https://slicast.com/brief/2026-10-13 Slicast en 2026-10-12T20:07:34.499Z Latest AI Infrastructure News: October 13, 2026 https://slicast.com/zh/brief/2026-10-13 Slicast zh-cn 2026-10-12T20:07:34.499Z AI 基础设施新闻早报 · 2026年10月13日 https://slicast.com/ko/brief/2026-10-13 Slicast ko 2026-10-12T20:07:34.499Z 최신 AI 인프라 뉴스 · 2026년 10월 13일 https://slicast.com/article/w5s0a8 Slicast en 2026-10-12T19:48:14.000Z Intel's Crescent Island AI inference accelerator will ship as the GPU D-Series family, promising 1.3 PFLOPS of FP8 compute and up to 480 GB of memory. https://slicast.com/zh/article/w5s0a8 Slicast zh-cn 2026-10-12T19:48:14.000Z 英特尔的Crescent Island AI推理加速器将以GPU D-Series产品系列上市，承诺提供1.3 PFLOPS的FP8算力以及高达480 GB的显存。 https://slicast.com/article/37t232 Slicast en 2026-10-12T19:31:53.000Z TeraWulf has scheduled its Q3 FY26 results earnings call for November 6. https://slicast.com/zh/article/37t232 Slicast zh-cn 2026-10-12T19:31:53.000Z TeraWulf已安排在11月6日召开Q3 FY26财报电话会议。 https://slicast.com/article/djscmz Slicast en 2026-10-12T19:29:14.000Z NVIDIA and Cisco introduced a new pluggable optics form factor designed to scale AI factories within the same network footprint while reducing networking's share of the power budget. https://slicast.com/zh/article/djscmz Slicast zh-cn 2026-10-12T19:29:14.000Z 英伟达与思科推出了一种新的可插拔光模块外形规格，旨在在相同网络占地内扩展AI工厂规模，同时降低网络在功耗预算中的占比。 https://slicast.com/article/w203nr Slicast en 2026-10-12T19:28:56.000Z AMD expanded its open AI infrastructure portfolio with the Helion rack design, which pairs open hardware and software with an integrated token router that directs agents' model calls across frontier a https://slicast.com/zh/article/w203nr Slicast zh-cn 2026-10-12T19:28:56.000Z AMD扩展了其开放式AI基础设施产品组合，推出Helion机架设计，将开放硬件与软件相结合，并内置令牌路由器，可将智能体的模型调用定向分配至前沿模型和开源模型。 https://slicast.com/article/hwxxd1 Slicast en 2026-10-12T19:24:42.000Z Amazon is reportedly in talks to acquire AI startup Decart for around $7 billion. https://slicast.com/zh/article/hwxxd1 Slicast zh-cn 2026-10-12T19:24:42.000Z 据报道，亚马逊正就以约70亿美元收购AI初创公司Decart进行洽谈。 https://slicast.com/article/v075hu Slicast en 2026-10-12T19:21:09.000Z d-Matrix unveiled Squadron multi-rack AI inference clusters, extending its inference hardware from single chips to full multi-rack systems. https://slicast.com/zh/article/v075hu Slicast zh-cn 2026-10-12T19:21:09.000Z d-Matrix推出了Squadron多机架AI推理集群，将其推理硬件从单芯片扩展到完整的多机架系统。 https://slicast.com/article/gjpbeg Slicast en 2026-10-12T19:21:03.000Z Applied Materials shares slipped 1.5% as investors weigh when its Intel partnership will pay off in manufacturing. https://slicast.com/zh/article/gjpbeg Slicast zh-cn 2026-10-12T19:21:03.000Z 应用材料股价下跌1.5%，投资者在权衡其与英特尔的合作何时能在制造端见到回报。 https://slicast.com/article/nsmj4x Slicast en 2026-10-12T19:17:00.000Z Digital Realty is offering payments to households in De Soto while it seeks tax increment financing (TIF) for a $7.5 billion data center. https://slicast.com/zh/article/nsmj4x Slicast zh-cn 2026-10-12T19:17:00.000Z Digital Realty正在为De Soto的居民提供补偿款，同时为一个价值75亿美元的数据中心申请税收增额融资。 https://slicast.com/article/19760oz Slicast en 2026-10-12T19:13:27.000Z Micas Networks unveiled three 102.4T open Ethernet platforms built on Tomahawk 6 for AI factories: 800G air-cooled, 1.6T liquid-cooled, and 1.6T Davisson co-packaged optics (CPO) systems. https://slicast.com/zh/article/19760oz Slicast zh-cn 2026-10-12T19:13:27.000Z Micas Networks推出三款基于Tomahawk 6的102.4T开放式以太网平台，面向AI工厂，包括800G风冷、1.6T液冷以及1.6T Davisson共封装光学（CPO）系统。 https://slicast.com/article/kqq4h7 Slicast en 2026-10-12T19:02:08.000Z Bitcoin miners face widening AI financing costs as lenders scrutinize their data-center deals. https://slicast.com/zh/article/kqq4h7 Slicast zh-cn 2026-10-12T19:02:08.000Z 比特币矿企的AI融资成本正在扩大，放贷机构对其数据中心交易的审查日趋严格。 https://slicast.com/article/1navv35 Slicast en 2026-10-12T19:00:00.000Z d-Matrix Announces Squadron Compute Clusters for AI Inference at Data Center Scale https://slicast.com/zh/article/1navv35 Slicast zh-cn 2026-10-12T19:00:00.000Z d-Matrix推出面向数据中心规模AI推理的Squadron计算集群 https://slicast.com/article/1fgpca4 Slicast en 2026-10-12T18:59:35.000Z Data Center Frontier's Land & Expand report finds North America's data-center pipeline still growing, though under mounting pressure. https://slicast.com/zh/article/1fgpca4 Slicast zh-cn 2026-10-12T18:59:35.000Z Data Center Frontier的Land & Expand报告显示，北美数据中心项目管线仍在扩张，但面临日益增大的压力。 https://slicast.com/article/cs03yd Slicast en 2026-10-12T18:49:53.000Z Microsoft plans to deploy its in-house Maia 300 AI chip next year, targeting a 40% increase in token output per megawatt and reduced reliance on Nvidia GPUs. https://slicast.com/zh/article/cs03yd Slicast zh-cn 2026-10-12T18:49:53.000Z 微软计划明年部署其自研AI芯片Maia 300，目标是将每兆瓦token产出提升40%，并降低对英伟达GPU的依赖。 https://slicast.com/article/1amm0o6 Slicast en 2026-10-12T18:35:25.000Z Broadcom's CEO warns that the main constraint on the AI buildout is shifting to a new bottleneck. https://slicast.com/zh/article/1amm0o6 Slicast zh-cn 2026-10-12T18:35:25.000Z 博通CEO警告称，AI基础设施建设的主要制约因素正在转移到新的瓶颈上。 https://slicast.com/article/1qknnpb Slicast en 2026-10-12T18:28:00.000Z Frore says its diamond-based AI coolers cut temperatures by 22°C for Nvidia Rubin chips rated at 2,300W. https://slicast.com/zh/article/1qknnpb Slicast zh-cn 2026-10-12T18:28:00.000Z Frore称其采用金刚石材料的AI冷却器可将2,300W的英伟达Rubin芯片温度降低22°C。 https://slicast.com/article/dty9s3 Slicast en 2026-10-12T18:25:00.000Z China's CXMT will launch 4F² server DRAM this year, and Micron, Samsung and SK Hynix shares slid on the news. https://slicast.com/zh/article/dty9s3 Slicast zh-cn 2026-10-12T18:25:00.000Z 长鑫存储（CXMT）今年将推出4F²服务器DRAM，美光、三星和SK海力士股价随之下跌。 https://slicast.com/article/lafzpk Slicast en 2026-10-12T18:22:30.000Z OpenAI revenue is cited at $50 billion, even as AI stocks fell in October. https://slicast.com/zh/article/lafzpk Slicast zh-cn 2026-10-12T18:22:30.000Z 据报道OpenAI营收为500亿美元，但10月AI股票却出现下跌。 https://slicast.com/article/thmbs9 Slicast en 2026-10-12T18:08:38.000Z Bitcoin miners face a $50 billion funding gap to upgrade their facilities. https://slicast.com/zh/article/thmbs9 Slicast zh-cn 2026-10-12T18:08:38.000Z 比特币矿企面临500亿美元的资金缺口，用于升级其设施。 https://slicast.com/article/1c8nny0 Slicast en 2026-10-12T18:05:00.000Z IREN shares rebounded on a reported Anthropic deal, even as Microsoft unveiled its Maia 300 AI chip. https://slicast.com/zh/article/1c8nny0 Slicast zh-cn 2026-10-12T18:05:00.000Z IREN股价在据报道与Anthropic达成交易的消息后反弹，同时微软推出了Maia 300 AI芯片。 https://slicast.com/ko/article/1c8nny0 Slicast ko 2026-10-12T18:05:00.000Z IREN 주가는 Anthropic과의 계약 보도에 힘입어 반등했으며, 같은 시기 Microsoft는 Maia 300 AI 칩을 공개했다. https://slicast.com/article/1j6vhat Slicast en 2026-10-12T18:04:09.000Z A US panel approved PJM's registry of data centers but rejected the plan to curtail power supplied to them. https://slicast.com/zh/article/1j6vhat Slicast zh-cn 2026-10-12T18:04:09.000Z 美国一个监管小组批准了PJM的数据中心登记制度，但否决了对数据中心限电的方案。 https://slicast.com/ko/article/1j6vhat Slicast ko 2026-10-12T18:04:09.000Z 미국 패널은 PJM의 데이터센터 등록 목록은 승인했지만, 해당 데이터센터에 공급되는 전력을 제한하려는 계획은 거부했다. https://slicast.com/article/1foa1pg Slicast en 2026-10-12T18:00:00.000Z Keysight introduced a PCIe 7.0 protocol test solution aimed at speeding up validation of AI infrastructure. https://slicast.com/zh/article/1foa1pg Slicast zh-cn 2026-10-12T18:00:00.000Z 是德科技推出PCIe 7.0协议测试方案，旨在加快AI基础设施的验证。 https://slicast.com/article/1afhn43 Slicast en 2026-10-12T18:00:00.000Z Keysight showcased link layer retry interoperability testing with Alibaba Cloud at the 2026 OCP Global Summit. https://slicast.com/zh/article/1afhn43 Slicast zh-cn 2026-10-12T18:00:00.000Z 是德科技在2026年OCP全球峰会上展示了与阿里云在链路层重传功能上的互操作性测试。 https://slicast.com/article/ijacab Slicast en 2026-10-12T17:52:00.000Z Chip stocks fell after Broadcom and Intel CEOs warned about AI funding. https://slicast.com/zh/article/ijacab Slicast zh-cn 2026-10-12T17:52:00.000Z 博通和英特尔首席执行官就AI融资问题发出警告后，芯片股下跌。 https://slicast.com/article/4nveup Slicast en 2026-10-12T17:46:47.000Z Microsoft plans to deploy 1 million Maia 300 AI chips in 2027. https://slicast.com/zh/article/4nveup Slicast zh-cn 2026-10-12T17:46:47.000Z 微软计划在2027年部署100万颗Maia 300 AI芯片。 https://slicast.com/ko/article/4nveup Slicast ko 2026-10-12T17:46:47.000Z Microsoft는 2027년에 Maia 300 AI 칩 100만 개를 배치할 계획이다. https://slicast.com/article/1bk06b9 Slicast en 2026-10-12T17:46:00.000Z Applied Digital (NASDAQ: APLD) holds contracts worth $36 billion, according to a market commentary that also highlights Wolfspeed (NYSE: WOLF). https://slicast.com/zh/article/1bk06b9 Slicast zh-cn 2026-10-12T17:46:00.000Z Applied Digital（NASDAQ: APLD）持有价值360亿美元的合同，相关市场评论还提到了Wolfspeed（NYSE: WOLF）。 https://slicast.com/article/p7db7g Slicast en 2026-10-12T17:28:00.000Z Indiana approved AES's plan to power a Google data center in Monrovia. https://slicast.com/zh/article/p7db7g Slicast zh-cn 2026-10-12T17:28:00.000Z 印第安纳州批准了AES为谷歌位于Monrovia的数据中心供电的计划。 https://slicast.com/article/adj9p8 Slicast en 2026-10-12T17:01:22.000Z Broadcom CEO Hock Tan said capital could become a bigger AI bottleneck than memory chips. https://slicast.com/zh/article/adj9p8 Slicast zh-cn 2026-10-12T17:01:22.000Z 博通首席执行官Hock Tan表示，资本可能成为比存储芯片更大的AI瓶颈。 https://slicast.com/article/1829o4h Slicast en 2026-10-12T17:00:35.000Z Bitcoin miners need roughly $50 billion to finish converting their power assets into AI data centers. https://slicast.com/zh/article/1829o4h Slicast zh-cn 2026-10-12T17:00:35.000Z 比特币矿企需要约500亿美元，才能完成将电力资产转型为AI数据中心的工作。 https://slicast.com/article/ygaqdr Slicast en 2026-10-12T17:00:00.000Z Cooler Master Expands End-to-End Cooling Solutions for AI Infrastructure https://slicast.com/zh/article/ygaqdr Slicast zh-cn 2026-10-12T17:00:00.000Z 酷冷至尊扩展面向AI基础设施的端到端散热方案 https://slicast.com/article/6l4hby Slicast en 2026-10-12T16:58:57.000Z Micron shares fell 4.2% after reports that CXMT is targeting server memory with denser memory chips. https://slicast.com/zh/article/6l4hby Slicast zh-cn 2026-10-12T16:58:57.000Z 美光股价下跌4.2%，原因是长鑫存储（CXMT）瞄准服务器内存市场，并推出密度更高的存储芯片。 https://slicast.com/article/bxtnac Slicast en 2026-10-12T16:58:48.000Z Marvell launched the Structera X 3406 and Structera X 3506 CXL 3.2 memory expanders, each offering six channels and up to 18 DIMMs per controller. https://slicast.com/zh/article/bxtnac Slicast zh-cn 2026-10-12T16:58:48.000Z 迈威尔推出Structera X 3406和Structera X 3506 CXL 3.2内存扩展器，每个控制器提供六个通道，最多支持18根DIMM。 https://slicast.com/article/rxkztc Slicast en 2026-10-12T16:47:08.000Z A single AI data center now costs about $30 billion to build. https://slicast.com/zh/article/rxkztc Slicast zh-cn 2026-10-12T16:47:08.000Z 现在建设一座AI数据中心的成本约为300亿美元。 https://slicast.com/article/k8ttsm Slicast en 2026-10-12T16:47:02.000Z Broadcom's financing arrangements span both of the largest AI labs, and the deal is not yet finalized. https://slicast.com/zh/article/k8ttsm Slicast zh-cn 2026-10-12T16:47:02.000Z 博通的融资安排覆盖了两大最重要的AI实验室，且交易尚未完成。 https://slicast.com/article/y1bmlk Slicast en 2026-10-12T16:42:17.000Z An XTB.com article asks whether a breakthrough at CXMT could threaten margins on high-bandwidth memory (HBM). https://slicast.com/zh/article/y1bmlk Slicast zh-cn 2026-10-12T16:42:17.000Z XTB.com一篇文章质疑长鑫存储（CXMT）的技术突破是否会威胁高带宽内存（HBM）的利润率。 https://slicast.com/article/s7pai6 Slicast en 2026-10-12T16:41:04.000Z BCE's AI campus near Regina is on a ten-day clock, and Bay Street has trimmed its price targets on the company. https://slicast.com/zh/article/s7pai6 Slicast zh-cn 2026-10-12T16:41:04.000Z BCE在里贾纳附近的人工智能园区面临十天期限，同时湾街已下调其目标价。 https://slicast.com/article/p1vw6 Slicast en 2026-10-12T16:38:53.000Z According to CoStar, Zone Frontier has secured a 4,000-acre data center site before any tenant has signed. https://slicast.com/zh/article/p1vw6 Slicast zh-cn 2026-10-12T16:38:53.000Z 据CoStar报道，Zone Frontier在任何租户签约之前已拿下一块4000英亩的数据中心用地。 https://slicast.com/article/vyeaei Slicast en 2026-10-12T16:33:59.000Z Microsoft's Maia 300 AI chip is promised to deliver 40% better efficiency as Azure plans a multi-gigawatt expansion. https://slicast.com/zh/article/vyeaei Slicast zh-cn 2026-10-12T16:33:59.000Z 微软Maia 300人工智能芯片承诺能效提升40%，同时Azure计划进行多吉瓦级扩张。 https://slicast.com/ko/article/vyeaei Slicast ko 2026-10-12T16:33:59.000Z Microsoft의 Maia 300 AI 칩은 Azure의 멀티 기가와트 규모 확장 계획과 맞물려 40% 향상된 효율을 제공할 것으로 예고되었다. https://slicast.com/article/1ja7yng Slicast en 2026-10-12T16:32:29.000Z In a DCD Studio interview, AVK's Ben Pritchard describes a billion-dollar investment in energy solutions that meets data center power demand through microgrids and pod factories. https://slicast.com/zh/article/1ja7yng Slicast zh-cn 2026-10-12T16:32:29.000Z 在一次访谈中，AVK的本·普里查德介绍了一项十亿美元级的能源解决方案投资，通过微电网和模块化电源舱工厂满足数据中心的用电需求。 https://slicast.com/article/115qav8 Slicast en 2026-10-12T16:27:00.000Z Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights https://slicast.com/zh/article/115qav8 Slicast zh-cn 2026-10-12T16:27:00.000Z 数据中心芯片市场将于2035年超过1万亿美元,AI加速器与定制芯片重塑服务器经济性 - DC Market Insights https://slicast.com/article/1fs0o9n Slicast en 2026-10-12T16:26:22.000Z Georgia Tech has opened its Nexus supercomputer to researchers nationwide, built with NSF support in partnership with the University of Illinois. https://slicast.com/zh/article/1fs0o9n Slicast zh-cn 2026-10-12T16:26:22.000Z 佐治亚理工学院向全国研究人员开放其Nexus超级计算机，该项目在美国国家科学基金会（NSF）的支持下，与伊利诺伊大学合作建设。 https://slicast.com/article/p8p4vq Slicast en 2026-10-12T16:25:02.000Z PNNL is supporting five Genesis Mission projects that advance AI for scientific research, including energy reliability work. https://slicast.com/zh/article/p8p4vq Slicast zh-cn 2026-10-12T16:25:02.000Z PNNL支持五个Genesis Mission项目，推进用于科学研究的人工智能，其中包括保障能源可靠性的工作。 https://slicast.com/article/10ma00n Slicast en 2026-10-12T16:25:00.000Z Micron shares dropped as China's rival CXMT advanced a new chip, according to Barron's. https://slicast.com/zh/article/10ma00n Slicast zh-cn 2026-10-12T16:25:00.000Z 据《巴伦周刊》报道，中国竞争对手长鑫存储（CXMT）推进新款芯片，美光股价随之下跌。 https://slicast.com/article/vazxhj Slicast en 2026-10-12T16:22:49.000Z SWI has raised €800 million to fund data center expansion, with the proceeds going to projects in the US and Europe. https://slicast.com/zh/article/vazxhj Slicast zh-cn 2026-10-12T16:22:49.000Z SWI筹集8亿欧元用于数据中心扩张，资金将投向美国和欧洲的项目。 https://slicast.com/article/cmzru1 Slicast en 2026-10-12T16:20:40.000Z FiveNines Group and Nexus Core Systems have partnered on a 20MW data center outside Casablanca, Morocco. https://slicast.com/zh/article/cmzru1 Slicast zh-cn 2026-10-12T16:20:40.000Z FiveNines Group与Nexus Core Systems合作，在摩洛哥卡萨布兰卡郊外建设一座20兆瓦数据中心。 https://slicast.com/article/xe1g8b Slicast en 2026-10-12T16:13:00.000Z IREN shares jumped on a report of a multi-year cloud deal with Anthropic. https://slicast.com/zh/article/xe1g8b Slicast zh-cn 2026-10-12T16:13:00.000Z IREN股价因一则报道大涨，报道称其与Anthropic达成多年期云服务协议。 https://slicast.com/ko/article/xe1g8b Slicast ko 2026-10-12T16:13:00.000Z IREN 주가는 Anthropic과의 다년간 클라우드 계약 보도가 나오면서 급등했다. https://slicast.com/article/1cupwq Slicast en 2026-10-12T16:10:29.000Z An SDxCentral interview with Broadcom's Kamran Naqvi covers AI networking efficiency at silicon scale. https://slicast.com/zh/article/1cupwq Slicast zh-cn 2026-10-12T16:10:29.000Z SDxCentral对博通的卡姆兰·纳克维进行了采访，探讨硅片规模下的人工智能网络效率。 https://slicast.com/article/void71 Slicast en 2026-10-12T16:09:48.000Z Yahoo Finance says ASML looks fully valued after fresh AI demand news. https://slicast.com/zh/article/void71 Slicast zh-cn 2026-10-12T16:09:48.000Z 雅虎财经称，ASML在新的人工智能需求消息之后，估值看起来已充分反映利好。 https://slicast.com/article/1p88z1u Slicast en 2026-10-12T16:05:00.000Z An interview with Microsoft's Maia general manager covers the Maia 300 chip, Taiwan and HBM supply. https://slicast.com/zh/article/1p88z1u Slicast zh-cn 2026-10-12T16:05:00.000Z 对微软Maia业务总经理的采访涉及Maia 300芯片、台湾地区制造以及高带宽内存供应。 https://slicast.com/article/1oydx7x Slicast en 2026-10-12T16:02:20.000Z Russia's military has taken out more Ukrainian data centers, including an ISP in Odessa that it claims was serving Ukrainian armed forces. https://slicast.com/zh/article/1oydx7x Slicast zh-cn 2026-10-12T16:02:20.000Z 俄罗斯军方再次摧毁乌克兰数据中心，其中包括敖德萨的一家互联网服务提供商，俄方称该设施为乌克兰武装部队提供服务。 https://slicast.com/article/qsgifv Slicast en 2026-10-12T16:01:47.000Z SK Hynix fell 4% as foreign funds pulled 1.04 trillion won and CXMT rattled memory bulls. https://slicast.com/zh/article/qsgifv Slicast zh-cn 2026-10-12T16:01:47.000Z SK海力士股价下跌4%，外国资金撤出1.04万亿韩元，长鑫存储（CXMT）令存储板块多头承压。 https://slicast.com/article/o4cuie Slicast en 2026-10-12T16:00:09.000Z Microsoft is running its own Maia chips in production, aiming to cut Nvidia's cut of its AI spending. https://slicast.com/zh/article/o4cuie Slicast zh-cn 2026-10-12T16:00:09.000Z 微软已在生产环境中运行其自研Maia芯片，意在削减英伟达在其人工智能支出中的分成。 https://slicast.com/article/f1ex9k Slicast en 2026-10-12T15:58:16.000Z The Memphis council delayed a decision on a year-long data center moratorium despite protests, and the city is home to xAI's data centers, where the moratorium could ban new developments for 12 months https://slicast.com/zh/article/f1ex9k Slicast zh-cn 2026-10-12T15:58:16.000Z 孟菲斯市议会在抗议声中推迟了对为期一年的数据中心暂停建设令的表决，该市是xAI数据中心所在地，暂停令可能禁止新建项目12个月。 https://slicast.com/article/1qvecxm Slicast en 2026-10-12T15:56:47.000Z Foreign Policy examines the real physical footprint of Trump's data center boom. https://slicast.com/zh/article/1qvecxm Slicast zh-cn 2026-10-12T15:56:47.000Z 《外交政策》（Foreign Policy）刊文审视特朗普任内数据中心热潮的实际物理足迹。 https://slicast.com/article/1hoqn61 Slicast en 2026-10-12T15:54:45.000Z FERC rejected most of PJM's large load interconnection plan, which governs how large loads such as data centers connect to the grid. https://slicast.com/zh/article/1hoqn61 Slicast zh-cn 2026-10-12T15:54:45.000Z 美国联邦能源监管委员会（FERC）驳回了PJM大型负荷并网方案的大部分内容，该方案规范数据中心等大型负荷如何接入电网。 https://slicast.com/ko/article/1hoqn61 Slicast ko 2026-10-12T15:54:45.000Z FERC가 PJM의 대형 부하 계통연계 계획 대부분을 기각했다. 이 계획은 데이터센터와 같은 대형 부하가 전력망에 연결되는 방식을 규율한다. https://slicast.com/article/132expx Slicast en 2026-10-12T15:53:47.000Z Nuclear stocks fell sharply as NuScale Power dropped. https://slicast.com/zh/article/132expx Slicast zh-cn 2026-10-12T15:53:47.000Z 核能股大幅下跌，NuScale Power股价同步下挫。 https://slicast.com/article/4x1lly Slicast en 2026-10-12T15:51:36.000Z AMD unveiled Helion racks for AI agents at the OCP summit, with CPU-only and mixed CPU/GPU configurations due from partners in November. https://slicast.com/zh/article/4x1lly Slicast zh-cn 2026-10-12T15:51:36.000Z AMD在开放计算项目（OCP）全球峰会上发布面向人工智能智能体的Helion机架，纯CPU及CPU与图形处理器混合配置将于11月由合作伙伴推出。 https://slicast.com/article/ur6vvj Slicast en 2026-10-12T15:37:26.000Z Keysight demonstrated Ethernet technology together with Broadcom and Alibaba. https://slicast.com/zh/article/ur6vvj Slicast zh-cn 2026-10-12T15:37:26.000Z 是德科技（Keysight）与博通、阿里巴巴联合演示了以太网技术。 https://slicast.com/article/1nvu85b Slicast en 2026-10-12T15:33:45.000Z Amazon is reportedly exploring a $7 billion acquisition of AI startup Decart. https://slicast.com/zh/article/1nvu85b Slicast zh-cn 2026-10-12T15:33:45.000Z 亚马逊据报道正在探索以70亿美元收购人工智能初创公司Decart。 https://slicast.com/article/1f1i4s4 Slicast en 2026-10-12T15:31:00.000Z Applied Digital (APLD) shares face a hold-or-sell debate after the company missed Q1 earnings expectations. https://slicast.com/zh/article/1f1i4s4 Slicast zh-cn 2026-10-12T15:31:00.000Z Applied Digital（APLD）第一季度财报不及预期，投资者对该股应持有还是卖出存在争议。 https://slicast.com/article/f56nwc Slicast en 2026-10-12T15:30:26.000Z TeraWulf expanded its Kentucky data center power commitment to 1 GW (1 gigawatt). https://slicast.com/zh/article/f56nwc Slicast zh-cn 2026-10-12T15:30:26.000Z TeraWulf将其肯塔基州数据中心的电力承诺扩大至1吉瓦。 https://slicast.com/article/1fydj2s Slicast en 2026-10-12T15:30:14.000Z Hunt Properties says a 150-megawatt AI data center lease in the Midwest is nearing execution. https://slicast.com/zh/article/1fydj2s Slicast zh-cn 2026-10-12T15:30:14.000Z Hunt Properties表示，位于中西部的一份150兆瓦人工智能数据中心租约即将签约。 https://slicast.com/article/mxnysw Slicast en 2026-10-12T15:24:03.000Z Microsoft plans to make its in-house Azure Maia chips the main AI inference system across its products starting in 2027, deploying them at multi-gigawatt scale. https://slicast.com/zh/article/mxnysw Slicast zh-cn 2026-10-12T15:24:03.000Z 微软计划自2027年起，将其自研的Azure Maia芯片作为旗下产品的主要人工智能推理系统，并以多吉瓦规模部署。 https://slicast.com/ko/article/mxnysw Slicast ko 2026-10-12T15:24:03.000Z Microsoft는 2027년부터 자체 개발한 Azure Maia 칩을 자사 제품 전반의 핵심 AI 추론 시스템으로 채택할 계획이며, 이를 multi-gigawatt 규모로 배치할 예정이다. https://slicast.com/article/11h2vpn Slicast en 2026-10-12T15:06:00.000Z Nvidia's Vera CPU has started shipping, alongside a dedicated 'discrete' processor platform that separates agentic workloads from NVL72 racks to boost performance. https://slicast.com/zh/article/11h2vpn Slicast zh-cn 2026-10-12T15:06:00.000Z 英伟达的Vera中央处理器已开始出货，同时推出专用的‘离散’处理器平台，可将智能体工作负载与NVL72机架分离以提升性能。 https://slicast.com/article/18z8ryk Slicast en 2026-10-12T15:03:38.000Z IREN shares rose about 5% in premarket trading on Monday, and the source does not identify a specific catalyst. https://slicast.com/zh/article/18z8ryk Slicast zh-cn 2026-10-12T15:03:38.000Z IREN股价在周一盘前交易中上涨约5%，源文未说明具体催化因素。 https://slicast.com/article/dmdqxw Slicast en 2026-10-12T15:03:27.000Z Barchart reports that AMD's $8.2 billion World Labs deal could strengthen its AI growth story. https://slicast.com/zh/article/dmdqxw Slicast zh-cn 2026-10-12T15:03:27.000Z 据Barchart报道，超威半导体（AMD）与World Labs达成的82亿美元交易可能强化其人工智能增长故事。 https://slicast.com/article/1kmxbjv Slicast en 2026-10-12T15:00:25.000Z At the OCP Global Summit, Nvidia opened its Vera Rubin architecture to the ecosystem, including rack and tray designs and the MGX 1.2 specification that doubles down on liquid cooling, arguing that op https://slicast.com/zh/article/1kmxbjv Slicast zh-cn 2026-10-12T15:00:25.000Z 在OCP全球峰会上，英伟达向产业生态开放了Vera Rubin架构，包括机架与托盘设计，并发布了强化液冷的MGX 1.2规范；英伟达称，随着人工智能工厂从兆瓦走向吉瓦，开放标准至关重要。 https://slicast.com/article/1ne6kal Slicast en 2026-10-12T15:00:00.000Z Nvidia, AMD, Google and Meta have teamed up on a global blueprint for data-center design. https://slicast.com/zh/article/1ne6kal Slicast zh-cn 2026-10-12T15:00:00.000Z 英伟达、超威半导体（AMD）、谷歌与Meta联合发布了全球数据中心设计蓝图。 https://slicast.com/article/2tbrvt Slicast en 2026-10-12T15:00:00.000Z Micas Networks unveiled three 102.4T open Ethernet platforms for AI factories at the OCP Global Summit 2026. https://slicast.com/zh/article/2tbrvt Slicast zh-cn 2026-10-12T15:00:00.000Z Micas Networks在OCP Global Summit 2026上推出三款102.4T开放以太网平台，面向人工智能工厂。 https://slicast.com/article/1y6fs76 Slicast en 2026-10-12T14:55:00.000Z Microsoft unveiled its third-generation in-house AI chip, reported as the Maia 300, with deployment that could top 1 million units next year. https://slicast.com/zh/article/1y6fs76 Slicast zh-cn 2026-10-12T14:55:00.000Z 微软推出第三代自研人工智能芯片（据其他报道即Maia 300），明年部署量可能超过100万颗。 https://slicast.com/article/oob1n0 Slicast en 2026-10-12T14:54:48.000Z A Virginia regulatory hearing on the Dominion-NextEra merger focused on rates and data centers, with Dominion questioned about the Virginia Clean Economy Act. https://slicast.com/zh/article/oob1n0 Slicast zh-cn 2026-10-12T14:54:48.000Z 关于Dominion-NextEra合并案的弗吉尼亚监管听证会聚焦电价与数据中心需求，Dominion在会上被问及Virginia Clean Economy Act。 https://slicast.com/article/hhza4p Slicast en 2026-10-12T14:54:44.000Z Memory stocks sold off as SanDisk fell 7%, while CXMT unveiled a next-generation DRAM architecture that Morningstar says still faces major commercialization hurdles. https://slicast.com/zh/article/hhza4p Slicast zh-cn 2026-10-12T14:54:44.000Z 存储股集体下跌，闪迪（SanDisk）股价跌7%；长鑫存储（CXMT）发布下一代动态随机存取存储器架构，但晨星（Morningstar）认为其商业化仍面临重大障碍。 https://slicast.com/article/1jgetzo Slicast en 2026-10-12T14:48:45.000Z Data Centre Magazine explains what Celestica's DS6005 co-packaged optics (CPO) switch does in AI fabrics. https://slicast.com/zh/article/1jgetzo Slicast zh-cn 2026-10-12T14:48:45.000Z Data Centre Magazine 的一篇解读文章介绍了Celestica的DS6005 CPO交换机在人工智能网络架构中的作用。 https://slicast.com/article/zw1vf5 Slicast en 2026-10-12T14:48:00.000Z Google and Constellation have signed a 3.6 GW deal, drawing investor attention to nuclear ETFs. https://slicast.com/zh/article/zw1vf5 Slicast zh-cn 2026-10-12T14:48:00.000Z 谷歌与Constellation签署了3.6吉瓦的协议，使核能主题交易型基金受到投资者关注。 https://slicast.com/ko/article/zw1vf5 Slicast ko 2026-10-12T14:48:00.000Z Google와 Constellation이 3.6GW 규모의 계약을 체결하면서 투자자들의 관심이 원자력 ETF로 쏠리고 있다. https://slicast.com/article/c42w5v Slicast en 2026-10-12T14:44:00.000Z Microsoft unveiled its third-generation in-house AI chip, Maia 300, and plans to install multiple gigawatts of it for inference. Reports indicate deployment begins around 2027, with the chip aimed at https://slicast.com/zh/article/c42w5v Slicast zh-cn 2026-10-12T14:44:00.000Z 微软发布了第三代自研AI芯片Maia 300，并计划为其部署多吉瓦（GW）的算力用于推理。有报道称，部署将于2027年前后开始，该芯片旨在减少对英伟达GPU的依赖。 https://slicast.com/ko/article/c42w5v Slicast ko 2026-10-12T14:44:00.000Z Microsoft unveiled its third-generation in-house AI chip, Maia 300, and plans to install multiple gigawatts of it for inference. Reports indicate deployment begins around 2027, with the chip aimed at https://slicast.com/article/1ymvb61 Slicast en 2026-10-12T14:41:41.000Z CXMT flagged a denser chip design, sending memory stocks lower: Micron and SK Hynix fell 4% and Western Digital dropped 2%. https://slicast.com/zh/article/1ymvb61 Slicast zh-cn 2026-10-12T14:41:41.000Z 长鑫存储（CXMT）披露了更高密度的芯片设计，带动存储股下跌：美光与SK海力士下跌4%，西部数据下跌2%。 https://slicast.com/article/o5r21w Slicast en 2026-10-12T14:39:41.000Z Microsoft unveiled Maia 300, a chip designed for multi-gigawatt deployments. https://slicast.com/zh/article/o5r21w Slicast zh-cn 2026-10-12T14:39:41.000Z 微软推出了Maia 300，该芯片专为多吉瓦级部署而设计。 https://slicast.com/ko/article/o5r21w Slicast ko 2026-10-12T14:39:41.000Z Microsoft가 다기가와트 규모 배치를 위해 설계된 칩 Maia 300을 공개했다. https://slicast.com/article/17asygi Slicast en 2026-10-12T14:37:08.000Z TD Cowen initiated coverage of TeraWulf with a Buy rating and a $21 price target. https://slicast.com/zh/article/17asygi Slicast zh-cn 2026-10-12T14:37:08.000Z TD Cowen首次覆盖TeraWulf，给予买入评级，目标价21美元。 https://slicast.com/article/1qwagg4 Slicast en 2026-10-12T14:30:33.000Z An analysis examines the overlooked impact of India's new data center policy on investment and buildout. https://slicast.com/zh/article/1qwagg4 Slicast zh-cn 2026-10-12T14:30:33.000Z 一篇分析文章探讨了印度新数据中心政策对投资和建设可能产生的、却被忽视的影响。 https://slicast.com/article/1y1jfcl Slicast en 2026-10-12T14:30:29.000Z Sina reports the birth of a Chinese Nvidia with 100% self-developed technology, framing it as a boost for domestic substitution. https://slicast.com/zh/article/1y1jfcl Slicast zh-cn 2026-10-12T14:30:29.000Z 新浪网报道称，一家中国本土图形处理器企业被称为“中国英伟达”，宣称掌握100%自研技术，有望推动国产替代。 https://slicast.com/article/1dfizqr Slicast en 2026-10-12T14:30:00.000Z GlobalFoundries unveiled a 7nm-class FDX Fusion process, returning to advanced FD-SOI seven years after abandoning FinFET, with production planned for 2028. https://slicast.com/zh/article/1dfizqr Slicast zh-cn 2026-10-12T14:30:00.000Z 格芯推出7纳米级FDX Fusion工艺，在放弃鳍式场效应晶体管七年后，重新投入先进全耗尽型绝缘体上硅工艺的开发，计划2028年投产。 https://slicast.com/article/1rrx8a1 Slicast en 2026-10-12T14:29:14.000Z JPMorgan downgraded Applied Digital's project bonds, citing supply overhang. https://slicast.com/zh/article/1rrx8a1 Slicast zh-cn 2026-10-12T14:29:14.000Z 摩根大通下调了Applied Digital项目债券的评级，理由是供应过剩压力。 https://slicast.com/article/1jigplo Slicast en 2026-10-12T14:27:48.000Z Marvell unveiled a six-channel CXL chip, and its shares slipped 3.47%. https://slicast.com/zh/article/1jigplo Slicast zh-cn 2026-10-12T14:27:48.000Z 美满电子推出六通道CXL芯片，其股价下跌3.47%。 https://slicast.com/article/l9u93d Slicast en 2026-10-12T14:26:06.000Z Global smartphone shipments fell 20% in Q3 as AI drove chip shortages. https://slicast.com/zh/article/l9u93d Slicast zh-cn 2026-10-12T14:26:06.000Z 受人工智能带动的芯片短缺影响，全球智能手机第三季度出货量下降20%。 https://slicast.com/article/1y07bpy Slicast en 2026-10-12T14:25:02.000Z Zetwerk's IPO opens on October 15, and the company says AI infrastructure and energy orders are driving growth. https://slicast.com/zh/article/1y07bpy Slicast zh-cn 2026-10-12T14:25:02.000Z Zetwerk的首次公开募股将于10月15日开放认购，公司称人工智能基础设施和能源领域的订单正推动增长。 https://slicast.com/article/98769c Slicast en 2026-10-12T14:25:00.000Z NVTS announced an alliance with Microchip aimed at accelerating its AI power growth. https://slicast.com/zh/article/98769c Slicast zh-cn 2026-10-12T14:25:00.000Z NVTS宣布与微芯科技结盟，旨在加速其人工智能电源业务增长。 https://slicast.com/article/1tduw0u Slicast en 2026-10-12T14:24:04.000Z SoftBank is eyeing a possible AI data center project in Borneo, partnering with Grab and a government-owned oil and gas firm. https://slicast.com/zh/article/1tduw0u Slicast zh-cn 2026-10-12T14:24:04.000Z 软银正考虑在婆罗洲建设一个可能的人工智能数据中心项目，合作方包括Grab以及一家政府控股的油气企业。 https://slicast.com/article/19ec3yk Slicast en 2026-10-12T14:23:00.000Z Newsweek reports energy suppliers face tests of public trust as data center demand grows. https://slicast.com/zh/article/19ec3yk Slicast zh-cn 2026-10-12T14:23:00.000Z Newsweek报道称，随着数据中心需求增长，能源供应商正面临公众信任的考验。 https://slicast.com/article/ibh1c Slicast en 2026-10-12T14:20:56.000Z Wilson Vu, Microsoft's senior director of AI systems hardware architecture, is joining OpenAI to work on its compute architecture. https://slicast.com/zh/article/ibh1c Slicast zh-cn 2026-10-12T14:20:56.000Z 微软人工智能系统硬件架构高级总监Wilson Vu将加入OpenAI，负责其计算架构工作。 https://slicast.com/article/mlfm6k Slicast en 2026-10-12T14:19:42.000Z Nebius signed a letter of intent (LOI) with Volt for data center capacity in Rotterdam, the Netherlands, leasing from the 'AI Gigafactory' in the Port of Rotterdam. https://slicast.com/zh/article/mlfm6k Slicast zh-cn 2026-10-12T14:19:42.000Z Nebius与Volt签署意向书（LOI），拟在荷兰鹿特丹港的“AI Gigafactory”租用数据中心容量。 https://slicast.com/article/14i5w4p Slicast en 2026-10-12T14:19:38.000Z Microsoft is moving Copilot onto its own Maia chips, with multi-gigawatt deployments starting in 2027. https://slicast.com/zh/article/14i5w4p Slicast zh-cn 2026-10-12T14:19:38.000Z 微软正将Copilot迁移至自研Maia芯片，并自2027年起推进多吉瓦级部署。 https://slicast.com/ko/article/14i5w4p Slicast ko 2026-10-12T14:19:38.000Z Microsoft는 Copilot을 자체 Maia 칩으로 옮기고 있으며, 수 기가와트 규모의 배치가 2027년부터 시작될 예정이다. https://slicast.com/article/2j93ej Slicast en 2026-10-12T14:19:01.000Z IREN flagged challenges in scaling its AI infrastructure. https://slicast.com/zh/article/2j93ej Slicast zh-cn 2026-10-12T14:19:01.000Z IREN指出其人工智能基础设施扩张面临挑战。 https://slicast.com/article/649wh4 Slicast en 2026-10-12T14:18:33.000Z Amazon is reportedly nearing a roughly $7 billion deal with Decart, aimed at fixing why AI developers pick Nvidia over its Trainium chips. https://slicast.com/zh/article/649wh4 Slicast zh-cn 2026-10-12T14:18:33.000Z 据报道，亚马逊即将与Decart达成约70亿美元的交易，旨在解决开发者为何选择英伟达而非其Trainium芯片的问题。 https://slicast.com/article/5r6zkk Slicast en 2026-10-12T14:18:27.000Z KONST announced a $30M Series B led by ADATA Technology to scale AI data center buildout in Asia and advance its Token Factory strategy. https://slicast.com/zh/article/5r6zkk Slicast zh-cn 2026-10-12T14:18:27.000Z KONST宣布由威刚科技领投3000万美元B轮融资，用于扩大其在亚洲的人工智能数据中心建设，并推进其Token Factory战略。 https://slicast.com/article/1v76de9 Slicast en 2026-10-12T14:18:22.000Z Fifteen US universities formed the Southeast Region Super-Intelligence Computing Consortium, with the University of Alabama as a founding partner. https://slicast.com/zh/article/1v76de9 Slicast zh-cn 2026-10-12T14:18:22.000Z 美国十五所高校组建了东南地区超级智能计算联盟，阿拉巴马大学为创始合作伙伴。 https://slicast.com/article/f3nb0g Slicast en 2026-10-12T14:16:34.000Z Bloom Energy scheduled its third-quarter results as AI power demand draws attention. https://slicast.com/zh/article/f3nb0g Slicast zh-cn 2026-10-12T14:16:34.000Z 随着人工智能电力需求受到关注，Bloom Energy公布了第三季度财报发布安排。 https://slicast.com/article/frcp8t Slicast en 2026-10-12T14:10:43.000Z Oxide Computer Company raised $445 million in a Series D round led by Eclipse. https://slicast.com/zh/article/frcp8t Slicast zh-cn 2026-10-12T14:10:43.000Z Oxide Computer Company完成4.45亿美元D轮融资，由Eclipse领投。 https://slicast.com/article/gl3xfh Slicast en 2026-10-12T14:05:00.000Z Microsoft plans to deploy its homegrown Maia 300 AI chips at gigawatt scale starting next year, with Copilot inference moving onto its own silicon. https://slicast.com/zh/article/gl3xfh Slicast zh-cn 2026-10-12T14:05:00.000Z 微软计划自明年起以吉瓦级规模部署其自研的Maia 300 AI芯片,Copilot推理工作将转移至其自有芯片上运行。 https://slicast.com/ko/article/gl3xfh Slicast ko 2026-10-12T14:05:00.000Z Microsoft는 내년부터 자체 개발한 Maia 300 AI 칩을 기가와트 규모로 배치할 계획이며, Copilot 추론 작업도 자체 실리콘으로 옮겨갈 예정이다. https://slicast.com/article/1byjxpq Slicast en 2026-10-12T14:04:00.000Z An explainer links Micron's stock decline to CXMT's 4F² square DRAM breakthrough. https://slicast.com/zh/article/1byjxpq Slicast zh-cn 2026-10-12T14:04:00.000Z 一篇解读文章将美光股价下跌与长鑫存储（CXMT）的4F²方形DRAM技术突破联系起来。 https://slicast.com/article/6ro4ey Slicast en 2026-10-12T14:01:00.000Z Data Center Colocation Market worth $222.97 billion by 2031 - Report by MarketsandMarkets™ https://slicast.com/zh/article/6ro4ey Slicast zh-cn 2026-10-12T14:01:00.000Z 数据中心托管市场到2031年将达到229.97亿美元... https://slicast.com/article/9wfw6e Slicast en 2026-10-12T14:00:51.000Z AMD shares fell 6.36% as an OpenAI revenue gap rattled AI stocks. https://slicast.com/zh/article/9wfw6e Slicast zh-cn 2026-10-12T14:00:51.000Z OpenAI营收缺口引发市场担忧，拖累人工智能板块，AMD股价下跌6.36%。 https://slicast.com/article/cy6dx9 Slicast en 2026-10-12T14:00:09.000Z Princeton Digital Group sold five legacy data centers in Indonesia, formerly XL Axiata facilities, to Sinar Mas subsidiary SM+. https://slicast.com/zh/article/cy6dx9 Slicast zh-cn 2026-10-12T14:00:09.000Z Princeton Digital Group向Sinar Mas子公司SM+出售了印度尼西亚的五座数据中心，这些设施原为XL Axiata的遗留资产。 https://slicast.com/article/1h6a4y0 Slicast en 2026-10-12T14:00:00.000Z Intel plans to discontinue SGX after the Xeon Diamond Rapids generation, focusing on TDX to meet cloud and enterprise security requirements. https://slicast.com/zh/article/1h6a4y0 Slicast zh-cn 2026-10-12T14:00:00.000Z 英特尔计划在Xeon Diamond Rapids之后停用SGX，转而专注于扩展TDX，以满足云计算和企业的安全需求。 https://slicast.com/article/1dk4p6y Slicast en 2026-10-12T13:48:12.000Z Microsoft announced Maia 300, its next-generation custom AI chip. Coverage reports multi-gigawatt deployments for inference workloads from 2027, with a claimed 40% inference efficiency gain. https://slicast.com/zh/article/1dk4p6y Slicast zh-cn 2026-10-12T13:48:12.000Z 微软宣布推出新一代定制AI芯片Maia 300。据报道,该芯片将于2027年起用于推理工作负载的多吉瓦级部署,并宣称推理效率提升40%。 https://slicast.com/ko/article/1dk4p6y Slicast ko 2026-10-12T13:48:12.000Z Microsoft가 차세대 맞춤형 AI 칩 Maia 300을 발표했다. 보도에 따르면 2027년부터 추론 워크로드를 위해 다기가와트 규모로 배치될 예정이며, 추론 효율이 40% 향상되었다고 주장했다. https://slicast.com/article/9gfado Slicast en 2026-10-12T13:45:00.000Z Ukrainian drone strikes hit Yandex datacenters in Russia, knocking its cloud and payments services offline. Network connectivity fell to about 30% of normal, and staff are working around the clock to https://slicast.com/zh/article/9gfado Slicast zh-cn 2026-10-12T13:45:00.000Z 乌克兰无人机袭击击中俄罗斯境内的Yandex数据中心,导致其云服务和支付服务中断。网络连接率降至正常水平的约30%,员工正昼夜不停地抢修,以恢复资金和服务的访问。 https://slicast.com/ko/article/9gfado Slicast ko 2026-10-12T13:45:00.000Z 우크라이나의 드론 공격이 러시아 내 Yandex 데이터센터를 타격해 클라우드 및 결제 서비스가 중단되었습니다. 네트워크 연결은 정상 수준의 약 30%까지 떨어졌으며, 직원들은 자금 및 서비스 접근을 복구하기 위해 밤낮없이 작업하고 있습니다. https://slicast.com/article/189cg0i Slicast en 2026-10-12T13:05:00.000Z Flex Expands Prefabricated Modular Data Center Portfolio to Accelerate AI Factory Deployment https://slicast.com/zh/article/189cg0i Slicast zh-cn 2026-10-12T13:05:00.000Z Flex扩展预制模块化数据中心产品组合,加速AI工厂部署 https://slicast.com/article/1wqcklo Slicast en 2026-10-12T13:01:00.000Z Axiado Brings Autonomous Management to AI Infrastructure with Platform Intelligence, Improving Efficiency, Security, and Reliability https://slicast.com/zh/article/1wqcklo Slicast zh-cn 2026-10-12T13:01:00.000Z Axiado以平台智能为AI基础设施带来自主管理,提升效率、安全性与可靠性 https://slicast.com/article/18uyh2l Slicast en 2026-10-12T13:00:00.000Z Semtech Corporation to Host Data Center Analyst Day on October 15, 2026 https://slicast.com/zh/article/18uyh2l Slicast zh-cn 2026-10-12T13:00:00.000Z Semtech将于2026年10月15日举办数据中心分析师日 https://slicast.com/article/2u4gqs Slicast en 2026-10-12T13:00:00.000Z MiTAC Computing Showcases Full-Stack Innovation to Scale Open AI Infrastructure at OCP Global Summit 2026 https://slicast.com/zh/article/2u4gqs Slicast zh-cn 2026-10-12T13:00:00.000Z MiTAC Computing在2026年OCP全球峰会上展示全栈创新,推动开放式AI基础设施规模化 https://slicast.com/article/7u4x0q Slicast en 2026-10-12T13:00:00.000Z ASRock Rack Showcases AI Infrastructure Powered by NVIDIA Technologies at 2026 OCP Global Summit https://slicast.com/zh/article/7u4x0q Slicast zh-cn 2026-10-12T13:00:00.000Z ASRock Rack在2026年OCP全球峰会上展示搭载NVIDIA技术的AI基础设施 https://slicast.com/article/mw97i5 Slicast en 2026-10-12T13:00:00.000Z HARTING Joins NVIDIA MGX Ecosystem to Power Next-Generation AI Infrastructure https://slicast.com/zh/article/mw97i5 Slicast zh-cn 2026-10-12T13:00:00.000Z HARTING加入NVIDIA MGX生态系统,赋能新一代AI基础设施 https://slicast.com/article/ign3xq Slicast en 2026-10-12T12:45:46.000Z A contractor for Super Micro pleaded guilty to smuggling about $2.5 billion in Nvidia AI servers to China. https://slicast.com/zh/article/ign3xq Slicast zh-cn 2026-10-12T12:45:46.000Z 一名为超微电脑(Super Micro)提供服务的承包商认罪,承认向中国走私价值约25亿美元的英伟达(Nvidia)AI服务器。 https://slicast.com/ko/article/ign3xq Slicast ko 2026-10-12T12:45:46.000Z Super Micro의 한 계약업체가 약 25억 달러 규모의 Nvidia AI 서버를 중국으로 밀수한 혐의에 대해 유죄를 인정했다. https://slicast.com/article/1xim4ta Slicast en 2026-10-12T12:15:00.000Z Hunt Properties Provides Update on Midwest AI Data Center Lease and Partnership with Empery Digital https://slicast.com/zh/article/1xim4ta Slicast zh-cn 2026-10-12T12:15:00.000Z Hunt Properties发布中西部AI数据中心租约及与Empery Digital合作的最新进展 https://slicast.com/article/ffcy2m Slicast en 2026-10-12T12:15:00.000Z VivoPower Mobilizes Construction of 40MW AI Data Center Conversion in Mo i Rana, Norway https://slicast.com/zh/article/ffcy2m Slicast zh-cn 2026-10-12T12:15:00.000Z VivoPower推进挪威Mo i Rana 40MW AI数据中心改造项目建设 https://slicast.com/article/61yhk4 Slicast en 2026-10-12T12:05:00.000Z SOAR AI Secures Up to $1 Billion Equity Facility to Fund Expansion of Its AI Infrastructure Platform https://slicast.com/zh/article/61yhk4 Slicast zh-cn 2026-10-12T12:05:00.000Z SOAR AI获得最高10亿美元股权融资额度,用于扩展其AI基础设施平台 https://slicast.com/article/ivvz8d Slicast en 2026-10-12T12:00:00.000Z Celestica Introduces the DS6005 Data Center Switch with Co-Packaged Optics to Enable Power-Efficient AI Fabrics https://slicast.com/zh/article/ivvz8d Slicast zh-cn 2026-10-12T12:00:00.000Z Celestica推出搭载共封装光学的DS6005数据中心交换机,助力低功耗AI网络架构 https://slicast.com/article/pnqk2e Slicast en 2026-10-12T10:42:43.000Z SWI Group raised about $894 million to convert the former FTX-linked bitcoin miner Genesis Digital into an AI data center platform. https://slicast.com/zh/article/pnqk2e Slicast zh-cn 2026-10-12T10:42:43.000Z SWI Group 筹集约 8.94 亿美元，用于将此前与 FTX 有关联的比特币矿企 Genesis Digital 转型为 AI 数据中心平台。 https://slicast.com/ko/article/pnqk2e Slicast ko 2026-10-12T10:42:43.000Z SWI Group는 전 FTX 관련 비트코인 채굴업체 Genesis Digital을 AI 데이터센터 플랫폼으로 전환하기 위해 약 8억 9,400만 달러를 조달했다. https://slicast.com/article/f9qltr Slicast en 2026-10-12T08:29:38.000Z Brazil Data Center Market Portfolio: Existing and Upcoming https://slicast.com/zh/article/f9qltr Slicast zh-cn 2026-10-12T08:29:38.000Z 巴西数据中心市场项目组合:现有及在建项目 https://slicast.com/article/1n9n5bl Slicast en 2026-10-12T08:11:00.000Z Google and Constellation Energy signed a nuclear power deal that adds 890 MW to the PJM grid, supplying hyperscale data center demand. https://slicast.com/zh/article/1n9n5bl Slicast zh-cn 2026-10-12T08:11:00.000Z Google与Constellation Energy签署核电协议,将为PJM电网新增890 MW容量,以满足超大规模数据中心的用电需求。 https://slicast.com/ko/article/1n9n5bl Slicast ko 2026-10-12T08:11:00.000Z Google와 Constellation Energy는 PJM 전력망에 890MW를 추가하고 하이퍼스케일 데이터센터 수요에 전력을 공급하는 원자력 발전 계약을 체결했다. https://slicast.com/article/11z189v Slicast en 2026-10-12T07:26:32.000Z SpaceX is reportedly seeking $40 billion to buy Nvidia AI chips, a report from StratNews Global. https://slicast.com/zh/article/11z189v Slicast zh-cn 2026-10-12T07:26:32.000Z SpaceX 据报道正寻求筹集 400 亿美元用于采购 Nvidia AI 芯片,消息来源为 StratNews Global。 https://slicast.com/ko/article/11z189v Slicast ko 2026-10-12T07:26:32.000Z SpaceX가 Nvidia AI 칩 구매를 위해 400억 달러를 조달하려는 것으로 전해졌다고 StratNews Global이 보도했다. https://slicast.com/article/d0oo5z Slicast en 2026-10-12T02:45:00.000Z Palantir Technologies Announces October Seoul Pop-Up with Korea-First Exclusive Merchandise Release https://slicast.com/zh/article/d0oo5z Slicast zh-cn 2026-10-12T02:45:00.000Z Palantir Technologies宣布10月首尔快闪店,韩国独家周边首发 https://slicast.com/article/olu82l Slicast en 2026-10-12T02:01:12.000Z Google and Constellation Energy have identified 890 MW of new capacity from uprates at existing running nuclear reactors, which could supply power for Google's data center load. https://slicast.com/zh/article/olu82l Slicast zh-cn 2026-10-12T02:01:12.000Z Google与Constellation Energy已确定了890 MW的新增容量,来自现有在役核反应堆的功率提升(uprate),可为Google的数据中心负荷供电。 https://slicast.com/ko/article/olu82l Slicast ko 2026-10-12T02:01:12.000Z Google와 Constellation Energy는 가동 중인 기존 원자로의 출력 증강(uprate)을 통해 총 890MW의 신규 설비 용량을 확보했으며, 이 전력은 Google의 데이터센터 전력 수요를 충당하는 데 쓰일 수 있다. https://slicast.com/article/1fmposk Slicast en 2026-10-11T21:09:00.000Z OCP Global Summit 2026 Pre-Show Read: Record Demand https://slicast.com/zh/article/1fmposk Slicast zh-cn 2026-10-11T21:09:00.000Z OCP Global Summit 今日开幕(圣何塞,10/12-15):液冷标准化与开放机架成焦点 https://slicast.com/ko/article/1fmposk Slicast ko 2026-10-11T21:09:00.000Z OCP Global Summit 2026 사전 리뷰: 기록적인 수요 https://slicast.com/article/f65r1t Slicast en 2026-10-11T21:08:00.000Z Hut 8 outlines $9M-$11M per MW capex and targets Q2 2027 initial data hall delivery https://slicast.com/zh/article/f65r1t Slicast zh-cn 2026-10-11T21:08:00.000Z Hut 8 完成 $75 亿投资级项目融资,AI 数据中心合同总价值 $266 亿 https://slicast.com/ko/article/f65r1t Slicast ko 2026-10-11T21:08:00.000Z Hut 8, MW당 자본지출 900만~1,100만 달러 제시 및 2027년 2분기 초기 데이터홀 인도 목표 https://slicast.com/article/11ece38 Slicast en 2026-10-11T21:06:00.000Z Citi sees AI model progress outpacing data center infrastructure https://slicast.com/zh/article/11ece38 Slicast zh-cn 2026-10-11T21:06:00.000Z Citi 研究报告:AI 模型进化速度正在超越数据中心基础设施扩张 https://slicast.com/ko/article/11ece38 Slicast ko 2026-10-11T21:06:00.000Z Citi, AI 모델 발전 속도가 데이터센터 인프라를 앞지르고 있다고 진단 https://slicast.com/article/1cky4oy Slicast en 2026-10-11T21:05:00.000Z Anthropic Investors Target $2 Trillion IPO Valuation in October https://slicast.com/zh/article/1cky4oy Slicast zh-cn 2026-10-11T21:05:00.000Z Anthropic 据报道本月目标 $2 万亿估值上市纳斯达克,或创史上最大 IPO https://slicast.com/ko/article/1cky4oy Slicast ko 2026-10-11T21:05:00.000Z Anthropic 투자자들, 10월 IPO 기업가치 2조 달러 목표 https://slicast.com/article/yjn4t1 Slicast en 2026-10-11T21:03:00.000Z Nvidia-Backed Neoclouds Face a Test as IREN, CoreWeave and Nebius Stocks Slide https://slicast.com/zh/article/yjn4t1 Slicast zh-cn 2026-10-11T21:03:00.000Z IREN/CoreWeave/Nebius 三大上市 neocloud 股价均距高点腰斩,分析师仍给 Buy https://slicast.com/ko/article/yjn4t1 Slicast ko 2026-10-11T21:03:00.000Z 엔비디아 후원 네오클라우드, IREN·코어위브·네비우스 주가 하락으로 시험대에 올라 https://slicast.com/article/1mv9hfx Slicast en 2026-10-11T21:02:00.000Z Senate Investigation Challenges Big Tech's Case for AI Data Centers https://slicast.com/zh/article/1mv9hfx Slicast zh-cn 2026-10-11T21:02:00.000Z 参议院报告《权力与利润》:大科技公司将电网升级成本转嫁给普通用户 https://slicast.com/ko/article/1mv9hfx Slicast ko 2026-10-11T21:02:00.000Z 상원 조사, 빅테크의 AI 데이터센터 명분에 의문 제기 https://slicast.com/article/nggxpx Slicast en 2026-10-11T21:01:00.000Z AI computing startup Lambda to raise $4B ahead of planned IPO https://slicast.com/zh/article/nggxpx Slicast zh-cn 2026-10-11T21:01:00.000Z Lambda 完成 $40 亿 Pre-IPO 融资,估值 $145 亿;Anthropic $350 亿承诺构成核心锚 https://slicast.com/ko/article/nggxpx Slicast ko 2026-10-11T21:01:00.000Z AI 컴퓨팅 스타트업 Lambda, IPO 계획에 앞서 40억 달러 조달 추진 https://slicast.com/commentary/digitalocean-2026-10-11 Slicast en 2026-10-11T20:25:25.635Z DigitalOcean AI Pivot, October 2026: $234M AI Customer ARR and a Capex Retreat https://slicast.com/zh/commentary/digitalocean-2026-10-11 Slicast zh-cn 2026-10-11T20:25:25.635Z DigitalOcean AI转型，2026年10月：AI客户ARR达2.34亿美元，资本支出收缩 https://slicast.com/brief/2026-10-12 Slicast en 2026-10-11T20:07:53.028Z Latest AI Infrastructure News: October 12, 2026 https://slicast.com/zh/brief/2026-10-12 Slicast zh-cn 2026-10-11T20:07:53.028Z AI 基础设施新闻早报 · 2026年10月12日 https://slicast.com/ko/brief/2026-10-12 Slicast ko 2026-10-11T20:07:53.028Z 최신 AI 인프라 뉴스 · 2026년 10월 12일 https://slicast.com/article/3cigyt Slicast en 2026-10-11T19:55:50.000Z Circular financing concerns are weighing on Anthropic's reported $2t IPO plans, according to Financial Newswire. https://slicast.com/zh/article/3cigyt Slicast zh-cn 2026-10-11T19:55:50.000Z 据Financial Newswire报道，循环融资方面的担忧正在拖累Anthropic传闻中的2万亿美元首次公开募股计划。 https://slicast.com/ko/article/3cigyt Slicast ko 2026-10-11T19:55:50.000Z Financial Newswire에 따르면, 순환출자(circular financing)에 대한 우려가 Anthropic의 보도된 2조 달러 규모 IPO 계획에 부담으로 작용하고 있다. https://slicast.com/article/szijbk Slicast en 2026-10-11T19:45:43.000Z Nvidia-backed Firmus has scrapped its Australian IPO, citing market conditions, according to WSJ. https://slicast.com/zh/article/szijbk Slicast zh-cn 2026-10-11T19:45:43.000Z 据WSJ报道，英伟达支持的Firmus以市场状况为由取消了在澳大利亚的首次公开募股计划。 https://slicast.com/ko/article/szijbk Slicast ko 2026-10-11T19:45:43.000Z Nvidia 지원을 받는 Firmus가 시장 여건을 이유로 호주 IPO를 철회했다고 WSJ가 보도했다. https://slicast.com/article/180h677 Slicast en 2026-10-11T19:30:02.000Z Applied Digital ended the quarter with $36 billion in contracted revenue, as its AI moat widens according to Barchart.com. https://slicast.com/zh/article/180h677 Slicast zh-cn 2026-10-11T19:30:02.000Z 据Barchart.com报道，Applied Digital截至季度末的合同收入达到360亿美元，其人工智能竞争壁垒进一步扩大。 https://slicast.com/ko/article/180h677 Slicast ko 2026-10-11T19:30:02.000Z Applied Digital은 분기 말 기준 360억 달러의 계약 매출을 확보했다고 밝혔으며, Barchart.com에 따르면 이는 회사의 AI 경쟁 우위가 확대되고 있음을 보여준다. https://slicast.com/article/17ngz7r Slicast en 2026-10-11T18:07:53.000Z OpenAI's revenue miss has shaken AI stocks, though SC Media says innovation continues. https://slicast.com/zh/article/17ngz7r Slicast zh-cn 2026-10-11T18:07:53.000Z OpenAI营收不及预期拖累人工智能股票下跌，但SC Media报道称创新仍在继续。 https://slicast.com/ko/article/17ngz7r Slicast ko 2026-10-11T18:07:53.000Z OpenAI의 매출 미달 소식으로 AI 관련 주식이 흔들렸지만, SC Media는 혁신이 계속되고 있다고 보도했다. https://slicast.com/article/w745ki Slicast en 2026-10-11T18:01:28.000Z Sydney's data centre power sellout reset has begun as projects tumble, according to The Australian. https://slicast.com/zh/article/w745ki Slicast zh-cn 2026-10-11T18:01:28.000Z 据The Australian报道，悉尼数据中心电力容量售罄的局面开始重置，多个项目随之告吹。 https://slicast.com/ko/article/w745ki Slicast ko 2026-10-11T18:01:28.000Z 시드니 데이터센터 전력 매진(sellout) 재편이 시작됐으며, 프로젝트들이 잇따라 무산되고 있다고 The Australian이 보도했다. https://slicast.com/article/1x971co Slicast en 2026-10-11T18:00:00.000Z Capital Brief examines the deep tensions at the heart of the $175b data centre boom. https://slicast.com/zh/article/1x971co Slicast zh-cn 2026-10-11T18:00:00.000Z Capital Brief剖析了这场1750亿美元数据中心热潮核心的深层矛盾。 https://slicast.com/ko/article/1x971co Slicast ko 2026-10-11T18:00:00.000Z Capital Brief이 1,750억 달러 규모 데이터센터 붐의 핵심에 자리한 심층적 긴장 요인을 분석한다. https://slicast.com/article/1ifqpm8 Slicast en 2026-10-11T17:20:00.000Z TechRadar examines the grid, thermal, and interconnect challenges limiting data center growth. https://slicast.com/zh/article/1ifqpm8 Slicast zh-cn 2026-10-11T17:20:00.000Z TechRadar探讨了限制数据中心扩张的电网、热管理与互连方面的挑战。 https://slicast.com/ko/article/1ifqpm8 Slicast ko 2026-10-11T17:20:00.000Z TechRadar는 데이터센터 성장을 제약하는 전력망, 열관리, 상호연결 과제를 살펴본다. https://slicast.com/article/1rt54sm Slicast en 2026-10-11T17:14:44.000Z Coinpaper asks why AI companies sign $100 billion contracts without paying upfront. https://slicast.com/zh/article/1rt54sm Slicast zh-cn 2026-10-11T17:14:44.000Z Coinpaper探讨了人工智能公司为何签下1000亿美元规模的合同却无需预付款。 https://slicast.com/ko/article/1rt54sm Slicast ko 2026-10-11T17:14:44.000Z Coinpaper는 AI 기업들이 선지급 없이 1,000억 달러 규모의 계약을 체결하는 이유를 묻고 있다. https://slicast.com/article/nc42ki Slicast en 2026-10-11T16:53:01.000Z Simply Wall Street says Micron's earnings beat could be a big moment for MU stock. https://slicast.com/zh/article/nc42ki Slicast zh-cn 2026-10-11T16:53:01.000Z Simply Wall Street报道称，美光（MU）财报超预期可能成为其股价的重要转折点。 https://slicast.com/ko/article/nc42ki Slicast ko 2026-10-11T16:53:01.000Z Simply Wall Street는 Micron의 실적 상회가 MU 주가에 중요한 전환점이 될 수 있다고 밝혔다. https://slicast.com/article/bgdb8p Slicast en 2026-10-11T16:50:54.000Z Applied Digital's AI expansion is hitting a financing wall as analysts trim their targets, according to ad-hoc-news.de. https://slicast.com/zh/article/bgdb8p Slicast zh-cn 2026-10-11T16:50:54.000Z 据ad-hoc-news.de报道，Applied Digital的人工智能扩张正撞上融资瓶颈，分析师纷纷下调目标价。 https://slicast.com/ko/article/bgdb8p Slicast ko 2026-10-11T16:50:54.000Z Applied Digital의 AI 확장이 자금 조달 장벽에 부딪혔으며, 애널리스트들이 목표주가를 하향 조정하고 있다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/l0yoy1 Slicast en 2026-10-11T16:41:01.000Z Applied Digital's Finland power push runs into a $221 million quarterly loss, according to ad-hoc-news.de. https://slicast.com/zh/article/l0yoy1 Slicast zh-cn 2026-10-11T16:41:01.000Z 据ad-hoc-news.de报道，Applied Digital在芬兰的电力布局遭遇2.21亿美元的季度亏损。 https://slicast.com/ko/article/l0yoy1 Slicast ko 2026-10-11T16:41:01.000Z Applied Digital의 핀란드 전력 사업 확대가 2억 2,100만 달러의 분기 손실로 이어졌다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/oln88p Slicast en 2026-10-11T16:32:25.000Z Applied Digital's 1-gigawatt Finland project meets a $6.4 billion reality check, according to ad-hoc-news.de. https://slicast.com/zh/article/oln88p Slicast zh-cn 2026-10-11T16:32:25.000Z 据ad-hoc-news.de报道，Applied Digital位于芬兰的1吉瓦项目遭遇64亿美元的现实检验。 https://slicast.com/ko/article/oln88p Slicast ko 2026-10-11T16:32:25.000Z Applied Digital의 1기가와트 규모 핀란드 프로젝트가 64억 달러 규모의 현실적 점검을 받고 있다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/1anckfk Slicast en 2026-10-11T16:12:15.000Z AI data centers are being cited as fuel for a battery ETF surge with 216.8 GWh in 2026, according to tech-insider.org. https://slicast.com/zh/article/1anckfk Slicast zh-cn 2026-10-11T16:12:15.000Z tech-insider.org报道称，人工智能数据中心推动了电池类交易所交易基金大幅上涨，并引用2026年216.8吉瓦时的数据。 https://slicast.com/ko/article/1anckfk Slicast ko 2026-10-11T16:12:15.000Z AI 데이터센터가 2026년 216.8 GWh 규모의 배터리 ETF 급등을 이끄는 요인으로 꼽히고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/3b0y0g Slicast en 2026-10-11T16:11:00.000Z AMD has acquired World Labs to strengthen its AI model research and development, according to Small Business Trends. https://slicast.com/zh/article/3b0y0g Slicast zh-cn 2026-10-11T16:11:00.000Z 据Small Business Trends报道，AMD收购World Labs，以加强其人工智能模型研发能力。 https://slicast.com/ko/article/3b0y0g Slicast ko 2026-10-11T16:11:00.000Z AMD가 AI 모델 연구개발 역량 강화를 위해 World Labs를 인수했다고 Small Business Trends가 보도했다. https://slicast.com/article/usbs99 Slicast en 2026-10-11T16:08:39.000Z Broadcom fell 4.35% to $360.14 on Thursday, and FinanceFeeds asks whether the drop was about OpenAI, Anthropic, or both. https://slicast.com/zh/article/usbs99 Slicast zh-cn 2026-10-11T16:08:39.000Z 博通（Broadcom）周四股价下跌4.35%至360.14美元，FinanceFeeds质疑此次下跌是否与OpenAI、Anthropic或两者均有关。 https://slicast.com/ko/article/usbs99 Slicast ko 2026-10-11T16:08:39.000Z Broadcom, 목요일 주가 4.35% 하락해 360.14달러 기록… FinanceFeeds는 이번 하락이 OpenAI, Anthropic, 또는 양사 모두와 관련이 있는지 묻고 있다. https://slicast.com/article/17s5lq4 Slicast en 2026-10-11T15:25:57.000Z AMD shares fell 6% over three sessions after a record close, and TIKR.com links the move to OpenAI's $20 billion revenue gap. https://slicast.com/zh/article/17s5lq4 Slicast zh-cn 2026-10-11T15:25:57.000Z AMD股价在创纪录收盘后的三个交易日内累计下跌6%，TIKR.com将这一走势与OpenAI的200亿美元营收缺口联系起来。 https://slicast.com/ko/article/17s5lq4 Slicast ko 2026-10-11T15:25:57.000Z AMD 주가는 사상 최고 마감 이후 3거래일 동안 6% 하락했으며, TIKR.com은 이번 하락을 OpenAI의 200억 달러 규모 매출 격차와 연관 짓고 있다. https://slicast.com/article/xyz0aj Slicast en 2026-10-11T15:01:00.000Z The Information examines why the economics of Anthropic's data center sprint look attractive. https://slicast.com/zh/article/xyz0aj Slicast zh-cn 2026-10-11T15:01:00.000Z 据The Information分析，Anthropic数据中心快速扩张背后的经济账颇具吸引力。 https://slicast.com/ko/article/xyz0aj Slicast ko 2026-10-11T15:01:00.000Z The Information는 Anthropic의 데이터센터 확장 추진이 왜 매력적인 경제성을 갖는지 분석했다. https://slicast.com/article/s4n5k0 Slicast en 2026-10-11T14:34:54.000Z Penguin Solutions shares attracted attention after an earnings beat and a higher outlook for 2027. https://slicast.com/zh/article/s4n5k0 Slicast zh-cn 2026-10-11T14:34:54.000Z Penguin Solutions在业绩超预期且上调2027年展望后，股价受到关注。 https://slicast.com/ko/article/s4n5k0 Slicast ko 2026-10-11T14:34:54.000Z Penguin Solutions 주가는 실적 상회와 2027년 전망 상향 소식에 주목을 받았다. https://slicast.com/article/14b0bix Slicast en 2026-10-11T14:07:00.000Z TheStreet reports that a $20 billion revenue gap at OpenAI is rattling the AI trade. https://slicast.com/zh/article/14b0bix Slicast zh-cn 2026-10-11T14:07:00.000Z TheStreet报道称，OpenAI存在200亿美元的营收缺口，正在冲击人工智能相关板块的投资情绪。 https://slicast.com/ko/article/14b0bix Slicast ko 2026-10-11T14:07:00.000Z TheStreet에 따르면, OpenAI의 200억 달러 규모 매출 격차가 AI 투자 시장을 흔들고 있다. https://slicast.com/article/16tlj8s Slicast en 2026-10-11T13:58:32.000Z Google's $15 billion India data center project has sparked backlash, according to tech-insider.org. https://slicast.com/zh/article/16tlj8s Slicast zh-cn 2026-10-11T13:58:32.000Z 据tech-insider.org报道，谷歌在印度价值150亿美元的数据中心项目引发了反对声浪。 https://slicast.com/ko/article/16tlj8s Slicast ko 2026-10-11T13:58:32.000Z Google의 150억 달러 규모 인도 데이터센터 프로젝트가 반발을 불러일으키고 있다고 tech-insider.org가 보도했다. https://slicast.com/article/1l45gtn Slicast en 2026-10-11T13:21:46.000Z Meta Muse reportedly needs $2.8 billion of compute to serve 100 million users, according to tech-insider.org. https://slicast.com/zh/article/1l45gtn Slicast zh-cn 2026-10-11T13:21:46.000Z 据tech-insider.org报道，Meta Muse为服务1亿用户预计需要28亿美元的算力。 https://slicast.com/ko/article/1l45gtn Slicast ko 2026-10-11T13:21:46.000Z Meta Muse가 1억 명의 사용자를 서비스하려면 28억 달러 규모의 컴퓨팅 자원이 필요한 것으로 전해졌다고 tech-insider.org가 보도했다. https://slicast.com/article/1ddylfd Slicast en 2026-10-11T13:15:09.000Z Bot traffic on Yandex, which Tom's Hardware calls Russia's Google, nearly vanished overnight after Ukraine drone strikes crippled several of its data centers. https://slicast.com/zh/article/1ddylfd Slicast zh-cn 2026-10-11T13:15:09.000Z Tom's Hardware报道称，在乌克兰无人机袭击瘫痪了被称为俄罗斯谷歌的Yandex多个数据中心后，其机器人流量一夜之间几乎消失。 https://slicast.com/ko/article/1ddylfd Slicast ko 2026-10-11T13:15:09.000Z Tom's Hardware가 "러시아의 구글"이라고 부른 Yandex의 봇 트래픽이, 우크라이나의 드론 공격으로 여러 데이터센터가 마비된 뒤 하룻밤 사이에 거의 사라졌다. https://slicast.com/article/1iv05c9 Slicast en 2026-10-11T13:00:47.000Z Benzinga's weekly tech roundup highlights a China AI server scheme. https://slicast.com/zh/article/1iv05c9 Slicast zh-cn 2026-10-11T13:00:47.000Z Benzinga每周科技综述重点报道了一项中国人工智能服务器计划。 https://slicast.com/ko/article/1iv05c9 Slicast ko 2026-10-11T13:00:47.000Z Benzinga의 주간 기술 동향 정리는 중국 AI 서버 관련 계획을 주목했다. https://slicast.com/article/15aagks Slicast en 2026-10-11T13:00:39.000Z Together AI highlighted its high-performance computing focus during SF Tech Week. https://slicast.com/zh/article/15aagks Slicast zh-cn 2026-10-11T13:00:39.000Z Together AI在旧金山科技周期间强调了其高性能计算重点。 https://slicast.com/ko/article/15aagks Slicast ko 2026-10-11T13:00:39.000Z Together AI는 SF 테크 위크 기간에 고성능 컴퓨팅에 대한 집중 역량을 강조했다. https://slicast.com/article/1mm6ck9 Slicast en 2026-10-11T13:00:24.000Z Chinese AI chip developer Biren Technology is reportedly preparing another 4 billion yuan share placement, even as its stock has halved from its year high. https://slicast.com/zh/article/1mm6ck9 Slicast zh-cn 2026-10-11T13:00:24.000Z 据报道，人工智能芯片设计公司壁仞科技正准备再进行40亿元股份配售，而其股价已较年内高点腰斩。 https://slicast.com/ko/article/1mm6ck9 Slicast ko 2026-10-11T13:00:24.000Z 중국 AI 칩 개발사 Biren Technology가 연고점 대비 주가가 절반으로 떨어진 가운데에도 40억 위안 규모의 추가 주식 매각(사모 배정)을 준비 중인 것으로 전해졌다. https://slicast.com/article/6hik6d Slicast en 2026-10-11T13:00:00.000Z Residents of a Mississippi town say they are besieged by noise from a power plant reportedly linked to xAI's Colossus. https://slicast.com/zh/article/6hik6d Slicast zh-cn 2026-10-11T13:00:00.000Z 密西西比州一座城镇的居民称，他们深受一座发电厂噪音困扰，该电厂据报道与xAI的Colossus相关。 https://slicast.com/ko/article/6hik6d Slicast ko 2026-10-11T13:00:00.000Z 미시시피주 한 마을 주민들은 xAI의 Colossus와 연관된 것으로 알려진 발전소에서 발생하는 소음에 시달리고 있다고 말했다. https://slicast.com/analysis/2026-10-12 Slicast en 2026-10-11T13:00:00.000Z Constellation Up, CoreWeave Down as OpenAI Run Rate Falls to $50B, week of October 5, 2026 https://slicast.com/zh/analysis/2026-10-12 Slicast zh-cn 2026-10-11T13:00:00.000Z Constellation上涨、CoreWeave下跌,OpenAI年化营收跌至500亿美元(2026年10月第一周) https://slicast.com/article/1bav758 Slicast en 2026-10-11T12:36:19.000Z A SMC contractor has admitted to illegally exporting NVIDIA chips to China. https://slicast.com/zh/article/1bav758 Slicast zh-cn 2026-10-11T12:36:19.000Z 一名SMC承包商已承认非法向中国出口英伟达芯片。 https://slicast.com/ko/article/1bav758 Slicast ko 2026-10-11T12:36:19.000Z SMC 계약업체 한 곳이 NVIDIA 칩을 중국으로 불법 수출한 사실을 인정했다. https://slicast.com/article/112hham Slicast en 2026-10-11T12:22:34.000Z Tech-insider.org reports that combined AI capex at Microsoft, Meta and Google has reached $725 billion in 2026. https://slicast.com/zh/article/112hham Slicast zh-cn 2026-10-11T12:22:34.000Z 据tech-insider.org报道，微软、Meta和谷歌的人工智能资本开支合计已在2026年达到7250亿美元。 https://slicast.com/ko/article/112hham Slicast ko 2026-10-11T12:22:34.000Z Tech-insider.org에 따르면 Microsoft, Meta, Google의 AI 설비투자(capex) 합계는 2026년 현재 7,250억 달러에 달했다. https://slicast.com/article/16avr8 Slicast en 2026-10-11T12:16:09.000Z Insider Monkey reports that Intel and Applied Materials have deepened their AI partnership. https://slicast.com/zh/article/16avr8 Slicast zh-cn 2026-10-11T12:16:09.000Z Insider Monkey报道称，英特尔与应用材料进一步深化了人工智能合作。 https://slicast.com/ko/article/16avr8 Slicast ko 2026-10-11T12:16:09.000Z Insider Monkey는 Intel과 Applied Materials가 AI 파트너십을 강화했다고 보도했다. https://slicast.com/article/1ry2z1t Slicast en 2026-10-11T12:02:43.000Z Qualcomm says AI companies want phones running 100-billion-parameter models by 2028. https://slicast.com/zh/article/1ry2z1t Slicast zh-cn 2026-10-11T12:02:43.000Z 高通表示，人工智能公司希望到2028年手机能够运行千亿参数模型。 https://slicast.com/ko/article/1ry2z1t Slicast ko 2026-10-11T12:02:43.000Z Qualcomm은 AI 기업들이 2028년까지 1,000억 파라미터 모델을 구동하는 스마트폰을 원하고 있다고 밝혔다. https://slicast.com/article/e589sl Slicast en 2026-10-11T11:56:18.000Z Analysts are backing the expansion outlook for CXMT, also known as ChangXin Memory, ahead of its earnings report. https://slicast.com/zh/article/e589sl Slicast zh-cn 2026-10-11T11:56:18.000Z 分析师在长鑫存储(CXMT)财报发布前看好其产能扩张前景。 https://slicast.com/ko/article/e589sl Slicast ko 2026-10-11T11:56:18.000Z 애널리스트들은 실적 발표를 앞두고 CXMT(ChangXin Memory)의 확장 전망을 지지하고 있다. https://slicast.com/article/1pvqvvh Slicast en 2026-10-11T11:39:38.000Z CNBC argues that China's CXMT (ChangXin Memory) has global potential and is poised to outperform. https://slicast.com/zh/article/1pvqvvh Slicast zh-cn 2026-10-11T11:39:38.000Z CNBC认为中国内存芯片厂商长鑫存储（CXMT）具有全球化潜力，有望跑赢大市。 https://slicast.com/ko/article/1pvqvvh Slicast ko 2026-10-11T11:39:38.000Z CNBC는 중국 CXMT(ChangXin Memory)가 글로벌 잠재력을 지녔으며 향후 실적이 시장을 웃돌 것이라고 분석했다. https://slicast.com/article/1u4a100 Slicast en 2026-10-11T11:11:41.000Z FRMI shares surged on a $6.5B TensorWave deal, which Mizuho called a 'long-awaited catalyst' for the stock. https://slicast.com/zh/article/1u4a100 Slicast zh-cn 2026-10-11T11:11:41.000Z FRMI股价因一笔65亿美元的TensorWave交易大幅上涨，瑞穗称这一'期待已久的催化剂'已经到来。 https://slicast.com/ko/article/1u4a100 Slicast ko 2026-10-11T11:11:41.000Z FRMI 주가는 65억 달러 규모의 TensorWave 계약 발표 이후 급등했으며, 미즈호는 이를 해당 주식의 "오랫동안 기다려온 모멘텀"이라고 평가했다. https://slicast.com/article/1sxvok Slicast en 2026-10-11T11:00:49.000Z Hyperscale Data plans to set up a Patriot BTC subsidiary for its bitcoin mining business and transfer its Montana data center to the new company. https://slicast.com/zh/article/1sxvok Slicast zh-cn 2026-10-11T11:00:49.000Z Hyperscale Data计划设立比特币挖矿业务子公司Patriot BTC，并将其位于蒙大拿州的数据中心转入该新公司。 https://slicast.com/ko/article/1sxvok Slicast ko 2026-10-11T11:00:49.000Z Hyperscale Data는 비트코인 채굴 사업을 위해 Patriot BTC 자회사를 설립하고, 몬태나 데이터센터를 해당 신규 법인으로 이전할 계획이다. https://slicast.com/article/nyfs88 Slicast en 2026-10-11T10:55:27.000Z A Futurum analyst says the memory technology lead of SKHY, Micron (MU) and Samsung over China's CXMT is unlikely to narrow soon. https://slicast.com/zh/article/nyfs88 Slicast zh-cn 2026-10-11T10:55:27.000Z Futurum分析师表示，SKHY、美光（MU）及三星在内存技术上对长鑫存储（CXMT）的领先优势，短期内不太可能缩小。 https://slicast.com/ko/article/nyfs88 Slicast ko 2026-10-11T10:55:27.000Z Futurum 애널리스트는 SKHY, 마이크론(MU), 삼성의 메모리 기술 우위가 중국 CXMT 대비 가까운 시일 내에 좁혀지기는 어려울 것이라고 말했다. https://slicast.com/article/1dcoebn Slicast en 2026-10-11T10:53:44.000Z A stock forecast says Broadcom's upcoming October AI event will put profitability in focus for investors. https://slicast.com/zh/article/1dcoebn Slicast zh-cn 2026-10-11T10:53:44.000Z 一篇股价预测文章称，博通即将于十月举办的人工智能活动，将使盈利能力成为投资者关注的焦点。 https://slicast.com/ko/article/1dcoebn Slicast ko 2026-10-11T10:53:44.000Z Broadcom의 10월 AI 행사를 앞두고 투자자들의 관심이 수익성에 쏠릴 것이라는 주가 전망이 나왔다. https://slicast.com/article/155fv3z Slicast en 2026-10-11T10:44:50.000Z Nvidia reportedly weighs lower-memory Rubin Ultra GPU designs to ease the HBM bottleneck, with investors also watching Micron. https://slicast.com/zh/article/155fv3z Slicast zh-cn 2026-10-11T10:44:50.000Z 据报道，英伟达正考虑采用内存配置较低的Rubin Ultra图形处理器设计，以缓解高带宽内存瓶颈，投资者也在关注美光。 https://slicast.com/ko/article/155fv3z Slicast ko 2026-10-11T10:44:50.000Z Nvidia는 HBM 병목을 완화하기 위해 메모리 용량을 낮춘 Rubin Ultra GPU 설계를 검토 중인 것으로 전해졌으며, 투자자들은 Micron의 동향도 주시하고 있다. https://slicast.com/article/15g5uuu Slicast en 2026-10-11T10:40:35.000Z Gorilla Technology plans its first US data center deal, targeting more than 100MW of AI infrastructure. https://slicast.com/zh/article/15g5uuu Slicast zh-cn 2026-10-11T10:40:35.000Z Gorilla Technology计划达成首个美国数据中心交易，目标部署超过100兆瓦的人工智能基础设施。 https://slicast.com/ko/article/15g5uuu Slicast ko 2026-10-11T10:40:35.000Z Gorilla Technology, 미국 첫 데이터센터 계약 추진… 100MW 이상 AI 인프라 목표 https://slicast.com/article/ruplul Slicast en 2026-10-11T10:12:38.000Z A contractor for Super Micro pleaded guilty in a scheme to divert AI servers containing Nvidia chips to China. https://slicast.com/zh/article/ruplul Slicast zh-cn 2026-10-11T10:12:38.000Z 超微电脑的一名承包商认罪，承认参与将搭载英伟达芯片的人工智能服务器转运至中国的违规计划。 https://slicast.com/ko/article/ruplul Slicast ko 2026-10-11T10:12:38.000Z Super Micro의 한 계약업체가 Nvidia 칩이 탑재된 AI 서버를 중국으로 빼돌리는 계획과 관련해 유죄를 인정했다. https://slicast.com/article/qp08ee Slicast en 2026-10-11T10:00:58.000Z OpenAI's IPO ambitions lifted Worldcoin, even as crypto leaders warned of AI capital rotation. https://slicast.com/zh/article/qp08ee Slicast zh-cn 2026-10-11T10:00:58.000Z OpenAI的首次公开募股计划推动了Worldcoin的上涨，但加密货币行业领袖警告人工智能资本可能出现轮动。 https://slicast.com/ko/article/qp08ee Slicast ko 2026-10-11T10:00:58.000Z OpenAI의 기업공개(IPO) 추진 소식에 월드코인(Worldcoin)이 상승했으나, 암호화폐 업계 리더들은 AI 자본 이동에 대해 경고했다. https://slicast.com/article/p6bl9c Slicast en 2026-10-11T09:53:12.000Z NorthPoint is offering $10,000 grants in a Pennsylvania data center bid. https://slicast.com/zh/article/p6bl9c Slicast zh-cn 2026-10-11T09:53:12.000Z NorthPoint在宾夕法尼亚州的一项数据中心竞标中提供1万美元的补助金。 https://slicast.com/ko/article/p6bl9c Slicast ko 2026-10-11T09:53:12.000Z NorthPoint, 펜실베이니아 데이터센터 입찰에서 1만 달러 규모의 보조금을 제시하고 있다. https://slicast.com/article/bhdri Slicast en 2026-10-11T09:52:29.000Z AM Intelligence has ordered 20,000 Nvidia Rubin GPUs for India. https://slicast.com/zh/article/bhdri Slicast zh-cn 2026-10-11T09:52:29.000Z AM Intelligence已为印度订购2万颗英伟达Rubin图形处理器。 https://slicast.com/ko/article/bhdri Slicast ko 2026-10-11T09:52:29.000Z AM Intelligence가 인도향으로 Nvidia Rubin GPU 20,000개를 주문했다. https://slicast.com/article/16oc8ax Slicast en 2026-10-11T09:52:23.000Z IREN is leaning on Nvidia's AI validation as SemiAnalysis questions the infrastructure claims it has made. https://slicast.com/zh/article/16oc8ax Slicast zh-cn 2026-10-11T09:52:23.000Z IREN借助英伟达的人工智能验证进行回应，而SemiAnalysis则对其基础设施宣称提出质疑。 https://slicast.com/ko/article/16oc8ax Slicast ko 2026-10-11T09:52:23.000Z IREN은 SemiAnalysis가 자사의 인프라 주장에 의문을 제기하는 가운데 Nvidia의 AI 검증에 기대고 있다. https://slicast.com/article/ph8jgj Slicast en 2026-10-11T09:49:59.000Z Data from a16z shows a Jevons paradox in AI: token prices keep falling, but H100 rental prices hold steady or rise as cheaper AI drives faster demand. https://slicast.com/zh/article/ph8jgj Slicast zh-cn 2026-10-11T09:49:59.000Z 安德森·霍洛维茨基金（a16z）的数据显示，人工智能市场存在杰文斯悖论：词元价格持续下跌，但H100租赁价格保持稳定甚至上涨，廉价的人工智能正加速需求增长。 https://slicast.com/ko/article/ph8jgj Slicast ko 2026-10-11T09:49:59.000Z a16z 데이터에 따르면 AI 분야에서는 제본스의 역설이 나타나고 있다. 토큰 가격은 계속 하락하지만, AI 가격 인하가 수요를 빠르게 늘리면서 H100 임대 가격은 유지되거나 오히려 상승하고 있다. https://slicast.com/article/cqi3ms Slicast en 2026-10-11T09:46:40.000Z Nvidia is holding up as AI credit fears hit Broadcom and Oracle. https://slicast.com/zh/article/cqi3ms Slicast zh-cn 2026-10-11T09:46:40.000Z 随着人工智能信贷担忧冲击博通和甲骨文，英伟达股价表现相对稳健。 https://slicast.com/ko/article/cqi3ms Slicast ko 2026-10-11T09:46:40.000Z Nvidia는 AI 부채 우려가 Broadcom과 Oracle을 강타하는 가운데에도 견조한 흐름을 보이고 있다. https://slicast.com/article/13bct5n Slicast en 2026-10-11T09:45:42.000Z Microsoft and Chevron have signed a 20-year power purchase deal for a Texas data center. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-11T09:45:42.000Z 微软与雪佛龙签署了一份为期20年的购电协议，用于得克萨斯州的一座数据中心。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-11T09:45:42.000Z Microsoft와 Chevron은 텍사스 데이터센터를 위한 20년 전력 구매 계약을 체결했다. https://slicast.com/article/1tmrtli Slicast en 2026-10-11T09:36:03.000Z Investors are reacting to Digital Realty Trust stock after a debt funding deal and an AI client win. https://slicast.com/zh/article/1tmrtli Slicast zh-cn 2026-10-11T09:36:03.000Z 数字房地产信托（Digital Realty Trust）完成债务融资并赢得一家人工智能客户后，投资者对其股票做出反应。 https://slicast.com/ko/article/1tmrtli Slicast ko 2026-10-11T09:36:03.000Z 투자자들이 부채 조달 계약과 AI 고객 확보 소식에 따라 Digital Realty Trust 주가에 반응하고 있다. https://slicast.com/article/11ij8f2 Slicast en 2026-10-11T09:34:25.000Z SpaceX and other tech giants are spending billions of dollars to buy AI chips, according to coverage linked to xAI's Colossus. https://slicast.com/zh/article/11ij8f2 Slicast zh-cn 2026-10-11T09:34:25.000Z SpaceX及其他科技巨头正斥资数十亿美元购买人工智能芯片，相关报道提及xAI的Colossus项目。 https://slicast.com/ko/article/11ij8f2 Slicast ko 2026-10-11T09:34:25.000Z SpaceX와 기타 빅테크 기업들이 AI 칩 구매에 수십억 달러를 쓰고 있다고, xAI의 Colossus와 관련된 보도들이 전했다. https://slicast.com/article/u4zyuy Slicast en 2026-10-11T08:55:34.000Z China wants private firms to lead key technology breakthroughs. https://slicast.com/zh/article/u4zyuy Slicast zh-cn 2026-10-11T08:55:34.000Z 中国希望民营企业在关键技术突破中发挥主导作用。 https://slicast.com/ko/article/u4zyuy Slicast ko 2026-10-11T08:55:34.000Z 중국은 핵심 기술 돌파구를 민간 기업이 주도하기를 원하고 있다. https://slicast.com/article/3yl31a Slicast en 2026-10-11T08:30:00.000Z Korean researchers use oxygen to stop 2D semiconductor crystals from forming in the wrong places, aiming to bring the technology to the commercial sector by 2030. https://slicast.com/zh/article/3yl31a Slicast zh-cn 2026-10-11T08:30:00.000Z 韩国研究人员找到了利用氧气控制二维半导体晶体生长位置的方法，目标是在2030年前实现商业化。 https://slicast.com/ko/article/3yl31a Slicast ko 2026-10-11T08:30:00.000Z 한국 연구진은 산소를 이용해 2차원 반도체 결정이 원하지 않는 위치에 형성되는 것을 막고 있으며, 2030년까지 이 기술을 상용화하는 것을 목표로 하고 있다. https://slicast.com/article/hi418s Slicast en 2026-10-11T08:29:13.000Z Michael Burry argues that OpenAI and Anthropic want to join Big Tech's oligopoly, but warns that much AI spending may become a sunk cost. https://slicast.com/zh/article/hi418s Slicast zh-cn 2026-10-11T08:29:13.000Z Michael Burry认为，OpenAI和Anthropic希望加入大型科技公司的寡头阵营，但警告称，大量人工智能支出可能最终沉没为成本。 https://slicast.com/ko/article/hi418s Slicast ko 2026-10-11T08:29:13.000Z 마이클 버리는 OpenAI와 Anthropic이 빅테크의 과점 체제에 합류하려 한다고 주장하면서도, 상당한 AI 투자가 매몰비용이 될 수 있다고 경고했다. https://slicast.com/article/bgdngo Slicast en 2026-10-11T08:16:46.000Z A Super Micro-linked contractor has pleaded guilty in a $2.5bn scheme to smuggle Nvidia AI chips to China. https://slicast.com/zh/article/bgdngo Slicast zh-cn 2026-10-11T08:16:46.000Z 一名与超微电脑有关联的承包商认罪，涉及一起25亿美元的英伟达人工智能芯片走私至中国案。 https://slicast.com/ko/article/bgdngo Slicast ko 2026-10-11T08:16:46.000Z 슈퍼마이크로(Super Micro)와 연계된 한 계약업체가 엔비디아(Nvidia) AI 칩을 중국으로 밀반입하는 25억 달러 규모의 범행에 대해 유죄를 인정했다. https://slicast.com/article/17q690v Slicast en 2026-10-11T08:10:56.000Z Core Scientific (CORZ) shares gained after price target hikes, as Wall Street views its AMD deal as a 'large quality lease'. https://slicast.com/zh/article/17q690v Slicast zh-cn 2026-10-11T08:10:56.000Z Core Scientific（CORZ）股价在目标价上调后上涨，华尔街认为与AMD的交易是「大型优质租约」。 https://slicast.com/ko/article/17q690v Slicast ko 2026-10-11T08:10:56.000Z Core Scientific(CORZ) 주가는 목표주가 상향 조정 이후 상승했으며, 월가는 AMD와의 계약을 '대형 우량 임대 계약'으로 보고 있다. https://slicast.com/article/r6uxim Slicast en 2026-10-11T07:37:46.000Z Vicor is widening its AI server power patent fight by seeking a new US import ban on Foxconn, Quanta and Delta. https://slicast.com/zh/article/r6uxim Slicast zh-cn 2026-10-11T07:37:46.000Z Vicor正在扩大其人工智能服务器电源专利诉讼，寻求美国对鸿海、广达和台达发起新的进口禁令。 https://slicast.com/ko/article/r6uxim Slicast ko 2026-10-11T07:37:46.000Z Vicor는 Foxconn, Quanta, Delta를 대상으로 미국 내 신규 수입금지를 요청하며 AI 서버 전력 특허 분쟁의 범위를 넓히고 있다. https://slicast.com/article/7tc3e5 Slicast en 2026-10-11T07:37:11.000Z The S&P 500 fell to 7,765.36 after an OpenAI revenue report triggered a sell-off in chip stocks. https://slicast.com/zh/article/7tc3e5 Slicast zh-cn 2026-10-11T07:37:11.000Z 在OpenAI一份营收报告引发芯片股抛售后，标普500指数跌至7,765.36点。 https://slicast.com/ko/article/7tc3e5 Slicast ko 2026-10-11T07:37:11.000Z S&P 500은 OpenAI의 매출 보고서가 반도체 주식 매도세를 촉발한 뒤 7,765.36으로 하락했다. https://slicast.com/article/1frfs9 Slicast en 2026-10-11T06:55:00.000Z Seeking Alpha argues that Bloom Energy (NYSE:BE) is becoming AI's power shortcut. https://slicast.com/zh/article/1frfs9 Slicast zh-cn 2026-10-11T06:55:00.000Z Seeking Alpha认为Bloom Energy（NYSE:BE）正在成为人工智能的电力捷径。 https://slicast.com/ko/article/1frfs9 Slicast ko 2026-10-11T06:55:00.000Z Seeking Alpha는 Bloom Energy(NYSE:BE)가 AI의 전력 공급을 위한 지름길이 되고 있다고 주장했다. https://slicast.com/article/kb5rae Slicast en 2026-10-11T06:40:34.000Z Applied Digital (APLD) shares are heading for their worst month in a year, according to Stocktwits. https://slicast.com/zh/article/kb5rae Slicast zh-cn 2026-10-11T06:40:34.000Z Applied Digital（APLD）股价即将迎来一年来最糟糕的月份。 https://slicast.com/ko/article/kb5rae Slicast ko 2026-10-11T06:40:34.000Z Applied Digital(APLD) 주가는 Stocktwits에 따르면 1년 만에 최악의 한 달을 향해 가고 있다. https://slicast.com/article/5now1v Slicast en 2026-10-11T06:30:42.000Z Google says its India data center will use air cooling amid concerns over water use. https://slicast.com/zh/article/5now1v Slicast zh-cn 2026-10-11T06:30:42.000Z 谷歌表示，其印度数据中心将采用空气冷却，以回应对用水问题的担忧。 https://slicast.com/ko/article/5now1v Slicast ko 2026-10-11T06:30:42.000Z Google는 물 사용에 대한 우려 속에서 인도 데이터센터에 공랭식 냉각 방식을 적용할 계획이라고 밝혔다. https://slicast.com/article/g3rvpm Slicast en 2026-10-11T06:25:00.000Z CXMT's innovative 4F² DRAM is being hailed by experts as a breakthrough in China's push into server memory chips. https://slicast.com/zh/article/g3rvpm Slicast zh-cn 2026-10-11T06:25:00.000Z 长鑫存储（CXMT）的创新型4F²动态随机存取存储器被专家视为中国拓展服务器内存芯片的一项突破。 https://slicast.com/ko/article/g3rvpm Slicast ko 2026-10-11T06:25:00.000Z CXMT의 혁신적인 4F² DRAM은 중국의 서버 메모리 칩 육성 노력에서 돌파구로 전문가들의 평가를 받고 있다. https://slicast.com/article/1ezupgd Slicast en 2026-10-11T06:10:53.000Z A nanocap stock more than doubled after a strategic pivot into the AI data-center market, according to Stocktwits. https://slicast.com/zh/article/1ezupgd Slicast zh-cn 2026-10-11T06:10:53.000Z 一家纳米盘股票在战略转向人工智能数据中心市场后涨幅超过100%。 https://slicast.com/ko/article/1ezupgd Slicast ko 2026-10-11T06:10:53.000Z 나스닥 상장 나노캡 종목이 AI 데이터센터 시장으로의 전략적 전환 이후 두 배 이상 급등했다고 Stocktwits가 전했다. https://slicast.com/article/qhgmte Slicast en 2026-10-11T06:02:12.000Z 36Kr reports that the AI sector faces a critical shortage of exit buyers. https://slicast.com/zh/article/qhgmte Slicast zh-cn 2026-10-11T06:02:12.000Z 36Kr报道称，人工智能行业正面临严重的退出买家短缺问题。 https://slicast.com/ko/article/qhgmte Slicast ko 2026-10-11T06:02:12.000Z 36Kr는 AI 분야가 투자 회수(엑시트)를 위한 인수자가 심각하게 부족한 상황에 직면해 있다고 보도했다. https://slicast.com/article/nxsmvc Slicast en 2026-10-11T06:00:00.000Z MoneyWeek profiles how Sheikh Tahnoon sits at the heart of the UAE's AI boom. https://slicast.com/zh/article/nxsmvc Slicast zh-cn 2026-10-11T06:00:00.000Z MoneyWeek专题报道阿联酋的Sheikh Tahnoon在人工智能热潮中所扮演的核心角色。 https://slicast.com/ko/article/nxsmvc Slicast ko 2026-10-11T06:00:00.000Z MoneyWeek는 셰이크 타흐눈이 UAE의 AI 붐의 중심에 자리하고 있는 모습을 조명했다. https://slicast.com/article/1fo19vf Slicast en 2026-10-11T05:42:34.000Z Meta's infrastructure chief says Meta's 2026 AI spending will exceed $100bn. https://slicast.com/zh/article/1fo19vf Slicast zh-cn 2026-10-11T05:42:34.000Z Meta基础设施负责人表示，Meta 2026年的人工智能支出将超过1000亿美元。 https://slicast.com/ko/article/1fo19vf Slicast ko 2026-10-11T05:42:34.000Z Meta의 인프라 총괄 책임자는 Meta의 2026년 AI 투자 규모가 1,000억 달러를 넘을 것이라고 밝혔다. https://slicast.com/article/cdzu0x Slicast en 2026-10-11T05:31:04.000Z RUM stock soared after its CEO bet heavily on pivoting into AI compute. https://slicast.com/zh/article/cdzu0x Slicast zh-cn 2026-10-11T05:31:04.000Z RUM股价大涨，因其CEO大举押注转向人工智能算力业务。 https://slicast.com/ko/article/cdzu0x Slicast ko 2026-10-11T05:31:04.000Z RUM 주가는 CEO가 AI 컴퓨팅 사업으로의 전환에 대규모로 베팅하면서 급등했다. https://slicast.com/article/11pkuja Slicast en 2026-10-11T05:25:05.000Z Altman-Musk feud escalates over SpaceX's space-data center claims. https://slicast.com/zh/article/11pkuja Slicast zh-cn 2026-10-11T05:25:05.000Z Altman与Musk之间的争执因SpaceX关于太空数据中心的说法而升级。 https://slicast.com/ko/article/11pkuja Slicast ko 2026-10-11T05:25:05.000Z Altman-Musk 갈등, SpaceX의 우주 데이터센터 주장을 두고 격화 https://slicast.com/article/1n71opq Slicast en 2026-10-11T05:22:38.000Z A Chinese-language commentary argues that compute now decides who wins in Silicon Valley, with VCs starting to stockpile GPUs. https://slicast.com/zh/article/1n71opq Slicast zh-cn 2026-10-11T05:22:38.000Z 一篇中文评论认为，算力已成为硅谷竞争的关键，风险投资机构开始囤积图形处理器。 https://slicast.com/ko/article/1n71opq Slicast ko 2026-10-11T05:22:38.000Z 실리콘밸리에서 이제 승부를 가르는 것은 컴퓨팅 자원이라는 주장이 중국어 논평에서 제기됐다. 벤처캐피털들이 GPU를 확보하기 시작했다는 내용이다. https://slicast.com/article/18gv6wn Slicast en 2026-10-11T05:12:52.000Z SK Hynix's share buyback continues as IBK and Bernstein diverge on HBM pricing. https://slicast.com/zh/article/18gv6wn Slicast zh-cn 2026-10-11T05:12:52.000Z SK海力士的股份回购仍在继续，而韩国企业银行（IBK）与伯恩斯坦对高带宽内存定价的看法出现分歧。 https://slicast.com/ko/article/18gv6wn Slicast ko 2026-10-11T05:12:52.000Z SK하이닉스의 자사주 매입이 계속되는 가운데, IBK와 번스타인은 HBM 가격 전망에서 엇갈린 시각을 보이고 있다. https://slicast.com/article/k0zjgl Slicast en 2026-10-11T05:10:16.000Z Qualcomm's CEO says AI firms want phones running 100-billion-parameter models by 2028. https://slicast.com/zh/article/k0zjgl Slicast zh-cn 2026-10-11T05:10:16.000Z 高通首席执行官表示，人工智能公司希望到2028年让手机运行1000亿参数的模型。 https://slicast.com/ko/article/k0zjgl Slicast ko 2026-10-11T05:10:16.000Z Qualcomm CEO "2028년까지 AI 기업들은 1,000억 개 매개변수 모델을 구동하는 스마트폰을 원한다"고 말해. Wait, that includes quotes and an error in wording. Corrected output: Qualcomm CEO, AI 기업들이 2028년까지 1,000억 매개변수 모델을 구동하는 스마트폰을 원한 https://slicast.com/article/18epn3m Slicast en 2026-10-11T04:45:12.000Z A TOKENPOST analysis says U.S.-China chip controls could enforce an AI pause lasting at least 10 years. https://slicast.com/zh/article/18epn3m Slicast zh-cn 2026-10-11T04:45:12.000Z TOKENPOST分析认为，美中芯片管制可能强制形成一段至少持续10年的人工智能暂停期。 https://slicast.com/ko/article/18epn3m Slicast ko 2026-10-11T04:45:12.000Z 미국-중국 반도체 통제가 최소 10년간 AI 개발 중단을 강제할 수 있다는 것이 TOKENPOST 분석의 주장이다. https://slicast.com/article/1v5skwi Slicast en 2026-10-11T04:38:32.000Z Stocktwits previews AMD's Q2 earnings, focusing on the push into server CPUs as Lisa Su eyes a $220B market. https://slicast.com/zh/article/1v5skwi Slicast zh-cn 2026-10-11T04:38:32.000Z AMD第二季度财报前瞻：市场关注其服务器中央处理器业务的推进，以及Lisa Su瞄准的2200亿美元市场。 https://slicast.com/ko/article/1v5skwi Slicast ko 2026-10-11T04:38:32.000Z Stocktwits, AMD의 2분기 실적을 미리 살펴보며, 리사 수 CEO가 2,200억 달러 규모로 보는 시장을 겨냥한 서버 CPU 사업 확대에 초점을 맞춥니다. https://slicast.com/article/e5n9pm Slicast en 2026-10-11T04:29:51.000Z AI labs are now spending more compute on teaching models to think than on teaching them to learn, according to Startup Fortune. https://slicast.com/zh/article/e5n9pm Slicast zh-cn 2026-10-11T04:29:51.000Z 人工智能实验室目前投入于教模型「思考」的算力，已超过用于教模型「学习」的算力。 https://slicast.com/ko/article/e5n9pm Slicast ko 2026-10-11T04:29:51.000Z AI 연구소들은 이제 모델을 학습시키는 데 드는 연산 자원보다 모델이 추론하도록 가르치는 데 더 많은 연산 자원을 쓰고 있다고 Startup Fortune이 보도했다. https://slicast.com/article/1g45qbu Slicast en 2026-10-11T04:27:20.000Z Stacking 3D chips higher does not guarantee better performance or profit, and whether 3D integration scales commercially depends on yield and the cost of each good chip, not just bonding precision. https://slicast.com/zh/article/1g45qbu Slicast zh-cn 2026-10-11T04:27:20.000Z 芯片堆得越高，性能未必越好，利润也未必越多；3D集成能否规模化商用，取决于良率和每颗合格芯片的成本，而不仅是键合精度。 https://slicast.com/ko/article/1g45qbu Slicast ko 2026-10-11T04:27:20.000Z 3D 칩을 높이 쌓는다고 해서 성능이나 수익이 반드시 향상되는 것은 아니며, 3D 집적의 상업적 확대 가능 여부는 본딩 정밀도뿐 아니라 수율과 양품 칩 하나당 생산 비용에 달려 있다. https://slicast.com/article/1qm8r3g Slicast en 2026-10-11T04:21:41.000Z China's AI sector is starting to calculate the economics of compute, as model call prices keep falling while compute investment keeps surging. https://slicast.com/zh/article/1qm8r3g Slicast zh-cn 2026-10-11T04:21:41.000Z 中国人工智能行业开始为算力算账：模型调用价格持续下降，算力投资却加速攀升。 https://slicast.com/ko/article/1qm8r3g Slicast ko 2026-10-11T04:21:41.000Z 중국 AI 산업이 컴퓨팅의 경제성을 따지기 시작했다. 모델 호출 가격은 계속 하락하는 반면, 컴퓨팅 투자는 급증하고 있기 때문이다. https://slicast.com/article/vpq0ic Slicast en 2026-10-11T04:11:02.000Z Applied Digital's $6.4 billion debt burden is testing investor nerves after a mixed quarter. https://slicast.com/zh/article/vpq0ic Slicast zh-cn 2026-10-11T04:11:02.000Z Applied Digital背负64亿美元债务，在业绩喜忧参半的季度后，正在考验投资者的耐心。 https://slicast.com/ko/article/vpq0ic Slicast ko 2026-10-11T04:11:02.000Z Applied Digital의 64억 달러 규모 부채 부담이 엇갈린 분기 실적 이후 투자자들의 우려를 키우고 있다. https://slicast.com/article/82vzp9 Slicast en 2026-10-11T04:03:29.000Z A broker tied to Super Micro has pleaded guilty in a scheme to smuggle Nvidia AI chips to China. https://slicast.com/zh/article/82vzp9 Slicast zh-cn 2026-10-11T04:03:29.000Z 与超微电脑相关的一名中间商承认在一项向中国走私英伟达人工智能芯片的计划中有罪。 https://slicast.com/ko/article/82vzp9 Slicast ko 2026-10-11T04:03:29.000Z 한 슈퍼마이크로(Super Micro)와 연계된 중개업체가 엔비디아 AI 칩을 중국으로 밀반입한 계획과 관련해 유죄를 인정했다. https://slicast.com/article/zhqr2a Slicast en 2026-10-11T03:36:07.000Z Microsoft, Meta and Google earnings quieted critics of AI spending as Big Tech capex swells to $725 billion. https://slicast.com/zh/article/zhqr2a Slicast zh-cn 2026-10-11T03:36:07.000Z 微软、Meta和谷歌在同一晚的财报中化解了对人工智能支出的质疑，大型科技公司资本开支膨胀至7250亿美元。 https://slicast.com/ko/article/zhqr2a Slicast ko 2026-10-11T03:36:07.000Z Microsoft, Meta, Google 실적으로 빅테크 AI 투자 비판론 잠잠… 빅테크 설비투자 7,250억 달러로 확대 https://slicast.com/article/1jm92xj Slicast en 2026-10-11T03:25:45.000Z Global semiconductor sales surged 103% to US$957 billion in the first eight months. https://slicast.com/zh/article/1jm92xj Slicast zh-cn 2026-10-11T03:25:45.000Z 全球半导体销售额在前八个月飙升103%，达到9570亿美元。 https://slicast.com/ko/article/1jm92xj Slicast ko 2026-10-11T03:25:45.000Z 글로벌 반도체 매출이 최근 8개월간 103% 급증해 9,570억 달러를 기록했다. https://slicast.com/article/1nnsg53 Slicast en 2026-10-11T02:47:03.000Z Riot Platforms (RIOT) stock surged 26% overnight, according to Stocktwits. https://slicast.com/zh/article/1nnsg53 Slicast zh-cn 2026-10-11T02:47:03.000Z Riot Platforms（RIOT）股价隔夜大涨26%，据Stocktwits报道。 https://slicast.com/ko/article/1nnsg53 Slicast ko 2026-10-11T02:47:03.000Z Riot Platforms (RIOT) 주가가 Stocktwits에 따르면 밤사이 26% 급등했다. https://slicast.com/article/1htsc49 Slicast en 2026-10-11T02:02:19.000Z Infineon is betting on quantum and AI power as investors watch its November results. https://slicast.com/zh/article/1htsc49 Slicast zh-cn 2026-10-11T02:02:19.000Z 英飞凌押注量子计算与人工智能电源业务，投资者正关注其11月财报。 https://slicast.com/ko/article/1htsc49 Slicast ko 2026-10-11T02:02:19.000Z Infineon은 투자자들이 11월 실적 발표를 주시하는 가운데 양자 및 AI 전력 반도체에 베팅하고 있다. https://slicast.com/article/cvmb9z Slicast en 2026-10-11T01:53:59.000Z Bernstein estimates AI data-center costs have reached $39.5 billion per GW, and depreciation is the bigger warning. https://slicast.com/zh/article/cvmb9z Slicast zh-cn 2026-10-11T01:53:59.000Z 伯恩斯坦估计，人工智能数据中心的成本已达到每吉瓦395亿美元，但折旧才是更大的隐忧。 https://slicast.com/ko/article/cvmb9z Slicast ko 2026-10-11T01:53:59.000Z Bernstein은 AI 데이터센터 비용이 GW당 395억 달러에 달한 것으로 추산했으며, 감가상각이 더 큰 경고 신호라고 밝혔다. https://slicast.com/article/1bs3zcb Slicast en 2026-10-11T01:43:30.000Z Elon Musk claims his companies can make chips better than anyone else. https://slicast.com/zh/article/1bs3zcb Slicast zh-cn 2026-10-11T01:43:30.000Z 埃隆·马斯克声称，他旗下公司制造的芯片比任何人都好。 https://slicast.com/ko/article/1bs3zcb Slicast ko 2026-10-11T01:43:30.000Z Elon Musk는 자신의 기업들이 누구보다도 더 나은 칩을 만들 수 있다고 주장했다. https://slicast.com/article/1thp3g7 Slicast en 2026-10-11T01:27:22.000Z SemiAnalysis estimates Anthropic's inference business could reach 88% margins. https://slicast.com/zh/article/1thp3g7 Slicast zh-cn 2026-10-11T01:27:22.000Z SemiAnalysis估计，Anthropic的推理业务利润率可能达到88%。 https://slicast.com/ko/article/1thp3g7 Slicast ko 2026-10-11T01:27:22.000Z SemiAnalysis는 Anthropic의 추론(inference) 사업이 88% 마진율에 도달할 수 있다고 추정했다. https://slicast.com/article/p9u38u Slicast en 2026-10-11T01:17:50.000Z Nokia faces a critical week after a 7% selloff, with investors asking whether strong AI orders can reverse the trend. https://slicast.com/zh/article/p9u38u Slicast zh-cn 2026-10-11T01:17:50.000Z 诺基亚在经历7%的股价下跌后迎来关键一周，投资者在问强劲的人工智能订单能否扭转走势。 https://slicast.com/ko/article/p9u38u Slicast ko 2026-10-11T01:17:50.000Z Nokia, 7% 급락 이후 중대한 한 주를 맞이했으며, 투자자들은 견조한 AI 수주가 이 흐름을 되돌릴 수 있을지 주목하고 있다. https://slicast.com/article/dlrn2o Slicast en 2026-10-11T01:10:18.000Z Applied Digital has powered up its North Dakota site while laying groundwork for its first European data center. https://slicast.com/zh/article/dlrn2o Slicast zh-cn 2026-10-11T01:10:18.000Z Applied Digital已为北达科他州的园区通电，同时为其首个欧洲数据中心奠定基础。 https://slicast.com/ko/article/dlrn2o Slicast ko 2026-10-11T01:10:18.000Z Applied Digital은 노스다코타 부지의 가동을 시작했으며, 첫 유럽 데이터센터의 기반 공사도 진행하고 있습니다. https://slicast.com/article/iz89na Slicast en 2026-10-11T01:09:58.000Z NextBigFuture's 'AI factory' math says one new AI data center per month adds $25 billion of annual revenue capacity each month, rising to $75 billion per month with Rubin chips, and underpins a $1,000 https://slicast.com/zh/article/iz89na Slicast zh-cn 2026-10-11T01:09:58.000Z NextBigFuture的'AI工厂'测算称，每月新增一座人工智能数据中心，每月将带来250亿美元的年度收入产能，采用Rubin芯片后将增至750亿美元/月，并以此支撑SpaceX在2027年达到1000美元的目标。 https://slicast.com/ko/article/iz89na Slicast ko 2026-10-11T01:09:58.000Z NextBigFuture의 'AI 팩토리' 산정에 따르면, 신규 AI 데이터센터 한 곳이 월 1개씩 가동될 때마다 연간 매출 창출 역량이 매월 250억 달러씩 추가되며, Rubin 칩 적용 시 월 750억 달러로 늘어난다. 이 전망은 2027년 SpaceX 목표가 1,000달러의 근거이기도 하다. https://slicast.com/article/xzifei Slicast en 2026-10-11T00:57:48.000Z Nvidia has hit a $6 trillion market cap, prompting debate on whether the AI boom is a bubble. https://slicast.com/zh/article/xzifei Slicast zh-cn 2026-10-11T00:57:48.000Z 英伟达市值达到6万亿美元，引发了人工智能热潮是否已成泡沫的讨论。 https://slicast.com/ko/article/xzifei Slicast ko 2026-10-11T00:57:48.000Z 엔비디아, 시가총액 6조 달러 돌파... AI 붐이 거품인지에 대한 논쟁 확산 https://slicast.com/article/n0vjqg Slicast en 2026-10-11T00:51:35.000Z TeraWulf has doubled power capacity at its Muskie data campus to 1 GW, and its stock dipped on the news. https://slicast.com/zh/article/n0vjqg Slicast zh-cn 2026-10-11T00:51:35.000Z TeraWulf将其Muskie数据园区的电力容量翻倍至1吉瓦，该消息公布后其股价下跌。 https://slicast.com/ko/article/n0vjqg Slicast ko 2026-10-11T00:51:35.000Z TeraWulf는 Muskie 데이터 캠퍼스의 전력 용량을 두 배로 늘려 1GW에 도달했으며, 이 소식에 주가는 하락했다. https://slicast.com/article/16hlpdp Slicast en 2026-10-11T00:08:30.000Z A giant US power merger is betting on the AI build-out, though its outcome may hinge on power bills. https://slicast.com/zh/article/16hlpdp Slicast zh-cn 2026-10-11T00:08:30.000Z 一项大型美国电力并购押注人工智能基础设施建设，但其成败可能取决于电费。 https://slicast.com/ko/article/16hlpdp Slicast ko 2026-10-11T00:08:30.000Z 미국 대형 전력 기업 간 합병이 AI 인프라 확충에 베팅하고 있으나, 그 성패는 전기요금에 달려 있을 수 있다. https://slicast.com/article/122sr4w Slicast en 2026-10-11T00:08:13.000Z EnergyNow commentary says the US AI boom faces an electric shock from rising power demand. https://slicast.com/zh/article/122sr4w Slicast zh-cn 2026-10-11T00:08:13.000Z EnergyNow的评论称，美国人工智能热潮正面临一场“电力冲击”。 https://slicast.com/ko/article/122sr4w Slicast ko 2026-10-11T00:08:13.000Z EnergyNow 논평에 따르면, 미국 AI 붐은 급증하는 전력 수요로 인해 전력 공급 측면의 충격에 직면해 있다. https://slicast.com/article/17c0r27 Slicast en 2026-10-11T00:01:29.000Z ERCOT expects power demand to surge through the 2030s, driven by data-center growth. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-11T00:01:29.000Z ERCOT预计2030年代电力需求将大幅攀升，主要受数据中心增长驱动。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-11T00:01:29.000Z ERCOT는 데이터센터 확산에 힘입어 2030년대 내내 전력 수요가 크게 늘어날 것으로 전망하고 있다. https://slicast.com/article/1re2h93 Slicast en 2026-10-10T23:54:02.000Z Damodaran argues AI capex is distorting reported earnings and cash flows. https://slicast.com/zh/article/1re2h93 Slicast zh-cn 2026-10-10T23:54:02.000Z Damodaran认为，人工智能资本开支正在扭曲企业报告的利润与现金流。 https://slicast.com/ko/article/1re2h93 Slicast ko 2026-10-10T23:54:02.000Z Damodaran는 AI 설비투자(capex)가 보고된 이익과 현금흐름을 왜곡하고 있다고 주장한다. https://slicast.com/article/1iez2cy Slicast en 2026-10-10T23:29:10.000Z Intel (INTC), AMD and Broadcom (AVGO) shares rose premarket after Nvidia's blowout earnings report. https://slicast.com/zh/article/1iez2cy Slicast zh-cn 2026-10-10T23:29:10.000Z 英伟达发布超预期财报后，英特尔（INTC）、AMD与博通（AVGO）盘前股价上涨。 https://slicast.com/ko/article/1iez2cy Slicast ko 2026-10-10T23:29:10.000Z Intel(INTC), AMD, Broadcom(AVGO) 주가는 엔비디아의 호실적 발표 이후 장전 거래에서 상승했다. https://slicast.com/article/z6t3f8 Slicast en 2026-10-10T23:20:25.000Z A $22.3 billion power-and-data-center campus is being cited as redrawing the AI infrastructure map, according to EGE Exchange Notes. https://slicast.com/zh/article/z6t3f8 Slicast zh-cn 2026-10-10T23:20:25.000Z 据EGE Exchange Notes报道，一个223亿美元的电力与数据中心一体化园区，正在重塑人工智能基础设施版图。 https://slicast.com/ko/article/z6t3f8 Slicast ko 2026-10-10T23:20:25.000Z $223억 규모의 전력 및 데이터센터 캠퍼스가 AI 인프라 지도를 다시 그리고 있다고 EGE Exchange Notes가 보도했다. Wait, the amount is $22.3 billion, so it should be 223억 is wrong. Correct version: $22.3억 달러 규모의 전력 및 데이터센터 캠퍼스가 AI 인프라 지도를 https://slicast.com/article/hgi2zb Slicast en 2026-10-10T22:31:52.000Z Nvidia picked Intel's Xeon 6 and invested $5 billion in Intel, yet analysts still trail INTC in price forecasts. https://slicast.com/zh/article/hgi2zb Slicast zh-cn 2026-10-10T22:31:52.000Z 英伟达选用了英特尔的Xeon 6，并向英特尔投资50亿美元，但分析师的价格预测仍落后于INTC的表现。 https://slicast.com/ko/article/hgi2zb Slicast ko 2026-10-10T22:31:52.000Z Nvidia가 Intel의 Xeon 6를 선택하고 Intel에 50억 달러를 투자했음에도, 애널리스트들은 여전히 INTC의 주가 전망에서 뒤처져 있다. https://slicast.com/article/784l75 Slicast en 2026-10-10T21:12:00.000Z Nuclear startup in Texas applies for connection to the power grid https://slicast.com/zh/article/784l75 Slicast zh-cn 2026-10-10T21:12:00.000Z 德州核创企 Blue Energy 率先向电网提交 SMR 并网申请,计划部署 5 座小型模块化反应堆 https://slicast.com/ko/article/784l75 Slicast ko 2026-10-10T21:12:00.000Z 텍사스의 원자력 스타트업, 전력망 연결 신청 https://slicast.com/article/1uhevub Slicast en 2026-10-10T21:11:00.000Z Google taking the data center race off-planet https://slicast.com/zh/article/1uhevub Slicast zh-cn 2026-10-10T21:11:00.000Z Google Project Suncatcher:4 枚定制 TPU 搭乘 SpaceX 于 10 月 1 日进入低轨道,开启太空算力试验 https://slicast.com/ko/article/1uhevub Slicast ko 2026-10-10T21:11:00.000Z Google, 데이터센터 경쟁을 지구 밖으로 확장 https://slicast.com/article/2wuzxl Slicast en 2026-10-10T21:10:00.000Z Bitfarms to Exit Bitcoin Mining and Transition to AI Infrastructure by 2027 https://slicast.com/zh/article/2wuzxl Slicast zh-cn 2026-10-10T21:10:00.000Z Bitfarms 宣布 2027 年全面退出比特币挖矿,以 1.28 亿美元将华盛顿矿场改造为 AI/HPC 中心 https://slicast.com/ko/article/2wuzxl Slicast ko 2026-10-10T21:10:00.000Z Bitfarms, 2027년까지 비트코인 채굴 사업 철수 및 AI 인프라로 전환 https://slicast.com/article/1fgf5nj Slicast en 2026-10-10T21:08:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises Projection https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-10T21:08:00.000Z 五大超大规模厂商 2026 年 AI 资本开支合计逾 7,300 亿美元,Amazon 单家上调至 2,200 亿美元 https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-10T21:08:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 전망치 상향 https://slicast.com/article/z95nd9 Slicast en 2026-10-10T21:07:00.000Z Economist Estimates AI Buildout Would Need $3.55 Trillion in Annual Revenue https://slicast.com/zh/article/z95nd9 Slicast zh-cn 2026-10-10T21:07:00.000Z Columbia 教授测算:AI 基础设施投资每年需创造 3.55 万亿美元营收方可回本,若算力设备折旧加速则跳升至 5.7 万亿 https://slicast.com/ko/article/z95nd9 Slicast ko 2026-10-10T21:07:00.000Z 경제학자 추정, AI 인프라 구축에 연간 3조 5,500억 달러 매출 필요 https://slicast.com/article/1xjfup Slicast en 2026-10-10T21:06:00.000Z SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders https://slicast.com/zh/article/1xjfup Slicast zh-cn 2026-10-10T21:06:00.000Z NVIDIA 要求 SK Hynix/Samsung/Micron 在 Q4 2026 供应 16 层 HBM4,Vera Rubin 供应链军备竞赛升级 https://slicast.com/ko/article/1xjfup Slicast ko 2026-10-10T21:06:00.000Z SK hynix, Samsung, Micron, NVIDIA 공급 계약을 두고 신규 16-Hi HBM4 주문을 놓고 경쟁 중 https://slicast.com/article/1alm79f Slicast en 2026-10-10T21:05:00.000Z Anthropic will be 'most ridiculous IPO' of year, analyst says https://slicast.com/zh/article/1alm79f Slicast zh-cn 2026-10-10T21:05:00.000Z Anthropic 据报锁定 Nasdaq,IPO 目标估值高达 2 万亿美元,Morgan Stanley/Goldman/JPMorgan 联合承销,分析师直呼"年度最荒谬 IPO" https://slicast.com/ko/article/1alm79f Slicast ko 2026-10-10T21:05:00.000Z Anthropic 상장, 올해 "가장 터무니없는 IPO"… 애널리스트 지적 https://slicast.com/article/hnkevl Slicast en 2026-10-10T21:04:00.000Z Senate Report: Big Tech Is Sticking Ratepayers With the AI Grid Bill https://slicast.com/zh/article/hnkevl Slicast zh-cn 2026-10-10T21:04:00.000Z 参议院 10 月 9 日发布 27 页报告,点名 Amazon/Google/Meta/Microsoft/CoreWeave/Digital Realty/Equinix 拒付电网成本,290 亿美元转嫁普通用户 https://slicast.com/ko/article/hnkevl Slicast ko 2026-10-10T21:04:00.000Z Senate 보고서: 빅테크, AI 전력망 비용을 전기요금 납부자에게 전가 https://slicast.com/article/1ii7xjo Slicast en 2026-10-10T21:03:00.000Z Google, Constellation Energy Strike Deal for Nuclear Power https://slicast.com/zh/article/1ii7xjo Slicast zh-cn 2026-10-10T21:03:00.000Z Google 与 Constellation 签署 890 MW 核电 20 年 PPA,带动 43 亿美元现有机组升级投资 https://slicast.com/ko/article/1ii7xjo Slicast ko 2026-10-10T21:03:00.000Z Google, Constellation Energy 원자력 발전 계약 체결 https://slicast.com/article/ow54y3 Slicast en 2026-10-10T21:01:00.000Z CoreWeave Stock Fell Nearly 8% in a Day on an OpenAI Revenue Report. Here's Why Its Borrowing Model Raises the Stakes https://slicast.com/zh/article/ow54y3 Slicast zh-cn 2026-10-10T21:01:00.000Z CoreWeave"现金陷阱"条款曝光叠加 $30 亿可转债与 ATM 稀释,CRWV 单日 -7.77% 至 $81.58 https://slicast.com/ko/article/ow54y3 Slicast ko 2026-10-10T21:01:00.000Z CoreWeave 주가, OpenAI 매출 보도에 하루 만에 약 8% 하락. 차입 모델이 리스크를 키운 이유 https://slicast.com/commentary/intel-2026-10-10 Slicast en 2026-10-10T20:45:01.958Z Intel Glass Substrate: Timeline and Capacity, October 2026 https://slicast.com/zh/commentary/intel-2026-10-10 Slicast zh-cn 2026-10-10T20:45:01.958Z 英特尔玻璃基板：量产时间线与产能，2026年10月