https://slicast.com/commentary/sambanova-2026-11-04 Slicast en 2026-11-04T21:27:27.843Z SambaNova SN50 and Supermicro Inference Partnership, November 2026 https://slicast.com/zh/commentary/sambanova-2026-11-04 Slicast zh-cn 2026-11-04T21:27:27.843Z SambaNova SN50与超微电脑推理合作，2026年11月 https://slicast.com/commentary/goodman-2026-11-04 Slicast en 2026-11-04T21:05:38.426Z Goodman Group NextDC Stake Bid, November 2026 https://slicast.com/zh/commentary/goodman-2026-11-04 Slicast zh-cn 2026-11-04T21:05:38.426Z 古德曼集团NextDC股权竞购，2026年11月 https://slicast.com/commentary/marvell-2026-11-04 Slicast en 2026-11-04T20:57:18.382Z Marvell Technology $115 Billion Lumentum Deal, November 2026 https://slicast.com/zh/commentary/marvell-2026-11-04 Slicast zh-cn 2026-11-04T20:57:18.382Z 迈威尔科技1150亿美元收购Lumentum，2026年11月 https://slicast.com/commentary/nvidia-2026-11-04 Slicast en 2026-11-04T20:43:39.076Z Nvidia H200 China Exit and Vera Rubin Ramp, November 2026 https://slicast.com/zh/commentary/nvidia-2026-11-04 Slicast zh-cn 2026-11-04T20:43:39.076Z 英伟达退出中国H200市场并转向Vera Rubin，2026年11月 https://slicast.com/commentary/vistra-2026-11-04 Slicast en 2026-11-04T20:31:15.207Z Vistra (VST): 15% Single-Session Drop, November 2026 https://slicast.com/zh/commentary/vistra-2026-11-04 Slicast zh-cn 2026-11-04T20:31:15.207Z Vistra（VST）2026年11月：单日暴跌15%，无公开披露原因 https://slicast.com/article/fu7tx1 Slicast en 2026-11-04T20:31:00.000Z Analysis argues that Trump's midterm drubbing shows how powerful data centre opponents have become as public mood on AI keeps shifting. https://slicast.com/zh/article/fu7tx1 Slicast zh-cn 2026-11-04T20:31:00.000Z 分析认为，特朗普在中期选举中的惨败表明，数据中心反对者已具备强大影响力，公众对人工智能的态度也在持续转变。 https://slicast.com/ko/article/fu7tx1 Slicast ko 2026-11-04T20:31:00.000Z 분석에 따르면, 트럼프 대통령의 중간선거 참패는 AI에 대한 여론이 계속 변화하는 가운데 데이터센터 반대 세력이 얼마나 강력해졌는지를 보여준다. https://slicast.com/commentary/nrg-2026-11-04 Slicast en 2026-11-04T20:15:34.440Z NRG Energy Share-Price Drop, November 2026 https://slicast.com/zh/commentary/nrg-2026-11-04 Slicast zh-cn 2026-11-04T20:15:34.440Z NRG Energy股价下跌，2026年11月 https://slicast.com/brief/2026-11-05 Slicast en 2026-11-04T20:07:21.074Z Latest AI Infrastructure News: November 5, 2026 https://slicast.com/zh/brief/2026-11-05 Slicast zh-cn 2026-11-04T20:07:21.074Z AI 基础设施新闻早报 · 2026年11月5日 https://slicast.com/ko/brief/2026-11-05 Slicast ko 2026-11-04T20:07:21.074Z 최신 AI 인프라 뉴스 · 2026년 11월 5일 https://slicast.com/article/13hmi4g Slicast en 2026-11-04T19:47:30.000Z Crusoe has debuted its Spark Liquid modular unit, a 3.5 MW factory-built data center module that highlights a faster path to AI capacity at scale. https://slicast.com/zh/article/13hmi4g Slicast zh-cn 2026-11-04T19:47:30.000Z Crusoe推出了模块化单元Spark Liquid，这是一款在工厂预制的3.5兆瓦数据中心模块，展示了以更快速度规模化部署人工智能算力的路径。 https://slicast.com/ko/article/13hmi4g Slicast ko 2026-11-04T19:47:30.000Z Crusoe가 3.5MW급 공장 제작형 데이터센터 모듈 'Spark Liquid' 모듈형 장비를 공개했다. AI 역량을 대규모로 더 빠르게 확보할 수 있는 방안을 보여준다. https://slicast.com/article/mrei7j Slicast en 2026-11-04T19:44:23.000Z Reports say data centers may help avert a Texas moratorium by supporting the power grid. https://slicast.com/zh/article/mrei7j Slicast zh-cn 2026-11-04T19:44:23.000Z 报道称，数据中心若能为电网运行提供支持，或有助于得克萨斯州避免实施暂停建设令。 https://slicast.com/ko/article/mrei7j Slicast ko 2026-11-04T19:44:23.000Z 데이터센터가 전력망을 지원함으로써 텍사스 주의 사용 중단 조치를 피하는 데 도움이 될 수 있다는 보도가 나오고 있다. https://slicast.com/article/1ntsysv Slicast en 2026-11-04T19:27:27.000Z GlobalFoundries posted an earnings beat that has sharpened investor focus on its new chip fabs. https://slicast.com/zh/article/1ntsysv Slicast zh-cn 2026-11-04T19:27:27.000Z GlobalFoundries公布业绩超出预期，投资者的关注点随之集中到其新建晶圆厂上。 https://slicast.com/ko/article/1ntsysv Slicast ko 2026-11-04T19:27:27.000Z GlobalFoundries는 실적 상회를 발표했으며, 이로 인해 투자자들의 관심이 새로운 칩 팹에 더욱 집중되고 있다. https://slicast.com/article/15gej0j Slicast en 2026-11-04T19:20:53.000Z Argonne has added AI inference capacity, including the new Tara system, to expand the ALCF Inference Service for Genesis Mission projects and other scientific research. https://slicast.com/zh/article/15gej0j Slicast zh-cn 2026-11-04T19:20:53.000Z 阿贡国家实验室新增人工智能推理能力，包括全新的Tara系统，以扩大ALCF Inference Service，支持Genesis Mission项目及其他科研工作。 https://slicast.com/ko/article/15gej0j Slicast ko 2026-11-04T19:20:53.000Z Argonne는 Genesis Mission 프로젝트 및 기타 과학 연구를 위해 ALCF 추론 서비스를 확장하고자 신규 Tara 시스템을 포함한 AI 추론 역량을 추가했다. https://slicast.com/article/14sjbtl Slicast en 2026-11-04T19:10:00.000Z VivoPower Reports Unaudited First Quarter Fiscal Year 2027 https://slicast.com/zh/article/14sjbtl Slicast zh-cn 2026-11-04T19:10:00.000Z VivoPower 发布未经审计的2027财年第一季度财报 https://slicast.com/article/1ysuu8d Slicast en 2026-11-04T19:05:54.000Z Digital Realty's fourth AI lab worldwide is coming to Brazil. https://slicast.com/zh/article/1ysuu8d Slicast zh-cn 2026-11-04T19:05:54.000Z Digital Realty在全球的第四个人工智能实验室将落户巴西。 https://slicast.com/ko/article/1ysuu8d Slicast ko 2026-11-04T19:05:54.000Z Digital Realty의 전 세계 네 번째 AI 연구소가 브라질에 들어설 예정이다. https://slicast.com/article/usc5yx Slicast en 2026-11-04T18:41:03.000Z OpenAI is acquiring Pierre Computer Company, whose libraries already power its Codex coding agent, to pair with its recently launched Git backend. https://slicast.com/zh/article/usc5yx Slicast zh-cn 2026-11-04T18:41:03.000Z OpenAI正在收购Pierre Computer Company，该公司的代码库已为其编程智能体Codex提供支持，此次收购将与OpenAI近期推出的Git后端相结合。 https://slicast.com/article/irq55a Slicast en 2026-11-04T18:18:30.000Z Broadcom shares fell 1.49% as a $63 billion AI financing was flagged for residual-value risk. https://slicast.com/zh/article/irq55a Slicast zh-cn 2026-11-04T18:18:30.000Z Broadcom股价下跌1.49%，同时一笔630亿美元的人工智能融资被指存在残值风险。 https://slicast.com/ko/article/irq55a Slicast ko 2026-11-04T18:18:30.000Z Broadcom 주가는 630억 달러 규모의 AI 금융 조달 건이 잔존가치 위험 우려로 지목되면서 1.49% 하락했다. https://slicast.com/article/a5w3is Slicast en 2026-11-04T18:10:07.000Z Enphase Energy (ENPH) has reached an 800 VDC power milestone for AI data centers. https://slicast.com/zh/article/a5w3is Slicast zh-cn 2026-11-04T18:10:07.000Z Enphase Energy（ENPH）在人工智能数据中心的800伏直流供电方面取得里程碑式进展。 https://slicast.com/ko/article/a5w3is Slicast ko 2026-11-04T18:10:07.000Z Enphase Energy (ENPH)가 AI 데이터센터용 800 VDC 전력 이정표를 달성했다. https://slicast.com/article/9fzfna Slicast en 2026-11-04T18:05:49.000Z TeraWulf has secured Google credit support to develop a data center campus in Kentucky. https://slicast.com/zh/article/9fzfna Slicast zh-cn 2026-11-04T18:05:49.000Z TeraWulf获得Google的信用支持，将用于在肯塔基州开发一座数据中心园区。 https://slicast.com/ko/article/9fzfna Slicast ko 2026-11-04T18:05:49.000Z TeraWulf, Google의 신용 지원을 확보해 켄터키주에 데이터센터 캠퍼스를 개발한다. https://slicast.com/article/144mfdb Slicast en 2026-11-04T17:54:11.000Z AMD's AI data center guarantees have reached $8.5 billion as it challenges Nvidia. https://slicast.com/zh/article/144mfdb Slicast zh-cn 2026-11-04T17:54:11.000Z AMD的人工智能数据中心担保规模已达85亿美元，该公司正借此挑战英伟达。 https://slicast.com/ko/article/144mfdb Slicast ko 2026-11-04T17:54:11.000Z AMD의 AI 데이터센터 관련 보증 규모가 85억 달러에 이르렀으며, 엔비디아에 도전하는 가운데 이루어진 성과이다. https://slicast.com/article/1758t2b Slicast en 2026-11-04T17:53:53.000Z Gas turbine and battery suppliers are gaining as AI data centers look for power faster than grid connections allow. https://slicast.com/zh/article/1758t2b Slicast zh-cn 2026-11-04T17:53:53.000Z 随着人工智能数据中心寻求比电网接入更快的供电方案，燃气轮机和储能电池供应商正迎来增长。 https://slicast.com/article/1kmeg19 Slicast en 2026-11-04T17:39:00.000Z Applied Digital (APLD) is teaming up with Soluna in Texas. https://slicast.com/zh/article/1kmeg19 Slicast zh-cn 2026-11-04T17:39:00.000Z Applied Digital（APLD）正与Soluna在得克萨斯州展开合作。 https://slicast.com/ko/article/1kmeg19 Slicast ko 2026-11-04T17:39:00.000Z Applied Digital(APLD)은 텍사스에서 Soluna와 협력한다. https://slicast.com/article/1qmjexw Slicast en 2026-11-04T17:30:00.000Z The Register reports that on-premises server sales for HPC and AI rose 20% this year, though the revenue jump is as much about higher costs as higher unit sales. https://slicast.com/zh/article/1qmjexw Slicast zh-cn 2026-11-04T17:30:00.000Z The Register报道称，今年用于高性能计算（HPC）和AI的本地部署服务器销售额增长了20%，但收入跳升与其说来自销量增加，不如说更多源于成本上涨。 https://slicast.com/article/yyfpno Slicast en 2026-11-04T17:28:08.000Z GlobalFoundries data center sales are reported up 81%, in a piece framed around an upcoming TSMC deal, per FourWeekMBA. https://slicast.com/zh/article/yyfpno Slicast zh-cn 2026-11-04T17:28:08.000Z 据FourWeekMBA报道，格芯的数据中心业务销售额增长81%，该文章以即将达成的台积电交易为背景展开。 https://slicast.com/article/qjxhvl Slicast en 2026-11-04T17:27:34.000Z Arizona Public Service (APS) expects its sales to double by 2041, with peak demand growing about 3.4% annually over the next 15 years, driven by industry and data centers, and plans to extend coal use https://slicast.com/zh/article/qjxhvl Slicast zh-cn 2026-11-04T17:27:34.000Z 亚利桑那公共服务公司（APS）预计其销售额到2041年将翻一番，未来15年峰值需求年均增长约3.4%，主要受工业和数据中心驱动；该公司还计划将煤电使用延长至2038年。 https://slicast.com/ko/article/qjxhvl Slicast ko 2026-11-04T17:27:34.000Z Arizona Public Service(APS)는 2041년까지 판매량이 두 배로 늘어날 것으로 예상하며, 산업 및 데이터센터 수요에 힘입어 향후 15년간 최대 전력 수요가 연평균 약 3.4% 성장할 것으로 내다보고 있습니다. 또한 석탄 발전 사용을 2038년까지 연장할 계획입니다. https://slicast.com/article/1eharg5 Slicast en 2026-11-04T17:24:20.000Z Reuters reports that Texas data centers face an uncertain future after Hinojosa won the governor's race. https://slicast.com/zh/article/1eharg5 Slicast zh-cn 2026-11-04T17:24:20.000Z 路透社报道，Hinojosa赢得得克萨斯州州长选举后，该州数据中心的前景存在不确定性。 https://slicast.com/ko/article/1eharg5 Slicast ko 2026-11-04T17:24:20.000Z Reuters에 따르면, Hinojosa가 주지사 선거에서 승리하면서 텍사스 데이터센터의 앞날이 불확실해졌다. https://slicast.com/article/hvme20 Slicast en 2026-11-04T17:10:59.000Z Macronix, one of Nintendo's ROM chip suppliers, is reportedly exiting the ROM business to reallocate manufacturing to NOR and NAND flash for the AI data center industry. https://slicast.com/zh/article/hvme20 Slicast zh-cn 2026-11-04T17:10:59.000Z 据报道，任天堂ROM芯片供应商旺宏正退出该业务，将生产线转向面向AI数据中心行业的NOR和NAND闪存。 https://slicast.com/article/26l3bn Slicast en 2026-11-04T16:58:44.000Z Tech-insider.org flags an 'A$141B strain' on Australia's data centre construction in 2026. https://slicast.com/zh/article/26l3bn Slicast zh-cn 2026-11-04T16:58:44.000Z tech-insider.org指出，2026年澳大利亚数据中心建设面临'A$141B'规模的压力。 https://slicast.com/article/p99gkz Slicast en 2026-11-04T16:57:52.000Z Riot signed a $28 billion AI lease covering its entire Corsicana campus. https://slicast.com/zh/article/p99gkz Slicast zh-cn 2026-11-04T16:57:52.000Z Riot签署了一份280亿美元的AI租约，覆盖其整个Corsicana园区。 https://slicast.com/ko/article/p99gkz Slicast ko 2026-11-04T16:57:52.000Z Riot, 코시카나 캠퍼스 전체를 대상으로 한 280억 달러 규모의 AI 임대 계약을 체결했다. https://slicast.com/article/1jbtfao Slicast en 2026-11-04T16:41:26.000Z Stakeholders backed the intent of a Trump ban on foreign grid components but argue that geography-based restrictions, rather than function and capability, miss the point and raise practicality and cos https://slicast.com/zh/article/1jbtfao Slicast zh-cn 2026-11-04T16:41:26.000Z 利益相关方支持特朗普禁止外国电网组件的政策意图，但认为按地域而非功能和能力设定的限制没有抓住重点，并对可行性和成本提出担忧。 https://slicast.com/ko/article/1jbtfao Slicast ko 2026-11-04T16:41:26.000Z 이해관계자들은 외국산 전력망 부품에 대한 트럼프 행정부의 금지 조치가 지향하는 목적에는 동의했으나, 기능과 역량이 아닌 지역(국가) 기반 규제는 본질을 벗어나며 실효성과 비용 측면에서 우려가 있다고 Utility Dive가 보도했다. https://slicast.com/article/coyswa Slicast en 2026-11-04T16:40:49.000Z TSMC locked in a Taichung plant deal and green bond terms, while advanced packaging price talk remains unconfirmed. https://slicast.com/zh/article/coyswa Slicast zh-cn 2026-11-04T16:40:49.000Z 台积电已敲定台中工厂协议及绿色债券条款，而先进封装的价格传闻仍未获证实。 https://slicast.com/ko/article/coyswa Slicast ko 2026-11-04T16:40:49.000Z TSMC, 타이중 공장 계약과 녹색채권 조건을 확정했으며, 첨단 패키징 가격 논의는 아직 확인되지 않았다. https://slicast.com/article/jnkysm Slicast en 2026-11-04T16:36:48.000Z GlobalFoundries (GFS) has published details of its Q3 FY2026 earnings call. https://slicast.com/zh/article/jnkysm Slicast zh-cn 2026-11-04T16:36:48.000Z 格芯（GFS）发布了2026财年第三季度财报电话会议的相关内容。 https://slicast.com/ko/article/jnkysm Slicast ko 2026-11-04T16:36:48.000Z GlobalFoundries (GFS)가 2026 회계연도 3분기 실적 발표 콜의 세부 내용을 공개했습니다. https://slicast.com/article/tzxaxc Slicast en 2026-11-04T16:31:00.000Z Riot Platforms sold 79% of its bitcoin last quarter, a disclosure that raises questions about whether mining still pays as it shifts toward AI. https://slicast.com/zh/article/tzxaxc Slicast zh-cn 2026-11-04T16:31:00.000Z Riot Platforms上季度售出了其79%的比特币，这一数据引发了随着其转向AI业务，挖矿是否仍然有利可图的讨论。 https://slicast.com/article/egje99 Slicast en 2026-11-04T16:25:00.000Z DCD reports that most local anti-data-center measures, including moratoria and restrictions, have passed across the US, with Ohio leading the charge. https://slicast.com/zh/article/egje99 Slicast zh-cn 2026-11-04T16:25:00.000Z DCD报道，美国各地针对数据中心的地方性措施，包括暂停令和限制规定，大多已获通过，其中俄亥俄州最为积极。 https://slicast.com/ko/article/egje99 Slicast ko 2026-11-04T16:25:00.000Z DCD는 미국 전역에서 모라토리엄과 규제를 포함한 지역 단위의 데이터센터 반대 조치 대부분이 통과되었다고 보도했으며, 오하이오주가 이를 주도하고 있다고 전했다. https://slicast.com/article/ssmvf6 Slicast en 2026-11-04T16:18:27.000Z Nvidia is halting H200 chip output for China and shifting capacity to Vera Rubin, per Startup Fortune. https://slicast.com/zh/article/ssmvf6 Slicast zh-cn 2026-11-04T16:18:27.000Z 据Startup Fortune报道，英伟达正停止为中国市场生产H200芯片，并将产能转向Vera Rubin。 https://slicast.com/ko/article/ssmvf6 Slicast ko 2026-11-04T16:18:27.000Z Nvidia, 중국향 H200 칩 생산을 중단하고 생산 능력을 Vera Rubin으로 전환한다고 Startup Fortune이 보도했다. https://slicast.com/article/1apd8n0 Slicast en 2026-11-04T16:17:50.000Z Lambda announced a $33.1 billion AI data center in Lowndes County, the largest economic development project in that county's history. https://slicast.com/zh/article/1apd8n0 Slicast zh-cn 2026-11-04T16:17:50.000Z Lambda宣布在Lowndes County建设一座331亿美元的AI数据中心，是该县历史上规模最大的经济发展项目。 https://slicast.com/ko/article/1apd8n0 Slicast ko 2026-11-04T16:17:50.000Z Lambda는 Lowndes 카운티에 331억 달러 규모의 AI 데이터센터 건설을 발표했으며, 이는 해당 카운티 역사상 최대 규모의 경제 개발 프로젝트다. https://slicast.com/article/1q64akr Slicast en 2026-11-04T16:16:08.000Z Alphabet (GOOGL) Q3 earnings call highlighted AI growth alongside rising spending pressures. https://slicast.com/zh/article/1q64akr Slicast zh-cn 2026-11-04T16:16:08.000Z Alphabet（GOOGL）第三季度财报电话会议重点提及AI业务增长，以及持续上升的支出压力。 https://slicast.com/ko/article/1q64akr Slicast ko 2026-11-04T16:16:08.000Z Alphabet (GOOGL) 3분기 실적 발표에서는 AI 성장세와 함께 비용 지출 부담 확대가 주요 쟁점으로 제시됐다. https://slicast.com/article/1o3c626 Slicast en 2026-11-04T16:11:51.000Z Nvidia told data center partners to cut their China exposure and limits RTX chip sales to mainland China, as the US and China look to decouple. https://slicast.com/zh/article/1o3c626 Slicast zh-cn 2026-11-04T16:11:51.000Z 英伟达已告知数据中心合作伙伴削减对中国大陆市场的敞口，并限制RTX芯片向中国大陆的销售，此举正值美国与中国谋求脱钩之际。 https://slicast.com/ko/article/1o3c626 Slicast ko 2026-11-04T16:11:51.000Z 엔비디아가 데이터센터 파트너들에게 중국 관련 익스포저를 줄이라고 통보했으며, 미국과 중국이 디커플링을 추진하는 가운데 중국 본토에 대한 RTX 칩 판매를 제한하고 있다. https://slicast.com/article/14780ir Slicast en 2026-11-04T16:10:48.000Z Morgan Stanley says AMD's 2027 server CPU growth is seen reaching 100%. https://slicast.com/zh/article/14780ir Slicast zh-cn 2026-11-04T16:10:48.000Z 摩根士丹利表示，超威半导体2027年服务器中央处理器的增长有望达到100%。 https://slicast.com/article/1fdrmbu Slicast en 2026-11-04T16:09:58.000Z An NBC exit poll found 56% of voters said AI data centers were a crucial or major factor in their Congressional vote decision, and 87% called it a factor overall, with the concern weighted heavily tow https://slicast.com/zh/article/1fdrmbu Slicast zh-cn 2026-11-04T16:09:58.000Z 美国全国广播公司出口民调显示，56%的选民表示人工智能数据中心是其国会投票决定中的关键或重大因素；整体而言有87%的受访者认为其是一项因素，且该担忧在民主党选民中权重尤其高。 https://slicast.com/ko/article/1fdrmbu Slicast ko 2026-11-04T16:09:58.000Z NBC 출구조사에 따르면 유권자의 56%가 연방 하원 투표 결정에서 AI 데이터센터가 결정적이거나 주요한 요인이었다고 답했으며, 전체적으로는 87%가 이를 하나의 요인으로 꼽았다. 이러한 우려는 민주당 지지층에서 특히 크게 나타났다. https://slicast.com/article/1spn7li Slicast en 2026-11-04T16:02:00.000Z Following AMD's earnings beat and strong 2027 outlook, Intel shares dropped and NVIDIA retreated 2%, while AMD stock itself was roughly flat. https://slicast.com/zh/article/1spn7li Slicast zh-cn 2026-11-04T16:02:00.000Z 超威半导体财报超预期且2027年展望强劲后，英特尔股价下跌，英伟达下跌2%，超威半导体自身股价则基本持平。 https://slicast.com/ko/article/1spn7li Slicast ko 2026-11-04T16:02:00.000Z AMD의 실적 상회와 강력한 2027년 전망에 따라 인텔 주가는 하락했고, 엔비디아는 2% 하락했으며, AMD 주가 자체는 대체로 보합세를 보였다. https://slicast.com/article/wrreiu Slicast en 2026-11-04T15:58:11.000Z A Wall Street bond committee told the US Treasury that circular financing in AI is a 'feature,' not a bug. https://slicast.com/zh/article/wrreiu Slicast zh-cn 2026-11-04T15:58:11.000Z 一家华尔街债券委员会向美国财政部表示，人工智能领域的循环融资是一项特性，而非缺陷。 https://slicast.com/article/1o43fd Slicast en 2026-11-04T15:46:16.000Z Riot Platforms sold 20,264 bitcoin for $1.5 billion as its third-quarter mining revenue fell. https://slicast.com/zh/article/1o43fd Slicast zh-cn 2026-11-04T15:46:16.000Z Riot Platforms出售了20,264枚比特币，获得15亿美元，同时第三季度挖矿收入下降。 https://slicast.com/ko/article/1o43fd Slicast ko 2026-11-04T15:46:16.000Z Riot Platforms, 3분기 채굴 매출이 감소한 가운데 비트코인 20,264개를 15억 달러에 매각했다. https://slicast.com/article/1oty0x4 Slicast en 2026-11-04T15:40:41.000Z An AI data center developer plans a campus in El Dorado, Arkansas. https://slicast.com/zh/article/1oty0x4 Slicast zh-cn 2026-11-04T15:40:41.000Z 一家人工智能数据中心开发商计划在阿肯色州埃尔多拉多建设园区。 https://slicast.com/ko/article/1oty0x4 Slicast ko 2026-11-04T15:40:41.000Z AI 데이터센터 개발사가 아칸소주 엘도라도에 캠퍼스를 조성할 계획이다. https://slicast.com/article/1hq8zsf Slicast en 2026-11-04T15:40:16.000Z CoreWeave bonds hit new lows as Texas data centers are in the crosshairs. https://slicast.com/zh/article/1hq8zsf Slicast zh-cn 2026-11-04T15:40:16.000Z CoreWeave债券跌至新低，得克萨斯州数据中心已成为众矢之的。 https://slicast.com/ko/article/1hq8zsf Slicast ko 2026-11-04T15:40:16.000Z CoreWeave 채권, 텍사스 데이터센터 리스크 부각에 신저가 기록 https://slicast.com/article/m0gicr Slicast en 2026-11-04T15:39:56.000Z Analysis says a Texas blue wave could threaten 27% of planned U.S. data center power, with implications for CoreWeave, IREN, Nebius and other neocloud stocks. https://slicast.com/zh/article/m0gicr Slicast zh-cn 2026-11-04T15:39:56.000Z 分析称，得克萨斯州的蓝色浪潮可能威胁美国规划中数据中心电力的27%，并对CoreWeave、IREN、Nebius等新型云服务商股票构成影响。 https://slicast.com/ko/article/m0gicr Slicast ko 2026-11-04T15:39:56.000Z Texas 블루웨이브가 미국 계획 데이터센터 전력의 27%를 위협할 수 있다는 분석이 나왔으며, 이는 CoreWeave, IREN, Nebius 등 네오클라우드 주식에 영향을 줄 수 있는 것으로 보인다. https://slicast.com/article/lsnpyy Slicast en 2026-11-04T15:37:01.000Z Lambda plans an AI data center campus in Lowndes County, Alabama. https://slicast.com/zh/article/lsnpyy Slicast zh-cn 2026-11-04T15:37:01.000Z Lambda计划在阿拉巴马州朗兹县建设人工智能数据中心园区。 https://slicast.com/ko/article/lsnpyy Slicast ko 2026-11-04T15:37:01.000Z Lambda, 앨라배마주 라운즈 카운티에 AI 데이터센터 캠퍼스 건설을 계획 중이다. https://slicast.com/article/18yem8y Slicast en 2026-11-04T15:28:43.000Z Elon Musk's xAI has installed eight converted jet engines to power a Mississippi data center, with permits allowing a 25 percent higher limit for pollutants. https://slicast.com/zh/article/18yem8y Slicast zh-cn 2026-11-04T15:28:43.000Z 埃隆·马斯克旗下的xAI在密西西比州一座数据中心安装了八台改装喷气发动机用于供电，相关许可允许污染物排放上限提高25%。 https://slicast.com/ko/article/18yem8y Slicast ko 2026-11-04T15:28:43.000Z Elon Musk의 xAI가 미시시피주 데이터센터의 전력 공급을 위해 개조 제트엔진 8기를 설치했으며, 해당 허가에는 오염물질 배출 한도를 25퍼센트 높이는 조건이 포함되어 있다. https://slicast.com/article/1hbwnar Slicast en 2026-11-04T15:28:30.000Z Team Group CEO Chen Ching-wen warned on the earnings call that the memory crisis could reach a point where 'even money can't buy goods,' and said conditions will worsen next year with 'no downward tre https://slicast.com/zh/article/1hbwnar Slicast zh-cn 2026-11-04T15:28:30.000Z Team Group首席执行官Chen Ching-wen在财报电话会议上警告，内存危机可能恶化到「即使有钱也买不到商品」的地步，并表示明年情况将进一步恶化，价格「完全没有下降趋势」。 https://slicast.com/article/1yrz4c0 Slicast en 2026-11-04T15:17:00.000Z Together AI unveiled Polymorphic Inference and the Together Compiler, aimed at continuous optimization of AI inference. https://slicast.com/zh/article/1yrz4c0 Slicast zh-cn 2026-11-04T15:17:00.000Z Together AI推出了Polymorphic Inference和Together Compiler，旨在持续优化人工智能推理。 https://slicast.com/article/4cdez9 Slicast en 2026-11-04T15:06:38.000Z Silicon Carbide (SiC) Power Device Foundry Market - Global https://slicast.com/zh/article/4cdez9 Slicast zh-cn 2026-11-04T15:06:38.000Z 全球碳化硅(SiC)功率器件代工市场 https://slicast.com/article/u56x36 Slicast en 2026-11-04T15:04:50.000Z SambaNova partners with Supermicro for SN50 RDU deployments, with Supermicro initially purchasing 10,000 SN50 chips from SambaNova. https://slicast.com/zh/article/u56x36 Slicast zh-cn 2026-11-04T15:04:50.000Z SambaNova与超微电脑合作部署SN50 RDU，超微电脑将首批从SambaNova采购10,000颗SN50芯片。 https://slicast.com/ko/article/u56x36 Slicast ko 2026-11-04T15:04:50.000Z SambaNova, Supermicro와 SN50 RDU 배포를 위해 파트너십을 체결했으며, Supermicro는 초기에 SambaNova로부터 SN50 칩 10,000개를 구매할 예정이다. https://slicast.com/article/6z4uqd Slicast en 2026-11-04T15:02:40.000Z UAE Data Center and AI Infrastructure Market Study https://slicast.com/zh/article/6z4uqd Slicast zh-cn 2026-11-04T15:02:40.000Z 阿联酋数据中心与AI基础设施市场研究 https://slicast.com/article/1afhgkv Slicast en 2026-11-04T15:02:28.000Z PDG secured $1.3 billion in green financing for its Johor data centre. https://slicast.com/zh/article/1afhgkv Slicast zh-cn 2026-11-04T15:02:28.000Z PDG为其柔佛数据中心获得13亿美元绿色融资。 https://slicast.com/ko/article/1afhgkv Slicast ko 2026-11-04T15:02:28.000Z PDG, 조호르 데이터센터를 위해 13억 달러 규모의 녹색 금융을 확보했다. https://slicast.com/article/16sx2zc Slicast en 2026-11-04T14:33:39.000Z IGBT & SiC Module Market - Global Forecast 2026-2032 | EV, https://slicast.com/zh/article/16sx2zc Slicast zh-cn 2026-11-04T14:33:39.000Z IGBT与SiC模块市场——全球预测2026–2032 | 电动汽车, https://slicast.com/article/vnmpt5 Slicast en 2026-11-04T14:32:12.000Z Synopsys announced an agreement with a European chips design platform to offer its EDA software, unveiled at The Technology Sovereignty Package in Practice event in Brussels on Nov. 4, 2026. https://slicast.com/zh/article/vnmpt5 Slicast zh-cn 2026-11-04T14:32:12.000Z 新思科技（Synopsys）宣布与一个欧洲芯片设计平台达成协议，将通过该平台提供其EDA软件；此消息于2026年11月4日在布鲁塞尔的The Technology Sovereignty Package in Practice活动上发布。 https://slicast.com/article/j0me6f Slicast en 2026-11-04T14:23:22.000Z China's ChangXin Memory (CXMT) doubled its share buyback to up to 5 billion yuan, and its shares surged 13%. https://slicast.com/zh/article/j0me6f Slicast zh-cn 2026-11-04T14:23:22.000Z 长鑫存储（CXMT）将股份回购规模加倍至最高50亿元人民币，其股价随之大涨13%。 https://slicast.com/ko/article/j0me6f Slicast ko 2026-11-04T14:23:22.000Z CXMT(ChangXin Memory)가 자사주 매입 규모를 두 배로 늘려 최대 50억 위안으로 확대했으며, 주가는 13% 급등했다. https://slicast.com/article/1e9nswi Slicast en 2026-11-04T14:20:02.000Z Together AI brought continuous compilation to production inference workloads on its platform. https://slicast.com/zh/article/1e9nswi Slicast zh-cn 2026-11-04T14:20:02.000Z Together AI将持续编译功能引入生产级推理场景，用于优化其平台上的推理性能。 https://slicast.com/article/1bd28f9 Slicast en 2026-11-04T14:20:00.000Z Millennium Adds R&M Data Center Connectivity to Its Integrated Supply Chain Platform https://slicast.com/zh/article/1bd28f9 Slicast zh-cn 2026-11-04T14:20:00.000Z Millennium为其集成供应链平台新增R&M数据中心连接业务 https://slicast.com/article/1fh4lpe Slicast en 2026-11-04T14:19:15.000Z AXT reported record third-quarter revenue and a positive forward outlook. https://slicast.com/zh/article/1fh4lpe Slicast zh-cn 2026-11-04T14:19:15.000Z AXT公布了创纪录的第三季度营收以及积极的未来展望。 https://slicast.com/article/1on4nu5 Slicast en 2026-11-04T14:11:15.000Z Google will provide a credit backstop, or credit support, for the debt financing TeraWulf is using to develop a data center campus for Anthropic. https://slicast.com/zh/article/1on4nu5 Slicast zh-cn 2026-11-04T14:11:15.000Z 谷歌将为TeraWulf用于开发一座为Anthropic服务的数据中心园区的债务融资提供信用后盾（信用支持）。 https://slicast.com/ko/article/1on4nu5 Slicast ko 2026-11-04T14:11:15.000Z Google는 TeraWulf이 Anthropic의 데이터센터 캠퍼스 개발을 위해 조달하는 부채 금융에 대해 신용 백스톱, 즉 신용 보강을 제공할 예정이다. https://slicast.com/article/1kfd1o4 Slicast en 2026-11-04T14:11:00.000Z Supermicro (SMCI) beat Q1 earnings estimates on large AI deployments and raised its outlook. https://slicast.com/zh/article/1kfd1o4 Slicast zh-cn 2026-11-04T14:11:00.000Z 超微电脑（SMCI）第一季度财报超出预期，主要得益于大规模AI部署，并上调了业绩指引。 https://slicast.com/ko/article/1kfd1o4 Slicast ko 2026-11-04T14:11:00.000Z Supermicro(SMCI)는 대규모 AI 구축 수요에 힘입어 1분기 실적 전망치를 상회했으며, 실적 전망도 상향 조정했다. https://slicast.com/article/r9kj6x Slicast en 2026-11-04T14:10:12.000Z SambaNova and Supermicro announced a strategic collaboration to build AI inference systems combining SambaNova RDUs with GPUs, initially planning for 10,000 SN50 RDUs. https://slicast.com/zh/article/r9kj6x Slicast zh-cn 2026-11-04T14:10:12.000Z SambaNova与超微电脑（Supermicro）宣布建立战略合作，共同打造结合SambaNova RDU与GPU的AI推理系统，初期计划部署10,000颗SN50 RDU。 https://slicast.com/ko/article/r9kj6x Slicast ko 2026-11-04T14:10:12.000Z SambaNova와 Supermicro가 SambaNova RDU와 GPU를 결합한 AI 추론 시스템 구축을 위한 전략적 협력을 발표했다. 초기 계획은 SN50 RDU 10,000개 규모다. https://slicast.com/article/1gkrnpw Slicast en 2026-11-04T14:05:59.000Z Penguin Solutions Announces Agreement to Sell Cree LED to Transom Capital Group https://slicast.com/zh/article/1gkrnpw Slicast zh-cn 2026-11-04T14:05:59.000Z Penguin Solutions宣布同意将Cree LED出售给Transom Capital Group https://slicast.com/article/df6bw0 Slicast en 2026-11-04T14:00:33.000Z OpenAI plans to rebrand its data centers as compute campuses as part of a broader policy and PR push, as anti-data-center sentiment dominates the US midterms. https://slicast.com/zh/article/df6bw0 Slicast zh-cn 2026-11-04T14:00:33.000Z OpenAI计划将其数据中心更名为计算园区，作为更广泛的政策与公关攻势的一部分；当前美国中期选举中，反数据中心运动成为焦点。 https://slicast.com/article/15manro Slicast en 2026-11-04T14:00:00.000Z Microsoft's Q1 earnings call (MSFT) highlighted Azure growth and AI spending. https://slicast.com/zh/article/15manro Slicast zh-cn 2026-11-04T14:00:00.000Z 微软（MSFT）第一季度财报电话会议重点介绍了Azure增长与AI支出情况。 https://slicast.com/ko/article/15manro Slicast ko 2026-11-04T14:00:00.000Z Microsoft의 1분기 실적 발표(MSFT)에서는 Azure 성장과 AI 투자 지출이 주요 내용으로 다뤄졌다. https://slicast.com/article/xyrw6p Slicast en 2026-11-04T14:00:00.000Z AMD's Q3 earnings call highlighted strong AI demand and set out a growth outlook for 2027. https://slicast.com/zh/article/xyrw6p Slicast zh-cn 2026-11-04T14:00:00.000Z 超威半导体（AMD）第三季度财报电话会议重点强调了强劲的AI需求，并给出了2027年增长展望。 https://slicast.com/ko/article/xyrw6p Slicast ko 2026-11-04T14:00:00.000Z AMD의 3분기 실적 발표에서는 강력한 AI 수요가 부각되었으며, 2027년 성장 전망도 제시되었다. https://slicast.com/article/1vkgu9b Slicast en 2026-11-04T14:00:00.000Z Micron outlined a DRAM and NAND roadmap covering 3D NAND, High-NA EUV, new materials, and custom memory types that it expects to go mainstream as AI developers hit the limits of current memory. https://slicast.com/zh/article/1vkgu9b Slicast zh-cn 2026-11-04T14:00:00.000Z 美光科技（Micron）披露了雄心勃勃的DRAM与NAND路线图，涵盖3D NAND、高数值孔径EUV光刻、新材料以及定制化存储器类型；随着AI开发者受限于现有内存性能，这些定制化存储器有望成为主流。 https://slicast.com/ko/article/1vkgu9b Slicast ko 2026-11-04T14:00:00.000Z Micron outlined a DRAM and NAND roadmap covering 3D NAND, High-NA EUV, new materials, and custom memory types that it expects to go mainstream as AI developers hit the limits of current memory. Wait, https://slicast.com/article/dzo2nb Slicast en 2026-11-04T13:58:13.000Z HUMAIN acquires Saudi tech firm CNTXT to expand its enterprise AI services and cloud offerings in Saudi Arabia. https://slicast.com/zh/article/dzo2nb Slicast zh-cn 2026-11-04T13:58:13.000Z HUMAIN收购沙特科技公司CNTXT，以扩大其企业级AI服务和云服务在沙特阿拉伯的业务。 https://slicast.com/ko/article/dzo2nb Slicast ko 2026-11-04T13:58:13.000Z HUMAIN, 사우디 기술 기업 CNTXT를 인수해 사우디아라비아 내 기업용 AI 서비스 및 클라우드 사업을 확대한다. https://slicast.com/article/1k4tdvt Slicast en 2026-11-04T13:35:00.000Z SpaceX Selects Qualcomm to Accelerate Starlink Mobile’s Nationwide 5G Network https://slicast.com/zh/article/1k4tdvt Slicast zh-cn 2026-11-04T13:35:00.000Z SpaceX选择高通加速Starlink Mobile的全国5G网络建设 https://slicast.com/article/15paaps Slicast en 2026-11-04T13:30:00.000Z Reliance Global Group completed its acquisition of Oblivus, marking its entry into the AI infrastructure market. https://slicast.com/zh/article/15paaps Slicast zh-cn 2026-11-04T13:30:00.000Z Reliance Global Group已完成对Oblivus的收购，标志着其正式进入AI基础设施市场。 https://slicast.com/ko/article/15paaps Slicast ko 2026-11-04T13:30:00.000Z Reliance Global Group이 Oblivus 인수를 완료하며 AI 인프라 시장에 진출했다. https://slicast.com/article/10t7wj9 Slicast en 2026-11-04T13:16:14.000Z Cipher Mining shares sank 17% as the Texas election was seen putting AI data-center expansion at risk. https://slicast.com/zh/article/10t7wj9 Slicast zh-cn 2026-11-04T13:16:14.000Z Cipher Mining股价下跌17%，原因是得克萨斯州选举结果被视为使AI数据中心扩张面临风险。 https://slicast.com/ko/article/10t7wj9 Slicast ko 2026-11-04T13:16:14.000Z Cipher Mining 주가는 텍사스 선거 결과가 AI 데이터센터 확장을 위태롭게 할 것으로 보이면서 17% 급락했다. https://slicast.com/article/1bm2hrf Slicast en 2026-11-04T13:15:00.000Z Google is providing credit support for TeraWulf's anticipated borrowing tied to its roughly $19 billion in Anthropic lease commitments. https://slicast.com/zh/article/1bm2hrf Slicast zh-cn 2026-11-04T13:15:00.000Z 谷歌为TeraWulf与约190亿美元Anthropic租约承诺相关的预期借款提供信用支持。 https://slicast.com/ko/article/1bm2hrf Slicast ko 2026-11-04T13:15:00.000Z Google는 TeraWulf가 약 190억 달러 규모의 Anthropic 임대 계약 약정과 관련해 예상하는 차입에 대해 신용 보강을 제공하고 있다. https://slicast.com/article/plrcj3 Slicast en 2026-11-04T13:13:53.000Z Oracle has dropped Tencent as a cloud client, losing a multi-billion-dollar contract, amid growing pressure to reduce US companies' ties to Chinese customers. https://slicast.com/zh/article/plrcj3 Slicast zh-cn 2026-11-04T13:13:53.000Z 甲骨文已放弃腾讯作为云服务客户，失去一份价值数十亿美元的合同，此举发生在美国企业减少与中国客户往来的压力日益增大之际。 https://slicast.com/ko/article/plrcj3 Slicast ko 2026-11-04T13:13:53.000Z Oracle가 중국 기업들과의 거래를 줄이라는 미국 내 압력이 커지는 가운데, 텐센트를 클라우드 고객에서 제외하면서 수십억 달러 규모의 계약을 잃게 됐다. https://slicast.com/article/upmful Slicast en 2026-11-04T13:13:32.000Z Tom's Hardware reports that 45 data-center measures were put on the US midterm ballot, and most voters rejected data-center development in their counties. https://slicast.com/zh/article/upmful Slicast zh-cn 2026-11-04T13:13:32.000Z 据报道，美国中期选举共有45项数据中心相关议题上了选票，多数选民投票反对其所在县的数据中心开发。 https://slicast.com/ko/article/upmful Slicast ko 2026-11-04T13:13:32.000Z 미국 중간선거 투표용지에 데이터센터 관련 법안 45건이 올랐으며, 대다수 유권자가 자신이 거주하는 카운티의 데이터센터 개발에 반대표를 던졌다고 Tom's Hardware가 보도했다. https://slicast.com/article/ysk4mn Slicast en 2026-11-04T13:10:51.000Z Cipher Digital booked its first HPC lease revenue as its Bitcoin mining business fades. https://slicast.com/zh/article/ysk4mn Slicast zh-cn 2026-11-04T13:10:51.000Z Cipher Digital确认首笔高性能计算租赁收入，其比特币挖矿业务随之萎缩。 https://slicast.com/ko/article/ysk4mn Slicast ko 2026-11-04T13:10:51.000Z Cipher Digital은 비트코인 채굴 사업이 쇠퇴하는 가운데 첫 HPC 임대 수익을 인식했다. https://slicast.com/article/3v0360 Slicast en 2026-11-04T13:01:12.000Z Together AI launched Together Compiler for continual optimization of open-source AI models. https://slicast.com/zh/article/3v0360 Slicast zh-cn 2026-11-04T13:01:12.000Z Together AI推出Together Compiler，用于对开源AI模型进行持续优化。 https://slicast.com/article/1mi0tns Slicast en 2026-11-04T13:00:00.000Z Maysville is seeking $50 million under a proposed data center agreement. https://slicast.com/zh/article/1mi0tns Slicast zh-cn 2026-11-04T13:00:00.000Z Maysville寻求5000万美元，用于一项拟议的数据中心协议。 https://slicast.com/article/szc819 Slicast en 2026-11-04T13:00:00.000Z Genius Group Advances ASX Dual Listing, Expands GENIUSpark AI Data Center Initiative to Australia https://slicast.com/zh/article/szc819 Slicast zh-cn 2026-11-04T13:00:00.000Z Genius Group推进ASX双重上市,并将GENIUSpark AI数据中心计划扩展至澳大利亚 https://slicast.com/article/1wroib8 Slicast en 2026-11-04T12:35:35.000Z Aramco's profit rose to $31.2B as it took a 49% stake in Saudi AI firm HUMAIN. https://slicast.com/zh/article/1wroib8 Slicast zh-cn 2026-11-04T12:35:35.000Z 沙特阿美利润升至312亿美元，同时取得沙特AI公司HUMAIN 49%的股份。 https://slicast.com/ko/article/1wroib8 Slicast ko 2026-11-04T12:35:35.000Z Aramco의 순이익이 312억 달러로 증가했으며, 이는 사우디 AI 기업 HUMAIN의 지분 49%를 취득한 데 따른 것이다. https://slicast.com/article/1hv31ne Slicast en 2026-11-04T12:30:37.000Z Google committed $15bn to investment in Malaysian data centers, with the investments occurring during 2027 and 2028. https://slicast.com/zh/article/1hv31ne Slicast zh-cn 2026-11-04T12:30:37.000Z 谷歌承诺在马来西亚数据中心投资150亿美元，投资将于2027年和2028年进行。 https://slicast.com/ko/article/1hv31ne Slicast ko 2026-11-04T12:30:37.000Z Google는 말레이시아 데이터센터에 150억 달러를 투자하기로 약속했으며, 해당 투자는 2027년과 2028년에 걸쳐 이루어질 예정이다. https://slicast.com/article/vaesx2 Slicast en 2026-11-04T12:29:59.000Z JPMorgan is leading an A$715m offer by Goodman Group and Digital Realty for a stake in the struggling NextDC. https://slicast.com/zh/article/vaesx2 Slicast zh-cn 2026-11-04T12:29:59.000Z 摩根大通牵头，古德曼集团与Digital Realty拟以A$715m收购陷入困境的NextDC部分股权。 https://slicast.com/ko/article/vaesx2 Slicast ko 2026-11-04T12:29:59.000Z JP모건은 굿맨 그룹(Goodman Group)과 디지털 리얼티(Digital Realty)가 부진을 겪고 있는 NextDC 지분 인수를 위해 제시한 7억 1,500만 호주달러 규모 인수 제안을 주도하고 있다. https://slicast.com/article/1ojy0w7 Slicast en 2026-11-04T12:20:29.000Z Portugal's government is drafting new rules that would require data centers to be powered by renewable energy, with the legislation being finalized. https://slicast.com/zh/article/1ojy0w7 Slicast zh-cn 2026-11-04T12:20:29.000Z 葡萄牙政府正在起草新规，要求数据中心使用可再生能源供电，相关立法正在最终确定中。 https://slicast.com/ko/article/1ojy0w7 Slicast ko 2026-11-04T12:20:29.000Z 포르투갈 정부는 데이터센터가 재생에너지로 가동되도록 의무화하는 새로운 규정을 마련 중이며, 관련 법안은 최종 단계에 있다. https://slicast.com/article/zp0mnt Slicast en 2026-11-04T12:19:54.000Z GlobalFoundries reported its third-quarter 2026 financial results. https://slicast.com/zh/article/zp0mnt Slicast zh-cn 2026-11-04T12:19:54.000Z 格芯公布2026年第三季度财务业绩。 https://slicast.com/article/10vze4s Slicast en 2026-11-04T12:00:00.000Z QUALCOMM INC/DE files 8-K: results of operations https://slicast.com/zh/article/10vze4s Slicast zh-cn 2026-11-04T12:00:00.000Z QUALCOMM INC/DE 提交 8-K：重大事件 https://slicast.com/article/118n8ga Slicast en 2026-11-04T12:00:00.000Z COHERENT CORP. files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/118n8ga Slicast zh-cn 2026-11-04T12:00:00.000Z COHERENT CORP. 提交 8-K：重大事件 https://slicast.com/article/1ekcy2h Slicast en 2026-11-04T12:00:00.000Z QUALCOMM INC/DE files 10-K: annual report (10-K) https://slicast.com/zh/article/1ekcy2h Slicast zh-cn 2026-11-04T12:00:00.000Z QUALCOMM INC/DE 提交 10-K：年度报告(10-K) https://slicast.com/article/1ir5814 Slicast en 2026-11-04T12:00:00.000Z COHERENT CORP. files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1ir5814 Slicast zh-cn 2026-11-04T12:00:00.000Z COHERENT CORP. 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1kb4iap Slicast en 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1kb4iap Slicast zh-cn 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1obrvkf Slicast en 2026-11-04T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1obrvkf Slicast zh-cn 2026-11-04T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/1vd95fx Slicast en 2026-11-04T12:00:00.000Z ORACLE CORP files 424B2: prospectus (424B) https://slicast.com/zh/article/1vd95fx Slicast zh-cn 2026-11-04T12:00:00.000Z ORACLE CORP 提交 424B2：招股说明书(424B) https://slicast.com/article/1wymqld Slicast en 2026-11-04T12:00:00.000Z MICROSOFT CORP files 8-K: other material event https://slicast.com/zh/article/1wymqld Slicast zh-cn 2026-11-04T12:00:00.000Z MICROSOFT CORP 提交 8-K：重大事件 https://slicast.com/article/25lqgl Slicast en 2026-11-04T12:00:00.000Z Astera Labs files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/25lqgl Slicast zh-cn 2026-11-04T12:00:00.000Z Astera Labs 提交 10-Q：季度报告(10-Q) https://slicast.com/article/4walro Slicast en 2026-11-04T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/4walro Slicast zh-cn 2026-11-04T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/article/88hu9y Slicast en 2026-11-04T12:00:00.000Z Alphabet files 424B2: prospectus (424B) https://slicast.com/zh/article/88hu9y Slicast zh-cn 2026-11-04T12:00:00.000Z Alphabet 提交 424B2：招股说明书(424B) https://slicast.com/article/a69btg Slicast en 2026-11-04T12:00:00.000Z ADVANCED MICRO DEVICES INC files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/a69btg Slicast zh-cn 2026-11-04T12:00:00.000Z ADVANCED MICRO DEVICES INC 提交 10-Q：季度报告(10-Q) https://slicast.com/article/aj53e9 Slicast en 2026-11-04T12:00:00.000Z TERAWULF INC. files 8-K: entry into a material agreement, Regulation FD disclosure, other material event https://slicast.com/zh/article/aj53e9 Slicast zh-cn 2026-11-04T12:00:00.000Z TERAWULF INC. 提交 8-K：重大事件 https://slicast.com/article/gwjib4 Slicast en 2026-11-04T12:00:00.000Z ORACLE CORP files 424B5: prospectus (424B) https://slicast.com/zh/article/gwjib4 Slicast zh-cn 2026-11-04T12:00:00.000Z ORACLE CORP 提交 424B5：招股说明书(424B) https://slicast.com/article/mwd2sn Slicast en 2026-11-04T12:00:00.000Z Arista Networks files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/mwd2sn Slicast zh-cn 2026-11-04T12:00:00.000Z Arista Networks 提交 10-Q：季度报告(10-Q) https://slicast.com/article/p4qxru Slicast en 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/p4qxru Slicast zh-cn 2026-11-04T12:00:00.000Z ARM HOLDINGS PLC /UK 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/iix20g Slicast en 2026-11-04T11:45:00.000Z What Happens When a Data Center in Space Breaks Down? https://slicast.com/zh/article/iix20g Slicast zh-cn 2026-11-04T11:45:00.000Z 太空数据中心故障时会怎样? https://slicast.com/article/v9f7wa Slicast en 2026-11-04T11:44:07.000Z Broadcom stock is reported to have gained $63 billion in AI financing backing tied to Anthropic. https://slicast.com/zh/article/v9f7wa Slicast zh-cn 2026-11-04T11:44:07.000Z 据报道，博通股价因与Anthropic相关的AI融资支持而上涨630亿美元。 https://slicast.com/ko/article/v9f7wa Slicast ko 2026-11-04T11:44:07.000Z Broadcom 주가는 Anthropic과 연계된 AI 자금 조달 규모가 630억 달러에 이른다는 보도로 상승한 것으로 전해졌다. https://slicast.com/article/1x8jc3q Slicast en 2026-11-04T11:27:00.000Z 2026 Data Center Announcements Pass All of 2025 as Local Restrictions Spread to 42 States https://slicast.com/zh/article/1x8jc3q Slicast zh-cn 2026-11-04T11:27:00.000Z 2026年数据中心公告数量超过2025年全年,本地限制已蔓延至42个州 https://slicast.com/article/uwvqmy Slicast en 2026-11-04T11:22:00.000Z Anthropic's IPO filing shows the risky financial mechanics behind its vision of massive AI compute, giving the first detailed public view of how a leading frontier lab funds its infrastructure. https://slicast.com/zh/article/uwvqmy Slicast zh-cn 2026-11-04T11:22:00.000Z Anthropic的IPO申请文件揭示了其大规模AI算力愿景背后的高风险财务机制,首次公开展现了一家领先前沿AI实验室如何为其基础设施提供资金的详细情况。 https://slicast.com/ko/article/uwvqmy Slicast ko 2026-11-04T11:22:00.000Z Anthropic의 IPO 신고서는 대규모 AI 컴퓨팅에 대한 회사의 비전 이면에 있는 위험한 재무 구조를 보여주며, 선도적인 프런티어 연구소가 인프라 자금을 어떻게 조달하는지에 대한 첫 번째 상세한 공개 자료를 제공한다. https://slicast.com/article/39ug8r Slicast en 2026-11-04T10:53:49.000Z Pure DC Unveils ~$2Billion Financing Framework to Scale Its https://slicast.com/zh/article/39ug8r Slicast zh-cn 2026-11-04T10:53:49.000Z Pure DC推出约20亿美元融资框架,以扩大其规模 https://slicast.com/article/zstt3f Slicast en 2026-11-04T10:15:00.000Z Oracle has scrapped a $7 billion AI chip leasing deal with Tencent, reportedly under U.S. government pressure. https://slicast.com/zh/article/zstt3f Slicast zh-cn 2026-11-04T10:15:00.000Z Oracle 据报道在美国政府施压下，取消了与腾讯价值70亿美元的AI芯片租赁交易。 https://slicast.com/ko/article/zstt3f Slicast ko 2026-11-04T10:15:00.000Z Oracle, 미국 정부의 압박으로 알려진 가운데 Tencent와의 70억 달러 규모 AI 칩 임대 계약을 철회했다. https://slicast.com/article/1u7m3vg Slicast en 2026-11-03T21:30:00.000Z WhiteFiber Completes Acquisition of Two North Carolina Data Center Development Sites and Provides NC-1 Update https://slicast.com/zh/article/1u7m3vg Slicast zh-cn 2026-11-03T21:30:00.000Z WhiteFiber完成收购北卡罗来纳州两处数据中心开发场地,并提供NC-1项目进展更新 https://slicast.com/article/u09l2s Slicast en 2026-11-03T21:15:00.000Z AMD Reports Third Quarter 2026 Financial Results https://slicast.com/zh/article/u09l2s Slicast zh-cn 2026-11-03T21:15:00.000Z AMD发布2026年第三季度财务业绩 https://slicast.com/article/16aynsv Slicast en 2026-11-03T21:12:00.000Z DeepSeek orders 160,000 Huawei Ascend 950DT chips for deployment in Ulanqab, Inner Mongolia, a 1GW data center; use for pretraining is disputed https://slicast.com/zh/article/16aynsv Slicast zh-cn 2026-11-03T21:12:00.000Z DeepSeek 订购 16 万片华为昇腾 950DT 于内蒙古乌兰察布部署，1GW 数据中心，预训练用途存争议 https://slicast.com/ko/article/16aynsv Slicast ko 2026-11-03T21:12:00.000Z DeepSeek, 내몽골 울란차브 소재 1GW 규모 데이터센터 배치를 위해 Huawei Ascend 950DT 칩 160,000개 주문; 사전학습 용도 사용 여부는 논란 중 https://slicast.com/article/1ypmpw2 Slicast en 2026-11-03T21:11:00.000Z Kori Nuclear Units 3 and 4 in South Korea receive life extension approval, adding 1,900MW, with startup expected in the first half of 2027. https://slicast.com/zh/article/1ypmpw2 Slicast zh-cn 2026-11-03T21:11:00.000Z 韩国古里核电 3、4 号机组获批延役，新增 1,900MW，2027 年上半年上线 https://slicast.com/ko/article/1ypmpw2 Slicast ko 2026-11-03T21:11:00.000Z 고리 3·4호기 원자력 발전소 계속운전 승인, 1,900MW 추가 공급… 2027년 상반기 재가동 예정 https://slicast.com/article/1licoom Slicast en 2026-11-03T21:10:00.000Z Ballot measures in 10 U.S. states address data center development policy; 28 of the 41 measures are restrictive, and results are being released progressively. https://slicast.com/zh/article/1licoom Slicast zh-cn 2026-11-03T21:10:00.000Z 美国 10 州选票涉及数据中心建设政策，41 项措施中 28 项为限制性，结果正陆续出炉 https://slicast.com/ko/article/1licoom Slicast ko 2026-11-03T21:10:00.000Z 미국 10개 주의 주민투표 안건이 데이터센터 개발 정책을 다루고 있으며, 41개 안건 가운데 28개가 규제 성격을 띠고 있다. 결과는 순차적으로 발표되고 있다. https://slicast.com/article/7rc07r Slicast en 2026-11-03T21:09:00.000Z Brookfield and Radiant, together with Drax, plan a £20 billion AI data centre campus in North Yorkshire, UK; Drax shares rose 8% https://slicast.com/zh/article/7rc07r Slicast zh-cn 2026-11-03T21:09:00.000Z Brookfield/Radiant 联合 Drax 在英国北约克郡规划 £200 亿 AI 数据中心园区，Drax 股价涨 8% https://slicast.com/ko/article/7rc07r Slicast ko 2026-11-03T21:09:00.000Z Brookfield와 Radiant은 Drax와 함께 영국 노스요크셔에 200억 파운드 규모의 AI 데이터센터 캠퍼스를 추진할 계획이며, 이 소식에 Drax 주가는 8% 상승했다. https://slicast.com/article/sl0183 Slicast en 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 Bandwidth Quietly Drops 13%; HGX NVL8 Falls 26%, Potentially Opening the Door for AMD Helios https://slicast.com/zh/article/sl0183 Slicast zh-cn 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 带宽悄降 13%，HGX NVL8 降幅达 26%，AMD Helios 或乘势超越 https://slicast.com/ko/article/sl0183 Slicast ko 2026-11-03T21:08:00.000Z NVIDIA Vera Rubin HBM4 대역폭 13% 하락 조용히 확인…HGX NVL8 26% 하락, AMD Helios에 기회 열릴 가능성 https://slicast.com/article/l1a10n Slicast en 2026-11-03T21:07:00.000Z Elon Musk warns that more than 200 neoclouds face a "death by small fish" shakeout as debt markets have all but shut off financing channels https://slicast.com/zh/article/l1a10n Slicast zh-cn 2026-11-03T21:07:00.000Z Elon Musk 警告 200 余家 neocloud 将遭"小鱼死亡"式洗牌，债市已几乎关闭融资渠道 https://slicast.com/ko/article/l1a10n Slicast ko 2026-11-03T21:07:00.000Z Elon Musk는 자금 조달 경로가 사실상 막히면서 200여 개 이상의 네오클라우드가 "작은 물고기에 의한 죽음(death by small fish)"이라는 도태 국면에 직면할 것이라고 경고했다. https://slicast.com/article/1hpta94 Slicast en 2026-11-03T21:05:00.000Z Nebius Q3 earnings also on November 10: Q2 revenue of $582 million (up 454% YoY), Q3 guidance of $906 million https://slicast.com/zh/article/1hpta94 Slicast zh-cn 2026-11-03T21:05:00.000Z Nebius Q3 财报同在 11 月 10 日：Q2 营收 $5.82 亿（同比+454%），Q3 预期 $9.06 亿 https://slicast.com/ko/article/1hpta94 Slicast ko 2026-11-03T21:05:00.000Z Nebius 3분기 실적도 11월 10일 발표 예정: 2분기 매출 5억 8,200만 달러(전년 대비 454% 증가), 3분기 가이던스 9억 600만 달러 https://slicast.com/article/cjbqwi Slicast en 2026-11-03T21:05:00.000Z Supermicro Announces First Quarter of Fiscal Year 2027 Financial Results https://slicast.com/zh/article/cjbqwi Slicast zh-cn 2026-11-03T21:05:00.000Z Supermicro发布2027财年第一季度财务业绩 https://slicast.com/article/xzo0ry Slicast en 2026-11-03T21:04:00.000Z IREN Climbs Against the Trend Ahead of Q1 Earnings on Nov. 5, Seen as Key Test for Neocloud Divergence https://slicast.com/zh/article/xzo0ry Slicast zh-cn 2026-11-03T21:04:00.000Z IREN 逆势冲高，明日（11/5）Q1 财报将成 neocloud 分化关键检验 https://slicast.com/ko/article/xzo0ry Slicast ko 2026-11-03T21:04:00.000Z IREN, 11월 5일 1분기 실적 발표를 앞두고 역행 상승, 네오클라우드 간 차별화의 핵심 시험대로 주목 https://slicast.com/article/178a2ag Slicast en 2026-11-03T21:02:00.000Z CoreWeave Hits Record Low Since Nasdaq Listing, Down 44% Month-to-Date to $49.92; Q3 Earnings Due November 10 https://slicast.com/zh/article/178a2ag Slicast zh-cn 2026-11-03T21:02:00.000Z CoreWeave 创 Nasdaq 上市以来历史新低，月跌 44% 至 $49.92，Q3 财报 11 月 10 日揭盅 https://slicast.com/ko/article/178a2ag Slicast ko 2026-11-03T21:02:00.000Z CoreWeave, 나스닥 상장 이후 최저치 경신…월초 대비 44% 하락한 49.92달러; 3분기 실적 발표는 11월 10일 https://slicast.com/article/qnfg30 Slicast en 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex of $45.2 billion came in below expectations, while Nadella dismissed neocloud as "not a business," and the sector was hit by a double blow. https://slicast.com/zh/article/qnfg30 Slicast zh-cn 2026-11-03T21:01:00.000Z Microsoft Q1 FY27 capex $452 亿低于预期，Nadella 直斥 neocloud"不是门生意"，板块遭双重打击 https://slicast.com/ko/article/qnfg30 Slicast ko 2026-11-03T21:01:00.000Z Microsoft 27회계연도 1분기 설비투자(capex)는 452억 달러로 시장 예상을 밑돌았으며, 나델라 CEO는 네오클라우드를 "사업이 아니다"라고 일축했다. 이에 업계는 이중 악재에 직면했다. https://slicast.com/commentary/huawei-2026-11-03 Slicast en 2026-11-03T20:59:43.255Z Huawei Ascend vs Nvidia: China AI Chip Market Share, November 2026 https://slicast.com/zh/commentary/huawei-2026-11-03 Slicast zh-cn 2026-11-03T20:59:43.255Z 华为昇腾与英伟达：中国AI芯片市场份额对比，2026年11月 https://slicast.com/commentary/tensorwave-2026-11-03 Slicast en 2026-11-03T20:43:46.537Z TensorWave–Fermi $6.5B Lease Misses Closing Deadline, November 2026 https://slicast.com/zh/commentary/tensorwave-2026-11-03 Slicast zh-cn 2026-11-03T20:43:46.537Z TensorWave与Fermi 65亿美元租约错过交割截止日，2026年11月 https://slicast.com/commentary/terawulf-2026-11-03 Slicast en 2026-11-03T20:37:51.692Z TeraWulf (WULF): Credit Expansion and 1 GW Muskie Build-Out, November 2026 https://slicast.com/zh/commentary/terawulf-2026-11-03 Slicast zh-cn 2026-11-03T20:37:51.692Z TeraWulf（WULF）：信贷额度扩张与Muskie园区1吉瓦建设，2026年11月 https://slicast.com/commentary/bloom-energy-2026-11-03 Slicast en 2026-11-03T20:28:35.709Z Bloom Energy AI Data Center Power Deals, November 2026 https://slicast.com/zh/commentary/bloom-energy-2026-11-03 Slicast zh-cn 2026-11-03T20:28:35.709Z Bloom Energy AI数据中心供电协议，2026年11月 https://slicast.com/commentary/applied-digital-2026-11-03 Slicast en 2026-11-03T20:17:11.381Z Applied Digital APLD: $36B Contract Backlog vs. Financing Pressure, November 2026 https://slicast.com/zh/commentary/applied-digital-2026-11-03 Slicast zh-cn 2026-11-03T20:17:11.381Z Applied Digital APLD：360亿美元合同储备与融资压力之争，2026年11月 https://slicast.com/brief/2026-11-04 Slicast en 2026-11-03T20:08:22.620Z Latest AI Infrastructure News: November 4, 2026 https://slicast.com/zh/brief/2026-11-04 Slicast zh-cn 2026-11-03T20:08:22.620Z AI 基础设施新闻早报 · 2026年11月4日 https://slicast.com/ko/brief/2026-11-04 Slicast ko 2026-11-03T20:08:22.620Z 최신 AI 인프라 뉴스 · 2026년 11월 4일 https://slicast.com/article/1fyppff Slicast en 2026-11-03T19:47:34.000Z Futurism reports that OpenAI wants to change the name of its data centers, though the proposed new name is not stated in the available text. https://slicast.com/zh/article/1fyppff Slicast zh-cn 2026-11-03T19:47:34.000Z Futurism报道称，OpenAI希望更改其数据中心的名称，但现有文本未说明拟定的新名称。 https://slicast.com/ko/article/1fyppff Slicast ko 2026-11-03T19:47:34.000Z OpenAI가 데이터센터의 명칭을 바꾸려 한다고 Futurism이 보도했다. 다만 제안된 새 명칭은 현재 확인 가능한 텍스트에 나와 있지 않다. https://slicast.com/article/1dod33b Slicast en 2026-11-03T19:46:46.000Z Hyperion Research reports nearly 20% growth in the HPC and AI-for-Science server market, with Dell taking the lead from HPE in its latest on-premises server revenue update. https://slicast.com/zh/article/1dod33b Slicast zh-cn 2026-11-03T19:46:46.000Z Hyperion Research报告称，高性能计算与面向科学的人工智能服务器市场增长近20%，在其最新的本地部署服务器收入更新中，Dell已超越HPE位居第一。 https://slicast.com/ko/article/1dod33b Slicast ko 2026-11-03T19:46:46.000Z Hyperion Research는 HPC 및 AI-for-Science 서버 시장이 거의 20% 성장했다고 발표했으며, 최신 온프레미스 서버 매출 업데이트에서 Dell이 HPE를 제치고 선두에 올랐다. https://slicast.com/article/5p6wlo Slicast en 2026-11-03T18:43:11.000Z TrendForce says Marvell's buy of Lumentum threatens Broadcom's lead in AI optics. https://slicast.com/zh/article/5p6wlo Slicast zh-cn 2026-11-03T18:43:11.000Z 集邦咨询（TrendForce）称，迈威尔收购Lumentum将威胁博通在人工智能光学领域的领先地位。 https://slicast.com/ko/article/5p6wlo Slicast ko 2026-11-03T18:43:11.000Z TrendForce에 따르면 Marvell의 Lumentum 인수는 AI 광학 부문에서 Broadcom의 선두 지위를 위협하고 있다. https://slicast.com/article/1dj92pn Slicast en 2026-11-03T18:30:42.000Z Adelaide Now reports a 'shock shift' is paving the way for a South Australian nuclear power push, with no further details in the available text. https://slicast.com/zh/article/1dj92pn Slicast zh-cn 2026-11-03T18:30:42.000Z Adelaide Now报道称，一次突然转向正在为南澳大利亚的核电推进铺路，现有文本未提供更多细节。 https://slicast.com/ko/article/1dj92pn Slicast ko 2026-11-03T18:30:42.000Z Adelaide Now은 "충격적 전환"이 남호주 원자력 발전 추진의 길을 열고 있다고 보도했으나, 현재 이용 가능한 텍스트에는 추가 세부 내용이 없다. https://slicast.com/article/q67zc4 Slicast en 2026-11-03T18:20:21.000Z TIKR.com cites a $1.5 trillion gap between hyperscalers' AI spending and their cash generation. https://slicast.com/zh/article/q67zc4 Slicast zh-cn 2026-11-03T18:20:21.000Z TIKR.com援引1.5万亿美元的缺口，指出超大规模云服务商的人工智能支出与其现金流之间存在差距。 https://slicast.com/ko/article/q67zc4 Slicast ko 2026-11-03T18:20:21.000Z TIKR.com은 하이퍼스케일러들의 AI 투자 지출과 현금 창출 능력 사이에 1조 5천억 달러의 격차가 있다고 밝혔다. https://slicast.com/article/1f0exr2 Slicast en 2026-11-03T18:16:37.000Z Dan Niles warns that Micron's real risk is China's CXMT targeting 20% by 2028, according to TIKR.com. https://slicast.com/zh/article/1f0exr2 Slicast zh-cn 2026-11-03T18:16:37.000Z Dan Niles警告称，美光的真正风险在于中国的长鑫存储（CXMT）目标在2028年达到20%的份额，相关报道来自TIKR.com。 https://slicast.com/ko/article/1f0exr2 Slicast ko 2026-11-03T18:16:37.000Z Dan Niles는 TIKR.com을 인용해, Micron의 실질적 위험은 중국 CXMT가 2028년까지 20% 점유율을 목표로 하고 있다는 점이라고 경고했다. https://slicast.com/article/2yczg8 Slicast en 2026-11-03T18:13:20.000Z Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure https://slicast.com/zh/article/2yczg8 Slicast zh-cn 2026-11-03T18:13:20.000Z Tower Semiconductor与Innolight推进面向AI基础设施的高性能近封装光学技术 https://slicast.com/article/1oui1za Slicast en 2026-11-03T18:12:04.000Z Supermicro will build and sell AI inference systems powered by SambaNova, according to Unite.AI. https://slicast.com/zh/article/1oui1za Slicast zh-cn 2026-11-03T18:12:04.000Z Supermicro将建造并销售由SambaNova驱动的人工智能推理系统，相关报道来自Unite.AI。 https://slicast.com/ko/article/1oui1za Slicast ko 2026-11-03T18:12:04.000Z Supermicro, Unite.AI에 따르면 SambaNova 기반의 AI 추론 시스템을 설계하고 판매할 예정이다. https://slicast.com/article/1m377pv Slicast en 2026-11-03T18:11:15.000Z An AI CEO warns that Chinese labs could use free models to 'start selling chips' against Nvidia, according to TIKR.com. https://slicast.com/zh/article/1m377pv Slicast zh-cn 2026-11-03T18:11:15.000Z 一位人工智能公司CEO警告称，中国实验室可能借助免费模型开始销售芯片，与英伟达展开竞争，相关报道来自TIKR.com。 https://slicast.com/ko/article/1m377pv Slicast ko 2026-11-03T18:11:15.000Z AI CEO가 중국 연구소들이 무료 모델을 활용해 Nvidia에 맞서 "칩 판매에 나설" 수 있다고 경고했다고 TIKR.com이 보도했다. https://slicast.com/article/qr92hr Slicast en 2026-11-03T18:05:56.000Z Coinpaper reports that Nvidia has reportedly ordered its AI data center partners to reduce their China exposure. https://slicast.com/zh/article/qr92hr Slicast zh-cn 2026-11-03T18:05:56.000Z Coinpaper报道称，英伟达据报道已要求其人工智能数据中心合作伙伴降低在中国的业务敞口。 https://slicast.com/ko/article/qr92hr Slicast ko 2026-11-03T18:05:56.000Z Coinpaper는 엔비디아가 AI 데이터센터 파트너사들에게 중국 관련 노출을 줄이라고 지시한 것으로 전해졌다고 보도했다. https://slicast.com/article/fzokpw Slicast en 2026-11-03T18:00:00.000Z TheStreet reports that Nvidia's new 51% rule could shut China's backdoor route to AI chips, although the text does not describe the exact test behind the rule. https://slicast.com/zh/article/fzokpw Slicast zh-cn 2026-11-03T18:00:00.000Z TheStreet报道称，英伟达的新'51%'规则可能切断中国获取人工智能芯片的后门渠道。 https://slicast.com/ko/article/fzokpw Slicast ko 2026-11-03T18:00:00.000Z TheStreet은 Nvidia의 새로운 51% 규정이 중국의 AI 칩 우회 경로를 차단할 수 있다고 보도했으나, 해당 규정의 구체적인 판단 기준은 기사에 설명되어 있지 않다. https://slicast.com/article/q5jcii Slicast en 2026-11-03T18:00:00.000Z OilPrice.com reports that Brazil's data-center push hinges on gas rules, grid access and a new Congress. https://slicast.com/zh/article/q5jcii Slicast zh-cn 2026-11-03T18:00:00.000Z OilPrice.com报道称，巴西数据中心的推进取决于天然气规则、电网接入以及新一届国会。 https://slicast.com/ko/article/q5jcii Slicast ko 2026-11-03T18:00:00.000Z 브라질의 데이터센터 확대는 가스 규제, 전력망 접근성, 그리고 새로운 의회 구성에 달려 있다고 OilPrice.com이 보도했다. https://slicast.com/article/qo62d5 Slicast en 2026-11-03T17:50:51.000Z Morgan Stanley sees US data center costs climbing to $49B per gigawatt. https://slicast.com/zh/article/qo62d5 Slicast zh-cn 2026-11-03T17:50:51.000Z 摩根士丹利预计，美国数据中心的建设成本将升至每吉瓦490亿美元。 https://slicast.com/ko/article/qo62d5 Slicast ko 2026-11-03T17:50:51.000Z Morgan Stanley는 미국 데이터센터 비용이 기가와트당 490억 달러까지 상승할 것으로 내다봤다. https://slicast.com/article/kv51x2 Slicast en 2026-11-03T17:38:12.000Z OpenAI has introduced the Grid Protectors Program, though the available text does not describe its terms. https://slicast.com/zh/article/kv51x2 Slicast zh-cn 2026-11-03T17:38:12.000Z OpenAI推出了Grid Protectors Program，现有文本未说明其具体条款。 https://slicast.com/ko/article/kv51x2 Slicast ko 2026-11-03T17:38:12.000Z OpenAI가 Grid Protectors Program을 도입했지만, 제공된 텍스트에는 그 조건이 설명되어 있지 않습니다. https://slicast.com/article/14jn5vn Slicast en 2026-11-03T17:28:17.000Z California Resources and Bloom Energy eye 1GW of fuel cells across California to power data centers and other offtakers, and intend to couple the systems with carbon capture and storage. https://slicast.com/zh/article/14jn5vn Slicast zh-cn 2026-11-03T17:28:17.000Z California Resources与Bloom Energy计划在加州部署1吉瓦燃料电池，为数据中心及其他用电方供电，并拟将系统与碳捕集与封存相结合。 https://slicast.com/ko/article/14jn5vn Slicast ko 2026-11-03T17:28:17.000Z California Resources와 Bloom Energy는 데이터센터 및 기타 전력 수요처에 전력을 공급하기 위해 캘리포니아 전역에 1GW 규모의 연료전지를 구축하는 것을 목표로 하고 있으며, 이 시스템을 탄소 포집·저장(CCS)과 연계할 계획이다. https://slicast.com/article/cwz302 Slicast en 2026-11-03T17:26:06.000Z Data Center Knowledge says Trump's onsite power push highlights that most AI data centers will likely need hybrid energy strategies rather than fully off-grid designs. https://slicast.com/zh/article/cwz302 Slicast zh-cn 2026-11-03T17:26:06.000Z Data Center Knowledge指出，特朗普推动的现场供电政策表明，大多数人工智能数据中心可能需要混合能源策略，而非完全脱离电网的设计。 https://slicast.com/ko/article/cwz302 Slicast ko 2026-11-03T17:26:06.000Z Data Center Knowledge에 따르면, 트럼프 행정부의 현장 전력 확보 추진은 대부분의 AI 데이터센터가 완전한 오프그리드 설계보다는 하이브리드 에너지 전략을 채택해야 할 가능성이 높다는 점을 부각하고 있다. https://slicast.com/article/lpzdj1 Slicast en 2026-11-03T17:25:59.000Z Samsung SDS has broken ground on its Gumi AI Data Center in South Korea, which will eventually offer 120MW. https://slicast.com/zh/article/lpzdj1 Slicast zh-cn 2026-11-03T17:25:59.000Z 三星SDS已在韩国Gumi动工建设Gumi AI Data Center，该设施最终将提供120兆瓦容量。 https://slicast.com/ko/article/lpzdj1 Slicast ko 2026-11-03T17:25:59.000Z Samsung SDS가 한국 구미에서 AI 데이터센터 착공에 들어갔으며, 완공 시 120MW 규모의 용량을 제공할 예정이다. https://slicast.com/article/174n1n8 Slicast en 2026-11-03T17:16:00.000Z Fireworks is expanding its European capacity with NVIDIA Vera Rubin and Grace Blackwell Platforms. https://slicast.com/zh/article/174n1n8 Slicast zh-cn 2026-11-03T17:16:00.000Z Fireworks 正在扩充其欧洲算力容量，将部署英伟达的 Vera Rubin 与 Grace Blackwell 平台。 https://slicast.com/ko/article/174n1n8 Slicast ko 2026-11-03T17:16:00.000Z Fireworks, NVIDIA Vera Rubin 및 Grace Blackwell 플랫폼을 활용해 유럽 내 생성형 AI 처리 역량을 확대하고 있다. https://slicast.com/article/1y3m4j3 Slicast en 2026-11-03T17:09:40.000Z According to Sharecast.com, a strategic partnership has been struck for a GW-scale data centre. https://slicast.com/zh/article/1y3m4j3 Slicast zh-cn 2026-11-03T17:09:40.000Z 据 Sharecast.com 报道，一项针对吉瓦级数据中心的战略合作伙伴关系已经达成。 https://slicast.com/ko/article/1y3m4j3 Slicast ko 2026-11-03T17:09:40.000Z Sharecast.com에 따르면, GW 규모 데이터센터를 위한 전략적 파트너십이 체결되었다. https://slicast.com/article/1jzkh92 Slicast en 2026-11-03T17:00:39.000Z ECL CSC1, a 35MW AI data center in Northern California, is fully leased as inference-scale colocation demand outpaces grid-connected development. https://slicast.com/zh/article/1jzkh92 Slicast zh-cn 2026-11-03T17:00:39.000Z 位于北加利福尼亚州的 ECL CSC1 是一座 35兆瓦的人工智能数据中心，已全部租出，推理规模的主机托管需求超过了并网开发的速度。 https://slicast.com/ko/article/1jzkh92 Slicast ko 2026-11-03T17:00:39.000Z ECL CSC1은 북부 캘리포니아에 위치한 35MW 규모의 AI 데이터센터로, 추론 규모 colocation 수요가 계통 연계 개발 속도를 앞지르면서 전량 임대된 상태다. https://slicast.com/article/n0u6l Slicast en 2026-11-03T17:00:00.000Z Former FERC Chairman Mark Christie argues the Senate permitting bill holds promise but needs targeted amendments to limit the consequences of its overreaching provisions. https://slicast.com/zh/article/n0u6l Slicast zh-cn 2026-11-03T17:00:00.000Z 前 FERC 主席 Mark Christie 认为，参议院审批改革法案有其价值，但需要进行针对性修订，以减轻其过度扩张条款的负面影响。 https://slicast.com/ko/article/n0u6l Slicast ko 2026-11-03T17:00:00.000Z 전 FERC 위원장 마크 크리스티는 상원의 허가 법안이 가능성을 지니고 있으나, 과도하게 광범위한 조항의 파급력을 제한하려면 표적화된 수정이 필요하다고 주장했다. https://slicast.com/article/1iz5y0y Slicast en 2026-11-03T16:49:41.000Z OpenAI has rebranded its data centers as 'Compute Campuses'. https://slicast.com/zh/article/1iz5y0y Slicast zh-cn 2026-11-03T16:49:41.000Z OpenAI 已将其数据中心更名为“Compute Campuses”。 https://slicast.com/ko/article/1iz5y0y Slicast ko 2026-11-03T16:49:41.000Z OpenAI는 데이터센터의 명칭을 'Compute Campuses'로 변경했다. https://slicast.com/article/1kqyndi Slicast en 2026-11-03T16:38:23.000Z Aramco has acquired a 49% stake in Humain, with Saudi Arabia's PIF retaining 51%. https://slicast.com/zh/article/1kqyndi Slicast zh-cn 2026-11-03T16:38:23.000Z 沙特阿美收购了沙特 Humain 的 49% 股权，PIF 保留 51% 股份。 https://slicast.com/ko/article/1kqyndi Slicast ko 2026-11-03T16:38:23.000Z Aramco가 Humain의 지분 49%를 인수했으며, 사우디아라비아 PIF는 51%를 보유하고 있다. https://slicast.com/article/1kzanis Slicast en 2026-11-03T16:37:54.000Z An analysis finds Smartbird, the former Allbirds shoe brand that pivoted to an AI neocloud, is now worth less than before, as its two rebrands produced only temporary stock boosts. https://slicast.com/zh/article/1kzanis Slicast zh-cn 2026-11-03T16:37:54.000Z 一项分析发现，由 Allbirds 鞋履品牌转型而来的 Smartbird 如今市值已低于转型前，两次更名带来的股价提振均为暂时性的。 https://slicast.com/ko/article/1kzanis Slicast ko 2026-11-03T16:37:54.000Z Smartbird(전 Allbirds 신발 브랜드로, AI 네오클라우드 사업으로 전환)의 기업가치가 이전보다 낮아졌다는 분석이 나왔다. 두 차례의 리브랜딩은 일시적인 주가 상승만 가져왔을 뿐이라는 평가다. https://slicast.com/article/qx83z7 Slicast en 2026-11-03T16:33:20.000Z E2E Networks has launched Blaze, a pay-per-token AI inference service on India's Sovereign AI Factory. https://slicast.com/zh/article/qx83z7 Slicast zh-cn 2026-11-03T16:33:20.000Z E2E Networks 推出了 Blaze，在印度的 Sovereign AI Factory 上提供按词元计费的人工智能推理服务。 https://slicast.com/ko/article/qx83z7 Slicast ko 2026-11-03T16:33:20.000Z E2E Networks가 인도의 Sovereign AI Factory에서 종량제 토큰 방식의 AI 추론 서비스 Blaze를 출시했다. https://slicast.com/article/1lntstq Slicast en 2026-11-03T16:32:27.000Z Nvidia is moving to restrict China's access to AI computing as the US-China tech rivalry intensifies. https://slicast.com/zh/article/1lntstq Slicast zh-cn 2026-11-03T16:32:27.000Z 英伟达正采取措施限制中国获取人工智能算力，美中科技竞争持续加剧。 https://slicast.com/ko/article/1lntstq Slicast ko 2026-11-03T16:32:27.000Z 엔비디아는 미·중 기술 경쟁이 심화되는 가운데 중국의 AI 컴퓨팅 접근을 제한하는 방안을 추진하고 있다. https://slicast.com/article/1f77h65 Slicast en 2026-11-03T16:30:00.000Z A chip smuggler describes how a single loophole lets banned South Korean RAM reach China's AI labs. https://slicast.com/zh/article/1f77h65 Slicast zh-cn 2026-11-03T16:30:00.000Z 一名芯片走私者披露，一个漏洞使受禁的韩国内存产品流入了中国的人工智能实验室。 https://slicast.com/ko/article/1f77h65 Slicast ko 2026-11-03T16:30:00.000Z 밀수업자가 단 하나의 허점을 통해 수출이 금지된 한국산 RAM이 중국 AI 연구소에 전달되는 방식을 설명하고 있다. https://slicast.com/article/1up5buh Slicast en 2026-11-03T16:29:00.000Z Putin has allowed Russian companies to use foreign data centers after Ukraine drone strikes, while Russian data center firms are ordered to reserve capacity for government departments. https://slicast.com/zh/article/1up5buh Slicast zh-cn 2026-11-03T16:29:00.000Z 普京允许俄罗斯企业在乌克兰无人机袭击后使用境外数据中心，同时要求俄罗斯数据中心企业为政府部门预留容量。 https://slicast.com/ko/article/1up5buh Slicast ko 2026-11-03T16:29:00.000Z 푸틴 대통령은 우크라이나의 드론 공격 이후 러시아 기업들이 해외 데이터센터를 이용할 수 있도록 허용했으며, 동시에 러시아 데이터센터 기업들에게는 정부 부처를 위한 용량을 우선 확보하도록 명령했다. https://slicast.com/article/19cd8cr Slicast en 2026-11-03T16:27:03.000Z OpenAI has launched a 'Grid Protectors Program' to cut data center electricity demand when the US grid is under strain. https://slicast.com/zh/article/19cd8cr Slicast zh-cn 2026-11-03T16:27:03.000Z OpenAI 推出了“Grid Protectors Program”，在美国电网承压时减少数据中心的用电需求。 https://slicast.com/ko/article/19cd8cr Slicast ko 2026-11-03T16:27:03.000Z OpenAI가 미국 전력망에 부하가 걸릴 때 데이터센터의 전력 수요를 줄이기 위한 'Grid Protectors Program'을 출시했다. https://slicast.com/article/1atl966 Slicast en 2026-11-03T16:26:04.000Z Global AI Accelerator Market - 2026 Edition: Size, Share, https://slicast.com/zh/article/1atl966 Slicast zh-cn 2026-11-03T16:26:04.000Z 全球AI加速器市场——2026版:规模、份额, https://slicast.com/ko/article/1atl966 Slicast ko 2026-11-03T16:26:04.000Z Global AI Accelerator Market - 2026 Edition: Size, Share, Translation of the title, with the trailing comma left as in the source: 글로벌 AI 가속기 시장 - 2026년 에디션: 규모, 점유율, https://slicast.com/article/ima5m6 Slicast en 2026-11-03T16:26:00.000Z Northwestern State University hosted an Applied Digital representative for a briefing on construction of the Boyce data center. https://slicast.com/zh/article/ima5m6 Slicast zh-cn 2026-11-03T16:26:00.000Z Northwestern State University 接待了 Applied Digital 代表，就 Boyce 数据中心的建设情况举行了说明会。 https://slicast.com/ko/article/ima5m6 Slicast ko 2026-11-03T16:26:00.000Z Northwestern State University는 Boyce 데이터센터 건설에 관한 브리핑을 위해 Applied Digital의 담당자를 초청했다. https://slicast.com/article/1jljkxo Slicast en 2026-11-03T16:23:01.000Z Core Scientific's data center in Denton faces TCEQ violations over air-quality emissions. https://slicast.com/zh/article/1jljkxo Slicast zh-cn 2026-11-03T16:23:01.000Z Core Scientific 位于 Denton 的数据中心因空气质量排放问题面临 TCEQ 违规指控。 https://slicast.com/ko/article/1jljkxo Slicast ko 2026-11-03T16:23:01.000Z Core Scientific의 Denton 데이터센터가 대기질 배출과 관련해 TCEQ 위반 혐의에 직면해 있다. https://slicast.com/article/10zccrt Slicast en 2026-11-03T16:14:30.000Z Canada has joined the EuroHPC JU initiative, becoming its 39th participating state. https://slicast.com/zh/article/10zccrt Slicast zh-cn 2026-11-03T16:14:30.000Z 加拿大加入了 EuroHPC JU 计划，成为该计划的第 39 个参与国。 https://slicast.com/ko/article/10zccrt Slicast ko 2026-11-03T16:14:30.000Z 캐나다가 EuroHPC JU 이니셔티브에 가입하며 39번째 참여국이 되었다. https://slicast.com/article/9zd2wd Slicast en 2026-11-03T16:11:40.000Z A feature takes an inside look at the engineering of SambaNova's SN50 for AI inference. https://slicast.com/zh/article/9zd2wd Slicast zh-cn 2026-11-03T16:11:40.000Z 一篇专题文章深入解析了 SambaNova 的 SN50 在人工智能推理方面的工程设计。 https://slicast.com/ko/article/9zd2wd Slicast ko 2026-11-03T16:11:40.000Z SambaNova의 AI 추론용 SN50 칩 엔지니어링을 내부 시각에서 조명하는 특집 기사다. https://slicast.com/article/lo826k Slicast en 2026-11-03T16:07:37.000Z TerraVolt has moved from an option to a full acquisition of a 1,077-acre site in Cassia County, Idaho, to develop a 240 MW gas-powered, behind-the-meter data center campus. https://slicast.com/zh/article/lo826k Slicast zh-cn 2026-11-03T16:07:37.000Z TerraVolt已将其在爱达荷州卡西亚县1077英亩地块上的期权转为正式收购，拟在此建设一座240兆瓦、以燃气发电为主的现场自供电数据中心园区。 https://slicast.com/ko/article/lo826k Slicast ko 2026-11-03T16:07:37.000Z TerraVolt는 아이다호주 캐시아 카운티에 위치한 1,077에이커 부지에 대한 선택권 계약에서 전면 인수로 전환했으며, 이 부지에 240 MW 규모의 가스발전 기반 후면측(behind-the-meter) 데이터센터 캠퍼스를 개발할 계획이다. https://slicast.com/article/sy8g1g Slicast en 2026-11-03T16:06:58.000Z Putin signed a decree requiring non-state data centers to reserve 10 percent of their capacity for government use, as the Russian state seeks to expand its presence while data centers come under attac https://slicast.com/zh/article/sy8g1g Slicast zh-cn 2026-11-03T16:06:58.000Z 普京签署法令，要求非国有数据中心将10%的容量预留给政府使用；与此同时，在数据中心遭受攻击的背景下，俄罗斯国家正寻求扩大其影响力。 https://slicast.com/ko/article/sy8g1g Slicast ko 2026-11-03T16:06:58.000Z 러시아 대통령 푸틴이 비국영 데이터센터가 용량의 10%를 정부 사용을 위해 확보하도록 규정하는 법령에 서명했다. 데이터센터가 공격받는 가운데 러시아 국가가 자신의 영향력을 확대하려는 움직임이다. https://slicast.com/article/1je1619 Slicast en 2026-11-03T16:00:45.000Z AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It https://slicast.com/zh/article/1je1619 Slicast zh-cn 2026-11-03T16:00:45.000Z AI正在改变半导体晶圆厂的运作方式,工程师因此推进得更快 https://slicast.com/article/cd2ecy Slicast en 2026-11-03T16:00:00.000Z The Information reports on how Nvidia uses its 'soft power' to influence customers and shape policy. https://slicast.com/zh/article/cd2ecy Slicast zh-cn 2026-11-03T16:00:00.000Z 据The Information报道，英伟达如何运用“软实力”影响客户并左右政策制定。 https://slicast.com/ko/article/cd2ecy Slicast ko 2026-11-03T16:00:00.000Z The Information는 Nvidia가 고객에게 영향력을 행사하고 정책을 형성하기 위해 '소프트 파워'를 어떻게 활용하는지 보도했다. https://slicast.com/article/1hs39ig Slicast en 2026-11-03T15:58:06.000Z Fireworks has contracted 5MW of Nvidia Blackwell Ultra capacity hosted at Era4's Chesterfield data center in the UK. https://slicast.com/zh/article/1hs39ig Slicast zh-cn 2026-11-03T15:58:06.000Z Fireworks已签约，将在Era4位于英国切斯特菲尔德的数据中心托管5兆瓦的英伟达Blackwell Ultra算力。 https://slicast.com/ko/article/1hs39ig Slicast ko 2026-11-03T15:58:06.000Z Fireworks는 영국 Era4의 Chesterfield 데이터센터에 위치한 5MW 규모의 Nvidia Blackwell Ultra 용량을 계약했다. https://slicast.com/article/1eprvyc Slicast en 2026-11-03T15:56:51.000Z OpenAI introduced the Grid Protectors Program, which applies load shedding, a technique used on power grids since the 1970s, to data centers to cut AI energy demand during peak hours. https://slicast.com/zh/article/1eprvyc Slicast zh-cn 2026-11-03T15:56:51.000Z OpenAI推出“Grid Protectors Program”计划，将自20世纪70年代起已在电网中应用的负荷切除技术引入数据中心，以在用电高峰时段降低AI算力的能源需求。 https://slicast.com/ko/article/1eprvyc Slicast ko 2026-11-03T15:56:51.000Z OpenAI는 Grid Protectors Program을 도입했습니다. 이 프로그램은 1970년대부터 전력망에서 사용되어 온 부하 차단(load shedding) 기법을 데이터센터에 적용해, 피크 시간대의 AI 에너지 수요를 줄이는 것을 목표로 합니다. https://slicast.com/article/eywgkc Slicast en 2026-11-03T15:39:00.000Z Equinix has raised its 2026 guidance for a third time, drawing renewed investor attention to the stock. https://slicast.com/zh/article/eywgkc Slicast zh-cn 2026-11-03T15:39:00.000Z Equinix今年第三次上调2026年业绩指引，股价再度受到投资者关注。 https://slicast.com/ko/article/eywgkc Slicast ko 2026-11-03T15:39:00.000Z Equinix가 2026년 가이던스를 세 번째 상향 조정하면서 투자자들의 관심이 다시 주식으로 쏠리고 있다. https://slicast.com/article/c42j3b Slicast en 2026-11-03T15:37:52.000Z OpenAI wants its data centers called 'compute campuses' as voter opposition to such facilities reaches 73 percent. https://slicast.com/zh/article/c42j3b Slicast zh-cn 2026-11-03T15:37:52.000Z OpenAI希望将其数据中心称为“算力园区”，而选民对此类设施的反对率已升至73%。 https://slicast.com/ko/article/c42j3b Slicast ko 2026-11-03T15:37:52.000Z OpenAI는 유권자들의 데이터센터 반대 여론이 73%에 이르면서, 자사 데이터센터를 '컴퓨팅 캠퍼스'로 불러 달라고 요청하고 있다. https://slicast.com/article/1obxxiy Slicast en 2026-11-03T15:28:47.000Z Supermicro will build AI inference racks using SambaNova chips. https://slicast.com/zh/article/1obxxiy Slicast zh-cn 2026-11-03T15:28:47.000Z 超微电脑（Supermicro）将采用SambaNova芯片打造AI推理机架。 https://slicast.com/ko/article/1obxxiy Slicast ko 2026-11-03T15:28:47.000Z Supermicro will build AI inference racks using SambaNova chips. Wait, let me correct that: the translation is below. 슈퍼마이크로는 SambaNova 칩을 사용해 AI 추론 랙을 제작할 예정이다. https://slicast.com/article/b8iwuh Slicast en 2026-11-03T15:20:27.000Z Intel says its 14A process technology is approaching production, with PDK 0.9 now available and reaching expected performance and yield maturity. https://slicast.com/zh/article/b8iwuh Slicast zh-cn 2026-11-03T15:20:27.000Z 英特尔表示，其14A工艺技术已逼近量产，工艺设计套件0.9版现已开放，性能与良率达到预期的成熟水平。 https://slicast.com/ko/article/b8iwuh Slicast ko 2026-11-03T15:20:27.000Z Intel는 14A 공정 기술이 양산 단계에 근접했다고 밝혔으며, PDK 0.9가 현재 제공되고 있고 예상 성능과 수율 성숙도에 도달했다고 말했다. https://slicast.com/article/hvf87q Slicast en 2026-11-03T15:20:00.000Z Alibaba Cloud is providing cloud computing and AI technical support for the 2026 Dakar Youth Olympic Games in Senegal and has built Senegal's first Olympic-dedicated cloud foundation to support event https://slicast.com/zh/article/hvf87q Slicast zh-cn 2026-11-03T15:20:00.000Z 阿里云为2026年达喀尔青年奥林匹克运动会提供云计算和人工智能技术支持，并为塞内加尔打造首个奥运专有云底座，支撑赛事运营。 https://slicast.com/ko/article/hvf87q Slicast ko 2026-11-03T15:20:00.000Z Alibaba Cloud는 세네갈에서 열리는 2026 다카르 청소년 올림픽의 클라우드 컴퓨팅 및 AI 기술 지원을 제공하고 있으며, 대회 운영을 뒷받침하기 위해 세네갈 최초의 올림픽 전용 클라우드 기반 인프라를 구축했습니다. https://slicast.com/article/o7ppcx Slicast en 2026-11-03T15:15:54.000Z PSEG Power plans a 200-MW nuclear uprate and is eyeing data center deals, while one unit at its Salem plant in New Jersey, jointly owned with Constellation Energy, faces an extended outage to address https://slicast.com/zh/article/o7ppcx Slicast zh-cn 2026-11-03T15:15:54.000Z PSEG Power计划对其核电机组进行200兆瓦增容，并正寻求数据中心交易。其与Constellation Energy共同持有的新泽西州萨勒姆电站中，一台机组因设备劣化需长时间停运。 https://slicast.com/ko/article/o7ppcx Slicast ko 2026-11-03T15:15:54.000Z PSEG Power는 200MW 규모의 원자력 출력 증강(uprate)을 계획하고 있으며 데이터센터 계약도 검토 중이다. 한편 뉴저지주 Salem 발전소의 한 기기는 Constellation Energy와 공동 소유하고 있으며, 열화된 장비를 정비하기 위해 장기간 가동 중단에 들어갈 예정이다. https://slicast.com/article/1e1n2uo Slicast en 2026-11-03T15:03:02.000Z OpenAI hired Dan Driscoll, the former civilian head of the US Army, as 'Senior Counselor for National Security Modernization', a move likely to help it win government contracts. https://slicast.com/zh/article/1e1n2uo Slicast zh-cn 2026-11-03T15:03:02.000Z OpenAI聘请前美国陆军文职最高负责人Dan Driscoll担任“国家安全现代化高级顾问”，此举被认为有助于其争取政府合同。 https://slicast.com/ko/article/1e1n2uo Slicast ko 2026-11-03T15:03:02.000Z OpenAI는 전직 미국 육군 민간 수장 Dan Driscoll을 'Senior Counselor for National Security Modernization'으로 영입했으며, 이는 정부 계약 수주에 도움이 될 것으로 보인다. https://slicast.com/article/f8z9gf Slicast en 2026-11-03T15:02:09.000Z xAI has installed eight converted jet engines to power its Mississippi data center, with permits allowing a 25 percent higher pollutant limit and concerns raised over carbon monoxide. https://slicast.com/zh/article/f8z9gf Slicast zh-cn 2026-11-03T15:02:09.000Z xAI在密西西比州的数据中心安装了八台改装航空发动机为其供电；相关许可允许的污染物上限高出25%，并引发了对一氧化碳排放的担忧。 https://slicast.com/ko/article/f8z9gf Slicast ko 2026-11-03T15:02:09.000Z xAI가 미시시피주 데이터센터의 전력 공급을 위해 개조한 제트 엔진 8기를 설치했으며, 허가에는 오염물질 배출 한도를 25퍼센트 상향하는 내용이 포함되어 있고 일산화탄소 배출에 대한 우려도 제기되고 있다. https://slicast.com/article/17yedb9 Slicast en 2026-11-03T15:01:00.000Z Fermi's data center lease with TensorWave missed its closing deadline, though Fermi says both companies remain committed to the lease. https://slicast.com/zh/article/17yedb9 Slicast zh-cn 2026-11-03T15:01:00.000Z Fermi与TensorWave之间的数据中心租约错过了交割截止日期，但Fermi表示双方仍坚定致力于该租约。 https://slicast.com/ko/article/17yedb9 Slicast ko 2026-11-03T15:01:00.000Z Fermi의 TensorWave와의 데이터센터 임대 계약은 마감 기한을 놓쳤으나, Fermi는 양사가 여전히 해당 계약에 대한 의지를 유지하고 있다고 밝혔다. https://slicast.com/article/175ju1s Slicast en 2026-11-03T15:00:00.000Z PPST Solutions has expanded its AI data center power testing portfolio from AC grid to 800 VDC. https://slicast.com/zh/article/175ju1s Slicast zh-cn 2026-11-03T15:00:00.000Z PPST Solutions已将其AI数据中心电力测试产品组合由交流电网扩展至800 VDC。 https://slicast.com/ko/article/175ju1s Slicast ko 2026-11-03T15:00:00.000Z PPST Solutions가 AI 데이터센터 전력 테스트 포트폴리오를 AC 그리드에서 800 VDC까지 확장했다. https://slicast.com/article/189el6x Slicast en 2026-11-03T14:45:05.000Z Honeywell Aerospace is testing a thermal module for Equinix's AI cooling. https://slicast.com/zh/article/189el6x Slicast zh-cn 2026-11-03T14:45:05.000Z 霍尼韦尔航空航天（Honeywell Aerospace）正在为Equinix的AI冷却系统测试一款热管理模块。 https://slicast.com/ko/article/189el6x Slicast ko 2026-11-03T14:45:05.000Z Honeywell Aerospace는 Equinix의 AI 냉각 시스템을 위한 열 관리 모듈을 시험하고 있다. https://slicast.com/article/1833kih Slicast en 2026-11-03T14:42:21.000Z Team Group warns that the worst of the memory shortage is still to come. https://slicast.com/zh/article/1833kih Slicast zh-cn 2026-11-03T14:42:21.000Z 十铨科技警告，内存短缺最严重的阶段仍未到来。 https://slicast.com/ko/article/1833kih Slicast ko 2026-11-03T14:42:21.000Z Team Group은 메모리 부족 사태의 최악은 아직 오지 않았다고 경고했다. https://slicast.com/article/1rhl8wo Slicast en 2026-11-03T14:36:00.000Z Wedbush has launched nuclear sector coverage, rating Oklo and X-Energy as buys and NuScale as underperform. https://slicast.com/zh/article/1rhl8wo Slicast zh-cn 2026-11-03T14:36:00.000Z Wedbush启动核能板块覆盖，给予Oklo和X-Energy「买入」评级，给予NuScale「跑输大盘」评级。 https://slicast.com/ko/article/1rhl8wo Slicast ko 2026-11-03T14:36:00.000Z Wedbush가 원자력 섹터 커버리지를 개시했으며, Oklo와 X-Energy는 매수, NuScale은 언더퍼폼으로 평가했다. https://slicast.com/article/1cgsodd Slicast en 2026-11-03T14:35:48.000Z Honeywell Aerospace is bringing aerospace-grade thermal resilience technology to an Equinix AI data center. https://slicast.com/zh/article/1cgsodd Slicast zh-cn 2026-11-03T14:35:48.000Z 霍尼韦尔航空航天部门正把航空级热韧性技术引入Equinix的一座人工智能数据中心。 https://slicast.com/ko/article/1cgsodd Slicast ko 2026-11-03T14:35:48.000Z Honeywell Aerospace, Equinix AI 데이터센터에 항공우주급 열 복원력 기술을 도입한다. https://slicast.com/article/1ir76dj Slicast en 2026-11-03T14:28:59.000Z Apple faces unprecedented memory cost increases as RAM prices keep surging, with its manufacturing bill climbing by $33 billion, while Samsung, SK hynix and Micron prioritise higher-margin server prod https://slicast.com/zh/article/1ir76dj Slicast zh-cn 2026-11-03T14:28:59.000Z 随着内存价格持续飙升，苹果面临前所未有的内存成本上涨，其制造成本增加330亿美元；三星、SK海力士与美光因人工智能数据中心的强劲内存需求，正优先生产利润率更高的服务器产品。 https://slicast.com/ko/article/1ir76dj Slicast ko 2026-11-03T14:28:59.000Z Apple은 RAM 가격이 계속 급등하면서 전례 없는 메모리 비용 상승에 직면해 있으며, 제조 비용이 330억 달러 증가했습니다. 한편 Samsung, SK hynix, Micron은 강력한 AI 데이터센터 메모리 수요에 힘입어 수익성이 높은 서버 제품에 생산을 우선 배정하고 있습니다. https://slicast.com/article/1aehxe1 Slicast en 2026-11-03T14:21:00.000Z Kioxia and Sandisk, which share the same fab, are taking diverging paths on HBF (high-bandwidth flash). https://slicast.com/zh/article/1aehxe1 Slicast zh-cn 2026-11-03T14:21:00.000Z 同一座晶圆厂的铠侠与闪迪，在HBF（高带宽闪存）路线上走向分化。 https://slicast.com/ko/article/1aehxe1 Slicast ko 2026-11-03T14:21:00.000Z Kioxia와 Sandisk는 같은 팹을 공유하고 있지만, HBF(고대역폭 플래시) 전략에서는 서로 다른 길을 걷고 있다. https://slicast.com/article/1w17550 Slicast en 2026-11-03T14:15:00.000Z Bull and Schwarz Digits, the IT and digital division of Schwarz Group, signed a memorandum of understanding (MOU) in Paris and Berlin on Nov. 3, 2026 to develop European AI infrastructure. https://slicast.com/zh/article/1w17550 Slicast zh-cn 2026-11-03T14:15:00.000Z Bull与Schwarz Group的IT及数字业务部门Schwarz Digits于2026年11月3日在巴黎和柏林签署谅解备忘录（MOU），共同开发欧洲人工智能基础设施。 https://slicast.com/ko/article/1w17550 Slicast ko 2026-11-03T14:15:00.000Z Bull과 Schwarz Group의 IT·디지털 부문인 Schwarz Digits는 2026년 11월 3일 파리와 베를린에서 유럽 AI 인프라 구축을 위한 양해각서(MOU)를 체결했다. https://slicast.com/article/zd8aie Slicast en 2026-11-03T14:09:17.000Z SambaNova and Super Micro plan AI inference systems built on 10,000 SN50 chips. https://slicast.com/zh/article/zd8aie Slicast zh-cn 2026-11-03T14:09:17.000Z SambaNova与超微电脑（Super Micro）计划基于10,000颗SN50芯片构建人工智能推理系统。 https://slicast.com/ko/article/zd8aie Slicast ko 2026-11-03T14:09:17.000Z SambaNova와 Super Micro는 SN50 칩 10,000개를 기반으로 한 AI 추론 시스템을 계획하고 있다. https://slicast.com/article/pm7f0n Slicast en 2026-11-03T14:08:16.000Z OpenAI, UAE-based G42 and ADNOC have announced a multi-year AI initiative partnership. https://slicast.com/zh/article/pm7f0n Slicast zh-cn 2026-11-03T14:08:16.000Z OpenAI、阿联酋的G42与阿布扎比国家石油公司（ADNOC）建立了多年期人工智能合作关系。 https://slicast.com/ko/article/pm7f0n Slicast ko 2026-11-03T14:08:16.000Z OpenAI, UAE 기반 G42, ADNOC가 다년간의 AI 이니셔티브 파트너십을 발표했다. https://slicast.com/article/rkpzqw Slicast en 2026-11-03T14:00:00.000Z SambaNova SN50 Chips to Power Supermicro's New Inference Racks, Delivering High-Performance Inference to Data Centers Worldwide https://slicast.com/zh/article/rkpzqw Slicast zh-cn 2026-11-03T14:00:00.000Z SambaNova SN50芯片将为Supermicro新推理机架提供动力,向全球数据中心交付高性能推理能力 https://slicast.com/article/sx72h6 Slicast en 2026-11-03T14:00:00.000Z FiberLight Expands Texas Network with New Route Serving Red Oak Data Center Corridor https://slicast.com/zh/article/sx72h6 Slicast zh-cn 2026-11-03T14:00:00.000Z FiberLight扩展德克萨斯网络,新增服务Red Oak数据中心走廊的线路 https://slicast.com/article/1rxv50 Slicast en 2026-11-03T13:54:01.000Z A pv magazine USA report says behind-the-meter generation could deliver five times more grid relief than shifting data center load. https://slicast.com/zh/article/1rxv50 Slicast zh-cn 2026-11-03T13:54:01.000Z pv magazine USA的一篇报道称，用户侧自备发电带来的电网缓解效果可能是数据中心负荷转移的五倍。 https://slicast.com/ko/article/1rxv50 Slicast ko 2026-11-03T13:54:01.000Z 다. pv magazine USA 보도에 따르면, 계량기 후단(behind-the-meter) 발전이 데이터센터 부하를 이전하는 방식보다 계통 부담 완화 효과를 다섯 배 더 낼 수 있다고 한다. Wait, the output must be pure Hangul translation without extra characters like "다." Let me https://slicast.com/article/17dqdsh Slicast en 2026-11-03T13:41:00.000Z Smugglers reportedly pair $4,000 AI memory with cheap server chips before stripping them apart in China. https://slicast.com/zh/article/17dqdsh Slicast zh-cn 2026-11-03T13:41:00.000Z 据报道，走私者将价值4,000美元的人工智能内存与廉价服务器芯片搭配，随后在中国拆解。 https://slicast.com/ko/article/17dqdsh Slicast ko 2026-11-03T13:41:00.000Z 밀수업자들이 4,000달러짜리 AI 메모리를 저가 서버 칩과 짝지운 뒤, 중국에서 이를 분해하는 방식으로 밀반입하고 있다는 보도가 나왔다. https://slicast.com/article/13tn601 Slicast en 2026-11-03T13:39:00.000Z /C O R R E C T I O N - Compal Electronics, Inc./ https://slicast.com/zh/article/13tn601 Slicast zh-cn 2026-11-03T13:39:00.000Z /更正 - Compal Electronics, Inc./ https://slicast.com/article/fyyui2 Slicast en 2026-11-03T13:38:00.000Z AWS has appointed Robert Fourqurean, a former British Embassy advisor, as manager of energy policy, based in Washington DC. https://slicast.com/zh/article/fyyui2 Slicast zh-cn 2026-11-03T13:38:00.000Z AWS任命曾任英国大使馆顾问的Robert Fourqurean为能源政策经理，常驻华盛顿。 https://slicast.com/ko/article/fyyui2 Slicast ko 2026-11-03T13:38:00.000Z AWS는 전직 주영국대사관 자문관 로버트 포커린(Robert Fourqurean)을 에너지 정책 관리자로 임명했으며, 근무지는 워싱턴 D.C.이다. https://slicast.com/article/2jk2ak Slicast en 2026-11-03T13:31:11.000Z Nvidia has reportedly told cloud providers using its data center products that they must sell less than half of their services to Chinese companies, as part of new global restrictions. https://slicast.com/zh/article/2jk2ak Slicast zh-cn 2026-11-03T13:31:11.000Z 据报道，英伟达已通知使用其数据中心产品的云服务商，其服务中销售给中国企业的比例须低于一半，这是一项新的全球性限制政策的一部分。 https://slicast.com/ko/article/2jk2ak Slicast ko 2026-11-03T13:31:11.000Z Nvidia는 새로운 글로벌 규제의 일환으로, 자사 데이터센터 제품을 사용하는 클라우드 사업자들에게 서비스의 절반 미만만 중국 기업에 판매해야 한다고 전달한 것으로 알려졌다. https://slicast.com/article/o4kgm6 Slicast en 2026-11-03T13:18:15.000Z DigitalOcean Holdings (DOCN) filed a Form 8-K current report with the SEC; the candidate does not disclose the filing's contents. https://slicast.com/zh/article/o4kgm6 Slicast zh-cn 2026-11-03T13:18:15.000Z DigitalOcean Holdings（DOCN）向美国SEC提交了8-K（当期报告），候选内容未披露具体事项。 https://slicast.com/ko/article/o4kgm6 Slicast ko 2026-11-03T13:18:15.000Z DigitalOcean Holdings(DOCN)는 SEC에 Form 8-K 수시보고서를 제출했으나, 해당 제출 내용은 공개되지 않았다. https://slicast.com/article/18c2r7x Slicast en 2026-11-03T13:18:00.000Z VivoPower Reports FY2026 Results Including a Partial-Period Contribution from Mo i Rana Data Center https://slicast.com/zh/article/18c2r7x Slicast zh-cn 2026-11-03T13:18:00.000Z VivoPower公布2026财年业绩,包含Mo i Rana数据中心的部分期间贡献 https://slicast.com/ko/article/18c2r7x Slicast ko 2026-11-03T13:18:00.000Z VivoPower, FY2026 실적 발표… Mo i Rana 데이터센터 부분 기간 실적 반영 https://slicast.com/article/1h1x1ap Slicast en 2026-11-03T13:15:34.000Z Data Center Dynamics publishes a 100 MW comparative analysis of water usage at AI scale. https://slicast.com/zh/article/1h1x1ap Slicast zh-cn 2026-11-03T13:15:34.000Z Data Center Dynamics发布了一项基于100兆瓦（MW）对比分析的报告，探讨人工智能规模数据中心的用水情况。 https://slicast.com/ko/article/1h1x1ap Slicast ko 2026-11-03T13:15:34.000Z Data Center Dynamics는 AI 규모의 물 사용량을 비교 분석한 100 MW 규모의 보고서를 발표했다. https://slicast.com/article/fxdfrc Slicast en 2026-11-03T13:14:00.000Z Etihad GO Telecom has committed US$69.8 million to expand its AI data center. https://slicast.com/zh/article/fxdfrc Slicast zh-cn 2026-11-03T13:14:00.000Z Etihad GO Telecom承诺投入6,980万美元，用于扩建其人工智能数据中心。 https://slicast.com/ko/article/fxdfrc Slicast ko 2026-11-03T13:14:00.000Z Etihad GO Telecom, AI 데이터센터 확장에 6,980만 달러를 투자하기로 했다. https://slicast.com/article/z9fl0z Slicast en 2026-11-03T13:03:07.000Z A report says Huawei has reached a 28% share in China as Nvidia loses ground there. https://slicast.com/zh/article/z9fl0z Slicast zh-cn 2026-11-03T13:03:07.000Z 据报道，华为在中国市场的份额已达到28%，英伟达在华份额随之下滑。 https://slicast.com/ko/article/z9fl0z Slicast ko 2026-11-03T13:03:07.000Z 보고서에 따르면 엔비디아가 중국 시장에서 점유율을 잃는 가운데 화웨이의 점유율이 28%에 도달했다. https://slicast.com/article/1eycr3 Slicast en 2026-11-03T13:00:10.000Z ICF says PJM's revised data center backstop procurement could be as little as 630 MW, down from an initial 6,800-MW target, reducing utility risks. https://slicast.com/zh/article/1eycr3 Slicast zh-cn 2026-11-03T13:00:10.000Z ICF称，PJM修订后的数据中心后备采购规模可能仅为630兆瓦，低于此前6,800兆瓦的初始目标，此举降低了公用事业公司的风险。 https://slicast.com/ko/article/1eycr3 Slicast ko 2026-11-03T13:00:10.000Z ICF는 PJM의 수정된 데이터센터 백스톱 조달 규모가 당초 목표인 6,800MW에서 최소 630MW까지 줄어들 수 있다고 밝혔으며, 이에 따라 전력회사의 리스크도 낮아질 것이라고 전했다. https://slicast.com/article/yghs72 Slicast en 2026-11-03T12:57:29.000Z Honeywell is running a cooling test with Equinix, extending its AI push into data-center infrastructure. https://slicast.com/zh/article/yghs72 Slicast zh-cn 2026-11-03T12:57:29.000Z 霍尼韦尔与Equinix开展冷却测试，将其AI业务布局延伸至数据中心基础设施领域。 https://slicast.com/ko/article/yghs72 Slicast ko 2026-11-03T12:57:29.000Z Honeywell는 Equinix와 냉각 테스트를 진행 중이며, AI 전략을 데이터센터 인프라로 확장하고 있다. https://slicast.com/article/i4qm8c Slicast en 2026-11-03T12:40:09.000Z A Chinese firm says it has completed the world's first commercial data-center deployment of an integrated 800-volt DC power system. https://slicast.com/zh/article/i4qm8c Slicast zh-cn 2026-11-03T12:40:09.000Z 一家中国企业称已完成全球首个集成800伏直流供电系统的商用数据中心部署。 https://slicast.com/ko/article/i4qm8c Slicast ko 2026-11-03T12:40:09.000Z 중국 기업이 세계 최초로 800볼트 직류(DC) 통합 전력 시스템의 상용 데이터센터 구축을 완료했다고 발표했다. https://slicast.com/article/1zqmvg Slicast en 2026-11-03T12:37:48.000Z OpenAI wants data centers to be called 'AI Compute Campuses', a naming change for its infrastructure build-out. https://slicast.com/zh/article/1zqmvg Slicast zh-cn 2026-11-03T12:37:48.000Z OpenAI希望将数据中心称为'AI Compute Campuses'（AI计算园区），以此调整其基础设施建设的命名方式。 https://slicast.com/ko/article/1zqmvg Slicast ko 2026-11-03T12:37:48.000Z OpenAI는 인프라 구축 사업의 명칭을 변경해, 데이터센터를 'AI Compute Campuses'라고 부르기를 원하고 있다. https://slicast.com/article/1poe2ne Slicast en 2026-11-03T12:32:15.000Z LG CNS plans to expand its modular data center business in North America and Europe. https://slicast.com/zh/article/1poe2ne Slicast zh-cn 2026-11-03T12:32:15.000Z LG CNS计划在北美和欧洲扩大其模块化数据中心业务。 https://slicast.com/ko/article/1poe2ne Slicast ko 2026-11-03T12:32:15.000Z LG CNS는 모듈형 데이터센터 사업을 북미와 유럽으로 확장할 계획이다. https://slicast.com/article/86x54i Slicast en 2026-11-03T12:32:01.000Z Monolithic Power Systems (MPWR) beat its Q3 earnings expectations, driven by demand from AI infrastructure and communications. https://slicast.com/zh/article/86x54i Slicast zh-cn 2026-11-03T12:32:01.000Z 芯源系统（MPWR）第三季度业绩超出预期，主要受AI基础设施和通信需求带动。 https://slicast.com/ko/article/86x54i Slicast ko 2026-11-03T12:32:01.000Z Monolithic Power Systems (MPWR)는 AI 인프라 및 통신 부문의 수요에 힘입어 3분기 실적 전망치를 상회했다. https://slicast.com/article/n6m1so Slicast en 2026-11-03T12:30:00.000Z A developer has sued Upper Merion again over its rejection of a data center project in King of Prussia. https://slicast.com/zh/article/n6m1so Slicast zh-cn 2026-11-03T12:30:00.000Z 一家开发商再次起诉Upper Merion，原因是后者否决了其在King of Prussia的数据中心项目。 https://slicast.com/ko/article/n6m1so Slicast ko 2026-11-03T12:30:00.000Z Upper Merion 자치구가 King of Prussia 지역 데이터센터 프로젝트를 불허한 데 대해, 한 개발업체가 다시 소송을 제기했다. https://slicast.com/article/1x0k2pf Slicast en 2026-11-03T12:30:00.000Z QumulusAI Contracts 0.5 MW of Data Center Capacity in Columbia, South Carolina https://slicast.com/zh/article/1x0k2pf Slicast zh-cn 2026-11-03T12:30:00.000Z QumulusAI在南卡罗来纳州哥伦比亚市签约0.5兆瓦数据中心容量 https://slicast.com/ko/article/1x0k2pf Slicast ko 2026-11-03T12:30:00.000Z QumulusAI, 사우스캐롤라이나주 컬럼비아에서 0.5MW 규모의 데이터센터 용량 계약 체결 https://slicast.com/article/w0vspl Slicast en 2026-11-03T12:26:00.000Z OpenAI outlines 'Grid Protectors', a scheme under which AI data centers would cut power use during grid emergencies. https://slicast.com/zh/article/w0vspl Slicast zh-cn 2026-11-03T12:26:00.000Z OpenAI推出'Grid Protectors'方案，AI数据中心将在电网紧急情况下削减用电。 https://slicast.com/ko/article/w0vspl Slicast ko 2026-11-03T12:26:00.000Z OpenAI, 'Grid Protectors' 방안 발표… AI 데이터센터, 전력망 비상 시 전력 사용 축소 계획 https://slicast.com/article/1nru237 Slicast en 2026-11-03T12:25:57.000Z Smuggled HBM has reached $4,000 while Huawei is reportedly eyeing SK Hynix and Samsung. https://slicast.com/zh/article/1nru237 Slicast zh-cn 2026-11-03T12:25:57.000Z 走私HBM价格已升至4000美元，同时据报道华为正在关注SK海力士和三星。 https://slicast.com/ko/article/1nru237 Slicast ko 2026-11-03T12:25:57.000Z 밀반입된 HBM 가격이 4,000달러에 이르렀으며, 화웨이가 SK하이닉스와 삼성전자를 인수 대상으로 검토 중인 것으로 전해졌다. https://slicast.com/article/19htnvi Slicast en 2026-11-03T12:25:00.000Z Intel's Arc B580 graphics card may be headed for end-of-life as Intel prioritizes AI chip demand. https://slicast.com/zh/article/19htnvi Slicast zh-cn 2026-11-03T12:25:00.000Z 英特尔Arc B580显卡或将停产，英特尔资源正优先转向AI芯片需求。 https://slicast.com/ko/article/19htnvi Slicast ko 2026-11-03T12:25:00.000Z Intel은 AI 칩 수요를 우선시하면서 Arc B580 그래픽카드가 단종 수순에 들어갈 수 있다. https://slicast.com/article/1ioo1xr Slicast en 2026-11-03T12:22:12.000Z Nvidia has told some cloud customers to take on less business from Chinese companies. https://slicast.com/zh/article/1ioo1xr Slicast zh-cn 2026-11-03T12:22:12.000Z 英伟达已要求部分云服务客户减少与中国企业的业务往来。 https://slicast.com/ko/article/1ioo1xr Slicast ko 2026-11-03T12:22:12.000Z 엔비디아가 일부 클라우드 고객사에 중국 기업과의 거래를 줄이도록 요청했다. https://slicast.com/article/1nzunpr Slicast en 2026-11-03T12:11:57.000Z E2E Networks plans a 5.4 MW Blackwell expansion and has launched its Blaze AI inference service. https://slicast.com/zh/article/1nzunpr Slicast zh-cn 2026-11-03T12:11:57.000Z E2E Networks计划扩建5.4兆瓦的Blackwell算力，并推出其Blaze AI推理服务。 https://slicast.com/ko/article/1nzunpr Slicast ko 2026-11-03T12:11:57.000Z E2E Networks는 5.4MW 규모의 Blackwell 확장을 계획하고 있으며, Blaze AI 추론 서비스를 출시했습니다. https://slicast.com/article/1fxmmqk Slicast en 2026-11-03T12:11:27.000Z Brookfield plans a $27 billion AI data center at a UK power station, and Drax shares rose 8.8%. https://slicast.com/zh/article/1fxmmqk Slicast zh-cn 2026-11-03T12:11:27.000Z 布鲁克菲尔德计划在英国一座发电站建设270亿美元的AI数据中心，Drax股价上涨8.8%。 https://slicast.com/ko/article/1fxmmqk Slicast ko 2026-11-03T12:11:27.000Z Brookfield, 영국 발전소에 270억 달러 규모 AI 데이터센터 계획 발표… Drax 주가 8.8% 상승 https://slicast.com/article/1gzq0na Slicast en 2026-11-03T12:09:19.000Z Korea Space Data Center has updated its roadmap, targeting a 100 kg system by 2028. https://slicast.com/zh/article/1gzq0na Slicast zh-cn 2026-11-03T12:09:19.000Z Korea Space Data Center更新了路线图，目标是2028年实现100千克级系统。 https://slicast.com/ko/article/1gzq0na Slicast ko 2026-11-03T12:09:19.000Z 한국우주데이터센터가 로드맵을 업데이트하며 2028년까지 100kg급 시스템을 목표로 한다고 밝혔다. https://slicast.com/article/o8gymw Slicast en 2026-11-03T12:05:54.000Z Aramco has closed its $2.6bn purchase of a 49% stake in Saudi AI firm HUMAIN, with PIF retaining 51%. https://slicast.com/zh/article/o8gymw Slicast zh-cn 2026-11-03T12:05:54.000Z 沙特阿美已完成26亿美元收购沙特AI公司HUMAIN 49%股权的交易，公共投资基金（PIF）保留51%股权。 https://slicast.com/ko/article/o8gymw Slicast ko 2026-11-03T12:05:54.000Z 아람코, 사우디 AI 기업 HUMAIN 지분 49% 인수 26억 달러 규모 거래 완료… PIF 지분 51% 유지 https://slicast.com/article/1evyg45 Slicast en 2026-11-03T12:04:32.000Z AI chip smugglers are exploiting a trade-control loophole by attaching banned HBM from South Korea to low-end processors, because customs checks only processor performance specifications. https://slicast.com/zh/article/1evyg45 Slicast zh-cn 2026-11-03T12:04:32.000Z AI芯片走私者利用贸易管制漏洞，将来自韩国的受禁HBM搭配低端处理器运往中国，因为海关仅核查服务器处理器的性能参数。 https://slicast.com/ko/article/1evyg45 Slicast ko 2026-11-03T12:04:32.000Z AI 칩 밀수업자들은 무역 통제의 허점을 악용하고 있다. 세관 검사가 프로세서 성능 사양만 확인한다는 점을 이용해, 한국산 금지 대상 HBM을 저사양 프로세서에 부착하고 있다. https://slicast.com/article/10mw3st Slicast en 2026-11-03T12:00:00.000Z EQUINIX INC files 424B5: prospectus (424B) https://slicast.com/zh/article/10mw3st Slicast zh-cn 2026-11-03T12:00:00.000Z EQUINIX INC 提交 424B5：招股说明书(424B) https://slicast.com/article/14c36l7 Slicast en 2026-11-03T12:00:00.000Z Talen Energy files 8-K: results of operations https://slicast.com/zh/article/14c36l7 Slicast zh-cn 2026-11-03T12:00:00.000Z Talen Energy 提交 8-K：重大事件 https://slicast.com/article/1fjrm16 Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1fjrm16 Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 10-Q：季度报告(10-Q) https://slicast.com/article/1hyvwcf Slicast en 2026-11-03T12:00:00.000Z Meta Platforms files 424B5: prospectus (424B) https://slicast.com/zh/article/1hyvwcf Slicast zh-cn 2026-11-03T12:00:00.000Z Meta Platforms 提交 424B5：招股说明书(424B) https://slicast.com/article/1mz9xt9 Slicast en 2026-11-03T12:00:00.000Z Astera Labs files 8-K: results of operations https://slicast.com/zh/article/1mz9xt9 Slicast zh-cn 2026-11-03T12:00:00.000Z Astera Labs 提交 8-K：重大事件 https://slicast.com/article/1uk8kis Slicast en 2026-11-03T12:00:00.000Z Talen Energy files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1uk8kis Slicast zh-cn 2026-11-03T12:00:00.000Z Talen Energy 提交 10-Q：季度报告(10-Q) https://slicast.com/article/rcbthh Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 8-K: results of operations, other material event https://slicast.com/zh/article/rcbthh Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 8-K：重大事件 https://slicast.com/article/tl1faq Slicast en 2026-11-03T12:00:00.000Z DigitalOcean Holdings files 424B5: prospectus (424B) https://slicast.com/zh/article/tl1faq Slicast zh-cn 2026-11-03T12:00:00.000Z DigitalOcean Holdings 提交 424B5：招股说明书(424B) https://slicast.com/article/unhyse Slicast en 2026-11-03T12:00:00.000Z Arista Networks files 8-K: results of operations https://slicast.com/zh/article/unhyse Slicast zh-cn 2026-11-03T12:00:00.000Z Arista Networks 提交 8-K：重大事件 https://slicast.com/article/wqgma6 Slicast en 2026-11-03T12:00:00.000Z ADVANCED MICRO DEVICES INC files 8-K: results of operations, Regulation FD disclosure https://slicast.com/zh/article/wqgma6 Slicast zh-cn 2026-11-03T12:00:00.000Z ADVANCED MICRO DEVICES INC 提交 8-K：重大事件 https://slicast.com/article/1ae44ap Slicast en 2026-11-03T11:54:32.000Z Taiwan suppliers are preparing plants and chip IP for TSMC's 2-nanometer ramp. https://slicast.com/zh/article/1ae44ap Slicast zh-cn 2026-11-03T11:54:32.000Z 台湾供应商正在为台积电2纳米制程量产准备厂房和芯片IP。 https://slicast.com/ko/article/1ae44ap Slicast ko 2026-11-03T11:54:32.000Z 대만 공급업체들이 TSMC의 2나노미터 양산 확대에 대비해 공장과 칩 IP를 준비하고 있다. https://slicast.com/article/101x4be Slicast en 2026-11-03T11:23:47.000Z Oracle announced a $20 billion combined stock and bond offering to fund its AI infrastructure expansion. https://slicast.com/zh/article/101x4be Slicast zh-cn 2026-11-03T11:23:47.000Z Oracle宣布发行总额200亿美元的股票与债券组合融资,用于扩大其AI基础设施建设。 https://slicast.com/ko/article/101x4be Slicast ko 2026-11-03T11:23:47.000Z Oracle, AI 인프라 확장 자금 조달을 위해 총 200억 달러 규모의 주식 및 채권 병행 발행을 발표했다. https://slicast.com/article/allkq2 Slicast en 2026-11-03T11:19:52.000Z Nvidia has reportedly told data center partners to limit their China exposure to below 50% as the US tightens control over AI chip access. https://slicast.com/zh/article/allkq2 Slicast zh-cn 2026-11-03T11:19:52.000Z 据报道,英伟达(Nvidia)已要求数据中心合作伙伴将其在中国市场的业务占比控制在50%以下,同时美国正在收紧对AI芯片获取的管控。 https://slicast.com/ko/article/allkq2 Slicast ko 2026-11-03T11:19:52.000Z Nvidia가 미국의 AI 칩 접근 통제 강화에 따라 데이터센터 파트너들에게 중국 관련 노출 비중을 50% 미만으로 제한하라고 지시한 것으로 전해졌다. https://slicast.com/article/1qhxtwa Slicast en 2026-11-03T11:11:46.000Z The four big hyperscalers are raising more than $131 billion in debt and equity to fund AI buildout. Amazon alone has disclosed an $80bn loan facility. https://slicast.com/zh/article/1qhxtwa Slicast zh-cn 2026-11-03T11:11:46.000Z 四大超大规模云服务商正通过债务和股权融资筹集超过1310亿美元,用于AI基础设施建设。仅亚马逊就已披露800亿美元的贷款额度。 https://slicast.com/ko/article/1qhxtwa Slicast ko 2026-11-03T11:11:46.000Z 네 개의 대형 하이퍼스케일러가 AI 인프라 구축 자금 마련을 위해 1,310억 달러가 넘는 부채와 지분을 조달하고 있다. 아마존은 단독으로 800억 달러 규모의 대출 한도를 공시했다. https://slicast.com/article/zg9y6t Slicast en 2026-11-03T10:34:00.000Z Anthropic's updated S-1 filing discloses $895.4bn in cloud and data center commitments. Revenue is growing, but growth is slowing. https://slicast.com/zh/article/zg9y6t Slicast zh-cn 2026-11-03T10:34:00.000Z Anthropic 更新后的 S-1 文件披露,其云及数据中心承诺金额为 895.4bn 美元。营收持续增长,但增速正在放缓。 https://slicast.com/ko/article/zg9y6t Slicast ko 2026-11-03T10:34:00.000Z Anthropic의 개정 S-1 신고서는 클라우드 및 데이터센터 관련 약정 규모가 8,954억 달러(895.4bn)에 달한다고 공시했다. 매출은 증가하고 있으나, 성장 속도는 둔화되고 있다. https://slicast.com/article/9bqiwc Slicast en 2026-11-03T07:00:12.000Z Cities Worldwide Build and Scale AI Services With NVIDIA Physical and Agentic AI https://slicast.com/zh/article/9bqiwc Slicast zh-cn 2026-11-03T07:00:12.000Z 全球城市借助NVIDIA物理AI与智能体AI构建并扩展AI服务 https://slicast.com/commentary/tencent-2026-11-02 Slicast en 2026-11-02T21:43:52.476Z Tencent Nvidia Orders and Oracle GPU Lease, October 2026 https://slicast.com/zh/commentary/tencent-2026-11-02 Slicast zh-cn 2026-11-02T21:43:52.476Z 腾讯英伟达订单与Oracle GPU租赁，2026年10月