https://slicast.com/article/pqx0sz Slicast en 2026-11-05T12:46:33.000Z Lambda plans to develop a four-building data center campus in Lowndes County, Alabama, with the company saying it will invest $33.1 billion in the state. https://slicast.com/zh/article/pqx0sz Slicast zh-cn 2026-11-05T12:46:33.000Z Lambda计划在阿拉巴马州Lowndes县开发一个包含四栋建筑的数据中心园区,公司表示将在该州投资331亿美元。 https://slicast.com/ko/article/pqx0sz Slicast ko 2026-11-05T12:46:33.000Z Lambda은 앨라배마주 라운즈 카운티에 건물 4개로 구성된 데이터센터 캠퍼스를 개발할 계획이며, 앨라배마주에 331억 달러를 투자할 것이라고 밝혔다. https://slicast.com/article/1p3j489 Slicast en 2026-11-05T12:00:00.000Z Marvell has agreed to acquire Lumentum in an all-stock deal valued at $115 billion, combining Marvell's optical DSPs, SerDes, silicon photonics, and networking silicon with Lumentum's lasers, transcei https://slicast.com/zh/article/1p3j489 Slicast zh-cn 2026-11-05T12:00:00.000Z Marvell 同意以全股票方式收购 Lumentum,交易价值 1150 亿美元。此次合并将整合 Marvell 的光学 DSP、SerDes、硅光子及网络芯片业务,与 Lumentum 的激光器、光收发模块、光交换机及磷化铟制造能力。 https://slicast.com/ko/article/1p3j489 Slicast ko 2026-11-05T12:00:00.000Z Marvell는 1,150억 달러 규모의 전량 주식 교환 방식으로 Lumentum을 인수하는 데 합의했다. 이번 거래로 Marvell의 광 DSP, SerDes, 실리콘 포토닉스, 네트워킹 실리콘 기술과 Lumentum의 레이저, 트랜시버, 광 스위치, 인듐 인(InP) 제조 역량이 결합된다. https://slicast.com/article/cm9zzw Slicast en 2026-11-05T11:55:34.000Z NextDC is preparing for a takeover battle after a share purchase by Goodman Group. https://slicast.com/zh/article/cm9zzw Slicast zh-cn 2026-11-05T11:55:34.000Z NextDC 正为应对 Goodman Group 的一项股份收购而准备进行收购争夺战。 https://slicast.com/ko/article/cm9zzw Slicast ko 2026-11-05T11:55:34.000Z NextDC는 Goodman Group의 지분 매입 이후 인수 경쟁에 대비하고 있다. https://slicast.com/article/1xbvwvm Slicast en 2026-11-05T11:54:32.000Z Reuters reports Nvidia chips are piling up in Hong Kong while China withholds import approval. https://slicast.com/zh/article/1xbvwvm Slicast zh-cn 2026-11-05T11:54:32.000Z 路透社报道，中国暂不批准进口，英伟达芯片在香港大量积压。 https://slicast.com/ko/article/1xbvwvm Slicast ko 2026-11-05T11:54:32.000Z Reuters에 따르면 중국이 수입 승인을 보류하는 가운데 엔비디아 칩이 홍콩에 쌓이고 있다. https://slicast.com/article/pe330c Slicast en 2026-11-05T11:26:49.000Z Riot Platforms has signed a $28 billion data center lease deal with Anthropic. https://slicast.com/zh/article/pe330c Slicast zh-cn 2026-11-05T11:26:49.000Z Riot Platforms与Anthropic签署了价值280亿美元的数据中心租赁协议。 https://slicast.com/ko/article/pe330c Slicast ko 2026-11-05T11:26:49.000Z Riot Platforms, Anthropic과 280억 달러 규모의 데이터센터 임대 계약을 체결했다. https://slicast.com/commentary/sambanova-2026-11-04 Slicast en 2026-11-04T21:27:27.843Z SambaNova SN50 and Supermicro Inference Partnership, November 2026 https://slicast.com/zh/commentary/sambanova-2026-11-04 Slicast zh-cn 2026-11-04T21:27:27.843Z SambaNova SN50与超微电脑推理合作，2026年11月 https://slicast.com/article/16ty3rd Slicast en 2026-11-04T21:11:00.000Z UK Drax/Brookfield £2.5B gigawatt-scale data center public consultation to launch in November; OpenAI secures 8 GW Ohio campus lease https://slicast.com/zh/article/16ty3rd Slicast zh-cn 2026-11-04T21:11:00.000Z 英国 Drax/Brookfield £2.5B 吉瓦级数据中心公众咨询11月启动；OpenAI 锁定俄亥俄 8 GW 园区租约 https://slicast.com/ko/article/16ty3rd Slicast ko 2026-11-04T21:11:00.000Z UK Drax/Brookfield 25억 파운드 규모 기가와트급 데이터센터 공개 협의 11월 개시; OpenAI, 오하이오 8GW 캠퍼스 임차 확보 https://slicast.com/article/1jmgjin Slicast en 2026-11-04T21:10:00.000Z Google signs PPA with Constellation Energy for existing nuclear plants; Microsoft and Meta have locked in a cumulative 9.8 GW of nuclear power https://slicast.com/zh/article/1jmgjin Slicast zh-cn 2026-11-04T21:10:00.000Z Google 与 Constellation Energy 签署现有核电站 PPA，微软/Meta 累计锁定 9.8 GW 核电 https://slicast.com/ko/article/1jmgjin Slicast ko 2026-11-04T21:10:00.000Z Google, Constellation Energy와 기존 원자력 발전소 전력구매계약(PPA) 체결; Microsoft와 Meta, 누적 9.8 GW 규모의 원자력 전력 확보 https://slicast.com/article/1bngv4k Slicast en 2026-11-04T21:09:00.000Z Neocloud sector down over the past month: CoreWeave −43%, IREN −45%, Nebius −39%; Gartner warns 80% face exit https://slicast.com/zh/article/1bngv4k Slicast zh-cn 2026-11-04T21:09:00.000Z Neocloud 板块近一月累跌：CoreWeave −43%、IREN −45%、Nebius −39%，Gartner 警告80%面临出局 https://slicast.com/ko/article/1bngv4k Slicast ko 2026-11-04T21:09:00.000Z 네오클라우드 업종 한 달간 하락: CoreWeave −43%, IREN −45%, Nebius −39%; 가트너, 80% 기업 이탈 직면 경고 https://slicast.com/article/c74fhq Slicast en 2026-11-04T21:08:00.000Z Hyperscale cloud providers' combined 2026 capital expenditure totals about $735B, and Goldman Sachs forecasts it will rise to $1.2T in 2027. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-11-04T21:08:00.000Z 超大型云厂商2026年资本开支合计约 $735B，Goldman Sachs 预测2027年升至 $1.2T https://slicast.com/ko/article/c74fhq Slicast ko 2026-11-04T21:08:00.000Z 2026년 하이퍼스케일 클라우드 사업자들의 합산 자본적 지출은 약 $735B에 달하며, 골드만삭스는 이 규모가 2027년에 $1.2T까지 늘어날 것으로 전망했다. https://slicast.com/article/gtgbdb Slicast en 2026-11-04T21:07:00.000Z Canada's government commits C$1.6B to Cohere, lifting valuation to $35.7B and pledging C$4B in domestic AI infrastructure https://slicast.com/zh/article/gtgbdb Slicast zh-cn 2026-11-04T21:07:00.000Z 加拿大政府向 Cohere 投资 C$1.6B，估值升至 $35.7B，承诺 C$4B 国内 AI 基础设施 https://slicast.com/ko/article/gtgbdb Slicast ko 2026-11-04T21:07:00.000Z 캐나다 정부, Cohere에 16억 캐나다달러 투입... 기업가치 357억 달러로 상향, 국내 AI 인프라에 40억 캐나다달러 투자 약속 https://slicast.com/article/3lmzqd Slicast en 2026-11-04T21:06:00.000Z Nscale in talks with Anthropic on second $45B compute contract, 460 MW Vera Rubin campus in West Virginia https://slicast.com/zh/article/3lmzqd Slicast zh-cn 2026-11-04T21:06:00.000Z Nscale 与 Anthropic 洽谈第二笔 $45B 算力合同，460 MW Vera Rubin 西弗吉尼亚新园区 https://slicast.com/ko/article/3lmzqd Slicast ko 2026-11-04T21:06:00.000Z Nscale, Anthropic과 제2차 450억 달러 규모 컴퓨팅 계약 협상 중... 웨스트버지니아 460MW Vera Rubin 캠퍼스 관련 Correction to my draft above: the headline's figure is $45B, so the correct rendering is: Nscale, Anthropic과 제2차 450억 https://slicast.com/commentary/goodman-2026-11-04 Slicast en 2026-11-04T21:05:38.426Z Goodman Group NextDC Stake Bid, November 2026 https://slicast.com/zh/commentary/goodman-2026-11-04 Slicast zh-cn 2026-11-04T21:05:38.426Z 古德曼集团NextDC股权竞购，2026年11月 https://slicast.com/article/dth0mg Slicast en 2026-11-04T21:05:00.000Z Marvell to Acquire Lumentum in $115B All-Stock Deal at 23.9% Premium, Betting on AI Photonic Interconnects https://slicast.com/zh/article/dth0mg Slicast zh-cn 2026-11-04T21:05:00.000Z Marvell 以 $115B 全股方式收购 Lumentum，溢价 23.9%，押注 AI 光子互联 https://slicast.com/ko/article/dth0mg Slicast ko 2026-11-04T21:05:00.000Z Marvell, 23.9% 프리미엄으로 Lumentum 인수... 1,150억 달러 규모 전주식 거래, AI 포토닉 인터커넥트에 베팅 https://slicast.com/article/1rznn7m Slicast en 2026-11-04T21:04:00.000Z Anthropic revises IPO prospectus (planned listing November 12): Q3 revenue $17B (up 12x year over year), net loss $23.3B, infrastructure commitments up to $895B https://slicast.com/zh/article/1rznn7m Slicast zh-cn 2026-11-04T21:04:00.000Z Anthropic 修订 IPO 招股书（拟11月12日上市）：Q3 营收 $17B（同比 12 倍），净亏 $23.3B，基础设施承诺高达 $895B https://slicast.com/ko/article/1rznn7m Slicast ko 2026-11-04T21:04:00.000Z Anthropic, IPO 투자설명서 수정 (11월 12일 상장 예정): 3분기 매출 170억 달러(전년 대비 12배 증가), 순손실 233억 달러, 인프라 약정 최대 8,950억 달러 https://slicast.com/article/v0t70n Slicast en 2026-11-04T21:03:00.000Z NVIDIA Quietly Cuts Vera Rubin Bandwidth Specifications by 13–26% Without Public Announcement https://slicast.com/zh/article/v0t70n Slicast zh-cn 2026-11-04T21:03:00.000Z NVIDIA 悄然下调 Vera Rubin 带宽规格 13–26%，未作任何公告说明 https://slicast.com/ko/article/v0t70n Slicast ko 2026-11-04T21:03:00.000Z NVIDIA, 공개 발표 없이 Vera Rubin 대역폭 사양 13–26% 하향 조정 https://slicast.com/article/19g7p3p Slicast en 2026-11-04T21:02:00.000Z Hut 8 Q3 revenue of $71.1M missed expectations, and shares plunged 21%; however, the Beacon Point GW-scale campus is on track, and its $26.6B contract backlog hit a record high. https://slicast.com/zh/article/19g7p3p Slicast zh-cn 2026-11-04T21:02:00.000Z Hut 8 Q3 营收 $71.1M 不及预期，股价重挫 21%；但 Beacon Point GW 级园区落实，$26.6B 合同组合创历史高位 https://slicast.com/ko/article/19g7p3p Slicast ko 2026-11-04T21:02:00.000Z Hut 8의 3분기 매출은 7,110만 달러로 시장 예상을 밑돌았으며, 주가는 21% 급락했습니다. 다만 기가와트(GW) 규모의 Beacon Point 캠퍼스는 계획대로 진행되고 있으며, 계약 잔고(백로그)는 266억 달러로 사상 최고치를 기록했습니다. https://slicast.com/article/q7hpah Slicast en 2026-11-04T21:01:00.000Z Texas Turns Blue + Congressional Flip: Data Center Moratorium Shadow Weighs Heavily on Neocloud Sector https://slicast.com/zh/article/q7hpah Slicast zh-cn 2026-11-04T21:01:00.000Z 德州变蓝 + 国会翻转：数据中心暂停令阴影重压 Neocloud 板块 https://slicast.com/ko/article/q7hpah Slicast ko 2026-11-04T21:01:00.000Z Texas Turns Blue + 의회 정권 교체: 데이터센터 모라토리엄 우려가 네오클라우드 업계에 짙은 그림자 https://slicast.com/commentary/marvell-2026-11-04 Slicast en 2026-11-04T20:57:18.382Z Marvell Technology $115 Billion Lumentum Deal, November 2026 https://slicast.com/zh/commentary/marvell-2026-11-04 Slicast zh-cn 2026-11-04T20:57:18.382Z 迈威尔科技1150亿美元收购Lumentum，2026年11月 https://slicast.com/commentary/nvidia-2026-11-04 Slicast en 2026-11-04T20:43:39.076Z Nvidia H200 China Exit and Vera Rubin Ramp, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-04 Slicast zh-cn 2026-11-04T20:43:39.076Z 英伟达退出中国H200市场并转向Vera Rubin，2026年11月 https://slicast.com/commentary/vistra-2026-11-04 Slicast en 2026-11-04T20:31:15.207Z Vistra (VST): 15% Single-Session Drop, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-04 Slicast zh-cn 2026-11-04T20:31:15.207Z Vistra（VST）2026年11月：单日暴跌15%，无公开披露原因 https://slicast.com/article/fu7tx1 Slicast en 2026-11-04T20:31:00.000Z Analysis argues that Trump's midterm drubbing shows how powerful data centre opponents have become as public mood on AI keeps shifting. https://slicast.com/zh/article/fu7tx1 Slicast zh-cn 2026-11-04T20:31:00.000Z 分析认为，特朗普在中期选举中的惨败表明，数据中心反对者已具备强大影响力，公众对人工智能的态度也在持续转变。 https://slicast.com/ko/article/fu7tx1 Slicast ko 2026-11-04T20:31:00.000Z 분석에 따르면, 트럼프 대통령의 중간선거 참패는 AI에 대한 여론이 계속 변화하는 가운데 데이터센터 반대 세력이 얼마나 강력해졌는지를 보여준다. https://slicast.com/commentary/nrg-2026-11-04 Slicast en 2026-11-04T20:15:34.440Z NRG Energy Share-Price Drop, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-04 Slicast zh-cn 2026-11-04T20:15:34.440Z NRG Energy股价下跌，2026年11月 https://slicast.com/brief/2026-11-05 Slicast en 2026-11-04T20:07:21.074Z Latest AI Infrastructure News: November 5, 2026 https://slicast.com/zh/brief/2026-11-05 Slicast zh-cn 2026-11-04T20:07:21.074Z AI 基础设施新闻早报 · 2026年11月5日 https://slicast.com/ko/brief/2026-11-05 Slicast ko 2026-11-04T20:07:21.074Z 최신 AI 인프라 뉴스 · 2026년 11월 5일 https://slicast.com/article/13hmi4g Slicast en 2026-11-04T19:47:30.000Z Crusoe has debuted its Spark Liquid modular unit, a 3.5 MW factory-built data center module that highlights a faster path to AI capacity at scale. https://slicast.com/zh/article/13hmi4g Slicast zh-cn 2026-11-04T19:47:30.000Z Crusoe推出了模块化单元Spark Liquid，这是一款在工厂预制的3.5兆瓦数据中心模块，展示了以更快速度规模化部署人工智能算力的路径。 https://slicast.com/ko/article/13hmi4g Slicast ko 2026-11-04T19:47:30.000Z Crusoe가 3.5MW급 공장 제작형 데이터센터 모듈 'Spark Liquid' 모듈형 장비를 공개했다. AI 역량을 대규모로 더 빠르게 확보할 수 있는 방안을 보여준다. https://slicast.com/article/mrei7j Slicast en 2026-11-04T19:44:23.000Z Reports say data centers may help avert a Texas moratorium by supporting the power grid. https://slicast.com/zh/article/mrei7j Slicast zh-cn 2026-11-04T19:44:23.000Z 报道称，数据中心若能为电网运行提供支持，或有助于得克萨斯州避免实施暂停建设令。 https://slicast.com/ko/article/mrei7j Slicast ko 2026-11-04T19:44:23.000Z 데이터센터가 전력망을 지원함으로써 텍사스 주의 사용 중단 조치를 피하는 데 도움이 될 수 있다는 보도가 나오고 있다. https://slicast.com/article/1ntsysv Slicast en 2026-11-04T19:27:27.000Z GlobalFoundries posted an earnings beat that has sharpened investor focus on its new chip fabs. https://slicast.com/zh/article/1ntsysv Slicast zh-cn 2026-11-04T19:27:27.000Z GlobalFoundries公布业绩超出预期，投资者的关注点随之集中到其新建晶圆厂上。 https://slicast.com/ko/article/1ntsysv Slicast ko 2026-11-04T19:27:27.000Z GlobalFoundries는 실적 상회를 발표했으며, 이로 인해 투자자들의 관심이 새로운 칩 팹에 더욱 집중되고 있다. https://slicast.com/article/15gej0j Slicast en 2026-11-04T19:20:53.000Z Argonne has added AI inference capacity, including the new Tara system, to expand the ALCF Inference Service for Genesis Mission projects and other scientific research. https://slicast.com/zh/article/15gej0j Slicast zh-cn 2026-11-04T19:20:53.000Z 阿贡国家实验室新增人工智能推理能力，包括全新的Tara系统，以扩大ALCF Inference Service，支持Genesis Mission项目及其他科研工作。 https://slicast.com/ko/article/15gej0j Slicast ko 2026-11-04T19:20:53.000Z Argonne는 Genesis Mission 프로젝트 및 기타 과학 연구를 위해 ALCF 추론 서비스를 확장하고자 신규 Tara 시스템을 포함한 AI 추론 역량을 추가했다. https://slicast.com/article/14sjbtl Slicast en 2026-11-04T19:10:00.000Z VivoPower Reports Unaudited First Quarter Fiscal Year 2027 https://slicast.com/zh/article/14sjbtl Slicast zh-cn 2026-11-04T19:10:00.000Z VivoPower 发布未经审计的2027财年第一季度财报 https://slicast.com/ko/article/14sjbtl Slicast ko 2026-11-04T19:10:00.000Z VivoPower, 2027 회계연도 1분기 미감사 실적 발표 https://slicast.com/article/1ysuu8d Slicast en 2026-11-04T19:05:54.000Z Digital Realty's fourth AI lab worldwide is coming to Brazil. https://slicast.com/zh/article/1ysuu8d Slicast zh-cn 2026-11-04T19:05:54.000Z Digital Realty在全球的第四个人工智能实验室将落户巴西。 https://slicast.com/ko/article/1ysuu8d Slicast ko 2026-11-04T19:05:54.000Z Digital Realty의 전 세계 네 번째 AI 연구소가 브라질에 들어설 예정이다. https://slicast.com/article/usc5yx Slicast en 2026-11-04T18:41:03.000Z OpenAI is acquiring Pierre Computer Company, whose libraries already power its Codex coding agent, to pair with its recently launched Git backend. https://slicast.com/zh/article/usc5yx Slicast zh-cn 2026-11-04T18:41:03.000Z OpenAI正在收购Pierre Computer Company，该公司的代码库已为其编程智能体Codex提供支持，此次收购将与OpenAI近期推出的Git后端相结合。 https://slicast.com/ko/article/usc5yx Slicast ko 2026-11-04T18:41:03.000Z OpenAI는 Codex 코딩 에이전트의 라이브러리를 이미 제공하고 있는 Pierre Computer Company를 인수하며, 이를 최근 출시한 Git 백엔드와 결합할 예정이다. https://slicast.com/article/irq55a Slicast en 2026-11-04T18:18:30.000Z Broadcom shares fell 1.49% as a $63 billion AI financing was flagged for residual-value risk. https://slicast.com/zh/article/irq55a Slicast zh-cn 2026-11-04T18:18:30.000Z Broadcom股价下跌1.49%，同时一笔630亿美元的人工智能融资被指存在残值风险。 https://slicast.com/ko/article/irq55a Slicast ko 2026-11-04T18:18:30.000Z Broadcom 주가는 630억 달러 규모의 AI 금융 조달 건이 잔존가치 위험 우려로 지목되면서 1.49% 하락했다. https://slicast.com/article/a5w3is Slicast en 2026-11-04T18:10:07.000Z Enphase Energy (ENPH) has reached an 800 VDC power milestone for AI data centers. https://slicast.com/zh/article/a5w3is Slicast zh-cn 2026-11-04T18:10:07.000Z Enphase Energy（ENPH）在人工智能数据中心的800伏直流供电方面取得里程碑式进展。 https://slicast.com/ko/article/a5w3is Slicast ko 2026-11-04T18:10:07.000Z Enphase Energy (ENPH)가 AI 데이터센터용 800 VDC 전력 이정표를 달성했다. https://slicast.com/article/9fzfna Slicast en 2026-11-04T18:05:49.000Z TeraWulf has secured Google credit support to develop a data center campus in Kentucky. https://slicast.com/zh/article/9fzfna Slicast zh-cn 2026-11-04T18:05:49.000Z TeraWulf获得Google的信用支持，将用于在肯塔基州开发一座数据中心园区。 https://slicast.com/ko/article/9fzfna Slicast ko 2026-11-04T18:05:49.000Z TeraWulf, Google의 신용 지원을 확보해 켄터키주에 데이터센터 캠퍼스를 개발한다. https://slicast.com/article/144mfdb Slicast en 2026-11-04T17:54:11.000Z AMD's AI data center guarantees have reached $8.5 billion as it challenges Nvidia. https://slicast.com/zh/article/144mfdb Slicast zh-cn 2026-11-04T17:54:11.000Z AMD的人工智能数据中心担保规模已达85亿美元，该公司正借此挑战英伟达。 https://slicast.com/ko/article/144mfdb Slicast ko 2026-11-04T17:54:11.000Z AMD의 AI 데이터센터 관련 보증 규모가 85억 달러에 이르렀으며, 엔비디아에 도전하는 가운데 이루어진 성과이다. https://slicast.com/article/1758t2b Slicast en 2026-11-04T17:53:53.000Z Gas turbine and battery suppliers are gaining as AI data centers look for power faster than grid connections allow. https://slicast.com/zh/article/1758t2b Slicast zh-cn 2026-11-04T17:53:53.000Z 随着人工智能数据中心寻求比电网接入更快的供电方案，燃气轮机和储能电池供应商正迎来增长。 https://slicast.com/ko/article/1758t2b Slicast ko 2026-11-04T17:53:53.000Z 가스터빈 및 배터리 공급업체들이 AI 데이터센터의 전력 확보 속도가 전력망 연결 속도를 앞지르면서 수혜를 입고 있다. https://slicast.com/article/1kmeg19 Slicast en 2026-11-04T17:39:00.000Z Applied Digital (APLD) is teaming up with Soluna in Texas. https://slicast.com/zh/article/1kmeg19 Slicast zh-cn 2026-11-04T17:39:00.000Z Applied Digital（APLD）正与Soluna在得克萨斯州展开合作。 https://slicast.com/ko/article/1kmeg19 Slicast ko 2026-11-04T17:39:00.000Z Applied Digital(APLD)은 텍사스에서 Soluna와 협력한다. https://slicast.com/article/1qmjexw Slicast en 2026-11-04T17:30:00.000Z The Register reports that on-premises server sales for HPC and AI rose 20% this year, though the revenue jump is as much about higher costs as higher unit sales. https://slicast.com/zh/article/1qmjexw Slicast zh-cn 2026-11-04T17:30:00.000Z The Register报道称，今年用于高性能计算（HPC）和AI的本地部署服务器销售额增长了20%，但收入跳升与其说来自销量增加，不如说更多源于成本上涨。 https://slicast.com/ko/article/1qmjexw Slicast ko 2026-11-04T17:30:00.000Z The Register는 올해 HPC 및 AI용 온프레미스 서버 매출이 20% 증가했다고 보도했으나, 매출 상승은 출하량 증가만큼이나 비용 상승에 따른 것이라고 전했다. https://slicast.com/article/yyfpno Slicast en 2026-11-04T17:28:08.000Z GlobalFoundries data center sales are reported up 81%, in a piece framed around an upcoming TSMC deal, per FourWeekMBA. https://slicast.com/zh/article/yyfpno Slicast zh-cn 2026-11-04T17:28:08.000Z 据FourWeekMBA报道，格芯的数据中心业务销售额增长81%，该文章以即将达成的台积电交易为背景展开。 https://slicast.com/ko/article/yyfpno Slicast ko 2026-11-04T17:28:08.000Z GlobalFoundries의 데이터센터 매출이 81% 증가한 것으로 보고되었으며, FourWeekMBA에 따르면 이 보도는 향후 TSMC와의 거래를 중심으로 다뤄졌다. https://slicast.com/article/qjxhvl Slicast en 2026-11-04T17:27:34.000Z Arizona Public Service (APS) expects its sales to double by 2041, with peak demand growing about 3.4% annually over the next 15 years, driven by industry and data centers, and plans to extend coal use https://slicast.com/zh/article/qjxhvl Slicast zh-cn 2026-11-04T17:27:34.000Z 亚利桑那公共服务公司（APS）预计其销售额到2041年将翻一番，未来15年峰值需求年均增长约3.4%，主要受工业和数据中心驱动；该公司还计划将煤电使用延长至2038年。 https://slicast.com/ko/article/qjxhvl Slicast ko 2026-11-04T17:27:34.000Z Arizona Public Service(APS)는 2041년까지 판매량이 두 배로 늘어날 것으로 예상하며, 산업 및 데이터센터 수요에 힘입어 향후 15년간 최대 전력 수요가 연평균 약 3.4% 성장할 것으로 내다보고 있습니다. 또한 석탄 발전 사용을 2038년까지 연장할 계획입니다. https://slicast.com/article/1eharg5 Slicast en 2026-11-04T17:24:20.000Z Reuters reports that Texas data centers face an uncertain future after Hinojosa won the governor's race. https://slicast.com/zh/article/1eharg5 Slicast zh-cn 2026-11-04T17:24:20.000Z 路透社报道，Hinojosa赢得得克萨斯州州长选举后，该州数据中心的前景存在不确定性。 https://slicast.com/ko/article/1eharg5 Slicast ko 2026-11-04T17:24:20.000Z Reuters에 따르면, Hinojosa가 주지사 선거에서 승리하면서 텍사스 데이터센터의 앞날이 불확실해졌다. https://slicast.com/article/hvme20 Slicast en 2026-11-04T17:10:59.000Z Macronix, one of Nintendo's ROM chip suppliers, is reportedly exiting the ROM business to reallocate manufacturing to NOR and NAND flash for the AI data center industry. https://slicast.com/zh/article/hvme20 Slicast zh-cn 2026-11-04T17:10:59.000Z 据报道，任天堂ROM芯片供应商旺宏正退出该业务，将生产线转向面向AI数据中心行业的NOR和NAND闪存。 https://slicast.com/ko/article/hvme20 Slicast ko 2026-11-04T17:10:59.000Z Nintendo의 ROM 칩 공급업체 중 하나인 Macronix가 AI 데이터센터 산업용 NOR 및 NAND 플래시 생산으로 제조 역량을 재배분하기 위해 ROM 사업에서 철수하는 것으로 알려졌다. https://slicast.com/article/26l3bn Slicast en 2026-11-04T16:58:44.000Z Tech-insider.org flags an 'A$141B strain' on Australia's data centre construction in 2026. https://slicast.com/zh/article/26l3bn Slicast zh-cn 2026-11-04T16:58:44.000Z tech-insider.org指出，2026年澳大利亚数据中心建设面临'A$141B'规模的压力。 https://slicast.com/ko/article/26l3bn Slicast ko 2026-11-04T16:58:44.000Z Tech-insider.org는 2026년 호주 데이터센터 건설에 'A$141B 부담'이 가해지고 있다고 지적했다. https://slicast.com/article/p99gkz Slicast en 2026-11-04T16:57:52.000Z Riot signed a $28 billion AI lease covering its entire Corsicana campus. https://slicast.com/zh/article/p99gkz Slicast zh-cn 2026-11-04T16:57:52.000Z Riot签署了一份280亿美元的AI租约，覆盖其整个Corsicana园区。 https://slicast.com/ko/article/p99gkz Slicast ko 2026-11-04T16:57:52.000Z Riot, 코시카나 캠퍼스 전체를 대상으로 한 280억 달러 규모의 AI 임대 계약을 체결했다. https://slicast.com/article/1jbtfao Slicast en 2026-11-04T16:41:26.000Z Stakeholders backed the intent of a Trump ban on foreign grid components but argue that geography-based restrictions, rather than function and capability, miss the point and raise practicality and cos https://slicast.com/zh/article/1jbtfao Slicast zh-cn 2026-11-04T16:41:26.000Z 利益相关方支持特朗普禁止外国电网组件的政策意图，但认为按地域而非功能和能力设定的限制没有抓住重点，并对可行性和成本提出担忧。 https://slicast.com/ko/article/1jbtfao Slicast ko 2026-11-04T16:41:26.000Z 이해관계자들은 외국산 전력망 부품에 대한 트럼프 행정부의 금지 조치가 지향하는 목적에는 동의했으나, 기능과 역량이 아닌 지역(국가) 기반 규제는 본질을 벗어나며 실효성과 비용 측면에서 우려가 있다고 Utility Dive가 보도했다. https://slicast.com/article/coyswa Slicast en 2026-11-04T16:40:49.000Z TSMC locked in a Taichung plant deal and green bond terms, while advanced packaging price talk remains unconfirmed. https://slicast.com/zh/article/coyswa Slicast zh-cn 2026-11-04T16:40:49.000Z 台积电已敲定台中工厂协议及绿色债券条款，而先进封装的价格传闻仍未获证实。 https://slicast.com/ko/article/coyswa Slicast ko 2026-11-04T16:40:49.000Z TSMC, 타이중 공장 계약과 녹색채권 조건을 확정했으며, 첨단 패키징 가격 논의는 아직 확인되지 않았다. https://slicast.com/article/jnkysm Slicast en 2026-11-04T16:36:48.000Z GlobalFoundries (GFS) has published details of its Q3 FY2026 earnings call. https://slicast.com/zh/article/jnkysm Slicast zh-cn 2026-11-04T16:36:48.000Z 格芯（GFS）发布了2026财年第三季度财报电话会议的相关内容。 https://slicast.com/ko/article/jnkysm Slicast ko 2026-11-04T16:36:48.000Z GlobalFoundries (GFS)가 2026 회계연도 3분기 실적 발표 콜의 세부 내용을 공개했습니다. https://slicast.com/article/tzxaxc Slicast en 2026-11-04T16:31:00.000Z Riot Platforms sold 79% of its bitcoin last quarter, a disclosure that raises questions about whether mining still pays as it shifts toward AI. https://slicast.com/zh/article/tzxaxc Slicast zh-cn 2026-11-04T16:31:00.000Z Riot Platforms上季度售出了其79%的比特币，这一数据引发了随着其转向AI业务，挖矿是否仍然有利可图的讨论。 https://slicast.com/ko/article/tzxaxc Slicast ko 2026-11-04T16:31:00.000Z Riot Platforms는 지난 분기 보유 비트코인의 79%를 매도했다고 공시했으며, 이는 AI 중심으로 사업을 전환하는 가운데 채굴이 여전히 수익성이 있는지에 대한 의문을 제기한다. https://slicast.com/article/egje99 Slicast en 2026-11-04T16:25:00.000Z DCD reports that most local anti-data-center measures, including moratoria and restrictions, have passed across the US, with Ohio leading the charge. https://slicast.com/zh/article/egje99 Slicast zh-cn 2026-11-04T16:25:00.000Z DCD报道，美国各地针对数据中心的地方性措施，包括暂停令和限制规定，大多已获通过，其中俄亥俄州最为积极。 https://slicast.com/ko/article/egje99 Slicast ko 2026-11-04T16:25:00.000Z DCD는 미국 전역에서 모라토리엄과 규제를 포함한 지역 단위의 데이터센터 반대 조치 대부분이 통과되었다고 보도했으며, 오하이오주가 이를 주도하고 있다고 전했다. https://slicast.com/article/ssmvf6 Slicast en 2026-11-04T16:18:27.000Z Nvidia is halting H200 chip output for China and shifting capacity to Vera Rubin, per Startup Fortune. https://slicast.com/zh/article/ssmvf6 Slicast zh-cn 2026-11-04T16:18:27.000Z 据Startup Fortune报道，英伟达正停止为中国市场生产H200芯片，并将产能转向Vera Rubin。 https://slicast.com/ko/article/ssmvf6 Slicast ko 2026-11-04T16:18:27.000Z Nvidia, 중국향 H200 칩 생산을 중단하고 생산 능력을 Vera Rubin으로 전환한다고 Startup Fortune이 보도했다. https://slicast.com/article/1apd8n0 Slicast en 2026-11-04T16:17:50.000Z Lambda announced a $33.1 billion AI data center in Lowndes County, the largest economic development project in that county's history. https://slicast.com/zh/article/1apd8n0 Slicast zh-cn 2026-11-04T16:17:50.000Z Lambda宣布在Lowndes County建设一座331亿美元的AI数据中心，是该县历史上规模最大的经济发展项目。 https://slicast.com/ko/article/1apd8n0 Slicast ko 2026-11-04T16:17:50.000Z Lambda는 Lowndes 카운티에 331억 달러 규모의 AI 데이터센터 건설을 발표했으며, 이는 해당 카운티 역사상 최대 규모의 경제 개발 프로젝트다. https://slicast.com/article/1q64akr Slicast en 2026-11-04T16:16:08.000Z Alphabet (GOOGL) Q3 earnings call highlighted AI growth alongside rising spending pressures. https://slicast.com/zh/article/1q64akr Slicast zh-cn 2026-11-04T16:16:08.000Z Alphabet（GOOGL）第三季度财报电话会议重点提及AI业务增长，以及持续上升的支出压力。 https://slicast.com/ko/article/1q64akr Slicast ko 2026-11-04T16:16:08.000Z Alphabet (GOOGL) 3분기 실적 발표에서는 AI 성장세와 함께 비용 지출 부담 확대가 주요 쟁점으로 제시됐다. https://slicast.com/article/1o3c626 Slicast en 2026-11-04T16:11:51.000Z Nvidia told data center partners to cut their China exposure and limits RTX chip sales to mainland China, as the US and China look to decouple. https://slicast.com/zh/article/1o3c626 Slicast zh-cn 2026-11-04T16:11:51.000Z 英伟达已告知数据中心合作伙伴削减对中国大陆市场的敞口，并限制RTX芯片向中国大陆的销售，此举正值美国与中国谋求脱钩之际。 https://slicast.com/ko/article/1o3c626 Slicast ko 2026-11-04T16:11:51.000Z 엔비디아가 데이터센터 파트너들에게 중국 관련 익스포저를 줄이라고 통보했으며, 미국과 중국이 디커플링을 추진하는 가운데 중국 본토에 대한 RTX 칩 판매를 제한하고 있다. https://slicast.com/article/14780ir Slicast en 2026-11-04T16:10:48.000Z Morgan Stanley says AMD's 2027 server CPU growth is seen reaching 100%. https://slicast.com/zh/article/14780ir Slicast zh-cn 2026-11-04T16:10:48.000Z 摩根士丹利表示，超威半导体2027年服务器中央处理器的增长有望达到100%。 https://slicast.com/ko/article/14780ir Slicast ko 2026-11-04T16:10:48.000Z Morgan Stanley는 AMD의 2027년 서버 CPU 성장률이 100%에 도달할 것으로 전망한다고 밝혔다. https://slicast.com/article/1fdrmbu Slicast en 2026-11-04T16:09:58.000Z An NBC exit poll found 56% of voters said AI data centers were a crucial or major factor in their Congressional vote decision, and 87% called it a factor overall, with the concern weighted heavily tow https://slicast.com/zh/article/1fdrmbu Slicast zh-cn 2026-11-04T16:09:58.000Z 美国全国广播公司出口民调显示，56%的选民表示人工智能数据中心是其国会投票决定中的关键或重大因素；整体而言有87%的受访者认为其是一项因素，且该担忧在民主党选民中权重尤其高。 https://slicast.com/ko/article/1fdrmbu Slicast ko 2026-11-04T16:09:58.000Z NBC 출구조사에 따르면 유권자의 56%가 연방 하원 투표 결정에서 AI 데이터센터가 결정적이거나 주요한 요인이었다고 답했으며, 전체적으로는 87%가 이를 하나의 요인으로 꼽았다. 이러한 우려는 민주당 지지층에서 특히 크게 나타났다. https://slicast.com/article/1spn7li Slicast en 2026-11-04T16:02:00.000Z Following AMD's earnings beat and strong 2027 outlook, Intel shares dropped and NVIDIA retreated 2%, while AMD stock itself was roughly flat. https://slicast.com/zh/article/1spn7li Slicast zh-cn 2026-11-04T16:02:00.000Z 超威半导体财报超预期且2027年展望强劲后，英特尔股价下跌，英伟达下跌2%，超威半导体自身股价则基本持平。 https://slicast.com/ko/article/1spn7li Slicast ko 2026-11-04T16:02:00.000Z AMD의 실적 상회와 강력한 2027년 전망에 따라 인텔 주가는 하락했고, 엔비디아는 2% 하락했으며, AMD 주가 자체는 대체로 보합세를 보였다. https://slicast.com/article/wrreiu Slicast en 2026-11-04T15:58:11.000Z A Wall Street bond committee told the US Treasury that circular financing in AI is a 'feature,' not a bug. https://slicast.com/zh/article/wrreiu Slicast zh-cn 2026-11-04T15:58:11.000Z 一家华尔街债券委员会向美国财政部表示，人工智能领域的循环融资是一项特性，而非缺陷。 https://slicast.com/ko/article/wrreiu Slicast ko 2026-11-04T15:58:11.000Z 월가 채권 위원회가 미국 재무부에 AI 분야의 순환 금융은 버그가 아니라 '특징'이라고 전했다. https://slicast.com/article/1o43fd Slicast en 2026-11-04T15:46:16.000Z Riot Platforms sold 20,264 bitcoin for $1.5 billion as its third-quarter mining revenue fell. https://slicast.com/zh/article/1o43fd Slicast zh-cn 2026-11-04T15:46:16.000Z Riot Platforms出售了20,264枚比特币，获得15亿美元，同时第三季度挖矿收入下降。 https://slicast.com/ko/article/1o43fd Slicast ko 2026-11-04T15:46:16.000Z Riot Platforms, 3분기 채굴 매출이 감소한 가운데 비트코인 20,264개를 15억 달러에 매각했다. https://slicast.com/article/1oty0x4 Slicast en 2026-11-04T15:40:41.000Z An AI data center developer plans a campus in El Dorado, Arkansas. https://slicast.com/zh/article/1oty0x4 Slicast zh-cn 2026-11-04T15:40:41.000Z 一家人工智能数据中心开发商计划在阿肯色州埃尔多拉多建设园区。 https://slicast.com/ko/article/1oty0x4 Slicast ko 2026-11-04T15:40:41.000Z AI 데이터센터 개발사가 아칸소주 엘도라도에 캠퍼스를 조성할 계획이다. https://slicast.com/article/1hq8zsf Slicast en 2026-11-04T15:40:16.000Z CoreWeave bonds hit new lows as Texas data centers are in the crosshairs. https://slicast.com/zh/article/1hq8zsf Slicast zh-cn 2026-11-04T15:40:16.000Z CoreWeave债券跌至新低，得克萨斯州数据中心已成为众矢之的。 https://slicast.com/ko/article/1hq8zsf Slicast ko 2026-11-04T15:40:16.000Z CoreWeave 채권, 텍사스 데이터센터 리스크 부각에 신저가 기록 https://slicast.com/article/m0gicr Slicast en 2026-11-04T15:39:56.000Z Analysis says a Texas blue wave could threaten 27% of planned U.S. data center power, with implications for CoreWeave, IREN, Nebius and other neocloud stocks. https://slicast.com/zh/article/m0gicr Slicast zh-cn 2026-11-04T15:39:56.000Z 分析称，得克萨斯州的蓝色浪潮可能威胁美国规划中数据中心电力的27%，并对CoreWeave、IREN、Nebius等新型云服务商股票构成影响。 https://slicast.com/ko/article/m0gicr Slicast ko 2026-11-04T15:39:56.000Z Texas 블루웨이브가 미국 계획 데이터센터 전력의 27%를 위협할 수 있다는 분석이 나왔으며, 이는 CoreWeave, IREN, Nebius 등 네오클라우드 주식에 영향을 줄 수 있는 것으로 보인다. https://slicast.com/article/lsnpyy Slicast en 2026-11-04T15:37:01.000Z Lambda plans an AI data center campus in Lowndes County, Alabama. https://slicast.com/zh/article/lsnpyy Slicast zh-cn 2026-11-04T15:37:01.000Z Lambda计划在阿拉巴马州朗兹县建设人工智能数据中心园区。 https://slicast.com/ko/article/lsnpyy Slicast ko 2026-11-04T15:37:01.000Z Lambda, 앨라배마주 라운즈 카운티에 AI 데이터센터 캠퍼스 건설을 계획 중이다. https://slicast.com/article/18yem8y Slicast en 2026-11-04T15:28:43.000Z Elon Musk's xAI has installed eight converted jet engines to power a Mississippi data center, with permits allowing a 25 percent higher limit for pollutants. https://slicast.com/zh/article/18yem8y Slicast zh-cn 2026-11-04T15:28:43.000Z 埃隆·马斯克旗下的xAI在密西西比州一座数据中心安装了八台改装喷气发动机用于供电，相关许可允许污染物排放上限提高25%。 https://slicast.com/ko/article/18yem8y Slicast ko 2026-11-04T15:28:43.000Z Elon Musk의 xAI가 미시시피주 데이터센터의 전력 공급을 위해 개조 제트엔진 8기를 설치했으며, 해당 허가에는 오염물질 배출 한도를 25퍼센트 높이는 조건이 포함되어 있다. https://slicast.com/article/1hbwnar Slicast en 2026-11-04T15:28:30.000Z Team Group CEO Chen Ching-wen warned on the earnings call that the memory crisis could reach a point where 'even money can't buy goods,' and said conditions will worsen next year with 'no downward tre https://slicast.com/zh/article/1hbwnar Slicast zh-cn 2026-11-04T15:28:30.000Z Team Group首席执行官Chen Ching-wen在财报电话会议上警告，内存危机可能恶化到「即使有钱也买不到商品」的地步，并表示明年情况将进一步恶化，价格「完全没有下降趋势」。 https://slicast.com/ko/article/1hbwnar Slicast ko 2026-11-04T15:28:30.000Z Team Group CEO Chen Ching-wen는 실적 발표 콘퍼런스 콜에서 메모리 위기가 "돈으로도 물건을 살 수 없는" 수준에 이를 수 있다고 경고했으며, 내년에는 상황이 더 악화될 것이라며 "가격에 하락 추세가 전혀 없다"고 말했다. https://slicast.com/article/1yrz4c0 Slicast en 2026-11-04T15:17:00.000Z Together AI unveiled Polymorphic Inference and the Together Compiler, aimed at continuous optimization of AI inference. https://slicast.com/zh/article/1yrz4c0 Slicast zh-cn 2026-11-04T15:17:00.000Z Together AI推出了Polymorphic Inference和Together Compiler，旨在持续优化人工智能推理。 https://slicast.com/ko/article/1yrz4c0 Slicast ko 2026-11-04T15:17:00.000Z Together AI, Polymorphic Inference와 Together Compiler를 공개하며 AI 추론의 지속적 최적화를 목표로 한다고 밝혔다. https://slicast.com/article/4cdez9 Slicast en 2026-11-04T15:06:38.000Z Silicon Carbide (SiC) Power Device Foundry Market - Global https://slicast.com/zh/article/4cdez9 Slicast zh-cn 2026-11-04T15:06:38.000Z 全球碳化硅(SiC)功率器件代工市场 https://slicast.com/ko/article/4cdez9 Slicast ko 2026-11-04T15:06:38.000Z 실리콘 카바이드(SiC) 전력 반도체 파운드리 시장 - 글로벌 https://slicast.com/article/u56x36 Slicast en 2026-11-04T15:04:50.000Z SambaNova partners with Supermicro for SN50 RDU deployments, with Supermicro initially purchasing 10,000 SN50 chips from SambaNova. https://slicast.com/zh/article/u56x36 Slicast zh-cn 2026-11-04T15:04:50.000Z SambaNova与超微电脑合作部署SN50 RDU，超微电脑将首批从SambaNova采购10,000颗SN50芯片。 https://slicast.com/ko/article/u56x36 Slicast ko 2026-11-04T15:04:50.000Z SambaNova, Supermicro와 SN50 RDU 배포를 위해 파트너십을 체결했으며, Supermicro는 초기에 SambaNova로부터 SN50 칩 10,000개를 구매할 예정이다. https://slicast.com/article/6z4uqd Slicast en 2026-11-04T15:02:40.000Z UAE Data Center and AI Infrastructure Market Study https://slicast.com/zh/article/6z4uqd Slicast zh-cn 2026-11-04T15:02:40.000Z 阿联酋数据中心与AI基础设施市场研究 https://slicast.com/ko/article/6z4uqd Slicast ko 2026-11-04T15:02:40.000Z UAE 데이터센터 및 AI 인프라 시장 연구 https://slicast.com/article/1afhgkv Slicast en 2026-11-04T15:02:28.000Z PDG secured $1.3 billion in green financing for its Johor data centre. https://slicast.com/zh/article/1afhgkv Slicast zh-cn 2026-11-04T15:02:28.000Z PDG为其柔佛数据中心获得13亿美元绿色融资。 https://slicast.com/ko/article/1afhgkv Slicast ko 2026-11-04T15:02:28.000Z PDG, 조호르 데이터센터를 위해 13억 달러 규모의 녹색 금융을 확보했다. https://slicast.com/article/16sx2zc Slicast en 2026-11-04T14:33:39.000Z IGBT & SiC Module Market - Global Forecast 2026-2032 | EV, https://slicast.com/zh/article/16sx2zc Slicast zh-cn 2026-11-04T14:33:39.000Z IGBT与SiC模块市场——全球预测2026–2032 | 电动汽车, https://slicast.com/ko/article/16sx2zc Slicast ko 2026-11-04T14:33:39.000Z IGBT 및 SiC 모듈 시장 - 글로벌 전망 2026-2032 | EV, https://slicast.com/article/vnmpt5 Slicast en 2026-11-04T14:32:12.000Z Synopsys announced an agreement with a European chips design platform to offer its EDA software, unveiled at The Technology Sovereignty Package in Practice event in Brussels on Nov. 4, 2026. https://slicast.com/zh/article/vnmpt5 Slicast zh-cn 2026-11-04T14:32:12.000Z 新思科技（Synopsys）宣布与一个欧洲芯片设计平台达成协议，将通过该平台提供其EDA软件；此消息于2026年11月4日在布鲁塞尔的The Technology Sovereignty Package in Practice活动上发布。 https://slicast.com/ko/article/vnmpt5 Slicast ko 2026-11-04T14:32:12.000Z Synopsys는 2026년 11월 4일 브뤼셀에서 열린 'The Technology Sovereignty Package in Practice' 행사에서 공개된 한 유럽 칩 설계 플랫폼과 자사 EDA 소프트웨어 제공을 위한 계약을 체결했다고 발표했다. https://slicast.com/article/j0me6f Slicast en 2026-11-04T14:23:22.000Z China's ChangXin Memory (CXMT) doubled its share buyback to up to 5 billion yuan, and its shares surged 13%. https://slicast.com/zh/article/j0me6f Slicast zh-cn 2026-11-04T14:23:22.000Z 长鑫存储（CXMT）将股份回购规模加倍至最高50亿元人民币，其股价随之大涨13%。 https://slicast.com/ko/article/j0me6f Slicast ko 2026-11-04T14:23:22.000Z CXMT(ChangXin Memory)가 자사주 매입 규모를 두 배로 늘려 최대 50억 위안으로 확대했으며, 주가는 13% 급등했다. https://slicast.com/article/1e9nswi Slicast en 2026-11-04T14:20:02.000Z Together AI brought continuous compilation to production inference workloads on its platform. https://slicast.com/zh/article/1e9nswi Slicast zh-cn 2026-11-04T14:20:02.000Z Together AI将持续编译功能引入生产级推理场景，用于优化其平台上的推理性能。 https://slicast.com/ko/article/1e9nswi Slicast ko 2026-11-04T14:20:02.000Z Together AI는 자사 플랫폼의 프로덕션 추론 워크로드에 지속적 컴파일 기술을 도입했다. https://slicast.com/article/1bd28f9 Slicast en 2026-11-04T14:20:00.000Z Millennium Adds R&M Data Center Connectivity to Its Integrated Supply Chain Platform https://slicast.com/zh/article/1bd28f9 Slicast zh-cn 2026-11-04T14:20:00.000Z Millennium为其集成供应链平台新增R&M数据中心连接业务 https://slicast.com/ko/article/1bd28f9 Slicast ko 2026-11-04T14:20:00.000Z Millennium, 데이터센터 연결성 솔루션 R&M 추가로 통합 공급망 플랫폼 강화 https://slicast.com/article/1fh4lpe Slicast en 2026-11-04T14:19:15.000Z AXT reported record third-quarter revenue and a positive forward outlook. https://slicast.com/zh/article/1fh4lpe Slicast zh-cn 2026-11-04T14:19:15.000Z AXT公布了创纪录的第三季度营收以及积极的未来展望。 https://slicast.com/ko/article/1fh4lpe Slicast ko 2026-11-04T14:19:15.000Z AXT, 3분기 매출 사상 최대 기록 발표... 향후 전망도 긍정적이라고 밝혀. https://slicast.com/article/1on4nu5 Slicast en 2026-11-04T14:11:15.000Z Google will provide a credit backstop, or credit support, for the debt financing TeraWulf is using to develop a data center campus for Anthropic. https://slicast.com/zh/article/1on4nu5 Slicast zh-cn 2026-11-04T14:11:15.000Z 谷歌将为TeraWulf用于开发一座为Anthropic服务的数据中心园区的债务融资提供信用后盾（信用支持）。 https://slicast.com/ko/article/1on4nu5 Slicast ko 2026-11-04T14:11:15.000Z Google는 TeraWulf이 Anthropic의 데이터센터 캠퍼스 개발을 위해 조달하는 부채 금융에 대해 신용 백스톱, 즉 신용 보강을 제공할 예정이다. https://slicast.com/article/1kfd1o4 Slicast en 2026-11-04T14:11:00.000Z Supermicro (SMCI) beat Q1 earnings estimates on large AI deployments and raised its outlook. https://slicast.com/zh/article/1kfd1o4 Slicast zh-cn 2026-11-04T14:11:00.000Z 超微电脑（SMCI）第一季度财报超出预期，主要得益于大规模AI部署，并上调了业绩指引。 https://slicast.com/ko/article/1kfd1o4 Slicast ko 2026-11-04T14:11:00.000Z Supermicro(SMCI)는 대규모 AI 구축 수요에 힘입어 1분기 실적 전망치를 상회했으며, 실적 전망도 상향 조정했다. https://slicast.com/article/r9kj6x Slicast en 2026-11-04T14:10:12.000Z SambaNova and Supermicro announced a strategic collaboration to build AI inference systems combining SambaNova RDUs with GPUs, initially planning for 10,000 SN50 RDUs. https://slicast.com/zh/article/r9kj6x Slicast zh-cn 2026-11-04T14:10:12.000Z SambaNova与超微电脑（Supermicro）宣布建立战略合作，共同打造结合SambaNova RDU与GPU的AI推理系统，初期计划部署10,000颗SN50 RDU。 https://slicast.com/ko/article/r9kj6x Slicast ko 2026-11-04T14:10:12.000Z SambaNova와 Supermicro가 SambaNova RDU와 GPU를 결합한 AI 추론 시스템 구축을 위한 전략적 협력을 발표했다. 초기 계획은 SN50 RDU 10,000개 규모다. https://slicast.com/article/1gkrnpw Slicast en 2026-11-04T14:05:59.000Z Penguin Solutions Announces Agreement to Sell Cree LED to Transom Capital Group https://slicast.com/zh/article/1gkrnpw Slicast zh-cn 2026-11-04T14:05:59.000Z Penguin Solutions宣布同意将Cree LED出售给Transom Capital Group https://slicast.com/ko/article/1gkrnpw Slicast ko 2026-11-04T14:05:59.000Z Penguin Solutions, Cree LED 사업을 Transom Capital Group에 매각하는 계약 체결 발표 https://slicast.com/article/df6bw0 Slicast en 2026-11-04T14:00:33.000Z OpenAI plans to rebrand its data centers as compute campuses as part of a broader policy and PR push, as anti-data-center sentiment dominates the US midterms. https://slicast.com/zh/article/df6bw0 Slicast zh-cn 2026-11-04T14:00:33.000Z OpenAI计划将其数据中心更名为计算园区，作为更广泛的政策与公关攻势的一部分；当前美国中期选举中，反数据中心运动成为焦点。 https://slicast.com/ko/article/df6bw0 Slicast ko 2026-11-04T14:00:33.000Z OpenAI는 미국 중간선거에서 데이터센터에 대한 반대 여론이 커지는 가운데, 더 넓은 정책 및 홍보 전략의 일환으로 데이터센터를 '컴퓨트 캠퍼스'로 명칭을 바꿀 계획이다. https://slicast.com/article/15manro Slicast en 2026-11-04T14:00:00.000Z Microsoft's Q1 earnings call (MSFT) highlighted Azure growth and AI spending. https://slicast.com/zh/article/15manro Slicast zh-cn 2026-11-04T14:00:00.000Z 微软（MSFT）第一季度财报电话会议重点介绍了Azure增长与AI支出情况。 https://slicast.com/ko/article/15manro Slicast ko 2026-11-04T14:00:00.000Z Microsoft의 1분기 실적 발표(MSFT)에서는 Azure 성장과 AI 투자 지출이 주요 내용으로 다뤄졌다. https://slicast.com/article/xyrw6p Slicast en 2026-11-04T14:00:00.000Z AMD's Q3 earnings call highlighted strong AI demand and set out a growth outlook for 2027. https://slicast.com/zh/article/xyrw6p Slicast zh-cn 2026-11-04T14:00:00.000Z 超威半导体（AMD）第三季度财报电话会议重点强调了强劲的AI需求，并给出了2027年增长展望。 https://slicast.com/ko/article/xyrw6p Slicast ko 2026-11-04T14:00:00.000Z AMD의 3분기 실적 발표에서는 강력한 AI 수요가 부각되었으며, 2027년 성장 전망도 제시되었다. https://slicast.com/article/1vkgu9b Slicast en 2026-11-04T14:00:00.000Z Micron outlined a DRAM and NAND roadmap covering 3D NAND, High-NA EUV, new materials, and custom memory types that it expects to go mainstream as AI developers hit the limits of current memory. https://slicast.com/zh/article/1vkgu9b Slicast zh-cn 2026-11-04T14:00:00.000Z 美光科技（Micron）披露了雄心勃勃的DRAM与NAND路线图，涵盖3D NAND、高数值孔径EUV光刻、新材料以及定制化存储器类型；随着AI开发者受限于现有内存性能，这些定制化存储器有望成为主流。 https://slicast.com/ko/article/1vkgu9b Slicast ko 2026-11-04T14:00:00.000Z Micron outlined a DRAM and NAND roadmap covering 3D NAND, High-NA EUV, new materials, and custom memory types that it expects to go mainstream as AI developers hit the limits of current memory. Wait, https://slicast.com/article/dzo2nb Slicast en 2026-11-04T13:58:13.000Z HUMAIN acquires Saudi tech firm CNTXT to expand its enterprise AI services and cloud offerings in Saudi Arabia. https://slicast.com/zh/article/dzo2nb Slicast zh-cn 2026-11-04T13:58:13.000Z HUMAIN收购沙特科技公司CNTXT，以扩大其企业级AI服务和云服务在沙特阿拉伯的业务。 https://slicast.com/ko/article/dzo2nb Slicast ko 2026-11-04T13:58:13.000Z HUMAIN, 사우디 기술 기업 CNTXT를 인수해 사우디아라비아 내 기업용 AI 서비스 및 클라우드 사업을 확대한다. https://slicast.com/article/1k4tdvt Slicast en 2026-11-04T13:35:00.000Z SpaceX Selects Qualcomm to Accelerate Starlink Mobile’s Nationwide 5G Network https://slicast.com/zh/article/1k4tdvt Slicast zh-cn 2026-11-04T13:35:00.000Z SpaceX选择高通加速Starlink Mobile的全国5G网络建设 https://slicast.com/ko/article/1k4tdvt Slicast ko 2026-11-04T13:35:00.000Z SpaceX, 스타링크 모바일의 전국 5G 네트워크 구축 가속을 위해 Qualcomm 선정 https://slicast.com/article/15paaps Slicast en 2026-11-04T13:30:00.000Z Reliance Global Group completed its acquisition of Oblivus, marking its entry into the AI infrastructure market. https://slicast.com/zh/article/15paaps Slicast zh-cn 2026-11-04T13:30:00.000Z Reliance Global Group已完成对Oblivus的收购，标志着其正式进入AI基础设施市场。 https://slicast.com/ko/article/15paaps Slicast ko 2026-11-04T13:30:00.000Z Reliance Global Group이 Oblivus 인수를 완료하며 AI 인프라 시장에 진출했다. https://slicast.com/article/10t7wj9 Slicast en 2026-11-04T13:16:14.000Z Cipher Mining shares sank 17% as the Texas election was seen putting AI data-center expansion at risk. https://slicast.com/zh/article/10t7wj9 Slicast zh-cn 2026-11-04T13:16:14.000Z Cipher Mining股价下跌17%，原因是得克萨斯州选举结果被视为使AI数据中心扩张面临风险。 https://slicast.com/ko/article/10t7wj9 Slicast ko 2026-11-04T13:16:14.000Z Cipher Mining 주가는 텍사스 선거 결과가 AI 데이터센터 확장을 위태롭게 할 것으로 보이면서 17% 급락했다. https://slicast.com/article/1bm2hrf Slicast en 2026-11-04T13:15:00.000Z Google is providing credit support for TeraWulf's anticipated borrowing tied to its roughly $19 billion in Anthropic lease commitments. https://slicast.com/zh/article/1bm2hrf Slicast zh-cn 2026-11-04T13:15:00.000Z 谷歌为TeraWulf与约190亿美元Anthropic租约承诺相关的预期借款提供信用支持。 https://slicast.com/ko/article/1bm2hrf Slicast ko 2026-11-04T13:15:00.000Z Google는 TeraWulf가 약 190억 달러 규모의 Anthropic 임대 계약 약정과 관련해 예상하는 차입에 대해 신용 보강을 제공하고 있다. https://slicast.com/article/plrcj3 Slicast en 2026-11-04T13:13:53.000Z Oracle has dropped Tencent as a cloud client, losing a multi-billion-dollar contract, amid growing pressure to reduce US companies' ties to Chinese customers. https://slicast.com/zh/article/plrcj3 Slicast zh-cn 2026-11-04T13:13:53.000Z 甲骨文已放弃腾讯作为云服务客户，失去一份价值数十亿美元的合同，此举发生在美国企业减少与中国客户往来的压力日益增大之际。 https://slicast.com/ko/article/plrcj3 Slicast ko 2026-11-04T13:13:53.000Z Oracle가 중국 기업들과의 거래를 줄이라는 미국 내 압력이 커지는 가운데, 텐센트를 클라우드 고객에서 제외하면서 수십억 달러 규모의 계약을 잃게 됐다. https://slicast.com/article/upmful Slicast en 2026-11-04T13:13:32.000Z Tom's Hardware reports that 45 data-center measures were put on the US midterm ballot, and most voters rejected data-center development in their counties. https://slicast.com/zh/article/upmful Slicast zh-cn 2026-11-04T13:13:32.000Z 据报道，美国中期选举共有45项数据中心相关议题上了选票，多数选民投票反对其所在县的数据中心开发。 https://slicast.com/ko/article/upmful Slicast ko 2026-11-04T13:13:32.000Z 미국 중간선거 투표용지에 데이터센터 관련 법안 45건이 올랐으며, 대다수 유권자가 자신이 거주하는 카운티의 데이터센터 개발에 반대표를 던졌다고 Tom's Hardware가 보도했다. https://slicast.com/article/ysk4mn Slicast en 2026-11-04T13:10:51.000Z Cipher Digital booked its first HPC lease revenue as its Bitcoin mining business fades. https://slicast.com/zh/article/ysk4mn Slicast zh-cn 2026-11-04T13:10:51.000Z Cipher Digital确认首笔高性能计算租赁收入，其比特币挖矿业务随之萎缩。 https://slicast.com/ko/article/ysk4mn Slicast ko 2026-11-04T13:10:51.000Z Cipher Digital은 비트코인 채굴 사업이 쇠퇴하는 가운데 첫 HPC 임대 수익을 인식했다. https://slicast.com/article/3v0360 Slicast en 2026-11-04T13:01:12.000Z Together AI launched Together Compiler for continual optimization of open-source AI models. https://slicast.com/zh/article/3v0360 Slicast zh-cn 2026-11-04T13:01:12.000Z Together AI推出Together Compiler，用于对开源AI模型进行持续优化。 https://slicast.com/ko/article/3v0360 Slicast ko 2026-11-04T13:01:12.000Z Together AI가 오픈소스 AI 모델의 지속적 최적화를 위한 Together Compiler를 출시했다. https://slicast.com/article/1mi0tns Slicast en 2026-11-04T13:00:00.000Z Maysville is seeking $50 million under a proposed data center agreement. https://slicast.com/zh/article/1mi0tns Slicast zh-cn 2026-11-04T13:00:00.000Z Maysville寻求5000万美元，用于一项拟议的数据中心协议。 https://slicast.com/ko/article/1mi0tns Slicast ko 2026-11-04T13:00:00.000Z Maysville는 제안된 데이터센터 협약에 따라 5,000만 달러를 요구하고 있다. https://slicast.com/article/szc819 Slicast en 2026-11-04T13:00:00.000Z Genius Group Advances ASX Dual Listing, Expands GENIUSpark AI Data Center Initiative to Australia https://slicast.com/zh/article/szc819 Slicast zh-cn 2026-11-04T13:00:00.000Z Genius Group推进ASX双重上市,并将GENIUSpark AI数据中心计划扩展至澳大利亚 https://slicast.com/ko/article/szc819 Slicast ko 2026-11-04T13:00:00.000Z Genius Group, ASX 중복상장 추진 및 GENIUSpark AI 데이터센터 이니셔티브의 호주 확대 https://slicast.com/article/1wroib8 Slicast en 2026-11-04T12:35:35.000Z Aramco's profit rose to $31.2B as it took a 49% stake in Saudi AI firm HUMAIN. https://slicast.com/zh/article/1wroib8 Slicast zh-cn 2026-11-04T12:35:35.000Z 沙特阿美利润升至312亿美元，同时取得沙特AI公司HUMAIN 49%的股份。 https://slicast.com/ko/article/1wroib8 Slicast ko 2026-11-04T12:35:35.000Z Aramco의 순이익이 312억 달러로 증가했으며, 이는 사우디 AI 기업 HUMAIN의 지분 49%를 취득한 데 따른 것이다. https://slicast.com/article/1hv31ne Slicast en 2026-11-04T12:30:37.000Z Google committed $15bn to investment in Malaysian data centers, with the investments occurring during 2027 and 2028. https://slicast.com/zh/article/1hv31ne Slicast zh-cn 2026-11-04T12:30:37.000Z 谷歌承诺在马来西亚数据中心投资150亿美元，投资将于2027年和2028年进行。 https://slicast.com/ko/article/1hv31ne Slicast ko 2026-11-04T12:30:37.000Z Google는 말레이시아 데이터센터에 150억 달러를 투자하기로 약속했으며, 해당 투자는 2027년과 2028년에 걸쳐 이루어질 예정이다. https://slicast.com/article/vaesx2 Slicast en 2026-11-04T12:29:59.000Z JPMorgan is leading an A$715m offer by Goodman Group and Digital Realty for a stake in the struggling NextDC. https://slicast.com/zh/article/vaesx2 Slicast zh-cn 2026-11-04T12:29:59.000Z 摩根大通牵头，古德曼集团与Digital Realty拟以A$715m收购陷入困境的NextDC部分股权。 https://slicast.com/ko/article/vaesx2 Slicast ko 2026-11-04T12:29:59.000Z JP모건은 굿맨 그룹(Goodman Group)과 디지털 리얼티(Digital Realty)가 부진을 겪고 있는 NextDC 지분 인수를 위해 제시한 7억 1,500만 호주달러 규모 인수 제안을 주도하고 있다. https://slicast.com/article/1ojy0w7 Slicast en 2026-11-04T12:20:29.000Z Portugal's government is drafting new rules that would require data centers to be powered by renewable energy, with the legislation being finalized. https://slicast.com/zh/article/1ojy0w7 Slicast zh-cn 2026-11-04T12:20:29.000Z 葡萄牙政府正在起草新规，要求数据中心使用可再生能源供电，相关立法正在最终确定中。 https://slicast.com/ko/article/1ojy0w7 Slicast ko 2026-11-04T12:20:29.000Z 포르투갈 정부는 데이터센터가 재생에너지로 가동되도록 의무화하는 새로운 규정을 마련 중이며, 관련 법안은 최종 단계에 있다. https://slicast.com/article/zp0mnt Slicast en 2026-11-04T12:19:54.000Z GlobalFoundries reported its third-quarter 2026 financial results. https://slicast.com/zh/article/zp0mnt Slicast zh-cn 2026-11-04T12:19:54.000Z 格芯公布2026年第三季度财务业绩。 https://slicast.com/ko/article/zp0mnt Slicast ko 2026-11-04T12:19:54.000Z GlobalFoundries가 2026년 3분기 실적을 발표했다. https://slicast.com/article/10vze4s Slicast en 2026-11-04T12:00:00.000Z QUALCOMM INC/DE files 8-K: results of operations https://slicast.com/zh/article/10vze4s Slicast zh-cn 2026-11-04T12:00:00.000Z QUALCOMM INC/DE 提交 8-K：重大事件 https://slicast.com/ko/article/10vze4s Slicast ko 2026-11-04T12:00:00.000Z QUALCOMM INC/DE 8-K 제출: 영업 실적 https://slicast.com/article/118n8ga Slicast en 2026-11-04T12:00:00.000Z COHERENT CORP. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/118n8ga Slicast zh-cn 2026-11-04T12:00:00.000Z COHERENT CORP. 提交 8-K：重大事件 https://slicast.com/ko/article/118n8ga Slicast ko 2026-11-04T12:00:00.000Z COHERENT CORP. 8-K 제출: 영업 실적, Regulation FD 공시 https://slicast.com/article/1ekcy2h Slicast en 2026-11-04T12:00:00.000Z QUALCOMM INC/DE files 10-K: annual report (10-K) https://slicast.com/zh/article/1ekcy2h Slicast zh-cn 2026-11-04T12:00:00.000Z QUALCOMM INC/DE 提交 10-K：年度报告(10-K) https://slicast.com/ko/article/1ekcy2h Slicast ko 2026-11-04T12:00:00.000Z QUALCOMM INC/DE, 10-K 제출: 연차보고서(10-K) https://slicast.com/article/1ir5814 Slicast en 2026-11-04T12:00:00.000Z COHERENT CORP. files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1ir5814 Slicast zh-cn 2026-11-04T12:00:00.000Z COHERENT CORP. 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1ir5814 Slicast ko 2026-11-04T12:00:00.000Z COHERENT CORP. 분기보고서 제출: 분기보고서(10-Q) https://slicast.com/article/1kb4iap Slicast en 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1kb4iap Slicast zh-cn 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1kb4iap Slicast ko 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 제출 6-K: 외국 발행사 보고서(6-K) https://slicast.com/article/1obrvkf Slicast en 2026-11-04T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1obrvkf Slicast zh-cn 2026-11-04T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1obrvkf Slicast ko 2026-11-04T12:00:00.000Z Baidu, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1vd95fx Slicast en 2026-11-04T12:00:00.000Z ORACLE CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/1vd95fx Slicast zh-cn 2026-11-04T12:00:00.000Z ORACLE CORP 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/1vd95fx Slicast ko 2026-11-04T12:00:00.000Z ORACLE CORP, 424B2 제출: 투자설명서(424B) https://slicast.com/article/1wymqld Slicast en 2026-11-04T12:00:00.000Z MICROSOFT CORP files 8-K: other material event https://slicast.com/zh/article/1wymqld Slicast zh-cn 2026-11-04T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1wymqld Slicast ko 2026-11-04T12:00:00.000Z MICROSOFT CORP 8-K 제출: 기타 중요 사건 https://slicast.com/article/25lqgl Slicast en 2026-11-04T12:00:00.000Z Astera Labs files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/25lqgl Slicast zh-cn 2026-11-04T12:00:00.000Z Astera Labs 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/25lqgl Slicast ko 2026-11-04T12:00:00.000Z Astera Labs, 10-Q 분기보고서 제출 https://slicast.com/article/4walro Slicast en 2026-11-04T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/4walro Slicast zh-cn 2026-11-04T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/4walro Slicast ko 2026-11-04T12:00:00.000Z Meta Platforms, 424B5 발행설명서(424B) 제출 https://slicast.com/article/88hu9y Slicast en 2026-11-04T12:00:00.000Z Alphabet files 424B2: prospectus (424B) https://slicast.com/zh/article/88hu9y Slicast zh-cn 2026-11-04T12:00:00.000Z Alphabet 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/88hu9y Slicast ko 2026-11-04T12:00:00.000Z Alphabet 424B2: 투자설명서(424B) https://slicast.com/article/a69btg Slicast en 2026-11-04T12:00:00.000Z ADVANCED MICRO DEVICES INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/a69btg Slicast zh-cn 2026-11-04T12:00:00.000Z ADVANCED MICRO DEVICES INC 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/a69btg Slicast ko 2026-11-04T12:00:00.000Z ADVANCED MICRO DEVICES INC, 분기보고서(10-Q) 제출 https://slicast.com/article/aj53e9 Slicast en 2026-11-04T12:00:00.000Z TERAWULF INC. files 8-K: entry into a material agreement, Regulation FD disclosure, other material event https://slicast.com/zh/article/aj53e9 Slicast zh-cn 2026-11-04T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/ko/article/aj53e9 Slicast ko 2026-11-04T12:00:00.000Z TERAWULF INC. 8-K 제출: 중요 계약 체결, 공정공시규정(Regulation FD) 공시, 기타 중요 사건 https://slicast.com/article/gwjib4 Slicast en 2026-11-04T12:00:00.000Z ORACLE CORP files 424B5: prospectus (424B) https://slicast.com/zh/article/gwjib4 Slicast zh-cn 2026-11-04T12:00:00.000Z ORACLE CORP 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/gwjib4 Slicast ko 2026-11-04T12:00:00.000Z ORACLE CORP, 424B5 증권신고서 목론서(424B) https://slicast.com/article/mwd2sn Slicast en 2026-11-04T12:00:00.000Z Arista Networks files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/mwd2sn Slicast zh-cn 2026-11-04T12:00:00.000Z Arista Networks 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/mwd2sn Slicast ko 2026-11-04T12:00:00.000Z Arista Networks, 10-Q 분기 보고서 제출 https://slicast.com/article/p4qxru Slicast en 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/p4qxru Slicast zh-cn 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/p4qxru Slicast ko 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 제출 6-K: 외국 발행인 보고서(6-K) https://slicast.com/article/iix20g Slicast en 2026-11-04T11:45:00.000Z What Happens When a Data Center in Space Breaks Down? https://slicast.com/zh/article/iix20g Slicast zh-cn 2026-11-04T11:45:00.000Z 太空数据中心故障时会怎样? https://slicast.com/ko/article/iix20g Slicast ko 2026-11-04T11:45:00.000Z 우주 데이터센터가 고장 나면 어떻게 될까? https://slicast.com/article/v9f7wa Slicast en 2026-11-04T11:44:07.000Z Broadcom stock is reported to have gained $63 billion in AI financing backing tied to Anthropic. https://slicast.com/zh/article/v9f7wa Slicast zh-cn 2026-11-04T11:44:07.000Z 据报道，博通股价因与Anthropic相关的AI融资支持而上涨630亿美元。 https://slicast.com/ko/article/v9f7wa Slicast ko 2026-11-04T11:44:07.000Z Broadcom 주가는 Anthropic과 연계된 AI 자금 조달 규모가 630억 달러에 이른다는 보도로 상승한 것으로 전해졌다. https://slicast.com/article/1x8jc3q Slicast en 2026-11-04T11:27:00.000Z 2026 Data Center Announcements Pass All of 2025 as Local Restrictions Spread to 42 States https://slicast.com/zh/article/1x8jc3q Slicast zh-cn 2026-11-04T11:27:00.000Z 2026年数据中心公告数量超过2025年全年,本地限制已蔓延至42个州 https://slicast.com/ko/article/1x8jc3q Slicast ko 2026-11-04T11:27:00.000Z 2026년 데이터센터 발표 규모, 지역 규제 확산 속 42개 주에서 2025년 전체를 넘어서 https://slicast.com/article/uwvqmy Slicast en 2026-11-04T11:22:00.000Z Anthropic's IPO filing shows the risky financial mechanics behind its vision of massive AI compute, giving the first detailed public view of how a leading frontier lab funds its infrastructure. https://slicast.com/zh/article/uwvqmy Slicast zh-cn 2026-11-04T11:22:00.000Z Anthropic的IPO申请文件揭示了其大规模AI算力愿景背后的高风险财务机制,首次公开展现了一家领先前沿AI实验室如何为其基础设施提供资金的详细情况。 https://slicast.com/ko/article/uwvqmy Slicast ko 2026-11-04T11:22:00.000Z Anthropic의 IPO 신고서는 대규모 AI 컴퓨팅에 대한 회사의 비전 이면에 있는 위험한 재무 구조를 보여주며, 선도적인 프런티어 연구소가 인프라 자금을 어떻게 조달하는지에 대한 첫 번째 상세한 공개 자료를 제공한다. https://slicast.com/article/39ug8r Slicast en 2026-11-04T10:53:49.000Z Pure DC Unveils ~$2Billion Financing Framework to Scale Its https://slicast.com/zh/article/39ug8r Slicast zh-cn 2026-11-04T10:53:49.000Z Pure DC推出约20亿美元融资框架,以扩大其规模 https://slicast.com/ko/article/39ug8r Slicast ko 2026-11-04T10:53:49.000Z Pure DC, 약 20억 달러 규모의 금융 프레임워크 공개… 사업 확장 가속 https://slicast.com/article/zstt3f Slicast en 2026-11-04T10:15:00.000Z Oracle has scrapped a $7 billion AI chip leasing deal with Tencent, reportedly under U.S. government pressure. https://slicast.com/zh/article/zstt3f Slicast zh-cn 2026-11-04T10:15:00.000Z Oracle 据报道在美国政府施压下，取消了与腾讯价值70亿美元的AI芯片租赁交易。 https://slicast.com/ko/article/zstt3f Slicast ko 2026-11-04T10:15:00.000Z Oracle, 미국 정부의 압박으로 알려진 가운데 Tencent와의 70억 달러 규모 AI 칩 임대 계약을 철회했다. https://slicast.com/article/1u7m3vg Slicast en 2026-11-03T21:30:00.000Z WhiteFiber Completes Acquisition of Two North Carolina Data Center Development Sites and Provides NC-1 Update https://slicast.com/zh/article/1u7m3vg Slicast zh-cn 2026-11-03T21:30:00.000Z WhiteFiber完成收购北卡罗来纳州两处数据中心开发场地,并提供NC-1项目进展更新 https://slicast.com/ko/article/1u7m3vg Slicast ko 2026-11-03T21:30:00.000Z WhiteFiber, 노스캐롤라이나 데이터센터 개발 부지 2곳 인수 완료 및 NC-1 진행 현황 발표 https://slicast.com/article/u09l2s Slicast en 2026-11-03T21:15:00.000Z AMD Reports Third Quarter 2026 Financial Results https://slicast.com/zh/article/u09l2s Slicast zh-cn 2026-11-03T21:15:00.000Z AMD发布2026年第三季度财务业绩 https://slicast.com/ko/article/u09l2s Slicast ko 2026-11-03T21:15:00.000Z AMD, 2026년 3분기 재무 실적 발표 https://slicast.com/article/16aynsv Slicast en 2026-11-03T21:12:00.000Z DeepSeek orders 160,000 Huawei Ascend 950DT chips for deployment in Ulanqab, Inner Mongolia, a 1GW data center; use for pretraining is disputed https://slicast.com/zh/article/16aynsv Slicast zh-cn 2026-11-03T21:12:00.000Z DeepSeek 订购 16 万片华为昇腾 950DT 于内蒙古乌兰察布部署，1GW 数据中心，预训练用途存争议 https://slicast.com/ko/article/16aynsv Slicast ko 2026-11-03T21:12:00.000Z DeepSeek, 내몽골 울란차브 소재 1GW 규모 데이터센터 배치를 위해 Huawei Ascend 950DT 칩 160,000개 주문; 사전학습 용도 사용 여부는 논란 중 https://slicast.com/article/1ypmpw2 Slicast en 2026-11-03T21:11:00.000Z Kori Nuclear Units 3 and 4 in South Korea receive life extension approval, adding 1,900MW, with startup expected in the first half of 2027. https://slicast.com/zh/article/1ypmpw2 Slicast zh-cn 2026-11-03T21:11:00.000Z 韩国古里核电 3、4 号机组获批延役，新增 1,900MW，2027 年上半年上线 https://slicast.com/ko/article/1ypmpw2 Slicast ko 2026-11-03T21:11:00.000Z 고리 3·4호기 원자력 발전소 계속운전 승인, 1,900MW 추가 공급… 2027년 상반기 재가동 예정 https://slicast.com/article/1licoom Slicast en 2026-11-03T21:10:00.000Z Ballot measures in 10 U.S. states address data center development policy; 28 of the 41 measures are restrictive, and results are being released progressively. https://slicast.com/zh/article/1licoom Slicast zh-cn 2026-11-03T21:10:00.000Z 美国 10 州选票涉及数据中心建设政策，41 项措施中 28 项为限制性，结果正陆续出炉 https://slicast.com/ko/article/1licoom Slicast ko 2026-11-03T21:10:00.000Z 미국 10개 주의 주민투표 안건이 데이터센터 개발 정책을 다루고 있으며, 41개 안건 가운데 28개가 규제 성격을 띠고 있다. 결과는 순차적으로 발표되고 있다. https://slicast.com/article/7rc07r Slicast en 2026-11-03T21:09:00.000Z Brookfield and Radiant, together with Drax, plan a £20 billion AI data centre campus in North Yorkshire, UK; Drax shares rose 8% https://slicast.com/zh/article/7rc07r Slicast zh-cn 2026-11-03T21:09:00.000Z Brookfield/Radiant 联合 Drax 在英国北约克郡规划 £200 亿 AI 数据中心园区，Drax 股价涨 8% https://slicast.com/ko/article/7rc07r Slicast ko 2026-11-03T21:09:00.000Z Brookfield와 Radiant은 Drax와 함께 영국 노스요크셔에 200억 파운드 규모의 AI 데이터센터 캠퍼스를 추진할 계획이며, 이 소식에 Drax 주가는 8% 상승했다. https://slicast.com/article/sl0183 Slicast en 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 Bandwidth Quietly Drops 13%; HGX NVL8 Falls 26%, Potentially Opening the Door for AMD Helios https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 带宽悄降 13%，HGX NVL8 降幅达 26%，AMD Helios 或乘势超越 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 대역폭 13% 하락 조용히 확인…HGX NVL8 26% 하락, AMD Helios에 기회 열릴 가능성 https://slicast.com/article/l1a10n Slicast en 2026-11-03T21:07:00.000Z Elon Musk warns that more than 200 neoclouds face a "death by small fish" shakeout as debt markets have all but shut off financing channels https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-03T21:07:00.000Z Elon Musk 警告 200 余家 neocloud 将遭"小鱼死亡"式洗牌，债市已几乎关闭融资渠道 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-03T21:07:00.000Z Elon Musk는 자금 조달 경로가 사실상 막히면서 200여 개 이상의 네오클라우드가 "작은 물고기에 의한 죽음(death by small fish)"이라는 도태 국면에 직면할 것이라고 경고했다. https://slicast.com/article/1hpta94 Slicast en 2026-11-03T21:05:00.000Z Nebius Q3 earnings also on November 10: Q2 revenue of $582 million (up 454% YoY), Q3 guidance of $906 million https://slicast.com/zh/article/1hpta94 Slicast zh-cn 2026-11-03T21:05:00.000Z Nebius Q3 财报同在 11 月 10 日：Q2 营收 $5.82 亿（同比+454%），Q3 预期 $9.06 亿 https://slicast.com/ko/article/1hpta94 Slicast ko 2026-11-03T21:05:00.000Z Nebius 3분기 실적도 11월 10일 발표 예정: 2분기 매출 5억 8,200만 달러(전년 대비 454% 증가), 3분기 가이던스 9억 600만 달러 https://slicast.com/article/cjbqwi Slicast en 2026-11-03T21:05:00.000Z Supermicro Announces First Quarter of Fiscal Year 2027 Financial Results https://slicast.com/zh/article/cjbqwi Slicast zh-cn 2026-11-03T21:05:00.000Z Supermicro发布2027财年第一季度财务业绩 https://slicast.com/ko/article/cjbqwi Slicast ko 2026-11-03T21:05:00.000Z Supermicro, 2027 회계연도 1분기 재무 실적 발표 https://slicast.com/article/xzo0ry Slicast en 2026-11-03T21:04:00.000Z IREN Climbs Against the Trend Ahead of Q1 Earnings on Nov. 5, Seen as Key Test for Neocloud Divergence https://slicast.com/zh/article/xzo0ry Slicast zh-cn 2026-11-03T21:04:00.000Z IREN 逆势冲高，明日（11/5）Q1 财报将成 neocloud 分化关键检验 https://slicast.com/ko/article/xzo0ry Slicast ko 2026-11-03T21:04:00.000Z IREN, 11월 5일 1분기 실적 발표를 앞두고 역행 상승, 네오클라우드 간 차별화의 핵심 시험대로 주목 https://slicast.com/article/178a2ag Slicast en 2026-11-03T21:02:00.000Z CoreWeave Hits Record Low Since Nasdaq Listing, Down 44% Month-to-Date to $49.92; Q3 Earnings Due November 10 https://slicast.com/zh/article/178a2ag Slicast zh-cn 2026-11-03T21:02:00.000Z CoreWeave 创 Nasdaq 上市以来历史新低，月跌 44% 至 $49.92，Q3 财报 11 月 10 日揭盅 https://slicast.com/ko/article/178a2ag Slicast ko 2026-11-03T21:02:00.000Z CoreWeave, 나스닥 상장 이후 최저치 경신…월초 대비 44% 하락한 49.92달러; 3분기 실적 발표는 11월 10일 https://slicast.com/article/qnfg30 Slicast en 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex of $45.2 billion came in below expectations, while Nadella dismissed neocloud as "not a business," and the sector was hit by a double blow. https://slicast.com/zh/article/qnfg30 Slicast zh-cn 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex $452 亿低于预期，Nadella 直斥 neocloud"不是门生意"，板块遭双重打击 https://slicast.com/ko/article/qnfg30 Slicast ko 2026-11-03T21:01:00.000Z Microsoft 27회계연도 1분기 설비투자(capex)는 452억 달러로 시장 예상을 밑돌았으며, 나델라 CEO는 네오클라우드를 "사업이 아니다"라고 일축했다. 이에 업계는 이중 악재에 직면했다. https://slicast.com/commentary/huawei-2026-11-03 Slicast en 2026-11-03T20:59:43.255Z Huawei Ascend vs Nvidia: China AI Chip Market Share, November 2026 https://slicast.com/zh/commentary/huawei-2026-11-03 Slicast zh-cn 2026-11-03T20:59:43.255Z 华为昇腾与英伟达：中国AI芯片市场份额对比，2026年11月 https://slicast.com/commentary/tensorwave-2026-11-03 Slicast en 2026-11-03T20:43:46.537Z TensorWave–Fermi $6.5B Lease Misses Closing Deadline, November 2026 https://slicast.com/zh/commentary/tensorwave-2026-11-03 Slicast zh-cn 2026-11-03T20:43:46.537Z TensorWave与Fermi 65亿美元租约错过交割截止日，2026年11月 https://slicast.com/commentary/terawulf-2026-11-03 Slicast en 2026-11-03T20:37:51.692Z TeraWulf (WULF): Credit Expansion and 1 GW Muskie Build-Out, November 2026 https://slicast.com/zh/commentary/terawulf-2026-11-03 Slicast zh-cn 2026-11-03T20:37:51.692Z TeraWulf（WULF）：信贷额度扩张与Muskie园区1吉瓦建设，2026年11月 https://slicast.com/commentary/bloom-energy-2026-11-03 Slicast en 2026-11-03T20:28:35.709Z Bloom Energy AI Data Center Power Deals, November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-03 Slicast zh-cn 2026-11-03T20:28:35.709Z Bloom Energy AI数据中心供电协议，2026年11月 https://slicast.com/commentary/applied-digital-2026-11-03 Slicast en 2026-11-03T20:17:11.381Z Applied Digital APLD: $36B Contract Backlog vs. Financing Pressure, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-03 Slicast zh-cn 2026-11-03T20:17:11.381Z Applied Digital APLD：360亿美元合同储备与融资压力之争，2026年11月 https://slicast.com/brief/2026-11-04 Slicast en 2026-11-03T20:08:22.620Z Latest AI Infrastructure News: November 4, 2026 https://slicast.com/zh/brief/2026-11-04 Slicast zh-cn 2026-11-03T20:08:22.620Z AI 基础设施新闻早报 · 2026年11月4日 https://slicast.com/ko/brief/2026-11-04 Slicast ko 2026-11-03T20:08:22.620Z 최신 AI 인프라 뉴스 · 2026년 11월 4일 https://slicast.com/article/1fyppff Slicast en 2026-11-03T19:47:34.000Z Futurism reports that OpenAI wants to change the name of its data centers, though the proposed new name is not stated in the available text. https://slicast.com/zh/article/1fyppff Slicast zh-cn 2026-11-03T19:47:34.000Z Futurism报道称，OpenAI希望更改其数据中心的名称，但现有文本未说明拟定的新名称。 https://slicast.com/ko/article/1fyppff Slicast ko 2026-11-03T19:47:34.000Z OpenAI가 데이터센터의 명칭을 바꾸려 한다고 Futurism이 보도했다. 다만 제안된 새 명칭은 현재 확인 가능한 텍스트에 나와 있지 않다. https://slicast.com/article/1dod33b Slicast en 2026-11-03T19:46:46.000Z Hyperion Research reports nearly 20% growth in the HPC and AI-for-Science server market, with Dell taking the lead from HPE in its latest on-premises server revenue update. https://slicast.com/zh/article/1dod33b Slicast zh-cn 2026-11-03T19:46:46.000Z Hyperion Research报告称，高性能计算与面向科学的人工智能服务器市场增长近20%，在其最新的本地部署服务器收入更新中，Dell已超越HPE位居第一。 https://slicast.com/ko/article/1dod33b Slicast ko 2026-11-03T19:46:46.000Z Hyperion Research는 HPC 및 AI-for-Science 서버 시장이 거의 20% 성장했다고 발표했으며, 최신 온프레미스 서버 매출 업데이트에서 Dell이 HPE를 제치고 선두에 올랐다. https://slicast.com/article/5p6wlo Slicast en 2026-11-03T18:43:11.000Z TrendForce says Marvell's buy of Lumentum threatens Broadcom's lead in AI optics. https://slicast.com/zh/article/5p6wlo Slicast zh-cn 2026-11-03T18:43:11.000Z 集邦咨询（TrendForce）称，迈威尔收购Lumentum将威胁博通在人工智能光学领域的领先地位。 https://slicast.com/ko/article/5p6wlo Slicast ko 2026-11-03T18:43:11.000Z TrendForce에 따르면 Marvell의 Lumentum 인수는 AI 광학 부문에서 Broadcom의 선두 지위를 위협하고 있다. https://slicast.com/article/1dj92pn Slicast en 2026-11-03T18:30:42.000Z Adelaide Now reports a 'shock shift' is paving the way for a South Australian nuclear power push, with no further details in the available text. https://slicast.com/zh/article/1dj92pn Slicast zh-cn 2026-11-03T18:30:42.000Z Adelaide Now报道称，一次突然转向正在为南澳大利亚的核电推进铺路，现有文本未提供更多细节。 https://slicast.com/ko/article/1dj92pn Slicast ko 2026-11-03T18:30:42.000Z Adelaide Now은 "충격적 전환"이 남호주 원자력 발전 추진의 길을 열고 있다고 보도했으나, 현재 이용 가능한 텍스트에는 추가 세부 내용이 없다. https://slicast.com/article/q67zc4 Slicast en 2026-11-03T18:20:21.000Z TIKR.com cites a $1.5 trillion gap between hyperscalers' AI spending and their cash generation. https://slicast.com/zh/article/q67zc4 Slicast zh-cn 2026-11-03T18:20:21.000Z TIKR.com援引1.5万亿美元的缺口，指出超大规模云服务商的人工智能支出与其现金流之间存在差距。 https://slicast.com/ko/article/q67zc4 Slicast ko 2026-11-03T18:20:21.000Z TIKR.com은 하이퍼스케일러들의 AI 투자 지출과 현금 창출 능력 사이에 1조 5천억 달러의 격차가 있다고 밝혔다. https://slicast.com/article/1f0exr2 Slicast en 2026-11-03T18:16:37.000Z Dan Niles warns that Micron's real risk is China's CXMT targeting 20% by 2028, according to TIKR.com. https://slicast.com/zh/article/1f0exr2 Slicast zh-cn 2026-11-03T18:16:37.000Z Dan Niles警告称，美光的真正风险在于中国的长鑫存储（CXMT）目标在2028年达到20%的份额，相关报道来自TIKR.com。 https://slicast.com/ko/article/1f0exr2 Slicast ko 2026-11-03T18:16:37.000Z Dan Niles는 TIKR.com을 인용해, Micron의 실질적 위험은 중국 CXMT가 2028년까지 20% 점유율을 목표로 하고 있다는 점이라고 경고했다. https://slicast.com/article/2yczg8 Slicast en 2026-11-03T18:13:20.000Z Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure https://slicast.com/zh/article/2yczg8 Slicast zh-cn 2026-11-03T18:13:20.000Z Tower Semiconductor与Innolight推进面向AI基础设施的高性能近封装光学技术 https://slicast.com/ko/article/2yczg8 Slicast ko 2026-11-03T18:13:20.000Z Tower Semiconductor, Innolight , AI 인프라를 위한 고성능 니어패키지 광학 기술 발전 추진 https://slicast.com/article/1oui1za Slicast en 2026-11-03T18:12:04.000Z Supermicro will build and sell AI inference systems powered by SambaNova, according to Unite.AI. https://slicast.com/zh/article/1oui1za Slicast zh-cn 2026-11-03T18:12:04.000Z Supermicro将建造并销售由SambaNova驱动的人工智能推理系统，相关报道来自Unite.AI。 https://slicast.com/ko/article/1oui1za Slicast ko 2026-11-03T18:12:04.000Z Supermicro, Unite.AI에 따르면 SambaNova 기반의 AI 추론 시스템을 설계하고 판매할 예정이다. https://slicast.com/article/1m377pv Slicast en 2026-11-03T18:11:15.000Z An AI CEO warns that Chinese labs could use free models to 'start selling chips' against Nvidia, according to TIKR.com. https://slicast.com/zh/article/1m377pv Slicast zh-cn 2026-11-03T18:11:15.000Z 一位人工智能公司CEO警告称，中国实验室可能借助免费模型开始销售芯片，与英伟达展开竞争，相关报道来自TIKR.com。 https://slicast.com/ko/article/1m377pv Slicast ko 2026-11-03T18:11:15.000Z AI CEO가 중국 연구소들이 무료 모델을 활용해 Nvidia에 맞서 "칩 판매에 나설" 수 있다고 경고했다고 TIKR.com이 보도했다. https://slicast.com/article/qr92hr Slicast en 2026-11-03T18:05:56.000Z Coinpaper reports that Nvidia has reportedly ordered its AI data center partners to reduce their China exposure. https://slicast.com/zh/article/qr92hr Slicast zh-cn 2026-11-03T18:05:56.000Z Coinpaper报道称，英伟达据报道已要求其人工智能数据中心合作伙伴降低在中国的业务敞口。 https://slicast.com/ko/article/qr92hr Slicast ko 2026-11-03T18:05:56.000Z Coinpaper는 엔비디아가 AI 데이터센터 파트너사들에게 중국 관련 노출을 줄이라고 지시한 것으로 전해졌다고 보도했다. https://slicast.com/article/fzokpw Slicast en 2026-11-03T18:00:00.000Z TheStreet reports that Nvidia's new 51% rule could shut China's backdoor route to AI chips, although the text does not describe the exact test behind the rule. https://slicast.com/zh/article/fzokpw Slicast zh-cn 2026-11-03T18:00:00.000Z TheStreet报道称，英伟达的新'51%'规则可能切断中国获取人工智能芯片的后门渠道。 https://slicast.com/ko/article/fzokpw Slicast ko 2026-11-03T18:00:00.000Z TheStreet은 Nvidia의 새로운 51% 규정이 중국의 AI 칩 우회 경로를 차단할 수 있다고 보도했으나, 해당 규정의 구체적인 판단 기준은 기사에 설명되어 있지 않다. https://slicast.com/article/q5jcii Slicast en 2026-11-03T18:00:00.000Z OilPrice.com reports that Brazil's data-center push hinges on gas rules, grid access and a new Congress. https://slicast.com/zh/article/q5jcii Slicast zh-cn 2026-11-03T18:00:00.000Z OilPrice.com报道称，巴西数据中心的推进取决于天然气规则、电网接入以及新一届国会。 https://slicast.com/ko/article/q5jcii Slicast ko 2026-11-03T18:00:00.000Z 브라질의 데이터센터 확대는 가스 규제, 전력망 접근성, 그리고 새로운 의회 구성에 달려 있다고 OilPrice.com이 보도했다. https://slicast.com/article/qo62d5 Slicast en 2026-11-03T17:50:51.000Z Morgan Stanley sees US data center costs climbing to $49B per gigawatt. https://slicast.com/zh/article/qo62d5 Slicast zh-cn 2026-11-03T17:50:51.000Z 摩根士丹利预计，美国数据中心的建设成本将升至每吉瓦490亿美元。 https://slicast.com/ko/article/qo62d5 Slicast ko 2026-11-03T17:50:51.000Z Morgan Stanley는 미국 데이터센터 비용이 기가와트당 490억 달러까지 상승할 것으로 내다봤다. https://slicast.com/article/kv51x2 Slicast en 2026-11-03T17:38:12.000Z OpenAI has introduced the Grid Protectors Program, though the available text does not describe its terms. https://slicast.com/zh/article/kv51x2 Slicast zh-cn 2026-11-03T17:38:12.000Z OpenAI推出了Grid Protectors Program，现有文本未说明其具体条款。 https://slicast.com/ko/article/kv51x2 Slicast ko 2026-11-03T17:38:12.000Z OpenAI가 Grid Protectors Program을 도입했지만, 제공된 텍스트에는 그 조건이 설명되어 있지 않습니다. https://slicast.com/article/14jn5vn Slicast en 2026-11-03T17:28:17.000Z California Resources and Bloom Energy eye 1GW of fuel cells across California to power data centers and other offtakers, and intend to couple the systems with carbon capture and storage. https://slicast.com/zh/article/14jn5vn Slicast zh-cn 2026-11-03T17:28:17.000Z California Resources与Bloom Energy计划在加州部署1吉瓦燃料电池，为数据中心及其他用电方供电，并拟将系统与碳捕集与封存相结合。 https://slicast.com/ko/article/14jn5vn Slicast ko 2026-11-03T17:28:17.000Z California Resources와 Bloom Energy는 데이터센터 및 기타 전력 수요처에 전력을 공급하기 위해 캘리포니아 전역에 1GW 규모의 연료전지를 구축하는 것을 목표로 하고 있으며, 이 시스템을 탄소 포집·저장(CCS)과 연계할 계획이다. https://slicast.com/article/cwz302 Slicast en 2026-11-03T17:26:06.000Z Data Center Knowledge says Trump's onsite power push highlights that most AI data centers will likely need hybrid energy strategies rather than fully off-grid designs. https://slicast.com/zh/article/cwz302 Slicast zh-cn 2026-11-03T17:26:06.000Z Data Center Knowledge指出，特朗普推动的现场供电政策表明，大多数人工智能数据中心可能需要混合能源策略，而非完全脱离电网的设计。 https://slicast.com/ko/article/cwz302 Slicast ko 2026-11-03T17:26:06.000Z Data Center Knowledge에 따르면, 트럼프 행정부의 현장 전력 확보 추진은 대부분의 AI 데이터센터가 완전한 오프그리드 설계보다는 하이브리드 에너지 전략을 채택해야 할 가능성이 높다는 점을 부각하고 있다. https://slicast.com/article/lpzdj1 Slicast en 2026-11-03T17:25:59.000Z Samsung SDS has broken ground on its Gumi AI Data Center in South Korea, which will eventually offer 120MW. https://slicast.com/zh/article/lpzdj1 Slicast zh-cn 2026-11-03T17:25:59.000Z 三星SDS已在韩国Gumi动工建设Gumi AI Data Center，该设施最终将提供120兆瓦容量。 https://slicast.com/ko/article/lpzdj1 Slicast ko 2026-11-03T17:25:59.000Z Samsung SDS가 한국 구미에서 AI 데이터센터 착공에 들어갔으며, 완공 시 120MW 규모의 용량을 제공할 예정이다. https://slicast.com/article/174n1n8 Slicast en 2026-11-03T17:16:00.000Z Fireworks is expanding its European capacity with NVIDIA Vera Rubin and Grace Blackwell Platforms. https://slicast.com/zh/article/174n1n8 Slicast zh-cn 2026-11-03T17:16:00.000Z Fireworks 正在扩充其欧洲算力容量，将部署英伟达的 Vera Rubin 与 Grace Blackwell 平台。 https://slicast.com/ko/article/174n1n8 Slicast ko 2026-11-03T17:16:00.000Z Fireworks, NVIDIA Vera Rubin 및 Grace Blackwell 플랫폼을 활용해 유럽 내 생성형 AI 처리 역량을 확대하고 있다. https://slicast.com/article/1y3m4j3 Slicast en 2026-11-03T17:09:40.000Z According to Sharecast.com, a strategic partnership has been struck for a GW-scale data centre. https://slicast.com/zh/article/1y3m4j3 Slicast zh-cn 2026-11-03T17:09:40.000Z 据 Sharecast.com 报道，一项针对吉瓦级数据中心的战略合作伙伴关系已经达成。 https://slicast.com/ko/article/1y3m4j3 Slicast ko 2026-11-03T17:09:40.000Z Sharecast.com에 따르면, GW 규모 데이터센터를 위한 전략적 파트너십이 체결되었다. https://slicast.com/article/1jzkh92 Slicast en 2026-11-03T17:00:39.000Z ECL CSC1, a 35MW AI data center in Northern California, is fully leased as inference-scale colocation demand outpaces grid-connected development. https://slicast.com/zh/article/1jzkh92 Slicast zh-cn 2026-11-03T17:00:39.000Z 位于北加利福尼亚州的 ECL CSC1 是一座 35兆瓦的人工智能数据中心，已全部租出，推理规模的主机托管需求超过了并网开发的速度。 https://slicast.com/ko/article/1jzkh92 Slicast ko 2026-11-03T17:00:39.000Z ECL CSC1은 북부 캘리포니아에 위치한 35MW 규모의 AI 데이터센터로, 추론 규모 colocation 수요가 계통 연계 개발 속도를 앞지르면서 전량 임대된 상태다. https://slicast.com/article/n0u6l Slicast en 2026-11-03T17:00:00.000Z Former FERC Chairman Mark Christie argues the Senate permitting bill holds promise but needs targeted amendments to limit the consequences of its overreaching provisions. https://slicast.com/zh/article/n0u6l Slicast zh-cn 2026-11-03T17:00:00.000Z 前 FERC 主席 Mark Christie 认为，参议院审批改革法案有其价值，但需要进行针对性修订，以减轻其过度扩张条款的负面影响。 https://slicast.com/ko/article/n0u6l Slicast ko 2026-11-03T17:00:00.000Z 전 FERC 위원장 마크 크리스티는 상원의 허가 법안이 가능성을 지니고 있으나, 과도하게 광범위한 조항의 파급력을 제한하려면 표적화된 수정이 필요하다고 주장했다. https://slicast.com/article/1iz5y0y Slicast en 2026-11-03T16:49:41.000Z OpenAI has rebranded its data centers as 'Compute Campuses'. https://slicast.com/zh/article/1iz5y0y Slicast zh-cn 2026-11-03T16:49:41.000Z OpenAI 已将其数据中心更名为“Compute Campuses”。 https://slicast.com/ko/article/1iz5y0y Slicast ko 2026-11-03T16:49:41.000Z OpenAI는 데이터센터의 명칭을 'Compute Campuses'로 변경했다.