https://slicast.com/article/pssvkq Slicast en 2026-10-07T12:19:38.000Z Black Hills Power commits 2.7 GW long-term supply to Google's Wyoming data center campus https://slicast.com/zh/article/pssvkq Slicast zh-cn 2026-10-07T12:19:38.000Z Black Hills Power承诺向Google怀俄明州数据中心园区提供2.7GW长期电力 https://slicast.com/article/pdquwo Slicast en 2026-10-07T11:45:17.000Z SpaceX seeks $40 billion in debt financing to purchase Nvidia AI chips for xAI Colossus cluster https://slicast.com/zh/article/pdquwo Slicast zh-cn 2026-10-07T11:45:17.000Z SpaceX 寻求 40 亿美元债务融资购买 Nvidia AI 芯片用于 xAI Colossus 集群 https://slicast.com/article/btmsbi Slicast en 2026-10-07T10:23:50.000Z Taiwan indicts 10 individuals for alleged scheme to resell US-sanctioned semiconductors to China https://slicast.com/zh/article/btmsbi Slicast zh-cn 2026-10-07T10:23:50.000Z 台湾起诉10人涉嫌倒卖美国禁运半导体至中国 https://slicast.com/article/y8r8ba Slicast en 2026-10-07T09:49:42.000Z Elon Musk confirms Tesla and SpaceXAI will build and operate their own AI chip fabrication plants https://slicast.com/zh/article/y8r8ba Slicast zh-cn 2026-10-07T09:49:42.000Z 埃隆·马斯克确认Tesla和SpaceXAI将自建并运营AI芯片晶圆厂 https://slicast.com/article/rxtwqf Slicast en 2026-10-07T09:16:48.000Z BlackRock in exclusive talks on $20 billion data center infrastructure investment deal https://slicast.com/zh/article/rxtwqf Slicast zh-cn 2026-10-07T09:16:48.000Z BlackRock 独家洽谈 200 亿美元数据中心基础设施投资交易 https://slicast.com/article/15yv3b6 Slicast en 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU H2 2026 进入量产:3360 亿晶体管 + HBM4 288GB + 22 TB/s 带宽 https://slicast.com/zh/article/15yv3b6 Slicast zh-cn 2026-10-06T21:12:00.000Z NVIDIA Vera Rubin GPU H2 2026 进入量产:3360 亿晶体管 + HBM4 288GB + 22 TB/s 带宽 https://slicast.com/article/19gilz6 Slicast en 2026-10-06T21:11:00.000Z ITIF 报告:美国 AI 基础设施投资 2025-2032 年或累计达 $10.3 万亿 https://slicast.com/zh/article/19gilz6 Slicast zh-cn 2026-10-06T21:11:00.000Z ITIF 报告:美国 AI 基础设施投资 2025-2032 年或累计达 $10.3 万亿 https://slicast.com/article/18hhgo4 Slicast en 2026-10-06T21:10:00.000Z SoftBank 以 $40 亿完成收购 DigitalBridge,打造逾 $1000 亿数字基础设施资管平台 https://slicast.com/zh/article/18hhgo4 Slicast zh-cn 2026-10-06T21:10:00.000Z SoftBank 以 $40 亿完成收购 DigitalBridge,打造逾 $1000 亿数字基础设施资管平台 https://slicast.com/article/131fx38 Slicast en 2026-10-06T21:09:00.000Z Nebius 10 月 1 日全线涨价:H100 +17% 至 $4.50/小时,B300 至 $9.50/小时 https://slicast.com/zh/article/131fx38 Slicast zh-cn 2026-10-06T21:09:00.000Z Nebius 10 月 1 日全线涨价:H100 +17% 至 $4.50/小时,B300 至 $9.50/小时 https://slicast.com/article/qd6rih Slicast en 2026-10-06T21:08:00.000Z IREN 转型加速:AI 云收入 Q3 环比 +94% 至 $3360 万,持有 $34 亿 NVIDIA 五年合同 https://slicast.com/zh/article/qd6rih Slicast zh-cn 2026-10-06T21:08:00.000Z IREN 转型加速:AI 云收入 Q3 环比 +94% 至 $3360 万,持有 $34 亿 NVIDIA 五年合同 https://slicast.com/article/qv4rr8 Slicast en 2026-10-06T21:07:00.000Z Gartner:2026 年 AI 优化 IaaS 支出增 96% 至 $420 亿,推理首超训练 https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-06T21:07:00.000Z Gartner:2026 年 AI 优化 IaaS 支出增 96% 至 $420 亿,推理首超训练 https://slicast.com/article/nz8jpm Slicast en 2026-10-06T21:06:00.000Z 超大规模厂商 2026 年资本开支合计约 $7250 亿,同比暴涨 77% https://slicast.com/zh/article/nz8jpm Slicast zh-cn 2026-10-06T21:06:00.000Z 超大规模厂商 2026 年资本开支合计约 $7250 亿,同比暴涨 77% https://slicast.com/article/15huou2 Slicast en 2026-10-06T21:05:00.000Z Akamai 获 Anthropic 7 年 $116 亿云合同,潜在规模可扩至 $200 亿 https://slicast.com/zh/article/15huou2 Slicast zh-cn 2026-10-06T21:05:00.000Z Akamai 获 Anthropic 7 年 $116 亿云合同,潜在规模可扩至 $200 亿 https://slicast.com/article/3gvyk8 Slicast en 2026-10-06T21:04:00.000Z NVIDIA 联合 Apollo/Blackstone/KKR 等六大机构打造 $5000 亿 GPU 抵押融资平台 https://slicast.com/zh/article/3gvyk8 Slicast zh-cn 2026-10-06T21:04:00.000Z NVIDIA 联合 Apollo/Blackstone/KKR 等六大机构打造 $5000 亿 GPU 抵押融资平台 https://slicast.com/article/ljw6e5 Slicast en 2026-10-06T21:03:00.000Z Invezz 列出 CoreWeave 五大风险,Cantor Fitzgerald 同日维持买入目标 $176 https://slicast.com/zh/article/ljw6e5 Slicast zh-cn 2026-10-06T21:03:00.000Z Invezz 列出 CoreWeave 五大风险,Cantor Fitzgerald 同日维持买入目标 $176 https://slicast.com/article/1a07urg Slicast en 2026-10-06T21:02:00.000Z Nscale 向纽交所提交 S-1:估值 $350 亿、H1 收入增 1252%,亏损却超 $10 亿 https://slicast.com/zh/article/1a07urg Slicast zh-cn 2026-10-06T21:02:00.000Z Nscale 向纽交所提交 S-1:估值 $350 亿、H1 收入增 1252%,亏损却超 $10 亿 https://slicast.com/article/11661mx Slicast en 2026-10-06T21:01:00.000Z Anthropic IPO 进入倒计时:目标估值 $2 万亿,若成功将刷新全球最大 IPO 纪录 https://slicast.com/zh/article/11661mx Slicast zh-cn 2026-10-06T21:01:00.000Z Anthropic IPO 进入倒计时:目标估值 $2 万亿,若成功将刷新全球最大 IPO 纪录 https://slicast.com/commentary/constellation-2026-10-06 Slicast en 2026-10-06T20:44:06.195Z Constellation Energy, October 2026: Google's 3.6 GW Deal and Amazon's Calvert Cliffs PPA https://slicast.com/zh/commentary/constellation-2026-10-06 Slicast zh-cn 2026-10-06T20:44:06.195Z 星座能源 2026年10月：谷歌3.6吉瓦协议与亚马逊卡尔弗特克利夫斯核能PPA https://slicast.com/commentary/vistra-2026-10-06 Slicast en 2026-10-06T20:35:48.350Z Why the DOE's $4.2B Nuclear Loan Plan Sent Vistra Shares Up 10.8% — October 2026 https://slicast.com/zh/commentary/vistra-2026-10-06 Slicast zh-cn 2026-10-06T20:35:48.350Z 美国能源部42亿美元核电贷款计划推动Vistra股价上涨10.8%（2026年10月） https://slicast.com/article/10rrm96 Slicast en 2026-10-06T20:34:00.000Z Fisk Electric Awarded $24 Million Data Center Electrical Project, Expanding Prefabrication Capabilities in Houston https://slicast.com/zh/article/10rrm96 Slicast zh-cn 2026-10-06T20:34:00.000Z Fisk Electric获2400万美元数据中心电力项目 https://slicast.com/commentary/talen-2026-10-06 Slicast en 2026-10-06T20:27:08.788Z Talen Energy (TLN), October 2026: Data Center Campus, PJM Capacity Win, and a CEO Handoff https://slicast.com/zh/commentary/talen-2026-10-06 Slicast zh-cn 2026-10-06T20:27:08.788Z 泰伦能源（TLN）2026 年 10 月：数据中心园区、PJM 容量拍卖胜出与 CEO 交接 https://slicast.com/brief/2026-10-07 Slicast en 2026-10-06T20:18:50.083Z Latest AI Infrastructure News: October 7, 2026 https://slicast.com/zh/brief/2026-10-07 Slicast zh-cn 2026-10-06T20:18:50.083Z AI 基础设施新闻早报 · 2026年10月7日 https://slicast.com/ko/brief/2026-10-07 Slicast ko 2026-10-06T20:18:50.083Z 최신 AI 인프라 뉴스 · 2026년 10월 7일 https://slicast.com/article/ormxn6 Slicast en 2026-10-06T19:18:07.000Z Anthropic may achieve an initial public offering timeline significantly ahead of OpenAI's potential market debut. https://slicast.com/zh/article/ormxn6 Slicast zh-cn 2026-10-06T19:18:07.000Z Anthropic可能比OpenAI提前超过一年进入资本市场上市。 https://slicast.com/article/h95cms Slicast en 2026-10-06T19:10:08.000Z Qualcomm is pivoting to position itself as an AI data-center CPU vendor, targeting an estimated $200 billion market opportunity. https://slicast.com/zh/article/h95cms Slicast zh-cn 2026-10-06T19:10:08.000Z Qualcomm正转向AI数据中心CPU业务，瞄准价值2000亿美元的市场机会。 https://slicast.com/ko/article/h95cms Slicast ko 2026-10-06T19:10:08.000Z Qualcomm은 AI 데이터센터 CPU 공급업체로 자신을 포지셔닝하기 위해 방향을 전환하고 있으며, 추정 $200 billion 규모의 시장 기회를 목표로 하고 있습니다. https://slicast.com/article/1pnyfa4 Slicast en 2026-10-06T19:00:55.000Z An ambitious new data center is planned for rural North Queensland, Australia. https://slicast.com/zh/article/1pnyfa4 Slicast zh-cn 2026-10-06T19:00:55.000Z 澳大利亚昆士兰州乡村地区计划建设一座新数据中心。 https://slicast.com/ko/article/1pnyfa4 Slicast ko 2026-10-06T19:00:55.000Z 야심찬 새로운 데이터 센터가 오스트레일리아 North Queensland 농촌 지역에 건설될 예정이다. https://slicast.com/article/nk4r09 Slicast en 2026-10-06T18:48:25.000Z Armenia's Public Services Regulatory Commission is discussing the Firebird AI Data Center's connection to the national power grid. https://slicast.com/zh/article/nk4r09 Slicast zh-cn 2026-10-06T18:48:25.000Z 亚美尼亚公共服务监管委员会正讨论Firebird AI数据中心接入国家电网的事项。 https://slicast.com/ko/article/nk4r09 Slicast ko 2026-10-06T18:48:25.000Z 아르메니아 공공서비스규제위원회가 Firebird AI Data Center의 국가 전력망 연결에 대해 논의하고 있습니다. https://slicast.com/article/pynbdk Slicast en 2026-10-06T18:45:42.000Z Google has secured 3.6 gigawatts of power to supply its expanding AI data-center footprint amid rising strain on the U.S. electric grid. https://slicast.com/zh/article/pynbdk Slicast zh-cn 2026-10-06T18:45:42.000Z Google已锁定3.6吉瓦电力以供应其不断扩张的AI数据中心，此时美国电网压力日增。 https://slicast.com/ko/article/pynbdk Slicast ko 2026-10-06T18:45:42.000Z Google은 미국 전력망에 증가하는 부담이 커지는 가운데, 확대되는 AI 데이터센터에 전력을 공급하기 위해 3.6 기가와트의 전력을 확보했습니다. https://slicast.com/article/t9zazw Slicast en 2026-10-06T18:40:54.000Z Micron will pay Netlist $600 million over five years for a strategic AI memory technology patent licensing agreement. https://slicast.com/zh/article/t9zazw Slicast zh-cn 2026-10-06T18:40:54.000Z Micron将在五年内向Netlist支付6亿美元以获得AI内存技术专利许可。 https://slicast.com/ko/article/t9zazw Slicast ko 2026-10-06T18:40:54.000Z Micron이 전략적 AI 메모리 기술 특허 라이선싱 계약의 일환으로 Netlist에 5년간 600백만 달러를 지급한다. https://slicast.com/article/3gjysc Slicast en 2026-10-06T18:30:00.000Z An Australian government agency provided an AI company with early access to forthcoming data-center regulatory guidelines. https://slicast.com/zh/article/3gjysc Slicast zh-cn 2026-10-06T18:30:00.000Z 澳大利亚政府机构向一家AI巨头提前披露了即将出台的数据中心监管规则。 https://slicast.com/ko/article/3gjysc Slicast ko 2026-10-06T18:30:00.000Z 호주 정부 기관이 AI 회사에 예정된 데이터센터 규제 지침에 대한 조기 접근권을 제공했다. https://slicast.com/article/1fovkxe Slicast en 2026-10-06T18:29:15.000Z Applied Materials and Intel have announced a strategic collaboration on AI chip manufacturing processes and equipment. https://slicast.com/zh/article/1fovkxe Slicast zh-cn 2026-10-06T18:29:15.000Z Applied Materials与Intel公布了在AI芯片制造工艺和设备上的战略合作。 https://slicast.com/ko/article/1fovkxe Slicast ko 2026-10-06T18:29:15.000Z Applied Materials와 Intel이 AI 칩 제조 공정 및 장비에 대한 전략적 협력을 발표했습니다. https://slicast.com/article/14inrkr Slicast en 2026-10-06T18:21:00.000Z Data Center Cables Market to Reach $27.29 Billion by 2035, DC Market Insights Finds https://slicast.com/zh/article/14inrkr Slicast zh-cn 2026-10-06T18:21:00.000Z 数据中心光缆市场2035年达2729亿美元 https://slicast.com/article/j0mhi2 Slicast en 2026-10-06T18:04:25.000Z Taiwan's stock index reached a record 50,000, driven by TSMC's dominant position in advanced AI chip packaging through its CoWoS technology. https://slicast.com/zh/article/j0mhi2 Slicast zh-cn 2026-10-06T18:04:25.000Z 台湾股市创纪录突破5万点，由TSMC在先进AI芯片封装（CoWoS）领域的绝对主导地位驱动。 https://slicast.com/ko/article/j0mhi2 Slicast ko 2026-10-06T18:04:25.000Z 대만 주식지수가 사상 최고인 50,000에 도달했으며, 첨단 AI 칩 패키징 분야에서 CoWoS 기술을 기반으로 한 TSMC의 지배적 위치에 의해 견인되고 있습니다. https://slicast.com/article/1gbntfz Slicast en 2026-10-06T17:37:00.000Z Pennsylvania's Public Utilities Commission chairman called for state-level preemption of local permitting authority over new electric-generation facilities to accelerate deployment. https://slicast.com/zh/article/1gbntfz Slicast zh-cn 2026-10-06T17:37:00.000Z 宾夕法尼亚州公用事业委员会主席呼吁由州级权力优先于地方政府对新电源设施许可决定权。 https://slicast.com/ko/article/1gbntfz Slicast ko 2026-10-06T17:37:00.000Z 펜실베이니아 공공유틸리티위원회 위원장이 배치 가속화를 위해 신규 발전시설에 대한 지방 허가 권한의 주 차원 선점을 촉구했다. https://slicast.com/article/1lxocff Slicast en 2026-10-06T17:24:20.000Z Broadcom is reported to be considering a $42 billion financing arrangement to support Anthropic's custom AI chip leasing program. https://slicast.com/zh/article/1lxocff Slicast zh-cn 2026-10-06T17:24:20.000Z Broadcom被报告考虑提供420亿美元融资支持Anthropic的定制AI芯片租赁计划。 https://slicast.com/ko/article/1lxocff Slicast ko 2026-10-06T17:24:20.000Z Broadcom이 Anthropic의 맞춤형 AI 칩 임차 프로그램을 지원하기 위해 $42 billion 규모의 금융 구조를 검토 중인 것으로 보도되었습니다. https://slicast.com/article/vlci5k Slicast en 2026-10-06T17:19:53.000Z Pasqal is coordinating the Q-PLANET initiative, bringing together 28 partners from 11 countries to develop chips for neutral-atom quantum-computing technologies. https://slicast.com/zh/article/vlci5k Slicast zh-cn 2026-10-06T17:19:53.000Z Pasqal正领导Q-PLANET计划，集合11个国家的28家合作伙伴共同开发中性原子量子计算芯片。 https://slicast.com/ko/article/vlci5k Slicast ko 2026-10-06T17:19:53.000Z Pasqal이 Q-PLANET 이니셔티브를 조율하며 11개 국가의 28개 파트너를 모아 중립 원자 양자 컴퓨팅 칩 개발을 추진하고 있습니다. https://slicast.com/article/10c2bm9 Slicast en 2026-10-06T17:13:22.000Z Skybox wins rezoning approval in Hutto, Texas, but data-center power supply remains unclear. https://slicast.com/zh/article/10c2bm9 Slicast zh-cn 2026-10-06T17:13:22.000Z Skybox获得德州Hutto重划批准，但数据中心电力供应仍不明确。 https://slicast.com/article/cgg6ki Slicast en 2026-10-06T17:07:56.000Z Marvell Technology shares jump 6.5% on bullish AI chip demand and interconnect fabric outlook. https://slicast.com/zh/article/cgg6ki Slicast zh-cn 2026-10-06T17:07:56.000Z 美满电子股票跳升6.5%，受看好AI芯片需求和互联架构前景支撑。 https://slicast.com/article/cdo9nq Slicast en 2026-10-06T17:05:04.000Z Analysis examines trade models to balance U.S. export controls on AI chips to China against China's own adaptive/pacing strategies. https://slicast.com/zh/article/cdo9nq Slicast zh-cn 2026-10-06T17:05:04.000Z 分析论证平衡美国对华AI芯片出口管制与中国自适应/配速策略的贸易模式。 https://slicast.com/ko/article/cdo9nq Slicast ko 2026-10-06T17:05:04.000Z 분석은 중국으로의 AI 칩 수출 규제와 중국의 자체 적응형/페이싱 전략 간의 균형을 맞추는 무역 모델을 검토한다. https://slicast.com/article/g6dpkq Slicast en 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 deskside system validated at 2.2B tokens/day on NVIDIA GB300 (Blackwell Ultra GPU), achieving 800 Gbps throughput via ConnectX-8 SuperNIC. https://slicast.com/zh/article/g6dpkq Slicast zh-cn 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01工作台系统在英伟达GB300(Blackwell Ultra GPU)上验证每天22亿token，经由ConnectX-8 SuperNIC实现800 Gbps吞吐量。 https://slicast.com/ko/article/g6dpkq Slicast ko 2026-10-06T17:00:41.000Z Gigabyte W775-V10-L01 데스크사이드 시스템이 NVIDIA GB300 (Blackwell Ultra GPU)에서 2.2B 토큰/일로 검증되었으며, ConnectX-8 SuperNIC을 통해 800 Gbps 처리량을 달성했습니다. https://slicast.com/article/1irabf0 Slicast en 2026-10-06T16:48:00.000Z FuelCell Energy's Pennsylvania data-center project with Fit Energy triggered bullish market moves: FuelCell +11%, Bloom Energy +4%, signaling fuel-cell as long-duration power supply. https://slicast.com/zh/article/1irabf0 Slicast zh-cn 2026-10-06T16:48:00.000Z FuelCell Energy宾州与Fit Energy数据中心项目引发市场涨势：FuelCell +11%，Bloom Energy +4%，标志燃料电池为长期电力供应。 https://slicast.com/ko/article/1irabf0 Slicast ko 2026-10-06T16:48:00.000Z FuelCell Energy의 펜실베이니아 데이터센터 프로젝트와 Fit Energy 협력이 강세 시장을 촉발했습니다: FuelCell +11%, Bloom Energy +4%, 연료전지를 장기 전력 공급원으로 신호합니다. https://slicast.com/article/a0q79z Slicast en 2026-10-06T16:40:38.000Z Dentons advises Firebird AI KZ on Data Center Valley project in Kazakhstan—landmark greenfield data-center campus. https://slicast.com/zh/article/a0q79z Slicast zh-cn 2026-10-06T16:40:38.000Z Dentons顾问Firebird AI KZ的哈萨克斯坦'数据中心谷'项目——标志性的新建数据中心园区。 https://slicast.com/ko/article/a0q79z Slicast ko 2026-10-06T16:40:38.000Z Dentons이 Firebird AI KZ의 카자흐스탄 Data Center Valley 프로젝트를 자문 — 획기적 신규 데이터센터 캠퍼스 https://slicast.com/article/f4i14w Slicast en 2026-10-06T16:40:11.000Z Quetta Data Centers navigates permitting and pre-construction complexity for edge AI compute sites; focus on grid coordination and utility alignment. https://slicast.com/zh/article/f4i14w Slicast zh-cn 2026-10-06T16:40:11.000Z Quetta Data Centers应对边缘AI计算站点的许可和前期施工复杂性；重点是电网协调和公用事业对齐。 https://slicast.com/article/8ihega Slicast en 2026-10-06T16:32:19.000Z AI data centers' rapid power demand swings (MW-scale ramps on chip frequency/voltage changes) require coordinated chip-to-grid design involving chip makers, operators, utilities, and grid infrastructu https://slicast.com/zh/article/8ihega Slicast zh-cn 2026-10-06T16:32:19.000Z AI数据中心的快速电力需求摇摆(芯片频/压变化导致MW级峰值)需要涉及芯片制造商、运营商、公用事业和电网基础设施的芯片到电网协调设计。 https://slicast.com/ko/article/8ihega Slicast ko 2026-10-06T16:32:19.000Z AI 데이터 센터의 급격한 전력 수요 변동(칩 주파수·전압 변화로 인한 MW 규모의 급상승)은 칩 제조사, 운영자, 전력회사, 전력망 기반시설이 참여하는 조정된 칩-그리드 설계를 요구한다. https://slicast.com/article/17ohx2x Slicast en 2026-10-06T16:25:00.000Z 27 former Samsung and SK Hynix engineers depart China's CXMT (ChangXin Memory) after average 2.9-year tenure; signals potential talent drain from indigenous Chinese DRAM/HBM fabs. https://slicast.com/zh/article/17ohx2x Slicast zh-cn 2026-10-06T16:25:00.000Z 27位来自三星和SK海力士的工程师离职中国长鑫存储(CXMT)，平均任期2.9年；标志中国本土DRAM/HBM芯片厂人才流失。 https://slicast.com/ko/article/17ohx2x Slicast ko 2026-10-06T16:25:00.000Z 삼성과 SK Hynix의 전직 엔지니어 27명이 평균 2.9년 근무 후 중국의 CXMT (ChangXin Memory)를 떠남; 중국 자체 DRAM/HBM 팹에서의 잠재적 인재 유출 신호. https://slicast.com/article/i431le Slicast en 2026-10-06T16:20:43.000Z Hyperscalers (Microsoft, Meta, Oracle, Amazon) outspend operating cash flows to fund AI infrastructure capex; combined capex eyed above $1 trillion. https://slicast.com/zh/article/i431le Slicast zh-cn 2026-10-06T16:20:43.000Z 超大规模云商(微软、Meta、甲骨文、亚马逊)超支运营现金流来资助AI基础设施资本支出；合计资本支出瞄准超1万亿美元。 https://slicast.com/ko/article/i431le Slicast ko 2026-10-06T16:20:43.000Z 하이퍼스케일러(Microsoft, Meta, Oracle, Amazon)들이 AI 인프라 capex를 위해 영업 현금 흐름을 초과 지출하고 있으며, 통합 capex는 1조 달러 이상으로 전망됩니다. https://slicast.com/article/1j2qucj Slicast en 2026-10-06T16:19:09.000Z Google signs 3.6-GW power supply agreement with Constellation Energy (nuclear and natural gas baseload) covering the PJM Interconnection service area (Mid-Atlantic data-center hub). https://slicast.com/zh/article/1j2qucj Slicast zh-cn 2026-10-06T16:19:09.000Z 谷歌与Constellation Energy签署3.6 GW电力供应协议(核电和天然气基线)，覆盖PJM Interconnection服务区(中大西洋数据中心枢纽)。 https://slicast.com/ko/article/1j2qucj Slicast ko 2026-10-06T16:19:09.000Z Google이 Constellation Energy(핵전력 및 천연가스 기저전력)와 PJM Interconnection 서비스 지역(Mid-Atlantic 데이터센터 허브)을 대상으로 하는 3.6GW 전력 공급 계약을 체결합니다. https://slicast.com/article/gyxkwp Slicast en 2026-10-06T16:19:00.000Z Cameco and other uranium/reactor stocks jump on investor focus on new U.S. reactor framework and AI-driven nuclear demand tailwinds. https://slicast.com/zh/article/gyxkwp Slicast zh-cn 2026-10-06T16:19:00.000Z 卡麦科和其他铀/反应堆股票因投资者聚焦新的美国反应堆框架和AI驱动的核需求顺风而上升。 https://slicast.com/ko/article/gyxkwp Slicast ko 2026-10-06T16:19:00.000Z Cameco 및 우라늄/원전 주식들이 새로운 U.S. 원자로 체계와 AI 기반 원자력 수요 상승에 따른 투자자 관심으로 급등했다. https://slicast.com/article/1nlv04b Slicast en 2026-10-06T16:14:46.000Z Epoch AI research finds China more exposed to semiconductor supply shocks (fab capacity constraints, design-tool dependencies, rare-element sourcing) than the U.S. https://slicast.com/zh/article/1nlv04b Slicast zh-cn 2026-10-06T16:14:46.000Z Epoch AI研究发现中国对半导体供应冲击(芯片厂容量制约、设计工具依赖、稀有元素采购)的暴露度高于美国。 https://slicast.com/ko/article/1nlv04b Slicast ko 2026-10-06T16:14:46.000Z Epoch AI 연구에 따르면 중국이 반도체 공급 충격(파운드리 용량 제약, 설계 도구 의존성, 희귀 원소 조달)에 미국보다 더 취약한 것으로 나타났다. https://slicast.com/article/1p8v6uy Slicast en 2026-10-06T16:04:17.000Z AWS plans 36-building data-center megacampus in Indiana County, Pennsylvania (Homer City Energy Campus site). https://slicast.com/zh/article/1p8v6uy Slicast zh-cn 2026-10-06T16:04:17.000Z AWS计划在宾州印第安纳县建设36栋数据中心巨型园区(Homer City Energy Campus)。 https://slicast.com/ko/article/1p8v6uy Slicast ko 2026-10-06T16:04:17.000Z AWS가 Indiana County, Pennsylvania의 Homer City Energy Campus 부지에 36개 건물 데이터센터 메가캠퍼스 구축을 계획 중입니다. https://slicast.com/article/1g806th Slicast en 2026-10-06T16:01:15.000Z Maryland procures 440 MW / 1,760 MWh energy storage in first-round awards under Next Generation Energy Act; falls short of 800-MW state target due to PJM capacity constraints. https://slicast.com/zh/article/1g806th Slicast zh-cn 2026-10-06T16:01:15.000Z 马里兰州在《下一代能源法》第一轮奖项中采购440 MW/1,760 MWh能储能；因PJM容量制约，未达州内800 MW目标。 https://slicast.com/ko/article/1g806th Slicast ko 2026-10-06T16:01:15.000Z Maryland가 Next Generation Energy Act의 1차 공고에서 440 MW / 1,760 MWh 에너지 저장을 조달했으나, PJM 용량 제약으로 800-MW 주 목표에 미달했다. https://slicast.com/article/ojuroj Slicast en 2026-10-06T16:00:10.000Z Nuclear stocks rally on Google's 3.6-GW reactor deal: NANO Nuclear Energy and Oklo jump 8%, NuScale Power gains 7%, validating long-duration SMR and microreactor demand. https://slicast.com/zh/article/ojuroj Slicast zh-cn 2026-10-06T16:00:10.000Z 核电股在谷歌3.6 GW反应堆交易上涨：NANO Nuclear Energy和Oklo跳升8%，NuScale Power上升7%，验证长期SMR和微反应堆需求。 https://slicast.com/ko/article/ojuroj Slicast ko 2026-10-06T16:00:10.000Z 원자력 주식이 Google의 3.6-GW 원자로 계약에 랠리: NANO Nuclear Energy와 Oklo 8% 상승, NuScale Power 7% 상승, 장기 SMR과 마이크로리액터 수요 검증. https://slicast.com/article/jsb7fz Slicast en 2026-10-06T16:00:00.000Z AMD CEO announces substantial capacity increase to meet AI demand, leveraging CoWoS advanced packaging and foundry partnerships. https://slicast.com/zh/article/jsb7fz Slicast zh-cn 2026-10-06T16:00:00.000Z AMD首席执行官宣布实质性产能增加以满足AI需求，利用CoWoS先进封装和芯片代工合作。 https://slicast.com/ko/article/jsb7fz Slicast ko 2026-10-06T16:00:00.000Z AMD CEO가 CoWoS 첨단 패키징과 파운드리 파트너십을 활용하여 AI 수요 충족을 위한 상당한 용량 확대를 발표했습니다. https://slicast.com/article/1khqem0 Slicast en 2026-10-06T16:00:00.000Z Ten individuals indicted for smuggling advanced chips and fraud; enforcement action highlights ongoing prosecution of unauthorized accelerator diversion. https://slicast.com/zh/article/1khqem0 Slicast zh-cn 2026-10-06T16:00:00.000Z 十人因走私先进芯片和欺诈被控诉；执法行动突显对未授权加速器转移的持续起诉。 https://slicast.com/ko/article/1khqem0 Slicast ko 2026-10-06T16:00:00.000Z 10명이 첨단 칩 밀반출 및 사기로 기소됨; 집행 조치는 무허가 가속기 전환에 대한 지속적인 기소를 강조한다. https://slicast.com/article/ojfyyk Slicast en 2026-10-06T15:55:00.000Z China's DeepSeek and peers release 16 AI foundation models in one month despite U.S. export controls on cutting-edge GPUs, signaling adaptive supply-chain resilience. https://slicast.com/zh/article/ojfyyk Slicast zh-cn 2026-10-06T15:55:00.000Z 中国DeepSeek及同行在一个月内发布16个AI基础模型，尽管美国对尖端GPU的出口管制，标志适应性供应链韧性。 https://slicast.com/ko/article/ojfyyk Slicast ko 2026-10-06T15:55:00.000Z DeepSeek 등 중국 기업들이 미국의 첨단 GPU 수출 규제에도 불구하고 한 달 만에 16개 AI 기초 모델을 출시하며 적응형 공급망 회복력을 시사하다. https://slicast.com/article/33ldji Slicast en 2026-10-06T15:52:35.000Z Applied Digital secures 1-GW power site for European AI campus, marking material step toward independent neocloudcompute supply in EU. https://slicast.com/zh/article/33ldji Slicast zh-cn 2026-10-06T15:52:35.000Z Applied Digital为欧洲AI园区获得1 GW电力场地，标志向欧盟独立新云计算供应迈出实质性步骤。 https://slicast.com/ko/article/33ldji Slicast ko 2026-10-06T15:52:35.000Z Applied Digital이 유럽 AI 캠퍼스를 위한 1-GW 전력소를 확보했으며, EU 내 독립적인 신세대 클라우드 컴퓨팅 공급을 향한 실질적 진전을 나타낸다. https://slicast.com/article/d5qmre Slicast en 2026-10-06T15:50:38.000Z Marvell Technology raises its 2028 revenue guidance to $20 billion, driven by sustained custom AI chip demand from hyperscalers. https://slicast.com/zh/article/d5qmre Slicast zh-cn 2026-10-06T15:50:38.000Z Marvell Technology将2028年收入指引提升至200亿美元,受超大规模云厂商对定制AI芯片需求推动。 https://slicast.com/ko/article/d5qmre Slicast ko 2026-10-06T15:50:38.000Z Marvell Technology가 하이퍼스케일러의 지속적인 맞춤형 AI 칩 수요에 견인되며 2028 매출 전망을 $20 billion으로 상향 조정했다. https://slicast.com/article/403fun Slicast en 2026-10-06T15:50:31.000Z Japanese chipmaker Rapidus launches the CORE initiative with Design Solution Associates as its first phase to support semiconductor design and manufacturing. https://slicast.com/zh/article/403fun Slicast zh-cn 2026-10-06T15:50:31.000Z 日本芯片制造商Rapidus启动CORE倡议,通过Design Solution Associates项目支持半导体设计和制造。 https://slicast.com/ko/article/403fun Slicast ko 2026-10-06T15:50:31.000Z 일본 칩 제조사 Rapidus가 Design Solution Associates를 첫 단계로 하여 반도체 설계 및 제조 지원을 위한 CORE 이니셔티브를 출범했다. https://slicast.com/article/1wpqwei Slicast en 2026-10-06T15:44:00.000Z HIVE Digital Technologies Ltd. (TSXV:HIVE), a former Bitcoin mining operator, shifts focus to high-performance AI cloud compute and GPU leasing deals. https://slicast.com/zh/article/1wpqwei Slicast zh-cn 2026-10-06T15:44:00.000Z 比特币矿商HIVE Digital Technologies(TSXV:HIVE)从纯加密货币挖矿向高性能AI云计算和GPU租赁业务转向。 https://slicast.com/ko/article/1wpqwei Slicast ko 2026-10-06T15:44:00.000Z HIVE Digital Technologies Ltd. (TSXV:HIVE)는 이전 Bitcoin 채굴 사업자에서 고성능 AI 클라우드 컴퓨팅 및 GPU 임차 거래로 사업 초점을 전환합니다. https://slicast.com/article/1an97v2 Slicast en 2026-10-06T15:43:38.000Z Chinese memory manufacturers including ChangXin Memory (CXMT) conduct fresh capital raises via IPO to scale DRAM and NAND production capacity. https://slicast.com/zh/article/1an97v2 Slicast zh-cn 2026-10-06T15:43:38.000Z 包括长鑫存储(CXMT)在内的中国存储芯片制造商通过IPO融资,扩大DRAM和NAND产能。 https://slicast.com/ko/article/1an97v2 Slicast ko 2026-10-06T15:43:38.000Z ChangXin Memory (CXMT) 등 중국 메모리 제조업체들이 IPO를 통해 신규 자금을 조달하여 DRAM과 NAND 생산 역량을 확대한다. https://slicast.com/article/15y31xi Slicast en 2026-10-06T15:33:19.000Z Huawei and Qualcomm reverse royalty flows in a new cross-licensing agreement, signaling IP capability advancement and trade negotiation thaw. https://slicast.com/zh/article/15y31xi Slicast zh-cn 2026-10-06T15:33:19.000Z 华为与高通在交叉许可协议中反转了专利费流向,信号表明IP能力提升和贸易谈判缓和。 https://slicast.com/ko/article/15y31xi Slicast ko 2026-10-06T15:33:19.000Z Huawei와 Qualcomm이 새로운 교차 라이선싱 협약에서 로열티 흐름을 역전하며, IP 역량 강화와 무역 협상 해빙을 시사합니다. https://slicast.com/article/1l2pf3c Slicast en 2026-10-06T15:32:50.000Z Nscale data center operator hires Justin Osofsky, Meta's former VP of Infrastructure, as Chief Operating Officer. https://slicast.com/zh/article/1l2pf3c Slicast zh-cn 2026-10-06T15:32:50.000Z 数据中心运营商Nscale聘请Meta前基础设施副总裁Justin Osofsky担任首席运营官。 https://slicast.com/ko/article/1l2pf3c Slicast ko 2026-10-06T15:32:50.000Z 데이터센터 운영사 Nscale이 Meta의 전 인프라담당 부사장 Justin Osofsky를 최고운영책임자로 채용했다. https://slicast.com/article/nq6w54 Slicast en 2026-10-06T15:31:18.000Z Micron Technology settles patent litigation with Netlist for $600 million and announces acceleration of High Bandwidth Memory (HBM) production expansion. https://slicast.com/zh/article/nq6w54 Slicast zh-cn 2026-10-06T15:31:18.000Z Micron Technology与Netlist达成专利诉讼和解,金额6亿美元,并加速高带宽内存(HBM)产能扩张。 https://slicast.com/ko/article/nq6w54 Slicast ko 2026-10-06T15:31:18.000Z Micron Technology가 Netlist와의 특허 소송을 $600 million에 합의하고 High Bandwidth Memory (HBM) 생산 확대 가속화를 발표했다. https://slicast.com/article/1omi2zi Slicast en 2026-10-06T15:27:14.000Z China's rare earth export quota (temporary truce) expires November 10 with no renewal in sight, threatening supply stability for semiconductor fabrication equipment. https://slicast.com/zh/article/1omi2zi Slicast zh-cn 2026-10-06T15:27:14.000Z 中国稀土出口配额(临时协议)于11月10日到期,无续期迹象,威胁半导体制造设备供应稳定。 https://slicast.com/ko/article/1omi2zi Slicast ko 2026-10-06T15:27:14.000Z 중국의 희토류 수출 쿼터(임시 휴전)가 November 10에 만료되고 갱신 예정이 없어 반도체 제조 장비 공급 안정성을 위협한다. https://slicast.com/article/zyek1a Slicast en 2026-10-06T15:20:52.000Z Broadcom secures a multi-decade partnership with Google extending through 2037 for custom AI chip supply, a $42 billion credit facility, and additional major funding. https://slicast.com/zh/article/zyek1a Slicast zh-cn 2026-10-06T15:20:52.000Z Broadcom获得与Google的多年期合作伙伴关系(至2037年),获42亿美元信用额度,以及定制AI芯片供应承诺。 https://slicast.com/ko/article/zyek1a Slicast ko 2026-10-06T15:20:52.000Z Broadcom이 Google과 맞춤형 AI 칩 공급, $42억 신용 한도, 추가 주요 자금 조달을 포함하는 2037년까지의 수십 년 규모 파트너십을 확보했다. https://slicast.com/article/e9y62v Slicast en 2026-10-06T15:19:55.000Z DayOne, a new data center operator, launches public offering targeting 2.3 GW of capacity by 2028 while ramping revenue and managing rising operating losses. https://slicast.com/zh/article/e9y62v Slicast zh-cn 2026-10-06T15:19:55.000Z 新兴数据中心运营商DayOne启动IPO,目标2028年实现2.3GW产能,同时扩大营收和管理运营亏损。 https://slicast.com/ko/article/e9y62v Slicast ko 2026-10-06T15:19:55.000Z DayOne은 신규 데이터센터 운영사로서 공모를 추진하며 2028년까지 2.3 GW 용량 확보를 목표로 수익을 확대하면서 증가하는 운영 손실을 관리하고 있다. https://slicast.com/article/1yybv77 Slicast en 2026-10-06T15:08:05.000Z Oakland City Council votes on a 45-day data center development moratorium to assess local power grid and infrastructure impacts. https://slicast.com/zh/article/1yybv77 Slicast zh-cn 2026-10-06T15:08:05.000Z Oakland市议会投票对数据中心发展实施45天暂停令,以评估当地电网和基础设施影响。 https://slicast.com/ko/article/1yybv77 Slicast ko 2026-10-06T15:08:05.000Z Oakland City Council이 지역 전력망 및 인프라 영향을 평가하기 위해 45일 데이터 센터 개발 모라토리엄에 투표한다. https://slicast.com/article/6nkp7f Slicast en 2026-10-06T15:06:55.000Z IREN (a Bitcoin mining operator) pivots toward AI cloud compute deals and GPU leasing, reframing its investor narrative and revenue diversification strategy. https://slicast.com/zh/article/6nkp7f Slicast zh-cn 2026-10-06T15:06:55.000Z 比特币矿商IREN转向AI云计算和GPU租赁业务,调整投资者叙事和收入多元化战略。 https://slicast.com/ko/article/6nkp7f Slicast ko 2026-10-06T15:06:55.000Z IREN은 비트코인 채굴에서 AI 클라우드 컴퓨팅 및 GPU 임차로 방향을 전환하며 투자자 내러티브와 수익 다각화 전략을 재구성하고 있다. https://slicast.com/article/zejplx Slicast en 2026-10-06T15:02:11.000Z Analysis: AI data center power demand is approaching grid capacity limits, with electricity supply emerging as the primary bottleneck for further buildout scale. https://slicast.com/zh/article/zejplx Slicast zh-cn 2026-10-06T15:02:11.000Z 分析:AI数据中心电力需求接近电网容量上限,电力供应成为进一步扩张的主要瓶颈。 https://slicast.com/ko/article/zejplx Slicast ko 2026-10-06T15:02:11.000Z 분석: AI 데이터 센터 전력 수요가 전력망 용량 한계에 근접하고 있으며, 전기 공급이 추가 확장의 주요 병목으로 부상하고 있습니다. https://slicast.com/article/1dgigc5 Slicast en 2026-10-06T15:00:00.000Z Commonwealth Edison (ComEd) commits to file a virtual power plant (VPP) framework by end of 2027, expanding grid resources beyond battery storage. https://slicast.com/zh/article/1dgigc5 Slicast zh-cn 2026-10-06T15:00:00.000Z Commonwealth Edison(ComEd)承诺在2027年底前提交虚拟电厂(VPP)框架,扩展电网资源超越电池储能。 https://slicast.com/ko/article/1dgigc5 Slicast ko 2026-10-06T15:00:00.000Z Commonwealth Edison (ComEd)은 2027년 말까지 가상 발전소(VPP) 프레임워크를 제출하기로 약속하고, 배터리 저장을 넘어 그리드 자원을 확대한다. https://slicast.com/article/13bct5n Slicast en 2026-10-06T14:59:53.000Z Microsoft and Chevron sign a 20-year power purchase agreement (PPA) to supply electricity for a Texas data center facility. https://slicast.com/zh/article/13bct5n Slicast zh-cn 2026-10-06T14:59:53.000Z Microsoft与Chevron签署20年电力购买协议(PPA),为Texas数据中心供应电力。 https://slicast.com/ko/article/13bct5n Slicast ko 2026-10-06T14:59:53.000Z Microsoft와 Chevron이 Texas 데이터센터 시설에 전력을 공급하기 위한 20년 전력구매계약(PPA)을 체결했습니다. https://slicast.com/article/1pfb972 Slicast en 2026-10-06T14:49:21.000Z MISO (Midwestern regional grid operator) accelerates its interconnection queue processing to reduce time-to-grid for new power generation projects. https://slicast.com/zh/article/1pfb972 Slicast zh-cn 2026-10-06T14:49:21.000Z MISO(美国中西部区域电网运营商)加快接入队列处理,减少新电源项目的上网时间。 https://slicast.com/ko/article/1pfb972 Slicast ko 2026-10-06T14:49:21.000Z MISO(중서부 지역 계통 운영사)는 상호연결 대기열 처리를 가속화하여 신규 발전 프로젝트의 계통 연결 시간을 단축합니다. https://slicast.com/article/thdf0a Slicast en 2026-10-06T14:48:41.000Z Small modular reactor (SMR) developer NuScale receives support from ENTRA1 for commercial deployment of nuclear power to supply AI data center operations. https://slicast.com/zh/article/thdf0a Slicast zh-cn 2026-10-06T14:48:41.000Z 小型模块化反应堆(SMR)开发商NuScale获得ENTRA1支持,部署核电为AI数据中心供电。 https://slicast.com/ko/article/thdf0a Slicast ko 2026-10-06T14:48:41.000Z 소형 모듈식 원자로(SMR) 개발사 NuScale이 AI 데이터센터 운영을 위한 원자력 상용 배포에 ENTRA1으로부터 지원을 받습니다. https://slicast.com/article/ksybzw Slicast en 2026-10-06T14:33:11.000Z An analysis concludes that geothermal power can realistically meet only approximately 90 GW of the estimated 800 GW total power demand for future AI data centers globally. https://slicast.com/zh/article/ksybzw Slicast zh-cn 2026-10-06T14:33:11.000Z 分析表明地热能现实上只能满足全球 AI 数据中心估计 800 GW 电力需求中的约 90 GW。 https://slicast.com/ko/article/ksybzw Slicast ko 2026-10-06T14:33:11.000Z 한 분석은 지열 발전이 향후 글로벌 AI 데이터 센터의 예상 800 GW 전체 전력 수요 중 약 90 GW만 현실적으로 충족할 수 있다고 결론짓는다. https://slicast.com/article/2heffd Slicast en 2026-10-06T14:30:56.000Z Applied Digital is developing a 1 GW data center campus in Finland, expanding the GPU cloud provider's infrastructure footprint in Europe. https://slicast.com/zh/article/2heffd Slicast zh-cn 2026-10-06T14:30:56.000Z Applied Digital 正在芬兰开发 1 GW 数据中心园区，扩展这家 GPU 云提供商在欧洲的基础设施。 https://slicast.com/ko/article/2heffd Slicast ko 2026-10-06T14:30:56.000Z Applied Digital이 핀란드에 1 GW 데이터센터 캠퍼스를 개발하고 있으며, 유럽의 GPU 클라우드 인프라 입지를 확대하고 있습니다. https://slicast.com/article/1m7f0fm Slicast en 2026-10-06T14:06:54.000Z Google has signed a 20-year nuclear power purchase agreement valued at $4.3 billion to supply electricity for its data center expansion. https://slicast.com/zh/article/1m7f0fm Slicast zh-cn 2026-10-06T14:06:54.000Z 谷歌签署了价值 43 亿美元、为期 20 年的核电购电协议，为数据中心扩建供电。 https://slicast.com/ko/article/1m7f0fm Slicast ko 2026-10-06T14:06:54.000Z Google이 데이터 센터 확장을 위한 전기 공급을 위해 $4.3 billion 규모의 20년 원전 전력 구매 계약을 체결했습니다. https://slicast.com/article/1kd57mf Slicast en 2026-10-06T14:00:02.000Z The U.S. Department of Energy intends to provide a $4.2 billion loan to Vistra for nuclear uprates of 433 MW while preserving 4 GW of existing capacity to meet data center power demand. https://slicast.com/zh/article/1kd57mf Slicast zh-cn 2026-10-06T14:00:02.000Z 美国能源部计划向 Vistra 提供 42 亿美元贷款，用于 433 MW 核电增容并保护现有 4 GW 产能以满足数据中心电力需求。 https://slicast.com/ko/article/1kd57mf Slicast ko 2026-10-06T14:00:02.000Z 미국 에너지부는 데이터 센터 전력 수요를 충족하기 위해 기존 4 GW 용량을 유지하면서 433 MW의 원자력 업그레이드를 위해 Vistra에 $4.2 billion의 대출을 제공할 의도이다. https://slicast.com/article/1mr6q5a Slicast en 2026-10-06T13:51:45.000Z Argonne's Leadership Computing Facility has expanded Aurora supercomputer's DAOS distributed storage system to 800 servers, architecting data pipelines for thousands of compute nodes across AI and sci https://slicast.com/zh/article/1mr6q5a Slicast zh-cn 2026-10-06T13:51:45.000Z 阿贡国家实验室高性能计算设施已将 Aurora 超级计算机的 DAOS 分布式存储系统扩展至 800 台服务器，为数千个计算节点的 AI 和科学工作负载搭建数据管道。 https://slicast.com/ko/article/1mr6q5a Slicast ko 2026-10-06T13:51:45.000Z Argonne의 Leadership Computing Facility가 Aurora 슈퍼컴퓨터의 DAOS 분산 저장소 시스템을 800개 서버로 확장했으며, AI 및 과학 워크로드 전반에 걸쳐 수천 개의 계산 노드를 위한 데이터 파이프라인을 구축했다. https://slicast.com/article/g307ng Slicast en 2026-10-06T13:48:57.000Z Samsung and SK Hynix have collectively lost 27 engineers to CXMT (ChangXin Memory), China's advanced memory chip maker, with most departures occurring within the past three years. https://slicast.com/zh/article/g307ng Slicast zh-cn 2026-10-06T13:48:57.000Z 三星和 SK 海力士共计向中国先进存储芯片制造商长鑫存储（CXMT）失去了 27 名工程师，其中大部分离职发生在过去三年。 https://slicast.com/ko/article/g307ng Slicast ko 2026-10-06T13:48:57.000Z Samsung과 SK Hynix는 중국의 첨단 메모리 칩 제조업체인 CXMT (ChangXin Memory)로 총 27명의 엔지니어를 잃었으며, 대부분의 이탈이 지난 3년 내에 발생했다. https://slicast.com/article/12stlf5 Slicast en 2026-10-06T13:39:32.000Z Elon Musk has indicated that TSMC could join Terafab, the U.S. government-backed initiative to build advanced chip manufacturing capacity on American soil. https://slicast.com/zh/article/12stlf5 Slicast zh-cn 2026-10-06T13:39:32.000Z 埃隆·马斯克表示台积电可能加入 Terafab，美国政府支持的在美国本土建设先进芯片制造产能的倡议。 https://slicast.com/ko/article/12stlf5 Slicast ko 2026-10-06T13:39:32.000Z 엘론 머스크는 TSMC가 미국 내 첨단 반도체 제조 능력을 구축하기 위해 미국 정부가 지원하는 Terafab에 참여할 수 있다고 밝혔다. https://slicast.com/article/r97eql Slicast en 2026-10-06T13:24:56.000Z Marvell has told Wall Street that its custom AI chip designs will exceed internal forecasts, driven by strong hyperscaler demand for Nvidia alternatives. https://slicast.com/zh/article/r97eql Slicast zh-cn 2026-10-06T13:24:56.000Z Marvell 告知华尔街其定制 AI 芯片设计将超过内部预期，受到超大规模云计算商对英伟达替代品的强劲需求驱动。 https://slicast.com/ko/article/r97eql Slicast ko 2026-10-06T13:24:56.000Z Marvell이 월스트리트에 자사의 맞춤형 AI 칩 설계가 내부 예측을 초과할 것이라고 밝혔으며, Nvidia 대체품에 대한 강한 하이퍼스케일러 수요에 의해 주도되고 있습니다. https://slicast.com/article/tctaeq Slicast en 2026-10-06T13:21:05.000Z Applied Materials and Intel have partnered at the EPIC Center to develop and accelerate manufacturing processes for advanced AI chips. https://slicast.com/zh/article/tctaeq Slicast zh-cn 2026-10-06T13:21:05.000Z 应用材料公司和英特尔在 EPIC 中心合作开发并加快先进 AI 芯片的制造工艺。 https://slicast.com/ko/article/tctaeq Slicast ko 2026-10-06T13:21:05.000Z Applied Materials와 Intel이 EPIC Center에서 첨단 AI 칩 제조 공정을 개발하고 가속화하기 위해 파트너십을 체결했습니다. https://slicast.com/article/14gnxrv Slicast en 2026-10-06T13:20:00.000Z Gigaphoton has introduced a neon gas recycling system capable of recovering approximately 50% of neon used in DUV lithography, addressing critical fab supply constraints. https://slicast.com/zh/article/14gnxrv Slicast zh-cn 2026-10-06T13:20:00.000Z Gigaphoton 推出了氖气回收系统，能够回收 DUV 光刻中使用的氖气的约 50%，解决晶圆厂的关键供应瓶颈。 https://slicast.com/ko/article/14gnxrv Slicast ko 2026-10-06T13:20:00.000Z Gigaphoton이 DUV 리소그래피에 사용되는 네온의 약 50%를 회수할 수 있는 네온 가스 재활용 시스템을 도입했으며, 팹의 심각한 공급 제약 문제를 해결한다. https://slicast.com/article/1idvbqe Slicast en 2026-10-06T13:12:00.000Z RMX Publishes Brief on QuantrusX Distributed Data Center https://slicast.com/zh/article/1idvbqe Slicast zh-cn 2026-10-06T13:12:00.000Z RMX发布QuantrusX分布式数据中心报告 https://slicast.com/article/5u0pwc Slicast en 2026-10-06T13:11:20.000Z AMD shared benchmarks for its RTX Spark AI accelerator, positioned as a competitor to Nvidia's offerings in data center AI compute. https://slicast.com/zh/article/5u0pwc Slicast zh-cn 2026-10-06T13:11:20.000Z AMD公布其RTX Spark AI加速器的基准测试成绩，定位为英伟达数据中心AI计算产品的竞争对手。 https://slicast.com/ko/article/5u0pwc Slicast ko 2026-10-06T13:11:20.000Z AMD가 RTX Spark AI 가속기 벤치마크를 발표했으며, 데이터센터 AI 컴퓨팅에서 Nvidia의 경쟁자로 자리매김했다. https://slicast.com/article/14r1mxg Slicast en 2026-10-06T13:10:48.000Z DeepSeek reportedly secured ¥800 billion in new funding and is preparing for an IPO, marking a strategic shift toward capital mobilization for frontier AI model development. https://slicast.com/zh/article/14r1mxg Slicast zh-cn 2026-10-06T13:10:48.000Z 深度求索据报获得约800亿元新融资，正筹备上市，标志其从此前拒绝资本融入转向面向前沿AI模型开发的资本动员。 https://slicast.com/ko/article/14r1mxg Slicast ko 2026-10-06T13:10:48.000Z DeepSeek이 ¥800억의 신규 자금을 확보했으며 IPO를 준비 중인 것으로 전해지고 있으며, 이는 차세대 AI 모델 개발을 위한 자본 동원으로의 전략적 전환을 나타냅니다. https://slicast.com/article/1ugci3z Slicast en 2026-10-06T13:10:22.000Z LG Electronics secured a contract to provide cooling solutions for a 5+ gigawatt AI data center facility. https://slicast.com/zh/article/1ugci3z Slicast zh-cn 2026-10-06T13:10:22.000Z LG电子获得为一座5吉瓦以上规模AI数据中心提供冷却解决方案的合同。 https://slicast.com/ko/article/1ugci3z Slicast ko 2026-10-06T13:10:22.000Z LG Electronics가 5+ 기가와트 규모 AI 데이터센터 냉각 솔루션 공급 계약을 확보했다. https://slicast.com/article/z7t6b7 Slicast en 2026-10-06T13:00:19.000Z Why Telecom Operators Are Building Their AI Strategy on Open Models https://slicast.com/zh/article/z7t6b7 Slicast zh-cn 2026-10-06T13:00:19.000Z 电信运营商基于开源模型构建AI战略 https://slicast.com/article/1hh6y2 Slicast en 2026-10-06T13:00:00.000Z Intel and Applied Materials are collaborating on 3D chip stacking techniques for AI accelerators, with work underway at EPIC Center. https://slicast.com/zh/article/1hh6y2 Slicast zh-cn 2026-10-06T13:00:00.000Z 英特尔与应用材料在EPIC中心合作推进AI加速器的三维芯片堆叠技术。 https://slicast.com/ko/article/1hh6y2 Slicast ko 2026-10-06T13:00:00.000Z Intel과 Applied Materials는 AI 가속기용 3D 칩 적층 기술 개발에 협력하고 있으며, EPIC Center에서 작업이 진행 중이다. https://slicast.com/article/d7na7w Slicast en 2026-10-06T13:00:00.000Z Teradyne introduced the Titan HP platform with burn-in testing capabilities for advanced AI accelerators used in data center deployments. https://slicast.com/zh/article/d7na7w Slicast zh-cn 2026-10-06T13:00:00.000Z Teradyne推出Titan HP平台，具备为数据中心AI加速器进行老化测试的能力。 https://slicast.com/ko/article/d7na7w Slicast ko 2026-10-06T13:00:00.000Z Teradyne이 데이터센터 배포에 사용되는 고급 AI 가속기용 번인 테스트 기능이 있는 Titan HP 플랫폼을 발표했다. https://slicast.com/article/1s271d1 Slicast en 2026-10-06T12:59:29.000Z Dell added data context, preparation, and storage features to its AI data platform. https://slicast.com/zh/article/1s271d1 Slicast zh-cn 2026-10-06T12:59:29.000Z 戴尔为其AI数据平台增加了数据上下文、准备和存储功能。 https://slicast.com/ko/article/1s271d1 Slicast ko 2026-10-06T12:59:29.000Z Dell이 자사 AI 데이터 플랫폼에 데이터 컨텍스트, 준비, 스토리지 기능을 추가했다. https://slicast.com/article/bd9kn0 Slicast en 2026-10-06T12:55:10.000Z Constellation Energy signed 20-year power purchase agreements with Google and Amazon for approximately 1.1 GW of new nuclear capacity expansion, with Google's portion valued at $4.3 billion for 890 MW https://slicast.com/zh/article/bd9kn0 Slicast zh-cn 2026-10-06T12:55:10.000Z 星座能源与谷歌和亚马逊签订20年购电协议，为约1.1吉瓦核能产能扩建，其中谷歌部分价值43亿美元、装机容量890兆瓦。 https://slicast.com/ko/article/bd9kn0 Slicast ko 2026-10-06T12:55:10.000Z Constellation Energy가 Google 및 Amazon과 새로운 원자력 용량 약 1.1 GW 확대를 위한 20년 전력구매계약을 체결했으며, Google의 부분은 890 MW에 대해 43억 달러로 평가된다. https://slicast.com/article/13ydvh2 Slicast en 2026-10-06T12:54:31.000Z South Korea announced ₩4.7 trillion ($3.49 billion) in government-backed equity investment to develop a homegrown frontier AI model capable of rivaling Chinese leaders. https://slicast.com/zh/article/13ydvh2 Slicast zh-cn 2026-10-06T12:54:31.000Z 韩国宣布投入4.7万亿韩元（约34.9亿美元）的政府支持股权投资，用于开发能与中国领先者竞争的自主前沿AI模型。 https://slicast.com/ko/article/13ydvh2 Slicast ko 2026-10-06T12:54:31.000Z 한국이 중국의 frontier AI 선도 기업들과 경쟁할 수 있는 자국형 frontier AI 모델 개발을 위해 정부 지원 지분 투자 ₩4.7 trillion ($3.49 billion)을 발표했다. https://slicast.com/article/gbejqw Slicast en 2026-10-06T12:49:08.000Z Google has secured a massive 3.6 GW power purchase agreement with Constellation Energy to supply electricity for large-scale AI data center expansion. https://slicast.com/zh/article/gbejqw Slicast zh-cn 2026-10-06T12:49:08.000Z Google与Constellation Energy达成3.6 GW电力购买协议，用于大规模AI数据中心扩张。 https://slicast.com/article/1mvm4sw Slicast en 2026-10-06T12:45:00.000Z EV charging company Xeal plans to deploy 100,000 Nvidia GPUs in pods at roadside charging sites across the U.S., creating a distributed edge inference network. https://slicast.com/zh/article/1mvm4sw Slicast zh-cn 2026-10-06T12:45:00.000Z 电动车充电公司Xeal计划在美国各地充电站部署10万块英伟达GPU，建立分布式边缘推理网络。 https://slicast.com/ko/article/1mvm4sw Slicast ko 2026-10-06T12:45:00.000Z EV 충전 회사 Xeal은 미국 전역의 도로변 충전소에 100,000개의 Nvidia GPU를 팟으로 배포하여 분산형 엣지 추론 네트워크를 구축할 계획입니다. https://slicast.com/article/1slj2nt Slicast en 2026-10-06T12:41:04.000Z Micron announced record guidance and 2027 HBM surcharges, signaling sustained pricing power as high-bandwidth memory supply remains constrained. https://slicast.com/zh/article/1slj2nt Slicast zh-cn 2026-10-06T12:41:04.000Z 美光公布创纪录前景指引和2027年HBM附加费用计划，表明高带宽存储器供应依然紧张的背景下定价权保持强势。 https://slicast.com/ko/article/1slj2nt Slicast ko 2026-10-06T12:41:04.000Z Micron이 사상 최고 가이던스와 2027년 HBM 할증료를 발표했으며, 고대역폭 메모리 공급 부족 속에서 지속된 가격 결정력을 신호하고 있다. https://slicast.com/article/7xvcpm Slicast en 2026-10-06T12:31:18.000Z China is accelerating global compute deployment and scaling AI infrastructure through international partnerships to circumvent U.S. export restrictions. https://slicast.com/zh/article/7xvcpm Slicast zh-cn 2026-10-06T12:31:18.000Z 中国正通过国际合作加快全球计算能力部署和AI基础设施扩展，以规避美国出口管制。 https://slicast.com/ko/article/7xvcpm Slicast ko 2026-10-06T12:31:18.000Z 중국이 미국의 수출 제한을 우회하기 위해 국제 파트너십을 통해 글로벌 컴퓨팅 배포를 가속화하고 AI 인프라를 확대하고 있다. https://slicast.com/article/18z6vl4 Slicast en 2026-10-06T12:17:09.000Z Applied Digital will develop a 1 GW AI data center campus in Finland, securing long-term power agreements for its first Nordic facility. https://slicast.com/zh/article/18z6vl4 Slicast zh-cn 2026-10-06T12:17:09.000Z Applied Digital 在芬兰开发 1 GW AI 数据中心园区，并为其首个北欧设施获得长期电力协议。 https://slicast.com/article/1wehfet Slicast en 2026-10-06T12:10:35.000Z Clockwork.io announced $31 million in funding, with new deployments at LinkedIn and Together AI, offering tools to preserve GPU workload progress without code changes. https://slicast.com/zh/article/1wehfet Slicast zh-cn 2026-10-06T12:10:35.000Z Clockwork.io宣布获得3100万美元融资，在LinkedIn和Together AI实现新部署，提供能在不修改代码的情况下保留GPU工作负荷进度的工具。 https://slicast.com/ko/article/1wehfet Slicast ko 2026-10-06T12:10:35.000Z Clockwork.io가 $31 million 자금 조달을 발표했으며, LinkedIn과 Together AI에서 새로운 배포를 시작했고, 코드 변경 없이 GPU 워크로드 진행을 보존하는 도구를 제공합니다. https://slicast.com/article/17ycb86 Slicast en 2026-10-06T12:00:00.000Z U.S. data center construction spending hit a record $85 billion annual pace in August 2026, up 73% year-over-year. https://slicast.com/zh/article/17ycb86 Slicast zh-cn 2026-10-06T12:00:00.000Z 美国数据中心建设支出在2026年8月达到创纪录的每年850亿美元速率，同比增长73%。 https://slicast.com/ko/article/17ycb86 Slicast ko 2026-10-06T12:00:00.000Z U.S. 데이터 센터 건설 지출이 2026년 8월에 연간 $85 billion의 사상 최고치를 기록했으며, 전년 대비 73% 상승했습니다. https://slicast.com/article/1f7fca8 Slicast en 2026-10-06T12:00:00.000Z Digital Realty filed a 8-K with the SEC disclosing a material agreement, debt/securities financing. https://slicast.com/zh/article/1f7fca8 Slicast zh-cn 2026-10-06T12:00:00.000Z Digital Realty 向 SEC 提交 8-K，披露重大协议、债务/证券融资。 https://slicast.com/article/1vhb5al Slicast en 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. files 8-K: other material event https://slicast.com/zh/article/1vhb5al Slicast zh-cn 2026-10-06T12:00:00.000Z DIGITAL REALTY TRUST, INC. 提交 8-K：重大事件 https://slicast.com/article/1w34r5y Slicast en 2026-10-06T12:00:00.000Z Kohlberg Acquires Advanced Industrial Devices to Accelerate Growth Across Data Center, Water and Power Infrastructure Markets https://slicast.com/zh/article/1w34r5y Slicast zh-cn 2026-10-06T12:00:00.000Z Kohlberg收购Advanced Industrial Devices https://slicast.com/article/tr891w Slicast en 2026-10-06T11:50:23.000Z Amazon signed a long-term power purchase agreement with Constellation Energy at Calvert Cliffs nuclear facility. https://slicast.com/zh/article/tr891w Slicast zh-cn 2026-10-06T11:50:23.000Z 亚马逊与星座能源在Calvert Cliffs核电站签订长期购电协议。 https://slicast.com/ko/article/tr891w Slicast ko 2026-10-06T11:50:23.000Z Amazon이 Constellation Energy와 Calvert Cliffs 원전에서 장기 전력 구매 계약을 체결했다. https://slicast.com/article/67sa5b Slicast en 2026-10-06T11:48:32.000Z ABB launched direct current (DC) power products to support 1 MW racks and 800 VDC architectures in data centers. https://slicast.com/zh/article/67sa5b Slicast zh-cn 2026-10-06T11:48:32.000Z ABB推出直流电源产品，支持数据中心1兆瓦机柜和800伏直流架构。 https://slicast.com/ko/article/67sa5b Slicast ko 2026-10-06T11:48:32.000Z ABB가 데이터 센터에서 1 MW 랙과 800 VDC 아키텍처를 지원하기 위해 직류(DC) 전력 제품을 출시했다. https://slicast.com/article/1jqxape Slicast en 2026-10-06T11:34:44.000Z Latin America Existing and Upcoming Data Center Portfolio https://slicast.com/zh/article/1jqxape Slicast zh-cn 2026-10-06T11:34:44.000Z 拉丁美洲数据中心现有及即将推出组合 https://slicast.com/article/17vy9vs Slicast en 2026-10-06T10:50:18.000Z Deepseek is raising at least $12 billion in new funding backed by CATL and Tencent, with the Chinese AI startup targeting a 2027 IPO. https://slicast.com/zh/article/17vy9vs Slicast zh-cn 2026-10-06T10:50:18.000Z Deepseek融资至少120亿美元，获CATL和腾讯支持，目标2027年IPO。 https://slicast.com/article/18xb81r Slicast en 2026-10-06T10:15:53.000Z TeraWulf is accelerating its Kentucky campus to 1 GW capacity by 2029, adding a second 500 MW phase one year ahead of original schedule. https://slicast.com/zh/article/18xb81r Slicast zh-cn 2026-10-06T10:15:53.000Z TeraWulf正加速肯塔基园区至2029年达1 GW容量，较原计划提前一年增加第二个500 MW阶段。 https://slicast.com/article/1d77swv Slicast en 2026-10-06T08:12:40.000Z Vietnam Data Center Colocation Market - Supply & Demand https://slicast.com/zh/article/1d77swv Slicast zh-cn 2026-10-06T08:12:40.000Z 越南数据中心代管市场 - 供需 https://slicast.com/article/1txtz2e Slicast en 2026-10-06T08:09:41.000Z Australia Data Center Colocation Market - Supply and Demand https://slicast.com/zh/article/1txtz2e Slicast zh-cn 2026-10-06T08:09:41.000Z 澳大利亚数据中心代管市场 - 供需 https://slicast.com/article/p35zwr Slicast en 2026-10-05T23:30:00.000Z KKR to Acquire Gen II Fund Services for More Than $5 Billion from Hg and General Atlantic https://slicast.com/zh/article/p35zwr Slicast zh-cn 2026-10-05T23:30:00.000Z KKR收购Gen II Fund Services超50亿美元 https://slicast.com/article/1hi156d Slicast en 2026-10-05T21:11:00.000Z AI datacentres pose growing threat to electricity systems worldwide https://slicast.com/zh/article/1hi156d Slicast zh-cn 2026-10-05T21:11:00.000Z 社区阻力封堵 $1300 亿数据中心项目,联合国警告 AI 耗电 2030 年将超日本全国用电量 https://slicast.com/ko/article/1hi156d Slicast ko 2026-10-05T21:11:00.000Z AI 데이터센터가 전 세계 전력 시스템에 대한 증가하는 위협을 초래하고 있다 https://slicast.com/article/c74fhq Slicast en 2026-10-05T21:10:00.000Z AI Capex 2026: The $690B Infrastructure Sprint https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-05T21:10:00.000Z 超大规模 AI capex 2026 全年合计预计逾 $7300 亿,北美在建算力超 66GW,Gartner 预测 AI IaaS 支出同比+96% https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-05T21:10:00.000Z AI Capex 2026: $690B 인프라 스프린트 https://slicast.com/article/1x7mrag Slicast en 2026-10-05T21:08:00.000Z Nscale Files Registration Statement for Proposed Initial Public Offering https://slicast.com/zh/article/1x7mrag Slicast zh-cn 2026-10-05T21:08:00.000Z Nscale 正式递交 S-1 冲刺纽交所 IPO,合同总价值 $1034 亿,目标估值 ~$250 亿 https://slicast.com/ko/article/1x7mrag Slicast ko 2026-10-05T21:08:00.000Z Nscale이 제안된 기업공개를 위한 등록신청서 제출 https://slicast.com/article/fiteu3 Slicast en 2026-10-05T21:07:00.000Z DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra https://slicast.com/zh/article/fiteu3 Slicast zh-cn 2026-10-05T21:07:00.000Z NVIDIA Rubin Ultra HBM 降配风险浮出,TrendForce:2027 年 HBM 合约价格或同比涨 121% https://slicast.com/ko/article/fiteu3 Slicast ko 2026-10-05T21:07:00.000Z 2027년 DRAM 공급 부족 지속으로 NVIDIA, Rubin Ultra HBM 구성 축소 https://slicast.com/article/1nt92nb Slicast en 2026-10-05T21:06:00.000Z Amazon in Talks to Move $8B of Nvidia Grace Blackwell Chips Into Off-Balance-Sheet SPV https://slicast.com/zh/article/1nt92nb Slicast zh-cn 2026-10-05T21:06:00.000Z Amazon 探索将 $80 亿 Grace Blackwell 芯片装入 SPV 实现表外融资 https://slicast.com/ko/article/1nt92nb Slicast ko 2026-10-05T21:06:00.000Z Amazon, Nvidia Grace Blackwell 칩 $8B를 장부외 SPV로 이동 검토 https://slicast.com/article/fcvssj Slicast en 2026-10-05T21:05:00.000Z Power approval set to delay Oracle's Wisconsin AI datacenter https://slicast.com/zh/article/fcvssj Slicast zh-cn 2026-10-05T21:05:00.000Z Oracle Wisconsin 1.3GW 数据中心电网接入审批被重启,基准情景满功率推迟至 2028 年 10 月 https://slicast.com/ko/article/fcvssj Slicast ko 2026-10-05T21:05:00.000Z 전력 승인 지연, Oracle Wisconsin AI 데이터센터 건설 연기 https://slicast.com/article/15oeufw Slicast en 2026-10-05T21:03:00.000Z Nebius Surges 6%, CoreWeave Treads Water as JPMorgan Upgrade Flags Rising Compute Pricing; IREN Slides 4% https://slicast.com/zh/article/15oeufw Slicast zh-cn 2026-10-05T21:03:00.000Z Nebius H100 定价涨至 $4.50/小时(+17%),Rothschild Redburn 发 Sell;JPMorgan 逆向升级 CoreWeave https://slicast.com/ko/article/15oeufw Slicast ko 2026-10-05T21:03:00.000Z Nebius 6% 급등, CoreWeave 보합, JPMorgan 상향이 컴퓨팅 가격 상승 신호; IREN 4% 하락 https://slicast.com/article/vs7p8z Slicast en 2026-10-05T21:02:00.000Z Anthropic IPO prospectus reveals $42B loss, $518B spending plans https://slicast.com/zh/article/vs7p8z Slicast zh-cn 2026-10-05T21:02:00.000Z Anthropic S-1 曝光 $5180 亿基础设施承诺,十月 Nasdaq IPO 目标估值最高 $2 万亿 https://slicast.com/ko/article/vs7p8z Slicast ko 2026-10-05T21:02:00.000Z Anthropic IPO 공시에서 $42B 손실, $518B 지출 계획 공개 https://slicast.com/article/fy3uut Slicast en 2026-10-05T21:01:00.000Z OpenAI in Talks With UAE Funds, BlackRock for $30 Billion Funding Round https://slicast.com/zh/article/fy3uut Slicast zh-cn 2026-10-05T21:01:00.000Z OpenAI 启动 $300 亿新融资谈判,UAE 主权基金拟出资 $100 亿,估值锁定 $1.4 万亿 https://slicast.com/ko/article/fy3uut Slicast ko 2026-10-05T21:01:00.000Z OpenAI, UAE 펀드·BlackRock과 $30 Billion 펀딩 라운드 협상 https://slicast.com/commentary/marvell-2026-10-05 Slicast en 2026-10-05T20:49:46.228Z Marvell Optical Interconnects, September 2026: Industry-First 2nm Demo Targets AI Data Centre Scale https://slicast.com/zh/commentary/marvell-2026-10-05 Slicast zh-cn 2026-10-05T20:49:46.228Z Marvell 2nm光互联，2026年9月：ECOC首次演示能否支撑AI数据中心扩张需求 https://slicast.com/commentary/terawulf-2026-10-05 Slicast en 2026-10-05T20:39:50.248Z TeraWulf Muskie AI Campus Doubles Contracted Power to 1 GW, October 2026 https://slicast.com/zh/commentary/terawulf-2026-10-05 Slicast zh-cn 2026-10-05T20:39:50.248Z TeraWulf Muskie AI园区合同电力翻倍至1吉瓦：2026年10月进展 https://slicast.com/commentary/oracle-2026-10-05 Slicast en 2026-10-05T20:32:14.356Z Oracle OCI, October 2026: Tencent's $7 Billion AI Chip Lease Tests a Power-Constrained Buildout https://slicast.com/zh/commentary/oracle-2026-10-05 Slicast zh-cn 2026-10-05T20:32:14.356Z 甲骨文OCI 2026年10月：腾讯70亿美元AI芯片租赁协议，考验电力约束下的扩张执行 https://slicast.com/commentary/vistra-2026-10-05 Slicast en 2026-10-05T20:25:50.542Z Vistra Nuclear Financing, October 2026: DOE's $4B Loan and the AI Power Buildout https://slicast.com/zh/commentary/vistra-2026-10-05 Slicast zh-cn 2026-10-05T20:25:50.542Z Vistra核电融资，2026年10月：能源部40亿美元贷款与AI数据中心供电 https://slicast.com/brief/2026-10-06 Slicast en 2026-10-05T20:18:44.154Z Latest AI Infrastructure News: October 6, 2026 https://slicast.com/zh/brief/2026-10-06 Slicast zh-cn 2026-10-05T20:18:44.154Z AI 基础设施新闻早报 · 2026年10月6日 https://slicast.com/ko/brief/2026-10-06 Slicast ko 2026-10-05T20:18:44.154Z 최신 AI 인프라 뉴스 · 2026년 10월 6일 https://slicast.com/article/1nlq3q9 Slicast en 2026-10-05T20:00:00.000Z Zeta Global to Acquire Senso, Adding AI Engineering and Frontier-Model Connectivity to Its Intelligent AI Infrastructure https://slicast.com/zh/article/1nlq3q9 Slicast zh-cn 2026-10-05T20:00:00.000Z Zeta Global收购Senso https://slicast.com/article/zak0ox Slicast en 2026-10-05T19:40:28.000Z US data center expansion strains electrical grid capacity as buildout outpaces infrastructure investment. https://slicast.com/zh/article/zak0ox Slicast zh-cn 2026-10-05T19:40:28.000Z 美国数据中心扩展使电网容量面临严重压力，建设速度远超基础设施投资。 https://slicast.com/ko/article/zak0ox Slicast ko 2026-10-05T19:40:28.000Z US 데이터센터 확장이 기반시설 투자를 앞지르면서 전력망 용량에 부담을 주고 있다. https://slicast.com/article/iblfdn Slicast en 2026-10-05T19:18:45.000Z Top investor analysis rates CoreWeave GPU cloud platform as superior opportunity versus Cerebras chip company, citing unproven accelerator demand. https://slicast.com/zh/article/iblfdn Slicast zh-cn 2026-10-05T19:18:45.000Z 顶级投资者认为GPU云供应商CoreWeave相比芯片公司Cerebras前景更优，对后者芯片需求提出疑虑。 https://slicast.com/ko/article/iblfdn Slicast ko 2026-10-05T19:18:45.000Z 최고 투자자 분석이 CoreWeave GPU 클라우드 플랫폼을 Cerebras 칩 기업 대비 더욱 우월한 기회로 평가하며 입증되지 않은 가속기 수요를 근거로 제시했다. https://slicast.com/article/7vdpr3 Slicast en 2026-10-05T19:10:32.000Z Infineon integrates C2i power management into AI portfolio while Bangkok fab supports $1.6 billion AI business unit. https://slicast.com/zh/article/7vdpr3 Slicast zh-cn 2026-10-05T19:10:32.000Z 英飞凌将C2i电源管理集成到AI产品组合中，曼谷晶圆厂支撑16亿美元AI业务部门。 https://slicast.com/ko/article/7vdpr3 Slicast ko 2026-10-05T19:10:32.000Z Infineon이 C2i 전력 관리를 AI 포트폴리오에 통합하면서 Bangkok 팹이 $1.6 billion AI 사업부를 지원한다. https://slicast.com/article/8pqxu1 Slicast en 2026-10-05T19:10:26.000Z Data centers circumvent multi-year electrical grid queues by deploying on-site generation—nuclear, SMR, and natural gas. https://slicast.com/zh/article/8pqxu1 Slicast zh-cn 2026-10-05T19:10:26.000Z 数据中心通过部署现场发电（核能、小型模块化反应堆、天然气）绕过多年电网排队延迟。 https://slicast.com/ko/article/8pqxu1 Slicast ko 2026-10-05T19:10:26.000Z 데이터 센터는 핵, SMR, 천연가스 등의 현장 발전을 구축하여 수년 규모의 전력망 연결 대기를 우회한다. https://slicast.com/article/1wb8qtg Slicast en 2026-10-05T19:04:12.000Z AI data center expansion puts pressure on agricultural land in Western Australia; Goodman Group dominates DC real estate as rival interests collide. https://slicast.com/zh/article/1wb8qtg Slicast zh-cn 2026-10-05T19:04:12.000Z AI数据中心扩展对澳大利亚西部农业用地造成压力；Goodman Group主导数据中心地产，竞争利益冲突。 https://slicast.com/ko/article/1wb8qtg Slicast ko 2026-10-05T19:04:12.000Z AI 데이터센터 확장으로 Western Australia 농지에 압력 가중; Goodman Group의 DC 부동산 장악으로 경쟁 이익 충돌 https://slicast.com/article/k61a1a Slicast en 2026-10-05T18:37:26.000Z Bank of America warns investors that AI infrastructure spending faces diminishing returns on capital as deployment efficiency plateaus. https://slicast.com/zh/article/k61a1a Slicast zh-cn 2026-10-05T18:37:26.000Z 美国银行警告投资者AI基础设施支出面临资本回报递减，部署效率趋于平台。 https://slicast.com/ko/article/k61a1a Slicast ko 2026-10-05T18:37:26.000Z Bank of America는 배포 효율성이 정체되면서 AI 인프라 지출의 자본 수익률이 감소하고 있다고 투자자들에게 경고했다. https://slicast.com/article/1udint5 Slicast en 2026-10-05T18:34:56.000Z Trump-Xi meeting signals potential recalibration of US-China AI chip export restrictions, opening dialogue on semiconductor supply access. https://slicast.com/zh/article/1udint5 Slicast zh-cn 2026-10-05T18:34:56.000Z 特朗普-习会晤暗示美中AI芯片出口限制可能重新调整，开启半导体供应获取对话。 https://slicast.com/ko/article/1udint5 Slicast ko 2026-10-05T18:34:56.000Z Trump-Xi 회담은 미국-중국 AI 칩 수출 제한의 재조정 가능성을 시사하면서 반도체 공급 접근에 관한 대화를 열어가고 있다. https://slicast.com/article/smzaq3 Slicast en 2026-10-05T18:22:00.000Z Bitfarms (NASDAQ: BITF) rebrands as Keel and pivots cryptocurrency mining infrastructure to AI compute cloud operations. https://slicast.com/zh/article/smzaq3 Slicast zh-cn 2026-10-05T18:22:00.000Z Bitfarms（纳斯达克：BITF）改名为Keel，将加密货币挖矿基础设施转向AI计算云运营。 https://slicast.com/ko/article/smzaq3 Slicast ko 2026-10-05T18:22:00.000Z Bitfarms (NASDAQ: BITF)는 Keel로 브랜드를 변경하고 암호화폐 채굴 인프라 사업을 AI 컴퓨트 클라우드 운영으로 전환한다. https://slicast.com/article/k04ckg Slicast en 2026-10-05T18:12:06.000Z Arm and Qualcomm escalate competition in AI chip licensing and instruction-set architecture design, challenging Nvidia's accelerator dominance. https://slicast.com/zh/article/k04ckg Slicast zh-cn 2026-10-05T18:12:06.000Z Arm和高通在AI芯片许可证和指令集架构设计中升级竞争，挑战英伟达加速器优势。 https://slicast.com/ko/article/k04ckg Slicast ko 2026-10-05T18:12:06.000Z Arm과 Qualcomm이 AI 칩 라이센싱 및 명령어 집합 아키텍처 설계에서 경쟁을 심화시키며 Nvidia의 가속기 우위에 도전하고 있다. https://slicast.com/article/1hd9uvi Slicast en 2026-10-05T18:12:00.000Z Firmus, an Australian AI data center builder, prepares public float with IPO allocating 50% of shares to existing investors. https://slicast.com/zh/article/1hd9uvi Slicast zh-cn 2026-10-05T18:12:00.000Z 澳大利亚AI数据中心建设商Firmus准备上市融资，IPO将50%股份分配给现有投资者。 https://slicast.com/ko/article/1hd9uvi Slicast ko 2026-10-05T18:12:00.000Z Firmus, 호주 AI 데이터센터 건설사는 기존 투자자에게 주식 50%를 배분하는 IPO를 통해 상장을 준비 중이다. https://slicast.com/article/7x7b72 Slicast en 2026-10-05T18:04:52.000Z Nvidia RTX 4090 and RTX 5090 gaming GPUs fall under same US export control class as H100 data center accelerators, triggering restriction. https://slicast.com/zh/article/7x7b72 Slicast zh-cn 2026-10-05T18:04:52.000Z 英伟达RTX 4090和RTX 5090游戏GPU属于与H100数据中心加速器相同的美国出口管制类别。 https://slicast.com/ko/article/7x7b72 Slicast ko 2026-10-05T18:04:52.000Z Nvidia RTX 4090 및 RTX 5090 게이밍 GPU는 H100 데이터센터 가속기와 같은 US 수출 통제 등급에 해당하여 제한을 초래합니다. https://slicast.com/article/1azplx7 Slicast en 2026-10-05T17:50:37.000Z SK Hynix faces regulatory scrutiny over water discharge at fab facilities; analyst Bernstein trims HBM production outlook on environmental constraints. https://slicast.com/zh/article/1azplx7 Slicast zh-cn 2026-10-05T17:50:37.000Z SK Hynix因晶圆厂污水排放面临监管审查；分析师Bernstein因环保约束下调HBM产能预期。 https://slicast.com/ko/article/1azplx7 Slicast ko 2026-10-05T17:50:37.000Z SK Hynix가 반도체 공장의 물 배출 관련 규제 감시에 직면; Bernstein 애널리스트는 환경 제약으로 HBM 생산 전망을 축소 https://slicast.com/article/t98pye Slicast en 2026-10-05T17:26:15.000Z Qualcomm gains licensing access to Huawei LogicFolding chip design patents in new cross-licensing agreement. https://slicast.com/zh/article/t98pye Slicast zh-cn 2026-10-05T17:26:15.000Z 高通获得华为LogicFolding芯片设计专利许可证，达成新的交叉许可协议。 https://slicast.com/ko/article/t98pye Slicast ko 2026-10-05T17:26:15.000Z Qualcomm이 새로운 교차 라이선싱 협약을 통해 Huawei LogicFolding 칩 설계 특허에 대한 라이선싱 접근 권한을 확보했다. https://slicast.com/article/v43z5s Slicast en 2026-10-05T17:14:09.000Z Texas pauses approvals for new data center projects amid concerns over grid capacity, water resources, and community impact. https://slicast.com/zh/article/v43z5s Slicast zh-cn 2026-10-05T17:14:09.000Z 德克萨斯州因电网容量、水资源和社区影响担忧暂停新数据中心项目批准。 https://slicast.com/ko/article/v43z5s Slicast ko 2026-10-05T17:14:09.000Z Texas가 전력망 용량, 수자원, 지역사회 영향에 대한 우려로 신규 데이터 센터 프로젝트 승인을 일시 중단했다. https://slicast.com/article/tq4tgc Slicast en 2026-10-05T17:13:41.000Z IREN (Toronto-listed AI neocloud provider) stock surged in September, signaling market momentum for independent GPU cloud operators. https://slicast.com/zh/article/tq4tgc Slicast zh-cn 2026-10-05T17:13:41.000Z IREN（多伦多上市AI新云提供商）股票在9月飙升，暗示独立GPU云运营商市场势头。 https://slicast.com/ko/article/tq4tgc Slicast ko 2026-10-05T17:13:41.000Z IREN (토론토 상장 AI 네오클라우드 제공사) 주가는 9월 급등하며, 독립 GPU 클라우드 사업자들을 위한 시장 모멘텀을 시사했다.