https://slicast.com/article/1fgf5nj Slicast en 2026-10-13T21:11:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises Guidance https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-13T21:11:00.000Z 大科技 2026 年 Capex 合计约 $6,900 亿,年增近一倍,可持续性之争升温 https://slicast.com/article/6qiy9b Slicast en 2026-10-13T21:10:00.000Z AI Data Centers Face Power Crunch https://slicast.com/zh/article/6qiy9b Slicast zh-cn 2026-10-13T21:10:00.000Z 电力危机:1,300 亿美元 AI 数据中心项目受阻,2030 年数据中心将耗用美国 12% 电网 https://slicast.com/article/xuatk0 Slicast en 2026-10-13T21:09:00.000Z The US is fighting over AI data centers. China is building them fast https://slicast.com/zh/article/xuatk0 Slicast zh-cn 2026-10-13T21:09:00.000Z 中国乌兰察布规划约 90 座数据中心,DeepSeek 据报道布局 1GW 算力 https://slicast.com/article/d2dz7o Slicast en 2026-10-13T21:08:00.000Z White House Announces $6B Science Push, Including $2.4B Genesis Mission AI Commitments https://slicast.com/zh/article/d2dz7o Slicast zh-cn 2026-10-13T21:08:00.000Z 白宫 Genesis Mission:11 家科技企业认捐 24 亿美元算力积分,NVIDIA 独占 10 亿 https://slicast.com/article/1swjla9 Slicast en 2026-10-13T21:07:00.000Z Samsung Electronics and SK Hynix Advance 16-Layer HBM4 Mass Production https://slicast.com/zh/article/1swjla9 Slicast zh-cn 2026-10-13T21:07:00.000Z SK Hynix 与 Samsung 推进 16 层 HBM4(48GB)量产,直接影响 Vera Rubin Ultra 供应选型 https://slicast.com/article/bibdvm Slicast en 2026-10-13T21:06:00.000Z Nscale Files for NYSE IPO Under Ticker NSCL https://slicast.com/zh/article/bibdvm Slicast zh-cn 2026-10-13T21:06:00.000Z Nscale 向 NYSE 提交 S-1,H1 营收 1.406 亿美元同比+1,252%,净亏 10.2 亿 https://slicast.com/article/1kmxbjv Slicast en 2026-10-13T21:05:00.000Z NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide https://slicast.com/zh/article/1kmxbjv Slicast zh-cn 2026-10-13T21:05:00.000Z NVIDIA 开放 Vera Rubin 架构,MGX 1.2 支持 250kW 机架、Spectrum-6 交换带宽 102.4 Tb/s https://slicast.com/article/ttjrs9 Slicast en 2026-10-13T21:04:00.000Z [OCP in Focus] Lisa Su Calls 2026 "Year of Inference" as AMD Lifts 2030 CPU TAM Forecast to $200B+ https://slicast.com/zh/article/ttjrs9 Slicast zh-cn 2026-10-13T21:04:00.000Z AMD 发布 Helion AI 机架与 EPYC Verano,Lisa Su 称 2026 年为"推理之年" https://slicast.com/article/fbvhxy Slicast en 2026-10-13T21:03:00.000Z Nvidia-Backed Firmus Cancels Mega IPO Over Market Volatility https://slicast.com/zh/article/fbvhxy Slicast zh-cn 2026-10-13T21:03:00.000Z Firmus 撤销 50 亿美元 IPO,NVIDIA/Blackstone 背书澳洲 neocloud 转向私募融资 https://slicast.com/article/v8nlj1 Slicast en 2026-10-13T21:02:00.000Z CoreWeave and Nebius Stocks Fall While IREN Rises on Reported Anthropic Deal https://slicast.com/zh/article/v8nlj1 Slicast zh-cn 2026-10-13T21:02:00.000Z IREN 据报道拿下 Anthropic 多年算力合同,但 CoreWeave/Nebius 持续下滑 https://slicast.com/commentary/sk-hynix-2026-10-13 Slicast en 2026-10-13T20:20:31.887Z Why CXMT's Server DRAM Push Sent SK Hynix Down 10.1%, October 2026 https://slicast.com/zh/commentary/sk-hynix-2026-10-13 Slicast zh-cn 2026-10-13T20:20:31.887Z 为何长鑫存储服务器DRAM推进令SK海力士单日跌10.1%，2026年10月 https://slicast.com/brief/2026-10-14 Slicast en 2026-10-13T20:08:03.103Z Latest AI Infrastructure News: October 14, 2026 https://slicast.com/zh/brief/2026-10-14 Slicast zh-cn 2026-10-13T20:08:03.103Z AI 基础设施新闻早报 · 2026年10月14日 https://slicast.com/ko/brief/2026-10-14 Slicast ko 2026-10-13T20:08:03.103Z 최신 AI 인프라 뉴스 · 2026년 10월 14일 https://slicast.com/article/b5vin Slicast en 2026-10-13T19:47:02.000Z UfiSpace demonstrated thermal feasibility for a 1.6T AI fabric using a live liquid cooling platform at the OCP Global Summit 2026. https://slicast.com/zh/article/b5vin Slicast zh-cn 2026-10-13T19:47:02.000Z UfiSpace 在 2026 年 OCP 全球峰会上通过实时液冷平台，展示了 1.6T 人工智能网络结构的散热可行性。 https://slicast.com/article/gonwi Slicast en 2026-10-13T19:38:44.000Z Investment advisor Ross Gerber calls the Micron decline overdone and cites Micron's multi-year supply agreements. https://slicast.com/zh/article/gonwi Slicast zh-cn 2026-10-13T19:38:44.000Z 投资顾问 Ross Gerber 认为美光科技的股价跌幅被过度反应，并援引其多年期供应协议作为依据。 https://slicast.com/article/1m737o2 Slicast en 2026-10-13T19:33:23.000Z MSI showcased open data center and AI infrastructure products at the 2026 OCP Global Summit. https://slicast.com/zh/article/1m737o2 Slicast zh-cn 2026-10-13T19:33:23.000Z 微星（MSI）在 2026 年 OCP 全球峰会上展示了开放式数据中心与人工智能基础设施方案。 https://slicast.com/article/1vqgkla Slicast en 2026-10-13T19:28:00.000Z An exclusive report in The Daily Caller says America's electric grid could derail Big Tech's AI data center ambitions. https://slicast.com/zh/article/1vqgkla Slicast zh-cn 2026-10-13T19:28:00.000Z 《每日呼叫者》（The Daily Caller）独家报道称，美国电网可能打乱大型科技公司的人工智能数据中心计划。 https://slicast.com/article/nzt5qt Slicast en 2026-10-13T19:27:44.000Z Techi reports that CyberTAN is targeting the heat problem in AI networking, with Marvell stock in focus. https://slicast.com/zh/article/nzt5qt Slicast zh-cn 2026-10-13T19:27:44.000Z Techi 报道称，CyberTAN 正瞄准人工智能网络的散热难题，美满电子（Marvell）股价受到关注。 https://slicast.com/article/1v0tjl Slicast en 2026-10-13T19:25:17.000Z Nvidia's share of China's AI chip market fell to 34% while Huawei rose to 28%. https://slicast.com/zh/article/1v0tjl Slicast zh-cn 2026-10-13T19:25:17.000Z 英伟达在中国人工智能芯片市场的份额降至 34%，华为升至 28%。 https://slicast.com/article/36qywi Slicast en 2026-10-13T19:23:13.000Z Energy News Beat's roundup highlights the question of who pays for data center power, alongside ten other stories. https://slicast.com/zh/article/36qywi Slicast zh-cn 2026-10-13T19:23:13.000Z Energy News Beat 的每日综述聚焦数据中心用电成本由谁承担的问题，此外还有另外十条重要新闻。 https://slicast.com/article/9z0y1x Slicast en 2026-10-13T19:14:00.000Z Hart Energy reports that natural gas is becoming data centers' preferred power solution as grid constraints mount. https://slicast.com/zh/article/9z0y1x Slicast zh-cn 2026-10-13T19:14:00.000Z Hart Energy 报道称，随着电网约束加剧，天然气正成为数据中心首选的供电方案。 https://slicast.com/article/zzmc4l Slicast en 2026-10-13T19:11:27.000Z IDC raised its 2029 forecast for Open Compute Project Foundation-recognized infrastructure spending by 2.7x to $800B and projects spending will reach $892B in 2030. https://slicast.com/zh/article/zzmc4l Slicast zh-cn 2026-10-13T19:11:27.000Z IDC 将其对 2029 年 Open Compute Project Foundation 认可基础设施支出的预测上调 2.7 倍，至 8000 亿美元，并预计 2030 年支出将达到 8920 亿美元。 https://slicast.com/article/1nhd11x Slicast en 2026-10-13T19:11:11.000Z FERC approved part of PJM's data center plan and rejected the remainder. https://slicast.com/zh/article/1nhd11x Slicast zh-cn 2026-10-13T19:11:11.000Z FERC（美国联邦能源管理委员会）批准了 PJM 数据中心计划的一部分，并驳回其余部分。 https://slicast.com/article/19jj2ce Slicast en 2026-10-13T19:10:42.000Z Intel has named its AI inference chip the GPU D270, which comes with 480GB of memory. https://slicast.com/zh/article/19jj2ce Slicast zh-cn 2026-10-13T19:10:42.000Z 英特尔将其人工智能推理芯片命名为 GPU D270，配备 480GB 内存。 https://slicast.com/article/cc2bhu Slicast en 2026-10-13T19:04:11.000Z d-Matrix launched Squadron compute clusters scaling to 1000+ connected Corsair XPUs, now generally available to select customers. https://slicast.com/zh/article/cc2bhu Slicast zh-cn 2026-10-13T19:04:11.000Z d-Matrix 推出 Squadron 计算集群，可扩展至 1000 多个互连的 Corsair XPU，现已面向部分指定客户全面开放。 https://slicast.com/article/ve8zzf Slicast en 2026-10-13T19:04:00.000Z Core Scientific's stock has maintained Nasdaq compliance while traders refocus on its development pipeline. https://slicast.com/zh/article/ve8zzf Slicast zh-cn 2026-10-13T19:04:00.000Z Core Scientific（SCNI）股价保持纳斯达克合规状态，交易员重新关注其项目管线。 https://slicast.com/article/jx0nxs Slicast en 2026-10-13T19:00:54.000Z CXMT's new DRAM architecture is reportedly weighing on NAND-related stocks, with high-bandwidth flash seen as key to SanDisk's turnaround. https://slicast.com/zh/article/jx0nxs Slicast zh-cn 2026-10-13T19:00:54.000Z 据报道，长鑫存储（CXMT）的新型动态随机存取存储器架构对与非闪存相关股票造成连带冲击，高带宽闪存被视为闪迪（SanDisk）扭转局面的关键。 https://slicast.com/article/1yxuy5k Slicast en 2026-10-13T18:50:44.000Z 406 scientists, including Geoffrey Hinton, Yoshua Bengio and Stuart Russell, are demanding that companies immediately disconnect AI models from the internet. https://slicast.com/zh/article/1yxuy5k Slicast zh-cn 2026-10-13T18:50:44.000Z 包括 Geoffrey Hinton、Yoshua Bengio 和 Stuart Russell 在内的 406 名科学家要求企业立即将人工智能模型与互联网断开。 https://slicast.com/article/83755 Slicast en 2026-10-13T18:49:00.000Z UP's AI mission spans supercomputing and grassroots governance, according to The Times of India. https://slicast.com/zh/article/83755 Slicast zh-cn 2026-10-13T18:49:00.000Z 《印度时报》（The Times of India）报道，UP 的人工智能使命涵盖超级计算与基层治理。 https://slicast.com/article/3r63jz Slicast en 2026-10-13T18:45:24.000Z Cipher raised $850M in convertible notes to cover an overrun bill on its Barber Lake project. https://slicast.com/zh/article/3r63jz Slicast zh-cn 2026-10-13T18:45:24.000Z Cipher 发行 8.5 亿美元可转换债券，用于支付 Barber Lake 项目的超支费用。 https://slicast.com/article/1ydb9yw Slicast en 2026-10-13T18:42:43.000Z Flex plans to spin off Axiom in 2027 to pursue AI data center power demand. https://slicast.com/zh/article/1ydb9yw Slicast zh-cn 2026-10-13T18:42:43.000Z Flex 计划在 2027 年分拆 Axiom 业务，以抓住人工智能数据中心的用电需求。 https://slicast.com/article/16cm5jh Slicast en 2026-10-13T18:33:32.000Z Deutsche Bank says AI investors face a major reckoning. https://slicast.com/zh/article/16cm5jh Slicast zh-cn 2026-10-13T18:33:32.000Z 德意志银行表示，人工智能投资者即将面临重大调整。 https://slicast.com/article/ef0y41 Slicast en 2026-10-13T18:32:07.000Z Livemint reports that Blackstone's AI data center deals are looking shaky. https://slicast.com/zh/article/ef0y41 Slicast zh-cn 2026-10-13T18:32:07.000Z Livemint 报道称，黑石集团的人工智能数据中心交易前景堪忧。 https://slicast.com/article/1cxd929 Slicast en 2026-10-13T18:26:15.000Z Trefis analyzes how much of Applied Digital's fiscal Q1 revenue came from rent. https://slicast.com/zh/article/1cxd929 Slicast zh-cn 2026-10-13T18:26:15.000Z Trefis 分析了 Applied Digital 财年第一季度营收中有多少来自租金。 https://slicast.com/article/1uhqx3k Slicast en 2026-10-13T18:25:00.000Z A St. Pete city memo says the city will keep data centers off its grid. https://slicast.com/zh/article/1uhqx3k Slicast zh-cn 2026-10-13T18:25:00.000Z 圣彼得市（St. Pete）一份城市备忘录称，该市将数据中心排除在其电网之外。 https://slicast.com/article/1xr8bvi Slicast en 2026-10-13T18:17:46.000Z The Next Platform examines Microsoft's 'Clea' Maia 300 inference XPU, which it describes as a bandwidth beast. https://slicast.com/zh/article/1xr8bvi Slicast zh-cn 2026-10-13T18:17:46.000Z The Next Platform 分析了微软的 'Clea' Maia 300 推理加速器，称其带宽性能十分突出。 https://slicast.com/article/aabb3y Slicast en 2026-10-13T18:05:00.000Z Asian tech stocks deepened their rout as CXMT's chip advance hit Samsung and SK Hynix shares. https://slicast.com/zh/article/aabb3y Slicast zh-cn 2026-10-13T18:05:00.000Z 长鑫存储的芯片进展重创三星和SK海力士股价，亚洲科技股跌势加剧。 https://slicast.com/article/1xkya6j Slicast en 2026-10-13T18:00:00.000Z Stockland's Sydney data centre has become a target of the anti-AI movement, according to Capital Brief. https://slicast.com/zh/article/1xkya6j Slicast zh-cn 2026-10-13T18:00:00.000Z 据Capital Brief报道，Stockland位于悉尼的数据中心已成为反AI运动的目标。 https://slicast.com/article/9yb5df Slicast en 2026-10-13T17:53:44.000Z Prime Intellect has acquired Moondream to speed up AI inference. https://slicast.com/zh/article/9yb5df Slicast zh-cn 2026-10-13T17:53:44.000Z Prime Intellect已收购Moondream，以加快AI推理速度。 https://slicast.com/article/1pcs6wf Slicast en 2026-10-13T17:45:19.000Z At OCP 2026, discussion centred on agentic AI driving a chip-to-grid transformation of the data center. https://slicast.com/zh/article/1pcs6wf Slicast zh-cn 2026-10-13T17:45:19.000Z 在OCP 2026上，讨论焦点是智能体式AI如何推动数据中心实现从芯片到电网的全面转型。 https://slicast.com/article/vquau7 Slicast en 2026-10-13T17:41:32.000Z Texas has ordered an audit of data centers as grid requests for large loads reach 474 gigawatts. https://slicast.com/zh/article/vquau7 Slicast zh-cn 2026-10-13T17:41:32.000Z 得克萨斯州下令对数据中心进行审计，因为电网大负荷并网申请已达474吉瓦。 https://slicast.com/ko/article/vquau7 Slicast ko 2026-10-13T17:41:32.000Z 텍사스주가 대규모 부하에 대한 전력망 요청이 474기가와트에 달함에 따라 데이터센터에 대한 감사를 지시했다. https://slicast.com/article/8796m2 Slicast en 2026-10-13T17:37:56.000Z China's CXMT advance and comments from Broadcom's CEO rattled chip stocks, and investors are debating which concern matters more for Micron. https://slicast.com/zh/article/8796m2 Slicast zh-cn 2026-10-13T17:37:56.000Z 中国CXMT的进展以及博通CEO的言论打压了芯片股，市场正在权衡哪一担忧对美光影响更大。 https://slicast.com/article/g3n36f Slicast en 2026-10-13T17:35:15.000Z An EPRI analysis found that energy storage system failures fell 98% between 2018 and 2025, though older systems still need special care. https://slicast.com/zh/article/g3n36f Slicast zh-cn 2026-10-13T17:35:15.000Z EPRI分析发现，2018至2025年间储能系统故障大幅下降98%，不过老旧系统仍需专门维护。 https://slicast.com/article/10wik2w Slicast en 2026-10-13T17:27:57.000Z Cipher Digital shares fell 14% after an $850M convertible offering was reported (the headline is truncated in the source). https://slicast.com/zh/article/10wik2w Slicast zh-cn 2026-10-13T17:27:57.000Z Cipher Digital股价在一笔8.5亿美元可转换证券发行相关消息后下跌14%（源报道标题被截断）。 https://slicast.com/article/n3o255 Slicast en 2026-10-13T17:26:34.000Z US chip stocks slid as China's CXMT advanced, while worries about AI spending rattled investors. https://slicast.com/zh/article/n3o255 Slicast zh-cn 2026-10-13T17:26:34.000Z 随着中国CXMT推进，美国芯片股走低，对AI支出的担忧也困扰着投资者。 https://slicast.com/article/1fxp1r7 Slicast en 2026-10-13T17:19:33.000Z Nvidia partner Navitas unveiled a 24kW AI power system targeting 97% efficiency. https://slicast.com/zh/article/1fxp1r7 Slicast zh-cn 2026-10-13T17:19:33.000Z 英伟达合作伙伴Navitas推出24千瓦AI电源系统，目标效率达97%。 https://slicast.com/article/ipa62t Slicast en 2026-10-13T17:19:24.000Z Dell's CEO rejected AI bubble fears and said chip supply could stay tight through 2030. https://slicast.com/zh/article/ipa62t Slicast zh-cn 2026-10-13T17:19:24.000Z 戴尔CEO驳斥AI泡沫担忧，称芯片供应可能在2030年前保持紧张。 https://slicast.com/article/12gog5r Slicast en 2026-10-13T17:15:00.000Z Industry leaders formally launched the SCMP OCP workstream to develop open, secure management and control for AI infrastructure. https://slicast.com/zh/article/12gog5r Slicast zh-cn 2026-10-13T17:15:00.000Z 行业领袖正式启动SCMP OCP工作组，致力于为AI基础设施制定开放、安全的管理与控制标准。 https://slicast.com/article/1tg0ahs Slicast en 2026-10-13T17:05:11.000Z Scaleway and AMD are deploying Europe's first commercial AMD AI supercomputer in Sweden, built on AMD Instinct MI355X GPUs. https://slicast.com/zh/article/1tg0ahs Slicast zh-cn 2026-10-13T17:05:11.000Z Scaleway与AMD将在瑞典部署欧洲首个商用AMD AI超级计算机，基于AMD Instinct MI355X GPU构建。 https://slicast.com/article/1eztput Slicast en 2026-10-13T17:00:02.000Z An analyst lists seven reasons why CXMT's claims do not threaten Micron and Sandisk. https://slicast.com/zh/article/1eztput Slicast zh-cn 2026-10-13T17:00:02.000Z 一位分析师列出七点理由，认为中国CXMT的说法并不会威胁到美光和闪迪。 https://slicast.com/article/12wnvd2 Slicast en 2026-10-13T16:57:45.000Z The NRC has issued the first US construction permit for a GE Vernova BWRX-300 small modular reactor. https://slicast.com/zh/article/12wnvd2 Slicast zh-cn 2026-10-13T16:57:45.000Z 美国核管理委员会（NRC）已向GE Vernova颁发美国首张BWRX-300小型模块化反应堆建造许可证。 https://slicast.com/article/1bssy9m Slicast en 2026-10-13T16:55:00.000Z Caterpillar fell 5% while Deere edged higher, prompting questions about whether the data-center power premium is unwinding. https://slicast.com/zh/article/1bssy9m Slicast zh-cn 2026-10-13T16:55:00.000Z 卡特彼勒股价下跌5%，迪尔小幅上涨，引发市场质疑数据中心电力溢价是否正在消退。 https://slicast.com/article/g54wya Slicast en 2026-10-13T16:51:05.000Z Chile's Orion Power is seeking grid connection approval for its 90MW data center in Chile. https://slicast.com/zh/article/g54wya Slicast zh-cn 2026-10-13T16:51:05.000Z 智利Orion Power正在为其位于智利的90MW数据中心寻求并网批准。 https://slicast.com/article/11ccnic Slicast en 2026-10-13T16:45:34.000Z SOAR AI announced an equity facility of up to $1B to fund expansion of its AI infrastructure platform. https://slicast.com/zh/article/11ccnic Slicast zh-cn 2026-10-13T16:45:34.000Z SOAR AI宣布最高10亿美元的股权融资安排，用于扩大其AI基础设施平台。 https://slicast.com/article/ascvqy Slicast en 2026-10-13T16:45:00.000Z Cerebras Systems is down 20% this year, and one respected Wall Street analyst says the stock is set to double in price. https://slicast.com/zh/article/ascvqy Slicast zh-cn 2026-10-13T16:45:00.000Z Cerebras Systems今年以来已下跌20%，但一位知名华尔街分析师称其股价将翻倍。 https://slicast.com/article/vdhxm9 Slicast en 2026-10-13T16:40:43.000Z A Taiwan power company is making a large bet on Tesla Megapack batteries as AI data-center electricity demand grows. https://slicast.com/zh/article/vdhxm9 Slicast zh-cn 2026-10-13T16:40:43.000Z 一家台湾电力公司押注特斯拉Megapack电池，因为AI数据中心的用电需求持续增长。 https://slicast.com/article/wzcxsw Slicast en 2026-10-13T16:40:20.000Z Microsoft revealed the Maia 300 AI accelerator. https://slicast.com/zh/article/wzcxsw Slicast zh-cn 2026-10-13T16:40:20.000Z 微软发布了Maia 300 AI加速器。 https://slicast.com/article/1iv3svo Slicast en 2026-10-13T16:40:00.000Z Cameco shares rose as nuclear fuel demand keeps uranium in the spotlight (TSX:CCO). https://slicast.com/zh/article/1iv3svo Slicast zh-cn 2026-10-13T16:40:00.000Z 随着核燃料需求持续升温，卡梅科股价上涨，铀再度成为市场焦点（TSX:CCO）。 https://slicast.com/article/1gpthc9 Slicast en 2026-10-13T16:30:00.000Z Jefferies argues that cheap Chinese and open-source LLMs could trigger a trillion-dollar AI infrastructure 'reset', and questions whether LLMs will ever be profitable amid an ongoing collapse in token https://slicast.com/zh/article/1gpthc9 Slicast zh-cn 2026-10-13T16:30:00.000Z Jefferies认为，廉价的中国大模型和开源大模型可能引发一场价值万亿美元的AI基础设施“重置”，并在词元价格持续崩塌的背景下质疑大模型能否盈利。 https://slicast.com/article/3mlxw Slicast en 2026-10-13T16:29:07.000Z Nvidia's China troubles deepened as its rivalry with Chinese players took a new turn. https://slicast.com/zh/article/3mlxw Slicast zh-cn 2026-10-13T16:29:07.000Z 英伟达在中国的麻烦加深，其与中国竞争对手的较量也出现新转折。 https://slicast.com/article/seii29 Slicast en 2026-10-13T16:28:10.000Z AirTrunk is reportedly delaying its IPO amid rising interest rates, after the Firmus IPO fell apart and PLDT pushed back. https://slicast.com/zh/article/seii29 Slicast zh-cn 2026-10-13T16:28:10.000Z 据报道，AirTrunk因利率上升推迟IPO，此前Firmus的IPO告吹，PLDT也推迟了相关动作。 https://slicast.com/article/3irmme Slicast en 2026-10-13T16:28:09.000Z Micron fell 4.45% to $945.03, wiping out $50 billion of market value on China's CXMT DRAM advance. https://slicast.com/zh/article/3irmme Slicast zh-cn 2026-10-13T16:28:09.000Z 随着中国CXMT在动态随机存取存储器上取得进展，美光股价下跌4.45%至945.03美元，市值蒸发500亿美元。 https://slicast.com/article/gjdgx4 Slicast en 2026-10-13T16:26:47.000Z Google data center strategic sourcing executive Allyson Fealtman is heading to OpenAI, where she will focus on high-speed interconnect and rack power. https://slicast.com/zh/article/gjdgx4 Slicast zh-cn 2026-10-13T16:26:47.000Z 谷歌数据中心战略采购高管Allyson Fealtman将加入OpenAI，专注于高速互连和机架供电。 https://slicast.com/article/jsc7wm Slicast en 2026-10-13T16:19:51.000Z GlobalFoundries and TSMC have reached a multi-year, $2 billion agreement to establish US-based supply of silicon interposers for advanced AI packaging. https://slicast.com/zh/article/jsc7wm Slicast zh-cn 2026-10-13T16:19:51.000Z 格芯与台积电达成多年期、总额20亿美元的协议，将在美国建立硅中介层的本土供应，用于先进AI封装。 https://slicast.com/ko/article/jsc7wm Slicast ko 2026-10-13T16:19:51.000Z GlobalFoundries와 TSMC가 첨단 AI 패키징에 사용되는 실리콘 인터포저의 미국 내 공급 체계를 구축하기 위해 다년간 20억 달러 규모의 계약을 체결했다. https://slicast.com/article/1aqeqqk Slicast en 2026-10-13T16:15:03.000Z The IMF flagged that an AI market correction, war and debt pose risks to the global economy. https://slicast.com/zh/article/1aqeqqk Slicast zh-cn 2026-10-13T16:15:03.000Z 国际货币基金组织（IMF）警示，AI市场回调、战争和债务问题可能对全球经济构成风险。 https://slicast.com/article/18kvhj6 Slicast en 2026-10-13T16:10:49.000Z Meta shares are approaching a record high as investors look to AI monetization, with Q3 earnings and capex seen as the key test. https://slicast.com/zh/article/18kvhj6 Slicast zh-cn 2026-10-13T16:10:49.000Z Meta股价接近历史高点，投资者关注AI变现前景，第三季度财报及资本支出被视为关键考验。 https://slicast.com/article/1uq45em Slicast en 2026-10-13T16:07:13.000Z Applied Digital (APLD) shares broke support and face $20, even as the company reports $36 billion in contracted revenue, while China memory plans raise concerns. https://slicast.com/zh/article/1uq45em Slicast zh-cn 2026-10-13T16:07:13.000Z Applied Digital（APLD）股价跌破支撑位，面临20美元关口，尽管公司披露了360亿美元的已签约收入，而中国存储产能计划引发担忧。 https://slicast.com/article/10rbqub Slicast en 2026-10-13T16:05:19.000Z Micron, SK Hynix and Samsung shares fell after China's CXMT sparked a chip sell-off. https://slicast.com/zh/article/10rbqub Slicast zh-cn 2026-10-13T16:05:19.000Z 美光、SK海力士和三星股价下跌，起因是中国长鑫存储（CXMT）引发芯片抛售。 https://slicast.com/article/80tyhe Slicast en 2026-10-13T16:04:27.000Z Microsoft is betting on its Azure Maia chips to stretch the power available to its AI data centers. https://slicast.com/zh/article/80tyhe Slicast zh-cn 2026-10-13T16:04:27.000Z 微软押注Azure Maia芯片，以在有限电力下支撑更多AI数据中心算力。 https://slicast.com/article/1mxh8ky Slicast en 2026-10-13T16:00:41.000Z Goodman Group CEO Greg Goodman discusses the firm's global ambitions and the growing importance of data centers to the business. https://slicast.com/zh/article/1mxh8ky Slicast zh-cn 2026-10-13T16:00:41.000Z 古德曼集团（Goodman Group）首席执行官Greg Goodman谈及公司的全球野心，以及数据中心对其业务日益重要。 https://slicast.com/article/mxe2u5 Slicast en 2026-10-13T16:00:04.000Z The largest US grid operator, PJM, triggered a 'Maximum Gen Alert' as the US Department of Energy issued an emergency order to maintain reliability. https://slicast.com/zh/article/mxe2u5 Slicast zh-cn 2026-10-13T16:00:04.000Z 美国最大的电网运营商PJM发布了「最高发电预警」，同时美国能源部发布紧急令以维持电网可靠性。 https://slicast.com/ko/article/mxe2u5 Slicast ko 2026-10-13T16:00:04.000Z 미국 최대 전력망 운영사 PJM은 미국 에너지부가 신뢰도 유지를 위한 긴급 명령을 발령하면서 'Maximum Gen Alert'를 발동했다. https://slicast.com/article/ojlqtg Slicast en 2026-10-13T15:41:12.000Z BCE received a Buy upgrade without a higher target as its Regina AI campus enters public scrutiny. https://slicast.com/zh/article/ojlqtg Slicast zh-cn 2026-10-13T15:41:12.000Z BCE获得买入评级上调但目标价未提高，其里贾纳（Regina）AI园区进入公众审查环节。 https://slicast.com/article/ltreu2 Slicast en 2026-10-13T15:40:01.000Z Oracle has proposed up to $55 million in annual power bill credits and reaffirmed Bloom Energy's role at Project Jupiter. https://slicast.com/zh/article/ltreu2 Slicast zh-cn 2026-10-13T15:40:01.000Z 甲骨文提议每年提供最高5500万美元的电费抵免，并重申Bloom Energy在Project Jupiter项目中的角色。 https://slicast.com/ko/article/ltreu2 Slicast ko 2026-10-13T15:40:01.000Z Oracle는 연간 최대 5,500만 달러의 전력 요금 크레딧을 제안했으며, Project Jupiter에서 Bloom Energy의 역할을 재확인했다. https://slicast.com/article/13uz0yk Slicast en 2026-10-13T15:32:00.000Z Amazon wants to pay $7 billion for a three-year-old AI startup whose technology makes AI run faster on both Nvidia's chips and Amazon's own chips. https://slicast.com/zh/article/13uz0yk Slicast zh-cn 2026-10-13T15:32:00.000Z 亚马逊有意以70亿美元收购一家成立三年的AI初创公司，该公司的技术可让AI在英伟达芯片和亚马逊自研芯片上运行得更快。 https://slicast.com/ko/article/13uz0yk Slicast ko 2026-10-13T15:32:00.000Z Amazon는 Nvidia 칩과 Amazon 자체 칩 모두에서 AI 구동 속도를 높이는 기술을 보유한 설립 3년 차 AI 스타트업을 70억 달러에 인수하려 하고 있다. https://slicast.com/article/1rj5gjg Slicast en 2026-10-13T15:30:00.000Z The Linux Foundation has launched OpenGrid, an initiative for power grid planning. https://slicast.com/zh/article/1rj5gjg Slicast zh-cn 2026-10-13T15:30:00.000Z Linux基金会推出用于电网规划的OpenGrid项目。 https://slicast.com/article/3kn84a Slicast en 2026-10-13T15:29:17.000Z Marvell has boosted the capacity and speed of its CXL-connected memory with AI workloads in mind. https://slicast.com/zh/article/3kn84a Slicast zh-cn 2026-10-13T15:29:17.000Z Marvell针对AI工作负载，提升了其基于CXL连接的内存的容量与速度。 https://slicast.com/article/1ovh065 Slicast en 2026-10-13T15:29:02.000Z Microsoft President Brad Smith urged global AI safety rules and said the UK is best placed to lead. https://slicast.com/zh/article/1ovh065 Slicast zh-cn 2026-10-13T15:29:02.000Z 微软总裁Brad Smith呼吁制定全球AI安全规则，并表示英国最有条件引领此事。 https://slicast.com/article/1hcam8t Slicast en 2026-10-13T15:27:39.000Z Character.ai has filed for bankruptcy and is seeking a buyer, with the platform set to shut down if none emerges, capping a fall from a $2.7 billion Google deal. https://slicast.com/zh/article/1hcam8t Slicast zh-cn 2026-10-13T15:27:39.000Z Character.ai已申请破产并寻找买家，若无人接盘平台将关闭，这标志着其从27亿美元的谷歌交易走向破产。 https://slicast.com/article/17i5hkh Slicast en 2026-10-13T15:27:05.000Z PG&E warned it could carry out more power shutoffs through Saturday as fire conditions keep threatening the California grid, potentially affecting more than two dozen counties. https://slicast.com/zh/article/17i5hkh Slicast zh-cn 2026-10-13T15:27:05.000Z PG&E警告，因火灾天气持续威胁加州电网，断电措施可能持续至周六，影响范围或涵盖二十多个县。 https://slicast.com/article/1at719 Slicast en 2026-10-13T15:23:40.000Z Data Center Chillers Market to Reach $2.81B by 2032 as AI and GPU Heat Loads Push Hyperscale Cooling Capacity https://slicast.com/zh/article/1at719 Slicast zh-cn 2026-10-13T15:23:40.000Z 数据中心冷水机组市场到2032年将达28.1亿美元,AI和GPU热负荷推动超大规模冷却能力提升 https://slicast.com/article/44wuc8 Slicast en 2026-10-13T15:23:29.000Z Scaleway plans GPU cluster deployments in Sweden and Copenhagen, announced at its AI-Pulse 2026 event. https://slicast.com/zh/article/44wuc8 Slicast zh-cn 2026-10-13T15:23:29.000Z Scaleway宣布计划在瑞典和哥本哈根部署GPU集群，此消息在其AI-Pulse 2026活动上发布。 https://slicast.com/article/xceq80 Slicast en 2026-10-13T15:22:28.000Z BNP Paribas raised its Alphabet price target to $450, citing its outlook on TPU. https://slicast.com/zh/article/xceq80 Slicast zh-cn 2026-10-13T15:22:28.000Z 法国巴黎银行基于对TPU业务的展望，将Alphabet目标价上调至450美元。 https://slicast.com/article/12wn19 Slicast en 2026-10-13T15:21:47.000Z Microchip Technology has expanded its networking and storage products to better support AI and HPC workloads. https://slicast.com/zh/article/12wn19 Slicast zh-cn 2026-10-13T15:21:47.000Z 微芯科技扩充了网络与存储产品组合，以更好支持AI及HPC工作负载。 https://slicast.com/article/1yap5ls Slicast en 2026-10-13T15:11:30.000Z VAST Data has deepened its partnership with DigitalOcean. https://slicast.com/zh/article/1yap5ls Slicast zh-cn 2026-10-13T15:11:30.000Z VAST Data与DigitalOcean深化合作。 https://slicast.com/article/9zurpg Slicast en 2026-10-13T15:06:34.000Z California's clean-energy grid handled climate-driven extreme heat, meeting its highest demand since 2022. https://slicast.com/zh/article/9zurpg Slicast zh-cn 2026-10-13T15:06:34.000Z 加州清洁能源电网在气候导致的极端高温中保持运行，满足了自2022年以来的最高用电需求。 https://slicast.com/article/ccn2tp Slicast en 2026-10-13T15:04:18.000Z News of a new memory design from China's CXMT hit shares of global memory rivals hard. https://slicast.com/zh/article/ccn2tp Slicast zh-cn 2026-10-13T15:04:18.000Z 中国长鑫存储（CXMT）推出新内存设计的消息，重创全球内存竞争对手的股价。 https://slicast.com/article/179m8ff Slicast en 2026-10-13T15:04:14.000Z SK hynix unveiled two technologies beyond HBM: MARS, which it says boosts speed by up to 5x, and HBF, whose capacity reaches 14 times that of HBM. https://slicast.com/zh/article/179m8ff Slicast zh-cn 2026-10-13T15:04:14.000Z SK海力士推出两项超越HBM的技术：MARS可将速度提升最高5倍，HBF的容量可达HBM的14倍。 https://slicast.com/article/19z5ld1 Slicast en 2026-10-13T15:03:32.000Z China's chip push is rattling Korea's market and growth hopes. https://slicast.com/zh/article/19z5ld1 Slicast zh-cn 2026-10-13T15:03:32.000Z 中国的芯片攻势正冲击韩国市场与增长预期。 https://slicast.com/article/peqtus Slicast en 2026-10-13T14:51:00.000Z National Compute Grid has launched a platform that pools idle AI compute capacity across multiple GPU providers. https://slicast.com/zh/article/peqtus Slicast zh-cn 2026-10-13T14:51:00.000Z National Compute Grid正式上线，旨在汇集多家供应商闲置的AI算力。 https://slicast.com/article/1vvc3fv Slicast en 2026-10-13T14:49:03.000Z Micron's HBM4 ramp-up is in focus as investors ask whether higher HBM4 pricing can lift the company's margins further. https://slicast.com/zh/article/1vvc3fv Slicast zh-cn 2026-10-13T14:49:03.000Z 美光（Micron）HBM4量产爬坡受到关注，市场在追问更高的HBM4价格能否进一步提升利润率。 https://slicast.com/article/1dtarb7 Slicast en 2026-10-13T14:48:59.000Z Nvidia's share of China's AI chip market has fallen to 34% as Huawei closes the gap. https://slicast.com/zh/article/1dtarb7 Slicast zh-cn 2026-10-13T14:48:59.000Z 英伟达在中国AI芯片市场的份额已降至34%，华为正在迅速缩小差距。 https://slicast.com/article/1dsl19q Slicast en 2026-10-13T14:37:27.000Z Kioxia has added liquid cooling to its CM9 SSDs so they can operate in hot rack environments. https://slicast.com/zh/article/1dsl19q Slicast zh-cn 2026-10-13T14:37:27.000Z 铠侠（Kioxia）为CM9 SSD固态硬盘增加液冷设计，使其能够在高温机架环境中运行。 https://slicast.com/article/t6mqwz Slicast en 2026-10-13T14:36:51.000Z Power Integrations (POWI) is targeting 800 VDC circuit breakers for AI data center power distribution. https://slicast.com/zh/article/t6mqwz Slicast zh-cn 2026-10-13T14:36:51.000Z Power Integrations（POWI）瞄准面向AI数据中心的800 VDC（800伏直流）断路器产品。 https://slicast.com/article/mm0p2e Slicast en 2026-10-13T14:35:00.000Z Navitas Semiconductor is seen benefiting from the redesign of AI data center power systems toward 800V architectures. https://slicast.com/zh/article/mm0p2e Slicast zh-cn 2026-10-13T14:35:00.000Z 纳微半导体（Navitas Semiconductor）有望受益于AI数据中心供电系统向800V架构的重新设计。 https://slicast.com/article/1m11u8r Slicast en 2026-10-13T14:32:20.000Z A new report claims Chinese AI companies may have bought as many as 1 million Nvidia GPUs this year. https://slicast.com/zh/article/1m11u8r Slicast zh-cn 2026-10-13T14:32:20.000Z 一份新报告称，中国AI企业今年可能购入了多达100万块英伟达GPU。 https://slicast.com/ko/article/1m11u8r Slicast ko 2026-10-13T14:32:20.000Z 새 보고서에 따르면 중국 AI 기업들이 올해 최대 100만 개의 Nvidia GPU를 구매했을 가능성이 있다. https://slicast.com/article/3lcdnf Slicast en 2026-10-13T14:31:09.000Z SK Hynix shares tumbled as Chinese memory rival CXMT closes the gap and doubts about AI spending resurfaced. https://slicast.com/zh/article/3lcdnf Slicast zh-cn 2026-10-13T14:31:09.000Z SK海力士股价大跌，中国存储厂商长鑫存储（CXMT）缩小差距，同时AI支出的疑虑再度浮现。 https://slicast.com/article/10t78a4 Slicast en 2026-10-13T14:20:49.000Z FERC approved Duke Energy Carolinas' large load transmission rules despite cost-shift concerns, with Commissioner David Rosner calling the protections 'meaningful, if imperfect, new protections'. https://slicast.com/zh/article/10t78a4 Slicast zh-cn 2026-10-13T14:20:49.000Z 美国联邦能源管理委员会（FERC）批准了Duke Energy Carolinas的大负荷输电规则，尽管存在成本转嫁担忧；委员David Rosner称其提供了'有意义但不完美的新保护'。 https://slicast.com/ko/article/10t78a4 Slicast ko 2026-10-13T14:20:49.000Z FERC, 듀크 에너지 캐롤라이나스의 대규모 부하 송전 규정을 비용 전가 우려에도 불구하고 승인했으며, David Rosner 위원은 이번 보호 조치를 "의미 있으나 완벽하지는 않은 새로운 보호 장치"라고 평가했다. https://slicast.com/article/1wpi5bp Slicast en 2026-10-13T14:20:45.000Z NVIDIA has detailed open designs for AI power, cooling and networking as AI factories scale from megawatts to gigawatts. https://slicast.com/zh/article/1wpi5bp Slicast zh-cn 2026-10-13T14:20:45.000Z 英伟达（NVIDIA）公布了AI供电、散热与网络的开放设计方案，因为AI工厂正从兆瓦级迈向吉瓦级。 https://slicast.com/article/1d9gmul Slicast en 2026-10-13T14:18:59.000Z Simple Mining bought the Sphere 3D cryptomine for $1.5m, closing on September 1, which grows its Iowa footprint to 160MW. https://slicast.com/zh/article/1d9gmul Slicast zh-cn 2026-10-13T14:18:59.000Z Simple Mining以150万美元收购Sphere 3D加密货币挖矿场，已于9月1日完成交易，使其在爱荷华州的规模增至160兆瓦（MW）。 https://slicast.com/article/1m5r1e5 Slicast en 2026-10-13T14:18:00.000Z Springfield's Planning and Zoning (P&Z) commission is considering data center agenda items. https://slicast.com/zh/article/1m5r1e5 Slicast zh-cn 2026-10-13T14:18:00.000Z Springfield规划与分区委员会（P&Z）正在审议数据中心相关议程事项。 https://slicast.com/article/1ck0lxt Slicast en 2026-10-13T14:16:41.000Z Global chipmakers are forging an R&D alliance against the rise of China's CXMT in memory. https://slicast.com/zh/article/1ck0lxt Slicast zh-cn 2026-10-13T14:16:41.000Z 全球芯片制造商正组建研发联盟，以应对中国长鑫存储（CXMT）在存储领域的崛起。 https://slicast.com/article/1rn8jb1 Slicast en 2026-10-13T14:11:50.000Z Bitdeer AI tops the Artificial Analysis price benchmark as the cheapest API provider for DeepSeek V4 Flash. https://slicast.com/zh/article/1rn8jb1 Slicast zh-cn 2026-10-13T14:11:50.000Z Bitdeer AI在Artificial Analysis价格基准测试中，位列深度求索（DeepSeek）V4 Flash应用程序接口（API）价格最低的供应商之首。 https://slicast.com/article/g8qtm5 Slicast en 2026-10-13T14:07:22.000Z LS Electric has won a $139 million order from Bloom Energy to supply equipment for a US data center. https://slicast.com/zh/article/g8qtm5 Slicast zh-cn 2026-10-13T14:07:22.000Z LS电气（LS Electric）获得Bloom Energy价值1.39亿美元的订单，为一座美国数据中心供货。 https://slicast.com/article/th6ti2 Slicast en 2026-10-13T14:07:00.000Z Kalkine Media examines Cameco (TSX:CCO) in the context of a Korea nuclear framework and its relevance to AI power demand. https://slicast.com/zh/article/th6ti2 Slicast zh-cn 2026-10-13T14:07:00.000Z Kalkine Media分析卡梅科（Cameco，TSX:CCO）与韩国核能框架的关系，及其对AI电力需求的意义。 https://slicast.com/article/1l6n0xt Slicast en 2026-10-13T14:03:59.000Z IREN shares fell 5% as a report of an Anthropic cloud contract remained unconfirmed, shaking investor confidence. https://slicast.com/zh/article/1l6n0xt Slicast zh-cn 2026-10-13T14:03:59.000Z IREN股价下跌5%，原因是关于Anthropic云服务合同的报道仍未获证实，打击了投资者信心。 https://slicast.com/ko/article/1l6n0xt Slicast ko 2026-10-13T14:03:59.000Z IREN 주가는 Anthropic과의 클라우드 계약 관련 보도가 확인되지 않은 채 남아 있다는 소식에 5% 하락했으며, 이는 투자자 신뢰를 흔들었다. https://slicast.com/article/1ao1tjz Slicast en 2026-10-13T14:00:00.000Z WATTER has launched a distributed AI infrastructure platform for hotels, starting with the Hyatt Regency Dallas. https://slicast.com/zh/article/1ao1tjz Slicast zh-cn 2026-10-13T14:00:00.000Z WATTER推出面向酒店的分布式AI基础设施平台，首个落地项目为Hyatt Regency Dallas酒店。 https://slicast.com/article/5zye8p Slicast en 2026-10-13T14:00:00.000Z WATTER Launches Distributed AI Infrastructure Platform for Hotels, Starting with Hyatt Regency Dallas https://slicast.com/zh/article/5zye8p Slicast zh-cn 2026-10-13T14:00:00.000Z WATTER推出面向酒店的分布式AI基础设施平台,首个落地项目为达拉斯凯悦リージェンシー酒店 https://slicast.com/article/1pkucvk Slicast en 2026-10-13T13:45:23.000Z Supermicro has expanded its integrated Open Compute Project portfolio to speed rack-scale AI data center deployments. https://slicast.com/zh/article/1pkucvk Slicast zh-cn 2026-10-13T13:45:23.000Z 超微电脑（Supermicro）扩展了集成式开放计算项目（OCP）产品组合，以加快机架级AI数据中心的部署。 https://slicast.com/article/1tv9b8v Slicast en 2026-10-13T13:43:15.000Z FERC has rejected most of PJM's data center plan, while the $29.4 billion question of who pays remains open. https://slicast.com/zh/article/1tv9b8v Slicast zh-cn 2026-10-13T13:43:15.000Z FERC驳回了PJM大部分的数据中心方案，而这294亿美元由谁承担的问题仍悬而未决。 https://slicast.com/article/72y2zr Slicast en 2026-10-13T13:40:00.000Z Residents in Spokane rallied against AI data centers over concerns about water use and power demand. https://slicast.com/zh/article/72y2zr Slicast zh-cn 2026-10-13T13:40:00.000Z 斯波坎居民集会反对人工智能数据中心，理由是用水和用电问题。 https://slicast.com/article/16g8rqm Slicast en 2026-10-13T13:35:17.000Z Applied Materials and Intel have joined forces to advance AI chipmaking. https://slicast.com/zh/article/16g8rqm Slicast zh-cn 2026-10-13T13:35:17.000Z 应用材料与英特尔联手推进人工智能芯片制造。 https://slicast.com/article/178cqfl Slicast en 2026-10-13T13:30:48.000Z FERC approved PJM's request to create a data center database and rejected a separate request to curtail power to data centers during periods of grid stress. https://slicast.com/zh/article/178cqfl Slicast zh-cn 2026-10-13T13:30:48.000Z FERC批准了PJM设立数据中心数据库的请求，同时驳回了另一项在电网紧张时期对数据中心限电的请求。 https://slicast.com/article/1kf670v Slicast en 2026-10-13T13:30:00.000Z Microsoft plans a multi-gigawatt rollout of next-generation Azure Maia AI accelerator racks, with a 96-chip configuration promising seven times its predecessor's token throughput and production deploy https://slicast.com/zh/article/1kf670v Slicast zh-cn 2026-10-13T13:30:00.000Z 微软计划以多吉瓦规模部署下一代Azure Maia人工智能加速器机架，其96芯片配置承诺词元吞吐量为前代的七倍，量产部署定于2027年。 https://slicast.com/ko/article/1kf670v Slicast ko 2026-10-13T13:30:00.000Z Microsoft는 차세대 Azure Maia AI 가속기 랙을 수 기가와트 규모로 도입할 계획이다. 96개 칩으로 구성된 이 제품은 전작 대비 토큰 처리량을 7배 높일 것으로 예상되며, 실제 운영 배포는 2027년으로 예정되어 있다. https://slicast.com/article/39q7pe Slicast en 2026-10-13T13:22:11.000Z Legrand will integrate the Karman AI platform into its data center PDUs and power shelves, the first deal since Karman's rebrand. https://slicast.com/zh/article/39q7pe Slicast zh-cn 2026-10-13T13:22:11.000Z 莱格朗将把Karman人工智能平台集成到其数据中心PDU电源分配单元和电源机架中，这是Karman更名后的首单合作。 https://slicast.com/article/cn3as6 Slicast en 2026-10-13T13:22:00.000Z Credo has expanded its AI connectivity portfolio with the 1.6T ZeroFlap ALC. https://slicast.com/zh/article/cn3as6 Slicast zh-cn 2026-10-13T13:22:00.000Z Credo扩充了其人工智能连接产品组合，推出1.6T ZeroFlap ALC。 https://slicast.com/article/1o6xb9s Slicast en 2026-10-13T13:20:34.000Z Naver Cloud and FPT have partnered to accelerate development and deployment of AI data centers across Asia Pacific. https://slicast.com/zh/article/1o6xb9s Slicast zh-cn 2026-10-13T13:20:34.000Z Naver Cloud与FPT达成合作，加速在亚太地区建设和部署人工智能数据中心。 https://slicast.com/article/106lrzm Slicast en 2026-10-13T13:15:52.000Z Cipher Digital shares fell 14% after it announced an $850M convertible note offering and share exchange, while Applied Digital dropped 5%. https://slicast.com/zh/article/106lrzm Slicast zh-cn 2026-10-13T13:15:52.000Z Cipher Digital宣布发行8.5亿美元可转换票据并进行股份置换，股价下跌14%，Applied Digital股价下跌5%。 https://slicast.com/article/1oh5p9m Slicast en 2026-10-13T13:13:41.000Z Micron was upgraded to Buy on improved HBM pricing after a 10% stock dip, with 20% upside potential. https://slicast.com/zh/article/1oh5p9m Slicast zh-cn 2026-10-13T13:13:41.000Z 美光科技因高带宽内存（HBM）定价改善且股价回调10%，被上调为买入评级，并给出20%的上涨空间。 https://slicast.com/article/fq0h5m Slicast en 2026-10-13T13:12:00.000Z Micron shares fell 5% as Chinese memory maker CXMT targets server memory, with SanDisk down 4%. https://slicast.com/zh/article/fq0h5m Slicast zh-cn 2026-10-13T13:12:00.000Z 美光科技股价下跌5%，因中国存储芯片厂商长鑫存储（CXMT）瞄准服务器内存市场，闪迪股价下跌4%。 https://slicast.com/article/vkzx1w Slicast en 2026-10-13T13:11:09.000Z The IMF says AI investment is bolstering global growth. https://slicast.com/zh/article/vkzx1w Slicast zh-cn 2026-10-13T13:11:09.000Z 国际货币基金组织（IMF）表示，人工智能投资正在支撑全球增长。 https://slicast.com/article/1pq1i0b Slicast en 2026-10-13T13:09:48.000Z Japan's data center growth is diversifying beyond Tokyo and Osaka. https://slicast.com/zh/article/1pq1i0b Slicast zh-cn 2026-10-13T13:09:48.000Z 日本数据中心增长正从东京和大阪之外的地区扩散。 https://slicast.com/article/5e4he9 Slicast en 2026-10-13T13:09:46.000Z Broadcom sees $230B in AI revenue by 2028, driven by customers including OpenAI and Anthropic, though an analyst says some risks remain unresolved. https://slicast.com/zh/article/5e4he9 Slicast zh-cn 2026-10-13T13:09:46.000Z 博通预计2028年人工智能收入将达2300亿美元，主要由OpenAI和Anthropic等客户驱动；一位分析师表示部分风险仍未解决。 https://slicast.com/ko/article/5e4he9 Slicast ko 2026-10-13T13:09:46.000Z Broadcom, OpenAI, Anthropic 등 고객사에 힘입어 2028년까지 AI 매출 2,300억 달러를 기록할 것으로 전망된다. 다만 한 애널리스트는 일부 리스크가 여전히 해결되지 않았다고 지적했다. https://slicast.com/article/1umu1wg Slicast en 2026-10-13T13:07:13.000Z Foreign investors sold 4.53 trillion won of Kospi stocks as CXMT's next-generation DRAM plan sparked fears of a semiconductor slump. https://slicast.com/zh/article/1umu1wg Slicast zh-cn 2026-10-13T13:07:13.000Z 外国投资者抛售4.53万亿韩元的Kospi股票，因长鑫存储（CXMT）的下一代内存产品计划引发半导体行业低迷担忧。 https://slicast.com/article/bmbdxh Slicast en 2026-10-13T13:05:00.000Z Supermicro Expands Integrated Open Compute Project Portfolio to Accelerate Rack-Scale AI Data Center Deployments https://slicast.com/zh/article/bmbdxh Slicast zh-cn 2026-10-13T13:05:00.000Z Supermicro扩展集成开放计算项目(OCP)产品组合,加速机架级AI数据中心部署 https://slicast.com/article/r1smt Slicast en 2026-10-13T13:01:06.000Z Microscan plans a Rs 3.5bn subsea cable landing station in Alibaug, India, and is in talks with companies looking to land cables in the area. https://slicast.com/zh/article/r1smt Slicast zh-cn 2026-10-13T13:01:06.000Z Microscan计划在印度Alibaug建设一座投资35亿卢比的海底光缆登陆站，并正与有意在该地区登陆光缆的公司洽谈。 https://slicast.com/article/1pmv2qk Slicast en 2026-10-13T13:00:40.000Z Cisco and NVIDIA have announced a new USFP pluggable optics form factor for 400G SerDes lanes, and Cisco has also introduced new Silicon One offerings. https://slicast.com/zh/article/1pmv2qk Slicast zh-cn 2026-10-13T13:00:40.000Z 思科与英伟达宣布推出用于400G SerDes通道的新型USFP可插拔光模块规格，思科还推出了新的Silicon One产品。 https://slicast.com/article/1n82h5a Slicast en 2026-10-13T13:00:31.000Z Kospi briefly broke below 6,000 as the chip rout deepened. https://slicast.com/zh/article/1n82h5a Slicast zh-cn 2026-10-13T13:00:31.000Z 随着芯片股抛售加剧，Kospi指数一度跌破6000点。 https://slicast.com/article/193fvit Slicast en 2026-10-13T13:00:03.000Z Microsoft unveiled Maia 300, its third-generation AI chip, as Maia 200 goes live to power Copilot. https://slicast.com/zh/article/193fvit Slicast zh-cn 2026-10-13T13:00:03.000Z 微软发布第三代人工智能芯片Maia 300，同时Maia 200已正式上线，为Copilot提供算力支持。 https://slicast.com/article/w65w51 Slicast en 2026-10-13T13:00:00.000Z An Ohio data-center study projects $16 billion in electricity costs and explains the assumptions behind that estimate. https://slicast.com/zh/article/w65w51 Slicast zh-cn 2026-10-13T13:00:00.000Z 俄亥俄州一项数据中心研究预计电力成本将达160亿美元，并说明了该估算所依据的假设。 https://slicast.com/article/1dw4br0 Slicast en 2026-10-13T12:58:24.000Z U.S. export restrictions have driven Nvidia's share of China's AI chip market down to 34%, with Huawei closing in. https://slicast.com/zh/article/1dw4br0 Slicast zh-cn 2026-10-13T12:58:24.000Z 美国出口限制使英伟达在中国人工智能芯片市场的份额降至34%，华为正在迎头赶上。 https://slicast.com/article/i742l6 Slicast en 2026-10-13T12:58:14.000Z Marvell targets $30 billion in custom silicon revenue by FY2031. https://slicast.com/zh/article/i742l6 Slicast zh-cn 2026-10-13T12:58:14.000Z 美满电子（Marvell）目标在2031财年实现300亿美元的定制芯片收入。 https://slicast.com/article/1i7w86u Slicast en 2026-10-13T12:20:00.000Z Adani Enterprises, Jabil Sign MoU for 50:50 Data Center Hardware Joint Venture https://slicast.com/zh/article/1i7w86u Slicast zh-cn 2026-10-13T12:20:00.000Z Adani Enterprises与Jabil签署谅解备忘录,拟成立50:50的数据中心硬件合资公司 https://slicast.com/article/punfeq Slicast en 2026-10-13T12:07:46.000Z Global chip stocks sold off after China's CXMT claimed a denser memory chip design, with Korean and US memory names falling sharply. https://slicast.com/zh/article/punfeq Slicast zh-cn 2026-10-13T12:07:46.000Z 全球芯片股下跌，此前中国CXMT宣称推出了更高密度的存储芯片设计，韩国及美国存储类股大幅下挫。 https://slicast.com/ko/article/punfeq Slicast ko 2026-10-13T12:07:46.000Z 글로벌 반도체 주식이 중국 CXMT가 더 높은 집적도의 메모리 칩 설계를 발표했다고 주장한 이후 급락했으며, 한국과 미국의 메모리 관련 종목이 크게 하락했다. https://slicast.com/article/1kwcoes Slicast en 2026-10-13T12:00:49.000Z All Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark https://slicast.com/zh/article/1kwcoes Slicast zh-cn 2026-10-13T12:00:49.000Z 一切就绪:全球PC应用生态已准备好迎接NVIDIA RTX Spark https://slicast.com/article/1vf60op Slicast en 2026-10-13T11:53:37.000Z TeraWulf is shifting from bitcoin mining to AI data center leasing, backed by $27 billion in long-term contracts. https://slicast.com/zh/article/1vf60op Slicast zh-cn 2026-10-13T11:53:37.000Z TeraWulf 正从比特币挖矿转向 AI 数据中心租赁业务，背后有 270 亿美元的长期合同支撑。 https://slicast.com/ko/article/1vf60op Slicast ko 2026-10-13T11:53:37.000Z TeraWulf는 비트코인 채굴에서 AI 데이터센터 임대 사업으로 전환하고 있으며, 270억 달러 규모의 장기 계약이 이를 뒷받침하고 있습니다. https://slicast.com/article/c4hyk3 Slicast en 2026-10-13T11:39:13.000Z Microsoft announced Maia 300, its next-generation custom AI chip, as part of a multi-gigawatt scale rollout beginning in 2027. https://slicast.com/zh/article/c4hyk3 Slicast zh-cn 2026-10-13T11:39:13.000Z 微软宣布推出新一代定制AI芯片Maia 300,作为多吉瓦(multi-gigawatt)规模部署的一部分,将于2027年开始推进。 https://slicast.com/ko/article/c4hyk3 Slicast ko 2026-10-13T11:39:13.000Z Microsoft는 2027년부터 시작되는 multi-gigawatt 규모의 구축 계획의 일환으로 차세대 맞춤형 AI 칩인 Maia 300을 발표했다. https://slicast.com/article/1mb0hsq Slicast en 2026-10-13T11:01:36.000Z NTT is reportedly building a $6.3bn data center in Japan for Anthropic, with talks in the 'final stages' according to sources. https://slicast.com/zh/article/1mb0hsq Slicast zh-cn 2026-10-13T11:01:36.000Z 据报道,NTT 正在日本为 Anthropic 建设一座价值 63 亿美元的数据中心,消息人士称相关谈判已进入"最后阶段"。 https://slicast.com/ko/article/1mb0hsq Slicast ko 2026-10-13T11:01:36.000Z NTT가 Anthropic을 위해 일본에 63억 달러 규모의 데이터센터를 건설하는 방안을 추진 중이라고 보도됐으며, 소식통에 따르면 협상은 '최종 단계'에 있다. https://slicast.com/article/j20jqr Slicast en 2026-10-13T11:00:00.000Z CXMT's president says the company's first 4F² DRAM product will be a server DDR5 RDIMM, expected by the end of 2026, which triggered a global chip-stock selloff. https://slicast.com/zh/article/j20jqr Slicast zh-cn 2026-10-13T11:00:00.000Z CXMT总裁表示,该公司首款4F² DRAM产品将是服务器用DDR5 RDIMM,预计于2026年底推出,此消息引发全球芯片股抛售。 https://slicast.com/ko/article/j20jqr Slicast ko 2026-10-13T11:00:00.000Z CXMT의 사장은 회사의 첫 4F² DRAM 제품이 2026년 말까지 출시될 서버용 DDR5 RDIMM이 될 것이라고 밝혔으며, 이 발언으로 글로벌 반도체 주가가 급락했다. https://slicast.com/article/1rkzz68 Slicast en 2026-10-13T10:51:39.000Z APAC Sustainable Data Center Market Size & Share - Industry https://slicast.com/zh/article/1rkzz68 Slicast zh-cn 2026-10-13T10:51:39.000Z 亚太地区可持续数据中心市场规模与份额——行业报告 https://slicast.com/article/ywcaoh Slicast en 2026-10-13T05:00:31.000Z NVIDIA Announces New Investments in France’s Startups https://slicast.com/zh/article/ywcaoh Slicast zh-cn 2026-10-13T05:00:31.000Z NVIDIA宣布在法国初创企业中新增投资 https://slicast.com/article/11lg452 Slicast en 2026-10-12T22:20:00.000Z Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications https://slicast.com/zh/article/11lg452 Slicast zh-cn 2026-10-12T22:20:00.000Z Credo推出短距微型发射器光学器件(SRMO)标准化方案,面向AI数据中心的纵向扩展与横向扩展应用 https://slicast.com/article/1xurg6w Slicast en 2026-10-12T21:11:00.000Z Mission Critical News: October 12, 2026 https://slicast.com/zh/article/1xurg6w Slicast zh-cn 2026-10-12T21:11:00.000Z Anthropic 在德克萨斯 Cedar Creek 申请 $3.66 亿新建数据中心;自建与外包双轨策略浮现 https://slicast.com/ko/article/1xurg6w Slicast ko 2026-10-12T21:11:00.000Z Mission Critical News: 2026년 10월 12일 https://slicast.com/article/pgso6p Slicast en 2026-10-12T21:10:00.000Z India roundup: AI data center buildout accelerates as semiconductor push continues to broaden https://slicast.com/zh/article/pgso6p Slicast zh-cn 2026-10-12T21:10:00.000Z 印度 AI 数据中心冲向 2GW 但遭遇电力密度代差;AM Intelligence 追加 2 万颗 NVIDIA Rubin GPU https://slicast.com/ko/article/pgso6p Slicast ko 2026-10-12T21:10:00.000Z 인도 동향 요약: 반도체 확대 움직임이 넓어지면서 AI 데이터센터 구축이 가속화 https://slicast.com/article/c74fhq Slicast en 2026-10-12T21:09:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-12T21:09:00.000Z 超大规模厂商 2026 年 AI Capex 合计约 $6,900-7,300 亿:Amazon $2,200 亿领跑,五家合计创历史新高 https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-12T21:09:00.000Z 2026년 AI 설비투자: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/17zrrtm Slicast en 2026-10-12T21:08:00.000Z Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn https://slicast.com/zh/article/17zrrtm Slicast zh-cn 2026-10-12T21:08:00.000Z Meta Hyperion Louisiana 超级园区扩至 5GW/$500 亿以上,跻身史上最大数据中心行列 https://slicast.com/ko/article/17zrrtm Slicast ko 2026-10-12T21:08:00.000Z Meta, 루이지애나주 리치랜드 패리시 데이터센터 캠퍼스를 5GW 및 500억 달러 규모로 확장 https://slicast.com/article/me67cr Slicast en 2026-10-12T21:07:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-10-12T21:07:00.000Z NVIDIA 确认为 OpenAI 俄亥俄 10GW 园区提供约 $1,050 亿融资;SoftBank SB Energy 操盘,规模或超 $5,000 亿 https://slicast.com/ko/article/me67cr Slicast ko 2026-10-12T21:07:00.000Z 엔비디아, 오하이오 OpenAI 데이터센터에 1,050억 달러 규모 금융 지원 https://slicast.com/article/rl1d9f Slicast en 2026-10-12T21:05:00.000Z HBM4 Memory Hits 80% Yield, Powers Nvidia Rubin [2026] https://slicast.com/zh/article/rl1d9f Slicast zh-cn 2026-10-12T21:05:00.000Z NVIDIA Vera Rubin 确认主力配置 12 层 HBM4;SK hynix 占约 60-70% 供货份额,TSMC CoWoS 满载至 2027 年中 https://slicast.com/ko/article/rl1d9f Slicast ko 2026-10-12T21:05:00.000Z HBM4 메모리, 수율 80% 달성…엔비디아 루빈에 탑재 https://slicast.com/article/g8con3 Slicast en 2026-10-12T21:03:00.000Z Nscale's IPO will test Wall Street's appetite for concentrated AI bets once again https://slicast.com/zh/article/g8con3 Slicast zh-cn 2026-10-12T21:03:00.000Z Nscale NYSE IPO 后天定价:目标估值 $350 亿,合同账本 $1,030 亿,审计师曾发出"持续经营"警告 https://slicast.com/ko/article/g8con3 Slicast ko 2026-10-12T21:03:00.000Z Nscale의 IPO는 월가의 집중형 AI 투자 수요를 다시 한번 시험하게 될 것이다 https://slicast.com/article/yjn4t1 Slicast en 2026-10-12T21:01:00.000Z Nvidia-Backed Neoclouds Face a Test as IREN, CoreWeave and Nebius Stocks Slide https://slicast.com/zh/article/yjn4t1 Slicast zh-cn 2026-10-12T21:01:00.000Z Firmus 撤 $50 亿 IPO 引爆 Neocloud 信心危机,Nebius、CoreWeave 持续承压 https://slicast.com/ko/article/yjn4t1 Slicast ko 2026-10-12T21:01:00.000Z 엔비디아 투자 네오클라우드, IREN·CoreWeave·Nebius 주가 하락으로 시험대에 올라 https://slicast.com/brief/2026-10-13 Slicast en 2026-10-12T20:07:34.499Z Latest AI Infrastructure News: October 13, 2026 https://slicast.com/zh/brief/2026-10-13 Slicast zh-cn 2026-10-12T20:07:34.499Z AI 基础设施新闻早报 · 2026年10月13日 https://slicast.com/ko/brief/2026-10-13 Slicast ko 2026-10-12T20:07:34.499Z 최신 AI 인프라 뉴스 · 2026년 10월 13일 https://slicast.com/article/w5s0a8 Slicast en 2026-10-12T19:48:14.000Z Intel's Crescent Island AI inference accelerator will ship as the GPU D-Series family, promising 1.3 PFLOPS of FP8 compute and up to 480 GB of memory. https://slicast.com/zh/article/w5s0a8 Slicast zh-cn 2026-10-12T19:48:14.000Z 英特尔的Crescent Island AI推理加速器将以GPU D-Series产品系列上市，承诺提供1.3 PFLOPS的FP8算力以及高达480 GB的显存。 https://slicast.com/ko/article/w5s0a8 Slicast ko 2026-10-12T19:48:14.000Z Intel의 Crescent Island AI 추론 가속기는 GPU D-Series 제품군으로 출시되며, FP8 연산 성능 1.3 PFLOPS와 최대 480 GB 메모리를 제공할 예정이다. https://slicast.com/article/37t232 Slicast en 2026-10-12T19:31:53.000Z TeraWulf has scheduled its Q3 FY26 results earnings call for November 6. https://slicast.com/zh/article/37t232 Slicast zh-cn 2026-10-12T19:31:53.000Z TeraWulf已安排在11月6日召开Q3 FY26财报电话会议。 https://slicast.com/ko/article/37t232 Slicast ko 2026-10-12T19:31:53.000Z TeraWulf는 11월 6일로 FY26 3분기(Q3) 실적 발표 콘퍼런스 콜을 예정해 두었다. https://slicast.com/article/djscmz Slicast en 2026-10-12T19:29:14.000Z NVIDIA and Cisco introduced a new pluggable optics form factor designed to scale AI factories within the same network footprint while reducing networking's share of the power budget. https://slicast.com/zh/article/djscmz Slicast zh-cn 2026-10-12T19:29:14.000Z 英伟达与思科推出了一种新的可插拔光模块外形规格，旨在在相同网络占地内扩展AI工厂规模，同时降低网络在功耗预算中的占比。 https://slicast.com/ko/article/djscmz Slicast ko 2026-10-12T19:29:14.000Z NVIDIA와 Cisco는 동일한 네트워크 면적 내에서 AI 팩토리를 확장하고, 네트워킹이 전체 전력 예산에서 차지하는 비중을 낮추도록 설계된 새로운 플러그형 광학 폼팩터를 발표했다. https://slicast.com/article/w203nr Slicast en 2026-10-12T19:28:56.000Z AMD expanded its open AI infrastructure portfolio with the Helion rack design, which pairs open hardware and software with an integrated token router that directs agents' model calls across frontier a https://slicast.com/zh/article/w203nr Slicast zh-cn 2026-10-12T19:28:56.000Z AMD扩展了其开放式AI基础设施产品组合，推出Helion机架设计，将开放硬件与软件相结合，并内置令牌路由器，可将智能体的模型调用定向分配至前沿模型和开源模型。 https://slicast.com/ko/article/w203nr Slicast ko 2026-10-12T19:28:56.000Z AMD는 Helion 랙 설계를 통해 개방형 AI 인프라 포트폴리오를 확장했다. 이 설계는 개방형 하드웨어와 소프트웨어를 결합하고, 에이전트의 모델 호출을 프론티어 모델과 오픈소스 모델 전반에 걸쳐 배분하는 통합 토큰 라우터를 갖췄다. https://slicast.com/article/hwxxd1 Slicast en 2026-10-12T19:24:42.000Z Amazon is reportedly in talks to acquire AI startup Decart for around $7 billion. https://slicast.com/zh/article/hwxxd1 Slicast zh-cn 2026-10-12T19:24:42.000Z 据报道，亚马逊正就以约70亿美元收购AI初创公司Decart进行洽谈。 https://slicast.com/ko/article/hwxxd1 Slicast ko 2026-10-12T19:24:42.000Z Amazon, AI 스타트업 Decart 인수를 위해 약 70억 달러 규모의 협상을 진행 중인 것으로 전해졌다. https://slicast.com/article/v075hu Slicast en 2026-10-12T19:21:09.000Z d-Matrix unveiled Squadron multi-rack AI inference clusters, extending its inference hardware from single chips to full multi-rack systems. https://slicast.com/zh/article/v075hu Slicast zh-cn 2026-10-12T19:21:09.000Z d-Matrix推出了Squadron多机架AI推理集群，将其推理硬件从单芯片扩展到完整的多机架系统。 https://slicast.com/ko/article/v075hu Slicast ko 2026-10-12T19:21:09.000Z d-Matrix, Squadron 멀티랙 AI 추론 클러스터를 공개하며 단일 칩 중심이던 추론 하드웨어를 완전한 멀티랙 시스템으로 확장했다. https://slicast.com/article/gjpbeg Slicast en 2026-10-12T19:21:03.000Z Applied Materials shares slipped 1.5% as investors weigh when its Intel partnership will pay off in manufacturing. https://slicast.com/zh/article/gjpbeg Slicast zh-cn 2026-10-12T19:21:03.000Z 应用材料股价下跌1.5%，投资者在权衡其与英特尔的合作何时能在制造端见到回报。 https://slicast.com/ko/article/gjpbeg Slicast ko 2026-10-12T19:21:03.000Z Applied Materials 주가는 투자자들이 Intel과의 파트너십이 제조 부문에서 언제 성과를 낼지 가늠하는 가운데 1.5% 하락했다. https://slicast.com/article/nsmj4x Slicast en 2026-10-12T19:17:00.000Z Digital Realty is offering payments to households in De Soto while it seeks tax increment financing (TIF) for a $7.5 billion data center. https://slicast.com/zh/article/nsmj4x Slicast zh-cn 2026-10-12T19:17:00.000Z Digital Realty正在为De Soto的居民提供补偿款，同时为一个价值75亿美元的数据中心申请税收增额融资。 https://slicast.com/ko/article/nsmj4x Slicast ko 2026-10-12T19:17:00.000Z Digital Realty는 75억 달러 규모의 데이터센터에 대해 세금증분금융(TIF)을 신청하는 한편, De Soto의 주민들에게 금전을 지급하고 있다. https://slicast.com/article/19760oz Slicast en 2026-10-12T19:13:27.000Z Micas Networks unveiled three 102.4T open Ethernet platforms built on Tomahawk 6 for AI factories: 800G air-cooled, 1.6T liquid-cooled, and 1.6T Davisson co-packaged optics (CPO) systems. https://slicast.com/zh/article/19760oz Slicast zh-cn 2026-10-12T19:13:27.000Z Micas Networks推出三款基于Tomahawk 6的102.4T开放式以太网平台，面向AI工厂，包括800G风冷、1.6T液冷以及1.6T Davisson共封装光学（CPO）系统。 https://slicast.com/ko/article/19760oz Slicast ko 2026-10-12T19:13:27.000Z Micas Networks가 AI 팩토리를 위한 Tomahawk 6 기반 102.4T 오픈 이더넷 플랫폼 3종을 공개했다. 여기에는 800G 공랭식, 1.6T 수랭식, 1.6T Davisson 공동 패키지 광학(CPO) 시스템이 포함된다. https://slicast.com/article/kqq4h7 Slicast en 2026-10-12T19:02:08.000Z Bitcoin miners face widening AI financing costs as lenders scrutinize their data-center deals. https://slicast.com/zh/article/kqq4h7 Slicast zh-cn 2026-10-12T19:02:08.000Z 比特币矿企的AI融资成本正在扩大，放贷机构对其数据中心交易的审查日趋严格。 https://slicast.com/ko/article/kqq4h7 Slicast ko 2026-10-12T19:02:08.000Z 비트코인 채굴 기업들이 데이터센터 거래에 대한 대출 기관의 면밀한 검토를 받으면서 AI 관련 자금 조달 비용이 확대되고 있다. https://slicast.com/article/1navv35 Slicast en 2026-10-12T19:00:00.000Z d-Matrix Announces Squadron Compute Clusters for AI Inference at Data Center Scale https://slicast.com/zh/article/1navv35 Slicast zh-cn 2026-10-12T19:00:00.000Z d-Matrix推出Squadron计算集群,面向数据中心规模的AI推理 https://slicast.com/article/1fgpca4 Slicast en 2026-10-12T18:59:35.000Z Data Center Frontier's Land & Expand report finds North America's data-center pipeline still growing, though under mounting pressure. https://slicast.com/zh/article/1fgpca4 Slicast zh-cn 2026-10-12T18:59:35.000Z Data Center Frontier的Land & Expand报告显示，北美数据中心项目管线仍在扩张，但面临日益增大的压力。 https://slicast.com/ko/article/1fgpca4 Slicast ko 2026-10-12T18:59:35.000Z Data Center Frontier의 Land & Expand 보고서에 따르면, 북미의 데이터센터 파이프라인은 여전히 성장하고 있으나 그 압박은 점점 커지고 있다. https://slicast.com/article/cs03yd Slicast en 2026-10-12T18:49:53.000Z Microsoft plans to deploy its in-house Maia 300 AI chip next year, targeting a 40% increase in token output per megawatt and reduced reliance on Nvidia GPUs. https://slicast.com/zh/article/cs03yd Slicast zh-cn 2026-10-12T18:49:53.000Z 微软计划明年部署其自研AI芯片Maia 300，目标是将每兆瓦token产出提升40%，并降低对英伟达GPU的依赖。 https://slicast.com/ko/article/cs03yd Slicast ko 2026-10-12T18:49:53.000Z Microsoft는 내년에 자체 개발한 Maia 300 AI 칩을 배치할 계획이며, 메가와트당 토큰 출력을 40% 늘리고 Nvidia GPU 의존도를 낮추는 것을 목표로 하고 있다. https://slicast.com/article/1amm0o6 Slicast en 2026-10-12T18:35:25.000Z Broadcom's CEO warns that the main constraint on the AI buildout is shifting to a new bottleneck. https://slicast.com/zh/article/1amm0o6 Slicast zh-cn 2026-10-12T18:35:25.000Z 博通CEO警告称，AI基础设施建设的主要制约因素正在转移到新的瓶颈上。 https://slicast.com/ko/article/1amm0o6 Slicast ko 2026-10-12T18:35:25.000Z Broadcom의 CEO는 AI 인프라 구축의 주요 제약 요인이 새로운 병목 지점으로 이동하고 있다고 경고했다. https://slicast.com/article/1qknnpb Slicast en 2026-10-12T18:28:00.000Z Frore says its diamond-based AI coolers cut temperatures by 22°C for Nvidia Rubin chips rated at 2,300W. https://slicast.com/zh/article/1qknnpb Slicast zh-cn 2026-10-12T18:28:00.000Z Frore称其采用金刚石材料的AI冷却器可将2,300W的英伟达Rubin芯片温度降低22°C。 https://slicast.com/ko/article/1qknnpb Slicast ko 2026-10-12T18:28:00.000Z Frore는 자사의 다이아몬드 기반 AI 냉각장치가 2,300W 등급의 Nvidia Rubin 칩에서 온도를 22°C 낮출 수 있다고 밝혔다. https://slicast.com/article/dty9s3 Slicast en 2026-10-12T18:25:00.000Z China's CXMT will launch 4F² server DRAM this year, and Micron, Samsung and SK Hynix shares slid on the news. https://slicast.com/zh/article/dty9s3 Slicast zh-cn 2026-10-12T18:25:00.000Z 长鑫存储（CXMT）今年将推出4F²服务器DRAM，美光、三星和SK海力士股价随之下跌。 https://slicast.com/ko/article/dty9s3 Slicast ko 2026-10-12T18:25:00.000Z CXMT가 올해 4F² 서버 DRAM을 출시할 예정이며, 이 소식에 마이크론, 삼성전자, SK하이닉스 주가가 하락했다. https://slicast.com/article/lafzpk Slicast en 2026-10-12T18:22:30.000Z OpenAI revenue is cited at $50 billion, even as AI stocks fell in October. https://slicast.com/zh/article/lafzpk Slicast zh-cn 2026-10-12T18:22:30.000Z 据报道OpenAI营收为500亿美元，但10月AI股票却出现下跌。 https://slicast.com/ko/article/lafzpk Slicast ko 2026-10-12T18:22:30.000Z OpenAI의 매출은 500억 달러로 언급되고 있으며, 10월에 AI 관련 주가는 하락했다. https://slicast.com/article/thmbs9 Slicast en 2026-10-12T18:08:38.000Z Bitcoin miners face a $50 billion funding gap to upgrade their facilities. https://slicast.com/zh/article/thmbs9 Slicast zh-cn 2026-10-12T18:08:38.000Z 比特币矿企面临500亿美元的资金缺口，用于升级其设施。 https://slicast.com/ko/article/thmbs9 Slicast ko 2026-10-12T18:08:38.000Z 비트코인 채굴 기업들은 설비 업그레이드를 위해 500억 달러 규모의 자금 격차에 직면해 있다. https://slicast.com/article/1c8nny0 Slicast en 2026-10-12T18:05:00.000Z IREN shares rebounded on a reported Anthropic deal, even as Microsoft unveiled its Maia 300 AI chip. https://slicast.com/zh/article/1c8nny0 Slicast zh-cn 2026-10-12T18:05:00.000Z IREN股价在据报道与Anthropic达成交易的消息后反弹，同时微软推出了Maia 300 AI芯片。 https://slicast.com/ko/article/1c8nny0 Slicast ko 2026-10-12T18:05:00.000Z IREN 주가는 Anthropic과의 계약 보도에 힘입어 반등했으며, 같은 시기 Microsoft는 Maia 300 AI 칩을 공개했다. https://slicast.com/article/1j6vhat Slicast en 2026-10-12T18:04:09.000Z A US panel approved PJM's registry of data centers but rejected the plan to curtail power supplied to them. https://slicast.com/zh/article/1j6vhat Slicast zh-cn 2026-10-12T18:04:09.000Z 美国一个监管小组批准了PJM的数据中心登记制度，但否决了对数据中心限电的方案。 https://slicast.com/ko/article/1j6vhat Slicast ko 2026-10-12T18:04:09.000Z 미국 패널은 PJM의 데이터센터 등록 목록은 승인했지만, 해당 데이터센터에 공급되는 전력을 제한하려는 계획은 거부했다. https://slicast.com/article/1foa1pg Slicast en 2026-10-12T18:00:00.000Z Keysight introduced a PCIe 7.0 protocol test solution aimed at speeding up validation of AI infrastructure. https://slicast.com/zh/article/1foa1pg Slicast zh-cn 2026-10-12T18:00:00.000Z 是德科技推出PCIe 7.0协议测试方案，旨在加快AI基础设施的验证。 https://slicast.com/ko/article/1foa1pg Slicast ko 2026-10-12T18:00:00.000Z Keysight, AI 인프라 검증 속도 향상을 목표로 한 PCIe 7.0 프로토콜 테스트 솔루션을 출시했다. https://slicast.com/article/1afhn43 Slicast en 2026-10-12T18:00:00.000Z Keysight showcased link layer retry interoperability testing with Alibaba Cloud at the 2026 OCP Global Summit. https://slicast.com/zh/article/1afhn43 Slicast zh-cn 2026-10-12T18:00:00.000Z 是德科技在2026年OCP全球峰会上展示了与阿里云在链路层重传功能上的互操作性测试。 https://slicast.com/ko/article/1afhn43 Slicast ko 2026-10-12T18:00:00.000Z Keysight는 2026 OCP 글로벌 서밋에서 Alibaba Cloud와 함께 링크 계층 재전송(link layer retry) 상호운용성 테스트를 선보였다. https://slicast.com/article/ijacab Slicast en 2026-10-12T17:52:00.000Z Chip stocks fell after Broadcom and Intel CEOs warned about AI funding. https://slicast.com/zh/article/ijacab Slicast zh-cn 2026-10-12T17:52:00.000Z 博通和英特尔首席执行官就AI融资问题发出警告后，芯片股下跌。 https://slicast.com/ko/article/ijacab Slicast ko 2026-10-12T17:52:00.000Z 칩 관련주가 브로드컴과 인텔 CEO가 AI 투자 자금 조달에 대해 경고한 뒤 하락했다. https://slicast.com/article/4nveup Slicast en 2026-10-12T17:46:47.000Z Microsoft plans to deploy 1 million Maia 300 AI chips in 2027. https://slicast.com/zh/article/4nveup Slicast zh-cn 2026-10-12T17:46:47.000Z 微软计划在2027年部署100万颗Maia 300 AI芯片。 https://slicast.com/ko/article/4nveup Slicast ko 2026-10-12T17:46:47.000Z Microsoft는 2027년에 Maia 300 AI 칩 100만 개를 배치할 계획이다. https://slicast.com/article/1bk06b9 Slicast en 2026-10-12T17:46:00.000Z Applied Digital (NASDAQ: APLD) holds contracts worth $36 billion, according to a market commentary that also highlights Wolfspeed (NYSE: WOLF). https://slicast.com/zh/article/1bk06b9 Slicast zh-cn 2026-10-12T17:46:00.000Z Applied Digital（NASDAQ: APLD）持有价值360亿美元的合同，相关市场评论还提到了Wolfspeed（NYSE: WOLF）。 https://slicast.com/ko/article/1bk06b9 Slicast ko 2026-10-12T17:46:00.000Z Applied Digital (NASDAQ: APLD)은 360억 달러 규모의 계약을 보유하고 있다고 한 시장 논평이 보도했으며, 해당 논평은 Wolfspeed (NYSE: WOLF)도 함께 조명했다. https://slicast.com/article/p7db7g Slicast en 2026-10-12T17:28:00.000Z Indiana approved AES's plan to power a Google data center in Monrovia. https://slicast.com/zh/article/p7db7g Slicast zh-cn 2026-10-12T17:28:00.000Z 印第安纳州批准了AES为谷歌位于Monrovia的数据中心供电的计划。 https://slicast.com/ko/article/p7db7g Slicast ko 2026-10-12T17:28:00.000Z 인디애나주가 AES의 Monrovia 지역 Google 데이터센터 전력 공급 계획을 승인했다. https://slicast.com/article/adj9p8 Slicast en 2026-10-12T17:01:22.000Z Broadcom CEO Hock Tan said capital could become a bigger AI bottleneck than memory chips. https://slicast.com/zh/article/adj9p8 Slicast zh-cn 2026-10-12T17:01:22.000Z 博通首席执行官Hock Tan表示，资本可能成为比存储芯片更大的AI瓶颈。 https://slicast.com/ko/article/adj9p8 Slicast ko 2026-10-12T17:01:22.000Z Broadcom CEO Hock Tan said capital could become a bigger AI bottleneck than memory chips. Broadcom CEO Hock Tan는 AI 분야에서 자본이 메모리 반도체보다 더 큰 병목이 될 수 있다고 말했다. https://slicast.com/article/1829o4h Slicast en 2026-10-12T17:00:35.000Z Bitcoin miners need roughly $50 billion to finish converting their power assets into AI data centers. https://slicast.com/zh/article/1829o4h Slicast zh-cn 2026-10-12T17:00:35.000Z 比特币矿企需要约500亿美元，才能完成将电力资产转型为AI数据中心的工作。 https://slicast.com/ko/article/1829o4h Slicast ko 2026-10-12T17:00:35.000Z 비트코인 채굴 기업들이 전력 자산을 AI 데이터센터로 전환하는 데 약 500억 달러가 필요한 것으로 나타났다. https://slicast.com/article/ygaqdr Slicast en 2026-10-12T17:00:00.000Z Cooler Master Expands End-to-End Cooling Solutions for AI Infrastructure https://slicast.com/zh/article/ygaqdr Slicast zh-cn 2026-10-12T17:00:00.000Z 酷冷至尊扩展面向AI基础设施的端到端散热解决方案 https://slicast.com/article/6l4hby Slicast en 2026-10-12T16:58:57.000Z Micron shares fell 4.2% after reports that CXMT is targeting server memory with denser memory chips. https://slicast.com/zh/article/6l4hby Slicast zh-cn 2026-10-12T16:58:57.000Z 美光股价下跌4.2%，原因是长鑫存储（CXMT）瞄准服务器内存市场，并推出密度更高的存储芯片。 https://slicast.com/ko/article/6l4hby Slicast ko 2026-10-12T16:58:57.000Z Micron 주가는 CXMT가 고밀도 메모리 칩으로 서버 메모리 시장을 겨냥하고 있다는 보도 이후 4.2% 하락했다. https://slicast.com/article/bxtnac Slicast en 2026-10-12T16:58:48.000Z Marvell launched the Structera X 3406 and Structera X 3506 CXL 3.2 memory expanders, each offering six channels and up to 18 DIMMs per controller. https://slicast.com/zh/article/bxtnac Slicast zh-cn 2026-10-12T16:58:48.000Z 迈威尔推出Structera X 3406和Structera X 3506 CXL 3.2内存扩展器，每个控制器提供六个通道，最多支持18根DIMM。 https://slicast.com/ko/article/bxtnac Slicast ko 2026-10-12T16:58:48.000Z Marvell은 CXL 3.2 메모리 확장 장치인 Structera X 3406과 Structera X 3506을 출시했으며, 두 제품 모두 컨트롤러당 6개 채널과 최대 18개의 DIMM을 지원합니다. https://slicast.com/article/rxkztc Slicast en 2026-10-12T16:47:08.000Z A single AI data center now costs about $30 billion to build. https://slicast.com/zh/article/rxkztc Slicast zh-cn 2026-10-12T16:47:08.000Z 现在建设一座AI数据中心的成本约为300亿美元。 https://slicast.com/ko/article/rxkztc Slicast ko 2026-10-12T16:47:08.000Z AI 데이터센터 한 곳을 짓는 데 드는 비용은 현재 약 300억 달러에 이릅니다. https://slicast.com/article/k8ttsm Slicast en 2026-10-12T16:47:02.000Z Broadcom's financing arrangements span both of the largest AI labs, and the deal is not yet finalized. https://slicast.com/zh/article/k8ttsm Slicast zh-cn 2026-10-12T16:47:02.000Z 博通的融资安排覆盖了两大最重要的AI实验室，且交易尚未完成。 https://slicast.com/ko/article/k8ttsm Slicast ko 2026-10-12T16:47:02.000Z Broadcom의 금융 약정은 세계 최대 AI 연구소 두 곳 모두에 걸쳐 있으며, 해당 거래는 아직 확정되지 않았다. https://slicast.com/article/y1bmlk Slicast en 2026-10-12T16:42:17.000Z An XTB.com article asks whether a breakthrough at CXMT could threaten margins on high-bandwidth memory (HBM). https://slicast.com/zh/article/y1bmlk Slicast zh-cn 2026-10-12T16:42:17.000Z XTB.com一篇文章质疑长鑫存储（CXMT）的技术突破是否会威胁高带宽内存（HBM）的利润率。 https://slicast.com/ko/article/y1bmlk Slicast ko 2026-10-12T16:42:17.000Z XTB.com 기사는 CXMT의 기술 돌파구가 고대역폭 메모리(HBM) 부문의 마진을 위협할 수 있는지 묻고 있다. https://slicast.com/article/s7pai6 Slicast en 2026-10-12T16:41:04.000Z BCE's AI campus near Regina is on a ten-day clock, and Bay Street has trimmed its price targets on the company. https://slicast.com/zh/article/s7pai6 Slicast zh-cn 2026-10-12T16:41:04.000Z BCE在里贾纳附近的人工智能园区面临十天期限，同时湾街已下调其目标价。 https://slicast.com/ko/article/s7pai6 Slicast ko 2026-10-12T16:41:04.000Z BCE의 리자이나 인근 AI 캠퍼스는 10일의 기한에 쫓기고 있으며, 월가가 아닌 베이 스트리트의 투자은행들은 이 회사에 대한 목표주가를 하향 조정했다. https://slicast.com/article/p1vw6 Slicast en 2026-10-12T16:38:53.000Z According to CoStar, Zone Frontier has secured a 4,000-acre data center site before any tenant has signed. https://slicast.com/zh/article/p1vw6 Slicast zh-cn 2026-10-12T16:38:53.000Z 据CoStar报道，Zone Frontier在任何租户签约之前已拿下一块4000英亩的数据中心用地。 https://slicast.com/ko/article/p1vw6 Slicast ko 2026-10-12T16:38:53.000Z CoStar에 따르면, Zone Frontier는 입주 임차인이 계약하기 전에 4,000에이커 규모의 데이터센터 부지를 확보했다. https://slicast.com/article/vyeaei Slicast en 2026-10-12T16:33:59.000Z Microsoft's Maia 300 AI chip is promised to deliver 40% better efficiency as Azure plans a multi-gigawatt expansion. https://slicast.com/zh/article/vyeaei Slicast zh-cn 2026-10-12T16:33:59.000Z 微软Maia 300人工智能芯片承诺能效提升40%，同时Azure计划进行多吉瓦级扩张。 https://slicast.com/ko/article/vyeaei Slicast ko 2026-10-12T16:33:59.000Z Microsoft의 Maia 300 AI 칩은 Azure의 멀티 기가와트 규모 확장 계획과 맞물려 40% 향상된 효율을 제공할 것으로 예고되었다. https://slicast.com/article/1ja7yng Slicast en 2026-10-12T16:32:29.000Z In a DCD Studio interview, AVK's Ben Pritchard describes a billion-dollar investment in energy solutions that meets data center power demand through microgrids and pod factories. https://slicast.com/zh/article/1ja7yng Slicast zh-cn 2026-10-12T16:32:29.000Z 在一次访谈中，AVK的本·普里查德介绍了一项十亿美元级的能源解决方案投资，通过微电网和模块化电源舱工厂满足数据中心的用电需求。 https://slicast.com/ko/article/1ja7yng Slicast ko 2026-10-12T16:32:29.000Z DCD Studio 인터뷰에서 AVK의 Ben Pritchard는 마이크로그리드와 팟 팩토리를 통해 데이터센터 전력 수요를 충족하는 10억 달러 규모의 에너지 솔루션 투자에 대해 설명했다. https://slicast.com/article/115qav8 Slicast en 2026-10-12T16:27:00.000Z Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights https://slicast.com/zh/article/115qav8 Slicast zh-cn 2026-10-12T16:27:00.000Z 数据中心芯片市场将于2035年超过1万亿美元,AI加速器与定制芯片重塑服务器经济性 - DC Market Insights https://slicast.com/ko/article/115qav8 Slicast ko 2026-10-12T16:27:00.000Z 2035년까지 데이터센터 칩 시장 1조 달러 돌파 전망… AI 가속기와 맞춤형 실리콘이 서버 경제성 변화 주도 - DC Market Insights https://slicast.com/article/1fs0o9n Slicast en 2026-10-12T16:26:22.000Z Georgia Tech has opened its Nexus supercomputer to researchers nationwide, built with NSF support in partnership with the University of Illinois. https://slicast.com/zh/article/1fs0o9n Slicast zh-cn 2026-10-12T16:26:22.000Z 佐治亚理工学院向全国研究人员开放其Nexus超级计算机，该项目在美国国家科学基金会（NSF）的支持下，与伊利诺伊大学合作建设。 https://slicast.com/ko/article/1fs0o9n Slicast ko 2026-10-12T16:26:22.000Z Georgia Tech는 NSF의 지원을 받아 일리노이대학교와 협력해 구축한 Nexus 슈퍼컴퓨터를 전국의 연구자들에게 개방했다. https://slicast.com/article/p8p4vq Slicast en 2026-10-12T16:25:02.000Z PNNL is supporting five Genesis Mission projects that advance AI for scientific research, including energy reliability work. https://slicast.com/zh/article/p8p4vq Slicast zh-cn 2026-10-12T16:25:02.000Z PNNL支持五个Genesis Mission项目，推进用于科学研究的人工智能，其中包括保障能源可靠性的工作。 https://slicast.com/ko/article/p8p4vq Slicast ko 2026-10-12T16:25:02.000Z PNNL은 에너지 신뢰성 연구를 포함해 과학 연구를 위한 AI를 발전시키는 Genesis Mission 프로젝트 5건을 지원하고 있다. https://slicast.com/article/10ma00n Slicast en 2026-10-12T16:25:00.000Z Micron shares dropped as China's rival CXMT advanced a new chip, according to Barron's. https://slicast.com/zh/article/10ma00n Slicast zh-cn 2026-10-12T16:25:00.000Z 据《巴伦周刊》报道，中国竞争对手长鑫存储（CXMT）推进新款芯片，美光股价随之下跌。 https://slicast.com/ko/article/10ma00n Slicast ko 2026-10-12T16:25:00.000Z Micron 주가는 중국 경쟁사 CXMT가 신규 칩을 발표하면서 하락했다고 Barron's가 보도했다. https://slicast.com/article/vazxhj Slicast en 2026-10-12T16:22:49.000Z SWI has raised €800 million to fund data center expansion, with the proceeds going to projects in the US and Europe. https://slicast.com/zh/article/vazxhj Slicast zh-cn 2026-10-12T16:22:49.000Z SWI筹集8亿欧元用于数据中心扩张，资金将投向美国和欧洲的项目。 https://slicast.com/ko/article/vazxhj Slicast ko 2026-10-12T16:22:49.000Z SWI가 데이터센터 확장 자금 조달을 위해 8억 유로를 모금했으며, 조달 자금은 미국과 유럽의 프로젝트에 투입될 예정이다. https://slicast.com/article/cmzru1 Slicast en 2026-10-12T16:20:40.000Z FiveNines Group and Nexus Core Systems have partnered on a 20MW data center outside Casablanca, Morocco. https://slicast.com/zh/article/cmzru1 Slicast zh-cn 2026-10-12T16:20:40.000Z FiveNines Group与Nexus Core Systems合作，在摩洛哥卡萨布兰卡郊外建设一座20兆瓦数据中心。 https://slicast.com/ko/article/cmzru1 Slicast ko 2026-10-12T16:20:40.000Z FiveNines Group와 Nexus Core Systems가 모로코 카사블랑카 인근에 20MW 규모의 데이터센터를 공동 개발하기로 파트너십을 체결했다. https://slicast.com/article/xe1g8b Slicast en 2026-10-12T16:13:00.000Z IREN shares jumped on a report of a multi-year cloud deal with Anthropic. https://slicast.com/zh/article/xe1g8b Slicast zh-cn 2026-10-12T16:13:00.000Z IREN股价因一则报道大涨，报道称其与Anthropic达成多年期云服务协议。 https://slicast.com/ko/article/xe1g8b Slicast ko 2026-10-12T16:13:00.000Z IREN 주가는 Anthropic과의 다년간 클라우드 계약 보도가 나오면서 급등했다. https://slicast.com/article/1cupwq Slicast en 2026-10-12T16:10:29.000Z An SDxCentral interview with Broadcom's Kamran Naqvi covers AI networking efficiency at silicon scale. https://slicast.com/zh/article/1cupwq Slicast zh-cn 2026-10-12T16:10:29.000Z SDxCentral对博通的卡姆兰·纳克维进行了采访，探讨硅片规模下的人工智能网络效率。 https://slicast.com/ko/article/1cupwq Slicast ko 2026-10-12T16:10:29.000Z SDxCentral과의 인터뷰에서 브로드컴의 Kamran Naqvi가 실리콘 규모에서의 AI 네트워킹 효율성에 대해 이야기했다. https://slicast.com/article/void71 Slicast en 2026-10-12T16:09:48.000Z Yahoo Finance says ASML looks fully valued after fresh AI demand news. https://slicast.com/zh/article/void71 Slicast zh-cn 2026-10-12T16:09:48.000Z 雅虎财经称，ASML在新的人工智能需求消息之后，估值看起来已充分反映利好。 https://slicast.com/ko/article/void71 Slicast ko 2026-10-12T16:09:48.000Z Yahoo Finance는 새로운 AI 수요 소식 이후 ASML이 이미 적정 가치 이상으로 평가받고 있다고 보도했다. https://slicast.com/article/1p88z1u Slicast en 2026-10-12T16:05:00.000Z An interview with Microsoft's Maia general manager covers the Maia 300 chip, Taiwan and HBM supply. https://slicast.com/zh/article/1p88z1u Slicast zh-cn 2026-10-12T16:05:00.000Z 对微软Maia业务总经理的采访涉及Maia 300芯片、台湾地区制造以及高带宽内存供应。 https://slicast.com/ko/article/1p88z1u Slicast ko 2026-10-12T16:05:00.000Z Microsoft Maia 총괄 책임자와의 인터뷰에서 Maia 300 칩, 대만, HBM 공급에 대해 다뤘다. https://slicast.com/article/1oydx7x Slicast en 2026-10-12T16:02:20.000Z Russia's military has taken out more Ukrainian data centers, including an ISP in Odessa that it claims was serving Ukrainian armed forces. https://slicast.com/zh/article/1oydx7x Slicast zh-cn 2026-10-12T16:02:20.000Z 俄罗斯军方再次摧毁乌克兰数据中心，其中包括敖德萨的一家互联网服务提供商，俄方称该设施为乌克兰武装部队提供服务。 https://slicast.com/ko/article/1oydx7x Slicast ko 2026-10-12T16:02:20.000Z 러시아군이 우크라이나의 데이터센터를 추가로 파괴했으며, 여기에는 우크라이나 군에 서비스를 제공했다고 주장하는 오데사의 인터넷 서비스 제공업체(ISP)도 포함된다. https://slicast.com/article/1ahajmj Slicast en 2026-10-12T16:01:54.000Z APAC Hyperscale Data Center Market - Industry Outlook and https://slicast.com/zh/article/1ahajmj Slicast zh-cn 2026-10-12T16:01:54.000Z 亚太超大规模数据中心市场——行业展望与 https://slicast.com/article/qsgifv Slicast en 2026-10-12T16:01:47.000Z SK Hynix fell 4% as foreign funds pulled 1.04 trillion won and CXMT rattled memory bulls. https://slicast.com/zh/article/qsgifv Slicast zh-cn 2026-10-12T16:01:47.000Z SK海力士股价下跌4%，外国资金撤出1.04万亿韩元，长鑫存储（CXMT）令存储板块多头承压。 https://slicast.com/ko/article/qsgifv Slicast ko 2026-10-12T16:01:47.000Z SK하이닉스는 외국인 투자자들이 1조 400억 원을 순매도하고 CXMT가 메모리 강세론자들을 흔들면서 4% 하락했다. https://slicast.com/article/o4cuie Slicast en 2026-10-12T16:00:09.000Z Microsoft is running its own Maia chips in production, aiming to cut Nvidia's cut of its AI spending. https://slicast.com/zh/article/o4cuie Slicast zh-cn 2026-10-12T16:00:09.000Z 微软已在生产环境中运行其自研Maia芯片，意在削减英伟达在其人工智能支出中的分成。 https://slicast.com/ko/article/o4cuie Slicast ko 2026-10-12T16:00:09.000Z Microsoft는 자체 설계한 Maia 칩을 실제 운영에 투입하고 있으며, 이를 통해 AI 투자 비용에서 Nvidia에 지급하는 비중을 줄이는 것을 목표로 하고 있습니다. https://slicast.com/article/f1ex9k Slicast en 2026-10-12T15:58:16.000Z The Memphis council delayed a decision on a year-long data center moratorium despite protests, and the city is home to xAI's data centers, where the moratorium could ban new developments for 12 months https://slicast.com/zh/article/f1ex9k Slicast zh-cn 2026-10-12T15:58:16.000Z 孟菲斯市议会在抗议声中推迟了对为期一年的数据中心暂停建设令的表决，该市是xAI数据中心所在地，暂停令可能禁止新建项目12个月。 https://slicast.com/ko/article/f1ex9k Slicast ko 2026-10-12T15:58:16.000Z 멤피스 시의회는 시위에도 불구하고 1년간의 데이터센터 모라토리엄 결정을 연기했으며, 이 도시에는 xAI의 데이터센터가 있어 모라토리엄이 시행될 경우 12개월 동안 신규 개발이 금지될 수 있다. https://slicast.com/article/1qvecxm Slicast en 2026-10-12T15:56:47.000Z Foreign Policy examines the real physical footprint of Trump's data center boom. https://slicast.com/zh/article/1qvecxm Slicast zh-cn 2026-10-12T15:56:47.000Z 《外交政策》（Foreign Policy）刊文审视特朗普任内数据中心热潮的实际物理足迹。 https://slicast.com/ko/article/1qvecxm Slicast ko 2026-10-12T15:56:47.000Z Foreign Policy가 트럼프 행정부 하의 데이터센터 붐이 실제로 남기고 있는 물리적 영향을 짚어본다. https://slicast.com/article/1hoqn61 Slicast en 2026-10-12T15:54:45.000Z FERC rejected most of PJM's large load interconnection plan, which governs how large loads such as data centers connect to the grid. https://slicast.com/zh/article/1hoqn61 Slicast zh-cn 2026-10-12T15:54:45.000Z 美国联邦能源监管委员会（FERC）驳回了PJM大型负荷并网方案的大部分内容，该方案规范数据中心等大型负荷如何接入电网。 https://slicast.com/ko/article/1hoqn61 Slicast ko 2026-10-12T15:54:45.000Z FERC가 PJM의 대형 부하 계통연계 계획 대부분을 기각했다. 이 계획은 데이터센터와 같은 대형 부하가 전력망에 연결되는 방식을 규율한다. https://slicast.com/article/132expx Slicast en 2026-10-12T15:53:47.000Z Nuclear stocks fell sharply as NuScale Power dropped. https://slicast.com/zh/article/132expx Slicast zh-cn 2026-10-12T15:53:47.000Z 核能股大幅下跌，NuScale Power股价同步下挫。 https://slicast.com/ko/article/132expx Slicast ko 2026-10-12T15:53:47.000Z 원자력 관련주가 NuScale Power의 주가 하락과 함께 급락했다. https://slicast.com/article/4x1lly Slicast en 2026-10-12T15:51:36.000Z AMD unveiled Helion racks for AI agents at the OCP summit, with CPU-only and mixed CPU/GPU configurations due from partners in November. https://slicast.com/zh/article/4x1lly Slicast zh-cn 2026-10-12T15:51:36.000Z AMD在开放计算项目（OCP）全球峰会上发布面向人工智能智能体的Helion机架，纯CPU及CPU与图形处理器混合配置将于11月由合作伙伴推出。 https://slicast.com/ko/article/4x1lly Slicast ko 2026-10-12T15:51:36.000Z AMD는 OCP 서밋에서 AI 에이전트용 Helion 랙을 공개했으며, CPU 전용 구성과 CPU/GPU 혼합 구성을 11월부터 파트너사를 통해 출시할 예정이다. https://slicast.com/article/ur6vvj Slicast en 2026-10-12T15:37:26.000Z Keysight demonstrated Ethernet technology together with Broadcom and Alibaba. https://slicast.com/zh/article/ur6vvj Slicast zh-cn 2026-10-12T15:37:26.000Z 是德科技（Keysight）与博通、阿里巴巴联合演示了以太网技术。 https://slicast.com/ko/article/ur6vvj Slicast ko 2026-10-12T15:37:26.000Z Keysight는 Broadcom, Alibaba와 함께 이더넷 기술을 시연했다. https://slicast.com/article/1nvu85b Slicast en 2026-10-12T15:33:45.000Z Amazon is reportedly exploring a $7 billion acquisition of AI startup Decart. https://slicast.com/zh/article/1nvu85b Slicast zh-cn 2026-10-12T15:33:45.000Z 亚马逊据报道正在探索以70亿美元收购人工智能初创公司Decart。 https://slicast.com/ko/article/1nvu85b Slicast ko 2026-10-12T15:33:45.000Z Amazon, AI 스타트업 Decart 인수에 70억 달러 규모를 검토 중인 것으로 전해졌다. https://slicast.com/article/1f1i4s4 Slicast en 2026-10-12T15:31:00.000Z Applied Digital (APLD) shares face a hold-or-sell debate after the company missed Q1 earnings expectations. https://slicast.com/zh/article/1f1i4s4 Slicast zh-cn 2026-10-12T15:31:00.000Z Applied Digital（APLD）第一季度财报不及预期，投资者对该股应持有还是卖出存在争议。 https://slicast.com/ko/article/1f1i4s4 Slicast ko 2026-10-12T15:31:00.000Z Applied Digital(APLD) 주가는 1분기 실적이 시장 기대치를 하회한 이후 보유와 매도를 두고 엇갈린 평가를 받고 있다. https://slicast.com/article/f56nwc Slicast en 2026-10-12T15:30:26.000Z TeraWulf expanded its Kentucky data center power commitment to 1 GW (1 gigawatt). https://slicast.com/zh/article/f56nwc Slicast zh-cn 2026-10-12T15:30:26.000Z TeraWulf将其肯塔基州数据中心的电力承诺扩大至1吉瓦。 https://slicast.com/ko/article/f56nwc Slicast ko 2026-10-12T15:30:26.000Z TeraWulf가 켄터키 데이터센터 전력 공급 계약 규모를 1GW(1기가와트)로 확대했다. https://slicast.com/article/1fydj2s Slicast en 2026-10-12T15:30:14.000Z Hunt Properties says a 150-megawatt AI data center lease in the Midwest is nearing execution. https://slicast.com/zh/article/1fydj2s Slicast zh-cn 2026-10-12T15:30:14.000Z Hunt Properties表示，位于中西部的一份150兆瓦人工智能数据中心租约即将签约。 https://slicast.com/ko/article/1fydj2s Slicast ko 2026-10-12T15:30:14.000Z Hunt Properties는 중서부 지역의 150메가와트 규모 AI 데이터센터 임대 계약이 체결 직전 단계에 있다고 밝혔다. https://slicast.com/article/mxnysw Slicast en 2026-10-12T15:24:03.000Z Microsoft plans to make its in-house Azure Maia chips the main AI inference system across its products starting in 2027, deploying them at multi-gigawatt scale. https://slicast.com/zh/article/mxnysw Slicast zh-cn 2026-10-12T15:24:03.000Z 微软计划自2027年起，将其自研的Azure Maia芯片作为旗下产品的主要人工智能推理系统，并以多吉瓦规模部署。 https://slicast.com/ko/article/mxnysw Slicast ko 2026-10-12T15:24:03.000Z Microsoft는 2027년부터 자체 개발한 Azure Maia 칩을 자사 제품 전반의 핵심 AI 추론 시스템으로 채택할 계획이며, 이를 multi-gigawatt 규모로 배치할 예정이다. https://slicast.com/article/11h2vpn Slicast en 2026-10-12T15:06:00.000Z Nvidia's Vera CPU has started shipping, alongside a dedicated 'discrete' processor platform that separates agentic workloads from NVL72 racks to boost performance. https://slicast.com/zh/article/11h2vpn Slicast zh-cn 2026-10-12T15:06:00.000Z 英伟达的Vera中央处理器已开始出货，同时推出专用的‘离散’处理器平台，可将智能体工作负载与NVL72机架分离以提升性能。 https://slicast.com/ko/article/11h2vpn Slicast ko 2026-10-12T15:06:00.000Z Nvidia의 Vera CPU가 출하를 시작했으며, 에이전트형 워크로드를 NVL72 랙에서 분리해 성능을 높이는 전용 '디스크리트' 프로세서 플랫폼도 함께 선보였다. https://slicast.com/article/18z8ryk Slicast en 2026-10-12T15:03:38.000Z IREN shares rose about 5% in premarket trading on Monday, and the source does not identify a specific catalyst. https://slicast.com/zh/article/18z8ryk Slicast zh-cn 2026-10-12T15:03:38.000Z IREN股价在周一盘前交易中上涨约5%，源文未说明具体催化因素。 https://slicast.com/ko/article/18z8ryk Slicast ko 2026-10-12T15:03:38.000Z IREN 주가는 월요일 장전 거래에서 약 5% 상승했으나, 출처에서는 구체적인 상승 요인을 밝히지 않았다. https://slicast.com/article/dmdqxw Slicast en 2026-10-12T15:03:27.000Z Barchart reports that AMD's $8.2 billion World Labs deal could strengthen its AI growth story. https://slicast.com/zh/article/dmdqxw Slicast zh-cn 2026-10-12T15:03:27.000Z 据Barchart报道，超威半导体（AMD）与World Labs达成的82亿美元交易可能强化其人工智能增长故事。 https://slicast.com/ko/article/dmdqxw Slicast ko 2026-10-12T15:03:27.000Z Barchart는 AMD의 82억 달러 규모 World Labs 계약이 AI 성장 전략을 강화할 수 있다고 보도했다. https://slicast.com/article/1ne6kal Slicast en 2026-10-12T15:00:00.000Z Nvidia, AMD, Google and Meta have teamed up on a global blueprint for data-center design. https://slicast.com/zh/article/1ne6kal Slicast zh-cn 2026-10-12T15:00:00.000Z 英伟达、超威半导体（AMD）、谷歌与Meta联合发布了全球数据中心设计蓝图。 https://slicast.com/ko/article/1ne6kal Slicast ko 2026-10-12T15:00:00.000Z Nvidia, AMD, Google, Meta가 데이터센터 설계를 위한 글로벌 청사진을 공동으로 마련했다. https://slicast.com/article/2tbrvt Slicast en 2026-10-12T15:00:00.000Z Micas Networks unveiled three 102.4T open Ethernet platforms for AI factories at the OCP Global Summit 2026. https://slicast.com/zh/article/2tbrvt Slicast zh-cn 2026-10-12T15:00:00.000Z Micas Networks在OCP Global Summit 2026上推出三款102.4T开放以太网平台，面向人工智能工厂。 https://slicast.com/ko/article/2tbrvt Slicast ko 2026-10-12T15:00:00.000Z Micas Networks가 OCP Global Summit 2026에서 AI 팩토리를 위한 3종의 102.4T 오픈 이더넷 플랫폼을 공개했다. https://slicast.com/article/1y6fs76 Slicast en 2026-10-12T14:55:00.000Z Microsoft unveiled its third-generation in-house AI chip, reported as the Maia 300, with deployment that could top 1 million units next year. https://slicast.com/zh/article/1y6fs76 Slicast zh-cn 2026-10-12T14:55:00.000Z 微软推出第三代自研人工智能芯片（据其他报道即Maia 300），明年部署量可能超过100万颗。 https://slicast.com/ko/article/1y6fs76 Slicast ko 2026-10-12T14:55:00.000Z Microsoft는 3세대 자체 AI 칩(Maia 300으로 알려짐)을 공개했으며, 내년 배치 규모가 100만 개를 넘을 수 있다고 보도되었다. https://slicast.com/article/oob1n0 Slicast en 2026-10-12T14:54:48.000Z A Virginia regulatory hearing on the Dominion-NextEra merger focused on rates and data centers, with Dominion questioned about the Virginia Clean Economy Act. https://slicast.com/zh/article/oob1n0 Slicast zh-cn 2026-10-12T14:54:48.000Z 关于Dominion-NextEra合并案的弗吉尼亚监管听证会聚焦电价与数据中心需求，Dominion在会上被问及Virginia Clean Economy Act。 https://slicast.com/ko/article/oob1n0 Slicast ko 2026-10-12T14:54:48.000Z Dominion-NextEra 합병에 대한 버지니아주 규제 청문회에서는 요금과 데이터센터가 주요 쟁점으로 다뤄졌으며, Dominion은 버지니아 청정경제법(Virginia Clean Economy Act)과 관련해 질의를 받았다. https://slicast.com/article/hhza4p Slicast en 2026-10-12T14:54:44.000Z Memory stocks sold off as SanDisk fell 7%, while CXMT unveiled a next-generation DRAM architecture that Morningstar says still faces major commercialization hurdles. https://slicast.com/zh/article/hhza4p Slicast zh-cn 2026-10-12T14:54:44.000Z 存储股集体下跌，闪迪（SanDisk）股价跌7%；长鑫存储（CXMT）发布下一代动态随机存取存储器架构，但晨星（Morningstar）认为其商业化仍面临重大障碍。 https://slicast.com/ko/article/hhza4p Slicast ko 2026-10-12T14:54:44.000Z Memory 주식이 매도세를 보였다. SanDisk가 7% 하락한 반면, CXMT는 차세대 DRAM 아키텍처를 공개했으며, Morningstar는 이 기술이 여전히 상당한 상용화 장벽에 직면해 있다고 평가했다. https://slicast.com/article/1jgetzo Slicast en 2026-10-12T14:48:45.000Z Data Centre Magazine explains what Celestica's DS6005 co-packaged optics (CPO) switch does in AI fabrics. https://slicast.com/zh/article/1jgetzo Slicast zh-cn 2026-10-12T14:48:45.000Z Data Centre Magazine 的一篇解读文章介绍了Celestica的DS6005 CPO交换机在人工智能网络架构中的作用。 https://slicast.com/ko/article/1jgetzo Slicast ko 2026-10-12T14:48:45.000Z Data Centre Magazine이 Celestica의 DS6005 공동 패키지 광학(CPO) 스위치가 AI 패브릭에서 하는 역할을 설명했다. https://slicast.com/article/zw1vf5 Slicast en 2026-10-12T14:48:00.000Z Google and Constellation have signed a 3.6 GW deal, drawing investor attention to nuclear ETFs. https://slicast.com/zh/article/zw1vf5 Slicast zh-cn 2026-10-12T14:48:00.000Z 谷歌与Constellation签署了3.6吉瓦的协议，使核能主题交易型基金受到投资者关注。 https://slicast.com/ko/article/zw1vf5 Slicast ko 2026-10-12T14:48:00.000Z Google와 Constellation이 3.6GW 규모의 계약을 체결하면서 투자자들의 관심이 원자력 ETF로 쏠리고 있다. https://slicast.com/article/c42w5v Slicast en 2026-10-12T14:44:00.000Z Microsoft unveiled its third-generation in-house AI chip, Maia 300, and plans to install multiple gigawatts of it for inference. Reports indicate deployment begins around 2027, with the chip aimed at https://slicast.com/zh/article/c42w5v Slicast zh-cn 2026-10-12T14:44:00.000Z 微软发布了第三代自研AI芯片Maia 300，并计划为其部署多吉瓦（GW）的算力用于推理。有报道称，部署将于2027年前后开始，该芯片旨在减少对英伟达GPU的依赖。 https://slicast.com/ko/article/c42w5v Slicast ko 2026-10-12T14:44:00.000Z Microsoft unveiled its third-generation in-house AI chip, Maia 300, and plans to install multiple gigawatts of it for inference. Reports indicate deployment begins around 2027, with the chip aimed at https://slicast.com/article/1ymvb61 Slicast en 2026-10-12T14:41:41.000Z CXMT flagged a denser chip design, sending memory stocks lower: Micron and SK Hynix fell 4% and Western Digital dropped 2%. https://slicast.com/zh/article/1ymvb61 Slicast zh-cn 2026-10-12T14:41:41.000Z 长鑫存储（CXMT）披露了更高密度的芯片设计，带动存储股下跌：美光与SK海力士下跌4%，西部数据下跌2%。 https://slicast.com/ko/article/1ymvb61 Slicast ko 2026-10-12T14:41:41.000Z CXMT가 더 고밀도의 칩 설계를 발표하면서 메모리 관련주가 하락했다. Micron과 SK Hynix는 4%, Western Digital은 2% 떨어졌다. https://slicast.com/article/o5r21w Slicast en 2026-10-12T14:39:41.000Z Microsoft unveiled Maia 300, a chip designed for multi-gigawatt deployments. https://slicast.com/zh/article/o5r21w Slicast zh-cn 2026-10-12T14:39:41.000Z 微软推出了Maia 300，该芯片专为多吉瓦级部署而设计。 https://slicast.com/ko/article/o5r21w Slicast ko 2026-10-12T14:39:41.000Z Microsoft가 다기가와트 규모 배치를 위해 설계된 칩 Maia 300을 공개했다. https://slicast.com/article/17asygi Slicast en 2026-10-12T14:37:08.000Z TD Cowen initiated coverage of TeraWulf with a Buy rating and a $21 price target. https://slicast.com/zh/article/17asygi Slicast zh-cn 2026-10-12T14:37:08.000Z TD Cowen首次覆盖TeraWulf，给予买入评级，目标价21美元。 https://slicast.com/ko/article/17asygi Slicast ko 2026-10-12T14:37:08.000Z TD Cowen이 TeraWulf에 대해 $21 목표주가와 매수(Buy) 투자의견으로 커버리지를 개시했다. https://slicast.com/article/1qwagg4 Slicast en 2026-10-12T14:30:33.000Z An analysis examines the overlooked impact of India's new data center policy on investment and buildout. https://slicast.com/zh/article/1qwagg4 Slicast zh-cn 2026-10-12T14:30:33.000Z 一篇分析文章探讨了印度新数据中心政策对投资和建设可能产生的、却被忽视的影响。 https://slicast.com/ko/article/1qwagg4 Slicast ko 2026-10-12T14:30:33.000Z 인도의 신규 데이터센터 정책이 투자 및 구축에 미치는 간과된 영향을 분석한다. https://slicast.com/article/1y1jfcl Slicast en 2026-10-12T14:30:29.000Z Sina reports the birth of a Chinese Nvidia with 100% self-developed technology, framing it as a boost for domestic substitution. https://slicast.com/zh/article/1y1jfcl Slicast zh-cn 2026-10-12T14:30:29.000Z 新浪网报道称，一家中国本土图形处理器企业被称为“中国英伟达”，宣称掌握100%自研技术，有望推动国产替代。 https://slicast.com/ko/article/1y1jfcl Slicast ko 2026-10-12T14:30:29.000Z 중국 엔비디아 탄생 소식을 전하며, 100% 자체 개발 기술을 바탕으로 국산화 대체를 가속할 것이라고 시나닷컴이 보도했다. https://slicast.com/article/1dfizqr Slicast en 2026-10-12T14:30:00.000Z GlobalFoundries unveiled a 7nm-class FDX Fusion process, returning to advanced FD-SOI seven years after abandoning FinFET, with production planned for 2028. https://slicast.com/zh/article/1dfizqr Slicast zh-cn 2026-10-12T14:30:00.000Z 格芯推出7纳米级FDX Fusion工艺，在放弃鳍式场效应晶体管七年后，重新投入先进全耗尽型绝缘体上硅工艺的开发，计划2028年投产。 https://slicast.com/ko/article/1dfizqr Slicast ko 2026-10-12T14:30:00.000Z GlobalFoundries, 7nm급 FDX Fusion 공정을 공개했으며, 7년 전 FinFET 개발을 중단한 이후 첨단 FD-SOI 기술로 복귀한다. 양산은 2028년으로 계획되어 있다. https://slicast.com/article/1rrx8a1 Slicast en 2026-10-12T14:29:14.000Z JPMorgan downgraded Applied Digital's project bonds, citing supply overhang. https://slicast.com/zh/article/1rrx8a1 Slicast zh-cn 2026-10-12T14:29:14.000Z 摩根大通下调了Applied Digital项目债券的评级，理由是供应过剩压力。 https://slicast.com/ko/article/1rrx8a1 Slicast ko 2026-10-12T14:29:14.000Z JPMorgan, Applied Digital의 프로젝트 채권 등급을 하향 조정하며 공급 과잉 부담을 이유로 들었다. https://slicast.com/article/1jigplo Slicast en 2026-10-12T14:27:48.000Z Marvell unveiled a six-channel CXL chip, and its shares slipped 3.47%. https://slicast.com/zh/article/1jigplo Slicast zh-cn 2026-10-12T14:27:48.000Z 美满电子推出六通道CXL芯片，其股价下跌3.47%。 https://slicast.com/ko/article/1jigplo Slicast ko 2026-10-12T14:27:48.000Z Marvell, 6채널 CXL 칩 공개... 주가는 3.47% 하락 https://slicast.com/article/l9u93d Slicast en 2026-10-12T14:26:06.000Z Global smartphone shipments fell 20% in Q3 as AI drove chip shortages. https://slicast.com/zh/article/l9u93d Slicast zh-cn 2026-10-12T14:26:06.000Z 受人工智能带动的芯片短缺影响，全球智能手机第三季度出货量下降20%。 https://slicast.com/ko/article/l9u93d Slicast ko 2026-10-12T14:26:06.000Z 3분기 글로벌 스마트폰 출하량은 AI 수요로 인한 칩 부족의 영향으로 20% 감소했다. https://slicast.com/article/1y07bpy Slicast en 2026-10-12T14:25:02.000Z Zetwerk's IPO opens on October 15, and the company says AI infrastructure and energy orders are driving growth. https://slicast.com/zh/article/1y07bpy Slicast zh-cn 2026-10-12T14:25:02.000Z Zetwerk的首次公开募股将于10月15日开放认购，公司称人工智能基础设施和能源领域的订单正推动增长。 https://slicast.com/ko/article/1y07bpy Slicast ko 2026-10-12T14:25:02.000Z Zetwerk의 IPO가 10월 15일 시작되며, 회사는 AI 인프라 및 에너지 수주가 성장을 이끌고 있다고 밝혔다. https://slicast.com/article/98769c Slicast en 2026-10-12T14:25:00.000Z NVTS announced an alliance with Microchip aimed at accelerating its AI power growth. https://slicast.com/zh/article/98769c Slicast zh-cn 2026-10-12T14:25:00.000Z NVTS宣布与微芯科技结盟，旨在加速其人工智能电源业务增长。 https://slicast.com/ko/article/98769c Slicast ko 2026-10-12T14:25:00.000Z NVTS, Microchip와 동맹을 발표하며 AI 전력 성장 가속화를 목표로 한다고 밝혔다. https://slicast.com/article/1tduw0u Slicast en 2026-10-12T14:24:04.000Z SoftBank is eyeing a possible AI data center project in Borneo, partnering with Grab and a government-owned oil and gas firm. https://slicast.com/zh/article/1tduw0u Slicast zh-cn 2026-10-12T14:24:04.000Z 软银正考虑在婆罗洲建设一个可能的人工智能数据中心项目，合作方包括Grab以及一家政府控股的油气企业。 https://slicast.com/ko/article/1tduw0u Slicast ko 2026-10-12T14:24:04.000Z SoftBank은 Grab 및 정부 소유 석유·가스 기업과 협력하여 보르네오에 AI 데이터센터 프로젝트를 추진하는 방안을 검토하고 있다. https://slicast.com/article/19ec3yk Slicast en 2026-10-12T14:23:00.000Z Newsweek reports energy suppliers face tests of public trust as data center demand grows. https://slicast.com/zh/article/19ec3yk Slicast zh-cn 2026-10-12T14:23:00.000Z Newsweek报道称，随着数据中心需求增长，能源供应商正面临公众信任的考验。 https://slicast.com/ko/article/19ec3yk Slicast ko 2026-10-12T14:23:00.000Z Newsweek는 데이터센터 수요가 증가하면서 에너지 공급업체들이 대중의 신뢰를 시험받고 있다고 보도했다. https://slicast.com/article/ibh1c Slicast en 2026-10-12T14:20:56.000Z Wilson Vu, Microsoft's senior director of AI systems hardware architecture, is joining OpenAI to work on its compute architecture. https://slicast.com/zh/article/ibh1c Slicast zh-cn 2026-10-12T14:20:56.000Z 微软人工智能系统硬件架构高级总监Wilson Vu将加入OpenAI，负责其计算架构工作。 https://slicast.com/ko/article/ibh1c Slicast ko 2026-10-12T14:20:56.000Z Microsoft의 AI 시스템 하드웨어 아키텍처 시니어 디렉터인 Wilson Vu가 OpenAI의 컴퓨팅 아키텍처 업무를 맡아 합류한다. https://slicast.com/article/mlfm6k Slicast en 2026-10-12T14:19:42.000Z Nebius signed a letter of intent (LOI) with Volt for data center capacity in Rotterdam, the Netherlands, leasing from the 'AI Gigafactory' in the Port of Rotterdam. https://slicast.com/zh/article/mlfm6k Slicast zh-cn 2026-10-12T14:19:42.000Z Nebius与Volt签署意向书（LOI），拟在荷兰鹿特丹港的“AI Gigafactory”租用数据中心容量。 https://slicast.com/ko/article/mlfm6k Slicast ko 2026-10-12T14:19:42.000Z Nebius는 네덜란드 로테르담 항만 내 'AI Gigafactory'에서 데이터센터 용량을 임차하는 것과 관련해 Volt와 의향서(LOI)를 체결했다. https://slicast.com/article/14i5w4p Slicast en 2026-10-12T14:19:38.000Z Microsoft is moving Copilot onto its own Maia chips, with multi-gigawatt deployments starting in 2027. https://slicast.com/zh/article/14i5w4p Slicast zh-cn 2026-10-12T14:19:38.000Z 微软正将Copilot迁移至自研Maia芯片，并自2027年起推进多吉瓦级部署。 https://slicast.com/ko/article/14i5w4p Slicast ko 2026-10-12T14:19:38.000Z Microsoft는 Copilot을 자체 Maia 칩으로 옮기고 있으며, 수 기가와트 규모의 배치가 2027년부터 시작될 예정이다. https://slicast.com/article/2j93ej Slicast en 2026-10-12T14:19:01.000Z IREN flagged challenges in scaling its AI infrastructure. https://slicast.com/zh/article/2j93ej Slicast zh-cn 2026-10-12T14:19:01.000Z IREN指出其人工智能基础设施扩张面临挑战。 https://slicast.com/ko/article/2j93ej Slicast ko 2026-10-12T14:19:01.000Z IREN은 AI 인프라 확장 과정에서의 어려움을 밝혔다. https://slicast.com/article/649wh4 Slicast en 2026-10-12T14:18:33.000Z Amazon is reportedly nearing a roughly $7 billion deal with Decart, aimed at fixing why AI developers pick Nvidia over its Trainium chips. https://slicast.com/zh/article/649wh4 Slicast zh-cn 2026-10-12T14:18:33.000Z 据报道，亚马逊即将与Decart达成约70亿美元的交易，旨在解决开发者为何选择英伟达而非其Trainium芯片的问题。 https://slicast.com/ko/article/649wh4 Slicast ko 2026-10-12T14:18:33.000Z Amazon, 아마존은 AI 개발자들이 Trainium 칩 대신 Nvidia를 선택하는 이유를 해결하기 위해 Decart와 약 70억 달러 규모의 거래를 임박한 것으로 알려졌다. https://slicast.com/article/5r6zkk Slicast en 2026-10-12T14:18:27.000Z KONST announced a $30M Series B led by ADATA Technology to scale AI data center buildout in Asia and advance its Token Factory strategy. https://slicast.com/zh/article/5r6zkk Slicast zh-cn 2026-10-12T14:18:27.000Z KONST宣布由威刚科技领投3000万美元B轮融资，用于扩大其在亚洲的人工智能数据中心建设，并推进其Token Factory战略。 https://slicast.com/ko/article/5r6zkk Slicast ko 2026-10-12T14:18:27.000Z KONST, ADATA Technology 주도로 3,000만 달러 규모의 시리즈 B 투자를 유치했다고 발표했다. 이번 투자금은 아시아 지역 AI 데이터센터 구축 확대와 Token Factory 전략 추진에 활용될 예정이다. https://slicast.com/article/1v76de9 Slicast en 2026-10-12T14:18:22.000Z Fifteen US universities formed the Southeast Region Super-Intelligence Computing Consortium, with the University of Alabama as a founding partner. https://slicast.com/zh/article/1v76de9 Slicast zh-cn 2026-10-12T14:18:22.000Z 美国十五所高校组建了东南地区超级智能计算联盟，阿拉巴马大学为创始合作伙伴。 https://slicast.com/ko/article/1v76de9 Slicast ko 2026-10-12T14:18:22.000Z Fifteen US universities formed the Southeast Region Super-Intelligence Computing Consortium, with the University of Alabama as a founding partner. Translation: 미국 15개 대학이 Southeast Region Super-Inte https://slicast.com/article/f3nb0g Slicast en 2026-10-12T14:16:34.000Z Bloom Energy scheduled its third-quarter results as AI power demand draws attention. https://slicast.com/zh/article/f3nb0g Slicast zh-cn 2026-10-12T14:16:34.000Z 随着人工智能电力需求受到关注，Bloom Energy公布了第三季度财报发布安排。 https://slicast.com/ko/article/f3nb0g Slicast ko 2026-10-12T14:16:34.000Z Bloom Energy, AI 전력 수요가 주목받는 가운데 3분기 실적을 발표할 예정이다. https://slicast.com/article/frcp8t Slicast en 2026-10-12T14:10:43.000Z Oxide Computer Company raised $445 million in a Series D round led by Eclipse. https://slicast.com/zh/article/frcp8t Slicast zh-cn 2026-10-12T14:10:43.000Z Oxide Computer Company完成4.45亿美元D轮融资，由Eclipse领投。 https://slicast.com/ko/article/frcp8t Slicast ko 2026-10-12T14:10:43.000Z Oxide Computer Company, Eclipse 주도로 4억 4,500만 달러 규모의 시리즈 D 투자 유치에 성공했다. https://slicast.com/article/gl3xfh Slicast en 2026-10-12T14:05:00.000Z Microsoft plans to deploy its homegrown Maia 300 AI chips at gigawatt scale starting next year, with Copilot inference moving onto its own silicon. https://slicast.com/zh/article/gl3xfh Slicast zh-cn 2026-10-12T14:05:00.000Z 微软计划自明年起以吉瓦级规模部署其自研的Maia 300 AI芯片,Copilot推理工作将转移至其自有芯片上运行。 https://slicast.com/ko/article/gl3xfh Slicast ko 2026-10-12T14:05:00.000Z Microsoft는 내년부터 자체 개발한 Maia 300 AI 칩을 기가와트 규모로 배치할 계획이며, Copilot 추론 작업도 자체 실리콘으로 옮겨갈 예정이다. https://slicast.com/article/1byjxpq Slicast en 2026-10-12T14:04:00.000Z An explainer links Micron's stock decline to CXMT's 4F² square DRAM breakthrough. https://slicast.com/zh/article/1byjxpq Slicast zh-cn 2026-10-12T14:04:00.000Z 一篇解读文章将美光股价下跌与长鑫存储（CXMT）的4F²方形DRAM技术突破联系起来。 https://slicast.com/ko/article/1byjxpq Slicast ko 2026-10-12T14:04:00.000Z 마이크론의 주가 하락을 CXMT의 4F² 정사각형 DRAM 기술 돌파와 연결하는 해설 기사가 나왔다. https://slicast.com/article/6ro4ey Slicast en 2026-10-12T14:01:00.000Z Data Center Colocation Market worth $222.97 billion by 2031 - Report by MarketsandMarkets™ https://slicast.com/zh/article/6ro4ey Slicast zh-cn 2026-10-12T14:01:00.000Z 数据中心托管市场到2031年将达2229.7亿美元——MarketsandMarkets™报告 https://slicast.com/article/9wfw6e Slicast en 2026-10-12T14:00:51.000Z AMD shares fell 6.36% as an OpenAI revenue gap rattled AI stocks. https://slicast.com/zh/article/9wfw6e Slicast zh-cn 2026-10-12T14:00:51.000Z OpenAI营收缺口引发市场担忧，拖累人工智能板块，AMD股价下跌6.36%。 https://slicast.com/ko/article/9wfw6e Slicast ko 2026-10-12T14:00:51.000Z AMD 주가가 OpenAI 매출 공백 우려에 AI 관련주가 흔들리면서 6.36% 하락했다. https://slicast.com/article/cy6dx9 Slicast en 2026-10-12T14:00:09.000Z Princeton Digital Group sold five legacy data centers in Indonesia, formerly XL Axiata facilities, to Sinar Mas subsidiary SM+. https://slicast.com/zh/article/cy6dx9 Slicast zh-cn 2026-10-12T14:00:09.000Z Princeton Digital Group向Sinar Mas子公司SM+出售了印度尼西亚的五座数据中心，这些设施原为XL Axiata的遗留资产。 https://slicast.com/ko/article/cy6dx9 Slicast ko 2026-10-12T14:00:09.000Z Princeton Digital Group, 인도네시아의 레거시 데이터센터 5곳(전 XL Axiata 시설)을 Sinar Mas 자회사 SM+에 매각했다. https://slicast.com/article/1h6a4y0 Slicast en 2026-10-12T14:00:00.000Z Intel plans to discontinue SGX after the Xeon Diamond Rapids generation, focusing on TDX to meet cloud and enterprise security requirements. https://slicast.com/zh/article/1h6a4y0 Slicast zh-cn 2026-10-12T14:00:00.000Z 英特尔计划在Xeon Diamond Rapids之后停用SGX，转而专注于扩展TDX，以满足云计算和企业的安全需求。 https://slicast.com/ko/article/1h6a4y0 Slicast ko 2026-10-12T14:00:00.000Z Intel은 Xeon Diamond Rapids 세대 이후 SGX 지원을 중단할 계획이며, 클라우드 및 엔터프라이즈 보안 요건을 충족하기 위해 TDX에 집중할 예정이다. https://slicast.com/article/1dk4p6y Slicast en 2026-10-12T13:48:12.000Z Microsoft announced Maia 300, its next-generation custom AI chip. Coverage reports multi-gigawatt deployments for inference workloads from 2027, with a claimed 40% inference efficiency gain. https://slicast.com/zh/article/1dk4p6y Slicast zh-cn 2026-10-12T13:48:12.000Z 微软宣布推出新一代定制AI芯片Maia 300。据报道,该芯片将于2027年起用于推理工作负载的多吉瓦级部署,并宣称推理效率提升40%。 https://slicast.com/ko/article/1dk4p6y Slicast ko 2026-10-12T13:48:12.000Z Microsoft가 차세대 맞춤형 AI 칩 Maia 300을 발표했다. 보도에 따르면 2027년부터 추론 워크로드를 위해 다기가와트 규모로 배치될 예정이며, 추론 효율이 40% 향상되었다고 주장했다. https://slicast.com/article/9gfado Slicast en 2026-10-12T13:45:00.000Z Ukrainian drone strikes hit Yandex datacenters in Russia, knocking its cloud and payments services offline. Network connectivity fell to about 30% of normal, and staff are working around the clock to https://slicast.com/zh/article/9gfado Slicast zh-cn 2026-10-12T13:45:00.000Z 乌克兰无人机袭击击中俄罗斯境内的Yandex数据中心,导致其云服务和支付服务中断。网络连接率降至正常水平的约30%,员工正昼夜不停地抢修,以恢复资金和服务的访问。 https://slicast.com/ko/article/9gfado Slicast ko 2026-10-12T13:45:00.000Z 우크라이나의 드론 공격이 러시아 내 Yandex 데이터센터를 타격해 클라우드 및 결제 서비스가 중단되었습니다. 네트워크 연결은 정상 수준의 약 30%까지 떨어졌으며, 직원들은 자금 및 서비스 접근을 복구하기 위해 밤낮없이 작업하고 있습니다. https://slicast.com/article/189cg0i Slicast en 2026-10-12T13:05:00.000Z Flex Expands Prefabricated Modular Data Center Portfolio to Accelerate AI Factory Deployment https://slicast.com/zh/article/189cg0i Slicast zh-cn 2026-10-12T13:05:00.000Z Flex扩展预制模块化数据中心产品组合,加速AI工厂部署 https://slicast.com/article/1wqcklo Slicast en 2026-10-12T13:01:00.000Z Axiado Brings Autonomous Management to AI Infrastructure with Platform Intelligence, Improving Efficiency, Security, and Reliability https://slicast.com/zh/article/1wqcklo Slicast zh-cn 2026-10-12T13:01:00.000Z Axiado以平台智能为AI基础设施带来自主管理,提升效率、安全性与可靠性 https://slicast.com/ko/article/1wqcklo Slicast ko 2026-10-12T13:01:00.000Z Axiado, AI 인프라에 플랫폼 인텔리전스 기반 자율 관리 도입… 효율성, 보안, 신뢰성 향상 https://slicast.com/article/18uyh2l Slicast en 2026-10-12T13:00:00.000Z Semtech Corporation to Host Data Center Analyst Day on October 15, 2026 https://slicast.com/zh/article/18uyh2l Slicast zh-cn 2026-10-12T13:00:00.000Z Semtech将于2026年10月15日举办数据中心分析师日 https://slicast.com/article/2u4gqs Slicast en 2026-10-12T13:00:00.000Z MiTAC Computing Showcases Full-Stack Innovation to Scale Open AI Infrastructure at OCP Global Summit 2026 https://slicast.com/zh/article/2u4gqs Slicast zh-cn 2026-10-12T13:00:00.000Z MiTAC Computing在2026年OCP全球峰会上展示全栈创新,助力开放AI基础设施规模化 https://slicast.com/article/7u4x0q Slicast en 2026-10-12T13:00:00.000Z ASRock Rack Showcases AI Infrastructure Powered by NVIDIA Technologies at 2026 OCP Global Summit https://slicast.com/zh/article/7u4x0q Slicast zh-cn 2026-10-12T13:00:00.000Z ASRock Rack在2026年OCP全球峰会上展示基于NVIDIA技术的AI基础设施 https://slicast.com/article/mw97i5 Slicast en 2026-10-12T13:00:00.000Z HARTING Joins NVIDIA MGX Ecosystem to Power Next-Generation AI Infrastructure https://slicast.com/zh/article/mw97i5 Slicast zh-cn 2026-10-12T13:00:00.000Z HARTING加入NVIDIA MGX生态系统,赋能新一代AI基础设施 https://slicast.com/ko/article/mw97i5 Slicast ko 2026-10-12T13:00:00.000Z HARTING, NVIDIA MGX 에코시스템 합류로 차세대 AI 인프라 지원 https://slicast.com/article/ign3xq Slicast en 2026-10-12T12:45:46.000Z A contractor for Super Micro pleaded guilty to smuggling about $2.5 billion in Nvidia AI servers to China. https://slicast.com/zh/article/ign3xq Slicast zh-cn 2026-10-12T12:45:46.000Z 一名为超微电脑(Super Micro)提供服务的承包商认罪,承认向中国走私价值约25亿美元的英伟达(Nvidia)AI服务器。 https://slicast.com/ko/article/ign3xq Slicast ko 2026-10-12T12:45:46.000Z Super Micro의 한 계약업체가 약 25억 달러 규모의 Nvidia AI 서버를 중국으로 밀수한 혐의에 대해 유죄를 인정했다. https://slicast.com/article/1xim4ta Slicast en 2026-10-12T12:15:00.000Z Hunt Properties Provides Update on Midwest AI Data Center Lease and Partnership with Empery Digital https://slicast.com/zh/article/1xim4ta Slicast zh-cn 2026-10-12T12:15:00.000Z Hunt Properties发布中西部AI数据中心租约及与Empery Digital合作的最新进展 https://slicast.com/article/ffcy2m Slicast en 2026-10-12T12:15:00.000Z VivoPower Mobilizes Construction of 40MW AI Data Center Conversion in Mo i Rana, Norway https://slicast.com/zh/article/ffcy2m Slicast zh-cn 2026-10-12T12:15:00.000Z VivoPower推动挪威Mo i Rana 40MW AI数据中心改造项目施工 https://slicast.com/article/61yhk4 Slicast en 2026-10-12T12:05:00.000Z SOAR AI Secures Up to $1 Billion Equity Facility to Fund Expansion of Its AI Infrastructure Platform https://slicast.com/zh/article/61yhk4 Slicast zh-cn 2026-10-12T12:05:00.000Z SOAR AI获得最高10亿美元股权融资额度,用于扩展其AI基础设施平台 https://slicast.com/ko/article/61yhk4 Slicast ko 2026-10-12T12:05:00.000Z SOAR AI, AI 인프라 플랫폼 확장 자금 마련을 위해 최대 10억 달러 규모의 지분 투자 한도를 확보 https://slicast.com/article/ivvz8d Slicast en 2026-10-12T12:00:00.000Z Celestica Introduces the DS6005 Data Center Switch with Co-Packaged Optics to Enable Power-Efficient AI Fabrics https://slicast.com/zh/article/ivvz8d Slicast zh-cn 2026-10-12T12:00:00.000Z Celestica推出DS6005数据中心交换机,采用共封装光学器件,实现高能效AI网络结构 https://slicast.com/article/10jcgpe Slicast en 2026-10-12T11:09:00.000Z Microchip Expands Data Center Portfolio to Meet Evolving AI Infrastructure Demands https://slicast.com/zh/article/10jcgpe Slicast zh-cn 2026-10-12T11:09:00.000Z Microchip扩展数据中心产品组合,满足不断变化的AI基础设施需求 https://slicast.com/article/pnqk2e Slicast en 2026-10-12T10:42:43.000Z SWI Group raised about $894 million to convert the former FTX-linked bitcoin miner Genesis Digital into an AI data center platform. https://slicast.com/zh/article/pnqk2e Slicast zh-cn 2026-10-12T10:42:43.000Z SWI Group 筹集约 8.94 亿美元，用于将此前与 FTX 有关联的比特币矿企 Genesis Digital 转型为 AI 数据中心平台。 https://slicast.com/ko/article/pnqk2e Slicast ko 2026-10-12T10:42:43.000Z SWI Group는 전 FTX 관련 비트코인 채굴업체 Genesis Digital을 AI 데이터센터 플랫폼으로 전환하기 위해 약 8억 9,400만 달러를 조달했다. https://slicast.com/article/f9qltr Slicast en 2026-10-12T08:29:38.000Z Brazil Data Center Market Portfolio: Existing and Upcoming https://slicast.com/zh/article/f9qltr Slicast zh-cn 2026-10-12T08:29:38.000Z 巴西数据中心市场项目组合:现有及在建项目 https://slicast.com/ko/article/f9qltr Slicast ko 2026-10-12T08:29:38.000Z 브라질 데이터센터 시장 포트폴리오: 기존 및 신규 프로젝트 https://slicast.com/article/myifb9 Slicast en 2026-10-12T08:29:38.000Z Brazil Data Center Market Portfolio: Existing and Upcoming https://slicast.com/zh/article/myifb9 Slicast zh-cn 2026-10-12T08:29:38.000Z 巴西数据中心市场产品组合:现有及规划项目 https://slicast.com/article/1n9n5bl Slicast en 2026-10-12T08:11:00.000Z Google and Constellation Energy signed a nuclear power deal that adds 890 MW to the PJM grid, supplying hyperscale data center demand. https://slicast.com/zh/article/1n9n5bl Slicast zh-cn 2026-10-12T08:11:00.000Z Google与Constellation Energy签署核电协议,将为PJM电网新增890 MW容量,以满足超大规模数据中心的用电需求。 https://slicast.com/ko/article/1n9n5bl Slicast ko 2026-10-12T08:11:00.000Z Google와 Constellation Energy는 PJM 전력망에 890MW를 추가하고 하이퍼스케일 데이터센터 수요에 전력을 공급하는 원자력 발전 계약을 체결했다. https://slicast.com/article/11z189v Slicast en 2026-10-12T07:26:32.000Z SpaceX is reportedly seeking $40 billion to buy Nvidia AI chips, a report from StratNews Global. https://slicast.com/zh/article/11z189v Slicast zh-cn 2026-10-12T07:26:32.000Z SpaceX 据报道正寻求筹集 400 亿美元用于采购 Nvidia AI 芯片,消息来源为 StratNews Global。 https://slicast.com/ko/article/11z189v Slicast ko 2026-10-12T07:26:32.000Z SpaceX가 Nvidia AI 칩 구매를 위해 400억 달러를 조달하려는 것으로 전해졌다고 StratNews Global이 보도했다. https://slicast.com/article/d0oo5z Slicast en 2026-10-12T02:45:00.000Z Palantir Technologies Announces October Seoul Pop-Up with Korea-First Exclusive Merchandise Release https://slicast.com/zh/article/d0oo5z Slicast zh-cn 2026-10-12T02:45:00.000Z Palantir Technologies宣布10月首尔快闪店,韩国独家周边首发 https://slicast.com/ko/article/d0oo5z Slicast ko 2026-10-12T02:45:00.000Z Palantir Technologies, 10월 서울 팝업 개최 및 한국 전용 머천다이즈 출시 발표 https://slicast.com/article/olu82l Slicast en 2026-10-12T02:01:12.000Z Google and Constellation Energy have identified 890 MW of new capacity from uprates at existing running nuclear reactors, which could supply power for Google's data center load. https://slicast.com/zh/article/olu82l Slicast zh-cn 2026-10-12T02:01:12.000Z Google与Constellation Energy已确定了890 MW的新增容量,来自现有在役核反应堆的功率提升(uprate),可为Google的数据中心负荷供电。 https://slicast.com/ko/article/olu82l Slicast ko 2026-10-12T02:01:12.000Z Google와 Constellation Energy는 가동 중인 기존 원자로의 출력 증강(uprate)을 통해 총 890MW의 신규 설비 용량을 확보했으며, 이 전력은 Google의 데이터센터 전력 수요를 충당하는 데 쓰일 수 있다.