https://slicast.com/commentary/d-matrix-2026-10-28 Slicast en 2026-10-28T21:14:29.415Z d-Matrix Squadron Compute Cluster, October 2026: From Single Chip to Data-Center Scale https://slicast.com/zh/commentary/d-matrix-2026-10-28 Slicast zh-cn 2026-10-28T21:14:29.415Z d-Matrix Squadron计算集群，2026年10月：从单芯片扩展至数据中心规模 https://slicast.com/article/1tivecr Slicast en 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 https://slicast.com/zh/article/1tivecr Slicast zh-cn 2026-10-28T21:11:00.000Z 全球基于 Chiplet 的 GPU 市场 2026–2031 年预测规模 $137.5 亿,CAGR 约 38% https://slicast.com/ko/article/1tivecr Slicast ko 2026-10-28T21:11:00.000Z Global Chiplet-Based GPU Market Size, Share, Industry Trends, and Growth Forecasts, 2026-2031 Wait, I need to correct that: the translation should be in Korean. Here is the translation: 글로벌 칩렛 기반 GP https://slicast.com/article/u1ph1e Slicast en 2026-10-28T21:10:00.000Z Crusoe and Lancium Announce 1.0 Gigawatt AI Data Center Campus in Childress, Texas https://slicast.com/zh/article/u1ph1e Slicast zh-cn 2026-10-28T21:10:00.000Z Crusoe + Lancium 宣布德克萨斯州 1GW AI 数据中心园区,Q3 2026 动工 https://slicast.com/ko/article/u1ph1e Slicast ko 2026-10-28T21:10:00.000Z Crusoe와 Lancium, 텍사스주 칠드레스에 1.0기가와트 규모 AI 데이터센터 캠퍼스 발표 https://slicast.com/commentary/northern-data-2026-10-28 Slicast en 2026-10-28T21:09:33.067Z Northern Data Stake, October 2026: RUM Group Nears Full Control After Reported $13.7 Billion AI Deal https://slicast.com/zh/commentary/northern-data-2026-10-28 Slicast zh-cn 2026-10-28T21:09:33.067Z Northern Data持股比例，2026年10月：RUM集团在137亿美元AI交易后接近完全控制 https://slicast.com/article/1ob4kqd Slicast en 2026-10-28T21:09:00.000Z IREN to Release Q1 FY27 Results on November 5, 2026 https://slicast.com/zh/article/1ob4kqd Slicast zh-cn 2026-10-28T21:09:00.000Z IREN Q1 FY27 财报定于 11 月 5 日发布,分析师预测营收 $2.40 亿,AI Cloud 占比升至 80% https://slicast.com/ko/article/1ob4kqd Slicast ko 2026-10-28T21:09:00.000Z IREN, Q1 FY27 실적 발표 예정: 2026년 11월 5일 https://slicast.com/article/c74fhq Slicast en 2026-10-28T21:07:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-28T21:07:00.000Z 超大规模厂商 2026 年合计 capex 逼近 $7,250 亿,同比增幅约 79% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-28T21:07:00.000Z AI 투자 2026: 6,900억 달러 규모의 인프라 경쟁 https://slicast.com/article/von49b Slicast en 2026-10-28T21:06:00.000Z NVIDIA backs six chip suppliers in $279B push to break AI capacity bottleneck https://slicast.com/zh/article/von49b Slicast zh-cn 2026-10-28T21:06:00.000Z NVIDIA 在 GTC Berlin 与 6 家供应商签 $2,790 亿产能扩张协议,Amkor 封装增 300%、SPIL 光引擎增 15 倍 https://slicast.com/ko/article/von49b Slicast ko 2026-10-28T21:06:00.000Z NVIDIA, AI 생산 능력 병목 해소를 위해 칩 공급업체 6곳에 투자… 2,790억 달러 규모 https://slicast.com/article/1suu02s Slicast en 2026-10-28T21:04:00.000Z OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA https://slicast.com/zh/article/1suu02s Slicast zh-cn 2026-10-28T21:04:00.000Z OpenAI 据报道计划采购 Google TPU,Oracle 明年引入 TPU 云服务——NVIDIA 最大客户多元化加速 https://slicast.com/ko/article/1suu02s Slicast ko 2026-10-28T21:04:00.000Z OpenAI, 구글 TPU 구매 계획 보도…오라클, 2027년 클라우드에 TPU 도입으로 NVIDIA에 압박 https://slicast.com/article/10efzpn Slicast en 2026-10-28T21:03:00.000Z Elon Musk says more than 200 neoclouds face 'guppy-level death' https://slicast.com/zh/article/10efzpn Slicast zh-cn 2026-10-28T21:03:00.000Z Musk 警告 200 家 neocloud "灭亡性并购",CRWV 跌 5%、IREN 跌 3%、NBIS 跌 2% https://slicast.com/ko/article/10efzpn Slicast ko 2026-10-28T21:03:00.000Z Elon Musk "neocloud 200여 곳, 구피 수준의 죽음에 직면" 발언 https://slicast.com/article/vcakin Slicast en 2026-10-28T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/vcakin Slicast zh-cn 2026-10-28T21:01:00.000Z Anthropic 提交 S-1,目标估值 $1.5–2T,H1 营收 $163 亿同比暴增逾 14 倍 https://slicast.com/ko/article/vcakin Slicast ko 2026-10-28T21:01:00.000Z Anthropic, 나스닥 IPO 신청서 제출… 기업가치 최대 2조 달러 목표 https://slicast.com/article/dwoygw Slicast en 2026-10-28T21:01:00.000Z NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development https://slicast.com/zh/article/dwoygw Slicast zh-cn 2026-10-28T21:01:00.000Z NIPSCO将通过数据中心开发为电力客户节省$57.5 Million https://slicast.com/commentary/sk-hynix-2026-10-28 Slicast en 2026-10-28T20:46:22.017Z SK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 Billion https://slicast.com/zh/commentary/sk-hynix-2026-10-28 Slicast zh-cn 2026-10-28T20:46:22.017Z SK海力士订单，2026年10月：DRAM与HBM订单排至2029年，利润飙升至620亿美元 https://slicast.com/commentary/samsung-2026-10-28 Slicast en 2026-10-28T20:26:06.482Z Samsung vs SK Hynix: HBM Revenue Leadership, October 2026 https://slicast.com/zh/commentary/samsung-2026-10-28 Slicast zh-cn 2026-10-28T20:26:06.482Z 三星与SK海力士HBM收入主导权对比，2026年10月 https://slicast.com/commentary/iren-2026-10-28 Slicast en 2026-10-28T20:16:09.138Z IREN $363 Million Wingspire Financing, October 2026 https://slicast.com/zh/commentary/iren-2026-10-28 Slicast zh-cn 2026-10-28T20:16:09.138Z IREN：3.63亿美元Wingspire设备融资，2026年10月 https://slicast.com/brief/2026-10-29 Slicast en 2026-10-28T20:06:56.807Z Latest AI Infrastructure News: October 29, 2026 https://slicast.com/zh/brief/2026-10-29 Slicast zh-cn 2026-10-28T20:06:56.807Z AI 基础设施新闻早报 · 2026年10月29日 https://slicast.com/ko/brief/2026-10-29 Slicast ko 2026-10-28T20:06:56.807Z 최신 AI 인프라 뉴스 · 2026년 10월 29일 https://slicast.com/article/1gnx5y2 Slicast en 2026-10-28T19:22:02.000Z AMD is reportedly putting $1 billion into AI infrastructure, according to a Simply Wall St analysis. https://slicast.com/zh/article/1gnx5y2 Slicast zh-cn 2026-10-28T19:22:02.000Z 据Simply Wall St分析，超威半导体正投入10亿美元于AI基础设施。 https://slicast.com/ko/article/1gnx5y2 Slicast ko 2026-10-28T19:22:02.000Z AMD가 Simply Wall St 분석에 따르면 AI 인프라에 10억 달러를 투자할 것으로 알려졌다. https://slicast.com/article/emp6ns Slicast en 2026-10-28T19:02:16.000Z Reuters reports, citing sources, that the US DOJ is inquiring about Nvidia's purchase of Hugging Face. https://slicast.com/zh/article/emp6ns Slicast zh-cn 2026-10-28T19:02:16.000Z 据路透社援引消息人士报道，美国司法部正在调查英伟达收购Hugging Face一事。 https://slicast.com/ko/article/emp6ns Slicast ko 2026-10-28T19:02:16.000Z 로이터는 소식통을 인용해 미국 법무부가 엔비디아의 허깅페이스 인수와 관련해 조사를 진행하고 있다고 보도했다. https://slicast.com/article/me0dra Slicast en 2026-10-28T18:56:04.000Z CXMT is reportedly two months away from limited HBM3E production, according to Softonic. https://slicast.com/zh/article/me0dra Slicast zh-cn 2026-10-28T18:56:04.000Z 据Softonic报道，长鑫存储的HBM3E限量生产预计还需约两个月。 https://slicast.com/ko/article/me0dra Slicast ko 2026-10-28T18:56:04.000Z CXMT가 Softonic 보도에 따르면 HBM3E의 제한적 양산까지 두 달 남았다고 한다. https://slicast.com/article/1si2kq7 Slicast en 2026-10-28T18:51:37.000Z Altera announced the Agilex 27, the first Agilex 2X platform to add 800GbE and 1.6TbE networking, with features such as LPDDR6 and 1.6TbE support coming in 2027. https://slicast.com/zh/article/1si2kq7 Slicast zh-cn 2026-10-28T18:51:37.000Z Altera发布Agilex 27，这是首款新增800GbE和1.6TbE网络支持的Agilex 2X平台，其LPDDR6和1.6TbE等功能将于2027年推出。 https://slicast.com/ko/article/1si2kq7 Slicast ko 2026-10-28T18:51:37.000Z Altera는 Agilex 27을 발표했다. 이는 800GbE 및 1.6TbE 네트워킹을 추가한 최초의 Agilex 2X 플랫폼이며, LPDDR6 및 1.6TbE 지원 등의 기능은 2027년에 제공될 예정이다. https://slicast.com/article/17pejg6 Slicast en 2026-10-28T18:33:09.000Z Tata Communications will invest $450 million in 10,000km of AI-ready fiber to support data center connectivity in India. https://slicast.com/zh/article/17pejg6 Slicast zh-cn 2026-10-28T18:33:09.000Z Tata Communications将投资4.5亿美元，建设1万公里面向AI的光纤，以支持印度的数据中心互联。 https://slicast.com/ko/article/17pejg6 Slicast ko 2026-10-28T18:33:09.000Z Tata Communications는 인도 내 데이터센터 연결을 지원하기 위해 AI 대응 광케이블 10,000km 구축에 4억 5,000만 달러를 투자할 예정이다. https://slicast.com/article/j84nwc Slicast en 2026-10-28T18:32:10.000Z KBRA assigned preliminary ratings to up to $525 million of US Signal notes secured against ten data centers, with a final maturity of November 2056. https://slicast.com/zh/article/j84nwc Slicast zh-cn 2026-10-28T18:32:10.000Z KBRA为最高5.25亿美元的US Signal票据给予初步评级，这些票据以十座数据中心作为担保，最终到期日为2056年11月。 https://slicast.com/ko/article/j84nwc Slicast ko 2026-10-28T18:32:10.000Z KBRA는 데이터센터 10곳을 담보로 한 US Signal 채권 최대 5억 2,500만 달러에 대해 예비 등급을 부여했으며, 최종 만기는 2056년 11월이다. https://slicast.com/article/8nnkcn Slicast en 2026-10-28T18:11:52.000Z The DOJ has charged a California man with smuggling $300 million in Nvidia chips to China. https://slicast.com/zh/article/8nnkcn Slicast zh-cn 2026-10-28T18:11:52.000Z 美国司法部指控一名加州男子向中国走私价值3亿美元的英伟达芯片。 https://slicast.com/ko/article/8nnkcn Slicast ko 2026-10-28T18:11:52.000Z 미국 법무부(DOJ)는 캘리포니아 주민 한 명을 엔비디아 칩 3억 달러어치를 중국으로 밀반출한 혐의로 기소했다. https://slicast.com/article/1i2r3lu Slicast en 2026-10-28T17:18:08.000Z Vertiv shares jumped 14 percent after its data center earnings beat expectations, reversing a steady decline amid market uncertainty. https://slicast.com/zh/article/1i2r3lu Slicast zh-cn 2026-10-28T17:18:08.000Z 维谛技术的数据中心业务财报超出预期，股价大涨14%，扭转了此前因市场不确定性导致的持续下跌。 https://slicast.com/ko/article/1i2r3lu Slicast ko 2026-10-28T17:18:08.000Z Vertiv 주가는 데이터센터 부문 실적이 예상을 웃돌면서 14% 급등했으며, 시장 불확실성 속에서 이어지던 완만한 하락세를 반전시켰다. https://slicast.com/article/x5g6qh Slicast en 2026-10-28T17:02:14.000Z Malaysian customs seized 30 servers containing more than $12 million worth of advanced AI chips at Kuala Lumpur International Airport, and authorities are investigating the case. https://slicast.com/zh/article/x5g6qh Slicast zh-cn 2026-10-28T17:02:14.000Z 马来西亚海关在吉隆坡国际机场查获30台服务器，内含价值超过1200万美元的先进AI芯片，当局正在调查此案。 https://slicast.com/ko/article/x5g6qh Slicast ko 2026-10-28T17:02:14.000Z 말레이시아 세관당국이 쿠알라룸푸르 국제공항에서 1,200만 달러 이상 상당의 첨단 AI 칩이 탑재된 서버 30대를 압수했으며, 당국은 해당 사건을 조사하고 있다. https://slicast.com/article/1yav5yt Slicast en 2026-10-28T16:48:21.000Z The UK budget sets out grid connection incentives for data centers under a new 'covenant', with the chancellor also aiming to help the public benefit from AI upsides. https://slicast.com/zh/article/1yav5yt Slicast zh-cn 2026-10-28T16:48:21.000Z 英国预算案提出在新的“契约”框架下为数据中心提供并网激励，财政大臣还表示旨在让公众从AI带来的收益中受益。 https://slicast.com/ko/article/1yav5yt Slicast ko 2026-10-28T16:48:21.000Z 영국 예산안은 새로운 '협약(covenant)'에 따라 데이터센터의 전력망 연결 인센티브를 제시했으며, 재무장관은 공공이 AI의 성과를 누릴 수 있도록 하는 데에도 목표를 두고 있다. https://slicast.com/article/21h0hg Slicast en 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow predicted 'progress' on data center projects after the midterms, blaming political 'spin' for permitting setbacks on an earnings call, but did not address the more than $ https://slicast.com/zh/article/21h0hg Slicast zh-cn 2026-10-28T16:46:53.000Z CMS Energy首席执行官Garrick Rochow在财报电话会上预计，中期选举后数据中心项目将取得“进展”，并将许可受挫归咎于政治“误导性言论”，但未回应该公司提及的超过3亿美元相关金额。 https://slicast.com/ko/article/21h0hg Slicast ko 2026-10-28T16:46:53.000Z CMS Energy CEO Garrick Rochow는 실적 발표 콘퍼런스콜에서 중간선거 이후 데이터센터 프로젝트에서 '진전'이 있을 것이라고 전망하면서, 인허가 차질의 원인을 정치적 '스핀'에 돌렸다. 다만 회사가 언급한 3억 달러 이상의 금액에 대해서는 설명하지 않았다. https://slicast.com/article/1ublg2j Slicast en 2026-10-28T16:37:51.000Z Data Igloo wants to develop a storage-focused data center on a former pulp mill in New Zealand's Ruapehu region. https://slicast.com/zh/article/1ublg2j Slicast zh-cn 2026-10-28T16:37:51.000Z Data Igloo计划在新西兰鲁阿佩胡地区的一座前纸浆厂建设以存储为重点的数据中心。 https://slicast.com/ko/article/1ublg2j Slicast ko 2026-10-28T16:37:51.000Z Data Igloo는 뉴질랜드 루아페후 지역의 옛 펄프 공장 부지에 스토리지 중심의 데이터센터를 개발할 계획이다. https://slicast.com/article/18m5p0y Slicast en 2026-10-28T16:31:09.000Z An economy.ac analysis argues CXMT is accelerating memory catch-up by changing cell structures to get around EUV limitations, aided by massive IPO proceeds, domestic demand and technology allegedly le https://slicast.com/zh/article/18m5p0y Slicast zh-cn 2026-10-28T16:31:09.000Z 经济分析网站economy.ac称，长鑫存储正通过改变单元结构以绕开极紫外光刻的限制，加快存储追赶，其背后有巨额首次公开募股募资、国内需求以及据称从韩国泄露的技术支撑。 https://slicast.com/ko/article/18m5p0y Slicast ko 2026-10-28T16:31:09.000Z CXMT는 EUV 장비 제약을 우회하기 위해 셀 구조를 변경하는 방식으로 메모리 추격 속도를 높이고 있다고 economy.ac 분석이 주장했다. 이 과정에는 대규모 IPO 수익, 국내 수요, 그리고 한국에서 유출되었다고 알려진 기술이 뒷받침하고 있다. https://slicast.com/article/1841qio Slicast en 2026-10-28T16:23:01.000Z CXMT (ChangXin Memory) plans to start HBM3E mass production by the end of 2026, according to TechPowerUp. https://slicast.com/zh/article/1841qio Slicast zh-cn 2026-10-28T16:23:01.000Z 据TechPowerUp报道，长鑫存储（CXMT）计划在2026年底前开始量产HBM3E。 https://slicast.com/ko/article/1841qio Slicast ko 2026-10-28T16:23:01.000Z CXMT(ChangXin Memory)는 TechPowerUp에 따르면 2026년 말까지 HBM3E 양산을 시작할 계획이다. https://slicast.com/article/1ij41ou Slicast en 2026-10-28T16:20:49.000Z Blockchain and crypto firm Blockmate Ventures has bought an Nvidia B200 cluster to enter the neocloud market, partnering with Scannit, which will host the hardware in an undisclosed data center. https://slicast.com/zh/article/1ij41ou Slicast zh-cn 2026-10-28T16:20:49.000Z 加密货币公司Blockmate Ventures进军新型云服务市场，购入一套英伟达B200集群，并与Scannit合作，由后者在一个未披露的数据中心托管硬件。 https://slicast.com/ko/article/1ij41ou Slicast ko 2026-10-28T16:20:49.000Z 블록체인·암호화폐 기업 Blockmate Ventures가 네오클라우드 시장 진출을 위해 Nvidia B200 클러스터를 구매했다. 이 회사는 하드웨어를 비공개 데이터센터에 입주시킬 예정인 Scannit과 파트너십을 맺었다. https://slicast.com/article/6s9p4j Slicast en 2026-10-28T16:18:45.000Z Edtech firm Genius Group plans to pivot into data centers, partnering with FingerMotion and BlueFlare on a project in Canada. https://slicast.com/zh/article/6s9p4j Slicast zh-cn 2026-10-28T16:18:45.000Z 教育科技公司Genius Group计划转型数据中心业务，并与FingerMotion和BlueFlare合作在加拿大开展一个项目。 https://slicast.com/ko/article/6s9p4j Slicast ko 2026-10-28T16:18:45.000Z 에드테크 기업 Genius Group은 FingerMotion, BlueFlare와 협력해 캐나다에서 진행하는 프로젝트를 통해 데이터센터 사업으로 전환할 계획이다. https://slicast.com/article/172oqfw Slicast en 2026-10-28T16:10:31.000Z Gizmodo reports that China's CXMT is producing chips with a reported failure rate of about 70% as the country pushes to secure AI memory supply. https://slicast.com/zh/article/172oqfw Slicast zh-cn 2026-10-28T16:10:31.000Z 据Gizmodo报道，长鑫存储（CXMT）据称正在生产失效率约70%的芯片，中国在AI内存供应上的迫切需求由此可见一斑。 https://slicast.com/ko/article/172oqfw Slicast ko 2026-10-28T16:10:31.000Z Gizmodo는 중국 CXMT가 AI 메모리 공급망 확보를 위해 생산을 확대하는 가운데, 보고된 불량률이 약 70%에 달하는 칩을 생산하고 있다고 보도했다. https://slicast.com/article/5o9ka0 Slicast en 2026-10-28T15:48:50.000Z A report says OpenAI is looking beyond Nvidia and plans to buy Google's AI chips. https://slicast.com/zh/article/5o9ka0 Slicast zh-cn 2026-10-28T15:48:50.000Z 据报道，OpenAI正在寻求英伟达之外的选择，计划采购谷歌的AI芯片。 https://slicast.com/ko/article/5o9ka0 Slicast ko 2026-10-28T15:48:50.000Z OpenAI는 엔비디아를 넘어서는 대안을 모색하고 있으며 구글의 AI 칩 구매를 계획 중인 것으로 보도됐다. https://slicast.com/article/1rwlp3b Slicast en 2026-10-28T15:41:06.000Z According to The Verge, xAI has offered to buy homes in Mississippi in exchange for residents waiving their claims. https://slicast.com/zh/article/1rwlp3b Slicast zh-cn 2026-10-28T15:41:06.000Z 据The Verge报道，xAI提出在密西西比州收购居民住宅，以换取居民放弃索赔权。 https://slicast.com/ko/article/1rwlp3b Slicast ko 2026-10-28T15:41:06.000Z The Verge에 따르면, xAI는 주민들이 권리 주장을 포기하는 조건으로 미시시피주의 주택을 매입하겠다고 제안했다. https://slicast.com/article/29i641 Slicast en 2026-10-28T15:18:23.000Z SK hynix says customers want more than twice the HBM it can supply. https://slicast.com/zh/article/29i641 Slicast zh-cn 2026-10-28T15:18:23.000Z SK海力士表示，客户对HBM的需求量是其可供应量的两倍以上。 https://slicast.com/ko/article/29i641 Slicast ko 2026-10-28T15:18:23.000Z SK hynix "고객사들이 공급 가능한 HBM 물량의 두 배 이상을 원하고 있다"고 밝혔다. https://slicast.com/article/1kughcb Slicast en 2026-10-28T15:15:37.000Z SK hynix says its memory is sold out through 2029, and The Globe and Mail says Micron is also a winner from the tight market. https://slicast.com/zh/article/1kughcb Slicast zh-cn 2026-10-28T15:15:37.000Z SK海力士表示其内存产品已售罄至2029年，《环球邮报》称美光科技也是此轮供需紧张的受益者。 https://slicast.com/ko/article/1kughcb Slicast ko 2026-10-28T15:15:37.000Z SK하이닉스는 자사 메모리 제품이 2029년까지 공급이 완료됐다고 밝혔으며, The Globe and Mail은 마이크론도 이러한 공급 부족 시장의 수혜를 입고 있다고 보도했다. https://slicast.com/article/1jhd4iu Slicast en 2026-10-28T15:11:51.000Z TechRepublic reports new rules aimed at reducing the risk that AI data centers strain power grids. https://slicast.com/zh/article/1jhd4iu Slicast zh-cn 2026-10-28T15:11:51.000Z TechRepublic报道，新规则旨在降低AI数据中心给电网带来的压力风险。 https://slicast.com/ko/article/1jhd4iu Slicast ko 2026-10-28T15:11:51.000Z TechRepublic은 AI 데이터센터가 전력망에 부담을 주는 위험을 줄이기 위한 새로운 규정을 보도했다. https://slicast.com/article/9grsuu Slicast en 2026-10-28T15:05:52.000Z Enphase and Infineon have deployed 900V GaN switches in solid-state transformers designed for AI data centers, which they call a world's first. https://slicast.com/zh/article/9grsuu Slicast zh-cn 2026-10-28T15:05:52.000Z Enphase与英飞凌在为AI数据中心设计的固态变压器中部署了900V氮化镓开关，并称这是全球首次部署。 https://slicast.com/ko/article/9grsuu Slicast ko 2026-10-28T15:05:52.000Z Enphase와 Infineon은 AI 데이터센터용으로 설계된 고체 변압기에 900V GaN 스위치를 적용했다고 밝혔으며, 이를 세계 최초라고 주장하고 있다. https://slicast.com/article/xevrbk Slicast en 2026-10-28T15:02:46.000Z Galaxy has walked away from a tenant deal for its Helios II site as Texas regulatory uncertainty slows leasing. https://slicast.com/zh/article/xevrbk Slicast zh-cn 2026-10-28T15:02:46.000Z 银河数字放弃了Helios II的租户协议，原因是得克萨斯州的监管不确定性拖慢了租赁进程。 https://slicast.com/ko/article/xevrbk Slicast ko 2026-10-28T15:02:46.000Z Galaxy는 텍사스 규제 불확실성으로 임대 계약이 지연되면서 Helios II 부지의 한 임차인 계약에서 손을 뗐다. https://slicast.com/article/1sqxiab Slicast en 2026-10-28T15:01:25.000Z Neocloud General Compute raised $100m in a Series A round, giving it a post-money valuation of $800m. https://slicast.com/zh/article/1sqxiab Slicast zh-cn 2026-10-28T15:01:25.000Z 新型云服务商General Compute完成1亿美元A轮融资，投后估值8亿美元。 https://slicast.com/ko/article/1sqxiab Slicast ko 2026-10-28T15:01:25.000Z Neocloud General Compute가 시리즈 A 라운드에서 1억 달러를 조달했으며, 이에 따른 사후 기업가치는 8억 달러다. https://slicast.com/article/qzwdpy Slicast en 2026-10-28T15:00:46.000Z Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and Games https://slicast.com/zh/article/qzwdpy Slicast zh-cn 2026-10-28T15:00:46.000Z 轻薄全能：NVIDIA RTX Spark Windows笔记本新增机型、智能体工具和游戏 https://slicast.com/article/1na5a5u Slicast en 2026-10-28T15:00:00.000Z Foundry Robotics Raises $100 Million Series A to Build America’s First Autonomous Factory for Assembly https://slicast.com/zh/article/1na5a5u Slicast zh-cn 2026-10-28T15:00:00.000Z Foundry Robotics完成1亿美元A轮融资，打造美国首座自主装配工厂 https://slicast.com/ko/article/1na5a5u Slicast ko 2026-10-28T15:00:00.000Z Foundry Robotics, 1억 달러 시리즈 A 투자 유치… 미국 최초 자율 조립 공장 구축 추진 https://slicast.com/article/12g8oxa Slicast en 2026-10-28T14:44:49.000Z TPG is reportedly eyeing UK data center operator Ark, which could be valued at $5 billion. https://slicast.com/zh/article/12g8oxa Slicast zh-cn 2026-10-28T14:44:49.000Z 据报道，TPG有意收购英国数据中心运营商Ark，该公司估值可能达到50亿美元。 https://slicast.com/ko/article/12g8oxa Slicast ko 2026-10-28T14:44:49.000Z TPG는 영국 데이터센터 운영사 Ark 인수를 검토 중인 것으로 전해졌으며, 이 회사의 기업가치는 50억 달러에 달할 수 있는 것으로 알려졌다. https://slicast.com/article/egd7eb Slicast en 2026-10-28T14:38:56.000Z Oracle is expanding Oracle Cloud Infrastructure (OCI) to offer Google TPUs and other new AI chips alongside a deeper Nvidia partnership, giving customers more workload choice. https://slicast.com/zh/article/egd7eb Slicast zh-cn 2026-10-28T14:38:56.000Z 甲骨文正在扩展OCI（Oracle Cloud Infrastructure）的AI基础设施，新增谷歌TPU及其他新型AI芯片，同时深化与英伟达的合作，让客户有更多工作负载选择。 https://slicast.com/ko/article/egd7eb Slicast ko 2026-10-28T14:38:56.000Z Oracle는 Oracle Cloud Infrastructure(OCI)를 확장해 Google TPU 및 기타 신규 AI 칩을 제공할 계획이며, Nvidia와의 파트너십도 강화해 고객의 워크로드 선택 폭을 넓힐 예정입니다. https://slicast.com/article/ka13z Slicast en 2026-10-28T14:34:38.000Z Southeast Asia Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/ka13z Slicast zh-cn 2026-10-28T14:34:38.000Z 东南亚现有及规划中的数据中心组合 https://slicast.com/article/838qr2 Slicast en 2026-10-28T14:30:42.000Z Nigeria Data Center Market: Existing and Upcoming Facility https://slicast.com/zh/article/838qr2 Slicast zh-cn 2026-10-28T14:30:42.000Z 尼日利亚数据中心市场：现有及规划中的设施 https://slicast.com/article/176tn9i Slicast en 2026-10-28T14:26:39.000Z Oceania Data Center Market: Existing and Upcoming https://slicast.com/zh/article/176tn9i Slicast zh-cn 2026-10-28T14:26:39.000Z 大洋洲数据中心市场：现有及规划中的项目 https://slicast.com/ko/article/176tn9i Slicast ko 2026-10-28T14:26:39.000Z 오세아니아 데이터센터 시장: 기존 및 향후 전망 https://slicast.com/article/1g93n8f Slicast en 2026-10-28T14:23:16.000Z CXMT (ChangXin Memory) has unveiled a new DRAM technology aimed at raising chip capacity. https://slicast.com/zh/article/1g93n8f Slicast zh-cn 2026-10-28T14:23:16.000Z 长鑫存储（CXMT）推出新型DRAM技术，旨在提升芯片容量。 https://slicast.com/ko/article/1g93n8f Slicast ko 2026-10-28T14:23:16.000Z CXMT(ChangXin Memory)가 칩 용량 향상을 목표로 한 새로운 DRAM 기술을 공개했다. https://slicast.com/article/ah61se Slicast en 2026-10-28T14:15:00.000Z Microsoft faces a potential shareholder vote on its emissions plans, as its greenhouse gas output has risen sharply since it pledged to become carbon-negative by 2030. https://slicast.com/zh/article/ah61se Slicast zh-cn 2026-10-28T14:15:00.000Z 微软可能面临股东投票，质询其排放计划，因为自承诺2030年实现碳负排放以来，其温室气体排放量大幅上升。 https://slicast.com/ko/article/ah61se Slicast ko 2026-10-28T14:15:00.000Z Microsoft는 2030년까지 탄소 네거티브 달성을 약속한 이후 온실가스 배출량이 급격히 증가하면서, 배출 계획을 두고 주주 투표에 직면할 가능성이 있다. https://slicast.com/article/1lgq9md Slicast en 2026-10-28T14:11:00.000Z Flex (FLEX) shares rose on earnings, and analysts say its upcoming AI infrastructure spinoff may be the bigger value driver. https://slicast.com/zh/article/1lgq9md Slicast zh-cn 2026-10-28T14:11:00.000Z 伟创力（FLEX）股价因财报上涨，分析认为其即将进行的AI基础设施业务分拆可能带来更大的价值提升。 https://slicast.com/ko/article/1lgq9md Slicast ko 2026-10-28T14:11:00.000Z Flex(FLEX) 주가는 실적 발표 후 상승했으며, 애널리스트들은 향후 추진될 AI 인프라 분사가 더 큰 가치 상승 동력이 될 수 있다고 평가했다. https://slicast.com/article/ryn81u Slicast en 2026-10-28T14:06:59.000Z Enphase Energy (ENPH) unveiled a 900 V GaN AI data center power platform. https://slicast.com/zh/article/ryn81u Slicast zh-cn 2026-10-28T14:06:59.000Z Enphase Energy（ENPH）推出900伏氮化镓AI数据中心电源平台。 https://slicast.com/ko/article/ryn81u Slicast ko 2026-10-28T14:06:59.000Z Enphase Energy (ENPH)가 900 V GaN 기반 AI 데이터센터 전력 플랫폼을 공개했다. https://slicast.com/article/1foznjc Slicast en 2026-10-28T14:01:41.000Z APAC Existing and Upcoming Data Center Market Portfolio, https://slicast.com/zh/article/1foznjc Slicast zh-cn 2026-10-28T14:01:41.000Z 亚太地区现有及规划中的数据中心市场组合 https://slicast.com/ko/article/1foznjc Slicast ko 2026-10-28T14:01:41.000Z APAC 기존 및 향후 데이터센터 시장 포트폴리오, https://slicast.com/article/60k7yo Slicast en 2026-10-28T13:48:23.000Z EdgeCore raised $521 million in debt secured against a leased Silicon Valley data center through an asset-backed securities (ABS) deal. https://slicast.com/zh/article/60k7yo Slicast zh-cn 2026-10-28T13:48:23.000Z EdgeCore通过资产支持证券（ABS）融资5.21亿美元，底层资产为一处租赁的硅谷数据中心。 https://slicast.com/ko/article/60k7yo Slicast ko 2026-10-28T13:48:23.000Z EdgeCore는 임대한 실리콘밸리 데이터센터를 담보로 자산유동화증권(ABS) 거래를 통해 5억 2,100만 달러의 부채를 조달했다. https://slicast.com/article/1wdvio5 Slicast en 2026-10-28T13:44:42.000Z The UK government plans to give data centres priority access to the electricity grid, according to Channel NewsAsia. https://slicast.com/zh/article/1wdvio5 Slicast zh-cn 2026-10-28T13:44:42.000Z 英国政府计划赋予数据中心优先接入电网的权限,据《新加坡海峡时报》旗下Channel NewsAsia报道。 https://slicast.com/ko/article/1wdvio5 Slicast ko 2026-10-28T13:44:42.000Z 영국 정부는 채널뉴스아시아(Channel NewsAsia)의 보도에 따르면 데이터센터에 전력망 우선 접근권을 부여할 계획이다. https://slicast.com/article/2s80y1 Slicast en 2026-10-28T13:42:35.000Z FERC approved tougher MISO penalties for nonperforming demand-side resources, though two commissioners urged monitoring the rules in case they harm well-performing demand response and behind-the-meter https://slicast.com/zh/article/2s80y1 Slicast zh-cn 2026-10-28T13:42:35.000Z 联邦能源监管委员会（FERC）批准对MISO中表现不佳的需求侧资源实施更严厉的处罚，但两名委员呼吁密切监测相关规则，以防其损害表现良好的需求响应及表后资源。 https://slicast.com/ko/article/2s80y1 Slicast ko 2026-10-28T13:42:35.000Z FERC가 MISO의 비이행 수요측 자원에 대한 더 강화된 패널티를 승인했으나, 두 명의 위원은 해당 규정이 성실히 이행하는 수요반응 및 계량기 후단(behind-the-meter) 자원에 피해를 줄 수 있으므로 이를 지속적으로 모니터링할 것을 촉구했다. https://slicast.com/article/vt2p75 Slicast en 2026-10-28T13:40:18.000Z Vertiv (VRT) stock surged as its orders doubled amid the AI build-out, with management saying the business is 'evolving faster than ever'. https://slicast.com/zh/article/vt2p75 Slicast zh-cn 2026-10-28T13:40:18.000Z 维谛技术（VRT）股价大涨，订单翻倍，管理层称业务“发展速度前所未有”。 https://slicast.com/ko/article/vt2p75 Slicast ko 2026-10-28T13:40:18.000Z Vertiv(VRT) 주가는 AI 인프라 구축 수요에 힘입어 수주가 두 배로 늘면서 급등했으며, 경영진은 회사가 "그 어느 때보다 빠르게 진화하고 있다"고 밝혔다. https://slicast.com/article/pvi5ga Slicast en 2026-10-28T13:38:32.000Z SpiNNcloud has rebranded as Sparxity and announced the deployment of its sparse-native computing system at Jülich. https://slicast.com/zh/article/pvi5ga Slicast zh-cn 2026-10-28T13:38:32.000Z SpiNNcloud已更名为Sparxity，并宣布其稀疏原生计算系统已在Jülich部署。 https://slicast.com/ko/article/pvi5ga Slicast ko 2026-10-28T13:38:32.000Z SpiNNcloud가 사명을 Sparxity로 변경했으며, 율리히(Jülich)에 희소(sparse) 연산 전용 컴퓨팅 시스템을 구축한다고 발표했다. https://slicast.com/article/l21ocm Slicast en 2026-10-28T13:17:11.000Z CXMT is set to start HBM3E AI chip production even though its yields are reportedly as low as 20%. https://slicast.com/zh/article/l21ocm Slicast zh-cn 2026-10-28T13:17:11.000Z 长鑫存储（CXMT）据报道将开始量产HBM3E AI芯片，尽管其良率低至20%。 https://slicast.com/ko/article/l21ocm Slicast ko 2026-10-28T13:17:11.000Z CXMT는 수율이 20%까지 낮은 것으로 알려졌음에도 HBM3E AI 칩 양산을 시작할 예정이다. https://slicast.com/article/1ej0508 Slicast en 2026-10-28T13:17:00.000Z IREN and Wingspire Equipment Finance completed $363 million of financing for high-density AI compute assets. https://slicast.com/zh/article/1ej0508 Slicast zh-cn 2026-10-28T13:17:00.000Z IREN与Wingspire Equipment Finance已完成3.63亿美元融资，用于高密度AI算力资产。 https://slicast.com/ko/article/1ej0508 Slicast ko 2026-10-28T13:17:00.000Z IREN과 Wingspire Equipment Finance가 고밀도 AI 컴퓨팅 자산을 위한 3억 6,300만 달러 규모의 금융 조달을 완료했다. https://slicast.com/article/6f53on Slicast en 2026-10-28T13:12:25.000Z A gigawatt-scale off-grid data center campus has been proposed in Western Australia, a project that pivots from green hydrogen and ammonia to data centers. https://slicast.com/zh/article/6f53on Slicast zh-cn 2026-10-28T13:12:25.000Z 西澳大利亚州拟建一个吉瓦级离网数据中心园区，该项目已从绿氢和氨项目转向数据中心。 https://slicast.com/ko/article/6f53on Slicast ko 2026-10-28T13:12:25.000Z 가중 방식의 대규모 전력망 비연계(off-grid) 데이터센터 단지가 서호주에 제안되었으며, 이 프로젝트는 그린 수소 및 암모니아 사업에서 데이터센터로 방향을 전환한 것이다. https://slicast.com/article/1p6rifm Slicast en 2026-10-28T13:07:24.000Z Microsoft signed two power purchase agreements with Macquarie-backed Blueleaf Energy in Japan, where Blueleaf has a portfolio of around 1.2GW of solar projects. https://slicast.com/zh/article/1p6rifm Slicast zh-cn 2026-10-28T13:07:24.000Z 微软与麦格理支持的Blueleaf Energy在日本签署两份购电协议，Blueleaf在日本拥有约1.2吉瓦的太阳能项目组合。 https://slicast.com/ko/article/1p6rifm Slicast ko 2026-10-28T13:07:24.000Z Microsoft, Blueleaf Energy와 일본에서 전력구매계약(PPA) 2건을 체결했으며, Blueleaf Energy는 일본에 약 1.2GW 규모의 태양광 프로젝트 포트폴리오를 보유하고 있다. Blueleaf Energy는 Macquarie가 투자한 기업이다. https://slicast.com/article/vn86l Slicast en 2026-10-28T13:01:21.000Z SK hynix-owned Solidigm is reportedly in talks about a $45 billion investment in a new flash memory factory in the U.S. https://slicast.com/zh/article/vn86l Slicast zh-cn 2026-10-28T13:01:21.000Z SK海力士旗下的Solidigm据报道正洽谈投资450亿美元，在美国建设一座新的闪存工厂。 https://slicast.com/ko/article/vn86l Slicast ko 2026-10-28T13:01:21.000Z SK하이닉스 계열사 솔리다임이 미국에 새로운 낸드플래시 공장을 짓는 데 450억 달러 규모의 투자를 논의 중인 것으로 전해졌다. https://slicast.com/article/imnsgm Slicast en 2026-10-28T13:00:00.000Z Commonwealth Associates and RRC Companies Merge to Form a Leading Power Solutions Firm https://slicast.com/zh/article/imnsgm Slicast zh-cn 2026-10-28T13:00:00.000Z Commonwealth Associates与RRC Companies合并，组建领先的电力解决方案公司 https://slicast.com/article/1umkfg7 Slicast en 2026-10-28T12:56:17.000Z US Signal has acquired a data center in Hillsboro, Oregon that was previously occupied by Oracle. https://slicast.com/zh/article/1umkfg7 Slicast zh-cn 2026-10-28T12:56:17.000Z US Signal已收购位于俄勒冈州希尔斯伯勒的一座数据中心，该设施此前由甲骨文使用。 https://slicast.com/ko/article/1umkfg7 Slicast ko 2026-10-28T12:56:17.000Z US Signal이 과거 Oracle이 사용하던 오리건주 힐스버러의 데이터센터를 인수했다. https://slicast.com/article/1f6dri0 Slicast en 2026-10-28T12:51:00.000Z The US Department of Energy announced $10.1 billion in loans to Constellation and Alliant covering 3.7 GW, and both loan packages can finance uprates at existing generation facilities, which Energy Se https://slicast.com/zh/article/1f6dri0 Slicast zh-cn 2026-10-28T12:51:00.000Z 美国能源部宣布向Constellation和Alliant提供总额101亿美元的贷款，涉及3.7吉瓦发电容量；两笔贷款均可用于为现有发电设施进行容量增容改造，能源部长Chris Wright称这一做法「常识性」。 https://slicast.com/ko/article/1f6dri0 Slicast ko 2026-10-28T12:51:00.000Z 미국 에너지부는 Constellation과 Alliant에 대해 총 101억 달러 규모의 대출을 발표했으며, 이는 3.7GW 규모를 다룹니다. 두 대출 패키지 모두 기존 발전 시설의 출력 증강(uprate) 자금으로 활용될 수 있으며, 크리스 라이트 에너지부 장관은 이를 "상식적인" 조치라고 평가했습니다. https://slicast.com/article/yfjlpj Slicast en 2026-10-28T12:30:13.000Z CXMT joined the Shanghai Composite Index three months after its listing, and according to Global Times it overtook ICBC to become the index's top weight. https://slicast.com/zh/article/yfjlpj Slicast zh-cn 2026-10-28T12:30:13.000Z 长鑫存储（CXMT）上市三个月后纳入上证综合指数，据环球时报报道，其权重已超越工商银行（ICBC），成为该指数权重最高的成分股。 https://slicast.com/ko/article/yfjlpj Slicast ko 2026-10-28T12:30:13.000Z CXMT는 상장 3개월 만에 상하이종합지수에 편입됐으며, Global Times에 따르면 이 지수에서 ICBC를 제치고 최대 비중 종목이 됐다. https://slicast.com/article/1at4z6e Slicast en 2026-10-28T12:28:50.000Z SKHY posted another record profit, with the company saying three years' worth of DRAM and HBM supply has sold out. https://slicast.com/zh/article/1at4z6e Slicast zh-cn 2026-10-28T12:28:50.000Z SKHY再次公布创纪录利润，并表示未来三年的动态随机存取存储器与高带宽存储器供应已全部售罄。 https://slicast.com/ko/article/1at4z6e Slicast ko 2026-10-28T12:28:50.000Z SKHY가 또 한 번 사상 최대 실적을 발표했으며, 회사 측은 향후 3년 치 DRAM과 HBM 공급량이 모두 매진됐다고 밝혔다. https://slicast.com/article/10ziv41 Slicast en 2026-10-28T12:28:40.000Z CXMT is reportedly set to begin HBM3E mass production despite low yields, with some reports citing defect rates of up to 80%. https://slicast.com/zh/article/10ziv41 Slicast zh-cn 2026-10-28T12:28:40.000Z 据报道，长鑫存储（CXMT）尽管良率偏低，仍将开始量产HBM3E，部分报道称其缺陷率最高达80%。 https://slicast.com/ko/article/10ziv41 Slicast ko 2026-10-28T12:28:40.000Z CXMT가 수율이 낮은 상황에서도 HBM3E 양산을 시작할 예정이라는 보도가 나왔으며, 일부 보도는 불량률이 최대 80%에 이른다고 전했다. https://slicast.com/article/jsywvy Slicast en 2026-10-28T12:20:14.000Z Reuters reports China's new export curbs draw a line around its AI 'crown jewels'. https://slicast.com/zh/article/jsywvy Slicast zh-cn 2026-10-28T12:20:14.000Z 路透社报道，中国新出台的出口管制划定了其人工智能「核心资产」的边界。 https://slicast.com/ko/article/jsywvy Slicast ko 2026-10-28T12:20:14.000Z 로이터는 중국의 새로운 수출 규제가 AI 분야의 '핵심 기술(crown jewels)'을 둘러싸고 선을 긋는다고 보도했다. https://slicast.com/article/1w1wfnc Slicast en 2026-10-28T12:08:34.000Z Moore Threads' revenue jumped 147% as China bets heavily on homegrown GPUs. https://slicast.com/zh/article/1w1wfnc Slicast zh-cn 2026-10-28T12:08:34.000Z 摩尔线程营收同比增长147%，中国大力押注本土图形处理器。 https://slicast.com/ko/article/1w1wfnc Slicast ko 2026-10-28T12:08:34.000Z Moore Threads의 매출이 147% 급증했으며, 중국이 자체 GPU에 대규모 투자를 이어가는 가운데 나온 성과다. https://slicast.com/article/157jthh Slicast en 2026-10-28T12:00:00.000Z KLA CORP files 8-K: results of operations https://slicast.com/zh/article/157jthh Slicast zh-cn 2026-10-28T12:00:00.000Z KLA CORP 提交 8-K：重大事件 https://slicast.com/ko/article/157jthh Slicast ko 2026-10-28T12:00:00.000Z KLA CORP, 8-K 제출: 영업실적 공시 https://slicast.com/article/1db90jt Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: results of operations https://slicast.com/zh/article/1db90jt Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1db90jt Slicast ko 2026-10-28T12:00:00.000Z MICROSOFT CORP 8-K 제출: 영업 실적 https://slicast.com/article/1dfuikk Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 8-K: results of operations https://slicast.com/zh/article/1dfuikk Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 8-K：重大事件 https://slicast.com/ko/article/1dfuikk Slicast ko 2026-10-28T12:00:00.000Z GE Vernova, 8-K 보고서 제출: 영업 실적 https://slicast.com/article/1o7351x Slicast en 2026-10-28T12:00:00.000Z ORACLE CORP files 8-K: Regulation FD disclosure https://slicast.com/zh/article/1o7351x Slicast zh-cn 2026-10-28T12:00:00.000Z ORACLE CORP 提交 8-K：重大事件 https://slicast.com/ko/article/1o7351x Slicast ko 2026-10-28T12:00:00.000Z ORACLE CORP, 8-K 제출: Regulation FD 공시 https://slicast.com/article/1x3ky7g Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1x3ky7g Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 10-Q：季度报告(10-Q) https://slicast.com/article/8vo902 Slicast en 2026-10-28T12:00:00.000Z MICROSOFT CORP files 8-K: other material event https://slicast.com/zh/article/8vo902 Slicast zh-cn 2026-10-28T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/article/a8lg6z Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/a8lg6z Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/fbzrkl Slicast en 2026-10-28T12:00:00.000Z Alphabet files 8-K: results of operations https://slicast.com/zh/article/fbzrkl Slicast zh-cn 2026-10-28T12:00:00.000Z Alphabet 提交 8-K：重大事件 https://slicast.com/article/ga9zhe Slicast en 2026-10-28T12:00:00.000Z Vertiv Holdings Co files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/ga9zhe Slicast zh-cn 2026-10-28T12:00:00.000Z Vertiv Holdings Co 提交 10-Q：季度报告(10-Q) https://slicast.com/article/tkldt2 Slicast en 2026-10-28T12:00:00.000Z GE Vernova files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/tkldt2 Slicast zh-cn 2026-10-28T12:00:00.000Z GE Vernova 提交 10-Q：季度报告(10-Q) https://slicast.com/article/tsjum6 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 8-K: results of operations https://slicast.com/zh/article/tsjum6 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 8-K：重大事件 https://slicast.com/article/y4q9w8 Slicast en 2026-10-28T12:00:00.000Z EQUINIX INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/y4q9w8 Slicast zh-cn 2026-10-28T12:00:00.000Z EQUINIX INC 提交 10-Q：季度报告(10-Q) https://slicast.com/article/txfz5l Slicast en 2026-10-28T11:51:26.000Z OpenAI reportedly plans to purchase Google AI chips as demand for computing infrastructure grows. https://slicast.com/zh/article/txfz5l Slicast zh-cn 2026-10-28T11:51:26.000Z 据报道，OpenAI计划采购谷歌的AI芯片，以应对日益增长的算力基础设施需求。 https://slicast.com/ko/article/txfz5l Slicast ko 2026-10-28T11:51:26.000Z OpenAI는 컴퓨팅 인프라 수요가 늘어나면서 Google AI 칩을 구매할 계획인 것으로 전해졌다. https://slicast.com/article/p9od2z Slicast en 2026-10-28T11:30:00.000Z Residents in 'Elonville' in the US say Musk's xAI offered to buy their homes if they agree not to sue over datacenter noise. https://slicast.com/zh/article/p9od2z Slicast zh-cn 2026-10-28T11:30:00.000Z 美国的'Elonville'居民称，马斯克旗下的xAI曾提出，如果他们不起诉数据中心噪音问题，就收购其住房。 https://slicast.com/ko/article/p9od2z Slicast ko 2026-10-28T11:30:00.000Z 미국 'Elonville' 주민들은 머스크의 xAI가 데이터센터 소음과 관련해 소송을 제기하지 않겠다는 조건으로 주택을 매입하겠다고 제안했다고 말했다. https://slicast.com/article/o5pdpv Slicast en 2026-10-28T11:30:00.000Z Hyperscale Data Engages Newmark to Arrange Non-Dilutive Long-Term Debt Financing for the Michigan AI Data Center https://slicast.com/zh/article/o5pdpv Slicast zh-cn 2026-10-28T11:30:00.000Z Hyperscale Data委托Newmark为密歇根州AI数据中心安排非稀释性长期债务融资 https://slicast.com/article/pf9zux Slicast en 2026-10-28T11:21:41.000Z Axios reports that bond investors have become more selective about AI-related debt. https://slicast.com/zh/article/pf9zux Slicast zh-cn 2026-10-28T11:21:41.000Z Axios报道称，债券投资者对与人工智能相关的债务变得更加挑剔。 https://slicast.com/ko/article/pf9zux Slicast ko 2026-10-28T11:21:41.000Z Axios는 채권 투자자들이 AI 관련 부채에 대해 더욱 선별적인 태도를 보이고 있다고 보도했다. https://slicast.com/article/tlaj19 Slicast en 2026-10-28T11:14:23.000Z CXMT has reportedly shipped HBM3E samples and is aiming for production within 2 months despite 20–30% yields. https://slicast.com/zh/article/tlaj19 Slicast zh-cn 2026-10-28T11:14:23.000Z 据报道，CXMT已向客户送出HBM3E样品，并计划在两个月内投产，尽管良率仅为20–30%。 https://slicast.com/ko/article/tlaj19 Slicast ko 2026-10-28T11:14:23.000Z CXMT가 HBM3E 샘플을 출하한 것으로 전해졌으며, 수율이 20~30%에 그치고 있음에도 2개월 내 양산을 목표로 하고 있다. https://slicast.com/article/yypa6c Slicast en 2026-10-28T11:00:00.000Z Nvidia's Vera CPU is now generally available on Oracle's OCI Superclusters, with standalone Vera CPUs landing in Oracle Cloud's multi-gigawatt deployment as Nvidia moves past NVL72 configurations. https://slicast.com/zh/article/yypa6c Slicast zh-cn 2026-10-28T11:00:00.000Z 英伟达的Vera CPU现已在甲骨文的OCI Superclusters全面上市，独立Vera CPU进入甲骨文云的多吉瓦级部署，标志着英伟达正从NVL72形态转向独立的Vera部署。 https://slicast.com/ko/article/yypa6c Slicast ko 2026-10-28T11:00:00.000Z Nvidia의 Vera CPU가 이제 Oracle OCI Superclusters에서 정식 출시되었으며, Nvidia가 NVL72 구성을 넘어서면서 독립형 Vera CPU도 Oracle Cloud의 멀티기가와트 배포에 도입될 예정입니다. https://slicast.com/article/1jqz5hj Slicast en 2026-10-28T11:00:00.000Z ExtremeTech reports that Nvidia has admitted Vera Rubin is not as powerful as it originally claimed. https://slicast.com/zh/article/1jqz5hj Slicast zh-cn 2026-10-28T11:00:00.000Z ExtremeTech报道称，英伟达承认Vera Rubin的性能不如其此前宣称的那样强。 https://slicast.com/ko/article/1jqz5hj Slicast ko 2026-10-28T11:00:00.000Z ExtremeTech는 Nvidia가 Vera Rubin의 성능이 당초 주장했던 것만큼 강력하지 않다고 인정했다고 보도했다. https://slicast.com/article/1evzfsq Slicast en 2026-10-28T10:55:00.000Z Vertiv Reports Strong Third Quarter 2026 with Net Sales Growth of 61%, Organic Orders Growth over 100% and Diluted EPS Growth of 91% (Adjusted Diluted EPS Growth of 78%); Raises Full Year 2026 Guidanc https://slicast.com/zh/article/1evzfsq Slicast zh-cn 2026-10-28T10:55:00.000Z Vertiv公布2026年第三季度强劲业绩：净销售额增长61%，有机订单增长超100%，摊薄后每股收益增长91%（调整后摊薄每股收益增长78%）；上调2026全年各项关键指标指引 https://slicast.com/ko/article/1evzfsq Slicast ko 2026-10-28T10:55:00.000Z Vertiv, 2026년 3분기 실적 발표: 순매출 61% 성장, 유기적 수주 100% 이상 증가, 희석 주당순이익(EPS) 91% 증가(조정 희석 EPS 78% 증가); 2026년 연간 가이던스 전 주요 지표 상향 조정 https://slicast.com/article/j9pp9r Slicast en 2026-10-28T10:48:35.000Z SK hynix says its DRAM and HBM are booked through 2029 as its profit soared to $62B. https://slicast.com/zh/article/j9pp9r Slicast zh-cn 2026-10-28T10:48:35.000Z SK海力士表示，其动态随机存取存储器（DRAM）和高带宽内存（HBM）订单已排至2029年，利润飙升至620亿美元。 https://slicast.com/ko/article/j9pp9r Slicast ko 2026-10-28T10:48:35.000Z SK hynix는 DRAM과 HBM 물량이 2029년까지 예약되어 있다고 밝혔으며, 이에 따라 영업이익이 620억 달러로 크게 급증했다. https://slicast.com/article/1rb3okh Slicast en 2026-10-28T10:44:28.000Z Meta plans to raise $95 billion in funding for AI infrastructure and its personal superintelligence efforts. https://slicast.com/zh/article/1rb3okh Slicast zh-cn 2026-10-28T10:44:28.000Z Meta计划为其AI基础设施及个人超级智能研发筹集950亿美元资金。 https://slicast.com/ko/article/1rb3okh Slicast ko 2026-10-28T10:44:28.000Z Meta는 AI 인프라와 개인용 초지능(superintelligence) 개발을 위해 950억 달러를 조달할 계획이다. https://slicast.com/article/1qzl1ig Slicast en 2026-10-28T10:30:00.000Z Bloomberg reports that Wall Street's AI debt machine is starting to choke on supply. https://slicast.com/zh/article/1qzl1ig Slicast zh-cn 2026-10-28T10:30:00.000Z 彭博社报道称，华尔街的人工智能债务融资机器开始因供给过多而吃力。 https://slicast.com/ko/article/1qzl1ig Slicast ko 2026-10-28T10:30:00.000Z 블룸버그는 월가의 AI 부채 조달 구조가 공급 측면에서 막히기 시작했다고 보도했다. https://slicast.com/article/1adwrls Slicast en 2026-10-28T10:16:30.000Z AI neocloud venture funding has reportedly hit a record $6.6B. https://slicast.com/zh/article/1adwrls Slicast zh-cn 2026-10-28T10:16:30.000Z 据报道，人工智能新型云服务商的风险投资额创下66亿美元的纪录。 https://slicast.com/ko/article/1adwrls Slicast ko 2026-10-28T10:16:30.000Z AI 네오클라우드 벤처 투자 자금이 기록적인 66억 달러에 이른 것으로 전해졌다. https://slicast.com/article/13tlcn8 Slicast en 2026-10-28T10:16:04.000Z Malaysia has seized servers with advanced AI chips suspected of violating export controls. https://slicast.com/zh/article/13tlcn8 Slicast zh-cn 2026-10-28T10:16:04.000Z 马来西亚查扣了疑似违反出口管制、搭载先进人工智能芯片的服务器。 https://slicast.com/ko/article/13tlcn8 Slicast ko 2026-10-28T10:16:04.000Z 말레이시아, 수출 통제 위반 의심 고성능 AI 칩 탑재 서버 압수 https://slicast.com/article/h46hlv Slicast en 2026-10-28T10:07:19.000Z China has proposed new export curbs on artificial intelligence technologies. https://slicast.com/zh/article/h46hlv Slicast zh-cn 2026-10-28T10:07:19.000Z 中国提议对人工智能技术实施新的出口限制。 https://slicast.com/ko/article/h46hlv Slicast ko 2026-10-28T10:07:19.000Z 중국이 인공지능 기술에 대한 새로운 수출 규제를 제안했다. https://slicast.com/article/44r0wm Slicast en 2026-10-28T10:03:47.000Z OpenAI is turning to Google's AI chips in a move to challenge Nvidia. https://slicast.com/zh/article/44r0wm Slicast zh-cn 2026-10-28T10:03:47.000Z OpenAI正转向采用谷歌的人工智能芯片，以挑战英伟达。 https://slicast.com/ko/article/44r0wm Slicast ko 2026-10-28T10:03:47.000Z OpenAI는 Nvidia에 도전하기 위해 Google의 AI 칩을 채택하고 있다. https://slicast.com/article/1i3xbg5 Slicast en 2026-10-28T09:56:01.000Z HD Construction Equipment has opened an engine plant in Gunsan and is targeting the AI data center power market. https://slicast.com/zh/article/1i3xbg5 Slicast zh-cn 2026-10-28T09:56:01.000Z HD Construction Equipment在群山开设发动机工厂，瞄准人工智能数据中心供电市场。 https://slicast.com/ko/article/1i3xbg5 Slicast ko 2026-10-28T09:56:01.000Z HD건설기계가 군산에 엔진 공장을 열고 AI 데이터센터 전력 시장을 겨냥하고 있다. https://slicast.com/article/bqnlcb Slicast en 2026-10-28T09:30:00.000Z The Register reports that Quake AI is developing APIs so autonomous AI agents can access its neocloud services more efficiently, with agents expected to become its main customers. https://slicast.com/zh/article/bqnlcb Slicast zh-cn 2026-10-28T09:30:00.000Z The Register报道称，Quake AI正在开发API，让自主人工智能智能体更高效地访问其新型云服务，并预计智能体将成为其主要客户。 https://slicast.com/ko/article/bqnlcb Slicast ko 2026-10-28T09:30:00.000Z The Register는 Quake AI가 자율 AI 에이전트가 자사 네오클라우드 서비스에 더 효율적으로 접근할 수 있도록 API를 개발 중이며, 에이전트가 주요 고객이 될 것으로 예상된다고 보도했다. https://slicast.com/article/ntt74a Slicast en 2026-10-27T22:00:00.000Z ARC Cloud and Compal Forge Strategic Partnership to Accelerate Large-Scale AI Infrastructure https://slicast.com/zh/article/ntt74a Slicast zh-cn 2026-10-27T22:00:00.000Z ARC Cloud与Compal达成战略合作，加速大规模AI基础设施建设 https://slicast.com/commentary/digital-realty-2026-10-27 Slicast en 2026-10-27T21:35:19.337Z Digital Realty De Soto Campus, October 2026: Plans Filed for 998,643-Square-Foot, $7.5B Data Center https://slicast.com/zh/commentary/digital-realty-2026-10-27 Slicast zh-cn 2026-10-27T21:35:19.337Z Digital Realty德索托园区，2026年10月：近百万平方英尺、75亿美元数据中心规划正式提交 https://slicast.com/commentary/qualcomm-2026-10-27 Slicast en 2026-10-27T21:22:34.922Z Qualcomm Data Center Pivot, October 2026: BlueChip, Huawei Patent Deal, and Reported $60 Billion Amazon Partnership Reshape the Growth Thesis https://slicast.com/zh/commentary/qualcomm-2026-10-27 Slicast zh-cn 2026-10-27T21:22:34.922Z 高通数据中心战略转型，2026年10月：BlueChip本土化、华为专利协议与亚马逊合作重塑增长逻辑 https://slicast.com/article/y7gbkq Slicast en 2026-10-27T21:11:00.000Z AI data centers drive cooling, power, modular infrastructure demand https://slicast.com/zh/article/y7gbkq Slicast zh-cn 2026-10-27T21:11:00.000Z AI数据中心机架功率密度从30-40kW向"数百kW级"跃升,电力成为扩张首要硬约束;JLL预测全球容量2030年翻倍至200GW https://slicast.com/commentary/astera-labs-2026-10-27 Slicast en 2026-10-27T21:10:53.179Z Astera Labs Stock October 2026: PCIe 6 Switches, CXL Memory Controllers, and Record Revenue https://slicast.com/zh/commentary/astera-labs-2026-10-27 Slicast zh-cn 2026-10-27T21:10:53.179Z Astera Labs 2026年10月：PCIe 6交换机、CXL内存控制器与创纪录营收 https://slicast.com/article/121fc8q Slicast en 2026-10-27T21:10:00.000Z Bigger than the railroads: The staggering money behind AI's data center buildout https://slicast.com/zh/article/121fc8q Slicast zh-cn 2026-10-27T21:10:00.000Z Boston Globe深度:AI数据中心建设规模超越历史所有基础设施浪潮——每GW造价$300–$410亿,美国2032年前累计支出或达$9万亿 https://slicast.com/ko/article/121fc8q Slicast ko 2026-10-27T21:10:00.000Z 철도 산업보다 큰 규모: AI 데이터센터 구축 뒤에 놓인 막대한 자금 https://slicast.com/article/z2k1sl Slicast en 2026-10-27T21:09:00.000Z Data Center Backlash Puts AI Infrastructure Projects at Credit Risk https://slicast.com/zh/article/z2k1sl Slicast zh-cn 2026-10-27T21:09:00.000Z 社区阻力与信用风险:Q2美国近$680亿数据中心项目受阻,146个项目延迟或取消 https://slicast.com/article/1130o5q Slicast en 2026-10-27T21:07:00.000Z IREN Has $4 Billion of Contracted AI Revenue and a $10 Billion Market Cap. Why the Gap? https://slicast.com/zh/article/1130o5q Slicast zh-cn 2026-10-27T21:07:00.000Z IREN:FY2026营收$7.07亿(+41%),AI Cloud ARR升至$10亿;$40亿合同营收对比$100亿市值折价凸显neocloud系统性重定价 https://slicast.com/ko/article/1130o5q Slicast ko 2026-10-27T21:07:00.000Z IREN, 계약 기준 AI 매출 40억 달러 보유… 시가총액은 100억 달러인데 왜 차이가 날까? https://slicast.com/article/t9o7g0 Slicast en 2026-10-27T21:06:00.000Z Microsoft's 60,000 Employee Buyouts https://slicast.com/zh/article/t9o7g0 Slicast zh-cn 2026-10-27T21:06:00.000Z Microsoft向全球约6万名员工(约27%劳动力)开放自愿离职计划,同期AI资本开支维持$1,750亿全年指引 https://slicast.com/ko/article/t9o7g0 Slicast ko 2026-10-27T21:06:00.000Z Microsoft의 60,000명 직원 퇴직 매수 제안 https://slicast.com/article/1osa8nv Slicast en 2026-10-27T21:05:00.000Z China's Draft Export Controls Cover 23 AI Technologies, From Weights to Agent Orchestration https://slicast.com/zh/article/1osa8nv Slicast zh-cn 2026-10-27T21:05:00.000Z 中国商务部提议对23项AI技术实施出口管制,涵盖模型权重、智能体及算力集群;征求意见至11月15日 https://slicast.com/ko/article/1osa8nv Slicast ko 2026-10-27T21:05:00.000Z 중국의 수출 통제 초안, AI 기술 23개 대상으로 확대... 가중치에서 에이전트 오케스트레이션까지 https://slicast.com/article/1uczisp Slicast en 2026-10-27T21:04:00.000Z Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity https://slicast.com/zh/article/1uczisp Slicast zh-cn 2026-10-27T21:04:00.000Z NVIDIA在GTC Berlin宣布与6家供应商签约,供应商承诺总额已达$2,790亿;Rubin GPU携288GB HBM4 https://slicast.com/ko/article/1uczisp Slicast ko 2026-10-27T21:04:00.000Z 엔비디아, 생산 능력 확보를 위해 AI 가속기 공급망 구축에 자금 지원 https://slicast.com/article/pw8uxq Slicast en 2026-10-27T21:01:00.000Z Anthropic files for Nasdaq IPO with valuation target of up to $2 trillion https://slicast.com/zh/article/pw8uxq Slicast zh-cn 2026-10-27T21:01:00.000Z Anthropic向Nasdaq递交S-1:目标估值$2T,H1营收$163亿(同比+1368%),同步披露$630亿Broadcom芯片融资安排 https://slicast.com/ko/article/pw8uxq Slicast ko 2026-10-27T21:01:00.000Z Anthropic, 나스닥 상장을 위해 기업가치 최대 2조 달러 목표로 IPO 신청서 제출 https://slicast.com/commentary/nuscale-2026-10-27 Slicast en 2026-10-27T20:58:02.236Z NuScale Power Stock, October 2026: SMR Sector Rally Meets a Pre-Revenue Commercial Test https://slicast.com/zh/commentary/nuscale-2026-10-27 Slicast zh-cn 2026-10-27T20:58:02.236Z NuScale Power股票，2026年10月：SMR板块反弹与商业化验证考验 https://slicast.com/commentary/oracle-2026-10-27 Slicast en 2026-10-27T20:34:03.848Z Oracle OCI Vera Rubin Expansion and Multi-Chip Platform, October 2026 https://slicast.com/zh/commentary/oracle-2026-10-27 Slicast zh-cn 2026-10-27T20:34:03.848Z 甲骨文OCI Vera Rubin扩容与多芯片平台战略，2026年10月 https://slicast.com/article/19f19mu Slicast en 2026-10-27T20:30:00.000Z Teradyne Reports Third Quarter 2026 Results https://slicast.com/zh/article/19f19mu Slicast zh-cn 2026-10-27T20:30:00.000Z Teradyne公布2026年第三季度业绩 https://slicast.com/ko/article/19f19mu Slicast ko 2026-10-27T20:30:00.000Z Teradyne, 2026년 3분기 실적 발표 https://slicast.com/commentary/broadcom-2026-10-27 Slicast en 2026-10-27T20:18:53.823Z Broadcom AI Chip Financing, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-27 Slicast zh-cn 2026-10-27T20:18:53.823Z 博通AI芯片融资，2026年10月 https://slicast.com/brief/2026-10-28 Slicast en 2026-10-27T20:06:59.895Z Latest AI Infrastructure News: October 28, 2026 https://slicast.com/zh/brief/2026-10-28 Slicast zh-cn 2026-10-27T20:06:59.895Z AI 基础设施新闻早报 · 2026年10月28日 https://slicast.com/ko/brief/2026-10-28 Slicast ko 2026-10-27T20:06:59.895Z 최신 AI 인프라 뉴스 · 2026년 10월 28일 https://slicast.com/article/1rqoujx Slicast en 2026-10-27T19:14:32.000Z Maxsun plans a compact AI mini PC based on Intel's GPU D270 accelerator with up to 480 GB of memory. https://slicast.com/zh/article/1rqoujx Slicast zh-cn 2026-10-27T19:14:32.000Z Maxsun计划推出一款紧凑型人工智能迷你电脑，基于英特尔GPU D270加速器，内存最高可达480 GB。 https://slicast.com/ko/article/1rqoujx Slicast ko 2026-10-27T19:14:32.000Z Maxsun은 인텔 GPU D270 가속기를 기반으로 최대 480GB 메모리를 탑재한 소형 AI 미니 PC를 계획하고 있다. https://slicast.com/article/v4hfbm Slicast en 2026-10-27T19:01:00.000Z SpaceXAI's GPU deal with Anthropic has nearly tripled to $3.1B per month, according to The Business Journals. https://slicast.com/zh/article/v4hfbm Slicast zh-cn 2026-10-27T19:01:00.000Z SpaceXAI与Anthropic的图形处理器算力合作月度金额近乎增至三倍，达到每月31亿美元。 https://slicast.com/ko/article/v4hfbm Slicast ko 2026-10-27T19:01:00.000Z SpaceXAI와 Anthropic의 GPU 계약 규모가 월 31억 달러로 거의 세 배 가까이 늘어났다고 The Business Journals가 보도했다. https://slicast.com/article/zzwom3 Slicast en 2026-10-27T18:13:14.000Z US grid reliability concerns have sparked talks in Texas about a data center moratorium. https://slicast.com/zh/article/zzwom3 Slicast zh-cn 2026-10-27T18:13:14.000Z 美国电网可靠性担忧已引发得克萨斯州关于暂停数据中心建设的讨论。 https://slicast.com/ko/article/zzwom3 Slicast ko 2026-10-27T18:13:14.000Z 미국 전력망 신뢰성 우려로 텍사스에서 데이터센터 신규 건설 모라토리엄(일시 중단)을 논의하는 움직임이 일고 있다. https://slicast.com/article/10z575w Slicast en 2026-10-27T18:12:07.000Z Oracle is adding Nvidia Vera CPU, Intel Diamond Rapids and Cerebras AI inference to its cloud infrastructure. https://slicast.com/zh/article/10z575w Slicast zh-cn 2026-10-27T18:12:07.000Z 甲骨文正在为其云基础设施增加英伟达Vera CPU、英特尔Diamond Rapids以及Cerebras人工智能推理服务。 https://slicast.com/ko/article/10z575w Slicast ko 2026-10-27T18:12:07.000Z Oracle는 클라우드 인프라에 Nvidia Vera CPU, Intel Diamond Rapids, Cerebras AI 추론 기술을 추가하고 있다. https://slicast.com/article/1e9iay0 Slicast en 2026-10-27T18:11:15.000Z The Daily Telegraph reports an Australian data centre project worth $460m under the headline 'No time to wait'. https://slicast.com/zh/article/1e9iay0 Slicast zh-cn 2026-10-27T18:11:15.000Z 《每日电讯报》报道一个价值$460m的澳大利亚数据中心项目，报道标题为「不能再等」。 https://slicast.com/ko/article/1e9iay0 Slicast ko 2026-10-27T18:11:15.000Z The Daily Telegraph는 4억 6천만 달러 규모의 호주 데이터센터 프로젝트를 보도하며 "No time to wait"이라는 제목을 달았다. https://slicast.com/article/4np9bu Slicast en 2026-10-27T18:06:10.000Z A data centre building boom has hit $18b as energy demand threatens the power grid, Real Estate reports. https://slicast.com/zh/article/4np9bu Slicast zh-cn 2026-10-27T18:06:10.000Z 据《Real Estate》报道，数据中心建设热潮已达$18b，而能源需求正威胁电网。 https://slicast.com/ko/article/4np9bu Slicast ko 2026-10-27T18:06:10.000Z 데이터센터 건설 붐 규모가 180억 달러에 달했다고 Real Estate가 보도했다. 에너지 수요가 전력망을 위협하고 있다. https://slicast.com/article/29kgi2 Slicast en 2026-10-27T18:04:01.000Z Lawfare examines the export control puzzle raised by the U.S.-Taiwan ART. https://slicast.com/zh/article/29kgi2 Slicast zh-cn 2026-10-27T18:04:01.000Z Lawfare分析了美台ART引发的出口管制难题。 https://slicast.com/ko/article/29kgi2 Slicast ko 2026-10-27T18:04:01.000Z Lawfare는 미국-대만 ART가 제기한 수출통제 문제를 검토한다. https://slicast.com/article/ymkb96 Slicast en 2026-10-27T18:03:45.000Z Anthropic has filed for an IPO, while Kedrosky warns that AI bubble risk is building in private markets. https://slicast.com/zh/article/ymkb96 Slicast zh-cn 2026-10-27T18:03:45.000Z Anthropic已提交首次公开募股申请，Kedrosky警告私募市场的人工智能泡沫风险正在累积。 https://slicast.com/ko/article/ymkb96 Slicast ko 2026-10-27T18:03:45.000Z Anthropic이 기업공개(IPO)를 신청한 가운데, Kedrosky는 사모시장에서 AI 버블 위험이 커지고 있다고 경고했다. https://slicast.com/article/ux6ug9 Slicast en 2026-10-27T17:57:17.000Z Oracle will offer Google's TPU AI chip through OCI, becoming the first hyperscaler to offer TPUs outside Google. https://slicast.com/zh/article/ux6ug9 Slicast zh-cn 2026-10-27T17:57:17.000Z 甲骨文将通过OCI提供谷歌的TPU人工智能芯片，成为首家在谷歌之外提供TPU的超大规模云服务商。 https://slicast.com/ko/article/ux6ug9 Slicast ko 2026-10-27T17:57:17.000Z Oracle는 OCI를 통해 Google의 TPU AI 칩을 제공할 예정이며, 이로써 Google 외부에서 TPU를 제공하는 최초의 하이퍼스케일러가 됩니다. https://slicast.com/article/njjtsi Slicast en 2026-10-27T17:47:12.000Z North Carolina's governor and attorney general have called on data center owners to help pay for new power plants. https://slicast.com/zh/article/njjtsi Slicast zh-cn 2026-10-27T17:47:12.000Z 北卡罗来纳州州长与总检察长呼吁数据中心业主出资分摊新建发电厂的成本。 https://slicast.com/ko/article/njjtsi Slicast ko 2026-10-27T17:47:12.000Z 노스캐롤라이나 주지사와 법무장관은 데이터센터 소유주들에게 신규 발전소 건설 비용의 일부를 부담해 달라고 요청했다. https://slicast.com/article/mjyt16 Slicast en 2026-10-27T17:17:49.000Z Amazon has settled its legal battle against AWS managers accused of data center deal kickbacks, while the case continues against Northstar Commercial Partners as defendant. https://slicast.com/zh/article/mjyt16 Slicast zh-cn 2026-10-27T17:17:49.000Z 亚马逊已与被控在数据中心交易中收受回扣的AWS管理人员达成和解，而以Northstar Commercial Partners为被告的诉讼仍将继续。 https://slicast.com/ko/article/mjyt16 Slicast ko 2026-10-27T17:17:49.000Z Amazon가 데이터센터 계약 리베이트 혐의로 기소된 AWS 관리자들과의 법적 분쟁을 합의로 마무리했으며, 피고인 Northstar Commercial Partners에 대한 소송은 계속 진행 중이다. https://slicast.com/article/ety34i Slicast en 2026-10-27T17:15:00.000Z Oracle's blog details NVIDIA Vera Rubin NVL72 and Vera CPUs on OCI. https://slicast.com/zh/article/ety34i Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客介绍了在OCI上部署英伟达Vera Rubin NVL72与Vera CPU的情况。 https://slicast.com/ko/article/ety34i Slicast ko 2026-10-27T17:15:00.000Z Oracle의 블로그는 OCI에서 NVIDIA Vera Rubin NVL72와 Vera CPU를 상세히 소개했다. https://slicast.com/article/1socpzr Slicast en 2026-10-27T17:15:00.000Z Oracle's blog promotes Positron Atlas on OCI for efficient AI inference at scale. https://slicast.com/zh/article/1socpzr Slicast zh-cn 2026-10-27T17:15:00.000Z 甲骨文博客推广Positron Atlas在OCI上的应用，主打大规模高效人工智能推理。 https://slicast.com/ko/article/1socpzr Slicast ko 2026-10-27T17:15:00.000Z Oracle's 블로그는 OCI에서 Positron Atlas를 활용해 대규모 AI 추론을 효율적으로 수행하는 방안을 소개하고 있다. https://slicast.com/article/1wrylv8 Slicast en 2026-10-27T17:11:08.000Z Crusoe CEO Defends Rival CoreWeave, Calls Selloff 'Overblown' in Bloomberg report. https://slicast.com/zh/article/1wrylv8 Slicast zh-cn 2026-10-27T17:11:08.000Z Crusoe首席执行官为竞争对手CoreWeave辩护，并称近期的股价抛售‘被夸大了’（据彭博社报道）。 https://slicast.com/ko/article/1wrylv8 Slicast ko 2026-10-27T17:11:08.000Z Crusoe CEO, 경쟁사 CoreWeave 옹호… 주가 하락을 '과도하다'고 평가 (Bloomberg 보도) https://slicast.com/article/1obcnsh Slicast en 2026-10-27T17:08:47.000Z A 24-state ranking of AI data center readiness singles out 10 U.S. states as the strongest candidates. https://slicast.com/zh/article/1obcnsh Slicast zh-cn 2026-10-27T17:08:47.000Z 一项覆盖24个州的人工智能数据中心就绪度排名，将美国10个州列为最具潜力的候选地。 https://slicast.com/ko/article/1obcnsh Slicast ko 2026-10-27T17:08:47.000Z 24개 주를 대상으로 한 AI 데이터센터 준비도 순위에서 미국 10개 주가 가장 유력한 후보지로 꼽혔다. https://slicast.com/article/1u4nh3f Slicast en 2026-10-27T17:02:59.000Z Ferveret's in-rack immersion cooling has been deployed on high-performance computing infrastructure at MIT, with the company claiming up to 35 percent additional compute capacity. https://slicast.com/zh/article/1u4nh3f Slicast zh-cn 2026-10-27T17:02:59.000Z Ferveret的机架内浸没式冷却系统已部署在麻省理工学院的高性能计算基础设施上，该公司称可额外释放高达35%的计算能力。 https://slicast.com/ko/article/1u4nh3f Slicast ko 2026-10-27T17:02:59.000Z Ferveret의 랙 내장형 침수 냉각 기술이 MIT의 고성능 컴퓨팅 인프라에 도입되었으며, 회사 측은 이를 통해 컴퓨팅 용량을 최대 35% 추가로 확보할 수 있다고 밝혔다. https://slicast.com/article/wplc93 Slicast en 2026-10-27T16:56:53.000Z SK Hynix is reportedly selling out its HBM supply to tier-1 customers, leaving Micron to absorb the overflow demand. https://slicast.com/zh/article/wplc93 Slicast zh-cn 2026-10-27T16:56:53.000Z 据报道，SK海力士已将高带宽内存供应基本售罄，优先满足一线客户，溢出的需求则由美光承接。 https://slicast.com/ko/article/wplc93 Slicast ko 2026-10-27T16:56:53.000Z SK하이닉스는 1차 고객사 물량을 사실상 전량 판매한 것으로 전해졌으며, 이에 따라 초과 수요는 마이크론이 떠안게 될 전망이다. https://slicast.com/article/13qkw3l Slicast en 2026-10-27T16:44:00.000Z A public hearing on a Google data center in Hermantown, Minnesota, was shut down by protests and pushed back a day, while the project faces lawsuits and other challenges. https://slicast.com/zh/article/13qkw3l Slicast zh-cn 2026-10-27T16:44:00.000Z 明尼苏达州Hermantown的谷歌数据中心公开听证会因抗议活动而被迫中止，并推迟一天举行，该项目还面临诉讼等其他挑战。 https://slicast.com/ko/article/13qkw3l Slicast ko 2026-10-27T16:44:00.000Z 미네소타주 허먼타운에 들어설 구글 데이터센터에 대한 공청회가 시위로 중단되면서 하루 연기됐으며, 해당 프로젝트는 소송 등 여러 난관에 직면해 있다. https://slicast.com/article/1ggnkvd Slicast en 2026-10-27T16:39:03.000Z L&T is targeting a January 2027 launch for a 10,000-GPU Nvidia AI Factory. https://slicast.com/zh/article/1ggnkvd Slicast zh-cn 2026-10-27T16:39:03.000Z L&T计划于2027年1月推出一个基于英伟达技术、拥有1万颗图形处理器的AI Factory。 https://slicast.com/ko/article/1ggnkvd Slicast ko 2026-10-27T16:39:03.000Z L&T는 Nvidia AI Factory(GPU 10,000개 규모)를 2027년 1월 출시하는 것을 목표로 하고 있다. https://slicast.com/article/1hm8w2p Slicast en 2026-10-27T16:32:44.000Z BitFuFu is considering abandoning its acquisition of an 80MW Bitcoin mine in Ethiopia after a dispute between the current operator and the local electricity supplier. https://slicast.com/zh/article/1hm8w2p Slicast zh-cn 2026-10-27T16:32:44.000Z BitFuFu正考虑放弃收购埃塞俄比亚一座80MW比特币矿场的交易，原因是现任运营商与当地电力供应商之间存在争议。 https://slicast.com/ko/article/1hm8w2p Slicast ko 2026-10-27T16:32:44.000Z BitFuFu, 에티오피아 80MW 비트코인 채굴장 인수 계획을 철회하는 방안을 검토 중이다. 현 운영사와 현지 전력 공급업체 간 분쟁이 원인이다. https://slicast.com/article/ah3g3c Slicast en 2026-10-27T16:30:00.000Z SambaNova and Oracle are collaborating to bring high-performance inference to Oracle Cloud Infrastructure. https://slicast.com/zh/article/ah3g3c Slicast zh-cn 2026-10-27T16:30:00.000Z SambaNova与甲骨文合作，将高性能推理服务引入Oracle Cloud Infrastructure。 https://slicast.com/ko/article/ah3g3c Slicast ko 2026-10-27T16:30:00.000Z SambaNova와 Oracle은 Oracle Cloud Infrastructure에 고성능 추론 기능을 제공하기 위해 협력하고 있습니다. https://slicast.com/article/mcyhc3 Slicast en 2026-10-27T16:30:00.000Z SambaNova and Oracle Collaborate to Bring High-Performance Inference to Oracle Cloud Infrastructure https://slicast.com/zh/article/mcyhc3 Slicast zh-cn 2026-10-27T16:30:00.000Z SambaNova与Oracle合作，将高性能推理引入Oracle云基础设施 https://slicast.com/article/1ri8kqe Slicast en 2026-10-27T16:24:42.000Z Chip stocks rose for a third straight day, with Micron and AMD up 3 percent as Nvidia and Meta deepened their AI ties. https://slicast.com/zh/article/1ri8kqe Slicast zh-cn 2026-10-27T16:24:42.000Z 芯片股连续第三个交易日上涨，美光与超威半导体涨幅达3%，同时英伟达与Meta加深人工智能合作关系。 https://slicast.com/ko/article/1ri8kqe Slicast ko 2026-10-27T16:24:42.000Z 칩 관련주가 사흘 연속 상승했으며, 엔비디아와 메타가 AI 협력을 강화한 가운데 마이크론과 AMD는 각각 3% 올랐다. https://slicast.com/article/1igkke6 Slicast en 2026-10-27T16:20:25.000Z TSMC is reportedly weighing a 20 percent price increase for CoWoS packaging as AI packaging capacity hits its limit. https://slicast.com/zh/article/1igkke6 Slicast zh-cn 2026-10-27T16:20:25.000Z 据报道，台积电正考虑将CoWoS先进封装价格上调20%，因人工智能封装产能已触及上限。 https://slicast.com/ko/article/1igkke6 Slicast ko 2026-10-27T16:20:25.000Z TSMC는 AI 패키징 생산능력이 한계에 도달함에 따라 CoWoS 패키징 가격을 20% 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/16ncun6 Slicast en 2026-10-27T16:20:00.000Z Three updates have emerged on the proposed 2.1-gigawatt data center campus in Slate Belt township. https://slicast.com/zh/article/16ncun6 Slicast zh-cn 2026-10-27T16:20:00.000Z 关于Slate Belt镇拟建2.1吉瓦数据中心园区的三项最新进展已经公布。 https://slicast.com/ko/article/16ncun6 Slicast ko 2026-10-27T16:20:00.000Z 세틀 벨트 타운십에 추진 중인 2.1기가와트 규모 데이터센터 캠퍼스와 관련해 세 가지 새로운 소식이 나왔다. https://slicast.com/article/8zwubp Slicast en 2026-10-27T16:15:00.000Z The price of data center grid connections in ComEd's service territory could be passed through to ComEd customers. https://slicast.com/zh/article/8zwubp Slicast zh-cn 2026-10-27T16:15:00.000Z ComEd服务区内数据中心的并网接入费用，可能会转嫁给ComEd的用户，影响伊利诺伊州的电费水平。 https://slicast.com/ko/article/8zwubp Slicast ko 2026-10-27T16:15:00.000Z 데이터센터 전력망 연결 비용이 ComEd 서비스 지역에서 ComEd 고객에게 전가될 수 있다. https://slicast.com/article/pu5cl5 Slicast en 2026-10-27T16:13:54.000Z GF describes an 'AI Red Queen Effect' in which hyperscalers keep escalating spending to stay competitive, which it argues drives overinvestment. https://slicast.com/zh/article/pu5cl5 Slicast zh-cn 2026-10-27T16:13:54.000Z GF将超大规模云厂商的竞赛式投资描述为‘AI红皇后效应’，并认为这种效应正在推动过度投资。 https://slicast.com/ko/article/pu5cl5 Slicast ko 2026-10-27T16:13:54.000Z GF는 '**AI 붉은 여왕 효과**'를 제시합니다. 이는 하이퍼스케일러들이 경쟁에서 뒤처지지 않기 위해 지출을 계속 늘리는 현상으로, GF는 이것이 과잉투자를 초래한다고 주장합니다. https://slicast.com/article/havmg Slicast en 2026-10-27T16:10:43.000Z Used & Refurbished Data Center GPU Market Size, Share, https://slicast.com/zh/article/havmg Slicast zh-cn 2026-10-27T16:10:43.000Z 二手及翻新数据中心GPU市场规模、份额、 https://slicast.com/ko/article/havmg Slicast ko 2026-10-27T16:10:43.000Z 중고 및 리퍼비시 데이터센터 GPU 시장 규모, 점유율, https://slicast.com/article/1j5hi9f Slicast en 2026-10-27T16:09:47.000Z Oracle and OpenAI have announced a collaboration to reinvent enterprise computing for the AI era. https://slicast.com/zh/article/1j5hi9f Slicast zh-cn 2026-10-27T16:09:47.000Z 甲骨文与OpenAI宣布合作，旨在为人工智能时代重塑企业计算。 https://slicast.com/ko/article/1j5hi9f Slicast ko 2026-10-27T16:09:47.000Z Oracle와 OpenAI가 AI 시대에 맞춰 기업 컴퓨팅을 혁신하기 위한 협업을 발표했다. https://slicast.com/article/hzcwx3 Slicast en 2026-10-27T16:06:00.000Z Cerebras plans to offer fast AI inference on Oracle Cloud Infrastructure in 2027. https://slicast.com/zh/article/hzcwx3 Slicast zh-cn 2026-10-27T16:06:00.000Z Cerebras计划于2027年在Oracle Cloud Infrastructure上提供快速人工智能推理服务。 https://slicast.com/ko/article/hzcwx3 Slicast ko 2026-10-27T16:06:00.000Z Cerebras는 2027년 Oracle Cloud Infrastructure에서 고속 AI 추론 서비스를 제공할 계획이다. https://slicast.com/article/1s5e26a Slicast en 2026-10-27T16:04:28.000Z NVIDIA and Oracle are expanding Vera Rubin to multi-gigawatt scale and bringing the NVIDIA Vera CPU to Oracle Cloud Infrastructure. https://slicast.com/zh/article/1s5e26a Slicast zh-cn 2026-10-27T16:04:28.000Z 英伟达与甲骨文将Vera Rubin扩展至多吉瓦规模，并将英伟达Vera CPU引入Oracle Cloud Infrastructure。 https://slicast.com/ko/article/1s5e26a Slicast ko 2026-10-27T16:04:28.000Z NVIDIA와 Oracle은 Vera Rubin을 멀티 기가와트 규모로 확장하고, NVIDIA Vera CPU를 Oracle Cloud Infrastructure에 도입한다. https://slicast.com/article/1fa7c11 Slicast en 2026-10-27T16:03:16.000Z Blockmate Ventures is entering the AI compute market with an investment in NVIDIA B200 GPUs. https://slicast.com/zh/article/1fa7c11 Slicast zh-cn 2026-10-27T16:03:16.000Z Blockmate Ventures以投资英伟达B200图形处理器的方式进入人工智能算力市场。 https://slicast.com/ko/article/1fa7c11 Slicast ko 2026-10-27T16:03:16.000Z Blockmate Ventures는 NVIDIA B200 GPU 투자를 통해 AI 컴퓨팅 시장에 진출한다. https://slicast.com/article/ibj549 Slicast en 2026-10-27T16:00:00.000Z OpenAI reportedly trained GPT-6 Astra on more than 100,000 NVIDIA chips in Oracle's cloud. https://slicast.com/zh/article/ibj549 Slicast zh-cn 2026-10-27T16:00:00.000Z 据报道，OpenAI在甲骨文云上使用超过10万颗英伟达芯片训练了人工智能模型GPT-6 Astra。 https://slicast.com/ko/article/ibj549 Slicast ko 2026-10-27T16:00:00.000Z OpenAI는 Oracle 클라우드에서 NVIDIA 칩 10만 개 이상을 사용해 GPT-6 Astra를 훈련한 것으로 전해졌다. https://slicast.com/article/1jvpy41 Slicast en 2026-10-27T15:59:18.000Z Abu Dhabi's G42 is bringing its AI expertise to the UAE and Greece. https://slicast.com/zh/article/1jvpy41 Slicast zh-cn 2026-10-27T15:59:18.000Z 阿布扎比的G42正将其人工智能专长引入阿联酋与希腊。 https://slicast.com/ko/article/1jvpy41 Slicast ko 2026-10-27T15:59:18.000Z G42는 자사의 AI 전문성을 UAE와 그리스에 확대 적용하고 있다. https://slicast.com/article/1iemfld Slicast en 2026-10-27T15:56:15.000Z AI data center developers have proposed 12.5 GW of natural gas-fired power plants to feed 12 data center projects in Southwest PA, according to FracTracker Alliance. https://slicast.com/zh/article/1iemfld Slicast zh-cn 2026-10-27T15:56:15.000Z 人工智能数据中心开发商提议建设12.5吉瓦天然气发电厂，为宾夕法尼亚州西南部的12个数据中心项目供电，相关数据来自FracTracker Alliance。 https://slicast.com/ko/article/1iemfld Slicast ko 2026-10-27T15:56:15.000Z AI 데이터센터 개발사들이 펜실베이니아 남서부의 데이터센터 프로젝트 12곳에 전력을 공급하기 위해 천연가스 발전소 12.5GW 규모를 제안했다고 FracTracker Alliance가 밝혔다. https://slicast.com/article/t7p8mc Slicast en 2026-10-27T15:52:34.000Z Chosun Ilbo reports that global funds are flocking into Chinese tech, with robotics and EVs leading the push for semiconductor self-reliance, tagged to CXMT (ChangXin Memory). https://slicast.com/zh/article/t7p8mc Slicast zh-cn 2026-10-27T15:52:34.000Z 朝鲜日报报道，全球资金正涌入中国科技领域，机器人与电动汽车引领半导体自主化进程，相关报道关联CXMT（长鑫存储）。 https://slicast.com/ko/article/t7p8mc Slicast ko 2026-10-27T15:52:34.000Z 조선일보는 글로벌 자금이 중국 기술주로 몰리고 있으며, 로봇공학과 전기차가 반도체 자립을 주도하고 있다고 보도했다. 관련 기업으로 CXMT(ChangXin Memory)가 함께 언급됐다. https://slicast.com/article/oyc570 Slicast en 2026-10-27T15:51:00.000Z Microsoft's chief executive (SatNad) saw pay slip 6% in a record year, as revenue and operating profit rose, 30 million paid Copilot seats were locked in, 88 data centers were added and $43.8 billion https://slicast.com/zh/article/oyc570 Slicast zh-cn 2026-10-27T15:51:00.000Z 微软首席执行官（SatNad）薪酬在创纪录的一年中下降6%，而公司营收与营业利润增长，付费Copilot席位达3000万个，新增88个数据中心，并向股东返还438亿美元。 https://slicast.com/ko/article/oyc570 Slicast ko 2026-10-27T15:51:00.000Z Microsoft의 최고경영자(SatNad)는 매출과 영업이익이 증가하고 유료 Copilot 좌석 3,000만 개가 확보되었으며 데이터센터 88곳이 추가되고 438억 달러가 주주에게 환원된 사상 최고 실적의 해에 보수가 6% 감소했다. https://slicast.com/article/1t18sze Slicast en 2026-10-27T15:48:18.000Z The Springfield council is debating proposed data center definitions alongside delay bills that would hold up data center projects, per the Springfield Business Journal. https://slicast.com/zh/article/1t18sze Slicast zh-cn 2026-10-27T15:48:18.000Z Springfield市议会正在讨论拟议的数据中心定义，以及可能推迟数据中心项目建设的法案。 https://slicast.com/ko/article/1t18sze Slicast ko 2026-10-27T15:48:18.000Z Springfield 시의회는 Springfield Business Journal 보도에 따르면, 데이터센터 프로젝트를 지연시킬 수 있는 지연 법안과 함께 데이터센터 정의안을 논의하고 있다. https://slicast.com/article/1yawbz7 Slicast en 2026-10-27T15:42:41.000Z Global Data Center Chillers Market Report, 2026 Edition: https://slicast.com/zh/article/1yawbz7 Slicast zh-cn 2026-10-27T15:42:41.000Z 2026年版全球数据中心冷水机组市场报告: https://slicast.com/ko/article/1yawbz7 Slicast ko 2026-10-27T15:42:41.000Z 글로벌 데이터센터 칠러 시장 보고서, 2026년판: https://slicast.com/article/1icw04j Slicast en 2026-10-27T15:42:16.000Z TSMC is reportedly weighing another CoWoS price hike of up to 20% as AI chip demand keeps growing. https://slicast.com/zh/article/1icw04j Slicast zh-cn 2026-10-27T15:42:16.000Z 据报道，台积电正考虑再次上调CoWoS先进封装价格，涨幅最高达20%，原因是AI芯片需求持续增长。 https://slicast.com/ko/article/1icw04j Slicast ko 2026-10-27T15:42:16.000Z TSMC는 AI 칩 수요 증가에 따라 CoWoS 가격을 최대 20% 추가 인상하는 방안을 검토 중인 것으로 전해졌다. https://slicast.com/article/1rz72jn Slicast en 2026-10-27T15:40:42.000Z MENA Data Center Market: Existing and Upcoming Facilities https://slicast.com/zh/article/1rz72jn Slicast zh-cn 2026-10-27T15:40:42.000Z MENA数据中心市场：现有及规划中的设施 https://slicast.com/ko/article/1rz72jn Slicast ko 2026-10-27T15:40:42.000Z MENA 데이터센터 시장: 기존 및 신규 시설 https://slicast.com/article/1adqwc8 Slicast en 2026-10-27T15:39:39.000Z GCC Data Center Market: Existing and Upcoming Facilities, https://slicast.com/zh/article/1adqwc8 Slicast zh-cn 2026-10-27T15:39:39.000Z GCC数据中心市场:现有及在建设施、 https://slicast.com/ko/article/1adqwc8 Slicast ko 2026-10-27T15:39:39.000Z GCC 데이터센터 시장: 기존 및 신규 시설 https://slicast.com/article/1h7lber Slicast en 2026-10-27T15:39:39.000Z GCC Data Center Market: Existing and Upcoming Facilities, https://slicast.com/zh/article/1h7lber Slicast zh-cn 2026-10-27T15:39:39.000Z GCC数据中心市场：现有及规划中的设施 https://slicast.com/ko/article/1h7lber Slicast ko 2026-10-27T15:39:39.000Z GCC 데이터센터 시장: 기존 및 향후 시설 https://slicast.com/article/1lqb0os Slicast en 2026-10-27T15:38:41.000Z Africa Data Center Market: Existing and Upcoming Portfolio, https://slicast.com/zh/article/1lqb0os Slicast zh-cn 2026-10-27T15:38:41.000Z 非洲数据中心市场：现有及规划中的项目组合 https://slicast.com/ko/article/1lqb0os Slicast ko 2026-10-27T15:38:41.000Z Africa Data Center Market: Existing and Upcoming Portfolio Translation (with the same title elements kept as-is): 아프리카 데이터센터 시장: 기존 및 예정 포트폴리오 https://slicast.com/article/1yexjrm Slicast en 2026-10-27T15:38:41.000Z Africa Data Center Market: Existing and Upcoming Portfolio, https://slicast.com/zh/article/1yexjrm Slicast zh-cn 2026-10-27T15:38:41.000Z 非洲数据中心市场:现有及在建资产组合、 https://slicast.com/ko/article/1yexjrm Slicast ko 2026-10-27T15:38:41.000Z 아프리카 데이터센터 시장: 기존 및 향후 포트폴리오, https://slicast.com/article/12n3e9v Slicast en 2026-10-27T15:38:36.000Z Nidec announced a 3.2MW in-row CDU that will enter mass production next year. https://slicast.com/zh/article/12n3e9v Slicast zh-cn 2026-10-27T15:38:36.000Z 尼得科（Nidec）宣布推出3.2MW列间式冷却液分配单元（CDU），将于明年进入量产。 https://slicast.com/ko/article/12n3e9v Slicast ko 2026-10-27T15:38:36.000Z Nidec, 내년 양산 예정인 3.2MW 인로우(in-row) CDU 발표 https://slicast.com/article/1eozzbn Slicast en 2026-10-27T15:37:40.000Z New Zealand Data Center Market: Existing and Upcoming https://slicast.com/zh/article/1eozzbn Slicast zh-cn 2026-10-27T15:37:40.000Z 新西兰数据中心市场：现有及规划中的项目 https://slicast.com/ko/article/1eozzbn Slicast ko 2026-10-27T15:37:40.000Z 뉴질랜드 데이터센터 시장: 현황과 향후 전망 https://slicast.com/article/1nebvhl Slicast en 2026-10-27T15:35:42.000Z Thailand Data Center Market: Existing and Upcoming https://slicast.com/zh/article/1nebvhl Slicast zh-cn 2026-10-27T15:35:42.000Z 泰国数据中心市场:现有及在建 https://slicast.com/ko/article/1nebvhl Slicast ko 2026-10-27T15:35:42.000Z 태국 데이터센터 시장: 현황과 향후 전망 https://slicast.com/article/17kq6si Slicast en 2026-10-27T15:34:52.000Z Indonesia Data Center Market: Existing and Upcoming https://slicast.com/zh/article/17kq6si Slicast zh-cn 2026-10-27T15:34:52.000Z 印度尼西亚数据中心市场:现有及在建 https://slicast.com/ko/article/17kq6si Slicast ko 2026-10-27T15:34:52.000Z 인도네시아 데이터센터 시장: 현황 및 향후 전망 https://slicast.com/article/5thbla Slicast en 2026-10-27T15:34:52.000Z Indonesia Data Center Market: Existing and Upcoming https://slicast.com/zh/article/5thbla Slicast zh-cn 2026-10-27T15:34:52.000Z 印度尼西亚数据中心市场：现有及规划中的项目 https://slicast.com/article/akh82q Slicast en 2026-10-27T15:33:39.000Z Vietnam Data Center Market: Existing and Upcoming https://slicast.com/zh/article/akh82q Slicast zh-cn 2026-10-27T15:33:39.000Z 越南数据中心市场：现有及规划中的项目 https://slicast.com/article/19n6f6k Slicast en 2026-10-27T15:32:41.000Z Turkey Data Center Market Portfolio: 34 Existing and 4 https://slicast.com/zh/article/19n6f6k Slicast zh-cn 2026-10-27T15:32:41.000Z 土耳其数据中心市场资产组合:现有34处及4 https://slicast.com/ko/article/19n6f6k Slicast ko 2026-10-27T15:32:41.000Z 터키 데이터센터 시장 포트폴리오: 기존 34곳 및 4곳 https://slicast.com/article/nkyuwc Slicast en 2026-10-27T15:32:41.000Z Turkey Data Center Market Portfolio: 34 Existing and 4 https://slicast.com/zh/article/nkyuwc Slicast zh-cn 2026-10-27T15:32:41.000Z 土耳其数据中心市场组合：34个现有及4个…… https://slicast.com/article/11r54iz Slicast en 2026-10-27T15:31:40.000Z Kenya Data Center Market: Existing and Upcoming Portfolio, https://slicast.com/zh/article/11r54iz Slicast zh-cn 2026-10-27T15:31:40.000Z 肯尼亚数据中心市场:现有及在建资产组合、 https://slicast.com/ko/article/11r54iz Slicast ko 2026-10-27T15:31:40.000Z 케냐 데이터센터 시장: 기존 및 향후 포트폴리오, https://slicast.com/article/6axxld Slicast en 2026-10-27T15:30:43.000Z Australia Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/6axxld Slicast zh-cn 2026-10-27T15:30:43.000Z 澳大利亚现有及规划中的数据中心组合 https://slicast.com/article/1xo8kr6 Slicast en 2026-10-27T15:30:00.000Z Zetwerk completed a US power transformer installation as grid demand rises. https://slicast.com/zh/article/1xo8kr6 Slicast zh-cn 2026-10-27T15:30:00.000Z Zetwerk完成了一台美国电力变压器的安装，同时电网需求持续攀升。 https://slicast.com/ko/article/1xo8kr6 Slicast ko 2026-10-27T15:30:00.000Z Zetwerk, 미국 변압기 설치 완료... 전력망 수요 증가에 따라 Corrected to a natural headline translation: Zetwerk, 미국 전력용 변압기 설치 완료... 전력망 수요 증가 대응 https://slicast.com/article/1pg4plo Slicast en 2026-10-27T15:29:52.000Z UAE Existing & Upcoming Data Center Market Portfolio and https://slicast.com/zh/article/1pg4plo Slicast zh-cn 2026-10-27T15:29:52.000Z 阿联酋现有及在建数据中心市场资产组合及 https://slicast.com/ko/article/1pg4plo Slicast ko 2026-10-27T15:29:52.000Z UAE 기존 및 향후 데이터센터 시장 포트폴리오 및 https://slicast.com/article/202gww Slicast en 2026-10-27T15:28:40.000Z Saudi Arabia Existing and Upcoming Data Center Market https://slicast.com/zh/article/202gww Slicast zh-cn 2026-10-27T15:28:40.000Z 沙特阿拉伯现有及在建数据中心市场 https://slicast.com/ko/article/202gww Slicast ko 2026-10-27T15:28:40.000Z 사우디아라비아 기존 및 향후 데이터센터 시장 https://slicast.com/article/1qxdf8t Slicast en 2026-10-27T15:25:43.000Z South Africa Existing and Upcoming Data Center Market https://slicast.com/zh/article/1qxdf8t Slicast zh-cn 2026-10-27T15:25:43.000Z 南非现有及在建数据中心市场 https://slicast.com/ko/article/1qxdf8t Slicast ko 2026-10-27T15:25:43.000Z 남아프리카공화국 기존 및 향후 데이터센터 시장 https://slicast.com/article/8sr092 Slicast en 2026-10-27T15:22:40.000Z Taiwan Existing and Upcoming Data Center Market Portfolio, https://slicast.com/zh/article/8sr092 Slicast zh-cn 2026-10-27T15:22:40.000Z 台湾现有及在建数据中心市场资产组合、 https://slicast.com/ko/article/8sr092 Slicast ko 2026-10-27T15:22:40.000Z 대만 기존 및 향후 데이터센터 시장 포트폴리오, https://slicast.com/article/wodl0q Slicast en 2026-10-27T15:21:26.000Z Broadcom (AVGO) may join a $95 billion AI infrastructure fundraise, according to Simply Wall St. https://slicast.com/zh/article/wodl0q Slicast zh-cn 2026-10-27T15:21:26.000Z 据Simply Wall St报道，博通（AVGO）或将参与一笔950亿美元的AI基础设施融资。 https://slicast.com/ko/article/wodl0q Slicast ko 2026-10-27T15:21:26.000Z Simply Wall St에 따르면 Broadcom(AVGO)이 950억 달러 규모의 AI 인프라 자금 조달에 참여할 가능성이 있다. https://slicast.com/article/39v73a Slicast en 2026-10-27T15:20:42.000Z Egypt Data Center Market - Investment Analysis and Growth https://slicast.com/zh/article/39v73a Slicast zh-cn 2026-10-27T15:20:42.000Z 埃及数据中心市场——投资分析与增长 https://slicast.com/ko/article/39v73a Slicast ko 2026-10-27T15:20:42.000Z 이집트 데이터센터 시장 - 투자 분석 및 성장 https://slicast.com/article/74jkct Slicast en 2026-10-27T15:20:31.000Z SoleCrypt raised the planned size of its data center campus in Bizerte, Tunisia, with the first 7MW phase due live in early 2028 to host Vera Rubin GPUs. https://slicast.com/zh/article/74jkct Slicast zh-cn 2026-10-27T15:20:31.000Z SoleCrypt扩大了其位于突尼斯Bizerte的数据中心园区规划，首个7MW阶段预计于2028年初投入运营，将用于承载Vera Rubin GPU。 https://slicast.com/ko/article/74jkct Slicast ko 2026-10-27T15:20:31.000Z SoleCrypt는 튀니지 비제르테에 조성 중인 데이터센터 캠퍼스의 계획 규모를 상향했으며, 베라 루빈 GPU를 탑재할 첫 7MW 단계는 2028년 초 가동될 예정이다. https://slicast.com/article/19bdhai Slicast en 2026-10-27T15:19:40.000Z France Data Center Market Size: Investment Analysis and https://slicast.com/zh/article/19bdhai Slicast zh-cn 2026-10-27T15:19:40.000Z 法国数据中心市场规模:投资分析及 https://slicast.com/ko/article/19bdhai Slicast ko 2026-10-27T15:19:40.000Z 프랑스 데이터센터 시장 규모: 투자 분석 및 https://slicast.com/article/1807ex0 Slicast en 2026-10-27T15:15:47.000Z Moomoo reports on Meta's $97.5B funding plan as AI infrastructure stocks rebound. https://slicast.com/zh/article/1807ex0 Slicast zh-cn 2026-10-27T15:15:47.000Z Moomoo报道，在AI基础设施股票反弹之际，市场正关注Meta的975亿美元融资计划能否带动相关股票进一步上涨。 https://slicast.com/ko/article/1807ex0 Slicast ko 2026-10-27T15:15:47.000Z Moomoo, Meta의 975억 달러 자금 조달 계획을 보도하며 AI 인프라 관련 주식이 반등하고 있다. https://slicast.com/article/jk1qqw Slicast en 2026-10-27T15:14:00.000Z 800 VDC Data Center Power Architecture Market to Reach USD 59.76 Billion by 2034 as AI Racks Outgrow AC Power https://slicast.com/zh/article/jk1qqw Slicast zh-cn 2026-10-27T15:14:00.000Z 到2034年,800 VDC数据中心供电架构市场将达597.6亿美元,因AI机架超越交流供电 https://slicast.com/ko/article/jk1qqw Slicast ko 2026-10-27T15:14:00.000Z 800 VDC 데이터센터 전력 아키텍처 시장, AI 랙의 AC 전력 한계 극복으로 2034년 597억 6천만 달러 규모 전망 https://slicast.com/article/1t7hdgs Slicast en 2026-10-27T15:09:52.000Z Singapore Data Center GPU Market Size, Share, Trends, and https://slicast.com/zh/article/1t7hdgs Slicast zh-cn 2026-10-27T15:09:52.000Z 新加坡数据中心GPU市场规模、份额、趋势及 https://slicast.com/ko/article/1t7hdgs Slicast ko 2026-10-27T15:09:52.000Z 싱가포르 데이터센터 GPU 시장 규모, 점유율, 트렌드 및 https://slicast.com/article/1ps0ytm Slicast en 2026-10-27T15:04:52.000Z Anduril and Qualcomm launched BlueChip to onshore computer manufacturing. https://slicast.com/zh/article/1ps0ytm Slicast zh-cn 2026-10-27T15:04:52.000Z Anduril与高通（Qualcomm）推出BlueChip项目，旨在将计算机制造业务回流本土。 https://slicast.com/ko/article/1ps0ytm Slicast ko 2026-10-27T15:04:52.000Z Anduril과 Qualcomm이 컴퓨터 제조의 국내 생산 전환을 위해 BlueChip을 출범했다. https://slicast.com/article/d48qtg Slicast en 2026-10-27T15:04:00.000Z VivoPower advanced its Norway AI data center project, and a Proactive analyst sees valuation upside. https://slicast.com/zh/article/d48qtg Slicast zh-cn 2026-10-27T15:04:00.000Z VivoPower推进其挪威AI数据中心项目，同时有分析师认为其估值仍有提升空间。 https://slicast.com/ko/article/d48qtg Slicast ko 2026-10-27T15:04:00.000Z VivoPower가 노르웨이 AI 데이터센터 프로젝트를 진전시켰으며, Proactive의 한 애널리스트는 밸류에이션 상승 여력이 있다고 봤다. https://slicast.com/article/1nakrm3 Slicast en 2026-10-27T15:00:48.000Z STTGDC secured a $590m green loan to finance the fit-out and operation of a 70MW campus in Tokyo. https://slicast.com/zh/article/1nakrm3 Slicast zh-cn 2026-10-27T15:00:48.000Z STTGDC获得5.9亿美元绿色贷款，用于为东京70MW园区的内部装修及运营提供资金。 https://slicast.com/ko/article/1nakrm3 Slicast ko 2026-10-27T15:00:48.000Z STTGDC, 도쿄 내 70MW 규모 캠퍼스의 설비 구축 및 운영 자금 조달을 위해 5억 9천만 달러 규모의 그린론을 확보했다. https://slicast.com/article/1x7wpwj Slicast en 2026-10-27T15:00:20.000Z How AI Is Changing the Pace of Discovery for Millions Living With Dementia https://slicast.com/zh/article/1x7wpwj Slicast zh-cn 2026-10-27T15:00:20.000Z AI如何加快为数百万痴呆症患者带来的探索进程 https://slicast.com/article/17a6qe6 Slicast en 2026-10-27T14:50:36.000Z The first building at Project Jupiter's data center campus in New Mexico has topped out, with structural work complete and three more buildings to go. https://slicast.com/zh/article/17a6qe6 Slicast zh-cn 2026-10-27T14:50:36.000Z 新墨西哥州Project Jupiter数据中心园区的首栋建筑已完成封顶，结构工程竣工，其余三栋建筑仍待建设。 https://slicast.com/ko/article/17a6qe6 Slicast ko 2026-10-27T14:50:36.000Z Project Jupiter의 뉴멕시코 데이터센터 캠퍼스에서 첫 번째 건물의 상량이 완료되었으며, 구조 공사도 마무리되었습니다. 앞으로 세 개의 건물이 더 남아 있습니다. https://slicast.com/article/1a0by8 Slicast en 2026-10-27T14:33:33.000Z A Substack analysis highlights a record 7,481 MW data center boom and warns about the six-month supply position behind it. https://slicast.com/zh/article/1a0by8 Slicast zh-cn 2026-10-27T14:33:33.000Z 一篇Substack分析文章指出数据中心建设达到创纪录的7,481 MW规模，并警示当前仅有约六个月的供应量。 https://slicast.com/ko/article/1a0by8 Slicast ko 2026-10-27T14:33:33.000Z Substack 분석에 따르면 기록적인 7,481MW 규모의 데이터센터 붐이 일고 있으며, 그 이면의 6개월 공급 상황에 대해 경고가 나온다. https://slicast.com/article/f9bmv5 Slicast en 2026-10-27T14:30:00.000Z TSMC is reportedly weighing a price increase of up to 20% for its CoWoS advanced packaging technology as Nvidia's Blackwell and upcoming Rubin chips intensify pressure on packaging capacity. https://slicast.com/zh/article/f9bmv5 Slicast zh-cn 2026-10-27T14:30:00.000Z 据报道，台积电正考虑将CoWoS先进封装技术价格上调至多20%，英伟达的Blackwell及即将推出的Rubin芯片正加剧封装产能压力。 https://slicast.com/ko/article/f9bmv5 Slicast ko 2026-10-27T14:30:00.000Z TSMC는 Nvidia의 Blackwell 및 차세대 Rubin 칩으로 인해 패키징 생산능력에 대한 압박이 커지는 가운데, CoWoS 첨단 패키징 기술의 가격을 최대 20% 인상하는 방안을 검토하고 있는 것으로 전해졌다. https://slicast.com/article/mcvxcd Slicast en 2026-10-27T14:26:49.000Z Legrand (ENXTPA:LR) launched a product line for AI data center power, and Simply Wall Street reports on the investor reaction to the launch. https://slicast.com/zh/article/mcvxcd Slicast zh-cn 2026-10-27T14:26:49.000Z 罗格朗（ENXTPA:LR）推出了面向AI数据中心的电力产品线，Simply Wall Street报道了投资者对此的反应。 https://slicast.com/ko/article/mcvxcd Slicast ko 2026-10-27T14:26:49.000Z Legrand(ENXTPA:LR)가 AI 데이터센터 전력 제품군을 출시했으며, Simply Wall Street는 이번 출시에 대한 투자자 반응을 보도했다. https://slicast.com/article/1fl1ot4 Slicast en 2026-10-27T14:24:35.000Z Galaxy Digital (NASDAQ:GLXY) shares gapped up after the company reported strong earnings. https://slicast.com/zh/article/1fl1ot4 Slicast zh-cn 2026-10-27T14:24:35.000Z Galaxy Digital（NASDAQ:GLXY）在公布强劲财报后股价跳空高开。 https://slicast.com/ko/article/1fl1ot4 Slicast ko 2026-10-27T14:24:35.000Z Galaxy Digital (NASDAQ:GLXY) 주가는 회사가 견조한 실적을 발표한 후 갭 상승했다. https://slicast.com/article/1sh9392 Slicast en 2026-10-27T14:22:38.000Z Nvidia will invest $3bn in Meta's $97.5bn equity offering, with the agreement centered on Meta's Muse AI agents and Meta's plan to deploy more Nvidia hardware. https://slicast.com/zh/article/1sh9392 Slicast zh-cn 2026-10-27T14:22:38.000Z 英伟达将向Meta的975亿美元股权发行投资30亿美元，该协议围绕Meta的Muse AI智能体展开，Meta计划部署更多英伟达硬件。 https://slicast.com/ko/article/1sh9392 Slicast ko 2026-10-27T14:22:38.000Z Nvidia, Meta의 975억 달러 규모 지분 공모에 30억 달러를 투자할 예정이며, 이번 계약은 Meta의 Muse AI 에이전트와 Meta의 Nvidia 하드웨어 추가 도입 계획을 중심으로 이루어진다. https://slicast.com/article/1hqo1oj Slicast en 2026-10-27T14:22:31.000Z Vertiv completed its $1.45 billion acquisition of UtilityInnovation Group to expand its AI data center power solutions. https://slicast.com/zh/article/1hqo1oj Slicast zh-cn 2026-10-27T14:22:31.000Z 维谛技术完成对UtilityInnovation Group的14.5亿美元收购，以扩展其AI数据中心电力解决方案。 https://slicast.com/ko/article/1hqo1oj Slicast ko 2026-10-27T14:22:31.000Z Vertiv, AI 데이터센터 전력 솔루션 사업을 확대하기 위해 UtilityInnovation Group 인수(14억 5천만 달러)를 완료했다. https://slicast.com/article/1p1wbnh Slicast en 2026-10-27T14:19:38.000Z BNEF raised its US energy storage deployment forecast by 30%, as hyperscalers' interest in on-site and nearby storage has converted into firm orders this year. https://slicast.com/zh/article/1p1wbnh Slicast zh-cn 2026-10-27T14:19:38.000Z BNEF将美国储能部署预测上调30%，因超大规模云厂商对现场及周边储能的兴趣今年已转化为确定订单。 https://slicast.com/ko/article/1p1wbnh Slicast ko 2026-10-27T14:19:38.000Z BNEF는 올해 하이퍼스케일러들의 현장 및 인근 에너지 저장장치에 대한 관심이 확정 주문으로 이어지면서 미국 에너지 저장장치 설치 전망치를 30% 상향 조정했다. https://slicast.com/article/1q0irsf Slicast en 2026-10-27T14:13:43.000Z Jingjia Microelectronics (景嘉微) published its 2026 third-quarter report, a periodic disclosure from a domestic Chinese GPU maker. https://slicast.com/zh/article/1q0irsf Slicast zh-cn 2026-10-27T14:13:43.000Z 景嘉微发布2026年第三季度报告，这是一家国产GPU企业的定期披露。 https://slicast.com/article/2cbagm Slicast en 2026-10-27T14:10:10.000Z Simplismart raised $14 million in a Series B round to turn AI models and GPU capacity into business-ready inference services. https://slicast.com/zh/article/2cbagm Slicast zh-cn 2026-10-27T14:10:10.000Z Simplismart完成1400万美元B轮融资，旨在将AI模型与GPU算力转化为可直接用于商业的推理服务。 https://slicast.com/ko/article/2cbagm Slicast ko 2026-10-27T14:10:10.000Z Simplismart가 Series B 라운드에서 1,400만 달러를 조달했다. 이번 투자금은 AI 모델과 GPU 역량을 기업이 바로 활용할 수 있는 추론(inference) 서비스로 전환하는 데 쓰일 예정이다. https://slicast.com/article/aaboel Slicast en 2026-10-27T14:08:46.000Z Splight's grid work in Chile is serving as a proof point for its expansion into the United States. https://slicast.com/zh/article/aaboel Slicast zh-cn 2026-10-27T14:08:46.000Z Splight在智利的电网项目，正成为其拓展美国市场的成功范例。 https://slicast.com/ko/article/aaboel Slicast ko 2026-10-27T14:08:46.000Z Splight의 칠레 그리드 사업은 미국 시장 확장을 위한 실증 사례로 활용되고 있다. https://slicast.com/article/1h1md1v Slicast en 2026-10-27T14:08:17.000Z A University of Houston Hobby School survey finds high levels of concern among Texans about data centers and artificial intelligence. https://slicast.com/zh/article/1h1md1v Slicast zh-cn 2026-10-27T14:08:17.000Z 休斯顿大学霍比学院的一项调查显示，德州居民对数据中心和AI普遍高度担忧。 https://slicast.com/ko/article/1h1md1v Slicast ko 2026-10-27T14:08:17.000Z Houston 대학교 Hobby 스쿨의 설문조사에 따르면, 텍사스 주민들은 데이터센터와 인공지능에 대해 높은 수준의 우려를 나타내고 있다. https://slicast.com/article/5q8wv0 Slicast en 2026-10-27T13:54:29.000Z Samsung is poised to overtake SK Hynix in HBM revenue for the first time, with its share near 40% in the fourth quarter. https://slicast.com/zh/article/5q8wv0 Slicast zh-cn 2026-10-27T13:54:29.000Z 三星有望首次在HBM收入上超越SK海力士，第四季度市场份额接近40%。 https://slicast.com/ko/article/5q8wv0 Slicast ko 2026-10-27T13:54:29.000Z Samsung는 4분기 HBM 매출 점유율이 40%에 육박하며, 사상 처음으로 SK Hynix를 제칠 전망이다. https://slicast.com/article/1vsqsgo Slicast en 2026-10-27T13:53:32.000Z Bitcoin mining firm Luxor raised $16 million to scale its AI compute trading and hardware business. https://slicast.com/zh/article/1vsqsgo Slicast zh-cn 2026-10-27T13:53:32.000Z 比特币矿企Luxor完成1600万美元融资，用于扩大其AI算力交易及硬件业务。 https://slicast.com/ko/article/1vsqsgo Slicast ko 2026-10-27T13:53:32.000Z 비트코인 채굴업체 Luxor가 AI 컴퓨팅 거래 및 하드웨어 사업 확장을 위해 1,600만 달러를 조달했다. https://slicast.com/article/1njlqrf Slicast en 2026-10-27T13:52:43.000Z Nebius Group shares jumped following funding secured for a data center in France. https://slicast.com/zh/article/1njlqrf Slicast zh-cn 2026-10-27T13:52:43.000Z Nebius Group股价在其法国数据中心获得融资后上涨。 https://slicast.com/ko/article/1njlqrf Slicast ko 2026-10-27T13:52:43.000Z Nebius Group 주가는 프랑스 데이터센터 자금 조달 소식에 힘입어 급등했다. https://slicast.com/article/10dp2sl Slicast en 2026-10-27T13:52:12.000Z Allegro launched new products for AI data center power systems. https://slicast.com/zh/article/10dp2sl Slicast zh-cn 2026-10-27T13:52:12.000Z Allegro推出了面向AI数据中心电力系统的新产品。 https://slicast.com/ko/article/10dp2sl Slicast ko 2026-10-27T13:52:12.000Z Allegro, AI 데이터센터 전력 시스템용 신제품 출시. https://slicast.com/article/1spjr31 Slicast en 2026-10-27T13:48:00.000Z Goodman Group (ASX:GMG) is expanding its data centre platform following its FY26 results. https://slicast.com/zh/article/1spjr31 Slicast zh-cn 2026-10-27T13:48:00.000Z Goodman Group（ASX:GMG）在2026财年业绩公布后扩大其数据中心平台。 https://slicast.com/ko/article/1spjr31 Slicast ko 2026-10-27T13:48:00.000Z Goodman Group (ASX:GMG)은 FY26 실적 발표에 이어 데이터센터 플랫폼을 확장하고 있다. https://slicast.com/article/skyiqp Slicast en 2026-10-27T13:47:23.000Z PJM is urging FERC to dismiss a complaint by FirstEnergy's Monongahela Power, which PJM calls a 'fishing expedition' seeking to recoup $145 million tied to PJM's advanced scheduling of gas-fired plant https://slicast.com/zh/article/skyiqp Slicast zh-cn 2026-10-27T13:47:23.000Z PJM正敦促FERC驳回FirstEnergy旗下Monongahela Power的申诉，PJM称其为'漫无目的的取证式调查'，该公司寻求追回1.45亿美元，争议涉及PJM在Winter Storm Fern期间对燃气电厂的提前调度安排。 https://slicast.com/ko/article/skyiqp Slicast ko 2026-10-27T13:47:23.000Z PJM은 FirstEnergy 산하 Monongahela Power가 제기한 민원을 기각해 달라고 FERC에 요청하고 있으며, 이를 "증거 찾기식 탐색(fishing expedition)"이라고 규정했다. Monongahela Power는 Winter Storm Fern 기간 PJM이 가스발전소의 가동을 사전에 예약(advanced scheduling)한 https://slicast.com/article/q4n32y Slicast en 2026-10-27T13:43:52.000Z KBW analysts say Anthropic's AMD and overseas lease plans would favor Core Scientific and TeraWulf, but backstops are still required. https://slicast.com/zh/article/q4n32y Slicast zh-cn 2026-10-27T13:43:52.000Z KBW分析师认为，Anthropic的AMD相关计划及海外租赁计划将利好Core Scientific和TeraWulf，但仍需要兜底担保。 https://slicast.com/ko/article/q4n32y Slicast ko 2026-10-27T13:43:52.000Z KBW 애널리스트들은 Anthropic의 AMD 및 해외 임대 계획이 Core Scientific과 TeraWulf에 유리할 것으로 분석했으나, 여전히 백스톱(지급보증)이 필요하다고 밝혔다. https://slicast.com/article/ugkkyo Slicast en 2026-10-27T13:41:34.000Z Wall Street banks and Blackstone are partnering to provide $63 billion in financing to support Anthropic's purchase of Broadcom AI chips. https://slicast.com/zh/article/ugkkyo Slicast zh-cn 2026-10-27T13:41:34.000Z 华尔街银行与黑石集团合作，将提供630亿美元融资，支持Anthropic采购博通AI芯片。 https://slicast.com/ko/article/ugkkyo Slicast ko 2026-10-27T13:41:34.000Z 월가 은행들과 블랙스톤이 Anthropic의 Broadcom AI 칩 구매를 지원하기 위해 630억 달러 규모의 자금을 공동으로 조달한다. https://slicast.com/article/1ar7iyl Slicast en 2026-10-27T13:32:34.000Z Reports say China's AI bubble has burst, with the STAR50 index down 40% and $480 billion in market value wiped out. https://slicast.com/zh/article/1ar7iyl Slicast zh-cn 2026-10-27T13:32:34.000Z 据报道，中国AI泡沫已经破裂，STAR50指数下跌40%，市值蒸发4800亿美元。 https://slicast.com/ko/article/1ar7iyl Slicast ko 2026-10-27T13:32:34.000Z 중국 AI 거품이 꺼졌다는 보도가 나오고 있다. 과학혁신판(STAR50) 지수는 40% 하락했고, 시가총액 4,800억 달러가 증발했다. https://slicast.com/article/dajjd Slicast en 2026-10-27T13:32:00.000Z Meta plans to raise $95 billion to fund AI infrastructure, with NVIDIA committing $3 billion. https://slicast.com/zh/article/dajjd Slicast zh-cn 2026-10-27T13:32:00.000Z Meta计划为AI基础设施融资950亿美元，英伟达承诺出资30亿美元。 https://slicast.com/ko/article/dajjd Slicast ko 2026-10-27T13:32:00.000Z Meta는 AI 인프라 투자를 위해 950억 달러를 조달할 계획이며, NVIDIA는 30억 달러를 출자할 예정이다. https://slicast.com/article/aep54z Slicast en 2026-10-27T13:23:00.000Z Bloom Energy has deployed fuel cells at Nebius's New Jersey data center. https://slicast.com/zh/article/aep54z Slicast zh-cn 2026-10-27T13:23:00.000Z Bloom Energy已在Nebius位于新泽西州的数据中心部署燃料电池。 https://slicast.com/ko/article/aep54z Slicast ko 2026-10-27T13:23:00.000Z Bloom Energy는 Nebius의 뉴저지 데이터센터에 연료전지를 설치했다. https://slicast.com/article/gcalc Slicast en 2026-10-27T13:19:49.000Z CenterPoint expanded its 10-year capital plan by $4 billion to handle load growth, bringing its investment plan through 2035 to almost $71 billion. https://slicast.com/zh/article/gcalc Slicast zh-cn 2026-10-27T13:19:49.000Z CenterPoint将其10年资本规划增加40亿美元以应对负荷增长，截至2035年的投资计划总额升至接近710亿美元。 https://slicast.com/ko/article/gcalc Slicast ko 2026-10-27T13:19:49.000Z CenterPoint는 부하 증가에 대응하기 위해 10년 자본 계획을 40억 달러 확대했으며, 2035년까지의 투자 계획은 약 710억 달러에 이르게 되었습니다. https://slicast.com/article/srjxxe Slicast en 2026-10-27T13:05:30.000Z Masdar and Khazna plan to supply clean energy for data centres in Greece. https://slicast.com/zh/article/srjxxe Slicast zh-cn 2026-10-27T13:05:30.000Z Masdar与Khazna计划为希腊的数据中心提供清洁能源。 https://slicast.com/ko/article/srjxxe Slicast ko 2026-10-27T13:05:30.000Z Masdar과 Khazna는 그리스 데이터센터에 청정 에너지를 공급할 계획이다. https://slicast.com/article/pjs0xf Slicast en 2026-10-27T13:02:28.000Z Nivida has backed AI inference optimisation startup Simplismart. https://slicast.com/zh/article/pjs0xf Slicast zh-cn 2026-10-27T13:02:28.000Z Nivida已投资AI推理优化初创公司Simplismart。 https://slicast.com/ko/article/pjs0xf Slicast ko 2026-10-27T13:02:28.000Z Nivida는 AI 추론 최적화 스타트업 Simplismart에 투자했다. https://slicast.com/article/149q6as Slicast en 2026-10-27T13:00:00.000Z Allegro MicroSystems has introduced new power and cooling solutions for sustainable 800V AI data centers. https://slicast.com/zh/article/149q6as Slicast zh-cn 2026-10-27T13:00:00.000Z Allegro MicroSystems推出面向可持续800V AI数据中心的新型供电与散热方案。 https://slicast.com/ko/article/149q6as Slicast ko 2026-10-27T13:00:00.000Z Allegro MicroSystems, 지속 가능한 800V AI 데이터센터를 위한 새로운 전력 및 냉각 솔루션을 출시했다. https://slicast.com/article/w27aij Slicast en 2026-10-27T12:00:00.000Z Vertiv Holdings Co files 8-K: completion of an acquisition or disposition, Regulation FD disclosure https://slicast.com/zh/article/w27aij Slicast zh-cn 2026-10-27T12:00:00.000Z Vertiv Holdings Co 提交 8-K：重大事件 https://slicast.com/article/wh29c5 Slicast en 2026-10-27T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/wh29c5 Slicast zh-cn 2026-10-27T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/xp1s0o Slicast en 2026-10-27T12:00:00.000Z Broadcom files 8-K: creation of a material debt / off-balance-sheet obligation https://slicast.com/zh/article/xp1s0o Slicast zh-cn 2026-10-27T12:00:00.000Z Broadcom 提交 8-K：重大事件 https://slicast.com/article/b22g3q Slicast en 2026-10-27T11:49:00.000Z Following Anthropic's IPO filing, DA Davidson upgraded Broadcom, arguing the AI cycle is not over. https://slicast.com/zh/article/b22g3q Slicast zh-cn 2026-10-27T11:49:00.000Z 继Anthropic提交IPO申请后,DA Davidson上调了Broadcom的评级,认为AI周期尚未结束。 https://slicast.com/ko/article/b22g3q Slicast ko 2026-10-27T11:49:00.000Z Anthropic의 IPO 신고서 제출에 따라 DA Davidson은 AI 사이클이 끝나지 않았다는 점을 근거로 Broadcom의 투자의견을 상향 조정했다. https://slicast.com/article/15gpu80 Slicast en 2026-10-27T11:34:31.000Z Analyst note on CoreWeave's 526 MW lease, which anchors a 5.7 GW power pipeline and broader AI data center expansion. https://slicast.com/zh/article/15gpu80 Slicast zh-cn 2026-10-27T11:34:31.000Z CoreWeave 526 MW 租约的分析师点评,该租约支撑了其 5.7 GW 电力管线及更广泛的 AI 数据中心扩张。 https://slicast.com/ko/article/15gpu80 Slicast ko 2026-10-27T11:34:31.000Z CoreWeave의 526MW 임대 계약에 대한 애널리스트 노트로, 이 계약은 5.7GW 규모의 전력 파이프라인과 더 넓은 AI 데이터센터 확장의 核心 축을 이룹니다. Wait, I need to correct that: I accidentally inserted a Han character. Here is the corrected translation: https://slicast.com/article/1ql2gmu Slicast en 2026-10-27T11:23:57.000Z Anthropic agreed to a $63 billion lien financing arrangement to lease Broadcom AI chips, with Wall Street banks arranging the funding. https://slicast.com/zh/article/1ql2gmu Slicast zh-cn 2026-10-27T11:23:57.000Z Anthropic同意达成一项630亿美元的留置权融资安排,用于租赁Broadcom AI芯片,融资由华尔街银行牵头安排。 https://slicast.com/ko/article/1ql2gmu Slicast ko 2026-10-27T11:23:57.000Z Anthropic, 브로드컴 AI 칩 임차를 위해 630억 달러 규모의 담보부 금융 약정에 합의했으며, 월가 은행들이 자금 조달을 주선했다. https://slicast.com/article/1v5rem6 Slicast en 2026-10-27T10:00:00.000Z Anthropic has filed for an IPO, reporting $16.3 billion in first-half 2026 revenue and pursuing a potential valuation of around $2 trillion. https://slicast.com/zh/article/1v5rem6 Slicast zh-cn 2026-10-27T10:00:00.000Z Anthropic已提交IPO申请，报告2026年上半年营收163亿美元，并寻求约2万亿美元的潜在估值。 https://slicast.com/ko/article/1v5rem6 Slicast ko 2026-10-27T10:00:00.000Z Anthropic이 기업공개(IPO)를 위한 서류를 제출했으며, 2026년 상반기 매출이 163억 달러였다고 밝혔다. 또한 약 2조 달러 규모의 기업가치를 목표로 하고 있다.