https://slicast.com/article/7iqask Slicast en 2026-10-30T15:30:00.000Z Anthropic has filed for an IPO, a major capital-markets event for one of the largest frontier AI labs. Coverage notes that rising risks have not yet slowed the broader AI buildout. https://slicast.com/zh/article/7iqask Slicast zh-cn 2026-10-30T15:30:00.000Z Anthropic已提交IPO申请,这是头部前沿AI实验室之一的重大资本市场事件。据报道,风险上升的情况尚未放缓整体AI基础设施建设。 https://slicast.com/ko/article/7iqask Slicast ko 2026-10-30T15:30:00.000Z Anthropic이 기업공개(IPO)를 신청했으며, 이는 주요 프런티어 AI 연구소 중 하나에게 중대한 자본시장 이벤트입니다. 보도에 따르면, 부상하는 리스크에도 불구하고 AI 인프라 확충은 아직 둔화되지 않은 것으로 나타났습니다. https://slicast.com/article/i3vydf Slicast en 2026-10-30T14:03:29.000Z Intel shares fell roughly 25–29% in a single session, on course for their worst day on record, after a weak outlook and a PC market slump overshadowed an earnings beat. The sell-off spread into a glob https://slicast.com/zh/article/i3vydf Slicast zh-cn 2026-10-30T14:03:29.000Z 英特尔股价单日下跌约25%–29%,有望创下历史最差单日表现。在业绩超预期的背景下,疲软的业绩指引和PC市场低迷成为主要压力,抛售随后蔓延为全球芯片股暴跌,戴尔、AMD和英伟达股价也出现下跌。各方报道对跌幅的具体数字说法不一。 https://slicast.com/ko/article/i3vydf Slicast ko 2026-10-30T14:03:29.000Z Intel 주가가 단일 거래일에 약 25~29% 하락하며 사상 최악의 하루를 향해 가고 있다. 실적은 예상치를 웃돌았지만 부진한 전망과 PC 시장 침체가 이를 가렸다. 매도세는 글로벌 반도체 급락으로 번졌고, Dell, AMD, Nvidia도 하락했다. 하락 폭은 보도마다 차이가 있다. https://slicast.com/article/1famxkc Slicast en 2026-10-30T12:15:00.000Z Reports describe a $63B Broadcom deal with Anthropic, a large custom-silicon and AI-compute contract. The source is a 24/7 Wall St. commentary piece, so the deal's exact terms are not confirmed in the https://slicast.com/zh/article/1famxkc Slicast zh-cn 2026-10-30T12:15:00.000Z 据报道，Anthropic与Broadcom（博通）达成一项630亿美元的大额定制芯片及AI算力合同。该信息来源为24/7 Wall St.的评论文章，因此该交易的具体条款在上述内容中未获证实。 https://slicast.com/ko/article/1famxkc Slicast ko 2026-10-30T12:15:00.000Z 보도에 따르면 Anthropic과 Broadcom 간 630억 달러 규모의 대형 맞춤형 실리콘 및 AI 컴퓨팅 계약이 체결된 것으로 전해졌다. 다만 해당 내용은 24/7 Wall St. 논평 기사에 기반하고 있어, 계약의 구체적인 조건은 확인되지 않았다. https://slicast.com/article/17zy6rd Slicast en 2026-10-30T09:30:00.000Z A deadly explosion at Intel's Fab 28 in Israel forces a two-week shutdown with an estimated $600 million cost. Server CPU shipments are expected to be affected for two consecutive quarters. https://slicast.com/zh/article/17zy6rd Slicast zh-cn 2026-10-30T09:30:00.000Z 英特尔以色列 Fab 28 工厂发生致命爆炸,导致为期两周的停产,预计损失约 6 亿美元。服务器 CPU 出货预计将在连续两个季度受到影响。 https://slicast.com/ko/article/17zy6rd Slicast ko 2026-10-30T09:30:00.000Z 인텔의 이스라엘 Fab 28 공장에서 발생한 치명적인 폭발로 인해 2주간의 가동 중단이 불가피해졌으며, 추정 피해액은 6억 달러에 달한다. 서버용 CPU 출하량은 2개 분기 연속 영향을 받을 것으로 예상된다. https://slicast.com/article/4kqa32 Slicast en 2026-10-30T09:26:57.000Z Core Scientific shareholders have rejected CoreWeave's roughly $9 billion acquisition bid a second time. https://slicast.com/zh/article/4kqa32 Slicast zh-cn 2026-10-30T09:26:57.000Z Core Scientific股东再次否决了CoreWeave约90亿美元的收购要约。 https://slicast.com/ko/article/4kqa32 Slicast ko 2026-10-30T09:26:57.000Z Core Scientific 주주들이 CoreWeave의 약 90억 달러 규모 인수 제안을 두 번째로 거부했다. https://slicast.com/article/cpc7on Slicast en 2026-10-29T21:12:00.000Z Malaysia intercepts advanced AI chips concealed in 30 servers at KLIA, suspected to evade export controls https://slicast.com/zh/article/cpc7on Slicast zh-cn 2026-10-29T21:12:00.000Z 马来西亚机场截获逾 $1200 万芯片,藏匿于 30 台服务器,疑似规避出口管制中转 https://slicast.com/ko/article/cpc7on Slicast ko 2026-10-29T21:12:00.000Z 말레이시아, 쿠알라룸푸르 국제공항(KLIA)에서 서버 30대에 숨겨진 첨단 AI 칩 적발… 수출 통제 회피 의혹 https://slicast.com/article/vmlz5q Slicast en 2026-10-29T21:11:00.000Z Beijing proposes export controls on 23 AI technologies as Chinese hyperscalers join the capex surge https://slicast.com/zh/article/vmlz5q Slicast zh-cn 2026-10-29T21:11:00.000Z 中国 11 大平台 Q2 2026 资本开支 $276 亿,同比 +91%;但出口管制草案重塑出海边界 https://slicast.com/ko/article/vmlz5q Slicast ko 2026-10-29T21:11:00.000Z 베이징, 중국 하이퍼스케일러의 설비투자 급증에 맞춰 AI 기술 23종 수출통제 제안 https://slicast.com/article/1uczisp Slicast en 2026-10-29T21:10:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-29T21:10:00.000Z Nvidia 锁定供应链:与 6 大供应商签署数十亿美元协议,Rubin 配备 HBM4 / 22 TB/s,Feynman 2028 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-29T21:10:00.000Z Nvidia, AI 가속기 공급망 구축에 자금 지원해 생산 능력 확보 https://slicast.com/article/1gcsrj3 Slicast en 2026-10-29T21:09:00.000Z Broadcom Redefines AI Infrastructure with Industry-Leading Networking Innovations at 2026 OCP Global Summit https://slicast.com/zh/article/1gcsrj3 Slicast zh-cn 2026-10-29T21:09:00.000Z Broadcom OCP Global Summit:Tomahawk 6 / Thor Ultra 800G / CPO 三合一亮相,主打 10 万 GPU 集群 https://slicast.com/ko/article/1gcsrj3 Slicast ko 2026-10-29T21:09:00.000Z Broadcom, 2026 OCP 글로벌 서밋에서 업계 최고 수준의 네트워킹 혁신으로 AI 인프라 재정의 https://slicast.com/article/x4ve28 Slicast en 2026-10-29T21:08:00.000Z TeraWulf Expands Muskie Campus to 1 GW, Accelerates Phase 2 to 2029 https://slicast.com/zh/article/x4ve28 Slicast zh-cn 2026-10-29T21:08:00.000Z TeraWulf Muskie 校园容量从 500 MW 扩至 1 GW,第二阶段提前至 2029 年 https://slicast.com/ko/article/x4ve28 Slicast ko 2026-10-29T21:08:00.000Z TeraWulf, Muskie 캠퍼스를 1GW로 확장하고 2단계 일정을 2029년으로 앞당겨 https://slicast.com/article/15dlagr Slicast en 2026-10-29T21:06:00.000Z China Proposes Export Curbs on 23 AI Items, Including Model Weights and Chip Designs https://slicast.com/zh/article/15dlagr Slicast zh-cn 2026-10-29T21:06:00.000Z 中国 MOFCOM 提议对 23 项 AI 技术实施出口管制,含 LLM 权重与 >2 万亿参数模型 https://slicast.com/ko/article/15dlagr Slicast ko 2026-10-29T21:06:00.000Z 중국, 모델 가중치·칩 설계 등 AI 품목 23개에 대한 수출 규제 방안 제시 https://slicast.com/article/l1a10n Slicast en 2026-10-29T21:05:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-10-29T21:05:00.000Z Musk "guppy-level death"警告:债市已几乎关闭对纯 AI 数据中心公司的融资 https://slicast.com/ko/article/l1a10n Slicast ko 2026-10-29T21:05:00.000Z Elon Musk, 네오클라우드 200여 곳이 '구피급 소멸' 위기에 처해 있다고 주장 https://slicast.com/article/5btn1d Slicast en 2026-10-29T21:04:00.000Z Anthropic files S-1 to list on Nasdaq as ANT: $16.3B revenue, $80.7B loss, $800B+ compute commitments https://slicast.com/zh/article/5btn1d Slicast zh-cn 2026-10-29T21:04:00.000Z Anthropic 递交 S-1:上半年营收 $163 亿、亏损 $807 亿,算力承诺合同超 $8000 亿 https://slicast.com/ko/article/5btn1d Slicast ko 2026-10-29T21:04:00.000Z Anthropic, 나스닥 상장 위해 S-1 제출… 티커 ANT, 매출 163억 달러, 손실 807억 달러, 컴퓨팅 약정 8,000억 달러 이상 https://slicast.com/article/19yyyqg Slicast en 2026-10-29T21:03:00.000Z Alphabet Q3 Earnings Miss Sinks Stock, Reignites AI Capex Fears https://slicast.com/zh/article/19yyyqg Slicast zh-cn 2026-10-29T21:03:00.000Z Alphabet Q3 2026:近四年首次"营收+利润双双不及预期",资本开支 $513 亿亦低于 $551 亿预期 https://slicast.com/ko/article/19yyyqg Slicast ko 2026-10-29T21:03:00.000Z Alphabet 3분기 실적 미달에 주가 하락, AI 설비투자 우려 재점화 https://slicast.com/commentary/baidu-2026-10-29 Slicast en 2026-10-29T21:01:39.928Z Baidu HKEX Dual-Primary Listing and AI Revenue Pivot, October 2026 https://slicast.com/zh/commentary/baidu-2026-10-29 Slicast zh-cn 2026-10-29T21:01:39.928Z 百度港交所双重主要上市与AI收入转型，2026年10月 https://slicast.com/article/hrpxpg Slicast en 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027 Earnings: Cloud Growth Accelerates to 30% as Capex Misses on Delayed Third-Party Capacity https://slicast.com/zh/article/hrpxpg Slicast zh-cn 2026-10-29T21:01:00.000Z Microsoft Q1 FY2027:资本开支 $452 亿低于预期 $507 亿,全年指引下修至 $1700 亿 https://slicast.com/ko/article/hrpxpg Slicast ko 2026-10-29T21:01:00.000Z Microsoft 2027 회계연도 1분기 실적: 클라우드 성장률 30%로 가속, 제3자 용량 지연으로 설비투자는 예상 밑돌아 https://slicast.com/article/apf4r5 Slicast en 2026-10-29T20:52:00.000Z ASIC is reportedly talking to bankers about the failed Firmus IPO, though no formal investigation has been opened yet. https://slicast.com/zh/article/apf4r5 Slicast zh-cn 2026-10-29T20:52:00.000Z 据报道，ASIC正在与投行人士就Firmus失败的首次公开募股进行沟通，但尚未启动正式调查。 https://slicast.com/ko/article/apf4r5 Slicast ko 2026-10-29T20:52:00.000Z ASIC은 실패한 Firmus IPO와 관련해 은행가들과 논의 중인 것으로 전해졌으나, 아직 공식 조사는 개시되지 않았다. https://slicast.com/commentary/iron-mountain-2026-10-29 Slicast en 2026-10-29T20:40:11.044Z Iron Mountain IRM: Saudi AI Compute Lease and Analyst Fair Value Upgrade, September 2026 https://slicast.com/zh/commentary/iron-mountain-2026-10-29 Slicast zh-cn 2026-10-29T20:40:11.044Z 铁山公司IRM：沙特AI算力租赁协议与分析师公允价值上调，2026年9月 https://slicast.com/commentary/google-2026-10-29 Slicast en 2026-10-29T20:30:00.456Z Google Cloud Stock, October 2026: A 12.6% Single-Session Drop Against a $513.9 Billion Backlog https://slicast.com/zh/commentary/google-2026-10-29 Slicast zh-cn 2026-10-29T20:30:00.456Z 谷歌云股价，2026年10月：单日跌幅12.6%，云服务积压合同达5139亿美元 https://slicast.com/brief/2026-10-30 Slicast en 2026-10-29T20:08:45.293Z Latest AI Infrastructure News: October 30, 2026 https://slicast.com/zh/brief/2026-10-30 Slicast zh-cn 2026-10-29T20:08:45.293Z AI 基础设施新闻早报 · 2026年10月30日 https://slicast.com/ko/brief/2026-10-30 Slicast ko 2026-10-29T20:08:45.293Z 최신 AI 인프라 뉴스 · 2026년 10월 30일 https://slicast.com/article/1ouzmi Slicast en 2026-10-29T19:52:05.000Z Eagle Point is providing $137.5 million in equipment financing to Energy Vault for power infrastructure serving AI data centers. https://slicast.com/zh/article/1ouzmi Slicast zh-cn 2026-10-29T19:52:05.000Z Eagle Point向Energy Vault提供1.375亿美元设备融资，用于人工智能数据中心的电力基础设施。 https://slicast.com/ko/article/1ouzmi Slicast ko 2026-10-29T19:52:05.000Z Eagle Point은 AI 데이터센터에 전력 인프라를 공급하는 Energy Vault에 1억 3,750만 달러 규모의 장비 금융을 제공합니다. https://slicast.com/article/ab7d8c Slicast en 2026-10-29T19:41:23.000Z Simply Wall St examines why Samsung Electronics (KOSE:A005930) is spending $1 billion on AI infrastructure. https://slicast.com/zh/article/ab7d8c Slicast zh-cn 2026-10-29T19:41:23.000Z Simply Wall St分析了三星电子（KOSE:A005930）为何在人工智能基础设施上投入10亿美元。 https://slicast.com/ko/article/ab7d8c Slicast ko 2026-10-29T19:41:23.000Z Simply Wall St가 삼성전자(KOSE:A005930)가 AI 인프라에 10억 달러를 투자하는 이유를 분석합니다. https://slicast.com/article/ofl94w Slicast en 2026-10-29T18:57:58.000Z Constellation has signed 20-year deals with Amazon and Google, a nuclear-power arrangement tied to data-center demand. https://slicast.com/zh/article/ofl94w Slicast zh-cn 2026-10-29T18:57:58.000Z Constellation与亚马逊、谷歌签署了为期20年的核电购电协议，服务于数据中心的负荷需求。 https://slicast.com/ko/article/ofl94w Slicast ko 2026-10-29T18:57:58.000Z Constellation은 Amazon 및 Google과 20년 계약을 체결했으며, 이는 데이터센터 수요와 연계된 원자력 발전 협약입니다. https://slicast.com/article/1eh01hs Slicast en 2026-10-29T18:53:54.000Z Synopsys has joined a Singapore consortium to improve cooling for data centers in tropical climates, combining engineering simulation, AI-assisted design, reduced-order modeling and physical testbed v https://slicast.com/zh/article/1eh01hs Slicast zh-cn 2026-10-29T18:53:54.000Z 新思科技加入新加坡一个财团，改进热带气候地区的数据中心冷却技术，将工程仿真、人工智能辅助设计、降阶建模与物理测试平台验证结合起来。 https://slicast.com/ko/article/1eh01hs Slicast ko 2026-10-29T18:53:54.000Z Synopsys가 열대 기후 지역 데이터센터의 냉각 성능 개선을 목표로 한 싱가포르 컨소시엄에 합류했다. 이번 협력은 엔지니어링 시뮬레이션, AI 기반 설계, 축소차수모델링(reduced-order modeling), 물리 테스트베드 검증을 결합한다. https://slicast.com/article/1fo835v Slicast en 2026-10-29T18:48:21.000Z Microsoft (MSFT) fiscal Q1 2027 earnings showed Azure surging 48% while the report flags growing energy concerns around AI. https://slicast.com/zh/article/1fo835v Slicast zh-cn 2026-10-29T18:48:21.000Z 微软（MSFT）2027财年第一季度财报显示，Azure增长48%，同时报道指出人工智能带来的能源担忧正在加剧。 https://slicast.com/ko/article/1fo835v Slicast ko 2026-10-29T18:48:21.000Z Microsoft(MSFT) 2027 회계연도 1분기 실적에서 Azure는 48% 급성장한 것으로 나타났으며, 보고서는 AI 관련 에너지 우려가 커지고 있다고 지적했다. https://slicast.com/article/dj0tcc Slicast en 2026-10-29T18:28:48.000Z Rival.io launched GraphX, which runs DeepSeek V4 Flash on just 8 NVIDIA L4 GPUs. https://slicast.com/zh/article/dj0tcc Slicast zh-cn 2026-10-29T18:28:48.000Z Rival.io推出GraphX，仅用8块英伟达L4图形处理器即可运行DeepSeek V4 Flash。 https://slicast.com/ko/article/dj0tcc Slicast ko 2026-10-29T18:28:48.000Z Rival.io가 GraphX를 출시했으며, 이 제품은 NVIDIA L4 GPU 8개만으로 DeepSeek V4 Flash를 구동합니다. https://slicast.com/article/1nwn0mm Slicast en 2026-10-29T18:13:09.000Z Gartner warns that $3.5 trillion in AI infrastructure spending could be at risk by 2030. https://slicast.com/zh/article/1nwn0mm Slicast zh-cn 2026-10-29T18:13:09.000Z 高德纳警告称，到2030年，3.5万亿美元的人工智能基础设施支出可能面临风险。 https://slicast.com/ko/article/1nwn0mm Slicast ko 2026-10-29T18:13:09.000Z Gartner는 2030년까지 3조 5천억 달러 규모의 AI 인프라 투자가 위험에 처할 수 있다고 경고했다. https://slicast.com/article/wxvx24 Slicast en 2026-10-29T17:56:59.000Z Bitcoin miners' AI revenue is projected to match their mining revenue by year-end. https://slicast.com/zh/article/wxvx24 Slicast zh-cn 2026-10-29T17:56:59.000Z 比特币矿企的人工智能收入预计将在年底前与挖矿收入持平。 https://slicast.com/ko/article/wxvx24 Slicast ko 2026-10-29T17:56:59.000Z 비트코인 채굴 기업들의 AI 매출이 연말까지 채굴 매출과 맞먹을 것으로 전망된다. https://slicast.com/article/1c3k89n Slicast en 2026-10-29T17:54:00.000Z EverWind has pivoted from a failed green ammonia project to a $10 billion AI data center in Nova Scotia. https://slicast.com/zh/article/1c3k89n Slicast zh-cn 2026-10-29T17:54:00.000Z EverWind由失败的绿氨项目转型，计划在新斯科舍省建设一座100亿美元的人工智能数据中心。 https://slicast.com/ko/article/1c3k89n Slicast ko 2026-10-29T17:54:00.000Z EverWind는 실패한 그린 암모니아 프로젝트에서 방향을 틀어 노바스코샤에 100억 달러 규모의 AI 데이터센터를 추진하고 있다. https://slicast.com/article/1p390kg Slicast en 2026-10-29T17:40:22.000Z GE Vernova has struck a $9 billion deal to buy high-voltage manufacturer Trench Group as gas turbine orders slow. https://slicast.com/zh/article/1p390kg Slicast zh-cn 2026-10-29T17:40:22.000Z GE Vernova以90亿美元收购高压设备制造商Trench Group，此时其燃气轮机订单正在放缓。 https://slicast.com/ko/article/1p390kg Slicast ko 2026-10-29T17:40:22.000Z GE Vernova, 고압 전력기기 제조사 Trench Group 인수를 위해 90억 달러 규모의 계약을 체결했다. 가스터빈 수주가 둔화되는 가운데 이뤄진 결정이다. https://slicast.com/article/klnndt Slicast en 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. https://slicast.com/zh/article/klnndt Slicast zh-cn 2026-10-29T17:34:41.000Z 康宁的利润因人工智能需求而大幅增长。 https://slicast.com/ko/article/klnndt Slicast ko 2026-10-29T17:34:41.000Z Corning's profit surged on AI demand. Corning, 이익 급증... AI 수요 덕분이다. Wait, correcting that to a clean translation: Corning의 이익이 AI 수요에 힘입어 급증했다. https://slicast.com/article/mmhtga Slicast en 2026-10-29T17:22:08.000Z NuScale Power rose 7% after announcing a manufacturing deal with Doosan. https://slicast.com/zh/article/mmhtga Slicast zh-cn 2026-10-29T17:22:08.000Z NuScale Power因与斗山达成制造协议而股价上涨7%。 https://slicast.com/ko/article/mmhtga Slicast ko 2026-10-29T17:22:08.000Z NuScale Power, Doosan과의 제조 계약 발표 후 주가가 7% 상승했다. https://slicast.com/article/19ah67x Slicast en 2026-10-29T17:21:14.000Z A Texas grid audit has stalled a $5 billion to $7 billion bond sale for an Anthropic data center. https://slicast.com/zh/article/19ah67x Slicast zh-cn 2026-10-29T17:21:14.000Z 得克萨斯州电网审计已推迟一笔与Anthropic数据中心相关的50亿至70亿美元债券发行。 https://slicast.com/ko/article/19ah67x Slicast ko 2026-10-29T17:21:14.000Z Texas 전력망 감사로 Anthropic 데이터센터에 대한 50억~70억 달러 규모 채권 발행이 지연되었다. https://slicast.com/article/rlpbif Slicast en 2026-10-29T17:10:52.000Z IREN's Spanish blueprint and refinanced GPUs barely moved the market, which remained fixated on hyperscaler budgets. https://slicast.com/zh/article/rlpbif Slicast zh-cn 2026-10-29T17:10:52.000Z IREN的西班牙项目蓝图与图形处理器再融资几乎没有推动股价，市场仍聚焦于超大规模云厂商的资本支出预算。 https://slicast.com/ko/article/rlpbif Slicast ko 2026-10-29T17:10:52.000Z IREN의 스페인 청사진과 재금융된 GPU는 시장에 거의 영향을 주지 못했으며, 시장은 여전히 하이퍼스케일러 예산에 주목하고 있었다. https://slicast.com/article/1rp6zze Slicast en 2026-10-29T17:10:00.000Z AI cloud stocks fell as Big Tech capex came in light, with Fastly down 6% and Oracle and Nebius each down 3%. https://slicast.com/zh/article/1rp6zze Slicast zh-cn 2026-10-29T17:10:00.000Z 随着科技巨头资本支出数据偏弱，人工智能云概念股下跌，Fastly下跌6%，甲骨文与Nebius各下跌3%。 https://slicast.com/ko/article/1rp6zze Slicast ko 2026-10-29T17:10:00.000Z AI 클라우드 주식은 빅테크의 설비투자(capex) 규모가 예상에 못 미치면서 하락했으며, Fastly는 6%, Oracle과 Nebius는 각각 3% 떨어졌다. https://slicast.com/article/17o7r70 Slicast en 2026-10-29T17:07:04.000Z A 700MW data center project has been proposed outside Lansing, Michigan, and local officials say they were blindsided by the proposal from a local economic development agency. https://slicast.com/zh/article/17o7r70 Slicast zh-cn 2026-10-29T17:07:04.000Z 密歇根州兰辛市郊外被提议建设一个700兆瓦的数据中心项目，当地官员称其对这一由地方经济发展机构提出的提案事先毫不知情。 https://slicast.com/ko/article/17o7r70 Slicast ko 2026-10-29T17:07:04.000Z 미시간주 랜싱 외곽에 700MW 규모의 데이터센터 프로젝트가 제안됐으며, 지역 공무원들은 지역 경제개발기관의 이번 제안에 대해 사전에 전혀 알지 못했다고 밝혔다. https://slicast.com/article/zq14xi Slicast en 2026-10-29T17:03:11.000Z In a report titled 'The 50-Gigawatt Test', SemiAnalysis sees a historic data center surge in 2027. https://slicast.com/zh/article/zq14xi Slicast zh-cn 2026-10-29T17:03:11.000Z SemiAnalysis在题为《50吉瓦考验》的报告中预计，2027年数据中心将迎来历史性的激增。 https://slicast.com/ko/article/zq14xi Slicast ko 2026-10-29T17:03:11.000Z 'The 50-Gigawatt Test'라는 제목의 보고서에서 SemiAnalysis는 2027년 데이터센터 투자가 역사적인 급증세를 보일 것으로 내다봤다. https://slicast.com/article/119jrly Slicast en 2026-10-29T17:01:15.000Z OneQode has leased 14MW from AdaniConneX in India, its first deployment in the country, with more planned. https://slicast.com/zh/article/119jrly Slicast zh-cn 2026-10-29T17:01:15.000Z OneQode已从AdaniConneX处在印度租用14兆瓦容量，这是其在印度的首个部署，后续还有更多计划。 https://slicast.com/ko/article/119jrly Slicast ko 2026-10-29T17:01:15.000Z OneQode는 인도에서 AdaniConneX로부터 14MW 규모의 시설을 임차했으며, 이는 인도 내 첫 번째 구축 사례이고 추가 구축도 계획되어 있다. https://slicast.com/article/ce4p56 Slicast en 2026-10-29T17:00:07.000Z China's CXMT is pushing ahead with mass production of HBM3E at 20–30% yields, though Samsung-style yield improvements will be difficult to achieve. https://slicast.com/zh/article/ce4p56 Slicast zh-cn 2026-10-29T17:00:07.000Z 长鑫存储（CXMT）正以20%至30%的良率推进HBM3E量产，但要复制三星式的良率提升将十分困难。 https://slicast.com/ko/article/ce4p56 Slicast ko 2026-10-29T17:00:07.000Z CXMT가 수율 20~30% 수준에서 HBM3E 양산을 추진하고 있으나, 삼성식 수율 개선은 달성하기 어려울 전망이다. https://slicast.com/article/8wca7w Slicast en 2026-10-29T16:56:03.000Z An analysis examines what hyperscale data centers mean for Minnesota's grid, water and land. https://slicast.com/zh/article/8wca7w Slicast zh-cn 2026-10-29T16:56:03.000Z 一篇分析文章探讨了超大规模数据中心对明尼苏达州电网、水资源和土地意味着什么。 https://slicast.com/ko/article/8wca7w Slicast ko 2026-10-29T16:56:03.000Z 하이퍼스케일 데이터센터가 미네소타의 전력망, 용수, 토지에 미치는 영향을 분석한 보고서이다. https://slicast.com/article/ne8bvl Slicast en 2026-10-29T16:51:06.000Z Texas Instruments has unveiled new chips it says target AI data-center bottlenecks, according to a stock-focused report. https://slicast.com/zh/article/ne8bvl Slicast zh-cn 2026-10-29T16:51:06.000Z 德州仪器据称推出了针对人工智能数据中心瓶颈的新芯片，相关消息见于一篇聚焦股价的报道。 https://slicast.com/ko/article/ne8bvl Slicast ko 2026-10-29T16:51:06.000Z Texas Instruments는 AI 데이터센터의 병목 현상 해소를 겨냥한 신규 칩을 공개했다고 밝혔다고 주식 전문 보도가 전했다. https://slicast.com/article/h6ve7j Slicast en 2026-10-29T16:50:01.000Z Nvidia used GTC Berlin to reframe its messaging for the European market, though commentators questioned whether the new message is convincing. https://slicast.com/zh/article/h6ve7j Slicast zh-cn 2026-10-29T16:50:01.000Z 英伟达在GTC柏林大会上重新调整了面向欧洲市场的信息传递，但业内评论质疑这套说法是否有说服力。 https://slicast.com/ko/article/h6ve7j Slicast ko 2026-10-29T16:50:01.000Z Nvidia는 GTC 베를린에서 유럽 시장을 겨냥해 메시지를 재구성했지만, 새로운 메시지가 설득력이 있는지에 대해서는 논평가들의 의문이 제기됐다. https://slicast.com/article/x6a1pb Slicast en 2026-10-29T16:47:34.000Z Nordic data center firm Heim has secured an investment from Omnes to fund its first projects in Finland. https://slicast.com/zh/article/x6a1pb Slicast zh-cn 2026-10-29T16:47:34.000Z 北欧数据中心企业Heim已获得Omnes的投资，将用于其在芬兰的首批项目。 https://slicast.com/ko/article/x6a1pb Slicast ko 2026-10-29T16:47:34.000Z Nordic 데이터센터 기업 Heim이 핀란드 첫 프로젝트 자금 조달을 위해 Omnes로부터 투자를 확보했다. https://slicast.com/article/ya5urf Slicast en 2026-10-29T16:44:06.000Z Enphase has advanced its AI data center power design with 900 V GaN switches. https://slicast.com/zh/article/ya5urf Slicast zh-cn 2026-10-29T16:44:06.000Z Enphase推出900伏氮化镓开关，推进其人工智能数据中心的电源设计。 https://slicast.com/ko/article/ya5urf Slicast ko 2026-10-29T16:44:06.000Z Enphase, 900 V GaN 스위치를 적용해 AI 데이터센터 전력 설계를 고도화했다. https://slicast.com/article/snh7w1 Slicast en 2026-10-29T16:42:00.000Z Vertiv beat third-quarter earnings expectations on robust sales growth and strong AI demand. https://slicast.com/zh/article/snh7w1 Slicast zh-cn 2026-10-29T16:42:00.000Z 维谛技术第三季度业绩超出预期，销售额强劲增长，人工智能需求旺盛。 https://slicast.com/ko/article/snh7w1 Slicast ko 2026-10-29T16:42:00.000Z Vertiv, 3분기 실적이 강력한 매출 성장과 AI 수요 호조에 힘입어 시장 예상치를 웃돌았다. https://slicast.com/article/1xzk8i7 Slicast en 2026-10-29T16:32:04.000Z A report explores whether home batteries can provide flexibility for data center power without curtailment. https://slicast.com/zh/article/1xzk8i7 Slicast zh-cn 2026-10-29T16:32:04.000Z 一份报告探讨了家用电池能否在不被削减发电的前提下，为数据中心电力提供灵活性。 https://slicast.com/ko/article/1xzk8i7 Slicast ko 2026-10-29T16:32:04.000Z 데이터센터 전력 수요에 대응하기 위해 출력 제한(커테일먼트) 없이 가정용 배터리가 유연성을 제공할 수 있는지 살펴본 보고서가 나왔다. https://slicast.com/article/1uxunhg Slicast en 2026-10-29T16:30:19.000Z Quantum DC canceled a community meeting in Australia over a 'credible bomb threat' concerning its proposed gigawatt-scale data center, which has already drawn local pushback. https://slicast.com/zh/article/1uxunhg Slicast zh-cn 2026-10-29T16:30:19.000Z Quantum DC因收到'可信炸弹威胁'而取消了其在澳大利亚的社区说明会，该项拟建的吉瓦级数据中心此前已遭遇当地反对。 https://slicast.com/ko/article/1uxunhg Slicast ko 2026-10-29T16:30:19.000Z Quantum DC는 제안된 기가와트급 데이터센터를 둘러싸고 이미 지역 주민들의 반발이 일고 있는 가운데, '신빙성 있는 폭발물 위협'을 이유로 호주에서 열릴 예정이던 주민 간담회를 취소했다. https://slicast.com/article/1ud0brm Slicast en 2026-10-29T16:26:51.000Z A DCD Studio episode with Allison Clements of ASG discusses evolving FERC regulations, managing large energy loads, grid interconnection and financial safeguards for data centers. https://slicast.com/zh/article/1ud0brm Slicast zh-cn 2026-10-29T16:26:51.000Z DCD Studio的一期节目邀请了ASG的Allison Clements，讨论FERC不断演变的监管规则、大型用电负荷管理、电网接入以及数据中心的财务保障措施。 https://slicast.com/ko/article/1ud0brm Slicast ko 2026-10-29T16:26:51.000Z DCD Studio의 에피소드에 ASG의 Allison Clements가 출연해 진화하는 FERC 규제, 대규모 에너지 부하 관리, 계통 연계(interconnection), 그리고 데이터센터를 위한 재무적 안전장치에 대해 논의한다. https://slicast.com/article/gfqu22 Slicast en 2026-10-29T16:18:00.000Z Teradyne's third-quarter earnings call highlighted AI demand and its 2027 growth plans. https://slicast.com/zh/article/gfqu22 Slicast zh-cn 2026-10-29T16:18:00.000Z 泰瑞达第三季度财报电话会议重点介绍了人工智能需求及其2027年增长规划。 https://slicast.com/ko/article/gfqu22 Slicast ko 2026-10-29T16:18:00.000Z 테라다인의 3분기 실적 발표 콘퍼런스 콜에서는 AI 수요와 2027년 성장 계획이 주요 내용으로 다뤄졌다. https://slicast.com/article/1lffvk9 Slicast en 2026-10-29T16:09:46.000Z Reuters reports that the AI data center boom is facing backlash at the US ballot box. https://slicast.com/zh/article/1lffvk9 Slicast zh-cn 2026-10-29T16:09:46.000Z 路透社报道称，美国选举投票层面正出现对人工智能数据中心热潮的反对声浪。 https://slicast.com/ko/article/1lffvk9 Slicast ko 2026-10-29T16:09:46.000Z Reuters는 AI 데이터센터 붐이 미국 선거에서 반발에 직면하고 있다고 보도했다. https://slicast.com/article/1e36vw8 Slicast en 2026-10-29T16:00:35.000Z Meta will buy 200,000 tons of low-carbon cement-associated credits from Fortera under a multi-year deal that supports development of Fortera's cement plant in Missouri. https://slicast.com/zh/article/1e36vw8 Slicast zh-cn 2026-10-29T16:00:35.000Z Meta将根据一项多年期协议，从Fortera购买20万吨低碳水泥相关信用额度，该协议将支持Fortera位于密苏里州的水泥工厂建设。 https://slicast.com/ko/article/1e36vw8 Slicast ko 2026-10-29T16:00:35.000Z Meta는 Fortera와 다년간 계약을 체결하고 저탄소 시멘트 관련 크레딧 20만 톤을 매입할 예정이며, 이번 계약은 미주리주에 위치한 Fortera의 시멘트 공장 개발을 지원합니다. https://slicast.com/article/1g1ckk5 Slicast en 2026-10-29T16:00:35.000Z Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents https://slicast.com/zh/article/1g1ckk5 Slicast zh-cn 2026-10-29T16:00:35.000Z 深入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 2026-10-29T16:00:35.000Z Into the Omniverse: 개발자들이 최첨단 AI 에이전트로 아이디어를 시뮬레이션으로 구현하는 방법 https://slicast.com/article/123ud3i Slicast en 2026-10-29T15:59:26.000Z Nvidia responded to a report from The Information that CEO Jensen Huang was targeted by a suspected Chinese informant, saying the diversion allegations were investigated and debunked. https://slicast.com/zh/article/123ud3i Slicast zh-cn 2026-10-29T15:59:26.000Z 英伟达回应了《The Information》的一篇报道，该报道称首席执行官黄仁勋曾被疑似中国线人盯上；公司表示，有关芯片转移的指控已经过调查并被驳斥。 https://slicast.com/ko/article/123ud3i Slicast ko 2026-10-29T15:59:26.000Z Nvidia는 CEO 젠슨 황이 중국 정보원의 표적이 되었다는 The Information의 보도에 대응하며, 우회 공급 의혹을 조사한 결과 사실이 아닌 것으로 밝혀졌다고 밝혔다. https://slicast.com/article/1eo7beb Slicast en 2026-10-29T15:43:05.000Z PowerBank has signed its first lease, a 2 MW data center in Ontario hosting around 500 NVIDIA GB300 GPUs. https://slicast.com/zh/article/1eo7beb Slicast zh-cn 2026-10-29T15:43:05.000Z PowerBank签下首份租约，租赁位于安大略省的2兆瓦数据中心，将承载约500块英伟达GB300图形处理器。 https://slicast.com/ko/article/1eo7beb Slicast ko 2026-10-29T15:43:05.000Z PowerBank가 첫 번째 임대 계약을 체결했다. 온타리오주에 위치한 2 MW 규모의 데이터센터로, 약 500개의 NVIDIA GB300 GPU를 수용한다. https://slicast.com/article/14nwc0i Slicast en 2026-10-29T15:40:20.000Z SpaceX is buying out 418 homes near its flagship AI data center, but only if the owners drop their participation in a lawsuit; the properties would house SpaceXSI staff while also giving residents who https://slicast.com/zh/article/14nwc0i Slicast zh-cn 2026-10-29T15:40:20.000Z SpaceX拟收购其旗舰人工智能数据中心附近的418套住房，但前提是业主撤回参与的诉讼；这些房屋将用于安置SpaceXSI员工，同时也让不愿住在数据中心附近的居民有机会出售房产。 https://slicast.com/ko/article/14nwc0i Slicast ko 2026-10-29T15:40:20.000Z SpaceX는 주력 AI 데이터센터 인근 주택 418채를 매입할 계획이지만, 소유주들이 소송 참여를 철회하는 경우에만 추진한다. 해당 주택은 SpaceXSI 직원들이 거주하는 데 활용되는 한편, 데이터센터 근처에 살고 싶지 않은 주민들에게는 매각 기회를 제공하게 된다. https://slicast.com/article/11ovxqt Slicast en 2026-10-29T15:38:02.000Z Marvell is reportedly nearing a megadeal for Lumentum as part of its AI push, according to Bloomberg. https://slicast.com/zh/article/11ovxqt Slicast zh-cn 2026-10-29T15:38:02.000Z 据彭博社报道，美满电子正接近一项与Lumentum的大型收购交易，以推进其人工智能业务布局。 https://slicast.com/ko/article/11ovxqt Slicast ko 2026-10-29T15:38:02.000Z Marvell는 AI 사업 강화의 일환으로 Lumentum과의 대형 인수 거래를 임박한 것으로 Bloomberg가 보도했다. https://slicast.com/article/2yg8wi Slicast en 2026-10-29T15:30:00.000Z Oracle plans to bill customers for every AI task on top of seat subscriptions, as it juggles more than $90BN in capex, mounting debt and a $225BN revenue goal for 2030. https://slicast.com/zh/article/2yg8wi Slicast zh-cn 2026-10-29T15:30:00.000Z 甲骨文计划在座位订阅之外，按每项人工智能任务向客户收费，同时要应对超过900亿美元的资本开支、不断攀升的债务以及2030年2250亿美元的营收目标。 https://slicast.com/ko/article/2yg8wi Slicast ko 2026-10-29T15:30:00.000Z Oracle는 대규모 자본 지출, 누적 부채, 2030년 2,250억 달러 매출 목표를 동시에 관리하는 가운데, 좌석 구독료에 더해 모든 AI 작업에 대해 고객에게 요금을 청구할 계획이다. https://slicast.com/article/wbfitd Slicast en 2026-10-29T15:25:25.000Z AI demand is absorbing printed circuit board manufacturing capacity once used to serve PC, smart device and gadget makers, with PCB order books reported full until 2030. https://slicast.com/zh/article/wbfitd Slicast zh-cn 2026-10-29T15:25:25.000Z 人工智能需求正在挤占过去为个人电脑、智能设备和消费电子厂商服务的印刷电路板产能，相关订单据报道已排至2030年。 https://slicast.com/ko/article/wbfitd Slicast ko 2026-10-29T15:25:25.000Z AI 수요가 과거 PC, 스마트 기기 및 가전 제조사에 공급하던 인쇄회로기판(PCB) 생산 능력을 흡수하고 있으며, PCB 수주 잔고가 2030년까지 가득 찼다는 보도가 나온다. https://slicast.com/article/ekp7ff Slicast en 2026-10-29T15:22:07.000Z Marwynn has signed an MoU with Grenada National Resort, a large-scale luxury tourism and real estate development, to plan an AI data center and solar farm in Grenada worth up to $500m. https://slicast.com/zh/article/ekp7ff Slicast zh-cn 2026-10-29T15:22:07.000Z Marwynn与Grenada National Resort（一个大型豪华旅游与房地产开发项目）签署了谅解备忘录，拟在格林纳达规划一个人工智能数据中心和太阳能农场，项目投资额最高可达5亿美元。 https://slicast.com/ko/article/ekp7ff Slicast ko 2026-10-29T15:22:07.000Z Marwynn은 대규모 고급 관광·부동산 개발사인 Grenada National Resort와 양해각서(MoU)를 체결하고, 그레나다에 최대 5억 달러 규모의 AI 데이터센터와 태양광 발전단지를 계획하기로 했다. https://slicast.com/article/1pwpd59 Slicast en 2026-10-29T15:21:25.000Z The BAAJA bill would give federal regulators a 'bigger hammer' to break transmission blocks, and Rep. Josh Harder, D-Calif., says its cost-sharing provisions are the most important part. https://slicast.com/zh/article/1pwpd59 Slicast zh-cn 2026-10-29T15:21:25.000Z BAAJA法案将赋予联邦监管机构更有力的工具来打破输电阻塞，众议员Josh Harder（加州民主党）表示，其中的成本分摊条款是最重要的部分。 https://slicast.com/ko/article/1pwpd59 Slicast ko 2026-10-29T15:21:25.000Z BAAJA 법안은 연방 규제당국에 송전 장벽을 허물 수 있는 '더 큰 망치'를 쥐여주는 내용이며, 조시 하더(Josh Harder) 민주당 하원의원(캘리포니아)은 이 법안의 비용 분담 조항이 가장 중요한 부분이라고 말했다. https://slicast.com/article/uxrpfm Slicast en 2026-10-29T15:21:00.000Z CLS raised its 2026 outlook as AI demand powers an aggressive 2027 ramp. https://slicast.com/zh/article/uxrpfm Slicast zh-cn 2026-10-29T15:21:00.000Z CLS上调2026年业绩展望，人工智能需求推动其2027年产能激进爬坡。 https://slicast.com/ko/article/uxrpfm Slicast ko 2026-10-29T15:21:00.000Z CLS, AI 수요에 힘입어 2026년 전망치 상향 조정... 2027년 공격적 확대 계획 https://slicast.com/article/1wfcfh4 Slicast en 2026-10-29T15:15:00.000Z Cerebras will bring its fast AI inference service to Oracle Cloud. https://slicast.com/zh/article/1wfcfh4 Slicast zh-cn 2026-10-29T15:15:00.000Z Cerebras将把其快速人工智能推理服务引入甲骨文云。 https://slicast.com/ko/article/1wfcfh4 Slicast ko 2026-10-29T15:15:00.000Z Cerebras, Oracle Cloud에 고속 AI 추론 서비스를 제공할 예정이다. https://slicast.com/article/1rb9yon Slicast en 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group has launched Cortex DC and targets 2GW of data center capacity in India, though few rollout details have been shared. https://slicast.com/zh/article/1rb9yon Slicast zh-cn 2026-10-29T15:14:22.000Z 综合企业Chatterjee Group推出Cortex DC，目标在印度建设2吉瓦的数据中心容量，但目前尚未公布太多部署细节。 https://slicast.com/ko/article/1rb9yon Slicast ko 2026-10-29T15:14:22.000Z Conglomerate Chatterjee Group가 Cortex DC를 출범시키고 인도에서 2GW 규모의 데이터센터 용량을 목표로 한다고 밝혔으나, 구체적인 구축 계획은 거의 공개되지 않았다. https://slicast.com/article/dzqqew Slicast en 2026-10-29T15:06:30.000Z Datatec Ltd (DTTLY) H1 2027 earnings call highlights say AI infrastructure demand is driving record performance. https://slicast.com/zh/article/dzqqew Slicast zh-cn 2026-10-29T15:06:30.000Z Datatec Ltd（DTTLY）2027财年上半年业绩电话会议要点显示，人工智能基础设施需求正推动其业绩创下纪录。 https://slicast.com/ko/article/dzqqew Slicast ko 2026-10-29T15:06:30.000Z Datatec Ltd (DTTLY) 2027년 상반기(H1) 실적 발표 콜 주요 내용에 따르면, AI 인프라 수요가 기록적인 실적을 견인하고 있습니다. https://slicast.com/article/1d7bthr Slicast en 2026-10-29T15:05:24.000Z AEP raised its investment plan 30% to $100B for generation and transmission, as its contracted large loads jumped 22% to 84 GW, mainly on a 10.4-GW data center in Ohio being developed by SB Energy. https://slicast.com/zh/article/1d7bthr Slicast zh-cn 2026-10-29T15:05:24.000Z AEP将发电与输电投资计划提高30%至1000亿美元，签约大型负荷增长22%至84吉瓦，主要来自由SB Energy开发的俄亥俄州10.4吉瓦数据中心。 https://slicast.com/ko/article/1d7bthr Slicast ko 2026-10-29T15:05:24.000Z AEP은 계약된 대규모 부하가 22% 증가한 84GW에 도달함에 따라 발전 및 송전 투자 계획을 30% 상향한 1,000억 달러로 확대했으며, 이는 주로 SB Energy가 개발 중인 오하이오주 10.4GW 규모 데이터센터에 기인합니다. https://slicast.com/article/zfkoj Slicast en 2026-10-29T15:05:14.000Z PG&E reports a marginal increase in its data center pipeline, with 240MW of it in the construction phase. https://slicast.com/zh/article/zfkoj Slicast zh-cn 2026-10-29T15:05:14.000Z PG&E称其数据中心项目储备仅小幅增加，其中240兆瓦处于建设阶段。 https://slicast.com/ko/article/zfkoj Slicast ko 2026-10-29T15:05:14.000Z PG&E는 데이터센터 파이프라인이 소폭 늘었다고 보고했으며, 이 중 240MW는 건설 단계에 있다. https://slicast.com/article/1x1rzjf Slicast en 2026-10-29T14:43:55.000Z Nebius has a 364-day credit line and a 50-megawatt option in Saudi Arabia, with the delivery question still unresolved. https://slicast.com/zh/article/1x1rzjf Slicast zh-cn 2026-10-29T14:43:55.000Z Nebius获得一条364天期的授信额度，并在沙特阿拉伯拥有一项50兆瓦的选择权，但交付时间问题仍未解决。 https://slicast.com/ko/article/1x1rzjf Slicast ko 2026-10-29T14:43:55.000Z Nebius는 사우디아라비아에서 364일 신용 한도와 50메가와트 옵션을 보유하고 있으나, 인도 관련 문제는 아직 해결되지 않았습니다. Wait, I need to correct that: the source says "delivery question," not India. Corrected translation: Nebius는 사우디아라비아에서 364 https://slicast.com/article/1dxbkaf Slicast en 2026-10-29T14:34:54.000Z The Sierra Club estimates that US data center buildouts could wipe out 15 years of greenhouse gas emissions progress by 2030. https://slicast.com/zh/article/1dxbkaf Slicast zh-cn 2026-10-29T14:34:54.000Z 塞拉俱乐部估计，到2030年，美国数据中心建设可能抵消其过去15年在温室气体减排方面取得的进展。 https://slicast.com/ko/article/1dxbkaf Slicast ko 2026-10-29T14:34:54.000Z 시에라 클럽은 미국의 데이터센터 구축으로 인해 2030년까지 온실가스 배출 감축 성과 15년치가 사라질 수 있다고 추정했다. https://slicast.com/article/1ouqol8 Slicast en 2026-10-29T14:30:17.000Z Cadence will bring AI-enabled electronic design automation, system design and analysis, and digital twin expertise to the DOE's AI-driven science initiative, the Genesis Mission. https://slicast.com/zh/article/1ouqol8 Slicast zh-cn 2026-10-29T14:30:17.000Z 楷登电子将为美国能源部人工智能驱动的科学计划Genesis Mission带来人工智能增强的电子设计自动化、系统设计与分析以及数字孪生方面的专业能力。 https://slicast.com/ko/article/1ouqol8 Slicast ko 2026-10-29T14:30:17.000Z Cadence는 AI 기반 전자설계자동화(EDA), 시스템 설계 및 분석, 디지털 트윈 전문성을 미국 에너지부(DOE)의 AI 주도 과학 이니셔티브인 Genesis Mission에 제공할 예정이다. https://slicast.com/article/mhcqn4 Slicast en 2026-10-29T14:24:52.000Z Google's share price slumped as AI data center build-out drove $9bn of negative cash flow, while the search and cloud giant said capex spending will continue as planned. https://slicast.com/zh/article/mhcqn4 Slicast zh-cn 2026-10-29T14:24:52.000Z 谷歌股价下跌，因人工智能数据中心建设导致其现金流为负90亿美元；该公司表示资本开支将按计划继续。 https://slicast.com/ko/article/mhcqn4 Slicast ko 2026-10-29T14:24:52.000Z Google의 주가는 AI 데이터센터 구축이 90억 달러의 마이너스 현금흐름을 초래하면서 하락했으며, 검색 및 클라우드 기업인 Google은 설비투자(capex) 지출을 계획대로 계속할 것이라고 밝혔다. https://slicast.com/article/byks57 Slicast en 2026-10-29T14:12:37.000Z Thailand will require data centre developers to pitch for power under new rules. https://slicast.com/zh/article/byks57 Slicast zh-cn 2026-10-29T14:12:37.000Z 泰国将根据新规，要求数据中心开发商就电力供应进行竞争性推介。 https://slicast.com/ko/article/byks57 Slicast ko 2026-10-29T14:12:37.000Z 태국은 새로운 규정에 따라 데이터센터 개발사들이 전력을 확보하기 위해 입찰에 참여하도록 요구할 예정이다. https://slicast.com/article/1k762z Slicast en 2026-10-29T14:11:54.000Z Victoria has published its Sustainable Data Centre Action Plan. https://slicast.com/zh/article/1k762z Slicast zh-cn 2026-10-29T14:11:54.000Z 维多利亚州发布了《可持续数据中心行动计划》。 https://slicast.com/ko/article/1k762z Slicast ko 2026-10-29T14:11:54.000Z Victoria 주정부가 지속가능한 데이터센터 실행계획(Sustainable Data Centre Action Plan)을 발표했다. https://slicast.com/article/4lwzaq Slicast en 2026-10-29T14:07:49.000Z US antitrust regulators are scrutinizing Nvidia's planned acquisition of Hugging Face and its sales practices, with the Justice Department looking into the open-source platform deal. https://slicast.com/zh/article/4lwzaq Slicast zh-cn 2026-10-29T14:07:49.000Z 美国反垄断监管机构正在审查英伟达拟收购抱抱脸一事及其销售行为，美国司法部正在调查这笔开源平台收购。 https://slicast.com/ko/article/4lwzaq Slicast ko 2026-10-29T14:07:49.000Z US 반독점 규제 당국은 Nvidia의 Hugging Face 인수 계획과 판매 관행을 검토하고 있으며, 법무부는 이 오픈소스 플랫폼 인수 건을 조사 중이다. https://slicast.com/article/1pd9292 Slicast en 2026-10-29T14:06:43.000Z Marvell shares fell 12% as investors balked at reported talks on a megadeal with Lumentum. https://slicast.com/zh/article/1pd9292 Slicast zh-cn 2026-10-29T14:06:43.000Z 据报道美满电子与Lumentum洽谈大额并购，投资者对此持谨慎态度，美满电子股价下跌12%。 https://slicast.com/ko/article/1pd9292 Slicast ko 2026-10-29T14:06:43.000Z Marvell 주가가 Lumentum과의 대형 인수합병 협상 보도에 투자자들이 부담을 느끼면서 12% 하락했다. https://slicast.com/article/14nf68c Slicast en 2026-10-29T14:04:49.000Z Gradian has opened a $60 million manufacturing plant in Dayton, Minnesota, adding US-based capacity for liquid cooling, a component AI data centers increasingly rely on for high-density racks. https://slicast.com/zh/article/14nf68c Slicast zh-cn 2026-10-29T14:04:49.000Z Gradian在Dayton, Minnesota开设了一座价值6000万美元的制造工厂，新增美国本土的液冷产能。 https://slicast.com/ko/article/14nf68c Slicast ko 2026-10-29T14:04:49.000Z Gradian가 미네소타주 데이턴에 6,000만 달러 규모의 제조 공장을 열고, AI 데이터센터가 고밀도 랙에 점점 더 많이 의존하는 부품인 액체 냉각 장치의 미국 내 생산 능력을 늘렸다. https://slicast.com/article/1q6tsx5 Slicast en 2026-10-29T14:00:08.000Z China's Iluvatar CoreX says its new GPU matches Nvidia's H200, narrowing the domestic chip gap. https://slicast.com/zh/article/1q6tsx5 Slicast zh-cn 2026-10-29T14:00:08.000Z 天数智芯（Iluvatar CoreX）称其新款图形处理器性能与英伟达H200相当，国产芯片差距正在缩小。 https://slicast.com/ko/article/1q6tsx5 Slicast ko 2026-10-29T14:00:08.000Z China의 Iluvatar CoreX는 자사의 신규 GPU가 Nvidia H200과 대등한 성능을 낸다고 밝히며, 국내 반도체 격차를 좁히고 있다고 말했다. https://slicast.com/article/11tlyhh Slicast en 2026-10-29T13:47:40.000Z Memory chipmakers are gaining pricing leverage as Apple, Nvidia and Qualcomm compete for memory supply during the AI boom. https://slicast.com/zh/article/11tlyhh Slicast zh-cn 2026-10-29T13:47:40.000Z 人工智能热潮使存储芯片厂商在定价上更具话语权，苹果、英伟达与高通正争夺有限的存储供应。 https://slicast.com/ko/article/11tlyhh Slicast ko 2026-10-29T13:47:40.000Z 메모리 반도체 업체들이 AI 붐 속에서 Apple, Nvidia, Qualcomm이 메모리 공급을 두고 경쟁하면서 가격 협상력을 키우고 있다. https://slicast.com/article/flsjpa Slicast en 2026-10-29T13:45:00.000Z Meta Platforms' reported $100 billion financing plan is seen as a boon for Broadcom, which supplies custom AI silicon. https://slicast.com/zh/article/flsjpa Slicast zh-cn 2026-10-29T13:45:00.000Z 据报道，Meta Platforms的1000亿美元融资计划将利好博通，博通为其提供定制人工智能芯片。 https://slicast.com/ko/article/flsjpa Slicast ko 2026-10-29T13:45:00.000Z Meta Platforms의 보고된 1,000억 달러 규모 자금 조달 계획은 맞춤형 AI 반도체를 공급하는 Broadcom에 호재로 평가된다. https://slicast.com/article/1xbcyuo Slicast en 2026-10-29T13:42:39.000Z Seagate says hyperscalers are showing strong interest in its HAMR drives. https://slicast.com/zh/article/1xbcyuo Slicast zh-cn 2026-10-29T13:42:39.000Z 希捷表示，超大规模云服务商对其HAMR硬盘兴趣浓厚。 https://slicast.com/ko/article/1xbcyuo Slicast ko 2026-10-29T13:42:39.000Z Seagate는 하이퍼스케일러들이 자사의 HAMR 드라이브에 강한 관심을 보이고 있다고 밝혔다. https://slicast.com/article/1htmmab Slicast en 2026-10-29T13:37:31.000Z Google's AI chip sales are lifting its cloud revenue while affecting its cash flow. https://slicast.com/zh/article/1htmmab Slicast zh-cn 2026-10-29T13:37:31.000Z 谷歌的人工智能芯片销售正在提升其云业务收入，同时对现金流产生影响。 https://slicast.com/ko/article/1htmmab Slicast ko 2026-10-29T13:37:31.000Z Google의 AI 칩 판매가 클라우드 매출을 끌어올리는 한편, 현금 흐름에는 부담을 주고 있다. https://slicast.com/article/27ot14 Slicast en 2026-10-29T13:31:07.000Z TDK launched 1000 V and 1500 V contactors for electric vehicles, DC fast charging and AI data center infrastructure. https://slicast.com/zh/article/27ot14 Slicast zh-cn 2026-10-29T13:31:07.000Z TDK推出用于电动汽车、直流快充和人工智能数据中心基础设施的1000 V和1500 V接触器。 https://slicast.com/ko/article/27ot14 Slicast ko 2026-10-29T13:31:07.000Z TDK는 전기차, 직류 급속충전, AI 데이터센터 인프라용 1000 V 및 1500 V 컨택터를 출시했다. https://slicast.com/article/1cfumqh Slicast en 2026-10-29T13:30:00.000Z PowerBank Announces First 2 MW Modular Data Center in Ontario with Potential Annual Lease Revenue of Approximately C$2 Million https://slicast.com/zh/article/1cfumqh Slicast zh-cn 2026-10-29T13:30:00.000Z PowerBank宣布在安大略省建成首个2 MW模块化数据中心,预计年租赁收入约为200万加元 https://slicast.com/ko/article/1cfumqh Slicast ko 2026-10-29T13:30:00.000Z PowerBank, 온타리오주 최초 2MW 규모 모듈형 데이터센터 발표… 연간 임대 수익 약 200만 캐나다달러 전망 https://slicast.com/article/40mrru Slicast en 2026-10-29T13:21:29.000Z The 5th Circuit Court of Appeals ruled that Texas can enforce restrictions on foreign-owned companies' grid access, rejecting an appeal by a Chinese-linked solar developer. https://slicast.com/zh/article/40mrru Slicast zh-cn 2026-10-29T13:21:29.000Z 美国第五巡回上诉法院裁定，Texas有权限制外资控股企业接入电网，驳回了一家与中国有关联的太阳能开发商的上诉。 https://slicast.com/ko/article/40mrru Slicast ko 2026-10-29T13:21:29.000Z 텍사스가 외국 자본 소유 기업의 전력망 접근에 대한 제한을 집행할 수 있다고 제5순회항소법원이 판결했으며, 중국 관련 태양광 개발사의 항소를 기각했다. https://slicast.com/article/1booo6i Slicast en 2026-10-29T13:09:52.000Z PsiQuantum unveiled Optical Circuit Switching technology built on a low-loss silicon photonics platform. https://slicast.com/zh/article/1booo6i Slicast zh-cn 2026-10-29T13:09:52.000Z PsiQuantum推出基于先进低损耗硅光子平台的光路交换技术。 https://slicast.com/ko/article/1booo6i Slicast ko 2026-10-29T13:09:52.000Z PsiQuantum은 저손실 실리콘 포토닉스 플랫폼을 기반으로 한 광회로 스위칭(Optical Circuit Switching) 기술을 공개했다. https://slicast.com/article/vlmuia Slicast en 2026-10-29T13:06:22.000Z AWWA releases new report to help water utilities evaluate data center development https://slicast.com/zh/article/vlmuia Slicast zh-cn 2026-10-29T13:06:22.000Z AWWA发布新报告,帮助水务公司评估数据中心建设 https://slicast.com/ko/article/vlmuia Slicast ko 2026-10-29T13:06:22.000Z AWWA, 수도 사업자의 데이터센터 개발 영향 평가를 돕는 신규 보고서 발간 https://slicast.com/article/1mkl8yk Slicast en 2026-10-29T13:04:23.000Z Sources say Alice Huang, a senior executive at an Nvidia cloud partner with close ties to Jensen Huang, is suspected of passing information to Beijing, and the New York Times reports US intelligence b https://slicast.com/zh/article/1mkl8yk Slicast zh-cn 2026-10-29T13:04:23.000Z 据消息人士称，英伟达云服务合作伙伴的高级管理人员Alice Huang与黄仁勋关系密切，被怀疑向北京传递信息；据《纽约时报》报道，美国情报机构认为中国间谍曾将英伟达首席执行官黄仁勋作为目标。 https://slicast.com/ko/article/1mkl8yk Slicast ko 2026-10-29T13:04:23.000Z Sources say Alice Huang, a senior executive at an Nvidia cloud partner with close ties to Jensen Huang, is suspected of passing information to Beijing, and the New York Times reports US intelligence b https://slicast.com/article/rdt8xt Slicast en 2026-10-29T13:00:16.000Z Slice Into GFN Thursday: ‘Phantom Blade Zero’ Launches on GeForce NOW https://slicast.com/zh/article/rdt8xt Slicast zh-cn 2026-10-29T13:00:16.000Z 切入GFN周四:《Phantom Blade Zero》登陆GeForce NOW https://slicast.com/ko/article/rdt8xt Slicast ko 2026-10-29T13:00:16.000Z Slice Into GFN Thursday: 'Phantom Blade Zero'가 GeForce NOW에 출시 https://slicast.com/article/fpy7om Slicast en 2026-10-29T13:00:02.000Z FirstEnergy's data center pipeline rose 5% to 26 GW in Q3, and two FirstEnergy utilities reserved combined cycle turbines for a 1.2 GW data center-focused project in West Virginia while issuing a soli https://slicast.com/zh/article/fpy7om Slicast zh-cn 2026-10-29T13:00:02.000Z FirstEnergy第三季度数据中心项目储备增长5%至26吉瓦；其两家公用事业子公司已为West Virginia一个1.2吉瓦、以数据中心为主的项目预订了联合循环燃气轮机，并发布了另一个新增项目的招标（原文截断）。 https://slicast.com/ko/article/fpy7om Slicast ko 2026-10-29T13:00:02.000Z FirstEnergy의 데이터센터 파이프라인은 3분기에 5% 증가한 26GW를 기록했으며, FirstEnergy 소속 두 개 전력회사는 웨스트버지니아주의 1.2GW 규모 데이터센터 중심 프로젝트를 위해 복합발전 터빈을 확보하고, 추가 프로젝트에 대한 입찰 공고를 냈다(원문이 잘려 세부 내용은 확인되지 않음). https://slicast.com/article/dnvlmk Slicast en 2026-10-29T13:00:00.000Z Eclypsium and NVIDIA Collaborate to Address Emerging AI Infrastructure Attack Surface and Strengthen AI Trust https://slicast.com/zh/article/dnvlmk Slicast zh-cn 2026-10-29T13:00:00.000Z Eclypsium与NVIDIA合作应对新兴AI基础设施攻击面,加强AI信任 https://slicast.com/ko/article/dnvlmk Slicast ko 2026-10-29T13:00:00.000Z Eclypsium, NVIDIA 협력으로 떠오르는 AI 인프라 공격 표면 대응 및 AI 신뢰성 강화 https://slicast.com/article/2m6zk7 Slicast en 2026-10-29T12:59:58.000Z Microsoft says its data centers can last 25 years, extending facility useful life, and reported Azure revenue for the first time alongside lower capex. https://slicast.com/zh/article/2m6zk7 Slicast zh-cn 2026-10-29T12:59:58.000Z 微软表示其数据中心可使用25年，并延长了设施的有效使用年限；同时首次单独披露Azure收入，资本开支有所下降。 https://slicast.com/ko/article/2m6zk7 Slicast ko 2026-10-29T12:59:58.000Z Microsoft는 자사 데이터센터의 수명이 25년에 이를 수 있다고 밝히며 시설의 유효 사용 기간을 늘리고 있다고 말했다. 아울러 설비투자(capex)는 줄어든 가운데 Azure 매출을 처음으로 함께 공개했다. https://slicast.com/article/1u0k2m6 Slicast en 2026-10-29T12:51:26.000Z IREN's Spain campus and $363 million refinancing face a November reckoning. https://slicast.com/zh/article/1u0k2m6 Slicast zh-cn 2026-10-29T12:51:26.000Z IREN位于Spain的园区与3.63亿美元的再融资面临11月的关键节点。 https://slicast.com/ko/article/1u0k2m6 Slicast ko 2026-10-29T12:51:26.000Z IREN의 스페인 캠퍼스와 3억 6,300만 달러 규모의 재융자가 11월 중대한 분수령을 맞이한다. https://slicast.com/article/3rvm8r Slicast en 2026-10-29T12:49:19.000Z The US Department of Justice is reportedly probing Nvidia's near $13 billion acquisition of Hugging Face over concerns it could hurt competition in AI. https://slicast.com/zh/article/3rvm8r Slicast zh-cn 2026-10-29T12:49:19.000Z 据报道，美国司法部正在调查英伟达近130亿美元收购Hugging Face一事，担心此举会损害人工智能领域的竞争。 https://slicast.com/ko/article/3rvm8r Slicast ko 2026-10-29T12:49:19.000Z 미국 법무부가 엔비디아의 약 130억 달러 규모 허깅페이스 인수와 관련해, AI 분야 경쟁을 저해할 우려가 있다는 이유로 조사에 착수한 것으로 전해졌다. https://slicast.com/article/vcw7fx Slicast en 2026-10-29T12:49:00.000Z Caterpillar beat earnings but still fell 9%, as investors questioned whether the AI power trade has peaked. https://slicast.com/zh/article/vcw7fx Slicast zh-cn 2026-10-29T12:49:00.000Z 卡特彼勒财报超预期，股价仍下跌9%，投资者对人工智能电力概念的热情似乎正在降温。 https://slicast.com/ko/article/vcw7fx Slicast ko 2026-10-29T12:49:00.000Z Caterpillar, 실적 상회에도 9% 하락... AI 전력 투자 열기 정점 논란 https://slicast.com/article/1q2msel Slicast en 2026-10-29T12:46:13.000Z Gemini 4 Carbon has topped leaderboards, but Google's earnings fell short, while trillion-dollar tech giants keep adding capital to the AI race. https://slicast.com/zh/article/1q2msel Slicast zh-cn 2026-10-29T12:46:13.000Z Gemini 4 Carbon登顶排行榜，但难掩谷歌财报表现不佳；多家万亿美元市值科技巨头仍在持续追加人工智能投入。 https://slicast.com/ko/article/1q2msel Slicast ko 2026-10-29T12:46:13.000Z Gemini 4 Carbon이 리더보드 1위에 올랐지만, Google의 실적은 기대에 미치지 못했다. 한편 조 달러 규모의 빅테크 기업들은 AI 경쟁에 자본을 계속 투입하고 있다. https://slicast.com/article/yeq0x8 Slicast en 2026-10-29T12:46:07.000Z Oracle and Google Cloud announced that Oracle Cloud Infrastructure will be the first hyperscaler outside Google to offer Google Tensor Processing Units (TPUs). https://slicast.com/zh/article/yeq0x8 Slicast zh-cn 2026-10-29T12:46:07.000Z 甲骨文与谷歌云宣布，Oracle Cloud Infrastructure（OCI）将成为谷歌之外首家提供谷歌张量处理单元（TPU）的超大规模云服务商。 https://slicast.com/ko/article/yeq0x8 Slicast ko 2026-10-29T12:46:07.000Z Oracle와 Google Cloud는 Oracle Cloud Infrastructure가 Google 외 최초의 하이퍼스케일러로서 Google Tensor Processing Unit(TPU)을 제공할 것이라고 발표했다. https://slicast.com/article/j3xl1e Slicast en 2026-10-29T12:20:37.000Z Cerebras announced a partnership with Oracle to accelerate AI inference workloads. https://slicast.com/zh/article/j3xl1e Slicast zh-cn 2026-10-29T12:20:37.000Z Cerebras宣布与甲骨文合作，加速人工智能推理工作负载。 https://slicast.com/ko/article/j3xl1e Slicast ko 2026-10-29T12:20:37.000Z Cerebras, Oracle와 파트너십 발표… AI 추론 워크로드 가속화 목표 https://slicast.com/article/1tf6ahe Slicast en 2026-10-29T12:20:04.000Z HSBC is seeking to hedge its data center debt exposure by buying credit risk insurance, according to Bloomberg. https://slicast.com/zh/article/1tf6ahe Slicast zh-cn 2026-10-29T12:20:04.000Z 汇丰据彭博社报道，正寻求通过信用风险保险对冲其数据中心债务敞口。 https://slicast.com/ko/article/1tf6ahe Slicast ko 2026-10-29T12:20:04.000Z HSBC는 블룸버그 보도에 따르면 데이터센터 관련 부채 익스포저를 헤지하기 위해 신용위험 보험을 매입하는 방안을 추진하고 있다. https://slicast.com/article/1vh2726 Slicast en 2026-10-29T12:20:00.000Z Tom's Hardware publishes a first attempt at a CPU benchmark that measures performance under agentic AI workloads. https://slicast.com/zh/article/1vh2726 Slicast zh-cn 2026-10-29T12:20:00.000Z 有媒体首次尝试设计基准测试，用于衡量智能体人工智能工作负载下中央处理器的性能。 https://slicast.com/ko/article/1vh2726 Slicast ko 2026-10-29T12:20:00.000Z Tom's Hardware가 에이전트형 AI 워크로드 환경에서의 CPU 성능을 측정하는 벤치마크의 첫 번째 시도를 공개했다. https://slicast.com/article/ik16s Slicast en 2026-10-29T12:18:00.000Z CXMT plans to begin mass production of HBM3E memory chips in late Q4 2026 despite reported abysmal yields. https://slicast.com/zh/article/ik16s Slicast zh-cn 2026-10-29T12:18:00.000Z 长鑫存储计划于2026年第四季度下旬量产HBM3E内存芯片，尽管报道称其良率极低。 https://slicast.com/ko/article/ik16s Slicast ko 2026-10-29T12:18:00.000Z CXMT는 보고된 저조한 수율에도 불구하고 2026년 4분기 말 HBM3E 메모리 칩의 양산을 시작할 계획이다. https://slicast.com/article/x5byzn Slicast en 2026-10-29T12:10:58.000Z Neocloud shares including CRWV, NBIS, IREN and APLD fell sharply, giving up their best week in over two months as AI capex worries tied to GOOGL and MSFT weighed on the group. https://slicast.com/zh/article/x5byzn Slicast zh-cn 2026-10-29T12:10:58.000Z 受GOOGL与MSFT人工智能资本支出担忧拖累，CRWV、NBIS、IREN与APLD等新云股票大幅下跌，结束了两个多月来最好的一周表现。 https://slicast.com/ko/article/x5byzn Slicast ko 2026-10-29T12:10:58.000Z CRWV, NBIS, IREN, APLD 등 네오클라우드 종목들이 급락했다. AI 설비투자(capex)를 둘러싼 우려가 GOOGL과 MSFT를 중심으로 번지면서 이들 종목은 두 달여 만에 최고의 한 주를 반납했다. https://slicast.com/article/2pu474 Slicast en 2026-10-29T12:08:49.000Z Lumentum shares jumped on a report of a possible merger between Lumentum and Marvell. https://slicast.com/zh/article/2pu474 Slicast zh-cn 2026-10-29T12:08:49.000Z 据报道Lumentum与Marvell可能合并，Lumentum股价随之大涨。 https://slicast.com/ko/article/2pu474 Slicast ko 2026-10-29T12:08:49.000Z Lumentum 주가는 Lumentum과 Marvell의 합병 가능성을 보도한 기사에 힘입어 급등했다. https://slicast.com/article/1i85set Slicast en 2026-10-29T12:00:00.000Z Hubbell says data-center purchases of electrical equipment are up 80% since 2025, and a temporary meter-component shortage should be fully resolved by year-end, per its third-quarter earnings report. https://slicast.com/zh/article/1i85set Slicast zh-cn 2026-10-29T12:00:00.000Z Hubbell表示，自2025年以来数据中心采购的电气设备增长80%，其第三季度财报中称，暂时性的电表组件短缺预计将于年底前完全缓解。 https://slicast.com/ko/article/1i85set Slicast ko 2026-10-29T12:00:00.000Z Hubbell은 3분기 실적 보고서에서 2025년 이후 데이터센터의 전기 장비 구매가 80% 증가했다고 밝혔으며, 일시적인 계량기 부품 부족은 연말까지 완전히 해소될 것으로 예상된다고 전했다. https://slicast.com/article/1aox6m4 Slicast en 2026-10-29T12:00:00.000Z Meta filed a 8-K with the SEC disclosing a material agreement. https://slicast.com/zh/article/1aox6m4 Slicast zh-cn 2026-10-29T12:00:00.000Z Meta 向 SEC 提交 8-K，披露重大协议。 https://slicast.com/ko/article/1aox6m4 Slicast ko 2026-10-29T12:00:00.000Z Meta가 중대한 계약을 공시하는 8-K 보고서를 SEC에 제출했다. https://slicast.com/article/1fe4ko0 Slicast en 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/1fe4ko0 Slicast zh-cn 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/ko/article/1fe4ko0 Slicast ko 2026-10-29T12:00:00.000Z DIGITAL REALTY TRUST, INC. 8-K 제출: 영업 실적, Regulation FD 공시 https://slicast.com/article/1hf6v48 Slicast en 2026-10-29T12:00:00.000Z KLA CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1hf6v48 Slicast zh-cn 2026-10-29T12:00:00.000Z KLA CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1hf6v48 Slicast ko 2026-10-29T12:00:00.000Z KLA CORP, 분기보고서(10-Q) 제출 https://slicast.com/article/1inldy2 Slicast en 2026-10-29T12:00:00.000Z Alphabet files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1inldy2 Slicast zh-cn 2026-10-29T12:00:00.000Z Alphabet 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1inldy2 Slicast ko 2026-10-29T12:00:00.000Z Alphabet 10-Q 분기 보고서 (10-Q) https://slicast.com/article/1ll8k4h Slicast en 2026-10-29T12:00:00.000Z INTEL CORP files 8-K: results of operations https://slicast.com/zh/article/1ll8k4h Slicast zh-cn 2026-10-29T12:00:00.000Z INTEL CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1ll8k4h Slicast ko 2026-10-29T12:00:00.000Z INTEL CORP, 8-K 제출: 영업 실적 https://slicast.com/article/ejsvr9 Slicast en 2026-10-29T12:00:00.000Z AMAZON COM INC files 8-K: results of operations https://slicast.com/zh/article/ejsvr9 Slicast zh-cn 2026-10-29T12:00:00.000Z AMAZON COM INC 提交 8-K：重大事件 https://slicast.com/ko/article/ejsvr9 Slicast ko 2026-10-29T12:00:00.000Z AMAZON COM INC, 8-K 제출: 영업 실적 https://slicast.com/article/rbt3vg Slicast en 2026-10-29T12:00:00.000Z MICROSOFT CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/rbt3vg Slicast zh-cn 2026-10-29T12:00:00.000Z MICROSOFT CORP 提交 424B2：招股说明书(424B) https://slicast.com/ko/article/rbt3vg Slicast ko 2026-10-29T12:00:00.000Z MICROSOFT CORP, 424B2 제출: 투자설명서(424B) https://slicast.com/article/1abkkio Slicast en 2026-10-29T11:46:27.000Z Data-centre load shifting is expected to cut peak power demand by 0.6 per cent, according to ET Datacenters. https://slicast.com/zh/article/1abkkio Slicast zh-cn 2026-10-29T11:46:27.000Z 数据中心负荷转移有望将峰值用电需求降低0.6%。 https://slicast.com/ko/article/1abkkio Slicast ko 2026-10-29T11:46:27.000Z 데이터센터 부하 이동으로 피크 전력 수요가 0.6% 감소할 것으로 예상된다고 ET Datacenters가 밝혔다. https://slicast.com/article/1u905c Slicast en 2026-10-29T11:43:00.000Z Corning reported solid third-quarter earnings and guidance as AI photonics stocks rallied. https://slicast.com/zh/article/1u905c Slicast zh-cn 2026-10-29T11:43:00.000Z 康宁第三季度财报及业绩指引表现稳健，同时人工智能光子概念股出现上涨。 https://slicast.com/ko/article/1u905c Slicast ko 2026-10-29T11:43:00.000Z Corning, 3분기 실적과 가이던스 발표… AI 포토닉스 관련주 강세 https://slicast.com/article/kse3zz Slicast en 2026-10-29T11:42:40.000Z Former Intel CEO Patrick Gelsinger has endorsed a new memory technology that he says could resolve a major AI chip bottleneck. https://slicast.com/zh/article/kse3zz Slicast zh-cn 2026-10-29T11:42:40.000Z 英特尔前首席执行官帕特·基辛格力挺一项新型内存技术，称其可解决人工智能芯片的一大瓶颈。 https://slicast.com/ko/article/kse3zz Slicast ko 2026-10-29T11:42:40.000Z Former Intel CEO Patrick Gelsinger has endorsed a new memory technology that he says could resolve a major AI chip bottleneck. Wait, I need to correct my output: the instruction is to translate into https://slicast.com/article/16yc4zg Slicast en 2026-10-29T11:40:00.000Z Fujifilm plans to increase production of its 100TB magnetic storage tape by up to 5x to meet newfound demand from AI data-center storage. https://slicast.com/zh/article/16yc4zg Slicast zh-cn 2026-10-29T11:40:00.000Z 富士胶片计划将100TB磁带产量提高至多5倍，以满足人工智能数据中心存储带来的新需求。 https://slicast.com/ko/article/16yc4zg Slicast ko 2026-10-29T11:40:00.000Z Fujifilm는 AI 데이터센터 스토리지 수요 급증에 대응하기 위해 100TB 자기 저장 테이프의 생산량을 최대 5배까지 늘릴 계획이다. https://slicast.com/article/jqjg3g Slicast en 2026-10-29T11:37:00.000Z NEXTDC (ASX:NXT) has signed record data-centre contracts, and analysts are assessing how fast they will convert into revenue. https://slicast.com/zh/article/jqjg3g Slicast zh-cn 2026-10-29T11:37:00.000Z NEXTDC（ASX:NXT）已签署创纪录的数据中心合同，市场正评估这些合同转化为收入的速度。 https://slicast.com/ko/article/jqjg3g Slicast ko 2026-10-29T11:37:00.000Z NEXTDC(ASX:NXT)는 기록적인 데이터센터 계약을 체결했으며, 애널리스트들은 이 계약이 얼마나 빠르게 매출로 전환될지 평가하고 있다. https://slicast.com/article/11dzbre Slicast en 2026-10-29T11:30:01.000Z Google and Microsoft have put off raising their capex forecasts, a delay CNBC describes as a snag in the AI buildout. https://slicast.com/zh/article/11dzbre Slicast zh-cn 2026-10-29T11:30:01.000Z 谷歌和微软推迟了上调资本支出预测，CNBC将此描述为人工智能建设的一个阻碍。 https://slicast.com/ko/article/11dzbre Slicast ko 2026-10-29T11:30:01.000Z Google과 Microsoft가 설비투자(capex) 전망 상향 조정을 미뤘으며, CNBC는 이를 AI 인프라 구축의 걸림돌로 보고 있다. https://slicast.com/article/3h38rn Slicast en 2026-10-29T11:30:00.000Z Anthropic's IPO filing shows it spent $8.9 billion on compute in the first half, with most going to R&D and less than a third estimated to serve Claude customers. https://slicast.com/zh/article/3h38rn Slicast zh-cn 2026-10-29T11:30:00.000Z Anthropic的IPO申请文件显示，其上半年89亿美元的算力支出中大部分用于研发，估计不到三分之一用于服务Claude客户。 https://slicast.com/ko/article/3h38rn Slicast ko 2026-10-29T11:30:00.000Z Anthropic의 IPO 신고서에 따르면 상반기 컴퓨팅 비용으로 89억 달러를 지출했으며, 대부분은 R&D에 투입되었고 Claude 고객 서비스에 쓰인 비중은 3분의 1 미만으로 추정된다. https://slicast.com/article/1mqvz4c Slicast en 2026-10-29T11:30:00.000Z Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027 https://slicast.com/zh/article/1mqvz4c Slicast zh-cn 2026-10-29T11:30:00.000Z Belden公布2026年第三季度创纪录业绩,并宣布与数据中心签订1亿$的2027年协议 https://slicast.com/ko/article/1mqvz4c Slicast ko 2026-10-29T11:30:00.000Z Belden, 2026년 3분기 사상 최대 실적 발표 및 2027년 1억 달러 규모 데이터센터 계약 체결 발표 https://slicast.com/article/1dduiqu Slicast en 2026-10-29T11:19:26.000Z SpaceX reportedly has locked in Nvidia Vera Rubin supply to support deals with Anthropic and Google. https://slicast.com/zh/article/1dduiqu Slicast zh-cn 2026-10-29T11:19:26.000Z 据报道，SpaceX已锁定英伟达Vera Rubin供应，用于支持其与Anthropic和谷歌的合作。 https://slicast.com/ko/article/1dduiqu Slicast ko 2026-10-29T11:19:26.000Z SpaceX는 Anthropic 및 Google과의 계약을 뒷받침하기 위해 Nvidia Vera Rubin 공급물량을 확보한 것으로 전해졌다. https://slicast.com/article/1wxhk49 Slicast en 2026-10-29T11:10:00.000Z Macquarie Technology (ASX:MAQ) is expanding its data-centre footprint while keeping a disciplined approach to funding. https://slicast.com/zh/article/1wxhk49 Slicast zh-cn 2026-10-29T11:10:00.000Z Macquarie Technology（ASX:MAQ）正在扩大数据中心布局，同时保持审慎的融资策略。 https://slicast.com/ko/article/1wxhk49 Slicast ko 2026-10-29T11:10:00.000Z Macquarie Technology (ASX:MAQ)는 자금 조달에 대한 원칙 있는 접근을 유지하면서 데이터센터 사업 범위를 확대하고 있다. https://slicast.com/article/17p7iri Slicast en 2026-10-29T11:00:11.000Z Opposition to data-center projects in Ohio is reshaping the midterm election debate. https://slicast.com/zh/article/17p7iri Slicast zh-cn 2026-10-29T11:00:11.000Z 俄亥俄州针对数据中心的反对情绪正在改写中期选举的议题格局。 https://slicast.com/ko/article/17p7iri Slicast ko 2026-10-29T11:00:11.000Z 오하이오주의 데이터센터 프로젝트에 대한 반대 여론이 중간선거의 쟁점 논의를 바꾸고 있다. https://slicast.com/article/te2bpi Slicast en 2026-10-29T10:59:34.000Z Marvell has proposed acquiring Lumentum, which moved optical-communications stocks in pre-market trading: MRVL fell more than 11%, LITE rose more than 4%, and COHR slipped 0.63%. https://slicast.com/zh/article/te2bpi Slicast zh-cn 2026-10-29T10:59:34.000Z Marvell 提议收购 Lumentum,此消息带动光通信板块盘前交易走势分化:MRVL 跌逾 11%,LITE 涨逾 4%,COHR 下跌 0.63%。 https://slicast.com/ko/article/te2bpi Slicast ko 2026-10-29T10:59:34.000Z Marvell가 Lumentum 인수를 제안하면서 시간외 거래에서 광통신 관련 주가가 움직였다. MRVL은 11% 넘게 하락했고, LITE는 4% 넘게 상승했으며, COHR은 0.63% 밀렸다. https://slicast.com/article/1psmw9c Slicast en 2026-10-29T10:17:13.000Z Naver has closed a $10 billion investment from Brookfield and Nvidia, funds that will go toward building out data centers and buying GPUs. https://slicast.com/zh/article/1psmw9c Slicast zh-cn 2026-10-29T10:17:13.000Z Naver已完成来自Brookfield和Nvidia的100亿美元投资,资金将用于建设数据中心和采购GPU。 https://slicast.com/ko/article/1psmw9c Slicast ko 2026-10-29T10:17:13.000Z 네이버가 브룩필드와 엔비디아로부터 100억 달러 규모의 투자를 유치했다. 이번 자금은 데이터센터 구축과 GPU 구매에 투입될 예정이다. https://slicast.com/commentary/d-matrix-2026-10-28 Slicast en 2026-10-28T21:14:29.415Z d-Matrix Squadron Compute Cluster, October 2026: From Single Chip to Data-Center Scale https://slicast.com/zh/commentary/d-matrix-2026-10-28 Slicast zh-cn 2026-10-28T21:14:29.415Z d-Matrix Squadron计算集群，2026年10月：从单芯片扩展至数据中心规模 https://slicast.com/article/1tivecr Slicast en 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 https://slicast.com/zh/article/1tivecr Slicast zh-cn 2026-10-28T21:11:00.000Z 全球基于 Chiplet 的 GPU 市场 2026–2031 年预测规模 $137.5 亿,CAGR 约 38% https://slicast.com/ko/article/1tivecr Slicast ko 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 Wait, I need to correct that: the translation should be in Korean. Here is the translation: 글로벌 칩렛 기반 GP https://slicast.com/article/u1ph1e Slicast en 2026-10-28T21:10:00.000Z Crusoe and Lancium Announce 1.0 Gigawatt AI Data Center Campus in Childress, Texas https://slicast.com/zh/article/u1ph1e Slicast zh-cn 2026-10-28T21:10:00.000Z Crusoe + Lancium 宣布德克萨斯州 1GW AI 数据中心园区,Q3 2026 动工 https://slicast.com/ko/article/u1ph1e Slicast ko 2026-10-28T21:10:00.000Z Crusoe와 Lancium, 텍사스주 칠드레스에 1.0기가와트 규모 AI 데이터센터 캠퍼스 발표 https://slicast.com/commentary/northern-data-2026-10-28 Slicast en 2026-10-28T21:09:33.067Z Northern Data Stake, October 2026: RUM Group Nears Full Control After Reported $13.7 Billion AI Deal https://slicast.com/zh/commentary/northern-data-2026-10-28 Slicast zh-cn 2026-10-28T21:09:33.067Z Northern Data持股比例，2026年10月：RUM集团在137亿美元AI交易后接近完全控制 https://slicast.com/article/1ob4kqd Slicast en 2026-10-28T21:09:00.000Z IREN to Release Q1 FY27 Results on November 5, 2026 https://slicast.com/zh/article/1ob4kqd Slicast zh-cn 2026-10-28T21:09:00.000Z IREN Q1 FY27 财报定于 11 月 5 日发布,分析师预测营收 $2.40 亿,AI Cloud 占比升至 80% https://slicast.com/ko/article/1ob4kqd Slicast ko 2026-10-28T21:09:00.000Z IREN, Q1 FY27 실적 발표 예정: 2026년 11월 5일 https://slicast.com/article/c74fhq Slicast en 2026-10-28T21:07:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-28T21:07:00.000Z 超大规模厂商 2026 年合计 capex 逼近 $7,250 亿,同比增幅约 79% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-28T21:07:00.000Z AI 투자 2026: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/von49b Slicast en 2026-10-28T21:06:00.000Z NVIDIA backs six chip suppliers in $279B push to break AI capacity bottleneck https://slicast.com/zh/article/von49b Slicast zh-cn 2026-10-28T21:06:00.000Z NVIDIA 在 GTC Berlin 与 6 家供应商签 $2,790 亿产能扩张协议,Amkor 封装增 300%、SPIL 光引擎增 15 倍 https://slicast.com/ko/article/von49b Slicast ko 2026-10-28T21:06:00.000Z NVIDIA, AI 생산 능력 병목 해소를 위해 칩 공급업체 6곳에 투자… 2,790억 달러 규모 https://slicast.com/article/1suu02s Slicast en 2026-10-28T21:04:00.000Z OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA https://slicast.com/zh/article/1suu02s Slicast zh-cn 2026-10-28T21:04:00.000Z OpenAI 据报道计划采购 Google TPU,Oracle 明年引入 TPU 云服务——NVIDIA 最大客户多元化加速 https://slicast.com/ko/article/1suu02s Slicast ko 2026-10-28T21:04:00.000Z OpenAI, 구글 TPU 구매 계획 보도…오라클, 2027년 클라우드에 TPU 도입으로 NVIDIA에 압박 https://slicast.com/article/10efzpn Slicast en 2026-10-28T21:03:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/10efzpn Slicast zh-cn 2026-10-28T21:03:00.000Z Musk 警告 200 家 neocloud "灭亡性并购",CRWV 跌 5%、IREN 跌 3%、NBIS 跌 2% https://slicast.com/ko/article/10efzpn Slicast ko 2026-10-28T21:03:00.000Z Elon Musk "neocloud 200여 곳, 구피 수준의 죽음에 직면" 발언 https://slicast.com/article/vcakin Slicast en 2026-10-28T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/vcakin Slicast zh-cn 2026-10-28T21:01:00.000Z Anthropic 提交 S-1,目标估值 $1.5–2T,H1 营收 $163 亿同比暴增逾 14 倍 https://slicast.com/ko/article/vcakin Slicast ko 2026-10-28T21:01:00.000Z Anthropic, 나스닥 IPO 신청서 제출… 기업가치 최대 2조 달러 목표 https://slicast.com/article/dwoygw Slicast en 2026-10-28T21:01:00.000Z NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development https://slicast.com/zh/article/dwoygw Slicast zh-cn 2026-10-28T21:01:00.000Z NIPSCO将通过数据中心建设为电力客户节省5750万$ https://slicast.com/ko/article/dwoygw Slicast ko 2026-10-28T21:01:00.000Z NIPSCO, 데이터센터 개발에 따른 전기 고객 5,750만 달러 절감 제공 예정 https://slicast.com/commentary/sk-hynix-2026-10-28 Slicast en 2026-10-28T20:46:22.017Z SK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 Billion https://slicast.com/zh/commentary/sk-hynix-2026-10-28 Slicast zh-cn 2026-10-28T20:46:22.017Z SK海力士订单，2026年10月：DRAM与HBM订单排至2029年，利润飙升至620亿美元 https://slicast.com/commentary/samsung-2026-10-28 Slicast en 2026-10-28T20:26:06.482Z Samsung vs SK Hynix: HBM Revenue Leadership, October 2026 https://slicast.com/zh/commentary/samsung-2026-10-28 Slicast zh-cn 2026-10-28T20:26:06.482Z 三星与SK海力士HBM收入主导权对比，2026年10月 https://slicast.com/commentary/iren-2026-10-28 Slicast en 2026-10-28T20:16:09.138Z IREN $363 Million Wingspire Financing, October 2026 https://slicast.com/zh/commentary/iren-2026-10-28 Slicast zh-cn 2026-10-28T20:16:09.138Z IREN：3.63亿美元Wingspire设备融资，2026年10月 https://slicast.com/brief/2026-10-29 Slicast en 2026-10-28T20:06:56.807Z Latest AI Infrastructure News: October 29, 2026 https://slicast.com/zh/brief/2026-10-29 Slicast zh-cn 2026-10-28T20:06:56.807Z AI 基础设施新闻早报 · 2026年10月29日 https://slicast.com/ko/brief/2026-10-29 Slicast ko 2026-10-28T20:06:56.807Z 최신 AI 인프라 뉴스 · 2026년 10월 29일