https://slicast.com/commentary/intel-2026-10-10 Slicast en 2026-10-10T20:45:01.958Z Intel Glass Substrate: Timeline and Capacity, October 2026 https://slicast.com/zh/commentary/intel-2026-10-10 Slicast zh-cn 2026-10-10T20:45:01.958Z 英特尔玻璃基板：量产时间线与产能，2026年10月 https://slicast.com/commentary/microsoft-2026-10-10 Slicast en 2026-10-10T20:37:37.148Z Microsoft Azure AI Infrastructure, October 2026: $115.95 Billion in Capex and a 38-Gigawatt Network Target https://slicast.com/zh/commentary/microsoft-2026-10-10 Slicast zh-cn 2026-10-10T20:37:37.148Z 微软Azure AI基础设施，2026年10月：资本支出1159.5亿美元，剑指38吉瓦全球网络目标 https://slicast.com/commentary/fluidstack-2026-10-10 Slicast en 2026-10-10T20:28:44.798Z Fluidstack Barber Lake 20-Year Lease Commitment, October 2026 https://slicast.com/zh/commentary/fluidstack-2026-10-10 Slicast zh-cn 2026-10-10T20:28:44.798Z Fluidstack Barber Lake数据中心20年租约承诺，2026年10月 https://slicast.com/commentary/nvidia-2026-10-10 Slicast en 2026-10-10T20:24:00.521Z Nvidia Export Control Enforcement and AI Demand Pipeline, October 2026 https://slicast.com/zh/commentary/nvidia-2026-10-10 Slicast zh-cn 2026-10-10T20:24:00.521Z 英伟达出口管制执法与AI需求管线，2026年10月 https://slicast.com/brief/2026-10-11 Slicast en 2026-10-10T20:06:46.711Z Latest AI Infrastructure News: October 11, 2026 https://slicast.com/zh/brief/2026-10-11 Slicast zh-cn 2026-10-10T20:06:46.711Z AI 基础设施新闻早报 · 2026年10月11日 https://slicast.com/ko/brief/2026-10-11 Slicast ko 2026-10-10T20:06:46.711Z 최신 AI 인프라 뉴스 · 2026년 10월 11일 https://slicast.com/article/v1v5bj Slicast en 2026-10-10T19:07:42.000Z Cerebras (CBRS) shares have fallen more than 50% from their all-time high as OpenAI's shift toward Nvidia weakens Cerebras's strategic position. https://slicast.com/zh/article/v1v5bj Slicast zh-cn 2026-10-10T19:07:42.000Z Cerebras（CBRS）股价较历史高点回落逾50%，原因是OpenAI转向英伟达，削弱了Cerebras的战略地位。 https://slicast.com/article/19jye9r Slicast en 2026-10-10T17:30:00.000Z CXMT is gearing up to launch a DDR5 RDIMM product built on its 4F² memory cell architecture before year-end, a move the report says would leapfrog Samsung by about two years. https://slicast.com/zh/article/19jye9r Slicast zh-cn 2026-10-10T17:30:00.000Z 长鑫存储（CXMT）计划在年底前推出采用4F²存储单元架构的DDR5 RDIMM产品，据报道这一进展可使其在技术上领先三星约两年。 https://slicast.com/article/9o44jj Slicast en 2026-10-10T17:13:04.000Z Applied Digital's power subsidiary has quietly filed for an IPO, while its debt load overshadows a 322% jump in revenue. https://slicast.com/zh/article/9o44jj Slicast zh-cn 2026-10-10T17:13:04.000Z Applied Digital的电力子公司已悄然提交首次公开募股（IPO）申请，而其沉重的债务负担掩盖了营收大增322%的亮眼数据。 https://slicast.com/ko/article/9o44jj Slicast ko 2026-10-10T17:13:04.000Z Applied Digital의 전력 자회사가 조용히 IPO를 신청한 가운데, 회사의 부채 부담이 322% 급증한 매출을 가리고 있다. https://slicast.com/article/1yqw8ey Slicast en 2026-10-10T16:46:57.000Z A Super Micro-linked contractor has pleaded guilty in the $2.5 billion AI chip diversion case tied to shipments to China. https://slicast.com/zh/article/1yqw8ey Slicast zh-cn 2026-10-10T16:46:57.000Z 一名与超微电脑有关联的承包商，已在涉及25亿美元、与中国相关的人工智能芯片转移案中认罪。 https://slicast.com/ko/article/1yqw8ey Slicast ko 2026-10-10T16:46:57.000Z Super Micro와 연계된 한 계약업체가 중국으로의 출하와 관련된 25억 달러 규모 AI 칩 밀반출 사건에서 유죄를 인정했다. https://slicast.com/article/gsvrwb Slicast en 2026-10-10T16:31:02.000Z Micron's HBM production line in Taichung has fired up, with AI demand seen as steadying the stock. https://slicast.com/zh/article/gsvrwb Slicast zh-cn 2026-10-10T16:31:02.000Z 美光位于台中的高带宽存储器产线已经投产，市场认为人工智能需求有助于稳定其股价。 https://slicast.com/article/17w51k5 Slicast en 2026-10-10T15:40:00.000Z SoftBank is seeking $100 billion from Middle Eastern investors for what it calls AI-refined projects, under which it would buy companies that do not use AI or robotics and apply those technologies to https://slicast.com/zh/article/17w51k5 Slicast zh-cn 2026-10-10T15:40:00.000Z 软银正寻求从中东投资者处募集1000亿美元，用于其所谓的'AI精炼'项目：收购不使用人工智能或机器人技术的企业，再引入这些技术以提升其运营与估值。 https://slicast.com/ko/article/17w51k5 Slicast ko 2026-10-10T15:40:00.000Z SoftBank는 AI 고도화 프로젝트라고 부르는 사업을 위해 중동 투자자들로부터 1,000억 달러를 모집하려 하고 있습니다. 이 사업은 AI나 로봇 기술을 활용하지 않는 기업을 인수한 뒤, 해당 기술을 적용해 운영을 개선하고 기업 가치를 높이는 구조입니다. https://slicast.com/article/1my8rlf Slicast en 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun, one of three people charged with smuggling Super Micro servers carrying advanced Nvidia AI chips to China, has pleaded guilty. https://slicast.com/zh/article/1my8rlf Slicast zh-cn 2026-10-10T15:35:00.000Z 因涉嫌走私载有英伟达先进人工智能芯片的超微电脑服务器至中国而被起诉的三人之一，Ting-Wei 'Willy' Sun已认罪。 https://slicast.com/ko/article/1my8rlf Slicast ko 2026-10-10T15:35:00.000Z Ting-Wei 'Willy' Sun은 Super Micro 서버를 중국으로 밀반출한 혐의로 기소된 3명 중 한 명으로, 고급 Nvidia AI 칩이 탑재된 서버였습니다. 그는 유죄를 인정했습니다. https://slicast.com/article/1gxf9xu Slicast en 2026-10-10T15:31:33.000Z A price target cut to $70 on Applied Digital highlights the financing squeeze behind its AI land grab. https://slicast.com/zh/article/1gxf9xu Slicast zh-cn 2026-10-10T15:31:33.000Z Applied Digital目标价被下调至70美元，凸显其在抢占人工智能用地过程中所面临的融资压力。 https://slicast.com/article/50tlg5 Slicast en 2026-10-10T15:29:00.000Z Wholesale electricity prices in America's largest electricity market have surged 41%, and the report attributes the spike in part to the AI boom. https://slicast.com/zh/article/50tlg5 Slicast zh-cn 2026-10-10T15:29:00.000Z 美国最大电力市场的批发电价已飙升41%，相关报道将此归因于人工智能热潮。 https://slicast.com/article/ebcgsu Slicast en 2026-10-10T15:03:00.000Z Oracle has issued a 'force majeure' warning as power for AI data centers becomes scarce, according to TheStreet. The snippet gives no detail on which contracts or sites are affected. https://slicast.com/zh/article/ebcgsu Slicast zh-cn 2026-10-10T15:03:00.000Z Oracle 已发出"不可抗力"预警,原因是 AI 数据中心用电日趋紧张,据 TheStreet 报道。该摘要未说明受影响的具体合同或站点。 https://slicast.com/ko/article/ebcgsu Slicast ko 2026-10-10T15:03:00.000Z Oracle가 AI 데이터센터용 전력이 부족해짐에 따라 '불가항력' 경고를 발표했다고 TheStreet이 보도했다. 해당 기사 요약에는 어떤 계약이나 사이트가 영향을 받는지에 대한 세부 내용이 없다. https://slicast.com/article/2yk1rd Slicast en 2026-10-10T15:00:00.000Z Tom's Hardware's weekly Premium roundup covers Tencent grabbing bargain chips, a Qualcomm-Huawei IP deal, and a Groq lawsuit. https://slicast.com/zh/article/2yk1rd Slicast zh-cn 2026-10-10T15:00:00.000Z Tom's Hardware每周高级版综述涵盖腾讯抢购低价芯片、高通与华为的知识产权交易，以及Groq诉讼等动态。 https://slicast.com/article/detpv8 Slicast en 2026-10-10T14:40:00.000Z A Senate investigation says some claims AI hyperscalers make about the costs and benefits of their data centers, in permit applications, are misleading. https://slicast.com/zh/article/detpv8 Slicast zh-cn 2026-10-10T14:40:00.000Z 美国参议院的一项调查认为，人工智能超大规模云服务商在数据中心许可申请中提出的部分成本与效益说法存在误导。 https://slicast.com/ko/article/detpv8 Slicast ko 2026-10-10T14:40:00.000Z 상원 조사에 따르면, AI 하이퍼스케일러가 허가 신청서에서 데이터센터의 비용과 효익에 관해 내놓은 일부 주장은 오해의 소지가 있다. https://slicast.com/article/pv6u75 Slicast en 2026-10-10T14:27:54.000Z According to TipRanks, Riot Platforms shares slid after its bold AI pivot spooked traders. https://slicast.com/zh/article/pv6u75 Slicast zh-cn 2026-10-10T14:27:54.000Z 据TipRanks报道，Riot Platforms股价因其大胆的人工智能转型令交易员担忧而下跌。 https://slicast.com/article/9nvc2i Slicast en 2026-10-10T13:41:55.000Z The Hindu reports that the AI data-centre boom is putting India's power grid under pressure and driving up grid upgrade costs. https://slicast.com/zh/article/9nvc2i Slicast zh-cn 2026-10-10T13:41:55.000Z 据报道，人工智能数据中心热潮正给印度电网带来压力，并推高电网升级成本。 https://slicast.com/article/1tao9ry Slicast en 2026-10-10T13:31:13.000Z Wells Fargo has issued a Buy rating on Applied Digital Corporation (APLD). https://slicast.com/zh/article/1tao9ry Slicast zh-cn 2026-10-10T13:31:13.000Z 富国银行已对Applied Digital Corporation（APLD）给出买入评级。 https://slicast.com/article/ftzbe Slicast en 2026-10-10T13:18:50.000Z Indianapolis has formed a $300K panel to rewrite its data center rules, even as three large data-center projects have already won approval. https://slicast.com/zh/article/ftzbe Slicast zh-cn 2026-10-10T13:18:50.000Z 印第安纳波利斯已成立一个30万美元预算的专门小组，以重写数据中心规则，而三个大型数据中心项目已获得批准。 https://slicast.com/article/15mnfr8 Slicast en 2026-10-10T13:03:56.000Z IEEE Spectrum reports on solar-powered data centers that turn otherwise wasted sunlight into AI compute. https://slicast.com/zh/article/15mnfr8 Slicast zh-cn 2026-10-10T13:03:56.000Z IEEE Spectrum报道了以太阳能供电的数据中心，将原本被浪费的阳光转化为人工智能算力。 https://slicast.com/article/jjyi0e Slicast en 2026-10-10T12:41:37.000Z According to TipRanks, Together AI emphasizes speed and ecosystem building as core parts of its AI strategy. https://slicast.com/zh/article/jjyi0e Slicast zh-cn 2026-10-10T12:41:37.000Z 据TipRanks报道，Together AI将速度与生态系统建设作为其人工智能战略的核心。 https://slicast.com/article/zr2uwg Slicast en 2026-10-10T12:40:34.000Z Huawei and Qualcomm have signed a patent deal covering 5G and AI technologies. https://slicast.com/zh/article/zr2uwg Slicast zh-cn 2026-10-10T12:40:34.000Z 华为与高通签署了一项涵盖5G与人工智能技术的专利协议。 https://slicast.com/article/1paitpd Slicast en 2026-10-10T12:20:00.000Z Nvidia is reportedly discontinuing GeForce RTX 5090-series products to redirect GB202 silicon toward data center and professional graphics boards, with a GeForce RTX 5080 24 GB version also rumored. https://slicast.com/zh/article/1paitpd Slicast zh-cn 2026-10-10T12:20:00.000Z 据报道，英伟达正在停产GeForce RTX 5090系列产品，将GB202芯片转向数据中心与专业显卡，同时据传将推出24吉字节版本的GeForce RTX 5080。 https://slicast.com/article/gqnwi4 Slicast en 2026-10-10T11:36:35.000Z Brazil has awarded 228 MW of grid capacity to three data-center projects. https://slicast.com/zh/article/gqnwi4 Slicast zh-cn 2026-10-10T11:36:35.000Z 巴西已向三个数据中心项目分配了228兆瓦的电网容量。 https://slicast.com/ko/article/gqnwi4 Slicast ko 2026-10-10T11:36:35.000Z 브라질, 데이터센터 프로젝트 3건에 228MW 규모의 전력망 용량 할당 https://slicast.com/article/19bglao Slicast en 2026-10-10T11:00:34.000Z Cipher has extended its Barber Lake data center lease commitments to 20 years, with Fluidstack and an unnamed AI lab agreeing to the lengthy leases. https://slicast.com/zh/article/19bglao Slicast zh-cn 2026-10-10T11:00:34.000Z Cipher已将其Barber Lake数据中心的租约承诺延长至20年，Fluidstack与一家未具名的人工智能实验室同意了这一长期租约。 https://slicast.com/ko/article/19bglao Slicast ko 2026-10-10T11:00:34.000Z Cipher는 Barber Lake 데이터센터의 임대 약정 기간을 20년으로 연장했으며, Fluidstack과 이름이 공개되지 않은 AI 연구소가 이 장기 임대계약에 합의했다. https://slicast.com/article/wz4k40 Slicast en 2026-10-10T11:00:01.000Z CNBC explains the different ways companies are accessing Nvidia GPUs. https://slicast.com/zh/article/wz4k40 Slicast zh-cn 2026-10-10T11:00:01.000Z CNBC解释了企业获取英伟达图形处理器的多种途径。 https://slicast.com/article/1ikl65t Slicast en 2026-10-10T10:32:06.000Z orbio has raised $1.2 million in seed funding for AI infrastructure. https://slicast.com/zh/article/1ikl65t Slicast zh-cn 2026-10-10T10:32:06.000Z orbio获得120万美元种子轮融资，专注于人工智能基础设施。 https://slicast.com/article/zdyif1 Slicast en 2026-10-10T10:30:00.000Z TeraWulf plans to double its data center size near Ashland, while Ky. Power will add a unit at Big Sandy. https://slicast.com/zh/article/zdyif1 Slicast zh-cn 2026-10-10T10:30:00.000Z TeraWulf计划将其阿什兰附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy增设一台机组。 https://slicast.com/ko/article/zdyif1 Slicast ko 2026-10-10T10:30:00.000Z TeraWulf는 Ashland 인근 데이터센터 규모를 두 배로 늘릴 계획이며, Ky. Power는 Big Sandy에 발전 설비 한 기를 추가할 예정이다. https://slicast.com/article/r5sq4e Slicast en 2026-10-10T10:30:00.000Z Ukrainian drones reportedly struck a data center in Sasovo, Russia, described as the largest in the country, knocking multiple parts of its 1.4 million square foot campus offline, and a Yandex facilit https://slicast.com/zh/article/r5sq4e Slicast zh-cn 2026-10-10T10:30:00.000Z 据报道，乌克兰无人机袭击了俄罗斯萨索沃的一座数据中心，该数据中心被称为俄罗斯最大的数据中心，其140万平方英尺园区的多个部分被迫离线；此后，卡卢加的一座Yandex设施也遭遇了类似情况。 https://slicast.com/article/1glnxjg Slicast en 2026-10-10T10:00:00.000Z TeraWulf plans to double the size of its data center near Ashland, while Ky. Power adds a unit at Big Sandy. https://slicast.com/zh/article/1glnxjg Slicast zh-cn 2026-10-10T10:00:00.000Z TeraWulf计划将其Ashland附近的数据中心规模扩大一倍，同时Ky. Power将在Big Sandy新增一台机组。 https://slicast.com/article/1fa9tal Slicast en 2026-10-10T09:57:43.000Z Weekly roundup (Oct 5-10): the Trump administration requires AI companies to report security incidents immediately; Huawei and Qualcomm reach a broad patent licensing agreement; Moonshot AI is reporte https://slicast.com/zh/article/1fa9tal Slicast zh-cn 2026-10-10T09:57:43.000Z （10月5日至10日）特朗普政府要求人工智能公司在发生安全事件后立即上报；华为与高通宣布达成广泛专利许可协议；月之暗面据悉即将完成上市前融资，估值将达500亿美元；Manus完成超5亿美元新一轮融资；博通据悉计划为OpenAI定制芯片项目融资逾500亿美元；Anthropic发布最新模型Claude Haiku 5.5，运行成本较4.5版本低约75%；OpenAI宣布面向全球所有ChatGPT用户 https://slicast.com/ko/article/1fa9tal Slicast ko 2026-10-10T09:57:43.000Z 주간 요약 (10월 5일~10일): 트럼프 행정부, AI 기업에 보안 사고 즉시 보고 의무화; Huawei와 Qualcomm, 광범위한 특허 라이선스 계약 체결; Moonshot AI, 500억 달러 기업가치 기준 IPO 전 투자 유치 마무리 단계 보도; Manus, 5억 달러 이상 규모의 신규 라운드 마감; Broadcom, OpenAI 맞춤형 칩 프로젝 https://slicast.com/article/1l5w1wz Slicast en 2026-10-10T09:24:23.000Z Kenanga says tech-sector growth is being backed by AI execution and sees Kelington, UWC and Frontken gaining. https://slicast.com/zh/article/1l5w1wz Slicast zh-cn 2026-10-10T09:24:23.000Z Kenanga认为科技板块增长有人工智能执行力支撑，并看好Kelington、UWC和Frontken表现向好。 https://slicast.com/article/1xgoxp3 Slicast en 2026-10-10T09:11:29.000Z TIKR argues that the highest-margin tokens for Amazon, Microsoft and CoreWeave come from open-weight models. https://slicast.com/zh/article/1xgoxp3 Slicast zh-cn 2026-10-10T09:11:29.000Z TIKR认为，亚马逊、微软和CoreWeave利润率最高的词元来自开放权重模型。 https://slicast.com/article/wpreqf Slicast en 2026-10-10T09:05:00.000Z GlobalFoundries has landed a $2 billion order from TSMC, establishing the first US CoWoS interposer capacity. https://slicast.com/zh/article/wpreqf Slicast zh-cn 2026-10-10T09:05:00.000Z 格芯获得台积电20亿美元订单，建立美国首个CoWoS中介层产能。 https://slicast.com/ko/article/wpreqf Slicast ko 2026-10-10T09:05:00.000Z GlobalFoundries, TSMC로부터 20억 달러 규모의 수주를 확보하며 미국 내 첫 CoWoS 인터포저 생산 능력을 구축하게 되었다. https://slicast.com/article/u6vy8p Slicast en 2026-10-10T08:40:44.000Z Simply Wall Street asks whether the 'Terafab' AI role changes the investment case for Intel (INTC). https://slicast.com/zh/article/u6vy8p Slicast zh-cn 2026-10-10T08:40:44.000Z Simply Wall Street探讨'Terafab'的人工智能角色是否改变英特尔（INTC）的投资逻辑。 https://slicast.com/article/188xe7a Slicast en 2026-10-10T08:14:03.000Z Synopsys is seeking partnerships with Chinese AI labs to speed up chip design. https://slicast.com/zh/article/188xe7a Slicast zh-cn 2026-10-10T08:14:03.000Z 新思科技寻求与中国人工智能实验室合作，以加快芯片设计。 https://slicast.com/article/1xygeny Slicast en 2026-10-10T08:13:47.000Z A Super Micro contractor has pleaded guilty in a $2.5 billion China AI server scheme, with Benzinga's coverage tagged to NVIDIA (NASDAQ:NVDA). https://slicast.com/zh/article/1xygeny Slicast zh-cn 2026-10-10T08:13:47.000Z 超微电脑的一名承包商因涉及价值25亿美元的中国人工智能服务器违规运作案认罪，Benzinga的报道标注了英伟达（NASDAQ:NVDA）。 https://slicast.com/ko/article/1xygeny Slicast ko 2026-10-10T08:13:47.000Z Super Micro 계약업체가 25억 달러 규모의 중국 AI 서버 밀수 혐의와 관련해 유죄를 인정했으며, Benzinga의 보도에는 NVIDIA (NASDAQ:NVDA)가 관련 종목으로 태그되어 있다. https://slicast.com/article/u1fkev Slicast en 2026-10-10T08:00:37.000Z Applied Materials and Intel are expanding their AI chip work. https://slicast.com/zh/article/u1fkev Slicast zh-cn 2026-10-10T08:00:37.000Z 应用材料与英特尔正在扩大人工智能芯片方面的合作。 https://slicast.com/article/1e8ewk7 Slicast en 2026-10-10T07:53:53.000Z KuCoin reports that OpenAI's 2026 revenue, around $50 billion, is below earlier estimates. https://slicast.com/zh/article/1e8ewk7 Slicast zh-cn 2026-10-10T07:53:53.000Z KuCoin报道称，OpenAI在2026年的营收约为500亿美元，低于此前的预期。 https://slicast.com/article/n0vjqg Slicast en 2026-10-10T07:21:06.000Z TeraWulf has doubled power capacity at its Muskie Data Campus to 1GW, though WULF stock dipped on the news. https://slicast.com/zh/article/n0vjqg Slicast zh-cn 2026-10-10T07:21:06.000Z TeraWulf将其Muskie数据园区的电力容量翻倍至1吉瓦，消息公布后WULF股价小幅下跌。 https://slicast.com/ko/article/n0vjqg Slicast ko 2026-10-10T07:21:06.000Z TeraWulf이 Muskie 데이터 캠퍼스의 전력 용량을 두 배로 늘려 1GW에 이르렀으나, 이 소식에도 WULF 주가는 하락했다. https://slicast.com/article/71xkt Slicast en 2026-10-10T07:16:59.000Z Applied Digital (APLD) added 75 MW at Polaris Forge 1, and its stock jumped as CEO said 'Power Is Only The Starting Point'. https://slicast.com/zh/article/71xkt Slicast zh-cn 2026-10-10T07:16:59.000Z Applied Digital（APLD）在Polaris Forge 1新增75兆瓦容量，股价随之上涨；首席执行官表示'电力只是起点'。 https://slicast.com/ko/article/71xkt Slicast ko 2026-10-10T07:16:59.000Z Applied Digital (APLD)은 Polaris Forge 1에 75MW를 추가했으며, 최고경영자가 "Power Is Only The Starting Point"라고 밝힌 뒤 주가가 급등했다. https://slicast.com/article/kv40p1 Slicast en 2026-10-10T06:31:00.000Z Nvidia reportedly plans to invest in d-Matrix, which the source describes as a rival AI chip startup. https://slicast.com/zh/article/kv40p1 Slicast zh-cn 2026-10-10T06:31:00.000Z 据报道，英伟达计划投资人工智能芯片初创公司d-Matrix，该公司被视为英伟达的竞争对手。 https://slicast.com/ko/article/kv40p1 Slicast ko 2026-10-10T06:31:00.000Z Nvidia는 d-Matrix에 투자할 계획인 것으로 전해졌으며, 소식통은 d-Matrix를 경쟁 관계의 AI 칩 스타트업이라고 설명했다. https://slicast.com/article/1457u2t Slicast en 2026-10-10T05:55:55.000Z Citi sees 40% upside for TeraWulf (WULF) stock after a nearly 500% surge over the past 12 months. https://slicast.com/zh/article/1457u2t Slicast zh-cn 2026-10-10T05:55:55.000Z 花旗认为TeraWulf（WULF）股价仍有40%上行空间，此前12个月涨幅接近500%。 https://slicast.com/article/12t9ize Slicast en 2026-10-10T05:08:22.000Z Samsung is offering $560,000 bonuses to keep its engineers from moving to China. https://slicast.com/zh/article/12t9ize Slicast zh-cn 2026-10-10T05:08:22.000Z 三星为防止工程师流向中国，提供56万美元奖金。 https://slicast.com/article/urjj7v Slicast en 2026-10-10T04:00:00.000Z GlobalFoundries and TSMC signed a two-billion-dollar deal under which US CoWoS interposer manufacturing is set to start in 2028. https://slicast.com/zh/article/urjj7v Slicast zh-cn 2026-10-10T04:00:00.000Z 格芯（GlobalFoundries）与台积电（TSMC）签署二十亿美元协议，美国本土CoWoS中介层（interposer）制造计划于2028年启动。 https://slicast.com/article/xzifei Slicast en 2026-10-10T03:10:07.000Z Nvidia reached a $6 trillion market value, and a Prof G Pod episode on The Week debated whether the AI boom is a bubble. https://slicast.com/zh/article/xzifei Slicast zh-cn 2026-10-10T03:10:07.000Z 英伟达市值达到6万亿美元，The Week旗下的Prof G Pod节目就AI热潮是否为泡沫展开讨论。 https://slicast.com/article/pnbn6q Slicast en 2026-10-10T02:25:00.000Z Samsung's share of the HBM market has risen to 33%, and hybrid bonding technology could be key to it overtaking rivals. https://slicast.com/zh/article/pnbn6q Slicast zh-cn 2026-10-10T02:25:00.000Z 三星的HBM市场份额升至33%，混合键合（hybrid bonding）技术或成为其超越竞争对手的关键。 https://slicast.com/article/1doqrp9 Slicast en 2026-10-10T02:16:59.000Z VEIR raised $110M in Series C funding to scale superconducting power delivery for AI data centers. https://slicast.com/zh/article/1doqrp9 Slicast zh-cn 2026-10-10T02:16:59.000Z VEIR完成1.1亿美元C轮融资，用于扩大面向AI数据中心的超导供电方案。 https://slicast.com/article/1djh8w5 Slicast en 2026-10-10T01:02:30.000Z The $500 billion Stargate AI project is reportedly facing difficulties due to power outages. https://slicast.com/zh/article/1djh8w5 Slicast zh-cn 2026-10-10T01:02:30.000Z 据报道，5000亿美元规模的Stargate AI项目因电力中断而面临困难。 https://slicast.com/ko/article/1djh8w5 Slicast ko 2026-10-10T01:02:30.000Z 스타게이트 AI 프로젝트(5,000억 달러 규모)가 정전 문제로 어려움을 겪고 있는 것으로 전해졌다. https://slicast.com/article/rmqow9 Slicast en 2026-10-09T23:57:00.000Z Oracle (NYSE: ORCL) is trucking natural gas to its data centers as pipeline delays mount. https://slicast.com/zh/article/rmqow9 Slicast zh-cn 2026-10-09T23:57:00.000Z 甲骨文（NYSE: ORCL）在管道建设延误增多的情况下，改用卡车将天然气运往其数据中心。 https://slicast.com/article/1l56xx7 Slicast en 2026-10-09T23:34:47.000Z Reports of a $20B discrepancy in OpenAI annualized revenue sent NVIDIA shares down nearly 3%. https://slicast.com/zh/article/1l56xx7 Slicast zh-cn 2026-10-09T23:34:47.000Z 有报道称OpenAI年化收入存在200亿美元的数据差异，英伟达股价随之下跌近3%。 https://slicast.com/article/kpv214 Slicast en 2026-10-09T23:25:36.000Z A former Super Micro contractor pleaded guilty in a $2.5B China server case involving diverting AI servers with Nvidia chips to China. https://slicast.com/zh/article/kpv214 Slicast zh-cn 2026-10-09T23:25:36.000Z 前超微电脑（Super Micro）承包商在一起涉及25亿美元对华服务器的案件中认罪，该案涉及将搭载英伟达芯片的AI服务器转运至中国。 https://slicast.com/ko/article/kpv214 Slicast ko 2026-10-09T23:25:36.000Z 슈퍼마이크로의 전직 외주 계약자가 엔비디아 칩이 탑재된 AI 서버를 중국으로 우회 반출한 25억 달러 규모의 중국 서버 사건과 관련해 유죄를 인정했다. https://slicast.com/article/mpj7ph Slicast en 2026-10-09T23:11:49.000Z Bloom Energy (BE) reported a billion-dollar quarter and AI power deals that a Yahoo Finance analysis says could be a game changer for the company. https://slicast.com/zh/article/mpj7ph Slicast zh-cn 2026-10-09T23:11:49.000Z Bloom Energy（BE）实现十亿美元级季度业绩并达成AI供电协议，相关分析认为这可能成为公司的重要转折点。 https://slicast.com/article/opf1jh Slicast en 2026-10-09T23:08:49.000Z TeraWulf (WULF) doubled power deal capacity at its Muskie campus to 1 GW, and its stock fell 11.1%. https://slicast.com/zh/article/opf1jh Slicast zh-cn 2026-10-09T23:08:49.000Z TeraWulf（WULF）将其Muskie园区的电力协议容量翻倍至1吉瓦，股价随之下跌11.1%。 https://slicast.com/article/1r7atvc Slicast en 2026-10-09T22:14:27.000Z CBRE Group (CBRE) has struck a new data center operations deal with Fermi. https://slicast.com/zh/article/1r7atvc Slicast zh-cn 2026-10-09T22:14:27.000Z 世邦魏理仕（CBRE Group，CBRE）与Fermi达成一项新的数据中心运营协议。 https://slicast.com/article/4c4ul5 Slicast en 2026-10-09T21:59:09.000Z Advanced packaging is emerging as the new bottleneck for AI chips in Asia. https://slicast.com/zh/article/4c4ul5 Slicast zh-cn 2026-10-09T21:59:09.000Z 先进封装正在成为亚洲AI芯片的新瓶颈。 https://slicast.com/article/15ug0nl Slicast en 2026-10-09T21:39:33.000Z Base Electron has confidentially filed for a US IPO, citing demand for AI power infrastructure. https://slicast.com/zh/article/15ug0nl Slicast zh-cn 2026-10-09T21:39:33.000Z Base Electron已以保密方式提交美国首次公开募股（IPO）申请，理由是AI电力基础设施需求旺盛。 https://slicast.com/article/16etern Slicast en 2026-10-09T21:37:04.000Z Black Hills will build 564 MW of new gas generation and manage a 2.1 GW microgrid for a Google data center in Wyoming. https://slicast.com/zh/article/16etern Slicast zh-cn 2026-10-09T21:37:04.000Z Black Hills将为谷歌位于怀俄明州的数据中心新建564兆瓦天然气发电设施，并管理一个2.1吉瓦的微电网。 https://slicast.com/ko/article/16etern Slicast ko 2026-10-09T21:37:04.000Z Black Hills는 와이오밍주 Google 데이터센터를 위해 564 MW 규모의 신규 가스 발전 설비를 건설하고, 2.1 GW 마이크로그리드를 운영할 예정이다. https://slicast.com/article/3j3mwl Slicast en 2026-10-09T21:36:03.000Z Chinese DRAM maker CXMT is now worth more than Intel after a strong Shanghai debut, while SanDisk and Micron shares came under pressure. https://slicast.com/zh/article/3j3mwl Slicast zh-cn 2026-10-09T21:36:03.000Z 中国DRAM厂商长鑫存储（CXMT）在上海上市首日表现强劲，市值已超过英特尔（Intel），闪迪（SanDisk）与美光（Micron）股价承压。 https://slicast.com/article/lhe8j6 Slicast en 2026-10-09T21:15:34.000Z Upscale AI is partnering with Nvidia while also competing with it. https://slicast.com/zh/article/lhe8j6 Slicast zh-cn 2026-10-09T21:15:34.000Z Upscale AI与英伟达合作，同时又与其形成竞争。 https://slicast.com/article/19gilz6 Slicast en 2026-10-09T21:11:00.000Z AI Infrastructure Could Draw $10.3 Trillion in U.S. Investment Through 2032 https://slicast.com/zh/article/19gilz6 Slicast zh-cn 2026-10-09T21:11:00.000Z ITIF 报告:2025-2032 年美国 AI 基础设施投资或达 $10.3 万亿,年均占 GDP 3.6% https://slicast.com/ko/article/19gilz6 Slicast ko 2026-10-09T21:11:00.000Z AI 인프라에 2032년까지 미국 투자 10.3조 달러가 유입될 수 있다 https://slicast.com/article/12vvo9c Slicast en 2026-10-09T21:10:00.000Z IREN stock reports USD 707 million fiscal 2026 revenue https://slicast.com/zh/article/12vvo9c Slicast zh-cn 2026-10-09T21:10:00.000Z IREN FY2026 全年业绩:营收 $7.07 亿(+41.1%),净亏损 $7.03 亿 https://slicast.com/ko/article/12vvo9c Slicast ko 2026-10-09T21:10:00.000Z IREN, 회계연도 2026 매출 7억 700만 달러 보고 https://slicast.com/article/15yv3b6 Slicast en 2026-10-09T21:09:00.000Z NVIDIA Rubin Architecture: Everything You Must Know https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-09T21:09:00.000Z NVIDIA Vera Rubin GPU 进入量产部署,性能为 Blackwell 的 5 倍,每 Token 成本降 10 倍 https://slicast.com/ko/article/15yv3b6 Slicast ko 2026-10-09T21:09:00.000Z NVIDIA Rubin 아키텍처: 알아야 할 모든 것 https://slicast.com/article/va393y Slicast en 2026-10-09T21:08:00.000Z AI is heading toward a cash-flow negative inflection point, and spending will slow in 2027 https://slicast.com/zh/article/va393y Slicast zh-cn 2026-10-09T21:08:00.000Z 法兴 Albert Edwards 预警 AI 投资泡沫,Fortune 指超大规模厂商 2027 年或迎资本开支拐点 https://slicast.com/ko/article/va393y Slicast ko 2026-10-09T21:08:00.000Z AI는 현금흐름 적자 전환점을 향하고 있으며, 2027년에는 투자 지출이 둔화될 것이다 https://slicast.com/article/1a07urg Slicast en 2026-10-09T21:07:00.000Z Nscale, AI Cloud and Infrastructure Platform, Files for NYSE IPO https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-09T21:07:00.000Z NVIDIA 支持的英国 neocloud Nscale 赴纽交所 IPO,据报目标估值 $300 亿 https://slicast.com/ko/article/1a07urg Slicast ko 2026-10-09T21:07:00.000Z Nscale, AI 클라우드 및 인프라 플랫폼 기업, NYSE 상장 신청서 제출 https://slicast.com/article/96s2hm Slicast en 2026-10-09T21:06:00.000Z Anthropic has chosen Nasdaq for its October IPO https://slicast.com/zh/article/96s2hm Slicast zh-cn 2026-10-09T21:06:00.000Z Anthropic IPO 路演本月中旬启动,据报目标估值 $2 万亿,已锁定 Nasdaq https://slicast.com/ko/article/96s2hm Slicast ko 2026-10-09T21:06:00.000Z Anthropic, 10월 IPO 상장 거래소로 나스닥 선정 https://slicast.com/article/10zxzwm Slicast en 2026-10-09T21:05:57.000Z CloudHQ is advancing a second substation at its data center campus in Mexico's Querétaro. https://slicast.com/zh/article/10zxzwm Slicast zh-cn 2026-10-09T21:05:57.000Z CloudHQ正在推进其位于墨西哥克雷塔罗（Querétaro）数据中心园区的第二座变电站。 https://slicast.com/article/vihm0g Slicast en 2026-10-09T21:05:00.000Z Data Center Cancellations Surpass $260 Billion in 2026 https://slicast.com/zh/article/vihm0g Slicast zh-cn 2026-10-09T21:05:00.000Z 2026 年数据中心取消项目突破 $2,600 亿,Q3 单季取消量超过去年全年 https://slicast.com/ko/article/vihm0g Slicast ko 2026-10-09T21:05:00.000Z 2026년 데이터센터 취소 규모 2,600억 달러 돌파 https://slicast.com/article/1mv9hfx Slicast en 2026-10-09T21:04:00.000Z Senate Investigation Challenges Big Tech's Case for AI Data Centers https://slicast.com/zh/article/1mv9hfx Slicast zh-cn 2026-10-09T21:04:00.000Z 美国参议院 AI 数据中心调查公开:大型科技公司被指误导公众、转嫁电费 https://slicast.com/ko/article/1mv9hfx Slicast ko 2026-10-09T21:04:00.000Z 상원 조사, 빅테크의 AI 데이터센터 명분에 의문 제기 https://slicast.com/article/1cszzsp Slicast en 2026-10-09T21:03:00.000Z Broadcom Is Arranging $50 Billion So OpenAI Can Buy Its Chips https://slicast.com/zh/article/1cszzsp Slicast zh-cn 2026-10-09T21:03:00.000Z Broadcom 为 OpenAI 定制 AI 芯片项目筹资逾 $500 亿私人信贷 https://slicast.com/ko/article/1cszzsp Slicast ko 2026-10-09T21:03:00.000Z Broadcom, OpenAI 칩 구매 위해 500억 달러 조달 추진 https://slicast.com/article/1ma070y Slicast en 2026-10-09T21:02:00.000Z IREN Drops 4% as SemiAnalysis Flags Its Canadian Data Centers https://slicast.com/zh/article/1ma070y Slicast zh-cn 2026-10-09T21:02:00.000Z SemiAnalysis 炮轰 IREN 不列颠哥伦比亚旧设施,股价周内累跌逾 12% https://slicast.com/ko/article/1ma070y Slicast ko 2026-10-09T21:02:00.000Z IREN, SemiAnalysis, 캐나다 데이터센터 지적으로 주가 4% 하락 https://slicast.com/article/19n9i9 Slicast en 2026-10-09T21:01:00.000Z Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report https://slicast.com/zh/article/19n9i9 Slicast zh-cn 2026-10-09T21:01:00.000Z OpenAI 年化营收被下修至约 $500 亿,AI 算力股 10 月 8 日集体重挫 https://slicast.com/ko/article/19n9i9 Slicast ko 2026-10-09T21:01:00.000Z 엔비디아, 오라클, 코어위브 등 AI 관련주, OpenAI 매출 보고서에 하락 https://slicast.com/article/1ekwvid Slicast en 2026-10-09T20:49:22.000Z Google and Constellation reached an 11-unit uprate plan, with Constellation to invest $4.3 billion. https://slicast.com/zh/article/1ekwvid Slicast zh-cn 2026-10-09T20:49:22.000Z 谷歌与Constellation达成涉及11台机组的功率提升计划，Constellation将投资43亿美元。 https://slicast.com/ko/article/1ekwvid Slicast ko 2026-10-09T20:49:22.000Z Google와 Constellation은 11개 호기에 대한 출력 증강(uprate) 계획에 합의했으며, Constellation은 43억 달러를 투자할 예정이다. https://slicast.com/article/isugtn Slicast en 2026-10-09T20:33:49.000Z Digital Realty Trust has filed a Form 8-K current report with the SEC, a first-hand disclosure whose specific contents are not included in the item. https://slicast.com/zh/article/isugtn Slicast zh-cn 2026-10-09T20:33:49.000Z Digital Realty Trust已向美国SEC提交8-K表格当期报告，这是一份一手披露文件，但该条目未包含具体内容。 https://slicast.com/article/jro4a0 Slicast en 2026-10-09T20:32:33.000Z Startup Fortune reports that leaked OpenAI financials show the numbers behind the AI bubble finally cracking. https://slicast.com/zh/article/jro4a0 Slicast zh-cn 2026-10-09T20:32:33.000Z Startup Fortune报道称，泄露的OpenAI财务数据显示，支撑AI泡沫的数字基础正在出现裂痕。 https://slicast.com/article/fombh0 Slicast en 2026-10-09T20:29:51.000Z Nvidia-backed AI data center firm Firmus has seen its IPO fall through, with its $30 billion valuation questioned after weak subscription demand from US investors. https://slicast.com/zh/article/fombh0 Slicast zh-cn 2026-10-09T20:29:51.000Z 英伟达（NVDA）支持的AI数据中心公司Firmus，其IPO告吹，300亿美元估值因美国投资者认购需求疲弱而受到质疑。 https://slicast.com/ko/article/fombh0 Slicast ko 2026-10-09T20:29:51.000Z Nvidia 지원을 받은 AI 데이터센터 기업 Firmus의 기업공개(IPO)가 무산됐다. 미국 투자자들의 저조한 청약 수요로 인해 300억 달러 규모의 기업가치에 대한 의문이 제기되고 있다. https://slicast.com/commentary/openai-2026-10-09 Slicast en 2026-10-09T20:24:52.059Z OpenAI Annualized Revenue, October 2026: $50 Billion Actual vs. $70 Billion Previously Cited https://slicast.com/zh/commentary/openai-2026-10-09 Slicast zh-cn 2026-10-09T20:24:52.059Z OpenAI年化收入，2026年10月：实际约500亿美元，较此前披露的700亿美元低约200亿美元 https://slicast.com/article/4370ea Slicast en 2026-10-09T20:23:40.000Z A semiconductor newsletter argues that the AI packaging opportunity extends beyond TSMC to other players. https://slicast.com/zh/article/4370ea Slicast zh-cn 2026-10-09T20:23:40.000Z 一份半导体通讯文章认为，AI先进封装的机遇不仅限于台积电。 https://slicast.com/commentary/digitalocean-2026-10-09 Slicast en 2026-10-09T20:15:13.654Z DigitalOcean AI Strategy, October 2026: 212% AI ARR Growth Against the Neocloud-Lowest Capex https://slicast.com/zh/commentary/digitalocean-2026-10-09 Slicast zh-cn 2026-10-09T20:15:13.654Z DigitalOcean AI战略，2026年10月：AI客户ARR同比增长212%，资本支出列新云末位 https://slicast.com/article/1k8px01 Slicast en 2026-10-09T20:10:39.000Z Big Tech is borrowing hundreds of billions of dollars for AI, and bond investors are growing cautious, according to Crypto Briefing. https://slicast.com/zh/article/1k8px01 Slicast zh-cn 2026-10-09T20:10:39.000Z 据Crypto Briefing报道，科技巨头为AI借入数千亿美元，债券投资者开始变得谨慎。 https://slicast.com/article/1jcbc1p Slicast en 2026-10-09T20:10:00.000Z TeraWulf says it will take legal action if Lansing pursues a data center ban. https://slicast.com/zh/article/1jcbc1p Slicast zh-cn 2026-10-09T20:10:00.000Z TeraWulf表示，如果Lansing推动数据中心禁令，它将采取法律行动。 https://slicast.com/brief/2026-10-10 Slicast en 2026-10-09T20:04:41.252Z Latest AI Infrastructure News: October 10, 2026 https://slicast.com/zh/brief/2026-10-10 Slicast zh-cn 2026-10-09T20:04:41.252Z AI 基础设施新闻早报 · 2026年10月10日 https://slicast.com/ko/brief/2026-10-10 Slicast ko 2026-10-09T20:04:41.252Z 최신 AI 인프라 뉴스 · 2026년 10월 10일 https://slicast.com/article/17c0r27 Slicast en 2026-10-09T20:02:04.000Z ERCOT projects a surge in power demand in the 2030s driven by data center growth. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-09T20:02:04.000Z ERCOT预计到2030年代，数据中心增长将推动电力需求大幅攀升。 https://slicast.com/article/1k45b2c Slicast en 2026-10-09T20:00:00.000Z Cleveland.com reports on who would bear the costs if Ohio data-center projects do not materialize. https://slicast.com/zh/article/1k45b2c Slicast zh-cn 2026-10-09T20:00:00.000Z Cleveland.com报道了，如果Ohio的数据中心项目未能落地，相关成本将由谁承担。 https://slicast.com/article/1peylte Slicast en 2026-10-09T19:54:44.000Z Goldman Sachs' Snider says AI will drive a strong US earnings season. https://slicast.com/zh/article/1peylte Slicast zh-cn 2026-10-09T19:54:44.000Z 高盛的Snider表示，AI将推动美国新一季财报季表现强劲。 https://slicast.com/article/7q3qwx Slicast en 2026-10-09T19:29:26.000Z Canada's Pembina advances a gas-fired data center project. https://slicast.com/zh/article/7q3qwx Slicast zh-cn 2026-10-09T19:29:26.000Z 加拿大Pembina推进一个燃气发电的数据中心项目。 https://slicast.com/article/vt4rap Slicast en 2026-10-09T19:28:49.000Z Bloom Energy's CEO says NIMBY pushback against data centers is a boon for the company. https://slicast.com/zh/article/vt4rap Slicast zh-cn 2026-10-09T19:28:49.000Z Bloom Energy首席执行官表示，针对数据中心的邻避效应（NIMBY）反对声浪反而利好公司。 https://slicast.com/article/13gw0b7 Slicast en 2026-10-09T19:19:04.000Z Lam Research shares edged lower ahead of an $8.1 billion AI test, according to Yahoo Finance, but the item gives no detail on what the $8.1 billion AI test refers to. https://slicast.com/zh/article/13gw0b7 Slicast zh-cn 2026-10-09T19:19:04.000Z 据Yahoo Finance报道，泛林集团（Lam Research）股价在一项81亿美元的「AI测试」前小幅走低，但文中未说明该测试具体指什么。 https://slicast.com/article/ma0md0 Slicast en 2026-10-09T19:15:48.000Z The Register reports that AWS AgentCore security can be undone by a prompt requesting credentials, with tokens transmitted in metadata, weak VM isolation and expansive permissions. https://slicast.com/zh/article/ma0md0 Slicast zh-cn 2026-10-09T19:15:48.000Z The Register报道，AWS AgentCore的安全防护可被一条索要凭证的提示词绕过，令牌经元数据传输，虚拟机隔离薄弱，权限过于宽泛。 https://slicast.com/article/1k5ndnx Slicast en 2026-10-09T19:07:00.000Z The Tech Buzz reports that batteries are now cheaper than gas turbines for data centers. https://slicast.com/zh/article/1k5ndnx Slicast zh-cn 2026-10-09T19:07:00.000Z The Tech Buzz报道，对数据中心而言，电池储能如今已比燃气轮机更便宜。 https://slicast.com/article/3ucau9 Slicast en 2026-10-09T19:04:38.000Z Americans for Tax Reform argues that Google's partnership with Constellation shows tech companies can improve grid capacity. https://slicast.com/zh/article/3ucau9 Slicast zh-cn 2026-10-09T19:04:38.000Z Americans for Tax Reform认为，谷歌与Constellation的合作表明，科技公司有能力提升电网容量。 https://slicast.com/article/sp1fr1 Slicast en 2026-10-09T18:53:16.000Z Applied Materials and Intel have announced a partnership to accelerate next-generation chipmaking, according to Communications Today. https://slicast.com/zh/article/sp1fr1 Slicast zh-cn 2026-10-09T18:53:16.000Z 据Communications Today报道，应用材料与英特尔宣布合作，加速下一代芯片制造。 https://slicast.com/article/1cjntm9 Slicast en 2026-10-09T18:50:51.000Z OpenAI, Nvidia, Anthropic and others have pledged $2.4 billion in computing resources to Trump's Genesis Mission. https://slicast.com/zh/article/1cjntm9 Slicast zh-cn 2026-10-09T18:50:51.000Z OpenAI、英伟达、Anthropic等公司已承诺向特朗普的Genesis Mission提供价值24亿美元的算力资源。 https://slicast.com/ko/article/1cjntm9 Slicast ko 2026-10-09T18:50:51.000Z OpenAI, Nvidia, Anthropic 등이 트럼프 행정부의 Genesis Mission에 24억 달러 규모의 컴퓨팅 자원을 제공하기로 약속했다. https://slicast.com/article/3kgxf9 Slicast en 2026-10-09T18:42:43.000Z Data Center Knowledge reports that Firmus and PLDT pulled data center IPOs this week while governments pressed pause on development across Asia-Pacific. https://slicast.com/zh/article/3kgxf9 Slicast zh-cn 2026-10-09T18:42:43.000Z Data Center Knowledge报道，Firmus与PLDT本周撤回了数据中心IPO，同时多国政府施压要求亚太地区暂停相关开发。 https://slicast.com/article/150wn09 Slicast en 2026-10-09T18:35:41.000Z GF has unveiled a roadmap for what it calls the world's most advanced FD-SOI platform for physical AI. https://slicast.com/zh/article/150wn09 Slicast zh-cn 2026-10-09T18:35:41.000Z GF发布路线图，旨在打造其所称全球最先进的物理AI全耗尽型绝缘体上硅（FD-SOI）平台。 https://slicast.com/article/mfkfnb Slicast en 2026-10-09T18:35:27.000Z Oracle stock is poised for its best week since 1999, according to Stocktwits. https://slicast.com/zh/article/mfkfnb Slicast zh-cn 2026-10-09T18:35:27.000Z 据Stocktwits报道，甲骨文（ORCL）股价有望录得1999年以来最佳周表现。 https://slicast.com/article/j3js2d Slicast en 2026-10-09T18:28:25.000Z Anthropic is adding dynamic workflows to Claude Managed Agents, letting a lead agent distribute tasks across up to 1,000 sub-agents at once. https://slicast.com/zh/article/j3js2d Slicast zh-cn 2026-10-09T18:28:25.000Z Anthropic为Claude Managed Agents新增动态工作流，允许主智能体同时将任务分配给多达1,000个子智能体。 https://slicast.com/article/pq0y0w Slicast en 2026-10-09T18:00:00.000Z OpenAI and Anthropic are hiring a former Trump administration official, according to Analytics Insight. https://slicast.com/zh/article/pq0y0w Slicast zh-cn 2026-10-09T18:00:00.000Z 据Analytics Insight报道，OpenAI与Anthropic正在聘请一名前特朗普政府官员。 https://slicast.com/article/4splsm Slicast en 2026-10-09T17:50:58.000Z The US Department of Energy has selected SLAC National Accelerator Laboratory to lead an AI catalysis project under the Genesis Mission, with partners on eight other projects. https://slicast.com/zh/article/4splsm Slicast zh-cn 2026-10-09T17:50:58.000Z 美国能源部已选定SLAC National Accelerator Laboratory牵头Genesis Mission下的一个AI催化项目，并与另外8个项目展开合作。 https://slicast.com/article/mx50re Slicast en 2026-10-09T17:20:34.000Z OpenAI's annualized revenue rate is about $50 billion, well below the initially reported $70 billion figure that used a different accounting method, as the company seeks $30 billion in fresh capital. https://slicast.com/zh/article/mx50re Slicast zh-cn 2026-10-09T17:20:34.000Z OpenAI的年化收入速率约为500亿美元，远低于此前报道的700亿美元（该数字采用的是另一种会计口径），目前该公司正在寻求300亿美元新增资本。 https://slicast.com/ko/article/mx50re Slicast ko 2026-10-09T17:20:34.000Z OpenAI의 연간환산 매출 규모는 약 500억 달러로, 다른 회계 방식을 적용했던 최초 보도의 700억 달러에 크게 못 미치며, 회사는 300억 달러 규모의 신규 자금 조달을 추진 중이다. https://slicast.com/article/1vx6o16 Slicast en 2026-10-09T16:07:46.000Z Bitdeer has expanded its mining agreement with Soluna to 35MW, building on the deal announced in August. https://slicast.com/zh/article/1vx6o16 Slicast zh-cn 2026-10-09T16:07:46.000Z Bitdeer已将其与Soluna的挖矿协议扩大至35兆瓦，此次扩展建立在8月宣布的协议基础上。 https://slicast.com/ko/article/1vx6o16 Slicast ko 2026-10-09T16:07:46.000Z Bitdeer는 Soluna와의 채굴 계약을 35MW로 확대했으며, 이는 8월에 발표된 계약을 토대로 한 것이다. https://slicast.com/article/155m3cv Slicast en 2026-10-09T16:00:51.000Z Bikash Koley, Google's VP of global infrastructure and capacity, is leaving Google to head TPU neocloud Crux AI. https://slicast.com/zh/article/155m3cv Slicast zh-cn 2026-10-09T16:00:51.000Z Google全球基础设施与容量副总裁Bikash Koley即将离开Google，出任基于TPU的新型AI云服务商Crux AI的负责人。 https://slicast.com/ko/article/155m3cv Slicast ko 2026-10-09T16:00:51.000Z Google의 글로벌 인프라 및 용량 담당 부사장 Bikash Koley가 Google을 떠나 TPU 네오클라우드 Crux AI를 이끌 예정이다. https://slicast.com/article/m7pgqg Slicast en 2026-10-09T15:50:34.000Z A municipality in northern Italy rejected an 80MW data center plan, arguing it conflicts with the municipality's environmental policy. https://slicast.com/zh/article/m7pgqg Slicast zh-cn 2026-10-09T15:50:34.000Z 意大利北部一个市政当局否决了一项80兆瓦数据中心规划，理由是该规划有违其环境政策。 https://slicast.com/ko/article/m7pgqg Slicast ko 2026-10-09T15:50:34.000Z 북부 이탈리아의 한 지방자치단체가 해당 지역 환경 정책과 상충한다는 이유로 80MW 규모 데이터센터 계획을 거부했다. https://slicast.com/article/1xy2tls Slicast en 2026-10-09T15:37:54.000Z Fermilab will lead two new Genesis Mission awards focused on custom microelectronics and advancing quantum information science. https://slicast.com/zh/article/1xy2tls Slicast zh-cn 2026-10-09T15:37:54.000Z Fermilab将牵头两项新的Genesis Mission资助，重点是定制微电子器件和推进量子信息科学研究。 https://slicast.com/ko/article/1xy2tls Slicast ko 2026-10-09T15:37:54.000Z Fermilab은 맞춤형 마이크로일렉트로닉스 개발과 양자정보과학 발전에 초점을 맞춘 두 개의 신규 Genesis Mission 과제를 주도할 예정이다. https://slicast.com/article/1kgh2s9 Slicast en 2026-10-09T15:30:34.000Z Digital Realty has begun work on KIX15, a new 24MW building on its Osaka campus in Japan. https://slicast.com/zh/article/1kgh2s9 Slicast zh-cn 2026-10-09T15:30:34.000Z Digital Realty已开始建设位于日本大阪园区的KIX15数据中心，这座新楼将新增24兆瓦容量。 https://slicast.com/ko/article/1kgh2s9 Slicast ko 2026-10-09T15:30:34.000Z Digital Realty는 일본 오사카 캠퍼스에 24MW 규모의 신규 건물 KIX15 건설에 착수했다. https://slicast.com/article/obh8a8 Slicast en 2026-10-09T15:20:00.000Z xAI's Michael Roberson has joined OpenAI's infrastructure team as a commissioning program manager, alongside other SpaceXAI staff and former Meta employees. https://slicast.com/zh/article/obh8a8 Slicast zh-cn 2026-10-09T15:20:00.000Z xAI的Michael Roberson已加入OpenAI基础设施团队，担任调试与投运项目经理，同期还有其他SpaceXAI员工及前Meta员工加入。 https://slicast.com/ko/article/obh8a8 Slicast ko 2026-10-09T15:20:00.000Z xAI의 Michael Roberson이 OpenAI 인프라팀에 시운전(commissioning) 프로그램 매니저로 합류했으며, 다른 SpaceXAI 직원 및 전 Meta 직원들도 함께 합류했다. https://slicast.com/article/ueqofl Slicast en 2026-10-09T15:12:27.000Z Development of a data center in Trzebnica, Poland is uncertain after a local councilor unearthed the application and claimed its details had been hidden from scrutiny. https://slicast.com/zh/article/ueqofl Slicast zh-cn 2026-10-09T15:12:27.000Z 波兰Trzebnica的一个数据中心项目前景不明，当地一名市议员披露了该申请，并称其细节被刻意隐瞒，未接受公众审查。 https://slicast.com/ko/article/ueqofl Slicast ko 2026-10-09T15:12:27.000Z 폴란드 트셰브니차에 추진 중인 데이터센터 개발 계획이 불투명해졌다. 한 지방의원이 신청서를 찾아내 해당 세부 내용이 검토에서 은폐되었다고 주장했기 때문이다. https://slicast.com/article/1w14gvi Slicast en 2026-10-09T15:00:00.000Z Keysight Showcases AI Infrastructure Validation Advances Across Scale-Up, Scale-Out, Scale-Across Networks to Inference at 2026 OCP https://slicast.com/zh/article/1w14gvi Slicast zh-cn 2026-10-09T15:00:00.000Z Keysight 在 2026 OCP 大会上展示 AI 基础设施验证进展,覆盖纵向扩展、横向扩展及跨域扩展网络的推理场景 https://slicast.com/ko/article/1w14gvi Slicast ko 2026-10-09T15:00:00.000Z Keysight, 2026 OCP에서 Scale-Up, Scale-Out, Scale-Across 네트워크 전반에 걸친 AI 인프라 검증 기술 발전상 공개 https://slicast.com/article/182vauj Slicast en 2026-10-09T14:27:53.000Z A $366 million data center project linked to Anthropic has been filed in Cedar Creek, Texas, with its first building on Earl Callahan Road. https://slicast.com/zh/article/182vauj Slicast zh-cn 2026-10-09T14:27:53.000Z 一个与Anthropic相关、投资额为3.66亿美元的数据中心项目已在得克萨斯州Cedar Creek提交备案，首栋楼将位于Earl Callahan Road。 https://slicast.com/ko/article/182vauj Slicast ko 2026-10-09T14:27:53.000Z Anthropic과 연관된 3억 6,600만 달러 규모의 데이터센터 프로젝트가 텍사스주 시더크릭에서 신고되었으며, 첫 번째 건물은 Earl Callahan Road에 들어설 예정이다. https://slicast.com/article/1e45d4g Slicast en 2026-10-09T14:27:51.000Z SoftBank is reportedly seeking $100 billion from Gulf investors to fund its AI push. https://slicast.com/zh/article/1e45d4g Slicast zh-cn 2026-10-09T14:27:51.000Z 软银据报道正寻求从海湾地区投资者处筹集1000亿美元,为其人工智能布局提供资金。 https://slicast.com/ko/article/1e45d4g Slicast ko 2026-10-09T14:27:51.000Z SoftBank가 AI 사업 확대를 위해 걸프 지역 투자자들로부터 1,000억 달러를 조달하려는 것으로 전해졌다. https://slicast.com/article/1i1cs39 Slicast en 2026-10-09T14:27:49.000Z PJM Interconnection has granted fast-track interconnection approval to Engie and LS Power totaling 2.1 GW, including Engie's two storage projects of nearly 1.7 GW and LS Power's 455-MW gas-fired uprat https://slicast.com/zh/article/1i1cs39 Slicast zh-cn 2026-10-09T14:27:49.000Z PJM Interconnection已批准Engie与LS Power共计2.1吉瓦的快速通道并网申请，其中包括Engie的两个储能项目（合计近1.7吉瓦）以及LS Power的455兆瓦燃气机组扩容项目。 https://slicast.com/ko/article/1i1cs39 Slicast ko 2026-10-09T14:27:49.000Z PJM Interconnection이 Engie와 LS Power에 총 2.1GW 규모의 신속 처리(fast-track) 계통연계 승인을 부여했으며, 여기에는 Engie의 약 1.7GW 규모 저장장치 프로젝트 두 건과 LS Power의 455MW 가스발전 증설(uprate)이 포함된다. https://slicast.com/article/19mttwq Slicast en 2026-10-09T14:11:00.000Z SpaceX is seeking $40 billion in financing to fund purchases of Nvidia AI chips, reportedly for xAI's Colossus AI compute build-out. https://slicast.com/zh/article/19mttwq Slicast zh-cn 2026-10-09T14:11:00.000Z SpaceX 正寻求 400 亿美元融资，用于采购 Nvidia AI 芯片，据报道将用于 xAI 的 Colossus AI 算力扩建。 https://slicast.com/ko/article/19mttwq Slicast ko 2026-10-09T14:11:00.000Z SpaceX는 xAI의 Colossus AI 컴퓨팅 확장에 사용될 것으로 알려진 Nvidia AI 칩 구매 자금 조달을 위해 400억 달러 규모의 자금을 모색하고 있다. https://slicast.com/article/tv7mml Slicast en 2026-10-09T13:49:05.000Z US investor-owned gas and electric utilities requested a record $4.5 billion in rate increases in the third quarter, according to a PowerLines report. https://slicast.com/zh/article/tv7mml Slicast zh-cn 2026-10-09T13:49:05.000Z 根据PowerLines周三发布的报告，美国投资者所有的燃气和电力公用事业公司在第三季度提出了创纪录的45亿美元电价上调申请。 https://slicast.com/ko/article/tv7mml Slicast ko 2026-10-09T13:49:05.000Z 미국 민간 소유 가스·전력 공기업들이 PowerLines 보고서에 따르면 3분기에 사상 최대인 45억 달러 규모의 요금 인상을 요청했다. https://slicast.com/article/1p25bfd Slicast en 2026-10-09T13:48:00.000Z A Data Center Dynamics analysis argues that noise ordinances are failing to keep pace with data center growth and that the noise issue should not be ignored. https://slicast.com/zh/article/1p25bfd Slicast zh-cn 2026-10-09T13:48:00.000Z 一篇Data Center Dynamics评论文章认为，噪声条例已跟不上数据中心的发展速度，噪声问题不应被忽视。 https://slicast.com/ko/article/1p25bfd Slicast ko 2026-10-09T13:48:00.000Z Data Center Dynamics 분석에 따르면, 소음 규제가 데이터센터의 성장 속도를 따라가지 못하고 있으며, 소음 문제를 간과해서는 안 된다고 주장한다. https://slicast.com/article/b3nwhr Slicast en 2026-10-09T13:44:00.000Z Global PC shipments have cratered 20% as rising prices hammer demand, after buyers rushed to beat earlier hikes and AI-fueled component shortages sent costs soaring. https://slicast.com/zh/article/b3nwhr Slicast zh-cn 2026-10-09T13:44:00.000Z 随着价格上涨打击需求，全球个人电脑出货量暴跌20%。今年早些时候买家曾抢在涨价前购买，但随着人工智能推动的零部件短缺推高成本，需求已大幅萎缩。 https://slicast.com/ko/article/b3nwhr Slicast ko 2026-10-09T13:44:00.000Z 글로벌 PC 출하량이 가격 상승으로 수요가 위축되면서 20% 급감했다. 앞선 가격 인상 전에 구매자들이 몰렸고, AI 수요로 인한 부품 부족이 비용을 크게 끌어올린 여파다. https://slicast.com/article/17trgmz Slicast en 2026-10-09T12:35:00.000Z A US order targets Chinese grid hardware, with the report noting that AI data center battery storage faces greater exposure as a result. https://slicast.com/zh/article/17trgmz Slicast zh-cn 2026-10-09T12:35:00.000Z 美国相关命令针对中国电网硬件,报告指出,AI数据中心电池储能因此面临更大的敞口风险。 https://slicast.com/ko/article/17trgmz Slicast ko 2026-10-09T12:35:00.000Z 미국의 대중국 중국산 전력망 장비 대상 행정명령과 관련해, 보고서는 이에 따라 AI 데이터센터 배터리 저장장치가 더 큰 영향을 받게 될 것이라고 지적했다. https://slicast.com/article/qrx9so Slicast en 2026-10-09T12:00:55.000Z Nvidia reportedly plans to invest in inference chip startup d-Matrix, which was seeking additional funds at a targeted $5bn valuation. https://slicast.com/zh/article/qrx9so Slicast zh-cn 2026-10-09T12:00:55.000Z 据报道，英伟达计划投资推理芯片初创公司d-Matrix，后者此前正寻求融资，目标估值为50亿美元。 https://slicast.com/ko/article/qrx9so Slicast ko 2026-10-09T12:00:55.000Z Nvidia는 추론 칩 스타트업 d-Matrix에 투자할 계획인 것으로 전해졌으며, d-Matrix는 50억 달러 기업가치를 목표로 추가 자금을 모집하고 있던 것으로 알려졌다. https://slicast.com/article/14pthw5 Slicast en 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC files 10-K: annual report (10-K) https://slicast.com/zh/article/14pthw5 Slicast zh-cn 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC 提交 10-K：年度报告(10-K) https://slicast.com/ko/article/14pthw5 Slicast ko 2026-10-09T12:00:00.000Z MICRON TECHNOLOGY INC 10-K 제출: 연간 보고서(10-K) https://slicast.com/article/y6wc71 Slicast en 2026-10-09T12:00:00.000Z Digital Realty filed a 8-K with the SEC disclosing a material agreement, debt/securities financing. https://slicast.com/zh/article/y6wc71 Slicast zh-cn 2026-10-09T12:00:00.000Z Digital Realty 向 SEC 提交 8-K，披露重大协议、债务/证券融资。 https://slicast.com/ko/article/y6wc71 Slicast ko 2026-10-09T12:00:00.000Z Digital Realty가 SEC에 8-K 보고서를 제출하여 중요한 계약 및 부채/증권 금융 조달 관련 사실을 공시했다. https://slicast.com/article/s0ndan Slicast en 2026-10-09T11:30:40.000Z The Iraqi government has revealed plans for five data centers, to be located in Baghdad, Basra, and Mosul. https://slicast.com/zh/article/s0ndan Slicast zh-cn 2026-10-09T11:30:40.000Z 伊拉克政府公布了建设五座数据中心的计划，选址位于巴格达、巴士拉和摩苏尔。 https://slicast.com/ko/article/s0ndan Slicast ko 2026-10-09T11:30:40.000Z 이라크 정부가 바그다드, 바스라, 모술에 들어설 다섯 개의 데이터센터 건설 계획을 발표했다. https://slicast.com/article/9c2siw Slicast en 2026-10-09T11:10:05.000Z PC shipments fell over 20% in 3Q26, down 15.8 million units, with chip shortages hitting Lenovo, HP and Dell hardest. https://slicast.com/zh/article/9c2siw Slicast zh-cn 2026-10-09T11:10:05.000Z 2026年第三季度个人电脑出货量下降超过20%，减少1580万台，芯片短缺对联想、惠普和戴尔的打击最为严重。 https://slicast.com/ko/article/9c2siw Slicast ko 2026-10-09T11:10:05.000Z 3Q26 PC 출하량이 20% 이상 감소하며 1,580만 대 줄었고, 칩 부족의 영향으로 Lenovo, HP, Dell이 가장 큰 타격을 입었다. https://slicast.com/article/120og3a Slicast en 2026-10-09T10:58:37.000Z Bitdeer AI signed a 67MW AI cloud agreement in Malaysia, a 10-year lease engineered for GB300 NVL72 deployments. https://slicast.com/zh/article/120og3a Slicast zh-cn 2026-10-09T10:58:37.000Z Bitdeer AI在马来西亚签署了一份67MW的人工智能云协议，这是一份为GB300 NVL72部署设计的10年期租约。 https://slicast.com/ko/article/120og3a Slicast ko 2026-10-09T10:58:37.000Z Bitdeer AI, Malaysia에서 67MW 규모의 AI 클라우드 계약을 체결했다. 이 10년 임대 계약은 GB300 NVL72 배치를 위해 설계되었다. https://slicast.com/article/1rzj6av Slicast en 2026-10-09T10:36:34.000Z Reports say OpenAI's revenue is about $20 billion lower than previously reported, which sparked a selloff in AI stocks, including Nvidia and AMD, and raised questions about whether the compute boom ca https://slicast.com/zh/article/1rzj6av Slicast zh-cn 2026-10-09T10:36:34.000Z 据报道，OpenAI的收入比此前披露的数字低约200亿美元，这一消息引发了包括英伟达（Nvidia）和AMD在内的AI股票抛售，并引发市场对算力热潮能否由现金流支撑的质疑。 https://slicast.com/ko/article/1rzj6av Slicast ko 2026-10-09T10:36:34.000Z OpenAI의 매출이 기존 보도보다 약 200억 달러 낮다는 보도가 나오면서 Nvidia와 AMD를 포함한 AI 관련 주식이 급락했고, 컴퓨팅 투자 붐을 현금흐름으로 뒷받침할 수 있는지에 대한 의문이 제기됐다. https://slicast.com/article/1vlmfdl Slicast en 2026-10-09T10:30:38.000Z IT service provider Infomaniak is listing on the Swiss stock exchange; it serves more than 300,000 European customers and operates three data centers in Switzerland. https://slicast.com/zh/article/1vlmfdl Slicast zh-cn 2026-10-09T10:30:38.000Z 瑞士IT服务商Infomaniak将在瑞士证券交易所挂牌上市，目前服务超过30万名欧洲客户，并在瑞士运营三座数据中心。 https://slicast.com/ko/article/1vlmfdl Slicast ko 2026-10-09T10:30:38.000Z IT 서비스 업체 Infomaniak가 스위스 증권거래소에 상장할 예정이다. 이 회사는 30만 명이 넘는 유럽 고객에게 서비스를 제공하며 스위스에서 3개의 데이터센터를 운영하고 있다. https://slicast.com/article/pm2krk Slicast en 2026-10-09T10:30:00.000Z Kioxia unveiled E1.L SSDs for hyperscalers with up to 122.88TB capacity in a compact form factor under its LD4-series, though performance details remain unclear. https://slicast.com/zh/article/pm2krk Slicast zh-cn 2026-10-09T10:30:00.000Z 铠侠推出面向超大规模云厂商的E1.L固态硬盘，采用紧凑型规格，最大容量达122.88TB，属于LD4系列，但性能细节仍不明确。 https://slicast.com/ko/article/pm2krk Slicast ko 2026-10-09T10:30:00.000Z Kioxia, 하이퍼스케일러용 E1.L SSD 공개… 컴팩트 폼팩터에 최대 122.88TB 용량 탑재, LD4 시리즈 소속 성능 세부 사항은 아직 명확하지 않음 https://slicast.com/article/1loipot Slicast en 2026-10-09T10:18:29.000Z Solidigm, a subsidiary of SK hynix, is preparing an IPO, which the report describes as the largest semiconductor IPO. https://slicast.com/zh/article/1loipot Slicast zh-cn 2026-10-09T10:18:29.000Z SK海力士旗下的Solidigm正筹划上市，报道称这将是规模最大的半导体首次公开募股。 https://slicast.com/ko/article/1loipot Slicast ko 2026-10-09T10:18:29.000Z Solidigm, SK하이닉스의 자회사가 기업공개(IPO)를 준비 중이며, 보도에 따르면 이는 역대 최대 규모의 반도체 IPO다. https://slicast.com/article/ljonyh Slicast en 2026-10-09T10:06:57.000Z Australian AI data centre developer Firmus has scrapped a planned A$7 billion (about US$5 billion) IPO, reportedly after the listing ran into market resistance. https://slicast.com/zh/article/ljonyh Slicast zh-cn 2026-10-09T10:06:57.000Z 澳大利亚AI数据中心开发商Firmus已取消计划中的70亿澳元(约50亿美元)IPO,据报道,此前上市计划在市场上遭遇阻力。 https://slicast.com/ko/article/ljonyh Slicast ko 2026-10-09T10:06:57.000Z 호주의 AI 데이터센터 개발사 Firmus가 70억 호주달러(약 50억 달러) 규모의 기업공개(IPO) 계획을 철회했다. 시장의 저항에 부딪힌 것이 원인이었다고 보도됐다. https://slicast.com/article/1sx1flf Slicast en 2026-10-09T09:41:16.000Z An Australian AI compute factory valued at US$30bn has seen its IPO fail, a setback to Nvidia-linked valuation hopes in Australia. https://slicast.com/zh/article/1sx1flf Slicast zh-cn 2026-10-09T09:41:16.000Z 一家估值300亿美元的澳大利亚人工智能算力工厂首次公开募股失败，对与英伟达相关的澳洲估值预期构成打击。 https://slicast.com/ko/article/1sx1flf Slicast ko 2026-10-09T09:41:16.000Z 호주의 가치 300억 달러 규모 AI 컴퓨팅 팩토리가 기업공개(IPO)에 실패하며, 호주 내 엔비디아 연계 기업가치 기대에 차질이 빚어졌다. https://slicast.com/article/1rpj9or Slicast en 2026-10-09T09:14:00.000Z After eight years in DSP chips, Credo has moved into optics, pushing bandwidth up from 800G within a year of launching its ZeroFlap optical module line last October. https://slicast.com/zh/article/1rpj9or Slicast zh-cn 2026-10-09T09:14:00.000Z Credo做了八年数字信号处理芯片后开始切入光芯片领域，自去年10月推出ZeroFlap光模块产品线以来，一年内已将产品带宽从800G向更高水平推进。 https://slicast.com/ko/article/1rpj9or Slicast ko 2026-10-09T09:14:00.000Z Credo는 8년간 DSP 칩 사업을 해온 끝에 광학 분야로 진출했으며, 지난해 10월 ZeroFlap 광모듈 라인을 출시한 지 1년 만에 800G를 넘어 대역폭을 끌어올리고 있다. https://slicast.com/article/10am20w Slicast en 2026-10-09T09:00:00.000Z ThisWay Global will convert a bankrupt data center project at Texas A&M's RELLIS Campus into a 73 MW AI and research hub in Bryan, Texas, offering compute to researchers, public-sector and industry us https://slicast.com/zh/article/10am20w Slicast zh-cn 2026-10-09T09:00:00.000Z ThisWay Global将把德州农工大学RELLIS Campus内一个已破产的数据中心项目改造为73MW的人工智能与科研中心，项目位于得克萨斯州布赖恩市，将向研究人员、公共部门和产业用户提供算力。 https://slicast.com/ko/article/10am20w Slicast ko 2026-10-09T09:00:00.000Z ThisWay Global는 파산한 데이터센터 프로젝트를 텍사스 A&M 대학교 RELLIS 캠퍼스 부지에 73MW 규모의 AI 및 연구 허브로 전환할 예정이다. 텍사스주 브라이언에 들어설 이 허브는 연구자, 공공부문 및 산업계 사용자에게 컴퓨팅 자원을 제공할 계획이다. https://slicast.com/article/k9fe9g Slicast en 2026-10-09T08:24:39.000Z Data Center Busways Market by IT Load, Data Center Type, https://slicast.com/zh/article/k9fe9g Slicast zh-cn 2026-10-09T08:24:39.000Z 按 IT 负载、数据中心类型划分的数据中心母线槽(Busway)市场 https://slicast.com/ko/article/k9fe9g Slicast ko 2026-10-09T08:24:39.000Z 데이터센터 버스웨이 시장: IT 부하별, 데이터센터 유형별 https://slicast.com/article/15fgjym Slicast en 2026-10-09T05:45:00.000Z Tencent is reportedly planning to issue a $5 billion offshore bond, possibly to raise more capital for its AI push. https://slicast.com/zh/article/15fgjym Slicast zh-cn 2026-10-09T05:45:00.000Z 据报道，腾讯拟发行50亿美元离岸债券，或将筹集更多资金加码AI。 https://slicast.com/ko/article/15fgjym Slicast ko 2026-10-09T05:45:00.000Z Tencent는 AI 사업 확대를 위한 자금 조달 목적으로 50억 달러 규모의 역외 채권 발행을 추진하는 것으로 알려졌다. https://slicast.com/article/2uqd4m Slicast en 2026-10-09T02:58:28.000Z PPPL has joined the Genesis Mission project, led by Commonwealth Fusion Systems, to build an AI digital twin for fusion energy with four U.S. Department of Energy National Labs, industry players and u https://slicast.com/zh/article/2uqd4m Slicast zh-cn 2026-10-09T02:58:28.000Z PPPL加入了由Commonwealth Fusion Systems牵头的Genesis Mission项目，共同构建聚变能源的AI数字孪生，参与方包括四个美国能源部国家实验室、产业伙伴和高校研究人员。 https://slicast.com/ko/article/2uqd4m Slicast ko 2026-10-09T02:58:28.000Z PPPL은 Commonwealth Fusion Systems가 주도하는 Genesis Mission 프로젝트에 합류하여, 미국 에너지부 산하 4개 국립연구소, 산업계 참여 기업 및 대학 연구진과 함께 핵융합 에너지를 위한 AI 디지털 트윈을 구축하고 있습니다. https://slicast.com/article/1l8rhgc Slicast en 2026-10-09T02:41:22.000Z Berkeley Lab reports that the US Department of Energy has announced significant funding to scale up promising projects applying Artificial Intelligence to particle accelerators. https://slicast.com/zh/article/1l8rhgc Slicast zh-cn 2026-10-09T02:41:22.000Z Berkeley Lab报道称，美国能源部宣布为扩大用于粒子加速器的人工智能项目提供大额资金。 https://slicast.com/ko/article/1l8rhgc Slicast ko 2026-10-09T02:41:22.000Z Berkeley Lab는 미국 에너지부(DOE)가 입자가속기에 인공지능을 적용하는 유망한 프로젝트의 규모를 확대하기 위해 상당한 규모의 자금 지원을 발표했다고 보도했다. https://slicast.com/article/4hx14u Slicast en 2026-10-09T01:21:00.000Z Australian Nvidia-backed AI data centre operator Firmus has shelved its IPO after would-be investors showed scepticism. https://slicast.com/zh/article/4hx14u Slicast zh-cn 2026-10-09T01:21:00.000Z 英伟达支持的澳大利亚AI数据中心运营商Firmus搁置了首次公开募股计划，潜在投资者对其持怀疑态度。 https://slicast.com/ko/article/4hx14u Slicast ko 2026-10-09T01:21:00.000Z 호주의 엔비디아 투자 지원을 받는 AI 데이터센터 운영사 Firmus가 잠재 투자자들의 회의적인 반응을 보인 뒤 기업공개(IPO)를 보류했다. https://slicast.com/article/zo9fn9 Slicast en 2026-10-09T00:08:52.000Z A Ukrainian drone attack has knocked out a Russian datacenter, and Yandex says bringing the affected cloud region back into operation may not be possible. https://slicast.com/zh/article/zo9fn9 Slicast zh-cn 2026-10-09T00:08:52.000Z 一架乌克兰无人机袭击击毁了一座俄罗斯数据中心，Yandex表示该云区域恢复运营可能无法实现。 https://slicast.com/ko/article/zo9fn9 Slicast ko 2026-10-09T00:08:52.000Z 우크라이나의 드론 공격으로 러시아의 한 데이터센터가 마비됐으며, Yandex는 피해를 입은 클라우드 리전을 다시 가동하는 것이 불가능할 수도 있다고 밝혔다. https://slicast.com/article/1w0tqmh Slicast en 2026-10-08T21:44:03.000Z Nvidia has committed $1 billion to help secure American scientific computing dominance, as it prepares to fortify the US government's computing arsenal with at least seven AI-optimized supercomputers. https://slicast.com/zh/article/1w0tqmh Slicast zh-cn 2026-10-08T21:44:03.000Z 英伟达承诺投入10亿美元，以巩固美国科学计算的领先地位，并准备为美国政府的计算体系增添至少七台AI优化型超级计算机。 https://slicast.com/ko/article/1w0tqmh Slicast ko 2026-10-08T21:44:03.000Z 엔비디아는 미국의 과학 컴퓨팅 패권을 확보하기 위해 10억 달러를 투입하기로 했으며, 미국 정부의 컴퓨팅 역량 강화를 위해 AI 최적화 슈퍼컴퓨터 최소 7대를 도입할 예정이다. https://slicast.com/article/9l2lwu Slicast en 2026-10-08T21:11:00.000Z Q3 2026 sets record for billion-dollar-plus funding rounds; Anthropic reportedly targets October US IPO https://slicast.com/zh/article/9l2lwu Slicast zh-cn 2026-10-08T21:11:00.000Z Q3 2026十亿美元以上融资轮次创历史纪录;Anthropic据报目标10月完成美股IPO https://slicast.com/ko/article/9l2lwu Slicast ko 2026-10-08T21:11:00.000Z Q3 2026 10억 달러 이상 펀딩 라운드 기록 경신; Anthropic, October US IPO 추진 보도 https://slicast.com/article/qv4rr8 Slicast en 2026-10-08T21:10:00.000Z Gartner: 2026 AI-optimized IaaS spending +96% YoY; inference investment surpasses training for the first time https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-08T21:10:00.000Z Gartner:2026年AI优化IaaS支出同比+96%;推理侧投资首次超越训练侧 https://slicast.com/ko/article/qv4rr8 Slicast ko 2026-10-08T21:10:00.000Z Gartner: 2026년 AI-optimized IaaS 지출 +96% YoY; 추론 투자가 처음으로 학습을 능가 https://slicast.com/article/vygrub Slicast en 2026-10-08T21:09:00.000Z House passes dual AI export control bills as Senate stalls; BIS eases chip exports to UAE https://slicast.com/zh/article/vygrub Slicast zh-cn 2026-10-08T21:09:00.000Z 众议院通过AI出口管制双法案,参议院受阻;BIS已对阿联酋放宽芯片出口 https://slicast.com/ko/article/vygrub Slicast ko 2026-10-08T21:09:00.000Z 상원 지지부진 속 하원, 이중 AI 수출 통제 법안 통과; BIS, UAE로의 칩 수출 완화 https://slicast.com/article/1rmp2le Slicast en 2026-10-08T21:08:00.000Z OpenAI reportedly signs 20-year Ohio lease; NVIDIA backs $105 billion financing with capacity reaching 8GW https://slicast.com/zh/article/1rmp2le Slicast zh-cn 2026-10-08T21:08:00.000Z OpenAI据报签署俄亥俄州20年租约,NVIDIA $1,050亿融资背书,终极规模或达8GW https://slicast.com/ko/article/1rmp2le Slicast ko 2026-10-08T21:08:00.000Z OpenAI, 20년 오하이오 임차 계약 체결로 보도; NVIDIA, 8GW 수용력 $105 billion 자금 조달 지원 https://slicast.com/article/c74fhq Slicast en 2026-10-08T21:07:00.000Z Five hyperscale operators' 2026 AI capex exceeds $730 billion; White House power pledge signed https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-08T21:07:00.000Z 五大超大规模厂商2026年AI资本开支合计超$7,300亿;White House"电力承诺"签署落地 https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-08T21:07:00.000Z 5개 하이퍼스케일 오퍼레이터의 2026 AI 캡엑스 7,300억 달러 초과; 백악관 전력 공약 서명 https://slicast.com/article/1g1ckk5 Slicast en 2026-10-08T21:06:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-10-08T21:06:35.000Z 深入 Omniverse:开发者如何借助前沿 AI 智能体将创意转化为仿真 https://slicast.com/ko/article/1g1ckk5 Slicast ko 2026-10-08T21:06:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents 옴니버스로 들어가기: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 구현하는 방법 https://slicast.com/article/if355f Slicast en 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW facility fully commercialized, baseline contract value $19.6 billion; Needham maintains buy at $138 https://slicast.com/zh/article/if355f Slicast zh-cn 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW园区全面商业化,基础合同价值$196亿;Needham维持买入$138 https://slicast.com/ko/article/if355f Slicast ko 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW 시설 완전 상용화, 기본 계약 가액 $19.6 billion; Needham 매수 의견 유지, 목표가 $138 https://slicast.com/article/fw9ck5 Slicast en 2026-10-08T21:05:00.000Z UK neocloud Nscale IPO scheduled for October 15 listing on NYSE, valuation approximately $35 billion, contract backlog $103 billion https://slicast.com/zh/article/fw9ck5 Slicast zh-cn 2026-10-08T21:05:00.000Z 英国neocloud Nscale IPO定于10月15日挂牌NYSE,估值约$350亿,合同积压$1,030亿 https://slicast.com/ko/article/fw9ck5 Slicast ko 2026-10-08T21:05:00.000Z 영국 네오클라우드 Nscale IPO는 10월 15일 NYSE 상장 예정, 평가액 약 $35 billion, 계약 백로그 $103 billion입니다. https://slicast.com/article/z1aaun Slicast en 2026-10-08T21:04:00.000Z Penguin Solutions Q4 earnings substantially beat expectations, revenue $567M (+68%), stock gained 16.8% this week https://slicast.com/zh/article/z1aaun Slicast zh-cn 2026-10-08T21:04:00.000Z Penguin Solutions Q4财报大超预期,营收$5.67亿(+68%),股价本周累涨16.8% https://slicast.com/ko/article/z1aaun Slicast ko 2026-10-08T21:04:00.000Z Penguin Solutions Q4 실적이 기대치를 크게 상회했고, 매출 $567M (+68%), 주가는 이번 주 16.8% 올랐다 https://slicast.com/article/vksbqo Slicast en 2026-10-08T21:03:00.000Z SK Hynix 16-layer HBM4 officially in mass production for NVIDIA Rubin; Micron samples shipped. https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-08T21:03:00.000Z SK Hynix 16层HBM4正式量产出货NVIDIA Rubin,Micron已发样品 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-08T21:03:00.000Z SK Hynix 16층 HBM4 NVIDIA Rubin용 공식 양산 진입; Micron 샘플 배송. https://slicast.com/article/1kysaam Slicast en 2026-10-08T21:02:00.000Z Price increase narrative meets financing logic: Nebius H100 up 21%, CoreWeave deficit ~$40M/MW, but Rothschild says actual losses after cost deduction https://slicast.com/zh/article/1kysaam Slicast zh-cn 2026-10-08T21:02:00.000Z 涨价叙事遭遇信贷逻辑:Nebius H100提价21%、CoreWeave短约$40M/MW,但Rothschild称扣成本后实际亏损 https://slicast.com/ko/article/1kysaam Slicast ko 2026-10-08T21:02:00.000Z 가격 인상 내러티브가 자금 조달 논리와 만남: Nebius H100 21% 상승, CoreWeave 적자 ~$40M/MW, 하지만 Rothschild는 비용 공제 후 실제 손실 지적 https://slicast.com/article/1d632bx Slicast en 2026-10-08T21:01:00.000Z Rothschild Redburn Downgrades CoreWeave and Nebius; Three Neocloud Stocks Fall Three Days Running https://slicast.com/zh/article/1d632bx Slicast zh-cn 2026-10-08T21:01:00.000Z Rothschild Redburn双杀CoreWeave与Nebius,三大neocloud股三日连跌 https://slicast.com/ko/article/1d632bx Slicast ko 2026-10-08T21:01:00.000Z Rothschild Redburn, CoreWeave와 Nebius 강등; Three Neocloud 종목 3일 연속 하락