https://slicast.com/commentary/microsoft-2026-10-25 Slicast en 2026-10-25T21:26:08.866Z Microsoft Azure AI News, October 2026: Maia 300 Launch, $115.95B Capex, and UK Data Center Exit https://slicast.com/zh/commentary/microsoft-2026-10-25 Slicast zh-cn 2026-10-25T21:26:08.866Z 微软Azure AI动态，2026年10月：Maia 300发布、资本支出1159.5亿美元及退出英国项目 https://slicast.com/commentary/kla-2026-10-25 Slicast en 2026-10-25T21:18:06.183Z KLA Corporation Share Decline and Capex Cycle, October 2026 https://slicast.com/zh/commentary/kla-2026-10-25 Slicast zh-cn 2026-10-25T21:18:06.183Z KLA公司股价下跌与资本支出周期，2026年10月 https://slicast.com/commentary/tsmc-2026-10-25 Slicast en 2026-10-25T21:09:35.890Z TSMC Rare-Earth Equipment Supply Chain, October 2026 https://slicast.com/zh/commentary/tsmc-2026-10-25 Slicast zh-cn 2026-10-25T21:09:35.890Z 台积电无稀土设备供应链，2026年10月 https://slicast.com/commentary/nebius-2026-10-25 Slicast en 2026-10-25T20:33:44.089Z Nebius $3.5 Billion Citi Facility and GPU Pricing Strategy, October 2026 https://slicast.com/zh/commentary/nebius-2026-10-25 Slicast zh-cn 2026-10-25T20:33:44.089Z Nebius 35亿美元花旗融资与GPU定价策略，2026年10月 https://slicast.com/commentary/bloom-energy-2026-10-25 Slicast en 2026-10-25T20:19:29.931Z Bloom Energy Stock, October 2026: Record Q3 Results and an Unexplained 11.2% Drop https://slicast.com/zh/commentary/bloom-energy-2026-10-25 Slicast zh-cn 2026-10-25T20:19:29.931Z Bloom Energy股票，2026年10月：创纪录三季报与无法解释的11.2%跌幅 https://slicast.com/brief/2026-10-26 Slicast en 2026-10-25T20:07:27.903Z Latest AI Infrastructure News: October 26, 2026 https://slicast.com/zh/brief/2026-10-26 Slicast zh-cn 2026-10-25T20:07:27.903Z AI 基础设施新闻早报 · 2026年10月26日 https://slicast.com/ko/brief/2026-10-26 Slicast ko 2026-10-25T20:07:27.903Z 최신 AI 인프라 뉴스 · 2026년 10월 26일 https://slicast.com/article/1u225qq Slicast en 2026-10-25T19:06:26.000Z Yahoo Finance reports that Nvidia (NVDA) has lost its China AI accelerator market. https://slicast.com/zh/article/1u225qq Slicast zh-cn 2026-10-25T19:06:26.000Z 雅虎财经报道称，英伟达（NVDA）已丢失中国AI加速器市场。 https://slicast.com/ko/article/1u225qq Slicast ko 2026-10-25T19:06:26.000Z 엔비디아(NVDA)가 중국 AI 가속기 시장을 잃었다고 야후 파이낸스가 보도했다. https://slicast.com/article/3igo2h Slicast en 2026-10-25T19:02:24.000Z An ASPI analysis piece argues that Northern Territory data centres could bring their own power rather than wait on the grid. https://slicast.com/zh/article/3igo2h Slicast zh-cn 2026-10-25T19:02:24.000Z ASPI的分析文章认为，北领地的数据中心可以自备电力，而不必等待电网接入。 https://slicast.com/article/ys6gq5 Slicast en 2026-10-25T19:01:24.000Z Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN) are heading into earnings, with investors asking whether results can revive the AI stock rally. https://slicast.com/zh/article/ys6gq5 Slicast zh-cn 2026-10-25T19:01:24.000Z 微软（MSFT）、Alphabet（GOOGL）和亚马逊（AMZN）即将公布财报，投资者关注其业绩能否重振AI股票涨势。 https://slicast.com/article/1p4o59n Slicast en 2026-10-25T18:38:58.000Z Iris Energy (IREN) shares sank as Wall Street questioned its AI cloud bet. https://slicast.com/zh/article/1p4o59n Slicast zh-cn 2026-10-25T18:38:58.000Z Iris Energy（IREN）股价大跌，华尔街对其AI云业务押注表示怀疑。 https://slicast.com/ko/article/1p4o59n Slicast ko 2026-10-25T18:38:58.000Z Iris Energy(IREN) 주가는 월가가 AI 클라우드 사업 베팅에 의문을 제기하면서 하락했다. https://slicast.com/article/1yf0i4a Slicast en 2026-10-25T18:18:08.000Z Zoho's Sridhar Vembu warned of an AI bubble, and Zoho is delaying spending. https://slicast.com/zh/article/1yf0i4a Slicast zh-cn 2026-10-25T18:18:08.000Z Zoho的Sridhar Vembu警告AI存在泡沫，Zoho同时推迟了支出。 https://slicast.com/article/1mbf29 Slicast en 2026-10-25T18:15:00.000Z CXMT (ChangXin Memory) is turning away Apple and Taiwanese server buyers as Beijing's memory self-sufficiency drive tightens DRAM supply. https://slicast.com/zh/article/1mbf29 Slicast zh-cn 2026-10-25T18:15:00.000Z 长鑫存储（CXMT）正拒绝苹果和台湾服务器买家的订单，因北京推动内存自主可控，DRAM供应趋紧。 https://slicast.com/ko/article/1mbf29 Slicast ko 2026-10-25T18:15:00.000Z CXMT(창신메모리)는 베이징의 메모리 자급 추진으로 D램 공급이 빠듯해지면서 애플과 대만 서버 구매사들의 주문을 거절하고 있다. https://slicast.com/article/kvw28m Slicast en 2026-10-25T18:15:00.000Z Tether has signed 15 mining firms to a common software standard as AI moves into bitcoin data centers. https://slicast.com/zh/article/kvw28m Slicast zh-cn 2026-10-25T18:15:00.000Z Tether已与15家矿企签署通用软件标准，AI正进入比特币数据中心。 https://slicast.com/article/i0g32h Slicast en 2026-10-25T18:00:00.000Z Australia's AI data centre 'gold rush', which some describe as a bubble, faces a power reckoning. https://slicast.com/zh/article/i0g32h Slicast zh-cn 2026-10-25T18:00:00.000Z 澳大利亚AI数据中心的“淘金热”（有人称之为泡沫）正面临电力问题的考验。 https://slicast.com/article/fg06kt Slicast en 2026-10-25T17:59:28.000Z Nikhil Kamath has warned of an $800 billion AI funding gap and predicted tough times ahead. https://slicast.com/zh/article/fg06kt Slicast zh-cn 2026-10-25T17:59:28.000Z Nikhil Kamath警告AI存在8000亿美元的资金缺口，并预测前路艰难。 https://slicast.com/article/uy6s0 Slicast en 2026-10-25T17:29:00.000Z Truck traffic around Core Scientific's site is expected to continue for 8-9 months, per Herald-Banner. https://slicast.com/zh/article/uy6s0 Slicast zh-cn 2026-10-25T17:29:00.000Z Core Scientific相关场地的卡车通行量预计将持续8至9个月。 https://slicast.com/article/1yzll8m Slicast en 2026-10-25T17:20:50.000Z A 2025 chip revenue estimate ranks SK hynix ahead of Intel. https://slicast.com/zh/article/1yzll8m Slicast zh-cn 2026-10-25T17:20:50.000Z 一份2025年芯片营收估算显示，SK海力士的排名已超过英特尔。 https://slicast.com/article/150963d Slicast en 2026-10-25T16:52:49.000Z Broadcom has announced AI networking, though the source gives no product details. https://slicast.com/zh/article/150963d Slicast zh-cn 2026-10-25T16:52:49.000Z 博通宣布推出AI网络产品，来源未提供具体产品细节。 https://slicast.com/article/1fb9emi Slicast en 2026-10-25T16:40:48.000Z TeraWulf CEO Paul Prager recast Elon Musk's 'stranded compute' warning as an argument to buy the stock. https://slicast.com/zh/article/1fb9emi Slicast zh-cn 2026-10-25T16:40:48.000Z TeraWulf首席执行官Paul Prager将Elon Musk关于「搁浅算力」的警告，转化为买入该股的理由。 https://slicast.com/article/263ndh Slicast en 2026-10-25T16:38:31.000Z Mistral is positioning itself as a full AI stack to take on OpenAI and Google. https://slicast.com/zh/article/263ndh Slicast zh-cn 2026-10-25T16:38:31.000Z Mistral正将自身打造为完整的AI技术栈，以与OpenAI和谷歌竞争。 https://slicast.com/article/1el3b0l Slicast en 2026-10-25T16:00:00.000Z The US Treasury has proposed an overseas technology investment rule, according to Taipei Times. https://slicast.com/zh/article/1el3b0l Slicast zh-cn 2026-10-25T16:00:00.000Z 美国财政部提议一项海外科技投资规则。 https://slicast.com/ko/article/1el3b0l Slicast ko 2026-10-25T16:00:00.000Z 미국 재무부가 해외 기술 투자 규정을 제안했다고 타이베이 타임스가 보도했다. https://slicast.com/article/a47vwr Slicast en 2026-10-25T15:48:00.000Z Nebius Group (NBIS) has powered up the first Bloom Energy fuel cell block at its 300 MW New Jersey data center. https://slicast.com/zh/article/a47vwr Slicast zh-cn 2026-10-25T15:48:00.000Z Nebius Group（NBIS）已在其300 MW新泽西数据中心启动首个Bloom Energy燃料电池模块。 https://slicast.com/ko/article/a47vwr Slicast ko 2026-10-25T15:48:00.000Z Nebius Group (NBIS)가 300MW 규모 뉴저지 데이터센터에서 Bloom Energy 연료전지 블록 가동을 시작했습니다. https://slicast.com/article/rv9qix Slicast en 2026-10-25T15:02:08.000Z The MP semicon summit drew investment proposals worth ₹15,425 crore and about 14,000 jobs in sight. https://slicast.com/zh/article/rv9qix Slicast zh-cn 2026-10-25T15:02:08.000Z MP半导体峰会吸引了1542.5亿卢比的投资意向，有望带来约1.4万个就业岗位。 https://slicast.com/ko/article/rv9qix Slicast ko 2026-10-25T15:02:08.000Z MP 반도체 정상회의에서 1조 5,425억 루피(₹15,425 crore) 규모의 투자 제안이 나왔으며, 약 14,000개의 일자리가 예상된다. https://slicast.com/article/pbzu3w Slicast en 2026-10-25T14:57:24.000Z Weflayr has raised a $2.5M pre-seed round to build an intelligent AI inference routing layer. https://slicast.com/zh/article/pbzu3w Slicast zh-cn 2026-10-25T14:57:24.000Z Weflayr已完成250万美元的种子前轮融资，用于打造智能AI推理路由层。 https://slicast.com/article/dior85 Slicast en 2026-10-25T14:53:41.000Z Generac's Q3 earnings preview asks whether its Amazon AI deal can drive a major beat. https://slicast.com/zh/article/dior85 Slicast zh-cn 2026-10-25T14:53:41.000Z Generac第三季度财报前瞻提出一个问题：其与亚马逊的AI合作能否推动业绩大幅超预期。 https://slicast.com/article/16vwvnj Slicast en 2026-10-25T13:47:05.000Z A TradingView consumer-tech roundup for Oct 19-23 reports that OpenAI is reportedly seeking $30 billion, Tesla cut its 2026 capex forecast, and Anthropic committed to over $600 billion. https://slicast.com/zh/article/16vwvnj Slicast zh-cn 2026-10-25T13:47:05.000Z TradingView于10月19日至23日的消费科技周报报道称，OpenAI据报道正寻求300亿美元融资，特斯拉下调了2026年资本支出预测，Anthropic承诺投入超过6000亿美元。 https://slicast.com/ko/article/16vwvnj Slicast ko 2026-10-25T13:47:05.000Z TradingView 소비자 기술 주간 요약에 따르면, 10월 19일부터 23일까지 OpenAI가 300억 달러 규모의 자금 조달을 추진 중이라고 보도되었으며, Tesla는 2026년 자본지출 전망치를 하향 조정했고, Anthropic은 6,000억 달러 이상의 투자를 약속했다. https://slicast.com/article/nbqx4i Slicast en 2026-10-25T13:34:38.000Z Wccftech reports that data center customers are reportedly footing a bigger bill for a superior HBM supply chain where Samsung has an edge, with Samsung estimated to charge up to 25% extra. https://slicast.com/zh/article/nbqx4i Slicast zh-cn 2026-10-25T13:34:38.000Z Wccftech援引报道称，数据中心客户据悉将为更优质的高带宽内存（HBM）供应链支付更高费用，三星在该领域占据优势，估计其报价最高可加价25%。 https://slicast.com/ko/article/nbqx4i Slicast ko 2026-10-25T13:34:38.000Z Wccftech는 데이터센터 고객들이 HBM 공급망에서 우위를 점하고 있는 삼성전자의 제품을 얻기 위해 더 큰 비용을 부담하고 있다고 보도했으며, 삼성전자는 최대 25%의 추가 요금을 청구하는 것으로 추정된다. https://slicast.com/article/14f05pa Slicast en 2026-10-25T13:25:12.000Z Khaleej Times reports that Anthropic's IPO stands alone as AI market jitters sideline other listings. https://slicast.com/zh/article/14f05pa Slicast zh-cn 2026-10-25T13:25:12.000Z Khaleej Times报道称，在人工智能市场波动使其他融资项目受挫的背景下，Anthropic的IPO成为唯一独立推进的案例。 https://slicast.com/ko/article/14f05pa Slicast ko 2026-10-25T13:25:12.000Z Khaleej Times는 AI 시장의 불안감으로 다른 상장 계획이 보류되는 가운데 Anthropic의 IPO가 홀로 주목받고 있다고 보도했다. https://slicast.com/article/8lvxnc Slicast en 2026-10-25T13:19:10.000Z TheEnergyMag reports that ENGIE's North America chief says the AI boom needn't raise power bills. https://slicast.com/zh/article/8lvxnc Slicast zh-cn 2026-10-25T13:19:10.000Z TheEnergyMag报道称，ENGIE北美负责人表示，人工智能热潮不必推高电费。 https://slicast.com/article/740gx0 Slicast en 2026-10-25T13:11:29.000Z Crypto Briefing reports that Nvidia CEO Jensen Huang says China excels in AI research. https://slicast.com/zh/article/740gx0 Slicast zh-cn 2026-10-25T13:11:29.000Z Crypto Briefing报道称，英伟达首席执行官黄仁勋表示，中国在人工智能研究方面表现出色。 https://slicast.com/article/1ji9y9n Slicast en 2026-10-25T13:00:00.000Z Tom's Hardware reports that Nvidia CEO Jensen Huang is reportedly weighing annual software fees of around $2,000 per GPU for enterprise AI software that 'runs agents on AI factories', a model that cou https://slicast.com/zh/article/1ji9y9n Slicast zh-cn 2026-10-25T13:00:00.000Z Tom's Hardware报道称，英伟达首席执行官黄仁勋据报道正考虑对用于在AI工厂上运行智能体的企业级人工智能软件收取每颗GPU约2000美元的年费，该模式每年或可带来100亿美元收入。 https://slicast.com/ko/article/1ji9y9n Slicast ko 2026-10-25T13:00:00.000Z Tom's Hardware는 엔비디아 CEO 젠슨 황이 "AI 팩토리에서 에이전트를 실행하는" 기업용 AI 소프트웨어에 GPU당 연간 약 2,000달러의 소프트웨어 요금을 부과하는 방안을 검토하고 있다고 보도했다. 이 모델이 시행될 경우 연간 100억 달러의 매출을 창출할 수 있다. https://slicast.com/article/119ogmo Slicast en 2026-10-25T13:00:00.000Z Bloomberg reports that AI spending fears threaten to swamp Big Tech's strong earnings. https://slicast.com/zh/article/119ogmo Slicast zh-cn 2026-10-25T13:00:00.000Z 彭博社报道称，对人工智能支出的担忧可能盖过大型科技公司强劲的财报表现。 https://slicast.com/ko/article/119ogmo Slicast ko 2026-10-25T13:00:00.000Z Bloomberg는 AI 투자 우려가 빅테크의 견조한 실적을 압도할 수 있다고 보도했다. https://slicast.com/article/a5y2dh Slicast en 2026-10-25T12:41:41.000Z Smart Energy Council's 'Dirty Data' analysis puts the AI-linked fossil-fuel power bill at $40 billion. https://slicast.com/zh/article/a5y2dh Slicast zh-cn 2026-10-25T12:41:41.000Z Smart Energy Council的'Dirty Data'分析称，与人工智能相关的化石燃料电力成本约为400亿美元。 https://slicast.com/article/1qw4gqe Slicast en 2026-10-25T12:28:30.000Z Moneycontrol reports that Nvidia CEO Jensen Huang says US export curbs accelerated China's chip push and rules out a memory glut. https://slicast.com/zh/article/1qw4gqe Slicast zh-cn 2026-10-25T12:28:30.000Z Moneycontrol报道称，英伟达首席执行官黄仁勋表示，美国出口管制加速了中国的芯片自主进程，并排除了存储器过剩的可能。 https://slicast.com/ko/article/1qw4gqe Slicast ko 2026-10-25T12:28:30.000Z Moneycontrol은 엔비디아 CEO 젠슨 황이 미국의 수출 규제가 중국의 반도체 자체 개발을 가속했다고 밝혔으며, 메모리 공급 과잉 가능성은 배제했다고 보도했다. https://slicast.com/article/12rtwu9 Slicast en 2026-10-25T12:23:36.000Z NeoTeo reports that Texas has reportedly suspended 17 data center stormwater permits. https://slicast.com/zh/article/12rtwu9 Slicast zh-cn 2026-10-25T12:23:36.000Z NeoTeo报道称，得克萨斯州据报道已暂停17份数据中心雨水排放许可。 https://slicast.com/ko/article/12rtwu9 Slicast ko 2026-10-25T12:23:36.000Z NeoTeo 보도에 따르면 텍사스주가 데이터센터 우수(雨水) 배출 허가 17건을 정지한 것으로 알려졌다. Wait, I must not output Han characters. Corrected: NeoTeo 보도에 따르면 텍사스주가 데이터센터 우수 배출 허가 17건을 정지한 것으로 알려졌다. https://slicast.com/article/2tqphq Slicast en 2026-10-25T12:10:58.000Z The Daily Star reports, citing people familiar with the matter, that Samsung and SK Hynix are upgrading their China plants to make more advanced chips. https://slicast.com/zh/article/2tqphq Slicast zh-cn 2026-10-25T12:10:58.000Z The Daily Star援引知情人士称，三星与SK海力士正在升级其中国工厂，以生产更先进的芯片。 https://slicast.com/ko/article/2tqphq Slicast ko 2026-10-25T12:10:58.000Z The Daily Star는 소식통을 인용해 삼성과 SK하이닉스가 더 진보된 칩을 생산하기 위해 중국 공장을 업그레이드하고 있다고 보도했다. https://slicast.com/article/pndjgj Slicast en 2026-10-25T12:00:00.000Z WBHM reports that critics say Alabama's new data center rules still leave customers in the dark. https://slicast.com/zh/article/pndjgj Slicast zh-cn 2026-10-25T12:00:00.000Z WBHM报道称，批评者认为阿拉巴马州新出台的数据中心规则仍让用户一无所知。 https://slicast.com/ko/article/pndjgj Slicast ko 2026-10-25T12:00:00.000Z WBHM은 비평가들이 앨라배마주의 새 데이터센터 규정이 여전히 소비자들을 정보에서 소외시키고 있다고 주장한다고 보도했다. https://slicast.com/article/7krfr7 Slicast en 2026-10-25T11:35:44.000Z Guanchawang reports that the expansion of the Shiji Wulan data center REIT has been approved, with a planned issuance of RMB 2.341 billion. https://slicast.com/zh/article/7krfr7 Slicast zh-cn 2026-10-25T11:35:44.000Z 观点网报道称，世纪乌兰数据中心REIT扩募项目已获批，拟发行金额23.41亿元。 https://slicast.com/ko/article/7krfr7 Slicast ko 2026-10-25T11:35:44.000Z 관찰왕(Guanchawang)은 Shiji Wulan 데이터센터 REIT의 확장이 승인되었으며, 23億 4,100만 위안 규모의 발행이 계획되어 있다고 보도했다. Wait — I must not output Han characters. Corrected: 관찰왕(Guanchawang)은 Shiji Wulan 데이터센터 REIT의 확장이 승인되었으며, R https://slicast.com/article/15u56po Slicast en 2026-10-25T11:34:35.000Z Wccftech reports that CXMT's rigid DRAM pricing means it is turning away lucrative global customers such as Apple as it pursues China's self-sufficiency. https://slicast.com/zh/article/15u56po Slicast zh-cn 2026-10-25T11:34:35.000Z Wccftech报道称，长鑫存储（CXMT）坚持刚性的动态随机存取存储器（DRAM）定价策略，因此拒绝了苹果等利润丰厚的全球客户，其目标是实现中国的自给自足。 https://slicast.com/article/gq1tb0 Slicast en 2026-10-25T11:34:01.000Z Reports say China's DeepSeek is seeking $15 billion to strengthen its global AI competitiveness. https://slicast.com/zh/article/gq1tb0 Slicast zh-cn 2026-10-25T11:34:01.000Z 据报道，中国深度求索（DeepSeek）正寻求150亿美元融资，以增强其在全球人工智能竞争中的实力。 https://slicast.com/ko/article/gq1tb0 Slicast ko 2026-10-25T11:34:01.000Z DeepSeek(중국)가 글로벌 AI 경쟁력 강화를 위해 150억 달러를 조달하려는 것으로 보도됐다. https://slicast.com/article/9rk1qi Slicast en 2026-10-25T11:30:00.000Z Australian voters are calling for local safeguards on AI data centers as community concern about data center growth rises, according to SMH.com.au. https://slicast.com/zh/article/9rk1qi Slicast zh-cn 2026-10-25T11:30:00.000Z 据SMH.com.au报道，随着社区对数据中心扩张的担忧加剧，澳大利亚选民呼吁为人工智能数据中心设立本地安全保障措施。 https://slicast.com/article/1n7lw17 Slicast en 2026-10-25T11:13:22.000Z DeepSeek and MiniMax have cleared China's AI export controls for overseas use, according to The Next Web. https://slicast.com/zh/article/1n7lw17 Slicast zh-cn 2026-10-25T11:13:22.000Z 据The Next Web报道，DeepSeek与MiniMax已通过中国人工智能出口管制审查，获准面向境外使用。 https://slicast.com/ko/article/1n7lw17 Slicast ko 2026-10-25T11:13:22.000Z DeepSeek와 MiniMax가 중국의 AI 수출 통제 요건을 통과해 해외 사용이 가능해졌다고 The Next Web이 보도했다. https://slicast.com/article/prii7p Slicast en 2026-10-25T11:00:30.000Z Data Center Dynamics reports that data center construction is creating an insatiable demand for qualified electricians. https://slicast.com/zh/article/prii7p Slicast zh-cn 2026-10-25T11:00:30.000Z 据Data Center Dynamics报道，数据中心建设正带来对合格电工的旺盛需求。 https://slicast.com/article/p5d0ee Slicast en 2026-10-25T11:00:17.000Z shattered.io reports SpaceX guided fourth-quarter capex to $35B-$40B and says Meta added a share class. https://slicast.com/zh/article/p5d0ee Slicast zh-cn 2026-10-25T11:00:17.000Z shattered.io报道，SpaceX给出的第四季度资本支出指引为350亿至400亿美元，同时Meta新增了一类股份。 https://slicast.com/ko/article/p5d0ee Slicast ko 2026-10-25T11:00:17.000Z shattered.io는 SpaceX가 4분기 자본적지출(capex) 가이던스를 350억~400억 달러로 제시했다고 보도했으며, Meta가 새로운 주식 클래스를 추가했다고 전했다. https://slicast.com/article/wzhbp1 Slicast en 2026-10-25T10:44:29.000Z China's Southern Regional Electricity Market has formally begun operation, described as the world's largest and the country's first regional power market, advancing the national unified electricity ma https://slicast.com/zh/article/wzhbp1 Slicast zh-cn 2026-10-25T10:44:29.000Z 中国南方区域电力市场已正式运行，被称为全球最大、中国首个区域电力市场，推动全国统一电力市场建设进一步向前。 https://slicast.com/article/1fy58uv Slicast en 2026-10-25T10:39:00.000Z The Register reports that a UK minister insists responsibilities for data center approvals are clear, even though construction, telecoms and energy policy sit under separate Whitehall departments. https://slicast.com/zh/article/1fy58uv Slicast zh-cn 2026-10-25T10:39:00.000Z 《The Register》报道，英国一名部长坚称数据中心审批职责清晰，但建设、电信和能源政策分别由Whitehall的不同部门负责。 https://slicast.com/article/1ptxcey Slicast en 2026-10-25T10:30:00.000Z Nvidia and PreussenElektra are studying whether decommissioned German nuclear plant sites can be repurposed as AI data centers, potentially reducing costs. https://slicast.com/zh/article/1ptxcey Slicast zh-cn 2026-10-25T10:30:00.000Z 英伟达与PreussenElektra正在研究，德国已退役核电厂的厂址能否改造为人工智能数据中心，或有望降低成本。 https://slicast.com/ko/article/1ptxcey Slicast ko 2026-10-25T10:30:00.000Z Nvidia와 PreussenElektra는 폐쇄된 독일 원자력 발전소 부지를 AI 데이터센터로 전환할 수 있는지 검토하고 있으며, 이를 통해 비용을 절감할 수 있을 것으로 보고 있다. https://slicast.com/article/1f9pkta Slicast en 2026-10-25T10:26:04.000Z Security Affairs reports that OpenAI paused frontier AI training after a security incident. https://slicast.com/zh/article/1f9pkta Slicast zh-cn 2026-10-25T10:26:04.000Z Security Affairs报道，OpenAI在一起安全事件后暂停了前沿人工智能模型训练。 https://slicast.com/ko/article/1f9pkta Slicast ko 2026-10-25T10:26:04.000Z Security Affairs는 OpenAI가 보안 사고 이후 차세대 AI 모델 학습을 일시 중단했다고 보도했다. https://slicast.com/article/dlnuqq Slicast en 2026-10-25T09:41:03.000Z Moore Threads recovered about 23.5 billion yuan of market value in a single day, raising questions about whether its stock has stabilized, according to Eastmoney. https://slicast.com/zh/article/dlnuqq Slicast zh-cn 2026-10-25T09:41:03.000Z 据东方财富报道，摩尔线程单日市值回升约235亿元，市场关注其股价是否已趋于稳定。 https://slicast.com/article/wapvxq Slicast en 2026-10-25T09:38:00.000Z Residents of Kenilworth are protesting an AI data center project, saying they were not told about it, according to Modern Ghana. https://slicast.com/zh/article/wapvxq Slicast zh-cn 2026-10-25T09:38:00.000Z 据Modern Ghana报道，Kenilworth的居民因事先未被告知，正在抗议一个人工智能数据中心项目。 https://slicast.com/ko/article/wapvxq Slicast ko 2026-10-25T09:38:00.000Z 케닐워스 주민들이 AI 데이터센터 프로젝트에 항의하고 있다. 주민들은 이 사업에 대해 사전 통보를 받지 못했다고 주장하고 있다고 Modern Ghana가 보도했다. https://slicast.com/article/nbwhv5 Slicast en 2026-10-25T09:37:56.000Z Microsoft faces scrutiny over its AI spending ahead of its October 28 earnings report, according to Demokratis.co.id. https://slicast.com/zh/article/nbwhv5 Slicast zh-cn 2026-10-25T09:37:56.000Z 据Demokratis.co.id报道，微软在10月28日财报发布前，其人工智能支出正面临审视。 https://slicast.com/ko/article/nbwhv5 Slicast ko 2026-10-25T09:37:56.000Z Microsoft faces scrutiny over its AI spending ahead of its October 28 earnings report, according to Demokratis.co.id. Wait, I need to correct my approach: the task asks for Korean translation, and I https://slicast.com/article/pmoxwa Slicast en 2026-10-25T09:35:00.000Z Goldman Sachs cut its 12-month target for South Korea's KOSPI to 9,000 from 12,000, citing concerns over AI funding. https://slicast.com/zh/article/pmoxwa Slicast zh-cn 2026-10-25T09:35:00.000Z 高盛将韩国KOSPI指数未来12个月的目标点位从12000点下调至9000点，理由是对人工智能融资的担忧。 https://slicast.com/article/ql1wjp Slicast en 2026-10-25T09:29:09.000Z A weekly roundup reports DeepSeek is considering raising about 100 billion yuan in its latest round, Today AI has closed over $200 million in funding, China's MIIT says 60 billion yuan of the national https://slicast.com/zh/article/ql1wjp Slicast zh-cn 2026-10-25T09:29:09.000Z 一份周报汇总显示：DeepSeek拟在最新一轮融资中筹得约1000亿元；Today AI累计完成超2亿美元融资；工信部表示，600亿元国家人工智能基金已投出一批项目；MiniMax香港股价跌破发行价。 https://slicast.com/article/1xi2qmk Slicast en 2026-10-25T09:06:31.000Z Nvidia's CEO says US export curbs are accelerating China's chip ambitions, according to Economic Times. https://slicast.com/zh/article/1xi2qmk Slicast zh-cn 2026-10-25T09:06:31.000Z 据Economic Times报道，英伟达首席执行官表示，美国的出口限制正在加速中国的芯片发展计划。 https://slicast.com/ko/article/1xi2qmk Slicast ko 2026-10-25T09:06:31.000Z Nvidia CEO, 미국의 대중국 수출 규제가 중국의 반도체 야심을 가속하고 있다고 말했다고 Economic Times가 보도했다. https://slicast.com/article/1lhiroe Slicast en 2026-10-25T08:25:18.000Z Startup Fortune argues that DeepSeek's cheap new model is making GPU scarcity worse, not better. https://slicast.com/zh/article/1lhiroe Slicast zh-cn 2026-10-25T08:25:18.000Z Startup Fortune认为，DeepSeek的低成本新模型正在加剧图形处理器短缺，而非缓解短缺。 https://slicast.com/article/2ntzb4 Slicast en 2026-10-25T08:14:32.000Z Jiwei Consulting released its 2026 research report on China's listed CPU and GPU companies, arguing that domestic compute chips are entering a stage of earnings realization. https://slicast.com/zh/article/2ntzb4 Slicast zh-cn 2026-10-25T08:14:32.000Z 集微咨询发布《2026中国CPU/GPU行业上市公司研究报告》，认为国产算力芯片正进入业绩兑现阶段。 https://slicast.com/article/snyft8 Slicast en 2026-10-25T07:49:56.000Z Cerebras is betting on wafer-scale chips as Nvidia's GPUs become scarce and pricey, positioning its hardware as an alternative for AI workloads. https://slicast.com/zh/article/snyft8 Slicast zh-cn 2026-10-25T07:49:56.000Z Cerebras押注晶圆级芯片，因为英伟达的GPU日益稀缺且价格高昂，它将自家硬件定位为AI工作负载的替代方案。 https://slicast.com/ko/article/snyft8 Slicast ko 2026-10-25T07:49:56.000Z Cerebras는 엔비디아 GPU의 공급이 부족하고 가격이 높아지는 상황에서 웨이퍼 스케일 칩에 베팅하며, 자사 하드웨어를 AI 워크로드를 위한 대안으로 내세우고 있다. https://slicast.com/article/1j8ll2p Slicast en 2026-10-25T07:35:00.000Z Financing for emerging cloud providers has tightened sharply, with their bond yields near 15%, and one gigawatt of compute now costs over $60 billion. https://slicast.com/zh/article/1j8ll2p Slicast zh-cn 2026-10-25T07:35:00.000Z 新兴云服务商的债券收益率逼近15%，1吉瓦（GW）算力的成本已超过600亿美元，AI基础设施融资门槛明显抬高。 https://slicast.com/ko/article/1j8ll2p Slicast ko 2026-10-25T07:35:00.000Z 신흥 클라우드 사업자들의 자금 조달 여건이 급격히 악화되어 채권 수익률이 15% 부근까지 올랐으며, 1기가와트 규모의 컴퓨팅 인프라 비용은 현재 600억 달러를 넘어섰다. https://slicast.com/article/78kjnh Slicast en 2026-10-25T07:21:00.000Z Washington has banned the Chinese AI model DeepSeek, as reported in L'Orient Today's weekly roundup of key developments. https://slicast.com/zh/article/78kjnh Slicast zh-cn 2026-10-25T07:21:00.000Z 美国政府已禁止使用中国AI模型DeepSeek，《L'Orient Today》的每周要闻综述对此作了报道。 https://slicast.com/article/1xecui6 Slicast en 2026-10-25T07:02:03.000Z Capstone Energy+ is pursuing data center customers with an 'energy certainty' pitch. https://slicast.com/zh/article/1xecui6 Slicast zh-cn 2026-10-25T07:02:03.000Z Capstone Energy+正以「能源确定性」为卖点，瞄准数据中心客户。 https://slicast.com/article/12kcjyz Slicast en 2026-10-25T06:39:00.000Z Iran has threatened US AI data centres and undersea cables as America considers escalated attacks, according to Military Watch Magazine. https://slicast.com/zh/article/12kcjyz Slicast zh-cn 2026-10-25T06:39:00.000Z 伊朗威胁要袭击美国的AI数据中心和海底电缆，同时美国正在考虑升级攻击行动，《Military Watch Magazine》对此作了报道。 https://slicast.com/ko/article/12kcjyz Slicast ko 2026-10-25T06:39:00.000Z 이란이 미국의 공세 확대를 검토하는 가운데 미국 AI 데이터센터와 해저 케이블을 위협했다고 Military Watch Magazine이 보도했다. https://slicast.com/article/1nozk4v Slicast en 2026-10-25T06:04:49.000Z A TradingKey analysis says CoreWeave faces a $20 billion funding gap against $100 billion in orders, and that financing pressure could push its shares down another 16%. https://slicast.com/zh/article/1nozk4v Slicast zh-cn 2026-10-25T06:04:49.000Z TradingKey的分析认为，CoreWeave面临200亿美元的资金缺口，而其订单规模达1000亿美元，融资压力可能使股价再跌16%。 https://slicast.com/ko/article/1nozk4v Slicast ko 2026-10-25T06:04:49.000Z TradingKey 분석에 따르면 CoreWeave는 1,000억 달러 규모의 주문을 감당하기 위해 200억 달러의 자금 공백에 직면해 있으며, 이러한 자금 조달 압박으로 주가가 추가로 16% 하락할 수 있다. https://slicast.com/article/1m89gxn Slicast en 2026-10-25T06:00:03.000Z DeepSeek has raised $15 billion, according to a Digital Pakistan report. https://slicast.com/zh/article/1m89gxn Slicast zh-cn 2026-10-25T06:00:03.000Z 据Digital Pakistan报道，DeepSeek已完成150亿美元融资。 https://slicast.com/ko/article/1m89gxn Slicast ko 2026-10-25T06:00:03.000Z DeepSeek가 150억 달러를 조달했다고 Digital Pakistan 보도가 전했다. https://slicast.com/article/508m0l Slicast en 2026-10-25T05:51:26.000Z Nebius has a 50-megawatt option in Saudi Arabia, alongside the $3.5 billion Citi facility previously reported, according to an ad-hoc-news.de stock analysis. https://slicast.com/zh/article/508m0l Slicast zh-cn 2026-10-25T05:51:26.000Z Nebius拥有一项位于沙特的50兆瓦（MW）选择权，此前已报道由Citi提供的35亿美元融资，该信息来自ad-hoc-news.de的一篇股票分析。 https://slicast.com/ko/article/508m0l Slicast ko 2026-10-25T05:51:26.000Z Nebius는 사우디아라비아에 50메가와트 규모의 옵션을 보유하고 있으며, 이는 앞서 보도된 35억 달러 규모의 Citi 시설과 별도라고 ad-hoc-news.de의 주식 분석이 전했다. https://slicast.com/article/x7tsbh Slicast en 2026-10-25T05:15:00.000Z Applied Digital (APLD) shares are down 53% even though the company has signed 1.41 GW of leases, a video analysis asks why. https://slicast.com/zh/article/x7tsbh Slicast zh-cn 2026-10-25T05:15:00.000Z 尽管Applied Digital（APLD）已签下1.41吉瓦（GW）的租约，其股价却下跌53%，一段视频分析探讨了原因。 https://slicast.com/ko/article/x7tsbh Slicast ko 2026-10-25T05:15:00.000Z Applied Digital(APLD) 주가는 회사가 1.41GW 규모의 임대 계약을 체결했음에도 53% 하락했으며, 이에 대한 이유를 한 영상 분석이 짚고 있다. https://slicast.com/article/y2fcbz Slicast en 2026-10-25T05:14:00.000Z An analysis asks whether a reset in AI power demand changes the investment case for Vistra stock. https://slicast.com/zh/article/y2fcbz Slicast zh-cn 2026-10-25T05:14:00.000Z 一篇分析文章探讨AI电力需求的重置是否会改变Vistra股票的投资逻辑。 https://slicast.com/article/17vfeur Slicast en 2026-10-25T05:11:16.000Z Microsoft has canceled a UK AI data center project due to power delays. https://slicast.com/zh/article/17vfeur Slicast zh-cn 2026-10-25T05:11:16.000Z 微软因电力供应延误，取消了一个英国AI数据中心项目。 https://slicast.com/ko/article/17vfeur Slicast ko 2026-10-25T05:11:16.000Z Microsoft, 전력 공급 지연으로 영국 AI 데이터센터 프로젝트 취소 https://slicast.com/article/t3kuzv Slicast en 2026-10-25T05:02:31.000Z An ad-hoc-news.de analysis examines IREN's Badajoz blueprint as the market starts asking for proof of delivery. https://slicast.com/zh/article/t3kuzv Slicast zh-cn 2026-10-25T05:02:31.000Z ad-hoc-news.de的一篇分析探讨了IREN的Badajoz蓝图，市场开始要求其拿出实际交付的证明。 https://slicast.com/ko/article/t3kuzv Slicast ko 2026-10-25T05:02:31.000Z An ad-hoc-news.de 분석은 시장이 실제 이행 증명을 요구하기 시작하면서 IREN의 바다호스 청사진을 검토한다. https://slicast.com/article/1u4tkrv Slicast en 2026-10-25T04:50:31.000Z Simply Wall Street reports that Goldman Sachs (GS) is pushing $500 million into AI and data centers. https://slicast.com/zh/article/1u4tkrv Slicast zh-cn 2026-10-25T04:50:31.000Z Simply Wall Street报道称，高盛（GS）正向AI与数据中心领域投入5亿美元。 https://slicast.com/article/15o7a6p Slicast en 2026-10-25T04:41:09.000Z Chinese chipmaker Cambricon reported quarterly revenue far below expectations, with its growth dragged down, according to 联合日报. https://slicast.com/zh/article/15o7a6p Slicast zh-cn 2026-10-25T04:41:09.000Z 中国芯片设计商寒武纪（Cambricon）季度营收远低于预期，增长受到拖累，据联合日报报道。 https://slicast.com/article/ca4w3z Slicast en 2026-10-25T04:24:32.000Z 29 countries have signed WAICO, which is positioned as a rival to Pax Silica, according to tech-insider.org. https://slicast.com/zh/article/ca4w3z Slicast zh-cn 2026-10-25T04:24:32.000Z 29个国家已签署WAICO，该组织被视为Pax Silica的竞争对手，据tech-insider.org报道。 https://slicast.com/ko/article/ca4w3z Slicast ko 2026-10-25T04:24:32.000Z 29개국이 WAICO에 서명했으며, 이는 Pax Silica의 경쟁 구도로 자리매김하고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/1dsp4m5 Slicast en 2026-10-25T04:24:00.000Z Gamers are turning old Nvidia GPUs into cheap AI chips as GPU rental prices spike, according to Startup Fortune. https://slicast.com/zh/article/1dsp4m5 Slicast zh-cn 2026-10-25T04:24:00.000Z 随着GPU租赁价格飙升，玩家们正把老旧的英伟达GPU改造为廉价AI芯片，据Startup Fortune报道。 https://slicast.com/article/5aticw Slicast en 2026-10-25T04:23:00.000Z Nvidia CEO Jensen Huang argues that US regulation has pushed China's domestic capabilities forward, in comments reported by The Times of India. https://slicast.com/zh/article/5aticw Slicast zh-cn 2026-10-25T04:23:00.000Z 英伟达首席执行官黄仁勋（Jensen Huang）认为美国的监管推动了中国本土能力的提升，相关言论由The Times of India报道。 https://slicast.com/ko/article/5aticw Slicast ko 2026-10-25T04:23:00.000Z 엔비디아 CEO 젠슨 황은 미국의 규제가 중국의 자체 역량을 키워 왔다고 주장했으며, 이는 The Times of India가 보도한 발언이다. https://slicast.com/article/fczxj Slicast en 2026-10-25T04:13:44.000Z EnterpriseAM reports that HUMAIN has found its anchor, though the headline gives no detail on the anchor's identity or terms. https://slicast.com/zh/article/fczxj Slicast zh-cn 2026-10-25T04:13:44.000Z EnterpriseAM报道称，HUMAIN已找到其主要锚定客户，但标题未透露对方身份或合同条款。 https://slicast.com/article/qhg6e1 Slicast en 2026-10-25T03:56:50.000Z Intel Foundry's yield reportedly rose to 85%, and it has secured orders from Nvidia, OpenAI and others, according to TradingKey. https://slicast.com/zh/article/qhg6e1 Slicast zh-cn 2026-10-25T03:56:50.000Z 据TradingKey报道，英特尔代工（Intel Foundry）良率据称已提升至85%，并已获得英伟达、OpenAI等客户的订单。 https://slicast.com/ko/article/qhg6e1 Slicast ko 2026-10-25T03:56:50.000Z Intel Foundry의 수율이 85%로 상승했다고 TradingKey가 보도했으며, Nvidia, OpenAI 등으로부터 주문을 확보했다고 전했다. https://slicast.com/article/19i8tbr Slicast en 2026-10-25T03:15:25.000Z Andy Jassy says AWS cloud capacity is sold out through 2027 amid the AI boom. https://slicast.com/zh/article/19i8tbr Slicast zh-cn 2026-10-25T03:15:25.000Z Andy Jassy表示，AWS云计算产能在AI热潮中已售罄至2027年。 https://slicast.com/ko/article/19i8tbr Slicast ko 2026-10-25T03:15:25.000Z AI 붐 속에서 앤디 재시 AWS 클라우드 용량이 2027년까지 모두 판매됐다고 밝혔다. https://slicast.com/article/1yz365f Slicast en 2026-10-25T03:11:08.000Z H100 rental prices are spiking even as Wall Street frets about an AI bubble, per Startup Fortune. https://slicast.com/zh/article/1yz365f Slicast zh-cn 2026-10-25T03:11:08.000Z 尽管华尔街担心AI泡沫，H100租赁价格仍在飙升，据Startup Fortune报道。 https://slicast.com/ko/article/1yz365f Slicast ko 2026-10-25T03:11:08.000Z H100 렌탈 가격이 월가의 AI 버블 우려에도 불구하고 급등하고 있다고 Startup Fortune이 보도했다. https://slicast.com/article/1opzwvp Slicast en 2026-10-25T03:10:00.000Z Reports show AI stocks have fallen for four straight weeks despite sharply higher earnings, with equity ETFs drawing about 70 billion yuan in net inflows over the same period. https://slicast.com/zh/article/1opzwvp Slicast zh-cn 2026-10-25T03:10:00.000Z 据报道，AI股已连续四周下跌，但业绩大幅增长，同期股票型ETF净流入近700亿元。 https://slicast.com/article/1zuyki Slicast en 2026-10-25T02:05:00.000Z DDR4 prices surged 24% as Big Tech redesigns HBM, with the effort converging on Samsung's Taylor Fab 2. https://slicast.com/zh/article/1zuyki Slicast zh-cn 2026-10-25T02:05:00.000Z 随着科技巨头重新设计HBM，DDR4价格飙升24%，相关工作正集中于三星的Taylor Fab 2。 https://slicast.com/ko/article/1zuyki Slicast ko 2026-10-25T02:05:00.000Z DDR4 가격이 24% 급등한 가운데, 빅테크 기업들이 HBM을 재설계하면서 그 노력이 삼성전자의 테일러 팹 2에 집중되고 있다. https://slicast.com/article/1tjeuj3 Slicast en 2026-10-25T02:04:12.000Z US AI data center projects are facing delays and rising costs amid grid issues. https://slicast.com/zh/article/1tjeuj3 Slicast zh-cn 2026-10-25T02:04:12.000Z 受电网问题影响，美国AI数据中心项目正面临延期和成本上涨。 https://slicast.com/ko/article/1tjeuj3 Slicast ko 2026-10-25T02:04:12.000Z 미국 AI 데이터센터 프로젝트가 전력망 문제로 지연되고 비용이 상승하고 있다. https://slicast.com/article/130ax0s Slicast en 2026-10-25T02:01:40.000Z Lenovo previewed its AI Host P7, built with Houmo M50 and CIX P1 chips, and opened an early-access program. https://slicast.com/zh/article/130ax0s Slicast zh-cn 2026-10-25T02:01:40.000Z 联想预览了搭载Houmo M50和CIX P1芯片的AI主机P7，并开放了抢先体验计划。 https://slicast.com/article/1zzuxd Slicast en 2026-10-25T02:00:52.000Z A Global Data Center Hub roundup reports Nebius's $3.5B loan, Microsoft's 1.1GW deal with NiSource, and Aolani's ~500MW of LOIs. https://slicast.com/zh/article/1zzuxd Slicast zh-cn 2026-10-25T02:00:52.000Z Global Data Center Hub综述报道，Nebius获得35亿美元贷款，微软与NiSource达成1.1GW协议，Aolani签署约500MW的意向书（LOI）。 https://slicast.com/ko/article/1zzuxd Slicast ko 2026-10-25T02:00:52.000Z Global Data Center Hub 종합 보도에 따르면, Nebius의 35억 달러 대출, Microsoft와 NiSource의 1.1GW 규모 계약, 그리고 Aolani의 약 500MW 규모 LOI(의향서)가 전해졌다. https://slicast.com/article/10nyc4f Slicast en 2026-10-25T01:55:00.000Z The U.S. Treasury has proposed expanded restrictions on investment in China, and China's Ministry of Commerce vowed firm opposition and reserved the right to take countermeasures. https://slicast.com/zh/article/10nyc4f Slicast zh-cn 2026-10-25T01:55:00.000Z 美国财政部提议扩大对华投资限制，中国商务部坚决反对，并保留采取反制措施的权利。 https://slicast.com/ko/article/10nyc4f Slicast ko 2026-10-25T01:55:00.000Z 미국 재무부가 중국 투자에 대한 제한 확대를 제안했으며, 중국 상무부는 단호히 반대하고 대응 조치를 취할 권리를 유보한다고 밝혔다. https://slicast.com/article/bmuw7v Slicast en 2026-10-25T01:47:16.000Z Cipher Digital (CIFR) completed an $850 million raise, and analysts are now focused on its fair value. https://slicast.com/zh/article/bmuw7v Slicast zh-cn 2026-10-25T01:47:16.000Z Cipher Digital（CIFR）完成8.5亿美元融资，分析师开始关注其公允价值。 https://slicast.com/ko/article/bmuw7v Slicast ko 2026-10-25T01:47:16.000Z Cipher Digital (CIFR)가 8억 5천만 달러 규모의 자금 조달을 완료했으며, 애널리스트들은 이제 이 회사의 적정 가치에 주목하고 있다. https://slicast.com/article/1wmr419 Slicast en 2026-10-25T01:29:32.000Z NeoTeo reports the Stargate Argentina project has no firm contract in 2026. https://slicast.com/zh/article/1wmr419 Slicast zh-cn 2026-10-25T01:29:32.000Z NeoTeo报道，Stargate Argentina项目在2026年尚无确定合同。 https://slicast.com/ko/article/1wmr419 Slicast ko 2026-10-25T01:29:32.000Z NeoTeo는 2026년 현재 Stargate Argentina 프로젝트에 대한 확정 계약이 없다고 보도했다. https://slicast.com/article/l1rd3m Slicast en 2026-10-25T01:25:08.000Z Qualcomm shares rose overnight after a patent deal with Huawei covering AI chip technology. https://slicast.com/zh/article/l1rd3m Slicast zh-cn 2026-10-25T01:25:08.000Z 高通（QCOM）股价隔夜上涨，原因是其与华为达成了涵盖AI芯片技术的专利协议。 https://slicast.com/article/10q8541 Slicast en 2026-10-25T01:00:06.000Z Memory stocks MU, SNDK and SKHY rebounded even as CXMT touted faster production. https://slicast.com/zh/article/10q8541 Slicast zh-cn 2026-10-25T01:00:06.000Z 尽管长鑫存储（CXMT）宣称产能提速，MU、SNDK和SKHY等存储股仍出现反弹。 https://slicast.com/article/2a4uk8 Slicast en 2026-10-25T00:33:27.000Z Ken Griffin warns of an AI bubble as Big Tech spends $700 billion. https://slicast.com/zh/article/2a4uk8 Slicast zh-cn 2026-10-25T00:33:27.000Z Ken Griffin警告AI泡沫，而科技巨头的支出已达7000亿美元。 https://slicast.com/article/ba4o44 Slicast en 2026-10-25T00:32:06.000Z Rumble (RUM) reported Q2 revenue up 60%, and its CEO is targeting a $3B opportunity for Quake AI. https://slicast.com/zh/article/ba4o44 Slicast zh-cn 2026-10-25T00:32:06.000Z Rumble（RUM）第二季度营收增长60%，其首席执行官瞄准了Quake AI的30亿美元市场机会。 https://slicast.com/article/ahwr8z Slicast en 2026-10-25T00:21:06.000Z Nvidia H200 rental costs have risen about 160% since January. https://slicast.com/zh/article/ahwr8z Slicast zh-cn 2026-10-25T00:21:06.000Z 自今年1月以来，英伟达H200的租赁成本上涨约160%。 https://slicast.com/ko/article/ahwr8z Slicast ko 2026-10-25T00:21:06.000Z Nvidia H200 임대 비용은 1월 이후 약 160% 상승했다. https://slicast.com/article/xery4u Slicast en 2026-10-25T00:17:42.000Z SK Hynix is nearing a US listing, according to TradingKey's key-information report. https://slicast.com/zh/article/xery4u Slicast zh-cn 2026-10-25T00:17:42.000Z 据TradingKey报道，SK海力士即将在美国上市。 https://slicast.com/ko/article/xery4u Slicast ko 2026-10-25T00:17:42.000Z SK하이닉스가 TradingKey의 핵심 정보 보고서에 따르면 미국 상장을 앞두고 있다. https://slicast.com/article/15wp6o0 Slicast en 2026-10-24T23:35:32.000Z Moonshot is reportedly seeking access to more NVDA Blackwell chips, a week after a Trump official flagged an export-control breach. https://slicast.com/zh/article/15wp6o0 Slicast zh-cn 2026-10-24T23:35:32.000Z 据报道，月之暗面（Moonshot）正寻求获得更多英伟达（NVDA）Blackwell芯片，此前一周特朗普政府官员提出了出口管制违规问题。 https://slicast.com/ko/article/15wp6o0 Slicast ko 2026-10-24T23:35:32.000Z Moonshot은 트럼프 행정부 관계자가 수출 통제 위반을 지적한 지 일주일 만에 NVDA Blackwell 칩을 추가로 확보하려는 것으로 전해졌다. https://slicast.com/article/4wobab Slicast en 2026-10-24T23:22:05.000Z Masdar acquired a 550MW+ solar project in Greece and partnered with Khazna on green data centres. https://slicast.com/zh/article/4wobab Slicast zh-cn 2026-10-24T23:22:05.000Z Masdar收购了希腊一个550MW以上的太阳能项目，并与Khazna合作建设绿色数据中心。 https://slicast.com/article/1uvvhx5 Slicast en 2026-10-24T23:12:40.000Z CXMT (ChangXin Memory) forecasts CNY 132.5 billion in profit, with its stock facing an October 31 test. https://slicast.com/zh/article/1uvvhx5 Slicast zh-cn 2026-10-24T23:12:40.000Z 长鑫存储（CXMT）预计盈利1325亿元，其股票将面临10月31日的一项考验。 https://slicast.com/commentary/lam-research-2026-10-24 Slicast en 2026-10-24T07:36:26.817Z Lam Research, October 2026: Supply Chain Constraints Surface as Shares Fall 11.8% https://slicast.com/zh/commentary/lam-research-2026-10-24 Slicast zh-cn 2026-10-24T07:36:26.817Z 泛林集团2026年10月：供应链约束浮现，股价单日下跌11.8% https://slicast.com/commentary/bloom-energy-2026-10-24 Slicast en 2026-10-24T07:27:17.317Z Bloom Energy AI Data Center Power Contracts, October 2026 https://slicast.com/zh/commentary/bloom-energy-2026-10-24 Slicast zh-cn 2026-10-24T07:27:17.317Z Bloom Energy AI数据中心供电合同，2026年10月 https://slicast.com/commentary/g42-2026-10-24 Slicast en 2026-10-24T06:45:38.149Z G42 Greece AI Factory Plans and Capital Strategy, October 2026 https://slicast.com/zh/commentary/g42-2026-10-24 Slicast zh-cn 2026-10-24T06:45:38.149Z G42希腊AI工厂计划与融资战略，2026年10月 https://slicast.com/commentary/cambricon-2026-10-24 Slicast en 2026-10-24T06:36:43.973Z Cambricon Q3 2026 Results: Profit Doubles as Trillion-Yuan Valuation Fades https://slicast.com/zh/commentary/cambricon-2026-10-24 Slicast zh-cn 2026-10-24T06:36:43.973Z 寒武纪2026年三季报：利润翻倍，万亿元市值已成过去 https://slicast.com/brief/2026-10-24 Slicast en 2026-10-24T06:22:16.604Z Latest AI Infrastructure News: October 24, 2026 https://slicast.com/zh/brief/2026-10-24 Slicast zh-cn 2026-10-24T06:22:16.604Z AI 基础设施新闻早报 · 2026年10月24日 https://slicast.com/ko/brief/2026-10-24 Slicast ko 2026-10-24T06:22:16.604Z 최신 AI 인프라 뉴스 · 2026년 10월 24일 https://slicast.com/article/jdhbh2 Slicast en 2026-10-24T05:32:49.000Z ET Datacenters argues that AI workloads are reshaping power efficiency in data centres. https://slicast.com/zh/article/jdhbh2 Slicast zh-cn 2026-10-24T05:32:49.000Z ET Datacenters认为，人工智能工作负载正在重塑数据中心的电力效率。 https://slicast.com/ko/article/jdhbh2 Slicast ko 2026-10-24T05:32:49.000Z ET Datacenters는 AI 워크로드가 데이터센터의 전력 효율성을 재편하고 있다고 주장한다. https://slicast.com/commentary/gds-2026-10-24 Slicast en 2026-10-24T05:06:40.813Z GDS Holdings Stock, October 2026: A 6.1% Session Drop as AI Orders Outpace Revenue Recognition https://slicast.com/zh/commentary/gds-2026-10-24 Slicast zh-cn 2026-10-24T05:06:40.813Z 万国数据股价，2026年10月：单日跌6.1%，AI订单持续领跑确认收入 https://slicast.com/article/9zdbjh Slicast en 2026-10-24T05:02:33.000Z An AI-RTZ newsletter roundup flags Anthropic's $750B compute bill, an OpenAI spending trim and Nvidia's 'safety net' among its latest AI stories. https://slicast.com/zh/article/9zdbjh Slicast zh-cn 2026-10-24T05:02:33.000Z AI-RTZ简报汇总了多条动态，包括Anthropic的7500亿美元算力账单、OpenAI的开支削减以及英伟达的“安全网”。 https://slicast.com/ko/article/9zdbjh Slicast ko 2026-10-24T05:02:33.000Z AI-RTZ 뉴스레터 요약은 Anthropic의 7,500억 달러 규모 컴퓨팅 비용, OpenAI의 지출 축소, Nvidia의 '안전망'을 최신 AI 뉴스로 꼽았다. https://slicast.com/commentary/intel-2026-10-24 Slicast en 2026-10-24T04:58:15.396Z Intel INTC, October 2026: An 8% Session Decline Amid Foundry Progress and Sector Headwinds https://slicast.com/zh/commentary/intel-2026-10-24 Slicast zh-cn 2026-10-24T04:58:15.396Z 英特尔（INTC），2026年10月：单日跌8%，晶圆厂进展与行业逆风并存 https://slicast.com/commentary/terawulf-2026-10-24 Slicast en 2026-10-24T04:46:37.148Z Why TeraWulf Fell 11% on Its Muskie 1-GW Power Expansion, October 2026 https://slicast.com/zh/commentary/terawulf-2026-10-24 Slicast zh-cn 2026-10-24T04:46:37.148Z 为何TeraWulf在Muskie园区1吉瓦扩容宣布后股价下跌11%，2026年10月 https://slicast.com/commentary/coreweave-2026-10-24 Slicast en 2026-10-24T04:38:58.377Z CoreWeave Credit Stress and Stock Selloff, October 2026 https://slicast.com/zh/commentary/coreweave-2026-10-24 Slicast zh-cn 2026-10-24T04:38:58.377Z CoreWeave信用压力与股价下跌：2026年10月 https://slicast.com/commentary/applied-digital-2026-10-24 Slicast en 2026-10-24T04:26:35.021Z Applied Digital (APLD) AI Expansion and Financing Pressure, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-24 Slicast zh-cn 2026-10-24T04:26:35.021Z Applied Digital（APLD）AI扩张与融资压力，2026年10月 https://slicast.com/article/1f9m5lb Slicast en 2026-10-24T04:26:00.000Z Chipmakers keep expanding capacity yet remain undersupplied, and demand for lithography tools is so strong that new investment now covers more process steps, from wafer fabrication through advanced pa https://slicast.com/zh/article/1f9m5lb Slicast zh-cn 2026-10-24T04:26:00.000Z 芯片制造商持续扩产但仍供不应求，光刻机需求火爆，新增投资已覆盖从晶圆制造到先进封装的更多光刻工序。 https://slicast.com/ko/article/1f9m5lb Slicast ko 2026-10-24T04:26:00.000Z 칩 제조사들은 생산능력을 계속 확대하고 있지만 여전히 공급이 부족하며, 노광 장비에 대한 수요가 매우 강해 새로운 투자가 웨이퍼 제조부터 첨단 패키징에 이르기까지 더 많은 공정 단계를 아우르고 있다. https://slicast.com/article/qo7h7t Slicast en 2026-10-24T04:14:00.000Z Cambricon reported that its third-quarter profit doubled and that it earned 3.7 billion yuan in the first three quarters, though its market value has cooled and a trillion-yuan valuation is now a thin https://slicast.com/zh/article/qo7h7t Slicast zh-cn 2026-10-24T04:14:00.000Z 寒武纪第三季度利润翻倍，前三季度累计赚取37亿元，但市值已明显降温，万亿元市值已成过去。 https://slicast.com/ko/article/qo7h7t Slicast ko 2026-10-24T04:14:00.000Z Cambricon은 3분기 순이익이 두 배로 늘었고 올해 첫 3분기 누적 순이익이 37억 위안이라고 발표했다. 다만 시가총액은 식었고, 1조 위안 규모의 기업가치는 이제 과거의 일이 됐다. https://slicast.com/article/1szzit4 Slicast en 2026-10-24T04:09:00.000Z Meta's US$825 billion 'bill' is cited to illustrate how expensive AI compute has become, while a funding gap and divergent compute costs across global markets are emerging. https://slicast.com/zh/article/1szzit4 Slicast zh-cn 2026-10-24T04:09:00.000Z Meta的8250亿美元“账单”被用来说明人工智能算力的高昂成本，同时全球市场间的算力成本分化与资金缺口正在显现。 https://slicast.com/ko/article/1szzit4 Slicast ko 2026-10-24T04:09:00.000Z Meta의 8,250억 달러 규모 "청구서"는 AI 컴퓨팅 비용이 얼마나 높아졌는지를 보여주는 사례로 거론되고 있으며, 한편으로는 자금 조달 격차와 글로벌 시장 간 컴퓨팅 비용 차이도 나타나고 있다. https://slicast.com/article/1svbwiq Slicast en 2026-10-24T04:08:07.000Z Reports say 32 Nvidia B300 GPUs have been spotted at China Telecom, raising questions about how Blackwell-generation chips are reaching Chinese carriers. https://slicast.com/zh/article/1svbwiq Slicast zh-cn 2026-10-24T04:08:07.000Z 据报道，英伟达B300图形处理器在中国电信被发现，共32块，引发了Blackwell世代芯片如何进入中国运营商的疑问。 https://slicast.com/ko/article/1svbwiq Slicast ko 2026-10-24T04:08:07.000Z Reports say 32 Nvidia B300 GPUs have been spotted at China Telecom, raising questions about how Blackwell-generation chips are reaching Chinese carriers. Wait, I should correct my approach: the trans https://slicast.com/article/1ymvj8o Slicast en 2026-10-24T04:03:20.000Z OpenAI is arriving on Google Cloud, giving businesses a new way to buy its AI. https://slicast.com/zh/article/1ymvj8o Slicast zh-cn 2026-10-24T04:03:20.000Z OpenAI入驻谷歌云（Google Cloud），企业将获得购买其人工智能服务的新途径。 https://slicast.com/ko/article/1ymvj8o Slicast ko 2026-10-24T04:03:20.000Z OpenAI가 Google Cloud에 입점해, 기업들이 OpenAI의 AI를 구매할 수 있는 새로운 방식이 열립니다. https://slicast.com/article/10nk654 Slicast en 2026-10-24T03:49:00.000Z The UK commits £100M to an AI biosecurity lab and £200M in OpenAI/Anthropic credits. https://slicast.com/zh/article/10nk654 Slicast zh-cn 2026-10-24T03:49:00.000Z 英国承诺投入1亿英镑（£100M）建设人工智能生物安全实验室，并提供2亿英镑（£200M）的OpenAI/Anthropic额度。 https://slicast.com/ko/article/10nk654 Slicast ko 2026-10-24T03:49:00.000Z 영국, AI 생물보안 연구소에 1억 파운드 투자 및 OpenAI·Anthropic 크레딧 2억 파운드 약정 https://slicast.com/article/1r9qmip Slicast en 2026-10-24T02:35:08.000Z TeraWulf expanded its revolving credit line by 60% to about $400 million. https://slicast.com/zh/article/1r9qmip Slicast zh-cn 2026-10-24T02:35:08.000Z TeraWulf将其循环信贷额度扩大60%，至约4亿美元。 https://slicast.com/ko/article/1r9qmip Slicast ko 2026-10-24T02:35:08.000Z TeraWulf, 회전신용한도를 60% 확대해 약 4억 달러로 늘렸다. https://slicast.com/article/18a1m6h Slicast en 2026-10-24T02:25:36.000Z ET Datacenters reports that Australia's AI data-centre boom faces power constraints and local opposition. https://slicast.com/zh/article/18a1m6h Slicast zh-cn 2026-10-24T02:25:36.000Z ET Datacenters报道称，澳大利亚的人工智能数据中心热潮正面临电力供应瓶颈与地方反对。 https://slicast.com/ko/article/18a1m6h Slicast ko 2026-10-24T02:25:36.000Z ET Datacenters 보도에 따르면, 호주의 AI 데이터센터 붐은 전력 공급 제약과 지역 주민의 반대에 직면해 있다. https://slicast.com/article/5c1cih Slicast en 2026-10-24T02:12:05.000Z Domestic GPU maker MetaX (688802) announced an equity incentive plan covering 94.7% of its employees, or 876 people. https://slicast.com/zh/article/5c1cih Slicast zh-cn 2026-10-24T02:12:05.000Z 国产图形处理器龙头沐曦（688802）宣布股权激励计划，覆盖94.7%的员工，共876人。 https://slicast.com/ko/article/5c1cih Slicast ko 2026-10-24T02:12:05.000Z 국내 GPU 기업 MetaX(688802)가 전체 직원의 94.7%인 876명을 대상으로 하는 지분 인센티브 계획을 발표했다. https://slicast.com/article/1uypm79 Slicast en 2026-10-24T01:57:47.000Z A tech-insider.org report claims only 23% of AI data centres in Australia have power. https://slicast.com/zh/article/1uypm79 Slicast zh-cn 2026-10-24T01:57:47.000Z tech-insider.org报道称，澳大利亚仅有23%的人工智能数据中心已接通电力。 https://slicast.com/ko/article/1uypm79 Slicast ko 2026-10-24T01:57:47.000Z tech-insider.org 보고서는 호주 AI 데이터센터의 23%만 전력을 확보하고 있다고 주장했다. https://slicast.com/article/1t8i7la Slicast en 2026-10-24T01:44:19.000Z Nvidia rejects near-term memory glut fears and leaves the door open to cooperation with CXMT (ChangXin Memory). https://slicast.com/zh/article/1t8i7la Slicast zh-cn 2026-10-24T01:44:19.000Z 英伟达否认近期存在存储过剩风险，并对与长鑫存储（CXMT）的合作保持开放态度。 https://slicast.com/ko/article/1t8i7la Slicast ko 2026-10-24T01:44:19.000Z Nvidia, 단기 메모리 공급 과잉 우려 일축… CXMT(ChangXin Memory)와의 협력 가능성 열어둬 https://slicast.com/article/1y4x38y Slicast en 2026-10-24T01:42:35.000Z OpenAI resumed frontier-model training after an 11-day pause that followed a September security scare, and it is restricting live internet access during training. https://slicast.com/zh/article/1y4x38y Slicast zh-cn 2026-10-24T01:42:35.000Z OpenAI在9月发生安全事件后暂停前沿模型训练11天，现已恢复训练，并在训练期间限制实时互联网访问。 https://slicast.com/ko/article/1y4x38y Slicast ko 2026-10-24T01:42:35.000Z OpenAI는 9월 보안 우려로 중단되었던 11일간의 휴지기 이후 프런티어 모델 학습을 재개했으며, 학습 중 실시간 인터넷 접근을 제한하고 있다. https://slicast.com/article/ycv26h Slicast en 2026-10-24T01:29:07.000Z Simply Wall Street asks whether new data center leases change the bull case for Cipher Digital (CIFR). https://slicast.com/zh/article/ycv26h Slicast zh-cn 2026-10-24T01:29:07.000Z Simply Wall Street探讨新的数据中心租约是否会改变Cipher Digital（CIFR）的看涨逻辑。 https://slicast.com/ko/article/ycv26h Slicast ko 2026-10-24T01:29:07.000Z Simply Wall Street은 새로운 데이터센터 임대 계약이 Cipher Digital(CIFR)의 강세 시나리오를 바꾸는지 묻고 있습니다. https://slicast.com/article/wnll2s Slicast en 2026-10-24T01:16:21.000Z SolarEdge displayed its MVAC-to-800 VDC solid-state transformer technology for AI data centers at the OCP Global Summit. https://slicast.com/zh/article/wnll2s Slicast zh-cn 2026-10-24T01:16:21.000Z SolarEdge在OCP Global Summit上展示了面向人工智能数据中心的MVAC转800 VDC固态变压器技术。 https://slicast.com/ko/article/wnll2s Slicast ko 2026-10-24T01:16:21.000Z SolarEdge는 OCP 글로벌 서밋에서 AI 데이터센터용 MVAC-to-800 VDC 고체 변압기(solid-state transformer) 기술을 선보였다. https://slicast.com/article/de6oq Slicast en 2026-10-24T01:07:27.000Z OpenAI has restarted frontier model training after an 11-day halt, a pause reported alongside a security breach and the disabling of internet access during training. https://slicast.com/zh/article/de6oq Slicast zh-cn 2026-10-24T01:07:27.000Z OpenAI在暂停11天后恢复前沿模型训练，相关报道提到此次暂停与安全漏洞事件有关，且训练期间停用了互联网访问。 https://slicast.com/ko/article/de6oq Slicast ko 2026-10-24T01:07:27.000Z OpenAI가 11일간의 중단 이후 프런티어 모델 훈련을 재개했다. 이번 중단은 보안 침해 사고 및 훈련 중 인터넷 접속 차단 조치와 함께 보도됐다. https://slicast.com/article/lvtprp Slicast en 2026-10-24T01:00:11.000Z South China Morning Post reports that China's AI compute power is set to double but remains heavily reliant on US chips. https://slicast.com/zh/article/lvtprp Slicast zh-cn 2026-10-24T01:00:11.000Z 南华早报报道称，中国人工智能算力规模有望翻倍，但仍严重依赖美国芯片。 https://slicast.com/ko/article/lvtprp Slicast ko 2026-10-24T01:00:11.000Z South China Morning Post에 따르면 중국의 AI 컴퓨팅 파워는 두 배로 늘어날 전망이지만, 여전히 미국산 칩에 크게 의존하고 있다. https://slicast.com/article/e4kz6f Slicast en 2026-10-24T00:40:06.000Z Era Media Sejahtera has signed MoUs for 2 GW of solar and 1.6 GW of AI data center projects. https://slicast.com/zh/article/e4kz6f Slicast zh-cn 2026-10-24T00:40:06.000Z Era Media Sejahtera签署了2吉瓦太阳能项目和1.6吉瓦人工智能数据中心项目的谅解备忘录。 https://slicast.com/ko/article/e4kz6f Slicast ko 2026-10-24T00:40:06.000Z Era Media Sejahtera는 태양광 2GW 및 AI 데이터센터 1.6GW 규모의 프로젝트에 대한 양해각서(MoU)를 체결했다. https://slicast.com/article/qd1hom Slicast en 2026-10-24T00:17:00.000Z A report says TSMC is exploring rare-earth-free equipment to counter China's controls. https://slicast.com/zh/article/qd1hom Slicast zh-cn 2026-10-24T00:17:00.000Z 报道称，台积电正在探索无稀土设备，以应对中国的管制措施。 https://slicast.com/ko/article/qd1hom Slicast ko 2026-10-24T00:17:00.000Z 보고서에 따르면 TSMC는 중국의 규제에 대응하기 위해 희토류를 사용하지 않는 장비를 검토하고 있다. https://slicast.com/article/1qcteog Slicast en 2026-10-24T00:14:03.000Z US stock indices opened lower, the Philadelphia Semiconductor Index fell more than 4%, and China-concept stocks and star tech stocks broadly declined. https://slicast.com/zh/article/1qcteog Slicast zh-cn 2026-10-24T00:14:03.000Z 美国三大股指集体低开，费城半导体指数跌超4%，明星科技股和中概股普遍下跌。 https://slicast.com/ko/article/1qcteog Slicast ko 2026-10-24T00:14:03.000Z 미국 주가지수가 하락 출발했으며, 필라델피아 반도체지수는 4% 넘게 떨어졌다. 중국 관련주와 기술주 전반도 약세를 보였다. https://slicast.com/article/1jl42f0 Slicast en 2026-10-24T00:13:42.000Z TeraWulf's 20-year lease agreement with Anthropic is expected to generate $19B in revenue. https://slicast.com/zh/article/1jl42f0 Slicast zh-cn 2026-10-24T00:13:42.000Z TeraWulf与Anthropic签订的20年期租约预计将带来190亿美元收入。 https://slicast.com/ko/article/1jl42f0 Slicast ko 2026-10-24T00:13:42.000Z TeraWulf의 Anthropic과의 20년 임대 계약은 190억 달러(19B)의 매출을 창출할 것으로 예상된다. https://slicast.com/article/1ecm21p Slicast en 2026-10-23T23:05:33.000Z Maijie Technology said on October 23 that its MTVM series has been sent as samples to domestic server makers and domestic GPU platforms for validation. https://slicast.com/zh/article/1ecm21p Slicast zh-cn 2026-10-23T23:05:33.000Z 麦捷科技于10月23日表示，其MTVM系列产品已同步向国内服务器厂商及国产图形处理器平台送样验证。 https://slicast.com/ko/article/1ecm21p Slicast ko 2026-10-23T23:05:33.000Z Maijie Technology는 10월 23일 MTVM 시리즈를 국내 서버 제조사와 국내 GPU 플랫폼에 샘플로 보내 검증을 진행 중이라고 밝혔다. https://slicast.com/article/9hzq3l Slicast en 2026-10-23T23:00:00.000Z An Asia Economy report says Nvidia is betting on data center power distribution, with a 'shrink the power room, fit one more server' approach. https://slicast.com/zh/article/9hzq3l Slicast zh-cn 2026-10-23T23:00:00.000Z 亚洲经济报道称，英伟达押注数据中心供配电领域，主张'缩小供电室、多装一台服务器'的思路。 https://slicast.com/ko/article/9hzq3l Slicast ko 2026-10-23T23:00:00.000Z Asia Economy 보도에 따르면, 엔비디아는 데이터센터 전력 공급 분야에 투자하고 있으며, "전력실을 줄여 서버를 한 대 더 넣는다"는 방식을 추진하고 있다. https://slicast.com/article/ae0axs Slicast en 2026-10-23T23:00:00.000Z An Asia Economy column in its Energy Odyssey series asks why Meta left RE100 and examines the AI data center power paradox. https://slicast.com/zh/article/ae0axs Slicast zh-cn 2026-10-23T23:00:00.000Z 亚洲经济能源系列专栏第14篇追问Meta为何退出RE100，并剖析人工智能数据中心用电的矛盾。 https://slicast.com/ko/article/ae0axs Slicast ko 2026-10-23T23:00:00.000Z Asia Economy의 칼럼 'Energy Odyssey' 시리즈는 Meta가 RE100에서 탈퇴한 이유를 묻고, AI 데이터센터의 전력 역설을 짚어본다. https://slicast.com/article/8e84ip Slicast en 2026-10-23T22:36:34.000Z HPCwire reports that Nutanix and Supermicro have jointly engineered a system for private inference to tackle runaway AI costs. https://slicast.com/zh/article/8e84ip Slicast zh-cn 2026-10-23T22:36:34.000Z HPCwire报道，Nutanix与超微电脑联合设计了一套私有推理系统，旨在应对失控的人工智能成本。 https://slicast.com/ko/article/8e84ip Slicast ko 2026-10-23T22:36:34.000Z HPCwire는 Nutanix와 Supermicro가 급증하는 AI 비용 문제를 해결하기 위해 프라이빗 추론용 시스템을 공동 개발했다고 보도했다. https://slicast.com/article/xc1yoi Slicast en 2026-10-23T22:23:31.000Z KBRA assigned preliminary ratings to U.S. Signal's data center asset-backed securities notes. https://slicast.com/zh/article/xc1yoi Slicast zh-cn 2026-10-23T22:23:31.000Z KBRA为U.S. Signal数据中心资产支持证券票据分配了初步评级。 https://slicast.com/ko/article/xc1yoi Slicast ko 2026-10-23T22:23:31.000Z KBRA, U.S. Signal의 데이터센터 자산유동화증권(ABS) 채권에 대해 예비 등급을 부여했다. https://slicast.com/article/fl98dt Slicast en 2026-10-23T22:08:19.000Z Micron Technology's CEO reaffirmed tight supply for the next two years, while HBM4 mass production and the CXMT controversy shape the stock outlook. https://slicast.com/zh/article/fl98dt Slicast zh-cn 2026-10-23T22:08:19.000Z 美光科技首席执行官重申未来两年供应仍将紧张；HBM4量产与长鑫存储（CXMT）争议正在影响股价预期。 https://slicast.com/ko/article/fl98dt Slicast ko 2026-10-23T22:08:19.000Z Micron Technology의 CEO는 향후 2년간 공급이 빠듯할 것이라고 재확인했으며, HBM4 양산과 CXMT 논란이 주가 전망을 좌우하고 있다. https://slicast.com/article/18ze1zm Slicast en 2026-10-23T22:06:26.000Z SK Hynix has canceled Solidigm's IPO, and AI infrastructure stocks slid in response. https://slicast.com/zh/article/18ze1zm Slicast zh-cn 2026-10-23T22:06:26.000Z SK海力士取消了Solidigm的首次公开募股，人工智能基础设施相关股票随之走低。 https://slicast.com/ko/article/18ze1zm Slicast ko 2026-10-23T22:06:26.000Z SK하이닉스가 솔리다임의 기업공개(IPO)를 철회했으며, 이에 따라 AI 인프라 관련 주식이 하락했다. https://slicast.com/article/t2vdmz Slicast en 2026-10-23T21:49:08.000Z CNBC reports turmoil across the AI buildout as neoclouds face pressure and credit risks mount, with Solidigm pulling its IPO. https://slicast.com/zh/article/t2vdmz Slicast zh-cn 2026-10-23T21:49:08.000Z CNBC报道，人工智能基础设施建设陷入动荡：新云服务商承压、信用风险上升，Solidigm也撤回了首次公开募股。 https://slicast.com/ko/article/t2vdmz Slicast ko 2026-10-23T21:49:08.000Z CNBC는 neocloud 업체들이 압박을 받고 신용 위험이 커지면서 AI 인프라 구축 전반에 혼란이 일고 있다고 보도했다. 한편 Solidigm은 IPO를 철회했다.