https://slicast.com/article/22ddd8 Slicast en 2026-10-20T14:26:00.000Z Nscale has reportedly secured a second deal with Anthropic at its Monarch data center campus. https://slicast.com/zh/article/22ddd8 Slicast zh-cn 2026-10-20T14:26:00.000Z Nscale 据报道已与 Anthropic 达成第二笔合作,将在其 Monarch 数据中心园区落地。 https://slicast.com/ko/article/22ddd8 Slicast ko 2026-10-20T14:26:00.000Z Nscale는 Monarch 데이터센터 캠퍼스와 관련해 Anthropic과 두 번째 계약을 체결한 것으로 알려졌다. https://slicast.com/article/19nsuga Slicast en 2026-10-20T12:50:00.000Z The U.S. government is helping fund projects to restart three shut-down nuclear reactors, with the aim of adding generating capacity for AI data centers. https://slicast.com/zh/article/19nsuga Slicast zh-cn 2026-10-20T12:50:00.000Z 美国政府正在资助重启三座已关停核反应堆的项目,旨在为AI数据中心增加发电容量。 https://slicast.com/ko/article/19nsuga Slicast ko 2026-10-20T12:50:00.000Z 미국 정부가 가동을 중단했던 원자로 3기의 재가동 프로젝트에 자금을 지원하고 있으며, 이를 통해 AI 데이터센터를 위한 발전 용량을 늘리는 것이 목표다. https://slicast.com/article/i1q7ak Slicast en 2026-10-20T12:45:36.000Z OpenAI is reportedly racing to raise $30 billion before Anthropic goes public. https://slicast.com/zh/article/i1q7ak Slicast zh-cn 2026-10-20T12:45:36.000Z OpenAI据报道正竞相在Anthropic上市前募集300亿美元。 https://slicast.com/ko/article/i1q7ak Slicast ko 2026-10-20T12:45:36.000Z OpenAI는 Anthropic이 상장하기 전에 300억 달러를 조달하기 위해 서두르고 있는 것으로 알려졌다. https://slicast.com/article/xo1mrn Slicast en 2026-10-20T12:22:30.000Z Reports say ByteDance, Alibaba and Tencent have ordered more than 3 million Nvidia chips worth about $35 billion, with demand far exceeding Nvidia's planned production. A separate report suggests the https://slicast.com/zh/article/xo1mrn Slicast zh-cn 2026-10-20T12:22:30.000Z 据报道,字节跳动、阿里巴巴和腾讯已订购超过300万颗英伟达芯片,价值约350亿美元,需求远超英伟达的计划产能。另有报道称,这三家公司可能仅能获得其中约十分之一的供货。 https://slicast.com/ko/article/xo1mrn Slicast ko 2026-10-20T12:22:30.000Z 보도에 따르면 바이트댄스, 알리바바, 텐센트가 약 350억 달러 규모, 300만 개 이상의 엔비디아 칩을 주문했으며, 수요가 엔비디아의 계획된 생산량을 크게 웃돈다. 한편 별도의 보도에서는 세 기업이 주문량의 약 10분의 1만 받을 수도 있다고 전했다. https://slicast.com/article/1a83rks Slicast en 2026-10-20T12:10:00.000Z Tencent, Alibaba and ByteDance have reportedly placed orders worth about $35 billion for Nvidia RTX Pro 5500 GPUs, with demand well above Nvidia's planned production. Other outlets report the order is https://slicast.com/zh/article/1a83rks Slicast zh-cn 2026-10-20T12:10:00.000Z 腾讯、阿里巴巴和字节跳动据报道已下单采购价值约350亿美元的英伟达RTX Pro 5500 GPU,需求大幅超出英伟达的计划产量。其他媒体报道称订单量超过300万颗芯片,也有机构估计中国买家最终可能只能拿到其中约十分之一。 https://slicast.com/ko/article/1a83rks Slicast ko 2026-10-20T12:10:00.000Z Tencent, Alibaba, ByteDance가 Nvidia RTX Pro 5500 GPU에 약 350억 달러 규모의 주문을 넣은 것으로 전해졌다. 수요는 Nvidia의 계획 생산량을 크게 웃돈다. 다른 매체들은 주문 물량이 300만 개 이상이라고 보도했으며, 일부 추정에서는 중국 구매자가 그중 약 10분의 1만 받을 수 있다고 본다. https://slicast.com/article/h0y3cy Slicast en 2026-10-19T21:10:00.000Z Nasdaq tech sector rebounded on October 19; CRWV analyst consensus target price of $140.58 maintains Buy https://slicast.com/zh/article/h0y3cy Slicast zh-cn 2026-10-19T21:10:00.000Z Nasdaq 科技板块 10 月 19 日反弹，CRWV 分析师共识目标价 $140.58 维持 Buy https://slicast.com/ko/article/h0y3cy Slicast ko 2026-10-19T21:10:00.000Z 나스닥 기술 섹터, 10월 19일 반등; CRWV 애널리스트 컨센서스 목표주가 140.58달러, 매수 의견 유지 https://slicast.com/article/2p86sw Slicast en 2026-10-19T21:09:00.000Z South Korean AI data center operator Elice raises $151 million in Kosdaq IPO, retail tranche oversubscribed 400 times https://slicast.com/zh/article/2p86sw Slicast zh-cn 2026-10-19T21:09:00.000Z 韩国 AI 数据中心商 Elice 在 Kosdaq IPO 融资 $1.51 亿，零售端超额认购 400 倍 https://slicast.com/ko/article/2p86sw Slicast ko 2026-10-19T21:09:00.000Z South Korean AI data center operator Elice raises $151 million in Kosdaq IPO, retail tranche oversubscribed 400 times Translation: 한국의 AI 데이터센터 운영사 엘리스가 코스닥 기업공개(IPO)를 통해 1억 5,100만 달러를 조달했으며, 일반 청약 https://slicast.com/article/1jmgjin Slicast en 2026-10-19T21:08:00.000Z Google signs nuclear PPA with Constellation Energy; U.S. Department of Energy advances $4.4 billion loan to restart three nuclear plants totaling 2.25GW https://slicast.com/zh/article/1jmgjin Slicast zh-cn 2026-10-19T21:08:00.000Z Google 与 Constellation Energy 签署核电 PPA；美国能源部推进 $44 亿贷款重启三座核电站共 2.25GW https://slicast.com/ko/article/1jmgjin Slicast ko 2026-10-19T21:08:00.000Z Google, Constellation Energy와 원자력 PPA 체결; 미국 에너지부, 총 2.25GW 규모 원자력 발전소 3기 재가동을 위한 44억 달러 대출 추진 https://slicast.com/article/vacwpy Slicast en 2026-10-19T21:07:00.000Z EverWind signs first 95MW frontier AI lab lease in Nova Scotia, Canada, as C$10 billion greenfield campus moves into commercialization https://slicast.com/zh/article/vacwpy Slicast zh-cn 2026-10-19T21:07:00.000Z EverWind 在加拿大新斯科舍省签下首份 95MW 前沿 AI 实验室租约，C$100 亿绿地园区进入商业化 https://slicast.com/ko/article/vacwpy Slicast ko 2026-10-19T21:07:00.000Z EverWind, 캐나다 노바스코샤에서 첫 95MW 규모 프런티어 AI 연구소 임대 계약 체결… 100억 캐나다 달러 규모 그린필드 캠퍼스 상업화 단계 진입 https://slicast.com/article/14nyu2b Slicast en 2026-10-19T21:06:00.000Z OCP Summit: Meta Unveils IcePack Liquid-Cooled Rack and 102.4T IceCube Switch; IDC Raises 2029 OCP Compute Infrastructure Spending Forecast 2.7x to $800 Billion https://slicast.com/zh/article/14nyu2b Slicast zh-cn 2026-10-19T21:06:00.000Z OCP 峰会：Meta 发布 IcePack 液冷机架与 102.4T IceCube 交换机；IDC 将 2029 年 OCP 算力基础设施支出预测上调 2.7 倍至 $8000 亿 https://slicast.com/ko/article/14nyu2b Slicast ko 2026-10-19T21:06:00.000Z OCP 서밋: Meta, 액체 냉각 랙 IcePack과 102.4T 스위치 IceCube 공개; IDC, 2029년 OCP 컴퓨팅 인프라 지출 전망 2.7배 상향 조정, 8,000억 달러 전망 https://slicast.com/article/1o9ph0k Slicast en 2026-10-19T21:05:00.000Z Hyperscalers' combined 2026 capital expenditure totals about $725 billion, with Amazon raising its forecast for the second time to $220 billion. https://slicast.com/zh/article/1o9ph0k Slicast zh-cn 2026-10-19T21:05:00.000Z 超大规模厂商 2026 年合计资本开支约 $7250 亿，Amazon 二度上调至 $2200 亿 https://slicast.com/ko/article/1o9ph0k Slicast ko 2026-10-19T21:05:00.000Z 하이퍼스케일러들의 2026년 합산 설비투자(CAPEX)는 약 7,250억 달러에 달하며, 아마존은 전망치를 두 번째로 상향해 2,200억 달러로 제시했다. https://slicast.com/article/1i1oqyh Slicast en 2026-10-19T21:04:00.000Z Samsung agrees to use TSMC 3nm for NVIDIA NVHBM base die manufacturing, marking the first unified foundry platform across three HBM suppliers https://slicast.com/zh/article/1i1oqyh Slicast zh-cn 2026-10-19T21:04:00.000Z Samsung 同意采用台积电 3nm 为 NVIDIA NVHBM 制造基础 Die，三家 HBM 供应商首次统一代工平台 https://slicast.com/ko/article/1i1oqyh Slicast ko 2026-10-19T21:04:00.000Z 삼성전자, 엔비디아 NVHBM 베이스 다이 생산에 TSMC 3나노 공정 적용 합의… 3개 HBM 공급사에 걸친 첫 통합 파운드리 플랫폼으로 주목 https://slicast.com/article/svsetz Slicast en 2026-10-19T21:03:00.000Z Nscale loses Microsoft UK anchor contract as British grid delays push timeline to 2030s; $30 billion IPO faces added pressure https://slicast.com/zh/article/svsetz Slicast zh-cn 2026-10-19T21:03:00.000Z Nscale 因英国电网延期至 2030s 失去微软 UK 锚定合同，$300 亿 IPO 雪上加霜 https://slicast.com/ko/article/svsetz Slicast ko 2026-10-19T21:03:00.000Z Nscale, UK 그리드 지연으로 일정이 2030년대로 밀려 Microsoft 영국 주요 계약 상실; 300억 달러 규모 IPO에 압박 가중 Wait, the headline says "$30 billion," which is 30 billion dollars, i.e., 300억 달러? No: 30 billion = 300억 is incorrect. https://slicast.com/article/1d07hsa Slicast en 2026-10-19T21:02:00.000Z CoreWeave bond yields break above 16% as CDS-implied five-year default probability rises to 63%; banks tighten AI lending across the system https://slicast.com/zh/article/1d07hsa Slicast zh-cn 2026-10-19T21:02:00.000Z CoreWeave 债券收益率突破 16%，CDS 隐含五年违约率升至 63%，银行系统同步收紧 AI 信贷 https://slicast.com/ko/article/1d07hsa Slicast ko 2026-10-19T21:02:00.000Z CoreWeave 채권 수익률이 16%를 넘어섰으며, CDS 기준 5년 부도 확률은 63%로 상승했다. 은행권 전반에서 AI 대출이 조여지고 있다. https://slicast.com/article/13o61jd Slicast en 2026-10-19T21:01:00.000Z Gartner Quantifies $4.9 Trillion Revenue Gap; "80% of New Cloud Vendors Will Lose Independence" Triggers Sector-Wide Selloff in Stocks and Bonds https://slicast.com/zh/article/13o61jd Slicast zh-cn 2026-10-19T21:01:00.000Z Gartner 量化 $4.9 万亿收入缺口，"80% 新云商将失去独立性"触发全赛道股债双杀 https://slicast.com/ko/article/13o61jd Slicast ko 2026-10-19T21:01:00.000Z Gartner, 4조 9천억 달러 매출 격차 정량화… "신규 클라우드 벤더 80% 독립성 상실" 발언에 주식·채권 업종 전반 매도세 https://slicast.com/article/1wifeak Slicast en 2026-10-19T20:29:00.000Z S&P Global warns that the top hyperscalers likely carry more AI-linked debt than is currently disclosed. https://slicast.com/zh/article/1wifeak Slicast zh-cn 2026-10-19T20:29:00.000Z 标普全球警告，主要超大规模云服务商的AI相关债务可能高于目前已披露的水平。 https://slicast.com/ko/article/1wifeak Slicast ko 2026-10-19T20:29:00.000Z S&P Global는 주요 하이퍼스케일러들이 현재 공시된 것보다 더 많은 AI 관련 부채를 보유하고 있을 가능성이 높다고 경고했다. https://slicast.com/commentary/nscale-2026-10-19 Slicast en 2026-10-19T20:15:00.096Z Why UK Power Grid Delays Cost Nscale Its Microsoft Anchor Tenant, October 2026 https://slicast.com/zh/commentary/nscale-2026-10-19 Slicast zh-cn 2026-10-19T20:15:00.096Z 英国电网延迟致Nscale失去微软主力租户，2026年10月 https://slicast.com/brief/2026-10-20 Slicast en 2026-10-19T20:04:12.302Z Latest AI Infrastructure News: October 20, 2026 https://slicast.com/zh/brief/2026-10-20 Slicast zh-cn 2026-10-19T20:04:12.302Z AI 基础设施新闻早报 · 2026年10月20日 https://slicast.com/ko/brief/2026-10-20 Slicast ko 2026-10-19T20:04:12.302Z 최신 AI 인프라 뉴스 · 2026년 10월 20일 https://slicast.com/article/14wa8ma Slicast en 2026-10-19T19:58:21.000Z A superconducting neuromorphic chip that borrows techniques from quantum computing has passed a battery of tests, including processing fusion-related data. https://slicast.com/zh/article/14wa8ma Slicast zh-cn 2026-10-19T19:58:21.000Z 一款借鉴量子计算技术的超导神经形态芯片已通过一系列测试，其中包括处理与聚变相关的数据。 https://slicast.com/ko/article/14wa8ma Slicast ko 2026-10-19T19:58:21.000Z 양자 컴퓨팅 기술을 차용한 초전도 뉴로모픽 칩이 핵융합 관련 데이터 처리를 포함한 일련의 시험을 통과했다. https://slicast.com/article/unnsgm Slicast en 2026-10-19T19:27:08.000Z German Chancellor Friedrich Merz and NVIDIA founder and CEO Jensen Huang met at the Kraftwerk, a former Berlin power station, to discuss Germany's push to lead in industrial AI and how NVIDIA will hel https://slicast.com/zh/article/unnsgm Slicast zh-cn 2026-10-19T19:27:08.000Z 德国总理弗里德里希·默茨与英伟达创始人兼首席执行官黄仁勋在柏林一座由前发电站改建的会场会面，讨论德国如何引领工业AI，以及英伟达将提供哪些帮助。 https://slicast.com/ko/article/unnsgm Slicast ko 2026-10-19T19:27:08.000Z 독일의 프리드리히 메르츠 총리와 NVIDIA 창업자 겸 CEO 젠슨 황은 베를린의 옛 발전소 건물인 Kraftwerk에서 만나 독일의 산업 AI 주도권 확보 노력과 NVIDIA의 지원 방안을 논의했다. https://slicast.com/article/icn3nn Slicast en 2026-10-19T18:49:22.000Z New York University (NYU) has announced the deployment of Torch, a supercomputer to power academic discovery in New York State. https://slicast.com/zh/article/icn3nn Slicast zh-cn 2026-10-19T18:49:22.000Z 纽约大学（NYU）宣布部署超级计算机Torch，以支持纽约州的学术研究。 https://slicast.com/ko/article/icn3nn Slicast ko 2026-10-19T18:49:22.000Z New York University(NYU)는 뉴욕주의 학술 연구를 지원하기 위한 슈퍼컴퓨터 Torch의 도입을 발표했다. https://slicast.com/article/wz5i7s Slicast en 2026-10-19T18:08:52.000Z Altera brings defense-grade capabilities across its Agilex FPGA portfolio, with scalable performance and rugged packaging for aerospace and defense systems in harsh environments. https://slicast.com/zh/article/wz5i7s Slicast zh-cn 2026-10-19T18:08:52.000Z 阿尔特拉为其Agilex现场可编程门阵列产品组合带来国防级能力，提供可扩展性能与坚固封装，适用于严苛环境下的航空航天与国防系统。 https://slicast.com/ko/article/wz5i7s Slicast ko 2026-10-19T18:08:52.000Z Altera는 Agilex FPGA 포트폴리오 전반에 걸쳐 국방 등급 기능을 제공하며, 항공우주 및 국방 시스템이 가혹한 환경에서 작동할 수 있도록 확장 가능한 성능과 견고한 패키징을 제공합니다. https://slicast.com/article/a7d4xc Slicast en 2026-10-19T18:08:00.000Z Data Center Cooling Tower Market to Reach USD 2.44 Billion by 2035 as Water Rules Push Hybrid and Adiabatic Coolers - DC Market Insights https://slicast.com/zh/article/a7d4xc Slicast zh-cn 2026-10-19T18:08:00.000Z 数据中心冷却塔市场预计到2035年达24.4亿美元，水资源规定推动混合式和绝热式冷却器发展 - DC Market Insights https://slicast.com/ko/article/a7d4xc Slicast ko 2026-10-19T18:08:00.000Z 데이터센터 냉각탑 시장, 수자원 규제 강화에 힘입어 2035년 24억 4천만 달러 규모로 성장 전망 - DC Market Insights https://slicast.com/article/wtg5na Slicast en 2026-10-19T18:03:35.000Z Scripps Research will advance biomedical AI through the Huang Foundation Compute Grant, an in-kind grant supporting projects including a virtual human immune system and charting the 'dark' proteome. https://slicast.com/zh/article/wtg5na Slicast zh-cn 2026-10-19T18:03:35.000Z 斯克里普斯研究所将通过Huang Foundation Compute Grant获得实物计算资源捐赠，以推进生物医学AI，支持的项目包括构建虚拟人体免疫系统以及绘制“暗”蛋白质组图谱。 https://slicast.com/ko/article/wtg5na Slicast ko 2026-10-19T18:03:35.000Z Scripps Research는 Huang Foundation Compute Grant를 통해 바이오의학 AI를 발전시킬 예정입니다. 이 현물 지원 프로그램은 가상 인간 면역 체계 구축과 'dark' 프로테옴 지도화를 포함한 프로젝트를 지원합니다. https://slicast.com/article/wrz3y7 Slicast en 2026-10-19T16:35:00.000Z A report warns that Europe's cloud sovereignty rules are being used to favor selected national providers and could stifle pan-European cloud development. https://slicast.com/zh/article/wrz3y7 Slicast zh-cn 2026-10-19T16:35:00.000Z 一份报告警告，欧洲的云主权规则正被用于偏袒部分国家级服务商，可能抑制泛欧云服务的发展。 https://slicast.com/ko/article/wrz3y7 Slicast ko 2026-10-19T16:35:00.000Z 유럽의 클라우드 주권 규정이 일부 국내 사업자에게 유리하게 활용되고 있으며, 범유럽 클라우드 생태계의 발전을 저해할 수 있다는 보고서의 경고가 나왔다. https://slicast.com/article/ss0y4u Slicast en 2026-10-19T16:21:50.000Z Canada has published an Advanced Procurement Notice for a data center in Ontario, with estimated cost between CA$1.5bn and $1.85bn. https://slicast.com/zh/article/ss0y4u Slicast zh-cn 2026-10-19T16:21:50.000Z 加拿大发布了一份安大略省数据中心的高级采购预告，估算成本介于15亿至18.5亿加元之间。 https://slicast.com/ko/article/ss0y4u Slicast ko 2026-10-19T16:21:50.000Z 캐나다가 온타리오주 데이터센터에 대한 사전 조달 공고(Advanced Procurement Notice)를 게시했으며, 예상 비용은 15억 캐나다 달러에서 18억 5천만 캐나다 달러 사이다. https://slicast.com/article/1nmct2z Slicast en 2026-10-19T16:19:44.000Z A Russian official has proposed building data centers in disused coal mines to protect them from drone strikes, as prolonged Ukrainian strikes rattle the Russian government. https://slicast.com/zh/article/1nmct2z Slicast zh-cn 2026-10-19T16:19:44.000Z 一名俄罗斯官员提议在废弃煤矿中建设数据中心，以防范无人机袭击，而持续不断的乌克兰袭击已令俄罗斯政府承压。 https://slicast.com/ko/article/1nmct2z Slicast ko 2026-10-19T16:19:44.000Z 러시아 관리가 드론 공격으로부터 데이터센터를 보호하기 위해 폐쇄된 탄광에 데이터센터를 건설할 것을 제안했다. 우크라이나의 장기간에 걸친 공격으로 러시아 정부가 동요하고 있는 가운데 나온 제안이다. https://slicast.com/article/1ni63rp Slicast en 2026-10-19T16:16:28.000Z Voltus CEO Dana Guernsey says Google's virtual power plant in PJM and new 'bring your own new capacity' contracts resemble the power purchase agreements that 'revolutionized' utility procurement. https://slicast.com/zh/article/1ni63rp Slicast zh-cn 2026-10-19T16:16:28.000Z Voltus首席执行官Dana Guernsey表示，谷歌在PJM的虚拟电厂，以及新型“自带新增容量”合同，与曾“彻底改变”公用事业采购方式的购电协议相似。 https://slicast.com/ko/article/1ni63rp Slicast ko 2026-10-19T16:16:28.000Z Voltus CEO Dana Guernsey says Google's virtual power plant in PJM and new 'bring your own new capacity' contracts resemble the power purchase agreements that 'revolutionized' utility procurement. Wai https://slicast.com/article/8m9pmi Slicast en 2026-10-19T16:10:09.000Z Manchester Financial Group is exploring a 400MW data center at the old Navy cyber site NAVWAR HQ in San Diego, California. https://slicast.com/zh/article/8m9pmi Slicast zh-cn 2026-10-19T16:10:09.000Z Manchester Financial Group正在探索在加利福尼亚州圣地亚哥的旧海军网络作战场地NAVWAR HQ建设一座400MW数据中心。 https://slicast.com/ko/article/8m9pmi Slicast ko 2026-10-19T16:10:09.000Z Manchester Financial Group은 캘리포니아주 샌디에이고에 있는 옛 해군 사이버 부지인 NAVWAR 본부 부지에 400MW 규모의 데이터센터 건설을 검토하고 있다. https://slicast.com/article/1od5w8t Slicast en 2026-10-19T15:50:39.000Z Anthropic has been named as a customer of EverWind's data center project in Nova Scotia, which is still in pre-construction. https://slicast.com/zh/article/1od5w8t Slicast zh-cn 2026-10-19T15:50:39.000Z Anthropic被列为EverWind位于新斯科舍省的数据中心项目的客户，该项目目前仍处于建设前阶段。 https://slicast.com/ko/article/1od5w8t Slicast ko 2026-10-19T15:50:39.000Z Anthropic은 아직 착공 전 단계인 노바스코샤의 EverWind 데이터센터 프로젝트의 고객으로 지목됐다. https://slicast.com/article/9z58k7 Slicast en 2026-10-19T15:40:28.000Z Google is evaluating the Wood Haven Technology Park in Roanoke County, Virginia as a potential site for a data center project. https://slicast.com/zh/article/9z58k7 Slicast zh-cn 2026-10-19T15:40:28.000Z 谷歌正在评估弗吉尼亚州罗诺克县的Wood Haven Technology Park，作为一个数据中心项目的潜在选址。 https://slicast.com/ko/article/9z58k7 Slicast ko 2026-10-19T15:40:28.000Z Google는 버지니아주 로어노크 카운티에 있는 Wood Haven Technology Park를 데이터센터 프로젝트의 잠재적 부지로 검토하고 있다. https://slicast.com/article/120wte2 Slicast en 2026-10-19T15:09:50.000Z Nscale has lost a Microsoft deal as power delays threaten AI project timelines, a cancellation that highlights the financial risk developers face when grid connections fall behind schedule and custome https://slicast.com/zh/article/120wte2 Slicast zh-cn 2026-10-19T15:09:50.000Z Nscale因电力延迟威胁AI项目进度而失去一份微软合同；此次取消凸显了电网接入滞后、客户无法等待容量到位时，开发商所面临的财务风险。 https://slicast.com/ko/article/120wte2 Slicast ko 2026-10-19T15:09:50.000Z Nscale가 전력 공급 지연으로 AI 프로젝트 일정이 위협받는 가운데 Microsoft와의 계약을 잃었다. 이번 계약 해지는 전력망 연결이 일정에 뒤처지고 고객이 설비 확보를 기다릴 수 없을 때 개발사가 직면하는 재무적 위험을 잘 보여준다. https://slicast.com/article/n1eua1 Slicast en 2026-10-19T15:00:31.000Z NVIDIA Advances Agentic Security for Media, From European Public Service Broadcasting to Global Content Production https://slicast.com/zh/article/n1eua1 Slicast zh-cn 2026-10-19T15:00:31.000Z 英伟达推进媒体领域的智能体安全，覆盖欧洲公共服务广播到全球内容制作 https://slicast.com/ko/article/n1eua1 Slicast ko 2026-10-19T15:00:31.000Z NVIDIA, 유럽 공영방송부터 글로벌 콘텐츠 제작까지 미디어 분야의 에이전트형 보안 고도화 https://slicast.com/article/1l41xob Slicast en 2026-10-19T14:48:00.000Z Peak+ Unveils Data Center Adiabatic Pre-Cooling Demo Truck https://slicast.com/zh/article/1l41xob Slicast zh-cn 2026-10-19T14:48:00.000Z Peak+ 推出数据中心绝热预冷演示卡车 https://slicast.com/ko/article/1l41xob Slicast ko 2026-10-19T14:48:00.000Z Peak+, 데이터센터용 단열 예냉 데모 트럭 공개 https://slicast.com/article/spmcxy Slicast en 2026-10-19T14:05:00.000Z ANSI Roundtable: Stakeholders Call for Greater Coordination of Data Center Standards https://slicast.com/zh/article/spmcxy Slicast zh-cn 2026-10-19T14:05:00.000Z ANSI圆桌会议：利益相关方呼吁加强数据中心标准协调 https://slicast.com/ko/article/spmcxy Slicast ko 2026-10-19T14:05:00.000Z ANSI 원탁회의: 이해관계자들, 데이터센터 표준의 긴밀한 조정 촉구 https://slicast.com/article/lsw0cq Slicast en 2026-10-19T14:00:00.000Z Vultr Advances Agentic AI Infrastructure for the Enterprise with New Platform Upgrades https://slicast.com/zh/article/lsw0cq Slicast zh-cn 2026-10-19T14:00:00.000Z Vultr推出平台升级，推进企业级智能体AI基础设施 https://slicast.com/ko/article/lsw0cq Slicast ko 2026-10-19T14:00:00.000Z Vultr, 엔터프라이즈를 위한 에이전틱 AI 인프라 강화하는 신규 플랫폼 업그레이드 발표 https://slicast.com/article/1sfukbs Slicast en 2026-10-19T13:54:48.000Z AEP has signed a 960-MW Indiana nuclear agreement with Amazon and X-energy, under which Amazon would buy the power under a long-term contract covering the facility's cost and operations if the project https://slicast.com/zh/article/1sfukbs Slicast zh-cn 2026-10-19T13:54:48.000Z 美国电力公司AEP与亚马逊、X-energy签署了一份960兆瓦的印第安纳州核电协议；若项目推进，亚马逊将依据长期合同购买电力，合同覆盖设施成本及运营费用。 https://slicast.com/ko/article/1sfukbs Slicast ko 2026-10-19T13:54:48.000Z AEP는 Amazon 및 X-energy와 960MW 규모의 인디애나주 원자력 계약을 체결했다. 이 계약에 따라 프로젝트가 추진될 경우 Amazon은 해당 시설의 건설·운영 비용을 포함한 장기 계약을 통해 전력을 구매하게 된다. https://slicast.com/article/le060h Slicast en 2026-10-19T13:46:35.000Z Stack has filed plans for a second building at its Lancaster campus in Texas, with work targeted to start in March. https://slicast.com/zh/article/le060h Slicast zh-cn 2026-10-19T13:46:35.000Z Stack已就其位于得克萨斯州兰开斯特园区的第二栋建筑提交申请，计划于3月开工。 https://slicast.com/ko/article/le060h Slicast ko 2026-10-19T13:46:35.000Z Stack이 텍사스주 랭커스터 캠퍼스에 두 번째 건물을 건설하는 계획을 제출했으며, 공사는 3월에 시작될 예정이다. https://slicast.com/article/146v6wf Slicast en 2026-10-19T13:20:51.000Z FERC has approved the ISO-NE 'asset condition' transmission review process, and commissioners David Rosner and Judy Chang said other regions should adopt similar processes for local transmission proje https://slicast.com/zh/article/146v6wf Slicast zh-cn 2026-10-19T13:20:51.000Z 美国联邦能源监管委员会（FERC）已批准ISO-NE的'资产状况'输电审查流程；委员David Rosner与Judy Chang表示，其他地区也应对本地输电项目采用类似的审查机制。 https://slicast.com/ko/article/146v6wf Slicast ko 2026-10-19T13:20:51.000Z FERC가 ISO-NE의 '자산 상태' 송전 검토 절차를 승인했으며, 위원인 David Rosner와 Judy Chang은 다른 지역도 지역 송전 프로젝트에 대해 유사한 절차를 도입해야 한다고 밝혔다. https://slicast.com/article/1l22vzx Slicast en 2026-10-19T13:10:43.000Z AI chip startup Tenstorrent has raised $1.5bn at a $6.2bn valuation, with the funds supporting ongoing development of its Galaxy servers. https://slicast.com/zh/article/1l22vzx Slicast zh-cn 2026-10-19T13:10:43.000Z AI芯片初创公司Tenstorrent已完成15亿美元融资，估值62亿美元；资金将用于其Galaxy服务器的持续研发。 https://slicast.com/ko/article/1l22vzx Slicast ko 2026-10-19T13:10:43.000Z AI 칩 스타트업 Tenstorrent가 기업가치 62억 달러로 15억 달러를 조달했으며, 이번 자금은 Galaxy 서버의 지속적인 개발에 사용될 예정이다. https://slicast.com/article/18r9cxk Slicast en 2026-10-19T13:02:32.000Z Curtis Hall has proposed a temporary 49.9MW gas power plant for a Cardiff data center campus, with capacity just under the threshold requiring Welsh government approval. https://slicast.com/zh/article/18r9cxk Slicast zh-cn 2026-10-19T13:02:32.000Z Curtis Hall提议为加的夫的一处数据中心园区建设一座49.9兆瓦的临时燃气发电厂，装机容量刚好低于威尔士政府审批门槛。 https://slicast.com/ko/article/18r9cxk Slicast ko 2026-10-19T13:02:32.000Z Curtis Hall는 카디프 데이터센터 캠퍼스를 위해 임시 49.9MW 규모의 가스 발전소를 제안했으며, 설비 용량은 웨일스 정부 승인이 필요한 기준치 바로 아래로 설정되었습니다. https://slicast.com/article/q0x4yb Slicast en 2026-10-19T13:01:02.000Z Valor Energy has acquired a computing site in Youngstown, Ohio, and plans to pivot the 18MW facility into an AI data center. https://slicast.com/zh/article/q0x4yb Slicast zh-cn 2026-10-19T13:01:02.000Z Valor Energy已收购位于俄亥俄州扬斯敦的一处计算站点，并计划将这座18兆瓦设施转型为AI数据中心。 https://slicast.com/ko/article/q0x4yb Slicast ko 2026-10-19T13:01:02.000Z Valor Energy가 오하이오주 영스타운의 컴퓨팅 부지를 인수했으며, 18MW 규모의 해당 시설을 AI 데이터센터로 전환할 계획이다. https://slicast.com/article/gz405l Slicast en 2026-10-19T12:49:53.000Z Carrier Connect has signed a customer to lease the entire 4MW data center outside Atlanta, Georgia, just days after taking over the site. https://slicast.com/zh/article/gz405l Slicast zh-cn 2026-10-19T12:49:53.000Z Carrier Connect在接管位于佐治亚州亚特兰大郊外的一座4兆瓦数据中心仅数日后，便与一名客户签下整座设施的租约。 https://slicast.com/ko/article/gz405l Slicast ko 2026-10-19T12:49:53.000Z Carrier Connect가 조지아주 애틀랜타 외곽의 4MW 규모 데이터센터 전체를 임대할 고객과 계약을 체결했다. 해당 시설을 인수한 지 불과 며칠 만이다. https://slicast.com/article/lkkqg2 Slicast en 2026-10-19T12:31:00.000Z Kopin Analysis Finds Optical Interconnect Architecture Could Break the Data Center “Copper Wall” https://slicast.com/zh/article/lkkqg2 Slicast zh-cn 2026-10-19T12:31:00.000Z Kopin分析指出，光互连架构有望突破数据中心的“铜墙” https://slicast.com/ko/article/lkkqg2 Slicast ko 2026-10-19T12:31:00.000Z Kopin 분석, 광 상호연결 아키텍처가 데이터센터의 "구리 장벽" 돌파 가능성 제시 https://slicast.com/article/3fze9l Slicast en 2026-10-19T12:20:36.000Z Alcoa has sold its New York aluminum smelter to a data center developer for $315 million; the buyer is not named in the report, though signs point to NYDIG. https://slicast.com/zh/article/3fze9l Slicast zh-cn 2026-10-19T12:20:36.000Z 美铝以3.15亿美元将其位于纽约州的铝冶炼厂出售给一家数据中心开发商；报道未点名买方，但迹象指向NYDIG。 https://slicast.com/ko/article/3fze9l Slicast ko 2026-10-19T12:20:36.000Z Alcoa가 뉴욕 알루미늄 제련소를 데이터센터 개발사에 3억 1,500만 달러에 매각했다. 보도에는 매수자가 명시되어 있지 않으나, 정황상 NYDIG일 가능성이 제기된다. https://slicast.com/article/o1o0ay Slicast en 2026-10-19T12:20:35.000Z Israel is reportedly set to cap the capacity of new data centers at 200MW, a move arriving as the country faces unprecedented data center demand. https://slicast.com/zh/article/o1o0ay Slicast zh-cn 2026-10-19T12:20:35.000Z 据报道，以色列将把新建数据中心的容量上限设为200兆瓦，此举正值该国面临前所未有的数据中心需求。 https://slicast.com/ko/article/o1o0ay Slicast ko 2026-10-19T12:20:35.000Z 이스라엘은 신규 데이터센터의 용량을 200MW로 제한할 예정이라고 보도됐다. 이번 조치는 이스라엘이 전례 없는 데이터센터 수요에 직면한 가운데 나온 것이다. https://slicast.com/article/1ewvs55 Slicast en 2026-10-19T12:15:48.000Z Microsoft has abandoned its flagship UK AI supercomputer project in Essex as power connection delays threaten to leave the nation's AI ambitions waiting until the 2030s. https://slicast.com/zh/article/1ewvs55 Slicast zh-cn 2026-10-19T12:15:48.000Z 微软已放弃其位于埃塞克斯的英国旗舰AI超级计算机项目，因电网接入延误可能使英国的AI计划推迟至2030年代。 https://slicast.com/ko/article/1ewvs55 Slicast ko 2026-10-19T12:15:48.000Z Microsoft가 전력 연결 지연으로 인해 영국의 AI 야망이 2030년대까지 지연될 위기에 처하자, 에식스에 추진하던 주력 영국 AI 슈퍼컴퓨터 프로젝트를 중단했다. https://slicast.com/article/1qenz2v Slicast en 2026-10-19T12:07:00.000Z Aviz Networks and hosted·ai Partner to Simplify Neocloud Deployment and Operations https://slicast.com/zh/article/1qenz2v Slicast zh-cn 2026-10-19T12:07:00.000Z Aviz Networks与hosted·ai合作，简化神云（Neocloud）部署与运营 https://slicast.com/ko/article/1qenz2v Slicast ko 2026-10-19T12:07:00.000Z Aviz Networks, hosted·ai 파트너십으로 네오클라우드 구축 및 운영 간소화 https://slicast.com/article/mrxgrt Slicast en 2026-10-19T11:33:36.000Z After stock crashes and Firmus's scrapped IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive, with Nvidia cited as having the most to lose. https://slicast.com/zh/article/mrxgrt Slicast zh-cn 2026-10-19T11:33:36.000Z 在股价暴跌和Firmus取消IPO之后，行业高管预计在数百家新兴AI云服务商中，只有7至10家能够存活；英伟达被认为损失最大。 https://slicast.com/ko/article/mrxgrt Slicast ko 2026-10-19T11:33:36.000Z 주가 폭락과 Firmus의 IPO 철회 이후, 업계 경영진들은 수백 개에 달하는 AI 클라우드 사업자 가운데 7~10곳만이 살아남을 것으로 예상하고 있다. 이와 관련해 Nvidia가 가장 많은 것을 잃을 위기에 처한 것으로 지목된다. https://slicast.com/article/guag58 Slicast en 2026-10-19T11:13:54.000Z Microsoft has pulled out of Nscale's delayed data center in Loughton, Essex, UK, which would have been Nscale's anchor tenant. The withdrawal follows grid power connection delays that could stretch in https://slicast.com/zh/article/guag58 Slicast zh-cn 2026-10-19T11:13:54.000Z 微软已退出Nscale位于英国埃塞克斯郡洛夫顿(Loughton)的延期数据中心项目,该项目原本将作为Nscale的主要锚定租户。此次退出源于电网供电接入延迟,或将拖延至2030年代,并使Nscale计划中的IPO(据报道估值约300–350亿美元)面临风险。 https://slicast.com/ko/article/guag58 Slicast ko 2026-10-19T11:13:54.000Z Microsoft가 영국 에식스 주 라우턴에 있는 Nscale의 지연된 데이터센터 사업에서 손을 뗐다. 이 데이터센터는 Nscale의 앵커 테넌트가 될 예정이었다. 이번 철수는 2030년대까지 늘어질 수 있는 전력망 연결 지연에 따른 것으로, Nscale의 계획된 기업공개(IPO)(약 300~350억 달러로 보도됨)도 위태롭게 만들고 있다. https://slicast.com/article/1padvcx Slicast en 2026-10-19T11:00:00.000Z Arm claims its AGI CPU delivers nearly 2X the modeled rack performance of AMD EPYC 9755 across seven agentic AI workloads, using a new evaluation methodology. https://slicast.com/zh/article/1padvcx Slicast zh-cn 2026-10-19T11:00:00.000Z 安谋称其AGI CPU在七类智能体AI工作负载下，按机架计算的建模性能接近超威半导体EPYC 9755的2倍，评测采用了全新方法。 https://slicast.com/ko/article/1padvcx Slicast ko 2026-10-19T11:00:00.000Z Arm은 자사 AGI CPU가 새로운 평가 방법론을 적용한 7개 에이전틱 AI 워크로드에서 AMD EPYC 9755 대비 모델링된 랙 성능이 거의 2배에 달한다고 주장했다. https://slicast.com/article/1suarho Slicast en 2026-10-19T10:50:00.000Z KKR to Sell Infinity Transportation to Ares for $2.9 Billion https://slicast.com/zh/article/1suarho Slicast zh-cn 2026-10-19T10:50:00.000Z KKR将以29亿美元向Ares出售Infinity Transportation https://slicast.com/ko/article/1suarho Slicast ko 2026-10-19T10:50:00.000Z KKR, Infinity Transportation을 Ares에 29억 달러에 매각 https://slicast.com/article/2oby61 Slicast en 2026-10-19T10:45:48.000Z Middle East and Africa Existing and Upcoming Data Center https://slicast.com/zh/article/2oby61 Slicast zh-cn 2026-10-19T10:45:48.000Z 中东和非洲现有及规划中的数据中心 https://slicast.com/ko/article/2oby61 Slicast ko 2026-10-19T10:45:48.000Z 중동 및 아프리카 기존 및 향후 데이터센터 https://slicast.com/article/v0l7tb Slicast en 2026-10-19T10:42:34.000Z Microsoft has pulled out of its deal with Nscale, which reportedly involved 23,000 Nvidia chips and its anchor-tenant role at the delayed Loughton, Essex campus. Grid connection delays now push power https://slicast.com/zh/article/v0l7tb Slicast zh-cn 2026-10-19T10:42:34.000Z 微软已退出与Nscale的合作协议，该协议据报道涉及23,000颗英伟达芯片，以及其在埃塞克斯郡洛顿(Loughton)延期建设园区中的主要租户角色。电网接入延迟导致供电能力推迟至2030年代，此次退出使Nscale据报道规模为300–350亿美元的IPO面临风险。 https://slicast.com/ko/article/v0l7tb Slicast ko 2026-10-19T10:42:34.000Z Microsoft가 Nscale과의 계약에서 철수했다. 이 계약에는 Nvidia 칩 23,000개와 지연된 Loughton(에식스) 캠퍼스의 앵커 테넌트 역할이 포함된 것으로 알려졌다. 전력망 연결 지연으로 전력 공급 시점이 2030년대로 밀려났으며, 이번 철수로 Nscale의 300억~350억 달러 규모 IPO 계획도 불투명해졌다. https://slicast.com/article/l99j3g Slicast en 2026-10-19T10:00:00.000Z The Data Center Marketplace Is Booming, Inaugural Data Center World Europe Unites Data Center and Energy Decision-Makers and Experts in Vienna https://slicast.com/zh/article/l99j3g Slicast zh-cn 2026-10-19T10:00:00.000Z 数据中心市场蓬勃发展，首届数据中心世界欧洲大会在维也纳汇聚数据中心与能源决策者及专家 https://slicast.com/ko/article/l99j3g Slicast ko 2026-10-19T10:00:00.000Z 데이터센터 마켓플레이스 호황 속, 첫 데이터센터 월드 유럽 행사에서 빈에 데이터센터 및 에너지 분야 의사결정자와 전문가 집결 https://slicast.com/article/1tf4y9c Slicast en 2026-10-19T09:00:00.000Z Utility Dive grades each ISO on how close it is to meeting FERC's large-load mandate, a question utilities, developers and investors are all asking. https://slicast.com/zh/article/1tf4y9c Slicast zh-cn 2026-10-19T09:00:00.000Z Utility Dive对各独立系统运营商进行评分，衡量其距离满足美国联邦能源管理委员会大型负荷强制性要求还有多远，这也是公用事业公司、开发商与投资者共同关注的问题。 https://slicast.com/ko/article/1tf4y9c Slicast ko 2026-10-19T09:00:00.000Z Utility Dive는 각 ISO가 FERC의 대규모 부하(large-load) 의무사항을 얼마나 충족하고 있는지를 등급으로 평가하고 있으며, 이는 전력회사, 개발사, 투자자 모두가 묻고 있는 질문입니다. https://slicast.com/article/ob26uh Slicast en 2026-10-19T09:00:00.000Z Lumentum, Astera Labs, and Corning demonstrated optical PCIe, which extends reach beyond copper and enables more flexible, disaggregated AI rack designs. https://slicast.com/zh/article/ob26uh Slicast zh-cn 2026-10-19T09:00:00.000Z 朗美通、Astera Labs与康宁演示了光学PCIe，它能够突破铜缆的传输距离限制，使人工智能机架设计更灵活、更具解耦性。 https://slicast.com/ko/article/ob26uh Slicast ko 2026-10-19T09:00:00.000Z Lumentum, Astera Labs, Corning이 광 PCIe를 시연했으며, 이를 통해 구리 배선의 연결 거리를 넘어서고 보다 유연하고 분산된 AI 랙 설계를 가능하게 했다. https://slicast.com/commentary/asml-2026-10-18 Slicast en 2026-10-18T21:13:23.092Z Why ASML's Sold-Out Capacity Shifts Investor Focus to Supply Chain and Geopolitical Risk https://slicast.com/zh/commentary/asml-2026-10-18 Slicast zh-cn 2026-10-18T21:13:23.092Z 为何阿斯麦产能售罄促使投资者关注重心从需求转向执行与地缘政治风险 https://slicast.com/article/48dfk Slicast en 2026-10-18T21:08:00.000Z Crusoe Completes $3.9B Series F Funding at $30.9B Valuation; Mubadala, QIA and Nvidia Back Transportable Modular AI Factories https://slicast.com/zh/article/48dfk Slicast zh-cn 2026-10-18T21:08:00.000Z Crusoe完成$39亿Series F融资，估值$309亿；Mubadala、QIA与Nvidia联合押注"可卡车运输"模块化AI工厂 https://slicast.com/ko/article/48dfk Slicast ko 2026-10-18T21:08:00.000Z Crusoe, $3.9B 시리즈 F 펀딩 완료...기업가치 309억 달러; Mubadala, QIA, Nvidia 투자 참여, 이동식 모듈형 AI 팩토리 지원 https://slicast.com/article/25bsol Slicast en 2026-10-18T21:07:00.000Z Anthropic signs deal with EverWind for first 95 MW phase of C$10 billion campus lease in Nova Scotia, largest private investment in provincial history https://slicast.com/zh/article/25bsol Slicast zh-cn 2026-10-18T21:07:00.000Z Anthropic签约EverWind，租赁Nova Scotia $100亿园区首期95 MW，成新斯科舍省史上最大私人投资 https://slicast.com/ko/article/25bsol Slicast ko 2026-10-18T21:07:00.000Z Anthropic, EverWind와 노바스코샤 C$100억 규모 캠퍼스 임대의 첫 95MW 단계 계약 체결, 주 역사상 최대 민간 투자 https://slicast.com/article/fcou1l Slicast en 2026-10-18T21:06:00.000Z FT investigation: More than 47 US data center projects delayed or canceled this year; Bernstein says only 35% of planned pipeline is credible https://slicast.com/zh/article/fcou1l Slicast zh-cn 2026-10-18T21:06:00.000Z FT调查：美国今年逾47个数据中心项目延误或取消；Bernstein称仅35%计划管线具备可信度 https://slicast.com/ko/article/fcou1l Slicast ko 2026-10-18T21:06:00.000Z FT 탐사보도: 올해 미국 데이터센터 프로젝트 47건 이상 지연 또는 취소…번스타인 "계획된 파이프라인의 35%만 신뢰 가능" https://slicast.com/article/hucctd Slicast en 2026-10-18T21:04:00.000Z Samsung to Use TSMC's 3nm Process to Manufacture Base Dies for NVIDIA's Next-Generation Custom Memory NVHBM, Reshaping the HBM Supply Chain https://slicast.com/zh/article/hucctd Slicast zh-cn 2026-10-18T21:04:00.000Z 三星将借道台积电3nm制程为NVIDIA下一代定制内存NVHBM制造基础芯片，HBM供应链格局重塑 https://slicast.com/ko/article/hucctd Slicast ko 2026-10-18T21:04:00.000Z Samsung, TSMC 3nm 공정으로 NVIDIA 차세대 맞춤형 메모리 NVHBM의 베이스 다이 생산… HBM 공급망 재편 https://slicast.com/article/161o09u Slicast en 2026-10-18T21:03:00.000Z Microsoft Withdraws from Nscale's UK Essex Data Center Project; $43B Contract in Limbo, $3B IPO Directly Threatened https://slicast.com/zh/article/161o09u Slicast zh-cn 2026-10-18T21:03:00.000Z Microsoft 10月18日退出Nscale英国Essex数据中心项目，$430亿合同悬空，$30亿IPO直接受威胁 https://slicast.com/ko/article/161o09u Slicast ko 2026-10-18T21:03:00.000Z Microsoft, Nscale 영국 에식스 데이터센터 프로젝트에서 철수; 430억 달러 계약 불투명, 30억 달러 규모 IPO 직접 타격 https://slicast.com/article/1xjr5en Slicast en 2026-10-18T21:02:00.000Z Gartner Warns 80% of Independent Neoclouds Will Cease Standalone Operations by 2030 Amid Doubts Over Structural Profitability https://slicast.com/zh/article/1xjr5en Slicast zh-cn 2026-10-18T21:02:00.000Z Gartner警告：至2030年80%独立neocloud将停止独立运营，结构性盈利模式存疑 https://slicast.com/ko/article/1xjr5en Slicast ko 2026-10-18T21:02:00.000Z Gartner, 2030년까지 독립 네오클라우드 기업의 80%가 독립 운영을 중단할 것이라고 경고… 구조적 수익성에 대한 의문 제기 https://slicast.com/article/1uj32au Slicast en 2026-10-18T21:01:00.000Z CoreWeave's 2032 bonds fell below 80% of par, with yields reaching 14.5%, while the stock lost 28.2% over four days; IREN plunged 30.3%. https://slicast.com/zh/article/1uj32au Slicast zh-cn 2026-10-18T21:01:00.000Z CoreWeave 2032债券跌破面值80%、收益率达14.5%，股价四日累跌28.2%；IREN重挫30.3% https://slicast.com/ko/article/1uj32au Slicast ko 2026-10-18T21:01:00.000Z CoreWeave의 2032년 만기 채권은 액면가의 80% 아래로 떨어졌으며 수익률은 14.5%까지 치솟았고, 주가는 4거래일 동안 28.2% 하락했다. IREN은 30.3% 급락했다. https://slicast.com/commentary/google-2026-10-18 Slicast en 2026-10-18T20:59:20.324Z Google Cloud TPU Revenue Recognition and $513.9 Billion Backlog, October 2026 https://slicast.com/zh/commentary/google-2026-10-18 Slicast zh-cn 2026-10-18T20:59:20.324Z 谷歌云TPU收入确认与5139亿美元积压订单，2026年10月 https://slicast.com/commentary/microsoft-2026-10-18 Slicast en 2026-10-18T20:51:16.286Z Microsoft Azure Nscale UK Data Center Exit, October 2026 https://slicast.com/zh/commentary/microsoft-2026-10-18 Slicast zh-cn 2026-10-18T20:51:16.286Z 微软Azure退出Nscale英国数据中心项目，2026年10月 https://slicast.com/article/eg8ae2 Slicast en 2026-10-18T20:41:59.000Z SpaceX has moved from slab to steel in four days on a 444-acre site in Brownsville, Texas, with about 500 MW of gas turbines already parked beside the building for a 220K GPU data center. https://slicast.com/zh/article/eg8ae2 Slicast zh-cn 2026-10-18T20:41:59.000Z 太空探索技术公司在得克萨斯州布朗斯维尔444英亩的场地上四天内即从混凝土地基推进到钢结构，楼宇旁已停放约500兆瓦的燃气轮机，用于一座22万块图形处理器的数据中心。 https://slicast.com/ko/article/eg8ae2 Slicast ko 2026-10-18T20:41:59.000Z SpaceX는 텍사스주 브라운즈빌의 444에이커 부지에서 나흘 만에 슬래브 공사에서 철골 공사 단계로 넘어갔으며, 220K GPU 규모 데이터센터 건물 옆에는 이미 약 500MW 규모의 가스터빈이 배치되어 있다. https://slicast.com/commentary/coreweave-2026-10-18 Slicast en 2026-10-18T20:39:43.956Z CoreWeave Stock and Credit Distress, October 2026 https://slicast.com/zh/commentary/coreweave-2026-10-18 Slicast zh-cn 2026-10-18T20:39:43.956Z CoreWeave股价与信用风险，2026年10月 https://slicast.com/commentary/iren-2026-10-18 Slicast en 2026-10-18T20:26:35.507Z IREN Stock, October 2026: The 11.2% Drop and the Crosscurrents Reshaping the Neocloud Investment Case https://slicast.com/zh/commentary/iren-2026-10-18 Slicast zh-cn 2026-10-18T20:26:35.507Z IREN股价，2026年10月：-11.2%单日跌幅与重塑新云投资逻辑的多重交叉压力 https://slicast.com/brief/2026-10-19 Slicast en 2026-10-18T20:07:01.101Z Latest AI Infrastructure News: October 19, 2026 https://slicast.com/zh/brief/2026-10-19 Slicast zh-cn 2026-10-18T20:07:01.101Z AI 基础设施新闻早报 · 2026年10月19日 https://slicast.com/ko/brief/2026-10-19 Slicast ko 2026-10-18T20:07:01.101Z 최신 AI 인프라 뉴스 · 2026년 10월 19일 https://slicast.com/article/77d3wg Slicast en 2026-10-18T19:41:26.000Z Elon Musk called memory pricing 'extortionate' as SK Hynix maps out its strategy beyond HBM. https://slicast.com/zh/article/77d3wg Slicast zh-cn 2026-10-18T19:41:26.000Z 马斯克称内存定价'敲诈式'过高，与此同时SK海力士正在规划HBM之后的业务出路。 https://slicast.com/ko/article/77d3wg Slicast ko 2026-10-18T19:41:26.000Z Elon Musk, SK Hynix가 HBM 이후의 전략을 구상하는 가운데 메모리 가격을 "폭리적"이라고 비판했다. https://slicast.com/article/i4wpam Slicast en 2026-10-18T18:14:19.000Z TeraWulf has secured Google backing for its Lake Mariner data center campus. https://slicast.com/zh/article/i4wpam Slicast zh-cn 2026-10-18T18:14:19.000Z TeraWulf已获得谷歌对其Lake Mariner数据中心园区的支持。 https://slicast.com/ko/article/i4wpam Slicast ko 2026-10-18T18:14:19.000Z TeraWulf가 Lake Mariner 데이터센터 캠퍼스에 대해 Google의 지원을 확보했다. https://slicast.com/article/6uwsam Slicast en 2026-10-18T18:02:51.000Z Kingston topped a TrendForce ranking with a 62% DRAM market share. https://slicast.com/zh/article/6uwsam Slicast zh-cn 2026-10-18T18:02:51.000Z 金士顿在集邦咨询（TrendForce）排名中以62%的内存市场份额位居榜首。 https://slicast.com/ko/article/6uwsam Slicast ko 2026-10-18T18:02:51.000Z Kingston가 TrendForce 순위에서 62% DRAM 시장 점유율로 1위를 차지했다. https://slicast.com/article/1ktjku3 Slicast en 2026-10-18T17:27:01.000Z Microsoft has reportedly pulled out of its UK AI data centre deal with Nscale, leaving a 23,000-chip project in limbo, according to the Telegraph. https://slicast.com/zh/article/1ktjku3 Slicast zh-cn 2026-10-18T17:27:01.000Z 据《每日电讯报》报道，微软已退出与Nscale的英国人工智能数据中心交易，使一个23,000颗芯片的项目陷入不确定。 https://slicast.com/ko/article/1ktjku3 Slicast ko 2026-10-18T17:27:01.000Z Microsoft가 Nscale과의 영국 AI 데이터센터 계약에서 철수했다고 텔레그래프가 보도했다. 이로 인해 23,000개 칩 규모의 프로젝트가 불확실한 상태에 놓였다. https://slicast.com/article/11yi021 Slicast en 2026-10-18T17:19:48.000Z Microsoft has withdrawn from a UK data center deal with Nscale, according to the Telegraph, as reported by Reuters. Coverage also links the withdrawal to concerns ahead of Nscale's planned IPO. https://slicast.com/zh/article/11yi021 Slicast zh-cn 2026-10-18T17:19:48.000Z 微软据《每日电讯报》报道退出了与Nscale的英国数据中心交易,路透社对此进行了转载。相关报道还将此次退出与Nscale计划中的IPO前的相关担忧联系在一起。 https://slicast.com/ko/article/11yi021 Slicast ko 2026-10-18T17:19:48.000Z Microsoft가 텔레그래프 보도에 따라 Nscale과의 영국 데이터센터 거래에서 철수했다고 로이터가 전했다. 보도에서는 Nscale의 기업공개(IPO) 계획을 앞둔 우려가 이번 철수와 관련이 있다고도 전했다. https://slicast.com/article/k90uxs Slicast en 2026-10-18T16:31:08.000Z TSMC reported a 68.7% jump in profit, though the result was overshadowed by sector-wide scrutiny of AI funding. https://slicast.com/zh/article/k90uxs Slicast zh-cn 2026-10-18T16:31:08.000Z 台积电利润同比大增68.7%，但这一业绩被整个行业对人工智能资金来源的审视所掩盖。 https://slicast.com/ko/article/k90uxs Slicast ko 2026-10-18T16:31:08.000Z TSMC는 이익이 68.7% 급증했다고 발표했으나, AI 투자에 대한 업계 전반의 시선이 쏠리면서 실적 발표의 의미가 다소 가려졌다. https://slicast.com/article/1jlfdok Slicast en 2026-10-18T16:09:33.000Z Broadcom (AVGO) is facing a bottleneck as AI chip supply tightens. https://slicast.com/zh/article/1jlfdok Slicast zh-cn 2026-10-18T16:09:33.000Z 博通（AVGO）正面临人工智能芯片供应紧张带来的瓶颈。 https://slicast.com/ko/article/1jlfdok Slicast ko 2026-10-18T16:09:33.000Z Broadcom (AVGO)은 AI 칩 공급이 빠듯해지면서 병목 현상에 직면해 있다. https://slicast.com/article/12zfwy3 Slicast en 2026-10-18T15:37:33.000Z CXMT (ChangXin Memory) posted a 600% surge in revenue in Q3. https://slicast.com/zh/article/12zfwy3 Slicast zh-cn 2026-10-18T15:37:33.000Z 长鑫存储（CXMT）第三季度营收激增600%。 https://slicast.com/ko/article/12zfwy3 Slicast ko 2026-10-18T15:37:33.000Z CXMT(ChangXin Memory)는 3분기 매출이 600% 급증했다.