https://slicast.com/article/1fmposk Slicast en 2026-10-11T21:09:00.000Z OCP Global Summit 2026 Pre-Show Read: Record Demand https://slicast.com/zh/article/1fmposk Slicast zh-cn 2026-10-11T21:09:00.000Z OCP Global Summit 今日开幕(圣何塞,10/12-15):液冷标准化与开放机架成焦点 https://slicast.com/ko/article/1fmposk Slicast ko 2026-10-11T21:09:00.000Z OCP Global Summit 2026 사전 리뷰: 기록적인 수요 https://slicast.com/article/f65r1t Slicast en 2026-10-11T21:08:00.000Z Hut 8 outlines $9M-$11M per MW capex and targets Q2 2027 initial data hall delivery https://slicast.com/zh/article/f65r1t Slicast zh-cn 2026-10-11T21:08:00.000Z Hut 8 完成 $75 亿投资级项目融资,AI 数据中心合同总价值 $266 亿 https://slicast.com/ko/article/f65r1t Slicast ko 2026-10-11T21:08:00.000Z Hut 8, MW당 자본지출 900만~1,100만 달러 제시 및 2027년 2분기 초기 데이터홀 인도 목표 https://slicast.com/article/11ece38 Slicast en 2026-10-11T21:06:00.000Z Citi sees AI model progress outpacing data center infrastructure https://slicast.com/zh/article/11ece38 Slicast zh-cn 2026-10-11T21:06:00.000Z Citi 研究报告:AI 模型进化速度正在超越数据中心基础设施扩张 https://slicast.com/ko/article/11ece38 Slicast ko 2026-10-11T21:06:00.000Z Citi, AI 모델 발전 속도가 데이터센터 인프라를 앞지르고 있다고 진단 https://slicast.com/article/1cky4oy Slicast en 2026-10-11T21:05:00.000Z Anthropic Investors Target $2 Trillion IPO Valuation in October https://slicast.com/zh/article/1cky4oy Slicast zh-cn 2026-10-11T21:05:00.000Z Anthropic 据报道本月目标 $2 万亿估值上市纳斯达克,或创史上最大 IPO https://slicast.com/ko/article/1cky4oy Slicast ko 2026-10-11T21:05:00.000Z Anthropic 투자자들, 10월 IPO 기업가치 2조 달러 목표 https://slicast.com/article/yjn4t1 Slicast en 2026-10-11T21:03:00.000Z Nvidia-Backed Neoclouds Face a Test as IREN, CoreWeave and Nebius Stocks Slide https://slicast.com/zh/article/yjn4t1 Slicast zh-cn 2026-10-11T21:03:00.000Z IREN/CoreWeave/Nebius 三大上市 neocloud 股价均距高点腰斩,分析师仍给 Buy https://slicast.com/ko/article/yjn4t1 Slicast ko 2026-10-11T21:03:00.000Z 엔비디아 후원 네오클라우드, IREN·코어위브·네비우스 주가 하락으로 시험대에 올라 https://slicast.com/article/1mv9hfx Slicast en 2026-10-11T21:02:00.000Z Senate Investigation Challenges Big Tech's Case for AI Data Centers https://slicast.com/zh/article/1mv9hfx Slicast zh-cn 2026-10-11T21:02:00.000Z 参议院报告《权力与利润》:大科技公司将电网升级成本转嫁给普通用户 https://slicast.com/ko/article/1mv9hfx Slicast ko 2026-10-11T21:02:00.000Z 상원 조사, 빅테크의 AI 데이터센터 명분에 의문 제기 https://slicast.com/article/nggxpx Slicast en 2026-10-11T21:01:00.000Z AI computing startup Lambda to raise $4B ahead of planned IPO https://slicast.com/zh/article/nggxpx Slicast zh-cn 2026-10-11T21:01:00.000Z Lambda 完成 $40 亿 Pre-IPO 融资,估值 $145 亿;Anthropic $350 亿承诺构成核心锚 https://slicast.com/ko/article/nggxpx Slicast ko 2026-10-11T21:01:00.000Z AI 컴퓨팅 스타트업 Lambda, IPO 계획에 앞서 40억 달러 조달 추진 https://slicast.com/commentary/digitalocean-2026-10-11 Slicast en 2026-10-11T20:25:25.635Z DigitalOcean AI Pivot, October 2026: $234M AI Customer ARR and a Capex Retreat https://slicast.com/zh/commentary/digitalocean-2026-10-11 Slicast zh-cn 2026-10-11T20:25:25.635Z DigitalOcean AI转型，2026年10月：AI客户ARR达2.34亿美元，资本支出收缩 https://slicast.com/brief/2026-10-12 Slicast en 2026-10-11T20:07:53.028Z Latest AI Infrastructure News: October 12, 2026 https://slicast.com/zh/brief/2026-10-12 Slicast zh-cn 2026-10-11T20:07:53.028Z AI 基础设施新闻早报 · 2026年10月12日 https://slicast.com/ko/brief/2026-10-12 Slicast ko 2026-10-11T20:07:53.028Z 최신 AI 인프라 뉴스 · 2026년 10월 12일 https://slicast.com/article/3cigyt Slicast en 2026-10-11T19:55:50.000Z Circular financing concerns are weighing on Anthropic's reported $2t IPO plans, according to Financial Newswire. https://slicast.com/zh/article/3cigyt Slicast zh-cn 2026-10-11T19:55:50.000Z 据Financial Newswire报道，循环融资方面的担忧正在拖累Anthropic传闻中的2万亿美元首次公开募股计划。 https://slicast.com/ko/article/3cigyt Slicast ko 2026-10-11T19:55:50.000Z Financial Newswire에 따르면, 순환출자(circular financing)에 대한 우려가 Anthropic의 보도된 2조 달러 규모 IPO 계획에 부담으로 작용하고 있다. https://slicast.com/article/szijbk Slicast en 2026-10-11T19:45:43.000Z Nvidia-backed Firmus has scrapped its Australian IPO, citing market conditions, according to WSJ. https://slicast.com/zh/article/szijbk Slicast zh-cn 2026-10-11T19:45:43.000Z 据WSJ报道，英伟达支持的Firmus以市场状况为由取消了在澳大利亚的首次公开募股计划。 https://slicast.com/ko/article/szijbk Slicast ko 2026-10-11T19:45:43.000Z Nvidia 지원을 받는 Firmus가 시장 여건을 이유로 호주 IPO를 철회했다고 WSJ가 보도했다. https://slicast.com/article/180h677 Slicast en 2026-10-11T19:30:02.000Z Applied Digital ended the quarter with $36 billion in contracted revenue, as its AI moat widens according to Barchart.com. https://slicast.com/zh/article/180h677 Slicast zh-cn 2026-10-11T19:30:02.000Z 据Barchart.com报道，Applied Digital截至季度末的合同收入达到360亿美元，其人工智能竞争壁垒进一步扩大。 https://slicast.com/ko/article/180h677 Slicast ko 2026-10-11T19:30:02.000Z Applied Digital은 분기 말 기준 360억 달러의 계약 매출을 확보했다고 밝혔으며, Barchart.com에 따르면 이는 회사의 AI 경쟁 우위가 확대되고 있음을 보여준다. https://slicast.com/article/17ngz7r Slicast en 2026-10-11T18:07:53.000Z OpenAI's revenue miss has shaken AI stocks, though SC Media says innovation continues. https://slicast.com/zh/article/17ngz7r Slicast zh-cn 2026-10-11T18:07:53.000Z OpenAI营收不及预期拖累人工智能股票下跌，但SC Media报道称创新仍在继续。 https://slicast.com/ko/article/17ngz7r Slicast ko 2026-10-11T18:07:53.000Z OpenAI의 매출 미달 소식으로 AI 관련 주식이 흔들렸지만, SC Media는 혁신이 계속되고 있다고 보도했다. https://slicast.com/article/w745ki Slicast en 2026-10-11T18:01:28.000Z Sydney's data centre power sellout reset has begun as projects tumble, according to The Australian. https://slicast.com/zh/article/w745ki Slicast zh-cn 2026-10-11T18:01:28.000Z 据The Australian报道，悉尼数据中心电力容量售罄的局面开始重置，多个项目随之告吹。 https://slicast.com/ko/article/w745ki Slicast ko 2026-10-11T18:01:28.000Z 시드니 데이터센터 전력 매진(sellout) 재편이 시작됐으며, 프로젝트들이 잇따라 무산되고 있다고 The Australian이 보도했다. https://slicast.com/article/1x971co Slicast en 2026-10-11T18:00:00.000Z Capital Brief examines the deep tensions at the heart of the $175b data centre boom. https://slicast.com/zh/article/1x971co Slicast zh-cn 2026-10-11T18:00:00.000Z Capital Brief剖析了这场1750亿美元数据中心热潮核心的深层矛盾。 https://slicast.com/ko/article/1x971co Slicast ko 2026-10-11T18:00:00.000Z Capital Brief이 1,750억 달러 규모 데이터센터 붐의 핵심에 자리한 심층적 긴장 요인을 분석한다. https://slicast.com/article/1ifqpm8 Slicast en 2026-10-11T17:20:00.000Z TechRadar examines the grid, thermal, and interconnect challenges limiting data center growth. https://slicast.com/zh/article/1ifqpm8 Slicast zh-cn 2026-10-11T17:20:00.000Z TechRadar探讨了限制数据中心扩张的电网、热管理与互连方面的挑战。 https://slicast.com/ko/article/1ifqpm8 Slicast ko 2026-10-11T17:20:00.000Z TechRadar는 데이터센터 성장을 제약하는 전력망, 열관리, 상호연결 과제를 살펴본다. https://slicast.com/article/1rt54sm Slicast en 2026-10-11T17:14:44.000Z Coinpaper asks why AI companies sign $100 billion contracts without paying upfront. https://slicast.com/zh/article/1rt54sm Slicast zh-cn 2026-10-11T17:14:44.000Z Coinpaper探讨了人工智能公司为何签下1000亿美元规模的合同却无需预付款。 https://slicast.com/ko/article/1rt54sm Slicast ko 2026-10-11T17:14:44.000Z Coinpaper는 AI 기업들이 선지급 없이 1,000억 달러 규모의 계약을 체결하는 이유를 묻고 있다. https://slicast.com/article/nc42ki Slicast en 2026-10-11T16:53:01.000Z Simply Wall Street says Micron's earnings beat could be a big moment for MU stock. https://slicast.com/zh/article/nc42ki Slicast zh-cn 2026-10-11T16:53:01.000Z Simply Wall Street报道称，美光（MU）财报超预期可能成为其股价的重要转折点。 https://slicast.com/ko/article/nc42ki Slicast ko 2026-10-11T16:53:01.000Z Simply Wall Street는 Micron의 실적 상회가 MU 주가에 중요한 전환점이 될 수 있다고 밝혔다. https://slicast.com/article/bgdb8p Slicast en 2026-10-11T16:50:54.000Z Applied Digital's AI expansion is hitting a financing wall as analysts trim their targets, according to ad-hoc-news.de. https://slicast.com/zh/article/bgdb8p Slicast zh-cn 2026-10-11T16:50:54.000Z 据ad-hoc-news.de报道，Applied Digital的人工智能扩张正撞上融资瓶颈，分析师纷纷下调目标价。 https://slicast.com/ko/article/bgdb8p Slicast ko 2026-10-11T16:50:54.000Z Applied Digital의 AI 확장이 자금 조달 장벽에 부딪혔으며, 애널리스트들이 목표주가를 하향 조정하고 있다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/l0yoy1 Slicast en 2026-10-11T16:41:01.000Z Applied Digital's Finland power push runs into a $221 million quarterly loss, according to ad-hoc-news.de. https://slicast.com/zh/article/l0yoy1 Slicast zh-cn 2026-10-11T16:41:01.000Z 据ad-hoc-news.de报道，Applied Digital在芬兰的电力布局遭遇2.21亿美元的季度亏损。 https://slicast.com/ko/article/l0yoy1 Slicast ko 2026-10-11T16:41:01.000Z Applied Digital의 핀란드 전력 사업 확대가 2억 2,100만 달러의 분기 손실로 이어졌다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/oln88p Slicast en 2026-10-11T16:32:25.000Z Applied Digital's 1-gigawatt Finland project meets a $6.4 billion reality check, according to ad-hoc-news.de. https://slicast.com/zh/article/oln88p Slicast zh-cn 2026-10-11T16:32:25.000Z 据ad-hoc-news.de报道，Applied Digital位于芬兰的1吉瓦项目遭遇64亿美元的现实检验。 https://slicast.com/ko/article/oln88p Slicast ko 2026-10-11T16:32:25.000Z Applied Digital의 1기가와트 규모 핀란드 프로젝트가 64억 달러 규모의 현실적 점검을 받고 있다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/1anckfk Slicast en 2026-10-11T16:12:15.000Z AI data centers are being cited as fuel for a battery ETF surge with 216.8 GWh in 2026, according to tech-insider.org. https://slicast.com/zh/article/1anckfk Slicast zh-cn 2026-10-11T16:12:15.000Z tech-insider.org报道称，人工智能数据中心推动了电池类交易所交易基金大幅上涨，并引用2026年216.8吉瓦时的数据。 https://slicast.com/ko/article/1anckfk Slicast ko 2026-10-11T16:12:15.000Z AI 데이터센터가 2026년 216.8 GWh 규모의 배터리 ETF 급등을 이끄는 요인으로 꼽히고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/3b0y0g Slicast en 2026-10-11T16:11:00.000Z AMD has acquired World Labs to strengthen its AI model research and development, according to Small Business Trends. https://slicast.com/zh/article/3b0y0g Slicast zh-cn 2026-10-11T16:11:00.000Z 据Small Business Trends报道，AMD收购World Labs，以加强其人工智能模型研发能力。 https://slicast.com/ko/article/3b0y0g Slicast ko 2026-10-11T16:11:00.000Z AMD가 AI 모델 연구개발 역량 강화를 위해 World Labs를 인수했다고 Small Business Trends가 보도했다. https://slicast.com/article/usbs99 Slicast en 2026-10-11T16:08:39.000Z Broadcom fell 4.35% to $360.14 on Thursday, and FinanceFeeds asks whether the drop was about OpenAI, Anthropic, or both. https://slicast.com/zh/article/usbs99 Slicast zh-cn 2026-10-11T16:08:39.000Z 博通（Broadcom）周四股价下跌4.35%至360.14美元，FinanceFeeds质疑此次下跌是否与OpenAI、Anthropic或两者均有关。 https://slicast.com/ko/article/usbs99 Slicast ko 2026-10-11T16:08:39.000Z Broadcom, 목요일 주가 4.35% 하락해 360.14달러 기록… FinanceFeeds는 이번 하락이 OpenAI, Anthropic, 또는 양사 모두와 관련이 있는지 묻고 있다. https://slicast.com/article/17s5lq4 Slicast en 2026-10-11T15:25:57.000Z AMD shares fell 6% over three sessions after a record close, and TIKR.com links the move to OpenAI's $20 billion revenue gap. https://slicast.com/zh/article/17s5lq4 Slicast zh-cn 2026-10-11T15:25:57.000Z AMD股价在创纪录收盘后的三个交易日内累计下跌6%，TIKR.com将这一走势与OpenAI的200亿美元营收缺口联系起来。 https://slicast.com/ko/article/17s5lq4 Slicast ko 2026-10-11T15:25:57.000Z AMD 주가는 사상 최고 마감 이후 3거래일 동안 6% 하락했으며, TIKR.com은 이번 하락을 OpenAI의 200억 달러 규모 매출 격차와 연관 짓고 있다. https://slicast.com/article/xyz0aj Slicast en 2026-10-11T15:01:00.000Z The Information examines why the economics of Anthropic's data center sprint look attractive. https://slicast.com/zh/article/xyz0aj Slicast zh-cn 2026-10-11T15:01:00.000Z 据The Information分析，Anthropic数据中心快速扩张背后的经济账颇具吸引力。 https://slicast.com/ko/article/xyz0aj Slicast ko 2026-10-11T15:01:00.000Z The Information는 Anthropic의 데이터센터 확장 추진이 왜 매력적인 경제성을 갖는지 분석했다. https://slicast.com/article/s4n5k0 Slicast en 2026-10-11T14:34:54.000Z Penguin Solutions shares attracted attention after an earnings beat and a higher outlook for 2027. https://slicast.com/zh/article/s4n5k0 Slicast zh-cn 2026-10-11T14:34:54.000Z Penguin Solutions在业绩超预期且上调2027年展望后，股价受到关注。 https://slicast.com/ko/article/s4n5k0 Slicast ko 2026-10-11T14:34:54.000Z Penguin Solutions 주가는 실적 상회와 2027년 전망 상향 소식에 주목을 받았다. https://slicast.com/article/14b0bix Slicast en 2026-10-11T14:07:00.000Z TheStreet reports that a $20 billion revenue gap at OpenAI is rattling the AI trade. https://slicast.com/zh/article/14b0bix Slicast zh-cn 2026-10-11T14:07:00.000Z TheStreet报道称，OpenAI存在200亿美元的营收缺口，正在冲击人工智能相关板块的投资情绪。 https://slicast.com/ko/article/14b0bix Slicast ko 2026-10-11T14:07:00.000Z TheStreet에 따르면, OpenAI의 200억 달러 규모 매출 격차가 AI 투자 시장을 흔들고 있다. https://slicast.com/article/16tlj8s Slicast en 2026-10-11T13:58:32.000Z Google's $15 billion India data center project has sparked backlash, according to tech-insider.org. https://slicast.com/zh/article/16tlj8s Slicast zh-cn 2026-10-11T13:58:32.000Z 据tech-insider.org报道，谷歌在印度价值150亿美元的数据中心项目引发了反对声浪。 https://slicast.com/ko/article/16tlj8s Slicast ko 2026-10-11T13:58:32.000Z Google의 150억 달러 규모 인도 데이터센터 프로젝트가 반발을 불러일으키고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/1l45gtn Slicast en 2026-10-11T13:21:46.000Z Meta Muse reportedly needs $2.8 billion of compute to serve 100 million users, according to tech-insider.org. https://slicast.com/zh/article/1l45gtn Slicast zh-cn 2026-10-11T13:21:46.000Z 据tech-insider.org报道，Meta Muse为服务1亿用户预计需要28亿美元的算力。 https://slicast.com/ko/article/1l45gtn Slicast ko 2026-10-11T13:21:46.000Z Meta Muse가 1억 명의 사용자를 서비스하려면 28억 달러 규모의 컴퓨팅 자원이 필요한 것으로 전해졌다고 tech-insider.org가 보도했다. https://slicast.com/article/1ddylfd Slicast en 2026-10-11T13:15:09.000Z Bot traffic on Yandex, which Tom's Hardware calls Russia's Google, nearly vanished overnight after Ukraine drone strikes crippled several of its data centers. https://slicast.com/zh/article/1ddylfd Slicast zh-cn 2026-10-11T13:15:09.000Z Tom's Hardware报道称，在乌克兰无人机袭击瘫痪了被称为俄罗斯谷歌的Yandex多个数据中心后，其机器人流量一夜之间几乎消失。 https://slicast.com/ko/article/1ddylfd Slicast ko 2026-10-11T13:15:09.000Z Tom's Hardware가 "러시아의 구글"이라고 부른 Yandex의 봇 트래픽이, 우크라이나의 드론 공격으로 여러 데이터센터가 마비된 뒤 하룻밤 사이에 거의 사라졌다. https://slicast.com/article/1iv05c9 Slicast en 2026-10-11T13:00:47.000Z Benzinga's weekly tech roundup highlights a China AI server scheme. https://slicast.com/zh/article/1iv05c9 Slicast zh-cn 2026-10-11T13:00:47.000Z Benzinga每周科技综述重点报道了一项中国人工智能服务器计划。 https://slicast.com/ko/article/1iv05c9 Slicast ko 2026-10-11T13:00:47.000Z Benzinga의 주간 기술 동향 정리는 중국 AI 서버 관련 계획을 주목했다. https://slicast.com/article/15aagks Slicast en 2026-10-11T13:00:39.000Z Together AI highlighted its high-performance computing focus during SF Tech Week. https://slicast.com/zh/article/15aagks Slicast zh-cn 2026-10-11T13:00:39.000Z Together AI在旧金山科技周期间强调了其高性能计算重点。 https://slicast.com/ko/article/15aagks Slicast ko 2026-10-11T13:00:39.000Z Together AI는 SF 테크 위크 기간에 고성능 컴퓨팅에 대한 집중 역량을 강조했다. https://slicast.com/article/1mm6ck9 Slicast en 2026-10-11T13:00:24.000Z Chinese AI chip developer Biren Technology is reportedly preparing another 4 billion yuan share placement, even as its stock has halved from its year high. https://slicast.com/zh/article/1mm6ck9 Slicast zh-cn 2026-10-11T13:00:24.000Z 据报道，人工智能芯片设计公司壁仞科技正准备再进行40亿元股份配售，而其股价已较年内高点腰斩。 https://slicast.com/ko/article/1mm6ck9 Slicast ko 2026-10-11T13:00:24.000Z 중국 AI 칩 개발사 Biren Technology가 연고점 대비 주가가 절반으로 떨어진 가운데에도 40억 위안 규모의 추가 주식 매각(사모 배정)을 준비 중인 것으로 전해졌다. https://slicast.com/article/6hik6d Slicast en 2026-10-11T13:00:00.000Z Residents of a Mississippi town say they are besieged by noise from a power plant reportedly linked to xAI's Colossus. https://slicast.com/zh/article/6hik6d Slicast zh-cn 2026-10-11T13:00:00.000Z 密西西比州一座城镇的居民称，他们深受一座发电厂噪音困扰，该电厂据报道与xAI的Colossus相关。 https://slicast.com/ko/article/6hik6d Slicast ko 2026-10-11T13:00:00.000Z 미시시피주 한 마을 주민들은 xAI의 Colossus와 연관된 것으로 알려진 발전소에서 발생하는 소음에 시달리고 있다고 말했다. https://slicast.com/article/1bav758 Slicast en 2026-10-11T12:36:19.000Z A SMC contractor has admitted to illegally exporting NVIDIA chips to China. https://slicast.com/zh/article/1bav758 Slicast zh-cn 2026-10-11T12:36:19.000Z 一名SMC承包商已承认非法向中国出口英伟达芯片。 https://slicast.com/ko/article/1bav758 Slicast ko 2026-10-11T12:36:19.000Z SMC 계약업체 한 곳이 NVIDIA 칩을 중국으로 불법 수출한 사실을 인정했다. https://slicast.com/article/112hham Slicast en 2026-10-11T12:22:34.000Z Tech-insider.org reports that combined AI capex at Microsoft, Meta and Google has reached $725 billion in 2026. https://slicast.com/zh/article/112hham Slicast zh-cn 2026-10-11T12:22:34.000Z 据tech-insider.org报道，微软、Meta和谷歌的人工智能资本开支合计已在2026年达到7250亿美元。 https://slicast.com/ko/article/112hham Slicast ko 2026-10-11T12:22:34.000Z Tech-insider.org에 따르면 Microsoft, Meta, Google의 AI 설비투자(capex) 합계는 2026년 현재 7,250억 달러에 달했다. https://slicast.com/article/16avr8 Slicast en 2026-10-11T12:16:09.000Z Insider Monkey reports that Intel and Applied Materials have deepened their AI partnership. https://slicast.com/zh/article/16avr8 Slicast zh-cn 2026-10-11T12:16:09.000Z Insider Monkey报道称，英特尔与应用材料进一步深化了人工智能合作。 https://slicast.com/ko/article/16avr8 Slicast ko 2026-10-11T12:16:09.000Z Insider Monkey는 Intel과 Applied Materials가 AI 파트너십을 강화했다고 보도했다. https://slicast.com/article/1ry2z1t Slicast en 2026-10-11T12:02:43.000Z Qualcomm says AI companies want phones running 100-billion-parameter models by 2028. https://slicast.com/zh/article/1ry2z1t Slicast zh-cn 2026-10-11T12:02:43.000Z 高通表示，人工智能公司希望到2028年手机能够运行千亿参数模型。 https://slicast.com/ko/article/1ry2z1t Slicast ko 2026-10-11T12:02:43.000Z Qualcomm은 AI 기업들이 2028년까지 1,000억 파라미터 모델을 구동하는 스마트폰을 원하고 있다고 밝혔다. https://slicast.com/article/e589sl Slicast en 2026-10-11T11:56:18.000Z Analysts are backing the expansion outlook for CXMT, also known as ChangXin Memory, ahead of its earnings report. https://slicast.com/zh/article/e589sl Slicast zh-cn 2026-10-11T11:56:18.000Z 分析师在长鑫存储(CXMT)财报发布前看好其产能扩张前景。 https://slicast.com/ko/article/e589sl Slicast ko 2026-10-11T11:56:18.000Z 애널리스트들은 실적 발표를 앞두고 CXMT(ChangXin Memory)의 확장 전망을 지지하고 있다. https://slicast.com/article/1pvqvvh Slicast en 2026-10-11T11:39:38.000Z CNBC argues that China's CXMT (ChangXin Memory) has global potential and is poised to outperform. https://slicast.com/zh/article/1pvqvvh Slicast zh-cn 2026-10-11T11:39:38.000Z CNBC认为中国内存芯片厂商长鑫存储（CXMT）具有全球化潜力，有望跑赢大市。 https://slicast.com/ko/article/1pvqvvh Slicast ko 2026-10-11T11:39:38.000Z CNBC는 중국 CXMT(ChangXin Memory)가 글로벌 잠재력을 지녔으며 향후 실적이 시장을 웃돌 것이라고 분석했다. https://slicast.com/article/1u4a100 Slicast en 2026-10-11T11:11:41.000Z FRMI shares surged on a $6.5B TensorWave deal, which Mizuho called a 'long-awaited catalyst' for the stock. https://slicast.com/zh/article/1u4a100 Slicast zh-cn 2026-10-11T11:11:41.000Z FRMI股价因一笔65亿美元的TensorWave交易大幅上涨，瑞穗称这一'期待已久的催化剂'已经到来。 https://slicast.com/ko/article/1u4a100 Slicast ko 2026-10-11T11:11:41.000Z FRMI 주가는 65억 달러 규모의 TensorWave 계약 발표 이후 급등했으며, 미즈호는 이를 해당 주식의 "오랫동안 기다려온 모멘텀"이라고 평가했다. https://slicast.com/article/1sxvok Slicast en 2026-10-11T11:00:49.000Z Hyperscale Data plans to set up a Patriot BTC subsidiary for its bitcoin mining business and transfer its Montana data center to the new company. https://slicast.com/zh/article/1sxvok Slicast zh-cn 2026-10-11T11:00:49.000Z Hyperscale Data计划设立比特币挖矿业务子公司Patriot BTC，并将其位于蒙大拿州的数据中心转入该新公司。 https://slicast.com/ko/article/1sxvok Slicast ko 2026-10-11T11:00:49.000Z Hyperscale Data는 비트코인 채굴 사업을 위해 Patriot BTC 자회사를 설립하고, 몬태나 데이터센터를 해당 신규 법인으로 이전할 계획이다. https://slicast.com/article/nyfs88 Slicast en 2026-10-11T10:55:27.000Z A Futurum analyst says the memory technology lead of SKHY, Micron (MU) and Samsung over China's CXMT is unlikely to narrow soon. https://slicast.com/zh/article/nyfs88 Slicast zh-cn 2026-10-11T10:55:27.000Z Futurum分析师表示，SKHY、美光（MU）及三星在内存技术上对长鑫存储（CXMT）的领先优势，短期内不太可能缩小。 https://slicast.com/ko/article/nyfs88 Slicast ko 2026-10-11T10:55:27.000Z Futurum 애널리스트는 SKHY, 마이크론(MU), 삼성의 메모리 기술 우위가 중국 CXMT 대비 가까운 시일 내에 좁혀지기는 어려울 것이라고 말했다. https://slicast.com/article/1dcoebn Slicast en 2026-10-11T10:53:44.000Z A stock forecast says Broadcom's upcoming October AI event will put profitability in focus for investors. https://slicast.com/zh/article/1dcoebn Slicast zh-cn 2026-10-11T10:53:44.000Z 一篇股价预测文章称，博通即将于十月举办的人工智能活动，将使盈利能力成为投资者关注的焦点。 https://slicast.com/ko/article/1dcoebn Slicast ko 2026-10-11T10:53:44.000Z Broadcom의 10월 AI 행사를 앞두고 투자자들의 관심이 수익성에 쏠릴 것이라는 주가 전망이 나왔다. https://slicast.com/article/155fv3z Slicast en 2026-10-11T10:44:50.000Z Nvidia reportedly weighs lower-memory Rubin Ultra GPU designs to ease the HBM bottleneck, with investors also watching Micron. https://slicast.com/zh/article/155fv3z Slicast zh-cn 2026-10-11T10:44:50.000Z 据报道，英伟达正考虑采用内存配置较低的Rubin Ultra图形处理器设计，以缓解高带宽内存瓶颈，投资者也在关注美光。 https://slicast.com/ko/article/155fv3z Slicast ko 2026-10-11T10:44:50.000Z Nvidia는 HBM 병목을 완화하기 위해 메모리 용량을 낮춘 Rubin Ultra GPU 설계를 검토 중인 것으로 전해졌으며, 투자자들은 Micron의 동향도 주시하고 있다. https://slicast.com/article/15g5uuu Slicast en 2026-10-11T10:40:35.000Z Gorilla Technology plans its first US data center deal, targeting more than 100MW of AI infrastructure. https://slicast.com/zh/article/15g5uuu Slicast zh-cn 2026-10-11T10:40:35.000Z Gorilla Technology计划达成首个美国数据中心交易，目标部署超过100兆瓦的人工智能基础设施。 https://slicast.com/ko/article/15g5uuu Slicast ko 2026-10-11T10:40:35.000Z Gorilla Technology, 미국 첫 데이터센터 계약 추진… 100MW 이상 AI 인프라 목표 https://slicast.com/article/ruplul Slicast en 2026-10-11T10:12:38.000Z A contractor for Super Micro pleaded guilty in a scheme to divert AI servers containing Nvidia chips to China. https://slicast.com/zh/article/ruplul Slicast zh-cn 2026-10-11T10:12:38.000Z 超微电脑的一名承包商认罪，承认参与将搭载英伟达芯片的人工智能服务器转运至中国的违规计划。 https://slicast.com/ko/article/ruplul Slicast ko 2026-10-11T10:12:38.000Z Super Micro의 한 계약업체가 Nvidia 칩이 탑재된 AI 서버를 중국으로 빼돌리는 계획과 관련해 유죄를 인정했다. https://slicast.com/article/qp08ee Slicast en 2026-10-11T10:00:58.000Z OpenAI's IPO ambitions lifted Worldcoin, even as crypto leaders warned of AI capital rotation. https://slicast.com/zh/article/qp08ee Slicast zh-cn 2026-10-11T10:00:58.000Z OpenAI的首次公开募股计划推动了Worldcoin的上涨，但加密货币行业领袖警告人工智能资本可能出现轮动。 https://slicast.com/ko/article/qp08ee Slicast ko 2026-10-11T10:00:58.000Z OpenAI의 기업공개(IPO) 추진 소식에 월드코인(Worldcoin)이 상승했으나, 암호화폐 업계 리더들은 AI 자본 이동에 대해 경고했다. https://slicast.com/article/p6bl9c Slicast en 2026-10-11T09:53:12.000Z NorthPoint is offering $10,000 grants in a Pennsylvania data center bid. https://slicast.com/zh/article/p6bl9c Slicast zh-cn 2026-10-11T09:53:12.000Z NorthPoint在宾夕法尼亚州的一项数据中心竞标中提供1万美元的补助金。 https://slicast.com/ko/article/p6bl9c Slicast ko 2026-10-11T09:53:12.000Z NorthPoint, 펜실베이니아 데이터센터 입찰에서 1만 달러 규모의 보조금을 제시하고 있다. https://slicast.com/article/bhdri Slicast en 2026-10-11T09:52:29.000Z AM Intelligence has ordered 20,000 Nvidia Rubin GPUs for India. https://slicast.com/zh/article/bhdri Slicast zh-cn 2026-10-11T09:52:29.000Z AM Intelligence已为印度订购2万颗英伟达Rubin图形处理器。 https://slicast.com/ko/article/bhdri Slicast ko 2026-10-11T09:52:29.000Z AM Intelligence가 인도향으로 Nvidia Rubin GPU 20,000개를 주문했다. https://slicast.com/article/16oc8ax Slicast en 2026-10-11T09:52:23.000Z IREN is leaning on Nvidia's AI validation as SemiAnalysis questions the infrastructure claims it has made. https://slicast.com/zh/article/16oc8ax Slicast zh-cn 2026-10-11T09:52:23.000Z IREN借助英伟达的人工智能验证进行回应，而SemiAnalysis则对其基础设施宣称提出质疑。 https://slicast.com/ko/article/16oc8ax Slicast ko 2026-10-11T09:52:23.000Z IREN은 SemiAnalysis가 자사의 인프라 주장에 의문을 제기하는 가운데 Nvidia의 AI 검증에 기대고 있다. https://slicast.com/article/ph8jgj Slicast en 2026-10-11T09:49:59.000Z Data from a16z shows a Jevons paradox in AI: token prices keep falling, but H100 rental prices hold steady or rise as cheaper AI drives faster demand. https://slicast.com/zh/article/ph8jgj Slicast zh-cn 2026-10-11T09:49:59.000Z 安德森·霍洛维茨基金（a16z）的数据显示，人工智能市场存在杰文斯悖论：词元价格持续下跌，但H100租赁价格保持稳定甚至上涨，廉价的人工智能正加速需求增长。 https://slicast.com/ko/article/ph8jgj Slicast ko 2026-10-11T09:49:59.000Z a16z 데이터에 따르면 AI 분야에서는 제본스의 역설이 나타나고 있다. 토큰 가격은 계속 하락하지만, AI 가격 인하가 수요를 빠르게 늘리면서 H100 임대 가격은 유지되거나 오히려 상승하고 있다. https://slicast.com/article/cqi3ms Slicast en 2026-10-11T09:46:40.000Z Nvidia is holding up as AI credit fears hit Broadcom and Oracle. https://slicast.com/zh/article/cqi3ms Slicast zh-cn 2026-10-11T09:46:40.000Z 随着人工智能信贷担忧冲击博通和甲骨文，英伟达股价表现相对稳健。 https://slicast.com/ko/article/cqi3ms Slicast ko 2026-10-11T09:46:40.000Z Nvidia는 AI 부채 우려가 Broadcom과 Oracle을 강타하는 가운데에도 견조한 흐름을 보이고 있다. https://slicast.com/article/13bct5n Slicast en 2026-10-11T09:45:42.000Z Microsoft and Chevron have signed a 20-year power purchase deal for a Texas data center. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-11T09:45:42.000Z 微软与雪佛龙签署了一份为期20年的购电协议，用于得克萨斯州的一座数据中心。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-11T09:45:42.000Z Microsoft와 Chevron은 텍사스 데이터센터를 위한 20년 전력 구매 계약을 체결했다. https://slicast.com/article/1tmrtli Slicast en 2026-10-11T09:36:03.000Z Investors are reacting to Digital Realty Trust stock after a debt funding deal and an AI client win. https://slicast.com/zh/article/1tmrtli Slicast zh-cn 2026-10-11T09:36:03.000Z 数字房地产信托（Digital Realty Trust）完成债务融资并赢得一家人工智能客户后，投资者对其股票做出反应。 https://slicast.com/ko/article/1tmrtli Slicast ko 2026-10-11T09:36:03.000Z 투자자들이 부채 조달 계약과 AI 고객 확보 소식에 따라 Digital Realty Trust 주가에 반응하고 있다. https://slicast.com/article/11ij8f2 Slicast en 2026-10-11T09:34:25.000Z SpaceX and other tech giants are spending billions of dollars to buy AI chips, according to coverage linked to xAI's Colossus. https://slicast.com/zh/article/11ij8f2 Slicast zh-cn 2026-10-11T09:34:25.000Z SpaceX及其他科技巨头正斥资数十亿美元购买人工智能芯片，相关报道提及xAI的Colossus项目。 https://slicast.com/ko/article/11ij8f2 Slicast ko 2026-10-11T09:34:25.000Z SpaceX와 기타 빅테크 기업들이 AI 칩 구매에 수십억 달러를 쓰고 있다고, xAI의 Colossus와 관련된 보도들이 전했다. https://slicast.com/article/u4zyuy Slicast en 2026-10-11T08:55:34.000Z China wants private firms to lead key technology breakthroughs. https://slicast.com/zh/article/u4zyuy Slicast zh-cn 2026-10-11T08:55:34.000Z 中国希望民营企业在关键技术突破中发挥主导作用。 https://slicast.com/ko/article/u4zyuy Slicast ko 2026-10-11T08:55:34.000Z 중국은 핵심 기술 돌파구를 민간 기업이 주도하기를 원하고 있다. https://slicast.com/article/3yl31a Slicast en 2026-10-11T08:30:00.000Z Korean researchers use oxygen to stop 2D semiconductor crystals from forming in the wrong places, aiming to bring the technology to the commercial sector by 2030. https://slicast.com/zh/article/3yl31a Slicast zh-cn 2026-10-11T08:30:00.000Z 韩国研究人员找到了利用氧气控制二维半导体晶体生长位置的方法，目标是在2030年前实现商业化。 https://slicast.com/ko/article/3yl31a Slicast ko 2026-10-11T08:30:00.000Z 한국 연구진은 산소를 이용해 2차원 반도체 결정이 원하지 않는 위치에 형성되는 것을 막고 있으며, 2030년까지 이 기술을 상용화하는 것을 목표로 하고 있다. https://slicast.com/article/hi418s Slicast en 2026-10-11T08:29:13.000Z Michael Burry argues that OpenAI and Anthropic want to join Big Tech's oligopoly, but warns that much AI spending may become a sunk cost. https://slicast.com/zh/article/hi418s Slicast zh-cn 2026-10-11T08:29:13.000Z Michael Burry认为，OpenAI和Anthropic希望加入大型科技公司的寡头阵营，但警告称，大量人工智能支出可能最终沉没为成本。 https://slicast.com/ko/article/hi418s Slicast ko 2026-10-11T08:29:13.000Z 마이클 버리는 OpenAI와 Anthropic이 빅테크의 과점 체제에 합류하려 한다고 주장하면서도, 상당한 AI 투자가 매몰비용이 될 수 있다고 경고했다. https://slicast.com/article/bgdngo Slicast en 2026-10-11T08:16:46.000Z A Super Micro-linked contractor has pleaded guilty in a $2.5bn scheme to smuggle Nvidia AI chips to China. https://slicast.com/zh/article/bgdngo Slicast zh-cn 2026-10-11T08:16:46.000Z 一名与超微电脑有关联的承包商认罪，涉及一起25亿美元的英伟达人工智能芯片走私至中国案。 https://slicast.com/ko/article/bgdngo Slicast ko 2026-10-11T08:16:46.000Z 슈퍼마이크로(Super Micro)와 연계된 한 계약업체가 엔비디아(Nvidia) AI 칩을 중국으로 밀반입하는 25억 달러 규모의 범행에 대해 유죄를 인정했다. https://slicast.com/article/17q690v Slicast en 2026-10-11T08:10:56.000Z Core Scientific (CORZ) shares gained after price target hikes, as Wall Street views its AMD deal as a 'large quality lease'. https://slicast.com/zh/article/17q690v Slicast zh-cn 2026-10-11T08:10:56.000Z Core Scientific（CORZ）股价在目标价上调后上涨，华尔街认为与AMD的交易是「大型优质租约」。 https://slicast.com/ko/article/17q690v Slicast ko 2026-10-11T08:10:56.000Z Core Scientific(CORZ) 주가는 목표주가 상향 조정 이후 상승했으며, 월가는 AMD와의 계약을 '대형 우량 임대 계약'으로 보고 있다. https://slicast.com/article/r6uxim Slicast en 2026-10-11T07:37:46.000Z Vicor is widening its AI server power patent fight by seeking a new US import ban on Foxconn, Quanta and Delta. https://slicast.com/zh/article/r6uxim Slicast zh-cn 2026-10-11T07:37:46.000Z Vicor正在扩大其人工智能服务器电源专利诉讼，寻求美国对鸿海、广达和台达发起新的进口禁令。 https://slicast.com/ko/article/r6uxim Slicast ko 2026-10-11T07:37:46.000Z Vicor는 Foxconn, Quanta, Delta를 대상으로 미국 내 신규 수입금지를 요청하며 AI 서버 전력 특허 분쟁의 범위를 넓히고 있다. https://slicast.com/article/7tc3e5 Slicast en 2026-10-11T07:37:11.000Z The S&P 500 fell to 7,765.36 after an OpenAI revenue report triggered a sell-off in chip stocks. https://slicast.com/zh/article/7tc3e5 Slicast zh-cn 2026-10-11T07:37:11.000Z 在OpenAI一份营收报告引发芯片股抛售后，标普500指数跌至7,765.36点。 https://slicast.com/ko/article/7tc3e5 Slicast ko 2026-10-11T07:37:11.000Z S&P 500은 OpenAI의 매출 보고서가 반도체 주식 매도세를 촉발한 뒤 7,765.36으로 하락했다. https://slicast.com/article/1frfs9 Slicast en 2026-10-11T06:55:00.000Z Seeking Alpha argues that Bloom Energy (NYSE:BE) is becoming AI's power shortcut. https://slicast.com/zh/article/1frfs9 Slicast zh-cn 2026-10-11T06:55:00.000Z Seeking Alpha认为Bloom Energy（NYSE:BE）正在成为人工智能的电力捷径。 https://slicast.com/ko/article/1frfs9 Slicast ko 2026-10-11T06:55:00.000Z Seeking Alpha는 Bloom Energy(NYSE:BE)가 AI의 전력 공급을 위한 지름길이 되고 있다고 주장했다. https://slicast.com/article/kb5rae Slicast en 2026-10-11T06:40:34.000Z Applied Digital (APLD) shares are heading for their worst month in a year, according to Stocktwits. https://slicast.com/zh/article/kb5rae Slicast zh-cn 2026-10-11T06:40:34.000Z Applied Digital（APLD）股价即将迎来一年来最糟糕的月份。 https://slicast.com/ko/article/kb5rae Slicast ko 2026-10-11T06:40:34.000Z Applied Digital(APLD) 주가는 Stocktwits에 따르면 1년 만에 최악의 한 달을 향해 가고 있다. https://slicast.com/article/5now1v Slicast en 2026-10-11T06:30:42.000Z Google says its India data center will use air cooling amid concerns over water use. https://slicast.com/zh/article/5now1v Slicast zh-cn 2026-10-11T06:30:42.000Z 谷歌表示，其印度数据中心将采用空气冷却，以回应对用水问题的担忧。 https://slicast.com/ko/article/5now1v Slicast ko 2026-10-11T06:30:42.000Z Google는 물 사용에 대한 우려 속에서 인도 데이터센터에 공랭식 냉각 방식을 적용할 계획이라고 밝혔다. https://slicast.com/article/g3rvpm Slicast en 2026-10-11T06:25:00.000Z CXMT's innovative 4F² DRAM is being hailed by experts as a breakthrough in China's push into server memory chips. https://slicast.com/zh/article/g3rvpm Slicast zh-cn 2026-10-11T06:25:00.000Z 长鑫存储（CXMT）的创新型4F²动态随机存取存储器被专家视为中国拓展服务器内存芯片的一项突破。 https://slicast.com/ko/article/g3rvpm Slicast ko 2026-10-11T06:25:00.000Z CXMT의 혁신적인 4F² DRAM은 중국의 서버 메모리 칩 육성 노력에서 돌파구로 전문가들의 평가를 받고 있다. https://slicast.com/article/1ezupgd Slicast en 2026-10-11T06:10:53.000Z A nanocap stock more than doubled after a strategic pivot into the AI data-center market, according to Stocktwits. https://slicast.com/zh/article/1ezupgd Slicast zh-cn 2026-10-11T06:10:53.000Z 一家纳米盘股票在战略转向人工智能数据中心市场后涨幅超过100%。 https://slicast.com/ko/article/1ezupgd Slicast ko 2026-10-11T06:10:53.000Z 나스닥 상장 나노캡 종목이 AI 데이터센터 시장으로의 전략적 전환 이후 두 배 이상 급등했다고 Stocktwits가 전했다. https://slicast.com/article/qhgmte Slicast en 2026-10-11T06:02:12.000Z 36Kr reports that the AI sector faces a critical shortage of exit buyers. https://slicast.com/zh/article/qhgmte Slicast zh-cn 2026-10-11T06:02:12.000Z 36Kr报道称，人工智能行业正面临严重的退出买家短缺问题。 https://slicast.com/ko/article/qhgmte Slicast ko 2026-10-11T06:02:12.000Z 36Kr는 AI 분야가 투자 회수(엑시트)를 위한 인수자가 심각하게 부족한 상황에 직면해 있다고 보도했다. https://slicast.com/article/nxsmvc Slicast en 2026-10-11T06:00:00.000Z MoneyWeek profiles how Sheikh Tahnoon sits at the heart of the UAE's AI boom. https://slicast.com/zh/article/nxsmvc Slicast zh-cn 2026-10-11T06:00:00.000Z MoneyWeek专题报道阿联酋的Sheikh Tahnoon在人工智能热潮中所扮演的核心角色。 https://slicast.com/ko/article/nxsmvc Slicast ko 2026-10-11T06:00:00.000Z MoneyWeek는 셰이크 타흐눈이 UAE의 AI 붐의 중심에 자리하고 있는 모습을 조명했다. https://slicast.com/article/1fo19vf Slicast en 2026-10-11T05:42:34.000Z Meta's infrastructure chief says Meta's 2026 AI spending will exceed $100bn. https://slicast.com/zh/article/1fo19vf Slicast zh-cn 2026-10-11T05:42:34.000Z Meta基础设施负责人表示，Meta 2026年的人工智能支出将超过1000亿美元。 https://slicast.com/ko/article/1fo19vf Slicast ko 2026-10-11T05:42:34.000Z Meta의 인프라 총괄 책임자는 Meta의 2026년 AI 투자 규모가 1,000억 달러를 넘을 것이라고 밝혔다. https://slicast.com/article/cdzu0x Slicast en 2026-10-11T05:31:04.000Z RUM stock soared after its CEO bet heavily on pivoting into AI compute. https://slicast.com/zh/article/cdzu0x Slicast zh-cn 2026-10-11T05:31:04.000Z RUM股价大涨，因其CEO大举押注转向人工智能算力业务。 https://slicast.com/ko/article/cdzu0x Slicast ko 2026-10-11T05:31:04.000Z RUM 주가는 CEO가 AI 컴퓨팅 사업으로의 전환에 대규모로 베팅하면서 급등했다. https://slicast.com/article/11pkuja Slicast en 2026-10-11T05:25:05.000Z Altman-Musk feud escalates over SpaceX's space-data center claims. https://slicast.com/zh/article/11pkuja Slicast zh-cn 2026-10-11T05:25:05.000Z Altman与Musk之间的争执因SpaceX关于太空数据中心的说法而升级。 https://slicast.com/ko/article/11pkuja Slicast ko 2026-10-11T05:25:05.000Z Altman-Musk 갈등, SpaceX의 우주 데이터센터 주장을 두고 격화 https://slicast.com/article/1n71opq Slicast en 2026-10-11T05:22:38.000Z A Chinese-language commentary argues that compute now decides who wins in Silicon Valley, with VCs starting to stockpile GPUs. https://slicast.com/zh/article/1n71opq Slicast zh-cn 2026-10-11T05:22:38.000Z 一篇中文评论认为，算力已成为硅谷竞争的关键，风险投资机构开始囤积图形处理器。 https://slicast.com/ko/article/1n71opq Slicast ko 2026-10-11T05:22:38.000Z 실리콘밸리에서 이제 승부를 가르는 것은 컴퓨팅 자원이라는 주장이 중국어 논평에서 제기됐다. 벤처캐피털들이 GPU를 확보하기 시작했다는 내용이다. https://slicast.com/article/18gv6wn Slicast en 2026-10-11T05:12:52.000Z SK Hynix's share buyback continues as IBK and Bernstein diverge on HBM pricing. https://slicast.com/zh/article/18gv6wn Slicast zh-cn 2026-10-11T05:12:52.000Z SK海力士的股份回购仍在继续，而韩国企业银行（IBK）与伯恩斯坦对高带宽内存定价的看法出现分歧。 https://slicast.com/ko/article/18gv6wn Slicast ko 2026-10-11T05:12:52.000Z SK하이닉스의 자사주 매입이 계속되는 가운데, IBK와 번스타인은 HBM 가격 전망에서 엇갈린 시각을 보이고 있다. https://slicast.com/article/k0zjgl Slicast en 2026-10-11T05:10:16.000Z Qualcomm's CEO says AI firms want phones running 100-billion-parameter models by 2028. https://slicast.com/zh/article/k0zjgl Slicast zh-cn 2026-10-11T05:10:16.000Z 高通首席执行官表示，人工智能公司希望到2028年让手机运行1000亿参数的模型。 https://slicast.com/ko/article/k0zjgl Slicast ko 2026-10-11T05:10:16.000Z Qualcomm CEO "2028년까지 AI 기업들은 1,000억 개 매개변수 모델을 구동하는 스마트폰을 원한다"고 말해. Wait, that includes quotes and an error in wording. Corrected output: Qualcomm CEO, AI 기업들이 2028년까지 1,000억 매개변수 모델을 구동하는 스마트폰을 원한 https://slicast.com/article/18epn3m Slicast en 2026-10-11T04:45:12.000Z A TOKENPOST analysis says U.S.-China chip controls could enforce an AI pause lasting at least 10 years. https://slicast.com/zh/article/18epn3m Slicast zh-cn 2026-10-11T04:45:12.000Z TOKENPOST分析认为，美中芯片管制可能强制形成一段至少持续10年的人工智能暂停期。 https://slicast.com/ko/article/18epn3m Slicast ko 2026-10-11T04:45:12.000Z 미국-중국 반도체 통제가 최소 10년간 AI 개발 중단을 강제할 수 있다는 것이 TOKENPOST 분석의 주장이다. https://slicast.com/article/1v5skwi Slicast en 2026-10-11T04:38:32.000Z Stocktwits previews AMD's Q2 earnings, focusing on the push into server CPUs as Lisa Su eyes a $220B market. https://slicast.com/zh/article/1v5skwi Slicast zh-cn 2026-10-11T04:38:32.000Z AMD第二季度财报前瞻：市场关注其服务器中央处理器业务的推进，以及Lisa Su瞄准的2200亿美元市场。 https://slicast.com/ko/article/1v5skwi Slicast ko 2026-10-11T04:38:32.000Z Stocktwits, AMD의 2분기 실적을 미리 살펴보며, 리사 수 CEO가 2,200억 달러 규모로 보는 시장을 겨냥한 서버 CPU 사업 확대에 초점을 맞춥니다. https://slicast.com/article/e5n9pm Slicast en 2026-10-11T04:29:51.000Z AI labs are now spending more compute on teaching models to think than on teaching them to learn, according to Startup Fortune. https://slicast.com/zh/article/e5n9pm Slicast zh-cn 2026-10-11T04:29:51.000Z 人工智能实验室目前投入于教模型「思考」的算力，已超过用于教模型「学习」的算力。 https://slicast.com/ko/article/e5n9pm Slicast ko 2026-10-11T04:29:51.000Z AI 연구소들은 이제 모델을 학습시키는 데 드는 연산 자원보다 모델이 추론하도록 가르치는 데 더 많은 연산 자원을 쓰고 있다고 Startup Fortune이 보도했다. https://slicast.com/article/1g45qbu Slicast en 2026-10-11T04:27:20.000Z Stacking 3D chips higher does not guarantee better performance or profit, and whether 3D integration scales commercially depends on yield and the cost of each good chip, not just bonding precision. https://slicast.com/zh/article/1g45qbu Slicast zh-cn 2026-10-11T04:27:20.000Z 芯片堆得越高，性能未必越好，利润也未必越多；3D集成能否规模化商用，取决于良率和每颗合格芯片的成本，而不仅是键合精度。 https://slicast.com/ko/article/1g45qbu Slicast ko 2026-10-11T04:27:20.000Z 3D 칩을 높이 쌓는다고 해서 성능이나 수익이 반드시 향상되는 것은 아니며, 3D 집적의 상업적 확대 가능 여부는 본딩 정밀도뿐 아니라 수율과 양품 칩 하나당 생산 비용에 달려 있다. https://slicast.com/article/1qm8r3g Slicast en 2026-10-11T04:21:41.000Z China's AI sector is starting to calculate the economics of compute, as model call prices keep falling while compute investment keeps surging. https://slicast.com/zh/article/1qm8r3g Slicast zh-cn 2026-10-11T04:21:41.000Z 中国人工智能行业开始为算力算账：模型调用价格持续下降，算力投资却加速攀升。 https://slicast.com/ko/article/1qm8r3g Slicast ko 2026-10-11T04:21:41.000Z 중국 AI 산업이 컴퓨팅의 경제성을 따지기 시작했다. 모델 호출 가격은 계속 하락하는 반면, 컴퓨팅 투자는 급증하고 있기 때문이다. https://slicast.com/article/vpq0ic Slicast en 2026-10-11T04:11:02.000Z Applied Digital's $6.4 billion debt burden is testing investor nerves after a mixed quarter. https://slicast.com/zh/article/vpq0ic Slicast zh-cn 2026-10-11T04:11:02.000Z Applied Digital背负64亿美元债务，在业绩喜忧参半的季度后，正在考验投资者的耐心。 https://slicast.com/ko/article/vpq0ic Slicast ko 2026-10-11T04:11:02.000Z Applied Digital의 64억 달러 규모 부채 부담이 엇갈린 분기 실적 이후 투자자들의 우려를 키우고 있다. https://slicast.com/article/82vzp9 Slicast en 2026-10-11T04:03:29.000Z A broker tied to Super Micro has pleaded guilty in a scheme to smuggle Nvidia AI chips to China. https://slicast.com/zh/article/82vzp9 Slicast zh-cn 2026-10-11T04:03:29.000Z 与超微电脑相关的一名中间商承认在一项向中国走私英伟达人工智能芯片的计划中有罪。 https://slicast.com/ko/article/82vzp9 Slicast ko 2026-10-11T04:03:29.000Z 한 슈퍼마이크로(Super Micro)와 연계된 중개업체가 엔비디아 AI 칩을 중국으로 밀반입한 계획과 관련해 유죄를 인정했다. https://slicast.com/article/zhqr2a Slicast en 2026-10-11T03:36:07.000Z Microsoft, Meta and Google earnings quieted critics of AI spending as Big Tech capex swells to $725 billion. https://slicast.com/zh/article/zhqr2a Slicast zh-cn 2026-10-11T03:36:07.000Z 微软、Meta和谷歌在同一晚的财报中化解了对人工智能支出的质疑，大型科技公司资本开支膨胀至7250亿美元。 https://slicast.com/ko/article/zhqr2a Slicast ko 2026-10-11T03:36:07.000Z Microsoft, Meta, Google 실적으로 빅테크 AI 투자 비판론 잠잠… 빅테크 설비투자 7,250억 달러로 확대 https://slicast.com/article/1jm92xj Slicast en 2026-10-11T03:25:45.000Z Global semiconductor sales surged 103% to US$957 billion in the first eight months. https://slicast.com/zh/article/1jm92xj Slicast zh-cn 2026-10-11T03:25:45.000Z 全球半导体销售额在前八个月飙升103%，达到9570亿美元。 https://slicast.com/ko/article/1jm92xj Slicast ko 2026-10-11T03:25:45.000Z 글로벌 반도체 매출이 최근 8개월간 103% 급증해 9,570억 달러를 기록했다. https://slicast.com/article/1nnsg53 Slicast en 2026-10-11T02:47:03.000Z Riot Platforms (RIOT) stock surged 26% overnight, according to Stocktwits. https://slicast.com/zh/article/1nnsg53 Slicast zh-cn 2026-10-11T02:47:03.000Z Riot Platforms（RIOT）股价隔夜大涨26%，据Stocktwits报道。 https://slicast.com/ko/article/1nnsg53 Slicast ko 2026-10-11T02:47:03.000Z Riot Platforms (RIOT) 주가가 Stocktwits에 따르면 밤사이 26% 급등했다. https://slicast.com/article/1htsc49 Slicast en 2026-10-11T02:02:19.000Z Infineon is betting on quantum and AI power as investors watch its November results. https://slicast.com/zh/article/1htsc49 Slicast zh-cn 2026-10-11T02:02:19.000Z 英飞凌押注量子计算与人工智能电源业务，投资者正关注其11月财报。 https://slicast.com/ko/article/1htsc49 Slicast ko 2026-10-11T02:02:19.000Z Infineon은 투자자들이 11월 실적 발표를 주시하는 가운데 양자 및 AI 전력 반도체에 베팅하고 있다. https://slicast.com/article/cvmb9z Slicast en 2026-10-11T01:53:59.000Z Bernstein estimates AI data-center costs have reached $39.5 billion per GW, and depreciation is the bigger warning. https://slicast.com/zh/article/cvmb9z Slicast zh-cn 2026-10-11T01:53:59.000Z 伯恩斯坦估计，人工智能数据中心的成本已达到每吉瓦395亿美元，但折旧才是更大的隐忧。 https://slicast.com/ko/article/cvmb9z Slicast ko 2026-10-11T01:53:59.000Z Bernstein은 AI 데이터센터 비용이 GW당 395억 달러에 달한 것으로 추산했으며, 감가상각이 더 큰 경고 신호라고 밝혔다. https://slicast.com/article/1bs3zcb Slicast en 2026-10-11T01:43:30.000Z Elon Musk claims his companies can make chips better than anyone else. https://slicast.com/zh/article/1bs3zcb Slicast zh-cn 2026-10-11T01:43:30.000Z 埃隆·马斯克声称，他旗下公司制造的芯片比任何人都好。 https://slicast.com/ko/article/1bs3zcb Slicast ko 2026-10-11T01:43:30.000Z Elon Musk는 자신의 기업들이 누구보다도 더 나은 칩을 만들 수 있다고 주장했다. https://slicast.com/article/1thp3g7 Slicast en 2026-10-11T01:27:22.000Z SemiAnalysis estimates Anthropic's inference business could reach 88% margins. https://slicast.com/zh/article/1thp3g7 Slicast zh-cn 2026-10-11T01:27:22.000Z SemiAnalysis估计，Anthropic的推理业务利润率可能达到88%。 https://slicast.com/ko/article/1thp3g7 Slicast ko 2026-10-11T01:27:22.000Z SemiAnalysis는 Anthropic의 추론(inference) 사업이 88% 마진율에 도달할 수 있다고 추정했다. https://slicast.com/article/p9u38u Slicast en 2026-10-11T01:17:50.000Z Nokia faces a critical week after a 7% selloff, with investors asking whether strong AI orders can reverse the trend. https://slicast.com/zh/article/p9u38u Slicast zh-cn 2026-10-11T01:17:50.000Z 诺基亚在经历7%的股价下跌后迎来关键一周，投资者在问强劲的人工智能订单能否扭转走势。 https://slicast.com/ko/article/p9u38u Slicast ko 2026-10-11T01:17:50.000Z Nokia, 7% 급락 이후 중대한 한 주를 맞이했으며, 투자자들은 견조한 AI 수주가 이 흐름을 되돌릴 수 있을지 주목하고 있다. https://slicast.com/article/dlrn2o Slicast en 2026-10-11T01:10:18.000Z Applied Digital has powered up its North Dakota site while laying groundwork for its first European data center. https://slicast.com/zh/article/dlrn2o Slicast zh-cn 2026-10-11T01:10:18.000Z Applied Digital已为北达科他州的园区通电，同时为其首个欧洲数据中心奠定基础。 https://slicast.com/ko/article/dlrn2o Slicast ko 2026-10-11T01:10:18.000Z Applied Digital은 노스다코타 부지의 가동을 시작했으며, 첫 유럽 데이터센터의 기반 공사도 진행하고 있습니다. https://slicast.com/article/iz89na Slicast en 2026-10-11T01:09:58.000Z NextBigFuture's 'AI factory' math says one new AI data center per month adds $25 billion of annual revenue capacity each month, rising to $75 billion per month with Rubin chips, and underpins a $1,000 https://slicast.com/zh/article/iz89na Slicast zh-cn 2026-10-11T01:09:58.000Z NextBigFuture的'AI工厂'测算称，每月新增一座人工智能数据中心，每月将带来250亿美元的年度收入产能，采用Rubin芯片后将增至750亿美元/月，并以此支撑SpaceX在2027年达到1000美元的目标。 https://slicast.com/ko/article/iz89na Slicast ko 2026-10-11T01:09:58.000Z NextBigFuture의 'AI 팩토리' 산정에 따르면, 신규 AI 데이터센터 한 곳이 월 1개씩 가동될 때마다 연간 매출 창출 역량이 매월 250억 달러씩 추가되며, Rubin 칩 적용 시 월 750억 달러로 늘어난다. 이 전망은 2027년 SpaceX 목표가 1,000달러의 근거이기도 하다. https://slicast.com/article/xzifei Slicast en 2026-10-11T00:57:48.000Z Nvidia has hit a $6 trillion market cap, prompting debate on whether the AI boom is a bubble. https://slicast.com/zh/article/xzifei Slicast zh-cn 2026-10-11T00:57:48.000Z 英伟达市值达到6万亿美元，引发了人工智能热潮是否已成泡沫的讨论。 https://slicast.com/ko/article/xzifei Slicast ko 2026-10-11T00:57:48.000Z 엔비디아, 시가총액 6조 달러 돌파... AI 붐이 거품인지에 대한 논쟁 확산 https://slicast.com/article/n0vjqg Slicast en 2026-10-11T00:51:35.000Z TeraWulf has doubled power capacity at its Muskie data campus to 1 GW, and its stock dipped on the news. https://slicast.com/zh/article/n0vjqg Slicast zh-cn 2026-10-11T00:51:35.000Z TeraWulf将其Muskie数据园区的电力容量翻倍至1吉瓦，该消息公布后其股价下跌。 https://slicast.com/ko/article/n0vjqg Slicast ko 2026-10-11T00:51:35.000Z TeraWulf는 Muskie 데이터 캠퍼스의 전력 용량을 두 배로 늘려 1GW에 도달했으며, 이 소식에 주가는 하락했다. https://slicast.com/article/16hlpdp Slicast en 2026-10-11T00:08:30.000Z A giant US power merger is betting on the AI build-out, though its outcome may hinge on power bills. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-10-11T00:08:30.000Z 一项大型美国电力并购押注人工智能基础设施建设，但其成败可能取决于电费。 https://slicast.com/ko/article/16hlpdp Slicast ko 2026-10-11T00:08:30.000Z 미국 대형 전력 기업 간 합병이 AI 인프라 확충에 베팅하고 있으나, 그 성패는 전기요금에 달려 있을 수 있다. https://slicast.com/article/122sr4w Slicast en 2026-10-11T00:08:13.000Z EnergyNow commentary says the US AI boom faces an electric shock from rising power demand. https://slicast.com/zh/article/122sr4w Slicast zh-cn 2026-10-11T00:08:13.000Z EnergyNow的评论称，美国人工智能热潮正面临一场“电力冲击”。 https://slicast.com/ko/article/122sr4w Slicast ko 2026-10-11T00:08:13.000Z EnergyNow 논평에 따르면, 미국 AI 붐은 급증하는 전력 수요로 인해 전력 공급 측면의 충격에 직면해 있다. https://slicast.com/article/17c0r27 Slicast en 2026-10-11T00:01:29.000Z ERCOT expects power demand to surge through the 2030s, driven by data-center growth. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-11T00:01:29.000Z ERCOT预计2030年代电力需求将大幅攀升，主要受数据中心增长驱动。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-11T00:01:29.000Z ERCOT는 데이터센터 확산에 힘입어 2030년대 내내 전력 수요가 크게 늘어날 것으로 전망하고 있다. https://slicast.com/article/1re2h93 Slicast en 2026-10-10T23:54:02.000Z Damodaran argues AI capex is distorting reported earnings and cash flows. https://slicast.com/zh/article/1re2h93 Slicast zh-cn 2026-10-10T23:54:02.000Z Damodaran认为，人工智能资本开支正在扭曲企业报告的利润与现金流。 https://slicast.com/ko/article/1re2h93 Slicast ko 2026-10-10T23:54:02.000Z Damodaran는 AI 설비투자(capex)가 보고된 이익과 현금흐름을 왜곡하고 있다고 주장한다. https://slicast.com/article/1iez2cy Slicast en 2026-10-10T23:29:10.000Z Intel (INTC), AMD and Broadcom (AVGO) shares rose premarket after Nvidia's blowout earnings report. https://slicast.com/zh/article/1iez2cy Slicast zh-cn 2026-10-10T23:29:10.000Z 英伟达发布超预期财报后，英特尔（INTC）、AMD与博通（AVGO）盘前股价上涨。 https://slicast.com/ko/article/1iez2cy Slicast ko 2026-10-10T23:29:10.000Z Intel(INTC), AMD, Broadcom(AVGO) 주가는 엔비디아의 호실적 발표 이후 장전 거래에서 상승했다. https://slicast.com/article/z6t3f8 Slicast en 2026-10-10T23:20:25.000Z A $22.3 billion power-and-data-center campus is being cited as redrawing the AI infrastructure map, according to EGE Exchange Notes. https://slicast.com/zh/article/z6t3f8 Slicast zh-cn 2026-10-10T23:20:25.000Z 据EGE Exchange Notes报道，一个223亿美元的电力与数据中心一体化园区，正在重塑人工智能基础设施版图。 https://slicast.com/ko/article/z6t3f8 Slicast ko 2026-10-10T23:20:25.000Z $223억 규모의 전력 및 데이터센터 캠퍼스가 AI 인프라 지도를 다시 그리고 있다고 EGE Exchange Notes가 보도했다. Wait, the amount is $22.3 billion, so it should be 223억 is wrong. Correct version: $22.3억 달러 규모의 전력 및 데이터센터 캠퍼스가 AI 인프라 지도를 https://slicast.com/article/hgi2zb Slicast en 2026-10-10T22:31:52.000Z Nvidia picked Intel's Xeon 6 and invested $5 billion in Intel, yet analysts still trail INTC in price forecasts. https://slicast.com/zh/article/hgi2zb Slicast zh-cn 2026-10-10T22:31:52.000Z 英伟达选用了英特尔的Xeon 6，并向英特尔投资50亿美元，但分析师的价格预测仍落后于INTC的表现。 https://slicast.com/ko/article/hgi2zb Slicast ko 2026-10-10T22:31:52.000Z Nvidia가 Intel의 Xeon 6를 선택하고 Intel에 50억 달러를 투자했음에도, 애널리스트들은 여전히 INTC의 주가 전망에서 뒤처져 있다. https://slicast.com/article/784l75 Slicast en 2026-10-10T21:12:00.000Z Nuclear startup in Texas applies for connection to the power grid https://slicast.com/zh/article/784l75 Slicast zh-cn 2026-10-10T21:12:00.000Z 德州核创企 Blue Energy 率先向电网提交 SMR 并网申请,计划部署 5 座小型模块化反应堆 https://slicast.com/ko/article/784l75 Slicast ko 2026-10-10T21:12:00.000Z 텍사스의 원자력 스타트업, 전력망 연결 신청 https://slicast.com/article/1uhevub Slicast en 2026-10-10T21:11:00.000Z Google taking the data center race off-planet https://slicast.com/zh/article/1uhevub Slicast zh-cn 2026-10-10T21:11:00.000Z Google Project Suncatcher:4 枚定制 TPU 搭乘 SpaceX 于 10 月 1 日进入低轨道,开启太空算力试验 https://slicast.com/ko/article/1uhevub Slicast ko 2026-10-10T21:11:00.000Z Google, 데이터센터 경쟁을 지구 밖으로 확장 https://slicast.com/article/2wuzxl Slicast en 2026-10-10T21:10:00.000Z Bitfarms to Exit Bitcoin Mining and Transition to AI Infrastructure by 2027 https://slicast.com/zh/article/2wuzxl Slicast zh-cn 2026-10-10T21:10:00.000Z Bitfarms 宣布 2027 年全面退出比特币挖矿,以 1.28 亿美元将华盛顿矿场改造为 AI/HPC 中心 https://slicast.com/ko/article/2wuzxl Slicast ko 2026-10-10T21:10:00.000Z Bitfarms, 2027년까지 비트코인 채굴 사업 철수 및 AI 인프라로 전환 https://slicast.com/article/1fgf5nj Slicast en 2026-10-10T21:08:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises Projection https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-10T21:08:00.000Z 五大超大规模厂商 2026 年 AI 资本开支合计逾 7,300 亿美元,Amazon 单家上调至 2,200 亿美元 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-10T21:08:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 전망치 상향 https://slicast.com/article/z95nd9 Slicast en 2026-10-10T21:07:00.000Z Economist Estimates AI Buildout Would Need $3.55 Trillion in Annual Revenue https://slicast.com/zh/article/z95nd9 Slicast zh-cn 2026-10-10T21:07:00.000Z Columbia 教授测算:AI 基础设施投资每年需创造 3.55 万亿美元营收方可回本,若算力设备折旧加速则跳升至 5.7 万亿 https://slicast.com/ko/article/z95nd9 Slicast ko 2026-10-10T21:07:00.000Z 경제학자 추정, AI 인프라 구축에 연간 3조 5,500억 달러 매출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-10T21:06:00.000Z SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-10T21:06:00.000Z NVIDIA 要求 SK Hynix/Samsung/Micron 在 Q4 2026 供应 16 层 HBM4,Vera Rubin 供应链军备竞赛升级 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-10T21:06:00.000Z SK hynix, Samsung, Micron, NVIDIA 공급 계약을 두고 신규 16-Hi HBM4 주문을 놓고 경쟁 중 https://slicast.com/article/1alm79f Slicast en 2026-10-10T21:05:00.000Z Anthropic will be 'most ridiculous IPO' of year, analyst says https://slicast.com/zh/article/1alm79f Slicast zh-cn 2026-10-10T21:05:00.000Z Anthropic 据报锁定 Nasdaq,IPO 目标估值高达 2 万亿美元,Morgan Stanley/Goldman/JPMorgan 联合承销,分析师直呼"年度最荒谬 IPO" https://slicast.com/ko/article/1alm79f Slicast ko 2026-10-10T21:05:00.000Z Anthropic 상장, 올해 "가장 터무니없는 IPO"… 애널리스트 지적 https://slicast.com/article/hnkevl Slicast en 2026-10-10T21:04:00.000Z Senate Report: Big Tech Is Sticking Ratepayers With the AI Grid Bill https://slicast.com/zh/article/hnkevl Slicast zh-cn 2026-10-10T21:04:00.000Z 参议院 10 月 9 日发布 27 页报告,点名 Amazon/Google/Meta/Microsoft/CoreWeave/Digital Realty/Equinix 拒付电网成本,290 亿美元转嫁普通用户 https://slicast.com/ko/article/hnkevl Slicast ko 2026-10-10T21:04:00.000Z Senate 보고서: 빅테크, AI 전력망 비용을 전기요금 납부자에게 전가 https://slicast.com/article/1ii7xjo Slicast en 2026-10-10T21:03:00.000Z Google, Constellation Energy Strike Deal for Nuclear Power https://slicast.com/zh/article/1ii7xjo Slicast zh-cn 2026-10-10T21:03:00.000Z Google 与 Constellation 签署 890 MW 核电 20 年 PPA,带动 43 亿美元现有机组升级投资 https://slicast.com/ko/article/1ii7xjo Slicast ko 2026-10-10T21:03:00.000Z Google, Constellation Energy 원자력 발전 계약 체결 https://slicast.com/article/ow54y3 Slicast en 2026-10-10T21:01:00.000Z CoreWeave Stock Fell Nearly 8% in a Day on an OpenAI Revenue Report. Here's Why Its Borrowing Model Raises the Stakes https://slicast.com/zh/article/ow54y3 Slicast zh-cn 2026-10-10T21:01:00.000Z CoreWeave"现金陷阱"条款曝光叠加 $30 亿可转债与 ATM 稀释,CRWV 单日 -7.77% 至 $81.58 https://slicast.com/ko/article/ow54y3 Slicast ko 2026-10-10T21:01:00.000Z CoreWeave 주가, OpenAI 매출 보도에 하루 만에 약 8% 하락. 차입 모델이 리스크를 키운 이유 https://slicast.com/commentary/intel-2026-10-10 Slicast en 2026-10-10T20:45:01.958Z Intel Glass Substrate: Timeline and Capacity, October 2026 https://slicast.com/zh/commentary/intel-2026-10-10 Slicast zh-cn 2026-10-10T20:45:01.958Z 英特尔玻璃基板：量产时间线与产能，2026年10月 https://slicast.com/commentary/microsoft-2026-10-10 Slicast en 2026-10-10T20:37:37.148Z Microsoft Azure AI Infrastructure, October 2026: $115.95 Billion in Capex and a 38-Gigawatt Network Target https://slicast.com/zh/commentary/microsoft-2026-10-10 Slicast zh-cn 2026-10-10T20:37:37.148Z 微软Azure AI基础设施，2026年10月：资本支出1159.5亿美元，剑指38吉瓦全球网络目标 https://slicast.com/commentary/fluidstack-2026-10-10 Slicast en 2026-10-10T20:28:44.798Z Fluidstack Barber Lake 20-Year Lease Commitment, October 2026 https://slicast.com/zh/commentary/fluidstack-2026-10-10 Slicast zh-cn 2026-10-10T20:28:44.798Z Fluidstack Barber Lake数据中心20年租约承诺，2026年10月 https://slicast.com/commentary/nvidia-2026-10-10 Slicast en 2026-10-10T20:24:00.521Z Nvidia Export Control Enforcement and AI Demand Pipeline, October 2026 https://slicast.com/zh/commentary/nvidia-2026-10-10 Slicast zh-cn 2026-10-10T20:24:00.521Z 英伟达出口管制执法与AI需求管线，2026年10月 https://slicast.com/brief/2026-10-11 Slicast en 2026-10-10T20:06:46.711Z Latest AI Infrastructure News: October 11, 2026 https://slicast.com/zh/brief/2026-10-11 Slicast zh-cn 2026-10-10T20:06:46.711Z AI 基础设施新闻早报 · 2026年10月11日 https://slicast.com/ko/brief/2026-10-11 Slicast ko 2026-10-10T20:06:46.711Z 최신 AI 인프라 뉴스 · 2026년 10월 11일 https://slicast.com/article/v1v5bj Slicast en 2026-10-10T19:07:42.000Z Cerebras (CBRS) shares have fallen more than 50% from their all-time high as OpenAI's shift toward Nvidia weakens Cerebras's strategic position. https://slicast.com/zh/article/v1v5bj Slicast zh-cn 2026-10-10T19:07:42.000Z Cerebras（CBRS）股价较历史高点回落逾50%，原因是OpenAI转向英伟达，削弱了Cerebras的战略地位。 https://slicast.com/ko/article/v1v5bj Slicast ko 2026-10-10T19:07:42.000Z Cerebras(CBRS) 주가는 OpenAI가 Nvidia 쪽으로 방향을 틀면서 Cerebras의 전략적 입지가 약화되자, 사상 최고치 대비 50% 넘게 하락했다. https://slicast.com/article/19jye9r Slicast en 2026-10-10T17:30:00.000Z CXMT is gearing up to launch a DDR5 RDIMM product built on its 4F² memory cell architecture before year-end, a move the report says would leapfrog Samsung by about two years. https://slicast.com/zh/article/19jye9r Slicast zh-cn 2026-10-10T17:30:00.000Z 长鑫存储（CXMT）计划在年底前推出采用4F²存储单元架构的DDR5 RDIMM产品，据报道这一进展可使其在技术上领先三星约两年。 https://slicast.com/ko/article/19jye9r Slicast ko 2026-10-10T17:30:00.000Z CXMT는 연말 이전에 4F² 메모리 셀 아키텍처 기반의 DDR5 RDIMM 제품을 출시할 준비를 하고 있으며, 해당 보고서에 따르면 이는 삼성전자를 약 2년 앞서는 행보가 된다. https://slicast.com/article/9o44jj Slicast en 2026-10-10T17:13:04.000Z Applied Digital's power subsidiary has quietly filed for an IPO, while its debt load overshadows a 322% jump in revenue. https://slicast.com/zh/article/9o44jj Slicast zh-cn 2026-10-10T17:13:04.000Z Applied Digital的电力子公司已悄然提交首次公开募股（IPO）申请，而其沉重的债务负担掩盖了营收大增322%的亮眼数据。 https://slicast.com/ko/article/9o44jj Slicast ko 2026-10-10T17:13:04.000Z Applied Digital의 전력 자회사가 조용히 IPO를 신청한 가운데, 회사의 부채 부담이 322% 급증한 매출을 가리고 있다. https://slicast.com/article/1yqw8ey Slicast en 2026-10-10T16:46:57.000Z A Super Micro-linked contractor has pleaded guilty in the $2.5 billion AI chip diversion case tied to shipments to China. https://slicast.com/zh/article/1yqw8ey Slicast zh-cn 2026-10-10T16:46:57.000Z 一名与超微电脑有关联的承包商，已在涉及25亿美元、与中国相关的人工智能芯片转移案中认罪。 https://slicast.com/ko/article/1yqw8ey Slicast ko 2026-10-10T16:46:57.000Z Super Micro와 연계된 한 계약업체가 중국으로의 출하와 관련된 25억 달러 규모 AI 칩 밀반출 사건에서 유죄를 인정했다. https://slicast.com/article/gsvrwb Slicast en 2026-10-10T16:31:02.000Z Micron's HBM production line in Taichung has fired up, with AI demand seen as steadying the stock. https://slicast.com/zh/article/gsvrwb Slicast zh-cn 2026-10-10T16:31:02.000Z 美光位于台中的高带宽存储器产线已经投产，市场认为人工智能需求有助于稳定其股价。 https://slicast.com/ko/article/gsvrwb Slicast ko 2026-10-10T16:31:02.000Z Micron의 타이중 HBM 생산라인이 가동에 들어갔으며, AI 수요가 주가를 안정시키는 요인으로 꼽히고 있다. https://slicast.com/article/17w51k5 Slicast en 2026-10-10T15:40:00.000Z SoftBank is seeking $100 billion from Middle Eastern investors for what it calls AI-refined projects, under which it would buy companies that do not use AI or robotics and apply those technologies to https://slicast.com/zh/article/17w51k5 Slicast zh-cn 2026-10-10T15:40:00.000Z 软银正寻求从中东投资者处募集1000亿美元，用于其所谓的'AI精炼'项目：收购不使用人工智能或机器人技术的企业，再引入这些技术以提升其运营与估值。 https://slicast.com/ko/article/17w51k5 Slicast ko 2026-10-10T15:40:00.000Z SoftBank는 AI 고도화 프로젝트라고 부르는 사업을 위해 중동 투자자들로부터 1,000억 달러를 모집하려 하고 있습니다. 이 사업은 AI나 로봇 기술을 활용하지 않는 기업을 인수한 뒤, 해당 기술을 적용해 운영을 개선하고 기업 가치를 높이는 구조입니다. https://slicast.com/article/1my8rlf Slicast en 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun, one of three people charged with smuggling Super Micro servers carrying advanced Nvidia AI chips to China, has pleaded guilty. https://slicast.com/zh/article/1my8rlf Slicast zh-cn 2026-10-10T15:35:00.000Z 因涉嫌走私载有英伟达先进人工智能芯片的超微电脑服务器至中国而被起诉的三人之一，Ting-Wei 'Willy' Sun已认罪。 https://slicast.com/ko/article/1my8rlf Slicast ko 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun은 Super Micro 서버를 중국으로 밀반출한 혐의로 기소된 3명 중 한 명으로, 고급 Nvidia AI 칩이 탑재된 서버였습니다. 그는 유죄를 인정했습니다. https://slicast.com/article/1gxf9xu Slicast en 2026-10-10T15:31:33.000Z A price target cut to $70 on Applied Digital highlights the financing squeeze behind its AI land grab. https://slicast.com/zh/article/1gxf9xu Slicast zh-cn 2026-10-10T15:31:33.000Z Applied Digital目标价被下调至70美元，凸显其在抢占人工智能用地过程中所面临的融资压力。 https://slicast.com/ko/article/1gxf9xu Slicast ko 2026-10-10T15:31:33.000Z Applied Digital의 목표주가가 70달러로 하향 조정되면서, AI 용지 확보 경쟁 이면의 자금 조달 압박이 부각되고 있다. https://slicast.com/article/50tlg5 Slicast en 2026-10-10T15:29:00.000Z Wholesale electricity prices in America's largest electricity market have surged 41%, and the report attributes the spike in part to the AI boom. https://slicast.com/zh/article/50tlg5 Slicast zh-cn 2026-10-10T15:29:00.000Z 美国最大电力市场的批发电价已飙升41%，相关报道将此归因于人工智能热潮。 https://slicast.com/ko/article/50tlg5 Slicast ko 2026-10-10T15:29:00.000Z 미국 최대 전력 시장의 도매 전기 가격이 41% 급등했으며, 보고서는 이러한 상승의 원인 중 일부를 AI 붐에서 찾고 있다. https://slicast.com/article/ebcgsu Slicast en 2026-10-10T15:03:00.000Z Oracle has issued a 'force majeure' warning as power for AI data centers becomes scarce, according to TheStreet. The snippet gives no detail on which contracts or sites are affected. https://slicast.com/zh/article/ebcgsu Slicast zh-cn 2026-10-10T15:03:00.000Z Oracle 已发出"不可抗力"预警,原因是 AI 数据中心用电日趋紧张,据 TheStreet 报道。该摘要未说明受影响的具体合同或站点。 https://slicast.com/ko/article/ebcgsu Slicast ko 2026-10-10T15:03:00.000Z Oracle가 AI 데이터센터용 전력이 부족해짐에 따라 '불가항력' 경고를 발표했다고 TheStreet이 보도했다. 해당 기사 요약에는 어떤 계약이나 사이트가 영향을 받는지에 대한 세부 내용이 없다. https://slicast.com/article/2yk1rd Slicast en 2026-10-10T15:00:00.000Z Tom's Hardware's weekly Premium roundup covers Tencent grabbing bargain chips, a Qualcomm-Huawei IP deal, and a Groq lawsuit. https://slicast.com/zh/article/2yk1rd Slicast zh-cn 2026-10-10T15:00:00.000Z Tom's Hardware每周高级版综述涵盖腾讯抢购低价芯片、高通与华为的知识产权交易，以及Groq诉讼等动态。 https://slicast.com/ko/article/2yk1rd Slicast ko 2026-10-10T15:00:00.000Z Tom's Hardware의 주간 프리미엄 종합 기사는 텐센트의 저가 칩 확보, 퀄컴-화웨이 IP 계약, 그리고 Groq 소송을 다룹니다. https://slicast.com/article/detpv8 Slicast en 2026-10-10T14:40:00.000Z A Senate investigation says some claims AI hyperscalers make about the costs and benefits of their data centers, in permit applications, are misleading. https://slicast.com/zh/article/detpv8 Slicast zh-cn 2026-10-10T14:40:00.000Z 美国参议院的一项调查认为，人工智能超大规模云服务商在数据中心许可申请中提出的部分成本与效益说法存在误导。 https://slicast.com/ko/article/detpv8 Slicast ko 2026-10-10T14:40:00.000Z 상원 조사에 따르면, AI 하이퍼스케일러가 허가 신청서에서 데이터센터의 비용과 효익에 관해 내놓은 일부 주장은 오해의 소지가 있다. https://slicast.com/article/pv6u75 Slicast en 2026-10-10T14:27:54.000Z According to TipRanks, Riot Platforms shares slid after its bold AI pivot spooked traders. https://slicast.com/zh/article/pv6u75 Slicast zh-cn 2026-10-10T14:27:54.000Z 据TipRanks报道，Riot Platforms股价因其大胆的人工智能转型令交易员担忧而下跌。 https://slicast.com/ko/article/pv6u75 Slicast ko 2026-10-10T14:27:54.000Z TipRanks에 따르면, Riot Platforms의 주가는 공격적인 AI 사업 전환에 투자자들이 우려를 드러내면서 하락했다. https://slicast.com/article/9nvc2i Slicast en 2026-10-10T13:41:55.000Z The Hindu reports that the AI data-centre boom is putting India's power grid under pressure and driving up grid upgrade costs. https://slicast.com/zh/article/9nvc2i Slicast zh-cn 2026-10-10T13:41:55.000Z 据报道，人工智能数据中心热潮正给印度电网带来压力，并推高电网升级成本。 https://slicast.com/ko/article/9nvc2i Slicast ko 2026-10-10T13:41:55.000Z 인도 힌두(The Hindu)는 AI 데이터센터 붐으로 인해 인도 전력망에 부담이 가중되고 전력망 업그레이드 비용이 상승하고 있다고 보도했다. https://slicast.com/article/1tao9ry Slicast en 2026-10-10T13:31:13.000Z Wells Fargo has issued a Buy rating on Applied Digital Corporation (APLD). https://slicast.com/zh/article/1tao9ry Slicast zh-cn 2026-10-10T13:31:13.000Z 富国银行已对Applied Digital Corporation（APLD）给出买入评级。 https://slicast.com/ko/article/1tao9ry Slicast ko 2026-10-10T13:31:13.000Z Wells Fargo가 Applied Digital Corporation(APLD)에 대해 매수(Buy) 투자의견을 발표했다. https://slicast.com/article/ftzbe Slicast en 2026-10-10T13:18:50.000Z Indianapolis has formed a $300K panel to rewrite its data center rules, even as three large data-center projects have already won approval. https://slicast.com/zh/article/ftzbe Slicast zh-cn 2026-10-10T13:18:50.000Z 印第安纳波利斯已成立一个30万美元预算的专门小组，以重写数据中心规则，而三个大型数据中心项目已获得批准。 https://slicast.com/ko/article/ftzbe Slicast ko 2026-10-10T13:18:50.000Z 인디애나폴리스가 이미 대형 데이터센터 프로젝트 3건의 승인을 받은 가운데, 데이터센터 규정을 재정비하기 위해 30만 달러 규모의 패널을 구성했다. https://slicast.com/article/15mnfr8 Slicast en 2026-10-10T13:03:56.000Z IEEE Spectrum reports on solar-powered data centers that turn otherwise wasted sunlight into AI compute. https://slicast.com/zh/article/15mnfr8 Slicast zh-cn 2026-10-10T13:03:56.000Z IEEE Spectrum报道了以太阳能供电的数据中心，将原本被浪费的阳光转化为人工智能算力。 https://slicast.com/ko/article/15mnfr8 Slicast ko 2026-10-10T13:03:56.000Z IEEE Spectrum은 기존에는 버려지던 태양광을 AI 연산에 활용하는 태양광 기반 데이터센터를 보도했다. https://slicast.com/article/jjyi0e Slicast en 2026-10-10T12:41:37.000Z According to TipRanks, Together AI emphasizes speed and ecosystem building as core parts of its AI strategy. https://slicast.com/zh/article/jjyi0e Slicast zh-cn 2026-10-10T12:41:37.000Z 据TipRanks报道，Together AI将速度与生态系统建设作为其人工智能战略的核心。 https://slicast.com/ko/article/jjyi0e Slicast ko 2026-10-10T12:41:37.000Z TipRanks에 따르면, Together AI는 AI 전략의 핵심으로 속도와 생태계 구축을 강조하고 있다. https://slicast.com/article/zr2uwg Slicast en 2026-10-10T12:40:34.000Z Huawei and Qualcomm have signed a patent deal covering 5G and AI technologies. https://slicast.com/zh/article/zr2uwg Slicast zh-cn 2026-10-10T12:40:34.000Z 华为与高通签署了一项涵盖5G与人工智能技术的专利协议。 https://slicast.com/ko/article/zr2uwg Slicast ko 2026-10-10T12:40:34.000Z Huawei와 Qualcomm이 5G 및 AI 기술을 아우르는 특허 계약을 체결했다. https://slicast.com/article/1paitpd Slicast en 2026-10-10T12:20:00.000Z Nvidia is reportedly discontinuing GeForce RTX 5090-series products to redirect GB202 silicon toward data center and professional graphics boards, with a GeForce RTX 5080 24 GB version also rumored. https://slicast.com/zh/article/1paitpd Slicast zh-cn 2026-10-10T12:20:00.000Z 据报道，英伟达正在停产GeForce RTX 5090系列产品，将GB202芯片转向数据中心与专业显卡，同时据传将推出24吉字节版本的GeForce RTX 5080。 https://slicast.com/ko/article/1paitpd Slicast ko 2026-10-10T12:20:00.000Z Nvidia는 GB202 칩 물량을 데이터센터 및 전문가용 그래픽 보드에 집중하기 위해 GeForce RTX 5090 시리즈 제품을 단종할 것이라는 보도가 나왔다. 또한 GeForce RTX 5080 24GB 모델도 출시될 것이라는 소문이 있다. https://slicast.com/article/gqnwi4 Slicast en 2026-10-10T11:36:35.000Z Brazil has awarded 228 MW of grid capacity to three data-center projects. https://slicast.com/zh/article/gqnwi4 Slicast zh-cn 2026-10-10T11:36:35.000Z 巴西已向三个数据中心项目分配了228兆瓦的电网容量。 https://slicast.com/ko/article/gqnwi4 Slicast ko 2026-10-10T11:36:35.000Z 브라질, 데이터센터 프로젝트 3건에 228MW 규모의 전력망 용량 할당 https://slicast.com/article/19bglao Slicast en 2026-10-10T11:00:34.000Z Cipher has extended its Barber Lake data center lease commitments to 20 years, with Fluidstack and an unnamed AI lab agreeing to the lengthy leases. https://slicast.com/zh/article/19bglao Slicast zh-cn 2026-10-10T11:00:34.000Z Cipher已将其Barber Lake数据中心的租约承诺延长至20年，Fluidstack与一家未具名的人工智能实验室同意了这一长期租约。 https://slicast.com/ko/article/19bglao Slicast ko 2026-10-10T11:00:34.000Z Cipher는 Barber Lake 데이터센터의 임대 약정 기간을 20년으로 연장했으며, Fluidstack과 이름이 공개되지 않은 AI 연구소가 이 장기 임대계약에 합의했다. https://slicast.com/article/wz4k40 Slicast en 2026-10-10T11:00:01.000Z CNBC explains the different ways companies are accessing Nvidia GPUs. https://slicast.com/zh/article/wz4k40 Slicast zh-cn 2026-10-10T11:00:01.000Z CNBC解释了企业获取英伟达图形处理器的多种途径。 https://slicast.com/ko/article/wz4k40 Slicast ko 2026-10-10T11:00:01.000Z CNBC, 기업들이 Nvidia GPU에 접근하는 다양한 방법을 설명하다. https://slicast.com/article/1ikl65t Slicast en 2026-10-10T10:32:06.000Z orbio has raised $1.2 million in seed funding for AI infrastructure. https://slicast.com/zh/article/1ikl65t Slicast zh-cn 2026-10-10T10:32:06.000Z orbio获得120万美元种子轮融资，专注于人工智能基础设施。 https://slicast.com/ko/article/1ikl65t Slicast ko 2026-10-10T10:32:06.000Z orbio, AI 인프라 분야에서 시드 투자 120만 달러를 유치했다. https://slicast.com/article/zdyif1 Slicast en 2026-10-10T10:30:00.000Z TeraWulf plans to double its data center size near Ashland, while Ky. Power will add a unit at Big Sandy. https://slicast.com/zh/article/zdyif1 Slicast zh-cn 2026-10-10T10:30:00.000Z TeraWulf计划将其阿什兰附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy增设一台机组。 https://slicast.com/ko/article/zdyif1 Slicast ko 2026-10-10T10:30:00.000Z TeraWulf는 Ashland 인근 데이터센터 규모를 두 배로 늘릴 계획이며, Ky. Power는 Big Sandy에 발전 설비 한 기를 추가할 예정이다. https://slicast.com/article/r5sq4e Slicast en 2026-10-10T10:30:00.000Z Ukrainian drones reportedly struck a data center in Sasovo, Russia, described as the largest in the country, knocking multiple parts of its 1.4 million square foot campus offline, and a Yandex facilit https://slicast.com/zh/article/r5sq4e Slicast zh-cn 2026-10-10T10:30:00.000Z 据报道，乌克兰无人机袭击了俄罗斯萨索沃的一座数据中心，该数据中心被称为俄罗斯最大的数据中心，其140万平方英尺园区的多个部分被迫离线；此后，卡卢加的一座Yandex设施也遭遇了类似情况。 https://slicast.com/ko/article/r5sq4e Slicast ko 2026-10-10T10:30:00.000Z 우크라이나 드론이 러시아 사조보에 있는 데이터센터를 공격한 것으로 전해졌다. 이 시설은 러시아에서 가장 큰 규모로 알려져 있으며, 약 13만 제곱미터(1.4 million square foot) 부지의 여러 구역이 가동 중단된 것으로 보도됐다. 이후 칼루가에 있는 Yandex 시설도 이와 유사한 피해를 입은 것으로 알려졌다. https://slicast.com/article/637p0o Slicast en 2026-10-10T10:26:00.000Z CCIEE 2026 Data Center Intelligent Construction Technology Forum Held in Malaysia https://slicast.com/zh/article/637p0o Slicast zh-cn 2026-10-10T10:26:00.000Z 2026年CCIEE数据中心智能建造技术论坛在马来西亚举行 https://slicast.com/article/1glnxjg Slicast en 2026-10-10T10:00:00.000Z TeraWulf plans to double the size of its data center near Ashland, while Ky. Power adds a unit at Big Sandy. https://slicast.com/zh/article/1glnxjg Slicast zh-cn 2026-10-10T10:00:00.000Z TeraWulf计划将其Ashland附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy新增一台机组。 https://slicast.com/ko/article/1glnxjg Slicast ko 2026-10-10T10:00:00.000Z TeraWulf은 Ashland 인근 데이터센터의 규모를 두 배로 늘릴 계획이며, Ky. Power는 Big Sandy에 발전 설비 한 기를 추가한다. https://slicast.com/article/1fa9tal Slicast en 2026-10-10T09:57:43.000Z Weekly roundup (Oct 5-10): the Trump administration requires AI companies to report security incidents immediately; Huawei and Qualcomm reach a broad patent licensing agreement; Moonshot AI is reporte https://slicast.com/zh/article/1fa9tal Slicast zh-cn 2026-10-10T09:57:43.000Z （10月5日至10日）特朗普政府要求人工智能公司在发生安全事件后立即上报；华为与高通宣布达成广泛专利许可协议；月之暗面据悉即将完成上市前融资，估值将达500亿美元；Manus完成超5亿美元新一轮融资；博通据悉计划为OpenAI定制芯片项目融资逾500亿美元；Anthropic发布最新模型Claude Haiku 5.5，运行成本较4.5版本低约75%；OpenAI宣布面向全球所有ChatGPT用户 https://slicast.com/ko/article/1fa9tal Slicast ko 2026-10-10T09:57:43.000Z 주간 요약 (10월 5일~10일): 트럼프 행정부, AI 기업에 보안 사고 즉시 보고 의무화; Huawei와 Qualcomm, 광범위한 특허 라이선스 계약 체결; Moonshot AI, 500억 달러 기업가치 기준 IPO 전 투자 유치 마무리 단계 보도; Manus, 5억 달러 이상 규모의 신규 라운드 마감; Broadcom, OpenAI 맞춤형 칩 프로젝 https://slicast.com/article/1l5w1wz Slicast en 2026-10-10T09:24:23.000Z Kenanga says tech-sector growth is being backed by AI execution and sees Kelington, UWC and Frontken gaining. https://slicast.com/zh/article/1l5w1wz Slicast zh-cn 2026-10-10T09:24:23.000Z Kenanga认为科技板块增长有人工智能执行力支撑，并看好Kelington、UWC和Frontken表现向好。 https://slicast.com/ko/article/1l5w1wz Slicast ko 2026-10-10T09:24:23.000Z Kenanga는 기술 섹터의 성장이 AI 실행력에 의해 뒷받침되고 있다고 보며, Kelington, UWC, Frontken이 수혜를 입을 것으로 전망했다. https://slicast.com/article/o86m9l Slicast en 2026-10-10T09:14:00.000Z NOARK Combines Global Scale with Local Execution for Data Center Power Infrastructure https://slicast.com/zh/article/o86m9l Slicast zh-cn 2026-10-10T09:14:00.000Z NOARK以全球规模结合本地执行,服务数据中心供电基础设施 https://slicast.com/article/1xgoxp3 Slicast en 2026-10-10T09:11:29.000Z TIKR argues that the highest-margin tokens for Amazon, Microsoft and CoreWeave come from open-weight models. https://slicast.com/zh/article/1xgoxp3 Slicast zh-cn 2026-10-10T09:11:29.000Z TIKR认为，亚马逊、微软和CoreWeave利润率最高的词元来自开放权重模型。 https://slicast.com/ko/article/1xgoxp3 Slicast ko 2026-10-10T09:11:29.000Z TIKR는 Amazon, Microsoft, CoreWeave의 최고 마진 토큰이 오픈 웨이트 모델에서 나온다고 주장한다. https://slicast.com/article/wpreqf Slicast en 2026-10-10T09:05:00.000Z GlobalFoundries has landed a $2 billion order from TSMC, establishing the first US CoWoS interposer capacity. https://slicast.com/zh/article/wpreqf Slicast zh-cn 2026-10-10T09:05:00.000Z 格芯获得台积电20亿美元订单，建立美国首个CoWoS中介层产能。 https://slicast.com/ko/article/wpreqf Slicast ko 2026-10-10T09:05:00.000Z GlobalFoundries, TSMC로부터 20억 달러 규모의 수주를 확보하며 미국 내 첫 CoWoS 인터포저 생산 능력을 구축하게 되었다. https://slicast.com/article/u6vy8p Slicast en 2026-10-10T08:40:44.000Z Simply Wall Street asks whether the 'Terafab' AI role changes the investment case for Intel (INTC). https://slicast.com/zh/article/u6vy8p Slicast zh-cn 2026-10-10T08:40:44.000Z Simply Wall Street探讨'Terafab'的人工智能角色是否改变英特尔（INTC）的投资逻辑。 https://slicast.com/ko/article/u6vy8p Slicast ko 2026-10-10T08:40:44.000Z Simply Wall Street는 'Terafab' AI 역할이 인텔(INTC)의 투자 논리를 바꾸는지 묻고 있다. https://slicast.com/article/188xe7a Slicast en 2026-10-10T08:14:03.000Z Synopsys is seeking partnerships with Chinese AI labs to speed up chip design. https://slicast.com/zh/article/188xe7a Slicast zh-cn 2026-10-10T08:14:03.000Z 新思科技寻求与中国人工智能实验室合作，以加快芯片设计。 https://slicast.com/ko/article/188xe7a Slicast ko 2026-10-10T08:14:03.000Z Synopsys는 칩 설계 속도를 높이기 위해 중국 AI 연구소들과의 파트너십을 모색하고 있다. https://slicast.com/article/1xygeny Slicast en 2026-10-10T08:13:47.000Z A Super Micro contractor has pleaded guilty in a $2.5 billion China AI server scheme, with Benzinga's coverage tagged to NVIDIA (NASDAQ:NVDA). https://slicast.com/zh/article/1xygeny Slicast zh-cn 2026-10-10T08:13:47.000Z 超微电脑的一名承包商因涉及价值25亿美元的中国人工智能服务器违规运作案认罪，Benzinga的报道标注了英伟达（NASDAQ:NVDA）。 https://slicast.com/ko/article/1xygeny Slicast ko 2026-10-10T08:13:47.000Z Super Micro 계약업체가 25억 달러 규모의 중국 AI 서버 밀수 혐의와 관련해 유죄를 인정했으며, Benzinga의 보도에는 NVIDIA (NASDAQ:NVDA)가 관련 종목으로 태그되어 있다. https://slicast.com/article/u1fkev Slicast en 2026-10-10T08:00:37.000Z Applied Materials and Intel are expanding their AI chip work. https://slicast.com/zh/article/u1fkev Slicast zh-cn 2026-10-10T08:00:37.000Z 应用材料与英特尔正在扩大人工智能芯片方面的合作。 https://slicast.com/ko/article/u1fkev Slicast ko 2026-10-10T08:00:37.000Z Applied Materials와 Intel이 AI 칩 사업을 확대하고 있다. https://slicast.com/article/1e8ewk7 Slicast en 2026-10-10T07:53:53.000Z KuCoin reports that OpenAI's 2026 revenue, around $50 billion, is below earlier estimates. https://slicast.com/zh/article/1e8ewk7 Slicast zh-cn 2026-10-10T07:53:53.000Z KuCoin报道称，OpenAI在2026年的营收约为500亿美元，低于此前的预期。 https://slicast.com/ko/article/1e8ewk7 Slicast ko 2026-10-10T07:53:53.000Z KuCoin은 OpenAI의 2026년 매출이 약 500억 달러로, 앞서 추정치를 밑돈다고 발표했다. https://slicast.com/article/71xkt Slicast en 2026-10-10T07:16:59.000Z Applied Digital (APLD) added 75 MW at Polaris Forge 1, and its stock jumped as CEO said 'Power Is Only The Starting Point'. https://slicast.com/zh/article/71xkt Slicast zh-cn 2026-10-10T07:16:59.000Z Applied Digital（APLD）在Polaris Forge 1新增75兆瓦容量，股价随之上涨；首席执行官表示'电力只是起点'。 https://slicast.com/ko/article/71xkt Slicast ko 2026-10-10T07:16:59.000Z Applied Digital (APLD)은 Polaris Forge 1에 75MW를 추가했으며, 최고경영자가 "Power Is Only The Starting Point"라고 밝힌 뒤 주가가 급등했다. https://slicast.com/article/kv40p1 Slicast en 2026-10-10T06:31:00.000Z Nvidia reportedly plans to invest in d-Matrix, which the source describes as a rival AI chip startup. https://slicast.com/zh/article/kv40p1 Slicast zh-cn 2026-10-10T06:31:00.000Z 据报道，英伟达计划投资人工智能芯片初创公司d-Matrix，该公司被视为英伟达的竞争对手。 https://slicast.com/ko/article/kv40p1 Slicast ko 2026-10-10T06:31:00.000Z Nvidia는 d-Matrix에 투자할 계획인 것으로 전해졌으며, 소식통은 d-Matrix를 경쟁 관계의 AI 칩 스타트업이라고 설명했다. https://slicast.com/article/1457u2t Slicast en 2026-10-10T05:55:55.000Z Citi sees 40% upside for TeraWulf (WULF) stock after a nearly 500% surge over the past 12 months. https://slicast.com/zh/article/1457u2t Slicast zh-cn 2026-10-10T05:55:55.000Z 花旗认为TeraWulf（WULF）股价仍有40%上行空间，此前12个月涨幅接近500%。 https://slicast.com/ko/article/1457u2t Slicast ko 2026-10-10T05:55:55.000Z Citi, TeraWulf(WULF) 주가 40% 상승 여력 제시… 지난 12개월간 약 500% 급등 후 https://slicast.com/article/12t9ize Slicast en 2026-10-10T05:08:22.000Z Samsung is offering $560,000 bonuses to keep its engineers from moving to China. https://slicast.com/zh/article/12t9ize Slicast zh-cn 2026-10-10T05:08:22.000Z 三星为防止工程师流向中国，提供56万美元奖金。 https://slicast.com/ko/article/12t9ize Slicast ko 2026-10-10T05:08:22.000Z 삼성전자는 엔지니어들이 중국으로 이직하는 것을 막기 위해 56만 달러의 보너스를 제공하고 있다. https://slicast.com/article/urjj7v Slicast en 2026-10-10T04:00:00.000Z GlobalFoundries and TSMC signed a two-billion-dollar deal under which US CoWoS interposer manufacturing is set to start in 2028. https://slicast.com/zh/article/urjj7v Slicast zh-cn 2026-10-10T04:00:00.000Z 格芯（GlobalFoundries）与台积电（TSMC）签署二十亿美元协议，美国本土CoWoS中介层（interposer）制造计划于2028年启动。 https://slicast.com/ko/article/urjj7v Slicast ko 2026-10-10T04:00:00.000Z GlobalFoundries와 TSMC는 20억 달러 규모의 계약을 체결했으며, 이에 따라 미국 내 CoWoS 인터포저 제조가 2028년에 시작될 예정이다. https://slicast.com/article/pnbn6q Slicast en 2026-10-10T02:25:00.000Z Samsung's share of the HBM market has risen to 33%, and hybrid bonding technology could be key to it overtaking rivals. https://slicast.com/zh/article/pnbn6q Slicast zh-cn 2026-10-10T02:25:00.000Z 三星的HBM市场份额升至33%，混合键合（hybrid bonding）技术或成为其超越竞争对手的关键。 https://slicast.com/ko/article/pnbn6q Slicast ko 2026-10-10T02:25:00.000Z 삼성전자의 HBM 시장 점유율은 33%로 상승했으며, 하이브리드 본딩 기술이 경쟁사를 앞서는 데 핵심이 될 수 있다. https://slicast.com/article/1doqrp9 Slicast en 2026-10-10T02:16:59.000Z VEIR raised $110M in Series C funding to scale superconducting power delivery for AI data centers. https://slicast.com/zh/article/1doqrp9 Slicast zh-cn 2026-10-10T02:16:59.000Z VEIR完成1.1亿美元C轮融资，用于扩大面向AI数据中心的超导供电方案。 https://slicast.com/ko/article/1doqrp9 Slicast ko 2026-10-10T02:16:59.000Z VEIR, AI 데이터센터용 초전도 전력 공급 기술 확장을 위해 시리즈 C 투자 1억 1,000만 달러를 유치했다. https://slicast.com/article/1djh8w5 Slicast en 2026-10-10T01:02:30.000Z The $500 billion Stargate AI project is reportedly facing difficulties due to power outages. https://slicast.com/zh/article/1djh8w5 Slicast zh-cn 2026-10-10T01:02:30.000Z 据报道，5000亿美元规模的Stargate AI项目因电力中断而面临困难。 https://slicast.com/ko/article/1djh8w5 Slicast ko 2026-10-10T01:02:30.000Z 스타게이트 AI 프로젝트(5,000억 달러 규모)가 정전 문제로 어려움을 겪고 있는 것으로 전해졌다. https://slicast.com/article/rmqow9 Slicast en 2026-10-09T23:57:00.000Z Oracle (NYSE: ORCL) is trucking natural gas to its data centers as pipeline delays mount. https://slicast.com/zh/article/rmqow9 Slicast zh-cn 2026-10-09T23:57:00.000Z 甲骨文（NYSE: ORCL）在管道建设延误增多的情况下，改用卡车将天然气运往其数据中心。 https://slicast.com/ko/article/rmqow9 Slicast ko 2026-10-09T23:57:00.000Z Oracle(NYSE: ORCL)은 파이프라인 지연이 늘어나는 가운데 데이터센터로 천연가스를 트럭으로 운송하고 있다. https://slicast.com/article/1l56xx7 Slicast en 2026-10-09T23:34:47.000Z Reports of a $20B discrepancy in OpenAI annualized revenue sent NVIDIA shares down nearly 3%. https://slicast.com/zh/article/1l56xx7 Slicast zh-cn 2026-10-09T23:34:47.000Z 有报道称OpenAI年化收入存在200亿美元的数据差异，英伟达股价随之下跌近3%。 https://slicast.com/ko/article/1l56xx7 Slicast ko 2026-10-09T23:34:47.000Z OpenAI 연간 환산 매출에서 200억 달러 규모의 불일치가 보도되면서 엔비디아(NVIDIA) 주가가 거의 3% 하락했다. https://slicast.com/article/kpv214 Slicast en 2026-10-09T23:25:36.000Z A former Super Micro contractor pleaded guilty in a $2.5B China server case involving diverting AI servers with Nvidia chips to China. https://slicast.com/zh/article/kpv214 Slicast zh-cn 2026-10-09T23:25:36.000Z 前超微电脑（Super Micro）承包商在一起涉及25亿美元对华服务器的案件中认罪，该案涉及将搭载英伟达芯片的AI服务器转运至中国。 https://slicast.com/ko/article/kpv214 Slicast ko 2026-10-09T23:25:36.000Z 슈퍼마이크로의 전직 외주 계약자가 엔비디아 칩이 탑재된 AI 서버를 중국으로 우회 반출한 25억 달러 규모의 중국 서버 사건과 관련해 유죄를 인정했다. https://slicast.com/article/mpj7ph Slicast en 2026-10-09T23:11:49.000Z Bloom Energy (BE) reported a billion-dollar quarter and AI power deals that a Yahoo Finance analysis says could be a game changer for the company. https://slicast.com/zh/article/mpj7ph Slicast zh-cn 2026-10-09T23:11:49.000Z Bloom Energy（BE）实现十亿美元级季度业绩并达成AI供电协议，相关分析认为这可能成为公司的重要转折点。 https://slicast.com/ko/article/mpj7ph Slicast ko 2026-10-09T23:11:49.000Z Bloom Energy(BE)가 분기 매출 10억 달러를 기록했으며, Yahoo Finance 분석에 따르면 AI 전력 계약이 회사에 게임 체인저가 될 수 있다고 한다. https://slicast.com/article/opf1jh Slicast en 2026-10-09T23:08:49.000Z TeraWulf (WULF) doubled power deal capacity at its Muskie campus to 1 GW, and its stock fell 11.1%. https://slicast.com/zh/article/opf1jh Slicast zh-cn 2026-10-09T23:08:49.000Z TeraWulf（WULF）将其Muskie园区的电力协议容量翻倍至1吉瓦，股价随之下跌11.1%。 https://slicast.com/ko/article/opf1jh Slicast ko 2026-10-09T23:08:49.000Z TeraWulf(WULF)은 Muskie 캠퍼스의 전력 계약 용량을 1GW로 두 배 늘렸으나, 주가는 11.1% 하락했다.