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.