https://slicast.com/commentary/broadcom-2026-10-27 Slicast en 2026-10-27T20:18:53.823Z Broadcom AI Chip Financing, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-27 Slicast zh-cn 2026-10-27T20:18:53.823Z 博通AI芯片融资，2026年10月 https://slicast.com/brief/2026-10-28 Slicast en 2026-10-27T20:06:59.895Z Latest AI Infrastructure News: October 28, 2026 https://slicast.com/zh/brief/2026-10-28 Slicast zh-cn 2026-10-27T20:06:59.895Z AI 基础设施新闻早报 · 2026年10月28日 https://slicast.com/ko/brief/2026-10-28 Slicast ko 2026-10-27T20:06:59.895Z 최신 AI 인프라 뉴스 · 2026년 10월 28일 https://slicast.com/article/1rqoujx Slicast en 2026-10-27T19:14:32.000Z Maxsun plans a compact AI mini PC based on Intel's GPU D270 accelerator with up to 480 GB of memory. https://slicast.com/zh/article/1rqoujx Slicast zh-cn 2026-10-27T19:14:32.000Z Maxsun计划推出一款紧凑型人工智能迷你电脑，基于英特尔GPU D270加速器，内存最高可达480 GB。 https://slicast.com/article/v4hfbm Slicast en 2026-10-27T19:01:00.000Z SpaceXAI's GPU deal with Anthropic has nearly tripled to $3.1B per month, according to The Business Journals. https://slicast.com/zh/article/v4hfbm Slicast zh-cn 2026-10-27T19:01:00.000Z SpaceXAI与Anthropic的图形处理器算力合作月度金额近乎增至三倍，达到每月31亿美元。 https://slicast.com/ko/article/v4hfbm Slicast ko 2026-10-27T19:01:00.000Z SpaceXAI와 Anthropic의 GPU 계약 규모가 월 31억 달러로 거의 세 배 가까이 늘어났다고 The Business Journals가 보도했다. https://slicast.com/article/zzwom3 Slicast en 2026-10-27T18:13:14.000Z US grid reliability concerns have sparked talks in Texas about a data center moratorium. https://slicast.com/zh/article/zzwom3 Slicast zh-cn 2026-10-27T18:13:14.000Z 美国电网可靠性担忧已引发得克萨斯州关于暂停数据中心建设的讨论。 https://slicast.com/article/10z575w Slicast en 2026-10-27T18:12:07.000Z Oracle is adding Nvidia Vera CPU, Intel Diamond Rapids and Cerebras AI inference to its cloud infrastructure. https://slicast.com/zh/article/10z575w Slicast zh-cn 2026-10-27T18:12:07.000Z 甲骨文正在为其云基础设施增加英伟达Vera CPU、英特尔Diamond Rapids以及Cerebras人工智能推理服务。 https://slicast.com/article/1e9iay0 Slicast en 2026-10-27T18:11:15.000Z The Daily Telegraph reports an Australian data centre project worth $460m under the headline 'No time to wait'. https://slicast.com/zh/article/1e9iay0 Slicast zh-cn 2026-10-27T18:11:15.000Z 《每日电讯报》报道一个价值$460m的澳大利亚数据中心项目，报道标题为「不能再等」。 https://slicast.com/article/4np9bu Slicast en 2026-10-27T18:06:10.000Z A data centre building boom has hit $18b as energy demand threatens the power grid, Real Estate reports. https://slicast.com/zh/article/4np9bu Slicast zh-cn 2026-10-27T18:06:10.000Z 据《Real Estate》报道，数据中心建设热潮已达$18b，而能源需求正威胁电网。 https://slicast.com/article/29kgi2 Slicast en 2026-10-27T18:04:01.000Z Lawfare examines the export control puzzle raised by the U.S.-Taiwan ART. https://slicast.com/zh/article/29kgi2 Slicast zh-cn 2026-10-27T18:04:01.000Z Lawfare分析了美台ART引发的出口管制难题。 https://slicast.com/article/ymkb96 Slicast en 2026-10-27T18:03:45.000Z Anthropic has filed for an IPO, while Kedrosky warns that AI bubble risk is building in private markets. https://slicast.com/zh/article/ymkb96 Slicast zh-cn 2026-10-27T18:03:45.000Z Anthropic已提交首次公开募股申请，Kedrosky警告私募市场的人工智能泡沫风险正在累积。 https://slicast.com/ko/article/ymkb96 Slicast ko 2026-10-27T18:03:45.000Z Anthropic이 기업공개(IPO)를 신청한 가운데, Kedrosky는 사모시장에서 AI 버블 위험이 커지고 있다고 경고했다. https://slicast.com/article/ux6ug9 Slicast en 2026-10-27T17:57:17.000Z Oracle will offer Google's TPU AI chip through OCI, becoming the first hyperscaler to offer TPUs outside Google. https://slicast.com/zh/article/ux6ug9 Slicast zh-cn 2026-10-27T17:57:17.000Z 甲骨文将通过OCI提供谷歌的TPU人工智能芯片，成为首家在谷歌之外提供TPU的超大规模云服务商。 https://slicast.com/ko/article/ux6ug9 Slicast ko 2026-10-27T17:57:17.000Z Oracle는 OCI를 통해 Google의 TPU AI 칩을 제공할 예정이며, 이로써 Google 외부에서 TPU를 제공하는 최초의 하이퍼스케일러가 됩니다. https://slicast.com/article/njjtsi Slicast en 2026-10-27T17:47:12.000Z North Carolina's governor and attorney general have called on data center owners to help pay for new power plants. https://slicast.com/zh/article/njjtsi Slicast zh-cn 2026-10-27T17:47:12.000Z 北卡罗来纳州州长与总检察长呼吁数据中心业主出资分摊新建发电厂的成本。 https://slicast.com/article/mjyt16 Slicast en 2026-10-27T17:17:49.000Z Amazon has settled its legal battle against AWS managers accused of data center deal kickbacks, while the case continues against Northstar Commercial Partners as defendant. https://slicast.com/zh/article/mjyt16 Slicast zh-cn 2026-10-27T17:17:49.000Z 亚马逊已与被控在数据中心交易中收受回扣的AWS管理人员达成和解，而以Northstar Commercial Partners为被告的诉讼仍将继续。 https://slicast.com/article/ety34i Slicast en 2026-10-27T17:15:00.000Z Oracle's blog details NVIDIA Vera Rubin NVL72 and Vera CPUs on OCI. https://slicast.com/zh/article/ety34i Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客介绍了在OCI上部署英伟达Vera Rubin NVL72与Vera CPU的情况。 https://slicast.com/ko/article/ety34i Slicast ko 2026-10-27T17:15:00.000Z Oracle의 블로그는 OCI에서 NVIDIA Vera Rubin NVL72와 Vera CPU를 상세히 소개했다. https://slicast.com/article/1socpzr Slicast en 2026-10-27T17:15:00.000Z Oracle's blog promotes Positron Atlas on OCI for efficient AI inference at scale. https://slicast.com/zh/article/1socpzr Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客推广Positron Atlas在OCI上的应用，主打大规模高效人工智能推理。 https://slicast.com/article/1wrylv8 Slicast en 2026-10-27T17:11:08.000Z Crusoe CEO Defends Rival CoreWeave, Calls Selloff 'Overblown' in Bloomberg report. https://slicast.com/zh/article/1wrylv8 Slicast zh-cn 2026-10-27T17:11:08.000Z Crusoe首席执行官为竞争对手CoreWeave辩护，并称近期的股价抛售‘被夸大了’（据彭博社报道）。 https://slicast.com/article/1obcnsh Slicast en 2026-10-27T17:08:47.000Z A 24-state ranking of AI data center readiness singles out 10 U.S. states as the strongest candidates. https://slicast.com/zh/article/1obcnsh Slicast zh-cn 2026-10-27T17:08:47.000Z 一项覆盖24个州的人工智能数据中心就绪度排名，将美国10个州列为最具潜力的候选地。 https://slicast.com/article/1u4nh3f Slicast en 2026-10-27T17:02:59.000Z Ferveret's in-rack immersion cooling has been deployed on high-performance computing infrastructure at MIT, with the company claiming up to 35 percent additional compute capacity. https://slicast.com/zh/article/1u4nh3f Slicast zh-cn 2026-10-27T17:02:59.000Z Ferveret的机架内浸没式冷却系统已部署在麻省理工学院的高性能计算基础设施上，该公司称可额外释放高达35%的计算能力。 https://slicast.com/article/wplc93 Slicast en 2026-10-27T16:56:53.000Z SK Hynix is reportedly selling out its HBM supply to tier-1 customers, leaving Micron to absorb the overflow demand. https://slicast.com/zh/article/wplc93 Slicast zh-cn 2026-10-27T16:56:53.000Z 据报道，SK海力士已将高带宽内存供应基本售罄，优先满足一线客户，溢出的需求则由美光承接。 https://slicast.com/article/13qkw3l Slicast en 2026-10-27T16:44:00.000Z A public hearing on a Google data center in Hermantown, Minnesota, was shut down by protests and pushed back a day, while the project faces lawsuits and other challenges. https://slicast.com/zh/article/13qkw3l Slicast zh-cn 2026-10-27T16:44:00.000Z 明尼苏达州Hermantown的谷歌数据中心公开听证会因抗议活动而被迫中止，并推迟一天举行，该项目还面临诉讼等其他挑战。 https://slicast.com/article/1ggnkvd Slicast en 2026-10-27T16:39:03.000Z L&T is targeting a January 2027 launch for a 10,000-GPU Nvidia AI Factory. https://slicast.com/zh/article/1ggnkvd Slicast zh-cn 2026-10-27T16:39:03.000Z L&T计划于2027年1月推出一个基于英伟达技术、拥有1万颗图形处理器的AI Factory。 https://slicast.com/article/1hm8w2p Slicast en 2026-10-27T16:32:44.000Z BitFuFu is considering abandoning its acquisition of an 80MW Bitcoin mine in Ethiopia after a dispute between the current operator and the local electricity supplier. https://slicast.com/zh/article/1hm8w2p Slicast zh-cn 2026-10-27T16:32:44.000Z BitFuFu正考虑放弃收购埃塞俄比亚一座80MW比特币矿场的交易，原因是现任运营商与当地电力供应商之间存在争议。 https://slicast.com/article/ah3g3c Slicast en 2026-10-27T16:30:00.000Z SambaNova and Oracle are collaborating to bring high-performance inference to Oracle Cloud Infrastructure. https://slicast.com/zh/article/ah3g3c Slicast zh-cn 2026-10-27T16:30:00.000Z SambaNova与甲骨文合作，将高性能推理服务引入Oracle Cloud Infrastructure。 https://slicast.com/article/1ri8kqe Slicast en 2026-10-27T16:24:42.000Z Chip stocks rose for a third straight day, with Micron and AMD up 3 percent as Nvidia and Meta deepened their AI ties. https://slicast.com/zh/article/1ri8kqe Slicast zh-cn 2026-10-27T16:24:42.000Z 芯片股连续第三个交易日上涨，美光与超威半导体涨幅达3%，同时英伟达与Meta加深人工智能合作关系。 https://slicast.com/article/1igkke6 Slicast en 2026-10-27T16:20:25.000Z TSMC is reportedly weighing a 20 percent price increase for CoWoS packaging as AI packaging capacity hits its limit. https://slicast.com/zh/article/1igkke6 Slicast zh-cn 2026-10-27T16:20:25.000Z 据报道，台积电正考虑将CoWoS先进封装价格上调20%，因人工智能封装产能已触及上限。 https://slicast.com/article/16ncun6 Slicast en 2026-10-27T16:20:00.000Z Three updates have emerged on the proposed 2.1-gigawatt data center campus in Slate Belt township. https://slicast.com/zh/article/16ncun6 Slicast zh-cn 2026-10-27T16:20:00.000Z 关于Slate Belt镇拟建2.1吉瓦数据中心园区的三项最新进展已经公布。 https://slicast.com/article/8zwubp Slicast en 2026-10-27T16:15:00.000Z The price of data center grid connections in ComEd's service territory could be passed through to ComEd customers. https://slicast.com/zh/article/8zwubp Slicast zh-cn 2026-10-27T16:15:00.000Z ComEd服务区内数据中心的并网接入费用，可能会转嫁给ComEd的用户，影响伊利诺伊州的电费水平。 https://slicast.com/article/pu5cl5 Slicast en 2026-10-27T16:13:54.000Z GF describes an 'AI Red Queen Effect' in which hyperscalers keep escalating spending to stay competitive, which it argues drives overinvestment. https://slicast.com/zh/article/pu5cl5 Slicast zh-cn 2026-10-27T16:13:54.000Z GF将超大规模云厂商的竞赛式投资描述为‘AI红皇后效应’，并认为这种效应正在推动过度投资。 https://slicast.com/article/1j5hi9f Slicast en 2026-10-27T16:09:47.000Z Oracle and OpenAI have announced a collaboration to reinvent enterprise computing for the AI era. https://slicast.com/zh/article/1j5hi9f Slicast zh-cn 2026-10-27T16:09:47.000Z 甲骨文与OpenAI宣布合作，旨在为人工智能时代重塑企业计算。 https://slicast.com/article/hzcwx3 Slicast en 2026-10-27T16:06:00.000Z Cerebras plans to offer fast AI inference on Oracle Cloud Infrastructure in 2027. https://slicast.com/zh/article/hzcwx3 Slicast zh-cn 2026-10-27T16:06:00.000Z Cerebras计划于2027年在Oracle Cloud Infrastructure上提供快速人工智能推理服务。 https://slicast.com/article/1s5e26a Slicast en 2026-10-27T16:04:28.000Z NVIDIA and Oracle are expanding Vera Rubin to multi-gigawatt scale and bringing the NVIDIA Vera CPU to Oracle Cloud Infrastructure. https://slicast.com/zh/article/1s5e26a Slicast zh-cn 2026-10-27T16:04:28.000Z 英伟达与甲骨文将Vera Rubin扩展至多吉瓦规模，并将英伟达Vera CPU引入Oracle Cloud Infrastructure。 https://slicast.com/ko/article/1s5e26a Slicast ko 2026-10-27T16:04:28.000Z NVIDIA와 Oracle은 Vera Rubin을 멀티 기가와트 규모로 확장하고, NVIDIA Vera CPU를 Oracle Cloud Infrastructure에 도입한다. https://slicast.com/article/1fa7c11 Slicast en 2026-10-27T16:03:16.000Z Blockmate Ventures is entering the AI compute market with an investment in NVIDIA B200 GPUs. https://slicast.com/zh/article/1fa7c11 Slicast zh-cn 2026-10-27T16:03:16.000Z Blockmate Ventures以投资英伟达B200图形处理器的方式进入人工智能算力市场。 https://slicast.com/article/ibj549 Slicast en 2026-10-27T16:00:00.000Z OpenAI reportedly trained GPT-6 Astra on more than 100,000 NVIDIA chips in Oracle's cloud. https://slicast.com/zh/article/ibj549 Slicast zh-cn 2026-10-27T16:00:00.000Z 据报道，OpenAI在甲骨文云上使用超过10万颗英伟达芯片训练了人工智能模型GPT-6 Astra。 https://slicast.com/article/1jvpy41 Slicast en 2026-10-27T15:59:18.000Z Abu Dhabi's G42 is bringing its AI expertise to the UAE and Greece. https://slicast.com/zh/article/1jvpy41 Slicast zh-cn 2026-10-27T15:59:18.000Z 阿布扎比的G42正将其人工智能专长引入阿联酋与希腊。 https://slicast.com/article/1iemfld Slicast en 2026-10-27T15:56:15.000Z AI data center developers have proposed 12.5 GW of natural gas-fired power plants to feed 12 data center projects in Southwest PA, according to FracTracker Alliance. https://slicast.com/zh/article/1iemfld Slicast zh-cn 2026-10-27T15:56:15.000Z 人工智能数据中心开发商提议建设12.5吉瓦天然气发电厂，为宾夕法尼亚州西南部的12个数据中心项目供电，相关数据来自FracTracker Alliance。 https://slicast.com/ko/article/1iemfld Slicast ko 2026-10-27T15:56:15.000Z AI 데이터센터 개발사들이 펜실베이니아 남서부의 데이터센터 프로젝트 12곳에 전력을 공급하기 위해 천연가스 발전소 12.5GW 규모를 제안했다고 FracTracker Alliance가 밝혔다. https://slicast.com/article/t7p8mc Slicast en 2026-10-27T15:52:34.000Z Chosun Ilbo reports that global funds are flocking into Chinese tech, with robotics and EVs leading the push for semiconductor self-reliance, tagged to CXMT (ChangXin Memory). https://slicast.com/zh/article/t7p8mc Slicast zh-cn 2026-10-27T15:52:34.000Z 朝鲜日报报道，全球资金正涌入中国科技领域，机器人与电动汽车引领半导体自主化进程，相关报道关联CXMT（长鑫存储）。 https://slicast.com/article/oyc570 Slicast en 2026-10-27T15:51:00.000Z Microsoft's chief executive (SatNad) saw pay slip 6% in a record year, as revenue and operating profit rose, 30 million paid Copilot seats were locked in, 88 data centers were added and $43.8 billion https://slicast.com/zh/article/oyc570 Slicast zh-cn 2026-10-27T15:51:00.000Z 微软首席执行官（SatNad）薪酬在创纪录的一年中下降6%，而公司营收与营业利润增长，付费Copilot席位达3000万个，新增88个数据中心，并向股东返还438亿美元。 https://slicast.com/article/1t18sze Slicast en 2026-10-27T15:48:18.000Z The Springfield council is debating proposed data center definitions alongside delay bills that would hold up data center projects, per the Springfield Business Journal. https://slicast.com/zh/article/1t18sze Slicast zh-cn 2026-10-27T15:48:18.000Z Springfield市议会正在讨论拟议的数据中心定义，以及可能推迟数据中心项目建设的法案。 https://slicast.com/article/1icw04j Slicast en 2026-10-27T15:42:16.000Z TSMC is reportedly weighing another CoWoS price hike of up to 20% as AI chip demand keeps growing. https://slicast.com/zh/article/1icw04j Slicast zh-cn 2026-10-27T15:42:16.000Z 据报道，台积电正考虑再次上调CoWoS先进封装价格，涨幅最高达20%，原因是AI芯片需求持续增长。 https://slicast.com/article/12n3e9v Slicast en 2026-10-27T15:38:36.000Z Nidec announced a 3.2MW in-row CDU that will enter mass production next year. https://slicast.com/zh/article/12n3e9v Slicast zh-cn 2026-10-27T15:38:36.000Z 尼得科（Nidec）宣布推出3.2MW列间式冷却液分配单元（CDU），将于明年进入量产。 https://slicast.com/article/1xo8kr6 Slicast en 2026-10-27T15:30:00.000Z Zetwerk completed a US power transformer installation as grid demand rises. https://slicast.com/zh/article/1xo8kr6 Slicast zh-cn 2026-10-27T15:30:00.000Z Zetwerk完成了一台美国电力变压器的安装，同时电网需求持续攀升。 https://slicast.com/article/wodl0q Slicast en 2026-10-27T15:21:26.000Z Broadcom (AVGO) may join a $95 billion AI infrastructure fundraise, according to Simply Wall St. https://slicast.com/zh/article/wodl0q Slicast zh-cn 2026-10-27T15:21:26.000Z 据Simply Wall St报道，博通（AVGO）或将参与一笔950亿美元的AI基础设施融资。 https://slicast.com/article/74jkct Slicast en 2026-10-27T15:20:31.000Z SoleCrypt raised the planned size of its data center campus in Bizerte, Tunisia, with the first 7MW phase due live in early 2028 to host Vera Rubin GPUs. https://slicast.com/zh/article/74jkct Slicast zh-cn 2026-10-27T15:20:31.000Z SoleCrypt扩大了其位于突尼斯Bizerte的数据中心园区规划，首个7MW阶段预计于2028年初投入运营，将用于承载Vera Rubin GPU。 https://slicast.com/article/1807ex0 Slicast en 2026-10-27T15:15:47.000Z Moomoo reports on Meta's $97.5B funding plan as AI infrastructure stocks rebound. https://slicast.com/zh/article/1807ex0 Slicast zh-cn 2026-10-27T15:15:47.000Z Moomoo报道，在AI基础设施股票反弹之际，市场正关注Meta的975亿美元融资计划能否带动相关股票进一步上涨。 https://slicast.com/article/1ps0ytm Slicast en 2026-10-27T15:04:52.000Z Anduril and Qualcomm launched BlueChip to onshore computer manufacturing. https://slicast.com/zh/article/1ps0ytm Slicast zh-cn 2026-10-27T15:04:52.000Z Anduril与高通（Qualcomm）推出BlueChip项目，旨在将计算机制造业务回流本土。 https://slicast.com/article/d48qtg Slicast en 2026-10-27T15:04:00.000Z VivoPower advanced its Norway AI data center project, and a Proactive analyst sees valuation upside. https://slicast.com/zh/article/d48qtg Slicast zh-cn 2026-10-27T15:04:00.000Z VivoPower推进其挪威AI数据中心项目，同时有分析师认为其估值仍有提升空间。 https://slicast.com/article/1nakrm3 Slicast en 2026-10-27T15:00:48.000Z STTGDC secured a $590m green loan to finance the fit-out and operation of a 70MW campus in Tokyo. https://slicast.com/zh/article/1nakrm3 Slicast zh-cn 2026-10-27T15:00:48.000Z STTGDC获得5.9亿美元绿色贷款，用于为东京70MW园区的内部装修及运营提供资金。 https://slicast.com/article/17a6qe6 Slicast en 2026-10-27T14:50:36.000Z The first building at Project Jupiter's data center campus in New Mexico has topped out, with structural work complete and three more buildings to go. https://slicast.com/zh/article/17a6qe6 Slicast zh-cn 2026-10-27T14:50:36.000Z 新墨西哥州Project Jupiter数据中心园区的首栋建筑已完成封顶，结构工程竣工，其余三栋建筑仍待建设。 https://slicast.com/article/1a0by8 Slicast en 2026-10-27T14:33:33.000Z A Substack analysis highlights a record 7,481 MW data center boom and warns about the six-month supply position behind it. https://slicast.com/zh/article/1a0by8 Slicast zh-cn 2026-10-27T14:33:33.000Z 一篇Substack分析文章指出数据中心建设达到创纪录的7,481 MW规模，并警示当前仅有约六个月的供应量。 https://slicast.com/article/f9bmv5 Slicast en 2026-10-27T14:30:00.000Z TSMC is reportedly weighing a price increase of up to 20% for its CoWoS advanced packaging technology as Nvidia's Blackwell and upcoming Rubin chips intensify pressure on packaging capacity. https://slicast.com/zh/article/f9bmv5 Slicast zh-cn 2026-10-27T14:30:00.000Z 据报道，台积电正考虑将CoWoS先进封装技术价格上调至多20%，英伟达的Blackwell及即将推出的Rubin芯片正加剧封装产能压力。 https://slicast.com/article/mcvxcd Slicast en 2026-10-27T14:26:49.000Z Legrand (ENXTPA:LR) launched a product line for AI data center power, and Simply Wall Street reports on the investor reaction to the launch. https://slicast.com/zh/article/mcvxcd Slicast zh-cn 2026-10-27T14:26:49.000Z 罗格朗（ENXTPA:LR）推出了面向AI数据中心的电力产品线，Simply Wall Street报道了投资者对此的反应。 https://slicast.com/article/1fl1ot4 Slicast en 2026-10-27T14:24:35.000Z Galaxy Digital (NASDAQ:GLXY) shares gapped up after the company reported strong earnings. https://slicast.com/zh/article/1fl1ot4 Slicast zh-cn 2026-10-27T14:24:35.000Z Galaxy Digital（NASDAQ:GLXY）在公布强劲财报后股价跳空高开。 https://slicast.com/article/1sh9392 Slicast en 2026-10-27T14:22:38.000Z Nvidia will invest $3bn in Meta's $97.5bn equity offering, with the agreement centered on Meta's Muse AI agents and Meta's plan to deploy more Nvidia hardware. https://slicast.com/zh/article/1sh9392 Slicast zh-cn 2026-10-27T14:22:38.000Z 英伟达将向Meta的975亿美元股权发行投资30亿美元，该协议围绕Meta的Muse AI智能体展开，Meta计划部署更多英伟达硬件。 https://slicast.com/ko/article/1sh9392 Slicast ko 2026-10-27T14:22:38.000Z Nvidia, Meta의 975억 달러 규모 지분 공모에 30억 달러를 투자할 예정이며, 이번 계약은 Meta의 Muse AI 에이전트와 Meta의 Nvidia 하드웨어 추가 도입 계획을 중심으로 이루어진다. https://slicast.com/article/1hqo1oj Slicast en 2026-10-27T14:22:31.000Z Vertiv completed its $1.45 billion acquisition of UtilityInnovation Group to expand its AI data center power solutions. https://slicast.com/zh/article/1hqo1oj Slicast zh-cn 2026-10-27T14:22:31.000Z 维谛技术完成对UtilityInnovation Group的14.5亿美元收购，以扩展其AI数据中心电力解决方案。 https://slicast.com/article/1p1wbnh Slicast en 2026-10-27T14:19:38.000Z BNEF raised its US energy storage deployment forecast by 30%, as hyperscalers' interest in on-site and nearby storage has converted into firm orders this year. https://slicast.com/zh/article/1p1wbnh Slicast zh-cn 2026-10-27T14:19:38.000Z BNEF将美国储能部署预测上调30%，因超大规模云厂商对现场及周边储能的兴趣今年已转化为确定订单。 https://slicast.com/article/1q0irsf Slicast en 2026-10-27T14:13:43.000Z Jingjia Microelectronics (景嘉微) published its 2026 third-quarter report, a periodic disclosure from a domestic Chinese GPU maker. https://slicast.com/zh/article/1q0irsf Slicast zh-cn 2026-10-27T14:13:43.000Z 景嘉微发布2026年第三季度报告，这是一家国产GPU企业的定期披露。 https://slicast.com/article/2cbagm Slicast en 2026-10-27T14:10:10.000Z Simplismart raised $14 million in a Series B round to turn AI models and GPU capacity into business-ready inference services. https://slicast.com/zh/article/2cbagm Slicast zh-cn 2026-10-27T14:10:10.000Z Simplismart完成1400万美元B轮融资，旨在将AI模型与GPU算力转化为可直接用于商业的推理服务。 https://slicast.com/article/aaboel Slicast en 2026-10-27T14:08:46.000Z Splight's grid work in Chile is serving as a proof point for its expansion into the United States. https://slicast.com/zh/article/aaboel Slicast zh-cn 2026-10-27T14:08:46.000Z Splight在智利的电网项目，正成为其拓展美国市场的成功范例。 https://slicast.com/article/1h1md1v Slicast en 2026-10-27T14:08:17.000Z A University of Houston Hobby School survey finds high levels of concern among Texans about data centers and artificial intelligence. https://slicast.com/zh/article/1h1md1v Slicast zh-cn 2026-10-27T14:08:17.000Z 休斯顿大学霍比学院的一项调查显示，德州居民对数据中心和AI普遍高度担忧。 https://slicast.com/article/5q8wv0 Slicast en 2026-10-27T13:54:29.000Z Samsung is poised to overtake SK Hynix in HBM revenue for the first time, with its share near 40% in the fourth quarter. https://slicast.com/zh/article/5q8wv0 Slicast zh-cn 2026-10-27T13:54:29.000Z 三星有望首次在HBM收入上超越SK海力士，第四季度市场份额接近40%。 https://slicast.com/ko/article/5q8wv0 Slicast ko 2026-10-27T13:54:29.000Z Samsung는 4분기 HBM 매출 점유율이 40%에 육박하며, 사상 처음으로 SK Hynix를 제칠 전망이다. https://slicast.com/article/1vsqsgo Slicast en 2026-10-27T13:53:32.000Z Bitcoin mining firm Luxor raised $16 million to scale its AI compute trading and hardware business. https://slicast.com/zh/article/1vsqsgo Slicast zh-cn 2026-10-27T13:53:32.000Z 比特币矿企Luxor完成1600万美元融资，用于扩大其AI算力交易及硬件业务。 https://slicast.com/article/1njlqrf Slicast en 2026-10-27T13:52:43.000Z Nebius Group shares jumped following funding secured for a data center in France. https://slicast.com/zh/article/1njlqrf Slicast zh-cn 2026-10-27T13:52:43.000Z Nebius Group股价在其法国数据中心获得融资后上涨。 https://slicast.com/article/10dp2sl Slicast en 2026-10-27T13:52:12.000Z Allegro launched new products for AI data center power systems. https://slicast.com/zh/article/10dp2sl Slicast zh-cn 2026-10-27T13:52:12.000Z Allegro推出了面向AI数据中心电力系统的新产品。 https://slicast.com/article/1spjr31 Slicast en 2026-10-27T13:48:00.000Z Goodman Group (ASX:GMG) is expanding its data centre platform following its FY26 results. https://slicast.com/zh/article/1spjr31 Slicast zh-cn 2026-10-27T13:48:00.000Z Goodman Group（ASX:GMG）在2026财年业绩公布后扩大其数据中心平台。 https://slicast.com/article/skyiqp Slicast en 2026-10-27T13:47:23.000Z PJM is urging FERC to dismiss a complaint by FirstEnergy's Monongahela Power, which PJM calls a 'fishing expedition' seeking to recoup $145 million tied to PJM's advanced scheduling of gas-fired plant https://slicast.com/zh/article/skyiqp Slicast zh-cn 2026-10-27T13:47:23.000Z PJM正敦促FERC驳回FirstEnergy旗下Monongahela Power的申诉，PJM称其为'漫无目的的取证式调查'，该公司寻求追回1.45亿美元，争议涉及PJM在Winter Storm Fern期间对燃气电厂的提前调度安排。 https://slicast.com/article/q4n32y Slicast en 2026-10-27T13:43:52.000Z KBW analysts say Anthropic's AMD and overseas lease plans would favor Core Scientific and TeraWulf, but backstops are still required. https://slicast.com/zh/article/q4n32y Slicast zh-cn 2026-10-27T13:43:52.000Z KBW分析师认为，Anthropic的AMD相关计划及海外租赁计划将利好Core Scientific和TeraWulf，但仍需要兜底担保。 https://slicast.com/article/ugkkyo Slicast en 2026-10-27T13:41:34.000Z Wall Street banks and Blackstone are partnering to provide $63 billion in financing to support Anthropic's purchase of Broadcom AI chips. https://slicast.com/zh/article/ugkkyo Slicast zh-cn 2026-10-27T13:41:34.000Z 华尔街银行与黑石集团合作，将提供630亿美元融资，支持Anthropic采购博通AI芯片。 https://slicast.com/ko/article/ugkkyo Slicast ko 2026-10-27T13:41:34.000Z 월가 은행들과 블랙스톤이 Anthropic의 Broadcom AI 칩 구매를 지원하기 위해 630억 달러 규모의 자금을 공동으로 조달한다. https://slicast.com/article/1ar7iyl Slicast en 2026-10-27T13:32:34.000Z Reports say China's AI bubble has burst, with the STAR50 index down 40% and $480 billion in market value wiped out. https://slicast.com/zh/article/1ar7iyl Slicast zh-cn 2026-10-27T13:32:34.000Z 据报道，中国AI泡沫已经破裂，STAR50指数下跌40%，市值蒸发4800亿美元。 https://slicast.com/article/dajjd Slicast en 2026-10-27T13:32:00.000Z Meta plans to raise $95 billion to fund AI infrastructure, with NVIDIA committing $3 billion. https://slicast.com/zh/article/dajjd Slicast zh-cn 2026-10-27T13:32:00.000Z Meta计划为AI基础设施融资950亿美元，英伟达承诺出资30亿美元。 https://slicast.com/ko/article/dajjd Slicast ko 2026-10-27T13:32:00.000Z Meta는 AI 인프라 투자를 위해 950억 달러를 조달할 계획이며, NVIDIA는 30억 달러를 출자할 예정이다. https://slicast.com/article/aep54z Slicast en 2026-10-27T13:23:00.000Z Bloom Energy has deployed fuel cells at Nebius's New Jersey data center. https://slicast.com/zh/article/aep54z Slicast zh-cn 2026-10-27T13:23:00.000Z Bloom Energy已在Nebius位于新泽西州的数据中心部署燃料电池。 https://slicast.com/article/gcalc Slicast en 2026-10-27T13:19:49.000Z CenterPoint expanded its 10-year capital plan by $4 billion to handle load growth, bringing its investment plan through 2035 to almost $71 billion. https://slicast.com/zh/article/gcalc Slicast zh-cn 2026-10-27T13:19:49.000Z CenterPoint将其10年资本规划增加40亿美元以应对负荷增长，截至2035年的投资计划总额升至接近710亿美元。 https://slicast.com/article/srjxxe Slicast en 2026-10-27T13:05:30.000Z Masdar and Khazna plan to supply clean energy for data centres in Greece. https://slicast.com/zh/article/srjxxe Slicast zh-cn 2026-10-27T13:05:30.000Z Masdar与Khazna计划为希腊的数据中心提供清洁能源。 https://slicast.com/article/pjs0xf Slicast en 2026-10-27T13:02:28.000Z Nivida has backed AI inference optimisation startup Simplismart. https://slicast.com/zh/article/pjs0xf Slicast zh-cn 2026-10-27T13:02:28.000Z Nivida已投资AI推理优化初创公司Simplismart。 https://slicast.com/article/149q6as Slicast en 2026-10-27T13:00:00.000Z Allegro MicroSystems has introduced new power and cooling solutions for sustainable 800V AI data centers. https://slicast.com/zh/article/149q6as Slicast zh-cn 2026-10-27T13:00:00.000Z Allegro MicroSystems推出面向可持续800V AI数据中心的新型供电与散热方案。 https://slicast.com/article/b22g3q Slicast en 2026-10-27T11:49:00.000Z Following Anthropic's IPO filing, DA Davidson upgraded Broadcom, arguing the AI cycle is not over. https://slicast.com/zh/article/b22g3q Slicast zh-cn 2026-10-27T11:49:00.000Z 继Anthropic提交IPO申请后,DA Davidson上调了Broadcom的评级,认为AI周期尚未结束。 https://slicast.com/ko/article/b22g3q Slicast ko 2026-10-27T11:49:00.000Z Anthropic의 IPO 신고서 제출에 따라 DA Davidson은 AI 사이클이 끝나지 않았다는 점을 근거로 Broadcom의 투자의견을 상향 조정했다. https://slicast.com/article/15gpu80 Slicast en 2026-10-27T11:34:31.000Z Analyst note on CoreWeave's 526 MW lease, which anchors a 5.7 GW power pipeline and broader AI data center expansion. https://slicast.com/zh/article/15gpu80 Slicast zh-cn 2026-10-27T11:34:31.000Z CoreWeave 526 MW 租约的分析师点评,该租约支撑了其 5.7 GW 电力管线及更广泛的 AI 数据中心扩张。 https://slicast.com/ko/article/15gpu80 Slicast ko 2026-10-27T11:34:31.000Z CoreWeave의 526MW 임대 계약에 대한 애널리스트 노트로, 이 계약은 5.7GW 규모의 전력 파이프라인과 더 넓은 AI 데이터센터 확장의 核心 축을 이룹니다. Wait, I need to correct that: I accidentally inserted a Han character. Here is the corrected translation: https://slicast.com/article/1ql2gmu Slicast en 2026-10-27T11:23:57.000Z Anthropic agreed to a $63 billion lien financing arrangement to lease Broadcom AI chips, with Wall Street banks arranging the funding. https://slicast.com/zh/article/1ql2gmu Slicast zh-cn 2026-10-27T11:23:57.000Z Anthropic同意达成一项630亿美元的留置权融资安排,用于租赁Broadcom AI芯片,融资由华尔街银行牵头安排。 https://slicast.com/ko/article/1ql2gmu Slicast ko 2026-10-27T11:23:57.000Z Anthropic, 브로드컴 AI 칩 임차를 위해 630억 달러 규모의 담보부 금융 약정에 합의했으며, 월가 은행들이 자금 조달을 주선했다. https://slicast.com/article/1uczisp Slicast en 2026-10-27T11:00:00.000Z Nvidia is committing billions to expand substrate, co-packaged optics, advanced packaging, and chip-testing capacity through 2028, reserving capacity at nearly every stage of its AI accelerator supply https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-27T11:00:00.000Z 英伟达(NVIDIA)计划在2028年前投入数十亿美元,扩充基板、共封装光学(CPO)、先进封装及芯片测试产能,并在其AI加速器供应链的几乎每个环节预留产能。 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-27T11:00:00.000Z Nvidia는 2028년까지 기판, 공동 패키징 광학(co-packaged optics), 첨단 패키징 및 칩 테스트 역량 확충에 수십억 달러를 투입하며, AI 가속기 공급망의 거의 모든 단계에서 생산 능력을 선점하고 있다. https://slicast.com/article/1v5rem6 Slicast en 2026-10-27T10:00:00.000Z Anthropic has filed for an IPO, reporting $16.3 billion in first-half 2026 revenue and pursuing a potential valuation of around $2 trillion. https://slicast.com/zh/article/1v5rem6 Slicast zh-cn 2026-10-27T10:00:00.000Z Anthropic已提交IPO申请，报告2026年上半年营收163亿美元，并寻求约2万亿美元的潜在估值。 https://slicast.com/ko/article/1v5rem6 Slicast ko 2026-10-27T10:00:00.000Z Anthropic이 기업공개(IPO)를 위한 서류를 제출했으며, 2026년 상반기 매출이 163억 달러였다고 밝혔다. 또한 약 2조 달러 규모의 기업가치를 목표로 하고 있다. https://slicast.com/commentary/core-scientific-2026-10-26 Slicast en 2026-10-26T21:09:55.441Z Core Scientific (CORZ) AI Infrastructure Buildout, October 2026 https://slicast.com/zh/commentary/core-scientific-2026-10-26 Slicast zh-cn 2026-10-26T21:09:55.441Z Core Scientific (CORZ) AI基础设施建设进展与股价压力，2026年10月 https://slicast.com/article/15yv3b6 Slicast en 2026-10-26T21:09:00.000Z NVIDIA GPU Roadmap 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-26T21:09:00.000Z NVIDIA Vera Rubin 进入全面量产,搭载 288GB HBM4;据报道已要求三大 HBM 供应商 Q4 交付 16-Hi 堆叠规格 https://slicast.com/ko/article/15yv3b6 Slicast ko 2026-10-26T21:09:00.000Z NVIDIA GPU 로드맵 2026-2030: Rubin, Rubin Ultra, Feynman https://slicast.com/article/1p4xa3k Slicast en 2026-10-26T21:08:00.000Z Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus https://slicast.com/zh/article/1p4xa3k Slicast zh-cn 2026-10-26T21:08:00.000Z Hut 8 Beacon Point 1GW 园区全部租满,累计合同基础价值 $196 亿;全组合在手合同 $266 亿 https://slicast.com/ko/article/1p4xa3k Slicast ko 2026-10-26T21:08:00.000Z Hut 8, 1 GW Beacon Point AI 데이터센터 캠퍼스 본격 상업화 https://slicast.com/article/1fgf5nj Slicast en 2026-10-26T21:07:00.000Z Big Tech AI Capex Hits $730B in 2026, Amazon Raises to $220B https://slicast.com/zh/article/1fgf5nj Slicast zh-cn 2026-10-26T21:07:00.000Z 五大超大规模厂商 2026 年合计资本开支约 $7350 亿,同比增约 79% https://slicast.com/ko/article/1fgf5nj Slicast ko 2026-10-26T21:07:00.000Z 빅테크 AI 설비투자 2026년 7,300억 달러 돌파, 아마존 2,200억 달러로 상향 https://slicast.com/article/18l53qn Slicast en 2026-10-26T21:06:00.000Z IREN Limited (IREN https://slicast.com/zh/article/18l53qn Slicast zh-cn 2026-10-26T21:06:00.000Z IREN FY2026:营收 $7.07 亿(+41%)、净亏 $7.03 亿,AI 云服务单季环比翻倍;11 月 5 日下季财报将是关键验证点 https://slicast.com/article/sv407d Slicast en 2026-10-26T21:05:00.000Z Gartner: Over 80% of Neocloud Providers Expected to Fail or Consolidate by 2030 https://slicast.com/zh/article/sv407d Slicast zh-cn 2026-10-26T21:05:00.000Z Gartner:80% neocloud 2030 年前将失去独立运营能力,行业须累计创收 $8.5 万亿方可回本 https://slicast.com/ko/article/sv407d Slicast ko 2026-10-26T21:05:00.000Z Gartner: 2030년까지 네오클라우드 제공업체 80% 이상이 실패하거나 통합될 것으로 전망 https://slicast.com/article/18q57ac Slicast en 2026-10-26T21:04:00.000Z Meta Launches $95 Billion Stock Offering Plan to Fund AI Expansion https://slicast.com/zh/article/18q57ac Slicast zh-cn 2026-10-26T21:04:00.000Z Meta 启动 $950 亿增发,2013 年来首次增发股票,NVIDIA / AMD / Broadcom 拟合计认购最多 $50 亿 https://slicast.com/ko/article/18q57ac Slicast ko 2026-10-26T21:04:00.000Z Meta, AI 확장 자금 조달을 위해 950억 달러 규모 주식 공모 계획 발표 https://slicast.com/commentary/arista-2026-10-26 Slicast en 2026-10-26T20:58:16.624Z Arista Networks Share Price, October 2026: A 7.5% Drop With No Disclosed Catalyst https://slicast.com/zh/commentary/arista-2026-10-26 Slicast zh-cn 2026-10-26T20:58:16.624Z Arista Networks股价，2026年10月：无披露催化剂，单日跌幅7.5% https://slicast.com/commentary/meta-2026-10-26 Slicast en 2026-10-26T20:44:37.916Z Meta $95 Billion AI Infrastructure Stock Offering, October 2026 https://slicast.com/zh/commentary/meta-2026-10-26 Slicast zh-cn 2026-10-26T20:44:37.916Z Meta 950亿美元AI基础设施股票发行，2026年10月 https://slicast.com/commentary/anthropic-2026-10-26 Slicast en 2026-10-26T20:27:58.110Z Anthropic IPO Filing, October 2026: $417 Billion in Compute Commitments Over 20 Years https://slicast.com/zh/commentary/anthropic-2026-10-26 Slicast zh-cn 2026-10-26T20:27:58.110Z Anthropic IPO招股书，2026年10月：4170亿美元算力承诺分摊20年 https://slicast.com/commentary/tesla-2026-10-26 Slicast en 2026-10-26T20:19:01.701Z Why Anthropic's $120.5 Billion SpaceX Compute Deal Puts Tesla's AI Infrastructure in Focus https://slicast.com/zh/commentary/tesla-2026-10-26 Slicast zh-cn 2026-10-26T20:19:01.701Z Anthropic披露1205亿美元SpaceX算力协议，特斯拉AI基础设施布局因何受到聚焦 https://slicast.com/brief/2026-10-27 Slicast en 2026-10-26T20:07:45.914Z Latest AI Infrastructure News: October 27, 2026 https://slicast.com/zh/brief/2026-10-27 Slicast zh-cn 2026-10-26T20:07:45.914Z AI 基础设施新闻早报 · 2026年10月27日 https://slicast.com/ko/brief/2026-10-27 Slicast ko 2026-10-26T20:07:45.914Z 최신 AI 인프라 뉴스 · 2026년 10월 27일 https://slicast.com/article/ymhp3s Slicast en 2026-10-26T19:51:30.000Z SpaceX has struck an AI chip lease deal as Elon Musk warns rivals; the available report does not disclose counterparty or contract terms. https://slicast.com/zh/article/ymhp3s Slicast zh-cn 2026-10-26T19:51:30.000Z SpaceX达成一项人工智能芯片租赁协议，马斯克同时向竞争对手发出警告；现有报道未披露交易对手或合同条款。 https://slicast.com/ko/article/ymhp3s Slicast ko 2026-10-26T19:51:30.000Z SpaceX, AI 칩 임대 계약 체결… 일론 머스크, 경쟁사에 경고 https://slicast.com/article/1m1h4fl Slicast en 2026-10-26T19:42:19.000Z TSMC is reportedly weighing CoWoS price increases of up to 20% as AI packaging capacity remains scarce. https://slicast.com/zh/article/1m1h4fl Slicast zh-cn 2026-10-26T19:42:19.000Z 据报道，台积电正考虑将CoWoS价格上调最多20%，原因是人工智能先进封装产能仍然紧缺。 https://slicast.com/ko/article/1m1h4fl Slicast ko 2026-10-26T19:42:19.000Z TSMC는 AI 패키징 생산능력이 여전히 부족한 가운데 CoWoS 가격을 최대 20%까지 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/1jw7wth Slicast en 2026-10-26T19:16:49.000Z Anthropic's SpaceX compute leasing has almost tripled to $3.1 billion per month as the company scales its compute and infrastructure commitments ahead of its IPO. https://slicast.com/zh/article/1jw7wth Slicast zh-cn 2026-10-26T19:16:49.000Z Anthropic向SpaceX的算力租赁支出几乎增至三倍，达到每月31亿美元，同时其算力与基础设施承诺持续扩大。 https://slicast.com/ko/article/1jw7wth Slicast ko 2026-10-26T19:16:49.000Z Anthropic의 SpaceX 컴퓨팅 임대 규모가 월 31억 달러로 거의 세 배 늘어났으며, 이는 IPO를 앞두고 회사가 컴퓨팅 및 인프라 투자 약속을 확대하고 있기 때문입니다. https://slicast.com/article/1jtmhuj Slicast en 2026-10-26T19:14:45.000Z Anthropic has become the first major AI lab to file an S-1 with the SEC, planning a Nasdaq listing under the ticker ANT, with reported figures including $11.6 billion. https://slicast.com/zh/article/1jtmhuj Slicast zh-cn 2026-10-26T19:14:45.000Z Anthropic成为首家向美国证券交易委员会提交注册说明书的大型人工智能实验室，计划以ANT为代码在纳斯达克上市，报道中的数据包括116亿美元等指标。 https://slicast.com/ko/article/1jtmhuj Slicast ko 2026-10-26T19:14:45.000Z Anthropic이 미국 증권거래위원회(SEC)에 S-1 서류를 제출한 첫 주요 AI 연구소가 되었으며, 나스닥 상장을 추진하며 종목 코드는 ANT로 계획하고 있다. 보도된 수치에는 116억 달러가 포함되어 있다. https://slicast.com/article/gbcba1 Slicast en 2026-10-26T19:02:01.000Z SpaceX has secured a record $40 billion GPU lease deal with Apollo. https://slicast.com/zh/article/gbcba1 Slicast zh-cn 2026-10-26T19:02:01.000Z SpaceX与阿波罗达成创纪录的400亿美元图形处理器租赁协议。 https://slicast.com/ko/article/gbcba1 Slicast ko 2026-10-26T19:02:01.000Z SpaceX, Apollo와 400억 달러 규모의 GPU 임대 계약을 체결해 기록을 세웠다. https://slicast.com/article/1o4ckw4 Slicast en 2026-10-26T18:55:00.000Z Digital Realty has filed plans for a 998,643-square-foot data center in De Soto. https://slicast.com/zh/article/1o4ckw4 Slicast zh-cn 2026-10-26T18:55:00.000Z Digital Realty已提交一座998,643平方英尺数据中心的规划申请，选址位于De Soto。 https://slicast.com/ko/article/1o4ckw4 Slicast ko 2026-10-26T18:55:00.000Z Digital Realty는 De Soto에 998,643평방피트 규모의 데이터센터 건설 계획을 제출했습니다. https://slicast.com/article/1eivsw6 Slicast en 2026-10-26T18:38:00.000Z Anthropic's IPO filing reveals a plan to spend $542 billion on data centers. https://slicast.com/zh/article/1eivsw6 Slicast zh-cn 2026-10-26T18:38:00.000Z Anthropic的首次公开募股申报文件披露，其数据中心支出计划为5420亿美元。 https://slicast.com/ko/article/1eivsw6 Slicast ko 2026-10-26T18:38:00.000Z Anthropic의 IPO 신고서에는 데이터센터에 5,420억 달러를 투자하는 계획이 담겨 있다. https://slicast.com/article/gx5enx Slicast en 2026-10-26T18:35:50.000Z Abbott's data center freeze is slowing dealmaking across Texas, according to The Texas Lawbook. https://slicast.com/zh/article/gx5enx Slicast zh-cn 2026-10-26T18:35:50.000Z 据The Texas Lawbook报道，阿博特的数据中心冻结措施正在放缓得克萨斯州的交易活动。 https://slicast.com/ko/article/gx5enx Slicast ko 2026-10-26T18:35:50.000Z Texas Lawbook에 따르면, Abbott 주지사의 데이터센터 동결 조치로 텍사스 전역의 거래 진행이 둔화되고 있다. https://slicast.com/article/bc9znx Slicast en 2026-10-26T18:34:04.000Z AirTrunk has secured a $4.25 billion green loan. https://slicast.com/zh/article/bc9znx Slicast zh-cn 2026-10-26T18:34:04.000Z AirTrunk获得42.5亿美元的绿色贷款。 https://slicast.com/ko/article/bc9znx Slicast ko 2026-10-26T18:34:04.000Z AirTrunk, 42.5억 달러 규모의 그린론 확보 https://slicast.com/article/16ozhfr Slicast en 2026-10-26T18:17:26.000Z Anthropic's disclosures reveal AI compute agreements with SpaceX worth up to $120.5 billion. https://slicast.com/zh/article/16ozhfr Slicast zh-cn 2026-10-26T18:17:26.000Z Anthropic披露，其与SpaceX的人工智能算力协议总额最高达1205亿美元。 https://slicast.com/ko/article/16ozhfr Slicast ko 2026-10-26T18:17:26.000Z Anthropic의 공시에 따르면, SpaceX와의 AI 컴퓨팅 계약 규모는 최대 1,205억 달러에 이른다. https://slicast.com/article/hp9pmb Slicast en 2026-10-26T18:15:00.000Z Elon Musk says more than 200 AI neoclouds face 'Guppy-Level Death' as CoreWeave and Nebius shares slide. https://slicast.com/zh/article/hp9pmb Slicast zh-cn 2026-10-26T18:15:00.000Z 马斯克称，超过200家人工智能新云服务商面临「孔雀鱼级死亡」，CoreWeave与Nebius股价随之下跌。 https://slicast.com/ko/article/hp9pmb Slicast ko 2026-10-26T18:15:00.000Z Elon Musk "AI 네오클라우드 200여 곳, 'Guppy-Level Death' 직면" 발언... CoreWeave·Nebius 주가 하락 https://slicast.com/article/g9gfgq Slicast en 2026-10-26T18:15:00.000Z Bond Buyer reports that bond financing is being tapped to pay for data center energy needs. https://slicast.com/zh/article/g9gfgq Slicast zh-cn 2026-10-26T18:15:00.000Z 《Bond Buyer》报道，债券融资正被用于支付数据中心的能源需求。 https://slicast.com/ko/article/g9gfgq Slicast ko 2026-10-26T18:15:00.000Z Bond Buyer는 데이터센터의 에너지 수요를 충당하기 위해 채권 자금 조달이 활용되고 있다고 보도했다. https://slicast.com/article/1jqobwl Slicast en 2026-10-26T18:04:04.000Z TeraWulf's CEO pushed back on stranded AI data center fears, saying Anthropic won't walk away, and the stock rallied. https://slicast.com/zh/article/1jqobwl Slicast zh-cn 2026-10-26T18:04:04.000Z TeraWulf首席执行官反驳了关于人工智能数据中心资产搁浅的担忧，称Anthropic不会放弃合作，公司股价随之上涨。 https://slicast.com/ko/article/1jqobwl Slicast ko 2026-10-26T18:04:04.000Z TeraWulf의 CEO는 AI 데이터센터가 좌초될 것이라는 우려에 반박하며, Anthropic이 사업에서 손을 떼지 않을 것이라고 밝혔고, 이에 주가가 반등했다. https://slicast.com/article/12bzqb7 Slicast en 2026-10-26T17:55:26.000Z Amazon's Andy Jassy says AI inference is still '10 times too expensive' and presents Amazon's own chips as the answer. https://slicast.com/zh/article/12bzqb7 Slicast zh-cn 2026-10-26T17:55:26.000Z 亚马逊的安迪·贾西表示，人工智能推理成本仍高出10倍，并以亚马逊自研芯片作为解决方案。 https://slicast.com/ko/article/12bzqb7 Slicast ko 2026-10-26T17:55:26.000Z Amazon의 앤디 재시는 AI 추론 비용이 여전히 "10배 과도하게 비싸다"고 말하며, 이에 대한 해법으로 아마존 자체 칩을 제시했다. https://slicast.com/article/jgi34o Slicast en 2026-10-26T17:54:24.000Z Intel shares rose 5% after a new Street upgrade cited a server CPU shortage, while AMD and NVIDIA gained 3%. https://slicast.com/zh/article/jgi34o Slicast zh-cn 2026-10-26T17:54:24.000Z 英特尔股价上涨5%，此前一家券商上调评级，理由是服务器CPU短缺；超威半导体与英伟达亦上涨3%。 https://slicast.com/ko/article/jgi34o Slicast ko 2026-10-26T17:54:24.000Z Intel 주가는 서버 CPU 공급 부족을 근거로 한 새로운 월가 투자의견 상향 이후 5% 상승했으며, AMD와 NVIDIA는 3% 올랐다. https://slicast.com/article/xxp31c Slicast en 2026-10-26T17:53:51.000Z Ecoblox has partnered with Rimac on a modular data center solution. https://slicast.com/zh/article/xxp31c Slicast zh-cn 2026-10-26T17:53:51.000Z Ecoblox与Rimac达成合作，共同推出模块化数据中心方案。 https://slicast.com/ko/article/xxp31c Slicast ko 2026-10-26T17:53:51.000Z Ecoblox는 Rimac과 모듈형 데이터센터 솔루션 구축을 위해 파트너십을 체결했다. https://slicast.com/article/upclk3 Slicast en 2026-10-26T17:49:35.000Z Micron says its AI memory chips are sold out through 2026 and into 2028. https://slicast.com/zh/article/upclk3 Slicast zh-cn 2026-10-26T17:49:35.000Z 美光科技表示，其人工智能内存芯片已售罄至2026年，并一直延续到2028年。 https://slicast.com/ko/article/upclk3 Slicast ko 2026-10-26T17:49:35.000Z Micron는 AI 메모리 칩이 2026년까지 전량 매진되었으며 2028년까지 이어질 것이라고 밝혔다. https://slicast.com/article/1fmm1u1 Slicast en 2026-10-26T17:46:52.000Z Morgan Stanley expects data-center asset-backed securities spreads to widen further. https://slicast.com/zh/article/1fmm1u1 Slicast zh-cn 2026-10-26T17:46:52.000Z 摩根士丹利预计数据中心资产支持证券的利差将进一步扩大。 https://slicast.com/ko/article/1fmm1u1 Slicast ko 2026-10-26T17:46:52.000Z Morgan Stanley는 데이터센터 자산유동화증권(ABS)의 스프레드가 추가로 확대될 것으로 전망했다. https://slicast.com/article/td3tli Slicast en 2026-10-26T17:45:03.000Z Coverage of Anthropic's IPO highlights investors including rival Google, with venture capital firms that also back OpenAI. https://slicast.com/zh/article/td3tli Slicast zh-cn 2026-10-26T17:45:03.000Z 有关Anthropic IPO的报道显示，其投资方包括竞争对手谷歌，还有同时投资OpenAI的风险投资机构。 https://slicast.com/ko/article/td3tli Slicast ko 2026-10-26T17:45:03.000Z Anthropic의 IPO 관련 보도는 경쟁사인 Google을 비롯한 투자자들을 주목하고 있으며, 이들은 OpenAI에도 투자한 벤처캐피털 기업들이다. https://slicast.com/article/13evm9v Slicast en 2026-10-26T17:30:24.000Z Ecoblox has partnered with Rimac on a modular data center solution, with the first deployment slated for Rimac's campus in Kerestinec, Croatia. https://slicast.com/zh/article/13evm9v Slicast zh-cn 2026-10-26T17:30:24.000Z Ecoblox与Rimac合作推出模块化数据中心方案，首个部署点计划设在Rimac位于克罗地亚Kerestinec的园区。 https://slicast.com/ko/article/13evm9v Slicast ko 2026-10-26T17:30:24.000Z Ecoblox는 Rimac과 모듈형 데이터센터 솔루션 개발에 대한 파트너십을 체결했으며, 첫 번째 구축은 크로아티아 케레스티네츠에 있는 Rimac 캠퍼스에서 진행될 예정입니다. https://slicast.com/article/1blmbo1 Slicast en 2026-10-26T17:17:15.000Z Cadence has unveiled a Nvidia-powered AI data center in Munich, Germany, to support EDA, simulation and sovereign AI cloud services. https://slicast.com/zh/article/1blmbo1 Slicast zh-cn 2026-10-26T17:17:15.000Z Cadence在德国慕尼黑推出由英伟达提供算力的人工智能数据中心，将支持电子设计自动化、仿真及主权人工智能云服务。 https://slicast.com/ko/article/1blmbo1 Slicast ko 2026-10-26T17:17:15.000Z Cadence는 EDA, 시뮬레이션 및 소버린 AI 클라우드 서비스를 지원하기 위해 독일 뮌헨에 Nvidia 기반 AI 데이터센터를 공개했다. https://slicast.com/article/nmnved Slicast en 2026-10-26T17:15:00.000Z Meta has a USD 95 billion funding plan for AI investment. https://slicast.com/zh/article/nmnved Slicast zh-cn 2026-10-26T17:15:00.000Z Meta拟定950亿美元融资计划，用于大规模人工智能投资。 https://slicast.com/ko/article/nmnved Slicast ko 2026-10-26T17:15:00.000Z Meta, AI 투자를 위한 950억 달러 규모의 자금 조달 계획을 보유하고 있다. https://slicast.com/article/wju70 Slicast en 2026-10-26T17:10:55.000Z Verizon has signed a $2bn AI infrastructure deal with AWS, announced alongside its strong Q3 earnings. https://slicast.com/zh/article/wju70 Slicast zh-cn 2026-10-26T17:10:55.000Z 威瑞森与AWS签署20亿美元人工智能基础设施协议，同期公布了强劲的第三季度财报。 https://slicast.com/ko/article/wju70 Slicast ko 2026-10-26T17:10:55.000Z Verizon, AWS와 20억 달러 규모의 AI 인프라 계약 체결 https://slicast.com/article/11wigkv Slicast en 2026-10-26T16:58:00.000Z Nvidia and Schneider Electric are testing a digital twin to rehearse AI data center upgrades before they go live. https://slicast.com/zh/article/11wigkv Slicast zh-cn 2026-10-26T16:58:00.000Z 英伟达与施耐德电气正在测试一种数字孪生系统，用于在实际升级前演练人工智能数据中心的改造。 https://slicast.com/ko/article/11wigkv Slicast ko 2026-10-26T16:58:00.000Z Nvidia와 Schneider Electric는 AI 데이터센터 업그레이드를 실제 적용 전에 사전 검증하기 위해 디지털 트윈을 시험하고 있다. https://slicast.com/article/1x3r6w3 Slicast en 2026-10-26T16:50:20.000Z SpaceX and Meta are pursuing $135 billion for AI infrastructure, while Musk warns of a neocloud funding crunch. https://slicast.com/zh/article/1x3r6w3 Slicast zh-cn 2026-10-26T16:50:20.000Z SpaceX与Meta正在争取1350亿美元用于人工智能基础设施，同时马斯克警告新型云服务商可能面临融资紧缩。 https://slicast.com/ko/article/1x3r6w3 Slicast ko 2026-10-26T16:50:20.000Z SpaceX와 Meta는 AI 인프라에 1,350억 달러를 투입할 계획이며, Musk는 neocloud 자금 조달 위기를 경고하고 있다. https://slicast.com/article/1qkmbgr Slicast en 2026-10-26T16:45:52.000Z Anthropic has filed an S-1 for its IPO, disclosing $417bn in compute commitments, with the associated data center costs spread over the next 20 years. https://slicast.com/zh/article/1qkmbgr Slicast zh-cn 2026-10-26T16:45:52.000Z Anthropic已提交S-1 IPO注册文件，披露其算力承诺总额为4170亿美元，相关数据中心成本将在未来20年内分摊。 https://slicast.com/ko/article/1qkmbgr Slicast ko 2026-10-26T16:45:52.000Z Anthropic가 기업공개(IPO)를 위한 S-1을 제출했으며, 여기서 4,170억 달러 규모의 컴퓨팅 약정을 공시했습니다. 관련 데이터센터 비용은 향후 20년에 걸쳐 분산될 예정입니다. https://slicast.com/article/113h087 Slicast en 2026-10-26T16:38:00.000Z Nebius CEO says the company has enough capital to build its gigawatt, but admits 'some of the capital sources are temporarily closed'. https://slicast.com/zh/article/113h087 Slicast zh-cn 2026-10-26T16:38:00.000Z Nebius首席执行官表示，公司已有足够资金建设其1吉瓦项目，但承认‘部分融资渠道暂时关闭’。 https://slicast.com/ko/article/113h087 Slicast ko 2026-10-26T16:38:00.000Z Nebius CEO는 회사가 기가와트 규모 데이터센터를 구축할 자금을 충분히 확보했다고 밝혔지만, "일부 자금 조달 경로가 일시적으로 막힌 상태"라고 인정했다. https://slicast.com/article/1a3odnz Slicast en 2026-10-26T16:30:32.000Z Amazon's CEO claims AWS capacity is largely sold out for 2027, with a good chunk of 2028 already pre-sold, though this excludes EC2. https://slicast.com/zh/article/1a3odnz Slicast zh-cn 2026-10-26T16:30:32.000Z 亚马逊首席执行官称，AWS 2027年产能基本售罄，2028年的很大一部分已预售，但不包括EC2。 https://slicast.com/ko/article/1a3odnz Slicast ko 2026-10-26T16:30:32.000Z Amazon CEO는 AWS 용량이 2027년에 대부분 판매 완료된 상태이며 2028년 물량도 상당 부분 선판매되었다고 밝혔다. 다만 이는 EC2를 제외한 수치다. https://slicast.com/article/dv5gok Slicast en 2026-10-26T16:21:00.000Z Pennsylvania has more than 80 sites targeted for new data centers statewide, mapped and tracked by PennLive. https://slicast.com/zh/article/dv5gok Slicast zh-cn 2026-10-26T16:21:00.000Z 宾夕法尼亚州已有80多个地点被列为新建数据中心目标，PennLive对其进行了逐一绘制和跟踪。 https://slicast.com/ko/article/dv5gok Slicast ko 2026-10-26T16:21:00.000Z 펜실베이니아주 전역에 신규 데이터센터 부지로 지목된 곳이 80곳 이상이며, 이는 PennLive가 지도화해 추적하고 있다. https://slicast.com/article/13bct5n Slicast en 2026-10-26T16:19:05.000Z Microsoft and Chevron have signed a 20-year power deal to supply a Texas data center. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-26T16:19:05.000Z 微软与雪佛龙签署了一份为得克萨斯州一座数据中心供电的20年期电力协议。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-26T16:19:05.000Z Microsoft와 Chevron은 텍사스 데이터센터에 전력을 공급하기 위한 20년 규모의 전력 계약을 체결했다. https://slicast.com/article/1ix63rt Slicast en 2026-10-26T16:15:35.000Z ZutaCore has detailed a new two-phase boiling design for liquid-cooled data centers, available in its ultra-thin cold plate. https://slicast.com/zh/article/1ix63rt Slicast zh-cn 2026-10-26T16:15:35.000Z ZutaCore详细介绍了面向液冷数据中心的新型两相沸腾设计，该设计已可用于其超薄冷板产品。 https://slicast.com/ko/article/1ix63rt Slicast ko 2026-10-26T16:15:35.000Z ZutaCore는 액체 냉각 데이터센터를 위한 새로운 2상 비등(two-phase boiling) 설계를 공개했으며, 이 설계는 초박형 콜드 플레이트에 적용된다. https://slicast.com/article/1r8c02e Slicast en 2026-10-26T16:14:50.000Z Fireworks will lease data center capacity in Dallas, Texas from the Forum Markets/Edge Node venture. https://slicast.com/zh/article/1r8c02e Slicast zh-cn 2026-10-26T16:14:50.000Z Fireworks将从Forum Markets/Edge Node合资企业处租用位于得克萨斯州达拉斯的数据中心容量。 https://slicast.com/ko/article/1r8c02e Slicast ko 2026-10-26T16:14:50.000Z Fireworks는 Forum Markets/Edge Node 합작회사로부터 텍사스주 댈러스의 데이터센터 용량을 임차할 예정이다. https://slicast.com/article/z8lpdk Slicast en 2026-10-26T16:12:44.000Z Karman has completed a power orchestration pilot at NextGen's data center in Montreal, Canada, and will extend the software rollout across NextGen's European operations. https://slicast.com/zh/article/z8lpdk Slicast zh-cn 2026-10-26T16:12:44.000Z Karman已在NextGen位于加拿大蒙特利尔的数据中心完成电力编排试点，并将把该软件推广至NextGen的欧洲业务。 https://slicast.com/ko/article/z8lpdk Slicast ko 2026-10-26T16:12:44.000Z Karman은 캐나다 몬트리올에 있는 NextGen 데이터센터에서 전력 오케스트레이션 파일럿을 완료했으며, NextGen의 유럽 사업장 전반으로 소프트웨어 도입을 확대할 예정이다. https://slicast.com/article/ndmm7s Slicast en 2026-10-26T16:12:17.000Z Overhaul reports that theft of AI equipment reached $150m in 2026, with fraud behind 92% of incidents, and reports of stolen data center equipment are up 34% since 2024. https://slicast.com/zh/article/ndmm7s Slicast zh-cn 2026-10-26T16:12:17.000Z 物流风险管理公司Overhaul报告称，2026年AI设备盗窃案值达1.5亿美元，其中92%的案件由欺诈导致；被盗数据中心设备的报告自2024年以来增长34%。 https://slicast.com/ko/article/ndmm7s Slicast ko 2026-10-26T16:12:17.000Z Overhaul에 따르면 2026년 AI 장비 도난 피해액은 1억 5천만 달러에 이르렀으며, 사고의 92%는 사기에 의한 것이었다. 또한 2024년 이후 데이터센터 장비 도난 신고는 34% 증가했다. https://slicast.com/article/hckdpm Slicast en 2026-10-26T16:08:24.000Z TeraWulf shares jumped 7% after its CEO pushed back on stranded data center fears, citing secured financing and tenants, while Cipher Digital rose 3% and Applied Digital edged higher. https://slicast.com/zh/article/hckdpm Slicast zh-cn 2026-10-26T16:08:24.000Z TeraWulf股价上涨7%，其首席执行官驳斥了数据中心资产搁浅的担忧，称公司已落实融资并拥有租户；Cipher Digital上涨3%，Applied Digital小幅走高。 https://slicast.com/ko/article/hckdpm Slicast ko 2026-10-26T16:08:24.000Z TeraWulf 주가는 CEO가 데이터센터 좌초 우려에 반박하며 확보한 자금 조달과 임차인을 언급한 뒤 7% 급등했다. Cipher Digital은 3% 상승했고, Applied Digital은 소폭 올랐다. https://slicast.com/article/d2rhfn Slicast en 2026-10-26T16:05:04.000Z Generative Bionics plans an AI data center and humanoid robotics factory in Italy that could form the first part of a physical AI factory network. https://slicast.com/zh/article/d2rhfn Slicast zh-cn 2026-10-26T16:05:04.000Z Generative Bionics计划在意大利建设一座AI数据中心和人形机器人工厂，这可能成为物理AI工厂网络的第一部分。 https://slicast.com/ko/article/d2rhfn Slicast ko 2026-10-26T16:05:04.000Z Generative Bionics는 이탈리아에 AI 데이터 센터와 휴머노이드 로봇 공장을 건설할 계획이며, 이는 물리적 AI 공장 네트워크의 첫 번째 단계가 될 수 있다. https://slicast.com/article/1llknql Slicast en 2026-10-26T15:50:58.000Z Cooler Master has announced a 2.5MW in-row CDU for data centers, expanding its data center cooling lineup. https://slicast.com/zh/article/1llknql Slicast zh-cn 2026-10-26T15:50:58.000Z 酷冷至尊发布了一款2.5兆瓦列间式冷却液分配单元，进一步扩充其数据中心冷却产品线。 https://slicast.com/ko/article/1llknql Slicast ko 2026-10-26T15:50:58.000Z Cooler Master, 데이터센터용 2.5MW 인로(In-row) CDU를 발표하며 데이터센터 냉각 제품 라인업을 확대했다. https://slicast.com/article/1gsyr5t Slicast en 2026-10-26T15:48:13.000Z CXMT has refused to supply Apple with lower-priced memory chips, according to ECNS. https://slicast.com/zh/article/1gsyr5t Slicast zh-cn 2026-10-26T15:48:13.000Z 据ECNS报道，CXMT拒绝以更低价格向苹果供应存储芯片。 https://slicast.com/ko/article/1gsyr5t Slicast ko 2026-10-26T15:48:13.000Z CXMT가 ECNS의 보도에 따르면 애플에 저가 메모리 칩 공급을 거부했다. https://slicast.com/article/qg7icp Slicast en 2026-10-26T15:47:05.000Z Anthropic has filed for an IPO, revealing its financials and warning investors its Claude models could blackmail humans, resist shutdown, or go rogue. https://slicast.com/zh/article/qg7icp Slicast zh-cn 2026-10-26T15:47:05.000Z Anthropic提交首次公开募股申请，披露财务数据，并警告投资者其Claude模型可能勒索人类、抵制关机或失控。 https://slicast.com/ko/article/qg7icp Slicast ko 2026-10-26T15:47:05.000Z Anthropic이 IPO를 신청하며 재무 상황을 공개했고, Claude 모델이 인간을 협박하거나 종료에 저항하거나 통제를 벗어날 수 있다는 위험을 투자자에게 경고했다. https://slicast.com/article/b1uph5 Slicast en 2026-10-26T15:42:39.000Z Companies are producing clean water from data center waste heat, according to the Electrical Distributor magazine. https://slicast.com/zh/article/b1uph5 Slicast zh-cn 2026-10-26T15:42:39.000Z 多家公司正利用数据中心余热生产清洁水，据《Electrical Distributor》杂志报道。 https://slicast.com/ko/article/b1uph5 Slicast ko 2026-10-26T15:42:39.000Z 데이터센터 폐열로 깨끗한 물을 생산하는 기업들이 등장하고 있다고 Electrical Distributor 매거진이 보도했다. https://slicast.com/article/1nf6wta Slicast en 2026-10-26T15:35:38.000Z News from International Data Center Authority https://slicast.com/zh/article/1nf6wta Slicast zh-cn 2026-10-26T15:35:38.000Z 国际数据中心管理局新闻 https://slicast.com/ko/article/1nf6wta Slicast ko 2026-10-26T15:35:38.000Z 국제데이터센터청(International Data Center Authority) 소식 https://slicast.com/article/1x70c6y Slicast en 2026-10-26T15:35:00.000Z Unconventional AI has acquired NeuReality to accelerate its roadmap toward 1,000x efficiency chips. https://slicast.com/zh/article/1x70c6y Slicast zh-cn 2026-10-26T15:35:00.000Z Unconventional AI收购NeuReality，以加速其1,000倍能效芯片的路线图。 https://slicast.com/ko/article/1x70c6y Slicast ko 2026-10-26T15:35:00.000Z Unconventional AI가 1,000배 효율 칩 로드맵의 가속화를 위해 NeuReality를 인수했다. https://slicast.com/article/1o6fgan Slicast en 2026-10-26T15:29:15.000Z Reuters reports that the AI scaling race is accelerating investment in microgrid technology. https://slicast.com/zh/article/1o6fgan Slicast zh-cn 2026-10-26T15:29:15.000Z 路透社报道，AI规模竞赛正在加速对微电网技术的投资。 https://slicast.com/ko/article/1o6fgan Slicast ko 2026-10-26T15:29:15.000Z Reuters는 AI 확장 경쟁이 마이크로그리드 기술에 대한 투자를 가속하고 있다고 보도했다. https://slicast.com/article/bbrhkh Slicast en 2026-10-26T15:21:19.000Z Meta has announced a plan to raise $95 billion to build AI infrastructure, after Reuters reported it as a record equity raise. https://slicast.com/zh/article/bbrhkh Slicast zh-cn 2026-10-26T15:21:19.000Z Meta宣布计划募资950亿美元用于建设AI基础设施，路透社此前报道称这是一笔创纪录的股权融资。 https://slicast.com/ko/article/bbrhkh Slicast ko 2026-10-26T15:21:19.000Z Meta가 AI 인프라 구축을 위해 950억 달러를 조달할 계획을 발표했다. 로이터는 이를 기록적인 지분 조달로 보도했다. https://slicast.com/article/354txh Slicast en 2026-10-26T15:18:20.000Z IREN's shares have plunged 43% as the bitcoin miner pivots toward AI, according to a Yahoo Finance Singapore analysis that asks whether this is a buying opportunity or a value trap. https://slicast.com/zh/article/354txh Slicast zh-cn 2026-10-26T15:18:20.000Z 据Yahoo Finance Singapore分析，比特币矿企IREN在转向AI业务的同时股价暴跌43%，文章探讨这究竟是买入机会还是价值陷阱。 https://slicast.com/ko/article/354txh Slicast ko 2026-10-26T15:18:20.000Z IREN의 주가가 비트코인 채굴 기업의 AI 사업 전환 과정에서 43% 급락했다. Yahoo Finance Singapore의 분석은 이것이 매수 기회인지, 아니면 가치 함정인지를 묻고 있다. https://slicast.com/article/1obd0o1 Slicast en 2026-10-26T15:14:38.000Z The STAR50 index has crashed 40%, wiping out $480 billion in value as China's AI stocks slump. https://slicast.com/zh/article/1obd0o1 Slicast zh-cn 2026-10-26T15:14:38.000Z STAR50指数暴跌40%，市值蒸发4800亿美元，中国AI股票遭遇抛售。 https://slicast.com/ko/article/1obd0o1 Slicast ko 2026-10-26T15:14:38.000Z STAR50 지수가 40% 폭락하며 중국 AI 주식이 침체에 빠지면서 4,800억 달러의 시가총액이 증발했다. https://slicast.com/article/1p7sfdj Slicast en 2026-10-26T15:12:27.000Z Freedom Holding Corp. Advances AI Infrastructure Development in Kazakhstan https://slicast.com/zh/article/1p7sfdj Slicast zh-cn 2026-10-26T15:12:27.000Z Freedom Holding Corp. 推进哈萨克斯坦AI基础设施建设 https://slicast.com/ko/article/1p7sfdj Slicast ko 2026-10-26T15:12:27.000Z Freedom Holding Corp., 카자흐스탄 AI 인프라 개발 추진 https://slicast.com/article/xne2x Slicast en 2026-10-26T15:06:42.000Z Armadillo Hotel Group is expanding into Fort Stockton to support data center growth, according to the Odessa American. https://slicast.com/zh/article/xne2x Slicast zh-cn 2026-10-26T15:06:42.000Z Armadillo Hotel Group扩展至Fort Stockton，以支持数据中心业务增长，据Odessa American报道。 https://slicast.com/ko/article/xne2x Slicast ko 2026-10-26T15:06:42.000Z Armadillo Hotel Group이 데이터센터 성장을 지원하기 위해 Fort Stockton으로 사업을 확장하고 있다고 Odessa American이 보도했다. https://slicast.com/article/825i00 Slicast en 2026-10-26T15:06:32.000Z Nvidia is sidestepping the JEDEC HBM standard, according to Blocks & Files. https://slicast.com/zh/article/825i00 Slicast zh-cn 2026-10-26T15:06:32.000Z 据Blocks & Files报道，英伟达绕开了JEDEC的HBM标准。 https://slicast.com/ko/article/825i00 Slicast ko 2026-10-26T15:06:32.000Z Nvidia가 JEDEC HBM 표준을 우회하고 있다고 Blocks & Files가 보도했다. https://slicast.com/article/kmtc48 Slicast en 2026-10-26T15:05:17.000Z Applied Digital shares plunged 33% even though its results were reported as a record. https://slicast.com/zh/article/kmtc48 Slicast zh-cn 2026-10-26T15:05:17.000Z Applied Digital股价暴跌33%，尽管其业绩据报道创下纪录。 https://slicast.com/ko/article/kmtc48 Slicast ko 2026-10-26T15:05:17.000Z Applied Digital 주가는 실적이 사상 최대치로 발표됐음에도 33% 폭락했다. https://slicast.com/article/zmmqh0 Slicast en 2026-10-26T15:02:29.000Z Off-grid data centers have 60-80% higher emissions, according to The Climate Brink. https://slicast.com/zh/article/zmmqh0 Slicast zh-cn 2026-10-26T15:02:29.000Z The Climate Brink报道称，离网数据中心的排放量高出60%至80%。 https://slicast.com/ko/article/zmmqh0 Slicast ko 2026-10-26T15:02:29.000Z 오프그리드 데이터센터의 배출량이 60~80% 더 높다고 The Climate Brink가 보도했다. https://slicast.com/article/1nqiaco Slicast en 2026-10-26T15:01:49.000Z Freedom Holding Corp. says it is advancing AI infrastructure development in Kazakhstan, according to a PR Newswire release. https://slicast.com/zh/article/1nqiaco Slicast zh-cn 2026-10-26T15:01:49.000Z Freedom Holding Corp.称正在推进哈萨克斯坦的人工智能基础设施开发，据PR Newswire新闻稿披露。 https://slicast.com/ko/article/1nqiaco Slicast ko 2026-10-26T15:01:49.000Z Freedom Holding Corp.는 PR Newswire 보도자료를 통해 카자흐스탄에서 AI 인프라 개발을 추진하고 있다고 밝혔다. https://slicast.com/article/6gk6fb Slicast en 2026-10-26T15:01:20.000Z Unconventional AI has acquired Israeli chip startup NeuReality to speed up its product development. https://slicast.com/zh/article/6gk6fb Slicast zh-cn 2026-10-26T15:01:20.000Z Unconventional AI收购以色列芯片初创公司NeuReality，以加快产品研发。 https://slicast.com/ko/article/6gk6fb Slicast ko 2026-10-26T15:01:20.000Z Unconventional AI가 제품 개발 속도를 높이기 위해 이스라엘 칩 스타트업 NeuReality를 인수했다. https://slicast.com/article/gmkgt1 Slicast en 2026-10-26T14:46:09.000Z Together AI, an open-source AI cloud, has reached a US$8.3 billion valuation. https://slicast.com/zh/article/gmkgt1 Slicast zh-cn 2026-10-26T14:46:09.000Z 开源人工智能云平台Together AI的估值已达83亿美元。 https://slicast.com/ko/article/gmkgt1 Slicast ko 2026-10-26T14:46:09.000Z Together AI, 오픈소스 AI 클라우드 기업으로, 83억 달러의 기업 가치를 달성했습니다. https://slicast.com/article/1tpjqcw Slicast en 2026-10-26T14:45:12.000Z Bull has been awarded €40m to deliver the HLRE-5 supercomputer to the German Climate Computing Center, powered by Nvidia GB200 Superchips and Vera CPUs. https://slicast.com/zh/article/1tpjqcw Slicast zh-cn 2026-10-26T14:45:12.000Z Bull获得4000万欧元合同，将为German Climate Computing Center交付HLRE-5超级计算机，该系统将由英伟达GB200 Superchips和Vera CPUs驱动。 https://slicast.com/ko/article/1tpjqcw Slicast ko 2026-10-26T14:45:12.000Z Bull는 독일 기후컴퓨팅센터에 HLRE-5 슈퍼컴퓨터를 공급하는 4,000만 유로 규모의 계약을 따냈다. 이 시스템은 Nvidia GB200 Superchip과 Vera CPU를 기반으로 한다. https://slicast.com/article/9ytzhw Slicast en 2026-10-26T14:42:50.000Z SWI has launched AI cloud unit SWI Compute, starting with 30MW at the group's planned Cambridge development. https://slicast.com/zh/article/9ytzhw Slicast zh-cn 2026-10-26T14:42:50.000Z SWI推出人工智能云子公司SWI Compute，首期规模为30兆瓦，依托集团规划中位于Cambridge的项目。 https://slicast.com/ko/article/9ytzhw Slicast ko 2026-10-26T14:42:50.000Z SWI, AI 클라우드 사업부 SWI Compute를 출범했으며, 그룹이 계획 중인 케임브리지 개발 부지에서 30MW 규모로 첫 사업을 시작한다. https://slicast.com/article/qkdbl1 Slicast en 2026-10-26T14:39:48.000Z The Reserve Bank of India has launched a 700-rack data center in Bhubaneswar, Odisha, to support its primary data center in Navi Mumbai. https://slicast.com/zh/article/qkdbl1 Slicast zh-cn 2026-10-26T14:39:48.000Z 印度储备银行在Odisha邦的Bhubaneswar启用一座数据中心，设有700个机架，为位于Navi Mumbai的主数据中心提供支持。 https://slicast.com/ko/article/qkdbl1 Slicast ko 2026-10-26T14:39:48.000Z 인도준비은행은 나비뭄바이에 있는 주 데이터센터를 지원하기 위해 오디샤주 부바네스와르에 700랙 규모의 데이터센터를 개소했다. https://slicast.com/article/uzmgb1 Slicast en 2026-10-26T14:35:14.000Z NVIDIA's DSX POD is pushing AI factory construction toward an assembly-line model, according to Data Center Frontier. https://slicast.com/zh/article/uzmgb1 Slicast zh-cn 2026-10-26T14:35:14.000Z 英伟达DSX POD正推动人工智能工厂建设向流水线式生产转变，Data Center Frontier报道称。 https://slicast.com/ko/article/uzmgb1 Slicast ko 2026-10-26T14:35:14.000Z NVIDIA의 DSX POD가 AI 팩토리 건설을 조립 라인 방식으로 전환하고 있다고 Data Center Frontier가 보도했다. https://slicast.com/article/qizbjd Slicast en 2026-10-26T14:34:06.000Z Anthropic has publicly filed its IPO prospectus, showing explosive growth alongside major risks and very large costs, with one Chinese outlet reporting an $80.7 billion loss over six months. https://slicast.com/zh/article/qizbjd Slicast zh-cn 2026-10-26T14:34:06.000Z Anthropic已公开递交招股书，显示其业绩呈爆发式增长，同时披露了重大风险与极高成本；据钛媒体报道，其半年亏损达807亿美元。 https://slicast.com/ko/article/qizbjd Slicast ko 2026-10-26T14:34:06.000Z Anthropic이 IPO 증권신고서를 공개했습니다. 이에 따르면 폭발적인 성장세와 함께 주요 리스크와 막대한 비용이 확인되며, 한 중국 매체는 6개월간 807억 달러의 손실을 보도했습니다. https://slicast.com/article/f53exs Slicast en 2026-10-26T14:26:38.000Z Verizon raised its earnings outlook as quarterly postpaid subscribers surged, and announced an AI infrastructure deal with AWS. https://slicast.com/zh/article/f53exs Slicast zh-cn 2026-10-26T14:26:38.000Z 威瑞森在季度后付费用户大幅增长后上调了盈利预期，并宣布与亚马逊云科技达成人工智能基础设施合作。 https://slicast.com/ko/article/f53exs Slicast ko 2026-10-26T14:26:38.000Z Verizon, 분기 포스트페이드 가입자 급증에 따라 실적 전망을 상향 조정했으며, AWS와 AI 인프라 계약을 발표했다. https://slicast.com/article/1wtcaj5 Slicast en 2026-10-26T14:21:23.000Z Meta plans to sell up to $95 billion in new stock to fund its AI infrastructure buildout. https://slicast.com/zh/article/1wtcaj5 Slicast zh-cn 2026-10-26T14:21:23.000Z Meta计划出售最多950亿美元的新股，为其人工智能基础设施建设融资。 https://slicast.com/ko/article/1wtcaj5 Slicast ko 2026-10-26T14:21:23.000Z Meta, AI 인프라 구축 자금 마련을 위해 최대 950억 달러 규모의 신주 발행을 계획하고 있다. https://slicast.com/article/1w5hhgm Slicast en 2026-10-26T14:10:00.000Z The Times of India breaks down which tech giants are funding Anthropic ahead of its IPO and how much they are contributing. https://slicast.com/zh/article/1w5hhgm Slicast zh-cn 2026-10-26T14:10:00.000Z 《印度时报》梳理了在Anthropic首次公开募股前为其提供资金的科技巨头，以及各自的出资金额。 https://slicast.com/ko/article/1w5hhgm Slicast ko 2026-10-26T14:10:00.000Z The Times of India는 Anthropic의 IPO를 앞두고 어떤 빅테크 기업들이 자금을 지원하고 있으며, 각각 얼마를 출자하고 있는지 자세히 분석했다. https://slicast.com/article/18ayya7 Slicast en 2026-10-26T14:08:47.000Z MISO, the Midcontinent Independent System Operator, has set new reliability rules for data centers on its grid. https://slicast.com/zh/article/18ayya7 Slicast zh-cn 2026-10-26T14:08:47.000Z MISO（中部独立系统运营商）已为其电网上的数据中心制定新的可靠性规则。 https://slicast.com/ko/article/18ayya7 Slicast ko 2026-10-26T14:08:47.000Z MISO(미드컨티넌트 독립계통운영자)는 자사 전력망에 연결된 데이터센터를 대상으로 한 새로운 신뢰도 규정을 마련했다. https://slicast.com/article/qa6hjv Slicast en 2026-10-26T14:07:58.000Z Core42, the G42-linked cloud and AI services provider, has expanded its offerings to help customers keep sensitive data under 'sovereign' control. https://slicast.com/zh/article/qa6hjv Slicast zh-cn 2026-10-26T14:07:58.000Z 与G42相关的云服务与人工智能服务商Core42扩展了服务，帮助客户将敏感数据置于主权控制之下。 https://slicast.com/ko/article/qa6hjv Slicast ko 2026-10-26T14:07:58.000Z Core42, G42 계열의 클라우드 및 AI 서비스 제공업체는 고객이 민감한 데이터를 '주권(sovereign)' 통제하에 유지할 수 있도록 서비스 범위를 확대했다. https://slicast.com/article/1cvjzha Slicast en 2026-10-26T14:04:07.000Z GreentechLead compares the electricity consumption and cost of 1 GW AI data-center projects from Microsoft, Meta, Oracle, xAI and Google. https://slicast.com/zh/article/1cvjzha Slicast zh-cn 2026-10-26T14:04:07.000Z GreentechLead比较了微软、Meta、甲骨文、xAI和谷歌各自1吉瓦人工智能数据中心项目的用电量与电费成本。 https://slicast.com/ko/article/1cvjzha Slicast ko 2026-10-26T14:04:07.000Z GreentechLead는 Microsoft, Meta, Oracle, xAI, Google의 1GW급 AI 데이터센터 프로젝트를 대상으로 전력 소비량과 비용을 비교 분석합니다. https://slicast.com/article/1q7sr61 Slicast en 2026-10-26T14:03:56.000Z Anthropic filed for a US IPO, disclosing an $80 billion loss alongside rapid growth in its AI business. https://slicast.com/zh/article/1q7sr61 Slicast zh-cn 2026-10-26T14:03:56.000Z Anthropic 已提交美国 IPO 申请,披露其亏损达 800 亿美元,同时 AI 业务快速增长。 https://slicast.com/ko/article/1q7sr61 Slicast ko 2026-10-26T14:03:56.000Z Anthropic, 미국 IPO 신청서 제출… 800억 달러 손실 공개, AI 사업은 빠르게 성장 https://slicast.com/article/q32708 Slicast en 2026-10-26T14:02:38.000Z Singapore Data Center Market: Existing and Upcoming https://slicast.com/zh/article/q32708 Slicast zh-cn 2026-10-26T14:02:38.000Z 新加坡数据中心市场：现有及规划项目 https://slicast.com/ko/article/q32708 Slicast ko 2026-10-26T14:02:38.000Z 싱가포르 데이터센터 시장: 현황 및 향후 전망 https://slicast.com/article/12qryyh Slicast en 2026-10-26T14:01:27.000Z NextDC chief Scroggie is giving up his 2027 bonuses as the share sell-off deepens following a profit warning. https://slicast.com/zh/article/12qryyh Slicast zh-cn 2026-10-26T14:01:27.000Z NextDC首席Scroggie放弃2027年奖金，因利润预警后股价抛售持续加深。 https://slicast.com/ko/article/12qryyh Slicast ko 2026-10-26T14:01:27.000Z NextDC 최고경영자 Scroggie는 이익 경고 이후 주가 하락이 심화되면서 2027년 성과급을 포기하기로 했다. https://slicast.com/article/mpy78z Slicast en 2026-10-26T14:00:21.000Z A Chinese memory chipmaker has rejected Apple orders, according to Ecns.cn. https://slicast.com/zh/article/mpy78z Slicast zh-cn 2026-10-26T14:00:21.000Z 据Ecns.cn报道，一家中国存储芯片制造商拒绝了苹果的订单。 https://slicast.com/ko/article/mpy78z Slicast ko 2026-10-26T14:00:21.000Z 중국의 한 메모리 칩 제조업체가 Ecns.cn에 따르면 애플의 주문을 거절했다. https://slicast.com/article/1cy5mm6 Slicast en 2026-10-26T14:00:07.000Z S&P Global finds that batteries beat gas and diesel generation on data-centre costs. https://slicast.com/zh/article/1cy5mm6 Slicast zh-cn 2026-10-26T14:00:07.000Z 标普全球的研究认为，在数据中心成本方面，电池储能优于燃气和柴油发电。 https://slicast.com/ko/article/1cy5mm6 Slicast ko 2026-10-26T14:00:07.000Z S&P Global 분석에 따르면 데이터센터 운영 비용 측면에서 배터리가 가스 및 디젤 발전보다 유리한 것으로 나타났다. https://slicast.com/article/18xtcc1 Slicast en 2026-10-26T14:00:00.000Z Micron rejects the 4F2 approach and intends to use wafer bonding and High-NA EUV before moving to 3D NAND over the next few years. https://slicast.com/zh/article/18xtcc1 Slicast zh-cn 2026-10-26T14:00:00.000Z 美光科技拒绝了4F2方案，计划在未来几年转向三维NAND闪存之前，先采用晶圆键合与High-NA EUV技术推进下一代动态随机存取存储器。 https://slicast.com/ko/article/18xtcc1 Slicast ko 2026-10-26T14:00:00.000Z Micron는 4F2 방식을 채택하지 않기로 하고, 향후 몇 년 내 3D NAND로 전환하기 전까지 웨이퍼 본딩과 High-NA EUV를 활용할 계획이다. https://slicast.com/article/1xd6zeo Slicast en 2026-10-26T13:58:16.000Z Clean-energy groups and several states are opposing MISO's proposed fast-track study plan for colocated large loads and generation, arguing it lacks ratepayer protections and favors vertically integra https://slicast.com/zh/article/1xd6zeo Slicast zh-cn 2026-10-26T13:58:16.000Z 清洁能源团体和多个州反对MISO提出的大负荷与发电同址快速通道研究方案，认为其缺乏对电费承担者的保护，并偏袒垂直整合型公用事业公司。 https://slicast.com/ko/article/1xd6zeo Slicast ko 2026-10-26T13:58:16.000Z 청정에너지 단체들과 여러 주가 MISO가 제안한 공존형 대형 부하 및 발전설비에 대한 신속 검토(fast-track) 계획에 반대하고 있다. 이들은 해당 계획이 전기요금 납부자 보호 장치를 갖추지 못했고 수직통합형 전력회사에 유리하다고 주장한다. https://slicast.com/article/1fboae4 Slicast en 2026-10-26T13:57:23.000Z Bloomberg reports that a CoreWeave share rout is being read as a warning sign for the rest of the stock market. https://slicast.com/zh/article/1fboae4 Slicast zh-cn 2026-10-26T13:57:23.000Z 彭博社报道称，CoreWeave股价暴跌被视为整个股市的预警信号。 https://slicast.com/ko/article/1fboae4 Slicast ko 2026-10-26T13:57:23.000Z Bloomberg는 CoreWeave 주가 급락이 증시 전반에 대한 경고 신호로 해석되고 있다고 보도했다. https://slicast.com/article/1n9txjj Slicast en 2026-10-26T13:49:06.000Z A $3bn Mubbadrah AI data center project in Oman targets 400MW of computing capacity, with a separate BESS project in Oman also reported. https://slicast.com/zh/article/1n9txjj Slicast zh-cn 2026-10-26T13:49:06.000Z 阿曼一个价值30亿美元的Mubbadrah人工智能数据中心项目，目标算力容量为400兆瓦，同时另有一个阿曼的电池储能系统（BESS）项目。 https://slicast.com/ko/article/1n9txjj Slicast ko 2026-10-26T13:49:06.000Z 오만에 있는 30억 달러 규모의 Mubbadrah AI 데이터센터 프로젝트는 400MW의 컴퓨팅 용량을 목표로 하고 있으며, 오만 내 별도의 BESS 프로젝트도 보도되었다. https://slicast.com/article/e4g5b9 Slicast en 2026-10-26T13:47:44.000Z Micron posted a very strong quarter, yet its stock is plunging, according to The Globe and Mail. https://slicast.com/zh/article/e4g5b9 Slicast zh-cn 2026-10-26T13:47:44.000Z 据《环球邮报》报道，美光科技业绩非常强劲，但股价正在大幅下跌。 https://slicast.com/ko/article/e4g5b9 Slicast ko 2026-10-26T13:47:44.000Z 마이크론이 매우 강한 분기 실적을 발표했음에도 주가가 급락하고 있다고 글로브 앤드 메일이 보도했다. https://slicast.com/article/d3j837 Slicast en 2026-10-26T13:47:28.000Z GreentechLead compares 2026 to 2030 AI data-center electricity demand across Amazon, Microsoft, Google, Meta, Oracle and CoreWeave, ranking which needs the most power. https://slicast.com/zh/article/d3j837 Slicast zh-cn 2026-10-26T13:47:28.000Z GreentechLead比较了亚马逊、微软、谷歌、Meta、甲骨文和CoreWeave在2026至2030年间的人工智能数据中心用电需求，并排出用电量最大的企业。 https://slicast.com/ko/article/d3j837 Slicast ko 2026-10-26T13:47:28.000Z GreentechLead는 2026년과 2030년의 AI 데이터센터 전력 수요를 Amazon, Microsoft, Google, Meta, Oracle, CoreWeave를 대상으로 비교하며, 어느 기업이 가장 많은 전력을 필요로 하는지 순위를 매깁니다. https://slicast.com/article/117n7y3 Slicast en 2026-10-26T13:47:00.000Z BGR reports that data centers may have a frustrating effect on consumers' power bills. https://slicast.com/zh/article/117n7y3 Slicast zh-cn 2026-10-26T13:47:00.000Z BGR报道称，数据中心可能对消费者的电费账单造成令人不满的影响。 https://slicast.com/ko/article/117n7y3 Slicast ko 2026-10-26T13:47:00.000Z BGR은 데이터센터가 소비자의 전기요금에 불만스러운 영향을 미칠 수 있다고 보도했다. https://slicast.com/article/45cj7o Slicast en 2026-10-26T13:45:26.000Z Elon Musk warns that more than 200 AI companies could fail as debt funding dries up. https://slicast.com/zh/article/45cj7o Slicast zh-cn 2026-10-26T13:45:26.000Z 埃隆·马斯克警告称，随着债务融资枯竭，超过200家人工智能公司可能面临倒闭。 https://slicast.com/ko/article/45cj7o Slicast ko 2026-10-26T13:45:26.000Z 엘론 머스크는 부채 자금 조달이 말라붙으면서 200개가 넘는 AI 기업이 도산할 수 있다고 경고했다. https://slicast.com/article/1j8trm8 Slicast en 2026-10-26T13:44:57.000Z Anthropic's IPO filing discloses $430 billion of locked-in AI computing commitments, giving a rare first-hand view of frontier-lab compute obligations. https://slicast.com/zh/article/1j8trm8 Slicast zh-cn 2026-10-26T13:44:57.000Z Anthropic的首次公开募股申请文件披露，其已锁定的人工智能算力承诺达4300亿美元。 https://slicast.com/ko/article/1j8trm8 Slicast ko 2026-10-26T13:44:57.000Z Anthropic의 IPO 신청서는 4,300억 달러 규모의 확정된 AI 컴퓨팅 약정을 공개했으며, 이는 프런티어 연구소의 컴퓨팅 의무에 대한 보기 드문 직접적인 자료를 제공한다. https://slicast.com/article/1r4m5ya Slicast en 2026-10-26T13:42:07.000Z Environment+Energy Leader reports that 11 GW of clean energy got stuck in interconnection queues last year, and the backlog is getting worse. https://slicast.com/zh/article/1r4m5ya Slicast zh-cn 2026-10-26T13:42:07.000Z Environment+Energy Leader报道，去年有11吉瓦清洁能源卡在并网排队中，且情况正在恶化。 https://slicast.com/ko/article/1r4m5ya Slicast ko 2026-10-26T13:42:07.000Z Environment+Energy Leader에 따르면 지난해 11GW 규모의 청정에너지 프로젝트가 계통연계 대기열에 묶였으며, 적체 상황은 점점 악화되고 있다. https://slicast.com/article/r3eimk Slicast en 2026-10-26T13:42:07.000Z Environment+Energy Leader explains why 800V DC power architecture is reshaping AI data-center power distribution. https://slicast.com/zh/article/r3eimk Slicast zh-cn 2026-10-26T13:42:07.000Z Environment+Energy Leader解释了800V直流供电架构为何正在重塑人工智能数据中心的电力分配。 https://slicast.com/ko/article/r3eimk Slicast ko 2026-10-26T13:42:07.000Z Environment+Energy Leader, 800V DC 전력 아키텍처가 AI 데이터센터의 전력 분배 방식을 어떻게 바꾸고 있는지 설명하다. https://slicast.com/article/5e9uo Slicast en 2026-10-26T13:21:06.000Z Meta and SpaceX are both set to raise billions more to fund their artificial intelligence ambitions, according to The New York Times. https://slicast.com/zh/article/5e9uo Slicast zh-cn 2026-10-26T13:21:06.000Z 据《纽约时报》报道，Meta与SpaceX均将再募集数十亿美元，为其人工智能雄心提供资金。 https://slicast.com/ko/article/5e9uo Slicast ko 2026-10-26T13:21:06.000Z Meta와 SpaceX가 인공지능 사업 추진을 위해 각각 수십억 달러를 추가로 조달할 예정이라고 뉴욕타임스가 보도했다. https://slicast.com/article/174ik5t Slicast en 2026-10-26T13:11:08.000Z Anthropic has publicly filed for a US IPO. The filing shows rapid revenue growth alongside very large losses, reported at roughly $80bn over the period, and heavy compute and infrastructure commitment https://slicast.com/zh/article/174ik5t Slicast zh-cn 2026-10-26T13:11:08.000Z Anthropic 已公开提交美国 IPO 申请。招股文件显示其收入快速增长,但同期亏损规模极大,据报道约为 800 亿美元,同时承诺了大量算力及基础设施投入。 https://slicast.com/ko/article/174ik5t Slicast ko 2026-10-26T13:11:08.000Z Anthropic가 미국 IPO를 위한 공개 신고서를 제출했다. 신고서에 따르면 매출은 빠르게 성장했으나 해당 기간 손실은 약 800억 달러에 달했으며, 컴퓨팅 및 인프라에 대한 대규모 투자 약정도 확인된다. https://slicast.com/article/1aiqlkj Slicast en 2026-10-26T12:30:00.000Z Empery Digital Resumes Share Repurchases and Provides Update on Capital Allocation Priorities and Midwest Data Center Investment https://slicast.com/zh/article/1aiqlkj Slicast zh-cn 2026-10-26T12:30:00.000Z Empery Digital恢复股份回购，并更新资本配置优先事项及中西部数据中心投资情况 https://slicast.com/ko/article/1aiqlkj Slicast ko 2026-10-26T12:30:00.000Z Empery Digital, 주식 재매입 재개 및 자본 배분 우선순위와 중서부 데이터센터 투자 현황 업데이트 발표 https://slicast.com/article/1whxtxg Slicast en 2026-10-26T12:24:26.000Z SpaceX has entered a $40 billion financing deal with Apollo to fund AI chip purchases, per Reuters. https://slicast.com/zh/article/1whxtxg Slicast zh-cn 2026-10-26T12:24:26.000Z SpaceX据路透社报道,已与Apollo达成一项400亿美元的融资协议,用于资助AI芯片采购。 https://slicast.com/ko/article/1whxtxg Slicast ko 2026-10-26T12:24:26.000Z SpaceX가 AI 칩 구매 자금 조달을 위해 Apollo와 400억 달러 규모의 금융 계약을 체결했다고 Reuters가 보도했다. https://slicast.com/article/1glc8dx Slicast en 2026-10-26T12:00:00.000Z Vertiv Holdings Co files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1glc8dx Slicast zh-cn 2026-10-26T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/ko/article/1glc8dx Slicast ko 2026-10-26T12:00:00.000Z Vertiv Holdings Co, 8-K 제출: 공정공시규정(Regulation FD) 관련 공시 https://slicast.com/article/ja5axi Slicast en 2026-10-26T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/ja5axi Slicast zh-cn 2026-10-26T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/ja5axi Slicast ko 2026-10-26T12:00:00.000Z Meta Platforms, 424B5 목록 발행설명서(424B) 제출 https://slicast.com/article/onhbd5 Slicast en 2026-10-26T12:00:00.000Z APPLIED MATERIALS INC /DE files 8-K: other material event https://slicast.com/zh/article/onhbd5 Slicast zh-cn 2026-10-26T12:00:00.000Z APPLIED MATERIALS INC /DE 提交 8-K：重大事件 https://slicast.com/ko/article/onhbd5 Slicast ko 2026-10-26T12:00:00.000Z APPLIED MATERIALS INC /DE, 8-K 제출: 기타 중요 사건 https://slicast.com/article/z2gcmv Slicast en 2026-10-26T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/z2gcmv Slicast zh-cn 2026-10-26T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/ko/article/z2gcmv Slicast ko 2026-10-26T12:00:00.000Z Meta Platforms, 424B5 발행설명서(424B) 제출 https://slicast.com/article/qmv5os Slicast en 2026-10-26T11:59:00.000Z Data Center Coolant Distribution Units Market worth $10.02 billion by 2033 - Exclusive Report by MarketsandMarkets™ https://slicast.com/zh/article/qmv5os Slicast zh-cn 2026-10-26T11:59:00.000Z 数据中心冷却液分配单元市场到2033年将达$10.02 billion——MarketsandMarkets™独家报告 https://slicast.com/ko/article/qmv5os Slicast ko 2026-10-26T11:59:00.000Z 데이터센터 냉각수 분배장치(CDU) 시장, 2033년 100억 2천만 달러 규모 전망 - MarketsandMarkets™ 독점 보고서 https://slicast.com/article/718s26 Slicast en 2026-10-26T11:34:42.000Z Meta announced a stock offering of up to $95 billion to fund its AI infrastructure expansion, according to CNBC. https://slicast.com/zh/article/718s26 Slicast zh-cn 2026-10-26T11:34:42.000Z Meta 宣布将发行最多 950 亿美元的股票,用于为其 AI 基础设施扩张提供资金,据 CNBC 报道。 https://slicast.com/ko/article/718s26 Slicast ko 2026-10-26T11:34:42.000Z Meta, CNBC 보도에 따르면 AI 인프라 확장 자금 조달을 위해 최대 950억 달러 규모의 주식 발행을 발표했다. https://slicast.com/article/ldowe1 Slicast en 2026-10-26T11:25:00.000Z Texas has halted 17 data center permits and shut its permit portal. https://slicast.com/zh/article/ldowe1 Slicast zh-cn 2026-10-26T11:25:00.000Z 得克萨斯州已暂停批准17个数据中心许可，并关闭了其许可申请门户。 https://slicast.com/ko/article/ldowe1 Slicast ko 2026-10-26T11:25:00.000Z 텍사스가 데이터센터 허가 17건을 중단하고 허가 포털을 폐쇄했다. https://slicast.com/article/lquvlz Slicast en 2026-10-26T02:14:55.000Z NT Data Centres plans to run its campuses off-grid with a 1,038 MW gas-fired power plant, according to a tech-insider.org headline. The snippet is title-only, so the project's timeline and ownership a https://slicast.com/zh/article/lquvlz Slicast zh-cn 2026-10-26T02:14:55.000Z NT Data Centres 计划以一座 1,038 MW 燃气发电厂为其园区提供离网供电,这一信息来自 tech-insider.org 的一则标题。该摘要仅含标题,项目时间表与所有权尚未经证实。 https://slicast.com/ko/article/lquvlz Slicast ko 2026-10-26T02:14:55.000Z NT Data Centres는 1,038MW 규모의 가스 화력발전소로 캠퍼스를 계통에 의존하지 않고 운영할 계획이라고 tech-insider.org 헤드라인이 전했다. 해당 기사는 제목만 확인되어 프로젝트 일정과 소유 구조는 확인되지 않았다. https://slicast.com/article/1rxsjmx Slicast en 2026-10-26T02:12:19.000Z SpaceX has secured $40 billion in debt financing to buy AI semiconductors and GPUs, according to reports citing Musk, who also warned of a coming neocloud shakeout. https://slicast.com/zh/article/1rxsjmx Slicast zh-cn 2026-10-26T02:12:19.000Z SpaceX已获得400亿美元债务融资用于采购AI半导体和GPU,据援引马斯克的报道称,他还警告新型云(neocloud)行业即将迎来洗牌。 https://slicast.com/ko/article/1rxsjmx Slicast ko 2026-10-26T02:12:19.000Z SpaceX가 AI 반도체와 GPU 구매를 위해 400억 달러 규모의 부채 금융을 확보했다고 머스크를 인용한 보도들이 전했다. 머스크는 이와 함께 곧 닥칠 네오클라우드 업계의 구조조정을 경고했다. https://slicast.com/article/14khotc Slicast en 2026-10-26T02:05:50.000Z Elon Musk says SpaceX raised $40 billion in debt to buy GPUs, and he warned that neocloud operators face a shakeout. These are his own claims, reported secondhand. https://slicast.com/zh/article/14khotc Slicast zh-cn 2026-10-26T02:05:50.000Z Elon Musk表示,SpaceX为采购GPU筹集了400亿美元债务,并警告神云(neocloud)运营商将面临洗牌。以上均为其本人说法,属转述信息。 https://slicast.com/ko/article/14khotc Slicast ko 2026-10-26T02:05:50.000Z Elon Musk는 SpaceX가 GPU 구매를 위해 400억 달러의 부채를 조달했다고 밝혔으며, 뉴클라우드 사업자들이 구조조정에 직면할 것이라고 경고했다. 이는 그의 주장이며, 간접적으로 보도된 내용이다. https://slicast.com/article/nbpyzd Slicast en 2026-10-26T01:47:43.000Z OpenAI has secured a $30 billion funding round, according to a tech-insider.org headline. The source's snippet is title-only, so round details and investors are unconfirmed. https://slicast.com/zh/article/nbpyzd Slicast zh-cn 2026-10-26T01:47:43.000Z OpenAI已据tech-insider.org的一则标题报道完成300亿美元融资轮。该来源仅提供标题片段,融资细节及投资方尚未证实。 https://slicast.com/ko/article/nbpyzd Slicast ko 2026-10-26T01:47:43.000Z OpenAI, tech-insider.org 헤드라인에 따르면 300억 달러 규모의 투자 유치를 확보했다. 해당 출처의 스니펫은 제목만 포함하고 있어 투자 라운드의 세부 내용과 투자자는 확인되지 않았다. https://slicast.com/article/flb6w8 Slicast en 2026-10-25T23:18:20.000Z Elon Musk said SpaceX has secured $40 billion in debt financing to buy AI chips, and warned that neocloud providers could fail. https://slicast.com/zh/article/flb6w8 Slicast zh-cn 2026-10-25T23:18:20.000Z Elon Musk表示，SpaceX已获得400亿美元债务融资用于购买AI芯片，并警告neocloud服务商可能倒闭。 https://slicast.com/ko/article/flb6w8 Slicast ko 2026-10-25T23:18:20.000Z Elon Musk는 SpaceX가 AI 칩 매입을 위해 400억 달러 규모의 부채 금융을 확보했다고 밝혔으며, 뉴클라우드 사업자들이 파산할 수 있다고 경고했다. https://slicast.com/commentary/microsoft-2026-10-25 Slicast en 2026-10-25T21:26:08.866Z Microsoft Azure AI News, October 2026: Maia 300 Launch, $115.95B Capex, and UK Data Center Exit https://slicast.com/zh/commentary/microsoft-2026-10-25 Slicast zh-cn 2026-10-25T21:26:08.866Z 微软Azure AI动态，2026年10月：Maia 300发布、资本支出1159.5亿美元及退出英国项目 https://slicast.com/commentary/kla-2026-10-25 Slicast en 2026-10-25T21:18:06.183Z KLA Corporation Share Decline and Capex Cycle, October 2026 https://slicast.com/zh/commentary/kla-2026-10-25 Slicast zh-cn 2026-10-25T21:18:06.183Z KLA公司股价下跌与资本支出周期，2026年10月 https://slicast.com/commentary/tsmc-2026-10-25 Slicast en 2026-10-25T21:09:35.890Z TSMC Rare-Earth Equipment Supply Chain, October 2026 https://slicast.com/zh/commentary/tsmc-2026-10-25 Slicast zh-cn 2026-10-25T21:09:35.890Z 台积电无稀土设备供应链，2026年10月 https://slicast.com/commentary/nebius-2026-10-25 Slicast en 2026-10-25T20:33:44.089Z Nebius $3.5 Billion Citi Facility and GPU Pricing Strategy, October 2026 https://slicast.com/zh/commentary/nebius-2026-10-25 Slicast zh-cn 2026-10-25T20:33:44.089Z Nebius 35亿美元花旗融资与GPU定价策略，2026年10月