https://slicast.com/commentary/applied-digital-2026-10-14 Slicast en 2026-10-14T20:17:33.330Z Applied Digital (APLD) Q1 2027 Earnings and Analyst Downgrades, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-14 Slicast zh-cn 2026-10-14T20:17:33.330Z Applied Digital（APLD）2027财年Q1业绩与分析师下调，2026年10月 https://slicast.com/brief/2026-10-15 Slicast en 2026-10-14T20:04:28.276Z Latest AI Infrastructure News: October 15, 2026 https://slicast.com/zh/brief/2026-10-15 Slicast zh-cn 2026-10-14T20:04:28.276Z AI 基础设施新闻早报 · 2026年10月15日 https://slicast.com/ko/brief/2026-10-15 Slicast ko 2026-10-14T20:04:28.276Z 최신 AI 인프라 뉴스 · 2026년 10월 15일 https://slicast.com/article/hm9is9 Slicast en 2026-10-14T19:57:57.000Z Axe Compute Inc. announced a strategic partnership with Penguin Solutions that adds Penguin's deep technical expertise to accelerate AI infrastructure deployments. https://slicast.com/zh/article/hm9is9 Slicast zh-cn 2026-10-14T19:57:57.000Z Axe Compute Inc.宣布与Penguin Solutions建立战略合作伙伴关系，借助Penguin在技术方面的深厚专长，加快人工智能基础设施的部署。 https://slicast.com/article/89ofk6 Slicast en 2026-10-14T18:58:19.000Z BrainChip Holdings Ltd. launched Sequora, a product for low-power generative AI at the edge built on its ultra-low-power, fully digital, event-based neuromorphic architecture. https://slicast.com/zh/article/89ofk6 Slicast zh-cn 2026-10-14T18:58:19.000Z BrainChip Holdings Ltd.推出Sequora，这是一款面向边缘端低功耗生成式人工智能的产品，基于其超低功耗、全数字、基于事件的神经形态架构。 https://slicast.com/article/15itax9 Slicast en 2026-10-14T18:24:33.000Z Bull is extending its NVIDIA rack-scale portfolio to bring NVIDIA Vera and Vera Rubin Ultra NVL72 systems to Europe as the region accelerates AI infrastructure investment. https://slicast.com/zh/article/15itax9 Slicast zh-cn 2026-10-14T18:24:33.000Z Bull正在扩展其英伟达机架级产品组合，把Vera与Vera Rubin Ultra NVL72系统引入欧洲，以应对欧洲加速投资人工智能基础设施的趋势。 https://slicast.com/article/7j5r44 Slicast en 2026-10-14T17:30:34.000Z Brazil's data center growth is spreading beyond São Paulo to Rio, Fortaleza and the south, with power grid delays and lengthy permitting expected to determine which markets win. https://slicast.com/zh/article/7j5r44 Slicast zh-cn 2026-10-14T17:30:34.000Z 巴西数据中心增长正从圣保罗扩展至里约热内卢、福塔莱萨及南部地区，但电网建设延迟和漫长的许可审批将决定哪些市场能够胜出。 https://slicast.com/article/1crgzuv Slicast en 2026-10-14T17:15:44.000Z ServeTheHome toured the AWS networking lab to showcase in-house innovation spanning management switches, 102.4T switches, encryption, timing and optics. https://slicast.com/zh/article/1crgzuv Slicast zh-cn 2026-10-14T17:15:44.000Z ServeTheHome参观了AWS网络实验室，展示了从管理交换机到102.4T交换机、加密、时钟同步和光器件等领域的自研创新。 https://slicast.com/article/1maihpf Slicast en 2026-10-14T16:34:00.000Z OpenAI reshuffled its data center leadership again, naming xAI executive Uday Ruddarraju to lead while Sachin Katti departs, following an earlier overhaul of the Stargate team this year. https://slicast.com/zh/article/1maihpf Slicast zh-cn 2026-10-14T16:34:00.000Z OpenAI再次调整数据中心领导层，任命xAI高管Uday Ruddarraju牵头，Sachin Katti离任，此前今年已对Stargate团队进行过一次调整。 https://slicast.com/article/1pteavn Slicast en 2026-10-14T15:48:00.000Z DeepSeek has reportedly doubled its financing to roughly 100 billion yuan, with investors for the new round largely settled. https://slicast.com/zh/article/1pteavn Slicast zh-cn 2026-10-14T15:48:00.000Z 据报道，DeepSeek融资规模翻倍至约1000亿元，新一轮投资方基本确定。 https://slicast.com/ko/article/1pteavn Slicast ko 2026-10-14T15:48:00.000Z DeepSeek가 자금 조달 규모를 약 1,000억 위안으로 두 배 늘린 것으로 전해졌으며, 신규 라운드의 투자자 구성은 대부분 확정된 것으로 알려졌다. https://slicast.com/article/s2ll05 Slicast en 2026-10-14T15:40:00.000Z An application has been filed for a 3.3 million sq ft data center campus in Augusta, Georgia, targeting a 2028/2029 go-live date. https://slicast.com/zh/article/s2ll05 Slicast zh-cn 2026-10-14T15:40:00.000Z 有项目在佐治亚州奥古斯塔提交了一份330万平方英尺数据中心园区的申请，目标投运时间为2028/2029年。 https://slicast.com/article/qpe3ar Slicast en 2026-10-14T15:27:34.000Z Nscale announced an expanded agreement with Microsoft for capacity in Norway. https://slicast.com/zh/article/qpe3ar Slicast zh-cn 2026-10-14T15:27:34.000Z Nscale宣布与微软扩大合作协议,为其在挪威的算力容量提供支持。 https://slicast.com/ko/article/qpe3ar Slicast ko 2026-10-14T15:27:34.000Z Nscale, Microsoft와 노르웨이 내 용량 확보를 위한 확대된 계약을 발표했다. https://slicast.com/article/12w2vs1 Slicast en 2026-10-14T15:20:45.000Z Microsoft denied reports that its cloud leadership had called for significant cost-cutting measures, after reports suggested the company would reduce spending by at least 20 percent. https://slicast.com/zh/article/12w2vs1 Slicast zh-cn 2026-10-14T15:20:45.000Z 微软否认了关于其云业务负责人要求大幅削减成本的报道，此前报道称公司将削减至少20%的支出。 https://slicast.com/ko/article/12w2vs1 Slicast ko 2026-10-14T15:20:45.000Z Microsoft는 클라우드 사업부 경영진이 대대적인 비용 절감을 요구했다는 보도를 부인했다. 앞서 회사가 지출을 최소 20퍼센트 줄일 예정이라는 보도가 나왔었다. https://slicast.com/article/1pugcm7 Slicast en 2026-10-14T15:11:46.000Z GlobalFoundries plans to build and operate two new chip fabs in New York as part of a $21 billion US-Japan deal, with the first facility expected to be operational in 2029. https://slicast.com/zh/article/1pugcm7 Slicast zh-cn 2026-10-14T15:11:46.000Z 格芯计划在纽约州建设并运营两座新芯片晶圆厂，作为一项210亿美元美日合作协议的一部分，首座工厂预计2029年投产。 https://slicast.com/ko/article/1pugcm7 Slicast ko 2026-10-14T15:11:46.000Z GlobalFoundries는 미·일 간 210억 달러 규모 협약의 일환으로 뉴욕에 신규 반도체 팹 2곳을 건설하고 운영할 계획이며, 첫 번째 시설은 2029년 가동될 것으로 예상된다. https://slicast.com/article/4bwf3n Slicast en 2026-10-14T15:10:44.000Z US data center land spending reached roughly $6 billion in the first half of 2026, as access to power now drives land value and pricing more than location alone. https://slicast.com/zh/article/4bwf3n Slicast zh-cn 2026-10-14T15:10:44.000Z 2026年上半年，美国数据中心用地支出约达60亿美元，电力接入如今比地段本身更能决定土地价值与定价。 https://slicast.com/article/14krzpo Slicast en 2026-10-14T14:55:47.000Z EDF says the fossil generation pipeline has rebounded while new clean generation has slowed, and David Villagrana of EDF notes that rising gas turbine costs and supply shortages are making new gas pla https://slicast.com/zh/article/14krzpo Slicast zh-cn 2026-10-14T14:55:47.000Z EDF称化石能源发电项目管线出现反弹，而新增清洁发电项目有所放缓；EDF的David Villagrana表示，燃气轮机成本上涨和供应短缺正使新建燃气电厂更昂贵、建设周期更长。 https://slicast.com/article/1428w6b Slicast en 2026-10-14T14:42:00.000Z Google has signed a 20-year power purchase agreement with AEP for a 702MW fuel cell project in Wyoming, with the fuel cells to be supplied by Bloom Energy. https://slicast.com/zh/article/1428w6b Slicast zh-cn 2026-10-14T14:42:00.000Z 谷歌与AEP签订了一份为期20年的购电协议，用于怀俄明州一个702兆瓦燃料电池项目，燃料电池由Bloom Energy供应。 https://slicast.com/ko/article/1428w6b Slicast ko 2026-10-14T14:42:00.000Z Google는 와이오밍주 702MW 연료전지 프로젝트와 관련해 AEP와 20년 전력구매계약(PPA)을 체결했으며, 연료전지는 Bloom Energy가 공급할 예정이다. https://slicast.com/article/1cejoj4 Slicast en 2026-10-14T14:24:34.000Z Nvidia CEO Jensen Huang pledged $2 billion in European investments, including new stakes in French startups Doctolib and Entalpic, and $250 million in compute for UK safety labs. https://slicast.com/zh/article/1cejoj4 Slicast zh-cn 2026-10-14T14:24:34.000Z 英伟达首席执行官黄仁勋承诺在欧洲投资20亿美元，包括对法国初创企业Doctolib和Entalpic的新增股权，并向英国安全实验室提供2.5亿美元的算力支持。 https://slicast.com/ko/article/1cejoj4 Slicast ko 2026-10-14T14:24:34.000Z Nvidia CEO Jensen Huang은 유럽에 20억 달러 규모의 투자를 약속했으며, 여기에는 프랑스 스타트업 Doctolib와 Entalpic에 대한 신규 지분 투자가 포함됩니다. 또한 영국 AI 안전 연구소에 2억 5천만 달러 규모의 컴퓨팅 자원을 제공하기로 했습니다. https://slicast.com/article/11atrzh Slicast en 2026-10-14T14:09:00.000Z The Indiana Utility Regulatory Commission (IURC) approved AES Indiana's $1.3bn plan for solar, storage and transmission to serve Google's data center in Monrovia, with Google expected to pay all assoc https://slicast.com/zh/article/11atrzh Slicast zh-cn 2026-10-14T14:09:00.000Z 印第安纳州公用事业监管委员会（IURC）批准AES Indiana价值13亿美元的太阳能、储能和输电项目计划，用于为谷歌位于Monrovia的数据中心供电，谷歌预计将承担该项目的全部相关成本。 https://slicast.com/ko/article/11atrzh Slicast ko 2026-10-14T14:09:00.000Z 인디애나 공익사업규제위원회(IURC)는 Google의 Monrovia 데이터센터에 전력을 공급하기 위한 AES Indiana의 태양광, 에너지저장장치 및 송전 부문 13억 달러 규모 계획을 승인했으며, Google이 관련 비용 전액을 부담할 것으로 예상된다. https://slicast.com/article/1rql73d Slicast en 2026-10-14T14:00:00.000Z SK hynix detailed H-TPU, tiny in-house cores in its next enterprise SSD controllers that offload routine I/O work from the Arm CPUs as drive speeds climb. https://slicast.com/zh/article/1rql73d Slicast zh-cn 2026-10-14T14:00:00.000Z SK hynix详细介绍了其H-TPU，即下一代企业级固态硬盘控制器中内置的微型自研核心，可在硬盘速度持续提升的同时，将常规输入输出任务从Arm中央处理器上卸载。 https://slicast.com/article/1y9yzlk Slicast en 2026-10-14T13:49:00.000Z IREN is targeting a 900MW data center campus in Wagga Wagga, Australia, with a grid connection aimed for 2029. https://slicast.com/zh/article/1y9yzlk Slicast zh-cn 2026-10-14T13:49:00.000Z IREN正在澳大利亚Wagga Wagga规划一个900MW数据中心园区，目标于2029年接入电网。 https://slicast.com/ko/article/1y9yzlk Slicast ko 2026-10-14T13:49:00.000Z IREN은 호주 와가와가에 900MW 규모의 데이터센터 캠퍼스를 조성할 계획이며, 2029년 전력망 연결을 목표로 하고 있다. https://slicast.com/article/evxkqg Slicast en 2026-10-14T13:30:00.000Z Cisco and Nvidia are developing the USFP pluggable optical module, which targets 12.8 Tbps in a single module compared with today's 1.6 Tbps class. https://slicast.com/zh/article/evxkqg Slicast zh-cn 2026-10-14T13:30:00.000Z 思科与英伟达正在联合开发USFP光可插拔模块，目标是在单个模块中实现12.8 Tbps速率，远高于目前1.6 Tbps级别的产品。 https://slicast.com/article/1kj6wem Slicast en 2026-10-14T13:26:06.000Z FERC has rejected PJM's data center curtailment plan again, its second rejection of the proposal. https://slicast.com/zh/article/1kj6wem Slicast zh-cn 2026-10-14T13:26:06.000Z FERC再次否决了PJM的数据中心限电方案,这是该提案第二次被驳回。 https://slicast.com/ko/article/1kj6wem Slicast ko 2026-10-14T13:26:06.000Z FERC가 PJM의 데이터센터 전력 제한 계획을 다시 거부했으며, 이번이 해당 제안에 대한 두 번째 거부다. https://slicast.com/article/14ui8kb Slicast en 2026-10-14T13:10:40.000Z Soluna has filed plans to build a 112MW data center building in Willacy, Texas, spanning a single 471,884 sq ft structure. https://slicast.com/zh/article/14ui8kb Slicast zh-cn 2026-10-14T13:10:40.000Z Soluna已提交计划，拟在Texas的Willacy建设一座112MW的数据中心建筑，该单栋建筑面积为471,884平方英尺。 https://slicast.com/ko/article/14ui8kb Slicast ko 2026-10-14T13:10:40.000Z Soluna가 텍사스주 윌러시 카운티에 112MW 규모의 데이터센터 건물을 건설하는 계획을 제출했으며, 연면적 471,884평방피트의 단일 건물로 구성됩니다. https://slicast.com/article/180q8wi Slicast en 2026-10-14T12:50:00.000Z An analysis examines where Intel's EMIB and Foveros advanced packaging roadmaps stand today, years after Intel first began using these methods in 2017 to 2019. https://slicast.com/zh/article/180q8wi Slicast zh-cn 2026-10-14T12:50:00.000Z 一篇分析文章梳理了英特尔EMIB与Foveros先进封装路线图的现状，距英特尔于2017至2019年间率先在大型芯片厂商中应用先进封装技术已过去数年。 https://slicast.com/article/15b6luj Slicast en 2026-10-14T12:45:00.000Z Amazon, Google and Meta are among members of a lobby group funding warnings that Europe ditching US tech giants could cost €115B, in response to cloud sovereignty plans. https://slicast.com/zh/article/15b6luj Slicast zh-cn 2026-10-14T12:45:00.000Z 亚马逊、谷歌和Meta等公司是一家游说团体的成员，该团体资助发布警告称，欧洲若弃用美国科技巨头可能造成€115B（1150亿欧元）的损失，此举针对欧洲的云主权计划。 https://slicast.com/article/xskmml Slicast en 2026-10-14T12:42:00.000Z Submer has partnered with BSNL to develop data centers in India using BSNL sites. https://slicast.com/zh/article/xskmml Slicast zh-cn 2026-10-14T12:42:00.000Z Submer与BSNL达成合作，拟利用BSNL的站点在印度开发数据中心。 https://slicast.com/article/9zpevt Slicast en 2026-10-14T12:30:00.000Z Elon Musk's Terafab reportedly will receive its first ASML EUV tool in mid-2027, starting with proven ASML technology even though Musk may prefer FEL light sources for in-house production. https://slicast.com/zh/article/9zpevt Slicast zh-cn 2026-10-14T12:30:00.000Z 据报道，Elon Musk的Terafab预计将于2027年中期收到首台ASML极紫外（EUV）光刻机，并将先采用成熟的ASML技术，尽管Musk可能更倾向于自由电子激光光源用于自主生产。 https://slicast.com/ko/article/9zpevt Slicast ko 2026-10-14T12:30:00.000Z Elon Musk의 Terafab은 2027년 중반에 ASML의 첫 EUV 장비를 도입할 것으로 알려졌으며, Musk가 자체 생산에는 FEL 광원을 선호할 수 있음에도 검증된 ASML 기술로 시작할 예정이다. https://slicast.com/article/12vlba9 Slicast en 2026-10-14T12:25:00.000Z Digi Power X has secured $200m in debt financing to support development of a 40MW data center project in Columbiana, Alabama. https://slicast.com/zh/article/12vlba9 Slicast zh-cn 2026-10-14T12:25:00.000Z Digi Power X已获得2亿美元债务融资，用于支持其位于阿拉巴马州Columbiana、规模为40MW的数据中心项目开发。 https://slicast.com/article/vkflbt Slicast en 2026-10-14T12:23:27.000Z Microsoft has acquired 600 acres of land in Woodward, Iowa for a data center, and local residents have raised concerns. https://slicast.com/zh/article/vkflbt Slicast zh-cn 2026-10-14T12:23:27.000Z 微软已在爱荷华州Woodward收购600英亩土地用于建设数据中心，当地居民对此表达了担忧。 https://slicast.com/article/dfwwzz Slicast en 2026-10-14T12:20:00.000Z UK-based AI infrastructure firm Gorilla Technology Group is entering the US market with a proposed acquisition of a 6MW data center site that could expand to 36MW. https://slicast.com/zh/article/dfwwzz Slicast zh-cn 2026-10-14T12:20:00.000Z 英国AI基础设施公司Gorilla Technology Group计划收购一处6MW的数据中心站点以进入美国市场，该站点未来可扩建至36MW。 https://slicast.com/article/xvcdiw Slicast en 2026-10-14T12:20:00.000Z Thailand's Gulf has set up a new holding company focused on data centers as it continues expanding its digital infrastructure. https://slicast.com/zh/article/xvcdiw Slicast zh-cn 2026-10-14T12:20:00.000Z 泰国Gulf成立了一家专注于数据中心的新控股公司，以继续推进其数字基础设施扩张。 https://slicast.com/article/q6qk18 Slicast en 2026-10-14T12:07:06.000Z Eliyan unveiled its NuLight chiplet platform, aimed at pushing past copper interconnect limits for next-generation AI compute, memory and networking systems. https://slicast.com/zh/article/q6qk18 Slicast zh-cn 2026-10-14T12:07:06.000Z Eliyan发布了NuLight芯粒平台，旨在突破铜互连的限制，服务于下一代AI计算、内存及网络系统。 https://slicast.com/article/1tfv4rs Slicast en 2026-10-14T11:56:00.000Z Oregon Governor Tina Kotek asked the state environmental regulator to pause permits, creating a de facto data center moratorium. It follows an earlier ban on data center projects on state land. https://slicast.com/zh/article/1tfv4rs Slicast zh-cn 2026-10-14T11:56:00.000Z Oregon州州长Tina Kotek要求该州环境监管机构暂停相关许可审批，事实上形成了数据中心禁令。此前，该州已禁止在州有土地上建设数据中心项目。 https://slicast.com/ko/article/1tfv4rs Slicast ko 2026-10-14T11:56:00.000Z Oregon 주지사 Tina Kotek은 주 환경 규제 당국에 허가 발급을 중단할 것을 요청했으며, 이는 사실상의 데이터센터 모라토리엄에 해당합니다. 앞서 주 소유 부지에서의 데이터센터 프로젝트를 금지한 조치에 이은 것입니다. https://slicast.com/article/1dfh7q8 Slicast en 2026-10-14T11:35:00.000Z The IMF has published a report examining how financing for the global AI buildout could trigger financial contagion if the industry falters. https://slicast.com/zh/article/1dfh7q8 Slicast zh-cn 2026-10-14T11:35:00.000Z IMF发布报告，探讨若AI行业陷入困境，全球AI基础设施建设的融资可能引发金融传染风险。 https://slicast.com/article/13e055x Slicast en 2026-10-14T11:15:00.000Z Apple researchers describe 'Minions', an internal system that runs AI inference jobs on idle Apple Silicon Macs when GPUs are scarce. https://slicast.com/zh/article/13e055x Slicast zh-cn 2026-10-14T11:15:00.000Z 苹果研究人员介绍了名为'Minions'的内部系统，可在GPU紧缺时利用闲置的Apple Silicon Mac运行AI推理任务。 https://slicast.com/article/n6tgct Slicast en 2026-10-14T10:25:00.000Z A Japanese retailer raised prices on Nvidia RTX 50-series GPUs by between 12.71% and 41.10%, with mainstream models bearing the brunt, and Tom's Hardware reports some Japanese prices are up to 41% hig https://slicast.com/zh/article/n6tgct Slicast zh-cn 2026-10-14T10:25:00.000Z 日本一家零售商将英伟达RTX 50系列图形处理器的价格上调了12.71%至41.10%，主流型号涨幅最大，Tom's Hardware报道称部分日本售价比美国亚马逊高出最多41%。 https://slicast.com/article/pfnh91 Slicast en 2026-10-14T10:10:36.000Z 32GB of DDR5 6000 RAM now retails for $450 as supply of consumer DIMMs remains constrained. https://slicast.com/zh/article/pfnh91 Slicast zh-cn 2026-10-14T10:10:36.000Z 32GB DDR5 6000内存条目前售价450美元，消费级内存条供应持续紧张。 https://slicast.com/article/wnwl70 Slicast en 2026-10-14T09:16:03.000Z Tencent and ByteDance are borrowing despite holding about 200 billion yuan in cash, a move read as pre-funding future needs while investor enthusiasm for AI remains high. https://slicast.com/zh/article/wnwl70 Slicast zh-cn 2026-10-14T09:16:03.000Z 腾讯与字节跳动在持有约2000亿元现金的情况下仍在借款，评论认为这是在人工智能叙事热度未退之际，提前储备未来所需资金。 https://slicast.com/article/3omein Slicast en 2026-10-14T09:00:00.000Z The Register reports that an analyst predicts 80% of neoclouds will disappear as standalone businesses by 2030, as infrastructure spending is forecast to outstrip expected revenue. https://slicast.com/zh/article/3omein Slicast zh-cn 2026-10-14T09:00:00.000Z 据The Register报道，一位分析师预测，到2030年，80%的新兴云服务商将不再以独立企业形式存在，原因是基础设施支出预计将超过预期收入。 https://slicast.com/article/1tp40vz Slicast en 2026-10-14T06:24:00.000Z MemSilicon has completed tape-out of what it calls the world's first high-density, large-capacity 1T4R 1Gb RRAM chip, with its CMOS-compatible 1TnR technology route accelerating in development. https://slicast.com/zh/article/1tp40vz Slicast zh-cn 2026-10-14T06:24:00.000Z MemSilicon完成了其所称国际首款高密度、大容量1T4R 1Gb RRAM芯片的流片，与标准互补金属氧化物半导体工艺兼容的1TnR技术路线研发提速。 https://slicast.com/article/195gds3 Slicast en 2026-10-14T01:27:53.000Z SK hynix presented research at the IEEE on 3D FeNAND co-optimization, arguing that NAND is moving beyond storage toward computing roles in the AI era. https://slicast.com/zh/article/195gds3 Slicast zh-cn 2026-10-14T01:27:53.000Z SK海力士在电气电子工程师学会（IEEE）发表三维FeNAND协同优化研究，指出在人工智能时代，与非闪存正从存储角色走向计算角色。 https://slicast.com/article/9evj44 Slicast en 2026-10-13T23:23:46.000Z Cleanview's report puts behind-the-meter capacity at 2 GW online by mid-2026, likely rising to 3 GW by the end of 2026, while Meta is building AI data centers in tents and Amazon is building gigawatts https://slicast.com/zh/article/9evj44 Slicast zh-cn 2026-10-13T23:23:46.000Z Cleanview报告显示，表后电源容量在2026年年中已投入2吉瓦，预计到2026年底将达到约3吉瓦；同时报道称Meta正在帐篷中建设人工智能数据中心，亚马逊则在为人工智能建设吉瓦级电力。 https://slicast.com/ko/article/9evj44 Slicast ko 2026-10-13T23:23:46.000Z Cleanview의 보고서에 따르면 계량기 후단(behind-the-meter) 발전 설비는 2026년 중반까지 2GW가 가동되고, 2026년 말에는 3GW까지 늘어날 가능성이 있다. 한편 Meta는 텐트에서 AI 데이터센터를 건설하고 있으며, Amazon은 AI를 위해 수 기가와트 규모의 전력을 구축하고 있다. https://slicast.com/article/ut6r07 Slicast en 2026-10-13T23:01:22.000Z Applied Materials unveiled its EPIC (Equipment and Process Innovation and Commercialization) Center in Sunnyvale, California, a $5 billion R&D center designed to bring chipmakers together. https://slicast.com/zh/article/ut6r07 Slicast zh-cn 2026-10-13T23:01:22.000Z 应用材料公司在加州桑尼维尔推出设备与工艺创新和商业化中心EPIC，这是一座投资规模达50亿美元的研发中心，旨在汇聚芯片制造商共同开展研发。 https://slicast.com/article/1fgf5nj Slicast en 2026-10-13T21:11:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises Guidance https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-13T21:11:00.000Z 大科技 2026 年 Capex 合计约 $6,900 亿,年增近一倍,可持续性之争升温 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-13T21:11:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 가이던스 상향 https://slicast.com/article/6qiy9b Slicast en 2026-10-13T21:10:00.000Z AI Data Centers Face Power Crunch https://slicast.com/zh/article/6qiy9b Slicast zh-cn 2026-10-13T21:10:00.000Z 电力危机:1,300 亿美元 AI 数据中心项目受阻,2030 年数据中心将耗用美国 12% 电网 https://slicast.com/ko/article/6qiy9b Slicast ko 2026-10-13T21:10:00.000Z AI 데이터센터, 전력 부족 직면 https://slicast.com/article/xuatk0 Slicast en 2026-10-13T21:09:00.000Z The US is fighting over AI data centers. China is building them fast https://slicast.com/zh/article/xuatk0 Slicast zh-cn 2026-10-13T21:09:00.000Z 中国乌兰察布规划约 90 座数据中心,DeepSeek 据报道布局 1GW 算力 https://slicast.com/ko/article/xuatk0 Slicast ko 2026-10-13T21:09:00.000Z 미국은 AI 데이터센터를 두고 경쟁을 벌이고 있고, 중국은 빠르게 구축하고 있다 https://slicast.com/article/d2dz7o Slicast en 2026-10-13T21:08:00.000Z White House Announces $6B Science Push, Including $2.4B Genesis Mission AI Commitments https://slicast.com/zh/article/d2dz7o Slicast zh-cn 2026-10-13T21:08:00.000Z 白宫 Genesis Mission:11 家科技企业认捐 24 亿美元算力积分,NVIDIA 独占 10 亿 https://slicast.com/ko/article/d2dz7o Slicast ko 2026-10-13T21:08:00.000Z 백악관, 과학 분야 60억 달러 투자 발표… 제네시스 미션 AI 예산 24억 달러 포함 https://slicast.com/article/1swjla9 Slicast en 2026-10-13T21:07:00.000Z Samsung Electronics and SK Hynix Advance 16-Layer HBM4 Mass Production https://slicast.com/zh/article/1swjla9 Slicast zh-cn 2026-10-13T21:07:00.000Z SK Hynix 与 Samsung 推进 16 层 HBM4(48GB)量产,直接影响 Vera Rubin Ultra 供应选型 https://slicast.com/ko/article/1swjla9 Slicast ko 2026-10-13T21:07:00.000Z 삼성전자, SK하이닉스 16단 HBM4 양산 추진 가속화 https://slicast.com/article/bibdvm Slicast en 2026-10-13T21:06:00.000Z Nscale Files for NYSE IPO Under Ticker NSCL https://slicast.com/zh/article/bibdvm Slicast zh-cn 2026-10-13T21:06:00.000Z Nscale 向 NYSE 提交 S-1,H1 营收 1.406 亿美元同比+1,252%,净亏 10.2 亿 https://slicast.com/ko/article/bibdvm Slicast ko 2026-10-13T21:06:00.000Z Nscale, NYSE 상장 추진… 티커 NSCL로 IPO 신청 https://slicast.com/article/1kmxbjv Slicast en 2026-10-13T21:05:00.000Z NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide https://slicast.com/zh/article/1kmxbjv Slicast zh-cn 2026-10-13T21:05:00.000Z NVIDIA 开放 Vera Rubin 架构,MGX 1.2 支持 250kW 机架、Spectrum-6 交换带宽 102.4 Tb/s https://slicast.com/ko/article/1kmxbjv Slicast ko 2026-10-13T21:05:00.000Z NVIDIA, Vera Rubin 아키텍처 공개로 전 세계 AI 팩토리 확장 지원 https://slicast.com/article/ttjrs9 Slicast en 2026-10-13T21:04:00.000Z [OCP in Focus] Lisa Su Calls 2026 "Year of Inference" as AMD Lifts 2030 CPU TAM Forecast to $200B+ https://slicast.com/zh/article/ttjrs9 Slicast zh-cn 2026-10-13T21:04:00.000Z AMD 发布 Helion AI 机架与 EPYC Verano,Lisa Su 称 2026 年为"推理之年" https://slicast.com/ko/article/ttjrs9 Slicast ko 2026-10-13T21:04:00.000Z [OCP in Focus] 리사 수, AMD 2030년 CPU 시장 규모 전망 2,000억 달러 이상으로 상향하며 2026년을 "추론의 해"로 규정 https://slicast.com/article/fbvhxy Slicast en 2026-10-13T21:03:00.000Z Nvidia-Backed Firmus Cancels Mega IPO Over Market Volatility https://slicast.com/zh/article/fbvhxy Slicast zh-cn 2026-10-13T21:03:00.000Z Firmus 撤销 50 亿美元 IPO,NVIDIA/Blackstone 背书澳洲 neocloud 转向私募融资 https://slicast.com/ko/article/fbvhxy Slicast ko 2026-10-13T21:03:00.000Z Nvidia 지원 기업 Firmus, 시장 변동성으로 대형 IPO 취소 https://slicast.com/article/v8nlj1 Slicast en 2026-10-13T21:02:00.000Z CoreWeave and Nebius Stocks Fall While IREN Rises on Reported Anthropic Deal https://slicast.com/zh/article/v8nlj1 Slicast zh-cn 2026-10-13T21:02:00.000Z IREN 据报道拿下 Anthropic 多年算力合同,但 CoreWeave/Nebius 持续下滑 https://slicast.com/ko/article/v8nlj1 Slicast ko 2026-10-13T21:02:00.000Z CoreWeave·Nebius 주가 하락, IREN 상승... Anthropic과의 계약 보도 영향 https://slicast.com/commentary/sk-hynix-2026-10-13 Slicast en 2026-10-13T20:20:31.887Z Why CXMT's Server DRAM Push Sent SK Hynix Down 10.1%, October 2026 https://slicast.com/zh/commentary/sk-hynix-2026-10-13 Slicast zh-cn 2026-10-13T20:20:31.887Z 为何长鑫存储服务器DRAM推进令SK海力士单日跌10.1%，2026年10月 https://slicast.com/brief/2026-10-14 Slicast en 2026-10-13T20:08:03.103Z Latest AI Infrastructure News: October 14, 2026 https://slicast.com/zh/brief/2026-10-14 Slicast zh-cn 2026-10-13T20:08:03.103Z AI 基础设施新闻早报 · 2026年10月14日 https://slicast.com/ko/brief/2026-10-14 Slicast ko 2026-10-13T20:08:03.103Z 최신 AI 인프라 뉴스 · 2026년 10월 14일 https://slicast.com/article/b5vin Slicast en 2026-10-13T19:47:02.000Z UfiSpace demonstrated thermal feasibility for a 1.6T AI fabric using a live liquid cooling platform at the OCP Global Summit 2026. https://slicast.com/zh/article/b5vin Slicast zh-cn 2026-10-13T19:47:02.000Z UfiSpace 在 2026 年 OCP 全球峰会上通过实时液冷平台，展示了 1.6T 人工智能网络结构的散热可行性。 https://slicast.com/ko/article/b5vin Slicast ko 2026-10-13T19:47:02.000Z UfiSpace는 OCP Global Summit 2026에서 실시간 액체 냉각 플랫폼을 활용해 1.6T AI 패브릭의 열 관리 타당성을 입증했다. https://slicast.com/article/gonwi Slicast en 2026-10-13T19:38:44.000Z Investment advisor Ross Gerber calls the Micron decline overdone and cites Micron's multi-year supply agreements. https://slicast.com/zh/article/gonwi Slicast zh-cn 2026-10-13T19:38:44.000Z 投资顾问 Ross Gerber 认为美光科技的股价跌幅被过度反应，并援引其多年期供应协议作为依据。 https://slicast.com/ko/article/gonwi Slicast ko 2026-10-13T19:38:44.000Z Investment advisor Ross Gerber calls the Micron decline overdone and cites Micron's multi-year supply agreements. Wait, I need to translate this into Korean. Here is the translation: 투자 자문가 Ross Ger https://slicast.com/article/1m737o2 Slicast en 2026-10-13T19:33:23.000Z MSI showcased open data center and AI infrastructure products at the 2026 OCP Global Summit. https://slicast.com/zh/article/1m737o2 Slicast zh-cn 2026-10-13T19:33:23.000Z 微星（MSI）在 2026 年 OCP 全球峰会上展示了开放式数据中心与人工智能基础设施方案。 https://slicast.com/ko/article/1m737o2 Slicast ko 2026-10-13T19:33:23.000Z MSI가 2026 OCP 글로벌 서밋에서 개방형 데이터센터 및 AI 인프라 제품을 선보였다. https://slicast.com/article/1vqgkla Slicast en 2026-10-13T19:28:00.000Z An exclusive report in The Daily Caller says America's electric grid could derail Big Tech's AI data center ambitions. https://slicast.com/zh/article/1vqgkla Slicast zh-cn 2026-10-13T19:28:00.000Z 《每日呼叫者》（The Daily Caller）独家报道称，美国电网可能打乱大型科技公司的人工智能数据中心计划。 https://slicast.com/ko/article/1vqgkla Slicast ko 2026-10-13T19:28:00.000Z 미국 전력망이 빅테크의 AI 데이터센터 야망을 좌초시킬 수 있다고 The Daily Caller가 단독 보도했다. https://slicast.com/article/nzt5qt Slicast en 2026-10-13T19:27:44.000Z Techi reports that CyberTAN is targeting the heat problem in AI networking, with Marvell stock in focus. https://slicast.com/zh/article/nzt5qt Slicast zh-cn 2026-10-13T19:27:44.000Z Techi 报道称，CyberTAN 正瞄准人工智能网络的散热难题，美满电子（Marvell）股价受到关注。 https://slicast.com/ko/article/nzt5qt Slicast ko 2026-10-13T19:27:44.000Z Techi는 CyberTAN이 AI 네트워킹의 발열 문제를 겨냥하고 있다고 보도했으며, Marvell 주가가 주목받고 있다. https://slicast.com/article/1v0tjl Slicast en 2026-10-13T19:25:17.000Z Nvidia's share of China's AI chip market fell to 34% while Huawei rose to 28%. https://slicast.com/zh/article/1v0tjl Slicast zh-cn 2026-10-13T19:25:17.000Z 英伟达在中国人工智能芯片市场的份额降至 34%，华为升至 28%。 https://slicast.com/ko/article/1v0tjl Slicast ko 2026-10-13T19:25:17.000Z Nvidia의 중국 AI 칩 시장 점유율은 34%로 하락한 반면, Huawei는 28%로 상승했다. https://slicast.com/article/36qywi Slicast en 2026-10-13T19:23:13.000Z Energy News Beat's roundup highlights the question of who pays for data center power, alongside ten other stories. https://slicast.com/zh/article/36qywi Slicast zh-cn 2026-10-13T19:23:13.000Z Energy News Beat 的每日综述聚焦数据中心用电成本由谁承担的问题，此外还有另外十条重要新闻。 https://slicast.com/ko/article/36qywi Slicast ko 2026-10-13T19:23:13.000Z Energy News Beat의 이번 종합 기사는 데이터센터 전력 비용을 누가 부담하는지에 대한 문제를 다루며, 그 외 열 개의 기사를 함께 소개합니다. https://slicast.com/article/4api6w Slicast en 2026-10-13T19:16:53.000Z Apple is letting separate macOS devices pool their GPU resources to handle large AI workloads. https://slicast.com/zh/article/4api6w Slicast zh-cn 2026-10-13T19:16:53.000Z 苹果让不同的macOS设备共享图形处理器资源，以承担大规模人工智能任务。 https://slicast.com/article/9z0y1x Slicast en 2026-10-13T19:14:00.000Z Hart Energy reports that natural gas is becoming data centers' preferred power solution as grid constraints mount. https://slicast.com/zh/article/9z0y1x Slicast zh-cn 2026-10-13T19:14:00.000Z Hart Energy 报道称，随着电网约束加剧，天然气正成为数据中心首选的供电方案。 https://slicast.com/ko/article/9z0y1x Slicast ko 2026-10-13T19:14:00.000Z Hart Energy는 전력망 제약이 커지면서 천연가스가 데이터센터가 선호하는 전력 솔루션으로 부상하고 있다고 보도했다. https://slicast.com/article/zzmc4l Slicast en 2026-10-13T19:11:27.000Z IDC raised its 2029 forecast for Open Compute Project Foundation-recognized infrastructure spending by 2.7x to $800B and projects spending will reach $892B in 2030. https://slicast.com/zh/article/zzmc4l Slicast zh-cn 2026-10-13T19:11:27.000Z IDC 将其对 2029 年 Open Compute Project Foundation 认可基础设施支出的预测上调 2.7 倍，至 8000 亿美元，并预计 2030 年支出将达到 8920 亿美元。 https://slicast.com/ko/article/zzmc4l Slicast ko 2026-10-13T19:11:27.000Z IDC가 2029년 Open Compute Project Foundation 인증 인프라 지출 전망치를 2.7배 상향한 8,000억 달러로 올렸으며, 2030년에는 지출이 8,920억 달러에 이를 것으로 전망했다. https://slicast.com/article/1nhd11x Slicast en 2026-10-13T19:11:11.000Z FERC approved part of PJM's data center plan and rejected the remainder. https://slicast.com/zh/article/1nhd11x Slicast zh-cn 2026-10-13T19:11:11.000Z FERC（美国联邦能源管理委员会）批准了 PJM 数据中心计划的一部分，并驳回其余部分。 https://slicast.com/ko/article/1nhd11x Slicast ko 2026-10-13T19:11:11.000Z FERC는 PJM의 데이터센터 계획 중 일부를 승인하고 나머지는 기각했다. https://slicast.com/article/19jj2ce Slicast en 2026-10-13T19:10:42.000Z Intel has named its AI inference chip the GPU D270, which comes with 480GB of memory. https://slicast.com/zh/article/19jj2ce Slicast zh-cn 2026-10-13T19:10:42.000Z 英特尔将其人工智能推理芯片命名为 GPU D270，配备 480GB 内存。 https://slicast.com/ko/article/19jj2ce Slicast ko 2026-10-13T19:10:42.000Z Intel은 AI 추론 칩의 명칭을 GPU D270으로 정했으며, 이 칩은 480GB 메모리를 탑재합니다. https://slicast.com/article/cc2bhu Slicast en 2026-10-13T19:04:11.000Z d-Matrix launched Squadron compute clusters scaling to 1000+ connected Corsair XPUs, now generally available to select customers. https://slicast.com/zh/article/cc2bhu Slicast zh-cn 2026-10-13T19:04:11.000Z d-Matrix 推出 Squadron 计算集群，可扩展至 1000 多个互连的 Corsair XPU，现已面向部分指定客户全面开放。 https://slicast.com/ko/article/cc2bhu Slicast ko 2026-10-13T19:04:11.000Z d-Matrix가 Squadron 컴퓨팅 클러스터를 출시했다고 발표했습니다. 이 클러스터는 1,000개 이상의 Corsair XPU를 연결하도록 확장 가능하며, 현재 일부 고객사에 일반 제공(GA)되고 있습니다. https://slicast.com/article/ve8zzf Slicast en 2026-10-13T19:04:00.000Z Core Scientific's stock has maintained Nasdaq compliance while traders refocus on its development pipeline. https://slicast.com/zh/article/ve8zzf Slicast zh-cn 2026-10-13T19:04:00.000Z Core Scientific（SCNI）股价保持纳斯达克合规状态，交易员重新关注其项目管线。 https://slicast.com/ko/article/ve8zzf Slicast ko 2026-10-13T19:04:00.000Z Core Scientific의 주가는 나스닥 상장 요건을 계속 충족하고 있으며, 트레이더들은 회사의 개발 파이프라인에 다시 주목하고 있다. https://slicast.com/article/jx0nxs Slicast en 2026-10-13T19:00:54.000Z CXMT's new DRAM architecture is reportedly weighing on NAND-related stocks, with high-bandwidth flash seen as key to SanDisk's turnaround. https://slicast.com/zh/article/jx0nxs Slicast zh-cn 2026-10-13T19:00:54.000Z 据报道，长鑫存储（CXMT）的新型动态随机存取存储器架构对与非闪存相关股票造成连带冲击，高带宽闪存被视为闪迪（SanDisk）扭转局面的关键。 https://slicast.com/ko/article/jx0nxs Slicast ko 2026-10-13T19:00:54.000Z CXMT의 새로운 DRAM 아키텍처가 NAND 관련 종목에 부담으로 작용하고 있는 것으로 전해졌다. 고대역폭 플래시가 샌디스크 턴어라운드의 핵심으로 꼽힌다. https://slicast.com/article/1yxuy5k Slicast en 2026-10-13T18:50:44.000Z 406 scientists, including Geoffrey Hinton, Yoshua Bengio and Stuart Russell, are demanding that companies immediately disconnect AI models from the internet. https://slicast.com/zh/article/1yxuy5k Slicast zh-cn 2026-10-13T18:50:44.000Z 包括 Geoffrey Hinton、Yoshua Bengio 和 Stuart Russell 在内的 406 名科学家要求企业立即将人工智能模型与互联网断开。 https://slicast.com/ko/article/1yxuy5k Slicast ko 2026-10-13T18:50:44.000Z 406명의 과학자가 Geoffrey Hinton, Yoshua Bengio, Stuart Russell 등을 포함해 기업들에 AI 모델을 인터넷에서 즉시 분리할 것을 요구하고 있다. https://slicast.com/article/83755 Slicast en 2026-10-13T18:49:00.000Z UP's AI mission spans supercomputing and grassroots governance, according to The Times of India. https://slicast.com/zh/article/83755 Slicast zh-cn 2026-10-13T18:49:00.000Z 《印度时报》（The Times of India）报道，UP 的人工智能使命涵盖超级计算与基层治理。 https://slicast.com/ko/article/83755 Slicast ko 2026-10-13T18:49:00.000Z UP의 AI 미션은 슈퍼컴퓨팅과 풀뿌리 거버넌스를 아우른다고 The Times of India가 보도했다. https://slicast.com/article/3r63jz Slicast en 2026-10-13T18:45:24.000Z Cipher raised $850M in convertible notes to cover an overrun bill on its Barber Lake project. https://slicast.com/zh/article/3r63jz Slicast zh-cn 2026-10-13T18:45:24.000Z Cipher 发行 8.5 亿美元可转换债券，用于支付 Barber Lake 项目的超支费用。 https://slicast.com/ko/article/3r63jz Slicast ko 2026-10-13T18:45:24.000Z Cipher, Barber Lake 프로젝트의 초과 비용을 충당하기 위해 전환사채로 8억 5천만 달러를 조달했다. https://slicast.com/article/1ydb9yw Slicast en 2026-10-13T18:42:43.000Z Flex plans to spin off Axiom in 2027 to pursue AI data center power demand. https://slicast.com/zh/article/1ydb9yw Slicast zh-cn 2026-10-13T18:42:43.000Z Flex 计划在 2027 年分拆 Axiom 业务，以抓住人工智能数据中心的用电需求。 https://slicast.com/ko/article/1ydb9yw Slicast ko 2026-10-13T18:42:43.000Z Flex, 2027년 AI 데이터센터 전력 수요 대응을 위해 Axiom 분사 계획. https://slicast.com/article/16cm5jh Slicast en 2026-10-13T18:33:32.000Z Deutsche Bank says AI investors face a major reckoning. https://slicast.com/zh/article/16cm5jh Slicast zh-cn 2026-10-13T18:33:32.000Z 德意志银行表示，人工智能投资者即将面临重大调整。 https://slicast.com/ko/article/16cm5jh Slicast ko 2026-10-13T18:33:32.000Z Deutsche Bank는 AI 투자자들이 큰 조정기를 맞게 될 것이라고 밝혔다. https://slicast.com/article/ef0y41 Slicast en 2026-10-13T18:32:07.000Z Livemint reports that Blackstone's AI data center deals are looking shaky. https://slicast.com/zh/article/ef0y41 Slicast zh-cn 2026-10-13T18:32:07.000Z Livemint 报道称，黑石集团的人工智能数据中心交易前景堪忧。 https://slicast.com/ko/article/ef0y41 Slicast ko 2026-10-13T18:32:07.000Z Livemint는 블랙스톤(Blackstone)의 AI 데이터센터 거래가 흔들리고 있다고 보도했다. https://slicast.com/article/1cxd929 Slicast en 2026-10-13T18:26:15.000Z Trefis analyzes how much of Applied Digital's fiscal Q1 revenue came from rent. https://slicast.com/zh/article/1cxd929 Slicast zh-cn 2026-10-13T18:26:15.000Z Trefis 分析了 Applied Digital 财年第一季度营收中有多少来自租金。 https://slicast.com/ko/article/1cxd929 Slicast ko 2026-10-13T18:26:15.000Z Trefis는 Applied Digital의 회계연도 1분기 매출 중 임대 수익이 차지한 비중을 분석합니다. https://slicast.com/article/1uhqx3k Slicast en 2026-10-13T18:25:00.000Z A St. Pete city memo says the city will keep data centers off its grid. https://slicast.com/zh/article/1uhqx3k Slicast zh-cn 2026-10-13T18:25:00.000Z 圣彼得市（St. Pete）一份城市备忘录称，该市将数据中心排除在其电网之外。 https://slicast.com/ko/article/1uhqx3k Slicast ko 2026-10-13T18:25:00.000Z St. Pete 시 메모에 따르면, 시는 데이터센터가 시 전력망에 연결되지 않도록 할 방침이다. https://slicast.com/article/1xr8bvi Slicast en 2026-10-13T18:17:46.000Z The Next Platform examines Microsoft's 'Clea' Maia 300 inference XPU, which it describes as a bandwidth beast. https://slicast.com/zh/article/1xr8bvi Slicast zh-cn 2026-10-13T18:17:46.000Z The Next Platform 分析了微软的 'Clea' Maia 300 推理加速器，称其带宽性能十分突出。 https://slicast.com/ko/article/1xr8bvi Slicast ko 2026-10-13T18:17:46.000Z The Next Platform은 Microsoft의 'Clea' Maia 300 추론 XPU를 분석하며, 이를 대역폭 괴물이라고 설명했다. https://slicast.com/article/aabb3y Slicast en 2026-10-13T18:05:00.000Z Asian tech stocks deepened their rout as CXMT's chip advance hit Samsung and SK Hynix shares. https://slicast.com/zh/article/aabb3y Slicast zh-cn 2026-10-13T18:05:00.000Z 长鑫存储的芯片进展重创三星和SK海力士股价，亚洲科技股跌势加剧。 https://slicast.com/ko/article/aabb3y Slicast ko 2026-10-13T18:05:00.000Z 아시아 기술주 하락세가 심화됐다. CXMT의 반도체 기술 진전이 삼성전자와 SK하이닉스 주가를 압박했다. https://slicast.com/article/1xkya6j Slicast en 2026-10-13T18:00:00.000Z Stockland's Sydney data centre has become a target of the anti-AI movement, according to Capital Brief. https://slicast.com/zh/article/1xkya6j Slicast zh-cn 2026-10-13T18:00:00.000Z 据Capital Brief报道，Stockland位于悉尼的数据中心已成为反AI运动的目标。 https://slicast.com/ko/article/1xkya6j Slicast ko 2026-10-13T18:00:00.000Z Capital Brief에 따르면, Stockland의 시드니 데이터센터가 반(反)AI 운동의 표적이 되었다. https://slicast.com/article/9yb5df Slicast en 2026-10-13T17:53:44.000Z Prime Intellect has acquired Moondream to speed up AI inference. https://slicast.com/zh/article/9yb5df Slicast zh-cn 2026-10-13T17:53:44.000Z Prime Intellect已收购Moondream，以加快AI推理速度。 https://slicast.com/ko/article/9yb5df Slicast ko 2026-10-13T17:53:44.000Z Prime Intellect, Moondream 인수로 AI 추론 속도 높인다. https://slicast.com/article/1pcs6wf Slicast en 2026-10-13T17:45:19.000Z At OCP 2026, discussion centred on agentic AI driving a chip-to-grid transformation of the data center. https://slicast.com/zh/article/1pcs6wf Slicast zh-cn 2026-10-13T17:45:19.000Z 在OCP 2026上，讨论焦点是智能体式AI如何推动数据中心实现从芯片到电网的全面转型。 https://slicast.com/ko/article/1pcs6wf Slicast ko 2026-10-13T17:45:19.000Z OCP 2026에서는 에이전틱 AI가 칩부터 전력망까지 데이터센터 전반을 변화시키는 방향에 대한 논의가 중심을 이뤘다. https://slicast.com/article/vquau7 Slicast en 2026-10-13T17:41:32.000Z Texas has ordered an audit of data centers as grid requests for large loads reach 474 gigawatts. https://slicast.com/zh/article/vquau7 Slicast zh-cn 2026-10-13T17:41:32.000Z 得克萨斯州下令对数据中心进行审计，因为电网大负荷并网申请已达474吉瓦。 https://slicast.com/ko/article/vquau7 Slicast ko 2026-10-13T17:41:32.000Z 텍사스주가 대규모 부하에 대한 전력망 요청이 474기가와트에 달함에 따라 데이터센터에 대한 감사를 지시했다. https://slicast.com/article/8796m2 Slicast en 2026-10-13T17:37:56.000Z China's CXMT advance and comments from Broadcom's CEO rattled chip stocks, and investors are debating which concern matters more for Micron. https://slicast.com/zh/article/8796m2 Slicast zh-cn 2026-10-13T17:37:56.000Z 中国CXMT的进展以及博通CEO的言论打压了芯片股，市场正在权衡哪一担忧对美光影响更大。 https://slicast.com/ko/article/8796m2 Slicast ko 2026-10-13T17:37:56.000Z CXMT의 추격 소식과 브로드컴 CEO의 발언이 반도체 주가를 흔들면서, 투자자들은 마이크론에 어떤 우려가 더 중요한지를 두고 논쟁하고 있다. https://slicast.com/article/g3n36f Slicast en 2026-10-13T17:35:15.000Z An EPRI analysis found that energy storage system failures fell 98% between 2018 and 2025, though older systems still need special care. https://slicast.com/zh/article/g3n36f Slicast zh-cn 2026-10-13T17:35:15.000Z EPRI分析发现，2018至2025年间储能系统故障大幅下降98%，不过老旧系统仍需专门维护。 https://slicast.com/ko/article/g3n36f Slicast ko 2026-10-13T17:35:15.000Z EPRI 분석에 따르면 2018년부터 2025년까지 에너지 저장 시스템 고장은 98% 감소했으나, 구형 시스템은 여전히 각별한 관리가 필요하다. https://slicast.com/article/10wik2w Slicast en 2026-10-13T17:27:57.000Z Cipher Digital shares fell 14% after an $850M convertible offering was reported (the headline is truncated in the source). https://slicast.com/zh/article/10wik2w Slicast zh-cn 2026-10-13T17:27:57.000Z Cipher Digital股价在一笔8.5亿美元可转换证券发行相关消息后下跌14%（源报道标题被截断）。 https://slicast.com/ko/article/10wik2w Slicast ko 2026-10-13T17:27:57.000Z Cipher Digital 주가가 8억 5천만 달러 규모의 전환사채 발행이 보도된 뒤 14% 하락했다. https://slicast.com/article/n3o255 Slicast en 2026-10-13T17:26:34.000Z US chip stocks slid as China's CXMT advanced, while worries about AI spending rattled investors. https://slicast.com/zh/article/n3o255 Slicast zh-cn 2026-10-13T17:26:34.000Z 随着中国CXMT推进，美国芯片股走低，对AI支出的担忧也困扰着投资者。 https://slicast.com/ko/article/n3o255 Slicast ko 2026-10-13T17:26:34.000Z 미국 칩 주식이 중국 CXMT의 약진에 하락한 가운데, AI 투자 지출에 대한 우려로 투자자들이 동요했다. https://slicast.com/article/1fxp1r7 Slicast en 2026-10-13T17:19:33.000Z Nvidia partner Navitas unveiled a 24kW AI power system targeting 97% efficiency. https://slicast.com/zh/article/1fxp1r7 Slicast zh-cn 2026-10-13T17:19:33.000Z 英伟达合作伙伴Navitas推出24千瓦AI电源系统，目标效率达97%。 https://slicast.com/ko/article/1fxp1r7 Slicast ko 2026-10-13T17:19:33.000Z Nvidia 파트너 Navitas, 효율 97% 목표의 24kW AI 전원 시스템 공개 https://slicast.com/article/ipa62t Slicast en 2026-10-13T17:19:24.000Z Dell's CEO rejected AI bubble fears and said chip supply could stay tight through 2030. https://slicast.com/zh/article/ipa62t Slicast zh-cn 2026-10-13T17:19:24.000Z 戴尔CEO驳斥AI泡沫担忧，称芯片供应可能在2030年前保持紧张。 https://slicast.com/ko/article/ipa62t Slicast ko 2026-10-13T17:19:24.000Z Dell의 CEO는 AI 거품 우려를 일축하며, 칩 공급이 2030년까지 빠듯한 상태를 이어갈 수 있다고 말했다. https://slicast.com/article/12gog5r Slicast en 2026-10-13T17:15:00.000Z Industry leaders formally launched the SCMP OCP workstream to develop open, secure management and control for AI infrastructure. https://slicast.com/zh/article/12gog5r Slicast zh-cn 2026-10-13T17:15:00.000Z 行业领袖正式启动SCMP OCP工作组，致力于为AI基础设施制定开放、安全的管理与控制标准。 https://slicast.com/ko/article/12gog5r Slicast ko 2026-10-13T17:15:00.000Z 업계 선도 기업들이 AI 인프라를 위한 개방적이고 안전한 관리·제어 체계를 개발하기 위해 SCMP OCP 워크스트림을 공식 출범했다. https://slicast.com/article/1tg0ahs Slicast en 2026-10-13T17:05:11.000Z Scaleway and AMD are deploying Europe's first commercial AMD AI supercomputer in Sweden, built on AMD Instinct MI355X GPUs. https://slicast.com/zh/article/1tg0ahs Slicast zh-cn 2026-10-13T17:05:11.000Z Scaleway与AMD将在瑞典部署欧洲首个商用AMD AI超级计算机，基于AMD Instinct MI355X GPU构建。 https://slicast.com/ko/article/1tg0ahs Slicast ko 2026-10-13T17:05:11.000Z Scaleway와 AMD는 AMD Instinct MI355X GPU 기반으로 스웨덴에 유럽 최초의 상용 AMD AI 슈퍼컴퓨터를 구축하고 있다. https://slicast.com/article/1eztput Slicast en 2026-10-13T17:00:02.000Z An analyst lists seven reasons why CXMT's claims do not threaten Micron and Sandisk. https://slicast.com/zh/article/1eztput Slicast zh-cn 2026-10-13T17:00:02.000Z 一位分析师列出七点理由，认为中国CXMT的说法并不会威胁到美光和闪迪。 https://slicast.com/ko/article/1eztput Slicast ko 2026-10-13T17:00:02.000Z 애널리스트는 CXMT의 주장이 마이크론(Micron)과 샌디스크(Sandisk)에 위협이 되지 않는 이유를 일곱 가지로 정리했다. https://slicast.com/article/12wnvd2 Slicast en 2026-10-13T16:57:45.000Z The NRC has issued the first US construction permit for a GE Vernova BWRX-300 small modular reactor. https://slicast.com/zh/article/12wnvd2 Slicast zh-cn 2026-10-13T16:57:45.000Z 美国核管理委员会（NRC）已向GE Vernova颁发美国首张BWRX-300小型模块化反应堆建造许可证。 https://slicast.com/ko/article/12wnvd2 Slicast ko 2026-10-13T16:57:45.000Z 미국 원자력규제위원회(NRC)가 GE Vernova의 BWRX-300 소형 모듈형 원자로에 대한 미국 내 첫 건설 허가를 발급했다. https://slicast.com/article/1bssy9m Slicast en 2026-10-13T16:55:00.000Z Caterpillar fell 5% while Deere edged higher, prompting questions about whether the data-center power premium is unwinding. https://slicast.com/zh/article/1bssy9m Slicast zh-cn 2026-10-13T16:55:00.000Z 卡特彼勒股价下跌5%，迪尔小幅上涨，引发市场质疑数据中心电力溢价是否正在消退。 https://slicast.com/ko/article/1bssy9m Slicast ko 2026-10-13T16:55:00.000Z Caterpillar 주가는 5% 하락한 반면 Deere는 소폭 상승하면서, 데이터센터 전력 수요에 따른 프리미엄이 해소되고 있는지에 대한 의문이 제기되고 있다. https://slicast.com/article/g54wya Slicast en 2026-10-13T16:51:05.000Z Chile's Orion Power is seeking grid connection approval for its 90MW data center in Chile. https://slicast.com/zh/article/g54wya Slicast zh-cn 2026-10-13T16:51:05.000Z 智利Orion Power正在为其位于智利的90MW数据中心寻求并网批准。 https://slicast.com/ko/article/g54wya Slicast ko 2026-10-13T16:51:05.000Z Chile의 Orion Power가 칠레 내 90MW 규모 데이터센터의 계통 연계 승인을 신청했다. https://slicast.com/article/11ccnic Slicast en 2026-10-13T16:45:34.000Z SOAR AI announced an equity facility of up to $1B to fund expansion of its AI infrastructure platform. https://slicast.com/zh/article/11ccnic Slicast zh-cn 2026-10-13T16:45:34.000Z SOAR AI宣布最高10亿美元的股权融资安排，用于扩大其AI基础设施平台。 https://slicast.com/ko/article/11ccnic Slicast ko 2026-10-13T16:45:34.000Z SOAR AI, AI 인프라 플랫폼 확장 자금 조달을 위해 최대 10억 달러 규모의 지분 투자 계약(equity facility)을 발표했다. https://slicast.com/article/ascvqy Slicast en 2026-10-13T16:45:00.000Z Cerebras Systems is down 20% this year, and one respected Wall Street analyst says the stock is set to double in price. https://slicast.com/zh/article/ascvqy Slicast zh-cn 2026-10-13T16:45:00.000Z Cerebras Systems今年以来已下跌20%，但一位知名华尔街分析师称其股价将翻倍。 https://slicast.com/ko/article/ascvqy Slicast ko 2026-10-13T16:45:00.000Z Cerebras Systems는 올해 20% 하락했지만, 한 존경받는 월가 애널리스트는 해당 주가가 두 배로 오를 것이라고 주장했다. https://slicast.com/article/vdhxm9 Slicast en 2026-10-13T16:40:43.000Z A Taiwan power company is making a large bet on Tesla Megapack batteries as AI data-center electricity demand grows. https://slicast.com/zh/article/vdhxm9 Slicast zh-cn 2026-10-13T16:40:43.000Z 一家台湾电力公司押注特斯拉Megapack电池，因为AI数据中心的用电需求持续增长。 https://slicast.com/ko/article/vdhxm9 Slicast ko 2026-10-13T16:40:43.000Z 대만 전력회사가 AI 데이터센터의 전력 수요 증가에 대응하기 위해 테슬라 Megapack 배터리에 대규모 투자를 단행하고 있다. https://slicast.com/article/wzcxsw Slicast en 2026-10-13T16:40:20.000Z Microsoft revealed the Maia 300 AI accelerator. https://slicast.com/zh/article/wzcxsw Slicast zh-cn 2026-10-13T16:40:20.000Z 微软发布了Maia 300 AI加速器。 https://slicast.com/ko/article/wzcxsw Slicast ko 2026-10-13T16:40:20.000Z Microsoft가 Maia 300 AI 가속기를 공개했다. https://slicast.com/article/1iv3svo Slicast en 2026-10-13T16:40:00.000Z Cameco shares rose as nuclear fuel demand keeps uranium in the spotlight (TSX:CCO). https://slicast.com/zh/article/1iv3svo Slicast zh-cn 2026-10-13T16:40:00.000Z 随着核燃料需求持续升温，卡梅科股价上涨，铀再度成为市场焦点（TSX:CCO）。 https://slicast.com/ko/article/1iv3svo Slicast ko 2026-10-13T16:40:00.000Z Cameco 주가는 원자력 연료 수요가 지속되면서 우라늄이 주목받는 가운데 상승했다 (TSX:CCO). https://slicast.com/article/1gpthc9 Slicast en 2026-10-13T16:30:00.000Z Jefferies argues that cheap Chinese and open-source LLMs could trigger a trillion-dollar AI infrastructure 'reset', and questions whether LLMs will ever be profitable amid an ongoing collapse in token https://slicast.com/zh/article/1gpthc9 Slicast zh-cn 2026-10-13T16:30:00.000Z Jefferies认为，廉价的中国大模型和开源大模型可能引发一场价值万亿美元的AI基础设施“重置”，并在词元价格持续崩塌的背景下质疑大模型能否盈利。 https://slicast.com/ko/article/1gpthc9 Slicast ko 2026-10-13T16:30:00.000Z Jefferies는 저가의 중국산 및 오픈소스 LLM이 수조 달러 규모의 AI 인프라 '리셋'을 촉발할 수 있다고 주장하며, 토큰 가격의 지속적 폭락 속에서 LLM이 과연 수익을 낼 수 있을지 의문을 제기했다. https://slicast.com/article/3mlxw Slicast en 2026-10-13T16:29:07.000Z Nvidia's China troubles deepened as its rivalry with Chinese players took a new turn. https://slicast.com/zh/article/3mlxw Slicast zh-cn 2026-10-13T16:29:07.000Z 英伟达在中国的麻烦加深，其与中国竞争对手的较量也出现新转折。 https://slicast.com/ko/article/3mlxw Slicast ko 2026-10-13T16:29:07.000Z Nvidia의 중국 사업 부진이 심화되는 가운데, 중국 현지 기업들과의 경쟁도 새로운 국면에 접어들었다. https://slicast.com/article/seii29 Slicast en 2026-10-13T16:28:10.000Z AirTrunk is reportedly delaying its IPO amid rising interest rates, after the Firmus IPO fell apart and PLDT pushed back. https://slicast.com/zh/article/seii29 Slicast zh-cn 2026-10-13T16:28:10.000Z 据报道，AirTrunk因利率上升推迟IPO，此前Firmus的IPO告吹，PLDT也推迟了相关动作。 https://slicast.com/ko/article/seii29 Slicast ko 2026-10-13T16:28:10.000Z AirTrunk, 금리 상승 여파로 IPO를 연기하는 것으로 알려졌다. Firmus IPO가 무산되고 PLDT가 일정을 미룬 데 따른 것이다. https://slicast.com/article/3irmme Slicast en 2026-10-13T16:28:09.000Z Micron fell 4.45% to $945.03, wiping out $50 billion of market value on China's CXMT DRAM advance. https://slicast.com/zh/article/3irmme Slicast zh-cn 2026-10-13T16:28:09.000Z 随着中国CXMT在动态随机存取存储器上取得进展，美光股价下跌4.45%至945.03美元，市值蒸发500亿美元。 https://slicast.com/ko/article/3irmme Slicast ko 2026-10-13T16:28:09.000Z Micron, 중국 CXMT의 D램 진전 소식에 주가 4.45% 하락한 945.03달러를 기록하며 시가총액 500억 달러가 증발했다. https://slicast.com/article/gjdgx4 Slicast en 2026-10-13T16:26:47.000Z Google data center strategic sourcing executive Allyson Fealtman is heading to OpenAI, where she will focus on high-speed interconnect and rack power. https://slicast.com/zh/article/gjdgx4 Slicast zh-cn 2026-10-13T16:26:47.000Z 谷歌数据中心战略采购高管Allyson Fealtman将加入OpenAI，专注于高速互连和机架供电。 https://slicast.com/ko/article/gjdgx4 Slicast ko 2026-10-13T16:26:47.000Z Google 데이터센터 전략 소싱 임원 Allyson Fealtman이 OpenAI로 이직하며, 고속 인터커넥트와 랙 전력 분야를 담당할 예정이다. https://slicast.com/article/jsc7wm Slicast en 2026-10-13T16:19:51.000Z GlobalFoundries and TSMC have reached a multi-year, $2 billion agreement to establish US-based supply of silicon interposers for advanced AI packaging. https://slicast.com/zh/article/jsc7wm Slicast zh-cn 2026-10-13T16:19:51.000Z 格芯与台积电达成多年期、总额20亿美元的协议，将在美国建立硅中介层的本土供应，用于先进AI封装。 https://slicast.com/ko/article/jsc7wm Slicast ko 2026-10-13T16:19:51.000Z GlobalFoundries와 TSMC가 첨단 AI 패키징에 사용되는 실리콘 인터포저의 미국 내 공급 체계를 구축하기 위해 다년간 20억 달러 규모의 계약을 체결했다. https://slicast.com/article/1aqeqqk Slicast en 2026-10-13T16:15:03.000Z The IMF flagged that an AI market correction, war and debt pose risks to the global economy. https://slicast.com/zh/article/1aqeqqk Slicast zh-cn 2026-10-13T16:15:03.000Z 国际货币基金组织（IMF）警示，AI市场回调、战争和债务问题可能对全球经济构成风险。 https://slicast.com/ko/article/1aqeqqk Slicast ko 2026-10-13T16:15:03.000Z IMF는 AI 시장 조정, 전쟁, 부채가 세계 경제에 위험 요인이 될 수 있다고 경고했다. https://slicast.com/article/18kvhj6 Slicast en 2026-10-13T16:10:49.000Z Meta shares are approaching a record high as investors look to AI monetization, with Q3 earnings and capex seen as the key test. https://slicast.com/zh/article/18kvhj6 Slicast zh-cn 2026-10-13T16:10:49.000Z Meta股价接近历史高点，投资者关注AI变现前景，第三季度财报及资本支出被视为关键考验。 https://slicast.com/ko/article/18kvhj6 Slicast ko 2026-10-13T16:10:49.000Z Meta 주가는 투자자들이 AI 수익화에 주목하면서 사상 최고치에 근접하고 있으며, 3분기 실적과 설비투자(capex)가 핵심 시험대로 꼽히고 있다. https://slicast.com/article/1uq45em Slicast en 2026-10-13T16:07:13.000Z Applied Digital (APLD) shares broke support and face $20, even as the company reports $36 billion in contracted revenue, while China memory plans raise concerns. https://slicast.com/zh/article/1uq45em Slicast zh-cn 2026-10-13T16:07:13.000Z Applied Digital（APLD）股价跌破支撑位，面临20美元关口，尽管公司披露了360亿美元的已签约收入，而中国存储产能计划引发担忧。 https://slicast.com/ko/article/1uq45em Slicast ko 2026-10-13T16:07:13.000Z Applied Digital(APLD) 주가가 지지선을 하회하며 20달러 선을 위협받고 있다. 회사는 360억 달러 규모의 계약 매출을 발표했지만, 중국 메모리 업체들의 투자 계획이 우려를 키우고 있다. https://slicast.com/article/10rbqub Slicast en 2026-10-13T16:05:19.000Z Micron, SK Hynix and Samsung shares fell after China's CXMT sparked a chip sell-off. https://slicast.com/zh/article/10rbqub Slicast zh-cn 2026-10-13T16:05:19.000Z 美光、SK海力士和三星股价下跌，起因是中国长鑫存储（CXMT）引发芯片抛售。 https://slicast.com/ko/article/10rbqub Slicast ko 2026-10-13T16:05:19.000Z Micron, SK Hynix, 삼성전자 주가가 중국 CXMT의 발표로 촉발된 반도체 매도세 속에 하락했다. https://slicast.com/article/80tyhe Slicast en 2026-10-13T16:04:27.000Z Microsoft is betting on its Azure Maia chips to stretch the power available to its AI data centers. https://slicast.com/zh/article/80tyhe Slicast zh-cn 2026-10-13T16:04:27.000Z 微软押注Azure Maia芯片，以在有限电力下支撑更多AI数据中心算力。 https://slicast.com/ko/article/80tyhe Slicast ko 2026-10-13T16:04:27.000Z Microsoft는 AI 데이터센터에서 사용할 수 있는 전력을 최대한 늘리기 위해 Azure Maia 칩에 베팅하고 있다. https://slicast.com/article/1mxh8ky Slicast en 2026-10-13T16:00:41.000Z Goodman Group CEO Greg Goodman discusses the firm's global ambitions and the growing importance of data centers to the business. https://slicast.com/zh/article/1mxh8ky Slicast zh-cn 2026-10-13T16:00:41.000Z 古德曼集团（Goodman Group）首席执行官Greg Goodman谈及公司的全球野心，以及数据中心对其业务日益重要。 https://slicast.com/ko/article/1mxh8ky Slicast ko 2026-10-13T16:00:41.000Z Goodman Group CEO Greg Goodman은 회사의 글로벌 확장 계획과 사업에서 데이터센터가 차지하는 비중이 커지고 있는 현황에 대해 이야기했다. https://slicast.com/article/mxe2u5 Slicast en 2026-10-13T16:00:04.000Z The largest US grid operator, PJM, triggered a 'Maximum Gen Alert' as the US Department of Energy issued an emergency order to maintain reliability. https://slicast.com/zh/article/mxe2u5 Slicast zh-cn 2026-10-13T16:00:04.000Z 美国最大的电网运营商PJM发布了「最高发电预警」，同时美国能源部发布紧急令以维持电网可靠性。 https://slicast.com/ko/article/mxe2u5 Slicast ko 2026-10-13T16:00:04.000Z 미국 최대 전력망 운영사 PJM은 미국 에너지부가 신뢰도 유지를 위한 긴급 명령을 발령하면서 'Maximum Gen Alert'를 발동했다. https://slicast.com/article/ojlqtg Slicast en 2026-10-13T15:41:12.000Z BCE received a Buy upgrade without a higher target as its Regina AI campus enters public scrutiny. https://slicast.com/zh/article/ojlqtg Slicast zh-cn 2026-10-13T15:41:12.000Z BCE获得买入评级上调但目标价未提高，其里贾纳（Regina）AI园区进入公众审查环节。 https://slicast.com/ko/article/ojlqtg Slicast ko 2026-10-13T15:41:12.000Z BCE, 매수 투자의견으로 상향 조정됐지만 목표주가는 변동 없어... Let me make that a proper translation: BCE, Regina AI 캠퍼스가 대중의 주목을 받는 가운데 목표주가 상향 없이 매수 투자의견을 받았다. https://slicast.com/article/ltreu2 Slicast en 2026-10-13T15:40:01.000Z Oracle has proposed up to $55 million in annual power bill credits and reaffirmed Bloom Energy's role at Project Jupiter. https://slicast.com/zh/article/ltreu2 Slicast zh-cn 2026-10-13T15:40:01.000Z 甲骨文提议每年提供最高5500万美元的电费抵免，并重申Bloom Energy在Project Jupiter项目中的角色。 https://slicast.com/ko/article/ltreu2 Slicast ko 2026-10-13T15:40:01.000Z Oracle는 연간 최대 5,500만 달러의 전력 요금 크레딧을 제안했으며, Project Jupiter에서 Bloom Energy의 역할을 재확인했다. https://slicast.com/article/13uz0yk Slicast en 2026-10-13T15:32:00.000Z Amazon wants to pay $7 billion for a three-year-old AI startup whose technology makes AI run faster on both Nvidia's chips and Amazon's own chips. https://slicast.com/zh/article/13uz0yk Slicast zh-cn 2026-10-13T15:32:00.000Z 亚马逊有意以70亿美元收购一家成立三年的AI初创公司，该公司的技术可让AI在英伟达芯片和亚马逊自研芯片上运行得更快。 https://slicast.com/ko/article/13uz0yk Slicast ko 2026-10-13T15:32:00.000Z Amazon는 Nvidia 칩과 Amazon 자체 칩 모두에서 AI 구동 속도를 높이는 기술을 보유한 설립 3년 차 AI 스타트업을 70억 달러에 인수하려 하고 있다. https://slicast.com/article/1rj5gjg Slicast en 2026-10-13T15:30:00.000Z The Linux Foundation has launched OpenGrid, an initiative for power grid planning. https://slicast.com/zh/article/1rj5gjg Slicast zh-cn 2026-10-13T15:30:00.000Z Linux基金会推出用于电网规划的OpenGrid项目。 https://slicast.com/ko/article/1rj5gjg Slicast ko 2026-10-13T15:30:00.000Z The Linux Foundation has launched OpenGrid, an initiative for power grid planning. Linux Foundation이 전력망 계획을 위한 이니셔티브인 OpenGrid를 출범했다. https://slicast.com/article/3kn84a Slicast en 2026-10-13T15:29:17.000Z Marvell has boosted the capacity and speed of its CXL-connected memory with AI workloads in mind. https://slicast.com/zh/article/3kn84a Slicast zh-cn 2026-10-13T15:29:17.000Z Marvell针对AI工作负载，提升了其基于CXL连接的内存的容量与速度。 https://slicast.com/ko/article/3kn84a Slicast ko 2026-10-13T15:29:17.000Z Marvell는 AI 워크로드를 염두에 두고 CXL 연결 메모리의 용량과 속도를 향상시켰다. https://slicast.com/article/1ovh065 Slicast en 2026-10-13T15:29:02.000Z Microsoft President Brad Smith urged global AI safety rules and said the UK is best placed to lead. https://slicast.com/zh/article/1ovh065 Slicast zh-cn 2026-10-13T15:29:02.000Z 微软总裁Brad Smith呼吁制定全球AI安全规则，并表示英国最有条件引领此事。 https://slicast.com/ko/article/1ovh065 Slicast ko 2026-10-13T15:29:02.000Z Microsoft 사장 Brad Smith는 글로벌 AI 안전 규칙을 촉구하며, 영국이 이를 주도하기에 가장 적합한 위치에 있다고 말했다. https://slicast.com/article/1hcam8t Slicast en 2026-10-13T15:27:39.000Z Character.ai has filed for bankruptcy and is seeking a buyer, with the platform set to shut down if none emerges, capping a fall from a $2.7 billion Google deal. https://slicast.com/zh/article/1hcam8t Slicast zh-cn 2026-10-13T15:27:39.000Z Character.ai已申请破产并寻找买家，若无人接盘平台将关闭，这标志着其从27亿美元的谷歌交易走向破产。 https://slicast.com/ko/article/1hcam8t Slicast ko 2026-10-13T15:27:39.000Z Character.ai가 파산 신청을 했으며 인수자를 찾고 있습니다. 인수자가 나타나지 않으면 플랫폼은 종료될 예정이며, 27억 달러 규모의 Google 계약에서 시작된 몰락의 마지막 단계입니다. https://slicast.com/article/17i5hkh Slicast en 2026-10-13T15:27:05.000Z PG&E warned it could carry out more power shutoffs through Saturday as fire conditions keep threatening the California grid, potentially affecting more than two dozen counties. https://slicast.com/zh/article/17i5hkh Slicast zh-cn 2026-10-13T15:27:05.000Z PG&E警告，因火灾天气持续威胁加州电网，断电措施可能持续至周六，影响范围或涵盖二十多个县。 https://slicast.com/ko/article/17i5hkh Slicast ko 2026-10-13T15:27:05.000Z PG&E는 캘리포니아 전력망을 위협하는 화재 위험이 계속되면서 토요일까지 추가 정전을 실시할 수 있다고 경고했으며, 이로 인해 24개가 넘는 카운티가 영향을 받을 수 있다고 밝혔다. https://slicast.com/article/1at719 Slicast en 2026-10-13T15:23:40.000Z Data Center Chillers Market to Reach $2.81B by 2032 as AI and GPU Heat Loads Push Hyperscale Cooling Capacity https://slicast.com/zh/article/1at719 Slicast zh-cn 2026-10-13T15:23:40.000Z 数据中心冷水机组市场到2032年将达28.1亿美元,AI和GPU热负荷推动超大规模冷却能力提升 https://slicast.com/ko/article/1at719 Slicast ko 2026-10-13T15:23:40.000Z 데이터센터 칠러 시장, AI 및 GPU 발열 부하에 힘입어 2032년 28.1억 달러 규모로 성장 전망… 하이퍼스케일 냉각 용량 확대 견인 https://slicast.com/article/44wuc8 Slicast en 2026-10-13T15:23:29.000Z Scaleway plans GPU cluster deployments in Sweden and Copenhagen, announced at its AI-Pulse 2026 event. https://slicast.com/zh/article/44wuc8 Slicast zh-cn 2026-10-13T15:23:29.000Z Scaleway宣布计划在瑞典和哥本哈根部署GPU集群，此消息在其AI-Pulse 2026活动上发布。 https://slicast.com/ko/article/44wuc8 Slicast ko 2026-10-13T15:23:29.000Z Scaleway, AI-Pulse 2026 행사에서 발표한 바에 따라 스웨덴과 코펜하겐에 GPU 클러스터를 구축할 계획이다. https://slicast.com/article/xceq80 Slicast en 2026-10-13T15:22:28.000Z BNP Paribas raised its Alphabet price target to $450, citing its outlook on TPU. https://slicast.com/zh/article/xceq80 Slicast zh-cn 2026-10-13T15:22:28.000Z 法国巴黎银行基于对TPU业务的展望，将Alphabet目标价上调至450美元。 https://slicast.com/ko/article/xceq80 Slicast ko 2026-10-13T15:22:28.000Z BNP Paribas가 TPU 전망을 근거로 알파벳(Alphabet)의 목표주가를 450달러로 상향했다. https://slicast.com/article/12wn19 Slicast en 2026-10-13T15:21:47.000Z Microchip Technology has expanded its networking and storage products to better support AI and HPC workloads. https://slicast.com/zh/article/12wn19 Slicast zh-cn 2026-10-13T15:21:47.000Z 微芯科技扩充了网络与存储产品组合，以更好支持AI及HPC工作负载。 https://slicast.com/ko/article/12wn19 Slicast ko 2026-10-13T15:21:47.000Z Microchip Technology는 AI 및 HPC 워크로드를 보다 효과적으로 지원하기 위해 네트워킹 및 스토리지 제품 라인업을 확대했다. https://slicast.com/article/1yap5ls Slicast en 2026-10-13T15:11:30.000Z VAST Data has deepened its partnership with DigitalOcean. https://slicast.com/zh/article/1yap5ls Slicast zh-cn 2026-10-13T15:11:30.000Z VAST Data与DigitalOcean深化合作。 https://slicast.com/ko/article/1yap5ls Slicast ko 2026-10-13T15:11:30.000Z VAST Data가 DigitalOcean과의 파트너십을 강화했다. https://slicast.com/article/9zurpg Slicast en 2026-10-13T15:06:34.000Z California's clean-energy grid handled climate-driven extreme heat, meeting its highest demand since 2022. https://slicast.com/zh/article/9zurpg Slicast zh-cn 2026-10-13T15:06:34.000Z 加州清洁能源电网在气候导致的极端高温中保持运行，满足了自2022年以来的最高用电需求。 https://slicast.com/ko/article/9zurpg Slicast ko 2026-10-13T15:06:34.000Z 캘리포니아의 청정에너지 전력망이 기후 변화로 인한 극심한 폭염을 감당하며, 2022년 이후 가장 높은 전력 수요를 충족했다. https://slicast.com/article/ccn2tp Slicast en 2026-10-13T15:04:18.000Z News of a new memory design from China's CXMT hit shares of global memory rivals hard. https://slicast.com/zh/article/ccn2tp Slicast zh-cn 2026-10-13T15:04:18.000Z 中国长鑫存储（CXMT）推出新内存设计的消息，重创全球内存竞争对手的股价。 https://slicast.com/ko/article/ccn2tp Slicast ko 2026-10-13T15:04:18.000Z CXMT의 신규 메모리 설계 소식이 전해지면서 글로벌 메모리 경쟁사들의 주가가 크게 하락했다. https://slicast.com/article/179m8ff Slicast en 2026-10-13T15:04:14.000Z SK hynix unveiled two technologies beyond HBM: MARS, which it says boosts speed by up to 5x, and HBF, whose capacity reaches 14 times that of HBM. https://slicast.com/zh/article/179m8ff Slicast zh-cn 2026-10-13T15:04:14.000Z SK海力士推出两项超越HBM的技术：MARS可将速度提升最高5倍，HBF的容量可达HBM的14倍。 https://slicast.com/ko/article/179m8ff Slicast ko 2026-10-13T15:04:14.000Z SK하이닉스는 HBM을 넘어서는 두 가지 기술을 공개했다. 최대 5배의 속도 향상을 제공한다고 밝힌 MARS와, 용량이 HBM의 14배에 달하는 HBF다. https://slicast.com/article/19z5ld1 Slicast en 2026-10-13T15:03:32.000Z China's chip push is rattling Korea's market and growth hopes. https://slicast.com/zh/article/19z5ld1 Slicast zh-cn 2026-10-13T15:03:32.000Z 中国的芯片攻势正冲击韩国市场与增长预期。 https://slicast.com/ko/article/19z5ld1 Slicast ko 2026-10-13T15:03:32.000Z 중국의 반도체 육성 드라이브가 한국 시장과 성장 기대에 충격을 주고 있다. https://slicast.com/article/peqtus Slicast en 2026-10-13T14:51:00.000Z National Compute Grid has launched a platform that pools idle AI compute capacity across multiple GPU providers. https://slicast.com/zh/article/peqtus Slicast zh-cn 2026-10-13T14:51:00.000Z National Compute Grid正式上线，旨在汇集多家供应商闲置的AI算力。 https://slicast.com/ko/article/peqtus Slicast ko 2026-10-13T14:51:00.000Z National Compute Grid가 여러 GPU 제공업체의 유휴 AI 컴퓨팅 자원을 하나로 묶는 플랫폼을 출시했다. https://slicast.com/article/1vvc3fv Slicast en 2026-10-13T14:49:03.000Z Micron's HBM4 ramp-up is in focus as investors ask whether higher HBM4 pricing can lift the company's margins further. https://slicast.com/zh/article/1vvc3fv Slicast zh-cn 2026-10-13T14:49:03.000Z 美光（Micron）HBM4量产爬坡受到关注，市场在追问更高的HBM4价格能否进一步提升利润率。 https://slicast.com/ko/article/1vvc3fv Slicast ko 2026-10-13T14:49:03.000Z Micron의 HBM4 양산 확대가 주목받는 가운데, 투자자들은 HBM4 가격 상승이 회사의 마진을 한층 끌어올릴 수 있을지 묻고 있다. https://slicast.com/article/1dtarb7 Slicast en 2026-10-13T14:48:59.000Z Nvidia's share of China's AI chip market has fallen to 34% as Huawei closes the gap. https://slicast.com/zh/article/1dtarb7 Slicast zh-cn 2026-10-13T14:48:59.000Z 英伟达在中国AI芯片市场的份额已降至34%，华为正在迅速缩小差距。 https://slicast.com/ko/article/1dtarb7 Slicast ko 2026-10-13T14:48:59.000Z Huawei가 격차를 좁히면서 중국 AI 칩 시장에서 Nvidia의 점유율이 34%로 하락했다. https://slicast.com/article/1dsl19q Slicast en 2026-10-13T14:37:27.000Z Kioxia has added liquid cooling to its CM9 SSDs so they can operate in hot rack environments. https://slicast.com/zh/article/1dsl19q Slicast zh-cn 2026-10-13T14:37:27.000Z 铠侠（Kioxia）为CM9 SSD固态硬盘增加液冷设计，使其能够在高温机架环境中运行。 https://slicast.com/ko/article/1dsl19q Slicast ko 2026-10-13T14:37:27.000Z Kioxia는 CM9 SSD에 액체 냉각 기능을 추가해 고온의 랙 환경에서도 작동할 수 있도록 했다. https://slicast.com/article/t6mqwz Slicast en 2026-10-13T14:36:51.000Z Power Integrations (POWI) is targeting 800 VDC circuit breakers for AI data center power distribution. https://slicast.com/zh/article/t6mqwz Slicast zh-cn 2026-10-13T14:36:51.000Z Power Integrations（POWI）瞄准面向AI数据中心的800 VDC（800伏直流）断路器产品。 https://slicast.com/ko/article/t6mqwz Slicast ko 2026-10-13T14:36:51.000Z Power Integrations(POWI)는 AI 데이터센터 전력 분배를 위한 800 VDC 회로 차단기를 겨냥하고 있다. https://slicast.com/article/mm0p2e Slicast en 2026-10-13T14:35:00.000Z Navitas Semiconductor is seen benefiting from the redesign of AI data center power systems toward 800V architectures. https://slicast.com/zh/article/mm0p2e Slicast zh-cn 2026-10-13T14:35:00.000Z 纳微半导体（Navitas Semiconductor）有望受益于AI数据中心供电系统向800V架构的重新设计。 https://slicast.com/ko/article/mm0p2e Slicast ko 2026-10-13T14:35:00.000Z Navitas Semiconductor는 AI 데이터센터 전력 시스템이 800V 아키텍처로 재설계되는 흐름의 수혜를 받을 것으로 보인다. https://slicast.com/article/1m11u8r Slicast en 2026-10-13T14:32:20.000Z A new report claims Chinese AI companies may have bought as many as 1 million Nvidia GPUs this year. https://slicast.com/zh/article/1m11u8r Slicast zh-cn 2026-10-13T14:32:20.000Z 一份新报告称，中国AI企业今年可能购入了多达100万块英伟达GPU。 https://slicast.com/ko/article/1m11u8r Slicast ko 2026-10-13T14:32:20.000Z 새 보고서에 따르면 중국 AI 기업들이 올해 최대 100만 개의 Nvidia GPU를 구매했을 가능성이 있다. https://slicast.com/article/3lcdnf Slicast en 2026-10-13T14:31:09.000Z SK Hynix shares tumbled as Chinese memory rival CXMT closes the gap and doubts about AI spending resurfaced. https://slicast.com/zh/article/3lcdnf Slicast zh-cn 2026-10-13T14:31:09.000Z SK海力士股价大跌，中国存储厂商长鑫存储（CXMT）缩小差距，同时AI支出的疑虑再度浮现。 https://slicast.com/ko/article/3lcdnf Slicast ko 2026-10-13T14:31:09.000Z SK하이닉스 주가는 중국 메모리 경쟁사 CXMT가 격차를 좁히고 AI 투자에 대한 우려가 다시 불거지면서 급락했다. https://slicast.com/article/10t78a4 Slicast en 2026-10-13T14:20:49.000Z FERC approved Duke Energy Carolinas' large load transmission rules despite cost-shift concerns, with Commissioner David Rosner calling the protections 'meaningful, if imperfect, new protections'. https://slicast.com/zh/article/10t78a4 Slicast zh-cn 2026-10-13T14:20:49.000Z 美国联邦能源管理委员会（FERC）批准了Duke Energy Carolinas的大负荷输电规则，尽管存在成本转嫁担忧；委员David Rosner称其提供了'有意义但不完美的新保护'。 https://slicast.com/ko/article/10t78a4 Slicast ko 2026-10-13T14:20:49.000Z FERC, 듀크 에너지 캐롤라이나스의 대규모 부하 송전 규정을 비용 전가 우려에도 불구하고 승인했으며, David Rosner 위원은 이번 보호 조치를 "의미 있으나 완벽하지는 않은 새로운 보호 장치"라고 평가했다. https://slicast.com/article/1wpi5bp Slicast en 2026-10-13T14:20:45.000Z NVIDIA has detailed open designs for AI power, cooling and networking as AI factories scale from megawatts to gigawatts. https://slicast.com/zh/article/1wpi5bp Slicast zh-cn 2026-10-13T14:20:45.000Z 英伟达（NVIDIA）公布了AI供电、散热与网络的开放设计方案，因为AI工厂正从兆瓦级迈向吉瓦级。 https://slicast.com/ko/article/1wpi5bp Slicast ko 2026-10-13T14:20:45.000Z NVIDIA는 AI 팩토리가 메가와트에서 기가와트 규모로 확대됨에 따라 AI 전력, 냉각 및 네트워킹을 위한 상세한 공개 설계를 제시하고 있다. https://slicast.com/article/1d9gmul Slicast en 2026-10-13T14:18:59.000Z Simple Mining bought the Sphere 3D cryptomine for $1.5m, closing on September 1, which grows its Iowa footprint to 160MW. https://slicast.com/zh/article/1d9gmul Slicast zh-cn 2026-10-13T14:18:59.000Z Simple Mining以150万美元收购Sphere 3D加密货币挖矿场，已于9月1日完成交易，使其在爱荷华州的规模增至160兆瓦（MW）。 https://slicast.com/ko/article/1d9gmul Slicast ko 2026-10-13T14:18:59.000Z Simple Mining이 9월 1일 종료된 거래로 Sphere 3D의 암호화폐 채굴 시설을 150만 달러에 인수했으며, 이로써 아이오와주 내 채굴 설비 규모는 160MW로 늘어났다. https://slicast.com/article/1m5r1e5 Slicast en 2026-10-13T14:18:00.000Z Springfield's Planning and Zoning (P&Z) commission is considering data center agenda items. https://slicast.com/zh/article/1m5r1e5 Slicast zh-cn 2026-10-13T14:18:00.000Z Springfield规划与分区委员会（P&Z）正在审议数据中心相关议程事项。 https://slicast.com/ko/article/1m5r1e5 Slicast ko 2026-10-13T14:18:00.000Z Springfield의 Planning and Zoning (P&Z) 위원회가 데이터센터 관련 안건을 검토하고 있다. https://slicast.com/article/1ck0lxt Slicast en 2026-10-13T14:16:41.000Z Global chipmakers are forging an R&D alliance against the rise of China's CXMT in memory. https://slicast.com/zh/article/1ck0lxt Slicast zh-cn 2026-10-13T14:16:41.000Z 全球芯片制造商正组建研发联盟，以应对中国长鑫存储（CXMT）在存储领域的崛起。 https://slicast.com/ko/article/1ck0lxt Slicast ko 2026-10-13T14:16:41.000Z 글로벌 반도체 기업들이 메모리 분야에서 부상하는 중국 CXMT에 맞서 R&D 동맹을 구축하고 있다. https://slicast.com/article/1rn8jb1 Slicast en 2026-10-13T14:11:50.000Z Bitdeer AI tops the Artificial Analysis price benchmark as the cheapest API provider for DeepSeek V4 Flash. https://slicast.com/zh/article/1rn8jb1 Slicast zh-cn 2026-10-13T14:11:50.000Z Bitdeer AI在Artificial Analysis价格基准测试中，位列深度求索（DeepSeek）V4 Flash应用程序接口（API）价格最低的供应商之首。 https://slicast.com/ko/article/1rn8jb1 Slicast ko 2026-10-13T14:11:50.000Z Bitdeer AI, DeepSeek V4 Flash의 최저가 API 제공업체로 Artificial Analysis 가격 벤치마크 1위에 올랐다. https://slicast.com/article/g8qtm5 Slicast en 2026-10-13T14:07:22.000Z LS Electric has won a $139 million order from Bloom Energy to supply equipment for a US data center. https://slicast.com/zh/article/g8qtm5 Slicast zh-cn 2026-10-13T14:07:22.000Z LS电气（LS Electric）获得Bloom Energy价值1.39亿美元的订单，为一座美国数据中心供货。 https://slicast.com/ko/article/g8qtm5 Slicast ko 2026-10-13T14:07:22.000Z LS Electric, Bloom Energy로부터 미국 데이터센터 공급용 장비 수주 1억 3,900만 달러 규모를 확보했다. https://slicast.com/article/th6ti2 Slicast en 2026-10-13T14:07:00.000Z Kalkine Media examines Cameco (TSX:CCO) in the context of a Korea nuclear framework and its relevance to AI power demand. https://slicast.com/zh/article/th6ti2 Slicast zh-cn 2026-10-13T14:07:00.000Z Kalkine Media分析卡梅科（Cameco，TSX:CCO）与韩国核能框架的关系，及其对AI电力需求的意义。 https://slicast.com/ko/article/th6ti2 Slicast ko 2026-10-13T14:07:00.000Z Kalkine Media는 한국 원자력 프레임워크의 맥락에서 Cameco(TSX:CCO)를 살펴보고, AI 전력 수요와의 연관성을 분석합니다. https://slicast.com/article/1l6n0xt Slicast en 2026-10-13T14:03:59.000Z IREN shares fell 5% as a report of an Anthropic cloud contract remained unconfirmed, shaking investor confidence. https://slicast.com/zh/article/1l6n0xt Slicast zh-cn 2026-10-13T14:03:59.000Z IREN股价下跌5%，原因是关于Anthropic云服务合同的报道仍未获证实，打击了投资者信心。 https://slicast.com/ko/article/1l6n0xt Slicast ko 2026-10-13T14:03:59.000Z IREN 주가는 Anthropic과의 클라우드 계약 관련 보도가 확인되지 않은 채 남아 있다는 소식에 5% 하락했으며, 이는 투자자 신뢰를 흔들었다. https://slicast.com/article/1ao1tjz Slicast en 2026-10-13T14:00:00.000Z WATTER has launched a distributed AI infrastructure platform for hotels, starting with the Hyatt Regency Dallas. https://slicast.com/zh/article/1ao1tjz Slicast zh-cn 2026-10-13T14:00:00.000Z WATTER推出面向酒店的分布式AI基础设施平台，首个落地项目为Hyatt Regency Dallas酒店。 https://slicast.com/ko/article/1ao1tjz Slicast ko 2026-10-13T14:00:00.000Z WATTER, 호텔 대상 분산형 AI 인프라 플랫폼 출시… Hyatt Regency Dallas에서 첫 도입 https://slicast.com/article/5zye8p Slicast en 2026-10-13T14:00:00.000Z WATTER Launches Distributed AI Infrastructure Platform for Hotels, Starting with Hyatt Regency Dallas https://slicast.com/zh/article/5zye8p Slicast zh-cn 2026-10-13T14:00:00.000Z WATTER推出面向酒店的分布式AI基础设施平台,首个落地项目为达拉斯凯悦リージェンシー酒店 https://slicast.com/ko/article/5zye8p Slicast ko 2026-10-13T14:00:00.000Z WATTER, 호텔 대상 분산형 AI 인프라 플랫폼 출시… Hyatt Regency Dallas에서 첫 도입 https://slicast.com/article/1pkucvk Slicast en 2026-10-13T13:45:23.000Z Supermicro has expanded its integrated Open Compute Project portfolio to speed rack-scale AI data center deployments. https://slicast.com/zh/article/1pkucvk Slicast zh-cn 2026-10-13T13:45:23.000Z 超微电脑（Supermicro）扩展了集成式开放计算项目（OCP）产品组合，以加快机架级AI数据中心的部署。 https://slicast.com/ko/article/1pkucvk Slicast ko 2026-10-13T13:45:23.000Z Supermicro, 통합 Open Compute Project 포트폴리오를 확장해 랙 규모 AI 데이터센터 구축 속도를 높인다. https://slicast.com/article/1tv9b8v Slicast en 2026-10-13T13:43:15.000Z FERC has rejected most of PJM's data center plan, while the $29.4 billion question of who pays remains open. https://slicast.com/zh/article/1tv9b8v Slicast zh-cn 2026-10-13T13:43:15.000Z FERC驳回了PJM大部分的数据中心方案，而这294亿美元由谁承担的问题仍悬而未决。 https://slicast.com/ko/article/1tv9b8v Slicast ko 2026-10-13T13:43:15.000Z FERC가 PJM의 데이터센터 계획 대부분을 기각했지만, 294억 달러 규모의 비용 부담 주체를 둘러싼 문제는 여전히 미해결 상태다. https://slicast.com/article/72y2zr Slicast en 2026-10-13T13:40:00.000Z Residents in Spokane rallied against AI data centers over concerns about water use and power demand. https://slicast.com/zh/article/72y2zr Slicast zh-cn 2026-10-13T13:40:00.000Z 斯波坎居民集会反对人工智能数据中心，理由是用水和用电问题。 https://slicast.com/ko/article/72y2zr Slicast ko 2026-10-13T13:40:00.000Z 스포캔 주민들이 물 사용량과 전력 수요에 대한 우려로 AI 데이터센터에 반대하는 집회를 열었다. https://slicast.com/article/16g8rqm Slicast en 2026-10-13T13:35:17.000Z Applied Materials and Intel have joined forces to advance AI chipmaking. https://slicast.com/zh/article/16g8rqm Slicast zh-cn 2026-10-13T13:35:17.000Z 应用材料与英特尔联手推进人工智能芯片制造。 https://slicast.com/ko/article/16g8rqm Slicast ko 2026-10-13T13:35:17.000Z Applied Materials와 Intel이 AI 칩 제조 발전을 위해 손을 잡았다. https://slicast.com/article/178cqfl Slicast en 2026-10-13T13:30:48.000Z FERC approved PJM's request to create a data center database and rejected a separate request to curtail power to data centers during periods of grid stress. https://slicast.com/zh/article/178cqfl Slicast zh-cn 2026-10-13T13:30:48.000Z FERC批准了PJM设立数据中心数据库的请求，同时驳回了另一项在电网紧张时期对数据中心限电的请求。 https://slicast.com/ko/article/178cqfl Slicast ko 2026-10-13T13:30:48.000Z FERC는 PJM이 데이터센터 데이터베이스를 구축하겠다는 요청을 승인했으며, 전력망 부하 상황에서 데이터센터로의 전력 공급을 제한하겠다는 별도 요청은 기각했다. https://slicast.com/article/1kf670v Slicast en 2026-10-13T13:30:00.000Z Microsoft plans a multi-gigawatt rollout of next-generation Azure Maia AI accelerator racks, with a 96-chip configuration promising seven times its predecessor's token throughput and production deploy https://slicast.com/zh/article/1kf670v Slicast zh-cn 2026-10-13T13:30:00.000Z 微软计划以多吉瓦规模部署下一代Azure Maia人工智能加速器机架，其96芯片配置承诺词元吞吐量为前代的七倍，量产部署定于2027年。 https://slicast.com/ko/article/1kf670v Slicast ko 2026-10-13T13:30:00.000Z Microsoft는 차세대 Azure Maia AI 가속기 랙을 수 기가와트 규모로 도입할 계획이다. 96개 칩으로 구성된 이 제품은 전작 대비 토큰 처리량을 7배 높일 것으로 예상되며, 실제 운영 배포는 2027년으로 예정되어 있다. https://slicast.com/article/39q7pe Slicast en 2026-10-13T13:22:11.000Z Legrand will integrate the Karman AI platform into its data center PDUs and power shelves, the first deal since Karman's rebrand. https://slicast.com/zh/article/39q7pe Slicast zh-cn 2026-10-13T13:22:11.000Z 莱格朗将把Karman人工智能平台集成到其数据中心PDU电源分配单元和电源机架中，这是Karman更名后的首单合作。 https://slicast.com/ko/article/39q7pe Slicast ko 2026-10-13T13:22:11.000Z Legrand는 Karman AI 플랫폼을 데이터센터 PDU와 전원 선반에 통합할 예정이며, 이는 Karman이 사명을 변경한 이후 첫 번째 거래이다. https://slicast.com/article/cn3as6 Slicast en 2026-10-13T13:22:00.000Z Credo has expanded its AI connectivity portfolio with the 1.6T ZeroFlap ALC. https://slicast.com/zh/article/cn3as6 Slicast zh-cn 2026-10-13T13:22:00.000Z Credo扩充了其人工智能连接产品组合，推出1.6T ZeroFlap ALC。 https://slicast.com/ko/article/cn3as6 Slicast ko 2026-10-13T13:22:00.000Z Credo는 1.6T ZeroFlap ALC로 AI 연결 포트폴리오를 확장했다. https://slicast.com/article/1o6xb9s Slicast en 2026-10-13T13:20:34.000Z Naver Cloud and FPT have partnered to accelerate development and deployment of AI data centers across Asia Pacific. https://slicast.com/zh/article/1o6xb9s Slicast zh-cn 2026-10-13T13:20:34.000Z Naver Cloud与FPT达成合作，加速在亚太地区建设和部署人工智能数据中心。 https://slicast.com/ko/article/1o6xb9s Slicast ko 2026-10-13T13:20:34.000Z Naver Cloud와 FPT가 아시아태평양 지역 전반에서 AI 데이터센터의 개발과 구축을 가속화하기 위해 협력하기로 했다. https://slicast.com/article/106lrzm Slicast en 2026-10-13T13:15:52.000Z Cipher Digital shares fell 14% after it announced an $850M convertible note offering and share exchange, while Applied Digital dropped 5%. https://slicast.com/zh/article/106lrzm Slicast zh-cn 2026-10-13T13:15:52.000Z Cipher Digital宣布发行8.5亿美元可转换票据并进行股份置换，股价下跌14%，Applied Digital股价下跌5%。 https://slicast.com/ko/article/106lrzm Slicast ko 2026-10-13T13:15:52.000Z Cipher Digital 주가는 8억 5천만 달러 규모의 전환사채 발행 및 주식 교환 계획을 발표한 이후 14% 하락했으며, Applied Digital은 5% 하락했다. https://slicast.com/article/1oh5p9m Slicast en 2026-10-13T13:13:41.000Z Micron was upgraded to Buy on improved HBM pricing after a 10% stock dip, with 20% upside potential. https://slicast.com/zh/article/1oh5p9m Slicast zh-cn 2026-10-13T13:13:41.000Z 美光科技因高带宽内存（HBM）定价改善且股价回调10%，被上调为买入评级，并给出20%的上涨空间。 https://slicast.com/ko/article/1oh5p9m Slicast ko 2026-10-13T13:13:41.000Z Micron, HBM 가격 개선을 근거로 주가가 10% 하락한 뒤 매수(Buy) 의견으로 상향 조정되었으며, 20%의 상승 여력이 있는 것으로 제시되었다. https://slicast.com/article/fq0h5m Slicast en 2026-10-13T13:12:00.000Z Micron shares fell 5% as Chinese memory maker CXMT targets server memory, with SanDisk down 4%. https://slicast.com/zh/article/fq0h5m Slicast zh-cn 2026-10-13T13:12:00.000Z 美光科技股价下跌5%，因中国存储芯片厂商长鑫存储（CXMT）瞄准服务器内存市场，闪迪股价下跌4%。 https://slicast.com/ko/article/fq0h5m Slicast ko 2026-10-13T13:12:00.000Z Micron 주가는 중국 메모리 업체 CXMT가 서버 메모리 시장을 겨냥하면서 5% 하락했으며, SanDisk도 4% 떨어졌다. https://slicast.com/article/vkzx1w Slicast en 2026-10-13T13:11:09.000Z The IMF says AI investment is bolstering global growth. https://slicast.com/zh/article/vkzx1w Slicast zh-cn 2026-10-13T13:11:09.000Z 国际货币基金组织（IMF）表示，人工智能投资正在支撑全球增长。 https://slicast.com/ko/article/vkzx1w Slicast ko 2026-10-13T13:11:09.000Z IMF는 AI 투자가 세계 성장을 뒷받침하고 있다고 밝혔다. https://slicast.com/article/1pq1i0b Slicast en 2026-10-13T13:09:48.000Z Japan's data center growth is diversifying beyond Tokyo and Osaka. https://slicast.com/zh/article/1pq1i0b Slicast zh-cn 2026-10-13T13:09:48.000Z 日本数据中心增长正从东京和大阪之外的地区扩散。 https://slicast.com/ko/article/1pq1i0b Slicast ko 2026-10-13T13:09:48.000Z 일본의 데이터센터 성장이 도쿄와 오사카를 넘어 다변화되고 있다. https://slicast.com/article/5e4he9 Slicast en 2026-10-13T13:09:46.000Z Broadcom sees $230B in AI revenue by 2028, driven by customers including OpenAI and Anthropic, though an analyst says some risks remain unresolved. https://slicast.com/zh/article/5e4he9 Slicast zh-cn 2026-10-13T13:09:46.000Z 博通预计2028年人工智能收入将达2300亿美元，主要由OpenAI和Anthropic等客户驱动；一位分析师表示部分风险仍未解决。 https://slicast.com/ko/article/5e4he9 Slicast ko 2026-10-13T13:09:46.000Z Broadcom, OpenAI, Anthropic 등 고객사에 힘입어 2028년까지 AI 매출 2,300억 달러를 기록할 것으로 전망된다. 다만 한 애널리스트는 일부 리스크가 여전히 해결되지 않았다고 지적했다. https://slicast.com/article/1umu1wg Slicast en 2026-10-13T13:07:13.000Z Foreign investors sold 4.53 trillion won of Kospi stocks as CXMT's next-generation DRAM plan sparked fears of a semiconductor slump. https://slicast.com/zh/article/1umu1wg Slicast zh-cn 2026-10-13T13:07:13.000Z 外国投资者抛售4.53万亿韩元的Kospi股票，因长鑫存储（CXMT）的下一代内存产品计划引发半导体行业低迷担忧。 https://slicast.com/ko/article/1umu1wg Slicast ko 2026-10-13T13:07:13.000Z 외국인 투자자들은 CXMT의 차세대 DRAM 계획이 반도체 침체 우려를 불러일으키자 코스피 주식 4조 5,300억 원어치를 순매도했다. https://slicast.com/article/bmbdxh Slicast en 2026-10-13T13:05:00.000Z Supermicro Expands Integrated Open Compute Project Portfolio to Accelerate Rack-Scale AI Data Center Deployments https://slicast.com/zh/article/bmbdxh Slicast zh-cn 2026-10-13T13:05:00.000Z Supermicro扩展集成开放计算项目(OCP)产品组合,加速机架级AI数据中心部署 https://slicast.com/ko/article/bmbdxh Slicast ko 2026-10-13T13:05:00.000Z Supermicro, 오픈 컴퓨트 프로젝트(OCP) 통합 포트폴리오 확대로 랙 스케일 AI 데이터센터 구축 가속화 https://slicast.com/article/r1smt Slicast en 2026-10-13T13:01:06.000Z Microscan plans a Rs 3.5bn subsea cable landing station in Alibaug, India, and is in talks with companies looking to land cables in the area. https://slicast.com/zh/article/r1smt Slicast zh-cn 2026-10-13T13:01:06.000Z Microscan计划在印度Alibaug建设一座投资35亿卢比的海底光缆登陆站，并正与有意在该地区登陆光缆的公司洽谈。 https://slicast.com/ko/article/r1smt Slicast ko 2026-10-13T13:01:06.000Z Microscan는 인도 Alibaug에 35억 루피 규모의 해저케이블 육揚 기지(landing station)를 건설할 계획이며, 해당 지역에 케이블을 상륙시키려는 기업들과 협의 중이다. Wait — I must avoid Han characters. Corrected: Microscan는 인도 Alibaug에 35억 루피 규모의 해저케이블 상륙 기지 https://slicast.com/article/1pmv2qk Slicast en 2026-10-13T13:00:40.000Z Cisco and NVIDIA have announced a new USFP pluggable optics form factor for 400G SerDes lanes, and Cisco has also introduced new Silicon One offerings. https://slicast.com/zh/article/1pmv2qk Slicast zh-cn 2026-10-13T13:00:40.000Z 思科与英伟达宣布推出用于400G SerDes通道的新型USFP可插拔光模块规格，思科还推出了新的Silicon One产品。 https://slicast.com/ko/article/1pmv2qk Slicast ko 2026-10-13T13:00:40.000Z Cisco와 NVIDIA는 400G SerDes 레인용 새로운 USFP 플러거블 광학 폼팩터를 발표했으며, Cisco는 새로운 Silicon One 제품군도 함께 선보였습니다. https://slicast.com/article/1n82h5a Slicast en 2026-10-13T13:00:31.000Z Kospi briefly broke below 6,000 as the chip rout deepened. https://slicast.com/zh/article/1n82h5a Slicast zh-cn 2026-10-13T13:00:31.000Z 随着芯片股抛售加剧，Kospi指数一度跌破6000点。 https://slicast.com/ko/article/1n82h5a Slicast ko 2026-10-13T13:00:31.000Z 코스피가 칩 매도세가 심화되면서 잠시 6,000선 아래로 떨어졌다. https://slicast.com/article/193fvit Slicast en 2026-10-13T13:00:03.000Z Microsoft unveiled Maia 300, its third-generation AI chip, as Maia 200 goes live to power Copilot. https://slicast.com/zh/article/193fvit Slicast zh-cn 2026-10-13T13:00:03.000Z 微软发布第三代人工智能芯片Maia 300，同时Maia 200已正式上线，为Copilot提供算力支持。 https://slicast.com/ko/article/193fvit Slicast ko 2026-10-13T13:00:03.000Z Microsoft가 Maia 200을 가동해 Copilot을 구동하는 가운데, 3세대 AI 칩 Maia 300을 공개했다. https://slicast.com/article/w65w51 Slicast en 2026-10-13T13:00:00.000Z An Ohio data-center study projects $16 billion in electricity costs and explains the assumptions behind that estimate. https://slicast.com/zh/article/w65w51 Slicast zh-cn 2026-10-13T13:00:00.000Z 俄亥俄州一项数据中心研究预计电力成本将达160亿美元，并说明了该估算所依据的假设。 https://slicast.com/ko/article/w65w51 Slicast ko 2026-10-13T13:00:00.000Z 오하이오주 데이터센터 연구는 160억 달러의 전기요금 비용을 예측하며, 이 추정의 전제가 되는 가정을 설명한다. https://slicast.com/article/1dw4br0 Slicast en 2026-10-13T12:58:24.000Z U.S. export restrictions have driven Nvidia's share of China's AI chip market down to 34%, with Huawei closing in. https://slicast.com/zh/article/1dw4br0 Slicast zh-cn 2026-10-13T12:58:24.000Z 美国出口限制使英伟达在中国人工智能芯片市场的份额降至34%，华为正在迎头赶上。 https://slicast.com/ko/article/1dw4br0 Slicast ko 2026-10-13T12:58:24.000Z 미국의 수출 규제로 인해 엔비디아의 중국 AI 칩 시장 점유율이 34%로 하락했으며, 화웨이가 그 뒤를 바짝 쫓고 있다. https://slicast.com/article/i742l6 Slicast en 2026-10-13T12:58:14.000Z Marvell targets $30 billion in custom silicon revenue by FY2031. https://slicast.com/zh/article/i742l6 Slicast zh-cn 2026-10-13T12:58:14.000Z 美满电子（Marvell）目标在2031财年实现300亿美元的定制芯片收入。 https://slicast.com/ko/article/i742l6 Slicast ko 2026-10-13T12:58:14.000Z Marvell, FY2031까지 맞춤형 실리콘 매출 300억 달러 달성을 목표로 하고 있다. https://slicast.com/article/2axdbc Slicast en 2026-10-13T12:44:00.000Z The IMF warns that an AI bubble could burst and drag the global economy with it, with mounting debt and cyberattacks adding to the risk. https://slicast.com/zh/article/2axdbc Slicast zh-cn 2026-10-13T12:44:00.000Z 国际货币基金组织警告，人工智能泡沫可能破裂并拖累全球经济，债务攀升和网络攻击进一步加剧风险。 https://slicast.com/article/1i7w86u Slicast en 2026-10-13T12:20:00.000Z Adani Enterprises, Jabil Sign MoU for 50:50 Data Center Hardware Joint Venture https://slicast.com/zh/article/1i7w86u Slicast zh-cn 2026-10-13T12:20:00.000Z Adani Enterprises与Jabil签署谅解备忘录,拟成立50:50的数据中心硬件合资公司 https://slicast.com/ko/article/1i7w86u Slicast ko 2026-10-13T12:20:00.000Z Adani Enterprises, Jabil, 데이터센터 하드웨어 합작법인 설립 양해각서 체결 (50:50 지분) https://slicast.com/article/punfeq Slicast en 2026-10-13T12:07:46.000Z Global chip stocks sold off after China's CXMT claimed a denser memory chip design, with Korean and US memory names falling sharply. https://slicast.com/zh/article/punfeq Slicast zh-cn 2026-10-13T12:07:46.000Z 全球芯片股下跌，此前中国CXMT宣称推出了更高密度的存储芯片设计，韩国及美国存储类股大幅下挫。 https://slicast.com/ko/article/punfeq Slicast ko 2026-10-13T12:07:46.000Z 글로벌 반도체 주식이 중국 CXMT가 더 높은 집적도의 메모리 칩 설계를 발표했다고 주장한 이후 급락했으며, 한국과 미국의 메모리 관련 종목이 크게 하락했다. https://slicast.com/article/1kwcoes Slicast en 2026-10-13T12:00:49.000Z All Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark https://slicast.com/zh/article/1kwcoes Slicast zh-cn 2026-10-13T12:00:49.000Z 一切就绪:全球PC应用生态已准备好迎接NVIDIA RTX Spark https://slicast.com/ko/article/1kwcoes Slicast ko 2026-10-13T12:00:49.000Z All Systems Go: 글로벌 PC 앱 생태계, NVIDIA RTX Spark 준비 완료 https://slicast.com/article/1vf60op Slicast en 2026-10-13T11:53:37.000Z TeraWulf is shifting from bitcoin mining to AI data center leasing, backed by $27 billion in long-term contracts. https://slicast.com/zh/article/1vf60op Slicast zh-cn 2026-10-13T11:53:37.000Z TeraWulf 正从比特币挖矿转向 AI 数据中心租赁业务，背后有 270 亿美元的长期合同支撑。 https://slicast.com/ko/article/1vf60op Slicast ko 2026-10-13T11:53:37.000Z TeraWulf는 비트코인 채굴에서 AI 데이터센터 임대 사업으로 전환하고 있으며, 270억 달러 규모의 장기 계약이 이를 뒷받침하고 있습니다. https://slicast.com/article/c4hyk3 Slicast en 2026-10-13T11:39:13.000Z Microsoft announced Maia 300, its next-generation custom AI chip, as part of a multi-gigawatt scale rollout beginning in 2027. https://slicast.com/zh/article/c4hyk3 Slicast zh-cn 2026-10-13T11:39:13.000Z 微软宣布推出新一代定制AI芯片Maia 300,作为多吉瓦(multi-gigawatt)规模部署的一部分,将于2027年开始推进。 https://slicast.com/ko/article/c4hyk3 Slicast ko 2026-10-13T11:39:13.000Z Microsoft는 2027년부터 시작되는 multi-gigawatt 규모의 구축 계획의 일환으로 차세대 맞춤형 AI 칩인 Maia 300을 발표했다. https://slicast.com/article/1mb0hsq Slicast en 2026-10-13T11:01:36.000Z NTT is reportedly building a $6.3bn data center in Japan for Anthropic, with talks in the 'final stages' according to sources. https://slicast.com/zh/article/1mb0hsq Slicast zh-cn 2026-10-13T11:01:36.000Z 据报道,NTT 正在日本为 Anthropic 建设一座价值 63 亿美元的数据中心,消息人士称相关谈判已进入"最后阶段"。 https://slicast.com/ko/article/1mb0hsq Slicast ko 2026-10-13T11:01:36.000Z NTT가 Anthropic을 위해 일본에 63억 달러 규모의 데이터센터를 건설하는 방안을 추진 중이라고 보도됐으며, 소식통에 따르면 협상은 '최종 단계'에 있다. https://slicast.com/article/j20jqr Slicast en 2026-10-13T11:00:00.000Z CXMT's president says the company's first 4F² DRAM product will be a server DDR5 RDIMM, expected by the end of 2026, which triggered a global chip-stock selloff. https://slicast.com/zh/article/j20jqr Slicast zh-cn 2026-10-13T11:00:00.000Z CXMT总裁表示,该公司首款4F² DRAM产品将是服务器用DDR5 RDIMM,预计于2026年底推出,此消息引发全球芯片股抛售。 https://slicast.com/ko/article/j20jqr Slicast ko 2026-10-13T11:00:00.000Z CXMT의 사장은 회사의 첫 4F² DRAM 제품이 2026년 말까지 출시될 서버용 DDR5 RDIMM이 될 것이라고 밝혔으며, 이 발언으로 글로벌 반도체 주가가 급락했다. https://slicast.com/article/1rkzz68 Slicast en 2026-10-13T10:51:39.000Z APAC Sustainable Data Center Market Size & Share - Industry https://slicast.com/zh/article/1rkzz68 Slicast zh-cn 2026-10-13T10:51:39.000Z 亚太地区可持续数据中心市场规模与份额——行业报告 https://slicast.com/ko/article/1rkzz68 Slicast ko 2026-10-13T10:51:39.000Z APAC 지속가능 데이터센터 시장 규모 및 점유율 - 산업 동향 https://slicast.com/article/ywcaoh Slicast en 2026-10-13T05:00:31.000Z NVIDIA Announces New Investments in France’s Startups https://slicast.com/zh/article/ywcaoh Slicast zh-cn 2026-10-13T05:00:31.000Z NVIDIA宣布在法国初创企业中新增投资 https://slicast.com/article/11lg452 Slicast en 2026-10-12T22:20:00.000Z Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications https://slicast.com/zh/article/11lg452 Slicast zh-cn 2026-10-12T22:20:00.000Z Credo推出短距微型发射器光学器件(SRMO)标准化方案,面向AI数据中心的纵向扩展与横向扩展应用 https://slicast.com/ko/article/11lg452 Slicast ko 2026-10-12T22:20:00.000Z Credo, AI 데이터센터 스케일업 및 스케일아웃 애플리케이션을 위한 단거리 마이크로 이미터 광학(SRMO) 표준화 발표 https://slicast.com/article/1xurg6w Slicast en 2026-10-12T21:11:00.000Z Mission Critical News: October 12, 2026 https://slicast.com/zh/article/1xurg6w Slicast zh-cn 2026-10-12T21:11:00.000Z Anthropic 在德克萨斯 Cedar Creek 申请 $3.66 亿新建数据中心;自建与外包双轨策略浮现 https://slicast.com/ko/article/1xurg6w Slicast ko 2026-10-12T21:11:00.000Z Mission Critical News: 2026년 10월 12일 https://slicast.com/article/pgso6p Slicast en 2026-10-12T21:10:00.000Z India roundup: AI data center buildout accelerates as semiconductor push continues to broaden https://slicast.com/zh/article/pgso6p Slicast zh-cn 2026-10-12T21:10:00.000Z 印度 AI 数据中心冲向 2GW 但遭遇电力密度代差;AM Intelligence 追加 2 万颗 NVIDIA Rubin GPU https://slicast.com/ko/article/pgso6p Slicast ko 2026-10-12T21:10:00.000Z 인도 동향 요약: 반도체 확대 움직임이 넓어지면서 AI 데이터센터 구축이 가속화 https://slicast.com/article/c74fhq Slicast en 2026-10-12T21:09:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-12T21:09:00.000Z 超大规模厂商 2026 年 AI Capex 合计约 $6,900-7,300 亿:Amazon $2,200 亿领跑,五家合计创历史新高 https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-12T21:09:00.000Z 2026년 AI 설비투자: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/17zrrtm Slicast en 2026-10-12T21:08:00.000Z Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn https://slicast.com/zh/article/17zrrtm Slicast zh-cn 2026-10-12T21:08:00.000Z Meta Hyperion Louisiana 超级园区扩至 5GW/$500 亿以上,跻身史上最大数据中心行列 https://slicast.com/ko/article/17zrrtm Slicast ko 2026-10-12T21:08:00.000Z Meta, 루이지애나주 리치랜드 패리시 데이터센터 캠퍼스를 5GW 및 500억 달러 규모로 확장 https://slicast.com/article/me67cr Slicast en 2026-10-12T21:07:00.000Z Nvidia backing $105 billion in financing for OpenAI data center in Ohio https://slicast.com/zh/article/me67cr Slicast zh-cn 2026-10-12T21:07:00.000Z NVIDIA 确认为 OpenAI 俄亥俄 10GW 园区提供约 $1,050 亿融资;SoftBank SB Energy 操盘,规模或超 $5,000 亿 https://slicast.com/ko/article/me67cr Slicast ko 2026-10-12T21:07:00.000Z 엔비디아, 오하이오 OpenAI 데이터센터에 1,050억 달러 규모 금융 지원 https://slicast.com/article/rl1d9f Slicast en 2026-10-12T21:05:00.000Z HBM4 Memory Hits 80% Yield, Powers Nvidia Rubin [2026] https://slicast.com/zh/article/rl1d9f Slicast zh-cn 2026-10-12T21:05:00.000Z NVIDIA Vera Rubin 确认主力配置 12 层 HBM4;SK hynix 占约 60-70% 供货份额,TSMC CoWoS 满载至 2027 年中 https://slicast.com/ko/article/rl1d9f Slicast ko 2026-10-12T21:05:00.000Z HBM4 메모리, 수율 80% 달성…엔비디아 루빈에 탑재 https://slicast.com/article/g8con3 Slicast en 2026-10-12T21:03:00.000Z Nscale's IPO will test Wall Street's appetite for concentrated AI bets once again https://slicast.com/zh/article/g8con3 Slicast zh-cn 2026-10-12T21:03:00.000Z Nscale NYSE IPO 后天定价:目标估值 $350 亿,合同账本 $1,030 亿,审计师曾发出"持续经营"警告 https://slicast.com/ko/article/g8con3 Slicast ko 2026-10-12T21:03:00.000Z Nscale의 IPO는 월가의 집중형 AI 투자 수요를 다시 한번 시험하게 될 것이다 https://slicast.com/article/yjn4t1 Slicast en 2026-10-12T21:01:00.000Z Nvidia-Backed Neoclouds Face a Test as IREN, CoreWeave and Nebius Stocks Slide https://slicast.com/zh/article/yjn4t1 Slicast zh-cn 2026-10-12T21:01:00.000Z Firmus 撤 $50 亿 IPO 引爆 Neocloud 信心危机,Nebius、CoreWeave 持续承压 https://slicast.com/ko/article/yjn4t1 Slicast ko 2026-10-12T21:01:00.000Z 엔비디아 투자 네오클라우드, IREN·CoreWeave·Nebius 주가 하락으로 시험대에 올라