https://slicast.com/article/1dierq0 Slicast en 2026-10-15T21:11:00.000Z Nvidia's NVHBM Moves Memory Control Into the HBM Base Die https://slicast.com/zh/article/1dierq0 Slicast zh-cn 2026-10-15T21:11:00.000Z NVIDIA NVHBM 技术公开:将内存控制器迁入 HBM 基座芯片,带宽提升30%、功耗降低15% https://slicast.com/article/1oii7hd Slicast en 2026-10-15T21:08:00.000Z Hyperscaler AI Capex 2026: Four Spenders and a $700 Billion-Plus Year https://slicast.com/zh/article/1oii7hd Slicast zh-cn 2026-10-15T21:08:00.000Z 超大规模厂商2026年 AI 资本开支汇总:五巨头合计 $7750-8000亿,Amazon 单家达 $2200亿 https://slicast.com/article/j94y10 Slicast en 2026-10-15T21:07:00.000Z $15 Billion Data Center Project in Texas 2026: 24,000-Acre AI Campus, 1 GW Power & Multiple Job Opportunities https://slicast.com/zh/article/j94y10 Slicast zh-cn 2026-10-15T21:07:00.000Z 德克萨斯州西部 $150亿/1GW AI 超级园区亮相:24,000英亩沙漠,穹顶建筑,闭环供水 https://slicast.com/article/1djcb04 Slicast en 2026-10-15T21:06:00.000Z CRWV, NBIS, IREN Stocks Extend Slide Overnight; Retail Eyes the Dip as CoreWeave CEO Says Market Acting 'Irrationally' https://slicast.com/zh/article/1djcb04 Slicast zh-cn 2026-10-15T21:06:00.000Z Wedbush Dan Ives 反驳 Gartner:AI 基础设施恐慌"过头了";ARK Invest 逆势买入 CRWV $1,470万 https://slicast.com/article/1dnloc5 Slicast en 2026-10-15T21:05:00.000Z Modal Closes $750M Series D Led by Accel at $15.75B Valuation, Crosses $1B ARR https://slicast.com/zh/article/1dnloc5 Slicast zh-cn 2026-10-15T21:05:00.000Z Modal 完成 $7.5亿 D 轮融资,估值 $157.5亿,ARR 突破 $10亿,年增长15倍 https://slicast.com/article/fbvhxy Slicast en 2026-10-15T21:04:00.000Z Nvidia-Backed Firmus Scraps $5B Australian IPO on Poor Demand https://slicast.com/zh/article/fbvhxy Slicast zh-cn 2026-10-15T21:04:00.000Z Nvidia 支持的澳大利亚新云公司 Firmus 紧急撤回 $50亿 IPO,转向私募融资最多 $30亿 https://slicast.com/article/1ma070y Slicast en 2026-10-15T21:03:00.000Z IREN Dips Further After SemiAnalysis Flags Issues With Legacy British Columbia Data Centers https://slicast.com/zh/article/1ma070y Slicast zh-cn 2026-10-15T21:03:00.000Z IREN 遭双重打击:SemiAnalysis "最差数据中心"报告在先,Gartner 余震叠加,周内累计回撤逾30% https://slicast.com/article/94et2h Slicast en 2026-10-15T21:02:00.000Z Traders Pile Into 'Bubble Puts' on CoreWeave as Neocloud Stocks Plunge https://slicast.com/zh/article/94et2h Slicast zh-cn 2026-10-15T21:02:00.000Z CoreWeave 单日跌15.5%、债券收益率飙至15.77%:信用市场正在对重资产 neocloud 定价"违约溢价" https://slicast.com/commentary/coreweave-2026-10-15 Slicast en 2026-10-15T20:47:03.250Z CoreWeave Credit Risk, October 2026: CDS Markets Price 60% Default Probability https://slicast.com/zh/commentary/coreweave-2026-10-15 Slicast zh-cn 2026-10-15T20:47:03.250Z CoreWeave信用风险，2026年10月：CDS定价隐含60%违约概率 https://slicast.com/commentary/terawulf-2026-10-15 Slicast en 2026-10-15T20:35:04.733Z TeraWulf AI Infrastructure Expansion, October 2026: 1 GW Muskie Campus and the Mining-to-Neocloud Pivot https://slicast.com/zh/commentary/terawulf-2026-10-15 Slicast zh-cn 2026-10-15T20:35:04.733Z TeraWulf AI基础设施扩张，2026年10月：Muskie园区1吉瓦协议与从挖矿到算力租赁的转型 https://slicast.com/commentary/sk-hynix-2026-10-15 Slicast en 2026-10-15T20:25:39.536Z SK Hynix Share Drop, October 2026: CXMT Competition, Solidigm IPO Speculation, and Inflation Fears Combine for 11.1% Decline https://slicast.com/zh/commentary/sk-hynix-2026-10-15 Slicast zh-cn 2026-10-15T20:25:39.536Z SK海力士股价2026年10月：长鑫存储竞争、Solidigm上市传闻与通胀冲击三重叠加，单日重挫11.1% https://slicast.com/commentary/samsung-2026-10-15 Slicast en 2026-10-15T20:14:47.159Z Samsung vs CXMT: Memory Technology Gap and the October 2026 Chip Sell-Off https://slicast.com/zh/commentary/samsung-2026-10-15 Slicast zh-cn 2026-10-15T20:14:47.159Z 三星与长鑫存储：存储技术差距与2026年10月芯片抛售 https://slicast.com/brief/2026-10-16 Slicast en 2026-10-15T20:06:53.871Z Latest AI Infrastructure News: October 16, 2026 https://slicast.com/zh/brief/2026-10-16 Slicast zh-cn 2026-10-15T20:06:53.871Z AI 基础设施新闻早报 · 2026年10月16日 https://slicast.com/ko/brief/2026-10-16 Slicast ko 2026-10-15T20:06:53.871Z 최신 AI 인프라 뉴스 · 2026년 10월 16일 https://slicast.com/article/i2r0r6 Slicast en 2026-10-15T19:38:54.000Z Actor Sam Heughan has criticized plans for what is billed as the world's biggest AI data centre in Scotland. https://slicast.com/zh/article/i2r0r6 Slicast zh-cn 2026-10-15T19:38:54.000Z 演员Sam Heughan公开批评了苏格兰一项号称全球最大AI数据中心的规划。 https://slicast.com/ko/article/i2r0r6 Slicast ko 2026-10-15T19:38:54.000Z Actor Sam Heughan has criticized plans for what is billed as the world's biggest AI data centre in Scotland. Wait—I need to correct myself: the translation should be in Korean, so here it is: 배우 샘 휴 https://slicast.com/article/jr7g9b Slicast en 2026-10-15T19:33:00.000Z Coverage says DRAM giants are getting rich while China's CXMT (ChangXin Memory) builds a threat to them. https://slicast.com/zh/article/jr7g9b Slicast zh-cn 2026-10-15T19:33:00.000Z 报道称DRAM巨头在赚钱的同时，中国的长鑫存储（CXMT, ChangXin Memory）正在构成威胁。 https://slicast.com/ko/article/jr7g9b Slicast ko 2026-10-15T19:33:00.000Z DRAM 대기업들이 호황을 누리는 가운데, 중국의 CXMT(ChangXin Memory)가 이들에게 위협이 되고 있다는 보도가 나왔다. https://slicast.com/article/1gekltn Slicast en 2026-10-15T19:18:16.000Z Nvidia has joined a European Commission initiative to expand AI resources for science, according to an HPCwire report dated October 15, 2026. https://slicast.com/zh/article/1gekltn Slicast zh-cn 2026-10-15T19:18:16.000Z 英伟达加入了欧盟委员会一项旨在扩大科学领域AI资源的计划（HPCwire 2026年10月15日报道）。 https://slicast.com/ko/article/1gekltn Slicast ko 2026-10-15T19:18:16.000Z Nvidia가 과학 분야의 AI 자원 확대를 위한 유럽연합집행위원회(European Commission) 이니셔티브에 합류했다고 2026년 10월 15일자 HPCwire 보도가 전했다. https://slicast.com/article/30llqm Slicast en 2026-10-15T19:00:42.000Z A second massive data centre has been proposed near Wagga, reportedly bringing hundreds of jobs. https://slicast.com/zh/article/30llqm Slicast zh-cn 2026-10-15T19:00:42.000Z Wagga附近新提议了第二座大型数据中心，据报道可提供数百个就业岗位。 https://slicast.com/article/4a4don Slicast en 2026-10-15T18:47:00.000Z Data Center Precision Air Conditioning Market to Reach USD 10.00 Billion by 2035 as Fan Walls and Retrofit Services Gain Ground - DC Market Insights https://slicast.com/zh/article/4a4don Slicast zh-cn 2026-10-15T18:47:00.000Z 数据中心精密空调市场到2035年将达100亿美元,风墙与改造服务持续增长 - DC Market Insights https://slicast.com/article/15wbud4 Slicast en 2026-10-15T18:46:30.000Z Congress is questioning Meta's $6.6B in research tax credits amid the AI buildout. https://slicast.com/zh/article/15wbud4 Slicast zh-cn 2026-10-15T18:46:30.000Z 在AI基础设施大规模建设之际，美国国会质疑Meta获得的66亿美元研发税收抵免。 https://slicast.com/ko/article/15wbud4 Slicast ko 2026-10-15T18:46:30.000Z 의회, AI 인프라 확충 와중에 Meta의 66억 달러 규모 연구개발 세액공제 적정성 문제 제기 https://slicast.com/article/1r21twr Slicast en 2026-10-15T18:32:00.000Z Goldman CEO and other executives are weighing election-related risks to data centers. https://slicast.com/zh/article/1r21twr Slicast zh-cn 2026-10-15T18:32:00.000Z 高盛首席执行官及其他高管正在评估与选举相关的数据中心风险。 https://slicast.com/article/6oo9ij Slicast en 2026-10-15T18:22:14.000Z An analysis asks how SpaceX's Terafab could reach TSMC-level scale, arguing the path runs through developing the process, proving the production line and then replicating it. https://slicast.com/zh/article/6oo9ij Slicast zh-cn 2026-10-15T18:22:14.000Z 一篇分析文章探讨SpaceX的Terafab如何达到台积电级别的规模，其路径是先开发工艺、再验证产线，最后复制产能。 https://slicast.com/article/1rw8g7y Slicast en 2026-10-15T18:13:57.000Z ByteDance is reportedly in advanced talks to buy custom AI chips. https://slicast.com/zh/article/1rw8g7y Slicast zh-cn 2026-10-15T18:13:57.000Z 据报道，字节跳动正与供应商进行深入洽谈，计划采购定制AI芯片。 https://slicast.com/ko/article/1rw8g7y Slicast ko 2026-10-15T18:13:57.000Z ByteDance가 맞춤형 AI 칩 구매를 위한 막바지 협상에 들어간 것으로 전해졌다. https://slicast.com/article/1fuqhl5 Slicast en 2026-10-15T18:00:00.000Z XCENA showcased CXL memory innovations for AI inference at the OCP Global Summit 2026. https://slicast.com/zh/article/1fuqhl5 Slicast zh-cn 2026-10-15T18:00:00.000Z XCENA在2026年OCP全球峰会上展示了面向AI推理的CXL内存创新。 https://slicast.com/article/1a5v2t1 Slicast en 2026-10-15T17:51:33.000Z Super Micro has named former Western Digital executive Mark Long as its new CFO. https://slicast.com/zh/article/1a5v2t1 Slicast zh-cn 2026-10-15T17:51:33.000Z 超微电脑任命前西部数据高管Mark Long为新任首席财务官。 https://slicast.com/article/d4wlzv Slicast en 2026-10-15T17:47:57.000Z Reuters examines CoreWeave's AI contracts and the lenders financing its build-out. https://slicast.com/zh/article/d4wlzv Slicast zh-cn 2026-10-15T17:47:57.000Z 路透社分析了CoreWeave的AI合同以及为其扩建提供融资的贷方。 https://slicast.com/ko/article/d4wlzv Slicast ko 2026-10-15T17:47:57.000Z Reuters가 CoreWeave의 AI 계약과 해당 기업의 데이터센터 구축을 자금 지원하는 대출 기관들을 살펴본다. https://slicast.com/article/1cfnjug Slicast en 2026-10-15T17:43:16.000Z Reuters reports that ASML's 'sold out' outlook is pushing investors to look beyond demand. https://slicast.com/zh/article/1cfnjug Slicast zh-cn 2026-10-15T17:43:16.000Z 路透社报道，阿斯麦（ASML）的展望称其产能'售罄'，促使投资者将关注点从需求转向其他因素。 https://slicast.com/ko/article/1cfnjug Slicast ko 2026-10-15T17:43:16.000Z ASML의 '완판' 전망으로 투자자들이 수요 너머를 바라보게 되었다고 로이터가 보도했다. https://slicast.com/article/1o1778q Slicast en 2026-10-15T17:40:09.000Z SK hynix is reportedly tying a planned new Solidigm 3D NAND fab in the US to approval of chipmaking equipment exports to its Dalian, China fab, and is pressing the Trump administration. https://slicast.com/zh/article/1o1778q Slicast zh-cn 2026-10-15T17:40:09.000Z 据报道，SK海力士将计划在美国新建的Solidigm 3D NAND晶圆厂与其位于中国大连的工厂的设备出口审批挂钩，并向特朗普政府施压。 https://slicast.com/ko/article/1o1778q Slicast ko 2026-10-15T17:40:09.000Z SK하이닉스는 미국에 계획 중인 신규 Solidigm 3D NAND 팹을 중국 다롄 공장으로의 반도체 장비 수출 승인과 연계하고 있으며, 이를 위해 트럼프 행정부에 압박을 가하고 있는 것으로 전해졌다. https://slicast.com/article/rw2xsj Slicast en 2026-10-15T17:33:50.000Z The US Department of Energy declared a grid emergency as a heat wave hit 13 states. https://slicast.com/zh/article/rw2xsj Slicast zh-cn 2026-10-15T17:33:50.000Z 美国能源部在热浪席卷13个州期间宣布电网紧急状态。 https://slicast.com/ko/article/rw2xsj Slicast ko 2026-10-15T17:33:50.000Z 미국 에너지부는 폭염이 13개 주를 강타하면서 전력망 비상사태를 선포했다. https://slicast.com/article/7szy2y Slicast en 2026-10-15T17:18:22.000Z OpenAI has named Indian American executive Uday Ruddarraju to lead its infrastructure and computing operations. https://slicast.com/zh/article/7szy2y Slicast zh-cn 2026-10-15T17:18:22.000Z OpenAI任命印度裔美国人Uday Ruddarraju领导其基础设施与计算运营。 https://slicast.com/ko/article/7szy2y Slicast ko 2026-10-15T17:18:22.000Z OpenAI가 인도계 미국인 경영진 우데이 루다라주(Uday Ruddarraju)를 인프라 및 컴퓨팅 운영 총괄로 임명했다. https://slicast.com/article/w8z1hj Slicast en 2026-10-15T17:05:01.000Z Norrsken and NVIDIA will launch a Stockholm AI Lab as part of a €300 million AI initiative. https://slicast.com/zh/article/w8z1hj Slicast zh-cn 2026-10-15T17:05:01.000Z Norrsken与英伟达将在斯德哥尔摩启动一座人工智能实验室，作为一项3亿欧元人工智能计划的组成部分。 https://slicast.com/article/74crua Slicast en 2026-10-15T17:03:14.000Z Fed official Goolsbee warns that the AI spending boom is now pushing broad inflation. https://slicast.com/zh/article/74crua Slicast zh-cn 2026-10-15T17:03:14.000Z 美联储官员Goolsbee警告，人工智能投资热潮如今正在推高整体通胀。 https://slicast.com/article/ooexuk Slicast en 2026-10-15T17:00:23.000Z Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark https://slicast.com/zh/article/ooexuk Slicast zh-cn 2026-10-15T17:00:23.000Z 共迎开端:庆祝NVIDIA RTX Spark发布 https://slicast.com/article/9pikkb Slicast en 2026-10-15T16:52:16.000Z CoreWeave credit default swaps have hit distress levels as investors sour on AI debt, CNBC reports. https://slicast.com/zh/article/9pikkb Slicast zh-cn 2026-10-15T16:52:16.000Z 投资者对人工智能债务态度转冷，CoreWeave的信用违约互换已达到困境水平，据CNBC报道。 https://slicast.com/ko/article/9pikkb Slicast ko 2026-10-15T16:52:16.000Z CoreWeave의 신용부도스왑(CDS) 가격이 AI 부채에 대한 투자자 우려가 커지면서 부실 수준에 도달했다고 CNBC가 보도했다. https://slicast.com/article/tlcfnf Slicast en 2026-10-15T16:50:51.000Z SK Hynix shares fell 11% amid an inflation shock, Solidigm IPO talk and the CXMT competitive threat. https://slicast.com/zh/article/tlcfnf Slicast zh-cn 2026-10-15T16:50:51.000Z SK海力士股价下跌11%，原因包括通胀冲击、Solidigm的首次公开募股传闻以及CXMT带来的竞争威胁。 https://slicast.com/ko/article/tlcfnf Slicast ko 2026-10-15T16:50:51.000Z SK하이닉스 주가가 인플레이션 충격, Solidigm 기업공개(IPO) 가능성, CXMT의 경쟁 위협이 겹치면서 11% 하락했다. https://slicast.com/article/z8kph8 Slicast en 2026-10-15T16:45:37.000Z SK Hynix is bargaining for permission to export chip equipment to its China facility, in exchange for building a factory in the US. https://slicast.com/zh/article/z8kph8 Slicast zh-cn 2026-10-15T16:45:37.000Z SK海力士正在争取向其中国工厂出口芯片设备的许可，条件是在美国建设一座工厂。 https://slicast.com/ko/article/z8kph8 Slicast ko 2026-10-15T16:45:37.000Z SK하이닉스는 중국 공장으로의 반도체 장비 수출 허가를 얻기 위해, 미국 내 공장 건설을 조건으로 협상하고 있다. https://slicast.com/article/u5vdz4 Slicast en 2026-10-15T16:45:00.000Z Smartphone shipments are plummeting as the memory crisis driven by AI component demand pushes up prices, with analysts seeing little relief before 2028. https://slicast.com/zh/article/u5vdz4 Slicast zh-cn 2026-10-15T16:45:00.000Z 人工智能对元器件的需求引发存储危机并推高价格，智能手机出货量大幅下滑，分析师预计2028年前难有缓解。 https://slicast.com/article/1imrmhs Slicast en 2026-10-15T16:44:44.000Z OpenAI's compute infrastructure chief is set to depart, according to the Wall Street Journal. https://slicast.com/zh/article/1imrmhs Slicast zh-cn 2026-10-15T16:44:44.000Z 据《华尔街日报》报道，OpenAI算力基础设施负责人即将离职。 https://slicast.com/ko/article/1imrmhs Slicast ko 2026-10-15T16:44:44.000Z OpenAI의 컴퓨팅 인프라 책임자가 퇴사할 예정이라고 월스트리트저널이 보도했다. https://slicast.com/article/s2dtnf Slicast en 2026-10-15T16:20:29.000Z DigiCo has signed a 71MW lease for a Sydney data center with an unnamed technology firm, including the reallocation of 20MW of existing contracted capacity. https://slicast.com/zh/article/s2dtnf Slicast zh-cn 2026-10-15T16:20:29.000Z DigiCo与一家未具名的科技公司签署了悉尼数据中心71MW租约，其中包括对现有已签约容量20MW的重新分配。 https://slicast.com/ko/article/s2dtnf Slicast ko 2026-10-15T16:20:29.000Z DigiCo가 시드니 데이터센터에 대해 익명의 기술 기업과 71MW 규모의 임대 계약을 체결했으며, 여기에는 기존 계약 용량 20MW의 재배분이 포함된다. https://slicast.com/article/dqqy9i Slicast en 2026-10-15T16:17:14.000Z NTT has deployed an Nvidia GPU test cluster at its Munich 2 data center, letting customers test AI applications on Nvidia Blackwell hardware. https://slicast.com/zh/article/dqqy9i Slicast zh-cn 2026-10-15T16:17:14.000Z NTT已在其Munich 2数据中心部署英伟达图形处理器测试集群，允许客户在英伟达Blackwell硬件上测试人工智能应用。 https://slicast.com/ko/article/dqqy9i Slicast ko 2026-10-15T16:17:14.000Z NTT는 뮌헨 2 데이터센터에 Nvidia GPU 테스트 클러스터를 구축해, 고객이 Nvidia Blackwell 하드웨어에서 AI 애플리케이션을 시험해 볼 수 있도록 했다. https://slicast.com/article/ou3bj5 Slicast en 2026-10-15T16:11:09.000Z Data center infrastructure spending reached $14 billion in 2Q 2026, according to the Electrical Distributor. https://slicast.com/zh/article/ou3bj5 Slicast zh-cn 2026-10-15T16:11:09.000Z 据Electrical Distributor杂志报道，2026年第二季度数据中心基础设施市场规模达到140亿美元。 https://slicast.com/article/11bmbkv Slicast en 2026-10-15T16:00:00.000Z TSMC is considering adding facilities in Texas. https://slicast.com/zh/article/11bmbkv Slicast zh-cn 2026-10-15T16:00:00.000Z 台积电正考虑在德克萨斯州增设厂区。 https://slicast.com/ko/article/11bmbkv Slicast ko 2026-10-15T16:00:00.000Z TSMC가 텍사스에 시설을 추가하는 방안을 검토 중이다. https://slicast.com/article/a9z0h6 Slicast en 2026-10-15T16:00:00.000Z An Amazon Web Services energy executive writes that utilities using AI for grid planning are delivering faster approvals, fewer outages and lower costs. https://slicast.com/zh/article/a9z0h6 Slicast zh-cn 2026-10-15T16:00:00.000Z 亚马逊云科技（AWS）一位能源负责人撰文称，率先在电网规划中运用人工智能的公用事业公司正实现更快的审批、更少的停电和更低的成本。 https://slicast.com/article/1do381l Slicast en 2026-10-15T15:55:39.000Z The capacity outlook for ASML has tightened as demand for chip manufacturing tools outpaces supply. https://slicast.com/zh/article/1do381l Slicast zh-cn 2026-10-15T15:55:39.000Z 阿斯麦的产能前景趋紧，芯片制造设备需求超出供给。 https://slicast.com/ko/article/1do381l Slicast ko 2026-10-15T15:55:39.000Z ASML의 생산능력 전망은 칩 제조 장비에 대한 수요가 공급을 앞지르면서 더욱 빠듯해졌다. https://slicast.com/article/obxwl5 Slicast en 2026-10-15T15:40:43.000Z AI Data Center Energy Storage Report Released, Outlines How https://slicast.com/zh/article/obxwl5 Slicast zh-cn 2026-10-15T15:40:43.000Z AI数据中心储能报告发布,阐述具体方案 https://slicast.com/article/1c7v38w Slicast en 2026-10-15T15:37:41.000Z Micro Center has reclassified Nvidia GeForce RTX 5090 graphics cards as 'Not Carried' with almost all units out of stock, amid rumors of a production halt. https://slicast.com/zh/article/1c7v38w Slicast zh-cn 2026-10-15T15:37:41.000Z Micro Center已将英伟达GeForce RTX 5090显卡归类为'Not Carried'，门店几乎全部缺货，同时外界流传该产品可能停产的传闻。 https://slicast.com/article/x2jor0 Slicast en 2026-10-15T15:30:36.000Z Scaleway has launched two availability zones for its Italy cloud region, bringing the total to three AZs. https://slicast.com/zh/article/x2jor0 Slicast zh-cn 2026-10-15T15:30:36.000Z Scaleway在其意大利云地域新推出两个可用区，使该地域可用区总数达到三个。 https://slicast.com/article/6h6uy1 Slicast en 2026-10-15T15:26:34.000Z Citi says ASML's results show the AI chip demand outlook extending to 2030. https://slicast.com/zh/article/6h6uy1 Slicast zh-cn 2026-10-15T15:26:34.000Z 花旗表示，阿斯麦的业绩显示人工智能芯片需求前景可延续至2030年。 https://slicast.com/ko/article/6h6uy1 Slicast ko 2026-10-15T15:26:34.000Z Citi는 ASML의 실적이 AI 칩 수요 전망이 2030년까지 이어질 것임을 보여준다고 밝혔다. https://slicast.com/article/miodkp Slicast en 2026-10-15T15:19:16.000Z Digital Realty has topped out its second data center in Seoul, South Korea, a facility first announced in 2021. https://slicast.com/zh/article/miodkp Slicast zh-cn 2026-10-15T15:19:16.000Z Digital Realty位于韩国首尔的第二座数据中心已完成主体结构封顶，该项目于2021年首次公布。 https://slicast.com/ko/article/miodkp Slicast ko 2026-10-15T15:19:16.000Z Digital Realty는 2021년에 발표된 서울 소재 두 번째 데이터센터의 상량(골조 공사 완료)을 마쳤다. https://slicast.com/article/1ydov5r Slicast en 2026-10-15T15:19:11.000Z TSMC CEO hints the company could back up customers if Intel's advanced packaging ramp-up falls short. https://slicast.com/zh/article/1ydov5r Slicast zh-cn 2026-10-15T15:19:11.000Z 台积电首席执行官暗示，若英特尔先进封装产能爬坡不及预期，台积电可为客户提供备份。 https://slicast.com/ko/article/1ydov5r Slicast ko 2026-10-15T15:19:11.000Z TSMC CEO, Intel의 첨단 패키징 증설이 기대에 미치지 못할 경우 고객사를 지원할 수 있다는 뜻을 시사. https://slicast.com/article/1cr6j7b Slicast en 2026-10-15T15:16:50.000Z BlackRock CEO warns that a pause in US data center construction could lead to a recession, as a slowed buildout could turn massive investment into a massive crash. https://slicast.com/zh/article/1cr6j7b Slicast zh-cn 2026-10-15T15:16:50.000Z 贝莱德首席执行官警告，美国数据中心建设暂停可能引发经济衰退，放缓的建设可能使巨额投资演变为严重崩盘。 https://slicast.com/ko/article/1cr6j7b Slicast ko 2026-10-15T15:16:50.000Z BlackRock CEO, 미국 데이터센터 건설 중단이 경기침체로 이어질 수 있다고 경고… 건설 둔화가 대규모 투자를 대규모 붕괴로 바꿀 수 있다고 지적 https://slicast.com/article/8nnven Slicast en 2026-10-15T15:15:26.000Z Colt DCS and RMZ have begun work on a third facility at their Mumbai campus in India, a 64MW build secured by a lease with a hyperscaler. https://slicast.com/zh/article/8nnven Slicast zh-cn 2026-10-15T15:15:26.000Z Colt DCS与RMZ已开始在印度孟买园区建设第三座设施，这座64兆瓦的建筑已通过与一家超大规模云服务商签署的租约获得落实。 https://slicast.com/ko/article/8nnven Slicast ko 2026-10-15T15:15:26.000Z Colt DCS와 RMZ는 인도 뭄바이 캠퍼스에서 세 번째 시설 공사를 시작했다. 이 64MW 규모 프로젝트는 하이퍼스케일러와의 임대 계약을 통해 확보됐다. https://slicast.com/article/1mudfb5 Slicast en 2026-10-15T15:14:06.000Z TechRepublic compares Microsoft's Maia 300 and Nvidia Rubin on specifications rather than benchmarks. https://slicast.com/zh/article/1mudfb5 Slicast zh-cn 2026-10-15T15:14:06.000Z TechRepublic从规格而非基准测试的角度，比较了微软的Maia 300与Nvidia Rubin。 https://slicast.com/article/1fptqal Slicast en 2026-10-15T15:10:50.000Z Cornell Chronicle reports on research showing that trading power reductions could reduce data center strain on the energy grid. https://slicast.com/zh/article/1fptqal Slicast zh-cn 2026-10-15T15:10:50.000Z Cornell Chronicle报道称，一项研究显示，以交易方式削减用电功率可以减轻数据中心对能源电网的压力。 https://slicast.com/ko/article/1fptqal Slicast ko 2026-10-15T15:10:50.000Z Cornell Chronicle은 전력 거래량을 줄이면 데이터센터가 에너지 그리드에 미치는 부담을 완화할 수 있다는 연구 결과를 보도했다. https://slicast.com/article/1gedqxs Slicast en 2026-10-15T15:09:41.000Z New Zealand Data Center Networking Market Size and Share - https://slicast.com/zh/article/1gedqxs Slicast zh-cn 2026-10-15T15:09:41.000Z 新西兰数据中心网络市场规模与份额 - https://slicast.com/article/17x3zg6 Slicast en 2026-10-15T15:06:28.000Z ORCA Computing has launched the PT-3, the newest generation of its photonic quantum computers, positioned for AI and optimization workloads. https://slicast.com/zh/article/17x3zg6 Slicast zh-cn 2026-10-15T15:06:28.000Z ORCA Computing推出了PT-3，这是其光子量子计算机的最新一代产品，定位于人工智能与优化类工作负载。 https://slicast.com/article/pvptze Slicast en 2026-10-15T15:05:03.000Z Gartner analysis warns that more than $3.5 trillion in AI infrastructure spending is at risk by 2030. https://slicast.com/zh/article/pvptze Slicast zh-cn 2026-10-15T15:05:03.000Z 高德纳分析警告，到2030年，超过3.5万亿美元的人工智能基础设施支出面临风险。 https://slicast.com/ko/article/pvptze Slicast ko 2026-10-15T15:05:03.000Z Gartner 분석에 따르면 2030년까지 3조 5천억 달러 이상의 AI 인프라 투자가 위험에 처할 수 있다고 경고했다. https://slicast.com/article/62otny Slicast en 2026-10-15T15:02:00.000Z Meta has been named as the company behind a 3,000-acre data center project in Mason County, Kentucky, which will receive a 40-year tax break on property taxes. https://slicast.com/zh/article/62otny Slicast zh-cn 2026-10-15T15:02:00.000Z Meta已被确认为肯塔基州Mason County一个占地3000英亩数据中心项目的幕后公司，该项目将获得为期40年的房产税减免。 https://slicast.com/ko/article/62otny Slicast ko 2026-10-15T15:02:00.000Z Meta가 켄터키주 메이슨 카운티에 조성되는 3,000에이커 규모 데이터센터 프로젝트의 사업자로 지목됐으며, 해당 프로젝트는 40년간 재산세 감면 혜택을 받게 된다. https://slicast.com/article/16br2wc Slicast en 2026-10-15T15:01:23.000Z Two workers were killed and a third injured in an explosion at Intel's Kiryat Gat fab in Israel, and the company says it is cooperating with authorities on the investigation. https://slicast.com/zh/article/16br2wc Slicast zh-cn 2026-10-15T15:01:23.000Z 英特尔位于以色列Kiryat Gat的晶圆厂发生爆炸，两名工人死亡，一名工人受伤；公司表示正与当局配合调查。 https://slicast.com/ko/article/16br2wc Slicast ko 2026-10-15T15:01:23.000Z 두 명의 근로자가 사망하고 한 명이 부상을 입었다. 이스라엘 키르얏 갓에 위치한 인텔 팹에서 발생한 폭발 사고로, 회사 측은 조사와 관련해 당국에 협조하고 있다고 밝혔다. https://slicast.com/article/vu43ql Slicast en 2026-10-15T15:00:24.000Z Open From Data Center to Desktop: NVIDIA Expands Nemotron Family With Highest Efficiency Super VL and Bolt Models https://slicast.com/zh/article/vu43ql Slicast zh-cn 2026-10-15T15:00:24.000Z 从数据中心到桌面:NVIDIA扩展Nemotron系列,推出最高效率的Super VL和Bolt模型 https://slicast.com/article/3yx4w7 Slicast en 2026-10-15T15:00:01.000Z JLL says strong AI demand is not enough to protect data center developer margins for projects that lack power certainty, anchor tenants or credible delivery timelines as construction costs rise. https://slicast.com/zh/article/3yx4w7 Slicast zh-cn 2026-10-15T15:00:01.000Z JLL表示，即便人工智能需求强劲，对于缺乏电力确定性、主力租户或可信交付时间表的项目而言，利润率仍难以保障，同时建设成本正在上升。 https://slicast.com/ko/article/3yx4w7 Slicast ko 2026-10-15T15:00:01.000Z JLL은 건설비용이 상승하는 가운데, 전력 확보가 불확실하거나 앵커 테넌트 또는 신뢰할 만한 공사 일정이 없는 프로젝트의 경우 강력한 AI 수요만으로는 데이터센터 개발사의 마진을 지키기에 충분하지 않다고 밝혔다. https://slicast.com/article/kl99c9 Slicast en 2026-10-15T14:58:23.000Z A Stock Titan analysis sets out how much CoreWeave and Nebius owe and when those debts come due. https://slicast.com/zh/article/kl99c9 Slicast zh-cn 2026-10-15T14:58:23.000Z Stock Titan的一篇分析梳理了CoreWeave和Nebius的负债规模，以及这些债务的到期时间。 https://slicast.com/ko/article/kl99c9 Slicast ko 2026-10-15T14:58:23.000Z Stock Titan 분석은 CoreWeave와 Nebius가 얼마의 부채를 지고 있으며 그 상환 시기가 언제인지를 정리했다. https://slicast.com/article/14oz7db Slicast en 2026-10-15T14:47:22.000Z AEP has agreed to buy up to 1.6 GW of Mainspring linear generators, and separately expects to spend about $4 billion on a 702-MW Bloom Energy fuel cell project in Wyoming that is under contract to Goo https://slicast.com/zh/article/14oz7db Slicast zh-cn 2026-10-15T14:47:22.000Z AEP已达成协议，将购买至多1.6吉瓦的Mainspring线性发电机；此外，AEP预计将投入约40亿美元建设一个702兆瓦的Bloom Energy燃料电池项目，该项目位于怀俄明州，已与谷歌签约。 https://slicast.com/ko/article/14oz7db Slicast ko 2026-10-15T14:47:22.000Z AEP는 Mainspring 리니어 발전기를 최대 1.6GW까지 구매하는 데 합의했으며, 별도로 Google과 계약된 와이오밍주 702MW 규모의 Bloom Energy 연료전지 프로젝트에 약 40억 달러를 투입할 것으로 예상하고 있다. https://slicast.com/article/1c0712g Slicast en 2026-10-15T14:43:00.000Z A massive Google data center has been approved in Wayne County despite opposition from residents. https://slicast.com/zh/article/1c0712g Slicast zh-cn 2026-10-15T14:43:00.000Z 尽管当地居民反对，谷歌位于Wayne County的一座大型数据中心已获批准。 https://slicast.com/ko/article/1c0712g Slicast ko 2026-10-15T14:43:00.000Z Wayne County에 대규모 Google 데이터센터 건설이 주민들의 반대에도 불구하고 승인됐다. https://slicast.com/article/1prk2f5 Slicast en 2026-10-15T14:39:20.000Z Greece is drafting legislation that would require data centers to source 60% of their power from renewables, and it also proposes creating a data center registry. https://slicast.com/zh/article/1prk2f5 Slicast zh-cn 2026-10-15T14:39:20.000Z 希腊正在起草立法草案，拟要求数据中心60%的电力来自可再生能源，并提议设立数据中心登记册。 https://slicast.com/ko/article/1prk2f5 Slicast ko 2026-10-15T14:39:20.000Z 그리스는 데이터센터가 전력의 60%를 재생에너지로 조달하도록 의무화하는 법안을 준비 중이며, 데이터센터 등록제 도입도 함께 제안하고 있다. https://slicast.com/article/druwjm Slicast en 2026-10-15T14:33:55.000Z TSMC (NYSE: TSM) reported a record profit, and Benzinga argues AI has 'broken' the old chip cycle; the piece also tags Applied Materials. https://slicast.com/zh/article/druwjm Slicast zh-cn 2026-10-15T14:33:55.000Z 据Benzinga报道，台积电（NYSE: TSM）录得创纪录利润，文章认为人工智能已‘打破’旧有芯片周期；报道同时关联应用材料。 https://slicast.com/ko/article/druwjm Slicast ko 2026-10-15T14:33:55.000Z TSMC(NYSE: TSM)가 사상 최대 실적을 발표했으며, Benzinga는 AI가 기존 반도체 사이클을 '무너뜨렸다'고 주장했다. 이 기사에는 Applied Materials도 태그되어 있다. https://slicast.com/article/fuu26c Slicast en 2026-10-15T14:10:36.000Z Chip stocks fell more than 7%, with SanDisk, Intel, Micron and AMD trading lower on investor concerns about oversupply, according to NDTV Profit. https://slicast.com/zh/article/fuu26c Slicast zh-cn 2026-10-15T14:10:36.000Z 据NDTV Profit报道，芯片股下跌逾7%，闪迪、英特尔、美光和AMD领跌，投资者担忧供应过剩。 https://slicast.com/ko/article/fuu26c Slicast ko 2026-10-15T14:10:36.000Z 반도체 관련주가 7% 이상 하락했으며, 투자자들의 공급 과잉 우려 속에 SanDisk, Intel, Micron, AMD 주가가 약세를 보였다고 NDTV Profit이 보도했다. https://slicast.com/article/1nx92ly Slicast en 2026-10-15T14:09:15.000Z Chaikin Analytics argues that local grid constraints could take data centers offline. https://slicast.com/zh/article/1nx92ly Slicast zh-cn 2026-10-15T14:09:15.000Z Chaikin Analytics认为，本地电网约束可能导致数据中心离线。 https://slicast.com/article/1kx9vdq Slicast en 2026-10-15T14:02:41.000Z Reuters reports that US chip stocks are set to wipe out $2 trillion in market value after the latest selloff. https://slicast.com/zh/article/1kx9vdq Slicast zh-cn 2026-10-15T14:02:41.000Z 路透社报道，美国芯片股在最新一轮抛售后市值或将蒸发2万亿美元。 https://slicast.com/ko/article/1kx9vdq Slicast ko 2026-10-15T14:02:41.000Z Reuters는 최근 매도세 이후 미국 반도체 주식이 시가총액 2조 달러를 날려버릴 전망이라고 보도했다. https://slicast.com/article/zny8l8 Slicast en 2026-10-15T14:01:51.000Z Bloomberg reports that CoreWeave's credit risk has hit a record, with pricing implying a 60% probability of default. https://slicast.com/zh/article/zny8l8 Slicast zh-cn 2026-10-15T14:01:51.000Z 彭博社报道，CoreWeave的信用风险创下历史新高，定价隐含的违约概率达到60%。 https://slicast.com/ko/article/zny8l8 Slicast ko 2026-10-15T14:01:51.000Z Bloomberg는 CoreWeave의 신용 위험이 사상 최고치를 기록했으며, 가격에 내재된 부도 확률이 60%에 달한다고 보도했다. https://slicast.com/article/tngu83 Slicast en 2026-10-15T14:00:39.000Z Nvidia CEO Jensen Huang urged the US and China to collaborate on AI safety, according to Crypto Briefing. https://slicast.com/zh/article/tngu83 Slicast zh-cn 2026-10-15T14:00:39.000Z 据Crypto Briefing报道，英伟达首席执行官Jensen Huang敦促美中两国在人工智能安全领域开展合作。 https://slicast.com/article/1w01elz Slicast en 2026-10-15T14:00:28.000Z TheEnergyMag reports an AI selloff pushed Core, Cipher, Applied and IREN to year lows, and Investing.com reports Core Scientific fell to a 52-week low of 12.79 USD. https://slicast.com/zh/article/1w01elz Slicast zh-cn 2026-10-15T14:00:28.000Z TheEnergyMag报道，人工智能板块抛售使Core、Cipher、Applied和IREN股价跌至年内低点；Investing.com报道，Core Scientific股价跌至52周低点12.79美元。 https://slicast.com/ko/article/1w01elz Slicast ko 2026-10-15T14:00:28.000Z TheEnergyMag는 AI 관련 매도세로 Core, Cipher, Applied, IREN의 주가가 연중 최저치로 밀렸다고 보도했다. Investing.com은 Core Scientific이 52주 최저치인 12.79 USD까지 하락했다고 전했다. https://slicast.com/article/13n4dac Slicast en 2026-10-15T14:00:00.000Z EIA Today in Energy reports that PJM, ERCOT and SWPP all set peak hourly load records this past summer. https://slicast.com/zh/article/13n4dac Slicast zh-cn 2026-10-15T14:00:00.000Z 美国能源信息署（EIA）旗下Today in Energy报道，PJM、ERCOT和SWPP今夏均创下小时峰值负荷纪录。 https://slicast.com/ko/article/13n4dac Slicast ko 2026-10-15T14:00:00.000Z EIA Today in Energy에 따르면 PJM, ERCOT, SWPP 모두 지난 여름 시간당 최대 전력 수요 기록을 경신했다. https://slicast.com/article/4t545s Slicast en 2026-10-15T13:50:26.000Z Oracle has renewed its push for FERC approval to expedite a 17.8-mile natural gas pipeline for its Project Jupiter data center, per Data Center Dynamics. https://slicast.com/zh/article/4t545s Slicast zh-cn 2026-10-15T13:50:26.000Z 甲骨文再次推动美国联邦能源监管委员会（FERC）批准，以加快为其Project Jupiter数据中心配套的17.8英里天然气管道审批，据Data Center Dynamics报道。 https://slicast.com/ko/article/4t545s Slicast ko 2026-10-15T13:50:26.000Z Oracle는 Data Center Dynamics 보도에 따르면 Project Jupiter 데이터센터용 17.8마일 규모 천연가스 파이프라인의 신속 승인을 위해 FERC에 승인 요청을 다시 추진하고 있다. https://slicast.com/article/1l2tg81 Slicast en 2026-10-15T13:44:00.000Z Data center stocks fell as financing costs drew scrutiny, with Cipher Digital down 9% and Applied Digital down 6%, per 24/7 Wall St. https://slicast.com/zh/article/1l2tg81 Slicast zh-cn 2026-10-15T13:44:00.000Z 数据中心股因融资成本受到审视而下跌，其中Cipher Digital下跌9%，Applied Digital下跌6%，据24/7 Wall St.报道。 https://slicast.com/ko/article/1l2tg81 Slicast ko 2026-10-15T13:44:00.000Z 데이터센터 관련주는 자금 조달 비용에 대한 우려가 커지면서 하락했으며, 24/7 Wall St에 따르면 Cipher Digital은 9%, Applied Digital은 6% 하락했다. https://slicast.com/article/1kl9z8h Slicast en 2026-10-15T13:34:00.000Z Anhui pledged stronger support for CXMT as China accelerates chip development, according to Global Times. https://slicast.com/zh/article/1kl9z8h Slicast zh-cn 2026-10-15T13:34:00.000Z 据环球时报报道，安徽省承诺加大对CXMT的支持力度，以加快中国芯片研发。 https://slicast.com/ko/article/1kl9z8h Slicast ko 2026-10-15T13:34:00.000Z Global Times에 따르면, 중국이 반도체 개발을 가속하는 가운데 안후이성은 CXMT에 대한 지원을 강화하겠다고 약속했다. https://slicast.com/article/1cwdkyz Slicast en 2026-10-15T13:32:10.000Z Parallel Loop raised $6.6M in seed funding, according to FinSMEs. https://slicast.com/zh/article/1cwdkyz Slicast zh-cn 2026-10-15T13:32:10.000Z 据FinSMEs报道，Parallel Loop完成660万美元种子轮融资。 https://slicast.com/article/1s56veo Slicast en 2026-10-15T13:30:59.000Z OpenAI has named ex-xAI executive Uday Ruddarraju as its infrastructure and compute chief, replacing Sachin Katti amid leadership changes in its data center division; Ruddarraju joined OpenAI in July https://slicast.com/zh/article/1s56veo Slicast zh-cn 2026-10-15T13:30:59.000Z OpenAI任命前xAI高管Uday Ruddarraju接替Sachin Katti担任基础设施与算力负责人，其数据中心部门出现人事变动；Ruddarraju于2025年7月加入OpenAI，并出任算力首席技术官。 https://slicast.com/ko/article/1s56veo Slicast ko 2026-10-15T13:30:59.000Z OpenAI는 전직 xAI 임원 Uday Ruddarraju를 인프라 및 컴퓨팅 총괄로 임명했으며, 이는 데이터센터 부문의 리더십 변화 속에서 Sachin Katti를 대체하는 조치다. Ruddarraju는 2025년 7월 OpenAI에 합류했으며, 이후 컴퓨팅 부문 최고기술책임자(CTO)를 맡았다. https://slicast.com/article/2ng1bc Slicast en 2026-10-15T13:30:00.000Z The EU is reportedly negotiating a sanction swap with Beijing that would lift Chinese restrictions on German ASML supplier Sindlhauser Materials, to keep the China-dependent company from being hit. https://slicast.com/zh/article/2ng1bc Slicast zh-cn 2026-10-15T13:30:00.000Z 据报道，欧盟正与北京谈判一项制裁互换安排，旨在取消中国对德国阿斯麦供应商Sindlhauser Materials的限制，以避免这家高度依赖中国市场的企业受到冲击。 https://slicast.com/ko/article/2ng1bc Slicast ko 2026-10-15T13:30:00.000Z EU가 중국 측과 제재 맞교환을 협상 중인 것으로 전해졌다. 이는 중국의 제재를 해제해 독일 ASML 공급업체 Sindlhauser Materials가 피해를 입지 않도록 하기 위한 것이다. 이 회사는 중국 시장에 대한 의존도가 높다. https://slicast.com/article/1nwltsj Slicast en 2026-10-15T13:28:37.000Z NERC has proposed reliability standards for AI data centers and crypto miners that would apply to computational loads of 50 (the unit is cut off in the source), and the proposal still needs approval f https://slicast.com/zh/article/1nwltsj Slicast zh-cn 2026-10-15T13:28:37.000Z NERC提出了针对人工智能数据中心和加密货币矿商的可靠性标准草案，适用于计算负荷达到50（单位在原文中被截断）的设施；该草案仍需经NERC董事会及联邦监管机构批准。 https://slicast.com/ko/article/1nwltsj Slicast ko 2026-10-15T13:28:37.000Z NERC는 AI 데이터센터와 가상자산 채굴업체를 대상으로 한 신뢰성 기준을 제안했으며, 이 기준은 50(단위는 원문에서 잘림)의 연산 부하에 적용될 예정입니다. 해당 제안은 NERC 이사회와 연방 규제당국의 승인을 아직 받아야 합니다. https://slicast.com/article/mlnvwg Slicast en 2026-10-15T13:19:00.000Z Micron shares slumped as traders reacted to a reported DRAM breakthrough at China's CXMT (ChangXin Memory), which is seen as a threat to Micron's memory business. https://slicast.com/zh/article/mlnvwg Slicast zh-cn 2026-10-15T13:19:00.000Z 美光股价下跌，交易员对长鑫存储据报道取得的DRAM技术突破作出反应，市场担心其将对美光的存储业务构成威胁。 https://slicast.com/ko/article/mlnvwg Slicast ko 2026-10-15T13:19:00.000Z Micron 주가는 중국 CXMT(ChangXin Memory)의 DRAM 기술 돌파 보도에 트레이더들이 반응하면서 하락했으며, 이는 Micron의 메모리 사업에 위협이 될 것으로 보는 시각 때문이다. https://slicast.com/article/ee4z3i Slicast en 2026-10-15T13:15:00.000Z TSMC is reportedly sending scouts to check whether America's data centers can deliver, while budgeting up to $64B for expansion and monitoring construction progress and power supplies. https://slicast.com/zh/article/ee4z3i Slicast zh-cn 2026-10-15T13:15:00.000Z 据报道，台积电派出考察人员，核查美国数据中心能否按期交付，同时为扩产预算高达640亿美元，并关注建设进度与电力供应。 https://slicast.com/ko/article/ee4z3i Slicast ko 2026-10-15T13:15:00.000Z TSMC가 미국 데이터센터의 공급 역량을 점검하기 위해 현장 조사팀을 파견하고 있다는 보도가 나왔다. 아울러 최대 640억 달러의 확장 투자를 책정했으며, 건설 진행 상황과 전력 공급을 모니터링하고 있다. https://slicast.com/article/1xye5bb Slicast en 2026-10-15T13:11:00.000Z Microsoft (NASDAQ: MSFT) unveiled the Maia 300 AI chip, pitched as a lower-cost challenge to Nvidia (NASDAQ: NVDA) in AI workloads. https://slicast.com/zh/article/1xye5bb Slicast zh-cn 2026-10-15T13:11:00.000Z 微软（NASDAQ: MSFT）推出Maia 300人工智能芯片，主打成本优势，意在挑战英伟达（NASDAQ: NVDA）。 https://slicast.com/ko/article/1xye5bb Slicast ko 2026-10-15T13:11:00.000Z Microsoft (NASDAQ: MSFT)가 Maia 300 AI 칩을 공개했으며, AI 워크로드에서 Nvidia (NASDAQ: NVDA)에 맞서는 저비용 대안으로 내세우고 있다. https://slicast.com/article/oivbqx Slicast en 2026-10-15T13:00:59.000Z Dial Up the Cloud: NVIDIA DLSS 4.5 Controls Arrive on GeForce NOW https://slicast.com/zh/article/oivbqx Slicast zh-cn 2026-10-15T13:00:59.000Z 云端加速:NVIDIA DLSS 4.5控制功能登陆GeForce NOW https://slicast.com/article/596r9g Slicast en 2026-10-15T12:48:35.000Z The think tank American Compass argues for strengthening US AI chip export controls, presenting a policy case rather than a new government action. https://slicast.com/zh/article/596r9g Slicast zh-cn 2026-10-15T12:48:35.000Z 美国智库American Compass主张加强对人工智能芯片的出口管制，这属于政策倡导，而非新的政府行动。 https://slicast.com/article/et1mb4 Slicast en 2026-10-15T12:48:00.000Z IREN is reportedly expanding liquid cooling across its AI data centers, and a TradingView analysis asks whether this will lift returns. https://slicast.com/zh/article/et1mb4 Slicast zh-cn 2026-10-15T12:48:00.000Z IREN据报道正在其人工智能数据中心中扩大液冷部署，分析文章探讨此举能否提升回报。 https://slicast.com/article/fd89rb Slicast en 2026-10-15T12:37:14.000Z Elon Musk called Micron's memory pricing 'reasonable' as an AI-driven memory shortage bites. https://slicast.com/zh/article/fd89rb Slicast zh-cn 2026-10-15T12:37:14.000Z 马斯克称美光的存储器定价“合理”，此时人工智能需求引发的存储短缺正在显现。 https://slicast.com/ko/article/fd89rb Slicast ko 2026-10-15T12:37:14.000Z Elon Musk는 AI 주도의 메모리 공급 부족이 심화되는 가운데 Micron의 메모리 가격을 "합리적"이라고 평가했다. https://slicast.com/article/ob6dxp Slicast en 2026-10-15T12:32:23.000Z AZIO AI Holdings (NASDAQ: AZIO) signed its first hosting deal at a Texas compute campus, though the snippet gives no MW figure, term, or counterparty. https://slicast.com/zh/article/ob6dxp Slicast zh-cn 2026-10-15T12:32:23.000Z AZIO AI Holdings（NASDAQ: AZIO）在德克萨斯州一处算力园区签下首份托管协议。 https://slicast.com/ko/article/ob6dxp Slicast ko 2026-10-15T12:32:23.000Z AZIO AI Holdings(NASDAQ: AZIO)가 텍사스 컴퓨팅 캠퍼스에서 첫 호스팅 계약을 체결했다. 다만 해당 기사에는 MW 규모, 계약 기간, 계약 상대방에 대한 정보가 제시되어 있지 않다. https://slicast.com/article/12hxvay Slicast en 2026-10-15T12:24:59.000Z Sachin Katti is leaving OpenAI 'to build something new', and the departure touches OpenAI's compute and Stargate work. https://slicast.com/zh/article/12hxvay Slicast zh-cn 2026-10-15T12:24:59.000Z Sachin Katti已离开OpenAI，称将“去打造一些新东西”，此次离职涉及OpenAI的算力工作及Stargate项目。 https://slicast.com/ko/article/12hxvay Slicast ko 2026-10-15T12:24:59.000Z Sachin Katti가 '새로운 것을 만들기 위해' OpenAI를 떠나며, 이번 퇴사는 OpenAI의 컴퓨팅 및 Stargate 사업과도 맞닿아 있다. https://slicast.com/article/lzyd9y Slicast en 2026-10-15T12:10:13.000Z Microsoft announced its latest in-house AI chip and set a target for a multi-gigawatt data center buildout. https://slicast.com/zh/article/lzyd9y Slicast zh-cn 2026-10-15T12:10:13.000Z Microsoft宣布推出其最新自研AI芯片，并设定了多吉瓦级数据中心建设的目标。 https://slicast.com/ko/article/lzyd9y Slicast ko 2026-10-15T12:10:13.000Z Microsoft가 최신 자체 개발 AI 칩을 발표하고, 다기가와트(multi-gigawatt) 규모의 데이터센터 구축 목표를 제시했다. https://slicast.com/article/1wgfw8v Slicast en 2026-10-15T12:00:00.000Z Semtech Outlines Data Center Growth Strategy at Analyst Day https://slicast.com/zh/article/1wgfw8v Slicast zh-cn 2026-10-15T12:00:00.000Z Semtech在分析师日阐述数据中心增长战略 https://slicast.com/article/ekl12d Slicast en 2026-10-15T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/ekl12d Slicast zh-cn 2026-10-15T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1ypkjk5 Slicast en 2026-10-15T10:00:12.000Z NVIDIA Expands Advanced Technology Access for Europe’s Scientific Community Through Open Learning Resources, Collaborations and Compute https://slicast.com/zh/article/1ypkjk5 Slicast zh-cn 2026-10-15T10:00:12.000Z NVIDIA通过开放学习资源、合作与算力,扩大欧洲科研界获取先进技术的渠道 https://slicast.com/article/3kpbhu Slicast en 2026-10-15T05:00:12.000Z The Nordics and NVIDIA Show What’s Possible When a Region Commits to Advanced Computing https://slicast.com/zh/article/3kpbhu Slicast zh-cn 2026-10-15T05:00:12.000Z 北欧与NVIDIA展示地区全力投入先进计算后可能实现的成果 https://slicast.com/commentary/intel-2026-10-14 Slicast en 2026-10-14T23:01:46.238Z Intel Latest News: GPU D270, Applied Materials AI Partnership, and 14A Foundry Timeline, October 2026 https://slicast.com/zh/commentary/intel-2026-10-14 Slicast zh-cn 2026-10-14T23:01:46.238Z 英特尔最新动态：GPU D270发布、应用材料合作与14A代工路线图，2026年10月 https://slicast.com/commentary/bloom-energy-2026-10-14 Slicast en 2026-10-14T22:52:08.263Z Bloom Energy Stock, October 2026: A 9.3% Drop With No Reported Catalyst https://slicast.com/zh/commentary/bloom-energy-2026-10-14 Slicast zh-cn 2026-10-14T22:52:08.263Z Bloom Energy股价动态，2026年10月：9.3%单日跌幅，公开报道中无已知成因 https://slicast.com/commentary/nuscale-2026-10-14 Slicast en 2026-10-14T22:44:07.185Z NuScale Power Share-Price Drop, October 2026 https://slicast.com/zh/commentary/nuscale-2026-10-14 Slicast zh-cn 2026-10-14T22:44:07.185Z NuScale Power股价下跌，2026年10月 https://slicast.com/commentary/oracle-2026-10-14 Slicast en 2026-10-14T22:15:06.438Z Oracle OCI: AI Infrastructure Power Bottleneck and Financing Risk, October 2026 https://slicast.com/zh/commentary/oracle-2026-10-14 Slicast zh-cn 2026-10-14T22:15:06.438Z Oracle OCI AI基础设施：电力瓶颈与融资风险，2026年10月 https://slicast.com/article/1byjxr2 Slicast en 2026-10-14T21:11:00.000Z When the Grid Says No https://slicast.com/zh/article/1byjxr2 Slicast zh-cn 2026-10-14T21:11:00.000Z 美国各州数据中心监管收紧:30+州超300项法案,纽约暂停50MW以上项目 https://slicast.com/ko/article/1byjxr2 Slicast ko 2026-10-14T21:11:00.000Z 언제 전력망이 거부할 때 https://slicast.com/article/u2zv47 Slicast en 2026-10-14T21:10:00.000Z The US is fighting over AI data centers. China is building them fast https://slicast.com/zh/article/u2zv47 Slicast zh-cn 2026-10-14T21:10:00.000Z 中国内蒙古乌兰察布:近90座数据中心拔地而起,美国监管掣肘成对比 https://slicast.com/ko/article/u2zv47 Slicast ko 2026-10-14T21:10:00.000Z 미국은 AI 데이터센터를 두고 경쟁하고 있는 반면, 중국은 빠르게 구축하고 있다 https://slicast.com/article/1o9ph0k Slicast en 2026-10-14T21:09:00.000Z Microsoft, Meta, Google AI Capex Hits $725B [2026] https://slicast.com/zh/article/1o9ph0k Slicast zh-cn 2026-10-14T21:09:00.000Z 五大超大规模厂商2026年AI资本开支合计达7750-8000亿美元 https://slicast.com/ko/article/1o9ph0k Slicast ko 2026-10-14T21:09:00.000Z Microsoft, Meta, Google AI 설비투자 7,250억 달러 돌파 [2026] https://slicast.com/article/1a4krrk Slicast en 2026-10-14T21:08:00.000Z HBM4 Shortage: Price Jumps 117% as AMD Chases Supply https://slicast.com/zh/article/1a4krrk Slicast zh-cn 2026-10-14T21:08:00.000Z HBM4合同价格一周内暴涨117%,AMD CEO两度赴首尔抢货 https://slicast.com/ko/article/1a4krrk Slicast ko 2026-10-14T21:08:00.000Z HBM4 공급 부족: AMD 공급 확보 경쟁 속 가격 117% 급등 https://slicast.com/article/bwse3m Slicast en 2026-10-14T21:04:00.000Z Nscale Pre-IPO $3.5B Targets NYSE as Compute Landlord Thesis Reaches Public Markets https://slicast.com/zh/article/bwse3m Slicast zh-cn 2026-10-14T21:04:00.000Z Nscale今日NYSE上市定价,逆风中测试neocloud IPO窗口 https://slicast.com/ko/article/bwse3m Slicast ko 2026-10-14T21:04:00.000Z Nscale, 기업공개 전 35억 달러 조달… NYSE 상장 추진, 컴퓨팅 임대 사업 모델이 공개 시장으로 https://slicast.com/article/1e9220x Slicast en 2026-10-14T21:01:00.000Z CRWV, NBIS, IREN Stocks Tumble After Gartner Forecasts 80% Of Neocloud Market Will Cease To Exist By 2030 https://slicast.com/zh/article/1e9220x Slicast zh-cn 2026-10-14T21:01:00.000Z Gartner"80%消亡"警告+债券收益率新高,neocloud三巨头单日蒸发 https://slicast.com/ko/article/1e9220x Slicast ko 2026-10-14T21:01:00.000Z CRWV, NBIS, IREN 주가 급락…가트너 "2030년까지 네오클라우드 시장의 80% 소멸" 전망 https://slicast.com/article/ehr9v3 Slicast en 2026-10-14T21:01:00.000Z EdgeConneX Enters Australia in Partnership with Stockland, with Hyperscale Data Center Campuses Planned in Sydney and Melbourne https://slicast.com/zh/article/ehr9v3 Slicast zh-cn 2026-10-14T21:01:00.000Z EdgeConneX与Stockland合作进入澳大利亚,计划在悉尼和墨尔本建设超大规模数据中心园区 https://slicast.com/article/kyoyzq Slicast en 2026-10-14T20:45:00.000Z Riverway Group and Offshore Data Center Partner to Build Gas-Powered Offshore Data Center Platforms on the U.S. Gulf Coast https://slicast.com/zh/article/kyoyzq Slicast zh-cn 2026-10-14T20:45:00.000Z Riverway Group与Offshore Data Center合作,在美国墨西哥湾沿岸建设燃气供电的海上数据中心平台 https://slicast.com/commentary/applied-digital-2026-10-14 Slicast en 2026-10-14T20:17:33.330Z Applied Digital (APLD) Q1 2027 Earnings and Analyst Downgrades, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-14 Slicast zh-cn 2026-10-14T20:17:33.330Z Applied Digital（APLD）2027财年Q1业绩与分析师下调，2026年10月 https://slicast.com/brief/2026-10-15 Slicast en 2026-10-14T20:04:28.276Z Latest AI Infrastructure News: October 15, 2026 https://slicast.com/zh/brief/2026-10-15 Slicast zh-cn 2026-10-14T20:04:28.276Z AI 基础设施新闻早报 · 2026年10月15日 https://slicast.com/ko/brief/2026-10-15 Slicast ko 2026-10-14T20:04:28.276Z 최신 AI 인프라 뉴스 · 2026년 10월 15일 https://slicast.com/article/hm9is9 Slicast en 2026-10-14T19:57:57.000Z Axe Compute Inc. announced a strategic partnership with Penguin Solutions that adds Penguin's deep technical expertise to accelerate AI infrastructure deployments. https://slicast.com/zh/article/hm9is9 Slicast zh-cn 2026-10-14T19:57:57.000Z Axe Compute Inc.宣布与Penguin Solutions建立战略合作伙伴关系，借助Penguin在技术方面的深厚专长，加快人工智能基础设施的部署。 https://slicast.com/ko/article/hm9is9 Slicast ko 2026-10-14T19:57:57.000Z Axe Compute Inc.는 Penguin Solutions와 전략적 파트너십을 체결했다고 발표했으며, 이를 통해 Penguin의 심층 기술 전문성을 더해 AI 인프라 구축을 가속화할 계획이다. https://slicast.com/article/89ofk6 Slicast en 2026-10-14T18:58:19.000Z BrainChip Holdings Ltd. launched Sequora, a product for low-power generative AI at the edge built on its ultra-low-power, fully digital, event-based neuromorphic architecture. https://slicast.com/zh/article/89ofk6 Slicast zh-cn 2026-10-14T18:58:19.000Z BrainChip Holdings Ltd.推出Sequora，这是一款面向边缘端低功耗生成式人工智能的产品，基于其超低功耗、全数字、基于事件的神经形态架构。 https://slicast.com/ko/article/89ofk6 Slicast ko 2026-10-14T18:58:19.000Z BrainChip Holdings Ltd.는 초저전력, 완전 디지털, 이벤트 기반 뉴로모픽 아키텍처를 기반으로 한 엣지 환경용 저전력 생성형 AI 제품 Sequora를 출시했다. https://slicast.com/article/15itax9 Slicast en 2026-10-14T18:24:33.000Z Bull is extending its NVIDIA rack-scale portfolio to bring NVIDIA Vera and Vera Rubin Ultra NVL72 systems to Europe as the region accelerates AI infrastructure investment. https://slicast.com/zh/article/15itax9 Slicast zh-cn 2026-10-14T18:24:33.000Z Bull正在扩展其英伟达机架级产品组合，把Vera与Vera Rubin Ultra NVL72系统引入欧洲，以应对欧洲加速投资人工智能基础设施的趋势。 https://slicast.com/ko/article/15itax9 Slicast ko 2026-10-14T18:24:33.000Z Bull는 유럽의 AI 인프라 투자가 가속화되는 가운데, NVIDIA 랙 스케일 포트폴리오를 확장해 NVIDIA Vera 및 Vera Rubin Ultra NVL72 시스템을 유럽 시장에 선보일 예정이다. https://slicast.com/article/7j5r44 Slicast en 2026-10-14T17:30:34.000Z Brazil's data center growth is spreading beyond São Paulo to Rio, Fortaleza and the south, with power grid delays and lengthy permitting expected to determine which markets win. https://slicast.com/zh/article/7j5r44 Slicast zh-cn 2026-10-14T17:30:34.000Z 巴西数据中心增长正从圣保罗扩展至里约热内卢、福塔莱萨及南部地区，但电网建设延迟和漫长的许可审批将决定哪些市场能够胜出。 https://slicast.com/ko/article/7j5r44 Slicast ko 2026-10-14T17:30:34.000Z 브라질의 데이터센터 성장이 상파울루를 넘어 리우데자네이루, 포르탈레자, 남부 지역으로 확산되고 있으며, 어떤 시장이 승자가 될지는 전력망 지연과 장기간의 인허가 절차에 따라 결정될 것으로 보인다. https://slicast.com/article/1crgzuv Slicast en 2026-10-14T17:15:44.000Z ServeTheHome toured the AWS networking lab to showcase in-house innovation spanning management switches, 102.4T switches, encryption, timing and optics. https://slicast.com/zh/article/1crgzuv Slicast zh-cn 2026-10-14T17:15:44.000Z ServeTheHome参观了AWS网络实验室，展示了从管理交换机到102.4T交换机、加密、时钟同步和光器件等领域的自研创新。 https://slicast.com/ko/article/1crgzuv Slicast ko 2026-10-14T17:15:44.000Z ServeTheHome은 AWS 네트워킹 연구소를 방문해 관리 스위치, 102.4T 스위치, 암호화, 타이밍, 광학 기술 전반에 걸친 자체 혁신을 소개했다. https://slicast.com/article/1maihpf Slicast en 2026-10-14T16:34:00.000Z OpenAI reshuffled its data center leadership again, naming xAI executive Uday Ruddarraju to lead while Sachin Katti departs, following an earlier overhaul of the Stargate team this year. https://slicast.com/zh/article/1maihpf Slicast zh-cn 2026-10-14T16:34:00.000Z OpenAI再次调整数据中心领导层，任命xAI高管Uday Ruddarraju牵头，Sachin Katti离任，此前今年已对Stargate团队进行过一次调整。 https://slicast.com/ko/article/1maihpf Slicast ko 2026-10-14T16:34:00.000Z OpenAI가 데이터센터 리더십을 다시 개편하며, Sachin Katti가 떠나는 가운데 xAI 임원 Uday Ruddarraju를 새로운 책임자로 임명했다. 이는 올해 앞서 이루어진 Stargate 팀 개편에 이은 조치다. https://slicast.com/article/1pteavn Slicast en 2026-10-14T15:48:00.000Z DeepSeek has reportedly doubled its financing to roughly 100 billion yuan, with investors for the new round largely settled. https://slicast.com/zh/article/1pteavn Slicast zh-cn 2026-10-14T15:48:00.000Z 据报道，DeepSeek融资规模翻倍至约1000亿元，新一轮投资方基本确定。 https://slicast.com/ko/article/1pteavn Slicast ko 2026-10-14T15:48:00.000Z DeepSeek가 자금 조달 규모를 약 1,000억 위안으로 두 배 늘린 것으로 전해졌으며, 신규 라운드의 투자자 구성은 대부분 확정된 것으로 알려졌다. https://slicast.com/article/s2ll05 Slicast en 2026-10-14T15:40:00.000Z An application has been filed for a 3.3 million sq ft data center campus in Augusta, Georgia, targeting a 2028/2029 go-live date. https://slicast.com/zh/article/s2ll05 Slicast zh-cn 2026-10-14T15:40:00.000Z 有项目在佐治亚州奥古斯塔提交了一份330万平方英尺数据中心园区的申请，目标投运时间为2028/2029年。 https://slicast.com/ko/article/s2ll05 Slicast ko 2026-10-14T15:40:00.000Z Georgia 주 Augusta에 연면적 330만 평방피트 규모의 데이터센터 캠퍼스 건설을 위한 신청서가 제출되었으며, 가동 목표 시점은 2028년/2029년입니다. https://slicast.com/article/qpe3ar Slicast en 2026-10-14T15:27:34.000Z Nscale announced an expanded agreement with Microsoft for capacity in Norway. https://slicast.com/zh/article/qpe3ar Slicast zh-cn 2026-10-14T15:27:34.000Z Nscale宣布与微软扩大合作协议,为其在挪威的算力容量提供支持。 https://slicast.com/ko/article/qpe3ar Slicast ko 2026-10-14T15:27:34.000Z Nscale, Microsoft와 노르웨이 내 용량 확보를 위한 확대된 계약을 발표했다. https://slicast.com/article/12w2vs1 Slicast en 2026-10-14T15:20:45.000Z Microsoft denied reports that its cloud leadership had called for significant cost-cutting measures, after reports suggested the company would reduce spending by at least 20 percent. https://slicast.com/zh/article/12w2vs1 Slicast zh-cn 2026-10-14T15:20:45.000Z 微软否认了关于其云业务负责人要求大幅削减成本的报道，此前报道称公司将削减至少20%的支出。 https://slicast.com/ko/article/12w2vs1 Slicast ko 2026-10-14T15:20:45.000Z Microsoft는 클라우드 사업부 경영진이 대대적인 비용 절감을 요구했다는 보도를 부인했다. 앞서 회사가 지출을 최소 20퍼센트 줄일 예정이라는 보도가 나왔었다. https://slicast.com/article/1pugcm7 Slicast en 2026-10-14T15:11:46.000Z GlobalFoundries plans to build and operate two new chip fabs in New York as part of a $21 billion US-Japan deal, with the first facility expected to be operational in 2029. https://slicast.com/zh/article/1pugcm7 Slicast zh-cn 2026-10-14T15:11:46.000Z 格芯计划在纽约州建设并运营两座新芯片晶圆厂，作为一项210亿美元美日合作协议的一部分，首座工厂预计2029年投产。 https://slicast.com/ko/article/1pugcm7 Slicast ko 2026-10-14T15:11:46.000Z GlobalFoundries는 미·일 간 210억 달러 규모 협약의 일환으로 뉴욕에 신규 반도체 팹 2곳을 건설하고 운영할 계획이며, 첫 번째 시설은 2029년 가동될 것으로 예상된다. https://slicast.com/article/4bwf3n Slicast en 2026-10-14T15:10:44.000Z US data center land spending reached roughly $6 billion in the first half of 2026, as access to power now drives land value and pricing more than location alone. https://slicast.com/zh/article/4bwf3n Slicast zh-cn 2026-10-14T15:10:44.000Z 2026年上半年，美国数据中心用地支出约达60亿美元，电力接入如今比地段本身更能决定土地价值与定价。 https://slicast.com/ko/article/4bwf3n Slicast ko 2026-10-14T15:10:44.000Z 미국 데이터센터 부지 지출은 2026년 상반기에 약 60억 달러에 이르렀으며, 이제는 입지 자체보다 전력 접근성이 부지 가치와 가격을 더 크게 좌우하고 있다. https://slicast.com/article/14krzpo Slicast en 2026-10-14T14:55:47.000Z EDF says the fossil generation pipeline has rebounded while new clean generation has slowed, and David Villagrana of EDF notes that rising gas turbine costs and supply shortages are making new gas pla https://slicast.com/zh/article/14krzpo Slicast zh-cn 2026-10-14T14:55:47.000Z EDF称化石能源发电项目管线出现反弹，而新增清洁发电项目有所放缓；EDF的David Villagrana表示，燃气轮机成本上涨和供应短缺正使新建燃气电厂更昂贵、建设周期更长。 https://slicast.com/ko/article/14krzpo Slicast ko 2026-10-14T14:55:47.000Z EDF는 화석연료 발전 파이프라인이 반등한 반면 신규 청정 발전은 둔화됐다고 밝혔으며, EDF의 David Villagrana는 가스터빈 비용 상승과 공급 부족으로 신규 가스발전소의 건설 비용이 늘고 건설 기간도 길어지고 있다고 언급했다. https://slicast.com/article/1428w6b Slicast en 2026-10-14T14:42:00.000Z Google has signed a 20-year power purchase agreement with AEP for a 702MW fuel cell project in Wyoming, with the fuel cells to be supplied by Bloom Energy. https://slicast.com/zh/article/1428w6b Slicast zh-cn 2026-10-14T14:42:00.000Z 谷歌与AEP签订了一份为期20年的购电协议，用于怀俄明州一个702兆瓦燃料电池项目，燃料电池由Bloom Energy供应。 https://slicast.com/ko/article/1428w6b Slicast ko 2026-10-14T14:42:00.000Z Google는 와이오밍주 702MW 연료전지 프로젝트와 관련해 AEP와 20년 전력구매계약(PPA)을 체결했으며, 연료전지는 Bloom Energy가 공급할 예정이다. https://slicast.com/article/1cejoj4 Slicast en 2026-10-14T14:24:34.000Z Nvidia CEO Jensen Huang pledged $2 billion in European investments, including new stakes in French startups Doctolib and Entalpic, and $250 million in compute for UK safety labs. https://slicast.com/zh/article/1cejoj4 Slicast zh-cn 2026-10-14T14:24:34.000Z 英伟达首席执行官黄仁勋承诺在欧洲投资20亿美元，包括对法国初创企业Doctolib和Entalpic的新增股权，并向英国安全实验室提供2.5亿美元的算力支持。 https://slicast.com/ko/article/1cejoj4 Slicast ko 2026-10-14T14:24:34.000Z Nvidia CEO Jensen Huang은 유럽에 20억 달러 규모의 투자를 약속했으며, 여기에는 프랑스 스타트업 Doctolib와 Entalpic에 대한 신규 지분 투자가 포함됩니다. 또한 영국 AI 안전 연구소에 2억 5천만 달러 규모의 컴퓨팅 자원을 제공하기로 했습니다. https://slicast.com/article/11atrzh Slicast en 2026-10-14T14:09:00.000Z The Indiana Utility Regulatory Commission (IURC) approved AES Indiana's $1.3bn plan for solar, storage and transmission to serve Google's data center in Monrovia, with Google expected to pay all assoc https://slicast.com/zh/article/11atrzh Slicast zh-cn 2026-10-14T14:09:00.000Z 印第安纳州公用事业监管委员会（IURC）批准AES Indiana价值13亿美元的太阳能、储能和输电项目计划，用于为谷歌位于Monrovia的数据中心供电，谷歌预计将承担该项目的全部相关成本。 https://slicast.com/ko/article/11atrzh Slicast ko 2026-10-14T14:09:00.000Z 인디애나 공익사업규제위원회(IURC)는 Google의 Monrovia 데이터센터에 전력을 공급하기 위한 AES Indiana의 태양광, 에너지저장장치 및 송전 부문 13억 달러 규모 계획을 승인했으며, Google이 관련 비용 전액을 부담할 것으로 예상된다. https://slicast.com/article/1rql73d Slicast en 2026-10-14T14:00:00.000Z SK hynix detailed H-TPU, tiny in-house cores in its next enterprise SSD controllers that offload routine I/O work from the Arm CPUs as drive speeds climb. https://slicast.com/zh/article/1rql73d Slicast zh-cn 2026-10-14T14:00:00.000Z SK hynix详细介绍了其H-TPU，即下一代企业级固态硬盘控制器中内置的微型自研核心，可在硬盘速度持续提升的同时，将常规输入输出任务从Arm中央处理器上卸载。 https://slicast.com/ko/article/1rql73d Slicast ko 2026-10-14T14:00:00.000Z SK hynix, 차세대 엔터프라이즈 SSD 컨트롤러에 탑재될 소형 자체 코어 H-TPU를 공개했다. 드라이브 속도가 높아지는 가운데 이 코어는 일상적인 I/O 작업을 Arm CPU에서 분담한다. https://slicast.com/article/1y9yzlk Slicast en 2026-10-14T13:49:00.000Z IREN is targeting a 900MW data center campus in Wagga Wagga, Australia, with a grid connection aimed for 2029. https://slicast.com/zh/article/1y9yzlk Slicast zh-cn 2026-10-14T13:49:00.000Z IREN正在澳大利亚Wagga Wagga规划一个900MW数据中心园区，目标于2029年接入电网。 https://slicast.com/ko/article/1y9yzlk Slicast ko 2026-10-14T13:49:00.000Z IREN은 호주 와가와가에 900MW 규모의 데이터센터 캠퍼스를 조성할 계획이며, 2029년 전력망 연결을 목표로 하고 있다. https://slicast.com/article/evxkqg Slicast en 2026-10-14T13:30:00.000Z Cisco and Nvidia are developing the USFP pluggable optical module, which targets 12.8 Tbps in a single module compared with today's 1.6 Tbps class. https://slicast.com/zh/article/evxkqg Slicast zh-cn 2026-10-14T13:30:00.000Z 思科与英伟达正在联合开发USFP光可插拔模块，目标是在单个模块中实现12.8 Tbps速率，远高于目前1.6 Tbps级别的产品。 https://slicast.com/ko/article/evxkqg Slicast ko 2026-10-14T13:30:00.000Z Cisco와 Nvidia는 단일 모듈에서 12.8 Tbps를 목표로 하는 USFP 플러그형 광 모듈을 개발하고 있으며, 이는 현재의 1.6 Tbps급 대비 큰 폭의 성능 향상입니다. https://slicast.com/article/1kj6wem Slicast en 2026-10-14T13:26:06.000Z FERC has rejected PJM's data center curtailment plan again, its second rejection of the proposal. https://slicast.com/zh/article/1kj6wem Slicast zh-cn 2026-10-14T13:26:06.000Z FERC再次否决了PJM的数据中心限电方案,这是该提案第二次被驳回。 https://slicast.com/ko/article/1kj6wem Slicast ko 2026-10-14T13:26:06.000Z FERC가 PJM의 데이터센터 전력 제한 계획을 다시 거부했으며, 이번이 해당 제안에 대한 두 번째 거부다. https://slicast.com/article/14ui8kb Slicast en 2026-10-14T13:10:40.000Z Soluna has filed plans to build a 112MW data center building in Willacy, Texas, spanning a single 471,884 sq ft structure. https://slicast.com/zh/article/14ui8kb Slicast zh-cn 2026-10-14T13:10:40.000Z Soluna已提交计划，拟在Texas的Willacy建设一座112MW的数据中心建筑，该单栋建筑面积为471,884平方英尺。 https://slicast.com/ko/article/14ui8kb Slicast ko 2026-10-14T13:10:40.000Z Soluna가 텍사스주 윌러시 카운티에 112MW 규모의 데이터센터 건물을 건설하는 계획을 제출했으며, 연면적 471,884평방피트의 단일 건물로 구성됩니다. https://slicast.com/article/1gw7dje Slicast en 2026-10-14T13:05:00.000Z TIA Releases First Draft of DCE 9000 as Data Center Industry Faces Growing Quality and Reliability Demands Amid Unprecedented Investment https://slicast.com/zh/article/1gw7dje Slicast zh-cn 2026-10-14T13:05:00.000Z TIA发布DCE 9000首份草案,数据中心行业在空前投资下面临日益增长的质量与可靠性要求 https://slicast.com/article/rditod Slicast en 2026-10-14T13:02:00.000Z Censys 2026 State of the Internet Report Finds Exposed AI Infrastructure Grew 63% in Nine Months https://slicast.com/zh/article/rditod Slicast zh-cn 2026-10-14T13:02:00.000Z Censys《2026年互联网现状报告》显示,暴露的AI基础设施在九个月内增长63% https://slicast.com/article/1yjgzvn Slicast en 2026-10-14T13:00:00.000Z Salience Labs Secures $125 Million in Series B Funding to Scale Photonic Networking Chips for AI Datacenter Infrastructure https://slicast.com/zh/article/1yjgzvn Slicast zh-cn 2026-10-14T13:00:00.000Z Salience Labs完成1.25亿美元B轮融资,用于扩大面向AI数据中心基础设施的光子网络芯片规模 https://slicast.com/article/180q8wi Slicast en 2026-10-14T12:50:00.000Z An analysis examines where Intel's EMIB and Foveros advanced packaging roadmaps stand today, years after Intel first began using these methods in 2017 to 2019. https://slicast.com/zh/article/180q8wi Slicast zh-cn 2026-10-14T12:50:00.000Z 一篇分析文章梳理了英特尔EMIB与Foveros先进封装路线图的现状，距英特尔于2017至2019年间率先在大型芯片厂商中应用先进封装技术已过去数年。 https://slicast.com/ko/article/180q8wi Slicast ko 2026-10-14T12:50:00.000Z Intel의 EMIB 및 Foveros 첨단 패키징 로드맵의 현재 위치를 짚어본 분석으로, 인텔이 2017~2019년 이들 기술을 처음 도입한 이후 수년이 지난 시점을 다룬다. https://slicast.com/article/15b6luj Slicast en 2026-10-14T12:45:00.000Z Amazon, Google and Meta are among members of a lobby group funding warnings that Europe ditching US tech giants could cost €115B, in response to cloud sovereignty plans. https://slicast.com/zh/article/15b6luj Slicast zh-cn 2026-10-14T12:45:00.000Z 亚马逊、谷歌和Meta等公司是一家游说团体的成员，该团体资助发布警告称，欧洲若弃用美国科技巨头可能造成€115B（1150亿欧元）的损失，此举针对欧洲的云主权计划。 https://slicast.com/ko/article/15b6luj Slicast ko 2026-10-14T12:45:00.000Z Amazon, Google, Meta 등이 속한 로비 단체는 유럽이 미국 기술 대기업을 배제할 경우 최대 1,150억 유로의 비용이 발생할 수 있다는 경고를 후원하고 있으며, 이는 클라우드 주권 계획에 대한 대응이다. https://slicast.com/article/xskmml Slicast en 2026-10-14T12:42:00.000Z Submer has partnered with BSNL to develop data centers in India using BSNL sites. https://slicast.com/zh/article/xskmml Slicast zh-cn 2026-10-14T12:42:00.000Z Submer与BSNL达成合作，拟利用BSNL的站点在印度开发数据中心。 https://slicast.com/ko/article/xskmml Slicast ko 2026-10-14T12:42:00.000Z Submer, BSNL과 파트너십을 체결하고 BSNL 부지를 활용해 인도에 데이터센터를 개발할 예정이다. https://slicast.com/article/9zpevt Slicast en 2026-10-14T12:30:00.000Z Elon Musk's Terafab reportedly will receive its first ASML EUV tool in mid-2027, starting with proven ASML technology even though Musk may prefer FEL light sources for in-house production. https://slicast.com/zh/article/9zpevt Slicast zh-cn 2026-10-14T12:30:00.000Z 据报道，Elon Musk的Terafab预计将于2027年中期收到首台ASML极紫外（EUV）光刻机，并将先采用成熟的ASML技术，尽管Musk可能更倾向于自由电子激光光源用于自主生产。 https://slicast.com/ko/article/9zpevt Slicast ko 2026-10-14T12:30:00.000Z Elon Musk의 Terafab은 2027년 중반에 ASML의 첫 EUV 장비를 도입할 것으로 알려졌으며, Musk가 자체 생산에는 FEL 광원을 선호할 수 있음에도 검증된 ASML 기술로 시작할 예정이다. https://slicast.com/article/fia89p Slicast en 2026-10-14T12:30:00.000Z Brightray Signs Letter of Intent for Planned 10MW AI Data Center Project in the United States https://slicast.com/zh/article/fia89p Slicast zh-cn 2026-10-14T12:30:00.000Z Brightray签署意向书,拟在美国建设10MW AI数据中心项目 https://slicast.com/article/12vlba9 Slicast en 2026-10-14T12:25:00.000Z Digi Power X has secured $200m in debt financing to support development of a 40MW data center project in Columbiana, Alabama. https://slicast.com/zh/article/12vlba9 Slicast zh-cn 2026-10-14T12:25:00.000Z Digi Power X已获得2亿美元债务融资，用于支持其位于阿拉巴马州Columbiana、规模为40MW的数据中心项目开发。 https://slicast.com/ko/article/12vlba9 Slicast ko 2026-10-14T12:25:00.000Z Digi Power X가 앨라배마주 컬럼비아나에서 추진 중인 40MW 규모 데이터센터 프로젝트 개발을 지원하기 위해 2억 달러 규모의 부채 금융을 확보했다. https://slicast.com/article/vkflbt Slicast en 2026-10-14T12:23:27.000Z Microsoft has acquired 600 acres of land in Woodward, Iowa for a data center, and local residents have raised concerns. https://slicast.com/zh/article/vkflbt Slicast zh-cn 2026-10-14T12:23:27.000Z 微软已在爱荷华州Woodward收购600英亩土地用于建设数据中心，当地居民对此表达了担忧。 https://slicast.com/ko/article/vkflbt Slicast ko 2026-10-14T12:23:27.000Z Microsoft가 데이터센터 건설을 위해 아이오와주 Woodward의 토지 600에이커를 매입했으며, 지역 주민들이 우려를 제기하고 있다. https://slicast.com/article/dfwwzz Slicast en 2026-10-14T12:20:00.000Z UK-based AI infrastructure firm Gorilla Technology Group is entering the US market with a proposed acquisition of a 6MW data center site that could expand to 36MW. https://slicast.com/zh/article/dfwwzz Slicast zh-cn 2026-10-14T12:20:00.000Z 英国AI基础设施公司Gorilla Technology Group计划收购一处6MW的数据中心站点以进入美国市场，该站点未来可扩建至36MW。 https://slicast.com/ko/article/dfwwzz Slicast ko 2026-10-14T12:20:00.000Z UK 기반 AI 인프라 기업 Gorilla Technology Group은 확장 시 36MW까지 가능한 6MW 규모 데이터센터 부지의 인수를 제안하며 미국 시장에 진출한다. https://slicast.com/article/xvcdiw Slicast en 2026-10-14T12:20:00.000Z Thailand's Gulf has set up a new holding company focused on data centers as it continues expanding its digital infrastructure. https://slicast.com/zh/article/xvcdiw Slicast zh-cn 2026-10-14T12:20:00.000Z 泰国Gulf成立了一家专注于数据中心的新控股公司，以继续推进其数字基础设施扩张。 https://slicast.com/ko/article/xvcdiw Slicast ko 2026-10-14T12:20:00.000Z Gulf(태국)는 디지털 인프라 확장을 이어가는 가운데 데이터센터에 특화된 신규 지주회사를 설립했다. https://slicast.com/article/q6qk18 Slicast en 2026-10-14T12:07:06.000Z Eliyan unveiled its NuLight chiplet platform, aimed at pushing past copper interconnect limits for next-generation AI compute, memory and networking systems. https://slicast.com/zh/article/q6qk18 Slicast zh-cn 2026-10-14T12:07:06.000Z Eliyan发布了NuLight芯粒平台，旨在突破铜互连的限制，服务于下一代AI计算、内存及网络系统。 https://slicast.com/ko/article/q6qk18 Slicast ko 2026-10-14T12:07:06.000Z Eliyan는 차세대 AI 컴퓨팅, 메모리 및 네트워킹 시스템에서 구리 인터커넥트의 한계를 넘어서는 것을 목표로 한 NuLight 칩렛 플랫폼을 공개했다. https://slicast.com/article/155vmgk Slicast en 2026-10-14T12:00:00.000Z ASML HOLDING NV files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/155vmgk Slicast zh-cn 2026-10-14T12:00:00.000Z ASML HOLDING NV 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/a5lnh5 Slicast en 2026-10-14T12:00:00.000Z Flex Completes Acquisition of EPC Power, Expanding Power Conversion Capabilities for AI Data Centers and Grid Applications https://slicast.com/zh/article/a5lnh5 Slicast zh-cn 2026-10-14T12:00:00.000Z Flex完成对EPC Power的收购,拓展面向AI数据中心和电网应用的功率转换能力 https://slicast.com/article/mko99b Slicast en 2026-10-14T12:00:00.000Z HNM Systems Establishes Dedicated Data Center Practice Following Continued Growth in Digital Infrastructure https://slicast.com/zh/article/mko99b Slicast zh-cn 2026-10-14T12:00:00.000Z HNM Systems在数字基础设施持续增长后设立专门的数据中心业务部门 https://slicast.com/article/zx9lkv Slicast en 2026-10-14T12:00:00.000Z Data Center Physical Infrastructure Market Grows 27 Percent Y/Y to $14 Billion in 2Q 2026, According to Dell'Oro Group https://slicast.com/zh/article/zx9lkv Slicast zh-cn 2026-10-14T12:00:00.000Z Dell'Oro Group数据显示,2026年第二季度数据中心物理基础设施市场同比增长27%,达140亿美元 https://slicast.com/article/1tfv4rs Slicast en 2026-10-14T11:56:00.000Z Oregon Governor Tina Kotek asked the state environmental regulator to pause permits, creating a de facto data center moratorium. It follows an earlier ban on data center projects on state land. https://slicast.com/zh/article/1tfv4rs Slicast zh-cn 2026-10-14T11:56:00.000Z Oregon州州长Tina Kotek要求该州环境监管机构暂停相关许可审批，事实上形成了数据中心禁令。此前，该州已禁止在州有土地上建设数据中心项目。 https://slicast.com/ko/article/1tfv4rs Slicast ko 2026-10-14T11:56:00.000Z Oregon 주지사 Tina Kotek은 주 환경 규제 당국에 허가 발급을 중단할 것을 요청했으며, 이는 사실상의 데이터센터 모라토리엄에 해당합니다. 앞서 주 소유 부지에서의 데이터센터 프로젝트를 금지한 조치에 이은 것입니다. https://slicast.com/article/1dfh7q8 Slicast en 2026-10-14T11:35:00.000Z The IMF has published a report examining how financing for the global AI buildout could trigger financial contagion if the industry falters. https://slicast.com/zh/article/1dfh7q8 Slicast zh-cn 2026-10-14T11:35:00.000Z IMF发布报告，探讨若AI行业陷入困境，全球AI基础设施建设的融资可能引发金融传染风险。 https://slicast.com/ko/article/1dfh7q8 Slicast ko 2026-10-14T11:35:00.000Z IMF는 글로벌 AI 인프라 구축을 위한 자금 조달이 업계 침체 시 금융 전이(contagion)를 촉발할 수 있는지를 분석한 보고서를 발간했다. https://slicast.com/article/13e055x Slicast en 2026-10-14T11:15:00.000Z Apple researchers describe 'Minions', an internal system that runs AI inference jobs on idle Apple Silicon Macs when GPUs are scarce. https://slicast.com/zh/article/13e055x Slicast zh-cn 2026-10-14T11:15:00.000Z 苹果研究人员介绍了名为'Minions'的内部系统，可在GPU紧缺时利用闲置的Apple Silicon Mac运行AI推理任务。 https://slicast.com/ko/article/13e055x Slicast ko 2026-10-14T11:15:00.000Z Apple 연구진이 GPU가 부족할 때 유휴 상태의 Apple Silicon Mac에서 AI 추론 작업을 실행하는 내부 시스템 'Minions'를 소개했다. https://slicast.com/article/1l12lie Slicast en 2026-10-14T11:09:00.000Z PEGATRON Brings AI Infrastructure from Design to Deployment at OCP Global Summit 2026 https://slicast.com/zh/article/1l12lie Slicast zh-cn 2026-10-14T11:09:00.000Z PEGATRON在2026 OCP全球峰会上展示AI基础设施从设计到部署的全流程 https://slicast.com/article/n6tgct Slicast en 2026-10-14T10:25:00.000Z A Japanese retailer raised prices on Nvidia RTX 50-series GPUs by between 12.71% and 41.10%, with mainstream models bearing the brunt, and Tom's Hardware reports some Japanese prices are up to 41% hig https://slicast.com/zh/article/n6tgct Slicast zh-cn 2026-10-14T10:25:00.000Z 日本一家零售商将英伟达RTX 50系列图形处理器的价格上调了12.71%至41.10%，主流型号涨幅最大，Tom's Hardware报道称部分日本售价比美国亚马逊高出最多41%。 https://slicast.com/ko/article/n6tgct Slicast ko 2026-10-14T10:25:00.000Z 일본의 한 소매업체가 엔비디아 RTX 50 시리즈 GPU 가격을 12.71%에서 41.10% 사이로 인상했으며, 주력 모델의 타격이 가장 컸다고 Tom's Hardware가 보도했다. 이 매체에 따르면 일부 일본 내 가격은 Amazon US보다 최대 41% 높다. https://slicast.com/article/pfnh91 Slicast en 2026-10-14T10:10:36.000Z 32GB of DDR5 6000 RAM now retails for $450 as supply of consumer DIMMs remains constrained. https://slicast.com/zh/article/pfnh91 Slicast zh-cn 2026-10-14T10:10:36.000Z 32GB DDR5 6000内存条目前售价450美元，消费级内存条供应持续紧张。 https://slicast.com/ko/article/pfnh91 Slicast ko 2026-10-14T10:10:36.000Z 32GB DDR5 6000 RAM이 현재 소비자용 DIMM 공급 부족으로 $450에 판매되고 있다. https://slicast.com/article/wnwl70 Slicast en 2026-10-14T09:16:03.000Z Tencent and ByteDance are borrowing despite holding about 200 billion yuan in cash, a move read as pre-funding future needs while investor enthusiasm for AI remains high. https://slicast.com/zh/article/wnwl70 Slicast zh-cn 2026-10-14T09:16:03.000Z 腾讯与字节跳动在持有约2000亿元现金的情况下仍在借款，评论认为这是在人工智能叙事热度未退之际，提前储备未来所需资金。 https://slicast.com/ko/article/wnwl70 Slicast ko 2026-10-14T09:16:03.000Z Tencent와 ByteDance는 각각 약 2,000억 위안의 현금을 보유하고 있음에도 차입을 늘리고 있다. 이는 AI에 대한 투자자들의 높은 관심이 지속되는 가운데 향후 자금 수요에 대비한 선제적 조치로 해석된다. https://slicast.com/article/3omein Slicast en 2026-10-14T09:00:00.000Z The Register reports that an analyst predicts 80% of neoclouds will disappear as standalone businesses by 2030, as infrastructure spending is forecast to outstrip expected revenue. https://slicast.com/zh/article/3omein Slicast zh-cn 2026-10-14T09:00:00.000Z 据The Register报道，一位分析师预测，到2030年，80%的新兴云服务商将不再以独立企业形式存在，原因是基础设施支出预计将超过预期收入。 https://slicast.com/ko/article/3omein Slicast ko 2026-10-14T09:00:00.000Z The Register은 한 애널리스트가 인프라 지출이 예상 매출을 앞지를 것으로 전망되는 가운데, 2030년까지 뉴클라우드(neocloud) 기업의 80%가 독립 사업자로서 사라질 것으로 예측했다고 보도했다. https://slicast.com/article/1bt74y8 Slicast en 2026-10-14T08:53:39.000Z Global Data Center Air Handling Units Market Forecast, https://slicast.com/zh/article/1bt74y8 Slicast zh-cn 2026-10-14T08:53:39.000Z 全球数据中心空气处理机组市场预测, https://slicast.com/article/1tp40vz Slicast en 2026-10-14T06:24:00.000Z MemSilicon has completed tape-out of what it calls the world's first high-density, large-capacity 1T4R 1Gb RRAM chip, with its CMOS-compatible 1TnR technology route accelerating in development. https://slicast.com/zh/article/1tp40vz Slicast zh-cn 2026-10-14T06:24:00.000Z MemSilicon完成了其所称国际首款高密度、大容量1T4R 1Gb RRAM芯片的流片，与标准互补金属氧化物半导体工艺兼容的1TnR技术路线研发提速。 https://slicast.com/ko/article/1tp40vz Slicast ko 2026-10-14T06:24:00.000Z MemSilicon은 자사가 "세계 최초의 고밀도 대용량 1T4R 1Gb RRAM 칩"이라고 밝힌 제품의 테이프아웃을 완료했으며, CMOS 호환 1TnR 기술 경로의 개발도 가속화되고 있다. https://slicast.com/article/m9sm1x Slicast en 2026-10-14T06:04:15.000Z NVIDIA Announces New Investments in the UK Startup Ecosystem https://slicast.com/zh/article/m9sm1x Slicast zh-cn 2026-10-14T06:04:15.000Z NVIDIA宣布对英国初创生态系统的新投资 https://slicast.com/article/gvivhc Slicast en 2026-10-14T06:00:28.000Z European Cities Deploy NVIDIA-Powered AI Agents to Run Smarter Urban Operations https://slicast.com/zh/article/gvivhc Slicast zh-cn 2026-10-14T06:00:28.000Z 欧洲城市部署NVIDIA驱动的AI智能体,以实现更智能的城市运营 https://slicast.com/article/195gds3 Slicast en 2026-10-14T01:27:53.000Z SK hynix presented research at the IEEE on 3D FeNAND co-optimization, arguing that NAND is moving beyond storage toward computing roles in the AI era. https://slicast.com/zh/article/195gds3 Slicast zh-cn 2026-10-14T01:27:53.000Z SK海力士在电气电子工程师学会（IEEE）发表三维FeNAND协同优化研究，指出在人工智能时代，与非闪存正从存储角色走向计算角色。 https://slicast.com/ko/article/195gds3 Slicast ko 2026-10-14T01:27:53.000Z SK hynix는 IEEE에서 3D FeNAND 공동 최적화 관련 연구를 발표하며, AI 시대에 NAND가 저장 기능을 넘어 연산 역할로 나아가고 있다고 주장했다. https://slicast.com/article/9evj44 Slicast en 2026-10-13T23:23:46.000Z Cleanview's report puts behind-the-meter capacity at 2 GW online by mid-2026, likely rising to 3 GW by the end of 2026, while Meta is building AI data centers in tents and Amazon is building gigawatts https://slicast.com/zh/article/9evj44 Slicast zh-cn 2026-10-13T23:23:46.000Z Cleanview报告显示，表后电源容量在2026年年中已投入2吉瓦，预计到2026年底将达到约3吉瓦；同时报道称Meta正在帐篷中建设人工智能数据中心，亚马逊则在为人工智能建设吉瓦级电力。 https://slicast.com/ko/article/9evj44 Slicast ko 2026-10-13T23:23:46.000Z Cleanview의 보고서에 따르면 계량기 후단(behind-the-meter) 발전 설비는 2026년 중반까지 2GW가 가동되고, 2026년 말에는 3GW까지 늘어날 가능성이 있다. 한편 Meta는 텐트에서 AI 데이터센터를 건설하고 있으며, Amazon은 AI를 위해 수 기가와트 규모의 전력을 구축하고 있다. https://slicast.com/article/ut6r07 Slicast en 2026-10-13T23:01:22.000Z Applied Materials unveiled its EPIC (Equipment and Process Innovation and Commercialization) Center in Sunnyvale, California, a $5 billion R&D center designed to bring chipmakers together. https://slicast.com/zh/article/ut6r07 Slicast zh-cn 2026-10-13T23:01:22.000Z 应用材料公司在加州桑尼维尔推出设备与工艺创新和商业化中心EPIC，这是一座投资规模达50亿美元的研发中心，旨在汇聚芯片制造商共同开展研发。 https://slicast.com/ko/article/ut6r07 Slicast ko 2026-10-13T23:01:22.000Z Applied Materials, 캘리포니아주 서니베일에 EPIC(Equipment and Process Innovation and Commercialization) 센터를 공개했습니다. 이 50억 달러 규모의 연구개발 센터는 반도체 제조사들이 한자리에 모이도록 설계되었습니다.