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/jsywvy Slicast en 2026-10-28T12:20:14.000Z China has introduced new export curbs that define which of its AI technologies are restricted from leaving the country. https://slicast.com/zh/article/jsywvy Slicast zh-cn 2026-10-28T12:20:14.000Z 中国出台新的出口管制措施，明确界定了哪些人工智能技术禁止出境。 https://slicast.com/ko/article/jsywvy Slicast ko 2026-10-28T12:20:14.000Z 중국은 자국의 어떤 AI 기술이 해외 반출이 제한되는지를 규정하는 새로운 수출 규제를 도입했다. https://slicast.com/article/txfz5l Slicast en 2026-10-28T11:51:26.000Z OpenAI reportedly plans to buy Google's AI chips to expand its computing capacity, reducing its reliance on Nvidia. https://slicast.com/zh/article/txfz5l Slicast zh-cn 2026-10-28T11:51:26.000Z OpenAI 据报道计划采购谷歌的 AI 芯片以扩充算力,从而降低对 Nvidia 的依赖。 https://slicast.com/ko/article/txfz5l Slicast ko 2026-10-28T11:51:26.000Z OpenAI는 컴퓨팅 역량을 확충하기 위해 Google의 AI 칩을 구매할 계획인 것으로 전해졌으며, 이를 통해 Nvidia 의존도를 낮출 방침이다. https://slicast.com/article/j9pp9r Slicast en 2026-10-28T10:48:35.000Z SK hynix reports record profit of about $62 billion and says its DRAM and HBM output is booked through 2029. https://slicast.com/zh/article/j9pp9r Slicast zh-cn 2026-10-28T10:48:35.000Z SK海力士公布创纪录利润,约合620亿美元,并表示其DRAM和HBM产能已预订至2029年。 https://slicast.com/ko/article/j9pp9r Slicast ko 2026-10-28T10:48:35.000Z SK hynix, 사상 최대 실적 기록... 약 620억 달러 규모 이익 Let me correct that draft: the translation should be a clean sentence. SK hynix, 약 620억 달러의 사상 최대 이익 발표... DRAM과 HBM 생산 물량이 2029년까지 예약됐다고 밝혀 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/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 https://slicast.com/commentary/qualcomm-2026-10-27 Slicast en 2026-10-27T21:22:34.922Z Qualcomm Data Center Pivot, October 2026: BlueChip, Huawei Patent Deal, and Reported $60 Billion Amazon Partnership Reshape the Growth Thesis https://slicast.com/zh/commentary/qualcomm-2026-10-27 Slicast zh-cn 2026-10-27T21:22:34.922Z 高通数据中心战略转型，2026年10月：BlueChip本土化、华为专利协议与亚马逊合作重塑增长逻辑 https://slicast.com/article/y7gbkq Slicast en 2026-10-27T21:11:00.000Z AI data centers drive cooling, power, modular infrastructure demand https://slicast.com/zh/article/y7gbkq Slicast zh-cn 2026-10-27T21:11:00.000Z AI数据中心机架功率密度从30-40kW向"数百kW级"跃升,电力成为扩张首要硬约束;JLL预测全球容量2030年翻倍至200GW https://slicast.com/commentary/astera-labs-2026-10-27 Slicast en 2026-10-27T21:10:53.179Z Astera Labs Stock October 2026: PCIe 6 Switches, CXL Memory Controllers, and Record Revenue https://slicast.com/zh/commentary/astera-labs-2026-10-27 Slicast zh-cn 2026-10-27T21:10:53.179Z Astera Labs 2026年10月：PCIe 6交换机、CXL内存控制器与创纪录营收 https://slicast.com/article/121fc8q Slicast en 2026-10-27T21:10:00.000Z Bigger than the railroads: The staggering money behind AI's data center buildout https://slicast.com/zh/article/121fc8q Slicast zh-cn 2026-10-27T21:10:00.000Z Boston Globe深度:AI数据中心建设规模超越历史所有基础设施浪潮——每GW造价$300–$410亿,美国2032年前累计支出或达$9万亿 https://slicast.com/ko/article/121fc8q Slicast ko 2026-10-27T21:10:00.000Z 철도 산업보다 큰 규모: AI 데이터센터 구축 뒤에 놓인 막대한 자금 https://slicast.com/article/z2k1sl Slicast en 2026-10-27T21:09:00.000Z Data Center Backlash Puts AI Infrastructure Projects at Credit Risk https://slicast.com/zh/article/z2k1sl Slicast zh-cn 2026-10-27T21:09:00.000Z 社区阻力与信用风险:Q2美国近$680亿数据中心项目受阻,146个项目延迟或取消 https://slicast.com/article/1130o5q Slicast en 2026-10-27T21:07:00.000Z IREN Has $4 Billion of Contracted AI Revenue and a $10 Billion Market Cap. Why the Gap? https://slicast.com/zh/article/1130o5q Slicast zh-cn 2026-10-27T21:07:00.000Z IREN:FY2026营收$7.07亿(+41%),AI Cloud ARR升至$10亿;$40亿合同营收对比$100亿市值折价凸显neocloud系统性重定价 https://slicast.com/ko/article/1130o5q Slicast ko 2026-10-27T21:07:00.000Z IREN, 계약 기준 AI 매출 40억 달러 보유… 시가총액은 100억 달러인데 왜 차이가 날까? https://slicast.com/article/t9o7g0 Slicast en 2026-10-27T21:06:00.000Z Microsoft's 60,000 Employee Buyouts https://slicast.com/zh/article/t9o7g0 Slicast zh-cn 2026-10-27T21:06:00.000Z Microsoft向全球约6万名员工(约27%劳动力)开放自愿离职计划,同期AI资本开支维持$1,750亿全年指引 https://slicast.com/ko/article/t9o7g0 Slicast ko 2026-10-27T21:06:00.000Z Microsoft의 60,000명 직원 퇴직 매수 제안 https://slicast.com/article/1osa8nv Slicast en 2026-10-27T21:05:00.000Z China's Draft Export Controls Cover 23 AI Technologies, From Weights to Agent Orchestration https://slicast.com/zh/article/1osa8nv Slicast zh-cn 2026-10-27T21:05:00.000Z 中国商务部提议对23项AI技术实施出口管制,涵盖模型权重、智能体及算力集群;征求意见至11月15日 https://slicast.com/ko/article/1osa8nv Slicast ko 2026-10-27T21:05:00.000Z 중국의 수출 통제 초안, AI 기술 23개 대상으로 확대... 가중치에서 에이전트 오케스트레이션까지 https://slicast.com/article/1uczisp Slicast en 2026-10-27T21:04:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-27T21:04:00.000Z NVIDIA在GTC Berlin宣布与6家供应商签约,供应商承诺总额已达$2,790亿;Rubin GPU携288GB HBM4 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-27T21:04:00.000Z 엔비디아, 생산 능력 확보를 위해 AI 가속기 공급망 구축에 자금 지원 https://slicast.com/article/10efzpn Slicast en 2026-10-27T21:02:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/10efzpn Slicast zh-cn 2026-10-27T21:02:00.000Z CoreWeave CDS升至1,115bp困境阈值,债券收益率15.78%;Musk放话"200+个neocloud将被消灭",CRWV/IREN/NBIS集体下挫 https://slicast.com/ko/article/10efzpn Slicast ko 2026-10-27T21:02:00.000Z 일론 머스크 "200개 넘는 네오클라우드, 구피 수준의 죽음 직면" https://slicast.com/article/pw8uxq Slicast en 2026-10-27T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/pw8uxq Slicast zh-cn 2026-10-27T21:01:00.000Z Anthropic向Nasdaq递交S-1:目标估值$2T,H1营收$163亿(同比+1368%),同步披露$630亿Broadcom芯片融资安排 https://slicast.com/ko/article/pw8uxq Slicast ko 2026-10-27T21:01:00.000Z Anthropic, 나스닥 상장을 위해 기업가치 최대 2조 달러 목표로 IPO 신청서 제출 https://slicast.com/commentary/nuscale-2026-10-27 Slicast en 2026-10-27T20:58:02.236Z NuScale Power Stock, October 2026: SMR Sector Rally Meets a Pre-Revenue Commercial Test https://slicast.com/zh/commentary/nuscale-2026-10-27 Slicast zh-cn 2026-10-27T20:58:02.236Z NuScale Power股票，2026年10月：SMR板块反弹与商业化验证考验 https://slicast.com/commentary/oracle-2026-10-27 Slicast en 2026-10-27T20:34:03.848Z Oracle OCI Vera Rubin Expansion and Multi-Chip Platform, October 2026 https://slicast.com/zh/commentary/oracle-2026-10-27 Slicast zh-cn 2026-10-27T20:34:03.848Z 甲骨文OCI Vera Rubin扩容与多芯片平台战略，2026年10月 https://slicast.com/commentary/broadcom-2026-10-27 Slicast en 2026-10-27T20:18:53.823Z Broadcom AI Chip Financing, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-27 Slicast zh-cn 2026-10-27T20:18:53.823Z 博通AI芯片融资，2026年10月 https://slicast.com/brief/2026-10-28 Slicast en 2026-10-27T20:06:59.895Z Latest AI Infrastructure News: October 28, 2026 https://slicast.com/zh/brief/2026-10-28 Slicast zh-cn 2026-10-27T20:06:59.895Z AI 基础设施新闻早报 · 2026年10月28日 https://slicast.com/ko/brief/2026-10-28 Slicast ko 2026-10-27T20:06:59.895Z 최신 AI 인프라 뉴스 · 2026년 10월 28일 https://slicast.com/article/1rqoujx Slicast en 2026-10-27T19:14:32.000Z Maxsun plans a compact AI mini PC based on Intel's GPU D270 accelerator with up to 480 GB of memory. https://slicast.com/zh/article/1rqoujx Slicast zh-cn 2026-10-27T19:14:32.000Z Maxsun计划推出一款紧凑型人工智能迷你电脑，基于英特尔GPU D270加速器，内存最高可达480 GB。 https://slicast.com/ko/article/1rqoujx Slicast ko 2026-10-27T19:14:32.000Z Maxsun은 인텔 GPU D270 가속기를 기반으로 최대 480GB 메모리를 탑재한 소형 AI 미니 PC를 계획하고 있다. https://slicast.com/article/v4hfbm Slicast en 2026-10-27T19:01:00.000Z SpaceXAI's GPU deal with Anthropic has nearly tripled to $3.1B per month, according to The Business Journals. https://slicast.com/zh/article/v4hfbm Slicast zh-cn 2026-10-27T19:01:00.000Z SpaceXAI与Anthropic的图形处理器算力合作月度金额近乎增至三倍，达到每月31亿美元。 https://slicast.com/ko/article/v4hfbm Slicast ko 2026-10-27T19:01:00.000Z SpaceXAI와 Anthropic의 GPU 계약 규모가 월 31억 달러로 거의 세 배 가까이 늘어났다고 The Business Journals가 보도했다. https://slicast.com/article/zzwom3 Slicast en 2026-10-27T18:13:14.000Z US grid reliability concerns have sparked talks in Texas about a data center moratorium. https://slicast.com/zh/article/zzwom3 Slicast zh-cn 2026-10-27T18:13:14.000Z 美国电网可靠性担忧已引发得克萨斯州关于暂停数据中心建设的讨论。 https://slicast.com/ko/article/zzwom3 Slicast ko 2026-10-27T18:13:14.000Z 미국 전력망 신뢰성 우려로 텍사스에서 데이터센터 신규 건설 모라토리엄(일시 중단)을 논의하는 움직임이 일고 있다. https://slicast.com/article/10z575w Slicast en 2026-10-27T18:12:07.000Z Oracle is adding Nvidia Vera CPU, Intel Diamond Rapids and Cerebras AI inference to its cloud infrastructure. https://slicast.com/zh/article/10z575w Slicast zh-cn 2026-10-27T18:12:07.000Z 甲骨文正在为其云基础设施增加英伟达Vera CPU、英特尔Diamond Rapids以及Cerebras人工智能推理服务。 https://slicast.com/ko/article/10z575w Slicast ko 2026-10-27T18:12:07.000Z Oracle는 클라우드 인프라에 Nvidia Vera CPU, Intel Diamond Rapids, Cerebras AI 추론 기술을 추가하고 있다. https://slicast.com/article/1e9iay0 Slicast en 2026-10-27T18:11:15.000Z The Daily Telegraph reports an Australian data centre project worth $460m under the headline 'No time to wait'. https://slicast.com/zh/article/1e9iay0 Slicast zh-cn 2026-10-27T18:11:15.000Z 《每日电讯报》报道一个价值$460m的澳大利亚数据中心项目，报道标题为「不能再等」。 https://slicast.com/ko/article/1e9iay0 Slicast ko 2026-10-27T18:11:15.000Z The Daily Telegraph는 4억 6천만 달러 규모의 호주 데이터센터 프로젝트를 보도하며 "No time to wait"이라는 제목을 달았다. https://slicast.com/article/4np9bu Slicast en 2026-10-27T18:06:10.000Z A data centre building boom has hit $18b as energy demand threatens the power grid, Real Estate reports. https://slicast.com/zh/article/4np9bu Slicast zh-cn 2026-10-27T18:06:10.000Z 据《Real Estate》报道，数据中心建设热潮已达$18b，而能源需求正威胁电网。 https://slicast.com/ko/article/4np9bu Slicast ko 2026-10-27T18:06:10.000Z 데이터센터 건설 붐 규모가 180억 달러에 달했다고 Real Estate가 보도했다. 에너지 수요가 전력망을 위협하고 있다. https://slicast.com/article/29kgi2 Slicast en 2026-10-27T18:04:01.000Z Lawfare examines the export control puzzle raised by the U.S.-Taiwan ART. https://slicast.com/zh/article/29kgi2 Slicast zh-cn 2026-10-27T18:04:01.000Z Lawfare分析了美台ART引发的出口管制难题。 https://slicast.com/ko/article/29kgi2 Slicast ko 2026-10-27T18:04:01.000Z Lawfare는 미국-대만 ART가 제기한 수출통제 문제를 검토한다. https://slicast.com/article/ymkb96 Slicast en 2026-10-27T18:03:45.000Z Anthropic has filed for an IPO, while Kedrosky warns that AI bubble risk is building in private markets. https://slicast.com/zh/article/ymkb96 Slicast zh-cn 2026-10-27T18:03:45.000Z Anthropic已提交首次公开募股申请，Kedrosky警告私募市场的人工智能泡沫风险正在累积。 https://slicast.com/ko/article/ymkb96 Slicast ko 2026-10-27T18:03:45.000Z Anthropic이 기업공개(IPO)를 신청한 가운데, Kedrosky는 사모시장에서 AI 버블 위험이 커지고 있다고 경고했다. https://slicast.com/article/ux6ug9 Slicast en 2026-10-27T17:57:17.000Z Oracle will offer Google's TPU AI chip through OCI, becoming the first hyperscaler to offer TPUs outside Google. https://slicast.com/zh/article/ux6ug9 Slicast zh-cn 2026-10-27T17:57:17.000Z 甲骨文将通过OCI提供谷歌的TPU人工智能芯片，成为首家在谷歌之外提供TPU的超大规模云服务商。 https://slicast.com/ko/article/ux6ug9 Slicast ko 2026-10-27T17:57:17.000Z Oracle는 OCI를 통해 Google의 TPU AI 칩을 제공할 예정이며, 이로써 Google 외부에서 TPU를 제공하는 최초의 하이퍼스케일러가 됩니다. https://slicast.com/article/njjtsi Slicast en 2026-10-27T17:47:12.000Z North Carolina's governor and attorney general have called on data center owners to help pay for new power plants. https://slicast.com/zh/article/njjtsi Slicast zh-cn 2026-10-27T17:47:12.000Z 北卡罗来纳州州长与总检察长呼吁数据中心业主出资分摊新建发电厂的成本。 https://slicast.com/ko/article/njjtsi Slicast ko 2026-10-27T17:47:12.000Z 노스캐롤라이나 주지사와 법무장관은 데이터센터 소유주들에게 신규 발전소 건설 비용의 일부를 부담해 달라고 요청했다. https://slicast.com/article/mjyt16 Slicast en 2026-10-27T17:17:49.000Z Amazon has settled its legal battle against AWS managers accused of data center deal kickbacks, while the case continues against Northstar Commercial Partners as defendant. https://slicast.com/zh/article/mjyt16 Slicast zh-cn 2026-10-27T17:17:49.000Z 亚马逊已与被控在数据中心交易中收受回扣的AWS管理人员达成和解，而以Northstar Commercial Partners为被告的诉讼仍将继续。 https://slicast.com/ko/article/mjyt16 Slicast ko 2026-10-27T17:17:49.000Z Amazon가 데이터센터 계약 리베이트 혐의로 기소된 AWS 관리자들과의 법적 분쟁을 합의로 마무리했으며, 피고인 Northstar Commercial Partners에 대한 소송은 계속 진행 중이다. https://slicast.com/article/ety34i Slicast en 2026-10-27T17:15:00.000Z Oracle's blog details NVIDIA Vera Rubin NVL72 and Vera CPUs on OCI. https://slicast.com/zh/article/ety34i Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客介绍了在OCI上部署英伟达Vera Rubin NVL72与Vera CPU的情况。 https://slicast.com/ko/article/ety34i Slicast ko 2026-10-27T17:15:00.000Z Oracle의 블로그는 OCI에서 NVIDIA Vera Rubin NVL72와 Vera CPU를 상세히 소개했다. https://slicast.com/article/1socpzr Slicast en 2026-10-27T17:15:00.000Z Oracle's blog promotes Positron Atlas on OCI for efficient AI inference at scale. https://slicast.com/zh/article/1socpzr Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客推广Positron Atlas在OCI上的应用，主打大规模高效人工智能推理。 https://slicast.com/ko/article/1socpzr Slicast ko 2026-10-27T17:15:00.000Z Oracle's 블로그는 OCI에서 Positron Atlas를 활용해 대규모 AI 추론을 효율적으로 수행하는 방안을 소개하고 있다. https://slicast.com/article/1wrylv8 Slicast en 2026-10-27T17:11:08.000Z Crusoe CEO Defends Rival CoreWeave, Calls Selloff 'Overblown' in Bloomberg report. https://slicast.com/zh/article/1wrylv8 Slicast zh-cn 2026-10-27T17:11:08.000Z Crusoe首席执行官为竞争对手CoreWeave辩护，并称近期的股价抛售‘被夸大了’（据彭博社报道）。 https://slicast.com/ko/article/1wrylv8 Slicast ko 2026-10-27T17:11:08.000Z Crusoe CEO, 경쟁사 CoreWeave 옹호… 주가 하락을 '과도하다'고 평가 (Bloomberg 보도) https://slicast.com/article/1obcnsh Slicast en 2026-10-27T17:08:47.000Z A 24-state ranking of AI data center readiness singles out 10 U.S. states as the strongest candidates. https://slicast.com/zh/article/1obcnsh Slicast zh-cn 2026-10-27T17:08:47.000Z 一项覆盖24个州的人工智能数据中心就绪度排名，将美国10个州列为最具潜力的候选地。 https://slicast.com/ko/article/1obcnsh Slicast ko 2026-10-27T17:08:47.000Z 24개 주를 대상으로 한 AI 데이터센터 준비도 순위에서 미국 10개 주가 가장 유력한 후보지로 꼽혔다. https://slicast.com/article/1u4nh3f Slicast en 2026-10-27T17:02:59.000Z Ferveret's in-rack immersion cooling has been deployed on high-performance computing infrastructure at MIT, with the company claiming up to 35 percent additional compute capacity. https://slicast.com/zh/article/1u4nh3f Slicast zh-cn 2026-10-27T17:02:59.000Z Ferveret的机架内浸没式冷却系统已部署在麻省理工学院的高性能计算基础设施上，该公司称可额外释放高达35%的计算能力。 https://slicast.com/ko/article/1u4nh3f Slicast ko 2026-10-27T17:02:59.000Z Ferveret의 랙 내장형 침수 냉각 기술이 MIT의 고성능 컴퓨팅 인프라에 도입되었으며, 회사 측은 이를 통해 컴퓨팅 용량을 최대 35% 추가로 확보할 수 있다고 밝혔다. https://slicast.com/article/wplc93 Slicast en 2026-10-27T16:56:53.000Z SK Hynix is reportedly selling out its HBM supply to tier-1 customers, leaving Micron to absorb the overflow demand. https://slicast.com/zh/article/wplc93 Slicast zh-cn 2026-10-27T16:56:53.000Z 据报道，SK海力士已将高带宽内存供应基本售罄，优先满足一线客户，溢出的需求则由美光承接。 https://slicast.com/ko/article/wplc93 Slicast ko 2026-10-27T16:56:53.000Z SK하이닉스는 1차 고객사 물량을 사실상 전량 판매한 것으로 전해졌으며, 이에 따라 초과 수요는 마이크론이 떠안게 될 전망이다. https://slicast.com/article/13qkw3l Slicast en 2026-10-27T16:44:00.000Z A public hearing on a Google data center in Hermantown, Minnesota, was shut down by protests and pushed back a day, while the project faces lawsuits and other challenges. https://slicast.com/zh/article/13qkw3l Slicast zh-cn 2026-10-27T16:44:00.000Z 明尼苏达州Hermantown的谷歌数据中心公开听证会因抗议活动而被迫中止，并推迟一天举行，该项目还面临诉讼等其他挑战。 https://slicast.com/ko/article/13qkw3l Slicast ko 2026-10-27T16:44:00.000Z 미네소타주 허먼타운에 들어설 구글 데이터센터에 대한 공청회가 시위로 중단되면서 하루 연기됐으며, 해당 프로젝트는 소송 등 여러 난관에 직면해 있다. https://slicast.com/article/1ggnkvd Slicast en 2026-10-27T16:39:03.000Z L&T is targeting a January 2027 launch for a 10,000-GPU Nvidia AI Factory. https://slicast.com/zh/article/1ggnkvd Slicast zh-cn 2026-10-27T16:39:03.000Z L&T计划于2027年1月推出一个基于英伟达技术、拥有1万颗图形处理器的AI Factory。 https://slicast.com/ko/article/1ggnkvd Slicast ko 2026-10-27T16:39:03.000Z L&T는 Nvidia AI Factory(GPU 10,000개 규모)를 2027년 1월 출시하는 것을 목표로 하고 있다. https://slicast.com/article/1hm8w2p Slicast en 2026-10-27T16:32:44.000Z BitFuFu is considering abandoning its acquisition of an 80MW Bitcoin mine in Ethiopia after a dispute between the current operator and the local electricity supplier. https://slicast.com/zh/article/1hm8w2p Slicast zh-cn 2026-10-27T16:32:44.000Z BitFuFu正考虑放弃收购埃塞俄比亚一座80MW比特币矿场的交易，原因是现任运营商与当地电力供应商之间存在争议。 https://slicast.com/ko/article/1hm8w2p Slicast ko 2026-10-27T16:32:44.000Z BitFuFu, 에티오피아 80MW 비트코인 채굴장 인수 계획을 철회하는 방안을 검토 중이다. 현 운영사와 현지 전력 공급업체 간 분쟁이 원인이다. https://slicast.com/article/ah3g3c Slicast en 2026-10-27T16:30:00.000Z SambaNova and Oracle are collaborating to bring high-performance inference to Oracle Cloud Infrastructure. https://slicast.com/zh/article/ah3g3c Slicast zh-cn 2026-10-27T16:30:00.000Z SambaNova与甲骨文合作，将高性能推理服务引入Oracle Cloud Infrastructure。 https://slicast.com/ko/article/ah3g3c Slicast ko 2026-10-27T16:30:00.000Z SambaNova와 Oracle은 Oracle Cloud Infrastructure에 고성능 추론 기능을 제공하기 위해 협력하고 있습니다. https://slicast.com/article/1ri8kqe Slicast en 2026-10-27T16:24:42.000Z Chip stocks rose for a third straight day, with Micron and AMD up 3 percent as Nvidia and Meta deepened their AI ties. https://slicast.com/zh/article/1ri8kqe Slicast zh-cn 2026-10-27T16:24:42.000Z 芯片股连续第三个交易日上涨，美光与超威半导体涨幅达3%，同时英伟达与Meta加深人工智能合作关系。 https://slicast.com/ko/article/1ri8kqe Slicast ko 2026-10-27T16:24:42.000Z 칩 관련주가 사흘 연속 상승했으며, 엔비디아와 메타가 AI 협력을 강화한 가운데 마이크론과 AMD는 각각 3% 올랐다. https://slicast.com/article/1igkke6 Slicast en 2026-10-27T16:20:25.000Z TSMC is reportedly weighing a 20 percent price increase for CoWoS packaging as AI packaging capacity hits its limit. https://slicast.com/zh/article/1igkke6 Slicast zh-cn 2026-10-27T16:20:25.000Z 据报道，台积电正考虑将CoWoS先进封装价格上调20%，因人工智能封装产能已触及上限。 https://slicast.com/ko/article/1igkke6 Slicast ko 2026-10-27T16:20:25.000Z TSMC는 AI 패키징 생산능력이 한계에 도달함에 따라 CoWoS 패키징 가격을 20% 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/16ncun6 Slicast en 2026-10-27T16:20:00.000Z Three updates have emerged on the proposed 2.1-gigawatt data center campus in Slate Belt township. https://slicast.com/zh/article/16ncun6 Slicast zh-cn 2026-10-27T16:20:00.000Z 关于Slate Belt镇拟建2.1吉瓦数据中心园区的三项最新进展已经公布。 https://slicast.com/ko/article/16ncun6 Slicast ko 2026-10-27T16:20:00.000Z 세틀 벨트 타운십에 추진 중인 2.1기가와트 규모 데이터센터 캠퍼스와 관련해 세 가지 새로운 소식이 나왔다. https://slicast.com/article/8zwubp Slicast en 2026-10-27T16:15:00.000Z The price of data center grid connections in ComEd's service territory could be passed through to ComEd customers. https://slicast.com/zh/article/8zwubp Slicast zh-cn 2026-10-27T16:15:00.000Z ComEd服务区内数据中心的并网接入费用，可能会转嫁给ComEd的用户，影响伊利诺伊州的电费水平。 https://slicast.com/ko/article/8zwubp Slicast ko 2026-10-27T16:15:00.000Z 데이터센터 전력망 연결 비용이 ComEd 서비스 지역에서 ComEd 고객에게 전가될 수 있다. https://slicast.com/article/pu5cl5 Slicast en 2026-10-27T16:13:54.000Z GF describes an 'AI Red Queen Effect' in which hyperscalers keep escalating spending to stay competitive, which it argues drives overinvestment. https://slicast.com/zh/article/pu5cl5 Slicast zh-cn 2026-10-27T16:13:54.000Z GF将超大规模云厂商的竞赛式投资描述为‘AI红皇后效应’，并认为这种效应正在推动过度投资。 https://slicast.com/ko/article/pu5cl5 Slicast ko 2026-10-27T16:13:54.000Z GF는 '**AI 붉은 여왕 효과**'를 제시합니다. 이는 하이퍼스케일러들이 경쟁에서 뒤처지지 않기 위해 지출을 계속 늘리는 현상으로, GF는 이것이 과잉투자를 초래한다고 주장합니다. https://slicast.com/article/havmg Slicast en 2026-10-27T16:10:43.000Z Used & Refurbished Data Center GPU Market Size, Share, https://slicast.com/zh/article/havmg Slicast zh-cn 2026-10-27T16:10:43.000Z 二手及翻新数据中心GPU市场规模、份额、 https://slicast.com/ko/article/havmg Slicast ko 2026-10-27T16:10:43.000Z 중고 및 리퍼비시 데이터센터 GPU 시장 규모, 점유율, https://slicast.com/article/1j5hi9f Slicast en 2026-10-27T16:09:47.000Z Oracle and OpenAI have announced a collaboration to reinvent enterprise computing for the AI era. https://slicast.com/zh/article/1j5hi9f Slicast zh-cn 2026-10-27T16:09:47.000Z 甲骨文与OpenAI宣布合作，旨在为人工智能时代重塑企业计算。 https://slicast.com/ko/article/1j5hi9f Slicast ko 2026-10-27T16:09:47.000Z Oracle와 OpenAI가 AI 시대에 맞춰 기업 컴퓨팅을 혁신하기 위한 협업을 발표했다. https://slicast.com/article/hzcwx3 Slicast en 2026-10-27T16:06:00.000Z Cerebras plans to offer fast AI inference on Oracle Cloud Infrastructure in 2027. https://slicast.com/zh/article/hzcwx3 Slicast zh-cn 2026-10-27T16:06:00.000Z Cerebras计划于2027年在Oracle Cloud Infrastructure上提供快速人工智能推理服务。 https://slicast.com/ko/article/hzcwx3 Slicast ko 2026-10-27T16:06:00.000Z Cerebras는 2027년 Oracle Cloud Infrastructure에서 고속 AI 추론 서비스를 제공할 계획이다. https://slicast.com/article/1s5e26a Slicast en 2026-10-27T16:04:28.000Z NVIDIA and Oracle are expanding Vera Rubin to multi-gigawatt scale and bringing the NVIDIA Vera CPU to Oracle Cloud Infrastructure. https://slicast.com/zh/article/1s5e26a Slicast zh-cn 2026-10-27T16:04:28.000Z 英伟达与甲骨文将Vera Rubin扩展至多吉瓦规模，并将英伟达Vera CPU引入Oracle Cloud Infrastructure。 https://slicast.com/ko/article/1s5e26a Slicast ko 2026-10-27T16:04:28.000Z NVIDIA와 Oracle은 Vera Rubin을 멀티 기가와트 규모로 확장하고, NVIDIA Vera CPU를 Oracle Cloud Infrastructure에 도입한다. https://slicast.com/article/1fa7c11 Slicast en 2026-10-27T16:03:16.000Z Blockmate Ventures is entering the AI compute market with an investment in NVIDIA B200 GPUs. https://slicast.com/zh/article/1fa7c11 Slicast zh-cn 2026-10-27T16:03:16.000Z Blockmate Ventures以投资英伟达B200图形处理器的方式进入人工智能算力市场。 https://slicast.com/ko/article/1fa7c11 Slicast ko 2026-10-27T16:03:16.000Z Blockmate Ventures는 NVIDIA B200 GPU 투자를 통해 AI 컴퓨팅 시장에 진출한다. https://slicast.com/article/ibj549 Slicast en 2026-10-27T16:00:00.000Z OpenAI reportedly trained GPT-6 Astra on more than 100,000 NVIDIA chips in Oracle's cloud. https://slicast.com/zh/article/ibj549 Slicast zh-cn 2026-10-27T16:00:00.000Z 据报道，OpenAI在甲骨文云上使用超过10万颗英伟达芯片训练了人工智能模型GPT-6 Astra。 https://slicast.com/ko/article/ibj549 Slicast ko 2026-10-27T16:00:00.000Z OpenAI는 Oracle 클라우드에서 NVIDIA 칩 10만 개 이상을 사용해 GPT-6 Astra를 훈련한 것으로 전해졌다. https://slicast.com/article/1jvpy41 Slicast en 2026-10-27T15:59:18.000Z Abu Dhabi's G42 is bringing its AI expertise to the UAE and Greece. https://slicast.com/zh/article/1jvpy41 Slicast zh-cn 2026-10-27T15:59:18.000Z 阿布扎比的G42正将其人工智能专长引入阿联酋与希腊。 https://slicast.com/ko/article/1jvpy41 Slicast ko 2026-10-27T15:59:18.000Z G42는 자사의 AI 전문성을 UAE와 그리스에 확대 적용하고 있다. https://slicast.com/article/1iemfld Slicast en 2026-10-27T15:56:15.000Z AI data center developers have proposed 12.5 GW of natural gas-fired power plants to feed 12 data center projects in Southwest PA, according to FracTracker Alliance. https://slicast.com/zh/article/1iemfld Slicast zh-cn 2026-10-27T15:56:15.000Z 人工智能数据中心开发商提议建设12.5吉瓦天然气发电厂，为宾夕法尼亚州西南部的12个数据中心项目供电，相关数据来自FracTracker Alliance。 https://slicast.com/ko/article/1iemfld Slicast ko 2026-10-27T15:56:15.000Z AI 데이터센터 개발사들이 펜실베이니아 남서부의 데이터센터 프로젝트 12곳에 전력을 공급하기 위해 천연가스 발전소 12.5GW 규모를 제안했다고 FracTracker Alliance가 밝혔다. https://slicast.com/article/t7p8mc Slicast en 2026-10-27T15:52:34.000Z Chosun Ilbo reports that global funds are flocking into Chinese tech, with robotics and EVs leading the push for semiconductor self-reliance, tagged to CXMT (ChangXin Memory). https://slicast.com/zh/article/t7p8mc Slicast zh-cn 2026-10-27T15:52:34.000Z 朝鲜日报报道，全球资金正涌入中国科技领域，机器人与电动汽车引领半导体自主化进程，相关报道关联CXMT（长鑫存储）。 https://slicast.com/ko/article/t7p8mc Slicast ko 2026-10-27T15:52:34.000Z 조선일보는 글로벌 자금이 중국 기술주로 몰리고 있으며, 로봇공학과 전기차가 반도체 자립을 주도하고 있다고 보도했다. 관련 기업으로 CXMT(ChangXin Memory)가 함께 언급됐다. https://slicast.com/article/oyc570 Slicast en 2026-10-27T15:51:00.000Z Microsoft's chief executive (SatNad) saw pay slip 6% in a record year, as revenue and operating profit rose, 30 million paid Copilot seats were locked in, 88 data centers were added and $43.8 billion https://slicast.com/zh/article/oyc570 Slicast zh-cn 2026-10-27T15:51:00.000Z 微软首席执行官（SatNad）薪酬在创纪录的一年中下降6%，而公司营收与营业利润增长，付费Copilot席位达3000万个，新增88个数据中心，并向股东返还438亿美元。 https://slicast.com/ko/article/oyc570 Slicast ko 2026-10-27T15:51:00.000Z Microsoft의 최고경영자(SatNad)는 매출과 영업이익이 증가하고 유료 Copilot 좌석 3,000만 개가 확보되었으며 데이터센터 88곳이 추가되고 438억 달러가 주주에게 환원된 사상 최고 실적의 해에 보수가 6% 감소했다. https://slicast.com/article/1t18sze Slicast en 2026-10-27T15:48:18.000Z The Springfield council is debating proposed data center definitions alongside delay bills that would hold up data center projects, per the Springfield Business Journal. https://slicast.com/zh/article/1t18sze Slicast zh-cn 2026-10-27T15:48:18.000Z Springfield市议会正在讨论拟议的数据中心定义，以及可能推迟数据中心项目建设的法案。 https://slicast.com/ko/article/1t18sze Slicast ko 2026-10-27T15:48:18.000Z Springfield 시의회는 Springfield Business Journal 보도에 따르면, 데이터센터 프로젝트를 지연시킬 수 있는 지연 법안과 함께 데이터센터 정의안을 논의하고 있다. https://slicast.com/article/1yawbz7 Slicast en 2026-10-27T15:42:41.000Z Global Data Center Chillers Market Report, 2026 Edition: https://slicast.com/zh/article/1yawbz7 Slicast zh-cn 2026-10-27T15:42:41.000Z 2026年版全球数据中心冷水机组市场报告: https://slicast.com/ko/article/1yawbz7 Slicast ko 2026-10-27T15:42:41.000Z 글로벌 데이터센터 칠러 시장 보고서, 2026년판: https://slicast.com/article/1icw04j Slicast en 2026-10-27T15:42:16.000Z TSMC is reportedly weighing another CoWoS price hike of up to 20% as AI chip demand keeps growing. https://slicast.com/zh/article/1icw04j Slicast zh-cn 2026-10-27T15:42:16.000Z 据报道，台积电正考虑再次上调CoWoS先进封装价格，涨幅最高达20%，原因是AI芯片需求持续增长。 https://slicast.com/ko/article/1icw04j Slicast ko 2026-10-27T15:42:16.000Z TSMC는 AI 칩 수요 증가에 따라 CoWoS 가격을 최대 20% 추가 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/1rz72jn Slicast en 2026-10-27T15:40:42.000Z MENA Data Center Market: Existing and Upcoming Facilities https://slicast.com/zh/article/1rz72jn Slicast zh-cn 2026-10-27T15:40:42.000Z MENA数据中心市场:现有及在建设施 https://slicast.com/ko/article/1rz72jn Slicast ko 2026-10-27T15:40:42.000Z MENA 데이터센터 시장: 기존 및 향후 시설 https://slicast.com/article/1adqwc8 Slicast en 2026-10-27T15:39:39.000Z GCC Data Center Market: Existing and Upcoming Facilities, https://slicast.com/zh/article/1adqwc8 Slicast zh-cn 2026-10-27T15:39:39.000Z GCC数据中心市场:现有及在建设施、 https://slicast.com/ko/article/1adqwc8 Slicast ko 2026-10-27T15:39:39.000Z GCC 데이터센터 시장: 기존 및 신규 시설 https://slicast.com/article/1yexjrm Slicast en 2026-10-27T15:38:41.000Z Africa Data Center Market: Existing and Upcoming Portfolio, https://slicast.com/zh/article/1yexjrm Slicast zh-cn 2026-10-27T15:38:41.000Z 非洲数据中心市场:现有及在建资产组合、 https://slicast.com/ko/article/1yexjrm Slicast ko 2026-10-27T15:38:41.000Z 아프리카 데이터센터 시장: 기존 및 향후 포트폴리오, https://slicast.com/article/12n3e9v Slicast en 2026-10-27T15:38:36.000Z Nidec announced a 3.2MW in-row CDU that will enter mass production next year. https://slicast.com/zh/article/12n3e9v Slicast zh-cn 2026-10-27T15:38:36.000Z 尼得科（Nidec）宣布推出3.2MW列间式冷却液分配单元（CDU），将于明年进入量产。 https://slicast.com/ko/article/12n3e9v Slicast ko 2026-10-27T15:38:36.000Z Nidec, 내년 양산 예정인 3.2MW 인로우(in-row) CDU 발표 https://slicast.com/article/1nebvhl Slicast en 2026-10-27T15:35:42.000Z Thailand Data Center Market: Existing and Upcoming https://slicast.com/zh/article/1nebvhl Slicast zh-cn 2026-10-27T15:35:42.000Z 泰国数据中心市场:现有及在建 https://slicast.com/ko/article/1nebvhl Slicast ko 2026-10-27T15:35:42.000Z 태국 데이터센터 시장: 현황과 향후 전망 https://slicast.com/article/17kq6si Slicast en 2026-10-27T15:34:52.000Z Indonesia Data Center Market: Existing and Upcoming https://slicast.com/zh/article/17kq6si Slicast zh-cn 2026-10-27T15:34:52.000Z 印度尼西亚数据中心市场:现有及在建 https://slicast.com/ko/article/17kq6si Slicast ko 2026-10-27T15:34:52.000Z 인도네시아 데이터센터 시장: 현황 및 향후 전망 https://slicast.com/article/5thbla Slicast en 2026-10-27T15:34:52.000Z Indonesia Data Center Market: Existing and Upcoming https://slicast.com/zh/article/5thbla Slicast zh-cn 2026-10-27T15:34:52.000Z 印度尼西亚数据中心市场:现有及在建 https://slicast.com/ko/article/5thbla Slicast ko 2026-10-27T15:34:52.000Z 인도네시아 데이터센터 시장: 현황 및 향후 전망 https://slicast.com/article/akh82q Slicast en 2026-10-27T15:33:39.000Z Vietnam Data Center Market: Existing and Upcoming https://slicast.com/zh/article/akh82q Slicast zh-cn 2026-10-27T15:33:39.000Z 越南数据中心市场:现有及在建 https://slicast.com/ko/article/akh82q Slicast ko 2026-10-27T15:33:39.000Z 베트남 데이터센터 시장: 현황과 향후 전망 https://slicast.com/article/19n6f6k Slicast en 2026-10-27T15:32:41.000Z Turkey Data Center Market Portfolio: 34 Existing and 4 https://slicast.com/zh/article/19n6f6k Slicast zh-cn 2026-10-27T15:32:41.000Z 土耳其数据中心市场资产组合:现有34处及4 https://slicast.com/ko/article/19n6f6k Slicast ko 2026-10-27T15:32:41.000Z 터키 데이터센터 시장 포트폴리오: 기존 34곳 및 4곳 https://slicast.com/article/11r54iz Slicast en 2026-10-27T15:31:40.000Z Kenya Data Center Market: Existing and Upcoming Portfolio, https://slicast.com/zh/article/11r54iz Slicast zh-cn 2026-10-27T15:31:40.000Z 肯尼亚数据中心市场:现有及在建资产组合、 https://slicast.com/ko/article/11r54iz Slicast ko 2026-10-27T15:31:40.000Z 케냐 데이터센터 시장: 기존 및 향후 포트폴리오, https://slicast.com/article/6axxld Slicast en 2026-10-27T15:30:43.000Z Australia Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/6axxld Slicast zh-cn 2026-10-27T15:30:43.000Z 澳大利亚现有及在建数据中心资产组合 https://slicast.com/ko/article/6axxld Slicast ko 2026-10-27T15:30:43.000Z 호주 기존 및 향후 데이터센터 포트폴리오 https://slicast.com/article/1xo8kr6 Slicast en 2026-10-27T15:30:00.000Z Zetwerk completed a US power transformer installation as grid demand rises. https://slicast.com/zh/article/1xo8kr6 Slicast zh-cn 2026-10-27T15:30:00.000Z Zetwerk完成了一台美国电力变压器的安装，同时电网需求持续攀升。 https://slicast.com/ko/article/1xo8kr6 Slicast ko 2026-10-27T15:30:00.000Z Zetwerk, 미국 변압기 설치 완료... 전력망 수요 증가에 따라 Corrected to a natural headline translation: Zetwerk, 미국 전력용 변압기 설치 완료... 전력망 수요 증가 대응 https://slicast.com/article/1pg4plo Slicast en 2026-10-27T15:29:52.000Z UAE Existing & Upcoming Data Center Market Portfolio and https://slicast.com/zh/article/1pg4plo Slicast zh-cn 2026-10-27T15:29:52.000Z 阿联酋现有及在建数据中心市场资产组合及 https://slicast.com/ko/article/1pg4plo Slicast ko 2026-10-27T15:29:52.000Z UAE 기존 및 향후 데이터센터 시장 포트폴리오 및 https://slicast.com/article/202gww Slicast en 2026-10-27T15:28:40.000Z Saudi Arabia Existing and Upcoming Data Center Market https://slicast.com/zh/article/202gww Slicast zh-cn 2026-10-27T15:28:40.000Z 沙特阿拉伯现有及在建数据中心市场 https://slicast.com/ko/article/202gww Slicast ko 2026-10-27T15:28:40.000Z 사우디아라비아 기존 및 향후 데이터센터 시장 https://slicast.com/article/1qxdf8t Slicast en 2026-10-27T15:25:43.000Z South Africa Existing and Upcoming Data Center Market https://slicast.com/zh/article/1qxdf8t Slicast zh-cn 2026-10-27T15:25:43.000Z 南非现有及在建数据中心市场 https://slicast.com/ko/article/1qxdf8t Slicast ko 2026-10-27T15:25:43.000Z 남아프리카공화국 기존 및 향후 데이터센터 시장 https://slicast.com/article/8sr092 Slicast en 2026-10-27T15:22:40.000Z Taiwan Existing and Upcoming Data Center Market Portfolio, https://slicast.com/zh/article/8sr092 Slicast zh-cn 2026-10-27T15:22:40.000Z 台湾现有及在建数据中心市场资产组合、 https://slicast.com/ko/article/8sr092 Slicast ko 2026-10-27T15:22:40.000Z 대만 기존 및 향후 데이터센터 시장 포트폴리오, https://slicast.com/article/wodl0q Slicast en 2026-10-27T15:21:26.000Z Broadcom (AVGO) may join a $95 billion AI infrastructure fundraise, according to Simply Wall St. https://slicast.com/zh/article/wodl0q Slicast zh-cn 2026-10-27T15:21:26.000Z 据Simply Wall St报道，博通（AVGO）或将参与一笔950亿美元的AI基础设施融资。 https://slicast.com/ko/article/wodl0q Slicast ko 2026-10-27T15:21:26.000Z Simply Wall St에 따르면 Broadcom(AVGO)이 950억 달러 규모의 AI 인프라 자금 조달에 참여할 가능성이 있다. https://slicast.com/article/39v73a Slicast en 2026-10-27T15:20:42.000Z Egypt Data Center Market - Investment Analysis and Growth https://slicast.com/zh/article/39v73a Slicast zh-cn 2026-10-27T15:20:42.000Z 埃及数据中心市场——投资分析与增长 https://slicast.com/ko/article/39v73a Slicast ko 2026-10-27T15:20:42.000Z 이집트 데이터센터 시장 - 투자 분석 및 성장 https://slicast.com/article/74jkct Slicast en 2026-10-27T15:20:31.000Z SoleCrypt raised the planned size of its data center campus in Bizerte, Tunisia, with the first 7MW phase due live in early 2028 to host Vera Rubin GPUs. https://slicast.com/zh/article/74jkct Slicast zh-cn 2026-10-27T15:20:31.000Z SoleCrypt扩大了其位于突尼斯Bizerte的数据中心园区规划，首个7MW阶段预计于2028年初投入运营，将用于承载Vera Rubin GPU。 https://slicast.com/ko/article/74jkct Slicast ko 2026-10-27T15:20:31.000Z SoleCrypt는 튀니지 비제르테에 조성 중인 데이터센터 캠퍼스의 계획 규모를 상향했으며, 베라 루빈 GPU를 탑재할 첫 7MW 단계는 2028년 초 가동될 예정이다. https://slicast.com/article/19bdhai Slicast en 2026-10-27T15:19:40.000Z France Data Center Market Size: Investment Analysis and https://slicast.com/zh/article/19bdhai Slicast zh-cn 2026-10-27T15:19:40.000Z 法国数据中心市场规模:投资分析及 https://slicast.com/ko/article/19bdhai Slicast ko 2026-10-27T15:19:40.000Z 프랑스 데이터센터 시장 규모: 투자 분석 및 https://slicast.com/article/1807ex0 Slicast en 2026-10-27T15:15:47.000Z Moomoo reports on Meta's $97.5B funding plan as AI infrastructure stocks rebound. https://slicast.com/zh/article/1807ex0 Slicast zh-cn 2026-10-27T15:15:47.000Z Moomoo报道，在AI基础设施股票反弹之际，市场正关注Meta的975亿美元融资计划能否带动相关股票进一步上涨。 https://slicast.com/ko/article/1807ex0 Slicast ko 2026-10-27T15:15:47.000Z Moomoo, Meta의 975억 달러 자금 조달 계획을 보도하며 AI 인프라 관련 주식이 반등하고 있다. https://slicast.com/article/jk1qqw Slicast en 2026-10-27T15:14:00.000Z 800 VDC Data Center Power Architecture Market to Reach USD 59.76 Billion by 2034 as AI Racks Outgrow AC Power https://slicast.com/zh/article/jk1qqw Slicast zh-cn 2026-10-27T15:14:00.000Z 到2034年,800 VDC数据中心供电架构市场将达597.6亿美元,因AI机架超越交流供电 https://slicast.com/ko/article/jk1qqw Slicast ko 2026-10-27T15:14:00.000Z 800 VDC 데이터센터 전력 아키텍처 시장, AI 랙의 AC 전력 한계 극복으로 2034년 597억 6천만 달러 규모 전망 https://slicast.com/article/1t7hdgs Slicast en 2026-10-27T15:09:52.000Z Singapore Data Center GPU Market Size, Share, Trends, and https://slicast.com/zh/article/1t7hdgs Slicast zh-cn 2026-10-27T15:09:52.000Z 新加坡数据中心GPU市场规模、份额、趋势及 https://slicast.com/ko/article/1t7hdgs Slicast ko 2026-10-27T15:09:52.000Z 싱가포르 데이터센터 GPU 시장 규모, 점유율, 트렌드 및 https://slicast.com/article/1ps0ytm Slicast en 2026-10-27T15:04:52.000Z Anduril and Qualcomm launched BlueChip to onshore computer manufacturing. https://slicast.com/zh/article/1ps0ytm Slicast zh-cn 2026-10-27T15:04:52.000Z Anduril与高通（Qualcomm）推出BlueChip项目，旨在将计算机制造业务回流本土。 https://slicast.com/ko/article/1ps0ytm Slicast ko 2026-10-27T15:04:52.000Z Anduril과 Qualcomm이 컴퓨터 제조의 국내 생산 전환을 위해 BlueChip을 출범했다. https://slicast.com/article/d48qtg Slicast en 2026-10-27T15:04:00.000Z VivoPower advanced its Norway AI data center project, and a Proactive analyst sees valuation upside. https://slicast.com/zh/article/d48qtg Slicast zh-cn 2026-10-27T15:04:00.000Z VivoPower推进其挪威AI数据中心项目，同时有分析师认为其估值仍有提升空间。 https://slicast.com/ko/article/d48qtg Slicast ko 2026-10-27T15:04:00.000Z VivoPower가 노르웨이 AI 데이터센터 프로젝트를 진전시켰으며, Proactive의 한 애널리스트는 밸류에이션 상승 여력이 있다고 봤다. https://slicast.com/article/1nakrm3 Slicast en 2026-10-27T15:00:48.000Z STTGDC secured a $590m green loan to finance the fit-out and operation of a 70MW campus in Tokyo. https://slicast.com/zh/article/1nakrm3 Slicast zh-cn 2026-10-27T15:00:48.000Z STTGDC获得5.9亿美元绿色贷款，用于为东京70MW园区的内部装修及运营提供资金。 https://slicast.com/ko/article/1nakrm3 Slicast ko 2026-10-27T15:00:48.000Z STTGDC, 도쿄 내 70MW 규모 캠퍼스의 설비 구축 및 운영 자금 조달을 위해 5억 9천만 달러 규모의 그린론을 확보했다. https://slicast.com/article/1x7wpwj Slicast en 2026-10-27T15:00:20.000Z How AI Is Changing the Pace of Discovery for Millions Living With Dementia https://slicast.com/zh/article/1x7wpwj Slicast zh-cn 2026-10-27T15:00:20.000Z AI如何改变数百万痴呆症患者的探索速度 https://slicast.com/ko/article/1x7wpwj Slicast ko 2026-10-27T15:00:20.000Z 치매를 안고 살아가는 수많은 사람들에게 AI가 연구 속도를 바꾸고 있다 https://slicast.com/article/17a6qe6 Slicast en 2026-10-27T14:50:36.000Z The first building at Project Jupiter's data center campus in New Mexico has topped out, with structural work complete and three more buildings to go. https://slicast.com/zh/article/17a6qe6 Slicast zh-cn 2026-10-27T14:50:36.000Z 新墨西哥州Project Jupiter数据中心园区的首栋建筑已完成封顶，结构工程竣工，其余三栋建筑仍待建设。 https://slicast.com/ko/article/17a6qe6 Slicast ko 2026-10-27T14:50:36.000Z Project Jupiter의 뉴멕시코 데이터센터 캠퍼스에서 첫 번째 건물의 상량이 완료되었으며, 구조 공사도 마무리되었습니다. 앞으로 세 개의 건물이 더 남아 있습니다. https://slicast.com/article/1a0by8 Slicast en 2026-10-27T14:33:33.000Z A Substack analysis highlights a record 7,481 MW data center boom and warns about the six-month supply position behind it. https://slicast.com/zh/article/1a0by8 Slicast zh-cn 2026-10-27T14:33:33.000Z 一篇Substack分析文章指出数据中心建设达到创纪录的7,481 MW规模，并警示当前仅有约六个月的供应量。 https://slicast.com/ko/article/1a0by8 Slicast ko 2026-10-27T14:33:33.000Z Substack 분석에 따르면 기록적인 7,481MW 규모의 데이터센터 붐이 일고 있으며, 그 이면의 6개월 공급 상황에 대해 경고가 나온다. https://slicast.com/article/f9bmv5 Slicast en 2026-10-27T14:30:00.000Z TSMC is reportedly weighing a price increase of up to 20% for its CoWoS advanced packaging technology as Nvidia's Blackwell and upcoming Rubin chips intensify pressure on packaging capacity. https://slicast.com/zh/article/f9bmv5 Slicast zh-cn 2026-10-27T14:30:00.000Z 据报道，台积电正考虑将CoWoS先进封装技术价格上调至多20%，英伟达的Blackwell及即将推出的Rubin芯片正加剧封装产能压力。 https://slicast.com/ko/article/f9bmv5 Slicast ko 2026-10-27T14:30:00.000Z TSMC는 Nvidia의 Blackwell 및 차세대 Rubin 칩으로 인해 패키징 생산능력에 대한 압박이 커지는 가운데, CoWoS 첨단 패키징 기술의 가격을 최대 20% 인상하는 방안을 검토하고 있는 것으로 전해졌다. https://slicast.com/article/mcvxcd Slicast en 2026-10-27T14:26:49.000Z Legrand (ENXTPA:LR) launched a product line for AI data center power, and Simply Wall Street reports on the investor reaction to the launch. https://slicast.com/zh/article/mcvxcd Slicast zh-cn 2026-10-27T14:26:49.000Z 罗格朗（ENXTPA:LR）推出了面向AI数据中心的电力产品线，Simply Wall Street报道了投资者对此的反应。 https://slicast.com/ko/article/mcvxcd Slicast ko 2026-10-27T14:26:49.000Z Legrand(ENXTPA:LR)가 AI 데이터센터 전력 제품군을 출시했으며, Simply Wall Street는 이번 출시에 대한 투자자 반응을 보도했다. https://slicast.com/article/1fl1ot4 Slicast en 2026-10-27T14:24:35.000Z Galaxy Digital (NASDAQ:GLXY) shares gapped up after the company reported strong earnings. https://slicast.com/zh/article/1fl1ot4 Slicast zh-cn 2026-10-27T14:24:35.000Z Galaxy Digital（NASDAQ:GLXY）在公布强劲财报后股价跳空高开。 https://slicast.com/ko/article/1fl1ot4 Slicast ko 2026-10-27T14:24:35.000Z Galaxy Digital (NASDAQ:GLXY) 주가는 회사가 견조한 실적을 발표한 후 갭 상승했다. https://slicast.com/article/1sh9392 Slicast en 2026-10-27T14:22:38.000Z Nvidia will invest $3bn in Meta's $97.5bn equity offering, with the agreement centered on Meta's Muse AI agents and Meta's plan to deploy more Nvidia hardware. https://slicast.com/zh/article/1sh9392 Slicast zh-cn 2026-10-27T14:22:38.000Z 英伟达将向Meta的975亿美元股权发行投资30亿美元，该协议围绕Meta的Muse AI智能体展开，Meta计划部署更多英伟达硬件。 https://slicast.com/ko/article/1sh9392 Slicast ko 2026-10-27T14:22:38.000Z Nvidia, Meta의 975억 달러 규모 지분 공모에 30억 달러를 투자할 예정이며, 이번 계약은 Meta의 Muse AI 에이전트와 Meta의 Nvidia 하드웨어 추가 도입 계획을 중심으로 이루어진다. https://slicast.com/article/1hqo1oj Slicast en 2026-10-27T14:22:31.000Z Vertiv completed its $1.45 billion acquisition of UtilityInnovation Group to expand its AI data center power solutions. https://slicast.com/zh/article/1hqo1oj Slicast zh-cn 2026-10-27T14:22:31.000Z 维谛技术完成对UtilityInnovation Group的14.5亿美元收购，以扩展其AI数据中心电力解决方案。 https://slicast.com/ko/article/1hqo1oj Slicast ko 2026-10-27T14:22:31.000Z Vertiv, AI 데이터센터 전력 솔루션 사업을 확대하기 위해 UtilityInnovation Group 인수(14억 5천만 달러)를 완료했다. https://slicast.com/article/1p1wbnh Slicast en 2026-10-27T14:19:38.000Z BNEF raised its US energy storage deployment forecast by 30%, as hyperscalers' interest in on-site and nearby storage has converted into firm orders this year. https://slicast.com/zh/article/1p1wbnh Slicast zh-cn 2026-10-27T14:19:38.000Z BNEF将美国储能部署预测上调30%，因超大规模云厂商对现场及周边储能的兴趣今年已转化为确定订单。 https://slicast.com/ko/article/1p1wbnh Slicast ko 2026-10-27T14:19:38.000Z BNEF는 올해 하이퍼스케일러들의 현장 및 인근 에너지 저장장치에 대한 관심이 확정 주문으로 이어지면서 미국 에너지 저장장치 설치 전망치를 30% 상향 조정했다. https://slicast.com/article/1q0irsf Slicast en 2026-10-27T14:13:43.000Z Jingjia Microelectronics (景嘉微) published its 2026 third-quarter report, a periodic disclosure from a domestic Chinese GPU maker. https://slicast.com/zh/article/1q0irsf Slicast zh-cn 2026-10-27T14:13:43.000Z 景嘉微发布2026年第三季度报告，这是一家国产GPU企业的定期披露。 https://slicast.com/article/2cbagm Slicast en 2026-10-27T14:10:10.000Z Simplismart raised $14 million in a Series B round to turn AI models and GPU capacity into business-ready inference services. https://slicast.com/zh/article/2cbagm Slicast zh-cn 2026-10-27T14:10:10.000Z Simplismart完成1400万美元B轮融资，旨在将AI模型与GPU算力转化为可直接用于商业的推理服务。 https://slicast.com/ko/article/2cbagm Slicast ko 2026-10-27T14:10:10.000Z Simplismart가 Series B 라운드에서 1,400만 달러를 조달했다. 이번 투자금은 AI 모델과 GPU 역량을 기업이 바로 활용할 수 있는 추론(inference) 서비스로 전환하는 데 쓰일 예정이다. https://slicast.com/article/aaboel Slicast en 2026-10-27T14:08:46.000Z Splight's grid work in Chile is serving as a proof point for its expansion into the United States. https://slicast.com/zh/article/aaboel Slicast zh-cn 2026-10-27T14:08:46.000Z Splight在智利的电网项目，正成为其拓展美国市场的成功范例。 https://slicast.com/ko/article/aaboel Slicast ko 2026-10-27T14:08:46.000Z Splight의 칠레 그리드 사업은 미국 시장 확장을 위한 실증 사례로 활용되고 있다. https://slicast.com/article/1h1md1v Slicast en 2026-10-27T14:08:17.000Z A University of Houston Hobby School survey finds high levels of concern among Texans about data centers and artificial intelligence. https://slicast.com/zh/article/1h1md1v Slicast zh-cn 2026-10-27T14:08:17.000Z 休斯顿大学霍比学院的一项调查显示，德州居民对数据中心和AI普遍高度担忧。 https://slicast.com/ko/article/1h1md1v Slicast ko 2026-10-27T14:08:17.000Z Houston 대학교 Hobby 스쿨의 설문조사에 따르면, 텍사스 주민들은 데이터센터와 인공지능에 대해 높은 수준의 우려를 나타내고 있다. https://slicast.com/article/5q8wv0 Slicast en 2026-10-27T13:54:29.000Z Samsung is poised to overtake SK Hynix in HBM revenue for the first time, with its share near 40% in the fourth quarter. https://slicast.com/zh/article/5q8wv0 Slicast zh-cn 2026-10-27T13:54:29.000Z 三星有望首次在HBM收入上超越SK海力士，第四季度市场份额接近40%。 https://slicast.com/ko/article/5q8wv0 Slicast ko 2026-10-27T13:54:29.000Z Samsung는 4분기 HBM 매출 점유율이 40%에 육박하며, 사상 처음으로 SK Hynix를 제칠 전망이다. https://slicast.com/article/1vsqsgo Slicast en 2026-10-27T13:53:32.000Z Bitcoin mining firm Luxor raised $16 million to scale its AI compute trading and hardware business. https://slicast.com/zh/article/1vsqsgo Slicast zh-cn 2026-10-27T13:53:32.000Z 比特币矿企Luxor完成1600万美元融资，用于扩大其AI算力交易及硬件业务。 https://slicast.com/ko/article/1vsqsgo Slicast ko 2026-10-27T13:53:32.000Z 비트코인 채굴업체 Luxor가 AI 컴퓨팅 거래 및 하드웨어 사업 확장을 위해 1,600만 달러를 조달했다. https://slicast.com/article/1njlqrf Slicast en 2026-10-27T13:52:43.000Z Nebius Group shares jumped following funding secured for a data center in France. https://slicast.com/zh/article/1njlqrf Slicast zh-cn 2026-10-27T13:52:43.000Z Nebius Group股价在其法国数据中心获得融资后上涨。 https://slicast.com/ko/article/1njlqrf Slicast ko 2026-10-27T13:52:43.000Z Nebius Group 주가는 프랑스 데이터센터 자금 조달 소식에 힘입어 급등했다. https://slicast.com/article/10dp2sl Slicast en 2026-10-27T13:52:12.000Z Allegro launched new products for AI data center power systems. https://slicast.com/zh/article/10dp2sl Slicast zh-cn 2026-10-27T13:52:12.000Z Allegro推出了面向AI数据中心电力系统的新产品。 https://slicast.com/ko/article/10dp2sl Slicast ko 2026-10-27T13:52:12.000Z Allegro, AI 데이터센터 전력 시스템용 신제품 출시. https://slicast.com/article/1spjr31 Slicast en 2026-10-27T13:48:00.000Z Goodman Group (ASX:GMG) is expanding its data centre platform following its FY26 results. https://slicast.com/zh/article/1spjr31 Slicast zh-cn 2026-10-27T13:48:00.000Z Goodman Group（ASX:GMG）在2026财年业绩公布后扩大其数据中心平台。 https://slicast.com/ko/article/1spjr31 Slicast ko 2026-10-27T13:48:00.000Z Goodman Group (ASX:GMG)은 FY26 실적 발표에 이어 데이터센터 플랫폼을 확장하고 있다. https://slicast.com/article/skyiqp Slicast en 2026-10-27T13:47:23.000Z PJM is urging FERC to dismiss a complaint by FirstEnergy's Monongahela Power, which PJM calls a 'fishing expedition' seeking to recoup $145 million tied to PJM's advanced scheduling of gas-fired plant https://slicast.com/zh/article/skyiqp Slicast zh-cn 2026-10-27T13:47:23.000Z PJM正敦促FERC驳回FirstEnergy旗下Monongahela Power的申诉，PJM称其为'漫无目的的取证式调查'，该公司寻求追回1.45亿美元，争议涉及PJM在Winter Storm Fern期间对燃气电厂的提前调度安排。 https://slicast.com/ko/article/skyiqp Slicast ko 2026-10-27T13:47:23.000Z PJM은 FirstEnergy 산하 Monongahela Power가 제기한 민원을 기각해 달라고 FERC에 요청하고 있으며, 이를 "증거 찾기식 탐색(fishing expedition)"이라고 규정했다. Monongahela Power는 Winter Storm Fern 기간 PJM이 가스발전소의 가동을 사전에 예약(advanced scheduling)한 https://slicast.com/article/q4n32y Slicast en 2026-10-27T13:43:52.000Z KBW analysts say Anthropic's AMD and overseas lease plans would favor Core Scientific and TeraWulf, but backstops are still required. https://slicast.com/zh/article/q4n32y Slicast zh-cn 2026-10-27T13:43:52.000Z KBW分析师认为，Anthropic的AMD相关计划及海外租赁计划将利好Core Scientific和TeraWulf，但仍需要兜底担保。 https://slicast.com/ko/article/q4n32y Slicast ko 2026-10-27T13:43:52.000Z KBW 애널리스트들은 Anthropic의 AMD 및 해외 임대 계획이 Core Scientific과 TeraWulf에 유리할 것으로 분석했으나, 여전히 백스톱(지급보증)이 필요하다고 밝혔다. https://slicast.com/article/ugkkyo Slicast en 2026-10-27T13:41:34.000Z Wall Street banks and Blackstone are partnering to provide $63 billion in financing to support Anthropic's purchase of Broadcom AI chips. https://slicast.com/zh/article/ugkkyo Slicast zh-cn 2026-10-27T13:41:34.000Z 华尔街银行与黑石集团合作，将提供630亿美元融资，支持Anthropic采购博通AI芯片。 https://slicast.com/ko/article/ugkkyo Slicast ko 2026-10-27T13:41:34.000Z 월가 은행들과 블랙스톤이 Anthropic의 Broadcom AI 칩 구매를 지원하기 위해 630억 달러 규모의 자금을 공동으로 조달한다. https://slicast.com/article/1ar7iyl Slicast en 2026-10-27T13:32:34.000Z Reports say China's AI bubble has burst, with the STAR50 index down 40% and $480 billion in market value wiped out. https://slicast.com/zh/article/1ar7iyl Slicast zh-cn 2026-10-27T13:32:34.000Z 据报道，中国AI泡沫已经破裂，STAR50指数下跌40%，市值蒸发4800亿美元。 https://slicast.com/ko/article/1ar7iyl Slicast ko 2026-10-27T13:32:34.000Z 중국 AI 거품이 꺼졌다는 보도가 나오고 있다. 과학혁신판(STAR50) 지수는 40% 하락했고, 시가총액 4,800억 달러가 증발했다. https://slicast.com/article/dajjd Slicast en 2026-10-27T13:32:00.000Z Meta plans to raise $95 billion to fund AI infrastructure, with NVIDIA committing $3 billion. https://slicast.com/zh/article/dajjd Slicast zh-cn 2026-10-27T13:32:00.000Z Meta计划为AI基础设施融资950亿美元，英伟达承诺出资30亿美元。 https://slicast.com/ko/article/dajjd Slicast ko 2026-10-27T13:32:00.000Z Meta는 AI 인프라 투자를 위해 950억 달러를 조달할 계획이며, NVIDIA는 30억 달러를 출자할 예정이다. https://slicast.com/article/aep54z Slicast en 2026-10-27T13:23:00.000Z Bloom Energy has deployed fuel cells at Nebius's New Jersey data center. https://slicast.com/zh/article/aep54z Slicast zh-cn 2026-10-27T13:23:00.000Z Bloom Energy已在Nebius位于新泽西州的数据中心部署燃料电池。 https://slicast.com/ko/article/aep54z Slicast ko 2026-10-27T13:23:00.000Z Bloom Energy는 Nebius의 뉴저지 데이터센터에 연료전지를 설치했다. https://slicast.com/article/gcalc Slicast en 2026-10-27T13:19:49.000Z CenterPoint expanded its 10-year capital plan by $4 billion to handle load growth, bringing its investment plan through 2035 to almost $71 billion. https://slicast.com/zh/article/gcalc Slicast zh-cn 2026-10-27T13:19:49.000Z CenterPoint将其10年资本规划增加40亿美元以应对负荷增长，截至2035年的投资计划总额升至接近710亿美元。 https://slicast.com/ko/article/gcalc Slicast ko 2026-10-27T13:19:49.000Z CenterPoint는 부하 증가에 대응하기 위해 10년 자본 계획을 40억 달러 확대했으며, 2035년까지의 투자 계획은 약 710억 달러에 이르게 되었습니다. https://slicast.com/article/srjxxe Slicast en 2026-10-27T13:05:30.000Z Masdar and Khazna plan to supply clean energy for data centres in Greece. https://slicast.com/zh/article/srjxxe Slicast zh-cn 2026-10-27T13:05:30.000Z Masdar与Khazna计划为希腊的数据中心提供清洁能源。 https://slicast.com/ko/article/srjxxe Slicast ko 2026-10-27T13:05:30.000Z Masdar과 Khazna는 그리스 데이터센터에 청정 에너지를 공급할 계획이다. https://slicast.com/article/pjs0xf Slicast en 2026-10-27T13:02:28.000Z Nivida has backed AI inference optimisation startup Simplismart. https://slicast.com/zh/article/pjs0xf Slicast zh-cn 2026-10-27T13:02:28.000Z Nivida已投资AI推理优化初创公司Simplismart。 https://slicast.com/ko/article/pjs0xf Slicast ko 2026-10-27T13:02:28.000Z Nivida는 AI 추론 최적화 스타트업 Simplismart에 투자했다. https://slicast.com/article/149q6as Slicast en 2026-10-27T13:00:00.000Z Allegro MicroSystems has introduced new power and cooling solutions for sustainable 800V AI data centers. https://slicast.com/zh/article/149q6as Slicast zh-cn 2026-10-27T13:00:00.000Z Allegro MicroSystems推出面向可持续800V AI数据中心的新型供电与散热方案。 https://slicast.com/ko/article/149q6as Slicast ko 2026-10-27T13:00:00.000Z Allegro MicroSystems, 지속 가능한 800V AI 데이터센터를 위한 새로운 전력 및 냉각 솔루션을 출시했다. https://slicast.com/article/w27aij Slicast en 2026-10-27T12:00:00.000Z Vertiv Holdings Co files 8-K: completion of an acquisition or disposition, Regulation FD disclosure https://slicast.com/zh/article/w27aij Slicast zh-cn 2026-10-27T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/wh29c5 Slicast en 2026-10-27T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/wh29c5 Slicast zh-cn 2026-10-27T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/xp1s0o Slicast en 2026-10-27T12:00:00.000Z Broadcom files 8-K: creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/xp1s0o Slicast zh-cn 2026-10-27T12:00:00.000Z Broadcom 提交 8-K：重大事件 https://slicast.com/article/b22g3q Slicast en 2026-10-27T11:49:00.000Z Following Anthropic's IPO filing, DA Davidson upgraded Broadcom, arguing the AI cycle is not over. https://slicast.com/zh/article/b22g3q Slicast zh-cn 2026-10-27T11:49:00.000Z 继Anthropic提交IPO申请后,DA Davidson上调了Broadcom的评级,认为AI周期尚未结束。 https://slicast.com/ko/article/b22g3q Slicast ko 2026-10-27T11:49:00.000Z Anthropic의 IPO 신고서 제출에 따라 DA Davidson은 AI 사이클이 끝나지 않았다는 점을 근거로 Broadcom의 투자의견을 상향 조정했다. https://slicast.com/article/15gpu80 Slicast en 2026-10-27T11:34:31.000Z Analyst note on CoreWeave's 526 MW lease, which anchors a 5.7 GW power pipeline and broader AI data center expansion. https://slicast.com/zh/article/15gpu80 Slicast zh-cn 2026-10-27T11:34:31.000Z CoreWeave 526 MW 租约的分析师点评,该租约支撑了其 5.7 GW 电力管线及更广泛的 AI 数据中心扩张。 https://slicast.com/ko/article/15gpu80 Slicast ko 2026-10-27T11:34:31.000Z CoreWeave의 526MW 임대 계약에 대한 애널리스트 노트로, 이 계약은 5.7GW 규모의 전력 파이프라인과 더 넓은 AI 데이터센터 확장의 核心 축을 이룹니다. Wait, I need to correct that: I accidentally inserted a Han character. Here is the corrected translation: https://slicast.com/article/1ql2gmu Slicast en 2026-10-27T11:23:57.000Z Anthropic agreed to a $63 billion lien financing arrangement to lease Broadcom AI chips, with Wall Street banks arranging the funding. https://slicast.com/zh/article/1ql2gmu Slicast zh-cn 2026-10-27T11:23:57.000Z Anthropic同意达成一项630亿美元的留置权融资安排,用于租赁Broadcom AI芯片,融资由华尔街银行牵头安排。 https://slicast.com/ko/article/1ql2gmu Slicast ko 2026-10-27T11:23:57.000Z Anthropic, 브로드컴 AI 칩 임차를 위해 630억 달러 규모의 담보부 금융 약정에 합의했으며, 월가 은행들이 자금 조달을 주선했다. https://slicast.com/article/1v5rem6 Slicast en 2026-10-27T10:00:00.000Z Anthropic has filed for an IPO, reporting $16.3 billion in first-half 2026 revenue and pursuing a potential valuation of around $2 trillion. https://slicast.com/zh/article/1v5rem6 Slicast zh-cn 2026-10-27T10:00:00.000Z Anthropic已提交IPO申请，报告2026年上半年营收163亿美元，并寻求约2万亿美元的潜在估值。 https://slicast.com/ko/article/1v5rem6 Slicast ko 2026-10-27T10:00:00.000Z Anthropic이 기업공개(IPO)를 위한 서류를 제출했으며, 2026년 상반기 매출이 163억 달러였다고 밝혔다. 또한 약 2조 달러 규모의 기업가치를 목표로 하고 있다. https://slicast.com/commentary/core-scientific-2026-10-26 Slicast en 2026-10-26T21:09:55.441Z Core Scientific (CORZ) AI Infrastructure Buildout, October 2026 https://slicast.com/zh/commentary/core-scientific-2026-10-26 Slicast zh-cn 2026-10-26T21:09:55.441Z Core Scientific (CORZ) AI基础设施建设进展与股价压力，2026年10月 https://slicast.com/article/15yv3b6 Slicast en 2026-10-26T21:09:00.000Z NVIDIA GPU Roadmap 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-26T21:09:00.000Z NVIDIA Vera Rubin 进入全面量产,搭载 288GB HBM4;据报道已要求三大 HBM 供应商 Q4 交付 16-Hi 堆叠规格 https://slicast.com/ko/article/15yv3b6 Slicast ko 2026-10-26T21:09:00.000Z NVIDIA GPU 로드맵 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/article/1p4xa3k Slicast en 2026-10-26T21:08:00.000Z Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus https://slicast.com/zh/article/1p4xa3k Slicast zh-cn 2026-10-26T21:08:00.000Z Hut 8 Beacon Point 1GW 园区全部租满,累计合同基础价值 $196 亿;全组合在手合同 $266 亿 https://slicast.com/ko/article/1p4xa3k Slicast ko 2026-10-26T21:08:00.000Z Hut 8, 1 GW Beacon Point AI 데이터센터 캠퍼스 본격 상업화 https://slicast.com/article/1fgf5nj Slicast en 2026-10-26T21:07:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-26T21:07:00.000Z 五大超大规模厂商 2026 年合计资本开支约 $7350 亿,同比增约 79% https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-26T21:07:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 2,200억 달러로 상향 https://slicast.com/article/18l53qn Slicast en 2026-10-26T21:06:00.000Z IREN Limited (IREN https://slicast.com/zh/article/18l53qn Slicast zh-cn 2026-10-26T21:06:00.000Z IREN FY2026:营收 $7.07 亿(+41%)、净亏 $7.03 亿,AI 云服务单季环比翻倍;11 月 5 日下季财报将是关键验证点 https://slicast.com/article/sv407d Slicast en 2026-10-26T21:05:00.000Z Gartner: Over 80% of Neocloud Providers Expected to Fail or Consolidate by 2030 https://slicast.com/zh/article/sv407d Slicast zh-cn 2026-10-26T21:05:00.000Z Gartner:80% neocloud 2030 年前将失去独立运营能力,行业须累计创收 $8.5 万亿方可回本 https://slicast.com/ko/article/sv407d Slicast ko 2026-10-26T21:05:00.000Z Gartner: 2030년까지 네오클라우드 제공업체 80% 이상이 실패하거나 통합될 것으로 전망 https://slicast.com/article/18q57ac Slicast en 2026-10-26T21:04:00.000Z Meta Launches $95 Billion Stock Offering Plan to Fund AI Expansion https://slicast.com/zh/article/18q57ac Slicast zh-cn 2026-10-26T21:04:00.000Z Meta 启动 $950 亿增发,2013 年来首次增发股票,NVIDIA / AMD / Broadcom 拟合计认购最多 $50 亿 https://slicast.com/ko/article/18q57ac Slicast ko 2026-10-26T21:04:00.000Z Meta, AI 확장 자금 조달을 위해 950억 달러 규모 주식 공모 계획 발표 https://slicast.com/commentary/arista-2026-10-26 Slicast en 2026-10-26T20:58:16.624Z Arista Networks Share Price, October 2026: A 7.5% Drop With No Disclosed Catalyst https://slicast.com/zh/commentary/arista-2026-10-26 Slicast zh-cn 2026-10-26T20:58:16.624Z Arista Networks股价，2026年10月：无披露催化剂，单日跌幅7.5% https://slicast.com/commentary/meta-2026-10-26 Slicast en 2026-10-26T20:44:37.916Z Meta $95 Billion AI Infrastructure Stock Offering, October 2026 https://slicast.com/zh/commentary/meta-2026-10-26 Slicast zh-cn 2026-10-26T20:44:37.916Z Meta 950亿美元AI基础设施股票发行，2026年10月 https://slicast.com/commentary/anthropic-2026-10-26 Slicast en 2026-10-26T20:27:58.110Z Anthropic IPO Filing, October 2026: $417 Billion in Compute Commitments Over 20 Years https://slicast.com/zh/commentary/anthropic-2026-10-26 Slicast zh-cn 2026-10-26T20:27:58.110Z Anthropic IPO招股书，2026年10月：4170亿美元算力承诺分摊20年 https://slicast.com/commentary/tesla-2026-10-26 Slicast en 2026-10-26T20:19:01.701Z Why Anthropic's $120.5 Billion SpaceX Compute Deal Puts Tesla's AI Infrastructure in Focus https://slicast.com/zh/commentary/tesla-2026-10-26 Slicast zh-cn 2026-10-26T20:19:01.701Z Anthropic披露1205亿美元SpaceX算力协议，特斯拉AI基础设施布局因何受到聚焦 https://slicast.com/brief/2026-10-27 Slicast en 2026-10-26T20:07:45.914Z Latest AI Infrastructure News: October 27, 2026 https://slicast.com/zh/brief/2026-10-27 Slicast zh-cn 2026-10-26T20:07:45.914Z AI 基础设施新闻早报 · 2026年10月27日 https://slicast.com/ko/brief/2026-10-27 Slicast ko 2026-10-26T20:07:45.914Z 최신 AI 인프라 뉴스 · 2026년 10월 27일 https://slicast.com/article/ymhp3s Slicast en 2026-10-26T19:51:30.000Z SpaceX has struck an AI chip lease deal as Elon Musk warns rivals; the available report does not disclose counterparty or contract terms. https://slicast.com/zh/article/ymhp3s Slicast zh-cn 2026-10-26T19:51:30.000Z SpaceX达成一项人工智能芯片租赁协议，马斯克同时向竞争对手发出警告；现有报道未披露交易对手或合同条款。 https://slicast.com/ko/article/ymhp3s Slicast ko 2026-10-26T19:51:30.000Z SpaceX, AI 칩 임대 계약 체결… 일론 머스크, 경쟁사에 경고 https://slicast.com/article/1m1h4fl Slicast en 2026-10-26T19:42:19.000Z TSMC is reportedly weighing CoWoS price increases of up to 20% as AI packaging capacity remains scarce. https://slicast.com/zh/article/1m1h4fl Slicast zh-cn 2026-10-26T19:42:19.000Z 据报道，台积电正考虑将CoWoS价格上调最多20%，原因是人工智能先进封装产能仍然紧缺。 https://slicast.com/ko/article/1m1h4fl Slicast ko 2026-10-26T19:42:19.000Z TSMC는 AI 패키징 생산능력이 여전히 부족한 가운데 CoWoS 가격을 최대 20%까지 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/1jw7wth Slicast en 2026-10-26T19:16:49.000Z Anthropic's SpaceX compute leasing has almost tripled to $3.1 billion per month as the company scales its compute and infrastructure commitments ahead of its IPO. https://slicast.com/zh/article/1jw7wth Slicast zh-cn 2026-10-26T19:16:49.000Z Anthropic向SpaceX的算力租赁支出几乎增至三倍，达到每月31亿美元，同时其算力与基础设施承诺持续扩大。 https://slicast.com/ko/article/1jw7wth Slicast ko 2026-10-26T19:16:49.000Z Anthropic의 SpaceX 컴퓨팅 임대 규모가 월 31억 달러로 거의 세 배 늘어났으며, 이는 IPO를 앞두고 회사가 컴퓨팅 및 인프라 투자 약속을 확대하고 있기 때문입니다. https://slicast.com/article/1jtmhuj Slicast en 2026-10-26T19:14:45.000Z Anthropic has become the first major AI lab to file an S-1 with the SEC, planning a Nasdaq listing under the ticker ANT, with reported figures including $11.6 billion. https://slicast.com/zh/article/1jtmhuj Slicast zh-cn 2026-10-26T19:14:45.000Z Anthropic成为首家向美国证券交易委员会提交注册说明书的大型人工智能实验室，计划以ANT为代码在纳斯达克上市，报道中的数据包括116亿美元等指标。 https://slicast.com/ko/article/1jtmhuj Slicast ko 2026-10-26T19:14:45.000Z Anthropic이 미국 증권거래위원회(SEC)에 S-1 서류를 제출한 첫 주요 AI 연구소가 되었으며, 나스닥 상장을 추진하며 종목 코드는 ANT로 계획하고 있다. 보도된 수치에는 116억 달러가 포함되어 있다. https://slicast.com/article/gbcba1 Slicast en 2026-10-26T19:02:01.000Z SpaceX has secured a record $40 billion GPU lease deal with Apollo. https://slicast.com/zh/article/gbcba1 Slicast zh-cn 2026-10-26T19:02:01.000Z SpaceX与阿波罗达成创纪录的400亿美元图形处理器租赁协议。 https://slicast.com/ko/article/gbcba1 Slicast ko 2026-10-26T19:02:01.000Z SpaceX, Apollo와 400억 달러 규모의 GPU 임대 계약을 체결해 기록을 세웠다. https://slicast.com/article/1o4ckw4 Slicast en 2026-10-26T18:55:00.000Z Digital Realty has filed plans for a 998,643-square-foot data center in De Soto. https://slicast.com/zh/article/1o4ckw4 Slicast zh-cn 2026-10-26T18:55:00.000Z Digital Realty已提交一座998,643平方英尺数据中心的规划申请，选址位于De Soto。 https://slicast.com/ko/article/1o4ckw4 Slicast ko 2026-10-26T18:55:00.000Z Digital Realty는 De Soto에 998,643평방피트 규모의 데이터센터 건설 계획을 제출했습니다. https://slicast.com/article/1eivsw6 Slicast en 2026-10-26T18:38:00.000Z Anthropic's IPO filing reveals a plan to spend $542 billion on data centers. https://slicast.com/zh/article/1eivsw6 Slicast zh-cn 2026-10-26T18:38:00.000Z Anthropic的首次公开募股申报文件披露，其数据中心支出计划为5420亿美元。 https://slicast.com/ko/article/1eivsw6 Slicast ko 2026-10-26T18:38:00.000Z Anthropic의 IPO 신고서에는 데이터센터에 5,420억 달러를 투자하는 계획이 담겨 있다.