。 https://slicast.com/ko/article/29i641 Slicast ko 2026-10-28T15:18:23.000Z SK hynix "고객사들이 공급 가능한 HBM 물량의 두 배 이상을 원하고 있다"고 밝혔다. https://slicast.com/article/1kughcb Slicast en 2026-10-28T15:15:37.000Z SK hynix says its memory is sold out through 2029, and The Globe and Mail says Micron is also a winner from the tight market. https://slicast.com/zh/article/1kughcb Slicast zh-cn 2026-10-28T15:15:37.000Z SK海力士表示其内存产品已售罄至2029年，《环球邮报》称美光科技也是此轮供需紧张的受益者。 https://slicast.com/ko/article/1kughcb Slicast ko 2026-10-28T15:15:37.000Z SK하이닉스는 자사 메모리 제품이 2029년까지 공급이 완료됐다고 밝혔으며, The Globe and Mail은 마이크론도 이러한 공급 부족 시장의 수혜를 입고 있다고 보도했다. https://slicast.com/article/1jhd4iu Slicast en 2026-10-28T15:11:51.000Z TechRepublic reports new rules aimed at reducing the risk that AI data centers strain power grids. https://slicast.com/zh/article/1jhd4iu Slicast zh-cn 2026-10-28T15:11:51.000Z TechRepublic报道，新规则旨在降低AI数据中心给电网带来的压力风险。 https://slicast.com/ko/article/1jhd4iu Slicast ko 2026-10-28T15:11:51.000Z TechRepublic은 AI 데이터센터가 전력망에 부담을 주는 위험을 줄이기 위한 새로운 규정을 보도했다. https://slicast.com/article/9grsuu Slicast en 2026-10-28T15:05:52.000Z Enphase and Infineon have deployed 900V GaN switches in solid-state transformers designed for AI data centers, which they call a world's first. https://slicast.com/zh/article/9grsuu Slicast zh-cn 2026-10-28T15:05:52.000Z Enphase与英飞凌在为AI数据中心设计的固态变压器中部署了900V氮化镓开关，并称这是全球首次部署。 https://slicast.com/ko/article/9grsuu Slicast ko 2026-10-28T15:05:52.000Z Enphase와 Infineon은 AI 데이터센터용으로 설계된 고체 변압기에 900V GaN 스위치를 적용했다고 밝혔으며, 이를 세계 최초라고 주장하고 있다. https://slicast.com/article/xevrbk Slicast en 2026-10-28T15:02:46.000Z Galaxy has walked away from a tenant deal for its Helios II site as Texas regulatory uncertainty slows leasing. https://slicast.com/zh/article/xevrbk Slicast zh-cn 2026-10-28T15:02:46.000Z 银河数字放弃了Helios II的租户协议，原因是得克萨斯州的监管不确定性拖慢了租赁进程。 https://slicast.com/ko/article/xevrbk Slicast ko 2026-10-28T15:02:46.000Z Galaxy는 텍사스 규제 불확실성으로 임대 계약이 지연되면서 Helios II 부지의 한 임차인 계약에서 손을 뗐다. https://slicast.com/article/1sqxiab Slicast en 2026-10-28T15:01:25.000Z Neocloud General Compute raised $100m in a Series A round, giving it a post-money valuation of $800m. https://slicast.com/zh/article/1sqxiab Slicast zh-cn 2026-10-28T15:01:25.000Z 新型云服务商General Compute完成1亿美元A轮融资，投后估值8亿美元。 https://slicast.com/ko/article/1sqxiab Slicast ko 2026-10-28T15:01:25.000Z Neocloud General Compute가 시리즈 A 라운드에서 1억 달러를 조달했으며, 이에 따른 사후 기업가치는 8억 달러다. https://slicast.com/article/qzwdpy Slicast en 2026-10-28T15:00:46.000Z Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and Games https://slicast.com/zh/article/qzwdpy Slicast zh-cn 2026-10-28T15:00:46.000Z 轻薄全能：NVIDIA RTX Spark Windows笔记本新增机型、智能体工具和游戏 https://slicast.com/ko/article/qzwdpy Slicast ko 2026-10-28T15:00:46.000Z 씬(Thin), 라이트(Light), 그리고 모든 것을 위한 설계: NVIDIA RTX Spark 윈도우 노트북에 신규 모델, 에이전트 도구, 게임 추가 https://slicast.com/article/1na5a5u Slicast en 2026-10-28T15:00:00.000Z Foundry Robotics Raises $100 Million Series A to Build America’s First Autonomous Factory for Assembly https://slicast.com/zh/article/1na5a5u Slicast zh-cn 2026-10-28T15:00:00.000Z Foundry Robotics完成1亿美元A轮融资，打造美国首座自主装配工厂 https://slicast.com/ko/article/1na5a5u Slicast ko 2026-10-28T15:00:00.000Z Foundry Robotics, 1억 달러 시리즈 A 투자 유치… 미국 최초 자율 조립 공장 구축 추진 https://slicast.com/article/12g8oxa Slicast en 2026-10-28T14:44:49.000Z TPG is reportedly eyeing UK data center operator Ark, which could be valued at $5 billion. https://slicast.com/zh/article/12g8oxa Slicast zh-cn 2026-10-28T14:44:49.000Z 据报道，TPG有意收购英国数据中心运营商Ark，该公司估值可能达到50亿美元。 https://slicast.com/ko/article/12g8oxa Slicast ko 2026-10-28T14:44:49.000Z TPG는 영국 데이터센터 운영사 Ark 인수를 검토 중인 것으로 전해졌으며, 이 회사의 기업가치는 50억 달러에 달할 수 있는 것으로 알려졌다. https://slicast.com/article/egd7eb Slicast en 2026-10-28T14:38:56.000Z Oracle is expanding Oracle Cloud Infrastructure (OCI) to offer Google TPUs and other new AI chips alongside a deeper Nvidia partnership, giving customers more workload choice. https://slicast.com/zh/article/egd7eb Slicast zh-cn 2026-10-28T14:38:56.000Z 甲骨文正在扩展OCI（Oracle Cloud Infrastructure）的AI基础设施，新增谷歌TPU及其他新型AI芯片，同时深化与英伟达的合作，让客户有更多工作负载选择。 https://slicast.com/ko/article/egd7eb Slicast ko 2026-10-28T14:38:56.000Z Oracle는 Oracle Cloud Infrastructure(OCI)를 확장해 Google TPU 및 기타 신규 AI 칩을 제공할 계획이며, Nvidia와의 파트너십도 강화해 고객의 워크로드 선택 폭을 넓힐 예정입니다. https://slicast.com/article/ka13z Slicast en 2026-10-28T14:34:38.000Z Southeast Asia Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/ka13z Slicast zh-cn 2026-10-28T14:34:38.000Z 东南亚现有及规划中的数据中心组合 https://slicast.com/ko/article/ka13z Slicast ko 2026-10-28T14:34:38.000Z 동남아시아 기존 및 신규 데이터센터 포트폴리오 https://slicast.com/article/838qr2 Slicast en 2026-10-28T14:30:42.000Z Nigeria Data Center Market: Existing and Upcoming Facility https://slicast.com/zh/article/838qr2 Slicast zh-cn 2026-10-28T14:30:42.000Z 尼日利亚数据中心市场：现有及规划中的设施 https://slicast.com/ko/article/838qr2 Slicast ko 2026-10-28T14:30:42.000Z 나이지리아 데이터센터 시장: 기존 및 신규 시설 https://slicast.com/article/176tn9i Slicast en 2026-10-28T14:26:39.000Z Oceania Data Center Market: Existing and Upcoming https://slicast.com/zh/article/176tn9i Slicast zh-cn 2026-10-28T14:26:39.000Z 大洋洲数据中心市场：现有及规划中的项目 https://slicast.com/ko/article/176tn9i Slicast ko 2026-10-28T14:26:39.000Z 오세아니아 데이터센터 시장: 기존 및 향후 전망 https://slicast.com/article/1g93n8f Slicast en 2026-10-28T14:23:16.000Z CXMT (ChangXin Memory) has unveiled a new DRAM technology aimed at raising chip capacity. https://slicast.com/zh/article/1g93n8f Slicast zh-cn 2026-10-28T14:23:16.000Z 长鑫存储（CXMT）推出新型DRAM技术，旨在提升芯片容量。 https://slicast.com/ko/article/1g93n8f Slicast ko 2026-10-28T14:23:16.000Z CXMT(ChangXin Memory)가 칩 용량 향상을 목표로 한 새로운 DRAM 기술을 공개했다. https://slicast.com/article/ah61se Slicast en 2026-10-28T14:15:00.000Z Microsoft faces a potential shareholder vote on its emissions plans, as its greenhouse gas output has risen sharply since it pledged to become carbon-negative by 2030. https://slicast.com/zh/article/ah61se Slicast zh-cn 2026-10-28T14:15:00.000Z 微软可能面临股东投票，质询其排放计划，因为自承诺2030年实现碳负排放以来，其温室气体排放量大幅上升。 https://slicast.com/ko/article/ah61se Slicast ko 2026-10-28T14:15:00.000Z Microsoft는 2030년까지 탄소 네거티브 달성을 약속한 이후 온실가스 배출량이 급격히 증가하면서, 배출 계획을 두고 주주 투표에 직면할 가능성이 있다. https://slicast.com/article/1lgq9md Slicast en 2026-10-28T14:11:00.000Z Flex (FLEX) shares rose on earnings, and analysts say its upcoming AI infrastructure spinoff may be the bigger value driver. https://slicast.com/zh/article/1lgq9md Slicast zh-cn 2026-10-28T14:11:00.000Z 伟创力（FLEX）股价因财报上涨，分析认为其即将进行的AI基础设施业务分拆可能带来更大的价值提升。 https://slicast.com/ko/article/1lgq9md Slicast ko 2026-10-28T14:11:00.000Z Flex(FLEX) 주가는 실적 발표 후 상승했으며, 애널리스트들은 향후 추진될 AI 인프라 분사가 더 큰 가치 상승 동력이 될 수 있다고 평가했다. https://slicast.com/article/ryn81u Slicast en 2026-10-28T14:06:59.000Z Enphase Energy (ENPH) unveiled a 900 V GaN AI data center power platform. https://slicast.com/zh/article/ryn81u Slicast zh-cn 2026-10-28T14:06:59.000Z Enphase Energy（ENPH）推出900伏氮化镓AI数据中心电源平台。 https://slicast.com/ko/article/ryn81u Slicast ko 2026-10-28T14:06:59.000Z Enphase Energy (ENPH)가 900 V GaN 기반 AI 데이터센터 전력 플랫폼을 공개했다. https://slicast.com/article/1foznjc Slicast en 2026-10-28T14:01:41.000Z APAC Existing and Upcoming Data Center Market Portfolio, https://slicast.com/zh/article/1foznjc Slicast zh-cn 2026-10-28T14:01:41.000Z 亚太地区现有及规划中的数据中心市场组合 https://slicast.com/ko/article/1foznjc Slicast ko 2026-10-28T14:01:41.000Z APAC 기존 및 향후 데이터센터 시장 포트폴리오, https://slicast.com/article/60k7yo Slicast en 2026-10-28T13:48:23.000Z EdgeCore raised $521 million in debt secured against a leased Silicon Valley data center through an asset-backed securities (ABS) deal. https://slicast.com/zh/article/60k7yo Slicast zh-cn 2026-10-28T13:48:23.000Z EdgeCore通过资产支持证券（ABS）融资5.21亿美元，底层资产为一处租赁的硅谷数据中心。 https://slicast.com/ko/article/60k7yo Slicast ko 2026-10-28T13:48:23.000Z EdgeCore는 임대한 실리콘밸리 데이터센터를 담보로 자산유동화증권(ABS) 거래를 통해 5억 2,100만 달러의 부채를 조달했다. https://slicast.com/article/1wdvio5 Slicast en 2026-10-28T13:44:42.000Z The UK government plans to give data centres priority access to the electricity grid, according to Channel NewsAsia. https://slicast.com/zh/article/1wdvio5 Slicast zh-cn 2026-10-28T13:44:42.000Z 英国政府计划赋予数据中心优先接入电网的权限,据《新加坡海峡时报》旗下Channel NewsAsia报道。 https://slicast.com/ko/article/1wdvio5 Slicast ko 2026-10-28T13:44:42.000Z 영국 정부는 채널뉴스아시아(Channel NewsAsia)의 보도에 따르면 데이터센터에 전력망 우선 접근권을 부여할 계획이다. https://slicast.com/article/2s80y1 Slicast en 2026-10-28T13:42:35.000Z FERC approved tougher MISO penalties for nonperforming demand-side resources, though two commissioners urged monitoring the rules in case they harm well-performing demand response and behind-the-meter https://slicast.com/zh/article/2s80y1 Slicast zh-cn 2026-10-28T13:42:35.000Z 联邦能源监管委员会（FERC）批准对MISO中表现不佳的需求侧资源实施更严厉的处罚，但两名委员呼吁密切监测相关规则，以防其损害表现良好的需求响应及表后资源。 https://slicast.com/ko/article/2s80y1 Slicast ko 2026-10-28T13:42:35.000Z FERC가 MISO의 비이행 수요측 자원에 대한 더 강화된 패널티를 승인했으나, 두 명의 위원은 해당 규정이 성실히 이행하는 수요반응 및 계량기 후단(behind-the-meter) 자원에 피해를 줄 수 있으므로 이를 지속적으로 모니터링할 것을 촉구했다. https://slicast.com/article/vt2p75 Slicast en 2026-10-28T13:40:18.000Z Vertiv (VRT) stock surged as its orders doubled amid the AI build-out, with management saying the business is 'evolving faster than ever'. https://slicast.com/zh/article/vt2p75 Slicast zh-cn 2026-10-28T13:40:18.000Z 维谛技术（VRT）股价大涨，订单翻倍，管理层称业务“发展速度前所未有”。 https://slicast.com/ko/article/vt2p75 Slicast ko 2026-10-28T13:40:18.000Z Vertiv(VRT) 주가는 AI 인프라 구축 수요에 힘입어 수주가 두 배로 늘면서 급등했으며, 경영진은 회사가 "그 어느 때보다 빠르게 진화하고 있다"고 밝혔다. https://slicast.com/article/pvi5ga Slicast en 2026-10-28T13:38:32.000Z SpiNNcloud has rebranded as Sparxity and announced the deployment of its sparse-native computing system at Jülich. https://slicast.com/zh/article/pvi5ga Slicast zh-cn 2026-10-28T13:38:32.000Z SpiNNcloud已更名为Sparxity，并宣布其稀疏原生计算系统已在Jülich部署。 https://slicast.com/ko/article/pvi5ga Slicast ko 2026-10-28T13:38:32.000Z SpiNNcloud가 사명을 Sparxity로 변경했으며, 율리히(Jülich)에 희소(sparse) 연산 전용 컴퓨팅 시스템을 구축한다고 발표했다. https://slicast.com/article/l21ocm Slicast en 2026-10-28T13:17:11.000Z CXMT is set to start HBM3E AI chip production even though its yields are reportedly as low as 20%. https://slicast.com/zh/article/l21ocm Slicast zh-cn 2026-10-28T13:17:11.000Z 长鑫存储（CXMT）据报道将开始量产HBM3E AI芯片，尽管其良率低至20%。 https://slicast.com/ko/article/l21ocm Slicast ko 2026-10-28T13:17:11.000Z CXMT는 수율이 20%까지 낮은 것으로 알려졌음에도 HBM3E AI 칩 양산을 시작할 예정이다. https://slicast.com/article/1ej0508 Slicast en 2026-10-28T13:17:00.000Z IREN and Wingspire Equipment Finance completed $363 million of financing for high-density AI compute assets. https://slicast.com/zh/article/1ej0508 Slicast zh-cn 2026-10-28T13:17:00.000Z IREN与Wingspire Equipment Finance已完成3.63亿美元融资，用于高密度AI算力资产。 https://slicast.com/ko/article/1ej0508 Slicast ko 2026-10-28T13:17:00.000Z IREN과 Wingspire Equipment Finance가 고밀도 AI 컴퓨팅 자산을 위한 3억 6,300만 달러 규모의 금융 조달을 완료했다. https://slicast.com/article/6f53on Slicast en 2026-10-28T13:12:25.000Z A gigawatt-scale off-grid data center campus has been proposed in Western Australia, a project that pivots from green hydrogen and ammonia to data centers. https://slicast.com/zh/article/6f53on Slicast zh-cn 2026-10-28T13:12:25.000Z 西澳大利亚州拟建一个吉瓦级离网数据中心园区，该项目已从绿氢和氨项目转向数据中心。 https://slicast.com/ko/article/6f53on Slicast ko 2026-10-28T13:12:25.000Z 가중 방식의 대규모 전력망 비연계(off-grid) 데이터센터 단지가 서호주에 제안되었으며, 이 프로젝트는 그린 수소 및 암모니아 사업에서 데이터센터로 방향을 전환한 것이다. https://slicast.com/article/1p6rifm Slicast en 2026-10-28T13:07:24.000Z Microsoft signed two power purchase agreements with Macquarie-backed Blueleaf Energy in Japan, where Blueleaf has a portfolio of around 1.2GW of solar projects. https://slicast.com/zh/article/1p6rifm Slicast zh-cn 2026-10-28T13:07:24.000Z 微软与麦格理支持的Blueleaf Energy在日本签署两份购电协议，Blueleaf在日本拥有约1.2吉瓦的太阳能项目组合。 https://slicast.com/ko/article/1p6rifm Slicast ko 2026-10-28T13:07:24.000Z Microsoft, Blueleaf Energy와 일본에서 전력구매계약(PPA) 2건을 체결했으며, Blueleaf Energy는 일본에 약 1.2GW 규모의 태양광 프로젝트 포트폴리오를 보유하고 있다. Blueleaf Energy는 Macquarie가 투자한 기업이다. https://slicast.com/article/vn86l Slicast en 2026-10-28T13:01:21.000Z SK hynix-owned Solidigm is reportedly in talks about a $45 billion investment in a new flash memory factory in the U.S. https://slicast.com/zh/article/vn86l Slicast zh-cn 2026-10-28T13:01:21.000Z SK海力士旗下的Solidigm据报道正洽谈投资450亿美元，在美国建设一座新的闪存工厂。 https://slicast.com/ko/article/vn86l Slicast ko 2026-10-28T13:01:21.000Z SK하이닉스 계열사 솔리다임이 미국에 새로운 낸드플래시 공장을 짓는 데 450억 달러 규모의 투자를 논의 중인 것으로 전해졌다. https://slicast.com/article/imnsgm Slicast en 2026-10-28T13:00:00.000Z Commonwealth Associates and RRC Companies Merge to Form a Leading Power Solutions Firm https://slicast.com/zh/article/imnsgm Slicast zh-cn 2026-10-28T13:00:00.000Z Commonwealth Associates与RRC Companies合并，组建领先的电力解决方案公司 https://slicast.com/ko/article/imnsgm Slicast ko 2026-10-28T13:00:00.000Z Commonwealth Associates와 RRC Companies, 합병을 통해 선도적인 전력 솔루션 기업 출범 https://slicast.com/article/1umkfg7 Slicast en 2026-10-28T12:56:17.000Z US Signal has acquired a data center in Hillsboro, Oregon that was previously occupied by Oracle. https://slicast.com/zh/article/1umkfg7 Slicast zh-cn 2026-10-28T12:56:17.000Z US Signal已收购位于俄勒冈州希尔斯伯勒的一座数据中心，该设施此前由甲骨文使用。 https://slicast.com/ko/article/1umkfg7 Slicast ko 2026-10-28T12:56:17.000Z US Signal이 과거 Oracle이 사용하던 오리건주 힐스버러의 데이터센터를 인수했다. https://slicast.com/article/1f6dri0 Slicast en 2026-10-28T12:51:00.000Z The US Department of Energy announced $10.1 billion in loans to Constellation and Alliant covering 3.7 GW, and both loan packages can finance uprates at existing generation facilities, which Energy Se https://slicast.com/zh/article/1f6dri0 Slicast zh-cn 2026-10-28T12:51:00.000Z 美国能源部宣布向Constellation和Alliant提供总额101亿美元的贷款，涉及3.7吉瓦发电容量；两笔贷款均可用于为现有发电设施进行容量增容改造，能源部长Chris Wright称这一做法「常识性」。 https://slicast.com/ko/article/1f6dri0 Slicast ko 2026-10-28T12:51:00.000Z 미국 에너지부는 Constellation과 Alliant에 대해 총 101억 달러 규모의 대출을 발표했으며, 이는 3.7GW 규모를 다룹니다. 두 대출 패키지 모두 기존 발전 시설의 출력 증강(uprate) 자금으로 활용될 수 있으며, 크리스 라이트 에너지부 장관은 이를 "상식적인" 조치라고 평가했습니다. https://slicast.com/article/yfjlpj Slicast en 2026-10-28T12:30:13.000Z CXMT joined the Shanghai Composite Index three months after its listing, and according to Global Times it overtook ICBC to become the index's top weight. https://slicast.com/zh/article/yfjlpj Slicast zh-cn 2026-10-28T12:30:13.000Z 长鑫存储（CXMT）上市三个月后纳入上证综合指数，据环球时报报道，其权重已超越工商银行（ICBC），成为该指数权重最高的成分股。 https://slicast.com/ko/article/yfjlpj Slicast ko 2026-10-28T12:30:13.000Z CXMT는 상장 3개월 만에 상하이종합지수에 편입됐으며, Global Times에 따르면 이 지수에서 ICBC를 제치고 최대 비중 종목이 됐다. https://slicast.com/article/1at4z6e Slicast en 2026-10-28T12:28:50.000Z SKHY posted another record profit, with the company saying three years' worth of DRAM and HBM supply has sold out. https://slicast.com/zh/article/1at4z6e Slicast zh-cn 2026-10-28T12:28:50.000Z SKHY再次公布创纪录利润，并表示未来三年的动态随机存取存储器与高带宽存储器供应已全部售罄。 https://slicast.com/ko/article/1at4z6e Slicast ko 2026-10-28T12:28:50.000Z SKHY가 또 한 번 사상 최대 실적을 발표했으며, 회사 측은 향후 3년 치 DRAM과 HBM 공급량이 모두 매진됐다고 밝혔다. https://slicast.com/article/10ziv41 Slicast en 2026-10-28T12:28:40.000Z CXMT is reportedly set to begin HBM3E mass production despite low yields, with some reports citing defect rates of up to 80%. https://slicast.com/zh/article/10ziv41 Slicast zh-cn 2026-10-28T12:28:40.000Z 据报道，长鑫存储（CXMT）尽管良率偏低，仍将开始量产HBM3E，部分报道称其缺陷率最高达80%。 https://slicast.com/ko/article/10ziv41 Slicast ko 2026-10-28T12:28:40.000Z CXMT가 수율이 낮은 상황에서도 HBM3E 양산을 시작할 예정이라는 보도가 나왔으며, 일부 보도는 불량률이 최대 80%에 이른다고 전했다. https://slicast.com/article/jsywvy Slicast en 2026-10-28T12:20:14.000Z Reuters reports China's new export curbs draw a line around its AI 'crown jewels'. https://slicast.com/zh/article/jsywvy Slicast zh-cn 2026-10-28T12:20:14.000Z 路透社报道，中国新出台的出口管制划定了其人工智能「核心资产」的边界。 https://slicast.com/ko/article/jsywvy Slicast ko 2026-10-28T12:20:14.000Z 로이터는 중국의 새로운 수출 규제가 AI 분야의 '핵심 기술(crown jewels)'을 둘러싸고 선을 긋는다고 보도했다. https://slicast.com/article/1w1wfnc Slicast en 2026-10-28T12:08:34.000Z Moore Threads' revenue jumped 147% as China bets heavily on homegrown GPUs. https://slicast.com/zh/article/1w1wfnc Slicast zh-cn 2026-10-28T12:08:34.000Z 摩尔线程营收同比增长147%，中国大力押注本土图形处理器。 https://slicast.com/ko/article/1w1wfnc Slicast ko 2026-10-28T12:08:34.000Z Moore Threads의 매출이 147% 급증했으며, 중국이 자체 GPU에 대규모 투자를 이어가는 가운데 나온 성과다. https://slicast.com/article/157jthh Slicast en 2026-10-28T12:00:00.000Z KLA CORP files 8-K: results of operations https://slicast.com/zh/article/157jthh Slicast zh-cn 2026-10-28T12:00:00.000Z KLA CORP 提交 8-K：重大事件 https://slicast.com/ko/article/157jthh Slicast ko 2026-10-28T12:00:00.000Z KLA CORP, 8-K 제출: 영업실적 공시 https://slicast.com/article/1db90jt Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: results of operations https://slicast.com/zh/article/1db90jt Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1db90jt Slicast ko 2026-10-28T12:00:00.000Z MICROSOFT CORP 8-K 제출: 영업 실적 https://slicast.com/article/1dfuikk Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 8-K: results of operations https://slicast.com/zh/article/1dfuikk Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 8-K：重大事件 https://slicast.com/ko/article/1dfuikk Slicast ko 2026-10-28T12:00:00.000Z GE Vernova, 8-K 보고서 제출: 영업 실적 https://slicast.com/article/1o7351x Slicast en 2026-10-28T12:00:00.000Z ORACLE CORP files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1o7351x Slicast zh-cn 2026-10-28T12:00:00.000Z ORACLE CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1o7351x Slicast ko 2026-10-28T12:00:00.000Z ORACLE CORP, 8-K 제출: Regulation FD 공시 https://slicast.com/article/1x3ky7g Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1x3ky7g Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1x3ky7g Slicast ko 2026-10-28T12:00:00.000Z MICROSOFT CORP, 분기보고서(10-Q) 제출 https://slicast.com/article/8vo902 Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: other material event https://slicast.com/zh/article/8vo902 Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/8vo902 Slicast ko 2026-10-28T12:00:00.000Z MICROSOFT CORP, 8-K 제출: 기타 중요 사건 https://slicast.com/article/a8lg6z Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/a8lg6z Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/ko/article/a8lg6z Slicast ko 2026-10-28T12:00:00.000Z Vertiv Holdings Co, 8-K 제출: 영업 실적, Regulation FD 공시 https://slicast.com/article/fbzrkl Slicast en 2026-10-28T12:00:00.000Z Alphabet files 8-K: results of operations https://slicast.com/zh/article/fbzrkl Slicast zh-cn 2026-10-28T12:00:00.000Z Alphabet 提交 8-K：重大事件 https://slicast.com/ko/article/fbzrkl Slicast ko 2026-10-28T12:00:00.000Z Alphabet 8-K: 영업 실적 https://slicast.com/article/ga9zhe Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/ga9zhe Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/ga9zhe Slicast ko 2026-10-28T12:00:00.000Z Vertiv Holdings Co, 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/tkldt2 Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/tkldt2 Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/tkldt2 Slicast ko 2026-10-28T12:00:00.000Z GE Vernova, 10-Q 분기 보고서 제출 https://slicast.com/article/tsjum6 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 8-K: results of operations https://slicast.com/zh/article/tsjum6 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 8-K：重大事件 https://slicast.com/ko/article/tsjum6 Slicast ko 2026-10-28T12:00:00.000Z EQUINIX INC 8-K 제출: 영업 실적 https://slicast.com/article/y4q9w8 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/y4q9w8 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/y4q9w8 Slicast ko 2026-10-28T12:00:00.000Z EQUINIX INC, 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/txfz5l Slicast en 2026-10-28T11:51:26.000Z OpenAI reportedly plans to purchase Google AI chips as demand for computing infrastructure grows. https://slicast.com/zh/article/txfz5l Slicast zh-cn 2026-10-28T11:51:26.000Z 据报道，OpenAI计划采购谷歌的AI芯片，以应对日益增长的算力基础设施需求。 https://slicast.com/ko/article/txfz5l Slicast ko 2026-10-28T11:51:26.000Z OpenAI는 컴퓨팅 인프라 수요가 늘어나면서 Google AI 칩을 구매할 계획인 것으로 전해졌다. https://slicast.com/article/p9od2z Slicast en 2026-10-28T11:30:00.000Z Residents in 'Elonville' in the US say Musk's xAI offered to buy their homes if they agree not to sue over datacenter noise. https://slicast.com/zh/article/p9od2z Slicast zh-cn 2026-10-28T11:30:00.000Z 美国的'Elonville'居民称，马斯克旗下的xAI曾提出，如果他们不起诉数据中心噪音问题，就收购其住房。 https://slicast.com/ko/article/p9od2z Slicast ko 2026-10-28T11:30:00.000Z 미국 'Elonville' 주민들은 머스크의 xAI가 데이터센터 소음과 관련해 소송을 제기하지 않겠다는 조건으로 주택을 매입하겠다고 제안했다고 말했다. https://slicast.com/article/o5pdpv Slicast en 2026-10-28T11:30:00.000Z Hyperscale Data Engages Newmark to Arrange Non-Dilutive Long-Term Debt Financing for the Michigan AI Data Center https://slicast.com/zh/article/o5pdpv Slicast zh-cn 2026-10-28T11:30:00.000Z Hyperscale Data委托Newmark为密歇根州AI数据中心安排非稀释性长期债务融资 https://slicast.com/ko/article/o5pdpv Slicast ko 2026-10-28T11:30:00.000Z Hyperscale Data, 미시간 AI 데이터센터 비희석성 장기 부채 금융 주선을 위해 Newmark와 계약 https://slicast.com/article/pf9zux Slicast en 2026-10-28T11:21:41.000Z Axios reports that bond investors have become more selective about AI-related debt. https://slicast.com/zh/article/pf9zux Slicast zh-cn 2026-10-28T11:21:41.000Z Axios报道称，债券投资者对与人工智能相关的债务变得更加挑剔。 https://slicast.com/ko/article/pf9zux Slicast ko 2026-10-28T11:21:41.000Z Axios는 채권 투자자들이 AI 관련 부채에 대해 더욱 선별적인 태도를 보이고 있다고 보도했다. https://slicast.com/article/tlaj19 Slicast en 2026-10-28T11:14:23.000Z CXMT has reportedly shipped HBM3E samples and is aiming for production within 2 months despite 20–30% yields. https://slicast.com/zh/article/tlaj19 Slicast zh-cn 2026-10-28T11:14:23.000Z 据报道，CXMT已向客户送出HBM3E样品，并计划在两个月内投产，尽管良率仅为20–30%。 https://slicast.com/ko/article/tlaj19 Slicast ko 2026-10-28T11:14:23.000Z CXMT가 HBM3E 샘플을 출하한 것으로 전해졌으며, 수율이 20~30%에 그치고 있음에도 2개월 내 양산을 목표로 하고 있다. https://slicast.com/article/yypa6c Slicast en 2026-10-28T11:00:00.000Z Nvidia's Vera CPU is now generally available on Oracle's OCI Superclusters, with standalone Vera CPUs landing in Oracle Cloud's multi-gigawatt deployment as Nvidia moves past NVL72 configurations. https://slicast.com/zh/article/yypa6c Slicast zh-cn 2026-10-28T11:00:00.000Z 英伟达的Vera CPU现已在甲骨文的OCI Superclusters全面上市，独立Vera CPU进入甲骨文云的多吉瓦级部署，标志着英伟达正从NVL72形态转向独立的Vera部署。 https://slicast.com/ko/article/yypa6c Slicast ko 2026-10-28T11:00:00.000Z Nvidia의 Vera CPU가 이제 Oracle OCI Superclusters에서 정식 출시되었으며, Nvidia가 NVL72 구성을 넘어서면서 독립형 Vera CPU도 Oracle Cloud의 멀티기가와트 배포에 도입될 예정입니다. https://slicast.com/article/1jqz5hj Slicast en 2026-10-28T11:00:00.000Z ExtremeTech reports that Nvidia has admitted Vera Rubin is not as powerful as it originally claimed. https://slicast.com/zh/article/1jqz5hj Slicast zh-cn 2026-10-28T11:00:00.000Z ExtremeTech报道称，英伟达承认Vera Rubin的性能不如其此前宣称的那样强。 https://slicast.com/ko/article/1jqz5hj Slicast ko 2026-10-28T11:00:00.000Z ExtremeTech는 Nvidia가 Vera Rubin의 성능이 당초 주장했던 것만큼 강력하지 않다고 인정했다고 보도했다. https://slicast.com/article/1evzfsq Slicast en 2026-10-28T10:55:00.000Z Vertiv Reports Strong Third Quarter 2026 with Net Sales Growth of 61%, Organic Orders Growth over 100% and Diluted EPS Growth of 91% (Adjusted Diluted EPS Growth of 78%); Raises Full Year 2026 Guidanc https://slicast.com/zh/article/1evzfsq Slicast zh-cn 2026-10-28T10:55:00.000Z Vertiv公布2026年第三季度强劲业绩：净销售额增长61%，有机订单增长超100%，摊薄后每股收益增长91%（调整后摊薄每股收益增长78%）；上调2026全年各项关键指标指引 https://slicast.com/ko/article/1evzfsq Slicast ko 2026-10-28T10:55:00.000Z Vertiv, 2026년 3분기 실적 발표: 순매출 61% 성장, 유기적 수주 100% 이상 증가, 희석 주당순이익(EPS) 91% 증가(조정 희석 EPS 78% 증가); 2026년 연간 가이던스 전 주요 지표 상향 조정 https://slicast.com/article/j9pp9r Slicast en 2026-10-28T10:48:35.000Z SK hynix says its DRAM and HBM are booked through 2029 as its profit soared to $62B. https://slicast.com/zh/article/j9pp9r Slicast zh-cn 2026-10-28T10:48:35.000Z SK海力士表示，其动态随机存取存储器（DRAM）和高带宽内存（HBM）订单已排至2029年，利润飙升至620亿美元。 https://slicast.com/ko/article/j9pp9r Slicast ko 2026-10-28T10:48:35.000Z SK hynix는 DRAM과 HBM 물량이 2029년까지 예약되어 있다고 밝혔으며, 이에 따라 영업이익이 620억 달러로 크게 급증했다. https://slicast.com/article/1rb3okh Slicast en 2026-10-28T10:44:28.000Z Meta plans to raise $95 billion in funding for AI infrastructure and its personal superintelligence efforts. https://slicast.com/zh/article/1rb3okh Slicast zh-cn 2026-10-28T10:44:28.000Z Meta计划为其AI基础设施及个人超级智能研发筹集950亿美元资金。 https://slicast.com/ko/article/1rb3okh Slicast ko 2026-10-28T10:44:28.000Z Meta는 AI 인프라와 개인용 초지능(superintelligence) 개발을 위해 950억 달러를 조달할 계획이다. https://slicast.com/article/1qzl1ig Slicast en 2026-10-28T10:30:00.000Z Bloomberg reports that Wall Street's AI debt machine is starting to choke on supply. https://slicast.com/zh/article/1qzl1ig Slicast zh-cn 2026-10-28T10:30:00.000Z 彭博社报道称，华尔街的人工智能债务融资机器开始因供给过多而吃力。 https://slicast.com/ko/article/1qzl1ig Slicast ko 2026-10-28T10:30:00.000Z 블룸버그는 월가의 AI 부채 조달 구조가 공급 측면에서 막히기 시작했다고 보도했다. https://slicast.com/article/1adwrls Slicast en 2026-10-28T10:16:30.000Z AI neocloud venture funding has reportedly hit a record $6.6B. https://slicast.com/zh/article/1adwrls Slicast zh-cn 2026-10-28T10:16:30.000Z 据报道，人工智能新型云服务商的风险投资额创下66亿美元的纪录。 https://slicast.com/ko/article/1adwrls Slicast ko 2026-10-28T10:16:30.000Z AI 네오클라우드 벤처 투자 자금이 기록적인 66억 달러에 이른 것으로 전해졌다. https://slicast.com/article/13tlcn8 Slicast en 2026-10-28T10:16:04.000Z Malaysia has seized servers with advanced AI chips suspected of violating export controls. https://slicast.com/zh/article/13tlcn8 Slicast zh-cn 2026-10-28T10:16:04.000Z 马来西亚查扣了疑似违反出口管制、搭载先进人工智能芯片的服务器。 https://slicast.com/ko/article/13tlcn8 Slicast ko 2026-10-28T10:16:04.000Z 말레이시아, 수출 통제 위반 의심 고성능 AI 칩 탑재 서버 압수 https://slicast.com/article/h46hlv Slicast en 2026-10-28T10:07:19.000Z China has proposed new export curbs on artificial intelligence technologies. https://slicast.com/zh/article/h46hlv Slicast zh-cn 2026-10-28T10:07:19.000Z 中国提议对人工智能技术实施新的出口限制。 https://slicast.com/ko/article/h46hlv Slicast ko 2026-10-28T10:07:19.000Z 중국이 인공지능 기술에 대한 새로운 수출 규제를 제안했다. https://slicast.com/article/44r0wm Slicast en 2026-10-28T10:03:47.000Z OpenAI is turning to Google's AI chips in a move to challenge Nvidia. https://slicast.com/zh/article/44r0wm Slicast zh-cn 2026-10-28T10:03:47.000Z OpenAI正转向采用谷歌的人工智能芯片，以挑战英伟达。 https://slicast.com/ko/article/44r0wm Slicast ko 2026-10-28T10:03:47.000Z OpenAI는 Nvidia에 도전하기 위해 Google의 AI 칩을 채택하고 있다. https://slicast.com/article/1i3xbg5 Slicast en 2026-10-28T09:56:01.000Z HD Construction Equipment has opened an engine plant in Gunsan and is targeting the AI data center power market. https://slicast.com/zh/article/1i3xbg5 Slicast zh-cn 2026-10-28T09:56:01.000Z HD Construction Equipment在群山开设发动机工厂，瞄准人工智能数据中心供电市场。 https://slicast.com/ko/article/1i3xbg5 Slicast ko 2026-10-28T09:56:01.000Z HD건설기계가 군산에 엔진 공장을 열고 AI 데이터센터 전력 시장을 겨냥하고 있다. https://slicast.com/article/bqnlcb Slicast en 2026-10-28T09:30:00.000Z The Register reports that Quake AI is developing APIs so autonomous AI agents can access its neocloud services more efficiently, with agents expected to become its main customers. https://slicast.com/zh/article/bqnlcb Slicast zh-cn 2026-10-28T09:30:00.000Z The Register报道称，Quake AI正在开发API，让自主人工智能智能体更高效地访问其新型云服务，并预计智能体将成为其主要客户。 https://slicast.com/ko/article/bqnlcb Slicast ko 2026-10-28T09:30:00.000Z The Register는 Quake AI가 자율 AI 에이전트가 자사 네오클라우드 서비스에 더 효율적으로 접근할 수 있도록 API를 개발 중이며, 에이전트가 주요 고객이 될 것으로 예상된다고 보도했다. https://slicast.com/article/ntt74a Slicast en 2026-10-27T22:00:00.000Z ARC Cloud and Compal Forge Strategic Partnership to Accelerate Large-Scale AI Infrastructure https://slicast.com/zh/article/ntt74a Slicast zh-cn 2026-10-27T22:00:00.000Z ARC Cloud与Compal达成战略合作，加速大规模AI基础设施建设 https://slicast.com/ko/article/ntt74a Slicast ko 2026-10-27T22:00:00.000Z ARC Cloud, Compal Forge 대규모 AI 인프라 가속화를 위한 전략적 파트너십 체결 https://slicast.com/commentary/digital-realty-2026-10-27 Slicast en 2026-10-27T21:35:19.337Z Digital Realty De Soto Campus, October 2026: Plans Filed for 998,643-Square-Foot, $7.5B Data Center https://slicast.com/zh/commentary/digital-realty-2026-10-27 Slicast zh-cn 2026-10-27T21:35:19.337Z Digital Realty德索托园区，2026年10月：近百万平方英尺、75亿美元数据中心规划正式提交 https://slicast.com/commentary/qualcomm-2026-10-27 Slicast en 2026-10-27T21:22:34.922Z Qualcomm Data Center Pivot, October 2026: BlueChip, Huawei Patent Deal, and Reported $60 Billion Amazon Partnership Reshape the Growth Thesis https://slicast.com/zh/commentary/qualcomm-2026-10-27 Slicast zh-cn 2026-10-27T21:22:34.922Z 高通数据中心战略转型，2026年10月：BlueChip本土化、华为专利协议与亚马逊合作重塑增长逻辑 https://slicast.com/article/y7gbkq Slicast en 2026-10-27T21:11:00.000Z AI data centers drive cooling, power, modular infrastructure demand https://slicast.com/zh/article/y7gbkq Slicast zh-cn 2026-10-27T21:11:00.000Z AI数据中心机架功率密度从30-40kW向"数百kW级"跃升,电力成为扩张首要硬约束;JLL预测全球容量2030年翻倍至200GW https://slicast.com/ko/article/y7gbkq Slicast ko 2026-10-27T21:11:00.000Z AI 데이터센터 수요가 냉각, 전력, 모듈형 인프라 시장을 견인 https://slicast.com/commentary/astera-labs-2026-10-27 Slicast en 2026-10-27T21:10:53.179Z Astera Labs Stock October 2026: PCIe 6 Switches, CXL Memory Controllers, and Record Revenue https://slicast.com/zh/commentary/astera-labs-2026-10-27 Slicast zh-cn 2026-10-27T21:10:53.179Z Astera Labs 2026年10月：PCIe 6交换机、CXL内存控制器与创纪录营收 https://slicast.com/article/121fc8q Slicast en 2026-10-27T21:10:00.000Z Bigger than the railroads: The staggering money behind AI's data center buildout https://slicast.com/zh/article/121fc8q Slicast zh-cn 2026-10-27T21:10:00.000Z Boston Globe深度:AI数据中心建设规模超越历史所有基础设施浪潮——每GW造价$300–$410亿,美国2032年前累计支出或达$9万亿 https://slicast.com/ko/article/121fc8q Slicast ko 2026-10-27T21:10:00.000Z 철도 산업보다 큰 규모: AI 데이터센터 구축 뒤에 놓인 막대한 자금 https://slicast.com/article/z2k1sl Slicast en 2026-10-27T21:09:00.000Z Data Center Backlash Puts AI Infrastructure Projects at Credit Risk https://slicast.com/zh/article/z2k1sl Slicast zh-cn 2026-10-27T21:09:00.000Z 社区阻力与信用风险:Q2美国近$680亿数据中心项目受阻,146个项目延迟或取消 https://slicast.com/ko/article/z2k1sl Slicast ko 2026-10-27T21:09:00.000Z 데이터센터 반발로 AI 인프라 프로젝트 신용 리스크 부상 https://slicast.com/article/1130o5q Slicast en 2026-10-27T21:07:00.000Z IREN Has $4 Billion of Contracted AI Revenue and a $10 Billion Market Cap. Why the Gap? https://slicast.com/zh/article/1130o5q Slicast zh-cn 2026-10-27T21:07:00.000Z IREN:FY2026营收$7.07亿(+41%),AI Cloud ARR升至$10亿;$40亿合同营收对比$100亿市值折价凸显neocloud系统性重定价 https://slicast.com/ko/article/1130o5q Slicast ko 2026-10-27T21:07:00.000Z IREN, 계약 기준 AI 매출 40억 달러 보유… 시가총액은 100억 달러인데 왜 차이가 날까? https://slicast.com/article/t9o7g0 Slicast en 2026-10-27T21:06:00.000Z Microsoft's 60,000 Employee Buyouts https://slicast.com/zh/article/t9o7g0 Slicast zh-cn 2026-10-27T21:06:00.000Z Microsoft向全球约6万名员工(约27%劳动力)开放自愿离职计划,同期AI资本开支维持$1,750亿全年指引 https://slicast.com/ko/article/t9o7g0 Slicast ko 2026-10-27T21:06:00.000Z Microsoft의 60,000명 직원 퇴직 매수 제안 https://slicast.com/article/1osa8nv Slicast en 2026-10-27T21:05:00.000Z China's Draft Export Controls Cover 23 AI Technologies, From Weights to Agent Orchestration https://slicast.com/zh/article/1osa8nv Slicast zh-cn 2026-10-27T21:05:00.000Z 中国商务部提议对23项AI技术实施出口管制,涵盖模型权重、智能体及算力集群;征求意见至11月15日 https://slicast.com/ko/article/1osa8nv Slicast ko 2026-10-27T21:05:00.000Z 중국의 수출 통제 초안, AI 기술 23개 대상으로 확대... 가중치에서 에이전트 오케스트레이션까지 https://slicast.com/article/1uczisp Slicast en 2026-10-27T21:04:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-27T21:04:00.000Z NVIDIA在GTC Berlin宣布与6家供应商签约,供应商承诺总额已达$2,790亿;Rubin GPU携288GB HBM4 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-27T21:04:00.000Z 엔비디아, 생산 능력 확보를 위해 AI 가속기 공급망 구축에 자금 지원 https://slicast.com/article/pw8uxq Slicast en 2026-10-27T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/pw8uxq Slicast zh-cn 2026-10-27T21:01:00.000Z Anthropic向Nasdaq递交S-1:目标估值$2T,H1营收$163亿(同比+1368%),同步披露$630亿Broadcom芯片融资安排 https://slicast.com/ko/article/pw8uxq Slicast ko 2026-10-27T21:01:00.000Z Anthropic, 나스닥 상장을 위해 기업가치 최대 2조 달러 목표로 IPO 신청서 제출 https://slicast.com/commentary/nuscale-2026-10-27 Slicast en 2026-10-27T20:58:02.236Z NuScale Power Stock, October 2026: SMR Sector Rally Meets a Pre-Revenue Commercial Test https://slicast.com/zh/commentary/nuscale-2026-10-27 Slicast zh-cn 2026-10-27T20:58:02.236Z NuScale Power股票，2026年10月：SMR板块反弹与商业化验证考验 https://slicast.com/commentary/oracle-2026-10-27 Slicast en 2026-10-27T20:34:03.848Z Oracle OCI Vera Rubin Expansion and Multi-Chip Platform, October 2026 https://slicast.com/zh/commentary/oracle-2026-10-27 Slicast zh-cn 2026-10-27T20:34:03.848Z 甲骨文OCI Vera Rubin扩容与多芯片平台战略，2026年10月 https://slicast.com/article/19f19mu Slicast en 2026-10-27T20:30:00.000Z Teradyne Reports Third Quarter 2026 Results https://slicast.com/zh/article/19f19mu Slicast zh-cn 2026-10-27T20:30:00.000Z Teradyne公布2026年第三季度业绩 https://slicast.com/ko/article/19f19mu Slicast ko 2026-10-27T20:30:00.000Z Teradyne, 2026년 3분기 실적 발표 https://slicast.com/commentary/broadcom-2026-10-27 Slicast en 2026-10-27T20:18:53.823Z Broadcom AI Chip Financing, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-27 Slicast zh-cn 2026-10-27T20:18:53.823Z 博通AI芯片融资，2026年10月 https://slicast.com/brief/2026-10-28 Slicast en 2026-10-27T20:06:59.895Z Latest AI Infrastructure News: October 28, 2026 https://slicast.com/zh/brief/2026-10-28 Slicast zh-cn 2026-10-27T20:06:59.895Z AI 基础设施新闻早报 · 2026年10月28日 https://slicast.com/ko/brief/2026-10-28 Slicast ko 2026-10-27T20:06:59.895Z 최신 AI 인프라 뉴스 · 2026년 10월 28일 https://slicast.com/article/1rqoujx Slicast en 2026-10-27T19:14:32.000Z Maxsun plans a compact AI mini PC based on Intel's GPU D270 accelerator with up to 480 GB of memory. https://slicast.com/zh/article/1rqoujx Slicast zh-cn 2026-10-27T19:14:32.000Z Maxsun计划推出一款紧凑型人工智能迷你电脑，基于英特尔GPU D270加速器，内存最高可达480 GB。 https://slicast.com/ko/article/1rqoujx Slicast ko 2026-10-27T19:14:32.000Z Maxsun은 인텔 GPU D270 가속기를 기반으로 최대 480GB 메모리를 탑재한 소형 AI 미니 PC를 계획하고 있다. https://slicast.com/article/v4hfbm Slicast en 2026-10-27T19:01:00.000Z SpaceXAI's GPU deal with Anthropic has nearly tripled to $3.1B per month, according to The Business Journals. https://slicast.com/zh/article/v4hfbm Slicast zh-cn 2026-10-27T19:01:00.000Z SpaceXAI与Anthropic的图形处理器算力合作月度金额近乎增至三倍，达到每月31亿美元。 https://slicast.com/ko/article/v4hfbm Slicast ko 2026-10-27T19:01:00.000Z SpaceXAI와 Anthropic의 GPU 계약 규모가 월 31억 달러로 거의 세 배 가까이 늘어났다고 The Business Journals가 보도했다.