https://slicast.com/commentary/lam-research-2026-10-24 Slicast en 2026-10-24T07:36:26.817Z Lam Research, October 2026: Supply Chain Constraints Surface as Shares Fall 11.8% https://slicast.com/zh/commentary/lam-research-2026-10-24 Slicast zh-cn 2026-10-24T07:36:26.817Z 泛林集团2026年10月：供应链约束浮现，股价单日下跌11.8% https://slicast.com/commentary/bloom-energy-2026-10-24 Slicast en 2026-10-24T07:27:17.317Z Bloom Energy AI Data Center Power Contracts, October 2026 https://slicast.com/zh/commentary/bloom-energy-2026-10-24 Slicast zh-cn 2026-10-24T07:27:17.317Z Bloom Energy AI数据中心供电合同，2026年10月 https://slicast.com/commentary/g42-2026-10-24 Slicast en 2026-10-24T06:45:38.149Z G42 Greece AI Factory Plans and Capital Strategy, October 2026 https://slicast.com/zh/commentary/g42-2026-10-24 Slicast zh-cn 2026-10-24T06:45:38.149Z G42希腊AI工厂计划与融资战略，2026年10月 https://slicast.com/commentary/cambricon-2026-10-24 Slicast en 2026-10-24T06:36:43.973Z Cambricon Q3 2026 Results: Profit Doubles as Trillion-Yuan Valuation Fades https://slicast.com/zh/commentary/cambricon-2026-10-24 Slicast zh-cn 2026-10-24T06:36:43.973Z 寒武纪2026年三季报：利润翻倍，万亿元市值已成过去 https://slicast.com/brief/2026-10-24 Slicast en 2026-10-24T06:22:16.604Z Latest AI Infrastructure News: October 24, 2026 https://slicast.com/zh/brief/2026-10-24 Slicast zh-cn 2026-10-24T06:22:16.604Z AI 基础设施新闻早报 · 2026年10月24日 https://slicast.com/ko/brief/2026-10-24 Slicast ko 2026-10-24T06:22:16.604Z 최신 AI 인프라 뉴스 · 2026년 10월 24일 https://slicast.com/article/jdhbh2 Slicast en 2026-10-24T05:32:49.000Z ET Datacenters argues that AI workloads are reshaping power efficiency in data centres. https://slicast.com/zh/article/jdhbh2 Slicast zh-cn 2026-10-24T05:32:49.000Z ET Datacenters认为，人工智能工作负载正在重塑数据中心的电力效率。 https://slicast.com/ko/article/jdhbh2 Slicast ko 2026-10-24T05:32:49.000Z ET Datacenters는 AI 워크로드가 데이터센터의 전력 효율성을 재편하고 있다고 주장한다. https://slicast.com/commentary/gds-2026-10-24 Slicast en 2026-10-24T05:06:40.813Z GDS Holdings Stock, October 2026: A 6.1% Session Drop as AI Orders Outpace Revenue Recognition https://slicast.com/zh/commentary/gds-2026-10-24 Slicast zh-cn 2026-10-24T05:06:40.813Z 万国数据股价，2026年10月：单日跌6.1%，AI订单持续领跑确认收入 https://slicast.com/article/9zdbjh Slicast en 2026-10-24T05:02:33.000Z An AI-RTZ newsletter roundup flags Anthropic's $750B compute bill, an OpenAI spending trim and Nvidia's 'safety net' among its latest AI stories. https://slicast.com/zh/article/9zdbjh Slicast zh-cn 2026-10-24T05:02:33.000Z AI-RTZ简报汇总了多条动态，包括Anthropic的7500亿美元算力账单、OpenAI的开支削减以及英伟达的“安全网”。 https://slicast.com/ko/article/9zdbjh Slicast ko 2026-10-24T05:02:33.000Z AI-RTZ 뉴스레터 요약은 Anthropic의 7,500억 달러 규모 컴퓨팅 비용, OpenAI의 지출 축소, Nvidia의 '안전망'을 최신 AI 뉴스로 꼽았다. https://slicast.com/commentary/intel-2026-10-24 Slicast en 2026-10-24T04:58:15.396Z Intel INTC, October 2026: An 8% Session Decline Amid Foundry Progress and Sector Headwinds https://slicast.com/zh/commentary/intel-2026-10-24 Slicast zh-cn 2026-10-24T04:58:15.396Z 英特尔（INTC），2026年10月：单日跌8%，晶圆厂进展与行业逆风并存 https://slicast.com/commentary/terawulf-2026-10-24 Slicast en 2026-10-24T04:46:37.148Z Why TeraWulf Fell 11% on Its Muskie 1-GW Power Expansion, October 2026 https://slicast.com/zh/commentary/terawulf-2026-10-24 Slicast zh-cn 2026-10-24T04:46:37.148Z 为何TeraWulf在Muskie园区1吉瓦扩容宣布后股价下跌11%，2026年10月 https://slicast.com/commentary/coreweave-2026-10-24 Slicast en 2026-10-24T04:38:58.377Z CoreWeave Credit Stress and Stock Selloff, October 2026 https://slicast.com/zh/commentary/coreweave-2026-10-24 Slicast zh-cn 2026-10-24T04:38:58.377Z CoreWeave信用压力与股价下跌：2026年10月 https://slicast.com/commentary/applied-digital-2026-10-24 Slicast en 2026-10-24T04:26:35.021Z Applied Digital (APLD) AI Expansion and Financing Pressure, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-24 Slicast zh-cn 2026-10-24T04:26:35.021Z Applied Digital（APLD）AI扩张与融资压力，2026年10月 https://slicast.com/article/1f9m5lb Slicast en 2026-10-24T04:26:00.000Z Chipmakers keep expanding capacity yet remain undersupplied, and demand for lithography tools is so strong that new investment now covers more process steps, from wafer fabrication through advanced pa https://slicast.com/zh/article/1f9m5lb Slicast zh-cn 2026-10-24T04:26:00.000Z 芯片制造商持续扩产但仍供不应求，光刻机需求火爆，新增投资已覆盖从晶圆制造到先进封装的更多光刻工序。 https://slicast.com/ko/article/1f9m5lb Slicast ko 2026-10-24T04:26:00.000Z 칩 제조사들은 생산능력을 계속 확대하고 있지만 여전히 공급이 부족하며, 노광 장비에 대한 수요가 매우 강해 새로운 투자가 웨이퍼 제조부터 첨단 패키징에 이르기까지 더 많은 공정 단계를 아우르고 있다. https://slicast.com/article/qo7h7t Slicast en 2026-10-24T04:14:00.000Z Cambricon reported that its third-quarter profit doubled and that it earned 3.7 billion yuan in the first three quarters, though its market value has cooled and a trillion-yuan valuation is now a thin https://slicast.com/zh/article/qo7h7t Slicast zh-cn 2026-10-24T04:14:00.000Z 寒武纪第三季度利润翻倍，前三季度累计赚取37亿元，但市值已明显降温，万亿元市值已成过去。 https://slicast.com/ko/article/qo7h7t Slicast ko 2026-10-24T04:14:00.000Z Cambricon은 3분기 순이익이 두 배로 늘었고 올해 첫 3분기 누적 순이익이 37억 위안이라고 발표했다. 다만 시가총액은 식었고, 1조 위안 규모의 기업가치는 이제 과거의 일이 됐다. https://slicast.com/article/1szzit4 Slicast en 2026-10-24T04:09:00.000Z Meta's US$825 billion 'bill' is cited to illustrate how expensive AI compute has become, while a funding gap and divergent compute costs across global markets are emerging. https://slicast.com/zh/article/1szzit4 Slicast zh-cn 2026-10-24T04:09:00.000Z Meta的8250亿美元“账单”被用来说明人工智能算力的高昂成本，同时全球市场间的算力成本分化与资金缺口正在显现。 https://slicast.com/ko/article/1szzit4 Slicast ko 2026-10-24T04:09:00.000Z Meta의 8,250억 달러 규모 "청구서"는 AI 컴퓨팅 비용이 얼마나 높아졌는지를 보여주는 사례로 거론되고 있으며, 한편으로는 자금 조달 격차와 글로벌 시장 간 컴퓨팅 비용 차이도 나타나고 있다. https://slicast.com/article/1svbwiq Slicast en 2026-10-24T04:08:07.000Z Reports say 32 Nvidia B300 GPUs have been spotted at China Telecom, raising questions about how Blackwell-generation chips are reaching Chinese carriers. https://slicast.com/zh/article/1svbwiq Slicast zh-cn 2026-10-24T04:08:07.000Z 据报道，英伟达B300图形处理器在中国电信被发现，共32块，引发了Blackwell世代芯片如何进入中国运营商的疑问。 https://slicast.com/ko/article/1svbwiq Slicast ko 2026-10-24T04:08:07.000Z Reports say 32 Nvidia B300 GPUs have been spotted at China Telecom, raising questions about how Blackwell-generation chips are reaching Chinese carriers. Wait, I should correct my approach: the trans https://slicast.com/article/1ymvj8o Slicast en 2026-10-24T04:03:20.000Z OpenAI is arriving on Google Cloud, giving businesses a new way to buy its AI. https://slicast.com/zh/article/1ymvj8o Slicast zh-cn 2026-10-24T04:03:20.000Z OpenAI入驻谷歌云（Google Cloud），企业将获得购买其人工智能服务的新途径。 https://slicast.com/ko/article/1ymvj8o Slicast ko 2026-10-24T04:03:20.000Z OpenAI가 Google Cloud에 입점해, 기업들이 OpenAI의 AI를 구매할 수 있는 새로운 방식이 열립니다. https://slicast.com/article/10nk654 Slicast en 2026-10-24T03:49:00.000Z The UK commits £100M to an AI biosecurity lab and £200M in OpenAI/Anthropic credits. https://slicast.com/zh/article/10nk654 Slicast zh-cn 2026-10-24T03:49:00.000Z 英国承诺投入1亿英镑（£100M）建设人工智能生物安全实验室，并提供2亿英镑（£200M）的OpenAI/Anthropic额度。 https://slicast.com/ko/article/10nk654 Slicast ko 2026-10-24T03:49:00.000Z 영국, AI 생물보안 연구소에 1억 파운드 투자 및 OpenAI·Anthropic 크레딧 2억 파운드 약정 https://slicast.com/article/1r9qmip Slicast en 2026-10-24T02:35:08.000Z TeraWulf expanded its revolving credit line by 60% to about $400 million. https://slicast.com/zh/article/1r9qmip Slicast zh-cn 2026-10-24T02:35:08.000Z TeraWulf将其循环信贷额度扩大60%，至约4亿美元。 https://slicast.com/ko/article/1r9qmip Slicast ko 2026-10-24T02:35:08.000Z TeraWulf, 회전신용한도를 60% 확대해 약 4억 달러로 늘렸다. https://slicast.com/article/18a1m6h Slicast en 2026-10-24T02:25:36.000Z ET Datacenters reports that Australia's AI data-centre boom faces power constraints and local opposition. https://slicast.com/zh/article/18a1m6h Slicast zh-cn 2026-10-24T02:25:36.000Z ET Datacenters报道称，澳大利亚的人工智能数据中心热潮正面临电力供应瓶颈与地方反对。 https://slicast.com/ko/article/18a1m6h Slicast ko 2026-10-24T02:25:36.000Z ET Datacenters 보도에 따르면, 호주의 AI 데이터센터 붐은 전력 공급 제약과 지역 주민의 반대에 직면해 있다. https://slicast.com/article/5c1cih Slicast en 2026-10-24T02:12:05.000Z Domestic GPU maker MetaX (688802) announced an equity incentive plan covering 94.7% of its employees, or 876 people. https://slicast.com/zh/article/5c1cih Slicast zh-cn 2026-10-24T02:12:05.000Z 国产图形处理器龙头沐曦（688802）宣布股权激励计划，覆盖94.7%的员工，共876人。 https://slicast.com/ko/article/5c1cih Slicast ko 2026-10-24T02:12:05.000Z 국내 GPU 기업 MetaX(688802)가 전체 직원의 94.7%인 876명을 대상으로 하는 지분 인센티브 계획을 발표했다. https://slicast.com/article/1uypm79 Slicast en 2026-10-24T01:57:47.000Z A tech-insider.org report claims only 23% of AI data centres in Australia have power. https://slicast.com/zh/article/1uypm79 Slicast zh-cn 2026-10-24T01:57:47.000Z tech-insider.org报道称，澳大利亚仅有23%的人工智能数据中心已接通电力。 https://slicast.com/ko/article/1uypm79 Slicast ko 2026-10-24T01:57:47.000Z tech-insider.org 보고서는 호주 AI 데이터센터의 23%만 전력을 확보하고 있다고 주장했다. https://slicast.com/article/1t8i7la Slicast en 2026-10-24T01:44:19.000Z Nvidia rejects near-term memory glut fears and leaves the door open to cooperation with CXMT (ChangXin Memory). https://slicast.com/zh/article/1t8i7la Slicast zh-cn 2026-10-24T01:44:19.000Z 英伟达否认近期存在存储过剩风险，并对与长鑫存储（CXMT）的合作保持开放态度。 https://slicast.com/ko/article/1t8i7la Slicast ko 2026-10-24T01:44:19.000Z Nvidia, 단기 메모리 공급 과잉 우려 일축… CXMT(ChangXin Memory)와의 협력 가능성 열어둬 https://slicast.com/article/1y4x38y Slicast en 2026-10-24T01:42:35.000Z OpenAI resumed frontier-model training after an 11-day pause that followed a September security scare, and it is restricting live internet access during training. https://slicast.com/zh/article/1y4x38y Slicast zh-cn 2026-10-24T01:42:35.000Z OpenAI在9月发生安全事件后暂停前沿模型训练11天，现已恢复训练，并在训练期间限制实时互联网访问。 https://slicast.com/ko/article/1y4x38y Slicast ko 2026-10-24T01:42:35.000Z OpenAI는 9월 보안 우려로 중단되었던 11일간의 휴지기 이후 프런티어 모델 학습을 재개했으며, 학습 중 실시간 인터넷 접근을 제한하고 있다. https://slicast.com/article/ycv26h Slicast en 2026-10-24T01:29:07.000Z Simply Wall Street asks whether new data center leases change the bull case for Cipher Digital (CIFR). https://slicast.com/zh/article/ycv26h Slicast zh-cn 2026-10-24T01:29:07.000Z Simply Wall Street探讨新的数据中心租约是否会改变Cipher Digital（CIFR）的看涨逻辑。 https://slicast.com/ko/article/ycv26h Slicast ko 2026-10-24T01:29:07.000Z Simply Wall Street은 새로운 데이터센터 임대 계약이 Cipher Digital(CIFR)의 강세 시나리오를 바꾸는지 묻고 있습니다. https://slicast.com/article/wnll2s Slicast en 2026-10-24T01:16:21.000Z SolarEdge displayed its MVAC-to-800 VDC solid-state transformer technology for AI data centers at the OCP Global Summit. https://slicast.com/zh/article/wnll2s Slicast zh-cn 2026-10-24T01:16:21.000Z SolarEdge在OCP Global Summit上展示了面向人工智能数据中心的MVAC转800 VDC固态变压器技术。 https://slicast.com/ko/article/wnll2s Slicast ko 2026-10-24T01:16:21.000Z SolarEdge는 OCP 글로벌 서밋에서 AI 데이터센터용 MVAC-to-800 VDC 고체 변압기(solid-state transformer) 기술을 선보였다. https://slicast.com/article/de6oq Slicast en 2026-10-24T01:07:27.000Z OpenAI has restarted frontier model training after an 11-day halt, a pause reported alongside a security breach and the disabling of internet access during training. https://slicast.com/zh/article/de6oq Slicast zh-cn 2026-10-24T01:07:27.000Z OpenAI在暂停11天后恢复前沿模型训练，相关报道提到此次暂停与安全漏洞事件有关，且训练期间停用了互联网访问。 https://slicast.com/ko/article/de6oq Slicast ko 2026-10-24T01:07:27.000Z OpenAI가 11일간의 중단 이후 프런티어 모델 훈련을 재개했다. 이번 중단은 보안 침해 사고 및 훈련 중 인터넷 접속 차단 조치와 함께 보도됐다. https://slicast.com/article/lvtprp Slicast en 2026-10-24T01:00:11.000Z South China Morning Post reports that China's AI compute power is set to double but remains heavily reliant on US chips. https://slicast.com/zh/article/lvtprp Slicast zh-cn 2026-10-24T01:00:11.000Z 南华早报报道称，中国人工智能算力规模有望翻倍，但仍严重依赖美国芯片。 https://slicast.com/ko/article/lvtprp Slicast ko 2026-10-24T01:00:11.000Z South China Morning Post에 따르면 중국의 AI 컴퓨팅 파워는 두 배로 늘어날 전망이지만, 여전히 미국산 칩에 크게 의존하고 있다. https://slicast.com/article/e4kz6f Slicast en 2026-10-24T00:40:06.000Z Era Media Sejahtera has signed MoUs for 2 GW of solar and 1.6 GW of AI data center projects. https://slicast.com/zh/article/e4kz6f Slicast zh-cn 2026-10-24T00:40:06.000Z Era Media Sejahtera签署了2吉瓦太阳能项目和1.6吉瓦人工智能数据中心项目的谅解备忘录。 https://slicast.com/ko/article/e4kz6f Slicast ko 2026-10-24T00:40:06.000Z Era Media Sejahtera는 태양광 2GW 및 AI 데이터센터 1.6GW 규모의 프로젝트에 대한 양해각서(MoU)를 체결했다. https://slicast.com/article/qd1hom Slicast en 2026-10-24T00:17:00.000Z A report says TSMC is exploring rare-earth-free equipment to counter China's controls. https://slicast.com/zh/article/qd1hom Slicast zh-cn 2026-10-24T00:17:00.000Z 报道称，台积电正在探索无稀土设备，以应对中国的管制措施。 https://slicast.com/ko/article/qd1hom Slicast ko 2026-10-24T00:17:00.000Z 보고서에 따르면 TSMC는 중국의 규제에 대응하기 위해 희토류를 사용하지 않는 장비를 검토하고 있다. https://slicast.com/article/1qcteog Slicast en 2026-10-24T00:14:03.000Z US stock indices opened lower, the Philadelphia Semiconductor Index fell more than 4%, and China-concept stocks and star tech stocks broadly declined. https://slicast.com/zh/article/1qcteog Slicast zh-cn 2026-10-24T00:14:03.000Z 美国三大股指集体低开，费城半导体指数跌超4%，明星科技股和中概股普遍下跌。 https://slicast.com/ko/article/1qcteog Slicast ko 2026-10-24T00:14:03.000Z 미국 주가지수가 하락 출발했으며, 필라델피아 반도체지수는 4% 넘게 떨어졌다. 중국 관련주와 기술주 전반도 약세를 보였다. https://slicast.com/article/1jl42f0 Slicast en 2026-10-24T00:13:42.000Z TeraWulf's 20-year lease agreement with Anthropic is expected to generate $19B in revenue. https://slicast.com/zh/article/1jl42f0 Slicast zh-cn 2026-10-24T00:13:42.000Z TeraWulf与Anthropic签订的20年期租约预计将带来190亿美元收入。 https://slicast.com/ko/article/1jl42f0 Slicast ko 2026-10-24T00:13:42.000Z TeraWulf의 Anthropic과의 20년 임대 계약은 190억 달러(19B)의 매출을 창출할 것으로 예상된다. https://slicast.com/article/1ecm21p Slicast en 2026-10-23T23:05:33.000Z Maijie Technology said on October 23 that its MTVM series has been sent as samples to domestic server makers and domestic GPU platforms for validation. https://slicast.com/zh/article/1ecm21p Slicast zh-cn 2026-10-23T23:05:33.000Z 麦捷科技于10月23日表示，其MTVM系列产品已同步向国内服务器厂商及国产图形处理器平台送样验证。 https://slicast.com/ko/article/1ecm21p Slicast ko 2026-10-23T23:05:33.000Z Maijie Technology는 10월 23일 MTVM 시리즈를 국내 서버 제조사와 국내 GPU 플랫폼에 샘플로 보내 검증을 진행 중이라고 밝혔다. https://slicast.com/article/9hzq3l Slicast en 2026-10-23T23:00:00.000Z An Asia Economy report says Nvidia is betting on data center power distribution, with a 'shrink the power room, fit one more server' approach. https://slicast.com/zh/article/9hzq3l Slicast zh-cn 2026-10-23T23:00:00.000Z 亚洲经济报道称，英伟达押注数据中心供配电领域，主张'缩小供电室、多装一台服务器'的思路。 https://slicast.com/ko/article/9hzq3l Slicast ko 2026-10-23T23:00:00.000Z Asia Economy 보도에 따르면, 엔비디아는 데이터센터 전력 공급 분야에 투자하고 있으며, "전력실을 줄여 서버를 한 대 더 넣는다"는 방식을 추진하고 있다. https://slicast.com/article/ae0axs Slicast en 2026-10-23T23:00:00.000Z An Asia Economy column in its Energy Odyssey series asks why Meta left RE100 and examines the AI data center power paradox. https://slicast.com/zh/article/ae0axs Slicast zh-cn 2026-10-23T23:00:00.000Z 亚洲经济能源系列专栏第14篇追问Meta为何退出RE100，并剖析人工智能数据中心用电的矛盾。 https://slicast.com/ko/article/ae0axs Slicast ko 2026-10-23T23:00:00.000Z Asia Economy의 칼럼 'Energy Odyssey' 시리즈는 Meta가 RE100에서 탈퇴한 이유를 묻고, AI 데이터센터의 전력 역설을 짚어본다. https://slicast.com/article/8e84ip Slicast en 2026-10-23T22:36:34.000Z HPCwire reports that Nutanix and Supermicro have jointly engineered a system for private inference to tackle runaway AI costs. https://slicast.com/zh/article/8e84ip Slicast zh-cn 2026-10-23T22:36:34.000Z HPCwire报道，Nutanix与超微电脑联合设计了一套私有推理系统，旨在应对失控的人工智能成本。 https://slicast.com/ko/article/8e84ip Slicast ko 2026-10-23T22:36:34.000Z HPCwire는 Nutanix와 Supermicro가 급증하는 AI 비용 문제를 해결하기 위해 프라이빗 추론용 시스템을 공동 개발했다고 보도했다. https://slicast.com/article/xc1yoi Slicast en 2026-10-23T22:23:31.000Z KBRA assigned preliminary ratings to U.S. Signal's data center asset-backed securities notes. https://slicast.com/zh/article/xc1yoi Slicast zh-cn 2026-10-23T22:23:31.000Z KBRA为U.S. Signal数据中心资产支持证券票据分配了初步评级。 https://slicast.com/ko/article/xc1yoi Slicast ko 2026-10-23T22:23:31.000Z KBRA, U.S. Signal의 데이터센터 자산유동화증권(ABS) 채권에 대해 예비 등급을 부여했다. https://slicast.com/article/fl98dt Slicast en 2026-10-23T22:08:19.000Z Micron Technology's CEO reaffirmed tight supply for the next two years, while HBM4 mass production and the CXMT controversy shape the stock outlook. https://slicast.com/zh/article/fl98dt Slicast zh-cn 2026-10-23T22:08:19.000Z 美光科技首席执行官重申未来两年供应仍将紧张；HBM4量产与长鑫存储（CXMT）争议正在影响股价预期。 https://slicast.com/ko/article/fl98dt Slicast ko 2026-10-23T22:08:19.000Z Micron Technology의 CEO는 향후 2년간 공급이 빠듯할 것이라고 재확인했으며, HBM4 양산과 CXMT 논란이 주가 전망을 좌우하고 있다. https://slicast.com/article/18ze1zm Slicast en 2026-10-23T22:06:26.000Z SK Hynix has canceled Solidigm's IPO, and AI infrastructure stocks slid in response. https://slicast.com/zh/article/18ze1zm Slicast zh-cn 2026-10-23T22:06:26.000Z SK海力士取消了Solidigm的首次公开募股，人工智能基础设施相关股票随之走低。 https://slicast.com/ko/article/18ze1zm Slicast ko 2026-10-23T22:06:26.000Z SK하이닉스가 솔리다임의 기업공개(IPO)를 철회했으며, 이에 따라 AI 인프라 관련 주식이 하락했다. https://slicast.com/article/t2vdmz Slicast en 2026-10-23T21:49:08.000Z CNBC reports turmoil across the AI buildout as neoclouds face pressure and credit risks mount, with Solidigm pulling its IPO. https://slicast.com/zh/article/t2vdmz Slicast zh-cn 2026-10-23T21:49:08.000Z CNBC报道，人工智能基础设施建设陷入动荡：新云服务商承压、信用风险上升，Solidigm也撤回了首次公开募股。 https://slicast.com/ko/article/t2vdmz Slicast ko 2026-10-23T21:49:08.000Z CNBC는 neocloud 업체들이 압박을 받고 신용 위험이 커지면서 AI 인프라 구축 전반에 혼란이 일고 있다고 보도했다. 한편 Solidigm은 IPO를 철회했다. https://slicast.com/article/sfl90k Slicast en 2026-10-23T21:28:11.000Z G42 plans to explore an AI factory in Greece with the Copelouzos Group. https://slicast.com/zh/article/sfl90k Slicast zh-cn 2026-10-23T21:28:11.000Z G42计划与Copelouzos Group合作，探索在希腊建设人工智能工厂。 https://slicast.com/ko/article/sfl90k Slicast ko 2026-10-23T21:28:11.000Z G42가 Copelouzos Group과 함께 그리스에서 AI 팩토리 건설을 검토할 계획이다. https://slicast.com/article/r4w0d Slicast en 2026-10-23T21:21:50.000Z Beijing's draft AI export rules would clear DeepSeek and MiniMax for overseas use. https://slicast.com/zh/article/r4w0d Slicast zh-cn 2026-10-23T21:21:50.000Z 北京的人工智能出口规则草案将允许DeepSeek和MiniMax用于海外。 https://slicast.com/ko/article/r4w0d Slicast ko 2026-10-23T21:21:50.000Z 베이징의 AI 수출 규정 초안에 따르면 DeepSeek와 MiniMax가 해외 사용 승인을 받게 된다. https://slicast.com/article/ssp266 Slicast en 2026-10-23T21:12:00.000Z Anthropic's draft IPO prospectus shows $16.3B in first-half 2026 revenue and $80.7B net loss https://slicast.com/zh/article/ssp266 Slicast zh-cn 2026-10-23T21:12:00.000Z Anthropic提交IPO保密申请:2026年上半年营收$16.3B,净亏损$80.7B(含$72B非现金会计费用) https://slicast.com/ko/article/ssp266 Slicast ko 2026-10-23T21:12:00.000Z Anthropic의 IPO 초안 투자설명서에 따르면 2026년 상반기 매출은 163억 달러, 순손실은 807억 달러로 나타났다. https://slicast.com/article/1a41pw6 Slicast en 2026-10-23T21:11:11.000Z TikTok US is reportedly seeking multiple gigawatts of computing capacity. https://slicast.com/zh/article/1a41pw6 Slicast zh-cn 2026-10-23T21:11:11.000Z 据报道，TikTok US正在寻求数个吉瓦的计算容量。 https://slicast.com/ko/article/1a41pw6 Slicast ko 2026-10-23T21:11:11.000Z TikTok US, 수십억 와트 규모가 아닌 다기가와트(multi-gigawatt) 규모의 컴퓨팅 용량 확보를 추진 중인 것으로 전해졌다. https://slicast.com/article/15yv3b6 Slicast en 2026-10-23T21:11:00.000Z NVIDIA GPU Roadmap 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-23T21:11:00.000Z Nvidia Vera Rubin全面量产:HBM4+TSMC 3nm,50 PFLOPS;2027年Rubin Ultra将支持HBM4e至1TB/GPU https://slicast.com/ko/article/15yv3b6 Slicast ko 2026-10-23T21:11:00.000Z NVIDIA GPU 로드맵 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/article/b1cma8 Slicast en 2026-10-23T21:10:00.000Z Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing; Crusoe and NBSF Announce $700M AI Factory Power Facility https://slicast.com/zh/article/b1cma8 Slicast zh-cn 2026-10-23T21:10:00.000Z Crusoe获$700M电力设施融资;Nscale SEC文件确认$44.6B Anthropic合同、筹备$35B NYSE IPO https://slicast.com/ko/article/b1cma8 Slicast ko 2026-10-23T21:10:00.000Z 미국 IPO를 앞두고 영국 AI 네오클라우드 기업 Nscale, 33억 6천만 달러 규모 전환사채 조달 확보; Crusoe와 NBSF, 7억 달러 규모 AI 팩토리 전력 시설 발표 https://slicast.com/article/1jmgjin Slicast en 2026-10-23T21:09:00.000Z Google backs 'existing nuclear plants' as data centres strain US energy grid https://slicast.com/zh/article/1jmgjin Slicast zh-cn 2026-10-23T21:09:00.000Z Google与Constellation Energy签署$4.3B核电升级协议,PJM电网新增3,590 MW(含890 MW新增核电) https://slicast.com/ko/article/1jmgjin Slicast ko 2026-10-23T21:09:00.000Z Google, 데이터센터 확산으로 미국 에너지 그리드에 부담… '기존 원자력 발전소' 지원 나서 https://slicast.com/article/sh3kz0 Slicast en 2026-10-23T21:07:00.000Z Retail Investors Oversubscribed This AI IPO 400 Times. It Fell 32% Anyway https://slicast.com/zh/article/sh3kz0 Slicast zh-cn 2026-10-23T21:07:00.000Z 韩国最大AI基础设施IPO Elice首日崩跌32%:机构超额认购389倍仍难逃破发 https://slicast.com/ko/article/sh3kz0 Slicast ko 2026-10-23T21:07:00.000Z 리테일 투자자들, 이 AI IPO에 400배 청약 몰렸지만 주가는 그럼에도 32% 하락 https://slicast.com/article/1canugf Slicast en 2026-10-23T21:06:00.000Z Goldman Warns the AI CapEx Race Is Becoming a Debt Supercycle https://slicast.com/zh/article/1canugf Slicast zh-cn 2026-10-23T21:06:00.000Z Goldman Sachs: 2027年超大规模厂商债务发行将升至$4200亿(+60% YoY),AI基础设施资本开支逼近$1.2T https://slicast.com/ko/article/1canugf Slicast ko 2026-10-23T21:06:00.000Z 골드만삭스, AI 설비투자 경쟁이 부채 슈퍼사이클로 번지고 있다고 경고 https://slicast.com/article/1cyrhg1 Slicast en 2026-10-23T21:03:00.000Z CoreWeave Bond Yields Near 15%, Credit Default Swaps Hit Distress Levels https://slicast.com/zh/article/1cyrhg1 Slicast zh-cn 2026-10-23T21:03:00.000Z CoreWeave债券殖利率升至~15.78%、CDS冲破1,140 bps进入信用困境区间,债市称其"金丝雀" https://slicast.com/ko/article/1cyrhg1 Slicast ko 2026-10-23T21:03:00.000Z CoreWeave 채권 수익률 15% 근접, 신용부도스와프 부실 수준 도달 https://slicast.com/article/afte1c Slicast en 2026-10-23T21:02:00.000Z KBRA assigned preliminary ratings to the Series 2026-1/2 notes issued by US Signal Issuer LLC and US Signal Co-Issuer LLC. https://slicast.com/zh/article/afte1c Slicast zh-cn 2026-10-23T21:02:00.000Z KBRA为US Signal Issuer LLC及US Signal Co-Issuer LLC发行的2026-1/2系列证券授予了初步评级。 https://slicast.com/ko/article/afte1c Slicast ko 2026-10-23T21:02:00.000Z KBRA는 US Signal Issuer LLC와 US Signal Co-Issuer LLC가 발행하는 Series 2026-1/2 노트에 대해 예비 신용등급을 부여했다. https://slicast.com/article/1bngv4k Slicast en 2026-10-23T21:02:00.000Z The Neocloud Bloodbath: NBIS, IREN, and CRWV Selloff Continues https://slicast.com/zh/article/1bngv4k Slicast zh-cn 2026-10-23T21:02:00.000Z Gartner"80%灭绝"预言持续发酵,Neocloud板块近一月惨烈:CRWV -35%、IREN -46%、NBIS -29% https://slicast.com/ko/article/1bngv4k Slicast ko 2026-10-23T21:02:00.000Z 네오클라우드 대폭락: NBIS, IREN, CRWV 매도세 지속 https://slicast.com/article/1xahulv Slicast en 2026-10-23T21:01:00.000Z Meta's revenue surges 26% to $64.6 billion, but skyrocketing AI spending turns screws on profit, free cash flow https://slicast.com/zh/article/1xahulv Slicast zh-cn 2026-10-23T21:01:00.000Z Meta Q3财报超预期但FCF十年来首次转负、单季资本开支$34.9B,股价-7%拖垮Nasdaq -2.6% https://slicast.com/ko/article/1xahulv Slicast ko 2026-10-23T21:01:00.000Z Meta 매출 26% 급증해 646억 달러 기록…AI 투자 확대에 이익·잉여현금흐름은 압박 https://slicast.com/article/14u75hs Slicast en 2026-10-23T20:51:57.000Z Amazon has scrapped four data centers planned for its $427M Virginia campus. https://slicast.com/zh/article/14u75hs Slicast zh-cn 2026-10-23T20:51:57.000Z 亚马逊已取消其弗吉尼亚州4.27亿美元园区中原定建设的四座数据中心。 https://slicast.com/ko/article/14u75hs Slicast ko 2026-10-23T20:51:57.000Z Amazon, 버지니아 27억 달러 규모 캠퍼스에 계획됐던 데이터센터 4곳을 취소했다. Wait, I need to correct that: the source says $427M, not $2.7 billion. Corrected translation: Amazon, 버지니아 4억 2,700만 달러 규모 캠퍼스에 계획됐던 데이터센터 4곳을 취소했다. https://slicast.com/article/to2qnr Slicast en 2026-10-23T20:12:47.000Z Cassava Technologies is expanding its AI infrastructure using NVIDIA Nemotron models. https://slicast.com/zh/article/to2qnr Slicast zh-cn 2026-10-23T20:12:47.000Z Cassava Technologies利用NVIDIA Nemotron模型扩展其AI基础设施。 https://slicast.com/ko/article/to2qnr Slicast ko 2026-10-23T20:12:47.000Z Cassava Technologies는 NVIDIA Nemotron 모델을 활용해 AI 인프라를 확장하고 있다. https://slicast.com/article/1vk2fnt Slicast en 2026-10-23T20:08:16.000Z A security firm found 32 NVIDIA B300 GPUs operating inside China Telecom, suggesting U.S. export controls are not stopping top-tier AI hardware from reaching China. https://slicast.com/zh/article/1vk2fnt Slicast zh-cn 2026-10-23T20:08:16.000Z 一家安全公司在中国电信内部发现32块英伟达B300图形处理器正在运行，表明美国出口管制并未阻止顶级AI硬件流入中国。 https://slicast.com/ko/article/1vk2fnt Slicast ko 2026-10-23T20:08:16.000Z 보안업체가 중국텔레콤 내부에서 32개의 NVIDIA B300 GPU가 가동 중인 것을 발견했으며, 이는 미국의 수출 통제가 최상위 AI 하드웨어의 중국 유입을 막지 못하고 있음을 시사한다. https://slicast.com/article/cwr8zq Slicast en 2026-10-23T19:48:08.000Z Critics say Alabama's newly adopted data center rules still leave customers in the dark. https://slicast.com/zh/article/cwr8zq Slicast zh-cn 2026-10-23T19:48:08.000Z 批评人士称，阿拉巴马州新出台的数据中心规则仍让客户处于信息不透明的状态。 https://slicast.com/ko/article/cwr8zq Slicast ko 2026-10-23T19:48:08.000Z 앨라배마주가 새로 도입한 데이터센터 규정이 여전히 소비자를 깜깜한 상태로 둔다는 비판이 나온다. https://slicast.com/article/if8jcz Slicast en 2026-10-23T19:48:05.000Z Voltus is expanding its virtual power plant (VPP) with a tech giant, branded GoogleWatts, to 1 GW within the PJM grid interconnection. https://slicast.com/zh/article/if8jcz Slicast zh-cn 2026-10-23T19:48:05.000Z Voltus与谷歌合作的GoogleWatts项目，正把其虚拟电厂扩展至PJM电网并网中的1吉瓦规模。 https://slicast.com/ko/article/if8jcz Slicast ko 2026-10-23T19:48:05.000Z Voltus는 PJM 계통연계 구간에서 가상발전소(VPP)를 1GW 규모로 확대하기 위해 GoogleWatts 브랜드를 내건 한 기술 대기업과 협력하고 있다. https://slicast.com/article/u0ja8z Slicast en 2026-10-23T18:56:05.000Z Blackstone says AI demand remains massive despite growing bubble concerns. https://slicast.com/zh/article/u0ja8z Slicast zh-cn 2026-10-23T18:56:05.000Z 黑石集团表示，尽管市场对泡沫的担忧日增，AI需求仍然十分庞大。 https://slicast.com/ko/article/u0ja8z Slicast ko 2026-10-23T18:56:05.000Z Blackstone, AI 수요가 거품 우려에도 여전히 막대하다고 밝혀. https://slicast.com/article/941u87 Slicast en 2026-10-23T18:49:53.000Z An explainer examines why AI data centers are driving a boom in fuel-cell demand. https://slicast.com/zh/article/941u87 Slicast zh-cn 2026-10-23T18:49:53.000Z 一篇解释性报道分析了为何AI数据中心正推动燃料电池需求激增。 https://slicast.com/ko/article/941u87 Slicast ko 2026-10-23T18:49:53.000Z AI 데이터센터가 연료전지 수요 급증을 이끄는 배경을 살펴보는 해설 기사다. https://slicast.com/article/gk3mn5 Slicast en 2026-10-23T18:40:42.000Z Intel's CTO says a shortage of EUV lithography tools limits AI chip supply growth to roughly double. https://slicast.com/zh/article/gk3mn5 Slicast zh-cn 2026-10-23T18:40:42.000Z 英特尔首席技术官表示，极紫外光刻机短缺将AI芯片供应增长限制在约翻一番的水平。 https://slicast.com/ko/article/gk3mn5 Slicast ko 2026-10-23T18:40:42.000Z Intel의 CTO는 EUV 노광 장비 부족으로 인해 AI 칩 공급 성장이 약 두 배 수준에 그친다고 밝혔다. https://slicast.com/article/23q5nb Slicast en 2026-10-23T18:36:34.000Z OpenAI says it is securing its frontier model training environment, restarting frontier training with the internet cut off after a breach. https://slicast.com/zh/article/23q5nb Slicast zh-cn 2026-10-23T18:36:34.000Z OpenAI表示正在加固其前沿模型训练环境，在一次安全事件后，已在断开互联网的情况下重启前沿模型训练。 https://slicast.com/ko/article/23q5nb Slicast ko 2026-10-23T18:36:34.000Z OpenAI는 해킹 사고 이후 프론티어 모델 학습 환경의 보안을 강화하고 있으며, 인터넷 연결을 차단한 상태에서 프론티어 학습을 재개한다고 밝혔다. https://slicast.com/article/5wcj7l Slicast en 2026-10-23T18:28:24.000Z Amazon CEO Andy Jassy says AI inference is still 10 times too expensive and argues Amazon chips offer the answer. https://slicast.com/zh/article/5wcj7l Slicast zh-cn 2026-10-23T18:28:24.000Z 亚马逊首席执行官安迪·贾西表示，AI推理成本仍高出十倍，并认为亚马逊芯片可以解决这一问题。 https://slicast.com/ko/article/5wcj7l Slicast ko 2026-10-23T18:28:24.000Z Amazon CEO Andy Jassy는 AI 추론 비용이 여전히 10배 높다고 말하며, Amazon 칩이 그 해법이라고 주장했다. https://slicast.com/article/1binxoj Slicast en 2026-10-23T18:26:20.000Z Intel's long-delayed Ohio chip plant has reached a major construction milestone. https://slicast.com/zh/article/1binxoj Slicast zh-cn 2026-10-23T18:26:20.000Z 英特尔延期已久的俄亥俄州芯片工厂已达成重要建设里程碑。 https://slicast.com/ko/article/1binxoj Slicast ko 2026-10-23T18:26:20.000Z Intel의 장기 지연되어 온 오하이오 칩 공장이 주요 건설 이정표에 도달했다. https://slicast.com/article/i7vl5a Slicast en 2026-10-23T18:26:00.000Z Schneider Electric is teaming up with Nvidia to build AI data center power equipment in as little as 6 months. https://slicast.com/zh/article/i7vl5a Slicast zh-cn 2026-10-23T18:26:00.000Z 施耐德电气与英伟达合作，最短可在6个月内建成人工智能数据中心的电力设备。 https://slicast.com/ko/article/i7vl5a Slicast ko 2026-10-23T18:26:00.000Z Schneider Electric, Nvidia와 협력해 AI 데이터센터용 전력 장비를 최단 6개월 내에 구축할 계획이다. https://slicast.com/article/cjedf4 Slicast en 2026-10-23T18:22:36.000Z OpenAI reportedly wants to raise $30 billion more before going public. https://slicast.com/zh/article/cjedf4 Slicast zh-cn 2026-10-23T18:22:36.000Z 据报道，OpenAI计划在上市前再募集300亿美元。 https://slicast.com/ko/article/cjedf4 Slicast ko 2026-10-23T18:22:36.000Z OpenAI는 기업공개(IPO) 이전에 300억 달러를 추가로 조달하려는 것으로 전해졌다. https://slicast.com/article/1j5hygv Slicast en 2026-10-23T18:04:25.000Z Hitachi Energy is developing a power system simulation using NVIDIA Omniverse libraries to help accelerate AI factory deployment. https://slicast.com/zh/article/1j5hygv Slicast zh-cn 2026-10-23T18:04:25.000Z 日立能源正利用英伟达的Omniverse库开发电力系统仿真，以加速AI工厂的部署。 https://slicast.com/ko/article/1j5hygv Slicast ko 2026-10-23T18:04:25.000Z Hitachi Energy는 AI 팩토리 구축을 가속화하기 위해 NVIDIA Omniverse 라이브러리를 활용한 전력 시스템 시뮬레이션을 개발하고 있습니다. https://slicast.com/article/1o9c75h Slicast en 2026-10-23T17:15:18.000Z STACK Infrastructure is ramping up lobbying on data center grid costs. https://slicast.com/zh/article/1o9c75h Slicast zh-cn 2026-10-23T17:15:18.000Z STACK Infrastructure正加大游说力度，争取在数据中心电网成本问题上发声。 https://slicast.com/ko/article/1o9c75h Slicast ko 2026-10-23T17:15:18.000Z STACK Infrastructure, 데이터센터 전력망 비용 관련 로비 활동을 강화하고 있다. https://slicast.com/article/1gvk14y Slicast en 2026-10-23T17:12:00.000Z Applied Digital's co-founders bought shares as the stock hit a one-year low. https://slicast.com/zh/article/1gvk14y Slicast zh-cn 2026-10-23T17:12:00.000Z Applied Digital的联合创始人在股价跌至一年低点之际增持股份。 https://slicast.com/ko/article/1gvk14y Slicast ko 2026-10-23T17:12:00.000Z Applied Digital의 공동창업자들은 주가가 1년 최저치를 기록하는 시점에 주식을 매수했다. https://slicast.com/article/1awsoii Slicast en 2026-10-23T17:05:05.000Z VentureBeat argues that idle GPUs are not stopping AI platform plans from moving ahead. https://slicast.com/zh/article/1awsoii Slicast zh-cn 2026-10-23T17:05:05.000Z VentureBeat认为，闲置GPU并未阻止AI平台的建设计划。 https://slicast.com/ko/article/1awsoii Slicast ko 2026-10-23T17:05:05.000Z VentureBeat는 유휴 GPU가 AI 플랫폼 계획의 추진을 가로막는 것은 아니라고 주장한다. https://slicast.com/article/edgm6r Slicast en 2026-10-23T16:45:00.000Z 24/7 Wall St. describes Marvell Technology as facing a multi-front competitive fight against Taiwan's custom silicon ecosystem. https://slicast.com/zh/article/edgm6r Slicast zh-cn 2026-10-23T16:45:00.000Z 24/7 Wall St.报道称，美满电子正面临来自台湾定制芯片生态系统的多线竞争压力。 https://slicast.com/ko/article/edgm6r Slicast ko 2026-10-23T16:45:00.000Z 24/7 Wall St.는 Marvell Technology가 대만의 맞춤형 실리콘 생태계를 상대로 여러 전선에서 경쟁을 벌이고 있다고 보도했다. https://slicast.com/article/1hz41ng Slicast en 2026-10-23T16:42:58.000Z Brave New Coin reports OpenAI cutting a $150 billion valuation while Anthropic reported an $80 billion loss. https://slicast.com/zh/article/1hz41ng Slicast zh-cn 2026-10-23T16:42:58.000Z Brave New Coin报道称OpenAI的1500亿美元估值遭到削减，同时Anthropic报告了800亿美元亏损。 https://slicast.com/ko/article/1hz41ng Slicast ko 2026-10-23T16:42:58.000Z Brave New Coin는 OpenAI가 1,500억 달러 기업가치를 낮췄다고 보도했으며, Anthropic은 800억 달러 규모의 손실을 기록했다고 밝혔다. https://slicast.com/article/gf6pci Slicast en 2026-10-23T16:39:20.000Z CMC Markets says TSMC and ASML are signaling a multi-year AI chip demand cycle. https://slicast.com/zh/article/gf6pci Slicast zh-cn 2026-10-23T16:39:20.000Z CMC Markets表示，台积电与ASML释放出多年期AI芯片需求周期的信号。 https://slicast.com/ko/article/gf6pci Slicast ko 2026-10-23T16:39:20.000Z CMC Markets는 TSMC와 ASML이 다년간의 AI 반도체 수요 사이클을 시사하고 있다고 밝혔다. https://slicast.com/article/gryhlc Slicast en 2026-10-23T16:36:07.000Z Data Center Frontier reports Big Tech is turning to power from nuclear reactors that are already running. https://slicast.com/zh/article/gryhlc Slicast zh-cn 2026-10-23T16:36:07.000Z Data Center Frontier报道称，科技巨头正转向采购已在运行核反应堆的电力。 https://slicast.com/ko/article/gryhlc Slicast ko 2026-10-23T16:36:07.000Z 데이터센터 프런티어(Data Center Frontier)는 빅테크 기업들이 이미 가동 중인 원자력 발전소의 전력을 활용하는 방향으로 나서고 있다고 보도했다. https://slicast.com/article/i1ey4y Slicast en 2026-10-23T16:30:00.000Z A business lobby in Australia urges policymakers not to scare off data centre investment. https://slicast.com/zh/article/i1ey4y Slicast zh-cn 2026-10-23T16:30:00.000Z 澳大利亚一商业游说团体呼吁政府不要吓跑数据中心投资。 https://slicast.com/ko/article/i1ey4y Slicast ko 2026-10-23T16:30:00.000Z 호주의 한 비즈니스 로비단체가 정책 입안자들에게 데이터센터 투자를 위축시키지 말 것을 촉구하고 있다. https://slicast.com/article/1fsbi2t Slicast en 2026-10-23T16:25:00.000Z A youth group in Fort Worth plans a rally to stop data center growth. https://slicast.com/zh/article/1fsbi2t Slicast zh-cn 2026-10-23T16:25:00.000Z 沃斯堡的一个青年团体计划举行集会，阻止数据中心扩张。 https://slicast.com/ko/article/1fsbi2t Slicast ko 2026-10-23T16:25:00.000Z 포트워스의 한 청년 단체가 데이터 센터 확장을 막기 위한 집회를 계획하고 있다. https://slicast.com/article/13o2boe Slicast en 2026-10-23T16:10:43.000Z Core Stack JV is adding two facilities near Cremona and Verona, which are in advanced planning stages, to its €1bn Italy network. https://slicast.com/zh/article/13o2boe Slicast zh-cn 2026-10-23T16:10:43.000Z Core Stack合资企业正将克雷莫纳和维罗纳附近的两座设施纳入其10亿欧元的意大利网络，两处项目均处于先进规划阶段。 https://slicast.com/ko/article/13o2boe Slicast ko 2026-10-23T16:10:43.000Z Core Stack JV는 크레모나와 베로나 인근에 두 개의 시설을 추가할 계획이며, 현재 두 시설 모두 고급 계획 단계에 있습니다. 이는 총 10억 유로 규모의 이탈리아 네트워크에 편입됩니다. https://slicast.com/article/fstyzj Slicast en 2026-10-23T16:10:43.000Z A new Libyan telecom firm plans to launch a data center in 2027, while installation of the Medusa subsea cable progresses in Benghazi. https://slicast.com/zh/article/fstyzj Slicast zh-cn 2026-10-23T16:10:43.000Z 一家利比亚新电信公司计划在2027年推出数据中心，同时Medusa海底电缆在班加西的铺设工作也在推进。 https://slicast.com/ko/article/fstyzj Slicast ko 2026-10-23T16:10:43.000Z 리비아의 신설 통신사가 2027년 데이터센터 출범을 계획하고 있으며, 벵가지에서는 메두사 해저 케이블 설치가 진행 중이다. https://slicast.com/article/1o5xdr1 Slicast en 2026-10-23T16:05:00.000Z AOL reports that as the US pulls chip manufacturing back home, semiconductor toolmakers are winning first. https://slicast.com/zh/article/1o5xdr1 Slicast zh-cn 2026-10-23T16:05:00.000Z AOL报道称，随着美国将芯片制造回迁本土，半导体设备商率先受益。 https://slicast.com/ko/article/1o5xdr1 Slicast ko 2026-10-23T16:05:00.000Z AOL은 미국이 반도체 제조를 국내로 되돌리면서 반도체 장비 제조사들이 먼저 수혜를 입고 있다고 보도했다. https://slicast.com/article/jmmk2g Slicast en 2026-10-23T16:04:12.000Z Actyus, Adequita, and Nethits have launched a fund for edge data centers. https://slicast.com/zh/article/jmmk2g Slicast zh-cn 2026-10-23T16:04:12.000Z Actyus、Adequita和Nethits联合推出了一只边缘数据中心基金。 https://slicast.com/ko/article/jmmk2g Slicast ko 2026-10-23T16:04:12.000Z Actyus, Adequita, Nethits가 엣지 데이터센터를 위한 펀드를 출범했다. https://slicast.com/article/193bl43 Slicast en 2026-10-23T16:00:37.000Z A short seller is betting against Csquare, saying the data center firm's shares are worthless over concerns about its portfolio and capital structure. https://slicast.com/zh/article/193bl43 Slicast zh-cn 2026-10-23T16:00:37.000Z 一家做空机构押注Csquare，称这家数据中心公司的股票一文不值，理由是其资产组合与资本结构存在问题。 https://slicast.com/ko/article/193bl43 Slicast ko 2026-10-23T16:00:37.000Z 한 공매도 투자자가 데이터센터 기업 Csquare의 주식이 포트폴리오와 자본 구조에 대한 우려로 인해 가치가 없다고 주장하며 해당 기업에 대해 베팅하고 있다. https://slicast.com/article/1x69wbr Slicast en 2026-10-23T15:59:54.000Z TradingView reports OpenAI has made a financial move ahead of a potential IPO. https://slicast.com/zh/article/1x69wbr Slicast zh-cn 2026-10-23T15:59:54.000Z TradingView报道称，OpenAI在可能的首次公开募股（IPO）前采取了一项财务动作。 https://slicast.com/ko/article/1x69wbr Slicast ko 2026-10-23T15:59:54.000Z TradingView는 OpenAI가 잠재적인 IPO에 앞서 재무적 움직임을 보였다고 보도했다. https://slicast.com/article/1qtpj36 Slicast en 2026-10-23T15:55:54.000Z Meta has detailed its Ohio Prometheus data center campus, with the first phase now live and already used to train Muse. https://slicast.com/zh/article/1qtpj36 Slicast zh-cn 2026-10-23T15:55:54.000Z Meta详细介绍了其俄亥俄州的Prometheus数据中心园区，首期已投入运行，并已用于训练Muse。 https://slicast.com/ko/article/1qtpj36 Slicast ko 2026-10-23T15:55:54.000Z Meta가 오하이오주 Prometheus 데이터센터 캠퍼스의 세부 내용을 공개했으며, 1단계가 이미 가동 중이고 Muse 학습에 활용되고 있습니다. https://slicast.com/article/1qxbmd7 Slicast en 2026-10-23T15:53:43.000Z ZTE has unveiled a data center module for AI workloads, with rack power ranging from 20kW to 60kW. https://slicast.com/zh/article/1qxbmd7 Slicast zh-cn 2026-10-23T15:53:43.000Z 中兴通讯推出了一款面向AI工作负载的数据中心模块，机架功率范围为20千瓦至60千瓦。 https://slicast.com/ko/article/1qxbmd7 Slicast ko 2026-10-23T15:53:43.000Z ZTE가 AI 워크로드용 데이터센터 모듈을 공개했으며, 랙당 전력 용량은 20kW에서 60kW까지 지원한다. https://slicast.com/article/1e4x08k Slicast en 2026-10-23T15:35:03.000Z Abu Dhabi's G42 plans to build an AI factory in Greece as UAE-Greece ties deepen. https://slicast.com/zh/article/1e4x08k Slicast zh-cn 2026-10-23T15:35:03.000Z 阿布扎比的G42计划在希腊建设人工智能工厂，同时阿联酋与希腊的关系进一步深化。 https://slicast.com/ko/article/1e4x08k Slicast ko 2026-10-23T15:35:03.000Z 아부다비의 G42, UAE-그리스 협력 강화에 따라 그리스에 AI 팩토리 구축 계획 https://slicast.com/article/1i3b84p Slicast en 2026-10-23T15:33:22.000Z The City of Umatilla in Oregon declared a state of emergency after losing expected tax revenue from Sabey and Amazon data center projects amid a state-wide ban. https://slicast.com/zh/article/1i3b84p Slicast zh-cn 2026-10-23T15:33:22.000Z 俄勒冈州Umatilla市因原本应来自Sabey和亚马逊的税收收入未能到账，并受全州性禁令影响，宣布进入紧急状态。 https://slicast.com/ko/article/1i3b84p Slicast ko 2026-10-23T15:33:22.000Z 오리건주 유마틸라 시는 주 전역의 금지 조치로 인해 세이비(Sabey)와 아마존(Amazon) 데이터센터 프로젝트에서 예상했던 세수가 줄어들자 비상사태를 선포했다. https://slicast.com/article/1yw3ifx Slicast en 2026-10-23T15:32:05.000Z Micron's G11 3D NAND is said to double bit density with over 400 layers, reaching 42 Gb/mm2 and a 5,400 MT/s interface speed for higher-capacity, faster SSDs. https://slicast.com/zh/article/1yw3ifx Slicast zh-cn 2026-10-23T15:32:05.000Z 美光科技的G11三维闪存据称层数超过400层，密度翻倍，达到每平方毫米42 Gb，接口速率为5400 MT/s，可用于制造容量更大、速度更快的固态硬盘。 https://slicast.com/ko/article/1yw3ifx Slicast ko 2026-10-23T15:32:05.000Z Micron의 G11 3D NAND는 400개 이상의 레이어를 적용해 비트 밀도를 두 배로 높였다고 알려졌으며, 42 Gb/mm²의 밀도와 5,400 MT/s의 인터페이스 속도를 구현해 고용량·고속 SSD를 겨냥한다. https://slicast.com/article/6agunx Slicast en 2026-10-23T15:31:13.000Z Texas Commissioner Christian backed Energy Secretary Wright's call for responsible growth of data centers in Texas. https://slicast.com/zh/article/6agunx Slicast zh-cn 2026-10-23T15:31:13.000Z 得克萨斯州委员Christian支持能源部长Wright提出的得克萨斯州数据中心须负责任增长的呼吁。 https://slicast.com/ko/article/6agunx Slicast ko 2026-10-23T15:31:13.000Z 텍사스 위원 크리스천은 텍사스 내 데이터센터의 책임 있는 성장을 촉구한 에너지부 장관 라이트의 발언을 지지했다. https://slicast.com/article/1atfed9 Slicast en 2026-10-23T15:27:49.000Z Nor-Tech announced an AI ProServer configured with NVIDIA H200 and L40S GPUs. https://slicast.com/zh/article/1atfed9 Slicast zh-cn 2026-10-23T15:27:49.000Z Nor-Tech发布搭载英伟达H200和L40S图形处理器的AI ProServer服务器。 https://slicast.com/ko/article/1atfed9 Slicast ko 2026-10-23T15:27:49.000Z Nor-Tech, NVIDIA H200 및 L40S GPU가 탑재된 AI ProServer를 발표했다. https://slicast.com/article/rip9r2 Slicast en 2026-10-23T15:21:51.000Z OpenAI's Steinberger puts last month's token spend near $10 million. https://slicast.com/zh/article/rip9r2 Slicast zh-cn 2026-10-23T15:21:51.000Z OpenAI的Steinberger表示，上个月的词元支出接近1000万美元。 https://slicast.com/ko/article/rip9r2 Slicast ko 2026-10-23T15:21:51.000Z OpenAI의 Steinberger는 지난달 토큰 지출이 약 1,000만 달러에 이른 것으로 추산했다. https://slicast.com/article/4e58rz Slicast en 2026-10-23T15:21:16.000Z SK hynix has abandoned plans for an IPO of Solidigm and confirmed Solidigm will build a 3D NAND fab in the U.S. https://slicast.com/zh/article/4e58rz Slicast zh-cn 2026-10-23T15:21:16.000Z SK海力士放弃了Solidigm的IPO计划，并确认Solidigm将在美国建设三维闪存晶圆厂。 https://slicast.com/ko/article/4e58rz Slicast ko 2026-10-23T15:21:16.000Z SK하이닉스는 솔리다임(Solidigm)의 기업공개(IPO) 계획을 철회했으며, 솔리다임이 미국에 3D NAND 팹을 건설할 것이라고 확인했다. https://slicast.com/article/2s7r14 Slicast en 2026-10-23T15:18:05.000Z OpenAI is nearing a roughly $30 billion funding round at a $1.25 trillion valuation, led by Coatue and UAE investors, after trimming its target valuation to $1.25 trillion following investor pushback. https://slicast.com/zh/article/2s7r14 Slicast zh-cn 2026-10-23T15:18:05.000Z OpenAI即将完成约300亿美元融资，由Coatue和阿联酋投资者领投，估值为1.25万亿美元；此前因投资者抵制，其目标估值已下调至1.25万亿美元。 https://slicast.com/ko/article/2s7r14 Slicast ko 2026-10-23T15:18:05.000Z OpenAI는 Coatue와 UAE 투자자들이 주도하는 약 300억 달러 규모의 투자 유치를 목전에 두고 있으며, 투자자들의 반발 이후 목표 기업가치를 1조 2,500억 달러로 낮췄다. https://slicast.com/article/1epfr6f Slicast en 2026-10-23T15:15:51.000Z A Seeking Alpha analysis argues that Micron's HBM margin drag will flip into a profit driver in 2027. https://slicast.com/zh/article/1epfr6f Slicast zh-cn 2026-10-23T15:15:51.000Z Seeking Alpha的一篇分析认为，美光科技的高带宽内存利润率拖累将于2027年转为利润驱动因素。 https://slicast.com/ko/article/1epfr6f Slicast ko 2026-10-23T15:15:51.000Z Seeking Alpha 분석은 Micron의 HBM 마진 부담이 2027년에는 수익성 개선 동력으로 전환될 것이라고 주장한다. https://slicast.com/article/w5eip3 Slicast en 2026-10-23T14:55:00.000Z Fuel cells are emerging as a fast lane for AI data centers that cannot wait years for grid interconnection. https://slicast.com/zh/article/w5eip3 Slicast zh-cn 2026-10-23T14:55:00.000Z 燃料电池正成为人工智能数据中心的快速通道，以绕开可能需要数年才能完成并网的电网。 https://slicast.com/ko/article/w5eip3 Slicast ko 2026-10-23T14:55:00.000Z AI 데이터센터 중 전력망 연결을 수년간 기다릴 수 없는 곳에서는 연료전지가 빠른 대안으로 떠오르고 있다. https://slicast.com/article/hzjm5d Slicast en 2026-10-23T14:50:18.000Z Finland's power grid is bracing for a 40% surge in demand as data centers line up for connection. https://slicast.com/zh/article/hzjm5d Slicast zh-cn 2026-10-23T14:50:18.000Z 芬兰电网正为数据中心排队接入而准备应对40%的电力需求激增。 https://slicast.com/ko/article/hzjm5d Slicast ko 2026-10-23T14:50:18.000Z 핀란드 전력망은 데이터센터들의 연결 신청이 이어지면서 전력 수요가 40% 급증할 것에 대비하고 있다. https://slicast.com/article/26u9qg Slicast en 2026-10-23T14:43:56.000Z PG&E CEO Patti Poppe said the utility needs wildfire policy reform to manage tail risk, warning that its credit rating is a major issue and that legislative inaction will keep getting worse. https://slicast.com/zh/article/26u9qg Slicast zh-cn 2026-10-23T14:43:56.000Z PG&E首席执行官Patti Poppe表示，公司需要野火政策改革以管理尾部风险，并称其信用评级是一个重大问题，立法不作为将使情况持续恶化。 https://slicast.com/ko/article/26u9qg Slicast ko 2026-10-23T14:43:56.000Z PG&E CEO Patti Poppe는 유틸리티 기업이 테일 리스크를 관리하려면 산불 정책 개혁이 필요하다고 말하며, 신용등급이 주요 문제이고 입법 공백이 계속 악화될 것이라고 경고했다. https://slicast.com/article/j3na22 Slicast en 2026-10-23T14:40:32.000Z O-Green plans a €7.4 billion data center campus in San Mateo de Gállego, Zaragoza, Spain, with the fund linked to Oman. https://slicast.com/zh/article/j3na22 Slicast zh-cn 2026-10-23T14:40:32.000Z O-Green计划在西班牙萨拉戈萨的San Mateo de Gállego投资74亿欧元建设数据中心园区，该基金与阿曼相关。 https://slicast.com/ko/article/j3na22 Slicast ko 2026-10-23T14:40:32.000Z O-Green, 스페인 사라고사주 산마테오데갈레고에 74억 유로 규모의 데이터센터 캠퍼스를 건설할 계획이며, 이 사업에는 오만과 연계된 펀드가 참여한다. https://slicast.com/article/e35two Slicast en 2026-10-23T14:32:09.000Z Broadcom's AI growth story faces a financing question even as analysts remain bullish. https://slicast.com/zh/article/e35two Slicast zh-cn 2026-10-23T14:32:09.000Z 尽管分析师仍然看好，博通的人工智能增长故事却面临融资问题。 https://slicast.com/ko/article/e35two Slicast ko 2026-10-23T14:32:09.000Z Broadcom의 AI 성장 스토리는 애널리스트들이 여전히 낙관적인 가운데에도 자금 조달 문제에 직면해 있다. https://slicast.com/article/1p0yqsw Slicast en 2026-10-23T14:25:04.000Z Google Cloud revenue surged as Alphabet focuses on a $100 billion TPU opportunity ahead of its Q3 earnings. https://slicast.com/zh/article/1p0yqsw Slicast zh-cn 2026-10-23T14:25:04.000Z 谷歌云营收大幅增长，Alphabet在第三季度财报发布前重点关注1000亿美元的TPU机遇。 https://slicast.com/ko/article/1p0yqsw Slicast ko 2026-10-23T14:25:04.000Z Alphabet이 3분기 실적 발표를 앞두고 1,000억 달러 규모의 TPU 기회에 집중하면서 Google Cloud 매출이 급증했다. https://slicast.com/article/12vrbo3 Slicast en 2026-10-23T14:19:06.000Z AI Magazine highlights SambaNova Systems' fast AI inference chips at a US$11 billion value. https://slicast.com/zh/article/12vrbo3 Slicast zh-cn 2026-10-23T14:19:06.000Z AI Magazine报道称，SambaNova Systems的快速推理芯片价值达110亿美元。 https://slicast.com/ko/article/12vrbo3 Slicast ko 2026-10-23T14:19:06.000Z AI Magazine은 SambaNova Systems의 고속 AI 추론 칩을 주목하며, 해당 기업의 기업가치를 110억 달러로 소개했다. https://slicast.com/article/1pgvcio Slicast en 2026-10-23T14:12:57.000Z S&P Global Ratings launched a North America data center dashboard. https://slicast.com/zh/article/1pgvcio Slicast zh-cn 2026-10-23T14:12:57.000Z S&P Global Ratings推出了北美数据中心仪表板。 https://slicast.com/ko/article/1pgvcio Slicast ko 2026-10-23T14:12:57.000Z S&P Global Ratings, 북미 데이터센터 대시보드 출시 https://slicast.com/article/35kdf9 Slicast en 2026-10-23T14:08:46.000Z Vicor shares gained after an AI-driven earnings beat and an announced factory expansion. https://slicast.com/zh/article/35kdf9 Slicast zh-cn 2026-10-23T14:08:46.000Z Vicor股价因人工智能驱动的业绩超预期及工厂扩建而走强。 https://slicast.com/ko/article/35kdf9 Slicast ko 2026-10-23T14:08:46.000Z Vicor 주가는 AI 수요에 힘입은 실적 상회와 공장 증설 발표 이후 상승했다. https://slicast.com/article/1weo4yo Slicast en 2026-10-23T14:01:52.000Z Aleria plans to deploy Nvidia Blackwell and Vera Rubin GPUs in the US and the UAE. https://slicast.com/zh/article/1weo4yo Slicast zh-cn 2026-10-23T14:01:52.000Z Aleria计划在美国和阿联酋部署英伟达Blackwell和Vera Rubin图形处理器。 https://slicast.com/ko/article/1weo4yo Slicast ko 2026-10-23T14:01:52.000Z Aleria는 미국과 UAE에 Nvidia Blackwell 및 Vera Rubin GPU를 배치할 계획이다. https://slicast.com/article/1ezxuzw Slicast en 2026-10-23T14:00:53.000Z Vertical Semiconductor was awarded $73 million in CHIPS Act funding to develop its vGaN transistor technology, with the Department of Commerce taking a minority stake. https://slicast.com/zh/article/1ezxuzw Slicast zh-cn 2026-10-23T14:00:53.000Z Vertical Semiconductor获得7300万美元CHIPS Act资金，用于开发其vGaN晶体管技术，美国商务部将持有其少数股权。 https://slicast.com/ko/article/1ezxuzw Slicast ko 2026-10-23T14:00:53.000Z Vertical Semiconductor는 vGaN 트랜지스터 기술 개발을 위해 CHIPS법 지원금 7,300만 달러를 확보했으며, 미 상무부는 소수 지분을 취득한다. https://slicast.com/article/19sqd63 Slicast en 2026-10-23T14:00:00.000Z Healthcare Data Center Market to Reach USD 37.11 Billion by 2035 as AI Genomics, EHR Resilience and Hosted Capacity Reshape Healthcare Infrastructure - DC Market Insights https://slicast.com/zh/article/19sqd63 Slicast zh-cn 2026-10-23T14:00:00.000Z 医疗数据中心市场将于2035年达到371.1亿美元，AI基因组学、EHR韧性与托管容量重塑医疗基础设施 - DC Market Insights https://slicast.com/ko/article/19sqd63 Slicast ko 2026-10-23T14:00:00.000Z 헬스케어 데이터센터 시장, AI 유전체학·EHR 복원력·호스팅 용량이 헬스케어 인프라를 재편하면서 2035년 371억 달러 도달 전망 - DC Market Insights https://slicast.com/article/1mgmqls Slicast en 2026-10-23T13:21:00.000Z S&P Global Ratings launches interactive North America data center dashboard https://slicast.com/zh/article/1mgmqls Slicast zh-cn 2026-10-23T13:21:00.000Z S&P Global Ratings推出北美数据中心交互式仪表板 https://slicast.com/ko/article/1mgmqls Slicast ko 2026-10-23T13:21:00.000Z S&P Global Ratings, 북미 데이터센터 인터랙티브 대시보드 출시 https://slicast.com/article/1vwfvpj Slicast en 2026-10-23T12:00:00.000Z TERAWULF INC. files 8-K: entry into a material agreement, creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/1vwfvpj Slicast zh-cn 2026-10-23T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/article/5v39jo Slicast en 2026-10-23T12:00:00.000Z Marvell Technology files 8-K: entry into a material agreement https://slicast.com/zh/article/5v39jo Slicast zh-cn 2026-10-23T12:00:00.000Z Marvell Technology 提交 8-K：重大事件 https://slicast.com/article/4h6p51 Slicast en 2026-10-23T10:50:00.000Z SLB Announces Third-Quarter 2026 Results https://slicast.com/zh/article/4h6p51 Slicast zh-cn 2026-10-23T10:50:00.000Z SLB宣布2026年第三季度业绩 https://slicast.com/article/11vcz3p Slicast en 2026-10-23T10:30:00.000Z Data Center Immersion Cooling Fluids Market worth $1.06 billion by 2033 - Exclusive Report by MarketsandMarkets™ https://slicast.com/zh/article/11vcz3p Slicast zh-cn 2026-10-23T10:30:00.000Z 数据中心浸没式冷却液市场到2033年将达10.6亿美元 - MarketsandMarkets™独家报告 https://slicast.com/ko/article/11vcz3p Slicast ko 2026-10-23T10:30:00.000Z 데이터센터 침지 냉각 유체 시장, 2033년 10억 6천만 달러 규모로 성장 - MarketsandMarkets™ 독점 보고서 https://slicast.com/article/1v1cxgo Slicast en 2026-10-23T02:00:13.000Z Kazakhstan Expands Compute for Its AI Future https://slicast.com/zh/article/1v1cxgo Slicast zh-cn 2026-10-23T02:00:13.000Z 哈萨克斯坦扩展其AI未来的算力 https://slicast.com/ko/article/1v1cxgo Slicast ko 2026-10-23T02:00:13.000Z 카자흐스탄, AI 미래를 위한 컴퓨팅 인프라 확대 https://slicast.com/commentary/iren-2026-10-22 Slicast en 2026-10-22T21:20:44.446Z IREN Stock News, October 2026: What Has Driven the Selloff and What to Watch Next https://slicast.com/zh/commentary/iren-2026-10-22 Slicast zh-cn 2026-10-22T21:20:44.446Z IREN股票动态，2026年10月：本月抛售背景与前瞻信号 https://slicast.com/article/1o5wpf4 Slicast en 2026-10-22T21:11:00.000Z AI infrastructure faces four hurdles: Power, construction, technology, funding https://slicast.com/zh/article/1o5wpf4 Slicast zh-cn 2026-10-22T21:11:00.000Z AI 基础设施承压"四大障碍";Google 签 Constellation Energy 核电 PPA;SMR 市场 2031 年预计达 $2069 亿 https://slicast.com/ko/article/1o5wpf4 Slicast ko 2026-10-22T21:11:00.000Z AI 인프라는 네 가지 장벽에 직면해 있다: 전력, 건설, 기술, 자금 조달 https://slicast.com/article/18l53qn Slicast en 2026-10-22T21:09:00.000Z IREN Limited (IREN https://slicast.com/zh/article/18l53qn Slicast zh-cn 2026-10-22T21:09:00.000Z IREN FY2026 全年营收 $7.07 亿(+41%),AI 云季度营收环比翻倍,11 月 5 日发布下季财报 https://slicast.com/article/1bnf1y3 Slicast en 2026-10-22T21:08:00.000Z Broadcom Redefines AI Infrastructure with Industry-Leading Networking Innovations at 2026 OCP Global Summit https://slicast.com/zh/article/1bnf1y3 Slicast zh-cn 2026-10-22T21:08:00.000Z Broadcom 在 OCP 峰会推出 Tomahawk 6 + 第三代 CPO,携 15 家合作伙伴正面挑战 NVLink https://slicast.com/ko/article/1bnf1y3 Slicast ko 2026-10-22T21:08:00.000Z Broadcom, 2026 OCP 글로벌 서밋에서 업계 최고 수준의 네트워킹 혁신으로 AI 인프라를 재정의 https://slicast.com/article/23ctzb Slicast en 2026-10-22T21:07:00.000Z Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising https://slicast.com/zh/article/23ctzb Slicast zh-cn 2026-10-22T21:07:00.000Z Nebius GPU 云价格 10 月 1 日全面上调 17–21%,供需逆转信号浮现 https://slicast.com/ko/article/23ctzb Slicast ko 2026-10-22T21:07:00.000Z 투자자들은 네오클라우드의 사업 모델에 의문을 제기하고 있지만, Nebius는 AI 컴퓨팅 가격이 상승하고 있다고 밝혔다. https://slicast.com/article/1spstn8 Slicast en 2026-10-22T21:05:00.000Z Meta is creating a new non-voting stock class it could use to fund its AI buildout https://slicast.com/zh/article/1spstn8 Slicast zh-cn 2026-10-22T21:05:00.000Z Meta 发行无投票权 C 类股,为 AI 建设保留无上限融资通道;四大超大规模厂商合计资本开支逼近 $7250 亿 https://slicast.com/ko/article/1spstn8 Slicast ko 2026-10-22T21:05:00.000Z Meta, AI 투자 재원 마련에 활용할 수 있는 신규 무의결권 주식 클래스 도입 추진 https://slicast.com/article/vttqjr Slicast en 2026-10-22T21:04:00.000Z Data-center firm Elice plunges in South Korea IPO, raising more doubts over AI boom https://slicast.com/zh/article/vttqjr Slicast zh-cn 2026-10-22T21:04:00.000Z 韩国 AI 数据中心公司 Elice KOSDAQ 首日暴跌 32%,创韩国 IPO 开盘跌幅历史纪录 https://slicast.com/ko/article/vttqjr Slicast ko 2026-10-22T21:04:00.000Z 데이터센터 기업 Elice, 한국 IPO에서 급락…AI 붐에 대한 우려 확산 https://slicast.com/article/13o61jd Slicast en 2026-10-22T21:03:00.000Z Gartner Warns 80% of Neocloud Providers to Cease Independent Operations by 2030 https://slicast.com/zh/article/13o61jd Slicast zh-cn 2026-10-22T21:03:00.000Z Gartner 预测:逾 80% Neocloud 2030 年前丧失独立运营能力,AI 基建面临 $3.5T 减值风险 https://slicast.com/ko/article/13o61jd Slicast ko 2026-10-22T21:03:00.000Z Gartner, 2030년까지 네오클라우드 사업자 80%의 독립 운영 중단 전망 https://slicast.com/article/1fd13w3 Slicast en 2026-10-22T21:01:00.000Z Meta Q3 2026 earnings: Revenue beats but first-ever negative free cash flow rattles AI infrastructure stocks https://slicast.com/zh/article/1fd13w3 Slicast zh-cn 2026-10-22T21:01:00.000Z Meta Q3 财报首现负自由现金流,资本开支上调至最高 $145B,引爆 AI 电力/基建股集体抛售 https://slicast.com/ko/article/1fd13w3 Slicast ko 2026-10-22T21:01:00.000Z Meta 2026년 3분기 실적: 매출은 예상치 상회했으나 사상 첫 잉여현금흐름 적자에 AI 인프라 관련주 급락 https://slicast.com/commentary/intel-2026-10-22 Slicast en 2026-10-22T20:56:21.688Z Intel (INTC) Stock, October 2026: 8% Single-Session Drop Amid Packaging Competition and Expanding Fab Ambitions https://slicast.com/zh/commentary/intel-2026-10-22 Slicast zh-cn 2026-10-22T20:56:21.688Z 英特尔（INTC）2026年10月：单日跌8%，封装业务竞争加剧与晶圆厂扩建并行推进 https://slicast.com/commentary/terawulf-2026-10-22 Slicast en 2026-10-22T20:45:40.321Z TeraWulf (WULF) Stock, October 2026: Shares Drop 11% as Muskie Campus Power Deal Doubles to 1 GW https://slicast.com/zh/commentary/terawulf-2026-10-22 Slicast zh-cn 2026-10-22T20:45:40.321Z TeraWulf（WULF）股价，2026年10月：Muskie园区电力协议扩至1吉瓦后单日下跌11% https://slicast.com/commentary/applied-digital-2026-10-22 Slicast en 2026-10-22T20:30:30.082Z Applied Digital (APLD) AI Buildout Financing, October 2026 https://slicast.com/zh/commentary/applied-digital-2026-10-22 Slicast zh-cn 2026-10-22T20:30:30.082Z Applied Digital（APLD）人工智能建设融资，2026年10月 https://slicast.com/commentary/applied-materials-2026-10-22 Slicast en 2026-10-22T20:21:20.198Z Applied Materials Stock, October 2026: AMAT Falls 8.2% in a Single Session With No Published Explanation https://slicast.com/zh/commentary/applied-materials-2026-10-22 Slicast zh-cn 2026-10-22T20:21:20.198Z 应用材料股票 2026年10月：AMAT单日下跌8.2%，暂无公开报道说明原因 https://slicast.com/brief/2026-10-23 Slicast en 2026-10-22T20:07:24.069Z Latest AI Infrastructure News: October 23, 2026 https://slicast.com/zh/brief/2026-10-23 Slicast zh-cn 2026-10-22T20:07:24.069Z AI 基础设施新闻早报 · 2026年10月23日 https://slicast.com/ko/brief/2026-10-23 Slicast ko 2026-10-22T20:07:24.069Z 최신 AI 인프라 뉴스 · 2026년 10월 23일 https://slicast.com/article/xkgw0i Slicast en 2026-10-22T20:05:00.000Z Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance https://slicast.com/zh/article/xkgw0i Slicast zh-cn 2026-10-22T20:05:00.000Z Bloom Energy公布创纪录的2026年第三季度财务业绩，并上调全年2026年业绩指引 https://slicast.com/article/t5f3bn Slicast en 2026-10-22T19:45:35.000Z CoreWeave's debt fell again as a Korean neocloud's IPO tanked, according to Morningstar. https://slicast.com/zh/article/t5f3bn Slicast zh-cn 2026-10-22T19:45:35.000Z 据Morningstar报道，一家韩国新型AI云服务商的首次公开募股表现惨淡，CoreWeave的债券价格再度下跌。 https://slicast.com/ko/article/t5f3bn Slicast ko 2026-10-22T19:45:35.000Z CoreWeave의 부채는 Morningstar에 따르면 한국 네오클라우드 기업의 IPO가 부진을 겪는 가운데 다시 감소했다. https://slicast.com/article/irg7xr Slicast en 2026-10-22T19:41:00.000Z The Trump administration is pouring nearly $1 billion into the power grid as Americans face rising electricity costs, per The Daily Caller. https://slicast.com/zh/article/irg7xr Slicast zh-cn 2026-10-22T19:41:00.000Z 据The Daily Caller报道，特朗普政府将向电网投入近10亿美元，而美国民众正面临电费上涨压力。 https://slicast.com/ko/article/irg7xr Slicast ko 2026-10-22T19:41:00.000Z 트럼프 행정부가 미국인들의 전기요금 부담이 커지는 가운데 전력망에 약 10억 달러를 투입하고 있다고 The Daily Caller가 보도했다. https://slicast.com/article/vfj1y1 Slicast en 2026-10-22T19:15:00.000Z Forgent to Report Fiscal First Quarter 2027 Results; Revenues and Adjusted EBITDA Will Exceed High End of Guidance https://slicast.com/zh/article/vfj1y1 Slicast zh-cn 2026-10-22T19:15:00.000Z Forgent 将公布2027财年第一季度业绩;营收和调整后EBITDA将超过业绩指引上限 https://slicast.com/ko/article/vfj1y1 Slicast ko 2026-10-22T19:15:00.000Z Forgent, 2027 회계연도 1분기 실적 발표 예정; 매출 및 조정 EBITDA, 가이던스 상단 상회 전망 https://slicast.com/article/j18c6r Slicast en 2026-10-22T19:08:01.000Z Chip stocks fell after equipment maker Lam Research cited 'supply chain constraints'. https://slicast.com/zh/article/j18c6r Slicast zh-cn 2026-10-22T19:08:01.000Z 设备制造商Lam Research提及‘供应链约束’，芯片股随之下跌。 https://slicast.com/ko/article/j18c6r Slicast ko 2026-10-22T19:08:01.000Z 칩 관련주가 장비업체 Lam Research가 '공급망 제약'을 언급한 이후 하락했다. https://slicast.com/article/pnjgs9 Slicast en 2026-10-22T19:04:19.000Z Bitcoin hashrate hit a seven-month high amid shifts by miners toward AI work. https://slicast.com/zh/article/pnjgs9 Slicast zh-cn 2026-10-22T19:04:19.000Z 比特币算力升至七个月高点，同时矿企出现向人工智能业务转型的动向。 https://slicast.com/ko/article/pnjgs9 Slicast ko 2026-10-22T19:04:19.000Z 비트코인 해시레이트가 채굴업체들이 AI 작업으로 전환하는 흐름 속에서 7개월 만에 최고치를 기록했다. https://slicast.com/article/15itg3y Slicast en 2026-10-22T18:57:31.000Z Nvidia CEO Huang Jensen said 'the more memory, the better' and dismissed concerns about a 2029 memory oversupply. https://slicast.com/zh/article/15itg3y Slicast zh-cn 2026-10-22T18:57:31.000Z 英伟达首席执行官Huang Jensen表示‘内存越多越好’，并否认了对2029年内存供应过剩的担忧。 https://slicast.com/ko/article/15itg3y Slicast ko 2026-10-22T18:57:31.000Z Nvidia CEO 황젠슨(Jensen Huang)은 "메모리는 많을수록 좋다"고 말하며 2029년 메모리 공급 과잉 우려를 일축했다. https://slicast.com/article/v35wf2 Slicast en 2026-10-22T18:55:00.000Z Micron is ditching 4F² DRAM architecture even as rival memory makers double down on it. https://slicast.com/zh/article/v35wf2 Slicast zh-cn 2026-10-22T18:55:00.000Z 美光科技正在放弃4F²动态随机存取存储器架构，而其竞争对手却在加倍投入该技术。 https://slicast.com/ko/article/v35wf2 Slicast ko 2026-10-22T18:55:00.000Z 마이크론은 경쟁사들이 해당 기술에 더욱 집중하는 가운데에도 4F² DRAM 아키텍처를 포기하고 있다. https://slicast.com/article/5s8x4o Slicast en 2026-10-22T18:47:44.000Z ABC reports that people power in Australian suburbs is exposing the fragility of the AI boom. https://slicast.com/zh/article/5s8x4o Slicast zh-cn 2026-10-22T18:47:44.000Z 澳大利亚广播公司（ABC）报道称，郊区居民的抗议行动正在暴露人工智能热潮的脆弱性。 https://slicast.com/ko/article/5s8x4o Slicast ko 2026-10-22T18:47:44.000Z ABC 보도에 따르면, 호주 교외 지역 주민들의 힘이 AI 붐의 취약성을 드러내고 있다. https://slicast.com/article/1wcmsnv Slicast en 2026-10-22T18:40:36.000Z SBS reports a $3-billion downgrade that could ripple through Australia's surging data center industry. https://slicast.com/zh/article/1wcmsnv Slicast zh-cn 2026-10-22T18:40:36.000Z SBS报道称，一项30亿美元的下调可能波及正快速增长的澳大利亚数据中心行业。 https://slicast.com/ko/article/1wcmsnv Slicast ko 2026-10-22T18:40:36.000Z SBS는 호주의 급성장하는 데이터센터 산업에 파급될 수 있는 30억 달러 규모의 하향 조정을 보도했다. https://slicast.com/article/15uxr7q Slicast en 2026-10-22T18:39:00.000Z GE Vernova fell 11% as Meta's spending outlook stoked AI financing worries, with Vertiv Holdings down 7% and Eaton down 6%. https://slicast.com/zh/article/15uxr7q Slicast zh-cn 2026-10-22T18:39:00.000Z 受Meta支出展望加剧人工智能融资担忧拖累，GE Vernova股价下跌11%，维谛技术下跌7%，伊顿下跌6%。 https://slicast.com/ko/article/15uxr7q Slicast ko 2026-10-22T18:39:00.000Z GE Vernova 주가는 메타의 투자 전망이 AI 자금 조달 우려를 키우면서 11% 하락했고, Vertiv Holdings는 7%, Eaton은 6% 떨어졌다. https://slicast.com/article/hge07s Slicast en 2026-10-22T18:36:54.000Z Nebius says it is 'sequencing' its financing after receiving $3.5 billion from Citi, with bigger asset-backed loans still to come. https://slicast.com/zh/article/hge07s Slicast zh-cn 2026-10-22T18:36:54.000Z Nebius表示正在对融资进行‘分步安排’，此前已从花旗集团获得35亿美元，规模更大的资产支持贷款仍将到位。 https://slicast.com/ko/article/hge07s Slicast ko 2026-10-22T18:36:54.000Z Nebius는 Citi로부터 35억 달러를 확보한 이후 자금 조달을 '순차적으로 진행'하고 있다고 밝혔으며, 더 큰 규모의 자산담보대출이 추가로 예정되어 있다고 전했다. https://slicast.com/article/1kewxlp Slicast en 2026-10-22T18:35:13.000Z Micron revealed its DDR6, LPDDR6, HBM and NAND roadmap as AI memory demand keeps climbing. https://slicast.com/zh/article/1kewxlp Slicast zh-cn 2026-10-22T18:35:13.000Z 美光科技公布了DDR6、LPDDR6、HBM和NAND路线图，同时人工智能内存需求持续攀升。 https://slicast.com/ko/article/1kewxlp Slicast ko 2026-10-22T18:35:13.000Z Micron은 AI 메모리 수요가 계속 늘어나는 가운데 DDR6, LPDDR6, HBM, NAND 로드맵을 공개했다. https://slicast.com/article/1dgmqnl Slicast en 2026-10-22T18:28:15.000Z CBRE is leaning more on its data center business as deals slow elsewhere, per Bisnow. https://slicast.com/zh/article/1dgmqnl Slicast zh-cn 2026-10-22T18:28:15.000Z 据Bisnow报道，世邦魏理仕在其他交易放缓之际，越来越依赖数据中心业务。 https://slicast.com/ko/article/1dgmqnl Slicast ko 2026-10-22T18:28:15.000Z CBRE는 다른 부문의 거래가 둔화되는 가운데 데이터센터 사업에 대한 의존도를 높이고 있다고 Bisnow가 보도했다. https://slicast.com/article/x6b8u8 Slicast en 2026-10-22T17:58:00.000Z SanDisk fell 8% as a memory selloff deepened ahead of earnings, with Western Digital down 7% and Micron down 6%. https://slicast.com/zh/article/x6b8u8 Slicast zh-cn 2026-10-22T17:58:00.000Z 闪迪股价下跌8%，因财报前内存股抛售加剧；西部数据下跌7%，美光科技下跌6%。 https://slicast.com/ko/article/x6b8u8 Slicast ko 2026-10-22T17:58:00.000Z SanDisk 주가는 실적 발표를 앞두고 메모리 매도세가 심화되면서 8% 하락했으며, Western Digital은 7%, Micron은 6% 하락했다. https://slicast.com/article/1l40fw5 Slicast en 2026-10-22T17:50:09.000Z Google introduced Agent Compute Engine, a runtime giving every Gemini agent its own hardware-isolated micro virtual machine. https://slicast.com/zh/article/1l40fw5 Slicast zh-cn 2026-10-22T17:50:09.000Z 谷歌推出Agent Compute Engine，这是一种专为人工智能智能体设计的运行时环境，可为每个Gemini智能体分配独立的硬件隔离微型虚拟机。 https://slicast.com/ko/article/1l40fw5 Slicast ko 2026-10-22T17:50:09.000Z Google, Agent Compute Engine을 출시했다. 이는 모든 Gemini 에이전트에 하드웨어 격리된 마이크로 가상 머신을 각각 할당하는 런타임이다. https://slicast.com/article/1k027ta Slicast en 2026-10-22T17:35:35.000Z Gradiant will provide water for a data center in West Texas, according to the Midland Reporter-Telegram. https://slicast.com/zh/article/1k027ta Slicast zh-cn 2026-10-22T17:35:35.000Z 据Midland Reporter-Telegram报道，Gradiant将为西得克萨斯州的一座数据中心提供水资源服务。 https://slicast.com/ko/article/1k027ta Slicast ko 2026-10-22T17:35:35.000Z Midland Reporter-Telegram에 따르면, Gradiant은 West Texas의 데이터 센터에 물을 공급할 예정이다. https://slicast.com/article/1obmo3x Slicast en 2026-10-22T17:31:11.000Z AD HOC NEWS reports that SK Hynix's index ambitions are meeting a harder reality in HBM. https://slicast.com/zh/article/1obmo3x Slicast zh-cn 2026-10-22T17:31:11.000Z AD HOC NEWS报道称，SK海力士的指数层面期望正面临更严峻的高带宽内存（HBM）市场现实。 https://slicast.com/ko/article/1obmo3x Slicast ko 2026-10-22T17:31:11.000Z AD HOC NEWS는 SK하이닉스의 지수 목표가 HBM 분야에서 더 냉혹한 현실에 부딪히고 있다고 보도했다. https://slicast.com/article/8zxf2a Slicast en 2026-10-22T17:17:23.000Z Omnes Capital has taken a minority stake in Nordic data center startup Heim. https://slicast.com/zh/article/8zxf2a Slicast zh-cn 2026-10-22T17:17:23.000Z Omnes Capital入股北欧数据中心初创公司Heim，持有少数股权。 https://slicast.com/ko/article/8zxf2a Slicast ko 2026-10-22T17:17:23.000Z Omnes Capital, 북유럽 데이터센터 스타트업 Heim의 지분을 소수 매입했다. https://slicast.com/article/1jb9jtn Slicast en 2026-10-22T16:57:02.000Z SoleCrypt unveiled a 40 MW AI campus in Bizerte, Tunisia, per ET Datacenters. https://slicast.com/zh/article/1jb9jtn Slicast zh-cn 2026-10-22T16:57:02.000Z SoleCrypt在突尼斯比塞大推出一座40兆瓦的人工智能园区，消息来源为ET Datacenters。 https://slicast.com/ko/article/1jb9jtn Slicast ko 2026-10-22T16:57:02.000Z SoleCrypt가 ET Datacenters에 따르면 튀니지 비제르테에 40 MW 규모의 AI 캠퍼스를 공개했다. https://slicast.com/article/1ta65n9 Slicast en 2026-10-22T16:49:45.000Z Simply Wall Street highlights three China AI infrastructure stocks after DeepSeek's $15b funding move. https://slicast.com/zh/article/1ta65n9 Slicast zh-cn 2026-10-22T16:49:45.000Z Simply Wall Street在深度求索推出$15b（约150亿美元）融资动作后，梳理了三只中国人工智能基础设施股票。 https://slicast.com/ko/article/1ta65n9 Slicast ko 2026-10-22T16:49:45.000Z Simply Wall Street, DeepSeek의 150억 달러 규모 자금 조달 이후 중국 AI 인프라 관련 3개 종목을 조명하다. https://slicast.com/article/trozz0 Slicast en 2026-10-22T16:48:00.000Z Data centers will cost ComEd $3 billion, and consumer groups warn that Illinois households could end up on the hook, per WBEZ Chicago. https://slicast.com/zh/article/trozz0 Slicast zh-cn 2026-10-22T16:48:00.000Z 据WBEZ Chicago报道，数据中心将让ComEd承担30亿美元成本，消费者团体担心伊利诺伊州家庭最终要为此买单。 https://slicast.com/ko/article/trozz0 Slicast ko 2026-10-22T16:48:00.000Z 데이터센터로 인해 ComEd가 30억 달러를 부담하게 되며, 소비자 단체들은 일리노이 주 가구가 그 비용을 떠안게 될 수 있다고 경고하고 있다고 WBEZ Chicago가 보도했다. https://slicast.com/article/1n0xliz Slicast en 2026-10-22T16:47:00.000Z Vertiv and Nvidia are targeting a 10-week cut in the AI power and cooling setup, per TheStreet. https://slicast.com/zh/article/1n0xliz Slicast zh-cn 2026-10-22T16:47:00.000Z 维谛技术与英伟达瞄准将人工智能供电与散热系统的部署周期缩短10周，据TheStreet报道。 https://slicast.com/ko/article/1n0xliz Slicast ko 2026-10-22T16:47:00.000Z Vertiv와 Nvidia는 TheStreet 보도에 따르면 AI 전력 및 냉각 설비 구축 기간을 10주로 단축하는 것을 목표로 하고 있다. https://slicast.com/article/1cywj99 Slicast en 2026-10-22T16:33:56.000Z A report says 'circular financing' shows the AI bubble is 'primed to pop', per Menafn. https://slicast.com/zh/article/1cywj99 Slicast zh-cn 2026-10-22T16:33:56.000Z 一份报告称，'循环融资'显示人工智能泡沫已'濒临破裂'，消息来源为Menafn。 https://slicast.com/ko/article/1cywj99 Slicast ko 2026-10-22T16:33:56.000Z 보고서에 따르면 '순환 금융'은 AI 거품이 '터질 준비가 되어 있음'을 보여준다고 Menafn이 전했다. https://slicast.com/article/hmtdot Slicast en 2026-10-22T16:30:25.000Z Microsoft has filed for a data center campus in Floyd County, Georgia, featuring three data center buildings. https://slicast.com/zh/article/hmtdot Slicast zh-cn 2026-10-22T16:30:25.000Z 微软在佐治亚州弗洛伊德县申请了一个数据中心园区，将包含三栋数据中心建筑。 https://slicast.com/ko/article/hmtdot Slicast ko 2026-10-22T16:30:25.000Z Microsoft가 조지아주 플로이드 카운티에 데이터센터 건물 3동으로 구성된 데이터센터 캠퍼스 건설 계획을 신청했다. https://slicast.com/article/1qopf1y Slicast en 2026-10-22T16:29:48.000Z Reuters reports that Anthropic's IPO stands alone as AI market jitters sideline other listings. https://slicast.com/zh/article/1qopf1y Slicast zh-cn 2026-10-22T16:29:48.000Z 路透社报道，在人工智能市场波动令其他企业上市搁置之际，Anthropic的首次公开募股（IPO）独树一帜。 https://slicast.com/ko/article/1qopf1y Slicast ko 2026-10-22T16:29:48.000Z Reuters 보도에 따르면, AI 시장의 불안감으로 다른 기업들의 상장이 보류된 가운데 Anthropic의 IPO는 홀로 진행되고 있다. https://slicast.com/article/325aq0 Slicast en 2026-10-22T16:25:42.000Z Reliance Global Group signed a letter of intent (LOI) to acquire a GPU cloud provider, and says the proposed AI computing purchase would use cash, not shares. https://slicast.com/zh/article/325aq0 Slicast zh-cn 2026-10-22T16:25:42.000Z Reliance Global Group签署了收购一家图形处理器云服务商的意向书（LOI），并表示拟议中的人工智能算力收购将以现金而非股份支付。 https://slicast.com/ko/article/325aq0 Slicast ko 2026-10-22T16:25:42.000Z Reliance Global Group은 GPU 클라우드 제공업체 인수를 위한 의향서(LOI)를 체결했다고 밝혔으며, 제안된 AI 컴퓨팅 매입은 주식이 아닌 현금으로 이루어질 것이라고 설명했다. https://slicast.com/article/8zp6p3 Slicast en 2026-10-22T16:22:38.000Z IBM's infrastructure revenue rebounded after a Q2 drop, with CEO Arvind Krishna pointing to a sovereign AI 'tailwind'. https://slicast.com/zh/article/8zp6p3 Slicast zh-cn 2026-10-22T16:22:38.000Z IBM基础设施业务收入在第二季度下滑后出现反弹，首席执行官Arvind Krishna称主权人工智能是其所看到的'顺风'。 https://slicast.com/ko/article/8zp6p3 Slicast ko 2026-10-22T16:22:38.000Z IBM의 인프라 매출이 2분기 하락 이후 반등했으며, 아르빈드 크리슈나 CEO는 소버린 AI의 '순풍'을 그 배경으로 꼽았다. https://slicast.com/article/178pisa Slicast en 2026-10-22T16:20:35.000Z HPE expanded its Private Cloud AI solution to support mixed Nvidia hardware clusters and launched a Vera CPU rack, with expanded support for agentic AI. https://slicast.com/zh/article/178pisa Slicast zh-cn 2026-10-22T16:20:35.000Z 慧与（HPE）扩展了其Private Cloud AI方案，以支持混合英伟达硬件集群，并推出Vera CPU机架，加强对智能体人工智能的支持。 https://slicast.com/ko/article/178pisa Slicast ko 2026-10-22T16:20:35.000Z HPE는 Private Cloud AI 솔루션을 확장해 혼합 Nvidia 하드웨어 클러스터를 지원하고, 에이전틱 AI에 대한 지원을 강화한 Vera CPU 랙을 출시했다. https://slicast.com/article/1vravgh Slicast en 2026-10-22T16:18:13.000Z Nokia beat earnings on AI-driven demand, yet its shares slid, according to Invezz. https://slicast.com/zh/article/1vravgh Slicast zh-cn 2026-10-22T16:18:13.000Z 诺基亚财报因人工智能驱动的需求超出预期，但股价下跌，消息来源为Invezz。 https://slicast.com/ko/article/1vravgh Slicast ko 2026-10-22T16:18:13.000Z Nokia, 인베즈(Invezz) 보도에 따르면 AI 수요에 힘입어 실적이 시장 예상을 웃돌았으나 주가는 하락했다. https://slicast.com/article/16ml8an Slicast en 2026-10-22T16:17:35.000Z HUMAIN and NVIDIA expanded their Saudi AI factory pipeline by 84MW, per Data Centre Magazine. https://slicast.com/zh/article/16ml8an Slicast zh-cn 2026-10-22T16:17:35.000Z HUMAIN与英伟达将沙特人工智能工厂项目管线扩大84兆瓦，消息来源为Data Centre Magazine。 https://slicast.com/ko/article/16ml8an Slicast ko 2026-10-22T16:17:35.000Z HUMAIN과 NVIDIA가 Data Centre Magazine에 따르면 사우디 AI 팩토리 파이프라인을 84MW 확대했다. https://slicast.com/article/5rvvtu Slicast en 2026-10-22T16:15:17.000Z Utility Dive reports utilities are turning to AI to manage rising power demand, including for maintenance prioritization and demand forecasting, while uneven or unauditable AI outputs constrain broade https://slicast.com/zh/article/5rvvtu Slicast zh-cn 2026-10-22T16:15:17.000Z Utility Dive报道，公用事业公司正转向人工智能应对由人工智能带来的电力需求增长，应用包括检修优先级排序和需求预测，但输出结果不稳定或无法审计，限制了更广泛的应用。 https://slicast.com/ko/article/5rvvtu Slicast ko 2026-10-22T16:15:17.000Z Utility Dive는 전력 수요 증가에 대응하기 위해 유틸리티들이 유지보수 우선순위 설정과 수요 예측 등에 AI를 활용하고 있다고 보도했다. 다만 AI 출력의 품질이 고르지 않고 감사(검증)가 불가능한 점이 보다 폭넓은 활용을 제약하고 있다. https://slicast.com/article/tfmh5j Slicast en 2026-10-22T16:05:01.000Z Nvidia unveiled its DSX POD, saying it can slash AI data center deployment times, while its Berlin launch also drew a Greenpeace protest against rapid industry expansion. https://slicast.com/zh/article/tfmh5j Slicast zh-cn 2026-10-22T16:05:01.000Z 英伟达发布DSX POD，称其可大幅缩短人工智能数据中心的部署时间；在柏林的发布会上，绿色和平组织发起抗议，反对行业快速扩张。 https://slicast.com/ko/article/tfmh5j Slicast ko 2026-10-22T16:05:01.000Z Nvidia, DSX POD를 공개하며 AI 데이터센터 구축 기간을 획기적으로 단축할 수 있다고 밝혔다. 한편 베를린 출시 행사에서는 업계의 급속한 확장에 반대하는 그린피스 시위도 벌어졌다. https://slicast.com/article/148iscn Slicast en 2026-10-22T16:01:57.000Z Al-Monitor assesses what Iran's threats to Hormuz internet cables mean for the Gulf. https://slicast.com/zh/article/148iscn Slicast zh-cn 2026-10-22T16:01:57.000Z Al-Monitor分析了伊朗对霍尔木兹海峡互联网缆线的威胁对海湾地区意味着什么。 https://slicast.com/ko/article/148iscn Slicast ko 2026-10-22T16:01:57.000Z Al-Monitor는 이란이 호르무즈 해협의 해저 인터넷 케이블에 가하는 위협이 걸프 지역에 어떤 의미를 갖는지 분석한다. https://slicast.com/article/1pgkif4 Slicast en 2026-10-22T16:00:36.000Z Vector Core Compute is launching a new neocloud for agentic edge AI and is working with SambaNova to differentiate. https://slicast.com/zh/article/1pgkif4 Slicast zh-cn 2026-10-22T16:00:36.000Z Vector Core Compute推出一家面向智能体边缘场景的新型云服务商，并与SambaNova合作寻求差异化。 https://slicast.com/ko/article/1pgkif4 Slicast ko 2026-10-22T16:00:36.000Z Vector Core Compute는 에이전틱 엣지 AI를 위한 새로운 네오클라우드를 출시하며, SambaNova와 협력해 차별화를 꾀하고 있다. https://slicast.com/article/6xc6nh Slicast en 2026-10-22T16:00:00.000Z Taipei Times reports that TSMC is seeking alternatives to certain factory equipment. https://slicast.com/zh/article/6xc6nh Slicast zh-cn 2026-10-22T16:00:00.000Z 据Taipei Times报道，台积电正在寻找部分工厂设备的替代供应商。 https://slicast.com/ko/article/6xc6nh Slicast ko 2026-10-22T16:00:00.000Z Taipei Times는 TSMC가 일부 공장 장비에 대한 대체 수단을 모색하고 있다고 보도했다. https://slicast.com/article/ntf0q7 Slicast en 2026-10-22T15:54:03.000Z Arbol launched a first-of-its-kind moratorium risk insurance product that pays out if data center construction is suspended. https://slicast.com/zh/article/ntf0q7 Slicast zh-cn 2026-10-22T15:54:03.000Z Arbol推出了同类首创的暂停建设风险保险，在数据中心建设被暂停时进行赔付。 https://slicast.com/ko/article/ntf0q7 Slicast ko 2026-10-22T15:54:03.000Z Arbol은 데이터센터 건설이 중단될 경우 보험금을 지급하는 업계 최초의 모라토리엄 리스크 보험 상품을 출시했다. https://slicast.com/article/19dubd6 Slicast en 2026-10-22T15:40:50.000Z Dell unveiled Nvidia Vera CPU offerings and launched its first Groq 3 LPU rack-scale inference solution, with all products purpose-built for agentic AI, Dell said. https://slicast.com/zh/article/19dubd6 Slicast zh-cn 2026-10-22T15:40:50.000Z 戴尔推出英伟达Vera CPU系列产品，并首次推出Groq 3 LPU机架级推理解决方案；戴尔表示，所有产品均专为智能体AI打造。 https://slicast.com/ko/article/19dubd6 Slicast ko 2026-10-22T15:40:50.000Z Dell은 Nvidia Vera CPU 제품군을 공개하고 첫 번째 Groq 3 LPU 랙 스케일 추론 솔루션을 출시했다고 밝혔다. Dell은 모든 제품이 에이전틱 AI를 위해 설계되었다고 덧붙였다. https://slicast.com/article/trj06 Slicast en 2026-10-22T15:39:59.000Z Sammy Fans examines the DRAM split over the 4F² cell architecture, framing Samsung and SK hynix as alarmed, CXMT as making an aggressive bet, and Micron as having made a clever rejection of the design https://slicast.com/zh/article/trj06 Slicast zh-cn 2026-10-22T15:39:59.000Z Sammy Fans分析了围绕4F²单元结构的DRAM阵营分化：文章将三星和SK海力士描述为陷入恐慌，长鑫存储（CXMT）押注激进，美光则巧妙地选择了拒绝。 https://slicast.com/ko/article/trj06 Slicast ko 2026-10-22T15:39:59.000Z Sammy Fans는 4F² 셀 구조를 둘러싼 DRAM 업계의 입장 차이를 짚었다. 이 매체는 삼성전자와 SK하이닉스는 우려를 표하고 있으며, CXMT는 공격적인 베팅을 하고 있고, 마이크론은 해당 설계를 영리하게 거부했다고 평가한다. https://slicast.com/article/1apdjg6 Slicast en 2026-10-22T15:39:37.000Z Samsung's Lee Jae-yong inspected a power plant site in the UAE amid war, according to Chosun Ilbo. https://slicast.com/zh/article/1apdjg6 Slicast zh-cn 2026-10-22T15:39:37.000Z 据朝鲜日报报道，三星的Lee Jae-yong在战争背景下视察了阿联酋一处发电厂选址。 https://slicast.com/ko/article/1apdjg6 Slicast ko 2026-10-22T15:39:37.000Z 삼성의 이재용 회장이 전쟁 상황 속에서 UAE의 발전소 부지를 시찰했다고 조선일보가 보도했다. https://slicast.com/article/vjmjmk Slicast en 2026-10-22T15:35:24.000Z NVIDIA plans to connect 576 Rubin Ultra GPUs using co-packaged optics (CPO) next year to form one giant GPU with what it describes as 'highest performance per watt', aimed at driving 10 trillion-param https://slicast.com/zh/article/vjmjmk Slicast zh-cn 2026-10-22T15:35:24.000Z 英伟达计划明年使用共封装光学（CPO）将576颗Rubin Ultra图形处理器连接起来，形成一颗巨型GPU，宣称其每瓦性能最高，用于驱动10万亿参数级AI模型。 https://slicast.com/ko/article/vjmjmk Slicast ko 2026-10-22T15:35:24.000Z NVIDIA는 내년에 공동 패키징 광학(CPO)을 활용해 576개의 Rubin Ultra GPU를 연결하여 하나의 거대한 GPU를 구성할 계획이라고 밝혔습니다. 회사 측은 이를 "와트당 최고 성능"이라고 설명하며, 10조 개 매개변수 규모의 AI 모델 구동을 목표로 하고 있습니다. https://slicast.com/article/6l0557 Slicast en 2026-10-22T15:29:43.000Z Lava has uncovered banned Nvidia chips linked to China Telecom addresses, according to Crypto Briefing. https://slicast.com/zh/article/6l0557 Slicast zh-cn 2026-10-22T15:29:43.000Z 据Crypto Briefing报道，Lava发现了与中国电信地址相关联的被禁英伟达芯片。 https://slicast.com/ko/article/6l0557 Slicast ko 2026-10-22T15:29:43.000Z Lava는 Crypto Briefing에 따르면 China Telecom 주소와 연결된 금지 대상 Nvidia 칩을 적발했다. https://slicast.com/article/1hjwv24 Slicast en 2026-10-22T15:25:17.000Z Short sellers have booked about $6 billion in unrealized paper gains as AI data center stocks sold off over debt fears, per CNBC TV18. https://slicast.com/zh/article/1hjwv24 Slicast zh-cn 2026-10-22T15:25:17.000Z 随着AI数据中心板块股价因债务担忧下跌，做空者账面浮盈约60亿美元（据CNBC TV18报道）。 https://slicast.com/ko/article/1hjwv24 Slicast ko 2026-10-22T15:25:17.000Z 공매도 세력이 AI 데이터센터 관련주의 debt 우려에 따른 급락으로 약 60억 달러의 미실현 평가이익을 확보했다고 CNBC TV18이 보도했다. https://slicast.com/article/y5gvxd Slicast en 2026-10-22T15:20:48.000Z A billionaire developer's secretive San Diego AI data center pitch is drawing scrutiny over Trump ties, housing questions and a 99-year Navy land deal. https://slicast.com/zh/article/y5gvxd Slicast zh-cn 2026-10-22T15:20:48.000Z 一位亿万富翁开发商在圣地亚哥秘密推销的AI数据中心方案，因其与特朗普的关联、住房问题以及一项99年期海军土地协议而受到关注。 https://slicast.com/ko/article/y5gvxd Slicast ko 2026-10-22T15:20:48.000Z 억만장자 개발업자가 추진 중인 샌디에이고 AI 데이터센터 계획이 비공개 진행 방식으로 논란을 빚고 있으며, 트럼프 측과의 연관성, 주택 문제, 그리고 99년 기간의 해군 부지 계약을 둘러싸고 검증이 이어지고 있다. https://slicast.com/article/1hdnhf5 Slicast en 2026-10-22T15:15:22.000Z Canadian company Uniserve is developing a 1MW data center in Vancouver on a site next door to an existing data center. https://slicast.com/zh/article/1hdnhf5 Slicast zh-cn 2026-10-22T15:15:22.000Z 加拿大Uniserve公司正在温哥华建设一座1兆瓦数据中心，选址紧邻一座现有数据中心。 https://slicast.com/ko/article/1hdnhf5 Slicast ko 2026-10-22T15:15:22.000Z 캐나다 기업 Uniserve는 밴쿠버에 기존 데이터센터와 인접한 부지를 활용해 1MW 규모의 데이터센터를 개발하고 있다.