https://slicast.com/commentary/asml-2026-10-18 Slicast en 2026-10-18T21:13:23.092Z Why ASML's Sold-Out Capacity Shifts Investor Focus to Supply Chain and Geopolitical Risk https://slicast.com/zh/commentary/asml-2026-10-18 Slicast zh-cn 2026-10-18T21:13:23.092Z 为何阿斯麦产能售罄促使投资者关注重心从需求转向执行与地缘政治风险 https://slicast.com/article/14nyu2b Slicast en 2026-10-18T21:09:00.000Z Meta Unveils IcePack Liquid-Cooled Network Rack and 102.4T IceCube Switch at OCP Global Summit, Targeting GW-Scale AI Clusters https://slicast.com/zh/article/14nyu2b Slicast zh-cn 2026-10-18T21:09:00.000Z Meta在OCP全球峰会发布IcePack液冷网络机架与102.4T IceCube交换机，剑指GW级AI集群 https://slicast.com/ko/article/14nyu2b Slicast ko 2026-10-18T21:09:00.000Z Meta, OCP 글로벌 서밋에서 IcePack 액체 냉각 네트워크 랙과 102.4T IceCube 스위치 공개… GW급 AI 클러스터 겨냥 https://slicast.com/article/48dfk Slicast en 2026-10-18T21:08:00.000Z Crusoe完成$39亿Series F融资，估值$309亿；Mubadala、QIA与Nvidia联合押注"可卡车运输"模块化AI工厂 https://slicast.com/zh/article/48dfk Slicast zh-cn 2026-10-18T21:08:00.000Z Crusoe完成$39亿Series F融资，估值$309亿；Mubadala、QIA与Nvidia联合押注"可卡车运输"模块化AI工厂 https://slicast.com/article/25bsol Slicast en 2026-10-18T21:07:00.000Z Anthropic签约EverWind，租赁Nova Scotia $100亿园区首期95 MW，成新斯科舍省史上最大私人投资 https://slicast.com/zh/article/25bsol Slicast zh-cn 2026-10-18T21:07:00.000Z Anthropic签约EverWind，租赁Nova Scotia $100亿园区首期95 MW，成新斯科舍省史上最大私人投资 https://slicast.com/article/fcou1l Slicast en 2026-10-18T21:06:00.000Z FT调查：美国今年逾47个数据中心项目延误或取消；Bernstein称仅35%计划管线具备可信度 https://slicast.com/zh/article/fcou1l Slicast zh-cn 2026-10-18T21:06:00.000Z FT调查：美国今年逾47个数据中心项目延误或取消；Bernstein称仅35%计划管线具备可信度 https://slicast.com/article/hucctd Slicast en 2026-10-18T21:04:00.000Z 三星将借道台积电3nm制程为NVIDIA下一代定制内存NVHBM制造基础芯片，HBM供应链格局重塑 https://slicast.com/zh/article/hucctd Slicast zh-cn 2026-10-18T21:04:00.000Z 三星将借道台积电3nm制程为NVIDIA下一代定制内存NVHBM制造基础芯片，HBM供应链格局重塑 https://slicast.com/article/161o09u Slicast en 2026-10-18T21:03:00.000Z Microsoft Withdraws from Nscale's UK Essex Data Center Project; $43B Contract in Limbo, $3B IPO Directly Threatened https://slicast.com/zh/article/161o09u Slicast zh-cn 2026-10-18T21:03:00.000Z Microsoft 10月18日退出Nscale英国Essex数据中心项目，$430亿合同悬空，$30亿IPO直接受威胁 https://slicast.com/ko/article/161o09u Slicast ko 2026-10-18T21:03:00.000Z Microsoft, Nscale 영국 에식스 데이터센터 프로젝트에서 철수; 430억 달러 계약 불투명, 30억 달러 규모 IPO 직접 타격 https://slicast.com/article/1xjr5en Slicast en 2026-10-18T21:02:00.000Z Gartner警告：至2030年80%独立neocloud将停止独立运营，结构性盈利模式存疑 https://slicast.com/zh/article/1xjr5en Slicast zh-cn 2026-10-18T21:02:00.000Z Gartner警告：至2030年80%独立neocloud将停止独立运营，结构性盈利模式存疑 https://slicast.com/article/1uj32au Slicast en 2026-10-18T21:01:00.000Z CoreWeave 2032债券跌破面值80%、收益率达14.5%，股价四日累跌28.2%；IREN重挫30.3% https://slicast.com/zh/article/1uj32au Slicast zh-cn 2026-10-18T21:01:00.000Z CoreWeave 2032债券跌破面值80%、收益率达14.5%，股价四日累跌28.2%；IREN重挫30.3% https://slicast.com/commentary/google-2026-10-18 Slicast en 2026-10-18T20:59:20.324Z Google Cloud TPU Revenue Recognition and $513.9 Billion Backlog, October 2026 https://slicast.com/zh/commentary/google-2026-10-18 Slicast zh-cn 2026-10-18T20:59:20.324Z 谷歌云TPU收入确认与5139亿美元积压订单，2026年10月 https://slicast.com/commentary/microsoft-2026-10-18 Slicast en 2026-10-18T20:51:16.286Z Microsoft Azure Nscale UK Data Center Exit, October 2026 https://slicast.com/zh/commentary/microsoft-2026-10-18 Slicast zh-cn 2026-10-18T20:51:16.286Z 微软Azure退出Nscale英国数据中心项目，2026年10月 https://slicast.com/commentary/coreweave-2026-10-18 Slicast en 2026-10-18T20:39:43.956Z CoreWeave Stock and Credit Distress, October 2026 https://slicast.com/zh/commentary/coreweave-2026-10-18 Slicast zh-cn 2026-10-18T20:39:43.956Z CoreWeave股价与信用风险，2026年10月 https://slicast.com/commentary/iren-2026-10-18 Slicast en 2026-10-18T20:26:35.507Z IREN Stock, October 2026: The 11.2% Drop and the Crosscurrents Reshaping the Neocloud Investment Case https://slicast.com/zh/commentary/iren-2026-10-18 Slicast zh-cn 2026-10-18T20:26:35.507Z IREN股价，2026年10月：-11.2%单日跌幅与重塑新云投资逻辑的多重交叉压力 https://slicast.com/brief/2026-10-19 Slicast en 2026-10-18T20:07:01.101Z Latest AI Infrastructure News: October 19, 2026 https://slicast.com/zh/brief/2026-10-19 Slicast zh-cn 2026-10-18T20:07:01.101Z AI 基础设施新闻早报 · 2026年10月19日 https://slicast.com/ko/brief/2026-10-19 Slicast ko 2026-10-18T20:07:01.101Z 최신 AI 인프라 뉴스 · 2026년 10월 19일 https://slicast.com/article/77d3wg Slicast en 2026-10-18T19:41:26.000Z Elon Musk called memory pricing 'extortionate' as SK Hynix maps out its strategy beyond HBM. https://slicast.com/zh/article/77d3wg Slicast zh-cn 2026-10-18T19:41:26.000Z 马斯克称内存定价'敲诈式'过高，与此同时SK海力士正在规划HBM之后的业务出路。 https://slicast.com/ko/article/77d3wg Slicast ko 2026-10-18T19:41:26.000Z Elon Musk, SK Hynix가 HBM 이후의 전략을 구상하는 가운데 메모리 가격을 "폭리적"이라고 비판했다. https://slicast.com/article/i4wpam Slicast en 2026-10-18T18:14:19.000Z TeraWulf has secured Google backing for its Lake Mariner data center campus. https://slicast.com/zh/article/i4wpam Slicast zh-cn 2026-10-18T18:14:19.000Z TeraWulf已获得谷歌对其Lake Mariner数据中心园区的支持。 https://slicast.com/ko/article/i4wpam Slicast ko 2026-10-18T18:14:19.000Z TeraWulf가 Lake Mariner 데이터센터 캠퍼스에 대해 Google의 지원을 확보했다. https://slicast.com/article/6uwsam Slicast en 2026-10-18T18:02:51.000Z Kingston topped a TrendForce ranking with a 62% DRAM market share. https://slicast.com/zh/article/6uwsam Slicast zh-cn 2026-10-18T18:02:51.000Z 金士顿在集邦咨询（TrendForce）排名中以62%的内存市场份额位居榜首。 https://slicast.com/ko/article/6uwsam Slicast ko 2026-10-18T18:02:51.000Z Kingston가 TrendForce 순위에서 62% DRAM 시장 점유율로 1위를 차지했다. https://slicast.com/article/1ktjku3 Slicast en 2026-10-18T17:27:01.000Z Microsoft has reportedly pulled out of its UK AI data centre deal with Nscale, leaving a 23,000-chip project in limbo, according to the Telegraph. https://slicast.com/zh/article/1ktjku3 Slicast zh-cn 2026-10-18T17:27:01.000Z 据《每日电讯报》报道，微软已退出与Nscale的英国人工智能数据中心交易，使一个23,000颗芯片的项目陷入不确定。 https://slicast.com/ko/article/1ktjku3 Slicast ko 2026-10-18T17:27:01.000Z Microsoft가 Nscale과의 영국 AI 데이터센터 계약에서 철수했다고 텔레그래프가 보도했다. 이로 인해 23,000개 칩 규모의 프로젝트가 불확실한 상태에 놓였다. https://slicast.com/article/11yi021 Slicast en 2026-10-18T17:19:48.000Z Microsoft has withdrawn from a UK data center deal with Nscale, according to the Telegraph, as reported by Reuters. Coverage also links the withdrawal to concerns ahead of Nscale's planned IPO. https://slicast.com/zh/article/11yi021 Slicast zh-cn 2026-10-18T17:19:48.000Z 微软据《每日电讯报》报道退出了与Nscale的英国数据中心交易,路透社对此进行了转载。相关报道还将此次退出与Nscale计划中的IPO前的相关担忧联系在一起。 https://slicast.com/ko/article/11yi021 Slicast ko 2026-10-18T17:19:48.000Z Microsoft가 텔레그래프 보도에 따라 Nscale과의 영국 데이터센터 거래에서 철수했다고 로이터가 전했다. 보도에서는 Nscale의 기업공개(IPO) 계획을 앞둔 우려가 이번 철수와 관련이 있다고도 전했다. https://slicast.com/article/k90uxs Slicast en 2026-10-18T16:31:08.000Z TSMC reported a 68.7% jump in profit, though the result was overshadowed by sector-wide scrutiny of AI funding. https://slicast.com/zh/article/k90uxs Slicast zh-cn 2026-10-18T16:31:08.000Z 台积电利润同比大增68.7%，但这一业绩被整个行业对人工智能资金来源的审视所掩盖。 https://slicast.com/ko/article/k90uxs Slicast ko 2026-10-18T16:31:08.000Z TSMC는 이익이 68.7% 급증했다고 발표했으나, AI 투자에 대한 업계 전반의 시선이 쏠리면서 실적 발표의 의미가 다소 가려졌다. https://slicast.com/article/1jlfdok Slicast en 2026-10-18T16:09:33.000Z Broadcom (AVGO) is facing a bottleneck as AI chip supply tightens. https://slicast.com/zh/article/1jlfdok Slicast zh-cn 2026-10-18T16:09:33.000Z 博通（AVGO）正面临人工智能芯片供应紧张带来的瓶颈。 https://slicast.com/ko/article/1jlfdok Slicast ko 2026-10-18T16:09:33.000Z Broadcom (AVGO)은 AI 칩 공급이 빠듯해지면서 병목 현상에 직면해 있다. https://slicast.com/article/12zfwy3 Slicast en 2026-10-18T15:37:33.000Z CXMT (ChangXin Memory) posted a 600% surge in revenue in Q3. https://slicast.com/zh/article/12zfwy3 Slicast zh-cn 2026-10-18T15:37:33.000Z 长鑫存储（CXMT）第三季度营收激增600%。 https://slicast.com/ko/article/12zfwy3 Slicast ko 2026-10-18T15:37:33.000Z CXMT(ChangXin Memory)는 3분기 매출이 600% 급증했다. https://slicast.com/article/xp5fnf Slicast en 2026-10-18T15:30:00.000Z A neocloud shakeout looms, and Nvidia has a lot to lose, according to The Information. https://slicast.com/zh/article/xp5fnf Slicast zh-cn 2026-10-18T15:30:00.000Z 据The Information报道，新兴GPU云服务商可能面临洗牌，而英伟达的风险敞口很大。 https://slicast.com/ko/article/xp5fnf Slicast ko 2026-10-18T15:30:00.000Z 네오클라우드 구조조정이 임박했으며, The Information에 따르면 Nvidia가 잃을 것이 많은 상황이다. https://slicast.com/article/dtg8ls Slicast en 2026-10-18T15:19:45.000Z TSMC will build base dies for Nvidia's custom HBM chips. https://slicast.com/zh/article/dtg8ls Slicast zh-cn 2026-10-18T15:19:45.000Z 台积电将为英伟达定制HBM芯片制造基底裸片。 https://slicast.com/ko/article/dtg8ls Slicast ko 2026-10-18T15:19:45.000Z TSMC는 엔비디아의 맞춤형 HBM 칩용 베이스 다이를 생산할 예정이다. https://slicast.com/article/yrbowj Slicast en 2026-10-18T15:19:45.000Z Nvidia is expected to capture about $700 billion of a $1.6 trillion AI capex boom. https://slicast.com/zh/article/yrbowj Slicast zh-cn 2026-10-18T15:19:45.000Z 英伟达预计将占据约7000亿美元的份额，即1.6万亿美元人工智能资本开支热潮中的大部分。 https://slicast.com/ko/article/yrbowj Slicast ko 2026-10-18T15:19:45.000Z Nvidia는 1조 6천억 달러 규모의 AI 설비투자(capex) 붐 가운데 약 7천억 달러를 차지할 것으로 예상된다. https://slicast.com/article/12ztrgd Slicast en 2026-10-18T14:31:00.000Z China will limit exports of 40 key technologies, including AI and solar. https://slicast.com/zh/article/12ztrgd Slicast zh-cn 2026-10-18T14:31:00.000Z 中国将限制40项关键技术的出口，其中包括人工智能和太阳能技术。 https://slicast.com/ko/article/12ztrgd Slicast ko 2026-10-18T14:31:00.000Z 중국, AI와 태양광을 포함한 핵심 기술 40개의 수출을 제한할 방침이다. https://slicast.com/article/1l6umr2 Slicast en 2026-10-18T14:07:35.000Z China has proposed export controls on 23 AI technologies, including AI agents. https://slicast.com/zh/article/1l6umr2 Slicast zh-cn 2026-10-18T14:07:35.000Z 中国提议对包括智能体在内的23项人工智能技术实施出口管制。 https://slicast.com/ko/article/1l6umr2 Slicast ko 2026-10-18T14:07:35.000Z 중국이 AI 에이전트를 포함한 23개 AI 기술에 대한 수출 통제를 제안했다. https://slicast.com/article/1fcjihs Slicast en 2026-10-18T14:00:43.000Z An analysis argues that AI is forcing data-center operators to abandon independent infrastructure roadmaps and co-design facilities with accelerators, because idle accelerators represent stranded capi https://slicast.com/zh/article/1fcjihs Slicast zh-cn 2026-10-18T14:00:43.000Z 一篇分析文章指出，人工智能正迫使数据中心运营商放弃各自独立的基础设施路线图，转而与加速器共同设计设施；闲置加速器意味着搁浅资本、能源浪费，并拉低部分最昂贵基础设施投资的回报。 https://slicast.com/ko/article/1fcjihs Slicast ko 2026-10-18T14:00:43.000Z AI로 인해 데이터센터 운영사들은 독자적인 인프라 로드맵을 버리고 가속기와 시설을 함께 설계해야 하는 상황에 놓였다는 분석이 나왔다. 유휴 상태의 가속기는 회수되지 못하는 자본, 낭비되는 에너지, 그리고 가장 값비싼 인프라 투자 중 일부의 수익률 하락을 의미하기 때문이다. https://slicast.com/article/1kae05y Slicast en 2026-10-18T13:38:56.000Z Reports that Iran hit Amazon, Russia struck Kyiv's data centers and Ukraine struck Yandex have prompted debate over whether such attacks on data centers could trigger Article 51 of the UN Charter. https://slicast.com/zh/article/1kae05y Slicast zh-cn 2026-10-18T13:38:56.000Z 有报道称伊朗袭击了亚马逊，俄罗斯袭击了基辅的数据中心，乌克兰袭击了Yandex，引发了关于此类针对数据中心的袭击是否可能触发《联合国宪章》第51条（自卫权条款）的讨论。 https://slicast.com/ko/article/1kae05y Slicast ko 2026-10-18T13:38:56.000Z 이란의 아마존 공격, 러시아의 키이우 데이터센터 공격, 우크라이나의 얀덱스 공격 보도로 인해 이러한 데이터센터 공격이 유엔 헌장 제51조를 발동시킬 수 있는지에 대한 논쟁이 일고 있다. https://slicast.com/article/1d5a40o Slicast en 2026-10-18T13:31:18.000Z Anthropic has signed its first Canadian data-center lease, with EverWind as the counterparty. https://slicast.com/zh/article/1d5a40o Slicast zh-cn 2026-10-18T13:31:18.000Z Anthropic与EverWind签署了其在加拿大的首份数据中心租约。 https://slicast.com/ko/article/1d5a40o Slicast ko 2026-10-18T13:31:18.000Z Anthropic은 EverWind를 상대로 캐나다 첫 데이터센터 임대 계약에 서명했다. https://slicast.com/article/rvogud Slicast en 2026-10-18T13:30:00.000Z Broadcom (NASDAQ:AVGO) shares have fallen from $495 to $328, and a Seeking Alpha analysis argues the sell-off is a buying opportunity. https://slicast.com/zh/article/rvogud Slicast zh-cn 2026-10-18T13:30:00.000Z 博通（NASDAQ:AVGO）股价已从495美元跌至328美元，一篇Seeking Alpha分析文章认为此次抛售是逢低买入的机会。 https://slicast.com/ko/article/rvogud Slicast ko 2026-10-18T13:30:00.000Z Broadcom(NASDAQ:AVGO) 주가가 495달러에서 328달러로 하락한 가운데, Seeking Alpha의 한 분석은 이번 하락을 매수 기회로 보고 있다. https://slicast.com/article/ry0emh Slicast en 2026-10-18T13:30:00.000Z A poll finds public support for requiring data-center companies to pay for power-system upgrades. https://slicast.com/zh/article/ry0emh Slicast zh-cn 2026-10-18T13:30:00.000Z 一项民意调查显示，公众支持要求数据中心企业承担电力系统升级的费用。 https://slicast.com/ko/article/ry0emh Slicast ko 2026-10-18T13:30:00.000Z 여론조사에서 데이터센터 기업이 전력망 개선 비용을 부담해야 한다는 요구에 대한 대중의 지지가 나타났다. https://slicast.com/article/1gnynzx Slicast en 2026-10-18T13:22:00.000Z Microsoft has withdrawn from its UK data-centre project with Nscale, raising concerns ahead of the AI firm's planned IPO. https://slicast.com/zh/article/1gnynzx Slicast zh-cn 2026-10-18T13:22:00.000Z 微软已退出与Nscale合作的英国数据中心项目，引发市场对这家人工智能企业即将进行的首次公开募股的担忧。 https://slicast.com/ko/article/1gnynzx Slicast ko 2026-10-18T13:22:00.000Z Microsoft가 AI 기업 Nscale의 IPO 추진을 앞두고 우려가 커지는 가운데, 영국 데이터센터 프로젝트에서 철수했다. https://slicast.com/article/p3fbit Slicast en 2026-10-18T13:01:57.000Z Drones flew 1,000 km to strike St. Petersburg's oil terminal, fuel depot and a nearby data center. https://slicast.com/zh/article/p3fbit Slicast zh-cn 2026-10-18T13:01:57.000Z 无人机飞行1000公里，袭击了圣彼得堡的石油码头、燃料库以及附近的一座数据中心。 https://slicast.com/ko/article/p3fbit Slicast ko 2026-10-18T13:01:57.000Z 드론 1,000km를 비행해 상트페테르부르크의 석유 터미널, 연료 저장소 및 인근 데이터센터를 공격했다. https://slicast.com/article/1tzpmvf Slicast en 2026-10-18T12:46:01.000Z The Financial Times reports that funding strains and construction delays are testing America's $10T AI buildout. https://slicast.com/zh/article/1tzpmvf Slicast zh-cn 2026-10-18T12:46:01.000Z 《金融时报》报道称，资金紧张与建设延期正在考验美国规模达10万亿美元的人工智能基础设施建设。 https://slicast.com/ko/article/1tzpmvf Slicast ko 2026-10-18T12:46:01.000Z 미국의 1조 달러 규모 AI 인프라 구축이 자금 부담과 공사 지연으로 시험대에 올랐다고 파이낸셜 타임스가 보도했다. https://slicast.com/article/76ctg0 Slicast en 2026-10-18T12:24:00.000Z Israel wants an AI data-center boom, but its power grid may not be ready to support it. https://slicast.com/zh/article/76ctg0 Slicast zh-cn 2026-10-18T12:24:00.000Z 以色列希望推动人工智能数据中心的繁荣，但其电网可能尚无法支撑这一目标。 https://slicast.com/ko/article/76ctg0 Slicast ko 2026-10-18T12:24:00.000Z 이스라엘은 AI 데이터센터 붐을 원하지만, 전력망이 이를 감당할 준비가 되어 있지 않을 수 있다. https://slicast.com/article/1rb9i6j Slicast en 2026-10-18T11:45:00.000Z SemiAnalysis mapped more than 300 local data-center moratoriums against the US project pipeline and found that only three projects were actually delayed. https://slicast.com/zh/article/1rb9i6j Slicast zh-cn 2026-10-18T11:45:00.000Z SemiAnalysis将300多项地方数据中心禁令与美国项目管线进行比对，发现实际仅有三个项目受到延误。 https://slicast.com/ko/article/1rb9i6j Slicast ko 2026-10-18T11:45:00.000Z SemiAnalysis는 미국 프로젝트 파이프라인과 대조해 300건이 넘는 지역 데이터센터 건설 유예 조치를 분석했으며, 실제로 지연된 프로젝트는 단 3건에 그친 것으로 나타났다. https://slicast.com/article/1ur5fqs Slicast en 2026-10-18T11:31:45.000Z AI data-center delays have put Equinix and Digital Realty shares in focus. https://slicast.com/zh/article/1ur5fqs Slicast zh-cn 2026-10-18T11:31:45.000Z 人工智能数据中心的延期使Equinix与Digital Realty的股价受到关注。 https://slicast.com/ko/article/1ur5fqs Slicast ko 2026-10-18T11:31:45.000Z AI 데이터센터 지연으로 Equinix와 Digital Realty 주가가 주목받고 있다. https://slicast.com/article/1ksk4i5 Slicast en 2026-10-18T11:25:00.000Z Anthropic's proposed AI safety bill would apply only if 50 deaths or $1 billion in damages are at stake, and would require evaluators to report imminent risks to the Department of Commerce within 72 h https://slicast.com/zh/article/1ksk4i5 Slicast zh-cn 2026-10-18T11:25:00.000Z Anthropic提出的人工智能安全法案草案，只有在可能造成50人死亡或10亿美元损失时才会生效，并要求评估人员在72小时内向美国商务部报告迫在眉睫的风险。 https://slicast.com/ko/article/1ksk4i5 Slicast ko 2026-10-18T11:25:00.000Z Anthropic이 제안한 AI 안전 법안은 사망자 50명 또는 损害액 10억 달러 규모의 피해가 우려되는 경우에만 적용되며, 평가자는 임박한 위험을 72시간 이내에 상무부에 보고하도록 요구합니다. https://slicast.com/article/9irdct Slicast en 2026-10-18T10:51:00.000Z DigiCo (ASX:DGT) shares are rebounding following its SYD1 deal. https://slicast.com/zh/article/9irdct Slicast zh-cn 2026-10-18T10:51:00.000Z DigiCo（ASX:DGT）在其SYD1交易后股价出现反弹。 https://slicast.com/ko/article/9irdct Slicast ko 2026-10-18T10:51:00.000Z DigiCo(ASX:DGT) 주가가 SYD1 계약 발표 이후 반등하고 있다. https://slicast.com/article/13kn1ln Slicast en 2026-10-18T10:31:00.000Z Officials in a New Jersey town that fought a potential AI data center are now backtracking. https://slicast.com/zh/article/13kn1ln Slicast zh-cn 2026-10-18T10:31:00.000Z 新泽西州一个曾反对建设潜在人工智能数据中心的城镇，官员现已改变立场。 https://slicast.com/ko/article/13kn1ln Slicast ko 2026-10-18T10:31:00.000Z 뉴저지주의 한 타운 공무원들이 AI 데이터센터 유치에 맞서 싸웠던 입장을 이제 번복하고 있다. https://slicast.com/article/hbd413 Slicast en 2026-10-18T10:21:47.000Z China is moving to tighten controls on AI exports, citing national security risks. https://slicast.com/zh/article/hbd413 Slicast zh-cn 2026-10-18T10:21:47.000Z 中国拟以国家安全风险为由收紧人工智能出口管制。 https://slicast.com/ko/article/hbd413 Slicast ko 2026-10-18T10:21:47.000Z 중국은 국가안보 위험을 이유로 AI 수출 통제를 강화할 방침이다. https://slicast.com/article/ejhsan Slicast en 2026-10-18T10:02:48.000Z A township vote in Michigan has paved the way for the state's second hyperscale data center. https://slicast.com/zh/article/ejhsan Slicast zh-cn 2026-10-18T10:02:48.000Z 密歇根州一个镇的投票为该州第二座超大规模数据中心扫清了道路。 https://slicast.com/ko/article/ejhsan Slicast ko 2026-10-18T10:02:48.000Z 미시간주의 한 타운십 투표로 주내 두 번째 하이퍼스케일 데이터센터 건설의 길이 열렸다. https://slicast.com/article/nqnbx8 Slicast en 2026-10-18T09:47:36.000Z China has proposed export restrictions on AI technologies, as reported by ForkLog. https://slicast.com/zh/article/nqnbx8 Slicast zh-cn 2026-10-18T09:47:36.000Z 中国拟对人工智能技术实施出口限制（据ForkLog报道）。 https://slicast.com/ko/article/nqnbx8 Slicast ko 2026-10-18T09:47:36.000Z 중국이 AI 기술에 대한 수출 제한안을 제안했다고 ForkLog가 보도했다. https://slicast.com/article/vsuypb Slicast en 2026-10-18T09:10:25.000Z SK Hynix has charted a post-HBM roadmap while a Seoul selloff tests the bull case for the stock, per ad-hoc-news.de. https://slicast.com/zh/article/vsuypb Slicast zh-cn 2026-10-18T09:10:25.000Z SK海力士公布了后HBM时代的产品路线图，同时首尔股市抛售对其看多逻辑构成考验。 https://slicast.com/ko/article/vsuypb Slicast ko 2026-10-18T09:10:25.000Z SK하이닉스가 HBM 이후의 로드맵을 제시한 가운데, 서울 증시의 매도세가 해당 종목의 강세 전망을 시험하고 있다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/vvkn2z Slicast en 2026-10-18T09:04:00.000Z Louisiana residents are being trained for jobs at Meta's largest-ever AI data center, with locals asking why they should not get in now. https://slicast.com/zh/article/vvkn2z Slicast zh-cn 2026-10-18T09:04:00.000Z 路易斯安那州居民正在接受培训，为进入Meta有史以来规模最大的人工智能数据中心工作做准备。 https://slicast.com/ko/article/vvkn2z Slicast ko 2026-10-18T09:04:00.000Z 루이지애나 주민들이 메타의 역대 최대 규모 AI 데이터센터 일자리를 위한 교육을 받고 있으며, 지역 주민들은 왜 자신들이 지금 참여할 수 없는지 묻고 있다. https://slicast.com/article/695mmi Slicast en 2026-10-18T09:00:00.000Z A PJM emergency grid alert has increased calls for more energy generation in Delaware. https://slicast.com/zh/article/695mmi Slicast zh-cn 2026-10-18T09:00:00.000Z PJM发布紧急电网警报，推动特拉华州加大发电能力建设的呼声。 https://slicast.com/ko/article/695mmi Slicast ko 2026-10-18T09:00:00.000Z PJM 비상 전력망 경보로 델라웨어주에서 전력 생산 확대에 대한 요구가 높아지고 있다. https://slicast.com/article/1iq7xrv Slicast en 2026-10-18T08:55:52.000Z CXMT expects third-quarter revenue to surge nearly 600%, according to Seoul Economic Daily. https://slicast.com/zh/article/1iq7xrv Slicast zh-cn 2026-10-18T08:55:52.000Z 长鑫存储(CXMT)预计第三季度营收将激增近600%。 https://slicast.com/ko/article/1iq7xrv Slicast ko 2026-10-18T08:55:52.000Z CXMT가 3분기 매출이 거의 600% 급증할 것으로 예상된다고 서울경제신문이 보도했다. https://slicast.com/article/qngtv6 Slicast en 2026-10-18T08:53:00.000Z TSMC's profit jumped 69% to a record high on robust AI demand. https://slicast.com/zh/article/qngtv6 Slicast zh-cn 2026-10-18T08:53:00.000Z 台积电利润同比增长69%，创历史新高，主要得益于强劲的人工智能需求。 https://slicast.com/ko/article/qngtv6 Slicast ko 2026-10-18T08:53:00.000Z TSMC, AI 수요 호조에 힘입어 순이익 69% 급증, 사상 최고치 기록 https://slicast.com/article/4ubhbo Slicast en 2026-10-18T08:40:39.000Z Micron's $35 billion buyback and a sold-out 2027 order book failed to calm a jittery market, per ad-hoc-news.de. https://slicast.com/zh/article/4ubhbo Slicast zh-cn 2026-10-18T08:40:39.000Z 美光350亿美元股票回购计划及2027年订单已售罄的消息，未能平复紧张的市场情绪。 https://slicast.com/ko/article/4ubhbo Slicast ko 2026-10-18T08:40:39.000Z Micron의 350억 달러 규모 자사주 매입과 2027년 주문 물량 완판 소식에도 불구하고, 시장의 불안감은 가라앉지 않았다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/1ys6ks1 Slicast en 2026-10-18T08:18:23.000Z Morgan Stanley sees significant upside in WULF, CIFR and MARA as bitcoin miners pivot to AI data centers. https://slicast.com/zh/article/1ys6ks1 Slicast zh-cn 2026-10-18T08:18:23.000Z 摩根士丹利看好WULF、CIFR和MARA的上行空间，因比特币矿企正转向人工智能数据中心业务。 https://slicast.com/ko/article/1ys6ks1 Slicast ko 2026-10-18T08:18:23.000Z Morgan Stanley, 비트코인 채굴 기업들이 AI 데이터센터 사업으로 전환하면서 WULF, CIFR, MARA에 상당한 상승 여력이 있다고 평가했다. https://slicast.com/article/utvwy Slicast en 2026-10-18T07:55:20.000Z Renqiu in Hebei is among China's first national demonstration sites for combined lithium and sodium energy storage, and the report argues that large-format cell choice, including 790Ah, is set by stat https://slicast.com/zh/article/utvwy Slicast zh-cn 2026-10-18T07:55:20.000Z 河北任丘成为全国首批锂钠储能示范项目之一，文章认为大容量电芯（如790Ah）的选型取决于电站收益模型。 https://slicast.com/ko/article/utvwy Slicast ko 2026-10-18T07:55:20.000Z 허베이성 런추(Renqiu)는 중국 최초의 리튬·나트륨 복합 에너지저장 국가 시범단지 중 하나이며, 보고서는 790Ah를 포함한 대형 셀 선택이 발전소 수익 모델에 의해 결정된다고 분석했다. https://slicast.com/article/d68yme Slicast en 2026-10-18T07:32:48.000Z Taiwan plans to make smuggling AI chips to China a criminal offense and to set up a $4B supply hub in the US. https://slicast.com/zh/article/d68yme Slicast zh-cn 2026-10-18T07:32:48.000Z 台湾拟将向中国走私人工智能芯片定为刑事犯罪，并计划在美国设立一个40亿美元的供应枢纽。 https://slicast.com/ko/article/d68yme Slicast ko 2026-10-18T07:32:48.000Z 대만, AI 칩 중국 밀수를 형사 범죄로 규정하고 미국에 40억 달러 규모 공급 허브 구축 계획 https://slicast.com/article/a7jaz4 Slicast en 2026-10-18T07:02:22.000Z Broadcom shares fell 4.7% as commentary flagged a financing wall for its AI business, per ad-hoc-news.de. https://slicast.com/zh/article/a7jaz4 Slicast zh-cn 2026-10-18T07:02:22.000Z 博通股价下跌4.7%，有评论指其人工智能业务面临融资瓶颈。 https://slicast.com/ko/article/a7jaz4 Slicast ko 2026-10-18T07:02:22.000Z Broadcom 주가는 AI 사업의 자금 조달 장벽을 언급한 발언이 나온 뒤 4.7% 하락했다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/1jv879s Slicast en 2026-10-18T06:40:38.000Z CXMT projects record 24 trillion won in revenue even as its growth slows, according to Chosun Ilbo. https://slicast.com/zh/article/1jv879s Slicast zh-cn 2026-10-18T06:40:38.000Z 长鑫存储(CXMT)预计营收将达24万亿韩元，创历史新高，但增速放缓（据《朝鲜日报》）。 https://slicast.com/ko/article/1jv879s Slicast ko 2026-10-18T06:40:38.000Z CXMT는 성장세가 둔화되는 가운데에도 매출 24조 원을 기록할 것으로 전망된다고 조선일보가 보도했다. https://slicast.com/article/1jj59tf Slicast en 2026-10-18T06:21:52.000Z CXMT (688825.SH) reportedly posted net profit above RMB 100 billion in a single year, according to a Moomoo post. https://slicast.com/zh/article/1jj59tf Slicast zh-cn 2026-10-18T06:21:52.000Z 长鑫存储(CXMT，688825.SH)据称单年净利润超过1000亿元人民币（据Moomoo帖文）。 https://slicast.com/ko/article/1jj59tf Slicast ko 2026-10-18T06:21:52.000Z CXMT(688825.SH)가 Moomoo 게시물에 따르면 단일 연도에 1,000억 위안 이상의 순이익을 기록한 것으로 알려졌다. https://slicast.com/article/1djr0m5 Slicast en 2026-10-18T06:01:00.000Z A massive drone attack on St. Petersburg damaged the VK data center and a substation, and fuel depots caught fire. https://slicast.com/zh/article/1djr0m5 Slicast zh-cn 2026-10-18T06:01:00.000Z 圣彼得堡遭大规模无人机袭击，VK数据中心和一座变电站受损，燃料库也发生火灾。 https://slicast.com/ko/article/1djr0m5 Slicast ko 2026-10-18T06:01:00.000Z 대규모 드론 공격으로 상트페테르부르크의 VK 데이터센터와 변전소가 피해를 입었으며, 연료 저장소에서도 화재가 발생했다. https://slicast.com/article/lzwqk4 Slicast en 2026-10-18T05:57:31.000Z Microsoft is exiting its UK data-center deal with Nscale. https://slicast.com/zh/article/lzwqk4 Slicast zh-cn 2026-10-18T05:57:31.000Z 微软正退出与Nscale的英国数据中心合作项目。 https://slicast.com/ko/article/lzwqk4 Slicast ko 2026-10-18T05:57:31.000Z Microsoft가 Nscale과의 영국 데이터센터 계약에서 철수한다. https://slicast.com/article/5kjz3v Slicast en 2026-10-18T05:52:03.000Z Musk criticised Samsung and SK memory-chip pricing, and an expert says the criticism runs counter to market logic. https://slicast.com/zh/article/5kjz3v Slicast zh-cn 2026-10-18T05:52:03.000Z 马斯克批评三星与SK的存储芯片定价，一位专家认为这一批评有悖市场逻辑。 https://slicast.com/ko/article/5kjz3v Slicast ko 2026-10-18T05:52:03.000Z 머스크가 삼성과 SK의 메모리 반도체 가격 책정을 비판했으나, 한 전문가는 이러한 비판이 시장 논리에 어긋난다고 말했다. https://slicast.com/article/1bmawv7 Slicast en 2026-10-18T05:50:10.000Z Marvell raised its two-year revenue outlook to $30 billion on AI demand. https://slicast.com/zh/article/1bmawv7 Slicast zh-cn 2026-10-18T05:50:10.000Z 美满电子(Marvell)受人工智能需求推动，将两年期营收展望上调至300亿美元。 https://slicast.com/ko/article/1bmawv7 Slicast ko 2026-10-18T05:50:10.000Z Marvell, AI 수요에 힘입어 2년 매출 전망치를 300억 달러로 상향 조정했다. https://slicast.com/article/1ycgula Slicast en 2026-10-18T00:40:07.000Z Meta shares fell after its earnings report, with EPS missing by 14%, free cash flow at $784 million and capex raised again. https://slicast.com/zh/article/1ycgula Slicast zh-cn 2026-10-18T00:40:07.000Z Meta财报发布后股价下跌：每股收益低于预期14%，自由现金流为7.84亿美元，资本开支再度上调。 https://slicast.com/ko/article/1ycgula Slicast ko 2026-10-18T00:40:07.000Z Meta 주가는 실적 발표 이후 하락했다. 주당순이익(EPS)은 14% 미달했고, 잉여현금흐름은 7억 8,400만 달러였으며, 설비투자(capex)는 다시 상향 조정됐다. https://slicast.com/article/tp2rga Slicast en 2026-10-17T22:51:30.000Z Venture capital investment reached $170.9 billion in the third quarter, driven by AI megadeals. https://slicast.com/zh/article/tp2rga Slicast zh-cn 2026-10-17T22:51:30.000Z 第三季度风险投资额达1709亿美元，主要由人工智能大额交易推动。 https://slicast.com/ko/article/tp2rga Slicast ko 2026-10-17T22:51:30.000Z 벤처캐피털 투자는 AI 대형 거래에 힘입어 3분기에 1,709억 달러에 달했다. https://slicast.com/article/ozsp1i Slicast en 2026-10-17T21:00:13.000Z RTX Spark Ignites Global Celebration as New Windows PCs Arrive https://slicast.com/zh/article/ozsp1i Slicast zh-cn 2026-10-17T21:00:13.000Z RTX Spark 点燃全球庆典,新款 Windows PC 上市 https://slicast.com/article/a44m9b Slicast en 2026-10-17T20:22:53.000Z Micron is developing an edge-inference memory product aimed at fixing HBM's power-efficiency weakness, with a mass-production target of 2028 for AI-powered robots. https://slicast.com/zh/article/a44m9b Slicast zh-cn 2026-10-17T20:22:53.000Z 美光正在开发一款面向边缘推理的内存产品，旨在解决高带宽内存的能效短板，目标于2028年量产，用于人工智能驱动的机器人。 https://slicast.com/ko/article/a44m9b Slicast ko 2026-10-17T20:22:53.000Z Micron은 HBM의 전력 효율 약점을 개선하기 위해 엣지 추론용 메모리 제품을 개발 중이며, AI 기반 로봇을 대상으로 2028년 양산을 목표로 하고 있다. https://slicast.com/article/f3clo3 Slicast en 2026-10-17T19:26:55.000Z IREN has added a 900MW Redbank proposal to its Australian development pipeline, but the headline flags a key caveat attached to it. https://slicast.com/zh/article/f3clo3 Slicast zh-cn 2026-10-17T19:26:55.000Z IREN已将900兆瓦的Redbank项目提案加入其澳大利亚开发管线，但该消息附带一项关键保留条件。 https://slicast.com/ko/article/f3clo3 Slicast ko 2026-10-17T19:26:55.000Z IREN은 호주 개발 파이프라인에 900MW 규모의 Redbank 프로젝트 제안을 추가했으나, 헤드라인은 이에 수반된 핵심 유의 사항을 짚고 있다. https://slicast.com/article/18h8ynd Slicast en 2026-10-17T19:25:14.000Z TSMC reported $35.9 billion in revenue, and the analysis asks why demand for its chips is still outpacing supply. https://slicast.com/zh/article/18h8ynd Slicast zh-cn 2026-10-17T19:25:14.000Z 台积电报告营收359亿美元，分析文章追问为何其芯片需求仍超过供给。 https://slicast.com/ko/article/18h8ynd Slicast ko 2026-10-17T19:25:14.000Z TSMC는 359억 달러의 매출을 보고했으며, 해당 분석은 왜 이 회사 칩에 대한 수요가 여전히 공급을 앞지르고 있는지 묻고 있다. https://slicast.com/article/fgoy22 Slicast en 2026-10-17T19:12:14.000Z CXMT shares surged 531% on their debut, and investors are now weighing the listing against Micron, SanDisk and SK Hynix. https://slicast.com/zh/article/fgoy22 Slicast zh-cn 2026-10-17T19:12:14.000Z 长鑫存储（CXMT）上市首日股价暴涨531%，投资者正将其与美光、闪迪及SK海力士进行比较。 https://slicast.com/ko/article/fgoy22 Slicast ko 2026-10-17T19:12:14.000Z CXMT 주식이 상장 첫날 531% 급등했으며, 투자자들은 이번 상장을 Micron, SanDisk, SK Hynix와 비교해 평가하고 있다. https://slicast.com/article/4dywo3 Slicast en 2026-10-17T19:09:01.000Z Cisco raised its AI orders figure to $9 billion, and its stock is now pressing against a $124.62 trendline breakout. https://slicast.com/zh/article/4dywo3 Slicast zh-cn 2026-10-17T19:09:01.000Z 思科将其人工智能订单规模上调至90亿美元，股价目前正冲击124.62美元的趋势线突破位。 https://slicast.com/ko/article/4dywo3 Slicast ko 2026-10-17T19:09:01.000Z Cisco가 AI 주문 규모를 90억 달러로 상향 조정했으며, 주가는 124.62달러 추세선 돌파를 시도하고 있다. https://slicast.com/article/ddsp8z Slicast en 2026-10-17T18:51:37.000Z Cisco reported record fiscal 2026 third-quarter revenue of $15.8 billion and $2.1 billion in AI orders. https://slicast.com/zh/article/ddsp8z Slicast zh-cn 2026-10-17T18:51:37.000Z 思科2026财年第三季度营收创纪录，达158亿美元，人工智能订单为21亿美元。 https://slicast.com/ko/article/ddsp8z Slicast ko 2026-10-17T18:51:37.000Z Cisco, 2026 회계연도 3분기 매출 158억 달러와 AI 주문 21억 달러를 기록하며 사상 최대 실적을 발표했다. https://slicast.com/article/nimrrt Slicast en 2026-10-17T18:50:03.000Z An Nvidia-backed AI company lost its $30 billion IPO before trading even started. https://slicast.com/zh/article/nimrrt Slicast zh-cn 2026-10-17T18:50:03.000Z 一家获英伟达支持的人工智能公司，在股票开始交易前便失去了其300亿美元的首次公开募股。 https://slicast.com/ko/article/nimrrt Slicast ko 2026-10-17T18:50:03.000Z Nvidia의 지원을 받은 한 AI 기업이 거래 개시 전에 300억 달러 규모의 IPO를 잃었다. https://slicast.com/article/4wcnuv Slicast en 2026-10-17T18:07:36.000Z CXMT posted nearly $20 billion in profit, positioning it as a challenger to Micron in the AI chip market. https://slicast.com/zh/article/4wcnuv Slicast zh-cn 2026-10-17T18:07:36.000Z 长鑫存储（CXMT）录得近200亿美元利润，被视为在人工智能芯片市场挑战美光的力量。 https://slicast.com/ko/article/4wcnuv Slicast ko 2026-10-17T18:07:36.000Z CXMT, 연간 이익 약 200억 달러 기록… AI 칩 시장에서 Micron의 도전자로 부상 https://slicast.com/article/1rmyhh9 Slicast en 2026-10-17T18:05:52.000Z Microsoft's planned spending on AI infrastructure in 2026 is cited at $190 billion. https://slicast.com/zh/article/1rmyhh9 Slicast zh-cn 2026-10-17T18:05:52.000Z 微软2026年人工智能基础设施支出据称达1900亿美元。 https://slicast.com/ko/article/1rmyhh9 Slicast ko 2026-10-17T18:05:52.000Z Microsoft의 2026년 AI 인프라 투자 계획은 1,900억 달러인 것으로 알려졌다. https://slicast.com/article/gu9g2e Slicast en 2026-10-17T17:45:00.000Z Citi says Chinese AI companies will sustain their plans to list in Hong Kong. https://slicast.com/zh/article/gu9g2e Slicast zh-cn 2026-10-17T17:45:00.000Z 花旗表示，中国人工智能公司将继续推进其在香港上市的计划。 https://slicast.com/ko/article/gu9g2e Slicast ko 2026-10-17T17:45:00.000Z Citi는 중국 AI 기업들이 홍콩 상장 계획을 지속할 것이라고 밝혔다. https://slicast.com/article/1eygoaq Slicast en 2026-10-17T17:42:02.000Z Intel shares fell nearly 6% as TSMC moved to target Intel's packaging business. https://slicast.com/zh/article/1eygoaq Slicast zh-cn 2026-10-17T17:42:02.000Z 台积电将矛头指向英特尔的封装业务，英特尔股价下跌近6%。 https://slicast.com/ko/article/1eygoaq Slicast ko 2026-10-17T17:42:02.000Z Intel 주가는 TSMC가 인텔의 패키징 사업을 겨냥하는 움직임을 보이면서 거의 6% 하락했다.