https://slicast.com/commentary/coreweave-2026-10-30 Slicast en 2026-10-30T20:14:26.581Z CoreWeave Stock, October 2026: 11% Single-Day Drop to $54 as Bond Yields Top 15% and the Neocloud Funding Model Faces a Stress Test https://slicast.com/zh/commentary/coreweave-2026-10-30 Slicast zh-cn 2026-10-30T20:14:26.581Z CoreWeave股价动态，2026年10月：单日跌11%至54美元，债券收益率升破15%，融资模式面临压力测试 https://slicast.com/brief/2026-10-31 Slicast en 2026-10-30T20:08:07.103Z Latest AI Infrastructure News: October 31, 2026 https://slicast.com/zh/brief/2026-10-31 Slicast zh-cn 2026-10-30T20:08:07.103Z AI 基础设施新闻早报 · 2026年10月31日 https://slicast.com/ko/brief/2026-10-31 Slicast ko 2026-10-30T20:08:07.103Z 최신 AI 인프라 뉴스 · 2026년 10월 31일 https://slicast.com/article/1puyqkl Slicast en 2026-10-30T19:11:06.000Z Inside Climate News reports that Texas, once considered 'the best place' to build data centers, is no longer seen that way. https://slicast.com/zh/article/1puyqkl Slicast zh-cn 2026-10-30T19:11:06.000Z Inside Climate News报道，曾被视为建设数据中心「最佳地点」的德克萨斯州，如今已不再被这样看待。 https://slicast.com/article/4oqdaf Slicast en 2026-10-30T18:42:50.000Z Simply Wall St examines what Enphase Energy (ENPH) could gain from its AI data center power breakthrough. https://slicast.com/zh/article/4oqdaf Slicast zh-cn 2026-10-30T18:42:50.000Z Simply Wall St分析了Enphase Energy（ENPH）凭借其人工智能数据中心供电突破可能获得的收益。 https://slicast.com/article/82dthf Slicast en 2026-10-30T18:40:40.000Z ChangXin Memory (CXMT) reported results for the nine months ended September 30, 2026, with coverage saying third-quarter revenue rose 613% and profit returned. https://slicast.com/zh/article/82dthf Slicast zh-cn 2026-10-30T18:40:40.000Z 长鑫存储（CXMT）公布截至2026年9月30日止九个月的业绩，据报道第三季度营收增长613%，并重新实现盈利。 https://slicast.com/article/156tx73 Slicast en 2026-10-30T17:55:14.000Z BofA says Big Tech bonds from META, AMZN, ORCL and GOOGL offer a better opportunity than their stocks. https://slicast.com/zh/article/156tx73 Slicast zh-cn 2026-10-30T17:55:14.000Z 美国银行（BofA）表示，Meta（META）、亚马逊（AMZN）、甲骨文（ORCL）和谷歌母公司（GOOGL）等大型科技公司的债券比其股票更具机会。 https://slicast.com/article/pqgtrd Slicast en 2026-10-30T17:47:01.000Z US tech stocks fell sharply as AI spending neared $1tn, according to the BBC. https://slicast.com/zh/article/pqgtrd Slicast zh-cn 2026-10-30T17:47:01.000Z 随着行业人工智能支出逼近1万亿美元，美国科技股大幅下跌，据BBC报道。 https://slicast.com/article/13pigq3 Slicast en 2026-10-30T17:42:01.000Z SK Telecom shares are in focus as the Anthropic IPO reshapes AI valuations, according to ad-hoc-news.de. https://slicast.com/zh/article/13pigq3 Slicast zh-cn 2026-10-30T17:42:01.000Z SK电信股价受到关注，因Anthropic的首次公开募股（IPO）正在重塑人工智能估值，据ad-hoc-news.de报道。 https://slicast.com/article/13dvzj0 Slicast en 2026-10-30T17:39:00.000Z Equinix reported record annualized gross bookings of $533m, up 35 percent, with project scale kept low and a broad customer base. https://slicast.com/zh/article/13dvzj0 Slicast zh-cn 2026-10-30T17:39:00.000Z Equinix公布创纪录的年化总预订额5.33亿美元，同比增长35%，同时项目规模保持较小、客户群保持广泛。 https://slicast.com/article/1vtvijw Slicast en 2026-10-30T17:38:07.000Z A Scottish automotive firm has mooted a data center in Glasgow and is sounding out the local council about a project near Cowlairs Park. https://slicast.com/zh/article/1vtvijw Slicast zh-cn 2026-10-30T17:38:07.000Z 一家苏格兰汽车企业提议在格拉斯哥建设数据中心，并正就Cowlairs Park附近的项目与当地议会沟通。 https://slicast.com/article/1fnay20 Slicast en 2026-10-30T17:37:40.000Z Applied Optoelectronics fell 15% and Coherent dropped 13%, while Lumentum and Marvell sank 10%, as hyperscaler spending fears hit AI optics stocks. https://slicast.com/zh/article/1fnay20 Slicast zh-cn 2026-10-30T17:37:40.000Z 在超大规模云厂商支出担忧冲击人工智能光学股之际，Applied Optoelectronics下跌15%，Coherent下跌13%，Lumentum和Marvell各下跌10%。 https://slicast.com/article/x6p44h Slicast en 2026-10-30T17:34:00.000Z TeraWulf (WULF) shares climbed as funding risks for AI data-center projects mounted, according to StocksToTrade. https://slicast.com/zh/article/x6p44h Slicast zh-cn 2026-10-30T17:34:00.000Z 随着人工智能数据中心项目的融资风险加剧，TeraWulf（WULF）股价上涨，据StocksToTrade报道。 https://slicast.com/article/1hu221u Slicast en 2026-10-30T17:33:49.000Z Google is outspending Microsoft in the race to expand cloud capacity, according to Channel Dive. https://slicast.com/zh/article/1hu221u Slicast zh-cn 2026-10-30T17:33:49.000Z 谷歌在扩大云容量的竞赛中支出超过微软，据Channel Dive报道。 https://slicast.com/article/1ffsmwy Slicast en 2026-10-30T17:29:52.000Z KLA says AI demand will drive its growth even as semiconductor shares weaken, according to Benzinga. https://slicast.com/zh/article/1ffsmwy Slicast zh-cn 2026-10-30T17:29:52.000Z 科磊（KLA）表示人工智能需求将推动其业绩增长，尽管半导体股价走弱，据Benzinga报道。 https://slicast.com/article/xql0nb Slicast en 2026-10-30T17:27:54.000Z Digital Realty set a bookings record, while Ascenty is building AI capacity in Brazil, according to BNamericas. https://slicast.com/zh/article/xql0nb Slicast zh-cn 2026-10-30T17:27:54.000Z 数字房地产（Digital Realty）创下预订额纪录，同时Ascenty正在巴西建设人工智能容量，据BNamericas报道。 https://slicast.com/article/zupdnb Slicast en 2026-10-30T17:24:44.000Z Sandisk's flash revenue growth accelerated further, according to Blocks & Files. https://slicast.com/zh/article/zupdnb Slicast zh-cn 2026-10-30T17:24:44.000Z 闪迪（Sandisk）的闪存业务营收增速进一步加快，据Blocks & Files报道。 https://slicast.com/article/1m608rd Slicast en 2026-10-30T17:14:22.000Z Iren (IREN) stock saw a modest fair value cut as analysts weighed AI funding risks, according to Yahoo Finance. https://slicast.com/zh/article/1m608rd Slicast zh-cn 2026-10-30T17:14:22.000Z Iren（IREN）股票的公允价值被小幅下调，因分析师权衡人工智能融资风险，据雅虎财经报道。 https://slicast.com/article/1pr1tsl Slicast en 2026-10-30T17:06:53.000Z Intel was on course for its worst day ever, triggering a global chip sell-off, according to Reuters. https://slicast.com/zh/article/1pr1tsl Slicast zh-cn 2026-10-30T17:06:53.000Z 英特尔股价有望创下历史最差单日表现，引发全球芯片股抛售，据路透社报道。 https://slicast.com/article/y2d3rp Slicast en 2026-10-30T17:06:00.000Z CoreWeave shares fell 11% and Nebius dropped 9% as hyperscaler spending jitters hit AI cloud stocks, while Cloudflare fell 12% and Snowflake dropped 9% in the same selloff. https://slicast.com/zh/article/y2d3rp Slicast zh-cn 2026-10-30T17:06:00.000Z 在超大规模云厂商支出担忧冲击人工智能云股票之际，CoreWeave股价下跌11%，Nebius下跌9%；同期Cloudflare下跌12%，Snowflake下跌9%。 https://slicast.com/article/141hoe5 Slicast en 2026-10-30T16:58:00.000Z Amazon's custom silicon, including Trainium and Graviton, reportedly posted a 20x revenue surge in the third quarter, according to The Tech Buzz. https://slicast.com/zh/article/141hoe5 Slicast zh-cn 2026-10-30T16:58:00.000Z 亚马逊自研芯片业务（包括Trainium和Graviton）据报道第三季度收入激增20倍，来源为The Tech Buzz。 https://slicast.com/article/16nqwlr Slicast en 2026-10-30T16:58:00.000Z Alphabet shares (GOOGL) fell 13% after its third-quarter earnings report, according to TradingView. https://slicast.com/zh/article/16nqwlr Slicast zh-cn 2026-10-30T16:58:00.000Z Alphabet（GOOGL）公布第三季度财报后股价下跌13%，据TradingView报道。 https://slicast.com/article/gf9f53 Slicast en 2026-10-30T16:48:13.000Z Data Center Dynamics publishes a piece titled 'Beyond the grid' on data-center power sourcing beyond conventional grid connections. https://slicast.com/zh/article/gf9f53 Slicast zh-cn 2026-10-30T16:48:13.000Z Data Center Dynamics发布题为「Beyond the grid」的报道，探讨数据中心在传统电网接入之外的电力获取方式。 https://slicast.com/article/1e3adyp Slicast en 2026-10-30T16:30:48.000Z SpiNNcloud has rebranded as Sparxity, which says the new name reflects its vision to 'only compute what matters', and announced a cluster deployment at the Jülich center in Germany. https://slicast.com/zh/article/1e3adyp Slicast zh-cn 2026-10-30T16:30:48.000Z SpiNNcloud已更名为Sparxity，公司称新名称体现其'只计算真正重要之物'的愿景，并宣布其集群已部署于德国Jülich中心。 https://slicast.com/article/1eb0mdj Slicast en 2026-10-30T16:28:11.000Z OpenAI CEO Sam Altman said on a podcast that it is 'quite terrible' for people to keep RAM in their own PCs when that memory could go into AI data centers, which he argued offer better utilization. https://slicast.com/zh/article/1eb0mdj Slicast zh-cn 2026-10-30T16:28:11.000Z OpenAI首席执行官山姆·奥尔特曼在一档播客中表示，'相当糟糕'的是人们在自己的电脑里保留内存，他认为这些内存应转入人工智能数据中心，那里的利用率更高。 https://slicast.com/article/1e2vy6y Slicast en 2026-10-30T16:22:28.000Z India's AM Intelligence is seeking $3B in debt financing to buy 29,000 Nvidia Rubin chips. https://slicast.com/zh/article/1e2vy6y Slicast zh-cn 2026-10-30T16:22:28.000Z 印度的AM Intelligence正寻求30亿美元债务融资，用于采购29,000颗英伟达Rubin芯片。 https://slicast.com/article/11fffhj Slicast en 2026-10-30T16:20:43.000Z Amazon shares slipped after its Q3 earnings, which came amid a push to spend $220B on AI infrastructure. https://slicast.com/zh/article/11fffhj Slicast zh-cn 2026-10-30T16:20:43.000Z 亚马逊第三季度财报发布后股价小幅下跌，此前公司正推动2200亿美元的人工智能支出计划。 https://slicast.com/article/hvhysq Slicast en 2026-10-30T16:20:43.000Z Modular data center provider DXN has lost a neocloud customer contract after the customer cancelled the deal following a shift in its business, though DXN was still paid for the work it had completed. https://slicast.com/zh/article/hvhysq Slicast zh-cn 2026-10-30T16:20:43.000Z 模块化数据中心供应商DXN失去了一份新型云服务商客户合同：该客户因自身业务转向而取消合作，但DXN已完成的工作仍获得了付款。 https://slicast.com/article/1uw1oed Slicast en 2026-10-30T16:18:28.000Z FinanceFeeds reports that Microsoft has banked $10 billion from OpenAI, while the overall tab keeps growing. https://slicast.com/zh/article/1uw1oed Slicast zh-cn 2026-10-30T16:18:28.000Z FinanceFeeds报道称，微软已从OpenAI获得100亿美元，但总账单仍在持续攀升。 https://slicast.com/article/1a2r6st Slicast en 2026-10-30T16:12:54.000Z Doosan will manufacture the upper reactor vessel for NuScale's small modular reactor (SMR). https://slicast.com/zh/article/1a2r6st Slicast zh-cn 2026-10-30T16:12:54.000Z 斗山将为NuScale的小型模块化反应堆(SMR)制造上部反应堆压力容器。 https://slicast.com/article/epnsrj Slicast en 2026-10-30T16:00:42.000Z DayOne has signed a memorandum of understanding (MoU) with Sembcorp to integrate power and energy solutions across its APAC data centers, as part of its 'Bring Your Own Power' initiative. https://slicast.com/zh/article/epnsrj Slicast zh-cn 2026-10-30T16:00:42.000Z DayOne与Sembcorp签署谅解备忘录，将在其亚太数据中心整合电力与能源解决方案，这是其'Bring Your Own Power'计划的一部分。 https://slicast.com/article/hsvl5v Slicast en 2026-10-30T15:50:32.000Z Largest US Grid is seeking to hold a data center power auction in March. https://slicast.com/zh/article/hsvl5v Slicast zh-cn 2026-10-30T15:50:32.000Z Largest US Grid寻求于3月举办数据中心电力拍卖。 https://slicast.com/article/3xssfr Slicast en 2026-10-30T15:49:41.000Z Livemint explains the US-China AI chip conflict as an espionage battle and asks whether Nvidia CEO Jensen Huang was targeted by a Chinese spy. https://slicast.com/zh/article/3xssfr Slicast zh-cn 2026-10-30T15:49:41.000Z Livemint的解读文章将美中人工智能芯片争端描述为一场间谍战，并探讨英伟达首席执行官黄仁勋是否曾遭中国间谍锁定。 https://slicast.com/article/13bgnt7 Slicast en 2026-10-30T15:39:42.000Z Hitachi's nuclear revenue rose as the delivery date for an SMR draws closer, while most of its Energy segment is grid equipment, where sales are strong but inflation and long delivery times are pressu https://slicast.com/zh/article/13bgnt7 Slicast zh-cn 2026-10-30T15:39:42.000Z 日立的核能业务收入随着某小型模块化反应堆(SMR)交付日期临近而增长，其能源板块的大部分业务为电网设备，销售强劲，但通胀与较长的交付周期构成压力。 https://slicast.com/article/chefmj Slicast en 2026-10-30T15:38:59.000Z Sabey DC will pilot HVO fuel as a diesel replacement at its data center in Austin, Texas, and plans to expand to additional sites if the pilot succeeds. https://slicast.com/zh/article/chefmj Slicast zh-cn 2026-10-30T15:38:59.000Z Sabey DC将在其位于Austin, Texas的数据中心试点使用氢化植物油(HVO)燃料替代柴油，若试点成功，公司计划扩展至其他站点。 https://slicast.com/article/b53lyp Slicast en 2026-10-30T15:34:52.000Z Synergy says enterprise cloud infrastructure spending jumped 55% year on year in Q3, marking the 12th consecutive quarter of growth. https://slicast.com/zh/article/b53lyp Slicast zh-cn 2026-10-30T15:34:52.000Z Synergy数据显示，第三季度企业云基础设施支出同比增长55%，这是连续第12个季度增长。 https://slicast.com/article/u3oo2t Slicast en 2026-10-30T15:32:44.000Z IBS has proposed a HK$563 million acquisition of an AI chip enterprise. https://slicast.com/zh/article/u3oo2t Slicast zh-cn 2026-10-30T15:32:44.000Z IBS提议以5.63亿港元收购一家人工智能芯片企业。 https://slicast.com/article/7iqask Slicast en 2026-10-30T15:30:00.000Z Anthropic has finally filed for an IPO, and SiliconANGLE argues that rising risks have not yet slowed the AI buildout. https://slicast.com/zh/article/7iqask Slicast zh-cn 2026-10-30T15:30:00.000Z Anthropic终于提交了首次公开募股(IPO)申请，SiliconANGLE认为日益增长的风险尚未放缓人工智能基础设施的建设。 https://slicast.com/article/1bn44gk Slicast en 2026-10-30T15:28:07.000Z Google has bought 56 hectares in Hamina, Finland, amid ongoing tree-felling disputes in Muhos; separately, Tekova plans a 50MW data center in Perho, while SRV has backed out of a 40MW project in Eura. https://slicast.com/zh/article/1bn44gk Slicast zh-cn 2026-10-30T15:28:07.000Z 谷歌在芬兰Hamina购入56公顷土地，同时Muhos的砍伐树木争议仍在持续；另外，Tekova计划在Perho建设50兆瓦数据中心，而SRV则退出了Eura的40兆瓦项目。 https://slicast.com/article/1ndwzew Slicast en 2026-10-30T15:18:20.000Z Blocks & Files says Samsung's memory business is virtually printing money, with the source giving no figures. https://slicast.com/zh/article/1ndwzew Slicast zh-cn 2026-10-30T15:18:20.000Z Blocks & Files报道称，三星的存储业务几乎在'印钞'，但报道未提供具体数字。 https://slicast.com/article/xo0zha Slicast en 2026-10-30T15:14:27.000Z Intel says an explosion at its Israel fab will cost the company about $600 million in losses, with Q3 2026 revenue reaching $16.5 billion, while Intel Foundry operating losses narrowed quarter over qu https://slicast.com/zh/article/xo0zha Slicast zh-cn 2026-10-30T15:14:27.000Z 英特尔表示，其以色列工厂爆炸将造成约6亿美元损失；2026年第三季度营收达165亿美元，Intel Foundry运营亏损环比收窄，公司称14A客户公告即将发布。 https://slicast.com/article/mrfsfc Slicast en 2026-10-30T15:11:01.000Z A feature argues that switches are not scaling fast enough for AI data centers, a bottleneck that could hurt data center operators. https://slicast.com/zh/article/mrfsfc Slicast zh-cn 2026-10-30T15:11:01.000Z 一篇专题文章指出，交换机的扩展速度跟不上AI数据中心的需求，这一瓶颈可能伤害数据中心运营商。 https://slicast.com/article/1uw2jjx Slicast en 2026-10-30T14:30:00.000Z PsiQuantum has turned its photonics know-how into an eight-port optical switch for AI data center GPU networks, typically losing 1.2 dB of light, versus the up to 3 dB loss that data centers allow. https://slicast.com/zh/article/1uw2jjx Slicast zh-cn 2026-10-30T14:30:00.000Z PsiQuantum将其光子学技术用于一款面向AI数据中心GPU网络的八端口光交换机，该产品通常损耗1.2分贝光信号，而数据中心允许的损耗上限为3分贝。 https://slicast.com/article/k4fa56 Slicast en 2026-10-30T14:22:20.000Z Foxconn dismisses AI bubble fears as a fresh partnership with OpenAI is reportedly in the works. https://slicast.com/zh/article/k4fa56 Slicast zh-cn 2026-10-30T14:22:20.000Z 富士康驳斥了AI泡沫担忧，同时据报道正与OpenAI酝酿新的合作。 https://slicast.com/article/mwp4hd Slicast en 2026-10-30T14:12:49.000Z NTT DATA has expanded its AI Factory global footprint to five sites. https://slicast.com/zh/article/mwp4hd Slicast zh-cn 2026-10-30T14:12:49.000Z NTT数据已将其AI Factory的全球布局扩展至五个站点。 https://slicast.com/article/i3vydf Slicast en 2026-10-30T14:03:29.000Z Intel shares fell roughly 25–29% in a single session, on course for their worst day on record, after a weak outlook and a PC market slump overshadowed an earnings beat. The sell-off spread into a glob https://slicast.com/zh/article/i3vydf Slicast zh-cn 2026-10-30T14:03:29.000Z 英特尔股价单日下跌约25%–29%,有望创下历史最差单日表现。在业绩超预期的背景下,疲软的业绩指引和PC市场低迷成为主要压力,抛售随后蔓延为全球芯片股暴跌,戴尔、AMD和英伟达股价也出现下跌。各方报道对跌幅的具体数字说法不一。 https://slicast.com/ko/article/i3vydf Slicast ko 2026-10-30T14:03:29.000Z Intel 주가가 단일 거래일에 약 25~29% 하락하며 사상 최악의 하루를 향해 가고 있다. 실적은 예상치를 웃돌았지만 부진한 전망과 PC 시장 침체가 이를 가렸다. 매도세는 글로벌 반도체 급락으로 번졌고, Dell, AMD, Nvidia도 하락했다. 하락 폭은 보도마다 차이가 있다. https://slicast.com/article/13n4dhn Slicast en 2026-10-30T14:00:00.000Z The EIA reports that battery storage is increasingly co-located with new utility-scale solar photovoltaic capacity, with over 16% of new utility-scale solar capacity as of September 2026 including co- https://slicast.com/zh/article/13n4dhn Slicast zh-cn 2026-10-30T14:00:00.000Z 美国能源信息署（EIA）报告称，截至2026年9月，超过16%的新建公用事业级太阳能光伏装机已配套储能，共址储能的比例持续上升。 https://slicast.com/article/lo5gfb Slicast en 2026-10-30T13:55:00.000Z CXMT swung to profit with 269 billion yuan reported for the first three quarters and plans a share buyback of up to 2 billion yuan. https://slicast.com/zh/article/lo5gfb Slicast zh-cn 2026-10-30T13:55:00.000Z 长鑫存储前三季度扭亏为盈，相关金额为2690亿元，并计划回购最高20亿元的股份。 https://slicast.com/article/1svlhej Slicast en 2026-10-30T13:44:26.000Z On its Q3 2026 earnings call, Amazon CEO Jassy said Bedrock could become as big as EC2, while AWS growth and AI spending were highlighted. https://slicast.com/zh/article/1svlhej Slicast zh-cn 2026-10-30T13:44:26.000Z 亚马逊首席执行官Jassy在2026年第三季度财报电话会上表示，Bedrock有望发展到与EC2一样大的规模，亚马逊云科技（AWS）的增长与AI支出也受到关注。 https://slicast.com/article/pld0cp Slicast en 2026-10-30T13:40:28.000Z CAISO proposes new rules for large loads seeking connection to the California grid and will file the proposal with FERC. https://slicast.com/zh/article/pld0cp Slicast zh-cn 2026-10-30T13:40:28.000Z 加州独立系统运营商（CAISO）提出了大型负荷接入加州电网的新规则，并将向美国联邦能源管理委员会（FERC）提交该提案。 https://slicast.com/article/1qernsf Slicast en 2026-10-30T13:26:19.000Z CXMT (长鑫存储) swung to a third-quarter net profit of 54.4 billion yuan, turning profitable as the DRAM shortage lifted its results. https://slicast.com/zh/article/1qernsf Slicast zh-cn 2026-10-30T13:26:19.000Z 长鑫存储（CXMT）第三季度实现净利润544亿元人民币，由亏转盈。 https://slicast.com/article/lcyt25 Slicast en 2026-10-30T13:18:00.000Z A PowerBank partner signed its first lease for a US$7.16 million modular data center in Ontario. https://slicast.com/zh/article/lcyt25 Slicast zh-cn 2026-10-30T13:18:00.000Z PowerBank的合作伙伴在安大略省签下首份租约，租用一座价值716万美元的模块化数据中心。 https://slicast.com/article/glsik3 Slicast en 2026-10-30T13:14:44.000Z DayOne signed an MoU with Blue Whale Energy to study the feasibility of a distributed virtual power plant in Singapore to support its SG1 data center. https://slicast.com/zh/article/glsik3 Slicast zh-cn 2026-10-30T13:14:44.000Z DayOne与Blue Whale Energy签署谅解备忘录，研究在新加坡建设分布式虚拟电厂的可行性，以支持其SG1数据中心。 https://slicast.com/article/oqbk05 Slicast en 2026-10-30T13:14:03.000Z Lightmatter's lead ASIC engineer Clifford Chao has joined OpenAI as its silicon lead. https://slicast.com/zh/article/oqbk05 Slicast zh-cn 2026-10-30T13:14:03.000Z Lightmatter的首席专用集成电路工程师Clifford Chao加入OpenAI，出任芯片负责人。 https://slicast.com/article/1djecoi Slicast en 2026-10-30T13:01:00.000Z A Chinese executive close to Nvidia's CEO is suspected of giving China information, according to the Wall Street Journal. https://slicast.com/zh/article/1djecoi Slicast zh-cn 2026-10-30T13:01:00.000Z 据《华尔街日报》报道，一名与英伟达首席执行官关系密切的中国高管被怀疑向中国提供信息。 https://slicast.com/article/1569bn Slicast en 2026-10-30T13:00:08.000Z CalEthos advanced development of its Idaho digital infrastructure campus. https://slicast.com/zh/article/1569bn Slicast zh-cn 2026-10-30T13:00:08.000Z CalEthos推进其位于Idaho的数字基础设施园区开发。 https://slicast.com/article/gbefvk Slicast en 2026-10-30T12:59:46.000Z Backlash has erupted over a $1 billion data centre from Goodman Group, with the community reportedly feeling 'betrayed, blindsided'. https://slicast.com/zh/article/gbefvk Slicast zh-cn 2026-10-30T12:59:46.000Z 古德曼集团一座10亿美元的数据中心项目引发强烈反对，据报道当地社区感到'被背叛、措手不及'。 https://slicast.com/article/e0oxru Slicast en 2026-10-30T12:56:05.000Z CXMT's third-quarter revenue rose 613% as the DRAM shortage swung the company into profit. https://slicast.com/zh/article/e0oxru Slicast zh-cn 2026-10-30T12:56:05.000Z CXMT第三季度营收增长613%，内存短缺使其由亏转盈。 https://slicast.com/article/s7mx87 Slicast en 2026-10-30T12:50:58.000Z Qualcomm is betting its AI inference chips can chip away at Nvidia's position before 2029. https://slicast.com/zh/article/s7mx87 Slicast zh-cn 2026-10-30T12:50:58.000Z 高通押注其人工智能推理芯片能在2029年前从英伟达手中蚕食份额。 https://slicast.com/article/93nm37 Slicast en 2026-10-30T12:46:34.000Z Intel's earnings were held back by a PC downturn ('PC winter'), which offset healthy growth in its AI business. https://slicast.com/zh/article/93nm37 Slicast zh-cn 2026-10-30T12:46:34.000Z 英特尔财报显示，个人电脑'寒冬'已经到来，抵消了其人工智能业务的健康增长。 https://slicast.com/article/18f2q2v Slicast en 2026-10-30T12:45:29.000Z Amazon shares sank as the company spends heavily on AI. https://slicast.com/zh/article/18f2q2v Slicast zh-cn 2026-10-30T12:45:29.000Z 亚马逊股价下跌，原因是其在人工智能上的大额支出。 https://slicast.com/article/p557kj Slicast en 2026-10-30T12:44:38.000Z OpenAI CEO Sam Altman said it is 'terrible to have everybody have a bunch of the world's limited supply of DRAM' rather than having it all go into datacenters. https://slicast.com/zh/article/p557kj Slicast zh-cn 2026-10-30T12:44:38.000Z OpenAI首席执行官Sam Altman表示，'让所有人都占有全球有限的动态随机存取存储器供应，这很糟糕'，而不是把这些供应全部投入数据中心。 https://slicast.com/article/x8t6tl Slicast en 2026-10-30T12:20:04.000Z China denied allegations that it ran a spy operation targeting Nvidia's CEO. https://slicast.com/zh/article/x8t6tl Slicast zh-cn 2026-10-30T12:20:04.000Z 中国否认了针对英伟达首席执行官实施间谍行动的指控。 https://slicast.com/article/1famxkc Slicast en 2026-10-30T12:15:00.000Z A reported $63B Broadcom deal with Anthropic is seen as potentially the contract that finally drives Broadcom's custom-silicon business into higher gear. https://slicast.com/zh/article/1famxkc Slicast zh-cn 2026-10-30T12:15:00.000Z 据报道，博通与Anthropic之间价值630亿美元的交易有望让博通的定制芯片业务真正提速。 https://slicast.com/article/1jyw3gq Slicast en 2026-10-30T12:11:43.000Z Microsoft's Azure grew 48%, its fastest pace in two years, and Microsoft has named the segment after AI agents. https://slicast.com/zh/article/1jyw3gq Slicast zh-cn 2026-10-30T12:11:43.000Z 微软Azure增长48%，为两年来最快增速，同时微软将该业务板块以人工智能智能体命名。 https://slicast.com/article/1i88grk Slicast en 2026-10-30T12:06:41.000Z Oracle is among AI firms pushing ahead with Gulf expansion. https://slicast.com/zh/article/1i88grk Slicast zh-cn 2026-10-30T12:06:41.000Z 甲骨文是继续推进海湾地区扩张的人工智能公司之一。 https://slicast.com/article/1iou732 Slicast en 2026-10-30T12:00:00.000Z Xcel Energy rolled out a $70B five-year capital plan focused on renewables, with the spending plan including a 9.2 GW component (the source excerpt is truncated). https://slicast.com/zh/article/1iou732 Slicast zh-cn 2026-10-30T12:00:00.000Z Xcel Energy推出了一项以可再生能源为重点、规模为700亿美元的五年期资本计划，其中支出计划包含9.2吉瓦的相关部分（原文摘录被截断）。 https://slicast.com/article/221895 Slicast en 2026-10-30T12:00:00.000Z TerraVolt Holdings secured an option on a 1,077-acre site in Idaho for a 240 MW gas-powered data center campus. https://slicast.com/zh/article/221895 Slicast zh-cn 2026-10-30T12:00:00.000Z TerraVolt Holdings获得了位于Idaho、占地1,077英亩用地的购买选择权，用于建设240兆瓦的燃气发电数据中心园区。 https://slicast.com/article/13f2j1c Slicast en 2026-10-30T12:00:00.000Z INTEL CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/13f2j1c Slicast zh-cn 2026-10-30T12:00:00.000Z INTEL CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/2j7iwi Slicast en 2026-10-30T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/2j7iwi Slicast zh-cn 2026-10-30T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/iv9vz2 Slicast en 2026-10-30T12:00:00.000Z AMAZON COM INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/iv9vz2 Slicast zh-cn 2026-10-30T12:00:00.000Z AMAZON COM INC 提交 10-Q：季度报告(10-Q) https://slicast.com/article/s9x59n Slicast en 2026-10-30T11:20:56.000Z Nebius leases 50 MW of AI data center capacity from AIB for a 12-year term. https://slicast.com/zh/article/s9x59n Slicast zh-cn 2026-10-30T11:20:56.000Z Nebius 向 AIB 租赁 50 兆瓦人工智能数据中心容量，租期 12 年。 https://slicast.com/article/rs6guf Slicast en 2026-10-30T11:11:19.000Z Envision says its 3GW Galaxy AI data center campus in China will be completed by 2028. https://slicast.com/zh/article/rs6guf Slicast zh-cn 2026-10-30T11:11:19.000Z 远景科技表示，其位于中国的 3 吉瓦 Galaxy 人工智能数据中心园区将于 2028 年建成。 https://slicast.com/article/19mujqd Slicast en 2026-10-30T11:05:51.000Z CXMT swung to a third-quarter net profit of 54.4 billion yuan as AI memory demand lifted chip prices, with sales up sevenfold even as growth slowed. https://slicast.com/zh/article/19mujqd Slicast zh-cn 2026-10-30T11:05:51.000Z 长鑫存储（CXMT）第三季度实现净利润 544 亿元，由亏转盈，人工智能带动的内存需求推高芯片价格；其销售额增长七倍，但增速已经放缓。 https://slicast.com/article/1v3ixiv Slicast en 2026-10-30T11:00:00.000Z Tom's Hardware tested Nvidia's Vera data center CPU standalone against Intel's Granite Rapids-AP and AMD's EPYC Turin. https://slicast.com/zh/article/1v3ixiv Slicast zh-cn 2026-10-30T11:00:00.000Z Tom's Hardware 对英伟达 Vera 数据中心中央处理器进行了单独测试，并与英特尔 Granite Rapids-AP 及 AMD EPYC Turin 进行了对比。 https://slicast.com/article/12i9k9l Slicast en 2026-10-30T10:56:57.000Z A report reveals DeepSeek is raising financing on the scale of over 100 billion yuan at a valuation of 615.5 billion yuan. https://slicast.com/zh/article/12i9k9l Slicast zh-cn 2026-10-30T10:56:57.000Z 消息披露，DeepSeek 融资规模达千亿元级别，估值为 6155 亿元。 https://slicast.com/article/ar3t2u Slicast en 2026-10-30T10:56:56.000Z Foxconn says it is working on a new tie-up with OpenAI and that there is no AI bubble. https://slicast.com/zh/article/ar3t2u Slicast zh-cn 2026-10-30T10:56:56.000Z 鸿海表示正与 OpenAI 洽谈新的合作，并称人工智能并不存在泡沫。 https://slicast.com/article/1upiywh Slicast en 2026-10-30T10:40:00.000Z A criminal investigation has been launched into deforestation and environmental damage caused by Google's Finnish subsidiary in connection with an unapproved AI data center. https://slicast.com/zh/article/1upiywh Slicast zh-cn 2026-10-30T10:40:00.000Z 谷歌芬兰子公司因未经批准的人工智能数据中心建设造成森林砍伐及环境破坏，已被立案展开刑事调查。 https://slicast.com/article/ledv0u Slicast en 2026-10-30T10:35:00.000Z Highlights from SNDK's Q1 earnings call centered on AI demand and supply discipline. https://slicast.com/zh/article/ledv0u Slicast zh-cn 2026-10-30T10:35:00.000Z SNDK 第一财季财报电话会议重点强调了人工智能需求与供给纪律。 https://slicast.com/article/14eb8xr Slicast en 2026-10-30T10:32:00.000Z Cameco reported third-quarter results, saying year-to-date performance is as expected, nuclear industry fundamentals continue to strengthen, and it has declared an annual dividend. https://slicast.com/zh/article/14eb8xr Slicast zh-cn 2026-10-30T10:32:00.000Z Cameco 公布第三季度业绩，表示年初至今业绩符合预期，核能行业基本面持续改善，并宣布派发年度股息。 https://slicast.com/article/11qnseb Slicast en 2026-10-30T10:30:07.000Z Beijing rejected a US report alleging a suspected spy targeted Nvidia CEO Jensen Huang, calling the claims groundless amid rising US-China tech tensions. https://slicast.com/zh/article/11qnseb Slicast zh-cn 2026-10-30T10:30:07.000Z 北京驳回美方关于疑似间谍针对英伟达首席执行官黄仁勋的指控，称其毫无根据，中美科技紧张局势持续升温。 https://slicast.com/article/qe75eq Slicast en 2026-10-30T10:22:14.000Z CXMT plans to repurchase its own shares worth 1 to 2 billion yuan. https://slicast.com/zh/article/qe75eq Slicast zh-cn 2026-10-30T10:22:14.000Z 长鑫存储（CXMT）计划回购价值 10 亿至 20 亿元的公司股份。 https://slicast.com/article/17zy6rd Slicast en 2026-10-30T09:30:00.000Z A deadly explosion at Intel's Fab 28 in Israel forces a two-week shutdown with an estimated $600 million cost. Server CPU shipments are expected to be affected for two consecutive quarters. https://slicast.com/zh/article/17zy6rd Slicast zh-cn 2026-10-30T09:30:00.000Z 英特尔以色列 Fab 28 工厂发生致命爆炸,导致为期两周的停产,预计损失约 6 亿美元。服务器 CPU 出货预计将在连续两个季度受到影响。 https://slicast.com/ko/article/17zy6rd Slicast ko 2026-10-30T09:30:00.000Z 인텔의 이스라엘 Fab 28 공장에서 발생한 치명적인 폭발로 인해 2주간의 가동 중단이 불가피해졌으며, 추정 피해액은 6억 달러에 달한다. 서버용 CPU 출하량은 2개 분기 연속 영향을 받을 것으로 예상된다. https://slicast.com/article/4kqa32 Slicast en 2026-10-30T09:26:57.000Z Core Scientific shareholders have rejected CoreWeave's roughly $9 billion acquisition bid a second time. https://slicast.com/zh/article/4kqa32 Slicast zh-cn 2026-10-30T09:26:57.000Z Core Scientific股东再次否决了CoreWeave约90亿美元的收购要约。 https://slicast.com/ko/article/4kqa32 Slicast ko 2026-10-30T09:26:57.000Z Core Scientific 주주들이 CoreWeave의 약 90억 달러 규모 인수 제안을 두 번째로 거부했다. https://slicast.com/article/cpc7on Slicast en 2026-10-29T21:12:00.000Z Malaysia intercepts advanced AI chips concealed in 30 servers at KLIA, suspected to evade export controls https://slicast.com/zh/article/cpc7on Slicast zh-cn 2026-10-29T21:12:00.000Z 马来西亚机场截获逾 $1200 万芯片,藏匿于 30 台服务器,疑似规避出口管制中转 https://slicast.com/ko/article/cpc7on Slicast ko 2026-10-29T21:12:00.000Z 말레이시아, 쿠알라룸푸르 국제공항(KLIA)에서 서버 30대에 숨겨진 첨단 AI 칩 적발… 수출 통제 회피 의혹 https://slicast.com/article/vmlz5q Slicast en 2026-10-29T21:11:00.000Z Beijing proposes export controls on 23 AI technologies as Chinese hyperscalers join the capex surge https://slicast.com/zh/article/vmlz5q Slicast zh-cn 2026-10-29T21:11:00.000Z 中国 11 大平台 Q2 2026 资本开支 $276 亿,同比 +91%;但出口管制草案重塑出海边界 https://slicast.com/ko/article/vmlz5q Slicast ko 2026-10-29T21:11:00.000Z 베이징, 중국 하이퍼스케일러의 설비투자 급증에 맞춰 AI 기술 23종 수출통제 제안 https://slicast.com/article/1uczisp Slicast en 2026-10-29T21:10:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-29T21:10:00.000Z Nvidia 锁定供应链:与 6 大供应商签署数十亿美元协议,Rubin 配备 HBM4 / 22 TB/s,Feynman 2028 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-29T21:10:00.000Z Nvidia, AI 가속기 공급망 구축에 자금 지원해 생산 능력 확보 https://slicast.com/article/1gcsrj3 Slicast en 2026-10-29T21:09:00.000Z Broadcom Redefines AI Infrastructure with Industry-Leading Networking Innovations at 2026 OCP Global Summit https://slicast.com/zh/article/1gcsrj3 Slicast zh-cn 2026-10-29T21:09:00.000Z Broadcom OCP Global Summit:Tomahawk 6 / Thor Ultra 800G / CPO 三合一亮相,主打 10 万 GPU 集群 https://slicast.com/ko/article/1gcsrj3 Slicast ko 2026-10-29T21:09:00.000Z Broadcom, 2026 OCP 글로벌 서밋에서 업계 최고 수준의 네트워킹 혁신으로 AI 인프라 재정의 https://slicast.com/article/x4ve28 Slicast en 2026-10-29T21:08:00.000Z TeraWulf Expands Muskie Campus to 1 GW, Accelerates Phase 2 to 2029 https://slicast.com/zh/article/x4ve28 Slicast zh-cn 2026-10-29T21:08:00.000Z TeraWulf Muskie 校园容量从 500 MW 扩至 1 GW,第二阶段提前至 2029 年 https://slicast.com/ko/article/x4ve28 Slicast ko 2026-10-29T21:08:00.000Z TeraWulf, Muskie 캠퍼스를 1GW로 확장하고 2단계 일정을 2029년으로 앞당겨 https://slicast.com/article/15dlagr Slicast en 2026-10-29T21:06:00.000Z China Proposes Export Curbs on 23 AI Items, Including Model Weights and Chip Designs https://slicast.com/zh/article/15dlagr Slicast zh-cn 2026-10-29T21:06:00.000Z 中国 MOFCOM 提议对 23 项 AI 技术实施出口管制,含 LLM 权重与 >2 万亿参数模型 https://slicast.com/ko/article/15dlagr Slicast ko 2026-10-29T21:06:00.000Z 중국, 모델 가중치·칩 설계 등 AI 품목 23개에 대한 수출 규제 방안 제시 https://slicast.com/article/l1a10n Slicast en 2026-10-29T21:05:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-10-29T21:05:00.000Z Musk "guppy-level death"警告:债市已几乎关闭对纯 AI 数据中心公司的融资 https://slicast.com/ko/article/l1a10n Slicast ko 2026-10-29T21:05:00.000Z Elon Musk, 네오클라우드 200여 곳이 '구피급 소멸' 위기에 처해 있다고 주장 https://slicast.com/article/5btn1d Slicast en 2026-10-29T21:04:00.000Z Anthropic files S-1 to list on Nasdaq as ANT: $16.3B revenue, $80.7B loss, $800B+ compute commitments https://slicast.com/zh/article/5btn1d Slicast zh-cn 2026-10-29T21:04:00.000Z Anthropic 递交 S-1:上半年营收 $163 亿、亏损 $807 亿,算力承诺合同超 $8000 亿 https://slicast.com/ko/article/5btn1d Slicast ko 2026-10-29T21:04:00.000Z Anthropic, 나스닥 상장 위해 S-1 제출… 티커 ANT, 매출 163억 달러, 손실 807억 달러, 컴퓨팅 약정 8,000억 달러 이상 https://slicast.com/article/19yyyqg Slicast en 2026-10-29T21:03:00.000Z Alphabet Q3 Earnings Miss Sinks Stock, Reignites AI Capex Fears https://slicast.com/zh/article/19yyyqg Slicast zh-cn 2026-10-29T21:03:00.000Z Alphabet Q3 2026:近四年首次"营收+利润双双不及预期",资本开支 $513 亿亦低于 $551 亿预期 https://slicast.com/ko/article/19yyyqg Slicast ko 2026-10-29T21:03:00.000Z Alphabet 3분기 실적 미달에 주가 하락, AI 설비투자 우려 재점화 https://slicast.com/commentary/baidu-2026-10-29 Slicast en 2026-10-29T21:01:39.928Z Baidu HKEX Dual-Primary Listing and AI Revenue Pivot, October 2026 https://slicast.com/zh/commentary/baidu-2026-10-29 Slicast zh-cn 2026-10-29T21:01:39.928Z 百度港交所双重主要上市与AI收入转型，2026年10月 https://slicast.com/article/hrpxpg Slicast en 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027 Earnings: Cloud Growth Accelerates to 30% as Capex Misses on Delayed Third-Party Capacity https://slicast.com/zh/article/hrpxpg Slicast zh-cn 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027:资本开支 $452 亿低于预期 $507 亿,全年指引下修至 $1700 亿 https://slicast.com/ko/article/hrpxpg Slicast ko 2026-10-29T21:01:00.000Z Microsoft 2027 회계연도 1분기 실적: 클라우드 성장률 30%로 가속, 제3자 용량 지연으로 설비투자는 예상 밑돌아 https://slicast.com/article/apf4r5 Slicast en 2026-10-29T20:52:00.000Z ASIC is reportedly talking to bankers about the failed Firmus IPO, though no formal investigation has been opened yet. https://slicast.com/zh/article/apf4r5 Slicast zh-cn 2026-10-29T20:52:00.000Z 据报道，ASIC正在与投行人士就Firmus失败的首次公开募股进行沟通，但尚未启动正式调查。 https://slicast.com/ko/article/apf4r5 Slicast ko 2026-10-29T20:52:00.000Z ASIC은 실패한 Firmus IPO와 관련해 은행가들과 논의 중인 것으로 전해졌으나, 아직 공식 조사는 개시되지 않았다. https://slicast.com/commentary/iron-mountain-2026-10-29 Slicast en 2026-10-29T20:40:11.044Z Iron Mountain IRM: Saudi AI Compute Lease and Analyst Fair Value Upgrade, September 2026 https://slicast.com/zh/commentary/iron-mountain-2026-10-29 Slicast zh-cn 2026-10-29T20:40:11.044Z 铁山公司IRM：沙特AI算力租赁协议与分析师公允价值上调，2026年9月 https://slicast.com/commentary/google-2026-10-29 Slicast en 2026-10-29T20:30:00.456Z Google Cloud Stock, October 2026: A 12.6% Single-Session Drop Against a $513.9 Billion Backlog https://slicast.com/zh/commentary/google-2026-10-29 Slicast zh-cn 2026-10-29T20:30:00.456Z 谷歌云股价，2026年10月：单日跌幅12.6%，云服务积压合同达5139亿美元 https://slicast.com/brief/2026-10-30 Slicast en 2026-10-29T20:08:45.293Z Latest AI Infrastructure News: October 30, 2026 https://slicast.com/zh/brief/2026-10-30 Slicast zh-cn 2026-10-29T20:08:45.293Z AI 基础设施新闻早报 · 2026年10月30日 https://slicast.com/ko/brief/2026-10-30 Slicast ko 2026-10-29T20:08:45.293Z 최신 AI 인프라 뉴스 · 2026년 10월 30일 https://slicast.com/article/1ouzmi Slicast en 2026-10-29T19:52:05.000Z Eagle Point is providing $137.5 million in equipment financing to Energy Vault for power infrastructure serving AI data centers. https://slicast.com/zh/article/1ouzmi Slicast zh-cn 2026-10-29T19:52:05.000Z Eagle Point向Energy Vault提供1.375亿美元设备融资，用于人工智能数据中心的电力基础设施。 https://slicast.com/ko/article/1ouzmi Slicast ko 2026-10-29T19:52:05.000Z Eagle Point은 AI 데이터센터에 전력 인프라를 공급하는 Energy Vault에 1억 3,750만 달러 규모의 장비 금융을 제공합니다. https://slicast.com/article/ab7d8c Slicast en 2026-10-29T19:41:23.000Z Simply Wall St examines why Samsung Electronics (KOSE:A005930) is spending $1 billion on AI infrastructure. https://slicast.com/zh/article/ab7d8c Slicast zh-cn 2026-10-29T19:41:23.000Z Simply Wall St分析了三星电子（KOSE:A005930）为何在人工智能基础设施上投入10亿美元。 https://slicast.com/ko/article/ab7d8c Slicast ko 2026-10-29T19:41:23.000Z Simply Wall St가 삼성전자(KOSE:A005930)가 AI 인프라에 10억 달러를 투자하는 이유를 분석합니다. https://slicast.com/article/ofl94w Slicast en 2026-10-29T18:57:58.000Z Constellation has signed 20-year deals with Amazon and Google, a nuclear-power arrangement tied to data-center demand. https://slicast.com/zh/article/ofl94w Slicast zh-cn 2026-10-29T18:57:58.000Z Constellation与亚马逊、谷歌签署了为期20年的核电购电协议，服务于数据中心的负荷需求。 https://slicast.com/ko/article/ofl94w Slicast ko 2026-10-29T18:57:58.000Z Constellation은 Amazon 및 Google과 20년 계약을 체결했으며, 이는 데이터센터 수요와 연계된 원자력 발전 협약입니다. https://slicast.com/article/1eh01hs Slicast en 2026-10-29T18:53:54.000Z Synopsys has joined a Singapore consortium to improve cooling for data centers in tropical climates, combining engineering simulation, AI-assisted design, reduced-order modeling and physical testbed v https://slicast.com/zh/article/1eh01hs Slicast zh-cn 2026-10-29T18:53:54.000Z 新思科技加入新加坡一个财团，改进热带气候地区的数据中心冷却技术，将工程仿真、人工智能辅助设计、降阶建模与物理测试平台验证结合起来。 https://slicast.com/ko/article/1eh01hs Slicast ko 2026-10-29T18:53:54.000Z Synopsys가 열대 기후 지역 데이터센터의 냉각 성능 개선을 목표로 한 싱가포르 컨소시엄에 합류했다. 이번 협력은 엔지니어링 시뮬레이션, AI 기반 설계, 축소차수모델링(reduced-order modeling), 물리 테스트베드 검증을 결합한다. https://slicast.com/article/1fo835v Slicast en 2026-10-29T18:48:21.000Z Microsoft (MSFT) fiscal Q1 2027 earnings showed Azure surging 48% while the report flags growing energy concerns around AI. https://slicast.com/zh/article/1fo835v Slicast zh-cn 2026-10-29T18:48:21.000Z 微软（MSFT）2027财年第一季度财报显示，Azure增长48%，同时报道指出人工智能带来的能源担忧正在加剧。 https://slicast.com/ko/article/1fo835v Slicast ko 2026-10-29T18:48:21.000Z Microsoft(MSFT) 2027 회계연도 1분기 실적에서 Azure는 48% 급성장한 것으로 나타났으며, 보고서는 AI 관련 에너지 우려가 커지고 있다고 지적했다. https://slicast.com/article/dj0tcc Slicast en 2026-10-29T18:28:48.000Z Rival.io launched GraphX, which runs DeepSeek V4 Flash on just 8 NVIDIA L4 GPUs. https://slicast.com/zh/article/dj0tcc Slicast zh-cn 2026-10-29T18:28:48.000Z Rival.io推出GraphX，仅用8块英伟达L4图形处理器即可运行DeepSeek V4 Flash。 https://slicast.com/ko/article/dj0tcc Slicast ko 2026-10-29T18:28:48.000Z Rival.io가 GraphX를 출시했으며, 이 제품은 NVIDIA L4 GPU 8개만으로 DeepSeek V4 Flash를 구동합니다. https://slicast.com/article/1nwn0mm Slicast en 2026-10-29T18:13:09.000Z Gartner warns that $3.5 trillion in AI infrastructure spending could be at risk by 2030. https://slicast.com/zh/article/1nwn0mm Slicast zh-cn 2026-10-29T18:13:09.000Z 高德纳警告称，到2030年，3.5万亿美元的人工智能基础设施支出可能面临风险。 https://slicast.com/ko/article/1nwn0mm Slicast ko 2026-10-29T18:13:09.000Z Gartner는 2030년까지 3조 5천억 달러 규모의 AI 인프라 투자가 위험에 처할 수 있다고 경고했다. https://slicast.com/article/wxvx24 Slicast en 2026-10-29T17:56:59.000Z Bitcoin miners' AI revenue is projected to match their mining revenue by year-end. https://slicast.com/zh/article/wxvx24 Slicast zh-cn 2026-10-29T17:56:59.000Z 比特币矿企的人工智能收入预计将在年底前与挖矿收入持平。 https://slicast.com/ko/article/wxvx24 Slicast ko 2026-10-29T17:56:59.000Z 비트코인 채굴 기업들의 AI 매출이 연말까지 채굴 매출과 맞먹을 것으로 전망된다. https://slicast.com/article/1c3k89n Slicast en 2026-10-29T17:54:00.000Z EverWind has pivoted from a failed green ammonia project to a $10 billion AI data center in Nova Scotia. https://slicast.com/zh/article/1c3k89n Slicast zh-cn 2026-10-29T17:54:00.000Z EverWind由失败的绿氨项目转型，计划在新斯科舍省建设一座100亿美元的人工智能数据中心。 https://slicast.com/ko/article/1c3k89n Slicast ko 2026-10-29T17:54:00.000Z EverWind는 실패한 그린 암모니아 프로젝트에서 방향을 틀어 노바스코샤에 100억 달러 규모의 AI 데이터센터를 추진하고 있다. https://slicast.com/article/1p390kg Slicast en 2026-10-29T17:40:22.000Z GE Vernova has struck a $9 billion deal to buy high-voltage manufacturer Trench Group as gas turbine orders slow. https://slicast.com/zh/article/1p390kg Slicast zh-cn 2026-10-29T17:40:22.000Z GE Vernova以90亿美元收购高压设备制造商Trench Group，此时其燃气轮机订单正在放缓。 https://slicast.com/ko/article/1p390kg Slicast ko 2026-10-29T17:40:22.000Z GE Vernova, 고압 전력기기 제조사 Trench Group 인수를 위해 90억 달러 규모의 계약을 체결했다. 가스터빈 수주가 둔화되는 가운데 이뤄진 결정이다. https://slicast.com/article/klnndt Slicast en 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. https://slicast.com/zh/article/klnndt Slicast zh-cn 2026-10-29T17:34:41.000Z 康宁的利润因人工智能需求而大幅增长。 https://slicast.com/ko/article/klnndt Slicast ko 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. Corning, 이익 급증... AI 수요 덕분이다. Wait, correcting that to a clean translation: Corning의 이익이 AI 수요에 힘입어 급증했다. https://slicast.com/article/mmhtga Slicast en 2026-10-29T17:22:08.000Z NuScale Power rose 7% after announcing a manufacturing deal with Doosan. https://slicast.com/zh/article/mmhtga Slicast zh-cn 2026-10-29T17:22:08.000Z NuScale Power因与斗山达成制造协议而股价上涨7%。 https://slicast.com/ko/article/mmhtga Slicast ko 2026-10-29T17:22:08.000Z NuScale Power, Doosan과의 제조 계약 발표 후 주가가 7% 상승했다. https://slicast.com/article/19ah67x Slicast en 2026-10-29T17:21:14.000Z A Texas grid audit has stalled a $5 billion to $7 billion bond sale for an Anthropic data center. https://slicast.com/zh/article/19ah67x Slicast zh-cn 2026-10-29T17:21:14.000Z 得克萨斯州电网审计已推迟一笔与Anthropic数据中心相关的50亿至70亿美元债券发行。 https://slicast.com/ko/article/19ah67x Slicast ko 2026-10-29T17:21:14.000Z Texas 전력망 감사로 Anthropic 데이터센터에 대한 50억~70억 달러 규모 채권 발행이 지연되었다. https://slicast.com/article/rlpbif Slicast en 2026-10-29T17:10:52.000Z IREN's Spanish blueprint and refinanced GPUs barely moved the market, which remained fixated on hyperscaler budgets. https://slicast.com/zh/article/rlpbif Slicast zh-cn 2026-10-29T17:10:52.000Z IREN的西班牙项目蓝图与图形处理器再融资几乎没有推动股价，市场仍聚焦于超大规模云厂商的资本支出预算。 https://slicast.com/ko/article/rlpbif Slicast ko 2026-10-29T17:10:52.000Z IREN의 스페인 청사진과 재금융된 GPU는 시장에 거의 영향을 주지 못했으며, 시장은 여전히 하이퍼스케일러 예산에 주목하고 있었다. https://slicast.com/article/1rp6zze Slicast en 2026-10-29T17:10:00.000Z AI cloud stocks fell as Big Tech capex came in light, with Fastly down 6% and Oracle and Nebius each down 3%. https://slicast.com/zh/article/1rp6zze Slicast zh-cn 2026-10-29T17:10:00.000Z 随着科技巨头资本支出数据偏弱，人工智能云概念股下跌，Fastly下跌6%，甲骨文与Nebius各下跌3%。 https://slicast.com/ko/article/1rp6zze Slicast ko 2026-10-29T17:10:00.000Z AI 클라우드 주식은 빅테크의 설비투자(capex) 규모가 예상에 못 미치면서 하락했으며, Fastly는 6%, Oracle과 Nebius는 각각 3% 떨어졌다. https://slicast.com/article/17o7r70 Slicast en 2026-10-29T17:07:04.000Z A 700MW data center project has been proposed outside Lansing, Michigan, and local officials say they were blindsided by the proposal from a local economic development agency. https://slicast.com/zh/article/17o7r70 Slicast zh-cn 2026-10-29T17:07:04.000Z 密歇根州兰辛市郊外被提议建设一个700兆瓦的数据中心项目，当地官员称其对这一由地方经济发展机构提出的提案事先毫不知情。 https://slicast.com/ko/article/17o7r70 Slicast ko 2026-10-29T17:07:04.000Z 미시간주 랜싱 외곽에 700MW 규모의 데이터센터 프로젝트가 제안됐으며, 지역 공무원들은 지역 경제개발기관의 이번 제안에 대해 사전에 전혀 알지 못했다고 밝혔다. https://slicast.com/article/zq14xi Slicast en 2026-10-29T17:03:11.000Z In a report titled 'The 50-Gigawatt Test', SemiAnalysis sees a historic data center surge in 2027. https://slicast.com/zh/article/zq14xi Slicast zh-cn 2026-10-29T17:03:11.000Z SemiAnalysis在题为《50吉瓦考验》的报告中预计，2027年数据中心将迎来历史性的激增。 https://slicast.com/ko/article/zq14xi Slicast ko 2026-10-29T17:03:11.000Z 'The 50-Gigawatt Test'라는 제목의 보고서에서 SemiAnalysis는 2027년 데이터센터 투자가 역사적인 급증세를 보일 것으로 내다봤다. https://slicast.com/article/119jrly Slicast en 2026-10-29T17:01:15.000Z OneQode has leased 14MW from AdaniConneX in India, its first deployment in the country, with more planned. https://slicast.com/zh/article/119jrly Slicast zh-cn 2026-10-29T17:01:15.000Z OneQode已从AdaniConneX处在印度租用14兆瓦容量，这是其在印度的首个部署，后续还有更多计划。 https://slicast.com/ko/article/119jrly Slicast ko 2026-10-29T17:01:15.000Z OneQode는 인도에서 AdaniConneX로부터 14MW 규모의 시설을 임차했으며, 이는 인도 내 첫 번째 구축 사례이고 추가 구축도 계획되어 있다. https://slicast.com/article/ce4p56 Slicast en 2026-10-29T17:00:07.000Z China's CXMT is pushing ahead with mass production of HBM3E at 20–30% yields, though Samsung-style yield improvements will be difficult to achieve. https://slicast.com/zh/article/ce4p56 Slicast zh-cn 2026-10-29T17:00:07.000Z 长鑫存储（CXMT）正以20%至30%的良率推进HBM3E量产，但要复制三星式的良率提升将十分困难。 https://slicast.com/ko/article/ce4p56 Slicast ko 2026-10-29T17:00:07.000Z CXMT가 수율 20~30% 수준에서 HBM3E 양산을 추진하고 있으나, 삼성식 수율 개선은 달성하기 어려울 전망이다. https://slicast.com/article/8wca7w Slicast en 2026-10-29T16:56:03.000Z An analysis examines what hyperscale data centers mean for Minnesota's grid, water and land. https://slicast.com/zh/article/8wca7w Slicast zh-cn 2026-10-29T16:56:03.000Z 一篇分析文章探讨了超大规模数据中心对明尼苏达州电网、水资源和土地意味着什么。 https://slicast.com/ko/article/8wca7w Slicast ko 2026-10-29T16:56:03.000Z 하이퍼스케일 데이터센터가 미네소타의 전력망, 용수, 토지에 미치는 영향을 분석한 보고서이다. https://slicast.com/article/ne8bvl Slicast en 2026-10-29T16:51:06.000Z Texas Instruments has unveiled new chips it says target AI data-center bottlenecks, according to a stock-focused report. https://slicast.com/zh/article/ne8bvl Slicast zh-cn 2026-10-29T16:51:06.000Z 德州仪器据称推出了针对人工智能数据中心瓶颈的新芯片，相关消息见于一篇聚焦股价的报道。 https://slicast.com/ko/article/ne8bvl Slicast ko 2026-10-29T16:51:06.000Z Texas Instruments는 AI 데이터센터의 병목 현상 해소를 겨냥한 신규 칩을 공개했다고 밝혔다고 주식 전문 보도가 전했다. https://slicast.com/article/h6ve7j Slicast en 2026-10-29T16:50:01.000Z Nvidia used GTC Berlin to reframe its messaging for the European market, though commentators questioned whether the new message is convincing. https://slicast.com/zh/article/h6ve7j Slicast zh-cn 2026-10-29T16:50:01.000Z 英伟达在GTC柏林大会上重新调整了面向欧洲市场的信息传递，但业内评论质疑这套说法是否有说服力。 https://slicast.com/ko/article/h6ve7j Slicast ko 2026-10-29T16:50:01.000Z Nvidia는 GTC 베를린에서 유럽 시장을 겨냥해 메시지를 재구성했지만, 새로운 메시지가 설득력이 있는지에 대해서는 논평가들의 의문이 제기됐다. https://slicast.com/article/x6a1pb Slicast en 2026-10-29T16:47:34.000Z Nordic data center firm Heim has secured an investment from Omnes to fund its first projects in Finland. https://slicast.com/zh/article/x6a1pb Slicast zh-cn 2026-10-29T16:47:34.000Z 北欧数据中心企业Heim已获得Omnes的投资，将用于其在芬兰的首批项目。 https://slicast.com/ko/article/x6a1pb Slicast ko 2026-10-29T16:47:34.000Z Nordic 데이터센터 기업 Heim이 핀란드 첫 프로젝트 자금 조달을 위해 Omnes로부터 투자를 확보했다. https://slicast.com/article/ya5urf Slicast en 2026-10-29T16:44:06.000Z Enphase has advanced its AI data center power design with 900 V GaN switches. https://slicast.com/zh/article/ya5urf Slicast zh-cn 2026-10-29T16:44:06.000Z Enphase推出900伏氮化镓开关，推进其人工智能数据中心的电源设计。 https://slicast.com/ko/article/ya5urf Slicast ko 2026-10-29T16:44:06.000Z Enphase, 900 V GaN 스위치를 적용해 AI 데이터센터 전력 설계를 고도화했다. https://slicast.com/article/snh7w1 Slicast en 2026-10-29T16:42:00.000Z Vertiv beat third-quarter earnings expectations on robust sales growth and strong AI demand. https://slicast.com/zh/article/snh7w1 Slicast zh-cn 2026-10-29T16:42:00.000Z 维谛技术第三季度业绩超出预期，销售额强劲增长，人工智能需求旺盛。 https://slicast.com/ko/article/snh7w1 Slicast ko 2026-10-29T16:42:00.000Z Vertiv, 3분기 실적이 강력한 매출 성장과 AI 수요 호조에 힘입어 시장 예상치를 웃돌았다. https://slicast.com/article/1xzk8i7 Slicast en 2026-10-29T16:32:04.000Z A report explores whether home batteries can provide flexibility for data center power without curtailment. https://slicast.com/zh/article/1xzk8i7 Slicast zh-cn 2026-10-29T16:32:04.000Z 一份报告探讨了家用电池能否在不被削减发电的前提下，为数据中心电力提供灵活性。 https://slicast.com/ko/article/1xzk8i7 Slicast ko 2026-10-29T16:32:04.000Z 데이터센터 전력 수요에 대응하기 위해 출력 제한(커테일먼트) 없이 가정용 배터리가 유연성을 제공할 수 있는지 살펴본 보고서가 나왔다. https://slicast.com/article/1uxunhg Slicast en 2026-10-29T16:30:19.000Z Quantum DC canceled a community meeting in Australia over a 'credible bomb threat' concerning its proposed gigawatt-scale data center, which has already drawn local pushback. https://slicast.com/zh/article/1uxunhg Slicast zh-cn 2026-10-29T16:30:19.000Z Quantum DC因收到'可信炸弹威胁'而取消了其在澳大利亚的社区说明会，该项拟建的吉瓦级数据中心此前已遭遇当地反对。 https://slicast.com/ko/article/1uxunhg Slicast ko 2026-10-29T16:30:19.000Z Quantum DC는 제안된 기가와트급 데이터센터를 둘러싸고 이미 지역 주민들의 반발이 일고 있는 가운데, '신빙성 있는 폭발물 위협'을 이유로 호주에서 열릴 예정이던 주민 간담회를 취소했다. https://slicast.com/article/1ud0brm Slicast en 2026-10-29T16:26:51.000Z A DCD Studio episode with Allison Clements of ASG discusses evolving FERC regulations, managing large energy loads, grid interconnection and financial safeguards for data centers. https://slicast.com/zh/article/1ud0brm Slicast zh-cn 2026-10-29T16:26:51.000Z DCD Studio的一期节目邀请了ASG的Allison Clements，讨论FERC不断演变的监管规则、大型用电负荷管理、电网接入以及数据中心的财务保障措施。 https://slicast.com/ko/article/1ud0brm Slicast ko 2026-10-29T16:26:51.000Z DCD Studio의 에피소드에 ASG의 Allison Clements가 출연해 진화하는 FERC 규제, 대규모 에너지 부하 관리, 계통 연계(interconnection), 그리고 데이터센터를 위한 재무적 안전장치에 대해 논의한다. https://slicast.com/article/gfqu22 Slicast en 2026-10-29T16:18:00.000Z Teradyne's third-quarter earnings call highlighted AI demand and its 2027 growth plans. https://slicast.com/zh/article/gfqu22 Slicast zh-cn 2026-10-29T16:18:00.000Z 泰瑞达第三季度财报电话会议重点介绍了人工智能需求及其2027年增长规划。 https://slicast.com/ko/article/gfqu22 Slicast ko 2026-10-29T16:18:00.000Z 테라다인의 3분기 실적 발표 콘퍼런스 콜에서는 AI 수요와 2027년 성장 계획이 주요 내용으로 다뤄졌다. https://slicast.com/article/1lffvk9 Slicast en 2026-10-29T16:09:46.000Z Reuters reports that the AI data center boom is facing backlash at the US ballot box. https://slicast.com/zh/article/1lffvk9 Slicast zh-cn 2026-10-29T16:09:46.000Z 路透社报道称，美国选举投票层面正出现对人工智能数据中心热潮的反对声浪。 https://slicast.com/ko/article/1lffvk9 Slicast ko 2026-10-29T16:09:46.000Z Reuters는 AI 데이터센터 붐이 미국 선거에서 반발에 직면하고 있다고 보도했다. https://slicast.com/article/1e36vw8 Slicast en 2026-10-29T16:00:35.000Z Meta will buy 200,000 tons of low-carbon cement-associated credits from Fortera under a multi-year deal that supports development of Fortera's cement plant in Missouri. https://slicast.com/zh/article/1e36vw8 Slicast zh-cn 2026-10-29T16:00:35.000Z Meta将根据一项多年期协议，从Fortera购买20万吨低碳水泥相关信用额度，该协议将支持Fortera位于密苏里州的水泥工厂建设。 https://slicast.com/ko/article/1e36vw8 Slicast ko 2026-10-29T16:00:35.000Z Meta는 Fortera와 다년간 계약을 체결하고 저탄소 시멘트 관련 크레딧 20만 톤을 매입할 예정이며, 이번 계약은 미주리주에 위치한 Fortera의 시멘트 공장 개발을 지원합니다. https://slicast.com/article/1g1ckk5 Slicast en 2026-10-29T16:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-10-29T16:00:35.000Z 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 2026-10-29T16:00:35.000Z Into the Omniverse: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 구현하는 방법 https://slicast.com/article/123ud3i Slicast en 2026-10-29T15:59:26.000Z Nvidia responded to a report from The Information that CEO Jensen Huang was targeted by a suspected Chinese informant, saying the diversion allegations were investigated and debunked. https://slicast.com/zh/article/123ud3i Slicast zh-cn 2026-10-29T15:59:26.000Z 英伟达回应了《The Information》的一篇报道，该报道称首席执行官黄仁勋曾被疑似中国线人盯上；公司表示，有关芯片转移的指控已经过调查并被驳斥。 https://slicast.com/ko/article/123ud3i Slicast ko 2026-10-29T15:59:26.000Z Nvidia는 CEO 젠슨 황이 중국 정보원의 표적이 되었다는 The Information의 보도에 대응하며, 우회 공급 의혹을 조사한 결과 사실이 아닌 것으로 밝혀졌다고 밝혔다. https://slicast.com/article/1eo7beb Slicast en 2026-10-29T15:43:05.000Z PowerBank has signed its first lease, a 2 MW data center in Ontario hosting around 500 NVIDIA GB300 GPUs. https://slicast.com/zh/article/1eo7beb Slicast zh-cn 2026-10-29T15:43:05.000Z PowerBank签下首份租约，租赁位于安大略省的2兆瓦数据中心，将承载约500块英伟达GB300图形处理器。 https://slicast.com/ko/article/1eo7beb Slicast ko 2026-10-29T15:43:05.000Z PowerBank가 첫 번째 임대 계약을 체결했다. 온타리오주에 위치한 2 MW 규모의 데이터센터로, 약 500개의 NVIDIA GB300 GPU를 수용한다. https://slicast.com/article/14nwc0i Slicast en 2026-10-29T15:40:20.000Z SpaceX is buying out 418 homes near its flagship AI data center, but only if the owners drop their participation in a lawsuit; the properties would house SpaceXSI staff while also giving residents who https://slicast.com/zh/article/14nwc0i Slicast zh-cn 2026-10-29T15:40:20.000Z SpaceX拟收购其旗舰人工智能数据中心附近的418套住房，但前提是业主撤回参与的诉讼；这些房屋将用于安置SpaceXSI员工，同时也让不愿住在数据中心附近的居民有机会出售房产。 https://slicast.com/ko/article/14nwc0i Slicast ko 2026-10-29T15:40:20.000Z SpaceX는 주력 AI 데이터센터 인근 주택 418채를 매입할 계획이지만, 소유주들이 소송 참여를 철회하는 경우에만 추진한다. 해당 주택은 SpaceXSI 직원들이 거주하는 데 활용되는 한편, 데이터센터 근처에 살고 싶지 않은 주민들에게는 매각 기회를 제공하게 된다. https://slicast.com/article/11ovxqt Slicast en 2026-10-29T15:38:02.000Z Marvell is reportedly nearing a megadeal for Lumentum as part of its AI push, according to Bloomberg. https://slicast.com/zh/article/11ovxqt Slicast zh-cn 2026-10-29T15:38:02.000Z 据彭博社报道，美满电子正接近一项与Lumentum的大型收购交易，以推进其人工智能业务布局。 https://slicast.com/ko/article/11ovxqt Slicast ko 2026-10-29T15:38:02.000Z Marvell는 AI 사업 강화의 일환으로 Lumentum과의 대형 인수 거래를 임박한 것으로 Bloomberg가 보도했다. https://slicast.com/article/2yg8wi Slicast en 2026-10-29T15:30:00.000Z Oracle plans to bill customers for every AI task on top of seat subscriptions, as it juggles more than $90BN in capex, mounting debt and a $225BN revenue goal for 2030. https://slicast.com/zh/article/2yg8wi Slicast zh-cn 2026-10-29T15:30:00.000Z 甲骨文计划在座位订阅之外，按每项人工智能任务向客户收费，同时要应对超过900亿美元的资本开支、不断攀升的债务以及2030年2250亿美元的营收目标。 https://slicast.com/ko/article/2yg8wi Slicast ko 2026-10-29T15:30:00.000Z Oracle는 대규모 자본 지출, 누적 부채, 2030년 2,250억 달러 매출 목표를 동시에 관리하는 가운데, 좌석 구독료에 더해 모든 AI 작업에 대해 고객에게 요금을 청구할 계획이다. https://slicast.com/article/wbfitd Slicast en 2026-10-29T15:25:25.000Z AI demand is absorbing printed circuit board manufacturing capacity once used to serve PC, smart device and gadget makers, with PCB order books reported full until 2030. https://slicast.com/zh/article/wbfitd Slicast zh-cn 2026-10-29T15:25:25.000Z 人工智能需求正在挤占过去为个人电脑、智能设备和消费电子厂商服务的印刷电路板产能，相关订单据报道已排至2030年。 https://slicast.com/ko/article/wbfitd Slicast ko 2026-10-29T15:25:25.000Z AI 수요가 과거 PC, 스마트 기기 및 가전 제조사에 공급하던 인쇄회로기판(PCB) 생산 능력을 흡수하고 있으며, PCB 수주 잔고가 2030년까지 가득 찼다는 보도가 나온다. https://slicast.com/article/ekp7ff Slicast en 2026-10-29T15:22:07.000Z Marwynn has signed an MoU with Grenada National Resort, a large-scale luxury tourism and real estate development, to plan an AI data center and solar farm in Grenada worth up to $500m. https://slicast.com/zh/article/ekp7ff Slicast zh-cn 2026-10-29T15:22:07.000Z Marwynn与Grenada National Resort（一个大型豪华旅游与房地产开发项目）签署了谅解备忘录，拟在格林纳达规划一个人工智能数据中心和太阳能农场，项目投资额最高可达5亿美元。 https://slicast.com/ko/article/ekp7ff Slicast ko 2026-10-29T15:22:07.000Z Marwynn은 대규모 고급 관광·부동산 개발사인 Grenada National Resort와 양해각서(MoU)를 체결하고, 그레나다에 최대 5억 달러 규모의 AI 데이터센터와 태양광 발전단지를 계획하기로 했다. https://slicast.com/article/1pwpd59 Slicast en 2026-10-29T15:21:25.000Z The BAAJA bill would give federal regulators a 'bigger hammer' to break transmission blocks, and Rep. Josh Harder, D-Calif., says its cost-sharing provisions are the most important part. https://slicast.com/zh/article/1pwpd59 Slicast zh-cn 2026-10-29T15:21:25.000Z BAAJA法案将赋予联邦监管机构更有力的工具来打破输电阻塞，众议员Josh Harder（加州民主党）表示，其中的成本分摊条款是最重要的部分。 https://slicast.com/ko/article/1pwpd59 Slicast ko 2026-10-29T15:21:25.000Z BAAJA 법안은 연방 규제당국에 송전 장벽을 허물 수 있는 '더 큰 망치'를 쥐여주는 내용이며, 조시 하더(Josh Harder) 민주당 하원의원(캘리포니아)은 이 법안의 비용 분담 조항이 가장 중요한 부분이라고 말했다. https://slicast.com/article/uxrpfm Slicast en 2026-10-29T15:21:00.000Z CLS raised its 2026 outlook as AI demand powers an aggressive 2027 ramp. https://slicast.com/zh/article/uxrpfm Slicast zh-cn 2026-10-29T15:21:00.000Z CLS上调2026年业绩展望，人工智能需求推动其2027年产能激进爬坡。 https://slicast.com/ko/article/uxrpfm Slicast ko 2026-10-29T15:21:00.000Z CLS, AI 수요에 힘입어 2026년 전망치 상향 조정... 2027년 공격적 확대 계획 https://slicast.com/article/1wfcfh4 Slicast en 2026-10-29T15:15:00.000Z Cerebras will bring its fast AI inference service to Oracle Cloud. https://slicast.com/zh/article/1wfcfh4 Slicast zh-cn 2026-10-29T15:15:00.000Z Cerebras将把其快速人工智能推理服务引入甲骨文云。 https://slicast.com/ko/article/1wfcfh4 Slicast ko 2026-10-29T15:15:00.000Z Cerebras, Oracle Cloud에 고속 AI 추론 서비스를 제공할 예정이다. https://slicast.com/article/1rb9yon Slicast en 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group has launched Cortex DC and targets 2GW of data center capacity in India, though few rollout details have been shared. https://slicast.com/zh/article/1rb9yon Slicast zh-cn 2026-10-29T15:14:22.000Z 综合企业Chatterjee Group推出Cortex DC，目标在印度建设2吉瓦的数据中心容量，但目前尚未公布太多部署细节。 https://slicast.com/ko/article/1rb9yon Slicast ko 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group가 Cortex DC를 출범시키고 인도에서 2GW 규모의 데이터센터 용량을 목표로 한다고 밝혔으나, 구체적인 구축 계획은 거의 공개되지 않았다. https://slicast.com/article/dzqqew Slicast en 2026-10-29T15:06:30.000Z Datatec Ltd (DTTLY) H1 2027 earnings call highlights say AI infrastructure demand is driving record performance. https://slicast.com/zh/article/dzqqew Slicast zh-cn 2026-10-29T15:06:30.000Z Datatec Ltd（DTTLY）2027财年上半年业绩电话会议要点显示，人工智能基础设施需求正推动其业绩创下纪录。 https://slicast.com/ko/article/dzqqew Slicast ko 2026-10-29T15:06:30.000Z Datatec Ltd (DTTLY) 2027년 상반기(H1) 실적 발표 콜 주요 내용에 따르면, AI 인프라 수요가 기록적인 실적을 견인하고 있습니다. https://slicast.com/article/1d7bthr Slicast en 2026-10-29T15:05:24.000Z AEP raised its investment plan 30% to $100B for generation and transmission, as its contracted large loads jumped 22% to 84 GW, mainly on a 10.4-GW data center in Ohio being developed by SB Energy. https://slicast.com/zh/article/1d7bthr Slicast zh-cn 2026-10-29T15:05:24.000Z AEP将发电与输电投资计划提高30%至1000亿美元，签约大型负荷增长22%至84吉瓦，主要来自由SB Energy开发的俄亥俄州10.4吉瓦数据中心。 https://slicast.com/ko/article/1d7bthr Slicast ko 2026-10-29T15:05:24.000Z AEP은 계약된 대규모 부하가 22% 증가한 84GW에 도달함에 따라 발전 및 송전 투자 계획을 30% 상향한 1,000억 달러로 확대했으며, 이는 주로 SB Energy가 개발 중인 오하이오주 10.4GW 규모 데이터센터에 기인합니다. https://slicast.com/article/zfkoj Slicast en 2026-10-29T15:05:14.000Z PG&E reports a marginal increase in its data center pipeline, with 240MW of it in the construction phase. https://slicast.com/zh/article/zfkoj Slicast zh-cn 2026-10-29T15:05:14.000Z PG&E称其数据中心项目储备仅小幅增加，其中240兆瓦处于建设阶段。 https://slicast.com/ko/article/zfkoj Slicast ko 2026-10-29T15:05:14.000Z PG&E는 데이터센터 파이프라인이 소폭 늘었다고 보고했으며, 이 중 240MW는 건설 단계에 있다. https://slicast.com/article/1x1rzjf Slicast en 2026-10-29T14:43:55.000Z Nebius has a 364-day credit line and a 50-megawatt option in Saudi Arabia, with the delivery question still unresolved. https://slicast.com/zh/article/1x1rzjf Slicast zh-cn 2026-10-29T14:43:55.000Z Nebius获得一条364天期的授信额度，并在沙特阿拉伯拥有一项50兆瓦的选择权，但交付时间问题仍未解决。 https://slicast.com/ko/article/1x1rzjf Slicast ko 2026-10-29T14:43:55.000Z Nebius는 사우디아라비아에서 364일 신용 한도와 50메가와트 옵션을 보유하고 있으나, 인도 관련 문제는 아직 해결되지 않았습니다. Wait, I need to correct that: the source says "delivery question," not India. Corrected translation: Nebius는 사우디아라비아에서 364 https://slicast.com/article/1dxbkaf Slicast en 2026-10-29T14:34:54.000Z The Sierra Club estimates that US data center buildouts could wipe out 15 years of greenhouse gas emissions progress by 2030. https://slicast.com/zh/article/1dxbkaf Slicast zh-cn 2026-10-29T14:34:54.000Z 塞拉俱乐部估计，到2030年，美国数据中心建设可能抵消其过去15年在温室气体减排方面取得的进展。 https://slicast.com/ko/article/1dxbkaf Slicast ko 2026-10-29T14:34:54.000Z 시에라 클럽은 미국의 데이터센터 구축으로 인해 2030년까지 온실가스 배출 감축 성과 15년치가 사라질 수 있다고 추정했다. https://slicast.com/article/1ouqol8 Slicast en 2026-10-29T14:30:17.000Z Cadence will bring AI-enabled electronic design automation, system design and analysis, and digital twin expertise to the DOE's AI-driven science initiative, the Genesis Mission. https://slicast.com/zh/article/1ouqol8 Slicast zh-cn 2026-10-29T14:30:17.000Z 楷登电子将为美国能源部人工智能驱动的科学计划Genesis Mission带来人工智能增强的电子设计自动化、系统设计与分析以及数字孪生方面的专业能力。 https://slicast.com/ko/article/1ouqol8 Slicast ko 2026-10-29T14:30:17.000Z Cadence는 AI 기반 전자설계자동화(EDA), 시스템 설계 및 분석, 디지털 트윈 전문성을 미국 에너지부(DOE)의 AI 주도 과학 이니셔티브인 Genesis Mission에 제공할 예정이다. https://slicast.com/article/mhcqn4 Slicast en 2026-10-29T14:24:52.000Z Google's share price slumped as AI data center build-out drove $9bn of negative cash flow, while the search and cloud giant said capex spending will continue as planned. https://slicast.com/zh/article/mhcqn4 Slicast zh-cn 2026-10-29T14:24:52.000Z 谷歌股价下跌，因人工智能数据中心建设导致其现金流为负90亿美元；该公司表示资本开支将按计划继续。 https://slicast.com/ko/article/mhcqn4 Slicast ko 2026-10-29T14:24:52.000Z Google의 주가는 AI 데이터센터 구축이 90억 달러의 마이너스 현금흐름을 초래하면서 하락했으며, 검색 및 클라우드 기업인 Google은 설비투자(capex) 지출을 계획대로 계속할 것이라고 밝혔다. https://slicast.com/article/byks57 Slicast en 2026-10-29T14:12:37.000Z Thailand will require data centre developers to pitch for power under new rules. https://slicast.com/zh/article/byks57 Slicast zh-cn 2026-10-29T14:12:37.000Z 泰国将根据新规，要求数据中心开发商就电力供应进行竞争性推介。 https://slicast.com/ko/article/byks57 Slicast ko 2026-10-29T14:12:37.000Z 태국은 새로운 규정에 따라 데이터센터 개발사들이 전력을 확보하기 위해 입찰에 참여하도록 요구할 예정이다. https://slicast.com/article/1k762z Slicast en 2026-10-29T14:11:54.000Z Victoria has published its Sustainable Data Centre Action Plan. https://slicast.com/zh/article/1k762z Slicast zh-cn 2026-10-29T14:11:54.000Z 维多利亚州发布了《可持续数据中心行动计划》。 https://slicast.com/ko/article/1k762z Slicast ko 2026-10-29T14:11:54.000Z Victoria 주정부가 지속가능한 데이터센터 실행계획(Sustainable Data Centre Action Plan)을 발표했다. https://slicast.com/article/4lwzaq Slicast en 2026-10-29T14:07:49.000Z US antitrust regulators are scrutinizing Nvidia's planned acquisition of Hugging Face and its sales practices, with the Justice Department looking into the open-source platform deal. https://slicast.com/zh/article/4lwzaq Slicast zh-cn 2026-10-29T14:07:49.000Z 美国反垄断监管机构正在审查英伟达拟收购抱抱脸一事及其销售行为，美国司法部正在调查这笔开源平台收购。 https://slicast.com/ko/article/4lwzaq Slicast ko 2026-10-29T14:07:49.000Z US 반독점 규제 당국은 Nvidia의 Hugging Face 인수 계획과 판매 관행을 검토하고 있으며, 법무부는 이 오픈소스 플랫폼 인수 건을 조사 중이다. https://slicast.com/article/1pd9292 Slicast en 2026-10-29T14:06:43.000Z Marvell shares fell 12% as investors balked at reported talks on a megadeal with Lumentum. https://slicast.com/zh/article/1pd9292 Slicast zh-cn 2026-10-29T14:06:43.000Z 据报道美满电子与Lumentum洽谈大额并购，投资者对此持谨慎态度，美满电子股价下跌12%。 https://slicast.com/ko/article/1pd9292 Slicast ko 2026-10-29T14:06:43.000Z Marvell 주가가 Lumentum과의 대형 인수합병 협상 보도에 투자자들이 부담을 느끼면서 12% 하락했다. https://slicast.com/article/14nf68c Slicast en 2026-10-29T14:04:49.000Z Gradian has opened a $60 million manufacturing plant in Dayton, Minnesota, adding US-based capacity for liquid cooling, a component AI data centers increasingly rely on for high-density racks. https://slicast.com/zh/article/14nf68c Slicast zh-cn 2026-10-29T14:04:49.000Z Gradian在Dayton, Minnesota开设了一座价值6000万美元的制造工厂，新增美国本土的液冷产能。 https://slicast.com/ko/article/14nf68c Slicast ko 2026-10-29T14:04:49.000Z Gradian가 미네소타주 데이턴에 6,000만 달러 규모의 제조 공장을 열고, AI 데이터센터가 고밀도 랙에 점점 더 많이 의존하는 부품인 액체 냉각 장치의 미국 내 생산 능력을 늘렸다. https://slicast.com/article/1q6tsx5 Slicast en 2026-10-29T14:00:08.000Z China's Iluvatar CoreX says its new GPU matches Nvidia's H200, narrowing the domestic chip gap. https://slicast.com/zh/article/1q6tsx5 Slicast zh-cn 2026-10-29T14:00:08.000Z 天数智芯（Iluvatar CoreX）称其新款图形处理器性能与英伟达H200相当，国产芯片差距正在缩小。 https://slicast.com/ko/article/1q6tsx5 Slicast ko 2026-10-29T14:00:08.000Z China의 Iluvatar CoreX는 자사의 신규 GPU가 Nvidia H200과 대등한 성능을 낸다고 밝히며, 국내 반도체 격차를 좁히고 있다고 말했다. https://slicast.com/article/11tlyhh Slicast en 2026-10-29T13:47:40.000Z Memory chipmakers are gaining pricing leverage as Apple, Nvidia and Qualcomm compete for memory supply during the AI boom. https://slicast.com/zh/article/11tlyhh Slicast zh-cn 2026-10-29T13:47:40.000Z 人工智能热潮使存储芯片厂商在定价上更具话语权，苹果、英伟达与高通正争夺有限的存储供应。 https://slicast.com/ko/article/11tlyhh Slicast ko 2026-10-29T13:47:40.000Z 메모리 반도체 업체들이 AI 붐 속에서 Apple, Nvidia, Qualcomm이 메모리 공급을 두고 경쟁하면서 가격 협상력을 키우고 있다. https://slicast.com/article/flsjpa Slicast en 2026-10-29T13:45:00.000Z Meta Platforms' reported $100 billion financing plan is seen as a boon for Broadcom, which supplies custom AI silicon. https://slicast.com/zh/article/flsjpa Slicast zh-cn 2026-10-29T13:45:00.000Z 据报道，Meta Platforms的1000亿美元融资计划将利好博通，博通为其提供定制人工智能芯片。 https://slicast.com/ko/article/flsjpa Slicast ko 2026-10-29T13:45:00.000Z Meta Platforms의 보고된 1,000억 달러 규모 자금 조달 계획은 맞춤형 AI 반도체를 공급하는 Broadcom에 호재로 평가된다. https://slicast.com/article/1xbcyuo Slicast en 2026-10-29T13:42:39.000Z Seagate says hyperscalers are showing strong interest in its HAMR drives. https://slicast.com/zh/article/1xbcyuo Slicast zh-cn 2026-10-29T13:42:39.000Z 希捷表示，超大规模云服务商对其HAMR硬盘兴趣浓厚。 https://slicast.com/ko/article/1xbcyuo Slicast ko 2026-10-29T13:42:39.000Z Seagate는 하이퍼스케일러들이 자사의 HAMR 드라이브에 강한 관심을 보이고 있다고 밝혔다. https://slicast.com/article/1htmmab Slicast en 2026-10-29T13:37:31.000Z Google's AI chip sales are lifting its cloud revenue while affecting its cash flow. https://slicast.com/zh/article/1htmmab Slicast zh-cn 2026-10-29T13:37:31.000Z 谷歌的人工智能芯片销售正在提升其云业务收入，同时对现金流产生影响。 https://slicast.com/ko/article/1htmmab Slicast ko 2026-10-29T13:37:31.000Z Google의 AI 칩 판매가 클라우드 매출을 끌어올리는 한편, 현금 흐름에는 부담을 주고 있다. https://slicast.com/article/27ot14 Slicast en 2026-10-29T13:31:07.000Z TDK launched 1000 V and 1500 V contactors for electric vehicles, DC fast charging and AI data center infrastructure. https://slicast.com/zh/article/27ot14 Slicast zh-cn 2026-10-29T13:31:07.000Z TDK推出用于电动汽车、直流快充和人工智能数据中心基础设施的1000 V和1500 V接触器。 https://slicast.com/ko/article/27ot14 Slicast ko 2026-10-29T13:31:07.000Z TDK는 전기차, 직류 급속충전, AI 데이터센터 인프라용 1000 V 및 1500 V 컨택터를 출시했다. https://slicast.com/article/1cfumqh Slicast en 2026-10-29T13:30:00.000Z PowerBank Announces First 2 MW Modular Data Center in Ontario with Potential Annual Lease Revenue of Approximately C$2 Million https://slicast.com/zh/article/1cfumqh Slicast zh-cn 2026-10-29T13:30:00.000Z PowerBank宣布在安大略省建成首个2 MW模块化数据中心,预计年租赁收入约为200万加元 https://slicast.com/ko/article/1cfumqh Slicast ko 2026-10-29T13:30:00.000Z PowerBank, 온타리오주 최초 2MW 규모 모듈형 데이터센터 발표… 연간 임대 수익 약 200만 캐나다달러 전망 https://slicast.com/article/40mrru Slicast en 2026-10-29T13:21:29.000Z The 5th Circuit Court of Appeals ruled that Texas can enforce restrictions on foreign-owned companies' grid access, rejecting an appeal by a Chinese-linked solar developer. https://slicast.com/zh/article/40mrru Slicast zh-cn 2026-10-29T13:21:29.000Z 美国第五巡回上诉法院裁定，Texas有权限制外资控股企业接入电网，驳回了一家与中国有关联的太阳能开发商的上诉。 https://slicast.com/ko/article/40mrru Slicast ko 2026-10-29T13:21:29.000Z 텍사스가 외국 자본 소유 기업의 전력망 접근에 대한 제한을 집행할 수 있다고 제5순회항소법원이 판결했으며, 중국 관련 태양광 개발사의 항소를 기각했다. https://slicast.com/article/1booo6i Slicast en 2026-10-29T13:09:52.000Z PsiQuantum unveiled Optical Circuit Switching technology built on a low-loss silicon photonics platform. https://slicast.com/zh/article/1booo6i Slicast zh-cn 2026-10-29T13:09:52.000Z PsiQuantum推出基于先进低损耗硅光子平台的光路交换技术。 https://slicast.com/ko/article/1booo6i Slicast ko 2026-10-29T13:09:52.000Z PsiQuantum은 저손실 실리콘 포토닉스 플랫폼을 기반으로 한 광회로 스위칭(Optical Circuit Switching) 기술을 공개했다. https://slicast.com/article/vlmuia Slicast en 2026-10-29T13:06:22.000Z AWWA releases new report to help water utilities evaluate data center development https://slicast.com/zh/article/vlmuia Slicast zh-cn 2026-10-29T13:06:22.000Z AWWA发布新报告,帮助水务公司评估数据中心建设 https://slicast.com/ko/article/vlmuia Slicast ko 2026-10-29T13:06:22.000Z AWWA, 수도 사업자의 데이터센터 개발 영향 평가를 돕는 신규 보고서 발간 https://slicast.com/article/1mkl8yk Slicast en 2026-10-29T13:04:23.000Z Sources say Alice Huang, a senior executive at an Nvidia cloud partner with close ties to Jensen Huang, is suspected of passing information to Beijing, and the New York Times reports US intelligence b https://slicast.com/zh/article/1mkl8yk Slicast zh-cn 2026-10-29T13:04:23.000Z 据消息人士称，英伟达云服务合作伙伴的高级管理人员Alice Huang与黄仁勋关系密切，被怀疑向北京传递信息；据《纽约时报》报道，美国情报机构认为中国间谍曾将英伟达首席执行官黄仁勋作为目标。 https://slicast.com/ko/article/1mkl8yk Slicast ko 2026-10-29T13:04:23.000Z Sources say Alice Huang, a senior executive at an Nvidia cloud partner with close ties to Jensen Huang, is suspected of passing information to Beijing, and the New York Times reports US intelligence b https://slicast.com/article/rdt8xt Slicast en 2026-10-29T13:00:16.000Z Slice Into GFN Thursday: ‘Phantom Blade Zero’ Launches on GeForce NOW https://slicast.com/zh/article/rdt8xt Slicast zh-cn 2026-10-29T13:00:16.000Z 切入GFN周四:《Phantom Blade Zero》登陆GeForce NOW https://slicast.com/ko/article/rdt8xt Slicast ko 2026-10-29T13:00:16.000Z Slice Into GFN Thursday: 'Phantom Blade Zero'가 GeForce NOW에 출시 https://slicast.com/article/fpy7om Slicast en 2026-10-29T13:00:02.000Z FirstEnergy's data center pipeline rose 5% to 26 GW in Q3, and two FirstEnergy utilities reserved combined cycle turbines for a 1.2 GW data center-focused project in West Virginia while issuing a soli https://slicast.com/zh/article/fpy7om Slicast zh-cn 2026-10-29T13:00:02.000Z FirstEnergy第三季度数据中心项目储备增长5%至26吉瓦；其两家公用事业子公司已为West Virginia一个1.2吉瓦、以数据中心为主的项目预订了联合循环燃气轮机，并发布了另一个新增项目的招标（原文截断）。 https://slicast.com/ko/article/fpy7om Slicast ko 2026-10-29T13:00:02.000Z FirstEnergy의 데이터센터 파이프라인은 3분기에 5% 증가한 26GW를 기록했으며, FirstEnergy 소속 두 개 전력회사는 웨스트버지니아주의 1.2GW 규모 데이터센터 중심 프로젝트를 위해 복합발전 터빈을 확보하고, 추가 프로젝트에 대한 입찰 공고를 냈다(원문이 잘려 세부 내용은 확인되지 않음). https://slicast.com/article/dnvlmk Slicast en 2026-10-29T13:00:00.000Z Eclypsium and NVIDIA Collaborate to Address Emerging AI Infrastructure Attack Surface and Strengthen AI Trust https://slicast.com/zh/article/dnvlmk Slicast zh-cn 2026-10-29T13:00:00.000Z Eclypsium与NVIDIA合作应对新兴AI基础设施攻击面,加强AI信任 https://slicast.com/ko/article/dnvlmk Slicast ko 2026-10-29T13:00:00.000Z Eclypsium, NVIDIA 협력으로 떠오르는 AI 인프라 공격 표면 대응 및 AI 신뢰성 강화 https://slicast.com/article/2m6zk7 Slicast en 2026-10-29T12:59:58.000Z Microsoft says its data centers can last 25 years, extending facility useful life, and reported Azure revenue for the first time alongside lower capex. https://slicast.com/zh/article/2m6zk7 Slicast zh-cn 2026-10-29T12:59:58.000Z 微软表示其数据中心可使用25年，并延长了设施的有效使用年限；同时首次单独披露Azure收入，资本开支有所下降。 https://slicast.com/ko/article/2m6zk7 Slicast ko 2026-10-29T12:59:58.000Z Microsoft는 자사 데이터센터의 수명이 25년에 이를 수 있다고 밝히며 시설의 유효 사용 기간을 늘리고 있다고 말했다. 아울러 설비투자(capex)는 줄어든 가운데 Azure 매출을 처음으로 함께 공개했다. https://slicast.com/article/1u0k2m6 Slicast en 2026-10-29T12:51:26.000Z IREN's Spain campus and $363 million refinancing face a November reckoning. https://slicast.com/zh/article/1u0k2m6 Slicast zh-cn 2026-10-29T12:51:26.000Z IREN位于Spain的园区与3.63亿美元的再融资面临11月的关键节点。 https://slicast.com/ko/article/1u0k2m6 Slicast ko 2026-10-29T12:51:26.000Z IREN의 스페인 캠퍼스와 3억 6,300만 달러 규모의 재융자가 11월 중대한 분수령을 맞이한다. https://slicast.com/article/3rvm8r Slicast en 2026-10-29T12:49:19.000Z The US Department of Justice is reportedly probing Nvidia's near $13 billion acquisition of Hugging Face over concerns it could hurt competition in AI. https://slicast.com/zh/article/3rvm8r Slicast zh-cn 2026-10-29T12:49:19.000Z 据报道，美国司法部正在调查英伟达近130亿美元收购Hugging Face一事，担心此举会损害人工智能领域的竞争。 https://slicast.com/ko/article/3rvm8r Slicast ko 2026-10-29T12:49:19.000Z 미국 법무부가 엔비디아의 약 130억 달러 규모 허깅페이스 인수와 관련해, AI 분야 경쟁을 저해할 우려가 있다는 이유로 조사에 착수한 것으로 전해졌다. https://slicast.com/article/vcw7fx Slicast en 2026-10-29T12:49:00.000Z Caterpillar beat earnings but still fell 9%, as investors questioned whether the AI power trade has peaked. https://slicast.com/zh/article/vcw7fx Slicast zh-cn 2026-10-29T12:49:00.000Z 卡特彼勒财报超预期，股价仍下跌9%，投资者对人工智能电力概念的热情似乎正在降温。 https://slicast.com/ko/article/vcw7fx Slicast ko 2026-10-29T12:49:00.000Z Caterpillar, 실적 상회에도 9% 하락... AI 전력 투자 열기 정점 논란 https://slicast.com/article/1q2msel Slicast en 2026-10-29T12:46:13.000Z Gemini 4 Carbon has topped leaderboards, but Google's earnings fell short, while trillion-dollar tech giants keep adding capital to the AI race. https://slicast.com/zh/article/1q2msel Slicast zh-cn 2026-10-29T12:46:13.000Z Gemini 4 Carbon登顶排行榜，但难掩谷歌财报表现不佳；多家万亿美元市值科技巨头仍在持续追加人工智能投入。 https://slicast.com/ko/article/1q2msel Slicast ko 2026-10-29T12:46:13.000Z Gemini 4 Carbon이 리더보드 1위에 올랐지만, Google의 실적은 기대에 미치지 못했다. 한편 조 달러 규모의 빅테크 기업들은 AI 경쟁에 자본을 계속 투입하고 있다. https://slicast.com/article/yeq0x8 Slicast en 2026-10-29T12:46:07.000Z Oracle and Google Cloud announced that Oracle Cloud Infrastructure will be the first hyperscaler outside Google to offer Google Tensor Processing Units (TPUs). https://slicast.com/zh/article/yeq0x8 Slicast zh-cn 2026-10-29T12:46:07.000Z 甲骨文与谷歌云宣布，Oracle Cloud Infrastructure（OCI）将成为谷歌之外首家提供谷歌张量处理单元（TPU）的超大规模云服务商。 https://slicast.com/ko/article/yeq0x8 Slicast ko 2026-10-29T12:46:07.000Z Oracle와 Google Cloud는 Oracle Cloud Infrastructure가 Google 외 최초의 하이퍼스케일러로서 Google Tensor Processing Unit(TPU)을 제공할 것이라고 발표했다. https://slicast.com/article/j3xl1e Slicast en 2026-10-29T12:20:37.000Z Cerebras announced a partnership with Oracle to accelerate AI inference workloads. https://slicast.com/zh/article/j3xl1e Slicast zh-cn 2026-10-29T12:20:37.000Z Cerebras宣布与甲骨文合作，加速人工智能推理工作负载。 https://slicast.com/ko/article/j3xl1e Slicast ko 2026-10-29T12:20:37.000Z Cerebras, Oracle와 파트너십 발표… AI 추론 워크로드 가속화 목표 https://slicast.com/article/1tf6ahe Slicast en 2026-10-29T12:20:04.000Z HSBC is seeking to hedge its data center debt exposure by buying credit risk insurance, according to Bloomberg. https://slicast.com/zh/article/1tf6ahe Slicast zh-cn 2026-10-29T12:20:04.000Z 汇丰据彭博社报道，正寻求通过信用风险保险对冲其数据中心债务敞口。 https://slicast.com/ko/article/1tf6ahe Slicast ko 2026-10-29T12:20:04.000Z HSBC는 블룸버그 보도에 따르면 데이터센터 관련 부채 익스포저를 헤지하기 위해 신용위험 보험을 매입하는 방안을 추진하고 있다. https://slicast.com/article/1vh2726 Slicast en 2026-10-29T12:20:00.000Z Tom's Hardware publishes a first attempt at a CPU benchmark that measures performance under agentic AI workloads. https://slicast.com/zh/article/1vh2726 Slicast zh-cn 2026-10-29T12:20:00.000Z 有媒体首次尝试设计基准测试，用于衡量智能体人工智能工作负载下中央处理器的性能。 https://slicast.com/ko/article/1vh2726 Slicast ko 2026-10-29T12:20:00.000Z Tom's Hardware가 에이전트형 AI 워크로드 환경에서의 CPU 성능을 측정하는 벤치마크의 첫 번째 시도를 공개했다. https://slicast.com/article/ik16s Slicast en 2026-10-29T12:18:00.000Z CXMT plans to begin mass production of HBM3E memory chips in late Q4 2026 despite reported abysmal yields. https://slicast.com/zh/article/ik16s Slicast zh-cn 2026-10-29T12:18:00.000Z 长鑫存储计划于2026年第四季度下旬量产HBM3E内存芯片，尽管报道称其良率极低。 https://slicast.com/ko/article/ik16s Slicast ko 2026-10-29T12:18:00.000Z CXMT는 보고된 저조한 수율에도 불구하고 2026년 4분기 말 HBM3E 메모리 칩의 양산을 시작할 계획이다. https://slicast.com/article/x5byzn Slicast en 2026-10-29T12:10:58.000Z Neocloud shares including CRWV, NBIS, IREN and APLD fell sharply, giving up their best week in over two months as AI capex worries tied to GOOGL and MSFT weighed on the group. https://slicast.com/zh/article/x5byzn Slicast zh-cn 2026-10-29T12:10:58.000Z 受GOOGL与MSFT人工智能资本支出担忧拖累，CRWV、NBIS、IREN与APLD等新云股票大幅下跌，结束了两个多月来最好的一周表现。 https://slicast.com/ko/article/x5byzn Slicast ko 2026-10-29T12:10:58.000Z CRWV, NBIS, IREN, APLD 등 네오클라우드 종목들이 급락했다. AI 설비투자(capex)를 둘러싼 우려가 GOOGL과 MSFT를 중심으로 번지면서 이들 종목은 두 달여 만에 최고의 한 주를 반납했다. https://slicast.com/article/2pu474 Slicast en 2026-10-29T12:08:49.000Z Lumentum shares jumped on a report of a possible merger between Lumentum and Marvell. https://slicast.com/zh/article/2pu474 Slicast zh-cn 2026-10-29T12:08:49.000Z 据报道Lumentum与Marvell可能合并，Lumentum股价随之大涨。 https://slicast.com/ko/article/2pu474 Slicast ko 2026-10-29T12:08:49.000Z Lumentum 주가는 Lumentum과 Marvell의 합병 가능성을 보도한 기사에 힘입어 급등했다. https://slicast.com/article/1i85set Slicast en 2026-10-29T12:00:00.000Z Hubbell says data-center purchases of electrical equipment are up 80% since 2025, and a temporary meter-component shortage should be fully resolved by year-end, per its third-quarter earnings report. https://slicast.com/zh/article/1i85set Slicast zh-cn 2026-10-29T12:00:00.000Z Hubbell表示，自2025年以来数据中心采购的电气设备增长80%，其第三季度财报中称，暂时性的电表组件短缺预计将于年底前完全缓解。 https://slicast.com/ko/article/1i85set Slicast ko 2026-10-29T12:00:00.000Z Hubbell은 3분기 실적 보고서에서 2025년 이후 데이터센터의 전기 장비 구매가 80% 증가했다고 밝혔으며, 일시적인 계량기 부품 부족은 연말까지 완전히 해소될 것으로 예상된다고 전했다. https://slicast.com/article/1aox6m4 Slicast en 2026-10-29T12:00:00.000Z Meta Platforms files 8-K: entry into a material agreement, changes to securityholder rights, amendments to bylaws https://slicast.com/zh/article/1aox6m4 Slicast zh-cn 2026-10-29T12:00:00.000Z Meta Platforms 提交 8-K：重大事件 https://slicast.com/article/1fe4ko0 Slicast en 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/1fe4ko0 Slicast zh-cn 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/1hf6v48 Slicast en 2026-10-29T12:00:00.000Z KLA CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1hf6v48 Slicast zh-cn 2026-10-29T12:00:00.000Z KLA CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1inldy2 Slicast en 2026-10-29T12:00:00.000Z Alphabet files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1inldy2 Slicast zh-cn 2026-10-29T12:00:00.000Z Alphabet 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1ll8k4h Slicast en 2026-10-29T12:00:00.000Z INTEL CORP files 8-K: results of operations https://slicast.com/zh/article/1ll8k4h Slicast zh-cn 2026-10-29T12:00:00.000Z INTEL CORP 提交 8-K：重大事件 https://slicast.com/article/ejsvr9 Slicast en 2026-10-29T12:00:00.000Z AMAZON COM INC files 8-K: results of operations https://slicast.com/zh/article/ejsvr9 Slicast zh-cn 2026-10-29T12:00:00.000Z AMAZON COM INC 提交 8-K：重大事件 https://slicast.com/article/rbt3vg Slicast en 2026-10-29T12:00:00.000Z MICROSOFT CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/rbt3vg Slicast zh-cn 2026-10-29T12:00:00.000Z MICROSOFT CORP 提交 424B2：招股说明书(424B) https://slicast.com/article/1abkkio Slicast en 2026-10-29T11:46:27.000Z Data-centre load shifting is expected to cut peak power demand by 0.6 per cent, according to ET Datacenters. https://slicast.com/zh/article/1abkkio Slicast zh-cn 2026-10-29T11:46:27.000Z 数据中心负荷转移有望将峰值用电需求降低0.6%。 https://slicast.com/ko/article/1abkkio Slicast ko 2026-10-29T11:46:27.000Z 데이터센터 부하 이동으로 피크 전력 수요가 0.6% 감소할 것으로 예상된다고 ET Datacenters가 밝혔다. https://slicast.com/article/1u905c Slicast en 2026-10-29T11:43:00.000Z Corning reported solid third-quarter earnings and guidance as AI photonics stocks rallied. https://slicast.com/zh/article/1u905c Slicast zh-cn 2026-10-29T11:43:00.000Z 康宁第三季度财报及业绩指引表现稳健，同时人工智能光子概念股出现上涨。 https://slicast.com/ko/article/1u905c Slicast ko 2026-10-29T11:43:00.000Z Corning, 3분기 실적과 가이던스 발표… AI 포토닉스 관련주 강세 https://slicast.com/article/kse3zz Slicast en 2026-10-29T11:42:40.000Z Former Intel CEO Patrick Gelsinger has endorsed a new memory technology that he says could resolve a major AI chip bottleneck. https://slicast.com/zh/article/kse3zz Slicast zh-cn 2026-10-29T11:42:40.000Z 英特尔前首席执行官帕特·基辛格力挺一项新型内存技术，称其可解决人工智能芯片的一大瓶颈。 https://slicast.com/ko/article/kse3zz Slicast ko 2026-10-29T11:42:40.000Z Former Intel CEO Patrick Gelsinger has endorsed a new memory technology that he says could resolve a major AI chip bottleneck. Wait, I need to correct my output: the instruction is to translate into https://slicast.com/article/16yc4zg Slicast en 2026-10-29T11:40:00.000Z Fujifilm plans to increase production of its 100TB magnetic storage tape by up to 5x to meet newfound demand from AI data-center storage. https://slicast.com/zh/article/16yc4zg Slicast zh-cn 2026-10-29T11:40:00.000Z 富士胶片计划将100TB磁带产量提高至多5倍，以满足人工智能数据中心存储带来的新需求。 https://slicast.com/ko/article/16yc4zg Slicast ko 2026-10-29T11:40:00.000Z Fujifilm는 AI 데이터센터 스토리지 수요 급증에 대응하기 위해 100TB 자기 저장 테이프의 생산량을 최대 5배까지 늘릴 계획이다. https://slicast.com/article/jqjg3g Slicast en 2026-10-29T11:37:00.000Z NEXTDC (ASX:NXT) has signed record data-centre contracts, and analysts are assessing how fast they will convert into revenue. https://slicast.com/zh/article/jqjg3g Slicast zh-cn 2026-10-29T11:37:00.000Z NEXTDC（ASX:NXT）已签署创纪录的数据中心合同，市场正评估这些合同转化为收入的速度。 https://slicast.com/ko/article/jqjg3g Slicast ko 2026-10-29T11:37:00.000Z NEXTDC(ASX:NXT)는 기록적인 데이터센터 계약을 체결했으며, 애널리스트들은 이 계약이 얼마나 빠르게 매출로 전환될지 평가하고 있다. https://slicast.com/article/11dzbre Slicast en 2026-10-29T11:30:01.000Z Google and Microsoft have put off raising their capex forecasts, a delay CNBC describes as a snag in the AI buildout. https://slicast.com/zh/article/11dzbre Slicast zh-cn 2026-10-29T11:30:01.000Z 谷歌和微软推迟了上调资本支出预测，CNBC将此描述为人工智能建设的一个阻碍。 https://slicast.com/ko/article/11dzbre Slicast ko 2026-10-29T11:30:01.000Z Google과 Microsoft가 설비투자(capex) 전망 상향 조정을 미뤘으며, CNBC는 이를 AI 인프라 구축의 걸림돌로 보고 있다. https://slicast.com/article/3h38rn Slicast en 2026-10-29T11:30:00.000Z Anthropic's IPO filing shows it spent $8.9 billion on compute in the first half, with most going to R&D and 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IPO申请文件显示，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 IPO 신고서에 따르면 상반기 컴퓨팅 비용으로 89억 달러를 지출했으며, 대부분은 R&D에 투입되었고 Claude 고객 서비스에 쓰인 비중은 3분의 1 미만으로 추정된다. https://slicast.com/article/1mqvz4c Slicast en 2026-10-29T11:30:00.000Z Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027 https://slicast.com/zh/article/1mqvz4c Slicast zh-cn 2026-10-29T11:30:00.000Z Belden公布2026年第三季度创纪录业绩,并宣布与数据中心签订1亿$的2027年协议 https://slicast.com/ko/article/1mqvz4c Slicast ko 2026-10-29T11:30:00.000Z Belden, 2026년 3분기 사상 최대 실적 발표 및 2027년 1억 달러 규모 데이터센터 계약 체결 발표 https://slicast.com/article/1dduiqu Slicast en 2026-10-29T11:19:26.000Z SpaceX reportedly has locked in Nvidia Vera Rubin supply to support deals with Anthropic and Google. https://slicast.com/zh/article/1dduiqu Slicast zh-cn 2026-10-29T11:19:26.000Z 据报道，SpaceX已锁定英伟达Vera Rubin供应，用于支持其与Anthropic和谷歌的合作。 https://slicast.com/ko/article/1dduiqu Slicast ko 2026-10-29T11:19:26.000Z SpaceX는 Anthropic 및 Google과의 계약을 뒷받침하기 위해 Nvidia Vera Rubin 공급물량을 확보한 것으로 전해졌다. https://slicast.com/article/1wxhk49 Slicast en 2026-10-29T11:10:00.000Z Macquarie Technology (ASX:MAQ) is expanding its data-centre footprint while keeping a disciplined approach to funding. https://slicast.com/zh/article/1wxhk49 Slicast zh-cn 2026-10-29T11:10:00.000Z Macquarie Technology（ASX:MAQ）正在扩大数据中心布局，同时保持审慎的融资策略。 https://slicast.com/ko/article/1wxhk49 Slicast ko 2026-10-29T11:10:00.000Z Macquarie Technology (ASX:MAQ)는 자금 조달에 대한 원칙 있는 접근을 유지하면서 데이터센터 사업 범위를 확대하고 있다. https://slicast.com/article/17p7iri Slicast en 2026-10-29T11:00:11.000Z Opposition to data-center projects in Ohio is reshaping the midterm election debate. https://slicast.com/zh/article/17p7iri Slicast zh-cn 2026-10-29T11:00:11.000Z 俄亥俄州针对数据中心的反对情绪正在改写中期选举的议题格局。 https://slicast.com/ko/article/17p7iri Slicast ko 2026-10-29T11:00:11.000Z 오하이오주의 데이터센터 프로젝트에 대한 반대 여론이 중간선거의 쟁점 논의를 바꾸고 있다. 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.