https://slicast.com/article/1b758ie Slicast en 2026-11-07T21:11:00.000Z GPU-backed debt reached $48.4 billion in 2026, up 7.3 times from $6.6 billion for full-year 2025. Musk warned that more than 200 neoclouds face "small fish death," and Gartner forecasts that 80% will https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-07T21:11:00.000Z 2026 年 GPU 担保债务规模 $484 亿（较 2025 年全年 $66 亿激增 7.3 倍）；Musk 警告 200+ neocloud 将遭"小鱼级死亡"，Gartner 预测 2030 年前 80% 被并购或倒闭 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-07T21:11:00.000Z GPU 담보 부채는 2026년 484억 달러에 달해, 2025년 전체 기준 66억 달러에서 7.3배 증가했다. 머스크는 200곳이 넘는 네오클라우드가 "작은 물고기 죽음(small fish death)"에 직면할 수 있다고 경고했으며, 가트너는 2030년까지 이들 중 80%가 인수되거나 폐쇄될 것으로 전망했다. https://slicast.com/article/euj0sc Slicast en 2026-11-07T21:10:00.000Z Nuclear power projects are expected to attract about $20 billion in new investment in 2026, with over 100 projects being tracked in North America; investment could rise to $50 billion by 2029. Korea's https://slicast.com/zh/article/euj0sc Slicast zh-cn 2026-11-07T21:10:00.000Z 核电项目 2026 年新增投资约 $200 亿，北美逾 100 个项目在追踪，2029 年有望升至 $500 亿；韩国古里 3、4 号机组延役新增 1900 MW https://slicast.com/ko/article/euj0sc Slicast ko 2026-11-07T21:10:00.000Z 원자력 발전 프로젝트에는 2026년 약 200억 달러의 신규 투자가 유입될 것으로 예상되며, 북미에서는 100개가 넘는 프로젝트가 추적되고 있습니다. 투자 규모는 2029년까지 500억 달러로 늘어날 수 있습니다. 한국의 고리 3·4호기 수명 연장으로 1,900MW가 추가됩니다. https://slicast.com/article/10fby75 Slicast en 2026-11-07T21:09:00.000Z IDC Raises 2026 AI Infrastructure Spending Forecast to $521.0 Billion; Hyperscaler Combined Capex Expected at $720-740 Billion https://slicast.com/zh/article/10fby75 Slicast zh-cn 2026-11-07T21:09:00.000Z IDC 上调 2026 年 AI 基础设施支出预测至 $5210 亿；超大规模厂商联合资本开支料达 $7200-7400 亿 https://slicast.com/ko/article/10fby75 Slicast ko 2026-11-07T21:09:00.000Z IDC, 2026년 AI 인프라 지출 전망치를 5,210억 달러로 상향; 하이퍼스케일러 합산 자본지출 7,200억~7,400억 달러 전망 https://slicast.com/article/1qj3v7u Slicast en 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 Capacity Constrained by Approximately 200,000–300,000 Units: HBM4 Shortage and TSMC N3 Packaging Throughput Limits Both Weigh; TrendForce Upgrades GPU Supply-Demand Status to "Ti https://slicast.com/zh/article/1qj3v7u Slicast zh-cn 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 年产能受限约 20-30 万片：HBM4 短缺 + TSMC N3 封装吞吐量双重制约，TrendForce 将 GPU 供需状态上调为"趋紧" https://slicast.com/ko/article/1qj3v7u Slicast ko 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026년 공급 약 20만~30만 대 부족: HBM4 품귀와 TSMC N3 패키징 처리량 한계가 동시에 영향; TrendForce, GPU 수급 상황을 "타이트"로 상향 https://slicast.com/article/1csmza4 Slicast en 2026-11-07T21:07:00.000Z Google announces $17 billion Wyoming data center: initial 2.7 GW, including 702 MW of Bloom Energy natural gas fuel cells with carbon capture, with long-term expansion to 10 GW https://slicast.com/zh/article/1csmza4 Slicast zh-cn 2026-11-07T21:07:00.000Z Google 宣布 $170 亿怀俄明州数据中心：初期 2.7 GW，含 Bloom Energy 702 MW 天然气燃料电池+碳捕获，远期扩容至 10 GW https://slicast.com/ko/article/1csmza4 Slicast ko 2026-11-07T21:07:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 발표: 초기 2.7GW 규모이며, 탄소 포집 기능을 갖춘 Bloom Energy 천연가스 연료전지 702MW 포함, 장기적으로 10GW까지 확장 계획 https://slicast.com/article/107wejt Slicast en 2026-11-07T21:06:00.000Z Anthropic IPO roadshow to launch next week: S-1 filed, targeting a listing before Thanksgiving, with valuation talks narrowed to a $1.2T–$1.75T range https://slicast.com/zh/article/107wejt Slicast zh-cn 2026-11-07T21:06:00.000Z Anthropic IPO 路演下周启动：S-1 已交表、目标感恩节前上市，估值谈判区间降至 $1.2T-$1.75T https://slicast.com/ko/article/107wejt Slicast ko 2026-11-07T21:06:00.000Z Anthropic IPO 로드쇼 다음 주 개시: S-1 제출 완료, 추수감사절 전 상장 목표, 기업가치 협상 범위는 1.2조~1.75조 달러로 좁혀져 https://slicast.com/article/7shohk Slicast en 2026-11-07T21:05:00.000Z OpenAI Unveils Post-Election Data Center Policy: Full Self-Funding of Power and Infrastructure Costs, Establishes "Local Compact" Community Mechanism https://slicast.com/zh/article/7shohk Slicast zh-cn 2026-11-07T21:05:00.000Z OpenAI 选后发布数据中心新政策：全额自付电力与基础设施成本，设立"地方契约"社区机制 https://slicast.com/ko/article/7shohk Slicast ko 2026-11-07T21:05:00.000Z OpenAI, 선거 이후 데이터센터 정책 발표: 전력 및 인프라 비용 전액 자체 부담, "지역 협약(Local Compact)" 커뮤니티 제도 신설 https://slicast.com/article/7c1i28 Slicast en 2026-11-07T21:04:00.000Z 2026 Midterm Elections: 40 of 41 data center restriction proposals passed (77% opposition vote); New York State subsequently enacted a one-year permit moratorium https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-07T21:04:00.000Z 2026 中期选举：41 项数据中心限制提案 40 项获通过（77% 反对票），纽约州随即颁布最长一年许可暂停令 https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-07T21:04:00.000Z 2026 중간선거: 데이터센터 규제안 41건 중 40건 통과(반대 77% 득표); 이후 뉴욕주는 1년간 허가 유예 조치를 시행 https://slicast.com/article/158aggw Slicast en 2026-11-07T21:03:00.000Z IREN Q1 Earnings Defy Trend: Total Revenue of $228 Million (+66% YoY), AI Cloud Revenue of Approximately $200 Million (Nearly Triple Quarter-over-Quarter), Shares Up 20% in Single Day https://slicast.com/zh/article/158aggw Slicast zh-cn 2026-11-07T21:03:00.000Z IREN Q1 财报逆势爆发：总营收 $2.28 亿（+66% YoY），AI 云营收约 $2 亿（环比近三倍），股价单日+20% https://slicast.com/ko/article/158aggw Slicast ko 2026-11-07T21:03:00.000Z IREN 1분기 실적, 업계 흐름과 달랐다: 총매출 2억 2,800만 달러(전년 대비 66% 증가), AI 클라우드 매출 약 2억 달러(전분기 대비 거의 3배), 주가 하루 만에 20% 상승 https://slicast.com/article/2fs9jv Slicast en 2026-11-07T21:02:00.000Z CoreWeave Debt Alarm: 2031 Bond Yield at 16.33%, Spread More Than 10 Percentage Points Above Meta; $10.6 Billion in Debt Due by End-2027, November 10 Earnings Decisive https://slicast.com/zh/article/2fs9jv Slicast zh-cn 2026-11-07T21:02:00.000Z CoreWeave 债务警报：2031 年债券收益率 16.33%、利差高出 Meta 逾 10 个百分点，$106 亿债务 2027 年底到期，11 月 10 日财报生死局 https://slicast.com/ko/article/2fs9jv Slicast ko 2026-11-07T21:02:00.000Z CoreWeave 부채 경고: 2031년 만기 채권 수익률 16.33%, 메타 대비 스프레드 10%p 이상 상회; 2027년 말까지 만기 도래 부채 106억 달러, 11월 10일 실적 발표가 관건 https://slicast.com/article/89sdbh Slicast en 2026-11-07T21:01:00.000Z Microsoft Q3 Capex Falls Well Short of Expectations; Bloomberg Reports Company Is Reviewing Neocloud Partnerships as CoreWeave Halves in a Month to Record Low https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-07T21:01:00.000Z Microsoft Q3 资本开支大幅不及预期，Bloomberg 曝光其重审 neocloud 合作，CoreWeave 月内腰斩创历史低点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-07T21:01:00.000Z Microsoft 3분기 설비투자(Capex) 예상 크게 하회; 블룸버그, 회사가 네오클라우드 파트너십 검토 중이라고 보도; CoreWeave 한 달 만에 절반 하락해 사상 최저치 기록 https://slicast.com/commentary/oklo-2026-11-07 Slicast en 2026-11-07T20:49:26.966Z Oklo (SMR) November 2026: Behind the 22.7% Single-Session Rally https://slicast.com/zh/commentary/oklo-2026-11-07 Slicast zh-cn 2026-11-07T20:49:26.966Z Oklo（SMR）2026年11月：单日大涨22.7%背后的信号 https://slicast.com/commentary/nuscale-2026-11-07 Slicast en 2026-11-07T20:34:04.863Z NuScale Power Stock Rally, November 2026: Sector Rebound Drives 16.2% Gain as Q3 Discloses Doosan Production Deal https://slicast.com/zh/commentary/nuscale-2026-11-07 Slicast zh-cn 2026-11-07T20:34:04.863Z NuScale Power股价2026年11月：核能板块反弹推动单日上涨16.2%，第三季度披露斗山实体生产协议 https://slicast.com/commentary/vistra-2026-11-07 Slicast en 2026-11-07T20:25:23.905Z Vistra Q3 2026 Earnings: Record EBITDA and 2027 Guidance, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-07 Slicast zh-cn 2026-11-07T20:25:23.905Z Vistra 2026年第三季度业绩及2027年指引，2026年11月 https://slicast.com/commentary/nrg-2026-11-07 Slicast en 2026-11-07T20:16:19.683Z NRG Energy AI Power Supply Strategy, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-07 Slicast zh-cn 2026-11-07T20:16:19.683Z NRG能源AI供电战略，2026年11月 https://slicast.com/brief/2026-11-08 Slicast en 2026-11-07T20:07:54.906Z Latest AI Infrastructure News: November 8, 2026 https://slicast.com/zh/brief/2026-11-08 Slicast zh-cn 2026-11-07T20:07:54.906Z AI 基础设施新闻早报 · 2026年11月8日 https://slicast.com/ko/brief/2026-11-08 Slicast ko 2026-11-07T20:07:54.906Z 최신 AI 인프라 뉴스 · 2026년 11월 8일 https://slicast.com/article/x975ng Slicast en 2026-11-07T19:52:00.000Z Core Scientific is exiting Bitcoin mining, with about 92% of its revenue now coming from renting capacity to AI customers. https://slicast.com/zh/article/x975ng Slicast zh-cn 2026-11-07T19:52:00.000Z Core Scientific正在退出比特币挖矿业务，目前其约92%的收入来自向AI客户出租算力基础设施。 https://slicast.com/ko/article/x975ng Slicast ko 2026-11-07T19:52:00.000Z Core Scientific는 비트코인 채굴 사업에서 철수하고 있으며, 현재 매출의 약 92%가 AI 고객에게 컴퓨팅 용량을 임대하는 데서 발생하고 있습니다. https://slicast.com/article/21xfd2 Slicast en 2026-11-07T19:04:45.000Z Reports say roughly 600,000 Nvidia H200 chips have accumulated in Hong Kong, with Beijing reportedly holding them to boost local technology. https://slicast.com/zh/article/21xfd2 Slicast zh-cn 2026-11-07T19:04:45.000Z 据报道，香港囤积的英伟达H200芯片已达约60万颗，北京方面被报道持有这些芯片以推动本地科技发展。 https://slicast.com/ko/article/21xfd2 Slicast ko 2026-11-07T19:04:45.000Z 홍콩에 엔비디아 H200 칩 약 60만 개가 쌓여 있는 것으로 전해졌으며, 베이징이 현지 기술 육성을 위해 이를 보류하고 있는 것으로 알려졌다. https://slicast.com/article/wnvdkv Slicast en 2026-11-07T19:00:00.000Z TeraWulf says AI leasing now generates 83% of its revenue, as Bitcoin mining recedes. https://slicast.com/zh/article/wnvdkv Slicast zh-cn 2026-11-07T19:00:00.000Z TeraWulf表示，其AI租赁业务目前贡献了83%的收入，比特币挖矿业务则持续萎缩。 https://slicast.com/ko/article/wnvdkv Slicast ko 2026-11-07T19:00:00.000Z TeraWulf는 비트코인 채굴 사업이 축소되는 가운데 AI 임대 사업이 매출의 83%를 차지하고 있다고 밝혔다. https://slicast.com/article/cz0x0 Slicast en 2026-11-07T18:31:06.000Z Australia is weighing safeguards for AI data centres. https://slicast.com/zh/article/cz0x0 Slicast zh-cn 2026-11-07T18:31:06.000Z 澳大利亚正在考虑为AI数据中心设立安全保障措施。 https://slicast.com/ko/article/cz0x0 Slicast ko 2026-11-07T18:31:06.000Z 호주, AI 데이터센터 안전장치 도입 검토 중 https://slicast.com/article/1ujuxud Slicast en 2026-11-07T18:28:05.000Z The US has approved Nvidia H200 AI sales to 'Obscure New Matrix', a buyer named in the report. https://slicast.com/zh/article/1ujuxud Slicast zh-cn 2026-11-07T18:28:05.000Z 美国已批准英伟达H200人工智能芯片向'Obscure New Matrix'出售。 https://slicast.com/ko/article/1ujuxud Slicast ko 2026-11-07T18:28:05.000Z 미국, 보고서에 언급된 구매자 'Obscure New Matrix'에 Nvidia H200 AI 칩 판매를 승인 https://slicast.com/article/z0oyql Slicast en 2026-11-07T18:11:33.000Z US officials reportedly believe Nvidia's CEO had a 'close' relationship with a Chinese spy. https://slicast.com/zh/article/z0oyql Slicast zh-cn 2026-11-07T18:11:33.000Z 据报道，美国官员认为英伟达首席执行官与一名中国间谍关系'密切'。 https://slicast.com/ko/article/z0oyql Slicast ko 2026-11-07T18:11:33.000Z 미국 관리들은 엔비디아 CEO가 중국 간첩과 '가까운' 관계였던 것으로 보고 있다고 전해졌다. https://slicast.com/article/lxouqg Slicast en 2026-11-07T18:00:00.000Z Shoebridge is calling for a moratorium on AI data centres as Tasmanian project proposals multiply. https://slicast.com/zh/article/lxouqg Slicast zh-cn 2026-11-07T18:00:00.000Z Shoebridge呼吁暂停建设AI数据中心，同时塔斯马尼亚州的相关项目提案持续增加。 https://slicast.com/ko/article/lxouqg Slicast ko 2026-11-07T18:00:00.000Z Shoebridge는 태즈메이니아 지역의 프로젝트 제안이 늘어나는 가운데 AI 데이터센터에 대한 모라토리엄(유예)을 촉구하고 있다. https://slicast.com/article/1ps3j6q Slicast en 2026-11-07T17:37:25.000Z Anthropic is pressing ahead with its pre-Thanksgiving IPO despite a tech selloff, now targeting a valuation of $1.25 to $1.75 trillion, well below the $2 trillion it had previously pursued. https://slicast.com/zh/article/1ps3j6q Slicast zh-cn 2026-11-07T17:37:25.000Z Anthropic在科技股抛售之下仍推进感恩节前IPO，目标估值降至1.25万亿至1.75万亿美元，明显低于此前追求的2万亿美元。 https://slicast.com/ko/article/1ps3j6q Slicast ko 2026-11-07T17:37:25.000Z Anthropic은 기술주 매도세에도 불구하고 추수감사절 이전 기업공개(IPO)를 계속 추진하고 있으며, 현재 목표 기업가치는 1조 2,500억~1조 7,500억 달러로, 이전에 추진했던 2조 달러보다 크게 낮다. https://slicast.com/article/t5asab Slicast en 2026-11-07T17:32:01.000Z A report on Nvidia's supply chain cites packaging subsidies, a $12.93 billion deal and 600,000 chips. https://slicast.com/zh/article/t5asab Slicast zh-cn 2026-11-07T17:32:01.000Z 英伟达供应链的最新报道提及封装补贴、一笔129.3亿美元的交易，以及60万颗芯片。 https://slicast.com/ko/article/t5asab Slicast ko 2026-11-07T17:32:01.000Z Nvidia 공급망 보고서는 패키징 보조금, 129억 3천만 달러 규모의 계약, 그리고 60만 개의 칩을 언급하고 있다. https://slicast.com/article/136b9x2 Slicast en 2026-11-07T17:07:00.000Z A Texas data-center freeze is threatening rivals but has left Applied Digital (APLD) largely unscathed, with its shares recovering. https://slicast.com/zh/article/136b9x2 Slicast zh-cn 2026-11-07T17:07:00.000Z 得克萨斯州的数据中心冻结措施正冲击竞争对手，但Applied Digital（APLD）基本未受影响，其股价已回升。 https://slicast.com/ko/article/136b9x2 Slicast ko 2026-11-07T17:07:00.000Z Texas 데이터센터 동결 조치가 경쟁사들에게 타격을 주고 있으나, Applied Digital(APLD)은 큰 영향을 받지 않았으며 주가도 회복세를 보이고 있다. https://slicast.com/article/zslx1m Slicast en 2026-11-07T16:27:49.000Z CoreWeave and Nebius are set to report earnings next week, after a 20.9% slide. https://slicast.com/zh/article/zslx1m Slicast zh-cn 2026-11-07T16:27:49.000Z CoreWeave和Nebius将于下周发布财报，此前两者股价出现20.9%的下跌。 https://slicast.com/ko/article/zslx1m Slicast ko 2026-11-07T16:27:49.000Z CoreWeave와 Nebius는 20.9% 하락 이후 다음 주 실적을 발표할 예정이다. https://slicast.com/article/11r9y93 Slicast en 2026-11-07T16:11:36.000Z A report says Nvidia H200 China export licenses went to two firms with empty offices. https://slicast.com/zh/article/11r9y93 Slicast zh-cn 2026-11-07T16:11:36.000Z 一份报告显示，英伟达H200对华出口许可发给了两家办公室空置的公司。 https://slicast.com/ko/article/11r9y93 Slicast ko 2026-11-07T16:11:36.000Z 엔비디아 H200 중국 수출 허가가 사무실이 비어 있는 두 개 기업에 발급된 것으로 보도됐다. https://slicast.com/article/1qs7rk Slicast en 2026-11-07T16:00:55.000Z The ASRock Rack DMRD16-2L+ motherboard has been spotted with 16 DDR5 slots for Intel's Diamond Rapids Xeon, offering 128 PCIe Gen6 lanes over MCIO. https://slicast.com/zh/article/1qs7rk Slicast zh-cn 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+主板被发现配备16个DDR5插槽，面向英特尔Diamond Rapids Xeon平台，并通过MCIO提供128条PCIe Gen6通道。 https://slicast.com/ko/article/1qs7rk Slicast ko 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+ 메인보드가 인텔 Diamond Rapids Xeon용 DDR5 슬롯 16개를 탑재한 모습으로 포착됐으며, MCIO를 통해 PCIe Gen6 레인 128개를 제공한다. https://slicast.com/article/grgi45 Slicast en 2026-11-07T15:51:00.000Z OpenAI vows to build more data centers after what Futurism describes as an overwhelming voter rebuke of them. https://slicast.com/zh/article/grgi45 Slicast zh-cn 2026-11-07T15:51:00.000Z OpenAI表示将继续建设更多数据中心，此前Futurism形容选民对数据中心的反对声浪'压倒性'。 https://slicast.com/ko/article/grgi45 Slicast ko 2026-11-07T15:51:00.000Z OpenAI는 Futurism이 "유권자들의 압도적인 반대"라고 묘사한 상황 이후에도 데이터센터를 더 짓겠다고 밝혔다. https://slicast.com/article/5x1zq3 Slicast en 2026-11-07T15:50:00.000Z QumulusAI to Report Third Quarter 2026 Financial Results on Nov. 10, 2026 https://slicast.com/zh/article/5x1zq3 Slicast zh-cn 2026-11-07T15:50:00.000Z QumulusAI将于2026年11月10日发布2026年第三季度财务业绩 https://slicast.com/article/3cur3z Slicast en 2026-11-07T15:45:00.000Z SK hynix's AI arm is paying $377 million for SK Telecom's stake in Penguin Solutions. https://slicast.com/zh/article/3cur3z Slicast zh-cn 2026-11-07T15:45:00.000Z SK海力士的AI业务部门将以3.77亿美元收购SK电信所持Penguin Solutions的股权。 https://slicast.com/ko/article/3cur3z Slicast ko 2026-11-07T15:45:00.000Z SK하이닉스의 AI 부문이 SK텔레콤의 펭귄솔루션즈 지분을 3억 7,700만 달러에 인수한다. https://slicast.com/article/18pzumb Slicast en 2026-11-07T15:14:37.000Z Alphabet's spending includes a Wyoming data center, a drone factory and a $1.5 billion bond. https://slicast.com/zh/article/18pzumb Slicast zh-cn 2026-11-07T15:14:37.000Z Alphabet的支出包括怀俄明州数据中心、无人机工厂以及一笔15亿美元债券。 https://slicast.com/ko/article/18pzumb Slicast ko 2026-11-07T15:14:37.000Z Alphabet의 지출에는 와이오밍 데이터센터, 드론 공장, 15억 달러 규모의 채권이 포함된다. https://slicast.com/article/sp2i7t Slicast en 2026-11-07T15:13:50.000Z Broadcom has been upgraded on AI deal flow, and its Anthropic exposure is described as running through 2027. https://slicast.com/zh/article/sp2i7t Slicast zh-cn 2026-11-07T15:13:50.000Z 博通因AI订单流获得上调评级，其与Anthropic的合作押注据称将持续至2027年。 https://slicast.com/ko/article/sp2i7t Slicast ko 2026-11-07T15:13:50.000Z Broadcom(AVGO)은 AI 계약 흐름에 힘입어 투자의견이 상향되었으며, Anthropic과의 관련 익스포저는 2027년까지 이어질 것으로 전망된다. https://slicast.com/article/smbhs Slicast en 2026-11-07T14:55:58.000Z A Senate permit bill would make data centers pay for the grid they draw on. https://slicast.com/zh/article/smbhs Slicast zh-cn 2026-11-07T14:55:58.000Z 参议院一项许可法案拟要求数据中心为其所依赖的电网承担费用。 https://slicast.com/ko/article/smbhs Slicast ko 2026-11-07T14:55:58.000Z 상원의 허가 법안은 데이터센터가 사용하는 전력망의 비용을 데이터센터가 부담하도록 하는 내용이다. https://slicast.com/article/6kqvh2 Slicast en 2026-11-07T14:52:37.000Z The US has approved Nvidia chip sales to China-linked firms. https://slicast.com/zh/article/6kqvh2 Slicast zh-cn 2026-11-07T14:52:37.000Z 美国已批准向与中国有关联的企业销售英伟达芯片。 https://slicast.com/ko/article/6kqvh2 Slicast ko 2026-11-07T14:52:37.000Z 미국이 중국 관련 기업들에 대한 엔비디아 칩 판매를 승인했다. https://slicast.com/article/8pwts9 Slicast en 2026-11-07T14:47:37.000Z US intelligence sources suggest Nvidia CEO Jensen Huang was targeted by Chinese intelligence in a honeypot operation involving a Megaspeed executive. https://slicast.com/zh/article/8pwts9 Slicast zh-cn 2026-11-07T14:47:37.000Z 美国情报界消息人士称，英伟达首席执行官黄仁勋曾被中国情报机构以诱捕行动锁定，该行动涉及Megaspeed的一名高管。 https://slicast.com/ko/article/8pwts9 Slicast ko 2026-11-07T14:47:37.000Z 미국 정보 당국 소식통에 따르면, 중국 정보기관이 Megaspeed 임원을 끼고 허니팟(honeypot) 작전으로 Nvidia CEO 젠슨 황을 표적으로 삼았던 것으로 보인다. https://slicast.com/article/1hh6c55 Slicast en 2026-11-07T14:26:00.000Z Thousands of people gathered in Dublin for Ireland's first national protest against data centres. https://slicast.com/zh/article/1hh6c55 Slicast zh-cn 2026-11-07T14:26:00.000Z 数千人在都柏林聚集，参加爱尔兰首次全国性数据中心抗议活动。 https://slicast.com/ko/article/1hh6c55 Slicast ko 2026-11-07T14:26:00.000Z 수천 명의 시민이 더블린에 모여 아일랜드 최초의 전국 규모 데이터센터 반대 시위를 벌였다. https://slicast.com/article/3kfqw Slicast en 2026-11-07T14:02:34.000Z SpaceX is behind a proposed 6 GW AI data center campus in Cochise County, Arizona. https://slicast.com/zh/article/3kfqw Slicast zh-cn 2026-11-07T14:02:34.000Z 太空探索技术公司（SpaceX）正在推动亚利桑那州科奇斯县一个拟建的6GW AI数据中心园区。 https://slicast.com/ko/article/3kfqw Slicast ko 2026-11-07T14:02:34.000Z SpaceX는 애리조나주 코치스 카운티에 추진 중인 6GW 규모 AI 데이터센터 캠퍼스의 배후에 있다. https://slicast.com/article/1vs0tu0 Slicast en 2026-11-07T14:02:34.000Z Democrats are weighing the future of the House China committee, the panel that drove scrutiny of chip export controls. https://slicast.com/zh/article/1vs0tu0 Slicast zh-cn 2026-11-07T14:02:34.000Z 民主党人正在考虑众议院中国委员会的未来，该委员会曾推动对芯片出口管制的审查。 https://slicast.com/ko/article/1vs0tu0 Slicast ko 2026-11-07T14:02:34.000Z 민주당은 칩 수출 통제에 대한 조사를 주도해 온 하원 중국 특별위원회의 향후 거취를 검토하고 있다. https://slicast.com/article/172ssgj Slicast en 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. https://slicast.com/zh/article/172ssgj Slicast zh-cn 2026-11-07T13:30:00.000Z 美国国会正式传唤英伟达首席执行官黄仁勋，原因是有报道称存在中国间谍阴谋，官员们提到国家安全担忧日益加剧。 https://slicast.com/ko/article/172ssgj Slicast ko 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. Wait, I need to correct that: the translatio https://slicast.com/article/1gxxtii Slicast en 2026-11-07T13:11:39.000Z A report frames Broadcom's next two milestones as a 2027 Anthropic rollout and a 2028 Singapore fab. https://slicast.com/zh/article/1gxxtii Slicast zh-cn 2026-11-07T13:11:39.000Z 一篇报道将博通接下来的两个关键节点概括为：2027年Anthropic部署与2028年新加坡晶圆厂。 https://slicast.com/ko/article/1gxxtii Slicast ko 2026-11-07T13:11:39.000Z Broadcom의 다음 두 가지 이정표는 2027년 Anthropic 도입과 2028년 싱가포르 팹이라고 한 보고서가 전망했다. https://slicast.com/article/3u15yu Slicast en 2026-11-07T13:00:00.000Z TSMC denied exploring 3D DRAM production at Nvidia's request, after reports said Nvidia had asked it to make the memory to address shortages. https://slicast.com/zh/article/3u15yu Slicast zh-cn 2026-11-07T13:00:00.000Z 台积电否认应英伟达要求探索三维DRAM生产，此前有报道称英伟达曾要求其制造该类存储器以缓解短缺。 https://slicast.com/ko/article/3u15yu Slicast ko 2026-11-07T13:00:00.000Z TSMC는 엔비디아의 요청으로 3D DRAM 생산을 검토하고 있다는 보도를 부인했다. 앞서 엔비디아가 메모리 공급 부족에 대응하기 위해 TSMC에 해당 메모리 생산을 요청했다는 보도가 나왔었다. https://slicast.com/article/1qr9nhx Slicast en 2026-11-07T12:50:07.000Z TeraWulf has sued the Town of Lansing over public records requests. https://slicast.com/zh/article/1qr9nhx Slicast zh-cn 2026-11-07T12:50:07.000Z TeraWulf就公共记录申请一事起诉兰辛镇政府。 https://slicast.com/ko/article/1qr9nhx Slicast ko 2026-11-07T12:50:07.000Z TeraWulf, 랜싱 타운(Town of Lansing)을 상대로 공공기록 열람 요청과 관련한 소송을 제기했다. https://slicast.com/article/121uiqe Slicast en 2026-11-07T12:32:40.000Z Arrow Electronics (ARW) reported Q3 earnings, with management highlighting strong demand and AI growth. https://slicast.com/zh/article/121uiqe Slicast zh-cn 2026-11-07T12:32:40.000Z Arrow Electronics（ARW）公布第三季度财报，管理层强调需求强劲及AI业务增长。 https://slicast.com/ko/article/121uiqe Slicast ko 2026-11-07T12:32:40.000Z Arrow Electronics (ARW)는 3분기 실적을 발표했으며, 경영진은 견조한 수요와 AI 부문의 성장을 강조했다. https://slicast.com/article/1kubl0m Slicast en 2026-11-07T12:13:21.000Z Equinix has opened its sixth Singapore data center for AI, powered by 100% renewable energy. https://slicast.com/zh/article/1kubl0m Slicast zh-cn 2026-11-07T12:13:21.000Z Equinix（EQIX）在新加坡开设其第六座面向AI的数据中心，并由100%可再生能源供电。 https://slicast.com/ko/article/1kubl0m Slicast ko 2026-11-07T12:13:21.000Z Equinix, 100% 재생에너지로 운영되는 AI 전용 싱가포르 데이터센터 여섯 번째 시설을 개소했다. https://slicast.com/article/1lze199 Slicast en 2026-11-07T11:59:21.000Z Reuters reports about 600,000 Nvidia H200 chips are awaiting shipment to China from Hong Kong. https://slicast.com/zh/article/1lze199 Slicast zh-cn 2026-11-07T11:59:21.000Z 路透社报道，约60万颗英伟达H200芯片正在香港等待发往中国。 https://slicast.com/ko/article/1lze199 Slicast ko 2026-11-07T11:59:21.000Z Reuters에 따르면 약 60만 개의 Nvidia H200 칩이 홍콩에서 중국으로 출하되기를 기다리고 있다. https://slicast.com/article/12irikt Slicast en 2026-11-07T10:30:22.000Z Voters in Harwood, North Dakota, rejected data center restrictions and backed the Applied Digital project. https://slicast.com/zh/article/12irikt Slicast zh-cn 2026-11-07T10:30:22.000Z 北达科他州哈伍德市选民否决了数据中心限制措施，并支持Applied Digital的项目。 https://slicast.com/ko/article/12irikt Slicast ko 2026-11-07T10:30:22.000Z Harwood, North Dakota의 유권자들은 데이터센터 규제안을 부결하고 Applied Digital 프로젝트를 지지했다. https://slicast.com/article/7bgleu Slicast en 2026-11-07T10:19:04.000Z SageMaker Inference now adds GPU partitioning with NVIDIA MIG to its inference service. https://slicast.com/zh/article/7bgleu Slicast zh-cn 2026-11-07T10:19:04.000Z SageMaker Inference新增基于NVIDIA MIG的图形处理器分区功能。 https://slicast.com/ko/article/7bgleu Slicast ko 2026-11-07T10:19:04.000Z SageMaker Inference에 이제 NVIDIA MIG를 활용한 GPU 파티셔닝 기능이 추가되었습니다. https://slicast.com/article/19c0h25 Slicast en 2026-11-07T10:13:08.000Z GE Vernova is reported to have won an India grid project, a win that comes amid perceived AI policy risk. https://slicast.com/zh/article/19c0h25 Slicast zh-cn 2026-11-07T10:13:08.000Z 据报道，GE Vernova赢得了印度的一个电网项目，此前市场对人工智能政策风险存有担忧。 https://slicast.com/ko/article/19c0h25 Slicast ko 2026-11-07T10:13:08.000Z GE Vernova는 인도 전력망 프로젝트를 수주한 것으로 전해졌으며, 이번 수주는 AI 정책 리스크에 대한 우려가 제기되는 가운데 이루어졌다. https://slicast.com/article/12jr7wb Slicast en 2026-11-07T10:09:27.000Z Crypto Briefing reports that New Matrix, an assembler of Nvidia H200 chips, lists an empty Beijing address. https://slicast.com/zh/article/12jr7wb Slicast zh-cn 2026-11-07T10:09:27.000Z Crypto Briefing报道，英伟达H200组装商New Matrix登记的北京地址为空置地址。 https://slicast.com/ko/article/12jr7wb Slicast ko 2026-11-07T10:09:27.000Z Crypto Briefing은 Nvidia H200 칩을 조립하는 New Matrix가 베이징의 빈 주소를 등록 주소로 기재하고 있다고 보도했다. https://slicast.com/article/2speno Slicast en 2026-11-07T10:00:41.000Z The New York Times reports that the U.S. cleared Nvidia chips for Chinese firms that have empty offices and troubling ties. https://slicast.com/zh/article/2speno Slicast zh-cn 2026-11-07T10:00:41.000Z 《纽约时报》报道，美国批准向一些办公室空置且关系存疑的中国企业出售英伟达芯片。 https://slicast.com/ko/article/2speno Slicast ko 2026-11-07T10:00:41.000Z 미국이 사무실은 비어 있고 문제 있는 관계를 가진 중국 기업들에 엔비디아 칩 판매를 승인했다고 뉴욕타임스가 보도했다. https://slicast.com/article/14uv63u Slicast en 2026-11-07T09:59:41.000Z Google has bought the Wyoming data center that Crusoe could not finish on its own. https://slicast.com/zh/article/14uv63u Slicast zh-cn 2026-11-07T09:59:41.000Z 谷歌收购了Crusoe无力独自建成的怀俄明州数据中心。 https://slicast.com/ko/article/14uv63u Slicast ko 2026-11-07T09:59:41.000Z Google가 Crusoe가 単독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. Wait, that contains Japanese kanji (単独). Correcting to pure Hangul: Google가 Crusoe가 단독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. https://slicast.com/article/nlp6vv Slicast en 2026-11-07T09:49:48.000Z Drax's data-center campus is the first deal for the $20 billion AI venture between Brookfield and Qatar. https://slicast.com/zh/article/nlp6vv Slicast zh-cn 2026-11-07T09:49:48.000Z Drax的数据中心园区是布鲁克菲尔德与卡塔尔合作、规模200亿美元的人工智能合资项目的首单交易。 https://slicast.com/ko/article/nlp6vv Slicast ko 2026-11-07T09:49:48.000Z Drax의 데이터센터 캠퍼스는 브룩필드와 카타르가 추진하는 200억 달러 규모 AI 벤처의 첫 번째 거래다. https://slicast.com/article/1poind9 Slicast en 2026-11-07T09:45:23.000Z OpenAI has secured $11 billion in fresh capital as the first tranche of a round valuing it at $1.25 trillion, and the full round could swell to $20 billion or more while the company is still courting https://slicast.com/zh/article/1poind9 Slicast zh-cn 2026-11-07T09:45:23.000Z OpenAI已获得110亿美元新资金，作为一轮估值1.25万亿美元融资的首期，该轮融资总额可能扩大至200亿美元以上，公司仍在寻求更多资金。 https://slicast.com/ko/article/1poind9 Slicast ko 2026-11-07T09:45:23.000Z OpenAI가 기업가치 1조 2,500억 달러 규모 투자 라운드의 첫 번째 단계로 110억 달러의 신규 자본을 확보했으며, 회사가 추가 투자자를 계속 유치하고 있는 가운데 전체 라운드 규모는 200억 달러 이상으로 늘어날 수 있다. https://slicast.com/article/1jsa2vp Slicast en 2026-11-07T09:33:06.000Z A Chinese feature reports that tech giants are racing to build data centers in space, and that the computing race is accelerating as chips move toward orbit. https://slicast.com/zh/article/1jsa2vp Slicast zh-cn 2026-11-07T09:33:06.000Z 一篇中文报道称，科技巨头正争相建设太空数据中心，算力竞赛随之加速。 https://slicast.com/ko/article/1jsa2vp Slicast ko 2026-11-07T09:33:06.000Z 중국 특집 기사에 따르면, 기술 대기업들이 우주에 데이터센터를 구축하기 위한 경쟁을 벌이고 있으며, 칩이 궤도로 진출하면서 컴퓨팅 경쟁이 가속화되고 있다. https://slicast.com/article/11oju7b Slicast en 2026-11-07T09:32:45.000Z OpenAI has unveiled new community commitments as data centers face a backlash and the company adopts a lower-profile stance. https://slicast.com/zh/article/11oju7b Slicast zh-cn 2026-11-07T09:32:45.000Z 在数据中心处于舆论风口浪尖之际，OpenAI公布了新的社区承诺，姿态有所放低。 https://slicast.com/ko/article/11oju7b Slicast ko 2026-11-07T09:32:45.000Z OpenAI가 데이터센터에 대한 반발이 거세지는 가운데 새로운 지역사회 상생 방안을 발표하며 한층 낮은 자세를 취하고 있다. https://slicast.com/article/1m7kk8b Slicast en 2026-11-07T09:32:22.000Z A Chinese analysis says Brazil's grid expansion will run for another decade with transmission lines operating for decades, and contrasts how China and Japan are pursuing opposite routes in the Brazili https://slicast.com/zh/article/1m7kk8b Slicast zh-cn 2026-11-07T09:32:22.000Z 一篇中文分析认为，巴西电网扩张还将持续十年，新输电线路的运营期长达数十年，中国与日本在当地选择了两条相反的路径。 https://slicast.com/ko/article/1m7kk8b Slicast ko 2026-11-07T09:32:22.000Z 브라질의 송전망 확충은 향후 10년간 이어질 전망이며, 송전선로는 수십 년간 가동된다는 중국 분석이 나왔다. 해당 분석은 중국과 일본이 브라질 전력시장에서 정반대의 전략을 추진하고 있다고 대비했다. https://slicast.com/article/1norabt Slicast en 2026-11-07T09:32:20.000Z A Chinese feature reports that Nvidia is increasingly acting as its customers' financier, offering payment terms, buying customer stock, guaranteeing customer obligations and arranging insurance cover https://slicast.com/zh/article/1norabt Slicast zh-cn 2026-11-07T09:32:20.000Z 一篇中文报道称，英伟达正为客户提供账期、购买客户股票、为客户担保，并协助寻找保险公司，逐渐成为客户的融资方。 https://slicast.com/ko/article/1norabt Slicast ko 2026-11-07T09:32:20.000Z Nvidia가 고객사의 자금 조달자 역할을 점점 더 많이 맡고 있다는 내용의 중국 특집 기사다. 기사에 따르면 Nvidia는 결제 조건을 제공하고, 고객사 주식을 매입하며, 고객사의 채무를 보증하고, 보험사와 협력해 보험 보장을 마련하고 있다. https://slicast.com/article/vdgih7 Slicast en 2026-11-07T09:28:42.000Z A weekly roundup reports that Microsoft is reportedly scaling back AI compute leasing and gradually exiting its Oracle cloud agreement, that Youzu Networks plans to spend 4.2 billion yuan on GPUs, and https://slicast.com/zh/article/vdgih7 Slicast zh-cn 2026-11-07T09:28:42.000Z 数智周报汇总称，微软据称正在收缩AI算力租赁并逐步退出与甲骨文的云协议，游族网络拟斥资42亿元购买图形处理器，摩根大通副董事长则表示人工智能板块估值仍高、预计将出现回调。 https://slicast.com/ko/article/vdgih7 Slicast ko 2026-11-07T09:28:42.000Z A주간 뉴스 요약에 따르면, Microsoft가 AI 컴퓨팅 임대를 축소하고 Oracle 클라우드 계약에서 점진적으로 빠져나가는 것으로 전해졌다. 또한 Youzu Networks는 GPU에 42억 위안을 투자할 계획이며, JPMorgan 부회장은 AI 밸류에이션이 조정을 받을 것으로 전망했다. https://slicast.com/article/egimpe Slicast en 2026-11-07T08:37:49.000Z Nvidia is reportedly funding SPIL's CoWoS packaging expansion with billions. https://slicast.com/zh/article/egimpe Slicast zh-cn 2026-11-07T08:37:49.000Z 据报道，英伟达将以数十亿级资金为SPIL的CoWoS封装产能扩建提供资金。 https://slicast.com/ko/article/egimpe Slicast ko 2026-11-07T08:37:49.000Z Nvidia는 SPIL의 CoWoS 패키징 확장에 수십억 달러를 투자하는 것으로 알려졌다. https://slicast.com/article/1wi7m85 Slicast en 2026-11-07T08:12:01.000Z A report says AI data centers face 14 curbs in Ohio, and Meta has issued a warning about them. https://slicast.com/zh/article/1wi7m85 Slicast zh-cn 2026-11-07T08:12:01.000Z 一篇报道称，俄亥俄州对人工智能数据中心设有14项限制，Meta对此发出警告。 https://slicast.com/ko/article/1wi7m85 Slicast ko 2026-11-07T08:12:01.000Z Ohio의 AI 데이터센터가 14건의 규제에 직면해 있다는 보도가 나왔으며, Meta가 이에 대해 경고를 발표했다. https://slicast.com/article/foi773 Slicast en 2026-11-07T06:55:00.000Z Tesla's AI chip roadmap reveals a sixth-generation SI6 compute platform reaching 80x the current model, and Dojo 3 shifting to HBM memory. https://slicast.com/zh/article/foi773 Slicast zh-cn 2026-11-07T06:55:00.000Z 特斯拉的人工智能芯片路线图显示，第六代SI6计算平台的算力将达到当前模型的80倍，Dojo 3将转向高带宽内存。 https://slicast.com/ko/article/foi773 Slicast ko 2026-11-07T06:55:00.000Z Tesla의 AI 칩 로드맵에는 현행 모델 대비 80배 성능의 6세대 SI6 컴퓨팅 플랫폼과, Dojo 3의 HBM 메모리 전환 계획이 포함된 것으로 나타났다. https://slicast.com/article/1vou6xu Slicast en 2026-11-07T06:00:03.000Z Go.AI raised $85 million in Series A funding to expand private AI infrastructure for regulated industries. https://slicast.com/zh/article/1vou6xu Slicast zh-cn 2026-11-07T06:00:03.000Z Go.AI完成8500万美元A轮融资，用于为受监管行业扩建私有人工智能基础设施。 https://slicast.com/ko/article/1vou6xu Slicast ko 2026-11-07T06:00:03.000Z Go.AI, 규제 산업을 위한 프라이빗 AI 인프라 확장을 위해 시리즈 A 펀딩으로 8,500만 달러를 유치했다. https://slicast.com/article/ljjtzw Slicast en 2026-11-07T05:36:57.000Z China's Moonshot AI is turning to Europe for Nvidia chips banned for export to China, offering up to 50% more to get them. https://slicast.com/zh/article/ljjtzw Slicast zh-cn 2026-11-07T05:36:57.000Z 中国的月之暗面转向欧洲采购受出口管制禁运的英伟达芯片，并愿意为此多付最高50%的价格。 https://slicast.com/ko/article/ljjtzw Slicast ko 2026-11-07T05:36:57.000Z 중국 AI 기업 문샷 AI(Moonshot AI)가 중국 수출이 금지된 엔비디아 칩을 확보하기 위해 유럽으로 눈을 돌리고 있으며, 이를 위해 최대 50% 높은 가격을 제시하고 있다. https://slicast.com/article/nsvgbz Slicast en 2026-11-07T05:16:02.000Z ET Datacenters reports OpenAI will advance its data center expansion despite scrutiny, though the report gives no new MW, site or dollar figures. https://slicast.com/zh/article/nsvgbz Slicast zh-cn 2026-11-07T05:16:02.000Z 据ET Datacenters报道，OpenAI将在面临审视的情况下继续推进其数据中心扩张，但该报道未给出新的兆瓦、选址或金额数据。 https://slicast.com/ko/article/nsvgbz Slicast ko 2026-11-07T05:16:02.000Z ET Datacenters는 OpenAI가 안팎의 우려에도 불구하고 데이터센터 확장을 추진할 것이라고 보도했으나, 해당 보도에는 새로운 MW, 부지 또는 금액 관련 수치가 포함되어 있지 않다. https://slicast.com/article/1icrkq3 Slicast en 2026-11-07T05:00:00.000Z NVIDIA's CUDA 13.5 is positioned to make Vera Rubin production-ready, with expanded scheduling and multi-GPU communication. https://slicast.com/zh/article/1icrkq3 Slicast zh-cn 2026-11-07T05:00:00.000Z 英伟达的CUDA 13.5被定位为使Vera Rubin达到量产就绪状态，并扩展了调度与多GPU通信能力。 https://slicast.com/ko/article/1icrkq3 Slicast ko 2026-11-07T05:00:00.000Z NVIDIA의 CUDA 13.5는 Vera Rubin을 양산 가능한 수준으로 끌어올리는 것을 목표로 하며, 스케줄링과 다중 GPU 통신 기능을 확대했다. https://slicast.com/article/m6slc Slicast en 2026-11-07T04:55:54.000Z Keel Infrastructure (KEEL) is leaving bitcoin behind as AI data center permits move ahead. https://slicast.com/zh/article/m6slc Slicast zh-cn 2026-11-07T04:55:54.000Z Keel Infrastructure（KEEL）在人工智能数据中心许可推进之际，正从比特币挖矿业务转向。 https://slicast.com/ko/article/m6slc Slicast ko 2026-11-07T04:55:54.000Z Keel Infrastructure(KEEL)는 AI 데이터센터 인허가가 진행되면서 비트코인 사업에서 손을 떼고 있다. https://slicast.com/article/1ktnrby Slicast en 2026-11-07T04:38:00.000Z A diarypoint.com analysis argues that state permits, rather than a federal shutdown, will matter more for U.S. data center rules. https://slicast.com/zh/article/1ktnrby Slicast zh-cn 2026-11-07T04:38:00.000Z diarypoint.com的一篇分析文章认为，对美国数据中心规则而言，州级许可比联邦政府停摆更具决定性影响。 https://slicast.com/ko/article/1ktnrby Slicast ko 2026-11-07T04:38:00.000Z diarypoint.com 분석은 미국 데이터센터 규제에 있어 연방 정부 셧다운보다 주(州) 허가 절차가 더 중요한 영향을 미칠 것이라고 주장한다. https://slicast.com/article/ddcors Slicast en 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar says midterm voter backlash will not derail AI data center spending, and the company will 'build trust' with communities. https://slicast.com/zh/article/ddcors Slicast zh-cn 2026-11-07T04:36:33.000Z OpenAI首席财务官Sarah Friar表示，中期选举前的选民反弹不会打乱人工智能数据中心的支出计划，公司将与社区‘建立信任’。 https://slicast.com/ko/article/ddcors Slicast ko 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar는 중간선거에서 나타난 유권자 반발이 AI 데이터센터 투자를 저해하지 않을 것이며, 회사는 지역사회와 '신뢰를 쌓아' 나갈 것이라고 말했다. https://slicast.com/article/1bzog6f Slicast en 2026-11-07T03:35:00.000Z Intel's Wang Zhicong says AI computing's center of gravity will shift to inference and the edge over the next five years, with green computing pods to land in the first half of next year. https://slicast.com/zh/article/1bzog6f Slicast zh-cn 2026-11-07T03:35:00.000Z 英特尔的Wang Zhicong表示，未来五年人工智能算力的重心将转向推理和边缘侧，绿色计算模块将于明年上半年推出。 https://slicast.com/ko/article/1bzog6f Slicast ko 2026-11-07T03:35:00.000Z Intel의 Wang Zhicong은 향후 5년간 AI 컴퓨팅의 중심이 추론과 엣지로 이동할 것이라고 밝혔으며, 친환경 컴퓨팅 포드(pod)는 내년 상반기에 출시될 예정이다. https://slicast.com/article/150fef2 Slicast en 2026-11-07T02:48:57.000Z bloomingbit reports that TeraWulf and IREN are accelerating their shift to AI infrastructure as bitcoin mining revenue plunges. https://slicast.com/zh/article/150fef2 Slicast zh-cn 2026-11-07T02:48:57.000Z bloomingbit报道称，随着比特币挖矿收入大幅下滑，TeraWulf与IREN正加快向人工智能基础设施转型。 https://slicast.com/ko/article/150fef2 Slicast ko 2026-11-07T02:48:57.000Z bloomingbit는 TeraWulf와 IREN이 비트코인 채굴 수익이 급감하는 가운데 AI 인프라로의 전환을 가속하고 있다고 보도했다. https://slicast.com/article/9mr841 Slicast en 2026-11-07T02:34:22.000Z ET Datacenters reports that AI data centers are reshaping grid planning for utilities. https://slicast.com/zh/article/9mr841 Slicast zh-cn 2026-11-07T02:34:22.000Z ET Datacenters报道称，人工智能数据中心正在重塑公用事业公司的电网规划。 https://slicast.com/ko/article/9mr841 Slicast ko 2026-11-07T02:34:22.000Z AI 데이터센터가 전력회사의 송전망 계획을 바꾸고 있다고 ET Datacenters가 보도했다. https://slicast.com/article/e7jcb8 Slicast en 2026-11-07T02:33:26.000Z The Financial Times reports the US believes Nvidia CEO Jensen Huang had a romantic relationship with an alleged Chinese spy, adding a security angle to the debate over the company's China chips. https://slicast.com/zh/article/e7jcb8 Slicast zh-cn 2026-11-07T02:33:26.000Z 金融时报报道称，美国认为英伟达首席执行官黄仁勋与一名涉嫌为中国情报机构效力的人员存在恋爱关系，这为英伟达的在华芯片争议增添了安全层面的因素。 https://slicast.com/ko/article/e7jcb8 Slicast ko 2026-11-07T02:33:26.000Z Financial Times는 미국 정부가 엔비디아 CEO 젠슨 황이 중국 간첩으로 의심받는 인물과 연애 관계였던 것으로 보고 있다고 보도했다. 이는 회사의 중국향 칩을 둘러싼 논쟁에 안보 쟁점을 더하는 내용이다. https://slicast.com/article/14xuke2 Slicast en 2026-11-07T01:58:51.000Z tech-insider.org reports the 'Data Centre Blue Tsunami' tally of $141B across 37 projects in 2026. https://slicast.com/zh/article/14xuke2 Slicast zh-cn 2026-11-07T01:58:51.000Z tech-insider.org报道，2026年的‘Data Centre Blue Tsunami’统计显示，共37个项目，总额1410亿美元。 https://slicast.com/ko/article/14xuke2 Slicast ko 2026-11-07T01:58:51.000Z tech-insider.org는 2026년 37개 프로젝트에 걸친 '데이터센터 블루 쓰나미' 규모가 1,410억 달러에 달한다고 보도했다. https://slicast.com/article/2fti2u Slicast en 2026-11-07T01:55:00.000Z UK data centers face decade-long grid connection queues, pushing developers to build their own gas-fired power plants. https://slicast.com/zh/article/2fti2u Slicast zh-cn 2026-11-07T01:55:00.000Z 英国数据中心面临长达十年的电网接入排队，开发商转而自建燃气发电厂。 https://slicast.com/ko/article/2fti2u Slicast ko 2026-11-07T01:55:00.000Z 영국 데이터센터는 전력망 연결 대기가 10년에 달해, 개발사들이 자체 가스발전소를 짓는 방향으로 내몰리고 있다. https://slicast.com/article/n1ql9q Slicast en 2026-11-07T01:28:34.000Z Micron has halted work at its Taiwan HBM plant amid a bonus dispute, according to Seoul Economic Daily. https://slicast.com/zh/article/n1ql9q Slicast zh-cn 2026-11-07T01:28:34.000Z 据首尔经济日报报道，美光因奖金纠纷已暂停其台湾HBM工厂的相关工作。 https://slicast.com/ko/article/n1ql9q Slicast ko 2026-11-07T01:28:34.000Z Micron, 대만 HBM 공장 작업 중단… 보너스 분쟁 영향, 서울경제 보도 https://slicast.com/article/t3y45w Slicast en 2026-11-07T01:22:00.000Z Core Scientific's mining fleet has fallen nearly half ahead of its planned exit from mining in Q4 2026. https://slicast.com/zh/article/t3y45w Slicast zh-cn 2026-11-07T01:22:00.000Z Core Scientific的挖矿机队在计划于2026年第四季度退出挖矿业务之前已减少近一半。 https://slicast.com/ko/article/t3y45w Slicast ko 2026-11-07T01:22:00.000Z Core Scientific의 채굴 장비 규모가 2026년 4분기 채굴 사업 철수 계획을 앞두고 거의 절반 가까이 줄었다. https://slicast.com/article/wb14vc Slicast en 2026-11-07T00:56:59.000Z Applied Digital CEO says the data center industry needs to 'take a deep breath' amid backlash over data center projects. https://slicast.com/zh/article/wb14vc Slicast zh-cn 2026-11-07T00:56:59.000Z Applied Digital首席执行官表示，面对数据中心项目引发的反弹，行业需要‘深呼吸’。 https://slicast.com/ko/article/wb14vc Slicast ko 2026-11-07T00:56:59.000Z Applied Digital CEO는 데이터센터 프로젝트를 둘러싼 반발이 거세지는 가운데 업계가 "숨을 고를" 필요가 있다고 말했다. https://slicast.com/article/1ryxw9x Slicast en 2026-11-07T00:50:39.000Z xAI has installed eight refurbished jet-engine generators at its Mississippi facility to supply on-site power. https://slicast.com/zh/article/1ryxw9x Slicast zh-cn 2026-11-07T00:50:39.000Z xAI已在其密西西比州设施安装八台翻新的喷气发动机发电机组，用于提供现场供电。 https://slicast.com/ko/article/1ryxw9x Slicast ko 2026-11-07T00:50:39.000Z xAI는 미시시피 시설에 온사이트 전력 공급을 위해 재생 제트엔진 발전기 8대를 설치했다. https://slicast.com/article/17pz2hg Slicast en 2026-11-07T00:23:00.000Z CNBC reports on how data centers' 'phantom load' is affecting the US grid. https://slicast.com/zh/article/17pz2hg Slicast zh-cn 2026-11-07T00:23:00.000Z CNBC报道了数据中心‘幻影负荷’对美国电网的影响。 https://slicast.com/ko/article/17pz2hg Slicast ko 2026-11-07T00:23:00.000Z CNBC, 데이터센터의 '팬텀 로드(phantom load)'가 미국 전력망에 미치는 영향을 보도했다. https://slicast.com/article/jfdk1 Slicast en 2026-11-07T00:10:36.000Z Tiande said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, I should correct that: 特锐德 is Tebian Electric https://slicast.com/zh/article/jfdk1 Slicast zh-cn 2026-11-07T00:10:36.000Z 特锐德于11月6日表示，其‘算电岛’模式已获多家客户认可，有望在2027年成为主流模式。 https://slicast.com/ko/article/jfdk1 Slicast ko 2026-11-07T00:10:36.000Z Tebian Electric Apparatus said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, that's not right. The sourc https://slicast.com/article/ji4sbb Slicast en 2026-11-07T00:07:54.000Z THE ELEC reports that Socomec is expanding its investment in South Korea's AI data-center power market. https://slicast.com/zh/article/ji4sbb Slicast zh-cn 2026-11-07T00:07:54.000Z THE ELEC报道，Socomec正在扩大其在韩国AI数据中心电力市场的投资。 https://slicast.com/ko/article/ji4sbb Slicast ko 2026-11-07T00:07:54.000Z Socomec, 한국 AI 데이터센터 전력 시장에 대한 투자를 확대한다고 THE ELEC이 보도했다. https://slicast.com/article/ceh2md Slicast en 2026-11-06T23:22:40.000Z DeSoto County News reports that Gipson will chair a hearing on the SpaceXAI Southaven power plant. https://slicast.com/zh/article/ceh2md Slicast zh-cn 2026-11-06T23:22:40.000Z 据DeSoto County News报道，Gipson将主持关于SpaceXAI Southaven电厂的听证会。 https://slicast.com/ko/article/ceh2md Slicast ko 2026-11-06T23:22:40.000Z DeSoto County News에 따르면, Gipson이 SpaceXAI Southaven 발전소 관련 청문회를 주재할 예정이다. https://slicast.com/article/1vi4ndw Slicast en 2026-11-06T23:09:31.000Z TokenPost reports that Mira has launched its Sterling AI inference service with x402 and USDC payments. https://slicast.com/zh/article/1vi4ndw Slicast zh-cn 2026-11-06T23:09:31.000Z 据TokenPost报道，Mira推出了其Sterling AI推理服务，支持x402和USDC支付。 https://slicast.com/ko/article/1vi4ndw Slicast ko 2026-11-06T23:09:31.000Z TokenPost는 Mira가 x402 및 USDC 결제를 지원하는 Sterling AI 추론 서비스를 출시했다고 보도했다. https://slicast.com/article/cg133c Slicast en 2026-11-06T23:06:12.000Z Pluang reports that TeraWulf and IREN are shifting from bitcoin mining to AI as mining revenues shrink and losses rise. https://slicast.com/zh/article/cg133c Slicast zh-cn 2026-11-06T23:06:12.000Z 据Pluang报道，随着比特币挖矿收入萎缩、亏损扩大，TeraWulf和IREN正从比特币挖矿转向AI业务。 https://slicast.com/ko/article/cg133c Slicast ko 2026-11-06T23:06:12.000Z Pluang에 따르면, TeraWulf와 IREN은 채굴 수익이 줄고 손실이 늘어나면서 비트코인 채굴에서 AI 사업으로 전환하고 있다. https://slicast.com/article/eh9fyo Slicast en 2026-11-06T22:50:54.000Z TechJuice reports that global DRAM revenue recorded 369% growth in Q3 2026. https://slicast.com/zh/article/eh9fyo Slicast zh-cn 2026-11-06T22:50:54.000Z 据TechJuice报道，2026年第三季度全球DRAM收入增长369%。 https://slicast.com/ko/article/eh9fyo Slicast ko 2026-11-06T22:50:54.000Z TechJuice는 2026년 3분기 글로벌 DRAM 매출이 369% 성장했다고 보도했다. https://slicast.com/article/1a6oudn Slicast en 2026-11-06T22:33:43.000Z Vistra says it has not seen data-center demand shift from Texas to PJM after the US midterms, according to Reuters. https://slicast.com/zh/article/1a6oudn Slicast zh-cn 2026-11-06T22:33:43.000Z 据路透社报道，Vistra表示，在美国中期选举之后，尚未看到数据中心需求从德州转向PJM。 https://slicast.com/ko/article/1a6oudn Slicast ko 2026-11-06T22:33:43.000Z Vistra는 로이터 보도에 따르면 미국 중간선거 이후에도 데이터센터 수요가 텍사스에서 PJM 지역으로 이동하는 모습은 확인되지 않았다고 밝혔다. https://slicast.com/article/fblg7w Slicast en 2026-11-06T22:30:00.000Z Analytics Insight reports that Alphabet has disclosed a major stake in Qualcomm as demand for AI chips rises. https://slicast.com/zh/article/fblg7w Slicast zh-cn 2026-11-06T22:30:00.000Z 据Analytics Insight报道，随着AI芯片需求上升，字母表披露其持有高通的重大股权。 https://slicast.com/ko/article/fblg7w Slicast ko 2026-11-06T22:30:00.000Z Analytics Insight는 AI 칩 수요가 증가하는 가운데 Alphabet이 Qualcomm의 대규모 지분을 공개했다고 보도했다. https://slicast.com/article/lpjauo Slicast en 2026-11-06T22:12:54.000Z EnergyNow.com reports that a US regulator has made an 'interventionist' pivot to speed up data-center development. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-11-06T22:12:54.000Z EnergyNow.com报道，美国某监管机构转向‘干预型’策略，以加快数据中心的建设。 https://slicast.com/ko/article/lpjauo Slicast ko 2026-11-06T22:12:54.000Z EnergyNow.com은 미국 규제 당국이 데이터센터 개발을 가속하기 위해 '개입주의적' 방향 전환을 단행했다고 보도했다. https://slicast.com/article/xirfq3 Slicast en 2026-11-06T22:08:55.000Z TradingKey's Micron forecast flags data-center construction curbs as a valuation drag, while long-term agreements and HBM price hikes support earnings. https://slicast.com/zh/article/xirfq3 Slicast zh-cn 2026-11-06T22:08:55.000Z TradingKey发布的美光预测认为，数据中心建设受限会拖累估值，而长期供货协议和HBM涨价将支撑业绩兑现。 https://slicast.com/ko/article/xirfq3 Slicast ko 2026-11-06T22:08:55.000Z TradingKey의 Micron 전망은 데이터센터 건설 제한을 밸류에이션 하락 요인으로 지목하는 한편, 장기 공급 계약과 HBM 가격 인상은 실적을 뒷받침한다고 분석했다. https://slicast.com/article/1ix2z5f Slicast en 2026-11-06T22:08:54.000Z BigGo Finance has published coverage of Vistra (VST) Q3 FY2026 earnings call. https://slicast.com/zh/article/1ix2z5f Slicast zh-cn 2026-11-06T22:08:54.000Z BigGo Finance报道了Vistra（VST）2026财年第三季度业绩说明会的内容。 https://slicast.com/ko/article/1ix2z5f Slicast ko 2026-11-06T22:08:54.000Z BigGo Finance는 Vistra(VST) 2026 회계연도 3분기 실적 발표 콜에 대한 보도를 게재했습니다. https://slicast.com/article/1ucxeyh Slicast en 2026-11-06T22:04:20.000Z JD Supra publishes five key takeaways from recent North Carolina energy regulatory and policy developments. https://slicast.com/zh/article/1ucxeyh Slicast zh-cn 2026-11-06T22:04:20.000Z JD Supra总结了北卡罗来纳州近期能源监管与政策进展的五个关键要点。 https://slicast.com/ko/article/1ucxeyh Slicast ko 2026-11-06T22:04:20.000Z JD Supra가 최근 노스캐롤라이나주 에너지 규제 및 정책 동향에서 얻을 수 있는 다섯 가지 핵심 시사점을 발표했다. https://slicast.com/article/xwf0fy Slicast en 2026-11-06T22:02:49.000Z Korea JoongAng Daily reports that substrate shortages are emerging as the new bottleneck in the AI chip market. https://slicast.com/zh/article/xwf0fy Slicast zh-cn 2026-11-06T22:02:49.000Z 据Korea JoongAng Daily报道，基板短缺正在成为AI芯片市场的新瓶颈。 https://slicast.com/ko/article/xwf0fy Slicast ko 2026-11-06T22:02:49.000Z Korea JoongAng Daily는 AI 칩 시장에서 기판 부족이 새로운 병목으로 떠오르고 있다고 보도했다. https://slicast.com/article/hil3kg Slicast en 2026-11-06T21:56:00.000Z A New York-based miner has sold $192M of bitcoin for AI, according to TheStreet. https://slicast.com/zh/article/hil3kg Slicast zh-cn 2026-11-06T21:56:00.000Z 据TheStreet报道，一家总部位于纽约的矿企出售了价值1.92亿美元（$192M）的比特币，用于AI业务。 https://slicast.com/ko/article/hil3kg Slicast ko 2026-11-06T21:56:00.000Z 뉴욕에 본사를 둔 한 채굴 기업이 TheStreet에 따르면 AI를 위해 1억 9,200만 달러 규모의 비트코인을 매각했다. https://slicast.com/article/1mt3r8t Slicast en 2026-11-06T21:55:00.000Z BigGo Finance reports that onsemi's CEO says power is competitiveness in the AI era as onsemi expands its Bucheon SiC hub. https://slicast.com/zh/article/1mt3r8t Slicast zh-cn 2026-11-06T21:55:00.000Z BigGo Finance报道，安森美（onsemi）首席执行官表示，在AI时代，电力就是竞争力，同时安森美正在扩建富川的碳化硅（SiC）基地。 https://slicast.com/ko/article/1mt3r8t Slicast ko 2026-11-06T21:55:00.000Z onsemi CEO, AI 시대에는 전력이 곧 경쟁력이라고 강조… onsemi, 부천 SiC 허브 확장 (BigGo Finance 보도) https://slicast.com/commentary/mistral-2026-11-06 Slicast en 2026-11-06T21:49:17.844Z Why US-China AI Export Controls Could Test Mistral AI's €21 Billion Global Expansion https://slicast.com/zh/commentary/mistral-2026-11-06 Slicast zh-cn 2026-11-06T21:49:17.844Z 美中AI出口管制为何可能冲击Mistral AI的210亿欧元全球扩张战略 https://slicast.com/commentary/ssi-2026-11-06 Slicast en 2026-11-06T21:41:12.996Z Safe Superintelligence NVIDIA Investment: $5B Deal and Compute Expansion, July 2026 https://slicast.com/zh/commentary/ssi-2026-11-06 Slicast zh-cn 2026-11-06T21:41:12.996Z 英伟达50亿美元投资Safe Superintelligence：算力十倍扩展与芯片生态转向，2026年7月 https://slicast.com/article/n7hm8c Slicast en 2026-11-06T21:37:30.000Z Big Tech bond issuance has reached a US record of $1.88T in 2026, according to tech-insider.org. https://slicast.com/zh/article/n7hm8c Slicast zh-cn 2026-11-06T21:37:30.000Z 据tech-insider.org报道，2026年美国大型科技公司的债券发行规模已创下1.88万亿美元（$1.88T）的纪录。 https://slicast.com/ko/article/n7hm8c Slicast ko 2026-11-06T21:37:30.000Z 빅테크 채권 발행 규모가 tech-insider.org에 따르면 2026년 미국 기준 사상 최대치인 1.88조 달러에 도달했다. https://slicast.com/article/oojori Slicast en 2026-11-06T21:35:03.000Z Google-backed TeraWulf beat Q3 estimates and reported a $710M profit driven by warrant gains, while its operating loss surged 257% and operations lost $88M. https://slicast.com/zh/article/oojori Slicast zh-cn 2026-11-06T21:35:03.000Z 获谷歌支持的TeraWulf第三季度业绩超出预期，实现7.1亿美元（$710M）利润，主要来自认股权证收益；同时经营亏损激增257%，经营业务亏损8800万美元（$88M）。 https://slicast.com/ko/article/oojori Slicast ko 2026-11-06T21:35:03.000Z Google 출자 기업 TeraWulf는 3분기 실적 추정치를 상회했으며, 워런트 평가이익에 힘입어 7억 1,000만 달러의 순이익을 기록했다. 반면 영업손실은 257% 급증해 영업에서 8,800만 달러의 손실이 발생했다. https://slicast.com/article/18b3kit Slicast en 2026-11-06T21:33:18.000Z EuroHPC JU requires bidders to recreate and resubmit their AI Gigafactory tenders, as announced on Nov. 6, 2026 and reported by HPCwire. https://slicast.com/zh/article/18b3kit Slicast zh-cn 2026-11-06T21:33:18.000Z 据HPCwire报道，EuroHPC JU于2026年11月6日宣布，要求投标方重新编制并重新提交AI Gigafactory的招标方案。 https://slicast.com/ko/article/18b3kit Slicast ko 2026-11-06T21:33:18.000Z EuroHPC JU는 2026년 11월 6일 발표에서 입찰자들이 AI 기가팩토리 입찰서를 다시 작성해 재제출하도록 요구한다고 밝혔으며, 이는 HPCwire가 보도했다. https://slicast.com/commentary/nvidia-2026-11-06 Slicast en 2026-11-06T21:31:02.123Z Nvidia H200 Hong Kong Stockpile: China Import Freeze, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-06 Slicast zh-cn 2026-11-06T21:31:02.123Z 英伟达H200香港积压：中国进口受阻，2026年11月 https://slicast.com/article/fou5cn Slicast en 2026-11-06T21:27:27.000Z Nvidia is tightening tracking of its AI chips in Southeast Asia as concern grows over smuggling to China, per TechRepublic. https://slicast.com/zh/article/fou5cn Slicast zh-cn 2026-11-06T21:27:27.000Z 据TechRepublic报道，英伟达正在收紧东南亚地区的AI芯片追踪管理，因对芯片走私流入中国的担忧日益加深。 https://slicast.com/ko/article/fou5cn Slicast ko 2026-11-06T21:27:27.000Z 엔비디아는 중국으로의 밀반출 우려가 커지는 가운데 동남아시아에서 AI 칩에 대한 추적을 강화하고 있다고 TechRepublic이 보도했다. https://slicast.com/commentary/nuscale-2026-11-06 Slicast en 2026-11-06T21:17:00.466Z NuScale Power Q3 2026 Results, November 2026: 13.6% Session Gain in Nuclear Sector Rebound https://slicast.com/zh/commentary/nuscale-2026-11-06 Slicast zh-cn 2026-11-06T21:17:00.466Z NuScale Power 2026年第三季度业绩，2026年11月：核能板块反弹中单日涨幅13.6% https://slicast.com/article/rppmlu Slicast en 2026-11-06T21:16:53.000Z Applied Compute raised $350M at a $3.25B valuation, and its run rate hit $100M in under 18 months, per Wowtale. https://slicast.com/zh/article/rppmlu Slicast zh-cn 2026-11-06T21:16:53.000Z 据Wowtale报道，Applied Compute以32.5亿美元（$3.25B）估值融资3.5亿美元（$350M），其年化收入运行率在18个月内达到1亿美元（$100M）。 https://slicast.com/ko/article/rppmlu Slicast ko 2026-11-06T21:16:53.000Z Applied Compute는 기업가치 32억 5천만 달러로 3억 5천만 달러를 투자받았으며, Wowtale에 따르면 연간 매출 런레이트(run rate)가 18개월 미만에 1억 달러에 도달했다. https://slicast.com/article/l1a10n Slicast en 2026-11-06T21:11:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death'; CRWV, IREN, NBIS Extend Slide https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-06T21:11:00.000Z Musk 警告 200+ neocloud "金鱼级灭绝",CoreWeave 债务市场几近关闭 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-06T21:11:00.000Z Elon Musk "네오클라우드 200여 곳, 구피 수준의 죽음 직면" 발언… CRWV, IREN, NBIS 하락세 지속 https://slicast.com/article/19mat2y Slicast en 2026-11-06T21:09:00.000Z Gartner Says Over $3.5 Trillion of AI Infrastructure Spending Could Be Exposed to Impairment by the End of 2030 https://slicast.com/zh/article/19mat2y Slicast zh-cn 2026-11-06T21:09:00.000Z Gartner:到 2030 年逾 $3.5T AI 基础设施投资面临减值,80%+ neocloud 或停止独立运营 https://slicast.com/ko/article/19mat2y Slicast ko 2026-11-06T21:09:00.000Z Gartner, "2030년 말까지 3조 5천억 달러 이상의 AI 인프라 투자가 손상 위험에 노출될 수 있다"고 밝혔다. https://slicast.com/article/wogds0 Slicast en 2026-11-06T21:08:00.000Z NVIDIA's next-gen Rubin GPUs enter production, gets HBM4 samples from all major DRAM makers https://slicast.com/zh/article/wogds0 Slicast zh-cn 2026-11-06T21:08:00.000Z NVIDIA Vera Rubin 量产推进中,HBM4 供应链 SK Hynix 占逾 54% 份额,TSMC 先进封装仍为瓶颈 https://slicast.com/ko/article/wogds0 Slicast ko 2026-11-06T21:08:00.000Z NVIDIA의 차세대 Rubin GPU, 양산 단계 진입… 주요 DRAM 제조사 전사로부터 HBM4 샘플 확보 https://slicast.com/article/haa80t Slicast en 2026-11-06T21:05:00.000Z Anthropic IPO Valuation Talks Fall to $1.2T After AI Stock Selloff https://slicast.com/zh/article/haa80t Slicast zh-cn 2026-11-06T21:05:00.000Z Anthropic IPO 目标估值从 $1.5T 大幅下调至约 $1.2T,路演拟于 11 月 9 日当周启动 https://slicast.com/ko/article/haa80t Slicast ko 2026-11-06T21:05:00.000Z Anthropic IPO 기업가치 협상, AI 주가 급락에 1.2조 달러로 하락 https://slicast.com/article/8mlcsf Slicast en 2026-11-06T21:04:00.000Z CoreWeave Stock Gains Friday: What's Happening? https://slicast.com/zh/article/8mlcsf Slicast zh-cn 2026-11-06T21:04:00.000Z CoreWeave 周五收涨 10.83% 至 $48.39,但据报道债务 $516 亿、负自由现金流 $136.6 亿;周二发布财报 https://slicast.com/ko/article/8mlcsf Slicast ko 2026-11-06T21:04:00.000Z CoreWeave 주가 금요일 상승: 무슨 일이 있었나? https://slicast.com/article/3ird0k Slicast en 2026-11-06T21:03:00.000Z Google Plans $17 Billion Wyoming Data Center; Google Takes Over Wyoming Data Center That Crusoe Had Pitched https://slicast.com/zh/article/3ird0k Slicast zh-cn 2026-11-06T21:03:00.000Z Google 豪掷 $170 亿接管怀俄明州数据中心,收购 Crusoe 未落地项目,承诺 100% 自付电费 + CCS https://slicast.com/ko/article/3ird0k Slicast ko 2026-11-06T21:03:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 계획… 크루소가 제안했던 와이오밍 데이터센터 인수 https://slicast.com/article/pd1rkl Slicast en 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock https://slicast.com/zh/article/pd1rkl Slicast zh-cn 2026-11-06T21:02:00.000Z 中期选举民主党大胜 — Nasdaq 100 单日暴跌 6.4%、蒸发 $2.3T,Sanders 喊话"立即全国数据中心禁令" https://slicast.com/ko/article/pd1rkl Slicast ko 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock Translation: 중간선거 대승 이후 민주당 상위 지도부, AI 인프라 확장 억제 촉구; 중간선거 충격에 AI 주식 급락 https://slicast.com/article/1q2u1m3 Slicast en 2026-11-06T21:01:00.000Z IREN Stock Rises 18% as AI Cloud Revenue Jumps 182% to $200M; Cloudflare Just Had Its "Best Quarter Ever" on the Day Tech Crashed https://slicast.com/zh/article/1q2u1m3 Slicast zh-cn 2026-11-06T21:01:00.000Z IREN Q1 FY27 财报超预期:AI 云营收暴增 182% 至 $2 亿,86% 毛利率带动板块全面反弹 https://slicast.com/ko/article/1q2u1m3 Slicast ko 2026-11-06T21:01:00.000Z IREN 주가, AI 클라우드 매출 182% 급증해 2억 달러 기록하며 18% 상승... 기술주 폭락일 Cloudflare는 "역대 최고 분기" 달성 https://slicast.com/commentary/oklo-2026-11-06 Slicast en 2026-11-06T21:00:27.972Z Oklo Surges 24% in November 2026 as Reports Cite Narrower Loss and Nuclear Sector Rebound; Wedbush Initiates with Buy https://slicast.com/zh/commentary/oklo-2026-11-06 Slicast zh-cn 2026-11-06T21:00:27.972Z Oklo（OKLO）2026年11月单日涨24%：报道援引亏损收窄及核能板块反弹，Wedbush启动买入覆盖 https://slicast.com/commentary/applied-digital-2026-11-06 Slicast en 2026-11-06T20:22:05.542Z Applied Digital (APLD) Financing Squeeze and Stock Volatility, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-06 Slicast zh-cn 2026-11-06T20:22:05.542Z Applied Digital（APLD）：融资压力与股价震荡，2026年11月 https://slicast.com/brief/2026-11-07 Slicast en 2026-11-06T20:08:14.865Z Latest AI Infrastructure News: November 7, 2026 https://slicast.com/zh/brief/2026-11-07 Slicast zh-cn 2026-11-06T20:08:14.865Z AI 基础设施新闻早报 · 2026年11月7日 https://slicast.com/ko/brief/2026-11-07 Slicast ko 2026-11-06T20:08:14.865Z 최신 AI 인프라 뉴스 · 2026년 11월 7일 https://slicast.com/article/s4bfho Slicast en 2026-11-06T19:40:07.000Z Brookfield (BAM) has posted the transcript of its Q3 2026 earnings call. https://slicast.com/zh/article/s4bfho Slicast zh-cn 2026-11-06T19:40:07.000Z Brookfield（BAM）已发布其2026年第三季度财报电话会议的文字实录。 https://slicast.com/ko/article/s4bfho Slicast ko 2026-11-06T19:40:07.000Z Brookfield(BAM)가 2026년 3분기 실적 발표 콜의 녹취록을 공개했습니다. https://slicast.com/article/1bvnbmj Slicast en 2026-11-06T19:08:04.000Z Crusoe has handed Google a pre-developed AI data center site in Wyoming. https://slicast.com/zh/article/1bvnbmj Slicast zh-cn 2026-11-06T19:08:04.000Z Crusoe已将一处经过前期开发的AI数据中心选址交付给谷歌，地点位于怀俄明州。 https://slicast.com/ko/article/1bvnbmj Slicast ko 2026-11-06T19:08:04.000Z Crusoe가 Google에 와이오밍주의 사전 개발된 AI 데이터센터 부지를 넘겼다. https://slicast.com/article/fquk3g Slicast en 2026-11-06T19:07:41.000Z According to The New York Times, old, polluting jet engines are being scavenged and repurposed to generate power for data centers. https://slicast.com/zh/article/fquk3g Slicast zh-cn 2026-11-06T19:07:41.000Z 据《纽约时报》报道，老旧、高污染的喷气发动机正被回收拆解，用于为数据中心发电。 https://slicast.com/ko/article/fquk3g Slicast ko 2026-11-06T19:07:41.000Z 뉴욕타임스에 따르면, 오래되고 공해를 유발하는 제트 엔진을 회수해 데이터센터에 전력을 공급하는 용도로 개조하는 사례가 늘고 있다. https://slicast.com/article/160mu0g Slicast en 2026-11-06T19:02:25.000Z Crusoe Announces Wyoming Data Center Campus Update https://slicast.com/zh/article/160mu0g Slicast zh-cn 2026-11-06T19:02:25.000Z Crusoe宣布怀俄明州数据中心园区最新进展 https://slicast.com/ko/article/160mu0g Slicast ko 2026-11-06T19:02:25.000Z Crusoe, 와이오밍 데이터센터 캠퍼스 업데이트 발표 https://slicast.com/article/12nncwb Slicast en 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar says the data-center buildout will continue after the US midterm elections. https://slicast.com/zh/article/12nncwb Slicast zh-cn 2026-11-06T18:51:04.000Z OpenAI首席财务官Sarah Friar表示，美国中期选举之后，数据中心建设将继续推进。 https://slicast.com/ko/article/12nncwb Slicast ko 2026-11-06T18:51:04.000Z OpenAI CFO Sarah Friar는 미국 중간선거 이후에도 데이터센터 구축이 계속될 것이라고 말했다. https://slicast.com/article/1y5u239 Slicast en 2026-11-06T18:32:59.000Z Core Scientific has sold 816 BTC and now holds just 32 BTC as it accelerates its AI pivot. https://slicast.com/zh/article/1y5u239 Slicast zh-cn 2026-11-06T18:32:59.000Z Core Scientific已出售816枚比特币，目前仅持有32枚，其向AI基础设施转型的步伐正在加快。 https://slicast.com/ko/article/1y5u239 Slicast ko 2026-11-06T18:32:59.000Z Core Scientific가 816 BTC를 매각하고 현재 32 BTC만 보유하고 있으며, AI 전환을 가속하고 있습니다. https://slicast.com/article/1506skc Slicast en 2026-11-06T18:23:03.000Z AWS has added NVIDIA GPU partitioning to SageMaker inference endpoints. https://slicast.com/zh/article/1506skc Slicast zh-cn 2026-11-06T18:23:03.000Z AWS已为SageMaker推理端点加入英伟达图形处理器分区功能。 https://slicast.com/ko/article/1506skc Slicast ko 2026-11-06T18:23:03.000Z AWS가 SageMaker 추론 엔드포인트에 NVIDIA GPU 파티셔닝 기능을 추가했다. https://slicast.com/article/17jxgiv Slicast en 2026-11-06T18:00:00.000Z Duke Energy says it will stay the course on its data-center-driven growth plan after the 'historic' election, with its large-load pipeline of 15.4 GW virtually unchanged since the first quarter of 202 https://slicast.com/zh/article/17jxgiv Slicast zh-cn 2026-11-06T18:00:00.000Z 杜克能源表示，在历史性选举之后，其数据中心驱动的增长计划保持不变：大负荷项目储备自2026年第一季度以来基本维持在15.4吉瓦，同时推进1030亿美元的投资计划。 https://slicast.com/ko/article/17jxgiv Slicast ko 2026-11-06T18:00:00.000Z Duke Energy는 '역사적인' 선거 이후에도 데이터센터 중심 성장 계획을 유지하겠다고 밝혔다. 2026년 1분기 이후 15.4GW 규모의 대형 부하 파이프라인은 사실상 변동이 없으며, 회사는 1,030억 달러 규모의 투자 계획을 추진하고 있다. https://slicast.com/article/nteidi Slicast en 2026-11-06T17:39:00.000Z OpenAI is rebranding data centers as 'compute campuses' and promising local benefits to win over opponents. https://slicast.com/zh/article/nteidi Slicast zh-cn 2026-11-06T17:39:00.000Z OpenAI正将数据中心改称为“compute campuses”，并承诺为当地带来收益，以争取反对者的支持。 https://slicast.com/ko/article/nteidi Slicast ko 2026-11-06T17:39:00.000Z OpenAI는 데이터센터를 '컴퓨팅 캠퍼스'로 재브랜딩하며, 반대 여론을 누그러뜨리기 위해 지역 사회에 대한 혜택을 약속하고 있다. https://slicast.com/article/mdgr2l Slicast en 2026-11-06T17:36:43.000Z Data Center Fire Suppression Systems Market Size, Share & https://slicast.com/zh/article/mdgr2l Slicast zh-cn 2026-11-06T17:36:43.000Z 数据中心消防抑制系统市场规模、份额与…… https://slicast.com/article/n0xvlj Slicast en 2026-11-06T17:36:43.000Z Data Center Fire Suppression Systems Market Size, Share & https://slicast.com/zh/article/n0xvlj Slicast zh-cn 2026-11-06T17:36:43.000Z 数据中心消防抑制系统市场规模、份额与…… https://slicast.com/ko/article/n0xvlj Slicast ko 2026-11-06T17:36:43.000Z 데이터센터 화재 진압 시스템 시장 규모, 점유율 및 https://slicast.com/article/1v1f6yd Slicast en 2026-11-06T17:34:34.000Z Musk's firm SpaceXAI plans a data center in Arizona that the company says will reach 6 GW of capacity, with construction possibly starting in March 2027. https://slicast.com/zh/article/1v1f6yd Slicast zh-cn 2026-11-06T17:34:34.000Z 马斯克旗下公司SpaceXAI计划在亚利桑那州建设一座数据中心，公司称其容量将达到6吉瓦，施工或最早于2027年3月开始。 https://slicast.com/ko/article/1v1f6yd Slicast ko 2026-11-06T17:34:34.000Z 머스크의 기업 SpaceXAI는 아리조나주에 데이터센터를 건설할 계획이며, 회사는 이 시설의 용량이 6GW에 이를 것이라고 밝혔습니다. 공사는 2027년 3월에 시작될 수도 있습니다. https://slicast.com/article/1t7rua Slicast en 2026-11-06T17:34:00.000Z Vistra posted record Q3 2026 adjusted EBITDA of $2.38 billion, introduced 2027 guidance of $7.7–$8.5 billion, and set a target of $24 FCF per share by 2030. https://slicast.com/zh/article/1t7rua Slicast zh-cn 2026-11-06T17:34:00.000Z Vistra公布2026年第三季度调整后息税折旧摊销前利润创纪录达23.8亿美元，给出2027年指引为77亿至85亿美元，并设定2030年每股自由现金流24美元的目标。 https://slicast.com/ko/article/1t7rua Slicast ko 2026-11-06T17:34:00.000Z Vistra, 2026년 3분기 조정 EBITDA 23억 8천만 달러로 사상 최고치를 기록했으며, 2027년 가이던스로 77억~85억 달러를 제시하고 2030년까지 주당 잉여현금흐름(FCF) 24달러를 목표로 설정했다. https://slicast.com/article/1hw565k Slicast en 2026-11-06T17:13:26.000Z Lumai is testing optical AI servers in a UK lab to see whether shifting inference prefill work off GPUs can ease data-center power constraints. https://slicast.com/zh/article/1hw565k Slicast zh-cn 2026-11-06T17:13:26.000Z Lumai正在英国实验室测试光学AI服务器，以验证将推理预填充任务从图形处理器上转移出去，能否缓解数据中心的电力限制。 https://slicast.com/ko/article/1hw565k Slicast ko 2026-11-06T17:13:26.000Z Lumai는 영국 연구소에서 광학 AI 서버를 시험하며, 추론의 프리필(prefill) 작업을 GPU에서 분리하는 방식이 데이터센터의 전력 제약을 완화할 수 있는지 검증하고 있다. https://slicast.com/article/1z03h2o Slicast en 2026-11-06T17:02:24.000Z According to CNBC, CoreWeave's bond yield has climbed above 16%, making the AI 'credit card' more expensive for neoclouds. https://slicast.com/zh/article/1z03h2o Slicast zh-cn 2026-11-06T17:02:24.000Z 据CNBC报道，CoreWeave的债券收益率已突破16%，AI基础设施的‘信用卡’式融资成本正在攀升。 https://slicast.com/ko/article/1z03h2o Slicast ko 2026-11-06T17:02:24.000Z CNBC에 따르면 CoreWeave의 채권 수익률이 16%를 넘어서며, 신흥 클라우드 기업(neocloud)들에게 AI '신용카드'의 비용이 더 높아졌다. https://slicast.com/article/10ihk5j Slicast en 2026-11-06T16:41:46.000Z VAST Data says it has more than $10 billion in AI infrastructure commitments from 14 customers. https://slicast.com/zh/article/10ihk5j Slicast zh-cn 2026-11-06T16:41:46.000Z VAST Data称，其已从14家客户处获得超过100亿美元的AI基础设施承诺。 https://slicast.com/ko/article/10ihk5j Slicast ko 2026-11-06T16:41:46.000Z VAST Data는 14개 고객으로부터 100억 달러 이상의 AI 인프라 계약을 확보했다고 밝혔다. https://slicast.com/article/df7rj6 Slicast en 2026-11-06T16:24:19.000Z KuCoin reports that OpenAI and Anthropic will capture 25–40% of global new AI compute in 2027. https://slicast.com/zh/article/df7rj6 Slicast zh-cn 2026-11-06T16:24:19.000Z KuCoin报道称，OpenAI和Anthropic将在2027年占据全球新增人工智能算力的25%至40%。 https://slicast.com/ko/article/df7rj6 Slicast ko 2026-11-06T16:24:19.000Z KuCoin은 2027년 전 세계 신규 AI 컴퓨팅의 25~40%를 OpenAI와 Anthropic이 차지할 것이라고 발표했다. https://slicast.com/article/abgq2f Slicast en 2026-11-06T16:22:53.000Z Record bookings are supporting a third raise to Equinix's 2026 outlook, according to ad-hoc-news.de. https://slicast.com/zh/article/abgq2f Slicast zh-cn 2026-11-06T16:22:53.000Z 据ad-hoc-news.de报道，创纪录的订单量支撑Equinix第三次上调2026年业绩指引。 https://slicast.com/ko/article/abgq2f Slicast ko 2026-11-06T16:22:53.000Z 기록적인 수주 실적에 힘입어 ad-hoc-news.de에 따르면 Equinix가 2026년 전망치를 세 번째로 상향 조정했다. https://slicast.com/article/abqi9m Slicast en 2026-11-06T16:20:31.000Z Investors are reacting to Black Hills' strong earnings and a Google data center deal, according to Simply Wall St. https://slicast.com/zh/article/abqi9m Slicast zh-cn 2026-11-06T16:20:31.000Z 据Simply Wall St报道，投资者正对Black Hills的强劲财报及其与谷歌的数据中心协议作出反应。 https://slicast.com/ko/article/abqi9m Slicast ko 2026-11-06T16:20:31.000Z Simply Wall St에 따르면, 투자자들은 Black Hills의 견조한 실적과 Google 데이터센터 계약에 반응하고 있다. https://slicast.com/article/goycwh Slicast en 2026-11-06T16:12:58.000Z CBS News reports that connecting data centers to Illinois' electrical grid is estimated to cost ComEd more than $3 billion. https://slicast.com/zh/article/goycwh Slicast zh-cn 2026-11-06T16:12:58.000Z CBS News报道，ComEd为将数据中心接入伊利诺伊州电网，预计需要承担超过30亿美元的成本。 https://slicast.com/ko/article/goycwh Slicast ko 2026-11-06T16:12:58.000Z CBS News는 일리노이주 전력망에 데이터센터를 연결하는 데 ComEd가 30억 달러 이상을 부담하게 될 것으로 추정된다고 보도했다. https://slicast.com/article/11kjc1o Slicast en 2026-11-06T16:10:36.000Z Sempra expects a 20% increase to Oncor's capital plan, driven by load growth, and CEO Allen Nye said 'it's too soon to tell exactly' how the midterm elections will affect the utility. https://slicast.com/zh/article/11kjc1o Slicast zh-cn 2026-11-06T16:10:36.000Z Sempra预计，受负载增长驱动，Oncor的资本支出计划将增加20%；首席执行官Allen Nye表示，目前还很难准确判断中期选举结果将如何影响Oncor。 https://slicast.com/ko/article/11kjc1o Slicast ko 2026-11-06T16:10:36.000Z Sempra는 부하 증가에 따라 Oncor의 자본 계획이 20% 늘어날 것으로 예상하고 있으며, Allen Nye 최고경영자(CEO)는 중간선거가 해당 유틸리티에 미칠 영향에 대해 "정확히 말하기에는 아직 이르다"고 밝혔다. https://slicast.com/article/1hgmr6x Slicast en 2026-11-06T16:07:30.000Z Citrini says AI capex growth may have peaked, even as hyperscaler spending nears $1 trillion, according to tokenpost. https://slicast.com/zh/article/1hgmr6x Slicast zh-cn 2026-11-06T16:07:30.000Z 据tokenpost报道，Citrini认为人工智能资本支出增速可能已经见顶，而超大规模云服务商的支出已接近1万亿美元。 https://slicast.com/ko/article/1hgmr6x Slicast ko 2026-11-06T16:07:30.000Z Citrini는 AI 설비투자 증가세가 정점을 찍었을 수 있다고 말했으며, 이는 하이퍼스케일러 지출이 1조 달러에 육박하는 상황에서 나온 것이라고 tokenpost가 보도했다. https://slicast.com/article/169feio Slicast en 2026-11-06T16:05:00.000Z Oklo shares jumped 19% on a narrower-than-expected loss, while NuScale Power rose 15% and Nano Nuclear Energy rose 9% as nuclear stocks rebounded. https://slicast.com/zh/article/169feio Slicast zh-cn 2026-11-06T16:05:00.000Z Oklo股价因亏损收窄好于预期上涨19%，NuScale Power上涨15%，Nano Nuclear Energy上涨9%，核能概念股整体反弹。 https://slicast.com/ko/article/169feio Slicast ko 2026-11-06T16:05:00.000Z Oklo 주가는 예상보다 작은 손실을 기록하면서 19% 급등했으며, NuScale Power는 15%, Nano Nuclear Energy는 9% 상승하는 등 원자력 관련주가 반등했다. https://slicast.com/article/8h4lzi Slicast en 2026-11-06T16:00:35.000Z How NVIDIA Open Source Tools Are Helping Researchers Build Next-Generation 6G Networks https://slicast.com/zh/article/8h4lzi Slicast zh-cn 2026-11-06T16:00:35.000Z NVIDIA开源工具如何助力研究人员构建下一代6G网络 https://slicast.com/article/189uoig Slicast en 2026-11-06T15:59:50.000Z Fortinet is expanding its AI security offering through Equinix, according to ad-hoc-news.de. https://slicast.com/zh/article/189uoig Slicast zh-cn 2026-11-06T15:59:50.000Z 据ad-hoc-news.de报道，Fortinet正通过Equinix扩大其人工智能安全业务的覆盖范围。 https://slicast.com/ko/article/189uoig Slicast ko 2026-11-06T15:59:50.000Z Fortinet은 ad-hoc-news.de에 따르면 Equinix를 통해 AI 보안 서비스를 확대하고 있다. https://slicast.com/article/11e1oxy Slicast en 2026-11-06T15:38:38.000Z Global Copper in Data Centers Market Size, Share, and https://slicast.com/zh/article/11e1oxy Slicast zh-cn 2026-11-06T15:38:38.000Z 全球数据中心铜材市场规模、份额及…… https://slicast.com/ko/article/11e1oxy Slicast ko 2026-11-06T15:38:38.000Z 데이터 센터 내 글로벌 구리 시장 규모, 점유율 및 https://slicast.com/article/rqgc2h Slicast en 2026-11-06T15:33:00.000Z Stop Dirty Data Centres has called two days of 'days of action' protests across Europe, following anti-data center midterm campaigns in the US. https://slicast.com/zh/article/rqgc2h Slicast zh-cn 2026-11-06T15:33:00.000Z Stop Dirty Data Centres发起为期两天的欧洲范围“行动日”抗议，此前美国期中选举中已出现反数据中心的议题。 https://slicast.com/ko/article/rqgc2h Slicast ko 2026-11-06T15:33:00.000Z Stop Dirty Data Centres는 미국의 데이터센터 반대 중간선거 운동에 이어, 유럽 전역에서 이틀간의 '행동의 날' 시위를 주최한다고 발표했다. https://slicast.com/article/s9dyqc Slicast en 2026-11-06T15:31:41.000Z ING Bank is looking to sell $500m of data center loans at once, including loans tied to the Stargate site, in what Data Center Dynamics describes as a wobbly market. https://slicast.com/zh/article/s9dyqc Slicast zh-cn 2026-11-06T15:31:41.000Z ING Bank正寻求一次性出售5亿美元数据中心贷款，其中包括与Stargate站点相关的贷款，市场环境被描述为动荡不稳。 https://slicast.com/ko/article/s9dyqc Slicast ko 2026-11-06T15:31:41.000Z ING Bank은 Stargate 사이트와 관련된 대출을 포함해 데이터센터 대출 5억 달러어치를 한꺼번에 매각하려 하고 있으며, Data Center Dynamics는 이를 불안정한 시장 상황으로 묘사했다. https://slicast.com/article/zfaog5 Slicast en 2026-11-06T15:15:00.000Z The Register reports that the DoJ's 'Super Intelligence Task Force' is up and running, tasked with countering anyone who wishes to undermine US AI supremacy. https://slicast.com/zh/article/zfaog5 Slicast zh-cn 2026-11-06T15:15:00.000Z 据The Register报道，美国司法部的“Super Intelligence Task Force”已正式运作，负责应对任何阻挠美国人工智能霸主地位的行为。 https://slicast.com/ko/article/zfaog5 Slicast ko 2026-11-06T15:15:00.000Z The Register는 법무부(DoJ)의 'Super Intelligence Task Force'가 가동을 시작했으며, 미국의 AI 우위를 약화시키려는 모든 세력에 대응하는 임무를 맡았다고 보도했다. https://slicast.com/article/1xjnkre Slicast en 2026-11-06T15:13:00.000Z More than 100 protesters broke into a Microsoft data center construction site in Amsterdam, protesting water use, AI and ties to Israel. https://slicast.com/zh/article/1xjnkre Slicast zh-cn 2026-11-06T15:13:00.000Z 100多名抗议者闯入微软位于阿姆斯特丹的数据中心建设工地，抗议用水、人工智能以及该公司与以色列的关联。 https://slicast.com/ko/article/1xjnkre Slicast ko 2026-11-06T15:13:00.000Z 암스테르담의 Microsoft 데이터센터 건설 현장에 100여 명의 시위대가 침입했다. 이들은 물 사용, AI, 이스라엘과의 관계에 항의하고 있다. https://slicast.com/article/16ussr0 Slicast en 2026-11-06T15:12:51.000Z Ad-hoc-news reports that GE Vernova faces fresh risk from US data-center reviews, though the snippet does not specify the scope of those reviews. https://slicast.com/zh/article/16ussr0 Slicast zh-cn 2026-11-06T15:12:51.000Z 据ad-hoc-news.de报道，GE Vernova面临美国数据中心审查带来的新增风险，但摘要未说明审查的具体范围。 https://slicast.com/ko/article/16ussr0 Slicast ko 2026-11-06T15:12:51.000Z GE Vernova는 미국 데이터센터 검토로 인해 새로운 리스크에 직면해 있다고 Ad-hoc-news가 보도했다. 다만 해당 기사에는 검토의 범위가 명시되어 있지 않다. https://slicast.com/article/1rbabqf Slicast en 2026-11-06T15:08:00.000Z Nvidia is providing billions of dollars to expand advanced AI chip-packaging capacity at a Taiwanese supplier, according to The Times of India. https://slicast.com/zh/article/1rbabqf Slicast zh-cn 2026-11-06T15:08:00.000Z 据The Times of India报道，Nvidia正投入数十亿美元，扩大一家台湾供应商的先进人工智能芯片封装产能。 https://slicast.com/ko/article/1rbabqf Slicast ko 2026-11-06T15:08:00.000Z Nvidia는 Times of India 보도에 따르면 대만 공급업체의 첨단 AI 칩 패키징 생산능력 확충을 위해 수십억 달러를 지원하고 있다. https://slicast.com/article/14445vv Slicast en 2026-11-06T15:02:30.000Z Data Center Frontier, via DCF Global, examines what it calls Britain's new 'bargain' with the AI data center industry. https://slicast.com/zh/article/14445vv Slicast zh-cn 2026-11-06T15:02:30.000Z Data Center Frontier旗下DCF Global分析了英国与人工智能数据中心行业之间所谓的新“互利安排”。 https://slicast.com/ko/article/14445vv Slicast ko 2026-11-06T15:02:30.000Z Data Center Frontier(DCF Global 제공)는 영국이 AI 데이터센터 산업과 맺은 새로운 '거래(bargain)'의 의미를 분석한다. https://slicast.com/article/1b9qqn5 Slicast en 2026-11-06T14:56:59.000Z Bloomberg reports that Nvidia's AI chip exports are emerging as a target for Democrats in Congress. https://slicast.com/zh/article/1b9qqn5 Slicast zh-cn 2026-11-06T14:56:59.000Z 据彭博社报道，Nvidia的人工智能芯片出口正成为美国国会民主党人的审查对象。 https://slicast.com/ko/article/1b9qqn5 Slicast ko 2026-11-06T14:56:59.000Z Bloomberg는 엔비디아의 AI 칩 수출이 의회 민주당의 новых 공격 대상으로 떠오르고 있다고 보도했다. Wait, I must correct that: the output above contains a Cyrillic word and is wrong. Here is the correct translation: Bloomberg는 엔비디아의 AI https://slicast.com/article/mit974 Slicast en 2026-11-06T14:56:32.000Z NASK has fleshed out plans for Poland's National Data Processing Center, where the first phase will now require up to 15MW of power. https://slicast.com/zh/article/mit974 Slicast zh-cn 2026-11-06T14:56:32.000Z NASK已细化波兰国家数据处理中心的规划，其一期工程目前需要高达15MW的电力。 https://slicast.com/ko/article/mit974 Slicast ko 2026-11-06T14:56:32.000Z NASK는 폴란드 국가데이터처리센터에 대한 계획을 구체화했으며, 1단계에는 최대 15MW의 전력이 필요할 것으로 보입니다. https://slicast.com/article/1iywd7o Slicast en 2026-11-06T14:51:44.000Z Space-Based Solar Power (SBSP) Market Size, Share, Growth, https://slicast.com/zh/article/1iywd7o Slicast zh-cn 2026-11-06T14:51:44.000Z 天基太阳能发电（SBSP）市场规模、份额、增长…… https://slicast.com/article/9joolx Slicast en 2026-11-06T14:50:38.000Z DTE Energy has raised its five-year utility investment plan to $44bn, an increase of almost $10bn, and cites data center demand as the driver. https://slicast.com/zh/article/9joolx Slicast zh-cn 2026-11-06T14:50:38.000Z DTE Energy将其五年期公用事业投资计划上调至440亿美元，增加近100亿美元，并将数据中心需求列为主要原因。 https://slicast.com/ko/article/9joolx Slicast ko 2026-11-06T14:50:38.000Z DTE Energy가 5개년 공익사업 투자 계획을 440억 달러로 상향 조정했다고 밝혔으며, 이는 약 100억 달러 증가한 규모다. 회사는 데이터센터 수요를 주요 동인으로 꼽았다. https://slicast.com/article/1hy7qir Slicast en 2026-11-06T14:41:39.000Z Global Data Center Processor Market Size, Share, Trends, https://slicast.com/zh/article/1hy7qir Slicast zh-cn 2026-11-06T14:41:39.000Z 全球数据中心处理器市场规模、份额、趋势…… https://slicast.com/article/1ov6pdz Slicast en 2026-11-06T14:41:39.000Z Global Data Center Processor Market Size, Share, Trends, https://slicast.com/zh/article/1ov6pdz Slicast zh-cn 2026-11-06T14:41:39.000Z 全球数据中心处理器市场规模、份额、趋势…… https://slicast.com/ko/article/1ov6pdz Slicast ko 2026-11-06T14:41:39.000Z 글로벌 데이터센터 프로세서 시장 규모, 점유율, 동향, https://slicast.com/article/1qooz9r Slicast en 2026-11-06T14:36:39.000Z China Data Center Router Market Report: Trends and Forecast https://slicast.com/zh/article/1qooz9r Slicast zh-cn 2026-11-06T14:36:39.000Z 中国数据中心路由器市场报告:趋势与预测 https://slicast.com/ko/article/1qooz9r Slicast ko 2026-11-06T14:36:39.000Z 중국 데이터센터 라우터 시장 보고서: 동향 및 전망 https://slicast.com/article/1thavcb Slicast en 2026-11-06T14:23:36.000Z Alphabet has built a stake in Qualcomm (QCOM) worth $548 million, which TipRanks reports is intended to back its AI data center push. https://slicast.com/zh/article/1thavcb Slicast zh-cn 2026-11-06T14:23:36.000Z Alphabet已持有价值5.48亿美元的高通股票（QCOM），据报道此举旨在支持其人工智能数据中心扩张。 https://slicast.com/ko/article/1thavcb Slicast ko 2026-11-06T14:23:36.000Z Alphabet은 Qualcomm(QCOM)에 5억 4,800만 달러 규모의 지분을 확보한 것으로 나타났으며, TipRanks는 이번 투자가 AI 데이터센터 확대를 뒷받침하기 위한 것이라고 보도했다. https://slicast.com/article/11vyafi Slicast en 2026-11-06T14:18:16.000Z Core Scientific and IREN both plan to be largely out of bitcoin mining by year-end as they shift capacity to AI hosting. https://slicast.com/zh/article/11vyafi Slicast zh-cn 2026-11-06T14:18:16.000Z Core Scientific与IREN均计划在年底前基本退出比特币挖矿，将产能转向人工智能托管业务。 https://slicast.com/ko/article/11vyafi Slicast ko 2026-11-06T14:18:16.000Z Core Scientific와 IREN은 모두 AI 호스팅으로 용량을 전환하면서 연말까지 비트코인 채굴 사업을 대부분 정리할 계획이다. https://slicast.com/article/1d70gn6 Slicast en 2026-11-06T14:15:24.000Z DTE Energy is expanding its investment plan by 30% and selling its unregulated subsidiary DTE Vantage in a $3 billion deal to fund growth, with CEO Joi Harris saying the company is becoming 'a higher https://slicast.com/zh/article/1d70gn6 Slicast zh-cn 2026-11-06T14:15:24.000Z DTE Energy将投资计划扩大30%，并以30亿美元出售非受监管子公司DTE Vantage，为增长提供资金；该公司首席执行官表示，DTE正转变为「优质高增长公用事业公司」和「业务更简单的公司」。 https://slicast.com/ko/article/1d70gn6 Slicast ko 2026-11-06T14:15:24.000Z DTE Energy는 성장 자금 마련을 위해 30% 규모로 투자 계획을 확대하고, 비규제 자회사 DTE Vantage를 30억 달러 규모 거래로 매각한다. 조이 해리스(Joi Harris) CEO는 회사가 "더 높은 성장 프리미엄을 누리는 유틸리티"이자 "더 단순한 사업"으로 전환하고 있다고 밝혔다. https://slicast.com/article/9dt003 Slicast en 2026-11-06T14:15:00.000Z Jensen Huang says Nvidia's next-generation Vera Rubin chips will generate $40 billion in revenue per gigawatt, up from $25 billion for Grace Blackwell. https://slicast.com/zh/article/9dt003 Slicast zh-cn 2026-11-06T14:15:00.000Z 黄仁勋表示，英伟达下一代Vera Rubin芯片每吉瓦可产生400亿美元营收，高于Grace Blackwell的250亿美元。 https://slicast.com/ko/article/9dt003 Slicast ko 2026-11-06T14:15:00.000Z Jensen Huang은 Nvidia의 차세대 Vera Rubin 칩이 기가와트당 400억 달러의 매출을 creating할 것이라고 말했으며, 이는 Grace Blackwell의 250억 달러에서 증가한 수치라고 밝혔다. Wait, I need to correct that: I accidentally wrote an English word and miss https://slicast.com/article/1yqh67f Slicast en 2026-11-06T14:13:37.000Z TrendForce highlights 14x HBM capacity and 3.2TB per XPU as new approaches to the AI memory wall. https://slicast.com/zh/article/1yqh67f Slicast zh-cn 2026-11-06T14:13:37.000Z TrendForce报告称，新方案可将高带宽内存容量提升至14倍，并使每颗加速芯片的内存容量达到3.2TB，以应对人工智能的内存墙问题。 https://slicast.com/ko/article/1yqh67f Slicast ko 2026-11-06T14:13:37.000Z TrendForce, AI 메모리 장벽을 해결하기 위한 새로운 접근법으로 HBM 용량 14배 확대와 XPU당 3.2TB 제시 https://slicast.com/article/129bvas Slicast en 2026-11-06T14:09:46.000Z OpenAI has set a 'community compact' for its future compute campuses, a framework for how the sites will engage the local communities that host them. https://slicast.com/zh/article/129bvas Slicast zh-cn 2026-11-06T14:09:46.000Z OpenAI为其未来的计算园区制定了「社区公约」，规范园区与所在社区的互动方式。 https://slicast.com/ko/article/129bvas Slicast ko 2026-11-06T14:09:46.000Z OpenAI는 향후 컴퓨팅 캠퍼스를 위한 '커뮤니티 협약(community compact)'을 마련했으며, 이는 해당 시설이 지역 사회와 어떻게 소통하고 협력할지에 대한 틀이다. https://slicast.com/article/dcx221 Slicast en 2026-11-06T14:08:00.000Z Almost 600,000 Nvidia H200 chips are reportedly stranded in Hong Kong as Chinese authorities stall import approvals, with only limited quantities cleared for some companies. https://slicast.com/zh/article/dcx221 Slicast zh-cn 2026-11-06T14:08:00.000Z 据报道，近60万颗英伟达H200芯片滞留在香港，原因是中国政府拖延进口审批；部分企业仅获得有限数量，大批量货运仍处于停滞状态。 https://slicast.com/ko/article/dcx221 Slicast ko 2026-11-06T14:08:00.000Z 거래 보도에 따르면 중국 당국이 수입 승인을 지연하면서 약 60만 개의 Nvidia H200 칩이 홍콩에 발이 묶여 있으며, 일부 기업에만 제한된 물량이 통관된 것으로 전해졌다. https://slicast.com/article/mc78m1 Slicast en 2026-11-06T14:00:00.000Z GlobalFoundries detailed its FDX Fusion technology, which it says delivers 7nm-class performance and 8nm-class logic density without EUV tools using planar FD-SOI transistors, with high-volume manufac https://slicast.com/zh/article/mc78m1 Slicast zh-cn 2026-11-06T14:00:00.000Z 格芯披露了其FDX Fusion技术细节，称该技术无需极紫外光刻设备即可实现7纳米级性能和8纳米级逻辑密度，采用平面全耗尽绝缘体上硅晶体管，目标于2030年实现大规模量产。 https://slicast.com/ko/article/mc78m1 Slicast ko 2026-11-06T14:00:00.000Z GlobalFoundries는 FDX Fusion 기술을 상세히 공개했습니다. 이 기술은 평면형 FD-SOI 트랜지스터를 사용해 EUV 장비 없이도 7nm급 성능과 8nm급 로직 집적도를 구현한다고 밝혔으며, 2030년 대량 생산을 목표로 하고 있습니다. https://slicast.com/article/15n80it Slicast en 2026-11-06T13:59:09.000Z Protesters stormed a Microsoft AI data center construction site, and the Stop Dirty Data Centers coalition says more actions are planned. https://slicast.com/zh/article/15n80it Slicast zh-cn 2026-11-06T13:59:09.000Z 抗议者冲入微软人工智能数据中心建设工地，「Stop Dirty Data Centers」联盟表示还将采取更多行动。 https://slicast.com/ko/article/15n80it Slicast ko 2026-11-06T13:59:09.000Z 시위대가 Microsoft AI 데이터센터 건설 현장에 난입했으며, Stop Dirty Data Centers 연합은 추가 행동이 계획되어 있다고 밝혔다. https://slicast.com/article/p45z7z Slicast en 2026-11-06T13:51:00.000Z OpenAI says it will pay for the power its data centers consume, after the election backlash. https://slicast.com/zh/article/p45z7z Slicast zh-cn 2026-11-06T13:51:00.000Z OpenAI表示，在选举引发的反对声浪之后，将自行承担其数据中心的电力费用。 https://slicast.com/ko/article/p45z7z Slicast ko 2026-11-06T13:51:00.000Z OpenAI는 선거 이후 거세진 반발에 따라 자사 데이터센터가 소비하는 전력 비용을 직접 부담하겠다고 밝혔다. https://slicast.com/article/127wnsw Slicast en 2026-11-06T13:49:33.000Z Nvidia is requiring Southeast Asian cloud providers seeking Nvidia Cloud Partner status to enroll in its Fleet Intelligence tracking program, as scrutiny grows over Chinese chip smuggling. https://slicast.com/zh/article/127wnsw Slicast zh-cn 2026-11-06T13:49:33.000Z 英伟达要求申请成为Nvidia Cloud Partner的东南亚云服务商加入其Fleet Intelligence追踪计划，此举源于外界对中国芯片走私问题的关注增加。 https://slicast.com/ko/article/127wnsw Slicast ko 2026-11-06T13:49:33.000Z Nvidia는 동남아시아 클라우드 사업자가 Nvidia Cloud Partner 지위를 신청하려면 Fleet Intelligence 추적 프로그램에 등록하도록 요구하고 있으며, 중국의 반도체 밀수에 대한 감시도 강화되고 있다. https://slicast.com/article/6bar9w Slicast en 2026-11-06T13:40:00.000Z TeraWulf's bitcoin mining revenue fell 69% as its HPC leasing surged amid the Anthropic buildout. https://slicast.com/zh/article/6bar9w Slicast zh-cn 2026-11-06T13:40:00.000Z TeraWulf的比特币挖矿收入下降69%，同时其高性能计算租赁业务随Anthropic扩建而大幅增长。 https://slicast.com/ko/article/6bar9w Slicast ko 2026-11-06T13:40:00.000Z TeraWulf의 비트코인 채굴 매출은 69% 감소했으며, Anthropic 인프라 구축에 힘입어 HPC 임대 사업은 급증했다. https://slicast.com/article/t5nohy Slicast en 2026-11-06T13:35:16.000Z Six pallets of Nvidia GPUs worth $11.4 million were stolen in a cargo heist in California. https://slicast.com/zh/article/t5nohy Slicast zh-cn 2026-11-06T13:35:16.000Z 加利福尼亚州一起货运抢劫案中，价值1140万美元的六托盘英伟达图形处理器被盗。 https://slicast.com/ko/article/t5nohy Slicast ko 2026-11-06T13:35:16.000Z 캘리포니아에서 발생한 화물 절도 사건으로 시가 1,140만 달러 상당의 엔비디아 GPU 여섯 팔레트가 도난당했다. https://slicast.com/article/13me0wh Slicast en 2026-11-06T13:33:16.000Z About 600,000 Nvidia H200 chips are reportedly sitting in Hong Kong while Beijing withholds import approval, according to Reuters. https://slicast.com/zh/article/13me0wh Slicast zh-cn 2026-11-06T13:33:16.000Z 据路透社报道，约60万颗英伟达H200芯片目前滞留在香港，北京方面仍未批准进口。 https://slicast.com/ko/article/13me0wh Slicast ko 2026-11-06T13:33:16.000Z Reuters 보도에 따르면, 베이징이 수입 승인을 보류하는 가운데 약 60만 개의 Nvidia H200 칩이 홍콩에 대기 중인 것으로 알려졌다. https://slicast.com/article/ua194n Slicast en 2026-11-06T13:30:47.000Z Council planners in Australia say a proposed data centre plan should receive approval. https://slicast.com/zh/article/ua194n Slicast zh-cn 2026-11-06T13:30:47.000Z 澳大利亚一地方议会的规划人员表示，一项数据中心规划方案应获批准。 https://slicast.com/ko/article/ua194n Slicast ko 2026-11-06T13:30:47.000Z 호주의 지방의회 계획 담당자들은 제안된 데이터센터 계획을 승인해야 한다고 밝혔다. https://slicast.com/article/zaab4 Slicast en 2026-11-06T13:25:48.000Z The first delivery under NTT DATA's 900 MW fuel cell supply deal with Bloom Energy is expected next year. https://slicast.com/zh/article/zaab4 Slicast zh-cn 2026-11-06T13:25:48.000Z NTT DATA与Bloom Energy签订的900 MW燃料电池供应协议，首批交付预计在明年进行。 https://slicast.com/ko/article/zaab4 Slicast ko 2026-11-06T13:25:48.000Z NTT DATA와 Bloom Energy 간 900MW 규모 연료전지 공급 계약에 따른 첫 납품은 내년으로 예정되어 있다. https://slicast.com/article/xv3de1 Slicast en 2026-11-06T13:25:00.000Z TeraWulf's Q3 revenue beat estimates, and its data center leasing share climbed to 83%. https://slicast.com/zh/article/xv3de1 Slicast zh-cn 2026-11-06T13:25:00.000Z TeraWulf第三季度营收超出市场预期，数据中心租赁业务占比升至83%。 https://slicast.com/ko/article/xv3de1 Slicast ko 2026-11-06T13:25:00.000Z TeraWulf의 3분기 매출은 추정치를 상회했으며, 데이터센터 임대 비중은 83%로 상승했다. https://slicast.com/article/18rae70 Slicast en 2026-11-06T13:24:29.000Z Agreements tied to AZAD include $112 million with GE Vernova and $90 million with Siemens. https://slicast.com/zh/article/18rae70 Slicast zh-cn 2026-11-06T13:24:29.000Z 与AZAD相关的协议包括与GE Vernova签订的1.12亿美元协议，以及与西门子签订的9000万美元协议。 https://slicast.com/ko/article/18rae70 Slicast ko 2026-11-06T13:24:29.000Z AZAD 관련 계약에는 GE Vernova와의 1억 1,200만 달러 계약과 Siemens와의 9,000만 달러 계약이 포함된다. https://slicast.com/article/1q6qw9w Slicast en 2026-11-06T13:23:51.000Z Equinix has added Fortinet's AI gateway to its Distributed AI Hub playbook. https://slicast.com/zh/article/1q6qw9w Slicast zh-cn 2026-11-06T13:23:51.000Z Equinix已将Fortinet的AI网关纳入其Distributed AI Hub方案手册。 https://slicast.com/ko/article/1q6qw9w Slicast ko 2026-11-06T13:23:51.000Z Equinix는 Distributed AI Hub 플레이북에 Fortinet의 AI 게이트웨이를 추가했다. https://slicast.com/article/hkkmi0 Slicast en 2026-11-06T13:16:11.000Z Reports say Iran-linked ships are circling subsea cables in the Middle East as Iran ramps up threats against digital infrastructure. https://slicast.com/zh/article/hkkmi0 Slicast zh-cn 2026-11-06T13:16:11.000Z 有报道称，与伊朗有关联的船只正在中东海底电缆附近徘徊，同时伊朗加大了对数字基础设施的威胁。 https://slicast.com/ko/article/hkkmi0 Slicast ko 2026-11-06T13:16:11.000Z 이란 연계 선박들이 중동 해저 케이블 주변을 맴도는 것으로 보고되고 있으며, 이란이 디지털 인프라에 대한 위협 수위를 높이고 있다. https://slicast.com/article/c5elwt Slicast en 2026-11-06T13:10:36.000Z CXMT's share fell to 9% in Q3 as Samsung ramped up aggressively, according to research. https://slicast.com/zh/article/c5elwt Slicast zh-cn 2026-11-06T13:10:36.000Z 研究机构称，三季度CXMT（长鑫存储）份额降至9%，同时三星加速扩产。 https://slicast.com/ko/article/c5elwt Slicast ko 2026-11-06T13:10:36.000Z CXMT의 점유율은 연구 결과에 따르면 삼성이 공격적으로 생산을 늘리면서 3분기에 9%로 하락했다. https://slicast.com/article/1v64tc3 Slicast en 2026-11-06T13:04:29.000Z ERCOT is probing whether Texas data centers are downsizing projects to avoid review. https://slicast.com/zh/article/1v64tc3 Slicast zh-cn 2026-11-06T13:04:29.000Z ERCOT正在调查德州数据中心是否通过缩减项目规模来规避审查。 https://slicast.com/ko/article/1v64tc3 Slicast ko 2026-11-06T13:04:29.000Z ERCOT는 텍사스 데이터센터들이 검토를 피하기 위해 프로젝트 규모를 축소하고 있는지 조사하고 있다. https://slicast.com/article/ustfv0 Slicast en 2026-11-06T13:00:52.000Z Core Scientific plans to shut down its Bitcoin mining operations even though Q3 revenue reached $233 million. https://slicast.com/zh/article/ustfv0 Slicast zh-cn 2026-11-06T13:00:52.000Z Core Scientific计划关停比特币挖矿业务，尽管其第三季度营收达到2.33亿美元。 https://slicast.com/ko/article/ustfv0 Slicast ko 2026-11-06T13:00:52.000Z Core Scientific는 3분기 매출이 2억 3,300만 달러에 달했음에도 비트코인 채굴 사업을 중단할 계획이다. https://slicast.com/article/126dekl Slicast en 2026-11-06T12:59:02.000Z Reports say Blackstone is backing $63 billion of AI financing for Anthropic. https://slicast.com/zh/article/126dekl Slicast zh-cn 2026-11-06T12:59:02.000Z 据报道，黑石集团将为Anthropic提供630亿美元的AI融资支持。 https://slicast.com/ko/article/126dekl Slicast ko 2026-11-06T12:59:02.000Z Blackstone가 Anthropic에 대한 630억 달러 규모의 AI 금융 지원을 뒷받침하는 것으로 보도되었다. https://slicast.com/article/1wg3nc7 Slicast en 2026-11-06T12:47:00.000Z A UK Home Office planning notice puts the renewal of a cloud services contract that may net AWS £1 billion at nearly twice its 2023 value. https://slicast.com/zh/article/1wg3nc7 Slicast zh-cn 2026-11-06T12:47:00.000Z 英国内政部的一份规划公告显示，其云服务合同续约金额接近2023年合同价值的两倍，AWS或可借此获得约10亿英镑。 https://slicast.com/ko/article/1wg3nc7 Slicast ko 2026-11-06T12:47:00.000Z 영국 내무부의 계획 공고에 따르면, AWS가 최대 10억 파운드를 확보할 수 있는 클라우드 서비스 계약의 갱신 규모가 2023년 가치의 거의 두 배에 달하는 것으로 나타났다. https://slicast.com/article/1kz2ruw Slicast en 2026-11-06T12:45:00.000Z Nvidia reportedly wants to repurpose more than 130 old Brightspeed telco buildings into small data centers, which Nvidia estimates could deliver up to 1GW of compute capacity. https://slicast.com/zh/article/1kz2ruw Slicast zh-cn 2026-11-06T12:45:00.000Z 据报道，英伟达希望将Brightspeed旗下130多处老旧电信设施改造为小型数据中心，英伟达估计这些设施可提供高达1GW的算力。 https://slicast.com/ko/article/1kz2ruw Slicast ko 2026-11-06T12:45:00.000Z 엔비디아는 브라이트스피드(Brightspeed)의 오래된 통신 건물 130여 곳 이상을 소규모 데이터센터로 전환할 계획인 것으로 전해졌으며, 엔비디아는 이를 통해 최대 1GW의 컴퓨팅 용량을 확보할 수 있을 것으로 추산하고 있다. https://slicast.com/article/1jgy8w3 Slicast en 2026-11-06T12:43:26.000Z PPL reported higher Q3 2026 ongoing EPS and expanded its growth outlook. https://slicast.com/zh/article/1jgy8w3 Slicast zh-cn 2026-11-06T12:43:26.000Z PPL公布2026年第三季度持续经营每股收益上升，并扩大了增长展望。 https://slicast.com/ko/article/1jgy8w3 Slicast ko 2026-11-06T12:43:26.000Z PPL, 2026년 3분기 조정 주당순이익(EPS)을 상향 발표하고 성장 전망도 확대했다. https://slicast.com/article/biwnry Slicast en 2026-11-06T12:36:33.000Z SambaNova has shipped 10,000 SN50 chips through Supermicro. https://slicast.com/zh/article/biwnry Slicast zh-cn 2026-11-06T12:36:33.000Z SambaNova已通过超微电脑（Supermicro）交付1万颗SN50芯片。 https://slicast.com/ko/article/biwnry Slicast ko 2026-11-06T12:36:33.000Z SambaNova가 Supermicro를 통해 SN50 칩 10,000개를 출하했습니다. https://slicast.com/article/1ff0grt Slicast en 2026-11-06T12:31:19.000Z Broadcom reported strong Q3 AI revenue even as its share price declined. https://slicast.com/zh/article/1ff0grt Slicast zh-cn 2026-11-06T12:31:19.000Z 博通公布强劲的第三季度AI营收，但股价却有所下跌。 https://slicast.com/ko/article/1ff0grt Slicast ko 2026-11-06T12:31:19.000Z Broadcom은 주가가 하락했음에도 불구하고 3분기 AI 매출이 견조했다고 발표했다. https://slicast.com/article/t3u33o Slicast en 2026-11-06T12:30:38.000Z Equinix says smaller data centers help limit its exposure to U.S. regulatory risk as the AI buildout faces scrutiny. https://slicast.com/zh/article/t3u33o Slicast zh-cn 2026-11-06T12:30:38.000Z Equinix表示，在AI基础设施建设面临审查之际，规模较小的数据中心有助于降低其在美国的监管风险。 https://slicast.com/ko/article/t3u33o Slicast ko 2026-11-06T12:30:38.000Z Equinix는 AI 인프라 확충이 규제 당국의 감시를 받는 가운데, 소규모 데이터센터가 미국 규제 리스크에 대한 노출을 줄이는 데 도움이 된다고 밝혔다. https://slicast.com/article/17otnzx Slicast en 2026-11-06T12:29:48.000Z Equinix has opened its sixth data center in Singapore, built for AI workloads. https://slicast.com/zh/article/17otnzx Slicast zh-cn 2026-11-06T12:29:48.000Z Equinix在新加坡开设第六座数据中心，面向AI工作负载。 https://slicast.com/ko/article/17otnzx Slicast ko 2026-11-06T12:29:48.000Z Equinix, 싱가포르에 AI 워크로드용으로 설계된 여섯 번째 데이터센터를 개소했다. https://slicast.com/article/1rdhn50 Slicast en 2026-11-06T12:12:33.000Z Broadcom's AI sales push comes with a $43 billion backstop, a new figure tied to the $63 billion AI financing structure already reported. https://slicast.com/zh/article/1rdhn50 Slicast zh-cn 2026-11-06T12:12:33.000Z 博通的AI销售推进附带一项430亿美元的兜底安排，这是与此前报道的630亿美元AI融资结构相关的新数字。 https://slicast.com/ko/article/1rdhn50 Slicast ko 2026-11-06T12:12:33.000Z Broadcom의 AI 판매 확대에는 430억 달러 규모의 지원 장치가 함께 따르며, 이는 이미 보도된 630억 달러 규모 AI 금융 구조와 연계된 새로운 수치다. https://slicast.com/article/avar44 Slicast en 2026-11-06T12:00:00.000Z Tesla unveiled an AI accelerator roadmap featuring the training-oriented Dojo D3, which could eventually go to orbital data centers, and the SI6 inference accelerator, while adopting new 'SI' branding https://slicast.com/zh/article/avar44 Slicast zh-cn 2026-11-06T12:00:00.000Z 特斯拉公布了AI加速器路线图，包括以训练为主的Dojo D3（未来可能应用于轨道数据中心）和SI6推理加速器，并采用全新的'SI'品牌，推动超级智能战略。 https://slicast.com/ko/article/avar44 Slicast ko 2026-11-06T12:00:00.000Z Tesla는 학습용 Dojo D3와 추론용 SI6 가속기를 포함한 AI 가속기 로드맵을 공개했으며, 이 가운데 Dojo D3는 향후 궤도 데이터센터에 투입될 수 있다고 밝혔다. 회사는 '초지능(Super Intelligence)' 추진의 일환으로 새로운 'SI' 브랜드를 도입했다. https://slicast.com/article/1dgyq3p Slicast en 2026-11-06T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1dgyq3p Slicast zh-cn 2026-11-06T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1dlacad Slicast en 2026-11-06T12:00:00.000Z TERAWULF INC. files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1dlacad Slicast zh-cn 2026-11-06T12:00:00.000Z TERAWULF INC. 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1pml4cs Slicast en 2026-11-06T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1pml4cs Slicast zh-cn 2026-11-06T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1qwe3a5 Slicast en 2026-11-06T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/1qwe3a5 Slicast zh-cn 2026-11-06T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/article/2tlz18 Slicast en 2026-11-06T12:00:00.000Z Oklo files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/2tlz18 Slicast zh-cn 2026-11-06T12:00:00.000Z Oklo 提交 10-Q：季度报告(10-Q) https://slicast.com/article/7y1ado Slicast en 2026-11-06T12:00:00.000Z TERAWULF INC. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/7y1ado Slicast zh-cn 2026-11-06T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/article/co0eet Slicast en 2026-11-06T12:00:00.000Z KLA CORP files 8-K: shareholder vote results, other material event https://slicast.com/zh/article/co0eet Slicast zh-cn 2026-11-06T12:00:00.000Z KLA CORP 提交 8-K：重大事件 https://slicast.com/article/m7t1y6 Slicast en 2026-11-06T12:00:00.000Z Applied Digital files 8-K: shareholder vote results https://slicast.com/zh/article/m7t1y6 Slicast zh-cn 2026-11-06T12:00:00.000Z Applied Digital 提交 8-K：重大事件 https://slicast.com/article/ncuvfc Slicast en 2026-11-06T12:00:00.000Z Vistra files 8-K: results of operations https://slicast.com/zh/article/ncuvfc Slicast zh-cn 2026-11-06T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/article/ctargq Slicast en 2026-11-06T11:56:37.000Z Google announced a $17bn data center campus in Cheyenne, Wyoming, to be powered by fuel cells and gas generation coupled with carbon capture and storage (CCS). https://slicast.com/zh/article/ctargq Slicast zh-cn 2026-11-06T11:56:37.000Z 谷歌宣布在怀俄明州夏延投资170亿美元（$17bn）建设数据中心园区，电力将来自燃料电池和天然气发电，并配套碳捕集与封存。 https://slicast.com/ko/article/ctargq Slicast ko 2026-11-06T11:56:37.000Z Google는 와이오밍주 셸리언(Cheyenne)에 170억 달러 규모의 데이터센터 캠퍼스를 건설한다고 발표했으며, 이 캠퍼스는 연료전지와 탄소포집·저장(CCS)을 결합한 가스 발전으로 전력을 공급받을 예정이다. https://slicast.com/article/13nx1zh Slicast en 2026-11-06T11:52:51.000Z Playmobil owner is entering the data center market with a proposed facility in Dietenhofen, Germany, with power requirements of up to 100MW. https://slicast.com/zh/article/13nx1zh Slicast zh-cn 2026-11-06T11:52:51.000Z Playmobil所有者计划进入数据中心市场，拟在德国Dietenhofen建设一座设施，电力需求最高可达100兆瓦。 https://slicast.com/ko/article/13nx1zh Slicast ko 2026-11-06T11:52:51.000Z Playmobil 소유사가 독일 디텐호펜에 데이터센터를 건설하는 계획을 제안하며 데이터센터 시장에 진출한다. 해당 시설의 전력 수요는 최대 100MW에 이른다. https://slicast.com/article/f4qrr Slicast en 2026-11-06T11:47:00.000Z Secure I.T. Environments will deliver modular data centers to hospitals in Wales, namely Bagnor and Wrexham Maelor. https://slicast.com/zh/article/f4qrr Slicast zh-cn 2026-11-06T11:47:00.000Z Secure I.T. Environments将为威尔士的Bagnor和Wrexham Maelor医院交付模块化数据中心。 https://slicast.com/ko/article/f4qrr Slicast ko 2026-11-06T11:47:00.000Z Secure I.T. Environments will deliver modular data centers to hospitals in Wales, namely Bagnor and Wrexham Maelor. Wait, I need to correct my approach: the translation should be in Korean, not a rep https://slicast.com/article/jbnn7t Slicast en 2026-11-06T11:45:09.000Z OpenAI pledged to pay the full cost of the electricity its AI data centers use, so American households are shielded from data center power costs. https://slicast.com/zh/article/jbnn7t Slicast zh-cn 2026-11-06T11:45:09.000Z OpenAI承诺承担其AI数据中心所用电力的全部成本，以保护美国家庭免受数据中心用电成本的影响。 https://slicast.com/ko/article/jbnn7t Slicast ko 2026-11-06T11:45:09.000Z OpenAI는 AI 데이터센터가 사용하는 전력 비용을 전액 부담하겠다고 약속했으며, 이에 따라 미국 가정은 데이터센터 전력 비용의 영향에서 보호받게 된다. https://slicast.com/article/mdzexc Slicast en 2026-11-06T11:38:17.000Z Anthropic's planned $1.5 trillion IPO is facing investor resistance over its valuation as the tech market sells off. https://slicast.com/zh/article/mdzexc Slicast zh-cn 2026-11-06T11:38:17.000Z Anthropic规模为1.5万亿美元（$1.5 trillion）的IPO因投资者对估值存在顾虑而遇阻，同时科技板块股价下跌。 https://slicast.com/ko/article/mdzexc Slicast ko 2026-11-06T11:38:17.000Z Anthropic의 계획된 1.5조 달러 규모 IPO는 기술주 매도세가 이어지는 가운데 기업가치를 둘러싼 투자자들의 반발에 직면해 있다. https://slicast.com/article/1tostlg Slicast en 2026-11-06T11:34:00.000Z Goodman Group (ASX:GMG) expanded its data centre pipeline alongside strong FY26 profit growth. https://slicast.com/zh/article/1tostlg Slicast zh-cn 2026-11-06T11:34:00.000Z Goodman Group（ASX:GMG）在FY26利润强劲增长的同时，扩大了其数据中心开发管线。 https://slicast.com/ko/article/1tostlg Slicast ko 2026-11-06T11:34:00.000Z Goodman Group (ASX:GMG)은 FY26 실적에서 이익이 크게 증가한 가운데 데이터센터 파이프라인을 확대했다. https://slicast.com/article/1xk1ji5 Slicast en 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT (ASX:DGT) exceeded its operating EBITDA guidance across its global data centres. https://slicast.com/zh/article/1xk1ji5 Slicast zh-cn 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT（ASX:DGT）旗下全球数据中心的运营EBITDA超出指引。 https://slicast.com/ko/article/1xk1ji5 Slicast ko 2026-11-06T11:34:00.000Z DigiCo Infrastructure REIT (ASX:DGT)는 전 세계 데이터센터 전반에서 영업 EBITDA 가이던스를 상회했다. https://slicast.com/article/156r74o Slicast en 2026-11-06T11:31:00.000Z Microsoft's design change has delayed IREN's Texas data center delivery, and the project tied to $4bn ARR is now targeting an online date in January. https://slicast.com/zh/article/156r74o Slicast zh-cn 2026-11-06T11:31:00.000Z 微软的一项设计变更推迟了IREN位于德克萨斯州的数据中心交付，涉及40亿美元年化经常性收入的项目目标上线时间调整至明年1月。 https://slicast.com/ko/article/156r74o Slicast ko 2026-11-06T11:31:00.000Z Microsoft의 설계 변경으로 IREN의 텍사스 데이터센터 인도가 지연되었으며, 연간 반복 매출(ARR) 40억 달러와 연계된 이 프로젝트의 가동 목표 시점은 1월로 변경되었습니다. https://slicast.com/article/a9mewc Slicast en 2026-11-06T11:18:51.000Z Intel projects AI chip packages could reach 240 millimeters square. https://slicast.com/zh/article/a9mewc Slicast zh-cn 2026-11-06T11:18:51.000Z 英特尔预计AI芯片封装尺寸可能达到240毫米见方。 https://slicast.com/ko/article/a9mewc Slicast ko 2026-11-06T11:18:51.000Z Intel는 AI 칩 패키지 크기가 240mm²에 이를 수 있다고 전망했다. https://slicast.com/article/hylyxk Slicast en 2026-11-06T11:13:51.000Z Micron's memory revenue has caught up to TSMC's, but HBM is dragging on gross margin, and the shortage could last until 2028. https://slicast.com/zh/article/hylyxk Slicast zh-cn 2026-11-06T11:13:51.000Z 美光的存储业务收入已赶上台积电，但高带宽存储器（HBM）拖累了毛利率，业内预计短缺可能持续到2028年。 https://slicast.com/ko/article/hylyxk Slicast ko 2026-11-06T11:13:51.000Z Micron의 메모리 매출이 TSMC 수준까지 따라잡았지만, HBM이 매출총이익률을 끌어내리고 있으며, 공급 부족은 2028년까지 이어질 수 있다. https://slicast.com/article/63u3lt Slicast en 2026-11-06T11:04:39.000Z Dropbox is making a $350m acquisition of Tigris Data to target AI infrastructure gains. https://slicast.com/zh/article/63u3lt Slicast zh-cn 2026-11-06T11:04:39.000Z Dropbox以3.5亿美元（$350m）收购Tigris Data，旨在提升AI基础设施能力。 https://slicast.com/ko/article/63u3lt Slicast ko 2026-11-06T11:04:39.000Z Dropbox, AI 인프라 성장 기회 공략을 위해 Tigris Data를 3억 5천만 달러에 인수할 계획이다. https://slicast.com/article/7x95r9 Slicast en 2026-11-06T11:03:00.000Z Micron is strengthening its manufacturing footprint in Singapore to support the AI future. https://slicast.com/zh/article/7x95r9 Slicast zh-cn 2026-11-06T11:03:00.000Z 美光加强了在新加坡的制造布局，以支持AI未来的发展。 https://slicast.com/ko/article/7x95r9 Slicast ko 2026-11-06T11:03:00.000Z Micron은 AI 시대를 지원하기 위해 싱가포르의 제조 거점을 강화하고 있다. https://slicast.com/article/1be6sbq Slicast en 2026-11-06T11:00:05.000Z Reportedly 600,000 Nvidia H200 chips await approval in Hong Kong, with servers fetching nearly $1 million each, deepening China's H200 bottleneck. https://slicast.com/zh/article/1be6sbq Slicast zh-cn 2026-11-06T11:00:05.000Z 据报道，有60万颗英伟达H200芯片在香港等待批准，服务器每台售价接近100万美元，中国的H200供应瓶颈进一步加深。 https://slicast.com/ko/article/1be6sbq Slicast ko 2026-11-06T11:00:05.000Z 보도에 따르면 홍콩에서 60만 개의 엔비디아 H200 칩이 승인을 기다리고 있으며, 서버 한 대당 가격이 거의 100만 달러에 달해 중국의 H200 공급 병목이 더욱 심화되고 있다. https://slicast.com/article/axdloh Slicast en 2026-11-06T09:33:00.000Z EPG Modular Data Center Marks Topping-Out of Its US$120 Million Malaysia FIZ Factory https://slicast.com/zh/article/axdloh Slicast zh-cn 2026-11-06T09:33:00.000Z EPG模块化数据中心完成其1.2亿美元马来西亚FIZ工厂封顶 https://slicast.com/ko/article/axdloh Slicast ko 2026-11-06T09:33:00.000Z EPG 모듈형 데이터센터, 1억 2천만 달러 규모 말레이시아 FIZ 공장 상량식 개최 https://slicast.com/article/18ggyz3 Slicast en 2026-11-06T09:00:00.000Z Indonesia Data Center Market Forecast 2027–2032: USD 4.05 https://slicast.com/zh/article/18ggyz3 Slicast zh-cn 2026-11-06T09:00:00.000Z 印度尼西亚数据中心市场预测（2027–2032年）：USD 4.05…… https://slicast.com/article/1ohhw9c Slicast en 2026-11-06T08:32:00.000Z Equinix Opens SG6 in Singapore, Expanding AI-Ready Capacity in One of Asia-Pacific's Most Connected Markets https://slicast.com/zh/article/1ohhw9c Slicast zh-cn 2026-11-06T08:32:00.000Z Equinix在新加坡开设SG6数据中心，扩大亚太最互联市场之一的AI就绪容量