https://slicast.com/article/sarlc7 Slicast en 2026-10-08T12:38:41.000Z TSMC and GlobalFoundries announced a $2B partnership to establish US-based advanced semiconductor packaging and supply chain infrastructure. https://slicast.com/zh/article/sarlc7 Slicast zh-cn 2026-10-08T12:38:41.000Z TSMC与GlobalFoundries宣布20亿美元合作，建立美国本土先进半导体封装及供应链基础设施。 https://slicast.com/article/12w94j3 Slicast en 2026-10-08T12:37:20.000Z US Department of Energy awarded Wolfspeed a $1.5B conditional loan to expand domestic SiC and GaN semiconductor production, supporting defense supply chain resilience. https://slicast.com/zh/article/12w94j3 Slicast zh-cn 2026-10-08T12:37:20.000Z 美国能源部向Wolfspeed授予$1.5B条件贷款，用于扩大国内SiC和GaN半导体生产，支持国防供应链韧性。 https://slicast.com/article/18qtxxh Slicast en 2026-10-08T12:28:18.000Z GlobalFoundries reaches agreement with TSMC to establish U.S.-based supply of silicon interposers for advanced AI chip packaging as part of a $2 billion deal. https://slicast.com/zh/article/18qtxxh Slicast zh-cn 2026-10-08T12:28:18.000Z GlobalFoundries与TSMC达成$2 billion协议，在美国建立silicon interposer供应体系，支持先进AI芯片封装。 https://slicast.com/article/h076xo Slicast en 2026-10-08T10:52:56.000Z Sesterce to invest €10 billion in a 600MW AI data center campus in Jämsä, Finland, with anchor customer already secured. https://slicast.com/zh/article/h076xo Slicast zh-cn 2026-10-08T10:52:56.000Z Sesterce将在芬兰Jämsä投资€10亿建设600MW AI数据中心园区，已锁定主要客户。 https://slicast.com/article/hy8wu2 Slicast en 2026-10-08T10:42:46.000Z Google, Alibaba, and Applied Digital jointly investing approximately $75 billion in a new AI data center rush in Finland, significantly expanding available computing capacity across multiple cloud ope https://slicast.com/zh/article/hy8wu2 Slicast zh-cn 2026-10-08T10:42:46.000Z Google、Alibaba和Applied Digital联合投资约75亿美元在芬兰建设新AI数据中心,显著扩展多个云运营商的可用计算能力。 https://slicast.com/article/11u2707 Slicast en 2026-10-07T21:11:00.000Z Big Tech's AI infrastructure bill nears $760 billion in 2026 as spending accelerates https://slicast.com/zh/article/11u2707 Slicast zh-cn 2026-10-07T21:11:00.000Z 大科技AI资本开支合计逼近$7600亿,Amazon以$2000亿领跑 https://slicast.com/ko/article/11u2707 Slicast ko 2026-10-07T21:11:00.000Z 빅테크의 AI 인프라 지출이 2026년 $760 billion에 가까워지면서 지출 가속화 https://slicast.com/article/1kbratd Slicast en 2026-10-07T21:10:00.000Z AI data center expansion is hitting new limits on power, land, and public consent https://slicast.com/zh/article/1kbratd Slicast zh-cn 2026-10-07T21:10:00.000Z AI数据中心扩张遭遇"三重壁垒":全球$1300亿项目受阻,纽约拟终止税收优惠 https://slicast.com/ko/article/1kbratd Slicast ko 2026-10-07T21:10:00.000Z AI 데이터센터 확장, 전력·토지·공공 동의에서 새로운 한계 https://slicast.com/article/vksbqo Slicast en 2026-10-07T21:09:00.000Z SK Hynix Is Shipping 16-Layer HBM4 for Nvidia Rubin: Where Do Micron And Samsung Stand? https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-07T21:09:00.000Z SK Hynix HBM4 16层Q3量产,三方争夺NVIDIA Rubin供应合同 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-07T21:09:00.000Z SK Hynix가 Nvidia Rubin용 16층 HBM4 출하 중: Micron과 Samsung의 입장은? https://slicast.com/article/1lg2k0a Slicast en 2026-10-07T21:08:00.000Z SoftBank completes $3.1bn purchase of DigitalBridge https://slicast.com/zh/article/1lg2k0a Slicast zh-cn 2026-10-07T21:08:00.000Z SoftBank以$31亿完成收购DigitalBridge,$1080亿数字基础设施AUM并入麾下 https://slicast.com/ko/article/1lg2k0a Slicast ko 2026-10-07T21:08:00.000Z SoftBank, $3.1bn에 DigitalBridge 인수 완료 https://slicast.com/article/yhv2nb Slicast en 2026-10-07T21:07:00.000Z OpenAI leases 10-gigawatt AI data center campus from SoftBank's SB Energy https://slicast.com/zh/article/yhv2nb Slicast zh-cn 2026-10-07T21:07:00.000Z OpenAI × SB Energy俄亥俄10GW园区10月正式动工,NVIDIA入股$15亿 https://slicast.com/ko/article/yhv2nb Slicast ko 2026-10-07T21:07:00.000Z OpenAI, SoftBank의 SB Energy로부터 10기가와트 AI 데이터센터 캠퍼스 임차 https://slicast.com/article/1fbuttg Slicast en 2026-10-07T21:06:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-10-07T21:06:00.000Z Nebius GPU租赁价格10月1日起全线上调17-21%,带动neocloud板块重新定价 https://slicast.com/ko/article/1fbuttg Slicast ko 2026-10-07T21:06:00.000Z IREN 6% 상승, Nebius 10% 급등; GPU 렌탈료 상승 속 CoreWeave 하락 https://slicast.com/article/vs7p8z Slicast en 2026-10-07T21:05:00.000Z Anthropic's $2 trillion IPO prospectus has leaked—and it shows growing revenue, steep losses, and recent operating profits https://slicast.com/zh/article/vs7p8z Slicast zh-cn 2026-10-07T21:05:00.000Z Anthropic S-1泄露,预计10月中旬启动IPO路演,估值目标剑指$2万亿 https://slicast.com/ko/article/vs7p8z Slicast ko 2026-10-07T21:05:00.000Z Anthropic의 $2 trillion IPO 투자설명서 유출—매출 성장, 막대한 손실, 최근 영업 이익을 드러내다 https://slicast.com/article/g8con3 Slicast en 2026-10-07T21:04:00.000Z Nscale Files for a $35 Billion IPO That Tests the Neocloud Story https://slicast.com/zh/article/g8con3 Slicast zh-cn 2026-10-07T21:04:00.000Z 英国neocloud Nscale向NYSE递交S-1:$350亿估值,募资$30亿,85%收入靠微软+Anthropic https://slicast.com/ko/article/g8con3 Slicast ko 2026-10-07T21:04:00.000Z Nscale, 35억 달러 IPO 신청으로 Neocloud 스토리 검증 https://slicast.com/article/nggxpx Slicast en 2026-10-07T21:02:00.000Z AI computing startup Lambda to raise $4B ahead of planned IPO https://slicast.com/zh/article/nggxpx Slicast zh-cn 2026-10-07T21:02:00.000Z Lambda完成上市前最后一轮私募:Coatue+Blackstone领投$40亿,估值$145亿 https://slicast.com/ko/article/nggxpx Slicast ko 2026-10-07T21:02:00.000Z AI 컴퓨팅 스타트업 Lambda, 계획된 IPO 앞두고 $4B 자금 조달 https://slicast.com/article/18tctxc Slicast en 2026-10-07T21:01:00.000Z Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid https://slicast.com/zh/article/18tctxc Slicast zh-cn 2026-10-07T21:01:00.000Z Google × Constellation签下$43亿核电扩容长约:890MW新增装机+2700MW现有舰队 https://slicast.com/ko/article/18tctxc Slicast ko 2026-10-07T21:01:00.000Z Google과 Constellation, PJM Grid에 890 MW 신규 원자력 발전 용량 도입 계약 발표 https://slicast.com/commentary/iren-2026-10-07 Slicast en 2026-10-07T20:56:25.737Z IREN Stock News, October 2026: AI Cloud Momentum Meets Capital Intensity Reckoning https://slicast.com/zh/commentary/iren-2026-10-07 Slicast zh-cn 2026-10-07T20:56:25.737Z IREN股票最新动态，2026年10月：AI云势头强劲，资本密度成最大考验 https://slicast.com/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast en 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China Gap https://slicast.com/zh/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast zh-cn 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung：AI存储供应、HBM定价权与技术差距 https://slicast.com/commentary/lambda-2026-10-07 Slicast en 2026-10-07T20:39:23.283Z Lambda Labs: $4 Billion Capital Raise and 2027 IPO, October 2026 https://slicast.com/zh/commentary/lambda-2026-10-07 Slicast zh-cn 2026-10-07T20:39:23.283Z Lambda Labs：40亿美元融资与2027年IPO计划，2026年10月 https://slicast.com/commentary/xai-2026-10-07 Slicast en 2026-10-07T20:31:21.195Z xAI Colossus Financing, October 2026: SpaceX Eyes $40 Billion Debt Raise for Nvidia GPUs https://slicast.com/zh/commentary/xai-2026-10-07 Slicast zh-cn 2026-10-07T20:31:21.195Z xAI Colossus融资，2026年10月：SpaceX拟举债400亿美元采购英伟达GPU https://slicast.com/brief/2026-10-08 Slicast en 2026-10-07T20:16:12.128Z Latest AI Infrastructure News: October 8, 2026 https://slicast.com/zh/brief/2026-10-08 Slicast zh-cn 2026-10-07T20:16:12.128Z AI 基础设施新闻早报 · 2026年10月8日 https://slicast.com/ko/brief/2026-10-08 Slicast ko 2026-10-07T20:16:12.128Z 최신 AI 인프라 뉴스 · 2026년 10월 8일 https://slicast.com/article/flna8m Slicast en 2026-10-07T19:53:00.000Z Duke Energy protects customers from data center costs https://slicast.com/zh/article/flna8m Slicast zh-cn 2026-10-07T19:53:00.000Z 杜克能源为客户降低数据中心成本 https://slicast.com/article/1h2z5nc Slicast en 2026-10-07T19:36:30.000Z GE Vernova's dividend announcement refocuses market attention on its valuation as an AI power infrastructure supplier. https://slicast.com/zh/article/1h2z5nc Slicast zh-cn 2026-10-07T19:36:30.000Z GE Vernova分红公告将市场关注重新集中在其作为AI电力基础设施供应商的估值上。 https://slicast.com/ko/article/1h2z5nc Slicast ko 2026-10-07T19:36:30.000Z GE Vernova의 배당금 발표가 AI 전력 기반시설 공급자로서의 가치 평가에 시장의 관심을 재집중시킨다. https://slicast.com/article/7l2rmh Slicast en 2026-10-07T19:31:17.000Z A $15 billion Australian data center project faces community opposition over power consumption equivalent to supplying 1 million homes. https://slicast.com/zh/article/7l2rmh Slicast zh-cn 2026-10-07T19:31:17.000Z 一个价值150亿美元的澳大利亚数据中心项目因功耗相当于供应100万户家庭而面临社区反对。 https://slicast.com/ko/article/7l2rmh Slicast ko 2026-10-07T19:31:17.000Z $15 billion 호주 데이터센터 프로젝트가 100만 가구를 공급할 수 있는 수준의 전력 소비로 지역사회 반대에 봉착했다. https://slicast.com/article/1ug6oh8 Slicast en 2026-10-07T19:24:43.000Z Hunter Point's CEO flagged data center overbuilding risk amid aggressive AI capex cycles. https://slicast.com/zh/article/1ug6oh8 Slicast zh-cn 2026-10-07T19:24:43.000Z Hunter Point首席执行官在激进AI资本支出周期中标示数据中心过度建设风险。 https://slicast.com/ko/article/1ug6oh8 Slicast ko 2026-10-07T19:24:43.000Z Hunter Point의 CEO가 공격적인 AI capex 사이클 속에서 데이터센터 과잉 건설 위험을 지적했다. https://slicast.com/article/1htpr2r Slicast en 2026-10-07T18:45:28.000Z NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI Agents https://slicast.com/zh/article/1htpr2r Slicast zh-cn 2026-10-07T18:45:28.000Z NVIDIA、微软用RTX Spark和AI Agent开启Windows PC新篇章 https://slicast.com/article/ox9t11 Slicast en 2026-10-07T18:42:51.000Z HPE announced the first HPE ProLiant Gen13 servers powered by 6th Generation AMD EPYC processors for enterprise AI workloads. https://slicast.com/zh/article/ox9t11 Slicast zh-cn 2026-10-07T18:42:51.000Z HPE宣布首款采用第6代AMD EPYC处理器的HPE ProLiant Gen13服务器用于企业AI工作负载。 https://slicast.com/ko/article/ox9t11 Slicast ko 2026-10-07T18:42:51.000Z HPE는 6th Generation AMD EPYC 프로세서 기반의 첫 번째 HPE ProLiant Gen13 서버를 엔터프라이즈 AI 워크로드용으로 발표했습니다. https://slicast.com/article/1n00zyn Slicast en 2026-10-07T18:32:37.000Z Ten Australian local councils are advancing mega data center developments across their jurisdictions. https://slicast.com/zh/article/1n00zyn Slicast zh-cn 2026-10-07T18:32:37.000Z 澳大利亚十个地方议会正在各自的管辖范围内推进大型数据中心开发。 https://slicast.com/ko/article/1n00zyn Slicast ko 2026-10-07T18:32:37.000Z 호주 10개 지방자치단체가 관할 지역 전역에 메가 데이터센터 개발을 추진하고 있다. https://slicast.com/article/1t5vln7 Slicast en 2026-10-07T18:32:00.000Z Data Center Virtualization Market to Reach $60.90 Billion by 2035 as Multi-Hypervisor and Kubernetes-Native Adoption Reshape Enterprise Infrastructure https://slicast.com/zh/article/1t5vln7 Slicast zh-cn 2026-10-07T18:32:00.000Z 数据中心虚拟化市场2035年达$60.90亿，多超管理程序和Kubernetes原生应用重塑企业基础设施 https://slicast.com/article/1xt7gi5 Slicast en 2026-10-07T18:27:32.000Z Australian data center company Firmus listed at a blockbuster $43 billion valuation in its IPO. https://slicast.com/zh/article/1xt7gi5 Slicast zh-cn 2026-10-07T18:27:32.000Z 澳大利亚数据中心公司Firmus以430亿美元的估值完成IPO上市。 https://slicast.com/ko/article/1xt7gi5 Slicast ko 2026-10-07T18:27:32.000Z 호주 데이터센터 회사 Firmus가 $43 billion 평가액으로 상장했다. https://slicast.com/article/gx0xzu Slicast en 2026-10-07T18:27:00.000Z NVIDIA-backed Lambda Labs seeks a $4 billion funding round at a soaring valuation, targeting a 2027 IPO to compete with CoreWeave, IREN, and Nebius in the GPU cloud market. https://slicast.com/zh/article/gx0xzu Slicast zh-cn 2026-10-07T18:27:00.000Z 英伟达支持的Lambda Labs寻求40亿美元融资，目标2027年IPO，与CoreWeave、IREN和Nebius竞争GPU云市场。 https://slicast.com/ko/article/gx0xzu Slicast ko 2026-10-07T18:27:00.000Z NVIDIA-backed Lambda Labs는 급상승하는 밸류에이션에서 $4 billion 펀딩 라운드를 추진 중이며 2027년 IPO를 목표로 GPU 클라우드 시장에서 CoreWeave, IREN, Nebius와 경쟁할 계획입니다. https://slicast.com/article/47ct2o Slicast en 2026-10-07T18:25:00.000Z Texas power grid strain is emerging as a practical constraint on AI data center growth and expansion in the region. https://slicast.com/zh/article/47ct2o Slicast zh-cn 2026-10-07T18:25:00.000Z 德州电力网压力成为限制AI数据中心增长的实际约束。 https://slicast.com/ko/article/47ct2o Slicast ko 2026-10-07T18:25:00.000Z 텍사스 전력망 부담이 해당 지역 AI 데이터센터 성장 및 확장에 대한 실질적 제약으로 부상하고 있다. https://slicast.com/article/186wvay Slicast en 2026-10-07T18:14:35.000Z A policy analysis outlines export-control and 'Tech West' strategy for rebuilding AI infrastructure resilience outside China. https://slicast.com/zh/article/186wvay Slicast zh-cn 2026-10-07T18:14:35.000Z 政策分析概述出口管制和'科技西方'战略，以在中国外重建AI基础设施韧性。 https://slicast.com/ko/article/186wvay Slicast ko 2026-10-07T18:14:35.000Z 정책 분석은 중국 외부에서 인공지능 인프라 복원력을 재구축하기 위한 수출 통제 및 'Tech West' 전략을 제시한다. https://slicast.com/article/16zwwod Slicast en 2026-10-07T18:14:20.000Z Elon Musk stated that TSMC will not manufacture Terafab, Tesla's AI chip complex. https://slicast.com/zh/article/16zwwod Slicast zh-cn 2026-10-07T18:14:20.000Z 埃隆·马斯克表示TSMC不会代工Terafab即特斯拉的AI芯片项目。 https://slicast.com/ko/article/16zwwod Slicast ko 2026-10-07T18:14:20.000Z Elon Musk가 TSMC가 Tesla의 AI 칩 복합체 Terafab을 제조하지 않을 것이라고 말했습니다. https://slicast.com/article/1ngld4l Slicast en 2026-10-07T18:11:58.000Z Data center operators in São Paulo have secured dedicated access to Brazil's power grid infrastructure. https://slicast.com/zh/article/1ngld4l Slicast zh-cn 2026-10-07T18:11:58.000Z 圣保罗的数据中心运营商已获得巴西电力网的专用接入权。 https://slicast.com/ko/article/1ngld4l Slicast ko 2026-10-07T18:11:58.000Z 상파울루의 데이터센터 운영자들이 브라질 전력망 인프라에 대한 전용 접근을 확보했습니다. https://slicast.com/article/qvi6om Slicast en 2026-10-07T18:02:20.000Z Applied Digital stock dropped 5.7% ahead of its earnings report. https://slicast.com/zh/article/qvi6om Slicast zh-cn 2026-10-07T18:02:20.000Z Applied Digital股价在盈利报告前下跌5.7%。 https://slicast.com/ko/article/qvi6om Slicast ko 2026-10-07T18:02:20.000Z Applied Digital 주가가 실적 발표를 앞두고 5.7% 하락했다. https://slicast.com/article/raknn6 Slicast en 2026-10-07T17:46:53.000Z SpaceX is raising $40 billion in debt to fund NVIDIA chips for its Colossus AI data center. https://slicast.com/zh/article/raknn6 Slicast zh-cn 2026-10-07T17:46:53.000Z SpaceX融资400亿美元债券，用于Colossus AI数据中心采购英伟达芯片。 https://slicast.com/ko/article/raknn6 Slicast ko 2026-10-07T17:46:53.000Z SpaceX가 Colossus AI 데이터센터용 NVIDIA 칩 자금 마련을 위해 400억 달러 규모의 부채를 조달하고 있다. https://slicast.com/article/txb9tb Slicast en 2026-10-07T17:44:47.000Z Wells Fargo maintains an Overweight rating on AI/HPC infrastructure operators ahead of debt capital raises. https://slicast.com/zh/article/txb9tb Slicast zh-cn 2026-10-07T17:44:47.000Z Wells Fargo在AI/HPC基础设施运营商进行债务融资前维持增持评级。 https://slicast.com/ko/article/txb9tb Slicast ko 2026-10-07T17:44:47.000Z Wells Fargo는 부채 자본 조달을 앞두고 있는 AI/HPC 인프라 사업자들에 대해 Overweight 레이팅을 유지하고 있다. https://slicast.com/article/1ddf6ta Slicast en 2026-10-07T17:41:47.000Z ARM and Marvell Technology show diverging revenue trajectories in the AI chip market. https://slicast.com/zh/article/1ddf6ta Slicast zh-cn 2026-10-07T17:41:47.000Z ARM和Marvell Technology在AI芯片市场中表现出不同的收益轨迹。 https://slicast.com/ko/article/1ddf6ta Slicast ko 2026-10-07T17:41:47.000Z ARM과 Marvell Technology가 AI 칩 시장에서 상이한 매출 궤적을 보이고 있습니다. https://slicast.com/article/1s507dx Slicast en 2026-10-07T17:35:03.000Z Goodman Group faces community resistance to a 3 trillion yen (~$20 billion) data center development in Tsukuba, Japan. https://slicast.com/zh/article/1s507dx Slicast zh-cn 2026-10-07T17:35:03.000Z Goodman集团在日本筑波市面临3万亿日元（约200亿美元）数据中心项目的社区反对。 https://slicast.com/ko/article/1s507dx Slicast ko 2026-10-07T17:35:03.000Z Goodman Group이 일본의 쓰쿠바에서 3조 엔(약 $20 billion) 규모의 데이터센터 개발에 대한 지역사회의 반발에 직면하고 있다. https://slicast.com/article/120dpvh Slicast en 2026-10-07T17:30:00.000Z US export controls on advanced AI chips cost Huawei an estimated $70 billion in foregone revenue. https://slicast.com/zh/article/120dpvh Slicast zh-cn 2026-10-07T17:30:00.000Z 美国对先进AI芯片的出口管制使华为损失约700亿美元的预期收入。 https://slicast.com/ko/article/120dpvh Slicast ko 2026-10-07T17:30:00.000Z 미국의 첨단 AI 칩 수출 통제로 Huawei는 약 $70 billion의 수익 손실을 입었다. https://slicast.com/article/vy3cxd Slicast en 2026-10-07T17:28:38.000Z Applied Digital earnings preview expects losses despite a multi-quarter streak of beat expectations. https://slicast.com/zh/article/vy3cxd Slicast zh-cn 2026-10-07T17:28:38.000Z Applied Digital盈利指引预期亏损，尽管公司连续多个季度超预期。 https://slicast.com/ko/article/vy3cxd Slicast ko 2026-10-07T17:28:38.000Z Applied Digital 실적 전망은 다분기 연속 기대 초과에도 불구하고 손실을 예상한다. https://slicast.com/article/q5c6bl Slicast en 2026-10-07T17:19:42.000Z SK Hynix stock declined 2.8% despite AMD's announcement of multi-generation HBM supply commitments. https://slicast.com/zh/article/q5c6bl Slicast zh-cn 2026-10-07T17:19:42.000Z 尽管AMD宣布多代HBM供应承诺，SK海力士股价下跌2.8%。 https://slicast.com/ko/article/q5c6bl Slicast ko 2026-10-07T17:19:42.000Z SK Hynix 주가가 AMD의 다세대 HBM 공급 약정 발표에도 불구하고 2.8% 하락했다. https://slicast.com/article/ym8jhs Slicast en 2026-10-07T17:17:00.000Z Huawei's Ascend chips are replacing Nvidia's market dominance in China as the company reduces dependence on US technology due to export controls. https://slicast.com/zh/article/ym8jhs Slicast zh-cn 2026-10-07T17:17:00.000Z 华为的昇腾芯片正在取代英伟达在中国市场的主导地位，公司在出口管制下减少对美国技术的依赖。 https://slicast.com/ko/article/ym8jhs Slicast ko 2026-10-07T17:17:00.000Z Huawei의 Ascend 칩이 수출 규제로 인한 미국 기술 의존도 감소 속에 중국에서 Nvidia의 시장 지배력을 대체하고 있다. https://slicast.com/article/1gimbvl Slicast en 2026-10-07T17:14:12.000Z AI data center energy demand is now driving a surge in new US gas power generation, reaching 60.4 gigawatts of capacity. https://slicast.com/zh/article/1gimbvl Slicast zh-cn 2026-10-07T17:14:12.000Z AI数据中心能源需求正在推动美国天然气发电激增，容量达到60.4吉瓦。 https://slicast.com/ko/article/1gimbvl Slicast ko 2026-10-07T17:14:12.000Z AI 데이터센터 에너지 수요가 새로운 미국 가스 발전 급증을 이끌고 있으며, 용량이 60.4 기가와트에 달합니다. https://slicast.com/article/sncma5 Slicast en 2026-10-07T17:10:37.000Z Google has signed a power purchase agreement to acquire 507 megawatts of nuclear capacity in Finland. https://slicast.com/zh/article/sncma5 Slicast zh-cn 2026-10-07T17:10:37.000Z 谷歌与芬兰签署购电协议，购买507兆瓦核能容量。 https://slicast.com/ko/article/sncma5 Slicast ko 2026-10-07T17:10:37.000Z Google이 핀란드에서 507 메가와트의 원자력 발전 용량을 획득하기 위해 전력 구매 계약을 체결했다. https://slicast.com/article/ijl0me Slicast en 2026-10-07T16:43:04.000Z Energy giant RWE warns that surging data center power demand is forcing a critical policy question: who should fund grid infrastructure expansion to support this growth? https://slicast.com/zh/article/ijl0me Slicast zh-cn 2026-10-07T16:43:04.000Z 能源巨头RWE警告数据中心电力需求激增正在引发一个关键政策问题：谁应该资助电网基础设施扩张以支持这一增长？ https://slicast.com/ko/article/ijl0me Slicast ko 2026-10-07T16:43:04.000Z 에너지 대형사 RWE는 급증하는 데이터 센터 전력 수요가 시급한 정책 과제를 제기하고 있다고 경고한다: 이 성장을 지원할 전력망 인프라 확대에 누가 자금을 조달해야 하는가? https://slicast.com/article/du82g1 Slicast en 2026-10-07T16:32:30.000Z Apollo and multiple banks are structuring financing for SpaceX's $40 billion acquisition of Nvidia GPUs, likely for xAI's Colossus cluster. https://slicast.com/zh/article/du82g1 Slicast zh-cn 2026-10-07T16:32:30.000Z Apollo及多家银行正在为SpaceX购买40亿美元英伟达GPU提供融资结构，可能用于xAI的Colossus集群。 https://slicast.com/ko/article/du82g1 Slicast ko 2026-10-07T16:32:30.000Z 아폴로와 여러 은행들이 SpaceX의 Nvidia GPU $40억 인수를 위한 금융 구조화를 진행 중이며, xAI의 Colossus 클러스터용일 가능성이 높다. https://slicast.com/article/gdzlja Slicast en 2026-10-07T16:28:31.000Z Samsung's HBM4E memory chips have successfully completed testing and validation for Nvidia's next-generation Rubin Ultra GPU accelerators. https://slicast.com/zh/article/gdzlja Slicast zh-cn 2026-10-07T16:28:31.000Z 三星HBM4E内存芯片已成功通过英伟达下一代Rubin Ultra GPU加速器的测试和验证。 https://slicast.com/ko/article/gdzlja Slicast ko 2026-10-07T16:28:31.000Z Samsung의 HBM4E 메모리 칩이 Nvidia의 차세대 Rubin Ultra GPU 액셀러레이터를 위한 테스트 및 검증을 성공적으로 완료했습니다. https://slicast.com/article/150f5zz Slicast en 2026-10-07T16:13:55.000Z Broadcom has announced a major financing initiative to supply custom AI chips for Anthropic, supporting Anthropic's compute buildout for frontier model training. https://slicast.com/zh/article/150f5zz Slicast zh-cn 2026-10-07T16:13:55.000Z Broadcom宣布为Anthropic提供定制AI芯片的重大融资计划，支持Anthropic的模型训练计算基础设施建设。 https://slicast.com/ko/article/150f5zz Slicast ko 2026-10-07T16:13:55.000Z Broadcom이 Anthropic용 맞춤형 AI 칩 공급을 위한 주요 금융 계획을 발표했으며, Anthropic의 프론티어 모델 훈련을 위한 컴퓨팅 확대를 지원합니다. https://slicast.com/article/1uoqrff Slicast en 2026-10-07T16:10:56.000Z Uranium stocks rallied following news of Google's partnership with Constellation Energy to secure nuclear power for AI data center operations in Australia. https://slicast.com/zh/article/1uoqrff Slicast zh-cn 2026-10-07T16:10:56.000Z 在谷歌与Constellation Energy为澳大利亚AI数据中心运营保护核能的合作消息传出后，铀矿股飙升。 https://slicast.com/ko/article/1uoqrff Slicast ko 2026-10-07T16:10:56.000Z 우라늄 주식이 Google과 Constellation Energy의 호주 AI 데이터 센터 원자력 확보 파트너십 소식에 따라 급등했다. https://slicast.com/article/12t8fqi Slicast en 2026-10-07T16:10:15.000Z AirTrunk plans an additional $1 billion investment in its Inzai data center campus in Japan, bringing total planned Japan investment to approximately $30 billion. https://slicast.com/zh/article/12t8fqi Slicast zh-cn 2026-10-07T16:10:15.000Z AirTrunk计划对其位于稲敷的数据中心园区追加10亿美元投资，使其在日本的总计划投资达到约300亿美元。 https://slicast.com/ko/article/12t8fqi Slicast ko 2026-10-07T16:10:15.000Z AirTrunk는 일본의 Inzai 데이터 센터 캠퍼스에 $1 billion을 추가 투자할 계획이며, 일본에 대한 총 계획 투자를 약 $30 billion으로 확대한다. https://slicast.com/article/merlds Slicast en 2026-10-07T16:08:24.000Z Pennsylvania is constructing 4.4 gigawatts of new gas-fired power generation capacity to support data center operations in the region. https://slicast.com/zh/article/merlds Slicast zh-cn 2026-10-07T16:08:24.000Z 宾夕法尼亚州正在建造4.4吉瓦新天然气发电容量以支持该地区的数据中心运营。 https://slicast.com/ko/article/merlds Slicast ko 2026-10-07T16:08:24.000Z Pennsylvania가 지역 데이터 센터 운영 지원을 위해 4.4 기가와트 규모의 새로운 가스 화력 발전 용량을 건설 중입니다. https://slicast.com/article/2wv0na Slicast en 2026-10-07T16:05:39.000Z Zankore, an AI data center operator, is seeking $6 billion in financing to fund expansion of its compute capacity infrastructure. https://slicast.com/zh/article/2wv0na Slicast zh-cn 2026-10-07T16:05:39.000Z AI数据中心运营商Zankore正在寻求60亿美元贷款以资助其计算容量基础设施的扩张。 https://slicast.com/ko/article/2wv0na Slicast ko 2026-10-07T16:05:39.000Z Zankore는 AI 데이터센터 운영사로서 컴퓨팅 인프라 확장을 위해 $6 billion의 자금 조달을 추진하고 있다. https://slicast.com/article/11uqavf Slicast en 2026-10-07T15:53:24.000Z Texas has temporarily paused approvals for new data center projects due to concerns about remaining grid capacity and power availability in the state. https://slicast.com/zh/article/11uqavf Slicast zh-cn 2026-10-07T15:53:24.000Z 德克萨斯州因对电网容量和该州电力可用性的担忧而暂停了新数据中心项目的批准。 https://slicast.com/ko/article/11uqavf Slicast ko 2026-10-07T15:53:24.000Z Texas는 잔여 전력망 용량 및 전력 공급 가용성에 대한 우려로 인해 신규 데이터 센터 프로젝트 승인을 일시 중단했습니다. https://slicast.com/article/473km9 Slicast en 2026-10-07T15:49:33.000Z Navitas Semiconductor has completed its acquisition of Claros Infotech to expand its AI infrastructure power management and semiconductor portfolio. https://slicast.com/zh/article/473km9 Slicast zh-cn 2026-10-07T15:49:33.000Z 纳维塔斯半导体公司已完成对Claros Infotech的收购，以扩展其AI基础设施电源管理和半导体产品组合。 https://slicast.com/ko/article/473km9 Slicast ko 2026-10-07T15:49:33.000Z Navitas Semiconductor가 Claros Infotech의 인수를 완료하여 AI 인프라 전력 관리 및 반도체 포트폴리오를 확대했습니다. https://slicast.com/article/1076j5d Slicast en 2026-10-07T15:46:12.000Z Brookfield and AREP establish a partnership to develop AI data center infrastructure on powered land assets. https://slicast.com/zh/article/1076j5d Slicast zh-cn 2026-10-07T15:46:12.000Z Brookfield与AREP建立合作伙伴关系,在通电土地资产上开发AI数据中心基础设施。 https://slicast.com/ko/article/1076j5d Slicast ko 2026-10-07T15:46:12.000Z Brookfield와 AREP이 전력 공급 토지 자산에 AI 데이터센터 인프라 개발을 위한 파트너십을 체결했다. https://slicast.com/article/1s5652a Slicast en 2026-10-07T15:45:56.000Z A new platform centralizes secure access management across 100+ global data center sites, reducing operational fragmentation. https://slicast.com/zh/article/1s5652a Slicast zh-cn 2026-10-07T15:45:56.000Z 新平台集中管理全球100多个数据中心站点的安全访问,减少运营碎片化。 https://slicast.com/ko/article/1s5652a Slicast ko 2026-10-07T15:45:56.000Z 새로운 플랫폼이 100개 이상의 글로벌 데이터 센터 사이트 전반에 걸쳐 안전한 액세스 관리를 중앙화하여 운영상 단편화를 줄인다. https://slicast.com/article/llesxm Slicast en 2026-10-07T15:43:53.000Z HPE launches ProLiant Gen13 servers with AMD EPYC processors, targeting enterprise AI inference and agentic workloads with CPU-GPU balance. https://slicast.com/zh/article/llesxm Slicast zh-cn 2026-10-07T15:43:53.000Z 惠普推出搭载AMD EPYC处理器的ProLiant Gen13服务器,针对企业级AI推理和智能体工作负载,实现CPU-GPU平衡。 https://slicast.com/ko/article/llesxm Slicast ko 2026-10-07T15:43:53.000Z HPE가 AMD EPYC 프로세서가 탑재된 ProLiant Gen13 서버를 출시하며, CPU-GPU 균형으로 엔터프라이즈 AI 추론 및 에이전트 기반 워크로드를 타겟팅합니다. https://slicast.com/article/5fkvvd Slicast en 2026-10-07T15:40:06.000Z GE Vernova's data center orders represent only 20% of its order backlog, reflecting a diversified power generation business serving data centers and other industrial customers. https://slicast.com/zh/article/5fkvvd Slicast zh-cn 2026-10-07T15:40:06.000Z GE Vernova的数据中心订单仅占其订单积压的20%,反映其电力生成业务同时服务数据中心和其他工业客户的多元化格局。 https://slicast.com/ko/article/5fkvvd Slicast ko 2026-10-07T15:40:06.000Z GE Vernova의 데이터센터 주문은 전체 수주잔액의 20%에 불과하며, 이는 데이터센터와 기타 산업 고객을 대상으로 하는 다양화된 발전 사업을 반영합니다. https://slicast.com/article/rnmse6 Slicast en 2026-10-07T15:35:28.000Z Marvell projects its custom AI chip business reaching $12 billion annually, with a potential Google deal valued up to $120 billion. https://slicast.com/zh/article/rnmse6 Slicast zh-cn 2026-10-07T15:35:28.000Z Marvell预计其定制AI芯片业务达120亿美元,与Google的潜在交易价值高达1200亿美元。 https://slicast.com/ko/article/rnmse6 Slicast ko 2026-10-07T15:35:28.000Z Marvell은 맞춤형 AI 칩 사업 연 매출이 $12 billion에 달할 것으로 예상하고 있으며, Google과의 잠재적 거래 규모는 최대 $120 billion입니다. https://slicast.com/article/hd25qj Slicast en 2026-10-07T15:34:00.000Z Firmus, a neocloud compute provider, encountered weak IPO demand and reduced share price targets. https://slicast.com/zh/article/hd25qj Slicast zh-cn 2026-10-07T15:34:00.000Z 新云计算提供商Firmus因IPO需求不足而下调股价目标。 https://slicast.com/ko/article/hd25qj Slicast ko 2026-10-07T15:34:00.000Z 클라우드 컴퓨팅 신생업체 Firmus는 IPO 수요 부진으로 주가 목표를 낮췄다. https://slicast.com/article/1hg32hp Slicast en 2026-10-07T15:29:38.000Z CoreWeave leases 240 MW of GPU cloud capacity in Navi Mumbai through a partnership with AdaniConneX, expanding into India. https://slicast.com/zh/article/1hg32hp Slicast zh-cn 2026-10-07T15:29:38.000Z CoreWeave通过与AdaniConneX合作在纳维孟买租赁240MW的GPU云计算容量,进入印度市场。 https://slicast.com/ko/article/1hg32hp Slicast ko 2026-10-07T15:29:38.000Z CoreWeave가 AdaniConneX와의 제휴를 통해 Navi Mumbai에서 240 MW의 GPU 클라우드 용량을 임차하며 인도로 확장합니다. https://slicast.com/article/1qc8i0t Slicast en 2026-10-07T15:28:53.000Z Digital Infrastructure Alliance experts discuss nuclear power's role in solving AI-driven power deficits and integrating into data center ecosystems. https://slicast.com/zh/article/1qc8i0t Slicast zh-cn 2026-10-07T15:28:53.000Z 数字基础设施联盟专家讨论核电在解决AI驱动电力短缺和集成至数据中心生态系统中的角色。 https://slicast.com/ko/article/1qc8i0t Slicast ko 2026-10-07T15:28:53.000Z Digital Infrastructure Alliance 전문가들이 AI 기반 전력 부족 해결 및 데이터센터 생태계 통합에서 원자력의 역할을 논의한다. https://slicast.com/article/19zekzg Slicast en 2026-10-07T15:26:40.000Z The U.S. Department of Energy provides Vistra with a $4.2 billion loan to upgrade its nuclear fleet. https://slicast.com/zh/article/19zekzg Slicast zh-cn 2026-10-07T15:26:40.000Z 美国能源部向Vistra提供42亿美元贷款用于升级其核电站队伍。 https://slicast.com/ko/article/19zekzg Slicast ko 2026-10-07T15:26:40.000Z 미국 에너지부가 Vistra의 원전 함대 업그레이드를 위해 42억 달러 대출을 제공한다. https://slicast.com/article/rcoib9 Slicast en 2026-10-07T15:26:04.000Z Architect Financial Technologies launches an exchange-style platform (Liquid Inference) for real-time AI inference pricing and liquidity discovery. https://slicast.com/zh/article/rcoib9 Slicast zh-cn 2026-10-07T15:26:04.000Z Architect Financial Technologies推出交易所式平台Liquid Inference,实现实时AI推理定价和流动性发现。 https://slicast.com/ko/article/rcoib9 Slicast ko 2026-10-07T15:26:04.000Z Architect Financial Technologies가 실시간 AI 인퍼런스 가격 결정 및 유동성 탐색을 위한 거래소 방식 플랫폼 Liquid Inference를 출시했다. https://slicast.com/article/1r72t0e Slicast en 2026-10-07T15:23:09.000Z Fit Energy plans to develop 15 data centers on reclaimed mine land in Luzerne County, Pennsylvania. https://slicast.com/zh/article/1r72t0e Slicast zh-cn 2026-10-07T15:23:09.000Z Fit Energy计划在宾州卢泽恩县开采的矿地上开发15个数据中心。 https://slicast.com/ko/article/1r72t0e Slicast ko 2026-10-07T15:23:09.000Z Fit Energy는 Pennsylvania주 Luzerne County의 복원된 광산 토지에 데이터 센터 15개를 개발할 계획입니다. https://slicast.com/article/134p2dp Slicast en 2026-10-07T15:20:00.000Z Intel CEO Lip-Bu Tan confirms Intel remains part of Elon Musk's Terafab cleanroom project despite TSMC sublease discussions. https://slicast.com/zh/article/134p2dp Slicast zh-cn 2026-10-07T15:20:00.000Z Intel首席执行官Lip-Bu Tan确认Intel继续参与Elon Musk的Terafab洁净室项目,尽管存在TSMC转租讨论。 https://slicast.com/ko/article/134p2dp Slicast ko 2026-10-07T15:20:00.000Z Intel CEO Lip-Bu Tan이 TSMC sublease 논의에도 불구하고 Intel이 Elon Musk의 Terafab cleanroom project의 일부로 남아있다고 확인했습니다. https://slicast.com/article/cyau5 Slicast en 2026-10-07T14:51:06.000Z Protective coatings in AI data centers must address water ingress, power efficiency, and waste heat management beyond traditional finishing applications. https://slicast.com/zh/article/cyau5 Slicast zh-cn 2026-10-07T14:51:06.000Z AI数据中心的保护涂层必须超越传统表面处理,应对水、电效率和余热管理挑战。 https://slicast.com/ko/article/cyau5 Slicast ko 2026-10-07T14:51:06.000Z AI 데이터센터의 보호 코팅은 전통적인 마감 응용을 넘어 수분 침입, 전력 효율, 폐열 관리에 대응해야 한다. https://slicast.com/article/1cdrslb Slicast en 2026-10-07T14:50:00.000Z Broadcom's custom silicon for AI is positioned as a multi-billion-dollar growth driver within the AI supercycle. https://slicast.com/zh/article/1cdrslb Slicast zh-cn 2026-10-07T14:50:00.000Z Broadcom的定制AI芯片被定位为AI超级周期中的多十亿美元增长驱动因素。 https://slicast.com/ko/article/1cdrslb Slicast ko 2026-10-07T14:50:00.000Z Broadcom의 AI용 맞춤형 실리콘은 AI 슈퍼사이클 내 수십억 달러 규모의 성장 동력으로 자리잡고 있다. https://slicast.com/article/1l5ajq9 Slicast en 2026-10-07T14:46:42.000Z AI cloud pricing rises as new data center leasing slows, creating supply constraints in the GPU compute market. https://slicast.com/zh/article/1l5ajq9 Slicast zh-cn 2026-10-07T14:46:42.000Z 随着新数据中心租赁放缓,AI云定价上升,在GPU计算市场创造供应约束。 https://slicast.com/ko/article/1l5ajq9 Slicast ko 2026-10-07T14:46:42.000Z 신규 데이터센터 임차 둔화로 AI 클라우드 가격이 상승하고 GPU 컴퓨팅 시장 공급 제약이 심화되고 있습니다. https://slicast.com/article/199eemb Slicast en 2026-10-07T14:45:00.000Z Lambda Labs pursues a $4 billion IPO backed by a $50 billion backlog of AI infrastructure orders. https://slicast.com/zh/article/199eemb Slicast zh-cn 2026-10-07T14:45:00.000Z Lambda Labs计划通过IPO融资40亿美元,背后有500亿美元的AI基础设施订单积压支持。 https://slicast.com/ko/article/199eemb Slicast ko 2026-10-07T14:45:00.000Z Lambda Labs는 $50 billion 규모의 AI 인프라 주문 백로그를 바탕으로 $4 billion IPO를 추진하고 있습니다. https://slicast.com/article/9o97h2 Slicast en 2026-10-07T14:44:00.000Z Alabama establishes an automatic-approval framework for data center grid interconnection contracts if regulators fail to vote within 90 days. https://slicast.com/zh/article/9o97h2 Slicast zh-cn 2026-10-07T14:44:00.000Z 阿拉巴马州确立了自动批准框架:若监管机构90天内未投票,数据中心电网互联合同自动批准。 https://slicast.com/ko/article/9o97h2 Slicast ko 2026-10-07T14:44:00.000Z 앨라배마는 규제 당국이 90일 내에 투표 결정을 내리지 못할 경우 데이터 센터 전력망 상호연결 계약의 자동 승인 체계를 수립한다. https://slicast.com/article/1ysk6z6 Slicast en 2026-10-07T14:38:00.000Z Bitfarms, a major Bitcoin miner, pivots computing capacity toward AI and high-performance computing as mining power economics deteriorate. https://slicast.com/zh/article/1ysk6z6 Slicast zh-cn 2026-10-07T14:38:00.000Z 主要比特币矿商Bitfarms因采矿经济效益恶化而将计算容量转向AI和高性能计算。 https://slicast.com/ko/article/1ysk6z6 Slicast ko 2026-10-07T14:38:00.000Z Bitfarms는 채굴 경제성 악화에 따라 컴퓨팅 용량을 AI 및 고성능 컴퓨팅으로 전환하는 주요 비트코인 채굴 기업입니다. https://slicast.com/article/12vdjig Slicast en 2026-10-07T14:37:43.000Z Virginia's Lieutenant Governor opposes the NextEra Energy–Dominion Energy merger, citing utility consolidation concerns. https://slicast.com/zh/article/12vdjig Slicast zh-cn 2026-10-07T14:37:43.000Z 弗吉尼亚州副州长反对NextEra Energy与Dominion Energy合并,引用公用事业整合担忧。 https://slicast.com/ko/article/12vdjig Slicast ko 2026-10-07T14:37:43.000Z 버지니아 부주지사가 전력 통합 우려를 이유로 NextEra Energy–Dominion Energy 합병에 반대한다. https://slicast.com/article/gbnnvu Slicast en 2026-10-07T14:35:23.000Z Applied Digital reports quarterly earnings, providing visibility into AI infrastructure provider demand and margin trends. https://slicast.com/zh/article/gbnnvu Slicast zh-cn 2026-10-07T14:35:23.000Z Applied Digital报告季度收益,提供对AI基础设施提供商需求和利润趋势的可见性。 https://slicast.com/ko/article/gbnnvu Slicast ko 2026-10-07T14:35:23.000Z Applied Digital이 분기 실적을 보고하며 AI 인프라 제공업체의 수요 및 마진 추세에 대한 가시성을 제공합니다. https://slicast.com/article/pc37g6 Slicast en 2026-10-07T14:30:00.000Z Magnetic components technology for next-generation AI data center power delivery systems. https://slicast.com/zh/article/pc37g6 Slicast zh-cn 2026-10-07T14:30:00.000Z 为下一代AI数据中心设计的高级磁性组件技术。 https://slicast.com/ko/article/pc37g6 Slicast ko 2026-10-07T14:30:00.000Z 차세대 AI 데이터 센터 전력 공급 시스템용 자성 부품 기술 https://slicast.com/article/1vlme61 Slicast en 2026-10-07T14:28:19.000Z B. Riley adjusts HPC sector estimates and expresses analyst preference for Core Scientific and TeraWulf. https://slicast.com/zh/article/1vlme61 Slicast zh-cn 2026-10-07T14:28:19.000Z B. Riley调整HPC行业估值并看好Core Scientific和TeraWulf。 https://slicast.com/ko/article/1vlme61 Slicast ko 2026-10-07T14:28:19.000Z B. Riley가 HPC 섹터 추정치를 조정하고 Core Scientific과 TeraWulf에 대한 애널리스트 선호를 표명했다. https://slicast.com/article/mgh3hy Slicast en 2026-10-07T14:25:09.000Z Wall Street arranges $27 billion in financing for Meta's Hyperion hyperscale AI data center campus. https://slicast.com/zh/article/mgh3hy Slicast zh-cn 2026-10-07T14:25:09.000Z 华尔街为Meta的Hyperion AI数据中心园区安排了270亿美元融资。 https://slicast.com/ko/article/mgh3hy Slicast ko 2026-10-07T14:25:09.000Z Wall Street가 Meta의 Hyperion hyperscale AI 데이터센터 캠퍼스용 $27 billion 자금조달을 주선 https://slicast.com/article/n6cqag Slicast en 2026-10-07T14:25:00.000Z AI infrastructure capex spending surges 116% year-over-year as S&P 500 Q3 earnings forecast rises 27% to record. https://slicast.com/zh/article/n6cqag Slicast zh-cn 2026-10-07T14:25:00.000Z AI基础设施资本支出同比增长116%，S&P 500第三季度盈利预计上升27%至记录水平。 https://slicast.com/ko/article/n6cqag Slicast ko 2026-10-07T14:25:00.000Z AI 인프라 자본 지출이 전년 대비 116% 급증하며 S&P 500 Q3 실적 전망이 27% 올라 기록을 경신했다. https://slicast.com/article/1csmjy0 Slicast en 2026-10-07T14:19:55.000Z Scottish castle site selected for 600MW hyperscale data center; developer pledges to incorporate historic brickwork into the campus. https://slicast.com/zh/article/1csmjy0 Slicast zh-cn 2026-10-07T14:19:55.000Z 苏格兰古堡地产被选中建设600MW超大规模数据中心；开发商承诺纳入历史砖石元素。 https://slicast.com/ko/article/1csmjy0 Slicast ko 2026-10-07T14:19:55.000Z 스코틀랜드 성 부지가 600MW 초대형 데이터 센터 건설을 위해 선정되었으며, 개발사는 역사적 벽돌 건축을 캠퍼스에 통합할 것을 약속했다. https://slicast.com/article/1icurmz Slicast en 2026-10-07T13:59:36.000Z Mistral AI (French LLM company) scouts UAE as location for data center buildout and operational presence. https://slicast.com/zh/article/1icurmz Slicast zh-cn 2026-10-07T13:59:36.000Z 法国LLM公司Mistral AI勘察阿联酋作为AI数据中心建设和运营基地。 https://slicast.com/ko/article/1icurmz Slicast ko 2026-10-07T13:59:36.000Z Mistral AI (프랑스 LLM 회사), UAE 데이터 센터 구축 및 운영 거점 물색 https://slicast.com/article/157suud Slicast en 2026-10-07T13:53:24.000Z Anthropic exploring Samsung Electronics' 2nm process node for fabrication of custom AI accelerators. https://slicast.com/zh/article/157suud Slicast zh-cn 2026-10-07T13:53:24.000Z Anthropic计划在三星电子的2nm工艺节点上制造定制AI加速器。 https://slicast.com/ko/article/157suud Slicast ko 2026-10-07T13:53:24.000Z Anthropic이 Samsung Electronics의 2nm 프로세스 노드를 사용한 커스텀 AI 가속기 제조를 탐색 중이다. https://slicast.com/article/1mm712c Slicast en 2026-10-07T13:52:26.000Z Infineon Technologies and ZuriQ (Swiss quantum startup) deepen partnership on development of scalable quantum computing chips. https://slicast.com/zh/article/1mm712c Slicast zh-cn 2026-10-07T13:52:26.000Z 英飞凌科技与瑞士量子初创公司ZuriQ深化合作，推进可扩展量子芯片开发。 https://slicast.com/ko/article/1mm712c Slicast ko 2026-10-07T13:52:26.000Z Infineon Technologies와 ZuriQ (스위스 양자 스타트업)가 확장 가능한 양자 컴퓨팅 칩 개발 파트너십을 강화한다. https://slicast.com/article/m68iup Slicast en 2026-10-07T13:52:00.000Z Pennsylvania lawmakers and utility regulators review state power grid capacity constraints amid rapid AI data center expansion. https://slicast.com/zh/article/m68iup Slicast zh-cn 2026-10-07T13:52:00.000Z 宾州立法者和能源官员在数据中心迅速增长背景下审查州电网容量。 https://slicast.com/ko/article/m68iup Slicast ko 2026-10-07T13:52:00.000Z 펜실베이니아 입법자들과 전력 규제 당국이 AI 데이터센터 급속 확장에 따른 주 전력망 용량 제약을 검토합니다. https://slicast.com/article/fhg3sf Slicast en 2026-10-07T13:49:06.000Z Penguin Solutions (AI compute infrastructure provider) shares surge 16% following earnings beat and raised 2027 revenue guidance. https://slicast.com/zh/article/fhg3sf Slicast zh-cn 2026-10-07T13:49:06.000Z AI计算基础设施提供商Penguin Solutions因盈利超预期和上调2027年销售指引而股价飙升16%。 https://slicast.com/ko/article/fhg3sf Slicast ko 2026-10-07T13:49:06.000Z 펭귄 솔루션스(에이아이 컴퓨팅 인프라 제공업체) 주가 16% 급등, 실적 호조 및 2027년 수익 전망 상향 https://slicast.com/article/29gcm9 Slicast en 2026-10-07T13:44:31.000Z HPE launches four ProLiant Gen13 server configurations powered by AMD EPYC Venice processors for AI workloads. https://slicast.com/zh/article/29gcm9 Slicast zh-cn 2026-10-07T13:44:31.000Z HPE推出采用AMD EPYC Venice处理器的四款ProLiant Gen13服务器。 https://slicast.com/ko/article/29gcm9 Slicast ko 2026-10-07T13:44:31.000Z HPE가 AI 워크로드용 AMD EPYC Venice 프로세서를 탑재한 ProLiant Gen13 서버 4가지 구성을 출시했다. https://slicast.com/article/h0i70x Slicast en 2026-10-07T13:35:00.000Z Broadcom stock advances as demand for custom AI chips remains robust across networking and silicon segments. https://slicast.com/zh/article/h0i70x Slicast zh-cn 2026-10-07T13:35:00.000Z Broadcom股价因定制AI芯片需求保持强劲而上升。 https://slicast.com/ko/article/h0i70x Slicast ko 2026-10-07T13:35:00.000Z 브로드컴 주가가 네트워킹 및 실리콘 부문의 견고한 맞춤형 AI 칩 수요에 힘입어 상승한다. https://slicast.com/article/omql4v Slicast en 2026-10-07T13:31:19.000Z Broadcom restructures VMware channel while Wall Street organizes $60 billion AI infrastructure financing bridge. https://slicast.com/zh/article/omql4v Slicast zh-cn 2026-10-07T13:31:19.000Z Broadcom收紧VMware渠道，华尔街同时筹组600亿美元AI融资桥。 https://slicast.com/ko/article/omql4v Slicast ko 2026-10-07T13:31:19.000Z Broadcom이 VMware 채널을 재편하는 한편 Wall Street는 $60 billion AI 인프라 금융 브릿지 조성을 주도한다. https://slicast.com/article/scsu1e Slicast en 2026-10-07T13:30:00.000Z Power supply unit optimization techniques for next-generation AI data centers handling multi-megawatt electrical loads. https://slicast.com/zh/article/scsu1e Slicast zh-cn 2026-10-07T13:30:00.000Z 为下一代AI数据中心优化电源供应单元以应对多兆瓦电力负载。 https://slicast.com/ko/article/scsu1e Slicast ko 2026-10-07T13:30:00.000Z 다중 메가와트 전기 부하를 처리하는 차세대 AI 데이터 센터용 전원 공급 장치 최적화 기법 https://slicast.com/article/u7nike Slicast en 2026-10-07T13:29:35.000Z Volt Harbor deploys modular AC battery energy storage system (MAC-BESS) for data center peak shaving and grid support applications. https://slicast.com/zh/article/u7nike Slicast zh-cn 2026-10-07T13:29:35.000Z Volt Harbor推出模块化交流电池储能系统（MAC-BESS）用于数据中心和电网应用。 https://slicast.com/ko/article/u7nike Slicast ko 2026-10-07T13:29:35.000Z Volt Harbor가 데이터 센터 피크 저감 및 그리드 지원용 모듈식 AC 배터리 에너지 저장 시스템(MAC-BESS)을 배포합니다. https://slicast.com/article/r335ir Slicast en 2026-10-07T13:25:59.000Z Malaysia navigates geopolitical pressure to maintain technology neutrality amid US-China AI chip export controls. https://slicast.com/zh/article/r335ir Slicast zh-cn 2026-10-07T13:25:59.000Z 马来西亚在美中AI芯片出口管制中努力保持技术中立。 https://slicast.com/ko/article/r335ir Slicast ko 2026-10-07T13:25:59.000Z 말레이시아는 US-China AI 칩 수출 통제 속에서 기술 중립성을 유지하기 위해 지정학적 압력에 대응한다. https://slicast.com/article/bvnc9t Slicast en 2026-10-07T13:13:24.000Z Gulf region data-center infrastructure development emphasizing resilience, redundancy, and sovereign compute capabilities for AI workloads. https://slicast.com/zh/article/bvnc9t Slicast zh-cn 2026-10-07T13:13:24.000Z 海湾地区数据中心基础设施强调弹性、冗余和主权计算能力以应对AI工作负载。 https://slicast.com/ko/article/bvnc9t Slicast ko 2026-10-07T13:13:24.000Z 걸프 지역 데이터센터 인프라 개발로 복원력, 이중화, AI 워크로드용 자주적 컴퓨팅 역량을 강조합니다. https://slicast.com/article/uh0oz0 Slicast en 2026-10-07T13:12:06.000Z Georgia Tech launches Institute for Matter and Systems (IMS) to advance quantum computing research and commercialization pathways. https://slicast.com/zh/article/uh0oz0 Slicast zh-cn 2026-10-07T13:12:06.000Z 乔治亚理工学院启动物质与系统研究所（IMS）推进量子计算研究。 https://slicast.com/ko/article/uh0oz0 Slicast ko 2026-10-07T13:12:06.000Z Georgia Tech는 양자 컴퓨팅 연구 및 상용화 경로를 진전시키기 위해 Institute for Matter and Systems (IMS)를 출범했다. https://slicast.com/article/u8zs1a Slicast en 2026-10-07T13:05:00.000Z CoreWeave announces a multi-billion-dollar AI data center in Navi Mumbai, India, marking its entry into the Indian market. https://slicast.com/zh/article/u8zs1a Slicast zh-cn 2026-10-07T13:05:00.000Z CoreWeave宣布在印度纳维孟买建设数十亿美元级AI数据中心，标志其进入印度市场。 https://slicast.com/ko/article/u8zs1a Slicast ko 2026-10-07T13:05:00.000Z CoreWeave가 인도 나비뭄바이에 수십억 달러 규모의 AI 데이터 센터를 발표했으며, 이는 인도 시장으로의 진출을 의미한다. https://slicast.com/article/9lidtg Slicast en 2026-10-07T12:50:41.000Z Denmark's parliament adopts an emergency electricity plan that deprioritizes data center grid connections during energy constraints. https://slicast.com/zh/article/9lidtg Slicast zh-cn 2026-10-07T12:50:41.000Z 丹麦议会通过应急电力计划，在能源受限期间对数据中心电网连接进行降级。 https://slicast.com/ko/article/9lidtg Slicast ko 2026-10-07T12:50:41.000Z 덴마크 의회가 에너지 부족 시 데이터센터의 전력망 연결 우선순위를 낮추는 긴급 전기 계획을 채택했다. https://slicast.com/article/1qtgkyf Slicast en 2026-10-07T12:41:00.000Z New LandGate Analysis Identifies North Dakota as Emerging AI Data Center Hotspot Driven by Low Power Costs and Grid Capacity https://slicast.com/zh/article/1qtgkyf Slicast zh-cn 2026-10-07T12:41:00.000Z LandGate分析：北达科他州因电力成本低和电网容量成为AI数据中心热点 https://slicast.com/article/20ay97 Slicast en 2026-10-07T12:35:53.000Z Infineon completes acquisition of C2i Semiconductors to strengthen its portfolio of power management solutions for AI data centers. https://slicast.com/zh/article/20ay97 Slicast zh-cn 2026-10-07T12:35:53.000Z 英飞凌完成对C2i Semiconductors的收购，以增强其AI数据中心电源管理解决方案组合。 https://slicast.com/ko/article/20ay97 Slicast ko 2026-10-07T12:35:53.000Z Infineon이 C2i Semiconductors의 인수를 완료하여 AI 데이터 센터용 전력 관리 솔루션 포트폴리오를 강화합니다. https://slicast.com/article/cntpce Slicast en 2026-10-07T12:31:02.000Z SK Hynix encounters technical difficulties in HBM hybrid bonding processes, falling behind Samsung's progress. https://slicast.com/zh/article/cntpce Slicast zh-cn 2026-10-07T12:31:02.000Z SK海力士在HBM混合键合工艺中遇到技术难题，落后于三星进度。 https://slicast.com/ko/article/cntpce Slicast ko 2026-10-07T12:31:02.000Z SK Hynix가 HBM 하이브리드 본딩 공정의 기술 문제로 삼성에 뒤떨어지고 있다. https://slicast.com/article/1m6efuf Slicast en 2026-10-07T12:25:58.000Z Digital Realty begins construction of the 24 MW KIX15 data center in Osaka, Japan. https://slicast.com/zh/article/1m6efuf Slicast zh-cn 2026-10-07T12:25:58.000Z Digital Realty开始在日本大阪建设24 MW级KIX15数据中心。 https://slicast.com/ko/article/1m6efuf Slicast ko 2026-10-07T12:25:58.000Z Digital Realty가 오사카, 일본의 24 MW KIX15 데이터센터 건설을 시작합니다. https://slicast.com/article/1sggaif Slicast en 2026-10-07T12:23:13.000Z Kentucky Power expands its power supply contract with TeraWulf's data center facility. https://slicast.com/zh/article/1sggaif Slicast zh-cn 2026-10-07T12:23:13.000Z 肯塔基电力公司扩大与TeraWulf数据中心设施的电力供应合同。 https://slicast.com/ko/article/1sggaif Slicast ko 2026-10-07T12:23:13.000Z Kentucky Power는 TeraWulf 데이터 센터 시설과의 전력 공급 계약을 확대합니다. https://slicast.com/article/pssvkq Slicast en 2026-10-07T12:19:38.000Z Black Hills Power commits 2.7 GW long-term supply to Google's Wyoming data center campus https://slicast.com/zh/article/pssvkq Slicast zh-cn 2026-10-07T12:19:38.000Z Black Hills Power承诺向Google怀俄明州数据中心园区提供2.7GW长期电力 https://slicast.com/article/137kvb6 Slicast en 2026-10-07T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/137kvb6 Slicast zh-cn 2026-10-07T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1fpjzz5 Slicast en 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1fpjzz5 Slicast zh-cn 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1xito5f Slicast en 2026-10-07T12:00:00.000Z Applied Digital files 8-K: results of operations https://slicast.com/zh/article/1xito5f Slicast zh-cn 2026-10-07T12:00:00.000Z Applied Digital 提交 8-K：重大事件 https://slicast.com/article/pdquwo Slicast en 2026-10-07T11:45:17.000Z SpaceX seeks $40 billion in debt financing to purchase Nvidia AI chips for xAI Colossus cluster https://slicast.com/zh/article/pdquwo Slicast zh-cn 2026-10-07T11:45:17.000Z SpaceX 寻求 40 亿美元债务融资购买 Nvidia AI 芯片用于 xAI Colossus 集群 https://slicast.com/article/btmsbi Slicast en 2026-10-07T10:23:50.000Z Taiwan indicts 10 individuals for alleged scheme to resell US-sanctioned semiconductors to China https://slicast.com/zh/article/btmsbi Slicast zh-cn 2026-10-07T10:23:50.000Z 台湾起诉10人涉嫌倒卖美国禁运半导体至中国 https://slicast.com/article/y8r8ba Slicast en 2026-10-07T09:49:42.000Z Elon Musk confirms Tesla and SpaceXAI will build and operate their own AI chip fabrication plants https://slicast.com/zh/article/y8r8ba Slicast zh-cn 2026-10-07T09:49:42.000Z 埃隆·马斯克确认Tesla和SpaceXAI将自建并运营AI芯片晶圆厂 https://slicast.com/article/rxtwqf Slicast en 2026-10-07T09:16:48.000Z BlackRock in exclusive talks on $20 billion data center infrastructure investment deal https://slicast.com/zh/article/rxtwqf Slicast zh-cn 2026-10-07T09:16:48.000Z BlackRock 独家洽谈 200 亿美元数据中心基础设施投资交易 https://slicast.com/article/2wz2c Slicast en 2026-10-07T08:40:42.000Z Chile Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/2wz2c Slicast zh-cn 2026-10-07T08:40:42.000Z 智利数据中心合租市场供需 https://slicast.com/article/1yp02w9 Slicast en 2026-10-07T08:39:40.000Z Indonesia Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/1yp02w9 Slicast zh-cn 2026-10-07T08:39:40.000Z 印度尼西亚数据中心合租市场供需 https://slicast.com/article/djfbvf Slicast en 2026-10-07T08:38:52.000Z South Africa Data Center Colocation Market - Supply and https://slicast.com/zh/article/djfbvf Slicast zh-cn 2026-10-07T08:38:52.000Z 南非数据中心合租市场供需 https://slicast.com/article/15yv3b6 Slicast en 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU enters mass production H2 2026: 336 billion transistors + HBM4 288GB + 22 TB/s bandwidth https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU H2 2026 进入量产:3360 亿晶体管 + HBM4 288GB + 22 TB/s 带宽 https://slicast.com/article/19gilz6 Slicast en 2026-10-06T21:11:00.000Z ITIF Report: US AI infrastructure investment 2025-2032 cumulative to reach $10.3 trillion https://slicast.com/zh/article/19gilz6 Slicast zh-cn 2026-10-06T21:11:00.000Z ITIF 报告:美国 AI 基础设施投资 2025-2032 年或累计达 $10.3 万亿 https://slicast.com/article/18hhgo4 Slicast en 2026-10-06T21:10:00.000Z SoftBank completes $4 billion acquisition of DigitalBridge, establishing a digital infrastructure asset management platform exceeding $100 billion https://slicast.com/zh/article/18hhgo4 Slicast zh-cn 2026-10-06T21:10:00.000Z SoftBank 以 $40 亿完成收购 DigitalBridge,打造逾 $1000 亿数字基础设施资管平台 https://slicast.com/article/131fx38 Slicast en 2026-10-06T21:09:00.000Z Nebius raises prices across the board on October 1: H100 +17% to $4.50/hour, B300 to $9.50/hour https://slicast.com/zh/article/131fx38 Slicast zh-cn 2026-10-06T21:09:00.000Z Nebius 10 月 1 日全线涨价:H100 +17% 至 $4.50/小时,B300 至 $9.50/小时 https://slicast.com/article/qd6rih Slicast en 2026-10-06T21:08:00.000Z IREN accelerates transformation: AI cloud revenue +94% QoQ in Q3 to $33.6 million, holds $3.4 billion five-year NVIDIA contract https://slicast.com/zh/article/qd6rih Slicast zh-cn 2026-10-06T21:08:00.000Z IREN 转型加速:AI 云收入 Q3 环比 +94% 至 $3360 万,持有 $34 亿 NVIDIA 五年合同 https://slicast.com/article/qv4rr8 Slicast en 2026-10-06T21:07:00.000Z Gartner: AI-optimized IaaS spending surges 96% to $420B in 2026, inference first exceeds training https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-06T21:07:00.000Z Gartner:2026 年 AI 优化 IaaS 支出增 96% 至 $420 亿,推理首超训练 https://slicast.com/article/nz8jpm Slicast en 2026-10-06T21:06:00.000Z Hyperscale vendors' 2026 capex totals approximately $725 billion, a 77% year-over-year surge. https://slicast.com/zh/article/nz8jpm Slicast zh-cn 2026-10-06T21:06:00.000Z 超大规模厂商 2026 年资本开支合计约 $7250 亿,同比暴涨 77% https://slicast.com/article/15huou2 Slicast en 2026-10-06T21:05:00.000Z Akamai Secures $11.6 Billion 7-Year Cloud Contract with Anthropic, Potential Scale Up to $20 Billion https://slicast.com/zh/article/15huou2 Slicast zh-cn 2026-10-06T21:05:00.000Z Akamai 获 Anthropic 7 年 $116 亿云合同,潜在规模可扩至 $200 亿 https://slicast.com/article/3gvyk8 Slicast en 2026-10-06T21:04:00.000Z NVIDIA Partners with Apollo, Blackstone, KKR and Five Other Major Institutions to Build a $500 Billion GPU Collateral Financing Platform https://slicast.com/zh/article/3gvyk8 Slicast zh-cn 2026-10-06T21:04:00.000Z NVIDIA 联合 Apollo/Blackstone/KKR 等六大机构打造 $5000 亿 GPU 抵押融资平台 https://slicast.com/article/ljw6e5 Slicast en 2026-10-06T21:03:00.000Z Invezz lists five major CoreWeave risks; Cantor Fitzgerald maintains $176 buy target same day https://slicast.com/zh/article/ljw6e5 Slicast zh-cn 2026-10-06T21:03:00.000Z Invezz 列出 CoreWeave 五大风险,Cantor Fitzgerald 同日维持买入目标 $176 https://slicast.com/article/1a07urg Slicast en 2026-10-06T21:02:00.000Z Nscale Submits S-1 to NYSE: $350B Valuation, H1 Revenue Growth 1252%, Losses Exceed $10B https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-06T21:02:00.000Z Nscale 向纽交所提交 S-1:估值 $350 亿、H1 收入增 1252%,亏损却超 $10 亿 https://slicast.com/article/11661mx Slicast en 2026-10-06T21:01:00.000Z Anthropic IPO Enters Countdown: $2 Trillion Target Valuation Poised to Break Global IPO Record https://slicast.com/zh/article/11661mx Slicast zh-cn 2026-10-06T21:01:00.000Z Anthropic IPO 进入倒计时:目标估值 $2 万亿,若成功将刷新全球最大 IPO 纪录 https://slicast.com/commentary/constellation-2026-10-06 Slicast en 2026-10-06T20:44:06.195Z Constellation Energy, October 2026: Google's 3.6 GW Deal and Amazon's Calvert Cliffs PPA https://slicast.com/zh/commentary/constellation-2026-10-06 Slicast zh-cn 2026-10-06T20:44:06.195Z 星座能源 2026年10月：谷歌3.6吉瓦协议与亚马逊卡尔弗特克利夫斯核能PPA https://slicast.com/commentary/vistra-2026-10-06 Slicast en 2026-10-06T20:35:48.350Z Why the DOE's $4.2B Nuclear Loan Plan Sent Vistra Shares Up 10.8% — October 2026 https://slicast.com/zh/commentary/vistra-2026-10-06 Slicast zh-cn 2026-10-06T20:35:48.350Z 美国能源部42亿美元核电贷款计划推动Vistra股价上涨10.8%（2026年10月） https://slicast.com/article/10rrm96 Slicast en 2026-10-06T20:34:00.000Z Fisk Electric Awarded $24 Million Data Center Electrical Project, Expanding Prefabrication Capabilities in Houston https://slicast.com/zh/article/10rrm96 Slicast zh-cn 2026-10-06T20:34:00.000Z Fisk Electric获$2400万数据中心电气工程合同，在休斯顿扩展预制能力 https://slicast.com/ko/article/10rrm96 Slicast ko 2026-10-06T20:34:00.000Z Fisk Electric, $24 Million 데이터센터 전기 프로젝트 수주, 휴스턴에서 프리팹 역량 확대 https://slicast.com/commentary/talen-2026-10-06 Slicast en 2026-10-06T20:27:08.788Z Talen Energy (TLN), October 2026: Data Center Campus, PJM Capacity Win, and a CEO Handoff https://slicast.com/zh/commentary/talen-2026-10-06 Slicast zh-cn 2026-10-06T20:27:08.788Z 泰伦能源（TLN）2026 年 10 月：数据中心园区、PJM 容量拍卖胜出与 CEO 交接 https://slicast.com/brief/2026-10-07 Slicast en 2026-10-06T20:18:50.083Z Latest AI Infrastructure News: October 7, 2026 https://slicast.com/zh/brief/2026-10-07 Slicast zh-cn 2026-10-06T20:18:50.083Z AI 基础设施新闻早报 · 2026年10月7日 https://slicast.com/ko/brief/2026-10-07 Slicast ko 2026-10-06T20:18:50.083Z 최신 AI 인프라 뉴스 · 2026년 10월 7일 https://slicast.com/article/1uxncrp Slicast en 2026-10-06T20:05:00.000Z Penguin Solutions Announces Fourth-Quarter and Full-Year Fiscal 2026 Results https://slicast.com/zh/article/1uxncrp Slicast zh-cn 2026-10-06T20:05:00.000Z Penguin Solutions公布2026财年第四季度和全年业绩 https://slicast.com/article/xwxkdj Slicast en 2026-10-06T20:05:00.000Z Zeta Global to Acquire Digital Audience, Extending the Zeta Data Cloud Across the Digital Ecosystem https://slicast.com/zh/article/xwxkdj Slicast zh-cn 2026-10-06T20:05:00.000Z Zeta Global收购Digital Audience，扩展Zeta Data Cloud覆盖数字生态 https://slicast.com/article/ormxn6 Slicast en 2026-10-06T19:18:07.000Z Anthropic may achieve an initial public offering timeline significantly ahead of OpenAI's potential market debut. https://slicast.com/zh/article/ormxn6 Slicast zh-cn 2026-10-06T19:18:07.000Z Anthropic可能比OpenAI提前超过一年进入资本市场上市。 https://slicast.com/article/h95cms Slicast en 2026-10-06T19:10:08.000Z Qualcomm is pivoting to position itself as an AI data-center CPU vendor, targeting an estimated $200 billion market opportunity. https://slicast.com/zh/article/h95cms Slicast zh-cn 2026-10-06T19:10:08.000Z Qualcomm正转向AI数据中心CPU业务，瞄准价值2000亿美元的市场机会。 https://slicast.com/ko/article/h95cms Slicast ko 2026-10-06T19:10:08.000Z Qualcomm은 AI 데이터센터 CPU 공급업체로 자신을 포지셔닝하기 위해 방향을 전환하고 있으며, 추정 $200 billion 규모의 시장 기회를 목표로 하고 있습니다. https://slicast.com/article/1pnyfa4 Slicast en 2026-10-06T19:00:55.000Z An ambitious new data center is planned for rural North Queensland, Australia. https://slicast.com/zh/article/1pnyfa4 Slicast zh-cn 2026-10-06T19:00:55.000Z 澳大利亚昆士兰州乡村地区计划建设一座新数据中心。 https://slicast.com/ko/article/1pnyfa4 Slicast ko 2026-10-06T19:00:55.000Z 야심찬 새로운 데이터 센터가 오스트레일리아 North Queensland 농촌 지역에 건설될 예정이다. https://slicast.com/article/nk4r09 Slicast en 2026-10-06T18:48:25.000Z Armenia's Public Services Regulatory Commission is discussing the Firebird AI Data Center's connection to the national power grid. https://slicast.com/zh/article/nk4r09 Slicast zh-cn 2026-10-06T18:48:25.000Z 亚美尼亚公共服务监管委员会正讨论Firebird AI数据中心接入国家电网的事项。 https://slicast.com/ko/article/nk4r09 Slicast ko 2026-10-06T18:48:25.000Z 아르메니아 공공서비스규제위원회가 Firebird AI Data Center의 국가 전력망 연결에 대해 논의하고 있습니다. https://slicast.com/article/pynbdk Slicast en 2026-10-06T18:45:42.000Z Google has secured 3.6 gigawatts of power to supply its expanding AI data-center footprint amid rising strain on the U.S. electric grid. https://slicast.com/zh/article/pynbdk Slicast zh-cn 2026-10-06T18:45:42.000Z Google已锁定3.6吉瓦电力以供应其不断扩张的AI数据中心，此时美国电网压力日增。 https://slicast.com/ko/article/pynbdk Slicast ko 2026-10-06T18:45:42.000Z Google은 미국 전력망에 증가하는 부담이 커지는 가운데, 확대되는 AI 데이터센터에 전력을 공급하기 위해 3.6 기가와트의 전력을 확보했습니다. https://slicast.com/article/t9zazw Slicast en 2026-10-06T18:40:54.000Z Micron will pay Netlist $600 million over five years for a strategic AI memory technology patent licensing agreement. https://slicast.com/zh/article/t9zazw Slicast zh-cn 2026-10-06T18:40:54.000Z Micron将在五年内向Netlist支付6亿美元以获得AI内存技术专利许可。 https://slicast.com/ko/article/t9zazw Slicast ko 2026-10-06T18:40:54.000Z Micron이 전략적 AI 메모리 기술 특허 라이선싱 계약의 일환으로 Netlist에 5년간 600백만 달러를 지급한다. https://slicast.com/article/3gjysc Slicast en 2026-10-06T18:30:00.000Z An Australian government agency provided an AI company with early access to forthcoming data-center regulatory guidelines. https://slicast.com/zh/article/3gjysc Slicast zh-cn 2026-10-06T18:30:00.000Z 澳大利亚政府机构向一家AI巨头提前披露了即将出台的数据中心监管规则。 https://slicast.com/ko/article/3gjysc Slicast ko 2026-10-06T18:30:00.000Z 호주 정부 기관이 AI 회사에 예정된 데이터센터 규제 지침에 대한 조기 접근권을 제공했다. https://slicast.com/article/1fovkxe Slicast en 2026-10-06T18:29:15.000Z Applied Materials and Intel have announced a strategic collaboration on AI chip manufacturing processes and equipment. https://slicast.com/zh/article/1fovkxe Slicast zh-cn 2026-10-06T18:29:15.000Z Applied Materials与Intel公布了在AI芯片制造工艺和设备上的战略合作。 https://slicast.com/ko/article/1fovkxe Slicast ko 2026-10-06T18:29:15.000Z Applied Materials와 Intel이 AI 칩 제조 공정 및 장비에 대한 전략적 협력을 발표했습니다. https://slicast.com/article/14inrkr Slicast en 2026-10-06T18:21:00.000Z Data Center Cables Market to Reach $27.29 Billion by 2035, DC Market Insights Finds https://slicast.com/zh/article/14inrkr Slicast zh-cn 2026-10-06T18:21:00.000Z 数据中心线缆市场2035年达$27.29亿 https://slicast.com/article/j0mhi2 Slicast en 2026-10-06T18:04:25.000Z Taiwan's stock index reached a record 50,000, driven by TSMC's dominant position in advanced AI chip packaging through its CoWoS technology. https://slicast.com/zh/article/j0mhi2 Slicast zh-cn 2026-10-06T18:04:25.000Z 台湾股市创纪录突破5万点，由TSMC在先进AI芯片封装（CoWoS）领域的绝对主导地位驱动。 https://slicast.com/ko/article/j0mhi2 Slicast ko 2026-10-06T18:04:25.000Z 대만 주식지수가 사상 최고인 50,000에 도달했으며, 첨단 AI 칩 패키징 분야에서 CoWoS 기술을 기반으로 한 TSMC의 지배적 위치에 의해 견인되고 있습니다. https://slicast.com/article/1gbntfz Slicast en 2026-10-06T17:37:00.000Z Pennsylvania's Public Utilities Commission chairman called for state-level preemption of local permitting authority over new electric-generation facilities to accelerate deployment. https://slicast.com/zh/article/1gbntfz Slicast zh-cn 2026-10-06T17:37:00.000Z 宾夕法尼亚州公用事业委员会主席呼吁由州级权力优先于地方政府对新电源设施许可决定权。 https://slicast.com/ko/article/1gbntfz Slicast ko 2026-10-06T17:37:00.000Z 펜실베이니아 공공유틸리티위원회 위원장이 배치 가속화를 위해 신규 발전시설에 대한 지방 허가 권한의 주 차원 선점을 촉구했다. https://slicast.com/article/gwlo0t Slicast en 2026-10-06T17:30:00.000Z Penguin Solutions Appoints Stephen Cumming as Senior Vice President and Chief Financial Officer to Support Accelerated Growth https://slicast.com/zh/article/gwlo0t Slicast zh-cn 2026-10-06T17:30:00.000Z Penguin Solutions任命Stephen Cumming为高级副总裁兼首席财务官 https://slicast.com/article/1lxocff Slicast en 2026-10-06T17:24:20.000Z Broadcom is reported to be considering a $42 billion financing arrangement to support Anthropic's custom AI chip leasing program. https://slicast.com/zh/article/1lxocff Slicast zh-cn 2026-10-06T17:24:20.000Z Broadcom被报告考虑提供420亿美元融资支持Anthropic的定制AI芯片租赁计划。 https://slicast.com/ko/article/1lxocff Slicast ko 2026-10-06T17:24:20.000Z Broadcom이 Anthropic의 맞춤형 AI 칩 임차 프로그램을 지원하기 위해 $42 billion 규모의 금융 구조를 검토 중인 것으로 보도되었습니다. https://slicast.com/article/vlci5k Slicast en 2026-10-06T17:19:53.000Z Pasqal is coordinating the Q-PLANET initiative, bringing together 28 partners from 11 countries to develop chips for neutral-atom quantum-computing technologies. https://slicast.com/zh/article/vlci5k Slicast zh-cn 2026-10-06T17:19:53.000Z Pasqal正领导Q-PLANET计划，集合11个国家的28家合作伙伴共同开发中性原子量子计算芯片。 https://slicast.com/ko/article/vlci5k Slicast ko 2026-10-06T17:19:53.000Z Pasqal이 Q-PLANET 이니셔티브를 조율하며 11개 국가의 28개 파트너를 모아 중립 원자 양자 컴퓨팅 칩 개발을 추진하고 있습니다. https://slicast.com/article/10c2bm9 Slicast en 2026-10-06T17:13:22.000Z Skybox wins rezoning approval in Hutto, Texas, but data-center power supply remains unclear. https://slicast.com/zh/article/10c2bm9 Slicast zh-cn 2026-10-06T17:13:22.000Z Skybox获得德州Hutto重划批准，但数据中心电力供应仍不明确。 https://slicast.com/article/cgg6ki Slicast en 2026-10-06T17:07:56.000Z Marvell Technology shares jump 6.5% on bullish AI chip demand and interconnect fabric outlook. https://slicast.com/zh/article/cgg6ki Slicast zh-cn 2026-10-06T17:07:56.000Z 美满电子股票跳升6.5%，受看好AI芯片需求和互联架构前景支撑。 https://slicast.com/article/cdo9nq Slicast en 2026-10-06T17:05:04.000Z Analysis examines trade models to balance U.S. export controls on AI chips to China against China's own adaptive/pacing strategies. https://slicast.com/zh/article/cdo9nq Slicast zh-cn 2026-10-06T17:05:04.000Z 分析论证平衡美国对华AI芯片出口管制与中国自适应/配速策略的贸易模式。 https://slicast.com/ko/article/cdo9nq Slicast ko 2026-10-06T17:05:04.000Z 분석은 중국으로의 AI 칩 수출 규제와 중국의 자체 적응형/페이싱 전략 간의 균형을 맞추는 무역 모델을 검토한다. https://slicast.com/article/g6dpkq Slicast en 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 deskside system validated at 2.2B tokens/day on NVIDIA GB300 (Blackwell Ultra GPU), achieving 800 Gbps throughput via ConnectX-8 SuperNIC. https://slicast.com/zh/article/g6dpkq Slicast zh-cn 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01工作台系统在英伟达GB300(Blackwell Ultra GPU)上验证每天22亿token，经由ConnectX-8 SuperNIC实现800 Gbps吞吐量。 https://slicast.com/ko/article/g6dpkq Slicast ko 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 데스크사이드 시스템이 NVIDIA GB300 (Blackwell Ultra GPU)에서 2.2B 토큰/일로 검증되었으며, ConnectX-8 SuperNIC을 통해 800 Gbps 처리량을 달성했습니다. https://slicast.com/article/1irabf0 Slicast en 2026-10-06T16:48:00.000Z FuelCell Energy's Pennsylvania data-center project with Fit Energy triggered bullish market moves: FuelCell +11%, Bloom Energy +4%, signaling fuel-cell as long-duration power supply. https://slicast.com/zh/article/1irabf0 Slicast zh-cn 2026-10-06T16:48:00.000Z FuelCell Energy宾州与Fit Energy数据中心项目引发市场涨势：FuelCell +11%，Bloom Energy +4%，标志燃料电池为长期电力供应。 https://slicast.com/ko/article/1irabf0 Slicast ko 2026-10-06T16:48:00.000Z FuelCell Energy의 펜실베이니아 데이터센터 프로젝트와 Fit Energy 협력이 강세 시장을 촉발했습니다: FuelCell +11%, Bloom Energy +4%, 연료전지를 장기 전력 공급원으로 신호합니다. https://slicast.com/article/a0q79z Slicast en 2026-10-06T16:40:38.000Z Dentons advises Firebird AI KZ on Data Center Valley project in Kazakhstan—landmark greenfield data-center campus. https://slicast.com/zh/article/a0q79z Slicast zh-cn 2026-10-06T16:40:38.000Z Dentons顾问Firebird AI KZ的哈萨克斯坦'数据中心谷'项目——标志性的新建数据中心园区。 https://slicast.com/ko/article/a0q79z Slicast ko 2026-10-06T16:40:38.000Z Dentons이 Firebird AI KZ의 카자흐스탄 Data Center Valley 프로젝트를 자문 — 획기적 신규 데이터센터 캠퍼스 https://slicast.com/article/f4i14w Slicast en 2026-10-06T16:40:11.000Z Quetta Data Centers navigates permitting and pre-construction complexity for edge AI compute sites; focus on grid coordination and utility alignment. https://slicast.com/zh/article/f4i14w Slicast zh-cn 2026-10-06T16:40:11.000Z Quetta Data Centers应对边缘AI计算站点的许可和前期施工复杂性；重点是电网协调和公用事业对齐。 https://slicast.com/article/8ihega Slicast en 2026-10-06T16:32:19.000Z AI data centers' rapid power demand swings (MW-scale ramps on chip frequency/voltage changes) require coordinated chip-to-grid design involving chip makers, operators, utilities, and grid infrastructu https://slicast.com/zh/article/8ihega Slicast zh-cn 2026-10-06T16:32:19.000Z AI数据中心的快速电力需求摇摆(芯片频/压变化导致MW级峰值)需要涉及芯片制造商、运营商、公用事业和电网基础设施的芯片到电网协调设计。 https://slicast.com/ko/article/8ihega Slicast ko 2026-10-06T16:32:19.000Z AI 데이터 센터의 급격한 전력 수요 변동(칩 주파수·전압 변화로 인한 MW 규모의 급상승)은 칩 제조사, 운영자, 전력회사, 전력망 기반시설이 참여하는 조정된 칩-그리드 설계를 요구한다. https://slicast.com/article/17ohx2x Slicast en 2026-10-06T16:25:00.000Z 27 former Samsung and SK Hynix engineers depart China's CXMT (ChangXin Memory) after average 2.9-year tenure; signals potential talent drain from indigenous Chinese DRAM/HBM fabs. https://slicast.com/zh/article/17ohx2x Slicast zh-cn 2026-10-06T16:25:00.000Z 27位来自三星和SK海力士的工程师离职中国长鑫存储(CXMT)，平均任期2.9年；标志中国本土DRAM/HBM芯片厂人才流失。 https://slicast.com/ko/article/17ohx2x Slicast ko 2026-10-06T16:25:00.000Z 삼성과 SK Hynix의 전직 엔지니어 27명이 평균 2.9년 근무 후 중국의 CXMT (ChangXin Memory)를 떠남; 중국 자체 DRAM/HBM 팹에서의 잠재적 인재 유출 신호.