https://slicast.com/article/1dierq0 Slicast en 2026-10-15T21:11:00.000Z Nvidia's NVHBM Moves Memory Control Into the HBM Base Die https://slicast.com/zh/article/1dierq0 Slicast zh-cn 2026-10-15T21:11:00.000Z NVIDIA NVHBM 技术公开:将内存控制器迁入 HBM 基座芯片,带宽提升30%、功耗降低15% https://slicast.com/ko/article/1dierq0 Slicast ko 2026-10-15T21:11:00.000Z Nvidia의 NVHBM, 메모리 제어 기능을 HBM 베이스 다이로 이전 https://slicast.com/article/1oii7hd Slicast en 2026-10-15T21:08:00.000Z Hyperscaler AI Capex 2026: Four Spenders and a $700 Billion-Plus Year https://slicast.com/zh/article/1oii7hd Slicast zh-cn 2026-10-15T21:08:00.000Z 超大规模厂商2026年 AI 资本开支汇总:五巨头合计 $7750-8000亿,Amazon 单家达 $2200亿 https://slicast.com/ko/article/1oii7hd Slicast ko 2026-10-15T21:08:00.000Z 하이퍼스케일러 AI 설비투자 2026: 4대 지출 기업과 7,000억 달러 이상의 해 https://slicast.com/article/j94y10 Slicast en 2026-10-15T21:07:00.000Z $15 Billion Data Center Project in Texas 2026: 24,000-Acre AI Campus, 1 GW Power & Multiple Job Opportunities https://slicast.com/zh/article/j94y10 Slicast zh-cn 2026-10-15T21:07:00.000Z 德克萨斯州西部 $150亿/1GW AI 超级园区亮相:24,000英亩沙漠,穹顶建筑,闭环供水 https://slicast.com/ko/article/j94y10 Slicast ko 2026-10-15T21:07:00.000Z 텍사스 150억 달러 규모 데이터센터 프로젝트 2026: 24,000에이커 AI 캠퍼스, 1GW 전력 및 다수의 일자리 창출 https://slicast.com/article/1djcb04 Slicast en 2026-10-15T21:06:00.000Z CRWV, NBIS, IREN Stocks Extend Slide Overnight; Retail Eyes the Dip as CoreWeave CEO Says Market Acting 'Irrationally' https://slicast.com/zh/article/1djcb04 Slicast zh-cn 2026-10-15T21:06:00.000Z Wedbush Dan Ives 反驳 Gartner:AI 基础设施恐慌"过头了";ARK Invest 逆势买入 CRWV $1,470万 https://slicast.com/ko/article/1djcb04 Slicast ko 2026-10-15T21:06:00.000Z CRWV, NBIS, IREN 주가 밤사이 하락 지속… 개인투자자들 조정 매수 노려, CoreWeave CEO "시장이 비합리적으로 움직이고 있다" https://slicast.com/article/1dnloc5 Slicast en 2026-10-15T21:05:00.000Z Modal Closes $750M Series D Led by Accel at $15.75B Valuation, Crosses $1B ARR https://slicast.com/zh/article/1dnloc5 Slicast zh-cn 2026-10-15T21:05:00.000Z Modal 完成 $7.5亿 D 轮融资,估值 $157.5亿,ARR 突破 $10亿,年增长15倍 https://slicast.com/ko/article/1dnloc5 Slicast ko 2026-10-15T21:05:00.000Z Modal, Accel 주도로 7억 5천만 달러 규모 시리즈 D 마감… 기업가치 157억 5천만 달러, ARR 10억 달러 돌파 https://slicast.com/article/fbvhxy Slicast en 2026-10-15T21:04:00.000Z Nvidia-Backed Firmus Scraps $5B Australian IPO on Poor Demand https://slicast.com/zh/article/fbvhxy Slicast zh-cn 2026-10-15T21:04:00.000Z Nvidia 支持的澳大利亚新云公司 Firmus 紧急撤回 $50亿 IPO,转向私募融资最多 $30亿 https://slicast.com/ko/article/fbvhxy Slicast ko 2026-10-15T21:04:00.000Z Nvidia 지원 기업 Firmus, 수요 부진으로 50억 달러 규모 호주 IPO 철회 https://slicast.com/article/1ma070y Slicast en 2026-10-15T21:03:00.000Z IREN Dips Further After SemiAnalysis Flags Issues With Legacy British Columbia Data Centers https://slicast.com/zh/article/1ma070y Slicast zh-cn 2026-10-15T21:03:00.000Z IREN 遭双重打击:SemiAnalysis "最差数据中心"报告在先,Gartner 余震叠加,周内累计回撤逾30% https://slicast.com/ko/article/1ma070y Slicast ko 2026-10-15T21:03:00.000Z IREN, SemiAnalysis, British Columbia 유지 — IREN, SemiAnalysis의 레거시 British Columbia 데이터센터 문제 지적에 추가 하락 https://slicast.com/article/94et2h Slicast en 2026-10-15T21:02:00.000Z Traders Pile Into 'Bubble Puts' on CoreWeave as Neocloud Stocks Plunge https://slicast.com/zh/article/94et2h Slicast zh-cn 2026-10-15T21:02:00.000Z CoreWeave 单日跌15.5%、债券收益率飙至15.77%:信用市场正在对重资产 neocloud 定价"违约溢价" https://slicast.com/ko/article/94et2h Slicast ko 2026-10-15T21:02:00.000Z Traders Pile Into 'Bubble Puts' on CoreWeave as Neocloud Stocks Plunge Wait, I need to correct my approach: the instructions require translation into Korean, so here is the translation: 트레이더들, 네오클라우 https://slicast.com/commentary/coreweave-2026-10-15 Slicast en 2026-10-15T20:47:03.250Z CoreWeave Credit Risk, October 2026: CDS Markets Price 60% Default Probability https://slicast.com/zh/commentary/coreweave-2026-10-15 Slicast zh-cn 2026-10-15T20:47:03.250Z CoreWeave信用风险，2026年10月：CDS定价隐含60%违约概率 https://slicast.com/commentary/terawulf-2026-10-15 Slicast en 2026-10-15T20:35:04.733Z TeraWulf AI Infrastructure Expansion, October 2026: 1 GW Muskie Campus and the Mining-to-Neocloud Pivot https://slicast.com/zh/commentary/terawulf-2026-10-15 Slicast zh-cn 2026-10-15T20:35:04.733Z TeraWulf AI基础设施扩张，2026年10月：Muskie园区1吉瓦协议与从挖矿到算力租赁的转型 https://slicast.com/commentary/sk-hynix-2026-10-15 Slicast en 2026-10-15T20:25:39.536Z SK Hynix Share Drop, October 2026: CXMT Competition, Solidigm IPO Speculation, and Inflation Fears Combine for 11.1% Decline https://slicast.com/zh/commentary/sk-hynix-2026-10-15 Slicast zh-cn 2026-10-15T20:25:39.536Z SK海力士股价2026年10月：长鑫存储竞争、Solidigm上市传闻与通胀冲击三重叠加，单日重挫11.1% https://slicast.com/commentary/samsung-2026-10-15 Slicast en 2026-10-15T20:14:47.159Z Samsung vs CXMT: Memory Technology Gap and the October 2026 Chip Sell-Off https://slicast.com/zh/commentary/samsung-2026-10-15 Slicast zh-cn 2026-10-15T20:14:47.159Z 三星与长鑫存储：存储技术差距与2026年10月芯片抛售 https://slicast.com/brief/2026-10-16 Slicast en 2026-10-15T20:06:53.871Z Latest AI Infrastructure News: October 16, 2026 https://slicast.com/zh/brief/2026-10-16 Slicast zh-cn 2026-10-15T20:06:53.871Z AI 基础设施新闻早报 · 2026年10月16日 https://slicast.com/ko/brief/2026-10-16 Slicast ko 2026-10-15T20:06:53.871Z 최신 AI 인프라 뉴스 · 2026년 10월 16일 https://slicast.com/article/i2r0r6 Slicast en 2026-10-15T19:38:54.000Z Actor Sam Heughan has criticized plans for what is billed as the world's biggest AI data centre in Scotland. https://slicast.com/zh/article/i2r0r6 Slicast zh-cn 2026-10-15T19:38:54.000Z 演员Sam Heughan公开批评了苏格兰一项号称全球最大AI数据中心的规划。 https://slicast.com/ko/article/i2r0r6 Slicast ko 2026-10-15T19:38:54.000Z Actor Sam Heughan has criticized plans for what is billed as the world's biggest AI data centre in Scotland. Wait—I need to correct myself: the translation should be in Korean, so here it is: 배우 샘 휴 https://slicast.com/article/jr7g9b Slicast en 2026-10-15T19:33:00.000Z Coverage says DRAM giants are getting rich while China's CXMT (ChangXin Memory) builds a threat to them. https://slicast.com/zh/article/jr7g9b Slicast zh-cn 2026-10-15T19:33:00.000Z 报道称DRAM巨头在赚钱的同时，中国的长鑫存储（CXMT, ChangXin Memory）正在构成威胁。 https://slicast.com/ko/article/jr7g9b Slicast ko 2026-10-15T19:33:00.000Z DRAM 대기업들이 호황을 누리는 가운데, 중국의 CXMT(ChangXin Memory)가 이들에게 위협이 되고 있다는 보도가 나왔다. https://slicast.com/article/1gekltn Slicast en 2026-10-15T19:18:16.000Z Nvidia has joined a European Commission initiative to expand AI resources for science, according to an HPCwire report dated October 15, 2026. https://slicast.com/zh/article/1gekltn Slicast zh-cn 2026-10-15T19:18:16.000Z 英伟达加入了欧盟委员会一项旨在扩大科学领域AI资源的计划（HPCwire 2026年10月15日报道）。 https://slicast.com/ko/article/1gekltn Slicast ko 2026-10-15T19:18:16.000Z Nvidia가 과학 분야의 AI 자원 확대를 위한 유럽연합집행위원회(European Commission) 이니셔티브에 합류했다고 2026년 10월 15일자 HPCwire 보도가 전했다. https://slicast.com/article/30llqm Slicast en 2026-10-15T19:00:42.000Z A second massive data centre has been proposed near Wagga, reportedly bringing hundreds of jobs. https://slicast.com/zh/article/30llqm Slicast zh-cn 2026-10-15T19:00:42.000Z Wagga附近新提议了第二座大型数据中心，据报道可提供数百个就业岗位。 https://slicast.com/ko/article/30llqm Slicast ko 2026-10-15T19:00:42.000Z 와가와가 인근에 두 번째 대규모 데이터센터가 제안됐으며, 수백 개의 일자리를 창출할 것으로 전해졌다. https://slicast.com/article/4a4don Slicast en 2026-10-15T18:47:00.000Z Data Center Precision Air Conditioning Market to Reach USD 10.00 Billion by 2035 as Fan Walls and Retrofit Services Gain Ground - DC Market Insights https://slicast.com/zh/article/4a4don Slicast zh-cn 2026-10-15T18:47:00.000Z 数据中心精密空调市场到2035年将达100亿美元,风墙与改造服务持续增长 - DC Market Insights https://slicast.com/ko/article/4a4don Slicast ko 2026-10-15T18:47:00.000Z 데이터센터 정밀 공조 시장, 팬 월과 개보수 서비스의 부상에 힘입어 2035년 100억 달러 도달 전망 - DC Market Insights https://slicast.com/article/15wbud4 Slicast en 2026-10-15T18:46:30.000Z Congress is questioning Meta's $6.6B in research tax credits amid the AI buildout. https://slicast.com/zh/article/15wbud4 Slicast zh-cn 2026-10-15T18:46:30.000Z 在AI基础设施大规模建设之际，美国国会质疑Meta获得的66亿美元研发税收抵免。 https://slicast.com/ko/article/15wbud4 Slicast ko 2026-10-15T18:46:30.000Z 의회, AI 인프라 확충 와중에 Meta의 66억 달러 규모 연구개발 세액공제 적정성 문제 제기 https://slicast.com/article/1r21twr Slicast en 2026-10-15T18:32:00.000Z Goldman CEO and other executives are weighing election-related risks to data centers. https://slicast.com/zh/article/1r21twr Slicast zh-cn 2026-10-15T18:32:00.000Z 高盛首席执行官及其他高管正在评估与选举相关的数据中心风险。 https://slicast.com/ko/article/1r21twr Slicast ko 2026-10-15T18:32:00.000Z Goldman 최고경영자와 다른 경영진이 선거 관련 리스크가 데이터센터에 미칠 영향을 검토하고 있다. https://slicast.com/article/6oo9ij Slicast en 2026-10-15T18:22:14.000Z An analysis asks how SpaceX's Terafab could reach TSMC-level scale, arguing the path runs through developing the process, proving the production line and then replicating it. https://slicast.com/zh/article/6oo9ij Slicast zh-cn 2026-10-15T18:22:14.000Z 一篇分析文章探讨SpaceX的Terafab如何达到台积电级别的规模，其路径是先开发工艺、再验证产线，最后复制产能。 https://slicast.com/ko/article/6oo9ij Slicast ko 2026-10-15T18:22:14.000Z SpaceX의 Terafab가 TSMC 수준의 규모에 어떻게 도달할 수 있을지를 묻는 분석으로, 그 경로는 공정 개발, 생산라인 검증, 그리고 이후의 복제를 거친다고 주장한다. https://slicast.com/article/1rw8g7y Slicast en 2026-10-15T18:13:57.000Z ByteDance is reportedly in advanced talks to buy custom AI chips. https://slicast.com/zh/article/1rw8g7y Slicast zh-cn 2026-10-15T18:13:57.000Z 据报道，字节跳动正与供应商进行深入洽谈，计划采购定制AI芯片。 https://slicast.com/ko/article/1rw8g7y Slicast ko 2026-10-15T18:13:57.000Z ByteDance가 맞춤형 AI 칩 구매를 위한 막바지 협상에 들어간 것으로 전해졌다. https://slicast.com/article/1fuqhl5 Slicast en 2026-10-15T18:00:00.000Z XCENA showcased CXL memory innovations for AI inference at the OCP Global Summit 2026. https://slicast.com/zh/article/1fuqhl5 Slicast zh-cn 2026-10-15T18:00:00.000Z XCENA在2026年OCP全球峰会上展示了面向AI推理的CXL内存创新。 https://slicast.com/ko/article/1fuqhl5 Slicast ko 2026-10-15T18:00:00.000Z XCENA, OCP Global Summit 2026에서 AI 추론을 위한 CXL 메모리 혁신 기술을 선보였다. https://slicast.com/article/1a5v2t1 Slicast en 2026-10-15T17:51:33.000Z Super Micro has named former Western Digital executive Mark Long as its new CFO. https://slicast.com/zh/article/1a5v2t1 Slicast zh-cn 2026-10-15T17:51:33.000Z 超微电脑任命前西部数据高管Mark Long为新任首席财务官。 https://slicast.com/ko/article/1a5v2t1 Slicast ko 2026-10-15T17:51:33.000Z Super Micro가 전 Western Digital 임원 Mark Long을 신임 CFO로 임명했다고 발표했다. https://slicast.com/article/d4wlzv Slicast en 2026-10-15T17:47:57.000Z Reuters examines CoreWeave's AI contracts and the lenders financing its build-out. https://slicast.com/zh/article/d4wlzv Slicast zh-cn 2026-10-15T17:47:57.000Z 路透社分析了CoreWeave的AI合同以及为其扩建提供融资的贷方。 https://slicast.com/ko/article/d4wlzv Slicast ko 2026-10-15T17:47:57.000Z Reuters가 CoreWeave의 AI 계약과 해당 기업의 데이터센터 구축을 자금 지원하는 대출 기관들을 살펴본다. https://slicast.com/article/1cfnjug Slicast en 2026-10-15T17:43:16.000Z Reuters reports that ASML's 'sold out' outlook is pushing investors to look beyond demand. https://slicast.com/zh/article/1cfnjug Slicast zh-cn 2026-10-15T17:43:16.000Z 路透社报道，阿斯麦（ASML）的展望称其产能'售罄'，促使投资者将关注点从需求转向其他因素。 https://slicast.com/ko/article/1cfnjug Slicast ko 2026-10-15T17:43:16.000Z ASML의 '완판' 전망으로 투자자들이 수요 너머를 바라보게 되었다고 로이터가 보도했다. https://slicast.com/article/1o1778q Slicast en 2026-10-15T17:40:09.000Z SK hynix is reportedly tying a planned new Solidigm 3D NAND fab in the US to approval of chipmaking equipment exports to its Dalian, China fab, and is pressing the Trump administration. https://slicast.com/zh/article/1o1778q Slicast zh-cn 2026-10-15T17:40:09.000Z 据报道，SK海力士将计划在美国新建的Solidigm 3D NAND晶圆厂与其位于中国大连的工厂的设备出口审批挂钩，并向特朗普政府施压。 https://slicast.com/ko/article/1o1778q Slicast ko 2026-10-15T17:40:09.000Z SK하이닉스는 미국에 계획 중인 신규 Solidigm 3D NAND 팹을 중국 다롄 공장으로의 반도체 장비 수출 승인과 연계하고 있으며, 이를 위해 트럼프 행정부에 압박을 가하고 있는 것으로 전해졌다. https://slicast.com/article/rw2xsj Slicast en 2026-10-15T17:33:50.000Z The US Department of Energy declared a grid emergency as a heat wave hit 13 states. https://slicast.com/zh/article/rw2xsj Slicast zh-cn 2026-10-15T17:33:50.000Z 美国能源部在热浪席卷13个州期间宣布电网紧急状态。 https://slicast.com/ko/article/rw2xsj Slicast ko 2026-10-15T17:33:50.000Z 미국 에너지부는 폭염이 13개 주를 강타하면서 전력망 비상사태를 선포했다. https://slicast.com/article/7szy2y Slicast en 2026-10-15T17:18:22.000Z OpenAI has named Indian American executive Uday Ruddarraju to lead its infrastructure and computing operations. https://slicast.com/zh/article/7szy2y Slicast zh-cn 2026-10-15T17:18:22.000Z OpenAI任命印度裔美国人Uday Ruddarraju领导其基础设施与计算运营。 https://slicast.com/ko/article/7szy2y Slicast ko 2026-10-15T17:18:22.000Z OpenAI가 인도계 미국인 경영진 우데이 루다라주(Uday Ruddarraju)를 인프라 및 컴퓨팅 운영 총괄로 임명했다. https://slicast.com/article/w8z1hj Slicast en 2026-10-15T17:05:01.000Z Norrsken and NVIDIA will launch a Stockholm AI Lab as part of a €300 million AI initiative. https://slicast.com/zh/article/w8z1hj Slicast zh-cn 2026-10-15T17:05:01.000Z Norrsken与英伟达将在斯德哥尔摩启动一座人工智能实验室，作为一项3亿欧元人工智能计划的组成部分。 https://slicast.com/ko/article/w8z1hj Slicast ko 2026-10-15T17:05:01.000Z Norrsken과 NVIDIA는 3억 유로 규모의 AI 이니셔티브의 일환으로 스톡홀름 AI 랩을 출범할 예정이다. https://slicast.com/article/74crua Slicast en 2026-10-15T17:03:14.000Z Fed official Goolsbee warns that the AI spending boom is now pushing broad inflation. https://slicast.com/zh/article/74crua Slicast zh-cn 2026-10-15T17:03:14.000Z 美联储官员Goolsbee警告，人工智能投资热潮如今正在推高整体通胀。 https://slicast.com/ko/article/74crua Slicast ko 2026-10-15T17:03:14.000Z 연준의 Goolsbee 총재는 AI 투자 붐이 이제 광범위한 물가 상승을 촉발하고 있다고 경고했다. https://slicast.com/article/ooexuk Slicast en 2026-10-15T17:00:23.000Z Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark https://slicast.com/zh/article/ooexuk Slicast zh-cn 2026-10-15T17:00:23.000Z 共迎开端:庆祝NVIDIA RTX Spark发布 https://slicast.com/article/9pikkb Slicast en 2026-10-15T16:52:16.000Z CoreWeave credit default swaps have hit distress levels as investors sour on AI debt, CNBC reports. https://slicast.com/zh/article/9pikkb Slicast zh-cn 2026-10-15T16:52:16.000Z 投资者对人工智能债务态度转冷，CoreWeave的信用违约互换已达到困境水平，据CNBC报道。 https://slicast.com/ko/article/9pikkb Slicast ko 2026-10-15T16:52:16.000Z CoreWeave의 신용부도스왑(CDS) 가격이 AI 부채에 대한 투자자 우려가 커지면서 부실 수준에 도달했다고 CNBC가 보도했다. https://slicast.com/article/tlcfnf Slicast en 2026-10-15T16:50:51.000Z SK Hynix shares fell 11% amid an inflation shock, Solidigm IPO talk and the CXMT competitive threat. https://slicast.com/zh/article/tlcfnf Slicast zh-cn 2026-10-15T16:50:51.000Z SK海力士股价下跌11%，原因包括通胀冲击、Solidigm的首次公开募股传闻以及CXMT带来的竞争威胁。 https://slicast.com/ko/article/tlcfnf Slicast ko 2026-10-15T16:50:51.000Z SK하이닉스 주가가 인플레이션 충격, Solidigm 기업공개(IPO) 가능성, CXMT의 경쟁 위협이 겹치면서 11% 하락했다. https://slicast.com/article/z8kph8 Slicast en 2026-10-15T16:45:37.000Z SK Hynix is bargaining for permission to export chip equipment to its China facility, in exchange for building a factory in the US. https://slicast.com/zh/article/z8kph8 Slicast zh-cn 2026-10-15T16:45:37.000Z SK海力士正在争取向其中国工厂出口芯片设备的许可，条件是在美国建设一座工厂。 https://slicast.com/ko/article/z8kph8 Slicast ko 2026-10-15T16:45:37.000Z SK하이닉스는 중국 공장으로의 반도체 장비 수출 허가를 얻기 위해, 미국 내 공장 건설을 조건으로 협상하고 있다. https://slicast.com/article/u5vdz4 Slicast en 2026-10-15T16:45:00.000Z Smartphone shipments are plummeting as the memory crisis driven by AI component demand pushes up prices, with analysts seeing little relief before 2028. https://slicast.com/zh/article/u5vdz4 Slicast zh-cn 2026-10-15T16:45:00.000Z 人工智能对元器件的需求引发存储危机并推高价格，智能手机出货量大幅下滑，分析师预计2028年前难有缓解。 https://slicast.com/ko/article/u5vdz4 Slicast ko 2026-10-15T16:45:00.000Z 스마트폰 출하량이 급감하고 있다. AI 부품 수요로 촉발된 메모리 위기가 가격을 끌어올리면서, 애널리스트들은 2028년 이전에는 상황이 크게 나아지지 않을 것으로 보고 있다. https://slicast.com/article/1imrmhs Slicast en 2026-10-15T16:44:44.000Z OpenAI's compute infrastructure chief is set to depart, according to the Wall Street Journal. https://slicast.com/zh/article/1imrmhs Slicast zh-cn 2026-10-15T16:44:44.000Z 据《华尔街日报》报道，OpenAI算力基础设施负责人即将离职。 https://slicast.com/ko/article/1imrmhs Slicast ko 2026-10-15T16:44:44.000Z OpenAI의 컴퓨팅 인프라 책임자가 퇴사할 예정이라고 월스트리트저널이 보도했다. https://slicast.com/article/s2dtnf Slicast en 2026-10-15T16:20:29.000Z DigiCo has signed a 71MW lease for a Sydney data center with an unnamed technology firm, including the reallocation of 20MW of existing contracted capacity. https://slicast.com/zh/article/s2dtnf Slicast zh-cn 2026-10-15T16:20:29.000Z DigiCo与一家未具名的科技公司签署了悉尼数据中心71MW租约，其中包括对现有已签约容量20MW的重新分配。 https://slicast.com/ko/article/s2dtnf Slicast ko 2026-10-15T16:20:29.000Z DigiCo가 시드니 데이터센터에 대해 익명의 기술 기업과 71MW 규모의 임대 계약을 체결했으며, 여기에는 기존 계약 용량 20MW의 재배분이 포함된다. https://slicast.com/article/dqqy9i Slicast en 2026-10-15T16:17:14.000Z NTT has deployed an Nvidia GPU test cluster at its Munich 2 data center, letting customers test AI applications on Nvidia Blackwell hardware. https://slicast.com/zh/article/dqqy9i Slicast zh-cn 2026-10-15T16:17:14.000Z NTT已在其Munich 2数据中心部署英伟达图形处理器测试集群，允许客户在英伟达Blackwell硬件上测试人工智能应用。 https://slicast.com/ko/article/dqqy9i Slicast ko 2026-10-15T16:17:14.000Z NTT는 뮌헨 2 데이터센터에 Nvidia GPU 테스트 클러스터를 구축해, 고객이 Nvidia Blackwell 하드웨어에서 AI 애플리케이션을 시험해 볼 수 있도록 했다. https://slicast.com/article/ou3bj5 Slicast en 2026-10-15T16:11:09.000Z Data center infrastructure spending reached $14 billion in 2Q 2026, according to the Electrical Distributor. https://slicast.com/zh/article/ou3bj5 Slicast zh-cn 2026-10-15T16:11:09.000Z 据Electrical Distributor杂志报道，2026年第二季度数据中心基础设施市场规模达到140亿美元。 https://slicast.com/ko/article/ou3bj5 Slicast ko 2026-10-15T16:11:09.000Z 데이터센터 인프라 지출은 Electrical Distributor에 따르면 2026년 2분기에 140억 달러에 도달했다. https://slicast.com/article/11bmbkv Slicast en 2026-10-15T16:00:00.000Z TSMC is considering adding facilities in Texas. https://slicast.com/zh/article/11bmbkv Slicast zh-cn 2026-10-15T16:00:00.000Z 台积电正考虑在德克萨斯州增设厂区。 https://slicast.com/ko/article/11bmbkv Slicast ko 2026-10-15T16:00:00.000Z TSMC가 텍사스에 시설을 추가하는 방안을 검토 중이다. https://slicast.com/article/a9z0h6 Slicast en 2026-10-15T16:00:00.000Z An Amazon Web Services energy executive writes that utilities using AI for grid planning are delivering faster approvals, fewer outages and lower costs. https://slicast.com/zh/article/a9z0h6 Slicast zh-cn 2026-10-15T16:00:00.000Z 亚马逊云科技（AWS）一位能源负责人撰文称，率先在电网规划中运用人工智能的公用事业公司正实现更快的审批、更少的停电和更低的成本。 https://slicast.com/ko/article/a9z0h6 Slicast ko 2026-10-15T16:00:00.000Z Amazon Web Services의 에너지 부문 임원은 AI를 전력망 계획에 활용하는 유틸리티 기업들이 더 빠른 승인, 더 적은 정전, 더 낮은 비용을 실현하고 있다고 글을 통해 밝혔다. https://slicast.com/article/1do381l Slicast en 2026-10-15T15:55:39.000Z The capacity outlook for ASML has tightened as demand for chip manufacturing tools outpaces supply. https://slicast.com/zh/article/1do381l Slicast zh-cn 2026-10-15T15:55:39.000Z 阿斯麦的产能前景趋紧，芯片制造设备需求超出供给。 https://slicast.com/ko/article/1do381l Slicast ko 2026-10-15T15:55:39.000Z ASML의 생산능력 전망은 칩 제조 장비에 대한 수요가 공급을 앞지르면서 더욱 빠듯해졌다. https://slicast.com/article/obxwl5 Slicast en 2026-10-15T15:40:43.000Z AI Data Center Energy Storage Report Released, Outlines How https://slicast.com/zh/article/obxwl5 Slicast zh-cn 2026-10-15T15:40:43.000Z AI数据中心储能报告发布,阐述具体方案 https://slicast.com/article/1c7v38w Slicast en 2026-10-15T15:37:41.000Z Micro Center has reclassified Nvidia GeForce RTX 5090 graphics cards as 'Not Carried' with almost all units out of stock, amid rumors of a production halt. https://slicast.com/zh/article/1c7v38w Slicast zh-cn 2026-10-15T15:37:41.000Z Micro Center已将英伟达GeForce RTX 5090显卡归类为'Not Carried'，门店几乎全部缺货，同时外界流传该产品可能停产的传闻。 https://slicast.com/ko/article/1c7v38w Slicast ko 2026-10-15T15:37:41.000Z Micro Center가 Nvidia GeForce RTX 5090 그래픽카드를 '취급 안 함(Not Carried)'으로 재분류했으며, 거의 모든 제품이 품절된 상태입니다. 생산 중단에 대한 소문도 돌고 있습니다. https://slicast.com/article/x2jor0 Slicast en 2026-10-15T15:30:36.000Z Scaleway has launched two availability zones for its Italy cloud region, bringing the total to three AZs. https://slicast.com/zh/article/x2jor0 Slicast zh-cn 2026-10-15T15:30:36.000Z Scaleway在其意大利云地域新推出两个可用区，使该地域可用区总数达到三个。 https://slicast.com/ko/article/x2jor0 Slicast ko 2026-10-15T15:30:36.000Z Scaleway가 이탈리아 클라우드 리전에 가용 영역 두 곳을 새로 열어, 총 가용 영역이 3개가 되었습니다. https://slicast.com/article/6h6uy1 Slicast en 2026-10-15T15:26:34.000Z Citi says ASML's results show the AI chip demand outlook extending to 2030. https://slicast.com/zh/article/6h6uy1 Slicast zh-cn 2026-10-15T15:26:34.000Z 花旗表示，阿斯麦的业绩显示人工智能芯片需求前景可延续至2030年。 https://slicast.com/ko/article/6h6uy1 Slicast ko 2026-10-15T15:26:34.000Z Citi는 ASML의 실적이 AI 칩 수요 전망이 2030년까지 이어질 것임을 보여준다고 밝혔다. https://slicast.com/article/miodkp Slicast en 2026-10-15T15:19:16.000Z Digital Realty has topped out its second data center in Seoul, South Korea, a facility first announced in 2021. https://slicast.com/zh/article/miodkp Slicast zh-cn 2026-10-15T15:19:16.000Z Digital Realty位于韩国首尔的第二座数据中心已完成主体结构封顶，该项目于2021年首次公布。 https://slicast.com/ko/article/miodkp Slicast ko 2026-10-15T15:19:16.000Z Digital Realty는 2021년에 발표된 서울 소재 두 번째 데이터센터의 상량(골조 공사 완료)을 마쳤다. https://slicast.com/article/1ydov5r Slicast en 2026-10-15T15:19:11.000Z TSMC CEO hints the company could back up customers if Intel's advanced packaging ramp-up falls short. https://slicast.com/zh/article/1ydov5r Slicast zh-cn 2026-10-15T15:19:11.000Z 台积电首席执行官暗示，若英特尔先进封装产能爬坡不及预期，台积电可为客户提供备份。 https://slicast.com/ko/article/1ydov5r Slicast ko 2026-10-15T15:19:11.000Z TSMC CEO, Intel의 첨단 패키징 증설이 기대에 미치지 못할 경우 고객사를 지원할 수 있다는 뜻을 시사. https://slicast.com/article/1cr6j7b Slicast en 2026-10-15T15:16:50.000Z BlackRock CEO warns that a pause in US data center construction could lead to a recession, as a slowed buildout could turn massive investment into a massive crash. https://slicast.com/zh/article/1cr6j7b Slicast zh-cn 2026-10-15T15:16:50.000Z 贝莱德首席执行官警告，美国数据中心建设暂停可能引发经济衰退，放缓的建设可能使巨额投资演变为严重崩盘。 https://slicast.com/ko/article/1cr6j7b Slicast ko 2026-10-15T15:16:50.000Z BlackRock CEO, 미국 데이터센터 건설 중단이 경기침체로 이어질 수 있다고 경고… 건설 둔화가 대규모 투자를 대규모 붕괴로 바꿀 수 있다고 지적 https://slicast.com/article/8nnven Slicast en 2026-10-15T15:15:26.000Z Colt DCS and RMZ have begun work on a third facility at their Mumbai campus in India, a 64MW build secured by a lease with a hyperscaler. https://slicast.com/zh/article/8nnven Slicast zh-cn 2026-10-15T15:15:26.000Z Colt DCS与RMZ已开始在印度孟买园区建设第三座设施，这座64兆瓦的建筑已通过与一家超大规模云服务商签署的租约获得落实。 https://slicast.com/ko/article/8nnven Slicast ko 2026-10-15T15:15:26.000Z Colt DCS와 RMZ는 인도 뭄바이 캠퍼스에서 세 번째 시설 공사를 시작했다. 이 64MW 규모 프로젝트는 하이퍼스케일러와의 임대 계약을 통해 확보됐다. https://slicast.com/article/1mudfb5 Slicast en 2026-10-15T15:14:06.000Z TechRepublic compares Microsoft's Maia 300 and Nvidia Rubin on specifications rather than benchmarks. https://slicast.com/zh/article/1mudfb5 Slicast zh-cn 2026-10-15T15:14:06.000Z TechRepublic从规格而非基准测试的角度，比较了微软的Maia 300与Nvidia Rubin。 https://slicast.com/ko/article/1mudfb5 Slicast ko 2026-10-15T15:14:06.000Z TechRepublic는 벤치마크가 아닌 사양을 기준으로 Microsoft의 Maia 300과 Nvidia Rubin을 비교했다. https://slicast.com/article/1fptqal Slicast en 2026-10-15T15:10:50.000Z Cornell Chronicle reports on research showing that trading power reductions could reduce data center strain on the energy grid. https://slicast.com/zh/article/1fptqal Slicast zh-cn 2026-10-15T15:10:50.000Z Cornell Chronicle报道称，一项研究显示，以交易方式削减用电功率可以减轻数据中心对能源电网的压力。 https://slicast.com/ko/article/1fptqal Slicast ko 2026-10-15T15:10:50.000Z Cornell Chronicle은 전력 거래량을 줄이면 데이터센터가 에너지 그리드에 미치는 부담을 완화할 수 있다는 연구 결과를 보도했다. https://slicast.com/article/1gedqxs Slicast en 2026-10-15T15:09:41.000Z New Zealand Data Center Networking Market Size and Share - https://slicast.com/zh/article/1gedqxs Slicast zh-cn 2026-10-15T15:09:41.000Z 新西兰数据中心网络市场规模与份额 - https://slicast.com/ko/article/1gedqxs Slicast ko 2026-10-15T15:09:41.000Z 뉴질랜드 데이터센터 네트워킹 시장 규모 및 점유율 - https://slicast.com/article/17x3zg6 Slicast en 2026-10-15T15:06:28.000Z ORCA Computing has launched the PT-3, the newest generation of its photonic quantum computers, positioned for AI and optimization workloads. https://slicast.com/zh/article/17x3zg6 Slicast zh-cn 2026-10-15T15:06:28.000Z ORCA Computing推出了PT-3，这是其光子量子计算机的最新一代产品，定位于人工智能与优化类工作负载。 https://slicast.com/ko/article/17x3zg6 Slicast ko 2026-10-15T15:06:28.000Z ORCA Computing가 AI 및 최적화 워크로드를 겨냥한 차세대 광자 양자컴퓨터 PT-3를 출시했다. https://slicast.com/article/pvptze Slicast en 2026-10-15T15:05:03.000Z Gartner analysis warns that more than $3.5 trillion in AI infrastructure spending is at risk by 2030. https://slicast.com/zh/article/pvptze Slicast zh-cn 2026-10-15T15:05:03.000Z 高德纳分析警告，到2030年，超过3.5万亿美元的人工智能基础设施支出面临风险。 https://slicast.com/ko/article/pvptze Slicast ko 2026-10-15T15:05:03.000Z Gartner 분석에 따르면 2030년까지 3조 5천억 달러 이상의 AI 인프라 투자가 위험에 처할 수 있다고 경고했다. https://slicast.com/article/62otny Slicast en 2026-10-15T15:02:00.000Z Meta has been named as the company behind a 3,000-acre data center project in Mason County, Kentucky, which will receive a 40-year tax break on property taxes. https://slicast.com/zh/article/62otny Slicast zh-cn 2026-10-15T15:02:00.000Z Meta已被确认为肯塔基州Mason County一个占地3000英亩数据中心项目的幕后公司，该项目将获得为期40年的房产税减免。 https://slicast.com/ko/article/62otny Slicast ko 2026-10-15T15:02:00.000Z Meta가 켄터키주 메이슨 카운티에 조성되는 3,000에이커 규모 데이터센터 프로젝트의 사업자로 지목됐으며, 해당 프로젝트는 40년간 재산세 감면 혜택을 받게 된다. https://slicast.com/article/16br2wc Slicast en 2026-10-15T15:01:23.000Z Two workers were killed and a third injured in an explosion at Intel's Kiryat Gat fab in Israel, and the company says it is cooperating with authorities on the investigation. https://slicast.com/zh/article/16br2wc Slicast zh-cn 2026-10-15T15:01:23.000Z 英特尔位于以色列Kiryat Gat的晶圆厂发生爆炸，两名工人死亡，一名工人受伤；公司表示正与当局配合调查。 https://slicast.com/ko/article/16br2wc Slicast ko 2026-10-15T15:01:23.000Z 두 명의 근로자가 사망하고 한 명이 부상을 입었다. 이스라엘 키르얏 갓에 위치한 인텔 팹에서 발생한 폭발 사고로, 회사 측은 조사와 관련해 당국에 협조하고 있다고 밝혔다. https://slicast.com/article/vu43ql Slicast en 2026-10-15T15:00:24.000Z Open From Data Center to Desktop: NVIDIA Expands Nemotron Family With Highest Efficiency Super VL and Bolt Models https://slicast.com/zh/article/vu43ql Slicast zh-cn 2026-10-15T15:00:24.000Z 从数据中心到桌面:NVIDIA扩展Nemotron系列,推出最高效率的Super VL和Bolt模型 https://slicast.com/article/3yx4w7 Slicast en 2026-10-15T15:00:01.000Z JLL says strong AI demand is not enough to protect data center developer margins for projects that lack power certainty, anchor tenants or credible delivery timelines as construction costs rise. https://slicast.com/zh/article/3yx4w7 Slicast zh-cn 2026-10-15T15:00:01.000Z JLL表示，即便人工智能需求强劲，对于缺乏电力确定性、主力租户或可信交付时间表的项目而言，利润率仍难以保障，同时建设成本正在上升。 https://slicast.com/ko/article/3yx4w7 Slicast ko 2026-10-15T15:00:01.000Z JLL은 건설비용이 상승하는 가운데, 전력 확보가 불확실하거나 앵커 테넌트 또는 신뢰할 만한 공사 일정이 없는 프로젝트의 경우 강력한 AI 수요만으로는 데이터센터 개발사의 마진을 지키기에 충분하지 않다고 밝혔다. https://slicast.com/article/kl99c9 Slicast en 2026-10-15T14:58:23.000Z A Stock Titan analysis sets out how much CoreWeave and Nebius owe and when those debts come due. https://slicast.com/zh/article/kl99c9 Slicast zh-cn 2026-10-15T14:58:23.000Z Stock Titan的一篇分析梳理了CoreWeave和Nebius的负债规模，以及这些债务的到期时间。 https://slicast.com/ko/article/kl99c9 Slicast ko 2026-10-15T14:58:23.000Z Stock Titan 분석은 CoreWeave와 Nebius가 얼마의 부채를 지고 있으며 그 상환 시기가 언제인지를 정리했다.