https://slicast.com/article/6kqvh2 Slicast en 2026-11-07T14:52:37.000Z The US has approved Nvidia chip sales to firms with China ties. https://slicast.com/zh/article/6kqvh2 Slicast zh-cn 2026-11-07T14:52:37.000Z 美国已批准英伟达向与中国有关联的企业出售芯片。 https://slicast.com/ko/article/6kqvh2 Slicast ko 2026-11-07T14:52:37.000Z 미국, 중국과 관계가 있는 기업에 대한 엔비디아 칩 판매를 승인했다. https://slicast.com/article/3kfqw Slicast en 2026-11-07T13:52:30.000Z SpaceX is behind a proposed 6 GW AI data center campus in Cochise County, Arizona. https://slicast.com/zh/article/3kfqw Slicast zh-cn 2026-11-07T13:52:30.000Z SpaceX 是亚利桑那州科奇斯县一个拟建 6 GW AI 数据中心园区项目的幕后推动方。 https://slicast.com/ko/article/3kfqw Slicast ko 2026-11-07T13:52:30.000Z SpaceX는 애리조나주 코치스 카운티에 제안된 6GW 규모 AI 데이터센터 캠퍼스의 배후에 있다. https://slicast.com/article/14uv63u Slicast en 2026-11-07T09:59:41.000Z Google has bought a Wyoming data center campus that Crusoe was unable to finish on its own. https://slicast.com/zh/article/14uv63u Slicast zh-cn 2026-11-07T09:59:41.000Z 谷歌收购了怀俄明州的一处数据中心园区，该园区此前由Crusoe因自身资金或能力所限未能完成建设。 https://slicast.com/ko/article/14uv63u Slicast ko 2026-11-07T09:59:41.000Z Google가 Crusoe 단독으로는 완공하지 못한 와이오밍 데이터센터 캠퍼스를 인수했다. https://slicast.com/article/nlp6vv Slicast en 2026-11-07T09:49:48.000Z The first deal for the $20 billion AI venture backed by Brookfield and Qatar is a data-center campus at Drax. https://slicast.com/zh/article/nlp6vv Slicast zh-cn 2026-11-07T09:49:48.000Z 由Brookfield与卡塔尔支持的200亿美元AI合资项目的首个交易,是位于Drax的数据中心园区。 https://slicast.com/ko/article/nlp6vv Slicast ko 2026-11-07T09:49:48.000Z Brookfield와 카타르가 지원하는 200억 달러 규모 AI 벤처의 첫 번째 거래는 Drax에 있는 데이터센터 캠퍼스다. https://slicast.com/article/1poind9 Slicast en 2026-11-07T09:45:23.000Z OpenAI has secured $11 billion in first-tranche funding for a round valuing the company at $1.25 trillion, with the total potentially reaching $20 billion, and is turning to wealthy private investors https://slicast.com/zh/article/1poind9 Slicast zh-cn 2026-11-07T09:45:23.000Z OpenAI已获得110亿美元首期融资,本轮估值为1.25万亿美元,融资总额可能达到200亿美元,公司正转向富有的私人投资者寻求更多资金。 https://slicast.com/ko/article/1poind9 Slicast ko 2026-11-07T09:45:23.000Z OpenAI가 기업가치 1조 2,500억 달러로 평가받는 이번 라운드에서 1차 투자금 110억 달러를 확보했으며, 총 투자 규모는 최대 200억 달러에 이를 수 있습니다. 회사는 추가 자금 조달을 위해 부유한 개인 투자자들을 대상으로 접촉을 확대하고 있습니다. https://slicast.com/commentary/mistral-2026-11-06 Slicast en 2026-11-06T21:49:17.844Z Why US-China AI Export Controls Could Test Mistral AI's €21 Billion Global Expansion https://slicast.com/zh/commentary/mistral-2026-11-06 Slicast zh-cn 2026-11-06T21:49:17.844Z 美中AI出口管制为何可能冲击Mistral AI的210亿欧元全球扩张战略 https://slicast.com/commentary/ssi-2026-11-06 Slicast en 2026-11-06T21:41:12.996Z Safe Superintelligence NVIDIA Investment: $5B Deal and Compute Expansion, July 2026 https://slicast.com/zh/commentary/ssi-2026-11-06 Slicast zh-cn 2026-11-06T21:41:12.996Z 英伟达50亿美元投资Safe Superintelligence：算力十倍扩展与芯片生态转向，2026年7月 https://slicast.com/commentary/nvidia-2026-11-06 Slicast en 2026-11-06T21:31:02.123Z Nvidia H200 Hong Kong Stockpile: China Import Freeze, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-06 Slicast zh-cn 2026-11-06T21:31:02.123Z 英伟达H200香港积压：中国进口受阻，2026年11月 https://slicast.com/commentary/nuscale-2026-11-06 Slicast en 2026-11-06T21:17:00.466Z NuScale Power Q3 2026 Results, November 2026: 13.6% Session Gain in Nuclear Sector Rebound https://slicast.com/zh/commentary/nuscale-2026-11-06 Slicast zh-cn 2026-11-06T21:17:00.466Z NuScale Power 2026年第三季度业绩，2026年11月：核能板块反弹中单日涨幅13.6% https://slicast.com/article/l1a10n Slicast en 2026-11-06T21:11:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death'; CRWV, IREN, NBIS Extend Slide https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-06T21:11:00.000Z Musk 警告 200+ neocloud "金鱼级灭绝",CoreWeave 债务市场几近关闭 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-06T21:11:00.000Z Elon Musk "네오클라우드 200여 곳, 구피 수준의 죽음 직면" 발언… CRWV, IREN, NBIS 하락세 지속 https://slicast.com/article/19mat2y Slicast en 2026-11-06T21:09:00.000Z Gartner Says Over $3.5 Trillion of AI Infrastructure Spending Could Be Exposed to Impairment by the End of 2030 https://slicast.com/zh/article/19mat2y Slicast zh-cn 2026-11-06T21:09:00.000Z Gartner:到 2030 年逾 $3.5T AI 基础设施投资面临减值,80%+ neocloud 或停止独立运营 https://slicast.com/ko/article/19mat2y Slicast ko 2026-11-06T21:09:00.000Z Gartner, "2030년 말까지 3조 5천억 달러 이상의 AI 인프라 투자가 손상 위험에 노출될 수 있다"고 밝혔다. https://slicast.com/article/wogds0 Slicast en 2026-11-06T21:08:00.000Z NVIDIA's next-gen Rubin GPUs enter production, gets HBM4 samples from all major DRAM makers https://slicast.com/zh/article/wogds0 Slicast zh-cn 2026-11-06T21:08:00.000Z NVIDIA Vera Rubin 量产推进中,HBM4 供应链 SK Hynix 占逾 54% 份额,TSMC 先进封装仍为瓶颈 https://slicast.com/ko/article/wogds0 Slicast ko 2026-11-06T21:08:00.000Z NVIDIA의 차세대 Rubin GPU, 양산 단계 진입… 주요 DRAM 제조사 전사로부터 HBM4 샘플 확보 https://slicast.com/article/7c1i28 Slicast en 2026-11-06T21:06:00.000Z Voters rebuff data centers in every ballot measure except one during the 2026 midterms https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-06T21:06:00.000Z 10 州 41 项数据中心公投:40/41 通过限制,Morgan Stanley 警告美国将"碎片化分裂" https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-06T21:06:00.000Z 2026년 중간선거에서 유권자들은 한 곳을 제외한 모든 주민투표에서 데이터센터 건설에 반대표를 던졌다. https://slicast.com/article/haa80t Slicast en 2026-11-06T21:05:00.000Z Anthropic IPO Valuation Talks Fall to $1.2T After AI Stock Selloff https://slicast.com/zh/article/haa80t Slicast zh-cn 2026-11-06T21:05:00.000Z Anthropic IPO 目标估值从 $1.5T 大幅下调至约 $1.2T,路演拟于 11 月 9 日当周启动 https://slicast.com/ko/article/haa80t Slicast ko 2026-11-06T21:05:00.000Z Anthropic IPO 기업가치 협상, AI 주가 급락에 1.2조 달러로 하락 https://slicast.com/article/8mlcsf Slicast en 2026-11-06T21:04:00.000Z CoreWeave Stock Gains Friday: What's Happening? https://slicast.com/zh/article/8mlcsf Slicast zh-cn 2026-11-06T21:04:00.000Z CoreWeave 周五收涨 10.83% 至 $48.39,但据报道债务 $516 亿、负自由现金流 $136.6 亿;周二发布财报 https://slicast.com/ko/article/8mlcsf Slicast ko 2026-11-06T21:04:00.000Z CoreWeave 주가 금요일 상승: 무슨 일이 있었나? https://slicast.com/article/3ird0k Slicast en 2026-11-06T21:03:00.000Z Google Plans $17 Billion Wyoming Data Center; Google Takes Over Wyoming Data Center That Crusoe Had Pitched https://slicast.com/zh/article/3ird0k Slicast zh-cn 2026-11-06T21:03:00.000Z Google 豪掷 $170 亿接管怀俄明州数据中心,收购 Crusoe 未落地项目,承诺 100% 自付电费 + CCS https://slicast.com/ko/article/3ird0k Slicast ko 2026-11-06T21:03:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 계획… 크루소가 제안했던 와이오밍 데이터센터 인수 https://slicast.com/article/pd1rkl Slicast en 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock https://slicast.com/zh/article/pd1rkl Slicast zh-cn 2026-11-06T21:02:00.000Z 中期选举民主党大胜 — Nasdaq 100 单日暴跌 6.4%、蒸发 $2.3T,Sanders 喊话"立即全国数据中心禁令" https://slicast.com/ko/article/pd1rkl Slicast ko 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock Translation: 중간선거 대승 이후 민주당 상위 지도부, AI 인프라 확장 억제 촉구; 중간선거 충격에 AI 주식 급락 https://slicast.com/article/1q2u1m3 Slicast en 2026-11-06T21:01:00.000Z IREN Stock Rises 18% as AI Cloud Revenue Jumps 182% to $200M; Cloudflare Just Had Its "Best Quarter Ever" on the Day Tech Crashed https://slicast.com/zh/article/1q2u1m3 Slicast zh-cn 2026-11-06T21:01:00.000Z IREN Q1 FY27 财报超预期:AI 云营收暴增 182% 至 $2 亿,86% 毛利率带动板块全面反弹 https://slicast.com/ko/article/1q2u1m3 Slicast ko 2026-11-06T21:01:00.000Z IREN 주가, AI 클라우드 매출 182% 급증해 2억 달러 기록하며 18% 상승... 기술주 폭락일 Cloudflare는 "역대 최고 분기" 달성 https://slicast.com/commentary/oklo-2026-11-06 Slicast en 2026-11-06T21:00:27.972Z Oklo Surges 24% in November 2026 as Reports Cite Narrower Loss and Nuclear Sector Rebound; Wedbush Initiates with Buy https://slicast.com/zh/commentary/oklo-2026-11-06 Slicast zh-cn 2026-11-06T21:00:27.972Z Oklo（OKLO）2026年11月单日涨24%：报道援引亏损收窄及核能板块反弹，Wedbush启动买入覆盖 https://slicast.com/commentary/applied-digital-2026-11-06 Slicast en 2026-11-06T20:22:05.542Z Applied Digital (APLD) Financing Squeeze and Stock Volatility, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-06 Slicast zh-cn 2026-11-06T20:22:05.542Z Applied Digital（APLD）：融资压力与股价震荡，2026年11月 https://slicast.com/brief/2026-11-07 Slicast en 2026-11-06T20:08:14.865Z Latest AI Infrastructure News: November 7, 2026 https://slicast.com/zh/brief/2026-11-07 Slicast zh-cn 2026-11-06T20:08:14.865Z AI 基础设施新闻早报 · 2026年11月7日 https://slicast.com/ko/brief/2026-11-07 Slicast ko 2026-11-06T20:08:14.865Z 최신 AI 인프라 뉴스 · 2026년 11월 7일 https://slicast.com/article/s4bfho Slicast en 2026-11-06T19:40:07.000Z Brookfield (BAM) has posted the transcript of its Q3 2026 earnings call. https://slicast.com/zh/article/s4bfho Slicast zh-cn 2026-11-06T19:40:07.000Z Brookfield（BAM）已发布其2026年第三季度财报电话会议的文字实录。 https://slicast.com/ko/article/s4bfho Slicast ko 2026-11-06T19:40:07.000Z Brookfield(BAM)가 2026년 3분기 실적 발표 콜의 녹취록을 공개했습니다. https://slicast.com/article/1bvnbmj Slicast en 2026-11-06T19:08:04.000Z Crusoe has handed Google a pre-developed AI data center site in Wyoming. https://slicast.com/zh/article/1bvnbmj Slicast zh-cn 2026-11-06T19:08:04.000Z Crusoe已将一处经过前期开发的AI数据中心选址交付给谷歌，地点位于怀俄明州。 https://slicast.com/ko/article/1bvnbmj Slicast ko 2026-11-06T19:08:04.000Z Crusoe가 Google에 와이오밍주의 사전 개발된 AI 데이터센터 부지를 넘겼다. https://slicast.com/article/fquk3g Slicast en 2026-11-06T19:07:41.000Z According to The New York Times, old, polluting jet engines are being scavenged and repurposed to generate power for data centers. https://slicast.com/zh/article/fquk3g Slicast zh-cn 2026-11-06T19:07:41.000Z 据《纽约时报》报道，老旧、高污染的喷气发动机正被回收拆解，用于为数据中心发电。 https://slicast.com/ko/article/fquk3g Slicast ko 2026-11-06T19:07:41.000Z 뉴욕타임스에 따르면, 오래되고 공해를 유발하는 제트 엔진을 회수해 데이터센터에 전력을 공급하는 용도로 개조하는 사례가 늘고 있다. https://slicast.com/article/160mu0g Slicast en 2026-11-06T19:02:25.000Z Crusoe Announces Wyoming Data Center Campus Update https://slicast.com/zh/article/160mu0g Slicast zh-cn 2026-11-06T19:02:25.000Z Crusoe 宣布怀俄明州数据中心园区最新进展 https://slicast.com/ko/article/160mu0g Slicast ko 2026-11-06T19:02:25.000Z Crusoe, Wyoming 데이터센터 캠퍼스 업데이트 발표 https://slicast.com/article/12nncwb Slicast en 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar says the data-center buildout will continue after the US midterm elections. https://slicast.com/zh/article/12nncwb Slicast zh-cn 2026-11-06T18:51:04.000Z OpenAI首席财务官Sarah Friar表示，美国中期选举之后，数据中心建设将继续推进。 https://slicast.com/ko/article/12nncwb Slicast ko 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar는 미국 중간선거 이후에도 데이터센터 구축이 계속될 것이라고 말했다. https://slicast.com/article/1y5u239 Slicast en 2026-11-06T18:32:59.000Z Core Scientific has sold 816 BTC and now holds just 32 BTC as it accelerates its AI pivot. https://slicast.com/zh/article/1y5u239 Slicast zh-cn 2026-11-06T18:32:59.000Z Core Scientific已出售816枚比特币，目前仅持有32枚，其向AI基础设施转型的步伐正在加快。 https://slicast.com/ko/article/1y5u239 Slicast ko 2026-11-06T18:32:59.000Z Core Scientific가 816 BTC를 매각하고 현재 32 BTC만 보유하고 있으며, AI 전환을 가속하고 있습니다. https://slicast.com/article/1506skc Slicast en 2026-11-06T18:23:03.000Z AWS has added NVIDIA GPU partitioning to SageMaker inference endpoints. https://slicast.com/zh/article/1506skc Slicast zh-cn 2026-11-06T18:23:03.000Z AWS已为SageMaker推理端点加入英伟达图形处理器分区功能。 https://slicast.com/ko/article/1506skc Slicast ko 2026-11-06T18:23:03.000Z AWS가 SageMaker 추론 엔드포인트에 NVIDIA GPU 파티셔닝 기능을 추가했다. https://slicast.com/article/17jxgiv Slicast en 2026-11-06T18:00:00.000Z Duke Energy says it will stay the course on its data-center-driven growth plan after the 'historic' election, with its large-load pipeline of 15.4 GW virtually unchanged since the first quarter of 202 https://slicast.com/zh/article/17jxgiv Slicast zh-cn 2026-11-06T18:00:00.000Z 杜克能源表示，在历史性选举之后，其数据中心驱动的增长计划保持不变：大负荷项目储备自2026年第一季度以来基本维持在15.4吉瓦，同时推进1030亿美元的投资计划。 https://slicast.com/ko/article/17jxgiv Slicast ko 2026-11-06T18:00:00.000Z Duke Energy는 '역사적인' 선거 이후에도 데이터센터 중심 성장 계획을 유지하겠다고 밝혔다. 2026년 1분기 이후 15.4GW 규모의 대형 부하 파이프라인은 사실상 변동이 없으며, 회사는 1,030억 달러 규모의 투자 계획을 추진하고 있다. https://slicast.com/article/nteidi Slicast en 2026-11-06T17:39:00.000Z OpenAI is rebranding data centers as 'compute campuses' and promising local benefits to win over opponents. https://slicast.com/zh/article/nteidi Slicast zh-cn 2026-11-06T17:39:00.000Z OpenAI正将数据中心改称为“compute campuses”，并承诺为当地带来收益，以争取反对者的支持。 https://slicast.com/ko/article/nteidi Slicast ko 2026-11-06T17:39:00.000Z OpenAI는 데이터센터를 '컴퓨팅 캠퍼스'로 재브랜딩하며, 반대 여론을 누그러뜨리기 위해 지역 사회에 대한 혜택을 약속하고 있다. https://slicast.com/article/n0xvlj Slicast en 2026-11-06T17:36:43.000Z Data Center Fire Suppression Systems Market Size, Share & https://slicast.com/zh/article/n0xvlj Slicast zh-cn 2026-11-06T17:36:43.000Z 数据中心消防抑制系统市场规模、份额与…… https://slicast.com/ko/article/n0xvlj Slicast ko 2026-11-06T17:36:43.000Z 데이터센터 화재 진압 시스템 시장 규모, 점유율 및 https://slicast.com/article/1v1f6yd Slicast en 2026-11-06T17:34:34.000Z Musk's firm SpaceXAI plans a data center in Arizona that the company says will reach 6 GW of capacity, with construction possibly starting in March 2027. https://slicast.com/zh/article/1v1f6yd Slicast zh-cn 2026-11-06T17:34:34.000Z 马斯克旗下公司SpaceXAI计划在亚利桑那州建设一座数据中心，公司称其容量将达到6吉瓦，施工或最早于2027年3月开始。 https://slicast.com/ko/article/1v1f6yd Slicast ko 2026-11-06T17:34:34.000Z 머스크의 기업 SpaceXAI는 아리조나주에 데이터센터를 건설할 계획이며, 회사는 이 시설의 용량이 6GW에 이를 것이라고 밝혔습니다. 공사는 2027년 3월에 시작될 수도 있습니다. https://slicast.com/article/1t7rua Slicast en 2026-11-06T17:34:00.000Z Vistra posted record Q3 2026 adjusted EBITDA of $2.38 billion, introduced 2027 guidance of $7.7–$8.5 billion, and set a target of $24 FCF per share by 2030. https://slicast.com/zh/article/1t7rua Slicast zh-cn 2026-11-06T17:34:00.000Z Vistra公布2026年第三季度调整后息税折旧摊销前利润创纪录达23.8亿美元，给出2027年指引为77亿至85亿美元，并设定2030年每股自由现金流24美元的目标。 https://slicast.com/ko/article/1t7rua Slicast ko 2026-11-06T17:34:00.000Z Vistra, 2026년 3분기 조정 EBITDA 23억 8천만 달러로 사상 최고치를 기록했으며, 2027년 가이던스로 77억~85억 달러를 제시하고 2030년까지 주당 잉여현금흐름(FCF) 24달러를 목표로 설정했다. https://slicast.com/article/1hw565k Slicast en 2026-11-06T17:13:26.000Z Lumai is testing optical AI servers in a UK lab to see whether shifting inference prefill work off GPUs can ease data-center power constraints. https://slicast.com/zh/article/1hw565k Slicast zh-cn 2026-11-06T17:13:26.000Z Lumai正在英国实验室测试光学AI服务器，以验证将推理预填充任务从图形处理器上转移出去，能否缓解数据中心的电力限制。 https://slicast.com/ko/article/1hw565k Slicast ko 2026-11-06T17:13:26.000Z Lumai는 영국 연구소에서 광학 AI 서버를 시험하며, 추론의 프리필(prefill) 작업을 GPU에서 분리하는 방식이 데이터센터의 전력 제약을 완화할 수 있는지 검증하고 있다. https://slicast.com/article/1z03h2o Slicast en 2026-11-06T17:02:24.000Z According to CNBC, CoreWeave's bond yield has climbed above 16%, making the AI 'credit card' more expensive for neoclouds. https://slicast.com/zh/article/1z03h2o Slicast zh-cn 2026-11-06T17:02:24.000Z 据CNBC报道，CoreWeave的债券收益率已突破16%，AI基础设施的‘信用卡’式融资成本正在攀升。 https://slicast.com/ko/article/1z03h2o Slicast ko 2026-11-06T17:02:24.000Z CNBC에 따르면 CoreWeave의 채권 수익률이 16%를 넘어서며, 신흥 클라우드 기업(neocloud)들에게 AI '신용카드'의 비용이 더 높아졌다. https://slicast.com/article/10ihk5j Slicast en 2026-11-06T16:41:46.000Z VAST Data says it has more than $10 billion in AI infrastructure commitments from 14 customers. https://slicast.com/zh/article/10ihk5j Slicast zh-cn 2026-11-06T16:41:46.000Z VAST Data称，其已从14家客户处获得超过100亿美元的AI基础设施承诺。 https://slicast.com/ko/article/10ihk5j Slicast ko 2026-11-06T16:41:46.000Z VAST Data는 14개 고객으로부터 100억 달러 이상의 AI 인프라 계약을 확보했다고 밝혔다. https://slicast.com/article/df7rj6 Slicast en 2026-11-06T16:24:19.000Z KuCoin reports that OpenAI and Anthropic will capture 25–40% of global new AI compute in 2027. https://slicast.com/zh/article/df7rj6 Slicast zh-cn 2026-11-06T16:24:19.000Z KuCoin报道称，OpenAI和Anthropic将在2027年占据全球新增人工智能算力的25%至40%。 https://slicast.com/ko/article/df7rj6 Slicast ko 2026-11-06T16:24:19.000Z KuCoin은 2027년 전 세계 신규 AI 컴퓨팅의 25~40%를 OpenAI와 Anthropic이 차지할 것이라고 발표했다. https://slicast.com/article/abgq2f Slicast en 2026-11-06T16:22:53.000Z Record bookings are supporting a third raise to Equinix's 2026 outlook, according to ad-hoc-news.de. https://slicast.com/zh/article/abgq2f Slicast zh-cn 2026-11-06T16:22:53.000Z 据ad-hoc-news.de报道，创纪录的订单量支撑Equinix第三次上调2026年业绩指引。 https://slicast.com/ko/article/abgq2f Slicast ko 2026-11-06T16:22:53.000Z 기록적인 수주 실적에 힘입어 ad-hoc-news.de에 따르면 Equinix가 2026년 전망치를 세 번째로 상향 조정했다. https://slicast.com/article/abqi9m Slicast en 2026-11-06T16:20:31.000Z Investors are reacting to Black Hills' strong earnings and a Google data center deal, according to Simply Wall St. https://slicast.com/zh/article/abqi9m Slicast zh-cn 2026-11-06T16:20:31.000Z 据Simply Wall St报道，投资者正对Black Hills的强劲财报及其与谷歌的数据中心协议作出反应。 https://slicast.com/ko/article/abqi9m Slicast ko 2026-11-06T16:20:31.000Z Simply Wall St에 따르면, 투자자들은 Black Hills의 견조한 실적과 Google 데이터센터 계약에 반응하고 있다. https://slicast.com/article/goycwh Slicast en 2026-11-06T16:12:58.000Z CBS News reports that connecting data centers to Illinois' electrical grid is estimated to cost ComEd more than $3 billion. https://slicast.com/zh/article/goycwh Slicast zh-cn 2026-11-06T16:12:58.000Z CBS News报道，ComEd为将数据中心接入伊利诺伊州电网，预计需要承担超过30亿美元的成本。 https://slicast.com/ko/article/goycwh Slicast ko 2026-11-06T16:12:58.000Z CBS News는 일리노이주 전력망에 데이터센터를 연결하는 데 ComEd가 30억 달러 이상을 부담하게 될 것으로 추정된다고 보도했다. https://slicast.com/article/11kjc1o Slicast en 2026-11-06T16:10:36.000Z Sempra expects a 20% increase to Oncor's capital plan, driven by load growth, and CEO Allen Nye said 'it's too soon to tell exactly' how the midterm elections will affect the utility. https://slicast.com/zh/article/11kjc1o Slicast zh-cn 2026-11-06T16:10:36.000Z Sempra预计，受负载增长驱动，Oncor的资本支出计划将增加20%；首席执行官Allen Nye表示，目前还很难准确判断中期选举结果将如何影响Oncor。 https://slicast.com/ko/article/11kjc1o Slicast ko 2026-11-06T16:10:36.000Z Sempra는 부하 증가에 따라 Oncor의 자본 계획이 20% 늘어날 것으로 예상하고 있으며, Allen Nye 최고경영자(CEO)는 중간선거가 해당 유틸리티에 미칠 영향에 대해 "정확히 말하기에는 아직 이르다"고 밝혔다. https://slicast.com/article/1hgmr6x Slicast en 2026-11-06T16:07:30.000Z Citrini says AI capex growth may have peaked, even as hyperscaler spending nears $1 trillion, according to tokenpost. https://slicast.com/zh/article/1hgmr6x Slicast zh-cn 2026-11-06T16:07:30.000Z 据tokenpost报道，Citrini认为人工智能资本支出增速可能已经见顶，而超大规模云服务商的支出已接近1万亿美元。 https://slicast.com/ko/article/1hgmr6x Slicast ko 2026-11-06T16:07:30.000Z Citrini는 AI 설비투자 증가세가 정점을 찍었을 수 있다고 말했으며, 이는 하이퍼스케일러 지출이 1조 달러에 육박하는 상황에서 나온 것이라고 tokenpost가 보도했다. https://slicast.com/article/169feio Slicast en 2026-11-06T16:05:00.000Z Oklo shares jumped 19% on a narrower-than-expected loss, while NuScale Power rose 15% and Nano Nuclear Energy rose 9% as nuclear stocks rebounded. https://slicast.com/zh/article/169feio Slicast zh-cn 2026-11-06T16:05:00.000Z Oklo股价因亏损收窄好于预期上涨19%，NuScale Power上涨15%，Nano Nuclear Energy上涨9%，核能概念股整体反弹。 https://slicast.com/ko/article/169feio Slicast ko 2026-11-06T16:05:00.000Z Oklo 주가는 예상보다 작은 손실을 기록하면서 19% 급등했으며, NuScale Power는 15%, Nano Nuclear Energy는 9% 상승하는 등 원자력 관련주가 반등했다. https://slicast.com/article/8h4lzi Slicast en 2026-11-06T16:00:35.000Z How NVIDIA Open Source Tools Are Helping Researchers Build Next-Generation 6G Networks https://slicast.com/zh/article/8h4lzi Slicast zh-cn 2026-11-06T16:00:35.000Z NVIDIA 开源工具如何助力研究人员构建下一代6G网络 https://slicast.com/ko/article/8h4lzi Slicast ko 2026-11-06T16:00:35.000Z NVIDIA 오픈소스 도구가 연구자들의 차세대 6G 네트워크 구축을 돕는 방법 https://slicast.com/article/189uoig Slicast en 2026-11-06T15:59:50.000Z Fortinet is expanding its AI security offering through Equinix, according to ad-hoc-news.de. https://slicast.com/zh/article/189uoig Slicast zh-cn 2026-11-06T15:59:50.000Z 据ad-hoc-news.de报道，Fortinet正通过Equinix扩大其人工智能安全业务的覆盖范围。 https://slicast.com/ko/article/189uoig Slicast ko 2026-11-06T15:59:50.000Z Fortinet은 ad-hoc-news.de에 따르면 Equinix를 통해 AI 보안 서비스를 확대하고 있다. https://slicast.com/article/rqgc2h Slicast en 2026-11-06T15:33:00.000Z Stop Dirty Data Centres has called two days of 'days of action' protests across Europe, following anti-data center midterm campaigns in the US. https://slicast.com/zh/article/rqgc2h Slicast zh-cn 2026-11-06T15:33:00.000Z Stop Dirty Data Centres发起为期两天的欧洲范围“行动日”抗议，此前美国期中选举中已出现反数据中心的议题。 https://slicast.com/ko/article/rqgc2h Slicast ko 2026-11-06T15:33:00.000Z Stop Dirty Data Centres는 미국의 데이터센터 반대 중간선거 운동에 이어, 유럽 전역에서 이틀간의 '행동의 날' 시위를 주최한다고 발표했다. https://slicast.com/article/s9dyqc Slicast en 2026-11-06T15:31:41.000Z ING Bank is looking to sell $500m of data center loans at once, including loans tied to the Stargate site, in what Data Center Dynamics describes as a wobbly market. https://slicast.com/zh/article/s9dyqc Slicast zh-cn 2026-11-06T15:31:41.000Z ING Bank正寻求一次性出售5亿美元数据中心贷款，其中包括与Stargate站点相关的贷款，市场环境被描述为动荡不稳。 https://slicast.com/ko/article/s9dyqc Slicast ko 2026-11-06T15:31:41.000Z ING Bank은 Stargate 사이트와 관련된 대출을 포함해 데이터센터 대출 5억 달러어치를 한꺼번에 매각하려 하고 있으며, Data Center Dynamics는 이를 불안정한 시장 상황으로 묘사했다. https://slicast.com/article/zfaog5 Slicast en 2026-11-06T15:15:00.000Z The Register reports that the DoJ's 'Super Intelligence Task Force' is up and running, tasked with countering anyone who wishes to undermine US AI supremacy. https://slicast.com/zh/article/zfaog5 Slicast zh-cn 2026-11-06T15:15:00.000Z 据The Register报道，美国司法部的“Super Intelligence Task Force”已正式运作，负责应对任何阻挠美国人工智能霸主地位的行为。 https://slicast.com/ko/article/zfaog5 Slicast ko 2026-11-06T15:15:00.000Z The Register는 법무부(DoJ)의 'Super Intelligence Task Force'가 가동을 시작했으며, 미국의 AI 우위를 약화시키려는 모든 세력에 대응하는 임무를 맡았다고 보도했다. https://slicast.com/article/1xjnkre Slicast en 2026-11-06T15:13:00.000Z More than 100 protesters broke into a Microsoft data center construction site in Amsterdam, protesting water use, AI and ties to Israel. https://slicast.com/zh/article/1xjnkre Slicast zh-cn 2026-11-06T15:13:00.000Z 100多名抗议者闯入微软位于阿姆斯特丹的数据中心建设工地，抗议用水、人工智能以及该公司与以色列的关联。 https://slicast.com/ko/article/1xjnkre Slicast ko 2026-11-06T15:13:00.000Z 암스테르담의 Microsoft 데이터센터 건설 현장에 100여 명의 시위대가 침입했다. 이들은 물 사용, AI, 이스라엘과의 관계에 항의하고 있다. https://slicast.com/article/16ussr0 Slicast en 2026-11-06T15:12:51.000Z Ad-hoc-news reports that GE Vernova faces fresh risk from US data-center reviews, though the snippet does not specify the scope of those reviews. https://slicast.com/zh/article/16ussr0 Slicast zh-cn 2026-11-06T15:12:51.000Z 据ad-hoc-news.de报道，GE Vernova面临美国数据中心审查带来的新增风险，但摘要未说明审查的具体范围。 https://slicast.com/ko/article/16ussr0 Slicast ko 2026-11-06T15:12:51.000Z GE Vernova는 미국 데이터센터 검토로 인해 새로운 리스크에 직면해 있다고 Ad-hoc-news가 보도했다. 다만 해당 기사에는 검토의 범위가 명시되어 있지 않다. https://slicast.com/article/1rbabqf Slicast en 2026-11-06T15:08:00.000Z Nvidia is providing billions of dollars to expand advanced AI chip-packaging capacity at a Taiwanese supplier, according to The Times of India. https://slicast.com/zh/article/1rbabqf Slicast zh-cn 2026-11-06T15:08:00.000Z 据The Times of India报道，Nvidia正投入数十亿美元，扩大一家台湾供应商的先进人工智能芯片封装产能。 https://slicast.com/ko/article/1rbabqf Slicast ko 2026-11-06T15:08:00.000Z Nvidia는 Times of India 보도에 따르면 대만 공급업체의 첨단 AI 칩 패키징 생산능력 확충을 위해 수십억 달러를 지원하고 있다. https://slicast.com/article/14445vv Slicast en 2026-11-06T15:02:30.000Z Data Center Frontier, via DCF Global, examines what it calls Britain's new 'bargain' with the AI data center industry. https://slicast.com/zh/article/14445vv Slicast zh-cn 2026-11-06T15:02:30.000Z Data Center Frontier旗下DCF Global分析了英国与人工智能数据中心行业之间所谓的新“互利安排”。 https://slicast.com/ko/article/14445vv Slicast ko 2026-11-06T15:02:30.000Z Data Center Frontier(DCF Global 제공)는 영국이 AI 데이터센터 산업과 맺은 새로운 '거래(bargain)'의 의미를 분석한다. https://slicast.com/article/1b9qqn5 Slicast en 2026-11-06T14:56:59.000Z Bloomberg reports that Nvidia's AI chip exports are emerging as a target for Democrats in Congress. https://slicast.com/zh/article/1b9qqn5 Slicast zh-cn 2026-11-06T14:56:59.000Z 据彭博社报道，Nvidia的人工智能芯片出口正成为美国国会民主党人的审查对象。 https://slicast.com/ko/article/1b9qqn5 Slicast ko 2026-11-06T14:56:59.000Z Bloomberg는 엔비디아의 AI 칩 수출이 의회 민주당의 новых 공격 대상으로 떠오르고 있다고 보도했다. Wait, I must correct that: the output above contains a Cyrillic word and is wrong. Here is the correct translation: Bloomberg는 엔비디아의 AI https://slicast.com/article/mit974 Slicast en 2026-11-06T14:56:32.000Z NASK has fleshed out plans for Poland's National Data Processing Center, where the first phase will now require up to 15MW of power. https://slicast.com/zh/article/mit974 Slicast zh-cn 2026-11-06T14:56:32.000Z NASK已细化波兰国家数据处理中心的规划，其一期工程目前需要高达15MW的电力。 https://slicast.com/ko/article/mit974 Slicast ko 2026-11-06T14:56:32.000Z NASK는 폴란드 국가데이터처리센터에 대한 계획을 구체화했으며, 1단계에는 최대 15MW의 전력이 필요할 것으로 보입니다. https://slicast.com/article/9joolx Slicast en 2026-11-06T14:50:38.000Z DTE Energy has raised its five-year utility investment plan to $44bn, an increase of almost $10bn, and cites data center demand as the driver. https://slicast.com/zh/article/9joolx Slicast zh-cn 2026-11-06T14:50:38.000Z DTE Energy将其五年期公用事业投资计划上调至440亿美元，增加近100亿美元，并将数据中心需求列为主要原因。 https://slicast.com/ko/article/9joolx Slicast ko 2026-11-06T14:50:38.000Z DTE Energy가 5개년 공익사업 투자 계획을 440억 달러로 상향 조정했다고 밝혔으며, 이는 약 100억 달러 증가한 규모다. 회사는 데이터센터 수요를 주요 동인으로 꼽았다. https://slicast.com/article/1ov6pdz Slicast en 2026-11-06T14:41:39.000Z Global Data Center Processor Market Size, Share, Trends, https://slicast.com/zh/article/1ov6pdz Slicast zh-cn 2026-11-06T14:41:39.000Z 全球数据中心处理器市场规模、份额、趋势…… https://slicast.com/ko/article/1ov6pdz Slicast ko 2026-11-06T14:41:39.000Z 글로벌 데이터센터 프로세서 시장 규모, 점유율, 동향, https://slicast.com/article/1qooz9r Slicast en 2026-11-06T14:36:39.000Z China Data Center Router Market Report: Trends and Forecast https://slicast.com/zh/article/1qooz9r Slicast zh-cn 2026-11-06T14:36:39.000Z 中国数据中心路由器市场报告:趋势与预测 https://slicast.com/ko/article/1qooz9r Slicast ko 2026-11-06T14:36:39.000Z 중국 데이터센터 라우터 시장 보고서: 동향 및 전망 https://slicast.com/article/1thavcb Slicast en 2026-11-06T14:23:36.000Z Alphabet has built a stake in Qualcomm (QCOM) worth $548 million, which TipRanks reports is intended to back its AI data center push. https://slicast.com/zh/article/1thavcb Slicast zh-cn 2026-11-06T14:23:36.000Z Alphabet已持有价值5.48亿美元的高通股票（QCOM），据报道此举旨在支持其人工智能数据中心扩张。 https://slicast.com/ko/article/1thavcb Slicast ko 2026-11-06T14:23:36.000Z Alphabet은 Qualcomm(QCOM)에 5억 4,800만 달러 규모의 지분을 확보한 것으로 나타났으며, TipRanks는 이번 투자가 AI 데이터센터 확대를 뒷받침하기 위한 것이라고 보도했다. https://slicast.com/article/11vyafi Slicast en 2026-11-06T14:18:16.000Z Core Scientific and IREN both plan to be largely out of bitcoin mining by year-end as they shift capacity to AI hosting. https://slicast.com/zh/article/11vyafi Slicast zh-cn 2026-11-06T14:18:16.000Z Core Scientific与IREN均计划在年底前基本退出比特币挖矿，将产能转向人工智能托管业务。 https://slicast.com/ko/article/11vyafi Slicast ko 2026-11-06T14:18:16.000Z Core Scientific와 IREN은 모두 AI 호스팅으로 용량을 전환하면서 연말까지 비트코인 채굴 사업을 대부분 정리할 계획이다. https://slicast.com/article/1d70gn6 Slicast en 2026-11-06T14:15:24.000Z DTE Energy is expanding its investment plan by 30% and selling its unregulated subsidiary DTE Vantage in a $3 billion deal to fund growth, with CEO Joi Harris saying the company is becoming 'a higher https://slicast.com/zh/article/1d70gn6 Slicast zh-cn 2026-11-06T14:15:24.000Z DTE Energy将投资计划扩大30%，并以30亿美元出售非受监管子公司DTE Vantage，为增长提供资金；该公司首席执行官表示，DTE正转变为「优质高增长公用事业公司」和「业务更简单的公司」。 https://slicast.com/ko/article/1d70gn6 Slicast ko 2026-11-06T14:15:24.000Z DTE Energy는 성장 자금 마련을 위해 30% 규모로 투자 계획을 확대하고, 비규제 자회사 DTE Vantage를 30억 달러 규모 거래로 매각한다. 조이 해리스(Joi Harris) CEO는 회사가 "더 높은 성장 프리미엄을 누리는 유틸리티"이자 "더 단순한 사업"으로 전환하고 있다고 밝혔다. https://slicast.com/article/9dt003 Slicast en 2026-11-06T14:15:00.000Z Jensen Huang says Nvidia's next-generation Vera Rubin chips will generate $40 billion in revenue per gigawatt, up from $25 billion for Grace Blackwell. https://slicast.com/zh/article/9dt003 Slicast zh-cn 2026-11-06T14:15:00.000Z 黄仁勋表示，英伟达下一代Vera Rubin芯片每吉瓦可产生400亿美元营收，高于Grace Blackwell的250亿美元。 https://slicast.com/ko/article/9dt003 Slicast ko 2026-11-06T14:15:00.000Z Jensen Huang은 Nvidia의 차세대 Vera Rubin 칩이 기가와트당 400억 달러의 매출을 creating할 것이라고 말했으며, 이는 Grace Blackwell의 250억 달러에서 증가한 수치라고 밝혔다. Wait, I need to correct that: I accidentally wrote an English word and miss https://slicast.com/article/1yqh67f Slicast en 2026-11-06T14:13:37.000Z TrendForce highlights 14x HBM capacity and 3.2TB per XPU as new approaches to the AI memory wall. https://slicast.com/zh/article/1yqh67f Slicast zh-cn 2026-11-06T14:13:37.000Z TrendForce报告称，新方案可将高带宽内存容量提升至14倍，并使每颗加速芯片的内存容量达到3.2TB，以应对人工智能的内存墙问题。 https://slicast.com/ko/article/1yqh67f Slicast ko 2026-11-06T14:13:37.000Z TrendForce, AI 메모리 장벽을 해결하기 위한 새로운 접근법으로 HBM 용량 14배 확대와 XPU당 3.2TB 제시 https://slicast.com/article/129bvas Slicast en 2026-11-06T14:09:46.000Z OpenAI has set a 'community compact' for its future compute campuses, a framework for how the sites will engage the local communities that host them. https://slicast.com/zh/article/129bvas Slicast zh-cn 2026-11-06T14:09:46.000Z OpenAI为其未来的计算园区制定了「社区公约」，规范园区与所在社区的互动方式。 https://slicast.com/ko/article/129bvas Slicast ko 2026-11-06T14:09:46.000Z OpenAI는 향후 컴퓨팅 캠퍼스를 위한 '커뮤니티 협약(community compact)'을 마련했으며, 이는 해당 시설이 지역 사회와 어떻게 소통하고 협력할지에 대한 틀이다. https://slicast.com/article/dcx221 Slicast en 2026-11-06T14:08:00.000Z Almost 600,000 Nvidia H200 chips are reportedly stranded in Hong Kong as Chinese authorities stall import approvals, with only limited quantities cleared for some companies. https://slicast.com/zh/article/dcx221 Slicast zh-cn 2026-11-06T14:08:00.000Z 据报道，近60万颗英伟达H200芯片滞留在香港，原因是中国政府拖延进口审批；部分企业仅获得有限数量，大批量货运仍处于停滞状态。 https://slicast.com/ko/article/dcx221 Slicast ko 2026-11-06T14:08:00.000Z 거래 보도에 따르면 중국 당국이 수입 승인을 지연하면서 약 60만 개의 Nvidia H200 칩이 홍콩에 발이 묶여 있으며, 일부 기업에만 제한된 물량이 통관된 것으로 전해졌다. https://slicast.com/article/mc78m1 Slicast en 2026-11-06T14:00:00.000Z GlobalFoundries detailed its FDX Fusion technology, which it says delivers 7nm-class performance and 8nm-class logic density without EUV tools using planar FD-SOI transistors, with high-volume manufac https://slicast.com/zh/article/mc78m1 Slicast zh-cn 2026-11-06T14:00:00.000Z 格芯披露了其FDX Fusion技术细节，称该技术无需极紫外光刻设备即可实现7纳米级性能和8纳米级逻辑密度，采用平面全耗尽绝缘体上硅晶体管，目标于2030年实现大规模量产。 https://slicast.com/ko/article/mc78m1 Slicast ko 2026-11-06T14:00:00.000Z GlobalFoundries는 FDX Fusion 기술을 상세히 공개했습니다. 이 기술은 평면형 FD-SOI 트랜지스터를 사용해 EUV 장비 없이도 7nm급 성능과 8nm급 로직 집적도를 구현한다고 밝혔으며, 2030년 대량 생산을 목표로 하고 있습니다. https://slicast.com/article/15n80it Slicast en 2026-11-06T13:59:09.000Z Protesters stormed a Microsoft AI data center construction site, and the Stop Dirty Data Centers coalition says more actions are planned. https://slicast.com/zh/article/15n80it Slicast zh-cn 2026-11-06T13:59:09.000Z 抗议者冲入微软人工智能数据中心建设工地，「Stop Dirty Data Centers」联盟表示还将采取更多行动。 https://slicast.com/ko/article/15n80it Slicast ko 2026-11-06T13:59:09.000Z 시위대가 Microsoft AI 데이터센터 건설 현장에 난입했으며, Stop Dirty Data Centers 연합은 추가 행동이 계획되어 있다고 밝혔다. https://slicast.com/article/p45z7z Slicast en 2026-11-06T13:51:00.000Z OpenAI says it will pay for the power its data centers consume, after the election backlash. https://slicast.com/zh/article/p45z7z Slicast zh-cn 2026-11-06T13:51:00.000Z OpenAI表示，在选举引发的反对声浪之后，将自行承担其数据中心的电力费用。 https://slicast.com/ko/article/p45z7z Slicast ko 2026-11-06T13:51:00.000Z OpenAI는 선거 이후 거세진 반발에 따라 자사 데이터센터가 소비하는 전력 비용을 직접 부담하겠다고 밝혔다. https://slicast.com/article/127wnsw Slicast en 2026-11-06T13:49:33.000Z Nvidia is requiring Southeast Asian cloud providers seeking Nvidia Cloud Partner status to enroll in its Fleet Intelligence tracking program, as scrutiny grows over Chinese chip smuggling. https://slicast.com/zh/article/127wnsw Slicast zh-cn 2026-11-06T13:49:33.000Z 英伟达要求申请成为Nvidia Cloud Partner的东南亚云服务商加入其Fleet Intelligence追踪计划，此举源于外界对中国芯片走私问题的关注增加。 https://slicast.com/ko/article/127wnsw Slicast ko 2026-11-06T13:49:33.000Z Nvidia는 동남아시아 클라우드 사업자가 Nvidia Cloud Partner 지위를 신청하려면 Fleet Intelligence 추적 프로그램에 등록하도록 요구하고 있으며, 중국의 반도체 밀수에 대한 감시도 강화되고 있다. https://slicast.com/article/6bar9w Slicast en 2026-11-06T13:40:00.000Z TeraWulf's bitcoin mining revenue fell 69% as its HPC leasing surged amid the Anthropic buildout. https://slicast.com/zh/article/6bar9w Slicast zh-cn 2026-11-06T13:40:00.000Z TeraWulf的比特币挖矿收入下降69%，同时其高性能计算租赁业务随Anthropic扩建而大幅增长。 https://slicast.com/ko/article/6bar9w Slicast ko 2026-11-06T13:40:00.000Z TeraWulf의 비트코인 채굴 매출은 69% 감소했으며, Anthropic 인프라 구축에 힘입어 HPC 임대 사업은 급증했다. https://slicast.com/article/t5nohy Slicast en 2026-11-06T13:35:16.000Z Six pallets of Nvidia GPUs worth $11.4 million were stolen in a cargo heist in California. https://slicast.com/zh/article/t5nohy Slicast zh-cn 2026-11-06T13:35:16.000Z 加利福尼亚州一起货运抢劫案中，价值1140万美元的六托盘英伟达图形处理器被盗。 https://slicast.com/ko/article/t5nohy Slicast ko 2026-11-06T13:35:16.000Z 캘리포니아에서 발생한 화물 절도 사건으로 시가 1,140만 달러 상당의 엔비디아 GPU 여섯 팔레트가 도난당했다. https://slicast.com/article/13me0wh Slicast en 2026-11-06T13:33:16.000Z About 600,000 Nvidia H200 chips are reportedly sitting in Hong Kong while Beijing withholds import approval, according to Reuters. https://slicast.com/zh/article/13me0wh Slicast zh-cn 2026-11-06T13:33:16.000Z 据路透社报道，约60万颗英伟达H200芯片目前滞留在香港，北京方面仍未批准进口。 https://slicast.com/ko/article/13me0wh Slicast ko 2026-11-06T13:33:16.000Z Reuters 보도에 따르면, 베이징이 수입 승인을 보류하는 가운데 약 60만 개의 Nvidia H200 칩이 홍콩에 대기 중인 것으로 알려졌다. https://slicast.com/article/ua194n Slicast en 2026-11-06T13:30:47.000Z Council planners in Australia say a proposed data centre plan should receive approval. https://slicast.com/zh/article/ua194n Slicast zh-cn 2026-11-06T13:30:47.000Z 澳大利亚一地方议会的规划人员表示，一项数据中心规划方案应获批准。 https://slicast.com/ko/article/ua194n Slicast ko 2026-11-06T13:30:47.000Z 호주의 지방의회 계획 담당자들은 제안된 데이터센터 계획을 승인해야 한다고 밝혔다. https://slicast.com/article/zaab4 Slicast en 2026-11-06T13:25:48.000Z The first delivery under NTT DATA's 900 MW fuel cell supply deal with Bloom Energy is expected next year. https://slicast.com/zh/article/zaab4 Slicast zh-cn 2026-11-06T13:25:48.000Z NTT DATA与Bloom Energy签订的900 MW燃料电池供应协议，首批交付预计在明年进行。 https://slicast.com/ko/article/zaab4 Slicast ko 2026-11-06T13:25:48.000Z NTT DATA와 Bloom Energy 간 900MW 규모 연료전지 공급 계약에 따른 첫 납품은 내년으로 예정되어 있다. https://slicast.com/article/xv3de1 Slicast en 2026-11-06T13:25:00.000Z TeraWulf's Q3 revenue beat estimates, and its data center leasing share climbed to 83%. https://slicast.com/zh/article/xv3de1 Slicast zh-cn 2026-11-06T13:25:00.000Z TeraWulf第三季度营收超出市场预期，数据中心租赁业务占比升至83%。 https://slicast.com/ko/article/xv3de1 Slicast ko 2026-11-06T13:25:00.000Z TeraWulf의 3분기 매출은 추정치를 상회했으며, 데이터센터 임대 비중은 83%로 상승했다. https://slicast.com/article/18rae70 Slicast en 2026-11-06T13:24:29.000Z Agreements tied to AZAD include $112 million with GE Vernova and $90 million with Siemens. https://slicast.com/zh/article/18rae70 Slicast zh-cn 2026-11-06T13:24:29.000Z 与AZAD相关的协议包括与GE Vernova签订的1.12亿美元协议，以及与西门子签订的9000万美元协议。 https://slicast.com/ko/article/18rae70 Slicast ko 2026-11-06T13:24:29.000Z AZAD 관련 계약에는 GE Vernova와의 1억 1,200만 달러 계약과 Siemens와의 9,000만 달러 계약이 포함된다. https://slicast.com/article/1q6qw9w Slicast en 2026-11-06T13:23:51.000Z Equinix has added Fortinet's AI gateway to its Distributed AI Hub playbook. https://slicast.com/zh/article/1q6qw9w Slicast zh-cn 2026-11-06T13:23:51.000Z Equinix已将Fortinet的AI网关纳入其Distributed AI Hub方案手册。 https://slicast.com/ko/article/1q6qw9w Slicast ko 2026-11-06T13:23:51.000Z Equinix는 Distributed AI Hub 플레이북에 Fortinet의 AI 게이트웨이를 추가했다. https://slicast.com/article/hkkmi0 Slicast en 2026-11-06T13:16:11.000Z Reports say Iran-linked ships are circling subsea cables in the Middle East as Iran ramps up threats against digital infrastructure. https://slicast.com/zh/article/hkkmi0 Slicast zh-cn 2026-11-06T13:16:11.000Z 有报道称，与伊朗有关联的船只正在中东海底电缆附近徘徊，同时伊朗加大了对数字基础设施的威胁。 https://slicast.com/ko/article/hkkmi0 Slicast ko 2026-11-06T13:16:11.000Z 이란 연계 선박들이 중동 해저 케이블 주변을 맴도는 것으로 보고되고 있으며, 이란이 디지털 인프라에 대한 위협 수위를 높이고 있다. https://slicast.com/article/c5elwt Slicast en 2026-11-06T13:10:36.000Z CXMT's share fell to 9% in Q3 as Samsung ramped up aggressively, according to research. https://slicast.com/zh/article/c5elwt Slicast zh-cn 2026-11-06T13:10:36.000Z 研究机构称，三季度CXMT（长鑫存储）份额降至9%，同时三星加速扩产。 https://slicast.com/ko/article/c5elwt Slicast ko 2026-11-06T13:10:36.000Z CXMT의 점유율은 연구 결과에 따르면 삼성이 공격적으로 생산을 늘리면서 3분기에 9%로 하락했다. https://slicast.com/article/1v64tc3 Slicast en 2026-11-06T13:04:29.000Z ERCOT is probing whether Texas data centers are downsizing projects to avoid review. https://slicast.com/zh/article/1v64tc3 Slicast zh-cn 2026-11-06T13:04:29.000Z ERCOT正在调查德州数据中心是否通过缩减项目规模来规避审查。 https://slicast.com/ko/article/1v64tc3 Slicast ko 2026-11-06T13:04:29.000Z ERCOT는 텍사스 데이터센터들이 검토를 피하기 위해 프로젝트 규모를 축소하고 있는지 조사하고 있다. https://slicast.com/article/ustfv0 Slicast en 2026-11-06T13:00:52.000Z Core Scientific plans to shut down its Bitcoin mining operations even though Q3 revenue reached $233 million. https://slicast.com/zh/article/ustfv0 Slicast zh-cn 2026-11-06T13:00:52.000Z Core Scientific计划关停比特币挖矿业务，尽管其第三季度营收达到2.33亿美元。 https://slicast.com/ko/article/ustfv0 Slicast ko 2026-11-06T13:00:52.000Z Core Scientific는 3분기 매출이 2억 3,300만 달러에 달했음에도 비트코인 채굴 사업을 중단할 계획이다. https://slicast.com/article/126dekl Slicast en 2026-11-06T12:59:02.000Z Reports say Blackstone is backing $63 billion of AI financing for Anthropic. https://slicast.com/zh/article/126dekl Slicast zh-cn 2026-11-06T12:59:02.000Z 据报道，黑石集团将为Anthropic提供630亿美元的AI融资支持。 https://slicast.com/ko/article/126dekl Slicast ko 2026-11-06T12:59:02.000Z Blackstone가 Anthropic에 대한 630억 달러 규모의 AI 금융 지원을 뒷받침하는 것으로 보도되었다. https://slicast.com/article/1wg3nc7 Slicast en 2026-11-06T12:47:00.000Z A UK Home Office planning notice puts the renewal of a cloud services contract that may net AWS £1 billion at nearly twice its 2023 value. https://slicast.com/zh/article/1wg3nc7 Slicast zh-cn 2026-11-06T12:47:00.000Z 英国内政部的一份规划公告显示，其云服务合同续约金额接近2023年合同价值的两倍，AWS或可借此获得约10亿英镑。 https://slicast.com/ko/article/1wg3nc7 Slicast ko 2026-11-06T12:47:00.000Z 영국 내무부의 계획 공고에 따르면, AWS가 최대 10억 파운드를 확보할 수 있는 클라우드 서비스 계약의 갱신 규모가 2023년 가치의 거의 두 배에 달하는 것으로 나타났다. https://slicast.com/article/1kz2ruw Slicast en 2026-11-06T12:45:00.000Z Nvidia reportedly wants to repurpose more than 130 old Brightspeed telco buildings into small data centers, which Nvidia estimates could deliver up to 1GW of compute capacity. https://slicast.com/zh/article/1kz2ruw Slicast zh-cn 2026-11-06T12:45:00.000Z 据报道，英伟达希望将Brightspeed旗下130多处老旧电信设施改造为小型数据中心，英伟达估计这些设施可提供高达1GW的算力。 https://slicast.com/ko/article/1kz2ruw Slicast ko 2026-11-06T12:45:00.000Z 엔비디아는 브라이트스피드(Brightspeed)의 오래된 통신 건물 130여 곳 이상을 소규모 데이터센터로 전환할 계획인 것으로 전해졌으며, 엔비디아는 이를 통해 최대 1GW의 컴퓨팅 용량을 확보할 수 있을 것으로 추산하고 있다. https://slicast.com/article/1jgy8w3 Slicast en 2026-11-06T12:43:26.000Z PPL reported higher Q3 2026 ongoing EPS and expanded its growth outlook. https://slicast.com/zh/article/1jgy8w3 Slicast zh-cn 2026-11-06T12:43:26.000Z PPL公布2026年第三季度持续经营每股收益上升，并扩大了增长展望。 https://slicast.com/ko/article/1jgy8w3 Slicast ko 2026-11-06T12:43:26.000Z PPL, 2026년 3분기 조정 주당순이익(EPS)을 상향 발표하고 성장 전망도 확대했다. https://slicast.com/article/biwnry Slicast en 2026-11-06T12:36:33.000Z SambaNova has shipped 10,000 SN50 chips through Supermicro. https://slicast.com/zh/article/biwnry Slicast zh-cn 2026-11-06T12:36:33.000Z SambaNova已通过超微电脑（Supermicro）交付1万颗SN50芯片。 https://slicast.com/ko/article/biwnry Slicast ko 2026-11-06T12:36:33.000Z SambaNova가 Supermicro를 통해 SN50 칩 10,000개를 출하했습니다. https://slicast.com/article/1ff0grt Slicast en 2026-11-06T12:31:19.000Z Broadcom reported strong Q3 AI revenue even as its share price declined. https://slicast.com/zh/article/1ff0grt Slicast zh-cn 2026-11-06T12:31:19.000Z 博通公布强劲的第三季度AI营收，但股价却有所下跌。 https://slicast.com/ko/article/1ff0grt Slicast ko 2026-11-06T12:31:19.000Z Broadcom은 주가가 하락했음에도 불구하고 3분기 AI 매출이 견조했다고 발표했다. https://slicast.com/article/t3u33o Slicast en 2026-11-06T12:30:38.000Z Equinix says smaller data centers help limit its exposure to U.S. regulatory risk as the AI buildout faces scrutiny. https://slicast.com/zh/article/t3u33o Slicast zh-cn 2026-11-06T12:30:38.000Z Equinix表示，在AI基础设施建设面临审查之际，规模较小的数据中心有助于降低其在美国的监管风险。 https://slicast.com/ko/article/t3u33o Slicast ko 2026-11-06T12:30:38.000Z Equinix는 AI 인프라 확충이 규제 당국의 감시를 받는 가운데, 소규모 데이터센터가 미국 규제 리스크에 대한 노출을 줄이는 데 도움이 된다고 밝혔다. https://slicast.com/article/17otnzx Slicast en 2026-11-06T12:29:48.000Z Equinix has opened its sixth data center in Singapore, built for AI workloads. https://slicast.com/zh/article/17otnzx Slicast zh-cn 2026-11-06T12:29:48.000Z Equinix在新加坡开设第六座数据中心，面向AI工作负载。 https://slicast.com/ko/article/17otnzx Slicast ko 2026-11-06T12:29:48.000Z Equinix, 싱가포르에 AI 워크로드용으로 설계된 여섯 번째 데이터센터를 개소했다. https://slicast.com/article/1rdhn50 Slicast en 2026-11-06T12:12:33.000Z Broadcom's AI sales push comes with a $43 billion backstop, a new figure tied to the $63 billion AI financing structure already reported. https://slicast.com/zh/article/1rdhn50 Slicast zh-cn 2026-11-06T12:12:33.000Z 博通的AI销售推进附带一项430亿美元的兜底安排，这是与此前报道的630亿美元AI融资结构相关的新数字。 https://slicast.com/ko/article/1rdhn50 Slicast ko 2026-11-06T12:12:33.000Z Broadcom의 AI 판매 확대에는 430억 달러 규모의 지원 장치가 함께 따르며, 이는 이미 보도된 630억 달러 규모 AI 금융 구조와 연계된 새로운 수치다. https://slicast.com/article/avar44 Slicast en 2026-11-06T12:00:00.000Z Tesla unveiled an AI accelerator roadmap featuring the training-oriented Dojo D3, which could eventually go to orbital data centers, and the SI6 inference accelerator, while adopting new 'SI' branding https://slicast.com/zh/article/avar44 Slicast zh-cn 2026-11-06T12:00:00.000Z 特斯拉公布了AI加速器路线图，包括以训练为主的Dojo D3（未来可能应用于轨道数据中心）和SI6推理加速器，并采用全新的'SI'品牌，推动超级智能战略。 https://slicast.com/ko/article/avar44 Slicast ko 2026-11-06T12:00:00.000Z Tesla는 학습용 Dojo D3와 추론용 SI6 가속기를 포함한 AI 가속기 로드맵을 공개했으며, 이 가운데 Dojo D3는 향후 궤도 데이터센터에 투입될 수 있다고 밝혔다. 회사는 '초지능(Super Intelligence)' 추진의 일환으로 새로운 'SI' 브랜드를 도입했다. https://slicast.com/article/1dgyq3p Slicast en 2026-11-06T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1dgyq3p Slicast zh-cn 2026-11-06T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1dgyq3p Slicast ko 2026-11-06T12:00:00.000Z CAMECO CORP 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1dlacad Slicast en 2026-11-06T12:00:00.000Z TERAWULF INC. files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1dlacad Slicast zh-cn 2026-11-06T12:00:00.000Z TERAWULF INC. 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1dlacad Slicast ko 2026-11-06T12:00:00.000Z TERAWULF INC. 10-Q 분기보고서 제출 https://slicast.com/article/1pml4cs Slicast en 2026-11-06T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1pml4cs Slicast zh-cn 2026-11-06T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1pml4cs Slicast ko 2026-11-06T12:00:00.000Z Alibaba Group Holding Ltd, 6-K 제출: 외국 발행인 보고서(6-K) https://slicast.com/article/1qwe3a5 Slicast en 2026-11-06T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/1qwe3a5 Slicast zh-cn 2026-11-06T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/1qwe3a5 Slicast ko 2026-11-06T12:00:00.000Z Meta Platforms, 424B5 증권신고서(424B) 제출 https://slicast.com/article/2tlz18 Slicast en 2026-11-06T12:00:00.000Z Oklo files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/2tlz18 Slicast zh-cn 2026-11-06T12:00:00.000Z Oklo 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/2tlz18 Slicast ko 2026-11-06T12:00:00.000Z Oklo, 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/7y1ado Slicast en 2026-11-06T12:00:00.000Z TERAWULF INC. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/7y1ado Slicast zh-cn 2026-11-06T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/ko/article/7y1ado Slicast ko 2026-11-06T12:00:00.000Z TERAWULF INC. 8-K 제출: 영업 실적 및 Regulation FD 공시 https://slicast.com/article/co0eet Slicast en 2026-11-06T12:00:00.000Z KLA CORP files 8-K: shareholder vote results, other material event https://slicast.com/zh/article/co0eet Slicast zh-cn 2026-11-06T12:00:00.000Z KLA CORP 提交 8-K：重大事件 https://slicast.com/ko/article/co0eet Slicast ko 2026-11-06T12:00:00.000Z KLA CORP, 8-K 제출: 주주총회 표결 결과 및 기타 중요 사건 https://slicast.com/article/m7t1y6 Slicast en 2026-11-06T12:00:00.000Z Applied Digital files 8-K: shareholder vote results https://slicast.com/zh/article/m7t1y6 Slicast zh-cn 2026-11-06T12:00:00.000Z Applied Digital 提交 8-K：重大事件 https://slicast.com/ko/article/m7t1y6 Slicast ko 2026-11-06T12:00:00.000Z Applied Digital, 8-K 제출: 주주총회 표결 결과 https://slicast.com/article/ncuvfc Slicast en 2026-11-06T12:00:00.000Z Vistra files 8-K: results of operations https://slicast.com/zh/article/ncuvfc Slicast zh-cn 2026-11-06T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/ko/article/ncuvfc Slicast ko 2026-11-06T12:00:00.000Z Vistra, 8-K 제출: 영업 실적 https://slicast.com/article/ctargq Slicast en 2026-11-06T11:56:37.000Z Google announced a $17bn data center campus in Cheyenne, Wyoming, to be powered by fuel cells and gas generation coupled with carbon capture and storage (CCS). https://slicast.com/zh/article/ctargq Slicast zh-cn 2026-11-06T11:56:37.000Z 谷歌宣布在怀俄明州夏延投资170亿美元（$17bn）建设数据中心园区，电力将来自燃料电池和天然气发电，并配套碳捕集与封存。 https://slicast.com/ko/article/ctargq Slicast ko 2026-11-06T11:56:37.000Z Google는 와이오밍주 셸리언(Cheyenne)에 170억 달러 규모의 데이터센터 캠퍼스를 건설한다고 발표했으며, 이 캠퍼스는 연료전지와 탄소포집·저장(CCS)을 결합한 가스 발전으로 전력을 공급받을 예정이다. https://slicast.com/article/13nx1zh Slicast en 2026-11-06T11:52:51.000Z Playmobil owner is entering the data center market with a proposed facility in Dietenhofen, Germany, with power requirements of up to 100MW. https://slicast.com/zh/article/13nx1zh Slicast zh-cn 2026-11-06T11:52:51.000Z Playmobil所有者计划进入数据中心市场，拟在德国Dietenhofen建设一座设施，电力需求最高可达100兆瓦。 https://slicast.com/ko/article/13nx1zh Slicast ko 2026-11-06T11:52:51.000Z Playmobil 소유사가 독일 디텐호펜에 데이터센터를 건설하는 계획을 제안하며 데이터센터 시장에 진출한다. 해당 시설의 전력 수요는 최대 100MW에 이른다. https://slicast.com/article/f4qrr Slicast en 2026-11-06T11:47:00.000Z Secure I.T. Environments will deliver modular data centers to hospitals in Wales, namely Bagnor and Wrexham Maelor. https://slicast.com/zh/article/f4qrr Slicast zh-cn 2026-11-06T11:47:00.000Z Secure I.T. Environments将为威尔士的Bagnor和Wrexham Maelor医院交付模块化数据中心。 https://slicast.com/ko/article/f4qrr Slicast ko 2026-11-06T11:47:00.000Z Secure I.T. Environments will deliver modular data centers to hospitals in Wales, namely Bagnor and Wrexham Maelor. Wait, I need to correct my approach: the translation should be in Korean, not a rep https://slicast.com/article/jbnn7t Slicast en 2026-11-06T11:45:09.000Z OpenAI pledged to pay the full cost of the electricity its AI data centers use, so American households are shielded from data center power costs. https://slicast.com/zh/article/jbnn7t Slicast zh-cn 2026-11-06T11:45:09.000Z OpenAI承诺承担其AI数据中心所用电力的全部成本，以保护美国家庭免受数据中心用电成本的影响。 https://slicast.com/ko/article/jbnn7t Slicast ko 2026-11-06T11:45:09.000Z OpenAI는 AI 데이터센터가 사용하는 전력 비용을 전액 부담하겠다고 약속했으며, 이에 따라 미국 가정은 데이터센터 전력 비용의 영향에서 보호받게 된다. https://slicast.com/article/mdzexc Slicast en 2026-11-06T11:38:17.000Z Anthropic's planned $1.5 trillion IPO is facing investor resistance over its valuation as the tech market sells off. https://slicast.com/zh/article/mdzexc Slicast zh-cn 2026-11-06T11:38:17.000Z Anthropic规模为1.5万亿美元（$1.5 trillion）的IPO因投资者对估值存在顾虑而遇阻，同时科技板块股价下跌。 https://slicast.com/ko/article/mdzexc Slicast ko 2026-11-06T11:38:17.000Z Anthropic의 계획된 1.5조 달러 규모 IPO는 기술주 매도세가 이어지는 가운데 기업가치를 둘러싼 투자자들의 반발에 직면해 있다. https://slicast.com/article/1tostlg Slicast en 2026-11-06T11:34:00.000Z Goodman Group (ASX:GMG) expanded its data centre pipeline alongside strong FY26 profit growth. https://slicast.com/zh/article/1tostlg Slicast zh-cn 2026-11-06T11:34:00.000Z Goodman Group（ASX:GMG）在FY26利润强劲增长的同时，扩大了其数据中心开发管线。 https://slicast.com/ko/article/1tostlg Slicast ko 2026-11-06T11:34:00.000Z Goodman Group (ASX:GMG)은 FY26 실적에서 이익이 크게 증가한 가운데 데이터센터 파이프라인을 확대했다. https://slicast.com/article/1xk1ji5 Slicast en 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT (ASX:DGT) exceeded its operating EBITDA guidance across its global data centres. https://slicast.com/zh/article/1xk1ji5 Slicast zh-cn 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT（ASX:DGT）旗下全球数据中心的运营EBITDA超出指引。 https://slicast.com/ko/article/1xk1ji5 Slicast ko 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT (ASX:DGT)는 전 세계 데이터센터 전반에서 영업 EBITDA 가이던스를 상회했다. https://slicast.com/article/156r74o Slicast en 2026-11-06T11:31:00.000Z Microsoft's design change has delayed IREN's Texas data center delivery, and the project tied to $4bn ARR is now targeting an online date in January. https://slicast.com/zh/article/156r74o Slicast zh-cn 2026-11-06T11:31:00.000Z 微软的一项设计变更推迟了IREN位于德克萨斯州的数据中心交付，涉及40亿美元年化经常性收入的项目目标上线时间调整至明年1月。 https://slicast.com/ko/article/156r74o Slicast ko 2026-11-06T11:31:00.000Z Microsoft의 설계 변경으로 IREN의 텍사스 데이터센터 인도가 지연되었으며, 연간 반복 매출(ARR) 40억 달러와 연계된 이 프로젝트의 가동 목표 시점은 1월로 변경되었습니다. https://slicast.com/article/a9mewc Slicast en 2026-11-06T11:18:51.000Z Intel projects AI chip packages could reach 240 millimeters square. https://slicast.com/zh/article/a9mewc Slicast zh-cn 2026-11-06T11:18:51.000Z 英特尔预计AI芯片封装尺寸可能达到240毫米见方。 https://slicast.com/ko/article/a9mewc Slicast ko 2026-11-06T11:18:51.000Z Intel는 AI 칩 패키지 크기가 240mm²에 이를 수 있다고 전망했다. https://slicast.com/article/hylyxk Slicast en 2026-11-06T11:13:51.000Z Micron's memory revenue has caught up to TSMC's, but HBM is dragging on gross margin, and the shortage could last until 2028. https://slicast.com/zh/article/hylyxk Slicast zh-cn 2026-11-06T11:13:51.000Z 美光的存储业务收入已赶上台积电，但高带宽存储器（HBM）拖累了毛利率，业内预计短缺可能持续到2028年。 https://slicast.com/ko/article/hylyxk Slicast ko 2026-11-06T11:13:51.000Z Micron의 메모리 매출이 TSMC 수준까지 따라잡았지만, HBM이 매출총이익률을 끌어내리고 있으며, 공급 부족은 2028년까지 이어질 수 있다. https://slicast.com/article/63u3lt Slicast en 2026-11-06T11:04:39.000Z Dropbox is making a $350m acquisition of Tigris Data to target AI infrastructure gains. https://slicast.com/zh/article/63u3lt Slicast zh-cn 2026-11-06T11:04:39.000Z Dropbox以3.5亿美元（$350m）收购Tigris Data，旨在提升AI基础设施能力。 https://slicast.com/ko/article/63u3lt Slicast ko 2026-11-06T11:04:39.000Z Dropbox, AI 인프라 성장 기회 공략을 위해 Tigris Data를 3억 5천만 달러에 인수할 계획이다. https://slicast.com/article/7x95r9 Slicast en 2026-11-06T11:03:00.000Z Micron is strengthening its manufacturing footprint in Singapore to support the AI future. https://slicast.com/zh/article/7x95r9 Slicast zh-cn 2026-11-06T11:03:00.000Z 美光加强了在新加坡的制造布局，以支持AI未来的发展。 https://slicast.com/ko/article/7x95r9 Slicast ko 2026-11-06T11:03:00.000Z Micron은 AI 시대를 지원하기 위해 싱가포르의 제조 거점을 강화하고 있다. https://slicast.com/article/1be6sbq Slicast en 2026-11-06T11:00:05.000Z Reportedly 600,000 Nvidia H200 chips await approval in Hong Kong, with servers fetching nearly $1 million each, deepening China's H200 bottleneck. https://slicast.com/zh/article/1be6sbq Slicast zh-cn 2026-11-06T11:00:05.000Z 据报道，有60万颗英伟达H200芯片在香港等待批准，服务器每台售价接近100万美元，中国的H200供应瓶颈进一步加深。 https://slicast.com/ko/article/1be6sbq Slicast ko 2026-11-06T11:00:05.000Z 보도에 따르면 홍콩에서 60만 개의 엔비디아 H200 칩이 승인을 기다리고 있으며, 서버 한 대당 가격이 거의 100만 달러에 달해 중국의 H200 공급 병목이 더욱 심화되고 있다. https://slicast.com/article/axdloh Slicast en 2026-11-06T09:33:00.000Z EPG Modular Data Center Marks Topping-Out of Its US$120 Million Malaysia FIZ Factory https://slicast.com/zh/article/axdloh Slicast zh-cn 2026-11-06T09:33:00.000Z EPG模块化数据中心完成其1.2亿美元马来西亚FIZ工厂封顶 https://slicast.com/ko/article/axdloh Slicast ko 2026-11-06T09:33:00.000Z EPG 모듈형 데이터센터, 1억 2천만 달러 규모 말레이시아 FIZ 공장 상량식 개최 https://slicast.com/article/18ggyz3 Slicast en 2026-11-06T09:00:00.000Z Indonesia Data Center Market Forecast 2027–2032: USD 4.05 https://slicast.com/zh/article/18ggyz3 Slicast zh-cn 2026-11-06T09:00:00.000Z 印度尼西亚数据中心市场预测 2027–2032:USD 4.05 https://slicast.com/ko/article/18ggyz3 Slicast ko 2026-11-06T09:00:00.000Z Indonesia Data Center Market Forecast 2027–2032: USD 4.05 Translation into Korean, keeping numbers and English proper nouns as-is: 인도네시아 데이터센터 시장 전망 2027–2032: USD 4.05 https://slicast.com/article/1ohhw9c Slicast en 2026-11-06T08:32:00.000Z Equinix Opens SG6 in Singapore, Expanding AI-Ready Capacity in One of Asia-Pacific's Most Connected Markets https://slicast.com/zh/article/1ohhw9c Slicast zh-cn 2026-11-06T08:32:00.000Z Equinix 在新加坡开设SG6数据中心,扩充亚太最具互联性市场之一的AI就绪容量 https://slicast.com/ko/article/1ohhw9c Slicast ko 2026-11-06T08:32:00.000Z Equinix, Singapore SG6 개소… 아시아·태평양 지역 최대 연결성 시장에서 AI 대응 용량 확대 https://slicast.com/commentary/iren-2026-11-05 Slicast en 2026-11-05T22:03:38.864Z IREN Stock News, November 2026: Behind the 45% Selloff and the Q1 FY27 Earnings Test https://slicast.com/zh/commentary/iren-2026-11-05 Slicast zh-cn 2026-11-05T22:03:38.864Z IREN股票动态，2026年11月：45%跌幅成因与Q1 FY27财报检验 https://slicast.com/commentary/vultr-2026-11-05 Slicast en 2026-11-05T21:43:17.474Z Vultr Chennai AMD GPU Cluster, November 2026 https://slicast.com/zh/commentary/vultr-2026-11-05 Slicast zh-cn 2026-11-05T21:43:17.474Z Vultr钦奈AMD GPU集群部署，2026年11月 https://slicast.com/commentary/tenstorrent-2026-11-05 Slicast en 2026-11-05T21:36:23.325Z Tenstorrent $1.5 Billion Funding Round, October 2026 https://slicast.com/zh/commentary/tenstorrent-2026-11-05 Slicast zh-cn 2026-11-05T21:36:23.325Z Tenstorrent 15亿美元融资，2026年10月 https://slicast.com/commentary/anthropic-2026-11-05 Slicast en 2026-11-05T21:25:22.639Z Anthropic IPO, November 2026: $895 Billion in Compute Commitments Against a $23 Billion Quarterly Loss https://slicast.com/zh/commentary/anthropic-2026-11-05 Slicast zh-cn 2026-11-05T21:25:22.639Z Anthropic IPO，2026年11月：8954亿美元算力承诺与233亿美元季度亏损并存 https://slicast.com/article/1b758ie Slicast en 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS Extend Slide: Elon Musk Says Buying A Neocloud Is 'Pointless' https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-05T21:11:00.000Z Musk 警告逾200家 neocloud 将倒闭,Gartner 预测80%到2030年失去独立运营能力 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS 하락 확대: 일론 머스크 "네오클라우드 인수는 무의미" https://slicast.com/article/19cd8cr Slicast en 2026-11-05T21:08:00.000Z OpenAI Launches 'Grid Protectors Program' to Reduce Data Center Electricity Demand When the US Grid Is Under Strain https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-05T21:08:00.000Z OpenAI 推出"Grid Protectors Program",佐治亚园区提供最高1 GW需求响应 https://slicast.com/ko/article/19cd8cr Slicast ko 2026-11-05T21:08:00.000Z OpenAI, 미국 전력망 부담 시 데이터센터 전력 수요 줄이는 'Grid Protectors Program' 출시 https://slicast.com/article/1qhxtwa Slicast en 2026-11-05T21:07:00.000Z Big Four Hyperscalers Raising More Than $131 Billion in Debt and Equity for AI Buildout https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-05T21:07:00.000Z 四大超大规模厂商合计融资逾$1310亿,Amazon 单笔$800亿供应商贷款领衔 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-05T21:07:00.000Z 빅4 하이퍼스케일러, AI 인프라 구축을 위해 1,310억 달러 이상 부채 및 지분 조달 https://slicast.com/commentary/bloom-energy-2026-11-05 Slicast en 2026-11-05T21:05:44.245Z Why Data-Center Delay Fears Sent Bloom Energy Down 14.7% in November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-05 Slicast zh-cn 2026-11-05T21:05:44.245Z 为何数据中心延期担忧使Bloom Energy于2026年11月单日重挫14.7% https://slicast.com/article/urc5rm Slicast en 2026-11-05T21:05:00.000Z Anthropic Targets Pre-Thanksgiving IPO at $2 Trillion Valuation https://slicast.com/zh/article/urc5rm Slicast zh-cn 2026-11-05T21:05:00.000Z Anthropic 拟于11月9日启动 IPO 路演,目标估值$1.5-2万亿,Nasdaq 代码 ANT https://slicast.com/ko/article/urc5rm Slicast ko 2026-11-05T21:05:00.000Z Anthropic, 추수감사절 이전 IPO 추진… 기업가치 2조 달러 목표 https://slicast.com/article/8y5mns Slicast en 2026-11-05T21:04:00.000Z AMD Q3 2026 Slides: Data Center Surges 97%, Record Earnings Beat https://slicast.com/zh/article/8y5mns Slicast zh-cn 2026-11-05T21:04:00.000Z AMD Q3 创纪录:数据中心营收$85亿,同比+97%;Q4 指引$170亿 https://slicast.com/ko/article/8y5mns Slicast ko 2026-11-05T21:04:00.000Z AMD 2026년 3분기 실적 발표 자료: 데이터센터 매출 97% 급증, 사상 최대 실적 상회 https://slicast.com/article/sl0183 Slicast en 2026-11-05T21:03:00.000Z NVIDIA's Memory Shake-Up: Rubin Ultra Rethinks 12-Hi HBM4E for 8-Hi HBM4, Rubin GPU Bandwidth Cut 13% https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-05T21:03:00.000Z NVIDIA 悄然下调 Vera Rubin HBM4 带宽13%,Rubin Ultra 或再削减33%内存 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-05T21:03:00.000Z NVIDIA의 메모리 전략 변화: Rubin Ultra, 12단 HBM4E 대신 8단 HBM4 채택, Rubin GPU 대역폭 13% 축소 https://slicast.com/article/13mzm1f Slicast en 2026-11-05T21:01:56.000Z IREN Reports Q1 FY27 Results https://slicast.com/zh/article/13mzm1f Slicast zh-cn 2026-11-05T21:01:56.000Z IREN 发布 Q1 FY27 业绩 https://slicast.com/ko/article/13mzm1f Slicast ko 2026-11-05T21:01:56.000Z IREN, 2027 회계연도 1분기 실적 발표 https://slicast.com/article/13ajp5b Slicast en 2026-11-05T21:01:00.000Z AI Data Center Boom Set for Upheaval After US Election Rout https://slicast.com/zh/article/13ajp5b Slicast zh-cn 2026-11-05T21:01:00.000Z 民主党中期选举横扫 → 数据中心暂停令威胁 → AI基础设施股连续崩跌 https://slicast.com/ko/article/13ajp5b Slicast ko 2026-11-05T21:01:00.000Z 미국 대선 후 급락장 이후 AI 데이터센터 붐에 격변 예고 https://slicast.com/commentary/micron-2026-11-05 Slicast en 2026-11-05T20:32:56.223Z Micron Stock, November 2026: 13.3% Single-Session Decline With No Disclosed Catalyst https://slicast.com/zh/commentary/micron-2026-11-05 Slicast zh-cn 2026-11-05T20:32:56.223Z 美光科技2026年11月：单日下跌13.3%，尚无公开催化剂 https://slicast.com/commentary/coreweave-2026-11-05 Slicast en 2026-11-05T20:23:10.416Z CoreWeave Stock Price, November 2026: New All-Time Low at $44.13 as Credit Stress and Neocloud Selloff Deepen https://slicast.com/zh/commentary/coreweave-2026-11-05 Slicast zh-cn 2026-11-05T20:23:10.416Z CoreWeave股价2026年11月：收盘创上市以来新低44.13美元，信贷压力与新兴云板块抛售持续加剧 https://slicast.com/brief/2026-11-06 Slicast en 2026-11-05T20:09:04.711Z Latest AI Infrastructure News: November 6, 2026 https://slicast.com/zh/brief/2026-11-06 Slicast zh-cn 2026-11-05T20:09:04.711Z AI 基础设施新闻早报 · 2026年11月6日 https://slicast.com/ko/brief/2026-11-06 Slicast ko 2026-11-05T20:09:04.711Z 최신 AI 인프라 뉴스 · 2026년 11월 6일 https://slicast.com/article/118u0xz Slicast en 2026-11-05T20:00:41.000Z Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents https://slicast.com/zh/article/118u0xz Slicast zh-cn 2026-11-05T20:00:41.000Z Vera 兼得两全:最高吞吐量与最快智能体 https://slicast.com/ko/article/118u0xz Slicast ko 2026-11-05T20:00:41.000Z Vera, 최고 처리량과 최고 속도의 에이전트를 동시에 실현 https://slicast.com/article/t46iir Slicast en 2026-11-05T19:54:47.000Z The Wall Street Journal reports that bitcoin miners that pivoted to AI are finding the business just as turbulent as crypto. https://slicast.com/zh/article/t46iir Slicast zh-cn 2026-11-05T19:54:47.000Z 《华尔街日报》报道，转向人工智能业务的比特币矿企发现，这一业务和加密货币一样动荡不定。 https://slicast.com/ko/article/t46iir Slicast ko 2026-11-05T19:54:47.000Z The Wall Street Journal은 AI 사업으로 전환한 비트코인 채굴 기업들이 이 사업 역시 암호화폐 못지않게 불안정하다는 사실을 깨닫고 있다고 보도했다. https://slicast.com/article/6u3w59 Slicast en 2026-11-05T19:45:55.000Z Preferred Networks (PFN) will showcase the architecture, technology and roadmap of its MN-Core Series and MN-Core L Series AI inference chips at SC26. https://slicast.com/zh/article/6u3w59 Slicast zh-cn 2026-11-05T19:45:55.000Z Preferred Networks（PFN）将在SC26大会上展示MN-Core系列及MN-Core L系列人工智能推理芯片的架构、技术与路线图。 https://slicast.com/ko/article/6u3w59 Slicast ko 2026-11-05T19:45:55.000Z Preferred Networks(PFN)는 SC26에서 MN-Core 시리즈와 MN-Core L 시리즈 AI 추론 칩의 아키텍처, 기술 및 로드맵을 선보일 예정입니다. https://slicast.com/article/1wxg7gy Slicast en 2026-11-05T19:45:51.000Z Applied Digital (APLD) shares fell 12.1% in a single session. https://slicast.com/zh/article/1wxg7gy Slicast zh-cn 2026-11-05T19:45:51.000Z Applied Digital（APLD）股价单日下跌12.1%。 https://slicast.com/ko/article/1wxg7gy Slicast ko 2026-11-05T19:45:51.000Z Applied Digital (APLD) 주가가 단일 거래일에 12.1% 하락했다. https://slicast.com/article/16b1m2d Slicast en 2026-11-05T19:32:57.000Z SpaceX shares fell as backlash grows over a proposed 6-gigawatt AI data center. https://slicast.com/zh/article/16b1m2d Slicast zh-cn 2026-11-05T19:32:57.000Z SpaceX股价下跌，同时针对其拟建的6吉瓦人工智能数据中心的反对声浪增大。 https://slicast.com/ko/article/16b1m2d Slicast ko 2026-11-05T19:32:57.000Z SpaceX 주가는 6기가와트 규모의 AI 데이터센터 계획을 둘러싼 반발이 커지면서 하락했다. https://slicast.com/article/1urtl51 Slicast en 2026-11-05T19:26:13.000Z The semiconductor index posted its worst sell-off since Covid, prompting questions about whether the AI bubble has burst. https://slicast.com/zh/article/1urtl51 Slicast zh-cn 2026-11-05T19:26:13.000Z 半导体指数录得自新冠疫情以来最严重的抛售，引发人工智能泡沫是否已经破裂的讨论。 https://slicast.com/ko/article/1urtl51 Slicast ko 2026-11-05T19:26:13.000Z 반도체 지수가 코로나19 이후 최대 낙폭을 기록하면서 AI 거품이 꺼졌는지에 대한 의문이 제기되고 있다. https://slicast.com/article/1tb6zgk Slicast en 2026-11-05T19:25:00.000Z Intel shares fell 7% as a Democratic midterm sweep rattled chip stocks and raised doubts about the AI buildout. https://slicast.com/zh/article/1tb6zgk Slicast zh-cn 2026-11-05T19:25:00.000Z 英特尔股价下跌7%，民主党在中期选举中的大胜冲击芯片股，并引发对人工智能基础设施建设的担忧。 https://slicast.com/ko/article/1tb6zgk Slicast ko 2026-11-05T19:25:00.000Z Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 株 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. Wait, I must avoid Han characters. Corrected: Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 관련주 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. https://slicast.com/article/195w2gv Slicast en 2026-11-05T19:06:42.000Z OpenAI has ended non-disclosure agreements on its data center projects after 41 ballot votes, according to tech-insider.org. https://slicast.com/zh/article/195w2gv Slicast zh-cn 2026-11-05T19:06:42.000Z 据tech-insider.org报道，OpenAI在41次投票之后终止了其数据中心项目的保密协议。 https://slicast.com/ko/article/195w2gv Slicast ko 2026-11-05T19:06:42.000Z OpenAI는 41표의 투표 결과에 따라 데이터센터 프로젝트와 관련된 비밀유지계약을 종료했다고 tech-insider.org가 보도했다. https://slicast.com/article/1a19s4n Slicast en 2026-11-05T18:50:39.000Z Broadcom shares fell 6.42% as investors focused on its $21.7 billion AI forecast. https://slicast.com/zh/article/1a19s4n Slicast zh-cn 2026-11-05T18:50:39.000Z 博通股价下跌6.42%，市场关注其217亿美元的人工智能预测。 https://slicast.com/ko/article/1a19s4n Slicast ko 2026-11-05T18:50:39.000Z Broadcom 주가는 AI 매출 전망치 217억 달러에 투자자들이 주목하면서 6.42% 하락했다. https://slicast.com/article/qx5i7o Slicast en 2026-11-05T18:42:31.000Z Supermicro launched a joint KV cache storage solution with IBM and NVIDIA, announced November 5, 2026. https://slicast.com/zh/article/qx5i7o Slicast zh-cn 2026-11-05T18:42:31.000Z Supermicro与IBM及英伟达联合推出键值缓存存储解决方案，于2026年11月5日发布。 https://slicast.com/ko/article/qx5i7o Slicast ko 2026-11-05T18:42:31.000Z Supermicro, IBM, NVIDIA 공동 KV 캐시 스토리지 솔루션 출시 발표 (2026년 11월 5일)