https://slicast.com/commentary/iren-2026-10-07 Slicast en 2026-10-07T20:56:25.737Z IREN Stock News, October 2026: AI Cloud Momentum Meets Capital Intensity Reckoning https://slicast.com/zh/commentary/iren-2026-10-07 Slicast zh-cn 2026-10-07T20:56:25.737Z IREN股票最新动态，2026年10月：AI云势头强劲，资本密度成最大考验 https://slicast.com/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast en 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China Gap https://slicast.com/zh/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast zh-cn 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung：AI存储供应、HBM定价权与技术差距 https://slicast.com/commentary/lambda-2026-10-07 Slicast en 2026-10-07T20:39:23.283Z Lambda Labs: $4 Billion Capital Raise and 2027 IPO, October 2026 https://slicast.com/zh/commentary/lambda-2026-10-07 Slicast zh-cn 2026-10-07T20:39:23.283Z Lambda Labs：40亿美元融资与2027年IPO计划，2026年10月 https://slicast.com/commentary/xai-2026-10-07 Slicast en 2026-10-07T20:31:21.195Z xAI Colossus Financing, October 2026: SpaceX Eyes $40 Billion Debt Raise for Nvidia GPUs https://slicast.com/zh/commentary/xai-2026-10-07 Slicast zh-cn 2026-10-07T20:31:21.195Z xAI Colossus融资，2026年10月：SpaceX拟举债400亿美元采购英伟达GPU https://slicast.com/brief/2026-10-08 Slicast en 2026-10-07T20:16:12.128Z Latest AI Infrastructure News: October 8, 2026 https://slicast.com/zh/brief/2026-10-08 Slicast zh-cn 2026-10-07T20:16:12.128Z AI 基础设施新闻早报 · 2026年10月8日 https://slicast.com/ko/brief/2026-10-08 Slicast ko 2026-10-07T20:16:12.128Z 최신 AI 인프라 뉴스 · 2026년 10월 8일 https://slicast.com/article/flna8m Slicast en 2026-10-07T19:53:00.000Z Duke Energy protects customers from data center costs https://slicast.com/zh/article/flna8m Slicast zh-cn 2026-10-07T19:53:00.000Z 杜克能源为客户降低数据中心成本 https://slicast.com/article/1h2z5nc Slicast en 2026-10-07T19:36:30.000Z GE Vernova's dividend announcement refocuses market attention on its valuation as an AI power infrastructure supplier. https://slicast.com/zh/article/1h2z5nc Slicast zh-cn 2026-10-07T19:36:30.000Z GE Vernova分红公告将市场关注重新集中在其作为AI电力基础设施供应商的估值上。 https://slicast.com/article/7l2rmh Slicast en 2026-10-07T19:31:17.000Z A $15 billion Australian data center project faces community opposition over power consumption equivalent to supplying 1 million homes. https://slicast.com/zh/article/7l2rmh Slicast zh-cn 2026-10-07T19:31:17.000Z 一个价值150亿美元的澳大利亚数据中心项目因功耗相当于供应100万户家庭而面临社区反对。 https://slicast.com/article/1ug6oh8 Slicast en 2026-10-07T19:24:43.000Z Hunter Point's CEO flagged data center overbuilding risk amid aggressive AI capex cycles. https://slicast.com/zh/article/1ug6oh8 Slicast zh-cn 2026-10-07T19:24:43.000Z Hunter Point首席执行官在激进AI资本支出周期中标示数据中心过度建设风险。 https://slicast.com/article/1htpr2r Slicast en 2026-10-07T18:45:28.000Z NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI Agents https://slicast.com/zh/article/1htpr2r Slicast zh-cn 2026-10-07T18:45:28.000Z NVIDIA、微软用RTX Spark和AI Agent开启Windows PC新篇章 https://slicast.com/article/ox9t11 Slicast en 2026-10-07T18:42:51.000Z HPE announced the first HPE ProLiant Gen13 servers powered by 6th Generation AMD EPYC processors for enterprise AI workloads. https://slicast.com/zh/article/ox9t11 Slicast zh-cn 2026-10-07T18:42:51.000Z HPE宣布首款采用第6代AMD EPYC处理器的HPE ProLiant Gen13服务器用于企业AI工作负载。 https://slicast.com/article/1n00zyn Slicast en 2026-10-07T18:32:37.000Z Ten Australian local councils are advancing mega data center developments across their jurisdictions. https://slicast.com/zh/article/1n00zyn Slicast zh-cn 2026-10-07T18:32:37.000Z 澳大利亚十个地方议会正在各自的管辖范围内推进大型数据中心开发。 https://slicast.com/article/1t5vln7 Slicast en 2026-10-07T18:32:00.000Z Data Center Virtualization Market to Reach $60.90 Billion by 2035 as Multi-Hypervisor and Kubernetes-Native Adoption Reshape Enterprise Infrastructure https://slicast.com/zh/article/1t5vln7 Slicast zh-cn 2026-10-07T18:32:00.000Z 数据中心虚拟化市场2035年达$60.90亿，多超管理程序和Kubernetes原生应用重塑企业基础设施 https://slicast.com/article/1xt7gi5 Slicast en 2026-10-07T18:27:32.000Z Australian data center company Firmus listed at a blockbuster $43 billion valuation in its IPO. https://slicast.com/zh/article/1xt7gi5 Slicast zh-cn 2026-10-07T18:27:32.000Z 澳大利亚数据中心公司Firmus以430亿美元的估值完成IPO上市。 https://slicast.com/article/gx0xzu Slicast en 2026-10-07T18:27:00.000Z NVIDIA-backed Lambda Labs seeks a $4 billion funding round at a soaring valuation, targeting a 2027 IPO to compete with CoreWeave, IREN, and Nebius in the GPU cloud market. https://slicast.com/zh/article/gx0xzu Slicast zh-cn 2026-10-07T18:27:00.000Z 英伟达支持的Lambda Labs寻求40亿美元融资，目标2027年IPO，与CoreWeave、IREN和Nebius竞争GPU云市场。 https://slicast.com/article/47ct2o Slicast en 2026-10-07T18:25:00.000Z Texas power grid strain is emerging as a practical constraint on AI data center growth and expansion in the region. https://slicast.com/zh/article/47ct2o Slicast zh-cn 2026-10-07T18:25:00.000Z 德州电力网压力成为限制AI数据中心增长的实际约束。 https://slicast.com/article/186wvay Slicast en 2026-10-07T18:14:35.000Z A policy analysis outlines export-control and 'Tech West' strategy for rebuilding AI infrastructure resilience outside China. https://slicast.com/zh/article/186wvay Slicast zh-cn 2026-10-07T18:14:35.000Z 政策分析概述出口管制和'科技西方'战略，以在中国外重建AI基础设施韧性。 https://slicast.com/article/16zwwod Slicast en 2026-10-07T18:14:20.000Z Elon Musk stated that TSMC will not manufacture Terafab, Tesla's AI chip complex. https://slicast.com/zh/article/16zwwod Slicast zh-cn 2026-10-07T18:14:20.000Z 埃隆·马斯克表示TSMC不会代工Terafab即特斯拉的AI芯片项目。 https://slicast.com/article/1ngld4l Slicast en 2026-10-07T18:11:58.000Z Data center operators in São Paulo have secured dedicated access to Brazil's power grid infrastructure. https://slicast.com/zh/article/1ngld4l Slicast zh-cn 2026-10-07T18:11:58.000Z 圣保罗的数据中心运营商已获得巴西电力网的专用接入权。 https://slicast.com/article/qvi6om Slicast en 2026-10-07T18:02:20.000Z Applied Digital stock dropped 5.7% ahead of its earnings report. https://slicast.com/zh/article/qvi6om Slicast zh-cn 2026-10-07T18:02:20.000Z Applied Digital股价在盈利报告前下跌5.7%。 https://slicast.com/article/raknn6 Slicast en 2026-10-07T17:46:53.000Z SpaceX is raising $40 billion in debt to fund NVIDIA chips for its Colossus AI data center. https://slicast.com/zh/article/raknn6 Slicast zh-cn 2026-10-07T17:46:53.000Z SpaceX融资400亿美元债券，用于Colossus AI数据中心采购英伟达芯片。 https://slicast.com/article/txb9tb Slicast en 2026-10-07T17:44:47.000Z Wells Fargo maintains an Overweight rating on AI/HPC infrastructure operators ahead of debt capital raises. https://slicast.com/zh/article/txb9tb Slicast zh-cn 2026-10-07T17:44:47.000Z Wells Fargo在AI/HPC基础设施运营商进行债务融资前维持增持评级。 https://slicast.com/article/1ddf6ta Slicast en 2026-10-07T17:41:47.000Z ARM and Marvell Technology show diverging revenue trajectories in the AI chip market. https://slicast.com/zh/article/1ddf6ta Slicast zh-cn 2026-10-07T17:41:47.000Z ARM和Marvell Technology在AI芯片市场中表现出不同的收益轨迹。 https://slicast.com/article/1s507dx Slicast en 2026-10-07T17:35:03.000Z Goodman Group faces community resistance to a 3 trillion yen (~$20 billion) data center development in Tsukuba, Japan. https://slicast.com/zh/article/1s507dx Slicast zh-cn 2026-10-07T17:35:03.000Z Goodman集团在日本筑波市面临3万亿日元（约200亿美元）数据中心项目的社区反对。 https://slicast.com/article/120dpvh Slicast en 2026-10-07T17:30:00.000Z US export controls on advanced AI chips cost Huawei an estimated $70 billion in foregone revenue. https://slicast.com/zh/article/120dpvh Slicast zh-cn 2026-10-07T17:30:00.000Z 美国对先进AI芯片的出口管制使华为损失约700亿美元的预期收入。 https://slicast.com/article/vy3cxd Slicast en 2026-10-07T17:28:38.000Z Applied Digital earnings preview expects losses despite a multi-quarter streak of beat expectations. https://slicast.com/zh/article/vy3cxd Slicast zh-cn 2026-10-07T17:28:38.000Z Applied Digital盈利指引预期亏损，尽管公司连续多个季度超预期。 https://slicast.com/article/q5c6bl Slicast en 2026-10-07T17:19:42.000Z SK Hynix stock declined 2.8% despite AMD's announcement of multi-generation HBM supply commitments. https://slicast.com/zh/article/q5c6bl Slicast zh-cn 2026-10-07T17:19:42.000Z 尽管AMD宣布多代HBM供应承诺，SK海力士股价下跌2.8%。 https://slicast.com/article/ym8jhs Slicast en 2026-10-07T17:17:00.000Z Huawei's Ascend chips are replacing Nvidia's market dominance in China as the company reduces dependence on US technology due to export controls. https://slicast.com/zh/article/ym8jhs Slicast zh-cn 2026-10-07T17:17:00.000Z 华为的昇腾芯片正在取代英伟达在中国市场的主导地位，公司在出口管制下减少对美国技术的依赖。 https://slicast.com/article/1gimbvl Slicast en 2026-10-07T17:14:12.000Z AI data center energy demand is now driving a surge in new US gas power generation, reaching 60.4 gigawatts of capacity. https://slicast.com/zh/article/1gimbvl Slicast zh-cn 2026-10-07T17:14:12.000Z AI数据中心能源需求正在推动美国天然气发电激增，容量达到60.4吉瓦。 https://slicast.com/article/sncma5 Slicast en 2026-10-07T17:10:37.000Z Google has signed a power purchase agreement to acquire 507 megawatts of nuclear capacity in Finland. https://slicast.com/zh/article/sncma5 Slicast zh-cn 2026-10-07T17:10:37.000Z 谷歌与芬兰签署购电协议，购买507兆瓦核能容量。 https://slicast.com/article/ijl0me Slicast en 2026-10-07T16:43:04.000Z Energy giant RWE warns that surging data center power demand is forcing a critical policy question: who should fund grid infrastructure expansion to support this growth? https://slicast.com/zh/article/ijl0me Slicast zh-cn 2026-10-07T16:43:04.000Z 能源巨头RWE警告数据中心电力需求激增正在引发一个关键政策问题：谁应该资助电网基础设施扩张以支持这一增长？ https://slicast.com/article/du82g1 Slicast en 2026-10-07T16:32:30.000Z Apollo and multiple banks are structuring financing for SpaceX's $40 billion acquisition of Nvidia GPUs, likely for xAI's Colossus cluster. https://slicast.com/zh/article/du82g1 Slicast zh-cn 2026-10-07T16:32:30.000Z Apollo及多家银行正在为SpaceX购买40亿美元英伟达GPU提供融资结构，可能用于xAI的Colossus集群。 https://slicast.com/article/gdzlja Slicast en 2026-10-07T16:28:31.000Z Samsung's HBM4E memory chips have successfully completed testing and validation for Nvidia's next-generation Rubin Ultra GPU accelerators. https://slicast.com/zh/article/gdzlja Slicast zh-cn 2026-10-07T16:28:31.000Z 三星HBM4E内存芯片已成功通过英伟达下一代Rubin Ultra GPU加速器的测试和验证。 https://slicast.com/article/150f5zz Slicast en 2026-10-07T16:13:55.000Z Broadcom has announced a major financing initiative to supply custom AI chips for Anthropic, supporting Anthropic's compute buildout for frontier model training. https://slicast.com/zh/article/150f5zz Slicast zh-cn 2026-10-07T16:13:55.000Z Broadcom宣布为Anthropic提供定制AI芯片的重大融资计划，支持Anthropic的模型训练计算基础设施建设。 https://slicast.com/article/1uoqrff Slicast en 2026-10-07T16:10:56.000Z Uranium stocks rallied following news of Google's partnership with Constellation Energy to secure nuclear power for AI data center operations in Australia. https://slicast.com/zh/article/1uoqrff Slicast zh-cn 2026-10-07T16:10:56.000Z 在谷歌与Constellation Energy为澳大利亚AI数据中心运营保护核能的合作消息传出后，铀矿股飙升。 https://slicast.com/article/12t8fqi Slicast en 2026-10-07T16:10:15.000Z AirTrunk plans an additional $1 billion investment in its Inzai data center campus in Japan, bringing total planned Japan investment to approximately $30 billion. https://slicast.com/zh/article/12t8fqi Slicast zh-cn 2026-10-07T16:10:15.000Z AirTrunk计划对其位于稲敷的数据中心园区追加10亿美元投资，使其在日本的总计划投资达到约300亿美元。 https://slicast.com/article/merlds Slicast en 2026-10-07T16:08:24.000Z Pennsylvania is constructing 4.4 gigawatts of new gas-fired power generation capacity to support data center operations in the region. https://slicast.com/zh/article/merlds Slicast zh-cn 2026-10-07T16:08:24.000Z 宾夕法尼亚州正在建造4.4吉瓦新天然气发电容量以支持该地区的数据中心运营。 https://slicast.com/article/2wv0na Slicast en 2026-10-07T16:05:39.000Z Zankore, an AI data center operator, is seeking $6 billion in financing to fund expansion of its compute capacity infrastructure. https://slicast.com/zh/article/2wv0na Slicast zh-cn 2026-10-07T16:05:39.000Z AI数据中心运营商Zankore正在寻求60亿美元贷款以资助其计算容量基础设施的扩张。 https://slicast.com/article/11uqavf Slicast en 2026-10-07T15:53:24.000Z Texas has temporarily paused approvals for new data center projects due to concerns about remaining grid capacity and power availability in the state. https://slicast.com/zh/article/11uqavf Slicast zh-cn 2026-10-07T15:53:24.000Z 德克萨斯州因对电网容量和该州电力可用性的担忧而暂停了新数据中心项目的批准。 https://slicast.com/article/473km9 Slicast en 2026-10-07T15:49:33.000Z Navitas Semiconductor has completed its acquisition of Claros Infotech to expand its AI infrastructure power management and semiconductor portfolio. https://slicast.com/zh/article/473km9 Slicast zh-cn 2026-10-07T15:49:33.000Z 纳维塔斯半导体公司已完成对Claros Infotech的收购，以扩展其AI基础设施电源管理和半导体产品组合。 https://slicast.com/article/1076j5d Slicast en 2026-10-07T15:46:12.000Z Brookfield and AREP establish a partnership to develop AI data center infrastructure on powered land assets. https://slicast.com/zh/article/1076j5d Slicast zh-cn 2026-10-07T15:46:12.000Z Brookfield与AREP建立合作伙伴关系,在通电土地资产上开发AI数据中心基础设施。 https://slicast.com/article/1s5652a Slicast en 2026-10-07T15:45:56.000Z A new platform centralizes secure access management across 100+ global data center sites, reducing operational fragmentation. https://slicast.com/zh/article/1s5652a Slicast zh-cn 2026-10-07T15:45:56.000Z 新平台集中管理全球100多个数据中心站点的安全访问,减少运营碎片化。 https://slicast.com/article/llesxm Slicast en 2026-10-07T15:43:53.000Z HPE launches ProLiant Gen13 servers with AMD EPYC processors, targeting enterprise AI inference and agentic workloads with CPU-GPU balance. https://slicast.com/zh/article/llesxm Slicast zh-cn 2026-10-07T15:43:53.000Z 惠普推出搭载AMD EPYC处理器的ProLiant Gen13服务器,针对企业级AI推理和智能体工作负载,实现CPU-GPU平衡。 https://slicast.com/article/5fkvvd Slicast en 2026-10-07T15:40:06.000Z GE Vernova's data center orders represent only 20% of its order backlog, reflecting a diversified power generation business serving data centers and other industrial customers. https://slicast.com/zh/article/5fkvvd Slicast zh-cn 2026-10-07T15:40:06.000Z GE Vernova的数据中心订单仅占其订单积压的20%,反映其电力生成业务同时服务数据中心和其他工业客户的多元化格局。 https://slicast.com/article/rnmse6 Slicast en 2026-10-07T15:35:28.000Z Marvell projects its custom AI chip business reaching $12 billion annually, with a potential Google deal valued up to $120 billion. https://slicast.com/zh/article/rnmse6 Slicast zh-cn 2026-10-07T15:35:28.000Z Marvell预计其定制AI芯片业务达120亿美元,与Google的潜在交易价值高达1200亿美元。 https://slicast.com/article/hd25qj Slicast en 2026-10-07T15:34:00.000Z Firmus, a neocloud compute provider, encountered weak IPO demand and reduced share price targets. https://slicast.com/zh/article/hd25qj Slicast zh-cn 2026-10-07T15:34:00.000Z 新云计算提供商Firmus因IPO需求不足而下调股价目标。 https://slicast.com/article/1hg32hp Slicast en 2026-10-07T15:29:38.000Z CoreWeave leases 240 MW of GPU cloud capacity in Navi Mumbai through a partnership with AdaniConneX, expanding into India. https://slicast.com/zh/article/1hg32hp Slicast zh-cn 2026-10-07T15:29:38.000Z CoreWeave通过与AdaniConneX合作在纳维孟买租赁240MW的GPU云计算容量,进入印度市场。 https://slicast.com/article/1qc8i0t Slicast en 2026-10-07T15:28:53.000Z Digital Infrastructure Alliance experts discuss nuclear power's role in solving AI-driven power deficits and integrating into data center ecosystems. https://slicast.com/zh/article/1qc8i0t Slicast zh-cn 2026-10-07T15:28:53.000Z 数字基础设施联盟专家讨论核电在解决AI驱动电力短缺和集成至数据中心生态系统中的角色。 https://slicast.com/article/19zekzg Slicast en 2026-10-07T15:26:40.000Z The U.S. Department of Energy provides Vistra with a $4.2 billion loan to upgrade its nuclear fleet. https://slicast.com/zh/article/19zekzg Slicast zh-cn 2026-10-07T15:26:40.000Z 美国能源部向Vistra提供42亿美元贷款用于升级其核电站队伍。 https://slicast.com/article/rcoib9 Slicast en 2026-10-07T15:26:04.000Z Architect Financial Technologies launches an exchange-style platform (Liquid Inference) for real-time AI inference pricing and liquidity discovery. https://slicast.com/zh/article/rcoib9 Slicast zh-cn 2026-10-07T15:26:04.000Z Architect Financial Technologies推出交易所式平台Liquid Inference,实现实时AI推理定价和流动性发现。 https://slicast.com/article/1r72t0e Slicast en 2026-10-07T15:23:09.000Z Fit Energy plans to develop 15 data centers on reclaimed mine land in Luzerne County, Pennsylvania. https://slicast.com/zh/article/1r72t0e Slicast zh-cn 2026-10-07T15:23:09.000Z Fit Energy计划在宾州卢泽恩县开采的矿地上开发15个数据中心。 https://slicast.com/article/134p2dp Slicast en 2026-10-07T15:20:00.000Z Intel CEO Lip-Bu Tan confirms Intel remains part of Elon Musk's Terafab cleanroom project despite TSMC sublease discussions. https://slicast.com/zh/article/134p2dp Slicast zh-cn 2026-10-07T15:20:00.000Z Intel首席执行官Lip-Bu Tan确认Intel继续参与Elon Musk的Terafab洁净室项目,尽管存在TSMC转租讨论。 https://slicast.com/article/cyau5 Slicast en 2026-10-07T14:51:06.000Z Protective coatings in AI data centers must address water ingress, power efficiency, and waste heat management beyond traditional finishing applications. https://slicast.com/zh/article/cyau5 Slicast zh-cn 2026-10-07T14:51:06.000Z AI数据中心的保护涂层必须超越传统表面处理,应对水、电效率和余热管理挑战。 https://slicast.com/article/1cdrslb Slicast en 2026-10-07T14:50:00.000Z Broadcom's custom silicon for AI is positioned as a multi-billion-dollar growth driver within the AI supercycle. https://slicast.com/zh/article/1cdrslb Slicast zh-cn 2026-10-07T14:50:00.000Z Broadcom的定制AI芯片被定位为AI超级周期中的多十亿美元增长驱动因素。 https://slicast.com/article/1l5ajq9 Slicast en 2026-10-07T14:46:42.000Z AI cloud pricing rises as new data center leasing slows, creating supply constraints in the GPU compute market. https://slicast.com/zh/article/1l5ajq9 Slicast zh-cn 2026-10-07T14:46:42.000Z 随着新数据中心租赁放缓,AI云定价上升,在GPU计算市场创造供应约束。 https://slicast.com/article/199eemb Slicast en 2026-10-07T14:45:00.000Z Lambda Labs pursues a $4 billion IPO backed by a $50 billion backlog of AI infrastructure orders. https://slicast.com/zh/article/199eemb Slicast zh-cn 2026-10-07T14:45:00.000Z Lambda Labs计划通过IPO融资40亿美元,背后有500亿美元的AI基础设施订单积压支持。 https://slicast.com/article/9o97h2 Slicast en 2026-10-07T14:44:00.000Z Alabama establishes an automatic-approval framework for data center grid interconnection contracts if regulators fail to vote within 90 days. https://slicast.com/zh/article/9o97h2 Slicast zh-cn 2026-10-07T14:44:00.000Z 阿拉巴马州确立了自动批准框架:若监管机构90天内未投票,数据中心电网互联合同自动批准。 https://slicast.com/article/1ysk6z6 Slicast en 2026-10-07T14:38:00.000Z Bitfarms, a major Bitcoin miner, pivots computing capacity toward AI and high-performance computing as mining power economics deteriorate. https://slicast.com/zh/article/1ysk6z6 Slicast zh-cn 2026-10-07T14:38:00.000Z 主要比特币矿商Bitfarms因采矿经济效益恶化而将计算容量转向AI和高性能计算。 https://slicast.com/article/12vdjig Slicast en 2026-10-07T14:37:43.000Z Virginia's Lieutenant Governor opposes the NextEra Energy–Dominion Energy merger, citing utility consolidation concerns. https://slicast.com/zh/article/12vdjig Slicast zh-cn 2026-10-07T14:37:43.000Z 弗吉尼亚州副州长反对NextEra Energy与Dominion Energy合并,引用公用事业整合担忧。 https://slicast.com/article/gbnnvu Slicast en 2026-10-07T14:35:23.000Z Applied Digital reports quarterly earnings, providing visibility into AI infrastructure provider demand and margin trends. https://slicast.com/zh/article/gbnnvu Slicast zh-cn 2026-10-07T14:35:23.000Z Applied Digital报告季度收益,提供对AI基础设施提供商需求和利润趋势的可见性。 https://slicast.com/article/pc37g6 Slicast en 2026-10-07T14:30:00.000Z Magnetic components technology for next-generation AI data center power delivery systems. https://slicast.com/zh/article/pc37g6 Slicast zh-cn 2026-10-07T14:30:00.000Z 为下一代AI数据中心设计的高级磁性组件技术。 https://slicast.com/article/1vlme61 Slicast en 2026-10-07T14:28:19.000Z B. Riley adjusts HPC sector estimates and expresses analyst preference for Core Scientific and TeraWulf. https://slicast.com/zh/article/1vlme61 Slicast zh-cn 2026-10-07T14:28:19.000Z B. Riley调整HPC行业估值并看好Core Scientific和TeraWulf。 https://slicast.com/article/mgh3hy Slicast en 2026-10-07T14:25:09.000Z Wall Street arranges $27 billion in financing for Meta's Hyperion hyperscale AI data center campus. https://slicast.com/zh/article/mgh3hy Slicast zh-cn 2026-10-07T14:25:09.000Z 华尔街为Meta的Hyperion AI数据中心园区安排了270亿美元融资。 https://slicast.com/article/n6cqag Slicast en 2026-10-07T14:25:00.000Z AI infrastructure capex spending surges 116% year-over-year as S&P 500 Q3 earnings forecast rises 27% to record. https://slicast.com/zh/article/n6cqag Slicast zh-cn 2026-10-07T14:25:00.000Z AI基础设施资本支出同比增长116%，S&P 500第三季度盈利预计上升27%至记录水平。 https://slicast.com/article/1csmjy0 Slicast en 2026-10-07T14:19:55.000Z Scottish castle site selected for 600MW hyperscale data center; developer pledges to incorporate historic brickwork into the campus. https://slicast.com/zh/article/1csmjy0 Slicast zh-cn 2026-10-07T14:19:55.000Z 苏格兰古堡地产被选中建设600MW超大规模数据中心；开发商承诺纳入历史砖石元素。 https://slicast.com/article/1icurmz Slicast en 2026-10-07T13:59:36.000Z Mistral AI (French LLM company) scouts UAE as location for data center buildout and operational presence. https://slicast.com/zh/article/1icurmz Slicast zh-cn 2026-10-07T13:59:36.000Z 法国LLM公司Mistral AI勘察阿联酋作为AI数据中心建设和运营基地。 https://slicast.com/article/157suud Slicast en 2026-10-07T13:53:24.000Z Anthropic exploring Samsung Electronics' 2nm process node for fabrication of custom AI accelerators. https://slicast.com/zh/article/157suud Slicast zh-cn 2026-10-07T13:53:24.000Z Anthropic计划在三星电子的2nm工艺节点上制造定制AI加速器。 https://slicast.com/article/1mm712c Slicast en 2026-10-07T13:52:26.000Z Infineon Technologies and ZuriQ (Swiss quantum startup) deepen partnership on development of scalable quantum computing chips. https://slicast.com/zh/article/1mm712c Slicast zh-cn 2026-10-07T13:52:26.000Z 英飞凌科技与瑞士量子初创公司ZuriQ深化合作，推进可扩展量子芯片开发。 https://slicast.com/article/m68iup Slicast en 2026-10-07T13:52:00.000Z Pennsylvania lawmakers and utility regulators review state power grid capacity constraints amid rapid AI data center expansion. https://slicast.com/zh/article/m68iup Slicast zh-cn 2026-10-07T13:52:00.000Z 宾州立法者和能源官员在数据中心迅速增长背景下审查州电网容量。 https://slicast.com/article/fhg3sf Slicast en 2026-10-07T13:49:06.000Z Penguin Solutions (AI compute infrastructure provider) shares surge 16% following earnings beat and raised 2027 revenue guidance. https://slicast.com/zh/article/fhg3sf Slicast zh-cn 2026-10-07T13:49:06.000Z AI计算基础设施提供商Penguin Solutions因盈利超预期和上调2027年销售指引而股价飙升16%。 https://slicast.com/article/29gcm9 Slicast en 2026-10-07T13:44:31.000Z HPE launches four ProLiant Gen13 server configurations powered by AMD EPYC Venice processors for AI workloads. https://slicast.com/zh/article/29gcm9 Slicast zh-cn 2026-10-07T13:44:31.000Z HPE推出采用AMD EPYC Venice处理器的四款ProLiant Gen13服务器。 https://slicast.com/article/h0i70x Slicast en 2026-10-07T13:35:00.000Z Broadcom stock advances as demand for custom AI chips remains robust across networking and silicon segments. https://slicast.com/zh/article/h0i70x Slicast zh-cn 2026-10-07T13:35:00.000Z Broadcom股价因定制AI芯片需求保持强劲而上升。 https://slicast.com/article/omql4v Slicast en 2026-10-07T13:31:19.000Z Broadcom restructures VMware channel while Wall Street organizes $60 billion AI infrastructure financing bridge. https://slicast.com/zh/article/omql4v Slicast zh-cn 2026-10-07T13:31:19.000Z Broadcom收紧VMware渠道，华尔街同时筹组600亿美元AI融资桥。 https://slicast.com/article/scsu1e Slicast en 2026-10-07T13:30:00.000Z Power supply unit optimization techniques for next-generation AI data centers handling multi-megawatt electrical loads. https://slicast.com/zh/article/scsu1e Slicast zh-cn 2026-10-07T13:30:00.000Z 为下一代AI数据中心优化电源供应单元以应对多兆瓦电力负载。 https://slicast.com/article/u7nike Slicast en 2026-10-07T13:29:35.000Z Volt Harbor deploys modular AC battery energy storage system (MAC-BESS) for data center peak shaving and grid support applications. https://slicast.com/zh/article/u7nike Slicast zh-cn 2026-10-07T13:29:35.000Z Volt Harbor推出模块化交流电池储能系统（MAC-BESS）用于数据中心和电网应用。 https://slicast.com/article/r335ir Slicast en 2026-10-07T13:25:59.000Z Malaysia navigates geopolitical pressure to maintain technology neutrality amid US-China AI chip export controls. https://slicast.com/zh/article/r335ir Slicast zh-cn 2026-10-07T13:25:59.000Z 马来西亚在美中AI芯片出口管制中努力保持技术中立。 https://slicast.com/article/bvnc9t Slicast en 2026-10-07T13:13:24.000Z Gulf region data-center infrastructure development emphasizing resilience, redundancy, and sovereign compute capabilities for AI workloads. https://slicast.com/zh/article/bvnc9t Slicast zh-cn 2026-10-07T13:13:24.000Z 海湾地区数据中心基础设施强调弹性、冗余和主权计算能力以应对AI工作负载。 https://slicast.com/article/uh0oz0 Slicast en 2026-10-07T13:12:06.000Z Georgia Tech launches Institute for Matter and Systems (IMS) to advance quantum computing research and commercialization pathways. https://slicast.com/zh/article/uh0oz0 Slicast zh-cn 2026-10-07T13:12:06.000Z 乔治亚理工学院启动物质与系统研究所（IMS）推进量子计算研究。 https://slicast.com/article/u8zs1a Slicast en 2026-10-07T13:05:00.000Z CoreWeave announces a multi-billion-dollar AI data center in Navi Mumbai, India, marking its entry into the Indian market. https://slicast.com/zh/article/u8zs1a Slicast zh-cn 2026-10-07T13:05:00.000Z CoreWeave宣布在印度纳维孟买建设数十亿美元级AI数据中心，标志其进入印度市场。 https://slicast.com/article/9lidtg Slicast en 2026-10-07T12:50:41.000Z Denmark's parliament adopts an emergency electricity plan that deprioritizes data center grid connections during energy constraints. https://slicast.com/zh/article/9lidtg Slicast zh-cn 2026-10-07T12:50:41.000Z 丹麦议会通过应急电力计划，在能源受限期间对数据中心电网连接进行降级。 https://slicast.com/article/1qtgkyf Slicast en 2026-10-07T12:41:00.000Z New LandGate Analysis Identifies North Dakota as Emerging AI Data Center Hotspot Driven by Low Power Costs and Grid Capacity https://slicast.com/zh/article/1qtgkyf Slicast zh-cn 2026-10-07T12:41:00.000Z LandGate分析：北达科他州因电力成本低和电网容量成为AI数据中心热点 https://slicast.com/article/20ay97 Slicast en 2026-10-07T12:35:53.000Z Infineon completes acquisition of C2i Semiconductors to strengthen its portfolio of power management solutions for AI data centers. https://slicast.com/zh/article/20ay97 Slicast zh-cn 2026-10-07T12:35:53.000Z 英飞凌完成对C2i Semiconductors的收购，以增强其AI数据中心电源管理解决方案组合。 https://slicast.com/article/cntpce Slicast en 2026-10-07T12:31:02.000Z SK Hynix encounters technical difficulties in HBM hybrid bonding processes, falling behind Samsung's progress. https://slicast.com/zh/article/cntpce Slicast zh-cn 2026-10-07T12:31:02.000Z SK海力士在HBM混合键合工艺中遇到技术难题，落后于三星进度。 https://slicast.com/article/1m6efuf Slicast en 2026-10-07T12:25:58.000Z Digital Realty begins construction of the 24 MW KIX15 data center in Osaka, Japan. https://slicast.com/zh/article/1m6efuf Slicast zh-cn 2026-10-07T12:25:58.000Z Digital Realty开始在日本大阪建设24 MW级KIX15数据中心。 https://slicast.com/article/1sggaif Slicast en 2026-10-07T12:23:13.000Z Kentucky Power expands its power supply contract with TeraWulf's data center facility. https://slicast.com/zh/article/1sggaif Slicast zh-cn 2026-10-07T12:23:13.000Z 肯塔基电力公司扩大与TeraWulf数据中心设施的电力供应合同。 https://slicast.com/article/pssvkq Slicast en 2026-10-07T12:19:38.000Z Black Hills Power commits 2.7 GW long-term supply to Google's Wyoming data center campus https://slicast.com/zh/article/pssvkq Slicast zh-cn 2026-10-07T12:19:38.000Z Black Hills Power承诺向Google怀俄明州数据中心园区提供2.7GW长期电力 https://slicast.com/article/137kvb6 Slicast en 2026-10-07T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/137kvb6 Slicast zh-cn 2026-10-07T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1fpjzz5 Slicast en 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1fpjzz5 Slicast zh-cn 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1xito5f Slicast en 2026-10-07T12:00:00.000Z Applied Digital files 8-K: results of operations https://slicast.com/zh/article/1xito5f Slicast zh-cn 2026-10-07T12:00:00.000Z Applied Digital 提交 8-K：重大事件 https://slicast.com/article/pdquwo Slicast en 2026-10-07T11:45:17.000Z SpaceX seeks $40 billion in debt financing to purchase Nvidia AI chips for xAI Colossus cluster https://slicast.com/zh/article/pdquwo Slicast zh-cn 2026-10-07T11:45:17.000Z SpaceX 寻求 40 亿美元债务融资购买 Nvidia AI 芯片用于 xAI Colossus 集群 https://slicast.com/article/btmsbi Slicast en 2026-10-07T10:23:50.000Z Taiwan indicts 10 individuals for alleged scheme to resell US-sanctioned semiconductors to China https://slicast.com/zh/article/btmsbi Slicast zh-cn 2026-10-07T10:23:50.000Z 台湾起诉10人涉嫌倒卖美国禁运半导体至中国 https://slicast.com/article/y8r8ba Slicast en 2026-10-07T09:49:42.000Z Elon Musk confirms Tesla and SpaceXAI will build and operate their own AI chip fabrication plants https://slicast.com/zh/article/y8r8ba Slicast zh-cn 2026-10-07T09:49:42.000Z 埃隆·马斯克确认Tesla和SpaceXAI将自建并运营AI芯片晶圆厂 https://slicast.com/article/rxtwqf Slicast en 2026-10-07T09:16:48.000Z BlackRock in exclusive talks on $20 billion data center infrastructure investment deal https://slicast.com/zh/article/rxtwqf Slicast zh-cn 2026-10-07T09:16:48.000Z BlackRock 独家洽谈 200 亿美元数据中心基础设施投资交易 https://slicast.com/article/2wz2c Slicast en 2026-10-07T08:40:42.000Z Chile Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/2wz2c Slicast zh-cn 2026-10-07T08:40:42.000Z 智利数据中心合租市场供需 https://slicast.com/article/1yp02w9 Slicast en 2026-10-07T08:39:40.000Z Indonesia Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/1yp02w9 Slicast zh-cn 2026-10-07T08:39:40.000Z 印度尼西亚数据中心合租市场供需 https://slicast.com/article/djfbvf Slicast en 2026-10-07T08:38:52.000Z South Africa Data Center Colocation Market - Supply and https://slicast.com/zh/article/djfbvf Slicast zh-cn 2026-10-07T08:38:52.000Z 南非数据中心合租市场供需 https://slicast.com/article/15yv3b6 Slicast en 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU H2 2026 进入量产:3360 亿晶体管 + HBM4 288GB + 22 TB/s 带宽 https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU H2 2026 进入量产:3360 亿晶体管 + HBM4 288GB + 22 TB/s 带宽 https://slicast.com/article/19gilz6 Slicast en 2026-10-06T21:11:00.000Z ITIF 报告:美国 AI 基础设施投资 2025-2032 年或累计达 $10.3 万亿 https://slicast.com/zh/article/19gilz6 Slicast zh-cn 2026-10-06T21:11:00.000Z ITIF 报告:美国 AI 基础设施投资 2025-2032 年或累计达 $10.3 万亿 https://slicast.com/article/18hhgo4 Slicast en 2026-10-06T21:10:00.000Z SoftBank 以 $40 亿完成收购 DigitalBridge,打造逾 $1000 亿数字基础设施资管平台 https://slicast.com/zh/article/18hhgo4 Slicast zh-cn 2026-10-06T21:10:00.000Z SoftBank 以 $40 亿完成收购 DigitalBridge,打造逾 $1000 亿数字基础设施资管平台 https://slicast.com/article/131fx38 Slicast en 2026-10-06T21:09:00.000Z Nebius 10 月 1 日全线涨价:H100 +17% 至 $4.50/小时,B300 至 $9.50/小时 https://slicast.com/zh/article/131fx38 Slicast zh-cn 2026-10-06T21:09:00.000Z Nebius 10 月 1 日全线涨价:H100 +17% 至 $4.50/小时,B300 至 $9.50/小时 https://slicast.com/article/qd6rih Slicast en 2026-10-06T21:08:00.000Z IREN 转型加速:AI 云收入 Q3 环比 +94% 至 $3360 万,持有 $34 亿 NVIDIA 五年合同 https://slicast.com/zh/article/qd6rih Slicast zh-cn 2026-10-06T21:08:00.000Z IREN 转型加速:AI 云收入 Q3 环比 +94% 至 $3360 万,持有 $34 亿 NVIDIA 五年合同 https://slicast.com/article/qv4rr8 Slicast en 2026-10-06T21:07:00.000Z Gartner:2026 年 AI 优化 IaaS 支出增 96% 至 $420 亿,推理首超训练 https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-06T21:07:00.000Z Gartner:2026 年 AI 优化 IaaS 支出增 96% 至 $420 亿,推理首超训练 https://slicast.com/article/nz8jpm Slicast en 2026-10-06T21:06:00.000Z 超大规模厂商 2026 年资本开支合计约 $7250 亿,同比暴涨 77% https://slicast.com/zh/article/nz8jpm Slicast zh-cn 2026-10-06T21:06:00.000Z 超大规模厂商 2026 年资本开支合计约 $7250 亿,同比暴涨 77% https://slicast.com/article/15huou2 Slicast en 2026-10-06T21:05:00.000Z Akamai 获 Anthropic 7 年 $116 亿云合同,潜在规模可扩至 $200 亿 https://slicast.com/zh/article/15huou2 Slicast zh-cn 2026-10-06T21:05:00.000Z Akamai 获 Anthropic 7 年 $116 亿云合同,潜在规模可扩至 $200 亿 https://slicast.com/article/3gvyk8 Slicast en 2026-10-06T21:04:00.000Z NVIDIA 联合 Apollo/Blackstone/KKR 等六大机构打造 $5000 亿 GPU 抵押融资平台 https://slicast.com/zh/article/3gvyk8 Slicast zh-cn 2026-10-06T21:04:00.000Z NVIDIA 联合 Apollo/Blackstone/KKR 等六大机构打造 $5000 亿 GPU 抵押融资平台 https://slicast.com/article/ljw6e5 Slicast en 2026-10-06T21:03:00.000Z Invezz 列出 CoreWeave 五大风险,Cantor Fitzgerald 同日维持买入目标 $176 https://slicast.com/zh/article/ljw6e5 Slicast zh-cn 2026-10-06T21:03:00.000Z Invezz 列出 CoreWeave 五大风险,Cantor Fitzgerald 同日维持买入目标 $176 https://slicast.com/article/1a07urg Slicast en 2026-10-06T21:02:00.000Z Nscale 向纽交所提交 S-1:估值 $350 亿、H1 收入增 1252%,亏损却超 $10 亿 https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-06T21:02:00.000Z Nscale 向纽交所提交 S-1:估值 $350 亿、H1 收入增 1252%,亏损却超 $10 亿 https://slicast.com/article/11661mx Slicast en 2026-10-06T21:01:00.000Z Anthropic IPO 进入倒计时:目标估值 $2 万亿,若成功将刷新全球最大 IPO 纪录 https://slicast.com/zh/article/11661mx Slicast zh-cn 2026-10-06T21:01:00.000Z Anthropic IPO 进入倒计时:目标估值 $2 万亿,若成功将刷新全球最大 IPO 纪录 https://slicast.com/commentary/constellation-2026-10-06 Slicast en 2026-10-06T20:44:06.195Z Constellation Energy, October 2026: Google's 3.6 GW Deal and Amazon's Calvert Cliffs PPA https://slicast.com/zh/commentary/constellation-2026-10-06 Slicast zh-cn 2026-10-06T20:44:06.195Z 星座能源 2026年10月：谷歌3.6吉瓦协议与亚马逊卡尔弗特克利夫斯核能PPA https://slicast.com/commentary/vistra-2026-10-06 Slicast en 2026-10-06T20:35:48.350Z Why the DOE's $4.2B Nuclear Loan Plan Sent Vistra Shares Up 10.8% — October 2026 https://slicast.com/zh/commentary/vistra-2026-10-06 Slicast zh-cn 2026-10-06T20:35:48.350Z 美国能源部42亿美元核电贷款计划推动Vistra股价上涨10.8%（2026年10月） https://slicast.com/article/10rrm96 Slicast en 2026-10-06T20:34:00.000Z Fisk Electric Awarded $24 Million Data Center Electrical Project, Expanding Prefabrication Capabilities in Houston https://slicast.com/zh/article/10rrm96 Slicast zh-cn 2026-10-06T20:34:00.000Z Fisk Electric获$2400万数据中心电气工程合同，在休斯顿扩展预制能力 https://slicast.com/commentary/talen-2026-10-06 Slicast en 2026-10-06T20:27:08.788Z Talen Energy (TLN), October 2026: Data Center Campus, PJM Capacity Win, and a CEO Handoff https://slicast.com/zh/commentary/talen-2026-10-06 Slicast zh-cn 2026-10-06T20:27:08.788Z 泰伦能源（TLN）2026 年 10 月：数据中心园区、PJM 容量拍卖胜出与 CEO 交接 https://slicast.com/brief/2026-10-07 Slicast en 2026-10-06T20:18:50.083Z Latest AI Infrastructure News: October 7, 2026 https://slicast.com/zh/brief/2026-10-07 Slicast zh-cn 2026-10-06T20:18:50.083Z AI 基础设施新闻早报 · 2026年10月7日 https://slicast.com/ko/brief/2026-10-07 Slicast ko 2026-10-06T20:18:50.083Z 최신 AI 인프라 뉴스 · 2026년 10월 7일 https://slicast.com/article/1uxncrp Slicast en 2026-10-06T20:05:00.000Z Penguin Solutions Announces Fourth-Quarter and Full-Year Fiscal 2026 Results https://slicast.com/zh/article/1uxncrp Slicast zh-cn 2026-10-06T20:05:00.000Z Penguin Solutions公布2026财年第四季度和全年业绩 https://slicast.com/article/xwxkdj Slicast en 2026-10-06T20:05:00.000Z Zeta Global to Acquire Digital Audience, Extending the Zeta Data Cloud Across the Digital Ecosystem https://slicast.com/zh/article/xwxkdj Slicast zh-cn 2026-10-06T20:05:00.000Z Zeta Global收购Digital Audience，扩展Zeta Data Cloud覆盖数字生态 https://slicast.com/article/ormxn6 Slicast en 2026-10-06T19:18:07.000Z Anthropic may achieve an initial public offering timeline significantly ahead of OpenAI's potential market debut. https://slicast.com/zh/article/ormxn6 Slicast zh-cn 2026-10-06T19:18:07.000Z Anthropic可能比OpenAI提前超过一年进入资本市场上市。 https://slicast.com/article/h95cms Slicast en 2026-10-06T19:10:08.000Z Qualcomm is pivoting to position itself as an AI data-center CPU vendor, targeting an estimated $200 billion market opportunity. https://slicast.com/zh/article/h95cms Slicast zh-cn 2026-10-06T19:10:08.000Z Qualcomm正转向AI数据中心CPU业务，瞄准价值2000亿美元的市场机会。 https://slicast.com/ko/article/h95cms Slicast ko 2026-10-06T19:10:08.000Z Qualcomm은 AI 데이터센터 CPU 공급업체로 자신을 포지셔닝하기 위해 방향을 전환하고 있으며, 추정 $200 billion 규모의 시장 기회를 목표로 하고 있습니다. https://slicast.com/article/1pnyfa4 Slicast en 2026-10-06T19:00:55.000Z An ambitious new data center is planned for rural North Queensland, Australia. https://slicast.com/zh/article/1pnyfa4 Slicast zh-cn 2026-10-06T19:00:55.000Z 澳大利亚昆士兰州乡村地区计划建设一座新数据中心。 https://slicast.com/ko/article/1pnyfa4 Slicast ko 2026-10-06T19:00:55.000Z 야심찬 새로운 데이터 센터가 오스트레일리아 North Queensland 농촌 지역에 건설될 예정이다. https://slicast.com/article/nk4r09 Slicast en 2026-10-06T18:48:25.000Z Armenia's Public Services Regulatory Commission is discussing the Firebird AI Data Center's connection to the national power grid. https://slicast.com/zh/article/nk4r09 Slicast zh-cn 2026-10-06T18:48:25.000Z 亚美尼亚公共服务监管委员会正讨论Firebird AI数据中心接入国家电网的事项。 https://slicast.com/ko/article/nk4r09 Slicast ko 2026-10-06T18:48:25.000Z 아르메니아 공공서비스규제위원회가 Firebird AI Data Center의 국가 전력망 연결에 대해 논의하고 있습니다. https://slicast.com/article/pynbdk Slicast en 2026-10-06T18:45:42.000Z Google has secured 3.6 gigawatts of power to supply its expanding AI data-center footprint amid rising strain on the U.S. electric grid. https://slicast.com/zh/article/pynbdk Slicast zh-cn 2026-10-06T18:45:42.000Z Google已锁定3.6吉瓦电力以供应其不断扩张的AI数据中心，此时美国电网压力日增。 https://slicast.com/ko/article/pynbdk Slicast ko 2026-10-06T18:45:42.000Z Google은 미국 전력망에 증가하는 부담이 커지는 가운데, 확대되는 AI 데이터센터에 전력을 공급하기 위해 3.6 기가와트의 전력을 확보했습니다. https://slicast.com/article/t9zazw Slicast en 2026-10-06T18:40:54.000Z Micron will pay Netlist $600 million over five years for a strategic AI memory technology patent licensing agreement. https://slicast.com/zh/article/t9zazw Slicast zh-cn 2026-10-06T18:40:54.000Z Micron将在五年内向Netlist支付6亿美元以获得AI内存技术专利许可。 https://slicast.com/ko/article/t9zazw Slicast ko 2026-10-06T18:40:54.000Z Micron이 전략적 AI 메모리 기술 특허 라이선싱 계약의 일환으로 Netlist에 5년간 600백만 달러를 지급한다. https://slicast.com/article/3gjysc Slicast en 2026-10-06T18:30:00.000Z An Australian government agency provided an AI company with early access to forthcoming data-center regulatory guidelines. https://slicast.com/zh/article/3gjysc Slicast zh-cn 2026-10-06T18:30:00.000Z 澳大利亚政府机构向一家AI巨头提前披露了即将出台的数据中心监管规则。 https://slicast.com/ko/article/3gjysc Slicast ko 2026-10-06T18:30:00.000Z 호주 정부 기관이 AI 회사에 예정된 데이터센터 규제 지침에 대한 조기 접근권을 제공했다. https://slicast.com/article/1fovkxe Slicast en 2026-10-06T18:29:15.000Z Applied Materials and Intel have announced a strategic collaboration on AI chip manufacturing processes and equipment. https://slicast.com/zh/article/1fovkxe Slicast zh-cn 2026-10-06T18:29:15.000Z Applied Materials与Intel公布了在AI芯片制造工艺和设备上的战略合作。 https://slicast.com/ko/article/1fovkxe Slicast ko 2026-10-06T18:29:15.000Z Applied Materials와 Intel이 AI 칩 제조 공정 및 장비에 대한 전략적 협력을 발표했습니다. https://slicast.com/article/14inrkr Slicast en 2026-10-06T18:21:00.000Z Data Center Cables Market to Reach $27.29 Billion by 2035, DC Market Insights Finds https://slicast.com/zh/article/14inrkr Slicast zh-cn 2026-10-06T18:21:00.000Z 数据中心线缆市场2035年达$27.29亿 https://slicast.com/article/j0mhi2 Slicast en 2026-10-06T18:04:25.000Z Taiwan's stock index reached a record 50,000, driven by TSMC's dominant position in advanced AI chip packaging through its CoWoS technology. https://slicast.com/zh/article/j0mhi2 Slicast zh-cn 2026-10-06T18:04:25.000Z 台湾股市创纪录突破5万点，由TSMC在先进AI芯片封装（CoWoS）领域的绝对主导地位驱动。 https://slicast.com/ko/article/j0mhi2 Slicast ko 2026-10-06T18:04:25.000Z 대만 주식지수가 사상 최고인 50,000에 도달했으며, 첨단 AI 칩 패키징 분야에서 CoWoS 기술을 기반으로 한 TSMC의 지배적 위치에 의해 견인되고 있습니다. https://slicast.com/article/1gbntfz Slicast en 2026-10-06T17:37:00.000Z Pennsylvania's Public Utilities Commission chairman called for state-level preemption of local permitting authority over new electric-generation facilities to accelerate deployment. https://slicast.com/zh/article/1gbntfz Slicast zh-cn 2026-10-06T17:37:00.000Z 宾夕法尼亚州公用事业委员会主席呼吁由州级权力优先于地方政府对新电源设施许可决定权。 https://slicast.com/ko/article/1gbntfz Slicast ko 2026-10-06T17:37:00.000Z 펜실베이니아 공공유틸리티위원회 위원장이 배치 가속화를 위해 신규 발전시설에 대한 지방 허가 권한의 주 차원 선점을 촉구했다. https://slicast.com/article/gwlo0t Slicast en 2026-10-06T17:30:00.000Z Penguin Solutions Appoints Stephen Cumming as Senior Vice President and Chief Financial Officer to Support Accelerated Growth https://slicast.com/zh/article/gwlo0t Slicast zh-cn 2026-10-06T17:30:00.000Z Penguin Solutions任命Stephen Cumming为高级副总裁兼首席财务官 https://slicast.com/article/1lxocff Slicast en 2026-10-06T17:24:20.000Z Broadcom is reported to be considering a $42 billion financing arrangement to support Anthropic's custom AI chip leasing program. https://slicast.com/zh/article/1lxocff Slicast zh-cn 2026-10-06T17:24:20.000Z Broadcom被报告考虑提供420亿美元融资支持Anthropic的定制AI芯片租赁计划。 https://slicast.com/ko/article/1lxocff Slicast ko 2026-10-06T17:24:20.000Z Broadcom이 Anthropic의 맞춤형 AI 칩 임차 프로그램을 지원하기 위해 $42 billion 규모의 금융 구조를 검토 중인 것으로 보도되었습니다. https://slicast.com/article/vlci5k Slicast en 2026-10-06T17:19:53.000Z Pasqal is coordinating the Q-PLANET initiative, bringing together 28 partners from 11 countries to develop chips for neutral-atom quantum-computing technologies. https://slicast.com/zh/article/vlci5k Slicast zh-cn 2026-10-06T17:19:53.000Z Pasqal正领导Q-PLANET计划，集合11个国家的28家合作伙伴共同开发中性原子量子计算芯片。 https://slicast.com/ko/article/vlci5k Slicast ko 2026-10-06T17:19:53.000Z Pasqal이 Q-PLANET 이니셔티브를 조율하며 11개 국가의 28개 파트너를 모아 중립 원자 양자 컴퓨팅 칩 개발을 추진하고 있습니다. https://slicast.com/article/10c2bm9 Slicast en 2026-10-06T17:13:22.000Z Skybox wins rezoning approval in Hutto, Texas, but data-center power supply remains unclear. https://slicast.com/zh/article/10c2bm9 Slicast zh-cn 2026-10-06T17:13:22.000Z Skybox获得德州Hutto重划批准，但数据中心电力供应仍不明确。 https://slicast.com/article/cgg6ki Slicast en 2026-10-06T17:07:56.000Z Marvell Technology shares jump 6.5% on bullish AI chip demand and interconnect fabric outlook. https://slicast.com/zh/article/cgg6ki Slicast zh-cn 2026-10-06T17:07:56.000Z 美满电子股票跳升6.5%，受看好AI芯片需求和互联架构前景支撑。 https://slicast.com/article/cdo9nq Slicast en 2026-10-06T17:05:04.000Z Analysis examines trade models to balance U.S. export controls on AI chips to China against China's own adaptive/pacing strategies. https://slicast.com/zh/article/cdo9nq Slicast zh-cn 2026-10-06T17:05:04.000Z 分析论证平衡美国对华AI芯片出口管制与中国自适应/配速策略的贸易模式。 https://slicast.com/ko/article/cdo9nq Slicast ko 2026-10-06T17:05:04.000Z 분석은 중국으로의 AI 칩 수출 규제와 중국의 자체 적응형/페이싱 전략 간의 균형을 맞추는 무역 모델을 검토한다. https://slicast.com/article/g6dpkq Slicast en 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 deskside system validated at 2.2B tokens/day on NVIDIA GB300 (Blackwell Ultra GPU), achieving 800 Gbps throughput via ConnectX-8 SuperNIC. https://slicast.com/zh/article/g6dpkq Slicast zh-cn 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01工作台系统在英伟达GB300(Blackwell Ultra GPU)上验证每天22亿token，经由ConnectX-8 SuperNIC实现800 Gbps吞吐量。 https://slicast.com/ko/article/g6dpkq Slicast ko 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 데스크사이드 시스템이 NVIDIA GB300 (Blackwell Ultra GPU)에서 2.2B 토큰/일로 검증되었으며, ConnectX-8 SuperNIC을 통해 800 Gbps 처리량을 달성했습니다. https://slicast.com/article/1irabf0 Slicast en 2026-10-06T16:48:00.000Z FuelCell Energy's Pennsylvania data-center project with Fit Energy triggered bullish market moves: FuelCell +11%, Bloom Energy +4%, signaling fuel-cell as long-duration power supply. https://slicast.com/zh/article/1irabf0 Slicast zh-cn 2026-10-06T16:48:00.000Z FuelCell Energy宾州与Fit Energy数据中心项目引发市场涨势：FuelCell +11%，Bloom Energy +4%，标志燃料电池为长期电力供应。 https://slicast.com/ko/article/1irabf0 Slicast ko 2026-10-06T16:48:00.000Z FuelCell Energy의 펜실베이니아 데이터센터 프로젝트와 Fit Energy 협력이 강세 시장을 촉발했습니다: FuelCell +11%, Bloom Energy +4%, 연료전지를 장기 전력 공급원으로 신호합니다. https://slicast.com/article/a0q79z Slicast en 2026-10-06T16:40:38.000Z Dentons advises Firebird AI KZ on Data Center Valley project in Kazakhstan—landmark greenfield data-center campus. https://slicast.com/zh/article/a0q79z Slicast zh-cn 2026-10-06T16:40:38.000Z Dentons顾问Firebird AI KZ的哈萨克斯坦'数据中心谷'项目——标志性的新建数据中心园区。 https://slicast.com/ko/article/a0q79z Slicast ko 2026-10-06T16:40:38.000Z Dentons이 Firebird AI KZ의 카자흐스탄 Data Center Valley 프로젝트를 자문 — 획기적 신규 데이터센터 캠퍼스 https://slicast.com/article/f4i14w Slicast en 2026-10-06T16:40:11.000Z Quetta Data Centers navigates permitting and pre-construction complexity for edge AI compute sites; focus on grid coordination and utility alignment. https://slicast.com/zh/article/f4i14w Slicast zh-cn 2026-10-06T16:40:11.000Z Quetta Data Centers应对边缘AI计算站点的许可和前期施工复杂性；重点是电网协调和公用事业对齐。 https://slicast.com/article/8ihega Slicast en 2026-10-06T16:32:19.000Z AI data centers' rapid power demand swings (MW-scale ramps on chip frequency/voltage changes) require coordinated chip-to-grid design involving chip makers, operators, utilities, and grid infrastructu https://slicast.com/zh/article/8ihega Slicast zh-cn 2026-10-06T16:32:19.000Z AI数据中心的快速电力需求摇摆(芯片频/压变化导致MW级峰值)需要涉及芯片制造商、运营商、公用事业和电网基础设施的芯片到电网协调设计。 https://slicast.com/ko/article/8ihega Slicast ko 2026-10-06T16:32:19.000Z AI 데이터 센터의 급격한 전력 수요 변동(칩 주파수·전압 변화로 인한 MW 규모의 급상승)은 칩 제조사, 운영자, 전력회사, 전력망 기반시설이 참여하는 조정된 칩-그리드 설계를 요구한다. https://slicast.com/article/17ohx2x Slicast en 2026-10-06T16:25:00.000Z 27 former Samsung and SK Hynix engineers depart China's CXMT (ChangXin Memory) after average 2.9-year tenure; signals potential talent drain from indigenous Chinese DRAM/HBM fabs. https://slicast.com/zh/article/17ohx2x Slicast zh-cn 2026-10-06T16:25:00.000Z 27位来自三星和SK海力士的工程师离职中国长鑫存储(CXMT)，平均任期2.9年；标志中国本土DRAM/HBM芯片厂人才流失。 https://slicast.com/ko/article/17ohx2x Slicast ko 2026-10-06T16:25:00.000Z 삼성과 SK Hynix의 전직 엔지니어 27명이 평균 2.9년 근무 후 중국의 CXMT (ChangXin Memory)를 떠남; 중국 자체 DRAM/HBM 팹에서의 잠재적 인재 유출 신호. https://slicast.com/article/i431le Slicast en 2026-10-06T16:20:43.000Z Hyperscalers (Microsoft, Meta, Oracle, Amazon) outspend operating cash flows to fund AI infrastructure capex; combined capex eyed above $1 trillion. https://slicast.com/zh/article/i431le Slicast zh-cn 2026-10-06T16:20:43.000Z 超大规模云商(微软、Meta、甲骨文、亚马逊)超支运营现金流来资助AI基础设施资本支出；合计资本支出瞄准超1万亿美元。 https://slicast.com/ko/article/i431le Slicast ko 2026-10-06T16:20:43.000Z 하이퍼스케일러(Microsoft, Meta, Oracle, Amazon)들이 AI 인프라 capex를 위해 영업 현금 흐름을 초과 지출하고 있으며, 통합 capex는 1조 달러 이상으로 전망됩니다. https://slicast.com/article/1j2qucj Slicast en 2026-10-06T16:19:09.000Z Google signs 3.6-GW power supply agreement with Constellation Energy (nuclear and natural gas baseload) covering the PJM Interconnection service area (Mid-Atlantic data-center hub). https://slicast.com/zh/article/1j2qucj Slicast zh-cn 2026-10-06T16:19:09.000Z 谷歌与Constellation Energy签署3.6 GW电力供应协议(核电和天然气基线)，覆盖PJM Interconnection服务区(中大西洋数据中心枢纽)。 https://slicast.com/ko/article/1j2qucj Slicast ko 2026-10-06T16:19:09.000Z Google이 Constellation Energy(핵전력 및 천연가스 기저전력)와 PJM Interconnection 서비스 지역(Mid-Atlantic 데이터센터 허브)을 대상으로 하는 3.6GW 전력 공급 계약을 체결합니다. https://slicast.com/article/gyxkwp Slicast en 2026-10-06T16:19:00.000Z Cameco and other uranium/reactor stocks jump on investor focus on new U.S. reactor framework and AI-driven nuclear demand tailwinds. https://slicast.com/zh/article/gyxkwp Slicast zh-cn 2026-10-06T16:19:00.000Z 卡麦科和其他铀/反应堆股票因投资者聚焦新的美国反应堆框架和AI驱动的核需求顺风而上升。 https://slicast.com/ko/article/gyxkwp Slicast ko 2026-10-06T16:19:00.000Z Cameco 및 우라늄/원전 주식들이 새로운 U.S. 원자로 체계와 AI 기반 원자력 수요 상승에 따른 투자자 관심으로 급등했다. https://slicast.com/article/1nlv04b Slicast en 2026-10-06T16:14:46.000Z Epoch AI research finds China more exposed to semiconductor supply shocks (fab capacity constraints, design-tool dependencies, rare-element sourcing) than the U.S. https://slicast.com/zh/article/1nlv04b Slicast zh-cn 2026-10-06T16:14:46.000Z Epoch AI研究发现中国对半导体供应冲击(芯片厂容量制约、设计工具依赖、稀有元素采购)的暴露度高于美国。 https://slicast.com/ko/article/1nlv04b Slicast ko 2026-10-06T16:14:46.000Z Epoch AI 연구에 따르면 중국이 반도체 공급 충격(파운드리 용량 제약, 설계 도구 의존성, 희귀 원소 조달)에 미국보다 더 취약한 것으로 나타났다. https://slicast.com/article/1p8v6uy Slicast en 2026-10-06T16:04:17.000Z AWS plans 36-building data-center megacampus in Indiana County, Pennsylvania (Homer City Energy Campus site). https://slicast.com/zh/article/1p8v6uy Slicast zh-cn 2026-10-06T16:04:17.000Z AWS计划在宾州印第安纳县建设36栋数据中心巨型园区(Homer City Energy Campus)。 https://slicast.com/ko/article/1p8v6uy Slicast ko 2026-10-06T16:04:17.000Z AWS가 Indiana County, Pennsylvania의 Homer City Energy Campus 부지에 36개 건물 데이터센터 메가캠퍼스 구축을 계획 중입니다. https://slicast.com/article/1g806th Slicast en 2026-10-06T16:01:15.000Z Maryland procures 440 MW / 1,760 MWh energy storage in first-round awards under Next Generation Energy Act; falls short of 800-MW state target due to PJM capacity constraints. https://slicast.com/zh/article/1g806th Slicast zh-cn 2026-10-06T16:01:15.000Z 马里兰州在《下一代能源法》第一轮奖项中采购440 MW/1,760 MWh能储能；因PJM容量制约，未达州内800 MW目标。 https://slicast.com/ko/article/1g806th Slicast ko 2026-10-06T16:01:15.000Z Maryland가 Next Generation Energy Act의 1차 공고에서 440 MW / 1,760 MWh 에너지 저장을 조달했으나, PJM 용량 제약으로 800-MW 주 목표에 미달했다. https://slicast.com/article/ojuroj Slicast en 2026-10-06T16:00:10.000Z Nuclear stocks rally on Google's 3.6-GW reactor deal: NANO Nuclear Energy and Oklo jump 8%, NuScale Power gains 7%, validating long-duration SMR and microreactor demand. https://slicast.com/zh/article/ojuroj Slicast zh-cn 2026-10-06T16:00:10.000Z 核电股在谷歌3.6 GW反应堆交易上涨：NANO Nuclear Energy和Oklo跳升8%，NuScale Power上升7%，验证长期SMR和微反应堆需求。 https://slicast.com/ko/article/ojuroj Slicast ko 2026-10-06T16:00:10.000Z 원자력 주식이 Google의 3.6-GW 원자로 계약에 랠리: NANO Nuclear Energy와 Oklo 8% 상승, NuScale Power 7% 상승, 장기 SMR과 마이크로리액터 수요 검증. https://slicast.com/article/jsb7fz Slicast en 2026-10-06T16:00:00.000Z AMD CEO announces substantial capacity increase to meet AI demand, leveraging CoWoS advanced packaging and foundry partnerships. https://slicast.com/zh/article/jsb7fz Slicast zh-cn 2026-10-06T16:00:00.000Z AMD首席执行官宣布实质性产能增加以满足AI需求，利用CoWoS先进封装和芯片代工合作。 https://slicast.com/ko/article/jsb7fz Slicast ko 2026-10-06T16:00:00.000Z AMD CEO가 CoWoS 첨단 패키징과 파운드리 파트너십을 활용하여 AI 수요 충족을 위한 상당한 용량 확대를 발표했습니다. https://slicast.com/article/1khqem0 Slicast en 2026-10-06T16:00:00.000Z Ten individuals indicted for smuggling advanced chips and fraud; enforcement action highlights ongoing prosecution of unauthorized accelerator diversion. https://slicast.com/zh/article/1khqem0 Slicast zh-cn 2026-10-06T16:00:00.000Z 十人因走私先进芯片和欺诈被控诉；执法行动突显对未授权加速器转移的持续起诉。 https://slicast.com/ko/article/1khqem0 Slicast ko 2026-10-06T16:00:00.000Z 10명이 첨단 칩 밀반출 및 사기로 기소됨; 집행 조치는 무허가 가속기 전환에 대한 지속적인 기소를 강조한다. https://slicast.com/article/ojfyyk Slicast en 2026-10-06T15:55:00.000Z China's DeepSeek and peers release 16 AI foundation models in one month despite U.S. export controls on cutting-edge GPUs, signaling adaptive supply-chain resilience. https://slicast.com/zh/article/ojfyyk Slicast zh-cn 2026-10-06T15:55:00.000Z 中国DeepSeek及同行在一个月内发布16个AI基础模型，尽管美国对尖端GPU的出口管制，标志适应性供应链韧性。 https://slicast.com/ko/article/ojfyyk Slicast ko 2026-10-06T15:55:00.000Z DeepSeek 등 중국 기업들이 미국의 첨단 GPU 수출 규제에도 불구하고 한 달 만에 16개 AI 기초 모델을 출시하며 적응형 공급망 회복력을 시사하다. https://slicast.com/article/33ldji Slicast en 2026-10-06T15:52:35.000Z Applied Digital secures 1-GW power site for European AI campus, marking material step toward independent neocloudcompute supply in EU. https://slicast.com/zh/article/33ldji Slicast zh-cn 2026-10-06T15:52:35.000Z Applied Digital为欧洲AI园区获得1 GW电力场地，标志向欧盟独立新云计算供应迈出实质性步骤。 https://slicast.com/ko/article/33ldji Slicast ko 2026-10-06T15:52:35.000Z Applied Digital이 유럽 AI 캠퍼스를 위한 1-GW 전력소를 확보했으며, EU 내 독립적인 신세대 클라우드 컴퓨팅 공급을 향한 실질적 진전을 나타낸다. https://slicast.com/article/d5qmre Slicast en 2026-10-06T15:50:38.000Z Marvell Technology raises its 2028 revenue guidance to $20 billion, driven by sustained custom AI chip demand from hyperscalers. https://slicast.com/zh/article/d5qmre Slicast zh-cn 2026-10-06T15:50:38.000Z Marvell Technology将2028年收入指引提升至200亿美元,受超大规模云厂商对定制AI芯片需求推动。 https://slicast.com/ko/article/d5qmre Slicast ko 2026-10-06T15:50:38.000Z Marvell Technology가 하이퍼스케일러의 지속적인 맞춤형 AI 칩 수요에 견인되며 2028 매출 전망을 $20 billion으로 상향 조정했다. https://slicast.com/article/403fun Slicast en 2026-10-06T15:50:31.000Z Japanese chipmaker Rapidus launches the CORE initiative with Design Solution Associates as its first phase to support semiconductor design and manufacturing. https://slicast.com/zh/article/403fun Slicast zh-cn 2026-10-06T15:50:31.000Z 日本芯片制造商Rapidus启动CORE倡议,通过Design Solution Associates项目支持半导体设计和制造。 https://slicast.com/ko/article/403fun Slicast ko 2026-10-06T15:50:31.000Z 일본 칩 제조사 Rapidus가 Design Solution Associates를 첫 단계로 하여 반도체 설계 및 제조 지원을 위한 CORE 이니셔티브를 출범했다. https://slicast.com/article/1wpqwei Slicast en 2026-10-06T15:44:00.000Z HIVE Digital Technologies Ltd. (TSXV:HIVE), a former Bitcoin mining operator, shifts focus to high-performance AI cloud compute and GPU leasing deals. https://slicast.com/zh/article/1wpqwei Slicast zh-cn 2026-10-06T15:44:00.000Z 比特币矿商HIVE Digital Technologies(TSXV:HIVE)从纯加密货币挖矿向高性能AI云计算和GPU租赁业务转向。 https://slicast.com/ko/article/1wpqwei Slicast ko 2026-10-06T15:44:00.000Z HIVE Digital Technologies Ltd. (TSXV:HIVE)는 이전 Bitcoin 채굴 사업자에서 고성능 AI 클라우드 컴퓨팅 및 GPU 임차 거래로 사업 초점을 전환합니다. https://slicast.com/article/1an97v2 Slicast en 2026-10-06T15:43:38.000Z Chinese memory manufacturers including ChangXin Memory (CXMT) conduct fresh capital raises via IPO to scale DRAM and NAND production capacity. https://slicast.com/zh/article/1an97v2 Slicast zh-cn 2026-10-06T15:43:38.000Z 包括长鑫存储(CXMT)在内的中国存储芯片制造商通过IPO融资,扩大DRAM和NAND产能。 https://slicast.com/ko/article/1an97v2 Slicast ko 2026-10-06T15:43:38.000Z ChangXin Memory (CXMT) 등 중국 메모리 제조업체들이 IPO를 통해 신규 자금을 조달하여 DRAM과 NAND 생산 역량을 확대한다. https://slicast.com/article/15y31xi Slicast en 2026-10-06T15:33:19.000Z Huawei and Qualcomm reverse royalty flows in a new cross-licensing agreement, signaling IP capability advancement and trade negotiation thaw. https://slicast.com/zh/article/15y31xi Slicast zh-cn 2026-10-06T15:33:19.000Z 华为与高通在交叉许可协议中反转了专利费流向,信号表明IP能力提升和贸易谈判缓和。 https://slicast.com/ko/article/15y31xi Slicast ko 2026-10-06T15:33:19.000Z Huawei와 Qualcomm이 새로운 교차 라이선싱 협약에서 로열티 흐름을 역전하며, IP 역량 강화와 무역 협상 해빙을 시사합니다. https://slicast.com/article/1l2pf3c Slicast en 2026-10-06T15:32:50.000Z Nscale data center operator hires Justin Osofsky, Meta's former VP of Infrastructure, as Chief Operating Officer. https://slicast.com/zh/article/1l2pf3c Slicast zh-cn 2026-10-06T15:32:50.000Z 数据中心运营商Nscale聘请Meta前基础设施副总裁Justin Osofsky担任首席运营官。 https://slicast.com/ko/article/1l2pf3c Slicast ko 2026-10-06T15:32:50.000Z 데이터센터 운영사 Nscale이 Meta의 전 인프라담당 부사장 Justin Osofsky를 최고운영책임자로 채용했다. https://slicast.com/article/nq6w54 Slicast en 2026-10-06T15:31:18.000Z Micron Technology settles patent litigation with Netlist for $600 million and announces acceleration of High Bandwidth Memory (HBM) production expansion. https://slicast.com/zh/article/nq6w54 Slicast zh-cn 2026-10-06T15:31:18.000Z Micron Technology与Netlist达成专利诉讼和解,金额6亿美元,并加速高带宽内存(HBM)产能扩张。 https://slicast.com/ko/article/nq6w54 Slicast ko 2026-10-06T15:31:18.000Z Micron Technology가 Netlist와의 특허 소송을 $600 million에 합의하고 High Bandwidth Memory (HBM) 생산 확대 가속화를 발표했다. https://slicast.com/article/1omi2zi Slicast en 2026-10-06T15:27:14.000Z China's rare earth export quota (temporary truce) expires November 10 with no renewal in sight, threatening supply stability for semiconductor fabrication equipment. https://slicast.com/zh/article/1omi2zi Slicast zh-cn 2026-10-06T15:27:14.000Z 中国稀土出口配额(临时协议)于11月10日到期,无续期迹象,威胁半导体制造设备供应稳定。 https://slicast.com/ko/article/1omi2zi Slicast ko 2026-10-06T15:27:14.000Z 중국의 희토류 수출 쿼터(임시 휴전)가 November 10에 만료되고 갱신 예정이 없어 반도체 제조 장비 공급 안정성을 위협한다. https://slicast.com/article/zyek1a Slicast en 2026-10-06T15:20:52.000Z Broadcom secures a multi-decade partnership with Google extending through 2037 for custom AI chip supply, a $42 billion credit facility, and additional major funding. https://slicast.com/zh/article/zyek1a Slicast zh-cn 2026-10-06T15:20:52.000Z Broadcom获得与Google的多年期合作伙伴关系(至2037年),获42亿美元信用额度,以及定制AI芯片供应承诺。 https://slicast.com/ko/article/zyek1a Slicast ko 2026-10-06T15:20:52.000Z Broadcom이 Google과 맞춤형 AI 칩 공급, $42억 신용 한도, 추가 주요 자금 조달을 포함하는 2037년까지의 수십 년 규모 파트너십을 확보했다. https://slicast.com/article/e9y62v Slicast en 2026-10-06T15:19:55.000Z DayOne, a new data center operator, launches public offering targeting 2.3 GW of capacity by 2028 while ramping revenue and managing rising operating losses. https://slicast.com/zh/article/e9y62v Slicast zh-cn 2026-10-06T15:19:55.000Z 新兴数据中心运营商DayOne启动IPO,目标2028年实现2.3GW产能,同时扩大营收和管理运营亏损。 https://slicast.com/ko/article/e9y62v Slicast ko 2026-10-06T15:19:55.000Z DayOne은 신규 데이터센터 운영사로서 공모를 추진하며 2028년까지 2.3 GW 용량 확보를 목표로 수익을 확대하면서 증가하는 운영 손실을 관리하고 있다. https://slicast.com/article/1yybv77 Slicast en 2026-10-06T15:08:05.000Z Oakland City Council votes on a 45-day data center development moratorium to assess local power grid and infrastructure impacts. https://slicast.com/zh/article/1yybv77 Slicast zh-cn 2026-10-06T15:08:05.000Z Oakland市议会投票对数据中心发展实施45天暂停令,以评估当地电网和基础设施影响。 https://slicast.com/ko/article/1yybv77 Slicast ko 2026-10-06T15:08:05.000Z Oakland City Council이 지역 전력망 및 인프라 영향을 평가하기 위해 45일 데이터 센터 개발 모라토리엄에 투표한다. https://slicast.com/article/6nkp7f Slicast en 2026-10-06T15:06:55.000Z IREN (a Bitcoin mining operator) pivots toward AI cloud compute deals and GPU leasing, reframing its investor narrative and revenue diversification strategy. https://slicast.com/zh/article/6nkp7f Slicast zh-cn 2026-10-06T15:06:55.000Z 比特币矿商IREN转向AI云计算和GPU租赁业务,调整投资者叙事和收入多元化战略。 https://slicast.com/ko/article/6nkp7f Slicast ko 2026-10-06T15:06:55.000Z IREN은 비트코인 채굴에서 AI 클라우드 컴퓨팅 및 GPU 임차로 방향을 전환하며 투자자 내러티브와 수익 다각화 전략을 재구성하고 있다. https://slicast.com/article/zejplx Slicast en 2026-10-06T15:02:11.000Z Analysis: AI data center power demand is approaching grid capacity limits, with electricity supply emerging as the primary bottleneck for further buildout scale. https://slicast.com/zh/article/zejplx Slicast zh-cn 2026-10-06T15:02:11.000Z 分析:AI数据中心电力需求接近电网容量上限,电力供应成为进一步扩张的主要瓶颈。 https://slicast.com/ko/article/zejplx Slicast ko 2026-10-06T15:02:11.000Z 분석: AI 데이터 센터 전력 수요가 전력망 용량 한계에 근접하고 있으며, 전기 공급이 추가 확장의 주요 병목으로 부상하고 있습니다. https://slicast.com/article/1dgigc5 Slicast en 2026-10-06T15:00:00.000Z Commonwealth Edison (ComEd) commits to file a virtual power plant (VPP) framework by end of 2027, expanding grid resources beyond battery storage. https://slicast.com/zh/article/1dgigc5 Slicast zh-cn 2026-10-06T15:00:00.000Z Commonwealth Edison(ComEd)承诺在2027年底前提交虚拟电厂(VPP)框架,扩展电网资源超越电池储能。 https://slicast.com/ko/article/1dgigc5 Slicast ko 2026-10-06T15:00:00.000Z Commonwealth Edison (ComEd)은 2027년 말까지 가상 발전소(VPP) 프레임워크를 제출하기로 약속하고, 배터리 저장을 넘어 그리드 자원을 확대한다. https://slicast.com/article/13bct5n Slicast en 2026-10-06T14:59:53.000Z Microsoft and Chevron sign a 20-year power purchase agreement (PPA) to supply electricity for a Texas data center facility. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-06T14:59:53.000Z Microsoft与Chevron签署20年电力购买协议(PPA),为Texas数据中心供应电力。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-06T14:59:53.000Z Microsoft와 Chevron이 Texas 데이터센터 시설에 전력을 공급하기 위한 20년 전력구매계약(PPA)을 체결했습니다. https://slicast.com/article/1pfb972 Slicast en 2026-10-06T14:49:21.000Z MISO (Midwestern regional grid operator) accelerates its interconnection queue processing to reduce time-to-grid for new power generation projects. https://slicast.com/zh/article/1pfb972 Slicast zh-cn 2026-10-06T14:49:21.000Z MISO(美国中西部区域电网运营商)加快接入队列处理,减少新电源项目的上网时间。 https://slicast.com/ko/article/1pfb972 Slicast ko 2026-10-06T14:49:21.000Z MISO(중서부 지역 계통 운영사)는 상호연결 대기열 처리를 가속화하여 신규 발전 프로젝트의 계통 연결 시간을 단축합니다. https://slicast.com/article/thdf0a Slicast en 2026-10-06T14:48:41.000Z Small modular reactor (SMR) developer NuScale receives support from ENTRA1 for commercial deployment of nuclear power to supply AI data center operations. https://slicast.com/zh/article/thdf0a Slicast zh-cn 2026-10-06T14:48:41.000Z 小型模块化反应堆(SMR)开发商NuScale获得ENTRA1支持,部署核电为AI数据中心供电。 https://slicast.com/ko/article/thdf0a Slicast ko 2026-10-06T14:48:41.000Z 소형 모듈식 원자로(SMR) 개발사 NuScale이 AI 데이터센터 운영을 위한 원자력 상용 배포에 ENTRA1으로부터 지원을 받습니다. https://slicast.com/article/ksybzw Slicast en 2026-10-06T14:33:11.000Z An analysis concludes that geothermal power can realistically meet only approximately 90 GW of the estimated 800 GW total power demand for future AI data centers globally. https://slicast.com/zh/article/ksybzw Slicast zh-cn 2026-10-06T14:33:11.000Z 分析表明地热能现实上只能满足全球 AI 数据中心估计 800 GW 电力需求中的约 90 GW。 https://slicast.com/ko/article/ksybzw Slicast ko 2026-10-06T14:33:11.000Z 한 분석은 지열 발전이 향후 글로벌 AI 데이터 센터의 예상 800 GW 전체 전력 수요 중 약 90 GW만 현실적으로 충족할 수 있다고 결론짓는다. https://slicast.com/article/2heffd Slicast en 2026-10-06T14:30:56.000Z Applied Digital is developing a 1 GW data center campus in Finland, expanding the GPU cloud provider's infrastructure footprint in Europe. https://slicast.com/zh/article/2heffd Slicast zh-cn 2026-10-06T14:30:56.000Z Applied Digital 正在芬兰开发 1 GW 数据中心园区，扩展这家 GPU 云提供商在欧洲的基础设施。 https://slicast.com/ko/article/2heffd Slicast ko 2026-10-06T14:30:56.000Z Applied Digital이 핀란드에 1 GW 데이터센터 캠퍼스를 개발하고 있으며, 유럽의 GPU 클라우드 인프라 입지를 확대하고 있습니다. https://slicast.com/article/1m7f0fm Slicast en 2026-10-06T14:06:54.000Z Google has signed a 20-year nuclear power purchase agreement valued at $4.3 billion to supply electricity for its data center expansion. https://slicast.com/zh/article/1m7f0fm Slicast zh-cn 2026-10-06T14:06:54.000Z 谷歌签署了价值 43 亿美元、为期 20 年的核电购电协议，为数据中心扩建供电。 https://slicast.com/ko/article/1m7f0fm Slicast ko 2026-10-06T14:06:54.000Z Google이 데이터 센터 확장을 위한 전기 공급을 위해 $4.3 billion 규모의 20년 원전 전력 구매 계약을 체결했습니다. https://slicast.com/article/1kd57mf Slicast en 2026-10-06T14:00:02.000Z The U.S. Department of Energy intends to provide a $4.2 billion loan to Vistra for nuclear uprates of 433 MW while preserving 4 GW of existing capacity to meet data center power demand. https://slicast.com/zh/article/1kd57mf Slicast zh-cn 2026-10-06T14:00:02.000Z 美国能源部计划向 Vistra 提供 42 亿美元贷款，用于 433 MW 核电增容并保护现有 4 GW 产能以满足数据中心电力需求。 https://slicast.com/ko/article/1kd57mf Slicast ko 2026-10-06T14:00:02.000Z 미국 에너지부는 데이터 센터 전력 수요를 충족하기 위해 기존 4 GW 용량을 유지하면서 433 MW의 원자력 업그레이드를 위해 Vistra에 $4.2 billion의 대출을 제공할 의도이다. https://slicast.com/article/1mr6q5a Slicast en 2026-10-06T13:51:45.000Z Argonne's Leadership Computing Facility has expanded Aurora supercomputer's DAOS distributed storage system to 800 servers, architecting data pipelines for thousands of compute nodes across AI and sci https://slicast.com/zh/article/1mr6q5a Slicast zh-cn 2026-10-06T13:51:45.000Z 阿贡国家实验室高性能计算设施已将 Aurora 超级计算机的 DAOS 分布式存储系统扩展至 800 台服务器，为数千个计算节点的 AI 和科学工作负载搭建数据管道。 https://slicast.com/ko/article/1mr6q5a Slicast ko 2026-10-06T13:51:45.000Z Argonne의 Leadership Computing Facility가 Aurora 슈퍼컴퓨터의 DAOS 분산 저장소 시스템을 800개 서버로 확장했으며, AI 및 과학 워크로드 전반에 걸쳐 수천 개의 계산 노드를 위한 데이터 파이프라인을 구축했다. https://slicast.com/article/g307ng Slicast en 2026-10-06T13:48:57.000Z Samsung and SK Hynix have collectively lost 27 engineers to CXMT (ChangXin Memory), China's advanced memory chip maker, with most departures occurring within the past three years. https://slicast.com/zh/article/g307ng Slicast zh-cn 2026-10-06T13:48:57.000Z 三星和 SK 海力士共计向中国先进存储芯片制造商长鑫存储（CXMT）失去了 27 名工程师，其中大部分离职发生在过去三年。 https://slicast.com/ko/article/g307ng Slicast ko 2026-10-06T13:48:57.000Z Samsung과 SK Hynix는 중국의 첨단 메모리 칩 제조업체인 CXMT (ChangXin Memory)로 총 27명의 엔지니어를 잃었으며, 대부분의 이탈이 지난 3년 내에 발생했다. https://slicast.com/article/12stlf5 Slicast en 2026-10-06T13:39:32.000Z Elon Musk has indicated that TSMC could join Terafab, the U.S. government-backed initiative to build advanced chip manufacturing capacity on American soil. https://slicast.com/zh/article/12stlf5 Slicast zh-cn 2026-10-06T13:39:32.000Z 埃隆·马斯克表示台积电可能加入 Terafab，美国政府支持的在美国本土建设先进芯片制造产能的倡议。 https://slicast.com/ko/article/12stlf5 Slicast ko 2026-10-06T13:39:32.000Z 엘론 머스크는 TSMC가 미국 내 첨단 반도체 제조 능력을 구축하기 위해 미국 정부가 지원하는 Terafab에 참여할 수 있다고 밝혔다. https://slicast.com/article/r97eql Slicast en 2026-10-06T13:24:56.000Z Marvell has told Wall Street that its custom AI chip designs will exceed internal forecasts, driven by strong hyperscaler demand for Nvidia alternatives. https://slicast.com/zh/article/r97eql Slicast zh-cn 2026-10-06T13:24:56.000Z Marvell 告知华尔街其定制 AI 芯片设计将超过内部预期，受到超大规模云计算商对英伟达替代品的强劲需求驱动。 https://slicast.com/ko/article/r97eql Slicast ko 2026-10-06T13:24:56.000Z Marvell이 월스트리트에 자사의 맞춤형 AI 칩 설계가 내부 예측을 초과할 것이라고 밝혔으며, Nvidia 대체품에 대한 강한 하이퍼스케일러 수요에 의해 주도되고 있습니다. https://slicast.com/article/tctaeq Slicast en 2026-10-06T13:21:05.000Z Applied Materials and Intel have partnered at the EPIC Center to develop and accelerate manufacturing processes for advanced AI chips. https://slicast.com/zh/article/tctaeq Slicast zh-cn 2026-10-06T13:21:05.000Z 应用材料公司和英特尔在 EPIC 中心合作开发并加快先进 AI 芯片的制造工艺。 https://slicast.com/ko/article/tctaeq Slicast ko 2026-10-06T13:21:05.000Z Applied Materials와 Intel이 EPIC Center에서 첨단 AI 칩 제조 공정을 개발하고 가속화하기 위해 파트너십을 체결했습니다. https://slicast.com/article/14gnxrv Slicast en 2026-10-06T13:20:00.000Z Gigaphoton has introduced a neon gas recycling system capable of recovering approximately 50% of neon used in DUV lithography, addressing critical fab supply constraints. https://slicast.com/zh/article/14gnxrv Slicast zh-cn 2026-10-06T13:20:00.000Z Gigaphoton 推出了氖气回收系统，能够回收 DUV 光刻中使用的氖气的约 50%，解决晶圆厂的关键供应瓶颈。 https://slicast.com/ko/article/14gnxrv Slicast ko 2026-10-06T13:20:00.000Z Gigaphoton이 DUV 리소그래피에 사용되는 네온의 약 50%를 회수할 수 있는 네온 가스 재활용 시스템을 도입했으며, 팹의 심각한 공급 제약 문제를 해결한다. https://slicast.com/article/1idvbqe Slicast en 2026-10-06T13:12:00.000Z RMX Publishes Brief on QuantrusX Distributed Data Center https://slicast.com/zh/article/1idvbqe Slicast zh-cn 2026-10-06T13:12:00.000Z RMX发布QuantrusX分布式数据中心摘要 https://slicast.com/article/5u0pwc Slicast en 2026-10-06T13:11:20.000Z AMD shared benchmarks for its RTX Spark AI accelerator, positioned as a competitor to Nvidia's offerings in data center AI compute. https://slicast.com/zh/article/5u0pwc Slicast zh-cn 2026-10-06T13:11:20.000Z AMD公布其RTX Spark AI加速器的基准测试成绩，定位为英伟达数据中心AI计算产品的竞争对手。 https://slicast.com/ko/article/5u0pwc Slicast ko 2026-10-06T13:11:20.000Z AMD가 RTX Spark AI 가속기 벤치마크를 발표했으며, 데이터센터 AI 컴퓨팅에서 Nvidia의 경쟁자로 자리매김했다. https://slicast.com/article/14r1mxg Slicast en 2026-10-06T13:10:48.000Z DeepSeek reportedly secured ¥800 billion in new funding and is preparing for an IPO, marking a strategic shift toward capital mobilization for frontier AI model development. https://slicast.com/zh/article/14r1mxg Slicast zh-cn 2026-10-06T13:10:48.000Z 深度求索据报获得约800亿元新融资，正筹备上市，标志其从此前拒绝资本融入转向面向前沿AI模型开发的资本动员。 https://slicast.com/ko/article/14r1mxg Slicast ko 2026-10-06T13:10:48.000Z DeepSeek이 ¥800억의 신규 자금을 확보했으며 IPO를 준비 중인 것으로 전해지고 있으며, 이는 차세대 AI 모델 개발을 위한 자본 동원으로의 전략적 전환을 나타냅니다. https://slicast.com/article/1ugci3z Slicast en 2026-10-06T13:10:22.000Z LG Electronics secured a contract to provide cooling solutions for a 5+ gigawatt AI data center facility. https://slicast.com/zh/article/1ugci3z Slicast zh-cn 2026-10-06T13:10:22.000Z LG电子获得为一座5吉瓦以上规模AI数据中心提供冷却解决方案的合同。 https://slicast.com/ko/article/1ugci3z Slicast ko 2026-10-06T13:10:22.000Z LG Electronics가 5+ 기가와트 규모 AI 데이터센터 냉각 솔루션 공급 계약을 확보했다. https://slicast.com/article/z7t6b7 Slicast en 2026-10-06T13:00:19.000Z Why Telecom Operators Are Building Their AI Strategy on Open Models https://slicast.com/zh/article/z7t6b7 Slicast zh-cn 2026-10-06T13:00:19.000Z 电信运营商为何基于开源模型构建AI战略 https://slicast.com/article/1hh6y2 Slicast en 2026-10-06T13:00:00.000Z Intel and Applied Materials are collaborating on 3D chip stacking techniques for AI accelerators, with work underway at EPIC Center. https://slicast.com/zh/article/1hh6y2 Slicast zh-cn 2026-10-06T13:00:00.000Z 英特尔与应用材料在EPIC中心合作推进AI加速器的三维芯片堆叠技术。 https://slicast.com/ko/article/1hh6y2 Slicast ko 2026-10-06T13:00:00.000Z Intel과 Applied Materials는 AI 가속기용 3D 칩 적층 기술 개발에 협력하고 있으며, EPIC Center에서 작업이 진행 중이다. https://slicast.com/article/d7na7w Slicast en 2026-10-06T13:00:00.000Z Teradyne introduced the Titan HP platform with burn-in testing capabilities for advanced AI accelerators used in data center deployments. https://slicast.com/zh/article/d7na7w Slicast zh-cn 2026-10-06T13:00:00.000Z Teradyne推出Titan HP平台，具备为数据中心AI加速器进行老化测试的能力。 https://slicast.com/ko/article/d7na7w Slicast ko 2026-10-06T13:00:00.000Z Teradyne이 데이터센터 배포에 사용되는 고급 AI 가속기용 번인 테스트 기능이 있는 Titan HP 플랫폼을 발표했다. https://slicast.com/article/1s271d1 Slicast en 2026-10-06T12:59:29.000Z Dell added data context, preparation, and storage features to its AI data platform. https://slicast.com/zh/article/1s271d1 Slicast zh-cn 2026-10-06T12:59:29.000Z 戴尔为其AI数据平台增加了数据上下文、准备和存储功能。 https://slicast.com/ko/article/1s271d1 Slicast ko 2026-10-06T12:59:29.000Z Dell이 자사 AI 데이터 플랫폼에 데이터 컨텍스트, 준비, 스토리지 기능을 추가했다. https://slicast.com/article/bd9kn0 Slicast en 2026-10-06T12:55:10.000Z Constellation Energy signed 20-year power purchase agreements with Google and Amazon for approximately 1.1 GW of new nuclear capacity expansion, with Google's portion valued at $4.3 billion for 890 MW https://slicast.com/zh/article/bd9kn0 Slicast zh-cn 2026-10-06T12:55:10.000Z 星座能源与谷歌和亚马逊签订20年购电协议，为约1.1吉瓦核能产能扩建，其中谷歌部分价值43亿美元、装机容量890兆瓦。 https://slicast.com/ko/article/bd9kn0 Slicast ko 2026-10-06T12:55:10.000Z Constellation Energy가 Google 및 Amazon과 새로운 원자력 용량 약 1.1 GW 확대를 위한 20년 전력구매계약을 체결했으며, Google의 부분은 890 MW에 대해 43억 달러로 평가된다. https://slicast.com/article/13ydvh2 Slicast en 2026-10-06T12:54:31.000Z South Korea announced ₩4.7 trillion ($3.49 billion) in government-backed equity investment to develop a homegrown frontier AI model capable of rivaling Chinese leaders. https://slicast.com/zh/article/13ydvh2 Slicast zh-cn 2026-10-06T12:54:31.000Z 韩国宣布投入4.7万亿韩元（约34.9亿美元）的政府支持股权投资，用于开发能与中国领先者竞争的自主前沿AI模型。 https://slicast.com/ko/article/13ydvh2 Slicast ko 2026-10-06T12:54:31.000Z 한국이 중국의 frontier AI 선도 기업들과 경쟁할 수 있는 자국형 frontier AI 모델 개발을 위해 정부 지원 지분 투자 ₩4.7 trillion ($3.49 billion)을 발표했다. https://slicast.com/article/gbejqw Slicast en 2026-10-06T12:49:08.000Z Google has secured a massive 3.6 GW power purchase agreement with Constellation Energy to supply electricity for large-scale AI data center expansion. https://slicast.com/zh/article/gbejqw Slicast zh-cn 2026-10-06T12:49:08.000Z Google与Constellation Energy达成3.6 GW电力购买协议，用于大规模AI数据中心扩张。 https://slicast.com/article/1mvm4sw Slicast en 2026-10-06T12:45:00.000Z EV charging company Xeal plans to deploy 100,000 Nvidia GPUs in pods at roadside charging sites across the U.S., creating a distributed edge inference network. https://slicast.com/zh/article/1mvm4sw Slicast zh-cn 2026-10-06T12:45:00.000Z 电动车充电公司Xeal计划在美国各地充电站部署10万块英伟达GPU，建立分布式边缘推理网络。 https://slicast.com/ko/article/1mvm4sw Slicast ko 2026-10-06T12:45:00.000Z EV 충전 회사 Xeal은 미국 전역의 도로변 충전소에 100,000개의 Nvidia GPU를 팟으로 배포하여 분산형 엣지 추론 네트워크를 구축할 계획입니다. https://slicast.com/article/1slj2nt Slicast en 2026-10-06T12:41:04.000Z Micron announced record guidance and 2027 HBM surcharges, signaling sustained pricing power as high-bandwidth memory supply remains constrained. https://slicast.com/zh/article/1slj2nt Slicast zh-cn 2026-10-06T12:41:04.000Z 美光公布创纪录前景指引和2027年HBM附加费用计划，表明高带宽存储器供应依然紧张的背景下定价权保持强势。 https://slicast.com/ko/article/1slj2nt Slicast ko 2026-10-06T12:41:04.000Z Micron이 사상 최고 가이던스와 2027년 HBM 할증료를 발표했으며, 고대역폭 메모리 공급 부족 속에서 지속된 가격 결정력을 신호하고 있다. https://slicast.com/article/7xvcpm Slicast en 2026-10-06T12:31:18.000Z China is accelerating global compute deployment and scaling AI infrastructure through international partnerships to circumvent U.S. export restrictions. https://slicast.com/zh/article/7xvcpm Slicast zh-cn 2026-10-06T12:31:18.000Z 中国正通过国际合作加快全球计算能力部署和AI基础设施扩展，以规避美国出口管制。 https://slicast.com/ko/article/7xvcpm Slicast ko 2026-10-06T12:31:18.000Z 중국이 미국의 수출 제한을 우회하기 위해 국제 파트너십을 통해 글로벌 컴퓨팅 배포를 가속화하고 AI 인프라를 확대하고 있다. https://slicast.com/article/18z6vl4 Slicast en 2026-10-06T12:17:09.000Z Applied Digital will develop a 1 GW AI data center campus in Finland, securing long-term power agreements for its first Nordic facility. https://slicast.com/zh/article/18z6vl4 Slicast zh-cn 2026-10-06T12:17:09.000Z Applied Digital 在芬兰开发 1 GW AI 数据中心园区，并为其首个北欧设施获得长期电力协议。 https://slicast.com/article/1wehfet Slicast en 2026-10-06T12:10:35.000Z Clockwork.io announced $31 million in funding, with new deployments at LinkedIn and Together AI, offering tools to preserve GPU workload progress without code changes. https://slicast.com/zh/article/1wehfet Slicast zh-cn 2026-10-06T12:10:35.000Z Clockwork.io宣布获得3100万美元融资，在LinkedIn和Together AI实现新部署，提供能在不修改代码的情况下保留GPU工作负荷进度的工具。 https://slicast.com/ko/article/1wehfet Slicast ko 2026-10-06T12:10:35.000Z Clockwork.io가 $31 million 자금 조달을 발표했으며, LinkedIn과 Together AI에서 새로운 배포를 시작했고, 코드 변경 없이 GPU 워크로드 진행을 보존하는 도구를 제공합니다. https://slicast.com/article/17ycb86 Slicast en 2026-10-06T12:00:00.000Z U.S. data center construction spending hit a record $85 billion annual pace in August 2026, up 73% year-over-year. https://slicast.com/zh/article/17ycb86 Slicast zh-cn 2026-10-06T12:00:00.000Z 美国数据中心建设支出在2026年8月达到创纪录的每年850亿美元速率，同比增长73%。 https://slicast.com/ko/article/17ycb86 Slicast ko 2026-10-06T12:00:00.000Z U.S. 데이터 센터 건설 지출이 2026년 8월에 연간 $85 billion의 사상 최고치를 기록했으며, 전년 대비 73% 상승했습니다. https://slicast.com/article/1f7fca8 Slicast en 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: entry into a material agreement, creation of a material debt / off-balance-sheet obligation, Regulation FD disclosure https://slicast.com/zh/article/1f7fca8 Slicast zh-cn 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/1vhb5al Slicast en 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: other material event https://slicast.com/zh/article/1vhb5al Slicast zh-cn 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/1w34r5y Slicast en 2026-10-06T12:00:00.000Z Kohlberg Acquires Advanced Industrial Devices to Accelerate Growth Across Data Center, Water and Power Infrastructure Markets https://slicast.com/zh/article/1w34r5y Slicast zh-cn 2026-10-06T12:00:00.000Z Kohlberg收购Advanced Industrial Devices加速数据中心、水务和电力基础设施业务增长 https://slicast.com/article/akya6 Slicast en 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: Regulation FD disclosure, other material event https://slicast.com/zh/article/akya6 Slicast zh-cn 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/tr891w Slicast en 2026-10-06T11:50:23.000Z Amazon signed a long-term power purchase agreement with Constellation Energy at Calvert Cliffs nuclear facility. https://slicast.com/zh/article/tr891w Slicast zh-cn 2026-10-06T11:50:23.000Z 亚马逊与星座能源在Calvert Cliffs核电站签订长期购电协议。 https://slicast.com/ko/article/tr891w Slicast ko 2026-10-06T11:50:23.000Z Amazon이 Constellation Energy와 Calvert Cliffs 원전에서 장기 전력 구매 계약을 체결했다. https://slicast.com/article/67sa5b Slicast en 2026-10-06T11:48:32.000Z ABB launched direct current (DC) power products to support 1 MW racks and 800 VDC architectures in data centers. https://slicast.com/zh/article/67sa5b Slicast zh-cn 2026-10-06T11:48:32.000Z ABB推出直流电源产品，支持数据中心1兆瓦机柜和800伏直流架构。 https://slicast.com/ko/article/67sa5b Slicast ko 2026-10-06T11:48:32.000Z ABB가 데이터 센터에서 1 MW 랙과 800 VDC 아키텍처를 지원하기 위해 직류(DC) 전력 제품을 출시했다. https://slicast.com/article/1jqxape Slicast en 2026-10-06T11:34:44.000Z Latin America Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/1jqxape Slicast zh-cn 2026-10-06T11:34:44.000Z 拉丁美洲数据中心现状及规划 https://slicast.com/article/1d45zmu Slicast en 2026-10-06T11:30:00.000Z SunPower Breaks Ground on Reno AI Data Center https://slicast.com/zh/article/1d45zmu Slicast zh-cn 2026-10-06T11:30:00.000Z SunPower动工Reno AI数据中心 https://slicast.com/article/17vy9vs Slicast en 2026-10-06T10:50:18.000Z Deepseek is raising at least $12 billion in new funding backed by CATL and Tencent, with the Chinese AI startup targeting a 2027 IPO. https://slicast.com/zh/article/17vy9vs Slicast zh-cn 2026-10-06T10:50:18.000Z Deepseek融资至少120亿美元，获CATL和腾讯支持，目标2027年IPO。 https://slicast.com/article/18xb81r Slicast en 2026-10-06T10:15:53.000Z TeraWulf is accelerating its Kentucky campus to 1 GW capacity by 2029, adding a second 500 MW phase one year ahead of original schedule. https://slicast.com/zh/article/18xb81r Slicast zh-cn 2026-10-06T10:15:53.000Z TeraWulf正加速肯塔基园区至2029年达1 GW容量，较原计划提前一年增加第二个500 MW阶段。 https://slicast.com/article/y4ps1f Slicast en 2026-10-06T08:18:39.000Z Ireland Data Center Market Portfolio 2026-2031: 35 Existing https://slicast.com/zh/article/y4ps1f Slicast zh-cn 2026-10-06T08:18:39.000Z 爱尔兰数据中心市场2026-2031：35个现有设施 https://slicast.com/article/1d77swv Slicast en 2026-10-06T08:12:40.000Z Vietnam Data Center Colocation Market - Supply & Demand https://slicast.com/zh/article/1d77swv Slicast zh-cn 2026-10-06T08:12:40.000Z 越南数据中心代管市场 - 供需 https://slicast.com/article/1qm8e67 Slicast en 2026-10-06T08:10:53.000Z Taiwan Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/1qm8e67 Slicast zh-cn 2026-10-06T08:10:53.000Z 台湾数据中心合租市场供需 https://slicast.com/article/1txtz2e Slicast en 2026-10-06T08:09:41.000Z Australia Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/1txtz2e Slicast zh-cn 2026-10-06T08:09:41.000Z 澳大利亚数据中心合租市场供需 https://slicast.com/article/p35zwr Slicast en 2026-10-05T23:30:00.000Z KKR to Acquire Gen II Fund Services for More Than $5 Billion from Hg and General Atlantic https://slicast.com/zh/article/p35zwr Slicast zh-cn 2026-10-05T23:30:00.000Z KKR以超$50亿收购Gen II Fund Services