https://slicast.com/article/dcx221 Slicast en 2026-11-06T14:08:20.000Z Reportedly almost 600,000 Nvidia H200 chips are stranded in Hong Kong because Chinese government import approvals are stalled, and large-volume shipments remain blocked. https://slicast.com/zh/article/dcx221 Slicast zh-cn 2026-11-06T14:08:20.000Z 据报道,由于中国政府的进口审批停滞,近60万片英伟达H200芯片滞留在香港,大批量出货仍被阻断。 https://slicast.com/ko/article/dcx221 Slicast ko 2026-11-06T14:08:20.000Z Nvidia H200 칩 약 60만 개가 중국 정부의 수입 승인이 지연되면서 홍콩에 발이 묶인 것으로 전해졌으며, 대량 물량의 출하는 여전히 막혀 있다. https://slicast.com/article/zaab4 Slicast en 2026-11-06T13:25:48.000Z NTT Data signed a 900MW fuel cell supply agreement with Bloom Energy, with first deliveries expected next year. https://slicast.com/zh/article/zaab4 Slicast zh-cn 2026-11-06T13:25:48.000Z NTT Data与Bloom Energy签署了900MW燃料电池供应协议,首批交付预计于明年开始。 https://slicast.com/ko/article/zaab4 Slicast ko 2026-11-06T13:25:48.000Z NTT Data, Bloom Energy와 900MW 규모의 연료전지 공급 계약을 체결했으며, 첫 납품은 내년으로 예상된다. https://slicast.com/article/126dekl Slicast en 2026-11-06T12:59:02.000Z Reports describe a $63 billion AI financing package for Anthropic, with Blackstone backing the financing and Broadcom's custom-silicon and AI-sales arrangements also reported as part of the structure. https://slicast.com/zh/article/126dekl Slicast zh-cn 2026-11-06T12:59:02.000Z 据报道，Anthropic 一项630亿美元的AI融资方案已浮出水面，黑石（Blackstone）为该融资提供支持，博通（Broadcom）的定制芯片及AI销售安排也被报道为该结构的一部分。 https://slicast.com/ko/article/126dekl Slicast ko 2026-11-06T12:59:02.000Z Anthropic에 대한 630억 달러 규모의 AI 금융 패키지가 보도되고 있으며, 블랙스톤이 자금 조달을 지원하고 브로드컴의 맞춤형 실리콘 및 AI 판매 계약도 이 구조의 일부로 보도되었다. https://slicast.com/article/ctargq Slicast en 2026-11-06T11:56:37.000Z Google announced a $17bn data center campus in Cheyenne, Wyoming. The site is set to be powered by fuel cells and gas generation, coupled with carbon capture and storage (CCS). https://slicast.com/zh/article/ctargq Slicast zh-cn 2026-11-06T11:56:37.000Z Google宣布在怀俄明州夏延投资170亿美元建设数据中心园区。该站点计划采用燃料电池和天然气发电,并配套碳捕集与封存(CCS)技术。 https://slicast.com/ko/article/ctargq Slicast ko 2026-11-06T11:56:37.000Z Google, 와이오밍주 Cheyenne에 170억 달러 규모의 데이터센터 캠퍼스 건설을 발표했다. 이 부지는 연료전지와 천연가스 발전으로 전력을 공급받으며, 탄소 포집·저장(CCS)과 결합될 예정이다. https://slicast.com/article/156r74o Slicast en 2026-11-06T11:31:00.000Z Microsoft's design change has delayed delivery of IREN's Texas data center, with the online date now targeted for January; the delay affects the roughly $4 billion ARR contract. https://slicast.com/zh/article/156r74o Slicast zh-cn 2026-11-06T11:31:00.000Z 微软的设计变更导致IREN位于得州的数据中心交付延期,上线日期目前定在明年1月;此次延期影响约40亿美元ARR合同。 https://slicast.com/ko/article/156r74o Slicast ko 2026-11-06T11:31:00.000Z Microsoft의 설계 변경으로 IREN의 텍사스 데이터센터 인도가 지연되었으며, 가동 목표 시점은 1월로 변경되었습니다. 이번 지연은 약 40억 달러 규모의 ARR 계약에 영향을 미칩니다. https://slicast.com/commentary/iren-2026-11-05 Slicast en 2026-11-05T22:03:38.864Z IREN Stock News, November 2026: Behind the 45% Selloff and the Q1 FY27 Earnings Test https://slicast.com/zh/commentary/iren-2026-11-05 Slicast zh-cn 2026-11-05T22:03:38.864Z IREN股票动态，2026年11月：45%跌幅成因与Q1 FY27财报检验 https://slicast.com/commentary/vultr-2026-11-05 Slicast en 2026-11-05T21:43:17.474Z Vultr Chennai AMD GPU Cluster, November 2026 https://slicast.com/zh/commentary/vultr-2026-11-05 Slicast zh-cn 2026-11-05T21:43:17.474Z Vultr钦奈AMD GPU集群部署，2026年11月 https://slicast.com/commentary/tenstorrent-2026-11-05 Slicast en 2026-11-05T21:36:23.325Z Tenstorrent $1.5 Billion Funding Round, October 2026 https://slicast.com/zh/commentary/tenstorrent-2026-11-05 Slicast zh-cn 2026-11-05T21:36:23.325Z Tenstorrent 15亿美元融资，2026年10月 https://slicast.com/commentary/anthropic-2026-11-05 Slicast en 2026-11-05T21:25:22.639Z Anthropic IPO, November 2026: $895 Billion in Compute Commitments Against a $23 Billion Quarterly Loss https://slicast.com/zh/commentary/anthropic-2026-11-05 Slicast zh-cn 2026-11-05T21:25:22.639Z Anthropic IPO，2026年11月：8954亿美元算力承诺与233亿美元季度亏损并存 https://slicast.com/article/1b758ie Slicast en 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS Extend Slide: Elon Musk Says Buying A Neocloud Is 'Pointless' https://slicast.com/zh/article/1b758ie Slicast zh-cn 2026-11-05T21:11:00.000Z Musk 警告逾200家 neocloud 将倒闭,Gartner 预测80%到2030年失去独立运营能力 https://slicast.com/ko/article/1b758ie Slicast ko 2026-11-05T21:11:00.000Z CRWV, IREN, NBIS 하락 확대: 일론 머스크 "네오클라우드 인수는 무의미" https://slicast.com/article/pd1rkl Slicast en 2026-11-05T21:09:00.000Z Top Democrats Call to Rein in AI Buildout After Midterms Sweep: 'National Data Center Moratorium Now' https://slicast.com/zh/article/pd1rkl Slicast zh-cn 2026-11-05T21:09:00.000Z 民主党高层呼吁"全国数据中心暂停令",41项州级投票措施几乎全部落败 https://slicast.com/ko/article/pd1rkl Slicast ko 2026-11-05T21:09:00.000Z 민주당 최고위 인사들, 중간선거 압승 이후 AI 인프라 확장 통제 촉구: "전국 데이터센터 모라토리엄 즉각 시행" https://slicast.com/article/19cd8cr Slicast en 2026-11-05T21:08:00.000Z OpenAI Launches 'Grid Protectors Program' to Reduce Data Center Electricity Demand When the US Grid Is Under Strain https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-05T21:08:00.000Z OpenAI 推出"Grid Protectors Program",佐治亚园区提供最高1 GW需求响应 https://slicast.com/ko/article/19cd8cr Slicast ko 2026-11-05T21:08:00.000Z OpenAI, 미국 전력망 부담 시 데이터센터 전력 수요 줄이는 'Grid Protectors Program' 출시 https://slicast.com/article/1qhxtwa Slicast en 2026-11-05T21:07:00.000Z Big Four Hyperscalers Raising More Than $131 Billion in Debt and Equity for AI Buildout https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-05T21:07:00.000Z 四大超大规模厂商合计融资逾$1310亿,Amazon 单笔$800亿供应商贷款领衔 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-05T21:07:00.000Z 빅4 하이퍼스케일러, AI 인프라 구축을 위해 1,310억 달러 이상 부채 및 지분 조달 https://slicast.com/commentary/bloom-energy-2026-11-05 Slicast en 2026-11-05T21:05:44.245Z Why Data-Center Delay Fears Sent Bloom Energy Down 14.7% in November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-05 Slicast zh-cn 2026-11-05T21:05:44.245Z 为何数据中心延期担忧使Bloom Energy于2026年11月单日重挫14.7% https://slicast.com/article/urc5rm Slicast en 2026-11-05T21:05:00.000Z Anthropic Targets Pre-Thanksgiving IPO at $2 Trillion Valuation https://slicast.com/zh/article/urc5rm Slicast zh-cn 2026-11-05T21:05:00.000Z Anthropic 拟于11月9日启动 IPO 路演,目标估值$1.5-2万亿,Nasdaq 代码 ANT https://slicast.com/ko/article/urc5rm Slicast ko 2026-11-05T21:05:00.000Z Anthropic, 추수감사절 이전 IPO 추진… 기업가치 2조 달러 목표 https://slicast.com/article/8y5mns Slicast en 2026-11-05T21:04:00.000Z AMD Q3 2026 Slides: Data Center Surges 97%, Record Earnings Beat https://slicast.com/zh/article/8y5mns Slicast zh-cn 2026-11-05T21:04:00.000Z AMD Q3 创纪录:数据中心营收$85亿,同比+97%;Q4 指引$170亿 https://slicast.com/ko/article/8y5mns Slicast ko 2026-11-05T21:04:00.000Z AMD 2026년 3분기 실적 발표 자료: 데이터센터 매출 97% 급증, 사상 최대 실적 상회 https://slicast.com/article/sl0183 Slicast en 2026-11-05T21:03:00.000Z NVIDIA's Memory Shake-Up: Rubin Ultra Rethinks 12-Hi HBM4E for 8-Hi HBM4, Rubin GPU Bandwidth Cut 13% https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-05T21:03:00.000Z NVIDIA 悄然下调 Vera Rubin HBM4 带宽13%,Rubin Ultra 或再削减33%内存 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-05T21:03:00.000Z NVIDIA의 메모리 전략 변화: Rubin Ultra, 12단 HBM4E 대신 8단 HBM4 채택, Rubin GPU 대역폭 13% 축소 https://slicast.com/article/13mzm1f Slicast en 2026-11-05T21:01:56.000Z IREN Reports Q1 FY27 Results https://slicast.com/zh/article/13mzm1f Slicast zh-cn 2026-11-05T21:01:56.000Z IREN 发布 FY27 第一季度财报 https://slicast.com/ko/article/13mzm1f Slicast ko 2026-11-05T21:01:56.000Z IREN, Q1 FY27 실적 발표 https://slicast.com/article/13ajp5b Slicast en 2026-11-05T21:01:00.000Z AI Data Center Boom Set for Upheaval After US Election Rout https://slicast.com/zh/article/13ajp5b Slicast zh-cn 2026-11-05T21:01:00.000Z 民主党中期选举横扫 → 数据中心暂停令威胁 → AI基础设施股连续崩跌 https://slicast.com/ko/article/13ajp5b Slicast ko 2026-11-05T21:01:00.000Z 미국 대선 후 급락장 이후 AI 데이터센터 붐에 격변 예고 https://slicast.com/commentary/micron-2026-11-05 Slicast en 2026-11-05T20:32:56.223Z Micron Stock, November 2026: 13.3% Single-Session Decline With No Disclosed Catalyst https://slicast.com/zh/commentary/micron-2026-11-05 Slicast zh-cn 2026-11-05T20:32:56.223Z 美光科技2026年11月：单日下跌13.3%，尚无公开催化剂 https://slicast.com/commentary/coreweave-2026-11-05 Slicast en 2026-11-05T20:23:10.416Z CoreWeave Stock Price, November 2026: New All-Time Low at $44.13 as Credit Stress and Neocloud Selloff Deepen https://slicast.com/zh/commentary/coreweave-2026-11-05 Slicast zh-cn 2026-11-05T20:23:10.416Z CoreWeave股价2026年11月：收盘创上市以来新低44.13美元，信贷压力与新兴云板块抛售持续加剧 https://slicast.com/brief/2026-11-06 Slicast en 2026-11-05T20:09:04.711Z Latest AI Infrastructure News: November 6, 2026 https://slicast.com/zh/brief/2026-11-06 Slicast zh-cn 2026-11-05T20:09:04.711Z AI 基础设施新闻早报 · 2026年11月6日 https://slicast.com/ko/brief/2026-11-06 Slicast ko 2026-11-05T20:09:04.711Z 최신 AI 인프라 뉴스 · 2026년 11월 6일 https://slicast.com/article/118u0xz Slicast en 2026-11-05T20:00:41.000Z Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents https://slicast.com/zh/article/118u0xz Slicast zh-cn 2026-11-05T20:00:41.000Z Vera 兼得两全:最高吞吐量与最快智能体 https://slicast.com/ko/article/118u0xz Slicast ko 2026-11-05T20:00:41.000Z Vera, 최고 처리량과 최고속 에이전트를 동시에 실현 https://slicast.com/article/t46iir Slicast en 2026-11-05T19:54:47.000Z The Wall Street Journal reports that bitcoin miners that pivoted to AI are finding the business just as turbulent as crypto. https://slicast.com/zh/article/t46iir Slicast zh-cn 2026-11-05T19:54:47.000Z 《华尔街日报》报道，转向人工智能业务的比特币矿企发现，这一业务和加密货币一样动荡不定。 https://slicast.com/ko/article/t46iir Slicast ko 2026-11-05T19:54:47.000Z The Wall Street Journal은 AI 사업으로 전환한 비트코인 채굴 기업들이 이 사업 역시 암호화폐 못지않게 불안정하다는 사실을 깨닫고 있다고 보도했다. https://slicast.com/article/6u3w59 Slicast en 2026-11-05T19:45:55.000Z Preferred Networks (PFN) will showcase the architecture, technology and roadmap of its MN-Core Series and MN-Core L Series AI inference chips at SC26. https://slicast.com/zh/article/6u3w59 Slicast zh-cn 2026-11-05T19:45:55.000Z Preferred Networks（PFN）将在SC26大会上展示MN-Core系列及MN-Core L系列人工智能推理芯片的架构、技术与路线图。 https://slicast.com/ko/article/6u3w59 Slicast ko 2026-11-05T19:45:55.000Z Preferred Networks(PFN)는 SC26에서 MN-Core 시리즈와 MN-Core L 시리즈 AI 추론 칩의 아키텍처, 기술 및 로드맵을 선보일 예정입니다. https://slicast.com/article/1wxg7gy Slicast en 2026-11-05T19:45:51.000Z Applied Digital (APLD) shares fell 12.1% in a single session. https://slicast.com/zh/article/1wxg7gy Slicast zh-cn 2026-11-05T19:45:51.000Z Applied Digital（APLD）股价单日下跌12.1%。 https://slicast.com/ko/article/1wxg7gy Slicast ko 2026-11-05T19:45:51.000Z Applied Digital (APLD) 주가가 단일 거래일에 12.1% 하락했다. https://slicast.com/article/16b1m2d Slicast en 2026-11-05T19:32:57.000Z SpaceX shares fell as backlash grows over a proposed 6-gigawatt AI data center. https://slicast.com/zh/article/16b1m2d Slicast zh-cn 2026-11-05T19:32:57.000Z SpaceX股价下跌，同时针对其拟建的6吉瓦人工智能数据中心的反对声浪增大。 https://slicast.com/ko/article/16b1m2d Slicast ko 2026-11-05T19:32:57.000Z SpaceX 주가는 6기가와트 규모의 AI 데이터센터 계획을 둘러싼 반발이 커지면서 하락했다. https://slicast.com/article/1urtl51 Slicast en 2026-11-05T19:26:13.000Z The semiconductor index posted its worst sell-off since Covid, prompting questions about whether the AI bubble has burst. https://slicast.com/zh/article/1urtl51 Slicast zh-cn 2026-11-05T19:26:13.000Z 半导体指数录得自新冠疫情以来最严重的抛售，引发人工智能泡沫是否已经破裂的讨论。 https://slicast.com/ko/article/1urtl51 Slicast ko 2026-11-05T19:26:13.000Z 반도체 지수가 코로나19 이후 최대 낙폭을 기록하면서 AI 거품이 꺼졌는지에 대한 의문이 제기되고 있다. https://slicast.com/article/1tb6zgk Slicast en 2026-11-05T19:25:00.000Z Intel shares fell 7% as a Democratic midterm sweep rattled chip stocks and raised doubts about the AI buildout. https://slicast.com/zh/article/1tb6zgk Slicast zh-cn 2026-11-05T19:25:00.000Z 英特尔股价下跌7%，民主党在中期选举中的大胜冲击芯片股，并引发对人工智能基础设施建设的担忧。 https://slicast.com/ko/article/1tb6zgk Slicast ko 2026-11-05T19:25:00.000Z Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 株 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. Wait, I must avoid Han characters. Corrected: Intel 주가는 민주당의 중간선거 압승 가능성이 반도체 관련주 전반을 흔들고 AI 인프라 투자에 대한 의구심을 키우면서 7% 하락했다. https://slicast.com/article/195w2gv Slicast en 2026-11-05T19:06:42.000Z OpenAI has ended non-disclosure agreements on its data center projects after 41 ballot votes, according to tech-insider.org. https://slicast.com/zh/article/195w2gv Slicast zh-cn 2026-11-05T19:06:42.000Z 据tech-insider.org报道，OpenAI在41次投票之后终止了其数据中心项目的保密协议。 https://slicast.com/ko/article/195w2gv Slicast ko 2026-11-05T19:06:42.000Z OpenAI는 41표의 투표 결과에 따라 데이터센터 프로젝트와 관련된 비밀유지계약을 종료했다고 tech-insider.org가 보도했다. https://slicast.com/article/1a19s4n Slicast en 2026-11-05T18:50:39.000Z Broadcom shares fell 6.42% as investors focused on its $21.7 billion AI forecast. https://slicast.com/zh/article/1a19s4n Slicast zh-cn 2026-11-05T18:50:39.000Z 博通股价下跌6.42%，市场关注其217亿美元的人工智能预测。 https://slicast.com/ko/article/1a19s4n Slicast ko 2026-11-05T18:50:39.000Z Broadcom 주가는 AI 매출 전망치 217억 달러에 투자자들이 주목하면서 6.42% 하락했다. https://slicast.com/article/qx5i7o Slicast en 2026-11-05T18:42:31.000Z Supermicro launched a joint KV cache storage solution with IBM and NVIDIA, announced November 5, 2026. https://slicast.com/zh/article/qx5i7o Slicast zh-cn 2026-11-05T18:42:31.000Z Supermicro与IBM及英伟达联合推出键值缓存存储解决方案，于2026年11月5日发布。 https://slicast.com/ko/article/qx5i7o Slicast ko 2026-11-05T18:42:31.000Z Supermicro, IBM, NVIDIA 공동 KV 캐시 스토리지 솔루션 출시 발표 (2026년 11월 5일) https://slicast.com/article/1sl6q4v Slicast en 2026-11-05T18:35:32.000Z Core Scientific plans to exit Bitcoin mining by the end of 2026 and shift to AI computing colocation by 2027. https://slicast.com/zh/article/1sl6q4v Slicast zh-cn 2026-11-05T18:35:32.000Z Core Scientific计划在2026年底前完全退出比特币挖矿，并于2027年转向人工智能计算托管业务。 https://slicast.com/ko/article/1sl6q4v Slicast ko 2026-11-05T18:35:32.000Z Core Scientific는 2026년 말까지 비트코인 채굴 사업에서 철수하고, 2027년까지 AI 컴퓨팅 코로케이션 사업으로 전환할 계획이다. https://slicast.com/article/g7nox5 Slicast en 2026-11-05T18:30:35.000Z Nebius shares are up 69% in 2026, prompting questions about whether its AI bubble is already popping. https://slicast.com/zh/article/g7nox5 Slicast zh-cn 2026-11-05T18:30:35.000Z Nebius今年以来股价上涨69%，市场质疑其人工智能泡沫是否已经开始破裂。 https://slicast.com/ko/article/g7nox5 Slicast ko 2026-11-05T18:30:35.000Z Nebius 주가가 2026년 들어 69% 상승하면서, AI 거품이 이미 꺼지기 시작한 것이 아니냐는 의문이 제기되고 있다. https://slicast.com/article/q2d3m1 Slicast en 2026-11-05T18:30:00.000Z Flatkey launched Flatkey Compute, a neocloud offering dedicated NVIDIA B300 clusters. https://slicast.com/zh/article/q2d3m1 Slicast zh-cn 2026-11-05T18:30:00.000Z Flatkey推出Flatkey Compute，这是一家专门提供英伟达B300集群的新兴算力云服务商。 https://slicast.com/ko/article/q2d3m1 Slicast ko 2026-11-05T18:30:00.000Z Flatkey, Flatkey Compute 출시... let me produce the translation directly. Flatkey가 전용 NVIDIA B300 클러스터를 제공하는 네오클라우드 서비스 Flatkey Compute를 출시했다. https://slicast.com/article/1t82zc5 Slicast en 2026-11-05T18:27:00.000Z About 600,000 Nvidia H200 chips are reportedly stuck in Hong Kong as China blocks imports. https://slicast.com/zh/article/1t82zc5 Slicast zh-cn 2026-11-05T18:27:00.000Z 据报道，约60万颗英伟达H200芯片因中国禁止进口而滞留在香港。 https://slicast.com/ko/article/1t82zc5 Slicast ko 2026-11-05T18:27:00.000Z 약 60만 개의 Nvidia H200 칩이 중국의 수입 차단으로 홍콩에 발이 묶인 것으로 전해졌다. https://slicast.com/article/1obg5eu Slicast en 2026-11-05T18:22:30.000Z Riot Platforms shares fell 6% as the selloff in AI data-center stocks deepened. https://slicast.com/zh/article/1obg5eu Slicast zh-cn 2026-11-05T18:22:30.000Z Riot Platforms股价下跌6%，人工智能数据中心股票的抛售进一步加深。 https://slicast.com/ko/article/1obg5eu Slicast ko 2026-11-05T18:22:30.000Z Riot Platforms 주가는 AI 데이터센터 관련주의 매도세가 심화되면서 6% 하락했다. https://slicast.com/article/1c32hmp Slicast en 2026-11-05T18:11:00.000Z AI stocks went into free-fall as investors panicked over the risk of a data-center slowdown. https://slicast.com/zh/article/1c32hmp Slicast zh-cn 2026-11-05T18:11:00.000Z 人工智能股票急剧下跌，投资者担心数据中心建设可能放缓。 https://slicast.com/ko/article/1c32hmp Slicast ko 2026-11-05T18:11:00.000Z AI 관련 주식이 데이터센터 둔화 위험에 대한 투자자들의 공포 속에 급락했다. https://slicast.com/article/7vtrsu Slicast en 2026-11-05T18:03:00.000Z Bloom Energy is among the S&P 500's biggest decliners as investors fear data-center delays. https://slicast.com/zh/article/7vtrsu Slicast zh-cn 2026-11-05T18:03:00.000Z Bloom Energy是标普500指数中跌幅最大的股票之一，投资者担心数据中心建设延期。 https://slicast.com/ko/article/7vtrsu Slicast ko 2026-11-05T18:03:00.000Z Bloom Energy는 데이터센터 구축 지연에 대한 우려가 커지면서 S&P 500에서 가장 큰 폭으로 하락한 종목 중 하나가 됐다. https://slicast.com/article/la4jcn Slicast en 2026-11-05T18:00:00.000Z According to MeitY Secretary S. Krishnan, India plans to develop its own GPU within about two years under Semiconductor Mission 2.0 and to commercialize its SHAKTI and VEGA processors. https://slicast.com/zh/article/la4jcn Slicast zh-cn 2026-11-05T18:00:00.000Z 据MeitY秘书S. Krishnan透露，印度计划在约两年内于Semiconductor Mission 2.0框架下研发本土图形处理器，并推动SHAKTI与VEGA处理器商业化。 https://slicast.com/ko/article/la4jcn Slicast ko 2026-11-05T18:00:00.000Z MeitY 서기관 S. 크리슈난에 따르면, 인도는 반도체 미션 2.0에 따라 약 2년 내에 자체 GPU를 개발하고, SHAKTI 및 VEGA 프로세서를 상용화할 계획이다. https://slicast.com/article/7kx0za Slicast en 2026-11-05T17:49:04.000Z Elon Musk says SpaceX will build more AI computing power in 1.5 years than Google has built in decades. https://slicast.com/zh/article/7kx0za Slicast zh-cn 2026-11-05T17:49:04.000Z 埃隆·马斯克表示，SpaceX将在1.5年内建成的人工智能算力，将超过谷歌数十年来所建的总量。 https://slicast.com/ko/article/7kx0za Slicast ko 2026-11-05T17:49:04.000Z Elon Musk, SpaceX가 향후 1.5년 안에 Google이 수십 년간 구축해 온 것보다 더 많은 AI 컴퓨팅 파워를 구축할 것이라고 말했다. https://slicast.com/article/1eu9pg1 Slicast en 2026-11-05T17:47:03.000Z SpaceX has proposed a 747-acre AI data center near Willcox in Cochise County, drawing mixed reactions from local residents. https://slicast.com/zh/article/1eu9pg1 Slicast zh-cn 2026-11-05T17:47:03.000Z SpaceX提议在Willcox附近的Cochise County建设一个占地747英亩的人工智能数据中心，当地居民反应不一。 https://slicast.com/ko/article/1eu9pg1 Slicast ko 2026-11-05T17:47:03.000Z SpaceX는 코치스 카운티 윌콕스 인근에 747에이커 규모의 AI 데이터센터를 제안했으며, 지역 주민들의 반응은 엇갈리고 있다. https://slicast.com/article/bpqzgt Slicast en 2026-11-05T17:42:13.000Z OpenAI announced a national community compact covering electricity and grid upgrades. https://slicast.com/zh/article/bpqzgt Slicast zh-cn 2026-11-05T17:42:13.000Z OpenAI发布了一项全国性社区契约，涵盖电力与电网升级事宜。 https://slicast.com/ko/article/bpqzgt Slicast ko 2026-11-05T17:42:13.000Z OpenAI는 전력 및 전력망 증설을 포함한 전국 단위 지역사회 협약을 발표했다. https://slicast.com/article/1dzydw7 Slicast en 2026-11-05T17:40:34.000Z Chemours released two fluids for two-phase liquid cooling aimed at direct-to-chip and immersion markets. https://slicast.com/zh/article/1dzydw7 Slicast zh-cn 2026-11-05T17:40:34.000Z Chemours推出两款用于两相液冷的冷却液，主要面向直接芯片冷却与浸没式冷却市场。 https://slicast.com/ko/article/1dzydw7 Slicast ko 2026-11-05T17:40:34.000Z Chemours, 직접 칩 냉각(direct-to-chip) 및 침지(immersion) 시장을 겨냥한 2상 액체 냉각용 유체 두 종을 출시했다. https://slicast.com/article/cbqu0r Slicast en 2026-11-05T17:37:18.000Z According to The Hill, OpenAI unveiled a framework for computing campuses in the US. https://slicast.com/zh/article/cbqu0r Slicast zh-cn 2026-11-05T17:37:18.000Z 据The Hill报道，OpenAI推出了美国算力园区的框架方案。 https://slicast.com/ko/article/cbqu0r Slicast ko 2026-11-05T17:37:18.000Z The Hill에 따르면, OpenAI는 미국 내 컴퓨팅 캠퍼스를 위한 프레임워크를 공개했다. https://slicast.com/article/1mhwaiz Slicast en 2026-11-05T17:31:43.000Z Microsoft is tightening oversight of neocloud data-center projects, according to a Bloomberg report. https://slicast.com/zh/article/1mhwaiz Slicast zh-cn 2026-11-05T17:31:43.000Z 据彭博社报道，微软正在加强对新兴算力云数据中心项目的监管。 https://slicast.com/ko/article/1mhwaiz Slicast ko 2026-11-05T17:31:43.000Z Microsoft, 블룸버그 보도에 따르면 네오클라우드 데이터센터 프로젝트에 대한 감독을 강화하고 있다. https://slicast.com/article/13yfmjr Slicast en 2026-11-05T17:30:52.000Z Arista is lining up networking for 10 gigawatts of AI systems. https://slicast.com/zh/article/13yfmjr Slicast zh-cn 2026-11-05T17:30:52.000Z Arista正为10吉瓦规模的人工智能系统配置网络设备。 https://slicast.com/ko/article/13yfmjr Slicast ko 2026-11-05T17:30:52.000Z Arista는 10기가와트 규모의 AI 시스템을 위한 네트워킹 구축에 나서고 있다. https://slicast.com/article/17vko1s Slicast en 2026-11-05T17:27:28.000Z Nearly 600,000 Nvidia H200 chips are reportedly piling up in Hong Kong as Beijing delays approval for their import. https://slicast.com/zh/article/17vko1s Slicast zh-cn 2026-11-05T17:27:28.000Z 据报道，近60万颗英伟达H200芯片因北京推迟进口批准而在香港大量积压。 https://slicast.com/ko/article/17vko1s Slicast ko 2026-11-05T17:27:28.000Z 거의 60만 개에 달하는 엔비디아 H200 칩이 베이징의 수입 승인 지연으로 홍콩에 쌓여 있는 것으로 전해졌다. https://slicast.com/article/eix9im Slicast en 2026-11-05T17:26:26.000Z Critics slammed an Australian report on the 'AI-fuelled data centre frenzy' for stopping short of calling for a pause in development. https://slicast.com/zh/article/eix9im Slicast zh-cn 2026-11-05T17:26:26.000Z 批评者抨击一份关于‘人工智能驱动的数据中心狂潮’的澳大利亚报告，认为其并未呼吁暂停扩张。 https://slicast.com/ko/article/eix9im Slicast ko 2026-11-05T17:26:26.000Z Critics slammed an Australian report on the 'AI-fuelled data centre frenzy' for stopping short of calling for a pause in development. Translation: 비평가들은 'AI 주도 데이터센터 열풍'을 다룬 호주 보고서가 개발 중단을 촉구하지 않은 점 https://slicast.com/article/m94yaj Slicast en 2026-11-05T17:26:15.000Z Marvell shares fell another 14% as a 'Democratic sweep' deepened an AI chip selloff. https://slicast.com/zh/article/m94yaj Slicast zh-cn 2026-11-05T17:26:15.000Z 美满电子股价再跌14%，‘民主党横扫’加深了人工智能芯片的抛售潮。 https://slicast.com/ko/article/m94yaj Slicast ko 2026-11-05T17:26:15.000Z Marvell 주가는 '민주당 석권' 우려가 AI 반도체 매도세를 심화시키면서 추가로 14% 하락했다. https://slicast.com/article/fhq0me Slicast en 2026-11-05T17:21:00.000Z OpenAI is rebranding its data centers as 'compute campuses' and has unveiled a new framework around them. https://slicast.com/zh/article/fhq0me Slicast zh-cn 2026-11-05T17:21:00.000Z OpenAI将其数据中心更名为‘计算园区’，并推出了一套围绕这些园区的新框架。 https://slicast.com/ko/article/fhq0me Slicast ko 2026-11-05T17:21:00.000Z OpenAI는 데이터센터를 '컴퓨트 캠퍼스'로 명칭을 바꾸고, 이를 중심으로 한 새로운 프레임워크를 공개했다. https://slicast.com/article/1caby1n Slicast en 2026-11-05T17:20:31.000Z McKay Brothers has selected Relativity Networks for hollow core fiber to serve New Jersey's financial services market, with plans to expand to other markets. https://slicast.com/zh/article/1caby1n Slicast zh-cn 2026-11-05T17:20:31.000Z McKay Brothers选用Relativity Networks的空芯光纤，服务新泽西州的金融服务市场，并计划扩展至其他市场。 https://slicast.com/ko/article/1caby1n Slicast ko 2026-11-05T17:20:31.000Z McKay Brothers가 뉴저지 금융 서비스 시장에 서비스를 제공하기 위해 중공 코어 광섬유 부문에서 Relativity Networks를 선정했으며, 향후 다른 시장으로도 확장할 계획이다. https://slicast.com/article/zn6voi Slicast en 2026-11-05T17:17:00.000Z Elon Musk's gas-powered xAI data centers, including Colossus, are running into a big problem with local residents, according to BGR. https://slicast.com/zh/article/zn6voi Slicast zh-cn 2026-11-05T17:17:00.000Z 据BGR报道，埃隆·马斯克旗下xAI的燃气数据中心（包括Colossus）正面临当地居民带来的严重阻力。 https://slicast.com/ko/article/zn6voi Slicast ko 2026-11-05T17:17:00.000Z Elon Musk의 가스 발전 방식 xAI 데이터센터(콜로서스 포함)가 지역 주민들과 심각한 갈등을 빚고 있다고 BGR이 보도했다. https://slicast.com/article/thjtfk Slicast en 2026-11-05T17:15:17.000Z Roughly $2 trillion has been wiped from Wall Street as AI and chip stocks plunge, reviving debate over whether Michael Burry was right about an AI bubble. https://slicast.com/zh/article/thjtfk Slicast zh-cn 2026-11-05T17:15:17.000Z 随着人工智能和芯片股暴跌，华尔街已蒸发约2万亿美元市值，Michael Burry对人工智能泡沫的预判是否正确，这一争论再度升温。 https://slicast.com/ko/article/thjtfk Slicast ko 2026-11-05T17:15:17.000Z 월가에서 AI 및 반도체 관련주가 급락하면서 약 2조 달러가 증발했고, 마이클 배리의 AI 거품 경고가 옳았는지를 둘러싼 논쟁이 다시 불붙고 있다. https://slicast.com/article/if1fh9 Slicast en 2026-11-05T17:07:24.000Z Broadcom's TPU compute shipments have doubled to nearly 2 million H100 equivalents. https://slicast.com/zh/article/if1fh9 Slicast zh-cn 2026-11-05T17:07:24.000Z 博通的TPU算力出货量翻了一番，达到近200万颗H100等效算力。 https://slicast.com/ko/article/if1fh9 Slicast ko 2026-11-05T17:07:24.000Z Broadcom의 TPU 컴퓨팅 출하량이 H100 환산 기준 약 200만 개로 두 배 증가했다. https://slicast.com/article/cfbqaz Slicast en 2026-11-05T17:07:00.000Z Bloom Energy fell 14% despite an NTT Data deal, while FuelCell Energy dropped 17% and Plug Power 7%. https://slicast.com/zh/article/cfbqaz Slicast zh-cn 2026-11-05T17:07:00.000Z 尽管与NTT Data达成合作，Bloom Energy股价仍下跌14%，FuelCell Energy下跌17%，Plug Power下跌7%。 https://slicast.com/ko/article/cfbqaz Slicast ko 2026-11-05T17:07:00.000Z Bloom Energy는 NTT Data와의 계약 소식에도 불구하고 14% 하락했으며, FuelCell Energy는 17%, Plug Power는 7% 떨어졌다. https://slicast.com/article/s14u4w Slicast en 2026-11-05T17:05:42.000Z Eaton's CEO says the shift of data centers from AC to DC power 'is real', and Eaton is investing in solid-state transformers to capitalize on it, though the timing remains uncertain. https://slicast.com/zh/article/s14u4w Slicast zh-cn 2026-11-05T17:05:42.000Z 伊顿首席执行官表示，数据中心从交流向直流供电的转变‘是真实的’，伊顿正投资固态变压器以把握这一趋势，但时间表仍不确定。 https://slicast.com/ko/article/s14u4w Slicast ko 2026-11-05T17:05:42.000Z Eaton의 CEO는 데이터센터의 전력 공급 방식이 AC에서 DC로 전환되는 흐름이 "현실이다"라고 밝혔으며, Eaton은 이 변화를 활용하기 위해 고체 변압기(solid-state transformer)에 투자하고 있으나 전환 시점은 여전히 불확실하다고 말했다. https://slicast.com/article/12uid34 Slicast en 2026-11-05T17:03:55.000Z OpenAI has formalized safeguards for its future U.S. data-center projects, pledging union engagement and environmental disclosures. https://slicast.com/zh/article/12uid34 Slicast zh-cn 2026-11-05T17:03:55.000Z OpenAI已正式确立其未来美国数据中心项目的保障措施，承诺与工会开展接触并进行环境信息披露。 https://slicast.com/ko/article/12uid34 Slicast ko 2026-11-05T17:03:55.000Z OpenAI, 향후 미국 데이터센터 프로젝트에 대한 안전장치를 공식화하고, 노동조합과의 협의 및 환경 정보 공개를 약속했다. https://slicast.com/article/4o6ar8 Slicast en 2026-11-05T17:03:14.000Z Applied Digital shares plunged 17%, Cipher Digital sank 14% and TeraWulf tumbled 13% as a Texas data-center approval freeze deepened fears. https://slicast.com/zh/article/4o6ar8 Slicast zh-cn 2026-11-05T17:03:14.000Z 得克萨斯州数据中心审批冻结加深了市场担忧，Applied Digital股价暴跌17%，Cipher Digital下跌14%，TeraWulf下跌13%。 https://slicast.com/ko/article/4o6ar8 Slicast ko 2026-11-05T17:03:14.000Z Applied Digital 주가는 17% 급락했고, Cipher Digital은 14% 하락했으며, TeraWulf는 13% 밀렸다. 텍사스 데이터센터 승인 동결이 장기화되면서 투자자들의 우려가 커진 영향이다. https://slicast.com/article/36igz6 Slicast en 2026-11-05T17:02:52.000Z Broadcom published a newsroom piece on how buffer depth in networking chips shapes the scaling of multi-site AI clusters beyond a single data center. https://slicast.com/zh/article/36igz6 Slicast zh-cn 2026-11-05T17:02:52.000Z 博通发布文章，探讨网络芯片中的缓存深度如何影响跨站点人工智能集群在单一数据中心之外的扩展。 https://slicast.com/ko/article/36igz6 Slicast ko 2026-11-05T17:02:52.000Z Broadcom은 네트워킹 칩의 버퍼 깊이가 단일 데이터센터를 넘어 다중 사이트 AI 클러스터의 확장에 어떤 영향을 미치는지 다룬 뉴스룸 기사를 게재했다. https://slicast.com/article/1ucrkd0 Slicast en 2026-11-05T17:02:02.000Z The Bank of England is querying speculative data-center loans tied to projects that do not yet have tenants, seeking to gauge the scale of risk in the sector. https://slicast.com/zh/article/1ucrkd0 Slicast zh-cn 2026-11-05T17:02:02.000Z 英格兰银行正就与尚无租户项目挂钩的投机性数据中心贷款提出质询，试图评估该行业的风险规模。 https://slicast.com/ko/article/1ucrkd0 Slicast ko 2026-11-05T17:02:02.000Z 영국 중앙은행(Bank of England)은 아직 입주 기업(테넌트)이 확보되지 않은 프로젝트와 연계된 투기적 데이터센터 대출에 대해 질의하고 있으며, 이 분야의 위험 규모를 파악하려 하고 있다. https://slicast.com/article/86ut1w Slicast en 2026-11-05T17:01:38.000Z Supermicro is adding SambaNova technology to power AI inference racks alongside Nvidia hardware. https://slicast.com/zh/article/86ut1w Slicast zh-cn 2026-11-05T17:01:38.000Z 超微电脑将采用SambaNova的芯片为人工智能推理机架供电，并与英伟达硬件并行部署。 https://slicast.com/ko/article/86ut1w Slicast ko 2026-11-05T17:01:38.000Z Supermicro는 Nvidia 하드웨어와 함께 AI 추론 랙을 구동하기 위해 SambaNova 기술을 추가하고 있다. https://slicast.com/article/1g1ckk5 Slicast en 2026-11-05T17:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-11-05T17:00:35.000Z 走进 Omniverse:开发者如何借助前沿 AI 智能体将创意转化为仿真 https://slicast.com/ko/article/1g1ckk5 Slicast ko 2026-11-05T17:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents Wait, I need to correct my response. Here is the translation: 옴니버스 속으로: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 바꾸는 방법 https://slicast.com/article/10gppeo Slicast en 2026-11-05T16:55:00.000Z Critical-minerals agreements are booming as the AI buildout and the energy transition drive demand. https://slicast.com/zh/article/10gppeo Slicast zh-cn 2026-11-05T16:55:00.000Z 关键矿产协议因人工智能基础设施建设和能源转型带来的需求而快速增长。 https://slicast.com/ko/article/10gppeo Slicast ko 2026-11-05T16:55:00.000Z 핵심 광물 협약이 AI 인프라 구축과 에너지 전환에 따른 수요 증가로 활기를 띠고 있다. https://slicast.com/article/2ttpcd Slicast en 2026-11-05T16:54:22.000Z Argonne National Laboratory is expanding its AI inference infrastructure as demand from scientific research grows. https://slicast.com/zh/article/2ttpcd Slicast zh-cn 2026-11-05T16:54:22.000Z 阿贡国家实验室正随着科研需求增长扩大其人工智能推理基础设施。 https://slicast.com/ko/article/2ttpcd Slicast ko 2026-11-05T16:54:22.000Z Argonne National Laboratory는 과학 연구 수요가 늘어남에 따라 AI 추론 인프라를 확충하고 있다. https://slicast.com/article/pvja89 Slicast en 2026-11-05T16:50:36.000Z TradingView reports that the AI data-center boom is running into a political wall. https://slicast.com/zh/article/pvja89 Slicast zh-cn 2026-11-05T16:50:36.000Z TradingView报道称，人工智能数据中心的热潮正撞上政治阻力。 https://slicast.com/ko/article/pvja89 Slicast ko 2026-11-05T16:50:36.000Z TradingView는 AI 데이터센터 붐이 정치적 장벽에 부딪히고 있다고 보도했다. https://slicast.com/article/1ckr0lz Slicast en 2026-11-05T16:48:30.000Z Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips and is interested in renting at least 8,000 Nvidia Blackwell GPUs. https://slicast.com/zh/article/1ckr0lz Slicast zh-cn 2026-11-05T16:48:30.000Z 据报道，中国人工智能实验室月之暗面考察了欧洲数据中心以获取英伟达芯片，并有意租用至少8000颗英伟达Blackwell图形处理器。 https://slicast.com/ko/article/1ckr0lz Slicast ko 2026-11-05T16:48:30.000Z 중국 AI 연구소 Moonshot이 Nvidia 칩에 접근하기 위해 유럽 데이터센터를 검토한 것으로 전해졌으며, Nvidia Blackwell GPU 최소 8,000개를 임차하는 데 관심을 보이고 있다. https://slicast.com/article/wis9i2 Slicast en 2026-11-05T16:40:06.000Z SOLUM and Infineon are expanding their collaboration on HVDC power solutions for AI data centers. https://slicast.com/zh/article/wis9i2 Slicast zh-cn 2026-11-05T16:40:06.000Z SOLUM与英飞凌正扩大在人工智能数据中心高压直流供电方案上的合作。 https://slicast.com/ko/article/wis9i2 Slicast ko 2026-11-05T16:40:06.000Z SOLUM과 Infineon은 AI 데이터센터용 HVDC 전력 솔루션 분야에서 협력을 확대하고 있다. https://slicast.com/article/qrvsmn Slicast en 2026-11-05T16:37:03.000Z Co-located solar-plus-storage projects now make up 16% of all installations, up from 2% in 2017, and are projected to pass 30% within two years, according to the EIA. https://slicast.com/zh/article/qrvsmn Slicast zh-cn 2026-11-05T16:37:03.000Z 据美国能源信息署（EIA）数据，太阳能与储能共址项目占全部装机的比例已升至16%，2017年仅为2%，并预计在未来两年内超过30%。 https://slicast.com/ko/article/qrvsmn Slicast ko 2026-11-05T16:37:03.000Z EIA에 따르면 동일 부지에 태양광과 에너지저장장치(ESS)를 함께 설치한 프로젝트는 현재 전체 설치의 16%를 차지하며, 2017년의 2%에서 증가했습니다. 향후 2년 내 30%를 넘어설 것으로 전망됩니다. https://slicast.com/article/cm9zzw Slicast en 2026-11-05T16:35:15.000Z NextDC is preparing for a takeover battle after a share raid by Goodman. https://slicast.com/zh/article/cm9zzw Slicast zh-cn 2026-11-05T16:35:15.000Z 在Goodman突击增持股份之后，NextDC正为可能爆发的收购战做准备。 https://slicast.com/ko/article/cm9zzw Slicast ko 2026-11-05T16:35:15.000Z NextDC, Goodman의 지분 매집으로 인해 인수 경쟁에 대비하고 있다. https://slicast.com/article/3b508n Slicast en 2026-11-05T16:34:09.000Z Investing.com reports that an AI-driven liquidation on Wall Street is threatening Anthropic's planned mega-IPO. https://slicast.com/zh/article/3b508n Slicast zh-cn 2026-11-05T16:34:09.000Z Investing.com报道称，华尔街的人工智能股票抛售正威胁Anthropic计划中的超大规模首次公开募股。 https://slicast.com/ko/article/3b508n Slicast ko 2026-11-05T16:34:09.000Z Investing.com는 월가에서 AI 주도의 대규모 청산 사태가 Anthropic의 계획된 대형 기업공개(IPO)를 위협하고 있다고 보도했다. https://slicast.com/article/12kawc2 Slicast en 2026-11-05T16:32:22.000Z A TechTarget roundup says AI spending is lifting chip, networking, server and power suppliers. https://slicast.com/zh/article/12kawc2 Slicast zh-cn 2026-11-05T16:32:22.000Z TechTarget综述指出，人工智能支出正在推动芯片、网络、服务器和电力供应商的业绩增长。 https://slicast.com/ko/article/12kawc2 Slicast ko 2026-11-05T16:32:22.000Z AI 지출이 칩, 네트워킹, 서버 및 전력 공급업체의 실적을 끌어올리고 있다고 TechTarget의 종합 보도가 전했다. https://slicast.com/article/16roumk Slicast en 2026-11-05T16:30:51.000Z An EnergyNow.com perspective asks whether backyard data centers could solve AI's biggest problem. https://slicast.com/zh/article/16roumk Slicast zh-cn 2026-11-05T16:30:51.000Z EnergyNow.com评论文章探讨，后院式数据中心能否解决人工智能面临的最大难题。 https://slicast.com/ko/article/16roumk Slicast ko 2026-11-05T16:30:51.000Z EnergyNow.com의 시각은 뒷마당 데이터센터가 AI의 가장 큰 문제를 해결할 수 있을지 묻는다. https://slicast.com/article/vb831 Slicast en 2026-11-05T16:30:38.000Z An EnergyNow.com data center insight examines the North American infrastructure race and why communities are pushing back against new facilities. https://slicast.com/zh/article/vb831 Slicast zh-cn 2026-11-05T16:30:38.000Z EnergyNow.com数据中心洞察文章分析北美基础设施竞赛，以及社区为何抵制新建设施。 https://slicast.com/ko/article/vb831 Slicast ko 2026-11-05T16:30:38.000Z EnergyNow.com의 데이터센터 인사이트는 북미 인프라 경쟁과 지역사회가 신규 시설에 반대하고 나서는 이유를 살펴본다. https://slicast.com/article/16eknxk Slicast en 2026-11-05T16:26:41.000Z Data Center Access Control Market - Size, Share, Trends, https://slicast.com/zh/article/16eknxk Slicast zh-cn 2026-11-05T16:26:41.000Z 数据中心访问控制市场——规模、份额、趋势, https://slicast.com/ko/article/16eknxk Slicast ko 2026-11-05T16:26:41.000Z 데이터 센터 출입 통제 시장 - 규모, 점유율, 동향, https://slicast.com/article/frnx18 Slicast en 2026-11-05T16:15:24.000Z Marvell's (MRVL) networking business is growing on the back of AI demand, according to a Globe and Mail analysis of what comes next. https://slicast.com/zh/article/frnx18 Slicast zh-cn 2026-11-05T16:15:24.000Z 据《环球邮报》分析，美满电子（MRVL）的网络业务在人工智能需求带动下增长，并展望后续走势。 https://slicast.com/ko/article/frnx18 Slicast ko 2026-11-05T16:15:24.000Z Globe and Mail의 분석에 따르면, Marvell(MRVL)의 네트워킹 사업은 AI 수요에 힘입어 성장하고 있으며, 향후 전망에 대한 관심도 높아지고 있다. https://slicast.com/article/1qmdkbq Slicast en 2026-11-05T16:14:42.000Z Data Center Switchgear Market Size, Share, and Industry https://slicast.com/zh/article/1qmdkbq Slicast zh-cn 2026-11-05T16:14:42.000Z 数据中心开关设备市场规模、份额及行业…… https://slicast.com/ko/article/1qmdkbq Slicast ko 2026-11-05T16:14:42.000Z 데이터센터 배전반 시장 규모, 점유율 및 산업 동향 https://slicast.com/article/vwr1qm Slicast en 2026-11-05T16:13:38.000Z Data Center Fiber Optic Cabling and Connectivity Market https://slicast.com/zh/article/vwr1qm Slicast zh-cn 2026-11-05T16:13:38.000Z 数据中心光纤布线与连接市场 https://slicast.com/ko/article/vwr1qm Slicast ko 2026-11-05T16:13:38.000Z 데이터 센터 광섬유 케이블링 및 연결성 시장 https://slicast.com/article/1nj7nze Slicast en 2026-11-05T16:07:47.000Z Qualcomm has completed hardware validation of its first-generation High Bandwidth Compute silicon, ahead of AI250 sampling. https://slicast.com/zh/article/1nj7nze Slicast zh-cn 2026-11-05T16:07:47.000Z 高通第一代High Bandwidth Compute芯片已完成硬件验证，为AI250送样扫清障碍。 https://slicast.com/ko/article/1nj7nze Slicast ko 2026-11-05T16:07:47.000Z Qualcomm has completed hardware validation of its first-generation High Bandwidth Compute silicon, ahead of AI250 sampling. Wait, I must correct myself: the output must be the translation only. Here https://slicast.com/article/1olk778 Slicast en 2026-11-05T16:06:11.000Z A tech-insider.org roundup catalogs 2026 AI data center energy deals of 5 GW or more. https://slicast.com/zh/article/1olk778 Slicast zh-cn 2026-11-05T16:06:11.000Z tech-insider.org综述汇总了2026年规模达5吉瓦及以上的人工智能数据中心能源交易。 https://slicast.com/ko/article/1olk778 Slicast ko 2026-11-05T16:06:11.000Z tech-insider.org 보도 모음은 2026년 용량 5GW 이상의 AI 데이터센터 에너지 계약을 정리했다. https://slicast.com/article/1k33rh8 Slicast en 2026-11-05T16:00:05.000Z The Wizard of Open Weights: Chris Alexiuk Makes AI Easy With Open Models https://slicast.com/zh/article/1k33rh8 Slicast zh-cn 2026-11-05T16:00:05.000Z 开放权重巨匠:Chris Alexiuk 以开放模型让 AI 变得简单 https://slicast.com/ko/article/1k33rh8 Slicast ko 2026-11-05T16:00:05.000Z The Wizard of Open Weights: Chris Alexiuk Makes AI Easy With Open Models Wait, I need to correct my approach here. Translating the headline as written: The Wizard of Open Weights: Chris Alexiuk Make https://slicast.com/article/1tol4lf Slicast en 2026-11-05T16:00:00.000Z More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge https://slicast.com/zh/article/1tol4lf Slicast zh-cn 2026-11-05T16:00:00.000Z 每个字节都更高效:全栈协同设计如何应对 AI 内存挑战 https://slicast.com/ko/article/1tol4lf Slicast ko 2026-11-05T16:00:00.000Z 모든 바이트에서 더 많은 성능을: 풀스택 코디자인이 AI의 메모리 과제를 해결하는 방법 https://slicast.com/article/10yfhio Slicast en 2026-11-05T15:59:39.000Z Data Center Facility Management & O&M Services Market Size, https://slicast.com/zh/article/10yfhio Slicast zh-cn 2026-11-05T15:59:39.000Z 数据中心设施管理与运维服务市场规模, https://slicast.com/ko/article/10yfhio Slicast ko 2026-11-05T15:59:39.000Z 데이터센터 시설 관리 및 O&M 서비스 시장 규모, https://slicast.com/article/5c70an Slicast en 2026-11-05T15:56:44.000Z MediaTek has hired a former Intel executive to support its AI expansion, per ad-hoc-news.de. https://slicast.com/zh/article/5c70an Slicast zh-cn 2026-11-05T15:56:44.000Z 据ad-hoc-news.de报道，联发科聘请了一位前英特尔高管，以推进其人工智能业务扩张。 https://slicast.com/ko/article/5c70an Slicast ko 2026-11-05T15:56:44.000Z MediaTek가 AI 사업 확장을 지원하기 위해 전 Intel 임원을 영입했다고 ad-hoc-news.de가 보도했다. https://slicast.com/article/m8sfkd Slicast en 2026-11-05T15:54:47.000Z OpenAI has unveiled policies on responsible AI infrastructure, according to Blockchain News, though the available text gives no detail. https://slicast.com/zh/article/m8sfkd Slicast zh-cn 2026-11-05T15:54:47.000Z 据Blockchain News报道，OpenAI发布了负责任的人工智能基础设施政策，但现有文本未提供细节。 https://slicast.com/ko/article/m8sfkd Slicast ko 2026-11-05T15:54:47.000Z OpenAI는 책임 있는 AI 인프라에 관한 정책을 발표했다고 Blockchain News가 보도했으나, 현재 확보된 본문에는 구체적인 내용이 나와 있지 않다. https://slicast.com/article/188evsp Slicast en 2026-11-05T15:54:17.000Z Moffett AI has raised a $150 million Series C extension to scale its sparse AI chips, per Dealroom. https://slicast.com/zh/article/188evsp Slicast zh-cn 2026-11-05T15:54:17.000Z 据Dealroom报道，Moffett AI完成1.5亿美元C轮延展融资，用于扩大稀疏人工智能芯片的规模。 https://slicast.com/ko/article/188evsp Slicast ko 2026-11-05T15:54:17.000Z Moffett AI는 Dealroom에 따르면 희소(sparse) AI 칩 사업 확대를 위해 1억 5천만 달러 규모의 시리즈 C 추가 투자를 유치했다. https://slicast.com/article/16vieyr Slicast en 2026-11-05T15:51:49.000Z Entergy reports progress on an Arkansas data center deal and strong third-quarter sales, and has signed firm pipeline contracts for enough natural gas to support 10 new combined-cycle power plants in https://slicast.com/zh/article/16vieyr Slicast zh-cn 2026-11-05T15:51:49.000Z Entergy公布阿肯色州数据中心交易取得进展、第三季度销售强劲，并已签订确定的管道天然气供应合同，量足以支持路易斯安那州新建的10座联合循环发电厂。 https://slicast.com/ko/article/16vieyr Slicast ko 2026-11-05T15:51:49.000Z Entergy, 아칸소 데이터센터 계약 진전 및 3분기 강한 매출 보고, 루이지애나에서 신규 복합발전소 10기를 지원할 수 있는 규모의 천연가스 확보 계약 체결 https://slicast.com/article/1nvreld Slicast en 2026-11-05T15:49:00.000Z Interesting Engineering reports that engine-powered data centers could challenge combined-cycle turbines while cutting water use by 99%. https://slicast.com/zh/article/1nvreld Slicast zh-cn 2026-11-05T15:49:00.000Z Interesting Engineering报道，以发动机驱动的数据中心或将挑战联合循环燃气涡轮机，并可节水99%。 https://slicast.com/ko/article/1nvreld Slicast ko 2026-11-05T15:49:00.000Z Interesting Engineering은 엔진 기반 데이터센터가 복합화력 터빈에 맞설 수 있으며, 물 사용량을 99% 줄일 수 있다고 보도했다. https://slicast.com/article/1uag1wk Slicast en 2026-11-05T15:47:53.000Z The Globe and Mail examines why Sandisk stock keeps falling, with ChangXin Memory (CXMT) referenced. https://slicast.com/zh/article/1uag1wk Slicast zh-cn 2026-11-05T15:47:53.000Z 《环球邮报》分析了闪迪（Sandisk）股价持续下跌的原因，相关报道提及长鑫存储（CXMT）。 https://slicast.com/ko/article/1uag1wk Slicast ko 2026-11-05T15:47:53.000Z The Globe and Mail는 Sandisk 주가가 계속 하락하는 이유를 분석하며, ChangXin Memory(CXMT)를 함께 언급했다. https://slicast.com/article/1jkfyjp Slicast en 2026-11-05T15:46:00.000Z AMD shares fell 13%, NVIDIA slid 7% and Intel sank 8% as AI regulation fears hit chip stocks, per 24/7 Wall St. https://slicast.com/zh/article/1jkfyjp Slicast zh-cn 2026-11-05T15:46:00.000Z 据24/7 Wall St.报道，人工智能监管担忧打压芯片股，AMD股价下跌13%，英伟达下跌7%，英特尔下跌8%。 https://slicast.com/ko/article/1jkfyjp Slicast ko 2026-11-05T15:46:00.000Z AMD 주가는 13% 하락했고, 엔비디아는 7% 밀렸으며, 인텔은 8% 급락했다. 24/7 Wall St에 따르면 AI 규제 우려가 반도체 株가 아닌 반도체 종목 전반을 강타한 결과다. https://slicast.com/article/634bpm Slicast en 2026-11-05T15:42:00.000Z A Seeking Alpha analysis argues the market is underpricing Vistra's (NYSE:VST) shift toward contracted earnings. https://slicast.com/zh/article/634bpm Slicast zh-cn 2026-11-05T15:42:00.000Z Seeking Alpha的一篇分析认为，市场低估了Vistra（NYSE:VST）向合同化收益转型的价值。 https://slicast.com/ko/article/634bpm Slicast ko 2026-11-05T15:42:00.000Z Seeking Alpha의 한 분석은 시장이 Vistra(NYSE:VST)의 계약 기반 수익 전환을 과소평가하고 있다고 주장한다. https://slicast.com/article/12wwo0r Slicast en 2026-11-05T15:41:17.000Z SpaceX is reportedly backing a 6 GW AI data center plan in rural Arizona. https://slicast.com/zh/article/12wwo0r Slicast zh-cn 2026-11-05T15:41:17.000Z 据报道，SpaceX支持在亚利桑那州农村地区建设一个6吉瓦的人工智能数据中心项目。 https://slicast.com/ko/article/12wwo0r Slicast ko 2026-11-05T15:41:17.000Z SpaceX가 미국 애리조나주 농촌 지역에 6GW 규모의 AI 데이터센터 계획을 추진하는 것으로 알려졌다. https://slicast.com/article/1bmjqk1 Slicast en 2026-11-05T15:29:27.000Z Microsoft has declined an option to expand its compute contract with Nscale in Texas, which offered capacity at a Nscale-owned site adjacent to its operating Ionic Digital data center. https://slicast.com/zh/article/1bmjqk1 Slicast zh-cn 2026-11-05T15:29:27.000Z 微软拒绝了与Nscale在德克萨斯州扩大算力合同的选择权，该选择权原本提供Nscale自有站点的容量，该站点毗邻已投运的Ionic Digital数据中心。 https://slicast.com/ko/article/1bmjqk1 Slicast ko 2026-11-05T15:29:27.000Z Microsoft가 텍사스에 있는 Nscale과의 컴퓨팅 계약 확장 옵션을 거절했다. 이 옵션은 Nscale이 소유한 부지에서 운영 중인 Ionic Digital 데이터센터에 인접한 용량을 제공하는 내용이었다. https://slicast.com/article/1mtvzlc Slicast en 2026-11-05T15:28:34.000Z Green Street News reports that tougher talk on the data center boom is emerging as part of the fallout from Election Day. https://slicast.com/zh/article/1mtvzlc Slicast zh-cn 2026-11-05T15:28:34.000Z Green Street News报道，大选日之后，关于数据中心热潮的政治言论正在趋于强硬。 https://slicast.com/ko/article/1mtvzlc Slicast ko 2026-11-05T15:28:34.000Z Green Street News는 데이터센터 붐에 대한 더 강경한 목소리가 선거일 이후 여파의 일부로 나타나고 있다고 보도했다. https://slicast.com/article/1m5sli9 Slicast en 2026-11-05T15:28:11.000Z Arrow Electronics shares gained focus after a quarterly earnings jump, per Simply Wall St. https://slicast.com/zh/article/1m5sli9 Slicast zh-cn 2026-11-05T15:28:11.000Z 据Simply Wall St.报道，Arrow Electronics在季度业绩大幅增长后股价受到关注。 https://slicast.com/ko/article/1m5sli9 Slicast ko 2026-11-05T15:28:11.000Z Arrow Electronics 주가는 Simply Wall St에 따르면 분기 실적 급증 이후 주목을 받았다. https://slicast.com/article/qa2x4m Slicast en 2026-11-05T15:27:17.000Z Equinix shares track record bookings and a higher 2026 outlook, per ad-hoc-news.de. https://slicast.com/zh/article/qa2x4m Slicast zh-cn 2026-11-05T15:27:17.000Z 据ad-hoc-news.de报道，Equinix股价走势与创纪录的预订量及上调的2026年业绩展望同步。 https://slicast.com/ko/article/qa2x4m Slicast ko 2026-11-05T15:27:17.000Z Equinix 주가, 기록적 수주 및 상향된 2026년 전망에 상승세, ad-hoc-news.de 보도 https://slicast.com/article/eifpjx Slicast en 2026-11-05T15:20:36.000Z AI and chip stocks slid, with Qualcomm posting its worst day since 2020, per TradingView. https://slicast.com/zh/article/eifpjx Slicast zh-cn 2026-11-05T15:20:36.000Z 据TradingView报道，人工智能和芯片股走低，高通经历了2020年以来最糟糕的一天。 https://slicast.com/ko/article/eifpjx Slicast ko 2026-11-05T15:20:36.000Z AI 및 반도체 주가가 하락했으며, TradingView에 따르면 퀄컴은 2020년 이후 최악의 하루를 기록했다. https://slicast.com/article/1a44vxa Slicast en 2026-11-05T15:20:36.000Z AI and chip stocks plunged in a broad selloff on data center outlook, with SiTime (SITM:NASDAQ) cited, per Seeking Alpha. https://slicast.com/zh/article/1a44vxa Slicast zh-cn 2026-11-05T15:20:36.000Z Seeking Alpha报道，人工智能和芯片股因数据中心前景而出现广泛抛售，其中提及SiTime（SITM:NASDAQ）。 https://slicast.com/ko/article/1a44vxa Slicast ko 2026-11-05T15:20:36.000Z AI 및 반도체 주식이 데이터센터 전망 악화로 전반적인 매도세 속에 급락했으며, Seeking Alpha에 따르면 SiTime (SITM:NASDAQ)이 언급되었다. https://slicast.com/article/1jsm7c6 Slicast en 2026-11-05T15:19:05.000Z Dropbox has acquired Tigris Data for $350 million to bolster its AI infrastructure, per TechCrunch. https://slicast.com/zh/article/1jsm7c6 Slicast zh-cn 2026-11-05T15:19:05.000Z 据TechCrunch报道，Dropbox以3.5亿美元收购Tigris Data，以加强其人工智能基础设施。 https://slicast.com/ko/article/1jsm7c6 Slicast ko 2026-11-05T15:19:05.000Z Dropbox가 AI 인프라 강화를 위해 Tigris Data를 3억 5천만 달러에 인수했다고 TechCrunch가 보도했다. https://slicast.com/article/x8n753 Slicast en 2026-11-05T15:18:09.000Z A Yahoo Finance valuation piece suggests Core Scientific (CORZ) could be 59% below fair value following its CoreWeave deal. https://slicast.com/zh/article/x8n753 Slicast zh-cn 2026-11-05T15:18:09.000Z Yahoo Finance的一篇估值文章指出，Core Scientific（CORZ）在与CoreWeave达成交易后，股价可能比公允价值低59%。 https://slicast.com/ko/article/x8n753 Slicast ko 2026-11-05T15:18:09.000Z Yahoo Finance 기업가치 분석 기사는 Core Scientific(CORZ)이 CoreWeave와의 계약 이후 적정 가치 대비 59% 저평가되어 있을 수 있다고 보았다. https://slicast.com/article/pooqxb Slicast en 2026-11-05T15:16:09.000Z A fire at a Panasonic chip packaging facility in Taiwan killed two and injured five, breaking out at 2:00 am local time on November 4. https://slicast.com/zh/article/pooqxb Slicast zh-cn 2026-11-05T15:16:09.000Z 台湾松下芯片封装工厂于11月4日当地时间凌晨2点发生火灾，造成2人死亡、5人受伤。 https://slicast.com/ko/article/pooqxb Slicast ko 2026-11-05T15:16:09.000Z 대만 소재 파나소닉 칩 패키징 시설에서 발생한 화재로 2명이 사망하고 5명이 부상했다. 화재는 현지 시각 11월 4일 오전 2시에 시작됐다. https://slicast.com/article/10vmbaf Slicast en 2026-11-05T15:12:00.000Z Data Center Market to Reach USD 1,103.70 Billion by 2035 as https://slicast.com/zh/article/10vmbaf Slicast zh-cn 2026-11-05T15:12:00.000Z 数据中心市场将于 2035 年达到 1,103.70 亿美元…… https://slicast.com/ko/article/10vmbaf Slicast ko 2026-11-05T15:12:00.000Z 데이터 센터 시장, 2035년까지 1,103.70억 달러 도달 전망 https://slicast.com/article/uzl80g Slicast en 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure has completed a $521 million asset-backed financing for its Silicon Valley data center. https://slicast.com/zh/article/uzl80g Slicast zh-cn 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure已完成其硅谷数据中心5.21亿美元的资产支持融资。 https://slicast.com/ko/article/uzl80g Slicast ko 2026-11-05T15:08:41.000Z EdgeCore Digital Infrastructure가 실리콘밸리 데이터센터에 대해 5억 2,100만 달러 규모의 자산담보부 금융 조달을 완료했다. https://slicast.com/article/1ie63r4 Slicast en 2026-11-05T15:07:34.000Z Memory makers' DRAM revenue jumped 369 percent as AI demand keeps supply tight and prices climbing, according to The Register. https://slicast.com/zh/article/1ie63r4 Slicast zh-cn 2026-11-05T15:07:34.000Z 据The Register报道，存储芯片厂商的DRAM收入大增369%，人工智能需求使供应持续紧张、价格持续上涨。 https://slicast.com/ko/article/1ie63r4 Slicast ko 2026-11-05T15:07:34.000Z 메모리 제조사들의 D램 매출이 AI 수요 지속으로 공급이 빠듯하고 가격이 오르면서 369% 급증했다고 The Register가 보도했다. https://slicast.com/article/51bsa4 Slicast en 2026-11-05T15:05:00.000Z Digital Realty has opened a new São Paulo lab where companies can test AI equipment before deployment. https://slicast.com/zh/article/51bsa4 Slicast zh-cn 2026-11-05T15:05:00.000Z Digital Realty在圣保罗新开设实验室，企业可在部署前测试人工智能设备。 https://slicast.com/ko/article/51bsa4 Slicast ko 2026-11-05T15:05:00.000Z Digital Realty가 São Paulo에 새로운 연구실을 열어, 기업들이 AI 장비를 실제 배포 전에 시험할 수 있도록 했습니다. https://slicast.com/article/1i7km4y Slicast en 2026-11-05T15:05:00.000Z Digital Realty Innovation Lab São Paulo Expands AI Infrastructure Testing in Latin America https://slicast.com/zh/article/1i7km4y Slicast zh-cn 2026-11-05T15:05:00.000Z Digital Realty 圣保罗创新实验室扩展拉丁美洲 AI 基础设施测试 https://slicast.com/ko/article/1i7km4y Slicast ko 2026-11-05T15:05:00.000Z Digital Realty Innovation Lab São Paulo, 라틴아메리카 AI 인프라 테스트 확대 https://slicast.com/article/4puv7y Slicast en 2026-11-05T15:01:33.000Z Fortinet and Equinix have expanded their partnership to secure distributed AI infrastructure. https://slicast.com/zh/article/4puv7y Slicast zh-cn 2026-11-05T15:01:33.000Z Fortinet与Equinix扩大合作，以保障分布式人工智能基础设施的安全。 https://slicast.com/ko/article/4puv7y Slicast ko 2026-11-05T15:01:33.000Z Fortinet과 Equinix가 분산형 AI 인프라 보안을 위해 파트너십을 확대했다. https://slicast.com/article/iy8qcs Slicast en 2026-11-05T15:00:10.000Z AI Infrastructure Arms Race Accelerates as Hyperscalers https://slicast.com/zh/article/iy8qcs Slicast zh-cn 2026-11-05T15:00:10.000Z 超大规模云厂商推动 AI 基础设施军备竞赛加速 https://slicast.com/ko/article/iy8qcs Slicast ko 2026-11-05T15:00:10.000Z AI 인프라 군비 경쟁, 하이퍼스케일러 중심으로 가속화 https://slicast.com/article/1gx61wg Slicast en 2026-11-05T14:56:01.000Z Core Scientific has billed CoreWeave for 485 of 590 MW, with $985 million in capex, per FourWeekMBA. https://slicast.com/zh/article/1gx61wg Slicast zh-cn 2026-11-05T14:56:01.000Z FourWeekMBA报道，Core Scientific已就CoreWeave的590兆瓦容量中的485兆瓦开具账单，资本开支为9.85亿美元。 https://slicast.com/ko/article/1gx61wg Slicast ko 2026-11-05T14:56:01.000Z Core Scientific는 FourWeekMBA에 따르면 590MW 중 485MW를 CoreWeave에 청구했으며, 자본적 지출은 9억 8,500만 달러입니다. https://slicast.com/article/1jy4ybl Slicast en 2026-11-05T14:52:27.000Z Core Scientific stock hit a 52-week low of $12.31, per Investing.com. https://slicast.com/zh/article/1jy4ybl Slicast zh-cn 2026-11-05T14:52:27.000Z 据Investing.com报道，Core Scientific股价触及52周低点12.31美元。 https://slicast.com/ko/article/1jy4ybl Slicast ko 2026-11-05T14:52:27.000Z Core Scientific 주가가 Investing.com에 따르면 52주 최저가인 $12.31을 기록했습니다. https://slicast.com/article/ouce5m Slicast en 2026-11-05T14:42:00.000Z Core Scientific says its AI business now accounts for 92% of total revenue, and its CEO says the first colocation deal is 'nearing full delivery'. https://slicast.com/zh/article/ouce5m Slicast zh-cn 2026-11-05T14:42:00.000Z Core Scientific表示，其人工智能业务目前占总营收的92%，公司CEO称首份机房托管合同'接近全面交付'。 https://slicast.com/ko/article/ouce5m Slicast ko 2026-11-05T14:42:00.000Z Core Scientific는 AI 사업이 전체 매출의 92%를 차지하고 있다고 밝혔으며, CEO는 첫 번째 코로케이션 계약이 '완전 인도를 눈앞에 두고 있다'고 말했습니다. https://slicast.com/article/1x0a5b9 Slicast en 2026-11-05T14:28:30.000Z Construction of Micron's $4.5 billion Taoyuan plant has been halted amid a labor dispute over profit-sharing, and Micron and the Taoyuan labor union are set to meet again on November 6. https://slicast.com/zh/article/1x0a5b9 Slicast zh-cn 2026-11-05T14:28:30.000Z 美光科技价值45亿美元的桃园工厂建设因利润分享劳资纠纷而暂停，美光科技与桃园工会定于11月6日再次会谈。 https://slicast.com/ko/article/1x0a5b9 Slicast ko 2026-11-05T14:28:30.000Z 마이크론의 45억 달러 규모 타오위안 공장 건설이 이익 배분을 둘러싼 노사 분쟁으로 중단된 가운데, 마이크론과 타오위안 노조는 11월 6일 다시 회동할 예정이다. https://slicast.com/article/bwuh62 Slicast en 2026-11-05T14:27:13.000Z Exelon has asked the Federal Energy Regulatory Commission to order PJM to adopt a 'prompt' capacity auction, while Invenergy has filed a complaint concerning the Midcontinent grid. https://slicast.com/zh/article/bwuh62 Slicast zh-cn 2026-11-05T14:27:13.000Z Exelon已请求美国联邦能源监管委员会（FERC）责令PJM采用'迅速'的容量拍卖机制，Invenergy也就中部内陆地区电网提起投诉。 https://slicast.com/ko/article/bwuh62 Slicast ko 2026-11-05T14:27:13.000Z Exelon은 연방에너지규제위원회(FERC)에 PJM이 '신속' 용량 경매를 도입하도록 명령해 줄 것을 요청했으며, Invenergy는 Midcontinent 전력망과 관련한 민원을 제기했습니다. https://slicast.com/article/1yuqal5 Slicast en 2026-11-05T14:26:00.000Z Moonshot AI reportedly seeks to rent more than 8,000 Nvidia Blackwell chips in Europe, a route that could bypass U.S. chip curbs on China. https://slicast.com/zh/article/1yuqal5 Slicast zh-cn 2026-11-05T14:26:00.000Z 据报道，Moonshot AI正寻求在欧洲租用超过8000颗英伟达Blackwell芯片，此举或将绕开美国对中国的芯片管制。 https://slicast.com/ko/article/1yuqal5 Slicast ko 2026-11-05T14:26:00.000Z Moonshot AI가 미국의 대중국 반도체 규제를 우회할 수 있는 방식으로, 유럽에서 엔비디아 블랙웰 칩 8,000개 이상을 임차하려는 것으로 전해졌다. https://slicast.com/article/1t484kz Slicast en 2026-11-05T14:07:20.000Z About 600,000 Nvidia H200 chips reportedly await approval in Hong Kong, as China's H200 bottleneck deepens. https://slicast.com/zh/article/1t484kz Slicast zh-cn 2026-11-05T14:07:20.000Z 据报道，约60万颗英伟达H200芯片正等待香港方面审批，中国的H200供应瓶颈持续加深。 https://slicast.com/ko/article/1t484kz Slicast ko 2026-11-05T14:07:20.000Z 600,000개의 Nvidia H200 칩이 홍콩에서 승인을 기다리고 있는 것으로 전해졌다. 중국의 H200 병목 현상이 심화되고 있다. https://slicast.com/article/lbhj0s Slicast en 2026-11-05T14:07:20.000Z Core Scientific flags moratoriums as a risk, and CoreWeave accounts for 84% of its sales. https://slicast.com/zh/article/lbhj0s Slicast zh-cn 2026-11-05T14:07:20.000Z Core Scientific提示暂停禁令相关风险，其销售额的84%来自CoreWeave。 https://slicast.com/ko/article/lbhj0s Slicast ko 2026-11-05T14:07:20.000Z Core Scientific는 모라토리엄을 위험 요인으로 지적했으며, CoreWeave가 매출의 84%를 차지하고 있습니다. https://slicast.com/article/lkyzm8 Slicast en 2026-11-05T14:05:17.000Z Kanghui Shares (康惠股份) sold idle assets for 100 million yuan and forecast a 55 million yuan profit increase, while its computing-power business moves from signed contracts into operations. https://slicast.com/zh/article/lkyzm8 Slicast zh-cn 2026-11-05T14:05:17.000Z 康惠股份出售闲置资产获得1亿元，并预计业绩增加5500万元，同时其算力业务正从签约阶段进入运营兑现期。 https://slicast.com/article/8b90fs Slicast en 2026-11-05T14:00:44.000Z PNNL has received two Genesis awards to fund projects that use artificial intelligence to simplify and speed up complex grid modeling. https://slicast.com/zh/article/8b90fs Slicast zh-cn 2026-11-05T14:00:44.000Z 太平洋西北国家实验室（PNNL）获得两项Genesis奖项，资助利用人工智能简化并加速复杂电网建模的项目。 https://slicast.com/ko/article/8b90fs Slicast ko 2026-11-05T14:00:44.000Z PNNL은 복잡한 전력망 모델링을 단순화하고 가속하기 위해 인공지능을 활용하는 프로젝트에 대해 Genesis 상을 두 건 받았습니다. https://slicast.com/article/4bg1wu Slicast en 2026-11-05T14:00:34.000Z ‘Hogwarts Legacy’ Gets a Magical NVIDIA DLSS 5 Upgrade on GeForce NOW https://slicast.com/zh/article/4bg1wu Slicast zh-cn 2026-11-05T14:00:34.000Z 《霍格沃茨之遗》获得神奇的 NVIDIA DLSS 5 升级,登陆 GeForce NOW https://slicast.com/ko/article/4bg1wu Slicast ko 2026-11-05T14:00:34.000Z 'Hogwarts Legacy'에 GeForce NOW의 마법 같은 NVIDIA DLSS 5 업그레이드 적용 https://slicast.com/article/184ghb3 Slicast en 2026-11-05T14:00:00.000Z NTT DATA has signed an agreement with Bloom Energy for 900 MW of onsite power generation across multiple NTT DATA data center projects. https://slicast.com/zh/article/184ghb3 Slicast zh-cn 2026-11-05T14:00:00.000Z NTT DATA与Bloom Energy签署协议，将为其多个数据中心项目提供900兆瓦的现场发电。 https://slicast.com/ko/article/184ghb3 Slicast ko 2026-11-05T14:00:00.000Z NTT DATA는 Bloom Energy와 여러 NTT DATA 데이터센터 프로젝트에 걸쳐 900MW 규모의 현장 발전(onsite power generation) 공급을 위한 계약을 체결했습니다. https://slicast.com/article/bhvdp0 Slicast en 2026-11-05T14:00:00.000Z Riot Platforms' third-quarter earnings call highlighted $38 billion in AI data-center leases. https://slicast.com/zh/article/bhvdp0 Slicast zh-cn 2026-11-05T14:00:00.000Z Riot Platforms第三季度财报电话会议披露了380亿美元的人工智能数据中心租约。 https://slicast.com/ko/article/bhvdp0 Slicast ko 2026-11-05T14:00:00.000Z Riot Platforms의 3분기 실적 발표 콘퍼런스 콜에서 380억 달러 규모의 AI 데이터센터 임대 계약이 주요 내용으로 다뤄졌다. https://slicast.com/article/kfrh2 Slicast en 2026-11-05T14:00:00.000Z VAST Data reports a sharp rise in orders for its all-flash storage systems. https://slicast.com/zh/article/kfrh2 Slicast zh-cn 2026-11-05T14:00:00.000Z VAST Data称其全闪存存储系统订单大幅增长。 https://slicast.com/ko/article/kfrh2 Slicast ko 2026-11-05T14:00:00.000Z VAST Data, 올-플래시 스토리지 시스템 주문이 급증했다고 발표했다. https://slicast.com/article/1iimk7o Slicast en 2026-11-05T14:00:00.000Z NTT DATA Announces Agreement with Bloom Energy for 900 MW of Onsite Power Generation Across Multiple Data Center Projects https://slicast.com/zh/article/1iimk7o Slicast zh-cn 2026-11-05T14:00:00.000Z NTT DATA 与 Bloom Energy 达成协议,为多个数据中心项目提供 900 MW 现场发电 https://slicast.com/ko/article/1iimk7o Slicast ko 2026-11-05T14:00:00.000Z NTT DATA, Bloom Energy와 다수 데이터센터 프로젝트에 걸친 900MW 규모 온사이트 발전 계약 체결 발표 https://slicast.com/article/1rz7fwh Slicast en 2026-11-05T14:00:00.000Z Panduit to Showcase Integrated AI and Data Center Infrastructure Solutions at SC26 https://slicast.com/zh/article/1rz7fwh Slicast zh-cn 2026-11-05T14:00:00.000Z Panduit 将在 SC26 展示集成式 AI 与数据中心基础设施解决方案 https://slicast.com/ko/article/1rz7fwh Slicast ko 2026-11-05T14:00:00.000Z Panduit, SC26에서 통합 AI 및 데이터센터 인프라 솔루션 선보인다 https://slicast.com/article/9asdq6 Slicast en 2026-11-05T14:00:00.000Z Ciena, Nokia, and Cisco Named Leaders in ABI Research’s https://slicast.com/zh/article/9asdq6 Slicast zh-cn 2026-11-05T14:00:00.000Z Ciena、Nokia 和 Cisco 被评为 ABI Research 的领导者 https://slicast.com/ko/article/9asdq6 Slicast ko 2026-11-05T14:00:00.000Z Ciena, Nokia, 그리고 Cisco, ABI Research의 https://slicast.com/article/1ne0zsc Slicast en 2026-11-05T13:56:37.000Z Australian authorities are tightening restrictions on data centres amid the AI boom. https://slicast.com/zh/article/1ne0zsc Slicast zh-cn 2026-11-05T13:56:37.000Z 澳大利亚有关部门正在收紧对数据中心的限制，以应对人工智能热潮。 https://slicast.com/ko/article/1ne0zsc Slicast ko 2026-11-05T13:56:37.000Z 호주 당국이 AI 붐에 대응해 데이터센터에 대한 규제를 강화하고 있다. https://slicast.com/article/16iamec Slicast en 2026-11-05T13:52:53.000Z Riot Platforms (RIOT) has named Anthropic as tenant of a $28 billion Texas lease, and Bitcoin Magazine reports a possible 12% interest exposure tied to the deal. https://slicast.com/zh/article/16iamec Slicast zh-cn 2026-11-05T13:52:53.000Z Riot Platforms（RIOT）已将Anthropic列为其价值280亿美元的得克萨斯州租约的租户，Bitcoin Magazine报道称该交易可能涉及12%的利息敞口。 https://slicast.com/ko/article/16iamec Slicast ko 2026-11-05T13:52:53.000Z Riot Platforms(RIOT)는 텍사스 임대 계약(총 280억 달러 규모)의 임차인으로 Anthropic을 지정했다고 발표했으며, Bitcoin Magazine은 이번 거래와 관련해 12%의 금리 노출 가능성이 있다고 보도했다. https://slicast.com/article/n6jyac Slicast en 2026-11-05T13:51:27.000Z FERC has approved MARA's acquisition of Long Ridge Energy, advancing the company's AI infrastructure expansion. https://slicast.com/zh/article/n6jyac Slicast zh-cn 2026-11-05T13:51:27.000Z 美国联邦能源监管委员会（FERC）已批准MARA收购Long Ridge Energy，推动其人工智能基础设施扩张。 https://slicast.com/ko/article/n6jyac Slicast ko 2026-11-05T13:51:27.000Z FERC가 MARA의 Long Ridge Energy 인수를 승인하며, 회사의 AI 인프라 확장이 한층 탄력을 받게 되었다. https://slicast.com/article/gud2su Slicast en 2026-11-05T13:45:00.000Z NextNRG Executes Term Sheet to Acquire 33-Acre Indiana Site https://slicast.com/zh/article/gud2su Slicast zh-cn 2026-11-05T13:45:00.000Z NextNRG 签署条款清单,收购印第安纳州 33 英亩场地 https://slicast.com/ko/article/gud2su Slicast ko 2026-11-05T13:45:00.000Z NextNRG, 33에이커 인디애나 부지 인수를 위한 텀시트 체결 https://slicast.com/article/14bwrdh Slicast en 2026-11-05T13:30:00.000Z SEALSQ, WISeQey, SEALCOIN and Eco Wave Power Sign https://slicast.com/zh/article/14bwrdh Slicast zh-cn 2026-11-05T13:30:00.000Z SEALSQ、WISeQey、SEALCOIN 与 Eco Wave Power 签署…… https://slicast.com/ko/article/14bwrdh Slicast ko 2026-11-05T13:30:00.000Z SEALSQ, WISeQey, SEALCOIN 및 Eco Wave Power 계약 체결 https://slicast.com/article/1lawrw Slicast en 2026-11-05T13:29:40.000Z Google could take an equity stake in bitcoin miner TeraWulf's roughly $19 billion AI project if Anthropic defaults, after already providing credit support for TeraWulf's anticipated borrowing tied to https://slicast.com/zh/article/1lawrw Slicast zh-cn 2026-11-05T13:29:40.000Z 如果Anthropic违约，谷歌可能获得比特币矿企TeraWulf约190亿美元AI项目的股权。此前谷歌已为TeraWulf预期借款提供信用支持，该借款与Anthropic约190亿美元的租赁承诺相关。 https://slicast.com/ko/article/1lawrw Slicast ko 2026-11-05T13:29:40.000Z 구글은 앤트로픽이 债务 불이행(디폴트)할 경우 비트코인 채굴 기업 TeraWulf의 약 190억 달러 규모 AI 프로젝트에 지분을 취득할 수 있다. 구글은 이미 앤트로픽의 약 190억 달러 규모 임대 계약 약정과 연계된 TeraWulf의 예상 차입에 대해 신용 보강을 제공한 바 있다. Wait, I must correct my output: it cont https://slicast.com/article/6kzvb1 Slicast en 2026-11-05T13:29:23.000Z Chemours launched its Faizeon portfolio of two-phase liquid cooling solutions, including direct-to-chip and immersion cooling fluids, aimed at heat loads from AI data centers. https://slicast.com/zh/article/6kzvb1 Slicast zh-cn 2026-11-05T13:29:23.000Z Chemours推出Faizeon两相液冷解决方案系列，包括直接芯片冷却和浸没式冷却流体，旨在应对人工智能数据中心不断攀升的散热负荷。 https://slicast.com/ko/article/6kzvb1 Slicast ko 2026-11-05T13:29:23.000Z Chemours는 AI 데이터센터의 열 부하를 겨냥한 2상 액체 냉각 솔루션 포트폴리오 Faizeon을 출시했으며, 여기에는 다이렉트투칩(direct-to-chip) 및 침수 냉각(immersion cooling) 유체가 포함된다. https://slicast.com/article/1i1s5og Slicast en 2026-11-05T13:29:00.000Z Europe-wide protests are planned to demand a building moratorium on data centers, following the role that curbs on compute farms played in recent US elections. https://slicast.com/zh/article/1i1s5og Slicast zh-cn 2026-11-05T13:29:00.000Z 欧洲多地计划举行抗议活动，要求暂停新建数据中心，此前对算力农场的限制在近期美国选举中发挥了重要作用。 https://slicast.com/ko/article/1i1s5og Slicast ko 2026-11-05T13:29:00.000Z 유럽 전역에서 데이터센터 건설 모라토리엄을 요구하는 시위가 계획되어 있으며, 이는 최근 미국 선거에서 컴퓨팅 팜 규제가 했던 역할에 따른 것이다. https://slicast.com/article/160cee8 Slicast en 2026-11-05T13:19:24.000Z Infineon and SoluM will develop HVDC power solutions for AI data centers. https://slicast.com/zh/article/160cee8 Slicast zh-cn 2026-11-05T13:19:24.000Z 英飞凌与SoluM将共同开发面向人工智能数据中心的高压直流供电解决方案。 https://slicast.com/ko/article/160cee8 Slicast ko 2026-11-05T13:19:24.000Z Infineon과 SoluM은 AI 데이터센터용 HVDC 전력 솔루션을 공동 개발할 예정이다. https://slicast.com/article/1o876vg Slicast en 2026-11-05T13:19:00.000Z Technology Org reports that compute costs are squeezing personal AI agents as Musk and OpenAI cut back. https://slicast.com/zh/article/1o876vg Slicast zh-cn 2026-11-05T13:19:00.000Z Technology Org报道，随着Musk与OpenAI削减算力使用，算力成本正在挤压个人人工智能智能体的发展空间。 https://slicast.com/ko/article/1o876vg Slicast ko 2026-11-05T13:19:00.000Z Technology Org는 Musk와 OpenAI가 지출을 줄이면서 컴퓨팅 비용이 개인용 AI 에이전트를 압박하고 있다고 보도했다. https://slicast.com/article/ov7z31 Slicast en 2026-11-05T13:11:22.000Z Core Scientific (CORZ) reported third-quarter 2026 revenue of $232.87 million and EPS of $0.47 in its 10-Q summary. https://slicast.com/zh/article/ov7z31 Slicast zh-cn 2026-11-05T13:11:22.000Z Core Scientific（CORZ）的2026年第三季度营收为2.3287亿美元，每股收益为0.47美元（依据10-Q季度报告摘要）。 https://slicast.com/ko/article/ov7z31 Slicast ko 2026-11-05T13:11:22.000Z Core Scientific (CORZ)는 2026년 3분기 매출 2억 3,287만 달러와 주당순이익(EPS) 0.47달러를 10-Q 요약 보고서에서 발표했다. https://slicast.com/article/1gd7qg2 Slicast en 2026-11-05T13:10:26.000Z Yahoo Finance UK reports Core Scientific's stock moving after a capacity deal and a data center buyout. https://slicast.com/zh/article/1gd7qg2 Slicast zh-cn 2026-11-05T13:10:26.000Z Yahoo Finance UK报道，Core Scientific股价因一项容量交易和一宗数据中心收购案而波动。 https://slicast.com/ko/article/1gd7qg2 Slicast ko 2026-11-05T13:10:26.000Z Yahoo Finance UK는 Core Scientific의 주가가 용량 계약과 데이터센터 인수 소식 이후 움직였다고 보도했다. https://slicast.com/article/j5ubzf Slicast en 2026-11-05T13:03:45.000Z OpenAI promised to drop NDAs and increase community transparency after the anti-data-center backlash, publishing a Compute Campus Policy and a National Community Compact. https://slicast.com/zh/article/j5ubzf Slicast zh-cn 2026-11-05T13:03:45.000Z OpenAI承诺取消保密协议并提高社区透明度，以回应反数据中心的社会浪潮，并发布了《Compute Campus Policy》与《National Community Compact》。 https://slicast.com/ko/article/j5ubzf Slicast ko 2026-11-05T13:03:45.000Z OpenAI는 반(反)데이터센터 여론이 거세지자 NDA(비밀유지계약)를 폐지하고 지역사회 투명성을 높이겠다고 약속했으며, 이에 따라 Compute Campus Policy와 National Community Compact를 공개했다. https://slicast.com/article/1t208nj Slicast en 2026-11-05T13:00:43.000Z Caterpillar plans to expand production of large reciprocating engines and turbines to meet huge data center demand, after reporting a sharp increase in sales at its power and energy division. https://slicast.com/zh/article/1t208nj Slicast zh-cn 2026-11-05T13:00:43.000Z 卡特彼勒计划扩大大型往复式发动机和燃气轮机的产能，以满足数据中心的巨大需求，此前其电力与能源业务销售额大幅增长。 https://slicast.com/ko/article/1t208nj Slicast ko 2026-11-05T13:00:43.000Z Caterpillar는 전력 및 에너지 부문의 매출이 급증했다고 발표한 데 이어, 대형 왕복 엔진과 터빈의 생산을 확대해 데이터센터의 막대한 수요에 대응할 계획이다. https://slicast.com/article/1thpl3o Slicast en 2026-11-05T13:00:00.000Z Smartbird Expands Enterprise AI Infrastructure Partner Network with Supermicro https://slicast.com/zh/article/1thpl3o Slicast zh-cn 2026-11-05T13:00:00.000Z Smartbird 扩展企业 AI 基础设施合作伙伴网络,携手 Supermicro https://slicast.com/ko/article/1thpl3o Slicast ko 2026-11-05T13:00:00.000Z Smartbird, Supermicro와 함께 엔터프라이즈 AI 인프라 파트너 네트워크 확장 https://slicast.com/article/bjm0j9 Slicast en 2026-11-05T12:47:05.000Z A report says more than half of US hyperscale data center projects face 'regulatory friction' after the 2026 midterm elections, while a national moratorium remains a low-probability scenario. https://slicast.com/zh/article/bjm0j9 Slicast zh-cn 2026-11-05T12:47:05.000Z 一份报告称，2026年中期选举后，美国一半以上的超大规模数据中心项目面临「监管摩擦」，而全国性暂停建设仍属低概率情景。 https://slicast.com/ko/article/bjm0j9 Slicast ko 2026-11-05T12:47:05.000Z 보고서에 따르면 2026년 중간선거 이후 미국 하이퍼스케일 데이터센터 프로젝트의 절반 이상이 '규제 마찰'에 직면할 것으로 나타났으며, 전국적 모라토리엄은 발생 가능성이 낮은 시나리오로 남아 있다. https://slicast.com/article/pqx0sz Slicast en 2026-11-05T12:46:33.000Z Lambda plans to develop a four-building data center campus in Lowndes County, Alabama, with the company saying it will invest $33.1 billion in the state. https://slicast.com/zh/article/pqx0sz Slicast zh-cn 2026-11-05T12:46:33.000Z Lambda计划在阿拉巴马州Lowndes县开发一个包含四栋建筑的数据中心园区,公司表示将在该州投资331亿美元。 https://slicast.com/ko/article/pqx0sz Slicast ko 2026-11-05T12:46:33.000Z Lambda은 앨라배마주 라운즈 카운티에 건물 4개로 구성된 데이터센터 캠퍼스를 개발할 계획이며, 앨라배마주에 331억 달러를 투자할 것이라고 밝혔다. https://slicast.com/article/ooxzdl Slicast en 2026-11-05T12:34:49.000Z HBM prices are seen rising 121% as SK Hynix buyers shift to 8-Hi stacks. https://slicast.com/zh/article/ooxzdl Slicast zh-cn 2026-11-05T12:34:49.000Z 据报道，随着SK海力士的客户转向8-Hi（8层堆叠）产品，高带宽存储器价格预计将上涨121%。 https://slicast.com/ko/article/ooxzdl Slicast ko 2026-11-05T12:34:49.000Z HBM 가격이 121% 상승할 것으로 전망되는 가운데, SK Hynix 고객사들이 8-Hi 스택으로 전환하고 있다. https://slicast.com/article/73zrc5 Slicast en 2026-11-05T12:33:46.000Z OpenAI pledged to shield American households from AI data center power costs, in a statement headlined 'We'll Pay the Full Cost of' the power its facilities draw. https://slicast.com/zh/article/73zrc5 Slicast zh-cn 2026-11-05T12:33:46.000Z OpenAI承诺保护美国家庭免受人工智能数据中心电力成本影响，并以「We'll Pay the Full Cost of」为标题发布声明。 https://slicast.com/ko/article/73zrc5 Slicast ko 2026-11-05T12:33:46.000Z OpenAI는 미국 가정을 AI 데이터센터의 전력 비용으로부터 보호하겠다고 약속했으며, 해당 성명의 제목은 "We'll Pay the Full Cost of"(시설이 사용하는 전력의 전체 비용을 부담하겠다)였다. https://slicast.com/article/x9w431 Slicast en 2026-11-05T12:32:43.000Z AMD is acquiring Taalas in a US$2.9B deal, reported as the 'Toronto Deal'. https://slicast.com/zh/article/x9w431 Slicast zh-cn 2026-11-05T12:32:43.000Z AMD正以29亿美元收购Taalas，该交易被称为「多伦多交易」。 https://slicast.com/ko/article/x9w431 Slicast ko 2026-11-05T12:32:43.000Z AMD, 'Toronto Deal'로 보도된 29억 달러 규모의 Taalas 인수를 추진 중이다. https://slicast.com/article/xk5tzm Slicast en 2026-11-05T12:31:04.000Z Core Scientific's colocation revenue jumped 58% as AI capacity expanded, with colocation taking a larger share of the business. https://slicast.com/zh/article/xk5tzm Slicast zh-cn 2026-11-05T12:31:04.000Z Core Scientific的托管服务收入增长58%，人工智能算力扩张推动托管业务在其业务结构中占比提升。 https://slicast.com/ko/article/xk5tzm Slicast ko 2026-11-05T12:31:04.000Z Core Scientific의 colocation 매출은 AI 용량 확대에 힘입어 58% 급증했으며, 사업에서 colocation이 차지하는 비중도 커졌다. https://slicast.com/article/1polcbb Slicast en 2026-11-05T12:15:47.000Z AI data centers are driving a nuclear energy revival, with about $50 billion of investment expected by 2029, according to ET Datacenters. https://slicast.com/zh/article/1polcbb Slicast zh-cn 2026-11-05T12:15:47.000Z 据ET Datacenters报道，人工智能数据中心正推动核能复兴，预计到2029年将有约500亿美元投资。 https://slicast.com/ko/article/1polcbb Slicast ko 2026-11-05T12:15:47.000Z AI 데이터센터가 원자력 에너지의 부흥을 이끌고 있으며, ET Datacenters에 따르면 2029년까지 약 500억 달러의 투자가 예상된다. https://slicast.com/article/1rqh58w Slicast en 2026-11-05T12:14:41.000Z Renewable Innovations joined a US DOE lab project on fuel cell power for AI data centers, which will include a field demonstration at the Sky Data Centers site in Santa Rosa, California. https://slicast.com/zh/article/1rqh58w Slicast zh-cn 2026-11-05T12:14:41.000Z Renewable Innovations加入美国能源部实验室项目，研究面向人工智能数据中心的燃料电池供电，并将在加利福尼亚州圣罗莎的Sky Data Centers站点开展现场示范。 https://slicast.com/ko/article/1rqh58w Slicast ko 2026-11-05T12:14:41.000Z Renewable Innovations는 AI 데이터센터용 연료전지 전력 공급을 주제로 한 미국 에너지부(DOE) 산하 연구소의 프로젝트에 참여했으며, 이 프로젝트에는 캘리포니아주 산타로사에 있는 Sky Data Centers 부지에서의 현장 시연이 포함될 예정이다. https://slicast.com/article/t8rixf Slicast en 2026-11-05T12:06:11.000Z Nvidia chips are stockpiling in Hong Kong while awaiting China import approval, according to a report. https://slicast.com/zh/article/t8rixf Slicast zh-cn 2026-11-05T12:06:11.000Z 据报道，英伟达芯片正在香港大量积压，等待中国进口审批。 https://slicast.com/ko/article/t8rixf Slicast ko 2026-11-05T12:06:11.000Z Nvidia 칩이 중국 수입 승인을 기다리며 홍콩에 쌓이고 있는 것으로 보도됐다. https://slicast.com/article/1mmw2z Slicast en 2026-11-05T12:02:09.000Z ABB and Korean shipbuilder Hanwha signed a non-binding MoU to collaborate on power and control systems for offshore data centers. https://slicast.com/zh/article/1mmw2z Slicast zh-cn 2026-11-05T12:02:09.000Z ABB与韩国造船企业韩华签署了不具约束力的谅解备忘录，合作开发海上数据中心的电力与控制系统。 https://slicast.com/ko/article/1mmw2z Slicast ko 2026-11-05T12:02:09.000Z ABB와 한국 조선사 한화는 해상 데이터센터용 전력 및 제어 시스템 협력을 위한 구속력 없는 양해각서(MoU)를 체결했다. https://slicast.com/article/11pwr4o Slicast en 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/11pwr4o Slicast zh-cn 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/11pwr4o Slicast ko 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC, 분기보고서(10-Q) 제출 https://slicast.com/article/11rdxmw Slicast en 2026-11-05T12:00:00.000Z IREN Ltd files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/11rdxmw Slicast zh-cn 2026-11-05T12:00:00.000Z IREN Ltd 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/11rdxmw Slicast ko 2026-11-05T12:00:00.000Z IREN Ltd, 10-Q 분기 보고서 제출 https://slicast.com/article/14bbf3z Slicast en 2026-11-05T12:00:00.000Z MICROSOFT CORP files 8-K: director / officer changes https://slicast.com/zh/article/14bbf3z Slicast zh-cn 2026-11-05T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/14bbf3z Slicast ko 2026-11-05T12:00:00.000Z MICROSOFT CORP, 8-K 제출: 이사 및 임원 변동 https://slicast.com/article/16x9esu Slicast en 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC files 8-K: director / officer changes https://slicast.com/zh/article/16x9esu Slicast zh-cn 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC 提交 8-K：重大事件 https://slicast.com/ko/article/16x9esu Slicast ko 2026-11-05T12:00:00.000Z MICRON TECHNOLOGY INC, 8-K 제출: 이사 / 임원 변동 https://slicast.com/article/1g73tru Slicast en 2026-11-05T12:00:00.000Z Vistra files 8-K: completion of an acquisition or disposition, creation of a material debt / off-balance-sheet obligation, unregistered sale of equity https://slicast.com/zh/article/1g73tru Slicast zh-cn 2026-11-05T12:00:00.000Z Vistra 提交 8-K：重大事件 https://slicast.com/ko/article/1g73tru Slicast ko 2026-11-05T12:00:00.000Z Vistra, 8-K 제출: 자산 인수 또는 처분 완료, 중요한 부채 또는 대차대조표 외 채무 발생, 미등록 지분 매각 https://slicast.com/article/1haglel Slicast en 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1haglel Slicast zh-cn 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1haglel Slicast ko 2026-11-05T12:00:00.000Z Alibaba Group Holding Ltd, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1p3j489 Slicast en 2026-11-05T12:00:00.000Z Marvell has agreed to acquire Lumentum in an all-stock deal valued at $115 billion, combining Marvell's optical DSPs, SerDes, silicon photonics, and networking silicon with Lumentum's lasers, transcei https://slicast.com/zh/article/1p3j489 Slicast zh-cn 2026-11-05T12:00:00.000Z Marvell 同意以全股票方式收购 Lumentum,交易价值 1150 亿美元。此次合并将整合 Marvell 的光学 DSP、SerDes、硅光子及网络芯片业务,与 Lumentum 的激光器、光收发模块、光交换机及磷化铟制造能力。 https://slicast.com/ko/article/1p3j489 Slicast ko 2026-11-05T12:00:00.000Z Marvell는 1,150억 달러 규모의 전량 주식 교환 방식으로 Lumentum을 인수하는 데 합의했다. 이번 거래로 Marvell의 광 DSP, SerDes, 실리콘 포토닉스, 네트워킹 실리콘 기술과 Lumentum의 레이저, 트랜시버, 광 스위치, 인듐 인(InP) 제조 역량이 결합된다. https://slicast.com/article/3vabmk Slicast en 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/3vabmk Slicast zh-cn 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/3vabmk Slicast ko 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 10-Q 제출: 분기 보고서(10-Q) https://slicast.com/article/8r8rvo Slicast en 2026-11-05T12:00:00.000Z LAM RESEARCH CORP files 8-K: shareholder vote results, other material event https://slicast.com/zh/article/8r8rvo Slicast zh-cn 2026-11-05T12:00:00.000Z LAM RESEARCH CORP 提交 8-K：重大事件 https://slicast.com/ko/article/8r8rvo Slicast ko 2026-11-05T12:00:00.000Z LAM RESEARCH CORP, 8-K 제출: 주주 투표 결과 및 기타 중요 사건 https://slicast.com/article/c3fu52 Slicast en 2026-11-05T12:00:00.000Z Meta Platforms files 8-K: other material event https://slicast.com/zh/article/c3fu52 Slicast zh-cn 2026-11-05T12:00:00.000Z Meta Platforms 提交 8-K：重大事件 https://slicast.com/ko/article/c3fu52 Slicast ko 2026-11-05T12:00:00.000Z Meta Platforms, 8-K 제출: 기타 중요 사건 https://slicast.com/article/chpehd Slicast en 2026-11-05T12:00:00.000Z CAMECO CORP files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/chpehd Slicast zh-cn 2026-11-05T12:00:00.000Z CAMECO CORP 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/chpehd Slicast ko 2026-11-05T12:00:00.000Z CAMECO CORP 6-K 제출: 외국 발행자 보고서(6-K) https://slicast.com/article/eimjvv Slicast en 2026-11-05T12:00:00.000Z Keel Infrastructure Reports Third Quarter 2026 Results https://slicast.com/zh/article/eimjvv Slicast zh-cn 2026-11-05T12:00:00.000Z Keel Infrastructure 发布 2026 年第三季度财报 https://slicast.com/ko/article/eimjvv Slicast ko 2026-11-05T12:00:00.000Z Keel Infrastructure, 2026년 3분기 실적 발표 https://slicast.com/article/gi3sz4 Slicast en 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC files 8-K: results of operations https://slicast.com/zh/article/gi3sz4 Slicast zh-cn 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 提交 8-K：重大事件 https://slicast.com/ko/article/gi3sz4 Slicast ko 2026-11-05T12:00:00.000Z IRON MOUNTAIN INC 8-K 제출: 영업 실적 https://slicast.com/article/jjao3i Slicast en 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/jjao3i Slicast zh-cn 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx 提交 8-K：重大事件 https://slicast.com/ko/article/jjao3i Slicast ko 2026-11-05T12:00:00.000Z Core Scientific, Inc./tx, 8-K 제출: 영업 실적, Regulation FD 공시 https://slicast.com/article/nlcx4y Slicast en 2026-11-05T12:00:00.000Z IREN Ltd files 8-K: results of operations https://slicast.com/zh/article/nlcx4y Slicast zh-cn 2026-11-05T12:00:00.000Z IREN Ltd 提交 8-K：重大事件 https://slicast.com/ko/article/nlcx4y Slicast ko 2026-11-05T12:00:00.000Z IREN Ltd, 8-K 제출: 영업 실적 https://slicast.com/article/o8yxud Slicast en 2026-11-05T12:00:00.000Z CAMECO CORP files F-10: foreign IPO registration (F-1) https://slicast.com/zh/article/o8yxud Slicast zh-cn 2026-11-05T12:00:00.000Z CAMECO CORP 提交 F-10：外国公司 IPO 注册(F-1) https://slicast.com/ko/article/o8yxud Slicast ko 2026-11-05T12:00:00.000Z CAMECO CORP, 외국 기업 IPO 등록(F-1) 서류 F-10 제출 https://slicast.com/article/on1a1t Slicast en 2026-11-05T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/on1a1t Slicast zh-cn 2026-11-05T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/on1a1t Slicast ko 2026-11-05T12:00:00.000Z Meta Platforms, 424B5 목록 등록서(424B) 제출 https://slicast.com/article/rd20ys Slicast en 2026-11-05T12:00:00.000Z Alphabet files 8-K: other material event https://slicast.com/zh/article/rd20ys Slicast zh-cn 2026-11-05T12:00:00.000Z Alphabet 提交 8-K：重大事件 https://slicast.com/ko/article/rd20ys Slicast ko 2026-11-05T12:00:00.000Z Alphabet, 8-K 제출: 기타 중요 사건 https://slicast.com/article/xsuae0 Slicast en 2026-11-05T12:00:00.000Z NUSCALE POWER files 8-K: results of operations https://slicast.com/zh/article/xsuae0 Slicast zh-cn 2026-11-05T12:00:00.000Z NUSCALE POWER 提交 8-K：重大事件 https://slicast.com/ko/article/xsuae0 Slicast ko 2026-11-05T12:00:00.000Z NUSCALE POWER 8-K 제출: 영업 실적 https://slicast.com/article/wywqfh Slicast en 2026-11-05T11:55:00.000Z DTE Energy announces strategic sale of its non-utility DTE Vantage business; reports third quarter accomplishments including advancing data center growth that delivers unprecedented customer affordabi https://slicast.com/zh/article/wywqfh Slicast zh-cn 2026-11-05T11:55:00.000Z DTE Energy 宣布战略性出售非公用事业业务 DTE Vantage;公布第三季度进展,包括推进数据中心增长以带来前所未有的客户可负担性收益,并提交长期发电计划 https://slicast.com/ko/article/wywqfh Slicast ko 2026-11-05T11:55:00.000Z DTE Energy, 비유틸리티 사업부인 DTE Vantage 매각 전략적 결정 발표; 데이터센터 성장 추진을 포함한 3분기 성과 보고, 고객 부담 완화에 대한 전례 없는 효과 제시 및 장기 발전 계획 제출 https://slicast.com/article/1xbvwvm Slicast en 2026-11-05T11:54:32.000Z Reuters reports Nvidia chips are piling up in Hong Kong while China withholds import approval. https://slicast.com/zh/article/1xbvwvm Slicast zh-cn 2026-11-05T11:54:32.000Z 路透社报道，中国暂不批准进口，英伟达芯片在香港大量积压。 https://slicast.com/ko/article/1xbvwvm Slicast ko 2026-11-05T11:54:32.000Z Reuters에 따르면 중국이 수입 승인을 보류하는 가운데 엔비디아 칩이 홍콩에 쌓이고 있다. https://slicast.com/article/1ey5m9s Slicast en 2026-11-05T11:30:00.000Z NOVOSENSE to Showcase Automotive and AI Data Center Power IC Advances at electronica 2026 https://slicast.com/zh/article/1ey5m9s Slicast zh-cn 2026-11-05T11:30:00.000Z NOVOSENSE 将在 electronica 2026 展示汽车与 AI 数据中心电源 IC 的最新进展 https://slicast.com/ko/article/1ey5m9s Slicast ko 2026-11-05T11:30:00.000Z NOVOSENSE, electronica 2026에서 자동차 및 AI 데이터센터 전력 IC 기술 성과 공개 https://slicast.com/article/pe330c Slicast en 2026-11-05T11:26:49.000Z Riot Platforms has signed a $28 billion data center lease deal with Anthropic. https://slicast.com/zh/article/pe330c Slicast zh-cn 2026-11-05T11:26:49.000Z Riot Platforms与Anthropic签署了价值280亿美元的数据中心租赁协议。 https://slicast.com/ko/article/pe330c Slicast ko 2026-11-05T11:26:49.000Z Riot Platforms, Anthropic과 280억 달러 규모의 데이터센터 임대 계약을 체결했다. https://slicast.com/article/102yjww Slicast en 2026-11-05T06:27:00.000Z Global AI Data Center Market to Reach USD 84.52 Billion by 2032, Growing at a CAGR of 25.8% - Report by Maximize Market Research https://slicast.com/zh/article/102yjww Slicast zh-cn 2026-11-05T06:27:00.000Z 全球 AI 数据中心市场将于 2032 年达到 84.52 亿美元,年复合增长率 25.8%——Maximize Market Research 报告 https://slicast.com/ko/article/102yjww Slicast ko 2026-11-05T06:27:00.000Z Maximize Market Research 보고서: 글로벌 AI 데이터센터 시장, 2032년 845억 2,000만 달러 도달 전망, 연평균 성장률(CAGR) 25.8% https://slicast.com/article/1hpez7q Slicast en 2026-11-05T02:09:00.000Z Impresa Legal Group Leads Class Action Lawsuit Against Extremist Groups and Foreign-Funded Organizations for Coordinated Campaign to Harass Data Center Workers and Interfere with U.S. Technology Indus https://slicast.com/zh/article/1hpez7q Slicast zh-cn 2026-11-05T02:09:00.000Z Impresa Legal Group 领衔集体诉讼,起诉极端组织及外国资助机构协同骚扰数据中心员工、干扰美国科技产业的行为 https://slicast.com/ko/article/1hpez7q Slicast ko 2026-11-05T02:09:00.000Z Impresa Legal Group, 데이터센터 근로자 괴롭힘 및 미국 기술 산업 방해를 목적으로 한 조직적 캠페인과 관련해 극단주의 단체 및 해외 자금 지원 단체를 상대로 집단소송을 주도 https://slicast.com/commentary/sambanova-2026-11-04 Slicast en 2026-11-04T21:27:27.843Z SambaNova SN50 and Supermicro Inference Partnership, November 2026 https://slicast.com/zh/commentary/sambanova-2026-11-04 Slicast zh-cn 2026-11-04T21:27:27.843Z SambaNova SN50与超微电脑推理合作，2026年11月 https://slicast.com/article/16ty3rd Slicast en 2026-11-04T21:11:00.000Z UK Drax/Brookfield £2.5B gigawatt-scale data center public consultation to launch in November; OpenAI secures 8 GW Ohio campus lease https://slicast.com/zh/article/16ty3rd Slicast zh-cn 2026-11-04T21:11:00.000Z 英国 Drax/Brookfield £2.5B 吉瓦级数据中心公众咨询11月启动；OpenAI 锁定俄亥俄 8 GW 园区租约 https://slicast.com/ko/article/16ty3rd Slicast ko 2026-11-04T21:11:00.000Z UK Drax/Brookfield 25억 파운드 규모 기가와트급 데이터센터 공개 협의 11월 개시; OpenAI, 오하이오 8GW 캠퍼스 임차 확보 https://slicast.com/article/1jmgjin Slicast en 2026-11-04T21:10:00.000Z Google signs PPA with Constellation Energy for existing nuclear plants; Microsoft and Meta have locked in a cumulative 9.8 GW of nuclear power https://slicast.com/zh/article/1jmgjin Slicast zh-cn 2026-11-04T21:10:00.000Z Google 与 Constellation Energy 签署现有核电站 PPA，微软/Meta 累计锁定 9.8 GW 核电 https://slicast.com/ko/article/1jmgjin Slicast ko 2026-11-04T21:10:00.000Z Google, Constellation Energy와 기존 원자력 발전소 전력구매계약(PPA) 체결; Microsoft와 Meta, 누적 9.8 GW 규모의 원자력 전력 확보 https://slicast.com/article/1bngv4k Slicast en 2026-11-04T21:09:00.000Z Neocloud sector down over the past month: CoreWeave −43%, IREN −45%, Nebius −39%; Gartner warns 80% face exit https://slicast.com/zh/article/1bngv4k Slicast zh-cn 2026-11-04T21:09:00.000Z Neocloud 板块近一月累跌：CoreWeave −43%、IREN −45%、Nebius −39%，Gartner 警告80%面临出局 https://slicast.com/ko/article/1bngv4k Slicast ko 2026-11-04T21:09:00.000Z 네오클라우드 업종 한 달간 하락: CoreWeave −43%, IREN −45%, Nebius −39%; 가트너, 80% 기업 이탈 직면 경고 https://slicast.com/article/c74fhq Slicast en 2026-11-04T21:08:00.000Z Hyperscale cloud providers' combined 2026 capital expenditure totals about $735B, and Goldman Sachs forecasts it will rise to $1.2T in 2027. https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-11-04T21:08:00.000Z 超大型云厂商2026年资本开支合计约 $735B，Goldman Sachs 预测2027年升至 $1.2T https://slicast.com/ko/article/c74fhq Slicast ko 2026-11-04T21:08:00.000Z 2026년 하이퍼스케일 클라우드 사업자들의 합산 자본적 지출은 약 $735B에 달하며, 골드만삭스는 이 규모가 2027년에 $1.2T까지 늘어날 것으로 전망했다. https://slicast.com/article/gtgbdb Slicast en 2026-11-04T21:07:00.000Z Canada's government commits C$1.6B to Cohere, lifting valuation to $35.7B and pledging C$4B in domestic AI infrastructure https://slicast.com/zh/article/gtgbdb Slicast zh-cn 2026-11-04T21:07:00.000Z 加拿大政府向 Cohere 投资 C$1.6B，估值升至 $35.7B，承诺 C$4B 国内 AI 基础设施 https://slicast.com/ko/article/gtgbdb Slicast ko 2026-11-04T21:07:00.000Z 캐나다 정부, Cohere에 16억 캐나다달러 투입... 기업가치 357억 달러로 상향, 국내 AI 인프라에 40억 캐나다달러 투자 약속 https://slicast.com/article/3lmzqd Slicast en 2026-11-04T21:06:00.000Z Nscale in talks with Anthropic on second $45B compute contract, 460 MW Vera Rubin campus in West Virginia https://slicast.com/zh/article/3lmzqd Slicast zh-cn 2026-11-04T21:06:00.000Z Nscale 与 Anthropic 洽谈第二笔 $45B 算力合同，460 MW Vera Rubin 西弗吉尼亚新园区 https://slicast.com/ko/article/3lmzqd Slicast ko 2026-11-04T21:06:00.000Z Nscale, Anthropic과 제2차 450억 달러 규모 컴퓨팅 계약 협상 중... 웨스트버지니아 460MW Vera Rubin 캠퍼스 관련 Correction to my draft above: the headline's figure is $45B, so the correct rendering is: Nscale, Anthropic과 제2차 450억 https://slicast.com/commentary/goodman-2026-11-04 Slicast en 2026-11-04T21:05:38.426Z Goodman Group NextDC Stake Bid, November 2026 https://slicast.com/zh/commentary/goodman-2026-11-04 Slicast zh-cn 2026-11-04T21:05:38.426Z 古德曼集团NextDC股权竞购，2026年11月 https://slicast.com/article/dth0mg Slicast en 2026-11-04T21:05:00.000Z Marvell to Acquire Lumentum in $115B All-Stock Deal at 23.9% Premium, Betting on AI Photonic Interconnects https://slicast.com/zh/article/dth0mg Slicast zh-cn 2026-11-04T21:05:00.000Z Marvell 以 $115B 全股方式收购 Lumentum，溢价 23.9%，押注 AI 光子互联 https://slicast.com/ko/article/dth0mg Slicast ko 2026-11-04T21:05:00.000Z Marvell, 23.9% 프리미엄으로 Lumentum 인수... 1,150억 달러 규모 전주식 거래, AI 포토닉 인터커넥트에 베팅 https://slicast.com/article/1rznn7m Slicast en 2026-11-04T21:04:00.000Z Anthropic revises IPO prospectus (planned listing November 12): Q3 revenue $17B (up 12x year over year), net loss $23.3B, infrastructure commitments up to $895B https://slicast.com/zh/article/1rznn7m Slicast zh-cn 2026-11-04T21:04:00.000Z Anthropic 修订 IPO 招股书（拟11月12日上市）：Q3 营收 $17B（同比 12 倍），净亏 $23.3B，基础设施承诺高达 $895B https://slicast.com/ko/article/1rznn7m Slicast ko 2026-11-04T21:04:00.000Z Anthropic, IPO 투자설명서 수정 (11월 12일 상장 예정): 3분기 매출 170억 달러(전년 대비 12배 증가), 순손실 233억 달러, 인프라 약정 최대 8,950억 달러 https://slicast.com/article/v0t70n Slicast en 2026-11-04T21:03:00.000Z NVIDIA Quietly Cuts Vera Rubin Bandwidth Specifications by 13–26% Without Public Announcement https://slicast.com/zh/article/v0t70n Slicast zh-cn 2026-11-04T21:03:00.000Z NVIDIA 悄然下调 Vera Rubin 带宽规格 13–26%，未作任何公告说明 https://slicast.com/ko/article/v0t70n Slicast ko 2026-11-04T21:03:00.000Z NVIDIA, 공개 발표 없이 Vera Rubin 대역폭 사양 13–26% 하향 조정 https://slicast.com/article/19g7p3p Slicast en 2026-11-04T21:02:00.000Z Hut 8 Q3 revenue of $71.1M missed expectations, and shares plunged 21%; however, the Beacon Point GW-scale campus is on track, and its $26.6B contract backlog hit a record high. https://slicast.com/zh/article/19g7p3p Slicast zh-cn 2026-11-04T21:02:00.000Z Hut 8 Q3 营收 $71.1M 不及预期，股价重挫 21%；但 Beacon Point GW 级园区落实，$26.6B 合同组合创历史高位 https://slicast.com/ko/article/19g7p3p Slicast ko 2026-11-04T21:02:00.000Z Hut 8의 3분기 매출은 7,110만 달러로 시장 예상을 밑돌았으며, 주가는 21% 급락했습니다. 다만 기가와트(GW) 규모의 Beacon Point 캠퍼스는 계획대로 진행되고 있으며, 계약 잔고(백로그)는 266억 달러로 사상 최고치를 기록했습니다. https://slicast.com/article/q7hpah Slicast en 2026-11-04T21:01:00.000Z Texas Turns Blue + Congressional Flip: Data Center Moratorium Shadow Weighs Heavily on Neocloud Sector https://slicast.com/zh/article/q7hpah Slicast zh-cn 2026-11-04T21:01:00.000Z 德州变蓝 + 国会翻转：数据中心暂停令阴影重压 Neocloud 板块 https://slicast.com/ko/article/q7hpah Slicast ko 2026-11-04T21:01:00.000Z Texas Turns Blue + 의회 정권 교체: 데이터센터 모라토리엄 우려가 네오클라우드 업계에 짙은 그림자 https://slicast.com/commentary/marvell-2026-11-04 Slicast en 2026-11-04T20:57:18.382Z Marvell Technology $115 Billion Lumentum Deal, November 2026 https://slicast.com/zh/commentary/marvell-2026-11-04 Slicast zh-cn 2026-11-04T20:57:18.382Z 迈威尔科技1150亿美元收购Lumentum，2026年11月 https://slicast.com/commentary/nvidia-2026-11-04 Slicast en 2026-11-04T20:43:39.076Z Nvidia H200 China Exit and Vera Rubin Ramp, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-04 Slicast zh-cn 2026-11-04T20:43:39.076Z 英伟达退出中国H200市场并转向Vera Rubin，2026年11月 https://slicast.com/commentary/vistra-2026-11-04 Slicast en 2026-11-04T20:31:15.207Z Vistra (VST): 15% Single-Session Drop, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-04 Slicast zh-cn 2026-11-04T20:31:15.207Z Vistra（VST）2026年11月：单日暴跌15%，无公开披露原因 https://slicast.com/article/fu7tx1 Slicast en 2026-11-04T20:31:00.000Z Analysis argues that Trump's midterm drubbing shows how powerful data centre opponents have become as public mood on AI keeps shifting. https://slicast.com/zh/article/fu7tx1 Slicast zh-cn 2026-11-04T20:31:00.000Z 分析认为，特朗普在中期选举中的惨败表明，数据中心反对者已具备强大影响力，公众对人工智能的态度也在持续转变。 https://slicast.com/ko/article/fu7tx1 Slicast ko 2026-11-04T20:31:00.000Z 분석에 따르면, 트럼프 대통령의 중간선거 참패는 AI에 대한 여론이 계속 변화하는 가운데 데이터센터 반대 세력이 얼마나 강력해졌는지를 보여준다. https://slicast.com/commentary/nrg-2026-11-04 Slicast en 2026-11-04T20:15:34.440Z NRG Energy Share-Price Drop, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-04 Slicast zh-cn 2026-11-04T20:15:34.440Z NRG Energy股价下跌，2026年11月 https://slicast.com/brief/2026-11-05 Slicast en 2026-11-04T20:07:21.074Z Latest AI Infrastructure News: November 5, 2026 https://slicast.com/zh/brief/2026-11-05 Slicast zh-cn 2026-11-04T20:07:21.074Z AI 基础设施新闻早报 · 2026年11月5日 https://slicast.com/ko/brief/2026-11-05 Slicast ko 2026-11-04T20:07:21.074Z 최신 AI 인프라 뉴스 · 2026년 11월 5일 https://slicast.com/article/13hmi4g Slicast en 2026-11-04T19:47:30.000Z Crusoe has debuted its Spark Liquid modular unit, a 3.5 MW factory-built data center module that highlights a faster path to AI capacity at scale. https://slicast.com/zh/article/13hmi4g Slicast zh-cn 2026-11-04T19:47:30.000Z Crusoe推出了模块化单元Spark Liquid，这是一款在工厂预制的3.5兆瓦数据中心模块，展示了以更快速度规模化部署人工智能算力的路径。 https://slicast.com/ko/article/13hmi4g Slicast ko 2026-11-04T19:47:30.000Z Crusoe가 3.5MW급 공장 제작형 데이터센터 모듈 'Spark Liquid' 모듈형 장비를 공개했다. AI 역량을 대규모로 더 빠르게 확보할 수 있는 방안을 보여준다. https://slicast.com/article/mrei7j Slicast en 2026-11-04T19:44:23.000Z Reports say data centers may help avert a Texas moratorium by supporting the power grid. https://slicast.com/zh/article/mrei7j Slicast zh-cn 2026-11-04T19:44:23.000Z 报道称，数据中心若能为电网运行提供支持，或有助于得克萨斯州避免实施暂停建设令。 https://slicast.com/ko/article/mrei7j Slicast ko 2026-11-04T19:44:23.000Z 데이터센터가 전력망을 지원함으로써 텍사스 주의 사용 중단 조치를 피하는 데 도움이 될 수 있다는 보도가 나오고 있다.