https://slicast.com/article/vi5pet Slicast en 2026-11-02T20:23:00.000Z An NT (Northern Territory, Australia) data centre has pulled back its timeline after a regulator stalled the project, with more time needed to set environmental parameters. https://slicast.com/zh/article/vi5pet Slicast zh-cn 2026-11-02T20:23:00.000Z 澳大利亚北领地（NT）的一个数据中心项目因监管机构拖延，已调整并推迟了时间表，需要更多时间确定环境参数。 https://slicast.com/brief/2026-11-03 Slicast en 2026-11-02T20:08:34.809Z Latest AI Infrastructure News: November 3, 2026 https://slicast.com/zh/brief/2026-11-03 Slicast zh-cn 2026-11-02T20:08:34.809Z AI 基础设施新闻早报 · 2026年11月3日 https://slicast.com/ko/brief/2026-11-03 Slicast ko 2026-11-02T20:08:34.809Z 최신 AI 인프라 뉴스 · 2026년 11월 3일 https://slicast.com/article/jzl6pr Slicast en 2026-11-02T19:59:27.000Z UC San Diego has launched an AI-driven chip design research initiative supported by Qualcomm Technologies. https://slicast.com/zh/article/jzl6pr Slicast zh-cn 2026-11-02T19:59:27.000Z 加州大学圣地亚哥分校在高通支持下，启动了一项由人工智能驱动的芯片设计研究计划。 https://slicast.com/article/elj0zb Slicast en 2026-11-02T19:28:47.000Z Elon Musk's SpaceX lost a court fight over alleged pollution from its AI data center. https://slicast.com/zh/article/elj0zb Slicast zh-cn 2026-11-02T19:28:47.000Z 埃隆·马斯克旗下的SpaceX在一场有关其人工智能数据中心涉嫌污染的诉讼中败诉。 https://slicast.com/article/5uhzn6 Slicast en 2026-11-02T19:16:20.000Z Constellation has secured a $5B conditional loan from the DOE to scale up its nuclear fleet across three states through power uprates. https://slicast.com/zh/article/5uhzn6 Slicast zh-cn 2026-11-02T19:16:20.000Z Constellation获得美国能源部（DOE）提供的50亿美元有条件贷款，将通过功率提升改造扩大其在三个州的核电机组规模。 https://slicast.com/ko/article/5uhzn6 Slicast ko 2026-11-02T19:16:20.000Z Constellation은 출력 증강(power uprate)을 통해 3개 주에 걸친 원자력 발전 설비를 확대하기 위해 DOE로부터 50억 달러 규모의 조건부 대출을 확보했다. https://slicast.com/article/14x2l7p Slicast en 2026-11-02T19:15:31.000Z OpenAI is considering rebranding data centers as 'AI compute campuses' as public backlash intensifies, and expects AI to become a major issue in the 2028 presidential election, so it is preparing a po https://slicast.com/zh/article/14x2l7p Slicast zh-cn 2026-11-02T19:15:31.000Z OpenAI正考虑将数据中心更名为「人工智能计算园区」，以应对日益高涨的公众反对情绪；它预计人工智能将成为2028年总统大选的重要议题，并计划在美国中期选举后推动政策与公关攻势。 https://slicast.com/article/oix61 Slicast en 2026-11-02T19:09:02.000Z Sandia has been selected for $3.38M in DOE funding to develop advanced nuclear fuel analysis tools. https://slicast.com/zh/article/oix61 Slicast zh-cn 2026-11-02T19:09:02.000Z 桑迪亚国家实验室（Sandia）获得美国能源部（DOE）338万美元资助，用于开发先进核燃料分析工具。 https://slicast.com/article/1cjabq9 Slicast en 2026-11-02T19:05:55.000Z xAI's Memphis AI data centers face EPA action and a Clean Air Act lawsuit over dozens of methane turbines. https://slicast.com/zh/article/1cjabq9 Slicast zh-cn 2026-11-02T19:05:55.000Z xAI位于孟菲斯的人工智能数据中心面临美国环保署（EPA）的执法行动，并遭到依据Clean Air Act提起的诉讼，涉及数十台甲烷燃气轮机。 https://slicast.com/article/1ppfpoq Slicast en 2026-11-02T19:00:00.000Z President Trump left open the possibility of dropping Nvidia's CEO as a technology adviser after a China spy report, calling the matter 'a very complex issue'. https://slicast.com/zh/article/1ppfpoq Slicast zh-cn 2026-11-02T19:00:00.000Z 特朗普表示，在一份涉华间谍报告出台后，他不排除解除英伟达首席执行官的科技顾问职务，并称此事是「非常复杂的问题」。 https://slicast.com/article/1p1f4h7 Slicast en 2026-11-02T18:48:21.000Z ADNOC signed a landmark partnership agreement with OpenAI and G42, becoming the first energy company to deploy OpenAI Frontier technology. https://slicast.com/zh/article/1p1f4h7 Slicast zh-cn 2026-11-02T18:48:21.000Z 阿布扎比国家石油公司（ADNOC）与OpenAI及G42签署具有里程碑意义的合作协议，成为首家部署OpenAI Frontier技术的能源公司。 https://slicast.com/article/vvwwpz Slicast en 2026-11-02T18:41:14.000Z Marvell is acquiring Lumentum for $115B in a record-breaking AI technology deal. https://slicast.com/zh/article/vvwwpz Slicast zh-cn 2026-11-02T18:41:14.000Z 美满电子将以1150亿美元收购Lumentum，这是一项创纪录的人工智能科技交易。 https://slicast.com/ko/article/vvwwpz Slicast ko 2026-11-02T18:41:14.000Z Marvell, 역대 최대 규모의 AI 기술 거래로 Lumentum을 1,150억 달러에 인수한다. https://slicast.com/article/m4arjb Slicast en 2026-11-02T18:34:24.000Z Cipher Digital shares fell 5% after it missed third-quarter revenue expectations, even as its first high-performance computing lease revenue began to arrive. https://slicast.com/zh/article/m4arjb Slicast zh-cn 2026-11-02T18:34:24.000Z Cipher Digital第三季度营收未达预期，股价下跌5%，但其首笔高性能计算租赁收入已开始入账。 https://slicast.com/article/bxswrp Slicast en 2026-11-02T18:20:34.000Z NVIDIA's technical blog explains how to make Kubernetes AI-ready for NVIDIA Vera Rubin from day one. https://slicast.com/zh/article/bxswrp Slicast zh-cn 2026-11-02T18:20:34.000Z 英伟达技术博客介绍了如何让Kubernetes在Vera Rubin平台上线首日即具备人工智能就绪能力。 https://slicast.com/article/fu8rh8 Slicast en 2026-11-02T18:20:19.000Z NetApp has completed its acquisition of PEAK:AIO, strengthening NetApp Novus high-performance storage with differentiated metadata technology and a parallel file architecture built for AI. https://slicast.com/zh/article/fu8rh8 Slicast zh-cn 2026-11-02T18:20:19.000Z NetApp已完成对PEAK:AIO的收购，为其NetApp Novus高性能存储产品增添了差异化元数据技术，以及专为人工智能打造的并行文件架构。 https://slicast.com/article/1m4yg31 Slicast en 2026-11-02T18:07:21.000Z Tachyum, developer of the long-delayed Prodigy universal processor, has voluntarily filed for bankruptcy, and a court in Bratislava has opened bankruptcy proceedings. https://slicast.com/zh/article/1m4yg31 Slicast zh-cn 2026-11-02T18:07:21.000Z 长期延期的通用处理器Prodigy开发商Tachyum已自愿申请破产，布拉迪斯拉发法院已启动破产程序。 https://slicast.com/article/vrz3nq Slicast en 2026-11-02T18:04:24.000Z Penguin Solutions has introduced high-bandwidth SMART Modular MRDIMMs that boost data throughput for demanding AI workloads, with optional Zefr testing for enhanced reliability. https://slicast.com/zh/article/vrz3nq Slicast zh-cn 2026-11-02T18:04:24.000Z Penguin Solutions推出高带宽SMART Modular MRDIMM内存模组，可提升高负载人工智能工作负载的数据吞吐量，并提供可选的Zefr测试以增强可靠性。 https://slicast.com/article/1pkkso5 Slicast en 2026-11-02T18:02:57.000Z Qualcomm is positioning its HBC and AI250 offerings to target the AI inference datacenter market. https://slicast.com/zh/article/1pkkso5 Slicast zh-cn 2026-11-02T18:02:57.000Z 高通正以HBC和AI250产品瞄准AI推理数据中心市场。 https://slicast.com/article/1b6vfx4 Slicast en 2026-11-02T18:01:30.000Z OpenAI is pitching data center power plants as a way to protect nearby areas. https://slicast.com/zh/article/1b6vfx4 Slicast zh-cn 2026-11-02T18:01:30.000Z OpenAI提议以数据中心自备发电厂的方式保护周边地区。 https://slicast.com/article/x1mjrs Slicast en 2026-11-02T18:01:24.000Z The New York Times reports on Anthropic's search for additional AI computing power. https://slicast.com/zh/article/x1mjrs Slicast zh-cn 2026-11-02T18:01:24.000Z 《纽约时报》报道了Anthropic为获取更多AI算力所做的努力。 https://slicast.com/article/6nsn1e Slicast en 2026-11-02T18:00:43.000Z Altman of OpenAI has signed energy and government deals in the UAE as part of a Gulf funding push. https://slicast.com/zh/article/6nsn1e Slicast zh-cn 2026-11-02T18:00:43.000Z OpenAI的奥特曼在阿联酋签署能源与政府合作协议，此举是海湾地区融资推动的一部分。 https://slicast.com/article/zdm9k6 Slicast en 2026-11-02T18:00:32.000Z Putin has told non-state Russian data centers to set aside 10% of their total capacity for the state's own IT infrastructure, following Ukrainian drone attacks. https://slicast.com/zh/article/zdm9k6 Slicast zh-cn 2026-11-02T18:00:32.000Z 普京要求非国有俄罗斯数据中心预留其总容量的10%供国家IT基础设施使用，此举是在乌克兰无人机袭击之后做出的。 https://slicast.com/article/1dvdoqx Slicast en 2026-11-02T17:39:48.000Z Applied Digital shares fell to a one-year low as its CEO says the company is not a neocloud, while its 800 MW of capacity still needs financing. https://slicast.com/zh/article/1dvdoqx Slicast zh-cn 2026-11-02T17:39:48.000Z Applied Digital股价跌至一年多来的低点，其CEO表示公司并非新型GPU云服务商，但其800兆瓦的产能仍需融资。 https://slicast.com/article/c3p11t Slicast en 2026-11-02T17:27:16.000Z A US$3 billion AI campus in Patagonia has been reported with power capacity at 2.7x that of Buenos Aires. https://slicast.com/zh/article/c3p11t Slicast zh-cn 2026-11-02T17:27:16.000Z 据报道，巴塔哥尼亚一座30亿美元的AI园区，其电力容量是布宜诺斯艾利斯的2.7倍。 https://slicast.com/article/16oy6ux Slicast en 2026-11-02T17:18:00.000Z Envision claims to be running the world's first 800VDC data center in Ulanqab, China, and separately reported an 800V DC power system deployment at an AI data center. https://slicast.com/zh/article/16oy6ux Slicast zh-cn 2026-11-02T17:18:00.000Z Envision声称其在中国乌兰察布运营全球首个800V直流数据中心，另有报道称其在一座AI数据中心部署了800V直流供电系统。 https://slicast.com/article/of22nk Slicast en 2026-11-02T17:14:48.000Z A Megaspeed executive with close ties to Nvidia CEO Jensen Huang has been suspected of spying for China, and Nvidia and the Chinese Embassy reject claims of targeted spying. https://slicast.com/zh/article/of22nk Slicast zh-cn 2026-11-02T17:14:48.000Z Megaspeed一名与英伟达首席执行官黄仁勋关系密切的高管被怀疑为中国从事间谍活动，英伟达与中国大使馆均否认有针对性的间谍活动指控。 https://slicast.com/article/1d0m4nm Slicast en 2026-11-02T17:11:00.000Z SpaceXAI is launching two additional data center campuses in Mississippi, dubbed Gun Range and Spam, to further expand Colossus 2, with both to be operational by year-end according to Musk. https://slicast.com/zh/article/1d0m4nm Slicast zh-cn 2026-11-02T17:11:00.000Z SpaceXAI正在密西西比州新建两座数据中心园区，代号Gun Range和Spam，以进一步扩大Colossus 2；据马斯克称，两地将于年底前投入运营。 https://slicast.com/ko/article/1d0m4nm Slicast ko 2026-11-02T17:11:00.000Z SpaceXAI는 Colossus 2를 추가로 확장하기 위해 미시시피주에 두 개의 데이터센터 캠퍼스를 더 건설하고 있으며, 각각 "Gun Range"와 "Spam"으로 불린다고 밝혔다. 머스크에 따르면 두 캠퍼스 모두 연말까지 가동될 예정이다. https://slicast.com/article/knoahr Slicast en 2026-11-02T17:05:30.000Z Cipher reports 3.4 GW of potential grid capacity within its 5.9-GW pipeline. https://slicast.com/zh/article/knoahr Slicast zh-cn 2026-11-02T17:05:30.000Z Cipher报告其5.9吉瓦的项目管线中，有3.4吉瓦的潜在电网容量。 https://slicast.com/article/31i4wp Slicast en 2026-11-02T17:00:45.000Z Microsoft bought 616 acres in Dallas County, Iowa for US$95.5 million, more than double what the previous buyer paid. https://slicast.com/zh/article/31i4wp Slicast zh-cn 2026-11-02T17:00:45.000Z 微软以9550万美元购入爱荷华州达拉斯县616英亩土地，价格是前买家所付金额的两倍多。 https://slicast.com/article/1dpwq7u Slicast en 2026-11-02T16:57:36.000Z Oracle plans to raise US$20 billion to fund its AI infrastructure expansion. https://slicast.com/zh/article/1dpwq7u Slicast zh-cn 2026-11-02T16:57:36.000Z 甲骨文计划筹资200亿美元，用于扩大其人工智能基础设施建设。 https://slicast.com/ko/article/1dpwq7u Slicast ko 2026-11-02T16:57:36.000Z Oracle, AI 인프라 확장 자금 조달을 위해 200억 달러를 모금할 계획이다. https://slicast.com/article/1dthrb3 Slicast en 2026-11-02T16:56:02.000Z Anthropic's amended IPO filing details its long-term compute commitments. https://slicast.com/zh/article/1dthrb3 Slicast zh-cn 2026-11-02T16:56:02.000Z Anthropic修订后的IPO文件披露了其长期算力承诺的细节。 https://slicast.com/article/vk3sgw Slicast en 2026-11-02T16:55:28.000Z Taiwan will criminalize smuggling of Nvidia AI chips to China. https://slicast.com/zh/article/vk3sgw Slicast zh-cn 2026-11-02T16:55:28.000Z 台湾将把向中国走私英伟达AI芯片的行为定为刑事犯罪。 https://slicast.com/article/16e7u02 Slicast en 2026-11-02T16:55:00.000Z Terafab has reportedly restarted talks with TSMC, focusing on operational control and co-investment. https://slicast.com/zh/article/16e7u02 Slicast zh-cn 2026-11-02T16:55:00.000Z 据报道，Terafab已重启与台积电的谈判，议题包括运营控制权与联合投资。 https://slicast.com/article/ipc7d2 Slicast en 2026-11-02T16:53:56.000Z Mitsubishi Electric is seeking to expand its North American grid foothold, following an August plan to spend US$1.4 billion to buy PCI Energy Solutions, whose platform manages about 60% of US power ge https://slicast.com/zh/article/ipc7d2 Slicast zh-cn 2026-11-02T16:53:56.000Z 三菱电机正寻求扩大其在北美电网领域的布局；此前8月，该公司曾表示将以14亿美元收购PCI Energy Solutions，该公司平台约管理美国发电量的60%。 https://slicast.com/article/nbbms8 Slicast en 2026-11-02T16:53:53.000Z A judge has derailed xAI's bid to dismiss a data center turbine case. https://slicast.com/zh/article/nbbms8 Slicast zh-cn 2026-11-02T16:53:53.000Z 法官驳回了xAI试图驳回一起数据中心涡轮机案件的动议。 https://slicast.com/article/22yrz4 Slicast en 2026-11-02T16:52:00.000Z CXMT is preparing volume production of HBM3E memory for AI hardware. https://slicast.com/zh/article/22yrz4 Slicast zh-cn 2026-11-02T16:52:00.000Z 长鑫存储（CXMT）正在筹备面向AI硬件的HBM3E内存量产。 https://slicast.com/article/8nfr1p Slicast en 2026-11-02T16:48:44.000Z Mistral AI's chief has warned about US and Chinese AI export controls. https://slicast.com/zh/article/8nfr1p Slicast zh-cn 2026-11-02T16:48:44.000Z Mistral AI负责人警告称，美国与中国的AI出口管制可能带来冲击。 https://slicast.com/article/1ju2quh Slicast en 2026-11-02T16:46:57.000Z Northern Solar's CRESS awards cover 189 MWac of solar capacity for data centers. https://slicast.com/zh/article/1ju2quh Slicast zh-cn 2026-11-02T16:46:57.000Z Northern Solar的CRESS奖项覆盖189兆瓦交流（MWac）的数据中心光伏容量。 https://slicast.com/article/1b6zb62 Slicast en 2026-11-02T16:26:03.000Z Anthropic grew revenue twelvefold but posted a US$23 billion loss, swinging back to an operating loss ahead of its IPO. https://slicast.com/zh/article/1b6zb62 Slicast zh-cn 2026-11-02T16:26:03.000Z Anthropic营收增长十二倍，但录得230亿美元亏损，在IPO前重新转为经营性亏损。 https://slicast.com/article/1strohy Slicast en 2026-11-02T16:22:31.000Z Applied Digital CEO Wes Cummins responded in a CNBC interview to Elon Musk's prediction of a 'guppy-level death' for more than 200 neoclouds. https://slicast.com/zh/article/1strohy Slicast zh-cn 2026-11-02T16:22:31.000Z Applied Digital首席执行官Wes Cummins在CNBC采访中，回应了Elon Musk关于200多家新型云服务商将遭遇'如同幼鱼般消亡'的预测。 https://slicast.com/article/vl6wvc Slicast en 2026-11-02T16:19:02.000Z Nvidia shares face a China setback as Huawei reportedly reaches a 28% share in China. https://slicast.com/zh/article/vl6wvc Slicast zh-cn 2026-11-02T16:19:02.000Z 英伟达股价面临中国市场挫折，华为据报道在中国市场已达到28%的份额。 https://slicast.com/article/1rrbziq Slicast en 2026-11-02T16:10:45.000Z Rostelecom is in talks with Norilsk Nickel about building underground data centers, as Ukraine strikes data centers and Russia considers bunker-style facilities. https://slicast.com/zh/article/1rrbziq Slicast zh-cn 2026-11-02T16:10:45.000Z Rostelecom正与诺里尔斯克镍业洽谈建设地下数据中心，背景是乌克兰袭击数据中心，俄罗斯正考虑建造掩体式设施。 https://slicast.com/article/zc5kyq Slicast en 2026-11-02T16:08:33.000Z The US House is set to vote on a bill addressing the power costs of data centers. https://slicast.com/zh/article/zc5kyq Slicast zh-cn 2026-11-02T16:08:33.000Z 美国众议院即将就一项涉及数据中心电力成本的法案进行表决。 https://slicast.com/article/1m8fill Slicast en 2026-11-02T16:07:09.000Z A judge declined to dismiss a lawsuit over pollution from xAI's data center in Mississippi, so the case will proceed. https://slicast.com/zh/article/1m8fill Slicast zh-cn 2026-11-02T16:07:09.000Z 法官拒绝驳回针对xAI位于密西西比州数据中心污染问题的诉讼，案件将继续推进。 https://slicast.com/article/l9jk47 Slicast en 2026-11-02T16:05:00.000Z Cipher Digital's Q3 revenue fell 63% as Bitcoin mining shrank, and its CEO rejected the 'Neocloud' label; coverage also flagged its first HPC rent alongside a $72M operating loss. https://slicast.com/zh/article/l9jk47 Slicast zh-cn 2026-11-02T16:05:00.000Z Cipher Digital第三季度营收下降63%，原因是比特币挖矿规模萎缩，其首席执行官拒绝接受'新型云服务商'这一定位。同期报道称，该公司首次取得高性能计算租赁收入，同时经营亏损为7200万美元。 https://slicast.com/article/16hlpdp Slicast en 2026-11-02T15:44:39.000Z An INSIGHT analysis says a giant US power merger is positioned as a bet on the AI build-out, but its success may hinge on how power bills evolve for ratepayers. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-11-02T15:44:39.000Z 一篇深度分析文章称，美国一宗大型电力并购被视为对人工智能基础设施建设的押注，但其成败可能取决于电费账单的走势。 https://slicast.com/article/r98z10 Slicast en 2026-11-02T15:44:23.000Z Sam Altman is courting UAE investors as OpenAI's funding target reportedly shrinks. https://slicast.com/zh/article/r98z10 Slicast zh-cn 2026-11-02T15:44:23.000Z 据报道，OpenAI的融资目标有所缩减，Sam Altman正在争取阿联酋投资者。 https://slicast.com/ko/article/r98z10 Slicast ko 2026-11-02T15:44:23.000Z 샘 올트먼, OpenAI 펀딩 목표 축소 속 UAE 투자자 설득에 나서 https://slicast.com/article/1evqvm8 Slicast en 2026-11-02T15:39:15.000Z SK Hynix shares rose 2.4% after Sam Altman's visit to Korea, where talks covered HBM supply and AI infrastructure. https://slicast.com/zh/article/1evqvm8 Slicast zh-cn 2026-11-02T15:39:15.000Z SK海力士股价上涨2.4%，此前Sam Altman访问韩国，会谈涉及高带宽存储器供应与人工智能基础设施合作。 https://slicast.com/article/1kzq54t Slicast en 2026-11-02T15:35:00.000Z OpenAI launched a Grid Protectors Program aimed at its future compute campuses. https://slicast.com/zh/article/1kzq54t Slicast zh-cn 2026-11-02T15:35:00.000Z OpenAI推出'Grid Protectors Program'（电网守护者计划），面向其未来的算力园区。 https://slicast.com/article/obxu3w Slicast en 2026-11-02T15:30:00.000Z Anthropic's quarterly loss narrowed while its revenue jumped, ahead of a blockbuster IPO. https://slicast.com/zh/article/obxu3w Slicast zh-cn 2026-11-02T15:30:00.000Z Anthropic季度亏损收窄、营收大幅增长，此时其备受瞩目的首次公开募股即将进行。 https://slicast.com/ko/article/obxu3w Slicast ko 2026-11-02T15:30:00.000Z Anthropic의 분기 손실은 줄어든 반면 매출은 급증했으며, 대형 IPO를 앞두고 있다. https://slicast.com/article/yj9vve Slicast en 2026-11-02T15:28:52.000Z Saudi Aramco has bought a 49% stake in HUMAIN, Saudi Arabia's AI champion. https://slicast.com/zh/article/yj9vve Slicast zh-cn 2026-11-02T15:28:52.000Z 沙特阿美收购了HUMAIN 49%的股权，HUMAIN是沙特的人工智能龙头企业。 https://slicast.com/ko/article/yj9vve Slicast ko 2026-11-02T15:28:52.000Z Saudi Aramco, HUMAIN 지분 49% 인수 https://slicast.com/article/1i1qd50 Slicast en 2026-11-02T15:20:00.000Z Google is eyeing 1,000 acres for a 1.2GW data center in Goochland County, Virginia, to be developed in the West Creek Business Park. https://slicast.com/zh/article/1i1qd50 Slicast zh-cn 2026-11-02T15:20:00.000Z 谷歌拟在弗吉尼亚州Goochland County征用1000英亩土地，建设1.2吉瓦的数据中心，项目将位于West Creek Business Park。 https://slicast.com/ko/article/1i1qd50 Slicast ko 2026-11-02T15:20:00.000Z Google는 버지니아주 구척랜드 카운티의 1.2GW 규모 데이터센터 부지로 1,000에이커를 검토 중이며, 해당 부지는 West Creek Business Park에 조성될 예정이다. https://slicast.com/article/10rurna Slicast en 2026-11-02T15:19:12.000Z A new website compiles more than 10,000 public comments about data centers from over 410 local governments, and its framing is that America broadly hates data centers. https://slicast.com/zh/article/10rurna Slicast zh-cn 2026-11-02T15:19:12.000Z 一个新网站汇总了来自410多个地方政府的1万多条关于数据中心的公众意见，并将其概括为美国公众普遍反感数据中心。 https://slicast.com/article/1aabpoe Slicast en 2026-11-02T15:16:24.000Z OpenAI CEO Sam Altman met with Samsung executives as the memory chip shortage deepens, following his podcast remarks about underutilized DRAM in desktop computers. https://slicast.com/zh/article/1aabpoe Slicast zh-cn 2026-11-02T15:16:24.000Z OpenAI首席执行官萨姆·奥尔特曼在存储芯片短缺加剧之际会见三星高管，此前他在一档播客中谈到台式电脑中动态随机存取存储器未被充分利用的问题。 https://slicast.com/article/rwrkzg Slicast en 2026-11-02T15:12:44.000Z OpenAI has launched its Grid Protectors Program, a grid flexibility initiative for data center campuses. https://slicast.com/zh/article/rwrkzg Slicast zh-cn 2026-11-02T15:12:44.000Z OpenAI推出了Grid Protectors Program，这是面向数据中心园区的电网灵活性计划。 https://slicast.com/article/26mfkl Slicast en 2026-11-02T15:11:35.000Z Prometheus Hyperscale has pulled out of a gigawatt-scale data center project in Casper, Wyoming, catching local officials by surprise, while the landowner plans to continue the project without Prometh https://slicast.com/zh/article/26mfkl Slicast zh-cn 2026-11-02T15:11:35.000Z Prometheus Hyperscale退出了位于怀俄明州Casper的吉瓦级数据中心项目，此举让地方官员感到意外，土地所有者则计划在没有Prometheus的情况下继续推进该项目。 https://slicast.com/article/3m6hnx Slicast en 2026-11-02T15:02:08.000Z Aligned Data Centers has launched a new version of its Delta Cube air cooling system, which the company says delivers ten percent efficiency savings. https://slicast.com/zh/article/3m6hnx Slicast zh-cn 2026-11-02T15:02:08.000Z Aligned Data Centers推出了新版Delta Cube风冷系统，公司称其可带来10%的能效提升。 https://slicast.com/article/x9919r Slicast en 2026-11-02T15:01:00.000Z Nvidia is reportedly in talks to backstop Nscale's Monarch Compute Campus project for Anthropic, potentially providing billions of dollars in credit guarantees. https://slicast.com/zh/article/x9919r Slicast zh-cn 2026-11-02T15:01:00.000Z 据报道，英伟达正洽谈为Nscale的Monarch Compute Campus项目（服务于Anthropic）提供担保，可能提供数十亿美元的信用担保。 https://slicast.com/ko/article/x9919r Slicast ko 2026-11-02T15:01:00.000Z Nvidia는 Anthropic을 위한 Nscale의 Monarch Compute Campus 프로젝트에 대해 수십억 달러 규모의 신용 보증을 제공하는 방안을 논의 중인 것으로 전해졌다. https://slicast.com/article/tbe5a9 Slicast en 2026-11-02T14:48:14.000Z OpenAI plans to rebrand its data center projects as 'Compute Campus' sites as opposition to data centers grows. https://slicast.com/zh/article/tbe5a9 Slicast zh-cn 2026-11-02T14:48:14.000Z 随着数据中心反对声音增强，OpenAI计划将其数据中心项目重新命名为「Compute Campus」。 https://slicast.com/article/1as067k Slicast en 2026-11-02T14:39:00.000Z Qualcomm has validated its HBC silicon, claiming an 18x leap in AI memory bandwidth. https://slicast.com/zh/article/1as067k Slicast zh-cn 2026-11-02T14:39:00.000Z 高通宣布其HBC芯片已通过验证，称人工智能内存带宽提升了18倍。 https://slicast.com/article/1ryioqi Slicast en 2026-11-02T14:32:00.000Z Cipher Digital reported Q3 FY26 revenue of $26.7M, down 62.8%, net income of $31.6M, EPS of ($0.22), and negative $10M adjusted EBITDA as its first HPC lease income arrived, while the Barber Lake deal https://slicast.com/zh/article/1ryioqi Slicast zh-cn 2026-11-02T14:32:00.000Z Cipher Digital公布2026财年第三季度营收2670万美元，同比下降62.8%，净利润3160万美元，每股收益为（0.22）美元，调整后息税折旧摊销前利润为负1000万美元；其首笔高性能计算租赁收入到账，Barber Lake交易金额达91亿美元，财报幻灯片还显示合同总额为166亿美元。 https://slicast.com/article/g9922x Slicast en 2026-11-02T14:29:15.000Z Vultr has launched India's largest AMD GPU cluster in Chennai. https://slicast.com/zh/article/g9922x Slicast zh-cn 2026-11-02T14:29:15.000Z Vultr在钦奈推出印度规模最大的AMD图形处理器集群。 https://slicast.com/article/vb15a6 Slicast en 2026-11-02T14:26:00.000Z Exelon is weighing $8B in energy storage investment, partly to address the PJM supply crunch, as CEO Calvin Butler says the grid operator is not adding generation fast enough. https://slicast.com/zh/article/vb15a6 Slicast zh-cn 2026-11-02T14:26:00.000Z Exelon拟投资80亿美元发展储能，部分用于应对PJM的供应紧张；首席执行官卡尔文·巴特勒表示，电网运营商新增发电装机的速度不够快。 https://slicast.com/article/u9snqa Slicast en 2026-11-02T14:21:56.000Z Google's Project Suncatcher has run its first workload on an orbital TPU, a poetry-generating AI task, while the company admits space data centers would cost 100x more than terrestrial ones. https://slicast.com/zh/article/u9snqa Slicast zh-cn 2026-11-02T14:21:56.000Z 谷歌Project Suncatcher在轨道TPU上运行了首个工作负载，即人工智能诗歌生成任务，但公司承认太空数据中心的成本比地面数据中心高出100倍。 https://slicast.com/article/f22jd8 Slicast en 2026-11-02T14:16:55.000Z NetApp has acquired PEAK:AIO to expand its storage infrastructure for large-scale AI workloads. https://slicast.com/zh/article/f22jd8 Slicast zh-cn 2026-11-02T14:16:55.000Z NetApp收购了PEAK:AIO，以扩展其面向大规模人工智能工作负载的存储基础设施。 https://slicast.com/article/zfv789 Slicast en 2026-11-02T14:15:59.000Z Digital Realty posted revenue of $1.9bn and a $2.5bn backlog, with strong hyperscale sales and limited neocloud exposure. https://slicast.com/zh/article/zfv789 Slicast zh-cn 2026-11-02T14:15:59.000Z Digital Realty公布营收19亿美元，积压订单25亿美元，超大规模云客户销售表现强劲，对新云服务商的敞口有限。 https://slicast.com/article/1e2880u Slicast en 2026-11-02T14:14:56.000Z Envision claims a world first with an 800 V DC architecture for AI data centers. https://slicast.com/zh/article/1e2880u Slicast zh-cn 2026-11-02T14:14:56.000Z Envision宣称其面向人工智能数据中心的800伏直流架构为全球首创。 https://slicast.com/article/1y2tfjh Slicast en 2026-11-02T14:06:35.000Z A tech-insider report says Microsoft's Azure Maia 300 carries a claimed 7x throughput gain, but gives no date for availability in Australia. https://slicast.com/zh/article/1y2tfjh Slicast zh-cn 2026-11-02T14:06:35.000Z 一篇科技媒体报道称，微软Azure Maia 300宣称吞吐量提升7倍，但未给出在澳大利亚的上市日期。 https://slicast.com/article/1h36rw6 Slicast en 2026-11-02T14:03:11.000Z South Korean chip startup FuriosaAI raised $620m at a post-money valuation of approximately $2.9bn, with the funds to accelerate development of its third-generation AI inference chip. https://slicast.com/zh/article/1h36rw6 Slicast zh-cn 2026-11-02T14:03:11.000Z 韩国芯片初创公司FuriosaAI完成6.2亿美元融资，投后估值约29亿美元，资金将用于加速其第三代人工智能推理芯片的研发。 https://slicast.com/article/1hx5xmr Slicast en 2026-11-02T14:01:30.000Z Windows Report suggests OpenAI's data centers may soon be called 'AI compute campuses'. https://slicast.com/zh/article/1hx5xmr Slicast zh-cn 2026-11-02T14:01:30.000Z Windows Report报道称，OpenAI的数据中心未来可能被称为‘人工智能算力园区’。 https://slicast.com/article/1cywved Slicast en 2026-11-02T14:00:14.000Z Qualcomm says it has completed initial validation of its HBC (High Bandwidth Compute) technology, an architecture that stacks DRAM on compute, ahead of Dragonfly AI250 sampling in 2027. https://slicast.com/zh/article/1cywved Slicast zh-cn 2026-11-02T14:00:14.000Z 高通宣布其HBC（High Bandwidth Compute）技术完成初步验证，该技术采用将内存堆叠于计算单元之上的架构，为2027年Dragonfly AI250送样做准备。 https://slicast.com/article/tnrned Slicast en 2026-11-02T14:00:00.000Z Nvidia is investigating a security incident on its Brev cloud development platform, where unauthorized activity between October 4 and October 20 may have exposed SSH keys used to access customer VMs. https://slicast.com/zh/article/tnrned Slicast zh-cn 2026-11-02T14:00:00.000Z 英伟达正在调查其Brev云开发平台的一起安全事件，10月4日至10月20日期间的未经授权活动可能导致用于访问客户虚拟机的SSH密钥泄露。 https://slicast.com/article/14z3fpq Slicast en 2026-11-02T13:59:58.000Z GE Vernova reported an order backlog of $197bn as data-center demand drives gas turbine sales, and it expects 130GW of signed gas turbine agreements by year-end. https://slicast.com/zh/article/14z3fpq Slicast zh-cn 2026-11-02T13:59:58.000Z GE Vernova公布订单积压规模达1970亿美元，数据中心需求推动燃气轮机销售；公司预计到年底将签署130吉瓦的燃气轮机协议。 https://slicast.com/ko/article/14z3fpq Slicast ko 2026-11-02T13:59:58.000Z GE Vernova는 데이터센터 수요가 가스터빈 판매를 견인하면서 수주잔고가 1,970억 달러에 달했다고 발표했으며, 연말까지 130GW 규모의 가스터빈 계약이 체결될 것으로 전망했다. https://slicast.com/article/ek1812 Slicast en 2026-11-02T13:41:43.000Z National Grid plans a massive new substation to support data-center plans in Teesside. https://slicast.com/zh/article/ek1812 Slicast zh-cn 2026-11-02T13:41:43.000Z National Grid计划在Teesside建设一座大型新变电站，以支持当地数据中心项目。 https://slicast.com/article/lxvvrz Slicast en 2026-11-02T13:36:59.000Z Goodman Group plans 2,150 homes in Sydney across the street from its $1B data centre. https://slicast.com/zh/article/lxvvrz Slicast zh-cn 2026-11-02T13:36:59.000Z 古德曼集团计划在悉尼建设2,150套住宅，位置与其10亿美元的数据中心隔街相对。 https://slicast.com/article/xdasrk Slicast en 2026-11-02T13:34:41.000Z Canada officially became the 39th participating state of EuroHPC Joint Undertaking on October 30, 2026, at the EU–Canada Summit in Montréal. https://slicast.com/zh/article/xdasrk Slicast zh-cn 2026-11-02T13:34:41.000Z 2026年10月30日，加拿大在蒙特利尔举行的欧盟－加拿大峰会上正式成为欧洲高性能计算联合体（EuroHPC Joint Undertaking）第39个参与国。 https://slicast.com/article/8xo1k9 Slicast en 2026-11-02T13:26:59.000Z Aramco and PIF have joined forces on HUMAIN, Saudi Arabia's national AI company, as the kingdom turns to Aramco to fuel its AI ambitions. https://slicast.com/zh/article/8xo1k9 Slicast zh-cn 2026-11-02T13:26:59.000Z 沙特阿美与PIF携手支持HUMAIN（沙特阿拉伯国家级人工智能公司），沙特正转向沙特阿美为其人工智能雄心提供动力。 https://slicast.com/ko/article/8xo1k9 Slicast ko 2026-11-02T13:26:59.000Z Aramco와 PIF는 사우디아라비아의 국가 AI 기업 HUMAIN에 공동으로 참여하고 있으며, 사우디 정부는 AI 야망의 동력을 확보하기 위해 Aramco에 손을 내밀고 있다. https://slicast.com/article/1ac4rzo Slicast en 2026-11-02T13:20:41.000Z Equinix's latest earnings call highlighted growth and capacity plans. https://slicast.com/zh/article/1ac4rzo Slicast zh-cn 2026-11-02T13:20:41.000Z Equinix最新财报电话会议重点谈及业务增长与产能规划。 https://slicast.com/article/19v1re4 Slicast en 2026-11-02T12:41:01.000Z Marvell agreed to acquire Lumentum in a $115 billion all-stock deal, combining AI networking chips with optical interconnect technology and positioning Marvell as a stronger challenger to Broadcom in https://slicast.com/zh/article/19v1re4 Slicast zh-cn 2026-11-02T12:41:01.000Z Marvell 同意以 1150 亿美元全股票交易收购 Lumentum,此举将 AI 网络芯片与光互连技术相结合,使 Marvell 在 AI 数据中心基础设施领域成为博通更有力的竞争者。 https://slicast.com/ko/article/19v1re4 Slicast ko 2026-11-02T12:41:01.000Z Marvell, Lumentum 인수에 합의…1,150억 달러 규모 전주식 거래 AI 네트워킹 칩과 광 인터커넥트 기술을 결합하는 이번 거래로, Marvell은 AI 데이터센터 인프라 시장에서 Broadcom에 맞서는 입지를 강화하게 됐다. https://slicast.com/article/167y474 Slicast en 2026-11-02T11:47:14.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, Saudi Arabia's national AI company, in a $2.6 billion cash deal to support the kingdom's ambition to become a global AI hub. https://slicast.com/zh/article/167y474 Slicast zh-cn 2026-11-02T11:47:14.000Z 沙特阿美以26亿美元现金收购沙特国家人工智能公司HUMAIN 49%的股权,以支持该王国成为全球人工智能中心的雄心。 https://slicast.com/ko/article/167y474 Slicast ko 2026-11-02T11:47:14.000Z Saudi Aramco, HUMAIN 49% 지분을 26억 달러 현금 거래로 인수한다. 이번 거래는 사우디아라비아의 글로벌 AI 허브 도약 야망을 뒷받침하기 위한 것이다. https://slicast.com/article/ndlsk1 Slicast en 2026-11-02T11:46:44.000Z OpenAI reduced its funding round to about $20 billion, with UAE investors pairing their capital with compute capacity. https://slicast.com/zh/article/ndlsk1 Slicast zh-cn 2026-11-02T11:46:44.000Z OpenAI将其融资规模缩减至约200亿美元，阿联酋投资者在出资的同时搭配算力资源。 https://slicast.com/ko/article/ndlsk1 Slicast ko 2026-11-02T11:46:44.000Z OpenAI가 투자 유치 규모를 약 200억 달러로 축소했으며, UAE 투자자들은 자본과 함께 컴퓨팅 자원을 제공하는 방식으로 참여하고 있다. https://slicast.com/commentary/airtrunk-2026-11-01 Slicast en 2026-11-01T21:37:42.278Z AirTrunk Green Financing, October 2026: $4.25 Billion Loan Extends APAC Hyperscale Buildout https://slicast.com/zh/commentary/airtrunk-2026-11-01 Slicast zh-cn 2026-11-01T21:37:42.278Z AirTrunk绿色贷款，2026年10月：42.5亿美元融资推进亚太超大规模扩张 https://slicast.com/commentary/nrg-2026-11-01 Slicast en 2026-11-01T21:25:52.184Z NRG Energy Power Strategy, October 2026 https://slicast.com/zh/commentary/nrg-2026-11-01 Slicast zh-cn 2026-11-01T21:25:52.184Z NRG Energy电力战略动态，2026年10月 https://slicast.com/commentary/intel-2026-11-01 Slicast en 2026-11-01T21:07:17.806Z Intel Stock, October 2026: Soft Q4 Guidance and PC Weakness Behind the 28.6% Single-Day Drop https://slicast.com/zh/commentary/intel-2026-11-01 Slicast zh-cn 2026-11-01T21:07:17.806Z 英特尔股价 2026年10月：Q4指引疲软叠加PC需求低迷，单日暴跌28.6% https://slicast.com/commentary/terawulf-2026-11-01 Slicast en 2026-11-01T20:54:29.994Z TeraWulf (WULF) Stock, October 2026: -8% Drop on October 30, 1 GW Muskie Expansion, and a Reported $27B Contract Backlog https://slicast.com/zh/commentary/terawulf-2026-11-01 Slicast zh-cn 2026-11-01T20:54:29.994Z TeraWulf（WULF）股票动态，2026年10月：10月30日单日-8%跌幅、Muskie园区扩至1吉瓦与据报270亿美元合同组合 https://slicast.com/commentary/iren-2026-11-01 Slicast en 2026-11-01T20:43:41.510Z IREN Stock Selloff, October 2026: $3 Billion Capex Bet Faces Market Skepticism and a November Earnings Test https://slicast.com/zh/commentary/iren-2026-11-01 Slicast zh-cn 2026-11-01T20:43:41.510Z IREN股票2026年10月大幅回调：30亿美元资本支出押注面临市场质疑与11月财报检验 https://slicast.com/commentary/bloom-energy-2026-11-01 Slicast en 2026-11-01T20:34:00.809Z Bloom Energy Stock Decline, October 2026: Record Quarter Precedes Unexplained 8.6% Drop https://slicast.com/zh/commentary/bloom-energy-2026-11-01 Slicast zh-cn 2026-11-01T20:34:00.809Z Bloom Energy股价异动，2026年10月：创纪录季报后现8.6%无因由跌幅 https://slicast.com/brief/2026-11-02 Slicast en 2026-11-01T20:09:27.442Z Latest AI Infrastructure News: November 2, 2026 https://slicast.com/zh/brief/2026-11-02 Slicast zh-cn 2026-11-01T20:09:27.442Z AI 基础设施新闻早报 · 2026年11月2日 https://slicast.com/ko/brief/2026-11-02 Slicast ko 2026-11-01T20:09:27.442Z 최신 AI 인프라 뉴스 · 2026년 11월 2일 https://slicast.com/article/1hqtsv0 Slicast en 2026-11-01T19:51:57.000Z AI bubble fears are sparking a bailout debate as Trump eyes government stakes. https://slicast.com/zh/article/1hqtsv0 Slicast zh-cn 2026-11-01T19:51:57.000Z 人工智能泡沫担忧引发救助之争，特朗普考虑由政府入股。 https://slicast.com/ko/article/1hqtsv0 Slicast ko 2026-11-01T19:51:57.000Z AI 거품 우려가 트럼프 행정부의 정부 지분 인수 검토와 맞물리며 구제금융 논쟁을 촉발하고 있다. https://slicast.com/article/1yk9zad Slicast en 2026-11-01T19:39:02.000Z Oklo and NuScale shares sank 15% in a week as rising bond yields pressured nuclear stocks. https://slicast.com/zh/article/1yk9zad Slicast zh-cn 2026-11-01T19:39:02.000Z 随着债券收益率上升，Oklo与NuScale股价一周内下跌15%，核能股承压。 https://slicast.com/ko/article/1yk9zad Slicast ko 2026-11-01T19:39:02.000Z Oklo와 NuScale 주가가 채권 금리 상승으로 원자력 관련주가 압박을 받으면서 일주일 새 15% 하락했다. https://slicast.com/article/e72kje Slicast en 2026-11-01T19:19:22.000Z A judge ruled that xAI must face a lawsuit brought by the NAACP over pollution from its data center. https://slicast.com/zh/article/e72kje Slicast zh-cn 2026-11-01T19:19:22.000Z 法官裁定xAI必须应对全国有色人种协进会（NAACP）提起的诉讼，该诉讼涉及其数据中心的污染问题。 https://slicast.com/ko/article/e72kje Slicast ko 2026-11-01T19:19:22.000Z 판사는 xAI가 NAACP가 제기한 데이터센터 오염 관련 소송에 응해야 한다고 판결했다. https://slicast.com/article/1vwpd1s Slicast en 2026-11-01T18:31:55.000Z A memory-chip shortage has cemented ChangXin Memory (CXMT) as China's chip champion, according to the Wall Street Journal. https://slicast.com/zh/article/1vwpd1s Slicast zh-cn 2026-11-01T18:31:55.000Z 内存短缺使长鑫存储（CXMT）成为中国芯片龙头。 https://slicast.com/ko/article/1vwpd1s Slicast ko 2026-11-01T18:31:55.000Z 메모리 반도체 공급 부족으로 창신메모리(CXMT)가 중국의 대표 반도체 기업으로 자리매김했다고 월스트리트저널이 보도했다. https://slicast.com/article/tvblae Slicast en 2026-11-01T18:31:09.000Z TeraWulf (WULF) has expanded its credit facility, though the size and terms are not stated in the available text. https://slicast.com/zh/article/tvblae Slicast zh-cn 2026-11-01T18:31:09.000Z TeraWulf（WULF）已扩大其信贷额度，但现有文本未说明额度规模与条款。 https://slicast.com/ko/article/tvblae Slicast ko 2026-11-01T18:31:09.000Z TeraWulf (WULF)이 신용 한도를 확대했다고 밝혔으나, 가용한 텍스트에는 규모와 조건이 명시되어 있지 않다. https://slicast.com/article/1miwaic Slicast en 2026-11-01T18:24:44.000Z Reporting says future data-center load profiles remain highly uncertain as AI advances quickly. https://slicast.com/zh/article/1miwaic Slicast zh-cn 2026-11-01T18:24:44.000Z 据报道，随着人工智能快速发展，未来数据中心的负荷曲线仍存在很大不确定性。 https://slicast.com/ko/article/1miwaic Slicast ko 2026-11-01T18:24:44.000Z AI 기술이 빠르게 발전함에 따라 향후 데이터센터의 전력 부하 패턴은 여전히 매우 불확실한 것으로 보도되었다. https://slicast.com/article/nc6oqc Slicast en 2026-11-01T18:20:00.000Z OpenAI plans to purchase Google TPU chips as demand for AI infrastructure surges. The report contains few details beyond the headline. https://slicast.com/zh/article/nc6oqc Slicast zh-cn 2026-11-01T18:20:00.000Z OpenAI计划采购谷歌TPU芯片，以应对AI基础设施需求的激增。该报道除标题外，细节较少。 https://slicast.com/ko/article/nc6oqc Slicast ko 2026-11-01T18:20:00.000Z OpenAI는 AI 인프라 수요가 급증함에 따라 Google TPU 칩 구매를 계획하고 있다. 해당 보도는 헤드라인 외에 세부 내용이 거의 없다. https://slicast.com/article/ajenx Slicast en 2026-11-01T18:13:08.000Z Residents of Eastern Kentucky are weighing the promise of data centers against concerns over rising energy bills. https://slicast.com/zh/article/ajenx Slicast zh-cn 2026-11-01T18:13:08.000Z 肯塔基州东部居民权衡数据中心带来的机遇与电费持续上涨的担忧。 https://slicast.com/ko/article/ajenx Slicast ko 2026-11-01T18:13:08.000Z 동부 켄터키 주민들은 데이터센터가 가져올 기대와 에너지 요금 상승에 대한 우려 사이에서 고민하고 있다. https://slicast.com/article/1kvrufy Slicast en 2026-11-01T17:53:23.000Z An FourWeekMBA analysis estimates that Musk's 1.2M Blackwells would need about 2.2 GW of power. https://slicast.com/zh/article/1kvrufy Slicast zh-cn 2026-11-01T17:53:23.000Z 一篇分析估计，马斯克计划部署的120万块Blackwell需要约2.2吉瓦电力。 https://slicast.com/ko/article/1kvrufy Slicast ko 2026-11-01T17:53:23.000Z An FourWeekMBA 분석은 머스크의 Blackwell 120만 개를 가동하려면 약 2.2GW의 전력이 필요할 것으로 추산한다. https://slicast.com/article/1432aol Slicast en 2026-11-01T17:37:36.000Z OpenAI reportedly plans to rebrand its data centers as 'AI Compute Campuses'. https://slicast.com/zh/article/1432aol Slicast zh-cn 2026-11-01T17:37:36.000Z 据报道，OpenAI计划将其数据中心更名为'AI Compute Campuses'（人工智能算力园区）。 https://slicast.com/ko/article/1432aol Slicast ko 2026-11-01T17:37:36.000Z OpenAI는 자사 데이터센터를 'AI 컴퓨팅 캠퍼스'로 명칭을 바꿀 계획인 것으로 전해졌다. https://slicast.com/article/1q09nwh Slicast en 2026-11-01T17:36:58.000Z Saudi Aramco has taken a 49% stake in the Saudi AI company HUMAIN. https://slicast.com/zh/article/1q09nwh Slicast zh-cn 2026-11-01T17:36:58.000Z 沙特阿美（Aramco）已收购沙特人工智能公司HUMAIN 49%的股权。 https://slicast.com/ko/article/1q09nwh Slicast ko 2026-11-01T17:36:58.000Z 사우디 아람코가 사우디 AI 기업 HUMAIN의 지분 49%를 인수했다. https://slicast.com/article/1kn1dxx Slicast en 2026-11-01T17:23:29.000Z NOVEC raises electricity rates effective Nov. 1 in Loudoun and Prince William counties in Northern Virginia. https://slicast.com/zh/article/1kn1dxx Slicast zh-cn 2026-11-01T17:23:29.000Z NOVEC自11月1日起在弗吉尼亚州洛登县和威廉王子县上调电价。 https://slicast.com/ko/article/1kn1dxx Slicast ko 2026-11-01T17:23:29.000Z NOVEC, 11월 1일부터 버지니아주 북부 Loudoun 및 Prince William 카운티에서 전기요금을 인상한다. https://slicast.com/article/18u6ftz Slicast en 2026-11-01T16:49:31.000Z A proposal from PJM's transmission owners would lock in the charges a data center pays for transmission service. https://slicast.com/zh/article/18u6ftz Slicast zh-cn 2026-11-01T16:49:31.000Z PJM的输电所有者提议锁定数据中心应支付的输电服务费用。 https://slicast.com/ko/article/18u6ftz Slicast ko 2026-11-01T16:49:31.000Z PJM의 송전 사업자들이 제안한 방안은 데이터센터가 송전 서비스에 대해 지불하는 요금을 고정하는 내용을 담고 있다. https://slicast.com/article/4hog7b Slicast en 2026-11-01T16:30:00.000Z Google's energy chief says space data centers could cost up to 100 times more than those on Earth, per The Information. https://slicast.com/zh/article/4hog7b Slicast zh-cn 2026-11-01T16:30:00.000Z 谷歌能源负责人表示，太空数据中心的成本最高可达地面数据中心的100倍。 https://slicast.com/ko/article/4hog7b Slicast ko 2026-11-01T16:30:00.000Z Google의 에너지 책임자는 The Information 보도에 따르면 우주 데이터센터의 비용이 지상 데이터센터보다 최대 100배까지 높을 수 있다고 말했다. https://slicast.com/article/slpf6k Slicast en 2026-11-01T16:13:56.000Z Surging AI capex has pushed Big Tech free cash flow below zero (AIQ:NASDAQ), per Seeking Alpha. https://slicast.com/zh/article/slpf6k Slicast zh-cn 2026-11-01T16:13:56.000Z 人工智能资本支出激增使大型科技公司自由现金流转为负值（AIQ:NASDAQ）。 https://slicast.com/ko/article/slpf6k Slicast ko 2026-11-01T16:13:56.000Z AI 설비투자(capex)가 급증하면서 빅테크 기업들의 잉여현금흐름(FCF)이 마이너스로 떨어졌다고 Seeking Alpha가 보도했다 (AIQ:NASDAQ). https://slicast.com/article/bf2is9 Slicast en 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. https://slicast.com/zh/article/bf2is9 Slicast zh-cn 2026-11-01T15:17:57.000Z 马斯克表示，太空探索技术公司的Colossus 2正在增加'Gun Range'和'Spam'集群，目标是在年底前部署约120万块英伟达Blackwell。 https://slicast.com/ko/article/bf2is9 Slicast ko 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. Hmm, the instruction is to translate into Korean, so here is the transl https://slicast.com/article/mpy4qq Slicast en 2026-11-01T14:48:50.000Z Broadcom's Tomahawk 6 doubles bandwidth, but AI networks still face a scaling squeeze. https://slicast.com/zh/article/mpy4qq Slicast zh-cn 2026-11-01T14:48:50.000Z 博通的Tomahawk 6将带宽翻倍，但人工智能网络仍面临扩展压力。 https://slicast.com/ko/article/mpy4qq Slicast ko 2026-11-01T14:48:50.000Z Broadcom의 Tomahawk 6는 대역폭을 두 배로 늘리지만, AI 네트워크는 여전히 확장성 압박에 직면해 있다. https://slicast.com/article/11conp7 Slicast en 2026-11-01T14:28:26.000Z A judge rejected xAI's motion to dismiss the NAACP's lawsuit over xAI's gas turbines. https://slicast.com/zh/article/11conp7 Slicast zh-cn 2026-11-01T14:28:26.000Z 法官驳回了xAI试图驳回NAACP就其燃气轮机提起诉讼的动议。 https://slicast.com/ko/article/11conp7 Slicast ko 2026-11-01T14:28:26.000Z 판사가 xAI의 가스 터빈 관련 NAACP 소송에 대한 xAI의 기각 신청을 기각했다. https://slicast.com/article/1ca9vp6 Slicast en 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman met around 50 Samsung executives in South Korea on October 31 to discuss AI's future and secure more RAM for data centers amid severe shortages. https://slicast.com/zh/article/1ca9vp6 Slicast zh-cn 2026-11-01T14:21:23.000Z OpenAI首席执行官萨姆·奥特曼于10月31日在韩国会见了约50名三星高管，讨论人工智能的未来与商机，并争取为数据中心获得更多内存供应，以应对严重短缺。 https://slicast.com/ko/article/1ca9vp6 Slicast ko 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman는 10월 31일 한국에서 삼성 경영진 약 50명과 만나 AI의 미래를 논의하고, 심각한 공급 부족 속에서 데이터센터용 RAM을 더 확보하는 방안을 협의했다. https://slicast.com/article/1kc7u5y Slicast en 2026-11-01T14:17:44.000Z tech-insider.org reports that an AI panel on data sovereignty rules is due to report on 30 November 2026. https://slicast.com/zh/article/1kc7u5y Slicast zh-cn 2026-11-01T14:17:44.000Z tech-insider.org报道，关于数据主权规则的人工智能专家小组报告将于2026年11月30日发布。 https://slicast.com/ko/article/1kc7u5y Slicast ko 2026-11-01T14:17:44.000Z tech-insider.org에 따르면, 데이터 주권 규정을 다루는 AI 패널의 보고서가 2026년 11월 30일에 발표될 예정이다. https://slicast.com/article/jsqi0n Slicast en 2026-11-01T14:05:00.000Z OpenAI is planning a post-midterm policy push in Washington that includes 'speed limits' for advanced AI and promotion of AI compute campuses. https://slicast.com/zh/article/jsqi0n Slicast zh-cn 2026-11-01T14:05:00.000Z OpenAI正计划在中期选举后于华盛顿推动一轮政策攻势，内容包括对先进人工智能设定'速度限制'，并推广算力园区。 https://slicast.com/ko/article/jsqi0n Slicast ko 2026-11-01T14:05:00.000Z OpenAI는 중간선거 이후 워싱턴에서 고급 AI에 대한 '속도 제한'과 AI 컴퓨팅 캠퍼스 확대를 포함한 정책 추진을 계획하고 있다. https://slicast.com/article/56ju32 Slicast en 2026-11-01T14:03:00.000Z Anthropic says it is building its own data centers, and Motley Fool highlights Bloom Energy as a seller of the onsite power such facilities require. https://slicast.com/zh/article/56ju32 Slicast zh-cn 2026-11-01T14:03:00.000Z Anthropic表示正在自建数据中心，Motley Fool指出Bloom Energy销售此类设施所需的现场供电设备。 https://slicast.com/ko/article/56ju32 Slicast ko 2026-11-01T14:03:00.000Z Anthropic는 자체 데이터센터를 구축하고 있다고 밝혔으며, Motley Fool은 이러한 시설에 필요한 현장 전력을 공급하는 기업으로 Bloom Energy를 주목했다. https://slicast.com/article/kn5bng Slicast en 2026-11-01T14:00:00.000Z An open-source UEFI tool, nv-uefi-unlocker, lifts the tensor rate cap on Nvidia RTX 20, 30, and 40-series GPUs under Windows. https://slicast.com/zh/article/kn5bng Slicast zh-cn 2026-11-01T14:00:00.000Z 一款开源统一可扩展固件接口工具nv-uefi-unlocker可在Windows系统下解除英伟达RTX 20、30和40系列图形处理器的张量速率上限。 https://slicast.com/ko/article/kn5bng Slicast ko 2026-11-01T14:00:00.000Z Nvidia RTX 20, 30, 40 시리즈 GPU에서 텐서 연산 속도 제한을 해제하는 오픈소스 UEFI 도구 nv-uefi-unlocker가 Windows 환경에서 제공된다. https://slicast.com/article/88n9jt Slicast en 2026-11-01T13:59:29.000Z PIF retains a 51% stake in HUMAIN as Saudi Aramco acquires 49% in a USD 2.6B deal. https://slicast.com/zh/article/88n9jt Slicast zh-cn 2026-11-01T13:59:29.000Z PIF保留HUMAIN 51%的股份，沙特阿美以26亿美元收购HUMAIN 49%的股份。 https://slicast.com/ko/article/88n9jt Slicast ko 2026-11-01T13:59:29.000Z PIF는 사우디 아라코가 26억 달러 규모 거래로 HUMAIN 지분 49%를 인수하는 가운데에도 HUMAIN 지분 51%를 유지한다. https://slicast.com/article/h9e7i8 Slicast en 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. https://slicast.com/zh/article/h9e7i8 Slicast zh-cn 2026-11-01T13:55:32.000Z 沙特阿美(Saudi Aramco)以26亿美元收购沙特AI公司HUMAIN 49%的股权,股权来自PIF,PIF保留51%股权。 https://slicast.com/ko/article/h9e7i8 Slicast ko 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. Saudi Aramco가 사우디 AI 기업 HUMAIN의 지분 49%를 PIF로부터 26억 달러 규모 거래로 인수하며, PIF는 https://slicast.com/article/tip50 Slicast en 2026-11-01T13:41:29.000Z Infineon expanded its GaN and AI power network even as Intel's soft guidance weighed on chip stocks. https://slicast.com/zh/article/tip50 Slicast zh-cn 2026-11-01T13:41:29.000Z 英飞凌扩展了其氮化镓与人工智能电源网络业务，同时英特尔偏软的业绩指引拖累了芯片股。 https://slicast.com/ko/article/tip50 Slicast ko 2026-11-01T13:41:29.000Z Infineon은 Intel의 보수적인 가이던스가 반도체 주식을 압박하는 가운데에도 GaN 및 AI 전력 네트워크를 확장했다. https://slicast.com/article/1l49lia Slicast en 2026-11-01T13:37:59.000Z Startup Fortune reports that data centers raising electric bills have become a top 2026 midterm election issue. https://slicast.com/zh/article/1l49lia Slicast zh-cn 2026-11-01T13:37:59.000Z Startup Fortune报道，推高电费的数据中心已成为2026年中期选举的主要议题之一。 https://slicast.com/ko/article/1l49lia Slicast ko 2026-11-01T13:37:59.000Z Startup Fortune은 전기요금을 끌어올리는 데이터센터가 2026년 중간선거의 핵심 쟁점으로 떠올랐다고 보도했다. https://slicast.com/article/1tkuvju Slicast en 2026-11-01T13:19:06.000Z Goldman Sachs says S&P 500 earnings growth will slow as AI spending loses momentum. https://slicast.com/zh/article/1tkuvju Slicast zh-cn 2026-11-01T13:19:06.000Z 高盛表示，随着人工智能支出动能减弱，标普500指数的盈利增速将放缓。 https://slicast.com/ko/article/1tkuvju Slicast ko 2026-11-01T13:19:06.000Z Goldman Sachs는 AI 투자 모멘텀이 약화되면서 S&P 500 실적 성장세가 둔화될 것이라고 전망했다. https://slicast.com/article/zd45jz Slicast en 2026-11-01T13:15:30.000Z OpenAI raised $11 billion of a targeted $30 billion round and cut its target to $20 billion. https://slicast.com/zh/article/zd45jz Slicast zh-cn 2026-11-01T13:15:30.000Z OpenAI已完成一轮融资中的110亿美元募资，该轮目标原为300亿美元，现已下调至200亿美元。 https://slicast.com/ko/article/zd45jz Slicast ko 2026-11-01T13:15:30.000Z OpenAI는 목표액 300억 달러 중 110억 달러를 조달했으며, 목표액을 200억 달러로 하향 조정했다. https://slicast.com/article/4w2enl Slicast en 2026-11-01T13:09:17.000Z Livemint reports on Nvidia CEO Jensen Huang's meetings with an alleged Chinese spy and why US intelligence agencies are worried. https://slicast.com/zh/article/4w2enl Slicast zh-cn 2026-11-01T13:09:17.000Z Livemint报道英伟达首席执行官黄仁勋与一名涉嫌中国间谍的人士会面，以及美国情报机构对此的担忧。 https://slicast.com/ko/article/4w2enl Slicast ko 2026-11-01T13:09:17.000Z Livemint는 엔비디아 CEO 젠슨 황이 중국 간첩으로 지목된 인물과 만남을 가졌다는 소식과, 미국 정보기관들이 이를 우려하는 이유를 보도했다. https://slicast.com/article/ulxiqp Slicast en 2026-11-01T12:48:21.000Z Data center expansion is sparking voter fury ahead of the midterm elections and dividing Republicans, according to The Sun. https://slicast.com/zh/article/ulxiqp Slicast zh-cn 2026-11-01T12:48:21.000Z 据The Sun报道，数据中心扩张正在中期选举前引发选民强烈不满，并使共和党内部出现分歧。 https://slicast.com/ko/article/ulxiqp Slicast ko 2026-11-01T12:48:21.000Z 데이터센터 확장이 중간선거를 앞두고 유권자들의 분노를 촉발하고 있으며 공화당 내부를 분열시키고 있다고 The Sun이 보도했다. https://slicast.com/article/rpqrsi Slicast en 2026-11-01T12:28:20.000Z Cameco's Q3 2026 slides highlighted growth in its nuclear business even as the company missed earnings expectations. https://slicast.com/zh/article/rpqrsi Slicast zh-cn 2026-11-01T12:28:20.000Z Cameco在2026年第三季度的幻灯片突出了其核业务的增长，但公司财报低于预期。 https://slicast.com/ko/article/rpqrsi Slicast ko 2026-11-01T12:28:20.000Z Cameco의 2026년 3분기 실적 발표 자료는 실적이 시장 예상에 미치지 못했음에도 원자력 사업의 성장을 강조했다. https://slicast.com/article/21u9f3 Slicast en 2026-11-01T12:18:18.000Z Memory stocks came into focus after SK Hynix's earnings were reported to boost HBM demand. https://slicast.com/zh/article/21u9f3 Slicast zh-cn 2026-11-01T12:18:18.000Z SK海力士财报提振了高带宽内存（HBM）需求，存储板块股票受到市场关注。 https://slicast.com/ko/article/21u9f3 Slicast ko 2026-11-01T12:18:18.000Z 메모리 반도체 관련주는 SK하이닉스의 실적 발표가 HBM 수요 증가를 견인한 것으로 나타나면서 주목받았다. https://slicast.com/article/1jsf8vy Slicast en 2026-11-01T12:00:00.000Z The Guardian says the US-China trade war seems to have subsided, but that sense of calm is misleading. https://slicast.com/zh/article/1jsf8vy Slicast zh-cn 2026-11-01T12:00:00.000Z 《卫报》称，美中贸易战看似已经平息，但这种平静具有误导性。 https://slicast.com/ko/article/1jsf8vy Slicast ko 2026-11-01T12:00:00.000Z 미국-중국 무역전쟁이 진정된 듯 보이지만, 그런 평온함은 착시에 가깝다고 가디언은 지적했다. https://slicast.com/article/1tl9r6x Slicast en 2026-11-01T11:44:02.000Z Lite-On posted a record Q3 2026 profit as AI demand surged, according to its earnings call transcript. https://slicast.com/zh/article/1tl9r6x Slicast zh-cn 2026-11-01T11:44:02.000Z 光宝科技在2026年第三季度创下利润纪录，人工智能需求激增是主要推动因素。 https://slicast.com/ko/article/1tl9r6x Slicast ko 2026-11-01T11:44:02.000Z Lite-On는 실적 발표 콘퍼런스콜 녹취록에 따르면 AI 수요 급증에 힘입어 2026년 3분기 사상 최대 이익을 기록했다. https://slicast.com/article/tw9ip7 Slicast en 2026-11-01T11:40:02.000Z Korean chip exports jumped 259% to $56.4 billion, now making up 49% of the country's total exports. https://slicast.com/zh/article/tw9ip7 Slicast zh-cn 2026-11-01T11:40:02.000Z 韩国芯片出口激增259%至564亿美元，占该国出口总额的49%。 https://slicast.com/ko/article/tw9ip7 Slicast ko 2026-11-01T11:40:02.000Z 한국의 반도체 수출이 259% 급증해 564억 달러를 기록했으며, 이는 국가 전체 수출의 49%를 차지한다. https://slicast.com/article/orsbj7 Slicast en 2026-11-01T11:34:34.000Z An analysis argues that obscure neocloud lenders, not Nvidia, are where the AI bubble could burst first. https://slicast.com/zh/article/orsbj7 Slicast zh-cn 2026-11-01T11:34:34.000Z 分析认为，人工智能泡沫可能首先在一些鲜为人知的新云服务商贷款方身上破裂，而非英伟达。 https://slicast.com/ko/article/orsbj7 Slicast ko 2026-11-01T11:34:34.000Z AI 거품이 가장 먼저 터질 곳은 엔비디아가 아니라 잘 알려지지 않은 네오클라우드 대출기관들일 수 있다는 분석이 나왔다. https://slicast.com/article/1gabsbu Slicast en 2026-11-01T11:25:54.000Z Snowflake plans to invest $300 million in Saudi Arabia through 2030. https://slicast.com/zh/article/1gabsbu Slicast zh-cn 2026-11-01T11:25:54.000Z Snowflake计划到2030年在沙特阿拉伯投资3亿美元。 https://slicast.com/ko/article/1gabsbu Slicast ko 2026-11-01T11:25:54.000Z Snowflake는 2030년까지 사우디아라비아에 3억 달러를 투자할 계획이다. https://slicast.com/article/plrnxl Slicast en 2026-11-01T11:20:22.000Z An analysis finds that AI demand wants Bitcoin miners' power, but the contracts reveal who actually gets paid. https://slicast.com/zh/article/plrnxl Slicast zh-cn 2026-11-01T11:20:22.000Z 分析发现，人工智能需求看中比特币矿工的电力资源，但合同条款显示真正获利的是谁。 https://slicast.com/ko/article/plrnxl Slicast ko 2026-11-01T11:20:22.000Z AI 수요가 비트코인 채굴 기업의 전력을 원하지만, 실제 수익을 가져가는 쪽은 계약 내용을 보면 드러난다. https://slicast.com/article/1q2mvn3 Slicast en 2026-11-01T11:13:26.000Z AI infrastructure company Baseten is targeting a $30 billion valuation. https://slicast.com/zh/article/1q2mvn3 Slicast zh-cn 2026-11-01T11:13:26.000Z 人工智能基础设施公司Baseten的目标估值为300亿美元。 https://slicast.com/ko/article/1q2mvn3 Slicast ko 2026-11-01T11:13:26.000Z AI 인프라 기업 Baseten이 300억 달러 규모의 기업가치를 목표로 하고 있다. https://slicast.com/article/18xk5aj Slicast en 2026-11-01T11:01:12.000Z National Grid has struck a deal that paves the way for a giant data centre in the UK. https://slicast.com/zh/article/18xk5aj Slicast zh-cn 2026-11-01T11:01:12.000Z 英国国家电网达成一项协议，为英国一座大型数据中心扫清了道路。 https://slicast.com/ko/article/18xk5aj Slicast ko 2026-11-01T11:01:12.000Z National Grid가 영국 내 대형 데이터센터 건설의 길을 열어주는 계약을 체결했다. https://slicast.com/article/pn8z4k Slicast en 2026-11-01T11:01:00.000Z Tennessee has bet big on data centers, and the report asks what happens if the AI boom busts. https://slicast.com/zh/article/pn8z4k Slicast zh-cn 2026-11-01T11:01:00.000Z 田纳西州在数据中心上押下重注，该报道追问如果人工智能热潮破灭将会如何。 https://slicast.com/ko/article/pn8z4k Slicast ko 2026-11-01T11:01:00.000Z 테네시주는 데이터센터에 대규모로 투자해 왔으며, 이번 보고서는 AI 붐이 꺼질 경우 어떤 일이 벌어질지 묻고 있다. https://slicast.com/article/vpepsx Slicast en 2026-11-01T11:00:47.000Z An analysis argues that building maintenance challenges, beyond grid constraints, could put the data-center boom at risk. https://slicast.com/zh/article/vpepsx Slicast zh-cn 2026-11-01T11:00:47.000Z 分析认为，除电网约束之外，建筑维护方面的挑战可能使数据中心热潮面临风险。 https://slicast.com/ko/article/vpepsx Slicast ko 2026-11-01T11:00:47.000Z 데이터센터 붐은 전력망 제약 외에도 건물 유지보수 문제로 인해 위기에 처할 수 있다는 분석이 제기됐다. https://slicast.com/article/13vgaiu Slicast en 2026-11-01T10:27:39.000Z Nasdaq's 5.3% October drop was driven by AI capex fears, though the piece notes a history of 24% rebound years. https://slicast.com/zh/article/13vgaiu Slicast zh-cn 2026-11-01T10:27:39.000Z 纳斯达克在10月下跌5.3%，人工智能资本开支担忧是主要原因，但该报道指出历史上曾出现过24%的反弹年份。 https://slicast.com/ko/article/13vgaiu Slicast ko 2026-11-01T10:27:39.000Z 나스닥은 10월 5.3% 하락했으며, AI 설비투자 우려가 주요 원인으로 작용했다. 다만 해당 기사는 과거 24% 반등이 나타난 해가 있었다는 점도 짚었다. https://slicast.com/article/n4asbz Slicast en 2026-11-01T09:55:00.000Z Rural Taylor, Texas drew residents with its charms, and data centers have since followed. https://slicast.com/zh/article/n4asbz Slicast zh-cn 2026-11-01T09:55:00.000Z 得克萨斯州的乡村小镇泰勒市凭借其宜居魅力吸引了居民，此后数据中心也随之而来。 https://slicast.com/ko/article/n4asbz Slicast ko 2026-11-01T09:55:00.000Z Taylor, Texas의 한적한 시골 풍경은 주민들을 끌어들였고, 이후 데이터센터도 뒤따라 들어섰다. https://slicast.com/article/1fwz382 Slicast en 2026-11-01T09:29:37.000Z NAVER and Furiosa AI have each closed one of the two biggest AI funding rounds in Korea this week, according to the Wowtale startup roundup. https://slicast.com/zh/article/1fwz382 Slicast zh-cn 2026-11-01T09:29:37.000Z NAVER与Furiosa AI分别完成韩国本周规模最大的两笔人工智能融资之一，据Wowtale创业周报报道。 https://slicast.com/ko/article/1fwz382 Slicast ko 2026-11-01T09:29:37.000Z NAVER와 Furiosa AI가 이번 주 한국에서 가장 큰 AI 투자 유치 라운드 두 건을 각각 마무리했다고 Wowtale 스타트업 뉴스 정리에서 전했다. https://slicast.com/article/1ann46k Slicast en 2026-11-01T09:25:00.000Z Elon Musk claimed that SpaceX's two supercomputing centers together approach China's entire national AI compute capacity. https://slicast.com/zh/article/1ann46k Slicast zh-cn 2026-11-01T09:25:00.000Z 马斯克称，太空探索技术公司两座超级计算中心的算力已接近中国全国人工智能算力总量。 https://slicast.com/ko/article/1ann46k Slicast ko 2026-11-01T09:25:00.000Z Elon Musk는 SpaceX의 두 슈퍼컴퓨팅 센터를 합치면 중국의 국가 AI 연산 역량 전체에 근접한다고 주장했다. https://slicast.com/article/1fwtxul Slicast en 2026-11-01T09:18:57.000Z Google has entered a 3.6-GW power deal with Constellation Energy. https://slicast.com/zh/article/1fwtxul Slicast zh-cn 2026-11-01T09:18:57.000Z 谷歌与星座能源达成3.6吉瓦电力供应协议。 https://slicast.com/ko/article/1fwtxul Slicast ko 2026-11-01T09:18:57.000Z Google가 Constellation Energy와 3.6GW 규모의 전력 계약을 체결했다. https://slicast.com/article/1tqzzzl Slicast en 2026-11-01T09:13:10.000Z An analysis argues AI compute spending is shifting from accelerator cards alone toward balanced compute racks, with CPUs no longer a secondary component in AI servers. https://slicast.com/zh/article/1tqzzzl Slicast zh-cn 2026-11-01T09:13:10.000Z 一篇分析认为，AI算力投入正从只采购加速卡转向搭配均衡的算力机柜，CPU在AI服务器中已不再是配角。 https://slicast.com/ko/article/1tqzzzl Slicast ko 2026-11-01T09:13:10.000Z AI 컴퓨팅 투자가 가속기 카드 중심에서 균형 잡힌 컴퓨팅 랙 중심으로 옮겨가고 있으며, AI 서버에서 CPU가 더 이상 부차적인 구성 요소가 아니라는 분석이 제기됐다. https://slicast.com/article/g16pvl Slicast en 2026-11-01T08:46:58.000Z Samsung Lee's Japan visit yielded three packaging takeaways, according to a shattered.io analysis. https://slicast.com/zh/article/g16pvl Slicast zh-cn 2026-11-01T08:46:58.000Z Samsung Lee访问日本后的三项封装要点，据shattered.io分析。 https://slicast.com/ko/article/g16pvl Slicast ko 2026-11-01T08:46:58.000Z Samsung Lee의 일본 방문에서 패키징 관련 시사점 세 가지가 도출됐다고 shattered.io 분석이 전했다. https://slicast.com/article/8qrbyd Slicast en 2026-11-01T08:30:00.000Z China's CXMT has validated 4F² DRAM and targets year-end DDR5 server samples. https://slicast.com/zh/article/8qrbyd Slicast zh-cn 2026-11-01T08:30:00.000Z 长鑫存储称已验证4F²动态随机存取存储器，并以年底前交付DDR5服务器样品为目标。 https://slicast.com/ko/article/8qrbyd Slicast ko 2026-11-01T08:30:00.000Z CXMT가 4F² DRAM의 검증을 마쳤으며, 연말 DDR5 서버 샘플 출하를 목표로 하고 있다. https://slicast.com/article/1t8ntkl Slicast en 2026-11-01T08:22:09.000Z NVIDIA has revised its Rubin GPU specifications downward as production hardware begins shipping. https://slicast.com/zh/article/1t8ntkl Slicast zh-cn 2026-11-01T08:22:09.000Z 英伟达下调Rubin GPU规格，同时量产版硬件开始出货。 https://slicast.com/ko/article/1t8ntkl Slicast ko 2026-11-01T08:22:09.000Z NVIDIA가 양산 하드웨어 출하를 시작하면서 Rubin GPU 사양을 하향 조정했다. https://slicast.com/article/w55e0t Slicast en 2026-11-01T06:54:30.000Z CXMT has answered Micron's case against its 4F² DRAM and says the first 4F² samples will ship by year-end. https://slicast.com/zh/article/w55e0t Slicast zh-cn 2026-11-01T06:54:30.000Z 长鑫存储回应美光科技对其4F²动态随机存取存储器提出的主张，称首批4F²样品将于年底前出货。 https://slicast.com/ko/article/w55e0t Slicast ko 2026-11-01T06:54:30.000Z CXMT가 마이크론의 4F² DRAM 관련 소송에 답변했으며, 첫 4F² 샘플을 연말까지 출하할 예정이라고 밝혔다. https://slicast.com/article/10x3zze Slicast en 2026-11-01T06:46:09.000Z GE Vernova has reported an earnings beat, and Simply Wall St says the result will shape how investors value the stock. https://slicast.com/zh/article/10x3zze Slicast zh-cn 2026-11-01T06:46:09.000Z GE Vernova公布业绩超预期，Simply Wall St分析了此对投资者估值的影响。 https://slicast.com/ko/article/10x3zze Slicast ko 2026-11-01T06:46:09.000Z GE Vernova가 실적 상회를 발표했으며, Simply Wall St는 이번 결과가 투자자들의 주가 가치 평가 방식에 영향을 줄 것이라고 밝혔다. https://slicast.com/article/lipzl8 Slicast en 2026-11-01T05:28:29.000Z Rare Earth Exchanges links Anthropic's IPO to critical-minerals and AI supply-chain risk. https://slicast.com/zh/article/lipzl8 Slicast zh-cn 2026-11-01T05:28:29.000Z Rare Earth Exchanges 将 Anthropic 的首次公开募股与关键矿产和人工智能供应链风险联系在一起。 https://slicast.com/ko/article/lipzl8 Slicast ko 2026-11-01T05:28:29.000Z Rare Earth Exchanges, Anthropic의 IPO를 핵심 광물 및 AI 공급망 리스크와 연결해 보도 https://slicast.com/article/u7i1m Slicast en 2026-11-01T05:21:28.000Z Tohoku Electric Power has detailed its FY2026 first-half results and strategic energy initiatives. https://slicast.com/zh/article/u7i1m Slicast zh-cn 2026-11-01T05:21:28.000Z 东北电力公布了2026财年上半年业绩及战略能源举措。 https://slicast.com/ko/article/u7i1m Slicast ko 2026-11-01T05:21:28.000Z 도호쿠전력은 2026회계연도 상반기 실적과 전략적 에너지 사업 계획을 발표했다. https://slicast.com/article/hha0fp Slicast en 2026-11-01T05:20:47.000Z Hubbell raised its earnings guidance, and Simply Wall St examines what the upgrade means for shareholders. https://slicast.com/zh/article/hha0fp Slicast zh-cn 2026-11-01T05:20:47.000Z Hubbell 上调了盈利指引，Simply Wall St 分析了这一调整对股东意味着什么。 https://slicast.com/ko/article/hha0fp Slicast ko 2026-11-01T05:20:47.000Z Hubbell이 실적 가이던스를 상향 조정했으며, Simply Wall St가 이번 상향이 주주에게 갖는 의미를 살펴봤다. https://slicast.com/article/ksbpiz Slicast en 2026-11-01T05:09:42.000Z Antler and OpenAI are reportedly weighing investments in Nigeria's energy and AI infrastructure sectors. https://slicast.com/zh/article/ksbpiz Slicast zh-cn 2026-11-01T05:09:42.000Z 据报道，Antler 与 OpenAI 正考虑投资尼日利亚的能源和人工智能基础设施领域。 https://slicast.com/ko/article/ksbpiz Slicast ko 2026-11-01T05:09:42.000Z Antler와 OpenAI가 나이지리아의 에너지 및 AI 인프라 부문에 대한 투자를 검토 중인 것으로 전해졌다. https://slicast.com/article/1q7h0t Slicast en 2026-11-01T05:06:17.000Z CXMT has verified a prototype of its 4F²-based 6th-generation DRAM and is eyeing gradual mass production. https://slicast.com/zh/article/1q7h0t Slicast zh-cn 2026-11-01T05:06:17.000Z CXMT 已验证基于4F²结构的第六代DRAM原型，并计划逐步实现量产。 https://slicast.com/ko/article/1q7h0t Slicast ko 2026-11-01T05:06:17.000Z CXMT가 4F² 기반 6세대 DRAM 시제품의 성능을 검증했으며, 단계적 양산을 검토하고 있다. https://slicast.com/article/zcwqu9 Slicast en 2026-11-01T04:27:04.000Z Google Cloud reported Q3 2026 revenue of $30.709 billion, and NeoTeo breaks down what that figure includes. https://slicast.com/zh/article/zcwqu9 Slicast zh-cn 2026-11-01T04:27:04.000Z 谷歌云2026年第三季度营收为307.09亿美元（30.709B），NeoTeo 解析了该数字包含的内容。 https://slicast.com/ko/article/zcwqu9 Slicast ko 2026-11-01T04:27:04.000Z Google Cloud는 2026년 3분기 매출이 307억 900만 달러였다고 발표했으며, NeoTeo가 이 수치에 포함된 항목을 분석했다. https://slicast.com/article/1ojz1g4 Slicast en 2026-11-01T04:27:04.000Z NeoTeo outlines CXMT's production plan for HBM3E, its AI memory product. https://slicast.com/zh/article/1ojz1g4 Slicast zh-cn 2026-11-01T04:27:04.000Z NeoTeo 梳理了 CXMT 的 HBM3E 人工智能内存量产计划。 https://slicast.com/ko/article/1ojz1g4 Slicast ko 2026-11-01T04:27:04.000Z NeoTeo, CXMT의 AI 메모리 제품인 HBM3E 생산 계획을 발표했다. https://slicast.com/article/dy700y Slicast en 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. https://slicast.com/zh/article/dy700y Slicast zh-cn 2026-11-01T04:13:00.000Z Motley Fool 称 CXMT 的销售额增长超过七倍，并认为投资者现在应买入美光股票。 https://slicast.com/ko/article/dy700y Slicast ko 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. Wait, I need to correct that: the translation should be the Korean text only. Motley Fo https://slicast.com/article/104izhn Slicast en 2026-11-01T03:50:07.000Z Simply Wall St examines what AMD's win of a private AI build means for the company. https://slicast.com/zh/article/104izhn Slicast zh-cn 2026-11-01T03:50:07.000Z Simply Wall St 分析了AMD赢得一个私有人工智能建设项目意味着什么。 https://slicast.com/ko/article/104izhn Slicast ko 2026-11-01T03:50:07.000Z Simply Wall St가 AMD의 비공개 AI 구축 사업 수주가 회사에 어떤 의미를 갖는지 살펴봅니다. https://slicast.com/article/1j0nht0 Slicast en 2026-11-01T03:35:47.000Z Crypto Briefing, citing a16z data, shows AI token spending rose 122% to 160% while token prices fell 67%. https://slicast.com/zh/article/1j0nht0 Slicast zh-cn 2026-11-01T03:35:47.000Z Crypto Briefing 援引 a16z 数据显示，AI Token支出增长122%至160%，而Token价格下降了67%。 https://slicast.com/ko/article/1j0nht0 Slicast ko 2026-11-01T03:35:47.000Z Crypto Briefing은 a16z 데이터를 인용해, AI 토큰 지출이 122%에서 160%까지 증가한 반면 토큰 가격은 67% 하락했다고 보도했다. https://slicast.com/article/8q0b0f Slicast en 2026-11-01T03:32:27.000Z Anthropic has submitted IPO registration documents to list on Nasdaq under the ticker 'ANT'. https://slicast.com/zh/article/8q0b0f Slicast zh-cn 2026-11-01T03:32:27.000Z Anthropic 已提交首次公开募股注册文件，拟在纳斯达克以股票代码「ANT」上市。 https://slicast.com/ko/article/8q0b0f Slicast ko 2026-11-01T03:32:27.000Z Anthropic은 나스닥 상장을 위해 'ANT' 티커로 기업공개(IPO) 등록 서류를 제출했다. https://slicast.com/article/1ove1in Slicast en 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. https://slicast.com/zh/article/1ove1in Slicast zh-cn 2026-11-01T03:16:53.000Z 据 shattered.io 报道，英伟达已将 Vera Rubin 平台的 HBM4 带宽下调13%。 https://slicast.com/ko/article/1ove1in Slicast ko 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. Wait, I need to correct that: the translation should be in Korean, with company names, ticke https://slicast.com/article/15rdlbg Slicast en 2026-11-01T03:01:10.000Z BigGo Finance reports that AI computing demand is driving a surge in electricity use and that Chinese power equipment makers posted robust Q3 earnings. https://slicast.com/zh/article/15rdlbg Slicast zh-cn 2026-11-01T03:01:10.000Z BigGo Finance 报道，人工智能算力推动用电需求激增，中国电力设备制造商第三季度业绩表现强劲。 https://slicast.com/ko/article/15rdlbg Slicast ko 2026-11-01T03:01:10.000Z BigGo Finance는 AI 컴퓨팅 수요가 전력 사용량의 급증을 이끌고 있으며, 중국 전력설비 제조사들이 3분기 실적에서 견조한 성과를 기록했다고 보도했다. https://slicast.com/article/1o1bare Slicast en 2026-11-01T03:00:28.000Z As first production hardware begins shipping, Nvidia has updated some specifications for its Rubin GPU platforms, according to ServeTheHome. https://slicast.com/zh/article/1o1bare Slicast zh-cn 2026-11-01T03:00:28.000Z 据 ServeTheHome 报道，随着首批量产硬件开始出货，英伟达更新了部分 Rubin GPU 规格。 https://slicast.com/ko/article/1o1bare Slicast ko 2026-11-01T03:00:28.000Z 엔비디아가 ServeTheHome에 따르면 첫 양산 하드웨어 출하가 시작되면서 Rubin GPU 플랫폼의 일부 사양을 업데이트했다. https://slicast.com/article/1gdm5aw Slicast en 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. https://slicast.com/zh/article/1gdm5aw Slicast zh-cn 2026-11-01T02:38:46.000Z 据 ET Datacenters 报道，鸿海正在探索与 OpenAI 建立新的人工智能硬件合作。 https://slicast.com/ko/article/1gdm5aw Slicast ko 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. Translation: 폭스콘은 ET Datacenters 보도에 따르면 OpenAI와 새로운 AI 하드웨어 협력을 검토 중이다. https://slicast.com/article/heef3q Slicast en 2026-11-01T02:26:18.000Z Broadcom has reportedly cautioned investors not to rely on its $73 billion AI backlog. https://slicast.com/zh/article/heef3q Slicast zh-cn 2026-11-01T02:26:18.000Z 据报道，博通提醒投资者不要过度依赖其730亿美元（$73 billion）的人工智能订单积压。 https://slicast.com/ko/article/heef3q Slicast ko 2026-11-01T02:26:18.000Z Broadcom이 투자자들에게 730억 달러 규모의 AI 수주잔고를 과도하게 신뢰하지 말 것을 경고한 것으로 전해졌다. https://slicast.com/article/1387gmn Slicast en 2026-11-01T02:13:02.000Z Semivision analyzes Intel's EMIB yield challenges and cloud service provider capital spending as structural shifts in AI advanced packaging. https://slicast.com/zh/article/1387gmn Slicast zh-cn 2026-11-01T02:13:02.000Z Semivision 分析了英特尔 EMIB 的良率挑战与云服务商资本支出，认为这正在重塑人工智能先进封装供应链。 https://slicast.com/ko/article/1387gmn Slicast ko 2026-11-01T02:13:02.000Z Semivision은 인텔의 EMIB 수율 과제와 클라우드 서비스 제공업체의 설비투자를 AI 첨단 패키징의 구조적 변화로 분석한다. https://slicast.com/article/pe01vl Slicast en 2026-11-01T02:01:04.000Z Global Data Center Hub reports Mubbadrah's roughly $3 billion Oman plan, alongside Broadcom's $63 billion chip SPV and Meta's $37.5 billion raise. https://slicast.com/zh/article/pe01vl Slicast zh-cn 2026-11-01T02:01:04.000Z Global Data Center Hub 报道，Mubbadrah 在阿曼的约30亿美元计划，同时还涉及博通630亿美元的芯片特殊目的公司以及 Meta 375亿美元的融资。 https://slicast.com/ko/article/pe01vl Slicast ko 2026-11-01T02:01:04.000Z Global Data Center Hub, Mubbadrah의 약 30억 달러 규모 오만 계획, Broadcom의 630억 달러 칩 SPV, Meta의 375억 달러 자금 조달을 보도했다. https://slicast.com/article/1awvsq5 Slicast en 2026-11-01T01:49:41.000Z The US accuses ex-Megaspeed executive Alice Huang, who is linked to Nvidia CEO Jensen Huang, of spying for China, and Trump says Washington is looking 'closely' at the report. https://slicast.com/zh/article/1awvsq5 Slicast zh-cn 2026-11-01T01:49:41.000Z 美国指控与英伟达首席执行官黄仁勋有关联的Megaspeed前高管Alice Huang为中国从事间谍活动，特朗普表示美方正在「密切」关注该报道。 https://slicast.com/ko/article/1awvsq5 Slicast ko 2026-11-01T01:49:41.000Z 미국은 Nvidia CEO 젠슨 황과 연관된 전 Megaspeed 임원 Alice Huang이 중국을 위해 스파이 활동을 했다고 주장하고 있으며, 트럼프 대통령은 워싱턴이 해당 보도를 "면밀히" 살펴보고 있다고 밝혔다. https://slicast.com/article/12c3j7m Slicast en 2026-11-01T01:38:35.000Z MARA's stock surged despite a deep quarterly loss, with the CEO saying the company is 'no longer simply a bitcoin miner'. https://slicast.com/zh/article/12c3j7m Slicast zh-cn 2026-11-01T01:38:35.000Z MARA 股价在季度大额亏损的情况下仍然上涨，首席执行官表示公司「不再仅仅是一家比特币矿企」。 https://slicast.com/ko/article/12c3j7m Slicast ko 2026-11-01T01:38:35.000Z MARA의 주가는 분기 대규모 적자에도 불구하고 급등했으며, 최고경영자는 회사가 "더 이상 단순한 비트코인 채굴 기업이 아니다"라고 말했다. https://slicast.com/commentary/intel-2026-10-31 Slicast en 2026-10-31T22:01:46.591Z Intel Latest News, October 2026: 28.6% Single-Day Stock Crash, Israel Fab Disruption, and Foundry Outlook https://slicast.com/zh/commentary/intel-2026-10-31 Slicast zh-cn 2026-10-31T22:01:46.591Z 英特尔最新动态，2026年10月：股价单日暴跌28.6%、以色列晶圆厂爆炸与代工业务进展 https://slicast.com/commentary/nextdc-2026-10-31 Slicast en 2026-10-31T21:47:15.419Z NEXTDC Melbourne Setback and Record Contracts, October 2026 https://slicast.com/zh/commentary/nextdc-2026-10-31 Slicast zh-cn 2026-10-31T21:47:15.419Z NEXTDC墨尔本项目受阻与创纪录合同：2026年10月动态 https://slicast.com/commentary/oklo-2026-10-31 Slicast en 2026-10-31T21:37:44.893Z Oklo (OKLO) Stock, October 2026: -5.8% Session as SMR Sector Diverges https://slicast.com/zh/commentary/oklo-2026-10-31 Slicast zh-cn 2026-10-31T21:37:44.893Z Oklo (OKLO) 2026年10月股价：单日跌幅5.8%，SMR板块走势现分化 https://slicast.com/commentary/terawulf-2026-10-31 Slicast en 2026-10-31T20:47:36.145Z TeraWulf (WULF) Stock, October 2026: The 8% Drop and the 1 GW Muskie Expansion https://slicast.com/zh/commentary/terawulf-2026-10-31 Slicast zh-cn 2026-10-31T20:47:36.145Z TeraWulf（WULF）股票2026年10月：-8%跌幅与1吉瓦Muskie扩容 https://slicast.com/commentary/iren-2026-10-31 Slicast en 2026-10-31T20:38:28.164Z IREN Stock, October 2026: Sector-Wide Neocloud Selloff Tests a $3 Billion Capex Bet https://slicast.com/zh/commentary/iren-2026-10-31 Slicast zh-cn 2026-10-31T20:38:28.164Z IREN股价 2026年10月：新云板块系统性抛售考验30亿美元资本支出押注 https://slicast.com/commentary/applied-digital-2026-10-31 Slicast en 2026-10-31T20:24:12.243Z Applied Digital (APLD) Stock, October 2026: Financing Pressure Versus a $36 Billion Contract Base https://slicast.com/zh/commentary/applied-digital-2026-10-31 Slicast zh-cn 2026-10-31T20:24:12.243Z Applied Digital（APLD）2026年10月股价：融资压力与360亿美元合同积压的博弈