https://slicast.com/commentary/baidu-2026-10-29 Slicast en 2026-10-29T21:01:39.928Z Baidu HKEX Dual-Primary Listing and AI Revenue Pivot, October 2026 https://slicast.com/zh/commentary/baidu-2026-10-29 Slicast zh-cn 2026-10-29T21:01:39.928Z 百度港交所双重主要上市与AI收入转型，2026年10月 https://slicast.com/article/apf4r5 Slicast en 2026-10-29T20:52:00.000Z ASIC is reportedly talking to bankers about the failed Firmus IPO, though no formal investigation has been opened yet. https://slicast.com/zh/article/apf4r5 Slicast zh-cn 2026-10-29T20:52:00.000Z 据报道，ASIC正在与投行人士就Firmus失败的首次公开募股进行沟通，但尚未启动正式调查。 https://slicast.com/ko/article/apf4r5 Slicast ko 2026-10-29T20:52:00.000Z ASIC은 실패한 Firmus IPO와 관련해 은행가들과 논의 중인 것으로 전해졌으나, 아직 공식 조사는 개시되지 않았다. https://slicast.com/commentary/iron-mountain-2026-10-29 Slicast en 2026-10-29T20:40:11.044Z Iron Mountain IRM: Saudi AI Compute Lease and Analyst Fair Value Upgrade, September 2026 https://slicast.com/zh/commentary/iron-mountain-2026-10-29 Slicast zh-cn 2026-10-29T20:40:11.044Z 铁山公司IRM：沙特AI算力租赁协议与分析师公允价值上调，2026年9月 https://slicast.com/commentary/google-2026-10-29 Slicast en 2026-10-29T20:30:00.456Z Google Cloud Stock, October 2026: A 12.6% Single-Session Drop Against a $513.9 Billion Backlog https://slicast.com/zh/commentary/google-2026-10-29 Slicast zh-cn 2026-10-29T20:30:00.456Z 谷歌云股价，2026年10月：单日跌幅12.6%，云服务积压合同达5139亿美元 https://slicast.com/brief/2026-10-30 Slicast en 2026-10-29T20:08:45.293Z Latest AI Infrastructure News: October 30, 2026 https://slicast.com/zh/brief/2026-10-30 Slicast zh-cn 2026-10-29T20:08:45.293Z AI 基础设施新闻早报 · 2026年10月30日 https://slicast.com/ko/brief/2026-10-30 Slicast ko 2026-10-29T20:08:45.293Z 최신 AI 인프라 뉴스 · 2026년 10월 30일 https://slicast.com/article/1ouzmi Slicast en 2026-10-29T19:52:05.000Z Eagle Point is providing $137.5 million in equipment financing to Energy Vault for power infrastructure serving AI data centers. https://slicast.com/zh/article/1ouzmi Slicast zh-cn 2026-10-29T19:52:05.000Z Eagle Point向Energy Vault提供1.375亿美元设备融资，用于人工智能数据中心的电力基础设施。 https://slicast.com/ko/article/1ouzmi Slicast ko 2026-10-29T19:52:05.000Z Eagle Point은 AI 데이터센터에 전력 인프라를 공급하는 Energy Vault에 1억 3,750만 달러 규모의 장비 금융을 제공합니다. https://slicast.com/article/ab7d8c Slicast en 2026-10-29T19:41:23.000Z Simply Wall St examines why Samsung Electronics (KOSE:A005930) is spending $1 billion on AI infrastructure. https://slicast.com/zh/article/ab7d8c Slicast zh-cn 2026-10-29T19:41:23.000Z Simply Wall St分析了三星电子（KOSE:A005930）为何在人工智能基础设施上投入10亿美元。 https://slicast.com/article/ofl94w Slicast en 2026-10-29T18:57:58.000Z Constellation has signed 20-year deals with Amazon and Google, a nuclear-power arrangement tied to data-center demand. https://slicast.com/zh/article/ofl94w Slicast zh-cn 2026-10-29T18:57:58.000Z Constellation与亚马逊、谷歌签署了为期20年的核电购电协议，服务于数据中心的负荷需求。 https://slicast.com/ko/article/ofl94w Slicast ko 2026-10-29T18:57:58.000Z Constellation은 Amazon 및 Google과 20년 계약을 체결했으며, 이는 데이터센터 수요와 연계된 원자력 발전 협약입니다. https://slicast.com/article/1eh01hs Slicast en 2026-10-29T18:53:54.000Z Synopsys has joined a Singapore consortium to improve cooling for data centers in tropical climates, combining engineering simulation, AI-assisted design, reduced-order modeling and physical testbed v https://slicast.com/zh/article/1eh01hs Slicast zh-cn 2026-10-29T18:53:54.000Z 新思科技加入新加坡一个财团，改进热带气候地区的数据中心冷却技术，将工程仿真、人工智能辅助设计、降阶建模与物理测试平台验证结合起来。 https://slicast.com/article/1fo835v Slicast en 2026-10-29T18:48:21.000Z Microsoft (MSFT) fiscal Q1 2027 earnings showed Azure surging 48% while the report flags growing energy concerns around AI. https://slicast.com/zh/article/1fo835v Slicast zh-cn 2026-10-29T18:48:21.000Z 微软（MSFT）2027财年第一季度财报显示，Azure增长48%，同时报道指出人工智能带来的能源担忧正在加剧。 https://slicast.com/ko/article/1fo835v Slicast ko 2026-10-29T18:48:21.000Z Microsoft(MSFT) 2027 회계연도 1분기 실적에서 Azure는 48% 급성장한 것으로 나타났으며, 보고서는 AI 관련 에너지 우려가 커지고 있다고 지적했다. https://slicast.com/article/dj0tcc Slicast en 2026-10-29T18:28:48.000Z Rival.io launched GraphX, which runs DeepSeek V4 Flash on just 8 NVIDIA L4 GPUs. https://slicast.com/zh/article/dj0tcc Slicast zh-cn 2026-10-29T18:28:48.000Z Rival.io推出GraphX，仅用8块英伟达L4图形处理器即可运行DeepSeek V4 Flash。 https://slicast.com/article/1nwn0mm Slicast en 2026-10-29T18:13:09.000Z Gartner warns that $3.5 trillion in AI infrastructure spending could be at risk by 2030. https://slicast.com/zh/article/1nwn0mm Slicast zh-cn 2026-10-29T18:13:09.000Z 高德纳警告称，到2030年，3.5万亿美元的人工智能基础设施支出可能面临风险。 https://slicast.com/ko/article/1nwn0mm Slicast ko 2026-10-29T18:13:09.000Z Gartner는 2030년까지 3조 5천억 달러 규모의 AI 인프라 투자가 위험에 처할 수 있다고 경고했다. https://slicast.com/article/wxvx24 Slicast en 2026-10-29T17:56:59.000Z Bitcoin miners' AI revenue is projected to match their mining revenue by year-end. https://slicast.com/zh/article/wxvx24 Slicast zh-cn 2026-10-29T17:56:59.000Z 比特币矿企的人工智能收入预计将在年底前与挖矿收入持平。 https://slicast.com/article/1c3k89n Slicast en 2026-10-29T17:54:00.000Z EverWind has pivoted from a failed green ammonia project to a $10 billion AI data center in Nova Scotia. https://slicast.com/zh/article/1c3k89n Slicast zh-cn 2026-10-29T17:54:00.000Z EverWind由失败的绿氨项目转型，计划在新斯科舍省建设一座100亿美元的人工智能数据中心。 https://slicast.com/ko/article/1c3k89n Slicast ko 2026-10-29T17:54:00.000Z EverWind는 실패한 그린 암모니아 프로젝트에서 방향을 틀어 노바스코샤에 100억 달러 규모의 AI 데이터센터를 추진하고 있다. https://slicast.com/article/1p390kg Slicast en 2026-10-29T17:40:22.000Z GE Vernova has struck a $9 billion deal to buy high-voltage manufacturer Trench Group as gas turbine orders slow. https://slicast.com/zh/article/1p390kg Slicast zh-cn 2026-10-29T17:40:22.000Z GE Vernova以90亿美元收购高压设备制造商Trench Group，此时其燃气轮机订单正在放缓。 https://slicast.com/ko/article/1p390kg Slicast ko 2026-10-29T17:40:22.000Z GE Vernova, 고압 전력기기 제조사 Trench Group 인수를 위해 90억 달러 규모의 계약을 체결했다. 가스터빈 수주가 둔화되는 가운데 이뤄진 결정이다. https://slicast.com/article/klnndt Slicast en 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. https://slicast.com/zh/article/klnndt Slicast zh-cn 2026-10-29T17:34:41.000Z 康宁的利润因人工智能需求而大幅增长。 https://slicast.com/ko/article/klnndt Slicast ko 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. Corning, 이익 급증... AI 수요 덕분이다. Wait, correcting that to a clean translation: Corning의 이익이 AI 수요에 힘입어 급증했다. https://slicast.com/article/mmhtga Slicast en 2026-10-29T17:22:08.000Z NuScale Power rose 7% after announcing a manufacturing deal with Doosan. https://slicast.com/zh/article/mmhtga Slicast zh-cn 2026-10-29T17:22:08.000Z NuScale Power因与斗山达成制造协议而股价上涨7%。 https://slicast.com/ko/article/mmhtga Slicast ko 2026-10-29T17:22:08.000Z NuScale Power, Doosan과의 제조 계약 발표 후 주가가 7% 상승했다. https://slicast.com/article/19ah67x Slicast en 2026-10-29T17:21:14.000Z A Texas grid audit has stalled a $5 billion to $7 billion bond sale for an Anthropic data center. https://slicast.com/zh/article/19ah67x Slicast zh-cn 2026-10-29T17:21:14.000Z 得克萨斯州电网审计已推迟一笔与Anthropic数据中心相关的50亿至70亿美元债券发行。 https://slicast.com/ko/article/19ah67x Slicast ko 2026-10-29T17:21:14.000Z Texas 전력망 감사로 Anthropic 데이터센터에 대한 50억~70억 달러 규모 채권 발행이 지연되었다. https://slicast.com/article/rlpbif Slicast en 2026-10-29T17:10:52.000Z IREN's Spanish blueprint and refinanced GPUs barely moved the market, which remained fixated on hyperscaler budgets. https://slicast.com/zh/article/rlpbif Slicast zh-cn 2026-10-29T17:10:52.000Z IREN的西班牙项目蓝图与图形处理器再融资几乎没有推动股价，市场仍聚焦于超大规模云厂商的资本支出预算。 https://slicast.com/article/1rp6zze Slicast en 2026-10-29T17:10:00.000Z AI cloud stocks fell as Big Tech capex came in light, with Fastly down 6% and Oracle and Nebius each down 3%. https://slicast.com/zh/article/1rp6zze Slicast zh-cn 2026-10-29T17:10:00.000Z 随着科技巨头资本支出数据偏弱，人工智能云概念股下跌，Fastly下跌6%，甲骨文与Nebius各下跌3%。 https://slicast.com/article/17o7r70 Slicast en 2026-10-29T17:07:04.000Z A 700MW data center project has been proposed outside Lansing, Michigan, and local officials say they were blindsided by the proposal from a local economic development agency. https://slicast.com/zh/article/17o7r70 Slicast zh-cn 2026-10-29T17:07:04.000Z 密歇根州兰辛市郊外被提议建设一个700兆瓦的数据中心项目，当地官员称其对这一由地方经济发展机构提出的提案事先毫不知情。 https://slicast.com/ko/article/17o7r70 Slicast ko 2026-10-29T17:07:04.000Z 미시간주 랜싱 외곽에 700MW 규모의 데이터센터 프로젝트가 제안됐으며, 지역 공무원들은 지역 경제개발기관의 이번 제안에 대해 사전에 전혀 알지 못했다고 밝혔다. https://slicast.com/article/zq14xi Slicast en 2026-10-29T17:03:11.000Z In a report titled 'The 50-Gigawatt Test', SemiAnalysis sees a historic data center surge in 2027. https://slicast.com/zh/article/zq14xi Slicast zh-cn 2026-10-29T17:03:11.000Z SemiAnalysis在题为《50吉瓦考验》的报告中预计，2027年数据中心将迎来历史性的激增。 https://slicast.com/article/119jrly Slicast en 2026-10-29T17:01:15.000Z OneQode has leased 14MW from AdaniConneX in India, its first deployment in the country, with more planned. https://slicast.com/zh/article/119jrly Slicast zh-cn 2026-10-29T17:01:15.000Z OneQode已从AdaniConneX处在印度租用14兆瓦容量，这是其在印度的首个部署，后续还有更多计划。 https://slicast.com/article/ce4p56 Slicast en 2026-10-29T17:00:07.000Z China's CXMT is pushing ahead with mass production of HBM3E at 20–30% yields, though Samsung-style yield improvements will be difficult to achieve. https://slicast.com/zh/article/ce4p56 Slicast zh-cn 2026-10-29T17:00:07.000Z 长鑫存储（CXMT）正以20%至30%的良率推进HBM3E量产，但要复制三星式的良率提升将十分困难。 https://slicast.com/ko/article/ce4p56 Slicast ko 2026-10-29T17:00:07.000Z CXMT가 수율 20~30% 수준에서 HBM3E 양산을 추진하고 있으나, 삼성식 수율 개선은 달성하기 어려울 전망이다. https://slicast.com/article/8wca7w Slicast en 2026-10-29T16:56:03.000Z An analysis examines what hyperscale data centers mean for Minnesota's grid, water and land. https://slicast.com/zh/article/8wca7w Slicast zh-cn 2026-10-29T16:56:03.000Z 一篇分析文章探讨了超大规模数据中心对明尼苏达州电网、水资源和土地意味着什么。 https://slicast.com/article/ne8bvl Slicast en 2026-10-29T16:51:06.000Z Texas Instruments has unveiled new chips it says target AI data-center bottlenecks, according to a stock-focused report. https://slicast.com/zh/article/ne8bvl Slicast zh-cn 2026-10-29T16:51:06.000Z 德州仪器据称推出了针对人工智能数据中心瓶颈的新芯片，相关消息见于一篇聚焦股价的报道。 https://slicast.com/article/h6ve7j Slicast en 2026-10-29T16:50:01.000Z Nvidia used GTC Berlin to reframe its messaging for the European market, though commentators questioned whether the new message is convincing. https://slicast.com/zh/article/h6ve7j Slicast zh-cn 2026-10-29T16:50:01.000Z 英伟达在GTC柏林大会上重新调整了面向欧洲市场的信息传递，但业内评论质疑这套说法是否有说服力。 https://slicast.com/article/x6a1pb Slicast en 2026-10-29T16:47:34.000Z Nordic data center firm Heim has secured an investment from Omnes to fund its first projects in Finland. https://slicast.com/zh/article/x6a1pb Slicast zh-cn 2026-10-29T16:47:34.000Z 北欧数据中心企业Heim已获得Omnes的投资，将用于其在芬兰的首批项目。 https://slicast.com/article/ya5urf Slicast en 2026-10-29T16:44:06.000Z Enphase has advanced its AI data center power design with 900 V GaN switches. https://slicast.com/zh/article/ya5urf Slicast zh-cn 2026-10-29T16:44:06.000Z Enphase推出900伏氮化镓开关，推进其人工智能数据中心的电源设计。 https://slicast.com/article/snh7w1 Slicast en 2026-10-29T16:42:00.000Z Vertiv beat third-quarter earnings expectations on robust sales growth and strong AI demand. https://slicast.com/zh/article/snh7w1 Slicast zh-cn 2026-10-29T16:42:00.000Z 维谛技术第三季度业绩超出预期，销售额强劲增长，人工智能需求旺盛。 https://slicast.com/ko/article/snh7w1 Slicast ko 2026-10-29T16:42:00.000Z Vertiv, 3분기 실적이 강력한 매출 성장과 AI 수요 호조에 힘입어 시장 예상치를 웃돌았다. https://slicast.com/article/1xzk8i7 Slicast en 2026-10-29T16:32:04.000Z A report explores whether home batteries can provide flexibility for data center power without curtailment. https://slicast.com/zh/article/1xzk8i7 Slicast zh-cn 2026-10-29T16:32:04.000Z 一份报告探讨了家用电池能否在不被削减发电的前提下，为数据中心电力提供灵活性。 https://slicast.com/article/1uxunhg Slicast en 2026-10-29T16:30:19.000Z Quantum DC canceled a community meeting in Australia over a 'credible bomb threat' concerning its proposed gigawatt-scale data center, which has already drawn local pushback. https://slicast.com/zh/article/1uxunhg Slicast zh-cn 2026-10-29T16:30:19.000Z Quantum DC因收到'可信炸弹威胁'而取消了其在澳大利亚的社区说明会，该项拟建的吉瓦级数据中心此前已遭遇当地反对。 https://slicast.com/article/1ud0brm Slicast en 2026-10-29T16:26:51.000Z A DCD Studio episode with Allison Clements of ASG discusses evolving FERC regulations, managing large energy loads, grid interconnection and financial safeguards for data centers. https://slicast.com/zh/article/1ud0brm Slicast zh-cn 2026-10-29T16:26:51.000Z DCD Studio的一期节目邀请了ASG的Allison Clements，讨论FERC不断演变的监管规则、大型用电负荷管理、电网接入以及数据中心的财务保障措施。 https://slicast.com/article/gfqu22 Slicast en 2026-10-29T16:18:00.000Z Teradyne's third-quarter earnings call highlighted AI demand and its 2027 growth plans. https://slicast.com/zh/article/gfqu22 Slicast zh-cn 2026-10-29T16:18:00.000Z 泰瑞达第三季度财报电话会议重点介绍了人工智能需求及其2027年增长规划。 https://slicast.com/article/1lffvk9 Slicast en 2026-10-29T16:09:46.000Z Reuters reports that the AI data center boom is facing backlash at the US ballot box. https://slicast.com/zh/article/1lffvk9 Slicast zh-cn 2026-10-29T16:09:46.000Z 路透社报道称，美国选举投票层面正出现对人工智能数据中心热潮的反对声浪。 https://slicast.com/ko/article/1lffvk9 Slicast ko 2026-10-29T16:09:46.000Z Reuters는 AI 데이터센터 붐이 미국 선거에서 반발에 직면하고 있다고 보도했다. https://slicast.com/article/1e36vw8 Slicast en 2026-10-29T16:00:35.000Z Meta will buy 200,000 tons of low-carbon cement-associated credits from Fortera under a multi-year deal that supports development of Fortera's cement plant in Missouri. https://slicast.com/zh/article/1e36vw8 Slicast zh-cn 2026-10-29T16:00:35.000Z Meta将根据一项多年期协议，从Fortera购买20万吨低碳水泥相关信用额度，该协议将支持Fortera位于密苏里州的水泥工厂建设。 https://slicast.com/article/1g1ckk5 Slicast en 2026-10-29T16:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-10-29T16:00:35.000Z 深入Omniverse:开发者如何借助前沿AI智能体将创意转化为仿真 https://slicast.com/article/123ud3i Slicast en 2026-10-29T15:59:26.000Z Nvidia responded to a report from The Information that CEO Jensen Huang was targeted by a suspected Chinese informant, saying the diversion allegations were investigated and debunked. https://slicast.com/zh/article/123ud3i Slicast zh-cn 2026-10-29T15:59:26.000Z 英伟达回应了《The Information》的一篇报道，该报道称首席执行官黄仁勋曾被疑似中国线人盯上；公司表示，有关芯片转移的指控已经过调查并被驳斥。 https://slicast.com/ko/article/123ud3i Slicast ko 2026-10-29T15:59:26.000Z Nvidia는 CEO 젠슨 황이 중국 정보원의 표적이 되었다는 The Information의 보도에 대응하며, 우회 공급 의혹을 조사한 결과 사실이 아닌 것으로 밝혀졌다고 밝혔다. https://slicast.com/article/1eo7beb Slicast en 2026-10-29T15:43:05.000Z PowerBank has signed its first lease, a 2 MW data center in Ontario hosting around 500 NVIDIA GB300 GPUs. https://slicast.com/zh/article/1eo7beb Slicast zh-cn 2026-10-29T15:43:05.000Z PowerBank签下首份租约，租赁位于安大略省的2兆瓦数据中心，将承载约500块英伟达GB300图形处理器。 https://slicast.com/article/14nwc0i Slicast en 2026-10-29T15:40:20.000Z SpaceX is buying out 418 homes near its flagship AI data center, but only if the owners drop their participation in a lawsuit; the properties would house SpaceXSI staff while also giving residents who https://slicast.com/zh/article/14nwc0i Slicast zh-cn 2026-10-29T15:40:20.000Z SpaceX拟收购其旗舰人工智能数据中心附近的418套住房，但前提是业主撤回参与的诉讼；这些房屋将用于安置SpaceXSI员工，同时也让不愿住在数据中心附近的居民有机会出售房产。 https://slicast.com/article/11ovxqt Slicast en 2026-10-29T15:38:02.000Z Marvell is reportedly nearing a megadeal for Lumentum as part of its AI push, according to Bloomberg. https://slicast.com/zh/article/11ovxqt Slicast zh-cn 2026-10-29T15:38:02.000Z 据彭博社报道，美满电子正接近一项与Lumentum的大型收购交易，以推进其人工智能业务布局。 https://slicast.com/ko/article/11ovxqt Slicast ko 2026-10-29T15:38:02.000Z Marvell는 AI 사업 강화의 일환으로 Lumentum과의 대형 인수 거래를 임박한 것으로 Bloomberg가 보도했다. https://slicast.com/article/2yg8wi Slicast en 2026-10-29T15:30:00.000Z Oracle plans to bill customers for every AI task on top of seat subscriptions, as it juggles more than $90BN in capex, mounting debt and a $225BN revenue goal for 2030. https://slicast.com/zh/article/2yg8wi Slicast zh-cn 2026-10-29T15:30:00.000Z 甲骨文计划在座位订阅之外，按每项人工智能任务向客户收费，同时要应对超过900亿美元的资本开支、不断攀升的债务以及2030年2250亿美元的营收目标。 https://slicast.com/ko/article/2yg8wi Slicast ko 2026-10-29T15:30:00.000Z Oracle는 대규모 자본 지출, 누적 부채, 2030년 2,250억 달러 매출 목표를 동시에 관리하는 가운데, 좌석 구독료에 더해 모든 AI 작업에 대해 고객에게 요금을 청구할 계획이다. https://slicast.com/article/wbfitd Slicast en 2026-10-29T15:25:25.000Z AI demand is absorbing printed circuit board manufacturing capacity once used to serve PC, smart device and gadget makers, with PCB order books reported full until 2030. https://slicast.com/zh/article/wbfitd Slicast zh-cn 2026-10-29T15:25:25.000Z 人工智能需求正在挤占过去为个人电脑、智能设备和消费电子厂商服务的印刷电路板产能，相关订单据报道已排至2030年。 https://slicast.com/article/ekp7ff Slicast en 2026-10-29T15:22:07.000Z Marwynn has signed an MoU with Grenada National Resort, a large-scale luxury tourism and real estate development, to plan an AI data center and solar farm in Grenada worth up to $500m. https://slicast.com/zh/article/ekp7ff Slicast zh-cn 2026-10-29T15:22:07.000Z Marwynn与Grenada National Resort（一个大型豪华旅游与房地产开发项目）签署了谅解备忘录，拟在格林纳达规划一个人工智能数据中心和太阳能农场，项目投资额最高可达5亿美元。 https://slicast.com/article/1pwpd59 Slicast en 2026-10-29T15:21:25.000Z The BAAJA bill would give federal regulators a 'bigger hammer' to break transmission blocks, and Rep. Josh Harder, D-Calif., says its cost-sharing provisions are the most important part. https://slicast.com/zh/article/1pwpd59 Slicast zh-cn 2026-10-29T15:21:25.000Z BAAJA法案将赋予联邦监管机构更有力的工具来打破输电阻塞，众议员Josh Harder（加州民主党）表示，其中的成本分摊条款是最重要的部分。 https://slicast.com/ko/article/1pwpd59 Slicast ko 2026-10-29T15:21:25.000Z BAAJA 법안은 연방 규제당국에 송전 장벽을 허물 수 있는 '더 큰 망치'를 쥐여주는 내용이며, 조시 하더(Josh Harder) 민주당 하원의원(캘리포니아)은 이 법안의 비용 분담 조항이 가장 중요한 부분이라고 말했다. https://slicast.com/article/uxrpfm Slicast en 2026-10-29T15:21:00.000Z CLS raised its 2026 outlook as AI demand powers an aggressive 2027 ramp. https://slicast.com/zh/article/uxrpfm Slicast zh-cn 2026-10-29T15:21:00.000Z CLS上调2026年业绩展望，人工智能需求推动其2027年产能激进爬坡。 https://slicast.com/ko/article/uxrpfm Slicast ko 2026-10-29T15:21:00.000Z CLS, AI 수요에 힘입어 2026년 전망치 상향 조정... 2027년 공격적 확대 계획 https://slicast.com/article/1wfcfh4 Slicast en 2026-10-29T15:15:00.000Z Cerebras will bring its fast AI inference service to Oracle Cloud. https://slicast.com/zh/article/1wfcfh4 Slicast zh-cn 2026-10-29T15:15:00.000Z Cerebras将把其快速人工智能推理服务引入甲骨文云。 https://slicast.com/ko/article/1wfcfh4 Slicast ko 2026-10-29T15:15:00.000Z Cerebras, Oracle Cloud에 고속 AI 추론 서비스를 제공할 예정이다. https://slicast.com/article/1rb9yon Slicast en 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group has launched Cortex DC and targets 2GW of data center capacity in India, though few rollout details have been shared. https://slicast.com/zh/article/1rb9yon Slicast zh-cn 2026-10-29T15:14:22.000Z 综合企业Chatterjee Group推出Cortex DC，目标在印度建设2吉瓦的数据中心容量，但目前尚未公布太多部署细节。 https://slicast.com/ko/article/1rb9yon Slicast ko 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group가 Cortex DC를 출범시키고 인도에서 2GW 규모의 데이터센터 용량을 목표로 한다고 밝혔으나, 구체적인 구축 계획은 거의 공개되지 않았다. https://slicast.com/article/dzqqew Slicast en 2026-10-29T15:06:30.000Z Datatec Ltd (DTTLY) H1 2027 earnings call highlights say AI infrastructure demand is driving record performance. https://slicast.com/zh/article/dzqqew Slicast zh-cn 2026-10-29T15:06:30.000Z Datatec Ltd（DTTLY）2027财年上半年业绩电话会议要点显示，人工智能基础设施需求正推动其业绩创下纪录。 https://slicast.com/article/1d7bthr Slicast en 2026-10-29T15:05:24.000Z AEP raised its investment plan 30% to $100B for generation and transmission, as its contracted large loads jumped 22% to 84 GW, mainly on a 10.4-GW data center in Ohio being developed by SB Energy. https://slicast.com/zh/article/1d7bthr Slicast zh-cn 2026-10-29T15:05:24.000Z AEP将发电与输电投资计划提高30%至1000亿美元，签约大型负荷增长22%至84吉瓦，主要来自由SB Energy开发的俄亥俄州10.4吉瓦数据中心。 https://slicast.com/ko/article/1d7bthr Slicast ko 2026-10-29T15:05:24.000Z AEP은 계약된 대규모 부하가 22% 증가한 84GW에 도달함에 따라 발전 및 송전 투자 계획을 30% 상향한 1,000억 달러로 확대했으며, 이는 주로 SB Energy가 개발 중인 오하이오주 10.4GW 규모 데이터센터에 기인합니다. https://slicast.com/article/zfkoj Slicast en 2026-10-29T15:05:14.000Z PG&E reports a marginal increase in its data center pipeline, with 240MW of it in the construction phase. https://slicast.com/zh/article/zfkoj Slicast zh-cn 2026-10-29T15:05:14.000Z PG&E称其数据中心项目储备仅小幅增加，其中240兆瓦处于建设阶段。 https://slicast.com/article/1x1rzjf Slicast en 2026-10-29T14:43:55.000Z Nebius has a 364-day credit line and a 50-megawatt option in Saudi Arabia, with the delivery question still unresolved. https://slicast.com/zh/article/1x1rzjf Slicast zh-cn 2026-10-29T14:43:55.000Z Nebius获得一条364天期的授信额度，并在沙特阿拉伯拥有一项50兆瓦的选择权，但交付时间问题仍未解决。 https://slicast.com/ko/article/1x1rzjf Slicast ko 2026-10-29T14:43:55.000Z Nebius는 사우디아라비아에서 364일 신용 한도와 50메가와트 옵션을 보유하고 있으나, 인도 관련 문제는 아직 해결되지 않았습니다. Wait, I need to correct that: the source says "delivery question," not India. Corrected translation: Nebius는 사우디아라비아에서 364 https://slicast.com/article/1dxbkaf Slicast en 2026-10-29T14:34:54.000Z The Sierra Club estimates that US data center buildouts could wipe out 15 years of greenhouse gas emissions progress by 2030. https://slicast.com/zh/article/1dxbkaf Slicast zh-cn 2026-10-29T14:34:54.000Z 塞拉俱乐部估计，到2030年，美国数据中心建设可能抵消其过去15年在温室气体减排方面取得的进展。 https://slicast.com/article/1ouqol8 Slicast en 2026-10-29T14:30:17.000Z Cadence will bring AI-enabled electronic design automation, system design and analysis, and digital twin expertise to the DOE's AI-driven science initiative, the Genesis Mission. https://slicast.com/zh/article/1ouqol8 Slicast zh-cn 2026-10-29T14:30:17.000Z 楷登电子将为美国能源部人工智能驱动的科学计划Genesis Mission带来人工智能增强的电子设计自动化、系统设计与分析以及数字孪生方面的专业能力。 https://slicast.com/article/mhcqn4 Slicast en 2026-10-29T14:24:52.000Z Google's share price slumped as AI data center build-out drove $9bn of negative cash flow, while the search and cloud giant said capex spending will continue as planned. https://slicast.com/zh/article/mhcqn4 Slicast zh-cn 2026-10-29T14:24:52.000Z 谷歌股价下跌，因人工智能数据中心建设导致其现金流为负90亿美元；该公司表示资本开支将按计划继续。 https://slicast.com/ko/article/mhcqn4 Slicast ko 2026-10-29T14:24:52.000Z Google의 주가는 AI 데이터센터 구축이 90억 달러의 마이너스 현금흐름을 초래하면서 하락했으며, 검색 및 클라우드 기업인 Google은 설비투자(capex) 지출을 계획대로 계속할 것이라고 밝혔다. https://slicast.com/article/byks57 Slicast en 2026-10-29T14:12:37.000Z Thailand will require data centre developers to pitch for power under new rules. https://slicast.com/zh/article/byks57 Slicast zh-cn 2026-10-29T14:12:37.000Z 泰国将根据新规，要求数据中心开发商就电力供应进行竞争性推介。 https://slicast.com/article/1k762z Slicast en 2026-10-29T14:11:54.000Z Victoria has published its Sustainable Data Centre Action Plan. https://slicast.com/zh/article/1k762z Slicast zh-cn 2026-10-29T14:11:54.000Z 维多利亚州发布了《可持续数据中心行动计划》。 https://slicast.com/article/4lwzaq Slicast en 2026-10-29T14:07:49.000Z US antitrust regulators are scrutinizing Nvidia's planned acquisition of Hugging Face and its sales practices, with the Justice Department looking into the open-source platform deal. https://slicast.com/zh/article/4lwzaq Slicast zh-cn 2026-10-29T14:07:49.000Z 美国反垄断监管机构正在审查英伟达拟收购抱抱脸一事及其销售行为，美国司法部正在调查这笔开源平台收购。 https://slicast.com/ko/article/4lwzaq Slicast ko 2026-10-29T14:07:49.000Z US 반독점 규제 당국은 Nvidia의 Hugging Face 인수 계획과 판매 관행을 검토하고 있으며, 법무부는 이 오픈소스 플랫폼 인수 건을 조사 중이다. https://slicast.com/article/1pd9292 Slicast en 2026-10-29T14:06:43.000Z Marvell shares fell 12% as investors balked at reported talks on a megadeal with Lumentum. https://slicast.com/zh/article/1pd9292 Slicast zh-cn 2026-10-29T14:06:43.000Z 据报道美满电子与Lumentum洽谈大额并购，投资者对此持谨慎态度，美满电子股价下跌12%。 https://slicast.com/ko/article/1pd9292 Slicast ko 2026-10-29T14:06:43.000Z Marvell 주가가 Lumentum과의 대형 인수합병 협상 보도에 투자자들이 부담을 느끼면서 12% 하락했다. https://slicast.com/article/14nf68c Slicast en 2026-10-29T14:04:49.000Z Gradian has opened a $60 million manufacturing plant in Dayton, Minnesota, adding US-based capacity for liquid cooling, a component AI data centers increasingly rely on for high-density racks. https://slicast.com/zh/article/14nf68c Slicast zh-cn 2026-10-29T14:04:49.000Z Gradian在Dayton, Minnesota开设了一座价值6000万美元的制造工厂，新增美国本土的液冷产能。 https://slicast.com/article/1q6tsx5 Slicast en 2026-10-29T14:00:08.000Z China's Iluvatar CoreX says its new GPU matches Nvidia's H200, narrowing the domestic chip gap. https://slicast.com/zh/article/1q6tsx5 Slicast zh-cn 2026-10-29T14:00:08.000Z 天数智芯（Iluvatar CoreX）称其新款图形处理器性能与英伟达H200相当，国产芯片差距正在缩小。 https://slicast.com/ko/article/1q6tsx5 Slicast ko 2026-10-29T14:00:08.000Z China의 Iluvatar CoreX는 자사의 신규 GPU가 Nvidia H200과 대등한 성능을 낸다고 밝히며, 국내 반도체 격차를 좁히고 있다고 말했다. https://slicast.com/article/11tlyhh Slicast en 2026-10-29T13:47:40.000Z Memory chipmakers are gaining pricing leverage as Apple, Nvidia and Qualcomm compete for memory supply during the AI boom. https://slicast.com/zh/article/11tlyhh Slicast zh-cn 2026-10-29T13:47:40.000Z 人工智能热潮使存储芯片厂商在定价上更具话语权，苹果、英伟达与高通正争夺有限的存储供应。 https://slicast.com/article/flsjpa Slicast en 2026-10-29T13:45:00.000Z Meta Platforms' reported $100 billion financing plan is seen as a boon for Broadcom, which supplies custom AI silicon. https://slicast.com/zh/article/flsjpa Slicast zh-cn 2026-10-29T13:45:00.000Z 据报道，Meta Platforms的1000亿美元融资计划将利好博通，博通为其提供定制人工智能芯片。 https://slicast.com/ko/article/flsjpa Slicast ko 2026-10-29T13:45:00.000Z Meta Platforms의 보고된 1,000억 달러 규모 자금 조달 계획은 맞춤형 AI 반도체를 공급하는 Broadcom에 호재로 평가된다. https://slicast.com/article/1xbcyuo Slicast en 2026-10-29T13:42:39.000Z Seagate says hyperscalers are showing strong interest in its HAMR drives. https://slicast.com/zh/article/1xbcyuo Slicast zh-cn 2026-10-29T13:42:39.000Z 希捷表示，超大规模云服务商对其HAMR硬盘兴趣浓厚。 https://slicast.com/article/1htmmab Slicast en 2026-10-29T13:37:31.000Z Google's AI chip sales are lifting its cloud revenue while affecting its cash flow. https://slicast.com/zh/article/1htmmab Slicast zh-cn 2026-10-29T13:37:31.000Z 谷歌的人工智能芯片销售正在提升其云业务收入，同时对现金流产生影响。 https://slicast.com/article/27ot14 Slicast en 2026-10-29T13:31:07.000Z TDK launched 1000 V and 1500 V contactors for electric vehicles, DC fast charging and AI data center infrastructure. https://slicast.com/zh/article/27ot14 Slicast zh-cn 2026-10-29T13:31:07.000Z TDK推出用于电动汽车、直流快充和人工智能数据中心基础设施的1000 V和1500 V接触器。 https://slicast.com/article/1cfumqh Slicast en 2026-10-29T13:30:00.000Z PowerBank Announces First 2 MW Modular Data Center in Ontario with Potential Annual Lease Revenue of Approximately C$2 Million https://slicast.com/zh/article/1cfumqh Slicast zh-cn 2026-10-29T13:30:00.000Z PowerBank宣布在安大略省建成首个2 MW模块化数据中心,预计年租赁收入约为200万加元 https://slicast.com/article/40mrru Slicast en 2026-10-29T13:21:29.000Z The 5th Circuit Court of Appeals ruled that Texas can enforce restrictions on foreign-owned companies' grid access, rejecting an appeal by a Chinese-linked solar developer. https://slicast.com/zh/article/40mrru Slicast zh-cn 2026-10-29T13:21:29.000Z 美国第五巡回上诉法院裁定，Texas有权限制外资控股企业接入电网，驳回了一家与中国有关联的太阳能开发商的上诉。 https://slicast.com/article/1booo6i Slicast en 2026-10-29T13:09:52.000Z PsiQuantum unveiled Optical Circuit Switching technology built on a low-loss silicon photonics platform. https://slicast.com/zh/article/1booo6i Slicast zh-cn 2026-10-29T13:09:52.000Z PsiQuantum推出基于先进低损耗硅光子平台的光路交换技术。 https://slicast.com/article/vlmuia Slicast en 2026-10-29T13:06:22.000Z AWWA releases new report to help water utilities evaluate data center development https://slicast.com/zh/article/vlmuia Slicast zh-cn 2026-10-29T13:06:22.000Z AWWA发布新报告,帮助水务公司评估数据中心建设 https://slicast.com/article/1mkl8yk Slicast en 2026-10-29T13:04:23.000Z Sources say Alice Huang, a senior executive at an Nvidia cloud partner with close ties to Jensen Huang, is suspected of passing information to Beijing, and the New York Times reports US intelligence b https://slicast.com/zh/article/1mkl8yk Slicast zh-cn 2026-10-29T13:04:23.000Z 据消息人士称，英伟达云服务合作伙伴的高级管理人员Alice Huang与黄仁勋关系密切，被怀疑向北京传递信息；据《纽约时报》报道，美国情报机构认为中国间谍曾将英伟达首席执行官黄仁勋作为目标。 https://slicast.com/article/rdt8xt Slicast en 2026-10-29T13:00:16.000Z Slice Into GFN Thursday: ‘Phantom Blade Zero’ Launches on GeForce NOW https://slicast.com/zh/article/rdt8xt Slicast zh-cn 2026-10-29T13:00:16.000Z 切入GFN周四:《Phantom Blade Zero》登陆GeForce NOW https://slicast.com/article/fpy7om Slicast en 2026-10-29T13:00:02.000Z FirstEnergy's data center pipeline rose 5% to 26 GW in Q3, and two FirstEnergy utilities reserved combined cycle turbines for a 1.2 GW data center-focused project in West Virginia while issuing a soli https://slicast.com/zh/article/fpy7om Slicast zh-cn 2026-10-29T13:00:02.000Z FirstEnergy第三季度数据中心项目储备增长5%至26吉瓦；其两家公用事业子公司已为West Virginia一个1.2吉瓦、以数据中心为主的项目预订了联合循环燃气轮机，并发布了另一个新增项目的招标（原文截断）。 https://slicast.com/ko/article/fpy7om Slicast ko 2026-10-29T13:00:02.000Z FirstEnergy의 데이터센터 파이프라인은 3분기에 5% 증가한 26GW를 기록했으며, FirstEnergy 소속 두 개 전력회사는 웨스트버지니아주의 1.2GW 규모 데이터센터 중심 프로젝트를 위해 복합발전 터빈을 확보하고, 추가 프로젝트에 대한 입찰 공고를 냈다(원문이 잘려 세부 내용은 확인되지 않음). https://slicast.com/article/dnvlmk Slicast en 2026-10-29T13:00:00.000Z Eclypsium and NVIDIA Collaborate to Address Emerging AI Infrastructure Attack Surface and Strengthen AI Trust https://slicast.com/zh/article/dnvlmk Slicast zh-cn 2026-10-29T13:00:00.000Z Eclypsium与NVIDIA合作应对新兴AI基础设施攻击面,加强AI信任 https://slicast.com/article/2m6zk7 Slicast en 2026-10-29T12:59:58.000Z Microsoft says its data centers can last 25 years, extending facility useful life, and reported Azure revenue for the first time alongside lower capex. https://slicast.com/zh/article/2m6zk7 Slicast zh-cn 2026-10-29T12:59:58.000Z 微软表示其数据中心可使用25年，并延长了设施的有效使用年限；同时首次单独披露Azure收入，资本开支有所下降。 https://slicast.com/ko/article/2m6zk7 Slicast ko 2026-10-29T12:59:58.000Z Microsoft는 자사 데이터센터의 수명이 25년에 이를 수 있다고 밝히며 시설의 유효 사용 기간을 늘리고 있다고 말했다. 아울러 설비투자(capex)는 줄어든 가운데 Azure 매출을 처음으로 함께 공개했다. https://slicast.com/article/1u0k2m6 Slicast en 2026-10-29T12:51:26.000Z IREN's Spain campus and $363 million refinancing face a November reckoning. https://slicast.com/zh/article/1u0k2m6 Slicast zh-cn 2026-10-29T12:51:26.000Z IREN位于Spain的园区与3.63亿美元的再融资面临11月的关键节点。 https://slicast.com/ko/article/1u0k2m6 Slicast ko 2026-10-29T12:51:26.000Z IREN의 스페인 캠퍼스와 3억 6,300만 달러 규모의 재융자가 11월 중대한 분수령을 맞이한다. https://slicast.com/article/3rvm8r Slicast en 2026-10-29T12:49:19.000Z The US Department of Justice is reportedly probing Nvidia's near $13 billion acquisition of Hugging Face over concerns it could hurt competition in AI. https://slicast.com/zh/article/3rvm8r Slicast zh-cn 2026-10-29T12:49:19.000Z 据报道，美国司法部正在调查英伟达近130亿美元收购Hugging Face一事，担心此举会损害人工智能领域的竞争。 https://slicast.com/ko/article/3rvm8r Slicast ko 2026-10-29T12:49:19.000Z 미국 법무부가 엔비디아의 약 130억 달러 규모 허깅페이스 인수와 관련해, AI 분야 경쟁을 저해할 우려가 있다는 이유로 조사에 착수한 것으로 전해졌다. https://slicast.com/article/vcw7fx Slicast en 2026-10-29T12:49:00.000Z Caterpillar beat earnings but still fell 9%, as investors questioned whether the AI power trade has peaked. https://slicast.com/zh/article/vcw7fx Slicast zh-cn 2026-10-29T12:49:00.000Z 卡特彼勒财报超预期，股价仍下跌9%，投资者对人工智能电力概念的热情似乎正在降温。 https://slicast.com/article/1q2msel Slicast en 2026-10-29T12:46:13.000Z Gemini 4 Carbon has topped leaderboards, but Google's earnings fell short, while trillion-dollar tech giants keep adding capital to the AI race. https://slicast.com/zh/article/1q2msel Slicast zh-cn 2026-10-29T12:46:13.000Z Gemini 4 Carbon登顶排行榜，但难掩谷歌财报表现不佳；多家万亿美元市值科技巨头仍在持续追加人工智能投入。 https://slicast.com/article/yeq0x8 Slicast en 2026-10-29T12:46:07.000Z Oracle and Google Cloud announced that Oracle Cloud Infrastructure will be the first hyperscaler outside Google to offer Google Tensor Processing Units (TPUs). https://slicast.com/zh/article/yeq0x8 Slicast zh-cn 2026-10-29T12:46:07.000Z 甲骨文与谷歌云宣布，Oracle Cloud Infrastructure（OCI）将成为谷歌之外首家提供谷歌张量处理单元（TPU）的超大规模云服务商。 https://slicast.com/ko/article/yeq0x8 Slicast ko 2026-10-29T12:46:07.000Z Oracle와 Google Cloud는 Oracle Cloud Infrastructure가 Google 외 최초의 하이퍼스케일러로서 Google Tensor Processing Unit(TPU)을 제공할 것이라고 발표했다. https://slicast.com/article/j3xl1e Slicast en 2026-10-29T12:20:37.000Z Cerebras announced a partnership with Oracle to accelerate AI inference workloads. https://slicast.com/zh/article/j3xl1e Slicast zh-cn 2026-10-29T12:20:37.000Z Cerebras宣布与甲骨文合作，加速人工智能推理工作负载。 https://slicast.com/article/1tf6ahe Slicast en 2026-10-29T12:20:04.000Z HSBC is seeking to hedge its data center debt exposure by buying credit risk insurance, according to Bloomberg. https://slicast.com/zh/article/1tf6ahe Slicast zh-cn 2026-10-29T12:20:04.000Z 汇丰据彭博社报道，正寻求通过信用风险保险对冲其数据中心债务敞口。 https://slicast.com/ko/article/1tf6ahe Slicast ko 2026-10-29T12:20:04.000Z HSBC는 블룸버그 보도에 따르면 데이터센터 관련 부채 익스포저를 헤지하기 위해 신용위험 보험을 매입하는 방안을 추진하고 있다. https://slicast.com/article/1vh2726 Slicast en 2026-10-29T12:20:00.000Z Tom's Hardware publishes a first attempt at a CPU benchmark that measures performance under agentic AI workloads. https://slicast.com/zh/article/1vh2726 Slicast zh-cn 2026-10-29T12:20:00.000Z 有媒体首次尝试设计基准测试，用于衡量智能体人工智能工作负载下中央处理器的性能。 https://slicast.com/article/ik16s Slicast en 2026-10-29T12:18:00.000Z CXMT plans to begin mass production of HBM3E memory chips in late Q4 2026 despite reported abysmal yields. https://slicast.com/zh/article/ik16s Slicast zh-cn 2026-10-29T12:18:00.000Z 长鑫存储计划于2026年第四季度下旬量产HBM3E内存芯片，尽管报道称其良率极低。 https://slicast.com/ko/article/ik16s Slicast ko 2026-10-29T12:18:00.000Z CXMT는 보고된 저조한 수율에도 불구하고 2026년 4분기 말 HBM3E 메모리 칩의 양산을 시작할 계획이다. https://slicast.com/article/x5byzn Slicast en 2026-10-29T12:10:58.000Z Neocloud shares including CRWV, NBIS, IREN and APLD fell sharply, giving up their best week in over two months as AI capex worries tied to GOOGL and MSFT weighed on the group. https://slicast.com/zh/article/x5byzn Slicast zh-cn 2026-10-29T12:10:58.000Z 受GOOGL与MSFT人工智能资本支出担忧拖累，CRWV、NBIS、IREN与APLD等新云股票大幅下跌，结束了两个多月来最好的一周表现。 https://slicast.com/article/2pu474 Slicast en 2026-10-29T12:08:49.000Z Lumentum shares jumped on a report of a possible merger between Lumentum and Marvell. https://slicast.com/zh/article/2pu474 Slicast zh-cn 2026-10-29T12:08:49.000Z 据报道Lumentum与Marvell可能合并，Lumentum股价随之大涨。 https://slicast.com/ko/article/2pu474 Slicast ko 2026-10-29T12:08:49.000Z Lumentum 주가는 Lumentum과 Marvell의 합병 가능성을 보도한 기사에 힘입어 급등했다. https://slicast.com/article/1i85set Slicast en 2026-10-29T12:00:00.000Z Hubbell says data-center purchases of electrical equipment are up 80% since 2025, and a temporary meter-component shortage should be fully resolved by year-end, per its third-quarter earnings report. https://slicast.com/zh/article/1i85set Slicast zh-cn 2026-10-29T12:00:00.000Z Hubbell表示，自2025年以来数据中心采购的电气设备增长80%，其第三季度财报中称，暂时性的电表组件短缺预计将于年底前完全缓解。 https://slicast.com/article/1fe4ko0 Slicast en 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/1fe4ko0 Slicast zh-cn 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/1hf6v48 Slicast en 2026-10-29T12:00:00.000Z KLA CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1hf6v48 Slicast zh-cn 2026-10-29T12:00:00.000Z KLA CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1inldy2 Slicast en 2026-10-29T12:00:00.000Z Alphabet files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1inldy2 Slicast zh-cn 2026-10-29T12:00:00.000Z Alphabet 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1ll8k4h Slicast en 2026-10-29T12:00:00.000Z INTEL CORP files 8-K: results of operations https://slicast.com/zh/article/1ll8k4h Slicast zh-cn 2026-10-29T12:00:00.000Z INTEL CORP 提交 8-K：重大事件 https://slicast.com/article/ejsvr9 Slicast en 2026-10-29T12:00:00.000Z AMAZON COM INC files 8-K: results of operations https://slicast.com/zh/article/ejsvr9 Slicast zh-cn 2026-10-29T12:00:00.000Z AMAZON COM INC 提交 8-K：重大事件 https://slicast.com/article/rbt3vg Slicast en 2026-10-29T12:00:00.000Z MICROSOFT CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/rbt3vg Slicast zh-cn 2026-10-29T12:00:00.000Z MICROSOFT CORP 提交 424B2：招股说明书(424B) https://slicast.com/article/1abkkio Slicast en 2026-10-29T11:46:27.000Z Data-centre load shifting is expected to cut peak power demand by 0.6 per cent, according to ET Datacenters. https://slicast.com/zh/article/1abkkio Slicast zh-cn 2026-10-29T11:46:27.000Z 数据中心负荷转移有望将峰值用电需求降低0.6%。 https://slicast.com/article/1u905c Slicast en 2026-10-29T11:43:00.000Z Corning reported solid third-quarter earnings and guidance as AI photonics stocks rallied. https://slicast.com/zh/article/1u905c Slicast zh-cn 2026-10-29T11:43:00.000Z 康宁第三季度财报及业绩指引表现稳健，同时人工智能光子概念股出现上涨。 https://slicast.com/article/kse3zz Slicast en 2026-10-29T11:42:40.000Z Former Intel CEO Patrick Gelsinger has endorsed a new memory technology that he says could resolve a major AI chip bottleneck. https://slicast.com/zh/article/kse3zz Slicast zh-cn 2026-10-29T11:42:40.000Z 英特尔前首席执行官帕特·基辛格力挺一项新型内存技术，称其可解决人工智能芯片的一大瓶颈。 https://slicast.com/article/16yc4zg Slicast en 2026-10-29T11:40:00.000Z Fujifilm plans to increase production of its 100TB magnetic storage tape by up to 5x to meet newfound demand from AI data-center storage. https://slicast.com/zh/article/16yc4zg Slicast zh-cn 2026-10-29T11:40:00.000Z 富士胶片计划将100TB磁带产量提高至多5倍，以满足人工智能数据中心存储带来的新需求。 https://slicast.com/article/jqjg3g Slicast en 2026-10-29T11:37:00.000Z NEXTDC (ASX:NXT) has signed record data-centre contracts, and analysts are assessing how fast they will convert into revenue. https://slicast.com/zh/article/jqjg3g Slicast zh-cn 2026-10-29T11:37:00.000Z NEXTDC（ASX:NXT）已签署创纪录的数据中心合同，市场正评估这些合同转化为收入的速度。 https://slicast.com/article/11dzbre Slicast en 2026-10-29T11:30:01.000Z Google and Microsoft have put off raising their capex forecasts, a delay CNBC describes as a snag in the AI buildout. https://slicast.com/zh/article/11dzbre Slicast zh-cn 2026-10-29T11:30:01.000Z 谷歌和微软推迟了上调资本支出预测，CNBC将此描述为人工智能建设的一个阻碍。 https://slicast.com/ko/article/11dzbre Slicast ko 2026-10-29T11:30:01.000Z Google과 Microsoft가 설비투자(capex) 전망 상향 조정을 미뤘으며, CNBC는 이를 AI 인프라 구축의 걸림돌로 보고 있다. https://slicast.com/article/3h38rn Slicast en 2026-10-29T11:30:00.000Z Anthropic's IPO filing shows it spent $8.9 billion on compute in the first half, with most going to R&D and less than a third estimated to serve Claude customers. https://slicast.com/zh/article/3h38rn Slicast zh-cn 2026-10-29T11:30:00.000Z Anthropic的IPO申请文件显示，其上半年89亿美元的算力支出中大部分用于研发，估计不到三分之一用于服务Claude客户。 https://slicast.com/ko/article/3h38rn Slicast ko 2026-10-29T11:30:00.000Z Anthropic의 IPO 신고서에 따르면 상반기 컴퓨팅 비용으로 89억 달러를 지출했으며, 대부분은 R&D에 투입되었고 Claude 고객 서비스에 쓰인 비중은 3분의 1 미만으로 추정된다. https://slicast.com/article/1mqvz4c Slicast en 2026-10-29T11:30:00.000Z Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027 https://slicast.com/zh/article/1mqvz4c Slicast zh-cn 2026-10-29T11:30:00.000Z Belden公布2026年第三季度创纪录业绩,并宣布与数据中心签订1亿$的2027年协议 https://slicast.com/article/1dduiqu Slicast en 2026-10-29T11:19:26.000Z SpaceX reportedly has locked in Nvidia Vera Rubin supply to support deals with Anthropic and Google. https://slicast.com/zh/article/1dduiqu Slicast zh-cn 2026-10-29T11:19:26.000Z 据报道，SpaceX已锁定英伟达Vera Rubin供应，用于支持其与Anthropic和谷歌的合作。 https://slicast.com/ko/article/1dduiqu Slicast ko 2026-10-29T11:19:26.000Z SpaceX는 Anthropic 및 Google과의 계약을 뒷받침하기 위해 Nvidia Vera Rubin 공급물량을 확보한 것으로 전해졌다. https://slicast.com/article/1wxhk49 Slicast en 2026-10-29T11:10:00.000Z Macquarie Technology (ASX:MAQ) is expanding its data-centre footprint while keeping a disciplined approach to funding. https://slicast.com/zh/article/1wxhk49 Slicast zh-cn 2026-10-29T11:10:00.000Z Macquarie Technology（ASX:MAQ）正在扩大数据中心布局，同时保持审慎的融资策略。 https://slicast.com/article/17p7iri Slicast en 2026-10-29T11:00:11.000Z Opposition to data-center projects in Ohio is reshaping the midterm election debate. https://slicast.com/zh/article/17p7iri Slicast zh-cn 2026-10-29T11:00:11.000Z 俄亥俄州针对数据中心的反对情绪正在改写中期选举的议题格局。 https://slicast.com/ko/article/17p7iri Slicast ko 2026-10-29T11:00:11.000Z 오하이오주의 데이터센터 프로젝트에 대한 반대 여론이 중간선거의 쟁점 논의를 바꾸고 있다. https://slicast.com/article/te2bpi Slicast en 2026-10-29T10:59:34.000Z Marvell has proposed acquiring Lumentum, which moved optical-communications stocks in pre-market trading: MRVL fell more than 11%, LITE rose more than 4%, and COHR slipped 0.63%. https://slicast.com/zh/article/te2bpi Slicast zh-cn 2026-10-29T10:59:34.000Z Marvell 提议收购 Lumentum,此消息带动光通信板块盘前交易走势分化:MRVL 跌逾 11%,LITE 涨逾 4%,COHR 下跌 0.63%。 https://slicast.com/ko/article/te2bpi Slicast ko 2026-10-29T10:59:34.000Z Marvell가 Lumentum 인수를 제안하면서 시간외 거래에서 광통신 관련 주가가 움직였다. MRVL은 11% 넘게 하락했고, LITE는 4% 넘게 상승했으며, COHR은 0.63% 밀렸다. https://slicast.com/article/1psmw9c Slicast en 2026-10-29T10:17:13.000Z Naver has closed a $10 billion investment from Brookfield and Nvidia, funds that will go toward building out data centers and buying GPUs. https://slicast.com/zh/article/1psmw9c Slicast zh-cn 2026-10-29T10:17:13.000Z Naver已完成来自Brookfield和Nvidia的100亿美元投资,资金将用于建设数据中心和采购GPU。 https://slicast.com/ko/article/1psmw9c Slicast ko 2026-10-29T10:17:13.000Z 네이버가 브룩필드와 엔비디아로부터 100억 달러 규모의 투자를 유치했다. 이번 자금은 데이터센터 구축과 GPU 구매에 투입될 예정이다. https://slicast.com/commentary/d-matrix-2026-10-28 Slicast en 2026-10-28T21:14:29.415Z d-Matrix Squadron Compute Cluster, October 2026: From Single Chip to Data-Center Scale https://slicast.com/zh/commentary/d-matrix-2026-10-28 Slicast zh-cn 2026-10-28T21:14:29.415Z d-Matrix Squadron计算集群，2026年10月：从单芯片扩展至数据中心规模 https://slicast.com/article/1tivecr Slicast en 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 https://slicast.com/zh/article/1tivecr Slicast zh-cn 2026-10-28T21:11:00.000Z 全球基于 Chiplet 的 GPU 市场 2026–2031 年预测规模 $137.5 亿,CAGR 约 38% https://slicast.com/ko/article/1tivecr Slicast ko 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 Wait, I need to correct that: the translation should be in Korean. Here is the translation: 글로벌 칩렛 기반 GP https://slicast.com/article/u1ph1e Slicast en 2026-10-28T21:10:00.000Z Crusoe and Lancium Announce 1.0 Gigawatt AI Data Center Campus in Childress, Texas https://slicast.com/zh/article/u1ph1e Slicast zh-cn 2026-10-28T21:10:00.000Z Crusoe + Lancium 宣布德克萨斯州 1GW AI 数据中心园区,Q3 2026 动工 https://slicast.com/ko/article/u1ph1e Slicast ko 2026-10-28T21:10:00.000Z Crusoe와 Lancium, 텍사스주 칠드레스에 1.0기가와트 규모 AI 데이터센터 캠퍼스 발표 https://slicast.com/commentary/northern-data-2026-10-28 Slicast en 2026-10-28T21:09:33.067Z Northern Data Stake, October 2026: RUM Group Nears Full Control After Reported $13.7 Billion AI Deal https://slicast.com/zh/commentary/northern-data-2026-10-28 Slicast zh-cn 2026-10-28T21:09:33.067Z Northern Data持股比例，2026年10月：RUM集团在137亿美元AI交易后接近完全控制 https://slicast.com/article/1ob4kqd Slicast en 2026-10-28T21:09:00.000Z IREN to Release Q1 FY27 Results on November 5, 2026 https://slicast.com/zh/article/1ob4kqd Slicast zh-cn 2026-10-28T21:09:00.000Z IREN Q1 FY27 财报定于 11 月 5 日发布,分析师预测营收 $2.40 亿,AI Cloud 占比升至 80% https://slicast.com/ko/article/1ob4kqd Slicast ko 2026-10-28T21:09:00.000Z IREN, Q1 FY27 실적 발표 예정: 2026년 11월 5일 https://slicast.com/article/c74fhq Slicast en 2026-10-28T21:07:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-28T21:07:00.000Z 超大规模厂商 2026 年合计 capex 逼近 $7,250 亿,同比增幅约 79% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-28T21:07:00.000Z AI 투자 2026: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/von49b Slicast en 2026-10-28T21:06:00.000Z NVIDIA backs six chip suppliers in $279B push to break AI capacity bottleneck https://slicast.com/zh/article/von49b Slicast zh-cn 2026-10-28T21:06:00.000Z NVIDIA 在 GTC Berlin 与 6 家供应商签 $2,790 亿产能扩张协议,Amkor 封装增 300%、SPIL 光引擎增 15 倍 https://slicast.com/ko/article/von49b Slicast ko 2026-10-28T21:06:00.000Z NVIDIA, AI 생산 능력 병목 해소를 위해 칩 공급업체 6곳에 투자… 2,790억 달러 규모 https://slicast.com/article/1suu02s Slicast en 2026-10-28T21:04:00.000Z OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA https://slicast.com/zh/article/1suu02s Slicast zh-cn 2026-10-28T21:04:00.000Z OpenAI 据报道计划采购 Google TPU,Oracle 明年引入 TPU 云服务——NVIDIA 最大客户多元化加速 https://slicast.com/ko/article/1suu02s Slicast ko 2026-10-28T21:04:00.000Z OpenAI, 구글 TPU 구매 계획 보도…오라클, 2027년 클라우드에 TPU 도입으로 NVIDIA에 압박 https://slicast.com/article/10efzpn Slicast en 2026-10-28T21:03:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/10efzpn Slicast zh-cn 2026-10-28T21:03:00.000Z Musk 警告 200 家 neocloud "灭亡性并购",CRWV 跌 5%、IREN 跌 3%、NBIS 跌 2% https://slicast.com/ko/article/10efzpn Slicast ko 2026-10-28T21:03:00.000Z Elon Musk "neocloud 200여 곳, 구피 수준의 죽음에 직면" 발언 https://slicast.com/article/vcakin Slicast en 2026-10-28T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/vcakin Slicast zh-cn 2026-10-28T21:01:00.000Z Anthropic 提交 S-1,目标估值 $1.5–2T,H1 营收 $163 亿同比暴增逾 14 倍 https://slicast.com/ko/article/vcakin Slicast ko 2026-10-28T21:01:00.000Z Anthropic, 나스닥 IPO 신청서 제출… 기업가치 최대 2조 달러 목표 https://slicast.com/article/dwoygw Slicast en 2026-10-28T21:01:00.000Z NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development https://slicast.com/zh/article/dwoygw Slicast zh-cn 2026-10-28T21:01:00.000Z NIPSCO将通过数据中心建设为电力客户节省5750万$ https://slicast.com/commentary/sk-hynix-2026-10-28 Slicast en 2026-10-28T20:46:22.017Z SK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 Billion https://slicast.com/zh/commentary/sk-hynix-2026-10-28 Slicast zh-cn 2026-10-28T20:46:22.017Z SK海力士订单，2026年10月：DRAM与HBM订单排至2029年，利润飙升至620亿美元 https://slicast.com/commentary/samsung-2026-10-28 Slicast en 2026-10-28T20:26:06.482Z Samsung vs SK Hynix: HBM Revenue Leadership, October 2026 https://slicast.com/zh/commentary/samsung-2026-10-28 Slicast zh-cn 2026-10-28T20:26:06.482Z 三星与SK海力士HBM收入主导权对比，2026年10月 https://slicast.com/commentary/iren-2026-10-28 Slicast en 2026-10-28T20:16:09.138Z IREN $363 Million Wingspire Financing, October 2026 https://slicast.com/zh/commentary/iren-2026-10-28 Slicast zh-cn 2026-10-28T20:16:09.138Z IREN：3.63亿美元Wingspire设备融资，2026年10月 https://slicast.com/brief/2026-10-29 Slicast en 2026-10-28T20:06:56.807Z Latest AI Infrastructure News: October 29, 2026 https://slicast.com/zh/brief/2026-10-29 Slicast zh-cn 2026-10-28T20:06:56.807Z AI 基础设施新闻早报 · 2026年10月29日 https://slicast.com/ko/brief/2026-10-29 Slicast ko 2026-10-28T20:06:56.807Z 최신 AI 인프라 뉴스 · 2026년 10월 29일 https://slicast.com/article/1gnx5y2 Slicast en 2026-10-28T19:22:02.000Z AMD is reportedly putting $1 billion into AI infrastructure, according to a Simply Wall St analysis. https://slicast.com/zh/article/1gnx5y2 Slicast zh-cn 2026-10-28T19:22:02.000Z 据Simply Wall St分析，超威半导体正投入10亿美元于AI基础设施。 https://slicast.com/ko/article/1gnx5y2 Slicast ko 2026-10-28T19:22:02.000Z AMD가 Simply Wall St 분석에 따르면 AI 인프라에 10억 달러를 투자할 것으로 알려졌다. https://slicast.com/article/emp6ns Slicast en 2026-10-28T19:02:16.000Z Reuters reports, citing sources, that the US DOJ is inquiring about Nvidia's purchase of Hugging Face. https://slicast.com/zh/article/emp6ns Slicast zh-cn 2026-10-28T19:02:16.000Z 据路透社援引消息人士报道，美国司法部正在调查英伟达收购Hugging Face一事。 https://slicast.com/ko/article/emp6ns Slicast ko 2026-10-28T19:02:16.000Z 로이터는 소식통을 인용해 미국 법무부가 엔비디아의 허깅페이스 인수와 관련해 조사를 진행하고 있다고 보도했다. https://slicast.com/article/me0dra Slicast en 2026-10-28T18:56:04.000Z CXMT is reportedly two months away from limited HBM3E production, according to Softonic. https://slicast.com/zh/article/me0dra Slicast zh-cn 2026-10-28T18:56:04.000Z 据Softonic报道，长鑫存储的HBM3E限量生产预计还需约两个月。 https://slicast.com/ko/article/me0dra Slicast ko 2026-10-28T18:56:04.000Z CXMT가 Softonic 보도에 따르면 HBM3E의 제한적 양산까지 두 달 남았다고 한다. https://slicast.com/article/1si2kq7 Slicast en 2026-10-28T18:51:37.000Z Altera announced the Agilex 27, the first Agilex 2X platform to add 800GbE and 1.6TbE networking, with features such as LPDDR6 and 1.6TbE support coming in 2027. https://slicast.com/zh/article/1si2kq7 Slicast zh-cn 2026-10-28T18:51:37.000Z Altera发布Agilex 27，这是首款新增800GbE和1.6TbE网络支持的Agilex 2X平台，其LPDDR6和1.6TbE等功能将于2027年推出。 https://slicast.com/ko/article/1si2kq7 Slicast ko 2026-10-28T18:51:37.000Z Altera는 Agilex 27을 발표했다. 이는 800GbE 및 1.6TbE 네트워킹을 추가한 최초의 Agilex 2X 플랫폼이며, LPDDR6 및 1.6TbE 지원 등의 기능은 2027년에 제공될 예정이다. https://slicast.com/article/17pejg6 Slicast en 2026-10-28T18:33:09.000Z Tata Communications will invest $450 million in 10,000km of AI-ready fiber to support data center connectivity in India. https://slicast.com/zh/article/17pejg6 Slicast zh-cn 2026-10-28T18:33:09.000Z Tata Communications将投资4.5亿美元，建设1万公里面向AI的光纤，以支持印度的数据中心互联。 https://slicast.com/ko/article/17pejg6 Slicast ko 2026-10-28T18:33:09.000Z Tata Communications는 인도 내 데이터센터 연결을 지원하기 위해 AI 대응 광케이블 10,000km 구축에 4억 5,000만 달러를 투자할 예정이다. https://slicast.com/article/j84nwc Slicast en 2026-10-28T18:32:10.000Z KBRA assigned preliminary ratings to up to $525 million of US Signal notes secured against ten data centers, with a final maturity of November 2056. https://slicast.com/zh/article/j84nwc Slicast zh-cn 2026-10-28T18:32:10.000Z KBRA为最高5.25亿美元的US Signal票据给予初步评级，这些票据以十座数据中心作为担保，最终到期日为2056年11月。 https://slicast.com/ko/article/j84nwc Slicast ko 2026-10-28T18:32:10.000Z KBRA는 데이터센터 10곳을 담보로 한 US Signal 채권 최대 5억 2,500만 달러에 대해 예비 등급을 부여했으며, 최종 만기는 2056년 11월이다. https://slicast.com/article/8nnkcn Slicast en 2026-10-28T18:11:52.000Z The DOJ has charged a California man with smuggling $300 million in Nvidia chips to China. https://slicast.com/zh/article/8nnkcn Slicast zh-cn 2026-10-28T18:11:52.000Z 美国司法部指控一名加州男子向中国走私价值3亿美元的英伟达芯片。 https://slicast.com/ko/article/8nnkcn Slicast ko 2026-10-28T18:11:52.000Z 미국 법무부(DOJ)는 캘리포니아 주민 한 명을 엔비디아 칩 3억 달러어치를 중국으로 밀반출한 혐의로 기소했다. https://slicast.com/article/1i2r3lu Slicast en 2026-10-28T17:18:08.000Z Vertiv shares jumped 14 percent after its data center earnings beat expectations, reversing a steady decline amid market uncertainty. https://slicast.com/zh/article/1i2r3lu Slicast zh-cn 2026-10-28T17:18:08.000Z 维谛技术的数据中心业务财报超出预期，股价大涨14%，扭转了此前因市场不确定性导致的持续下跌。 https://slicast.com/ko/article/1i2r3lu Slicast ko 2026-10-28T17:18:08.000Z Vertiv 주가는 데이터센터 부문 실적이 예상을 웃돌면서 14% 급등했으며, 시장 불확실성 속에서 이어지던 완만한 하락세를 반전시켰다. https://slicast.com/article/x5g6qh Slicast en 2026-10-28T17:02:14.000Z Malaysian customs seized 30 servers containing more than $12 million worth of advanced AI chips at Kuala Lumpur International Airport, and authorities are investigating the case. https://slicast.com/zh/article/x5g6qh Slicast zh-cn 2026-10-28T17:02:14.000Z 马来西亚海关在吉隆坡国际机场查获30台服务器，内含价值超过1200万美元的先进AI芯片，当局正在调查此案。 https://slicast.com/ko/article/x5g6qh Slicast ko 2026-10-28T17:02:14.000Z 말레이시아 세관당국이 쿠알라룸푸르 국제공항에서 1,200만 달러 이상 상당의 첨단 AI 칩이 탑재된 서버 30대를 압수했으며, 당국은 해당 사건을 조사하고 있다. https://slicast.com/article/1yav5yt Slicast en 2026-10-28T16:48:21.000Z The UK budget sets out grid connection incentives for data centers under a new 'covenant', with the chancellor also aiming to help the public benefit from AI upsides. https://slicast.com/zh/article/1yav5yt Slicast zh-cn 2026-10-28T16:48:21.000Z 英国预算案提出在新的“契约”框架下为数据中心提供并网激励，财政大臣还表示旨在让公众从AI带来的收益中受益。 https://slicast.com/ko/article/1yav5yt Slicast ko 2026-10-28T16:48:21.000Z 영국 예산안은 새로운 '협약(covenant)'에 따라 데이터센터의 전력망 연결 인센티브를 제시했으며, 재무장관은 공공이 AI의 성과를 누릴 수 있도록 하는 데에도 목표를 두고 있다. https://slicast.com/article/21h0hg Slicast en 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow predicted 'progress' on data center projects after the midterms, blaming political 'spin' for permitting setbacks on an earnings call, but did not address the more than $ https://slicast.com/zh/article/21h0hg Slicast zh-cn 2026-10-28T16:46:53.000Z CMS Energy首席执行官Garrick Rochow在财报电话会上预计，中期选举后数据中心项目将取得“进展”，并将许可受挫归咎于政治“误导性言论”，但未回应该公司提及的超过3亿美元相关金额。 https://slicast.com/ko/article/21h0hg Slicast ko 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow는 실적 발표 콘퍼런스콜에서 중간선거 이후 데이터센터 프로젝트에서 '진전'이 있을 것이라고 전망하면서, 인허가 차질의 원인을 정치적 '스핀'에 돌렸다. 다만 회사가 언급한 3억 달러 이상의 금액에 대해서는 설명하지 않았다. https://slicast.com/article/1ublg2j Slicast en 2026-10-28T16:37:51.000Z Data Igloo wants to develop a storage-focused data center on a former pulp mill in New Zealand's Ruapehu region. https://slicast.com/zh/article/1ublg2j Slicast zh-cn 2026-10-28T16:37:51.000Z Data Igloo计划在新西兰鲁阿佩胡地区的一座前纸浆厂建设以存储为重点的数据中心。 https://slicast.com/ko/article/1ublg2j Slicast ko 2026-10-28T16:37:51.000Z Data Igloo는 뉴질랜드 루아페후 지역의 옛 펄프 공장 부지에 스토리지 중심의 데이터센터를 개발할 계획이다. https://slicast.com/article/18m5p0y Slicast en 2026-10-28T16:31:09.000Z An economy.ac analysis argues CXMT is accelerating memory catch-up by changing cell structures to get around EUV limitations, aided by massive IPO proceeds, domestic demand and technology allegedly le https://slicast.com/zh/article/18m5p0y Slicast zh-cn 2026-10-28T16:31:09.000Z 经济分析网站economy.ac称，长鑫存储正通过改变单元结构以绕开极紫外光刻的限制，加快存储追赶，其背后有巨额首次公开募股募资、国内需求以及据称从韩国泄露的技术支撑。 https://slicast.com/ko/article/18m5p0y Slicast ko 2026-10-28T16:31:09.000Z CXMT는 EUV 장비 제약을 우회하기 위해 셀 구조를 변경하는 방식으로 메모리 추격 속도를 높이고 있다고 economy.ac 분석이 주장했다. 이 과정에는 대규모 IPO 수익, 국내 수요, 그리고 한국에서 유출되었다고 알려진 기술이 뒷받침하고 있다. https://slicast.com/article/1841qio Slicast en 2026-10-28T16:23:01.000Z CXMT (ChangXin Memory) plans to start HBM3E mass production by the end of 2026, according to TechPowerUp. https://slicast.com/zh/article/1841qio Slicast zh-cn 2026-10-28T16:23:01.000Z 据TechPowerUp报道，长鑫存储（CXMT）计划在2026年底前开始量产HBM3E。 https://slicast.com/ko/article/1841qio Slicast ko 2026-10-28T16:23:01.000Z CXMT(ChangXin Memory)는 TechPowerUp에 따르면 2026년 말까지 HBM3E 양산을 시작할 계획이다. https://slicast.com/article/1ij41ou Slicast en 2026-10-28T16:20:49.000Z Blockchain and crypto firm Blockmate Ventures has bought an Nvidia B200 cluster to enter the neocloud market, partnering with Scannit, which will host the hardware in an undisclosed data center. https://slicast.com/zh/article/1ij41ou Slicast zh-cn 2026-10-28T16:20:49.000Z 加密货币公司Blockmate Ventures进军新型云服务市场，购入一套英伟达B200集群，并与Scannit合作，由后者在一个未披露的数据中心托管硬件。 https://slicast.com/ko/article/1ij41ou Slicast ko 2026-10-28T16:20:49.000Z 블록체인·암호화폐 기업 Blockmate Ventures가 네오클라우드 시장 진출을 위해 Nvidia B200 클러스터를 구매했다. 이 회사는 하드웨어를 비공개 데이터센터에 입주시킬 예정인 Scannit과 파트너십을 맺었다. https://slicast.com/article/6s9p4j Slicast en 2026-10-28T16:18:45.000Z Edtech firm Genius Group plans to pivot into data centers, partnering with FingerMotion and BlueFlare on a project in Canada. https://slicast.com/zh/article/6s9p4j Slicast zh-cn 2026-10-28T16:18:45.000Z 教育科技公司Genius Group计划转型数据中心业务，并与FingerMotion和BlueFlare合作在加拿大开展一个项目。 https://slicast.com/ko/article/6s9p4j Slicast ko 2026-10-28T16:18:45.000Z 에드테크 기업 Genius Group은 FingerMotion, BlueFlare와 협력해 캐나다에서 진행하는 프로젝트를 통해 데이터센터 사업으로 전환할 계획이다. https://slicast.com/article/172oqfw Slicast en 2026-10-28T16:10:31.000Z Gizmodo reports that China's CXMT is producing chips with a reported failure rate of about 70% as the country pushes to secure AI memory supply. https://slicast.com/zh/article/172oqfw Slicast zh-cn 2026-10-28T16:10:31.000Z 据Gizmodo报道，长鑫存储（CXMT）据称正在生产失效率约70%的芯片，中国在AI内存供应上的迫切需求由此可见一斑。 https://slicast.com/ko/article/172oqfw Slicast ko 2026-10-28T16:10:31.000Z Gizmodo는 중국 CXMT가 AI 메모리 공급망 확보를 위해 생산을 확대하는 가운데, 보고된 불량률이 약 70%에 달하는 칩을 생산하고 있다고 보도했다. https://slicast.com/article/5o9ka0 Slicast en 2026-10-28T15:48:50.000Z A report says OpenAI is looking beyond Nvidia and plans to buy Google's AI chips. https://slicast.com/zh/article/5o9ka0 Slicast zh-cn 2026-10-28T15:48:50.000Z 据报道，OpenAI正在寻求英伟达之外的选择，计划采购谷歌的AI芯片。 https://slicast.com/ko/article/5o9ka0 Slicast ko 2026-10-28T15:48:50.000Z OpenAI는 엔비디아를 넘어서는 대안을 모색하고 있으며 구글의 AI 칩 구매를 계획 중인 것으로 보도됐다. https://slicast.com/article/1rwlp3b Slicast en 2026-10-28T15:41:06.000Z According to The Verge, xAI has offered to buy homes in Mississippi in exchange for residents waiving their claims. https://slicast.com/zh/article/1rwlp3b Slicast zh-cn 2026-10-28T15:41:06.000Z 据The Verge报道，xAI提出在密西西比州收购居民住宅，以换取居民放弃索赔权。 https://slicast.com/ko/article/1rwlp3b Slicast ko 2026-10-28T15:41:06.000Z The Verge에 따르면, xAI는 주민들이 권리 주장을 포기하는 조건으로 미시시피주의 주택을 매입하겠다고 제안했다. https://slicast.com/article/29i641 Slicast en 2026-10-28T15:18:23.000Z SK hynix says customers want more than twice the HBM it can supply. https://slicast.com/zh/article/29i641 Slicast zh-cn 2026-10-28T15:18:23.000Z SK海力士表示，客户对HBM的需求量是其可供应量的两倍以上。 https://slicast.com/ko/article/29i641 Slicast ko 2026-10-28T15:18:23.000Z SK hynix "고객사들이 공급 가능한 HBM 물량의 두 배 이상을 원하고 있다"고 밝혔다. https://slicast.com/article/1kughcb Slicast en 2026-10-28T15:15:37.000Z SK hynix says its memory is sold out through 2029, and The Globe and Mail says Micron is also a winner from the tight market. https://slicast.com/zh/article/1kughcb Slicast zh-cn 2026-10-28T15:15:37.000Z SK海力士表示其内存产品已售罄至2029年，《环球邮报》称美光科技也是此轮供需紧张的受益者。 https://slicast.com/ko/article/1kughcb Slicast ko 2026-10-28T15:15:37.000Z SK하이닉스는 자사 메모리 제품이 2029년까지 공급이 완료됐다고 밝혔으며, The Globe and Mail은 마이크론도 이러한 공급 부족 시장의 수혜를 입고 있다고 보도했다. https://slicast.com/article/1jhd4iu Slicast en 2026-10-28T15:11:51.000Z TechRepublic reports new rules aimed at reducing the risk that AI data centers strain power grids. https://slicast.com/zh/article/1jhd4iu Slicast zh-cn 2026-10-28T15:11:51.000Z TechRepublic报道，新规则旨在降低AI数据中心给电网带来的压力风险。 https://slicast.com/ko/article/1jhd4iu Slicast ko 2026-10-28T15:11:51.000Z TechRepublic은 AI 데이터센터가 전력망에 부담을 주는 위험을 줄이기 위한 새로운 규정을 보도했다. https://slicast.com/article/9grsuu Slicast en 2026-10-28T15:05:52.000Z Enphase and Infineon have deployed 900V GaN switches in solid-state transformers designed for AI data centers, which they call a world's first. https://slicast.com/zh/article/9grsuu Slicast zh-cn 2026-10-28T15:05:52.000Z Enphase与英飞凌在为AI数据中心设计的固态变压器中部署了900V氮化镓开关，并称这是全球首次部署。 https://slicast.com/ko/article/9grsuu Slicast ko 2026-10-28T15:05:52.000Z Enphase와 Infineon은 AI 데이터센터용으로 설계된 고체 변압기에 900V GaN 스위치를 적용했다고 밝혔으며, 이를 세계 최초라고 주장하고 있다. https://slicast.com/article/xevrbk Slicast en 2026-10-28T15:02:46.000Z Galaxy has walked away from a tenant deal for its Helios II site as Texas regulatory uncertainty slows leasing. https://slicast.com/zh/article/xevrbk Slicast zh-cn 2026-10-28T15:02:46.000Z 银河数字放弃了Helios II的租户协议，原因是得克萨斯州的监管不确定性拖慢了租赁进程。 https://slicast.com/ko/article/xevrbk Slicast ko 2026-10-28T15:02:46.000Z Galaxy는 텍사스 규제 불확실성으로 임대 계약이 지연되면서 Helios II 부지의 한 임차인 계약에서 손을 뗐다. https://slicast.com/article/1sqxiab Slicast en 2026-10-28T15:01:25.000Z Neocloud General Compute raised $100m in a Series A round, giving it a post-money valuation of $800m. https://slicast.com/zh/article/1sqxiab Slicast zh-cn 2026-10-28T15:01:25.000Z 新型云服务商General Compute完成1亿美元A轮融资，投后估值8亿美元。 https://slicast.com/ko/article/1sqxiab Slicast ko 2026-10-28T15:01:25.000Z Neocloud General Compute가 시리즈 A 라운드에서 1억 달러를 조달했으며, 이에 따른 사후 기업가치는 8억 달러다. https://slicast.com/article/qzwdpy Slicast en 2026-10-28T15:00:46.000Z Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and Games https://slicast.com/zh/article/qzwdpy Slicast zh-cn 2026-10-28T15:00:46.000Z 轻薄、便携、万能:NVIDIA RTX Spark Windows笔记本新增机型、智能体工具和游戏 https://slicast.com/article/1na5a5u Slicast en 2026-10-28T15:00:00.000Z Foundry Robotics Raises $100 Million Series A to Build America’s First Autonomous Factory for Assembly https://slicast.com/zh/article/1na5a5u Slicast zh-cn 2026-10-28T15:00:00.000Z Foundry Robotics完成1亿$ A轮融资,旨在打造美国首座自主装配工厂 https://slicast.com/article/12g8oxa Slicast en 2026-10-28T14:44:49.000Z TPG is reportedly eyeing UK data center operator Ark, which could be valued at $5 billion. https://slicast.com/zh/article/12g8oxa Slicast zh-cn 2026-10-28T14:44:49.000Z 据报道，TPG有意收购英国数据中心运营商Ark，该公司估值可能达到50亿美元。 https://slicast.com/ko/article/12g8oxa Slicast ko 2026-10-28T14:44:49.000Z TPG는 영국 데이터센터 운영사 Ark 인수를 검토 중인 것으로 전해졌으며, 이 회사의 기업가치는 50억 달러에 달할 수 있는 것으로 알려졌다. https://slicast.com/article/egd7eb Slicast en 2026-10-28T14:38:56.000Z Oracle is expanding Oracle Cloud Infrastructure (OCI) to offer Google TPUs and other new AI chips alongside a deeper Nvidia partnership, giving customers more workload choice. https://slicast.com/zh/article/egd7eb Slicast zh-cn 2026-10-28T14:38:56.000Z 甲骨文正在扩展OCI（Oracle Cloud Infrastructure）的AI基础设施，新增谷歌TPU及其他新型AI芯片，同时深化与英伟达的合作，让客户有更多工作负载选择。 https://slicast.com/ko/article/egd7eb Slicast ko 2026-10-28T14:38:56.000Z Oracle는 Oracle Cloud Infrastructure(OCI)를 확장해 Google TPU 및 기타 신규 AI 칩을 제공할 계획이며, Nvidia와의 파트너십도 강화해 고객의 워크로드 선택 폭을 넓힐 예정입니다. https://slicast.com/article/ka13z Slicast en 2026-10-28T14:34:38.000Z Southeast Asia Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/ka13z Slicast zh-cn 2026-10-28T14:34:38.000Z 东南亚现有及规划中的数据中心项目组合 https://slicast.com/article/838qr2 Slicast en 2026-10-28T14:30:42.000Z Nigeria Data Center Market: Existing and Upcoming Facility https://slicast.com/zh/article/838qr2 Slicast zh-cn 2026-10-28T14:30:42.000Z 尼日利亚数据中心市场:现有及规划中的设施 https://slicast.com/article/176tn9i Slicast en 2026-10-28T14:26:39.000Z Oceania Data Center Market: Existing and Upcoming https://slicast.com/zh/article/176tn9i Slicast zh-cn 2026-10-28T14:26:39.000Z 大洋洲数据中心市场:现有及规划中的项目 https://slicast.com/article/1g93n8f Slicast en 2026-10-28T14:23:16.000Z CXMT (ChangXin Memory) has unveiled a new DRAM technology aimed at raising chip capacity. https://slicast.com/zh/article/1g93n8f Slicast zh-cn 2026-10-28T14:23:16.000Z 长鑫存储（CXMT）推出新型DRAM技术，旨在提升芯片容量。 https://slicast.com/ko/article/1g93n8f Slicast ko 2026-10-28T14:23:16.000Z CXMT(ChangXin Memory)가 칩 용량 향상을 목표로 한 새로운 DRAM 기술을 공개했다. https://slicast.com/article/ah61se Slicast en 2026-10-28T14:15:00.000Z Microsoft faces a potential shareholder vote on its emissions plans, as its greenhouse gas output has risen sharply since it pledged to become carbon-negative by 2030. https://slicast.com/zh/article/ah61se Slicast zh-cn 2026-10-28T14:15:00.000Z 微软可能面临股东投票，质询其排放计划，因为自承诺2030年实现碳负排放以来，其温室气体排放量大幅上升。 https://slicast.com/ko/article/ah61se Slicast ko 2026-10-28T14:15:00.000Z Microsoft는 2030년까지 탄소 네거티브 달성을 약속한 이후 온실가스 배출량이 급격히 증가하면서, 배출 계획을 두고 주주 투표에 직면할 가능성이 있다. https://slicast.com/article/1lgq9md Slicast en 2026-10-28T14:11:00.000Z Flex (FLEX) shares rose on earnings, and analysts say its upcoming AI infrastructure spinoff may be the bigger value driver. https://slicast.com/zh/article/1lgq9md Slicast zh-cn 2026-10-28T14:11:00.000Z 伟创力（FLEX）股价因财报上涨，分析认为其即将进行的AI基础设施业务分拆可能带来更大的价值提升。 https://slicast.com/ko/article/1lgq9md Slicast ko 2026-10-28T14:11:00.000Z Flex(FLEX) 주가는 실적 발표 후 상승했으며, 애널리스트들은 향후 추진될 AI 인프라 분사가 더 큰 가치 상승 동력이 될 수 있다고 평가했다. https://slicast.com/article/190qt11 Slicast en 2026-10-28T14:08:00.000Z American Advanced Materials Raises $12.5 Million to Make Globally-Competitive Titanium Sponge in America and Announces Signed Letters of Intent with Industry Buyers Worth Over $1 Billion https://slicast.com/zh/article/190qt11 Slicast zh-cn 2026-10-28T14:08:00.000Z American Advanced Materials融资1250万$,在美国生产具有全球竞争力的海绵钛,并宣布与行业买家签署价值超过10亿$的意向书 https://slicast.com/article/ryn81u Slicast en 2026-10-28T14:06:59.000Z Enphase Energy (ENPH) unveiled a 900 V GaN AI data center power platform. https://slicast.com/zh/article/ryn81u Slicast zh-cn 2026-10-28T14:06:59.000Z Enphase Energy（ENPH）推出900伏氮化镓AI数据中心电源平台。 https://slicast.com/ko/article/ryn81u Slicast ko 2026-10-28T14:06:59.000Z Enphase Energy (ENPH)가 900 V GaN 기반 AI 데이터센터 전력 플랫폼을 공개했다. https://slicast.com/article/1foznjc Slicast en 2026-10-28T14:01:41.000Z APAC Existing and Upcoming Data Center Market Portfolio, https://slicast.com/zh/article/1foznjc Slicast zh-cn 2026-10-28T14:01:41.000Z 亚太地区现有及规划中的数据中心市场项目组合, https://slicast.com/article/60k7yo Slicast en 2026-10-28T13:48:23.000Z EdgeCore raised $521 million in debt secured against a leased Silicon Valley data center through an asset-backed securities (ABS) deal. https://slicast.com/zh/article/60k7yo Slicast zh-cn 2026-10-28T13:48:23.000Z EdgeCore通过资产支持证券（ABS）融资5.21亿美元，底层资产为一处租赁的硅谷数据中心。 https://slicast.com/ko/article/60k7yo Slicast ko 2026-10-28T13:48:23.000Z EdgeCore는 임대한 실리콘밸리 데이터센터를 담보로 자산유동화증권(ABS) 거래를 통해 5억 2,100만 달러의 부채를 조달했다. https://slicast.com/article/1wdvio5 Slicast en 2026-10-28T13:44:42.000Z The UK government plans to give data centres priority access to the electricity grid, according to Channel NewsAsia. https://slicast.com/zh/article/1wdvio5 Slicast zh-cn 2026-10-28T13:44:42.000Z 英国政府计划赋予数据中心优先接入电网的权限,据《新加坡海峡时报》旗下Channel NewsAsia报道。 https://slicast.com/ko/article/1wdvio5 Slicast ko 2026-10-28T13:44:42.000Z 영국 정부는 채널뉴스아시아(Channel NewsAsia)의 보도에 따르면 데이터센터에 전력망 우선 접근권을 부여할 계획이다. https://slicast.com/article/2s80y1 Slicast en 2026-10-28T13:42:35.000Z FERC approved tougher MISO penalties for nonperforming demand-side resources, though two commissioners urged monitoring the rules in case they harm well-performing demand response and behind-the-meter https://slicast.com/zh/article/2s80y1 Slicast zh-cn 2026-10-28T13:42:35.000Z 联邦能源监管委员会（FERC）批准对MISO中表现不佳的需求侧资源实施更严厉的处罚，但两名委员呼吁密切监测相关规则，以防其损害表现良好的需求响应及表后资源。 https://slicast.com/ko/article/2s80y1 Slicast ko 2026-10-28T13:42:35.000Z FERC가 MISO의 비이행 수요측 자원에 대한 더 강화된 패널티를 승인했으나, 두 명의 위원은 해당 규정이 성실히 이행하는 수요반응 및 계량기 후단(behind-the-meter) 자원에 피해를 줄 수 있으므로 이를 지속적으로 모니터링할 것을 촉구했다. https://slicast.com/article/vt2p75 Slicast en 2026-10-28T13:40:18.000Z Vertiv (VRT) stock surged as its orders doubled amid the AI build-out, with management saying the business is 'evolving faster than ever'. https://slicast.com/zh/article/vt2p75 Slicast zh-cn 2026-10-28T13:40:18.000Z 维谛技术（VRT）股价大涨，订单翻倍，管理层称业务“发展速度前所未有”。 https://slicast.com/ko/article/vt2p75 Slicast ko 2026-10-28T13:40:18.000Z Vertiv(VRT) 주가는 AI 인프라 구축 수요에 힘입어 수주가 두 배로 늘면서 급등했으며, 경영진은 회사가 "그 어느 때보다 빠르게 진화하고 있다"고 밝혔다. https://slicast.com/article/pvi5ga Slicast en 2026-10-28T13:38:32.000Z SpiNNcloud has rebranded as Sparxity and announced the deployment of its sparse-native computing system at Jülich. https://slicast.com/zh/article/pvi5ga Slicast zh-cn 2026-10-28T13:38:32.000Z SpiNNcloud已更名为Sparxity，并宣布其稀疏原生计算系统已在Jülich部署。 https://slicast.com/ko/article/pvi5ga Slicast ko 2026-10-28T13:38:32.000Z SpiNNcloud가 사명을 Sparxity로 변경했으며, 율리히(Jülich)에 희소(sparse) 연산 전용 컴퓨팅 시스템을 구축한다고 발표했다. https://slicast.com/article/l21ocm Slicast en 2026-10-28T13:17:11.000Z CXMT is set to start HBM3E AI chip production even though its yields are reportedly as low as 20%. https://slicast.com/zh/article/l21ocm Slicast zh-cn 2026-10-28T13:17:11.000Z 长鑫存储（CXMT）据报道将开始量产HBM3E AI芯片，尽管其良率低至20%。 https://slicast.com/ko/article/l21ocm Slicast ko 2026-10-28T13:17:11.000Z CXMT는 수율이 20%까지 낮은 것으로 알려졌음에도 HBM3E AI 칩 양산을 시작할 예정이다. https://slicast.com/article/1ej0508 Slicast en 2026-10-28T13:17:00.000Z IREN and Wingspire Equipment Finance completed $363 million of financing for high-density AI compute assets. https://slicast.com/zh/article/1ej0508 Slicast zh-cn 2026-10-28T13:17:00.000Z IREN与Wingspire Equipment Finance已完成3.63亿美元融资，用于高密度AI算力资产。 https://slicast.com/ko/article/1ej0508 Slicast ko 2026-10-28T13:17:00.000Z IREN과 Wingspire Equipment Finance가 고밀도 AI 컴퓨팅 자산을 위한 3억 6,300만 달러 규모의 금융 조달을 완료했다. https://slicast.com/article/6f53on Slicast en 2026-10-28T13:12:25.000Z A gigawatt-scale off-grid data center campus has been proposed in Western Australia, a project that pivots from green hydrogen and ammonia to data centers. https://slicast.com/zh/article/6f53on Slicast zh-cn 2026-10-28T13:12:25.000Z 西澳大利亚州拟建一个吉瓦级离网数据中心园区，该项目已从绿氢和氨项目转向数据中心。 https://slicast.com/ko/article/6f53on Slicast ko 2026-10-28T13:12:25.000Z 가중 방식의 대규모 전력망 비연계(off-grid) 데이터센터 단지가 서호주에 제안되었으며, 이 프로젝트는 그린 수소 및 암모니아 사업에서 데이터센터로 방향을 전환한 것이다. https://slicast.com/article/1p6rifm Slicast en 2026-10-28T13:07:24.000Z Microsoft signed two power purchase agreements with Macquarie-backed Blueleaf Energy in Japan, where Blueleaf has a portfolio of around 1.2GW of solar projects. https://slicast.com/zh/article/1p6rifm Slicast zh-cn 2026-10-28T13:07:24.000Z 微软与麦格理支持的Blueleaf Energy在日本签署两份购电协议，Blueleaf在日本拥有约1.2吉瓦的太阳能项目组合。 https://slicast.com/ko/article/1p6rifm Slicast ko 2026-10-28T13:07:24.000Z Microsoft, Blueleaf Energy와 일본에서 전력구매계약(PPA) 2건을 체결했으며, Blueleaf Energy는 일본에 약 1.2GW 규모의 태양광 프로젝트 포트폴리오를 보유하고 있다. Blueleaf Energy는 Macquarie가 투자한 기업이다. https://slicast.com/article/vn86l Slicast en 2026-10-28T13:01:21.000Z SK hynix-owned Solidigm is reportedly in talks about a $45 billion investment in a new flash memory factory in the U.S. https://slicast.com/zh/article/vn86l Slicast zh-cn 2026-10-28T13:01:21.000Z SK海力士旗下的Solidigm据报道正洽谈投资450亿美元，在美国建设一座新的闪存工厂。 https://slicast.com/ko/article/vn86l Slicast ko 2026-10-28T13:01:21.000Z SK하이닉스 계열사 솔리다임이 미국에 새로운 낸드플래시 공장을 짓는 데 450억 달러 규모의 투자를 논의 중인 것으로 전해졌다. https://slicast.com/article/imnsgm Slicast en 2026-10-28T13:00:00.000Z Commonwealth Associates and RRC Companies Merge to Form a Leading Power Solutions Firm https://slicast.com/zh/article/imnsgm Slicast zh-cn 2026-10-28T13:00:00.000Z Commonwealth Associates与RRC Companies合并,组建领先的电力解决方案公司 https://slicast.com/article/1umkfg7 Slicast en 2026-10-28T12:56:17.000Z US Signal has acquired a data center in Hillsboro, Oregon that was previously occupied by Oracle. https://slicast.com/zh/article/1umkfg7 Slicast zh-cn 2026-10-28T12:56:17.000Z US Signal已收购位于俄勒冈州希尔斯伯勒的一座数据中心，该设施此前由甲骨文使用。 https://slicast.com/ko/article/1umkfg7 Slicast ko 2026-10-28T12:56:17.000Z US Signal이 과거 Oracle이 사용하던 오리건주 힐스버러의 데이터센터를 인수했다. https://slicast.com/article/1f6dri0 Slicast en 2026-10-28T12:51:00.000Z The US Department of Energy announced $10.1 billion in loans to Constellation and Alliant covering 3.7 GW, and both loan packages can finance uprates at existing generation facilities, which Energy Se https://slicast.com/zh/article/1f6dri0 Slicast zh-cn 2026-10-28T12:51:00.000Z 美国能源部宣布向Constellation和Alliant提供总额101亿美元的贷款，涉及3.7吉瓦发电容量；两笔贷款均可用于为现有发电设施进行容量增容改造，能源部长Chris Wright称这一做法「常识性」。 https://slicast.com/ko/article/1f6dri0 Slicast ko 2026-10-28T12:51:00.000Z 미국 에너지부는 Constellation과 Alliant에 대해 총 101억 달러 규모의 대출을 발표했으며, 이는 3.7GW 규모를 다룹니다. 두 대출 패키지 모두 기존 발전 시설의 출력 증강(uprate) 자금으로 활용될 수 있으며, 크리스 라이트 에너지부 장관은 이를 "상식적인" 조치라고 평가했습니다. https://slicast.com/article/yfjlpj Slicast en 2026-10-28T12:30:13.000Z CXMT joined the Shanghai Composite Index three months after its listing, and according to Global Times it overtook ICBC to become the index's top weight. https://slicast.com/zh/article/yfjlpj Slicast zh-cn 2026-10-28T12:30:13.000Z 长鑫存储（CXMT）上市三个月后纳入上证综合指数，据环球时报报道，其权重已超越工商银行（ICBC），成为该指数权重最高的成分股。 https://slicast.com/ko/article/yfjlpj Slicast ko 2026-10-28T12:30:13.000Z CXMT는 상장 3개월 만에 상하이종합지수에 편입됐으며, Global Times에 따르면 이 지수에서 ICBC를 제치고 최대 비중 종목이 됐다. https://slicast.com/article/1at4z6e Slicast en 2026-10-28T12:28:50.000Z SKHY posted another record profit, with the company saying three years' worth of DRAM and HBM supply has sold out. https://slicast.com/zh/article/1at4z6e Slicast zh-cn 2026-10-28T12:28:50.000Z SKHY再次公布创纪录利润，并表示未来三年的动态随机存取存储器与高带宽存储器供应已全部售罄。 https://slicast.com/ko/article/1at4z6e Slicast ko 2026-10-28T12:28:50.000Z SKHY가 또 한 번 사상 최대 실적을 발표했으며, 회사 측은 향후 3년 치 DRAM과 HBM 공급량이 모두 매진됐다고 밝혔다. https://slicast.com/article/10ziv41 Slicast en 2026-10-28T12:28:40.000Z CXMT is reportedly set to begin HBM3E mass production despite low yields, with some reports citing defect rates of up to 80%. https://slicast.com/zh/article/10ziv41 Slicast zh-cn 2026-10-28T12:28:40.000Z 据报道，长鑫存储（CXMT）尽管良率偏低，仍将开始量产HBM3E，部分报道称其缺陷率最高达80%。 https://slicast.com/ko/article/10ziv41 Slicast ko 2026-10-28T12:28:40.000Z CXMT가 수율이 낮은 상황에서도 HBM3E 양산을 시작할 예정이라는 보도가 나왔으며, 일부 보도는 불량률이 최대 80%에 이른다고 전했다. https://slicast.com/article/jsywvy Slicast en 2026-10-28T12:20:14.000Z Reuters reports China's new export curbs draw a line around its AI 'crown jewels'. https://slicast.com/zh/article/jsywvy Slicast zh-cn 2026-10-28T12:20:14.000Z 路透社报道，中国新出台的出口管制划定了其人工智能「核心资产」的边界。 https://slicast.com/ko/article/jsywvy Slicast ko 2026-10-28T12:20:14.000Z 로이터는 중국의 새로운 수출 규제가 AI 분야의 '핵심 기술(crown jewels)'을 둘러싸고 선을 긋는다고 보도했다. https://slicast.com/article/1w1wfnc Slicast en 2026-10-28T12:08:34.000Z Moore Threads' revenue jumped 147% as China bets heavily on homegrown GPUs. https://slicast.com/zh/article/1w1wfnc Slicast zh-cn 2026-10-28T12:08:34.000Z 摩尔线程营收同比增长147%，中国大力押注本土图形处理器。 https://slicast.com/ko/article/1w1wfnc Slicast ko 2026-10-28T12:08:34.000Z Moore Threads의 매출이 147% 급증했으며, 중국이 자체 GPU에 대규모 투자를 이어가는 가운데 나온 성과다. https://slicast.com/article/157jthh Slicast en 2026-10-28T12:00:00.000Z KLA CORP files 8-K: results of operations https://slicast.com/zh/article/157jthh Slicast zh-cn 2026-10-28T12:00:00.000Z KLA CORP 提交 8-K：重大事件 https://slicast.com/article/1db90jt Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: results of operations https://slicast.com/zh/article/1db90jt Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/article/1dfuikk Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 8-K: results of operations https://slicast.com/zh/article/1dfuikk Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 8-K：重大事件 https://slicast.com/article/1o7351x Slicast en 2026-10-28T12:00:00.000Z ORACLE CORP files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1o7351x Slicast zh-cn 2026-10-28T12:00:00.000Z ORACLE CORP 提交 8-K：重大事件 https://slicast.com/article/1x16rx8 Slicast en 2026-10-28T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/1x16rx8 Slicast zh-cn 2026-10-28T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/article/1x3ky7g Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1x3ky7g Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/8vo902 Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: other material event https://slicast.com/zh/article/8vo902 Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/article/a8lg6z Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/a8lg6z Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/dly1b2 Slicast en 2026-10-28T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/dly1b2 Slicast zh-cn 2026-10-28T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/article/fbzrkl Slicast en 2026-10-28T12:00:00.000Z Alphabet files 8-K: results of operations https://slicast.com/zh/article/fbzrkl Slicast zh-cn 2026-10-28T12:00:00.000Z Alphabet 提交 8-K：重大事件 https://slicast.com/article/ga9zhe Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/ga9zhe Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 10-Q：季度报告(10-Q) https://slicast.com/article/tkldt2 Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/tkldt2 Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 10-Q：季度报告(10-Q) https://slicast.com/article/tsjum6 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 8-K: results of operations https://slicast.com/zh/article/tsjum6 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 8-K：重大事件 https://slicast.com/article/y4q9w8 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/y4q9w8 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 10-Q：季度报告(10-Q) https://slicast.com/article/txfz5l Slicast en 2026-10-28T11:51:26.000Z OpenAI reportedly plans to purchase Google AI chips as demand for computing infrastructure grows. https://slicast.com/zh/article/txfz5l Slicast zh-cn 2026-10-28T11:51:26.000Z 据报道，OpenAI计划采购谷歌的AI芯片，以应对日益增长的算力基础设施需求。 https://slicast.com/ko/article/txfz5l Slicast ko 2026-10-28T11:51:26.000Z OpenAI는 컴퓨팅 인프라 수요가 늘어나면서 Google AI 칩을 구매할 계획인 것으로 전해졌다. https://slicast.com/article/p9od2z Slicast en 2026-10-28T11:30:00.000Z Residents in 'Elonville' in the US say Musk's xAI offered to buy their homes if they agree not to sue over datacenter noise. https://slicast.com/zh/article/p9od2z Slicast zh-cn 2026-10-28T11:30:00.000Z 美国的'Elonville'居民称，马斯克旗下的xAI曾提出，如果他们不起诉数据中心噪音问题，就收购其住房。 https://slicast.com/ko/article/p9od2z Slicast ko 2026-10-28T11:30:00.000Z 미국 'Elonville' 주민들은 머스크의 xAI가 데이터센터 소음과 관련해 소송을 제기하지 않겠다는 조건으로 주택을 매입하겠다고 제안했다고 말했다. https://slicast.com/article/o5pdpv Slicast en 2026-10-28T11:30:00.000Z Hyperscale Data Engages Newmark to Arrange Non-Dilutive Long-Term Debt Financing for the Michigan AI Data Center https://slicast.com/zh/article/o5pdpv Slicast zh-cn 2026-10-28T11:30:00.000Z Hyperscale Data聘请Newmark为密歇根州AI数据中心安排非稀释性长期债务融资 https://slicast.com/article/pf9zux Slicast en 2026-10-28T11:21:41.000Z Axios reports that bond investors have become more selective about AI-related debt. https://slicast.com/zh/article/pf9zux Slicast zh-cn 2026-10-28T11:21:41.000Z Axios报道称，债券投资者对与人工智能相关的债务变得更加挑剔。 https://slicast.com/ko/article/pf9zux Slicast ko 2026-10-28T11:21:41.000Z Axios는 채권 투자자들이 AI 관련 부채에 대해 더욱 선별적인 태도를 보이고 있다고 보도했다. https://slicast.com/article/tlaj19 Slicast en 2026-10-28T11:14:23.000Z CXMT has reportedly shipped HBM3E samples and is aiming for production within 2 months despite 20–30% yields. https://slicast.com/zh/article/tlaj19 Slicast zh-cn 2026-10-28T11:14:23.000Z 据报道，CXMT已向客户送出HBM3E样品，并计划在两个月内投产，尽管良率仅为20–30%。 https://slicast.com/ko/article/tlaj19 Slicast ko 2026-10-28T11:14:23.000Z CXMT가 HBM3E 샘플을 출하한 것으로 전해졌으며, 수율이 20~30%에 그치고 있음에도 2개월 내 양산을 목표로 하고 있다. https://slicast.com/article/yypa6c Slicast en 2026-10-28T11:00:00.000Z Nvidia's Vera CPU is now generally available on Oracle's OCI Superclusters, with standalone Vera CPUs landing in Oracle Cloud's multi-gigawatt deployment as Nvidia moves past NVL72 configurations. https://slicast.com/zh/article/yypa6c Slicast zh-cn 2026-10-28T11:00:00.000Z 英伟达的Vera CPU现已在甲骨文的OCI Superclusters全面上市，独立Vera CPU进入甲骨文云的多吉瓦级部署，标志着英伟达正从NVL72形态转向独立的Vera部署。 https://slicast.com/ko/article/yypa6c Slicast ko 2026-10-28T11:00:00.000Z Nvidia의 Vera CPU가 이제 Oracle OCI Superclusters에서 정식 출시되었으며, Nvidia가 NVL72 구성을 넘어서면서 독립형 Vera CPU도 Oracle Cloud의 멀티기가와트 배포에 도입될 예정입니다. https://slicast.com/article/1jqz5hj Slicast en 2026-10-28T11:00:00.000Z ExtremeTech reports that Nvidia has admitted Vera Rubin is not as powerful as it originally claimed. https://slicast.com/zh/article/1jqz5hj Slicast zh-cn 2026-10-28T11:00:00.000Z ExtremeTech报道称，英伟达承认Vera Rubin的性能不如其此前宣称的那样强。 https://slicast.com/ko/article/1jqz5hj Slicast ko 2026-10-28T11:00:00.000Z ExtremeTech는 Nvidia가 Vera Rubin의 성능이 당초 주장했던 것만큼 강력하지 않다고 인정했다고 보도했다. https://slicast.com/article/1evzfsq Slicast en 2026-10-28T10:55:00.000Z Vertiv Reports Strong Third Quarter 2026 with Net Sales Growth of 61%, Organic Orders Growth over 100% and Diluted EPS Growth of 91% (Adjusted Diluted EPS Growth of 78%); Raises Full Year 2026 Guidanc https://slicast.com/zh/article/1evzfsq Slicast zh-cn 2026-10-28T10:55:00.000Z Vertiv 2026年第三季度业绩强劲:净销售额同比增长61%,有机订单增长超过100%,稀释后每股收益增长91%(调整后稀释每股收益增长78%);全面上调2026年全年各项关键指标指引 https://slicast.com/article/j9pp9r Slicast en 2026-10-28T10:48:35.000Z SK hynix says its DRAM and HBM are booked through 2029 as its profit soared to $62B. https://slicast.com/zh/article/j9pp9r Slicast zh-cn 2026-10-28T10:48:35.000Z SK海力士表示，其动态随机存取存储器（DRAM）和高带宽内存（HBM）订单已排至2029年，利润飙升至620亿美元。 https://slicast.com/ko/article/j9pp9r Slicast ko 2026-10-28T10:48:35.000Z SK hynix는 DRAM과 HBM 물량이 2029년까지 예약되어 있다고 밝혔으며, 이에 따라 영업이익이 620억 달러로 크게 급증했다. https://slicast.com/article/1rb3okh Slicast en 2026-10-28T10:44:28.000Z Meta plans to raise $95 billion in funding for AI infrastructure and its personal superintelligence efforts. https://slicast.com/zh/article/1rb3okh Slicast zh-cn 2026-10-28T10:44:28.000Z Meta计划为其AI基础设施及个人超级智能研发筹集950亿美元资金。 https://slicast.com/ko/article/1rb3okh Slicast ko 2026-10-28T10:44:28.000Z Meta는 AI 인프라와 개인용 초지능(superintelligence) 개발을 위해 950억 달러를 조달할 계획이다. https://slicast.com/article/1qzl1ig Slicast en 2026-10-28T10:30:00.000Z Bloomberg reports that Wall Street's AI debt machine is starting to choke on supply. https://slicast.com/zh/article/1qzl1ig Slicast zh-cn 2026-10-28T10:30:00.000Z 彭博社报道称，华尔街的人工智能债务融资机器开始因供给过多而吃力。 https://slicast.com/ko/article/1qzl1ig Slicast ko 2026-10-28T10:30:00.000Z 블룸버그는 월가의 AI 부채 조달 구조가 공급 측면에서 막히기 시작했다고 보도했다. https://slicast.com/article/1adwrls Slicast en 2026-10-28T10:16:30.000Z AI neocloud venture funding has reportedly hit a record $6.6B. https://slicast.com/zh/article/1adwrls Slicast zh-cn 2026-10-28T10:16:30.000Z 据报道，人工智能新型云服务商的风险投资额创下66亿美元的纪录。 https://slicast.com/ko/article/1adwrls Slicast ko 2026-10-28T10:16:30.000Z AI 네오클라우드 벤처 투자 자금이 기록적인 66억 달러에 이른 것으로 전해졌다. https://slicast.com/article/13tlcn8 Slicast en 2026-10-28T10:16:04.000Z Malaysia has seized servers with advanced AI chips suspected of violating export controls. https://slicast.com/zh/article/13tlcn8 Slicast zh-cn 2026-10-28T10:16:04.000Z 马来西亚查扣了疑似违反出口管制、搭载先进人工智能芯片的服务器。 https://slicast.com/ko/article/13tlcn8 Slicast ko 2026-10-28T10:16:04.000Z 말레이시아, 수출 통제 위반 의심 고성능 AI 칩 탑재 서버 압수 https://slicast.com/article/h46hlv Slicast en 2026-10-28T10:07:19.000Z China has proposed new export curbs on artificial intelligence technologies. https://slicast.com/zh/article/h46hlv Slicast zh-cn 2026-10-28T10:07:19.000Z 中国提议对人工智能技术实施新的出口限制。 https://slicast.com/ko/article/h46hlv Slicast ko 2026-10-28T10:07:19.000Z 중국이 인공지능 기술에 대한 새로운 수출 규제를 제안했다. https://slicast.com/article/44r0wm Slicast en 2026-10-28T10:03:47.000Z OpenAI is turning to Google's AI chips in a move to challenge Nvidia. https://slicast.com/zh/article/44r0wm Slicast zh-cn 2026-10-28T10:03:47.000Z OpenAI正转向采用谷歌的人工智能芯片，以挑战英伟达。 https://slicast.com/ko/article/44r0wm Slicast ko 2026-10-28T10:03:47.000Z OpenAI는 Nvidia에 도전하기 위해 Google의 AI 칩을 채택하고 있다. https://slicast.com/article/1i3xbg5 Slicast en 2026-10-28T09:56:01.000Z HD Construction Equipment has opened an engine plant in Gunsan and is targeting the AI data center power market. https://slicast.com/zh/article/1i3xbg5 Slicast zh-cn 2026-10-28T09:56:01.000Z HD Construction Equipment在群山开设发动机工厂，瞄准人工智能数据中心供电市场。 https://slicast.com/ko/article/1i3xbg5 Slicast ko 2026-10-28T09:56:01.000Z HD건설기계가 군산에 엔진 공장을 열고 AI 데이터센터 전력 시장을 겨냥하고 있다. https://slicast.com/article/bqnlcb Slicast en 2026-10-28T09:30:00.000Z The Register reports that Quake AI is developing APIs so autonomous AI agents can access its neocloud services more efficiently, with agents expected to become its main customers. https://slicast.com/zh/article/bqnlcb Slicast zh-cn 2026-10-28T09:30:00.000Z The Register报道称，Quake AI正在开发API，让自主人工智能智能体更高效地访问其新型云服务，并预计智能体将成为其主要客户。 https://slicast.com/ko/article/bqnlcb Slicast ko 2026-10-28T09:30:00.000Z The Register는 Quake AI가 자율 AI 에이전트가 자사 네오클라우드 서비스에 더 효율적으로 접근할 수 있도록 API를 개발 중이며, 에이전트가 주요 고객이 될 것으로 예상된다고 보도했다. https://slicast.com/article/ntt74a Slicast en 2026-10-27T22:00:00.000Z ARC Cloud and Compal Forge Strategic Partnership to Accelerate Large-Scale AI Infrastructure https://slicast.com/zh/article/ntt74a Slicast zh-cn 2026-10-27T22:00:00.000Z ARC Cloud与Compal建立战略合作伙伴关系,加速大规模AI基础设施建设 https://slicast.com/commentary/digital-realty-2026-10-27 Slicast en 2026-10-27T21:35:19.337Z Digital Realty De Soto Campus, October 2026: Plans Filed for 998,643-Square-Foot, $7.5B Data Center https://slicast.com/zh/commentary/digital-realty-2026-10-27 Slicast zh-cn 2026-10-27T21:35:19.337Z Digital Realty德索托园区，2026年10月：近百万平方英尺、75亿美元数据中心规划正式提交