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/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/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/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/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/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/3kgxf9 Slicast en 2026-10-09T18:42:43.000Z Firmus and PLDT pulled their data center IPOs this week as governments in Asia-Pacific pressed pause on development, the latest hurdle to the region's data center boom. https://slicast.com/zh/article/3kgxf9 Slicast zh-cn 2026-10-09T18:42:43.000Z Firmus与PLDT本周撤回了各自的数据中心首次公开募股，与此同时亚太地区多国政府要求暂停相关开发项目，成为该地区数据中心热潮的最新阻碍。 https://slicast.com/ko/article/3kgxf9 Slicast ko 2026-10-09T18:42:43.000Z Firmus와 PLDT는 아시아·태평양 지역 정부들이 데이터센터 개발을 일시 중단하도록 압박하면서 이번 주 데이터센터 기업공개(IPO)를 철회했다. 이는 이 지역 데이터센터 붐이 맞닥뜨린 최신 장애물이다. https://slicast.com/article/4splsm Slicast en 2026-10-09T17:50:58.000Z The DOE has selected SLAC National Accelerator Laboratory to lead an AI catalysis project and to partner on eight others under the Genesis Mission. 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牵头一个人工智能催化项目，并在Genesis Mission框架下与另外八个项目合作。 https://slicast.com/ko/article/4splsm Slicast ko 2026-10-09T17:50:58.000Z 미국 에너지부(DOE)는 제네시스 미션(Genesis Mission) 산하에서 AI 촉매 프로젝트를 주도할 기관으로 SLAC 국립가속기연구소를 선정했으며, 그 밖의 8개 프로젝트에서도 협력 파트너로 참여하도록 했다. 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/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 OCP 大会上展示 AI 基础设施验证进展,覆盖纵向扩展、横向扩展及跨域扩展网络的推理场景 https://slicast.com/ko/article/1w14gvi Slicast ko 2026-10-09T15:00:00.000Z Keysight, 2026 OCP에서 Scale-Up, Scale-Out, Scale-Across 네트워크 전반에 걸친 AI 인프라 검증 기술 발전상 공개 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: 연간 보고서(10-K) https://slicast.com/article/y6wc71 Slicast en 2026-10-09T12:00:00.000Z Digital Realty filed a 8-K with the SEC disclosing a material agreement, debt/securities financing. https://slicast.com/zh/article/y6wc71 Slicast zh-cn 2026-10-09T12:00:00.000Z Digital Realty 向 SEC 提交 8-K，披露重大协议、债务/证券融资。 https://slicast.com/ko/article/y6wc71 Slicast ko 2026-10-09T12:00:00.000Z Digital Realty가 SEC에 8-K 보고서를 제출하여 중요한 계약 및 부채/증권 금융 조달 관련 사실을 공시했다. 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 按 IT 负载、数据中心类型划分的数据中心母线槽(Busway)市场 https://slicast.com/ko/article/k9fe9g Slicast ko 2026-10-09T08:24:39.000Z 데이터센터 버스웨이 시장: IT 부하별, 데이터센터 유형별 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/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. https://slicast.com/article/1w0tqmh Slicast en 2026-10-08T21:44:03.000Z Nvidia has committed $1 billion to help secure American scientific computing dominance, as it prepares to fortify the US government's computing arsenal with at least seven AI-optimized supercomputers. https://slicast.com/zh/article/1w0tqmh Slicast zh-cn 2026-10-08T21:44:03.000Z 英伟达承诺投入10亿美元，以巩固美国科学计算的领先地位，并准备为美国政府的计算体系增添至少七台AI优化型超级计算机。 https://slicast.com/ko/article/1w0tqmh Slicast ko 2026-10-08T21:44:03.000Z 엔비디아는 미국의 과학 컴퓨팅 패권을 확보하기 위해 10억 달러를 투입하기로 했으며, 미국 정부의 컴퓨팅 역량 강화를 위해 AI 최적화 슈퍼컴퓨터 최소 7대를 도입할 예정이다. https://slicast.com/article/9l2lwu Slicast en 2026-10-08T21:11:00.000Z Q3 2026 sets record for billion-dollar-plus funding rounds; Anthropic reportedly targets October US IPO https://slicast.com/zh/article/9l2lwu Slicast zh-cn 2026-10-08T21:11:00.000Z Q3 2026十亿美元以上融资轮次创历史纪录;Anthropic据报目标10月完成美股IPO https://slicast.com/ko/article/9l2lwu Slicast ko 2026-10-08T21:11:00.000Z Q3 2026 10억 달러 이상 펀딩 라운드 기록 경신; Anthropic, October US IPO 추진 보도 https://slicast.com/article/qv4rr8 Slicast en 2026-10-08T21:10:00.000Z Gartner: 2026 AI-optimized IaaS spending +96% YoY; inference investment surpasses training for the first time https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-08T21:10:00.000Z Gartner:2026年AI优化IaaS支出同比+96%;推理侧投资首次超越训练侧 https://slicast.com/ko/article/qv4rr8 Slicast ko 2026-10-08T21:10:00.000Z Gartner: 2026년 AI-optimized IaaS 지출 +96% YoY; 추론 투자가 처음으로 학습을 능가 https://slicast.com/article/vygrub Slicast en 2026-10-08T21:09:00.000Z House passes dual AI export control bills as Senate stalls; BIS eases chip exports to UAE https://slicast.com/zh/article/vygrub Slicast zh-cn 2026-10-08T21:09:00.000Z 众议院通过AI出口管制双法案,参议院受阻;BIS已对阿联酋放宽芯片出口 https://slicast.com/ko/article/vygrub Slicast ko 2026-10-08T21:09:00.000Z 상원 지지부진 속 하원, 이중 AI 수출 통제 법안 통과; BIS, UAE로의 칩 수출 완화 https://slicast.com/article/1rmp2le Slicast en 2026-10-08T21:08:00.000Z OpenAI reportedly signs 20-year Ohio lease; NVIDIA backs $105 billion financing with capacity reaching 8GW https://slicast.com/zh/article/1rmp2le Slicast zh-cn 2026-10-08T21:08:00.000Z OpenAI据报签署俄亥俄州20年租约,NVIDIA $1,050亿融资背书,终极规模或达8GW https://slicast.com/ko/article/1rmp2le Slicast ko 2026-10-08T21:08:00.000Z OpenAI, 20년 오하이오 임차 계약 체결로 보도; NVIDIA, 8GW 수용력 $105 billion 자금 조달 지원 https://slicast.com/article/c74fhq Slicast en 2026-10-08T21:07:00.000Z Five hyperscale operators' 2026 AI capex exceeds $730 billion; White House power pledge signed https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-08T21:07:00.000Z 五大超大规模厂商2026年AI资本开支合计超$7,300亿;White House"电力承诺"签署落地 https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-08T21:07:00.000Z 5개 하이퍼스케일 오퍼레이터의 2026 AI 캡엑스 7,300억 달러 초과; 백악관 전력 공약 서명 https://slicast.com/article/1g1ckk5 Slicast en 2026-10-08T21:06:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-10-08T21:06:35.000Z 深入 Omniverse:开发者如何借助前沿 AI 智能体将创意转化为仿真 https://slicast.com/ko/article/1g1ckk5 Slicast ko 2026-10-08T21:06:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents 옴니버스로 들어가기: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 구현하는 방법 https://slicast.com/article/if355f Slicast en 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW facility fully commercialized, baseline contract value $19.6 billion; Needham maintains buy at $138 https://slicast.com/zh/article/if355f Slicast zh-cn 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW园区全面商业化,基础合同价值$196亿;Needham维持买入$138 https://slicast.com/ko/article/if355f Slicast ko 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW 시설 완전 상용화, 기본 계약 가액 $19.6 billion; Needham 매수 의견 유지, 목표가 $138 https://slicast.com/article/fw9ck5 Slicast en 2026-10-08T21:05:00.000Z UK neocloud Nscale IPO scheduled for October 15 listing on NYSE, valuation approximately $35 billion, contract backlog $103 billion https://slicast.com/zh/article/fw9ck5 Slicast zh-cn 2026-10-08T21:05:00.000Z 英国neocloud Nscale IPO定于10月15日挂牌NYSE,估值约$350亿,合同积压$1,030亿 https://slicast.com/ko/article/fw9ck5 Slicast ko 2026-10-08T21:05:00.000Z 영국 네오클라우드 Nscale IPO는 10월 15일 NYSE 상장 예정, 평가액 약 $35 billion, 계약 백로그 $103 billion입니다. https://slicast.com/article/z1aaun Slicast en 2026-10-08T21:04:00.000Z Penguin Solutions Q4 earnings substantially beat expectations, revenue $567M (+68%), stock gained 16.8% this week https://slicast.com/zh/article/z1aaun Slicast zh-cn 2026-10-08T21:04:00.000Z Penguin Solutions Q4财报大超预期,营收$5.67亿(+68%),股价本周累涨16.8% https://slicast.com/ko/article/z1aaun Slicast ko 2026-10-08T21:04:00.000Z Penguin Solutions Q4 실적이 기대치를 크게 상회했고, 매출 $567M (+68%), 주가는 이번 주 16.8% 올랐다 https://slicast.com/article/vksbqo Slicast en 2026-10-08T21:03:00.000Z SK Hynix 16-layer HBM4 officially in mass production for NVIDIA Rubin; Micron samples shipped. https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-08T21:03:00.000Z SK Hynix 16层HBM4正式量产出货NVIDIA Rubin,Micron已发样品 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-08T21:03:00.000Z SK Hynix 16층 HBM4 NVIDIA Rubin용 공식 양산 진입; Micron 샘플 배송. https://slicast.com/article/1kysaam Slicast en 2026-10-08T21:02:00.000Z Price increase narrative meets financing logic: Nebius H100 up 21%, CoreWeave deficit ~$40M/MW, but Rothschild says actual losses after cost deduction https://slicast.com/zh/article/1kysaam Slicast zh-cn 2026-10-08T21:02:00.000Z 涨价叙事遭遇信贷逻辑:Nebius H100提价21%、CoreWeave短约$40M/MW,但Rothschild称扣成本后实际亏损 https://slicast.com/ko/article/1kysaam Slicast ko 2026-10-08T21:02:00.000Z 가격 인상 내러티브가 자금 조달 논리와 만남: Nebius H100 21% 상승, CoreWeave 적자 ~$40M/MW, 하지만 Rothschild는 비용 공제 후 실제 손실 지적 https://slicast.com/article/1d632bx Slicast en 2026-10-08T21:01:00.000Z Rothschild Redburn Downgrades CoreWeave and Nebius; Three Neocloud Stocks Fall Three Days Running https://slicast.com/zh/article/1d632bx Slicast zh-cn 2026-10-08T21:01:00.000Z Rothschild Redburn双杀CoreWeave与Nebius,三大neocloud股三日连跌 https://slicast.com/ko/article/1d632bx Slicast ko 2026-10-08T21:01:00.000Z Rothschild Redburn, CoreWeave와 Nebius 강등; Three Neocloud 종목 3일 연속 하락 https://slicast.com/commentary/broadcom-2026-10-08 Slicast en 2026-10-08T20:42:17.466Z Why Broadcom Is Lending Billions to Its Own AI Chip Customers, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-08 Slicast zh-cn 2026-10-08T20:42:17.466Z 博通为何向自身AI芯片客户提供数百亿美元融资——2026年10月 https://slicast.com/commentary/coherent-2026-10-08 Slicast en 2026-10-08T20:34:07.507Z Coherent Corp. Stock Drop, October 2026: A $1.1B Capex Surge Meets an Unexplained Selloff https://slicast.com/zh/commentary/coherent-2026-10-08 Slicast zh-cn 2026-10-08T20:34:07.507Z Coherent Corp. 2026年10月股价异动：资本支出激增150%至11亿美元，单日跌幅9.6%无公开解释 https://slicast.com/commentary/astera-labs-2026-10-08 Slicast en 2026-10-08T20:25:33.547Z Astera Labs (ALAB), October 2026: -9.2% Drop After Record AI Connectivity Revenue Rally https://slicast.com/zh/commentary/astera-labs-2026-10-08 Slicast zh-cn 2026-10-08T20:25:33.547Z Astera Labs（ALAB）2026年10月：创纪录AI互联芯片营收涨势后单日跌9.2%，原因不明 https://slicast.com/brief/2026-10-09 Slicast en 2026-10-08T20:16:50.018Z Latest AI Infrastructure News: October 9, 2026 https://slicast.com/zh/brief/2026-10-09 Slicast zh-cn 2026-10-08T20:16:50.018Z AI 基础设施新闻早报 · 2026年10月9日 https://slicast.com/ko/brief/2026-10-09 Slicast ko 2026-10-08T20:16:50.018Z 최신 AI 인프라 뉴스 · 2026년 10월 9일