https://slicast.com/article/1dierq0 Slicast en 2026-10-15T21:11:00.000Z Nvidia's NVHBM Moves Memory Control Into the HBM Base Die https://slicast.com/zh/article/1dierq0 Slicast zh-cn 2026-10-15T21:11:00.000Z NVIDIA NVHBM 技术公开:将内存控制器迁入 HBM 基座芯片,带宽提升30%、功耗降低15% https://slicast.com/ko/article/1dierq0 Slicast ko 2026-10-15T21:11:00.000Z Nvidia의 NVHBM, 메모리 제어 기능을 HBM 베이스 다이로 이전 https://slicast.com/article/1oii7hd Slicast en 2026-10-15T21:08:00.000Z Hyperscaler AI Capex 2026: Four Spenders and a $700 Billion-Plus Year https://slicast.com/zh/article/1oii7hd Slicast zh-cn 2026-10-15T21:08:00.000Z 超大规模厂商2026年 AI 资本开支汇总:五巨头合计 $7750-8000亿,Amazon 单家达 $2200亿 https://slicast.com/ko/article/1oii7hd Slicast ko 2026-10-15T21:08:00.000Z 하이퍼스케일러 AI 설비투자 2026: 4대 지출 기업과 7,000억 달러 이상의 해 https://slicast.com/article/j94y10 Slicast en 2026-10-15T21:07:00.000Z $15 Billion Data Center Project in Texas 2026: 24,000-Acre AI Campus, 1 GW Power & Multiple Job Opportunities https://slicast.com/zh/article/j94y10 Slicast zh-cn 2026-10-15T21:07:00.000Z 德克萨斯州西部 $150亿/1GW AI 超级园区亮相:24,000英亩沙漠,穹顶建筑,闭环供水 https://slicast.com/ko/article/j94y10 Slicast ko 2026-10-15T21:07:00.000Z 텍사스 150억 달러 규모 데이터센터 프로젝트 2026: 24,000에이커 AI 캠퍼스, 1GW 전력 및 다수의 일자리 창출 https://slicast.com/article/1djcb04 Slicast en 2026-10-15T21:06:00.000Z CRWV, NBIS, IREN Stocks Extend Slide Overnight; Retail Eyes the Dip as CoreWeave CEO Says Market Acting 'Irrationally' https://slicast.com/zh/article/1djcb04 Slicast zh-cn 2026-10-15T21:06:00.000Z Wedbush Dan Ives 反驳 Gartner:AI 基础设施恐慌"过头了";ARK Invest 逆势买入 CRWV $1,470万 https://slicast.com/ko/article/1djcb04 Slicast ko 2026-10-15T21:06:00.000Z CRWV, NBIS, IREN 주가 밤사이 하락 지속… 개인투자자들 조정 매수 노려, CoreWeave CEO "시장이 비합리적으로 움직이고 있다" https://slicast.com/article/1dnloc5 Slicast en 2026-10-15T21:05:00.000Z Modal Closes $750M Series D Led by Accel at $15.75B Valuation, Crosses $1B ARR https://slicast.com/zh/article/1dnloc5 Slicast zh-cn 2026-10-15T21:05:00.000Z Modal 完成 $7.5亿 D 轮融资,估值 $157.5亿,ARR 突破 $10亿,年增长15倍 https://slicast.com/ko/article/1dnloc5 Slicast ko 2026-10-15T21:05:00.000Z Modal, Accel 주도로 7억 5천만 달러 규모 시리즈 D 마감… 기업가치 157억 5천만 달러, ARR 10억 달러 돌파 https://slicast.com/article/fbvhxy Slicast en 2026-10-15T21:04:00.000Z Nvidia-Backed Firmus Scraps $5B Australian IPO on Poor Demand https://slicast.com/zh/article/fbvhxy Slicast zh-cn 2026-10-15T21:04:00.000Z Nvidia 支持的澳大利亚新云公司 Firmus 紧急撤回 $50亿 IPO,转向私募融资最多 $30亿 https://slicast.com/ko/article/fbvhxy Slicast ko 2026-10-15T21:04:00.000Z Nvidia 지원 기업 Firmus, 수요 부진으로 50억 달러 규모 호주 IPO 철회 https://slicast.com/article/1ma070y Slicast en 2026-10-15T21:03:00.000Z IREN Dips Further After SemiAnalysis Flags Issues With Legacy British Columbia Data Centers https://slicast.com/zh/article/1ma070y Slicast zh-cn 2026-10-15T21:03:00.000Z IREN 遭双重打击:SemiAnalysis "最差数据中心"报告在先,Gartner 余震叠加,周内累计回撤逾30% https://slicast.com/ko/article/1ma070y Slicast ko 2026-10-15T21:03:00.000Z IREN, SemiAnalysis, British Columbia 유지 — IREN, SemiAnalysis의 레거시 British Columbia 데이터센터 문제 지적에 추가 하락 https://slicast.com/article/94et2h Slicast en 2026-10-15T21:02:00.000Z Traders Pile Into 'Bubble Puts' on CoreWeave as Neocloud Stocks Plunge https://slicast.com/zh/article/94et2h Slicast zh-cn 2026-10-15T21:02:00.000Z CoreWeave 单日跌15.5%、债券收益率飙至15.77%:信用市场正在对重资产 neocloud 定价"违约溢价" https://slicast.com/ko/article/94et2h Slicast ko 2026-10-15T21:02:00.000Z Traders Pile Into 'Bubble Puts' on CoreWeave as Neocloud Stocks Plunge Wait, I need to correct my approach: the instructions require translation into Korean, so here is the translation: 트레이더들, 네오클라우 https://slicast.com/commentary/coreweave-2026-10-15 Slicast en 2026-10-15T20:47:03.250Z CoreWeave Credit Risk, October 2026: CDS Markets Price 60% Default Probability https://slicast.com/zh/commentary/coreweave-2026-10-15 Slicast zh-cn 2026-10-15T20:47:03.250Z CoreWeave信用风险，2026年10月：CDS定价隐含60%违约概率