https://slicast.com/article/eq6vkx Slicast en 2026-10-31T14:05:39.000Z Intel shares fell nearly 30% in a single day, their worst session since the 1970s, after the company issued a soft Q4 outlook that overshadowed strong AI chip demand. https://slicast.com/zh/article/eq6vkx Slicast zh-cn 2026-10-31T14:05:39.000Z 英特尔股价单日下跌近30%,创下自1970年代以来的最差单日表现,此前公司发布的第四季度业绩指引疲软,掩盖了强劲的AI芯片需求。 https://slicast.com/ko/article/eq6vkx Slicast ko 2026-10-31T14:05:39.000Z Intel 주가가 하루 만에 30% 가까이 급락하며 1970년대 이후 최악의 하루를 기록했다. 회사가 강력한 AI 칩 수요에도 불구하고 부진한 4분기 전망을 발표하면서 투자자 심리가 위축된 것으로 분석된다. https://slicast.com/article/pbg1n1 Slicast en 2026-10-31T11:09:52.000Z Texas Governor Greg Abbott's data center freeze is slowing dealmaking in the state's data center market. https://slicast.com/zh/article/pbg1n1 Slicast zh-cn 2026-10-31T11:09:52.000Z 得克萨斯州州长格雷格·阿博特推出的数据中心冻结措施,正在拖慢该州数据中心市场的交易进程。 https://slicast.com/ko/article/pbg1n1 Slicast ko 2026-10-31T11:09:52.000Z 텍사스 주지사 그렉 애벗의 데이터센터 동결 조치로 주내 데이터센터 시장의 거래가 둔화되고 있다. https://slicast.com/article/1vaxujd Slicast en 2026-10-31T10:36:33.000Z Oracle has capped its new external funding at $20 billion, which is less than a single quarter's capital expenditure. https://slicast.com/zh/article/1vaxujd Slicast zh-cn 2026-10-31T10:36:33.000Z Oracle 已将其新增外部融资上限设定为 200 亿美元,这一金额还不及其一个季度的资本支出。 https://slicast.com/ko/article/1vaxujd Slicast ko 2026-10-31T10:36:33.000Z Oracle는 신규 외부 자금 조달 규모를 200억 달러로 제한했으며, 이는 단일 분기 자본지출보다도 적은 수준입니다. https://slicast.com/article/bnstkh Slicast en 2026-10-31T09:58:09.000Z Nvidia is weighing billions of dollars in credit guarantees to support Nscale's $45bn data centre deal with Anthropic. https://slicast.com/zh/article/bnstkh Slicast zh-cn 2026-10-31T09:58:09.000Z 英伟达正考虑提供数十亿美元的信用担保,以支持Nscale与Anthropic价值450亿美元的数据中心交易。 https://slicast.com/ko/article/bnstkh Slicast ko 2026-10-31T09:58:09.000Z Nvidia는 Anthropic과 체결한 Nscale의 450억 달러 규모 데이터센터 계약을 지원하기 위해 수십억 달러 규모의 신용보증 제공을 검토 중이다. https://slicast.com/article/1wc7ypv Slicast en 2026-10-31T09:22:52.000Z OpenAI raised only about $11 billion of its $30 billion funding target, and the $1.25 trillion valuation fell short of expectations as major investors pulled back amid a tech sell-off. Rival Anthropic https://slicast.com/zh/article/1wc7ypv Slicast zh-cn 2026-10-31T09:22:52.000Z OpenAI仅募得约110亿美元,未达300亿美元的融资目标;在科技股抛售的背景下,主要投资者撤资,1.25万亿美元的估值也不及预期。竞争对手Anthropic据报道正推动最早于11月启动IPO。 https://slicast.com/ko/article/1wc7ypv Slicast ko 2026-10-31T09:22:52.000Z OpenAI는 300억 달러 자금 조달 목표 중 약 110억 달러만 확보했으며, 주요 투자자들이 기술주 매도세 속에서 발을 빼면서 1조 2,500억 달러 기업가치도 기대에 미치지 못했다. 경쟁사 Anthropic은 이르면 11월 기업공개(IPO)를 추진하고 있는 것으로 전해졌다. https://slicast.com/commentary/coreweave-2026-10-30 Slicast en 2026-10-30T20:14:26.581Z CoreWeave Stock, October 2026: 11% Single-Day Drop to $54 as Bond Yields Top 15% and the Neocloud Funding Model Faces a Stress Test https://slicast.com/zh/commentary/coreweave-2026-10-30 Slicast zh-cn 2026-10-30T20:14:26.581Z CoreWeave股价动态，2026年10月：单日跌11%至54美元，债券收益率升破15%，融资模式面临压力测试 https://slicast.com/brief/2026-10-31 Slicast en 2026-10-30T20:08:07.103Z Latest AI Infrastructure News: October 31, 2026 https://slicast.com/zh/brief/2026-10-31 Slicast zh-cn 2026-10-30T20:08:07.103Z AI 基础设施新闻早报 · 2026年10月31日 https://slicast.com/ko/brief/2026-10-31 Slicast ko 2026-10-30T20:08:07.103Z 최신 AI 인프라 뉴스 · 2026년 10월 31일 https://slicast.com/article/1puyqkl Slicast en 2026-10-30T19:11:06.000Z Inside Climate News reports that Texas, once considered 'the best place' to build data centers, is no longer seen that way. https://slicast.com/zh/article/1puyqkl Slicast zh-cn 2026-10-30T19:11:06.000Z Inside Climate News报道，曾被视为建设数据中心「最佳地点」的德克萨斯州，如今已不再被这样看待。 https://slicast.com/ko/article/1puyqkl Slicast ko 2026-10-30T19:11:06.000Z 텍사스는 한때 데이터센터를 짓기에 "최적의 장소"로 꼽혔으나, 이제는 더 이상 그렇게 여겨지지 않는다고 Inside Climate News가 보도했다. https://slicast.com/article/4oqdaf Slicast en 2026-10-30T18:42:50.000Z Simply Wall St examines what Enphase Energy (ENPH) could gain from its AI data center power breakthrough. https://slicast.com/zh/article/4oqdaf Slicast zh-cn 2026-10-30T18:42:50.000Z Simply Wall St分析了Enphase Energy（ENPH）凭借其人工智能数据中心供电突破可能获得的收益。 https://slicast.com/ko/article/4oqdaf Slicast ko 2026-10-30T18:42:50.000Z Simply Wall St가 Enphase Energy(ENPH)가 AI 데이터센터 전력 기술 혁신으로 얻을 수 있는 이점을 분석합니다. https://slicast.com/article/82dthf Slicast en 2026-10-30T18:40:40.000Z ChangXin Memory (CXMT) reported results for the nine months ended September 30, 2026, with coverage saying third-quarter revenue rose 613% and profit returned. https://slicast.com/zh/article/82dthf Slicast zh-cn 2026-10-30T18:40:40.000Z 长鑫存储（CXMT）公布截至2026年9月30日止九个月的业绩，据报道第三季度营收增长613%，并重新实现盈利。 https://slicast.com/ko/article/82dthf Slicast ko 2026-10-30T18:40:40.000Z ChangXin Memory(CXMT)는 2026년 9월 30일로 끝난 9개월 실적을 발표했으며, 보도에 따르면 3분기 매출은 613% 증가했고 흑자 전환했다. https://slicast.com/article/156tx73 Slicast en 2026-10-30T17:55:14.000Z BofA says Big Tech bonds from META, AMZN, ORCL and GOOGL offer a better opportunity than their stocks. https://slicast.com/zh/article/156tx73 Slicast zh-cn 2026-10-30T17:55:14.000Z 美国银行（BofA）表示，Meta（META）、亚马逊（AMZN）、甲骨文（ORCL）和谷歌母公司（GOOGL）等大型科技公司的债券比其股票更具机会。 https://slicast.com/ko/article/156tx73 Slicast ko 2026-10-30T17:55:14.000Z BofA는 META, AMZN, ORCL, GOOGL 등 빅테크 기업의 채권이 주식보다 더 나은 투자 기회를 제공한다고 밝혔다. https://slicast.com/article/pqgtrd Slicast en 2026-10-30T17:47:01.000Z US tech stocks fell sharply as AI spending neared $1tn, according to the BBC. https://slicast.com/zh/article/pqgtrd Slicast zh-cn 2026-10-30T17:47:01.000Z 随着行业人工智能支出逼近1万亿美元，美国科技股大幅下跌，据BBC报道。 https://slicast.com/ko/article/pqgtrd Slicast ko 2026-10-30T17:47:01.000Z 미국 기술주가 AI 투자 규모가 1조 달러에 육박하면서 급락했다고 BBC가 보도했다. https://slicast.com/article/13pigq3 Slicast en 2026-10-30T17:42:01.000Z SK Telecom shares are in focus as the Anthropic IPO reshapes AI valuations, according to ad-hoc-news.de. https://slicast.com/zh/article/13pigq3 Slicast zh-cn 2026-10-30T17:42:01.000Z SK电信股价受到关注，因Anthropic的首次公开募股（IPO）正在重塑人工智能估值，据ad-hoc-news.de报道。 https://slicast.com/ko/article/13pigq3 Slicast ko 2026-10-30T17:42:01.000Z SK Telecom 주가가 Anthropic 기업공개(IPO)로 AI 기업 가치평가가 재편되면서 주목받고 있다고 ad-hoc-news.de가 전했다. https://slicast.com/article/13dvzj0 Slicast en 2026-10-30T17:39:00.000Z Equinix reported record annualized gross bookings of $533m, up 35 percent, with project scale kept low and a broad customer base. https://slicast.com/zh/article/13dvzj0 Slicast zh-cn 2026-10-30T17:39:00.000Z Equinix公布创纪录的年化总预订额5.33亿美元，同比增长35%，同时项目规模保持较小、客户群保持广泛。 https://slicast.com/ko/article/13dvzj0 Slicast ko 2026-10-30T17:39:00.000Z Equinix는 연환산 총 예약액(annualized gross bookings)이 5억 3,300만 달러로 35% 증가해 사상 최고치를 기록했다고 발표했다. 프로젝트 규모는 작게 유지됐고 고객 기반은 폭넓었다. https://slicast.com/article/1vtvijw Slicast en 2026-10-30T17:38:07.000Z A Scottish automotive firm has mooted a data center in Glasgow and is sounding out the local council about a project near Cowlairs Park. https://slicast.com/zh/article/1vtvijw Slicast zh-cn 2026-10-30T17:38:07.000Z 一家苏格兰汽车企业提议在格拉斯哥建设数据中心，并正就Cowlairs Park附近的项目与当地议会沟通。 https://slicast.com/ko/article/1vtvijw Slicast ko 2026-10-30T17:38:07.000Z 스코틀랜드의 한 자동차 기업이 글래스고에 데이터센터를 건설하는 방안을 제시했으며, Cowlairs Park 인근 프로젝트와 관련해 지방의회와 협의를 진행하고 있다. https://slicast.com/article/1fnay20 Slicast en 2026-10-30T17:37:40.000Z Applied Optoelectronics fell 15% and Coherent dropped 13%, while Lumentum and Marvell sank 10%, as hyperscaler spending fears hit AI optics stocks. https://slicast.com/zh/article/1fnay20 Slicast zh-cn 2026-10-30T17:37:40.000Z 在超大规模云厂商支出担忧冲击人工智能光学股之际，Applied Optoelectronics下跌15%，Coherent下跌13%，Lumentum和Marvell各下跌10%。 https://slicast.com/ko/article/1fnay20 Slicast ko 2026-10-30T17:37:40.000Z Applied Optoelectronics는 15% 하락했고 Coherent는 13% 떨어졌으며, Lumentum과 Marvell은 10% 하락했다. 하이퍼스케일러 투자 우려가 AI 광학 관련주를 강타한 결과다. https://slicast.com/article/x6p44h Slicast en 2026-10-30T17:34:00.000Z TeraWulf (WULF) shares climbed as funding risks for AI data-center projects mounted, according to StocksToTrade. https://slicast.com/zh/article/x6p44h Slicast zh-cn 2026-10-30T17:34:00.000Z 随着人工智能数据中心项目的融资风险加剧，TeraWulf（WULF）股价上涨，据StocksToTrade报道。 https://slicast.com/ko/article/x6p44h Slicast ko 2026-10-30T17:34:00.000Z TeraWulf(WULF) 주가는 AI 데이터센터 프로젝트를 둘러싼 자금 조달 위험이 커지는 가운데 상승했다고 StocksToTrade가 전했다. https://slicast.com/article/1hu221u Slicast en 2026-10-30T17:33:49.000Z Google is outspending Microsoft in the race to expand cloud capacity, according to Channel Dive. https://slicast.com/zh/article/1hu221u Slicast zh-cn 2026-10-30T17:33:49.000Z 谷歌在扩大云容量的竞赛中支出超过微软，据Channel Dive报道。 https://slicast.com/ko/article/1hu221u Slicast ko 2026-10-30T17:33:49.000Z Google는 클라우드 용량 확대 경쟁에서 Microsoft보다 더 많은 투자를 집행하고 있다고 Channel Dive가 보도했다. https://slicast.com/article/1ffsmwy Slicast en 2026-10-30T17:29:52.000Z KLA says AI demand will drive its growth even as semiconductor shares weaken, according to Benzinga. https://slicast.com/zh/article/1ffsmwy Slicast zh-cn 2026-10-30T17:29:52.000Z 科磊（KLA）表示人工智能需求将推动其业绩增长，尽管半导体股价走弱，据Benzinga报道。 https://slicast.com/ko/article/1ffsmwy Slicast ko 2026-10-30T17:29:52.000Z KLA는 반도체 주가가 약세를 보이더라도 AI 수요가 성장을 견인할 것이라고 Benzinga가 전했다. https://slicast.com/article/xql0nb Slicast en 2026-10-30T17:27:54.000Z Digital Realty set a bookings record, while Ascenty is building AI capacity in Brazil, according to BNamericas. https://slicast.com/zh/article/xql0nb Slicast zh-cn 2026-10-30T17:27:54.000Z 数字房地产（Digital Realty）创下预订额纪录，同时Ascenty正在巴西建设人工智能容量，据BNamericas报道。 https://slicast.com/ko/article/xql0nb Slicast ko 2026-10-30T17:27:54.000Z Digital Realty가 기록적인 신규 계약 실적을 달성했으며, BNamericas에 따르면 Ascenty는 브라질에서 AI 인프라 용량을 구축하고 있다. https://slicast.com/article/zupdnb Slicast en 2026-10-30T17:24:44.000Z Sandisk's flash revenue growth accelerated further, according to Blocks & Files. https://slicast.com/zh/article/zupdnb Slicast zh-cn 2026-10-30T17:24:44.000Z 闪迪（Sandisk）的闪存业务营收增速进一步加快，据Blocks & Files报道。 https://slicast.com/ko/article/zupdnb Slicast ko 2026-10-30T17:24:44.000Z Blocks & Files에 따르면 Sandisk의 플래시 매출 성장세가 한층 가속화되었다. https://slicast.com/article/1m608rd Slicast en 2026-10-30T17:14:22.000Z Iren (IREN) stock saw a modest fair value cut as analysts weighed AI funding risks, according to Yahoo Finance. https://slicast.com/zh/article/1m608rd Slicast zh-cn 2026-10-30T17:14:22.000Z Iren（IREN）股票的公允价值被小幅下调，因分析师权衡人工智能融资风险，据雅虎财经报道。 https://slicast.com/ko/article/1m608rd Slicast ko 2026-10-30T17:14:22.000Z Iren(IREN) 주가는 애널리스트들이 AI 자금 조달 리스크를 고려하면서 적정 가치가 소폭 하향 조정된 것으로 나타났다고 Yahoo Finance가 보도했다. https://slicast.com/article/1pr1tsl Slicast en 2026-10-30T17:06:53.000Z Intel was on course for its worst day ever, triggering a global chip sell-off, according to Reuters. https://slicast.com/zh/article/1pr1tsl Slicast zh-cn 2026-10-30T17:06:53.000Z 英特尔股价有望创下历史最差单日表现，引发全球芯片股抛售，据路透社报道。 https://slicast.com/ko/article/1pr1tsl Slicast ko 2026-10-30T17:06:53.000Z Intel은 사상 최악의 하루를 맞을 조짐을 보였으며, 이로 인해 글로벌 반도체 매도세가 촉발됐다고 로이터가 보도했다. https://slicast.com/article/y2d3rp Slicast en 2026-10-30T17:06:00.000Z CoreWeave shares fell 11% and Nebius dropped 9% as hyperscaler spending jitters hit AI cloud stocks, while Cloudflare fell 12% and Snowflake dropped 9% in the same selloff. https://slicast.com/zh/article/y2d3rp Slicast zh-cn 2026-10-30T17:06:00.000Z 在超大规模云厂商支出担忧冲击人工智能云股票之际，CoreWeave股价下跌11%，Nebius下跌9%；同期Cloudflare下跌12%，Snowflake下跌9%。 https://slicast.com/ko/article/y2d3rp Slicast ko 2026-10-30T17:06:00.000Z CoreWeave 주가는 11% 하락했고 Nebius는 9% 떨어졌다. 하이퍼스케일러 투자 우려로 AI 클라우드 종목이 흔들린 가운데, 같은 매도세에서 Cloudflare는 12%, Snowflake는 9% 하락했다. https://slicast.com/article/141hoe5 Slicast en 2026-10-30T16:58:00.000Z Amazon's custom silicon, including Trainium and Graviton, reportedly posted a 20x revenue surge in the third quarter, according to The Tech Buzz. https://slicast.com/zh/article/141hoe5 Slicast zh-cn 2026-10-30T16:58:00.000Z 亚马逊自研芯片业务（包括Trainium和Graviton）据报道第三季度收入激增20倍，来源为The Tech Buzz。 https://slicast.com/ko/article/141hoe5 Slicast ko 2026-10-30T16:58:00.000Z Amazon의 Trainium과 Graviton을 포함한 자체 설계 실리콘이 3분기에 매출 20배 급증을 기록했다고 The Tech Buzz가 보도했다. https://slicast.com/article/16nqwlr Slicast en 2026-10-30T16:58:00.000Z Alphabet shares (GOOGL) fell 13% after its third-quarter earnings report, according to TradingView. https://slicast.com/zh/article/16nqwlr Slicast zh-cn 2026-10-30T16:58:00.000Z Alphabet（GOOGL）公布第三季度财报后股价下跌13%，据TradingView报道。 https://slicast.com/ko/article/16nqwlr Slicast ko 2026-10-30T16:58:00.000Z Alphabet 주가(GOOGL)는 TradingView에 따르면 3분기 실적 발표 이후 13% 하락했다. https://slicast.com/article/gf9f53 Slicast en 2026-10-30T16:48:13.000Z Data Center Dynamics publishes a piece titled 'Beyond the grid' on data-center power sourcing beyond conventional grid connections. https://slicast.com/zh/article/gf9f53 Slicast zh-cn 2026-10-30T16:48:13.000Z Data Center Dynamics发布题为「Beyond the grid」的报道，探讨数据中心在传统电网接入之外的电力获取方式。 https://slicast.com/ko/article/gf9f53 Slicast ko 2026-10-30T16:48:13.000Z Data Center Dynamics는 기존 전력망 연결을 넘어선 데이터센터 전력 조달을 다룬 'Beyond the grid' 기사를 게재했다. https://slicast.com/article/1e3adyp Slicast en 2026-10-30T16:30:48.000Z SpiNNcloud has rebranded as Sparxity, which says the new name reflects its vision to 'only compute what matters', and announced a cluster deployment at the Jülich center in Germany. https://slicast.com/zh/article/1e3adyp Slicast zh-cn 2026-10-30T16:30:48.000Z SpiNNcloud已更名为Sparxity，公司称新名称体现其'只计算真正重要之物'的愿景，并宣布其集群已部署于德国Jülich中心。 https://slicast.com/ko/article/1e3adyp Slicast ko 2026-10-30T16:30:48.000Z SpiNNcloud는 사명을 Sparxity로 변경했다고 발표했으며, 새 이름이 '필요한 연산만 수행한다'는 비전을 담고 있다고 밝혔다. 아울러 독일 Jülich 센터에 클러스터를 배치한다고 발표했다. https://slicast.com/article/1eb0mdj Slicast en 2026-10-30T16:28:11.000Z OpenAI CEO Sam Altman said on a podcast that it is 'quite terrible' for people to keep RAM in their own PCs when that memory could go into AI data centers, which he argued offer better utilization. https://slicast.com/zh/article/1eb0mdj Slicast zh-cn 2026-10-30T16:28:11.000Z OpenAI首席执行官山姆·奥尔特曼在一档播客中表示，'相当糟糕'的是人们在自己的电脑里保留内存，他认为这些内存应转入人工智能数据中心，那里的利用率更高。 https://slicast.com/ko/article/1eb0mdj Slicast ko 2026-10-30T16:28:11.000Z OpenAI CEO 샘 올트먼은 팟캐스트에서 AI 데이터센터에 투입될 수 있는 메모리를 개인 PC에 그대로 두는 것은 "꽤 끔찍한 일"이라고 말했으며, 데이터센터가 더 높은 활용도를 제공한다고 주장했다. https://slicast.com/article/1e2vy6y Slicast en 2026-10-30T16:22:28.000Z India's AM Intelligence is seeking $3B in debt financing to buy 29,000 Nvidia Rubin chips. https://slicast.com/zh/article/1e2vy6y Slicast zh-cn 2026-10-30T16:22:28.000Z 印度的AM Intelligence正寻求30亿美元债务融资，用于采购29,000颗英伟达Rubin芯片。 https://slicast.com/ko/article/1e2vy6y Slicast ko 2026-10-30T16:22:28.000Z India's AM Intelligence는 Nvidia Rubin 칩 29,000개를 매입하기 위해 30억 달러 규모의 부채 금융을 추진하고 있다. https://slicast.com/article/11fffhj Slicast en 2026-10-30T16:20:43.000Z Amazon shares slipped after its Q3 earnings, which came amid a push to spend $220B on AI infrastructure. https://slicast.com/zh/article/11fffhj Slicast zh-cn 2026-10-30T16:20:43.000Z 亚马逊第三季度财报发布后股价小幅下跌，此前公司正推动2200亿美元的人工智能支出计划。 https://slicast.com/ko/article/11fffhj Slicast ko 2026-10-30T16:20:43.000Z Amazon 주가는 AI 인프라에 2,200억 달러를 투입하려는 움직임 속에 발표된 3분기 실적 이후 하락했다. https://slicast.com/article/hvhysq Slicast en 2026-10-30T16:20:43.000Z Modular data center provider DXN has lost a neocloud customer contract after the customer cancelled the deal following a shift in its business, though DXN was still paid for the work it had completed. https://slicast.com/zh/article/hvhysq Slicast zh-cn 2026-10-30T16:20:43.000Z 模块化数据中心供应商DXN失去了一份新型云服务商客户合同：该客户因自身业务转向而取消合作，但DXN已完成的工作仍获得了付款。 https://slicast.com/ko/article/hvhysq Slicast ko 2026-10-30T16:20:43.000Z 모듈형 데이터센터 공급업체 DXN이 고객사의 사업 방향 전환에 따라 계약이 해지되면서 네오클라우드 고객 계약을 잃었다. 다만 DXN은 이미 완료한 작업에 대한 대금은 지급받았다. https://slicast.com/article/1uw1oed Slicast en 2026-10-30T16:18:28.000Z FinanceFeeds reports that Microsoft has banked $10 billion from OpenAI, while the overall tab keeps growing. https://slicast.com/zh/article/1uw1oed Slicast zh-cn 2026-10-30T16:18:28.000Z FinanceFeeds报道称，微软已从OpenAI获得100亿美元，但总账单仍在持续攀升。 https://slicast.com/ko/article/1uw1oed Slicast ko 2026-10-30T16:18:28.000Z FinanceFeeds는 Microsoft가 OpenAI로부터 100억 달러를 확보했다고 보도했으며, 전체 비용 규모는 계속 늘어나고 있다. https://slicast.com/article/1a2r6st Slicast en 2026-10-30T16:12:54.000Z Doosan will manufacture the upper reactor vessel for NuScale's small modular reactor (SMR). https://slicast.com/zh/article/1a2r6st Slicast zh-cn 2026-10-30T16:12:54.000Z 斗山将为NuScale的小型模块化反应堆(SMR)制造上部反应堆压力容器。 https://slicast.com/ko/article/1a2r6st Slicast ko 2026-10-30T16:12:54.000Z 두산은 NuScale의 소형 모듈형 원자로(SMR)용 상부 원자로 용기를 제조할 예정이다. https://slicast.com/article/epnsrj Slicast en 2026-10-30T16:00:42.000Z DayOne has signed a memorandum of understanding (MoU) with Sembcorp to integrate power and energy solutions across its APAC data centers, as part of its 'Bring Your Own Power' initiative. https://slicast.com/zh/article/epnsrj Slicast zh-cn 2026-10-30T16:00:42.000Z DayOne与Sembcorp签署谅解备忘录，将在其亚太数据中心整合电力与能源解决方案，这是其'Bring Your Own Power'计划的一部分。 https://slicast.com/ko/article/epnsrj Slicast ko 2026-10-30T16:00:42.000Z DayOne는 APAC 지역 데이터센터 전반에 전력 및 에너지 솔루션을 통합하기 위해 Sembcorp와 양해각서(MoU)를 체결했다. 이는 'Bring Your Own Power' 이니셔티브의 일환이다. https://slicast.com/article/hsvl5v Slicast en 2026-10-30T15:50:32.000Z Largest US Grid is seeking to hold a data center power auction in March. https://slicast.com/zh/article/hsvl5v Slicast zh-cn 2026-10-30T15:50:32.000Z Largest US Grid寻求于3月举办数据中心电力拍卖。 https://slicast.com/ko/article/hsvl5v Slicast ko 2026-10-30T15:50:32.000Z 미국 최대 전력망 운영기관은 3월에 데이터센터 전력 경매를 열 계획이다. https://slicast.com/article/3xssfr Slicast en 2026-10-30T15:49:41.000Z Livemint explains the US-China AI chip conflict as an espionage battle and asks whether Nvidia CEO Jensen Huang was targeted by a Chinese spy. https://slicast.com/zh/article/3xssfr Slicast zh-cn 2026-10-30T15:49:41.000Z Livemint的解读文章将美中人工智能芯片争端描述为一场间谍战，并探讨英伟达首席执行官黄仁勋是否曾遭中国间谍锁定。 https://slicast.com/ko/article/3xssfr Slicast ko 2026-10-30T15:49:41.000Z Livemint는 미·중 AI 반도체 갈등을 간첩 전쟁으로 설명하며, 엔비디아 CEO 젠슨 황이 중국 간첩의 표적이 되었는지 묻는다. https://slicast.com/article/13bgnt7 Slicast en 2026-10-30T15:39:42.000Z Hitachi's nuclear revenue rose as the delivery date for an SMR draws closer, while most of its Energy segment is grid equipment, where sales are strong but inflation and long delivery times are pressu https://slicast.com/zh/article/13bgnt7 Slicast zh-cn 2026-10-30T15:39:42.000Z 日立的核能业务收入随着某小型模块化反应堆(SMR)交付日期临近而增长，其能源板块的大部分业务为电网设备，销售强劲，但通胀与较长的交付周期构成压力。 https://slicast.com/ko/article/13bgnt7 Slicast ko 2026-10-30T15:39:42.000Z 히타치의 원자력 매출은 소형모듈원자로(SMR) 인도 시점이 다가오면서 증가했다. 반면 에너지 부문의 대부분은 전력망 장비로, 판매는 견조하지만 인플레이션과 긴 납기가 부담 요인으로 작용하고 있다. https://slicast.com/article/chefmj Slicast en 2026-10-30T15:38:59.000Z Sabey DC will pilot HVO fuel as a diesel replacement at its data center in Austin, Texas, and plans to expand to additional sites if the pilot succeeds. https://slicast.com/zh/article/chefmj Slicast zh-cn 2026-10-30T15:38:59.000Z Sabey DC将在其位于Austin, Texas的数据中心试点使用氢化植物油(HVO)燃料替代柴油，若试点成功，公司计划扩展至其他站点。 https://slicast.com/ko/article/chefmj Slicast ko 2026-10-30T15:38:59.000Z Sabey DC는 텍사스주 오스틴에 있는 데이터센터에서 디젤 대체연료로 HVO 연료를 시범 도입할 예정이며, 시범 사업이 성공할 경우 다른 사이트로 확대할 계획입니다. https://slicast.com/article/b53lyp Slicast en 2026-10-30T15:34:52.000Z Synergy says enterprise cloud infrastructure spending jumped 55% year on year in Q3, marking the 12th consecutive quarter of growth. https://slicast.com/zh/article/b53lyp Slicast zh-cn 2026-10-30T15:34:52.000Z Synergy数据显示，第三季度企业云基础设施支出同比增长55%，这是连续第12个季度增长。 https://slicast.com/ko/article/b53lyp Slicast ko 2026-10-30T15:34:52.000Z Synergy에 따르면 3분기 기업용 클라우드 인프라 지출은 전년 대비 55% 급증했으며, 이는 12분기 연속 성장이다. https://slicast.com/article/u3oo2t Slicast en 2026-10-30T15:32:44.000Z IBS has proposed a HK$563 million acquisition of an AI chip enterprise. https://slicast.com/zh/article/u3oo2t Slicast zh-cn 2026-10-30T15:32:44.000Z IBS提议以5.63亿港元收购一家人工智能芯片企业。 https://slicast.com/ko/article/u3oo2t Slicast ko 2026-10-30T15:32:44.000Z IBS가 AI 칩 기업 인수를 위해 5억 6,300만 홍콩달러 규모의 인수안을 제안했다. https://slicast.com/article/7iqask Slicast en 2026-10-30T15:30:00.000Z Anthropic has finally filed for an IPO, and SiliconANGLE argues that rising risks have not yet slowed the AI buildout. https://slicast.com/zh/article/7iqask Slicast zh-cn 2026-10-30T15:30:00.000Z Anthropic终于提交了首次公开募股(IPO)申请，SiliconANGLE认为日益增长的风险尚未放缓人工智能基础设施的建设。 https://slicast.com/ko/article/7iqask Slicast ko 2026-10-30T15:30:00.000Z Anthropic이 마침내 기업공개(IPO)를 위한 신고서를 제출했으며, SiliconANGLE은 부상하는 위험에도 불구하고 AI 인프라 구축 속도가 아직 둔화되지 않았다고 분석했다. https://slicast.com/article/1bn44gk Slicast en 2026-10-30T15:28:07.000Z Google has bought 56 hectares in Hamina, Finland, amid ongoing tree-felling disputes in Muhos; separately, Tekova plans a 50MW data center in Perho, while SRV has backed out of a 40MW project in Eura. https://slicast.com/zh/article/1bn44gk Slicast zh-cn 2026-10-30T15:28:07.000Z 谷歌在芬兰Hamina购入56公顷土地，同时Muhos的砍伐树木争议仍在持续；另外，Tekova计划在Perho建设50兆瓦数据中心，而SRV则退出了Eura的40兆瓦项目。 https://slicast.com/ko/article/1bn44gk Slicast ko 2026-10-30T15:28:07.000Z Google가 핀란드 하미나에 56헥타르의 부지를 매입했으며, 무호스에서는 벌목을 둘러싼 분쟁이 계속되고 있다. 한편 Tekova는 페르호에 50MW 규모의 데이터센터를 계획하고 있으며, SRV는 에우라의 40MW 프로젝트에서 손을 뗐다. https://slicast.com/article/1ndwzew Slicast en 2026-10-30T15:18:20.000Z Blocks & Files says Samsung's memory business is virtually printing money, with the source giving no figures. https://slicast.com/zh/article/1ndwzew Slicast zh-cn 2026-10-30T15:18:20.000Z Blocks & Files报道称，三星的存储业务几乎在'印钞'，但报道未提供具体数字。 https://slicast.com/ko/article/1ndwzew Slicast ko 2026-10-30T15:18:20.000Z Blocks & Files는 삼성의 메모리 사업이 사실상 돈을 찍어내고 있다고 보도했으나, 해당 출처는 구체적인 수치를 제시하지 않았다. https://slicast.com/article/xo0zha Slicast en 2026-10-30T15:14:27.000Z Intel says an explosion at its Israel fab will cost the company about $600 million in losses, with Q3 2026 revenue reaching $16.5 billion, while Intel Foundry operating losses narrowed quarter over qu https://slicast.com/zh/article/xo0zha Slicast zh-cn 2026-10-30T15:14:27.000Z 英特尔表示，其以色列工厂爆炸将造成约6亿美元损失；2026年第三季度营收达165亿美元，Intel Foundry运营亏损环比收窄，公司称14A客户公告即将发布。 https://slicast.com/ko/article/xo0zha Slicast ko 2026-10-30T15:14:27.000Z 인텔은 이스라엘 팹에서 발생한 폭발로 약 6억 달러의 손실이 발생할 것이라고 밝혔다. 2026년 3분기 매출은 165억 달러에 달했으며, 인텔 파운드리의 영업손실은 전분기 대비 축소되었다. 인텔은 14A 고객사 발표가 곧 있을 예정이라고 밝혔다. https://slicast.com/article/mrfsfc Slicast en 2026-10-30T15:11:01.000Z A feature argues that switches are not scaling fast enough for AI data centers, a bottleneck that could hurt data center operators. https://slicast.com/zh/article/mrfsfc Slicast zh-cn 2026-10-30T15:11:01.000Z 一篇专题文章指出，交换机的扩展速度跟不上AI数据中心的需求，这一瓶颈可能伤害数据中心运营商。 https://slicast.com/ko/article/mrfsfc Slicast ko 2026-10-30T15:11:01.000Z AI 데이터센터용 스위치의 확장 속도가 충분하지 않다는 점을 짚은 특집 기사로, 데이터센터 운영사에 타격을 줄 수 있는 병목 현상이라고 주장한다. https://slicast.com/article/1uw2jjx Slicast en 2026-10-30T14:30:00.000Z PsiQuantum has turned its photonics know-how into an eight-port optical switch for AI data center GPU networks, typically losing 1.2 dB of light, versus the up to 3 dB loss that data centers allow. https://slicast.com/zh/article/1uw2jjx Slicast zh-cn 2026-10-30T14:30:00.000Z PsiQuantum将其光子学技术用于一款面向AI数据中心GPU网络的八端口光交换机，该产品通常损耗1.2分贝光信号，而数据中心允许的损耗上限为3分贝。 https://slicast.com/ko/article/1uw2jjx Slicast ko 2026-10-30T14:30:00.000Z PsiQuantum은 자사의 광자 기술을 활용해 AI 데이터센터 GPU 네트워크용 8포트 광 스위치를 선보였으며, 이 제품의 광 손실은 일반적으로 1.2dB로 데이터센터가 허용하는 최대 3dB보다 낮습니다. https://slicast.com/article/k4fa56 Slicast en 2026-10-30T14:22:20.000Z Foxconn dismisses AI bubble fears as a fresh partnership with OpenAI is reportedly in the works. https://slicast.com/zh/article/k4fa56 Slicast zh-cn 2026-10-30T14:22:20.000Z 富士康驳斥了AI泡沫担忧，同时据报道正与OpenAI酝酿新的合作。 https://slicast.com/ko/article/k4fa56 Slicast ko 2026-10-30T14:22:20.000Z Foxconn는 OpenAI와의 새로운 파트너십이 추진 중인 것으로 전해지면서 AI 거품 우려를 일축했다. https://slicast.com/article/mwp4hd Slicast en 2026-10-30T14:12:49.000Z NTT DATA has expanded its AI Factory global footprint to five sites. https://slicast.com/zh/article/mwp4hd Slicast zh-cn 2026-10-30T14:12:49.000Z NTT数据已将其AI Factory的全球布局扩展至五个站点。 https://slicast.com/ko/article/mwp4hd Slicast ko 2026-10-30T14:12:49.000Z NTT DATA가 AI Factory의 글로벌 거점을 5개 사이트로 확대했다. https://slicast.com/article/i3vydf Slicast en 2026-10-30T14:03:29.000Z Intel shares fell roughly 25–29% in a single session, on course for their worst day on record, after a weak outlook and a PC market slump overshadowed an earnings beat. The sell-off spread into a glob https://slicast.com/zh/article/i3vydf Slicast zh-cn 2026-10-30T14:03:29.000Z 英特尔股价单日下跌约25%–29%,有望创下历史最差单日表现。在业绩超预期的背景下,疲软的业绩指引和PC市场低迷成为主要压力,抛售随后蔓延为全球芯片股暴跌,戴尔、AMD和英伟达股价也出现下跌。各方报道对跌幅的具体数字说法不一。 https://slicast.com/ko/article/i3vydf Slicast ko 2026-10-30T14:03:29.000Z Intel 주가가 단일 거래일에 약 25~29% 하락하며 사상 최악의 하루를 향해 가고 있다. 실적은 예상치를 웃돌았지만 부진한 전망과 PC 시장 침체가 이를 가렸다. 매도세는 글로벌 반도체 급락으로 번졌고, Dell, AMD, Nvidia도 하락했다. 하락 폭은 보도마다 차이가 있다. https://slicast.com/article/13n4dhn Slicast en 2026-10-30T14:00:00.000Z The EIA reports that battery storage is increasingly co-located with new utility-scale solar photovoltaic capacity, with over 16% of new utility-scale solar capacity as of September 2026 including co- https://slicast.com/zh/article/13n4dhn Slicast zh-cn 2026-10-30T14:00:00.000Z 美国能源信息署（EIA）报告称，截至2026年9月，超过16%的新建公用事业级太阳能光伏装机已配套储能，共址储能的比例持续上升。 https://slicast.com/ko/article/13n4dhn Slicast ko 2026-10-30T14:00:00.000Z EIA는 신규 대규모 전력 발전용 태양광 설비와 배터리 저장장치의 동일 부지 설치가 점점 늘고 있다고 밝혔으며, 2026년 9월 기준 신규 대규모 태양광 설비의 16% 이상이 동일 부지 저장장치를 포함하고 있다고 전했습니다. https://slicast.com/article/lo5gfb Slicast en 2026-10-30T13:55:00.000Z CXMT swung to profit with 269 billion yuan reported for the first three quarters and plans a share buyback of up to 2 billion yuan. https://slicast.com/zh/article/lo5gfb Slicast zh-cn 2026-10-30T13:55:00.000Z 长鑫存储前三季度扭亏为盈，相关金额为2690亿元，并计划回购最高20亿元的股份。 https://slicast.com/ko/article/lo5gfb Slicast ko 2026-10-30T13:55:00.000Z CXMT가 올해 1~3분기 누적 2,690억 위안의 순이익을 기록하며 흑자로 전환했으며, 최대 20억 위안 규모의 자사주 매입을 추진한다. https://slicast.com/article/1svlhej Slicast en 2026-10-30T13:44:26.000Z On its Q3 2026 earnings call, Amazon CEO Jassy said Bedrock could become as big as EC2, while AWS growth and AI spending were highlighted. https://slicast.com/zh/article/1svlhej Slicast zh-cn 2026-10-30T13:44:26.000Z 亚马逊首席执行官Jassy在2026年第三季度财报电话会上表示，Bedrock有望发展到与EC2一样大的规模，亚马逊云科技（AWS）的增长与AI支出也受到关注。 https://slicast.com/ko/article/1svlhej Slicast ko 2026-10-30T13:44:26.000Z On its Q3 2026 earnings call, Amazon CEO Jassy said Bedrock could become as big as EC2, while AWS growth and AI spending were highlighted. Wait, I need to correct myself: the text above is the source https://slicast.com/article/pld0cp Slicast en 2026-10-30T13:40:28.000Z CAISO proposes new rules for large loads seeking connection to the California grid and will file the proposal with FERC. https://slicast.com/zh/article/pld0cp Slicast zh-cn 2026-10-30T13:40:28.000Z 加州独立系统运营商（CAISO）提出了大型负荷接入加州电网的新规则，并将向美国联邦能源管理委员会（FERC）提交该提案。 https://slicast.com/ko/article/pld0cp Slicast ko 2026-10-30T13:40:28.000Z CAISO는 캘리포니아 전력망에 연결을 희망하는 대규모 부하에 대한 새로운 규칙을 제안하며, 이 제안서를 FERC에 제출할 예정이다. https://slicast.com/article/1qernsf Slicast en 2026-10-30T13:26:19.000Z CXMT (长鑫存储) swung to a third-quarter net profit of 54.4 billion yuan, turning profitable as the DRAM shortage lifted its results. https://slicast.com/zh/article/1qernsf Slicast zh-cn 2026-10-30T13:26:19.000Z 长鑫存储（CXMT）第三季度实现净利润544亿元人民币，由亏转盈。 https://slicast.com/article/lcyt25 Slicast en 2026-10-30T13:18:00.000Z A PowerBank partner signed its first lease for a US$7.16 million modular data center in Ontario. https://slicast.com/zh/article/lcyt25 Slicast zh-cn 2026-10-30T13:18:00.000Z PowerBank的合作伙伴在安大略省签下首份租约，租用一座价值716万美元的模块化数据中心。 https://slicast.com/ko/article/lcyt25 Slicast ko 2026-10-30T13:18:00.000Z PowerBank의 파트너사가 온타리오주에 716만 달러 규모의 모듈형 데이터센터를 위한 첫 임대 계약을 체결했다. https://slicast.com/article/glsik3 Slicast en 2026-10-30T13:14:44.000Z DayOne signed an MoU with Blue Whale Energy to study the feasibility of a distributed virtual power plant in Singapore to support its SG1 data center. https://slicast.com/zh/article/glsik3 Slicast zh-cn 2026-10-30T13:14:44.000Z DayOne与Blue Whale Energy签署谅解备忘录，研究在新加坡建设分布式虚拟电厂的可行性，以支持其SG1数据中心。 https://slicast.com/ko/article/glsik3 Slicast ko 2026-10-30T13:14:44.000Z DayOne은 싱가포르에서 SG1 데이터센터를 지원하기 위한 분산형 가상발전소(VPP) 타당성 검토를 위해 Blue Whale Energy와 양해각서(MoU)를 체결했다. https://slicast.com/article/oqbk05 Slicast en 2026-10-30T13:14:03.000Z Lightmatter's lead ASIC engineer Clifford Chao has joined OpenAI as its silicon lead. https://slicast.com/zh/article/oqbk05 Slicast zh-cn 2026-10-30T13:14:03.000Z Lightmatter的首席专用集成电路工程师Clifford Chao加入OpenAI，出任芯片负责人。 https://slicast.com/ko/article/oqbk05 Slicast ko 2026-10-30T13:14:03.000Z Lightmatter의 수석 ASIC 엔지니어 Clifford Chao가 OpenAI의 실리콘 총괄로 합류했다. https://slicast.com/article/1djecoi Slicast en 2026-10-30T13:01:00.000Z A Chinese executive close to Nvidia's CEO is suspected of giving China information, according to the Wall Street Journal. https://slicast.com/zh/article/1djecoi Slicast zh-cn 2026-10-30T13:01:00.000Z 据《华尔街日报》报道，一名与英伟达首席执行官关系密切的中国高管被怀疑向中国提供信息。 https://slicast.com/ko/article/1djecoi Slicast ko 2026-10-30T13:01:00.000Z 엔비디아 CEO와 가까운 중국인 임원이 중국에 정보를 제공한 혐의를 받고 있다고 월스트리트저널이 보도했다. https://slicast.com/article/1569bn Slicast en 2026-10-30T13:00:08.000Z CalEthos advanced development of its Idaho digital infrastructure campus. https://slicast.com/zh/article/1569bn Slicast zh-cn 2026-10-30T13:00:08.000Z CalEthos推进其位于Idaho的数字基础设施园区开发。 https://slicast.com/ko/article/1569bn Slicast ko 2026-10-30T13:00:08.000Z CalEthos, 아이다호 디지털 인프라 캠퍼스의 개발을 진전시켰다. https://slicast.com/article/gbefvk Slicast en 2026-10-30T12:59:46.000Z Backlash has erupted over a $1 billion data centre from Goodman Group, with the community reportedly feeling 'betrayed, blindsided'. https://slicast.com/zh/article/gbefvk Slicast zh-cn 2026-10-30T12:59:46.000Z 古德曼集团一座10亿美元的数据中心项目引发强烈反对，据报道当地社区感到'被背叛、措手不及'。 https://slicast.com/ko/article/gbefvk Slicast ko 2026-10-30T12:59:46.000Z Goodman Group의 10억 달러 규모 데이터센터를 두고 거센 반발이 일고 있으며, 주민들은 "배신감과 당혹감"을 느끼고 있는 것으로 전해졌다. https://slicast.com/article/e0oxru Slicast en 2026-10-30T12:56:05.000Z CXMT's third-quarter revenue rose 613% as the DRAM shortage swung the company into profit. https://slicast.com/zh/article/e0oxru Slicast zh-cn 2026-10-30T12:56:05.000Z CXMT第三季度营收增长613%，内存短缺使其由亏转盈。 https://slicast.com/ko/article/e0oxru Slicast ko 2026-10-30T12:56:05.000Z CXMT의 3분기 매출은 DRAM 품귀 현상에 힘입어 613% 증가했으며, 이에 따라 회사는 흑자로 전환했다. https://slicast.com/article/s7mx87 Slicast en 2026-10-30T12:50:58.000Z Qualcomm is betting its AI inference chips can chip away at Nvidia's position before 2029. https://slicast.com/zh/article/s7mx87 Slicast zh-cn 2026-10-30T12:50:58.000Z 高通押注其人工智能推理芯片能在2029年前从英伟达手中蚕食份额。 https://slicast.com/ko/article/s7mx87 Slicast ko 2026-10-30T12:50:58.000Z Qualcomm은 2029년 이전에 자사 AI 추론 칩으로 Nvidia의 입지를 잠식할 수 있다고 보고 베팅하고 있다. https://slicast.com/article/93nm37 Slicast en 2026-10-30T12:46:34.000Z Intel's earnings were held back by a PC downturn ('PC winter'), which offset healthy growth in its AI business. https://slicast.com/zh/article/93nm37 Slicast zh-cn 2026-10-30T12:46:34.000Z 英特尔财报显示，个人电脑'寒冬'已经到来，抵消了其人工智能业务的健康增长。 https://slicast.com/ko/article/93nm37 Slicast ko 2026-10-30T12:46:34.000Z Intel의 실적은 PC 시장 침체('PC 윈터')의 영향으로 부진했으며, 이는 AI 사업의 견조한 성장을 상쇄했다. https://slicast.com/article/18f2q2v Slicast en 2026-10-30T12:45:29.000Z Amazon shares sank as the company spends heavily on AI. https://slicast.com/zh/article/18f2q2v Slicast zh-cn 2026-10-30T12:45:29.000Z 亚马逊股价下跌，原因是其在人工智能上的大额支出。 https://slicast.com/ko/article/18f2q2v Slicast ko 2026-10-30T12:45:29.000Z Amazon 주가는 회사가 AI에 대규모 투자를 이어가면서 하락했다. https://slicast.com/article/p557kj Slicast en 2026-10-30T12:44:38.000Z OpenAI CEO Sam Altman said it is 'terrible to have everybody have a bunch of the world's limited supply of DRAM' rather than having it all go into datacenters. https://slicast.com/zh/article/p557kj Slicast zh-cn 2026-10-30T12:44:38.000Z OpenAI首席执行官Sam Altman表示，'让所有人都占有全球有限的动态随机存取存储器供应，这很糟糕'，而不是把这些供应全部投入数据中心。 https://slicast.com/ko/article/p557kj Slicast ko 2026-10-30T12:44:38.000Z OpenAI CEO Sam Altman는 전 세계의 제한된 DRAM 공급량을 여러 사람이 나눠 쓰는 것보다 모두 데이터센터에 투입되는 것이 낫다고 하면서, 이런 상황은 "끔찍하다"고 말했다. https://slicast.com/article/x8t6tl Slicast en 2026-10-30T12:20:04.000Z China denied allegations that it ran a spy operation targeting Nvidia's CEO. https://slicast.com/zh/article/x8t6tl Slicast zh-cn 2026-10-30T12:20:04.000Z 中国否认了针对英伟达首席执行官实施间谍行动的指控。 https://slicast.com/ko/article/x8t6tl Slicast ko 2026-10-30T12:20:04.000Z 중국은 엔비디아 CEO를 겨냥한 간첩 활동을 벌였다는 혐의를 부인했다. https://slicast.com/article/1famxkc Slicast en 2026-10-30T12:15:00.000Z A reported $63B Broadcom deal with Anthropic is seen as potentially the contract that finally drives Broadcom's custom-silicon business into higher gear. https://slicast.com/zh/article/1famxkc Slicast zh-cn 2026-10-30T12:15:00.000Z 据报道，博通与Anthropic之间价值630亿美元的交易有望让博通的定制芯片业务真正提速。 https://slicast.com/ko/article/1famxkc Slicast ko 2026-10-30T12:15:00.000Z Broadcom과 Anthropic 간 630억 달러 규모의 것으로 보도된 계약은 Broadcom의 맞춤형 실리콘 사업을 본격적으로 끌어올릴 수 있는 계약으로 평가되고 있다. https://slicast.com/article/1jyw3gq Slicast en 2026-10-30T12:11:43.000Z Microsoft's Azure grew 48%, its fastest pace in two years, and Microsoft has named the segment after AI agents. https://slicast.com/zh/article/1jyw3gq Slicast zh-cn 2026-10-30T12:11:43.000Z 微软Azure增长48%，为两年来最快增速，同时微软将该业务板块以人工智能智能体命名。 https://slicast.com/ko/article/1jyw3gq Slicast ko 2026-10-30T12:11:43.000Z Microsoft의 Azure는 48% 성장하며 2년 만에 가장 빠른 성장세를 기록했고, Microsoft는 해당 부문의 이름을 AI 에이전트를 중심으로 바꿨다. https://slicast.com/article/1i88grk Slicast en 2026-10-30T12:06:41.000Z Oracle is among AI firms pushing ahead with Gulf expansion. https://slicast.com/zh/article/1i88grk Slicast zh-cn 2026-10-30T12:06:41.000Z 甲骨文是继续推进海湾地区扩张的人工智能公司之一。 https://slicast.com/ko/article/1i88grk Slicast ko 2026-10-30T12:06:41.000Z Oracle은 걸프 지역 확장을 추진하고 있는 AI 기업 중 하나다. https://slicast.com/article/1iou732 Slicast en 2026-10-30T12:00:00.000Z Xcel Energy rolled out a $70B five-year capital plan focused on renewables, with the spending plan including a 9.2 GW component (the source excerpt is truncated). https://slicast.com/zh/article/1iou732 Slicast zh-cn 2026-10-30T12:00:00.000Z Xcel Energy推出了一项以可再生能源为重点、规模为700亿美元的五年期资本计划，其中支出计划包含9.2吉瓦的相关部分（原文摘录被截断）。 https://slicast.com/ko/article/1iou732 Slicast ko 2026-10-30T12:00:00.000Z Xcel Energy가 재생에너지 중심의 5년 자본 지출 계획 700억 달러를 발표했으며, 이 지출 계획에는 9.2 GW 규모의 사업이 포함됩니다(원문 발췌가 잘려 있음). https://slicast.com/article/221895 Slicast en 2026-10-30T12:00:00.000Z TerraVolt Holdings secured an option on a 1,077-acre site in Idaho for a 240 MW gas-powered data center campus. https://slicast.com/zh/article/221895 Slicast zh-cn 2026-10-30T12:00:00.000Z TerraVolt Holdings获得了位于Idaho、占地1,077英亩用地的购买选择权，用于建设240兆瓦的燃气发电数据中心园区。 https://slicast.com/ko/article/221895 Slicast ko 2026-10-30T12:00:00.000Z TerraVolt Holdings는 아이다호주의 1,077에이커 부지에 대한 옵션을 확보했으며, 이곳에 240 MW급 가스 발전 기반 데이터센터 캠퍼스를 조성할 계획이다. https://slicast.com/article/13f2j1c Slicast en 2026-10-30T12:00:00.000Z INTEL CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/13f2j1c Slicast zh-cn 2026-10-30T12:00:00.000Z INTEL CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/13f2j1c Slicast ko 2026-10-30T12:00:00.000Z INTEL CORP, 10-Q 분기 보고서 제출 https://slicast.com/article/2j7iwi Slicast en 2026-10-30T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/2j7iwi Slicast zh-cn 2026-10-30T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/iv9vz2 Slicast en 2026-10-30T12:00:00.000Z AMAZON COM INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/iv9vz2 Slicast zh-cn 2026-10-30T12:00:00.000Z AMAZON COM INC 提交 10-Q：季度报告(10-Q) https://slicast.com/article/s9x59n Slicast en 2026-10-30T11:20:56.000Z Nebius leases 50 MW of AI data center capacity from AIB for a 12-year term. https://slicast.com/zh/article/s9x59n Slicast zh-cn 2026-10-30T11:20:56.000Z Nebius 向 AIB 租赁 50 兆瓦人工智能数据中心容量，租期 12 年。 https://slicast.com/ko/article/s9x59n Slicast ko 2026-10-30T11:20:56.000Z Nebius, AIB의 AI 데이터센터 용량 50 MW를 12년 기간으로 임차했다. https://slicast.com/article/rs6guf Slicast en 2026-10-30T11:11:19.000Z Envision says its 3GW Galaxy AI data center campus in China will be completed by 2028. https://slicast.com/zh/article/rs6guf Slicast zh-cn 2026-10-30T11:11:19.000Z 远景科技表示，其位于中国的 3 吉瓦 Galaxy 人工智能数据中心园区将于 2028 年建成。 https://slicast.com/ko/article/rs6guf Slicast ko 2026-10-30T11:11:19.000Z Envision은 중국에 건설 중인 3GW 규모 Galaxy AI 데이터센터 캠퍼스가 2028년까지 완공될 것이라고 밝혔다. https://slicast.com/article/19mujqd Slicast en 2026-10-30T11:05:51.000Z CXMT swung to a third-quarter net profit of 54.4 billion yuan as AI memory demand lifted chip prices, with sales up sevenfold even as growth slowed. https://slicast.com/zh/article/19mujqd Slicast zh-cn 2026-10-30T11:05:51.000Z 长鑫存储（CXMT）第三季度实现净利润 544 亿元，由亏转盈，人工智能带动的内存需求推高芯片价格；其销售额增长七倍，但增速已经放缓。 https://slicast.com/ko/article/19mujqd Slicast ko 2026-10-30T11:05:51.000Z CXMT, 3분기 순이익 544억 위안 흑자 전환… AI 메모리 수요에 칩 가격 상승, 매출은 7배 증가했으나 성장세 둔화 https://slicast.com/article/1v3ixiv Slicast en 2026-10-30T11:00:00.000Z Tom's Hardware tested Nvidia's Vera data center CPU standalone against Intel's Granite Rapids-AP and AMD's EPYC Turin. https://slicast.com/zh/article/1v3ixiv Slicast zh-cn 2026-10-30T11:00:00.000Z Tom's Hardware 对英伟达 Vera 数据中心中央处理器进行了单独测试，并与英特尔 Granite Rapids-AP 及 AMD EPYC Turin 进行了对比。 https://slicast.com/ko/article/1v3ixiv Slicast ko 2026-10-30T11:00:00.000Z Tom's Hardware가 Nvidia의 Vera 데이터센터 CPU를 단독으로 Intel의 Granite Rapids-AP 및 AMD의 EPYC Turin과 비교 테스트했다. https://slicast.com/article/12i9k9l Slicast en 2026-10-30T10:56:57.000Z A report reveals DeepSeek is raising financing on the scale of over 100 billion yuan at a valuation of 615.5 billion yuan. https://slicast.com/zh/article/12i9k9l Slicast zh-cn 2026-10-30T10:56:57.000Z 消息披露，DeepSeek 融资规模达千亿元级别，估值为 6155 亿元。 https://slicast.com/ko/article/12i9k9l Slicast ko 2026-10-30T10:56:57.000Z DeepSeek가 6,155억 위안의 기업가치로 1,000억 위안 이상 규모의 자금을 조달하고 있다는 보도가 나왔다. https://slicast.com/article/ar3t2u Slicast en 2026-10-30T10:56:56.000Z Foxconn says it is working on a new tie-up with OpenAI and that there is no AI bubble. https://slicast.com/zh/article/ar3t2u Slicast zh-cn 2026-10-30T10:56:56.000Z 鸿海表示正与 OpenAI 洽谈新的合作，并称人工智能并不存在泡沫。 https://slicast.com/ko/article/ar3t2u Slicast ko 2026-10-30T10:56:56.000Z Foxconn는 OpenAI와의 새로운 제휴를 추진 중이라고 밝혔으며, AI 거품은 존재하지 않는다고 말했다. https://slicast.com/article/1upiywh Slicast en 2026-10-30T10:40:00.000Z A criminal investigation has been launched into deforestation and environmental damage caused by Google's Finnish subsidiary in connection with an unapproved AI data center. https://slicast.com/zh/article/1upiywh Slicast zh-cn 2026-10-30T10:40:00.000Z 谷歌芬兰子公司因未经批准的人工智能数据中心建设造成森林砍伐及环境破坏，已被立案展开刑事调查。 https://slicast.com/ko/article/1upiywh Slicast ko 2026-10-30T10:40:00.000Z Google의 핀란드 자회사가 승인되지 않은 AI 데이터센터와 관련해 저지른 산림 벌채 및 환경 피해에 대한 형사 수사가 시작됐다. https://slicast.com/article/ledv0u Slicast en 2026-10-30T10:35:00.000Z Highlights from SNDK's Q1 earnings call centered on AI demand and supply discipline. https://slicast.com/zh/article/ledv0u Slicast zh-cn 2026-10-30T10:35:00.000Z SNDK 第一财季财报电话会议重点强调了人工智能需求与供给纪律。 https://slicast.com/ko/article/ledv0u Slicast ko 2026-10-30T10:35:00.000Z SNDK의 1분기 실적 발표 콘퍼런스 콜에서는 AI 수요와 공급 관리 기조가 주요 내용으로 다뤄졌다. https://slicast.com/article/14eb8xr Slicast en 2026-10-30T10:32:00.000Z Cameco reported third-quarter results, saying year-to-date performance is as expected, nuclear industry fundamentals continue to strengthen, and it has declared an annual dividend. https://slicast.com/zh/article/14eb8xr Slicast zh-cn 2026-10-30T10:32:00.000Z Cameco 公布第三季度业绩，表示年初至今业绩符合预期，核能行业基本面持续改善，并宣布派发年度股息。 https://slicast.com/ko/article/14eb8xr Slicast ko 2026-10-30T10:32:00.000Z Cameco, 3분기 실적을 발표했다. 연초 대비 실적은 예상 범위에 부합하며, 원자력 산업의 기초 여건은 계속 개선되고 있다고 밝혔다. 아울러 연간 배당을 선언했다. https://slicast.com/article/11qnseb Slicast en 2026-10-30T10:30:07.000Z Beijing rejected a US report alleging a suspected spy targeted Nvidia CEO Jensen Huang, calling the claims groundless amid rising US-China tech tensions. https://slicast.com/zh/article/11qnseb Slicast zh-cn 2026-10-30T10:30:07.000Z 北京驳回美方关于疑似间谍针对英伟达首席执行官黄仁勋的指控，称其毫无根据，中美科技紧张局势持续升温。 https://slicast.com/ko/article/11qnseb Slicast ko 2026-10-30T10:30:07.000Z 베이징은 미국 보고서가 엔비디아 젠슨 황 CEO를 겨냥한 간첩 활동 의혹이 있다고 주장한 데 대해 반박하며, 미·중 기술 갈등이 고조되는 가운데 근거 없는 주장이라고 일축했다. https://slicast.com/article/qe75eq Slicast en 2026-10-30T10:22:14.000Z CXMT plans to repurchase its own shares worth 1 to 2 billion yuan. https://slicast.com/zh/article/qe75eq Slicast zh-cn 2026-10-30T10:22:14.000Z 长鑫存储（CXMT）计划回购价值 10 亿至 20 亿元的公司股份。 https://slicast.com/ko/article/qe75eq Slicast ko 2026-10-30T10:22:14.000Z CXMT는 자사주 1억~2억 위안 규모를 재매입할 계획이다. https://slicast.com/article/17zy6rd Slicast en 2026-10-30T09:30:00.000Z A deadly explosion at Intel's Fab 28 in Israel forces a two-week shutdown with an estimated $600 million cost. Server CPU shipments are expected to be affected for two consecutive quarters. https://slicast.com/zh/article/17zy6rd Slicast zh-cn 2026-10-30T09:30:00.000Z 英特尔以色列 Fab 28 工厂发生致命爆炸,导致为期两周的停产,预计损失约 6 亿美元。服务器 CPU 出货预计将在连续两个季度受到影响。 https://slicast.com/ko/article/17zy6rd Slicast ko 2026-10-30T09:30:00.000Z 인텔의 이스라엘 Fab 28 공장에서 발생한 치명적인 폭발로 인해 2주간의 가동 중단이 불가피해졌으며, 추정 피해액은 6억 달러에 달한다. 서버용 CPU 출하량은 2개 분기 연속 영향을 받을 것으로 예상된다. https://slicast.com/article/4kqa32 Slicast en 2026-10-30T09:26:57.000Z Core Scientific shareholders have rejected CoreWeave's roughly $9 billion acquisition bid a second time. https://slicast.com/zh/article/4kqa32 Slicast zh-cn 2026-10-30T09:26:57.000Z Core Scientific股东再次否决了CoreWeave约90亿美元的收购要约。 https://slicast.com/ko/article/4kqa32 Slicast ko 2026-10-30T09:26:57.000Z Core Scientific 주주들이 CoreWeave의 약 90억 달러 규모 인수 제안을 두 번째로 거부했다. https://slicast.com/article/cpc7on Slicast en 2026-10-29T21:12:00.000Z Malaysia intercepts advanced AI chips concealed in 30 servers at KLIA, suspected to evade export controls https://slicast.com/zh/article/cpc7on Slicast zh-cn 2026-10-29T21:12:00.000Z 马来西亚机场截获逾 $1200 万芯片,藏匿于 30 台服务器,疑似规避出口管制中转 https://slicast.com/ko/article/cpc7on Slicast ko 2026-10-29T21:12:00.000Z 말레이시아, 쿠알라룸푸르 국제공항(KLIA)에서 서버 30대에 숨겨진 첨단 AI 칩 적발… 수출 통제 회피 의혹 https://slicast.com/article/vmlz5q Slicast en 2026-10-29T21:11:00.000Z Beijing proposes export controls on 23 AI technologies as Chinese hyperscalers join the capex surge https://slicast.com/zh/article/vmlz5q Slicast zh-cn 2026-10-29T21:11:00.000Z 中国 11 大平台 Q2 2026 资本开支 $276 亿,同比 +91%;但出口管制草案重塑出海边界 https://slicast.com/ko/article/vmlz5q Slicast ko 2026-10-29T21:11:00.000Z 베이징, 중국 하이퍼스케일러의 설비투자 급증에 맞춰 AI 기술 23종 수출통제 제안 https://slicast.com/article/1uczisp Slicast en 2026-10-29T21:10:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-29T21:10:00.000Z Nvidia 锁定供应链:与 6 大供应商签署数十亿美元协议,Rubin 配备 HBM4 / 22 TB/s,Feynman 2028 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-29T21:10:00.000Z Nvidia, AI 가속기 공급망 구축에 자금 지원해 생산 능력 확보 https://slicast.com/article/1gcsrj3 Slicast en 2026-10-29T21:09:00.000Z Broadcom Redefines AI Infrastructure with Industry-Leading Networking Innovations at 2026 OCP Global Summit https://slicast.com/zh/article/1gcsrj3 Slicast zh-cn 2026-10-29T21:09:00.000Z Broadcom OCP Global Summit:Tomahawk 6 / Thor Ultra 800G / CPO 三合一亮相,主打 10 万 GPU 集群 https://slicast.com/ko/article/1gcsrj3 Slicast ko 2026-10-29T21:09:00.000Z Broadcom, 2026 OCP 글로벌 서밋에서 업계 최고 수준의 네트워킹 혁신으로 AI 인프라 재정의 https://slicast.com/article/x4ve28 Slicast en 2026-10-29T21:08:00.000Z TeraWulf Expands Muskie Campus to 1 GW, Accelerates Phase 2 to 2029 https://slicast.com/zh/article/x4ve28 Slicast zh-cn 2026-10-29T21:08:00.000Z TeraWulf Muskie 校园容量从 500 MW 扩至 1 GW,第二阶段提前至 2029 年 https://slicast.com/ko/article/x4ve28 Slicast ko 2026-10-29T21:08:00.000Z TeraWulf, Muskie 캠퍼스를 1GW로 확장하고 2단계 일정을 2029년으로 앞당겨 https://slicast.com/article/15dlagr Slicast en 2026-10-29T21:06:00.000Z China Proposes Export Curbs on 23 AI Items, Including Model Weights and Chip Designs https://slicast.com/zh/article/15dlagr Slicast zh-cn 2026-10-29T21:06:00.000Z 中国 MOFCOM 提议对 23 项 AI 技术实施出口管制,含 LLM 权重与 >2 万亿参数模型 https://slicast.com/ko/article/15dlagr Slicast ko 2026-10-29T21:06:00.000Z 중국, 모델 가중치·칩 설계 등 AI 품목 23개에 대한 수출 규제 방안 제시 https://slicast.com/article/l1a10n Slicast en 2026-10-29T21:05:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-10-29T21:05:00.000Z Musk "guppy-level death"警告:债市已几乎关闭对纯 AI 数据中心公司的融资 https://slicast.com/ko/article/l1a10n Slicast ko 2026-10-29T21:05:00.000Z Elon Musk, 네오클라우드 200여 곳이 '구피급 소멸' 위기에 처해 있다고 주장 https://slicast.com/article/5btn1d Slicast en 2026-10-29T21:04:00.000Z Anthropic files S-1 to list on Nasdaq as ANT: $16.3B revenue, $80.7B loss, $800B+ compute commitments https://slicast.com/zh/article/5btn1d Slicast zh-cn 2026-10-29T21:04:00.000Z Anthropic 递交 S-1:上半年营收 $163 亿、亏损 $807 亿,算力承诺合同超 $8000 亿 https://slicast.com/ko/article/5btn1d Slicast ko 2026-10-29T21:04:00.000Z Anthropic, 나스닥 상장 위해 S-1 제출… 티커 ANT, 매출 163억 달러, 손실 807억 달러, 컴퓨팅 약정 8,000억 달러 이상 https://slicast.com/article/19yyyqg Slicast en 2026-10-29T21:03:00.000Z Alphabet Q3 Earnings Miss Sinks Stock, Reignites AI Capex Fears https://slicast.com/zh/article/19yyyqg Slicast zh-cn 2026-10-29T21:03:00.000Z Alphabet Q3 2026:近四年首次"营收+利润双双不及预期",资本开支 $513 亿亦低于 $551 亿预期 https://slicast.com/ko/article/19yyyqg Slicast ko 2026-10-29T21:03:00.000Z Alphabet 3분기 실적 미달에 주가 하락, AI 설비투자 우려 재점화 https://slicast.com/commentary/baidu-2026-10-29 Slicast en 2026-10-29T21:01:39.928Z Baidu HKEX Dual-Primary Listing and AI Revenue Pivot, October 2026 https://slicast.com/zh/commentary/baidu-2026-10-29 Slicast zh-cn 2026-10-29T21:01:39.928Z 百度港交所双重主要上市与AI收入转型，2026年10月 https://slicast.com/article/hrpxpg Slicast en 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027 Earnings: Cloud Growth Accelerates to 30% as Capex Misses on Delayed Third-Party Capacity https://slicast.com/zh/article/hrpxpg Slicast zh-cn 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027:资本开支 $452 亿低于预期 $507 亿,全年指引下修至 $1700 亿 https://slicast.com/ko/article/hrpxpg Slicast ko 2026-10-29T21:01:00.000Z Microsoft 2027 회계연도 1분기 실적: 클라우드 성장률 30%로 가속, 제3자 용량 지연으로 설비투자는 예상 밑돌아 https://slicast.com/article/apf4r5 Slicast en 2026-10-29T20:52:00.000Z ASIC is reportedly talking to bankers about the failed Firmus IPO, though no formal investigation has been opened yet. https://slicast.com/zh/article/apf4r5 Slicast zh-cn 2026-10-29T20:52:00.000Z 据报道，ASIC正在与投行人士就Firmus失败的首次公开募股进行沟通，但尚未启动正式调查。 https://slicast.com/ko/article/apf4r5 Slicast ko 2026-10-29T20:52:00.000Z ASIC은 실패한 Firmus IPO와 관련해 은행가들과 논의 중인 것으로 전해졌으나, 아직 공식 조사는 개시되지 않았다. https://slicast.com/commentary/iron-mountain-2026-10-29 Slicast en 2026-10-29T20:40:11.044Z Iron Mountain IRM: Saudi AI Compute Lease and Analyst Fair Value Upgrade, September 2026 https://slicast.com/zh/commentary/iron-mountain-2026-10-29 Slicast zh-cn 2026-10-29T20:40:11.044Z 铁山公司IRM：沙特AI算力租赁协议与分析师公允价值上调，2026年9月 https://slicast.com/commentary/google-2026-10-29 Slicast en 2026-10-29T20:30:00.456Z Google Cloud Stock, October 2026: A 12.6% Single-Session Drop Against a $513.9 Billion Backlog https://slicast.com/zh/commentary/google-2026-10-29 Slicast zh-cn 2026-10-29T20:30:00.456Z 谷歌云股价，2026年10月：单日跌幅12.6%，云服务积压合同达5139亿美元 https://slicast.com/brief/2026-10-30 Slicast en 2026-10-29T20:08:45.293Z Latest AI Infrastructure News: October 30, 2026 https://slicast.com/zh/brief/2026-10-30 Slicast zh-cn 2026-10-29T20:08:45.293Z AI 基础设施新闻早报 · 2026年10月30日 https://slicast.com/ko/brief/2026-10-30 Slicast ko 2026-10-29T20:08:45.293Z 최신 AI 인프라 뉴스 · 2026년 10월 30일 https://slicast.com/article/1ouzmi Slicast en 2026-10-29T19:52:05.000Z Eagle Point is providing $137.5 million in equipment financing to Energy Vault for power infrastructure serving AI data centers. https://slicast.com/zh/article/1ouzmi Slicast zh-cn 2026-10-29T19:52:05.000Z Eagle Point向Energy Vault提供1.375亿美元设备融资，用于人工智能数据中心的电力基础设施。 https://slicast.com/ko/article/1ouzmi Slicast ko 2026-10-29T19:52:05.000Z Eagle Point은 AI 데이터센터에 전력 인프라를 공급하는 Energy Vault에 1억 3,750만 달러 규모의 장비 금융을 제공합니다. https://slicast.com/article/ab7d8c Slicast en 2026-10-29T19:41:23.000Z Simply Wall St examines why Samsung Electronics (KOSE:A005930) is spending $1 billion on AI infrastructure. https://slicast.com/zh/article/ab7d8c Slicast zh-cn 2026-10-29T19:41:23.000Z Simply Wall St分析了三星电子（KOSE:A005930）为何在人工智能基础设施上投入10亿美元。 https://slicast.com/ko/article/ab7d8c Slicast ko 2026-10-29T19:41:23.000Z Simply Wall St가 삼성전자(KOSE:A005930)가 AI 인프라에 10억 달러를 투자하는 이유를 분석합니다. https://slicast.com/article/ofl94w Slicast en 2026-10-29T18:57:58.000Z Constellation has signed 20-year deals with Amazon and Google, a nuclear-power arrangement tied to data-center demand. https://slicast.com/zh/article/ofl94w Slicast zh-cn 2026-10-29T18:57:58.000Z Constellation与亚马逊、谷歌签署了为期20年的核电购电协议，服务于数据中心的负荷需求。 https://slicast.com/ko/article/ofl94w Slicast ko 2026-10-29T18:57:58.000Z Constellation은 Amazon 및 Google과 20년 계약을 체결했으며, 이는 데이터센터 수요와 연계된 원자력 발전 협약입니다. https://slicast.com/article/1eh01hs Slicast en 2026-10-29T18:53:54.000Z Synopsys has joined a Singapore consortium to improve cooling for data centers in tropical climates, combining engineering simulation, AI-assisted design, reduced-order modeling and physical testbed v https://slicast.com/zh/article/1eh01hs Slicast zh-cn 2026-10-29T18:53:54.000Z 新思科技加入新加坡一个财团，改进热带气候地区的数据中心冷却技术，将工程仿真、人工智能辅助设计、降阶建模与物理测试平台验证结合起来。 https://slicast.com/ko/article/1eh01hs Slicast ko 2026-10-29T18:53:54.000Z Synopsys가 열대 기후 지역 데이터센터의 냉각 성능 개선을 목표로 한 싱가포르 컨소시엄에 합류했다. 이번 협력은 엔지니어링 시뮬레이션, AI 기반 설계, 축소차수모델링(reduced-order modeling), 물리 테스트베드 검증을 결합한다. https://slicast.com/article/1fo835v Slicast en 2026-10-29T18:48:21.000Z Microsoft (MSFT) fiscal Q1 2027 earnings showed Azure surging 48% while the report flags growing energy concerns around AI. https://slicast.com/zh/article/1fo835v Slicast zh-cn 2026-10-29T18:48:21.000Z 微软（MSFT）2027财年第一季度财报显示，Azure增长48%，同时报道指出人工智能带来的能源担忧正在加剧。 https://slicast.com/ko/article/1fo835v Slicast ko 2026-10-29T18:48:21.000Z Microsoft(MSFT) 2027 회계연도 1분기 실적에서 Azure는 48% 급성장한 것으로 나타났으며, 보고서는 AI 관련 에너지 우려가 커지고 있다고 지적했다.