https://slicast.com/commentary/iren-2026-10-22 Slicast en 2026-10-22T21:20:44.446Z IREN Stock News, October 2026: What Has Driven the Selloff and What to Watch Next https://slicast.com/zh/commentary/iren-2026-10-22 Slicast zh-cn 2026-10-22T21:20:44.446Z IREN股票动态，2026年10月：本月抛售背景与前瞻信号 https://slicast.com/commentary/intel-2026-10-22 Slicast en 2026-10-22T20:56:21.688Z Intel (INTC) Stock, October 2026: 8% Single-Session Drop Amid Packaging Competition and Expanding Fab Ambitions https://slicast.com/zh/commentary/intel-2026-10-22 Slicast zh-cn 2026-10-22T20:56:21.688Z 英特尔（INTC）2026年10月：单日跌8%，封装业务竞争加剧与晶圆厂扩建并行推进 https://slicast.com/commentary/terawulf-2026-10-22 Slicast en 2026-10-22T20:45:40.321Z TeraWulf (WULF) Stock, October 2026: Shares Drop 11% as Muskie Campus Power Deal Doubles to 1 GW https://slicast.com/zh/commentary/terawulf-2026-10-22 Slicast zh-cn 2026-10-22T20:45:40.321Z TeraWulf（WULF）股价，2026年10月：Muskie园区电力协议扩至1吉瓦后单日下跌11% https://slicast.com/commentary/applied-digital-2026-10-22 Slicast en 2026-10-22T20:30:30.082Z Applied Digital (APLD) AI Buildout Financing, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-22 Slicast zh-cn 2026-10-22T20:30:30.082Z Applied Digital（APLD）人工智能建设融资，2026年10月 https://slicast.com/commentary/applied-materials-2026-10-22 Slicast en 2026-10-22T20:21:20.198Z Applied Materials Stock, October 2026: AMAT Falls 8.2% in a Single Session With No Published Explanation https://slicast.com/zh/commentary/applied-materials-2026-10-22 Slicast zh-cn 2026-10-22T20:21:20.198Z 应用材料股票 2026年10月：AMAT单日下跌8.2%，暂无公开报道说明原因 https://slicast.com/brief/2026-10-23 Slicast en 2026-10-22T20:07:24.069Z Latest AI Infrastructure News: October 23, 2026 https://slicast.com/zh/brief/2026-10-23 Slicast zh-cn 2026-10-22T20:07:24.069Z AI 基础设施新闻早报 · 2026年10月23日 https://slicast.com/ko/brief/2026-10-23 Slicast ko 2026-10-22T20:07:24.069Z 최신 AI 인프라 뉴스 · 2026년 10월 23일 https://slicast.com/article/t5f3bn Slicast en 2026-10-22T19:45:35.000Z CoreWeave's debt fell again as a Korean neocloud's IPO tanked, according to Morningstar. https://slicast.com/zh/article/t5f3bn Slicast zh-cn 2026-10-22T19:45:35.000Z 据Morningstar报道，一家韩国新型AI云服务商的首次公开募股表现惨淡，CoreWeave的债券价格再度下跌。 https://slicast.com/ko/article/t5f3bn Slicast ko 2026-10-22T19:45:35.000Z CoreWeave의 부채는 Morningstar에 따르면 한국 네오클라우드 기업의 IPO가 부진을 겪는 가운데 다시 감소했다. https://slicast.com/article/irg7xr Slicast en 2026-10-22T19:41:00.000Z The Trump administration is pouring nearly $1 billion into the power grid as Americans face rising electricity costs, per The Daily Caller. https://slicast.com/zh/article/irg7xr Slicast zh-cn 2026-10-22T19:41:00.000Z 据The Daily Caller报道，特朗普政府将向电网投入近10亿美元，而美国民众正面临电费上涨压力。 https://slicast.com/ko/article/irg7xr Slicast ko 2026-10-22T19:41:00.000Z 트럼프 행정부가 미국인들의 전기요금 부담이 커지는 가운데 전력망에 약 10억 달러를 투입하고 있다고 The Daily Caller가 보도했다. https://slicast.com/article/vfj1y1 Slicast en 2026-10-22T19:15:00.000Z Forgent to Report Fiscal First Quarter 2027 Results; Revenues and Adjusted EBITDA Will Exceed High End of Guidance https://slicast.com/zh/article/vfj1y1 Slicast zh-cn 2026-10-22T19:15:00.000Z Forgent 将公布2027财年第一季度业绩;营收和调整后EBITDA将超过业绩指引上限 https://slicast.com/article/j18c6r Slicast en 2026-10-22T19:08:01.000Z Chip stocks fell after equipment maker Lam Research cited 'supply chain constraints'. https://slicast.com/zh/article/j18c6r Slicast zh-cn 2026-10-22T19:08:01.000Z 设备制造商Lam Research提及‘供应链约束’，芯片股随之下跌。 https://slicast.com/ko/article/j18c6r Slicast ko 2026-10-22T19:08:01.000Z 칩 관련주가 장비업체 Lam Research가 '공급망 제약'을 언급한 이후 하락했다. https://slicast.com/article/pnjgs9 Slicast en 2026-10-22T19:04:19.000Z Bitcoin hashrate hit a seven-month high amid shifts by miners toward AI work. https://slicast.com/zh/article/pnjgs9 Slicast zh-cn 2026-10-22T19:04:19.000Z 比特币算力升至七个月高点，同时矿企出现向人工智能业务转型的动向。 https://slicast.com/article/15itg3y Slicast en 2026-10-22T18:57:31.000Z Nvidia CEO Huang Jensen said 'the more memory, the better' and dismissed concerns about a 2029 memory oversupply. https://slicast.com/zh/article/15itg3y Slicast zh-cn 2026-10-22T18:57:31.000Z 英伟达首席执行官Huang Jensen表示‘内存越多越好’，并否认了对2029年内存供应过剩的担忧。 https://slicast.com/ko/article/15itg3y Slicast ko 2026-10-22T18:57:31.000Z Nvidia CEO 황젠슨(Jensen Huang)은 "메모리는 많을수록 좋다"고 말하며 2029년 메모리 공급 과잉 우려를 일축했다. https://slicast.com/article/v35wf2 Slicast en 2026-10-22T18:55:00.000Z Micron is ditching 4F² DRAM architecture even as rival memory makers double down on it. https://slicast.com/zh/article/v35wf2 Slicast zh-cn 2026-10-22T18:55:00.000Z 美光科技正在放弃4F²动态随机存取存储器架构，而其竞争对手却在加倍投入该技术。 https://slicast.com/article/5s8x4o Slicast en 2026-10-22T18:47:44.000Z ABC reports that people power in Australian suburbs is exposing the fragility of the AI boom. https://slicast.com/zh/article/5s8x4o Slicast zh-cn 2026-10-22T18:47:44.000Z 澳大利亚广播公司（ABC）报道称，郊区居民的抗议行动正在暴露人工智能热潮的脆弱性。 https://slicast.com/article/1wcmsnv Slicast en 2026-10-22T18:40:36.000Z SBS reports a $3-billion downgrade that could ripple through Australia's surging data center industry. https://slicast.com/zh/article/1wcmsnv Slicast zh-cn 2026-10-22T18:40:36.000Z SBS报道称，一项30亿美元的下调可能波及正快速增长的澳大利亚数据中心行业。 https://slicast.com/article/15uxr7q Slicast en 2026-10-22T18:39:00.000Z GE Vernova fell 11% as Meta's spending outlook stoked AI financing worries, with Vertiv Holdings down 7% and Eaton down 6%. https://slicast.com/zh/article/15uxr7q Slicast zh-cn 2026-10-22T18:39:00.000Z 受Meta支出展望加剧人工智能融资担忧拖累，GE Vernova股价下跌11%，维谛技术下跌7%，伊顿下跌6%。 https://slicast.com/ko/article/15uxr7q Slicast ko 2026-10-22T18:39:00.000Z GE Vernova 주가는 메타의 투자 전망이 AI 자금 조달 우려를 키우면서 11% 하락했고, Vertiv Holdings는 7%, Eaton은 6% 떨어졌다. https://slicast.com/article/hge07s Slicast en 2026-10-22T18:36:54.000Z Nebius says it is 'sequencing' its financing after receiving $3.5 billion from Citi, with bigger asset-backed loans still to come. https://slicast.com/zh/article/hge07s Slicast zh-cn 2026-10-22T18:36:54.000Z Nebius表示正在对融资进行‘分步安排’，此前已从花旗集团获得35亿美元，规模更大的资产支持贷款仍将到位。 https://slicast.com/ko/article/hge07s Slicast ko 2026-10-22T18:36:54.000Z Nebius는 Citi로부터 35억 달러를 확보한 이후 자금 조달을 '순차적으로 진행'하고 있다고 밝혔으며, 더 큰 규모의 자산담보대출이 추가로 예정되어 있다고 전했다. https://slicast.com/article/1kewxlp Slicast en 2026-10-22T18:35:13.000Z Micron revealed its DDR6, LPDDR6, HBM and NAND roadmap as AI memory demand keeps climbing. https://slicast.com/zh/article/1kewxlp Slicast zh-cn 2026-10-22T18:35:13.000Z 美光科技公布了DDR6、LPDDR6、HBM和NAND路线图，同时人工智能内存需求持续攀升。 https://slicast.com/ko/article/1kewxlp Slicast ko 2026-10-22T18:35:13.000Z Micron은 AI 메모리 수요가 계속 늘어나는 가운데 DDR6, LPDDR6, HBM, NAND 로드맵을 공개했다. https://slicast.com/article/1dgmqnl Slicast en 2026-10-22T18:28:15.000Z CBRE is leaning more on its data center business as deals slow elsewhere, per Bisnow. https://slicast.com/zh/article/1dgmqnl Slicast zh-cn 2026-10-22T18:28:15.000Z 据Bisnow报道，世邦魏理仕在其他交易放缓之际，越来越依赖数据中心业务。 https://slicast.com/article/x6b8u8 Slicast en 2026-10-22T17:58:00.000Z SanDisk fell 8% as a memory selloff deepened ahead of earnings, with Western Digital down 7% and Micron down 6%. https://slicast.com/zh/article/x6b8u8 Slicast zh-cn 2026-10-22T17:58:00.000Z 闪迪股价下跌8%，因财报前内存股抛售加剧；西部数据下跌7%，美光科技下跌6%。 https://slicast.com/article/1l40fw5 Slicast en 2026-10-22T17:50:09.000Z Google introduced Agent Compute Engine, a runtime giving every Gemini agent its own hardware-isolated micro virtual machine. https://slicast.com/zh/article/1l40fw5 Slicast zh-cn 2026-10-22T17:50:09.000Z 谷歌推出Agent Compute Engine，这是一种专为人工智能智能体设计的运行时环境，可为每个Gemini智能体分配独立的硬件隔离微型虚拟机。 https://slicast.com/ko/article/1l40fw5 Slicast ko 2026-10-22T17:50:09.000Z Google, Agent Compute Engine을 출시했다. 이는 모든 Gemini 에이전트에 하드웨어 격리된 마이크로 가상 머신을 각각 할당하는 런타임이다. https://slicast.com/article/1k027ta Slicast en 2026-10-22T17:35:35.000Z Gradiant will provide water for a data center in West Texas, according to the Midland Reporter-Telegram. https://slicast.com/zh/article/1k027ta Slicast zh-cn 2026-10-22T17:35:35.000Z 据Midland Reporter-Telegram报道，Gradiant将为西得克萨斯州的一座数据中心提供水资源服务。 https://slicast.com/article/1obmo3x Slicast en 2026-10-22T17:31:11.000Z AD HOC NEWS reports that SK Hynix's index ambitions are meeting a harder reality in HBM. https://slicast.com/zh/article/1obmo3x Slicast zh-cn 2026-10-22T17:31:11.000Z AD HOC NEWS报道称，SK海力士的指数层面期望正面临更严峻的高带宽内存（HBM）市场现实。 https://slicast.com/article/8zxf2a Slicast en 2026-10-22T17:17:23.000Z Omnes Capital has taken a minority stake in Nordic data center startup Heim. https://slicast.com/zh/article/8zxf2a Slicast zh-cn 2026-10-22T17:17:23.000Z Omnes Capital入股北欧数据中心初创公司Heim，持有少数股权。 https://slicast.com/article/1jb9jtn Slicast en 2026-10-22T16:57:02.000Z SoleCrypt unveiled a 40 MW AI campus in Bizerte, Tunisia, per ET Datacenters. https://slicast.com/zh/article/1jb9jtn Slicast zh-cn 2026-10-22T16:57:02.000Z SoleCrypt在突尼斯比塞大推出一座40兆瓦的人工智能园区，消息来源为ET Datacenters。 https://slicast.com/ko/article/1jb9jtn Slicast ko 2026-10-22T16:57:02.000Z SoleCrypt가 ET Datacenters에 따르면 튀니지 비제르테에 40 MW 규모의 AI 캠퍼스를 공개했다. https://slicast.com/article/1ta65n9 Slicast en 2026-10-22T16:49:45.000Z Simply Wall Street highlights three China AI infrastructure stocks after DeepSeek's $15b funding move. https://slicast.com/zh/article/1ta65n9 Slicast zh-cn 2026-10-22T16:49:45.000Z Simply Wall Street在深度求索推出$15b（约150亿美元）融资动作后，梳理了三只中国人工智能基础设施股票。 https://slicast.com/ko/article/1ta65n9 Slicast ko 2026-10-22T16:49:45.000Z Simply Wall Street, DeepSeek의 150억 달러 규모 자금 조달 이후 중국 AI 인프라 관련 3개 종목을 조명하다. https://slicast.com/article/trozz0 Slicast en 2026-10-22T16:48:00.000Z Data centers will cost ComEd $3 billion, and consumer groups warn that Illinois households could end up on the hook, per WBEZ Chicago. https://slicast.com/zh/article/trozz0 Slicast zh-cn 2026-10-22T16:48:00.000Z 据WBEZ Chicago报道，数据中心将让ComEd承担30亿美元成本，消费者团体担心伊利诺伊州家庭最终要为此买单。 https://slicast.com/ko/article/trozz0 Slicast ko 2026-10-22T16:48:00.000Z 데이터센터로 인해 ComEd가 30억 달러를 부담하게 되며, 소비자 단체들은 일리노이 주 가구가 그 비용을 떠안게 될 수 있다고 경고하고 있다고 WBEZ Chicago가 보도했다. https://slicast.com/article/1n0xliz Slicast en 2026-10-22T16:47:00.000Z Vertiv and Nvidia are targeting a 10-week cut in the AI power and cooling setup, per TheStreet. https://slicast.com/zh/article/1n0xliz Slicast zh-cn 2026-10-22T16:47:00.000Z 维谛技术与英伟达瞄准将人工智能供电与散热系统的部署周期缩短10周，据TheStreet报道。 https://slicast.com/article/1cywj99 Slicast en 2026-10-22T16:33:56.000Z A report says 'circular financing' shows the AI bubble is 'primed to pop', per Menafn. https://slicast.com/zh/article/1cywj99 Slicast zh-cn 2026-10-22T16:33:56.000Z 一份报告称，'循环融资'显示人工智能泡沫已'濒临破裂'，消息来源为Menafn。 https://slicast.com/article/hmtdot Slicast en 2026-10-22T16:30:25.000Z Microsoft has filed for a data center campus in Floyd County, Georgia, featuring three data center buildings. https://slicast.com/zh/article/hmtdot Slicast zh-cn 2026-10-22T16:30:25.000Z 微软在佐治亚州弗洛伊德县申请了一个数据中心园区，将包含三栋数据中心建筑。 https://slicast.com/ko/article/hmtdot Slicast ko 2026-10-22T16:30:25.000Z Microsoft가 조지아주 플로이드 카운티에 데이터센터 건물 3동으로 구성된 데이터센터 캠퍼스 건설 계획을 신청했다. https://slicast.com/article/1qopf1y Slicast en 2026-10-22T16:29:48.000Z Reuters reports that Anthropic's IPO stands alone as AI market jitters sideline other listings. https://slicast.com/zh/article/1qopf1y Slicast zh-cn 2026-10-22T16:29:48.000Z 路透社报道，在人工智能市场波动令其他企业上市搁置之际，Anthropic的首次公开募股（IPO）独树一帜。 https://slicast.com/ko/article/1qopf1y Slicast ko 2026-10-22T16:29:48.000Z Reuters 보도에 따르면, AI 시장의 불안감으로 다른 기업들의 상장이 보류된 가운데 Anthropic의 IPO는 홀로 진행되고 있다. https://slicast.com/article/325aq0 Slicast en 2026-10-22T16:25:42.000Z Reliance Global Group signed a letter of intent (LOI) to acquire a GPU cloud provider, and says the proposed AI computing purchase would use cash, not shares. https://slicast.com/zh/article/325aq0 Slicast zh-cn 2026-10-22T16:25:42.000Z Reliance Global Group签署了收购一家图形处理器云服务商的意向书（LOI），并表示拟议中的人工智能算力收购将以现金而非股份支付。 https://slicast.com/ko/article/325aq0 Slicast ko 2026-10-22T16:25:42.000Z Reliance Global Group은 GPU 클라우드 제공업체 인수를 위한 의향서(LOI)를 체결했다고 밝혔으며, 제안된 AI 컴퓨팅 매입은 주식이 아닌 현금으로 이루어질 것이라고 설명했다. https://slicast.com/article/8zp6p3 Slicast en 2026-10-22T16:22:38.000Z IBM's infrastructure revenue rebounded after a Q2 drop, with CEO Arvind Krishna pointing to a sovereign AI 'tailwind'. https://slicast.com/zh/article/8zp6p3 Slicast zh-cn 2026-10-22T16:22:38.000Z IBM基础设施业务收入在第二季度下滑后出现反弹，首席执行官Arvind Krishna称主权人工智能是其所看到的'顺风'。 https://slicast.com/article/178pisa Slicast en 2026-10-22T16:20:35.000Z HPE expanded its Private Cloud AI solution to support mixed Nvidia hardware clusters and launched a Vera CPU rack, with expanded support for agentic AI. https://slicast.com/zh/article/178pisa Slicast zh-cn 2026-10-22T16:20:35.000Z 慧与（HPE）扩展了其Private Cloud AI方案，以支持混合英伟达硬件集群，并推出Vera CPU机架，加强对智能体人工智能的支持。 https://slicast.com/article/1vravgh Slicast en 2026-10-22T16:18:13.000Z Nokia beat earnings on AI-driven demand, yet its shares slid, according to Invezz. https://slicast.com/zh/article/1vravgh Slicast zh-cn 2026-10-22T16:18:13.000Z 诺基亚财报因人工智能驱动的需求超出预期，但股价下跌，消息来源为Invezz。 https://slicast.com/article/16ml8an Slicast en 2026-10-22T16:17:35.000Z HUMAIN and NVIDIA expanded their Saudi AI factory pipeline by 84MW, per Data Centre Magazine. https://slicast.com/zh/article/16ml8an Slicast zh-cn 2026-10-22T16:17:35.000Z HUMAIN与英伟达将沙特人工智能工厂项目管线扩大84兆瓦，消息来源为Data Centre Magazine。 https://slicast.com/ko/article/16ml8an Slicast ko 2026-10-22T16:17:35.000Z HUMAIN과 NVIDIA가 Data Centre Magazine에 따르면 사우디 AI 팩토리 파이프라인을 84MW 확대했다. https://slicast.com/article/5rvvtu Slicast en 2026-10-22T16:15:17.000Z Utility Dive reports utilities are turning to AI to manage rising power demand, including for maintenance prioritization and demand forecasting, while uneven or unauditable AI outputs constrain broade https://slicast.com/zh/article/5rvvtu Slicast zh-cn 2026-10-22T16:15:17.000Z Utility Dive报道，公用事业公司正转向人工智能应对由人工智能带来的电力需求增长，应用包括检修优先级排序和需求预测，但输出结果不稳定或无法审计，限制了更广泛的应用。 https://slicast.com/article/tfmh5j Slicast en 2026-10-22T16:05:01.000Z Nvidia unveiled its DSX POD, saying it can slash AI data center deployment times, while its Berlin launch also drew a Greenpeace protest against rapid industry expansion. https://slicast.com/zh/article/tfmh5j Slicast zh-cn 2026-10-22T16:05:01.000Z 英伟达发布DSX POD，称其可大幅缩短人工智能数据中心的部署时间；在柏林的发布会上，绿色和平组织发起抗议，反对行业快速扩张。 https://slicast.com/ko/article/tfmh5j Slicast ko 2026-10-22T16:05:01.000Z Nvidia, DSX POD를 공개하며 AI 데이터센터 구축 기간을 획기적으로 단축할 수 있다고 밝혔다. 한편 베를린 출시 행사에서는 업계의 급속한 확장에 반대하는 그린피스 시위도 벌어졌다. https://slicast.com/article/148iscn Slicast en 2026-10-22T16:01:57.000Z Al-Monitor assesses what Iran's threats to Hormuz internet cables mean for the Gulf. https://slicast.com/zh/article/148iscn Slicast zh-cn 2026-10-22T16:01:57.000Z Al-Monitor分析了伊朗对霍尔木兹海峡互联网缆线的威胁对海湾地区意味着什么。 https://slicast.com/article/1pgkif4 Slicast en 2026-10-22T16:00:36.000Z Vector Core Compute is launching a new neocloud for agentic edge AI and is working with SambaNova to differentiate. https://slicast.com/zh/article/1pgkif4 Slicast zh-cn 2026-10-22T16:00:36.000Z Vector Core Compute推出一家面向智能体边缘场景的新型云服务商，并与SambaNova合作寻求差异化。 https://slicast.com/ko/article/1pgkif4 Slicast ko 2026-10-22T16:00:36.000Z Vector Core Compute는 에이전틱 엣지 AI를 위한 새로운 네오클라우드를 출시하며, SambaNova와 협력해 차별화를 꾀하고 있다. https://slicast.com/article/6xc6nh Slicast en 2026-10-22T16:00:00.000Z Taipei Times reports that TSMC is seeking alternatives to certain factory equipment. https://slicast.com/zh/article/6xc6nh Slicast zh-cn 2026-10-22T16:00:00.000Z 据Taipei Times报道，台积电正在寻找部分工厂设备的替代供应商。 https://slicast.com/ko/article/6xc6nh Slicast ko 2026-10-22T16:00:00.000Z Taipei Times는 TSMC가 일부 공장 장비에 대한 대체 수단을 모색하고 있다고 보도했다. https://slicast.com/article/ntf0q7 Slicast en 2026-10-22T15:54:03.000Z Arbol launched a first-of-its-kind moratorium risk insurance product that pays out if data center construction is suspended. https://slicast.com/zh/article/ntf0q7 Slicast zh-cn 2026-10-22T15:54:03.000Z Arbol推出了同类首创的暂停建设风险保险，在数据中心建设被暂停时进行赔付。 https://slicast.com/ko/article/ntf0q7 Slicast ko 2026-10-22T15:54:03.000Z Arbol은 데이터센터 건설이 중단될 경우 보험금을 지급하는 업계 최초의 모라토리엄 리스크 보험 상품을 출시했다. https://slicast.com/article/19dubd6 Slicast en 2026-10-22T15:40:50.000Z Dell unveiled Nvidia Vera CPU offerings and launched its first Groq 3 LPU rack-scale inference solution, with all products purpose-built for agentic AI, Dell said. https://slicast.com/zh/article/19dubd6 Slicast zh-cn 2026-10-22T15:40:50.000Z 戴尔推出英伟达Vera CPU系列产品，并首次推出Groq 3 LPU机架级推理解决方案；戴尔表示，所有产品均专为智能体AI打造。 https://slicast.com/ko/article/19dubd6 Slicast ko 2026-10-22T15:40:50.000Z Dell은 Nvidia Vera CPU 제품군을 공개하고 첫 번째 Groq 3 LPU 랙 스케일 추론 솔루션을 출시했다고 밝혔다. Dell은 모든 제품이 에이전틱 AI를 위해 설계되었다고 덧붙였다. https://slicast.com/article/trj06 Slicast en 2026-10-22T15:39:59.000Z Sammy Fans examines the DRAM split over the 4F² cell architecture, framing Samsung and SK hynix as alarmed, CXMT as making an aggressive bet, and Micron as having made a clever rejection of the design https://slicast.com/zh/article/trj06 Slicast zh-cn 2026-10-22T15:39:59.000Z Sammy Fans分析了围绕4F²单元结构的DRAM阵营分化：文章将三星和SK海力士描述为陷入恐慌，长鑫存储（CXMT）押注激进，美光则巧妙地选择了拒绝。 https://slicast.com/article/1apdjg6 Slicast en 2026-10-22T15:39:37.000Z Samsung's Lee Jae-yong inspected a power plant site in the UAE amid war, according to Chosun Ilbo. https://slicast.com/zh/article/1apdjg6 Slicast zh-cn 2026-10-22T15:39:37.000Z 据朝鲜日报报道，三星的Lee Jae-yong在战争背景下视察了阿联酋一处发电厂选址。 https://slicast.com/article/vjmjmk Slicast en 2026-10-22T15:35:24.000Z NVIDIA plans to connect 576 Rubin Ultra GPUs using co-packaged optics (CPO) next year to form one giant GPU with what it describes as 'highest performance per watt', aimed at driving 10 trillion-param https://slicast.com/zh/article/vjmjmk Slicast zh-cn 2026-10-22T15:35:24.000Z 英伟达计划明年使用共封装光学（CPO）将576颗Rubin Ultra图形处理器连接起来，形成一颗巨型GPU，宣称其每瓦性能最高，用于驱动10万亿参数级AI模型。 https://slicast.com/ko/article/vjmjmk Slicast ko 2026-10-22T15:35:24.000Z NVIDIA는 내년에 공동 패키징 광학(CPO)을 활용해 576개의 Rubin Ultra GPU를 연결하여 하나의 거대한 GPU를 구성할 계획이라고 밝혔습니다. 회사 측은 이를 "와트당 최고 성능"이라고 설명하며, 10조 개 매개변수 규모의 AI 모델 구동을 목표로 하고 있습니다. https://slicast.com/article/6l0557 Slicast en 2026-10-22T15:29:43.000Z Lava has uncovered banned Nvidia chips linked to China Telecom addresses, according to Crypto Briefing. https://slicast.com/zh/article/6l0557 Slicast zh-cn 2026-10-22T15:29:43.000Z 据Crypto Briefing报道，Lava发现了与中国电信地址相关联的被禁英伟达芯片。 https://slicast.com/ko/article/6l0557 Slicast ko 2026-10-22T15:29:43.000Z Lava는 Crypto Briefing에 따르면 China Telecom 주소와 연결된 금지 대상 Nvidia 칩을 적발했다. https://slicast.com/article/1hjwv24 Slicast en 2026-10-22T15:25:17.000Z Short sellers have booked about $6 billion in unrealized paper gains as AI data center stocks sold off over debt fears, per CNBC TV18. https://slicast.com/zh/article/1hjwv24 Slicast zh-cn 2026-10-22T15:25:17.000Z 随着AI数据中心板块股价因债务担忧下跌，做空者账面浮盈约60亿美元（据CNBC TV18报道）。 https://slicast.com/ko/article/1hjwv24 Slicast ko 2026-10-22T15:25:17.000Z 공매도 세력이 AI 데이터센터 관련주의 debt 우려에 따른 급락으로 약 60억 달러의 미실현 평가이익을 확보했다고 CNBC TV18이 보도했다. https://slicast.com/article/y5gvxd Slicast en 2026-10-22T15:20:48.000Z A billionaire developer's secretive San Diego AI data center pitch is drawing scrutiny over Trump ties, housing questions and a 99-year Navy land deal. https://slicast.com/zh/article/y5gvxd Slicast zh-cn 2026-10-22T15:20:48.000Z 一位亿万富翁开发商在圣地亚哥秘密推销的AI数据中心方案，因其与特朗普的关联、住房问题以及一项99年期海军土地协议而受到关注。 https://slicast.com/ko/article/y5gvxd Slicast ko 2026-10-22T15:20:48.000Z 억만장자 개발업자가 추진 중인 샌디에이고 AI 데이터센터 계획이 비공개 진행 방식으로 논란을 빚고 있으며, 트럼프 측과의 연관성, 주택 문제, 그리고 99년 기간의 해군 부지 계약을 둘러싸고 검증이 이어지고 있다. https://slicast.com/article/1hdnhf5 Slicast en 2026-10-22T15:15:22.000Z Canadian company Uniserve is developing a 1MW data center in Vancouver on a site next door to an existing data center. https://slicast.com/zh/article/1hdnhf5 Slicast zh-cn 2026-10-22T15:15:22.000Z 加拿大Uniserve公司正在温哥华建设一座1兆瓦数据中心，选址紧邻一座现有数据中心。 https://slicast.com/article/11la3vz Slicast en 2026-10-22T15:13:25.000Z Former OpenAI head of data centers Chris Malone has joined Nvidia to help lead the DSX Platform team, after his OpenAI departure was reported two months earlier. https://slicast.com/zh/article/11la3vz Slicast zh-cn 2026-10-22T15:13:25.000Z OpenAI前数据中心负责人Chris Malone加入英伟达，协助领导DSX Platform团队；其离开OpenAI的消息此前两个月已有报道。 https://slicast.com/ko/article/11la3vz Slicast ko 2026-10-22T15:13:25.000Z 전 OpenAI 데이터센터 책임자 Chris Malone이 DSX Platform 팀을 이끄는 역할을 맡아 Nvidia에 합류했다. 그의 OpenAI 퇴사는 두 달 전에 보도된 바 있다. https://slicast.com/article/12b8fi9 Slicast en 2026-10-22T15:07:22.000Z DDN has joined NetApp and VAST Data as suppliers at Dutch neocloud Nebul. https://slicast.com/zh/article/12b8fi9 Slicast zh-cn 2026-10-22T15:07:22.000Z DDN与NetApp和VAST Data一同成为荷兰新型云服务商Nebul的供应商。 https://slicast.com/ko/article/12b8fi9 Slicast ko 2026-10-22T15:07:22.000Z DDN가 네덜란드 네오클라우드 기업 Nebul의 공급업체로 NetApp, VAST Data와 함께 합류했다. https://slicast.com/article/1wxhzy8 Slicast en 2026-10-22T15:00:02.000Z NVIDIA launched Minerva, an AIOps platform offering end-to-end observability to help teams find problems earlier and keep AI factories productive. https://slicast.com/zh/article/1wxhzy8 Slicast zh-cn 2026-10-22T15:00:02.000Z 英伟达推出Minerva，这是一个面向AI工厂的端到端可观测性智能运维平台，帮助团队更早发现问题并保持AI工厂的生产效率。 https://slicast.com/ko/article/1wxhzy8 Slicast ko 2026-10-22T15:00:02.000Z NVIDIA가 Minerva를 출시했습니다. 이 AIOps 플랫폼은 엔드 투 엔드 관측성(observability)을 제공해 팀이 문제를 더 일찍 발견하고 AI 팩토리의 생산성을 유지하도록 돕습니다. https://slicast.com/article/mnp98p Slicast en 2026-10-22T14:48:53.000Z Micron is skipping a planned NAND generation. https://slicast.com/zh/article/mnp98p Slicast zh-cn 2026-10-22T14:48:53.000Z 美光将跳过一个原定推出的闪存（NAND）世代。 https://slicast.com/article/osz04r Slicast en 2026-10-22T14:43:26.000Z Venture Global plans an off-grid AI network in south Louisiana. https://slicast.com/zh/article/osz04r Slicast zh-cn 2026-10-22T14:43:26.000Z Venture Global计划在路易斯安那州南部建设一个离网AI网络。 https://slicast.com/ko/article/osz04r Slicast ko 2026-10-22T14:43:26.000Z Venture Global, 루이지애나 남부에 계통 연계 없는(off-grid) AI 네트워크 구축 계획 https://slicast.com/article/i4qcle Slicast en 2026-10-22T14:36:27.000Z Seeking Alpha argues that AI memory prices for SK hynix (NASDAQ:SKHY) could more than double in 2027. https://slicast.com/zh/article/i4qcle Slicast zh-cn 2026-10-22T14:36:27.000Z Seeking Alpha认为SK海力士（NASDAQ:SKHY）的AI内存价格在2027年可能翻一番以上。 https://slicast.com/ko/article/i4qcle Slicast ko 2026-10-22T14:36:27.000Z Seeking Alpha는 SK hynix(NASDAQ:SKHY)의 AI 메모리 가격이 2027년에 두 배 이상 오를 수 있다고 주장했다. https://slicast.com/article/uf9v3w Slicast en 2026-10-22T14:34:37.000Z Newly launched Quake AI is seeking GPU channel partners. https://slicast.com/zh/article/uf9v3w Slicast zh-cn 2026-10-22T14:34:37.000Z 新成立的Quake AI正在寻找图形处理器渠道合作伙伴。 https://slicast.com/article/k61o7u Slicast en 2026-10-22T14:34:33.000Z Aleria is expanding UAE sovereign AI capacity with 14,000 NVIDIA Rubin GPUs. https://slicast.com/zh/article/k61o7u Slicast zh-cn 2026-10-22T14:34:33.000Z Aleria正以1.4万颗英伟达Rubin图形处理器扩充阿联酋主权AI算力。 https://slicast.com/ko/article/k61o7u Slicast ko 2026-10-22T14:34:33.000Z Aleria, UAE 국가 주권 AI 역량을 확대하기 위해 NVIDIA Rubin GPU 14,000개를 도입한다. https://slicast.com/article/1pdanio Slicast en 2026-10-22T14:27:36.000Z China has voiced opposition to a US ban on DeepSeek while drafting its own export controls. https://slicast.com/zh/article/1pdanio Slicast zh-cn 2026-10-22T14:27:36.000Z 中国反对美国对DeepSeek实施禁令，同时正在起草自身的出口管制措施。 https://slicast.com/ko/article/1pdanio Slicast ko 2026-10-22T14:27:36.000Z 중국은 미국의 DeepSeek 사용 금지 조치에 반대 의사를 밝히는 한편, 자체 수출 통제 방안을 마련하고 있다. https://slicast.com/article/36y5sk Slicast en 2026-10-22T14:27:36.000Z Rural data centers are fueling AI growth but drawing growing community concerns, according to a SuaraGarut.ID report. https://slicast.com/zh/article/36y5sk Slicast zh-cn 2026-10-22T14:27:36.000Z 农村数据中心在推动人工智能增长的同时，也引发了社区方面的担忧。 https://slicast.com/article/10zhvwr Slicast en 2026-10-22T14:26:29.000Z HUMAIN and DataVolt have signed an agreement with Nebius to provide 50 MW of capacity in NEOM. https://slicast.com/zh/article/10zhvwr Slicast zh-cn 2026-10-22T14:26:29.000Z HUMAIN与DataVolt已与Nebius签署协议，将在NEOM提供50兆瓦的算力容量。 https://slicast.com/ko/article/10zhvwr Slicast ko 2026-10-22T14:26:29.000Z HUMAIN과 DataVolt는 Nebius와 NEOM에서 50 MW 규모의 용량을 제공하기로 하는 계약을 체결했다. https://slicast.com/article/l34ah4 Slicast en 2026-10-22T14:26:15.000Z Applied Digital shares jumped 8.5% after it announced a joint venture with Soluna for a 50 MW wind-powered AI data center. https://slicast.com/zh/article/l34ah4 Slicast zh-cn 2026-10-22T14:26:15.000Z Applied Digital股价上涨8.5%，此前其宣布与Soluna成立合资企业，共同建设一座50兆瓦、以风电供电的人工智能数据中心。 https://slicast.com/ko/article/l34ah4 Slicast ko 2026-10-22T14:26:15.000Z Applied Digital 주가는 Soluna와 50MW 규모 풍력 기반 AI 데이터센터 합작투자를 발표한 뒤 8.5% 상승했다. https://slicast.com/article/3vte6s Slicast en 2026-10-22T14:14:00.000Z CBRE Group reported Q3 2026 core EPS growth of 28% on an 80% surge in data center services, and held its 2027 outlook despite a capital markets freeze. https://slicast.com/zh/article/3vte6s Slicast zh-cn 2026-10-22T14:14:00.000Z 世邦魏理仕2026年第三季度核心每股收益同比增长28%，数据中心服务业务飙升80%，尽管资本市场冻结，仍维持2027年展望不变。 https://slicast.com/ko/article/3vte6s Slicast ko 2026-10-22T14:14:00.000Z CBRE Group는 2026년 3분기 핵심 주당순이익(EPS)이 28% 증가했다고 발표했으며, 데이터센터 서비스 매출이 80% 급증한 데 힘입었다. 자본시장 경색에도 불구하고 2027년 전망은 유지했다. https://slicast.com/article/tvo3bv Slicast en 2026-10-22T14:08:54.000Z Samsung and SK Hynix are reportedly set to produce advanced RAM in Chinese factories. https://slicast.com/zh/article/tvo3bv Slicast zh-cn 2026-10-22T14:08:54.000Z 据报道，三星电子与SK海力士将在中国工厂生产先进内存芯片。 https://slicast.com/ko/article/tvo3bv Slicast ko 2026-10-22T14:08:54.000Z 삼성전자와 SK하이닉스가 중국 공장에서 첨단 RAM을 생산할 예정이라는 보도가 나왔다. https://slicast.com/article/307dau Slicast en 2026-10-22T14:08:03.000Z DCD's Kat Sullivan interviews Google's Matt Hull on operating AI infrastructure at scale, hypercomputers, TPUs, and how data center design must evolve. https://slicast.com/zh/article/307dau Slicast zh-cn 2026-10-22T14:08:03.000Z DCD的Kat Sullivan与谷歌的Matt Hull对话，探讨大规模运营人工智能基础设施、超级计算架构与TPU，以及数据中心设计应如何演进。 https://slicast.com/article/r7cbrk Slicast en 2026-10-22T14:07:00.000Z DeepSeek has raised $15 billion, days after a US federal ban was imposed on it. https://slicast.com/zh/article/r7cbrk Slicast zh-cn 2026-10-22T14:07:00.000Z DeepSeek在美国联邦禁令出台数日后，已完成150亿美元融资。 https://slicast.com/ko/article/r7cbrk Slicast ko 2026-10-22T14:07:00.000Z DeepSeek, 미국 연방 정부의 금지 조치가 시행된 지 불과 며칠 만에 150억 달러를 조달했다. https://slicast.com/article/1vfhegm Slicast en 2026-10-22T13:59:00.000Z Hunan Construction Investment has set up a new AIDC industry fund with a total size of 5 billion yuan, located in the Xiangjiang Fund Town. https://slicast.com/zh/article/1vfhegm Slicast zh-cn 2026-10-22T13:59:00.000Z 湖南建投新设一支总规模50亿元的人工智能数据中心产业基金，落户湘江基金小镇。 https://slicast.com/article/ql0ud7 Slicast en 2026-10-22T13:58:07.000Z IBM posted 5% sales growth and said its infrastructure deals have come back. https://slicast.com/zh/article/ql0ud7 Slicast zh-cn 2026-10-22T13:58:07.000Z 国际商业机器公司销售额同比增长5%，并表示基础设施业务的订单已经恢复。 https://slicast.com/ko/article/ql0ud7 Slicast ko 2026-10-22T13:58:07.000Z IBM은 매출이 5% 성장했다고 발표했으며, 인프라 계약이 회복세에 들어섰다고 밝혔다. https://slicast.com/article/2ddit2 Slicast en 2026-10-22T13:48:58.000Z Google Cloud has added OpenAI models with unified billing and enterprise controls. https://slicast.com/zh/article/2ddit2 Slicast zh-cn 2026-10-22T13:48:58.000Z 谷歌云新增OpenAI模型，并提供统一计费与企业管控功能。 https://slicast.com/article/1ngtpey Slicast en 2026-10-22T13:45:00.000Z TSMC is reportedly asking equipment suppliers for chipmaking machinery that does not contain Chinese rare-earth magnets, as it seeks to reduce exposure to China's rare-earth supply. https://slicast.com/zh/article/1ngtpey Slicast zh-cn 2026-10-22T13:45:00.000Z 据报道，台积电要求设备供应商提供不含中国稀土磁体的芯片制造设备，以降低对中国稀土供应的依赖。 https://slicast.com/ko/article/1ngtpey Slicast ko 2026-10-22T13:45:00.000Z TSMC는 중국의 희토류 공급에 대한 노출을 줄이기 위해, 중국산 희토류 자석을 포함하지 않은 반도체 제조 장비를 공급업체에 요청하고 있는 것으로 전해졌다. https://slicast.com/article/1h6ouxo Slicast en 2026-10-22T13:44:13.000Z Dell expanded its AI Factory with 64GB desk-side AI boxes, Vera CPU racks and Groq LPU inference from NVIDIA. https://slicast.com/zh/article/1h6ouxo Slicast zh-cn 2026-10-22T13:44:13.000Z 戴尔扩展了其AI Factory产品线，新增64GB桌面级人工智能一体机、Vera CPU机架以及英伟达提供的Groq LPU推理方案。 https://slicast.com/ko/article/1h6ouxo Slicast ko 2026-10-22T13:44:13.000Z Dell은 AI 팩토리를 확장해 64GB 데스크사이드 AI 박스, Vera CPU 랙, NVIDIA의 Groq LPU 추론 솔루션을 선보였다. https://slicast.com/article/2mrsnw Slicast en 2026-10-22T13:43:24.000Z Mzansi Mind is advancing South Africa's sovereign AI ambitions with HPE infrastructure. https://slicast.com/zh/article/2mrsnw Slicast zh-cn 2026-10-22T13:43:24.000Z Mzansi Mind正借助慧与（HPE）基础设施推进南非的主权人工智能计划。 https://slicast.com/article/gp2dew Slicast en 2026-10-22T13:39:25.000Z SpaceX is offering a 20% pay rise to staff willing to relocate for the Colossus AI buildout. https://slicast.com/zh/article/gp2dew Slicast zh-cn 2026-10-22T13:39:25.000Z SpaceX向愿意为Colossus人工智能建设项目搬迁的员工提供20%的加薪。 https://slicast.com/ko/article/gp2dew Slicast ko 2026-10-22T13:39:25.000Z SpaceX는 Colossus AI 구축 사업에 참여하기 위해 이주에 동의하는 직원에게 20% 임금 인상을 제안하고 있다. https://slicast.com/article/1ts5n6a Slicast en 2026-10-22T13:34:08.000Z New model laws will help cities and states set guardrails as data centers multiply and strain energy grids nationwide. https://slicast.com/zh/article/1ts5n6a Slicast zh-cn 2026-10-22T13:34:08.000Z 随着数据中心在全美激增并给能源电网带来压力，新的示范性法律将帮助各城市与各州设定监管约束。 https://slicast.com/ko/article/1ts5n6a Slicast ko 2026-10-22T13:34:08.000Z 새로운 모델 법안은 데이터센터가 전국적으로 늘어나 에너지 그리드에 부담을 주는 상황에서, 도시와 주가 안전장치를 마련하는 데 도움을 줄 것이다. https://slicast.com/article/1agqcst Slicast en 2026-10-22T13:23:14.000Z CoreWeave shares are on edge after Nvidia CEO Jensen Huang touted strong demand for neocloud capacity. https://slicast.com/zh/article/1agqcst Slicast zh-cn 2026-10-22T13:23:14.000Z 英伟达首席执行官黄仁勋称赞新兴云服务商需求强劲，CoreWeave股价因此备受关注。 https://slicast.com/ko/article/1agqcst Slicast ko 2026-10-22T13:23:14.000Z CoreWeave 주가는 Nvidia CEO 젠슨 황이 neocloud 역량에 대한 강한 수요를 언급한 이후 불안한 흐름을 보이고 있다. https://slicast.com/article/11d3tew Slicast en 2026-10-22T13:20:52.000Z The EIA says US power consumption will hit record highs in 2026 and 2027 as AI usage surges. https://slicast.com/zh/article/11d3tew Slicast zh-cn 2026-10-22T13:20:52.000Z 美国能源信息署（EIA）表示，随着AI使用量激增，2026年和2027年美国用电量将创历史新高。 https://slicast.com/ko/article/11d3tew Slicast ko 2026-10-22T13:20:52.000Z EIA는 AI 사용량 급증에 따라 2026년과 2027년 미국의 전력 소비량이 사상 최고치를 기록할 것이라고 밝혔다. https://slicast.com/article/kbj8kh Slicast en 2026-10-22T13:12:38.000Z Nvidia CEO Jensen Huang says he sees no sign of a memory glut in 2029 and that 'you can always use more.' https://slicast.com/zh/article/kbj8kh Slicast zh-cn 2026-10-22T13:12:38.000Z 英伟达首席执行官黄仁勋表示，他未看到2029年存储器过剩的迹象，并称'你总是可以用得更多'。 https://slicast.com/ko/article/kbj8kh Slicast ko 2026-10-22T13:12:38.000Z Nvidia CEO 젠슨 황은 2029년에 메모리 공급 과잉의 조짐은 보이지 않는다며, "언제든 더 많이 쓸 수 있다"고 말했다. https://slicast.com/article/1mzqr5d Slicast en 2026-10-22T13:00:20.000Z Cloud Deployment Incoming: ‘Call of Duty: Modern Warfare 4’ Arrives on GeForce NOW https://slicast.com/zh/article/1mzqr5d Slicast zh-cn 2026-10-22T13:00:20.000Z 云端部署即将到来:《使命召唤:现代战争4》登陆 GeForce NOW https://slicast.com/article/1r46nv6 Slicast en 2026-10-22T12:36:00.000Z Chinese technology giants are rushing to buy about $35 billion of export-compliant Nvidia chips. https://slicast.com/zh/article/1r46nv6 Slicast zh-cn 2026-10-22T12:36:00.000Z 中国科技巨头正争相采购约350亿美元的符合出口规定的英伟达（Nvidia）芯片。 https://slicast.com/ko/article/1r46nv6 Slicast ko 2026-10-22T12:36:00.000Z 중국 기술 대기업들이 수출 규제를 준수하는 엔비디아 칩 약 350억 달러어치를 구매하기 위해 서두르고 있다. https://slicast.com/article/jmjho7 Slicast en 2026-10-22T12:30:55.000Z Infineon and Nvidia will develop gallium nitride power conversion technology for 800VDC data center racks, the latest agreement supporting the industry's move to 800VDC. https://slicast.com/zh/article/jmjho7 Slicast zh-cn 2026-10-22T12:30:55.000Z 英飞凌与英伟达将共同开发面向800VDC数据中心机架的氮化镓功率转换技术，这是支持行业向800VDC过渡的最新合作。 https://slicast.com/ko/article/jmjho7 Slicast ko 2026-10-22T12:30:55.000Z Infineon과 Nvidia는 800VDC 데이터센터 랙을 위한 질화갈륨(GaN) 전력 변환 기술을 공동 개발한다. 이번 합의는 업계의 800VDC 전환을 지원하는 최신 협력이다. https://slicast.com/article/l7lejd Slicast en 2026-10-22T12:30:00.000Z INNIO received a follow-on order from a data center customer, bringing that customer's total orders to 1.72 GW and strengthening INNIO's data center backlog and revenue visibility. https://slicast.com/zh/article/l7lejd Slicast zh-cn 2026-10-22T12:30:00.000Z INNIO获得一家数据中心客户的追加订单，使该客户的累计订单达到1.72 GW，进一步强化了INNIO的数据中心在手订单和收入可见度。 https://slicast.com/ko/article/l7lejd Slicast ko 2026-10-22T12:30:00.000Z INNIO는 한 데이터센터 고객으로부터 추가 주문을 수주했으며, 이로써 해당 고객의 누적 주문량은 1.72 GW에 달했습니다. 이번 수주는 INNIO의 데이터센터 수주잔고와 매출 가시성을 한층 강화합니다. https://slicast.com/article/119tpwu Slicast en 2026-10-22T12:30:00.000Z Follow-on Order Brings Orders from INNIO Data Center Customer to 1.72 GW, Further Strengthening INNIO’s Data Center Backlog and Revenue Visibility https://slicast.com/zh/article/119tpwu Slicast zh-cn 2026-10-22T12:30:00.000Z 后续订单使 INNIO 数据中心客户的订单总量达到 1.72 GW,进一步巩固 INNIO 的数据中心积压订单和营收可见度 https://slicast.com/article/1q98m9g Slicast en 2026-10-22T12:23:14.000Z Google is working with Voltus to build a 1 GW virtual power plant. https://slicast.com/zh/article/1q98m9g Slicast zh-cn 2026-10-22T12:23:14.000Z 谷歌正与Voltus合作建设一座1 GW的虚拟电厂。 https://slicast.com/ko/article/1q98m9g Slicast ko 2026-10-22T12:23:14.000Z Google는 Voltus와 협력하여 1GW 규모의 가상발전소(VPP)를 구축하고 있다. https://slicast.com/article/1o95kuk Slicast en 2026-10-22T12:20:45.000Z Nebius has joined a Humain and DataVolt project at the Oxagon mega campus. https://slicast.com/zh/article/1o95kuk Slicast zh-cn 2026-10-22T12:20:45.000Z Nebius已加入Humain与DataVolt在Oxagon超大型园区的合作项目。 https://slicast.com/ko/article/1o95kuk Slicast ko 2026-10-22T12:20:45.000Z Nebius가 Oxagon 메가 캠퍼스에서 Humain 및 DataVolt 프로젝트에 합류했다. https://slicast.com/article/li13st Slicast en 2026-10-22T12:12:50.000Z Nebius holds a 50-megawatt Saudi option and a prepayment cushion, with Piper Sandler framing a 'lower bar' for the stock. https://slicast.com/zh/article/li13st Slicast zh-cn 2026-10-22T12:12:50.000Z Nebius持有一项50 MW的沙特选择权及预付款缓冲，Piper Sandler将其对该股的预期门槛描述为'更低'。 https://slicast.com/ko/article/li13st Slicast ko 2026-10-22T12:12:50.000Z Nebius는 50메가와트 규모의 사우디 옵션과 선결제 완충 자금을 보유하고 있으며, Piper Sandler는 이 주식에 대해 '낮아진 기준선'이라고 평가했다. https://slicast.com/article/1d01nx9 Slicast en 2026-10-22T12:10:37.000Z Flexible grid access arrangements are cutting power wait times for AI data centers. https://slicast.com/zh/article/1d01nx9 Slicast zh-cn 2026-10-22T12:10:37.000Z 灵活的电网接入安排正在缩短AI数据中心的供电等待时间。 https://slicast.com/article/19i1650 Slicast en 2026-10-22T12:06:00.000Z Google is building a 1-gigawatt virtual power plant with Voltus to supply grid flexibility for its data center load. https://slicast.com/zh/article/19i1650 Slicast zh-cn 2026-10-22T12:06:00.000Z 谷歌正与Voltus合作建设一座1吉瓦的虚拟电厂，为其数据中心负荷提供电网灵活性支持。 https://slicast.com/ko/article/19i1650 Slicast ko 2026-10-22T12:06:00.000Z Google는 데이터센터 전력 수요에 대응하기 위한 계통 유연성을 제공하고자 Voltus와 함께 1기가와트 규모의 가상발전소(VPP)를 구축하고 있다. https://slicast.com/article/1jgu7il Slicast en 2026-10-22T12:02:41.000Z Latitude Media reports that data centers are heading toward a looming surge in methane emissions. https://slicast.com/zh/article/1jgu7il Slicast zh-cn 2026-10-22T12:02:41.000Z Latitude Media报道称，数据中心相关的甲烷排放即将大幅上升。 https://slicast.com/article/txhrgg Slicast en 2026-10-22T12:01:04.000Z TSMC is seeking rare-earth-free factory equipment as China's export controls threaten chip supply chains. https://slicast.com/zh/article/txhrgg Slicast zh-cn 2026-10-22T12:01:04.000Z 台积电正寻求不含稀土的晶圆厂设备，以应对中国出口管制对芯片供应链的威胁。 https://slicast.com/ko/article/txhrgg Slicast ko 2026-10-22T12:01:04.000Z TSMC는 중국의 수출 통제로 반도체 공급망이 위협받으면서 희토류를 사용하지 않는 공장 장비를 찾고 있다. https://slicast.com/article/139inda Slicast en 2026-10-22T12:00:00.000Z LAM RESEARCH CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/139inda Slicast zh-cn 2026-10-22T12:00:00.000Z LAM RESEARCH CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/13qro2q Slicast en 2026-10-22T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/13qro2q Slicast zh-cn 2026-10-22T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1v7428a Slicast en 2026-10-22T12:00:00.000Z Meta Platforms files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1v7428a Slicast zh-cn 2026-10-22T12:00:00.000Z Meta Platforms 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1wmbwc1 Slicast en 2026-10-22T12:00:00.000Z Smartbird Expands Enterprise AI Infrastructure Ecosystem with WEKA Technology https://slicast.com/zh/article/1wmbwc1 Slicast zh-cn 2026-10-22T12:00:00.000Z Smartbird 携手 WEKA 技术,拓展企业级 AI 基础设施生态 https://slicast.com/article/6keqws Slicast en 2026-10-22T12:00:00.000Z Tesla files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/6keqws Slicast zh-cn 2026-10-22T12:00:00.000Z Tesla 提交 10-Q：季度报告(10-Q) https://slicast.com/article/8z5qeh Slicast en 2026-10-22T12:00:00.000Z Bloom Energy files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/8z5qeh Slicast zh-cn 2026-10-22T12:00:00.000Z Bloom Energy 提交 8-K：重大事件 https://slicast.com/article/mqw3hs Slicast en 2026-10-22T12:00:00.000Z Nebius Group N.V. files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/mqw3hs Slicast zh-cn 2026-10-22T12:00:00.000Z Nebius Group N.V. 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/rgsfpe Slicast en 2026-10-22T12:00:00.000Z Sensata Technologies Introduces Ultrasonic Flow Sensors Designed for AI-Driven Data Center Cooling Systems https://slicast.com/zh/article/rgsfpe Slicast zh-cn 2026-10-22T12:00:00.000Z Sensata Technologies 推出面向 AI 驱动数据中心冷却系统的超声波流量传感器 https://slicast.com/article/1tkoohy Slicast en 2026-10-22T11:05:00.000Z Broadcom has reportedly arranged more than $50 billion for OpenAI in connection with custom ASIC deals, as custom chip supply-chain roles shift across the industry. https://slicast.com/zh/article/1tkoohy Slicast zh-cn 2026-10-22T11:05:00.000Z 据报道,博通已为OpenAI安排了超过500亿美元的资金,用于定制ASIC相关交易,同时定制芯片供应链中的角色正在整个行业范围内发生转变。 https://slicast.com/ko/article/1tkoohy Slicast ko 2026-10-22T11:05:00.000Z Broadcom가 맞춤형 ASIC 계약과 관련해 OpenAI를 위해 500억 달러 이상을 주선한 것으로 전해졌다. 업계 전반에서 맞춤형 칩 공급망 내 역할도 재편되고 있다. https://slicast.com/article/10utjym Slicast en 2026-10-22T11:00:00.000Z Nebius has secured a $3.5 billion financing facility with Citi to fund AI data center and GPU expansion. Nebius says it is sequencing its financing, with larger asset-backed loans still to come. https://slicast.com/zh/article/10utjym Slicast zh-cn 2026-10-22T11:00:00.000Z Nebius已与花旗集团达成35亿美元融资安排,用于资助AI数据中心及GPU扩建。Nebius表示正在有序安排其融资,规模更大的资产支持贷款仍在后续推进中。 https://slicast.com/ko/article/10utjym Slicast ko 2026-10-22T11:00:00.000Z Nebius, 시티와 AI 데이터센터 및 GPU 확충 자금 조달을 위한 35억 달러 규모의 금융 약정을 확보했다. Nebius는 대규모 자산담보대출을 포함한 후속 자금 조달을 단계적으로 진행할 계획이라고 밝혔다. https://slicast.com/article/kk9m1z Slicast en 2026-10-22T11:00:00.000Z Forgent Announces CFO Transition https://slicast.com/zh/article/kk9m1z Slicast zh-cn 2026-10-22T11:00:00.000Z Forgent 宣布首席财务官交接 https://slicast.com/article/dl6719 Slicast en 2026-10-22T10:39:25.000Z NextDC shares fell about 40% after community backlash over power poles derailed its Melbourne data centre plans. https://slicast.com/zh/article/dl6719 Slicast zh-cn 2026-10-22T10:39:25.000Z NextDC股价下跌约40%,此前其墨尔本数据中心规划因社区强烈反对电线杆项目而受阻。 https://slicast.com/ko/article/dl6719 Slicast ko 2026-10-22T10:39:25.000Z NextDC 주가는 멜버른 데이터센터 계획이 지역 사회의 반발로 무산된 뒤 약 40% 하락했다. https://slicast.com/article/1v6pclf Slicast en 2026-10-22T05:00:56.000Z Leading European Financial Services Organizations Embrace Open Models to Build Proprietary Intelligence https://slicast.com/zh/article/1v6pclf Slicast zh-cn 2026-10-22T05:00:56.000Z 欧洲领先金融服务机构采用开放模型构建专有智能 https://slicast.com/article/1wa1ats Slicast en 2026-10-22T05:00:27.000Z NVIDIA Cosmos Opens New Tools to Train, Evaluate and Deploy World Models https://slicast.com/zh/article/1wa1ats Slicast zh-cn 2026-10-22T05:00:27.000Z NVIDIA Cosmos 推出训练、评估和部署世界模型的新工具 https://slicast.com/article/1hk6niv Slicast en 2026-10-22T05:00:25.000Z How Companies Are Using NVIDIA DSX to Break the Power Bottleneck https://slicast.com/zh/article/1hk6niv Slicast zh-cn 2026-10-22T05:00:25.000Z 企业如何利用 NVIDIA DSX 突破电力瓶颈 https://slicast.com/article/kle8l9 Slicast en 2026-10-22T05:00:23.000Z NVIDIA Transforms European Retail, From Digital Discovery to Physical Operations https://slicast.com/zh/article/kle8l9 Slicast zh-cn 2026-10-22T05:00:23.000Z NVIDIA 变革欧洲零售业,从数字化发现到实体运营 https://slicast.com/article/1c7pvo5 Slicast en 2026-10-22T05:00:19.000Z Pioneers Across Europe Deploy NVIDIA Earth-2 Open Models to Power Real-World Weather and Climate Prediction https://slicast.com/zh/article/1c7pvo5 Slicast zh-cn 2026-10-22T05:00:19.000Z 欧洲各地先行者部署 NVIDIA Earth-2 开放模型,赋能真实世界的天气与气候预测 https://slicast.com/article/zwkq9y Slicast en 2026-10-22T05:00:02.000Z NVIDIA Open Models Power a New Wave of European Public Sector Projects https://slicast.com/zh/article/zwkq9y Slicast zh-cn 2026-10-22T05:00:02.000Z NVIDIA 开放模型推动欧洲公共部门项目掀起新浪潮 https://slicast.com/article/1t0z8jc Slicast en 2026-10-22T04:30:00.000Z Data Center Piping Market to Reach USD 4.50 Billion by 2035 as Liquid-Cooled AI Halls Push Piping Content to USD 190,000 per MW - DC Market Insights https://slicast.com/zh/article/1t0z8jc Slicast zh-cn 2026-10-22T04:30:00.000Z 数据中心管道市场将于2035年达到45.0亿美元,液冷AI机房推动管道价值量升至每兆瓦19万美元 - DC Market Insights https://slicast.com/article/192rbyg Slicast en 2026-10-22T04:05:00.000Z Data Center Power Cable Market to Reach USD 4.72 Billion by 2035 as AI Campuses Pull Medium-Voltage Distribution Deeper Into the Data Hall - DC Market Insights https://slicast.com/zh/article/192rbyg Slicast zh-cn 2026-10-22T04:05:00.000Z 数据中心电力电缆市场将于2035年达到47.2亿美元,AI园区推动中压配电深入数据大厅 - DC Market Insights https://slicast.com/article/khprgd Slicast en 2026-10-21T21:11:00.000Z AI infrastructure faces four concurrent bottlenecks: power, construction, technological maturity, and financing conditions are all tightening simultaneously https://slicast.com/zh/article/khprgd Slicast zh-cn 2026-10-21T21:11:00.000Z AI基础设施面临四重并发瓶颈：电力、建设、技术成熟度与融资条件同步收紧 https://slicast.com/ko/article/khprgd Slicast ko 2026-10-21T21:11:00.000Z AI 인프라는 동시에 네 가지 병목에 직면해 있다. 전력, 건설, 기술 성숙도, 금융 여건이 모두 동시에 조여지고 있다. https://slicast.com/article/buo1bw Slicast en 2026-10-21T21:10:00.000Z Hyperscalers' combined AI capital expenditure in 2026 exceeds $725 billion, while PwC forecasts cumulative global AI infrastructure investment of $31.6 trillion by 2050. https://slicast.com/zh/article/buo1bw Slicast zh-cn 2026-10-21T21:10:00.000Z 超大规模厂商2026年AI资本开支合计逾$7,250亿，PwC预测全球AI基础设施2050年累计投资$31.6万亿 https://slicast.com/ko/article/buo1bw Slicast ko 2026-10-21T21:10:00.000Z 2026년 하이퍼스케일러들의 AI 자본지출 합계는 7,250억 달러를 넘어서는 반면, PwC는 2050년까지 전 세계 AI 인프라 누적 투자가 31.6조 달러에 이를 것으로 전망했다. https://slicast.com/article/qlxv8l Slicast en 2026-10-21T21:09:00.000Z OpenAI Signs Lease with SB Energy for 8GW Ohio Supercampus; Construction Officially Begins This Month https://slicast.com/zh/article/qlxv8l Slicast zh-cn 2026-10-21T21:09:00.000Z OpenAI签约租赁SB Energy俄亥俄州8GW超级园区，建设于本月正式启动 https://slicast.com/ko/article/qlxv8l Slicast ko 2026-10-21T21:09:00.000Z OpenAI, SB Energy 과 8GW 규모 오하이오 슈퍼캠퍼스 임대 계약 체결… 이달 공사 본격 착수 https://slicast.com/article/1qcensy Slicast en 2026-10-21T21:06:00.000Z NVIDIA Vera Rubin enters full-scale production shipments; all three HBM4 suppliers receive qualification simultaneously; SK hynix reportedly accounts for 65-70% of supply https://slicast.com/zh/article/1qcensy Slicast zh-cn 2026-10-21T21:06:00.000Z NVIDIA Vera Rubin全量产出货，三大HBM4供应商同步获认证，SK hynix据报占供应量65-70% https://slicast.com/ko/article/1qcensy Slicast ko 2026-10-21T21:06:00.000Z NVIDIA Vera Rubin, 본격 양산 출하 돌입; HBM4 공급사 3곳 모두 동시 인증 획득; SK hynix 공급 비중 65~70% 차지하는 것으로 알려져 https://slicast.com/article/ztoy4h Slicast en 2026-10-21T21:05:00.000Z Anthropic Q3 revenue of $16.8B (+45% QoQ), 85% gross margin; IPO eyed at a reported valuation of up to $2T https://slicast.com/zh/article/ztoy4h Slicast zh-cn 2026-10-21T21:05:00.000Z Anthropic Q3营收$168亿（环比+45%）、毛利率85%，IPO剑指据报最高$2万亿估值 https://slicast.com/ko/article/ztoy4h Slicast ko 2026-10-21T21:05:00.000Z Anthropic 3분기 매출 168억 달러(전분기 대비 45% 증가), 매출총이익률 85%; 보도에 따르면 기업가치 최대 2조 달러 기준 기업공개(IPO) 검토 중 https://slicast.com/article/rvl6gm Slicast en 2026-10-21T21:04:00.000Z Korean AI Infrastructure IPO "Crashes" on Debut: Elice Falls 32% Despite Over 400x Subscription, Heightening Global Compute Valuation Concerns https://slicast.com/zh/article/rvl6gm Slicast zh-cn 2026-10-21T21:04:00.000Z 韩国AI基础设施IPO"首日崩溃"：Elice认购超400倍仍暴跌32%，加剧全球算力估值担忧 https://slicast.com/ko/article/rvl6gm Slicast ko 2026-10-21T21:04:00.000Z Korean AI Infrastructure IPO "Crashes" on Debut: Elice Falls 32% Despite Over 400x Subscription, Heightening Global Compute Valuation Concerns Wait, I need to correct my output: the translation shoul https://slicast.com/article/u3ptu5 Slicast en 2026-10-21T21:03:00.000Z UK grid connection delays push into the 2030s; Microsoft pulls out of Nscale's flagship London data center, putting Nscale's planned up-to-$35 billion NYSE listing at significant risk https://slicast.com/zh/article/u3ptu5 Slicast zh-cn 2026-10-21T21:03:00.000Z 英国电网接入延至2030年代，Microsoft撤出Nscale伦敦旗舰数据中心，Nscale最高$350亿NYSE上市计划面临重大风险 https://slicast.com/ko/article/u3ptu5 Slicast ko 2026-10-21T21:03:00.000Z 영국 전력망 연결 지연이 2030년대까지 이어지는 가운데, Microsoft가 Nscale의 주력 런던 데이터센터 사업에서 손을 떼면서 Nscale이 계획한 최대 350억 달러 규모의 NYSE 상장이 상당한 위험에 처했다. https://slicast.com/article/23ctzb Slicast en 2026-10-21T21:02:00.000Z Nebius Strikes Back: Compute Prices Rise Beyond Expectations, B300 GPU Hourly Rate Raised 21% to $9.50, Public Spot Pricing Launched; Shares Up Nearly 3% on the Day https://slicast.com/zh/article/23ctzb Slicast zh-cn 2026-10-21T21:02:00.000Z Nebius反击：算力价格涨超预期，B300 GPU小时费上调21%至$9.50，发布公开Spot定价，股价当日涨近3% https://slicast.com/ko/article/23ctzb Slicast ko 2026-10-21T21:02:00.000Z Nebius 반격: 컴퓨팅 가격 예상 상회 상승, B300 GPU 시간당 요금 21% 인상해 9.50달러로, 공개 스팟 가격 출시; 당일 주가 거의 3% 상승 https://slicast.com/article/xtnt9k Slicast en 2026-10-21T21:01:00.000Z Gartner Warning Sparks Compute Cloud "Debt Crisis": CoreWeave Bond Yields Top 15.5%, Shares Hit 17-Month Low at $59; Goldman Sachs Raises Rating with $139 Price Target, CEO Says Market "Irrational" https://slicast.com/zh/article/xtnt9k Slicast zh-cn 2026-10-21T21:01:00.000Z Gartner警告引发算力云"债务危机"：CoreWeave债券收益率破15.5%、股价$59创17月新低，Goldman Sachs逆势升评$139目标价，CEO称市场"非理性" https://slicast.com/ko/article/xtnt9k Slicast ko 2026-10-21T21:01:00.000Z Gartner 경고로 컴퓨트 클라우드 "부채 위기" 촉발: 코어위브 채권 수익률 15.5% 돌파, 주가 17개월 만에 59달러로 하락; 골드만삭스 투자의견 상향, 목표가 139달러 제시, CEO "시장이 비합리적" 발언 https://slicast.com/commentary/openai-2026-10-21 Slicast en 2026-10-21T20:54:48.385Z OpenAI on Google Cloud, October 2026: Microsoft Exclusivity Ends as $20 Billion Revenue Gap Tests the Buildout https://slicast.com/zh/commentary/openai-2026-10-21 Slicast zh-cn 2026-10-21T20:54:48.385Z OpenAI进驻谷歌云，2026年10月：打破微软独家安排，200亿美元营收缺口考验基础设施建设 https://slicast.com/commentary/iren-2026-10-21 Slicast en 2026-10-21T20:43:54.843Z IREN Spain 300MW Data Center License and European Expansion, October 2026 https://slicast.com/zh/commentary/iren-2026-10-21 Slicast zh-cn 2026-10-21T20:43:54.843Z IREN获得西班牙300兆瓦数据中心许可并成立欧洲业务，2026年10月 https://slicast.com/commentary/applied-digital-2026-10-21 Slicast en 2026-10-21T20:23:00.838Z Applied Digital (APLD), October 2026: Texas Development Deal, Insider Buying, and Bullish Analyst Call Behind the 8.5% Single-Day Rally https://slicast.com/zh/commentary/applied-digital-2026-10-21 Slicast zh-cn 2026-10-21T20:23:00.838Z Applied Digital（APLD）2026年10月：德州合作项目、高管增持与分析师看涨推动股价单日涨8.5% https://slicast.com/article/1qr2qg6 Slicast en 2026-10-21T20:21:00.000Z Graco Announces Technology Partnership with ABB to Bring High Torque ETM Technology to Data Center Cooling https://slicast.com/zh/article/1qr2qg6 Slicast zh-cn 2026-10-21T20:21:00.000Z Graco 与 ABB 达成技术合作,将高扭矩 ETM 技术引入数据中心冷却领域 https://slicast.com/brief/2026-10-22 Slicast en 2026-10-21T20:13:38.227Z Latest AI Infrastructure News: October 22, 2026 https://slicast.com/zh/brief/2026-10-22 Slicast zh-cn 2026-10-21T20:13:38.227Z AI 基础设施新闻早报 · 2026年10月22日 https://slicast.com/ko/brief/2026-10-22 Slicast ko 2026-10-21T20:13:38.227Z 최신 AI 인프라 뉴스 · 2026년 10월 22일 https://slicast.com/article/20f90j Slicast en 2026-10-21T20:01:00.000Z Palantir Accelerates Delivery of Sovereign AI to New Wave of Customers https://slicast.com/zh/article/20f90j Slicast zh-cn 2026-10-21T20:01:00.000Z Palantir 加速向新一批客户交付主权 AI https://slicast.com/article/1sxn5cb Slicast en 2026-10-21T19:35:53.000Z Intel has installed production tools at Fab 62 in Arizona and provided an update on its Ohio chip fab, as it expands advanced U.S. semiconductor manufacturing capacity. https://slicast.com/zh/article/1sxn5cb Slicast zh-cn 2026-10-21T19:35:53.000Z 英特尔已在亚利桑那州的Fab 62晶圆厂安装生产设备，并更新了俄亥俄州芯片工厂的进展，以扩大美国先进半导体制造产能。 https://slicast.com/ko/article/1sxn5cb Slicast ko 2026-10-21T19:35:53.000Z Intel는 애리조나주 Fab 62에 생산 장비를 설치했으며, 첨단 미국 반도체 생산 능력을 확대하는 가운데 오하이오주 칩 팹 진행 상황에 대한 업데이트를 발표했습니다. https://slicast.com/article/1l0ncug Slicast en 2026-10-21T19:00:00.000Z Commercial real estate services firm CBRE is expanding its data center ambitions, according to The Real Deal. https://slicast.com/zh/article/1l0ncug Slicast zh-cn 2026-10-21T19:00:00.000Z 房地产服务公司世邦魏理仕正在扩大其数据中心业务版图，据The Real Deal报道。 https://slicast.com/ko/article/1l0ncug Slicast ko 2026-10-21T19:00:00.000Z CBRE는 데이터센터 사업 확대에 나서고 있다고 The Real Deal이 보도했다. https://slicast.com/article/17c0r27 Slicast en 2026-10-21T18:31:19.000Z ERCOT now sees electricity demand surging through the 2030s, driven by data center growth. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-21T18:31:19.000Z ERCOT目前预计，在数据中心增长推动下，2030年代电力需求将大幅攀升。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-21T18:31:19.000Z ERCOT은 데이터센터 확산에 힘입어 2030년대까지 전력 수요가 급증할 것으로 내다보고 있다. https://slicast.com/article/1x5j2f1 Slicast en 2026-10-21T18:26:05.000Z TeraWulf and peers rallied on strong power demand and a no-dilution pledge tied to AI data center growth. https://slicast.com/zh/article/1x5j2f1 Slicast zh-cn 2026-10-21T18:26:05.000Z TeraWulf及同行在强劲电力需求和不稀释股权承诺的推动下走高，背后是AI数据中心增长。 https://slicast.com/ko/article/1x5j2f1 Slicast ko 2026-10-21T18:26:05.000Z TeraWulf 및 동종 기업들은 AI 데이터센터 성장과 관련된 강한 전력 수요와 희석 없는 성장 약속에 힘입어 상승세를 보였다. https://slicast.com/article/1gbhwm8 Slicast en 2026-10-21T18:02:23.000Z Nvidia and Schneider Electric are testing a digital twin for AI data center operations. https://slicast.com/zh/article/1gbhwm8 Slicast zh-cn 2026-10-21T18:02:23.000Z 英伟达与施耐德电气正在测试用于AI数据中心运营的数字孪生系统。 https://slicast.com/ko/article/1gbhwm8 Slicast ko 2026-10-21T18:02:23.000Z Nvidia와 Schneider Electric은 AI 데이터센터 운영을 위한 디지털 트윈을 테스트하고 있다. https://slicast.com/article/128chv5 Slicast en 2026-10-21T17:44:22.000Z Google Cloud now offers OpenAI models alongside Gemini and Claude, with GPT-6 Astra and GPT-6.1 Sol among the launch models, making it the only major cloud provider with all three. https://slicast.com/zh/article/128chv5 Slicast zh-cn 2026-10-21T17:44:22.000Z 谷歌云现已在Gemini和Claude之外提供OpenAI模型，发布时包括GPT-6 Astra和GPT-6.1 Sol，成为唯一同时提供三家模型的主要云服务商。 https://slicast.com/ko/article/128chv5 Slicast ko 2026-10-21T17:44:22.000Z Google Cloud는 Gemini 및 Claude와 함께 OpenAI 모델도 제공하기 시작했으며, 출시 모델에는 GPT-6 Astra와 GPT-6.1 Sol이 포함됩니다. 이로써 세 모델을 모두 제공하는 주요 클라우드 사업자는 Google Cloud가 유일합니다. https://slicast.com/article/o0qmt2 Slicast en 2026-10-21T17:37:00.000Z Blacksmith became a unicorn after a $66M round led by Sequoia. https://slicast.com/zh/article/o0qmt2 Slicast zh-cn 2026-10-21T17:37:00.000Z Blacksmith在红杉资本领投的6600万美元融资后成为独角兽。 https://slicast.com/ko/article/o0qmt2 Slicast ko 2026-10-21T17:37:00.000Z Blacksmith, Sequoia 주도 6,600만 달러 규모 투자 유치로 유니콘 기업이 되었다. https://slicast.com/article/14f7hrq Slicast en 2026-10-21T17:36:00.000Z Applied Digital shares rose after a new Texas AI data center deal, a bullish analyst call and insider buying. https://slicast.com/zh/article/14f7hrq Slicast zh-cn 2026-10-21T17:36:00.000Z Applied Digital股价因新的德州AI数据中心交易、看涨分析师评级及内部人增持而上涨。 https://slicast.com/ko/article/14f7hrq Slicast ko 2026-10-21T17:36:00.000Z Applied Digital 주가는 텍사스 AI 데이터센터 신규 계약, 낙관적인 애널리스트 의견, 내부자 매수 소식이 겹치면서 상승했다. https://slicast.com/article/1en9ggl Slicast en 2026-10-21T17:29:00.000Z Intel shares rose after Musk signaled a breakthrough for Terafab. https://slicast.com/zh/article/1en9ggl Slicast zh-cn 2026-10-21T17:29:00.000Z 马斯克暗示Terafab取得突破后，英特尔股价上涨。 https://slicast.com/ko/article/1en9ggl Slicast ko 2026-10-21T17:29:00.000Z Musk가 Terafab의 돌파구를 시사한 이후 Intel 주가가 상승했다. https://slicast.com/article/oaa006 Slicast en 2026-10-21T17:27:00.000Z Micron's CTO says the company will not pursue 4F-squared memory chip architecture despite CXMT's advance. https://slicast.com/zh/article/oaa006 Slicast zh-cn 2026-10-21T17:27:00.000Z 美光科技首席技术官表示，尽管长鑫存储取得进展，美光不会追求4F平方内存芯片结构。 https://slicast.com/ko/article/oaa006 Slicast ko 2026-10-21T17:27:00.000Z Micron의 CTO는 CXMT의 기술 진전에도 불구하고 회사가 4F-squared 메모리 칩 아키텍처를 추진하지 않을 것이라고 밝혔다. https://slicast.com/article/1ycdaz8 Slicast en 2026-10-21T17:24:00.000Z Nvidia has unveiled Vera Rubin AI racks delivered in truckable pods. https://slicast.com/zh/article/1ycdaz8 Slicast zh-cn 2026-10-21T17:24:00.000Z 英伟达推出Vera Rubin人工智能机架，采用可由卡车运输的整体模块形式交付。 https://slicast.com/ko/article/1ycdaz8 Slicast ko 2026-10-21T17:24:00.000Z Nvidia, Vera Rubin AI 랙을 트럭으로 운송 가능한 포드 형태로 공개했다. https://slicast.com/article/frtjyc Slicast en 2026-10-21T17:05:55.000Z CBRE agreed to buy Onnec for $610M, expanding its data center services business. https://slicast.com/zh/article/frtjyc Slicast zh-cn 2026-10-21T17:05:55.000Z 世邦魏理仕(CBRE)同意以6.1亿美元收购Onnec，扩展其数据中心服务业务。 https://slicast.com/ko/article/frtjyc Slicast ko 2026-10-21T17:05:55.000Z CBRE, Onnec 인수에 6억 1천만 달러 합의… 데이터센터 서비스 사업 확대 https://slicast.com/article/9gciiw Slicast en 2026-10-21T17:04:52.000Z A Mother Jones feature examines Memphis's bid to become a 'Digital Delta' as residents push for cleaner air. https://slicast.com/zh/article/9gciiw Slicast zh-cn 2026-10-21T17:04:52.000Z 《Mother Jones》专题报道孟菲斯争取成为'Digital Delta'（数字三角洲）的努力，当地居民则要求改善空气质量。 https://slicast.com/ko/article/9gciiw Slicast ko 2026-10-21T17:04:52.000Z Mother Jones 특집 기사는 멤피스가 '디지털 델타'가 되려는 시도를 살펴보며, 주민들이 더 깨끗한 공기를 요구하고 나선 상황을 조명한다. https://slicast.com/article/1nfzfey Slicast en 2026-10-21T17:04:34.000Z Micron Technology has laid out an AI memory roadmap spanning HBM, DRAM and NAND. https://slicast.com/zh/article/1nfzfey Slicast zh-cn 2026-10-21T17:04:34.000Z 美光科技公布了涵盖高带宽内存、动态随机存取存储器和NAND闪存的人工智能存储路线图。 https://slicast.com/ko/article/1nfzfey Slicast ko 2026-10-21T17:04:34.000Z Micron Technology가 HBM, DRAM, NAND를 아우르는 AI 메모리 로드맵을 발표했다. https://slicast.com/article/114p8kz Slicast en 2026-10-21T16:52:45.000Z Intel has made new progress on its U.S. fab expansion, with the Arizona facility set to begin production in 2028 as surging AI chip demand supports the capacity expansion. https://slicast.com/zh/article/114p8kz Slicast zh-cn 2026-10-21T16:52:45.000Z 英特尔在美国晶圆厂扩建方面取得新进展，亚利桑那州工厂计划于2028年投产，人工智能芯片需求激增支撑了此次产能扩张。 https://slicast.com/ko/article/114p8kz Slicast ko 2026-10-21T16:52:45.000Z Intel는 미국 팹 확장에서 새로운 진전을 이뤘으며, 급증하는 AI 칩 수요가 생산능력 확대를 뒷받침하는 가운데 애리조나 공장은 2028년 양산을 시작할 예정이다. https://slicast.com/article/rgr4mc Slicast en 2026-10-21T16:50:34.000Z Singapore-based Sea Ltd. has launched a neocloud subsidiary, Sea Cloud, to offer cloud AI services to enterprises worldwide. https://slicast.com/zh/article/rgr4mc Slicast zh-cn 2026-10-21T16:50:34.000Z 新加坡科技公司Sea Ltd.推出新型人工智能云服务子公司Sea Cloud，面向全球企业提供云端人工智能服务。 https://slicast.com/ko/article/rgr4mc Slicast ko 2026-10-21T16:50:34.000Z Singapore-based Sea Ltd.가 기업 대상 클라우드 AI 서비스를 전 세계에 제공하기 위해 네오클라우드 자회사 Sea Cloud를 출범했다. https://slicast.com/article/1a5t0lo Slicast en 2026-10-21T16:50:05.000Z Microsoft has exited a UK AI data center project after electricity supply delays. https://slicast.com/zh/article/1a5t0lo Slicast zh-cn 2026-10-21T16:50:05.000Z 微软因电力供应延迟，退出了英国一个人工智能数据中心项目。 https://slicast.com/ko/article/1a5t0lo Slicast ko 2026-10-21T16:50:05.000Z Microsoft, 전력 공급 지연으로 영국 AI 데이터센터 프로젝트에서 철수 https://slicast.com/article/1wa7y2y Slicast en 2026-10-21T16:23:38.000Z Memphis councilors rejected an 18-month data center moratorium and instead voted to ban new projects for 135 days. https://slicast.com/zh/article/1wa7y2y Slicast zh-cn 2026-10-21T16:23:38.000Z 孟菲斯市议员否决了为期18个月的数据中心禁令，转而通过了禁止新建项目135天的规定。 https://slicast.com/ko/article/1wa7y2y Slicast ko 2026-10-21T16:23:38.000Z 멤피스 시의회는 데이터센터 18개월 모라토리엄 도입안을 부결하고, 대신 135일간 신규 프로젝트를 금지하는 안을 가결했다. https://slicast.com/article/1rulv1g Slicast en 2026-10-21T16:20:37.000Z Startup neocloud Aolani has signed a letter of intent for 500MW of capacity in Malaysia, bringing its total commitment to 580MW. https://slicast.com/zh/article/1rulv1g Slicast zh-cn 2026-10-21T16:20:37.000Z 初创新型人工智能云服务商Aolani已签署马来西亚500兆瓦算力容量的意向书，使其总承诺容量达到580兆瓦。 https://slicast.com/ko/article/1rulv1g Slicast ko 2026-10-21T16:20:37.000Z 스타트업 네오클라우드 Aolani가 말레이시아에서 500MW 규모의 용량에 대한 의향서(LOI)를 체결해, 총 확보 규모가 580MW에 이르게 됐다. https://slicast.com/article/gtrl6n Slicast en 2026-10-21T16:17:38.000Z Envision has commissioned a GW-scale AI data center campus in China. https://slicast.com/zh/article/gtrl6n Slicast zh-cn 2026-10-21T16:17:38.000Z Envision已委托建设一个位于中国的吉瓦级人工智能数据中心园区。 https://slicast.com/ko/article/gtrl6n Slicast ko 2026-10-21T16:17:38.000Z Envision은 중국에서 기가와트(GW) 규모의 AI 데이터센터 캠퍼스를 발주했다. https://slicast.com/article/1uiwqkl Slicast en 2026-10-21T16:14:50.000Z Russian forces destroyed the GigaCenter data center in Kyiv, Ukraine, as Ukrainian forces attacked telecoms facilities in Russian-occupied Donetsk and Luhansk. https://slicast.com/zh/article/1uiwqkl Slicast zh-cn 2026-10-21T16:14:50.000Z 俄军摧毁了乌克兰基辅的GigaCenter数据中心，同期乌军袭击了俄占顿涅茨克和卢甘斯克的电信设施。 https://slicast.com/ko/article/1uiwqkl Slicast ko 2026-10-21T16:14:50.000Z 러시아군이 키이우의 GigaCenter 데이터센터를 파괴했으며, 같은 시기 우크라이나군은 러시아 점령 지역인 도네츠크와 루한스크의 통신 시설을 공격했다. https://slicast.com/article/1cxejmj Slicast en 2026-10-21T15:56:53.000Z South Korean firms dominate the HBM market as AI chip demand surges. https://slicast.com/zh/article/1cxejmj Slicast zh-cn 2026-10-21T15:56:53.000Z 韩国企业主导高带宽内存市场，人工智能芯片需求激增。 https://slicast.com/ko/article/1cxejmj Slicast ko 2026-10-21T15:56:53.000Z 한국 기업들이 AI 칩 수요 급증에 힘입어 HBM 시장을 주도하고 있다. https://slicast.com/article/17cigld Slicast en 2026-10-21T15:50:51.000Z Vantage has signed a 1GW solid-state transformer supply deal with Heron Power, which will supply its Heron Link SST. https://slicast.com/zh/article/17cigld Slicast zh-cn 2026-10-21T15:50:51.000Z Vantage与Heron Power签署了1吉瓦固态变压器供应协议，Heron Power将向其供应Heron Link SST设备。 https://slicast.com/ko/article/17cigld Slicast ko 2026-10-21T15:50:51.000Z Vantage가 Heron Power와 1GW 규모의 고체 변압기(SST) 공급 계약을 체결했으며, Heron Power는 자사의 Heron Link SST를 공급할 예정이다. https://slicast.com/article/13swk8w Slicast en 2026-10-21T15:50:32.000Z SC Capital Partners has invested in a 40MW data center in Pohang, South Korea, being developed with NeoAI Cloud. https://slicast.com/zh/article/13swk8w Slicast zh-cn 2026-10-21T15:50:32.000Z SC Capital Partners投资了韩国浦项一个40兆瓦的数据中心，该项目与NeoAI Cloud共同开发。 https://slicast.com/ko/article/13swk8w Slicast ko 2026-10-21T15:50:32.000Z SC Capital Partners는 NeoAI Cloud와 함께 개발 중인 40MW 규모의 데이터센터에 대한 투자를 단행했다. 해당 데이터센터는 대한민국 포항에 위치한다. https://slicast.com/article/alqcu6 Slicast en 2026-10-21T15:48:45.000Z A Texas energy newsletter previews the state's energy agenda heading into the 2027 legislative session. https://slicast.com/zh/article/alqcu6 Slicast zh-cn 2026-10-21T15:48:45.000Z 一份得克萨斯州能源通讯预览了该州迈入2027年立法会期时的能源议程。 https://slicast.com/ko/article/alqcu6 Slicast ko 2026-10-21T15:48:45.000Z 텍사스 에너지 뉴스레터가 2027년 입법 회기를 앞두고 주의 에너지 의제를 미리 소개했다. https://slicast.com/article/19eue9c Slicast en 2026-10-21T15:40:44.000Z Tata Power plans 2.8GW of generation, transmission and distribution capacity for India's data center sector, as current estimates put India's data center market at 26.3GW by 2031-32. https://slicast.com/zh/article/19eue9c Slicast zh-cn 2026-10-21T15:40:44.000Z 塔塔电力计划为印度数据中心行业配套2.8吉瓦的发电、输电和配电能力，而当前估计印度数据中心市场将在2031至2032年达到26.3吉瓦。 https://slicast.com/ko/article/19eue9c Slicast ko 2026-10-21T15:40:44.000Z Tata Power, 인도 데이터센터 부문을 위해 발전, 송전 및 배전 용량 2.8GW를 계획 중이며, 현재 추정치에 따르면 인도 데이터센터 시장은 2031~2032년까지 26.3GW에 이를 전망이다. https://slicast.com/article/6juk0g Slicast en 2026-10-21T15:40:38.000Z Nvidia launched the DSX POD and claims its Vera-Rubin reference architecture will make AI data centers more water- and energy-efficient. https://slicast.com/zh/article/6juk0g Slicast zh-cn 2026-10-21T15:40:38.000Z 英伟达推出DSX POD，并称其Vera-Rubin参考架构将使人工智能数据中心的用水和能耗更加高效。 https://slicast.com/ko/article/6juk0g Slicast ko 2026-10-21T15:40:38.000Z Nvidia가 DSX POD를 출시했으며, 자사의 Vera-Rubin 레퍼런스 아키텍처가 AI 데이터센터의 물 및 에너지 효율을 높일 것이라고 주장했다. https://slicast.com/article/1xxgzig Slicast en 2026-10-21T15:35:00.000Z Vultr will deploy a 20MW AMD MI355X cluster in Chennai, India, which it says will be the country's largest AMD Instinct deployment. https://slicast.com/zh/article/1xxgzig Slicast zh-cn 2026-10-21T15:35:00.000Z Vultr将在印度金奈部署一个20兆瓦的MI355X集群，该公司称这将是印度规模最大的AMD Instinct部署。 https://slicast.com/ko/article/1xxgzig Slicast ko 2026-10-21T15:35:00.000Z Vultr는 인도 첸나이에 20MW급 AMD MI355X 클러스터를 구축할 계획이며, 이는 인도 내 최대 규모의 AMD Instinct 배치가 될 것이라고 밝혔다. https://slicast.com/article/11ynb6e Slicast en 2026-10-21T15:34:00.000Z Aleria is expanding its UAE sovereign AI capacity with 14,000 NVIDIA Rubin GPUs. https://slicast.com/zh/article/11ynb6e Slicast zh-cn 2026-10-21T15:34:00.000Z Aleria正以14,000块英伟达Rubin图形处理器扩充其阿联酋主权人工智能算力。 https://slicast.com/ko/article/11ynb6e Slicast ko 2026-10-21T15:34:00.000Z Aleria는 NVIDIA Rubin GPU 14,000기를 도입해 UAE 소버린 AI 역량을 확대하고 있다. https://slicast.com/article/1db7cjd Slicast en 2026-10-21T15:32:02.000Z Microsoft may abandon its clean-energy-powered data center targets, according to EnergyNow.com. https://slicast.com/zh/article/1db7cjd Slicast zh-cn 2026-10-21T15:32:02.000Z 据EnergyNow.com报道，微软可能放弃其由清洁能源供电的数据中心目标。 https://slicast.com/ko/article/1db7cjd Slicast ko 2026-10-21T15:32:02.000Z Microsoft가 청정에너지 기반 데이터센터 목표를 포기할 수도 있다고 EnergyNow.com이 보도했다. https://slicast.com/article/7q3qwx Slicast en 2026-10-21T15:31:17.000Z Canada's Pembina is advancing a gas-fired data center project. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-10-21T15:31:17.000Z 加拿大Pembina公司正在推进一个燃气发电的数据中心项目。 https://slicast.com/ko/article/7q3qwx Slicast ko 2026-10-21T15:31:17.000Z Pembina는 가스 발전 기반 데이터센터 프로젝트를 추진하고 있다. https://slicast.com/article/t39nt6 Slicast en 2026-10-21T15:30:00.000Z Elon Musk says ASML and other critical semiconductor equipment suppliers are expediting shipments for Terafab, with Tesla and SpaceX targeting volume chip production in Texas. https://slicast.com/zh/article/t39nt6 Slicast zh-cn 2026-10-21T15:30:00.000Z 埃隆·马斯克表示，ASML及其他关键半导体设备供应商正在加快向Terafab交付设备，特斯拉和SpaceX的目标是在德克萨斯州实现大批量芯片生产。 https://slicast.com/ko/article/t39nt6 Slicast ko 2026-10-21T15:30:00.000Z Elon Musk은 ASML 등 핵심 반도체 장비 공급업체들이 Terafab을 위한 출하를 앞당기고 있다고 밝혔으며, Tesla와 SpaceX는 텍사스에서 대량 칩 생산을 목표로 하고 있다. https://slicast.com/article/at9ggl Slicast en 2026-10-21T15:29:28.000Z An Interior Department geothermal lease sale covering roughly 187,000 acres of federal land in Nevada brought in $4.8M, less per acre than a comparable 2025 sale in the same state. https://slicast.com/zh/article/at9ggl Slicast zh-cn 2026-10-21T15:29:28.000Z 美国内政部在内华达州约18.7万英亩联邦土地上的地热租赁拍卖共获得480万美元，每英亩出价低于同州2025年的类似拍卖。 https://slicast.com/ko/article/at9ggl Slicast ko 2026-10-21T15:29:28.000Z 미국 내무부가 네바다주 연방 소유지 약 187,000에이커를 대상으로 실시한 지열 임대 경매에서 480만 달러가 조달됐으며, 이는 같은 주에서 열린 2025년 유사 경매보다 에이커당 낙찰가가 낮았다. https://slicast.com/article/16mb2xa Slicast en 2026-10-21T15:25:33.000Z Broadcom's AI revenue surged 221%, and analysts are questioning whether its growth is becoming too dependent on AI spending. https://slicast.com/zh/article/16mb2xa Slicast zh-cn 2026-10-21T15:25:33.000Z 博通的AI收入增长221%，分析人士担忧其增长是否正过度依赖AI支出。 https://slicast.com/ko/article/16mb2xa Slicast ko 2026-10-21T15:25:33.000Z Broadcom의 AI 매출이 221% 급증하면서, 애널리스트들은 회사의 성장이 AI 투자에 지나치게 의존하고 있는 것은 아닌지 의문을 제기하고 있다. https://slicast.com/article/9403de Slicast en 2026-10-21T15:17:31.000Z LevelTen reports solar PPA prices rose 5% in Q3, mainly due to new trade tariffs, while wind PPA prices held relatively steady. https://slicast.com/zh/article/9403de Slicast zh-cn 2026-10-21T15:17:31.000Z LevelTen数据显示，第三季度太阳能购电协议价格上涨5%，主要受新一轮贸易关税影响；风电购电协议价格基本持平。 https://slicast.com/ko/article/9403de Slicast ko 2026-10-21T15:17:31.000Z LevelTen는 3분기 태양광 PPA 가격이 신규 무역 관세의 영향으로 5% 상승했다고 밝혔으며, 풍력 PPA 가격은 상대적으로 안정세를 유지했다. https://slicast.com/article/15ch193 Slicast en 2026-10-21T15:12:26.000Z Nvidia unveiled the DSX Pod, a prebuilt containerized AI data center that it says cuts deployment time from six months to 14 days. https://slicast.com/zh/article/15ch193 Slicast zh-cn 2026-10-21T15:12:26.000Z 英伟达推出DSX Pod，这是一种预制集装箱式AI数据中心，称其可将部署时间从六个月缩短至14天。 https://slicast.com/ko/article/15ch193 Slicast ko 2026-10-21T15:12:26.000Z Nvidia, DSX Pod라는 사전 구축형 컨테이너 AI 데이터센터를 공개했으며, 배포 기간을 6개월에서 14일로 단축할 수 있다고 밝혔다. https://slicast.com/article/eh7zc Slicast en 2026-10-21T15:04:28.000Z TeraWulf published an analysis of the architecture decisions behind its AI and high-performance computing campus, covering the path from securing power to AI readiness. https://slicast.com/zh/article/eh7zc Slicast zh-cn 2026-10-21T15:04:28.000Z Data Center Dynamics刊文分析了TeraWulf的AI与高性能计算园区在架构上的决策，涵盖从电力获取到AI就绪的路径。 https://slicast.com/ko/article/eh7zc Slicast ko 2026-10-21T15:04:28.000Z TeraWulf는 AI 및 고성능 컴퓨팅 캠퍼스의 아키텍처 결정에 대한 분석을 발표했으며, 전력 확보부터 AI 대응 준비에 이르는 과정을 다뤘다. https://slicast.com/article/15k9lxy Slicast en 2026-10-21T15:00:47.000Z Intel's Ohio One site has installed its first major structural truss, and ServeTheHome also reports equipment installation activity at Arizona Fab 62. https://slicast.com/zh/article/15k9lxy Slicast zh-cn 2026-10-21T15:00:47.000Z 英特尔俄亥俄One园区完成了首个主要结构桁架的安装，ServeTheHome还报道了亚利桑那Fab 62的设备安装进展。 https://slicast.com/ko/article/15k9lxy Slicast ko 2026-10-21T15:00:47.000Z Intel의 Ohio One 부지에서 첫 번째 주요 구조 트러스가 설치되었으며, ServeTheHome은 Arizona Fab 62에서도 장비 설치 작업이 진행 중이라고 보도했다. https://slicast.com/article/1lqs5bt Slicast en 2026-10-21T14:59:17.000Z HUMAIN and DataVolt advanced an AI infrastructure framework with Nebius for a planned giga campus in NEOM's Oxagon. https://slicast.com/zh/article/1lqs5bt Slicast zh-cn 2026-10-21T14:59:17.000Z HUMAIN与DataVolt携手Nebius推进一项AI基础设施框架，用于在NEOM的Oxagon规划建设超大型园区。 https://slicast.com/ko/article/1lqs5bt Slicast ko 2026-10-21T14:59:17.000Z HUMAIN과 DataVolt는 NEOM의 Oxagon에 조성 예정인 기가 규모 캠퍼스를 위해 Nebius와 함께 AI 인프라 프레임워크를 추진했다. https://slicast.com/article/t07nlu Slicast en 2026-10-21T14:48:00.000Z Next-generation AI inference chips are shifting from large SRAM to 3D-stacked DRAM, according to Technetbook. https://slicast.com/zh/article/t07nlu Slicast zh-cn 2026-10-21T14:48:00.000Z 下一代AI推理芯片正从大容量SRAM转向3D堆叠DRAM，据Technetbook报道。 https://slicast.com/ko/article/t07nlu Slicast ko 2026-10-21T14:48:00.000Z 차세대 AI 추론 칩은 대용량 SRAM에서 3D 적층 DRAM으로 전환되고 있다고 Technetbook이 전했다. https://slicast.com/article/1cbnwcw Slicast en 2026-10-21T14:47:00.000Z Trump says data centers must provide their own electricity, according to the WSJ. https://slicast.com/zh/article/1cbnwcw Slicast zh-cn 2026-10-21T14:47:00.000Z 特朗普表示，数据中心必须自行提供电力，据《华尔街日报》报道。 https://slicast.com/ko/article/1cbnwcw Slicast ko 2026-10-21T14:47:00.000Z 트럼프 대통령은 데이터센터가 자체적으로 전력을 공급해야 한다고 말했다고 WSJ가 보도했다. https://slicast.com/article/17ikth0 Slicast en 2026-10-21T14:44:53.000Z OpenAI's models are now fully supported on Google Cloud, according to Techzine Global. https://slicast.com/zh/article/17ikth0 Slicast zh-cn 2026-10-21T14:44:53.000Z 据Techzine Global报道，OpenAI的模型现已在Google Cloud上获得全面支持。 https://slicast.com/ko/article/17ikth0 Slicast ko 2026-10-21T14:44:53.000Z OpenAI의 모델이 이제 Google Cloud에서 완전히 지원된다고 Techzine Global이 보도했다. https://slicast.com/article/k0r89l Slicast en 2026-10-21T14:38:48.000Z NVIDIA unveiled Vera Rubin, OpenShell, and a Europe AI expansion at GTC Berlin. https://slicast.com/zh/article/k0r89l Slicast zh-cn 2026-10-21T14:38:48.000Z 英伟达在GTC柏林大会上发布了Vera Rubin、OpenShell以及欧洲AI业务扩张计划。 https://slicast.com/ko/article/k0r89l Slicast ko 2026-10-21T14:38:48.000Z NVIDIA, GTC 베를린에서 Vera Rubin, OpenShell, 그리고 유럽 AI 확장 계획을 공개했다. https://slicast.com/article/1gwlaa6 Slicast en 2026-10-21T14:24:46.000Z Venture Global plans an off-grid AI power network in south Louisiana. https://slicast.com/zh/article/1gwlaa6 Slicast zh-cn 2026-10-21T14:24:46.000Z Venture Global计划在路易斯安那州南部建设离网AI供电网络。 https://slicast.com/ko/article/1gwlaa6 Slicast ko 2026-10-21T14:24:46.000Z Venture Global, 루이지애나 남부에 계통 연계 없는 AI 전력망 구축 계획 발표 https://slicast.com/article/zvdf4x Slicast en 2026-10-21T14:18:37.000Z CoreWeave's debt slumped again, while a Korean neocloud's IPO performed poorly, according to PitchBook. https://slicast.com/zh/article/zvdf4x Slicast zh-cn 2026-10-21T14:18:37.000Z 据PitchBook报道，CoreWeave债务再度下跌，一家韩国新兴GPU云企业的首次公开募股表现惨淡。 https://slicast.com/ko/article/zvdf4x Slicast ko 2026-10-21T14:18:37.000Z CoreWeave의 부채가 다시 하락했으며, PitchBook에 따르면 한국 네오클라우드 기업의 IPO 성적도 부진했다. https://slicast.com/article/1172q2g Slicast en 2026-10-21T14:06:30.000Z Asset management executives argue that concerns about an AI bubble may be premature, saying the investment boom could last another three to four years. https://slicast.com/zh/article/1172q2g Slicast zh-cn 2026-10-21T14:06:30.000Z 资产管理高管认为，对人工智能泡沫的担忧可能为时过早，并表示这一投资热潮可能还将持续三到四年。 https://slicast.com/ko/article/1172q2g Slicast ko 2026-10-21T14:06:30.000Z 자산운용 경영진들은 AI 거품에 대한 우려가 시기상조일 수 있다고 주장하며, 이번 투자 붐이 앞으로 3~4년 더 지속될 수 있다고 말하고 있다. https://slicast.com/article/1hmjtwh Slicast en 2026-10-21T14:04:06.000Z A Utility Dive commentary argues that PJM's capacity price spikes reflect a market design problem, with the market having drifted too far toward dependence on spot prices, rather than proof that compe https://slicast.com/zh/article/1hmjtwh Slicast zh-cn 2026-10-21T14:04:06.000Z 《Utility Dive》评论认为，PJM容量价格飙升反映的是市场设计问题，即市场过度依赖现货价格，而非竞争机制本身失灵。 https://slicast.com/ko/article/1hmjtwh Slicast ko 2026-10-21T14:04:06.000Z PJM의 용량 가격 급등은 시장 경쟁의 실패를 보여주는 증거라기보다 시장 설계의 문제를 반영한다는 것이 Utility Dive 칼럼의 주장이다. 이 칼럼은 시장이 현물 가격에 지나치게 의존하는 방향으로 기울어 왔다고 분석한다. https://slicast.com/article/j3xalt Slicast en 2026-10-21T14:00:08.000Z Water harvesting firm Aquaria has launched a pilot for a modular onsite water supply system aimed at the data center sector, with first units to ship in Q3 2027. https://slicast.com/zh/article/j3xalt Slicast zh-cn 2026-10-21T14:00:08.000Z 水资源收集公司Aquaria推出面向数据中心行业的模块化现场供水系统试点，首批设备计划于2027年第三季度交付。 https://slicast.com/ko/article/j3xalt Slicast ko 2026-10-21T14:00:08.000Z Aquaria 물 수확 기업이 데이터센터 부문을 겨냥한 모듈형 현장 급수 시스템의 시범 사업을 시작했으며, 첫 제품은 2027년 3분기에 출하될 예정이다. https://slicast.com/article/e1ntq3 Slicast en 2026-10-21T14:00:00.000Z AI safety advocates are calling on OpenAI and Anthropic to cap the compute they devote to internal R&D, according to The Information. https://slicast.com/zh/article/e1ntq3 Slicast zh-cn 2026-10-21T14:00:00.000Z 人工智能安全倡导者呼吁OpenAI和Anthropic限制用于内部研发的算力规模，消息来源为《The Information》。 https://slicast.com/ko/article/e1ntq3 Slicast ko 2026-10-21T14:00:00.000Z AI 안전 옹호자들은 The Information 보도에 따르면 OpenAI와 Anthropic이 내부 R&D에 투입하는 컴퓨팅 자원에 상한을 설정할 것을 촉구하고 있다. https://slicast.com/article/1xaezfx Slicast en 2026-10-21T13:57:21.000Z IREN has secured a license for a 300 MW data center in Spain. https://slicast.com/zh/article/1xaezfx Slicast zh-cn 2026-10-21T13:57:21.000Z IREN已获得西班牙一座300兆瓦数据中心的许可。 https://slicast.com/ko/article/1xaezfx Slicast ko 2026-10-21T13:57:21.000Z IREN은 스페인에 300MW 규모의 데이터센터 부지에 대한 인허가를 확보했다. https://slicast.com/article/1x12eug Slicast en 2026-10-21T13:46:18.000Z Trump announced on Truth Social a mandate that would force AI data centers to pay 'energy dividends' to local communities. https://slicast.com/zh/article/1x12eug Slicast zh-cn 2026-10-21T13:46:18.000Z 特朗普在Truth Social上宣布一项授权，要求人工智能数据中心向当地社区支付“能源红利”。 https://slicast.com/ko/article/1x12eug Slicast ko 2026-10-21T13:46:18.000Z 트럼프 대통령은 Truth Social을 통해 AI 데이터센터가 지역사회에 '에너지 배당금'을 지급하도록 의무화하는 방안을 발표했다. https://slicast.com/article/1qrb89q Slicast en 2026-10-21T13:43:39.000Z ChinaTalk analyzes new rules from China's Ministry of Commerce (MOFCOM) and what they mean for the future of Chinese AI. https://slicast.com/zh/article/1qrb89q Slicast zh-cn 2026-10-21T13:43:39.000Z 《ChinaTalk》分析中国商务部（MOFCOM）的新规则及其对中国人工智能未来发展的影响。 https://slicast.com/ko/article/1qrb89q Slicast ko 2026-10-21T13:43:39.000Z ChinaTalk는 중국 상무부(MOFCOM)가 새로 발표한 규정을 분석하고, 이것이 중국 AI의 미래에 어떤 의미를 갖는지 살펴봅니다. https://slicast.com/article/186pfol Slicast en 2026-10-21T13:42:05.000Z Nvidia's DSX POD concept proposes shipping AI data centers fully preassembled in containers, which could cut setup time from six months to as little as 14 days. https://slicast.com/zh/article/186pfol Slicast zh-cn 2026-10-21T13:42:05.000Z 英伟达DSX POD方案提议将人工智能数据中心整体预装于集装箱中交付，可将建设周期从六个月缩短至最快14天。 https://slicast.com/ko/article/186pfol Slicast ko 2026-10-21T13:42:05.000Z Nvidia의 DSX POD 콘셉트는 AI 데이터센터를 컨테이너에 완전히 사전 조립된 상태로 출하하는 방안을 제시하며, 이를 통해 구축 기간을 6개월에서 최소 14일로 단축할 수 있다. https://slicast.com/article/cmnhs7 Slicast en 2026-10-21T13:35:51.000Z Huang shrugged off protesters to open Nvidia's GTC Berlin event, highlighting DSX Pods and robotics. https://slicast.com/zh/article/cmnhs7 Slicast zh-cn 2026-10-21T13:35:51.000Z 黄仁勋不顾抗议者，在英伟达GTC柏林大会开幕，重点展示了DSX Pods与机器人相关内容。 https://slicast.com/ko/article/cmnhs7 Slicast ko 2026-10-21T13:35:51.000Z Huang은 시위대를 개의치 않고 Nvidia의 GTC Berlin 행사를 열며 DSX Pods와 로보틱스를 강조했다. https://slicast.com/article/tuayac Slicast en 2026-10-21T13:34:06.000Z 404 Media reports on the Chestnut Grove, a site caught in a years-long data center dispute. https://slicast.com/zh/article/tuayac Slicast zh-cn 2026-10-21T13:34:06.000Z 《404 Media》报道称，Chestnut Grove卷入了一场持续多年的数据中心纠纷。 https://slicast.com/ko/article/tuayac Slicast ko 2026-10-21T13:34:06.000Z 404 Media는 수년간 데이터센터 분쟁에 휘말려 온 Chestnut Grove 부지에 대한 보도를 전했다. https://slicast.com/article/1amvfd Slicast en 2026-10-21T13:33:40.000Z BlackRock and Deutsche Bank CEOs dismissed AI bubble concerns and said fiscal deficits pose a greater risk. https://slicast.com/zh/article/1amvfd Slicast zh-cn 2026-10-21T13:33:40.000Z 贝莱德和德意志银行首席执行官驳斥了人工智能泡沫的担忧，并认为财政赤字构成更大风险。 https://slicast.com/ko/article/1amvfd Slicast ko 2026-10-21T13:33:40.000Z BlackRock과 도이체방크 CEO들은 AI 거품 우려를 일축하며, 재정 적자가 더 큰 위험 요인이라고 말했다. https://slicast.com/article/ri6jt9 Slicast en 2026-10-21T13:26:00.000Z Amazon has withdrawn its application for a data center campus at the GWU site in Ashburn, Virginia, after pushback from Loudoun County officials. https://slicast.com/zh/article/ri6jt9 Slicast zh-cn 2026-10-21T13:26:00.000Z 亚马逊撤回了其在弗吉尼亚州Ashburn的GWU站点数据中心园区申请，此前遭到Loudoun County官员的反对。 https://slicast.com/ko/article/ri6jt9 Slicast ko 2026-10-21T13:26:00.000Z Amazon가 버지니아주 애슈번에 있는 GWU 부지의 데이터센터 캠퍼스 신청서를 철회했다. 루든 카운티 관계자들의 반발이 이어진 데 따른 조치다. https://slicast.com/article/1trejtm Slicast en 2026-10-21T13:25:00.000Z An analysis piece asks whether AI data centers moving into orbit can clear the 'valley of death' on power and payback. https://slicast.com/zh/article/1trejtm Slicast zh-cn 2026-10-21T13:25:00.000Z 一篇分析文章探讨了将人工智能数据中心送入轨道能否跨越电力与投资回收方面的“死亡之谷”。 https://slicast.com/ko/article/1trejtm Slicast ko 2026-10-21T13:25:00.000Z AI 데이터센터의 궤도 이전이 전력 확보와 투자 회수라는 '죽음의 계곡'을 넘을 수 있을지를 묻는 분석 기사다. https://slicast.com/article/14rttu0 Slicast en 2026-10-21T13:20:38.000Z NorthC has broken ground on a data center in Geneva, Switzerland, with the first phase of its 4.5 MW facility due live in 2028. https://slicast.com/zh/article/14rttu0 Slicast zh-cn 2026-10-21T13:20:38.000Z NorthC已在瑞士日内瓦动工建设一座数据中心，其4.5兆瓦设施的首期将于2028年投入使用。 https://slicast.com/ko/article/14rttu0 Slicast ko 2026-10-21T13:20:38.000Z NorthC가 스위스 제네바에 데이터센터 착공에 들어갔으며, 4.5MW 규모 시설의 1단계는 2028년 가동될 예정이다. https://slicast.com/article/1ym38qq Slicast en 2026-10-21T13:18:45.000Z YourStory reports that DeepSeek's DeepInfer could meaningfully reduce AI inference costs. https://slicast.com/zh/article/1ym38qq Slicast zh-cn 2026-10-21T13:18:45.000Z 《YourStory》报道称，深度求索的DeepInfer可能大幅降低人工智能推理成本。 https://slicast.com/ko/article/1ym38qq Slicast ko 2026-10-21T13:18:45.000Z DeepSeek의 DeepInfer가 AI 추론 비용을 크게 낮출 수 있다고 YourStory가 보도했다. https://slicast.com/article/aem3fq Slicast en 2026-10-21T13:16:53.000Z Duos has secured a cloud provider as a customer for 20 MW of data center capacity under a contract worth $700 million, with the capacity due live next year. https://slicast.com/zh/article/aem3fq Slicast zh-cn 2026-10-21T13:16:53.000Z Duos已与一家云服务提供商签约，由其租用20兆瓦数据中心容量，合同金额7亿美元，产能计划明年上线。 https://slicast.com/ko/article/aem3fq Slicast ko 2026-10-21T13:16:53.000Z Duos, 데이터센터 용량 20MW를 클라우드 사업자 고객과 계약했으며, 계약 규모는 7억 달러이고 해당 용량은 내년에 가동될 예정이다. https://slicast.com/article/10al4ia Slicast en 2026-10-21T13:15:31.000Z Google Cloud plans to scale its Nvidia Vera Rubin infrastructure to 960,000 GPUs. https://slicast.com/zh/article/10al4ia Slicast zh-cn 2026-10-21T13:15:31.000Z Google Cloud计划将其英伟达Vera Rubin基础设施扩展至96万颗GPU。 https://slicast.com/ko/article/10al4ia Slicast ko 2026-10-21T13:15:31.000Z Google Cloud는 Nvidia Vera Rubin 인프라를 96만 개 GPU 규모로 확장할 계획이다. https://slicast.com/article/subxph Slicast en 2026-10-21T13:13:03.000Z Goldman Sachs reports that private-equity funding into Indian AI startups has tripled since 2024, and says the IPO pipeline could add $100 billion in market capitalisation. https://slicast.com/zh/article/subxph Slicast zh-cn 2026-10-21T13:13:03.000Z 高盛报告称，自2024年以来，印度人工智能初创企业获得的私募股权融资已增至三倍，其首次公开募股储备或将增加1000亿美元市值。 https://slicast.com/ko/article/subxph Slicast ko 2026-10-21T13:13:03.000Z Goldman Sachs는 2024년 이후 인도 AI 스타트업에 대한 사모펀드 투자가 세 배로 늘었다고 밝혔으며, 기업공개(IPO) 파이프라인이 시가총액을 1,000억 달러 늘릴 수 있다고 전망했다. https://slicast.com/article/2wukhf Slicast en 2026-10-21T13:11:59.000Z Chinese AI cloud provider Capital Online (首都在线) reported a book profit in its latest results, with gross margins recovering while cash remains tight and AI compute investment continues. https://slicast.com/zh/article/2wukhf Slicast zh-cn 2026-10-21T13:11:59.000Z 中国人工智能云服务商首都在线最新财报显示账面扭亏，毛利率有所修复，但资金仍然紧张，其人工智能算力投入仍在持续。 https://slicast.com/ko/article/2wukhf Slicast ko 2026-10-21T13:11:59.000Z Chinese AI cloud provider Capital Online는 최근 실적에서 장부상 흑자를 기록했으며, 매출총이익률은 회복세를 보였다. 다만 현금 사정은 여전히 빠듯하고, AI 컴퓨팅 투자는 계속되고 있다. Wait, I need to correct that: the instruction says never output Han characte https://slicast.com/article/4d816e Slicast en 2026-10-21T13:10:09.000Z atNorth has topped out its latest data center in Espoo, Finland, adding a five-story building to its campus. https://slicast.com/zh/article/4d816e Slicast zh-cn 2026-10-21T13:10:09.000Z atNorth已在芬兰埃斯波封顶其最新数据中心，公司为园区新增一栋五层建筑。 https://slicast.com/ko/article/4d816e Slicast ko 2026-10-21T13:10:09.000Z atNorth가 핀란드 에스포에 있는 최신 데이터센터의 상량식을 마쳤으며, 캠퍼스에 5층 규모의 건물을 추가했다. https://slicast.com/article/1s7k5li Slicast en 2026-10-21T13:10:00.000Z 3M (MMM) Q3 earnings call highlighted AI deals and a higher outlook. https://slicast.com/zh/article/1s7k5li Slicast zh-cn 2026-10-21T13:10:00.000Z 3M（MMM）第三季度财报电话会议重点介绍了人工智能相关合作，并上调了业绩展望。 https://slicast.com/ko/article/1s7k5li Slicast ko 2026-10-21T13:10:00.000Z 3M (MMM) 3분기 실적 발표에서 AI 관련 계약과 상향된 전망이 주목받았다. https://slicast.com/article/7x65h8 Slicast en 2026-10-21T13:09:27.000Z DeepSeek has unveiled open-source inference technology designed to support Huawei AI chips. https://slicast.com/zh/article/7x65h8 Slicast zh-cn 2026-10-21T13:09:27.000Z 深度求索发布开源推理技术，以支持华为人工智能芯片。 https://slicast.com/ko/article/7x65h8 Slicast ko 2026-10-21T13:09:27.000Z DeepSeek가 화웨이 AI 칩을 지원하도록 설계된 오픈소스 추론 기술을 공개했다. https://slicast.com/article/1jjzzkn Slicast en 2026-10-21T13:09:04.000Z OpenAI is bringing its AI models to Google Cloud, breaking Microsoft's exclusivity on distribution. https://slicast.com/zh/article/1jjzzkn Slicast zh-cn 2026-10-21T13:09:04.000Z OpenAI正将其人工智能模型引入谷歌云，打破了微软的独家供应安排。 https://slicast.com/ko/article/1jjzzkn Slicast ko 2026-10-21T13:09:04.000Z OpenAI가 AI 모델을 Google Cloud에 제공하기로 하면서, Microsoft가 가져온 유통 독점권이 깨지게 됐다. https://slicast.com/article/xba2pg Slicast en 2026-10-21T13:04:19.000Z China protested the US ban on DeepSeek in government systems, while Beijing itself blocks ChatGPT, Claude, and Gemini at home. https://slicast.com/zh/article/xba2pg Slicast zh-cn 2026-10-21T13:04:19.000Z 中国就美国在政府系统中禁用深度求索一事提出抗议，而北京自身在国内屏蔽了ChatGPT、Claude和Gemini。 https://slicast.com/ko/article/xba2pg Slicast ko 2026-10-21T13:04:19.000Z 중국은 미국의 DeepSeek 정부 시스템 사용 금지에 항의했지만, 정작 중국 정부는 국내에서 ChatGPT, Claude, Gemini를 차단하고 있다. https://slicast.com/article/1ha7t20 Slicast en 2026-10-21T13:00:00.000Z Qualcomm will begin performance-based layoffs worldwide in November as it reallocates resources toward AI data center and edge computing markets. https://slicast.com/zh/article/1ha7t20 Slicast zh-cn 2026-10-21T13:00:00.000Z 高通将于11月在全球范围内开展基于绩效的裁员，同时将资源重新分配至人工智能数据中心和边缘计算市场。 https://slicast.com/ko/article/1ha7t20 Slicast ko 2026-10-21T13:00:00.000Z Qualcomm는 AI 데이터센터 및 엣지 컴퓨팅 시장으로 자원을 재배치하는 가운데, 11월부터 전 세계적으로 성과 기반 구조조정을 시작한다. https://slicast.com/article/y9963j Slicast en 2026-10-21T12:52:11.000Z Vultr and AMD are expanding their global collaboration to build new AI infrastructure in India. https://slicast.com/zh/article/y9963j Slicast zh-cn 2026-10-21T12:52:11.000Z Vultr与AMD扩大全球合作，在印度建设新的人工智能基础设施。 https://slicast.com/ko/article/y9963j Slicast ko 2026-10-21T12:52:11.000Z Vultr와 AMD가 인도에 새로운 AI 인프라를 구축하기 위해 글로벌 협력을 확대한다. https://slicast.com/article/j5whzy Slicast en 2026-10-21T12:44:00.000Z Community opposition has reportedly cost Australia's NextDC 42% of its market value. https://slicast.com/zh/article/j5whzy Slicast zh-cn 2026-10-21T12:44:00.000Z 澳大利亚NextDC因社区反对，据报道市值蒸发42%。 https://slicast.com/ko/article/j5whzy Slicast ko 2026-10-21T12:44:00.000Z 지역사회의 반대로 호주 NextDC가 시가총액의 42%를 잃은 것으로 전해졌다. https://slicast.com/article/1i2ecgs Slicast en 2026-10-21T12:35:00.000Z OpenAI's GPT-Astra and GPT-6 models, including GPT-6 Astra, are now available on Google Cloud's Model Garden, which the report says completes OpenAI's availability across the big three cloud providers https://slicast.com/zh/article/1i2ecgs Slicast zh-cn 2026-10-21T12:35:00.000Z OpenAI的GPT-Astra和GPT-6模型（包括GPT-6 Astra）已上线谷歌云Model Garden，据报道此举使OpenAI在三大云服务商中实现全覆盖。 https://slicast.com/ko/article/1i2ecgs Slicast ko 2026-10-21T12:35:00.000Z OpenAI의 GPT-Astra 및 GPT-6 모델(GPT-6 Astra 포함)이 이제 Google Cloud의 Model Garden에서 제공되며, 보고서에 따르면 이로써 OpenAI는 3대 클라우드 사업자 전체에서 서비스를 이용할 수 있게 되었습니다. https://slicast.com/article/cm2p9d Slicast en 2026-10-21T12:33:12.000Z A report says the Trump administration tried to shut down a pollution-related action tied to xAI's Colossus facility, though the headline is truncated and the details are unconfirmed. https://slicast.com/zh/article/cm2p9d Slicast zh-cn 2026-10-21T12:33:12.000Z 有报道称，特朗普政府曾试图关停与xAI Colossus相关的污染治理行动，报道标题未完整披露具体细节。 https://slicast.com/ko/article/cm2p9d Slicast ko 2026-10-21T12:33:12.000Z 보도에 따르면 트럼프 행정부가 xAI의 Colossus 시설과 관련된 오염 관련 조치를 중단시키려 한 것으로 알려졌으나, 제목이 잘려 있어 세부 내용은 확인되지 않았다. https://slicast.com/article/v76ycs Slicast en 2026-10-21T12:30:00.000Z FADU's FS-SSD embeds the filesystem inside SSD flash and carries NFSv3 file operations within NVMe commands, letting GPUs, DPUs and NICs read files without a host file system. https://slicast.com/zh/article/v76ycs Slicast zh-cn 2026-10-21T12:30:00.000Z FADU的FS-SSD将文件系统置于SSD闪存内部，并在NVMe命令中承载NFSv3文件操作，使图形处理器、数据处理单元和网卡无需主机文件系统即可读取文件。 https://slicast.com/ko/article/v76ycs Slicast ko 2026-10-21T12:30:00.000Z FADU의 FS-SSD는 SSD 플래시 내부에 파일 시스템을 내장하고, NFSv3 파일 연산을 NVMe 명령 안에 실어 보냅니다. 이를 통해 GPU, DPU, NIC는 호스트 파일 시스템 없이도 파일을 읽을 수 있습니다. https://slicast.com/article/10bc8r7 Slicast en 2026-10-21T12:18:00.000Z VivoPower says the opportunity for nation-controlled AI data center capacity in Europe exceeds 40 GW. https://slicast.com/zh/article/10bc8r7 Slicast zh-cn 2026-10-21T12:18:00.000Z VivoPower表示，欧洲国家主导的人工智能数据中心机会规模超过40吉瓦。 https://slicast.com/ko/article/10bc8r7 Slicast ko 2026-10-21T12:18:00.000Z VivoPower는 유럽에서 국가가 통제하는 AI 데이터센터 용량에 대한 기회가 40 GW를 넘는다고 밝혔다. https://slicast.com/article/1w86js7 Slicast en 2026-10-21T12:18:00.000Z VivoPower Signs Definitive Heads of Agreement with Open https://slicast.com/zh/article/1w86js7 Slicast zh-cn 2026-10-21T12:18:00.000Z VivoPower 与 Open 签署正式意向协议 https://slicast.com/article/1kg0bnb Slicast en 2026-10-21T12:17:36.000Z Soluna Holdings and Applied Digital will jointly develop a 50 MW AI data center in Texas. https://slicast.com/zh/article/1kg0bnb Slicast zh-cn 2026-10-21T12:17:36.000Z Soluna Holdings与Applied Digital将共同在得克萨斯州开发一座50兆瓦的人工智能数据中心。 https://slicast.com/ko/article/1kg0bnb Slicast ko 2026-10-21T12:17:36.000Z Soluna Holdings와 Applied Digital은 텍사스에 50 MW 규모의 AI 데이터센터를 공동 개발할 예정이다. https://slicast.com/article/1jwsj0r Slicast en 2026-10-21T12:13:00.000Z VivoPower has signed a sovereign AI data center pact, though the report does not disclose the counterparty, capacity or terms. https://slicast.com/zh/article/1jwsj0r Slicast zh-cn 2026-10-21T12:13:00.000Z VivoPower签署了一项主权人工智能数据中心合作协议，报道未披露合作方、容量或条款。 https://slicast.com/ko/article/1jwsj0r Slicast ko 2026-10-21T12:13:00.000Z VivoPower가 소버린 AI 데이터센터 협약을 체결했다고 밝혔으나, 보도에는 협약 상대방, 용량, 조건이 공개되지 않았다. https://slicast.com/article/eb95fl Slicast en 2026-10-21T12:03:25.000Z Nvidia unveiled a containerized AI system built with seven Vera Rubin racks. https://slicast.com/zh/article/eb95fl Slicast zh-cn 2026-10-21T12:03:25.000Z 英伟达推出一套集装箱式人工智能系统，配备七个Vera Rubin机架。 https://slicast.com/ko/article/eb95fl Slicast ko 2026-10-21T12:03:25.000Z Nvidia, 7개의 Vera Rubin 랙으로 구성된 컨테이너형 AI 시스템을 공개했다. https://slicast.com/article/1u1er94 Slicast en 2026-10-21T12:02:06.000Z At GTC Berlin 2026, Nvidia announced it is expanding its investment footprint in Europe. https://slicast.com/zh/article/1u1er94 Slicast zh-cn 2026-10-21T12:02:06.000Z 在GTC Berlin 2026大会上，英伟达宣布在欧洲扩大投资布局。 https://slicast.com/ko/article/1u1er94 Slicast ko 2026-10-21T12:02:06.000Z GTC Berlin 2026에서 엔비디아는 유럽 내 투자 규모를 확대한다고 발표했다. https://slicast.com/article/1jscmoy Slicast en 2026-10-21T12:00:00.000Z Peak Energy Raises $108 Million In New Capital; Announces Oversubscribed Series B to Scale Next-Generation Energy Infrastructure https://slicast.com/zh/article/1jscmoy Slicast zh-cn 2026-10-21T12:00:00.000Z Peak Energy 募资1.08亿美元新资本;宣布超额认购的B轮融资,以扩展新一代能源基础设施 https://slicast.com/article/czlj3n Slicast en 2026-10-21T12:00:00.000Z Tesla files 8-K: results of operations https://slicast.com/zh/article/czlj3n Slicast zh-cn 2026-10-21T12:00:00.000Z Tesla 提交 8-K：重大事件 https://slicast.com/article/rfajxa Slicast en 2026-10-21T12:00:00.000Z LAM RESEARCH CORP files 8-K: results of operations https://slicast.com/zh/article/rfajxa Slicast zh-cn 2026-10-21T12:00:00.000Z LAM RESEARCH CORP 提交 8-K：重大事件 https://slicast.com/article/yyf7en Slicast en 2026-10-21T12:00:00.000Z Meta Platforms files 8-K: entry into a material agreement, results of operations, other material event https://slicast.com/zh/article/yyf7en Slicast zh-cn 2026-10-21T12:00:00.000Z Meta Platforms 提交 8-K：重大事件 https://slicast.com/article/1cwm9gk Slicast en 2026-10-21T11:41:00.000Z IREN has launched IREN Europe and secured a license for a 300MW AI data center campus in Badajoz, Spain, targeted for 2028. https://slicast.com/zh/article/1cwm9gk Slicast zh-cn 2026-10-21T11:41:00.000Z IREN已成立IREN Europe,并获得西班牙巴达霍斯一座300MW AI数据中心园区的许可,目标于2028年投入运营。 https://slicast.com/ko/article/1cwm9gk Slicast ko 2026-10-21T11:41:00.000Z IREN이 IREN Europe를 출범했으며, 스페인 바다호스에 2028년 가동을 목표로 한 300MW 규모 AI 데이터센터 캠퍼스 부지 라이선스를 확보했다. https://slicast.com/article/12xmrik Slicast en 2026-10-21T11:30:00.000Z Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA https://slicast.com/zh/article/12xmrik Slicast zh-cn 2026-10-21T11:30:00.000Z 戴尔科技携手 NVIDIA,推动企业级智能体 AI 从桌面延伸至数据中心 https://slicast.com/article/16llj7s Slicast en 2026-10-21T11:30:00.000Z Tanium Brings Enterprise-Grade Manageability to NVIDIA Local AI Infrastructure https://slicast.com/zh/article/16llj7s Slicast zh-cn 2026-10-21T11:30:00.000Z Tanium 为 NVIDIA 本地 AI 基础设施带来企业级可管理性 https://slicast.com/article/1h2i6g1 Slicast en 2026-10-21T11:30:00.000Z Verda and Compal Expand Global AI Infrastructure Collaboration at GTC Berlin 2026 https://slicast.com/zh/article/1h2i6g1 Slicast zh-cn 2026-10-21T11:30:00.000Z Verda 与 Compal 在 GTC Berlin 2026 大会上深化全球 AI 基础设施合作 https://slicast.com/article/1ls7jxp Slicast en 2026-10-21T11:30:00.000Z Amkor Technology and NVIDIA Advance Strategic Partnership for AI Infrastructure https://slicast.com/zh/article/1ls7jxp Slicast zh-cn 2026-10-21T11:30:00.000Z Amkor Technology 与 NVIDIA 推进 AI 基础设施战略合作 https://slicast.com/article/gns0q9 Slicast en 2026-10-21T11:30:00.000Z Soluna Agrees to Form Strategic Partnership with Applied Digital to Develop Wind-Powered AI Data Center in Texas https://slicast.com/zh/article/gns0q9 Slicast zh-cn 2026-10-21T11:30:00.000Z Soluna 与 Applied Digital 达成战略合作,在德州开发风能驱动的 AI 数据中心 https://slicast.com/article/1344sdt Slicast en 2026-10-21T11:24:12.000Z Google Cloud has made its first NVIDIA Vera Rubin A5X instances generally available. https://slicast.com/zh/article/1344sdt Slicast zh-cn 2026-10-21T11:24:12.000Z Google Cloud 已正式发布首批 NVIDIA Vera Rubin A5X 实例。 https://slicast.com/ko/article/1344sdt Slicast ko 2026-10-21T11:24:12.000Z Google Cloud가 NVIDIA Vera Rubin A5X 인스턴스를 처음으로 정식 출시했습니다. https://slicast.com/article/1fm0kju Slicast en 2026-10-21T11:05:00.000Z Extreme Previews Industry’s First On-Prem Enterprise AI Infrastructure for Networking https://slicast.com/zh/article/1fm0kju Slicast zh-cn 2026-10-21T11:05:00.000Z Extreme 预览业界首款本地部署的企业级网络 AI 基础设施 https://slicast.com/article/1tg1ul Slicast en 2026-10-21T10:50:37.000Z Bringing the Spark to Europe: Local Intelligence Powers Next Wave of Agents https://slicast.com/zh/article/1tg1ul Slicast zh-cn 2026-10-21T10:50:37.000Z 将 Spark 带到欧洲:本地智能赋能新一波智能体浪潮 https://slicast.com/article/1iwftlx Slicast en 2026-10-21T10:45:17.000Z Google Cloud and NVIDIA Announce General Availability of NVIDIA Vera Rubin Infrastructure https://slicast.com/zh/article/1iwftlx Slicast zh-cn 2026-10-21T10:45:17.000Z Google Cloud 与 NVIDIA 宣布 NVIDIA Vera Rubin 基础设施正式上线 https://slicast.com/article/pcj58b Slicast en 2026-10-21T10:33:24.000Z NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout https://slicast.com/zh/article/pcj58b Slicast zh-cn 2026-10-21T10:33:24.000Z NVIDIA 与供应链合作伙伴扩大产能,加速 AI 基础设施建设 https://slicast.com/article/1a6hgys Slicast en 2026-10-21T10:30:41.000Z NVIDIA Cloud Partners Scale Across Europe — Sovereign, Open and Built for Safe AI Agents https://slicast.com/zh/article/1a6hgys Slicast zh-cn 2026-10-21T10:30:41.000Z NVIDIA 云合作伙伴在欧洲全面扩张:主权化、开放,并为安全的 AI 智能体而构建 https://slicast.com/article/1qalssw Slicast en 2026-10-21T10:30:40.000Z Europe’s Industrial Leaders Reinvent Engineering and Manufacturing With NVIDIA https://slicast.com/zh/article/1qalssw Slicast zh-cn 2026-10-21T10:30:40.000Z 欧洲工业领袖借助 NVIDIA 重塑工程与制造 https://slicast.com/article/1mwckli Slicast en 2026-10-21T10:30:25.000Z NVIDIA cuDSS Now Generally Available to Accelerate Engineering and Scientific Simulations https://slicast.com/zh/article/1mwckli Slicast zh-cn 2026-10-21T10:30:25.000Z NVIDIA cuDSS 正式全面可用,加速工程与科学仿真 https://slicast.com/article/vnh6l0 Slicast en 2026-10-21T10:30:02.000Z NVIDIA Confidential Computing Expands, Enabling Frontier Model Builders to Securely Scale Across Global Infrastructure https://slicast.com/zh/article/vnh6l0 Slicast zh-cn 2026-10-21T10:30:02.000Z NVIDIA 机密计算扩展,助力前沿模型构建者在全球基础设施中安全扩容 https://slicast.com/article/jyof43 Slicast en 2026-10-21T10:10:01.000Z NVIDIA Agent Toolkit Expands, Grounding Enterprise Agents in Company Data https://slicast.com/zh/article/jyof43 Slicast zh-cn 2026-10-21T10:10:01.000Z NVIDIA Agent Toolkit 扩展,使企业智能体基于企业数据运行 https://slicast.com/article/1q7gkt9 Slicast en 2026-10-21T10:00:07.000Z NVIDIA Open Models Advance Europe’s Sovereign Intelligence Across Industries https://slicast.com/zh/article/1q7gkt9 Slicast zh-cn 2026-10-21T10:00:07.000Z NVIDIA 开放模型推动欧洲跨行业主权智能发展 https://slicast.com/article/krjd01 Slicast en 2026-10-21T10:00:00.000Z Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure https://slicast.com/zh/article/krjd01 Slicast zh-cn 2026-10-21T10:00:00.000Z Generative Bionics 将借助 AMD AI 基础设施,打造欧洲最大的物理 AI 数据工厂,推进欧洲人形机器人主权 https://slicast.com/article/f5vvvc Slicast en 2026-10-21T09:30:16.000Z GTC Berlin 2026: Live Updates From NVIDIA CEO Jensen Huang’s Keynote https://slicast.com/zh/article/f5vvvc Slicast zh-cn 2026-10-21T09:30:16.000Z GTC Berlin 2026:NVIDIA CEO 黄仁勋主题演讲实时直播 https://slicast.com/article/1fb9pf4 Slicast en 2026-10-21T09:17:40.000Z Global Data Center Energy Storage Systems Market Forecast, https://slicast.com/zh/article/1fb9pf4 Slicast zh-cn 2026-10-21T09:17:40.000Z 全球数据中心储能系统市场预测, https://slicast.com/ko/article/1fb9pf4 Slicast ko 2026-10-21T09:17:40.000Z 글로벌 데이터센터 에너지 저장 시스템 시장 전망, https://slicast.com/article/d0vv8y Slicast en 2026-10-21T09:04:40.000Z Global AI Data Center Power and Cooling Infrastructure https://slicast.com/zh/article/d0vv8y Slicast zh-cn 2026-10-21T09:04:40.000Z 全球 AI 数据中心电力与冷却基础设施 https://slicast.com/article/14dfbmr Slicast en 2026-10-21T08:58:39.000Z Global Data Center Wire and Cable Market Strategic Report, https://slicast.com/zh/article/14dfbmr Slicast zh-cn 2026-10-21T08:58:39.000Z 全球数据中心线缆市场战略报告, https://slicast.com/ko/article/14dfbmr Slicast ko 2026-10-21T08:58:39.000Z 글로벌 데이터센터 와이어 및 케이블 시장 전략 보고서, https://slicast.com/article/2398hh Slicast en 2026-10-21T05:30:00.000Z Vultr and AMD Expand Global Collaboration with New AI Infrastructure in India https://slicast.com/zh/article/2398hh Slicast zh-cn 2026-10-21T05:30:00.000Z Vultr与AMD扩大全球合作，在印度推出新的AI基础设施 https://slicast.com/ko/article/2398hh Slicast ko 2026-10-21T05:30:00.000Z Vultr와 AMD, 인도 AI 인프라 관련 글로벌 협력 확대