https://slicast.com/article/qohy7u Slicast en 2026-10-04T21:11:00.000Z OpenAI, Blackstone, and SoftBank jointly form a lobbying alliance to clear local obstacles to data center construction. https://slicast.com/zh/article/qohy7u Slicast zh-cn 2026-10-04T21:11:00.000Z OpenAI、Blackstone、SoftBank联合成立游说联盟，推动清除数据中心建设地方阻力 https://slicast.com/ko/article/qohy7u Slicast ko 2026-10-04T21:11:00.000Z OpenAI, Blackstone, SoftBank가 데이터센터 건설의 지역 장애물 극복을 위해 공동으로 로비 연합을 결성했다. https://slicast.com/article/1j80rl8 Slicast en 2026-10-04T21:10:00.000Z JERA, Dell, and RHAELM partnership drives large-scale AI computing infrastructure deployment in Japan https://slicast.com/zh/article/1j80rl8 Slicast zh-cn 2026-10-04T21:10:00.000Z JERA、Dell、RHAELM三方合作，AI算力基础设施规模化落地日本 https://slicast.com/ko/article/1j80rl8 Slicast ko 2026-10-04T21:10:00.000Z JERA, Dell, RHAELM 파트너십이 일본에서 대규모 AI 컴퓨팅 인프라 배포를 주도한다 https://slicast.com/article/qg1ev8 Slicast en 2026-10-04T21:09:00.000Z China's AI Data Center Investment Wave Extends to SMEs; National Capacity Surpasses 24GW, Ranks Second Globally https://slicast.com/zh/article/qg1ev8 Slicast zh-cn 2026-10-04T21:09:00.000Z 中国AI数据中心投资浪潮蔓延至中小企业，全国容量已超24GW跻身全球第二 https://slicast.com/ko/article/qg1ev8 Slicast ko 2026-10-04T21:09:00.000Z 중국 AI 데이터센터 투자 열풍이 중소기업으로 확대; 국가 용량 24GW 돌파, 글로벌 2위 https://slicast.com/article/1sfx8bf Slicast en 2026-10-04T21:08:00.000Z Export Control Progress: 10 Chinese Companies Allocated 75,000 H200 Units Each as 50% Total Volume Cap Takes Effect https://slicast.com/zh/article/1sfx8bf Slicast zh-cn 2026-10-04T21:08:00.000Z 出口管制新进展：10家中国企业获H200配额各7.5万片，50%总量封顶令同步生效 https://slicast.com/ko/article/1sfx8bf Slicast ko 2026-10-04T21:08:00.000Z 수출 통제 진전: 중국 10개 기업에 각각 75,000 H200 유닛 할당, 총 물량 50% 한도 발효 https://slicast.com/article/vksbqo Slicast en 2026-10-04T21:07:00.000Z NVIDIA seeks 16-layer HBM4 from SK Hynix, Samsung, and Micron; Q4 2026 delivery target triggers three-way development sprint https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-04T21:07:00.000Z NVIDIA向SK hynix、Samsung、Micron索要16层HBM4，Q4 2026交付目标触发三方开发冲刺 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-04T21:07:00.000Z NVIDIA, SK Hynix·Samsung·Micron으로부터 16층 HBM4 확보 추진, Q4 2026 납기 목표가 삼자 간 개발 경쟁 촉발 https://slicast.com/article/c74fhq Slicast en 2026-10-04T21:06:00.000Z The four major hyperscalers' combined AI capex for 2026 is approximately $730 billion, representing a year-over-year increase of about 78%. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-04T21:06:00.000Z 四大超大规模厂商2026年合计AI资本开支约$7300亿，同比大涨约78% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-04T21:06:00.000Z 주요 하이퍼스케일러 4곳의 2026년 AI 자본지출 합계는 약 $730 billion으로, 전년도 대비 약 78% 증가입니다. https://slicast.com/article/me67cr Slicast en 2026-10-04T21:05:00.000Z NVIDIA Commits Up to $105B Guarantee; OpenAI-SoftBank Ohio 10GW Mega-Campus Breaks Ground This Month https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-10-04T21:05:00.000Z NVIDIA承诺最高$1050亿担保，OpenAI-SoftBank俄亥俄10GW超级园区本月动工 https://slicast.com/ko/article/me67cr Slicast ko 2026-10-04T21:05:00.000Z NVIDIA, 최대 $105B 보증 약정; OpenAI-SoftBank Ohio 10GW 메가캠퍼스 이달 착공 https://slicast.com/article/1xxbcw5 Slicast en 2026-10-04T21:04:00.000Z IREN Q3 FY2026 revenue $144.8M beats expectations; AI Cloud +94% QoQ, NVIDIA $3.4B contract secured https://slicast.com/zh/article/1xxbcw5 Slicast zh-cn 2026-10-04T21:04:00.000Z IREN Q3 FY2026营收$1.448亿双杀预期，但AI Cloud季环比+94%、NVIDIA $34亿合同锁定 https://slicast.com/ko/article/1xxbcw5 Slicast ko 2026-10-04T21:04:00.000Z IREN Q3 FY2026 매출 $144.8M 예상치 상회; AI Cloud +94% QoQ, NVIDIA $3.4B 계약 확보 https://slicast.com/article/77qjpw Slicast en 2026-10-04T21:03:00.000Z Anthropic Files S-1; First Frontier AI Company Seeks Public Market Entry at $1-2 Trillion Valuation https://slicast.com/zh/article/77qjpw Slicast zh-cn 2026-10-04T21:03:00.000Z Anthropic公开S-1，全球首家前沿大模型公司冲击公开市场，估值目标$1-2万亿 https://slicast.com/ko/article/77qjpw Slicast ko 2026-10-04T21:03:00.000Z Anthropic S-1 제출; 프론티어 AI 기업 최초로 $1-2조 기업가치 공개 상장 추진 https://slicast.com/article/lvwk7l Slicast en 2026-10-04T21:02:00.000Z UK neocloud Nscale's US IPO: $35 billion valuation, $103 billion contract backing, NVIDIA leads $1 billion convertible bonds https://slicast.com/zh/article/lvwk7l Slicast zh-cn 2026-10-04T21:02:00.000Z 英国neocloud Nscale赴美IPO：$350亿估值、$1030亿合同背书，NVIDIA领投$10亿可转债 https://slicast.com/ko/article/lvwk7l Slicast ko 2026-10-04T21:02:00.000Z 영국 neocloud Nscale의 미국 IPO: 350억 달러 시가총액, 1030억 달러 계약 지원, NVIDIA 주도 10억 달러 전환사채 https://slicast.com/article/1b7vgfr Slicast en 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN rally Friday as GPU price hikes offset Sell rating headwinds https://slicast.com/zh/article/1b7vgfr Slicast zh-cn 2026-10-04T21:01:00.000Z CoreWeave、Nebius、IREN周五集体反弹——GPU涨价扳回Sell评级利空 https://slicast.com/ko/article/1b7vgfr Slicast ko 2026-10-04T21:01:00.000Z CoreWeave, Nebius, IREN 금요일 상승, GPU 가격 인상이 매도 등급 악재 상쇄 https://slicast.com/commentary/nvidia-2026-10-04 Slicast en 2026-10-04T20:48:41.718Z Why Tencent's Lease of 100,000 Nvidia H100/H200 Chips Challenges US Export Controls https://slicast.com/zh/commentary/nvidia-2026-10-04 Slicast zh-cn 2026-10-04T20:48:41.718Z 腾讯租赁10万块英伟达H100/H200芯片挑战美国出口管制框架，2026年10月 https://slicast.com/commentary/oracle-2026-10-04 Slicast en 2026-10-04T20:40:24.845Z Oracle AI Infrastructure, October 2026: Power Grid Delays, Force Majeure, and a Nuclear Hedge https://slicast.com/zh/commentary/oracle-2026-10-04 Slicast zh-cn 2026-10-04T20:40:24.845Z 甲骨文AI基础设施,2026年10月:电网延误、不可抗力条款与核电布局 https://slicast.com/commentary/anthropic-2026-10-04 Slicast en 2026-10-04T20:28:16.628Z Anthropic IPO, October 2026: $518 Billion in Infrastructure Commitments Test a $2 Trillion Valuation https://slicast.com/zh/commentary/anthropic-2026-10-04 Slicast zh-cn 2026-10-04T20:28:16.628Z Anthropic IPO 2026年10月：5180亿美元基础设施承诺与2万亿美元估值目标的考验 https://slicast.com/brief/2026-10-05 Slicast en 2026-10-04T20:17:01.696Z Latest AI Infrastructure News: October 5, 2026 https://slicast.com/zh/brief/2026-10-05 Slicast zh-cn 2026-10-04T20:17:01.696Z AI 基础设施新闻早报 · 2026年10月5日 https://slicast.com/ko/brief/2026-10-05 Slicast ko 2026-10-04T20:17:01.696Z 최신 AI 인프라 뉴스 · 2026년 10월 5일 https://slicast.com/article/3wdua1 Slicast en 2026-10-04T18:15:00.000Z China has accumulated 343 deep-ultraviolet (DUV) lithography systems while the U.S. urges allies to close export control loopholes. https://slicast.com/zh/article/3wdua1 Slicast zh-cn 2026-10-04T18:15:00.000Z 中国积累了343套深紫外(DUV)光刻系统,美国敦促盟国关闭出口管制漏洞。 https://slicast.com/ko/article/3wdua1 Slicast ko 2026-10-04T18:15:00.000Z 중국이 심자외선(DUV) 리소그래피 시스템 343개를 축적했으며, 미국은 동맹국들이 수출 규제 허점을 폐쇄하도록 촉구한다. https://slicast.com/article/1fmvgco Slicast en 2026-10-04T18:09:00.000Z Oracle has locked in a nuclear power deal as energy becomes AI's biggest supply chain constraint. https://slicast.com/zh/article/1fmvgco Slicast zh-cn 2026-10-04T18:09:00.000Z 甲骨文(Oracle)锁定核能交易,因能源成为AI最大的供应链瓶颈。 https://slicast.com/ko/article/1fmvgco Slicast ko 2026-10-04T18:09:00.000Z Oracle이 에너지가 AI의 최대 공급망 제약이 되면서 원전 거래를 확보했다. https://slicast.com/article/1v187qq Slicast en 2026-10-04T17:39:17.000Z Skybox files for a $550 million fourth data center in Hutto, Texas, as the state tightens grid rules. https://slicast.com/zh/article/1v187qq Slicast zh-cn 2026-10-04T17:39:17.000Z Skybox在德州Hutto提交了第四个价值5.5亿美元的数据中心申请,此时德州收紧了电网规则。 https://slicast.com/ko/article/1v187qq Slicast ko 2026-10-04T17:39:17.000Z Skybox가 Hutto, Texas에 $550 million 규모의 네 번째 데이터 센터 건설을 신청했으며, 주가 전력망 규칙을 강화하고 있다. https://slicast.com/article/thu73k Slicast en 2026-10-04T17:16:46.000Z Anthropic's disclosed $518 billion in AI infrastructure commitments loom over a reported $2 trillion IPO valuation as the company scales compute and deployment. https://slicast.com/zh/article/thu73k Slicast zh-cn 2026-10-04T17:16:46.000Z 人工智能研究公司Anthropic披露的5180亿美元AI基础设施承诺,在其报告的2万亿美元IPO估值下显得规模庞大,该公司正在扩展计算和部署。 https://slicast.com/ko/article/thu73k Slicast ko 2026-10-04T17:16:46.000Z 회사가 컴퓨팅과 배포 규모를 확대하면서 Anthropic이 공개한 $518 billion의 AI 인프라 약정이 보도된 $2 trillion IPO 가치평가에 의문을 제기하고 있다. https://slicast.com/article/sse94p Slicast en 2026-10-04T16:50:11.000Z Bitcoin miners are shifting $1.5 billion in hardware and power toward AI GPU workloads, sidelining legacy mining equipment. https://slicast.com/zh/article/sse94p Slicast zh-cn 2026-10-04T16:50:11.000Z 比特币矿工将15亿美元的硬件和电力转向AI GPU工作负载,搁置传统采矿设备。 https://slicast.com/ko/article/sse94p Slicast ko 2026-10-04T16:50:11.000Z Bitcoin 채굴자들이 $1.5 billion의 하드웨어와 전력을 AI GPU 작업 부하로 전환하면서 기존 채굴 장비는 외면하고 있습니다. https://slicast.com/article/16o3bms Slicast en 2026-10-04T16:18:30.000Z Menos AI, an AI-infrastructure company serving institutional investors, has raised $5.1 million. https://slicast.com/zh/article/16o3bms Slicast zh-cn 2026-10-04T16:18:30.000Z 面向机构投资者的AI基础设施公司Menos AI融资510万美元。 https://slicast.com/ko/article/16o3bms Slicast ko 2026-10-04T16:18:30.000Z 기관투자자 대상 AI 인프라 기업 Menos AI가 $5.1 million의 투자를 받았다. https://slicast.com/article/5ycemx Slicast en 2026-10-04T16:04:28.000Z Google deployed four TPUs aboard a satellite launched on SpaceX's Transporter-18 rideshare on October 1st, 2026, in partnership with Planet Labs. https://slicast.com/zh/article/5ycemx Slicast zh-cn 2026-10-04T16:04:28.000Z 谷歌在10月1日SpaceX Transporter-18共乘火箭上搭载了四个TPU,与Planet Labs合作在卫星上部署。 https://slicast.com/ko/article/5ycemx Slicast ko 2026-10-04T16:04:28.000Z Google은 Planet Labs와의 파트너십으로 2026년 10월 1일 SpaceX의 Transporter-18 라이드셰어를 통해 발사된 위성에 4개의 TPU를 배포했다. https://slicast.com/article/guxfdj Slicast en 2026-10-04T16:01:16.000Z LiLic Sidecar, a Vision Group power solution for AI infrastructure, debuts at YOTTA 2026. https://slicast.com/zh/article/guxfdj Slicast zh-cn 2026-10-04T16:01:16.000Z Vision Group的AI基础设施电源解决方案LiLic Sidecar在YOTTA 2026大会首次亮相。 https://slicast.com/ko/article/guxfdj Slicast ko 2026-10-04T16:01:16.000Z LiLic Sidecar, Vision Group의 AI 인프라 전원 솔루션이 YOTTA 2026에서 선보입니다. https://slicast.com/article/114vmng Slicast en 2026-10-04T15:47:42.000Z A California CEO has been charged in a $300 million Nvidia GPU smuggling case involving circumvention of export controls. https://slicast.com/zh/article/114vmng Slicast zh-cn 2026-10-04T15:47:42.000Z 一名加州首席执行官因涉及英伟达GPU走私的3亿美元案件而被控违反出口管制。 https://slicast.com/ko/article/114vmng Slicast ko 2026-10-04T15:47:42.000Z 캘리포니아 CEO가 수출 규제 회피와 관련된 $300 million Nvidia GPU 밀반출 사건으로 기소되었다. https://slicast.com/article/h2xj29 Slicast en 2026-10-04T15:38:00.000Z Amazon is seeking to move $8 billion in Nvidia chips off its balance sheet, signaling a potential shift in how hyperscalers finance AI infrastructure. https://slicast.com/zh/article/h2xj29 Slicast zh-cn 2026-10-04T15:38:00.000Z 亚马逊寻求将80亿美元的英伟达芯片从资产负债表中移除,预示超大规模云厂商AI基础设施融资方式可能转变。 https://slicast.com/ko/article/h2xj29 Slicast ko 2026-10-04T15:38:00.000Z Amazon이 Nvidia 칩 $8 billion을 대차대조표에서 제거하려 하고 있으며, 하이퍼스케일러들의 AI 인프라 자금조달 방식에서 잠재적 변화를 시사하고 있습니다. https://slicast.com/article/ii8vgm Slicast en 2026-10-04T15:35:11.000Z Cipher Digital (CIFR), a bitcoin-miner-turned-compute-platform, has extended its Barber Lake facility contract and lifted total contracted revenue above $9 billion. https://slicast.com/zh/article/ii8vgm Slicast zh-cn 2026-10-04T15:35:11.000Z 从比特币矿工转型为计算平台的Cipher Digital (CIFR)扩展了Barber Lake设施合同,总合同收入超过90亿美元。 https://slicast.com/ko/article/ii8vgm Slicast ko 2026-10-04T15:35:11.000Z Cipher Digital (CIFR)은 비트코인 채굴에서 컴퓨팅 플랫폼으로 전환한 기업으로, Barber Lake 시설 계약을 연장했으며 총 계약 매출을 90억 달러 이상으로 증가시켰다. https://slicast.com/article/ovmjim Slicast en 2026-10-04T15:04:22.000Z AI data-center projects from Oracle, Broadcom's data-center division (BE), and Applied Optoelectronics (APLD) are facing delays while an IO Fund analysis highlights power, not demand, as the binding b https://slicast.com/zh/article/ovmjim Slicast zh-cn 2026-10-04T15:04:22.000Z 来自甲骨文、博通数据中心部门(BE)和应用光电(APLD)的AI数据中心项目面临延迟,而IO Fund的分析强调电源而非需求是约束瓶颈。 https://slicast.com/ko/article/ovmjim Slicast ko 2026-10-04T15:04:22.000Z Oracle, Broadcom의 데이터센터 부문(BE), Applied Optoelectronics(APLD)의 AI 데이터센터 프로젝트들이 지연을 겪고 있는 한편, IO Fund 분석은 수요가 아닌 전력을 핵심 병목으로 지적했다. https://slicast.com/article/1lwmbr4 Slicast en 2026-10-04T14:45:32.000Z Abu Dhabi is deploying AI infrastructure in partnership with Together AI as the global AI race shifts from hype to deployment. https://slicast.com/zh/article/1lwmbr4 Slicast zh-cn 2026-10-04T14:45:32.000Z 阿布扎比与Together AI合作部署AI基础设施,全球AI竞争从炒作转向实际部署。 https://slicast.com/ko/article/1lwmbr4 Slicast ko 2026-10-04T14:45:32.000Z Abu Dhabi가 Together AI와 협력하여 AI 인프라를 배포하고 있으며, 전 세계 AI 경쟁이 과장에서 실제 배포로 전환되고 있습니다. https://slicast.com/article/1sc8vqh Slicast en 2026-10-04T14:32:19.000Z Tencent has leased 100,000 top-of-the-line U.S. AI chips (H100/H200 series) in a move that challenges U.S. export control frameworks. https://slicast.com/zh/article/1sc8vqh Slicast zh-cn 2026-10-04T14:32:19.000Z 腾讯租赁了10万块美国顶级AI芯片(H100/H200系列),这一举动挑战了美国出口管制框架。 https://slicast.com/ko/article/1sc8vqh Slicast ko 2026-10-04T14:32:19.000Z Tencent이 미국의 최고급 AI 칩 100,000개(H100/H200 시리즈)를 임차해 미국 수출규제 체계에 도전했다. https://slicast.com/article/14m1r9 Slicast en 2026-10-04T14:02:00.000Z Goodman is developing a 725-hectare AI data center campus in rural Queensland, Australia. https://slicast.com/zh/article/14m1r9 Slicast zh-cn 2026-10-04T14:02:00.000Z Goodman正在澳大利亚昆士兰州乡村地区开发一座725公顷的AI数据中心园区。 https://slicast.com/ko/article/14m1r9 Slicast ko 2026-10-04T14:02:00.000Z 굿맨이 호주 퀸즈랜드 시골 지역에 725헥타르 규모의 AI 데이터센터 캠퍼스를 개발 중이다. https://slicast.com/article/1uhntcu Slicast en 2026-10-04T13:49:14.000Z Rising yields and market volatility are creating headwinds for AI infrastructure funding rounds despite underlying demand. https://slicast.com/zh/article/1uhntcu Slicast zh-cn 2026-10-04T13:49:14.000Z 上升的收益率和市场波动正在为AI基础设施融资创造逆风,尽管基础需求强劲。 https://slicast.com/ko/article/1uhntcu Slicast ko 2026-10-04T13:49:14.000Z 상승하는 수익률과 시장 변동성은 기저 수요에도 불구하고 AI 인프라 펀딩 라운드에 역풍을 일으키고 있다. https://slicast.com/article/fyu9ja Slicast en 2026-10-04T13:44:15.000Z US and China resume trade talks in New York with AI chip export controls remaining a key point of contention. https://slicast.com/zh/article/fyu9ja Slicast zh-cn 2026-10-04T13:44:15.000Z 美国和中国在纽约恢复贸易谈判,AI芯片出口管制仍然是关键分歧点。 https://slicast.com/ko/article/fyu9ja Slicast ko 2026-10-04T13:44:15.000Z US와 China가 뉴욕에서 무역 협상을 재개했으며, AI 칩 수출 통제가 주요 갈등 사항으로 계속 남아있다. https://slicast.com/article/fhapws Slicast en 2026-10-04T13:41:22.000Z Lam Research cites AI manufacturing complexity and growing installed-base as drivers for elevated equipment demand. https://slicast.com/zh/article/fhapws Slicast zh-cn 2026-10-04T13:41:22.000Z Lam Research指出AI制造复杂性和不断增长的装机基础是设备需求上升的驱动因素。 https://slicast.com/ko/article/fhapws Slicast ko 2026-10-04T13:41:22.000Z Lam Research는 AI 제조 복잡성과 증가하는 설치 기반을 높은 장비 수요의 동인으로 언급했다. https://slicast.com/article/170qafo Slicast en 2026-10-04T13:31:59.000Z Al-Moammar Holding secures its first work order under Saudi Arabia's HUMAIN framework, valued at 148% of 2025 revenue. https://slicast.com/zh/article/170qafo Slicast zh-cn 2026-10-04T13:31:59.000Z Al-Moammar Holding在沙特阿拉伯HUMAIN框架下获得首个工作订单,价值超过2025年收入的148%。 https://slicast.com/ko/article/170qafo Slicast ko 2026-10-04T13:31:59.000Z Al-Moammar Holding이 사우디아라비아의 HUMAIN 프레임워크에 따라 첫 작업 주문을 확보했으며, 평가액은 2025년 매출의 148%이다. https://slicast.com/article/1yuz4fo Slicast en 2026-10-04T12:30:00.000Z Microsoft deploys native gardens and wetlands landscaping at 20+ data center sites to environmentally integrate large facilities. https://slicast.com/zh/article/1yuz4fo Slicast zh-cn 2026-10-04T12:30:00.000Z 微软在20多个数据中心设施部署本地花园和湿地景观美化,以便与环境融合。 https://slicast.com/ko/article/1yuz4fo Slicast ko 2026-10-04T12:30:00.000Z Microsoft는 20개 이상의 데이터 센터 부지에 자생 정원과 습지 조경을 조성하여 대규모 시설을 환경적으로 통합한다. https://slicast.com/article/rik9et Slicast en 2026-10-04T12:28:45.000Z EpochAI reports quarterly AI inference costs have dropped 47%, driven by chip efficiency gains and manufacturing scale. https://slicast.com/zh/article/rik9et Slicast zh-cn 2026-10-04T12:28:45.000Z EpochAI报告称季度AI推理成本下降47%,由芯片效率提升和制造规模驱动。 https://slicast.com/ko/article/rik9et Slicast ko 2026-10-04T12:28:45.000Z EpochAI는 칩 효율성 개선과 제조 규모 확대로 분기별 AI 추론 비용이 47% 하락했다고 보도했습니다. https://slicast.com/article/14ldcni Slicast en 2026-10-04T12:23:00.000Z Applied Digital's Polaris Forge 1 campus reaches 250 MW of operational compute capacity https://slicast.com/zh/article/14ldcni Slicast zh-cn 2026-10-04T12:23:00.000Z Applied Digital的Polaris Forge 1园区运营计算能力达到250 MW https://slicast.com/article/1863pr1 Slicast en 2026-10-04T12:15:26.000Z Micron reports higher profitability on HBM (high-bandwidth memory) products versus conventional DRAM. https://slicast.com/zh/article/1863pr1 Slicast zh-cn 2026-10-04T12:15:26.000Z Micron报告称HBM(高带宽内存)产品的盈利能力高于传统DRAM。 https://slicast.com/ko/article/1863pr1 Slicast ko 2026-10-04T12:15:26.000Z Micron이 HBM(고대역폭 메모리) 제품에서 기존 DRAM 대비 더 높은 수익성을 기록했다고 발표했다. https://slicast.com/article/1dkhgpb Slicast en 2026-10-04T11:30:06.000Z Anthropic prepares for public listing as the Trump administration weighs AI chip export policy stakes. https://slicast.com/zh/article/1dkhgpb Slicast zh-cn 2026-10-04T11:30:06.000Z Anthropic为公开上市做准备,特朗普政府正在权衡AI芯片出口政策的利益。 https://slicast.com/ko/article/1dkhgpb Slicast ko 2026-10-04T11:30:06.000Z Anthropic이 공개 상장을 준비하는 가운데 Trump 행정부는 AI 칩 수출 정책의 영향을 가늠하고 있다. https://slicast.com/article/5acu41 Slicast en 2026-10-04T11:10:47.000Z Applied Materials gains on an AI-focused advanced packaging deal, signaling continued equipment investment. https://slicast.com/zh/article/5acu41 Slicast zh-cn 2026-10-04T11:10:47.000Z Applied Materials因一项AI先进封装交易而上升,表明设备投资的持续性。 https://slicast.com/ko/article/5acu41 Slicast ko 2026-10-04T11:10:47.000Z Applied Materials는 AI 중심 고급 패키징 거래로 상승하며 지속적인 장비 투자를 시사한다. https://slicast.com/article/pjmyj9 Slicast en 2026-10-04T11:01:00.000Z A new map catalogs every planned and operational AI data center in New Jersey, revealing regional hyperscaler concentration. https://slicast.com/zh/article/pjmyj9 Slicast zh-cn 2026-10-04T11:01:00.000Z 一份新地图列举了新泽西州每一座计划和运营中的AI数据中心,显示区域超大规模计算商集中度。 https://slicast.com/ko/article/pjmyj9 Slicast ko 2026-10-04T11:01:00.000Z 새로운 지도는 뉴저지의 계획 중이거나 운영 중인 모든 AI 데이터센터를 기록하고, 지역 하이퍼스케일러의 집중을 드러낸다. https://slicast.com/article/1w16zxk Slicast en 2026-10-04T11:00:59.000Z Nvidia unveils the N1X PC chip for consumer and edge markets as AMD and Intel stocks decline. https://slicast.com/zh/article/1w16zxk Slicast zh-cn 2026-10-04T11:00:59.000Z 英伟达发布面向消费者和边缘市场的N1X PC芯片,而AMD和Intel股票下滑。 https://slicast.com/ko/article/1w16zxk Slicast ko 2026-10-04T11:00:59.000Z Nvidia가 소비자 및 엣지 시장용 N1X PC 칩을 공개하는 가운데 AMD와 Intel 주가가 하락하고 있다. https://slicast.com/article/gihxww Slicast en 2026-10-04T09:59:08.000Z Broadcom's custom silicon (Tomahawk) and Micron's HBM are evaluated as strategic AI infrastructure hardware bets. https://slicast.com/zh/article/gihxww Slicast zh-cn 2026-10-04T09:59:08.000Z Broadcom的定制芯片(Tomahawk)和Micron的HBM被评估为战略AI基础设施硬件投资。 https://slicast.com/ko/article/gihxww Slicast ko 2026-10-04T09:59:08.000Z Broadcom의 맞춤형 실리콘(Tomahawk)과 Micron의 HBM은 전략적 AI 인프라 하드웨어 베팅으로 평가된다. https://slicast.com/article/12umykg Slicast en 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory) announces an expansion plan as China pushes domestic HBM manufacturing capacity. https://slicast.com/zh/article/12umykg Slicast zh-cn 2026-10-04T09:24:40.000Z CXMT(长鑫存储)在中国推动国内HBM制造能力之际宣布扩产计划。 https://slicast.com/ko/article/12umykg Slicast ko 2026-10-04T09:24:40.000Z CXMT (ChangXin Memory)가 중국의 국내 HBM 제조 역량 강화에 따라 확장 계획을 발표했다. https://slicast.com/article/9fcjni Slicast en 2026-10-04T09:23:09.000Z A $300 million Nvidia GPU smuggling case surfaces as export control enforcement action intensifies. https://slicast.com/zh/article/9fcjni Slicast zh-cn 2026-10-04T09:23:09.000Z 一起价值3亿美元的英伟达GPU走私案浮出水面,出口管制执法力度加强。 https://slicast.com/ko/article/9fcjni Slicast ko 2026-10-04T09:23:09.000Z 수출통제 단속 강화 속에 $300 million Nvidia GPU 밀수 사건 적발 https://slicast.com/article/1rgjank Slicast en 2026-10-04T09:04:39.000Z Bitcoin miners lost $1.5 billion in mining capacity during H1 2026 as operations pivot toward high-performance computing services. https://slicast.com/zh/article/1rgjank Slicast zh-cn 2026-10-04T09:04:39.000Z 比特币矿工在2026年上半年失去15亿美元的挖矿产能,运营转向高性能计算服务。 https://slicast.com/ko/article/1rgjank Slicast ko 2026-10-04T09:04:39.000Z Bitcoin 채굴업체들이 2026년 상반기 동안 $1.5 billion의 채굴 역량을 손실하며 고성능 컴퓨팅 서비스로 사업을 전환하고 있다. https://slicast.com/article/18zbk4d Slicast en 2026-10-04T09:01:00.000Z Multiple AI data centers are planned or under operation near South Carolina's Lowcountry region. https://slicast.com/zh/article/18zbk4d Slicast zh-cn 2026-10-04T09:01:00.000Z 多个AI数据中心在南卡罗来纳州Lowcountry地区计划或运营。 https://slicast.com/ko/article/18zbk4d Slicast ko 2026-10-04T09:01:00.000Z 사우스캐롤라이나 롤컨트리 지역 근처에 여러 AI 데이터 센터가 계획 중이거나 운영 중입니다. https://slicast.com/article/1vm6sr Slicast en 2026-10-04T09:00:00.000Z Firmus, Australia's largest data-center operator, announces plans for a Nasdaq listing with a reported $44 billion valuation. https://slicast.com/zh/article/1vm6sr Slicast zh-cn 2026-10-04T09:00:00.000Z 澳大利亚最大数据中心运营商Firmus计划在纳斯达克上市，估值报告为440亿美元。 https://slicast.com/ko/article/1vm6sr Slicast ko 2026-10-04T09:00:00.000Z 호주 최대 데이터센터 운영사인 Firmus가 440억 달러 기업가치로 Nasdaq 상장 계획을 발표했습니다. https://slicast.com/article/13bct5n Slicast en 2026-10-04T08:51:44.000Z Microsoft and Chevron sign a 20-year power purchase agreement to supply a Texas data-center facility. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-04T08:51:44.000Z 微软与雪佛龙签署20年购电协议，为其德克萨斯州数据中心供电。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-04T08:51:44.000Z Microsoft와 Chevron이 텍사스 데이터센터용 20년 전력 구매 계약을 체결했습니다. https://slicast.com/article/79qc6t Slicast en 2026-10-04T07:39:09.000Z South Korean regulators face calls to raise the cap on direct power purchases by data centers from the grid amid surging AI infrastructure demand. https://slicast.com/zh/article/79qc6t Slicast zh-cn 2026-10-04T07:39:09.000Z 面对AI基础设施需求激增，韩国监管部门面临提高数据中心直接购电上限的呼声。 https://slicast.com/ko/article/79qc6t Slicast ko 2026-10-04T07:39:09.000Z AI 인프라 수요가 급증하는 가운데 한국 규제 당국이 데이터센터의 전력망 직접 구매 한도 상향을 요구받고 있다. https://slicast.com/article/und8ne Slicast en 2026-10-04T07:26:35.000Z TeraWulf announces 3-gigawatt AI infrastructure capacity plans, winning analyst endorsement with 25%+ upside potential. https://slicast.com/zh/article/und8ne Slicast zh-cn 2026-10-04T07:26:35.000Z TeraWulf宣布3吉瓦AI基础设施容量计划，获得分析师支持，预期上升空间超过25%。 https://slicast.com/ko/article/und8ne Slicast ko 2026-10-04T07:26:35.000Z TeraWulf가 3기가와트 AI 인프라 용량 계획을 발표하며, 분석가 지지로 25%+ 상향여력을 확보했다. https://slicast.com/article/s2342a Slicast en 2026-10-04T07:16:49.000Z Cerebras redesigns its AI accelerator architecture to sidestep TSMC's CoWoS advanced packaging bottleneck constraining rival AI chip capacity. https://slicast.com/zh/article/s2342a Slicast zh-cn 2026-10-04T07:16:49.000Z Cerebras重新设计其AI加速器架构以规避台积电CoWoS高端封装瓶颈对竞争对手的制约。 https://slicast.com/ko/article/s2342a Slicast ko 2026-10-04T07:16:49.000Z Cerebras가 AI 가속기 아키텍처를 재설계해 경쟁사 AI 칩 용량을 제약하는 TSMC의 CoWoS 고급 패키징 병목을 우회한다. https://slicast.com/article/fosyut Slicast en 2026-10-04T06:16:06.000Z The US Department of Justice indicts a CEO for smuggling $300 million in AI chips to China, enforcing export-control restrictions on advanced semiconductors. https://slicast.com/zh/article/fosyut Slicast zh-cn 2026-10-04T06:16:06.000Z 美国司法部起诉一位CEO走私价值3亿美元的AI芯片到中国，执法出口管制限制。 https://slicast.com/ko/article/fosyut Slicast ko 2026-10-04T06:16:06.000Z 미국 법무부가 CEO를 기소했습니다. 중국으로 3억 달러의 AI 칩을 밀수한 혐의로, 첨단 반도체에 대한 수출 통제 제한을 집행하고 있습니다. https://slicast.com/article/16p4z6o Slicast en 2026-10-04T05:26:00.000Z Oracle signs a nuclear power partnership to supply its data-center facilities with reliable, carbon-free baseload power. https://slicast.com/zh/article/16p4z6o Slicast zh-cn 2026-10-04T05:26:00.000Z Oracle与核电厂商签署协议为其数据中心设施供应可靠的无碳基荷电力。 https://slicast.com/ko/article/16p4z6o Slicast ko 2026-10-04T05:26:00.000Z Oracle이 자신의 데이터센터에 신뢰할 수 있는 무탄소 기저 전력을 공급하기 위해 핵에너지 파트너십을 체결했다. https://slicast.com/article/1933mu Slicast en 2026-10-04T04:51:09.000Z NVIDIA unveils Rubin, an inference-optimized chip architecture designed to reduce per-token AI inference costs. https://slicast.com/zh/article/1933mu Slicast zh-cn 2026-10-04T04:51:09.000Z 英伟达推出Rubin推理优化芯片架构，旨在降低单位令牌AI推理成本。 https://slicast.com/ko/article/1933mu Slicast ko 2026-10-04T04:51:09.000Z NVIDIA가 토큰당 AI 추론 비용을 줄이기 위해 설계된 추론 최적화 칩 아키텍처인 Rubin을 공개했다. https://slicast.com/article/1q9qzmr Slicast en 2026-10-04T04:50:57.000Z NVIDIA invests $668 million in GMI Cloud while Amazon commits $8 billion to custom AI chip development, signaling diverging chip strategies among vendors and hyperscalers. https://slicast.com/zh/article/1q9qzmr Slicast zh-cn 2026-10-04T04:50:57.000Z 英伟达向GMI Cloud投资6.68亿美元，同时Amazon承诺投入80亿美元开发定制AI芯片，体现芯片策略的分化。 https://slicast.com/ko/article/1q9qzmr Slicast ko 2026-10-04T04:50:57.000Z NVIDIA가 GMI Cloud에 $668 million을, Amazon이 커스텀 AI 칩 개발에 $8 billion을 투자하면서, 벤더와 하이퍼스케일러 사이의 엇갈리는 칩 전략을 시사하고 있다. https://slicast.com/article/og26gn Slicast en 2026-10-04T04:39:15.000Z SoftBank expands AI infrastructure funding through a $4 billion capital deployment with DigitalBridge, a global digital-infrastructure owner. https://slicast.com/zh/article/og26gn Slicast zh-cn 2026-10-04T04:39:15.000Z 软银通过与全球数字基础设施所有者DigitalBridge的40亿美元资本部署扩大AI基础设施融资。 https://slicast.com/ko/article/og26gn Slicast ko 2026-10-04T04:39:15.000Z SoftBank은 글로벌 디지털 인프라 소유사 DigitalBridge와 $40억 자본 배치를 통해 AI 인프라 펀딩을 확대합니다. https://slicast.com/article/clq9wo Slicast en 2026-10-04T04:20:27.000Z Elon Musk confirms talks with TSMC for the Terafab chipmaking venture, naming Intel as the only other disclosed partner in the joint chip factory initiative. https://slicast.com/zh/article/clq9wo Slicast zh-cn 2026-10-04T04:20:27.000Z 马斯克确认与台积电进行Terafab芯片制造合作谈判，英特尔是已公开披露的唯一其他合作伙伴。 https://slicast.com/ko/article/clq9wo Slicast ko 2026-10-04T04:20:27.000Z Elon Musk가 Terafab 칩 제조 벤처를 위한 TSMC와의 협상을 확인했으며, Intel을 합작 칩 팩토리 이니셔티브의 공개된 유일한 다른 파트너로 지명했다. https://slicast.com/article/5f66eh Slicast en 2026-10-04T03:05:05.000Z Tencent leases 100,000 AI chips from Oracle for $7 billion under US export-control constraints limiting direct chip imports to China. https://slicast.com/zh/article/5f66eh Slicast zh-cn 2026-10-04T03:05:05.000Z 腾讯以70亿美元从Oracle租赁100万片AI芯片，受美国出口管制限制约束。 https://slicast.com/ko/article/5f66eh Slicast ko 2026-10-04T03:05:05.000Z Tencent이 중국으로의 직접 칩 수입을 제한하는 미국 수출 통제 제약 하에서 Oracle에서 100,000개의 AI 칩을 $7 billion에 임차했다. https://slicast.com/article/1zrxev Slicast en 2026-10-04T03:05:00.000Z Analyst forecasts indicate hyperscaler capex growth is peaking as AI infrastructure funding diverges between hyperscalers and dedicated compute platforms. https://slicast.com/zh/article/1zrxev Slicast zh-cn 2026-10-04T03:05:00.000Z 分析师预测显示超级大型云计算厂商资本支出增长预期见顶，AI基础设施融资在融资层面显现结构性分化。 https://slicast.com/ko/article/1zrxev Slicast ko 2026-10-04T03:05:00.000Z 분석가 예측에 따르면 하이퍼스케일러 자본지출 성장이 정점을 향하고 있으며, AI 인프라 펀딩이 하이퍼스케일러와 전용 컴퓨팅 플랫폼으로 분화하고 있습니다. https://slicast.com/article/13ik54x Slicast en 2026-10-04T02:53:46.000Z Bloom Energy is identified as a potential partner behind massive AI data-center projects planned for Panama, according to RBC Capital Markets analysis. https://slicast.com/zh/article/13ik54x Slicast zh-cn 2026-10-04T02:53:46.000Z 据瑞银资本分析，Bloom Energy被认为是巴拿马大规模AI数据中心项目的潜在合作伙伴。 https://slicast.com/ko/article/13ik54x Slicast ko 2026-10-04T02:53:46.000Z RBC Capital Markets 분석에 따르면 Bloom Energy는 파나마를 위해 계획된 거대한 AI 데이터센터 프로젝트의 잠재적 파트너로 파악된다. https://slicast.com/article/1ia2g4j Slicast en 2026-10-04T01:57:16.000Z Broadcom's AI chip revenue triples as Applied Digital locks in $36 billion of custom AI accelerator capacity in a multi-year supply agreement. https://slicast.com/zh/article/1ia2g4j Slicast zh-cn 2026-10-04T01:57:16.000Z Broadcom的AI芯片收入增长三倍，Applied Digital在多年期供应协议中锁定360亿美元定制AI加速器容量。 https://slicast.com/ko/article/1ia2g4j Slicast ko 2026-10-04T01:57:16.000Z Broadcom AI 칩 수익이 3배 증가하며, Applied Digital은 다년 공급 계약을 통해 $36 billion 규모의 맞춤형 AI 가속기 용량을 확보했다. https://slicast.com/article/16bnc7b Slicast en 2026-10-03T23:10:52.000Z Uranium miner Cameco's order book strengthens as demand from Seoul and Saskatchewan regions feeds the nuclear-for-AI-datacentre pipeline. https://slicast.com/zh/article/16bnc7b Slicast zh-cn 2026-10-03T23:10:52.000Z 铀矿商Cameco订单簿增长,首尔和萨斯喀彻温区域对AI数据中心核电需求推动核电产业发展。 https://slicast.com/ko/article/16bnc7b Slicast ko 2026-10-03T23:10:52.000Z 우라늄 채광업체 Cameco의 주문 잔고가 Seoul과 Saskatchewan 지역의 AI 데이터센터용 원전 수요가 파이프라인을 견인하면서 강화되고 있다. https://slicast.com/article/1imdux1 Slicast en 2026-10-03T22:57:41.000Z Cisco has raised AI-related orders to $9B, demonstrating sustained infrastructure networking demand from hyperscalers building out AI datacenters. https://slicast.com/zh/article/1imdux1 Slicast zh-cn 2026-10-03T22:57:41.000Z Cisco将AI相关订单提升至90亿美元,表明超大规模公司在构建AI数据中心时基础设施网络需求依然强劲。 https://slicast.com/ko/article/1imdux1 Slicast ko 2026-10-03T22:57:41.000Z Cisco는 AI 관련 주문을 $9B로 올렸으며, AI 데이터센터를 구축하는 하이퍼스케일러들의 지속적인 인프라 네트워킹 수요를 보여준다. https://slicast.com/article/1w4kpc Slicast en 2026-10-03T22:37:02.000Z NVIDIA CEO Jensen Huang credits Elon Musk with completing xAI's Colossus datacenter facility in 19 days, an unusually fast construction pace. https://slicast.com/zh/article/1w4kpc Slicast zh-cn 2026-10-03T22:37:02.000Z 英伟达CEO黄仁勋赞扬埃隆·马斯克在19天内完成xAI的Colossus数据中心设施建设,建设速度异常快。 https://slicast.com/ko/article/1w4kpc Slicast ko 2026-10-03T22:37:02.000Z NVIDIA CEO Jensen Huang은 Elon Musk이 xAI의 Colossus 데이터센터 시설을 19일 만에 완성한 것을 칭찬했으며, 이는 이례적으로 빠른 건설 속도이다. https://slicast.com/article/i0lmph Slicast en 2026-10-03T22:11:36.000Z Memphis city council faces a final vote on a potential datacenter pause, with local opposition targeting xAI's Colossus facility siting. https://slicast.com/zh/article/i0lmph Slicast zh-cn 2026-10-03T22:11:36.000Z 孟菲斯市议会就数据中心可能暂停进行最终投票,当地反对派针对xAI的Colossus设施选址提出反对。 https://slicast.com/ko/article/i0lmph Slicast ko 2026-10-03T22:11:36.000Z Memphis 시 의회가 데이터센터 일시 중단 가능성에 대한 최종 투표를 앞두고 있으며, 지역 반대 세력이 xAI의 Colossus 시설 부지 선정을 겨냥하고 있다. https://slicast.com/article/1tnd5xy Slicast en 2026-10-03T21:46:26.000Z CScale exits stealth with $145M Series C funding to build optical-interconnect technology for gigawatt-scale AI infrastructure clusters. https://slicast.com/zh/article/1tnd5xy Slicast zh-cn 2026-10-03T21:46:26.000Z CScale以1.45亿美元C轮融资退出隐身模式,为GW级AI基础设施集群构建光学互联技术。 https://slicast.com/ko/article/1tnd5xy Slicast ko 2026-10-03T21:46:26.000Z CScale이 기가와트급 AI 인프라 클러스터용 광학 상호연결 기술 개발을 위해 $145M Series C 펀딩으로 스텔스를 종료했습니다. https://slicast.com/article/3j3mwl Slicast en 2026-10-03T21:36:15.000Z China's ChangXin Memory (CXMT) completes $8.5B Shanghai IPO debut, achieving valuation above Intel's market cap and emerging as direct DRAM competitor to Micron and SK Hynix. https://slicast.com/zh/article/3j3mwl Slicast zh-cn 2026-10-03T21:36:15.000Z 中国长鑫存储(CXMT)完成85亿美元上海IPO上市,估值超越英特尔市值,成为美光和SK海力士的直接DRAM竞争对手。 https://slicast.com/ko/article/3j3mwl Slicast ko 2026-10-03T21:36:15.000Z 중국의 ChangXin Memory (CXMT)가 $8.5B Shanghai IPO 상장을 완료했으며, Intel의 시가총액을 초과하는 기업가치를 달성하고 Micron과 SK Hynix의 직접 DRAM 경쟁사로 부상했다. https://slicast.com/article/y9j7tk Slicast en 2026-10-03T21:36:01.000Z Amazon structures an $8B chip-leaseback agreement with NVIDIA, financing GPU procurement through financial leasing rather than direct capital purchase. https://slicast.com/zh/article/y9j7tk Slicast zh-cn 2026-10-03T21:36:01.000Z 亚马逊与英伟达达成80亿美元芯片回租协议,通过融资租赁而非直接资本购买融资GPU采购。 https://slicast.com/ko/article/y9j7tk Slicast ko 2026-10-03T21:36:01.000Z Amazon이 NVIDIA와 8B 달러 규모의 칩 리스백 계약을 체결하여 GPU 조달을 직접 자본 구매가 아닌 금융 리스로 진행한다. https://slicast.com/article/1qe74o9 Slicast en 2026-10-03T21:31:40.000Z Neocloud Nebius acquires Inferize, a cold-start inference optimizer, to strengthen its end-to-end AI inference software stack and compete with hyperscaler-owned orchestration platforms. https://slicast.com/zh/article/1qe74o9 Slicast zh-cn 2026-10-03T21:31:40.000Z 新云公司Nebius收购冷启动推理优化器Inferize,加强其端到端AI推理软件堆栈,与超大规模公司拥有的协调平台竞争。 https://slicast.com/ko/article/1qe74o9 Slicast ko 2026-10-03T21:31:40.000Z Neocloud Nebius는 콜드스타트 추론 최적화기 Inferize를 인수해 엔드투엔드 AI 추론 소프트웨어 스택을 강화하고 하이퍼스케일러 소유의 오케스트레이션 플랫폼과 경쟁한다. https://slicast.com/article/1gksp7s Slicast en 2026-10-03T21:13:06.000Z China escalates supply-chain competition by targeting U.S. rare-earth suppliers, raising strategic mineral access concerns for advanced-packaging and interconnect fabrication. https://slicast.com/zh/article/1gksp7s Slicast zh-cn 2026-10-03T21:13:06.000Z 中国通过针对美国稀土供应商升级供应链竞争,引发先进封装和互联制造战略矿物获取风险。 https://slicast.com/ko/article/1gksp7s Slicast ko 2026-10-03T21:13:06.000Z 중국이 미국 희토류 공급업체를 겨냥해 공급망 경쟁을 심화시키고, advanced-packaging 및 interconnect 제조용 전략적 광물 접근 우려를 야기. https://slicast.com/article/frdefv Slicast en 2026-10-03T21:11:00.000Z Export control compliance vacuum persists: Trump's new rules delayed, global data center siting under pressure https://slicast.com/zh/article/frdefv Slicast zh-cn 2026-10-03T21:11:00.000Z 出口管制合规真空延续：特朗普新规迟迟未落地，数据中心全球选址承压 https://slicast.com/article/ceb9em Slicast en 2026-10-03T21:10:00.000Z Rothschild Redburn initiates sell ratings on CoreWeave/Nebius, citing unsustainable "VC-subsidized compute demand" https://slicast.com/zh/article/ceb9em Slicast zh-cn 2026-10-03T21:10:00.000Z Rothschild Redburn对CoreWeave/Nebius双发卖出，直指"VC供血型算力需求"不可持续 https://slicast.com/article/17uorfj Slicast en 2026-10-03T21:09:00.000Z Vantage Frontier Breaks Ground: $25B/1.4GW, Stargate/OpenAI's Largest Single AI Compute Facility in Texas https://slicast.com/zh/article/17uorfj Slicast zh-cn 2026-10-03T21:09:00.000Z Vantage Frontier园区破土：$250亿/1.4GW，Stargate/OpenAI德克萨斯最大单体算力项目 https://slicast.com/ko/article/17uorfj Slicast ko 2026-10-03T21:09:00.000Z Vantage Frontier 착공: $25B/1.4GW, Stargate/OpenAI의 텍사스 최대 단일 AI 컴퓨팅 시설 https://slicast.com/article/1ys9j5b Slicast en 2026-10-03T21:08:00.000Z Jefferies: Only 50% of US data centers scheduled for 2026 are under construction; 80% of 2028 pipeline has yet to break ground. https://slicast.com/zh/article/1ys9j5b Slicast zh-cn 2026-10-03T21:08:00.000Z Jefferies：美国2026数据中心仅半数在建，2028管线80%尚未破土 https://slicast.com/ko/article/1ys9j5b Slicast ko 2026-10-03T21:08:00.000Z 제프리스: 2026년 예정 미국 데이터센터의 50%만 건설 중이며, 2028년 파이프라인의 80%는 아직 착공하지 않았다. https://slicast.com/article/ny38zs Slicast en 2026-10-03T21:07:00.000Z Bain Report: AI Market Must Generate $6 Trillion in Annual Revenue by 2031 to Support Current Infrastructure Investment Momentum https://slicast.com/zh/article/ny38zs Slicast zh-cn 2026-10-03T21:07:00.000Z Bain报告：AI市场须在2031年每年产生$6万亿收入，方能支撑当前基础设施投资惯性 https://slicast.com/ko/article/ny38zs Slicast ko 2026-10-03T21:07:00.000Z Bain Report: AI 시장은 현 인프라 투자 모멘텀을 지탱하기 위해 2031년까지 연간 $6 조 수익 창출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin enters full-scale mass production, SK Hynix/Samsung/Micron vie for 16-layer HBM4 supply contracts https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin进入全面量产，SK Hynix/Samsung/Micron争夺16层HBM4供货大单 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin 본격 양산 진입, SK Hynix/Samsung/Micron 16층 HBM4 공급 계약 놓고 경쟁 https://slicast.com/article/15ykz05 Slicast en 2026-10-03T21:05:00.000Z Analysts rank NuScale, Oklo, and GE Vernova nuclear stocks by backlog depth rather than hype, validating backlog as the credible metric for datacentre-power project viability. https://slicast.com/zh/article/15ykz05 Slicast zh-cn 2026-10-03T21:05:00.000Z 分析师按积压订单深度而非炒作对NuScale、Oklo和GE Vernova核电股进行排名,验证积压作为数据中心电力项目可行性的可信指标。 https://slicast.com/ko/article/15ykz05 Slicast ko 2026-10-03T21:05:00.000Z 분석가들은 과장이 아닌 백로그 깊이를 기준으로 NuScale, Oklo, GE Vernova 핵전력 주식을 순위 매기며, 데이터센터 전력 프로젝트 타당성의 신뢰할 수 있는 지표로 백로그를 입증했다. https://slicast.com/article/5vf9pd Slicast en 2026-10-03T21:05:00.000Z Anthropic IPO reportedly pushed to November with $2 trillion valuation target for largest IPO on record https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-10-03T21:05:00.000Z Anthropic IPO据报道或推至11月，$2万亿目标估值剑指史上最大上市 https://slicast.com/ko/article/5vf9pd Slicast ko 2026-10-03T21:05:00.000Z Anthropic IPO 11월로 미루어진 것으로 전해져, 2조 달러 밸류에이션 목표로 사상 최대 규모 IPO 달성 https://slicast.com/article/b1cma8 Slicast en 2026-10-03T21:04:00.000Z Nscale NYSE IPO countdown: $35 billion valuation, $3.36 billion convertible bonds in place, Microsoft+Anthropic anchor $88.2 billion announcement-level contracts https://slicast.com/zh/article/b1cma8 Slicast zh-cn 2026-10-03T21:04:00.000Z Nscale NYSE IPO倒计时：$350亿估值、$33.6亿可转债到位，Microsoft+Anthropic锚定$882亿声明级合同 https://slicast.com/ko/article/b1cma8 Slicast ko 2026-10-03T21:04:00.000Z Nscale NYSE IPO 카운트다운: $35 billion 기업가치 평가, $3.36 billion 전환사채 확보, Microsoft+Anthropic 앵커 $88.2 billion 공시 수준 계약 https://slicast.com/article/3g4rec Slicast en 2026-10-03T21:03:00.000Z Alphabet raised 2026 capital expenditure by approximately $15 billion to $195-205 billion, shifting toward third-party computing capacity to fill capacity gaps. https://slicast.com/zh/article/3g4rec Slicast zh-cn 2026-10-03T21:03:00.000Z Alphabet上调2026资本开支约$150亿至$1950~2050亿，转向依赖第三方算力弥补容量缺口 https://slicast.com/ko/article/3g4rec Slicast ko 2026-10-03T21:03:00.000Z Alphabet이 2026 자본 지출을 약 $15 billion 인상하여 $195-205 billion으로 확대했으며, 용량 부족을 메우기 위해 제삼자 컴퓨팅 용량으로 전환하고 있습니다. https://slicast.com/article/k7byuf Slicast en 2026-10-03T21:02:00.000Z Nebius raises GPU prices 17-21% across the board, simultaneously acquires Israeli inference-optimization startup Inferize https://slicast.com/zh/article/k7byuf Slicast zh-cn 2026-10-03T21:02:00.000Z Nebius GPU全线涨价17~21%，同步收购以色列推理优化初创Inferize https://slicast.com/ko/article/k7byuf Slicast ko 2026-10-03T21:02:00.000Z Nebius GPU 가격 17-21% 인상, 동시에 이스라엘 추론 최적화 스타트업 Inferize 인수 https://slicast.com/article/1wbyy08 Slicast en 2026-10-03T21:01:00.000Z Micron FY2026 Breaks All Records: Q4 Quarterly Revenue $54.2 Billion, Annual Revenue $133.2 Billion, +256% Year-over-Year https://slicast.com/zh/article/1wbyy08 Slicast zh-cn 2026-10-03T21:01:00.000Z Micron FY2026打破所有纪录：Q4单季营收$542亿，全年$1332亿同比+256% https://slicast.com/ko/article/1wbyy08 Slicast ko 2026-10-03T21:01:00.000Z Micron FY2026 역대 최고 성과: Q4 분기 매출 $54.2 Billion, 연간 매출 $133.2 Billion, 전년 대비 +256% https://slicast.com/article/3wt08s Slicast en 2026-10-03T20:47:35.000Z Core Scientific (CORZ) stock soars as the bitcoin-mining-turned-hosting operator announces Oklahoma datacenter facility reaching gigawatt scale. https://slicast.com/zh/article/3wt08s Slicast zh-cn 2026-10-03T20:47:35.000Z 比特币挖矿转向服务商Core Scientific (CORZ)股价飙升,该公司宣布俄克拉荷马州数据中心设施达到GW级规模。 https://slicast.com/ko/article/3wt08s Slicast ko 2026-10-03T20:47:35.000Z Core Scientific (CORZ) 주가가 비트코인 채굴 사업을 호스팅 운영으로 전환한 기업의 Oklahoma 데이터센터 시설이 기가와트 규모에 도달했다는 발표에 따라 급등했다. https://slicast.com/commentary/xai-2026-10-03 Slicast en 2026-10-03T20:26:43.197Z Why Memphis May Pause xAI's Colossus as Its GPU Count Targets 1.44 Million https://slicast.com/zh/commentary/xai-2026-10-03 Slicast zh-cn 2026-10-03T20:26:43.197Z 孟菲斯拟暂停数据中心建设，xAI Colossus年底冲刺144万枚GPU，2026年10月 https://slicast.com/brief/2026-10-04 Slicast en 2026-10-03T20:14:41.477Z Latest AI Infrastructure News: October 4, 2026 https://slicast.com/zh/brief/2026-10-04 Slicast zh-cn 2026-10-03T20:14:41.477Z AI 基础设施新闻早报 · 2026年10月4日 https://slicast.com/ko/brief/2026-10-04 Slicast ko 2026-10-03T20:14:41.477Z 최신 AI 인프라 뉴스 · 2026년 10월 4일 https://slicast.com/article/1agewgw Slicast en 2026-10-03T19:46:36.000Z Chicago Mercantile Exchange (CME) launches AI-compute pricing and futures trading, formalizing a new financial asset class for AI infrastructure capacity and enabling hedging. https://slicast.com/zh/article/1agewgw Slicast zh-cn 2026-10-03T19:46:36.000Z 芝加哥商业交易所(CME)推出AI计算定价和期货交易,将AI基础设施容量正式化为新的金融资产类别,启用套期保值。 https://slicast.com/ko/article/1agewgw Slicast ko 2026-10-03T19:46:36.000Z Chicago Mercantile Exchange (CME)는 AI 컴퓨팅 가격 책정 및 선물 거래를 출시하여 AI 인프라 용량을 위한 새로운 금융 자산 분류를 정식화하고 헤징을 가능하게 한다. https://slicast.com/article/5up7hg Slicast en 2026-10-03T19:06:00.000Z Amazon Web Services drops non-disclosure agreements on datacenter specifications, advancing industry-wide transparency in siting, capacity, and power-consumption disclosure. https://slicast.com/zh/article/5up7hg Slicast zh-cn 2026-10-03T19:06:00.000Z 亚马逊网络服务(AWS)取消了对数据中心规格的保密协议,推进数据中心选址、容量和功耗披露的行业透明度。 https://slicast.com/ko/article/5up7hg Slicast ko 2026-10-03T19:06:00.000Z Amazon Web Services가 데이터센터 사양에 관한 비공개 계약을 철회하며 데이터센터 위치, 용량, 전력 소비 공개를 통해 업계 전반의 투명성을 높입니다. https://slicast.com/article/1mk98sg Slicast en 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU) positioned as nuclear investment alternative to Oklo and NuScale for AI data center power. https://slicast.com/zh/article/1mk98sg Slicast zh-cn 2026-10-03T18:46:00.000Z Centrus Energy（纽交所：LEU）作为AI数据中心电力的核能投资选项，相比Oklo和NuScale。 https://slicast.com/ko/article/1mk98sg Slicast ko 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU)는 AI 데이터센터 전력을 위한 Oklo 및 NuScale에 대한 핵 투자 대안으로 포지셔닝됩니다. https://slicast.com/article/1x957m1 Slicast en 2026-10-03T18:20:31.000Z Cleanspark (CLSK) stock leads cryptocurrency-equities gains on market embrace of the miner-to-datacenter hosting pivot as a sustainable business model. https://slicast.com/zh/article/1x957m1 Slicast zh-cn 2026-10-03T18:20:31.000Z Cleanspark (CLSK)股价领涨加密货币类股,市场拥抱矿工向数据中心托管转变作为可持续商业模式。 https://slicast.com/ko/article/1x957m1 Slicast ko 2026-10-03T18:20:31.000Z Cleanspark (CLSK) 주식이 채굴-데이터센터 호스팅 전환을 지속 가능한 비즈니스 모델로 수용하는 시장의 움직임으로 암호화폐 및 주식 상승을 주도하고 있다. https://slicast.com/article/rxojjo Slicast en 2026-10-03T18:12:44.000Z Broadcom reportedly plans a ~$100B debt package to finance AI-infrastructure expansion, signaling massive capex into networking and switching infrastructure for hyperscaler buildout. https://slicast.com/zh/article/rxojjo Slicast zh-cn 2026-10-03T18:12:44.000Z Broadcom据报计划筹集约1000亿美元债券融资AI基础设施扩张,表明向超大规模公司建设的网络和交换基础设施大额资本支出。 https://slicast.com/ko/article/rxojjo Slicast ko 2026-10-03T18:12:44.000Z Broadcom이 AI 인프라 확대를 위해 약 $100B 규모의 채무 패키지를 추진할 계획이라고 보도되었으며, 이는 하이퍼스케일러 구축을 위한 네트워킹 및 스위칭 인프라에 대한 막대한 자본 지출을 시사합니다. https://slicast.com/article/634tc0 Slicast en 2026-10-03T17:42:17.000Z TSMC faces revenue uncertainty in 2028-29 as AI infrastructure investments face mounting pressure to demonstrate returns. https://slicast.com/zh/article/634tc0 Slicast zh-cn 2026-10-03T17:42:17.000Z TSMC在2028-29年面临收入不确定性，因为AI基础设施投资面临巨大压力以证明其回报。 https://slicast.com/ko/article/634tc0 Slicast ko 2026-10-03T17:42:17.000Z TSMC는 AI 인프라 투자가 수익을 입증해야 한다는 증가하는 압박 속에서 2028-29년 수익 불확실성에 직면하고 있습니다. https://slicast.com/article/mb2a4s Slicast en 2026-10-03T17:21:30.000Z Nvidia has taken a 9.3% stake in Nebius, a GPU-cloud provider; the company acquired a Tel Aviv-based software company and is tracking a 193% stock run into year-end. https://slicast.com/zh/article/mb2a4s Slicast zh-cn 2026-10-03T17:21:30.000Z 英伟达持有Nebius 9.3%股份；该GPU云服务商收购了特拉维夫软件公司，股价跟踪全年193%涨幅。 https://slicast.com/ko/article/mb2a4s Slicast ko 2026-10-03T17:21:30.000Z Nvidia가 GPU 클라우드 제공업체 Nebius의 9.3% 지분을 확보했으며, 동사는 Tel Aviv 기반 소프트웨어 회사를 인수했고 연말까지 주가 193% 상승을 기록하고 있습니다. https://slicast.com/article/3yzmni Slicast en 2026-10-03T16:35:53.000Z The CLARITY Act, US semiconductor competitiveness legislation, is nearing congressional passage despite concerns raised by New York's top prosecutor. https://slicast.com/zh/article/3yzmni Slicast zh-cn 2026-10-03T16:35:53.000Z 美国芯片竞争力法案《CLARITY法案》尽管面临纽约州首席检察官的担忧但即将通过。 https://slicast.com/ko/article/3yzmni Slicast ko 2026-10-03T16:35:53.000Z CLARITY Act 미국 반도체 경쟁력 법안이 뉴욕 최고 검사의 우려에도 불구하고 의회 통과가 임박했다. https://slicast.com/article/bqg1is Slicast en 2026-10-03T16:12:54.000Z Nvidia reported Q1 FY2027 revenue of $81.6 billion with 85% year-over-year growth; stock approaching $224 and $229.49 resistance levels. https://slicast.com/zh/article/bqg1is Slicast zh-cn 2026-10-03T16:12:54.000Z 英伟达报告Q1财年2027收入达816亿美元，同比增长85%；股价逼近224美元和229.49美元阻力位。 https://slicast.com/ko/article/bqg1is Slicast ko 2026-10-03T16:12:54.000Z Nvidia는 Q1 FY2027 매출 $81.6 billion을 기록했고 전년 동기 대비 85% 성장했습니다. 주가는 $224와 $229.49 저항선에 접근 중입니다. https://slicast.com/article/8iyc8 Slicast en 2026-10-03T16:11:48.000Z Nvidia's data center segment revenue grew 92% year-over-year, accelerating faster than overall company growth of 85%, driving stock momentum toward $229. https://slicast.com/zh/article/8iyc8 Slicast zh-cn 2026-10-03T16:11:48.000Z 英伟达数据中心部门同比增长92%，超过公司整体85%的增长，推动股价向229美元阻力位冲击。 https://slicast.com/ko/article/8iyc8 Slicast ko 2026-10-03T16:11:48.000Z Nvidia의 데이터센터 부문 매출은 92% 전년동기 대비 성장하며, 회사 전체 85% 성장률을 상회하는 속도로 가속화하면서 주가를 $229 방향으로 견인하고 있습니다. https://slicast.com/article/1peylte Slicast en 2026-10-03T16:05:25.000Z Goldman Sachs analyst Snider forecasts AI will drive a strong US corporate earnings season across multiple sectors. https://slicast.com/zh/article/1peylte Slicast zh-cn 2026-10-03T16:05:25.000Z 高盛分析师Snider预测AI将推动美国企业盈利季在多个部门范围内的强劲表现。 https://slicast.com/ko/article/1peylte Slicast ko 2026-10-03T16:05:25.000Z 골드만삭스 분석가 스나이더는 AI가 여러 분야의 미국 기업 실적 시즌을 견인할 것으로 전망합니다. https://slicast.com/article/1r6cx3j Slicast en 2026-10-03T15:35:30.000Z Broadcom positioned as Wall Street's favorite AI growth play through custom silicon, networking, and Tomahawk interconnect. https://slicast.com/zh/article/1r6cx3j Slicast zh-cn 2026-10-03T15:35:30.000Z Broadcom因自定义芯片、网络和Tomahawk互联产品被定位为AI增长的华尔街宠股。 https://slicast.com/ko/article/1r6cx3j Slicast ko 2026-10-03T15:35:30.000Z Broadcom은 커스텀 실리콘, 네트워킹, Tomahawk 인터커넥트를 통해 Wall Street가 가장 선호하는 AI 성장주로 포지셔닝되어 있다. https://slicast.com/article/18h8ynd Slicast en 2026-10-03T15:17:33.000Z TSMC reported $35.9 billion quarterly revenue while demand continues to outpace CoWoS and advanced-node capacity. https://slicast.com/zh/article/18h8ynd Slicast zh-cn 2026-10-03T15:17:33.000Z TSMC报告季度收入达359亿美元，同时需求继续超过CoWoS和先进工艺产能。 https://slicast.com/ko/article/18h8ynd Slicast ko 2026-10-03T15:17:33.000Z TSMC가 분기 수익 $35.9 billion을 보고했으며, 수요는 계속해서 CoWoS 및 고급 노드 용량을 상회하고 있다. https://slicast.com/article/1rwg2j7 Slicast en 2026-10-03T15:11:51.000Z Bloom Energy's solid oxide fuel cell pitch for AI data center power receives mixed Wall Street analyst reception. https://slicast.com/zh/article/1rwg2j7 Slicast zh-cn 2026-10-03T15:11:51.000Z Bloom Energy固体氧化物燃料电池作为AI数据中心电力获得华尔街分析师的混合评价。 https://slicast.com/ko/article/1rwg2j7 Slicast ko 2026-10-03T15:11:51.000Z Bloom Energy의 AI 데이터센터 전력용 고체산화물 연료전지 제안이 Wall Street 분석가들로부터 엇갈린 반응을 받고 있다. https://slicast.com/article/l6b8q5 Slicast en 2026-10-03T15:00:00.000Z Direct liquid cooling becomes essential specification for data centers running high-power AI accelerators like NVIDIA Blackwell. https://slicast.com/zh/article/l6b8q5 Slicast zh-cn 2026-10-03T15:00:00.000Z 直接液冷却对数据中心部署运行NVIDIA Blackwell等高功率AI加速器已成关键规范。 https://slicast.com/ko/article/l6b8q5 Slicast ko 2026-10-03T15:00:00.000Z NVIDIA Blackwell 같은 고성능 AI 가속기를 운영하는 데이터 센터에서 직접 액체 냉각이 필수 사양이 된다. https://slicast.com/article/139cvt6 Slicast en 2026-10-03T14:50:50.000Z Elon Musk confirms discussions with TSMC on multiple Terafab chipmaking collaboration and foundry opportunities. https://slicast.com/zh/article/139cvt6 Slicast zh-cn 2026-10-03T14:50:50.000Z 埃隆·马斯克证实与TSMC就Terafab芯片制造和代工多项合作机会的讨论。 https://slicast.com/ko/article/139cvt6 Slicast ko 2026-10-03T14:50:50.000Z 엘론 머스크가 TSMC와의 다양한 테라팹 칩 제조 협업 및 파운드리 기회에 대한 협의를 확인했다. https://slicast.com/article/1v5xnjl Slicast en 2026-10-03T14:31:26.000Z OpenAI spending $500,000 daily investigating security breach impacting internal systems and infrastructure. https://slicast.com/zh/article/1v5xnjl Slicast zh-cn 2026-10-03T14:31:26.000Z OpenAI每日支出$500,000调查影响内部系统基础设施的安全漏洞。 https://slicast.com/ko/article/1v5xnjl Slicast ko 2026-10-03T14:31:26.000Z OpenAI가 내부 시스템과 인프라에 영향을 미치는 보안 침해를 조사하기 위해 매일 $500,000을 지출하고 있다. https://slicast.com/article/8goqf4 Slicast en 2026-10-03T14:13:56.000Z Google is investing $14 billion in Finnish data center campuses with emphasis on renewable energy integration and green infrastructure. https://slicast.com/zh/article/8goqf4 Slicast zh-cn 2026-10-03T14:13:56.000Z 谷歌在芬兰数据中心投资140亿美元，强调可再生能源整合和绿色基础设施。 https://slicast.com/ko/article/8goqf4 Slicast ko 2026-10-03T14:13:56.000Z Google은 $14 billion을 핀란드 데이터센터 캠퍼스에 투자하고 있으며 재생에너지 통합과 녹색 인프라를 강조하고 있습니다. https://slicast.com/article/1gviofs Slicast en 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB launches at $4,999 with 128GB model jumping to $6,950 due to HBM supply constraints. https://slicast.com/zh/article/1gviofs Slicast zh-cn 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB以$4,999推出，128GB型号因HBM供应限制升至$6,950。 https://slicast.com/ko/article/1gviofs Slicast ko 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB는 $4,999에 출시되며, 128GB 모델은 HBM 공급 제약으로 인해 $6,950으로 상향된다. https://slicast.com/article/1fdgaqp Slicast en 2026-10-03T13:58:43.000Z Together AI advances low-cost open-model inference infrastructure and team collaboration productivity tools. https://slicast.com/zh/article/1fdgaqp Slicast zh-cn 2026-10-03T13:58:43.000Z Together AI推进低成本开源模型推断基础设施和团队协作生产力工具。 https://slicast.com/ko/article/1fdgaqp Slicast ko 2026-10-03T13:58:43.000Z Together AI는 저비용 오픈 모델 추론 인프라와 팀 협업 생산성 도구를 선도합니다. https://slicast.com/article/12h1224 Slicast en 2026-10-03T13:51:00.000Z Cameco pursues Saskatchewan provincial reactor mandate for data center power as RBC lifts price target to $130. https://slicast.com/zh/article/12h1224 Slicast zh-cn 2026-10-03T13:51:00.000Z Cameco争取萨斯喀彻温省反应堆授权作为数据中心电力，RBC将价格目标提升至$130。 https://slicast.com/ko/article/12h1224 Slicast ko 2026-10-03T13:51:00.000Z Cameco, 데이터센터 전력용 Saskatchewan 주 원자로 위임 추진; RBC 목표가 $130으로 상향 https://slicast.com/article/2ap4zi Slicast en 2026-10-03T13:51:00.000Z Cameco's data center nuclear pipeline fully stocked but market awaits disclosed contract volumes and timeline. https://slicast.com/zh/article/2ap4zi Slicast zh-cn 2026-10-03T13:51:00.000Z Cameco数据中心核电管道库存充足但市场等待披露的合同数量和时间表。 https://slicast.com/ko/article/2ap4zi Slicast ko 2026-10-03T13:51:00.000Z Cameco의 데이터센터 원자력 파이프라인이 완전히 갖춰졌으나, 시장은 공개된 계약 규모와 일정을 기다리고 있다. https://slicast.com/article/19h11y6 Slicast en 2026-10-03T13:45:17.000Z CanSemi raises $1.12 billion in Shenzhen IPO with extraordinary 2,360x oversubscription. https://slicast.com/zh/article/19h11y6 Slicast zh-cn 2026-10-03T13:45:17.000Z CanSemi在深圳IPO融资$1.12亿美元，获得2,360倍超额认购。 https://slicast.com/ko/article/19h11y6 Slicast ko 2026-10-03T13:45:17.000Z CanSemi가 선전 IPO에서 $1.12 billion을 조성했으며 비상적인 2,360배 공모 과매수를 기록했다. https://slicast.com/article/1owrdam Slicast en 2026-10-03T13:27:40.000Z China's ChangXin Memory Technologies (CXMT) plans $8.5 billion IPO as Micron stock crashes below $910. https://slicast.com/zh/article/1owrdam Slicast zh-cn 2026-10-03T13:27:40.000Z 中国ChangXin Memory Technologies（CXMT）计划融资$8.5亿IPO，Micron股价跌破$910。 https://slicast.com/ko/article/1owrdam Slicast ko 2026-10-03T13:27:40.000Z 중국의 ChangXin Memory Technologies (CXMT)가 $8.5 billion IPO를 계획하는 가운데 Micron 주가가 $910 아래로 급락했다. https://slicast.com/article/2cno4f Slicast en 2026-10-03T13:10:00.000Z AI agents now consume 5x more tokens than humans on OpenRouter, with usage growing 14x since February 2026. https://slicast.com/zh/article/2cno4f Slicast zh-cn 2026-10-03T13:10:00.000Z 根据OpenRouter数据，AI代理现消耗比人类多5倍的令牌，自二月以来增长14倍。 https://slicast.com/ko/article/2cno4f Slicast ko 2026-10-03T13:10:00.000Z AI 에이전트는 OpenRouter에서 인간보다 토큰을 5배 더 많이 소비하고 있으며, 2026년 2월 이후 사용량이 14배 증가했습니다. https://slicast.com/article/1uhnz1p Slicast en 2026-10-03T13:04:15.000Z Intel faces severe supply squeeze as AI server demand outpaces available Xeon production capacity. https://slicast.com/zh/article/1uhnz1p Slicast zh-cn 2026-10-03T13:04:15.000Z Intel面临严重供应挤压，AI服务器需求超过Xeon可用产能。 https://slicast.com/ko/article/1uhnz1p Slicast ko 2026-10-03T13:04:15.000Z AI 서버 수요가 이용 가능한 Xeon 생산 용량을 초과하면서 인텔이 심각한 공급 부족에 직면하고 있다. https://slicast.com/article/1pxfzqn Slicast en 2026-10-03T13:03:00.000Z Uranium prices break 19-year record yet GE Vernova, NuScale, and Cameco nuclear stocks simultaneously collapse. https://slicast.com/zh/article/1pxfzqn Slicast zh-cn 2026-10-03T13:03:00.000Z 铀价格创19年新高，但GE Vernova、NuScale和Cameco核电股股价同步下跌。 https://slicast.com/ko/article/1pxfzqn Slicast ko 2026-10-03T13:03:00.000Z 우라늄 가격이 19년 최고 기록을 경신했으나 GE Vernova, NuScale, Cameco 원자력 주식은 동시에 급락했다. https://slicast.com/article/2s33e2 Slicast en 2026-10-03T13:00:00.000Z Seattle's data center moratorium remains in effect but new projects proceed through permitting loopholes. https://slicast.com/zh/article/2s33e2 Slicast zh-cn 2026-10-03T13:00:00.000Z 西雅图数据中心暂停继续但新项目通过许可漏洞继续推进。 https://slicast.com/ko/article/2s33e2 Slicast ko 2026-10-03T13:00:00.000Z 시애틀의 데이터센터 모라토리움은 계속 유효하나 신규 프로젝트들은 허가 절차 허점을 통해 진행되고 있다. https://slicast.com/article/1hd0ahg Slicast en 2026-10-03T12:07:32.000Z Dell Technologies joined a $15 billion AI data center consortium project in Japan. https://slicast.com/zh/article/1hd0ahg Slicast zh-cn 2026-10-03T12:07:32.000Z 戴尔科技加入日本150亿美元AI数据中心联合项目。 https://slicast.com/ko/article/1hd0ahg Slicast ko 2026-10-03T12:07:32.000Z Dell Technologies가 일본 $15억 AI 데이터센터 컨소시엄 프로젝트에 참여했다. https://slicast.com/article/sc5ain Slicast en 2026-10-03T11:15:00.000Z California Attorney General subpoenas OpenAI regarding unauthorized hacking incidents by its AI agents; establishes developer legal accountability for model misuse. https://slicast.com/zh/article/sc5ain Slicast zh-cn 2026-10-03T11:15:00.000Z 加州司法部长就OpenAI AI代理进行的未授权黑客入侵向其发出传票，确立开发者对模型滥用的法律责任。 https://slicast.com/article/genmk2 Slicast en 2026-10-03T11:05:00.000Z Nvidia-backed Nscale's UK 'largest AI supercomputer' faces years of delay due to insufficient power grid capacity to support its data centers. https://slicast.com/zh/article/genmk2 Slicast zh-cn 2026-10-03T11:05:00.000Z 英伟达支持的Nscale英国最大AI超级计算机因电网容量不足而面临多年延迟。 https://slicast.com/ko/article/genmk2 Slicast ko 2026-10-03T11:05:00.000Z Nvidia가 지원하는 Nscale의 UK '최대 규모 AI 슈퍼컴퓨터'가 데이터 센터를 지원할 불충분한 전력망 용량으로 인해 수년간의 지연에 직면하고 있다. https://slicast.com/article/1nq4y5c Slicast en 2026-10-03T10:50:00.000Z Amazon Web Services commits $1 billion over five years to address community concerns near its data centers, including education and local issues. https://slicast.com/zh/article/1nq4y5c Slicast zh-cn 2026-10-03T10:50:00.000Z 亚马逊网络服务承诺在五年内投入10亿美元解决其数据中心附近社区关切的问题，包括教育和本地事务。 https://slicast.com/ko/article/1nq4y5c Slicast ko 2026-10-03T10:50:00.000Z Amazon Web Services는 데이터센터 인근 지역사회의 우려에 대응하기 위해 5년간 $1 billion을 투입하며, 교육 및 지역 문제를 포함합니다. https://slicast.com/article/ixw54q Slicast en 2026-10-03T10:41:00.000Z Anthropic is on track to raise up to $100 billion in a November IPO, at a valuation comparable to leading hyperscalers. https://slicast.com/zh/article/ixw54q Slicast zh-cn 2026-10-03T10:41:00.000Z Anthropic预计在11月IPO中融资最多1000亿美元，估值与主流超大规模云相当。 https://slicast.com/ko/article/ixw54q Slicast ko 2026-10-03T10:41:00.000Z Anthropic은 11월 IPO를 통해 $100 billion까지 모금할 예정이며, 주요 하이퍼스케일러 수준의 기업가치로 평가받고 있습니다. https://slicast.com/article/w45a97 Slicast en 2026-10-03T10:35:24.000Z ASML CEO warns that stringent export controls on semiconductor manufacturing equipment to China risk enabling Beijing to develop competing chip-equipment vendors. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-10-03T10:35:24.000Z ASML首席执行官警告，对华芯片制造设备出口管制过度可能促使中国开发竞争对手设备厂商。 https://slicast.com/ko/article/w45a97 Slicast ko 2026-10-03T10:35:24.000Z ASML CEO가 중국 반도체 제조 장비 수출 통제 강화가 베이징의 경쟁 칩 장비 업체 개발을 초래할 위험을 경고했다. https://slicast.com/article/1c0x6a5 Slicast en 2026-10-03T10:29:39.000Z Core Scientific writes off $1.1 billion in Bitcoin mining assets as the company pivots to AI infrastructure operations. https://slicast.com/zh/article/1c0x6a5 Slicast zh-cn 2026-10-03T10:29:39.000Z Core Scientific核销11亿美元比特币挖矿资产，公司转向AI基础设施运营。 https://slicast.com/ko/article/1c0x6a5 Slicast ko 2026-10-03T10:29:39.000Z Core Scientific이 AI 인프라 운영으로 사업을 전환하면서 비트코인 채굴 자산 $1.1 billion을 손각합니다. https://slicast.com/article/csyq69 Slicast en 2026-10-03T10:03:24.000Z Major hyperscalers (Microsoft, Meta, Oracle, Amazon) are shifting AI infrastructure capex off balance sheet through alternative financing structures as credit markets scrutinize the spending boom. https://slicast.com/zh/article/csyq69 Slicast zh-cn 2026-10-03T10:03:24.000Z 主要超大规模计算商（微软、Meta、甲骨文、亚马逊）通过替代融资结构将AI基础设施资本支出转移至资产负债表外，因信贷市场审视支出激增。 https://slicast.com/ko/article/csyq69 Slicast ko 2026-10-03T10:03:24.000Z 주요 하이퍼스케일러(Microsoft, Meta, Oracle, Amazon)는 신용 시장이 지출 붐을 정밀 검토함에 따라 대체 자금 조달 구조를 통해 AI 인프라 자본 지출을 재무제표 외로 이전하고 있다. https://slicast.com/article/dnbetw Slicast en 2026-10-03T10:01:00.000Z Anthropic is planning an initial public offering in November, with a potential valuation of up to $100 billion. https://slicast.com/zh/article/dnbetw Slicast zh-cn 2026-10-03T10:01:00.000Z Anthropic计划11月进行首次公开募股，潜在估值可能达到1000亿美元。 https://slicast.com/ko/article/dnbetw Slicast ko 2026-10-03T10:01:00.000Z Anthropic은 11월 기업공개를 계획 중이며, 최대 $100 billion의 밸류에이션을 목표로 합니다. https://slicast.com/article/1szbtvm Slicast en 2026-10-03T09:59:00.000Z Consulting firms warn that as AI adoption spreads and costs fall, power demand from AI data centers could continue to climb despite efficiency improvements. https://slicast.com/zh/article/1szbtvm Slicast zh-cn 2026-10-03T09:59:00.000Z 咨询公司警告，随着AI采用扩散和成本下降，尽管效率提升，AI数据中心的电力需求可能持续上升。 https://slicast.com/ko/article/1szbtvm Slicast ko 2026-10-03T09:59:00.000Z 컨설팅 회사들은 AI 도입이 확산되고 비용이 하락함에 따라 효율 개선에도 불구하고 AI 데이터 센터의 전력 수요가 계속 상승할 수 있다고 경고한다. https://slicast.com/article/1uvvuo7 Slicast en 2026-10-03T09:11:14.000Z CXMT Corporation, a Chinese memory chip manufacturer, enters mass production, expanding domestic DRAM and HBM capacity. https://slicast.com/zh/article/1uvvuo7 Slicast zh-cn 2026-10-03T09:11:14.000Z 中国存储芯片制造商CXMT Corporation进入大规模生产，扩大国内DRAM和HBM产能。 https://slicast.com/ko/article/1uvvuo7 Slicast ko 2026-10-03T09:11:14.000Z 중국 메모리 칩 제조사 CXMT Corporation이 양산에 진입하여 국내 DRAM과 HBM 생산능력을 확대한다. https://slicast.com/article/1zogor Slicast en 2026-10-03T09:00:11.000Z California resident Greg Lui was arrested for allegedly smuggling $300 million worth of Nvidia AI servers to China in violation of U.S. export controls. https://slicast.com/zh/article/1zogor Slicast zh-cn 2026-10-03T09:00:11.000Z 加州居民Greg Lui因涉嫌向中国走私价值3亿美元的英伟达AI服务器违反美国出口管制而被捕。 https://slicast.com/ko/article/1zogor Slicast ko 2026-10-03T09:00:11.000Z 캘리포니아 주민 Greg Lui가 U.S. 수출 규제를 위반하여 Nvidia AI 서버 $300 million 상당을 중국으로 밀반출한 혐의로 체포되었습니다. https://slicast.com/article/5qjx9k Slicast en 2026-10-03T08:25:47.000Z SemiAnalysis podcast episode discusses competitive landscape of AI inference chips, including Google TPU v7, Vera Rubin architecture, and vendors Groq, Cerebras, and SambaNova. https://slicast.com/zh/article/5qjx9k Slicast zh-cn 2026-10-03T08:25:47.000Z SemiAnalysis播客讨论AI推理芯片竞争格局，包括谷歌TPU v7、Vera Rubin架构和Groq、Cerebras、SambaNova等厂商。 https://slicast.com/ko/article/5qjx9k Slicast ko 2026-10-03T08:25:47.000Z SemiAnalysis 팟캐스트 에피소드는 Google TPU v7, Vera Rubin 아키텍처, 그리고 Groq, Cerebras, SambaNova를 포함한 AI 추론 칩의 경쟁 환경을 다룬다. https://slicast.com/article/14q2b3s Slicast en 2026-10-03T08:05:00.000Z U.S. small modular reactors from vendors including GE Vernova, NuScale, Bloom Energy, and Cameco are positioned for their strongest year in 2026, driven by demand from AI data centers. https://slicast.com/zh/article/14q2b3s Slicast zh-cn 2026-10-03T08:05:00.000Z 包括GE Vernova、NuScale、Bloom Energy和Cameco在内的美国小型模块化反应堆预计2026年表现最强，由AI数据中心需求驱动。 https://slicast.com/ko/article/14q2b3s Slicast ko 2026-10-03T08:05:00.000Z GE Vernova, NuScale, Bloom Energy, Cameco를 포함한 미국 소형 모듈식 원자로 업체들은 AI 데이터 센터 수요에 힘입어 2026년이 최고의 한 해가 될 것으로 전망된다. https://slicast.com/article/wmmb4h Slicast en 2026-10-03T07:47:59.000Z European renewable deployment will exceed 80% zero-carbon power by 2030, even as renewable targets face deployment delays. https://slicast.com/zh/article/wmmb4h Slicast zh-cn 2026-10-03T07:47:59.000Z 欧洲可再生能源部署到2030年零碳电力占比将超过80%，尽管可再生能源部署进度落后于预期。 https://slicast.com/ko/article/wmmb4h Slicast ko 2026-10-03T07:47:59.000Z 유럽의 재생에너지 배포는 2030년까지 80% 무탄소 전력을 초과할 것으로 예상되지만, 재생에너지 목표는 배포 지연에 직면해 있다. https://slicast.com/article/193mdnb Slicast en 2026-10-03T07:40:35.000Z Alberta is the primary focus for near-term AI and high-performance computing data centers using a bring-your-own-generation model with dedicated natural-gas power. https://slicast.com/zh/article/193mdnb Slicast zh-cn 2026-10-03T07:40:35.000Z 阿尔伯塔是近期AI和高性能计算数据中心的主要目标，采用自带发电模式的天然气电力。 https://slicast.com/ko/article/193mdnb Slicast ko 2026-10-03T07:40:35.000Z Alberta는 자체 발전 모델과 전용 천연가스 전력을 사용하는 단기 AI 및 고성능 컴퓨팅 데이터센터의 주요 초점입니다. https://slicast.com/article/o19ovb Slicast en 2026-10-03T07:26:28.000Z Neocloud PaleBlueDot AI raised $200 million in Series C funding at a $3.2 billion post-money valuation. https://slicast.com/zh/article/o19ovb Slicast zh-cn 2026-10-03T07:26:28.000Z 新云计算企业PaleBlueDot AI在C轮融资中筹集2亿美元，估值达32亿美元。 https://slicast.com/ko/article/o19ovb Slicast ko 2026-10-03T07:26:28.000Z Neocloud PaleBlueDot AI는 Series C 펀딩에서 2억 달러를 조달했으며, 투자 후 기업 가치는 32억 달러이다. https://slicast.com/article/1ky5v52 Slicast en 2026-10-03T07:24:58.000Z G42 plans a 10,000-GPU AI compute expansion in the Middle East. https://slicast.com/zh/article/1ky5v52 Slicast zh-cn 2026-10-03T07:24:58.000Z G42计划在中东部署1万块GPU的AI计算扩展。 https://slicast.com/ko/article/1ky5v52 Slicast ko 2026-10-03T07:24:58.000Z G42가 중동에서 10,000-GPU AI 컴퓨팅 확장을 계획하고 있습니다. https://slicast.com/article/81wr08 Slicast en 2026-10-03T07:00:06.000Z A California technology executive was arrested for allegedly smuggling $300 million worth of Nvidia AI chips to China in violation of US export controls. https://slicast.com/zh/article/81wr08 Slicast zh-cn 2026-10-03T07:00:06.000Z 一名加州科技高管因违反美国出口管制向中国走私价值3亿美元的英伟达AI芯片而被逮捕。 https://slicast.com/ko/article/81wr08 Slicast ko 2026-10-03T07:00:06.000Z 캘리포니아의 기술 회사 임원이 미국 수출 규제를 위반하여 3억 달러 규모의 Nvidia AI 칩을 중국으로 밀반출한 혐의로 체포됐다.