https://slicast.com/article/xhu758 Slicast en 2026-11-12T13:06:32.000Z Nebius shares fell about 10% after the company issued a weak 2026 outlook alongside a sharp rise in planned capex. https://slicast.com/zh/article/xhu758 Slicast zh-cn 2026-11-12T13:06:32.000Z Nebius股价下跌约10%,此前公司发布了疲软的2026年业绩指引,同时计划资本支出大幅增加。 https://slicast.com/ko/article/xhu758 Slicast ko 2026-11-12T13:06:32.000Z Nebius 주가는 회사가 2026년 실적 전망을 부진하게 제시하고 계획된 자본지출(capex)을 크게 늘린다고 발표한 뒤 약 10% 하락했다. https://slicast.com/article/rsypew Slicast en 2026-11-12T12:46:00.000Z CoreWeave reported a strong quarter, and its shares lifted the Nasdaq about 1.6%. https://slicast.com/zh/article/rsypew Slicast zh-cn 2026-11-12T12:46:00.000Z CoreWeave公布了强劲的季度业绩,其股价带动纳斯达克指数上涨约1.6%。 https://slicast.com/ko/article/rsypew Slicast ko 2026-11-12T12:46:00.000Z CoreWeave, 분기 실적이 강세를 보이며 주가가 나스닥을 약 1.6% 끌어올렸다. https://slicast.com/article/1y5jkkv Slicast en 2026-11-12T12:26:49.000Z UK AI inference chip startup Fractile raised $720M in a Series C at a reported $7B valuation, with no chip shipped yet. The UK government's Sovereign AI fund and the British Business Bank participated https://slicast.com/zh/article/1y5jkkv Slicast zh-cn 2026-11-12T12:26:49.000Z 英国AI推理芯片初创公司Fractile完成7.2亿美元C轮融资，估值据报道为70亿美元，目前尚未出货任何芯片。英国政府的主权AI基金和英国商业银行（British Business Bank）参与了此轮融资。 https://slicast.com/ko/article/1y5jkkv Slicast ko 2026-11-12T12:26:49.000Z 영국 AI 추론 칩 스타트업 Fractile가 시리즈 C에서 7억 2천만 달러를 조달했으며, 보고된 기업가치는 70억 달러다. 아직 출시된 칩은 없다. 영국 정부의 Sovereign AI 펀드와 British Business Bank가 이번 투자에 참여했다. https://slicast.com/article/1y665x2 Slicast en 2026-11-12T12:24:00.000Z WSJ reports, in an exclusive, that Nvidia is preparing to oust CEO Jensen Huang. Other outlets say the board is weighing a temporary CEO and has started a search for a replacement, though it has not y https://slicast.com/zh/article/1y665x2 Slicast zh-cn 2026-11-12T12:24:00.000Z 《华尔街日报》独家报道称,英伟达(Nvidia)正准备罢免首席执行官黄仁勋(Jensen Huang)。其他媒体称,董事会正在考虑任命临时CEO,并已开始物色接任人选,但尚未决定是否撤换他。消息传出后,英伟达股价大幅下跌。 https://slicast.com/ko/article/1y665x2 Slicast ko 2026-11-12T12:24:00.000Z WSJ는 단독 보도를 통해 엔비디아가 젠슨 황 CEO를 해임할 준비를 하고 있다고 전했다. 다른 매체들은 이사회가 임시 CEO 체제를 검토하고 후임자 물색에 착수했으나, 그를 해임할지는 아직 결정하지 않았다고 보도했다. 이러한 보도가 나오면서 엔비디아 주가는 급락했다. https://slicast.com/article/1gaub5d Slicast en 2026-11-12T10:59:00.000Z Nvidia's board is weighing a temporary CEO and has started searching for a potential replacement following the controversy around Jensen Huang, but it has not yet decided whether to remove him. https://slicast.com/zh/article/1gaub5d Slicast zh-cn 2026-11-12T10:59:00.000Z 英伟达董事会正在考虑临时任命CEO，并已开始物色潜在的接任人选，此前黄仁勋陷入争议，但董事会尚未决定是否将其免职。 https://slicast.com/ko/article/1gaub5d Slicast ko 2026-11-12T10:59:00.000Z Nvidia 이사회는 젠슨 황을 둘러싼 논란 이후 임시 CEO 체제를 검토하고 있으며 잠재적 후임자 물색에도 착수했으나, 그를 교체할지에 대해서는 아직 결정을 내리지 않았다. https://slicast.com/article/3mjsrb Slicast en 2026-11-11T21:12:00.000Z EIA: AI Data Centers Drive Record US Power Demand 2026-2027 https://slicast.com/zh/article/3mjsrb Slicast zh-cn 2026-11-11T21:12:00.000Z EIA:AI 数据中心驱动美国电力需求 2026–2027 连续创历史纪录,核电采购竞赛升温 https://slicast.com/ko/article/3mjsrb Slicast ko 2026-11-11T21:12:00.000Z EIA: AI 데이터센터, 2026~2027년 미국 전력 수요 사상 최고치 견인 https://slicast.com/article/1flvxui Slicast en 2026-11-11T21:11:00.000Z Hut 8 details strategy shift to AI data center leases in Q3 call; Alaska approves 50-year land lease for large natural gas-powered data center https://slicast.com/zh/article/1flvxui Slicast zh-cn 2026-11-11T21:11:00.000Z Hut 8 Corpus Christi 园区现有租户追加 352MW 二期合约,阿拉斯加批准北坡 50 年土地租约 https://slicast.com/ko/article/1flvxui Slicast ko 2026-11-11T21:11:00.000Z Hut 8, Q3 실적 발표에서 AI 데이터센터 임대 중심으로 전략 전환 세부 내용 공개; 알래스카, 대형 천연가스 발전 데이터센터 대상 50년 토지 임대 승인 https://slicast.com/article/1fgf5nj Slicast en 2026-11-11T21:10:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-11-11T21:10:00.000Z 超大规模厂商 2026 年合计资本开支约 $7,300 亿,微软/Meta/Oracle 11 月初集中发债 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-11-11T21:10:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 도달, 아마존 2,200억 달러로 상향 https://slicast.com/article/1e5xdtp Slicast en 2026-11-11T21:09:00.000Z Meta head of infrastructure will leave and be succeeded by former AWS cloud exec https://slicast.com/zh/article/1e5xdtp Slicast zh-cn 2026-11-11T21:09:00.000Z Meta 基础设施负责人 Santosh Janardhan 2027 年初离职,由前 AWS 高管 Dave Brown 接任 https://slicast.com/ko/article/1e5xdtp Slicast ko 2026-11-11T21:09:00.000Z Meta 인프라 책임자 퇴임, 후임에 전 AWS 클라우드 임원 선임 https://slicast.com/article/gc98sx Slicast en 2026-11-11T21:08:00.000Z HBM4 and Fab Limits Prevent 1,000 Vera Rubin Racks Per Day in 2026 or 2027 https://slicast.com/zh/article/gc98sx Slicast zh-cn 2026-11-11T21:08:00.000Z NVIDIA Vera Rubin 量产出货,HBM4 供应挤压至少延续至 2027 年中 https://slicast.com/ko/article/gc98sx Slicast ko 2026-11-11T21:08:00.000Z HBM4 및 팹 한계로 2026년 또는 2027년 하루 1,000개 Vera Rubin 랙 생산 불가 https://slicast.com/article/7c1i28 Slicast en 2026-11-11T21:06:00.000Z Congress's Permitting Bill Is a 'Massive Giveaway' to the AI Data Center Industry, Critics Warn https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-11T21:06:00.000Z 2026 中期选举 41 项数据中心议案 40 项受限,国会许可法案遭批"行业大礼包" https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-11T21:06:00.000Z 의회의 인허가 법안, AI 데이터센터 산업에 "막대한 특혜"라고 비판론자들 경고 https://slicast.com/article/89sdbh Slicast en 2026-11-11T21:05:00.000Z CoreWeave and IREN Stocks Face Pressure as Microsoft Reassesses Its Computing Deals https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-11T21:05:00.000Z Microsoft 重新审视 Neocloud 合约,IREN $97 亿合同不变但设计变更推迟营收节点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-11T21:05:00.000Z CoreWeave·IREN 주가 하락 압력…마이크로소프트, 컴퓨팅 계약 재검토 https://slicast.com/article/grbyr1 Slicast en 2026-11-11T21:04:00.000Z Anthropic IPO oversubscribed several times ahead of record $90 billion listing https://slicast.com/zh/article/grbyr1 Slicast zh-cn 2026-11-11T21:04:00.000Z Anthropic IPO 路演多倍超额认购,目标估值逾 $1.4 万亿,定价 11/18、开盘 11/19 https://slicast.com/ko/article/grbyr1 Slicast ko 2026-11-11T21:04:00.000Z Anthropic IPO, 대형 상장 앞두고 청약 수요 수 배 초과... 900억 달러 규모 기록 경신 전망 https://slicast.com/article/czmx9w Slicast en 2026-11-11T21:03:00.000Z Nebius Stock (NBIS https://slicast.com/zh/article/czmx9w Slicast zh-cn 2026-11-11T21:03:00.000Z Nebius 今日盘前公布 Q3 财报,市场预期营收 $9.70 亿(同比+563%),期权隐含波动率达 17% https://slicast.com/ko/article/czmx9w Slicast ko 2026-11-11T21:03:00.000Z Nebius 주가 (NBIS https://slicast.com/article/1p41w7p Slicast en 2026-11-11T21:02:00.000Z Micron Soars 10%, SK Hynix Up 9% as CoreWeave Raises Outlook on "A Breakout Quarter" https://slicast.com/zh/article/1p41w7p Slicast zh-cn 2026-11-11T21:02:00.000Z CoreWeave 财报引爆 Neocloud 全线反弹:Nebius +15%、Oracle +9%、Micron +10%、AMD +8% https://slicast.com/ko/article/1p41w7p Slicast ko 2026-11-11T21:02:00.000Z Micron 10% 급등, SK하이닉스 9% 상승… CoreWeave, "돌파구 같은 분기"에 실적 전망 상향 https://slicast.com/article/dlya6w Slicast en 2026-11-11T21:01:00.000Z CoreWeave soars 26% as CEO reaffirms AI compute demand after strong Q3 report https://slicast.com/zh/article/dlya6w Slicast zh-cn 2026-11-11T21:01:00.000Z CoreWeave Q3 营收 $36.6 亿、同比+168%,全年指引上调至 $130–133 亿,股价单日涨 24.71% https://slicast.com/ko/article/dlya6w Slicast ko 2026-11-11T21:01:00.000Z CoreWeave, 3분기 실적 호조 속 CEO가 AI 컴퓨팅 수요를 재확인하며 26% 급등 https://slicast.com/commentary/oracle-2026-11-11 Slicast en 2026-11-11T21:00:13.349Z Oracle OCI: $20 Billion Capital Raise, AI Infrastructure Buildout, and Contract Headwinds, November 2026 https://slicast.com/zh/commentary/oracle-2026-11-11 Slicast zh-cn 2026-11-11T21:00:13.349Z 甲骨文OCI：200亿美元融资、AI基础设施扩张与合同逆风，2026年11月 https://slicast.com/commentary/intel-2026-11-11 Slicast en 2026-11-11T20:45:23.428Z Intel Stock, November 2026: +8% Rebound After a 53% Quarterly Decline https://slicast.com/zh/commentary/intel-2026-11-11 Slicast zh-cn 2026-11-11T20:45:23.428Z 英特尔股票2026年11月：季度跌幅53%背景下单日反弹8%的意义 https://slicast.com/commentary/applied-digital-2026-11-11 Slicast en 2026-11-11T20:36:13.309Z Applied Digital (APLD) Financing and CoreWeave Concentration, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-11 Slicast zh-cn 2026-11-11T20:36:13.309Z Applied Digital（APLD）融资缺口与CoreWeave集中风险，2026年11月 https://slicast.com/commentary/micron-2026-11-11 Slicast en 2026-11-11T20:24:00.156Z Micron Technology AI Memory Supply and CXMT Risk, November 2026 https://slicast.com/zh/commentary/micron-2026-11-11 Slicast zh-cn 2026-11-11T20:24:00.156Z 美光科技AI存储供应与长鑫存储竞争风险，2026年11月 https://slicast.com/brief/2026-11-12 Slicast en 2026-11-11T20:08:18.901Z Latest AI Infrastructure News: November 12, 2026 https://slicast.com/zh/brief/2026-11-12 Slicast zh-cn 2026-11-11T20:08:18.901Z AI 基础设施新闻早报 · 2026年11月12日 https://slicast.com/ko/brief/2026-11-12 Slicast ko 2026-11-11T20:08:18.901Z 최신 AI 인프라 뉴스 · 2026년 11월 12일 https://slicast.com/article/1yqs7yk Slicast en 2026-11-11T19:48:05.000Z Stocks climbed after CoreWeave's results eased concerns about AI spending, lifting AI infrastructure names. https://slicast.com/zh/article/1yqs7yk Slicast zh-cn 2026-11-11T19:48:05.000Z CoreWeave公布业绩后，市场对人工智能支出放缓的担忧有所缓解，股价因此上涨，带动人工智能基础设施板块走高。 https://slicast.com/ko/article/1yqs7yk Slicast ko 2026-11-11T19:48:05.000Z 주가는 CoreWeave의 실적 발표로 AI 투자에 대한 우려가 완화되면서 상승했고, 이에 AI 인프라 관련 종목들도 함께 올랐다. https://slicast.com/article/1nxsl3y Slicast en 2026-11-11T19:35:11.000Z The Ramp AI Index shows US corporate AI spending rose just 1.65 percent in October 2026 to a new high, with growth slowing while one percent of companies still drive 80 percent of revenue. https://slicast.com/zh/article/1nxsl3y Slicast zh-cn 2026-11-11T19:35:11.000Z Ramp AI Index显示，2026年10月美国企业人工智能支出创下新高，但增幅仅为1.65%，且仅1%的企业仍贡献了80%的收入。 https://slicast.com/ko/article/1nxsl3y Slicast ko 2026-11-11T19:35:11.000Z Ramp AI Index에 따르면 2026년 10월 미국 기업의 AI 지출은 1.65% 증가해 새로운 최고치를 기록했으나, 성장세는 둔화되고 있으며 여전히 1%의 기업이 매출의 80%를 견인하고 있다. https://slicast.com/article/n4ftp3 Slicast en 2026-11-11T18:44:00.000Z Data Center Cooling Market to Reach US$ 42 Bn by 2031, Growing at 16.5% CAGR as AI Racks Push Cooling From Air to Liquid: Wissen Research https://slicast.com/zh/article/n4ftp3 Slicast zh-cn 2026-11-11T18:44:00.000Z 数据中心冷却市场将于2031年达到420亿美元,年复合增长率16.5%,因AI机架推动冷却方式从风冷转向液冷:Wissen Research https://slicast.com/ko/article/n4ftp3 Slicast ko 2026-11-11T18:44:00.000Z 데이터센터 냉각 시장, AI 랙이 공랭에서 액랭으로 전환을 이끌며 2031년 420억 달러 도달 전망… 연평균 성장률 16.5%: Wissen Research https://slicast.com/article/1uvh4uv Slicast en 2026-11-11T18:00:00.000Z AirTrunk and European Energy have struck an agreement on a $1.5 billion clean power push. https://slicast.com/zh/article/1uvh4uv Slicast zh-cn 2026-11-11T18:00:00.000Z AirTrunk与European Energy就一项15亿美元的清洁电力计划达成协议。 https://slicast.com/ko/article/1uvh4uv Slicast ko 2026-11-11T18:00:00.000Z AirTrunk와 European Energy는 15억 달러 규모의 청정 전력 확대를 위한 계약을 체결했다. https://slicast.com/article/tfaawi Slicast en 2026-11-11T17:58:11.000Z Germany's E.ON is exploring former nuclear power plant sites as locations for AI data centres. https://slicast.com/zh/article/tfaawi Slicast zh-cn 2026-11-11T17:58:11.000Z 德国E.ON正在探索将已退役的核电站厂址用作人工智能数据中心选址。 https://slicast.com/ko/article/tfaawi Slicast ko 2026-11-11T17:58:11.000Z 독일의 E.ON이 AI 데이터센터 부지로 과거 원자력 발전소 부지를 검토하고 있다. https://slicast.com/article/14188gs Slicast en 2026-11-11T17:45:00.000Z WSJ reports that CoreWeave has found a workaround to its capital constraints, though the solution is described as only a temporary fix. https://slicast.com/zh/article/14188gs Slicast zh-cn 2026-11-11T17:45:00.000Z 《华尔街日报》报道称，CoreWeave找到了应对资本约束的变通办法，但这一方案被描述为暂时性的。 https://slicast.com/ko/article/14188gs Slicast ko 2026-11-11T17:45:00.000Z WSJ는 CoreWeave가 자본 제약을 우회할 방법을 찾았다고 보도했으나, 이 해법은 임시방편에 불과한 것으로 묘사됐다. https://slicast.com/article/1j0vvrt Slicast en 2026-11-11T17:15:20.000Z Nvidia has appointed a law firm to investigate reports of CEO Jensen Huang's affair with a suspected Chinese spy. https://slicast.com/zh/article/1j0vvrt Slicast zh-cn 2026-11-11T17:15:20.000Z 英伟达已聘请律师事务所，调查首席执行官黄仁勋与一名涉嫌为中国间谍的人员之间的婚外情指控。 https://slicast.com/ko/article/1j0vvrt Slicast ko 2026-11-11T17:15:20.000Z Nvidia가 CEO 젠슨 황의 중국 간첩 혐의자와의 불륜 의혹에 대한 보도를 조사하기 위해 법률 사무소를 선임했다. https://slicast.com/article/azprdk Slicast en 2026-11-11T17:13:28.000Z A consortium plans a 400MW hyperscale AI data center in Oman, and US cloud computing firm Crusoe has indicated interest as a potential off-taker for the project's data center capacity. https://slicast.com/zh/article/azprdk Slicast zh-cn 2026-11-11T17:13:28.000Z 一个财团计划在阿曼建设一座400兆瓦的超大规模人工智能数据中心，美国云计算公司Crusoe表示有意成为该项目数据中心容量的潜在承购方。 https://slicast.com/ko/article/azprdk Slicast ko 2026-11-11T17:13:28.000Z 컨소시엄은 오만에 400MW 규모의 하이퍼스케일 AI 데이터센터를 건설할 계획이며, 미국 클라우드 컴퓨팅 기업 Crusoe가 이 프로젝트의 데이터센터 용량에 대한 잠재적 오프테이커로서 관심을 표명했다. https://slicast.com/article/n6hjbm Slicast en 2026-11-11T17:13:19.000Z US officials are pushing to speed up grid connections for data centers as the buildout accelerates. https://slicast.com/zh/article/n6hjbm Slicast zh-cn 2026-11-11T17:13:19.000Z 美国官员正推动加快数据中心的电网接入，以配合人工智能数据中心建设提速。 https://slicast.com/ko/article/n6hjbm Slicast ko 2026-11-11T17:13:19.000Z 미국 당국은 데이터센터 구축이 가속화됨에 따라 데이터센터의 전력망 연결 절차를 앞당기기 위해 노력하고 있다. https://slicast.com/article/1y4t68m Slicast en 2026-11-11T17:11:23.000Z Ohio State University will migrate its infrastructure to Microsoft Azure under a five-year partnership. https://slicast.com/zh/article/1y4t68m Slicast zh-cn 2026-11-11T17:11:23.000Z 俄亥俄州立大学将根据一项为期五年的合作协议，把其基础设施迁移至微软Azure。 https://slicast.com/ko/article/1y4t68m Slicast ko 2026-11-11T17:11:23.000Z 오하이오주립대학교는 5년간의 파트너십에 따라 인프라를 Microsoft Azure로 이전할 예정이다. https://slicast.com/article/1xhkbe5 Slicast en 2026-11-11T17:07:19.000Z Constellation is pursuing hybrid capacity contracts that pair its existing nuclear fleet with batteries, generation and demand response, alongside nuclear uprates. https://slicast.com/zh/article/1xhkbe5 Slicast zh-cn 2026-11-11T17:07:19.000Z Constellation正推进混合容量合同，将其现有核电机组与电池、发电设施和需求响应相结合，同时推进核电机组功率提升项目。 https://slicast.com/ko/article/1xhkbe5 Slicast ko 2026-11-11T17:07:19.000Z Constellation은 기존 원전 설비에 배터리, 발전 및 수요 반응을 결합하는 하이브리드 용량 계약과 원전 출력 증강을 추진하고 있다. https://slicast.com/article/hleooi Slicast en 2026-11-11T16:40:59.000Z Lawmakers have called for a federal probe of Nvidia CEO Jensen Huang over an alleged affair with a Chinese spy and urged him to resign. https://slicast.com/zh/article/hleooi Slicast zh-cn 2026-11-11T16:40:59.000Z 议员们呼吁对英伟达首席执行官黄仁勋（Jensen Huang）涉嫌与一名中国间谍有婚外情一事展开联邦调查，并要求其辞职。 https://slicast.com/ko/article/hleooi Slicast ko 2026-11-11T16:40:59.000Z 국회의원들이 젠슨 황 엔비디아 CEO가 중국 간첩과 불륜 관계를 맺었다는 의혹과 관련해 연방 차원의 조사를 요구하고, 그에게 사임을 촉구했다. https://slicast.com/article/19y6vob Slicast en 2026-11-11T16:40:54.000Z BloombergNEF estimates that gas-fired power plants built to serve data centers will raise US power-sector emissions by 10%. https://slicast.com/zh/article/19y6vob Slicast zh-cn 2026-11-11T16:40:54.000Z 彭博新能源财经（BloombergNEF）预测，为满足数据中心需求而新建的燃气发电厂将使美国电力行业排放量增加10%。 https://slicast.com/ko/article/19y6vob Slicast ko 2026-11-11T16:40:54.000Z BloombergNEF는 데이터센터에 전력을 공급하기 위해 건설되는 가스발전소가 미국 전력 부문의 배출량을 10% 늘릴 것으로 추정했다. https://slicast.com/article/v61zqq Slicast en 2026-11-11T16:33:51.000Z TeraWulf's high-performance computing (HPC) business now generates 83% of its revenue, which the Futurum Group describes as the completion of its AI pivot. https://slicast.com/zh/article/v61zqq Slicast zh-cn 2026-11-11T16:33:51.000Z TeraWulf的高性能计算业务目前占其营收的83%，Futurum Group认为其人工智能转型已经完成。 https://slicast.com/ko/article/v61zqq Slicast ko 2026-11-11T16:33:51.000Z TeraWulf의 고성능 컴퓨팅(HPC) 사업은 현재 매출의 83%를 창출하고 있으며, Futurum Group은 이를 AI 전환의 완성으로 평가했다. https://slicast.com/article/1edk4xi Slicast en 2026-11-11T16:30:00.000Z Plaintiffs have filed a RICO racketeering lawsuit against OpenAI and Georgia county leaders over a $30 billion AI data center, alleging fraud and concealment through non-disclosure agreements (NDAs) a https://slicast.com/zh/article/1edk4xi Slicast zh-cn 2026-11-11T16:30:00.000Z 原告已对OpenAI及佐治亚州某县领导层提起RICO诉讼，指控其围绕一座耗资300亿美元的人工智能数据中心项目实施欺诈与隐瞒，涉及保密协议及误导性公开声明。 https://slicast.com/ko/article/1edk4xi Slicast ko 2026-11-11T16:30:00.000Z 원고 측이 OpenAI와 조지아주 카운티 지도자들을 상대로 300억 달러 규모 AI 데이터센터와 관련해 RICO(연방 조직범죄 처벌법) 위반 소송을 제기했다. 원고들은 비밀유지계약(NDA)과 오해의 소지가 있는 대외 발표를 통해 사기와 은폐가 이루어졌다고 주장하고 있다. https://slicast.com/article/bv04zc Slicast en 2026-11-11T16:29:00.000Z The Information reports that AI inference startups are quietly purchasing their own chips. https://slicast.com/zh/article/bv04zc Slicast zh-cn 2026-11-11T16:29:00.000Z 据The Information报道，人工智能推理初创企业正悄然自购芯片。 https://slicast.com/ko/article/bv04zc Slicast ko 2026-11-11T16:29:00.000Z AI 추론 스타트업들이 자체 칩을 조용히 구매하고 있다고 The Information이 보도했다. https://slicast.com/article/37ktpk Slicast en 2026-11-11T16:21:44.000Z Google-backed Tapestry has finished deploying its HyperQ AI platform for PJM's Cycle 1 interconnection review, and claims the process was completed 60 times faster than manual work. https://slicast.com/zh/article/37ktpk Slicast zh-cn 2026-11-11T16:21:44.000Z 谷歌支持的Tapestry已完成其HyperQ人工智能平台在PJM的Cycle 1并网审查中的部署，并称该流程比人工处理快60倍。 https://slicast.com/ko/article/37ktpk Slicast ko 2026-11-11T16:21:44.000Z Google 출자 기업 Tapestry가 PJM의 1차 계통연결 검토를 위한 HyperQ AI 플랫폼 배포를 완료했으며, 수작업 대비 해당 절차를 60배 빠르게 마쳤다고 밝혔다. https://slicast.com/article/1cb58v9 Slicast en 2026-11-11T16:14:44.000Z OpenAI's quarterly revenue has reportedly crossed $10 billion for the first time, according to TechCrunch. https://slicast.com/zh/article/1cb58v9 Slicast zh-cn 2026-11-11T16:14:44.000Z 据TechCrunch报道，OpenAI的季度营收据称首次突破100亿美元。 https://slicast.com/ko/article/1cb58v9 Slicast ko 2026-11-11T16:14:44.000Z OpenAI의 분기 매출이 처음으로 100억 달러를 넘어섰다고 TechCrunch가 보도했다. https://slicast.com/article/1dwat3z Slicast en 2026-11-11T16:14:26.000Z Taiwan's 'DRAM Godfather' argues that China's CXMT will flood the memory market with supply. https://slicast.com/zh/article/1dwat3z Slicast zh-cn 2026-11-11T16:14:26.000Z 台湾被誉为'存储芯片教父'的人物认为，中国CXMT（长鑫存储）将使大量产能涌入存储市场。 https://slicast.com/ko/article/1dwat3z Slicast ko 2026-11-11T16:14:26.000Z 대만의 'DRAM 대부'는 중국 CXMT가 메모리 시장에 공급 물량을 쏟아낼 것이라고 주장한다. https://slicast.com/article/10esnp3 Slicast en 2026-11-11T16:13:37.000Z Goodman NZ is exploring a data centre opportunity at Penrose, according to BusinessDesk. https://slicast.com/zh/article/10esnp3 Slicast zh-cn 2026-11-11T16:13:37.000Z 据BusinessDesk报道，古德曼集团新西兰分部正在评估其在Penrose的数据中心机会。 https://slicast.com/ko/article/10esnp3 Slicast ko 2026-11-11T16:13:37.000Z Goodman NZ는 BusinessDesk에 따르면 Penrose에서 데이터센터 사업 기회를 검토 중이다. https://slicast.com/article/ylrtzh Slicast en 2026-11-11T16:12:38.000Z Following its latest results, CoreWeave shares soared after the company eased investor fears about its debt, according to Bloomberg. https://slicast.com/zh/article/ylrtzh Slicast zh-cn 2026-11-11T16:12:38.000Z 在最新业绩公布后，CoreWeave股价大涨，此前投资者对其债务的担忧有所缓解，据彭博社报道。 https://slicast.com/ko/article/ylrtzh Slicast ko 2026-11-11T16:12:38.000Z CoreWeave 주가는 최근 실적 발표 이후 급등했으며, 회사가 부채에 대한 투자자들의 우려를 완화한 것으로 블룸버그가 보도했다. https://slicast.com/article/wqfr7c Slicast en 2026-11-11T16:11:44.000Z The University of Alabama is building a statewide High Performance Computing Center with Dell Technologies to provide advanced computing and data infrastructure for research and education. https://slicast.com/zh/article/wqfr7c Slicast zh-cn 2026-11-11T16:11:44.000Z 阿拉巴马大学正与戴尔科技合作，建设一座覆盖全州的高性能计算中心，为科研与教育提供先进的计算及数据基础设施。 https://slicast.com/ko/article/wqfr7c Slicast ko 2026-11-11T16:11:44.000Z The University of Alabama(앨라배마대학교)는 Dell Technologies와 함께 연구 및 교육을 위한 첨단 컴퓨팅 및 데이터 인프라를 제공하는 주 단위 고성능 컴퓨팅 센터(High Performance Computing Center)를 구축하고 있다. https://slicast.com/article/gh91bx Slicast en 2026-11-11T16:08:31.000Z TrendForce forecasts PC DRAM prices will rise 13–18% in 4Q26, while notebook sales sagged in 3Q26. https://slicast.com/zh/article/gh91bx Slicast zh-cn 2026-11-11T16:08:31.000Z TrendForce预测，2026年第四季度个人电脑用动态随机存取存储器价格将上涨13–18%，同时2026年第三季度笔记本电脑销量下滑。 https://slicast.com/ko/article/gh91bx Slicast ko 2026-11-11T16:08:31.000Z TrendForce는 2026년 4분기 PC D램 가격이 13~18% 상승할 것으로 전망했으며, 2026년 3분기 노트북 판매는 부진했다. https://slicast.com/article/rielyd Slicast en 2026-11-11T16:00:00.000Z FuelCell Energy has introduced a new testbed to advance power solutions for AI data centers. https://slicast.com/zh/article/rielyd Slicast zh-cn 2026-11-11T16:00:00.000Z FuelCell Energy推出了一个新的测试平台，旨在推动人工智能数据中心供电技术的发展。 https://slicast.com/ko/article/rielyd Slicast ko 2026-11-11T16:00:00.000Z FuelCell Energy, AI 데이터센터용 전력 솔루션 고도화를 위한 신규 테스트베드를 선보였다. https://slicast.com/article/1ynu5x2 Slicast en 2026-11-11T16:00:00.000Z Meta Wins CNCF End User Case Study Contest for Accelerating AI Infrastructure Deployments From Hours to Minutes https://slicast.com/zh/article/1ynu5x2 Slicast zh-cn 2026-11-11T16:00:00.000Z Meta荣获CNCF终端用户案例征文大赛奖项,其加速AI基础设施部署从数小时缩短至数分钟 https://slicast.com/ko/article/1ynu5x2 Slicast ko 2026-11-11T16:00:00.000Z Meta, CNCF 최종 사용자 사례 연구 공모전 수상…AI 인프라 배포 시간을 수 시간에서 수 분으로 단축 https://slicast.com/article/1hpytq3 Slicast en 2026-11-11T15:59:07.000Z AWS CEO Matt Garman says AI inference is still under 1% of its eventual scale. https://slicast.com/zh/article/1hpytq3 Slicast zh-cn 2026-11-11T15:59:07.000Z 亚马逊云科技首席执行官Matt Garman表示，人工智能推理目前仍不足其最终规模的1%。 https://slicast.com/ko/article/1hpytq3 Slicast ko 2026-11-11T15:59:07.000Z AWS CEO Matt Garman는 AI 추론이 최종 규모의 1% 미만에 머물러 있다고 말했다. https://slicast.com/article/bkuhk Slicast en 2026-11-11T15:55:00.000Z RUM Group reported a record $96.6M quarter, with Quake AI booking $68.2M in its first full period. https://slicast.com/zh/article/bkuhk Slicast zh-cn 2026-11-11T15:55:00.000Z RUM Group公布创纪录的9660万美元季度业绩，Quake AI在首个完整报告期录得6820万美元。 https://slicast.com/ko/article/bkuhk Slicast ko 2026-11-11T15:55:00.000Z RUM Group, 사상 최대 분기 매출 9,660만 달러 보고... Quake AI, 첫 전체 분기에 6,820만 달러 수주. Let me correct that to a clean translation: RUM Group, 사상 최고 분기 실적 9,660만 달러 발표... Quake AI, 첫 정식 분기에 6,820만 달러 계약 확보. https://slicast.com/article/1y65wot Slicast en 2026-11-11T15:52:42.000Z Japan Edge Data Center Services Market Size, Share, and https://slicast.com/zh/article/1y65wot Slicast zh-cn 2026-11-11T15:52:42.000Z 日本边缘数据中心服务市场规模、份额及 https://slicast.com/ko/article/1y65wot Slicast ko 2026-11-11T15:52:42.000Z Japan Edge Data Center Services Market Size, Share, and The source text is a truncated headline fragment. Translating it as-is: 일본 엣지 데이터센터 서비스 시장 규모, 점유율 및 https://slicast.com/article/alp14t Slicast en 2026-11-11T15:41:59.000Z Chosun Ilbo reports AI infrastructure is shifting toward LPDDR memory and CPUs to improve cost efficiency. https://slicast.com/zh/article/alp14t Slicast zh-cn 2026-11-11T15:41:59.000Z 报道称，人工智能基础设施正转向低功耗双倍速率内存和中央处理器（CPU），以提高成本效益。 https://slicast.com/ko/article/alp14t Slicast ko 2026-11-11T15:41:59.000Z 조선일보는 AI 인프라가 비용 효율성을 높이기 위해 LPDDR 메모리와 CPU 중심으로 옮겨가고 있다고 보도했다. https://slicast.com/article/mdacvl Slicast en 2026-11-11T15:37:45.000Z AWS will launch its first cloud infrastructure region in Chile, investing more than $4 billion. https://slicast.com/zh/article/mdacvl Slicast zh-cn 2026-11-11T15:37:45.000Z 亚马逊云科技（AWS）将在智利推出首个云基础设施区域，投资额超过40亿美元。 https://slicast.com/ko/article/mdacvl Slicast ko 2026-11-11T15:37:45.000Z AWS는 칠레에 첫 번째 클라우드 인프라 리전을 구축하며, 40억 달러 이상을 투자할 예정이다. https://slicast.com/article/149db7m Slicast en 2026-11-11T15:33:00.000Z Reuters reports that CoreWeave's results eased AI bubble fears, sparking a rally in AI cloud stocks and lifting Nvidia. https://slicast.com/zh/article/149db7m Slicast zh-cn 2026-11-11T15:33:00.000Z 路透社报道称，CoreWeave的业绩缓解了人工智能泡沫担忧，带动人工智能云股票上涨，并推动英伟达股价走高。 https://slicast.com/ko/article/149db7m Slicast ko 2026-11-11T15:33:00.000Z Reuters 보도에 따르면, CoreWeave의 실적이 AI 거품 우려를 완화하면서 AI 클라우드 관련 주식이 반등했고 Nvidia 주가도 상승했다. https://slicast.com/article/rqqumx Slicast en 2026-11-11T15:29:58.000Z London-based Fractile secured a €649 million Series C round at a reported $7 billion valuation to challenge Nvidia. https://slicast.com/zh/article/rqqumx Slicast zh-cn 2026-11-11T15:29:58.000Z 总部位于伦敦的Fractile获得6.49亿欧元C轮融资，据报道估值70亿美元，意在挑战英伟达。 https://slicast.com/ko/article/rqqumx Slicast ko 2026-11-11T15:29:58.000Z 런던에 본사를 둔 Fractile이 보도된 기업가치 70억 달러로 6억 4,900만 유로 규모의 시리즈 C 투자 유치에 성공하며 Nvidia에 도전장을 내밀었다. https://slicast.com/article/hsu7z9 Slicast en 2026-11-11T15:25:00.000Z Analyst Arthur Chiao says TSMC will not enter DRAM and warns that CXMT capacity could flood the market in two years. https://slicast.com/zh/article/hsu7z9 Slicast zh-cn 2026-11-11T15:25:00.000Z 分析师Arthur Chiao表示，台积电不会涉足动态随机存取存储器业务，并警告称两年内长鑫存储的产能可能引发市场供过于求。 https://slicast.com/ko/article/hsu7z9 Slicast ko 2026-11-11T15:25:00.000Z Analyst Arthur Chiao says TSMC will not enter DRAM and warns that CXMT capacity could flood the market in two years. Translation: 애널리스트 Arthur Chiao는 TSMC가 DRAM 사업에 진출하지 않을 것이라고 밝혔으며, CXMT의 생산능력이 2년 https://slicast.com/article/1ms4lkk Slicast en 2026-11-11T15:21:37.000Z SBS reports that about 10 trillion won worth of advanced chips was leaked to China, with a husband suspected of involvement. https://slicast.com/zh/article/1ms4lkk Slicast zh-cn 2026-11-11T15:21:37.000Z SBS报道称，约10万亿韩元的先进芯片据称被泄露至中国，一名丈夫被怀疑涉案。 https://slicast.com/ko/article/1ms4lkk Slicast ko 2026-11-11T15:21:37.000Z SBS는 약 10조 원 규모의 첨단 반도체가 중국으로 유출됐으며, 남편이 관련된 것으로 의심된다고 보도했다. https://slicast.com/article/1i4onj8 Slicast en 2026-11-11T15:15:01.000Z Shanghai Hejing (上海合晶) revised its private placement plan, dropping the working-capital top-up and adding 700 million yuan for 12-inch silicon wafers, with about 70% of the expansion funded by debt, m https://slicast.com/zh/article/1i4onj8 Slicast zh-cn 2026-11-11T15:15:01.000Z 上海合晶调整定增方案，取消补充流动资金项目，新增7亿元投入12英寸硅片扩产，扩产资金约七成依靠举债，主要来自银团贷款。 https://slicast.com/ko/article/1i4onj8 Slicast ko 2026-11-11T15:15:01.000Z 상하이 허징(Shanghai Hejing)은 사모 발행 계획을 수정하여 운전자본 보충 항목을 제외하고, 12인치 실리콘 웨이퍼 증설에 7억 위안을 추가했다. 증설 자금의 약 70%는 주로 신디케이트 은행 대출로 조달된다. https://slicast.com/article/m8eiij Slicast en 2026-11-11T15:05:33.000Z A report citing records says a China military-linked university bought Nvidia H200 chips despite being on the US blacklist. https://slicast.com/zh/article/m8eiij Slicast zh-cn 2026-11-11T15:05:33.000Z 一份援引记录的报道称，与军方有关联的中国大学尽管身处美国黑名单之列，仍购入了英伟达H200芯片。 https://slicast.com/ko/article/m8eiij Slicast ko 2026-11-11T15:05:33.000Z 미국 블랙리스트에 올라 있는 중국 군과 연계된 대학이 엔비디아 H200 칩을 구매했다고, 관련 기록을 인용한 보고서가 전했다. https://slicast.com/article/86lf70 Slicast en 2026-11-11T15:03:08.000Z Tom's Hardware reports SpaceX is developing a 'Kessel' rack-scale system with 72 Nvidia Rubin GPUs and an 84-layer PCB midplane for data centers in space. https://slicast.com/zh/article/86lf70 Slicast zh-cn 2026-11-11T15:03:08.000Z Tom's Hardware报道，SpaceX据称正在开发名为'Kessel'的机架级系统，搭载72颗英伟达Rubin图形处理器，并采用84层印刷电路板中板，用于太空数据中心。 https://slicast.com/ko/article/86lf70 Slicast ko 2026-11-11T15:03:08.000Z Tom's Hardware는 SpaceX가 우주 데이터센터를 위해 Nvidia Rubin GPU 72개와 84층 PCB 미드플레인을 탑재한 'Kessel' 랙 스케일 시스템을 개발 중이라고 보도했다. https://slicast.com/article/1r9qrez Slicast en 2026-11-11T14:58:00.000Z The Daily Caller reports that China continues to find ways around US chip export controls. https://slicast.com/zh/article/1r9qrez Slicast zh-cn 2026-11-11T14:58:00.000Z 该报道称，中国持续想方设法规避美国的芯片出口管制。 https://slicast.com/ko/article/1r9qrez Slicast ko 2026-11-11T14:58:00.000Z The Daily Caller는 중국이 미국의 반도체 수출 통제를 우회하는 방법을 계속 찾고 있다고 보도했다. https://slicast.com/article/1rzxfrz Slicast en 2026-11-11T14:40:08.000Z Bloomberg reports on global policies aimed at reducing data-center grid delays and lowering emissions. https://slicast.com/zh/article/1rzxfrz Slicast zh-cn 2026-11-11T14:40:08.000Z 彭博社报道称，全球各地正出台政策，旨在减少数据中心电网接入延误并降低排放。 https://slicast.com/ko/article/1rzxfrz Slicast ko 2026-11-11T14:40:08.000Z 블룸버그는 데이터센터의 전력망 연결 지연을 줄이고 배출량을 낮추기 위한 글로벌 정책들을 보도했다. https://slicast.com/article/1sbnfw8 Slicast en 2026-11-11T14:34:00.000Z Kraft Group plans a $16 billion data center campus in Sutton, Massachusetts, a 900MW project that would scale from two initial buildings to ten by 2033. https://slicast.com/zh/article/1sbnfw8 Slicast zh-cn 2026-11-11T14:34:00.000Z Kraft Group计划在马萨诸塞州萨顿镇建设一个投资160亿美元的数据中心园区，规模900兆瓦，并将从最初的两栋楼扩展到2033年前的十栋楼。 https://slicast.com/ko/article/1sbnfw8 Slicast ko 2026-11-11T14:34:00.000Z Kraft Group은 매사추세츠주 서튼(Sutton)에 160억 달러 규모의 데이터센터 캠퍼스를 계획하고 있으며, 이 프로젝트는 900MW 규모로 초기 건물 2개에서 2033년까지 10개 건물로 확장될 예정이다. https://slicast.com/article/274d76 Slicast en 2026-11-11T14:31:09.000Z Bloomberg reports Nvidia's bull case hinges on whether CEO Huang survives a China spy probe. https://slicast.com/zh/article/274d76 Slicast zh-cn 2026-11-11T14:31:09.000Z 彭博社报道称，英伟达的看涨逻辑取决于首席执行官黄仁勋能否度过一项中国间谍调查。 https://slicast.com/ko/article/274d76 Slicast ko 2026-11-11T14:31:09.000Z Bloomberg는 엔비디아의 강세 전망이 젠슨 황 CEO가 중국 간첩 수사를 무사히 넘길 수 있는지에 달려 있다고 보도했다. https://slicast.com/article/1eiqc2c Slicast en 2026-11-11T14:30:00.000Z A proposal from JGT2 Redevelopment for an AI data center at the former Androscoggin paper mill in Maine has resurfaced. https://slicast.com/zh/article/1eiqc2c Slicast zh-cn 2026-11-11T14:30:00.000Z JGT2 Redevelopment提出的、在缅因州前Androscoggin造纸厂旧址建设人工智能数据中心的方案重新浮出水面。 https://slicast.com/ko/article/1eiqc2c Slicast ko 2026-11-11T14:30:00.000Z JGT2 Redevelopment의 AI 데이터센터 제안이 메인주 Androscoggin 제지공장 부지를 대상으로 다시 제기되었다. https://slicast.com/article/1j3t6ss Slicast en 2026-11-11T14:29:43.000Z SoftBank took a $3.7 billion loss after cancelling gas turbine orders for AI data centers it no longer needed, days after denying Elon Musk's claim that it was defaulting on those orders. https://slicast.com/zh/article/1j3t6ss Slicast zh-cn 2026-11-11T14:29:43.000Z 软银因取消为人工智能数据中心订购的燃气轮机订单，计提37亿美元损失；此前数日，该公司刚否认埃隆·马斯克关于其违约的指控。 https://slicast.com/ko/article/1j3t6ss Slicast ko 2026-11-11T14:29:43.000Z SoftBank은 더 이상 필요하지 않게 된 AI 데이터센터용 가스터빈 주문을 취소하면서 37억 달러의 손실을 기록했다. 이는 SoftBank가 해당 주문을 이행하지 못하고 있다는 Elon Musk의 주장을 부인한 지 며칠 만의 일이다. https://slicast.com/article/13hhcp5 Slicast en 2026-11-11T14:26:51.000Z Oak Hill Capital is set to acquire fiber provider Wyyerd Group Holdings, supporting its Arizona and California expansion plans, while Carlyle remains a minority investor. https://slicast.com/zh/article/13hhcp5 Slicast zh-cn 2026-11-11T14:26:51.000Z Oak Hill Capital拟收购光纤服务商Wyyerd Group Holdings，以支持其在亚利桑那州和加利福尼亚州的扩张计划，凯雷集团仍为少数股东。 https://slicast.com/ko/article/13hhcp5 Slicast ko 2026-11-11T14:26:51.000Z Oak Hill Capital은 광섬유 사업자 Wyyerd Group Holdings를 인수할 예정이며, 이번 인수는 Arizona 및 California 확장 계획을 뒷받침한다. Carlyle은 소수 투자자로 남는다. https://slicast.com/article/1ukc275 Slicast en 2026-11-11T14:25:20.000Z Anthropic claims its in-house model Mythos ported Claude to AMD GPUs in just three days, a switch that previously took months, and argues that AI is eroding Nvidia's CUDA lead. https://slicast.com/zh/article/1ukc275 Slicast zh-cn 2026-11-11T14:25:20.000Z Anthropic称，其内部模型Mythos仅用三天就将Claude移植到AMD图形处理器上，而此前此类切换需要数月，并认为人工智能正在削弱英伟达的CUDA优势。 https://slicast.com/ko/article/1ukc275 Slicast ko 2026-11-11T14:25:20.000Z Anthropic은 자사 모델 Mythos가 Claude를 AMD GPU로 단 3일 만에 이식했다고 주장했으며, 이는 과거 수개월이 걸리던 작업이라고 밝혔습니다. 회사는 이러한 변화가 Nvidia의 CUDA 우위를 약화시키고 있다고 주장합니다. https://slicast.com/article/m3b88p Slicast en 2026-11-11T14:20:01.000Z CoreWeave CEO Intrator told CNBC that he has cancelled his planned share sale program. https://slicast.com/zh/article/m3b88p Slicast zh-cn 2026-11-11T14:20:01.000Z CoreWeave首席执行官Intrator告诉CNBC，他已取消原定的股票出售计划。 https://slicast.com/ko/article/m3b88p Slicast ko 2026-11-11T14:20:01.000Z CoreWeave CEO 인트레이터는 CNBC와의 인터뷰에서 계획했던 주식 매각 프로그램을 취소했다고 밝혔다. https://slicast.com/article/1lahz4c Slicast en 2026-11-11T14:00:00.000Z Delta unveiled 'From-Grid-to-Chip' cooling innovations and new 800 VDC and ±400 VDC power architectures for AI infrastructure at SC26. https://slicast.com/zh/article/1lahz4c Slicast zh-cn 2026-11-11T14:00:00.000Z 台达电子在SC26上发布了“From-Grid-to-Chip”冷却创新方案，以及面向人工智能基础设施的全新800 VDC与±400 VDC供电架构。 https://slicast.com/ko/article/1lahz4c Slicast ko 2026-11-11T14:00:00.000Z Delta, SC26에서 AI 인프라를 위한 'From-Grid-to-Chip' 냉각 기술과 신규 800 VDC 및 ±400 VDC 전력 아키텍처를 공개했다. https://slicast.com/article/sjj0x8 Slicast en 2026-11-11T13:51:11.000Z US data brokers Mercor, Surge AI, and AfterQuery are reportedly selling roughly $500 million of RL training environments to Chinese AI labs, according to a report cited by The Decoder. https://slicast.com/zh/article/sjj0x8 Slicast zh-cn 2026-11-11T13:51:11.000Z 据The Decoder援引的报道，美国数据经纪商Mercor、Surge AI和AfterQuery据称正向中国人工智能实验室出售价值约5亿美元的强化学习训练环境。 https://slicast.com/ko/article/sjj0x8 Slicast ko 2026-11-11T13:51:11.000Z 미국 데이터 브로커 Mercor, Surge AI, AfterQuery가 중국 AI 연구소에 약 5억 달러 규모의 RL 학습 환경을 판매하고 있다고 The Decoder가 인용한 보도에서 전해졌다. https://slicast.com/article/12j7rdt Slicast en 2026-11-11T13:50:02.000Z Saudi Arabia's Public Investment Fund (PIF) is weighing securitizations and stake sales to raise cash from its portfolio companies, Reuters reports. https://slicast.com/zh/article/12j7rdt Slicast zh-cn 2026-11-11T13:50:02.000Z 据路透社报道，沙特阿拉伯公共投资基金（PIF）正考虑通过资产证券化和出售股权的方式，从其投资组合公司筹集资金。 https://slicast.com/ko/article/12j7rdt Slicast ko 2026-11-11T13:50:02.000Z Reuters에 따르면 사우디아라비아의 공공투자기금(PIF)은 포트폴리오 기업들로부터 현금을 조달하기 위해 자산유동화와 지분 매각을 검토 중이다. https://slicast.com/article/4r7esc Slicast en 2026-11-11T13:37:35.000Z According to The Indian Express, a Chinese military university on the US blacklist since 2001 reportedly bought Nvidia H200 chips despite US restrictions. https://slicast.com/zh/article/4r7esc Slicast zh-cn 2026-11-11T13:37:35.000Z 据The Indian Express报道，一所自2001年起被列入美国黑名单的中国军事类大学，尽管受到美国限制，仍据称购入了英伟达H200芯片。 https://slicast.com/ko/article/4r7esc Slicast ko 2026-11-11T13:37:35.000Z The Indian Express에 따르면, 2001년부터 미국 블랙리스트에 올라 있는 중국 군사대학이 미국의 제재에도 불구하고 Nvidia H200 칩을 구매한 것으로 전해졌다. https://slicast.com/article/1690el8 Slicast en 2026-11-11T13:35:00.000Z Ottawa, Kansas approved a 10-year data center moratorium, although the hyperscale project that sparked protests had already been canceled. https://slicast.com/zh/article/1690el8 Slicast zh-cn 2026-11-11T13:35:00.000Z 堪萨斯州渥太华市批准了为期10年的数据中心禁建令，尽管引发抗议的超大规模项目此前已被取消。 https://slicast.com/ko/article/1690el8 Slicast ko 2026-11-11T13:35:00.000Z 캔자스주 오타와시가 10년간의 데이터센터 건설 유예(모라토리엄)를 승인했다. 다만 항의를 촉발했던 하이퍼스케일 프로젝트는 이미 취소된 상태였다. https://slicast.com/article/12y308z Slicast en 2026-11-11T13:30:00.000Z Cognichip says its AI-assisted program can cut chip design time from months to days, with its Chief Product Officer explaining that automating labor-intensive tasks drives the gains. https://slicast.com/zh/article/12y308z Slicast zh-cn 2026-11-11T13:30:00.000Z Cognichip称，其人工智能辅助程序可将芯片设计周期从数月缩短至数天，其首席产品官解释称，劳动密集型任务的自动化是提速的关键。 https://slicast.com/ko/article/12y308z Slicast ko 2026-11-11T13:30:00.000Z Cognichip는 자사의 AI 기반 프로그램이 칩 설계 기간을 수개월에서 수일로 단축할 수 있다고 밝혔다. 최고제품책임자(CPO)는 노동 집약적인 작업을 자동화하는 것이 이러한 성과의 원동력이라고 설명했다. https://slicast.com/article/1mrid8u Slicast en 2026-11-11T13:04:44.000Z Three congressional committee chairs want Nvidia CEO Jensen Huang to attend a joint, closed-door briefing on the company's 'security protocols against foreign adversary espionage', and Congress could https://slicast.com/zh/article/1mrid8u Slicast zh-cn 2026-11-11T13:04:44.000Z 三位国会委员会主席希望英伟达首席执行官黄仁勋出席一场联合闭门简报会，就该公司“针对外国敌对势力间谍活动的安全协议”作出说明；若其今日前仍不回应，国会可能对其发出传票。 https://slicast.com/ko/article/1mrid8u Slicast ko 2026-11-11T13:04:44.000Z 세 명의 상원 위원회 위원장이 엔비디아 젠슨 황 CEO가 회사의 '외국 적대국 간첩 활동 대응 보안 프로토콜'에 관한 비공개 합동 브리핑에 참석하기를 원하고 있으며, 그가 오늘까지 응답하지 않으면 의회는 그에게 소환장을 발부할 수 있다. https://slicast.com/article/1hngn0l Slicast en 2026-11-11T13:04:00.000Z SBS News reports that chips worth 10 trillion won were leaked to China, with a husband suspected of complicity in the case. https://slicast.com/zh/article/1hngn0l Slicast zh-cn 2026-11-11T13:04:00.000Z SBS新闻报道称，价值10万亿韩元的芯片泄露至中国，其丈夫涉嫌在该案中共谋。 https://slicast.com/ko/article/1hngn0l Slicast ko 2026-11-11T13:04:00.000Z SBS 뉴스는 반도체 1조 원 규모가 중국으로 유출됐다고 보도했으며, 이 사건에 남편이 연루된 혐의를 받고 있다고 전했다. https://slicast.com/article/4iuh6x Slicast en 2026-11-11T13:03:40.000Z According to The Salt Lake Tribune, a proposed data center could be built right next to homes in Salt Lake City. https://slicast.com/zh/article/4iuh6x Slicast zh-cn 2026-11-11T13:03:40.000Z 据The Salt Lake Tribune报道，盐湖城拟建的一座数据中心可能紧邻居民住宅。 https://slicast.com/ko/article/4iuh6x Slicast ko 2026-11-11T13:03:40.000Z Salt Lake Tribune에 따르면, 솔트레이크시티에서 주택가 바로 옆에 데이터센터가 들어설 수 있는 계획이 제안되었다. https://slicast.com/article/pxdne9 Slicast en 2026-11-11T13:00:00.000Z Torus has launched Foundry, a modular AI infrastructure offering built for surging AI inference demand, and has secured $500M in funding. https://slicast.com/zh/article/pxdne9 Slicast zh-cn 2026-11-11T13:00:00.000Z Torus推出模块化AI基础设施产品Foundry，以应对急剧增长的AI推理需求，并已获得5亿美元融资。 https://slicast.com/ko/article/pxdne9 Slicast ko 2026-11-11T13:00:00.000Z Torus가 급증하는 AI 추론 수요에 맞춰 설계된 모듈형 AI 인프라 서비스 Foundry를 출시했으며, 5억 달러의 투자 유치를 확보했다. https://slicast.com/article/6uxf2e Slicast en 2026-11-11T12:49:00.000Z Munters announces investments to strengthen data center supply chain and capacity https://slicast.com/zh/article/6uxf2e Slicast zh-cn 2026-11-11T12:49:00.000Z Munters宣布投资,以加强数据中心供应链和产能 https://slicast.com/ko/article/6uxf2e Slicast ko 2026-11-11T12:49:00.000Z Munters, 데이터센터 공급망 및 생산능력 강화를 위한 투자 발표 https://slicast.com/article/5mtr2s Slicast en 2026-11-11T12:47:25.000Z A California regulator's October order directs PG&E, SCE and SDG&E to develop a joint DER orchestration framework and to more explicitly consider flexible demand. https://slicast.com/zh/article/5mtr2s Slicast zh-cn 2026-11-11T12:47:25.000Z 加州监管机构10月发布的命令要求PG&E、SCE和SDG&E共同制定DER（分布式能源资源）协同调度框架，并更明确地考虑灵活负荷。 https://slicast.com/ko/article/5mtr2s Slicast ko 2026-11-11T12:47:25.000Z 캘리포니아 규제당국은 10월 명령을 통해 PG&E, SCE, SDG&E에 공동 DER 오케스트레이션 프레임워크를 개발하고, 유연한 수요를 보다 명시적으로 고려하도록 지시했다. https://slicast.com/article/18v03jf Slicast en 2026-11-11T12:37:40.000Z TSMC has called AI chip demand 'insatiable' after a 59.7% October figure. https://slicast.com/zh/article/18v03jf Slicast zh-cn 2026-11-11T12:37:40.000Z 台积电称AI芯片需求旺盛到难以满足，其10月数据录得59.7%。 https://slicast.com/ko/article/18v03jf Slicast ko 2026-11-11T12:37:40.000Z TSMC는 10월 실적이 59.7% 증가한 가운데 AI 칩 수요를 "끝이 없다"고 평가했다. https://slicast.com/article/n8z93p Slicast en 2026-11-11T12:36:10.000Z Quantinuum has upgraded its Reimei quantum computer at Riken to the H2 version and has partnered with SoftBank for AI data center deployments. https://slicast.com/zh/article/n8z93p Slicast zh-cn 2026-11-11T12:36:10.000Z Quantinuum已将理化学研究所的Reimei量子计算机升级为H2版本，并与SoftBank合作推进AI数据中心部署。 https://slicast.com/ko/article/n8z93p Slicast ko 2026-11-11T12:36:10.000Z Quantinuum은 Riken에 설치된 Reimei 양자 컴퓨터를 H2 버전으로 업그레이드했으며, AI 데이터센터 구축을 위해 SoftBank와 파트너십을 맺었습니다. https://slicast.com/article/19lkbk9 Slicast en 2026-11-11T12:36:00.000Z Intel's Diamond Rapids Xeon 7, with 256 cores, is slated to appear in servers in 2027. https://slicast.com/zh/article/19lkbk9 Slicast zh-cn 2026-11-11T12:36:00.000Z 英特尔的Diamond Rapids Xeon 7将把256个核心带入2027年的服务器。 https://slicast.com/ko/article/19lkbk9 Slicast ko 2026-11-11T12:36:00.000Z Intel의 256코어 Diamond Rapids Xeon 7은 2027년 서버에 탑재될 예정이다. https://slicast.com/article/124og8c Slicast en 2026-11-11T12:33:24.000Z A military-linked Chinese university acquired Nvidia AI chips that are restricted under US export controls. https://slicast.com/zh/article/124og8c Slicast zh-cn 2026-11-11T12:33:24.000Z 一所与军方有关联的中国大学获得了受美国出口管制限制的英伟达AI芯片。 https://slicast.com/ko/article/124og8c Slicast ko 2026-11-11T12:33:24.000Z 중국의 군과 연계된 한 대학이 미국 수출 통제 대상인 엔비디아 AI 칩을 확보했다. https://slicast.com/article/s51hcn Slicast en 2026-11-11T12:31:52.000Z RUM Group Inc. reported record third-quarter 2026 results. https://slicast.com/zh/article/s51hcn Slicast zh-cn 2026-11-11T12:31:52.000Z RUM Group Inc.公布2026年第三季度创纪录业绩。 https://slicast.com/ko/article/s51hcn Slicast ko 2026-11-11T12:31:52.000Z RUM Group Inc.가 2026년 3분기 사상 최대 실적을 발표했다. https://slicast.com/article/1qi1spk Slicast en 2026-11-11T12:30:41.000Z DXN has signed a Pacific CLS contract with an unnamed Internet company, its fourth contract with the same customer. https://slicast.com/zh/article/1qi1spk Slicast zh-cn 2026-11-11T12:30:41.000Z DXN与一家未具名的互联网公司签署了Pacific CLS合同，这是其与该公司签订的第四份合同。 https://slicast.com/ko/article/1qi1spk Slicast ko 2026-11-11T12:30:41.000Z DXN은 익명의 인터넷 기업과 Pacific CLS 계약을 체결했다고 밝혔으며, 이는 같은 고객과의 네 번째 계약이다. https://slicast.com/article/t608tz Slicast en 2026-11-11T12:21:54.000Z Anthropic says it will not terminate its $41.3 billion Lambda deal despite a miss on a Texas lease. https://slicast.com/zh/article/t608tz Slicast zh-cn 2026-11-11T12:21:54.000Z Anthropic表示，尽管德州租约出现违约，它不会终止与Lambda价值413亿美元的合同。 https://slicast.com/ko/article/t608tz Slicast ko 2026-11-11T12:21:54.000Z Anthropic는 텍사스 임대 계약 미이행에도 불구하고 413억 달러 규모의 Lambda 계약을 해지하지 않겠다고 밝혔다. https://slicast.com/article/36ji6g Slicast en 2026-11-11T12:20:47.000Z A Taiwanese industry veteran predicts CXMT will flood the memory market within two years. https://slicast.com/zh/article/36ji6g Slicast zh-cn 2026-11-11T12:20:47.000Z 一位台湾业界资深人士预测，CXMT将在两年内冲击内存市场。 https://slicast.com/ko/article/36ji6g Slicast ko 2026-11-11T12:20:47.000Z 대만 업계 베테랑은 CXMT가 2년 안에 메모리 시장을 뒤덮을 것이라고 전망했다. https://slicast.com/article/2cua4c Slicast en 2026-11-11T12:19:07.000Z Anthropic has signed another $4.3 billion in compute agreements with Microsoft and may cancel its contract with neocloud Lambda. https://slicast.com/zh/article/2cua4c Slicast zh-cn 2026-11-11T12:19:07.000Z Anthropic与Microsoft新签43亿美元的算力协议，并可能取消与新兴GPU云服务商Lambda的合同。 https://slicast.com/ko/article/2cua4c Slicast ko 2026-11-11T12:19:07.000Z Anthropic은 Microsoft와 43억 달러 규모의 컴퓨팅 계약을 추가로 체결했으며, 네오클라우드 기업 Lambda와의 계약 해지를 검토하고 있다. https://slicast.com/article/21dzlp Slicast en 2026-11-11T12:07:46.000Z QumulusAI has expanded its Denver capacity by 1.2MW through a colocation deal that increases availability in the market. https://slicast.com/zh/article/21dzlp Slicast zh-cn 2026-11-11T12:07:46.000Z QumulusAI通过一项托管服务合作，在丹佛新增1.2MW容量，扩大了该市场的可用供给。 https://slicast.com/ko/article/21dzlp Slicast ko 2026-11-11T12:07:46.000Z QumulusAI는 colocation 계약을 통해 덴버 데이터센터 용량을 1.2MW 확대했으며, 이를 통해 해당 시장의 가용 용량이 늘어났습니다. https://slicast.com/article/1pnbplv Slicast en 2026-11-11T12:06:22.000Z Futurum Group says Core Scientific's AI pivot has reached an inflection point, with a 60% revenue surge validating the strategy. https://slicast.com/zh/article/1pnbplv Slicast zh-cn 2026-11-11T12:06:22.000Z Futurum Group称Core Scientific的AI转型已进入拐点，60%的营收增长印证了这一战略。 https://slicast.com/ko/article/1pnbplv Slicast ko 2026-11-11T12:06:22.000Z Futurum Group은 Core Scientific의 AI 전환이 변곡점에 도달했으며, 매출이 60% 급증한 것이 이 전략을 입증한다고 밝혔다. https://slicast.com/article/1rs8f6t Slicast en 2026-11-11T12:00:00.000Z AMD says its own IT infrastructure uses MEXT technology, acquired earlier this year, to run servers with DRAM capped at 50% while retaining 95% of performance. https://slicast.com/zh/article/1rs8f6t Slicast zh-cn 2026-11-11T12:00:00.000Z AMD表示，其自有IT基础设施利用今年早些时候收购的MEXT技术，将服务器DRAM容量限制在50%的情况下，仍保留95%的性能。 https://slicast.com/ko/article/1rs8f6t Slicast ko 2026-11-11T12:00:00.000Z AMD는 올해 초 인수한 MEXT 기술을 자사 IT 인프라에 적용해, DRAM 사용량을 50%로 제한하면서도 성능의 95%를 유지하고 있다고 밝혔다. https://slicast.com/article/1xhtixj Slicast en 2026-11-11T12:00:00.000Z Production of Airedale® Chillers for Data Center Customers Begins at New Texas Facility https://slicast.com/zh/article/1xhtixj Slicast zh-cn 2026-11-11T12:00:00.000Z Airedale®冷水机组面向数据中心客户的生产在位于德州的新工厂启动 https://slicast.com/ko/article/1xhtixj Slicast ko 2026-11-11T12:00:00.000Z 데이터센터 고객용 Airedale® 칠러 생산, 텍사스 신규 공장에서 개시 https://slicast.com/article/ohr236 Slicast en 2026-11-11T11:59:00.000Z Data Center Laminated Busbar Market worth $0.66 billion by 2031 | MarketsandMarkets™ https://slicast.com/zh/article/ohr236 Slicast zh-cn 2026-11-11T11:59:00.000Z 数据中心层压母线市场到2031年将达6.6亿美元 | MarketsandMarkets™ https://slicast.com/ko/article/ohr236 Slicast ko 2026-11-11T11:59:00.000Z 데이터 센터용 라미네이티드 부스바 시장, 2031년까지 6억 6천만 달러 규모 | MarketsandMarkets™ https://slicast.com/article/1dgtdst Slicast en 2026-11-11T11:43:00.000Z Yandex has restored 97% of customer data after drone attacks, with the remaining 3% permanently lost because the damaged equipment could not be recovered. https://slicast.com/zh/article/1dgtdst Slicast zh-cn 2026-11-11T11:43:00.000Z Yandex在无人机袭击后恢复了97%的客户数据，其余3%因设备受损而永久丢失。 https://slicast.com/ko/article/1dgtdst Slicast ko 2026-11-11T11:43:00.000Z Yandex는 드론 공격 이후 고객 데이터의 97%를 복구했으며, 손상된 장비를 복구할 수 없어 나머지 3%는 영구적으로 유실되었다. https://slicast.com/article/14bgyl6 Slicast en 2026-11-11T11:42:34.000Z A data center has been proposed within Cleveland's Union Trust Building in Ohio, with the owner seeking to partner with Hyperscape Digital despite a looming foreclosure sale and a local moratorium. https://slicast.com/zh/article/14bgyl6 Slicast zh-cn 2026-11-11T11:42:34.000Z 俄亥俄州克利夫兰市的联合信托大厦内拟建数据中心，业主希望与Hyperscape Digital合作，尽管该物业即将进行止赎拍卖，且当地实施了暂停建设令。 https://slicast.com/ko/article/14bgyl6 Slicast ko 2026-11-11T11:42:34.000Z 클리블랜드 유니언 트러스트 빌딩(오하이오주) 내에 데이터센터 건립이 제안되었으며, 소유주는 임박한 담보권 실행 경매와 지역 건축 유예 조치에도 불구하고 Hyperscape Digital과 협력을 추진하고 있다. https://slicast.com/article/ltc9xc Slicast en 2026-11-11T11:30:00.000Z The city of Starbase, Texas, the SpaceX company town, is set to vote on a proposed $24 billion gas-powered AI supercomputer data center to be built within its limits. https://slicast.com/zh/article/ltc9xc Slicast zh-cn 2026-11-11T11:30:00.000Z 德克萨斯州Starbase市（SpaceX公司镇）即将就一项拟建于其市域内、价值240亿美元的燃气AI超级计算机数据中心进行投票。 https://slicast.com/ko/article/ltc9xc Slicast ko 2026-11-11T11:30:00.000Z Texas 주 Starbase 시는 SpaceX의 기업 도시로, 시 경계 내에 건설될 240억 달러 규모의 가스 발전 방식 AI 슈퍼컴퓨터 데이터센터 제안에 대해 표결을 앞두고 있다. https://slicast.com/article/1qdq9c6 Slicast en 2026-11-11T11:16:00.000Z Lenovo has launched new ThinkSystem servers aimed at AI and high-performance computing workloads. https://slicast.com/zh/article/1qdq9c6 Slicast zh-cn 2026-11-11T11:16:00.000Z 联想推出面向AI与高性能计算（HPC）工作负载的全新ThinkSystem服务器。 https://slicast.com/ko/article/1qdq9c6 Slicast ko 2026-11-11T11:16:00.000Z Lenovo가 AI 및 고성능 컴퓨팅 워크로드를 겨냥한 신규 ThinkSystem 서버를 출시했다. https://slicast.com/article/1dd51xm Slicast en 2026-11-11T11:10:27.000Z CoreWeave beat revenue estimates in its latest earnings report and raised its full-year guidance, sending shares up 17% premarket. https://slicast.com/zh/article/1dd51xm Slicast zh-cn 2026-11-11T11:10:27.000Z CoreWeave在最新财报中营收超出市场预期,并上调全年业绩指引,盘前股价上涨17%。 https://slicast.com/ko/article/1dd51xm Slicast ko 2026-11-11T11:10:27.000Z CoreWeave는 최신 실적 발표에서 매출 추정치를 상회했으며 연간 가이던스를 상향 조정했고, 이에 따라 장전 거래에서 주가가 17% 상승했다. https://slicast.com/article/cu4yi1 Slicast en 2026-11-11T09:52:23.000Z SpaceX plans to invest about $24 billion in Starbase, Texas, for a natural-gas power plant and a supercomputing facility, and the city is set to vote on the proposal. https://slicast.com/zh/article/cu4yi1 Slicast zh-cn 2026-11-11T09:52:23.000Z SpaceX计划在得克萨斯州Starbase投资约240亿美元,用于建设一座天然气发电厂和一座超级计算设施,当地政府将就该提案进行表决。 https://slicast.com/ko/article/cu4yi1 Slicast ko 2026-11-11T09:52:23.000Z SpaceX는 텍사스주 Starbase에 천연가스 발전소와 슈퍼컴퓨팅 시설 건설을 위해 약 240억 달러를 투자할 계획이며, 해당 도시는 이 제안에 대한 표결을 앞두고 있다. https://slicast.com/article/1m78i12 Slicast en 2026-11-11T08:14:26.000Z Nvidia shares lost roughly $430 billion in market value amid allegations linking CEO Jensen Huang to a Chinese spy probe, with related reporting on U.S. scrutiny of Nvidia chip exports to China. https://slicast.com/zh/article/1m78i12 Slicast zh-cn 2026-11-11T08:14:26.000Z 英伟达股价因涉及首席执行官黄仁勋与中国间谍调查相关的指控而下跌,市值蒸发约4300亿美元;相关报道同时提及美国对英伟达对华芯片出口的审查。 https://slicast.com/ko/article/1m78i12 Slicast ko 2026-11-11T08:14:26.000Z Nvidia 주가, 젠슨 황 CEO의 중국 간첩 수사 연루 의혹으로 약 4,300억 달러 시가총액 증발; 미국의 대중국 Nvidia 칩 수출 조사 관련 보도도 함께 주목 https://slicast.com/article/1uebdxq Slicast en 2026-11-11T08:00:00.000Z Armada and Johnson Controls Launch Galleon Forge Two in Dublin, Bringing Sovereign AI Infrastructure Production to Europe https://slicast.com/zh/article/1uebdxq Slicast zh-cn 2026-11-11T08:00:00.000Z Armada与Johnson Controls在都柏林推出Galleon Forge Two,将主权AI基础设施生产引入欧洲 https://slicast.com/ko/article/1uebdxq Slicast ko 2026-11-11T08:00:00.000Z Armada와 Johnson Controls, 더블린에서 Galleon Forge Two 출시… 유럽에 주권 AI 인프라 생산 역량 도입 https://slicast.com/article/mkm5js Slicast en 2026-11-11T03:00:20.000Z How AI Helps Recyclers Turn Mixed Waste Into Reusable Material https://slicast.com/zh/article/mkm5js Slicast zh-cn 2026-11-11T03:00:20.000Z AI如何帮助回收商将混合废料转化为可再利用材料 https://slicast.com/ko/article/mkm5js Slicast ko 2026-11-11T03:00:20.000Z AI가 혼합 폐기물을 재사용 가능한 자원으로 전환하는 방법 https://slicast.com/article/1f4yxqc Slicast en 2026-11-10T21:45:43.000Z Hyliion Holdings Reports Third-Quarter 2026 Financial Results https://slicast.com/zh/article/1f4yxqc Slicast zh-cn 2026-11-10T21:45:43.000Z Hyliion Holdings发布2026年第三季度财务业绩 https://slicast.com/ko/article/1f4yxqc Slicast ko 2026-11-10T21:45:43.000Z Hyliion Holdings, 2026년 3분기 재무 실적 발표 https://slicast.com/article/zre1oz Slicast en 2026-11-10T21:15:00.000Z Netlist Reports Third Quarter 2026 Results https://slicast.com/zh/article/zre1oz Slicast zh-cn 2026-11-10T21:15:00.000Z Netlist发布2026年第三季度业绩 https://slicast.com/article/c74fhq Slicast en 2026-11-10T21:10:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-11-10T21:10:00.000Z 超大规模厂商 2026 年全年 AI 资本开支合计约 $7300 亿;Amazon、Alphabet、Microsoft 等 11 月初密集发债 https://slicast.com/ko/article/c74fhq Slicast ko 2026-11-10T21:10:00.000Z 2026 AI 설비투자: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/9hd4th Slicast en 2026-11-10T21:09:00.000Z Nvidia Reportedly Testing Lower Memory Configs of Rubin Ultra as Memory Shortage Bites Back https://slicast.com/zh/article/9hd4th Slicast zh-cn 2026-11-10T21:09:00.000Z NVIDIA Rubin Ultra 因 HBM4E 供应短缺,据报测试低至 192GB 内存降配方案 https://slicast.com/ko/article/9hd4th Slicast ko 2026-11-10T21:09:00.000Z Nvidia, 메모리 공급 부족 여파로 Rubin Ultra의 저사양 메모리 구성 테스트 중이라는 보도 https://slicast.com/article/q7hpah Slicast en 2026-11-10T21:06:00.000Z Texas Blue Wave Could Threaten 27% Of Planned U.S. Data Center Power https://slicast.com/zh/article/q7hpah Slicast zh-cn 2026-11-10T21:06:00.000Z 德克萨斯民主党中期大胜:候任州长提议暂停新数据中心许可,27% 美国在建算力产能存疑 https://slicast.com/ko/article/q7hpah Slicast ko 2026-11-10T21:06:00.000Z Texas Blue Wave가 계획된 미국 데이터센터 전력의 27%를 위협할 수 있다 https://slicast.com/article/1bfksz8 Slicast en 2026-11-10T21:05:00.000Z CoreWeave Reports Strong Third Quarter 2026 Results https://slicast.com/zh/article/1bfksz8 Slicast zh-cn 2026-11-10T21:05:00.000Z CoreWeave发布2026年第三季度强劲业绩 https://slicast.com/ko/article/1bfksz8 Slicast ko 2026-11-10T21:05:00.000Z CoreWeave, 2026년 3분기 실적 견조하게 발표 https://slicast.com/commentary/intel-2026-11-10 Slicast en 2026-11-10T21:04:05.191Z Intel Glass-Core Substrate, November 2026: Why the 240mm² AI Package Target Changes the Materials Race https://slicast.com/zh/commentary/intel-2026-11-10 Slicast zh-cn 2026-11-10T21:04:05.191Z 英特尔玻璃基板，2026年11月：240毫米见方AI封装目标如何重塑材料竞争格局 https://slicast.com/article/14wl1re Slicast en 2026-11-10T21:03:00.000Z Anthropic Sets IPO Price Range at $70 to $78, Valuing Company at Up to $1.4 Trillion https://slicast.com/zh/article/14wl1re Slicast zh-cn 2026-11-10T21:03:00.000Z Anthropic 设定 IPO 定价区间 $70–$78/股,最高估值 $1.4T,11.19 登陆 Nasdaq https://slicast.com/ko/article/14wl1re Slicast ko 2026-11-10T21:03:00.000Z Anthropic, IPO 공모가 밴드 주당 70~78달러 제시… 기업가치 최대 1조 4천억 달러 https://slicast.com/article/1epxco5 Slicast en 2026-11-10T21:02:00.000Z CoreWeave, Other Neoclouds Rebound as Crusoe CEO Says Recent Selloffs Overblown https://slicast.com/zh/article/1epxco5 Slicast zh-cn 2026-11-10T21:02:00.000Z 受 CoreWeave 财报提振,neocloud 板块集体反弹;Crusoe CEO 称前期抛售"严重过度" https://slicast.com/ko/article/1epxco5 Slicast ko 2026-11-10T21:02:00.000Z CoreWeave, 기타 네오클라우드 반등… Crusoe CEO "최근 하락세 과장됐다" https://slicast.com/article/ezx3vb Slicast en 2026-11-10T21:01:00.000Z CoreWeave Q3: Revenue Jumps 168% and Guidance Rises to $13.3B https://slicast.com/zh/article/ezx3vb Slicast zh-cn 2026-11-10T21:01:00.000Z CoreWeave Q3 营收 $36.6 亿(+168%),积压订单猛增 27% 至 $1325 亿;全年指引上调至 $130–133 亿 https://slicast.com/ko/article/ezx3vb Slicast ko 2026-11-10T21:01:00.000Z CoreWeave 3분기 실적: 매출 168% 급증, 가이던스 133억 달러로 상향 https://slicast.com/commentary/crusoe-2026-11-10 Slicast en 2026-11-10T20:46:14.791Z Crusoe Wyoming Site Sale to Google, November 2026 https://slicast.com/zh/commentary/crusoe-2026-11-10 Slicast zh-cn 2026-11-10T20:46:14.791Z Crusoe怀俄明州数据中心用地出售谷歌，2026年11月 https://slicast.com/commentary/vertiv-2026-11-10 Slicast en 2026-11-10T20:35:31.913Z Vertiv Stock Update, November 2026: 61% Revenue Growth as AI-Power Sector Sell-off Hits Peers by Up to 24% https://slicast.com/zh/commentary/vertiv-2026-11-10 Slicast zh-cn 2026-11-10T20:35:31.913Z 维谛技术（VRT）股价动态，2026年11月：季度营收增长61%，AI电力板块同行单周跌幅达24% https://slicast.com/brief/2026-11-11 Slicast en 2026-11-10T20:08:34.139Z Latest AI Infrastructure News: November 11, 2026 https://slicast.com/zh/brief/2026-11-11 Slicast zh-cn 2026-11-10T20:08:34.139Z AI 基础设施新闻早报 · 2026年11月11日 https://slicast.com/ko/brief/2026-11-11 Slicast ko 2026-11-10T20:08:34.139Z 최신 AI 인프라 뉴스 · 2026년 11월 11일 https://slicast.com/article/ukl89a Slicast en 2026-11-10T19:45:00.000Z Microsoft is pressing Trump to scuttle an expected ban on Chinese data center technology, with optical transceivers among the products targeted. https://slicast.com/zh/article/ukl89a Slicast zh-cn 2026-11-10T19:45:00.000Z 微软正在向特朗普施压，要求放弃一项预期中的中国数据中心技术禁令，光学收发器是其中被针对的产品之一。 https://slicast.com/ko/article/ukl89a Slicast ko 2026-11-10T19:45:00.000Z Microsoft는 트럼프 행정부에 중국산 데이터센터 기술에 대한 예정된 금지 조치를 철회하도록 압박하고 있으며, 이 금지 대상에는 광 트랜시버가 포함되어 있다. https://slicast.com/article/1vpcpvj Slicast en 2026-11-10T19:34:35.000Z Anthropic's amended S-1 says its $35 billion Lambda compute deal can now be cancelled, and raises its Microsoft commitment. https://slicast.com/zh/article/1vpcpvj Slicast zh-cn 2026-11-10T19:34:35.000Z Anthropic在修订后的S-1文件中披露，其350亿美元的Lambda算力合约现可取消，并上调了对微软的承诺金额。 https://slicast.com/ko/article/1vpcpvj Slicast ko 2026-11-10T19:34:35.000Z Anthropic의 수정된 S-1에 따르면, 350억 달러 규모의 Lambda 컴퓨팅 계약은 이제 취소될 수 있으며, Microsoft에 대한 투자 약정은 상향되었습니다. https://slicast.com/article/7rzgd4 Slicast en 2026-11-10T19:30:00.000Z Analysis describes CoreWeave as having 'a sentiment problem' while its landlord Applied Digital has $11 billion riding on the outcome. https://slicast.com/zh/article/7rzgd4 Slicast zh-cn 2026-11-10T19:30:00.000Z 一篇分析文章认为CoreWeave正陷入市场情绪困境，而其出租方Applied Digital有110亿美元的敞口与之挂钩。 https://slicast.com/ko/article/7rzgd4 Slicast ko 2026-11-10T19:30:00.000Z Analysis describes CoreWeave as having 'a sentiment problem' while its landlord Applied Digital has $11 billion riding on the outcome. Wait, that was the source text repeated. Here is the translation https://slicast.com/article/1p6whms Slicast en 2026-11-10T19:30:00.000Z SMUD will weigh policies for 'large-load' data center proposals in the Sacramento area. https://slicast.com/zh/article/1p6whms Slicast zh-cn 2026-11-10T19:30:00.000Z SMUD将研究萨克拉门托地区大负荷数据中心提案的相关政策。 https://slicast.com/ko/article/1p6whms Slicast ko 2026-11-10T19:30:00.000Z SMUD는 새크라멘토 지역의 '대규모 부하' 데이터센터 제안에 대한 정책을 검토할 예정이다. https://slicast.com/article/efs5i2 Slicast en 2026-11-10T19:18:12.000Z Goldman Sachs says asset-backed finance is the next big private credit opportunity, rather than direct lending. https://slicast.com/zh/article/efs5i2 Slicast zh-cn 2026-11-10T19:18:12.000Z 高盛认为，资产支持融资将成为私人信贷领域的下一个重大机遇，而非直接贷款。 https://slicast.com/ko/article/efs5i2 Slicast ko 2026-11-10T19:18:12.000Z Goldman Sachs는 직접 대출보다 자산담보부 금융(ABF)이 차세대 대형 사모신용 기회라고 밝혔다. https://slicast.com/article/n52ipa Slicast en 2026-11-10T19:18:07.000Z An opinion piece in The Washington Post argues the 'Huang honey-trap scandal' sends a warning about AI chip export controls. https://slicast.com/zh/article/n52ipa Slicast zh-cn 2026-11-10T19:18:07.000Z 《华盛顿邮报》一篇评论文章认为，'Huang honey-trap scandal'事件对AI芯片出口管制敲响了警钟。 https://slicast.com/ko/article/n52ipa Slicast ko 2026-11-10T19:18:07.000Z 워싱턴포스트의 한 오피니언 칼럼은 '황 허니트랩 스캔들'이 AI 칩 수출 통제에 대한 경고 신호라고 주장한다. https://slicast.com/article/13n8c86 Slicast en 2026-11-10T19:11:37.000Z AMD has announced general availability of its 6th Gen AMD EPYC server SP7 processors, based on the 'Zen 6' architecture. https://slicast.com/zh/article/13n8c86 Slicast zh-cn 2026-11-10T19:11:37.000Z 超威半导体宣布第六代AMD EPYC服务器SP7处理器正式供货，该处理器基于'Zen 6'架构。 https://slicast.com/ko/article/13n8c86 Slicast ko 2026-11-10T19:11:37.000Z AMD는 'Zen 6' 아키텍처 기반의 6세대 AMD EPYC 서버 SP7 프로세서의 정식 출시(general availability)를 발표했다. https://slicast.com/article/10y74of Slicast en 2026-11-10T18:55:40.000Z Al-Monitor asks whether the Middle East has an Nvidia problem in building out its AI data centers. https://slicast.com/zh/article/10y74of Slicast zh-cn 2026-11-10T18:55:40.000Z Al-Monitor追问中东地区在建设AI数据中心时是否存在英伟达依赖问题。 https://slicast.com/ko/article/10y74of Slicast ko 2026-11-10T18:55:40.000Z Al-Monitor는 중동이 AI 데이터센터 구축 과정에서 Nvidia 관련 문제를 안고 있는지 묻는다. https://slicast.com/article/humnau Slicast en 2026-11-10T18:16:39.000Z Third Point has taken a 54,000-share stake in Core Scientific. https://slicast.com/zh/article/humnau Slicast zh-cn 2026-11-10T18:16:39.000Z Third Point已建立Core Scientific 54,000股的持股。 https://slicast.com/ko/article/humnau Slicast ko 2026-11-10T18:16:39.000Z Third Point, Core Scientific 주식 54,000주 지분을 취득했다. https://slicast.com/article/u9jtz Slicast en 2026-11-10T18:15:00.000Z The AI boom is fueling growth in data center power usage at Southern Company. https://slicast.com/zh/article/u9jtz Slicast zh-cn 2026-11-10T18:15:00.000Z AI热潮正推动Southern Company的数据中心用电量增长。 https://slicast.com/ko/article/u9jtz Slicast ko 2026-11-10T18:15:00.000Z AI 붐으로 인해 Southern Company의 데이터센터 전력 사용량이 증가하고 있다. https://slicast.com/article/oi2j1l Slicast en 2026-11-10T18:15:00.000Z Jefferies cut price targets on three bitcoin miners pivoting to AI while keeping Buy ratings. https://slicast.com/zh/article/oi2j1l Slicast zh-cn 2026-11-10T18:15:00.000Z 杰富瑞下调了三家转向AI业务的比特币矿商的目标价，同时维持买入评级。 https://slicast.com/ko/article/oi2j1l Slicast ko 2026-11-10T18:15:00.000Z Jefferies는 AI 사업으로 전환 중인 비트코인 채굴 기업 3곳의 목표주가를 낮췄지만, 투자의견은 매수로 유지했다. https://slicast.com/article/3h8tha Slicast en 2026-11-10T18:10:00.000Z AI Data Center Suppliers Report Growth as October Inflation Data Reaches Wall Street https://slicast.com/zh/article/3h8tha Slicast zh-cn 2026-11-10T18:10:00.000Z AI数据中心供应商业绩增长,十月通胀数据抵达华尔街 https://slicast.com/ko/article/3h8tha Slicast ko 2026-11-10T18:10:00.000Z AI 데이터센터 공급업체, 성장세 보고… 10월 인플레이션 지표 월가 도달 https://slicast.com/article/10jj0am Slicast en 2026-11-10T18:06:08.000Z CoreWeave's debt risk threatens Applied Digital's AI data center growth despite soaring revenues. https://slicast.com/zh/article/10jj0am Slicast zh-cn 2026-11-10T18:06:08.000Z 尽管营收飙升，CoreWeave的债务风险仍威胁到Applied Digital的AI数据中心增长。 https://slicast.com/ko/article/10jj0am Slicast ko 2026-11-10T18:06:08.000Z CoreWeave의 부채 리스크가 매출 급증에도 불구하고 Applied Digital의 AI 데이터센터 성장을 위협하고 있다. https://slicast.com/article/g9v7e6 Slicast en 2026-11-10T18:02:15.000Z SoftBank's AI data center loss weighed on GE Vernova shares. https://slicast.com/zh/article/g9v7e6 Slicast zh-cn 2026-11-10T18:02:15.000Z 软银在AI数据中心业务上的亏损拖累了GE Vernova股价。 https://slicast.com/ko/article/g9v7e6 Slicast ko 2026-11-10T18:02:15.000Z SoftBank의 AI 데이터센터 손실이 GE Vernova 주가를 압박했다. https://slicast.com/article/fz3u2f Slicast en 2026-11-10T18:02:00.000Z IREN fell 10% as analyst target cuts piled up after a Microsoft delay, while Cipher Digital dropped 6% and TeraWulf slid 2%. https://slicast.com/zh/article/fz3u2f Slicast zh-cn 2026-11-10T18:02:00.000Z 因微软延期后分析师接连下调目标价，IREN股价下跌10%，Cipher Digital下跌6%，TeraWulf下跌2%。 https://slicast.com/ko/article/fz3u2f Slicast ko 2026-11-10T18:02:00.000Z IREN은 마이크로소프트의 계약 지연 이후 애널리스트들의 목표주가 하향이 이어지며 10% 하락했고, Cipher Digital은 6%, TeraWulf는 2% 떨어졌다. https://slicast.com/article/1pmbvuq Slicast en 2026-11-10T18:01:22.000Z Anthropic is targeting a $1.4 trillion valuation in a blockbuster IPO. https://slicast.com/zh/article/1pmbvuq Slicast zh-cn 2026-11-10T18:01:22.000Z Anthropic瞄准1.4万亿美元估值，计划进行一场大规模首次公开募股。 https://slicast.com/ko/article/1pmbvuq Slicast ko 2026-11-10T18:01:22.000Z Anthropic은 대형 IPO를 통해 1조 4천억 달러 기업가치를 목표로 하고 있다. https://slicast.com/article/u97lp0 Slicast en 2026-11-10T17:59:08.000Z Super Micro Computer's revenue surged on AI infrastructure demand. https://slicast.com/zh/article/u97lp0 Slicast zh-cn 2026-11-10T17:59:08.000Z 超微电脑的营收因AI基础设施需求而大幅增长。 https://slicast.com/ko/article/u97lp0 Slicast ko 2026-11-10T17:59:08.000Z Super Micro Computer의 매출은 AI 인프라 수요에 힘입어 급증했다. https://slicast.com/article/16vxej6 Slicast en 2026-11-10T17:51:33.000Z Micron's contracted HBM book faces a bond-market headwind. https://slicast.com/zh/article/16vxej6 Slicast zh-cn 2026-11-10T17:51:33.000Z 美光已签约的HBM订单面临债券市场的逆风。 https://slicast.com/ko/article/16vxej6 Slicast ko 2026-11-10T17:51:33.000Z Micron의 계약 기준 HBM 수주잔고가 채권 시장의 역풍에 직면해 있다. https://slicast.com/article/13cm852 Slicast en 2026-11-10T17:51:31.000Z Microsoft is lobbying, through the ITI, against a potential FCC ban on Chinese optical networking gear, including the optical transceivers data centers need to convert electrical signals into optical https://slicast.com/zh/article/13cm852 Slicast zh-cn 2026-11-10T17:51:31.000Z 微软正通过ITI游说，反对FCC可能对中国光网络设备实施禁令，其中包括数据中心用于将电信号转换为光信号的光模块，该机构目前正在考虑限制此类进口。 https://slicast.com/ko/article/13cm852 Slicast ko 2026-11-10T17:51:31.000Z Microsoft는 미국 연방통신위원회(FCC)가 중국산 광네트워크 장비에 대한 금지를 검토하는 가운데, 정보기술산업협의회(ITI)를 통해 이에 반대하는 로비를 벌이고 있다. 이 금지안에는 데이터센터가 전기 신호를 광신호로 변환하는 데 필요한 광트랜시버도 포함될 수 있다. https://slicast.com/article/l8y3ey Slicast en 2026-11-10T17:46:07.000Z Wells Fargo has upgraded its view on US AI infrastructure after a chip selloff. https://slicast.com/zh/article/l8y3ey Slicast zh-cn 2026-11-10T17:46:07.000Z 富国银行在芯片股抛售后上调了对美国AI基础设施板块的看法。 https://slicast.com/ko/article/l8y3ey Slicast ko 2026-11-10T17:46:07.000Z Wells Fargo, 칩 매도세 이후 미국 AI 인프라에 대한 투자의견을 상향 조정했다. https://slicast.com/article/1am2wbk Slicast en 2026-11-10T17:41:52.000Z Benzinga reports that a billionaire investor bought a Core Scientific stake before the company's AI pivot. https://slicast.com/zh/article/1am2wbk Slicast zh-cn 2026-11-10T17:41:52.000Z Benzinga报道称，一位亿万富翁投资者在Core Scientific转向AI之前就已买入其股份。 https://slicast.com/ko/article/1am2wbk Slicast ko 2026-11-10T17:41:52.000Z Benzinga에 따르면, 한 억만장자 투자자가 해당 기업의 AI 전환 이전에 Core Scientific 지분을 매입했다.