https://slicast.com/article/frdefv Slicast en 2026-10-03T21:11:00.000Z 出口管制合规真空延续：特朗普新规迟迟未落地，数据中心全球选址承压 https://slicast.com/zh/article/frdefv Slicast zh-cn 2026-10-03T21:11:00.000Z 出口管制合规真空延续：特朗普新规迟迟未落地，数据中心全球选址承压 https://slicast.com/article/ceb9em Slicast en 2026-10-03T21:10:00.000Z Rothschild Redburn initiates sell ratings on CoreWeave/Nebius, citing unsustainable "VC-subsidized compute demand" https://slicast.com/zh/article/ceb9em Slicast zh-cn 2026-10-03T21:10:00.000Z Rothschild Redburn对CoreWeave/Nebius双发卖出，直指"VC供血型算力需求"不可持续 https://slicast.com/article/17uorfj Slicast en 2026-10-03T21:09:00.000Z Vantage Frontier Breaks Ground: $25B/1.4GW, Stargate/OpenAI's Largest Single AI Compute Facility in Texas https://slicast.com/zh/article/17uorfj Slicast zh-cn 2026-10-03T21:09:00.000Z Vantage Frontier园区破土：$250亿/1.4GW，Stargate/OpenAI德克萨斯最大单体算力项目 https://slicast.com/ko/article/17uorfj Slicast ko 2026-10-03T21:09:00.000Z Vantage Frontier 착공: $25B/1.4GW, Stargate/OpenAI의 텍사스 최대 단일 AI 컴퓨팅 시설 https://slicast.com/article/1ys9j5b Slicast en 2026-10-03T21:08:00.000Z Jefferies: Only 50% of US data centers scheduled for 2026 are under construction; 80% of 2028 pipeline has yet to break ground. https://slicast.com/zh/article/1ys9j5b Slicast zh-cn 2026-10-03T21:08:00.000Z Jefferies：美国2026数据中心仅半数在建，2028管线80%尚未破土 https://slicast.com/ko/article/1ys9j5b Slicast ko 2026-10-03T21:08:00.000Z 제프리스: 2026년 예정 미국 데이터센터의 50%만 건설 중이며, 2028년 파이프라인의 80%는 아직 착공하지 않았다. https://slicast.com/article/ny38zs Slicast en 2026-10-03T21:07:00.000Z Bain Report: AI Market Must Generate $6 Trillion in Annual Revenue by 2031 to Support Current Infrastructure Investment Momentum https://slicast.com/zh/article/ny38zs Slicast zh-cn 2026-10-03T21:07:00.000Z Bain报告：AI市场须在2031年每年产生$6万亿收入，方能支撑当前基础设施投资惯性 https://slicast.com/ko/article/ny38zs Slicast ko 2026-10-03T21:07:00.000Z Bain Report: AI 시장은 현 인프라 투자 모멘텀을 지탱하기 위해 2031년까지 연간 $6 조 수익 창출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin enters full-scale mass production, SK Hynix/Samsung/Micron vie for 16-layer HBM4 supply contracts https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin进入全面量产，SK Hynix/Samsung/Micron争夺16层HBM4供货大单 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-03T21:06:00.000Z NVIDIA Vera Rubin 본격 양산 진입, SK Hynix/Samsung/Micron 16층 HBM4 공급 계약 놓고 경쟁 https://slicast.com/article/5vf9pd Slicast en 2026-10-03T21:05:00.000Z Anthropic IPO reportedly pushed to November with $2 trillion valuation target for largest IPO on record https://slicast.com/zh/article/5vf9pd Slicast zh-cn 2026-10-03T21:05:00.000Z Anthropic IPO据报道或推至11月，$2万亿目标估值剑指史上最大上市 https://slicast.com/ko/article/5vf9pd Slicast ko 2026-10-03T21:05:00.000Z Anthropic IPO 11월로 미루어진 것으로 전해져, 2조 달러 밸류에이션 목표로 사상 최대 규모 IPO 달성 https://slicast.com/article/b1cma8 Slicast en 2026-10-03T21:04:00.000Z Nscale NYSE IPO countdown: $35 billion valuation, $3.36 billion convertible bonds in place, Microsoft+Anthropic anchor $88.2 billion announcement-level contracts https://slicast.com/zh/article/b1cma8 Slicast zh-cn 2026-10-03T21:04:00.000Z Nscale NYSE IPO倒计时：$350亿估值、$33.6亿可转债到位，Microsoft+Anthropic锚定$882亿声明级合同 https://slicast.com/ko/article/b1cma8 Slicast ko 2026-10-03T21:04:00.000Z Nscale NYSE IPO 카운트다운: $35 billion 기업가치 평가, $3.36 billion 전환사채 확보, Microsoft+Anthropic 앵커 $88.2 billion 공시 수준 계약 https://slicast.com/article/3g4rec Slicast en 2026-10-03T21:03:00.000Z Alphabet raised 2026 capital expenditure by approximately $15 billion to $195-205 billion, shifting toward third-party computing capacity to fill capacity gaps. https://slicast.com/zh/article/3g4rec Slicast zh-cn 2026-10-03T21:03:00.000Z Alphabet上调2026资本开支约$150亿至$1950~2050亿，转向依赖第三方算力弥补容量缺口 https://slicast.com/ko/article/3g4rec Slicast ko 2026-10-03T21:03:00.000Z Alphabet이 2026 자본 지출을 약 $15 billion 인상하여 $195-205 billion으로 확대했으며, 용량 부족을 메우기 위해 제삼자 컴퓨팅 용량으로 전환하고 있습니다. https://slicast.com/article/k7byuf Slicast en 2026-10-03T21:02:00.000Z Nebius raises GPU prices 17-21% across the board, simultaneously acquires Israeli inference-optimization startup Inferize https://slicast.com/zh/article/k7byuf Slicast zh-cn 2026-10-03T21:02:00.000Z Nebius GPU全线涨价17~21%，同步收购以色列推理优化初创Inferize https://slicast.com/ko/article/k7byuf Slicast ko 2026-10-03T21:02:00.000Z Nebius GPU 가격 17-21% 인상, 동시에 이스라엘 추론 최적화 스타트업 Inferize 인수 https://slicast.com/article/1wbyy08 Slicast en 2026-10-03T21:01:00.000Z Micron FY2026 Breaks All Records: Q4 Quarterly Revenue $54.2 Billion, Annual Revenue $133.2 Billion, +256% Year-over-Year https://slicast.com/zh/article/1wbyy08 Slicast zh-cn 2026-10-03T21:01:00.000Z Micron FY2026打破所有纪录：Q4单季营收$542亿，全年$1332亿同比+256% https://slicast.com/ko/article/1wbyy08 Slicast ko 2026-10-03T21:01:00.000Z Micron FY2026 역대 최고 성과: Q4 분기 매출 $54.2 Billion, 연간 매출 $133.2 Billion, 전년 대비 +256% https://slicast.com/commentary/xai-2026-10-03 Slicast en 2026-10-03T20:26:43.197Z Why Memphis May Pause xAI's Colossus as Its GPU Count Targets 1.44 Million https://slicast.com/zh/commentary/xai-2026-10-03 Slicast zh-cn 2026-10-03T20:26:43.197Z 孟菲斯拟暂停数据中心建设，xAI Colossus年底冲刺144万枚GPU，2026年10月 https://slicast.com/brief/2026-10-04 Slicast en 2026-10-03T20:14:41.477Z Latest AI Infrastructure News: October 4, 2026 https://slicast.com/zh/brief/2026-10-04 Slicast zh-cn 2026-10-03T20:14:41.477Z AI 基础设施新闻早报 · 2026年10月4日 https://slicast.com/ko/brief/2026-10-04 Slicast ko 2026-10-03T20:14:41.477Z 최신 AI 인프라 뉴스 · 2026년 10월 4일 https://slicast.com/article/1agewgw Slicast en 2026-10-03T19:46:36.000Z Bitcoin miners exploring AI compute infrastructure as new revenue stream beyond cryptocurrency. https://slicast.com/zh/article/1agewgw Slicast zh-cn 2026-10-03T19:46:36.000Z 比特币矿工正探索AI计算基础设施作为加密挖矿之外的新收入来源。 https://slicast.com/ko/article/1agewgw Slicast ko 2026-10-03T19:46:36.000Z 비트코인 채굴자들이 암호화폐를 초월한 새로운 수익원으로 AI 컴퓨팅 인프라를 모색 중이다. https://slicast.com/article/1mk98sg Slicast en 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU) positioned as nuclear investment alternative to Oklo and NuScale for AI data center power. https://slicast.com/zh/article/1mk98sg Slicast zh-cn 2026-10-03T18:46:00.000Z Centrus Energy（纽交所：LEU）作为AI数据中心电力的核能投资选项，相比Oklo和NuScale。 https://slicast.com/ko/article/1mk98sg Slicast ko 2026-10-03T18:46:00.000Z Centrus Energy (NYSE: LEU)는 AI 데이터센터 전력을 위한 Oklo 및 NuScale에 대한 핵 투자 대안으로 포지셔닝됩니다. https://slicast.com/article/mb2a4s Slicast en 2026-10-03T17:21:30.000Z Nebius stock surges 193% into year-end as Nvidia holds 9.3% stake and company integrates Tel Aviv software acquisition. https://slicast.com/zh/article/mb2a4s Slicast zh-cn 2026-10-03T17:21:30.000Z Nebius股票年终前上涨193%，英伟达持有9.3%股份，公司整合特拉维夫软件收购。 https://slicast.com/ko/article/mb2a4s Slicast ko 2026-10-03T17:21:30.000Z Nvidia가 9.3% 지분을 보유하고 회사가 Tel Aviv 소프트웨어 인수를 통합함에 따라 Nebius 주가가 연말까지 193% 급등했다. https://slicast.com/article/1r6cx3j Slicast en 2026-10-03T15:35:30.000Z Broadcom positioned as Wall Street's favorite AI growth play through custom silicon, networking, and Tomahawk interconnect. https://slicast.com/zh/article/1r6cx3j Slicast zh-cn 2026-10-03T15:35:30.000Z Broadcom因自定义芯片、网络和Tomahawk互联产品被定位为AI增长的华尔街宠股。 https://slicast.com/ko/article/1r6cx3j Slicast ko 2026-10-03T15:35:30.000Z Broadcom은 커스텀 실리콘, 네트워킹, Tomahawk 인터커넥트를 통해 Wall Street가 가장 선호하는 AI 성장주로 포지셔닝되어 있다. https://slicast.com/article/i0lmph Slicast en 2026-10-03T15:27:26.000Z Memphis city council faces final vote on data center pause with rallies explicitly targeting Elon Musk's xAI Colossus facility. https://slicast.com/zh/article/i0lmph Slicast zh-cn 2026-10-03T15:27:26.000Z 孟菲斯市议会面临最终数据中心暂停投票，抗议明确针对埃隆·马斯克的xAI Colossus设施。 https://slicast.com/ko/article/i0lmph Slicast ko 2026-10-03T15:27:26.000Z Memphis 시의회가 데이터센터 일시 중단에 관한 최종 투표를 앞두고 있으며, Elon Musk의 xAI Colossus 시설을 명시적으로 겨냥하는 집회가 열리고 있다. https://slicast.com/article/1rwg2j7 Slicast en 2026-10-03T15:11:51.000Z Bloom Energy's solid oxide fuel cell pitch for AI data center power receives mixed Wall Street analyst reception. https://slicast.com/zh/article/1rwg2j7 Slicast zh-cn 2026-10-03T15:11:51.000Z Bloom Energy固体氧化物燃料电池作为AI数据中心电力获得华尔街分析师的混合评价。 https://slicast.com/ko/article/1rwg2j7 Slicast ko 2026-10-03T15:11:51.000Z Bloom Energy의 AI 데이터센터 전력용 고체산화물 연료전지 제안이 Wall Street 분석가들로부터 엇갈린 반응을 받고 있다. https://slicast.com/article/l6b8q5 Slicast en 2026-10-03T15:00:00.000Z Direct liquid cooling becomes essential specification for data centers running high-power AI accelerators like NVIDIA Blackwell. https://slicast.com/zh/article/l6b8q5 Slicast zh-cn 2026-10-03T15:00:00.000Z 直接液冷却对数据中心部署运行NVIDIA Blackwell等高功率AI加速器已成关键规范。 https://slicast.com/ko/article/l6b8q5 Slicast ko 2026-10-03T15:00:00.000Z NVIDIA Blackwell 같은 고성능 AI 가속기를 운영하는 데이터 센터에서 직접 액체 냉각이 필수 사양이 된다. https://slicast.com/article/139cvt6 Slicast en 2026-10-03T14:50:50.000Z Elon Musk confirms discussions with TSMC on multiple Terafab chipmaking collaboration and foundry opportunities. https://slicast.com/zh/article/139cvt6 Slicast zh-cn 2026-10-03T14:50:50.000Z 埃隆·马斯克证实与TSMC就Terafab芯片制造和代工多项合作机会的讨论。 https://slicast.com/ko/article/139cvt6 Slicast ko 2026-10-03T14:50:50.000Z 엘론 머스크가 TSMC와의 다양한 테라팹 칩 제조 협업 및 파운드리 기회에 대한 협의를 확인했다. https://slicast.com/article/1v5xnjl Slicast en 2026-10-03T14:31:26.000Z OpenAI spending $500,000 daily investigating security breach impacting internal systems and infrastructure. https://slicast.com/zh/article/1v5xnjl Slicast zh-cn 2026-10-03T14:31:26.000Z OpenAI每日支出$500,000调查影响内部系统基础设施的安全漏洞。 https://slicast.com/ko/article/1v5xnjl Slicast ko 2026-10-03T14:31:26.000Z OpenAI가 내부 시스템과 인프라에 영향을 미치는 보안 침해를 조사하기 위해 매일 $500,000을 지출하고 있다. https://slicast.com/article/1gviofs Slicast en 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB launches at $4,999 with 128GB model jumping to $6,950 due to HBM supply constraints. https://slicast.com/zh/article/1gviofs Slicast zh-cn 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB以$4,999推出，128GB型号因HBM供应限制升至$6,950。 https://slicast.com/ko/article/1gviofs Slicast ko 2026-10-03T14:12:17.000Z NVIDIA DGX Spark 64GB는 $4,999에 출시되며, 128GB 모델은 HBM 공급 제약으로 인해 $6,950으로 상향된다. https://slicast.com/article/1fdgaqp Slicast en 2026-10-03T13:58:43.000Z Together AI advances low-cost open-model inference infrastructure and team collaboration productivity tools. https://slicast.com/zh/article/1fdgaqp Slicast zh-cn 2026-10-03T13:58:43.000Z Together AI推进低成本开源模型推断基础设施和团队协作生产力工具。 https://slicast.com/ko/article/1fdgaqp Slicast ko 2026-10-03T13:58:43.000Z Together AI는 저비용 오픈 모델 추론 인프라와 팀 협업 생산성 도구를 선도합니다. https://slicast.com/article/12h1224 Slicast en 2026-10-03T13:51:00.000Z Cameco pursues Saskatchewan provincial reactor mandate for data center power as RBC lifts price target to $130. https://slicast.com/zh/article/12h1224 Slicast zh-cn 2026-10-03T13:51:00.000Z Cameco争取萨斯喀彻温省反应堆授权作为数据中心电力，RBC将价格目标提升至$130。 https://slicast.com/ko/article/12h1224 Slicast ko 2026-10-03T13:51:00.000Z Cameco, 데이터센터 전력용 Saskatchewan 주 원자로 위임 추진; RBC 목표가 $130으로 상향 https://slicast.com/article/2ap4zi Slicast en 2026-10-03T13:51:00.000Z Cameco's data center nuclear pipeline fully stocked but market awaits disclosed contract volumes and timeline. https://slicast.com/zh/article/2ap4zi Slicast zh-cn 2026-10-03T13:51:00.000Z Cameco数据中心核电管道库存充足但市场等待披露的合同数量和时间表。 https://slicast.com/ko/article/2ap4zi Slicast ko 2026-10-03T13:51:00.000Z Cameco의 데이터센터 원자력 파이프라인이 완전히 갖춰졌으나, 시장은 공개된 계약 규모와 일정을 기다리고 있다. https://slicast.com/article/19h11y6 Slicast en 2026-10-03T13:45:17.000Z CanSemi raises $1.12 billion in Shenzhen IPO with extraordinary 2,360x oversubscription. https://slicast.com/zh/article/19h11y6 Slicast zh-cn 2026-10-03T13:45:17.000Z CanSemi在深圳IPO融资$1.12亿美元，获得2,360倍超额认购。 https://slicast.com/ko/article/19h11y6 Slicast ko 2026-10-03T13:45:17.000Z CanSemi가 선전 IPO에서 $1.12 billion을 조성했으며 비상적인 2,360배 공모 과매수를 기록했다. https://slicast.com/article/1owrdam Slicast en 2026-10-03T13:27:40.000Z China's ChangXin Memory Technologies (CXMT) plans $8.5 billion IPO as Micron stock crashes below $910. https://slicast.com/zh/article/1owrdam Slicast zh-cn 2026-10-03T13:27:40.000Z 中国ChangXin Memory Technologies（CXMT）计划融资$8.5亿IPO，Micron股价跌破$910。 https://slicast.com/ko/article/1owrdam Slicast ko 2026-10-03T13:27:40.000Z 중국의 ChangXin Memory Technologies (CXMT)가 $8.5 billion IPO를 계획하는 가운데 Micron 주가가 $910 아래로 급락했다. https://slicast.com/article/2cno4f Slicast en 2026-10-03T13:10:00.000Z AI agents now consume 5x more tokens than humans on OpenRouter, with usage growing 14x since February 2026. https://slicast.com/zh/article/2cno4f Slicast zh-cn 2026-10-03T13:10:00.000Z 根据OpenRouter数据，AI代理现消耗比人类多5倍的令牌，自二月以来增长14倍。 https://slicast.com/ko/article/2cno4f Slicast ko 2026-10-03T13:10:00.000Z AI 에이전트는 OpenRouter에서 인간보다 토큰을 5배 더 많이 소비하고 있으며, 2026년 2월 이후 사용량이 14배 증가했습니다. https://slicast.com/article/1uhnz1p Slicast en 2026-10-03T13:04:15.000Z Intel faces severe supply squeeze as AI server demand outpaces available Xeon production capacity. https://slicast.com/zh/article/1uhnz1p Slicast zh-cn 2026-10-03T13:04:15.000Z Intel面临严重供应挤压，AI服务器需求超过Xeon可用产能。 https://slicast.com/ko/article/1uhnz1p Slicast ko 2026-10-03T13:04:15.000Z AI 서버 수요가 이용 가능한 Xeon 생산 용량을 초과하면서 인텔이 심각한 공급 부족에 직면하고 있다. https://slicast.com/article/1pxfzqn Slicast en 2026-10-03T13:03:00.000Z Uranium prices break 19-year record yet GE Vernova, NuScale, and Cameco nuclear stocks simultaneously collapse. https://slicast.com/zh/article/1pxfzqn Slicast zh-cn 2026-10-03T13:03:00.000Z 铀价格创19年新高，但GE Vernova、NuScale和Cameco核电股股价同步下跌。 https://slicast.com/ko/article/1pxfzqn Slicast ko 2026-10-03T13:03:00.000Z 우라늄 가격이 19년 최고 기록을 경신했으나 GE Vernova, NuScale, Cameco 원자력 주식은 동시에 급락했다. https://slicast.com/article/2s33e2 Slicast en 2026-10-03T13:00:00.000Z Seattle's data center moratorium remains in effect but new projects proceed through permitting loopholes. https://slicast.com/zh/article/2s33e2 Slicast zh-cn 2026-10-03T13:00:00.000Z 西雅图数据中心暂停继续但新项目通过许可漏洞继续推进。 https://slicast.com/ko/article/2s33e2 Slicast ko 2026-10-03T13:00:00.000Z 시애틀의 데이터센터 모라토리움은 계속 유효하나 신규 프로젝트들은 허가 절차 허점을 통해 진행되고 있다. https://slicast.com/article/sc5ain Slicast en 2026-10-03T11:15:00.000Z California Attorney General subpoenas OpenAI regarding unauthorized hacking incidents by its AI agents; establishes developer legal accountability for model misuse. https://slicast.com/zh/article/sc5ain Slicast zh-cn 2026-10-03T11:15:00.000Z 加州司法部长就OpenAI AI代理进行的未授权黑客入侵向其发出传票，确立开发者对模型滥用的法律责任。 https://slicast.com/article/genmk2 Slicast en 2026-10-03T11:05:00.000Z Nvidia-backed Nscale's UK 'largest AI supercomputer' faces years of delay due to insufficient power grid capacity to support its data centers. https://slicast.com/zh/article/genmk2 Slicast zh-cn 2026-10-03T11:05:00.000Z 英伟达支持的Nscale英国最大AI超级计算机因电网容量不足而面临多年延迟。 https://slicast.com/ko/article/genmk2 Slicast ko 2026-10-03T11:05:00.000Z Nvidia가 지원하는 Nscale의 UK '최대 규모 AI 슈퍼컴퓨터'가 데이터 센터를 지원할 불충분한 전력망 용량으로 인해 수년간의 지연에 직면하고 있다. https://slicast.com/article/1nq4y5c Slicast en 2026-10-03T10:50:00.000Z Amazon Web Services commits $1 billion over five years to address community concerns near its data centers, including education and local issues. https://slicast.com/zh/article/1nq4y5c Slicast zh-cn 2026-10-03T10:50:00.000Z 亚马逊网络服务承诺在五年内投入10亿美元解决其数据中心附近社区关切的问题，包括教育和本地事务。 https://slicast.com/ko/article/1nq4y5c Slicast ko 2026-10-03T10:50:00.000Z Amazon Web Services는 데이터센터 인근 지역사회의 우려에 대응하기 위해 5년간 $1 billion을 투입하며, 교육 및 지역 문제를 포함합니다. https://slicast.com/article/w45a97 Slicast en 2026-10-03T10:35:24.000Z ASML CEO warns that stringent export controls on semiconductor manufacturing equipment to China risk enabling Beijing to develop competing chip-equipment vendors. https://slicast.com/zh/article/w45a97 Slicast zh-cn 2026-10-03T10:35:24.000Z ASML首席执行官警告，对华芯片制造设备出口管制过度可能促使中国开发竞争对手设备厂商。 https://slicast.com/ko/article/w45a97 Slicast ko 2026-10-03T10:35:24.000Z ASML CEO가 중국 반도체 제조 장비 수출 통제 강화가 베이징의 경쟁 칩 장비 업체 개발을 초래할 위험을 경고했다. https://slicast.com/article/1c0x6a5 Slicast en 2026-10-03T10:29:39.000Z Core Scientific writes off $1.1 billion in Bitcoin mining assets as the company pivots to AI infrastructure operations. https://slicast.com/zh/article/1c0x6a5 Slicast zh-cn 2026-10-03T10:29:39.000Z Core Scientific核销11亿美元比特币挖矿资产，公司转向AI基础设施运营。 https://slicast.com/ko/article/1c0x6a5 Slicast ko 2026-10-03T10:29:39.000Z Core Scientific이 AI 인프라 운영으로 사업을 전환하면서 비트코인 채굴 자산 $1.1 billion을 손각합니다. https://slicast.com/article/csyq69 Slicast en 2026-10-03T10:03:24.000Z Major hyperscalers (Microsoft, Meta, Oracle, Amazon) are shifting AI infrastructure capex off balance sheet through alternative financing structures as credit markets scrutinize the spending boom. https://slicast.com/zh/article/csyq69 Slicast zh-cn 2026-10-03T10:03:24.000Z 主要超大规模计算商（微软、Meta、甲骨文、亚马逊）通过替代融资结构将AI基础设施资本支出转移至资产负债表外，因信贷市场审视支出激增。 https://slicast.com/ko/article/csyq69 Slicast ko 2026-10-03T10:03:24.000Z 주요 하이퍼스케일러(Microsoft, Meta, Oracle, Amazon)는 신용 시장이 지출 붐을 정밀 검토함에 따라 대체 자금 조달 구조를 통해 AI 인프라 자본 지출을 재무제표 외로 이전하고 있다. https://slicast.com/article/dnbetw Slicast en 2026-10-03T10:01:00.000Z Anthropic is planning an initial public offering in November, with a potential valuation of up to $100 billion. https://slicast.com/zh/article/dnbetw Slicast zh-cn 2026-10-03T10:01:00.000Z Anthropic计划11月进行首次公开募股，潜在估值可能达到1000亿美元。 https://slicast.com/ko/article/dnbetw Slicast ko 2026-10-03T10:01:00.000Z Anthropic은 11월 기업공개를 계획 중이며, 최대 $100 billion의 밸류에이션을 목표로 합니다. https://slicast.com/article/1szbtvm Slicast en 2026-10-03T09:59:00.000Z Consulting firms warn that as AI adoption spreads and costs fall, power demand from AI data centers could continue to climb despite efficiency improvements. https://slicast.com/zh/article/1szbtvm Slicast zh-cn 2026-10-03T09:59:00.000Z 咨询公司警告，随着AI采用扩散和成本下降，尽管效率提升，AI数据中心的电力需求可能持续上升。 https://slicast.com/ko/article/1szbtvm Slicast ko 2026-10-03T09:59:00.000Z 컨설팅 회사들은 AI 도입이 확산되고 비용이 하락함에 따라 효율 개선에도 불구하고 AI 데이터 센터의 전력 수요가 계속 상승할 수 있다고 경고한다. https://slicast.com/article/1uvvuo7 Slicast en 2026-10-03T09:11:14.000Z CXMT Corporation, a Chinese memory chip manufacturer, enters mass production, expanding domestic DRAM and HBM capacity. https://slicast.com/zh/article/1uvvuo7 Slicast zh-cn 2026-10-03T09:11:14.000Z 中国存储芯片制造商CXMT Corporation进入大规模生产，扩大国内DRAM和HBM产能。 https://slicast.com/ko/article/1uvvuo7 Slicast ko 2026-10-03T09:11:14.000Z 중국 메모리 칩 제조사 CXMT Corporation이 양산에 진입하여 국내 DRAM과 HBM 생산능력을 확대한다. https://slicast.com/article/1zogor Slicast en 2026-10-03T09:00:11.000Z California resident Greg Lui was arrested for allegedly smuggling $300 million worth of Nvidia AI servers to China in violation of U.S. export controls. https://slicast.com/zh/article/1zogor Slicast zh-cn 2026-10-03T09:00:11.000Z 加州居民Greg Lui因涉嫌向中国走私价值3亿美元的英伟达AI服务器违反美国出口管制而被捕。 https://slicast.com/ko/article/1zogor Slicast ko 2026-10-03T09:00:11.000Z 캘리포니아 주민 Greg Lui가 U.S. 수출 규제를 위반하여 Nvidia AI 서버 $300 million 상당을 중국으로 밀반출한 혐의로 체포되었습니다. https://slicast.com/article/5qjx9k Slicast en 2026-10-03T08:25:47.000Z SemiAnalysis podcast episode discusses competitive landscape of AI inference chips, including Google TPU v7, Vera Rubin architecture, and vendors Groq, Cerebras, and SambaNova. https://slicast.com/zh/article/5qjx9k Slicast zh-cn 2026-10-03T08:25:47.000Z SemiAnalysis播客讨论AI推理芯片竞争格局，包括谷歌TPU v7、Vera Rubin架构和Groq、Cerebras、SambaNova等厂商。 https://slicast.com/ko/article/5qjx9k Slicast ko 2026-10-03T08:25:47.000Z SemiAnalysis 팟캐스트 에피소드는 Google TPU v7, Vera Rubin 아키텍처, 그리고 Groq, Cerebras, SambaNova를 포함한 AI 추론 칩의 경쟁 환경을 다룬다. https://slicast.com/article/14q2b3s Slicast en 2026-10-03T08:05:00.000Z U.S. small modular reactors from vendors including GE Vernova, NuScale, Bloom Energy, and Cameco are positioned for their strongest year in 2026, driven by demand from AI data centers. https://slicast.com/zh/article/14q2b3s Slicast zh-cn 2026-10-03T08:05:00.000Z 包括GE Vernova、NuScale、Bloom Energy和Cameco在内的美国小型模块化反应堆预计2026年表现最强，由AI数据中心需求驱动。 https://slicast.com/ko/article/14q2b3s Slicast ko 2026-10-03T08:05:00.000Z GE Vernova, NuScale, Bloom Energy, Cameco를 포함한 미국 소형 모듈식 원자로 업체들은 AI 데이터 센터 수요에 힘입어 2026년이 최고의 한 해가 될 것으로 전망된다. https://slicast.com/article/13bct5n Slicast en 2026-10-03T08:03:45.000Z Microsoft and Chevron have signed a 20-year power purchase agreement to supply electricity to a Microsoft data center in Texas. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-03T08:03:45.000Z 微软和雪佛龙签署20年购电协议，向微软德州数据中心供电。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-03T08:03:45.000Z Microsoft와 Chevron이 텍사스의 Microsoft 데이터 센터에 전기를 공급하는 20년 전력 구매 계약을 체결했습니다. https://slicast.com/article/wmmb4h Slicast en 2026-10-03T07:47:59.000Z European renewable deployment will exceed 80% zero-carbon power by 2030, even as renewable targets face deployment delays. https://slicast.com/zh/article/wmmb4h Slicast zh-cn 2026-10-03T07:47:59.000Z 欧洲可再生能源部署到2030年零碳电力占比将超过80%，尽管可再生能源部署进度落后于预期。 https://slicast.com/ko/article/wmmb4h Slicast ko 2026-10-03T07:47:59.000Z 유럽의 재생에너지 배포는 2030년까지 80% 무탄소 전력을 초과할 것으로 예상되지만, 재생에너지 목표는 배포 지연에 직면해 있다. https://slicast.com/article/193mdnb Slicast en 2026-10-03T07:40:35.000Z Alberta is the primary focus for near-term AI and high-performance computing data centers using a bring-your-own-generation model with dedicated natural-gas power. https://slicast.com/zh/article/193mdnb Slicast zh-cn 2026-10-03T07:40:35.000Z 阿尔伯塔是近期AI和高性能计算数据中心的主要目标，采用自带发电模式的天然气电力。 https://slicast.com/ko/article/193mdnb Slicast ko 2026-10-03T07:40:35.000Z Alberta는 자체 발전 모델과 전용 천연가스 전력을 사용하는 단기 AI 및 고성능 컴퓨팅 데이터센터의 주요 초점입니다. https://slicast.com/article/o19ovb Slicast en 2026-10-03T07:26:28.000Z Neocloud PaleBlueDot AI raised $200 million in Series C funding at a $3.2 billion post-money valuation. https://slicast.com/zh/article/o19ovb Slicast zh-cn 2026-10-03T07:26:28.000Z 新云计算企业PaleBlueDot AI在C轮融资中筹集2亿美元，估值达32亿美元。 https://slicast.com/ko/article/o19ovb Slicast ko 2026-10-03T07:26:28.000Z Neocloud PaleBlueDot AI는 Series C 펀딩에서 2억 달러를 조달했으며, 투자 후 기업 가치는 32억 달러이다. https://slicast.com/article/1ky5v52 Slicast en 2026-10-03T07:24:58.000Z G42 plans a 10,000-GPU AI compute expansion in the Middle East. https://slicast.com/zh/article/1ky5v52 Slicast zh-cn 2026-10-03T07:24:58.000Z G42计划在中东部署1万块GPU的AI计算扩展。 https://slicast.com/ko/article/1ky5v52 Slicast ko 2026-10-03T07:24:58.000Z G42가 중동에서 10,000-GPU AI 컴퓨팅 확장을 계획하고 있습니다. https://slicast.com/article/81wr08 Slicast en 2026-10-03T07:00:06.000Z A California technology executive was arrested for allegedly smuggling $300 million worth of Nvidia AI chips to China in violation of US export controls. https://slicast.com/zh/article/81wr08 Slicast zh-cn 2026-10-03T07:00:06.000Z 一名加州科技高管因违反美国出口管制向中国走私价值3亿美元的英伟达AI芯片而被逮捕。 https://slicast.com/ko/article/81wr08 Slicast ko 2026-10-03T07:00:06.000Z 캘리포니아의 기술 회사 임원이 미국 수출 규제를 위반하여 3억 달러 규모의 Nvidia AI 칩을 중국으로 밀반출한 혐의로 체포됐다. https://slicast.com/article/1fffdwm Slicast en 2026-10-03T06:31:17.000Z SK Hynix is evaluating funding options for Solidigm (Intel's memory subsidiary) as HBM demand reshapes DRAM capacity allocations. https://slicast.com/zh/article/1fffdwm Slicast zh-cn 2026-10-03T06:31:17.000Z SK海力士评估对英特尔内存子公司Solidigm的融资选项，因HBM需求重塑DRAM容量分配。 https://slicast.com/ko/article/1fffdwm Slicast ko 2026-10-03T06:31:17.000Z SK Hynix는 HBM 수요가 DRAM 용량 배분을 재편하면서 Solidigm(Intel의 메모리 자회사)에 대한 자금 조달 방안을 검토 중이다. https://slicast.com/article/844pdm Slicast en 2026-10-03T05:36:00.000Z Data center projects face intensifying community and regulatory backlash globally as AI workload power demands strain local electricity grids and raise environmental concerns. https://slicast.com/zh/article/844pdm Slicast zh-cn 2026-10-03T05:36:00.000Z AI电力需求激增引发全球数据中心项目的社区和监管反弹，当地电网和环保压力加大。 https://slicast.com/ko/article/844pdm Slicast ko 2026-10-03T05:36:00.000Z 데이터센터 프로젝트들이 전 세계적으로 지역사회와 규제 당국의 심화되는 반발에 직면하고 있으며, AI 워크로드 전력 수요가 지역 전력망에 부담을 주고 환경 우려를 가중시키고 있다. https://slicast.com/article/10mi5sy Slicast en 2026-10-03T05:21:56.000Z Amazon committed $1 billion toward community initiatives and investments in response to growing backlash against data center environmental and grid-impact concerns. https://slicast.com/zh/article/10mi5sy Slicast zh-cn 2026-10-03T05:21:56.000Z 亚马逊承诺投入10亿美元用于社区计划和投资，以应对数据中心的环保和电网影响引发的反弹。 https://slicast.com/ko/article/10mi5sy Slicast ko 2026-10-03T05:21:56.000Z Amazon이 데이터센터의 환경 및 전력망 영향 우려에 대한 점증하는 반발에 대응하여 지역사회 이니셔티브 및 투자를 위해 $1 billion을 약정했다. https://slicast.com/article/1yg8qcj Slicast en 2026-10-03T04:48:41.000Z OpenAI's custom Jalapeño ASIC deployment chose AMD's EPYC Turin processors over Nvidia's Vera Rubin accelerators for its inference workloads. https://slicast.com/zh/article/1yg8qcj Slicast zh-cn 2026-10-03T04:48:41.000Z OpenAI的Jalapeño架构部署采用AMD的EPYC Turin处理器而非英伟达Vera Rubin加速器进行推理。 https://slicast.com/ko/article/1yg8qcj Slicast ko 2026-10-03T04:48:41.000Z OpenAI의 커스텀 Jalapeño ASIC 배포는 추론 워크로드를 위해 Nvidia의 Vera Rubin 가속기 대신 AMD의 EPYC Turin 프로세서를 선택했다. https://slicast.com/article/al4fkh Slicast en 2026-10-03T04:36:00.000Z Macquarie Technology Group's new Sydney AI data center facility is now operational and attracting investor interest. https://slicast.com/zh/article/al4fkh Slicast zh-cn 2026-10-03T04:36:00.000Z 麦格理科技集团位于悉尼的新AI数据中心设施已投入运营，吸引投资者关注。 https://slicast.com/ko/article/al4fkh Slicast ko 2026-10-03T04:36:00.000Z Macquarie Technology Group의 새로운 Sydney AI 데이터센터 시설이 현재 운영 중이며 투자자 관심을 끌고 있습니다. https://slicast.com/article/xlogtx Slicast en 2026-10-03T04:35:00.000Z Regional Queensland is becoming a focus for hyperscale AI data center campus development, raising questions about incumbent Australian property company Dexus's competitive position. https://slicast.com/zh/article/xlogtx Slicast zh-cn 2026-10-03T04:35:00.000Z 昆士兰地区成为超大规模AI数据中心校园开发的焦点，引发对澳洲房地产公司Dexus竞争地位的疑问。 https://slicast.com/ko/article/xlogtx Slicast ko 2026-10-03T04:35:00.000Z Queensland 지역이 초대형 AI 데이터 센터 캠퍼스 개발의 주요 대상지로 떠오르고 있으며, 호주의 기존 부동산 회사 Dexus의 경쟁적 지위에 대한 의문이 대두되고 있다. https://slicast.com/article/sq6eh2 Slicast en 2026-10-03T04:33:10.000Z Japan's JERA (major utility) and Dell are jointly planning a data center campus in the Greater Tokyo area. https://slicast.com/zh/article/sq6eh2 Slicast zh-cn 2026-10-03T04:33:10.000Z 日本主要电力企业JERA与戴尔联合规划大东京地区的数据中心校园。 https://slicast.com/ko/article/sq6eh2 Slicast ko 2026-10-03T04:33:10.000Z 일본의 JERA(주요 전력사)와 Dell이 Greater Tokyo 지역에 데이터센터 캠퍼스를 공동으로 계획하고 있습니다. https://slicast.com/article/1ei4nkx Slicast en 2026-10-03T04:18:48.000Z Nvidia unveiled Rubin, an inference accelerator promising up to 10x reduction in inference costs compared to prior generations. https://slicast.com/zh/article/1ei4nkx Slicast zh-cn 2026-10-03T04:18:48.000Z 英伟达推出Rubin推理加速器，承诺相比前代产品降低推理成本10倍。 https://slicast.com/ko/article/1ei4nkx Slicast ko 2026-10-03T04:18:48.000Z Nvidia는 추론 가속기 Rubin을 공개했으며, 이전 세대 대비 추론 비용을 최대 10배 절감할 수 있다고 발표했다. https://slicast.com/article/efbfsg Slicast en 2026-10-03T04:00:00.000Z Cameco, Canada's major uranium producer, is capitalizing on demand for nuclear power to fuel AI and data center expansion. https://slicast.com/zh/article/efbfsg Slicast zh-cn 2026-10-03T04:00:00.000Z 加拿大主要铀生产商Cameco乘势利用核电需求来驱动AI和数据中心扩张。 https://slicast.com/ko/article/efbfsg Slicast ko 2026-10-03T04:00:00.000Z 캐나다의 주요 우라늄 생산업체인 Cameco는 AI와 데이터 센터 확장을 위한 원전 수요를 활용하고 있습니다. https://slicast.com/article/1qfwqic Slicast en 2026-10-03T03:40:52.000Z Greg Lui, a California tech entrepreneur, is accused by US authorities of smuggling $300 million in high-end AI servers and semiconductors to China. https://slicast.com/zh/article/1qfwqic Slicast zh-cn 2026-10-03T03:40:52.000Z 加州科技企业家Greg Lui被美国当局指控向中国走私3亿美元的高端AI服务器和半导体。 https://slicast.com/ko/article/1qfwqic Slicast ko 2026-10-03T03:40:52.000Z 캘리포니아 기술 기업가 Greg Lui가 $300 million 규모의 고급 AI 서버 및 반도체를 중국으로 밀수한 혐의로 미국 당국에 고발되었다. https://slicast.com/article/11sc27r Slicast en 2026-10-03T03:27:21.000Z Micron is expanding operations across four Taiwan sites, splitting wafer fab, HBM packaging, and testing work. https://slicast.com/zh/article/11sc27r Slicast zh-cn 2026-10-03T03:27:21.000Z Micron在台湾四个地点扩建，分别进行晶圆生产、HBM封装和测试。 https://slicast.com/ko/article/11sc27r Slicast ko 2026-10-03T03:27:21.000Z 마이크론이 타이완의 네 개 사이트에서 웨이퍼 팹, HBM 패키징, 테스트 업무를 분할하며 운영을 확대하고 있습니다. https://slicast.com/article/1o4p474 Slicast en 2026-10-03T03:25:28.000Z The US charges two Malaysia-based firms with smuggling $176 million in AI chips to China through transshipment networks. https://slicast.com/zh/article/1o4p474 Slicast zh-cn 2026-10-03T03:25:28.000Z 美国指控两家马来西亚公司通过转运网络向中国走私1.76亿美元AI芯片。 https://slicast.com/ko/article/1o4p474 Slicast ko 2026-10-03T03:25:28.000Z 미국이 환적 네트워크를 통해 중국으로 176백만 달러의 AI 칩을 밀수한 혐의로 말레이시아 소재 두 기업을 기소했다. https://slicast.com/article/d077vp Slicast en 2026-10-03T02:55:03.000Z AMD is positioning distributed computing as a solution to rising costs of agentic AI inference workloads. https://slicast.com/zh/article/d077vp Slicast zh-cn 2026-10-03T02:55:03.000Z AMD将分布式计算定位为应对智能体AI推理成本上升的方案。 https://slicast.com/ko/article/d077vp Slicast ko 2026-10-03T02:55:03.000Z AMD는 에이전트 AI 추론 워크로드의 비용 상승에 대한 솔루션으로 분산 컴퓨팅을 포지셔닝하고 있습니다. https://slicast.com/article/n0lqmc Slicast en 2026-10-03T02:16:47.000Z ABB launches specialized electrical power systems for AI data centers, attracting investor attention. https://slicast.com/zh/article/n0lqmc Slicast zh-cn 2026-10-03T02:16:47.000Z ABB推出专为AI数据中心设计的电力系统，吸引投资者关注。 https://slicast.com/ko/article/n0lqmc Slicast ko 2026-10-03T02:16:47.000Z ABB, AI 데이터센터 특화 전력 시스템 출시로 투자자 주목. https://slicast.com/article/ep5kg1 Slicast en 2026-10-03T02:06:00.000Z Cerebras shares drop 20% as reports surface that OpenAI is turning to NVIDIA for large-scale compute. https://slicast.com/zh/article/ep5kg1 Slicast zh-cn 2026-10-03T02:06:00.000Z Cerebras股价下跌20%，因报道称OpenAI转向英伟达获取大规模计算。 https://slicast.com/ko/article/ep5kg1 Slicast ko 2026-10-03T02:06:00.000Z OpenAI가 대규모 컴퓨팅을 위해 NVIDIA로 돌아서고 있다는 보도가 나오면서 Cerebras 주가가 20% 하락했다. https://slicast.com/article/p4b4bx Slicast en 2026-10-03T02:01:00.000Z Cathie Wood claims AI inference costs are dropping 99.99% year-over-year, signaling rapid pricing deflation. https://slicast.com/zh/article/p4b4bx Slicast zh-cn 2026-10-03T02:01:00.000Z Cathie Wood声称AI推理成本每年下降99.99%，预示推理定价快速通缩。 https://slicast.com/ko/article/p4b4bx Slicast ko 2026-10-03T02:01:00.000Z Cathie Wood는 AI 추론 비용이 전년 대비 99.99% 하락하고 있다고 주장하며, 빠른 가격 하락을 시사한다. https://slicast.com/article/1pnbdxo Slicast en 2026-10-03T01:40:46.000Z Oracle is pursuing nuclear power to fuel multi-GW AI data center buildout, exposing tensions between aggressive capex and grid constraints. https://slicast.com/zh/article/1pnbdxo Slicast zh-cn 2026-10-03T01:40:46.000Z Oracle在大型AI数据中心建设中追求核电，暴露激进资本支出与电网约束之间的矛盾。 https://slicast.com/ko/article/1pnbdxo Slicast ko 2026-10-03T01:40:46.000Z Oracle은 멀티 기가와트급 AI 데이터센터 구축을 위해 원자력 발전을 추진하고 있으며, 공격적 자본지출과 전력망 제약 사이의 긴장을 드러낸다. https://slicast.com/article/cl1a3l Slicast en 2026-10-03T01:27:44.000Z A California man faces criminal charges for illegally shipping Nvidia chips to China. https://slicast.com/zh/article/cl1a3l Slicast zh-cn 2026-10-03T01:27:44.000Z 一名加州男子因非法向中国运送英伟达芯片而面临刑事指控。 https://slicast.com/ko/article/cl1a3l Slicast ko 2026-10-03T01:27:44.000Z 캘리포니아 남성이 엔비디아 칩을 중국으로 불법 배송한 혐의로 형사 기소되었다. https://slicast.com/article/x121cj Slicast en 2026-10-03T01:27:00.000Z Anthropic targets a mega-IPO before Thanksgiving, seeking valuation at SpaceX scale. https://slicast.com/zh/article/x121cj Slicast zh-cn 2026-10-03T01:27:00.000Z Anthropic目标在感恩节前进行大型IPO，寻求与SpaceX相当的估值。 https://slicast.com/ko/article/x121cj Slicast ko 2026-10-03T01:27:00.000Z Anthropic이 추수감사절 전 메가 IPO를 추진하며 SpaceX 수준의 평가액을 추구 중이다. https://slicast.com/article/319zfz Slicast en 2026-10-03T01:24:39.000Z AMD and Intel raise chip prices 10% as TSMC manufacturing costs bite into margins. https://slicast.com/zh/article/319zfz Slicast zh-cn 2026-10-03T01:24:39.000Z AMD和Intel因台积电成本压力提高芯片价格10%。 https://slicast.com/ko/article/319zfz Slicast ko 2026-10-03T01:24:39.000Z AMD와 Intel이 TSMC 제조비용 증가로 반도체 가격을 10% 인상. https://slicast.com/article/syz9lj Slicast en 2026-10-03T00:31:01.000Z Biren has readied the BR20X GPU, tightening China's AI GPU competition with NVIDIA. https://slicast.com/zh/article/syz9lj Slicast zh-cn 2026-10-03T00:31:01.000Z Biren已准备好BR20X GPU，加强中国AI GPU对英伟达的竞争。 https://slicast.com/ko/article/syz9lj Slicast ko 2026-10-03T00:31:01.000Z Biren이 BR20X GPU를 완성해 중국의 AI GPU 시장에서 NVIDIA와의 경쟁을 심화시키고 있다. https://slicast.com/article/1jn9qjk Slicast en 2026-10-03T00:24:17.000Z SiMa.ai raises $150 million at a $1.45 billion valuation to scale its inference-chip platform. https://slicast.com/zh/article/1jn9qjk Slicast zh-cn 2026-10-03T00:24:17.000Z SiMa.ai融资1.5亿美元，估值14.5亿美元，用于扩展推理芯片平台。 https://slicast.com/ko/article/1jn9qjk Slicast ko 2026-10-03T00:24:17.000Z SiMa.ai가 $1.45 billion 기업가치로 평가받으며 $150 million을 모금해 추론 칩 플랫폼을 확대한다. https://slicast.com/article/zkt2c Slicast en 2026-10-03T00:07:21.000Z Bloom Energy's fuel cells are gaining adoption for AI data center power, with stock forecasts calling for a rise to $309. https://slicast.com/zh/article/zkt2c Slicast zh-cn 2026-10-03T00:07:21.000Z Bloom Energy燃料电池因应对AI数据中心电力需求而获关注，股票预测上涨至$309。 https://slicast.com/ko/article/zkt2c Slicast ko 2026-10-03T00:07:21.000Z Bloom Energy의 연료전지가 AI 데이터센터 전력용으로 도입이 확대되고 있으며, 주가 전망은 $309까지 상승을 예상하고 있습니다. https://slicast.com/article/1hxm6g9 Slicast en 2026-10-02T23:51:35.000Z Broadcom has lined up $60 billion in supplier financing to support hyperscaler and frontier-lab compute buildout. https://slicast.com/zh/article/1hxm6g9 Slicast zh-cn 2026-10-02T23:51:35.000Z Broadcom融资600亿美元支持超大规模计算商和前沿实验室计算建设。 https://slicast.com/ko/article/1hxm6g9 Slicast ko 2026-10-02T23:51:35.000Z Broadcom이 hyperscaler 및 frontier-lab 컴퓨팅 인프라 확충을 지원하기 위해 $60 billion의 공급업체 금융을 확보했다. https://slicast.com/article/1xiy1bm Slicast en 2026-10-02T23:33:10.000Z Applied Digital completes the Polaris Forge 1 expansion, adding AI compute capacity for hyperscalers. https://slicast.com/zh/article/1xiy1bm Slicast zh-cn 2026-10-02T23:33:10.000Z Applied Digital完成Polaris Forge 1扩建，为超大规模计算商增加AI计算容量。 https://slicast.com/ko/article/1xiy1bm Slicast ko 2026-10-02T23:33:10.000Z Applied Digital이 Polaris Forge 1 확장을 완료하여 하이퍼스케일러용 AI 컴퓨팅 용량을 추가했습니다. https://slicast.com/article/f197x1 Slicast en 2026-10-02T23:23:58.000Z Volantis raises $88 million for photonics-based interconnect to break AI's memory bottleneck. https://slicast.com/zh/article/f197x1 Slicast zh-cn 2026-10-02T23:23:58.000Z Volantis融资8800万美元用于光子互联突破AI内存瓶颈。 https://slicast.com/ko/article/f197x1 Slicast ko 2026-10-02T23:23:58.000Z Volantis, AI 메모리 병목 극복을 위한 포토닉스 기반 상호연결에 $88 million 모금 https://slicast.com/article/c3u06e Slicast en 2026-10-02T23:21:59.000Z OpenAI CEO Sam Altman clarifies that Cerebras remains a close partner with deep cooperation on frontier AI speed challenges. https://slicast.com/zh/article/c3u06e Slicast zh-cn 2026-10-02T23:21:59.000Z OpenAI CEO Sam Altman澄清Cerebras仍是密切合作伙伴，在前沿AI速度方面有深度合作。 https://slicast.com/ko/article/c3u06e Slicast ko 2026-10-02T23:21:59.000Z OpenAI CEO Sam Altman은 Cerebras가 최첨단 AI 속도 과제에서 깊은 협력을 통해 긴밀한 파트너로 남아있다고 밝혔습니다. https://slicast.com/article/1wpwyi5 Slicast en 2026-10-02T23:16:00.000Z Qualcomm is bidding for a larger share of the AI supply chain but faces market skepticism about its ability to compete with NVIDIA. https://slicast.com/zh/article/1wpwyi5 Slicast zh-cn 2026-10-02T23:16:00.000Z Qualcomm争取在AI供应链中扩大份额但面临市场对其与英伟达竞争能力的质疑。 https://slicast.com/ko/article/1wpwyi5 Slicast ko 2026-10-02T23:16:00.000Z Qualcomm은 AI 공급망 내 더 큰 점유율을 추구하고 있으나, NVIDIA와의 경쟁 능력을 놓고 시장의 회의론에 직면해 있다. https://slicast.com/article/13ik54x Slicast en 2026-10-02T23:06:56.000Z Bloom Energy is reportedly backing massive Panama-based AI data center projects, per RBC analysis. https://slicast.com/zh/article/13ik54x Slicast zh-cn 2026-10-02T23:06:56.000Z 据RBC分析，Bloom Energy支持巴拿马大型AI数据中心项目。 https://slicast.com/ko/article/13ik54x Slicast ko 2026-10-02T23:06:56.000Z RBC 분석에 따르면 Bloom Energy는 파나마 기반 대규모 AI 데이터 센터 프로젝트를 지원하는 것으로 알려졌습니다. https://slicast.com/article/1pgh3v7 Slicast en 2026-10-02T23:02:59.000Z RUM Group issues pre-funded warrant for up to 16.74M Class A shares to Tether in private placement. https://slicast.com/zh/article/1pgh3v7 Slicast zh-cn 2026-10-02T23:02:59.000Z RUM Group向Tether发行预融资权证，最多1674万A类股份，私募配售 https://slicast.com/ko/article/1pgh3v7 Slicast ko 2026-10-02T23:02:59.000Z RUM Group이 Tether에게 사모 방식으로 최대 16.74M Class A 주식에 대한 선증자 워런트 발행 https://slicast.com/article/12lf446 Slicast en 2026-10-02T23:01:20.000Z Senate permitting bill would accelerate data center and fossil fuel generation deployment across U.S. regions. https://slicast.com/zh/article/12lf446 Slicast zh-cn 2026-10-02T23:01:20.000Z 美国参议院许可证法案将加快数据中心和化石燃料发电设施在美国各地的部署 https://slicast.com/ko/article/12lf446 Slicast ko 2026-10-02T23:01:20.000Z 상원 허가 법안은 미국 전역에서 데이터 센터와 화석 연료 발전 배포를 가속화할 것입니다. https://slicast.com/article/1li6zhi Slicast en 2026-10-02T22:55:12.000Z Investor analysis examines potential OpenAI IPO timeline, valuation expectations, and capital implications for AI infrastructure buildout. https://slicast.com/zh/article/1li6zhi Slicast zh-cn 2026-10-02T22:55:12.000Z 投资者分析审视潜在的OpenAI IPO时间表、估值预期和AI基础设施建设的资本影响 https://slicast.com/ko/article/1li6zhi Slicast ko 2026-10-02T22:55:12.000Z 투자자 분석은 OpenAI IPO 일정, 밸류에이션 기대치, AI 인프라 구축의 자본 영향을 살펴본다. https://slicast.com/article/olr3ea Slicast en 2026-10-02T22:51:12.000Z OpenAI CEO Altman publicly reaffirms close partnership with Cerebras for AI inference workload optimization. https://slicast.com/zh/article/olr3ea Slicast zh-cn 2026-10-02T22:51:12.000Z OpenAI首席执行官Altman公开重申与Cerebras在AI推理工作负载优化方面的紧密合作伙伴关系 https://slicast.com/ko/article/olr3ea Slicast ko 2026-10-02T22:51:12.000Z OpenAI CEO Altman이 Cerebras와의 AI 추론 워크로드 최적화를 위한 긴밀한 파트너십을 공개적으로 재확인했다. https://slicast.com/article/kxynis Slicast en 2026-10-02T22:43:04.000Z Applied Digital announces progress on Polaris Forge 1 infrastructure; stock rises 5% on the update. https://slicast.com/zh/article/kxynis Slicast zh-cn 2026-10-02T22:43:04.000Z Applied Digital宣布Polaris Forge 1基础设施进展；股票上涨5% https://slicast.com/ko/article/kxynis Slicast ko 2026-10-02T22:43:04.000Z Applied Digital이 Polaris Forge 1 인프라 진전을 발표했으며, 주가가 5% 상승했다. https://slicast.com/article/l3yqpy Slicast en 2026-10-02T22:36:57.000Z Ant Group reduces AI inference costs by 20% via deployment of Chinese-manufactured semiconductor chips. https://slicast.com/zh/article/l3yqpy Slicast zh-cn 2026-10-02T22:36:57.000Z 蚂蚁集团通过部署中国制造半导体芯片，将AI推理成本降低20% https://slicast.com/ko/article/l3yqpy Slicast ko 2026-10-02T22:36:57.000Z Ant Group이 중국산 반도체 칩 배포를 통해 AI 추론 비용을 20% 절감했다. https://slicast.com/article/bkqx7d Slicast en 2026-10-02T22:36:13.000Z GRRR announces new data center infrastructure deal with $2B revenue potential in third major infrastructure contract within one month. https://slicast.com/zh/article/bkqx7d Slicast zh-cn 2026-10-02T22:36:13.000Z GRRR宣布新数据中心基础设施协议，收入潜力为20亿美元，为一个月内第三份主要基础设施合同 https://slicast.com/ko/article/bkqx7d Slicast ko 2026-10-02T22:36:13.000Z GRRR이 한 달 내 세 번째 주요 인프라 계약인 $2B 매출 잠재력의 신규 데이터센터 인프라 거래를 발표합니다. https://slicast.com/article/1db7cjd Slicast en 2026-10-02T22:26:47.000Z Microsoft may abandon its committed targets for renewable-energy-powered data centers due to practical grid and supply constraints. https://slicast.com/zh/article/1db7cjd Slicast zh-cn 2026-10-02T22:26:47.000Z 微软可能放弃其对可再生能源驱动数据中心的承诺目标，原因是实际电网和供应约束 https://slicast.com/ko/article/1db7cjd Slicast ko 2026-10-02T22:26:47.000Z Microsoft는 실무적 전력망 및 공급 제약으로 인해 재생에너지 기반 데이터센터 확약 목표를 포기할 수도 있습니다. https://slicast.com/article/134868r Slicast en 2026-10-02T22:16:00.000Z Firmus data center operator IPO faces investor skepticism over track record and valuation amid community opposition to data center development. https://slicast.com/zh/article/134868r Slicast zh-cn 2026-10-02T22:16:00.000Z Firmus数据中心运营商首次公开募股面临投资者对业绩记录和估值的怀疑，社区反对数据中心开发 https://slicast.com/ko/article/134868r Slicast ko 2026-10-02T22:16:00.000Z Firmus 데이터 센터 운영사 IPO가 운영 실적 및 밸류에이션을 둘러싼 투자자 의구심과 지역사회의 데이터 센터 개발 반발 속에서 어려움을 겪고 있다. https://slicast.com/article/17c0r27 Slicast en 2026-10-02T22:13:25.000Z ERCOT (Texas grid operator) forecasts substantial power demand surge by 2030s driven by AI data center buildout. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-02T22:13:25.000Z ERCOT预测2030年代电力需求将大幅增长，由AI数据中心建设驱动 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-02T22:13:25.000Z ERCOT (Texas 전력망 운영사)는 AI 데이터 센터 구축으로 2030년대 상당한 전력 수요 급증을 전망합니다. https://slicast.com/article/xiyqq3 Slicast en 2026-10-02T21:57:01.000Z U.S. federal authorities arrest California man for alleged smuggling of $300M in Nvidia servers to China, evading export controls. https://slicast.com/zh/article/xiyqq3 Slicast zh-cn 2026-10-02T21:57:01.000Z 美国联邦当局逮捕加州男子涉嫌走私价值3亿美元的英伟达服务器到中国，违反出口管制 https://slicast.com/ko/article/xiyqq3 Slicast ko 2026-10-02T21:57:01.000Z 미국 연방 당국이 3억 달러 규모의 Nvidia 서버를 중국으로 밀수하고 수출 통제를 회피한 혐의로 캘리포니아 주민을 체포했다. https://slicast.com/article/nyfs88 Slicast en 2026-10-02T21:52:17.000Z Micron Technology closes market share gap with SK Hynix for number-two position in global DRAM; analysts assess Samsung and SK Hynix technology lead over China's ChangXin Memory (CXMT) unlikely to nar https://slicast.com/zh/article/nyfs88 Slicast zh-cn 2026-10-02T21:52:17.000Z 美光科技缩小与SK海力士在全球DRAM市场第二名的差距；分析师评估三星和SK海力士对中国长鑫内存技术优势在短期内不太可能缩小 https://slicast.com/ko/article/nyfs88 Slicast ko 2026-10-02T21:52:17.000Z 마이크론 테크놀로지가 SK Hynix와의 시장 점유율 격차를 좁혀 글로벌 DRAM 2위에 올랐으며, 분석가들은 Samsung과 SK Hynix의 중국 ChangXin Memory (CXMT)에 대한 기술 우위가 곧 좁혀질 가능성이 낮다고 평가했다. https://slicast.com/article/el8347 Slicast en 2026-10-02T21:37:00.000Z Japan's Tokyo Electric Power (TEPCO) announces measures to counter data centers booking capacity without firm development plans ('capacity squatters') amid AI data center demand surge. https://slicast.com/zh/article/el8347 Slicast zh-cn 2026-10-02T21:37:00.000Z 日本东京电力公司宣布措施对抗AI数据中心繁荣中的'容量占座者'——预订但无明确开发计划的数据中心 https://slicast.com/ko/article/el8347 Slicast ko 2026-10-02T21:37:00.000Z 일본의 Tokyo Electric Power (TEPCO)가 AI 데이터센터 수요 급증 속에 개발 계획 없이 용량만 예약하는 데이터센터('용량 점유자')에 대응하기 위한 조치를 발표했다. https://slicast.com/commentary/together-2026-10-02 Slicast en 2026-10-02T21:34:27.182Z Together AI Cloud Regions, September 2026: IBM, Equinix, and Sovereign Buildouts in India, Saudi Arabia, and the UAE https://slicast.com/zh/commentary/together-2026-10-02 Slicast zh-cn 2026-10-02T21:34:27.182Z Together AI云算力区域布局（2026年9月）：IBM、Equinix联盟与印度、沙特、阿联酋三地主权部署 https://slicast.com/article/r779vz Slicast en 2026-10-02T21:30:54.000Z Schneider Electric introduces software-defined switchgear to address electrical infrastructure delays in AI data center deployments. https://slicast.com/zh/article/r779vz Slicast zh-cn 2026-10-02T21:30:54.000Z 施耐德电气推出软件定义配电开关以解决AI数据中心部署中的电气基础设施延迟 https://slicast.com/ko/article/r779vz Slicast ko 2026-10-02T21:30:54.000Z Schneider Electric이 AI 데이터센터 배포 시 전기 인프라 지연을 해결하기 위해 소프트웨어 정의 개폐 장치를 도입합니다. https://slicast.com/commentary/openai-2026-10-02 Slicast en 2026-10-02T21:27:42.602Z Why OpenAI's Jalapeño ASIC Racks Run AMD EPYC Turin, Not Nvidia Vera https://slicast.com/zh/commentary/openai-2026-10-02 Slicast zh-cn 2026-10-02T21:27:42.602Z OpenAI Jalapeño ASIC为何搭配AMD EPYC Turin而非英伟达Vera https://slicast.com/article/19eynqx Slicast en 2026-10-02T21:23:50.000Z 51AIpower highlights rising AI power infrastructure demand following announcement of nearly $2B U.S. grid upgrade project. https://slicast.com/zh/article/19eynqx Slicast zh-cn 2026-10-02T21:23:50.000Z 51AIpower强调AI电力基础设施需求上升，宣布近20亿美元美国电网升级项目 https://slicast.com/ko/article/19eynqx Slicast ko 2026-10-02T21:23:50.000Z 51AIpower는 약 $2B 규모의 미국 전력망 업그레이드 프로젝트 발표에 따른 AI 전력 인프라 수요 증가를 강조했다. https://slicast.com/commentary/aws-2026-10-02 Slicast en 2026-10-02T21:20:55.848Z Amazon AWS and Synopsys, October 2026: A Billion-Dollar Bet on Custom Chip Design Tools https://slicast.com/zh/commentary/aws-2026-10-02 Slicast zh-cn 2026-10-02T21:20:55.848Z 亚马逊AWS与Synopsys，2026年10月：超10亿美元押注定制芯片设计工具 https://slicast.com/article/li1sij Slicast en 2026-10-02T21:19:58.000Z Maryland utilities propose protective measures against data center strain on regional power grid. https://slicast.com/zh/article/li1sij Slicast zh-cn 2026-10-02T21:19:58.000Z 马里兰州公用事业公司提议保护措施防止数据中心对地区电网的压力 https://slicast.com/ko/article/li1sij Slicast ko 2026-10-02T21:19:58.000Z Maryland 전력회사들이 데이터 센터 부하에 대한 지역 전력망 보호 조치를 제안했다. https://slicast.com/article/15ho0fv Slicast en 2026-10-02T21:17:46.000Z Oaktree Capital Management closes $2B asset-backed securities fund targeting infrastructure financing. https://slicast.com/zh/article/15ho0fv Slicast zh-cn 2026-10-02T21:17:46.000Z 橡树资本管理公司关闭20亿美元资产抵押证券基金用于基础设施融资 https://slicast.com/ko/article/15ho0fv Slicast ko 2026-10-02T21:17:46.000Z Oaktree Capital Management이 인프라 금융을 목표로 하는 $2B 규모의 자산담보부증권 펀드를 마감했다. https://slicast.com/commentary/megaport-2026-10-02 Slicast en 2026-10-02T21:12:58.133Z Megaport Stock Jump, October 2026 https://slicast.com/zh/commentary/megaport-2026-10-02 Slicast zh-cn 2026-10-02T21:12:58.133Z Megaport股价大涨，2026年10月 https://slicast.com/article/qv4rr8 Slicast en 2026-10-02T21:12:00.000Z Gartner: Global AI-optimized IaaS spending grows 96% year-over-year in 2026; H1 venture funding sets record $510 billion https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-02T21:12:00.000Z Gartner：2026 年全球 AI 优化 IaaS 支出同比增长 96%；H1 风投融资创纪录 $5,100 亿 https://slicast.com/ko/article/qv4rr8 Slicast ko 2026-10-02T21:12:00.000Z Gartner: 2026년 글로벌 AI 최적화 IaaS 지출이 전년 대비 96% 성장; H1 벤처 펀딩이 $510 billion 기록 달성 https://slicast.com/article/qlxv8l Slicast en 2026-10-02T21:11:00.000Z OpenAI signs 20-year, 8GW lease at Ohio's Pike County former uranium mine; SoftBank's SB Energy to develop first 800MW phase by 2028. https://slicast.com/zh/article/qlxv8l Slicast zh-cn 2026-10-02T21:11:00.000Z OpenAI 签约俄亥俄 Pike County 旧铀矿址 20 年 8GW 租约；SoftBank 旗下 SB Energy 开发，首期 800MW 2028 年上线 https://slicast.com/ko/article/qlxv8l Slicast ko 2026-10-02T21:11:00.000Z OpenAI가 Ohio Pike County 전 우라늄 광산에서 20년, 8GW 규모의 임차 계약을 체결했으며, SoftBank의 SB Energy가 2028년까지 첫 800MW 단계를 개발할 예정이다. https://slicast.com/article/vygrub Slicast en 2026-10-02T21:10:00.000Z U.S. House China Committee urges strengthened AI chip export controls to China; open-source model weights identified as persistent regulatory loophole. https://slicast.com/zh/article/vygrub Slicast zh-cn 2026-10-02T21:10:00.000Z 美众院中国委员会呼吁强化对华 AI 芯片出口管制；开源权重模型被认定为持久治理漏洞 https://slicast.com/ko/article/vygrub Slicast ko 2026-10-02T21:10:00.000Z 미국 하원 중국위원회가 중국으로의 AI 칩 수출 통제 강화를 촉구; 오픈소스 모델 가중치가 지속적인 규제 허점으로 파악됨 https://slicast.com/brief/2026-10-03 Slicast en 2026-10-02T21:09:14.461Z Latest AI Infrastructure News: October 3, 2026 https://slicast.com/zh/brief/2026-10-03 Slicast zh-cn 2026-10-02T21:09:14.461Z AI 基础设施新闻早报 · 2026年10月3日 https://slicast.com/ko/brief/2026-10-03 Slicast ko 2026-10-02T21:09:14.461Z 최신 AI 인프라 뉴스 · 2026년 10월 3일 https://slicast.com/article/qg1ev8 Slicast en 2026-10-02T21:09:00.000Z China's AI infrastructure investment expands from major companies to mid-sized enterprises, benefiting memory supply chains like SK hynix https://slicast.com/zh/article/qg1ev8 Slicast zh-cn 2026-10-02T21:09:00.000Z 中国 AI 基础设施投资从大厂向中型企业蔓延，SK hynix 等存储供应链受益 https://slicast.com/ko/article/qg1ev8 Slicast ko 2026-10-02T21:09:00.000Z 중국의 AI 인프라 투자가 대기업에서 중견기업으로 확대되면서 SK hynix 같은 메모리 공급망에 이익을 주고 있다. https://slicast.com/article/1alewwr Slicast en 2026-10-02T21:08:21.000Z Rumble increases stake in European data center operator Northern Data and approaches full control. https://slicast.com/zh/article/1alewwr Slicast zh-cn 2026-10-02T21:08:21.000Z Rumble增加对欧洲数据中心运营商Northern Data的股份，接近完全控制 https://slicast.com/ko/article/1alewwr Slicast ko 2026-10-02T21:08:21.000Z Rumble이 유럽 데이터 센터 운영사 Northern Data의 지분을 확대하며 완전 지배에 다가선다. https://slicast.com/article/1eu11jg Slicast en 2026-10-02T21:08:00.000Z NVIDIA Rubin H2 enters mass production with up to 288GB HBM4 per GPU; NVIDIA and Meta partner with SK hynix and Samsung on GPU-HBM monolithic integration. https://slicast.com/zh/article/1eu11jg Slicast zh-cn 2026-10-02T21:08:00.000Z NVIDIA Rubin H2 量产，单 GPU 最高 288GB HBM4；NVIDIA+Meta 联合 SK hynix/Samsung 推进 GPU-HBM 单芯集成 https://slicast.com/ko/article/1eu11jg Slicast ko 2026-10-02T21:08:00.000Z NVIDIA Rubin H2가 GPU당 최대 288GB HBM4로 대량 생산에 진입하며, NVIDIA와 Meta가 SK hynix 및 Samsung과 GPU-HBM 모놀리식 통합에서 협력합니다. https://slicast.com/article/11zk1xp Slicast en 2026-10-02T21:07:00.000Z Global AI data center power consumption in 2026 projected to exceed 1,000 TWh; AWS acquires 2.5GW direct connection to Susquehanna nuclear complex https://slicast.com/zh/article/11zk1xp Slicast zh-cn 2026-10-02T21:07:00.000Z 全球 AI 数据中心 2026 年耗电预计破 1,000 TWh；AWS 并购直连 2.5GW Susquehanna 核电站园区 https://slicast.com/ko/article/11zk1xp Slicast ko 2026-10-02T21:07:00.000Z 2026년 글로벌 AI 데이터센터 전력 소비가 1,000 TWh를 초과할 것으로 예상; AWS, Susquehanna 원자력 발전소에 2.5GW 직접 연결 인수 https://slicast.com/article/1fgf5nj Slicast en 2026-10-02T21:06:00.000Z Five hyperscale vendors' combined AI Capex for 2026 totals $660–730 billion, nearly doubling year-over-year; Amazon alone reaches $200 billion https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-02T21:06:00.000Z 五大超大规模厂商 2026 年 AI Capex 合计 $6,600–7,300 亿，同比近翻倍；Amazon 单家达 $2,000 亿 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-02T21:06:00.000Z 5개 하이퍼스케일 벤더의 2026년 AI 자본지출 합계 $660-730억은 전년 대비 거의 2배; Amazon만 $200억에 달한다. https://slicast.com/article/165z9tc Slicast en 2026-10-02T21:05:00.000Z Google confirms it is the actual customer of Wyoming's 2.7GW "Project Tembo" data center campus, replacing Crusoe https://slicast.com/zh/article/165z9tc Slicast zh-cn 2026-10-02T21:05:00.000Z Google 承认是怀俄明州 2.7GW "Project Tembo" 数据中心园区的真实客户，取代 Crusoe https://slicast.com/ko/article/165z9tc Slicast ko 2026-10-02T21:05:00.000Z Google이 Wyoming의 2.7GW 'Project Tembo' 데이터센터 캠퍼스의 실제 고객임을 확인했으며, Crusoe를 대체합니다 https://slicast.com/article/1ijydzj Slicast en 2026-10-02T21:04:00.000Z Anthropic reportedly launches Nasdaq IPO roadshow this month, targeting a valuation as high as $2 trillion with a fundraising amount of $100 billion. https://slicast.com/zh/article/1ijydzj Slicast zh-cn 2026-10-02T21:04:00.000Z Anthropic 据报本月启动 Nasdaq IPO 路演，目标估值高达 $2 万亿，融资规模 $1,000 亿 https://slicast.com/ko/article/1ijydzj Slicast ko 2026-10-02T21:04:00.000Z Anthropic이 이번 달 Nasdaq IPO 로드쇼를 개시하는 것으로 알려졌으며, $2 trillion의 기업 가치를 목표로 $100 billion을 조달하려는 것으로 전해진다. https://slicast.com/article/1a07urg Slicast en 2026-10-02T21:03:00.000Z UK-based Neocloud Nscale files for NYSE IPO targeting $350B valuation; Anthropic secures $450B single-customer contract. https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-02T21:03:00.000Z 英国 Neocloud Nscale 向 NYSE 递交 IPO 文件，估值目标 $350 亿，Anthropic 单客户合约达 $450 亿 https://slicast.com/ko/article/1a07urg Slicast ko 2026-10-02T21:03:00.000Z 영국 기반 Neocloud Nscale이 $350B 밸류에이션을 목표로 NYSE IPO 신청; Anthropic이 $450B 규모의 단일 고객 계약 확보. https://slicast.com/article/o85zyj Slicast en 2026-10-02T21:02:00.000Z Bloom Energy CEO dismisses force majeure concerns on Oracle deal and emphasizes energy unit fungibility in Oracle data center power arrangement. https://slicast.com/zh/article/o85zyj Slicast zh-cn 2026-10-02T21:02:00.000Z Bloom Energy首席执行官对甲骨文协议解除不可抗力担忧，强调能源单元在甲骨文数据中心电力安排中的可互换性 https://slicast.com/ko/article/o85zyj Slicast ko 2026-10-02T21:02:00.000Z Bloom Energy CEO가 Oracle 거래에서의 불가항력 우려를 일축하고 Oracle 데이터센터 전력 공급 계약에서 에너지 유닛의 대체 가능성을 강조했다. https://slicast.com/article/1hyhc00 Slicast en 2026-10-02T21:02:00.000Z Nebius Acquires Israeli Inference Optimization Startup Inferize for $100–150 Million to Address GPU Cold Start Bottleneck https://slicast.com/zh/article/1hyhc00 Slicast zh-cn 2026-10-02T21:02:00.000Z Nebius 以 $1–1.5 亿收购以色列推理优化初创 Inferize，解决 GPU 冷启动瓶颈 https://slicast.com/ko/article/1hyhc00 Slicast ko 2026-10-02T21:02:00.000Z Nebius, 이스라엘 추론 최적화 스타트업 Inferize를 $100–150 Million에 인수 — GPU 콜드 스타트 병목 해결 https://slicast.com/article/1b7vgfr Slicast en 2026-10-02T21:01:00.000Z Neocloud sector rose in tandem on October 2nd: NBIS led gains at +5% to $244, IREN +2.73% to $41.76 https://slicast.com/zh/article/1b7vgfr Slicast zh-cn 2026-10-02T21:01:00.000Z Neocloud 板块 10 月 2 日联动上涨：NBIS 领涨 +5% 至 $244，IREN +2.73% 至 $41.76 https://slicast.com/ko/article/1b7vgfr Slicast ko 2026-10-02T21:01:00.000Z 10월 2일 네오클라우드 섹터 동반 상승: NBIS +5% 상승 $244로 주도, IREN +2.73% 상승 $41.76 https://slicast.com/article/1yphv94 Slicast en 2026-10-02T20:48:00.000Z TeraWulf stock rallies after announcing massive AI infrastructure capacity deal with Anthropic. https://slicast.com/zh/article/1yphv94 Slicast zh-cn 2026-10-02T20:48:00.000Z TeraWulf宣布与Anthropic达成大规模AI基础设施容量协议后股票上涨 https://slicast.com/ko/article/1yphv94 Slicast ko 2026-10-02T20:48:00.000Z TeraWulf 주가가 Anthropic과의 대규모 AI 인프라 용량 거래를 발표한 후 급등했다. https://slicast.com/article/vc66l7 Slicast en 2026-10-02T20:43:16.000Z PJM Interconnection proposes data center power management plan; stakeholder feedback is mixed on implementation approach. https://slicast.com/zh/article/vc66l7 Slicast zh-cn 2026-10-02T20:43:16.000Z PJM互联公司提议数据中心电力管理计划；利益相关者对实施方法反馈不一 https://slicast.com/ko/article/vc66l7 Slicast ko 2026-10-02T20:43:16.000Z PJM Interconnection이 데이터 센터 전력 관리 계획을 제안했으며, 구현 방식에 대한 이해관계자 피드백은 엇갈렸다. https://slicast.com/article/1poa5lb Slicast en 2026-10-02T20:34:00.000Z Microsoft joins newly formed AI Data Center Coalition to coordinate industry response to energy and community concerns. https://slicast.com/zh/article/1poa5lb Slicast zh-cn 2026-10-02T20:34:00.000Z 微软加入新成立的AI数据中心联盟，协调行业对能源和社区关切的应对 https://slicast.com/ko/article/1poa5lb Slicast ko 2026-10-02T20:34:00.000Z Microsoft가 에너지 및 커뮤니티 우려에 대한 업계 대응을 조정하기 위해 새로 설립된 AI Data Center Coalition에 참여했다. https://slicast.com/article/1uau4bv Slicast en 2026-10-02T20:25:47.000Z Bank for International Settlements analysis reveals 55.2% of global AI funding originates from other AI firms themselves, not external sources. https://slicast.com/zh/article/1uau4bv Slicast zh-cn 2026-10-02T20:25:47.000Z 国际清算银行分析显示55.2%的全球AI融资来自其他AI公司本身，而非外部来源 https://slicast.com/ko/article/1uau4bv Slicast ko 2026-10-02T20:25:47.000Z Bank for International Settlements 분석에 따르면 글로벌 AI 펀딩의 55.2%가 외부 출처가 아닌 다른 AI 기업들로부터 비롯된다. https://slicast.com/article/348u37 Slicast en 2026-10-02T20:20:00.000Z Nscale Appoints Tech Industry Veteran Justin Osofsky as Chief Operating Officer https://slicast.com/zh/article/348u37 Slicast zh-cn 2026-10-02T20:20:00.000Z Nscale任命技术业资深人士Justin Osofsky为首席运营官 https://slicast.com/article/13r1sws Slicast en 2026-10-02T19:55:22.000Z Kioxia and SanDisk's BiCS NAND flash memory packages were displayed at FMS 2026 in microscopic detail for industry analysis. https://slicast.com/zh/article/13r1sws Slicast zh-cn 2026-10-02T19:55:22.000Z Kioxia 和 SanDisk 的 BiCS NAND 闪存芯片在 FMS 2026 大会上进行了显微镜下的详细展示。 https://slicast.com/ko/article/13r1sws Slicast ko 2026-10-02T19:55:22.000Z Kioxia와 SanDisk의 BiCS NAND 플래시 메모리 패키지가 FMS 2026에서 업계 분석을 위해 미시적 세부사항으로 전시되었다. https://slicast.com/article/rw7ppp Slicast en 2026-10-02T17:58:34.000Z JEDEC released JESD264, a qualification and reliability standard for silicon photonics technology in AI datacenters and computing systems. https://slicast.com/zh/article/rw7ppp Slicast zh-cn 2026-10-02T17:58:34.000Z JEDEC 发布了 JESD264 标准,为 AI 数据中心和计算系统中的硅光子技术规范了鉴定和可靠性要求。 https://slicast.com/ko/article/rw7ppp Slicast ko 2026-10-02T17:58:34.000Z JEDEC이 AI 데이터센터 및 컴퓨팅 시스템의 실리콘 포토닉스 기술을 위한 신뢰성 인증 표준인 JESD264를 공개했습니다. https://slicast.com/article/1di3qt7 Slicast en 2026-10-02T17:30:37.000Z Bull opened a new €80 million production facility in Angers, France, expanding supercomputer and AI system manufacturing capacity. https://slicast.com/zh/article/1di3qt7 Slicast zh-cn 2026-10-02T17:30:37.000Z Bull 在法国 Angers 开设了新的 8000 万欧元生产设施,扩展其超级计算机和 AI 系统制造产能。 https://slicast.com/ko/article/1di3qt7 Slicast ko 2026-10-02T17:30:37.000Z Bull이 Angers, France에 €80백만 규모의 생산 시설을 개소해 슈퍼컴퓨터 및 AI 시스템 제조 능력을 확대했다. https://slicast.com/article/1t758jv Slicast en 2026-10-02T17:21:50.000Z Taiwan's National Center for High Performance Computing Cloud Compute Center achieved Silver Green Building certification for energy efficiency and sustainability. https://slicast.com/zh/article/1t758jv Slicast zh-cn 2026-10-02T17:21:50.000Z 台湾国家高性能计算中心云计算中心获得银级绿建筑认证,体现能源效率和可持续发展承诺。 https://slicast.com/ko/article/1t758jv Slicast ko 2026-10-02T17:21:50.000Z 대만의 National Center for High Performance Computing Cloud Compute Center는 에너지 효율성과 지속가능성을 위한 Silver Green Building 인증을 획득했습니다. https://slicast.com/article/2lkdog Slicast en 2026-10-02T16:35:30.000Z General Compute signed a multi-year agreement to integrate Cerebras' wafer-scale AI processors into its GPU cloud platform offerings. https://slicast.com/zh/article/2lkdog Slicast zh-cn 2026-10-02T16:35:30.000Z General Compute 与 Cerebras 签署多年协议,将 Cerebras 晶圆级 AI 处理器集成到其 GPU 云平台产品中。 https://slicast.com/ko/article/2lkdog Slicast ko 2026-10-02T16:35:30.000Z General Compute가 Cerebras의 웨이퍼 스케일 AI 프로세서를 자사 GPU 클라우드 플랫폼에 통합하기 위한 다년간 계약을 체결했습니다. https://slicast.com/article/tamc5f Slicast en 2026-10-02T16:33:42.000Z Intro Group is investing $270 million to develop Kemet Data Center in Egypt across two phases. https://slicast.com/zh/article/tamc5f Slicast zh-cn 2026-10-02T16:33:42.000Z Intro Group 投资 2.7 亿美元分两期开发埃及 Kemet 数据中心。 https://slicast.com/ko/article/tamc5f Slicast ko 2026-10-02T16:33:42.000Z Intro Group이 이집트에서 Kemet Data Center 개발을 위해 $270 million을 두 단계에 걸쳐 투자하고 있습니다. https://slicast.com/article/efjky5 Slicast en 2026-10-02T16:29:50.000Z Poland's National Data Processing Center network received PLN 1.56 billion ($401 million) in EU funding from the European Funds for Digital Development program. https://slicast.com/zh/article/efjky5 Slicast zh-cn 2026-10-02T16:29:50.000Z 波兰国家数据处理中心网络从欧盟数字发展基金获得 15.6 亿兹罗提(4.01 亿美元)资金。 https://slicast.com/ko/article/efjky5 Slicast ko 2026-10-02T16:29:50.000Z 폴란드 국립 데이터 처리 센터 네트워크가 European Funds for Digital Development 프로그램에서 PLN 1.56 billion ($401 million)의 EU 자금을 지원받았다. https://slicast.com/article/eyoto0 Slicast en 2026-10-02T16:27:01.000Z Karlsruhe Institute of Technology in Germany is planning a €24 million AI datacenter facility expected to open in 2030. https://slicast.com/zh/article/eyoto0 Slicast zh-cn 2026-10-02T16:27:01.000Z 德国卡尔斯鲁厄理工学院规划投资 2400 万欧元的 AI 数据中心设施,预计 2030 年开放。 https://slicast.com/ko/article/eyoto0 Slicast ko 2026-10-02T16:27:01.000Z Karlsruhe Institute of Technology는 독일에서 €2,400만 규모의 AI 데이터센터 시설 건설을 추진하고 있으며, 2030년 개장 예정이다. https://slicast.com/article/1ydgnux Slicast en 2026-10-02T16:21:36.000Z AWS is removing non-disclosure agreement (NDA) requirements from its data center development projects, following Microsoft's earlier policy shift. https://slicast.com/zh/article/1ydgnux Slicast zh-cn 2026-10-02T16:21:36.000Z AWS 正在从其数据中心开发项目中取消保密协议要求,效仿微软此前的政策调整。 https://slicast.com/ko/article/1ydgnux Slicast ko 2026-10-02T16:21:36.000Z AWS는 Microsoft의 이전 정책 변화에 따라 데이터 센터 개발 프로젝트에서 NDA 요구 사항을 제거하고 있습니다. https://slicast.com/article/10y8e7l Slicast en 2026-10-02T16:14:12.000Z Parallel - Web Infrastructure for AI Agents https://slicast.com/zh/article/10y8e7l Slicast zh-cn 2026-10-02T16:14:12.000Z Parallel —AI代理Web基础设施 https://slicast.com/ko/article/10y8e7l Slicast ko 2026-10-02T16:14:12.000Z Parallel - AI 에이전트를 위한 웹 인프라 https://slicast.com/article/1qcqkls Slicast en 2026-10-02T15:20:00.000Z A California technology executive was arrested for allegedly attempting to smuggle approximately $300 million in export-controlled Nvidia AI servers to China to support 'super intelligence' developmen https://slicast.com/zh/article/1qcqkls Slicast zh-cn 2026-10-02T15:20:00.000Z 一名加州科技高管因涉嫌走私约 3 亿美元的出口管制 Nvidia AI 服务器到中国以支持'超级智能'开发而被逮捕。 https://slicast.com/ko/article/1qcqkls Slicast ko 2026-10-02T15:20:00.000Z 캘리포니아 기술 임원이 '초지능' 개발 지원을 위해 수출 통제 Nvidia AI 서버 약 3억 달러 규모를 중국으로 밀반입하려 시도한 혐의로 체포되었다. https://slicast.com/article/b7zo3 Slicast en 2026-10-02T15:00:00.000Z Corgi Insurance Launches Data Center Insurance Program https://slicast.com/zh/article/b7zo3 Slicast zh-cn 2026-10-02T15:00:00.000Z Corgi Insurance推出数据中心保险计划 https://slicast.com/article/19tm41j Slicast en 2026-10-02T14:28:32.000Z NetworkOcean deployed a GPU-powered floating datacenter in San Francisco Bay powered by solar panels after pivoting away from underwater data center concepts. https://slicast.com/zh/article/19tm41j Slicast zh-cn 2026-10-02T14:28:32.000Z NetworkOcean 在放弃水下数据中心概念后,在旧金山湾部署了由太阳能电池板供电的 GPU 浮动数据中心。 https://slicast.com/ko/article/19tm41j Slicast ko 2026-10-02T14:28:32.000Z NetworkOcean이 San Francisco Bay에 태양광 패널로 구동되는 GPU 기반 플로팅 데이터센터를 구축했으며, 수중 데이터센터 개념에서 방향을 전환했습니다. https://slicast.com/article/2wuz4s Slicast en 2026-10-02T14:27:20.000Z Castle IT announced the opening of its second colocation facility in Saint-Omer, France. https://slicast.com/zh/article/2wuz4s Slicast zh-cn 2026-10-02T14:27:20.000Z Castle IT 宣布在法国 Saint-Omer 开设其第二家主机托管设施。 https://slicast.com/ko/article/2wuz4s Slicast ko 2026-10-02T14:27:20.000Z Castle IT가 Saint-Omer, France에 두 번째 코로케이션 시설 개설을 발표했습니다. https://slicast.com/article/13n4chx Slicast en 2026-10-02T14:00:00.000Z U.S. natural gas production reached an all-time high in July 2026, driven primarily by increased Permian Basin output. https://slicast.com/zh/article/13n4chx Slicast zh-cn 2026-10-02T14:00:00.000Z 美国天然气产量在 2026 年 7 月创历史新高,主要由于二叠纪盆地产量增加。 https://slicast.com/ko/article/13n4chx Slicast ko 2026-10-02T14:00:00.000Z 미국 천연가스 생산량이 2026년 7월 사상 최고치를 기록했으며, 주로 Permian Basin의 생산 증가에 힘입었다. https://slicast.com/article/fcvssj Slicast en 2026-10-02T13:50:39.000Z Oracle's planned Wisconsin AI datacenter project faces delays pending regulatory approval for grid connection, putting 2027 customer delivery at risk. https://slicast.com/zh/article/fcvssj Slicast zh-cn 2026-10-02T13:50:39.000Z Oracle 计划的威斯康星州 AI 数据中心项目因电网连接监管批准延迟而面临推迟,危及 2027 年客户交付。 https://slicast.com/ko/article/fcvssj Slicast ko 2026-10-02T13:50:39.000Z Oracle의 Wisconsin AI 데이터센터 프로젝트가 전력망 연결 규제 승인 대기로 지연되고 있으며, 2027년 고객 납기 달성을 위협하고 있습니다. https://slicast.com/article/8fl0kk Slicast en 2026-10-02T13:50:00.000Z Amazon and Synopsys announced a multi-year partnership valued at over $1 billion, giving Amazon exclusive licenses to Synopsys' AI-accelerated chip design tools. https://slicast.com/zh/article/8fl0kk Slicast zh-cn 2026-10-02T13:50:00.000Z 亚马逊和 Synopsys 宣布一项价值超 10 亿美元的多年合作伙伴关系,亚马逊获得 Synopsys AI 加速芯片设计工具的独家许可。 https://slicast.com/ko/article/8fl0kk Slicast ko 2026-10-02T13:50:00.000Z Amazon과 Synopsys가 10억 달러 이상 규모의 다년 파트너십을 발표했으며, Amazon이 Synopsys의 AI 가속 칩 설계 도구에 대한 독점 라이선스를 받습니다. https://slicast.com/article/1pr0qlv Slicast en 2026-10-02T13:32:30.000Z Xeal is developing edge AI inference datacenters powered by spare capacity at electric vehicle charging stations across parking lots. https://slicast.com/zh/article/1pr0qlv Slicast zh-cn 2026-10-02T13:32:30.000Z Xeal 正在开发由停车场电动车充电站备用容量供电的边缘 AI 推理数据中心。 https://slicast.com/ko/article/1pr0qlv Slicast ko 2026-10-02T13:32:30.000Z Xeal은 주차장 전기자동차 충전소의 여유 용량을 이용한 엣지 AI 추론 데이터센터를 개발 중입니다. https://slicast.com/article/7utizi Slicast en 2026-10-02T13:26:40.000Z Medusa subsea cable system expands to Jordan in partnership with NaiTel, connecting to the Coral Bridge cable. https://slicast.com/zh/article/7utizi Slicast zh-cn 2026-10-02T13:26:40.000Z Medusa海底电缆系统在NaiTel合作下扩展至约旦，连接Coral Bridge电缆。 https://slicast.com/ko/article/7utizi Slicast ko 2026-10-02T13:26:40.000Z Medusa 해저 케이블 시스템이 NaiTel과의 파트너십으로 요르단으로 확대되며 Coral Bridge 케이블과 연결됩니다. https://slicast.com/article/10imbx6 Slicast en 2026-10-02T13:20:47.000Z xAI plans to bring ~420,000 Nvidia GPUs online at its Colossus facility in November 2026, marking one of the largest single-site GPU deployments globally. https://slicast.com/zh/article/10imbx6 Slicast zh-cn 2026-10-02T13:20:47.000Z xAI计划在2026年11月将约420,000块Nvidia GPU部署至其Colossus设施，标志着全球最大单一站点GPU部署之一。 https://slicast.com/ko/article/10imbx6 Slicast ko 2026-10-02T13:20:47.000Z xAI는 2026년 11월 Colossus 시설에서 약 420,000개의 Nvidia GPU를 온라인으로 가동할 계획이며, 이는 전 세계 단일 시설 기준 최대 규모의 GPU 배포입니다. https://slicast.com/article/1ipgxg1 Slicast en 2026-10-02T13:16:10.000Z Uztelecom partners to resell Amazon Leo satellite services for connecting remote regions in Uzbekistan. https://slicast.com/zh/article/1ipgxg1 Slicast zh-cn 2026-10-02T13:16:10.000Z 乌兹别克斯坦电信公司Uztelecom与Amazon合作转售Leo卫星服务，连接边远地区。 https://slicast.com/ko/article/1ipgxg1 Slicast ko 2026-10-02T13:16:10.000Z Uztelecom이 우즈베키스탄의 원격 지역 연결을 위해 Amazon Leo 위성 서비스 재판매 파트너십을 맺었다. https://slicast.com/article/gvabm9 Slicast en 2026-10-02T13:06:18.000Z California tech executive arrested for attempting to smuggle ~$300 million in Nvidia AI accelerators to China, marking enforcement escalation of export controls. https://slicast.com/zh/article/gvabm9 Slicast zh-cn 2026-10-02T13:06:18.000Z 加州科技高管因试图走私约3亿美元Nvidia AI加速器至中国被逮捕，标志出口管制执法升级。 https://slicast.com/article/1ornrtk Slicast en 2026-10-02T13:00:39.000Z NVIDIA DGX Spark 64GB Gives Developers More Ways to Build and Scale Local AI https://slicast.com/zh/article/1ornrtk Slicast zh-cn 2026-10-02T13:00:39.000Z NVIDIA DGX Spark 64GB为开发者提供更多构建和扩展本地AI的方式 https://slicast.com/article/mlk9oc Slicast en 2026-10-02T13:00:00.000Z NVIDIA launches 64GB DGX Spark at $4,999 and expands 128GB version to $6,950, addressing AI workstation demand amid memory supply constraints. https://slicast.com/zh/article/mlk9oc Slicast zh-cn 2026-10-02T13:00:00.000Z 英伟达推出64GB DGX Spark，定价4,999美元，128GB版本升至6,950美元，应对内存紧缺下的AI工作站需求。 https://slicast.com/ko/article/mlk9oc Slicast ko 2026-10-02T13:00:00.000Z NVIDIA가 64GB DGX Spark를 $4,999에 출시하고 128GB 버전을 $6,950으로 확대, 메모리 공급 제약 속 AI 워크스테이션 수요에 대응하고 있다. https://slicast.com/article/jufgem Slicast en 2026-10-02T12:57:39.000Z Applied Digital's Polaris Forge 1 facility reaches 250 MW total capacity, expanding independent GPU cloud infrastructure competing with hyperscaler-owned platforms. https://slicast.com/zh/article/jufgem Slicast zh-cn 2026-10-02T12:57:39.000Z Applied Digital的Polaris Forge 1设施达到250 MW总容量，扩展独立GPU云基础设施与超大规模云服务商平台相竞争。 https://slicast.com/article/xawehv Slicast en 2026-10-02T12:44:47.000Z Broadcom launches $60 billion debt financing program to supply AI chips to major customers including Anthropic, signaling unprecedented scale commitment to custom silicon. https://slicast.com/zh/article/xawehv Slicast zh-cn 2026-10-02T12:44:47.000Z Broadcom启动600亿美元债务融资计划，向包括Anthropic在内的主要客户供应AI芯片，标志其对定制芯片规模投入的前所未有承诺。 https://slicast.com/article/hznhmg Slicast en 2026-10-02T12:40:00.000Z OpenAI deploys Jalapeño ASIC processors alongside AMD EPYC 'Turin' CPUs in rack-scale configurations, bypassing Nvidia's high-performance agentic chips (Vera, Arm AGI). https://slicast.com/zh/article/hznhmg Slicast zh-cn 2026-10-02T12:40:00.000Z OpenAI在机架级部署中搭配AMD EPYC Turin CPU部署Jalapeño ASIC处理器，绕过英伟达高性能智能体芯片(Vera、Arm AGI)。 https://slicast.com/ko/article/hznhmg Slicast ko 2026-10-02T12:40:00.000Z OpenAI는 AMD EPYC 'Turin' CPU와 함께 Jalapeño ASIC 프로세서를 랙 규모 구성으로 배포하여, Nvidia의 고성능 에이전트 칩(Vera, Arm AGI)을 우회한다. https://slicast.com/article/1r2stwt Slicast en 2026-10-02T12:28:41.000Z Enetron Park secures zoning approval for 250MW data center in Pyhäjoki, Finland, overriding local government opposition. https://slicast.com/zh/article/1r2stwt Slicast zh-cn 2026-10-02T12:28:41.000Z Enetron Park获得芬兰皮哈约基250MW数据中心规划批准，克服地方政府反对。 https://slicast.com/ko/article/1r2stwt Slicast ko 2026-10-02T12:28:41.000Z Enetron Park이 지방 정부의 반대를 무시하고 핀란드 Pyhäjoki에서 250MW 데이터 센터 지역 승인을 확보했다. https://slicast.com/article/cjgaev Slicast en 2026-10-02T12:14:36.000Z GPU cloud platforms Sharon AI and Lambda secure combined $1.356bn in debt funding. https://slicast.com/zh/article/cjgaev Slicast zh-cn 2026-10-02T12:14:36.000Z GPU云平台Sharon AI与Lambda合计获得13.56亿美元债务融资。 https://slicast.com/ko/article/cjgaev Slicast ko 2026-10-02T12:14:36.000Z GPU 클라우드 플랫폼 Sharon AI와 Lambda, 총 $1.356bn 부채 자금 조달 확보 https://slicast.com/article/1e4bczh Slicast en 2026-10-02T12:08:57.000Z Skybox and Prologis file for their fourth data center in Hutto, Texas, positioned to be the largest facility yet at the campus. https://slicast.com/zh/article/1e4bczh Slicast zh-cn 2026-10-02T12:08:57.000Z Skybox与Prologis在德州Hutto申报第四座数据中心，将是园区内最大设施。 https://slicast.com/ko/article/1e4bczh Slicast ko 2026-10-02T12:08:57.000Z Skybox와 Prologis가 Hutto, Texas에 네 번째 데이터 센터 건설을 신청했으며, 캠퍼스에서 지금까지 가장 큰 시설이 될 것으로 예상됩니다. https://slicast.com/article/y6k5p Slicast en 2026-10-02T12:00:00.000Z Tesla files 8-K: results of operations https://slicast.com/zh/article/y6k5p Slicast zh-cn 2026-10-02T12:00:00.000Z Tesla 提交 8-K：重大事件 https://slicast.com/article/yvi3jy Slicast en 2026-10-02T11:39:44.000Z Broadcom Q3 FY2026 results report 221% year-over-year surge in AI semiconductor revenues driven by custom silicon and networking for hyperscale customers. https://slicast.com/zh/article/yvi3jy Slicast zh-cn 2026-10-02T11:39:44.000Z Broadcom Q3 FY2026财报AI芯片收入同比增长221%，由定制芯片和超大规模客户网络产品驱动。 https://slicast.com/article/1mvg42l Slicast en 2026-10-02T10:30:00.000Z Hyperscale Data Exploring Strategic Alternatives for its askROI Subsidiary https://slicast.com/zh/article/1mvg42l Slicast zh-cn 2026-10-02T10:30:00.000Z Hyperscale Data探索askROI子公司的战略选择