https://slicast.com/article/1pl61xo Slicast en 2026-11-08T18:06:12.000Z Bipartisan members of U.S. Congress are scrutinizing Nvidia CEO Jensen Huang over a reported link to a China espionage concern. https://slicast.com/zh/article/1pl61xo Slicast zh-cn 2026-11-08T18:06:12.000Z 两党联合的美国国会议员正就英伟达首席执行官黄仁勋与一起涉及中国间谍问题的报道关联进行质询。 https://slicast.com/ko/article/1pl61xo Slicast ko 2026-11-08T18:06:12.000Z 미국 의회의 초당적 의원들이 중국 간첩 관련 우려와 연루된 것으로 보도된 사안을 두고 엔비디아 CEO 젠슨 황을 조사하고 있다. https://slicast.com/article/xoglrz Slicast en 2026-11-08T16:09:15.000Z Bloom Energy has signed a 900 MW data center power deal, its largest overseas win to date. https://slicast.com/zh/article/xoglrz Slicast zh-cn 2026-11-08T16:09:15.000Z Bloom Energy 已签下一份 900 兆瓦数据中心供电协议,为其迄今在海外最大的一笔订单。 https://slicast.com/ko/article/xoglrz Slicast ko 2026-11-08T16:09:15.000Z Bloom Energy, 900MW 규모의 데이터센터 전력 공급 계약을 체결했으며, 이는 해외 수주 사상 최대 규모다. https://slicast.com/article/mvalm5 Slicast en 2026-11-08T13:31:44.000Z Reports describe a Broadcom rack deal with Anthropic structured as a $63 billion financing package that includes a $43 billion backstop. A second article (item 14) also cites the $63 billion figure. https://slicast.com/zh/article/mvalm5 Slicast zh-cn 2026-11-08T13:31:44.000Z 据报道，Broadcom与Anthropic的机架级交易以630亿美元融资方案的形式安排，其中包括430亿美元的备用融资（backstop）。另一篇文章（第14条）同样引用了630亿美元这一数字。 https://slicast.com/ko/article/mvalm5 Slicast ko 2026-11-08T13:31:44.000Z Broadcom, Anthropic 간 랙 거래가 630억 달러 규모의 금융 패키지로 구성되었으며, 이에는 430억 달러의 백스톱이 포함되어 있다는 보도가 나왔다. 두 번째 기사(14번 항목)도 630억 달러라는 수치를 인용하고 있다. https://slicast.com/article/jgvk9v Slicast en 2026-11-08T07:56:03.000Z The US has approved Nvidia AI chip sales to Chinese firms linked to the military, according to PhoneWorld. https://slicast.com/zh/article/jgvk9v Slicast zh-cn 2026-11-08T07:56:03.000Z 据PhoneWorld报道,美国已批准英伟达(Nvidia)向与军方有关联的中国企业销售AI芯片。 https://slicast.com/ko/article/jgvk9v Slicast ko 2026-11-08T07:56:03.000Z 미국이 PhoneWorld 보도에 따르면 중국 군 관련 기업들에 대한 Nvidia AI 칩 판매를 승인했다. https://slicast.com/article/1b758ie Slicast en 2026-11-07T21:11:00.000Z GPU-backed debt reached $48.4 billion in 2026, up 7.3 times from $6.6 billion for full-year 2025. Musk warned that more than 200 neoclouds face "small fish death," and Gartner forecasts that 80% will https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-07T21:11:00.000Z 2026 年 GPU 担保债务规模 $484 亿（较 2025 年全年 $66 亿激增 7.3 倍）；Musk 警告 200+ neocloud 将遭"小鱼级死亡"，Gartner 预测 2030 年前 80% 被并购或倒闭 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-07T21:11:00.000Z GPU 담보 부채는 2026년 484억 달러에 달해, 2025년 전체 기준 66억 달러에서 7.3배 증가했다. 머스크는 200곳이 넘는 네오클라우드가 "작은 물고기 죽음(small fish death)"에 직면할 수 있다고 경고했으며, 가트너는 2030년까지 이들 중 80%가 인수되거나 폐쇄될 것으로 전망했다. https://slicast.com/article/euj0sc Slicast en 2026-11-07T21:10:00.000Z Nuclear power projects are expected to attract about $20 billion in new investment in 2026, with over 100 projects being tracked in North America; investment could rise to $50 billion by 2029. Korea's https://slicast.com/zh/article/euj0sc Slicast zh-cn 2026-11-07T21:10:00.000Z 核电项目 2026 年新增投资约 $200 亿，北美逾 100 个项目在追踪，2029 年有望升至 $500 亿；韩国古里 3、4 号机组延役新增 1900 MW https://slicast.com/ko/article/euj0sc Slicast ko 2026-11-07T21:10:00.000Z 원자력 발전 프로젝트에는 2026년 약 200억 달러의 신규 투자가 유입될 것으로 예상되며, 북미에서는 100개가 넘는 프로젝트가 추적되고 있습니다. 투자 규모는 2029년까지 500억 달러로 늘어날 수 있습니다. 한국의 고리 3·4호기 수명 연장으로 1,900MW가 추가됩니다. https://slicast.com/article/10fby75 Slicast en 2026-11-07T21:09:00.000Z IDC Raises 2026 AI Infrastructure Spending Forecast to $521.0 Billion; Hyperscaler Combined Capex Expected at $720-740 Billion https://slicast.com/zh/article/10fby75 Slicast zh-cn 2026-11-07T21:09:00.000Z IDC 上调 2026 年 AI 基础设施支出预测至 $5210 亿；超大规模厂商联合资本开支料达 $7200-7400 亿 https://slicast.com/ko/article/10fby75 Slicast ko 2026-11-07T21:09:00.000Z IDC, 2026년 AI 인프라 지출 전망치를 5,210억 달러로 상향; 하이퍼스케일러 합산 자본지출 7,200억~7,400억 달러 전망 https://slicast.com/article/1qj3v7u Slicast en 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 Capacity Constrained by Approximately 200,000–300,000 Units: HBM4 Shortage and TSMC N3 Packaging Throughput Limits Both Weigh; TrendForce Upgrades GPU Supply-Demand Status to "Ti https://slicast.com/zh/article/1qj3v7u Slicast zh-cn 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026 年产能受限约 20-30 万片：HBM4 短缺 + TSMC N3 封装吞吐量双重制约，TrendForce 将 GPU 供需状态上调为"趋紧" https://slicast.com/ko/article/1qj3v7u Slicast ko 2026-11-07T21:08:00.000Z NVIDIA Rubin GPU 2026년 공급 약 20만~30만 대 부족: HBM4 품귀와 TSMC N3 패키징 처리량 한계가 동시에 영향; TrendForce, GPU 수급 상황을 "타이트"로 상향 https://slicast.com/article/1csmza4 Slicast en 2026-11-07T21:07:00.000Z Google announces $17 billion Wyoming data center: initial 2.7 GW, including 702 MW of Bloom Energy natural gas fuel cells with carbon capture, with long-term expansion to 10 GW https://slicast.com/zh/article/1csmza4 Slicast zh-cn 2026-11-07T21:07:00.000Z Google 宣布 $170 亿怀俄明州数据中心：初期 2.7 GW，含 Bloom Energy 702 MW 天然气燃料电池+碳捕获，远期扩容至 10 GW https://slicast.com/ko/article/1csmza4 Slicast ko 2026-11-07T21:07:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 발표: 초기 2.7GW 규모이며, 탄소 포집 기능을 갖춘 Bloom Energy 천연가스 연료전지 702MW 포함, 장기적으로 10GW까지 확장 계획 https://slicast.com/article/107wejt Slicast en 2026-11-07T21:06:00.000Z Anthropic IPO roadshow to launch next week: S-1 filed, targeting a listing before Thanksgiving, with valuation talks narrowed to a $1.2T–$1.75T range https://slicast.com/zh/article/107wejt Slicast zh-cn 2026-11-07T21:06:00.000Z Anthropic IPO 路演下周启动：S-1 已交表、目标感恩节前上市，估值谈判区间降至 $1.2T-$1.75T https://slicast.com/ko/article/107wejt Slicast ko 2026-11-07T21:06:00.000Z Anthropic IPO 로드쇼 다음 주 개시: S-1 제출 완료, 추수감사절 전 상장 목표, 기업가치 협상 범위는 1.2조~1.75조 달러로 좁혀져 https://slicast.com/article/7shohk Slicast en 2026-11-07T21:05:00.000Z OpenAI Unveils Post-Election Data Center Policy: Full Self-Funding of Power and Infrastructure Costs, Establishes "Local Compact" Community Mechanism https://slicast.com/zh/article/7shohk Slicast zh-cn 2026-11-07T21:05:00.000Z OpenAI 选后发布数据中心新政策：全额自付电力与基础设施成本，设立"地方契约"社区机制 https://slicast.com/ko/article/7shohk Slicast ko 2026-11-07T21:05:00.000Z OpenAI, 선거 이후 데이터센터 정책 발표: 전력 및 인프라 비용 전액 자체 부담, "지역 협약(Local Compact)" 커뮤니티 제도 신설 https://slicast.com/article/7c1i28 Slicast en 2026-11-07T21:04:00.000Z 2026 Midterm Elections: 40 of 41 data center restriction proposals passed (77% opposition vote); New York State subsequently enacted a one-year permit moratorium https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-07T21:04:00.000Z 2026 中期选举：41 项数据中心限制提案 40 项获通过（77% 反对票），纽约州随即颁布最长一年许可暂停令 https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-07T21:04:00.000Z 2026 중간선거: 데이터센터 규제안 41건 중 40건 통과(반대 77% 득표); 이후 뉴욕주는 1년간 허가 유예 조치를 시행 https://slicast.com/article/158aggw Slicast en 2026-11-07T21:03:00.000Z IREN Q1 Earnings Defy Trend: Total Revenue of $228 Million (+66% YoY), AI Cloud Revenue of Approximately $200 Million (Nearly Triple Quarter-over-Quarter), Shares Up 20% in Single Day https://slicast.com/zh/article/158aggw Slicast zh-cn 2026-11-07T21:03:00.000Z IREN Q1 财报逆势爆发：总营收 $2.28 亿（+66% YoY），AI 云营收约 $2 亿（环比近三倍），股价单日+20% https://slicast.com/ko/article/158aggw Slicast ko 2026-11-07T21:03:00.000Z IREN 1분기 실적, 업계 흐름과 달랐다: 총매출 2억 2,800만 달러(전년 대비 66% 증가), AI 클라우드 매출 약 2억 달러(전분기 대비 거의 3배), 주가 하루 만에 20% 상승 https://slicast.com/article/2fs9jv Slicast en 2026-11-07T21:02:00.000Z CoreWeave Debt Alarm: 2031 Bond Yield at 16.33%, Spread More Than 10 Percentage Points Above Meta; $10.6 Billion in Debt Due by End-2027, November 10 Earnings Decisive https://slicast.com/zh/article/2fs9jv Slicast zh-cn 2026-11-07T21:02:00.000Z CoreWeave 债务警报：2031 年债券收益率 16.33%、利差高出 Meta 逾 10 个百分点，$106 亿债务 2027 年底到期，11 月 10 日财报生死局 https://slicast.com/ko/article/2fs9jv Slicast ko 2026-11-07T21:02:00.000Z CoreWeave 부채 경고: 2031년 만기 채권 수익률 16.33%, 메타 대비 스프레드 10%p 이상 상회; 2027년 말까지 만기 도래 부채 106억 달러, 11월 10일 실적 발표가 관건 https://slicast.com/article/89sdbh Slicast en 2026-11-07T21:01:00.000Z Microsoft Q3 Capex Falls Well Short of Expectations; Bloomberg Reports Company Is Reviewing Neocloud Partnerships as CoreWeave Halves in a Month to Record Low https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-07T21:01:00.000Z Microsoft Q3 资本开支大幅不及预期，Bloomberg 曝光其重审 neocloud 合作，CoreWeave 月内腰斩创历史低点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-07T21:01:00.000Z Microsoft 3분기 설비투자(Capex) 예상 크게 하회; 블룸버그, 회사가 네오클라우드 파트너십 검토 중이라고 보도; CoreWeave 한 달 만에 절반 하락해 사상 최저치 기록 https://slicast.com/commentary/oklo-2026-11-07 Slicast en 2026-11-07T20:49:26.966Z Oklo (SMR) November 2026: Behind the 22.7% Single-Session Rally https://slicast.com/zh/commentary/oklo-2026-11-07 Slicast zh-cn 2026-11-07T20:49:26.966Z Oklo（SMR）2026年11月：单日大涨22.7%背后的信号 https://slicast.com/commentary/nuscale-2026-11-07 Slicast en 2026-11-07T20:34:04.863Z NuScale Power Stock Rally, November 2026: Sector Rebound Drives 16.2% Gain as Q3 Discloses Doosan Production Deal https://slicast.com/zh/commentary/nuscale-2026-11-07 Slicast zh-cn 2026-11-07T20:34:04.863Z NuScale Power股价2026年11月：核能板块反弹推动单日上涨16.2%，第三季度披露斗山实体生产协议 https://slicast.com/commentary/vistra-2026-11-07 Slicast en 2026-11-07T20:25:23.905Z Vistra Q3 2026 Earnings: Record EBITDA and 2027 Guidance, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-07 Slicast zh-cn 2026-11-07T20:25:23.905Z Vistra 2026年第三季度业绩及2027年指引，2026年11月 https://slicast.com/commentary/nrg-2026-11-07 Slicast en 2026-11-07T20:16:19.683Z NRG Energy AI Power Supply Strategy, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-07 Slicast zh-cn 2026-11-07T20:16:19.683Z NRG能源AI供电战略，2026年11月 https://slicast.com/brief/2026-11-08 Slicast en 2026-11-07T20:07:54.906Z Latest AI Infrastructure News: November 8, 2026 https://slicast.com/zh/brief/2026-11-08 Slicast zh-cn 2026-11-07T20:07:54.906Z AI 基础设施新闻早报 · 2026年11月8日 https://slicast.com/ko/brief/2026-11-08 Slicast ko 2026-11-07T20:07:54.906Z 최신 AI 인프라 뉴스 · 2026년 11월 8일 https://slicast.com/article/x975ng Slicast en 2026-11-07T19:52:00.000Z Core Scientific is exiting Bitcoin mining, with about 92% of its revenue now coming from renting capacity to AI customers. https://slicast.com/zh/article/x975ng Slicast zh-cn 2026-11-07T19:52:00.000Z Core Scientific正在退出比特币挖矿业务，目前其约92%的收入来自向AI客户出租算力基础设施。 https://slicast.com/ko/article/x975ng Slicast ko 2026-11-07T19:52:00.000Z Core Scientific는 비트코인 채굴 사업에서 철수하고 있으며, 현재 매출의 약 92%가 AI 고객에게 컴퓨팅 용량을 임대하는 데서 발생하고 있습니다. https://slicast.com/article/21xfd2 Slicast en 2026-11-07T19:04:45.000Z Reports say roughly 600,000 Nvidia H200 chips have accumulated in Hong Kong, with Beijing reportedly holding them to boost local technology. https://slicast.com/zh/article/21xfd2 Slicast zh-cn 2026-11-07T19:04:45.000Z 据报道，香港囤积的英伟达H200芯片已达约60万颗，北京方面被报道持有这些芯片以推动本地科技发展。 https://slicast.com/ko/article/21xfd2 Slicast ko 2026-11-07T19:04:45.000Z 홍콩에 엔비디아 H200 칩 약 60만 개가 쌓여 있는 것으로 전해졌으며, 베이징이 현지 기술 육성을 위해 이를 보류하고 있는 것으로 알려졌다. https://slicast.com/article/wnvdkv Slicast en 2026-11-07T19:00:00.000Z TeraWulf says AI leasing now generates 83% of its revenue, as Bitcoin mining recedes. https://slicast.com/zh/article/wnvdkv Slicast zh-cn 2026-11-07T19:00:00.000Z TeraWulf表示，其AI租赁业务目前贡献了83%的收入，比特币挖矿业务则持续萎缩。 https://slicast.com/ko/article/wnvdkv Slicast ko 2026-11-07T19:00:00.000Z TeraWulf는 비트코인 채굴 사업이 축소되는 가운데 AI 임대 사업이 매출의 83%를 차지하고 있다고 밝혔다. https://slicast.com/article/cz0x0 Slicast en 2026-11-07T18:31:06.000Z Australia is weighing safeguards for AI data centres. https://slicast.com/zh/article/cz0x0 Slicast zh-cn 2026-11-07T18:31:06.000Z 澳大利亚正在考虑为AI数据中心设立安全保障措施。 https://slicast.com/ko/article/cz0x0 Slicast ko 2026-11-07T18:31:06.000Z 호주, AI 데이터센터 안전장치 도입 검토 중 https://slicast.com/article/1ujuxud Slicast en 2026-11-07T18:28:05.000Z The US has approved Nvidia H200 AI sales to 'Obscure New Matrix', a buyer named in the report. https://slicast.com/zh/article/1ujuxud Slicast zh-cn 2026-11-07T18:28:05.000Z 美国已批准英伟达H200人工智能芯片向'Obscure New Matrix'出售。 https://slicast.com/ko/article/1ujuxud Slicast ko 2026-11-07T18:28:05.000Z 미국, 보고서에 언급된 구매자 'Obscure New Matrix'에 Nvidia H200 AI 칩 판매를 승인 https://slicast.com/article/z0oyql Slicast en 2026-11-07T18:11:33.000Z US officials reportedly believe Nvidia's CEO had a 'close' relationship with a Chinese spy. https://slicast.com/zh/article/z0oyql Slicast zh-cn 2026-11-07T18:11:33.000Z 据报道，美国官员认为英伟达首席执行官与一名中国间谍关系'密切'。 https://slicast.com/ko/article/z0oyql Slicast ko 2026-11-07T18:11:33.000Z 미국 관리들은 엔비디아 CEO가 중국 간첩과 '가까운' 관계였던 것으로 보고 있다고 전해졌다. https://slicast.com/article/lxouqg Slicast en 2026-11-07T18:00:00.000Z Shoebridge is calling for a moratorium on AI data centres as Tasmanian project proposals multiply. https://slicast.com/zh/article/lxouqg Slicast zh-cn 2026-11-07T18:00:00.000Z Shoebridge呼吁暂停建设AI数据中心，同时塔斯马尼亚州的相关项目提案持续增加。 https://slicast.com/ko/article/lxouqg Slicast ko 2026-11-07T18:00:00.000Z Shoebridge는 태즈메이니아 지역의 프로젝트 제안이 늘어나는 가운데 AI 데이터센터에 대한 모라토리엄(유예)을 촉구하고 있다. https://slicast.com/article/1ps3j6q Slicast en 2026-11-07T17:37:25.000Z Anthropic is pressing ahead with its pre-Thanksgiving IPO despite a tech selloff, now targeting a valuation of $1.25 to $1.75 trillion, well below the $2 trillion it had previously pursued. https://slicast.com/zh/article/1ps3j6q Slicast zh-cn 2026-11-07T17:37:25.000Z Anthropic在科技股抛售之下仍推进感恩节前IPO，目标估值降至1.25万亿至1.75万亿美元，明显低于此前追求的2万亿美元。 https://slicast.com/ko/article/1ps3j6q Slicast ko 2026-11-07T17:37:25.000Z Anthropic은 기술주 매도세에도 불구하고 추수감사절 이전 기업공개(IPO)를 계속 추진하고 있으며, 현재 목표 기업가치는 1조 2,500억~1조 7,500억 달러로, 이전에 추진했던 2조 달러보다 크게 낮다. https://slicast.com/article/t5asab Slicast en 2026-11-07T17:32:01.000Z A report on Nvidia's supply chain cites packaging subsidies, a $12.93 billion deal and 600,000 chips. https://slicast.com/zh/article/t5asab Slicast zh-cn 2026-11-07T17:32:01.000Z 英伟达供应链的最新报道提及封装补贴、一笔129.3亿美元的交易，以及60万颗芯片。 https://slicast.com/ko/article/t5asab Slicast ko 2026-11-07T17:32:01.000Z Nvidia 공급망 보고서는 패키징 보조금, 129억 3천만 달러 규모의 계약, 그리고 60만 개의 칩을 언급하고 있다. https://slicast.com/article/136b9x2 Slicast en 2026-11-07T17:07:00.000Z A Texas data-center freeze is threatening rivals but has left Applied Digital (APLD) largely unscathed, with its shares recovering. https://slicast.com/zh/article/136b9x2 Slicast zh-cn 2026-11-07T17:07:00.000Z 得克萨斯州的数据中心冻结措施正冲击竞争对手，但Applied Digital（APLD）基本未受影响，其股价已回升。 https://slicast.com/ko/article/136b9x2 Slicast ko 2026-11-07T17:07:00.000Z Texas 데이터센터 동결 조치가 경쟁사들에게 타격을 주고 있으나, Applied Digital(APLD)은 큰 영향을 받지 않았으며 주가도 회복세를 보이고 있다. https://slicast.com/article/zslx1m Slicast en 2026-11-07T16:27:49.000Z CoreWeave and Nebius are set to report earnings next week, after a 20.9% slide. https://slicast.com/zh/article/zslx1m Slicast zh-cn 2026-11-07T16:27:49.000Z CoreWeave和Nebius将于下周发布财报，此前两者股价出现20.9%的下跌。 https://slicast.com/ko/article/zslx1m Slicast ko 2026-11-07T16:27:49.000Z CoreWeave와 Nebius는 20.9% 하락 이후 다음 주 실적을 발표할 예정이다. https://slicast.com/article/11r9y93 Slicast en 2026-11-07T16:11:36.000Z A report says Nvidia H200 China export licenses went to two firms with empty offices. https://slicast.com/zh/article/11r9y93 Slicast zh-cn 2026-11-07T16:11:36.000Z 一份报告显示，英伟达H200对华出口许可发给了两家办公室空置的公司。 https://slicast.com/ko/article/11r9y93 Slicast ko 2026-11-07T16:11:36.000Z 엔비디아 H200 중국 수출 허가가 사무실이 비어 있는 두 개 기업에 발급된 것으로 보도됐다. https://slicast.com/article/1qs7rk Slicast en 2026-11-07T16:00:55.000Z The ASRock Rack DMRD16-2L+ motherboard has been spotted with 16 DDR5 slots for Intel's Diamond Rapids Xeon, offering 128 PCIe Gen6 lanes over MCIO. https://slicast.com/zh/article/1qs7rk Slicast zh-cn 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+主板被发现配备16个DDR5插槽，面向英特尔Diamond Rapids Xeon平台，并通过MCIO提供128条PCIe Gen6通道。 https://slicast.com/ko/article/1qs7rk Slicast ko 2026-11-07T16:00:55.000Z ASRock Rack DMRD16-2L+ 메인보드가 인텔 Diamond Rapids Xeon용 DDR5 슬롯 16개를 탑재한 모습으로 포착됐으며, MCIO를 통해 PCIe Gen6 레인 128개를 제공한다. https://slicast.com/article/grgi45 Slicast en 2026-11-07T15:51:00.000Z OpenAI vows to build more data centers after what Futurism describes as an overwhelming voter rebuke of them. https://slicast.com/zh/article/grgi45 Slicast zh-cn 2026-11-07T15:51:00.000Z OpenAI表示将继续建设更多数据中心，此前Futurism形容选民对数据中心的反对声浪'压倒性'。 https://slicast.com/ko/article/grgi45 Slicast ko 2026-11-07T15:51:00.000Z OpenAI는 Futurism이 "유권자들의 압도적인 반대"라고 묘사한 상황 이후에도 데이터센터를 더 짓겠다고 밝혔다. https://slicast.com/article/5x1zq3 Slicast en 2026-11-07T15:50:00.000Z QumulusAI to Report Third Quarter 2026 Financial Results on Nov. 10, 2026 https://slicast.com/zh/article/5x1zq3 Slicast zh-cn 2026-11-07T15:50:00.000Z QumulusAI将于2026年11月10日发布2026年第三季度财务业绩 https://slicast.com/ko/article/5x1zq3 Slicast ko 2026-11-07T15:50:00.000Z QumulusAI, 2026년 3분기 재무 실적 11월 10일 발표 예정 https://slicast.com/article/3cur3z Slicast en 2026-11-07T15:45:00.000Z SK hynix's AI arm is paying $377 million for SK Telecom's stake in Penguin Solutions. https://slicast.com/zh/article/3cur3z Slicast zh-cn 2026-11-07T15:45:00.000Z SK海力士的AI业务部门将以3.77亿美元收购SK电信所持Penguin Solutions的股权。 https://slicast.com/ko/article/3cur3z Slicast ko 2026-11-07T15:45:00.000Z SK하이닉스의 AI 부문이 SK텔레콤의 펭귄솔루션즈 지분을 3억 7,700만 달러에 인수한다. https://slicast.com/article/18pzumb Slicast en 2026-11-07T15:14:37.000Z Alphabet's spending includes a Wyoming data center, a drone factory and a $1.5 billion bond. https://slicast.com/zh/article/18pzumb Slicast zh-cn 2026-11-07T15:14:37.000Z Alphabet的支出包括怀俄明州数据中心、无人机工厂以及一笔15亿美元债券。 https://slicast.com/ko/article/18pzumb Slicast ko 2026-11-07T15:14:37.000Z Alphabet의 지출에는 와이오밍 데이터센터, 드론 공장, 15억 달러 규모의 채권이 포함된다. https://slicast.com/article/sp2i7t Slicast en 2026-11-07T15:13:50.000Z Broadcom has been upgraded on AI deal flow, and its Anthropic exposure is described as running through 2027. https://slicast.com/zh/article/sp2i7t Slicast zh-cn 2026-11-07T15:13:50.000Z 博通因AI订单流获得上调评级，其与Anthropic的合作押注据称将持续至2027年。 https://slicast.com/ko/article/sp2i7t Slicast ko 2026-11-07T15:13:50.000Z Broadcom(AVGO)은 AI 계약 흐름에 힘입어 투자의견이 상향되었으며, Anthropic과의 관련 익스포저는 2027년까지 이어질 것으로 전망된다. https://slicast.com/article/smbhs Slicast en 2026-11-07T14:55:58.000Z A Senate permit bill would make data centers pay for the grid they draw on. https://slicast.com/zh/article/smbhs Slicast zh-cn 2026-11-07T14:55:58.000Z 参议院一项许可法案拟要求数据中心为其所依赖的电网承担费用。 https://slicast.com/ko/article/smbhs Slicast ko 2026-11-07T14:55:58.000Z 상원의 허가 법안은 데이터센터가 사용하는 전력망의 비용을 데이터센터가 부담하도록 하는 내용이다. https://slicast.com/article/6kqvh2 Slicast en 2026-11-07T14:52:37.000Z The US has approved Nvidia chip sales to China-linked firms. https://slicast.com/zh/article/6kqvh2 Slicast zh-cn 2026-11-07T14:52:37.000Z 美国已批准向与中国有关联的企业销售英伟达芯片。 https://slicast.com/ko/article/6kqvh2 Slicast ko 2026-11-07T14:52:37.000Z 미국이 중국 관련 기업들에 대한 엔비디아 칩 판매를 승인했다. https://slicast.com/article/8pwts9 Slicast en 2026-11-07T14:47:37.000Z US intelligence sources suggest Nvidia CEO Jensen Huang was targeted by Chinese intelligence in a honeypot operation involving a Megaspeed executive. https://slicast.com/zh/article/8pwts9 Slicast zh-cn 2026-11-07T14:47:37.000Z 美国情报界消息人士称，英伟达首席执行官黄仁勋曾被中国情报机构以诱捕行动锁定，该行动涉及Megaspeed的一名高管。 https://slicast.com/ko/article/8pwts9 Slicast ko 2026-11-07T14:47:37.000Z 미국 정보 당국 소식통에 따르면, 중국 정보기관이 Megaspeed 임원을 끼고 허니팟(honeypot) 작전으로 Nvidia CEO 젠슨 황을 표적으로 삼았던 것으로 보인다. https://slicast.com/article/1hh6c55 Slicast en 2026-11-07T14:26:00.000Z Thousands of people gathered in Dublin for Ireland's first national protest against data centres. https://slicast.com/zh/article/1hh6c55 Slicast zh-cn 2026-11-07T14:26:00.000Z 数千人在都柏林聚集，参加爱尔兰首次全国性数据中心抗议活动。 https://slicast.com/ko/article/1hh6c55 Slicast ko 2026-11-07T14:26:00.000Z 수천 명의 시민이 더블린에 모여 아일랜드 최초의 전국 규모 데이터센터 반대 시위를 벌였다. https://slicast.com/article/3kfqw Slicast en 2026-11-07T14:02:34.000Z SpaceX is behind a proposed 6 GW AI data center campus in Cochise County, Arizona. https://slicast.com/zh/article/3kfqw Slicast zh-cn 2026-11-07T14:02:34.000Z 太空探索技术公司（SpaceX）正在推动亚利桑那州科奇斯县一个拟建的6GW AI数据中心园区。 https://slicast.com/ko/article/3kfqw Slicast ko 2026-11-07T14:02:34.000Z SpaceX는 애리조나주 코치스 카운티에 추진 중인 6GW 규모 AI 데이터센터 캠퍼스의 배후에 있다. https://slicast.com/article/1vs0tu0 Slicast en 2026-11-07T14:02:34.000Z Democrats are weighing the future of the House China committee, the panel that drove scrutiny of chip export controls. https://slicast.com/zh/article/1vs0tu0 Slicast zh-cn 2026-11-07T14:02:34.000Z 民主党人正在考虑众议院中国委员会的未来，该委员会曾推动对芯片出口管制的审查。 https://slicast.com/ko/article/1vs0tu0 Slicast ko 2026-11-07T14:02:34.000Z 민주당은 칩 수출 통제에 대한 조사를 주도해 온 하원 중국 특별위원회의 향후 거취를 검토하고 있다. https://slicast.com/article/172ssgj Slicast en 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. https://slicast.com/zh/article/172ssgj Slicast zh-cn 2026-11-07T13:30:00.000Z 美国国会正式传唤英伟达首席执行官黄仁勋，原因是有报道称存在中国间谍阴谋，官员们提到国家安全担忧日益加剧。 https://slicast.com/ko/article/172ssgj Slicast ko 2026-11-07T13:30:00.000Z Nvidia CEO Jensen Huang has been formally called to Congress over reports of a Chinese spy plot, with officials citing growing national-security concerns. Wait, I need to correct that: the translatio https://slicast.com/article/1gxxtii Slicast en 2026-11-07T13:11:39.000Z A report frames Broadcom's next two milestones as a 2027 Anthropic rollout and a 2028 Singapore fab. https://slicast.com/zh/article/1gxxtii Slicast zh-cn 2026-11-07T13:11:39.000Z 一篇报道将博通接下来的两个关键节点概括为：2027年Anthropic部署与2028年新加坡晶圆厂。 https://slicast.com/ko/article/1gxxtii Slicast ko 2026-11-07T13:11:39.000Z Broadcom의 다음 두 가지 이정표는 2027년 Anthropic 도입과 2028년 싱가포르 팹이라고 한 보고서가 전망했다. https://slicast.com/article/3u15yu Slicast en 2026-11-07T13:00:00.000Z TSMC denied exploring 3D DRAM production at Nvidia's request, after reports said Nvidia had asked it to make the memory to address shortages. https://slicast.com/zh/article/3u15yu Slicast zh-cn 2026-11-07T13:00:00.000Z 台积电否认应英伟达要求探索三维DRAM生产，此前有报道称英伟达曾要求其制造该类存储器以缓解短缺。 https://slicast.com/ko/article/3u15yu Slicast ko 2026-11-07T13:00:00.000Z TSMC는 엔비디아의 요청으로 3D DRAM 생산을 검토하고 있다는 보도를 부인했다. 앞서 엔비디아가 메모리 공급 부족에 대응하기 위해 TSMC에 해당 메모리 생산을 요청했다는 보도가 나왔었다. https://slicast.com/article/1qr9nhx Slicast en 2026-11-07T12:50:07.000Z TeraWulf has sued the Town of Lansing over public records requests. https://slicast.com/zh/article/1qr9nhx Slicast zh-cn 2026-11-07T12:50:07.000Z TeraWulf就公共记录申请一事起诉兰辛镇政府。 https://slicast.com/ko/article/1qr9nhx Slicast ko 2026-11-07T12:50:07.000Z TeraWulf, 랜싱 타운(Town of Lansing)을 상대로 공공기록 열람 요청과 관련한 소송을 제기했다. https://slicast.com/article/121uiqe Slicast en 2026-11-07T12:32:40.000Z Arrow Electronics (ARW) reported Q3 earnings, with management highlighting strong demand and AI growth. https://slicast.com/zh/article/121uiqe Slicast zh-cn 2026-11-07T12:32:40.000Z Arrow Electronics（ARW）公布第三季度财报，管理层强调需求强劲及AI业务增长。 https://slicast.com/ko/article/121uiqe Slicast ko 2026-11-07T12:32:40.000Z Arrow Electronics (ARW)는 3분기 실적을 발표했으며, 경영진은 견조한 수요와 AI 부문의 성장을 강조했다. https://slicast.com/article/1kubl0m Slicast en 2026-11-07T12:13:21.000Z Equinix has opened its sixth Singapore data center for AI, powered by 100% renewable energy. https://slicast.com/zh/article/1kubl0m Slicast zh-cn 2026-11-07T12:13:21.000Z Equinix（EQIX）在新加坡开设其第六座面向AI的数据中心，并由100%可再生能源供电。 https://slicast.com/ko/article/1kubl0m Slicast ko 2026-11-07T12:13:21.000Z Equinix, 100% 재생에너지로 운영되는 AI 전용 싱가포르 데이터센터 여섯 번째 시설을 개소했다. https://slicast.com/article/1lze199 Slicast en 2026-11-07T11:59:21.000Z Reuters reports about 600,000 Nvidia H200 chips are awaiting shipment to China from Hong Kong. https://slicast.com/zh/article/1lze199 Slicast zh-cn 2026-11-07T11:59:21.000Z 路透社报道，约60万颗英伟达H200芯片正在香港等待发往中国。 https://slicast.com/ko/article/1lze199 Slicast ko 2026-11-07T11:59:21.000Z Reuters에 따르면 약 60만 개의 Nvidia H200 칩이 홍콩에서 중국으로 출하되기를 기다리고 있다. https://slicast.com/article/12irikt Slicast en 2026-11-07T10:30:22.000Z Voters in Harwood, North Dakota, rejected data center restrictions and backed the Applied Digital project. https://slicast.com/zh/article/12irikt Slicast zh-cn 2026-11-07T10:30:22.000Z 北达科他州哈伍德市选民否决了数据中心限制措施，并支持Applied Digital的项目。 https://slicast.com/ko/article/12irikt Slicast ko 2026-11-07T10:30:22.000Z Harwood, North Dakota의 유권자들은 데이터센터 규제안을 부결하고 Applied Digital 프로젝트를 지지했다. https://slicast.com/article/7bgleu Slicast en 2026-11-07T10:19:04.000Z SageMaker Inference now adds GPU partitioning with NVIDIA MIG to its inference service. https://slicast.com/zh/article/7bgleu Slicast zh-cn 2026-11-07T10:19:04.000Z SageMaker Inference新增基于NVIDIA MIG的图形处理器分区功能。 https://slicast.com/ko/article/7bgleu Slicast ko 2026-11-07T10:19:04.000Z SageMaker Inference에 이제 NVIDIA MIG를 활용한 GPU 파티셔닝 기능이 추가되었습니다. https://slicast.com/article/19c0h25 Slicast en 2026-11-07T10:13:08.000Z GE Vernova is reported to have won an India grid project, a win that comes amid perceived AI policy risk. https://slicast.com/zh/article/19c0h25 Slicast zh-cn 2026-11-07T10:13:08.000Z 据报道，GE Vernova赢得了印度的一个电网项目，此前市场对人工智能政策风险存有担忧。 https://slicast.com/ko/article/19c0h25 Slicast ko 2026-11-07T10:13:08.000Z GE Vernova는 인도 전력망 프로젝트를 수주한 것으로 전해졌으며, 이번 수주는 AI 정책 리스크에 대한 우려가 제기되는 가운데 이루어졌다. https://slicast.com/article/12jr7wb Slicast en 2026-11-07T10:09:27.000Z Crypto Briefing reports that New Matrix, an assembler of Nvidia H200 chips, lists an empty Beijing address. https://slicast.com/zh/article/12jr7wb Slicast zh-cn 2026-11-07T10:09:27.000Z Crypto Briefing报道，英伟达H200组装商New Matrix登记的北京地址为空置地址。 https://slicast.com/ko/article/12jr7wb Slicast ko 2026-11-07T10:09:27.000Z Crypto Briefing은 Nvidia H200 칩을 조립하는 New Matrix가 베이징의 빈 주소를 등록 주소로 기재하고 있다고 보도했다. https://slicast.com/article/2speno Slicast en 2026-11-07T10:00:41.000Z The New York Times reports that the U.S. cleared Nvidia chips for Chinese firms that have empty offices and troubling ties. https://slicast.com/zh/article/2speno Slicast zh-cn 2026-11-07T10:00:41.000Z 《纽约时报》报道，美国批准向一些办公室空置且关系存疑的中国企业出售英伟达芯片。 https://slicast.com/ko/article/2speno Slicast ko 2026-11-07T10:00:41.000Z 미국이 사무실은 비어 있고 문제 있는 관계를 가진 중국 기업들에 엔비디아 칩 판매를 승인했다고 뉴욕타임스가 보도했다. https://slicast.com/article/14uv63u Slicast en 2026-11-07T09:59:41.000Z Google has bought the Wyoming data center that Crusoe could not finish on its own. https://slicast.com/zh/article/14uv63u Slicast zh-cn 2026-11-07T09:59:41.000Z 谷歌收购了Crusoe无力独自建成的怀俄明州数据中心。 https://slicast.com/ko/article/14uv63u Slicast ko 2026-11-07T09:59:41.000Z Google가 Crusoe가 単독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. Wait, that contains Japanese kanji (単独). Correcting to pure Hangul: Google가 Crusoe가 단독으로 완공하지 못한 와이오밍 데이터센터를 인수했다. https://slicast.com/article/nlp6vv Slicast en 2026-11-07T09:49:48.000Z Drax's data-center campus is the first deal for the $20 billion AI venture between Brookfield and Qatar. https://slicast.com/zh/article/nlp6vv Slicast zh-cn 2026-11-07T09:49:48.000Z Drax的数据中心园区是布鲁克菲尔德与卡塔尔合作、规模200亿美元的人工智能合资项目的首单交易。 https://slicast.com/ko/article/nlp6vv Slicast ko 2026-11-07T09:49:48.000Z Drax의 데이터센터 캠퍼스는 브룩필드와 카타르가 추진하는 200억 달러 규모 AI 벤처의 첫 번째 거래다. https://slicast.com/article/1poind9 Slicast en 2026-11-07T09:45:23.000Z OpenAI has secured $11 billion in fresh capital as the first tranche of a round valuing it at $1.25 trillion, and the full round could swell to $20 billion or more while the company is still courting https://slicast.com/zh/article/1poind9 Slicast zh-cn 2026-11-07T09:45:23.000Z OpenAI已获得110亿美元新资金，作为一轮估值1.25万亿美元融资的首期，该轮融资总额可能扩大至200亿美元以上，公司仍在寻求更多资金。 https://slicast.com/ko/article/1poind9 Slicast ko 2026-11-07T09:45:23.000Z OpenAI가 기업가치 1조 2,500억 달러 규모 투자 라운드의 첫 번째 단계로 110억 달러의 신규 자본을 확보했으며, 회사가 추가 투자자를 계속 유치하고 있는 가운데 전체 라운드 규모는 200억 달러 이상으로 늘어날 수 있다. https://slicast.com/article/1jsa2vp Slicast en 2026-11-07T09:33:06.000Z A Chinese feature reports that tech giants are racing to build data centers in space, and that the computing race is accelerating as chips move toward orbit. https://slicast.com/zh/article/1jsa2vp Slicast zh-cn 2026-11-07T09:33:06.000Z 一篇中文报道称，科技巨头正争相建设太空数据中心，算力竞赛随之加速。 https://slicast.com/ko/article/1jsa2vp Slicast ko 2026-11-07T09:33:06.000Z 중국 특집 기사에 따르면, 기술 대기업들이 우주에 데이터센터를 구축하기 위한 경쟁을 벌이고 있으며, 칩이 궤도로 진출하면서 컴퓨팅 경쟁이 가속화되고 있다. https://slicast.com/article/11oju7b Slicast en 2026-11-07T09:32:45.000Z OpenAI has unveiled new community commitments as data centers face a backlash and the company adopts a lower-profile stance. https://slicast.com/zh/article/11oju7b Slicast zh-cn 2026-11-07T09:32:45.000Z 在数据中心处于舆论风口浪尖之际，OpenAI公布了新的社区承诺，姿态有所放低。 https://slicast.com/ko/article/11oju7b Slicast ko 2026-11-07T09:32:45.000Z OpenAI가 데이터센터에 대한 반발이 거세지는 가운데 새로운 지역사회 상생 방안을 발표하며 한층 낮은 자세를 취하고 있다. https://slicast.com/article/1m7kk8b Slicast en 2026-11-07T09:32:22.000Z A Chinese analysis says Brazil's grid expansion will run for another decade with transmission lines operating for decades, and contrasts how China and Japan are pursuing opposite routes in the Brazili https://slicast.com/zh/article/1m7kk8b Slicast zh-cn 2026-11-07T09:32:22.000Z 一篇中文分析认为，巴西电网扩张还将持续十年，新输电线路的运营期长达数十年，中国与日本在当地选择了两条相反的路径。 https://slicast.com/ko/article/1m7kk8b Slicast ko 2026-11-07T09:32:22.000Z 브라질의 송전망 확충은 향후 10년간 이어질 전망이며, 송전선로는 수십 년간 가동된다는 중국 분석이 나왔다. 해당 분석은 중국과 일본이 브라질 전력시장에서 정반대의 전략을 추진하고 있다고 대비했다. https://slicast.com/article/1norabt Slicast en 2026-11-07T09:32:20.000Z A Chinese feature reports that Nvidia is increasingly acting as its customers' financier, offering payment terms, buying customer stock, guaranteeing customer obligations and arranging insurance cover https://slicast.com/zh/article/1norabt Slicast zh-cn 2026-11-07T09:32:20.000Z 一篇中文报道称，英伟达正为客户提供账期、购买客户股票、为客户担保，并协助寻找保险公司，逐渐成为客户的融资方。 https://slicast.com/ko/article/1norabt Slicast ko 2026-11-07T09:32:20.000Z Nvidia가 고객사의 자금 조달자 역할을 점점 더 많이 맡고 있다는 내용의 중국 특집 기사다. 기사에 따르면 Nvidia는 결제 조건을 제공하고, 고객사 주식을 매입하며, 고객사의 채무를 보증하고, 보험사와 협력해 보험 보장을 마련하고 있다. https://slicast.com/article/vdgih7 Slicast en 2026-11-07T09:28:42.000Z A weekly roundup reports that Microsoft is reportedly scaling back AI compute leasing and gradually exiting its Oracle cloud agreement, that Youzu Networks plans to spend 4.2 billion yuan on GPUs, and https://slicast.com/zh/article/vdgih7 Slicast zh-cn 2026-11-07T09:28:42.000Z 数智周报汇总称，微软据称正在收缩AI算力租赁并逐步退出与甲骨文的云协议，游族网络拟斥资42亿元购买图形处理器，摩根大通副董事长则表示人工智能板块估值仍高、预计将出现回调。 https://slicast.com/ko/article/vdgih7 Slicast ko 2026-11-07T09:28:42.000Z A주간 뉴스 요약에 따르면, Microsoft가 AI 컴퓨팅 임대를 축소하고 Oracle 클라우드 계약에서 점진적으로 빠져나가는 것으로 전해졌다. 또한 Youzu Networks는 GPU에 42억 위안을 투자할 계획이며, JPMorgan 부회장은 AI 밸류에이션이 조정을 받을 것으로 전망했다. https://slicast.com/article/egimpe Slicast en 2026-11-07T08:37:49.000Z Nvidia is reportedly funding SPIL's CoWoS packaging expansion with billions. https://slicast.com/zh/article/egimpe Slicast zh-cn 2026-11-07T08:37:49.000Z 据报道，英伟达将以数十亿级资金为SPIL的CoWoS封装产能扩建提供资金。 https://slicast.com/ko/article/egimpe Slicast ko 2026-11-07T08:37:49.000Z Nvidia는 SPIL의 CoWoS 패키징 확장에 수십억 달러를 투자하는 것으로 알려졌다. https://slicast.com/article/1wi7m85 Slicast en 2026-11-07T08:12:01.000Z A report says AI data centers face 14 curbs in Ohio, and Meta has issued a warning about them. https://slicast.com/zh/article/1wi7m85 Slicast zh-cn 2026-11-07T08:12:01.000Z 一篇报道称，俄亥俄州对人工智能数据中心设有14项限制，Meta对此发出警告。 https://slicast.com/ko/article/1wi7m85 Slicast ko 2026-11-07T08:12:01.000Z Ohio의 AI 데이터센터가 14건의 규제에 직면해 있다는 보도가 나왔으며, Meta가 이에 대해 경고를 발표했다. https://slicast.com/article/foi773 Slicast en 2026-11-07T06:55:00.000Z Tesla's AI chip roadmap reveals a sixth-generation SI6 compute platform reaching 80x the current model, and Dojo 3 shifting to HBM memory. https://slicast.com/zh/article/foi773 Slicast zh-cn 2026-11-07T06:55:00.000Z 特斯拉的人工智能芯片路线图显示，第六代SI6计算平台的算力将达到当前模型的80倍，Dojo 3将转向高带宽内存。 https://slicast.com/ko/article/foi773 Slicast ko 2026-11-07T06:55:00.000Z Tesla의 AI 칩 로드맵에는 현행 모델 대비 80배 성능의 6세대 SI6 컴퓨팅 플랫폼과, Dojo 3의 HBM 메모리 전환 계획이 포함된 것으로 나타났다. https://slicast.com/article/1vou6xu Slicast en 2026-11-07T06:00:03.000Z Go.AI raised $85 million in Series A funding to expand private AI infrastructure for regulated industries. https://slicast.com/zh/article/1vou6xu Slicast zh-cn 2026-11-07T06:00:03.000Z Go.AI完成8500万美元A轮融资，用于为受监管行业扩建私有人工智能基础设施。 https://slicast.com/ko/article/1vou6xu Slicast ko 2026-11-07T06:00:03.000Z Go.AI, 규제 산업을 위한 프라이빗 AI 인프라 확장을 위해 시리즈 A 펀딩으로 8,500만 달러를 유치했다. https://slicast.com/article/ljjtzw Slicast en 2026-11-07T05:36:57.000Z China's Moonshot AI is turning to Europe for Nvidia chips banned for export to China, offering up to 50% more to get them. https://slicast.com/zh/article/ljjtzw Slicast zh-cn 2026-11-07T05:36:57.000Z 中国的月之暗面转向欧洲采购受出口管制禁运的英伟达芯片，并愿意为此多付最高50%的价格。 https://slicast.com/ko/article/ljjtzw Slicast ko 2026-11-07T05:36:57.000Z 중국 AI 기업 문샷 AI(Moonshot AI)가 중국 수출이 금지된 엔비디아 칩을 확보하기 위해 유럽으로 눈을 돌리고 있으며, 이를 위해 최대 50% 높은 가격을 제시하고 있다. https://slicast.com/article/nsvgbz Slicast en 2026-11-07T05:16:02.000Z ET Datacenters reports OpenAI will advance its data center expansion despite scrutiny, though the report gives no new MW, site or dollar figures. https://slicast.com/zh/article/nsvgbz Slicast zh-cn 2026-11-07T05:16:02.000Z 据ET Datacenters报道，OpenAI将在面临审视的情况下继续推进其数据中心扩张，但该报道未给出新的兆瓦、选址或金额数据。 https://slicast.com/ko/article/nsvgbz Slicast ko 2026-11-07T05:16:02.000Z ET Datacenters는 OpenAI가 안팎의 우려에도 불구하고 데이터센터 확장을 추진할 것이라고 보도했으나, 해당 보도에는 새로운 MW, 부지 또는 금액 관련 수치가 포함되어 있지 않다. https://slicast.com/article/1icrkq3 Slicast en 2026-11-07T05:00:00.000Z NVIDIA's CUDA 13.5 is positioned to make Vera Rubin production-ready, with expanded scheduling and multi-GPU communication. https://slicast.com/zh/article/1icrkq3 Slicast zh-cn 2026-11-07T05:00:00.000Z 英伟达的CUDA 13.5被定位为使Vera Rubin达到量产就绪状态，并扩展了调度与多GPU通信能力。 https://slicast.com/ko/article/1icrkq3 Slicast ko 2026-11-07T05:00:00.000Z NVIDIA의 CUDA 13.5는 Vera Rubin을 양산 가능한 수준으로 끌어올리는 것을 목표로 하며, 스케줄링과 다중 GPU 통신 기능을 확대했다. https://slicast.com/article/m6slc Slicast en 2026-11-07T04:55:54.000Z Keel Infrastructure (KEEL) is leaving bitcoin behind as AI data center permits move ahead. https://slicast.com/zh/article/m6slc Slicast zh-cn 2026-11-07T04:55:54.000Z Keel Infrastructure（KEEL）在人工智能数据中心许可推进之际，正从比特币挖矿业务转向。 https://slicast.com/ko/article/m6slc Slicast ko 2026-11-07T04:55:54.000Z Keel Infrastructure(KEEL)는 AI 데이터센터 인허가가 진행되면서 비트코인 사업에서 손을 떼고 있다. https://slicast.com/article/1ktnrby Slicast en 2026-11-07T04:38:00.000Z A diarypoint.com analysis argues that state permits, rather than a federal shutdown, will matter more for U.S. data center rules. https://slicast.com/zh/article/1ktnrby Slicast zh-cn 2026-11-07T04:38:00.000Z diarypoint.com的一篇分析文章认为，对美国数据中心规则而言，州级许可比联邦政府停摆更具决定性影响。 https://slicast.com/ko/article/1ktnrby Slicast ko 2026-11-07T04:38:00.000Z diarypoint.com 분석은 미국 데이터센터 규제에 있어 연방 정부 셧다운보다 주(州) 허가 절차가 더 중요한 영향을 미칠 것이라고 주장한다. https://slicast.com/article/ddcors Slicast en 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar says midterm voter backlash will not derail AI data center spending, and the company will 'build trust' with communities. https://slicast.com/zh/article/ddcors Slicast zh-cn 2026-11-07T04:36:33.000Z OpenAI首席财务官Sarah Friar表示，中期选举前的选民反弹不会打乱人工智能数据中心的支出计划，公司将与社区‘建立信任’。 https://slicast.com/ko/article/ddcors Slicast ko 2026-11-07T04:36:33.000Z OpenAI CFO Sarah Friar는 중간선거에서 나타난 유권자 반발이 AI 데이터센터 투자를 저해하지 않을 것이며, 회사는 지역사회와 '신뢰를 쌓아' 나갈 것이라고 말했다. https://slicast.com/article/1bzog6f Slicast en 2026-11-07T03:35:00.000Z Intel's Wang Zhicong says AI computing's center of gravity will shift to inference and the edge over the next five years, with green computing pods to land in the first half of next year. https://slicast.com/zh/article/1bzog6f Slicast zh-cn 2026-11-07T03:35:00.000Z 英特尔的Wang Zhicong表示，未来五年人工智能算力的重心将转向推理和边缘侧，绿色计算模块将于明年上半年推出。 https://slicast.com/ko/article/1bzog6f Slicast ko 2026-11-07T03:35:00.000Z Intel의 Wang Zhicong은 향후 5년간 AI 컴퓨팅의 중심이 추론과 엣지로 이동할 것이라고 밝혔으며, 친환경 컴퓨팅 포드(pod)는 내년 상반기에 출시될 예정이다. https://slicast.com/article/150fef2 Slicast en 2026-11-07T02:48:57.000Z bloomingbit reports that TeraWulf and IREN are accelerating their shift to AI infrastructure as bitcoin mining revenue plunges. https://slicast.com/zh/article/150fef2 Slicast zh-cn 2026-11-07T02:48:57.000Z bloomingbit报道称，随着比特币挖矿收入大幅下滑，TeraWulf与IREN正加快向人工智能基础设施转型。 https://slicast.com/ko/article/150fef2 Slicast ko 2026-11-07T02:48:57.000Z bloomingbit는 TeraWulf와 IREN이 비트코인 채굴 수익이 급감하는 가운데 AI 인프라로의 전환을 가속하고 있다고 보도했다. https://slicast.com/article/9mr841 Slicast en 2026-11-07T02:34:22.000Z ET Datacenters reports that AI data centers are reshaping grid planning for utilities. https://slicast.com/zh/article/9mr841 Slicast zh-cn 2026-11-07T02:34:22.000Z ET Datacenters报道称，人工智能数据中心正在重塑公用事业公司的电网规划。 https://slicast.com/ko/article/9mr841 Slicast ko 2026-11-07T02:34:22.000Z AI 데이터센터가 전력회사의 송전망 계획을 바꾸고 있다고 ET Datacenters가 보도했다. https://slicast.com/article/e7jcb8 Slicast en 2026-11-07T02:33:26.000Z The Financial Times reports the US believes Nvidia CEO Jensen Huang had a romantic relationship with an alleged Chinese spy, adding a security angle to the debate over the company's China chips. https://slicast.com/zh/article/e7jcb8 Slicast zh-cn 2026-11-07T02:33:26.000Z 金融时报报道称，美国认为英伟达首席执行官黄仁勋与一名涉嫌为中国情报机构效力的人员存在恋爱关系，这为英伟达的在华芯片争议增添了安全层面的因素。 https://slicast.com/ko/article/e7jcb8 Slicast ko 2026-11-07T02:33:26.000Z Financial Times는 미국 정부가 엔비디아 CEO 젠슨 황이 중국 간첩으로 의심받는 인물과 연애 관계였던 것으로 보고 있다고 보도했다. 이는 회사의 중국향 칩을 둘러싼 논쟁에 안보 쟁점을 더하는 내용이다. https://slicast.com/article/14xuke2 Slicast en 2026-11-07T01:58:51.000Z tech-insider.org reports the 'Data Centre Blue Tsunami' tally of $141B across 37 projects in 2026. https://slicast.com/zh/article/14xuke2 Slicast zh-cn 2026-11-07T01:58:51.000Z tech-insider.org报道，2026年的‘Data Centre Blue Tsunami’统计显示，共37个项目，总额1410亿美元。 https://slicast.com/ko/article/14xuke2 Slicast ko 2026-11-07T01:58:51.000Z tech-insider.org는 2026년 37개 프로젝트에 걸친 '데이터센터 블루 쓰나미' 규모가 1,410억 달러에 달한다고 보도했다. https://slicast.com/article/2fti2u Slicast en 2026-11-07T01:55:00.000Z UK data centers face decade-long grid connection queues, pushing developers to build their own gas-fired power plants. https://slicast.com/zh/article/2fti2u Slicast zh-cn 2026-11-07T01:55:00.000Z 英国数据中心面临长达十年的电网接入排队，开发商转而自建燃气发电厂。 https://slicast.com/ko/article/2fti2u Slicast ko 2026-11-07T01:55:00.000Z 영국 데이터센터는 전력망 연결 대기가 10년에 달해, 개발사들이 자체 가스발전소를 짓는 방향으로 내몰리고 있다. https://slicast.com/article/n1ql9q Slicast en 2026-11-07T01:28:34.000Z Micron has halted work at its Taiwan HBM plant amid a bonus dispute, according to Seoul Economic Daily. https://slicast.com/zh/article/n1ql9q Slicast zh-cn 2026-11-07T01:28:34.000Z 据首尔经济日报报道，美光因奖金纠纷已暂停其台湾HBM工厂的相关工作。 https://slicast.com/ko/article/n1ql9q Slicast ko 2026-11-07T01:28:34.000Z Micron, 대만 HBM 공장 작업 중단… 보너스 분쟁 영향, 서울경제 보도 https://slicast.com/article/t3y45w Slicast en 2026-11-07T01:22:00.000Z Core Scientific's mining fleet has fallen nearly half ahead of its planned exit from mining in Q4 2026. https://slicast.com/zh/article/t3y45w Slicast zh-cn 2026-11-07T01:22:00.000Z Core Scientific的挖矿机队在计划于2026年第四季度退出挖矿业务之前已减少近一半。 https://slicast.com/ko/article/t3y45w Slicast ko 2026-11-07T01:22:00.000Z Core Scientific의 채굴 장비 규모가 2026년 4분기 채굴 사업 철수 계획을 앞두고 거의 절반 가까이 줄었다. https://slicast.com/article/wb14vc Slicast en 2026-11-07T00:56:59.000Z Applied Digital CEO says the data center industry needs to 'take a deep breath' amid backlash over data center projects. https://slicast.com/zh/article/wb14vc Slicast zh-cn 2026-11-07T00:56:59.000Z Applied Digital首席执行官表示，面对数据中心项目引发的反弹，行业需要‘深呼吸’。 https://slicast.com/ko/article/wb14vc Slicast ko 2026-11-07T00:56:59.000Z Applied Digital CEO는 데이터센터 프로젝트를 둘러싼 반발이 거세지는 가운데 업계가 "숨을 고를" 필요가 있다고 말했다. https://slicast.com/article/1ryxw9x Slicast en 2026-11-07T00:50:39.000Z xAI has installed eight refurbished jet-engine generators at its Mississippi facility to supply on-site power. https://slicast.com/zh/article/1ryxw9x Slicast zh-cn 2026-11-07T00:50:39.000Z xAI已在其密西西比州设施安装八台翻新的喷气发动机发电机组，用于提供现场供电。 https://slicast.com/ko/article/1ryxw9x Slicast ko 2026-11-07T00:50:39.000Z xAI는 미시시피 시설에 온사이트 전력 공급을 위해 재생 제트엔진 발전기 8대를 설치했다. https://slicast.com/article/17pz2hg Slicast en 2026-11-07T00:23:00.000Z CNBC reports on how data centers' 'phantom load' is affecting the US grid. https://slicast.com/zh/article/17pz2hg Slicast zh-cn 2026-11-07T00:23:00.000Z CNBC报道了数据中心‘幻影负荷’对美国电网的影响。 https://slicast.com/ko/article/17pz2hg Slicast ko 2026-11-07T00:23:00.000Z CNBC, 데이터센터의 '팬텀 로드(phantom load)'가 미국 전력망에 미치는 영향을 보도했다. https://slicast.com/article/jfdk1 Slicast en 2026-11-07T00:10:36.000Z Tiande said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, I should correct that: 特锐德 is Tebian Electric https://slicast.com/zh/article/jfdk1 Slicast zh-cn 2026-11-07T00:10:36.000Z 特锐德于11月6日表示，其‘算电岛’模式已获多家客户认可，有望在2027年成为主流模式。 https://slicast.com/ko/article/jfdk1 Slicast ko 2026-11-07T00:10:36.000Z Tebian Electric Apparatus said on Nov. 6 that its power-compute island model has won recognition from multiple customers and could become a mainstream model by 2027. Wait, that's not right. The sourc https://slicast.com/article/ji4sbb Slicast en 2026-11-07T00:07:54.000Z THE ELEC reports that Socomec is expanding its investment in South Korea's AI data-center power market. https://slicast.com/zh/article/ji4sbb Slicast zh-cn 2026-11-07T00:07:54.000Z THE ELEC报道，Socomec正在扩大其在韩国AI数据中心电力市场的投资。 https://slicast.com/ko/article/ji4sbb Slicast ko 2026-11-07T00:07:54.000Z Socomec, 한국 AI 데이터센터 전력 시장에 대한 투자를 확대한다고 THE ELEC이 보도했다. https://slicast.com/article/ceh2md Slicast en 2026-11-06T23:22:40.000Z DeSoto County News reports that Gipson will chair a hearing on the SpaceXAI Southaven power plant. https://slicast.com/zh/article/ceh2md Slicast zh-cn 2026-11-06T23:22:40.000Z 据DeSoto County News报道，Gipson将主持关于SpaceXAI Southaven电厂的听证会。 https://slicast.com/ko/article/ceh2md Slicast ko 2026-11-06T23:22:40.000Z DeSoto County News에 따르면, Gipson이 SpaceXAI Southaven 발전소 관련 청문회를 주재할 예정이다. https://slicast.com/article/1vi4ndw Slicast en 2026-11-06T23:09:31.000Z TokenPost reports that Mira has launched its Sterling AI inference service with x402 and USDC payments. https://slicast.com/zh/article/1vi4ndw Slicast zh-cn 2026-11-06T23:09:31.000Z 据TokenPost报道，Mira推出了其Sterling AI推理服务，支持x402和USDC支付。 https://slicast.com/ko/article/1vi4ndw Slicast ko 2026-11-06T23:09:31.000Z TokenPost는 Mira가 x402 및 USDC 결제를 지원하는 Sterling AI 추론 서비스를 출시했다고 보도했다. https://slicast.com/article/cg133c Slicast en 2026-11-06T23:06:12.000Z Pluang reports that TeraWulf and IREN are shifting from bitcoin mining to AI as mining revenues shrink and losses rise. https://slicast.com/zh/article/cg133c Slicast zh-cn 2026-11-06T23:06:12.000Z 据Pluang报道，随着比特币挖矿收入萎缩、亏损扩大，TeraWulf和IREN正从比特币挖矿转向AI业务。 https://slicast.com/ko/article/cg133c Slicast ko 2026-11-06T23:06:12.000Z Pluang에 따르면, TeraWulf와 IREN은 채굴 수익이 줄고 손실이 늘어나면서 비트코인 채굴에서 AI 사업으로 전환하고 있다. https://slicast.com/article/eh9fyo Slicast en 2026-11-06T22:50:54.000Z TechJuice reports that global DRAM revenue recorded 369% growth in Q3 2026. https://slicast.com/zh/article/eh9fyo Slicast zh-cn 2026-11-06T22:50:54.000Z 据TechJuice报道，2026年第三季度全球DRAM收入增长369%。 https://slicast.com/ko/article/eh9fyo Slicast ko 2026-11-06T22:50:54.000Z TechJuice는 2026년 3분기 글로벌 DRAM 매출이 369% 성장했다고 보도했다. https://slicast.com/article/1a6oudn Slicast en 2026-11-06T22:33:43.000Z Vistra says it has not seen data-center demand shift from Texas to PJM after the US midterms, according to Reuters. https://slicast.com/zh/article/1a6oudn Slicast zh-cn 2026-11-06T22:33:43.000Z 据路透社报道，Vistra表示，在美国中期选举之后，尚未看到数据中心需求从德州转向PJM。 https://slicast.com/ko/article/1a6oudn Slicast ko 2026-11-06T22:33:43.000Z Vistra는 로이터 보도에 따르면 미국 중간선거 이후에도 데이터센터 수요가 텍사스에서 PJM 지역으로 이동하는 모습은 확인되지 않았다고 밝혔다. https://slicast.com/article/fblg7w Slicast en 2026-11-06T22:30:00.000Z Analytics Insight reports that Alphabet has disclosed a major stake in Qualcomm as demand for AI chips rises. https://slicast.com/zh/article/fblg7w Slicast zh-cn 2026-11-06T22:30:00.000Z 据Analytics Insight报道，随着AI芯片需求上升，字母表披露其持有高通的重大股权。 https://slicast.com/ko/article/fblg7w Slicast ko 2026-11-06T22:30:00.000Z Analytics Insight는 AI 칩 수요가 증가하는 가운데 Alphabet이 Qualcomm의 대규모 지분을 공개했다고 보도했다. https://slicast.com/article/lpjauo Slicast en 2026-11-06T22:12:54.000Z EnergyNow.com reports that a US regulator has made an 'interventionist' pivot to speed up data-center development. https://slicast.com/zh/article/lpjauo Slicast zh-cn 2026-11-06T22:12:54.000Z EnergyNow.com报道，美国某监管机构转向‘干预型’策略，以加快数据中心的建设。 https://slicast.com/ko/article/lpjauo Slicast ko 2026-11-06T22:12:54.000Z EnergyNow.com은 미국 규제 당국이 데이터센터 개발을 가속하기 위해 '개입주의적' 방향 전환을 단행했다고 보도했다. https://slicast.com/article/xirfq3 Slicast en 2026-11-06T22:08:55.000Z TradingKey's Micron forecast flags data-center construction curbs as a valuation drag, while long-term agreements and HBM price hikes support earnings. https://slicast.com/zh/article/xirfq3 Slicast zh-cn 2026-11-06T22:08:55.000Z TradingKey发布的美光预测认为，数据中心建设受限会拖累估值，而长期供货协议和HBM涨价将支撑业绩兑现。 https://slicast.com/ko/article/xirfq3 Slicast ko 2026-11-06T22:08:55.000Z TradingKey의 Micron 전망은 데이터센터 건설 제한을 밸류에이션 하락 요인으로 지목하는 한편, 장기 공급 계약과 HBM 가격 인상은 실적을 뒷받침한다고 분석했다. https://slicast.com/article/1ix2z5f Slicast en 2026-11-06T22:08:54.000Z BigGo Finance has published coverage of Vistra (VST) Q3 FY2026 earnings call. https://slicast.com/zh/article/1ix2z5f Slicast zh-cn 2026-11-06T22:08:54.000Z BigGo Finance报道了Vistra（VST）2026财年第三季度业绩说明会的内容。 https://slicast.com/ko/article/1ix2z5f Slicast ko 2026-11-06T22:08:54.000Z BigGo Finance는 Vistra(VST) 2026 회계연도 3분기 실적 발표 콜에 대한 보도를 게재했습니다. https://slicast.com/article/1ucxeyh Slicast en 2026-11-06T22:04:20.000Z JD Supra publishes five key takeaways from recent North Carolina energy regulatory and policy developments. https://slicast.com/zh/article/1ucxeyh Slicast zh-cn 2026-11-06T22:04:20.000Z JD Supra总结了北卡罗来纳州近期能源监管与政策进展的五个关键要点。 https://slicast.com/ko/article/1ucxeyh Slicast ko 2026-11-06T22:04:20.000Z JD Supra가 최근 노스캐롤라이나주 에너지 규제 및 정책 동향에서 얻을 수 있는 다섯 가지 핵심 시사점을 발표했다. https://slicast.com/article/xwf0fy Slicast en 2026-11-06T22:02:49.000Z Korea JoongAng Daily reports that substrate shortages are emerging as the new bottleneck in the AI chip market. https://slicast.com/zh/article/xwf0fy Slicast zh-cn 2026-11-06T22:02:49.000Z 据Korea JoongAng Daily报道，基板短缺正在成为AI芯片市场的新瓶颈。 https://slicast.com/ko/article/xwf0fy Slicast ko 2026-11-06T22:02:49.000Z Korea JoongAng Daily는 AI 칩 시장에서 기판 부족이 새로운 병목으로 떠오르고 있다고 보도했다. https://slicast.com/article/hil3kg Slicast en 2026-11-06T21:56:00.000Z A New York-based miner has sold $192M of bitcoin for AI, according to TheStreet. https://slicast.com/zh/article/hil3kg Slicast zh-cn 2026-11-06T21:56:00.000Z 据TheStreet报道，一家总部位于纽约的矿企出售了价值1.92亿美元（$192M）的比特币，用于AI业务。 https://slicast.com/ko/article/hil3kg Slicast ko 2026-11-06T21:56:00.000Z 뉴욕에 본사를 둔 한 채굴 기업이 TheStreet에 따르면 AI를 위해 1억 9,200만 달러 규모의 비트코인을 매각했다. https://slicast.com/article/1mt3r8t Slicast en 2026-11-06T21:55:00.000Z BigGo Finance reports that onsemi's CEO says power is competitiveness in the AI era as onsemi expands its Bucheon SiC hub. https://slicast.com/zh/article/1mt3r8t Slicast zh-cn 2026-11-06T21:55:00.000Z BigGo Finance报道，安森美（onsemi）首席执行官表示，在AI时代，电力就是竞争力，同时安森美正在扩建富川的碳化硅（SiC）基地。 https://slicast.com/ko/article/1mt3r8t Slicast ko 2026-11-06T21:55:00.000Z onsemi CEO, AI 시대에는 전력이 곧 경쟁력이라고 강조… onsemi, 부천 SiC 허브 확장 (BigGo Finance 보도) https://slicast.com/commentary/mistral-2026-11-06 Slicast en 2026-11-06T21:49:17.844Z Why US-China AI Export Controls Could Test Mistral AI's €21 Billion Global Expansion https://slicast.com/zh/commentary/mistral-2026-11-06 Slicast zh-cn 2026-11-06T21:49:17.844Z 美中AI出口管制为何可能冲击Mistral AI的210亿欧元全球扩张战略 https://slicast.com/commentary/ssi-2026-11-06 Slicast en 2026-11-06T21:41:12.996Z Safe Superintelligence NVIDIA Investment: $5B Deal and Compute Expansion, July 2026 https://slicast.com/zh/commentary/ssi-2026-11-06 Slicast zh-cn 2026-11-06T21:41:12.996Z 英伟达50亿美元投资Safe Superintelligence：算力十倍扩展与芯片生态转向，2026年7月 https://slicast.com/article/n7hm8c Slicast en 2026-11-06T21:37:30.000Z Big Tech bond issuance has reached a US record of $1.88T in 2026, according to tech-insider.org. https://slicast.com/zh/article/n7hm8c Slicast zh-cn 2026-11-06T21:37:30.000Z 据tech-insider.org报道，2026年美国大型科技公司的债券发行规模已创下1.88万亿美元（$1.88T）的纪录。 https://slicast.com/ko/article/n7hm8c Slicast ko 2026-11-06T21:37:30.000Z 빅테크 채권 발행 규모가 tech-insider.org에 따르면 2026년 미국 기준 사상 최대치인 1.88조 달러에 도달했다. https://slicast.com/article/oojori Slicast en 2026-11-06T21:35:03.000Z Google-backed TeraWulf beat Q3 estimates and reported a $710M profit driven by warrant gains, while its operating loss surged 257% and operations lost $88M. https://slicast.com/zh/article/oojori Slicast zh-cn 2026-11-06T21:35:03.000Z 获谷歌支持的TeraWulf第三季度业绩超出预期，实现7.1亿美元（$710M）利润，主要来自认股权证收益；同时经营亏损激增257%，经营业务亏损8800万美元（$88M）。 https://slicast.com/ko/article/oojori Slicast ko 2026-11-06T21:35:03.000Z Google 출자 기업 TeraWulf는 3분기 실적 추정치를 상회했으며, 워런트 평가이익에 힘입어 7억 1,000만 달러의 순이익을 기록했다. 반면 영업손실은 257% 급증해 영업에서 8,800만 달러의 손실이 발생했다. https://slicast.com/article/18b3kit Slicast en 2026-11-06T21:33:18.000Z EuroHPC JU requires bidders to recreate and resubmit their AI Gigafactory tenders, as announced on Nov. 6, 2026 and reported by HPCwire. https://slicast.com/zh/article/18b3kit Slicast zh-cn 2026-11-06T21:33:18.000Z 据HPCwire报道，EuroHPC JU于2026年11月6日宣布，要求投标方重新编制并重新提交AI Gigafactory的招标方案。 https://slicast.com/ko/article/18b3kit Slicast ko 2026-11-06T21:33:18.000Z EuroHPC JU는 2026년 11월 6일 발표에서 입찰자들이 AI 기가팩토리 입찰서를 다시 작성해 재제출하도록 요구한다고 밝혔으며, 이는 HPCwire가 보도했다. https://slicast.com/commentary/nvidia-2026-11-06 Slicast en 2026-11-06T21:31:02.123Z Nvidia H200 Hong Kong Stockpile: China Import Freeze, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-06 Slicast zh-cn 2026-11-06T21:31:02.123Z 英伟达H200香港积压：中国进口受阻，2026年11月 https://slicast.com/article/fou5cn Slicast en 2026-11-06T21:27:27.000Z Nvidia is tightening tracking of its AI chips in Southeast Asia as concern grows over smuggling to China, per TechRepublic. https://slicast.com/zh/article/fou5cn Slicast zh-cn 2026-11-06T21:27:27.000Z 据TechRepublic报道，英伟达正在收紧东南亚地区的AI芯片追踪管理，因对芯片走私流入中国的担忧日益加深。 https://slicast.com/ko/article/fou5cn Slicast ko 2026-11-06T21:27:27.000Z 엔비디아는 중국으로의 밀반출 우려가 커지는 가운데 동남아시아에서 AI 칩에 대한 추적을 강화하고 있다고 TechRepublic이 보도했다. https://slicast.com/commentary/nuscale-2026-11-06 Slicast en 2026-11-06T21:17:00.466Z NuScale Power Q3 2026 Results, November 2026: 13.6% Session Gain in Nuclear Sector Rebound https://slicast.com/zh/commentary/nuscale-2026-11-06 Slicast zh-cn 2026-11-06T21:17:00.466Z NuScale Power 2026年第三季度业绩，2026年11月：核能板块反弹中单日涨幅13.6% https://slicast.com/article/rppmlu Slicast en 2026-11-06T21:16:53.000Z Applied Compute raised $350M at a $3.25B valuation, and its run rate hit $100M in under 18 months, per Wowtale. https://slicast.com/zh/article/rppmlu Slicast zh-cn 2026-11-06T21:16:53.000Z 据Wowtale报道，Applied Compute以32.5亿美元（$3.25B）估值融资3.5亿美元（$350M），其年化收入运行率在18个月内达到1亿美元（$100M）。 https://slicast.com/ko/article/rppmlu Slicast ko 2026-11-06T21:16:53.000Z Applied Compute는 기업가치 32억 5천만 달러로 3억 5천만 달러를 투자받았으며, Wowtale에 따르면 연간 매출 런레이트(run rate)가 18개월 미만에 1억 달러에 도달했다. https://slicast.com/article/l1a10n Slicast en 2026-11-06T21:11:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death'; CRWV, IREN, NBIS Extend Slide https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-06T21:11:00.000Z Musk 警告 200+ neocloud "金鱼级灭绝",CoreWeave 债务市场几近关闭 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-06T21:11:00.000Z Elon Musk "네오클라우드 200여 곳, 구피 수준의 죽음 직면" 발언… CRWV, IREN, NBIS 하락세 지속 https://slicast.com/article/19mat2y Slicast en 2026-11-06T21:09:00.000Z Gartner Says Over $3.5 Trillion of AI Infrastructure Spending Could Be Exposed to Impairment by the End of 2030 https://slicast.com/zh/article/19mat2y Slicast zh-cn 2026-11-06T21:09:00.000Z Gartner:到 2030 年逾 $3.5T AI 基础设施投资面临减值,80%+ neocloud 或停止独立运营 https://slicast.com/ko/article/19mat2y Slicast ko 2026-11-06T21:09:00.000Z Gartner, "2030년 말까지 3조 5천억 달러 이상의 AI 인프라 투자가 손상 위험에 노출될 수 있다"고 밝혔다. https://slicast.com/article/wogds0 Slicast en 2026-11-06T21:08:00.000Z NVIDIA's next-gen Rubin GPUs enter production, gets HBM4 samples from all major DRAM makers https://slicast.com/zh/article/wogds0 Slicast zh-cn 2026-11-06T21:08:00.000Z NVIDIA Vera Rubin 量产推进中,HBM4 供应链 SK Hynix 占逾 54% 份额,TSMC 先进封装仍为瓶颈 https://slicast.com/ko/article/wogds0 Slicast ko 2026-11-06T21:08:00.000Z NVIDIA의 차세대 Rubin GPU, 양산 단계 진입… 주요 DRAM 제조사 전사로부터 HBM4 샘플 확보 https://slicast.com/article/haa80t Slicast en 2026-11-06T21:05:00.000Z Anthropic IPO Valuation Talks Fall to $1.2T After AI Stock Selloff https://slicast.com/zh/article/haa80t Slicast zh-cn 2026-11-06T21:05:00.000Z Anthropic IPO 目标估值从 $1.5T 大幅下调至约 $1.2T,路演拟于 11 月 9 日当周启动 https://slicast.com/ko/article/haa80t Slicast ko 2026-11-06T21:05:00.000Z Anthropic IPO 기업가치 협상, AI 주가 급락에 1.2조 달러로 하락 https://slicast.com/article/8mlcsf Slicast en 2026-11-06T21:04:00.000Z CoreWeave Stock Gains Friday: What's Happening? https://slicast.com/zh/article/8mlcsf Slicast zh-cn 2026-11-06T21:04:00.000Z CoreWeave 周五收涨 10.83% 至 $48.39,但据报道债务 $516 亿、负自由现金流 $136.6 亿;周二发布财报 https://slicast.com/ko/article/8mlcsf Slicast ko 2026-11-06T21:04:00.000Z CoreWeave 주가 금요일 상승: 무슨 일이 있었나? https://slicast.com/article/3ird0k Slicast en 2026-11-06T21:03:00.000Z Google Plans $17 Billion Wyoming Data Center; Google Takes Over Wyoming Data Center That Crusoe Had Pitched https://slicast.com/zh/article/3ird0k Slicast zh-cn 2026-11-06T21:03:00.000Z Google 豪掷 $170 亿接管怀俄明州数据中心,收购 Crusoe 未落地项目,承诺 100% 自付电费 + CCS https://slicast.com/ko/article/3ird0k Slicast ko 2026-11-06T21:03:00.000Z Google, 와이오밍 데이터센터에 170억 달러 투자 계획… 크루소가 제안했던 와이오밍 데이터센터 인수 https://slicast.com/article/pd1rkl Slicast en 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock https://slicast.com/zh/article/pd1rkl Slicast zh-cn 2026-11-06T21:02:00.000Z 中期选举民主党大胜 — Nasdaq 100 单日暴跌 6.4%、蒸发 $2.3T,Sanders 喊话"立即全国数据中心禁令" https://slicast.com/ko/article/pd1rkl Slicast ko 2026-11-06T21:02:00.000Z Top Democrats call to rein in AI buildout after midterms sweep; AI stocks hammered by midterm shock Translation: 중간선거 대승 이후 민주당 상위 지도부, AI 인프라 확장 억제 촉구; 중간선거 충격에 AI 주식 급락 https://slicast.com/article/1q2u1m3 Slicast en 2026-11-06T21:01:00.000Z IREN Stock Rises 18% as AI Cloud Revenue Jumps 182% to $200M; Cloudflare Just Had Its "Best Quarter Ever" on the Day Tech Crashed https://slicast.com/zh/article/1q2u1m3 Slicast zh-cn 2026-11-06T21:01:00.000Z IREN Q1 FY27 财报超预期:AI 云营收暴增 182% 至 $2 亿,86% 毛利率带动板块全面反弹 https://slicast.com/ko/article/1q2u1m3 Slicast ko 2026-11-06T21:01:00.000Z IREN 주가, AI 클라우드 매출 182% 급증해 2억 달러 기록하며 18% 상승... 기술주 폭락일 Cloudflare는 "역대 최고 분기" 달성 https://slicast.com/commentary/oklo-2026-11-06 Slicast en 2026-11-06T21:00:27.972Z Oklo Surges 24% in November 2026 as Reports Cite Narrower Loss and Nuclear Sector Rebound; Wedbush Initiates with Buy https://slicast.com/zh/commentary/oklo-2026-11-06 Slicast zh-cn 2026-11-06T21:00:27.972Z Oklo（OKLO）2026年11月单日涨24%：报道援引亏损收窄及核能板块反弹，Wedbush启动买入覆盖 https://slicast.com/commentary/applied-digital-2026-11-06 Slicast en 2026-11-06T20:22:05.542Z Applied Digital (APLD) Financing Squeeze and Stock Volatility, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-06 Slicast zh-cn 2026-11-06T20:22:05.542Z Applied Digital（APLD）：融资压力与股价震荡，2026年11月 https://slicast.com/brief/2026-11-07 Slicast en 2026-11-06T20:08:14.865Z Latest AI Infrastructure News: November 7, 2026 https://slicast.com/zh/brief/2026-11-07 Slicast zh-cn 2026-11-06T20:08:14.865Z AI 基础设施新闻早报 · 2026年11月7日 https://slicast.com/ko/brief/2026-11-07 Slicast ko 2026-11-06T20:08:14.865Z 최신 AI 인프라 뉴스 · 2026년 11월 7일 https://slicast.com/article/s4bfho Slicast en 2026-11-06T19:40:07.000Z Brookfield (BAM) has posted the transcript of its Q3 2026 earnings call. https://slicast.com/zh/article/s4bfho Slicast zh-cn 2026-11-06T19:40:07.000Z Brookfield（BAM）已发布其2026年第三季度财报电话会议的文字实录。 https://slicast.com/ko/article/s4bfho Slicast ko 2026-11-06T19:40:07.000Z Brookfield(BAM)가 2026년 3분기 실적 발표 콜의 녹취록을 공개했습니다.