https://slicast.com/commentary/cambricon-2026-11-13 Slicast en 2026-11-13T20:39:03.723Z Cambricon Stock November 2026: Profit Doubles but Revenue Misses as Domestic Competition Intensifies https://slicast.com/zh/commentary/cambricon-2026-11-13 Slicast zh-cn 2026-11-13T20:39:03.723Z 寒武纪股价2026年11月：利润翻倍但营收不及预期，国产竞争格局升温 https://slicast.com/commentary/iren-2026-11-13 Slicast en 2026-11-13T20:29:08.777Z IREN Stock Decline and Microsoft Contract Delay, November 2026 https://slicast.com/zh/commentary/iren-2026-11-13 Slicast zh-cn 2026-11-13T20:29:08.777Z IREN股价下跌与微软合同延期，2026年11月 https://slicast.com/brief/2026-11-14 Slicast en 2026-11-13T20:09:22.125Z Latest AI Infrastructure News: November 14, 2026 https://slicast.com/zh/brief/2026-11-14 Slicast zh-cn 2026-11-13T20:09:22.125Z AI 基础设施新闻早报 · 2026年11月14日 https://slicast.com/ko/brief/2026-11-14 Slicast ko 2026-11-13T20:09:22.125Z 최신 AI 인프라 뉴스 · 2026년 11월 14일 https://slicast.com/article/2z7et Slicast en 2026-11-13T19:39:25.000Z National Review examines Trump, Jensen Huang and Nvidia's AI chip sales to China amid the ongoing export-control debate. https://slicast.com/zh/article/2z7et Slicast zh-cn 2026-11-13T19:39:25.000Z National Review 探讨特朗普、黄仁勋与英伟达的对华人工智能芯片销售问题，该议题仍是出口管制争论的核心。 https://slicast.com/article/1rca8jr Slicast en 2026-11-13T19:20:04.000Z Crunchbase News ranks the week's 10 biggest funding rounds, with agentic AI and AI infrastructure still drawing the largest checks. https://slicast.com/zh/article/1rca8jr Slicast zh-cn 2026-11-13T19:20:04.000Z Crunchbase News 公布本周十大融资轮次，智能体人工智能与人工智能基础设施仍吸引规模最大的资金。 https://slicast.com/article/kqbwdm Slicast en 2026-11-13T19:08:29.000Z Objections against the 'world's largest data centre' plans for Scotland have reached a major milestone. https://slicast.com/zh/article/kqbwdm Slicast zh-cn 2026-11-13T19:08:29.000Z 苏格兰一项号称「全球最大数据中心」的规划所遭遇的反对意见已达到重要里程碑。 https://slicast.com/article/xk9rw2 Slicast en 2026-11-13T19:07:12.000Z HPCwire's multi-part series 'The Race We're Actually Running' reaches Part 4, The Power Gap, which examines electricity supply as a constraint in the AI race. https://slicast.com/zh/article/xk9rw2 Slicast zh-cn 2026-11-13T19:07:12.000Z HPCwire 系列报道的第四部分《电力缺口》发布，探讨电力供应在人工智能竞赛中的制约作用。 https://slicast.com/article/srtdpr Slicast en 2026-11-13T19:02:24.000Z Bessent blames Lutnick's Commerce Department for the delay in curbing Nvidia chip exports to China. https://slicast.com/zh/article/srtdpr Slicast zh-cn 2026-11-13T19:02:24.000Z 贝森特指责卢特尼克领导的商务部在限制英伟达对华芯片出口方面拖延。 https://slicast.com/article/dz04zl Slicast en 2026-11-13T18:43:46.000Z Norway is slamming the brakes on its AI data center boom over concerns about grid capacity. https://slicast.com/zh/article/dz04zl Slicast zh-cn 2026-11-13T18:43:46.000Z 挪威因对电网容量的担忧，正大幅收紧其人工智能数据中心的扩张步伐。 https://slicast.com/article/1y5mjf3 Slicast en 2026-11-13T18:41:13.000Z Reuters, citing the Financial Times, reports that Nvidia approached Arm CEO Haas to succeed Jensen Huang. https://slicast.com/zh/article/1y5mjf3 Slicast zh-cn 2026-11-13T18:41:13.000Z 路透社援引《金融时报》报道称，英伟达曾接洽Arm首席执行官哈斯，商讨接替黄仁勋出任英伟达首席执行官。 https://slicast.com/ko/article/1y5mjf3 Slicast ko 2026-11-13T18:41:13.000Z Reuters는 Financial Times를 인용해 Nvidia가 Jensen Huang의 후임으로 Arm CEO Haas에게 접근했다고 보도했다. https://slicast.com/article/id0vim Slicast en 2026-11-13T18:40:30.000Z TechCrunch reports that export-banned Nvidia chips are behind some of China's most powerful AI models, raising fresh scrutiny of Jensen Huang and Nvidia's China business. https://slicast.com/zh/article/id0vim Slicast zh-cn 2026-11-13T18:40:30.000Z TechCrunch 报道称，受出口禁令限制的英伟达芯片正支撑中国部分最强大的人工智能模型，黄仁勋与英伟达的在华业务再度受到关注。 https://slicast.com/article/129v6bg Slicast en 2026-11-13T18:21:43.000Z Patmos Fairfield Technology Campus is set to convert a former Alabama Walmart into a 20 MW AI data center. https://slicast.com/zh/article/129v6bg Slicast zh-cn 2026-11-13T18:21:43.000Z Patmos Fairfield Technology Campus 计划将阿拉巴马州一处前沃尔玛门店改造为20兆瓦人工智能数据中心。 https://slicast.com/article/1olp1m0 Slicast en 2026-11-13T18:02:13.000Z HPE introduces a hybrid HPC storage offering and a rack management controller for liquid-cooled HPC infrastructure. https://slicast.com/zh/article/1olp1m0 Slicast zh-cn 2026-11-13T18:02:13.000Z HPE推出混合高性能计算存储方案及机架管理控制器，面向液冷高性能计算基础设施。 https://slicast.com/article/1x45e84 Slicast en 2026-11-13T18:01:53.000Z Bloomberg reports that banks are barring Chinese and Hong Kong investors from the Anthropic IPO over US export controls, rejecting their buy orders. https://slicast.com/zh/article/1x45e84 Slicast zh-cn 2026-11-13T18:01:53.000Z 彭博社报道称，因美国出口管制，银行正阻止中国大陆和香港投资者参与Anthropic的首次公开募股，并拒绝其买单。 https://slicast.com/ko/article/1x45e84 Slicast ko 2026-11-13T18:01:53.000Z 블룸버그는 은행들이 미국 수출 통제를 이유로 중국 및 홍콩 투자자들의 Anthropic IPO 매수 주문을 거부하며 해당 투자자들의 참여를 차단하고 있다고 보도했다. https://slicast.com/article/1jl4odh Slicast en 2026-11-13T18:00:29.000Z Staera Semiconductor, formerly New Silicon Corporation (NSC), emerges from stealth with $4.6M to build LED optical links inside silicon chips that speed up AI data movement. https://slicast.com/zh/article/1jl4odh Slicast zh-cn 2026-11-13T18:00:29.000Z Staera Semiconductor（前身为New Silicon Corporation，简称NSC）结束隐身模式，获得460万美元融资，研发在硅芯片内集成LED光互连，以加快人工智能数据传输。 https://slicast.com/article/1ghskzz Slicast en 2026-11-13T17:48:45.000Z China warns against new export controls on US chips following the Nvidia scandal. https://slicast.com/zh/article/1ghskzz Slicast zh-cn 2026-11-13T17:48:45.000Z 中国就美国对芯片实施新的出口管制发出警告，此前已出现英伟达相关丑闻。 https://slicast.com/article/s0gj3b Slicast en 2026-11-13T17:35:00.000Z Vox reports that after a midterms repudiation, OpenAI is betting a data center rebrand will make the public hate it less. https://slicast.com/zh/article/s0gj3b Slicast zh-cn 2026-11-13T17:35:00.000Z Vox 报道称，在中期选举遭遇挫败后，OpenAI 押注数据中心品牌重塑能够降低公众的反感情绪。 https://slicast.com/article/1hnsydj Slicast en 2026-11-13T17:26:00.000Z Utility Dive reports that utility and technology officials see opportunities to raise grid utilization through specialized AI models and grid-enhancing technologies, while noting planning tools alread https://slicast.com/zh/article/1hnsydj Slicast zh-cn 2026-11-13T17:26:00.000Z Utility Dive 报道称，公用事业与科技行业官员认为，借助专用人工智能模型和电网增强技术可提高电网利用率，同时指出行业已具备基础规划工具。 https://slicast.com/article/1cg4mza Slicast en 2026-11-13T17:24:00.000Z Fluence Research finds hyperscalers list GPUs at nearly 2x the price charged by GPU-cloud providers. https://slicast.com/zh/article/1cg4mza Slicast zh-cn 2026-11-13T17:24:00.000Z Fluence Research 发现，超大规模云厂商的图形处理器挂牌价接近图形处理器云服务商价格的2倍。 https://slicast.com/article/10x41g3 Slicast en 2026-11-13T17:19:01.000Z Reuters reports exclusively that Huang's exit and US scrutiny imperil $3 billion in Chinese AI projects that rely on Nvidia. https://slicast.com/zh/article/10x41g3 Slicast zh-cn 2026-11-13T17:19:01.000Z 路透社独家报道称，黄仁勋的离任与美国的审查令约30亿美元的中国人工智能项目面临风险，这些项目依赖英伟达产品。 https://slicast.com/ko/article/10x41g3 Slicast ko 2026-11-13T17:19:01.000Z Reuters 단독 보도에 따르면, 황 CEO의 퇴진과 미국의 조사 강화로 엔비디아에 의존하는 중국 AI 프로젝트 30억 달러 규모가 위태로워졌다. https://slicast.com/article/1um0k1c Slicast en 2026-11-13T17:05:57.000Z TechStory reports that a firm linked to Alice Huang procured banned Nvidia chips in China. https://slicast.com/zh/article/1um0k1c Slicast zh-cn 2026-11-13T17:05:57.000Z TechStory 报道称，一家与Alice Huang有关联的公司在中国采购了受禁的英伟达芯片。 https://slicast.com/article/1qbixdb Slicast en 2026-11-13T16:59:46.000Z FourWeekMBA reports Nvidia Rubin runs DeepSeek at 58x GB300 but only 2.7x at peak. https://slicast.com/zh/article/1qbixdb Slicast zh-cn 2026-11-13T16:59:46.000Z FourWeekMBA报道称，英伟达Rubin运行DeepSeek的速度为GB300的58倍，但峰值时仅为2.7倍。 https://slicast.com/article/139k6r0 Slicast en 2026-11-13T16:56:50.000Z Android Headlines reports CXMT could lower chip prices by flooding the market with supply. https://slicast.com/zh/article/139k6r0 Slicast zh-cn 2026-11-13T16:56:50.000Z Android Headlines报道称，CXMT可能通过向市场大量投放供应来压低芯片价格。 https://slicast.com/article/2gpevg Slicast en 2026-11-13T16:51:18.000Z Bloomberg reports Alice Huang's AI chip network has been unveiled as the Nvidia controversy continues to unfold. https://slicast.com/zh/article/2gpevg Slicast zh-cn 2026-11-13T16:51:18.000Z 彭博社报道，Alice Huang的人工智能芯片网络已经公布，英伟达争议仍在持续发酵。 https://slicast.com/article/f7drim Slicast en 2026-11-13T16:41:15.000Z Forbes Middle East reports Lutnick will testify before Congress amid allegations he resisted a Megaspeed crackdown. https://slicast.com/zh/article/f7drim Slicast zh-cn 2026-11-13T16:41:15.000Z Forbes Middle East报道，Lutnick将出席国会作证，此前有指控称其曾抵制针对Megaspeed的打击行动。 https://slicast.com/article/1v05yig Slicast en 2026-11-13T16:34:46.000Z The firm developing the Portsmouth site data center posted a $7B loss, per American Nuclear Society. https://slicast.com/zh/article/1v05yig Slicast zh-cn 2026-11-13T16:34:46.000Z 据American Nuclear Society报道，开发Portsmouth站点数据中心的公司录得70亿美元亏损。 https://slicast.com/article/2zl9k9 Slicast en 2026-11-13T16:34:39.000Z Los Alamos National Laboratory reports that most of its computing now runs on the open-source OpenCHAMI framework, a milestone reached recently. https://slicast.com/zh/article/2zl9k9 Slicast zh-cn 2026-11-13T16:34:39.000Z 洛斯阿拉莫斯国家实验室报告称，其大部分计算工作现已运行在开源的OpenCHAMI框架上，这是近期达成的里程碑。 https://slicast.com/article/swvo38 Slicast en 2026-11-13T16:30:50.000Z LMSYS Org has formed the SGLang Consortium with NVIDIA, AMD, Google and Meta, with hardware, model and infrastructure leaders joining SGLang's maintainers to advance efficient inference. https://slicast.com/zh/article/swvo38 Slicast zh-cn 2026-11-13T16:30:50.000Z LMSYS Org与英伟达、AMD、谷歌和Meta组建了SGLang联盟，硬件、模型与基础设施领域的领导者加入SGLang维护团队，以推进高效推理。 https://slicast.com/article/1fyqgtm Slicast en 2026-11-13T16:29:47.000Z Forbes reports a new data center espionage vector, dubbed 'This Ain't Ethernet', is raising security concerns. https://slicast.com/zh/article/1fyqgtm Slicast zh-cn 2026-11-13T16:29:47.000Z Forbes报道称，一种名为'This Ain't Ethernet'的新型数据中心间谍攻击途径正引发安全担忧。 https://slicast.com/article/1384ar3 Slicast en 2026-11-13T16:28:00.000Z Qualcomm's CEO says chipmakers are in an 'extreme shortage'. https://slicast.com/zh/article/1384ar3 Slicast zh-cn 2026-11-13T16:28:00.000Z 高通首席执行官表示，芯片制造商目前正处于'极度短缺'状态。 https://slicast.com/article/m21250 Slicast en 2026-11-13T16:27:17.000Z ComEd is expanding its local power grid to meet a surge in data center demand, according to Journal & Topics. https://slicast.com/zh/article/m21250 Slicast zh-cn 2026-11-13T16:27:17.000Z 据Journal & Topics报道，ComEd正在扩建其本地电网，以应对数据中心需求激增。 https://slicast.com/article/j2s87c Slicast en 2026-11-13T16:23:00.000Z Samsung is reportedly in talks to acquire data center cooling company Modine Manufacturing, which has already acquired FläktGroup. https://slicast.com/zh/article/j2s87c Slicast zh-cn 2026-11-13T16:23:00.000Z 据报道，三星正就收购数据中心冷却企业Modine Manufacturing进行磋商，该公司此前已收购FläktGroup。 https://slicast.com/article/1amlgx8 Slicast en 2026-11-13T16:17:57.000Z Cisco's first-quarter earnings beat estimates as strong networking lifted revenue, and management highlighted AI growth and a higher outlook. https://slicast.com/zh/article/1amlgx8 Slicast zh-cn 2026-11-13T16:17:57.000Z 思科第一季度财报超出市场预期，强劲的网络业务推动营收增长，管理层强调人工智能业务增长并上调了业绩指引。 https://slicast.com/article/g4ac33 Slicast en 2026-11-13T16:15:28.000Z Malaysia is investigating possible re-exports of Nvidia AI hardware amid concerns about circumvention of U.S. restrictions on China and the Jensen Huang controversy, while Singapore charges an executi https://slicast.com/zh/article/g4ac33 Slicast zh-cn 2026-11-13T16:15:28.000Z 在Jensen Huang争议背景下，马来西亚正调查英伟达AI硬件可能被转口的问题，担心有人借此规避美国对华限制；与此同时，新加坡已对一名高管提出起诉。 https://slicast.com/article/rf87jl Slicast en 2026-11-13T16:15:00.000Z HPE has debuted hybrid storage configurations aimed at faster, more cost-effective HPC storage as rising SSD costs hit supercomputing. https://slicast.com/zh/article/rf87jl Slicast zh-cn 2026-11-13T16:15:00.000Z 慧与（HPE）推出混合存储配置，旨在以更快、更具成本效益的高性能计算存储应对固态硬盘成本上涨对超级计算的冲击。 https://slicast.com/article/cbyqwb Slicast en 2026-11-13T16:10:46.000Z Aggreko updated its NYSE IPO filing as data center demand lifted nine-month revenue 31%. https://slicast.com/zh/article/cbyqwb Slicast zh-cn 2026-11-13T16:10:46.000Z Aggreko更新了其在NYSE的首次公开募股申报文件，数据中心需求使其前九个月营收增长31%。 https://slicast.com/article/147n3t2 Slicast en 2026-11-13T15:54:47.000Z Bessent blames Lutnick's Commerce Department for not restricting Nvidia chips to China. https://slicast.com/zh/article/147n3t2 Slicast zh-cn 2026-11-13T15:54:47.000Z Bessent指责Lutnick主管的商务部未能限制英伟达芯片对华出口。 https://slicast.com/article/1rsj6he Slicast en 2026-11-13T15:53:29.000Z CoreWeave (CRWV) Q3 earnings impressed and the company raised its outlook, per TradingView. https://slicast.com/zh/article/1rsj6he Slicast zh-cn 2026-11-13T15:53:29.000Z 据TradingView报道，CoreWeave（CRWV）第三季度财报表现亮眼，并上调了业绩指引。 https://slicast.com/ko/article/1rsj6he Slicast ko 2026-11-13T15:53:29.000Z CoreWeave(CRWV)의 3분기 실적이 시장의 호평을 받았으며, 회사는 실적 전망치를 상향 조정했다고 TradingView가 전했다. https://slicast.com/article/181nel1 Slicast en 2026-11-13T15:51:48.000Z Forbes Middle East reports that Johnson sees growing support for curbs on chip exports to China. https://slicast.com/zh/article/181nel1 Slicast zh-cn 2026-11-13T15:51:48.000Z Forbes Middle East报道称，Johnson看到对中国芯片出口限制的支持日益增长。 https://slicast.com/article/1x0nekt Slicast en 2026-11-13T15:50:16.000Z Tech Policy Press reports that despite the Huang scandal, the US-China AI safety dialogue still seems on track. https://slicast.com/zh/article/1x0nekt Slicast zh-cn 2026-11-13T15:50:16.000Z Tech Policy Press报道称，尽管Huang丑闻不断，中美人工智能安全对话似乎仍在按计划推进。 https://slicast.com/article/1pzhgkr Slicast en 2026-11-13T15:45:17.000Z Nvidia has made an AI inference pledge, which SDxCentral frames as the company getting back on the horse after a setback. https://slicast.com/zh/article/1pzhgkr Slicast zh-cn 2026-11-13T15:45:17.000Z 英伟达作出人工智能推理方面的承诺，SDxCentral报道称这标志着公司重新回到正轨。 https://slicast.com/article/17q2wi8 Slicast en 2026-11-13T15:43:59.000Z U.S. legislation targets semiconductor export loopholes to China. https://slicast.com/zh/article/17q2wi8 Slicast zh-cn 2026-11-13T15:43:59.000Z 美国立法机构出台立法，旨在堵住向中国出口半导体的漏洞。 https://slicast.com/ko/article/17q2wi8 Slicast ko 2026-11-13T15:43:59.000Z 미국, 대중국 반도체 수출 허점 차단 입법 추진 https://slicast.com/article/jnkde2 Slicast en 2026-11-13T15:43:37.000Z BloombergNEF expects data center power use to nearly quadruple by 2035. https://slicast.com/zh/article/jnkde2 Slicast zh-cn 2026-11-13T15:43:37.000Z 彭博新能源财经（BloombergNEF）预计，到2035年数据中心用电量将接近增至四倍。 https://slicast.com/article/1athop8 Slicast en 2026-11-13T15:42:00.000Z Samsung is reportedly eyeing a deal to buy data center supplier Modine, and Modine's stock soared 35%. https://slicast.com/zh/article/1athop8 Slicast zh-cn 2026-11-13T15:42:00.000Z 据报道，三星正考虑收购数据中心供应商Modine，Modine股价因此大涨35%。 https://slicast.com/article/lhmi62 Slicast en 2026-11-13T15:40:08.000Z Bessent blames Lutnick's department for not banning Nvidia chip sales to a China-linked firm, according to the BBC. https://slicast.com/zh/article/lhmi62 Slicast zh-cn 2026-11-13T15:40:08.000Z 据英国广播公司（BBC）报道，Bessent指责Lutnick所领导的部门未能禁止英伟达向一家与中国有关联的公司销售芯片。 https://slicast.com/ko/article/lhmi62 Slicast ko 2026-11-13T15:40:08.000Z 베센트 재무장관은 BBC 보도에 따르면, 중국 관련 기업에 대한 엔비디아 칩 판매를 금지하지 않은 책임을 루트닉 상무부에 돌렸다. https://slicast.com/article/1u6uz1t Slicast en 2026-11-13T15:37:46.000Z NEMA has issued guidance on DC power systems for data centers. https://slicast.com/zh/article/1u6uz1t Slicast zh-cn 2026-11-13T15:37:46.000Z NEMA发布了数据中心直流电源系统的指导意见。 https://slicast.com/article/yf6s9e Slicast en 2026-11-13T15:25:17.000Z Senators are pushing curbs on Chinese memory maker CXMT (ChangXin Memory), putting SK Hynix (KOSE:A000660) in focus. https://slicast.com/zh/article/yf6s9e Slicast zh-cn 2026-11-13T15:25:17.000Z 美国参议员推动对中国存储芯片厂商CXMT（长鑫存储）实施限制，SK海力士（KOSE:A000660）因此受到关注。 https://slicast.com/article/rtb07t Slicast en 2026-11-13T15:21:04.000Z Former OpenAI researcher Will DePue says he has found Nvidia Blackwell fingerprints hidden inside six Chinese AI models, which he calls the first technical evidence that DeepSeek, Moonshot AI, MiniMax https://slicast.com/zh/article/rtb07t Slicast zh-cn 2026-11-13T15:21:04.000Z 前OpenAI研究员Will DePue称，他在六个中国人工智能模型中发现了隐藏的英伟达Blackwell特征痕迹，并称这是首份技术证据，表明深度求索（DeepSeek）、月之暗面（Moonshot AI）、稀宇科技（MiniMax）和蚂蚁集团（Ant Group）正在使用Blackwell芯片。 https://slicast.com/ko/article/rtb07t Slicast ko 2026-11-13T15:21:04.000Z Former OpenAI 연구원 Will DePue는 중국 AI 모델 6종 내부에 숨겨진 Nvidia Blackwell 지문을 발견했다고 밝혔다. 그는 이를 DeepSeek, Moonshot AI, MiniMax, Ant Group이 Nvidia Blackwell 칩을 사용하고 있다는 첫 번째 기술적 증거라고 주장했다. https://slicast.com/article/amdvj1 Slicast en 2026-11-13T15:19:08.000Z CBS News reports that the vacant offices of Megaspeed raise questions about its ties to Nvidia and China. https://slicast.com/zh/article/amdvj1 Slicast zh-cn 2026-11-13T15:19:08.000Z CBS新闻报道称，Megaspeed的空置办公室引发了其与英伟达及中国之间关系的质疑。 https://slicast.com/article/1sizgob Slicast en 2026-11-13T15:19:00.000Z China has warned against new U.S. chip export controls in the wake of Nvidia's Huang scandal, according to CBS News. https://slicast.com/zh/article/1sizgob Slicast zh-cn 2026-11-13T15:19:00.000Z 中国在英伟达Huang丑闻发生之后，警告美国不要出台新的芯片出口管制措施。 https://slicast.com/ko/article/1sizgob Slicast ko 2026-11-13T15:19:00.000Z 중국은 엔비디아 황 CEO 관련 스캔들 이후 미국의 새로운 칩 수출 통제에 대해 경고했다고 CBS 뉴스가 보도했다. https://slicast.com/article/5r0bvo Slicast en 2026-11-13T15:15:08.000Z Anthropic's IPO is reportedly six times oversubscribed and on track to become the largest public offering in history. https://slicast.com/zh/article/5r0bvo Slicast zh-cn 2026-11-13T15:15:08.000Z 据报道，Anthropic的首次公开募股超额认购六倍，有望成为历史上规模最大的公开发行。 https://slicast.com/ko/article/5r0bvo Slicast ko 2026-11-13T15:15:08.000Z Anthropic의 IPO는 청약 경쟁률이 6배에 달하는 것으로 알려졌으며, 역대 최대 규모의 공개 상장이 될 것으로 전망된다. https://slicast.com/article/azkiq1 Slicast en 2026-11-13T15:01:57.000Z PowerBridge has broken ground on a gigawatt-scale powered land campus in Texas, with the first 300MW due live in 2027 and the site ready for other developers to build on. https://slicast.com/zh/article/azkiq1 Slicast zh-cn 2026-11-13T15:01:57.000Z PowerBridge在得克萨斯州动工建设一个吉瓦级、已接通电力的土地园区，首期300兆瓦计划于2027年投入运营，其余场地将供其他开发商建设。 https://slicast.com/ko/article/azkiq1 Slicast ko 2026-11-13T15:01:57.000Z PowerBridge가 텍사스에 기가와트급 전력 인프라 부지 캠퍼스의 착공에 들어갔다. 첫 300MW는 2027년 가동될 예정이며, 해당 부지는 다른 개발사들이 활용할 수 있도록 준비될 계획이다. https://slicast.com/article/ol51yy Slicast en 2026-11-13T14:59:17.000Z Vertiv has launched a Power Panel to streamline power distribution in AI data centers. https://slicast.com/zh/article/ol51yy Slicast zh-cn 2026-11-13T14:59:17.000Z Vertiv推出电源配电面板（Power Panel），以简化人工智能数据中心的电力分配。 https://slicast.com/article/u2z1ba Slicast en 2026-11-13T14:47:01.000Z Syntys has broken ground on a 20MW data center in Qatar, designed to support high-density GPU workloads. https://slicast.com/zh/article/u2z1ba Slicast zh-cn 2026-11-13T14:47:01.000Z Syntys在卡塔尔动工建设一座20兆瓦的数据中心，旨在支持高密度图形处理器工作负载。 https://slicast.com/article/1p2wmil Slicast en 2026-11-13T14:45:00.000Z The Register argues that the aftermath of Jensen Huang's resignation as Nvidia CEO could pop the AI bubble and put the world economy at risk. https://slicast.com/zh/article/1p2wmil Slicast zh-cn 2026-11-13T14:45:00.000Z The Register认为，英伟达前首席执行官Jensen Huang辞职之后的余波可能刺破人工智能泡沫，并使全球经济面临风险。 https://slicast.com/article/1e28cdd Slicast en 2026-11-13T14:33:22.000Z Cisco's AI infrastructure revenue is set to double following a first-quarter beat, according to The Tech Buzz. https://slicast.com/zh/article/1e28cdd Slicast zh-cn 2026-11-13T14:33:22.000Z 据The Tech Buzz报道，思科的人工智能基础设施收入在第一季度业绩超出预期后有望翻番。 https://slicast.com/article/mbw569 Slicast en 2026-11-13T14:30:00.000Z Singapore says the US offered only limited help in its probe into AI chip deals, as the Nvidia fallout continues. https://slicast.com/zh/article/mbw569 Slicast zh-cn 2026-11-13T14:30:00.000Z 新加坡表示，美国在新加坡对人工智能芯片交易的调查中仅提供了有限协助，英伟达相关风波仍在持续。 https://slicast.com/ko/article/mbw569 Slicast ko 2026-11-13T14:30:00.000Z 싱가포르, AI 칩 거래 조사에 대한 미국의 지원은 제한적이었다고 밝혀... Nvidia 파장 지속 Wait, I need to correct that: the translation should be accurate and natural. Here is the corrected output: 싱가포르 정부는 AI 칩 거래 관련 조사에서 미국의 지원이 제 https://slicast.com/article/1ca5v0d Slicast en 2026-11-13T14:12:01.000Z Former Huawei server unit xFusion has cleared the Shenzhen review for an 8 billion-yuan IPO, ChiNext's largest listing this year. https://slicast.com/zh/article/1ca5v0d Slicast zh-cn 2026-11-13T14:12:01.000Z 前华为服务器业务单元超聚变已通过深圳证券交易所审核，拟进行80亿元人民币的IPO，将成为创业板今年规模最大的IPO。 https://slicast.com/ko/article/1ca5v0d Slicast ko 2026-11-13T14:12:01.000Z Huawei 출신 서버 사업부인 xFusion이 80억 위안 규모의 IPO에 대한 선전 심사를 통과했으며, 이는 올해 ChiNext 최대 규모의 상장이다. https://slicast.com/article/142363r Slicast en 2026-11-13T14:11:04.000Z GE Vernova (GEV) is balancing progress on its hydrogen turbines against a nuclear delay, according to a Yahoo Finance analysis. https://slicast.com/zh/article/142363r Slicast zh-cn 2026-11-13T14:11:04.000Z 据雅虎财经分析，GE Vernova（GEV）正在权衡氢能涡轮机的进展与核电项目延期的问题。 https://slicast.com/article/5yij6b Slicast en 2026-11-13T14:08:16.000Z SK hynix, Solidigm and others pitched AI memory designs beyond HBM at the OCP Global Summit. https://slicast.com/zh/article/5yij6b Slicast zh-cn 2026-11-13T14:08:16.000Z SK海力士、Solidigm等厂商在OCP全球峰会上推介超越HBM的AI内存设计。 https://slicast.com/article/11vsqva Slicast en 2026-11-13T14:05:00.000Z The Straits Times asks whether Jensen Huang's fall could dent China's AI ambitions. https://slicast.com/zh/article/11vsqva Slicast zh-cn 2026-11-13T14:05:00.000Z 海峡时报提出一个问题：Jensen Huang的倒台是否会削弱中国的AI雄心。 https://slicast.com/article/1kmhss1 Slicast en 2026-11-13T14:02:00.000Z The New York Times reports that Howard Lutnick took a softer line on Nvidia even as calls for tougher export controls grew. https://slicast.com/zh/article/1kmhss1 Slicast zh-cn 2026-11-13T14:02:00.000Z 《纽约时报》报道，Howard Lutnick对英伟达采取了较为温和的立场，而要求加强出口管控的呼声日益高涨。 https://slicast.com/article/1c339ya Slicast en 2026-11-13T14:00:00.000Z Nebius (NBIS) highlighted its expansion plans and funding on its Q3 earnings call. https://slicast.com/zh/article/1c339ya Slicast zh-cn 2026-11-13T14:00:00.000Z Nebius（NBIS）在第三季度财报电话会议上重点介绍了其扩张计划与融资安排。 https://slicast.com/ko/article/1c339ya Slicast ko 2026-11-13T14:00:00.000Z Nebius(NBIS)는 3분기 실적 발표 컨퍼런스 콜에서 확장 계획과 자금 조달 현황을 강조했다. https://slicast.com/article/1kym0zo Slicast en 2026-11-13T14:00:00.000Z Marvell has scaled up its connectivity technology to address AI infrastructure's next bottleneck, ahead of Supercomputing 2026. https://slicast.com/zh/article/1kym0zo Slicast zh-cn 2026-11-13T14:00:00.000Z 美满电子在2026超级计算大会（SC26）前升级了其连接技术，旨在应对AI基础设施的下一个瓶颈。 https://slicast.com/article/13n4e89 Slicast en 2026-11-13T14:00:00.000Z EIA reports that hydropower generation in the Southwest fell to record lows this summer amid prolonged drought in the Colorado River Basin. https://slicast.com/zh/article/13n4e89 Slicast zh-cn 2026-11-13T14:00:00.000Z 美国能源信息署（EIA）报告，受科罗拉多河流域长期干旱影响，今年夏季西南地区水力发电量降至历史最低。 https://slicast.com/article/4l972f Slicast en 2026-11-13T13:43:11.000Z China has warned against fresh US chip curbs. https://slicast.com/zh/article/4l972f Slicast zh-cn 2026-11-13T13:43:11.000Z 中国警告反对美国新一轮芯片限制措施。 https://slicast.com/article/d83fj2 Slicast en 2026-11-13T13:43:00.000Z A Jefferies strategist says the midterm elections gave hyperscalers the excuse they needed to cut back on spending. https://slicast.com/zh/article/d83fj2 Slicast zh-cn 2026-11-13T13:43:00.000Z 杰富瑞策略师表示，中期选举为超大规模云服务商提供了其所需的削减开支借口。 https://slicast.com/article/1b1jzj Slicast en 2026-11-13T13:22:01.000Z AirTrunk and Stockland have dropped their Sydney data center projects after community backlash, adding to Quantum DC's pause of its 1,200 MW South Australian data center. https://slicast.com/zh/article/1b1jzj Slicast zh-cn 2026-11-13T13:22:01.000Z 在社区反对声浪之下，AirTrunk与Stockland已放弃悉尼的数据中心项目，此前Quantum DC已暂停其位于南澳的1200MW数据中心项目。 https://slicast.com/article/w1vzqt Slicast en 2026-11-13T13:22:01.000Z Intel has formed a 23-company Korean AI alliance while pitching its HBM-free D-Series inference GPU. https://slicast.com/zh/article/w1vzqt Slicast zh-cn 2026-11-13T13:22:01.000Z 英特尔组建了一个由23家公司组成的韩国AI联盟，同时推广其不采用HBM内存的D-Series推理GPU。 https://slicast.com/article/10dz6fd Slicast en 2026-11-13T13:16:16.000Z A report claims Nvidia's Jensen Huang was 'broken and shattered' and surrendered during his resignation meeting, while employees still want him back. https://slicast.com/zh/article/10dz6fd Slicast zh-cn 2026-11-13T13:16:16.000Z 一篇报道称，英伟达的Jensen Huang在辞职会议上'身心俱碎'并选择屈服，而员工仍希望他回归。 https://slicast.com/article/1f84fm Slicast en 2026-11-13T13:03:00.000Z TSMC has tapped Xintec to expand advanced packaging capacity in Taichung. https://slicast.com/zh/article/1f84fm Slicast zh-cn 2026-11-13T13:03:00.000Z 台积电选定Xintec扩充其位于台中的先进封装产能。 https://slicast.com/article/1amkos4 Slicast en 2026-11-13T12:47:36.000Z Applied Materials beat fourth-quarter estimates as revenue rose 53%. https://slicast.com/zh/article/1amkos4 Slicast zh-cn 2026-11-13T12:47:36.000Z 应用材料第四季度财报超出预期，营收增长53%。 https://slicast.com/article/x4e4s6 Slicast en 2026-11-13T12:37:34.000Z Labor shortages are threatening data center construction schedules. https://slicast.com/zh/article/x4e4s6 Slicast zh-cn 2026-11-13T12:37:34.000Z 劳动力短缺正威胁数据中心的建设进度。 https://slicast.com/article/1ihmefi Slicast en 2026-11-13T12:37:09.000Z Cerebras has secured Microsoft as a customer, bringing its hyperscaler customer count to three. https://slicast.com/zh/article/1ihmefi Slicast zh-cn 2026-11-13T12:37:09.000Z 晶圆级芯片与AI云公司Cerebras已与微软达成合作，其超大规模云服务商客户增至三家。 https://slicast.com/article/eoooa6 Slicast en 2026-11-13T12:33:54.000Z OpenAI raised only $15 billion, about half of what it had sought, according to Yahoo Finance. https://slicast.com/zh/article/eoooa6 Slicast zh-cn 2026-11-13T12:33:54.000Z 据雅虎财经报道，OpenAI仅募得150亿美元，约为其计划筹资额的一半。 https://slicast.com/ko/article/eoooa6 Slicast ko 2026-11-13T12:33:54.000Z OpenAI는 Yahoo Finance에 따르면 목표액의 절반 가량인 150억 달러만 조달했다. https://slicast.com/article/111v2g2 Slicast en 2026-11-13T12:32:04.000Z Nvidia's CEO Jensen Huang has departed, and Colette Kress is serving as interim CEO. Reports describe the exit as abrupt and forced. https://slicast.com/zh/article/111v2g2 Slicast zh-cn 2026-11-13T12:32:04.000Z Nvidia首席执行官Jensen Huang已离职,Colette Kress担任临时首席执行官。有报道称,此次离职突然且属被迫。 https://slicast.com/ko/article/111v2g2 Slicast ko 2026-11-13T12:32:04.000Z Nvidia의 CEO 젠슨 황이 물러났으며, 콜레트 크레스가 임시 CEO를 맡고 있다. 보도에 따르면 이번 퇴진은 갑작스럽고 강제적인 것이었다. https://slicast.com/article/s4ntsl Slicast en 2026-11-13T12:29:35.000Z Nebius reportedly faces delayed capacity and higher AI infrastructure spending. https://slicast.com/zh/article/s4ntsl Slicast zh-cn 2026-11-13T12:29:35.000Z 据报道，Nebius面临产能交付延迟和AI基础设施支出上升的问题。 https://slicast.com/article/clzwtm Slicast en 2026-11-13T12:29:06.000Z Cisco beat earnings expectations and raised its AI revenue target for the year, per Quartz. https://slicast.com/zh/article/clzwtm Slicast zh-cn 2026-11-13T12:29:06.000Z 思科财报超出市场预期，并上调了全年人工智能营收目标。 https://slicast.com/article/1q36eor Slicast en 2026-11-13T12:26:27.000Z Poste Italiane has set up a €600m co-investment fund to support data center projects, as it seeks to bolster data center infrastructure. https://slicast.com/zh/article/1q36eor Slicast zh-cn 2026-11-13T12:26:27.000Z Poste Italiane设立了一支6亿欧元的联合投资基金，用于支持数据中心项目，以加强数据中心基础设施布局。 https://slicast.com/article/scof9a Slicast en 2026-11-13T12:25:08.000Z Three Australian data center developments in Lane Cove, Cooks River, and Tungkillo are changing course after community backlash. https://slicast.com/zh/article/scof9a Slicast zh-cn 2026-11-13T12:25:08.000Z 澳大利亚的三个数据中心项目（位于Lane Cove、Cooks River和Tungkillo）因社区反对而调整方案。 https://slicast.com/article/iwi2ad Slicast en 2026-11-13T12:25:00.000Z South Korea's DeepX will invest $100 million in an AI chip built on Samsung's 2nm process and has also partnered with Intel. https://slicast.com/zh/article/iwi2ad Slicast zh-cn 2026-11-13T12:25:00.000Z 韩国DeepX将投资1亿美元，研发基于三星2纳米工艺的人工智能芯片，并已与英特尔建立合作。 https://slicast.com/article/ey2nfy Slicast en 2026-11-13T12:25:00.000Z A WSJ article uses Nvidia's succession process to show that a key part of the chief financial officer's job is serving as an on-call CEO in a pinch. https://slicast.com/zh/article/ey2nfy Slicast zh-cn 2026-11-13T12:25:00.000Z 《华尔街日报》一篇文章以英伟达的接班安排为例指出，首席财务官的一项关键职责是在紧急时刻临时担任首席执行官。 https://slicast.com/article/15p5lrn Slicast en 2026-11-13T12:13:54.000Z PIF's HUMAIN has set a December rollout for its Saudi AI tools. https://slicast.com/zh/article/15p5lrn Slicast zh-cn 2026-11-13T12:13:54.000Z PIF旗下的HUMAIN已将其沙特人工智能工具的推出时间定在12月。 https://slicast.com/article/1reh3l0 Slicast en 2026-11-13T12:08:53.000Z TSMC has signed a seven-year deal with Xintec to expand CoWoS advanced packaging capacity. https://slicast.com/zh/article/1reh3l0 Slicast zh-cn 2026-11-13T12:08:53.000Z 台积电与精材（Xintec）签订了为期七年的协议，以扩大CoWoS先进封装产能。 https://slicast.com/ko/article/1reh3l0 Slicast ko 2026-11-13T12:08:53.000Z TSMC는 CoWoS 첨단 패키징 생산능력 확대를 위해 Xintec과 7년 계약을 체결했다. https://slicast.com/article/1uxplv Slicast en 2026-11-13T11:56:00.000Z A fund manager warns that the AI trade is getting riskier as hyperscaler capex and debt keep piling up. https://slicast.com/zh/article/1uxplv Slicast zh-cn 2026-11-13T11:56:00.000Z 一位基金经理警告称，随着超大规模云服务商的资本开支和债务持续累积，人工智能交易的风险正在上升。 https://slicast.com/article/1l3k84o Slicast en 2026-11-13T11:55:00.000Z Traces of NVIDIA's Blackwell-generation chips have been found in Chinese AI models, revealing procurement under export controls. https://slicast.com/zh/article/1l3k84o Slicast zh-cn 2026-11-13T11:55:00.000Z 在中国人工智能模型中发现了英伟达Blackwell代际芯片的痕迹，显示此类芯片的采购情况受到出口管制影响。 https://slicast.com/ko/article/1l3k84o Slicast ko 2026-11-13T11:55:00.000Z NVIDIA의 Blackwell 세대 칩 흔적이 중국 AI 모델에서 발견되어, 수출 통제 하에서 조달이 이루어졌음이 드러났다. https://slicast.com/article/17zmc60 Slicast en 2026-11-13T11:30:24.000Z OpenRelay has raised a $10 million seed round to route AI inference workloads across any chip. https://slicast.com/zh/article/17zmc60 Slicast zh-cn 2026-11-13T11:30:24.000Z OpenRelay完成1000万美元种子轮融资，旨在将人工智能推理负载调度到任意芯片上运行。 https://slicast.com/article/1bqd5vu Slicast en 2026-11-13T11:28:58.000Z China has warned the US against imposing more chip export restrictions. https://slicast.com/zh/article/1bqd5vu Slicast zh-cn 2026-11-13T11:28:58.000Z 中国警告美国不要进一步收紧人工智能芯片出口限制。 https://slicast.com/article/rxwk47 Slicast en 2026-11-13T11:22:00.000Z Aramco and PIF have closed the HUMAIN AI deal, per Rigzone. https://slicast.com/zh/article/rxwk47 Slicast zh-cn 2026-11-13T11:22:00.000Z 沙特阿美与PIF已完成HUMAIN人工智能交易的交割。 https://slicast.com/article/j1lzal Slicast en 2026-11-13T11:12:00.000Z Nebius (NBIS) beat Q3 earnings estimates on AI cloud growth and asset-light gains. https://slicast.com/zh/article/j1lzal Slicast zh-cn 2026-11-13T11:12:00.000Z Nebius（NBIS）第三季度财报超出预期，主要得益于人工智能云业务增长以及轻资产模式带来的收益。 https://slicast.com/ko/article/j1lzal Slicast ko 2026-11-13T11:12:00.000Z Nebius(NBIS), AI 클라우드 성장과 자산 경량화 효과에 힘입어 3분기 실적 추정치를 상회했다. https://slicast.com/article/d61j8p Slicast en 2026-11-13T11:11:35.000Z OpenAI is enabling local AI processing in India, which boosts data privacy. https://slicast.com/zh/article/d61j8p Slicast zh-cn 2026-11-13T11:11:35.000Z OpenAI正在印度启用本地人工智能处理能力，从而增强数据隐私保护。 https://slicast.com/article/1o3pv0i Slicast en 2026-11-13T11:11:28.000Z SK Hynix's HBM pricing power hinges on whether its diversification effort becomes real orders. https://slicast.com/zh/article/1o3pv0i Slicast zh-cn 2026-11-13T11:11:28.000Z SK海力士的高带宽内存定价权能否维持，取决于其客户多元化的努力能否转化为实际订单。 https://slicast.com/article/23z710 Slicast en 2026-11-13T11:00:00.000Z Analysts claim the mass smuggling of up to 1.5 million Nvidia AI GPUs could be behind Jensen Huang's departure, after SemiAnalysis said it tracked 1.5 gigawatts of banned AI accelerators flowing into https://slicast.com/zh/article/23z710 Slicast zh-cn 2026-11-13T11:00:00.000Z 分析人士称，大规模走私最多150万块英伟达人工智能图形处理器可能是黄仁勋离任的深层原因；此前SemiAnalysis称其追踪到1.5吉瓦被禁运的人工智能加速器流入中国。 https://slicast.com/ko/article/23z710 Slicast ko 2026-11-13T11:00:00.000Z 애널리스트들은 SemiAnalysis가 중국으로 유입된 금지된 AI 가속기 1.5기가와트 규모를 추적했다고 밝힌 가운데, 최대 150만 개에 달하는 Nvidia AI GPU의 대규모 밀수가 젠슨 황의 사임 배경일 수 있다고 주장하고 있다. https://slicast.com/article/909ji7 Slicast en 2026-11-13T11:00:00.000Z Even business-friendly Vernon is turning against data centers, according to the Los Angeles Times. https://slicast.com/zh/article/909ji7 Slicast zh-cn 2026-11-13T11:00:00.000Z 连对企业较为友好的Vernon也开始对数据中心态度转冷，洛杉矶时报对此进行了报道。 https://slicast.com/article/r3btu7 Slicast en 2026-11-13T10:55:06.000Z Nvidia's CEO crisis and US export curbs threaten $3.2 billion of Chinese AI projects, exposing Beijing's reliance on foreign technology. https://slicast.com/zh/article/r3btu7 Slicast zh-cn 2026-11-13T10:55:06.000Z 英伟达的CEO危机与美国出口管制威胁到价值32亿美元的中国人工智能项目，并暴露出北京对外国技术的依赖。 https://slicast.com/ko/article/r3btu7 Slicast ko 2026-11-13T10:55:06.000Z Nvidia의 CEO 위기와 미국의 수출 규제로 중국 AI 프로젝트 32억 달러 규모가 위협받고 있으며, 이는 베이징의 해외 기술 의존도를 드러내고 있다. https://slicast.com/article/besrgj Slicast en 2026-11-13T10:54:40.000Z Commerce Secretary Lutnick has reportedly agreed to testify about China chip sales as the Nvidia scandal draws him in. https://slicast.com/zh/article/besrgj Slicast zh-cn 2026-11-13T10:54:40.000Z 据报道，美国商务部长卢特尼克同意就对华芯片销售问题作证，英伟达丑闻已将其卷入其中。 https://slicast.com/ko/article/besrgj Slicast ko 2026-11-13T10:54:40.000Z 상무장관 러트닉이 엔비디아 스캔들에 연루되면서 중국 반도체 판매 관련 증언에 동의한 것으로 전해졌다. https://slicast.com/article/7jwww9 Slicast en 2026-11-13T10:52:05.000Z Alibaba, Baidu and Kuaishou are moving chip and model assets into separate listings because their parent stocks will not price in the AI units. https://slicast.com/zh/article/7jwww9 Slicast zh-cn 2026-11-13T10:52:05.000Z 阿里巴巴、百度和快手正将芯片与大模型资产推向独立上市，原因是母公司股价未能充分反映这些人工智能业务的价值。 https://slicast.com/article/q8jojd Slicast en 2026-11-13T10:45:17.000Z Global AI data center power usage could reach 1,300 TWh by 2035. https://slicast.com/zh/article/q8jojd Slicast zh-cn 2026-11-13T10:45:17.000Z 预计到2035年，全球人工智能数据中心的用电量可能达到1300太瓦时。 https://slicast.com/article/1j71o7g Slicast en 2026-11-13T10:42:16.000Z China's access to some Nvidia chips is in doubt as curbs gain traction in the US Congress. https://slicast.com/zh/article/1j71o7g Slicast zh-cn 2026-11-13T10:42:16.000Z 随着美国国会对出口限制的支持增强，中国获取部分英伟达芯片的渠道存在不确定性。 https://slicast.com/article/ea4dck Slicast en 2026-11-13T10:35:25.000Z A US senator has called for restricting CXMT's access to the US market. https://slicast.com/zh/article/ea4dck Slicast zh-cn 2026-11-13T10:35:25.000Z 一名美国参议员呼吁限制长鑫存储（CXMT）进入美国市场。 https://slicast.com/article/1cjrmge Slicast en 2026-11-13T10:29:06.000Z AI optimization of data hall cooling and chiller plants frees power for compute in power-constrained data centers. https://slicast.com/zh/article/1cjrmge Slicast zh-cn 2026-11-13T10:29:06.000Z 通过人工智能优化数据厅冷却与冷水机组系统，可以在电力受限的数据中心释放更多电力用于算力。 https://slicast.com/article/18mjubq Slicast en 2026-11-13T10:05:00.000Z Nscale has brought two data centers and 25,000 GPUs online in 2.5 months. Its latest prospectus also gives more details on its agreements with Anthropic. https://slicast.com/zh/article/18mjubq Slicast zh-cn 2026-11-13T10:05:00.000Z Nscale 在 2.5 个月内上线了两座数据中心和 25,000 块 GPU。其最新招股说明书还披露了与 Anthropic 签署协议的更多细节。 https://slicast.com/ko/article/18mjubq Slicast ko 2026-11-13T10:05:00.000Z Nscale는 2.5개월 만에 데이터센터 2곳과 GPU 25,000개를 가동했습니다. 또한 최신 투자설명서에는 Anthropic과의 계약에 관한 보다 자세한 내용이 담겼습니다. https://slicast.com/article/jl76j7 Slicast en 2026-11-13T09:53:30.000Z Fermi has signed a 600MW power deal with a hyperscaler, while its lease with TensorWave has officially been terminated. https://slicast.com/zh/article/jl76j7 Slicast zh-cn 2026-11-13T09:53:30.000Z Fermi与一家超大规模云服务商(hyperscaler)签署了600MW电力协议,同时其与TensorWave的租约已正式终止。 https://slicast.com/ko/article/jl76j7 Slicast ko 2026-11-13T09:53:30.000Z Fermi가 하이퍼스케일러와 600MW 규모의 전력 공급 계약을 체결했으며, TensorWave와의 임대 계약은 공식적으로 종료되었다. https://slicast.com/commentary/alibaba-2026-11-12 Slicast en 2026-11-12T21:18:27.960Z Alibaba Cloud, November 2026: T-Head IPO Filing and 6.7% Share Decline https://slicast.com/zh/commentary/alibaba-2026-11-12 Slicast zh-cn 2026-11-12T21:18:27.960Z 阿里云2026年11月：平头哥申请独立上市，股价单日跌6.7% https://slicast.com/article/1xtraqe Slicast en 2026-11-12T21:11:00.000Z Fermi (FRMI https://slicast.com/zh/article/1xtraqe Slicast zh-cn 2026-11-12T21:11:00.000Z Fermi (FRMI) Q3 营收挂零但签 600 MW 超大规模客户协议,11 月 13 日预收 $2 亿预付款 https://slicast.com/article/1uczisp Slicast en 2026-11-12T21:10:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-11-12T21:10:00.000Z NVIDIA 承诺数十亿美元锁定衬底、先进封装、共封装光子六大供应链至 2028 年 https://slicast.com/ko/article/1uczisp Slicast ko 2026-11-12T21:10:00.000Z Nvidia, AI 가속기 공급망 구축에 자금을 투입해 생산 능력 확보에 나서 https://slicast.com/article/1e5xdtp Slicast en 2026-11-12T21:09:00.000Z Meta head of infrastructure will leave and be succeeded by former AWS cloud exec https://slicast.com/zh/article/1e5xdtp Slicast zh-cn 2026-11-12T21:09:00.000Z Meta 基础设施主管 Santosh Janardhan 2027 年离职,AWS 老将 Dave Brown 接管 $1,450 亿建设 https://slicast.com/ko/article/1e5xdtp Slicast ko 2026-11-12T21:09:00.000Z Meta 인프라 책임자 퇴임, 후임은 전 AWS 클라우드 임원 https://slicast.com/article/iql4u1 Slicast en 2026-11-12T21:06:00.000Z AMD Posts Record $13.38 Billion Q3 as Data Center Sales Nearly Double https://slicast.com/zh/article/iql4u1 Slicast zh-cn 2026-11-12T21:06:00.000Z AMD Q3 营收创纪录 $134 亿,数据中心分部 $85.5 亿(同比 +97%);NVDA 管理层动荡后 AMD 逆势走高 https://slicast.com/ko/article/iql4u1 Slicast ko 2026-11-12T21:06:00.000Z AMD, 3분기 매출 133.8억 달러 기록… 데이터센터 매출 거의 두 배 증가 https://slicast.com/commentary/nebius-2026-11-12 Slicast en 2026-11-12T21:04:47.052Z Why Nebius Pared Its 2026 Revenue Outlook and Shares Fell 18% in One Session https://slicast.com/zh/commentary/nebius-2026-11-12 Slicast zh-cn 2026-11-12T21:04:47.052Z Nebius为何下调2026年营收展望且股价单日跌18% https://slicast.com/article/dlya6w Slicast en 2026-11-12T21:04:00.000Z CoreWeave Q3 Revenue Jumps 168% as Backlog Hits $132.5 Billion https://slicast.com/zh/article/dlya6w Slicast zh-cn 2026-11-12T21:04:00.000Z CoreWeave Q3 营收 $36.6 亿(+168%),订单储备 $1,325 亿,全年指引上调至 $130~$133 亿 https://slicast.com/ko/article/dlya6w Slicast ko 2026-11-12T21:04:00.000Z CoreWeave 3분기 매출 168% 급증, 수주잔고 1,325억 달러 돌파 https://slicast.com/article/197fp8k Slicast en 2026-11-12T21:02:00.000Z Nebius Tumbles 14% on Soft Guidance and Bigger Spending Plans; CoreWeave Sinks 10%, IREN Drops 7% https://slicast.com/zh/article/197fp8k Slicast zh-cn 2026-11-12T21:02:00.000Z Nebius Q3 营收大超预期但全年指引意外收窄,板块联动重挫:Nebius -14%、CoreWeave -10%、IREN -7% https://slicast.com/ko/article/197fp8k Slicast ko 2026-11-12T21:02:00.000Z Nebius, 가이던스 하향과 투자 계획 확대에 14% 급락…CoreWeave 10%, IREN 7% 하락 https://slicast.com/commentary/nvidia-2026-11-12 Slicast en 2026-11-12T20:44:58.458Z Nvidia CEO Jensen Huang Resignation, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-12 Slicast zh-cn 2026-11-12T20:44:58.458Z 英伟达CEO黄仁勋辞职，2026年11月 https://slicast.com/commentary/coreweave-2026-11-12 Slicast en 2026-11-12T20:33:03.267Z CoreWeave Stock, November 2026: 168% Revenue Growth and Rising Debt Costs as Shares Fall 8.2% https://slicast.com/zh/commentary/coreweave-2026-11-12 Slicast zh-cn 2026-11-12T20:33:03.267Z CoreWeave股票，2026年11月：Q3营收增长168%与持续债务压力，股价单日下跌8.2% https://slicast.com/commentary/iren-2026-11-12 Slicast en 2026-11-12T20:20:02.070Z IREN Stock and Microsoft's Texas Delay: $4 Billion ARR Target Under Pressure, November 2026 https://slicast.com/zh/commentary/iren-2026-11-12 Slicast zh-cn 2026-11-12T20:20:02.070Z IREN股票：微软德克萨斯延期与40亿美元ARR目标承压，2026年11月 https://slicast.com/brief/2026-11-13 Slicast en 2026-11-12T20:08:17.335Z Latest AI Infrastructure News: November 13, 2026 https://slicast.com/zh/brief/2026-11-13 Slicast zh-cn 2026-11-12T20:08:17.335Z AI 基础设施新闻早报 · 2026年11月13日 https://slicast.com/ko/brief/2026-11-13 Slicast ko 2026-11-12T20:08:17.335Z 최신 AI 인프라 뉴스 · 2026년 11월 13일 https://slicast.com/article/1pb9jb4 Slicast en 2026-11-12T19:50:08.000Z NVIDIA's Board of Directors announced on Nov. 12, 2026 that Jensen Huang has resigned as President, Chief Executive Officer and a member of the Board, and Colette Kress has been named interim CEO. https://slicast.com/zh/article/1pb9jb4 Slicast zh-cn 2026-11-12T19:50:08.000Z 英伟达董事会于2026年11月12日宣布，Jensen Huang已辞去总裁、首席执行官及董事会成员职务，Colette Kress被任命为临时首席执行官。 https://slicast.com/ko/article/1pb9jb4 Slicast ko 2026-11-12T19:50:08.000Z NVIDIA의 이사회는 2026년 11월 12일, 젠슨 황(Jensen Huang)이 대표이사 사장, 최고경영자(CEO) 및 이사직에서 사임했으며, 콜레트 크레스(Colette Kress)가 임시 CEO로 선임되었다고 발표했다. https://slicast.com/article/5tkv4k Slicast en 2026-11-12T19:49:23.000Z Netlist will demonstrate three CXL memory proof-of-concept designs at the SC26 CXL Pavilion. https://slicast.com/zh/article/5tkv4k Slicast zh-cn 2026-11-12T19:49:23.000Z Netlist将在SC26 CXL展馆展示三款CXL内存概念验证设计。 https://slicast.com/ko/article/5tkv4k Slicast ko 2026-11-12T19:49:23.000Z Netlist는 SC26 CXL Pavilion에서 CXL 메모리 PoC(개념 증명) 설계 3종을 시연할 예정이다. https://slicast.com/article/opxm19 Slicast en 2026-11-12T19:43:53.000Z Citing people familiar with the matter, Reuters reports that the White House is discussing the future of Commerce Secretary Howard Lutnick. https://slicast.com/zh/article/opxm19 Slicast zh-cn 2026-11-12T19:43:53.000Z 路透社援引知情人士报道，白宫正在讨论美国商务部长Howard Lutnick的去留问题。 https://slicast.com/ko/article/opxm19 Slicast ko 2026-11-12T19:43:53.000Z 출처에 정통한 관계자들을 인용해 로이터는 백악관이 하워드 러트닉 상무장관의 거취를 논의하고 있다고 보도했다. https://slicast.com/article/1eha8rv Slicast en 2026-11-12T19:33:17.000Z LightSolver will give the first public demonstration of its all-optical computer at SC26, including its Boeing corrosion-simulation work. https://slicast.com/zh/article/1eha8rv Slicast zh-cn 2026-11-12T19:33:17.000Z LightSolver将在SC26上首次公开演示其全光计算机，并展示与Boeing合作的腐蚀模拟工作。 https://slicast.com/ko/article/1eha8rv Slicast ko 2026-11-12T19:33:17.000Z LightSolver는 SC26에서 자사의 全광학 컴퓨터를 처음으로 공개 시연할 예정이며, 여기에는 Boeing과 진행한 부식 시뮬레이션 작업도 포함된다. https://slicast.com/article/mkqoez Slicast en 2026-11-12T19:08:45.000Z Luminal has raised a Series A round to expand AI inference across more types of chips. https://slicast.com/zh/article/mkqoez Slicast zh-cn 2026-11-12T19:08:45.000Z Luminal完成A轮融资，将把AI推理能力扩展到更多类型的芯片上。 https://slicast.com/ko/article/mkqoez Slicast ko 2026-11-12T19:08:45.000Z Luminal이 더 다양한 칩 유형에서 AI 추론을 확장하기 위해 시리즈 A 라운드를 통해 투자를 유치했다. https://slicast.com/article/gvmv4d Slicast en 2026-11-12T18:25:33.000Z The EIA expects rising power demand to be met mainly by renewables as coal burn declines, with the electric power sector potentially installing more than 26 GW of battery storage next year. https://slicast.com/zh/article/gvmv4d Slicast zh-cn 2026-11-12T18:25:33.000Z 美国能源信息署（EIA）预计，随着煤炭发电量下降，不断增长的电力需求将主要由可再生能源满足，电力行业明年可能新增超过26 GW的电池储能。 https://slicast.com/ko/article/gvmv4d Slicast ko 2026-11-12T18:25:33.000Z EIA는 석탄 사용이 줄어드는 가운데 늘어나는 전력 수요를 주로 재생에너지가 충족할 것으로 내다보며, 전력 부문이 내년에 26GW 이상의 배터리 저장장치를 설치할 가능성이 있다고 밝혔다. https://slicast.com/article/tr7qmd Slicast en 2026-11-12T18:19:20.000Z CXMT posted an 89.53% gross margin in Q3 and debuted an AI-focused memory lineup at IC China. https://slicast.com/zh/article/tr7qmd Slicast zh-cn 2026-11-12T18:19:20.000Z CXMT第三季度毛利率达到89.53%，并在IC China上发布了面向AI的存储产品线。 https://slicast.com/ko/article/tr7qmd Slicast ko 2026-11-12T18:19:20.000Z CXMT는 3분기 매출총이익률 89.53%를 기록했으며, IC China에서 AI 중심의 메모리 제품군을 처음 공개했다. https://slicast.com/article/193vydp Slicast en 2026-11-12T18:19:00.000Z Disrupting AI Infrastructure: Vedant Dwivedi Makes the Case for Sovereign AI https://slicast.com/zh/article/193vydp Slicast zh-cn 2026-11-12T18:19:00.000Z 破解AI基础设施瓶颈：Vedant Dwivedi阐述主权AI的必要性 https://slicast.com/ko/article/193vydp Slicast ko 2026-11-12T18:19:00.000Z AI 인프라의 판도를 바꾸다: Vedant Dwivedi가 제시하는 주권 AI의 필요성 https://slicast.com/article/uuztm8 Slicast en 2026-11-12T18:14:00.000Z HUMAIN's AI stack will arrive in December, and HUMAIN+ is scheduled for Q1 2027. https://slicast.com/zh/article/uuztm8 Slicast zh-cn 2026-11-12T18:14:00.000Z 沙特HUMAIN的AI技术栈将于12月推出，HUMAIN+计划于2027年第一季度上线。 https://slicast.com/ko/article/uuztm8 Slicast ko 2026-11-12T18:14:00.000Z HUMAIN의 AI 스택은 12월에 출시될 예정이며, HUMAIN+는 2027년 1분기로 예정되어 있습니다. https://slicast.com/article/ng30pr Slicast en 2026-11-12T18:02:35.000Z According to Bloomberg, CoreWeave plans to raise at least $4 billion in a high-grade loan. https://slicast.com/zh/article/ng30pr Slicast zh-cn 2026-11-12T18:02:35.000Z 据Bloomberg报道，CoreWeave计划筹集至少40亿美元的高评级贷款。 https://slicast.com/ko/article/ng30pr Slicast ko 2026-11-12T18:02:35.000Z Bloomberg에 따르면 CoreWeave는 투자등급 대출을 통해 최소 40억 달러를 조달할 계획이다. https://slicast.com/article/1hwfpd1 Slicast en 2026-11-12T18:02:25.000Z A report says firms linked to Alice Huang promised Nvidia Blackwell chips to DeepSeek despite the US ban. https://slicast.com/zh/article/1hwfpd1 Slicast zh-cn 2026-11-12T18:02:25.000Z 一份报道称，与Alice Huang有关联的公司曾承诺向DeepSeek提供英伟达Blackwell芯片，尽管美国禁令仍然有效。 https://slicast.com/ko/article/1hwfpd1 Slicast ko 2026-11-12T18:02:25.000Z A 보도에 따르면 Alice Huang과 연관된 기업들이 미국의 금지 조치에도 불구하고 DeepSeek에 Nvidia Blackwell 칩을 공급하기로 약속했다고 한다. https://slicast.com/article/edy146 Slicast en 2026-11-12T18:00:00.000Z Innodisk Expands AI Data Center Portfolio with Enterprise SSDs and Memory Solutions at SC26 https://slicast.com/zh/article/edy146 Slicast zh-cn 2026-11-12T18:00:00.000Z Innodisk在SC26上以企业级SSD和内存方案扩充AI数据中心产品组合 https://slicast.com/ko/article/edy146 Slicast ko 2026-11-12T18:00:00.000Z Innodisk, SC26에서 엔터프라이즈 SSD 및 메모리 솔루션으로 AI 데이터센터 포트폴리오 확대 https://slicast.com/article/25vwos Slicast en 2026-11-12T17:31:24.000Z Hawley backs a data center moratorium as Washington weighs new restrictions on data center development. https://slicast.com/zh/article/25vwos Slicast zh-cn 2026-11-12T17:31:24.000Z Hawley支持暂停数据中心建设的提议，同时华盛顿正在考虑对数据中心实施新的限制。 https://slicast.com/ko/article/25vwos Slicast ko 2026-11-12T17:31:24.000Z 호틀리 의원, 워싱턴이 데이터센터 개발에 대한 새로운 규제를 검토하는 가운데 데이터센터 건설 모라토리엄을 지지하다. https://slicast.com/article/14sgg6l Slicast en 2026-11-12T17:26:00.000Z WION analyzes which rivals could gain from Nvidia CEO Jensen Huang's exit, naming AMD, Intel and Chinese chipmakers as possible beneficiaries. https://slicast.com/zh/article/14sgg6l Slicast zh-cn 2026-11-12T17:26:00.000Z WION分析了英伟达首席执行官Jensen Huang离任可能使哪些竞争对手受益，并点名AMD、英特尔以及中国芯片厂商为潜在受益者。 https://slicast.com/ko/article/14sgg6l Slicast ko 2026-11-12T17:26:00.000Z WION는 젠슨 황 엔비디아 CEO의 퇴진으로 이익을 볼 수 있는 경쟁사들을 분석하며, AMD, 인텔, 중국 반도체 기업들을 잠재적 수혜 기업으로 꼽았다. https://slicast.com/article/1voz5sq Slicast en 2026-11-12T17:24:27.000Z SpaceX has released its vision and designs for a $74 billion Phase 1 AI data center buildout in Texas and Arizona, with some approvals still needed. https://slicast.com/zh/article/1voz5sq Slicast zh-cn 2026-11-12T17:24:27.000Z SpaceX公布了在Texas和Arizona建设AI数据中心一期工程的愿景与设计方案，总投资额为740亿美元（$74 billion），部分审批仍待完成。 https://slicast.com/ko/article/1voz5sq Slicast ko 2026-11-12T17:24:27.000Z SpaceX가 텍스처와 애리조나에 740억 달러 규모의 1단계 AI 데이터센터 구축에 대한 비전과 설계를 공개했으며, 일부 승인은 아직 필요한 상태다. https://slicast.com/article/ly7uqt Slicast en 2026-11-12T17:20:39.000Z Sabey has signed a 43.5MW power purchase agreement in Texas to offtake output from CIP's Greasewood solar farm. https://slicast.com/zh/article/ly7uqt Slicast zh-cn 2026-11-12T17:20:39.000Z Sabey已在Texas签下一份43.5MW的购电协议，购买CIP旗下Greasewood太阳能电场的电力。 https://slicast.com/ko/article/ly7uqt Slicast ko 2026-11-12T17:20:39.000Z Sabey, 텍사스에서 CIP의 Greasewood 태양광 발전소 출력을 인수하는 43.5MW 전력구매계약(PPA)을 체결했다. https://slicast.com/article/sek7m6 Slicast en 2026-11-12T17:13:06.000Z Fast Company analyzes how Anthropic's IPO could put OpenAI at a disadvantage. https://slicast.com/zh/article/sek7m6 Slicast zh-cn 2026-11-12T17:13:06.000Z Fast Company分析了Anthropic的IPO可能如何使OpenAI处于劣势。 https://slicast.com/ko/article/sek7m6 Slicast ko 2026-11-12T17:13:06.000Z Fast Company, Anthropic의 IPO가 OpenAI에 불리하게 작용할 수 있는 상황을 분석했다. https://slicast.com/article/1qmkm0w Slicast en 2026-11-12T17:10:54.000Z Nvidia's interim CEO has reportedly pushed back on a proposed $250B backstop for OpenAI, according to FourWeekMBA. https://slicast.com/zh/article/1qmkm0w Slicast zh-cn 2026-11-12T17:10:54.000Z 据FourWeekMBA报道，英伟达临时首席执行官对为OpenAI提供2500亿美元（$250B）的担保安排提议提出了异议。 https://slicast.com/ko/article/1qmkm0w Slicast ko 2026-11-12T17:10:54.000Z Nvidia의 임시 CEO가 OpenAI를 위한 2,500억 달러 규모의 제안된 백스톱(부실 위험 보증)에 반대 입장을 표명한 것으로 FourWeekMBA가 보도했다. https://slicast.com/article/5v8qcj Slicast en 2026-11-12T17:10:30.000Z Forest County Potawatomi Community is seeking to expand a Milwaukee data center, challenging the city's data center moratorium. https://slicast.com/zh/article/5v8qcj Slicast zh-cn 2026-11-12T17:10:30.000Z Forest County Potawatomi Community正寻求扩建位于Milwaukee的一座数据中心，并对当地的数据中心暂停令提出挑战。 https://slicast.com/ko/article/5v8qcj Slicast ko 2026-11-12T17:10:30.000Z Forest County Potawatomi Community는 밀워키 데이터센터 확장을 추진하고 있으며, 이는 도시의 데이터센터 모라토리엄에 대한 도전이다. https://slicast.com/article/1uo4vaw Slicast en 2026-11-12T17:00:00.000Z RAVEL and Sandia National Laboratories announced research exploring power-aware AI infrastructure aimed at more efficient and competitive AI data centers. https://slicast.com/zh/article/1uo4vaw Slicast zh-cn 2026-11-12T17:00:00.000Z RAVEL与Sandia National Laboratories宣布合作探索具备功耗感知能力的AI基础设施，以提升AI数据中心的效率与竞争力。 https://slicast.com/ko/article/1uo4vaw Slicast ko 2026-11-12T17:00:00.000Z RAVEL과 Sandia National Laboratories는 전력 효율을 고려한 AI 인프라 연구를 발표했으며, 이는 보다 효율적이고 경쟁력 있는 AI 데이터센터를 목표로 합니다. https://slicast.com/article/6wg4z4 Slicast en 2026-11-12T16:59:56.000Z Senator Tom Cotton is pushing to blacklist China's CXMT from U.S. technology. https://slicast.com/zh/article/6wg4z4 Slicast zh-cn 2026-11-12T16:59:56.000Z 参议员Tom Cotton正推动将中国的长鑫存储（CXMT）列入美国技术禁入名单。 https://slicast.com/ko/article/6wg4z4 Slicast ko 2026-11-12T16:59:56.000Z 톰 코튼 상원의원은 중국의 CXMT를 미국 기술 접근에서 배제하는 블랙리스트 등재를 추진하고 있다. https://slicast.com/article/b8ybjn Slicast en 2026-11-12T16:57:57.000Z Saudi Arabia has secured US$667 million for AI and power infrastructure, according to ET Datacenters. https://slicast.com/zh/article/b8ybjn Slicast zh-cn 2026-11-12T16:57:57.000Z 据ET Datacenters报道，沙特阿拉伯已获得6.67亿美元（US$667 million）资金，用于AI与电力基础设施建设。 https://slicast.com/ko/article/b8ybjn Slicast ko 2026-11-12T16:57:57.000Z 사우디아라비아가 AI 및 전력 인프라에 6억 6,700만 달러를 확보했다고 ET Datacenters가 전했다. https://slicast.com/article/1bac5bv Slicast en 2026-11-12T16:55:33.000Z CDC has refiled plans to develop a 1.4GW data center campus in Kemps Creek, Australia, as part of its latest Sydney development. https://slicast.com/zh/article/1bac5bv Slicast zh-cn 2026-11-12T16:55:33.000Z CDC重新提交了在澳大利亚Kemps Creek建设1.4GW数据中心园区的规划，这是其最新的悉尼开发项目。 https://slicast.com/ko/article/1bac5bv Slicast ko 2026-11-12T16:55:33.000Z CDC는 최신 시드니 개발 사업의 일환으로 호주 켐프스 크리크에 1.4GW 규모의 데이터센터 캠퍼스를 개발하는 계획을 재신청했다. https://slicast.com/article/agwkgm Slicast en 2026-11-12T16:55:32.000Z Jensen Huang has stepped down as Nvidia (NVDA) CEO after 33 years, with CFO Colette Kress named interim CEO effective immediately, and Nvidia shares fell on the news. https://slicast.com/zh/article/agwkgm Slicast zh-cn 2026-11-12T16:55:32.000Z Jensen Huang已辞去英伟达（NVDA）首席执行官一职，结束其33年的执掌；首席财务官Colette Kress即刻起出任临时首席执行官，消息公布后英伟达股价下跌。 https://slicast.com/ko/article/agwkgm Slicast ko 2026-11-12T16:55:32.000Z 젠슨 황이 33년간 이끌어온 엔비디아(NVDA) CEO직에서 물러났으며, 콜레트 크레스 CFO가 즉시 효력을 갖는 임시 CEO로 지명됐다. 이 소식에 엔비디아 주가는 하락했다. https://slicast.com/article/2jus4u Slicast en 2026-11-12T16:54:00.000Z /C O R R E C T I O N - Gcore/ https://slicast.com/zh/article/2jus4u Slicast zh-cn 2026-11-12T16:54:00.000Z /更正 - Gcore/ https://slicast.com/ko/article/2jus4u Slicast ko 2026-11-12T16:54:00.000Z /C O R R E C T I O N - Gcore/ Wait, I need to be careful: the instruction says to translate the text provided, and the text is "/C O R R E C T I O N - Gcore/". This is a headline-style marker. Transl https://slicast.com/article/1gc1qls Slicast en 2026-11-12T16:48:00.000Z Rackspace has struck its second AI infrastructure deal in less than two weeks, according to The Business Journals. https://slicast.com/zh/article/1gc1qls Slicast zh-cn 2026-11-12T16:48:00.000Z 据The Business Journals报道，Rackspace在不到两周内达成了第二笔AI基础设施交易。 https://slicast.com/ko/article/1gc1qls Slicast ko 2026-11-12T16:48:00.000Z Rackspace가 2주도 채 안 되는 기간에 두 번째 AI 인프라 계약을 체결했다고 The Business Journals가 보도했다. https://slicast.com/article/11xcsbx Slicast en 2026-11-12T16:47:00.000Z SBS asks whether HBM supply from Samsung-SK Hynix could face disruption as their 'Gganbu Alliance' wobbles. https://slicast.com/zh/article/11xcsbx Slicast zh-cn 2026-11-12T16:47:00.000Z SBS质疑，随着三星与SK海力士的'Gganbu Alliance'出现动摇，两家公司的HBM（高带宽存储器）供应是否可能受到干扰。 https://slicast.com/ko/article/11xcsbx Slicast ko 2026-11-12T16:47:00.000Z SBS는 '꽁부 연합'이 흔들리면서 삼성-SK하이닉스의 HBM 공급에 차질이 생길 수 있는지 묻고 있다. https://slicast.com/article/68sm1r Slicast en 2026-11-12T16:45:54.000Z Nebius has signed $12bn in deals for Q3, which reportedly all cover its capex, and the company also flagged delays to a Microsoft data center project. https://slicast.com/zh/article/68sm1r Slicast zh-cn 2026-11-12T16:45:54.000Z Nebius在第三季度（Q3）签下120亿美元（$12bn）的交易，据报道这些交易全部覆盖其资本开支，公司同时提到微软数据中心项目出现延迟。 https://slicast.com/ko/article/68sm1r Slicast ko 2026-11-12T16:45:54.000Z Nebius, 3분기 계약 규모 120억 달러 체결... 자본지출 전액 충당 관측 Nebius는 3분기에 120억 달러(bn) 규모의 계약을 체결했으며, 이 계약들이 자본지출(capex)을 전액 충당하는 것으로 알려졌다. 회사는 또한 Microsoft 데이터센터 프로젝트의 지연을 공지했다. https://slicast.com/article/f4z5i4 Slicast en 2026-11-12T16:40:38.000Z Yahoo Finance argues that a rental loophole shows why U.S. export controls have not kept AI chips out of China. https://slicast.com/zh/article/f4z5i4 Slicast zh-cn 2026-11-12T16:40:38.000Z Yahoo Finance认为，租赁漏洞表明，美国出口管制至今未能阻止AI芯片流入中国。 https://slicast.com/ko/article/f4z5i4 Slicast ko 2026-11-12T16:40:38.000Z Yahoo Finance는 임대 허점이 미국의 수출 통제가 AI 칩의 중국 유입을 막지 못한 이유를 보여준다고 주장한다. https://slicast.com/article/ixjemn Slicast en 2026-11-12T16:32:37.000Z Morgan Stanley cut its TeraWulf price target to $47 on higher discount rates while keeping an Overweight rating. https://slicast.com/zh/article/ixjemn Slicast zh-cn 2026-11-12T16:32:37.000Z 摩根士丹利因折现率上升，将TeraWulf目标价下调至47美元，同时维持增持评级。 https://slicast.com/ko/article/ixjemn Slicast ko 2026-11-12T16:32:37.000Z 모건스탠리는 더 높아진 할인율을 반영해 TeraWulf의 목표주가를 47달러로 낮추고, 투자의견은 비중확대(Overweight)로 유지했다. https://slicast.com/article/193g4ya Slicast en 2026-11-12T16:28:38.000Z Nebius has pared back its 2026 revenue forecast on capacity delays, and its shares slumped as a result, according to Reuters. https://slicast.com/zh/article/193g4ya Slicast zh-cn 2026-11-12T16:28:38.000Z 据路透社报道，Nebius因算力容量交付延迟而下调2026年营收预期，股价随之下跌。 https://slicast.com/ko/article/193g4ya Slicast ko 2026-11-12T16:28:38.000Z Nebius가 용량 확보 지연을 이유로 2026년 매출 전망치를 하향 조정했으며, 이에 따라 주가가 급락했다고 로이터가 보도했다. https://slicast.com/article/d3k4ba Slicast en 2026-11-12T16:24:12.000Z A report says SpaceX is developing a custom Nvidia Vera Rubin rack, dubbed Kessel, for its orbital data centers, keeping the underlying configuration while changing the PCB. https://slicast.com/zh/article/d3k4ba Slicast zh-cn 2026-11-12T16:24:12.000Z 一份报告称，SpaceX正为其轨道数据中心开发定制的英伟达Vera Rubin机架，代号Kessel；其底层配置保持不变，但更换了PCB（印刷电路板）。 https://slicast.com/ko/article/d3k4ba Slicast ko 2026-11-12T16:24:12.000Z SpaceX가 궤도 데이터센터용으로 Nvidia Vera Rubin 랙을 맞춤 제작한 'Kessel'을 개발 중이라는 보도가 나왔다. 기반 구성은 그대로 유지하고 PCB만 변경하는 방식이다. https://slicast.com/article/x5poof Slicast en 2026-11-12T16:19:58.000Z Nebul has adopted NetApp Novus to power its sovereign AI infrastructure. https://slicast.com/zh/article/x5poof Slicast zh-cn 2026-11-12T16:19:58.000Z Nebul已采用NetApp Novus为其主权AI基础设施提供支撑。 https://slicast.com/ko/article/x5poof Slicast ko 2026-11-12T16:19:58.000Z Nebul는 주권 AI 인프라를 구동하기 위해 NetApp Novus를 도입했습니다. https://slicast.com/article/tt6jc0 Slicast en 2026-11-12T16:18:45.000Z TIKR argues that CoreWeave's blowout quarter is good news for Core Scientific's $10 billion contract. https://slicast.com/zh/article/tt6jc0 Slicast zh-cn 2026-11-12T16:18:45.000Z TIKR认为，CoreWeave的超预期季度业绩对Core Scientific的100亿美元合同是利好。 https://slicast.com/ko/article/tt6jc0 Slicast ko 2026-11-12T16:18:45.000Z TIKR는 CoreWeave의 기록적인 분기 실적이 Core Scientific의 100억 달러 규모 계약에 호재라고 주장했다. https://slicast.com/article/pmssbi Slicast en 2026-11-12T16:17:29.000Z Indiantown, Florida could implement a one-year moratorium on data centers, with existing projects unaffected. https://slicast.com/zh/article/pmssbi Slicast zh-cn 2026-11-12T16:17:29.000Z 佛罗里达州的Indiantown可能实施为期一年的数据中心暂停令，现有项目不受影响。 https://slicast.com/ko/article/pmssbi Slicast ko 2026-11-12T16:17:29.000Z Indiantown, Florida could implement a one-year moratorium on data centers, with existing projects unaffected. Wait, I need to correct my output: the line above is the untranslated English. Here is th https://slicast.com/article/1sn7oei Slicast en 2026-11-12T16:14:00.000Z Developers have proposed an 'inference point facility' in Swansea, Massachusetts, described as a rebranding of Edge for the AI era. https://slicast.com/zh/article/1sn7oei Slicast zh-cn 2026-11-12T16:14:00.000Z 开发商在马萨诸塞州的Swansea提议建设一座推理节点设施，该项目被描述为面向AI时代的边缘数据中心的重新包装。 https://slicast.com/ko/article/1sn7oei Slicast ko 2026-11-12T16:14:00.000Z 개발사들이 매사추세츠주 스완지에 '추론 거점 시설'을 제안했으며, 이는 AI 시대에 맞춰 엣지(Edge)를 새롭게 명명한 개념이라고 설명되고 있다. https://slicast.com/article/1dt1q9t Slicast en 2026-11-12T16:10:17.000Z Futurism reports that OpenAI is sustaining enormous losses. https://slicast.com/zh/article/1dt1q9t Slicast zh-cn 2026-11-12T16:10:17.000Z Futurism报道，OpenAI正在承受巨额亏损。 https://slicast.com/ko/article/1dt1q9t Slicast ko 2026-11-12T16:10:17.000Z Futurism는 OpenAI가 막대한 손실을 지속적으로 기록하고 있다고 보도했다. https://slicast.com/article/1hgeoue Slicast en 2026-11-12T16:05:13.000Z Con Edison and other utilities are seeking to loosen New York restrictions on utilities owning generation, arguing the reforms would boost renewables and help them meet resource adequacy and environme https://slicast.com/zh/article/1hgeoue Slicast zh-cn 2026-11-12T16:05:13.000Z Con Edison等公用事业公司正寻求放宽纽约对公用事业公司持有发电资产的限制，称改革将促进可再生能源发展，并帮助其实现资源充裕度与环境合规目标。 https://slicast.com/ko/article/1hgeoue Slicast ko 2026-11-12T16:05:13.000Z Con Edison와 기타 유틸리티들은 뉴욕주의 발전 설비 소유 제한을 완화하도록 요구하고 있으며, 이번 제도 개편이 재생에너지를 확대하고 자원 적정성 및 환경 규제 준수 목표 달성에 도움이 될 것이라고 주장하고 있다. https://slicast.com/article/f3k7fr Slicast en 2026-11-12T16:00:00.000Z Cloud Wars reports that hyperscaler backlog is nearing $2.5 trillion, countering fears of an AI capex bust. https://slicast.com/zh/article/f3k7fr Slicast zh-cn 2026-11-12T16:00:00.000Z Cloud Wars报道称，超大规模云厂商的在手订单规模逼近2.5万亿美元，反驳了AI资本开支将崩塌的担忧。 https://slicast.com/ko/article/f3k7fr Slicast ko 2026-11-12T16:00:00.000Z Cloud Wars에 따르면 하이퍼스케일러의 수주잔고(백로그)가 2.5조 달러에 육박하고 있으며, 이는 AI 설비투자 붕괴에 대한 우려를 반박하는 결과다. https://slicast.com/article/1f82u1w Slicast en 2026-11-12T16:00:00.000Z Mount Thor raised $45M to expand its AI cloud infrastructure built on Apple hardware. https://slicast.com/zh/article/1f82u1w Slicast zh-cn 2026-11-12T16:00:00.000Z Mount Thor融资4500万美元，用于扩展基于苹果硬件的AI云基础设施。 https://slicast.com/ko/article/1f82u1w Slicast ko 2026-11-12T16:00:00.000Z Mount Thor, Apple 하드웨어 기반 AI 클라우드 인프라 확장을 위해 4,500만 달러를 조달했다. https://slicast.com/article/15snby4 Slicast en 2026-11-12T15:55:50.000Z Norway plans to introduce licensing for data centers as surging power demand strains its grid. https://slicast.com/zh/article/15snby4 Slicast zh-cn 2026-11-12T15:55:50.000Z 挪威计划对数据中心实施许可制度，以应对激增的电力需求。 https://slicast.com/ko/article/15snby4 Slicast ko 2026-11-12T15:55:50.000Z 노르웨이가 전력 수요 급증으로 송전망에 부담이 커지면서 데이터센터에 대한 인허가 제도를 도입할 계획이다. https://slicast.com/article/hlhrxg Slicast en 2026-11-12T15:55:17.000Z Nebius pointed to a revenue leap while data-center delays weighed on its outlook. https://slicast.com/zh/article/hlhrxg Slicast zh-cn 2026-11-12T15:55:17.000Z Nebius称营收实现大幅增长，但数据中心交付延迟拖累了业绩展望。 https://slicast.com/ko/article/hlhrxg Slicast ko 2026-11-12T15:55:17.000Z Nebius는 매출이 급증했다고 밝혔지만, 데이터센터 지연이 실적 전망에 부담으로 작용했다. https://slicast.com/article/19a6jtz Slicast en 2026-11-12T15:54:55.000Z Vertiv dismissed AI-bubble concerns, announced new project wins and said Latin America is on a growth track. https://slicast.com/zh/article/19a6jtz Slicast zh-cn 2026-11-12T15:54:55.000Z Vertiv驳斥AI泡沫论，斩获多个项目，并称拉丁美洲正步入增长轨道。 https://slicast.com/ko/article/19a6jtz Slicast ko 2026-11-12T15:54:55.000Z Vertiv, AI 버블 우려를 일축하고 신규 프로젝트 수주를 발표했으며, 라틴아메리카 지역이 성장 궤도에 올라 있다고 밝혔다. https://slicast.com/article/73ceav Slicast en 2026-11-12T15:52:00.000Z Senator Tom Cotton urged the Trump administration to ban Chinese memory chipmaker CXMT from the US market over security concerns. https://slicast.com/zh/article/73ceav Slicast zh-cn 2026-11-12T15:52:00.000Z 参议员科顿敦促特朗普政府以安全为由，禁止中国存储芯片制造商CXMT进入美国市场。 https://slicast.com/ko/article/73ceav Slicast ko 2026-11-12T15:52:00.000Z 상원의원 톰 코튼은 보안 우려를 이유로 트럼프 행정부에 중국 메모리 반도체 업체 CXMT의 미국 시장 진출을 금지할 것을 촉구했다. https://slicast.com/article/mt8jpv Slicast en 2026-11-12T15:33:52.000Z ThisWay Global and Ace Computers partnered on GPU orchestration ahead of SC26, with Ace offering ThisWay's vendor-agnostic Amalgamy.ai orchestration alongside its custom GPU systems and the two compan https://slicast.com/zh/article/mt8jpv Slicast zh-cn 2026-11-12T15:33:52.000Z ThisWay Global与Ace Computers在SC26大会前达成GPU编排合作，Ace将把ThisWay与厂商无关的Amalgamy.ai编排软件与其定制GPU系统一并提供，双方共同销售与支持。 https://slicast.com/ko/article/mt8jpv Slicast ko 2026-11-12T15:33:52.000Z ThisWay Global와 Ace Computers는 SC26을 앞두고 GPU 오케스트레이션 분야에서 파트너십을 맺었다. Ace Computers는 자사의 맞춤형 GPU 시스템과 함께 ThisWay Global의 벤더 중립적 오케스트레이션 솔루션인 Amalgamy.ai를 제공하며, 두 회사는 이를 공동으로 판매하고 지원할 예정이다. https://slicast.com/article/1ledkzs Slicast en 2026-11-12T15:32:46.000Z Luminal raised a $25M Series A to cut AI inference costs beyond Nvidia GPUs. https://slicast.com/zh/article/1ledkzs Slicast zh-cn 2026-11-12T15:32:46.000Z Luminal完成2500万美元A轮融资，旨在降低AI推理成本，并使其不再局限于英伟达图形处理器。 https://slicast.com/ko/article/1ledkzs Slicast ko 2026-11-12T15:32:46.000Z Luminal, 엔비디아 GPU 외 환경에서 AI 추론 비용을 절감하기 위해 2,500만 달러 규모의 시리즈 A 투자를 유치했다. https://slicast.com/article/i6g89g Slicast en 2026-11-12T15:26:10.000Z Speaker Johnson said Congress is developing consensus on limiting chip exports to China. https://slicast.com/zh/article/i6g89g Slicast zh-cn 2026-11-12T15:26:10.000Z 众议院议长约翰逊表示，国会正在就限制对华芯片出口形成共识。 https://slicast.com/ko/article/i6g89g Slicast ko 2026-11-12T15:26:10.000Z Johnson 하원의장은 의회가 중국에 대한 반도체 수출 제한에 대해 합의를 형성해 가고 있다고 밝혔다. https://slicast.com/article/joqq2n Slicast en 2026-11-12T15:09:28.000Z PsiQuantum and AMD broadened their collaboration across quantum, HPC and AI, committing to co-design infrastructure and advance hybrid quantum-classical applications. https://slicast.com/zh/article/joqq2n Slicast zh-cn 2026-11-12T15:09:28.000Z PsiQuantum与AMD扩大合作，覆盖量子计算、高性能计算与人工智能领域，将共同设计基础设施并推进量子-经典混合应用。 https://slicast.com/ko/article/joqq2n Slicast ko 2026-11-12T15:09:28.000Z PsiQuantum과 AMD가 양자, HPC, AI 분야에서 협력을 확대하며, 인프라를 공동 설계하고 하이브리드 양자-고전 응용 기술을 발전시키기로 합의했다. https://slicast.com/article/pt9jbm Slicast en 2026-11-12T15:08:54.000Z Nvidia co-founder and CEO Jensen Huang resigned effective immediately. https://slicast.com/zh/article/pt9jbm Slicast zh-cn 2026-11-12T15:08:54.000Z 英伟达联合创始人兼首席执行官黄仁勋已立即辞职。 https://slicast.com/ko/article/pt9jbm Slicast ko 2026-11-12T15:08:54.000Z Nvidia 공동 창업자이자 CEO인 Jensen Huang이 즉시 사임했다. https://slicast.com/article/t2rle7 Slicast en 2026-11-12T15:06:23.000Z HUMAIN CEO unveiled a December AI stack rollout and plans for a HUMAIN+ launch in 2027. https://slicast.com/zh/article/t2rle7 Slicast zh-cn 2026-11-12T15:06:23.000Z HUMAIN首席执行官披露了12月AI技术栈的推出计划，并表示HUMAIN+将于2027年推出。 https://slicast.com/ko/article/t2rle7 Slicast ko 2026-11-12T15:06:23.000Z HUMAIN CEO가 12월 AI 스택 출시 계획을 공개했으며, 2027년 HUMAIN+ 출시도 추진한다고 밝혔다. https://slicast.com/article/d4jj4 Slicast en 2026-11-12T15:04:41.000Z HUMAIN launched the Limitless Accelerator to support AI startups. https://slicast.com/zh/article/d4jj4 Slicast zh-cn 2026-11-12T15:04:41.000Z HUMAIN推出Limitless Accelerator，以支持AI初创企业。 https://slicast.com/ko/article/d4jj4 Slicast ko 2026-11-12T15:04:41.000Z HUMAIN, Limitless Accelerator를 출시해 AI 스타트업을 지원한다. https://slicast.com/article/1sku37g Slicast en 2026-11-12T15:03:14.000Z Intel formed an AI alliance with 23 Korean companies. https://slicast.com/zh/article/1sku37g Slicast zh-cn 2026-11-12T15:03:14.000Z 英特尔与23家韩国企业组建AI联盟。 https://slicast.com/ko/article/1sku37g Slicast ko 2026-11-12T15:03:14.000Z Intel, 한국 기업 23곳과 AI 제휴를 맺었다. https://slicast.com/article/7otx75 Slicast en 2026-11-12T15:01:50.000Z Panth Infinity is exploring entry into AI data-centre cooling through a UAE subsidiary, according to scanx.trade. https://slicast.com/zh/article/7otx75 Slicast zh-cn 2026-11-12T15:01:50.000Z Panth Infinity正在探索通过其阿联酋子公司进入人工智能数据中心冷却领域，消息来源为scanx.trade。 https://slicast.com/ko/article/7otx75 Slicast ko 2026-11-12T15:01:50.000Z Panth Infinity는 UAE 자회사를 통해 AI 데이터센터 냉각 시장 진출을 검토 중인 것으로 scanx.trade가 보도했다. https://slicast.com/article/t0k8fm Slicast en 2026-11-12T15:00:15.000Z KIOXIA America and Dell are collaborating on a 157 PB single-rack object store, a storage-density milestone for AI and data lake workloads. https://slicast.com/zh/article/t0k8fm Slicast zh-cn 2026-11-12T15:00:15.000Z KIOXIA America与戴尔合作推出157拍字节单机架对象存储，面向人工智能和数据湖工作负载实现存储密度新突破。 https://slicast.com/ko/article/t0k8fm Slicast ko 2026-11-12T15:00:15.000Z KIOXIA America와 Dell은 AI 및 데이터 레이크 워크로드를 위한 스토리지 집적도의 이정표로, 단일 랙에 157PB 규모의 오브젝트 스토리지를 구축하기 위해 협력하고 있다. https://slicast.com/article/4p4j3r Slicast en 2026-11-12T15:00:00.000Z SuperX (NASDAQ: SUPX) to Make U.S. Exhibition Debut at SC26, Showcasing Full-Stack AI Infrastructure Solutions https://slicast.com/zh/article/4p4j3r Slicast zh-cn 2026-11-12T15:00:00.000Z SuperX（纳斯达克代码：SUPX）将于SC26首次亮相美国展会，展示全栈AI基础设施解决方案 https://slicast.com/ko/article/4p4j3r Slicast ko 2026-11-12T15:00:00.000Z SuperX(NASDAQ: SUPX), SC26에서 미국 전시회 첫 참가… 풀스택 AI 인프라 솔루션 선보인다 https://slicast.com/article/16w72dj Slicast en 2026-11-12T14:47:00.000Z AI Infrastructure Numbers Keep Climbing While the Week's Headlines Turn to the Boardroom https://slicast.com/zh/article/16w72dj Slicast zh-cn 2026-11-12T14:47:00.000Z AI基础设施数字持续攀升，本周头条转向董事会层面 https://slicast.com/ko/article/16w72dj Slicast ko 2026-11-12T14:47:00.000Z AI 인프라 수치 계속 상승, 이번 주 헤드라인은 이사회로 https://slicast.com/article/pwte7r Slicast en 2026-11-12T14:36:30.000Z Cornelis announced the CN6000 family, its next-generation 800G networking platform, which it says delivers 1.6 billion messages per second for AI and HPC. https://slicast.com/zh/article/pwte7r Slicast zh-cn 2026-11-12T14:36:30.000Z Cornelis发布CN6000系列，这是其面向人工智能和高性能计算的下一代800G网络平台，宣称可实现每秒16亿条消息的处理能力。 https://slicast.com/ko/article/pwte7r Slicast ko 2026-11-12T14:36:30.000Z Cornelis, CN6000 제품군을 발표했다. 이는 AI 및 HPC용 차세대 800G 네트워킹 플랫폼으로, 초당 16억 건의 메시지를 처리한다고 밝혔다. https://slicast.com/article/8ujqeq Slicast en 2026-11-12T14:32:39.000Z Nvidia board chair Jones said he has full confidence in leadership under Colette Kress following the CEO change. https://slicast.com/zh/article/8ujqeq Slicast zh-cn 2026-11-12T14:32:39.000Z 英伟达董事会主席琼斯表示，对科莱特·克雷斯领导下的英伟达充满信心，首席执行官更替后董事会公开表态支持。 https://slicast.com/ko/article/8ujqeq Slicast ko 2026-11-12T14:32:39.000Z Nvidia 이사회 의장 Jones는 CEO 교체 이후에도 Colette Kress 체제의 경영진에 대해 전적인 신뢰를 갖고 있다고 밝혔다. https://slicast.com/article/te59zi Slicast en 2026-11-12T14:31:47.000Z Colette Kress has been named Nvidia's interim CEO following Jensen Huang's departure. https://slicast.com/zh/article/te59zi Slicast zh-cn 2026-11-12T14:31:47.000Z 科莱特·克雷斯被任命为英伟达临时首席执行官，接替黄仁勋。 https://slicast.com/ko/article/te59zi Slicast ko 2026-11-12T14:31:47.000Z Colette Kress가 Jensen Huang의 사임에 따라 Nvidia의 임시 CEO로 임명되었습니다. https://slicast.com/article/6bqwdq Slicast en 2026-11-12T14:31:42.000Z TheEnergyMag's weekly miner roundup reports that miners cut hashrate by 50% as AI revenue doubled, though the candidate text does not name the companies. https://slicast.com/zh/article/6bqwdq Slicast zh-cn 2026-11-12T14:31:42.000Z TheEnergyMag的每周矿企综述报告称，多家矿企将哈希率削减50%，同时其人工智能收入翻倍，但候选文本未点名具体公司。 https://slicast.com/ko/article/6bqwdq Slicast ko 2026-11-12T14:31:42.000Z TheEnergyMag의 주간 채굴 기업 동향 보도에 따르면, AI 매출이 두 배로 늘어나는 동안 채굴 기업들이 해시레이트를 50% 줄였으나, 후보 텍스트에는 해당 기업명이 언급되어 있지 않다. https://slicast.com/article/13pq4y9 Slicast en 2026-11-12T14:28:58.000Z US House Speaker Johnson said many facts about Nvidia remain to be established and that he will watch how the situation develops. https://slicast.com/zh/article/13pq4y9 Slicast zh-cn 2026-11-12T14:28:58.000Z 美国众议院议长约翰逊表示，关于英伟达仍有许多事实有待查明，他将密切关注事态发展。 https://slicast.com/ko/article/13pq4y9 Slicast ko 2026-11-12T14:28:58.000Z 존슨 하원의장은 엔비디아와 관련된 많은 사실이 아직 확인되지 않았다며, 상황이 어떻게 전개되는지 지켜보겠다고 말했다. https://slicast.com/article/1e5iek2 Slicast en 2026-11-12T14:27:01.000Z Abu Dhabi data-centre leaders have come together to address soaring AI demand. https://slicast.com/zh/article/1e5iek2 Slicast zh-cn 2026-11-12T14:27:01.000Z 阿布扎比数据中心领导者联手应对激增的人工智能需求。 https://slicast.com/ko/article/1e5iek2 Slicast ko 2026-11-12T14:27:01.000Z 아부다비 데이터센터 업계 리더들이 급증하는 AI 수요에 대응하기 위해 손을 맞잡았다. https://slicast.com/article/f9ggq4 Slicast en 2026-11-12T14:25:00.000Z A Republican senator has urged a ban on Chinese chipmaker CXMT from the US market. https://slicast.com/zh/article/f9ggq4 Slicast zh-cn 2026-11-12T14:25:00.000Z 一名共和党参议员敦促将中国芯片制造商CXMT排除在美国市场之外。 https://slicast.com/ko/article/f9ggq4 Slicast ko 2026-11-12T14:25:00.000Z 공화당 상원의원 한 명이 중국 반도체 기업 CXMT의 미국 시장 진출을 금지할 것을 촉구했다. https://slicast.com/article/m7zuok Slicast en 2026-11-12T14:22:09.000Z Quantum DC has paused its 1,200MW Tungkillo data centre project in Australia after community opposition. https://slicast.com/zh/article/m7zuok Slicast zh-cn 2026-11-12T14:22:09.000Z Quantum DC因社区反对，暂停了其位于澳大利亚的1200兆瓦Tungkillo数据中心项目。 https://slicast.com/ko/article/m7zuok Slicast ko 2026-11-12T14:22:09.000Z Quantum DC가 지역 사회의 반대에 부딪혀 호주 Tungkillo에 추진 중이던 1,200MW 규모 데이터센터 프로젝트를 일시 중단했다. https://slicast.com/article/wgzjtf Slicast en 2026-11-12T14:15:00.000Z llm-d 1.0 has been released, aiming to ease production AI inference at scale. https://slicast.com/zh/article/wgzjtf Slicast zh-cn 2026-11-12T14:15:00.000Z llm-d 1.0正式发布，旨在简化大规模生产环境下的人工智能推理部署。 https://slicast.com/ko/article/wgzjtf Slicast ko 2026-11-12T14:15:00.000Z llm-d 1.0이 출시되었으며, 대규모 프로덕션 AI 추론을 더 쉽게 만드는 것을 목표로 합니다. https://slicast.com/article/1m03efo Slicast en 2026-11-12T14:13:22.000Z A TechRadar report says US data-center power demand outpaces supply by 10x and could bring the AI boom to a grinding halt by 2030. https://slicast.com/zh/article/1m03efo Slicast zh-cn 2026-11-12T14:13:22.000Z TechRadar报道称，美国数据中心的电力需求超出供给10倍，可能在2030年前使人工智能热潮陷入停滞。 https://slicast.com/ko/article/1m03efo Slicast ko 2026-11-12T14:13:22.000Z TechRadar 보도에 따르면 미국 데이터센터의 전력 수요가 공급을 10배 앞지르고 있으며, 2030년까지 AI 붐을 완전히 멈추게 할 수 있다고 한다. https://slicast.com/article/asjgur Slicast en 2026-11-12T14:11:40.000Z Jensen Huang resigned as Nvidia CEO, president and board member with immediate effect, according to a statement dated November 12, 2026, amid an espionage scandal that wiped out $1.4 trillion in marke https://slicast.com/zh/article/asjgur Slicast zh-cn 2026-11-12T14:11:40.000Z 黄仁勋于2026年11月12日发布的声明中宣布，即刻辞去英伟达首席执行官、总裁及董事会成员职务，此前一起间谍丑闻使公司市值蒸发1.4万亿美元。 https://slicast.com/ko/article/asjgur Slicast ko 2026-11-12T14:11:40.000Z Jensen Huang, Nvidia CEO, 사장 겸 이사회 멤버에서 즉시 사임했다고 2026년 11월 12일자 성명에서 밝혔다. 이번 사임은 시가총액 1.4조 달러를 증발시킨 간첩 스캔들의 여파 속에서 나왔다. https://slicast.com/article/117a1su Slicast en 2026-11-12T14:11:22.000Z Marvell Technology filed an SEC Form 8-K current report, but the candidate text does not describe its contents. https://slicast.com/zh/article/117a1su Slicast zh-cn 2026-11-12T14:11:22.000Z Marvell Technology向美国证券交易委员会（SEC）提交了一份8-K表格的当前报告，但候选文本未说明其具体内容。 https://slicast.com/ko/article/117a1su Slicast ko 2026-11-12T14:11:22.000Z Marvell Technology가 SEC Form 8-K 수시보고서를 제출했으나, 제시된 원문에는 그 내용이 설명되어 있지 않습니다. https://slicast.com/article/1h1fvhe Slicast en 2026-11-12T14:00:59.000Z A New Dawn in the Cloud: ‘Warhammer 40,000: Dawn of War IV’ Is Coming to GeForce NOW https://slicast.com/zh/article/1h1fvhe Slicast zh-cn 2026-11-12T14:00:59.000Z 云端新纪元：《战锤40,000：战争黎明IV》登陆GeForce NOW https://slicast.com/ko/article/1h1fvhe Slicast ko 2026-11-12T14:00:59.000Z 클라우드에서 열리는 새로운 여명: '워해머 40,000: 던 오브 워 IV'가 지포스 나우에 출시됩니다 https://slicast.com/article/1p1b2ig Slicast en 2026-11-12T14:00:00.000Z Parameter launched its XD Series for RLE leak detection, a new platform built for the liquid-cooled AI data center. https://slicast.com/zh/article/1p1b2ig Slicast zh-cn 2026-11-12T14:00:00.000Z Parameter推出XD系列RLE泄漏检测产品，这是一个专为液冷AI数据中心打造的新平台。 https://slicast.com/ko/article/1p1b2ig Slicast ko 2026-11-12T14:00:00.000Z Parameter가 액체 냉각식 AI 데이터센터용으로 설계된 신규 플랫폼 XD Series를 RLE 누출 감지용으로 출시했다. https://slicast.com/article/it7dpn Slicast en 2026-11-12T14:00:00.000Z HyperAccel will showcase its LPU-based AI inference system at SC26, highlighting power and cost efficiency. https://slicast.com/zh/article/it7dpn Slicast zh-cn 2026-11-12T14:00:00.000Z HyperAccel将在SC26上展示基于LPU的AI推理系统，重点突出能效与成本优势。 https://slicast.com/ko/article/it7dpn Slicast ko 2026-11-12T14:00:00.000Z HyperAccel는 SC26에서 LPU 기반 AI 추론 시스템을 선보이며, 전력 효율성과 비용 효율성을 강조할 예정이다. https://slicast.com/article/1kceeny Slicast en 2026-11-12T14:00:00.000Z Silicon Motion showcased next-generation enterprise storage solutions to power agentic AI infrastructure at SC26. https://slicast.com/zh/article/1kceeny Slicast zh-cn 2026-11-12T14:00:00.000Z 慧荣科技在SC26大会上展示了面向智能体AI基础设施的新一代企业级存储方案。 https://slicast.com/ko/article/1kceeny Slicast ko 2026-11-12T14:00:00.000Z Silicon Motion, SC26에서 agentic AI 인프라를 지원하는 차세대 엔터프라이즈 스토리지 솔루션을 선보였다. https://slicast.com/article/nsmwsw Slicast en 2026-11-12T14:00:00.000Z Axelera AI Unveils Titania Architecture: HPC-Class AI Responsiveness Without Liquid Cooled Racks Targeting $110B Underserved Market https://slicast.com/zh/article/nsmwsw Slicast zh-cn 2026-11-12T14:00:00.000Z Axelera AI发布Titania架构：无需液冷机架即可实现HPC级AI响应，瞄准$110B未充分服务市场 https://slicast.com/ko/article/nsmwsw Slicast ko 2026-11-12T14:00:00.000Z Axelera AI, Titania 아키텍처 공개: 액체 냉각 랙 없이 HPC급 AI 응답성 구현, 1,100억 달러 규모의 미개척 시장 공략 https://slicast.com/article/1q4ctzu Slicast en 2026-11-12T13:58:41.000Z Nvidia (NASDAQ: NVDA) said its Board of Directors announced that Jensen Huang has resigned as President, Chief Executive Officer and a board member, with Data Center Dynamics reporting that CFO Kress https://slicast.com/zh/article/1q4ctzu Slicast zh-cn 2026-11-12T13:58:41.000Z 英伟达（NASDAQ: NVDA）董事会宣布黄仁勋辞去总裁、首席执行官及董事职务；Data Center Dynamics报道称首席财务官克雷斯将担任临时职务，Tom's Hardware则将此次离职与多起婚外情指控及中国间谍指控联系在一起。 https://slicast.com/ko/article/1q4ctzu Slicast ko 2026-11-12T13:58:41.000Z 엔비디아(NASDAQ: NVDA)는 이사회가 젠슨 황(Jensen Huang)이 대표이사 사장, 최고경영자(CEO) 및 이사직에서 사임했다고 발표했다고 밝혔다. Data Center Dynamics는 CFO 크레스(Kress)가 임시로 직무를 맡을 것이라고 보도했으며, Tom's Hardware는 이번 사임을 여러 사안 및 중국 간첩 혐의와 연관 지었다. https://slicast.com/article/1uvl0sl Slicast en 2026-11-12T13:48:12.000Z NVIDIA Announces CEO Transition https://slicast.com/zh/article/1uvl0sl Slicast zh-cn 2026-11-12T13:48:12.000Z NVIDIA宣布CEO交接 https://slicast.com/ko/article/1uvl0sl Slicast ko 2026-11-12T13:48:12.000Z NVIDIA, CEO 교체 발표 https://slicast.com/article/1rcr6co Slicast en 2026-11-12T13:47:00.000Z Megaspeed has pledged to cooperate with a US probe tied to Nvidia chips in the Middle East, as Naharnet reports that Nvidia CEO Jensen Huang's future remains uncertain. https://slicast.com/zh/article/1rcr6co Slicast zh-cn 2026-11-12T13:47:00.000Z Megaspeed承诺配合美国与英伟达芯片在中东相关的一项调查，Naharnet同时报道称黄仁勋的未来仍存在不确定性。 https://slicast.com/ko/article/1rcr6co Slicast ko 2026-11-12T13:47:00.000Z Megaspeed는 중동 지역의 Nvidia 칩과 관련된 미국 조사에 협력하겠다고 약속했으며, Naharnet은 Nvidia CEO 젠슨 황의 향후 행보가 불확실하다고 보도했다. https://slicast.com/article/16aye5l Slicast en 2026-11-12T13:35:44.000Z Cotton is pushing to blacklist Chinese chipmaker CXMT, also known as ChangXin Memory, according to The Tech Buzz. https://slicast.com/zh/article/16aye5l Slicast zh-cn 2026-11-12T13:35:44.000Z 科顿正推动将中国芯片制造商长鑫存储（CXMT）列入黑名单，The Tech Buzz对此进行了报道。 https://slicast.com/ko/article/16aye5l Slicast ko 2026-11-12T13:35:44.000Z 코튼 상원의원이 중국 반도체 기업 CXMT(ChangXin Memory)를 블랙리스트에 올리기 위해 압박하고 있다고 The Tech Buzz가 보도했다. https://slicast.com/article/blmdlw Slicast en 2026-11-12T13:31:00.000Z Vertiv introduced a medium-voltage power system designed to help AI data centers connect to the grid faster while freeing indoor space for compute. https://slicast.com/zh/article/blmdlw Slicast zh-cn 2026-11-12T13:31:00.000Z 维谛技术推出中压供电系统，帮助AI数据中心更快接入电网，同时为计算设备腾出室内空间。 https://slicast.com/ko/article/blmdlw Slicast ko 2026-11-12T13:31:00.000Z Vertiv는 AI 데이터센터가 전력망에 더 빠르게 연결되고 실내 공간을 연산 장비에 더 많이 활용할 수 있도록 설계된 중전압 전력 시스템을 공개했다. https://slicast.com/article/1n4wkbp Slicast en 2026-11-12T13:30:23.000Z Talen Energy Corp filed a Form 8-K current report with the SEC, but the feed does not disclose the subject of the filing. https://slicast.com/zh/article/1n4wkbp Slicast zh-cn 2026-11-12T13:30:23.000Z Talen Energy Corp向美国SEC提交了8-K表格（当前报告），但该消息未披露此次申报的具体事项。 https://slicast.com/ko/article/1n4wkbp Slicast ko 2026-11-12T13:30:23.000Z Talen Energy Corp가 SEC에 Form 8-K 수시보고서를 제출했으나, 피드에는 제출 사안의 내용이 공개되어 있지 않습니다. https://slicast.com/article/1wxvcgy Slicast en 2026-11-12T13:22:25.000Z Utility Dive argues that electricity rates should fall when data-center-driven sales grow faster than costs, while noting some utilities are pairing lower historical sales data with updated cost assum https://slicast.com/zh/article/1wxvcgy Slicast zh-cn 2026-11-12T13:22:25.000Z Utility Dive指出，当数据中心带动的售电增长快于成本增长时，电价本应下降；但该文同时提到，部分公用事业公司在费率申请中将较低的历史售电数据与更新后的成本假设搭配使用。 https://slicast.com/ko/article/1wxvcgy Slicast ko 2026-11-12T13:22:25.000Z Utility Dive는 데이터센터 중심의 전력 판매량 증가 속도가 비용 증가 속도를 웃돌 경우 전기요금이 하락해야 한다고 주장하는 한편, 일부 전력회사가 요금 신고서에서 과거 판매 데이터를 낮추어 잡으면서 비용 가정은 최신 자료로 갱신하고 있다고 지적했다. https://slicast.com/article/13imn2d Slicast en 2026-11-12T13:15:47.000Z Anthropic's IPO could raise $64B at a $1.4T valuation, with Google and Nvidia backing the offering. https://slicast.com/zh/article/13imn2d Slicast zh-cn 2026-11-12T13:15:47.000Z Anthropic的IPO可能募资640亿美元，估值达到1.4万亿美元，谷歌与英伟达支持此次发行。 https://slicast.com/ko/article/13imn2d Slicast ko 2026-11-12T13:15:47.000Z Anthropic의 IPO는 640억 달러를 조달하고 기업가치 1.4조 달러를 인정받을 수 있으며, Google과 Nvidia가 이번 공모를 지원하고 있다. https://slicast.com/article/rw8bbq Slicast en 2026-11-12T13:11:00.000Z SMUD is weighing rules for large electricity users amid a data center debate. https://slicast.com/zh/article/rw8bbq Slicast zh-cn 2026-11-12T13:11:00.000Z SMUD正在研究针对大型用电用户的规则，背景是围绕数据中心的争议。 https://slicast.com/ko/article/rw8bbq Slicast ko 2026-11-12T13:11:00.000Z SMUD는 데이터센터 논쟁이 이어지는 가운데 대규모 전력 사용자를 위한 규정을 검토하고 있다. https://slicast.com/article/12qoic5 Slicast en 2026-11-12T13:10:34.000Z A military-linked Chinese university on a US blacklist reportedly obtained Nvidia H200 AI chips despite US restrictions. https://slicast.com/zh/article/12qoic5 Slicast zh-cn 2026-11-12T13:10:34.000Z 一所与军方有关联、已被列入美国黑名单的中国高校据报道在美国限制之下仍获得了英伟达H200 AI芯片。 https://slicast.com/ko/article/12qoic5 Slicast ko 2026-11-12T13:10:34.000Z 미국 블랙리스트에 올라 있는 군사 연계 중국 대학이 미국의 제재에도 불구하고 엔비디아 H200 AI 칩을 확보한 것으로 전해졌다. https://slicast.com/article/qp77xk Slicast en 2026-11-12T13:08:00.000Z Ben Buchanan says China has no frontier AI on domestic chips, and that compute is the only missing piece. https://slicast.com/zh/article/qp77xk Slicast zh-cn 2026-11-12T13:08:00.000Z 本·布坎南表示，中国目前在国产芯片上没有前沿AI，算力是唯一缺失的环节。 https://slicast.com/ko/article/qp77xk Slicast ko 2026-11-12T13:08:00.000Z Ben Buchanan은 중국이 국산 칩으로 구동되는 최첨단 AI를 아직 갖추지 못했으며, 컴퓨팅 자원이 유일하게 부족한 요소라고 말했다. https://slicast.com/article/xhu758 Slicast en 2026-11-12T13:06:32.000Z Nebius shares fell about 10% after the company issued a weak 2026 outlook alongside a sharp rise in planned capex. https://slicast.com/zh/article/xhu758 Slicast zh-cn 2026-11-12T13:06:32.000Z Nebius股价下跌约10%,此前公司发布了疲软的2026年业绩指引,同时计划资本支出大幅增加。 https://slicast.com/ko/article/xhu758 Slicast ko 2026-11-12T13:06:32.000Z Nebius 주가는 회사가 2026년 실적 전망을 부진하게 제시하고 계획된 자본지출(capex)을 크게 늘린다고 발표한 뒤 약 10% 하락했다. https://slicast.com/article/5aly2f Slicast en 2026-11-12T13:06:30.000Z Fermi received a $200 million hyperscaler prepayment for 600 MW and ended its TensorWave lease. https://slicast.com/zh/article/5aly2f Slicast zh-cn 2026-11-12T13:06:30.000Z Fermi获得超大规模云服务商2亿美元的预付款，对应600 MW容量，同时终止了与TensorWave的租约。 https://slicast.com/ko/article/5aly2f Slicast ko 2026-11-12T13:06:30.000Z Fermi, 600MW 규모 하이퍼스케일러 선결제로 2억 달러 수령… TensorWave 임대 계약 종료 https://slicast.com/article/16u105s Slicast en 2026-11-12T13:01:38.000Z STN One advanced its Odessa AI data center campus plan, outlining an initial 400 MW deployment. https://slicast.com/zh/article/16u105s Slicast zh-cn 2026-11-12T13:01:38.000Z STN One推进其Odessa AI数据中心园区建设，并公布了首期400 MW的部署计划。 https://slicast.com/ko/article/16u105s Slicast ko 2026-11-12T13:01:38.000Z STN One, Odessa AI 데이터센터 캠퍼스 계획을 추진하며 초기 400 MW 규모의 구축 방안을 발표했다. https://slicast.com/article/11qplwd Slicast en 2026-11-12T13:00:00.000Z Applied Digital reports that a two-foot conduit offset at its AI campus was caught before concrete was poured. https://slicast.com/zh/article/11qplwd Slicast zh-cn 2026-11-12T13:00:00.000Z Applied Digital表示，其AI园区在浇筑混凝土之前及时发现了一处两英尺的导管偏移。 https://slicast.com/ko/article/11qplwd Slicast ko 2026-11-12T13:00:00.000Z Applied Digital는 AI 캠퍼스에서 2피트 규모의 배관 편차를 콘크리트 타설 전에 발견했다고 보고했다. https://slicast.com/article/t6e64k Slicast en 2026-11-12T13:00:00.000Z Smartbird Secures Data Center Capacity to Accelerate Deployment of AI Infrastructure https://slicast.com/zh/article/t6e64k Slicast zh-cn 2026-11-12T13:00:00.000Z Smartbird获取数据中心容量，加速AI基础设施部署 https://slicast.com/ko/article/t6e64k Slicast ko 2026-11-12T13:00:00.000Z Smartbird, AI 인프라 구축 가속화를 위해 데이터센터 용량 확보 https://slicast.com/article/1f57abv Slicast en 2026-11-12T12:55:37.000Z Bentaus, an Energy-First NeoCloud, Deploys DriveNets High-Performance AI Fabric with AMD GPUs to Produce AI Tokens with 30% Less Energy https://slicast.com/zh/article/1f57abv Slicast zh-cn 2026-11-12T12:55:37.000Z Bentaus：能源优先的NeoCloud，部署DriveNets高性能AI网络结构与AMD GPU，以减少30%能耗生产AI token https://slicast.com/ko/article/1f57abv Slicast ko 2026-11-12T12:55:37.000Z Bentaus, 에너지 우선 네오클라우드(NeoCloud)가 DriveNets의 고성능 AI 패브릭을 AMD GPU와 함께 도입해 30% 적은 에너지로 AI 토큰을 생산 https://slicast.com/article/rsypew Slicast en 2026-11-12T12:46:00.000Z CoreWeave reported a strong quarter, and its shares lifted the Nasdaq about 1.6%. https://slicast.com/zh/article/rsypew Slicast zh-cn 2026-11-12T12:46:00.000Z CoreWeave公布了强劲的季度业绩,其股价带动纳斯达克指数上涨约1.6%。 https://slicast.com/ko/article/rsypew Slicast ko 2026-11-12T12:46:00.000Z CoreWeave, 분기 실적이 강세를 보이며 주가가 나스닥을 약 1.6% 끌어올렸다. https://slicast.com/article/1y5jkkv Slicast en 2026-11-12T12:26:49.000Z UK AI inference chip startup Fractile raised $720M in a Series C at a reported $7B valuation, with no chip shipped yet. The UK government's Sovereign AI fund and the British Business Bank participated https://slicast.com/zh/article/1y5jkkv Slicast zh-cn 2026-11-12T12:26:49.000Z 英国AI推理芯片初创公司Fractile完成7.2亿美元C轮融资，估值据报道为70亿美元，目前尚未出货任何芯片。英国政府的主权AI基金和英国商业银行（British Business Bank）参与了此轮融资。 https://slicast.com/ko/article/1y5jkkv Slicast ko 2026-11-12T12:26:49.000Z 영국 AI 추론 칩 스타트업 Fractile가 시리즈 C에서 7억 2천만 달러를 조달했으며, 보고된 기업가치는 70억 달러다. 아직 출시된 칩은 없다. 영국 정부의 Sovereign AI 펀드와 British Business Bank가 이번 투자에 참여했다. https://slicast.com/article/1y665x2 Slicast en 2026-11-12T12:24:00.000Z WSJ reports, in an exclusive, that Nvidia is preparing to oust CEO Jensen Huang. Other outlets say the board is weighing a temporary CEO and has started a search for a replacement, though it has not y https://slicast.com/zh/article/1y665x2 Slicast zh-cn 2026-11-12T12:24:00.000Z 《华尔街日报》独家报道称,英伟达(Nvidia)正准备罢免首席执行官黄仁勋(Jensen Huang)。其他媒体称,董事会正在考虑任命临时CEO,并已开始物色接任人选,但尚未决定是否撤换他。消息传出后,英伟达股价大幅下跌。 https://slicast.com/ko/article/1y665x2 Slicast ko 2026-11-12T12:24:00.000Z WSJ는 단독 보도를 통해 엔비디아가 젠슨 황 CEO를 해임할 준비를 하고 있다고 전했다. 다른 매체들은 이사회가 임시 CEO 체제를 검토하고 후임자 물색에 착수했으나, 그를 해임할지는 아직 결정하지 않았다고 보도했다. 이러한 보도가 나오면서 엔비디아 주가는 급락했다. https://slicast.com/article/13re4ft Slicast en 2026-11-12T12:11:00.000Z Nebius reports third quarter 2026 financial results https://slicast.com/zh/article/13re4ft Slicast zh-cn 2026-11-12T12:11:00.000Z Nebius发布2026年第三季度财务业绩 https://slicast.com/ko/article/13re4ft Slicast ko 2026-11-12T12:11:00.000Z Nebius, 2026년 3분기 실적 발표 https://slicast.com/article/72wlfd Slicast en 2026-11-12T12:11:00.000Z Syntys Breaks Ground on New 20MW Data Center Development in Qatar https://slicast.com/zh/article/72wlfd Slicast zh-cn 2026-11-12T12:11:00.000Z Syntys在卡塔尔启动20MW数据中心新项目建设 https://slicast.com/ko/article/72wlfd Slicast ko 2026-11-12T12:11:00.000Z Syntys, 카타르에 20MW 규모 신규 데이터센터 건설 착공 https://slicast.com/article/y3lj0n Slicast en 2026-11-12T12:11:00.000Z Data Center Power Suppliers Post Backlog and Guidance Updates Alongside a Fuel Cell Deal https://slicast.com/zh/article/y3lj0n Slicast zh-cn 2026-11-12T12:11:00.000Z 数据中心电力供应商公布积压订单与业绩指引更新，并达成一项燃料电池交易 https://slicast.com/ko/article/y3lj0n Slicast ko 2026-11-12T12:11:00.000Z 데이터센터 전력 공급업체, 연료전지 계약과 함께 수주잔고 및 가이던스 업데이트 발표 https://slicast.com/article/1bthk1w Slicast en 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1bthk1w Slicast zh-cn 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1bthk1w Slicast ko 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1gjvv1j Slicast en 2026-11-12T12:00:00.000Z NVIDIA CORP files 8-K: director / officer changes https://slicast.com/zh/article/1gjvv1j Slicast zh-cn 2026-11-12T12:00:00.000Z NVIDIA CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1gjvv1j Slicast ko 2026-11-12T12:00:00.000Z NVIDIA CORP, 8-K 제출: 이사 및 임원 변동 https://slicast.com/article/1gqinz Slicast en 2026-11-12T12:00:00.000Z Nebius Group N.V. files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1gqinz Slicast zh-cn 2026-11-12T12:00:00.000Z Nebius Group N.V. 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1gqinz Slicast ko 2026-11-12T12:00:00.000Z Nebius Group N.V., 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1nkit5v Slicast en 2026-11-12T12:00:00.000Z Sublime Systems and Meta Sign Agreement to Scale U.S. Manufacturing of Next Generation Low-Carbon Cement https://slicast.com/zh/article/1nkit5v Slicast zh-cn 2026-11-12T12:00:00.000Z Sublime Systems与Meta签署协议，推动新一代低碳水泥在美国规模化生产 https://slicast.com/ko/article/1nkit5v Slicast ko 2026-11-12T12:00:00.000Z Sublime Systems와 Meta, 차세대 저탄소 시멘트의 미국 내 생산 확대를 위한 계약 체결 https://slicast.com/article/1zr4vp Slicast en 2026-11-12T12:00:00.000Z CoreWeave files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1zr4vp Slicast zh-cn 2026-11-12T12:00:00.000Z CoreWeave 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1zr4vp Slicast ko 2026-11-12T12:00:00.000Z CoreWeave, 10-Q 분기보고서 제출 https://slicast.com/article/2837i Slicast en 2026-11-12T12:00:00.000Z GDS Holdings Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/2837i Slicast zh-cn 2026-11-12T12:00:00.000Z GDS Holdings Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/2837i Slicast ko 2026-11-12T12:00:00.000Z GDS Holdings Ltd, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/ekcnwv Slicast en 2026-11-12T12:00:00.000Z Marvell Technology files 8-K: director / officer changes https://slicast.com/zh/article/ekcnwv Slicast zh-cn 2026-11-12T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/ko/article/ekcnwv Slicast ko 2026-11-12T12:00:00.000Z Marvell Technology, 8-K 제출: 이사 및 임원 변동 https://slicast.com/article/i2cbhb Slicast en 2026-11-12T12:00:00.000Z Nebius Group N.V. files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/i2cbhb Slicast zh-cn 2026-11-12T12:00:00.000Z Nebius Group N.V. 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/i2cbhb Slicast ko 2026-11-12T12:00:00.000Z Nebius Group N.V., 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/kklacl Slicast en 2026-11-12T12:00:00.000Z Talen Energy files 8-K: other material event https://slicast.com/zh/article/kklacl Slicast zh-cn 2026-11-12T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/ko/article/kklacl Slicast ko 2026-11-12T12:00:00.000Z Talen Energy, 8-K 제출: 기타 중요 사건 https://slicast.com/article/o5vv6t Slicast en 2026-11-12T12:00:00.000Z APPLIED MATERIALS INC /DE files 8-K: results of operations https://slicast.com/zh/article/o5vv6t Slicast zh-cn 2026-11-12T12:00:00.000Z APPLIED MATERIALS INC /DE 提交 8-K：重大事件 https://slicast.com/ko/article/o5vv6t Slicast ko 2026-11-12T12:00:00.000Z APPLIED MATERIALS INC /DE, 8-K 제출: 영업 실적 https://slicast.com/article/ssvzff Slicast en 2026-11-12T12:00:00.000Z NRG ENERGY, INC. files 8-K: entry into a material agreement https://slicast.com/zh/article/ssvzff Slicast zh-cn 2026-11-12T12:00:00.000Z NRG ENERGY, INC. 提交 8-K：重大事件 https://slicast.com/ko/article/ssvzff Slicast ko 2026-11-12T12:00:00.000Z NRG ENERGY, INC. 8-K 제출: 중요 계약 체결 https://slicast.com/article/1gaub5d Slicast en 2026-11-12T10:59:00.000Z Nvidia's board is weighing a temporary CEO and has started searching for a potential replacement following the controversy around Jensen Huang, but it has not yet decided whether to remove him. https://slicast.com/zh/article/1gaub5d Slicast zh-cn 2026-11-12T10:59:00.000Z 英伟达董事会正在考虑临时任命CEO，并已开始物色潜在的接任人选，此前黄仁勋陷入争议，但董事会尚未决定是否将其免职。 https://slicast.com/ko/article/1gaub5d Slicast ko 2026-11-12T10:59:00.000Z Nvidia 이사회는 젠슨 황을 둘러싼 논란 이후 임시 CEO 체제를 검토하고 있으며 잠재적 후임자 물색에도 착수했으나, 그를 교체할지에 대해서는 아직 결정을 내리지 않았다. https://slicast.com/article/3mjsrb Slicast en 2026-11-11T21:12:00.000Z EIA: AI Data Centers Drive Record US Power Demand 2026-2027 https://slicast.com/zh/article/3mjsrb Slicast zh-cn 2026-11-11T21:12:00.000Z EIA:AI 数据中心驱动美国电力需求 2026–2027 连续创历史纪录,核电采购竞赛升温 https://slicast.com/ko/article/3mjsrb Slicast ko 2026-11-11T21:12:00.000Z EIA: AI 데이터센터, 2026~2027년 미국 전력 수요 사상 최고치 견인 https://slicast.com/article/1flvxui Slicast en 2026-11-11T21:11:00.000Z Hut 8 details strategy shift to AI data center leases in Q3 call; Alaska approves 50-year land lease for large natural gas-powered data center https://slicast.com/zh/article/1flvxui Slicast zh-cn 2026-11-11T21:11:00.000Z Hut 8 Corpus Christi 园区现有租户追加 352MW 二期合约,阿拉斯加批准北坡 50 年土地租约 https://slicast.com/ko/article/1flvxui Slicast ko 2026-11-11T21:11:00.000Z Hut 8, Q3 실적 발표에서 AI 데이터센터 임대 중심으로 전략 전환 세부 내용 공개; 알래스카, 대형 천연가스 발전 데이터센터 대상 50년 토지 임대 승인 https://slicast.com/article/1fgf5nj Slicast en 2026-11-11T21:10:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-11-11T21:10:00.000Z 超大规模厂商 2026 年合计资本开支约 $7,300 亿,微软/Meta/Oracle 11 月初集中发债 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-11-11T21:10:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 도달, 아마존 2,200억 달러로 상향 https://slicast.com/article/gc98sx Slicast en 2026-11-11T21:08:00.000Z HBM4 and Fab Limits Prevent 1,000 Vera Rubin Racks Per Day in 2026 or 2027 https://slicast.com/zh/article/gc98sx Slicast zh-cn 2026-11-11T21:08:00.000Z NVIDIA Vera Rubin 量产出货,HBM4 供应挤压至少延续至 2027 年中 https://slicast.com/ko/article/gc98sx Slicast ko 2026-11-11T21:08:00.000Z HBM4 및 팹 한계로 2026년 또는 2027년 하루 1,000개 Vera Rubin 랙 생산 불가 https://slicast.com/article/7c1i28 Slicast en 2026-11-11T21:06:00.000Z Congress's Permitting Bill Is a 'Massive Giveaway' to the AI Data Center Industry, Critics Warn https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-11T21:06:00.000Z 2026 中期选举 41 项数据中心议案 40 项受限,国会许可法案遭批"行业大礼包" https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-11T21:06:00.000Z 의회의 인허가 법안, AI 데이터센터 산업에 "막대한 특혜"라고 비판론자들 경고 https://slicast.com/article/89sdbh Slicast en 2026-11-11T21:05:00.000Z CoreWeave and IREN Stocks Face Pressure as Microsoft Reassesses Its Computing Deals https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-11T21:05:00.000Z Microsoft 重新审视 Neocloud 合约,IREN $97 亿合同不变但设计变更推迟营收节点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-11T21:05:00.000Z CoreWeave·IREN 주가 하락 압력…마이크로소프트, 컴퓨팅 계약 재검토 https://slicast.com/article/grbyr1 Slicast en 2026-11-11T21:04:00.000Z Anthropic IPO oversubscribed several times ahead of record $90 billion listing https://slicast.com/zh/article/grbyr1 Slicast zh-cn 2026-11-11T21:04:00.000Z Anthropic IPO 路演多倍超额认购,目标估值逾 $1.4 万亿,定价 11/18、开盘 11/19 https://slicast.com/ko/article/grbyr1 Slicast ko 2026-11-11T21:04:00.000Z Anthropic IPO, 대형 상장 앞두고 청약 수요 수 배 초과... 900억 달러 규모 기록 경신 전망 https://slicast.com/article/czmx9w Slicast en 2026-11-11T21:03:00.000Z Nebius Stock (NBIS https://slicast.com/zh/article/czmx9w Slicast zh-cn 2026-11-11T21:03:00.000Z Nebius 今日盘前公布 Q3 财报,市场预期营收 $9.70 亿(同比+563%),期权隐含波动率达 17% https://slicast.com/ko/article/czmx9w Slicast ko 2026-11-11T21:03:00.000Z Nebius 주가 (NBIS https://slicast.com/article/1p41w7p Slicast en 2026-11-11T21:02:00.000Z Micron Soars 10%, SK Hynix Up 9% as CoreWeave Raises Outlook on "A Breakout Quarter" https://slicast.com/zh/article/1p41w7p Slicast zh-cn 2026-11-11T21:02:00.000Z CoreWeave 财报引爆 Neocloud 全线反弹:Nebius +15%、Oracle +9%、Micron +10%、AMD +8% https://slicast.com/ko/article/1p41w7p Slicast ko 2026-11-11T21:02:00.000Z Micron 10% 급등, SK하이닉스 9% 상승… CoreWeave, "돌파구 같은 분기"에 실적 전망 상향 https://slicast.com/commentary/oracle-2026-11-11 Slicast en 2026-11-11T21:00:13.349Z Oracle OCI: $20 Billion Capital Raise, AI Infrastructure Buildout, and Contract Headwinds, November 2026 https://slicast.com/zh/commentary/oracle-2026-11-11 Slicast zh-cn 2026-11-11T21:00:13.349Z 甲骨文OCI：200亿美元融资、AI基础设施扩张与合同逆风，2026年11月 https://slicast.com/article/1m1vrfy Slicast en 2026-11-11T20:50:00.000Z NextNRG Announces Nasdaq Delisting Determination; Trading https://slicast.com/zh/article/1m1vrfy Slicast zh-cn 2026-11-11T20:50:00.000Z NextNRG宣布纳斯达克退市决定；交易 https://slicast.com/ko/article/1m1vrfy Slicast ko 2026-11-11T20:50:00.000Z NextNRG, Nasdaq 상장폐지 결정 발표; 거래 https://slicast.com/commentary/intel-2026-11-11 Slicast en 2026-11-11T20:45:23.428Z Intel Stock, November 2026: +8% Rebound After a 53% Quarterly Decline https://slicast.com/zh/commentary/intel-2026-11-11 Slicast zh-cn 2026-11-11T20:45:23.428Z 英特尔股票2026年11月：季度跌幅53%背景下单日反弹8%的意义