https://slicast.com/commentary/alibaba-2026-11-12 Slicast en 2026-11-12T21:18:27.960Z Alibaba Cloud, November 2026: T-Head IPO Filing and 6.7% Share Decline https://slicast.com/zh/commentary/alibaba-2026-11-12 Slicast zh-cn 2026-11-12T21:18:27.960Z 阿里云2026年11月：平头哥申请独立上市，股价单日跌6.7% https://slicast.com/article/1xtraqe Slicast en 2026-11-12T21:11:00.000Z Fermi (FRMI https://slicast.com/zh/article/1xtraqe Slicast zh-cn 2026-11-12T21:11:00.000Z Fermi (FRMI) Q3 营收挂零但签 600 MW 超大规模客户协议,11 月 13 日预收 $2 亿预付款 https://slicast.com/article/1uczisp Slicast en 2026-11-12T21:10:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-11-12T21:10:00.000Z NVIDIA 承诺数十亿美元锁定衬底、先进封装、共封装光子六大供应链至 2028 年 https://slicast.com/ko/article/1uczisp Slicast ko 2026-11-12T21:10:00.000Z Nvidia, AI 가속기 공급망 구축에 자금을 투입해 생산 능력 확보에 나서 https://slicast.com/article/1e5xdtp Slicast en 2026-11-12T21:09:00.000Z Meta head of infrastructure will leave and be succeeded by former AWS cloud exec https://slicast.com/zh/article/1e5xdtp Slicast zh-cn 2026-11-12T21:09:00.000Z Meta 基础设施主管 Santosh Janardhan 2027 年离职,AWS 老将 Dave Brown 接管 $1,450 亿建设 https://slicast.com/ko/article/1e5xdtp Slicast ko 2026-11-12T21:09:00.000Z Meta 인프라 책임자 퇴임, 후임은 전 AWS 클라우드 임원 https://slicast.com/article/iql4u1 Slicast en 2026-11-12T21:06:00.000Z AMD Posts Record $13.38 Billion Q3 as Data Center Sales Nearly Double https://slicast.com/zh/article/iql4u1 Slicast zh-cn 2026-11-12T21:06:00.000Z AMD Q3 营收创纪录 $134 亿,数据中心分部 $85.5 亿(同比 +97%);NVDA 管理层动荡后 AMD 逆势走高 https://slicast.com/ko/article/iql4u1 Slicast ko 2026-11-12T21:06:00.000Z AMD, 3분기 매출 133.8억 달러 기록… 데이터센터 매출 거의 두 배 증가 https://slicast.com/commentary/nebius-2026-11-12 Slicast en 2026-11-12T21:04:47.052Z Why Nebius Pared Its 2026 Revenue Outlook and Shares Fell 18% in One Session https://slicast.com/zh/commentary/nebius-2026-11-12 Slicast zh-cn 2026-11-12T21:04:47.052Z Nebius为何下调2026年营收展望且股价单日跌18% https://slicast.com/article/dlya6w Slicast en 2026-11-12T21:04:00.000Z CoreWeave Q3 Revenue Jumps 168% as Backlog Hits $132.5 Billion https://slicast.com/zh/article/dlya6w Slicast zh-cn 2026-11-12T21:04:00.000Z CoreWeave Q3 营收 $36.6 亿(+168%),订单储备 $1,325 亿,全年指引上调至 $130~$133 亿 https://slicast.com/ko/article/dlya6w Slicast ko 2026-11-12T21:04:00.000Z CoreWeave 3분기 매출 168% 급증, 수주잔고 1,325억 달러 돌파 https://slicast.com/article/197fp8k Slicast en 2026-11-12T21:02:00.000Z Nebius Tumbles 14% on Soft Guidance and Bigger Spending Plans; CoreWeave Sinks 10%, IREN Drops 7% https://slicast.com/zh/article/197fp8k Slicast zh-cn 2026-11-12T21:02:00.000Z Nebius Q3 营收大超预期但全年指引意外收窄,板块联动重挫:Nebius -14%、CoreWeave -10%、IREN -7% https://slicast.com/ko/article/197fp8k Slicast ko 2026-11-12T21:02:00.000Z Nebius, 가이던스 하향과 투자 계획 확대에 14% 급락…CoreWeave 10%, IREN 7% 하락 https://slicast.com/commentary/nvidia-2026-11-12 Slicast en 2026-11-12T20:44:58.458Z Nvidia CEO Jensen Huang Resignation, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-12 Slicast zh-cn 2026-11-12T20:44:58.458Z 英伟达CEO黄仁勋辞职，2026年11月 https://slicast.com/commentary/coreweave-2026-11-12 Slicast en 2026-11-12T20:33:03.267Z CoreWeave Stock, November 2026: 168% Revenue Growth and Rising Debt Costs as Shares Fall 8.2% https://slicast.com/zh/commentary/coreweave-2026-11-12 Slicast zh-cn 2026-11-12T20:33:03.267Z CoreWeave股票，2026年11月：Q3营收增长168%与持续债务压力，股价单日下跌8.2% https://slicast.com/commentary/iren-2026-11-12 Slicast en 2026-11-12T20:20:02.070Z IREN Stock and Microsoft's Texas Delay: $4 Billion ARR Target Under Pressure, November 2026 https://slicast.com/zh/commentary/iren-2026-11-12 Slicast zh-cn 2026-11-12T20:20:02.070Z IREN股票：微软德克萨斯延期与40亿美元ARR目标承压，2026年11月 https://slicast.com/brief/2026-11-13 Slicast en 2026-11-12T20:08:17.335Z Latest AI Infrastructure News: November 13, 2026 https://slicast.com/zh/brief/2026-11-13 Slicast zh-cn 2026-11-12T20:08:17.335Z AI 基础设施新闻早报 · 2026年11月13日 https://slicast.com/ko/brief/2026-11-13 Slicast ko 2026-11-12T20:08:17.335Z 최신 AI 인프라 뉴스 · 2026년 11월 13일 https://slicast.com/article/1pb9jb4 Slicast en 2026-11-12T19:50:08.000Z NVIDIA's Board of Directors announced on Nov. 12, 2026 that Jensen Huang has resigned as President, Chief Executive Officer and a member of the Board, and Colette Kress has been named interim CEO. https://slicast.com/zh/article/1pb9jb4 Slicast zh-cn 2026-11-12T19:50:08.000Z 英伟达董事会于2026年11月12日宣布，Jensen Huang已辞去总裁、首席执行官及董事会成员职务，Colette Kress被任命为临时首席执行官。 https://slicast.com/ko/article/1pb9jb4 Slicast ko 2026-11-12T19:50:08.000Z NVIDIA의 이사회는 2026년 11월 12일, 젠슨 황(Jensen Huang)이 대표이사 사장, 최고경영자(CEO) 및 이사직에서 사임했으며, 콜레트 크레스(Colette Kress)가 임시 CEO로 선임되었다고 발표했다. https://slicast.com/article/5tkv4k Slicast en 2026-11-12T19:49:23.000Z Netlist will demonstrate three CXL memory proof-of-concept designs at the SC26 CXL Pavilion. https://slicast.com/zh/article/5tkv4k Slicast zh-cn 2026-11-12T19:49:23.000Z Netlist将在SC26 CXL展馆展示三款CXL内存概念验证设计。 https://slicast.com/ko/article/5tkv4k Slicast ko 2026-11-12T19:49:23.000Z Netlist는 SC26 CXL Pavilion에서 CXL 메모리 PoC(개념 증명) 설계 3종을 시연할 예정이다. https://slicast.com/article/opxm19 Slicast en 2026-11-12T19:43:53.000Z Citing people familiar with the matter, Reuters reports that the White House is discussing the future of Commerce Secretary Howard Lutnick. https://slicast.com/zh/article/opxm19 Slicast zh-cn 2026-11-12T19:43:53.000Z 路透社援引知情人士报道，白宫正在讨论美国商务部长Howard Lutnick的去留问题。 https://slicast.com/ko/article/opxm19 Slicast ko 2026-11-12T19:43:53.000Z 출처에 정통한 관계자들을 인용해 로이터는 백악관이 하워드 러트닉 상무장관의 거취를 논의하고 있다고 보도했다. https://slicast.com/article/1eha8rv Slicast en 2026-11-12T19:33:17.000Z LightSolver will give the first public demonstration of its all-optical computer at SC26, including its Boeing corrosion-simulation work. https://slicast.com/zh/article/1eha8rv Slicast zh-cn 2026-11-12T19:33:17.000Z LightSolver将在SC26上首次公开演示其全光计算机，并展示与Boeing合作的腐蚀模拟工作。 https://slicast.com/ko/article/1eha8rv Slicast ko 2026-11-12T19:33:17.000Z LightSolver는 SC26에서 자사의 全광학 컴퓨터를 처음으로 공개 시연할 예정이며, 여기에는 Boeing과 진행한 부식 시뮬레이션 작업도 포함된다. https://slicast.com/article/mkqoez Slicast en 2026-11-12T19:08:45.000Z Luminal has raised a Series A round to expand AI inference across more types of chips. https://slicast.com/zh/article/mkqoez Slicast zh-cn 2026-11-12T19:08:45.000Z Luminal完成A轮融资，将把AI推理能力扩展到更多类型的芯片上。 https://slicast.com/ko/article/mkqoez Slicast ko 2026-11-12T19:08:45.000Z Luminal이 더 다양한 칩 유형에서 AI 추론을 확장하기 위해 시리즈 A 라운드를 통해 투자를 유치했다. https://slicast.com/article/gvmv4d Slicast en 2026-11-12T18:25:33.000Z The EIA expects rising power demand to be met mainly by renewables as coal burn declines, with the electric power sector potentially installing more than 26 GW of battery storage next year. https://slicast.com/zh/article/gvmv4d Slicast zh-cn 2026-11-12T18:25:33.000Z 美国能源信息署（EIA）预计，随着煤炭发电量下降，不断增长的电力需求将主要由可再生能源满足，电力行业明年可能新增超过26 GW的电池储能。 https://slicast.com/ko/article/gvmv4d Slicast ko 2026-11-12T18:25:33.000Z EIA는 석탄 사용이 줄어드는 가운데 늘어나는 전력 수요를 주로 재생에너지가 충족할 것으로 내다보며, 전력 부문이 내년에 26GW 이상의 배터리 저장장치를 설치할 가능성이 있다고 밝혔다. https://slicast.com/article/tr7qmd Slicast en 2026-11-12T18:19:20.000Z CXMT posted an 89.53% gross margin in Q3 and debuted an AI-focused memory lineup at IC China. https://slicast.com/zh/article/tr7qmd Slicast zh-cn 2026-11-12T18:19:20.000Z CXMT第三季度毛利率达到89.53%，并在IC China上发布了面向AI的存储产品线。 https://slicast.com/ko/article/tr7qmd Slicast ko 2026-11-12T18:19:20.000Z CXMT는 3분기 매출총이익률 89.53%를 기록했으며, IC China에서 AI 중심의 메모리 제품군을 처음 공개했다. https://slicast.com/article/193vydp Slicast en 2026-11-12T18:19:00.000Z Disrupting AI Infrastructure: Vedant Dwivedi Makes the Case for Sovereign AI https://slicast.com/zh/article/193vydp Slicast zh-cn 2026-11-12T18:19:00.000Z 破解AI基础设施瓶颈：Vedant Dwivedi阐述主权AI的必要性 https://slicast.com/ko/article/193vydp Slicast ko 2026-11-12T18:19:00.000Z AI 인프라의 판도를 바꾸다: Vedant Dwivedi가 제시하는 주권 AI의 필요성 https://slicast.com/article/uuztm8 Slicast en 2026-11-12T18:14:00.000Z HUMAIN's AI stack will arrive in December, and HUMAIN+ is scheduled for Q1 2027. https://slicast.com/zh/article/uuztm8 Slicast zh-cn 2026-11-12T18:14:00.000Z 沙特HUMAIN的AI技术栈将于12月推出，HUMAIN+计划于2027年第一季度上线。 https://slicast.com/ko/article/uuztm8 Slicast ko 2026-11-12T18:14:00.000Z HUMAIN의 AI 스택은 12월에 출시될 예정이며, HUMAIN+는 2027년 1분기로 예정되어 있습니다. https://slicast.com/article/ng30pr Slicast en 2026-11-12T18:02:35.000Z According to Bloomberg, CoreWeave plans to raise at least $4 billion in a high-grade loan. https://slicast.com/zh/article/ng30pr Slicast zh-cn 2026-11-12T18:02:35.000Z 据Bloomberg报道，CoreWeave计划筹集至少40亿美元的高评级贷款。 https://slicast.com/ko/article/ng30pr Slicast ko 2026-11-12T18:02:35.000Z Bloomberg에 따르면 CoreWeave는 투자등급 대출을 통해 최소 40억 달러를 조달할 계획이다. https://slicast.com/article/1hwfpd1 Slicast en 2026-11-12T18:02:25.000Z A report says firms linked to Alice Huang promised Nvidia Blackwell chips to DeepSeek despite the US ban. https://slicast.com/zh/article/1hwfpd1 Slicast zh-cn 2026-11-12T18:02:25.000Z 一份报道称，与Alice Huang有关联的公司曾承诺向DeepSeek提供英伟达Blackwell芯片，尽管美国禁令仍然有效。 https://slicast.com/ko/article/1hwfpd1 Slicast ko 2026-11-12T18:02:25.000Z A 보도에 따르면 Alice Huang과 연관된 기업들이 미국의 금지 조치에도 불구하고 DeepSeek에 Nvidia Blackwell 칩을 공급하기로 약속했다고 한다. https://slicast.com/article/edy146 Slicast en 2026-11-12T18:00:00.000Z Innodisk Expands AI Data Center Portfolio with Enterprise SSDs and Memory Solutions at SC26 https://slicast.com/zh/article/edy146 Slicast zh-cn 2026-11-12T18:00:00.000Z Innodisk在SC26上以企业级SSD和内存方案扩充AI数据中心产品组合 https://slicast.com/article/25vwos Slicast en 2026-11-12T17:31:24.000Z Hawley backs a data center moratorium as Washington weighs new restrictions on data center development. https://slicast.com/zh/article/25vwos Slicast zh-cn 2026-11-12T17:31:24.000Z Hawley支持暂停数据中心建设的提议，同时华盛顿正在考虑对数据中心实施新的限制。 https://slicast.com/ko/article/25vwos Slicast ko 2026-11-12T17:31:24.000Z 호틀리 의원, 워싱턴이 데이터센터 개발에 대한 새로운 규제를 검토하는 가운데 데이터센터 건설 모라토리엄을 지지하다. https://slicast.com/article/14sgg6l Slicast en 2026-11-12T17:26:00.000Z WION analyzes which rivals could gain from Nvidia CEO Jensen Huang's exit, naming AMD, Intel and Chinese chipmakers as possible beneficiaries. https://slicast.com/zh/article/14sgg6l Slicast zh-cn 2026-11-12T17:26:00.000Z WION分析了英伟达首席执行官Jensen Huang离任可能使哪些竞争对手受益，并点名AMD、英特尔以及中国芯片厂商为潜在受益者。 https://slicast.com/ko/article/14sgg6l Slicast ko 2026-11-12T17:26:00.000Z WION는 젠슨 황 엔비디아 CEO의 퇴진으로 이익을 볼 수 있는 경쟁사들을 분석하며, AMD, 인텔, 중국 반도체 기업들을 잠재적 수혜 기업으로 꼽았다. https://slicast.com/article/1voz5sq Slicast en 2026-11-12T17:24:27.000Z SpaceX has released its vision and designs for a $74 billion Phase 1 AI data center buildout in Texas and Arizona, with some approvals still needed. https://slicast.com/zh/article/1voz5sq Slicast zh-cn 2026-11-12T17:24:27.000Z SpaceX公布了在Texas和Arizona建设AI数据中心一期工程的愿景与设计方案，总投资额为740亿美元（$74 billion），部分审批仍待完成。 https://slicast.com/ko/article/1voz5sq Slicast ko 2026-11-12T17:24:27.000Z SpaceX가 텍스처와 애리조나에 740억 달러 규모의 1단계 AI 데이터센터 구축에 대한 비전과 설계를 공개했으며, 일부 승인은 아직 필요한 상태다. https://slicast.com/article/ly7uqt Slicast en 2026-11-12T17:20:39.000Z Sabey has signed a 43.5MW power purchase agreement in Texas to offtake output from CIP's Greasewood solar farm. https://slicast.com/zh/article/ly7uqt Slicast zh-cn 2026-11-12T17:20:39.000Z Sabey已在Texas签下一份43.5MW的购电协议，购买CIP旗下Greasewood太阳能电场的电力。 https://slicast.com/ko/article/ly7uqt Slicast ko 2026-11-12T17:20:39.000Z Sabey, 텍사스에서 CIP의 Greasewood 태양광 발전소 출력을 인수하는 43.5MW 전력구매계약(PPA)을 체결했다. https://slicast.com/article/sek7m6 Slicast en 2026-11-12T17:13:06.000Z Fast Company analyzes how Anthropic's IPO could put OpenAI at a disadvantage. https://slicast.com/zh/article/sek7m6 Slicast zh-cn 2026-11-12T17:13:06.000Z Fast Company分析了Anthropic的IPO可能如何使OpenAI处于劣势。 https://slicast.com/ko/article/sek7m6 Slicast ko 2026-11-12T17:13:06.000Z Fast Company, Anthropic의 IPO가 OpenAI에 불리하게 작용할 수 있는 상황을 분석했다. https://slicast.com/article/1qmkm0w Slicast en 2026-11-12T17:10:54.000Z Nvidia's interim CEO has reportedly pushed back on a proposed $250B backstop for OpenAI, according to FourWeekMBA. https://slicast.com/zh/article/1qmkm0w Slicast zh-cn 2026-11-12T17:10:54.000Z 据FourWeekMBA报道，英伟达临时首席执行官对为OpenAI提供2500亿美元（$250B）的担保安排提议提出了异议。 https://slicast.com/ko/article/1qmkm0w Slicast ko 2026-11-12T17:10:54.000Z Nvidia의 임시 CEO가 OpenAI를 위한 2,500억 달러 규모의 제안된 백스톱(부실 위험 보증)에 반대 입장을 표명한 것으로 FourWeekMBA가 보도했다. https://slicast.com/article/5v8qcj Slicast en 2026-11-12T17:10:30.000Z Forest County Potawatomi Community is seeking to expand a Milwaukee data center, challenging the city's data center moratorium. https://slicast.com/zh/article/5v8qcj Slicast zh-cn 2026-11-12T17:10:30.000Z Forest County Potawatomi Community正寻求扩建位于Milwaukee的一座数据中心，并对当地的数据中心暂停令提出挑战。 https://slicast.com/ko/article/5v8qcj Slicast ko 2026-11-12T17:10:30.000Z Forest County Potawatomi Community는 밀워키 데이터센터 확장을 추진하고 있으며, 이는 도시의 데이터센터 모라토리엄에 대한 도전이다. https://slicast.com/article/1uo4vaw Slicast en 2026-11-12T17:00:00.000Z RAVEL and Sandia National Laboratories announced research exploring power-aware AI infrastructure aimed at more efficient and competitive AI data centers. https://slicast.com/zh/article/1uo4vaw Slicast zh-cn 2026-11-12T17:00:00.000Z RAVEL与Sandia National Laboratories宣布合作探索具备功耗感知能力的AI基础设施，以提升AI数据中心的效率与竞争力。 https://slicast.com/ko/article/1uo4vaw Slicast ko 2026-11-12T17:00:00.000Z RAVEL과 Sandia National Laboratories는 전력 효율을 고려한 AI 인프라 연구를 발표했으며, 이는 보다 효율적이고 경쟁력 있는 AI 데이터센터를 목표로 합니다. https://slicast.com/article/6wg4z4 Slicast en 2026-11-12T16:59:56.000Z Senator Tom Cotton is pushing to blacklist China's CXMT from U.S. technology. https://slicast.com/zh/article/6wg4z4 Slicast zh-cn 2026-11-12T16:59:56.000Z 参议员Tom Cotton正推动将中国的长鑫存储（CXMT）列入美国技术禁入名单。 https://slicast.com/ko/article/6wg4z4 Slicast ko 2026-11-12T16:59:56.000Z 톰 코튼 상원의원은 중국의 CXMT를 미국 기술 접근에서 배제하는 블랙리스트 등재를 추진하고 있다. https://slicast.com/article/b8ybjn Slicast en 2026-11-12T16:57:57.000Z Saudi Arabia has secured US$667 million for AI and power infrastructure, according to ET Datacenters. https://slicast.com/zh/article/b8ybjn Slicast zh-cn 2026-11-12T16:57:57.000Z 据ET Datacenters报道，沙特阿拉伯已获得6.67亿美元（US$667 million）资金，用于AI与电力基础设施建设。 https://slicast.com/ko/article/b8ybjn Slicast ko 2026-11-12T16:57:57.000Z 사우디아라비아가 AI 및 전력 인프라에 6억 6,700만 달러를 확보했다고 ET Datacenters가 전했다. https://slicast.com/article/1bac5bv Slicast en 2026-11-12T16:55:33.000Z CDC has refiled plans to develop a 1.4GW data center campus in Kemps Creek, Australia, as part of its latest Sydney development. https://slicast.com/zh/article/1bac5bv Slicast zh-cn 2026-11-12T16:55:33.000Z CDC重新提交了在澳大利亚Kemps Creek建设1.4GW数据中心园区的规划，这是其最新的悉尼开发项目。 https://slicast.com/ko/article/1bac5bv Slicast ko 2026-11-12T16:55:33.000Z CDC는 최신 시드니 개발 사업의 일환으로 호주 켐프스 크리크에 1.4GW 규모의 데이터센터 캠퍼스를 개발하는 계획을 재신청했다. https://slicast.com/article/agwkgm Slicast en 2026-11-12T16:55:32.000Z Jensen Huang has stepped down as Nvidia (NVDA) CEO after 33 years, with CFO Colette Kress named interim CEO effective immediately, and Nvidia shares fell on the news. https://slicast.com/zh/article/agwkgm Slicast zh-cn 2026-11-12T16:55:32.000Z Jensen Huang已辞去英伟达（NVDA）首席执行官一职，结束其33年的执掌；首席财务官Colette Kress即刻起出任临时首席执行官，消息公布后英伟达股价下跌。 https://slicast.com/ko/article/agwkgm Slicast ko 2026-11-12T16:55:32.000Z 젠슨 황이 33년간 이끌어온 엔비디아(NVDA) CEO직에서 물러났으며, 콜레트 크레스 CFO가 즉시 효력을 갖는 임시 CEO로 지명됐다. 이 소식에 엔비디아 주가는 하락했다. https://slicast.com/article/2jus4u Slicast en 2026-11-12T16:54:00.000Z /C O R R E C T I O N - Gcore/ https://slicast.com/zh/article/2jus4u Slicast zh-cn 2026-11-12T16:54:00.000Z /更正 - Gcore/ https://slicast.com/ko/article/2jus4u Slicast ko 2026-11-12T16:54:00.000Z /C O R R E C T I O N - Gcore/ Wait, I need to be careful: the instruction says to translate the text provided, and the text is "/C O R R E C T I O N - Gcore/". This is a headline-style marker. Transl https://slicast.com/article/1gc1qls Slicast en 2026-11-12T16:48:00.000Z Rackspace has struck its second AI infrastructure deal in less than two weeks, according to The Business Journals. https://slicast.com/zh/article/1gc1qls Slicast zh-cn 2026-11-12T16:48:00.000Z 据The Business Journals报道，Rackspace在不到两周内达成了第二笔AI基础设施交易。 https://slicast.com/ko/article/1gc1qls Slicast ko 2026-11-12T16:48:00.000Z Rackspace가 2주도 채 안 되는 기간에 두 번째 AI 인프라 계약을 체결했다고 The Business Journals가 보도했다. https://slicast.com/article/11xcsbx Slicast en 2026-11-12T16:47:00.000Z SBS asks whether HBM supply from Samsung-SK Hynix could face disruption as their 'Gganbu Alliance' wobbles. https://slicast.com/zh/article/11xcsbx Slicast zh-cn 2026-11-12T16:47:00.000Z SBS质疑，随着三星与SK海力士的'Gganbu Alliance'出现动摇，两家公司的HBM（高带宽存储器）供应是否可能受到干扰。 https://slicast.com/ko/article/11xcsbx Slicast ko 2026-11-12T16:47:00.000Z SBS는 '꽁부 연합'이 흔들리면서 삼성-SK하이닉스의 HBM 공급에 차질이 생길 수 있는지 묻고 있다. https://slicast.com/article/68sm1r Slicast en 2026-11-12T16:45:54.000Z Nebius has signed $12bn in deals for Q3, which reportedly all cover its capex, and the company also flagged delays to a Microsoft data center project. https://slicast.com/zh/article/68sm1r Slicast zh-cn 2026-11-12T16:45:54.000Z Nebius在第三季度（Q3）签下120亿美元（$12bn）的交易，据报道这些交易全部覆盖其资本开支，公司同时提到微软数据中心项目出现延迟。 https://slicast.com/ko/article/68sm1r Slicast ko 2026-11-12T16:45:54.000Z Nebius, 3분기 계약 규모 120억 달러 체결... 자본지출 전액 충당 관측 Nebius는 3분기에 120억 달러(bn) 규모의 계약을 체결했으며, 이 계약들이 자본지출(capex)을 전액 충당하는 것으로 알려졌다. 회사는 또한 Microsoft 데이터센터 프로젝트의 지연을 공지했다. https://slicast.com/article/f4z5i4 Slicast en 2026-11-12T16:40:38.000Z Yahoo Finance argues that a rental loophole shows why U.S. export controls have not kept AI chips out of China. https://slicast.com/zh/article/f4z5i4 Slicast zh-cn 2026-11-12T16:40:38.000Z Yahoo Finance认为，租赁漏洞表明，美国出口管制至今未能阻止AI芯片流入中国。 https://slicast.com/ko/article/f4z5i4 Slicast ko 2026-11-12T16:40:38.000Z Yahoo Finance는 임대 허점이 미국의 수출 통제가 AI 칩의 중국 유입을 막지 못한 이유를 보여준다고 주장한다. https://slicast.com/article/ixjemn Slicast en 2026-11-12T16:32:37.000Z Morgan Stanley cut its TeraWulf price target to $47 on higher discount rates while keeping an Overweight rating. https://slicast.com/zh/article/ixjemn Slicast zh-cn 2026-11-12T16:32:37.000Z 摩根士丹利因折现率上升，将TeraWulf目标价下调至47美元，同时维持增持评级。 https://slicast.com/ko/article/ixjemn Slicast ko 2026-11-12T16:32:37.000Z 모건스탠리는 더 높아진 할인율을 반영해 TeraWulf의 목표주가를 47달러로 낮추고, 투자의견은 비중확대(Overweight)로 유지했다. https://slicast.com/article/193g4ya Slicast en 2026-11-12T16:28:38.000Z Nebius has pared back its 2026 revenue forecast on capacity delays, and its shares slumped as a result, according to Reuters. https://slicast.com/zh/article/193g4ya Slicast zh-cn 2026-11-12T16:28:38.000Z 据路透社报道，Nebius因算力容量交付延迟而下调2026年营收预期，股价随之下跌。 https://slicast.com/ko/article/193g4ya Slicast ko 2026-11-12T16:28:38.000Z Nebius가 용량 확보 지연을 이유로 2026년 매출 전망치를 하향 조정했으며, 이에 따라 주가가 급락했다고 로이터가 보도했다. https://slicast.com/article/d3k4ba Slicast en 2026-11-12T16:24:12.000Z A report says SpaceX is developing a custom Nvidia Vera Rubin rack, dubbed Kessel, for its orbital data centers, keeping the underlying configuration while changing the PCB. https://slicast.com/zh/article/d3k4ba Slicast zh-cn 2026-11-12T16:24:12.000Z 一份报告称，SpaceX正为其轨道数据中心开发定制的英伟达Vera Rubin机架，代号Kessel；其底层配置保持不变，但更换了PCB（印刷电路板）。 https://slicast.com/ko/article/d3k4ba Slicast ko 2026-11-12T16:24:12.000Z SpaceX가 궤도 데이터센터용으로 Nvidia Vera Rubin 랙을 맞춤 제작한 'Kessel'을 개발 중이라는 보도가 나왔다. 기반 구성은 그대로 유지하고 PCB만 변경하는 방식이다. https://slicast.com/article/x5poof Slicast en 2026-11-12T16:19:58.000Z Nebul has adopted NetApp Novus to power its sovereign AI infrastructure. https://slicast.com/zh/article/x5poof Slicast zh-cn 2026-11-12T16:19:58.000Z Nebul已采用NetApp Novus为其主权AI基础设施提供支撑。 https://slicast.com/ko/article/x5poof Slicast ko 2026-11-12T16:19:58.000Z Nebul는 주권 AI 인프라를 구동하기 위해 NetApp Novus를 도입했습니다. https://slicast.com/article/tt6jc0 Slicast en 2026-11-12T16:18:45.000Z TIKR argues that CoreWeave's blowout quarter is good news for Core Scientific's $10 billion contract. https://slicast.com/zh/article/tt6jc0 Slicast zh-cn 2026-11-12T16:18:45.000Z TIKR认为，CoreWeave的超预期季度业绩对Core Scientific的100亿美元合同是利好。 https://slicast.com/ko/article/tt6jc0 Slicast ko 2026-11-12T16:18:45.000Z TIKR는 CoreWeave의 기록적인 분기 실적이 Core Scientific의 100억 달러 규모 계약에 호재라고 주장했다. https://slicast.com/article/pmssbi Slicast en 2026-11-12T16:17:29.000Z Indiantown, Florida could implement a one-year moratorium on data centers, with existing projects unaffected. https://slicast.com/zh/article/pmssbi Slicast zh-cn 2026-11-12T16:17:29.000Z 佛罗里达州的Indiantown可能实施为期一年的数据中心暂停令，现有项目不受影响。 https://slicast.com/ko/article/pmssbi Slicast ko 2026-11-12T16:17:29.000Z Indiantown, Florida could implement a one-year moratorium on data centers, with existing projects unaffected. Wait, I need to correct my output: the line above is the untranslated English. Here is th https://slicast.com/article/1sn7oei Slicast en 2026-11-12T16:14:00.000Z Developers have proposed an 'inference point facility' in Swansea, Massachusetts, described as a rebranding of Edge for the AI era. https://slicast.com/zh/article/1sn7oei Slicast zh-cn 2026-11-12T16:14:00.000Z 开发商在马萨诸塞州的Swansea提议建设一座推理节点设施，该项目被描述为面向AI时代的边缘数据中心的重新包装。 https://slicast.com/ko/article/1sn7oei Slicast ko 2026-11-12T16:14:00.000Z 개발사들이 매사추세츠주 스완지에 '추론 거점 시설'을 제안했으며, 이는 AI 시대에 맞춰 엣지(Edge)를 새롭게 명명한 개념이라고 설명되고 있다. https://slicast.com/article/1dt1q9t Slicast en 2026-11-12T16:10:17.000Z Futurism reports that OpenAI is sustaining enormous losses. https://slicast.com/zh/article/1dt1q9t Slicast zh-cn 2026-11-12T16:10:17.000Z Futurism报道，OpenAI正在承受巨额亏损。 https://slicast.com/ko/article/1dt1q9t Slicast ko 2026-11-12T16:10:17.000Z Futurism는 OpenAI가 막대한 손실을 지속적으로 기록하고 있다고 보도했다. https://slicast.com/article/1hgeoue Slicast en 2026-11-12T16:05:13.000Z Con Edison and other utilities are seeking to loosen New York restrictions on utilities owning generation, arguing the reforms would boost renewables and help them meet resource adequacy and environme https://slicast.com/zh/article/1hgeoue Slicast zh-cn 2026-11-12T16:05:13.000Z Con Edison等公用事业公司正寻求放宽纽约对公用事业公司持有发电资产的限制，称改革将促进可再生能源发展，并帮助其实现资源充裕度与环境合规目标。 https://slicast.com/ko/article/1hgeoue Slicast ko 2026-11-12T16:05:13.000Z Con Edison와 기타 유틸리티들은 뉴욕주의 발전 설비 소유 제한을 완화하도록 요구하고 있으며, 이번 제도 개편이 재생에너지를 확대하고 자원 적정성 및 환경 규제 준수 목표 달성에 도움이 될 것이라고 주장하고 있다. https://slicast.com/article/f3k7fr Slicast en 2026-11-12T16:00:00.000Z Cloud Wars reports that hyperscaler backlog is nearing $2.5 trillion, countering fears of an AI capex bust. https://slicast.com/zh/article/f3k7fr Slicast zh-cn 2026-11-12T16:00:00.000Z Cloud Wars报道称，超大规模云厂商的在手订单规模逼近2.5万亿美元，反驳了AI资本开支将崩塌的担忧。 https://slicast.com/ko/article/f3k7fr Slicast ko 2026-11-12T16:00:00.000Z Cloud Wars에 따르면 하이퍼스케일러의 수주잔고(백로그)가 2.5조 달러에 육박하고 있으며, 이는 AI 설비투자 붕괴에 대한 우려를 반박하는 결과다. https://slicast.com/article/1f82u1w Slicast en 2026-11-12T16:00:00.000Z Mount Thor raised $45M to expand its AI cloud infrastructure built on Apple hardware. https://slicast.com/zh/article/1f82u1w Slicast zh-cn 2026-11-12T16:00:00.000Z Mount Thor融资4500万美元，用于扩展基于苹果硬件的AI云基础设施。 https://slicast.com/ko/article/1f82u1w Slicast ko 2026-11-12T16:00:00.000Z Mount Thor, Apple 하드웨어 기반 AI 클라우드 인프라 확장을 위해 4,500만 달러를 조달했다. https://slicast.com/article/15snby4 Slicast en 2026-11-12T15:55:50.000Z Norway plans to introduce licensing for data centers as surging power demand strains its grid. https://slicast.com/zh/article/15snby4 Slicast zh-cn 2026-11-12T15:55:50.000Z 挪威计划对数据中心实施许可制度，以应对激增的电力需求。 https://slicast.com/ko/article/15snby4 Slicast ko 2026-11-12T15:55:50.000Z 노르웨이가 전력 수요 급증으로 송전망에 부담이 커지면서 데이터센터에 대한 인허가 제도를 도입할 계획이다. https://slicast.com/article/hlhrxg Slicast en 2026-11-12T15:55:17.000Z Nebius pointed to a revenue leap while data-center delays weighed on its outlook. https://slicast.com/zh/article/hlhrxg Slicast zh-cn 2026-11-12T15:55:17.000Z Nebius称营收实现大幅增长，但数据中心交付延迟拖累了业绩展望。 https://slicast.com/ko/article/hlhrxg Slicast ko 2026-11-12T15:55:17.000Z Nebius는 매출이 급증했다고 밝혔지만, 데이터센터 지연이 실적 전망에 부담으로 작용했다. https://slicast.com/article/19a6jtz Slicast en 2026-11-12T15:54:55.000Z Vertiv dismissed AI-bubble concerns, announced new project wins and said Latin America is on a growth track. https://slicast.com/zh/article/19a6jtz Slicast zh-cn 2026-11-12T15:54:55.000Z Vertiv驳斥AI泡沫论，斩获多个项目，并称拉丁美洲正步入增长轨道。 https://slicast.com/ko/article/19a6jtz Slicast ko 2026-11-12T15:54:55.000Z Vertiv, AI 버블 우려를 일축하고 신규 프로젝트 수주를 발표했으며, 라틴아메리카 지역이 성장 궤도에 올라 있다고 밝혔다. https://slicast.com/article/73ceav Slicast en 2026-11-12T15:52:00.000Z Senator Tom Cotton urged the Trump administration to ban Chinese memory chipmaker CXMT from the US market over security concerns. https://slicast.com/zh/article/73ceav Slicast zh-cn 2026-11-12T15:52:00.000Z 参议员科顿敦促特朗普政府以安全为由，禁止中国存储芯片制造商CXMT进入美国市场。 https://slicast.com/ko/article/73ceav Slicast ko 2026-11-12T15:52:00.000Z 상원의원 톰 코튼은 보안 우려를 이유로 트럼프 행정부에 중국 메모리 반도체 업체 CXMT의 미국 시장 진출을 금지할 것을 촉구했다. https://slicast.com/article/mt8jpv Slicast en 2026-11-12T15:33:52.000Z ThisWay Global and Ace Computers partnered on GPU orchestration ahead of SC26, with Ace offering ThisWay's vendor-agnostic Amalgamy.ai orchestration alongside its custom GPU systems and the two compan https://slicast.com/zh/article/mt8jpv Slicast zh-cn 2026-11-12T15:33:52.000Z ThisWay Global与Ace Computers在SC26大会前达成GPU编排合作，Ace将把ThisWay与厂商无关的Amalgamy.ai编排软件与其定制GPU系统一并提供，双方共同销售与支持。 https://slicast.com/ko/article/mt8jpv Slicast ko 2026-11-12T15:33:52.000Z ThisWay Global와 Ace Computers는 SC26을 앞두고 GPU 오케스트레이션 분야에서 파트너십을 맺었다. Ace Computers는 자사의 맞춤형 GPU 시스템과 함께 ThisWay Global의 벤더 중립적 오케스트레이션 솔루션인 Amalgamy.ai를 제공하며, 두 회사는 이를 공동으로 판매하고 지원할 예정이다. https://slicast.com/article/1ledkzs Slicast en 2026-11-12T15:32:46.000Z Luminal raised a $25M Series A to cut AI inference costs beyond Nvidia GPUs. https://slicast.com/zh/article/1ledkzs Slicast zh-cn 2026-11-12T15:32:46.000Z Luminal完成2500万美元A轮融资，旨在降低AI推理成本，并使其不再局限于英伟达图形处理器。 https://slicast.com/ko/article/1ledkzs Slicast ko 2026-11-12T15:32:46.000Z Luminal, 엔비디아 GPU 외 환경에서 AI 추론 비용을 절감하기 위해 2,500만 달러 규모의 시리즈 A 투자를 유치했다. https://slicast.com/article/i6g89g Slicast en 2026-11-12T15:26:10.000Z Speaker Johnson said Congress is developing consensus on limiting chip exports to China. https://slicast.com/zh/article/i6g89g Slicast zh-cn 2026-11-12T15:26:10.000Z 众议院议长约翰逊表示，国会正在就限制对华芯片出口形成共识。 https://slicast.com/ko/article/i6g89g Slicast ko 2026-11-12T15:26:10.000Z Johnson 하원의장은 의회가 중국에 대한 반도체 수출 제한에 대해 합의를 형성해 가고 있다고 밝혔다. https://slicast.com/article/joqq2n Slicast en 2026-11-12T15:09:28.000Z PsiQuantum and AMD broadened their collaboration across quantum, HPC and AI, committing to co-design infrastructure and advance hybrid quantum-classical applications. https://slicast.com/zh/article/joqq2n Slicast zh-cn 2026-11-12T15:09:28.000Z PsiQuantum与AMD扩大合作，覆盖量子计算、高性能计算与人工智能领域，将共同设计基础设施并推进量子-经典混合应用。 https://slicast.com/ko/article/joqq2n Slicast ko 2026-11-12T15:09:28.000Z PsiQuantum과 AMD가 양자, HPC, AI 분야에서 협력을 확대하며, 인프라를 공동 설계하고 하이브리드 양자-고전 응용 기술을 발전시키기로 합의했다. https://slicast.com/article/pt9jbm Slicast en 2026-11-12T15:08:54.000Z Nvidia co-founder and CEO Jensen Huang resigned effective immediately. https://slicast.com/zh/article/pt9jbm Slicast zh-cn 2026-11-12T15:08:54.000Z 英伟达联合创始人兼首席执行官黄仁勋已立即辞职。 https://slicast.com/ko/article/pt9jbm Slicast ko 2026-11-12T15:08:54.000Z Nvidia 공동 창업자이자 CEO인 Jensen Huang이 즉시 사임했다. https://slicast.com/article/t2rle7 Slicast en 2026-11-12T15:06:23.000Z HUMAIN CEO unveiled a December AI stack rollout and plans for a HUMAIN+ launch in 2027. https://slicast.com/zh/article/t2rle7 Slicast zh-cn 2026-11-12T15:06:23.000Z HUMAIN首席执行官披露了12月AI技术栈的推出计划，并表示HUMAIN+将于2027年推出。 https://slicast.com/ko/article/t2rle7 Slicast ko 2026-11-12T15:06:23.000Z HUMAIN CEO가 12월 AI 스택 출시 계획을 공개했으며, 2027년 HUMAIN+ 출시도 추진한다고 밝혔다. https://slicast.com/article/d4jj4 Slicast en 2026-11-12T15:04:41.000Z HUMAIN launched the Limitless Accelerator to support AI startups. https://slicast.com/zh/article/d4jj4 Slicast zh-cn 2026-11-12T15:04:41.000Z HUMAIN推出Limitless Accelerator，以支持AI初创企业。 https://slicast.com/ko/article/d4jj4 Slicast ko 2026-11-12T15:04:41.000Z HUMAIN, Limitless Accelerator를 출시해 AI 스타트업을 지원한다. https://slicast.com/article/1sku37g Slicast en 2026-11-12T15:03:14.000Z Intel formed an AI alliance with 23 Korean companies. https://slicast.com/zh/article/1sku37g Slicast zh-cn 2026-11-12T15:03:14.000Z 英特尔与23家韩国企业组建AI联盟。 https://slicast.com/ko/article/1sku37g Slicast ko 2026-11-12T15:03:14.000Z Intel, 한국 기업 23곳과 AI 제휴를 맺었다. https://slicast.com/article/7otx75 Slicast en 2026-11-12T15:01:50.000Z Panth Infinity is exploring entry into AI data-centre cooling through a UAE subsidiary, according to scanx.trade. https://slicast.com/zh/article/7otx75 Slicast zh-cn 2026-11-12T15:01:50.000Z Panth Infinity正在探索通过其阿联酋子公司进入人工智能数据中心冷却领域，消息来源为scanx.trade。 https://slicast.com/ko/article/7otx75 Slicast ko 2026-11-12T15:01:50.000Z Panth Infinity는 UAE 자회사를 통해 AI 데이터센터 냉각 시장 진출을 검토 중인 것으로 scanx.trade가 보도했다. https://slicast.com/article/t0k8fm Slicast en 2026-11-12T15:00:15.000Z KIOXIA America and Dell are collaborating on a 157 PB single-rack object store, a storage-density milestone for AI and data lake workloads. https://slicast.com/zh/article/t0k8fm Slicast zh-cn 2026-11-12T15:00:15.000Z KIOXIA America与戴尔合作推出157拍字节单机架对象存储，面向人工智能和数据湖工作负载实现存储密度新突破。 https://slicast.com/ko/article/t0k8fm Slicast ko 2026-11-12T15:00:15.000Z KIOXIA America와 Dell은 AI 및 데이터 레이크 워크로드를 위한 스토리지 집적도의 이정표로, 단일 랙에 157PB 규모의 오브젝트 스토리지를 구축하기 위해 협력하고 있다. https://slicast.com/article/4p4j3r Slicast en 2026-11-12T15:00:00.000Z SuperX (NASDAQ: SUPX) to Make U.S. Exhibition Debut at SC26, Showcasing Full-Stack AI Infrastructure Solutions https://slicast.com/zh/article/4p4j3r Slicast zh-cn 2026-11-12T15:00:00.000Z SuperX（纳斯达克代码：SUPX）将于SC26首次亮相美国展会，展示全栈AI基础设施解决方案 https://slicast.com/ko/article/4p4j3r Slicast ko 2026-11-12T15:00:00.000Z SuperX(NASDAQ: SUPX), SC26에서 미국 전시회 첫 참가… 풀스택 AI 인프라 솔루션 선보인다 https://slicast.com/article/16w72dj Slicast en 2026-11-12T14:47:00.000Z AI Infrastructure Numbers Keep Climbing While the Week's Headlines Turn to the Boardroom https://slicast.com/zh/article/16w72dj Slicast zh-cn 2026-11-12T14:47:00.000Z AI基础设施数字持续攀升，本周头条转向董事会层面 https://slicast.com/ko/article/16w72dj Slicast ko 2026-11-12T14:47:00.000Z AI 인프라 수치 계속 상승, 이번 주 헤드라인은 이사회로 https://slicast.com/article/pwte7r Slicast en 2026-11-12T14:36:30.000Z Cornelis announced the CN6000 family, its next-generation 800G networking platform, which it says delivers 1.6 billion messages per second for AI and HPC. https://slicast.com/zh/article/pwte7r Slicast zh-cn 2026-11-12T14:36:30.000Z Cornelis发布CN6000系列，这是其面向人工智能和高性能计算的下一代800G网络平台，宣称可实现每秒16亿条消息的处理能力。 https://slicast.com/ko/article/pwte7r Slicast ko 2026-11-12T14:36:30.000Z Cornelis, CN6000 제품군을 발표했다. 이는 AI 및 HPC용 차세대 800G 네트워킹 플랫폼으로, 초당 16억 건의 메시지를 처리한다고 밝혔다. https://slicast.com/article/8ujqeq Slicast en 2026-11-12T14:32:39.000Z Nvidia board chair Jones said he has full confidence in leadership under Colette Kress following the CEO change. https://slicast.com/zh/article/8ujqeq Slicast zh-cn 2026-11-12T14:32:39.000Z 英伟达董事会主席琼斯表示，对科莱特·克雷斯领导下的英伟达充满信心，首席执行官更替后董事会公开表态支持。 https://slicast.com/ko/article/8ujqeq Slicast ko 2026-11-12T14:32:39.000Z Nvidia 이사회 의장 Jones는 CEO 교체 이후에도 Colette Kress 체제의 경영진에 대해 전적인 신뢰를 갖고 있다고 밝혔다. https://slicast.com/article/te59zi Slicast en 2026-11-12T14:31:47.000Z Colette Kress has been named Nvidia's interim CEO following Jensen Huang's departure. https://slicast.com/zh/article/te59zi Slicast zh-cn 2026-11-12T14:31:47.000Z 科莱特·克雷斯被任命为英伟达临时首席执行官，接替黄仁勋。 https://slicast.com/ko/article/te59zi Slicast ko 2026-11-12T14:31:47.000Z Colette Kress가 Jensen Huang의 사임에 따라 Nvidia의 임시 CEO로 임명되었습니다. https://slicast.com/article/6bqwdq Slicast en 2026-11-12T14:31:42.000Z TheEnergyMag's weekly miner roundup reports that miners cut hashrate by 50% as AI revenue doubled, though the candidate text does not name the companies. https://slicast.com/zh/article/6bqwdq Slicast zh-cn 2026-11-12T14:31:42.000Z TheEnergyMag的每周矿企综述报告称，多家矿企将哈希率削减50%，同时其人工智能收入翻倍，但候选文本未点名具体公司。 https://slicast.com/ko/article/6bqwdq Slicast ko 2026-11-12T14:31:42.000Z TheEnergyMag의 주간 채굴 기업 동향 보도에 따르면, AI 매출이 두 배로 늘어나는 동안 채굴 기업들이 해시레이트를 50% 줄였으나, 후보 텍스트에는 해당 기업명이 언급되어 있지 않다. https://slicast.com/article/13pq4y9 Slicast en 2026-11-12T14:28:58.000Z US House Speaker Johnson said many facts about Nvidia remain to be established and that he will watch how the situation develops. https://slicast.com/zh/article/13pq4y9 Slicast zh-cn 2026-11-12T14:28:58.000Z 美国众议院议长约翰逊表示，关于英伟达仍有许多事实有待查明，他将密切关注事态发展。 https://slicast.com/ko/article/13pq4y9 Slicast ko 2026-11-12T14:28:58.000Z 존슨 하원의장은 엔비디아와 관련된 많은 사실이 아직 확인되지 않았다며, 상황이 어떻게 전개되는지 지켜보겠다고 말했다. https://slicast.com/article/1e5iek2 Slicast en 2026-11-12T14:27:01.000Z Abu Dhabi data-centre leaders have come together to address soaring AI demand. https://slicast.com/zh/article/1e5iek2 Slicast zh-cn 2026-11-12T14:27:01.000Z 阿布扎比数据中心领导者联手应对激增的人工智能需求。 https://slicast.com/ko/article/1e5iek2 Slicast ko 2026-11-12T14:27:01.000Z 아부다비 데이터센터 업계 리더들이 급증하는 AI 수요에 대응하기 위해 손을 맞잡았다. https://slicast.com/article/f9ggq4 Slicast en 2026-11-12T14:25:00.000Z A Republican senator has urged a ban on Chinese chipmaker CXMT from the US market. https://slicast.com/zh/article/f9ggq4 Slicast zh-cn 2026-11-12T14:25:00.000Z 一名共和党参议员敦促将中国芯片制造商CXMT排除在美国市场之外。 https://slicast.com/ko/article/f9ggq4 Slicast ko 2026-11-12T14:25:00.000Z 공화당 상원의원 한 명이 중국 반도체 기업 CXMT의 미국 시장 진출을 금지할 것을 촉구했다. https://slicast.com/article/m7zuok Slicast en 2026-11-12T14:22:09.000Z Quantum DC has paused its 1,200MW Tungkillo data centre project in Australia after community opposition. https://slicast.com/zh/article/m7zuok Slicast zh-cn 2026-11-12T14:22:09.000Z Quantum DC因社区反对，暂停了其位于澳大利亚的1200兆瓦Tungkillo数据中心项目。 https://slicast.com/ko/article/m7zuok Slicast ko 2026-11-12T14:22:09.000Z Quantum DC가 지역 사회의 반대에 부딪혀 호주 Tungkillo에 추진 중이던 1,200MW 규모 데이터센터 프로젝트를 일시 중단했다. https://slicast.com/article/wgzjtf Slicast en 2026-11-12T14:15:00.000Z llm-d 1.0 has been released, aiming to ease production AI inference at scale. https://slicast.com/zh/article/wgzjtf Slicast zh-cn 2026-11-12T14:15:00.000Z llm-d 1.0正式发布，旨在简化大规模生产环境下的人工智能推理部署。 https://slicast.com/ko/article/wgzjtf Slicast ko 2026-11-12T14:15:00.000Z llm-d 1.0이 출시되었으며, 대규모 프로덕션 AI 추론을 더 쉽게 만드는 것을 목표로 합니다. https://slicast.com/article/1m03efo Slicast en 2026-11-12T14:13:22.000Z A TechRadar report says US data-center power demand outpaces supply by 10x and could bring the AI boom to a grinding halt by 2030. https://slicast.com/zh/article/1m03efo Slicast zh-cn 2026-11-12T14:13:22.000Z TechRadar报道称，美国数据中心的电力需求超出供给10倍，可能在2030年前使人工智能热潮陷入停滞。 https://slicast.com/ko/article/1m03efo Slicast ko 2026-11-12T14:13:22.000Z TechRadar 보도에 따르면 미국 데이터센터의 전력 수요가 공급을 10배 앞지르고 있으며, 2030년까지 AI 붐을 완전히 멈추게 할 수 있다고 한다. https://slicast.com/article/asjgur Slicast en 2026-11-12T14:11:40.000Z Jensen Huang resigned as Nvidia CEO, president and board member with immediate effect, according to a statement dated November 12, 2026, amid an espionage scandal that wiped out $1.4 trillion in marke https://slicast.com/zh/article/asjgur Slicast zh-cn 2026-11-12T14:11:40.000Z 黄仁勋于2026年11月12日发布的声明中宣布，即刻辞去英伟达首席执行官、总裁及董事会成员职务，此前一起间谍丑闻使公司市值蒸发1.4万亿美元。 https://slicast.com/ko/article/asjgur Slicast ko 2026-11-12T14:11:40.000Z Jensen Huang, Nvidia CEO, 사장 겸 이사회 멤버에서 즉시 사임했다고 2026년 11월 12일자 성명에서 밝혔다. 이번 사임은 시가총액 1.4조 달러를 증발시킨 간첩 스캔들의 여파 속에서 나왔다. https://slicast.com/article/117a1su Slicast en 2026-11-12T14:11:22.000Z Marvell Technology filed an SEC Form 8-K current report, but the candidate text does not describe its contents. https://slicast.com/zh/article/117a1su Slicast zh-cn 2026-11-12T14:11:22.000Z Marvell Technology向美国证券交易委员会（SEC）提交了一份8-K表格的当前报告，但候选文本未说明其具体内容。 https://slicast.com/ko/article/117a1su Slicast ko 2026-11-12T14:11:22.000Z Marvell Technology가 SEC Form 8-K 수시보고서를 제출했으나, 제시된 원문에는 그 내용이 설명되어 있지 않습니다. https://slicast.com/article/1h1fvhe Slicast en 2026-11-12T14:00:59.000Z A New Dawn in the Cloud: ‘Warhammer 40,000: Dawn of War IV’ Is Coming to GeForce NOW https://slicast.com/zh/article/1h1fvhe Slicast zh-cn 2026-11-12T14:00:59.000Z 云端新纪元：《战锤40,000：战争黎明IV》登陆GeForce NOW https://slicast.com/ko/article/1h1fvhe Slicast ko 2026-11-12T14:00:59.000Z 클라우드에서 열리는 새로운 여명: '워해머 40,000: 던 오브 워 IV'가 지포스 나우에 출시됩니다 https://slicast.com/article/1p1b2ig Slicast en 2026-11-12T14:00:00.000Z Parameter launched its XD Series for RLE leak detection, a new platform built for the liquid-cooled AI data center. https://slicast.com/zh/article/1p1b2ig Slicast zh-cn 2026-11-12T14:00:00.000Z Parameter推出XD系列RLE泄漏检测产品，这是一个专为液冷AI数据中心打造的新平台。 https://slicast.com/ko/article/1p1b2ig Slicast ko 2026-11-12T14:00:00.000Z Parameter가 액체 냉각식 AI 데이터센터용으로 설계된 신규 플랫폼 XD Series를 RLE 누출 감지용으로 출시했다. https://slicast.com/article/it7dpn Slicast en 2026-11-12T14:00:00.000Z HyperAccel will showcase its LPU-based AI inference system at SC26, highlighting power and cost efficiency. https://slicast.com/zh/article/it7dpn Slicast zh-cn 2026-11-12T14:00:00.000Z HyperAccel将在SC26上展示基于LPU的AI推理系统，重点突出能效与成本优势。 https://slicast.com/ko/article/it7dpn Slicast ko 2026-11-12T14:00:00.000Z HyperAccel는 SC26에서 LPU 기반 AI 추론 시스템을 선보이며, 전력 효율성과 비용 효율성을 강조할 예정이다. https://slicast.com/article/1kceeny Slicast en 2026-11-12T14:00:00.000Z Silicon Motion showcased next-generation enterprise storage solutions to power agentic AI infrastructure at SC26. https://slicast.com/zh/article/1kceeny Slicast zh-cn 2026-11-12T14:00:00.000Z 慧荣科技在SC26大会上展示了面向智能体AI基础设施的新一代企业级存储方案。 https://slicast.com/ko/article/1kceeny Slicast ko 2026-11-12T14:00:00.000Z Silicon Motion, SC26에서 agentic AI 인프라를 지원하는 차세대 엔터프라이즈 스토리지 솔루션을 선보였다. https://slicast.com/article/nsmwsw Slicast en 2026-11-12T14:00:00.000Z Axelera AI Unveils Titania Architecture: HPC-Class AI Responsiveness Without Liquid Cooled Racks Targeting $110B Underserved Market https://slicast.com/zh/article/nsmwsw Slicast zh-cn 2026-11-12T14:00:00.000Z Axelera AI发布Titania架构：无需液冷机架即可实现HPC级AI响应，瞄准$110B未充分服务市场 https://slicast.com/article/1q4ctzu Slicast en 2026-11-12T13:58:41.000Z Nvidia (NASDAQ: NVDA) said its Board of Directors announced that Jensen Huang has resigned as President, Chief Executive Officer and a board member, with Data Center Dynamics reporting that CFO Kress https://slicast.com/zh/article/1q4ctzu Slicast zh-cn 2026-11-12T13:58:41.000Z 英伟达（NASDAQ: NVDA）董事会宣布黄仁勋辞去总裁、首席执行官及董事职务；Data Center Dynamics报道称首席财务官克雷斯将担任临时职务，Tom's Hardware则将此次离职与多起婚外情指控及中国间谍指控联系在一起。 https://slicast.com/ko/article/1q4ctzu Slicast ko 2026-11-12T13:58:41.000Z 엔비디아(NASDAQ: NVDA)는 이사회가 젠슨 황(Jensen Huang)이 대표이사 사장, 최고경영자(CEO) 및 이사직에서 사임했다고 발표했다고 밝혔다. Data Center Dynamics는 CFO 크레스(Kress)가 임시로 직무를 맡을 것이라고 보도했으며, Tom's Hardware는 이번 사임을 여러 사안 및 중국 간첩 혐의와 연관 지었다. https://slicast.com/article/1uvl0sl Slicast en 2026-11-12T13:48:12.000Z NVIDIA Announces CEO Transition https://slicast.com/zh/article/1uvl0sl Slicast zh-cn 2026-11-12T13:48:12.000Z NVIDIA宣布CEO交接 https://slicast.com/ko/article/1uvl0sl Slicast ko 2026-11-12T13:48:12.000Z NVIDIA, CEO 교체 발표 https://slicast.com/article/1rcr6co Slicast en 2026-11-12T13:47:00.000Z Megaspeed has pledged to cooperate with a US probe tied to Nvidia chips in the Middle East, as Naharnet reports that Nvidia CEO Jensen Huang's future remains uncertain. https://slicast.com/zh/article/1rcr6co Slicast zh-cn 2026-11-12T13:47:00.000Z Megaspeed承诺配合美国与英伟达芯片在中东相关的一项调查，Naharnet同时报道称黄仁勋的未来仍存在不确定性。 https://slicast.com/ko/article/1rcr6co Slicast ko 2026-11-12T13:47:00.000Z Megaspeed는 중동 지역의 Nvidia 칩과 관련된 미국 조사에 협력하겠다고 약속했으며, Naharnet은 Nvidia CEO 젠슨 황의 향후 행보가 불확실하다고 보도했다. https://slicast.com/article/16aye5l Slicast en 2026-11-12T13:35:44.000Z Cotton is pushing to blacklist Chinese chipmaker CXMT, also known as ChangXin Memory, according to The Tech Buzz. https://slicast.com/zh/article/16aye5l Slicast zh-cn 2026-11-12T13:35:44.000Z 科顿正推动将中国芯片制造商长鑫存储（CXMT）列入黑名单，The Tech Buzz对此进行了报道。 https://slicast.com/ko/article/16aye5l Slicast ko 2026-11-12T13:35:44.000Z 코튼 상원의원이 중국 반도체 기업 CXMT(ChangXin Memory)를 블랙리스트에 올리기 위해 압박하고 있다고 The Tech Buzz가 보도했다. https://slicast.com/article/blmdlw Slicast en 2026-11-12T13:31:00.000Z Vertiv introduced a medium-voltage power system designed to help AI data centers connect to the grid faster while freeing indoor space for compute. https://slicast.com/zh/article/blmdlw Slicast zh-cn 2026-11-12T13:31:00.000Z 维谛技术推出中压供电系统，帮助AI数据中心更快接入电网，同时为计算设备腾出室内空间。 https://slicast.com/ko/article/blmdlw Slicast ko 2026-11-12T13:31:00.000Z Vertiv는 AI 데이터센터가 전력망에 더 빠르게 연결되고 실내 공간을 연산 장비에 더 많이 활용할 수 있도록 설계된 중전압 전력 시스템을 공개했다. https://slicast.com/article/1n4wkbp Slicast en 2026-11-12T13:30:23.000Z Talen Energy Corp filed a Form 8-K current report with the SEC, but the feed does not disclose the subject of the filing. https://slicast.com/zh/article/1n4wkbp Slicast zh-cn 2026-11-12T13:30:23.000Z Talen Energy Corp向美国SEC提交了8-K表格（当前报告），但该消息未披露此次申报的具体事项。 https://slicast.com/ko/article/1n4wkbp Slicast ko 2026-11-12T13:30:23.000Z Talen Energy Corp가 SEC에 Form 8-K 수시보고서를 제출했으나, 피드에는 제출 사안의 내용이 공개되어 있지 않습니다. https://slicast.com/article/1wxvcgy Slicast en 2026-11-12T13:22:25.000Z Utility Dive argues that electricity rates should fall when data-center-driven sales grow faster than costs, while noting some utilities are pairing lower historical sales data with updated cost assum https://slicast.com/zh/article/1wxvcgy Slicast zh-cn 2026-11-12T13:22:25.000Z Utility Dive指出，当数据中心带动的售电增长快于成本增长时，电价本应下降；但该文同时提到，部分公用事业公司在费率申请中将较低的历史售电数据与更新后的成本假设搭配使用。 https://slicast.com/ko/article/1wxvcgy Slicast ko 2026-11-12T13:22:25.000Z Utility Dive는 데이터센터 중심의 전력 판매량 증가 속도가 비용 증가 속도를 웃돌 경우 전기요금이 하락해야 한다고 주장하는 한편, 일부 전력회사가 요금 신고서에서 과거 판매 데이터를 낮추어 잡으면서 비용 가정은 최신 자료로 갱신하고 있다고 지적했다. https://slicast.com/article/13imn2d Slicast en 2026-11-12T13:15:47.000Z Anthropic's IPO could raise $64B at a $1.4T valuation, with Google and Nvidia backing the offering. https://slicast.com/zh/article/13imn2d Slicast zh-cn 2026-11-12T13:15:47.000Z Anthropic的IPO可能募资640亿美元，估值达到1.4万亿美元，谷歌与英伟达支持此次发行。 https://slicast.com/ko/article/13imn2d Slicast ko 2026-11-12T13:15:47.000Z Anthropic의 IPO는 640억 달러를 조달하고 기업가치 1.4조 달러를 인정받을 수 있으며, Google과 Nvidia가 이번 공모를 지원하고 있다. https://slicast.com/article/rw8bbq Slicast en 2026-11-12T13:11:00.000Z SMUD is weighing rules for large electricity users amid a data center debate. https://slicast.com/zh/article/rw8bbq Slicast zh-cn 2026-11-12T13:11:00.000Z SMUD正在研究针对大型用电用户的规则，背景是围绕数据中心的争议。 https://slicast.com/ko/article/rw8bbq Slicast ko 2026-11-12T13:11:00.000Z SMUD는 데이터센터 논쟁이 이어지는 가운데 대규모 전력 사용자를 위한 규정을 검토하고 있다. https://slicast.com/article/12qoic5 Slicast en 2026-11-12T13:10:34.000Z A military-linked Chinese university on a US blacklist reportedly obtained Nvidia H200 AI chips despite US restrictions. https://slicast.com/zh/article/12qoic5 Slicast zh-cn 2026-11-12T13:10:34.000Z 一所与军方有关联、已被列入美国黑名单的中国高校据报道在美国限制之下仍获得了英伟达H200 AI芯片。 https://slicast.com/ko/article/12qoic5 Slicast ko 2026-11-12T13:10:34.000Z 미국 블랙리스트에 올라 있는 군사 연계 중국 대학이 미국의 제재에도 불구하고 엔비디아 H200 AI 칩을 확보한 것으로 전해졌다. https://slicast.com/article/qp77xk Slicast en 2026-11-12T13:08:00.000Z Ben Buchanan says China has no frontier AI on domestic chips, and that compute is the only missing piece. https://slicast.com/zh/article/qp77xk Slicast zh-cn 2026-11-12T13:08:00.000Z 本·布坎南表示，中国目前在国产芯片上没有前沿AI，算力是唯一缺失的环节。 https://slicast.com/ko/article/qp77xk Slicast ko 2026-11-12T13:08:00.000Z Ben Buchanan은 중국이 국산 칩으로 구동되는 최첨단 AI를 아직 갖추지 못했으며, 컴퓨팅 자원이 유일하게 부족한 요소라고 말했다. https://slicast.com/article/xhu758 Slicast en 2026-11-12T13:06:32.000Z Nebius shares fell about 10% after the company issued a weak 2026 outlook alongside a sharp rise in planned capex. https://slicast.com/zh/article/xhu758 Slicast zh-cn 2026-11-12T13:06:32.000Z Nebius股价下跌约10%,此前公司发布了疲软的2026年业绩指引,同时计划资本支出大幅增加。 https://slicast.com/ko/article/xhu758 Slicast ko 2026-11-12T13:06:32.000Z Nebius 주가는 회사가 2026년 실적 전망을 부진하게 제시하고 계획된 자본지출(capex)을 크게 늘린다고 발표한 뒤 약 10% 하락했다. https://slicast.com/article/5aly2f Slicast en 2026-11-12T13:06:30.000Z Fermi received a $200 million hyperscaler prepayment for 600 MW and ended its TensorWave lease. https://slicast.com/zh/article/5aly2f Slicast zh-cn 2026-11-12T13:06:30.000Z Fermi获得超大规模云服务商2亿美元的预付款，对应600 MW容量，同时终止了与TensorWave的租约。 https://slicast.com/ko/article/5aly2f Slicast ko 2026-11-12T13:06:30.000Z Fermi, 600MW 규모 하이퍼스케일러 선결제로 2억 달러 수령… TensorWave 임대 계약 종료 https://slicast.com/article/16u105s Slicast en 2026-11-12T13:01:38.000Z STN One advanced its Odessa AI data center campus plan, outlining an initial 400 MW deployment. https://slicast.com/zh/article/16u105s Slicast zh-cn 2026-11-12T13:01:38.000Z STN One推进其Odessa AI数据中心园区建设，并公布了首期400 MW的部署计划。 https://slicast.com/ko/article/16u105s Slicast ko 2026-11-12T13:01:38.000Z STN One, Odessa AI 데이터센터 캠퍼스 계획을 추진하며 초기 400 MW 규모의 구축 방안을 발표했다. https://slicast.com/article/11qplwd Slicast en 2026-11-12T13:00:00.000Z Applied Digital reports that a two-foot conduit offset at its AI campus was caught before concrete was poured. https://slicast.com/zh/article/11qplwd Slicast zh-cn 2026-11-12T13:00:00.000Z Applied Digital表示，其AI园区在浇筑混凝土之前及时发现了一处两英尺的导管偏移。 https://slicast.com/ko/article/11qplwd Slicast ko 2026-11-12T13:00:00.000Z Applied Digital는 AI 캠퍼스에서 2피트 규모의 배관 편차를 콘크리트 타설 전에 발견했다고 보고했다. https://slicast.com/article/t6e64k Slicast en 2026-11-12T13:00:00.000Z Smartbird Secures Data Center Capacity to Accelerate Deployment of AI Infrastructure https://slicast.com/zh/article/t6e64k Slicast zh-cn 2026-11-12T13:00:00.000Z Smartbird获取数据中心容量，加速AI基础设施部署 https://slicast.com/article/1f57abv Slicast en 2026-11-12T12:55:37.000Z Bentaus, an Energy-First NeoCloud, Deploys DriveNets High-Performance AI Fabric with AMD GPUs to Produce AI Tokens with 30% Less Energy https://slicast.com/zh/article/1f57abv Slicast zh-cn 2026-11-12T12:55:37.000Z Bentaus：能源优先的NeoCloud，部署DriveNets高性能AI网络结构与AMD GPU，以减少30%能耗生产AI token https://slicast.com/ko/article/1f57abv Slicast ko 2026-11-12T12:55:37.000Z Bentaus, 에너지 우선 네오클라우드(NeoCloud)가 DriveNets의 고성능 AI 패브릭을 AMD GPU와 함께 도입해 30% 적은 에너지로 AI 토큰을 생산 https://slicast.com/article/rsypew Slicast en 2026-11-12T12:46:00.000Z CoreWeave reported a strong quarter, and its shares lifted the Nasdaq about 1.6%. https://slicast.com/zh/article/rsypew Slicast zh-cn 2026-11-12T12:46:00.000Z CoreWeave公布了强劲的季度业绩,其股价带动纳斯达克指数上涨约1.6%。 https://slicast.com/ko/article/rsypew Slicast ko 2026-11-12T12:46:00.000Z CoreWeave, 분기 실적이 강세를 보이며 주가가 나스닥을 약 1.6% 끌어올렸다. https://slicast.com/article/1y5jkkv Slicast en 2026-11-12T12:26:49.000Z UK AI inference chip startup Fractile raised $720M in a Series C at a reported $7B valuation, with no chip shipped yet. The UK government's Sovereign AI fund and the British Business Bank participated https://slicast.com/zh/article/1y5jkkv Slicast zh-cn 2026-11-12T12:26:49.000Z 英国AI推理芯片初创公司Fractile完成7.2亿美元C轮融资，估值据报道为70亿美元，目前尚未出货任何芯片。英国政府的主权AI基金和英国商业银行（British Business Bank）参与了此轮融资。 https://slicast.com/ko/article/1y5jkkv Slicast ko 2026-11-12T12:26:49.000Z 영국 AI 추론 칩 스타트업 Fractile가 시리즈 C에서 7억 2천만 달러를 조달했으며, 보고된 기업가치는 70억 달러다. 아직 출시된 칩은 없다. 영국 정부의 Sovereign AI 펀드와 British Business Bank가 이번 투자에 참여했다. https://slicast.com/article/1y665x2 Slicast en 2026-11-12T12:24:00.000Z WSJ reports, in an exclusive, that Nvidia is preparing to oust CEO Jensen Huang. Other outlets say the board is weighing a temporary CEO and has started a search for a replacement, though it has not y https://slicast.com/zh/article/1y665x2 Slicast zh-cn 2026-11-12T12:24:00.000Z 《华尔街日报》独家报道称,英伟达(Nvidia)正准备罢免首席执行官黄仁勋(Jensen Huang)。其他媒体称,董事会正在考虑任命临时CEO,并已开始物色接任人选,但尚未决定是否撤换他。消息传出后,英伟达股价大幅下跌。 https://slicast.com/ko/article/1y665x2 Slicast ko 2026-11-12T12:24:00.000Z WSJ는 단독 보도를 통해 엔비디아가 젠슨 황 CEO를 해임할 준비를 하고 있다고 전했다. 다른 매체들은 이사회가 임시 CEO 체제를 검토하고 후임자 물색에 착수했으나, 그를 해임할지는 아직 결정하지 않았다고 보도했다. 이러한 보도가 나오면서 엔비디아 주가는 급락했다. https://slicast.com/article/13re4ft Slicast en 2026-11-12T12:11:00.000Z Nebius reports third quarter 2026 financial results https://slicast.com/zh/article/13re4ft Slicast zh-cn 2026-11-12T12:11:00.000Z Nebius发布2026年第三季度财务业绩 https://slicast.com/ko/article/13re4ft Slicast ko 2026-11-12T12:11:00.000Z Nebius, 2026년 3분기 실적 발표 https://slicast.com/article/72wlfd Slicast en 2026-11-12T12:11:00.000Z Syntys Breaks Ground on New 20MW Data Center Development in Qatar https://slicast.com/zh/article/72wlfd Slicast zh-cn 2026-11-12T12:11:00.000Z Syntys在卡塔尔启动20MW数据中心新项目建设 https://slicast.com/ko/article/72wlfd Slicast ko 2026-11-12T12:11:00.000Z Syntys, 카타르에 20MW 규모 신규 데이터센터 건설 착공 https://slicast.com/article/y3lj0n Slicast en 2026-11-12T12:11:00.000Z Data Center Power Suppliers Post Backlog and Guidance Updates Alongside a Fuel Cell Deal https://slicast.com/zh/article/y3lj0n Slicast zh-cn 2026-11-12T12:11:00.000Z 数据中心电力供应商公布积压订单与业绩指引更新，并达成一项燃料电池交易 https://slicast.com/article/1bthk1w Slicast en 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1bthk1w Slicast zh-cn 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1bthk1w Slicast ko 2026-11-12T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1gjvv1j Slicast en 2026-11-12T12:00:00.000Z NVIDIA CORP files 8-K: director / officer changes https://slicast.com/zh/article/1gjvv1j Slicast zh-cn 2026-11-12T12:00:00.000Z NVIDIA CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1gjvv1j Slicast ko 2026-11-12T12:00:00.000Z NVIDIA CORP, 8-K 제출: 이사 및 임원 변동 https://slicast.com/article/1gqinz Slicast en 2026-11-12T12:00:00.000Z Nebius Group N.V. files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1gqinz Slicast zh-cn 2026-11-12T12:00:00.000Z Nebius Group N.V. 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1gqinz Slicast ko 2026-11-12T12:00:00.000Z Nebius Group N.V., 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1nkit5v Slicast en 2026-11-12T12:00:00.000Z Sublime Systems and Meta Sign Agreement to Scale U.S. Manufacturing of Next Generation Low-Carbon Cement https://slicast.com/zh/article/1nkit5v Slicast zh-cn 2026-11-12T12:00:00.000Z Sublime Systems与Meta签署协议，推动新一代低碳水泥在美国规模化生产 https://slicast.com/ko/article/1nkit5v Slicast ko 2026-11-12T12:00:00.000Z Sublime Systems와 Meta, 차세대 저탄소 시멘트의 미국 내 생산 확대를 위한 계약 체결 https://slicast.com/article/1zr4vp Slicast en 2026-11-12T12:00:00.000Z CoreWeave files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1zr4vp Slicast zh-cn 2026-11-12T12:00:00.000Z CoreWeave 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1zr4vp Slicast ko 2026-11-12T12:00:00.000Z CoreWeave, 10-Q 분기보고서 제출 https://slicast.com/article/2837i Slicast en 2026-11-12T12:00:00.000Z GDS Holdings Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/2837i Slicast zh-cn 2026-11-12T12:00:00.000Z GDS Holdings Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/2837i Slicast ko 2026-11-12T12:00:00.000Z GDS Holdings Ltd, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/ekcnwv Slicast en 2026-11-12T12:00:00.000Z Marvell Technology files 8-K: director / officer changes https://slicast.com/zh/article/ekcnwv Slicast zh-cn 2026-11-12T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/article/i2cbhb Slicast en 2026-11-12T12:00:00.000Z Nebius Group N.V. files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/i2cbhb Slicast zh-cn 2026-11-12T12:00:00.000Z Nebius Group N.V. 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/kklacl Slicast en 2026-11-12T12:00:00.000Z Talen Energy files 8-K: other material event https://slicast.com/zh/article/kklacl Slicast zh-cn 2026-11-12T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/article/o5vv6t Slicast en 2026-11-12T12:00:00.000Z APPLIED MATERIALS INC /DE files 8-K: results of operations https://slicast.com/zh/article/o5vv6t Slicast zh-cn 2026-11-12T12:00:00.000Z APPLIED MATERIALS INC /DE 提交 8-K：重大事件 https://slicast.com/article/ssvzff Slicast en 2026-11-12T12:00:00.000Z NRG ENERGY, INC. files 8-K: entry into a material agreement https://slicast.com/zh/article/ssvzff Slicast zh-cn 2026-11-12T12:00:00.000Z NRG ENERGY, INC. 提交 8-K：重大事件 https://slicast.com/article/1gaub5d Slicast en 2026-11-12T10:59:00.000Z Nvidia's board is weighing a temporary CEO and has started searching for a potential replacement following the controversy around Jensen Huang, but it has not yet decided whether to remove him. https://slicast.com/zh/article/1gaub5d Slicast zh-cn 2026-11-12T10:59:00.000Z 英伟达董事会正在考虑临时任命CEO，并已开始物色潜在的接任人选，此前黄仁勋陷入争议，但董事会尚未决定是否将其免职。 https://slicast.com/ko/article/1gaub5d Slicast ko 2026-11-12T10:59:00.000Z Nvidia 이사회는 젠슨 황을 둘러싼 논란 이후 임시 CEO 체제를 검토하고 있으며 잠재적 후임자 물색에도 착수했으나, 그를 교체할지에 대해서는 아직 결정을 내리지 않았다. https://slicast.com/article/3mjsrb Slicast en 2026-11-11T21:12:00.000Z EIA: AI Data Centers Drive Record US Power Demand 2026-2027 https://slicast.com/zh/article/3mjsrb Slicast zh-cn 2026-11-11T21:12:00.000Z EIA:AI 数据中心驱动美国电力需求 2026–2027 连续创历史纪录,核电采购竞赛升温 https://slicast.com/ko/article/3mjsrb Slicast ko 2026-11-11T21:12:00.000Z EIA: AI 데이터센터, 2026~2027년 미국 전력 수요 사상 최고치 견인 https://slicast.com/article/1flvxui Slicast en 2026-11-11T21:11:00.000Z Hut 8 details strategy shift to AI data center leases in Q3 call; Alaska approves 50-year land lease for large natural gas-powered data center https://slicast.com/zh/article/1flvxui Slicast zh-cn 2026-11-11T21:11:00.000Z Hut 8 Corpus Christi 园区现有租户追加 352MW 二期合约,阿拉斯加批准北坡 50 年土地租约 https://slicast.com/ko/article/1flvxui Slicast ko 2026-11-11T21:11:00.000Z Hut 8, Q3 실적 발표에서 AI 데이터센터 임대 중심으로 전략 전환 세부 내용 공개; 알래스카, 대형 천연가스 발전 데이터센터 대상 50년 토지 임대 승인 https://slicast.com/article/1fgf5nj Slicast en 2026-11-11T21:10:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-11-11T21:10:00.000Z 超大规模厂商 2026 年合计资本开支约 $7,300 亿,微软/Meta/Oracle 11 月初集中发债 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-11-11T21:10:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 도달, 아마존 2,200억 달러로 상향 https://slicast.com/article/gc98sx Slicast en 2026-11-11T21:08:00.000Z HBM4 and Fab Limits Prevent 1,000 Vera Rubin Racks Per Day in 2026 or 2027 https://slicast.com/zh/article/gc98sx Slicast zh-cn 2026-11-11T21:08:00.000Z NVIDIA Vera Rubin 量产出货,HBM4 供应挤压至少延续至 2027 年中 https://slicast.com/ko/article/gc98sx Slicast ko 2026-11-11T21:08:00.000Z HBM4 및 팹 한계로 2026년 또는 2027년 하루 1,000개 Vera Rubin 랙 생산 불가 https://slicast.com/article/7c1i28 Slicast en 2026-11-11T21:06:00.000Z Congress's Permitting Bill Is a 'Massive Giveaway' to the AI Data Center Industry, Critics Warn https://slicast.com/zh/article/7c1i28 Slicast zh-cn 2026-11-11T21:06:00.000Z 2026 中期选举 41 项数据中心议案 40 项受限,国会许可法案遭批"行业大礼包" https://slicast.com/ko/article/7c1i28 Slicast ko 2026-11-11T21:06:00.000Z 의회의 인허가 법안, AI 데이터센터 산업에 "막대한 특혜"라고 비판론자들 경고 https://slicast.com/article/89sdbh Slicast en 2026-11-11T21:05:00.000Z CoreWeave and IREN Stocks Face Pressure as Microsoft Reassesses Its Computing Deals https://slicast.com/zh/article/89sdbh Slicast zh-cn 2026-11-11T21:05:00.000Z Microsoft 重新审视 Neocloud 合约,IREN $97 亿合同不变但设计变更推迟营收节点 https://slicast.com/ko/article/89sdbh Slicast ko 2026-11-11T21:05:00.000Z CoreWeave·IREN 주가 하락 압력…마이크로소프트, 컴퓨팅 계약 재검토 https://slicast.com/article/grbyr1 Slicast en 2026-11-11T21:04:00.000Z Anthropic IPO oversubscribed several times ahead of record $90 billion listing https://slicast.com/zh/article/grbyr1 Slicast zh-cn 2026-11-11T21:04:00.000Z Anthropic IPO 路演多倍超额认购,目标估值逾 $1.4 万亿,定价 11/18、开盘 11/19 https://slicast.com/ko/article/grbyr1 Slicast ko 2026-11-11T21:04:00.000Z Anthropic IPO, 대형 상장 앞두고 청약 수요 수 배 초과... 900억 달러 규모 기록 경신 전망 https://slicast.com/article/czmx9w Slicast en 2026-11-11T21:03:00.000Z Nebius Stock (NBIS https://slicast.com/zh/article/czmx9w Slicast zh-cn 2026-11-11T21:03:00.000Z Nebius 今日盘前公布 Q3 财报,市场预期营收 $9.70 亿(同比+563%),期权隐含波动率达 17% https://slicast.com/ko/article/czmx9w Slicast ko 2026-11-11T21:03:00.000Z Nebius 주가 (NBIS https://slicast.com/article/1p41w7p Slicast en 2026-11-11T21:02:00.000Z Micron Soars 10%, SK Hynix Up 9% as CoreWeave Raises Outlook on "A Breakout Quarter" https://slicast.com/zh/article/1p41w7p Slicast zh-cn 2026-11-11T21:02:00.000Z CoreWeave 财报引爆 Neocloud 全线反弹:Nebius +15%、Oracle +9%、Micron +10%、AMD +8% https://slicast.com/ko/article/1p41w7p Slicast ko 2026-11-11T21:02:00.000Z Micron 10% 급등, SK하이닉스 9% 상승… CoreWeave, "돌파구 같은 분기"에 실적 전망 상향 https://slicast.com/commentary/oracle-2026-11-11 Slicast en 2026-11-11T21:00:13.349Z Oracle OCI: $20 Billion Capital Raise, AI Infrastructure Buildout, and Contract Headwinds, November 2026 https://slicast.com/zh/commentary/oracle-2026-11-11 Slicast zh-cn 2026-11-11T21:00:13.349Z 甲骨文OCI：200亿美元融资、AI基础设施扩张与合同逆风，2026年11月 https://slicast.com/article/1m1vrfy Slicast en 2026-11-11T20:50:00.000Z NextNRG Announces Nasdaq Delisting Determination; Trading https://slicast.com/zh/article/1m1vrfy Slicast zh-cn 2026-11-11T20:50:00.000Z NextNRG宣布纳斯达克退市决定；交易 https://slicast.com/ko/article/1m1vrfy Slicast ko 2026-11-11T20:50:00.000Z NextNRG, Nasdaq 상장폐지 결정 발표; 거래 https://slicast.com/commentary/intel-2026-11-11 Slicast en 2026-11-11T20:45:23.428Z Intel Stock, November 2026: +8% Rebound After a 53% Quarterly Decline https://slicast.com/zh/commentary/intel-2026-11-11 Slicast zh-cn 2026-11-11T20:45:23.428Z 英特尔股票2026年11月：季度跌幅53%背景下单日反弹8%的意义 https://slicast.com/commentary/applied-digital-2026-11-11 Slicast en 2026-11-11T20:36:13.309Z Applied Digital (APLD) Financing and CoreWeave Concentration, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-11 Slicast zh-cn 2026-11-11T20:36:13.309Z Applied Digital（APLD）融资缺口与CoreWeave集中风险，2026年11月 https://slicast.com/commentary/micron-2026-11-11 Slicast en 2026-11-11T20:24:00.156Z Micron Technology AI Memory Supply and CXMT Risk, November 2026 https://slicast.com/zh/commentary/micron-2026-11-11 Slicast zh-cn 2026-11-11T20:24:00.156Z 美光科技AI存储供应与长鑫存储竞争风险，2026年11月 https://slicast.com/brief/2026-11-12 Slicast en 2026-11-11T20:08:18.901Z Latest AI Infrastructure News: November 12, 2026 https://slicast.com/zh/brief/2026-11-12 Slicast zh-cn 2026-11-11T20:08:18.901Z AI 基础设施新闻早报 · 2026年11月12日 https://slicast.com/ko/brief/2026-11-12 Slicast ko 2026-11-11T20:08:18.901Z 최신 AI 인프라 뉴스 · 2026년 11월 12일 https://slicast.com/article/1yqs7yk Slicast en 2026-11-11T19:48:05.000Z Stocks climbed after CoreWeave's results eased concerns about AI spending, lifting AI infrastructure names. https://slicast.com/zh/article/1yqs7yk Slicast zh-cn 2026-11-11T19:48:05.000Z CoreWeave公布业绩后，市场对人工智能支出放缓的担忧有所缓解，股价因此上涨，带动人工智能基础设施板块走高。 https://slicast.com/ko/article/1yqs7yk Slicast ko 2026-11-11T19:48:05.000Z 주가는 CoreWeave의 실적 발표로 AI 투자에 대한 우려가 완화되면서 상승했고, 이에 AI 인프라 관련 종목들도 함께 올랐다. https://slicast.com/article/1nxsl3y Slicast en 2026-11-11T19:35:11.000Z The Ramp AI Index shows US corporate AI spending rose just 1.65 percent in October 2026 to a new high, with growth slowing while one percent of companies still drive 80 percent of revenue. https://slicast.com/zh/article/1nxsl3y Slicast zh-cn 2026-11-11T19:35:11.000Z Ramp AI Index显示，2026年10月美国企业人工智能支出创下新高，但增幅仅为1.65%，且仅1%的企业仍贡献了80%的收入。 https://slicast.com/ko/article/1nxsl3y Slicast ko 2026-11-11T19:35:11.000Z Ramp AI Index에 따르면 2026년 10월 미국 기업의 AI 지출은 1.65% 증가해 새로운 최고치를 기록했으나, 성장세는 둔화되고 있으며 여전히 1%의 기업이 매출의 80%를 견인하고 있다. https://slicast.com/article/n4ftp3 Slicast en 2026-11-11T18:44:00.000Z Data Center Cooling Market to Reach US$ 42 Bn by 2031, Growing at 16.5% CAGR as AI Racks Push Cooling From Air to Liquid: Wissen Research https://slicast.com/zh/article/n4ftp3 Slicast zh-cn 2026-11-11T18:44:00.000Z 数据中心冷却市场到2031年将达US$42 Bn，年复合增长率16.5%，AI机架推动冷却方式从风冷转向液冷：Wissen Research https://slicast.com/article/1uvh4uv Slicast en 2026-11-11T18:00:00.000Z AirTrunk and European Energy have struck an agreement on a $1.5 billion clean power push. https://slicast.com/zh/article/1uvh4uv Slicast zh-cn 2026-11-11T18:00:00.000Z AirTrunk与European Energy就一项15亿美元的清洁电力计划达成协议。 https://slicast.com/ko/article/1uvh4uv Slicast ko 2026-11-11T18:00:00.000Z AirTrunk와 European Energy는 15억 달러 규모의 청정 전력 확대를 위한 계약을 체결했다. https://slicast.com/article/tfaawi Slicast en 2026-11-11T17:58:11.000Z Germany's E.ON is exploring former nuclear power plant sites as locations for AI data centres. https://slicast.com/zh/article/tfaawi Slicast zh-cn 2026-11-11T17:58:11.000Z 德国E.ON正在探索将已退役的核电站厂址用作人工智能数据中心选址。 https://slicast.com/ko/article/tfaawi Slicast ko 2026-11-11T17:58:11.000Z 독일의 E.ON이 AI 데이터센터 부지로 과거 원자력 발전소 부지를 검토하고 있다. https://slicast.com/article/14188gs Slicast en 2026-11-11T17:45:00.000Z WSJ reports that CoreWeave has found a workaround to its capital constraints, though the solution is described as only a temporary fix. https://slicast.com/zh/article/14188gs Slicast zh-cn 2026-11-11T17:45:00.000Z 《华尔街日报》报道称，CoreWeave找到了应对资本约束的变通办法，但这一方案被描述为暂时性的。 https://slicast.com/ko/article/14188gs Slicast ko 2026-11-11T17:45:00.000Z WSJ는 CoreWeave가 자본 제약을 우회할 방법을 찾았다고 보도했으나, 이 해법은 임시방편에 불과한 것으로 묘사됐다. https://slicast.com/article/1j0vvrt Slicast en 2026-11-11T17:15:20.000Z Nvidia has appointed a law firm to investigate reports of CEO Jensen Huang's affair with a suspected Chinese spy. https://slicast.com/zh/article/1j0vvrt Slicast zh-cn 2026-11-11T17:15:20.000Z 英伟达已聘请律师事务所，调查首席执行官黄仁勋与一名涉嫌为中国间谍的人员之间的婚外情指控。 https://slicast.com/ko/article/1j0vvrt Slicast ko 2026-11-11T17:15:20.000Z Nvidia가 CEO 젠슨 황의 중국 간첩 혐의자와의 불륜 의혹에 대한 보도를 조사하기 위해 법률 사무소를 선임했다. https://slicast.com/article/azprdk Slicast en 2026-11-11T17:13:28.000Z A consortium plans a 400MW hyperscale AI data center in Oman, and US cloud computing firm Crusoe has indicated interest as a potential off-taker for the project's data center capacity. https://slicast.com/zh/article/azprdk Slicast zh-cn 2026-11-11T17:13:28.000Z 一个财团计划在阿曼建设一座400兆瓦的超大规模人工智能数据中心，美国云计算公司Crusoe表示有意成为该项目数据中心容量的潜在承购方。 https://slicast.com/ko/article/azprdk Slicast ko 2026-11-11T17:13:28.000Z 컨소시엄은 오만에 400MW 규모의 하이퍼스케일 AI 데이터센터를 건설할 계획이며, 미국 클라우드 컴퓨팅 기업 Crusoe가 이 프로젝트의 데이터센터 용량에 대한 잠재적 오프테이커로서 관심을 표명했다. https://slicast.com/article/n6hjbm Slicast en 2026-11-11T17:13:19.000Z US officials are pushing to speed up grid connections for data centers as the buildout accelerates. https://slicast.com/zh/article/n6hjbm Slicast zh-cn 2026-11-11T17:13:19.000Z 美国官员正推动加快数据中心的电网接入，以配合人工智能数据中心建设提速。 https://slicast.com/ko/article/n6hjbm Slicast ko 2026-11-11T17:13:19.000Z 미국 당국은 데이터센터 구축이 가속화됨에 따라 데이터센터의 전력망 연결 절차를 앞당기기 위해 노력하고 있다. https://slicast.com/article/1y4t68m Slicast en 2026-11-11T17:11:23.000Z Ohio State University will migrate its infrastructure to Microsoft Azure under a five-year partnership. https://slicast.com/zh/article/1y4t68m Slicast zh-cn 2026-11-11T17:11:23.000Z 俄亥俄州立大学将根据一项为期五年的合作协议，把其基础设施迁移至微软Azure。 https://slicast.com/ko/article/1y4t68m Slicast ko 2026-11-11T17:11:23.000Z 오하이오주립대학교는 5년간의 파트너십에 따라 인프라를 Microsoft Azure로 이전할 예정이다. https://slicast.com/article/1xhkbe5 Slicast en 2026-11-11T17:07:19.000Z Constellation is pursuing hybrid capacity contracts that pair its existing nuclear fleet with batteries, generation and demand response, alongside nuclear uprates. https://slicast.com/zh/article/1xhkbe5 Slicast zh-cn 2026-11-11T17:07:19.000Z Constellation正推进混合容量合同，将其现有核电机组与电池、发电设施和需求响应相结合，同时推进核电机组功率提升项目。 https://slicast.com/ko/article/1xhkbe5 Slicast ko 2026-11-11T17:07:19.000Z Constellation은 기존 원전 설비에 배터리, 발전 및 수요 반응을 결합하는 하이브리드 용량 계약과 원전 출력 증강을 추진하고 있다. https://slicast.com/article/hleooi Slicast en 2026-11-11T16:40:59.000Z Lawmakers have called for a federal probe of Nvidia CEO Jensen Huang over an alleged affair with a Chinese spy and urged him to resign. https://slicast.com/zh/article/hleooi Slicast zh-cn 2026-11-11T16:40:59.000Z 议员们呼吁对英伟达首席执行官黄仁勋（Jensen Huang）涉嫌与一名中国间谍有婚外情一事展开联邦调查，并要求其辞职。 https://slicast.com/ko/article/hleooi Slicast ko 2026-11-11T16:40:59.000Z 국회의원들이 젠슨 황 엔비디아 CEO가 중국 간첩과 불륜 관계를 맺었다는 의혹과 관련해 연방 차원의 조사를 요구하고, 그에게 사임을 촉구했다. https://slicast.com/article/19y6vob Slicast en 2026-11-11T16:40:54.000Z BloombergNEF estimates that gas-fired power plants built to serve data centers will raise US power-sector emissions by 10%. https://slicast.com/zh/article/19y6vob Slicast zh-cn 2026-11-11T16:40:54.000Z 彭博新能源财经（BloombergNEF）预测，为满足数据中心需求而新建的燃气发电厂将使美国电力行业排放量增加10%。 https://slicast.com/ko/article/19y6vob Slicast ko 2026-11-11T16:40:54.000Z BloombergNEF는 데이터센터에 전력을 공급하기 위해 건설되는 가스발전소가 미국 전력 부문의 배출량을 10% 늘릴 것으로 추정했다. https://slicast.com/article/v61zqq Slicast en 2026-11-11T16:33:51.000Z TeraWulf's high-performance computing (HPC) business now generates 83% of its revenue, which the Futurum Group describes as the completion of its AI pivot. https://slicast.com/zh/article/v61zqq Slicast zh-cn 2026-11-11T16:33:51.000Z TeraWulf的高性能计算业务目前占其营收的83%，Futurum Group认为其人工智能转型已经完成。 https://slicast.com/ko/article/v61zqq Slicast ko 2026-11-11T16:33:51.000Z TeraWulf의 고성능 컴퓨팅(HPC) 사업은 현재 매출의 83%를 창출하고 있으며, Futurum Group은 이를 AI 전환의 완성으로 평가했다. https://slicast.com/article/1edk4xi Slicast en 2026-11-11T16:30:00.000Z Plaintiffs have filed a RICO racketeering lawsuit against OpenAI and Georgia county leaders over a $30 billion AI data center, alleging fraud and concealment through non-disclosure agreements (NDAs) a https://slicast.com/zh/article/1edk4xi Slicast zh-cn 2026-11-11T16:30:00.000Z 原告已对OpenAI及佐治亚州某县领导层提起RICO诉讼，指控其围绕一座耗资300亿美元的人工智能数据中心项目实施欺诈与隐瞒，涉及保密协议及误导性公开声明。 https://slicast.com/ko/article/1edk4xi Slicast ko 2026-11-11T16:30:00.000Z 원고 측이 OpenAI와 조지아주 카운티 지도자들을 상대로 300억 달러 규모 AI 데이터센터와 관련해 RICO(연방 조직범죄 처벌법) 위반 소송을 제기했다. 원고들은 비밀유지계약(NDA)과 오해의 소지가 있는 대외 발표를 통해 사기와 은폐가 이루어졌다고 주장하고 있다. https://slicast.com/article/bv04zc Slicast en 2026-11-11T16:29:00.000Z The Information reports that AI inference startups are quietly purchasing their own chips. https://slicast.com/zh/article/bv04zc Slicast zh-cn 2026-11-11T16:29:00.000Z 据The Information报道，人工智能推理初创企业正悄然自购芯片。 https://slicast.com/ko/article/bv04zc Slicast ko 2026-11-11T16:29:00.000Z AI 추론 스타트업들이 자체 칩을 조용히 구매하고 있다고 The Information이 보도했다. https://slicast.com/article/37ktpk Slicast en 2026-11-11T16:21:44.000Z Google-backed Tapestry has finished deploying its HyperQ AI platform for PJM's Cycle 1 interconnection review, and claims the process was completed 60 times faster than manual work. https://slicast.com/zh/article/37ktpk Slicast zh-cn 2026-11-11T16:21:44.000Z 谷歌支持的Tapestry已完成其HyperQ人工智能平台在PJM的Cycle 1并网审查中的部署，并称该流程比人工处理快60倍。 https://slicast.com/ko/article/37ktpk Slicast ko 2026-11-11T16:21:44.000Z Google 출자 기업 Tapestry가 PJM의 1차 계통연결 검토를 위한 HyperQ AI 플랫폼 배포를 완료했으며, 수작업 대비 해당 절차를 60배 빠르게 마쳤다고 밝혔다. https://slicast.com/article/1cb58v9 Slicast en 2026-11-11T16:14:44.000Z OpenAI's quarterly revenue has reportedly crossed $10 billion for the first time, according to TechCrunch. https://slicast.com/zh/article/1cb58v9 Slicast zh-cn 2026-11-11T16:14:44.000Z 据TechCrunch报道，OpenAI的季度营收据称首次突破100亿美元。 https://slicast.com/ko/article/1cb58v9 Slicast ko 2026-11-11T16:14:44.000Z OpenAI의 분기 매출이 처음으로 100억 달러를 넘어섰다고 TechCrunch가 보도했다. https://slicast.com/article/1dwat3z Slicast en 2026-11-11T16:14:26.000Z Taiwan's 'DRAM Godfather' argues that China's CXMT will flood the memory market with supply. https://slicast.com/zh/article/1dwat3z Slicast zh-cn 2026-11-11T16:14:26.000Z 台湾被誉为'存储芯片教父'的人物认为，中国CXMT（长鑫存储）将使大量产能涌入存储市场。 https://slicast.com/ko/article/1dwat3z Slicast ko 2026-11-11T16:14:26.000Z 대만의 'DRAM 대부'는 중국 CXMT가 메모리 시장에 공급 물량을 쏟아낼 것이라고 주장한다. https://slicast.com/article/10esnp3 Slicast en 2026-11-11T16:13:37.000Z Goodman NZ is exploring a data centre opportunity at Penrose, according to BusinessDesk. https://slicast.com/zh/article/10esnp3 Slicast zh-cn 2026-11-11T16:13:37.000Z 据BusinessDesk报道，古德曼集团新西兰分部正在评估其在Penrose的数据中心机会。 https://slicast.com/ko/article/10esnp3 Slicast ko 2026-11-11T16:13:37.000Z Goodman NZ는 BusinessDesk에 따르면 Penrose에서 데이터센터 사업 기회를 검토 중이다. https://slicast.com/article/ylrtzh Slicast en 2026-11-11T16:12:38.000Z Following its latest results, CoreWeave shares soared after the company eased investor fears about its debt, according to Bloomberg. https://slicast.com/zh/article/ylrtzh Slicast zh-cn 2026-11-11T16:12:38.000Z 在最新业绩公布后，CoreWeave股价大涨，此前投资者对其债务的担忧有所缓解，据彭博社报道。 https://slicast.com/ko/article/ylrtzh Slicast ko 2026-11-11T16:12:38.000Z CoreWeave 주가는 최근 실적 발표 이후 급등했으며, 회사가 부채에 대한 투자자들의 우려를 완화한 것으로 블룸버그가 보도했다. https://slicast.com/article/wqfr7c Slicast en 2026-11-11T16:11:44.000Z The University of Alabama is building a statewide High Performance Computing Center with Dell Technologies to provide advanced computing and data infrastructure for research and education. https://slicast.com/zh/article/wqfr7c Slicast zh-cn 2026-11-11T16:11:44.000Z 阿拉巴马大学正与戴尔科技合作，建设一座覆盖全州的高性能计算中心，为科研与教育提供先进的计算及数据基础设施。 https://slicast.com/ko/article/wqfr7c Slicast ko 2026-11-11T16:11:44.000Z The University of Alabama(앨라배마대학교)는 Dell Technologies와 함께 연구 및 교육을 위한 첨단 컴퓨팅 및 데이터 인프라를 제공하는 주 단위 고성능 컴퓨팅 센터(High Performance Computing Center)를 구축하고 있다. https://slicast.com/article/gh91bx Slicast en 2026-11-11T16:08:31.000Z TrendForce forecasts PC DRAM prices will rise 13–18% in 4Q26, while notebook sales sagged in 3Q26. https://slicast.com/zh/article/gh91bx Slicast zh-cn 2026-11-11T16:08:31.000Z TrendForce预测，2026年第四季度个人电脑用动态随机存取存储器价格将上涨13–18%，同时2026年第三季度笔记本电脑销量下滑。 https://slicast.com/ko/article/gh91bx Slicast ko 2026-11-11T16:08:31.000Z TrendForce는 2026년 4분기 PC D램 가격이 13~18% 상승할 것으로 전망했으며, 2026년 3분기 노트북 판매는 부진했다. https://slicast.com/article/rielyd Slicast en 2026-11-11T16:00:00.000Z FuelCell Energy has introduced a new testbed to advance power solutions for AI data centers. https://slicast.com/zh/article/rielyd Slicast zh-cn 2026-11-11T16:00:00.000Z FuelCell Energy推出了一个新的测试平台，旨在推动人工智能数据中心供电技术的发展。 https://slicast.com/ko/article/rielyd Slicast ko 2026-11-11T16:00:00.000Z FuelCell Energy, AI 데이터센터용 전력 솔루션 고도화를 위한 신규 테스트베드를 선보였다. https://slicast.com/article/1ynu5x2 Slicast en 2026-11-11T16:00:00.000Z Meta Wins CNCF End User Case Study Contest for Accelerating AI Infrastructure Deployments From Hours to Minutes https://slicast.com/zh/article/1ynu5x2 Slicast zh-cn 2026-11-11T16:00:00.000Z Meta赢得CNCF终端用户案例大赛，其加速AI基础设施部署从数小时缩短至数分钟 https://slicast.com/ko/article/1ynu5x2 Slicast ko 2026-11-11T16:00:00.000Z Meta, CNCF 엔드 유저 사례 연구 공모전 수상…AI 인프라 배포 시간을 수 시간에서 수 분으로 단축 https://slicast.com/article/1hpytq3 Slicast en 2026-11-11T15:59:07.000Z AWS CEO Matt Garman says AI inference is still under 1% of its eventual scale. https://slicast.com/zh/article/1hpytq3 Slicast zh-cn 2026-11-11T15:59:07.000Z 亚马逊云科技首席执行官Matt Garman表示，人工智能推理目前仍不足其最终规模的1%。 https://slicast.com/ko/article/1hpytq3 Slicast ko 2026-11-11T15:59:07.000Z AWS CEO Matt Garman는 AI 추론이 최종 규모의 1% 미만에 머물러 있다고 말했다. https://slicast.com/article/bkuhk Slicast en 2026-11-11T15:55:00.000Z RUM Group reported a record $96.6M quarter, with Quake AI booking $68.2M in its first full period. https://slicast.com/zh/article/bkuhk Slicast zh-cn 2026-11-11T15:55:00.000Z RUM Group公布创纪录的9660万美元季度业绩，Quake AI在首个完整报告期录得6820万美元。 https://slicast.com/ko/article/bkuhk Slicast ko 2026-11-11T15:55:00.000Z RUM Group, 사상 최대 분기 매출 9,660만 달러 보고... Quake AI, 첫 전체 분기에 6,820만 달러 수주. Let me correct that to a clean translation: RUM Group, 사상 최고 분기 실적 9,660만 달러 발표... Quake AI, 첫 정식 분기에 6,820만 달러 계약 확보. https://slicast.com/article/1y65wot Slicast en 2026-11-11T15:52:42.000Z Japan Edge Data Center Services Market Size, Share, and https://slicast.com/zh/article/1y65wot Slicast zh-cn 2026-11-11T15:52:42.000Z 日本边缘数据中心服务市场规模、份额及 https://slicast.com/ko/article/1y65wot Slicast ko 2026-11-11T15:52:42.000Z Japan Edge Data Center Services Market 규모, 점유율 및 https://slicast.com/article/alp14t Slicast en 2026-11-11T15:41:59.000Z Chosun Ilbo reports AI infrastructure is shifting toward LPDDR memory and CPUs to improve cost efficiency. https://slicast.com/zh/article/alp14t Slicast zh-cn 2026-11-11T15:41:59.000Z 报道称，人工智能基础设施正转向低功耗双倍速率内存和中央处理器（CPU），以提高成本效益。 https://slicast.com/ko/article/alp14t Slicast ko 2026-11-11T15:41:59.000Z 조선일보는 AI 인프라가 비용 효율성을 높이기 위해 LPDDR 메모리와 CPU 중심으로 옮겨가고 있다고 보도했다. https://slicast.com/article/mdacvl Slicast en 2026-11-11T15:37:45.000Z AWS will launch its first cloud infrastructure region in Chile, investing more than $4 billion. https://slicast.com/zh/article/mdacvl Slicast zh-cn 2026-11-11T15:37:45.000Z 亚马逊云科技（AWS）将在智利推出首个云基础设施区域，投资额超过40亿美元。 https://slicast.com/ko/article/mdacvl Slicast ko 2026-11-11T15:37:45.000Z AWS는 칠레에 첫 번째 클라우드 인프라 리전을 구축하며, 40억 달러 이상을 투자할 예정이다. https://slicast.com/article/149db7m Slicast en 2026-11-11T15:33:00.000Z Reuters reports that CoreWeave's results eased AI bubble fears, sparking a rally in AI cloud stocks and lifting Nvidia. https://slicast.com/zh/article/149db7m Slicast zh-cn 2026-11-11T15:33:00.000Z 路透社报道称，CoreWeave的业绩缓解了人工智能泡沫担忧，带动人工智能云股票上涨，并推动英伟达股价走高。 https://slicast.com/ko/article/149db7m Slicast ko 2026-11-11T15:33:00.000Z Reuters 보도에 따르면, CoreWeave의 실적이 AI 거품 우려를 완화하면서 AI 클라우드 관련 주식이 반등했고 Nvidia 주가도 상승했다. https://slicast.com/article/rqqumx Slicast en 2026-11-11T15:29:58.000Z London-based Fractile secured a €649 million Series C round at a reported $7 billion valuation to challenge Nvidia. https://slicast.com/zh/article/rqqumx Slicast zh-cn 2026-11-11T15:29:58.000Z 总部位于伦敦的Fractile获得6.49亿欧元C轮融资，据报道估值70亿美元，意在挑战英伟达。 https://slicast.com/ko/article/rqqumx Slicast ko 2026-11-11T15:29:58.000Z 런던에 본사를 둔 Fractile이 보도된 기업가치 70억 달러로 6억 4,900만 유로 규모의 시리즈 C 투자 유치에 성공하며 Nvidia에 도전장을 내밀었다. https://slicast.com/article/hsu7z9 Slicast en 2026-11-11T15:25:00.000Z Analyst Arthur Chiao says TSMC will not enter DRAM and warns that CXMT capacity could flood the market in two years. https://slicast.com/zh/article/hsu7z9 Slicast zh-cn 2026-11-11T15:25:00.000Z 分析师Arthur Chiao表示，台积电不会涉足动态随机存取存储器业务，并警告称两年内长鑫存储的产能可能引发市场供过于求。 https://slicast.com/ko/article/hsu7z9 Slicast ko 2026-11-11T15:25:00.000Z Analyst Arthur Chiao says TSMC will not enter DRAM and warns that CXMT capacity could flood the market in two years. Translation: 애널리스트 Arthur Chiao는 TSMC가 DRAM 사업에 진출하지 않을 것이라고 밝혔으며, CXMT의 생산능력이 2년 https://slicast.com/article/1ms4lkk Slicast en 2026-11-11T15:21:37.000Z SBS reports that about 10 trillion won worth of advanced chips was leaked to China, with a husband suspected of involvement. https://slicast.com/zh/article/1ms4lkk Slicast zh-cn 2026-11-11T15:21:37.000Z SBS报道称，约10万亿韩元的先进芯片据称被泄露至中国，一名丈夫被怀疑涉案。 https://slicast.com/ko/article/1ms4lkk Slicast ko 2026-11-11T15:21:37.000Z SBS는 약 10조 원 규모의 첨단 반도체가 중국으로 유출됐으며, 남편이 관련된 것으로 의심된다고 보도했다. https://slicast.com/article/1i4onj8 Slicast en 2026-11-11T15:15:01.000Z Shanghai Hejing (上海合晶) revised its private placement plan, dropping the working-capital top-up and adding 700 million yuan for 12-inch silicon wafers, with about 70% of the expansion funded by debt, m https://slicast.com/zh/article/1i4onj8 Slicast zh-cn 2026-11-11T15:15:01.000Z 上海合晶调整定增方案，取消补充流动资金项目，新增7亿元投入12英寸硅片扩产，扩产资金约七成依靠举债，主要来自银团贷款。 https://slicast.com/ko/article/1i4onj8 Slicast ko 2026-11-11T15:15:01.000Z 상하이 허징(Shanghai Hejing)은 사모 발행 계획을 수정하여 운전자본 보충 항목을 제외하고, 12인치 실리콘 웨이퍼 증설에 7억 위안을 추가했다. 증설 자금의 약 70%는 주로 신디케이트 은행 대출로 조달된다. https://slicast.com/article/m8eiij Slicast en 2026-11-11T15:05:33.000Z A report citing records says a China military-linked university bought Nvidia H200 chips despite being on the US blacklist. https://slicast.com/zh/article/m8eiij Slicast zh-cn 2026-11-11T15:05:33.000Z 一份援引记录的报道称，与军方有关联的中国大学尽管身处美国黑名单之列，仍购入了英伟达H200芯片。 https://slicast.com/ko/article/m8eiij Slicast ko 2026-11-11T15:05:33.000Z 미국 블랙리스트에 올라 있는 중국 군과 연계된 대학이 엔비디아 H200 칩을 구매했다고, 관련 기록을 인용한 보고서가 전했다. https://slicast.com/article/86lf70 Slicast en 2026-11-11T15:03:08.000Z Tom's Hardware reports SpaceX is developing a 'Kessel' rack-scale system with 72 Nvidia Rubin GPUs and an 84-layer PCB midplane for data centers in space. https://slicast.com/zh/article/86lf70 Slicast zh-cn 2026-11-11T15:03:08.000Z Tom's Hardware报道，SpaceX据称正在开发名为'Kessel'的机架级系统，搭载72颗英伟达Rubin图形处理器，并采用84层印刷电路板中板，用于太空数据中心。 https://slicast.com/ko/article/86lf70 Slicast ko 2026-11-11T15:03:08.000Z Tom's Hardware는 SpaceX가 우주 데이터센터를 위해 Nvidia Rubin GPU 72개와 84층 PCB 미드플레인을 탑재한 'Kessel' 랙 스케일 시스템을 개발 중이라고 보도했다. https://slicast.com/article/1r9qrez Slicast en 2026-11-11T14:58:00.000Z The Daily Caller reports that China continues to find ways around US chip export controls. https://slicast.com/zh/article/1r9qrez Slicast zh-cn 2026-11-11T14:58:00.000Z 该报道称，中国持续想方设法规避美国的芯片出口管制。 https://slicast.com/ko/article/1r9qrez Slicast ko 2026-11-11T14:58:00.000Z The Daily Caller는 중국이 미국의 반도체 수출 통제를 우회하는 방법을 계속 찾고 있다고 보도했다. https://slicast.com/article/1rzxfrz Slicast en 2026-11-11T14:40:08.000Z Bloomberg reports on global policies aimed at reducing data-center grid delays and lowering emissions. https://slicast.com/zh/article/1rzxfrz Slicast zh-cn 2026-11-11T14:40:08.000Z 彭博社报道称，全球各地正出台政策，旨在减少数据中心电网接入延误并降低排放。 https://slicast.com/ko/article/1rzxfrz Slicast ko 2026-11-11T14:40:08.000Z 블룸버그는 데이터센터의 전력망 연결 지연을 줄이고 배출량을 낮추기 위한 글로벌 정책들을 보도했다. https://slicast.com/article/1sbnfw8 Slicast en 2026-11-11T14:34:00.000Z Kraft Group plans a $16 billion data center campus in Sutton, Massachusetts, a 900MW project that would scale from two initial buildings to ten by 2033. https://slicast.com/zh/article/1sbnfw8 Slicast zh-cn 2026-11-11T14:34:00.000Z Kraft Group计划在马萨诸塞州萨顿镇建设一个投资160亿美元的数据中心园区，规模900兆瓦，并将从最初的两栋楼扩展到2033年前的十栋楼。 https://slicast.com/ko/article/1sbnfw8 Slicast ko 2026-11-11T14:34:00.000Z Kraft Group은 매사추세츠주 서튼(Sutton)에 160억 달러 규모의 데이터센터 캠퍼스를 계획하고 있으며, 이 프로젝트는 900MW 규모로 초기 건물 2개에서 2033년까지 10개 건물로 확장될 예정이다. https://slicast.com/article/274d76 Slicast en 2026-11-11T14:31:09.000Z Bloomberg reports Nvidia's bull case hinges on whether CEO Huang survives a China spy probe. https://slicast.com/zh/article/274d76 Slicast zh-cn 2026-11-11T14:31:09.000Z 彭博社报道称，英伟达的看涨逻辑取决于首席执行官黄仁勋能否度过一项中国间谍调查。 https://slicast.com/ko/article/274d76 Slicast ko 2026-11-11T14:31:09.000Z Bloomberg는 엔비디아의 강세 전망이 젠슨 황 CEO가 중국 간첩 수사를 무사히 넘길 수 있는지에 달려 있다고 보도했다. https://slicast.com/article/1eiqc2c Slicast en 2026-11-11T14:30:00.000Z A proposal from JGT2 Redevelopment for an AI data center at the former Androscoggin paper mill in Maine has resurfaced. https://slicast.com/zh/article/1eiqc2c Slicast zh-cn 2026-11-11T14:30:00.000Z JGT2 Redevelopment提出的、在缅因州前Androscoggin造纸厂旧址建设人工智能数据中心的方案重新浮出水面。 https://slicast.com/ko/article/1eiqc2c Slicast ko 2026-11-11T14:30:00.000Z JGT2 Redevelopment의 AI 데이터센터 제안이 메인주 Androscoggin 제지공장 부지를 대상으로 다시 제기되었다. https://slicast.com/article/1j3t6ss Slicast en 2026-11-11T14:29:43.000Z SoftBank took a $3.7 billion loss after cancelling gas turbine orders for AI data centers it no longer needed, days after denying Elon Musk's claim that it was defaulting on those orders. https://slicast.com/zh/article/1j3t6ss Slicast zh-cn 2026-11-11T14:29:43.000Z 软银因取消为人工智能数据中心订购的燃气轮机订单，计提37亿美元损失；此前数日，该公司刚否认埃隆·马斯克关于其违约的指控。 https://slicast.com/ko/article/1j3t6ss Slicast ko 2026-11-11T14:29:43.000Z SoftBank은 더 이상 필요하지 않게 된 AI 데이터센터용 가스터빈 주문을 취소하면서 37억 달러의 손실을 기록했다. 이는 SoftBank가 해당 주문을 이행하지 못하고 있다는 Elon Musk의 주장을 부인한 지 며칠 만의 일이다. https://slicast.com/article/13hhcp5 Slicast en 2026-11-11T14:26:51.000Z Oak Hill Capital is set to acquire fiber provider Wyyerd Group Holdings, supporting its Arizona and California expansion plans, while Carlyle remains a minority investor. https://slicast.com/zh/article/13hhcp5 Slicast zh-cn 2026-11-11T14:26:51.000Z Oak Hill Capital拟收购光纤服务商Wyyerd Group Holdings，以支持其在亚利桑那州和加利福尼亚州的扩张计划，凯雷集团仍为少数股东。 https://slicast.com/ko/article/13hhcp5 Slicast ko 2026-11-11T14:26:51.000Z Oak Hill Capital은 광섬유 사업자 Wyyerd Group Holdings를 인수할 예정이며, 이번 인수는 Arizona 및 California 확장 계획을 뒷받침한다. Carlyle은 소수 투자자로 남는다. https://slicast.com/article/1ukc275 Slicast en 2026-11-11T14:25:20.000Z Anthropic claims its in-house model Mythos ported Claude to AMD GPUs in just three days, a switch that previously took months, and argues that AI is eroding Nvidia's CUDA lead. https://slicast.com/zh/article/1ukc275 Slicast zh-cn 2026-11-11T14:25:20.000Z Anthropic称，其内部模型Mythos仅用三天就将Claude移植到AMD图形处理器上，而此前此类切换需要数月，并认为人工智能正在削弱英伟达的CUDA优势。 https://slicast.com/ko/article/1ukc275 Slicast ko 2026-11-11T14:25:20.000Z Anthropic은 자사 모델 Mythos가 Claude를 AMD GPU로 단 3일 만에 이식했다고 주장했으며, 이는 과거 수개월이 걸리던 작업이라고 밝혔습니다. 회사는 이러한 변화가 Nvidia의 CUDA 우위를 약화시키고 있다고 주장합니다. https://slicast.com/article/m3b88p Slicast en 2026-11-11T14:20:01.000Z CoreWeave CEO Intrator told CNBC that he has cancelled his planned share sale program. https://slicast.com/zh/article/m3b88p Slicast zh-cn 2026-11-11T14:20:01.000Z CoreWeave首席执行官Intrator告诉CNBC，他已取消原定的股票出售计划。 https://slicast.com/ko/article/m3b88p Slicast ko 2026-11-11T14:20:01.000Z CoreWeave CEO 인트레이터는 CNBC와의 인터뷰에서 계획했던 주식 매각 프로그램을 취소했다고 밝혔다. https://slicast.com/article/1lahz4c Slicast en 2026-11-11T14:00:00.000Z Delta unveiled 'From-Grid-to-Chip' cooling innovations and new 800 VDC and ±400 VDC power architectures for AI infrastructure at SC26. https://slicast.com/zh/article/1lahz4c Slicast zh-cn 2026-11-11T14:00:00.000Z 台达电子在SC26上发布了“From-Grid-to-Chip”冷却创新方案，以及面向人工智能基础设施的全新800 VDC与±400 VDC供电架构。 https://slicast.com/ko/article/1lahz4c Slicast ko 2026-11-11T14:00:00.000Z Delta, SC26에서 AI 인프라를 위한 'From-Grid-to-Chip' 냉각 기술과 신규 800 VDC 및 ±400 VDC 전력 아키텍처를 공개했다. https://slicast.com/article/sjj0x8 Slicast en 2026-11-11T13:51:11.000Z US data brokers Mercor, Surge AI, and AfterQuery are reportedly selling roughly $500 million of RL training environments to Chinese AI labs, according to a report cited by The Decoder. https://slicast.com/zh/article/sjj0x8 Slicast zh-cn 2026-11-11T13:51:11.000Z 据The Decoder援引的报道，美国数据经纪商Mercor、Surge AI和AfterQuery据称正向中国人工智能实验室出售价值约5亿美元的强化学习训练环境。 https://slicast.com/ko/article/sjj0x8 Slicast ko 2026-11-11T13:51:11.000Z 미국 데이터 브로커 Mercor, Surge AI, AfterQuery가 중국 AI 연구소에 약 5억 달러 규모의 RL 학습 환경을 판매하고 있다고 The Decoder가 인용한 보도에서 전해졌다. https://slicast.com/article/12j7rdt Slicast en 2026-11-11T13:50:02.000Z Saudi Arabia's Public Investment Fund (PIF) is weighing securitizations and stake sales to raise cash from its portfolio companies, Reuters reports. https://slicast.com/zh/article/12j7rdt Slicast zh-cn 2026-11-11T13:50:02.000Z 据路透社报道，沙特阿拉伯公共投资基金（PIF）正考虑通过资产证券化和出售股权的方式，从其投资组合公司筹集资金。 https://slicast.com/ko/article/12j7rdt Slicast ko 2026-11-11T13:50:02.000Z Reuters에 따르면 사우디아라비아의 공공투자기금(PIF)은 포트폴리오 기업들로부터 현금을 조달하기 위해 자산유동화와 지분 매각을 검토 중이다. https://slicast.com/article/4r7esc Slicast en 2026-11-11T13:37:35.000Z According to The Indian Express, a Chinese military university on the US blacklist since 2001 reportedly bought Nvidia H200 chips despite US restrictions. https://slicast.com/zh/article/4r7esc Slicast zh-cn 2026-11-11T13:37:35.000Z 据The Indian Express报道，一所自2001年起被列入美国黑名单的中国军事类大学，尽管受到美国限制，仍据称购入了英伟达H200芯片。 https://slicast.com/ko/article/4r7esc Slicast ko 2026-11-11T13:37:35.000Z The Indian Express에 따르면, 2001년부터 미국 블랙리스트에 올라 있는 중국 군사대학이 미국의 제재에도 불구하고 Nvidia H200 칩을 구매한 것으로 전해졌다. https://slicast.com/article/1690el8 Slicast en 2026-11-11T13:35:00.000Z Ottawa, Kansas approved a 10-year data center moratorium, although the hyperscale project that sparked protests had already been canceled. https://slicast.com/zh/article/1690el8 Slicast zh-cn 2026-11-11T13:35:00.000Z 堪萨斯州渥太华市批准了为期10年的数据中心禁建令，尽管引发抗议的超大规模项目此前已被取消。 https://slicast.com/ko/article/1690el8 Slicast ko 2026-11-11T13:35:00.000Z 캔자스주 오타와시가 10년간의 데이터센터 건설 유예(모라토리엄)를 승인했다. 다만 항의를 촉발했던 하이퍼스케일 프로젝트는 이미 취소된 상태였다. https://slicast.com/article/12y308z Slicast en 2026-11-11T13:30:00.000Z Cognichip says its AI-assisted program can cut chip design time from months to days, with its Chief Product Officer explaining that automating labor-intensive tasks drives the gains. https://slicast.com/zh/article/12y308z Slicast zh-cn 2026-11-11T13:30:00.000Z Cognichip称，其人工智能辅助程序可将芯片设计周期从数月缩短至数天，其首席产品官解释称，劳动密集型任务的自动化是提速的关键。 https://slicast.com/ko/article/12y308z Slicast ko 2026-11-11T13:30:00.000Z Cognichip는 자사의 AI 기반 프로그램이 칩 설계 기간을 수개월에서 수일로 단축할 수 있다고 밝혔다. 최고제품책임자(CPO)는 노동 집약적인 작업을 자동화하는 것이 이러한 성과의 원동력이라고 설명했다. https://slicast.com/article/1mrid8u Slicast en 2026-11-11T13:04:44.000Z Three congressional committee chairs want Nvidia CEO Jensen Huang to attend a joint, closed-door briefing on the company's 'security protocols against foreign adversary espionage', and Congress could https://slicast.com/zh/article/1mrid8u Slicast zh-cn 2026-11-11T13:04:44.000Z 三位国会委员会主席希望英伟达首席执行官黄仁勋出席一场联合闭门简报会，就该公司“针对外国敌对势力间谍活动的安全协议”作出说明；若其今日前仍不回应，国会可能对其发出传票。 https://slicast.com/ko/article/1mrid8u Slicast ko 2026-11-11T13:04:44.000Z 세 명의 상원 위원회 위원장이 엔비디아 젠슨 황 CEO가 회사의 '외국 적대국 간첩 활동 대응 보안 프로토콜'에 관한 비공개 합동 브리핑에 참석하기를 원하고 있으며, 그가 오늘까지 응답하지 않으면 의회는 그에게 소환장을 발부할 수 있다. https://slicast.com/article/1hngn0l Slicast en 2026-11-11T13:04:00.000Z SBS News reports that chips worth 10 trillion won were leaked to China, with a husband suspected of complicity in the case. https://slicast.com/zh/article/1hngn0l Slicast zh-cn 2026-11-11T13:04:00.000Z SBS新闻报道称，价值10万亿韩元的芯片泄露至中国，其丈夫涉嫌在该案中共谋。 https://slicast.com/ko/article/1hngn0l Slicast ko 2026-11-11T13:04:00.000Z SBS 뉴스는 반도체 1조 원 규모가 중국으로 유출됐다고 보도했으며, 이 사건에 남편이 연루된 혐의를 받고 있다고 전했다. https://slicast.com/article/4iuh6x Slicast en 2026-11-11T13:03:40.000Z According to The Salt Lake Tribune, a proposed data center could be built right next to homes in Salt Lake City. https://slicast.com/zh/article/4iuh6x Slicast zh-cn 2026-11-11T13:03:40.000Z 据The Salt Lake Tribune报道，盐湖城拟建的一座数据中心可能紧邻居民住宅。 https://slicast.com/ko/article/4iuh6x Slicast ko 2026-11-11T13:03:40.000Z Salt Lake Tribune에 따르면, 솔트레이크시티에서 주택가 바로 옆에 데이터센터가 들어설 수 있는 계획이 제안되었다. https://slicast.com/article/pxdne9 Slicast en 2026-11-11T13:00:00.000Z Torus has launched Foundry, a modular AI infrastructure offering built for surging AI inference demand, and has secured $500M in funding. https://slicast.com/zh/article/pxdne9 Slicast zh-cn 2026-11-11T13:00:00.000Z Torus推出模块化AI基础设施产品Foundry，以应对急剧增长的AI推理需求，并已获得5亿美元融资。 https://slicast.com/ko/article/pxdne9 Slicast ko 2026-11-11T13:00:00.000Z Torus가 급증하는 AI 추론 수요에 맞춰 설계된 모듈형 AI 인프라 서비스 Foundry를 출시했으며, 5억 달러의 투자 유치를 확보했다. https://slicast.com/article/6uxf2e Slicast en 2026-11-11T12:49:00.000Z Munters announces investments to strengthen data center supply chain and capacity https://slicast.com/zh/article/6uxf2e Slicast zh-cn 2026-11-11T12:49:00.000Z Munters宣布投资,以加强数据中心供应链和产能 https://slicast.com/ko/article/6uxf2e Slicast ko 2026-11-11T12:49:00.000Z Munters, 데이터센터 공급망 및 생산능력 강화를 위한 투자 발표 https://slicast.com/article/5mtr2s Slicast en 2026-11-11T12:47:25.000Z A California regulator's October order directs PG&E, SCE and SDG&E to develop a joint DER orchestration framework and to more explicitly consider flexible demand. https://slicast.com/zh/article/5mtr2s Slicast zh-cn 2026-11-11T12:47:25.000Z 加州监管机构10月发布的命令要求PG&E、SCE和SDG&E共同制定DER（分布式能源资源）协同调度框架，并更明确地考虑灵活负荷。 https://slicast.com/ko/article/5mtr2s Slicast ko 2026-11-11T12:47:25.000Z 캘리포니아 규제당국은 10월 명령을 통해 PG&E, SCE, SDG&E에 공동 DER 오케스트레이션 프레임워크를 개발하고, 유연한 수요를 보다 명시적으로 고려하도록 지시했다. https://slicast.com/article/18v03jf Slicast en 2026-11-11T12:37:40.000Z TSMC has called AI chip demand 'insatiable' after a 59.7% October figure. https://slicast.com/zh/article/18v03jf Slicast zh-cn 2026-11-11T12:37:40.000Z 台积电称AI芯片需求旺盛到难以满足，其10月数据录得59.7%。 https://slicast.com/ko/article/18v03jf Slicast ko 2026-11-11T12:37:40.000Z TSMC는 10월 실적이 59.7% 증가한 가운데 AI 칩 수요를 "끝이 없다"고 평가했다. https://slicast.com/article/n8z93p Slicast en 2026-11-11T12:36:10.000Z Quantinuum has upgraded its Reimei quantum computer at Riken to the H2 version and has partnered with SoftBank for AI data center deployments. https://slicast.com/zh/article/n8z93p Slicast zh-cn 2026-11-11T12:36:10.000Z Quantinuum已将理化学研究所的Reimei量子计算机升级为H2版本，并与SoftBank合作推进AI数据中心部署。 https://slicast.com/ko/article/n8z93p Slicast ko 2026-11-11T12:36:10.000Z Quantinuum은 Riken에 설치된 Reimei 양자 컴퓨터를 H2 버전으로 업그레이드했으며, AI 데이터센터 구축을 위해 SoftBank와 파트너십을 맺었습니다. https://slicast.com/article/19lkbk9 Slicast en 2026-11-11T12:36:00.000Z Intel's Diamond Rapids Xeon 7, with 256 cores, is slated to appear in servers in 2027. https://slicast.com/zh/article/19lkbk9 Slicast zh-cn 2026-11-11T12:36:00.000Z 英特尔的Diamond Rapids Xeon 7将把256个核心带入2027年的服务器。 https://slicast.com/ko/article/19lkbk9 Slicast ko 2026-11-11T12:36:00.000Z Intel의 256코어 Diamond Rapids Xeon 7은 2027년 서버에 탑재될 예정이다. https://slicast.com/article/124og8c Slicast en 2026-11-11T12:33:24.000Z A military-linked Chinese university acquired Nvidia AI chips that are restricted under US export controls. https://slicast.com/zh/article/124og8c Slicast zh-cn 2026-11-11T12:33:24.000Z 一所与军方有关联的中国大学获得了受美国出口管制限制的英伟达AI芯片。 https://slicast.com/ko/article/124og8c Slicast ko 2026-11-11T12:33:24.000Z 중국의 군과 연계된 한 대학이 미국 수출 통제 대상인 엔비디아 AI 칩을 확보했다. https://slicast.com/article/s51hcn Slicast en 2026-11-11T12:31:52.000Z RUM Group Inc. reported record third-quarter 2026 results. https://slicast.com/zh/article/s51hcn Slicast zh-cn 2026-11-11T12:31:52.000Z RUM Group Inc.公布2026年第三季度创纪录业绩。 https://slicast.com/ko/article/s51hcn Slicast ko 2026-11-11T12:31:52.000Z RUM Group Inc.가 2026년 3분기 사상 최대 실적을 발표했다. https://slicast.com/article/1qi1spk Slicast en 2026-11-11T12:30:41.000Z DXN has signed a Pacific CLS contract with an unnamed Internet company, its fourth contract with the same customer. https://slicast.com/zh/article/1qi1spk Slicast zh-cn 2026-11-11T12:30:41.000Z DXN与一家未具名的互联网公司签署了Pacific CLS合同，这是其与该公司签订的第四份合同。 https://slicast.com/ko/article/1qi1spk Slicast ko 2026-11-11T12:30:41.000Z DXN은 익명의 인터넷 기업과 Pacific CLS 계약을 체결했다고 밝혔으며, 이는 같은 고객과의 네 번째 계약이다. https://slicast.com/article/t608tz Slicast en 2026-11-11T12:21:54.000Z Anthropic says it will not terminate its $41.3 billion Lambda deal despite a miss on a Texas lease. https://slicast.com/zh/article/t608tz Slicast zh-cn 2026-11-11T12:21:54.000Z Anthropic表示，尽管德州租约出现违约，它不会终止与Lambda价值413亿美元的合同。 https://slicast.com/ko/article/t608tz Slicast ko 2026-11-11T12:21:54.000Z Anthropic는 텍사스 임대 계약 미이행에도 불구하고 413억 달러 규모의 Lambda 계약을 해지하지 않겠다고 밝혔다. https://slicast.com/article/36ji6g Slicast en 2026-11-11T12:20:47.000Z A Taiwanese industry veteran predicts CXMT will flood the memory market within two years. https://slicast.com/zh/article/36ji6g Slicast zh-cn 2026-11-11T12:20:47.000Z 一位台湾业界资深人士预测，CXMT将在两年内冲击内存市场。 https://slicast.com/ko/article/36ji6g Slicast ko 2026-11-11T12:20:47.000Z 대만 업계 베테랑은 CXMT가 2년 안에 메모리 시장을 뒤덮을 것이라고 전망했다. https://slicast.com/article/2cua4c Slicast en 2026-11-11T12:19:07.000Z Anthropic has signed another $4.3 billion in compute agreements with Microsoft and may cancel its contract with neocloud Lambda. https://slicast.com/zh/article/2cua4c Slicast zh-cn 2026-11-11T12:19:07.000Z Anthropic与Microsoft新签43亿美元的算力协议，并可能取消与新兴GPU云服务商Lambda的合同。 https://slicast.com/ko/article/2cua4c Slicast ko 2026-11-11T12:19:07.000Z Anthropic은 Microsoft와 43억 달러 규모의 컴퓨팅 계약을 추가로 체결했으며, 네오클라우드 기업 Lambda와의 계약 해지를 검토하고 있다. https://slicast.com/article/21dzlp Slicast en 2026-11-11T12:07:46.000Z QumulusAI has expanded its Denver capacity by 1.2MW through a colocation deal that increases availability in the market. https://slicast.com/zh/article/21dzlp Slicast zh-cn 2026-11-11T12:07:46.000Z QumulusAI通过一项托管服务合作，在丹佛新增1.2MW容量，扩大了该市场的可用供给。 https://slicast.com/ko/article/21dzlp Slicast ko 2026-11-11T12:07:46.000Z QumulusAI는 colocation 계약을 통해 덴버 데이터센터 용량을 1.2MW 확대했으며, 이를 통해 해당 시장의 가용 용량이 늘어났습니다. https://slicast.com/article/1pnbplv Slicast en 2026-11-11T12:06:22.000Z Futurum Group says Core Scientific's AI pivot has reached an inflection point, with a 60% revenue surge validating the strategy. https://slicast.com/zh/article/1pnbplv Slicast zh-cn 2026-11-11T12:06:22.000Z Futurum Group称Core Scientific的AI转型已进入拐点，60%的营收增长印证了这一战略。 https://slicast.com/ko/article/1pnbplv Slicast ko 2026-11-11T12:06:22.000Z Futurum Group은 Core Scientific의 AI 전환이 변곡점에 도달했으며, 매출이 60% 급증한 것이 이 전략을 입증한다고 밝혔다. https://slicast.com/article/1rs8f6t Slicast en 2026-11-11T12:00:00.000Z AMD says its own IT infrastructure uses MEXT technology, acquired earlier this year, to run servers with DRAM capped at 50% while retaining 95% of performance. https://slicast.com/zh/article/1rs8f6t Slicast zh-cn 2026-11-11T12:00:00.000Z AMD表示，其自有IT基础设施利用今年早些时候收购的MEXT技术，将服务器DRAM容量限制在50%的情况下，仍保留95%的性能。 https://slicast.com/ko/article/1rs8f6t Slicast ko 2026-11-11T12:00:00.000Z AMD는 올해 초 인수한 MEXT 기술을 자사 IT 인프라에 적용해, DRAM 사용량을 50%로 제한하면서도 성능의 95%를 유지하고 있다고 밝혔다. https://slicast.com/article/1xhtixj Slicast en 2026-11-11T12:00:00.000Z Production of Airedale® Chillers for Data Center Customers Begins at New Texas Facility https://slicast.com/zh/article/1xhtixj Slicast zh-cn 2026-11-11T12:00:00.000Z Airedale®冷水机组面向数据中心客户的生产在位于德州的新工厂启动 https://slicast.com/ko/article/1xhtixj Slicast ko 2026-11-11T12:00:00.000Z 데이터센터 고객용 Airedale® 칠러 생산, 텍사스 신규 공장에서 개시 https://slicast.com/article/ohr236 Slicast en 2026-11-11T11:59:00.000Z Data Center Laminated Busbar Market worth $0.66 billion by 2031 | MarketsandMarkets™ https://slicast.com/zh/article/ohr236 Slicast zh-cn 2026-11-11T11:59:00.000Z 数据中心层压母线市场到2031年将达6.6亿美元 | MarketsandMarkets™ https://slicast.com/ko/article/ohr236 Slicast ko 2026-11-11T11:59:00.000Z 데이터 센터용 라미네이티드 부스바 시장, 2031년까지 6억 6천만 달러 규모 | MarketsandMarkets™ https://slicast.com/article/1dgtdst Slicast en 2026-11-11T11:43:00.000Z Yandex has restored 97% of customer data after drone attacks, with the remaining 3% permanently lost because the damaged equipment could not be recovered. https://slicast.com/zh/article/1dgtdst Slicast zh-cn 2026-11-11T11:43:00.000Z Yandex在无人机袭击后恢复了97%的客户数据，其余3%因设备受损而永久丢失。 https://slicast.com/ko/article/1dgtdst Slicast ko 2026-11-11T11:43:00.000Z Yandex는 드론 공격 이후 고객 데이터의 97%를 복구했으며, 손상된 장비를 복구할 수 없어 나머지 3%는 영구적으로 유실되었다. https://slicast.com/article/14bgyl6 Slicast en 2026-11-11T11:42:34.000Z A data center has been proposed within Cleveland's Union Trust Building in Ohio, with the owner seeking to partner with Hyperscape Digital despite a looming foreclosure sale and a local moratorium. https://slicast.com/zh/article/14bgyl6 Slicast zh-cn 2026-11-11T11:42:34.000Z 俄亥俄州克利夫兰市的联合信托大厦内拟建数据中心，业主希望与Hyperscape Digital合作，尽管该物业即将进行止赎拍卖，且当地实施了暂停建设令。 https://slicast.com/ko/article/14bgyl6 Slicast ko 2026-11-11T11:42:34.000Z 클리블랜드 유니언 트러스트 빌딩(오하이오주) 내에 데이터센터 건립이 제안되었으며, 소유주는 임박한 담보권 실행 경매와 지역 건축 유예 조치에도 불구하고 Hyperscape Digital과 협력을 추진하고 있다. https://slicast.com/article/ltc9xc Slicast en 2026-11-11T11:30:00.000Z The city of Starbase, Texas, the SpaceX company town, is set to vote on a proposed $24 billion gas-powered AI supercomputer data center to be built within its limits. https://slicast.com/zh/article/ltc9xc Slicast zh-cn 2026-11-11T11:30:00.000Z 德克萨斯州Starbase市（SpaceX公司镇）即将就一项拟建于其市域内、价值240亿美元的燃气AI超级计算机数据中心进行投票。 https://slicast.com/ko/article/ltc9xc Slicast ko 2026-11-11T11:30:00.000Z Texas 주 Starbase 시는 SpaceX의 기업 도시로, 시 경계 내에 건설될 240억 달러 규모의 가스 발전 방식 AI 슈퍼컴퓨터 데이터센터 제안에 대해 표결을 앞두고 있다. https://slicast.com/article/1qdq9c6 Slicast en 2026-11-11T11:16:00.000Z Lenovo has launched new ThinkSystem servers aimed at AI and high-performance computing workloads. https://slicast.com/zh/article/1qdq9c6 Slicast zh-cn 2026-11-11T11:16:00.000Z 联想推出面向AI与高性能计算（HPC）工作负载的全新ThinkSystem服务器。 https://slicast.com/ko/article/1qdq9c6 Slicast ko 2026-11-11T11:16:00.000Z Lenovo가 AI 및 고성능 컴퓨팅 워크로드를 겨냥한 신규 ThinkSystem 서버를 출시했다. https://slicast.com/article/1dd51xm Slicast en 2026-11-11T11:10:27.000Z CoreWeave beat revenue estimates in its latest earnings report and raised its full-year guidance, sending shares up 17% premarket. https://slicast.com/zh/article/1dd51xm Slicast zh-cn 2026-11-11T11:10:27.000Z CoreWeave在最新财报中营收超出市场预期,并上调全年业绩指引,盘前股价上涨17%。 https://slicast.com/ko/article/1dd51xm Slicast ko 2026-11-11T11:10:27.000Z CoreWeave는 최신 실적 발표에서 매출 추정치를 상회했으며 연간 가이던스를 상향 조정했고, 이에 따라 장전 거래에서 주가가 17% 상승했다. https://slicast.com/article/cu4yi1 Slicast en 2026-11-11T09:52:23.000Z SpaceX plans to invest about $24 billion in Starbase, Texas, for a natural-gas power plant and a supercomputing facility, and the city is set to vote on the proposal. https://slicast.com/zh/article/cu4yi1 Slicast zh-cn 2026-11-11T09:52:23.000Z SpaceX计划在得克萨斯州Starbase投资约240亿美元,用于建设一座天然气发电厂和一座超级计算设施,当地政府将就该提案进行表决。 https://slicast.com/ko/article/cu4yi1 Slicast ko 2026-11-11T09:52:23.000Z SpaceX는 텍사스주 Starbase에 천연가스 발전소와 슈퍼컴퓨팅 시설 건설을 위해 약 240억 달러를 투자할 계획이며, 해당 도시는 이 제안에 대한 표결을 앞두고 있다. https://slicast.com/article/1m78i12 Slicast en 2026-11-11T08:14:26.000Z Nvidia shares lost roughly $430 billion in market value amid allegations linking CEO Jensen Huang to a Chinese spy probe, with related reporting on U.S. scrutiny of Nvidia chip exports to China. https://slicast.com/zh/article/1m78i12 Slicast zh-cn 2026-11-11T08:14:26.000Z 英伟达股价因涉及首席执行官黄仁勋与中国间谍调查相关的指控而下跌,市值蒸发约4300亿美元;相关报道同时提及美国对英伟达对华芯片出口的审查。 https://slicast.com/ko/article/1m78i12 Slicast ko 2026-11-11T08:14:26.000Z Nvidia 주가, 젠슨 황 CEO의 중국 간첩 수사 연루 의혹으로 약 4,300억 달러 시가총액 증발; 미국의 대중국 Nvidia 칩 수출 조사 관련 보도도 함께 주목 https://slicast.com/article/1uebdxq Slicast en 2026-11-11T08:00:00.000Z Armada and Johnson Controls Launch Galleon Forge Two in Dublin, Bringing Sovereign AI Infrastructure Production to Europe https://slicast.com/zh/article/1uebdxq Slicast zh-cn 2026-11-11T08:00:00.000Z Armada与Johnson Controls在都柏林推出Galleon Forge Two,将主权AI基础设施生产引入欧洲 https://slicast.com/ko/article/1uebdxq Slicast ko 2026-11-11T08:00:00.000Z Armada와 Johnson Controls, 더블린에서 Galleon Forge Two 출시… 유럽에 주권 AI 인프라 생산 역량 도입