https://slicast.com/commentary/intel-2026-10-31 Slicast en 2026-10-31T22:01:46.591Z Intel Latest News, October 2026: 28.6% Single-Day Stock Crash, Israel Fab Disruption, and Foundry Outlook https://slicast.com/zh/commentary/intel-2026-10-31 Slicast zh-cn 2026-10-31T22:01:46.591Z 英特尔最新动态，2026年10月：股价单日暴跌28.6%、以色列晶圆厂爆炸与代工业务进展 https://slicast.com/commentary/nextdc-2026-10-31 Slicast en 2026-10-31T21:47:15.419Z NEXTDC Melbourne Setback and Record Contracts, October 2026 https://slicast.com/zh/commentary/nextdc-2026-10-31 Slicast zh-cn 2026-10-31T21:47:15.419Z NEXTDC墨尔本项目受阻与创纪录合同：2026年10月动态 https://slicast.com/commentary/oklo-2026-10-31 Slicast en 2026-10-31T21:37:44.893Z Oklo (OKLO) Stock, October 2026: -5.8% Session as SMR Sector Diverges https://slicast.com/zh/commentary/oklo-2026-10-31 Slicast zh-cn 2026-10-31T21:37:44.893Z Oklo (OKLO) 2026年10月股价：单日跌幅5.8%，SMR板块走势现分化 https://slicast.com/commentary/terawulf-2026-10-31 Slicast en 2026-10-31T20:47:36.145Z TeraWulf (WULF) Stock, October 2026: The 8% Drop and the 1 GW Muskie Expansion https://slicast.com/zh/commentary/terawulf-2026-10-31 Slicast zh-cn 2026-10-31T20:47:36.145Z TeraWulf（WULF）股票2026年10月：-8%跌幅与1吉瓦Muskie扩容 https://slicast.com/commentary/iren-2026-10-31 Slicast en 2026-10-31T20:38:28.164Z IREN Stock, October 2026: Sector-Wide Neocloud Selloff Tests a $3 Billion Capex Bet https://slicast.com/zh/commentary/iren-2026-10-31 Slicast zh-cn 2026-10-31T20:38:28.164Z IREN股价 2026年10月：新云板块系统性抛售考验30亿美元资本支出押注 https://slicast.com/commentary/applied-digital-2026-10-31 Slicast en 2026-10-31T20:24:12.243Z Applied Digital (APLD) Stock, October 2026: Financing Pressure Versus a $36 Billion Contract Base https://slicast.com/zh/commentary/applied-digital-2026-10-31 Slicast zh-cn 2026-10-31T20:24:12.243Z Applied Digital（APLD）2026年10月股价：融资压力与360亿美元合同积压的博弈 https://slicast.com/brief/2026-11-01 Slicast en 2026-10-31T20:08:33.007Z Latest AI Infrastructure News: November 1, 2026 https://slicast.com/zh/brief/2026-11-01 Slicast zh-cn 2026-10-31T20:08:33.007Z AI 基础设施新闻早报 · 2026年11月1日 https://slicast.com/ko/brief/2026-11-01 Slicast ko 2026-10-31T20:08:33.007Z 최신 AI 인프라 뉴스 · 2026년 11월 1일 https://slicast.com/article/1a5r8jq Slicast en 2026-10-31T19:15:18.000Z PJM approved two ENGIE battery storage projects totaling 1,660 MW under its new expedited interconnection process. https://slicast.com/zh/article/1a5r8jq Slicast zh-cn 2026-10-31T19:15:18.000Z PJM批准了ENGIE的两个电池储能项目，合计1,660 MW，依据其新的快速并网流程办理。 https://slicast.com/ko/article/1a5r8jq Slicast ko 2026-10-31T19:15:18.000Z PJM은 신속 계통연계 절차에 따라 ENGIE의 배터리 저장장치 프로젝트 2건, 총 1,660MW를 승인했다. https://slicast.com/article/1jvi35n Slicast en 2026-10-31T19:03:35.000Z SpaceXAI lost its bid to dismiss a lawsuit brought by the NAACP over air pollution. https://slicast.com/zh/article/1jvi35n Slicast zh-cn 2026-10-31T19:03:35.000Z SpaceXAI申请驳回NAACP提起的空气污染诉讼未获法院支持。 https://slicast.com/ko/article/1jvi35n Slicast ko 2026-10-31T19:03:35.000Z SpaceXAI, 대기 오염을 둘러싸고 NAACP가 제기한 소송에 대해 기각 신청이 기각됐다. https://slicast.com/article/1lt8n3z Slicast en 2026-10-31T18:36:50.000Z Sam Altman said home PC RAM is a waste of limited DRAM supply, and OpenAI could absorb as much as 40% of supply. https://slicast.com/zh/article/1lt8n3z Slicast zh-cn 2026-10-31T18:36:50.000Z Sam Altman称个人电脑中的内存是一种浪费，而OpenAI或将占去高达40%的DRAM供应。 https://slicast.com/ko/article/1lt8n3z Slicast ko 2026-10-31T18:36:50.000Z Sam Altman은 가정용 PC RAM이 한정된 DRAM 공급을 낭비하는 것이라고 말했으며, OpenAI가 공급량의 최대 40%를 흡수할 수 있다고 밝혔다. https://slicast.com/article/19v4mcg Slicast en 2026-10-31T18:00:00.000Z An eight-storey hub equivalent in size to 11 MCGs leads a $5 billion data centre queue in Australia. https://slicast.com/zh/article/19v4mcg Slicast zh-cn 2026-10-31T18:00:00.000Z 一座相当于11个MCG（墨尔本板球场）大小的八层枢纽，位居一个$5 billion数据中心排队项目之首。 https://slicast.com/ko/article/19v4mcg Slicast ko 2026-10-31T18:00:00.000Z 8층 규모의 허브 시설로, 크기는 MCG 11개에 맞먹으며, 호주에서 50억 달러 규모의 데이터센터 대기 프로젝트 중 선두에 있다. https://slicast.com/article/79xph2 Slicast en 2026-10-31T17:31:18.000Z Opposition to AI data centers in West Virginia spans 2 sites involving $45B. https://slicast.com/zh/article/79xph2 Slicast zh-cn 2026-10-31T17:31:18.000Z 西弗吉尼亚州围绕AI数据中心的争议涉及2个站点，总额$45B。 https://slicast.com/ko/article/79xph2 Slicast ko 2026-10-31T17:31:18.000Z West Virginia의 AI 데이터센터에 대한 반대는 총 450억 달러 규모의 2개 사업지에 걸쳐 있다. https://slicast.com/article/9wnugd Slicast en 2026-10-31T17:26:00.000Z KLA shares gained attention after an earnings beat and a strong outlook. https://slicast.com/zh/article/9wnugd Slicast zh-cn 2026-10-31T17:26:00.000Z 科磊（KLA）业绩超出预期且展望强劲，股价受到关注。 https://slicast.com/ko/article/9wnugd Slicast ko 2026-10-31T17:26:00.000Z KLA 주가는 실적 상회와 강력한 전망에 힘입어 주목을 받았다. https://slicast.com/article/izho9m Slicast en 2026-10-31T16:54:29.000Z Micron shares face questions over AI spending after strong earnings and mixed memory signals. https://slicast.com/zh/article/izho9m Slicast zh-cn 2026-10-31T16:54:29.000Z 美光（Micron）业绩强劲，但内存信号喜忧参半，其股价面临AI支出是否可持续的疑问。 https://slicast.com/ko/article/izho9m Slicast ko 2026-10-31T16:54:29.000Z Micron 주가, 호실적과 엇갈린 메모리 신호 속에 AI 투자 지출을 둘러싼 의문에 직면 https://slicast.com/article/1ec7l2m Slicast en 2026-10-31T16:28:27.000Z Analysis of CXMT's DRAM expansion flags risks for Micron and other memory stocks. https://slicast.com/zh/article/1ec7l2m Slicast zh-cn 2026-10-31T16:28:27.000Z 分析认为，长鑫存储（CXMT）扩大DRAM产能，将给美光及其他内存类股票带来风险。 https://slicast.com/ko/article/1ec7l2m Slicast ko 2026-10-31T16:28:27.000Z CXMT의 DRAM 증설 분석, Micron 및 기타 메모리 종목에 대한 리스크 부각 https://slicast.com/article/d28lp9 Slicast en 2026-10-31T16:11:40.000Z French lawmakers approved an amendment proposing a €0.055-per-gigabyte tax on digital content delivered to internet subscribers in France, which the headline puts at $11.2 billion. https://slicast.com/zh/article/d28lp9 Slicast zh-cn 2026-10-31T16:11:40.000Z 法国议员通过一项修正案，提议对向法国互联网用户交付的数字内容每GB征收€0.055的税，标题称其规模为$11.2 billion。 https://slicast.com/article/1a830hk Slicast en 2026-10-31T15:36:14.000Z Google's experimental orbital datacenter prototype, described as an AI satellite, used its TPU to produce a haiku sent to Earth. https://slicast.com/zh/article/1a830hk Slicast zh-cn 2026-10-31T15:36:14.000Z 谷歌（Google）的实验性太空数据中心原型（一颗AI卫星）利用其TPU生成俳句并发回地球。 https://slicast.com/ko/article/1a830hk Slicast ko 2026-10-31T15:36:14.000Z Google의 실험적 궤도 데이터센터 시제품인 AI 위성은 TPU를 활용해 하이쿠 한 편을 생성했으며, 이를 지구로 전송했다. https://slicast.com/article/ghyhul Slicast en 2026-10-31T15:30:00.000Z A nine-building, 747-acre campus is described as needing enough electricity to power a small city many times over. https://slicast.com/zh/article/ghyhul Slicast zh-cn 2026-10-31T15:30:00.000Z 一个占地747英亩、包含9栋建筑的园区，据报道其用电量相当于一座小城市的许多倍。 https://slicast.com/ko/article/ghyhul Slicast ko 2026-10-31T15:30:00.000Z 9개 동, 747에이커 규모의 캠퍼스는 소규모 도시를 여러 배 밝힐 만큼의 전력이 필요한 것으로 묘사되고 있다. https://slicast.com/article/39ax7j Slicast en 2026-10-31T15:23:33.000Z Iluvatar CoreX claims its Tiangai 300 GPU beats NVIDIA's H200 in its own live demo, but the only outside test shows just a 5% lead. https://slicast.com/zh/article/39ax7j Slicast zh-cn 2026-10-31T15:23:33.000Z 天数智芯（Iluvatar CoreX）称其Tiangai 300 GPU在自家现场演示中胜过英伟达H200，但唯一的外部测试仅显示约5%的领先幅度。 https://slicast.com/ko/article/39ax7j Slicast ko 2026-10-31T15:23:33.000Z Iluvatar CoreX는 자사 시연에서 Tiangai 300 GPU가 NVIDIA H200을 앞섰다고 주장했지만, 외부에서 진행된 유일한 테스트에서는 5% 우위에 그쳤다. https://slicast.com/article/1kn1jkl Slicast en 2026-10-31T15:09:40.000Z A case involving billionaire Jensen Huang is cited as showing CEOs are now front-line targets in the U.S.-China chip contest. https://slicast.com/zh/article/1kn1jkl Slicast zh-cn 2026-10-31T15:09:40.000Z 有报道称，与亿万富翁黄仁勋（Jensen Huang）相关的一起案件表明，在美中芯片竞争中，首席执行官已成为前线目标。 https://slicast.com/ko/article/1kn1jkl Slicast ko 2026-10-31T15:09:40.000Z 미국과 중국의 반도체 경쟁에서 CEO가 이제 최전선의 표적이 되고 있음을 보여주는 사례로, 억만장자 젠슨 황 관련 사건이 거론되고 있다. https://slicast.com/article/dtx80y Slicast en 2026-10-31T14:55:00.000Z Sam Altman met Samsung to secure AI memory supply. https://slicast.com/zh/article/dtx80y Slicast zh-cn 2026-10-31T14:55:00.000Z Sam Altman与三星会面，洽谈确保AI内存供应。 https://slicast.com/ko/article/dtx80y Slicast ko 2026-10-31T14:55:00.000Z 샘 올트먼, AI 메모리 공급 확보를 위해 삼성과 만나다. https://slicast.com/article/19na7rm Slicast en 2026-10-31T14:41:39.000Z Cerebras shares slid 5.2% amid a short seller's claim, and a cloud deal is not yet live. https://slicast.com/zh/article/19na7rm Slicast zh-cn 2026-10-31T14:41:39.000Z Cerebras股价下跌5.2%，同时一份做空报告提出指控，一项云服务合作尚未上线。 https://slicast.com/ko/article/19na7rm Slicast ko 2026-10-31T14:41:39.000Z Cerebras 주가가 공매도 세력의 주장으로 인해 5.2% 하락했으며, 클라우드 계약은 아직 가동되지 않았습니다. https://slicast.com/article/19xr167 Slicast en 2026-10-31T14:18:50.000Z Anthropic reported an $80 billion loss ahead of a potential IPO amid heavy AI spending. https://slicast.com/zh/article/19xr167 Slicast zh-cn 2026-10-31T14:18:50.000Z Anthropic在可能的首次公开募股（IPO）之前报告了800亿美元亏损，主要源于AI支出高企。 https://slicast.com/ko/article/19xr167 Slicast ko 2026-10-31T14:18:50.000Z Anthropic, 잠재적 IPO를 앞두고 막대한 AI 투자 지출로 800억 달러 손실을 보고했다. https://slicast.com/article/1bp1b88 Slicast en 2026-10-31T14:14:07.000Z Marvell shares sank 14% in a week on reports of talks involving Lumentum, with chipmakers quoted as saying they 'Don't Have a Choice'. https://slicast.com/zh/article/1bp1b88 Slicast zh-cn 2026-10-31T14:14:07.000Z 美满电子股价一周内下跌14%，此前有报道称其与朗美通存在洽谈，芯片厂商的表态是'别无选择'。 https://slicast.com/ko/article/1bp1b88 Slicast ko 2026-10-31T14:14:07.000Z Marvell 주가, Lumentum과의 협상 보도에 일주일 새 14% 하락... 반도체 업체들은 "Don't Have a Choice"라고 언급. Wait, I need to correct that: the output should be a clean translation without the stray ellipsis and with the quote https://slicast.com/article/eq6vkx Slicast en 2026-10-31T14:05:39.000Z Intel shares plunged nearly 30% in their worst day since the 1970s after a soft fourth-quarter outlook overshadowed AI chip demand. https://slicast.com/zh/article/eq6vkx Slicast zh-cn 2026-10-31T14:05:39.000Z 英特尔股价一日暴跌近30%，为1970年代以来最糟糕的一天，原因是第四季度业绩指引疲软，盖过了AI芯片需求的利好。 https://slicast.com/ko/article/eq6vkx Slicast ko 2026-10-31T14:05:39.000Z Intel 주가가 4분기 실적 전망 부진으로 AI 칩 수요에 대한 기대가 가려지면서 1970년대 이후 최악의 하루를 기록하며 약 30% 급락했다. https://slicast.com/article/bswt1d Slicast en 2026-10-31T13:49:09.000Z A platform that lets users rent out idle Macs for AI inference warns that its revenues are falling as token prices keep dropping, citing a 77% fall in Anthropic token prices. https://slicast.com/zh/article/bswt1d Slicast zh-cn 2026-10-31T13:49:09.000Z 一家允许用户出租闲置Mac用于人工智能推理的平台警告称，随着词元价格持续下跌，其收入正在减少，并提到Anthropic的词元价格下降了77%。 https://slicast.com/article/1ywqld5 Slicast en 2026-10-31T13:33:08.000Z Google is exploring demand-response programs to manage the power needs of its AI data centers. https://slicast.com/zh/article/1ywqld5 Slicast zh-cn 2026-10-31T13:33:08.000Z 谷歌正在探索需求响应项目，以管理其人工智能数据中心的用电需求。 https://slicast.com/ko/article/1ywqld5 Slicast ko 2026-10-31T13:33:08.000Z Google는 AI 데이터센터의 전력 수요를 관리하기 위해 수요반응(demand-response) 프로그램을 검토하고 있다. https://slicast.com/article/19461hn Slicast en 2026-10-31T13:26:10.000Z Simply Wall St says Flex's earnings beat could reset the investment case for Flex stock. https://slicast.com/zh/article/19461hn Slicast zh-cn 2026-10-31T13:26:10.000Z Simply Wall St称，伟创力的业绩超预期或将重塑该股的投资逻辑。 https://slicast.com/article/kz6z35 Slicast en 2026-10-31T13:23:00.000Z CXMT completed engineering sample validation for its sixth-generation DRAM technology platform based on the 4F² architecture. https://slicast.com/zh/article/kz6z35 Slicast zh-cn 2026-10-31T13:23:00.000Z 长鑫存储（CXMT）已完成基于4F²架构的第六代存储技术平台工程样片验证。 https://slicast.com/ko/article/kz6z35 Slicast ko 2026-10-31T13:23:00.000Z CXMT는 4F² 아키텍처 기반의 6세대 DRAM 기술 플랫폼에 대한 엔지니어링 샘플 검증을 완료했다. https://slicast.com/article/ikem8n Slicast en 2026-10-31T13:15:46.000Z A review of China A-share third-quarter reports finds AI computing power leading performance, materials seeing rising prices and volumes, while property and consumer sectors are still bottoming out. https://slicast.com/zh/article/ikem8n Slicast zh-cn 2026-10-31T13:15:46.000Z 对A股三季度报告的梳理显示，人工智能算力板块业绩领跑，材料板块量价齐升，而地产与消费板块仍在寻底。 https://slicast.com/article/reeqge Slicast en 2026-10-31T13:00:00.000Z Intel is shifting production capacity from consumer CPUs to server CPUs and expanding chipmaking and advanced packaging capacity in the U.S., Ireland and Malaysia to meet surging AI-driven demand for https://slicast.com/zh/article/reeqge Slicast zh-cn 2026-10-31T13:00:00.000Z 英特尔正将产能从消费级CPU转向服务器CPU，并在美国、爱尔兰和马来西亚扩建芯片制造与先进封装产能，以应对人工智能驱动的数据中心CPU需求激增。 https://slicast.com/ko/article/reeqge Slicast ko 2026-10-31T13:00:00.000Z Intel는 AI 기반 데이터센터 CPU 수요 급증에 대응하기 위해 소비자용 CPU에서 서버용 CPU로 생산 능력을 전환하고, 미국, 아일랜드, 말레이시아에서 반도체 제조 및 첨단 패키징 역량을 확대하고 있다. https://slicast.com/article/117y7tt Slicast en 2026-10-31T12:42:30.000Z The Economic Times reports that AI is driving up memory prices and questions why Sam Altman is criticising personal PC memory, with Altman calling it 'quite terrible' amid the supply crunch. https://slicast.com/zh/article/117y7tt Slicast zh-cn 2026-10-31T12:42:30.000Z 经济时报报道称，人工智能正在推高内存价格，并质疑Sam Altman为何批评个人电脑内存，Altman在供应紧张之际称其'相当糟糕'。 https://slicast.com/ko/article/117y7tt Slicast ko 2026-10-31T12:42:30.000Z The Economic Times는 AI가 메모리 가격을 끌어올리고 있다고 보도하며, 공급 부족 속에서 Sam Altman이 개인용 PC 메모리를 비판하는 이유에 의문을 제기했다. Altman은 이를 "quite terrible"이라고 표현했다. https://slicast.com/article/lhards Slicast en 2026-10-31T12:35:33.000Z TradingView lists tranche 1 estimates for Core Scientific warrants (NASDAQ:CORZW), a capital-markets item that does not disclose new operating terms. https://slicast.com/zh/article/lhards Slicast zh-cn 2026-10-31T12:35:33.000Z TradingView列出了Core Scientific认股权证（NASDAQ:CORZW）的第一批次估值数据，属于资本市场信息，未披露新的经营条款。 https://slicast.com/article/9qztaa Slicast en 2026-10-31T12:34:30.000Z OpenAI CEO Sam Altman met Samsung executives in South Korea to discuss memory chip supply and AI infrastructure, with reports describing a push to strengthen collaboration on AI and storage chips. https://slicast.com/zh/article/9qztaa Slicast zh-cn 2026-10-31T12:34:30.000Z OpenAI首席执行官Sam Altman在韩国会见三星高管，讨论内存芯片供应与人工智能基础设施，据报道双方意在加强人工智能与存储芯片领域的合作。 https://slicast.com/ko/article/9qztaa Slicast ko 2026-10-31T12:34:30.000Z OpenAI CEO Sam Altman는 메모리 반도체 공급과 AI 인프라를 논의하기 위해 한국에서 삼성 경영진과 만났다. 보도에 따르면 AI 및 스토리지 반도체 분야의 협력을 강화하려는 움직임이다. https://slicast.com/article/u3i0ju Slicast en 2026-10-31T12:33:33.000Z A tech-insider.org report says five chip vendors have joined a Google TPU deployment on Oracle Cloud Infrastructure (OCI), though the source gives no further detail. https://slicast.com/zh/article/u3i0ju Slicast zh-cn 2026-10-31T12:33:33.000Z 据tech-insider.org报道，已有五家芯片厂商加入谷歌TPU在甲骨文OCI上的部署，但来源未提供更多细节。 https://slicast.com/article/1rux120 Slicast en 2026-10-31T12:30:00.000Z MarketWatch reports that Nvidia's ties to Megaspeed show potential blind spots in the U.S. effort to block China from accessing advanced chips. https://slicast.com/zh/article/1rux120 Slicast zh-cn 2026-10-31T12:30:00.000Z MarketWatch报道称，英伟达与Megaspeed的往来暴露出美国阻止中国获取先进芯片努力中的潜在盲区。 https://slicast.com/ko/article/1rux120 Slicast ko 2026-10-31T12:30:00.000Z MarketWatch는 Nvidia와 Megaspeed 간의 관계가 중국의 첨단 반도체 접근을 차단하려는 미국의 노력에 잠재적인 사각지대가 있음을 보여준다고 보도했다. https://slicast.com/article/p5nhks Slicast en 2026-10-31T12:05:44.000Z A news.lavx.hu report says AI is now competing for Arizona's water supply. https://slicast.com/zh/article/p5nhks Slicast zh-cn 2026-10-31T12:05:44.000Z 一篇报道称，人工智能正在争夺亚利桑那州的水资源。 https://slicast.com/ko/article/p5nhks Slicast ko 2026-10-31T12:05:44.000Z AI가 이제 애리조나의 물 공급을 두고 경쟁하고 있다고 news.lavx.hu가 보도했다. https://slicast.com/article/enqw1f Slicast en 2026-10-31T12:02:12.000Z Huawei and Kehua have issued price-increase notices for solar-plus-storage products, and the report says the key question is whether downstream power-station buyers can absorb the cost shift. https://slicast.com/zh/article/enqw1f Slicast zh-cn 2026-10-31T12:02:12.000Z 华为、科华已发出光伏与储能产品涨价函，报道称成本正转移给下游电站，电站的承受能力成为关键。 https://slicast.com/article/1g7dmkh Slicast en 2026-10-31T12:00:27.000Z Seeking Alpha looks at the custom chips of Amazon (AMZN:NASDAQ) and Google, and at what each company has said about the future of those programs. https://slicast.com/zh/article/1g7dmkh Slicast zh-cn 2026-10-31T12:00:27.000Z Seeking Alpha分析了亚马逊（AMZN:NASDAQ）与谷歌的定制芯片，并梳理了两家公司对这些项目未来的表态。 https://slicast.com/article/fc3tu2 Slicast en 2026-10-31T11:58:00.000Z An analysis piece argues that whether domestic GPUs can compete with overseas products depends mainly on the software stack. https://slicast.com/zh/article/fc3tu2 Slicast zh-cn 2026-10-31T11:58:00.000Z 一篇分析文章认为，国产图形处理器能否与海外产品竞争，关键在于软件栈。 https://slicast.com/article/1p6u303 Slicast en 2026-10-31T11:57:20.000Z A TMT report says compute orders keep growing, yet it is getting harder for chip buyers to arrange the money to pay for chips. https://slicast.com/zh/article/1p6u303 Slicast zh-cn 2026-10-31T11:57:20.000Z 钛媒体报道称，算力订单持续增长，但芯片采购方的资金安排却越来越困难。 https://slicast.com/ko/article/1p6u303 Slicast ko 2026-10-31T11:57:20.000Z TMT 보고서에 따르면 컴퓨팅 주문은 계속 늘고 있지만, 칩 구매자가 칩 대금을 마련하는 것은 점점 더 어려워지고 있다. https://slicast.com/article/iaxg3n Slicast en 2026-10-31T11:44:00.000Z Wall Street erased $1 trillion in stock market value as tech's $828 billion AI spending spree sparked investor fears. https://slicast.com/zh/article/iaxg3n Slicast zh-cn 2026-10-31T11:44:00.000Z 华尔街市值蒸发1万亿美元，科技行业8280亿美元的人工智能支出热潮引发投资者担忧。 https://slicast.com/ko/article/iaxg3n Slicast ko 2026-10-31T11:44:00.000Z 월가에서 기술주의 8,280억 달러 규모 AI 투자 열풍이 투자자들의 우려를 불러일으키며 주식시장 시가총액 1조 달러가 증발했다. https://slicast.com/article/1hx8fyx Slicast en 2026-10-31T11:43:41.000Z SK Chairman Chey Tae-won and Samsung executives met Sam Altman, whom Korean media call the 'ChatGPT father'. https://slicast.com/zh/article/1hx8fyx Slicast zh-cn 2026-10-31T11:43:41.000Z SK集团董事长崔泰源与三星高管会见了Sam Altman，韩国媒体称其为'ChatGPT之父'。 https://slicast.com/ko/article/1hx8fyx Slicast ko 2026-10-31T11:43:41.000Z SK 회장 최태원 회장과 삼성 경영진은 한국 언론이 'ChatGPT의 아버지'로 부르는 샘 올트먼을 만났다. https://slicast.com/article/101m4ey Slicast en 2026-10-31T11:35:11.000Z TeraWulf has secured a larger credit line that gives it more funding flexibility. https://slicast.com/zh/article/101m4ey Slicast zh-cn 2026-10-31T11:35:11.000Z TeraWulf获得了额度更大的信贷额度，融资灵活性有所提升。 https://slicast.com/ko/article/101m4ey Slicast ko 2026-10-31T11:35:11.000Z TeraWulf, 더 큰 규모의 신용 한도를 확보해 자금 조달 유연성을 높였다. https://slicast.com/article/s5ecn6 Slicast en 2026-10-31T11:22:47.000Z SK Hynix says some buyers have cut HBM stacks to 8 layers even as its orders have topped 2x. https://slicast.com/zh/article/s5ecn6 Slicast zh-cn 2026-10-31T11:22:47.000Z SK海力士称，部分买家已将高带宽内存的堆叠层数削减至8层，而其订单量已超过2倍。 https://slicast.com/ko/article/s5ecn6 Slicast ko 2026-10-31T11:22:47.000Z SK Hynix는 일부 고객들이 HBM 스택을 8단으로 줄였다고 밝혔으나, 주문량은 2배를 넘어섰다. https://slicast.com/article/1l11q9o Slicast en 2026-10-31T11:19:07.000Z OpenAI has cut its funding target, a move the source argues changes the outlook for the tech sector. https://slicast.com/zh/article/1l11q9o Slicast zh-cn 2026-10-31T11:19:07.000Z OpenAI下调了其融资目标，该报道认为此举将改变科技行业的前景。 https://slicast.com/ko/article/1l11q9o Slicast ko 2026-10-31T11:19:07.000Z OpenAI가 자금 조달 목표를 축소했으며, 이는 기술 업계의 전망을 바꿀 수 있는 움직임이라고 해당 보도는 분석했다. https://slicast.com/article/1ox4aj7 Slicast en 2026-10-31T11:12:16.000Z An article asks who will pay for domestic GPU makers competing in supernode systems. https://slicast.com/zh/article/1ox4aj7 Slicast zh-cn 2026-10-31T11:12:16.000Z 一篇文章探讨国产图形处理器厂商在超节点系统上展开竞争时，究竟由谁来买单。 https://slicast.com/ko/article/1ox4aj7 Slicast ko 2026-10-31T11:12:16.000Z 국내 GPU 기업들이 슈퍼노드 시스템 경쟁에 나서면서, 그 비용을 누가 부담할 것인지에 대한 질문이 제기되고 있다. https://slicast.com/article/pbg1n1 Slicast en 2026-10-31T11:09:52.000Z Abbott's data center freeze is slowing data-center dealmaking in Texas. https://slicast.com/zh/article/pbg1n1 Slicast zh-cn 2026-10-31T11:09:52.000Z Abbott的数据中心冻结措施正在放缓得克萨斯州的数据中心交易。 https://slicast.com/ko/article/pbg1n1 Slicast ko 2026-10-31T11:09:52.000Z Abbott의 데이터센터 동결 조치로 텍사스의 데이터센터 거래가 둔화되고 있다. https://slicast.com/article/ludsua Slicast en 2026-10-31T11:03:14.000Z Data Center Dynamics reports that Europe's AI ambitions are running into a power bottleneck, as outdated grid infrastructure keeps the region from fully using renewable energy. https://slicast.com/zh/article/ludsua Slicast zh-cn 2026-10-31T11:03:14.000Z 欧洲的人工智能雄心正受到电力瓶颈制约：数据中心需求激增，但老旧电网使欧洲无法充分利用可再生能源。 https://slicast.com/ko/article/ludsua Slicast ko 2026-10-31T11:03:14.000Z Data Center Dynamics는 유럽의 AI 야망이 전력 병목에 부딪히고 있다고 보도했다. 노후된 전력망 인프라로 인해 해당 지역이 재생에너지를 온전히 활용하지 못하고 있다는 것이다. https://slicast.com/article/tgi5c Slicast en 2026-10-31T11:00:48.000Z Locals in Tungkillo, Australia, are opposing a proposed 1,200MW data centre. https://slicast.com/zh/article/tgi5c Slicast zh-cn 2026-10-31T11:00:48.000Z 澳大利亚Tungkillo当地居民反对一个拟建的1200兆瓦数据中心项目。 https://slicast.com/ko/article/tgi5c Slicast ko 2026-10-31T11:00:48.000Z Tungkillo, Australia의 주민들이 제안된 1,200MW 규모의 데이터센터 건설에 반대하고 있다. https://slicast.com/article/dctxnn Slicast en 2026-10-31T11:00:04.000Z Anthropic's IPO filing discloses nearly $900 billion in future AI commitments. https://slicast.com/zh/article/dctxnn Slicast zh-cn 2026-10-31T11:00:04.000Z Anthropic的首次公开募股招股文件显示，其未来人工智能相关承诺接近9000亿美元。 https://slicast.com/ko/article/dctxnn Slicast ko 2026-10-31T11:00:04.000Z Anthropic의 IPO 신고서에 따르면 향후 AI 관련 계약 약정 규모가 약 9,000억 달러에 달하는 것으로 나타났다. https://slicast.com/article/1wn0i6m Slicast en 2026-10-31T10:43:58.000Z Microsoft is offering voluntary severance to about 60,000 employees, roughly a quarter of its workforce, in its second such program this year, while shielding AI-critical teams. https://slicast.com/zh/article/1wn0i6m Slicast zh-cn 2026-10-31T10:43:58.000Z 微软向约6万名员工（约占其员工总数的四分之一）提供自愿离职方案，这是其今年第二次推出此类方案，同时保护对人工智能至关重要的团队。 https://slicast.com/ko/article/1wn0i6m Slicast ko 2026-10-31T10:43:58.000Z Microsoft는 올해 두 번째 자발적 퇴직 프로그램을 시행하며, 약 6만 명의 직원, 즉 전체 인력의 약 4분의 1에게 제안하고 있으며, AI 핵심 조직은 예외로 두고 있다. https://slicast.com/article/dftho7 Slicast en 2026-10-31T10:43:44.000Z Malaysia has seized servers with advanced AI chips suspected of violating export controls. https://slicast.com/zh/article/dftho7 Slicast zh-cn 2026-10-31T10:43:44.000Z 马来西亚查获了疑似违反出口管制、搭载先进人工智能芯片的服务器。 https://slicast.com/ko/article/dftho7 Slicast ko 2026-10-31T10:43:44.000Z 말레이시아, 수출 통제 위반이 의심되는 첨단 AI 칩 탑재 서버 압수 https://slicast.com/article/iv1yq7 Slicast en 2026-10-31T10:43:02.000Z Iluvatar CoreX claims its Tiangai 300 matches Nvidia H200 performance. https://slicast.com/zh/article/iv1yq7 Slicast zh-cn 2026-10-31T10:43:02.000Z 天数智芯称其Tiangai 300的性能可与英伟达H200相媲美。 https://slicast.com/ko/article/iv1yq7 Slicast ko 2026-10-31T10:43:02.000Z Iluvatar CoreX는 자사의 Tiangai 300이 Nvidia H200의 성능과 대등하다고 주장했다. https://slicast.com/article/9qp9ef Slicast en 2026-10-31T10:37:00.000Z The PAX-1 data center in Cumberland County has delayed revealing its tenant amid possible 'revisions'. https://slicast.com/zh/article/9qp9ef Slicast zh-cn 2026-10-31T10:37:00.000Z 位于Cumberland County的PAX-1数据中心推迟披露其租户身份，原因可能是存在'修订'。 https://slicast.com/ko/article/9qp9ef Slicast ko 2026-10-31T10:37:00.000Z PAX-1 데이터센터(컴벌랜드 카운티)는 가능한 '수정'을 이유로 입주 기업 공개를 연기했다. https://slicast.com/article/1vaxujd Slicast en 2026-10-31T10:36:33.000Z Oracle capped its new funding at $20 billion, below one quarter of its capital expenditure. https://slicast.com/zh/article/1vaxujd Slicast zh-cn 2026-10-31T10:36:33.000Z 甲骨文将新增融资额度上限设定为200亿美元，低于其一个季度的资本开支。 https://slicast.com/ko/article/1vaxujd Slicast ko 2026-10-31T10:36:33.000Z Oracle는 신규 자금 조달 규모를 200억 달러로 제한했으며, 이는 자본 지출의 4분의 1에 미치지 못한다. https://slicast.com/article/bz1fem Slicast en 2026-10-31T10:07:13.000Z Texas Democrats see data centers as a winning political issue, according to an ABC News report. https://slicast.com/zh/article/bz1fem Slicast zh-cn 2026-10-31T10:07:13.000Z 据ABC News报道，德州民主党人认为数据中心是一个有望赢得选民支持的政治议题。 https://slicast.com/article/bnstkh Slicast en 2026-10-31T09:58:09.000Z Nvidia is weighing billions of dollars in credit guarantees to support Nscale's $45bn data centre deal with Anthropic. https://slicast.com/zh/article/bnstkh Slicast zh-cn 2026-10-31T09:58:09.000Z 据报道，英伟达正考虑提供数十亿美元的信用担保，以支持Nscale与Anthropic价值450亿美元的数据中心交易。 https://slicast.com/ko/article/bnstkh Slicast ko 2026-10-31T09:58:09.000Z Nvidia는 Anthropic과의 450억 달러 규모 데이터센터 계약을 추진 중인 Nscale을 지원하기 위해 수십억 달러 규모의 신용보증을 검토하고 있다. https://slicast.com/article/h6xh89 Slicast en 2026-10-31T09:45:00.000Z nVent Electric (NVT) has published highlights from its Q3 2026 earnings call, but the excerpt is truncated before the disclosed figures. https://slicast.com/zh/article/h6xh89 Slicast zh-cn 2026-10-31T09:45:00.000Z nVent Electric（NVT）发布了2026年第三季度财报电话会议要点，但摘要在披露具体数字前被截断。 https://slicast.com/article/1blnqlv Slicast en 2026-10-31T09:33:54.000Z Simply Wall St examines what Sterling Infrastructure (STRL) is pursuing with its acquisition push. https://slicast.com/zh/article/1blnqlv Slicast zh-cn 2026-10-31T09:33:54.000Z Simply Wall St分析了Sterling Infrastructure（STRL）此轮收购扩张的目标。 https://slicast.com/article/13osldg Slicast en 2026-10-31T09:26:48.000Z SK Hynix has said it sees a memory shortage lasting into 2030, lifting Lam Research shares. https://slicast.com/zh/article/13osldg Slicast zh-cn 2026-10-31T09:26:48.000Z SK海力士表示预计存储器短缺将持续至2030年，带动泛林集团股价上涨。 https://slicast.com/ko/article/13osldg Slicast ko 2026-10-31T09:26:48.000Z SK하이닉스는 메모리 공급 부족이 2030년까지 이어질 것으로 내다본다고 밝혔으며, 이에 따라 Lam Research 주가가 상승했다. https://slicast.com/article/1wc7ypv Slicast en 2026-10-31T09:22:52.000Z OpenAI raised only about $11 billion of its $30 billion target in its latest funding round, and the $1.25 trillion valuation fell short of expectations. https://slicast.com/zh/article/1wc7ypv Slicast zh-cn 2026-10-31T09:22:52.000Z OpenAI在最新一轮融资中仅募得约110亿美元，远低于300亿美元的目标，其1.25万亿美元估值也未达预期。 https://slicast.com/ko/article/1wc7ypv Slicast ko 2026-10-31T09:22:52.000Z OpenAI는 최근 펀딩 라운드에서 목표액 300억 달러 중 약 110억 달러만 조달했으며, 1조 2,500억 달러 기업가치 역시 기대에 미치지 못했습니다. https://slicast.com/article/1j4f2wj Slicast en 2026-10-31T09:18:42.000Z Nebius CEO addressed tighter financing conditions for the company's AI capacity expansion. https://slicast.com/zh/article/1j4f2wj Slicast zh-cn 2026-10-31T09:18:42.000Z Nebius首席执行官谈到了公司AI算力扩张面临的融资收紧问题。 https://slicast.com/ko/article/1j4f2wj Slicast ko 2026-10-31T09:18:42.000Z Nebius CEO, 회사의 AI 역량 확장을 위한 자금 조달 여건 악화에 대해 언급했다. https://slicast.com/article/1yetf50 Slicast en 2026-10-31T09:01:57.000Z Applied Materials has deepened its stake in Besi, and Besi shares rose 6.13% on the news. https://slicast.com/zh/article/1yetf50 Slicast zh-cn 2026-10-31T09:01:57.000Z 应用材料增持Besi股份，消息公布后Besi股价上涨6.13%。 https://slicast.com/ko/article/1yetf50 Slicast ko 2026-10-31T09:01:57.000Z Applied Materials가 Besi에 대한 지분을 확대했으며, 이 소식에 Besi 주가는 6.13% 상승했다. https://slicast.com/article/hwt3x Slicast en 2026-10-31T08:31:46.000Z Residents in the Adelaide Hills protested a proposed AI data centre in Australia. https://slicast.com/zh/article/hwt3x Slicast zh-cn 2026-10-31T08:31:46.000Z Adelaide Hills居民抗议一座拟建的AI数据中心项目。 https://slicast.com/ko/article/hwt3x Slicast ko 2026-10-31T08:31:46.000Z Adelaide Hills 주민들이 호주에 계획된 AI 데이터센터 건설에 반대하는 시위를 벌였다. https://slicast.com/article/1xu1v18 Slicast en 2026-10-31T07:57:44.000Z Larsen & Toubro has extended the deadline for its business deal with Vyoma.AI. https://slicast.com/zh/article/1xu1v18 Slicast zh-cn 2026-10-31T07:57:44.000Z Larsen & Toubro已延长与Vyoma.AI业务交易的截止期限。 https://slicast.com/article/1lg4m4s Slicast en 2026-10-31T07:57:23.000Z Finnish police are investigating Google over the clearing of 330 Ha of land, according to Tech-Insider. https://slicast.com/zh/article/1lg4m4s Slicast zh-cn 2026-10-31T07:57:23.000Z 据Tech-Insider报道，芬兰警方正就谷歌清理330 Ha（公顷）土地一事展开调查。 https://slicast.com/ko/article/1lg4m4s Slicast ko 2026-10-31T07:57:23.000Z 핀란드 경찰이 330 Ha 규모의 토지 개발과 관련해 Google을 조사하고 있다고 Tech-Insider가 보도했다. https://slicast.com/article/11d3tew Slicast en 2026-10-31T07:39:48.000Z The EIA (U.S. Energy Information Administration) forecasts that U.S. power use will hit record highs in 2026 and 2027 as AI use surges. https://slicast.com/zh/article/11d3tew Slicast zh-cn 2026-10-31T07:39:48.000Z EIA（美国能源信息署）预测，随着AI用电激增，2026年和2027年美国电力消费将创下历史新高。 https://slicast.com/ko/article/11d3tew Slicast ko 2026-10-31T07:39:48.000Z 미국 에너지정보청(EIA)은 AI 사용이 급증하면서 2026년과 2027년 미국의 전력 사용량이 사상 최고치를 기록할 것으로 전망했다. https://slicast.com/article/1qdjh3x Slicast en 2026-10-31T07:05:00.000Z SK Group Chairman Chey Tae-won hosted Sam Altman for lunch in Seoul, with discussion centred on 900,000 HBM wafers per month and cooperation on Stargate. https://slicast.com/zh/article/1qdjh3x Slicast zh-cn 2026-10-31T07:05:00.000Z SK集团董事长Chey Tae-won在首尔宴请Sam Altman，讨论重点为每月90万片HBM晶圆的规模以及Stargate合作。 https://slicast.com/ko/article/1qdjh3x Slicast ko 2026-10-31T07:05:00.000Z SK그룹 최태원 회장이 서울에서 샘 올트먼과 점심 식사를 함께했으며, 월 90만 장 규모의 HBM 웨이퍼와 스타게이트 협력이 주요 논의 주제였다. https://slicast.com/article/1gk08yn Slicast en 2026-10-31T06:40:00.000Z Sam Altman met Samsung executives as the chip crunch deepens, according to Bloomberg. https://slicast.com/zh/article/1gk08yn Slicast zh-cn 2026-10-31T06:40:00.000Z 据彭博社报道，Sam Altman在芯片短缺加剧之际会见了三星高管。 https://slicast.com/ko/article/1gk08yn Slicast ko 2026-10-31T06:40:00.000Z Sam Altman은 Bloomberg 보도에 따르면 반도체 공급난이 심화되는 가운데 삼성전자 경영진과 만났다. https://slicast.com/article/19h62bm Slicast en 2026-10-31T06:24:00.000Z Alliant Energy is targeting 1 GW of new data center contracts. https://slicast.com/zh/article/19h62bm Slicast zh-cn 2026-10-31T06:24:00.000Z Alliant Energy目标新增1吉瓦（GW）的数据中心合同。 https://slicast.com/ko/article/19h62bm Slicast ko 2026-10-31T06:24:00.000Z Alliant Energy, 신규 데이터센터 계약 1GW 확보를 목표로 하고 있다. https://slicast.com/article/tv80jd Slicast en 2026-10-31T06:18:00.000Z Anthropic's IPO could receive a junk credit rating despite its planned $800 billion AI spending program. https://slicast.com/zh/article/tv80jd Slicast zh-cn 2026-10-31T06:18:00.000Z Anthropic的IPO可能获得垃圾级信用评级，尽管其规划了8000亿美元的AI支出计划。 https://slicast.com/ko/article/tv80jd Slicast ko 2026-10-31T06:18:00.000Z Anthropic의 기업공개(IPO)는 800억 달러 규모의 AI 투자 계획에도 불구하고 투기 등급 신용평가를 받을 수 있다. https://slicast.com/article/yqel4u Slicast en 2026-10-31T06:11:59.000Z Intel shares fell 29% as the AI boom turned against chipmakers. https://slicast.com/zh/article/yqel4u Slicast zh-cn 2026-10-31T06:11:59.000Z 英特尔股价下跌29%，市场情绪转向对芯片厂商不利。 https://slicast.com/ko/article/yqel4u Slicast ko 2026-10-31T06:11:59.000Z Intel 주가가 AI 붐이 반도체 기업들에게 불리하게 작용하면서 29% 하락했다. https://slicast.com/article/570pns Slicast en 2026-10-31T05:41:09.000Z San Diego representatives plan to introduce legislation to stop the proposed NAVWAR data center. https://slicast.com/zh/article/570pns Slicast zh-cn 2026-10-31T05:41:09.000Z 圣迭戈的议员计划提出立法，阻止拟建的NAVWAR数据中心。 https://slicast.com/ko/article/570pns Slicast ko 2026-10-31T05:41:09.000Z 샌디에이고 하원의원들이 제안된 NAVWAR 데이터센터를 저지하기 위한 법안 발의를 추진하고 있다. https://slicast.com/article/19ko4wv Slicast en 2026-10-31T05:39:00.000Z Samsung presidents met OpenAI's Altman and pushed a Korea-wide AI transformation strategy. https://slicast.com/zh/article/19ko4wv Slicast zh-cn 2026-10-31T05:39:00.000Z 三星高层会见了OpenAI的奥尔特曼，并推动韩国范围内的人工智能转型。 https://slicast.com/ko/article/19ko4wv Slicast ko 2026-10-31T05:39:00.000Z 삼성 사장단이 OpenAI의 샘 올트먼과 만나 한국 전역의 AI 전환 전략을 추진하기로 했다. https://slicast.com/article/143ni3x Slicast en 2026-10-31T05:17:44.000Z ET Datacenters reports that warfare has exposed data-center vulnerabilities in the Middle East and Europe. https://slicast.com/zh/article/143ni3x Slicast zh-cn 2026-10-31T05:17:44.000Z ET Datacenters报道称，战事暴露了中东和欧洲数据中心的脆弱性。 https://slicast.com/article/115aci1 Slicast en 2026-10-31T05:12:00.000Z Riot Platforms (RIOT) stock is under scrutiny after a sell-off tied to its Rockdale lease, with the question being whether the shares are now a bargain. https://slicast.com/zh/article/115aci1 Slicast zh-cn 2026-10-31T05:12:00.000Z Riot Platforms（RIOT）因其Rockdale租约相关的抛售，股价是否已具投资价值受到关注。 https://slicast.com/ko/article/115aci1 Slicast ko 2026-10-31T05:12:00.000Z Riot Platforms(RIOT) 주가가 Rockdale 임대 계약과 관련된 매도세 이후 주목받고 있으며, 현재 주가가 저평가 구간인지가 쟁점이다. https://slicast.com/article/1mxzq5g Slicast en 2026-10-31T05:11:19.000Z A Chinese-language report says a world model guided chip design for the first time, yielding an oversized-core NPU rated at 700 TOPS with 99% of compute usable. https://slicast.com/zh/article/1mxzq5g Slicast zh-cn 2026-10-31T05:11:19.000Z 据中文报道，世界模型首次用于指导芯片设计，设计出的超大核神经网络处理器算力达每秒700万亿次运算，其中99%的算力可用。 https://slicast.com/ko/article/1mxzq5g Slicast ko 2026-10-31T05:11:19.000Z 세계 모델(world model)이 칩 설계를 처음으로 이끌어 700 TOPS 성능을 갖춘 대형 코어 NPU를 만들어냈으며, 연산 자원의 99%를 활용할 수 있다고 중국어 보도가 전했다. https://slicast.com/article/1o81e2h Slicast en 2026-10-31T05:02:39.000Z The AI: Reset to Zero newsletter (AI-RTZ #1256) covers Anthropic's S-1, Cloud Gang reports and an OpenAI price push. https://slicast.com/zh/article/1o81e2h Slicast zh-cn 2026-10-31T05:02:39.000Z 《AI: Reset to Zero》第1256期（AI-RTZ #1256）汇总了Anthropic的S-1文件、Cloud Gang报告及OpenAI的涨价动向。 https://slicast.com/ko/article/1o81e2h Slicast ko 2026-10-31T05:02:39.000Z The AI: Reset to Zero 뉴스레터(AI-RTZ #1256)는 Anthropic의 S-1, Cloud Gang 보고서, OpenAI의 가격 인상 소식을 다룹니다. https://slicast.com/article/iogm0y Slicast en 2026-10-31T03:25:18.000Z Boom Supersonic bet heavily on AI power turbines but has lost its first customer. https://slicast.com/zh/article/iogm0y Slicast zh-cn 2026-10-31T03:25:18.000Z Boom Supersonic曾大力押注人工智能供电涡轮机，但已失去第一位客户。 https://slicast.com/ko/article/iogm0y Slicast ko 2026-10-31T03:25:18.000Z Boom Supersonic은 AI 전력 터빈에 대대적으로 투자했으나 첫 고객을 잃었다. https://slicast.com/article/a8s6nd Slicast en 2026-10-31T03:18:42.000Z Gizmodo's headline frames Sam Altman as wanting all RAM so he could charge people to use it. https://slicast.com/zh/article/a8s6nd Slicast zh-cn 2026-10-31T03:18:42.000Z Gizmodo的标题将山姆·奥尔特曼描述为希望掌控所有内存，以便向他人收费使用。 https://slicast.com/article/1w7rao1 Slicast en 2026-10-31T02:22:44.000Z A&O Shearman discusses DSBJ's Hong Kong listing and how it connects the company's AI infrastructure growth story with global investors. https://slicast.com/zh/article/1w7rao1 Slicast zh-cn 2026-10-31T02:22:44.000Z A&O Shearman探讨了DSBJ在香港上市，以及该公司的人工智能基础设施增长故事如何吸引全球投资者。 https://slicast.com/ko/article/1w7rao1 Slicast ko 2026-10-31T02:22:44.000Z A&O Shearman, DSBJ의 홍콩 상장과 이것이 해당 기업의 AI 인프라 성장 스토리를 글로벌 투자자와 연결하는 방식에 대해 논의하다. https://slicast.com/article/1aw9czm Slicast en 2026-10-31T02:11:11.000Z DRAM prices are rising 10-15% in Q4, with a DDR5 kit reaching US$450. https://slicast.com/zh/article/1aw9czm Slicast zh-cn 2026-10-31T02:11:11.000Z 第四季度内存价格上涨10%至15%，一套DDR5内存售价达450美元。 https://slicast.com/ko/article/1aw9czm Slicast ko 2026-10-31T02:11:11.000Z DRAM 가격이 4분기에 10~15% 상승하고 있으며, DDR5 키트 가격은 450달러에 이르고 있다. https://slicast.com/article/lstmga Slicast en 2026-10-31T02:00:00.000Z Four leading intelligent-computing projects, with a combined investment of 15.2 billion yuan (152亿元), are starting construction together in Horinger (和林格尔), Inner Mongolia. https://slicast.com/zh/article/lstmga Slicast zh-cn 2026-10-31T02:00:00.000Z 152亿元资金落户和林格尔，四个头部智算项目集中开工。 https://slicast.com/ko/article/lstmga Slicast ko 2026-10-31T02:00:00.000Z 4개의 주요 지능형 컴퓨팅 프로젝트가 총 152억 위안(15.2 billion yuan)의 투자 규모로 내몽골 허린거얼(Horinger)에서 동시에 착공에 들어간다. https://slicast.com/article/mn7uqb Slicast en 2026-10-31T01:42:34.000Z Big Tech's US$700 billion AI spending is facing an investor reckoning as shareholders question the returns. https://slicast.com/zh/article/mn7uqb Slicast zh-cn 2026-10-31T01:42:34.000Z 大型科技公司的7000亿美元人工智能支出正面临投资者的集体审视。 https://slicast.com/ko/article/mn7uqb Slicast ko 2026-10-31T01:42:34.000Z 빅테크의 7,000억 달러 규모 AI 투자가 수익성에 대한 의문이 커지면서 투자자들의 재검토 국면을 맞고 있다. https://slicast.com/article/1scrzy0 Slicast en 2026-10-31T01:24:28.000Z Nvidia is weighing a debt guarantee, acting as cosigner, for Nscale's AI data center in West Virginia. https://slicast.com/zh/article/1scrzy0 Slicast zh-cn 2026-10-31T01:24:28.000Z 英伟达正考虑为Nscale位于西弗吉尼亚州的人工智能数据中心提供债务担保，并充当共同签署人。 https://slicast.com/ko/article/1scrzy0 Slicast ko 2026-10-31T01:24:28.000Z Nvidia는 Nscale의 웨스트버지니아 AI 데이터센터에 대해 연대보증인(cosigner) 역할을 하는 채무 보증을 검토하고 있다. https://slicast.com/article/197lopo Slicast en 2026-10-31T01:19:50.000Z Alliant Energy says it sees another 1 GW of data center demand. https://slicast.com/zh/article/197lopo Slicast zh-cn 2026-10-31T01:19:50.000Z Alliant Energy表示又发现1吉瓦的数据中心需求。 https://slicast.com/ko/article/197lopo Slicast ko 2026-10-31T01:19:50.000Z Alliant Energy, 데이터센터 수요 1GW 추가 확인 https://slicast.com/article/iojhf8 Slicast en 2026-10-31T01:18:43.000Z KLA's earnings call points to a strong AI-driven upswing in its business. https://slicast.com/zh/article/iojhf8 Slicast zh-cn 2026-10-31T01:18:43.000Z KLA的财报电话会议显示，人工智能驱动的业务回升势头强劲。 https://slicast.com/ko/article/iojhf8 Slicast ko 2026-10-31T01:18:43.000Z KLA의 실적 발표는 AI 주도의 강력한 사업 상승세를 시사한다. https://slicast.com/article/1jdhzg5 Slicast en 2026-10-31T00:57:13.000Z NextBigFuture estimates that up to 3 million GPUs could sit idle because chips are arriving before the power and data centers to run them, a problem worth roughly US$500 billion. https://slicast.com/zh/article/1jdhzg5 Slicast zh-cn 2026-10-31T00:57:13.000Z 据NextBigFuture估算，多达300万块图形处理器可能因芯片早于电力和数据中心就位而闲置，相关规模约5000亿美元。 https://slicast.com/ko/article/1jdhzg5 Slicast ko 2026-10-31T00:57:13.000Z NextBigFuture는 칩이 이를 가동할 전력 및 데이터센터보다 먼저 도입되면서 최대 300만 개의 GPU가 유휴 상태로 방치될 수 있다고 추정하며, 이 문제의 규모는 약 5,000억 달러에 달한다고 밝혔다. https://slicast.com/article/g2h2uy Slicast en 2026-10-31T00:05:00.000Z A report says a Chinese spy linked to Nvidia CEO Jensen Huang has alarmed the White House. https://slicast.com/zh/article/g2h2uy Slicast zh-cn 2026-10-31T00:05:00.000Z 一则报道称，与英伟达首席执行官黄仁勋有关联的中国间谍已引起白宫警觉。 https://slicast.com/ko/article/g2h2uy Slicast ko 2026-10-31T00:05:00.000Z 미국 백악관이 엔비디아 젠슨 황 CEO와 연관된 중국 스파이 의혹으로 우려를 표하고 있다는 보도가 나왔다. https://slicast.com/article/10jamyy Slicast en 2026-10-30T23:52:13.000Z The KC Council is weighing a US$20 million tax break for a data-center company. https://slicast.com/zh/article/10jamyy Slicast zh-cn 2026-10-30T23:52:13.000Z 堪萨斯城议会正在考虑向一家数据中心公司提供2000万美元税收减免。 https://slicast.com/ko/article/10jamyy Slicast ko 2026-10-30T23:52:13.000Z KC Council는 한 데이터센터 기업에 대해 2,000만 달러 규모의 세금 감면 방안을 검토 중이다. https://slicast.com/commentary/coreweave-2026-10-30 Slicast en 2026-10-30T20:14:26.581Z CoreWeave Stock, October 2026: 11% Single-Day Drop to $54 as Bond Yields Top 15% and the Neocloud Funding Model Faces a Stress Test https://slicast.com/zh/commentary/coreweave-2026-10-30 Slicast zh-cn 2026-10-30T20:14:26.581Z CoreWeave股价动态，2026年10月：单日跌11%至54美元，债券收益率升破15%，融资模式面临压力测试 https://slicast.com/brief/2026-10-31 Slicast en 2026-10-30T20:08:07.103Z Latest AI Infrastructure News: October 31, 2026 https://slicast.com/zh/brief/2026-10-31 Slicast zh-cn 2026-10-30T20:08:07.103Z AI 基础设施新闻早报 · 2026年10月31日 https://slicast.com/ko/brief/2026-10-31 Slicast ko 2026-10-30T20:08:07.103Z 최신 AI 인프라 뉴스 · 2026년 10월 31일 https://slicast.com/article/1puyqkl Slicast en 2026-10-30T19:11:06.000Z Inside Climate News reports that Texas, once considered 'the best place' to build data centers, is no longer seen that way. https://slicast.com/zh/article/1puyqkl Slicast zh-cn 2026-10-30T19:11:06.000Z Inside Climate News报道，曾被视为建设数据中心「最佳地点」的德克萨斯州，如今已不再被这样看待。 https://slicast.com/ko/article/1puyqkl Slicast ko 2026-10-30T19:11:06.000Z 텍사스는 한때 데이터센터를 짓기에 "최적의 장소"로 꼽혔으나, 이제는 더 이상 그렇게 여겨지지 않는다고 Inside Climate News가 보도했다. https://slicast.com/article/4oqdaf Slicast en 2026-10-30T18:42:50.000Z Simply Wall St examines what Enphase Energy (ENPH) could gain from its AI data center power breakthrough. https://slicast.com/zh/article/4oqdaf Slicast zh-cn 2026-10-30T18:42:50.000Z Simply Wall St分析了Enphase Energy（ENPH）凭借其人工智能数据中心供电突破可能获得的收益。 https://slicast.com/ko/article/4oqdaf Slicast ko 2026-10-30T18:42:50.000Z Simply Wall St가 Enphase Energy(ENPH)가 AI 데이터센터 전력 기술 혁신으로 얻을 수 있는 이점을 분석합니다. https://slicast.com/article/82dthf Slicast en 2026-10-30T18:40:40.000Z ChangXin Memory (CXMT) reported results for the nine months ended September 30, 2026, with coverage saying third-quarter revenue rose 613% and profit returned. https://slicast.com/zh/article/82dthf Slicast zh-cn 2026-10-30T18:40:40.000Z 长鑫存储（CXMT）公布截至2026年9月30日止九个月的业绩，据报道第三季度营收增长613%，并重新实现盈利。 https://slicast.com/ko/article/82dthf Slicast ko 2026-10-30T18:40:40.000Z ChangXin Memory(CXMT)는 2026년 9월 30일로 끝난 9개월 실적을 발표했으며, 보도에 따르면 3분기 매출은 613% 증가했고 흑자 전환했다. https://slicast.com/article/156tx73 Slicast en 2026-10-30T17:55:14.000Z BofA says Big Tech bonds from META, AMZN, ORCL and GOOGL offer a better opportunity than their stocks. https://slicast.com/zh/article/156tx73 Slicast zh-cn 2026-10-30T17:55:14.000Z 美国银行（BofA）表示，Meta（META）、亚马逊（AMZN）、甲骨文（ORCL）和谷歌母公司（GOOGL）等大型科技公司的债券比其股票更具机会。 https://slicast.com/ko/article/156tx73 Slicast ko 2026-10-30T17:55:14.000Z BofA는 META, AMZN, ORCL, GOOGL 등 빅테크 기업의 채권이 주식보다 더 나은 투자 기회를 제공한다고 밝혔다. https://slicast.com/article/pqgtrd Slicast en 2026-10-30T17:47:01.000Z US tech stocks fell sharply as AI spending neared $1tn, according to the BBC. https://slicast.com/zh/article/pqgtrd Slicast zh-cn 2026-10-30T17:47:01.000Z 随着行业人工智能支出逼近1万亿美元，美国科技股大幅下跌，据BBC报道。 https://slicast.com/ko/article/pqgtrd Slicast ko 2026-10-30T17:47:01.000Z 미국 기술주가 AI 투자 규모가 1조 달러에 육박하면서 급락했다고 BBC가 보도했다. https://slicast.com/article/13pigq3 Slicast en 2026-10-30T17:42:01.000Z SK Telecom shares are in focus as the Anthropic IPO reshapes AI valuations, according to ad-hoc-news.de. https://slicast.com/zh/article/13pigq3 Slicast zh-cn 2026-10-30T17:42:01.000Z SK电信股价受到关注，因Anthropic的首次公开募股（IPO）正在重塑人工智能估值，据ad-hoc-news.de报道。 https://slicast.com/ko/article/13pigq3 Slicast ko 2026-10-30T17:42:01.000Z SK Telecom 주가가 Anthropic 기업공개(IPO)로 AI 기업 가치평가가 재편되면서 주목받고 있다고 ad-hoc-news.de가 전했다. https://slicast.com/article/13dvzj0 Slicast en 2026-10-30T17:39:00.000Z Equinix reported record annualized gross bookings of $533m, up 35 percent, with project scale kept low and a broad customer base. https://slicast.com/zh/article/13dvzj0 Slicast zh-cn 2026-10-30T17:39:00.000Z Equinix公布创纪录的年化总预订额5.33亿美元，同比增长35%，同时项目规模保持较小、客户群保持广泛。 https://slicast.com/ko/article/13dvzj0 Slicast ko 2026-10-30T17:39:00.000Z Equinix는 연환산 총 예약액(annualized gross bookings)이 5억 3,300만 달러로 35% 증가해 사상 최고치를 기록했다고 발표했다. 프로젝트 규모는 작게 유지됐고 고객 기반은 폭넓었다. https://slicast.com/article/1vtvijw Slicast en 2026-10-30T17:38:07.000Z A Scottish automotive firm has mooted a data center in Glasgow and is sounding out the local council about a project near Cowlairs Park. https://slicast.com/zh/article/1vtvijw Slicast zh-cn 2026-10-30T17:38:07.000Z 一家苏格兰汽车企业提议在格拉斯哥建设数据中心，并正就Cowlairs Park附近的项目与当地议会沟通。 https://slicast.com/ko/article/1vtvijw Slicast ko 2026-10-30T17:38:07.000Z 스코틀랜드의 한 자동차 기업이 글래스고에 데이터센터를 건설하는 방안을 제시했으며, Cowlairs Park 인근 프로젝트와 관련해 지방의회와 협의를 진행하고 있다. https://slicast.com/article/1fnay20 Slicast en 2026-10-30T17:37:40.000Z Applied Optoelectronics fell 15% and Coherent dropped 13%, while Lumentum and Marvell sank 10%, as hyperscaler spending fears hit AI optics stocks. https://slicast.com/zh/article/1fnay20 Slicast zh-cn 2026-10-30T17:37:40.000Z 在超大规模云厂商支出担忧冲击人工智能光学股之际，Applied Optoelectronics下跌15%，Coherent下跌13%，Lumentum和Marvell各下跌10%。 https://slicast.com/ko/article/1fnay20 Slicast ko 2026-10-30T17:37:40.000Z Applied Optoelectronics는 15% 하락했고 Coherent는 13% 떨어졌으며, Lumentum과 Marvell은 10% 하락했다. 하이퍼스케일러 투자 우려가 AI 광학 관련주를 강타한 결과다. https://slicast.com/article/x6p44h Slicast en 2026-10-30T17:34:00.000Z TeraWulf (WULF) shares climbed as funding risks for AI data-center projects mounted, according to StocksToTrade. https://slicast.com/zh/article/x6p44h Slicast zh-cn 2026-10-30T17:34:00.000Z 随着人工智能数据中心项目的融资风险加剧，TeraWulf（WULF）股价上涨，据StocksToTrade报道。 https://slicast.com/ko/article/x6p44h Slicast ko 2026-10-30T17:34:00.000Z TeraWulf(WULF) 주가는 AI 데이터센터 프로젝트를 둘러싼 자금 조달 위험이 커지는 가운데 상승했다고 StocksToTrade가 전했다. https://slicast.com/article/1hu221u Slicast en 2026-10-30T17:33:49.000Z Google is outspending Microsoft in the race to expand cloud capacity, according to Channel Dive. https://slicast.com/zh/article/1hu221u Slicast zh-cn 2026-10-30T17:33:49.000Z 谷歌在扩大云容量的竞赛中支出超过微软，据Channel Dive报道。 https://slicast.com/ko/article/1hu221u Slicast ko 2026-10-30T17:33:49.000Z Google는 클라우드 용량 확대 경쟁에서 Microsoft보다 더 많은 투자를 집행하고 있다고 Channel Dive가 보도했다. https://slicast.com/article/1ffsmwy Slicast en 2026-10-30T17:29:52.000Z KLA says AI demand will drive its growth even as semiconductor shares weaken, according to Benzinga. https://slicast.com/zh/article/1ffsmwy Slicast zh-cn 2026-10-30T17:29:52.000Z 科磊（KLA）表示人工智能需求将推动其业绩增长，尽管半导体股价走弱，据Benzinga报道。 https://slicast.com/ko/article/1ffsmwy Slicast ko 2026-10-30T17:29:52.000Z KLA는 반도체 주가가 약세를 보이더라도 AI 수요가 성장을 견인할 것이라고 Benzinga가 전했다. https://slicast.com/article/xql0nb Slicast en 2026-10-30T17:27:54.000Z Digital Realty set a bookings record, while Ascenty is building AI capacity in Brazil, according to BNamericas. https://slicast.com/zh/article/xql0nb Slicast zh-cn 2026-10-30T17:27:54.000Z 数字房地产（Digital Realty）创下预订额纪录，同时Ascenty正在巴西建设人工智能容量，据BNamericas报道。 https://slicast.com/ko/article/xql0nb Slicast ko 2026-10-30T17:27:54.000Z Digital Realty가 기록적인 신규 계약 실적을 달성했으며, BNamericas에 따르면 Ascenty는 브라질에서 AI 인프라 용량을 구축하고 있다. https://slicast.com/article/zupdnb Slicast en 2026-10-30T17:24:44.000Z Sandisk's flash revenue growth accelerated further, according to Blocks & Files. https://slicast.com/zh/article/zupdnb Slicast zh-cn 2026-10-30T17:24:44.000Z 闪迪（Sandisk）的闪存业务营收增速进一步加快，据Blocks & Files报道。 https://slicast.com/ko/article/zupdnb Slicast ko 2026-10-30T17:24:44.000Z Blocks & Files에 따르면 Sandisk의 플래시 매출 성장세가 한층 가속화되었다. https://slicast.com/article/1m608rd Slicast en 2026-10-30T17:14:22.000Z Iren (IREN) stock saw a modest fair value cut as analysts weighed AI funding risks, according to Yahoo Finance. https://slicast.com/zh/article/1m608rd Slicast zh-cn 2026-10-30T17:14:22.000Z Iren（IREN）股票的公允价值被小幅下调，因分析师权衡人工智能融资风险，据雅虎财经报道。 https://slicast.com/ko/article/1m608rd Slicast ko 2026-10-30T17:14:22.000Z Iren(IREN) 주가는 애널리스트들이 AI 자금 조달 리스크를 고려하면서 적정 가치가 소폭 하향 조정된 것으로 나타났다고 Yahoo Finance가 보도했다. https://slicast.com/article/1pr1tsl Slicast en 2026-10-30T17:06:53.000Z Intel was on course for its worst day ever, triggering a global chip sell-off, according to Reuters. https://slicast.com/zh/article/1pr1tsl Slicast zh-cn 2026-10-30T17:06:53.000Z 英特尔股价有望创下历史最差单日表现，引发全球芯片股抛售，据路透社报道。 https://slicast.com/ko/article/1pr1tsl Slicast ko 2026-10-30T17:06:53.000Z Intel은 사상 최악의 하루를 맞을 조짐을 보였으며, 이로 인해 글로벌 반도체 매도세가 촉발됐다고 로이터가 보도했다. https://slicast.com/article/y2d3rp Slicast en 2026-10-30T17:06:00.000Z CoreWeave shares fell 11% and Nebius dropped 9% as hyperscaler spending jitters hit AI cloud stocks, while Cloudflare fell 12% and Snowflake dropped 9% in the same selloff. https://slicast.com/zh/article/y2d3rp Slicast zh-cn 2026-10-30T17:06:00.000Z 在超大规模云厂商支出担忧冲击人工智能云股票之际，CoreWeave股价下跌11%，Nebius下跌9%；同期Cloudflare下跌12%，Snowflake下跌9%。 https://slicast.com/ko/article/y2d3rp Slicast ko 2026-10-30T17:06:00.000Z CoreWeave 주가는 11% 하락했고 Nebius는 9% 떨어졌다. 하이퍼스케일러 투자 우려로 AI 클라우드 종목이 흔들린 가운데, 같은 매도세에서 Cloudflare는 12%, Snowflake는 9% 하락했다. https://slicast.com/article/141hoe5 Slicast en 2026-10-30T16:58:00.000Z Amazon's custom silicon, including Trainium and Graviton, reportedly posted a 20x revenue surge in the third quarter, according to The Tech Buzz. https://slicast.com/zh/article/141hoe5 Slicast zh-cn 2026-10-30T16:58:00.000Z 亚马逊自研芯片业务（包括Trainium和Graviton）据报道第三季度收入激增20倍，来源为The Tech Buzz。 https://slicast.com/ko/article/141hoe5 Slicast ko 2026-10-30T16:58:00.000Z Amazon의 Trainium과 Graviton을 포함한 자체 설계 실리콘이 3분기에 매출 20배 급증을 기록했다고 The Tech Buzz가 보도했다. https://slicast.com/article/16nqwlr Slicast en 2026-10-30T16:58:00.000Z Alphabet shares (GOOGL) fell 13% after its third-quarter earnings report, according to TradingView. https://slicast.com/zh/article/16nqwlr Slicast zh-cn 2026-10-30T16:58:00.000Z Alphabet（GOOGL）公布第三季度财报后股价下跌13%，据TradingView报道。 https://slicast.com/ko/article/16nqwlr Slicast ko 2026-10-30T16:58:00.000Z Alphabet 주가(GOOGL)는 TradingView에 따르면 3분기 실적 발표 이후 13% 하락했다. https://slicast.com/article/gf9f53 Slicast en 2026-10-30T16:48:13.000Z Data Center Dynamics publishes a piece titled 'Beyond the grid' on data-center power sourcing beyond conventional grid connections. https://slicast.com/zh/article/gf9f53 Slicast zh-cn 2026-10-30T16:48:13.000Z Data Center Dynamics发布题为「Beyond the grid」的报道，探讨数据中心在传统电网接入之外的电力获取方式。 https://slicast.com/ko/article/gf9f53 Slicast ko 2026-10-30T16:48:13.000Z Data Center Dynamics는 기존 전력망 연결을 넘어선 데이터센터 전력 조달을 다룬 'Beyond the grid' 기사를 게재했다.