https://slicast.com/commentary/bloom-energy-2026-11-03 Slicast en 2026-11-03T20:28:35.709Z Bloom Energy AI Data Center Power Deals, November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-03 Slicast zh-cn 2026-11-03T20:28:35.709Z Bloom Energy AI数据中心供电协议，2026年11月 https://slicast.com/commentary/applied-digital-2026-11-03 Slicast en 2026-11-03T20:17:11.381Z Applied Digital APLD: $36B Contract Backlog vs. Financing Pressure, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-03 Slicast zh-cn 2026-11-03T20:17:11.381Z Applied Digital APLD：360亿美元合同储备与融资压力之争，2026年11月 https://slicast.com/brief/2026-11-04 Slicast en 2026-11-03T20:08:22.620Z Latest AI Infrastructure News: November 4, 2026 https://slicast.com/zh/brief/2026-11-04 Slicast zh-cn 2026-11-03T20:08:22.620Z AI 基础设施新闻早报 · 2026年11月4日 https://slicast.com/ko/brief/2026-11-04 Slicast ko 2026-11-03T20:08:22.620Z 최신 AI 인프라 뉴스 · 2026년 11월 4일 https://slicast.com/article/1fyppff Slicast en 2026-11-03T19:47:34.000Z Futurism reports that OpenAI wants to change the name of its data centers, though the proposed new name is not stated in the available text. https://slicast.com/zh/article/1fyppff Slicast zh-cn 2026-11-03T19:47:34.000Z Futurism报道称，OpenAI希望更改其数据中心的名称，但现有文本未说明拟定的新名称。 https://slicast.com/article/1dod33b Slicast en 2026-11-03T19:46:46.000Z Hyperion Research reports nearly 20% growth in the HPC and AI-for-Science server market, with Dell taking the lead from HPE in its latest on-premises server revenue update. https://slicast.com/zh/article/1dod33b Slicast zh-cn 2026-11-03T19:46:46.000Z Hyperion Research报告称，高性能计算与面向科学的人工智能服务器市场增长近20%，在其最新的本地部署服务器收入更新中，Dell已超越HPE位居第一。 https://slicast.com/article/5p6wlo Slicast en 2026-11-03T18:43:11.000Z TrendForce says Marvell's buy of Lumentum threatens Broadcom's lead in AI optics. https://slicast.com/zh/article/5p6wlo Slicast zh-cn 2026-11-03T18:43:11.000Z 集邦咨询（TrendForce）称，迈威尔收购Lumentum将威胁博通在人工智能光学领域的领先地位。 https://slicast.com/article/1dj92pn Slicast en 2026-11-03T18:30:42.000Z Adelaide Now reports a 'shock shift' is paving the way for a South Australian nuclear power push, with no further details in the available text. https://slicast.com/zh/article/1dj92pn Slicast zh-cn 2026-11-03T18:30:42.000Z Adelaide Now报道称，一次突然转向正在为南澳大利亚的核电推进铺路，现有文本未提供更多细节。 https://slicast.com/article/q67zc4 Slicast en 2026-11-03T18:20:21.000Z TIKR.com cites a $1.5 trillion gap between hyperscalers' AI spending and their cash generation. https://slicast.com/zh/article/q67zc4 Slicast zh-cn 2026-11-03T18:20:21.000Z TIKR.com援引1.5万亿美元的缺口，指出超大规模云服务商的人工智能支出与其现金流之间存在差距。 https://slicast.com/article/1f0exr2 Slicast en 2026-11-03T18:16:37.000Z Dan Niles warns that Micron's real risk is China's CXMT targeting 20% by 2028, according to TIKR.com. https://slicast.com/zh/article/1f0exr2 Slicast zh-cn 2026-11-03T18:16:37.000Z Dan Niles警告称，美光的真正风险在于中国的长鑫存储（CXMT）目标在2028年达到20%的份额，相关报道来自TIKR.com。 https://slicast.com/article/1oui1za Slicast en 2026-11-03T18:12:04.000Z Supermicro will build and sell AI inference systems powered by SambaNova, according to Unite.AI. https://slicast.com/zh/article/1oui1za Slicast zh-cn 2026-11-03T18:12:04.000Z Supermicro将建造并销售由SambaNova驱动的人工智能推理系统，相关报道来自Unite.AI。 https://slicast.com/article/1m377pv Slicast en 2026-11-03T18:11:15.000Z An AI CEO warns that Chinese labs could use free models to 'start selling chips' against Nvidia, according to TIKR.com. https://slicast.com/zh/article/1m377pv Slicast zh-cn 2026-11-03T18:11:15.000Z 一位人工智能公司CEO警告称，中国实验室可能借助免费模型开始销售芯片，与英伟达展开竞争，相关报道来自TIKR.com。 https://slicast.com/article/qr92hr Slicast en 2026-11-03T18:05:56.000Z Coinpaper reports that Nvidia has reportedly ordered its AI data center partners to reduce their China exposure. https://slicast.com/zh/article/qr92hr Slicast zh-cn 2026-11-03T18:05:56.000Z Coinpaper报道称，英伟达据报道已要求其人工智能数据中心合作伙伴降低在中国的业务敞口。 https://slicast.com/ko/article/qr92hr Slicast ko 2026-11-03T18:05:56.000Z Coinpaper는 엔비디아가 AI 데이터센터 파트너사들에게 중국 관련 노출을 줄이라고 지시한 것으로 전해졌다고 보도했다. https://slicast.com/article/fzokpw Slicast en 2026-11-03T18:00:00.000Z TheStreet reports that Nvidia's new 51% rule could shut China's backdoor route to AI chips, although the text does not describe the exact test behind the rule. https://slicast.com/zh/article/fzokpw Slicast zh-cn 2026-11-03T18:00:00.000Z TheStreet报道称，英伟达的新'51%'规则可能切断中国获取人工智能芯片的后门渠道。 https://slicast.com/article/q5jcii Slicast en 2026-11-03T18:00:00.000Z OilPrice.com reports that Brazil's data-center push hinges on gas rules, grid access and a new Congress. https://slicast.com/zh/article/q5jcii Slicast zh-cn 2026-11-03T18:00:00.000Z OilPrice.com报道称，巴西数据中心的推进取决于天然气规则、电网接入以及新一届国会。 https://slicast.com/article/qo62d5 Slicast en 2026-11-03T17:50:51.000Z Morgan Stanley sees US data center costs climbing to $49B per gigawatt. https://slicast.com/zh/article/qo62d5 Slicast zh-cn 2026-11-03T17:50:51.000Z 摩根士丹利预计，美国数据中心的建设成本将升至每吉瓦490亿美元。 https://slicast.com/ko/article/qo62d5 Slicast ko 2026-11-03T17:50:51.000Z Morgan Stanley는 미국 데이터센터 비용이 기가와트당 490억 달러까지 상승할 것으로 내다봤다. https://slicast.com/article/kv51x2 Slicast en 2026-11-03T17:38:12.000Z OpenAI has introduced the Grid Protectors Program, though the available text does not describe its terms. https://slicast.com/zh/article/kv51x2 Slicast zh-cn 2026-11-03T17:38:12.000Z OpenAI推出了Grid Protectors Program，现有文本未说明其具体条款。 https://slicast.com/article/14jn5vn Slicast en 2026-11-03T17:28:17.000Z California Resources and Bloom Energy eye 1GW of fuel cells across California to power data centers and other offtakers, and intend to couple the systems with carbon capture and storage. https://slicast.com/zh/article/14jn5vn Slicast zh-cn 2026-11-03T17:28:17.000Z California Resources与Bloom Energy计划在加州部署1吉瓦燃料电池，为数据中心及其他用电方供电，并拟将系统与碳捕集与封存相结合。 https://slicast.com/ko/article/14jn5vn Slicast ko 2026-11-03T17:28:17.000Z California Resources와 Bloom Energy는 데이터센터 및 기타 전력 수요처에 전력을 공급하기 위해 캘리포니아 전역에 1GW 규모의 연료전지를 구축하는 것을 목표로 하고 있으며, 이 시스템을 탄소 포집·저장(CCS)과 연계할 계획이다. https://slicast.com/article/cwz302 Slicast en 2026-11-03T17:26:06.000Z Data Center Knowledge says Trump's onsite power push highlights that most AI data centers will likely need hybrid energy strategies rather than fully off-grid designs. https://slicast.com/zh/article/cwz302 Slicast zh-cn 2026-11-03T17:26:06.000Z Data Center Knowledge指出，特朗普推动的现场供电政策表明，大多数人工智能数据中心可能需要混合能源策略，而非完全脱离电网的设计。 https://slicast.com/article/lpzdj1 Slicast en 2026-11-03T17:25:59.000Z Samsung SDS has broken ground on its Gumi AI Data Center in South Korea, which will eventually offer 120MW. https://slicast.com/zh/article/lpzdj1 Slicast zh-cn 2026-11-03T17:25:59.000Z 三星SDS已在韩国Gumi动工建设Gumi AI Data Center，该设施最终将提供120兆瓦容量。 https://slicast.com/article/174n1n8 Slicast en 2026-11-03T17:16:00.000Z Fireworks is expanding its European capacity with NVIDIA Vera Rubin and Grace Blackwell Platforms. https://slicast.com/zh/article/174n1n8 Slicast zh-cn 2026-11-03T17:16:00.000Z Fireworks 正在扩充其欧洲算力容量，将部署英伟达的 Vera Rubin 与 Grace Blackwell 平台。 https://slicast.com/article/1y3m4j3 Slicast en 2026-11-03T17:09:40.000Z According to Sharecast.com, a strategic partnership has been struck for a GW-scale data centre. https://slicast.com/zh/article/1y3m4j3 Slicast zh-cn 2026-11-03T17:09:40.000Z 据 Sharecast.com 报道，一项针对吉瓦级数据中心的战略合作伙伴关系已经达成。 https://slicast.com/article/1jzkh92 Slicast en 2026-11-03T17:00:39.000Z ECL CSC1, a 35MW AI data center in Northern California, is fully leased as inference-scale colocation demand outpaces grid-connected development. https://slicast.com/zh/article/1jzkh92 Slicast zh-cn 2026-11-03T17:00:39.000Z 位于北加利福尼亚州的 ECL CSC1 是一座 35兆瓦的人工智能数据中心，已全部租出，推理规模的主机托管需求超过了并网开发的速度。 https://slicast.com/article/n0u6l Slicast en 2026-11-03T17:00:00.000Z Former FERC Chairman Mark Christie argues the Senate permitting bill holds promise but needs targeted amendments to limit the consequences of its overreaching provisions. https://slicast.com/zh/article/n0u6l Slicast zh-cn 2026-11-03T17:00:00.000Z 前 FERC 主席 Mark Christie 认为，参议院审批改革法案有其价值，但需要进行针对性修订，以减轻其过度扩张条款的负面影响。 https://slicast.com/article/1iz5y0y Slicast en 2026-11-03T16:49:41.000Z OpenAI has rebranded its data centers as 'Compute Campuses'. https://slicast.com/zh/article/1iz5y0y Slicast zh-cn 2026-11-03T16:49:41.000Z OpenAI 已将其数据中心更名为“Compute Campuses”。 https://slicast.com/article/1kqyndi Slicast en 2026-11-03T16:38:23.000Z Aramco has acquired a 49% stake in Humain, with Saudi Arabia's PIF retaining 51%. https://slicast.com/zh/article/1kqyndi Slicast zh-cn 2026-11-03T16:38:23.000Z 沙特阿美收购了沙特 Humain 的 49% 股权，PIF 保留 51% 股份。 https://slicast.com/ko/article/1kqyndi Slicast ko 2026-11-03T16:38:23.000Z Aramco가 Humain의 지분 49%를 인수했으며, 사우디아라비아 PIF는 51%를 보유하고 있다. https://slicast.com/article/1kzanis Slicast en 2026-11-03T16:37:54.000Z An analysis finds Smartbird, the former Allbirds shoe brand that pivoted to an AI neocloud, is now worth less than before, as its two rebrands produced only temporary stock boosts. https://slicast.com/zh/article/1kzanis Slicast zh-cn 2026-11-03T16:37:54.000Z 一项分析发现，由 Allbirds 鞋履品牌转型而来的 Smartbird 如今市值已低于转型前，两次更名带来的股价提振均为暂时性的。 https://slicast.com/article/qx83z7 Slicast en 2026-11-03T16:33:20.000Z E2E Networks has launched Blaze, a pay-per-token AI inference service on India's Sovereign AI Factory. https://slicast.com/zh/article/qx83z7 Slicast zh-cn 2026-11-03T16:33:20.000Z E2E Networks 推出了 Blaze，在印度的 Sovereign AI Factory 上提供按词元计费的人工智能推理服务。 https://slicast.com/article/1lntstq Slicast en 2026-11-03T16:32:27.000Z Nvidia is moving to restrict China's access to AI computing as the US-China tech rivalry intensifies. https://slicast.com/zh/article/1lntstq Slicast zh-cn 2026-11-03T16:32:27.000Z 英伟达正采取措施限制中国获取人工智能算力，美中科技竞争持续加剧。 https://slicast.com/ko/article/1lntstq Slicast ko 2026-11-03T16:32:27.000Z 엔비디아는 미·중 기술 경쟁이 심화되는 가운데 중국의 AI 컴퓨팅 접근을 제한하는 방안을 추진하고 있다. https://slicast.com/article/1f77h65 Slicast en 2026-11-03T16:30:00.000Z A chip smuggler describes how a single loophole lets banned South Korean RAM reach China's AI labs. https://slicast.com/zh/article/1f77h65 Slicast zh-cn 2026-11-03T16:30:00.000Z 一名芯片走私者披露，一个漏洞使受禁的韩国内存产品流入了中国的人工智能实验室。 https://slicast.com/article/1up5buh Slicast en 2026-11-03T16:29:00.000Z Putin has allowed Russian companies to use foreign data centers after Ukraine drone strikes, while Russian data center firms are ordered to reserve capacity for government departments. https://slicast.com/zh/article/1up5buh Slicast zh-cn 2026-11-03T16:29:00.000Z 普京允许俄罗斯企业在乌克兰无人机袭击后使用境外数据中心，同时要求俄罗斯数据中心企业为政府部门预留容量。 https://slicast.com/article/19cd8cr Slicast en 2026-11-03T16:27:03.000Z OpenAI has launched a 'Grid Protectors Program' to cut data center electricity demand when the US grid is under strain. https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-03T16:27:03.000Z OpenAI 推出了“Grid Protectors Program”，在美国电网承压时减少数据中心的用电需求。 https://slicast.com/article/ima5m6 Slicast en 2026-11-03T16:26:00.000Z Northwestern State University hosted an Applied Digital representative for a briefing on construction of the Boyce data center. https://slicast.com/zh/article/ima5m6 Slicast zh-cn 2026-11-03T16:26:00.000Z Northwestern State University 接待了 Applied Digital 代表，就 Boyce 数据中心的建设情况举行了说明会。 https://slicast.com/article/1jljkxo Slicast en 2026-11-03T16:23:01.000Z Core Scientific's data center in Denton faces TCEQ violations over air-quality emissions. https://slicast.com/zh/article/1jljkxo Slicast zh-cn 2026-11-03T16:23:01.000Z Core Scientific 位于 Denton 的数据中心因空气质量排放问题面临 TCEQ 违规指控。 https://slicast.com/article/10zccrt Slicast en 2026-11-03T16:14:30.000Z Canada has joined the EuroHPC JU initiative, becoming its 39th participating state. https://slicast.com/zh/article/10zccrt Slicast zh-cn 2026-11-03T16:14:30.000Z 加拿大加入了 EuroHPC JU 计划，成为该计划的第 39 个参与国。 https://slicast.com/article/9zd2wd Slicast en 2026-11-03T16:11:40.000Z A feature takes an inside look at the engineering of SambaNova's SN50 for AI inference. https://slicast.com/zh/article/9zd2wd Slicast zh-cn 2026-11-03T16:11:40.000Z 一篇专题文章深入解析了 SambaNova 的 SN50 在人工智能推理方面的工程设计。 https://slicast.com/article/lo826k Slicast en 2026-11-03T16:07:37.000Z TerraVolt has moved from an option to a full acquisition of a 1,077-acre site in Cassia County, Idaho, to develop a 240 MW gas-powered, behind-the-meter data center campus. https://slicast.com/zh/article/lo826k Slicast zh-cn 2026-11-03T16:07:37.000Z TerraVolt已将其在爱达荷州卡西亚县1077英亩地块上的期权转为正式收购，拟在此建设一座240兆瓦、以燃气发电为主的现场自供电数据中心园区。 https://slicast.com/article/sy8g1g Slicast en 2026-11-03T16:06:58.000Z Putin signed a decree requiring non-state data centers to reserve 10 percent of their capacity for government use, as the Russian state seeks to expand its presence while data centers come under attac https://slicast.com/zh/article/sy8g1g Slicast zh-cn 2026-11-03T16:06:58.000Z 普京签署法令，要求非国有数据中心将10%的容量预留给政府使用；与此同时，在数据中心遭受攻击的背景下，俄罗斯国家正寻求扩大其影响力。 https://slicast.com/article/cd2ecy Slicast en 2026-11-03T16:00:00.000Z The Information reports on how Nvidia uses its 'soft power' to influence customers and shape policy. https://slicast.com/zh/article/cd2ecy Slicast zh-cn 2026-11-03T16:00:00.000Z 据The Information报道，英伟达如何运用“软实力”影响客户并左右政策制定。 https://slicast.com/article/1hs39ig Slicast en 2026-11-03T15:58:06.000Z Fireworks has contracted 5MW of Nvidia Blackwell Ultra capacity hosted at Era4's Chesterfield data center in the UK. https://slicast.com/zh/article/1hs39ig Slicast zh-cn 2026-11-03T15:58:06.000Z Fireworks已签约，将在Era4位于英国切斯特菲尔德的数据中心托管5兆瓦的英伟达Blackwell Ultra算力。 https://slicast.com/article/1eprvyc Slicast en 2026-11-03T15:56:51.000Z OpenAI introduced the Grid Protectors Program, which applies load shedding, a technique used on power grids since the 1970s, to data centers to cut AI energy demand during peak hours. https://slicast.com/zh/article/1eprvyc Slicast zh-cn 2026-11-03T15:56:51.000Z OpenAI推出“Grid Protectors Program”计划，将自20世纪70年代起已在电网中应用的负荷切除技术引入数据中心，以在用电高峰时段降低AI算力的能源需求。 https://slicast.com/article/eywgkc Slicast en 2026-11-03T15:39:00.000Z Equinix has raised its 2026 guidance for a third time, drawing renewed investor attention to the stock. https://slicast.com/zh/article/eywgkc Slicast zh-cn 2026-11-03T15:39:00.000Z Equinix今年第三次上调2026年业绩指引，股价再度受到投资者关注。 https://slicast.com/article/c42j3b Slicast en 2026-11-03T15:37:52.000Z OpenAI wants its data centers called 'compute campuses' as voter opposition to such facilities reaches 73 percent. https://slicast.com/zh/article/c42j3b Slicast zh-cn 2026-11-03T15:37:52.000Z OpenAI希望将其数据中心称为“算力园区”，而选民对此类设施的反对率已升至73%。 https://slicast.com/article/1obxxiy Slicast en 2026-11-03T15:28:47.000Z Supermicro will build AI inference racks using SambaNova chips. https://slicast.com/zh/article/1obxxiy Slicast zh-cn 2026-11-03T15:28:47.000Z 超微电脑（Supermicro）将采用SambaNova芯片打造AI推理机架。 https://slicast.com/article/b8iwuh Slicast en 2026-11-03T15:20:27.000Z Intel says its 14A process technology is approaching production, with PDK 0.9 now available and reaching expected performance and yield maturity. https://slicast.com/zh/article/b8iwuh Slicast zh-cn 2026-11-03T15:20:27.000Z 英特尔表示，其14A工艺技术已逼近量产，工艺设计套件0.9版现已开放，性能与良率达到预期的成熟水平。 https://slicast.com/article/hvf87q Slicast en 2026-11-03T15:20:00.000Z Alibaba Cloud is providing cloud computing and AI technical support for the 2026 Dakar Youth Olympic Games in Senegal and has built Senegal's first Olympic-dedicated cloud foundation to support event https://slicast.com/zh/article/hvf87q Slicast zh-cn 2026-11-03T15:20:00.000Z 阿里云为2026年达喀尔青年奥林匹克运动会提供云计算和人工智能技术支持，并为塞内加尔打造首个奥运专有云底座，支撑赛事运营。 https://slicast.com/article/o7ppcx Slicast en 2026-11-03T15:15:54.000Z PSEG Power plans a 200-MW nuclear uprate and is eyeing data center deals, while one unit at its Salem plant in New Jersey, jointly owned with Constellation Energy, faces an extended outage to address https://slicast.com/zh/article/o7ppcx Slicast zh-cn 2026-11-03T15:15:54.000Z PSEG Power计划对其核电机组进行200兆瓦增容，并正寻求数据中心交易。其与Constellation Energy共同持有的新泽西州萨勒姆电站中，一台机组因设备劣化需长时间停运。 https://slicast.com/article/1e1n2uo Slicast en 2026-11-03T15:03:02.000Z OpenAI hired Dan Driscoll, the former civilian head of the US Army, as 'Senior Counselor for National Security Modernization', a move likely to help it win government contracts. https://slicast.com/zh/article/1e1n2uo Slicast zh-cn 2026-11-03T15:03:02.000Z OpenAI聘请前美国陆军文职最高负责人Dan Driscoll担任“国家安全现代化高级顾问”，此举被认为有助于其争取政府合同。 https://slicast.com/article/f8z9gf Slicast en 2026-11-03T15:02:09.000Z xAI has installed eight converted jet engines to power its Mississippi data center, with permits allowing a 25 percent higher pollutant limit and concerns raised over carbon monoxide. https://slicast.com/zh/article/f8z9gf Slicast zh-cn 2026-11-03T15:02:09.000Z xAI在密西西比州的数据中心安装了八台改装航空发动机为其供电；相关许可允许的污染物上限高出25%，并引发了对一氧化碳排放的担忧。 https://slicast.com/article/17yedb9 Slicast en 2026-11-03T15:01:00.000Z Fermi's data center lease with TensorWave missed its closing deadline, though Fermi says both companies remain committed to the lease. https://slicast.com/zh/article/17yedb9 Slicast zh-cn 2026-11-03T15:01:00.000Z Fermi与TensorWave之间的数据中心租约错过了交割截止日期，但Fermi表示双方仍坚定致力于该租约。 https://slicast.com/article/175ju1s Slicast en 2026-11-03T15:00:00.000Z PPST Solutions has expanded its AI data center power testing portfolio from AC grid to 800 VDC. https://slicast.com/zh/article/175ju1s Slicast zh-cn 2026-11-03T15:00:00.000Z PPST Solutions已将其AI数据中心电力测试产品组合由交流电网扩展至800 VDC。 https://slicast.com/article/189el6x Slicast en 2026-11-03T14:45:05.000Z Honeywell Aerospace is testing a thermal module for Equinix's AI cooling. https://slicast.com/zh/article/189el6x Slicast zh-cn 2026-11-03T14:45:05.000Z 霍尼韦尔航空航天（Honeywell Aerospace）正在为Equinix的AI冷却系统测试一款热管理模块。 https://slicast.com/article/1833kih Slicast en 2026-11-03T14:42:21.000Z Team Group warns that the worst of the memory shortage is still to come. https://slicast.com/zh/article/1833kih Slicast zh-cn 2026-11-03T14:42:21.000Z 十铨科技警告，内存短缺最严重的阶段仍未到来。 https://slicast.com/article/1rhl8wo Slicast en 2026-11-03T14:36:00.000Z Wedbush has launched nuclear sector coverage, rating Oklo and X-Energy as buys and NuScale as underperform. https://slicast.com/zh/article/1rhl8wo Slicast zh-cn 2026-11-03T14:36:00.000Z Wedbush启动核能板块覆盖，给予Oklo和X-Energy「买入」评级，给予NuScale「跑输大盘」评级。 https://slicast.com/article/1cgsodd Slicast en 2026-11-03T14:35:48.000Z Honeywell Aerospace is bringing aerospace-grade thermal resilience technology to an Equinix AI data center. https://slicast.com/zh/article/1cgsodd Slicast zh-cn 2026-11-03T14:35:48.000Z 霍尼韦尔航空航天部门正把航空级热韧性技术引入Equinix的一座人工智能数据中心。 https://slicast.com/article/1ir76dj Slicast en 2026-11-03T14:28:59.000Z Apple faces unprecedented memory cost increases as RAM prices keep surging, with its manufacturing bill climbing by $33 billion, while Samsung, SK hynix and Micron prioritise higher-margin server prod https://slicast.com/zh/article/1ir76dj Slicast zh-cn 2026-11-03T14:28:59.000Z 随着内存价格持续飙升，苹果面临前所未有的内存成本上涨，其制造成本增加330亿美元；三星、SK海力士与美光因人工智能数据中心的强劲内存需求，正优先生产利润率更高的服务器产品。 https://slicast.com/article/1aehxe1 Slicast en 2026-11-03T14:21:00.000Z Kioxia and Sandisk, which share the same fab, are taking diverging paths on HBF (high-bandwidth flash). https://slicast.com/zh/article/1aehxe1 Slicast zh-cn 2026-11-03T14:21:00.000Z 同一座晶圆厂的铠侠与闪迪，在HBF（高带宽闪存）路线上走向分化。 https://slicast.com/article/1w17550 Slicast en 2026-11-03T14:15:00.000Z Bull and Schwarz Digits, the IT and digital division of Schwarz Group, signed a memorandum of understanding (MOU) in Paris and Berlin on Nov. 3, 2026 to develop European AI infrastructure. https://slicast.com/zh/article/1w17550 Slicast zh-cn 2026-11-03T14:15:00.000Z Bull与Schwarz Group的IT及数字业务部门Schwarz Digits于2026年11月3日在巴黎和柏林签署谅解备忘录（MOU），共同开发欧洲人工智能基础设施。 https://slicast.com/article/zd8aie Slicast en 2026-11-03T14:09:17.000Z SambaNova and Super Micro plan AI inference systems built on 10,000 SN50 chips. https://slicast.com/zh/article/zd8aie Slicast zh-cn 2026-11-03T14:09:17.000Z SambaNova与超微电脑（Super Micro）计划基于10,000颗SN50芯片构建人工智能推理系统。 https://slicast.com/article/pm7f0n Slicast en 2026-11-03T14:08:16.000Z OpenAI, UAE-based G42 and ADNOC have announced a multi-year AI initiative partnership. https://slicast.com/zh/article/pm7f0n Slicast zh-cn 2026-11-03T14:08:16.000Z OpenAI、阿联酋的G42与阿布扎比国家石油公司（ADNOC）建立了多年期人工智能合作关系。 https://slicast.com/article/1rxv50 Slicast en 2026-11-03T13:54:01.000Z A pv magazine USA report says behind-the-meter generation could deliver five times more grid relief than shifting data center load. https://slicast.com/zh/article/1rxv50 Slicast zh-cn 2026-11-03T13:54:01.000Z pv magazine USA的一篇报道称，用户侧自备发电带来的电网缓解效果可能是数据中心负荷转移的五倍。 https://slicast.com/article/17dqdsh Slicast en 2026-11-03T13:41:00.000Z Smugglers reportedly pair $4,000 AI memory with cheap server chips before stripping them apart in China. https://slicast.com/zh/article/17dqdsh Slicast zh-cn 2026-11-03T13:41:00.000Z 据报道，走私者将价值4,000美元的人工智能内存与廉价服务器芯片搭配，随后在中国拆解。 https://slicast.com/article/fyyui2 Slicast en 2026-11-03T13:38:00.000Z AWS has appointed Robert Fourqurean, a former British Embassy advisor, as manager of energy policy, based in Washington DC. https://slicast.com/zh/article/fyyui2 Slicast zh-cn 2026-11-03T13:38:00.000Z AWS任命曾任英国大使馆顾问的Robert Fourqurean为能源政策经理，常驻华盛顿。 https://slicast.com/article/2jk2ak Slicast en 2026-11-03T13:31:11.000Z Nvidia has reportedly told cloud providers using its data center products that they must sell less than half of their services to Chinese companies, as part of new global restrictions. https://slicast.com/zh/article/2jk2ak Slicast zh-cn 2026-11-03T13:31:11.000Z 据报道，英伟达已通知使用其数据中心产品的云服务商，其服务中销售给中国企业的比例须低于一半，这是一项新的全球性限制政策的一部分。 https://slicast.com/ko/article/2jk2ak Slicast ko 2026-11-03T13:31:11.000Z Nvidia는 새로운 글로벌 규제의 일환으로, 자사 데이터센터 제품을 사용하는 클라우드 사업자들에게 서비스의 절반 미만만 중국 기업에 판매해야 한다고 전달한 것으로 알려졌다. https://slicast.com/article/o4kgm6 Slicast en 2026-11-03T13:18:15.000Z DigitalOcean Holdings (DOCN) filed a Form 8-K current report with the SEC; the candidate does not disclose the filing's contents. https://slicast.com/zh/article/o4kgm6 Slicast zh-cn 2026-11-03T13:18:15.000Z DigitalOcean Holdings（DOCN）向美国SEC提交了8-K（当期报告），候选内容未披露具体事项。 https://slicast.com/article/1h1x1ap Slicast en 2026-11-03T13:15:34.000Z Data Center Dynamics publishes a 100 MW comparative analysis of water usage at AI scale. https://slicast.com/zh/article/1h1x1ap Slicast zh-cn 2026-11-03T13:15:34.000Z Data Center Dynamics发布了一项基于100兆瓦（MW）对比分析的报告，探讨人工智能规模数据中心的用水情况。 https://slicast.com/article/fxdfrc Slicast en 2026-11-03T13:14:00.000Z Etihad GO Telecom has committed US$69.8 million to expand its AI data center. https://slicast.com/zh/article/fxdfrc Slicast zh-cn 2026-11-03T13:14:00.000Z Etihad GO Telecom承诺投入6,980万美元，用于扩建其人工智能数据中心。 https://slicast.com/article/z9fl0z Slicast en 2026-11-03T13:03:07.000Z A report says Huawei has reached a 28% share in China as Nvidia loses ground there. https://slicast.com/zh/article/z9fl0z Slicast zh-cn 2026-11-03T13:03:07.000Z 据报道，华为在中国市场的份额已达到28%，英伟达在华份额随之下滑。 https://slicast.com/article/1eycr3 Slicast en 2026-11-03T13:00:10.000Z ICF says PJM's revised data center backstop procurement could be as little as 630 MW, down from an initial 6,800-MW target, reducing utility risks. https://slicast.com/zh/article/1eycr3 Slicast zh-cn 2026-11-03T13:00:10.000Z ICF称，PJM修订后的数据中心后备采购规模可能仅为630兆瓦，低于此前6,800兆瓦的初始目标，此举降低了公用事业公司的风险。 https://slicast.com/ko/article/1eycr3 Slicast ko 2026-11-03T13:00:10.000Z ICF는 PJM의 수정된 데이터센터 백스톱 조달 규모가 당초 목표인 6,800MW에서 최소 630MW까지 줄어들 수 있다고 밝혔으며, 이에 따라 전력회사의 리스크도 낮아질 것이라고 전했다. https://slicast.com/article/yghs72 Slicast en 2026-11-03T12:57:29.000Z Honeywell is running a cooling test with Equinix, extending its AI push into data-center infrastructure. https://slicast.com/zh/article/yghs72 Slicast zh-cn 2026-11-03T12:57:29.000Z 霍尼韦尔与Equinix开展冷却测试，将其AI业务布局延伸至数据中心基础设施领域。 https://slicast.com/article/i4qm8c Slicast en 2026-11-03T12:40:09.000Z A Chinese firm says it has completed the world's first commercial data-center deployment of an integrated 800-volt DC power system. https://slicast.com/zh/article/i4qm8c Slicast zh-cn 2026-11-03T12:40:09.000Z 一家中国企业称已完成全球首个集成800伏直流供电系统的商用数据中心部署。 https://slicast.com/article/1zqmvg Slicast en 2026-11-03T12:37:48.000Z OpenAI wants data centers to be called 'AI Compute Campuses', a naming change for its infrastructure build-out. https://slicast.com/zh/article/1zqmvg Slicast zh-cn 2026-11-03T12:37:48.000Z OpenAI希望将数据中心称为'AI Compute Campuses'（AI计算园区），以此调整其基础设施建设的命名方式。 https://slicast.com/article/1poe2ne Slicast en 2026-11-03T12:32:15.000Z LG CNS plans to expand its modular data center business in North America and Europe. https://slicast.com/zh/article/1poe2ne Slicast zh-cn 2026-11-03T12:32:15.000Z LG CNS计划在北美和欧洲扩大其模块化数据中心业务。 https://slicast.com/article/86x54i Slicast en 2026-11-03T12:32:01.000Z Monolithic Power Systems (MPWR) beat its Q3 earnings expectations, driven by demand from AI infrastructure and communications. https://slicast.com/zh/article/86x54i Slicast zh-cn 2026-11-03T12:32:01.000Z 芯源系统（MPWR）第三季度业绩超出预期，主要受AI基础设施和通信需求带动。 https://slicast.com/article/n6m1so Slicast en 2026-11-03T12:30:00.000Z A developer has sued Upper Merion again over its rejection of a data center project in King of Prussia. https://slicast.com/zh/article/n6m1so Slicast zh-cn 2026-11-03T12:30:00.000Z 一家开发商再次起诉Upper Merion，原因是后者否决了其在King of Prussia的数据中心项目。 https://slicast.com/article/w0vspl Slicast en 2026-11-03T12:26:00.000Z OpenAI outlines 'Grid Protectors', a scheme under which AI data centers would cut power use during grid emergencies. https://slicast.com/zh/article/w0vspl Slicast zh-cn 2026-11-03T12:26:00.000Z OpenAI推出'Grid Protectors'方案，AI数据中心将在电网紧急情况下削减用电。 https://slicast.com/article/1nru237 Slicast en 2026-11-03T12:25:57.000Z Smuggled HBM has reached $4,000 while Huawei is reportedly eyeing SK Hynix and Samsung. https://slicast.com/zh/article/1nru237 Slicast zh-cn 2026-11-03T12:25:57.000Z 走私HBM价格已升至4000美元，同时据报道华为正在关注SK海力士和三星。 https://slicast.com/article/19htnvi Slicast en 2026-11-03T12:25:00.000Z Intel's Arc B580 graphics card may be headed for end-of-life as Intel prioritizes AI chip demand. https://slicast.com/zh/article/19htnvi Slicast zh-cn 2026-11-03T12:25:00.000Z 英特尔Arc B580显卡或将停产，英特尔资源正优先转向AI芯片需求。 https://slicast.com/article/1ioo1xr Slicast en 2026-11-03T12:22:12.000Z Nvidia has told some cloud customers to take on less business from Chinese companies. https://slicast.com/zh/article/1ioo1xr Slicast zh-cn 2026-11-03T12:22:12.000Z 英伟达已要求部分云服务客户减少与中国企业的业务往来。 https://slicast.com/ko/article/1ioo1xr Slicast ko 2026-11-03T12:22:12.000Z 엔비디아가 일부 클라우드 고객사에 중국 기업과의 거래를 줄이도록 요청했다. https://slicast.com/article/1nzunpr Slicast en 2026-11-03T12:11:57.000Z E2E Networks plans a 5.4 MW Blackwell expansion and has launched its Blaze AI inference service. https://slicast.com/zh/article/1nzunpr Slicast zh-cn 2026-11-03T12:11:57.000Z E2E Networks计划扩建5.4兆瓦的Blackwell算力，并推出其Blaze AI推理服务。 https://slicast.com/article/1fxmmqk Slicast en 2026-11-03T12:11:27.000Z Brookfield plans a $27 billion AI data center at a UK power station, and Drax shares rose 8.8%. https://slicast.com/zh/article/1fxmmqk Slicast zh-cn 2026-11-03T12:11:27.000Z 布鲁克菲尔德计划在英国一座发电站建设270亿美元的AI数据中心，Drax股价上涨8.8%。 https://slicast.com/ko/article/1fxmmqk Slicast ko 2026-11-03T12:11:27.000Z Brookfield, 영국 발전소에 270억 달러 규모 AI 데이터센터 계획 발표… Drax 주가 8.8% 상승 https://slicast.com/article/1gzq0na Slicast en 2026-11-03T12:09:19.000Z Korea Space Data Center has updated its roadmap, targeting a 100 kg system by 2028. https://slicast.com/zh/article/1gzq0na Slicast zh-cn 2026-11-03T12:09:19.000Z Korea Space Data Center更新了路线图，目标是2028年实现100千克级系统。 https://slicast.com/article/o8gymw Slicast en 2026-11-03T12:05:54.000Z Aramco has closed its $2.6bn purchase of a 49% stake in Saudi AI firm HUMAIN, with PIF retaining 51%. https://slicast.com/zh/article/o8gymw Slicast zh-cn 2026-11-03T12:05:54.000Z 沙特阿美已完成26亿美元收购沙特AI公司HUMAIN 49%股权的交易，公共投资基金（PIF）保留51%股权。 https://slicast.com/ko/article/o8gymw Slicast ko 2026-11-03T12:05:54.000Z 아람코, 사우디 AI 기업 HUMAIN 지분 49% 인수 26억 달러 규모 거래 완료… PIF 지분 51% 유지 https://slicast.com/article/1evyg45 Slicast en 2026-11-03T12:04:32.000Z AI chip smugglers are exploiting a trade-control loophole by attaching banned HBM from South Korea to low-end processors, because customs checks only processor performance specifications. https://slicast.com/zh/article/1evyg45 Slicast zh-cn 2026-11-03T12:04:32.000Z AI芯片走私者利用贸易管制漏洞，将来自韩国的受禁HBM搭配低端处理器运往中国，因为海关仅核查服务器处理器的性能参数。 https://slicast.com/article/1ae44ap Slicast en 2026-11-03T11:54:32.000Z Taiwan suppliers are preparing plants and chip IP for TSMC's 2-nanometer ramp. https://slicast.com/zh/article/1ae44ap Slicast zh-cn 2026-11-03T11:54:32.000Z 台湾供应商正在为台积电2纳米制程量产准备厂房和芯片IP。 https://slicast.com/article/101x4be Slicast en 2026-11-03T11:23:47.000Z Oracle announced a $20 billion combined stock and bond offering to fund its AI infrastructure expansion. https://slicast.com/zh/article/101x4be Slicast zh-cn 2026-11-03T11:23:47.000Z Oracle宣布发行总额200亿美元的股票与债券组合融资,用于扩大其AI基础设施建设。 https://slicast.com/ko/article/101x4be Slicast ko 2026-11-03T11:23:47.000Z Oracle, AI 인프라 확장 자금 조달을 위해 총 200억 달러 규모의 주식 및 채권 병행 발행을 발표했다. https://slicast.com/article/allkq2 Slicast en 2026-11-03T11:19:52.000Z Nvidia has reportedly told data center partners to limit their China exposure to below 50% as the US tightens control over AI chip access. https://slicast.com/zh/article/allkq2 Slicast zh-cn 2026-11-03T11:19:52.000Z 据报道,英伟达(Nvidia)已要求数据中心合作伙伴将其在中国市场的业务占比控制在50%以下,同时美国正在收紧对AI芯片获取的管控。 https://slicast.com/ko/article/allkq2 Slicast ko 2026-11-03T11:19:52.000Z Nvidia가 미국의 AI 칩 접근 통제 강화에 따라 데이터센터 파트너들에게 중국 관련 노출 비중을 50% 미만으로 제한하라고 지시한 것으로 전해졌다. https://slicast.com/article/1qhxtwa Slicast en 2026-11-03T11:11:46.000Z The four big hyperscalers are raising more than $131 billion in debt and equity to fund AI buildout. Amazon alone has disclosed an $80bn loan facility. https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-03T11:11:46.000Z 四大超大规模云服务商正通过债务和股权融资筹集超过1310亿美元,用于AI基础设施建设。仅亚马逊就已披露800亿美元的贷款额度。 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-03T11:11:46.000Z 네 개의 대형 하이퍼스케일러가 AI 인프라 구축 자금 마련을 위해 1,310억 달러가 넘는 부채와 지분을 조달하고 있다. 아마존은 단독으로 800억 달러 규모의 대출 한도를 공시했다. https://slicast.com/article/zg9y6t Slicast en 2026-11-03T10:34:00.000Z Anthropic's updated S-1 filing discloses $895.4bn in cloud and data center commitments. Revenue is growing, but growth is slowing. https://slicast.com/zh/article/zg9y6t Slicast zh-cn 2026-11-03T10:34:00.000Z Anthropic 更新后的 S-1 文件披露,其云及数据中心承诺金额为 895.4bn 美元。营收持续增长,但增速正在放缓。 https://slicast.com/ko/article/zg9y6t Slicast ko 2026-11-03T10:34:00.000Z Anthropic의 개정 S-1 신고서는 클라우드 및 데이터센터 관련 약정 규모가 8,954억 달러(895.4bn)에 달한다고 공시했다. 매출은 증가하고 있으나, 성장 속도는 둔화되고 있다. https://slicast.com/commentary/tencent-2026-11-02 Slicast en 2026-11-02T21:43:52.476Z Tencent Nvidia Orders and Oracle GPU Lease, October 2026 https://slicast.com/zh/commentary/tencent-2026-11-02 Slicast zh-cn 2026-11-02T21:43:52.476Z 腾讯英伟达订单与Oracle GPU租赁，2026年10月 https://slicast.com/commentary/groq-2026-11-02 Slicast en 2026-11-02T21:35:01.319Z Groq 3 LPU at Dell AI Factory, October 2026 https://slicast.com/zh/commentary/groq-2026-11-02 Slicast zh-cn 2026-11-02T21:35:01.319Z 戴尔AI Factory引入Groq 3 LPU机架推理，2026年10月 https://slicast.com/commentary/marvell-2026-11-02 Slicast en 2026-11-02T21:16:57.553Z Why Marvell's Reported $115 Billion Lumentum Acquisition Sent MRVL Down 12.8%, October 2026 https://slicast.com/zh/commentary/marvell-2026-11-02 Slicast zh-cn 2026-11-02T21:16:57.553Z 为何美满电子拟1150亿美元收购Lumentum引发MRVL股价下跌12.8%，2026年10月 https://slicast.com/article/yhv2nb Slicast en 2026-11-02T21:12:00.000Z OpenAI leases 10-gigawatt AI data center campus from SoftBank's SB Energy https://slicast.com/zh/article/yhv2nb Slicast zh-cn 2026-11-02T21:12:00.000Z OpenAI 与 SoftBank SB Energy 签 20 年租约,Ohio 10 GW 园区配套电厂投资 $330 亿,2032 年完工 https://slicast.com/ko/article/yhv2nb Slicast ko 2026-11-02T21:12:00.000Z OpenAI, SoftBank 산하 SB Energy와 10기가와트 규모 AI 데이터센터 캠퍼스 임대 계약 체결 https://slicast.com/article/1wc0ovf Slicast en 2026-11-02T21:11:00.000Z IREN Stock Falls 8% After Q4 Miss; AI Cloud Shift Gains Momentum https://slicast.com/zh/article/1wc0ovf Slicast zh-cn 2026-11-02T21:11:00.000Z IREN Q1 FY27 财报 11 月 5 日披露:AI Cloud ARR 已突破 $10 亿,目标年底达 $40 亿 https://slicast.com/ko/article/1wc0ovf Slicast ko 2026-11-02T21:11:00.000Z IREN 주가, 4분기 실적 부진에 8% 하락… AI 클라우드 전환은 탄력 받아 https://slicast.com/article/92s1su Slicast en 2026-11-02T21:10:00.000Z Lambda Raises Over $1.5 Billion In Series E Funding Led By TWG Global https://slicast.com/zh/article/92s1su Slicast zh-cn 2026-11-02T21:10:00.000Z Lambda 完成 $15 亿 E 轮融资,锁定 Microsoft 多十亿美元合同,筹谋 GW 级 AI 工厂与 IPO https://slicast.com/ko/article/92s1su Slicast ko 2026-11-02T21:10:00.000Z Lambda, TWG Global 주도 시리즈 E 펀딩으로 15억 달러 이상 조달 https://slicast.com/article/1fgf5nj Slicast en 2026-11-02T21:09:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-11-02T21:09:00.000Z 大科技 2026 年 AI 资本开支合计逾 $7,300 亿;五大云运营商本季资本开支占满经营现金流 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-11-02T21:09:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 2,200억 달러로 상향 https://slicast.com/article/qnfg30 Slicast en 2026-11-02T21:06:00.000Z CoreWeave and other neocloud stocks drop after Microsoft revises capex down https://slicast.com/zh/article/qnfg30 Slicast zh-cn 2026-11-02T21:06:00.000Z Microsoft Q3 资本开支 $452 亿低于华尔街预期 $507 亿,neocloud 板块当日集体跳水 https://slicast.com/ko/article/qnfg30 Slicast ko 2026-11-02T21:06:00.000Z CoreWeave 등 네오클라우드 주식, 마이크로소프트의 자본지출 하향 조정 이후 하락 https://slicast.com/article/1txfcxy Slicast en 2026-11-02T21:03:00.000Z Anthropic posts $17B quarterly revenue but losses continue in fresh IPO filing https://slicast.com/zh/article/1txfcxy Slicast zh-cn 2026-11-02T21:03:00.000Z Anthropic 更新 S-1:Q3 单季营收 $169.6 亿,净亏损收窄至 $232.9 亿,估值降至 $1.5 万亿 https://slicast.com/ko/article/1txfcxy Slicast ko 2026-11-02T21:03:00.000Z Anthropic, 분기 매출 170억 달러 기록에도 손실 지속...신규 IPO 신고서에서 드러나 https://slicast.com/article/16nyh54 Slicast en 2026-11-02T21:02:00.000Z Super Micro Drops 5% Ahead of Earnings as AI Server Selloff Extends; Dell Falls 4%, HPE Slides 3% https://slicast.com/zh/article/16nyh54 Slicast zh-cn 2026-11-02T21:02:00.000Z Super Micro 今日盘后发布 Q1 FY27 财报:营收预报超指引但毛利率深陷 12% 低位 https://slicast.com/ko/article/16nyh54 Slicast ko 2026-11-02T21:02:00.000Z Super Micro, 실적 발표 앞두고 5% 하락…AI 서버 매도세 확산; Dell 4%, HPE 3% 하락 https://slicast.com/article/178a2ag Slicast en 2026-11-02T21:01:00.000Z CoreWeave Stock Hits All-Time Low as Losses Extend to 44% Over the Past Month https://slicast.com/zh/article/178a2ag Slicast zh-cn 2026-11-02T21:01:00.000Z CoreWeave 跌至历史新低 $49.92,月跌 44%;2031 年债券收益率升至纪录 15.76% https://slicast.com/ko/article/178a2ag Slicast ko 2026-11-02T21:01:00.000Z CoreWeave 주가, 지난 한 달간 44% 하락하며 사상 최저치 기록 https://slicast.com/commentary/astera-labs-2026-11-02 Slicast en 2026-11-02T20:56:59.437Z Astera Labs 10.5% Single-Session Decline, October 2026 https://slicast.com/zh/commentary/astera-labs-2026-11-02 Slicast zh-cn 2026-11-02T20:56:59.437Z Astera Labs单日跌幅10.5%，2026年10月 https://slicast.com/commentary/oracle-2026-11-02 Slicast en 2026-11-02T20:43:18.069Z Oracle OCI, October 2026: Shares Drop 8.4% Against $55.66B Capex and FY2030 Commitments https://slicast.com/zh/commentary/oracle-2026-11-02 Slicast zh-cn 2026-11-02T20:43:18.069Z 甲骨文OCI，2026年10月：股价单日跌8.4%，FY2026资本开支556.6亿美元占营收83%，FY2030逾2250亿美元营收目标承压 https://slicast.com/commentary/coreweave-2026-11-02 Slicast en 2026-11-02T20:30:02.541Z CoreWeave Neocloud Stress, October 2026: Stock Closes at $50.48 as Bond Yields Reportedly Breach 16% https://slicast.com/zh/commentary/coreweave-2026-11-02 Slicast zh-cn 2026-11-02T20:30:02.541Z CoreWeave算力云压力，2026年10月：股价收于50.48美元，债券收益率据报突破16% https://slicast.com/article/vi5pet Slicast en 2026-11-02T20:23:00.000Z An NT (Northern Territory, Australia) data centre has pulled back its timeline after a regulator stalled the project, with more time needed to set environmental parameters. https://slicast.com/zh/article/vi5pet Slicast zh-cn 2026-11-02T20:23:00.000Z 澳大利亚北领地（NT）的一个数据中心项目因监管机构拖延，已调整并推迟了时间表，需要更多时间确定环境参数。 https://slicast.com/ko/article/vi5pet Slicast ko 2026-11-02T20:23:00.000Z 노던 테리토리(호주)의 한 데이터센터가 규제 당국의 프로젝트 지연에 따라 일정을 연기했으며, 환경 기준을 설정하는 데 더 많은 시간이 필요한 상황이다. https://slicast.com/brief/2026-11-03 Slicast en 2026-11-02T20:08:34.809Z Latest AI Infrastructure News: November 3, 2026 https://slicast.com/zh/brief/2026-11-03 Slicast zh-cn 2026-11-02T20:08:34.809Z AI 基础设施新闻早报 · 2026年11月3日 https://slicast.com/ko/brief/2026-11-03 Slicast ko 2026-11-02T20:08:34.809Z 최신 AI 인프라 뉴스 · 2026년 11월 3일 https://slicast.com/article/jzl6pr Slicast en 2026-11-02T19:59:27.000Z UC San Diego has launched an AI-driven chip design research initiative supported by Qualcomm Technologies. https://slicast.com/zh/article/jzl6pr Slicast zh-cn 2026-11-02T19:59:27.000Z 加州大学圣地亚哥分校在高通支持下，启动了一项由人工智能驱动的芯片设计研究计划。 https://slicast.com/ko/article/jzl6pr Slicast ko 2026-11-02T19:59:27.000Z UC San Diego가 Qualcomm Technologies의 지원을 받는 AI 기반 칩 설계 연구 이니셔티브를 출범했다. https://slicast.com/article/elj0zb Slicast en 2026-11-02T19:28:47.000Z Elon Musk's SpaceX lost a court fight over alleged pollution from its AI data center. https://slicast.com/zh/article/elj0zb Slicast zh-cn 2026-11-02T19:28:47.000Z 埃隆·马斯克旗下的SpaceX在一场有关其人工智能数据中心涉嫌污染的诉讼中败诉。 https://slicast.com/ko/article/elj0zb Slicast ko 2026-11-02T19:28:47.000Z SpaceX, 일론 머스크의 회사, 는 AI 데이터센터의 오염 의혹을 둘러싼 법정 공방에서 패소했다. Wait, I need to correct that: the output must be concise and avoid unnecessary characters. Corrected final: SpaceX, 일론 머스크의 회사,는 AI 데이터센터 관련 https://slicast.com/article/5uhzn6 Slicast en 2026-11-02T19:16:20.000Z Constellation has secured a $5B conditional loan from the DOE to scale up its nuclear fleet across three states through power uprates. https://slicast.com/zh/article/5uhzn6 Slicast zh-cn 2026-11-02T19:16:20.000Z Constellation获得美国能源部（DOE）提供的50亿美元有条件贷款，将通过功率提升改造扩大其在三个州的核电机组规模。 https://slicast.com/ko/article/5uhzn6 Slicast ko 2026-11-02T19:16:20.000Z Constellation은 출력 증강(power uprate)을 통해 3개 주에 걸친 원자력 발전 설비를 확대하기 위해 DOE로부터 50억 달러 규모의 조건부 대출을 확보했다. https://slicast.com/article/14x2l7p Slicast en 2026-11-02T19:15:31.000Z OpenAI is considering rebranding data centers as 'AI compute campuses' as public backlash intensifies, and expects AI to become a major issue in the 2028 presidential election, so it is preparing a po https://slicast.com/zh/article/14x2l7p Slicast zh-cn 2026-11-02T19:15:31.000Z OpenAI正考虑将数据中心更名为「人工智能计算园区」，以应对日益高涨的公众反对情绪；它预计人工智能将成为2028年总统大选的重要议题，并计划在美国中期选举后推动政策与公关攻势。 https://slicast.com/ko/article/14x2l7p Slicast ko 2026-11-02T19:15:31.000Z OpenAI는 공개적인 반발이 거세지는 가운데 데이터센터를 'AI 컴퓨팅 캠퍼스'로 명칭을 바꾸는 방안을 검토하고 있다. 또한 AI가 2028년 대선의 주요 쟁점이 될 것으로 보고, 미국 중간선거 이후 정책 및 홍보 활동을 강화할 준비를 하고 있다. https://slicast.com/article/oix61 Slicast en 2026-11-02T19:09:02.000Z Sandia has been selected for $3.38M in DOE funding to develop advanced nuclear fuel analysis tools. https://slicast.com/zh/article/oix61 Slicast zh-cn 2026-11-02T19:09:02.000Z 桑迪亚国家实验室（Sandia）获得美国能源部（DOE）338万美元资助，用于开发先进核燃料分析工具。 https://slicast.com/ko/article/oix61 Slicast ko 2026-11-02T19:09:02.000Z Sandia, DOE로부터 첨단 원자력 연료 분석 도구 개발을 위한 338만 달러 규모의 자금 지원 대상으로 선정됐다. https://slicast.com/article/1cjabq9 Slicast en 2026-11-02T19:05:55.000Z xAI's Memphis AI data centers face EPA action and a Clean Air Act lawsuit over dozens of methane turbines. https://slicast.com/zh/article/1cjabq9 Slicast zh-cn 2026-11-02T19:05:55.000Z xAI位于孟菲斯的人工智能数据中心面临美国环保署（EPA）的执法行动，并遭到依据Clean Air Act提起的诉讼，涉及数十台甲烷燃气轮机。 https://slicast.com/ko/article/1cjabq9 Slicast ko 2026-11-02T19:05:55.000Z xAI의 Memphis AI 데이터센터가 수십 기의 메탄 터빈을 두고 EPA의 조치와 대기정화법(Clean Air Act) 소송에 직면해 있다. https://slicast.com/article/1ppfpoq Slicast en 2026-11-02T19:00:00.000Z President Trump left open the possibility of dropping Nvidia's CEO as a technology adviser after a China spy report, calling the matter 'a very complex issue'. https://slicast.com/zh/article/1ppfpoq Slicast zh-cn 2026-11-02T19:00:00.000Z 特朗普表示，在一份涉华间谍报告出台后，他不排除解除英伟达首席执行官的科技顾问职务，并称此事是「非常复杂的问题」。 https://slicast.com/ko/article/1ppfpoq Slicast ko 2026-11-02T19:00:00.000Z 트럼프 대통령은 중국 간첩 관련 보도 이후 엔비디아 CEO를 기술 고문에서 배제할 가능성을 열어 두면서, 이 문제를 "매우 복잡한 사안"이라고 말했다. https://slicast.com/article/1p1f4h7 Slicast en 2026-11-02T18:48:21.000Z ADNOC signed a landmark partnership agreement with OpenAI and G42, becoming the first energy company to deploy OpenAI Frontier technology. https://slicast.com/zh/article/1p1f4h7 Slicast zh-cn 2026-11-02T18:48:21.000Z 阿布扎比国家石油公司（ADNOC）与OpenAI及G42签署具有里程碑意义的合作协议，成为首家部署OpenAI Frontier技术的能源公司。 https://slicast.com/ko/article/1p1f4h7 Slicast ko 2026-11-02T18:48:21.000Z ADNOC은 OpenAI 및 G42와 획기적인 파트너십 협약을 체결하며, OpenAI Frontier 기술을 도입한 최초의 에너지 기업이 되었습니다. https://slicast.com/article/vvwwpz Slicast en 2026-11-02T18:41:14.000Z Marvell is acquiring Lumentum for $115B in a record-breaking AI technology deal. https://slicast.com/zh/article/vvwwpz Slicast zh-cn 2026-11-02T18:41:14.000Z 美满电子将以1150亿美元收购Lumentum，这是一项创纪录的人工智能科技交易。 https://slicast.com/ko/article/vvwwpz Slicast ko 2026-11-02T18:41:14.000Z Marvell, 역대 최대 규모의 AI 기술 거래로 Lumentum을 1,150억 달러에 인수한다. https://slicast.com/article/m4arjb Slicast en 2026-11-02T18:34:24.000Z Cipher Digital shares fell 5% after it missed third-quarter revenue expectations, even as its first high-performance computing lease revenue began to arrive. https://slicast.com/zh/article/m4arjb Slicast zh-cn 2026-11-02T18:34:24.000Z Cipher Digital第三季度营收未达预期，股价下跌5%，但其首笔高性能计算租赁收入已开始入账。 https://slicast.com/ko/article/m4arjb Slicast ko 2026-11-02T18:34:24.000Z Cipher Digital 주가는 3분기 매출이 시장 기대치에 미치지 못하면서 5% 하락했다. 다만 첫 고성능 컴퓨팅(HPC) 임대 매출이 발생하기 시작했다. https://slicast.com/article/bxswrp Slicast en 2026-11-02T18:20:34.000Z NVIDIA's technical blog explains how to make Kubernetes AI-ready for NVIDIA Vera Rubin from day one. https://slicast.com/zh/article/bxswrp Slicast zh-cn 2026-11-02T18:20:34.000Z 英伟达技术博客介绍了如何让Kubernetes在Vera Rubin平台上线首日即具备人工智能就绪能力。 https://slicast.com/ko/article/bxswrp Slicast ko 2026-11-02T18:20:34.000Z NVIDIA의 기술 블로그는 NVIDIA Vera Rubin을 처음부터 AI에 대응하도록 Kubernetes를 준비하는 방법을 설명한다. https://slicast.com/article/fu8rh8 Slicast en 2026-11-02T18:20:19.000Z NetApp has completed its acquisition of PEAK:AIO, strengthening NetApp Novus high-performance storage with differentiated metadata technology and a parallel file architecture built for AI. https://slicast.com/zh/article/fu8rh8 Slicast zh-cn 2026-11-02T18:20:19.000Z NetApp已完成对PEAK:AIO的收购，为其NetApp Novus高性能存储产品增添了差异化元数据技术，以及专为人工智能打造的并行文件架构。 https://slicast.com/ko/article/fu8rh8 Slicast ko 2026-11-02T18:20:19.000Z NetApp가 PEAK:AIO 인수를 완료했다고 발표했습니다. 이번 인수로 차별화된 메타데이터 기술과 AI를 위해 설계된 병렬 파일 아키텍처가 NetApp Novus 고성능 스토리지에 더해지며, 제품 경쟁력이 강화될 전망입니다. https://slicast.com/article/1m4yg31 Slicast en 2026-11-02T18:07:21.000Z Tachyum, developer of the long-delayed Prodigy universal processor, has voluntarily filed for bankruptcy, and a court in Bratislava has opened bankruptcy proceedings. https://slicast.com/zh/article/1m4yg31 Slicast zh-cn 2026-11-02T18:07:21.000Z 长期延期的通用处理器Prodigy开发商Tachyum已自愿申请破产，布拉迪斯拉发法院已启动破产程序。 https://slicast.com/ko/article/1m4yg31 Slicast ko 2026-11-02T18:07:21.000Z Tachyum, 장기간 출시가 지연된 Prodigy 범용 프로세서의 개발사가 자발적으로 파산 신청을 했으며, 브라티슬라바 법원이 파산 절차를 개시했다. https://slicast.com/article/vrz3nq Slicast en 2026-11-02T18:04:24.000Z Penguin Solutions has introduced high-bandwidth SMART Modular MRDIMMs that boost data throughput for demanding AI workloads, with optional Zefr testing for enhanced reliability. https://slicast.com/zh/article/vrz3nq Slicast zh-cn 2026-11-02T18:04:24.000Z Penguin Solutions推出高带宽SMART Modular MRDIMM内存模组，可提升高负载人工智能工作负载的数据吞吐量，并提供可选的Zefr测试以增强可靠性。 https://slicast.com/ko/article/vrz3nq Slicast ko 2026-11-02T18:04:24.000Z Penguin Solutions가 고대역폭 SMART Modular MRDIMM을 출시했습니다. 이 제품은 까다로운 AI 워크로드를 위해 데이터 처리량을 높이며, 선택 사항으로 Zefr 테스트를 통해 신뢰성을 강화할 수 있습니다. https://slicast.com/article/1pkkso5 Slicast en 2026-11-02T18:02:57.000Z Qualcomm is positioning its HBC and AI250 offerings to target the AI inference datacenter market. https://slicast.com/zh/article/1pkkso5 Slicast zh-cn 2026-11-02T18:02:57.000Z 高通正以HBC和AI250产品瞄准AI推理数据中心市场。 https://slicast.com/ko/article/1pkkso5 Slicast ko 2026-11-02T18:02:57.000Z Qualcomm은 HBC 및 AI250 제품을 AI 추론 데이터센터 시장을 겨냥하여 포지셔닝하고 있다. https://slicast.com/article/1b6vfx4 Slicast en 2026-11-02T18:01:30.000Z OpenAI is pitching data center power plants as a way to protect nearby areas. https://slicast.com/zh/article/1b6vfx4 Slicast zh-cn 2026-11-02T18:01:30.000Z OpenAI提议以数据中心自备发电厂的方式保护周边地区。 https://slicast.com/ko/article/1b6vfx4 Slicast ko 2026-11-02T18:01:30.000Z OpenAI는 인근 지역을 보호하는 방안으로 데이터센터 발전소를 제안하고 있다. https://slicast.com/article/x1mjrs Slicast en 2026-11-02T18:01:24.000Z The New York Times reports on Anthropic's search for additional AI computing power. https://slicast.com/zh/article/x1mjrs Slicast zh-cn 2026-11-02T18:01:24.000Z 《纽约时报》报道了Anthropic为获取更多AI算力所做的努力。 https://slicast.com/ko/article/x1mjrs Slicast ko 2026-11-02T18:01:24.000Z The New York Times 보도에 따르면 Anthropic이 추가 AI 컴퓨팅 역량을 확보하기 위해 나서고 있다. https://slicast.com/article/6nsn1e Slicast en 2026-11-02T18:00:43.000Z Altman of OpenAI has signed energy and government deals in the UAE as part of a Gulf funding push. https://slicast.com/zh/article/6nsn1e Slicast zh-cn 2026-11-02T18:00:43.000Z OpenAI的奥特曼在阿联酋签署能源与政府合作协议，此举是海湾地区融资推动的一部分。 https://slicast.com/ko/article/6nsn1e Slicast ko 2026-11-02T18:00:43.000Z OpenAI의 올트먼은 걸프 지역 투자 유치 활동의 일환으로 UAE에서 에너지 및 정부 관련 계약에 서명했다. https://slicast.com/article/zdm9k6 Slicast en 2026-11-02T18:00:32.000Z Putin has told non-state Russian data centers to set aside 10% of their total capacity for the state's own IT infrastructure, following Ukrainian drone attacks. https://slicast.com/zh/article/zdm9k6 Slicast zh-cn 2026-11-02T18:00:32.000Z 普京要求非国有俄罗斯数据中心预留其总容量的10%供国家IT基础设施使用，此举是在乌克兰无人机袭击之后做出的。 https://slicast.com/ko/article/zdm9k6 Slicast ko 2026-11-02T18:00:32.000Z 푸틴 대통령은 우크라이나의 드론 공격에 대응해 비국가 러시아 데이터센터가 전체 용량의 10%를 국가 IT 인프라용으로 확보하도록 지시했다. https://slicast.com/article/1dvdoqx Slicast en 2026-11-02T17:39:48.000Z Applied Digital shares fell to a one-year low as its CEO says the company is not a neocloud, while its 800 MW of capacity still needs financing. https://slicast.com/zh/article/1dvdoqx Slicast zh-cn 2026-11-02T17:39:48.000Z Applied Digital股价跌至一年多来的低点，其CEO表示公司并非新型GPU云服务商，但其800兆瓦的产能仍需融资。 https://slicast.com/ko/article/1dvdoqx Slicast ko 2026-11-02T17:39:48.000Z Applied Digital 주가가 1년 내 최저치로 하락했다. 회사 CEO가 자사는 네오클라우드가 아니라고 밝혔으나, 800MW 규모의 용량에 대한 자금 조달은 여전히 필요한 상황이다. https://slicast.com/article/c3p11t Slicast en 2026-11-02T17:27:16.000Z A US$3 billion AI campus in Patagonia has been reported with power capacity at 2.7x that of Buenos Aires. https://slicast.com/zh/article/c3p11t Slicast zh-cn 2026-11-02T17:27:16.000Z 据报道，巴塔哥尼亚一座30亿美元的AI园区，其电力容量是布宜诺斯艾利斯的2.7倍。 https://slicast.com/ko/article/c3p11t Slicast ko 2026-11-02T17:27:16.000Z 미국 30억 달러 규모의 AI 캠퍼스가 파타고니아에 들어설 예정이며, 전력 용량은 부에노스아이레스의 2.7배에 이를 것으로 보도되었다. https://slicast.com/article/16oy6ux Slicast en 2026-11-02T17:18:00.000Z Envision claims to be running the world's first 800VDC data center in Ulanqab, China, and separately reported an 800V DC power system deployment at an AI data center. https://slicast.com/zh/article/16oy6ux Slicast zh-cn 2026-11-02T17:18:00.000Z Envision声称其在中国乌兰察布运营全球首个800V直流数据中心，另有报道称其在一座AI数据中心部署了800V直流供电系统。 https://slicast.com/ko/article/16oy6ux Slicast ko 2026-11-02T17:18:00.000Z Envision은 중국 울란차부(Ulanqab)에서 세계 최초의 800VDC 데이터센터를 운영하고 있다고 주장했으며, 별도로 AI 데이터센터에 800V DC 전원 시스템을 도입했다고 발표했다. https://slicast.com/article/of22nk Slicast en 2026-11-02T17:14:48.000Z A Megaspeed executive with close ties to Nvidia CEO Jensen Huang has been suspected of spying for China, and Nvidia and the Chinese Embassy reject claims of targeted spying. https://slicast.com/zh/article/of22nk Slicast zh-cn 2026-11-02T17:14:48.000Z Megaspeed一名与英伟达首席执行官黄仁勋关系密切的高管被怀疑为中国从事间谍活动，英伟达与中国大使馆均否认有针对性的间谍活动指控。 https://slicast.com/ko/article/of22nk Slicast ko 2026-11-02T17:14:48.000Z Megaspeed의 한 임원은 엔비디아 CEO 젠슨 황과 가까운 관계인 인물로, 중국을 위해 스파이 활동을 한 혐의를 받고 있다. 이에 대해 엔비디아와 중국 대사관은 표적 스파이 활동이라는 주장을 부인했다. https://slicast.com/article/1d0m4nm Slicast en 2026-11-02T17:11:00.000Z SpaceXAI is launching two additional data center campuses in Mississippi, dubbed Gun Range and Spam, to further expand Colossus 2, with both to be operational by year-end according to Musk. https://slicast.com/zh/article/1d0m4nm Slicast zh-cn 2026-11-02T17:11:00.000Z SpaceXAI正在密西西比州新建两座数据中心园区，代号Gun Range和Spam，以进一步扩大Colossus 2；据马斯克称，两地将于年底前投入运营。 https://slicast.com/ko/article/1d0m4nm Slicast ko 2026-11-02T17:11:00.000Z SpaceXAI는 Colossus 2를 추가로 확장하기 위해 미시시피주에 두 개의 데이터센터 캠퍼스를 더 건설하고 있으며, 각각 "Gun Range"와 "Spam"으로 불린다고 밝혔다. 머스크에 따르면 두 캠퍼스 모두 연말까지 가동될 예정이다. https://slicast.com/article/1mq2o39 Slicast en 2026-11-02T17:10:00.000Z Akash Announces Migration to Solana to Power the Next Generation of AI Infrastructure https://slicast.com/zh/article/1mq2o39 Slicast zh-cn 2026-11-02T17:10:00.000Z Akash宣布迁移至Solana，为新一代AI基础设施提供动力 https://slicast.com/ko/article/1mq2o39 Slicast ko 2026-11-02T17:10:00.000Z Akash, 차세대 AI 인프라 구동을 위해 Solana로의 마이그레이션 계획 발표 https://slicast.com/article/knoahr Slicast en 2026-11-02T17:05:30.000Z Cipher reports 3.4 GW of potential grid capacity within its 5.9-GW pipeline. https://slicast.com/zh/article/knoahr Slicast zh-cn 2026-11-02T17:05:30.000Z Cipher报告其5.9吉瓦的项目管线中，有3.4吉瓦的潜在电网容量。 https://slicast.com/ko/article/knoahr Slicast ko 2026-11-02T17:05:30.000Z Cipher는 5.9GW 파이프라인 가운데 3.4GW의 잠재 전력망 용량을 확보했다고 보고했다. https://slicast.com/article/31i4wp Slicast en 2026-11-02T17:00:45.000Z Microsoft bought 616 acres in Dallas County, Iowa for US$95.5 million, more than double what the previous buyer paid. https://slicast.com/zh/article/31i4wp Slicast zh-cn 2026-11-02T17:00:45.000Z 微软以9550万美元购入爱荷华州达拉斯县616英亩土地，价格是前买家所付金额的两倍多。 https://slicast.com/ko/article/31i4wp Slicast ko 2026-11-02T17:00:45.000Z Microsoft는 아이오와주 달라스 카운티의 토지 616에이커를 9,550만 달러에 매입했으며, 이는 이전 매수자가 지불한 금액의 두 배가 넘는다. https://slicast.com/article/1dpwq7u Slicast en 2026-11-02T16:57:36.000Z Oracle plans to raise US$20 billion to fund its AI infrastructure expansion. https://slicast.com/zh/article/1dpwq7u Slicast zh-cn 2026-11-02T16:57:36.000Z 甲骨文计划筹资200亿美元，用于扩大其人工智能基础设施建设。 https://slicast.com/ko/article/1dpwq7u Slicast ko 2026-11-02T16:57:36.000Z Oracle, AI 인프라 확장 자금 조달을 위해 200억 달러를 모금할 계획이다. https://slicast.com/article/1dthrb3 Slicast en 2026-11-02T16:56:02.000Z Anthropic's amended IPO filing details its long-term compute commitments. https://slicast.com/zh/article/1dthrb3 Slicast zh-cn 2026-11-02T16:56:02.000Z Anthropic修订后的IPO文件披露了其长期算力承诺的细节。 https://slicast.com/ko/article/1dthrb3 Slicast ko 2026-11-02T16:56:02.000Z Anthropic의 수정된 IPO 신고서에는 장기 컴퓨팅 자원 약정 내용이 상세히 담겨 있다. https://slicast.com/article/vk3sgw Slicast en 2026-11-02T16:55:28.000Z Taiwan will criminalize smuggling of Nvidia AI chips to China. https://slicast.com/zh/article/vk3sgw Slicast zh-cn 2026-11-02T16:55:28.000Z 台湾将把向中国走私英伟达AI芯片的行为定为刑事犯罪。 https://slicast.com/ko/article/vk3sgw Slicast ko 2026-11-02T16:55:28.000Z 대만, 중국으로의 엔비디아 AI 칩 밀수를 범죄로 규정할 방침이다. https://slicast.com/article/16e7u02 Slicast en 2026-11-02T16:55:00.000Z Terafab has reportedly restarted talks with TSMC, focusing on operational control and co-investment. https://slicast.com/zh/article/16e7u02 Slicast zh-cn 2026-11-02T16:55:00.000Z 据报道，Terafab已重启与台积电的谈判，议题包括运营控制权与联合投资。 https://slicast.com/ko/article/16e7u02 Slicast ko 2026-11-02T16:55:00.000Z Terafab가 TSMC와의 협상을 재개한 것으로 전해졌으며, 운영 통제권과 공동 투자를 주요 의제로 다루고 있다. https://slicast.com/article/ipc7d2 Slicast en 2026-11-02T16:53:56.000Z Mitsubishi Electric is seeking to expand its North American grid foothold, following an August plan to spend US$1.4 billion to buy PCI Energy Solutions, whose platform manages about 60% of US power ge https://slicast.com/zh/article/ipc7d2 Slicast zh-cn 2026-11-02T16:53:56.000Z 三菱电机正寻求扩大其在北美电网领域的布局；此前8月，该公司曾表示将以14亿美元收购PCI Energy Solutions，该公司平台约管理美国发电量的60%。 https://slicast.com/ko/article/ipc7d2 Slicast ko 2026-11-02T16:53:56.000Z Mitsubishi Electric는 8월 발표한 계획에 따라 PCI Energy Solutions를 14억 달러에 인수하며 북미 전력망 사업 입지를 확대하려 하고 있다. 해당 기업의 플랫폼은 미국 발전량의 약 60%를 관리하고 있다. https://slicast.com/article/nbbms8 Slicast en 2026-11-02T16:53:53.000Z A judge has derailed xAI's bid to dismiss a data center turbine case. https://slicast.com/zh/article/nbbms8 Slicast zh-cn 2026-11-02T16:53:53.000Z 法官驳回了xAI试图驳回一起数据中心涡轮机案件的动议。 https://slicast.com/ko/article/nbbms8 Slicast ko 2026-11-02T16:53:53.000Z xAI의 데이터센터 터빈 소송 기각 신청이 판사에 의해 제동이 걸렸다. https://slicast.com/article/22yrz4 Slicast en 2026-11-02T16:52:00.000Z CXMT is preparing volume production of HBM3E memory for AI hardware. https://slicast.com/zh/article/22yrz4 Slicast zh-cn 2026-11-02T16:52:00.000Z 长鑫存储（CXMT）正在筹备面向AI硬件的HBM3E内存量产。 https://slicast.com/ko/article/22yrz4 Slicast ko 2026-11-02T16:52:00.000Z CXMT는 AI 하드웨어용 HBM3E 메모리의 양산을 준비하고 있다. https://slicast.com/article/8nfr1p Slicast en 2026-11-02T16:48:44.000Z Mistral AI's chief has warned about US and Chinese AI export controls. https://slicast.com/zh/article/8nfr1p Slicast zh-cn 2026-11-02T16:48:44.000Z Mistral AI负责人警告称，美国与中国的AI出口管制可能带来冲击。 https://slicast.com/ko/article/8nfr1p Slicast ko 2026-11-02T16:48:44.000Z Mistral AI의 최고경영자가 미국과 중국의 AI 수출 통제에 대해 경고했다. https://slicast.com/article/1ju2quh Slicast en 2026-11-02T16:46:57.000Z Northern Solar's CRESS awards cover 189 MWac of solar capacity for data centers. https://slicast.com/zh/article/1ju2quh Slicast zh-cn 2026-11-02T16:46:57.000Z Northern Solar的CRESS奖项覆盖189兆瓦交流（MWac）的数据中心光伏容量。 https://slicast.com/ko/article/1ju2quh Slicast ko 2026-11-02T16:46:57.000Z Northern Solar의 CRESS 계약은 데이터센터용 189 MWac 규모의 태양광 발전 설비를 포괄합니다. https://slicast.com/article/1b6zb62 Slicast en 2026-11-02T16:26:03.000Z Anthropic grew revenue twelvefold but posted a US$23 billion loss, swinging back to an operating loss ahead of its IPO. https://slicast.com/zh/article/1b6zb62 Slicast zh-cn 2026-11-02T16:26:03.000Z Anthropic营收增长十二倍，但录得230亿美元亏损，在IPO前重新转为经营性亏损。 https://slicast.com/ko/article/1b6zb62 Slicast ko 2026-11-02T16:26:03.000Z Anthropic은 매출을 12배 성장시켰으나 230억 달러의 손실을 기록했으며, 기업공개(IPO)를 앞두고 다시 영업손실로 돌아섰다. https://slicast.com/article/1strohy Slicast en 2026-11-02T16:22:31.000Z Applied Digital CEO Wes Cummins responded in a CNBC interview to Elon Musk's prediction of a 'guppy-level death' for more than 200 neoclouds. https://slicast.com/zh/article/1strohy Slicast zh-cn 2026-11-02T16:22:31.000Z Applied Digital首席执行官Wes Cummins在CNBC采访中，回应了Elon Musk关于200多家新型云服务商将遭遇'如同幼鱼般消亡'的预测。 https://slicast.com/ko/article/1strohy Slicast ko 2026-11-02T16:22:31.000Z Applied Digital CEO Wes Cummins는 CNBC 인터뷰에서 일론 머스크가 200여 개 네오클라우드 기업에 대해 '구피 수준의 죽음'을 예측한 것에 대해 입장을 밝혔다. https://slicast.com/article/vl6wvc Slicast en 2026-11-02T16:19:02.000Z Nvidia shares face a China setback as Huawei reportedly reaches a 28% share in China. https://slicast.com/zh/article/vl6wvc Slicast zh-cn 2026-11-02T16:19:02.000Z 英伟达股价面临中国市场挫折，华为据报道在中国市场已达到28%的份额。 https://slicast.com/ko/article/vl6wvc Slicast ko 2026-11-02T16:19:02.000Z 엔비디아 주가가 중국 시장에서 악재에 직면했다. 화웨이가 중국 시장 점유율 28%에 도달한 것으로 전해졌다. https://slicast.com/article/1rrbziq Slicast en 2026-11-02T16:10:45.000Z Rostelecom is in talks with Norilsk Nickel about building underground data centers, as Ukraine strikes data centers and Russia considers bunker-style facilities. https://slicast.com/zh/article/1rrbziq Slicast zh-cn 2026-11-02T16:10:45.000Z Rostelecom正与诺里尔斯克镍业洽谈建设地下数据中心，背景是乌克兰袭击数据中心，俄罗斯正考虑建造掩体式设施。 https://slicast.com/ko/article/1rrbziq Slicast ko 2026-11-02T16:10:45.000Z Rostelecom은 Norilsk Nickel과 지하 데이터센터 건설을 논의 중이며, 이는 우크라이나의 데이터센터 공격과 러시아의 벙커형 시설 검토가 맞물린 상황에서 나온 것이다. https://slicast.com/article/zc5kyq Slicast en 2026-11-02T16:08:33.000Z The US House is set to vote on a bill addressing the power costs of data centers. https://slicast.com/zh/article/zc5kyq Slicast zh-cn 2026-11-02T16:08:33.000Z 美国众议院即将就一项涉及数据中心电力成本的法案进行表决。 https://slicast.com/ko/article/zc5kyq Slicast ko 2026-11-02T16:08:33.000Z 미국 하원은 데이터센터의 전력 비용 문제를 다루는 법안에 대한 표결을 앞두고 있다. https://slicast.com/article/1m8fill Slicast en 2026-11-02T16:07:09.000Z A judge declined to dismiss a lawsuit over pollution from xAI's data center in Mississippi, so the case will proceed. https://slicast.com/zh/article/1m8fill Slicast zh-cn 2026-11-02T16:07:09.000Z 法官拒绝驳回针对xAI位于密西西比州数据中心污染问题的诉讼，案件将继续推进。 https://slicast.com/ko/article/1m8fill Slicast ko 2026-11-02T16:07:09.000Z 법원이 xAI의 미시시피주 데이터센터 오염 관련 소송에 대한 기각 신청을 받아들이지 않아, 소송은 계속 진행된다. https://slicast.com/article/l9jk47 Slicast en 2026-11-02T16:05:00.000Z Cipher Digital's Q3 revenue fell 63% as Bitcoin mining shrank, and its CEO rejected the 'Neocloud' label; coverage also flagged its first HPC rent alongside a $72M operating loss. https://slicast.com/zh/article/l9jk47 Slicast zh-cn 2026-11-02T16:05:00.000Z Cipher Digital第三季度营收下降63%，原因是比特币挖矿规模萎缩，其首席执行官拒绝接受'新型云服务商'这一定位。同期报道称，该公司首次取得高性能计算租赁收入，同时经营亏损为7200万美元。 https://slicast.com/ko/article/l9jk47 Slicast ko 2026-11-02T16:05:00.000Z Cipher Digital의 3분기 매출은 비트코인 채굴 규모 축소로 63% 감소했으며, 최고경영자는 'Neocloud' 명칭을 거부했다. 보도에서는 첫 HPC 임대 계약과 7,200만 달러의 영업손실도 함께 다뤘다. https://slicast.com/article/140qh8f Slicast en 2026-11-02T15:57:30.000Z Quiet Communities Launches Free Science-based Resource Hub to Help Communities Address Data Center Noise https://slicast.com/zh/article/140qh8f Slicast zh-cn 2026-11-02T15:57:30.000Z Quiet Communities推出免费的科学型资源中心，帮助社区应对数据中心噪音问题 https://slicast.com/ko/article/140qh8f Slicast ko 2026-11-02T15:57:30.000Z Quiet Communities, 데이터센터 소음 대응을 돕는 무료 과학 기반 자료 허브 출시 https://slicast.com/article/16hlpdp Slicast en 2026-11-02T15:44:39.000Z An INSIGHT analysis says a giant US power merger is positioned as a bet on the AI build-out, but its success may hinge on how power bills evolve for ratepayers. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-11-02T15:44:39.000Z 一篇深度分析文章称，美国一宗大型电力并购被视为对人工智能基础设施建设的押注，但其成败可能取决于电费账单的走势。 https://slicast.com/ko/article/16hlpdp Slicast ko 2026-11-02T15:44:39.000Z An INSIGHT 분석에 따르면, 대형 미국 전력 합병은 AI 인프라 확충에 대한 베팅으로 자리매김하고 있으나, 그 성공 여부는 전기요금 납부자들의 전기요금이 어떻게 변화하느냐에 좌우될 수 있다. https://slicast.com/article/r98z10 Slicast en 2026-11-02T15:44:23.000Z Sam Altman is courting UAE investors as OpenAI's funding target reportedly shrinks. https://slicast.com/zh/article/r98z10 Slicast zh-cn 2026-11-02T15:44:23.000Z 据报道，OpenAI的融资目标有所缩减，Sam Altman正在争取阿联酋投资者。 https://slicast.com/ko/article/r98z10 Slicast ko 2026-11-02T15:44:23.000Z 샘 올트먼, OpenAI 펀딩 목표 축소 속 UAE 투자자 설득에 나서 https://slicast.com/article/1evqvm8 Slicast en 2026-11-02T15:39:15.000Z SK Hynix shares rose 2.4% after Sam Altman's visit to Korea, where talks covered HBM supply and AI infrastructure. https://slicast.com/zh/article/1evqvm8 Slicast zh-cn 2026-11-02T15:39:15.000Z SK海力士股价上涨2.4%，此前Sam Altman访问韩国，会谈涉及高带宽存储器供应与人工智能基础设施合作。 https://slicast.com/ko/article/1evqvm8 Slicast ko 2026-11-02T15:39:15.000Z SK하이닉스 주가는 샘 올트먼의 한국 방문 이후 2.4% 상승했다. 이번 방문에서는 HBM 공급과 AI 인프라에 관한 논의가 이루어졌다. https://slicast.com/article/1kzq54t Slicast en 2026-11-02T15:35:00.000Z OpenAI launched a Grid Protectors Program aimed at its future compute campuses. https://slicast.com/zh/article/1kzq54t Slicast zh-cn 2026-11-02T15:35:00.000Z OpenAI推出'Grid Protectors Program'（电网守护者计划），面向其未来的算力园区。 https://slicast.com/ko/article/1kzq54t Slicast ko 2026-11-02T15:35:00.000Z OpenAI는 향후 컴퓨팅 캠퍼스를 대상으로 한 Grid Protectors Program을 출시했다. https://slicast.com/article/obxu3w Slicast en 2026-11-02T15:30:00.000Z Anthropic's quarterly loss narrowed while its revenue jumped, ahead of a blockbuster IPO. https://slicast.com/zh/article/obxu3w Slicast zh-cn 2026-11-02T15:30:00.000Z Anthropic季度亏损收窄、营收大幅增长，此时其备受瞩目的首次公开募股即将进行。 https://slicast.com/ko/article/obxu3w Slicast ko 2026-11-02T15:30:00.000Z Anthropic의 분기 손실은 줄어든 반면 매출은 급증했으며, 대형 IPO를 앞두고 있다. https://slicast.com/article/yj9vve Slicast en 2026-11-02T15:28:52.000Z Saudi Aramco has bought a 49% stake in HUMAIN, Saudi Arabia's AI champion. https://slicast.com/zh/article/yj9vve Slicast zh-cn 2026-11-02T15:28:52.000Z 沙特阿美收购了HUMAIN 49%的股权，HUMAIN是沙特的人工智能龙头企业。 https://slicast.com/ko/article/yj9vve Slicast ko 2026-11-02T15:28:52.000Z Saudi Aramco, HUMAIN 지분 49% 인수 https://slicast.com/article/56t5gv Slicast en 2026-11-02T15:22:00.000Z Omen AI Acquires Aquatic Labs, Bringing Ocean-Sensing Expertise to Automate Data Center Cooling https://slicast.com/zh/article/56t5gv Slicast zh-cn 2026-11-02T15:22:00.000Z Omen AI收购Aquatic Labs，引入海洋感知技术以实现数据中心冷却自动化 https://slicast.com/ko/article/56t5gv Slicast ko 2026-11-02T15:22:00.000Z Omen AI, Aquatic Labs 인수... 해양 센싱 기술로 데이터센터 냉각 자동화 나서 https://slicast.com/article/1i1qd50 Slicast en 2026-11-02T15:20:00.000Z Google is eyeing 1,000 acres for a 1.2GW data center in Goochland County, Virginia, to be developed in the West Creek Business Park. https://slicast.com/zh/article/1i1qd50 Slicast zh-cn 2026-11-02T15:20:00.000Z 谷歌拟在弗吉尼亚州Goochland County征用1000英亩土地，建设1.2吉瓦的数据中心，项目将位于West Creek Business Park。 https://slicast.com/ko/article/1i1qd50 Slicast ko 2026-11-02T15:20:00.000Z Google는 버지니아주 구척랜드 카운티의 1.2GW 규모 데이터센터 부지로 1,000에이커를 검토 중이며, 해당 부지는 West Creek Business Park에 조성될 예정이다. https://slicast.com/article/10rurna Slicast en 2026-11-02T15:19:12.000Z A new website compiles more than 10,000 public comments about data centers from over 410 local governments, and its framing is that America broadly hates data centers. https://slicast.com/zh/article/10rurna Slicast zh-cn 2026-11-02T15:19:12.000Z 一个新网站汇总了来自410多个地方政府的1万多条关于数据中心的公众意见，并将其概括为美国公众普遍反感数据中心。 https://slicast.com/ko/article/10rurna Slicast ko 2026-11-02T15:19:12.000Z 새 웹사이트는 410여 개 지방정부에서 데이터센터에 관한 공개 의견 1만 건 이상을 모아 정리했으며, 이 사이트는 미국인 대다수가 데이터센터를 싫어한다는 관점을 내세우고 있다. https://slicast.com/article/1aabpoe Slicast en 2026-11-02T15:16:24.000Z OpenAI CEO Sam Altman met with Samsung executives as the memory chip shortage deepens, following his podcast remarks about underutilized DRAM in desktop computers. https://slicast.com/zh/article/1aabpoe Slicast zh-cn 2026-11-02T15:16:24.000Z OpenAI首席执行官萨姆·奥尔特曼在存储芯片短缺加剧之际会见三星高管，此前他在一档播客中谈到台式电脑中动态随机存取存储器未被充分利用的问题。 https://slicast.com/ko/article/1aabpoe Slicast ko 2026-11-02T15:16:24.000Z OpenAI CEO 샘 올트먼은 데스크톱 컴퓨터의 DRAM 활용도가 낮다는 팟캐스트 발언 이후, 메모리 반도체 부족이 심화되는 가운데 삼성 경영진과 만났다. https://slicast.com/article/rwrkzg Slicast en 2026-11-02T15:12:44.000Z OpenAI has launched its Grid Protectors Program, a grid flexibility initiative for data center campuses. https://slicast.com/zh/article/rwrkzg Slicast zh-cn 2026-11-02T15:12:44.000Z OpenAI推出了Grid Protectors Program，这是面向数据中心园区的电网灵活性计划。 https://slicast.com/ko/article/rwrkzg Slicast ko 2026-11-02T15:12:44.000Z OpenAI가 데이터센터 캠퍼스를 위한 전력망 유연성 이니셔티브인 Grid Protectors Program을 출시했다. https://slicast.com/article/26mfkl Slicast en 2026-11-02T15:11:35.000Z Prometheus Hyperscale has pulled out of a gigawatt-scale data center project in Casper, Wyoming, catching local officials by surprise, while the landowner plans to continue the project without Prometh https://slicast.com/zh/article/26mfkl Slicast zh-cn 2026-11-02T15:11:35.000Z Prometheus Hyperscale退出了位于怀俄明州Casper的吉瓦级数据中心项目，此举让地方官员感到意外，土地所有者则计划在没有Prometheus的情况下继续推进该项目。 https://slicast.com/ko/article/26mfkl Slicast ko 2026-11-02T15:11:35.000Z Prometheus Hyperscale가 와이오밍주 캐스퍼에서 추진하던 기가와트급 데이터센터 프로젝트에서 철수해 지역 공무원들을 당황하게 했으며, 토지 소유주는 Prometheus 없이 프로젝트를 계속 추진할 계획이다. https://slicast.com/article/dsvuhj Slicast en 2026-11-02T15:08:40.000Z Global Data Center Cable Materials Market - Size, Trends, https://slicast.com/zh/article/dsvuhj Slicast zh-cn 2026-11-02T15:08:40.000Z 全球数据中心电缆材料市场——规模、趋势、 https://slicast.com/ko/article/dsvuhj Slicast ko 2026-11-02T15:08:40.000Z 글로벌 데이터센터 케이블 소재 시장 - 규모, 동향, https://slicast.com/article/3m6hnx Slicast en 2026-11-02T15:02:08.000Z Aligned Data Centers has launched a new version of its Delta Cube air cooling system, which the company says delivers ten percent efficiency savings. https://slicast.com/zh/article/3m6hnx Slicast zh-cn 2026-11-02T15:02:08.000Z Aligned Data Centers推出了新版Delta Cube风冷系统，公司称其可带来10%的能效提升。 https://slicast.com/ko/article/3m6hnx Slicast ko 2026-11-02T15:02:08.000Z Aligned Data Centers가 새로운 버전의 Delta Cube 공랭식 냉각 시스템을 출시했으며, 회사 측은 이를 통해 10%의 효율 개선을 달성했다고 밝혔다. https://slicast.com/article/x9919r Slicast en 2026-11-02T15:01:00.000Z Nvidia is reportedly in talks to backstop Nscale's Monarch Compute Campus project for Anthropic, potentially providing billions of dollars in credit guarantees. https://slicast.com/zh/article/x9919r Slicast zh-cn 2026-11-02T15:01:00.000Z 据报道，英伟达正洽谈为Nscale的Monarch Compute Campus项目（服务于Anthropic）提供担保，可能提供数十亿美元的信用担保。 https://slicast.com/ko/article/x9919r Slicast ko 2026-11-02T15:01:00.000Z Nvidia는 Anthropic을 위한 Nscale의 Monarch Compute Campus 프로젝트에 대해 수십억 달러 규모의 신용 보증을 제공하는 방안을 논의 중인 것으로 전해졌다. https://slicast.com/article/tbe5a9 Slicast en 2026-11-02T14:48:14.000Z OpenAI plans to rebrand its data center projects as 'Compute Campus' sites as opposition to data centers grows. https://slicast.com/zh/article/tbe5a9 Slicast zh-cn 2026-11-02T14:48:14.000Z 随着数据中心反对声音增强，OpenAI计划将其数据中心项目重新命名为「Compute Campus」。 https://slicast.com/ko/article/tbe5a9 Slicast ko 2026-11-02T14:48:14.000Z OpenAI는 데이터센터 반대 여론이 커지는 가운데, 데이터센터 프로젝트를 'Compute Campus' 부지로 명칭을 바꿀 계획이다. https://slicast.com/article/1as067k Slicast en 2026-11-02T14:39:00.000Z Qualcomm has validated its HBC silicon, claiming an 18x leap in AI memory bandwidth. https://slicast.com/zh/article/1as067k Slicast zh-cn 2026-11-02T14:39:00.000Z 高通宣布其HBC芯片已通过验证，称人工智能内存带宽提升了18倍。 https://slicast.com/ko/article/1as067k Slicast ko 2026-11-02T14:39:00.000Z Qualcomm has validated its HBC silicon, claiming an 18x leap in AI memory bandwidth. Wait, I need to correct my output: the translation should be in Korean. Here is the translation: 퀄컴은 HBC 실리콘의 검증을 https://slicast.com/article/1ryioqi Slicast en 2026-11-02T14:32:00.000Z Cipher Digital reported Q3 FY26 revenue of $26.7M, down 62.8%, net income of $31.6M, EPS of ($0.22), and negative $10M adjusted EBITDA as its first HPC lease income arrived, while the Barber Lake deal https://slicast.com/zh/article/1ryioqi Slicast zh-cn 2026-11-02T14:32:00.000Z Cipher Digital公布2026财年第三季度营收2670万美元，同比下降62.8%，净利润3160万美元，每股收益为（0.22）美元，调整后息税折旧摊销前利润为负1000万美元；其首笔高性能计算租赁收入到账，Barber Lake交易金额达91亿美元，财报幻灯片还显示合同总额为166亿美元。 https://slicast.com/ko/article/1ryioqi Slicast ko 2026-11-02T14:32:00.000Z Cipher Digital가 FY26 3분기 매출 2,670만 달러(전년 대비 62.8% 감소), 순이익 3,160만 달러, 주당순이익 (0.22달러), 조정 EBITDA 마이너스 1,000만 달러를 보고했다. 첫 HPC 임대 수익이 발생한 시점이다. Barber Lake 계약 규모는 91억 달러에 도달했으며, 실적 발표 자료에는 160억 달러 규모의 계약 https://slicast.com/article/g9922x Slicast en 2026-11-02T14:29:15.000Z Vultr has launched India's largest AMD GPU cluster in Chennai. https://slicast.com/zh/article/g9922x Slicast zh-cn 2026-11-02T14:29:15.000Z Vultr在钦奈推出印度规模最大的AMD图形处理器集群。 https://slicast.com/ko/article/g9922x Slicast ko 2026-11-02T14:29:15.000Z Vultr가 첸나이에 인도 최대 규모의 AMD GPU 클러스터를 출시했습니다. https://slicast.com/article/vb15a6 Slicast en 2026-11-02T14:26:00.000Z Exelon is weighing $8B in energy storage investment, partly to address the PJM supply crunch, as CEO Calvin Butler says the grid operator is not adding generation fast enough. https://slicast.com/zh/article/vb15a6 Slicast zh-cn 2026-11-02T14:26:00.000Z Exelon拟投资80亿美元发展储能，部分用于应对PJM的供应紧张；首席执行官卡尔文·巴特勒表示，电网运营商新增发电装机的速度不够快。 https://slicast.com/ko/article/vb15a6 Slicast ko 2026-11-02T14:26:00.000Z Exelon은 PJM의 공급 부족에 대응하기 위해 일부 자금을 투입하는 방안을 포함해 80억 달러 규모의 에너지 저장 투자를 검토하고 있다. Calvin Butler 최고경영자는 전력 계통 운영기관이 발전설비를 충분히 빠르게 늘리지 못하고 있다고 밝혔다. https://slicast.com/article/u9snqa Slicast en 2026-11-02T14:21:56.000Z Google's Project Suncatcher has run its first workload on an orbital TPU, a poetry-generating AI task, while the company admits space data centers would cost 100x more than terrestrial ones. https://slicast.com/zh/article/u9snqa Slicast zh-cn 2026-11-02T14:21:56.000Z 谷歌Project Suncatcher在轨道TPU上运行了首个工作负载，即人工智能诗歌生成任务，但公司承认太空数据中心的成本比地面数据中心高出100倍。 https://slicast.com/ko/article/u9snqa Slicast ko 2026-11-02T14:21:56.000Z Google의 Project Suncatcher가 궤도 TPU에서 첫 워크로드를 실행했다. 시 생성 AI 작업이었으며, 회사는 우주 데이터센터의 비용이 지상 데이터센터보다 100배 높을 것이라고 인정했다. https://slicast.com/article/f22jd8 Slicast en 2026-11-02T14:16:55.000Z NetApp has acquired PEAK:AIO to expand its storage infrastructure for large-scale AI workloads. https://slicast.com/zh/article/f22jd8 Slicast zh-cn 2026-11-02T14:16:55.000Z NetApp收购了PEAK:AIO，以扩展其面向大规模人工智能工作负载的存储基础设施。 https://slicast.com/ko/article/f22jd8 Slicast ko 2026-11-02T14:16:55.000Z NetApp, PEAK:AIO 인수로 대규모 AI 워크로드를 위한 스토리지 인프라를 확장한다. https://slicast.com/article/zfv789 Slicast en 2026-11-02T14:15:59.000Z Digital Realty posted revenue of $1.9bn and a $2.5bn backlog, with strong hyperscale sales and limited neocloud exposure. https://slicast.com/zh/article/zfv789 Slicast zh-cn 2026-11-02T14:15:59.000Z Digital Realty公布营收19亿美元，积压订单25亿美元，超大规模云客户销售表现强劲，对新云服务商的敞口有限。 https://slicast.com/ko/article/zfv789 Slicast ko 2026-11-02T14:15:59.000Z Digital Realty, 매출 19억 달러 및 수주잔고 25억 달러 기록; 하이퍼스케일 판매 강세, 네오클라우드 익스포저는 제한적. https://slicast.com/article/1e2880u Slicast en 2026-11-02T14:14:56.000Z Envision claims a world first with an 800 V DC architecture for AI data centers. https://slicast.com/zh/article/1e2880u Slicast zh-cn 2026-11-02T14:14:56.000Z Envision宣称其面向人工智能数据中心的800伏直流架构为全球首创。 https://slicast.com/ko/article/1e2880u Slicast ko 2026-11-02T14:14:56.000Z Envision은 AI 데이터센터를 위한 800V DC 아키텍처로 세계 최초를 달성했다고 주장했다. https://slicast.com/article/1d97q1s Slicast en 2026-11-02T14:12:00.000Z IDCA Launches Community Assurance Program to Protect Communities and Address Data Center Pushback https://slicast.com/zh/article/1d97q1s Slicast zh-cn 2026-11-02T14:12:00.000Z IDCA推出社区保障计划，保护社区利益并应对数据中心的反对声音 https://slicast.com/ko/article/1d97q1s Slicast ko 2026-11-02T14:12:00.000Z IDCA, 지역사회 보호 및 데이터센터 반대 여론 해소를 위한 Community Assurance 프로그램 출시 https://slicast.com/article/1y2tfjh Slicast en 2026-11-02T14:06:35.000Z A tech-insider report says Microsoft's Azure Maia 300 carries a claimed 7x throughput gain, but gives no date for availability in Australia. https://slicast.com/zh/article/1y2tfjh Slicast zh-cn 2026-11-02T14:06:35.000Z 一篇科技媒体报道称，微软Azure Maia 300宣称吞吐量提升7倍，但未给出在澳大利亚的上市日期。 https://slicast.com/ko/article/1y2tfjh Slicast ko 2026-11-02T14:06:35.000Z Tech 인사이더 보도에 따르면 Microsoft의 Azure Maia 300은 처리량이 7배 향상되었다고 주장되지만, 호주에서의 출시 시점은 제시되지 않았다. https://slicast.com/article/1h36rw6 Slicast en 2026-11-02T14:03:11.000Z South Korean chip startup FuriosaAI raised $620m at a post-money valuation of approximately $2.9bn, with the funds to accelerate development of its third-generation AI inference chip. https://slicast.com/zh/article/1h36rw6 Slicast zh-cn 2026-11-02T14:03:11.000Z 韩国芯片初创公司FuriosaAI完成6.2亿美元融资，投后估值约29亿美元，资金将用于加速其第三代人工智能推理芯片的研发。 https://slicast.com/ko/article/1h36rw6 Slicast ko 2026-11-02T14:03:11.000Z South Korean chip startup FuriosaAI raised $620m at a post-money valuation of approximately $2.9bn, with the funds to accelerate development of its third-generation AI inference chip. Translation: 한 https://slicast.com/article/1hx5xmr Slicast en 2026-11-02T14:01:30.000Z Windows Report suggests OpenAI's data centers may soon be called 'AI compute campuses'. https://slicast.com/zh/article/1hx5xmr Slicast zh-cn 2026-11-02T14:01:30.000Z Windows Report报道称，OpenAI的数据中心未来可能被称为‘人工智能算力园区’。 https://slicast.com/ko/article/1hx5xmr Slicast ko 2026-11-02T14:01:30.000Z Windows Report는 OpenAI의 데이터센터가 곧 'AI 컴퓨팅 캠퍼스'로 불릴 수도 있다고 보도했다. https://slicast.com/article/1cywved Slicast en 2026-11-02T14:00:14.000Z Qualcomm says it has completed initial validation of its HBC (High Bandwidth Compute) technology, an architecture that stacks DRAM on compute, ahead of Dragonfly AI250 sampling in 2027. https://slicast.com/zh/article/1cywved Slicast zh-cn 2026-11-02T14:00:14.000Z 高通宣布其HBC（High Bandwidth Compute）技术完成初步验证，该技术采用将内存堆叠于计算单元之上的架构，为2027年Dragonfly AI250送样做准备。 https://slicast.com/ko/article/1cywved Slicast ko 2026-11-02T14:00:14.000Z Qualcomm는 DRAM을 연산 칩 위에 적층하는 아키텍처인 HBC(High Bandwidth Compute) 기술의 초기 검증을 완료했다고 밝혔으며, 이는 2027년 Dragonfly AI250 샘플 출하에 앞선 것이다. https://slicast.com/article/tnrned Slicast en 2026-11-02T14:00:00.000Z Nvidia is investigating a security incident on its Brev cloud development platform, where unauthorized activity between October 4 and October 20 may have exposed SSH keys used to access customer VMs. https://slicast.com/zh/article/tnrned Slicast zh-cn 2026-11-02T14:00:00.000Z 英伟达正在调查其Brev云开发平台的一起安全事件，10月4日至10月20日期间的未经授权活动可能导致用于访问客户虚拟机的SSH密钥泄露。 https://slicast.com/ko/article/tnrned Slicast ko 2026-11-02T14:00:00.000Z Nvidia는 자사 Brev 클라우드 개발 플랫폼에서 발생한 보안 사고를 조사하고 있습니다. 10월 4일부터 10월 20일 사이의 비인가 활동으로 인해 고객 VM 접속에 사용되는 SSH 키가 노출되었을 가능성이 있습니다. https://slicast.com/article/14z3fpq Slicast en 2026-11-02T13:59:58.000Z GE Vernova reported an order backlog of $197bn as data-center demand drives gas turbine sales, and it expects 130GW of signed gas turbine agreements by year-end. https://slicast.com/zh/article/14z3fpq Slicast zh-cn 2026-11-02T13:59:58.000Z GE Vernova公布订单积压规模达1970亿美元，数据中心需求推动燃气轮机销售；公司预计到年底将签署130吉瓦的燃气轮机协议。 https://slicast.com/ko/article/14z3fpq Slicast ko 2026-11-02T13:59:58.000Z GE Vernova는 데이터센터 수요가 가스터빈 판매를 견인하면서 수주잔고가 1,970억 달러에 달했다고 발표했으며, 연말까지 130GW 규모의 가스터빈 계약이 체결될 것으로 전망했다. https://slicast.com/article/1vrrw37 Slicast en 2026-11-02T13:51:00.000Z Dark Horse Cranes Secures $5.6 Million in Initial Contract Awards Across Permian Basin Energy and Data Center Markets https://slicast.com/zh/article/1vrrw37 Slicast zh-cn 2026-11-02T13:51:00.000Z Dark Horse Cranes在初期合同中获得560万美元，业务覆盖二叠纪盆地能源及数据中心市场 https://slicast.com/ko/article/1vrrw37 Slicast ko 2026-11-02T13:51:00.000Z Dark Horse Cranes, Permian Basin 에너지 및 데이터센터 시장에서 560만 달러 규모의 초기 계약 수주 https://slicast.com/article/ek1812 Slicast en 2026-11-02T13:41:43.000Z National Grid plans a massive new substation to support data-center plans in Teesside. https://slicast.com/zh/article/ek1812 Slicast zh-cn 2026-11-02T13:41:43.000Z National Grid计划在Teesside建设一座大型新变电站，以支持当地数据中心项目。 https://slicast.com/ko/article/ek1812 Slicast ko 2026-11-02T13:41:43.000Z National Grid, 티사이드 지역 데이터센터 계획을 지원하기 위해 대규모 신규 변전소를 건설할 계획이다. https://slicast.com/article/lxvvrz Slicast en 2026-11-02T13:36:59.000Z Goodman Group plans 2,150 homes in Sydney across the street from its $1B data centre. https://slicast.com/zh/article/lxvvrz Slicast zh-cn 2026-11-02T13:36:59.000Z 古德曼集团计划在悉尼建设2,150套住宅，位置与其10亿美元的数据中心隔街相对。 https://slicast.com/ko/article/lxvvrz Slicast ko 2026-11-02T13:36:59.000Z Goodman Group, 시드니 내 데이터센터 맞은편 부지에 주택 2,150채 건설 계획 발표... Let me correct that: the translation should not include extra wording. Final: Goodman Group, 시드니에서 10억 달러 규모 데이터센터 맞은편에 주택 2,150채 건립 계획 https://slicast.com/article/xdasrk Slicast en 2026-11-02T13:34:41.000Z Canada officially became the 39th participating state of EuroHPC Joint Undertaking on October 30, 2026, at the EU–Canada Summit in Montréal. https://slicast.com/zh/article/xdasrk Slicast zh-cn 2026-11-02T13:34:41.000Z 2026年10月30日，加拿大在蒙特利尔举行的欧盟－加拿大峰会上正式成为欧洲高性能计算联合体（EuroHPC Joint Undertaking）第39个参与国。 https://slicast.com/ko/article/xdasrk Slicast ko 2026-11-02T13:34:41.000Z 캐나다는 2026년 10월 30일 몬트리올에서 열린 EU-캐나다 정상회담에서 EuroHPC 합동기구의 공식 39번째 참여국이 되었다. https://slicast.com/article/1ds3nlq Slicast en 2026-11-02T13:30:00.000Z Eco Wave Power Completes First Phase of AI-Powered Digital Twin, Advancing Intelligent Wave Energy and Future AI Data Center Applications https://slicast.com/zh/article/1ds3nlq Slicast zh-cn 2026-11-02T13:30:00.000Z Eco Wave Power完成AI数字孪生第一阶段，推进智能波浪能及未来AI数据中心应用 https://slicast.com/ko/article/1ds3nlq Slicast ko 2026-11-02T13:30:00.000Z Eco Wave Power, AI 기반 디지털 트윈 1단계 완료… 지능형 파력 에너지 및 향후 AI 데이터센터 응용 분야 확대 https://slicast.com/article/8xo1k9 Slicast en 2026-11-02T13:26:59.000Z Aramco and PIF have joined forces on HUMAIN, Saudi Arabia's national AI company, as the kingdom turns to Aramco to fuel its AI ambitions. https://slicast.com/zh/article/8xo1k9 Slicast zh-cn 2026-11-02T13:26:59.000Z 沙特阿美与PIF携手支持HUMAIN（沙特阿拉伯国家级人工智能公司），沙特正转向沙特阿美为其人工智能雄心提供动力。 https://slicast.com/ko/article/8xo1k9 Slicast ko 2026-11-02T13:26:59.000Z Aramco와 PIF는 사우디아라비아의 국가 AI 기업 HUMAIN에 공동으로 참여하고 있으며, 사우디 정부는 AI 야망의 동력을 확보하기 위해 Aramco에 손을 내밀고 있다. https://slicast.com/article/1ac4rzo Slicast en 2026-11-02T13:20:41.000Z Equinix's latest earnings call highlighted growth and capacity plans. https://slicast.com/zh/article/1ac4rzo Slicast zh-cn 2026-11-02T13:20:41.000Z Equinix最新财报电话会议重点谈及业务增长与产能规划。 https://slicast.com/ko/article/1ac4rzo Slicast ko 2026-11-02T13:20:41.000Z Equinix의 최근 실적 발표 콘퍼런스 콜에서는 성장과 용량 확충 계획이 주로 다뤄졌다. https://slicast.com/article/1a26fvo Slicast en 2026-11-02T13:00:00.000Z XMax Announces AI Infrastructure Services Agreement, https://slicast.com/zh/article/1a26fvo Slicast zh-cn 2026-11-02T13:00:00.000Z XMax宣布签署AI基础设施服务协议， https://slicast.com/ko/article/1a26fvo Slicast ko 2026-11-02T13:00:00.000Z XMax, AI 인프라 서비스 계약 체결 발표 https://slicast.com/article/19v1re4 Slicast en 2026-11-02T12:41:01.000Z Marvell agreed to acquire Lumentum in a $115 billion all-stock deal, combining AI networking chips with optical interconnect technology and positioning Marvell as a stronger challenger to Broadcom in https://slicast.com/zh/article/19v1re4 Slicast zh-cn 2026-11-02T12:41:01.000Z Marvell 同意以 1150 亿美元全股票交易收购 Lumentum,此举将 AI 网络芯片与光互连技术相结合,使 Marvell 在 AI 数据中心基础设施领域成为博通更有力的竞争者。 https://slicast.com/ko/article/19v1re4 Slicast ko 2026-11-02T12:41:01.000Z Marvell, Lumentum 인수에 합의…1,150억 달러 규모 전주식 거래 AI 네트워킹 칩과 광 인터커넥트 기술을 결합하는 이번 거래로, Marvell은 AI 데이터센터 인프라 시장에서 Broadcom에 맞서는 입지를 강화하게 됐다. https://slicast.com/article/15yskum Slicast en 2026-11-02T12:05:00.000Z Marvell and Lumentum to Combine, Creating a Category Leader in AI Connectivity https://slicast.com/zh/article/15yskum Slicast zh-cn 2026-11-02T12:05:00.000Z Marvell与Lumentum合并，打造AI连接领域的领导者 https://slicast.com/ko/article/15yskum Slicast ko 2026-11-02T12:05:00.000Z Marvell과 Lumentum, 합병으로 AI 연결성 분야의 선도 기업 탄생 https://slicast.com/article/18c4stb Slicast en 2026-11-02T12:00:00.000Z MICROSOFT CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/18c4stb Slicast zh-cn 2026-11-02T12:00:00.000Z MICROSOFT CORP 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/18c4stb Slicast ko 2026-11-02T12:00:00.000Z MICROSOFT CORP, 424B2 제출: 목论 → 정정: 투자설명서(424B) https://slicast.com/article/1u1fan7 Slicast en 2026-11-02T12:00:00.000Z ORACLE CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/1u1fan7 Slicast zh-cn 2026-11-02T12:00:00.000Z ORACLE CORP 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/1u1fan7 Slicast ko 2026-11-02T12:00:00.000Z ORACLE CORP, 424B2 제출: 투자설명서(424B) https://slicast.com/article/o3t2g2 Slicast en 2026-11-02T12:00:00.000Z Marvell Technology files 8-K: entry into a material agreement https://slicast.com/zh/article/o3t2g2 Slicast zh-cn 2026-11-02T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/ko/article/o3t2g2 Slicast ko 2026-11-02T12:00:00.000Z Marvell Technology, 8-K 제출: 중요 계약 체결 https://slicast.com/article/pvhbrg Slicast en 2026-11-02T12:00:00.000Z ORACLE CORP files 424B5: prospectus (424B) https://slicast.com/zh/article/pvhbrg Slicast zh-cn 2026-11-02T12:00:00.000Z ORACLE CORP 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/pvhbrg Slicast ko 2026-11-02T12:00:00.000Z ORACLE CORP, 424B5 목론서(424B) Wait, "목론서" is incorrect. Correct translation: ORACLE CORP, 424B5 투자설명서(424B) https://slicast.com/article/u7xi0f Slicast en 2026-11-02T12:00:00.000Z Marvell Technology files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/u7xi0f Slicast zh-cn 2026-11-02T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/ko/article/u7xi0f Slicast ko 2026-11-02T12:00:00.000Z Marvell Technology, 8-K 제출: 영업 실적 및 Regulation FD 공시 https://slicast.com/article/zhccat Slicast en 2026-11-02T12:00:00.000Z Alphabet files 424B5: prospectus (424B) https://slicast.com/zh/article/zhccat Slicast zh-cn 2026-11-02T12:00:00.000Z Alphabet 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/zhccat Slicast ko 2026-11-02T12:00:00.000Z Alphabet, 424B5 목론서 제출(424B) Wait, I need to correct that: the correct rendering is below. Alphabet 424B5 투자설명서(424B) 제출 https://slicast.com/article/167y474 Slicast en 2026-11-02T11:47:14.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, Saudi Arabia's national AI company, in a $2.6 billion cash deal to support the kingdom's ambition to become a global AI hub. https://slicast.com/zh/article/167y474 Slicast zh-cn 2026-11-02T11:47:14.000Z 沙特阿美以26亿美元现金收购沙特国家人工智能公司HUMAIN 49%的股权,以支持该王国成为全球人工智能中心的雄心。 https://slicast.com/ko/article/167y474 Slicast ko 2026-11-02T11:47:14.000Z Saudi Aramco, HUMAIN 49% 지분을 26억 달러 현금 거래로 인수한다. 이번 거래는 사우디아라비아의 글로벌 AI 허브 도약 야망을 뒷받침하기 위한 것이다. https://slicast.com/article/ndlsk1 Slicast en 2026-11-02T11:46:44.000Z OpenAI reduced its funding round to about $20 billion, with UAE investors pairing their capital with compute capacity. https://slicast.com/zh/article/ndlsk1 Slicast zh-cn 2026-11-02T11:46:44.000Z OpenAI将其融资规模缩减至约200亿美元，阿联酋投资者在出资的同时搭配算力资源。 https://slicast.com/ko/article/ndlsk1 Slicast ko 2026-11-02T11:46:44.000Z OpenAI가 투자 유치 규모를 약 200억 달러로 축소했으며, UAE 투자자들은 자본과 함께 컴퓨팅 자원을 제공하는 방식으로 참여하고 있다. https://slicast.com/article/16ms5i0 Slicast en 2026-11-02T07:42:00.000Z Envision Achieves World's First Commercial Deployment of Integrated 800V DC SST-Based Power System in Large-Scale AI Data Center https://slicast.com/zh/article/16ms5i0 Slicast zh-cn 2026-11-02T07:42:00.000Z Envision在大型AI数据中心实现全球首个集成800V直流SST电力系统的商业化部署 https://slicast.com/ko/article/16ms5i0 Slicast ko 2026-11-02T07:42:00.000Z Envision, 대규모 AI 데이터센터에서 800V DC SST 기반 통합 전력 시스템의 세계 최초 상업 배포 달성 https://slicast.com/article/9x07ke Slicast en 2026-11-02T05:04:00.000Z Uptime Institute and Indonesia Ministry of Communication and Digital Affairs (KOMDIGI) Sign Letter of Intent (LOI) to Support Data Center Policy, Governance, and Industry Development https://slicast.com/zh/article/9x07ke Slicast zh-cn 2026-11-02T05:04:00.000Z Uptime Institute与印度尼西亚通信与数字事务部（KOMDIGI）签署意向书（LOI），支持数据中心政策、治理及产业发展 https://slicast.com/ko/article/9x07ke Slicast ko 2026-11-02T05:04:00.000Z Uptime Institute와 인도네시아 커뮤니케이션디지털부(KOMDIGI), 데이터센터 정책·거버넌스 및 산업 발전 지원을 위한 의向서(LOI) 체결 Wait, I must avoid Han characters. Corrected: Uptime Institute와 인도네시아 커뮤니케이션디지털부(KOMDIGI), 데이터센터 정책·거버넌스 및 산업 발전 https://slicast.com/article/1a72x3a Slicast en 2026-11-02T05:02:00.000Z Uptime Institute Signs Memorandum of Understanding (MOU) with Indonesian Data Center Providers Association (IDPRO) to Advance Indonesia's Data Center Industry https://slicast.com/zh/article/1a72x3a Slicast zh-cn 2026-11-02T05:02:00.000Z Uptime Institute与印度尼西亚数据中心服务商协会（IDPRO）签署谅解备忘录（MOU），推动印尼数据中心产业发展 https://slicast.com/ko/article/1a72x3a Slicast ko 2026-11-02T05:02:00.000Z Uptime Institute, 인도네시아 데이터센터 사업자 협회(IDPRO)와 양해각서(MOU) 체결… 인도네시아 데이터센터 산업 발전 목표 https://slicast.com/commentary/airtrunk-2026-11-01 Slicast en 2026-11-01T21:37:42.278Z AirTrunk Green Financing, October 2026: $4.25 Billion Loan Extends APAC Hyperscale Buildout https://slicast.com/zh/commentary/airtrunk-2026-11-01 Slicast zh-cn 2026-11-01T21:37:42.278Z AirTrunk绿色贷款，2026年10月：42.5亿美元融资推进亚太超大规模扩张 https://slicast.com/commentary/nrg-2026-11-01 Slicast en 2026-11-01T21:25:52.184Z NRG Energy Power Strategy, October 2026 https://slicast.com/zh/commentary/nrg-2026-11-01 Slicast zh-cn 2026-11-01T21:25:52.184Z NRG Energy电力战略动态，2026年10月 https://slicast.com/commentary/intel-2026-11-01 Slicast en 2026-11-01T21:07:17.806Z Intel Stock, October 2026: Soft Q4 Guidance and PC Weakness Behind the 28.6% Single-Day Drop https://slicast.com/zh/commentary/intel-2026-11-01 Slicast zh-cn 2026-11-01T21:07:17.806Z 英特尔股价 2026年10月：Q4指引疲软叠加PC需求低迷，单日暴跌28.6% https://slicast.com/commentary/terawulf-2026-11-01 Slicast en 2026-11-01T20:54:29.994Z TeraWulf (WULF) Stock, October 2026: -8% Drop on October 30, 1 GW Muskie Expansion, and a Reported $27B Contract Backlog https://slicast.com/zh/commentary/terawulf-2026-11-01 Slicast zh-cn 2026-11-01T20:54:29.994Z TeraWulf（WULF）股票动态，2026年10月：10月30日单日-8%跌幅、Muskie园区扩至1吉瓦与据报270亿美元合同组合 https://slicast.com/commentary/iren-2026-11-01 Slicast en 2026-11-01T20:43:41.510Z IREN Stock Selloff, October 2026: $3 Billion Capex Bet Faces Market Skepticism and a November Earnings Test https://slicast.com/zh/commentary/iren-2026-11-01 Slicast zh-cn 2026-11-01T20:43:41.510Z IREN股票2026年10月大幅回调：30亿美元资本支出押注面临市场质疑与11月财报检验 https://slicast.com/commentary/bloom-energy-2026-11-01 Slicast en 2026-11-01T20:34:00.809Z Bloom Energy Stock Decline, October 2026: Record Quarter Precedes Unexplained 8.6% Drop https://slicast.com/zh/commentary/bloom-energy-2026-11-01 Slicast zh-cn 2026-11-01T20:34:00.809Z Bloom Energy股价异动，2026年10月：创纪录季报后现8.6%无因由跌幅