https://slicast.com/article/1dpwq7u Slicast en 2026-11-02T16:57:36.000Z Oracle plans to raise US$20 billion to fund its AI infrastructure expansion. https://slicast.com/zh/article/1dpwq7u Slicast zh-cn 2026-11-02T16:57:36.000Z 甲骨文计划筹资200亿美元，用于扩大其人工智能基础设施建设。 https://slicast.com/ko/article/1dpwq7u Slicast ko 2026-11-02T16:57:36.000Z Oracle, AI 인프라 확장 자금 조달을 위해 200억 달러를 모금할 계획이다. https://slicast.com/article/1ryioqi Slicast en 2026-11-02T14:32:00.000Z Cipher Digital's Q3 2026 results show its Barber Lake HPC lease deal reaching $9.1 billion, with first HPC lease income arriving in the quarter as it shifts from bitcoin mining toward AI data center o https://slicast.com/zh/article/1ryioqi Slicast zh-cn 2026-11-02T14:32:00.000Z Cipher Digital第三季度2026财报显示,其Barber Lake HPC租赁协议金额达91亿美元,本季度确认首笔HPC租赁收入,公司正由比特币挖矿转向AI数据中心运营。 https://slicast.com/ko/article/1ryioqi Slicast ko 2026-11-02T14:32:00.000Z Cipher Digital의 2026년 3분기 실적은 Barber Lake HPC 임대 계약 규모가 91억 달러에 이르렀음을 보여주며, 이번 분기에 첫 HPC 임대 수익이 발생했습니다. 회사는 비트코인 채굴에서 AI 데이터센터 운영으로 사업 구조를 전환하고 있습니다. https://slicast.com/article/19v1re4 Slicast en 2026-11-02T12:41:01.000Z Marvell agreed to acquire Lumentum in a $115 billion all-stock deal, combining AI networking chips with optical interconnect technology and positioning Marvell as a stronger challenger to Broadcom in https://slicast.com/zh/article/19v1re4 Slicast zh-cn 2026-11-02T12:41:01.000Z Marvell 同意以 1150 亿美元全股票交易收购 Lumentum,此举将 AI 网络芯片与光互连技术相结合,使 Marvell 在 AI 数据中心基础设施领域成为博通更有力的竞争者。 https://slicast.com/ko/article/19v1re4 Slicast ko 2026-11-02T12:41:01.000Z Marvell, Lumentum 인수에 합의…1,150억 달러 규모 전주식 거래 AI 네트워킹 칩과 광 인터커넥트 기술을 결합하는 이번 거래로, Marvell은 AI 데이터센터 인프라 시장에서 Broadcom에 맞서는 입지를 강화하게 됐다. https://slicast.com/article/167y474 Slicast en 2026-11-02T11:47:14.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, Saudi Arabia's national AI company, in a $2.6 billion cash deal to support the kingdom's ambition to become a global AI hub. https://slicast.com/zh/article/167y474 Slicast zh-cn 2026-11-02T11:47:14.000Z 沙特阿美以26亿美元现金收购沙特国家人工智能公司HUMAIN 49%的股权,以支持该王国成为全球人工智能中心的雄心。 https://slicast.com/ko/article/167y474 Slicast ko 2026-11-02T11:47:14.000Z Saudi Aramco, HUMAIN 49% 지분을 26억 달러 현금 거래로 인수한다. 이번 거래는 사우디아라비아의 글로벌 AI 허브 도약 야망을 뒷받침하기 위한 것이다. https://slicast.com/article/ndlsk1 Slicast en 2026-11-02T11:46:44.000Z OpenAI reduced its funding round to about $20 billion, with UAE investors pairing their capital with compute capacity. https://slicast.com/zh/article/ndlsk1 Slicast zh-cn 2026-11-02T11:46:44.000Z OpenAI将其融资规模缩减至约200亿美元，阿联酋投资者在出资的同时搭配算力资源。 https://slicast.com/ko/article/ndlsk1 Slicast ko 2026-11-02T11:46:44.000Z OpenAI가 투자 유치 규모를 약 200억 달러로 축소했으며, UAE 투자자들은 자본과 함께 컴퓨팅 자원을 제공하는 방식으로 참여하고 있다. https://slicast.com/commentary/airtrunk-2026-11-01 Slicast en 2026-11-01T21:37:42.278Z AirTrunk Green Financing, October 2026: $4.25 Billion Loan Extends APAC Hyperscale Buildout https://slicast.com/zh/commentary/airtrunk-2026-11-01 Slicast zh-cn 2026-11-01T21:37:42.278Z AirTrunk绿色贷款，2026年10月：42.5亿美元融资推进亚太超大规模扩张 https://slicast.com/commentary/nrg-2026-11-01 Slicast en 2026-11-01T21:25:52.184Z NRG Energy Power Strategy, October 2026 https://slicast.com/zh/commentary/nrg-2026-11-01 Slicast zh-cn 2026-11-01T21:25:52.184Z NRG Energy电力战略动态，2026年10月 https://slicast.com/commentary/intel-2026-11-01 Slicast en 2026-11-01T21:07:17.806Z Intel Stock, October 2026: Soft Q4 Guidance and PC Weakness Behind the 28.6% Single-Day Drop https://slicast.com/zh/commentary/intel-2026-11-01 Slicast zh-cn 2026-11-01T21:07:17.806Z 英特尔股价 2026年10月：Q4指引疲软叠加PC需求低迷，单日暴跌28.6% https://slicast.com/commentary/terawulf-2026-11-01 Slicast en 2026-11-01T20:54:29.994Z TeraWulf (WULF) Stock, October 2026: -8% Drop on October 30, 1 GW Muskie Expansion, and a Reported $27B Contract Backlog https://slicast.com/zh/commentary/terawulf-2026-11-01 Slicast zh-cn 2026-11-01T20:54:29.994Z TeraWulf（WULF）股票动态，2026年10月：10月30日单日-8%跌幅、Muskie园区扩至1吉瓦与据报270亿美元合同组合 https://slicast.com/commentary/iren-2026-11-01 Slicast en 2026-11-01T20:43:41.510Z IREN Stock Selloff, October 2026: $3 Billion Capex Bet Faces Market Skepticism and a November Earnings Test https://slicast.com/zh/commentary/iren-2026-11-01 Slicast zh-cn 2026-11-01T20:43:41.510Z IREN股票2026年10月大幅回调：30亿美元资本支出押注面临市场质疑与11月财报检验 https://slicast.com/commentary/bloom-energy-2026-11-01 Slicast en 2026-11-01T20:34:00.809Z Bloom Energy Stock Decline, October 2026: Record Quarter Precedes Unexplained 8.6% Drop https://slicast.com/zh/commentary/bloom-energy-2026-11-01 Slicast zh-cn 2026-11-01T20:34:00.809Z Bloom Energy股价异动，2026年10月：创纪录季报后现8.6%无因由跌幅 https://slicast.com/brief/2026-11-02 Slicast en 2026-11-01T20:09:27.442Z Latest AI Infrastructure News: November 2, 2026 https://slicast.com/zh/brief/2026-11-02 Slicast zh-cn 2026-11-01T20:09:27.442Z AI 基础设施新闻早报 · 2026年11月2日 https://slicast.com/ko/brief/2026-11-02 Slicast ko 2026-11-01T20:09:27.442Z 최신 AI 인프라 뉴스 · 2026년 11월 2일 https://slicast.com/article/1hqtsv0 Slicast en 2026-11-01T19:51:57.000Z AI bubble fears are sparking a bailout debate as Trump eyes government stakes. https://slicast.com/zh/article/1hqtsv0 Slicast zh-cn 2026-11-01T19:51:57.000Z 人工智能泡沫担忧引发救助之争，特朗普考虑由政府入股。 https://slicast.com/ko/article/1hqtsv0 Slicast ko 2026-11-01T19:51:57.000Z AI 거품 우려가 트럼프 행정부의 정부 지분 인수 검토와 맞물리며 구제금융 논쟁을 촉발하고 있다. https://slicast.com/article/1yk9zad Slicast en 2026-11-01T19:39:02.000Z Oklo and NuScale shares sank 15% in a week as rising bond yields pressured nuclear stocks. https://slicast.com/zh/article/1yk9zad Slicast zh-cn 2026-11-01T19:39:02.000Z 随着债券收益率上升，Oklo与NuScale股价一周内下跌15%，核能股承压。 https://slicast.com/ko/article/1yk9zad Slicast ko 2026-11-01T19:39:02.000Z Oklo와 NuScale 주가가 채권 금리 상승으로 원자력 관련주가 압박을 받으면서 일주일 새 15% 하락했다. https://slicast.com/article/e72kje Slicast en 2026-11-01T19:19:22.000Z A judge ruled that xAI must face a lawsuit brought by the NAACP over pollution from its data center. https://slicast.com/zh/article/e72kje Slicast zh-cn 2026-11-01T19:19:22.000Z 法官裁定xAI必须应对全国有色人种协进会（NAACP）提起的诉讼，该诉讼涉及其数据中心的污染问题。 https://slicast.com/ko/article/e72kje Slicast ko 2026-11-01T19:19:22.000Z 판사는 xAI가 NAACP가 제기한 데이터센터 오염 관련 소송에 응해야 한다고 판결했다. https://slicast.com/article/1vwpd1s Slicast en 2026-11-01T18:31:55.000Z A memory-chip shortage has cemented ChangXin Memory (CXMT) as China's chip champion, according to the Wall Street Journal. https://slicast.com/zh/article/1vwpd1s Slicast zh-cn 2026-11-01T18:31:55.000Z 内存短缺使长鑫存储（CXMT）成为中国芯片龙头。 https://slicast.com/ko/article/1vwpd1s Slicast ko 2026-11-01T18:31:55.000Z 메모리 반도체 공급 부족으로 창신메모리(CXMT)가 중국의 대표 반도체 기업으로 자리매김했다고 월스트리트저널이 보도했다. https://slicast.com/article/tvblae Slicast en 2026-11-01T18:31:09.000Z TeraWulf (WULF) has expanded its credit facility, though the size and terms are not stated in the available text. https://slicast.com/zh/article/tvblae Slicast zh-cn 2026-11-01T18:31:09.000Z TeraWulf（WULF）已扩大其信贷额度，但现有文本未说明额度规模与条款。 https://slicast.com/ko/article/tvblae Slicast ko 2026-11-01T18:31:09.000Z TeraWulf (WULF)이 신용 한도를 확대했다고 밝혔으나, 가용한 텍스트에는 규모와 조건이 명시되어 있지 않다. https://slicast.com/article/1miwaic Slicast en 2026-11-01T18:24:44.000Z Reporting says future data-center load profiles remain highly uncertain as AI advances quickly. https://slicast.com/zh/article/1miwaic Slicast zh-cn 2026-11-01T18:24:44.000Z 据报道，随着人工智能快速发展，未来数据中心的负荷曲线仍存在很大不确定性。 https://slicast.com/ko/article/1miwaic Slicast ko 2026-11-01T18:24:44.000Z AI 기술이 빠르게 발전함에 따라 향후 데이터센터의 전력 부하 패턴은 여전히 매우 불확실한 것으로 보도되었다. https://slicast.com/article/nc6oqc Slicast en 2026-11-01T18:20:00.000Z OpenAI plans to purchase Google TPU chips as demand for AI infrastructure surges. The report contains few details beyond the headline. https://slicast.com/zh/article/nc6oqc Slicast zh-cn 2026-11-01T18:20:00.000Z OpenAI计划采购谷歌TPU芯片，以应对AI基础设施需求的激增。该报道除标题外，细节较少。 https://slicast.com/ko/article/nc6oqc Slicast ko 2026-11-01T18:20:00.000Z OpenAI는 AI 인프라 수요가 급증함에 따라 Google TPU 칩 구매를 계획하고 있다. 해당 보도는 헤드라인 외에 세부 내용이 거의 없다. https://slicast.com/article/ajenx Slicast en 2026-11-01T18:13:08.000Z Residents of Eastern Kentucky are weighing the promise of data centers against concerns over rising energy bills. https://slicast.com/zh/article/ajenx Slicast zh-cn 2026-11-01T18:13:08.000Z 肯塔基州东部居民权衡数据中心带来的机遇与电费持续上涨的担忧。 https://slicast.com/ko/article/ajenx Slicast ko 2026-11-01T18:13:08.000Z 동부 켄터키 주민들은 데이터센터가 가져올 기대와 에너지 요금 상승에 대한 우려 사이에서 고민하고 있다. https://slicast.com/article/1kvrufy Slicast en 2026-11-01T17:53:23.000Z An FourWeekMBA analysis estimates that Musk's 1.2M Blackwells would need about 2.2 GW of power. https://slicast.com/zh/article/1kvrufy Slicast zh-cn 2026-11-01T17:53:23.000Z 一篇分析估计，马斯克计划部署的120万块Blackwell需要约2.2吉瓦电力。 https://slicast.com/ko/article/1kvrufy Slicast ko 2026-11-01T17:53:23.000Z An FourWeekMBA 분석은 머스크의 Blackwell 120만 개를 가동하려면 약 2.2GW의 전력이 필요할 것으로 추산한다. https://slicast.com/article/1432aol Slicast en 2026-11-01T17:37:36.000Z OpenAI reportedly plans to rebrand its data centers as 'AI Compute Campuses'. https://slicast.com/zh/article/1432aol Slicast zh-cn 2026-11-01T17:37:36.000Z 据报道，OpenAI计划将其数据中心更名为'AI Compute Campuses'（人工智能算力园区）。 https://slicast.com/ko/article/1432aol Slicast ko 2026-11-01T17:37:36.000Z OpenAI는 자사 데이터센터를 'AI 컴퓨팅 캠퍼스'로 명칭을 바꿀 계획인 것으로 전해졌다. https://slicast.com/article/1q09nwh Slicast en 2026-11-01T17:36:58.000Z Saudi Aramco has taken a 49% stake in the Saudi AI company HUMAIN. https://slicast.com/zh/article/1q09nwh Slicast zh-cn 2026-11-01T17:36:58.000Z 沙特阿美（Aramco）已收购沙特人工智能公司HUMAIN 49%的股权。 https://slicast.com/ko/article/1q09nwh Slicast ko 2026-11-01T17:36:58.000Z 사우디 아람코가 사우디 AI 기업 HUMAIN의 지분 49%를 인수했다. https://slicast.com/article/1kn1dxx Slicast en 2026-11-01T17:23:29.000Z NOVEC raises electricity rates effective Nov. 1 in Loudoun and Prince William counties in Northern Virginia. https://slicast.com/zh/article/1kn1dxx Slicast zh-cn 2026-11-01T17:23:29.000Z NOVEC自11月1日起在弗吉尼亚州洛登县和威廉王子县上调电价。 https://slicast.com/ko/article/1kn1dxx Slicast ko 2026-11-01T17:23:29.000Z NOVEC, 11월 1일부터 버지니아주 북부 Loudoun 및 Prince William 카운티에서 전기요금을 인상한다. https://slicast.com/article/18u6ftz Slicast en 2026-11-01T16:49:31.000Z A proposal from PJM's transmission owners would lock in the charges a data center pays for transmission service. https://slicast.com/zh/article/18u6ftz Slicast zh-cn 2026-11-01T16:49:31.000Z PJM的输电所有者提议锁定数据中心应支付的输电服务费用。 https://slicast.com/ko/article/18u6ftz Slicast ko 2026-11-01T16:49:31.000Z PJM의 송전 사업자들이 제안한 방안은 데이터센터가 송전 서비스에 대해 지불하는 요금을 고정하는 내용을 담고 있다. https://slicast.com/article/4hog7b Slicast en 2026-11-01T16:30:00.000Z Google's energy chief says space data centers could cost up to 100 times more than those on Earth, per The Information. https://slicast.com/zh/article/4hog7b Slicast zh-cn 2026-11-01T16:30:00.000Z 谷歌能源负责人表示，太空数据中心的成本最高可达地面数据中心的100倍。 https://slicast.com/ko/article/4hog7b Slicast ko 2026-11-01T16:30:00.000Z Google의 에너지 책임자는 The Information 보도에 따르면 우주 데이터센터의 비용이 지상 데이터센터보다 최대 100배까지 높을 수 있다고 말했다. https://slicast.com/article/slpf6k Slicast en 2026-11-01T16:13:56.000Z Surging AI capex has pushed Big Tech free cash flow below zero (AIQ:NASDAQ), per Seeking Alpha. https://slicast.com/zh/article/slpf6k Slicast zh-cn 2026-11-01T16:13:56.000Z 人工智能资本支出激增使大型科技公司自由现金流转为负值（AIQ:NASDAQ）。 https://slicast.com/ko/article/slpf6k Slicast ko 2026-11-01T16:13:56.000Z AI 설비투자(capex)가 급증하면서 빅테크 기업들의 잉여현금흐름(FCF)이 마이너스로 떨어졌다고 Seeking Alpha가 보도했다 (AIQ:NASDAQ). https://slicast.com/article/bf2is9 Slicast en 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. https://slicast.com/zh/article/bf2is9 Slicast zh-cn 2026-11-01T15:17:57.000Z 马斯克表示，太空探索技术公司的Colossus 2正在增加'Gun Range'和'Spam'集群，目标是在年底前部署约120万块英伟达Blackwell。 https://slicast.com/ko/article/bf2is9 Slicast ko 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. Hmm, the instruction is to translate into Korean, so here is the transl https://slicast.com/article/mpy4qq Slicast en 2026-11-01T14:48:50.000Z Broadcom's Tomahawk 6 doubles bandwidth, but AI networks still face a scaling squeeze. https://slicast.com/zh/article/mpy4qq Slicast zh-cn 2026-11-01T14:48:50.000Z 博通的Tomahawk 6将带宽翻倍，但人工智能网络仍面临扩展压力。 https://slicast.com/ko/article/mpy4qq Slicast ko 2026-11-01T14:48:50.000Z Broadcom의 Tomahawk 6는 대역폭을 두 배로 늘리지만, AI 네트워크는 여전히 확장성 압박에 직면해 있다. https://slicast.com/article/11conp7 Slicast en 2026-11-01T14:28:26.000Z A judge rejected xAI's motion to dismiss the NAACP's lawsuit over xAI's gas turbines. https://slicast.com/zh/article/11conp7 Slicast zh-cn 2026-11-01T14:28:26.000Z 法官驳回了xAI试图驳回NAACP就其燃气轮机提起诉讼的动议。 https://slicast.com/ko/article/11conp7 Slicast ko 2026-11-01T14:28:26.000Z 판사가 xAI의 가스 터빈 관련 NAACP 소송에 대한 xAI의 기각 신청을 기각했다. https://slicast.com/article/1ca9vp6 Slicast en 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman met around 50 Samsung executives in South Korea on October 31 to discuss AI's future and secure more RAM for data centers amid severe shortages. https://slicast.com/zh/article/1ca9vp6 Slicast zh-cn 2026-11-01T14:21:23.000Z OpenAI首席执行官萨姆·奥特曼于10月31日在韩国会见了约50名三星高管，讨论人工智能的未来与商机，并争取为数据中心获得更多内存供应，以应对严重短缺。 https://slicast.com/ko/article/1ca9vp6 Slicast ko 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman는 10월 31일 한국에서 삼성 경영진 약 50명과 만나 AI의 미래를 논의하고, 심각한 공급 부족 속에서 데이터센터용 RAM을 더 확보하는 방안을 협의했다. https://slicast.com/article/1kc7u5y Slicast en 2026-11-01T14:17:44.000Z tech-insider.org reports that an AI panel on data sovereignty rules is due to report on 30 November 2026. https://slicast.com/zh/article/1kc7u5y Slicast zh-cn 2026-11-01T14:17:44.000Z tech-insider.org报道，关于数据主权规则的人工智能专家小组报告将于2026年11月30日发布。 https://slicast.com/ko/article/1kc7u5y Slicast ko 2026-11-01T14:17:44.000Z tech-insider.org에 따르면, 데이터 주권 규정을 다루는 AI 패널의 보고서가 2026년 11월 30일에 발표될 예정이다. https://slicast.com/article/jsqi0n Slicast en 2026-11-01T14:05:00.000Z OpenAI is planning a post-midterm policy push in Washington that includes 'speed limits' for advanced AI and promotion of AI compute campuses. https://slicast.com/zh/article/jsqi0n Slicast zh-cn 2026-11-01T14:05:00.000Z OpenAI正计划在中期选举后于华盛顿推动一轮政策攻势，内容包括对先进人工智能设定'速度限制'，并推广算力园区。 https://slicast.com/ko/article/jsqi0n Slicast ko 2026-11-01T14:05:00.000Z OpenAI는 중간선거 이후 워싱턴에서 고급 AI에 대한 '속도 제한'과 AI 컴퓨팅 캠퍼스 확대를 포함한 정책 추진을 계획하고 있다. https://slicast.com/article/56ju32 Slicast en 2026-11-01T14:03:00.000Z Anthropic says it is building its own data centers, and Motley Fool highlights Bloom Energy as a seller of the onsite power such facilities require. https://slicast.com/zh/article/56ju32 Slicast zh-cn 2026-11-01T14:03:00.000Z Anthropic表示正在自建数据中心，Motley Fool指出Bloom Energy销售此类设施所需的现场供电设备。 https://slicast.com/ko/article/56ju32 Slicast ko 2026-11-01T14:03:00.000Z Anthropic는 자체 데이터센터를 구축하고 있다고 밝혔으며, Motley Fool은 이러한 시설에 필요한 현장 전력을 공급하는 기업으로 Bloom Energy를 주목했다. https://slicast.com/article/kn5bng Slicast en 2026-11-01T14:00:00.000Z An open-source UEFI tool, nv-uefi-unlocker, lifts the tensor rate cap on Nvidia RTX 20, 30, and 40-series GPUs under Windows. https://slicast.com/zh/article/kn5bng Slicast zh-cn 2026-11-01T14:00:00.000Z 一款开源统一可扩展固件接口工具nv-uefi-unlocker可在Windows系统下解除英伟达RTX 20、30和40系列图形处理器的张量速率上限。 https://slicast.com/ko/article/kn5bng Slicast ko 2026-11-01T14:00:00.000Z Nvidia RTX 20, 30, 40 시리즈 GPU에서 텐서 연산 속도 제한을 해제하는 오픈소스 UEFI 도구 nv-uefi-unlocker가 Windows 환경에서 제공된다. https://slicast.com/article/88n9jt Slicast en 2026-11-01T13:59:29.000Z PIF retains a 51% stake in HUMAIN as Saudi Aramco acquires 49% in a USD 2.6B deal. https://slicast.com/zh/article/88n9jt Slicast zh-cn 2026-11-01T13:59:29.000Z PIF保留HUMAIN 51%的股份，沙特阿美以26亿美元收购HUMAIN 49%的股份。 https://slicast.com/ko/article/88n9jt Slicast ko 2026-11-01T13:59:29.000Z PIF는 사우디 아라코가 26억 달러 규모 거래로 HUMAIN 지분 49%를 인수하는 가운데에도 HUMAIN 지분 51%를 유지한다. https://slicast.com/article/h9e7i8 Slicast en 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. https://slicast.com/zh/article/h9e7i8 Slicast zh-cn 2026-11-01T13:55:32.000Z 沙特阿美(Saudi Aramco)以26亿美元收购沙特AI公司HUMAIN 49%的股权,股权来自PIF,PIF保留51%股权。 https://slicast.com/ko/article/h9e7i8 Slicast ko 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. Saudi Aramco가 사우디 AI 기업 HUMAIN의 지분 49%를 PIF로부터 26억 달러 규모 거래로 인수하며, PIF는 https://slicast.com/article/tip50 Slicast en 2026-11-01T13:41:29.000Z Infineon expanded its GaN and AI power network even as Intel's soft guidance weighed on chip stocks. https://slicast.com/zh/article/tip50 Slicast zh-cn 2026-11-01T13:41:29.000Z 英飞凌扩展了其氮化镓与人工智能电源网络业务，同时英特尔偏软的业绩指引拖累了芯片股。 https://slicast.com/ko/article/tip50 Slicast ko 2026-11-01T13:41:29.000Z Infineon은 Intel의 보수적인 가이던스가 반도체 주식을 압박하는 가운데에도 GaN 및 AI 전력 네트워크를 확장했다. https://slicast.com/article/1l49lia Slicast en 2026-11-01T13:37:59.000Z Startup Fortune reports that data centers raising electric bills have become a top 2026 midterm election issue. https://slicast.com/zh/article/1l49lia Slicast zh-cn 2026-11-01T13:37:59.000Z Startup Fortune报道，推高电费的数据中心已成为2026年中期选举的主要议题之一。 https://slicast.com/ko/article/1l49lia Slicast ko 2026-11-01T13:37:59.000Z Startup Fortune은 전기요금을 끌어올리는 데이터센터가 2026년 중간선거의 핵심 쟁점으로 떠올랐다고 보도했다. https://slicast.com/article/1tkuvju Slicast en 2026-11-01T13:19:06.000Z Goldman Sachs says S&P 500 earnings growth will slow as AI spending loses momentum. https://slicast.com/zh/article/1tkuvju Slicast zh-cn 2026-11-01T13:19:06.000Z 高盛表示，随着人工智能支出动能减弱，标普500指数的盈利增速将放缓。 https://slicast.com/ko/article/1tkuvju Slicast ko 2026-11-01T13:19:06.000Z Goldman Sachs는 AI 투자 모멘텀이 약화되면서 S&P 500 실적 성장세가 둔화될 것이라고 전망했다. https://slicast.com/article/zd45jz Slicast en 2026-11-01T13:15:30.000Z OpenAI raised $11 billion of a targeted $30 billion round and cut its target to $20 billion. https://slicast.com/zh/article/zd45jz Slicast zh-cn 2026-11-01T13:15:30.000Z OpenAI已完成一轮融资中的110亿美元募资，该轮目标原为300亿美元，现已下调至200亿美元。 https://slicast.com/ko/article/zd45jz Slicast ko 2026-11-01T13:15:30.000Z OpenAI는 목표액 300억 달러 중 110억 달러를 조달했으며, 목표액을 200억 달러로 하향 조정했다. https://slicast.com/article/4w2enl Slicast en 2026-11-01T13:09:17.000Z Livemint reports on Nvidia CEO Jensen Huang's meetings with an alleged Chinese spy and why US intelligence agencies are worried. https://slicast.com/zh/article/4w2enl Slicast zh-cn 2026-11-01T13:09:17.000Z Livemint报道英伟达首席执行官黄仁勋与一名涉嫌中国间谍的人士会面，以及美国情报机构对此的担忧。 https://slicast.com/ko/article/4w2enl Slicast ko 2026-11-01T13:09:17.000Z Livemint는 엔비디아 CEO 젠슨 황이 중국 간첩으로 지목된 인물과 만남을 가졌다는 소식과, 미국 정보기관들이 이를 우려하는 이유를 보도했다. https://slicast.com/article/ulxiqp Slicast en 2026-11-01T12:48:21.000Z Data center expansion is sparking voter fury ahead of the midterm elections and dividing Republicans, according to The Sun. https://slicast.com/zh/article/ulxiqp Slicast zh-cn 2026-11-01T12:48:21.000Z 据The Sun报道，数据中心扩张正在中期选举前引发选民强烈不满，并使共和党内部出现分歧。 https://slicast.com/ko/article/ulxiqp Slicast ko 2026-11-01T12:48:21.000Z 데이터센터 확장이 중간선거를 앞두고 유권자들의 분노를 촉발하고 있으며 공화당 내부를 분열시키고 있다고 The Sun이 보도했다. https://slicast.com/article/rpqrsi Slicast en 2026-11-01T12:28:20.000Z Cameco's Q3 2026 slides highlighted growth in its nuclear business even as the company missed earnings expectations. https://slicast.com/zh/article/rpqrsi Slicast zh-cn 2026-11-01T12:28:20.000Z Cameco在2026年第三季度的幻灯片突出了其核业务的增长，但公司财报低于预期。 https://slicast.com/ko/article/rpqrsi Slicast ko 2026-11-01T12:28:20.000Z Cameco의 2026년 3분기 실적 발표 자료는 실적이 시장 예상에 미치지 못했음에도 원자력 사업의 성장을 강조했다. https://slicast.com/article/21u9f3 Slicast en 2026-11-01T12:18:18.000Z Memory stocks came into focus after SK Hynix's earnings were reported to boost HBM demand. https://slicast.com/zh/article/21u9f3 Slicast zh-cn 2026-11-01T12:18:18.000Z SK海力士财报提振了高带宽内存（HBM）需求，存储板块股票受到市场关注。 https://slicast.com/ko/article/21u9f3 Slicast ko 2026-11-01T12:18:18.000Z 메모리 반도체 관련주는 SK하이닉스의 실적 발표가 HBM 수요 증가를 견인한 것으로 나타나면서 주목받았다. https://slicast.com/article/1jsf8vy Slicast en 2026-11-01T12:00:00.000Z The Guardian says the US-China trade war seems to have subsided, but that sense of calm is misleading. https://slicast.com/zh/article/1jsf8vy Slicast zh-cn 2026-11-01T12:00:00.000Z 《卫报》称，美中贸易战看似已经平息，但这种平静具有误导性。 https://slicast.com/ko/article/1jsf8vy Slicast ko 2026-11-01T12:00:00.000Z 미국-중국 무역전쟁이 진정된 듯 보이지만, 그런 평온함은 착시에 가깝다고 가디언은 지적했다. https://slicast.com/article/1tl9r6x Slicast en 2026-11-01T11:44:02.000Z Lite-On posted a record Q3 2026 profit as AI demand surged, according to its earnings call transcript. https://slicast.com/zh/article/1tl9r6x Slicast zh-cn 2026-11-01T11:44:02.000Z 光宝科技在2026年第三季度创下利润纪录，人工智能需求激增是主要推动因素。 https://slicast.com/ko/article/1tl9r6x Slicast ko 2026-11-01T11:44:02.000Z Lite-On는 실적 발표 콘퍼런스콜 녹취록에 따르면 AI 수요 급증에 힘입어 2026년 3분기 사상 최대 이익을 기록했다. https://slicast.com/article/tw9ip7 Slicast en 2026-11-01T11:40:02.000Z Korean chip exports jumped 259% to $56.4 billion, now making up 49% of the country's total exports. https://slicast.com/zh/article/tw9ip7 Slicast zh-cn 2026-11-01T11:40:02.000Z 韩国芯片出口激增259%至564亿美元，占该国出口总额的49%。 https://slicast.com/ko/article/tw9ip7 Slicast ko 2026-11-01T11:40:02.000Z 한국의 반도체 수출이 259% 급증해 564억 달러를 기록했으며, 이는 국가 전체 수출의 49%를 차지한다. https://slicast.com/article/orsbj7 Slicast en 2026-11-01T11:34:34.000Z An analysis argues that obscure neocloud lenders, not Nvidia, are where the AI bubble could burst first. https://slicast.com/zh/article/orsbj7 Slicast zh-cn 2026-11-01T11:34:34.000Z 分析认为，人工智能泡沫可能首先在一些鲜为人知的新云服务商贷款方身上破裂，而非英伟达。 https://slicast.com/ko/article/orsbj7 Slicast ko 2026-11-01T11:34:34.000Z AI 거품이 가장 먼저 터질 곳은 엔비디아가 아니라 잘 알려지지 않은 네오클라우드 대출기관들일 수 있다는 분석이 나왔다. https://slicast.com/article/1gabsbu Slicast en 2026-11-01T11:25:54.000Z Snowflake plans to invest $300 million in Saudi Arabia through 2030. https://slicast.com/zh/article/1gabsbu Slicast zh-cn 2026-11-01T11:25:54.000Z Snowflake计划到2030年在沙特阿拉伯投资3亿美元。 https://slicast.com/ko/article/1gabsbu Slicast ko 2026-11-01T11:25:54.000Z Snowflake는 2030년까지 사우디아라비아에 3억 달러를 투자할 계획이다. https://slicast.com/article/plrnxl Slicast en 2026-11-01T11:20:22.000Z An analysis finds that AI demand wants Bitcoin miners' power, but the contracts reveal who actually gets paid. https://slicast.com/zh/article/plrnxl Slicast zh-cn 2026-11-01T11:20:22.000Z 分析发现，人工智能需求看中比特币矿工的电力资源，但合同条款显示真正获利的是谁。 https://slicast.com/ko/article/plrnxl Slicast ko 2026-11-01T11:20:22.000Z AI 수요가 비트코인 채굴 기업의 전력을 원하지만, 실제 수익을 가져가는 쪽은 계약 내용을 보면 드러난다. https://slicast.com/article/1q2mvn3 Slicast en 2026-11-01T11:13:26.000Z AI infrastructure company Baseten is targeting a $30 billion valuation. https://slicast.com/zh/article/1q2mvn3 Slicast zh-cn 2026-11-01T11:13:26.000Z 人工智能基础设施公司Baseten的目标估值为300亿美元。 https://slicast.com/ko/article/1q2mvn3 Slicast ko 2026-11-01T11:13:26.000Z AI 인프라 기업 Baseten이 300억 달러 규모의 기업가치를 목표로 하고 있다. https://slicast.com/article/18xk5aj Slicast en 2026-11-01T11:01:12.000Z National Grid has struck a deal that paves the way for a giant data centre in the UK. https://slicast.com/zh/article/18xk5aj Slicast zh-cn 2026-11-01T11:01:12.000Z 英国国家电网达成一项协议，为英国一座大型数据中心扫清了道路。 https://slicast.com/ko/article/18xk5aj Slicast ko 2026-11-01T11:01:12.000Z National Grid가 영국 내 대형 데이터센터 건설의 길을 열어주는 계약을 체결했다. https://slicast.com/article/pn8z4k Slicast en 2026-11-01T11:01:00.000Z Tennessee has bet big on data centers, and the report asks what happens if the AI boom busts. https://slicast.com/zh/article/pn8z4k Slicast zh-cn 2026-11-01T11:01:00.000Z 田纳西州在数据中心上押下重注，该报道追问如果人工智能热潮破灭将会如何。 https://slicast.com/ko/article/pn8z4k Slicast ko 2026-11-01T11:01:00.000Z 테네시주는 데이터센터에 대규모로 투자해 왔으며, 이번 보고서는 AI 붐이 꺼질 경우 어떤 일이 벌어질지 묻고 있다. https://slicast.com/article/vpepsx Slicast en 2026-11-01T11:00:47.000Z An analysis argues that building maintenance challenges, beyond grid constraints, could put the data-center boom at risk. https://slicast.com/zh/article/vpepsx Slicast zh-cn 2026-11-01T11:00:47.000Z 分析认为，除电网约束之外，建筑维护方面的挑战可能使数据中心热潮面临风险。 https://slicast.com/ko/article/vpepsx Slicast ko 2026-11-01T11:00:47.000Z 데이터센터 붐은 전력망 제약 외에도 건물 유지보수 문제로 인해 위기에 처할 수 있다는 분석이 제기됐다. https://slicast.com/article/13vgaiu Slicast en 2026-11-01T10:27:39.000Z Nasdaq's 5.3% October drop was driven by AI capex fears, though the piece notes a history of 24% rebound years. https://slicast.com/zh/article/13vgaiu Slicast zh-cn 2026-11-01T10:27:39.000Z 纳斯达克在10月下跌5.3%，人工智能资本开支担忧是主要原因，但该报道指出历史上曾出现过24%的反弹年份。 https://slicast.com/ko/article/13vgaiu Slicast ko 2026-11-01T10:27:39.000Z 나스닥은 10월 5.3% 하락했으며, AI 설비투자 우려가 주요 원인으로 작용했다. 다만 해당 기사는 과거 24% 반등이 나타난 해가 있었다는 점도 짚었다. https://slicast.com/article/n4asbz Slicast en 2026-11-01T09:55:00.000Z Rural Taylor, Texas drew residents with its charms, and data centers have since followed. https://slicast.com/zh/article/n4asbz Slicast zh-cn 2026-11-01T09:55:00.000Z 得克萨斯州的乡村小镇泰勒市凭借其宜居魅力吸引了居民，此后数据中心也随之而来。 https://slicast.com/ko/article/n4asbz Slicast ko 2026-11-01T09:55:00.000Z Taylor, Texas의 한적한 시골 풍경은 주민들을 끌어들였고, 이후 데이터센터도 뒤따라 들어섰다. https://slicast.com/article/1fwz382 Slicast en 2026-11-01T09:29:37.000Z NAVER and Furiosa AI have each closed one of the two biggest AI funding rounds in Korea this week, according to the Wowtale startup roundup. https://slicast.com/zh/article/1fwz382 Slicast zh-cn 2026-11-01T09:29:37.000Z NAVER与Furiosa AI分别完成韩国本周规模最大的两笔人工智能融资之一，据Wowtale创业周报报道。 https://slicast.com/ko/article/1fwz382 Slicast ko 2026-11-01T09:29:37.000Z NAVER와 Furiosa AI가 이번 주 한국에서 가장 큰 AI 투자 유치 라운드 두 건을 각각 마무리했다고 Wowtale 스타트업 뉴스 정리에서 전했다. https://slicast.com/article/1ann46k Slicast en 2026-11-01T09:25:00.000Z Elon Musk claimed that SpaceX's two supercomputing centers together approach China's entire national AI compute capacity. https://slicast.com/zh/article/1ann46k Slicast zh-cn 2026-11-01T09:25:00.000Z 马斯克称，太空探索技术公司两座超级计算中心的算力已接近中国全国人工智能算力总量。 https://slicast.com/ko/article/1ann46k Slicast ko 2026-11-01T09:25:00.000Z Elon Musk는 SpaceX의 두 슈퍼컴퓨팅 센터를 합치면 중국의 국가 AI 연산 역량 전체에 근접한다고 주장했다. https://slicast.com/article/1fwtxul Slicast en 2026-11-01T09:18:57.000Z Google has entered a 3.6-GW power deal with Constellation Energy. https://slicast.com/zh/article/1fwtxul Slicast zh-cn 2026-11-01T09:18:57.000Z 谷歌与星座能源达成3.6吉瓦电力供应协议。 https://slicast.com/ko/article/1fwtxul Slicast ko 2026-11-01T09:18:57.000Z Google가 Constellation Energy와 3.6GW 규모의 전력 계약을 체결했다. https://slicast.com/article/1tqzzzl Slicast en 2026-11-01T09:13:10.000Z An analysis argues AI compute spending is shifting from accelerator cards alone toward balanced compute racks, with CPUs no longer a secondary component in AI servers. https://slicast.com/zh/article/1tqzzzl Slicast zh-cn 2026-11-01T09:13:10.000Z 一篇分析认为，AI算力投入正从只采购加速卡转向搭配均衡的算力机柜，CPU在AI服务器中已不再是配角。 https://slicast.com/ko/article/1tqzzzl Slicast ko 2026-11-01T09:13:10.000Z AI 컴퓨팅 투자가 가속기 카드 중심에서 균형 잡힌 컴퓨팅 랙 중심으로 옮겨가고 있으며, AI 서버에서 CPU가 더 이상 부차적인 구성 요소가 아니라는 분석이 제기됐다. https://slicast.com/article/g16pvl Slicast en 2026-11-01T08:46:58.000Z Samsung Lee's Japan visit yielded three packaging takeaways, according to a shattered.io analysis. https://slicast.com/zh/article/g16pvl Slicast zh-cn 2026-11-01T08:46:58.000Z Samsung Lee访问日本后的三项封装要点，据shattered.io分析。 https://slicast.com/ko/article/g16pvl Slicast ko 2026-11-01T08:46:58.000Z Samsung Lee의 일본 방문에서 패키징 관련 시사점 세 가지가 도출됐다고 shattered.io 분석이 전했다. https://slicast.com/article/8qrbyd Slicast en 2026-11-01T08:30:00.000Z China's CXMT has validated 4F² DRAM and targets year-end DDR5 server samples. https://slicast.com/zh/article/8qrbyd Slicast zh-cn 2026-11-01T08:30:00.000Z 长鑫存储称已验证4F²动态随机存取存储器，并以年底前交付DDR5服务器样品为目标。 https://slicast.com/ko/article/8qrbyd Slicast ko 2026-11-01T08:30:00.000Z CXMT가 4F² DRAM의 검증을 마쳤으며, 연말 DDR5 서버 샘플 출하를 목표로 하고 있다. https://slicast.com/article/1t8ntkl Slicast en 2026-11-01T08:22:09.000Z NVIDIA has revised its Rubin GPU specifications downward as production hardware begins shipping. https://slicast.com/zh/article/1t8ntkl Slicast zh-cn 2026-11-01T08:22:09.000Z 英伟达下调Rubin GPU规格，同时量产版硬件开始出货。 https://slicast.com/ko/article/1t8ntkl Slicast ko 2026-11-01T08:22:09.000Z NVIDIA가 양산 하드웨어 출하를 시작하면서 Rubin GPU 사양을 하향 조정했다. https://slicast.com/article/w55e0t Slicast en 2026-11-01T06:54:30.000Z CXMT has answered Micron's case against its 4F² DRAM and says the first 4F² samples will ship by year-end. https://slicast.com/zh/article/w55e0t Slicast zh-cn 2026-11-01T06:54:30.000Z 长鑫存储回应美光科技对其4F²动态随机存取存储器提出的主张，称首批4F²样品将于年底前出货。 https://slicast.com/ko/article/w55e0t Slicast ko 2026-11-01T06:54:30.000Z CXMT가 마이크론의 4F² DRAM 관련 소송에 답변했으며, 첫 4F² 샘플을 연말까지 출하할 예정이라고 밝혔다. https://slicast.com/article/10x3zze Slicast en 2026-11-01T06:46:09.000Z GE Vernova has reported an earnings beat, and Simply Wall St says the result will shape how investors value the stock. https://slicast.com/zh/article/10x3zze Slicast zh-cn 2026-11-01T06:46:09.000Z GE Vernova公布业绩超预期，Simply Wall St分析了此对投资者估值的影响。 https://slicast.com/ko/article/10x3zze Slicast ko 2026-11-01T06:46:09.000Z GE Vernova가 실적 상회를 발표했으며, Simply Wall St는 이번 결과가 투자자들의 주가 가치 평가 방식에 영향을 줄 것이라고 밝혔다. https://slicast.com/article/lipzl8 Slicast en 2026-11-01T05:28:29.000Z Rare Earth Exchanges links Anthropic's IPO to critical-minerals and AI supply-chain risk. https://slicast.com/zh/article/lipzl8 Slicast zh-cn 2026-11-01T05:28:29.000Z Rare Earth Exchanges 将 Anthropic 的首次公开募股与关键矿产和人工智能供应链风险联系在一起。 https://slicast.com/ko/article/lipzl8 Slicast ko 2026-11-01T05:28:29.000Z Rare Earth Exchanges, Anthropic의 IPO를 핵심 광물 및 AI 공급망 리스크와 연결해 보도 https://slicast.com/article/u7i1m Slicast en 2026-11-01T05:21:28.000Z Tohoku Electric Power has detailed its FY2026 first-half results and strategic energy initiatives. https://slicast.com/zh/article/u7i1m Slicast zh-cn 2026-11-01T05:21:28.000Z 东北电力公布了2026财年上半年业绩及战略能源举措。 https://slicast.com/ko/article/u7i1m Slicast ko 2026-11-01T05:21:28.000Z 도호쿠전력은 2026회계연도 상반기 실적과 전략적 에너지 사업 계획을 발표했다. https://slicast.com/article/hha0fp Slicast en 2026-11-01T05:20:47.000Z Hubbell raised its earnings guidance, and Simply Wall St examines what the upgrade means for shareholders. https://slicast.com/zh/article/hha0fp Slicast zh-cn 2026-11-01T05:20:47.000Z Hubbell 上调了盈利指引，Simply Wall St 分析了这一调整对股东意味着什么。 https://slicast.com/ko/article/hha0fp Slicast ko 2026-11-01T05:20:47.000Z Hubbell이 실적 가이던스를 상향 조정했으며, Simply Wall St가 이번 상향이 주주에게 갖는 의미를 살펴봤다. https://slicast.com/article/ksbpiz Slicast en 2026-11-01T05:09:42.000Z Antler and OpenAI are reportedly weighing investments in Nigeria's energy and AI infrastructure sectors. https://slicast.com/zh/article/ksbpiz Slicast zh-cn 2026-11-01T05:09:42.000Z 据报道，Antler 与 OpenAI 正考虑投资尼日利亚的能源和人工智能基础设施领域。 https://slicast.com/ko/article/ksbpiz Slicast ko 2026-11-01T05:09:42.000Z Antler와 OpenAI가 나이지리아의 에너지 및 AI 인프라 부문에 대한 투자를 검토 중인 것으로 전해졌다. https://slicast.com/article/1q7h0t Slicast en 2026-11-01T05:06:17.000Z CXMT has verified a prototype of its 4F²-based 6th-generation DRAM and is eyeing gradual mass production. https://slicast.com/zh/article/1q7h0t Slicast zh-cn 2026-11-01T05:06:17.000Z CXMT 已验证基于4F²结构的第六代DRAM原型，并计划逐步实现量产。 https://slicast.com/ko/article/1q7h0t Slicast ko 2026-11-01T05:06:17.000Z CXMT가 4F² 기반 6세대 DRAM 시제품의 성능을 검증했으며, 단계적 양산을 검토하고 있다. https://slicast.com/article/zcwqu9 Slicast en 2026-11-01T04:27:04.000Z Google Cloud reported Q3 2026 revenue of $30.709 billion, and NeoTeo breaks down what that figure includes. https://slicast.com/zh/article/zcwqu9 Slicast zh-cn 2026-11-01T04:27:04.000Z 谷歌云2026年第三季度营收为307.09亿美元（30.709B），NeoTeo 解析了该数字包含的内容。 https://slicast.com/ko/article/zcwqu9 Slicast ko 2026-11-01T04:27:04.000Z Google Cloud는 2026년 3분기 매출이 307억 900만 달러였다고 발표했으며, NeoTeo가 이 수치에 포함된 항목을 분석했다. https://slicast.com/article/1ojz1g4 Slicast en 2026-11-01T04:27:04.000Z NeoTeo outlines CXMT's production plan for HBM3E, its AI memory product. https://slicast.com/zh/article/1ojz1g4 Slicast zh-cn 2026-11-01T04:27:04.000Z NeoTeo 梳理了 CXMT 的 HBM3E 人工智能内存量产计划。 https://slicast.com/ko/article/1ojz1g4 Slicast ko 2026-11-01T04:27:04.000Z NeoTeo, CXMT의 AI 메모리 제품인 HBM3E 생산 계획을 발표했다. https://slicast.com/article/dy700y Slicast en 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. https://slicast.com/zh/article/dy700y Slicast zh-cn 2026-11-01T04:13:00.000Z Motley Fool 称 CXMT 的销售额增长超过七倍，并认为投资者现在应买入美光股票。 https://slicast.com/ko/article/dy700y Slicast ko 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. Wait, I need to correct that: the translation should be the Korean text only. Motley Fo https://slicast.com/article/104izhn Slicast en 2026-11-01T03:50:07.000Z Simply Wall St examines what AMD's win of a private AI build means for the company. https://slicast.com/zh/article/104izhn Slicast zh-cn 2026-11-01T03:50:07.000Z Simply Wall St 分析了AMD赢得一个私有人工智能建设项目意味着什么。 https://slicast.com/ko/article/104izhn Slicast ko 2026-11-01T03:50:07.000Z Simply Wall St가 AMD의 비공개 AI 구축 사업 수주가 회사에 어떤 의미를 갖는지 살펴봅니다. https://slicast.com/article/1j0nht0 Slicast en 2026-11-01T03:35:47.000Z Crypto Briefing, citing a16z data, shows AI token spending rose 122% to 160% while token prices fell 67%. https://slicast.com/zh/article/1j0nht0 Slicast zh-cn 2026-11-01T03:35:47.000Z Crypto Briefing 援引 a16z 数据显示，AI Token支出增长122%至160%，而Token价格下降了67%。 https://slicast.com/ko/article/1j0nht0 Slicast ko 2026-11-01T03:35:47.000Z Crypto Briefing은 a16z 데이터를 인용해, AI 토큰 지출이 122%에서 160%까지 증가한 반면 토큰 가격은 67% 하락했다고 보도했다. https://slicast.com/article/8q0b0f Slicast en 2026-11-01T03:32:27.000Z Anthropic has submitted IPO registration documents to list on Nasdaq under the ticker 'ANT'. https://slicast.com/zh/article/8q0b0f Slicast zh-cn 2026-11-01T03:32:27.000Z Anthropic 已提交首次公开募股注册文件，拟在纳斯达克以股票代码「ANT」上市。 https://slicast.com/ko/article/8q0b0f Slicast ko 2026-11-01T03:32:27.000Z Anthropic은 나스닥 상장을 위해 'ANT' 티커로 기업공개(IPO) 등록 서류를 제출했다. https://slicast.com/article/1ove1in Slicast en 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. https://slicast.com/zh/article/1ove1in Slicast zh-cn 2026-11-01T03:16:53.000Z 据 shattered.io 报道，英伟达已将 Vera Rubin 平台的 HBM4 带宽下调13%。 https://slicast.com/ko/article/1ove1in Slicast ko 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. Wait, I need to correct that: the translation should be in Korean, with company names, ticke https://slicast.com/article/15rdlbg Slicast en 2026-11-01T03:01:10.000Z BigGo Finance reports that AI computing demand is driving a surge in electricity use and that Chinese power equipment makers posted robust Q3 earnings. https://slicast.com/zh/article/15rdlbg Slicast zh-cn 2026-11-01T03:01:10.000Z BigGo Finance 报道，人工智能算力推动用电需求激增，中国电力设备制造商第三季度业绩表现强劲。 https://slicast.com/ko/article/15rdlbg Slicast ko 2026-11-01T03:01:10.000Z BigGo Finance는 AI 컴퓨팅 수요가 전력 사용량의 급증을 이끌고 있으며, 중국 전력설비 제조사들이 3분기 실적에서 견조한 성과를 기록했다고 보도했다. https://slicast.com/article/1o1bare Slicast en 2026-11-01T03:00:28.000Z As first production hardware begins shipping, Nvidia has updated some specifications for its Rubin GPU platforms, according to ServeTheHome. https://slicast.com/zh/article/1o1bare Slicast zh-cn 2026-11-01T03:00:28.000Z 据 ServeTheHome 报道，随着首批量产硬件开始出货，英伟达更新了部分 Rubin GPU 规格。 https://slicast.com/ko/article/1o1bare Slicast ko 2026-11-01T03:00:28.000Z 엔비디아가 ServeTheHome에 따르면 첫 양산 하드웨어 출하가 시작되면서 Rubin GPU 플랫폼의 일부 사양을 업데이트했다. https://slicast.com/article/1gdm5aw Slicast en 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. https://slicast.com/zh/article/1gdm5aw Slicast zh-cn 2026-11-01T02:38:46.000Z 据 ET Datacenters 报道，鸿海正在探索与 OpenAI 建立新的人工智能硬件合作。 https://slicast.com/ko/article/1gdm5aw Slicast ko 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. Translation: 폭스콘은 ET Datacenters 보도에 따르면 OpenAI와 새로운 AI 하드웨어 협력을 검토 중이다. https://slicast.com/article/heef3q Slicast en 2026-11-01T02:26:18.000Z Broadcom has reportedly cautioned investors not to rely on its $73 billion AI backlog. https://slicast.com/zh/article/heef3q Slicast zh-cn 2026-11-01T02:26:18.000Z 据报道，博通提醒投资者不要过度依赖其730亿美元（$73 billion）的人工智能订单积压。 https://slicast.com/ko/article/heef3q Slicast ko 2026-11-01T02:26:18.000Z Broadcom이 투자자들에게 730억 달러 규모의 AI 수주잔고를 과도하게 신뢰하지 말 것을 경고한 것으로 전해졌다. https://slicast.com/article/1387gmn Slicast en 2026-11-01T02:13:02.000Z Semivision analyzes Intel's EMIB yield challenges and cloud service provider capital spending as structural shifts in AI advanced packaging. https://slicast.com/zh/article/1387gmn Slicast zh-cn 2026-11-01T02:13:02.000Z Semivision 分析了英特尔 EMIB 的良率挑战与云服务商资本支出，认为这正在重塑人工智能先进封装供应链。 https://slicast.com/ko/article/1387gmn Slicast ko 2026-11-01T02:13:02.000Z Semivision은 인텔의 EMIB 수율 과제와 클라우드 서비스 제공업체의 설비투자를 AI 첨단 패키징의 구조적 변화로 분석한다. https://slicast.com/article/pe01vl Slicast en 2026-11-01T02:01:04.000Z Global Data Center Hub reports Mubbadrah's roughly $3 billion Oman plan, alongside Broadcom's $63 billion chip SPV and Meta's $37.5 billion raise. https://slicast.com/zh/article/pe01vl Slicast zh-cn 2026-11-01T02:01:04.000Z Global Data Center Hub 报道，Mubbadrah 在阿曼的约30亿美元计划，同时还涉及博通630亿美元的芯片特殊目的公司以及 Meta 375亿美元的融资。 https://slicast.com/ko/article/pe01vl Slicast ko 2026-11-01T02:01:04.000Z Global Data Center Hub, Mubbadrah의 약 30억 달러 규모 오만 계획, Broadcom의 630억 달러 칩 SPV, Meta의 375억 달러 자금 조달을 보도했다. https://slicast.com/article/1awvsq5 Slicast en 2026-11-01T01:49:41.000Z The US accuses ex-Megaspeed executive Alice Huang, who is linked to Nvidia CEO Jensen Huang, of spying for China, and Trump says Washington is looking 'closely' at the report. https://slicast.com/zh/article/1awvsq5 Slicast zh-cn 2026-11-01T01:49:41.000Z 美国指控与英伟达首席执行官黄仁勋有关联的Megaspeed前高管Alice Huang为中国从事间谍活动，特朗普表示美方正在「密切」关注该报道。 https://slicast.com/ko/article/1awvsq5 Slicast ko 2026-11-01T01:49:41.000Z 미국은 Nvidia CEO 젠슨 황과 연관된 전 Megaspeed 임원 Alice Huang이 중국을 위해 스파이 활동을 했다고 주장하고 있으며, 트럼프 대통령은 워싱턴이 해당 보도를 "면밀히" 살펴보고 있다고 밝혔다. https://slicast.com/article/12c3j7m Slicast en 2026-11-01T01:38:35.000Z MARA's stock surged despite a deep quarterly loss, with the CEO saying the company is 'no longer simply a bitcoin miner'. https://slicast.com/zh/article/12c3j7m Slicast zh-cn 2026-11-01T01:38:35.000Z MARA 股价在季度大额亏损的情况下仍然上涨，首席执行官表示公司「不再仅仅是一家比特币矿企」。 https://slicast.com/ko/article/12c3j7m Slicast ko 2026-11-01T01:38:35.000Z MARA의 주가는 분기 대규모 적자에도 불구하고 급등했으며, 최고경영자는 회사가 "더 이상 단순한 비트코인 채굴 기업이 아니다"라고 말했다. https://slicast.com/commentary/intel-2026-10-31 Slicast en 2026-10-31T22:01:46.591Z Intel Latest News, October 2026: 28.6% Single-Day Stock Crash, Israel Fab Disruption, and Foundry Outlook https://slicast.com/zh/commentary/intel-2026-10-31 Slicast zh-cn 2026-10-31T22:01:46.591Z 英特尔最新动态，2026年10月：股价单日暴跌28.6%、以色列晶圆厂爆炸与代工业务进展 https://slicast.com/commentary/nextdc-2026-10-31 Slicast en 2026-10-31T21:47:15.419Z NEXTDC Melbourne Setback and Record Contracts, October 2026 https://slicast.com/zh/commentary/nextdc-2026-10-31 Slicast zh-cn 2026-10-31T21:47:15.419Z NEXTDC墨尔本项目受阻与创纪录合同：2026年10月动态 https://slicast.com/commentary/oklo-2026-10-31 Slicast en 2026-10-31T21:37:44.893Z Oklo (OKLO) Stock, October 2026: -5.8% Session as SMR Sector Diverges https://slicast.com/zh/commentary/oklo-2026-10-31 Slicast zh-cn 2026-10-31T21:37:44.893Z Oklo (OKLO) 2026年10月股价：单日跌幅5.8%，SMR板块走势现分化 https://slicast.com/commentary/terawulf-2026-10-31 Slicast en 2026-10-31T20:47:36.145Z TeraWulf (WULF) Stock, October 2026: The 8% Drop and the 1 GW Muskie Expansion https://slicast.com/zh/commentary/terawulf-2026-10-31 Slicast zh-cn 2026-10-31T20:47:36.145Z TeraWulf（WULF）股票2026年10月：-8%跌幅与1吉瓦Muskie扩容 https://slicast.com/commentary/iren-2026-10-31 Slicast en 2026-10-31T20:38:28.164Z IREN Stock, October 2026: Sector-Wide Neocloud Selloff Tests a $3 Billion Capex Bet https://slicast.com/zh/commentary/iren-2026-10-31 Slicast zh-cn 2026-10-31T20:38:28.164Z IREN股价 2026年10月：新云板块系统性抛售考验30亿美元资本支出押注 https://slicast.com/commentary/applied-digital-2026-10-31 Slicast en 2026-10-31T20:24:12.243Z Applied Digital (APLD) Stock, October 2026: Financing Pressure Versus a $36 Billion Contract Base https://slicast.com/zh/commentary/applied-digital-2026-10-31 Slicast zh-cn 2026-10-31T20:24:12.243Z Applied Digital（APLD）2026年10月股价：融资压力与360亿美元合同积压的博弈 https://slicast.com/brief/2026-11-01 Slicast en 2026-10-31T20:08:33.007Z Latest AI Infrastructure News: November 1, 2026 https://slicast.com/zh/brief/2026-11-01 Slicast zh-cn 2026-10-31T20:08:33.007Z AI 基础设施新闻早报 · 2026年11月1日 https://slicast.com/ko/brief/2026-11-01 Slicast ko 2026-10-31T20:08:33.007Z 최신 AI 인프라 뉴스 · 2026년 11월 1일 https://slicast.com/article/1a5r8jq Slicast en 2026-10-31T19:15:18.000Z PJM approved two ENGIE battery storage projects totaling 1,660 MW under its new expedited interconnection process. https://slicast.com/zh/article/1a5r8jq Slicast zh-cn 2026-10-31T19:15:18.000Z PJM批准了ENGIE的两个电池储能项目，合计1,660 MW，依据其新的快速并网流程办理。 https://slicast.com/ko/article/1a5r8jq Slicast ko 2026-10-31T19:15:18.000Z PJM은 신속 계통연계 절차에 따라 ENGIE의 배터리 저장장치 프로젝트 2건, 총 1,660MW를 승인했다. https://slicast.com/article/1jvi35n Slicast en 2026-10-31T19:03:35.000Z SpaceXAI lost its bid to dismiss a lawsuit brought by the NAACP over air pollution. https://slicast.com/zh/article/1jvi35n Slicast zh-cn 2026-10-31T19:03:35.000Z SpaceXAI申请驳回NAACP提起的空气污染诉讼未获法院支持。 https://slicast.com/ko/article/1jvi35n Slicast ko 2026-10-31T19:03:35.000Z SpaceXAI, 대기 오염을 둘러싸고 NAACP가 제기한 소송에 대해 기각 신청이 기각됐다.