https://slicast.com/commentary/airtrunk-2026-11-01 Slicast en 2026-11-01T21:37:42.278Z AirTrunk Green Financing, October 2026: $4.25 Billion Loan Extends APAC Hyperscale Buildout https://slicast.com/zh/commentary/airtrunk-2026-11-01 Slicast zh-cn 2026-11-01T21:37:42.278Z AirTrunk绿色贷款，2026年10月：42.5亿美元融资推进亚太超大规模扩张 https://slicast.com/commentary/nrg-2026-11-01 Slicast en 2026-11-01T21:25:52.184Z NRG Energy Power Strategy, October 2026 https://slicast.com/zh/commentary/nrg-2026-11-01 Slicast zh-cn 2026-11-01T21:25:52.184Z NRG Energy电力战略动态，2026年10月 https://slicast.com/commentary/intel-2026-11-01 Slicast en 2026-11-01T21:07:17.806Z Intel Stock, October 2026: Soft Q4 Guidance and PC Weakness Behind the 28.6% Single-Day Drop https://slicast.com/zh/commentary/intel-2026-11-01 Slicast zh-cn 2026-11-01T21:07:17.806Z 英特尔股价 2026年10月：Q4指引疲软叠加PC需求低迷，单日暴跌28.6% https://slicast.com/commentary/terawulf-2026-11-01 Slicast en 2026-11-01T20:54:29.994Z TeraWulf (WULF) Stock, October 2026: -8% Drop on October 30, 1 GW Muskie Expansion, and a Reported $27B Contract Backlog https://slicast.com/zh/commentary/terawulf-2026-11-01 Slicast zh-cn 2026-11-01T20:54:29.994Z TeraWulf（WULF）股票动态，2026年10月：10月30日单日-8%跌幅、Muskie园区扩至1吉瓦与据报270亿美元合同组合 https://slicast.com/commentary/iren-2026-11-01 Slicast en 2026-11-01T20:43:41.510Z IREN Stock Selloff, October 2026: $3 Billion Capex Bet Faces Market Skepticism and a November Earnings Test https://slicast.com/zh/commentary/iren-2026-11-01 Slicast zh-cn 2026-11-01T20:43:41.510Z IREN股票2026年10月大幅回调：30亿美元资本支出押注面临市场质疑与11月财报检验 https://slicast.com/commentary/bloom-energy-2026-11-01 Slicast en 2026-11-01T20:34:00.809Z Bloom Energy Stock Decline, October 2026: Record Quarter Precedes Unexplained 8.6% Drop https://slicast.com/zh/commentary/bloom-energy-2026-11-01 Slicast zh-cn 2026-11-01T20:34:00.809Z Bloom Energy股价异动，2026年10月：创纪录季报后现8.6%无因由跌幅 https://slicast.com/brief/2026-11-02 Slicast en 2026-11-01T20:09:27.442Z Latest AI Infrastructure News: November 2, 2026 https://slicast.com/zh/brief/2026-11-02 Slicast zh-cn 2026-11-01T20:09:27.442Z AI 基础设施新闻早报 · 2026年11月2日 https://slicast.com/ko/brief/2026-11-02 Slicast ko 2026-11-01T20:09:27.442Z 최신 AI 인프라 뉴스 · 2026년 11월 2일 https://slicast.com/article/1hqtsv0 Slicast en 2026-11-01T19:51:57.000Z AI bubble fears are sparking a bailout debate as Trump eyes government stakes. https://slicast.com/zh/article/1hqtsv0 Slicast zh-cn 2026-11-01T19:51:57.000Z 人工智能泡沫担忧引发救助之争，特朗普考虑由政府入股。 https://slicast.com/ko/article/1hqtsv0 Slicast ko 2026-11-01T19:51:57.000Z AI 거품 우려가 트럼프 행정부의 정부 지분 인수 검토와 맞물리며 구제금융 논쟁을 촉발하고 있다. https://slicast.com/article/1yk9zad Slicast en 2026-11-01T19:39:02.000Z Oklo and NuScale shares sank 15% in a week as rising bond yields pressured nuclear stocks. https://slicast.com/zh/article/1yk9zad Slicast zh-cn 2026-11-01T19:39:02.000Z 随着债券收益率上升，Oklo与NuScale股价一周内下跌15%，核能股承压。 https://slicast.com/article/e72kje Slicast en 2026-11-01T19:19:22.000Z A judge ruled that xAI must face a lawsuit brought by the NAACP over pollution from its data center. https://slicast.com/zh/article/e72kje Slicast zh-cn 2026-11-01T19:19:22.000Z 法官裁定xAI必须应对全国有色人种协进会（NAACP）提起的诉讼，该诉讼涉及其数据中心的污染问题。 https://slicast.com/ko/article/e72kje Slicast ko 2026-11-01T19:19:22.000Z 판사는 xAI가 NAACP가 제기한 데이터센터 오염 관련 소송에 응해야 한다고 판결했다. https://slicast.com/article/1vwpd1s Slicast en 2026-11-01T18:31:55.000Z A memory-chip shortage has cemented ChangXin Memory (CXMT) as China's chip champion, according to the Wall Street Journal. https://slicast.com/zh/article/1vwpd1s Slicast zh-cn 2026-11-01T18:31:55.000Z 内存短缺使长鑫存储（CXMT）成为中国芯片龙头。 https://slicast.com/ko/article/1vwpd1s Slicast ko 2026-11-01T18:31:55.000Z 메모리 반도체 공급 부족으로 창신메모리(CXMT)가 중국의 대표 반도체 기업으로 자리매김했다고 월스트리트저널이 보도했다. https://slicast.com/article/tvblae Slicast en 2026-11-01T18:31:09.000Z TeraWulf (WULF) has expanded its credit facility, though the size and terms are not stated in the available text. https://slicast.com/zh/article/tvblae Slicast zh-cn 2026-11-01T18:31:09.000Z TeraWulf（WULF）已扩大其信贷额度，但现有文本未说明额度规模与条款。 https://slicast.com/ko/article/tvblae Slicast ko 2026-11-01T18:31:09.000Z TeraWulf (WULF)이 신용 한도를 확대했다고 밝혔으나, 가용한 텍스트에는 규모와 조건이 명시되어 있지 않다. https://slicast.com/article/1miwaic Slicast en 2026-11-01T18:24:44.000Z Reporting says future data-center load profiles remain highly uncertain as AI advances quickly. https://slicast.com/zh/article/1miwaic Slicast zh-cn 2026-11-01T18:24:44.000Z 据报道，随着人工智能快速发展，未来数据中心的负荷曲线仍存在很大不确定性。 https://slicast.com/ko/article/1miwaic Slicast ko 2026-11-01T18:24:44.000Z AI 기술이 빠르게 발전함에 따라 향후 데이터센터의 전력 부하 패턴은 여전히 매우 불확실한 것으로 보도되었다. https://slicast.com/article/nc6oqc Slicast en 2026-11-01T18:20:00.000Z OpenAI plans to purchase Google TPU chips as demand for AI infrastructure surges. The report contains few details beyond the headline. https://slicast.com/zh/article/nc6oqc Slicast zh-cn 2026-11-01T18:20:00.000Z OpenAI计划采购谷歌TPU芯片，以应对AI基础设施需求的激增。该报道除标题外，细节较少。 https://slicast.com/ko/article/nc6oqc Slicast ko 2026-11-01T18:20:00.000Z OpenAI는 AI 인프라 수요가 급증함에 따라 Google TPU 칩 구매를 계획하고 있다. 해당 보도는 헤드라인 외에 세부 내용이 거의 없다. https://slicast.com/article/ajenx Slicast en 2026-11-01T18:13:08.000Z Residents of Eastern Kentucky are weighing the promise of data centers against concerns over rising energy bills. https://slicast.com/zh/article/ajenx Slicast zh-cn 2026-11-01T18:13:08.000Z 肯塔基州东部居民权衡数据中心带来的机遇与电费持续上涨的担忧。 https://slicast.com/article/1kvrufy Slicast en 2026-11-01T17:53:23.000Z An FourWeekMBA analysis estimates that Musk's 1.2M Blackwells would need about 2.2 GW of power. https://slicast.com/zh/article/1kvrufy Slicast zh-cn 2026-11-01T17:53:23.000Z 一篇分析估计，马斯克计划部署的120万块Blackwell需要约2.2吉瓦电力。 https://slicast.com/ko/article/1kvrufy Slicast ko 2026-11-01T17:53:23.000Z An FourWeekMBA 분석은 머스크의 Blackwell 120만 개를 가동하려면 약 2.2GW의 전력이 필요할 것으로 추산한다. https://slicast.com/article/1432aol Slicast en 2026-11-01T17:37:36.000Z OpenAI reportedly plans to rebrand its data centers as 'AI Compute Campuses'. https://slicast.com/zh/article/1432aol Slicast zh-cn 2026-11-01T17:37:36.000Z 据报道，OpenAI计划将其数据中心更名为'AI Compute Campuses'（人工智能算力园区）。 https://slicast.com/ko/article/1432aol Slicast ko 2026-11-01T17:37:36.000Z OpenAI는 자사 데이터센터를 'AI 컴퓨팅 캠퍼스'로 명칭을 바꿀 계획인 것으로 전해졌다. https://slicast.com/article/1q09nwh Slicast en 2026-11-01T17:36:58.000Z Saudi Aramco has taken a 49% stake in the Saudi AI company HUMAIN. https://slicast.com/zh/article/1q09nwh Slicast zh-cn 2026-11-01T17:36:58.000Z 沙特阿美（Aramco）已收购沙特人工智能公司HUMAIN 49%的股权。 https://slicast.com/ko/article/1q09nwh Slicast ko 2026-11-01T17:36:58.000Z 사우디 아람코가 사우디 AI 기업 HUMAIN의 지분 49%를 인수했다. https://slicast.com/article/1kn1dxx Slicast en 2026-11-01T17:23:29.000Z NOVEC raises electricity rates effective Nov. 1 in Loudoun and Prince William counties in Northern Virginia. https://slicast.com/zh/article/1kn1dxx Slicast zh-cn 2026-11-01T17:23:29.000Z NOVEC自11月1日起在弗吉尼亚州洛登县和威廉王子县上调电价。 https://slicast.com/ko/article/1kn1dxx Slicast ko 2026-11-01T17:23:29.000Z NOVEC, 11월 1일부터 버지니아주 북부 Loudoun 및 Prince William 카운티에서 전기요금을 인상한다. https://slicast.com/article/18u6ftz Slicast en 2026-11-01T16:49:31.000Z A proposal from PJM's transmission owners would lock in the charges a data center pays for transmission service. https://slicast.com/zh/article/18u6ftz Slicast zh-cn 2026-11-01T16:49:31.000Z PJM的输电所有者提议锁定数据中心应支付的输电服务费用。 https://slicast.com/ko/article/18u6ftz Slicast ko 2026-11-01T16:49:31.000Z PJM의 송전 사업자들이 제안한 방안은 데이터센터가 송전 서비스에 대해 지불하는 요금을 고정하는 내용을 담고 있다. https://slicast.com/article/4hog7b Slicast en 2026-11-01T16:30:00.000Z Google's energy chief says space data centers could cost up to 100 times more than those on Earth, per The Information. https://slicast.com/zh/article/4hog7b Slicast zh-cn 2026-11-01T16:30:00.000Z 谷歌能源负责人表示，太空数据中心的成本最高可达地面数据中心的100倍。 https://slicast.com/ko/article/4hog7b Slicast ko 2026-11-01T16:30:00.000Z Google의 에너지 책임자는 The Information 보도에 따르면 우주 데이터센터의 비용이 지상 데이터센터보다 최대 100배까지 높을 수 있다고 말했다. https://slicast.com/article/slpf6k Slicast en 2026-11-01T16:13:56.000Z Surging AI capex has pushed Big Tech free cash flow below zero (AIQ:NASDAQ), per Seeking Alpha. https://slicast.com/zh/article/slpf6k Slicast zh-cn 2026-11-01T16:13:56.000Z 人工智能资本支出激增使大型科技公司自由现金流转为负值（AIQ:NASDAQ）。 https://slicast.com/ko/article/slpf6k Slicast ko 2026-11-01T16:13:56.000Z AI 설비투자(capex)가 급증하면서 빅테크 기업들의 잉여현금흐름(FCF)이 마이너스로 떨어졌다고 Seeking Alpha가 보도했다 (AIQ:NASDAQ). https://slicast.com/article/bf2is9 Slicast en 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. https://slicast.com/zh/article/bf2is9 Slicast zh-cn 2026-11-01T15:17:57.000Z 马斯克表示，太空探索技术公司的Colossus 2正在增加'Gun Range'和'Spam'集群，目标是在年底前部署约120万块英伟达Blackwell。 https://slicast.com/ko/article/bf2is9 Slicast ko 2026-11-01T15:17:57.000Z Musk says SpaceX's Colossus 2 is adding 'Gun Range' and 'Spam' clusters on the way to about 1.2M Nvidia Blackwells by year-end. Hmm, the instruction is to translate into Korean, so here is the transl https://slicast.com/article/mpy4qq Slicast en 2026-11-01T14:48:50.000Z Broadcom's Tomahawk 6 doubles bandwidth, but AI networks still face a scaling squeeze. https://slicast.com/zh/article/mpy4qq Slicast zh-cn 2026-11-01T14:48:50.000Z 博通的Tomahawk 6将带宽翻倍，但人工智能网络仍面临扩展压力。 https://slicast.com/ko/article/mpy4qq Slicast ko 2026-11-01T14:48:50.000Z Broadcom의 Tomahawk 6는 대역폭을 두 배로 늘리지만, AI 네트워크는 여전히 확장성 압박에 직면해 있다. https://slicast.com/article/11conp7 Slicast en 2026-11-01T14:28:26.000Z A judge rejected xAI's motion to dismiss the NAACP's lawsuit over xAI's gas turbines. https://slicast.com/zh/article/11conp7 Slicast zh-cn 2026-11-01T14:28:26.000Z 法官驳回了xAI试图驳回NAACP就其燃气轮机提起诉讼的动议。 https://slicast.com/ko/article/11conp7 Slicast ko 2026-11-01T14:28:26.000Z 판사가 xAI의 가스 터빈 관련 NAACP 소송에 대한 xAI의 기각 신청을 기각했다. https://slicast.com/article/1ca9vp6 Slicast en 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman met around 50 Samsung executives in South Korea on October 31 to discuss AI's future and secure more RAM for data centers amid severe shortages. https://slicast.com/zh/article/1ca9vp6 Slicast zh-cn 2026-11-01T14:21:23.000Z OpenAI首席执行官萨姆·奥特曼于10月31日在韩国会见了约50名三星高管，讨论人工智能的未来与商机，并争取为数据中心获得更多内存供应，以应对严重短缺。 https://slicast.com/ko/article/1ca9vp6 Slicast ko 2026-11-01T14:21:23.000Z OpenAI CEO Sam Altman는 10월 31일 한국에서 삼성 경영진 약 50명과 만나 AI의 미래를 논의하고, 심각한 공급 부족 속에서 데이터센터용 RAM을 더 확보하는 방안을 협의했다. https://slicast.com/article/1kc7u5y Slicast en 2026-11-01T14:17:44.000Z tech-insider.org reports that an AI panel on data sovereignty rules is due to report on 30 November 2026. https://slicast.com/zh/article/1kc7u5y Slicast zh-cn 2026-11-01T14:17:44.000Z tech-insider.org报道，关于数据主权规则的人工智能专家小组报告将于2026年11月30日发布。 https://slicast.com/ko/article/1kc7u5y Slicast ko 2026-11-01T14:17:44.000Z tech-insider.org에 따르면, 데이터 주권 규정을 다루는 AI 패널의 보고서가 2026년 11월 30일에 발표될 예정이다. https://slicast.com/article/jsqi0n Slicast en 2026-11-01T14:05:00.000Z OpenAI is planning a post-midterm policy push in Washington that includes 'speed limits' for advanced AI and promotion of AI compute campuses. https://slicast.com/zh/article/jsqi0n Slicast zh-cn 2026-11-01T14:05:00.000Z OpenAI正计划在中期选举后于华盛顿推动一轮政策攻势，内容包括对先进人工智能设定'速度限制'，并推广算力园区。 https://slicast.com/ko/article/jsqi0n Slicast ko 2026-11-01T14:05:00.000Z OpenAI는 중간선거 이후 워싱턴에서 고급 AI에 대한 '속도 제한'과 AI 컴퓨팅 캠퍼스 확대를 포함한 정책 추진을 계획하고 있다. https://slicast.com/article/56ju32 Slicast en 2026-11-01T14:03:00.000Z Anthropic says it is building its own data centers, and Motley Fool highlights Bloom Energy as a seller of the onsite power such facilities require. https://slicast.com/zh/article/56ju32 Slicast zh-cn 2026-11-01T14:03:00.000Z Anthropic表示正在自建数据中心，Motley Fool指出Bloom Energy销售此类设施所需的现场供电设备。 https://slicast.com/ko/article/56ju32 Slicast ko 2026-11-01T14:03:00.000Z Anthropic는 자체 데이터센터를 구축하고 있다고 밝혔으며, Motley Fool은 이러한 시설에 필요한 현장 전력을 공급하는 기업으로 Bloom Energy를 주목했다. https://slicast.com/article/kn5bng Slicast en 2026-11-01T14:00:00.000Z An open-source UEFI tool, nv-uefi-unlocker, lifts the tensor rate cap on Nvidia RTX 20, 30, and 40-series GPUs under Windows. https://slicast.com/zh/article/kn5bng Slicast zh-cn 2026-11-01T14:00:00.000Z 一款开源统一可扩展固件接口工具nv-uefi-unlocker可在Windows系统下解除英伟达RTX 20、30和40系列图形处理器的张量速率上限。 https://slicast.com/article/88n9jt Slicast en 2026-11-01T13:59:29.000Z PIF retains a 51% stake in HUMAIN as Saudi Aramco acquires 49% in a USD 2.6B deal. https://slicast.com/zh/article/88n9jt Slicast zh-cn 2026-11-01T13:59:29.000Z PIF保留HUMAIN 51%的股份，沙特阿美以26亿美元收购HUMAIN 49%的股份。 https://slicast.com/ko/article/88n9jt Slicast ko 2026-11-01T13:59:29.000Z PIF는 사우디 아라코가 26억 달러 규모 거래로 HUMAIN 지분 49%를 인수하는 가운데에도 HUMAIN 지분 51%를 유지한다. https://slicast.com/article/h9e7i8 Slicast en 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. https://slicast.com/zh/article/h9e7i8 Slicast zh-cn 2026-11-01T13:55:32.000Z 沙特阿美(Saudi Aramco)以26亿美元收购沙特AI公司HUMAIN 49%的股权,股权来自PIF,PIF保留51%股权。 https://slicast.com/ko/article/h9e7i8 Slicast ko 2026-11-01T13:55:32.000Z Saudi Aramco is acquiring a 49% stake in HUMAIN, the Saudi AI company, from PIF in a $2.6 billion deal, with PIF retaining 51%. Saudi Aramco가 사우디 AI 기업 HUMAIN의 지분 49%를 PIF로부터 26억 달러 규모 거래로 인수하며, PIF는 https://slicast.com/article/tip50 Slicast en 2026-11-01T13:41:29.000Z Infineon expanded its GaN and AI power network even as Intel's soft guidance weighed on chip stocks. https://slicast.com/zh/article/tip50 Slicast zh-cn 2026-11-01T13:41:29.000Z 英飞凌扩展了其氮化镓与人工智能电源网络业务，同时英特尔偏软的业绩指引拖累了芯片股。 https://slicast.com/ko/article/tip50 Slicast ko 2026-11-01T13:41:29.000Z Infineon은 Intel의 보수적인 가이던스가 반도체 주식을 압박하는 가운데에도 GaN 및 AI 전력 네트워크를 확장했다. https://slicast.com/article/1l49lia Slicast en 2026-11-01T13:37:59.000Z Startup Fortune reports that data centers raising electric bills have become a top 2026 midterm election issue. https://slicast.com/zh/article/1l49lia Slicast zh-cn 2026-11-01T13:37:59.000Z Startup Fortune报道，推高电费的数据中心已成为2026年中期选举的主要议题之一。 https://slicast.com/ko/article/1l49lia Slicast ko 2026-11-01T13:37:59.000Z Startup Fortune은 전기요금을 끌어올리는 데이터센터가 2026년 중간선거의 핵심 쟁점으로 떠올랐다고 보도했다. https://slicast.com/article/1tkuvju Slicast en 2026-11-01T13:19:06.000Z Goldman Sachs says S&P 500 earnings growth will slow as AI spending loses momentum. https://slicast.com/zh/article/1tkuvju Slicast zh-cn 2026-11-01T13:19:06.000Z 高盛表示，随着人工智能支出动能减弱，标普500指数的盈利增速将放缓。 https://slicast.com/ko/article/1tkuvju Slicast ko 2026-11-01T13:19:06.000Z Goldman Sachs는 AI 투자 모멘텀이 약화되면서 S&P 500 실적 성장세가 둔화될 것이라고 전망했다. https://slicast.com/article/zd45jz Slicast en 2026-11-01T13:15:30.000Z OpenAI raised $11 billion of a targeted $30 billion round and cut its target to $20 billion. https://slicast.com/zh/article/zd45jz Slicast zh-cn 2026-11-01T13:15:30.000Z OpenAI已完成一轮融资中的110亿美元募资，该轮目标原为300亿美元，现已下调至200亿美元。 https://slicast.com/ko/article/zd45jz Slicast ko 2026-11-01T13:15:30.000Z OpenAI는 목표액 300억 달러 중 110억 달러를 조달했으며, 목표액을 200억 달러로 하향 조정했다. https://slicast.com/article/4w2enl Slicast en 2026-11-01T13:09:17.000Z Livemint reports on Nvidia CEO Jensen Huang's meetings with an alleged Chinese spy and why US intelligence agencies are worried. https://slicast.com/zh/article/4w2enl Slicast zh-cn 2026-11-01T13:09:17.000Z Livemint报道英伟达首席执行官黄仁勋与一名涉嫌中国间谍的人士会面，以及美国情报机构对此的担忧。 https://slicast.com/ko/article/4w2enl Slicast ko 2026-11-01T13:09:17.000Z Livemint는 엔비디아 CEO 젠슨 황이 중국 간첩으로 지목된 인물과 만남을 가졌다는 소식과, 미국 정보기관들이 이를 우려하는 이유를 보도했다. https://slicast.com/article/ulxiqp Slicast en 2026-11-01T12:48:21.000Z Data center expansion is sparking voter fury ahead of the midterm elections and dividing Republicans, according to The Sun. https://slicast.com/zh/article/ulxiqp Slicast zh-cn 2026-11-01T12:48:21.000Z 据The Sun报道，数据中心扩张正在中期选举前引发选民强烈不满，并使共和党内部出现分歧。 https://slicast.com/ko/article/ulxiqp Slicast ko 2026-11-01T12:48:21.000Z 데이터센터 확장이 중간선거를 앞두고 유권자들의 분노를 촉발하고 있으며 공화당 내부를 분열시키고 있다고 The Sun이 보도했다. https://slicast.com/article/rpqrsi Slicast en 2026-11-01T12:28:20.000Z Cameco's Q3 2026 slides highlighted growth in its nuclear business even as the company missed earnings expectations. https://slicast.com/zh/article/rpqrsi Slicast zh-cn 2026-11-01T12:28:20.000Z Cameco在2026年第三季度的幻灯片突出了其核业务的增长，但公司财报低于预期。 https://slicast.com/article/21u9f3 Slicast en 2026-11-01T12:18:18.000Z Memory stocks came into focus after SK Hynix's earnings were reported to boost HBM demand. https://slicast.com/zh/article/21u9f3 Slicast zh-cn 2026-11-01T12:18:18.000Z SK海力士财报提振了高带宽内存（HBM）需求，存储板块股票受到市场关注。 https://slicast.com/ko/article/21u9f3 Slicast ko 2026-11-01T12:18:18.000Z 메모리 반도체 관련주는 SK하이닉스의 실적 발표가 HBM 수요 증가를 견인한 것으로 나타나면서 주목받았다. https://slicast.com/article/1jsf8vy Slicast en 2026-11-01T12:00:00.000Z The Guardian says the US-China trade war seems to have subsided, but that sense of calm is misleading. https://slicast.com/zh/article/1jsf8vy Slicast zh-cn 2026-11-01T12:00:00.000Z 《卫报》称，美中贸易战看似已经平息，但这种平静具有误导性。 https://slicast.com/ko/article/1jsf8vy Slicast ko 2026-11-01T12:00:00.000Z 미국-중국 무역전쟁이 진정된 듯 보이지만, 그런 평온함은 착시에 가깝다고 가디언은 지적했다. https://slicast.com/article/1tl9r6x Slicast en 2026-11-01T11:44:02.000Z Lite-On posted a record Q3 2026 profit as AI demand surged, according to its earnings call transcript. https://slicast.com/zh/article/1tl9r6x Slicast zh-cn 2026-11-01T11:44:02.000Z 光宝科技在2026年第三季度创下利润纪录，人工智能需求激增是主要推动因素。 https://slicast.com/ko/article/1tl9r6x Slicast ko 2026-11-01T11:44:02.000Z Lite-On는 실적 발표 콘퍼런스콜 녹취록에 따르면 AI 수요 급증에 힘입어 2026년 3분기 사상 최대 이익을 기록했다. https://slicast.com/article/tw9ip7 Slicast en 2026-11-01T11:40:02.000Z Korean chip exports jumped 259% to $56.4 billion, now making up 49% of the country's total exports. https://slicast.com/zh/article/tw9ip7 Slicast zh-cn 2026-11-01T11:40:02.000Z 韩国芯片出口激增259%至564亿美元，占该国出口总额的49%。 https://slicast.com/ko/article/tw9ip7 Slicast ko 2026-11-01T11:40:02.000Z 한국의 반도체 수출이 259% 급증해 564억 달러를 기록했으며, 이는 국가 전체 수출의 49%를 차지한다. https://slicast.com/article/orsbj7 Slicast en 2026-11-01T11:34:34.000Z An analysis argues that obscure neocloud lenders, not Nvidia, are where the AI bubble could burst first. https://slicast.com/zh/article/orsbj7 Slicast zh-cn 2026-11-01T11:34:34.000Z 分析认为，人工智能泡沫可能首先在一些鲜为人知的新云服务商贷款方身上破裂，而非英伟达。 https://slicast.com/ko/article/orsbj7 Slicast ko 2026-11-01T11:34:34.000Z AI 거품이 가장 먼저 터질 곳은 엔비디아가 아니라 잘 알려지지 않은 네오클라우드 대출기관들일 수 있다는 분석이 나왔다. https://slicast.com/article/1gabsbu Slicast en 2026-11-01T11:25:54.000Z Snowflake plans to invest $300 million in Saudi Arabia through 2030. https://slicast.com/zh/article/1gabsbu Slicast zh-cn 2026-11-01T11:25:54.000Z Snowflake计划到2030年在沙特阿拉伯投资3亿美元。 https://slicast.com/ko/article/1gabsbu Slicast ko 2026-11-01T11:25:54.000Z Snowflake는 2030년까지 사우디아라비아에 3억 달러를 투자할 계획이다. https://slicast.com/article/plrnxl Slicast en 2026-11-01T11:20:22.000Z An analysis finds that AI demand wants Bitcoin miners' power, but the contracts reveal who actually gets paid. https://slicast.com/zh/article/plrnxl Slicast zh-cn 2026-11-01T11:20:22.000Z 分析发现，人工智能需求看中比特币矿工的电力资源，但合同条款显示真正获利的是谁。 https://slicast.com/ko/article/plrnxl Slicast ko 2026-11-01T11:20:22.000Z AI 수요가 비트코인 채굴 기업의 전력을 원하지만, 실제 수익을 가져가는 쪽은 계약 내용을 보면 드러난다. https://slicast.com/article/1q2mvn3 Slicast en 2026-11-01T11:13:26.000Z AI infrastructure company Baseten is targeting a $30 billion valuation. https://slicast.com/zh/article/1q2mvn3 Slicast zh-cn 2026-11-01T11:13:26.000Z 人工智能基础设施公司Baseten的目标估值为300亿美元。 https://slicast.com/ko/article/1q2mvn3 Slicast ko 2026-11-01T11:13:26.000Z AI 인프라 기업 Baseten이 300억 달러 규모의 기업가치를 목표로 하고 있다. https://slicast.com/article/18xk5aj Slicast en 2026-11-01T11:01:12.000Z National Grid has struck a deal that paves the way for a giant data centre in the UK. https://slicast.com/zh/article/18xk5aj Slicast zh-cn 2026-11-01T11:01:12.000Z 英国国家电网达成一项协议，为英国一座大型数据中心扫清了道路。 https://slicast.com/ko/article/18xk5aj Slicast ko 2026-11-01T11:01:12.000Z National Grid가 영국 내 대형 데이터센터 건설의 길을 열어주는 계약을 체결했다. https://slicast.com/article/pn8z4k Slicast en 2026-11-01T11:01:00.000Z Tennessee has bet big on data centers, and the report asks what happens if the AI boom busts. https://slicast.com/zh/article/pn8z4k Slicast zh-cn 2026-11-01T11:01:00.000Z 田纳西州在数据中心上押下重注，该报道追问如果人工智能热潮破灭将会如何。 https://slicast.com/article/vpepsx Slicast en 2026-11-01T11:00:47.000Z An analysis argues that building maintenance challenges, beyond grid constraints, could put the data-center boom at risk. https://slicast.com/zh/article/vpepsx Slicast zh-cn 2026-11-01T11:00:47.000Z 分析认为，除电网约束之外，建筑维护方面的挑战可能使数据中心热潮面临风险。 https://slicast.com/article/13vgaiu Slicast en 2026-11-01T10:27:39.000Z Nasdaq's 5.3% October drop was driven by AI capex fears, though the piece notes a history of 24% rebound years. https://slicast.com/zh/article/13vgaiu Slicast zh-cn 2026-11-01T10:27:39.000Z 纳斯达克在10月下跌5.3%，人工智能资本开支担忧是主要原因，但该报道指出历史上曾出现过24%的反弹年份。 https://slicast.com/article/n4asbz Slicast en 2026-11-01T09:55:00.000Z Rural Taylor, Texas drew residents with its charms, and data centers have since followed. https://slicast.com/zh/article/n4asbz Slicast zh-cn 2026-11-01T09:55:00.000Z 得克萨斯州的乡村小镇泰勒市凭借其宜居魅力吸引了居民，此后数据中心也随之而来。 https://slicast.com/article/1fwz382 Slicast en 2026-11-01T09:29:37.000Z NAVER and Furiosa AI have each closed one of the two biggest AI funding rounds in Korea this week, according to the Wowtale startup roundup. https://slicast.com/zh/article/1fwz382 Slicast zh-cn 2026-11-01T09:29:37.000Z NAVER与Furiosa AI分别完成韩国本周规模最大的两笔人工智能融资之一，据Wowtale创业周报报道。 https://slicast.com/ko/article/1fwz382 Slicast ko 2026-11-01T09:29:37.000Z NAVER와 Furiosa AI가 이번 주 한국에서 가장 큰 AI 투자 유치 라운드 두 건을 각각 마무리했다고 Wowtale 스타트업 뉴스 정리에서 전했다. https://slicast.com/article/1ann46k Slicast en 2026-11-01T09:25:00.000Z Elon Musk claimed that SpaceX's two supercomputing centers together approach China's entire national AI compute capacity. https://slicast.com/zh/article/1ann46k Slicast zh-cn 2026-11-01T09:25:00.000Z 马斯克称，太空探索技术公司两座超级计算中心的算力已接近中国全国人工智能算力总量。 https://slicast.com/ko/article/1ann46k Slicast ko 2026-11-01T09:25:00.000Z Elon Musk는 SpaceX의 두 슈퍼컴퓨팅 센터를 합치면 중국의 국가 AI 연산 역량 전체에 근접한다고 주장했다. https://slicast.com/article/1fwtxul Slicast en 2026-11-01T09:18:57.000Z Google has entered a 3.6-GW power deal with Constellation Energy. https://slicast.com/zh/article/1fwtxul Slicast zh-cn 2026-11-01T09:18:57.000Z 谷歌与星座能源达成3.6吉瓦电力供应协议。 https://slicast.com/ko/article/1fwtxul Slicast ko 2026-11-01T09:18:57.000Z Google가 Constellation Energy와 3.6GW 규모의 전력 계약을 체결했다. https://slicast.com/article/1tqzzzl Slicast en 2026-11-01T09:13:10.000Z An analysis argues AI compute spending is shifting from accelerator cards alone toward balanced compute racks, with CPUs no longer a secondary component in AI servers. https://slicast.com/zh/article/1tqzzzl Slicast zh-cn 2026-11-01T09:13:10.000Z 一篇分析认为，AI算力投入正从只采购加速卡转向搭配均衡的算力机柜，CPU在AI服务器中已不再是配角。 https://slicast.com/ko/article/1tqzzzl Slicast ko 2026-11-01T09:13:10.000Z AI 컴퓨팅 투자가 가속기 카드 중심에서 균형 잡힌 컴퓨팅 랙 중심으로 옮겨가고 있으며, AI 서버에서 CPU가 더 이상 부차적인 구성 요소가 아니라는 분석이 제기됐다. https://slicast.com/article/g16pvl Slicast en 2026-11-01T08:46:58.000Z Samsung Lee's Japan visit yielded three packaging takeaways, according to a shattered.io analysis. https://slicast.com/zh/article/g16pvl Slicast zh-cn 2026-11-01T08:46:58.000Z Samsung Lee访问日本后的三项封装要点，据shattered.io分析。 https://slicast.com/article/8qrbyd Slicast en 2026-11-01T08:30:00.000Z China's CXMT has validated 4F² DRAM and targets year-end DDR5 server samples. https://slicast.com/zh/article/8qrbyd Slicast zh-cn 2026-11-01T08:30:00.000Z 长鑫存储称已验证4F²动态随机存取存储器，并以年底前交付DDR5服务器样品为目标。 https://slicast.com/ko/article/8qrbyd Slicast ko 2026-11-01T08:30:00.000Z CXMT가 4F² DRAM의 검증을 마쳤으며, 연말 DDR5 서버 샘플 출하를 목표로 하고 있다. https://slicast.com/article/1t8ntkl Slicast en 2026-11-01T08:22:09.000Z NVIDIA has revised its Rubin GPU specifications downward as production hardware begins shipping. https://slicast.com/zh/article/1t8ntkl Slicast zh-cn 2026-11-01T08:22:09.000Z 英伟达下调Rubin GPU规格，同时量产版硬件开始出货。 https://slicast.com/ko/article/1t8ntkl Slicast ko 2026-11-01T08:22:09.000Z NVIDIA가 양산 하드웨어 출하를 시작하면서 Rubin GPU 사양을 하향 조정했다. https://slicast.com/article/w55e0t Slicast en 2026-11-01T06:54:30.000Z CXMT has answered Micron's case against its 4F² DRAM and says the first 4F² samples will ship by year-end. https://slicast.com/zh/article/w55e0t Slicast zh-cn 2026-11-01T06:54:30.000Z 长鑫存储回应美光科技对其4F²动态随机存取存储器提出的主张，称首批4F²样品将于年底前出货。 https://slicast.com/ko/article/w55e0t Slicast ko 2026-11-01T06:54:30.000Z CXMT가 마이크론의 4F² DRAM 관련 소송에 답변했으며, 첫 4F² 샘플을 연말까지 출하할 예정이라고 밝혔다. https://slicast.com/article/10x3zze Slicast en 2026-11-01T06:46:09.000Z GE Vernova has reported an earnings beat, and Simply Wall St says the result will shape how investors value the stock. https://slicast.com/zh/article/10x3zze Slicast zh-cn 2026-11-01T06:46:09.000Z GE Vernova公布业绩超预期，Simply Wall St分析了此对投资者估值的影响。 https://slicast.com/ko/article/10x3zze Slicast ko 2026-11-01T06:46:09.000Z GE Vernova가 실적 상회를 발표했으며, Simply Wall St는 이번 결과가 투자자들의 주가 가치 평가 방식에 영향을 줄 것이라고 밝혔다. https://slicast.com/article/lipzl8 Slicast en 2026-11-01T05:28:29.000Z Rare Earth Exchanges links Anthropic's IPO to critical-minerals and AI supply-chain risk. https://slicast.com/zh/article/lipzl8 Slicast zh-cn 2026-11-01T05:28:29.000Z Rare Earth Exchanges 将 Anthropic 的首次公开募股与关键矿产和人工智能供应链风险联系在一起。 https://slicast.com/ko/article/lipzl8 Slicast ko 2026-11-01T05:28:29.000Z Rare Earth Exchanges, Anthropic의 IPO를 핵심 광물 및 AI 공급망 리스크와 연결해 보도 https://slicast.com/article/u7i1m Slicast en 2026-11-01T05:21:28.000Z Tohoku Electric Power has detailed its FY2026 first-half results and strategic energy initiatives. https://slicast.com/zh/article/u7i1m Slicast zh-cn 2026-11-01T05:21:28.000Z 东北电力公布了2026财年上半年业绩及战略能源举措。 https://slicast.com/article/hha0fp Slicast en 2026-11-01T05:20:47.000Z Hubbell raised its earnings guidance, and Simply Wall St examines what the upgrade means for shareholders. https://slicast.com/zh/article/hha0fp Slicast zh-cn 2026-11-01T05:20:47.000Z Hubbell 上调了盈利指引，Simply Wall St 分析了这一调整对股东意味着什么。 https://slicast.com/article/ksbpiz Slicast en 2026-11-01T05:09:42.000Z Antler and OpenAI are reportedly weighing investments in Nigeria's energy and AI infrastructure sectors. https://slicast.com/zh/article/ksbpiz Slicast zh-cn 2026-11-01T05:09:42.000Z 据报道，Antler 与 OpenAI 正考虑投资尼日利亚的能源和人工智能基础设施领域。 https://slicast.com/ko/article/ksbpiz Slicast ko 2026-11-01T05:09:42.000Z Antler와 OpenAI가 나이지리아의 에너지 및 AI 인프라 부문에 대한 투자를 검토 중인 것으로 전해졌다. https://slicast.com/article/1q7h0t Slicast en 2026-11-01T05:06:17.000Z CXMT has verified a prototype of its 4F²-based 6th-generation DRAM and is eyeing gradual mass production. https://slicast.com/zh/article/1q7h0t Slicast zh-cn 2026-11-01T05:06:17.000Z CXMT 已验证基于4F²结构的第六代DRAM原型，并计划逐步实现量产。 https://slicast.com/ko/article/1q7h0t Slicast ko 2026-11-01T05:06:17.000Z CXMT가 4F² 기반 6세대 DRAM 시제품의 성능을 검증했으며, 단계적 양산을 검토하고 있다. https://slicast.com/article/zcwqu9 Slicast en 2026-11-01T04:27:04.000Z Google Cloud reported Q3 2026 revenue of $30.709 billion, and NeoTeo breaks down what that figure includes. https://slicast.com/zh/article/zcwqu9 Slicast zh-cn 2026-11-01T04:27:04.000Z 谷歌云2026年第三季度营收为307.09亿美元（30.709B），NeoTeo 解析了该数字包含的内容。 https://slicast.com/ko/article/zcwqu9 Slicast ko 2026-11-01T04:27:04.000Z Google Cloud는 2026년 3분기 매출이 307억 900만 달러였다고 발표했으며, NeoTeo가 이 수치에 포함된 항목을 분석했다. https://slicast.com/article/1ojz1g4 Slicast en 2026-11-01T04:27:04.000Z NeoTeo outlines CXMT's production plan for HBM3E, its AI memory product. https://slicast.com/zh/article/1ojz1g4 Slicast zh-cn 2026-11-01T04:27:04.000Z NeoTeo 梳理了 CXMT 的 HBM3E 人工智能内存量产计划。 https://slicast.com/ko/article/1ojz1g4 Slicast ko 2026-11-01T04:27:04.000Z NeoTeo, CXMT의 AI 메모리 제품인 HBM3E 생산 계획을 발표했다. https://slicast.com/article/dy700y Slicast en 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. https://slicast.com/zh/article/dy700y Slicast zh-cn 2026-11-01T04:13:00.000Z Motley Fool 称 CXMT 的销售额增长超过七倍，并认为投资者现在应买入美光股票。 https://slicast.com/ko/article/dy700y Slicast ko 2026-11-01T04:13:00.000Z The Motley Fool says CXMT's sales have grown more than sevenfold and argues investors should buy Micron stock. Wait, I need to correct that: the translation should be the Korean text only. Motley Fo https://slicast.com/article/104izhn Slicast en 2026-11-01T03:50:07.000Z Simply Wall St examines what AMD's win of a private AI build means for the company. https://slicast.com/zh/article/104izhn Slicast zh-cn 2026-11-01T03:50:07.000Z Simply Wall St 分析了AMD赢得一个私有人工智能建设项目意味着什么。 https://slicast.com/ko/article/104izhn Slicast ko 2026-11-01T03:50:07.000Z Simply Wall St가 AMD의 비공개 AI 구축 사업 수주가 회사에 어떤 의미를 갖는지 살펴봅니다. https://slicast.com/article/1j0nht0 Slicast en 2026-11-01T03:35:47.000Z Crypto Briefing, citing a16z data, shows AI token spending rose 122% to 160% while token prices fell 67%. https://slicast.com/zh/article/1j0nht0 Slicast zh-cn 2026-11-01T03:35:47.000Z Crypto Briefing 援引 a16z 数据显示，AI Token支出增长122%至160%，而Token价格下降了67%。 https://slicast.com/ko/article/1j0nht0 Slicast ko 2026-11-01T03:35:47.000Z Crypto Briefing은 a16z 데이터를 인용해, AI 토큰 지출이 122%에서 160%까지 증가한 반면 토큰 가격은 67% 하락했다고 보도했다. https://slicast.com/article/8q0b0f Slicast en 2026-11-01T03:32:27.000Z Anthropic has submitted IPO registration documents to list on Nasdaq under the ticker 'ANT'. https://slicast.com/zh/article/8q0b0f Slicast zh-cn 2026-11-01T03:32:27.000Z Anthropic 已提交首次公开募股注册文件，拟在纳斯达克以股票代码「ANT」上市。 https://slicast.com/ko/article/8q0b0f Slicast ko 2026-11-01T03:32:27.000Z Anthropic은 나스닥 상장을 위해 'ANT' 티커로 기업공개(IPO) 등록 서류를 제출했다. https://slicast.com/article/1ove1in Slicast en 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. https://slicast.com/zh/article/1ove1in Slicast zh-cn 2026-11-01T03:16:53.000Z 据 shattered.io 报道，英伟达已将 Vera Rubin 平台的 HBM4 带宽下调13%。 https://slicast.com/ko/article/1ove1in Slicast ko 2026-11-01T03:16:53.000Z Nvidia has reportedly cut the HBM4 bandwidth of its Vera Rubin platform by 13%, according to shattered.io. Wait, I need to correct that: the translation should be in Korean, with company names, ticke https://slicast.com/article/15rdlbg Slicast en 2026-11-01T03:01:10.000Z BigGo Finance reports that AI computing demand is driving a surge in electricity use and that Chinese power equipment makers posted robust Q3 earnings. https://slicast.com/zh/article/15rdlbg Slicast zh-cn 2026-11-01T03:01:10.000Z BigGo Finance 报道，人工智能算力推动用电需求激增，中国电力设备制造商第三季度业绩表现强劲。 https://slicast.com/ko/article/15rdlbg Slicast ko 2026-11-01T03:01:10.000Z BigGo Finance는 AI 컴퓨팅 수요가 전력 사용량의 급증을 이끌고 있으며, 중국 전력설비 제조사들이 3분기 실적에서 견조한 성과를 기록했다고 보도했다. https://slicast.com/article/1o1bare Slicast en 2026-11-01T03:00:28.000Z As first production hardware begins shipping, Nvidia has updated some specifications for its Rubin GPU platforms, according to ServeTheHome. https://slicast.com/zh/article/1o1bare Slicast zh-cn 2026-11-01T03:00:28.000Z 据 ServeTheHome 报道，随着首批量产硬件开始出货，英伟达更新了部分 Rubin GPU 规格。 https://slicast.com/ko/article/1o1bare Slicast ko 2026-11-01T03:00:28.000Z 엔비디아가 ServeTheHome에 따르면 첫 양산 하드웨어 출하가 시작되면서 Rubin GPU 플랫폼의 일부 사양을 업데이트했다. https://slicast.com/article/1gdm5aw Slicast en 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. https://slicast.com/zh/article/1gdm5aw Slicast zh-cn 2026-11-01T02:38:46.000Z 据 ET Datacenters 报道，鸿海正在探索与 OpenAI 建立新的人工智能硬件合作。 https://slicast.com/ko/article/1gdm5aw Slicast ko 2026-11-01T02:38:46.000Z Foxconn is exploring a new AI hardware tie-up with OpenAI, according to ET Datacenters. Translation: 폭스콘은 ET Datacenters 보도에 따르면 OpenAI와 새로운 AI 하드웨어 협력을 검토 중이다. https://slicast.com/article/heef3q Slicast en 2026-11-01T02:26:18.000Z Broadcom has reportedly cautioned investors not to rely on its $73 billion AI backlog. https://slicast.com/zh/article/heef3q Slicast zh-cn 2026-11-01T02:26:18.000Z 据报道，博通提醒投资者不要过度依赖其730亿美元（$73 billion）的人工智能订单积压。 https://slicast.com/ko/article/heef3q Slicast ko 2026-11-01T02:26:18.000Z Broadcom이 투자자들에게 730억 달러 규모의 AI 수주잔고를 과도하게 신뢰하지 말 것을 경고한 것으로 전해졌다. https://slicast.com/article/1387gmn Slicast en 2026-11-01T02:13:02.000Z Semivision analyzes Intel's EMIB yield challenges and cloud service provider capital spending as structural shifts in AI advanced packaging. https://slicast.com/zh/article/1387gmn Slicast zh-cn 2026-11-01T02:13:02.000Z Semivision 分析了英特尔 EMIB 的良率挑战与云服务商资本支出，认为这正在重塑人工智能先进封装供应链。 https://slicast.com/ko/article/1387gmn Slicast ko 2026-11-01T02:13:02.000Z Semivision은 인텔의 EMIB 수율 과제와 클라우드 서비스 제공업체의 설비투자를 AI 첨단 패키징의 구조적 변화로 분석한다. https://slicast.com/article/pe01vl Slicast en 2026-11-01T02:01:04.000Z Global Data Center Hub reports Mubbadrah's roughly $3 billion Oman plan, alongside Broadcom's $63 billion chip SPV and Meta's $37.5 billion raise. https://slicast.com/zh/article/pe01vl Slicast zh-cn 2026-11-01T02:01:04.000Z Global Data Center Hub 报道，Mubbadrah 在阿曼的约30亿美元计划，同时还涉及博通630亿美元的芯片特殊目的公司以及 Meta 375亿美元的融资。 https://slicast.com/ko/article/pe01vl Slicast ko 2026-11-01T02:01:04.000Z Global Data Center Hub, Mubbadrah의 약 30억 달러 규모 오만 계획, Broadcom의 630억 달러 칩 SPV, Meta의 375억 달러 자금 조달을 보도했다. https://slicast.com/article/1awvsq5 Slicast en 2026-11-01T01:49:41.000Z The US accuses ex-Megaspeed executive Alice Huang, who is linked to Nvidia CEO Jensen Huang, of spying for China, and Trump says Washington is looking 'closely' at the report. https://slicast.com/zh/article/1awvsq5 Slicast zh-cn 2026-11-01T01:49:41.000Z 美国指控与英伟达首席执行官黄仁勋有关联的Megaspeed前高管Alice Huang为中国从事间谍活动，特朗普表示美方正在「密切」关注该报道。 https://slicast.com/ko/article/1awvsq5 Slicast ko 2026-11-01T01:49:41.000Z 미국은 Nvidia CEO 젠슨 황과 연관된 전 Megaspeed 임원 Alice Huang이 중국을 위해 스파이 활동을 했다고 주장하고 있으며, 트럼프 대통령은 워싱턴이 해당 보도를 "면밀히" 살펴보고 있다고 밝혔다. https://slicast.com/article/12c3j7m Slicast en 2026-11-01T01:38:35.000Z MARA's stock surged despite a deep quarterly loss, with the CEO saying the company is 'no longer simply a bitcoin miner'. https://slicast.com/zh/article/12c3j7m Slicast zh-cn 2026-11-01T01:38:35.000Z MARA 股价在季度大额亏损的情况下仍然上涨，首席执行官表示公司「不再仅仅是一家比特币矿企」。 https://slicast.com/ko/article/12c3j7m Slicast ko 2026-11-01T01:38:35.000Z MARA의 주가는 분기 대규모 적자에도 불구하고 급등했으며, 최고경영자는 회사가 "더 이상 단순한 비트코인 채굴 기업이 아니다"라고 말했다. https://slicast.com/commentary/intel-2026-10-31 Slicast en 2026-10-31T22:01:46.591Z Intel Latest News, October 2026: 28.6% Single-Day Stock Crash, Israel Fab Disruption, and Foundry Outlook https://slicast.com/zh/commentary/intel-2026-10-31 Slicast zh-cn 2026-10-31T22:01:46.591Z 英特尔最新动态，2026年10月：股价单日暴跌28.6%、以色列晶圆厂爆炸与代工业务进展 https://slicast.com/commentary/nextdc-2026-10-31 Slicast en 2026-10-31T21:47:15.419Z NEXTDC Melbourne Setback and Record Contracts, October 2026 https://slicast.com/zh/commentary/nextdc-2026-10-31 Slicast zh-cn 2026-10-31T21:47:15.419Z NEXTDC墨尔本项目受阻与创纪录合同：2026年10月动态 https://slicast.com/commentary/oklo-2026-10-31 Slicast en 2026-10-31T21:37:44.893Z Oklo (OKLO) Stock, October 2026: -5.8% Session as SMR Sector Diverges https://slicast.com/zh/commentary/oklo-2026-10-31 Slicast zh-cn 2026-10-31T21:37:44.893Z Oklo (OKLO) 2026年10月股价：单日跌幅5.8%，SMR板块走势现分化 https://slicast.com/commentary/terawulf-2026-10-31 Slicast en 2026-10-31T20:47:36.145Z TeraWulf (WULF) Stock, October 2026: The 8% Drop and the 1 GW Muskie Expansion https://slicast.com/zh/commentary/terawulf-2026-10-31 Slicast zh-cn 2026-10-31T20:47:36.145Z TeraWulf（WULF）股票2026年10月：-8%跌幅与1吉瓦Muskie扩容 https://slicast.com/commentary/iren-2026-10-31 Slicast en 2026-10-31T20:38:28.164Z IREN Stock, October 2026: Sector-Wide Neocloud Selloff Tests a $3 Billion Capex Bet https://slicast.com/zh/commentary/iren-2026-10-31 Slicast zh-cn 2026-10-31T20:38:28.164Z IREN股价 2026年10月：新云板块系统性抛售考验30亿美元资本支出押注 https://slicast.com/commentary/applied-digital-2026-10-31 Slicast en 2026-10-31T20:24:12.243Z Applied Digital (APLD) Stock, October 2026: Financing Pressure Versus a $36 Billion Contract Base https://slicast.com/zh/commentary/applied-digital-2026-10-31 Slicast zh-cn 2026-10-31T20:24:12.243Z Applied Digital（APLD）2026年10月股价：融资压力与360亿美元合同积压的博弈 https://slicast.com/brief/2026-11-01 Slicast en 2026-10-31T20:08:33.007Z Latest AI Infrastructure News: November 1, 2026 https://slicast.com/zh/brief/2026-11-01 Slicast zh-cn 2026-10-31T20:08:33.007Z AI 基础设施新闻早报 · 2026年11月1日 https://slicast.com/ko/brief/2026-11-01 Slicast ko 2026-10-31T20:08:33.007Z 최신 AI 인프라 뉴스 · 2026년 11월 1일 https://slicast.com/article/1a5r8jq Slicast en 2026-10-31T19:15:18.000Z PJM approved two ENGIE battery storage projects totaling 1,660 MW under its new expedited interconnection process. https://slicast.com/zh/article/1a5r8jq Slicast zh-cn 2026-10-31T19:15:18.000Z PJM批准了ENGIE的两个电池储能项目，合计1,660 MW，依据其新的快速并网流程办理。 https://slicast.com/ko/article/1a5r8jq Slicast ko 2026-10-31T19:15:18.000Z PJM은 신속 계통연계 절차에 따라 ENGIE의 배터리 저장장치 프로젝트 2건, 총 1,660MW를 승인했다. https://slicast.com/article/1jvi35n Slicast en 2026-10-31T19:03:35.000Z SpaceXAI lost its bid to dismiss a lawsuit brought by the NAACP over air pollution. https://slicast.com/zh/article/1jvi35n Slicast zh-cn 2026-10-31T19:03:35.000Z SpaceXAI申请驳回NAACP提起的空气污染诉讼未获法院支持。 https://slicast.com/ko/article/1jvi35n Slicast ko 2026-10-31T19:03:35.000Z SpaceXAI, 대기 오염을 둘러싸고 NAACP가 제기한 소송에 대해 기각 신청이 기각됐다. https://slicast.com/article/1lt8n3z Slicast en 2026-10-31T18:36:50.000Z Sam Altman said home PC RAM is a waste of limited DRAM supply, and OpenAI could absorb as much as 40% of supply. https://slicast.com/zh/article/1lt8n3z Slicast zh-cn 2026-10-31T18:36:50.000Z Sam Altman称个人电脑中的内存是一种浪费，而OpenAI或将占去高达40%的DRAM供应。 https://slicast.com/ko/article/1lt8n3z Slicast ko 2026-10-31T18:36:50.000Z Sam Altman은 가정용 PC RAM이 한정된 DRAM 공급을 낭비하는 것이라고 말했으며, OpenAI가 공급량의 최대 40%를 흡수할 수 있다고 밝혔다. https://slicast.com/article/19v4mcg Slicast en 2026-10-31T18:00:00.000Z An eight-storey hub equivalent in size to 11 MCGs leads a $5 billion data centre queue in Australia. https://slicast.com/zh/article/19v4mcg Slicast zh-cn 2026-10-31T18:00:00.000Z 一座相当于11个MCG（墨尔本板球场）大小的八层枢纽，位居一个$5 billion数据中心排队项目之首。 https://slicast.com/ko/article/19v4mcg Slicast ko 2026-10-31T18:00:00.000Z 8층 규모의 허브 시설로, 크기는 MCG 11개에 맞먹으며, 호주에서 50억 달러 규모의 데이터센터 대기 프로젝트 중 선두에 있다. https://slicast.com/article/79xph2 Slicast en 2026-10-31T17:31:18.000Z Opposition to AI data centers in West Virginia spans 2 sites involving $45B. https://slicast.com/zh/article/79xph2 Slicast zh-cn 2026-10-31T17:31:18.000Z 西弗吉尼亚州围绕AI数据中心的争议涉及2个站点，总额$45B。 https://slicast.com/ko/article/79xph2 Slicast ko 2026-10-31T17:31:18.000Z West Virginia의 AI 데이터센터에 대한 반대는 총 450억 달러 규모의 2개 사업지에 걸쳐 있다. https://slicast.com/article/9wnugd Slicast en 2026-10-31T17:26:00.000Z KLA shares gained attention after an earnings beat and a strong outlook. https://slicast.com/zh/article/9wnugd Slicast zh-cn 2026-10-31T17:26:00.000Z 科磊（KLA）业绩超出预期且展望强劲，股价受到关注。 https://slicast.com/ko/article/9wnugd Slicast ko 2026-10-31T17:26:00.000Z KLA 주가는 실적 상회와 강력한 전망에 힘입어 주목을 받았다. https://slicast.com/article/izho9m Slicast en 2026-10-31T16:54:29.000Z Micron shares face questions over AI spending after strong earnings and mixed memory signals. https://slicast.com/zh/article/izho9m Slicast zh-cn 2026-10-31T16:54:29.000Z 美光（Micron）业绩强劲，但内存信号喜忧参半，其股价面临AI支出是否可持续的疑问。 https://slicast.com/ko/article/izho9m Slicast ko 2026-10-31T16:54:29.000Z Micron 주가, 호실적과 엇갈린 메모리 신호 속에 AI 투자 지출을 둘러싼 의문에 직면 https://slicast.com/article/1ec7l2m Slicast en 2026-10-31T16:28:27.000Z Analysis of CXMT's DRAM expansion flags risks for Micron and other memory stocks. https://slicast.com/zh/article/1ec7l2m Slicast zh-cn 2026-10-31T16:28:27.000Z 分析认为，长鑫存储（CXMT）扩大DRAM产能，将给美光及其他内存类股票带来风险。 https://slicast.com/ko/article/1ec7l2m Slicast ko 2026-10-31T16:28:27.000Z CXMT의 DRAM 증설 분석, Micron 및 기타 메모리 종목에 대한 리스크 부각 https://slicast.com/article/d28lp9 Slicast en 2026-10-31T16:11:40.000Z French lawmakers approved an amendment proposing a €0.055-per-gigabyte tax on digital content delivered to internet subscribers in France, which the headline puts at $11.2 billion. https://slicast.com/zh/article/d28lp9 Slicast zh-cn 2026-10-31T16:11:40.000Z 法国议员通过一项修正案，提议对向法国互联网用户交付的数字内容每GB征收€0.055的税，标题称其规模为$11.2 billion。 https://slicast.com/article/1a830hk Slicast en 2026-10-31T15:36:14.000Z Google's experimental orbital datacenter prototype, described as an AI satellite, used its TPU to produce a haiku sent to Earth. https://slicast.com/zh/article/1a830hk Slicast zh-cn 2026-10-31T15:36:14.000Z 谷歌（Google）的实验性太空数据中心原型（一颗AI卫星）利用其TPU生成俳句并发回地球。 https://slicast.com/ko/article/1a830hk Slicast ko 2026-10-31T15:36:14.000Z Google의 실험적 궤도 데이터센터 시제품인 AI 위성은 TPU를 활용해 하이쿠 한 편을 생성했으며, 이를 지구로 전송했다. https://slicast.com/article/ghyhul Slicast en 2026-10-31T15:30:00.000Z A nine-building, 747-acre campus is described as needing enough electricity to power a small city many times over. https://slicast.com/zh/article/ghyhul Slicast zh-cn 2026-10-31T15:30:00.000Z 一个占地747英亩、包含9栋建筑的园区，据报道其用电量相当于一座小城市的许多倍。 https://slicast.com/ko/article/ghyhul Slicast ko 2026-10-31T15:30:00.000Z 9개 동, 747에이커 규모의 캠퍼스는 소규모 도시를 여러 배 밝힐 만큼의 전력이 필요한 것으로 묘사되고 있다. https://slicast.com/article/39ax7j Slicast en 2026-10-31T15:23:33.000Z Iluvatar CoreX claims its Tiangai 300 GPU beats NVIDIA's H200 in its own live demo, but the only outside test shows just a 5% lead. https://slicast.com/zh/article/39ax7j Slicast zh-cn 2026-10-31T15:23:33.000Z 天数智芯（Iluvatar CoreX）称其Tiangai 300 GPU在自家现场演示中胜过英伟达H200，但唯一的外部测试仅显示约5%的领先幅度。 https://slicast.com/ko/article/39ax7j Slicast ko 2026-10-31T15:23:33.000Z Iluvatar CoreX는 자사 시연에서 Tiangai 300 GPU가 NVIDIA H200을 앞섰다고 주장했지만, 외부에서 진행된 유일한 테스트에서는 5% 우위에 그쳤다. https://slicast.com/article/1kn1jkl Slicast en 2026-10-31T15:09:40.000Z A case involving billionaire Jensen Huang is cited as showing CEOs are now front-line targets in the U.S.-China chip contest. https://slicast.com/zh/article/1kn1jkl Slicast zh-cn 2026-10-31T15:09:40.000Z 有报道称，与亿万富翁黄仁勋（Jensen Huang）相关的一起案件表明，在美中芯片竞争中，首席执行官已成为前线目标。 https://slicast.com/ko/article/1kn1jkl Slicast ko 2026-10-31T15:09:40.000Z 미국과 중국의 반도체 경쟁에서 CEO가 이제 최전선의 표적이 되고 있음을 보여주는 사례로, 억만장자 젠슨 황 관련 사건이 거론되고 있다. https://slicast.com/article/dtx80y Slicast en 2026-10-31T14:55:00.000Z Sam Altman met Samsung to secure AI memory supply. https://slicast.com/zh/article/dtx80y Slicast zh-cn 2026-10-31T14:55:00.000Z Sam Altman与三星会面，洽谈确保AI内存供应。 https://slicast.com/ko/article/dtx80y Slicast ko 2026-10-31T14:55:00.000Z 샘 올트먼, AI 메모리 공급 확보를 위해 삼성과 만나다. https://slicast.com/article/19na7rm Slicast en 2026-10-31T14:41:39.000Z Cerebras shares slid 5.2% amid a short seller's claim, and a cloud deal is not yet live. https://slicast.com/zh/article/19na7rm Slicast zh-cn 2026-10-31T14:41:39.000Z Cerebras股价下跌5.2%，同时一份做空报告提出指控，一项云服务合作尚未上线。 https://slicast.com/ko/article/19na7rm Slicast ko 2026-10-31T14:41:39.000Z Cerebras 주가가 공매도 세력의 주장으로 인해 5.2% 하락했으며, 클라우드 계약은 아직 가동되지 않았습니다. https://slicast.com/article/19xr167 Slicast en 2026-10-31T14:18:50.000Z Anthropic reported an $80 billion loss ahead of a potential IPO amid heavy AI spending. https://slicast.com/zh/article/19xr167 Slicast zh-cn 2026-10-31T14:18:50.000Z Anthropic在可能的首次公开募股（IPO）之前报告了800亿美元亏损，主要源于AI支出高企。 https://slicast.com/ko/article/19xr167 Slicast ko 2026-10-31T14:18:50.000Z Anthropic, 잠재적 IPO를 앞두고 막대한 AI 투자 지출로 800억 달러 손실을 보고했다. https://slicast.com/article/1bp1b88 Slicast en 2026-10-31T14:14:07.000Z Marvell shares sank 14% in a week on reports of talks involving Lumentum, with chipmakers quoted as saying they 'Don't Have a Choice'. https://slicast.com/zh/article/1bp1b88 Slicast zh-cn 2026-10-31T14:14:07.000Z 美满电子股价一周内下跌14%，此前有报道称其与朗美通存在洽谈，芯片厂商的表态是'别无选择'。 https://slicast.com/ko/article/1bp1b88 Slicast ko 2026-10-31T14:14:07.000Z Marvell 주가, Lumentum과의 협상 보도에 일주일 새 14% 하락... 반도체 업체들은 "Don't Have a Choice"라고 언급. Wait, I need to correct that: the output should be a clean translation without the stray ellipsis and with the quote https://slicast.com/article/eq6vkx Slicast en 2026-10-31T14:05:39.000Z Intel shares plunged nearly 30% in their worst day since the 1970s after a soft fourth-quarter outlook overshadowed AI chip demand. https://slicast.com/zh/article/eq6vkx Slicast zh-cn 2026-10-31T14:05:39.000Z 英特尔股价一日暴跌近30%，为1970年代以来最糟糕的一天，原因是第四季度业绩指引疲软，盖过了AI芯片需求的利好。 https://slicast.com/ko/article/eq6vkx Slicast ko 2026-10-31T14:05:39.000Z Intel 주가가 4분기 실적 전망 부진으로 AI 칩 수요에 대한 기대가 가려지면서 1970년대 이후 최악의 하루를 기록하며 약 30% 급락했다. https://slicast.com/article/bswt1d Slicast en 2026-10-31T13:49:09.000Z A platform that lets users rent out idle Macs for AI inference warns that its revenues are falling as token prices keep dropping, citing a 77% fall in Anthropic token prices. https://slicast.com/zh/article/bswt1d Slicast zh-cn 2026-10-31T13:49:09.000Z 一家允许用户出租闲置Mac用于人工智能推理的平台警告称，随着词元价格持续下跌，其收入正在减少，并提到Anthropic的词元价格下降了77%。 https://slicast.com/article/1ywqld5 Slicast en 2026-10-31T13:33:08.000Z Google is exploring demand-response programs to manage the power needs of its AI data centers. https://slicast.com/zh/article/1ywqld5 Slicast zh-cn 2026-10-31T13:33:08.000Z 谷歌正在探索需求响应项目，以管理其人工智能数据中心的用电需求。 https://slicast.com/ko/article/1ywqld5 Slicast ko 2026-10-31T13:33:08.000Z Google는 AI 데이터센터의 전력 수요를 관리하기 위해 수요반응(demand-response) 프로그램을 검토하고 있다. https://slicast.com/article/19461hn Slicast en 2026-10-31T13:26:10.000Z Simply Wall St says Flex's earnings beat could reset the investment case for Flex stock. https://slicast.com/zh/article/19461hn Slicast zh-cn 2026-10-31T13:26:10.000Z Simply Wall St称，伟创力的业绩超预期或将重塑该股的投资逻辑。 https://slicast.com/article/kz6z35 Slicast en 2026-10-31T13:23:00.000Z CXMT completed engineering sample validation for its sixth-generation DRAM technology platform based on the 4F² architecture. https://slicast.com/zh/article/kz6z35 Slicast zh-cn 2026-10-31T13:23:00.000Z 长鑫存储（CXMT）已完成基于4F²架构的第六代存储技术平台工程样片验证。 https://slicast.com/ko/article/kz6z35 Slicast ko 2026-10-31T13:23:00.000Z CXMT는 4F² 아키텍처 기반의 6세대 DRAM 기술 플랫폼에 대한 엔지니어링 샘플 검증을 완료했다. https://slicast.com/article/ikem8n Slicast en 2026-10-31T13:15:46.000Z A review of China A-share third-quarter reports finds AI computing power leading performance, materials seeing rising prices and volumes, while property and consumer sectors are still bottoming out. https://slicast.com/zh/article/ikem8n Slicast zh-cn 2026-10-31T13:15:46.000Z 对A股三季度报告的梳理显示，人工智能算力板块业绩领跑，材料板块量价齐升，而地产与消费板块仍在寻底。 https://slicast.com/article/reeqge Slicast en 2026-10-31T13:00:00.000Z Intel is shifting production capacity from consumer CPUs to server CPUs and expanding chipmaking and advanced packaging capacity in the U.S., Ireland and Malaysia to meet surging AI-driven demand for https://slicast.com/zh/article/reeqge Slicast zh-cn 2026-10-31T13:00:00.000Z 英特尔正将产能从消费级CPU转向服务器CPU，并在美国、爱尔兰和马来西亚扩建芯片制造与先进封装产能，以应对人工智能驱动的数据中心CPU需求激增。 https://slicast.com/ko/article/reeqge Slicast ko 2026-10-31T13:00:00.000Z Intel는 AI 기반 데이터센터 CPU 수요 급증에 대응하기 위해 소비자용 CPU에서 서버용 CPU로 생산 능력을 전환하고, 미국, 아일랜드, 말레이시아에서 반도체 제조 및 첨단 패키징 역량을 확대하고 있다. https://slicast.com/article/117y7tt Slicast en 2026-10-31T12:42:30.000Z The Economic Times reports that AI is driving up memory prices and questions why Sam Altman is criticising personal PC memory, with Altman calling it 'quite terrible' amid the supply crunch. https://slicast.com/zh/article/117y7tt Slicast zh-cn 2026-10-31T12:42:30.000Z 经济时报报道称，人工智能正在推高内存价格，并质疑Sam Altman为何批评个人电脑内存，Altman在供应紧张之际称其'相当糟糕'。 https://slicast.com/ko/article/117y7tt Slicast ko 2026-10-31T12:42:30.000Z The Economic Times는 AI가 메모리 가격을 끌어올리고 있다고 보도하며, 공급 부족 속에서 Sam Altman이 개인용 PC 메모리를 비판하는 이유에 의문을 제기했다. Altman은 이를 "quite terrible"이라고 표현했다. https://slicast.com/article/lhards Slicast en 2026-10-31T12:35:33.000Z TradingView lists tranche 1 estimates for Core Scientific warrants (NASDAQ:CORZW), a capital-markets item that does not disclose new operating terms. https://slicast.com/zh/article/lhards Slicast zh-cn 2026-10-31T12:35:33.000Z TradingView列出了Core Scientific认股权证（NASDAQ:CORZW）的第一批次估值数据，属于资本市场信息，未披露新的经营条款。 https://slicast.com/article/9qztaa Slicast en 2026-10-31T12:34:30.000Z OpenAI CEO Sam Altman met Samsung executives in South Korea to discuss memory chip supply and AI infrastructure, with reports describing a push to strengthen collaboration on AI and storage chips. https://slicast.com/zh/article/9qztaa Slicast zh-cn 2026-10-31T12:34:30.000Z OpenAI首席执行官Sam Altman在韩国会见三星高管，讨论内存芯片供应与人工智能基础设施，据报道双方意在加强人工智能与存储芯片领域的合作。 https://slicast.com/ko/article/9qztaa Slicast ko 2026-10-31T12:34:30.000Z OpenAI CEO Sam Altman는 메모리 반도체 공급과 AI 인프라를 논의하기 위해 한국에서 삼성 경영진과 만났다. 보도에 따르면 AI 및 스토리지 반도체 분야의 협력을 강화하려는 움직임이다. https://slicast.com/article/u3i0ju Slicast en 2026-10-31T12:33:33.000Z A tech-insider.org report says five chip vendors have joined a Google TPU deployment on Oracle Cloud Infrastructure (OCI), though the source gives no further detail. https://slicast.com/zh/article/u3i0ju Slicast zh-cn 2026-10-31T12:33:33.000Z 据tech-insider.org报道，已有五家芯片厂商加入谷歌TPU在甲骨文OCI上的部署，但来源未提供更多细节。 https://slicast.com/article/1rux120 Slicast en 2026-10-31T12:30:00.000Z MarketWatch reports that Nvidia's ties to Megaspeed show potential blind spots in the U.S. effort to block China from accessing advanced chips. https://slicast.com/zh/article/1rux120 Slicast zh-cn 2026-10-31T12:30:00.000Z MarketWatch报道称，英伟达与Megaspeed的往来暴露出美国阻止中国获取先进芯片努力中的潜在盲区。 https://slicast.com/ko/article/1rux120 Slicast ko 2026-10-31T12:30:00.000Z MarketWatch는 Nvidia와 Megaspeed 간의 관계가 중국의 첨단 반도체 접근을 차단하려는 미국의 노력에 잠재적인 사각지대가 있음을 보여준다고 보도했다. https://slicast.com/article/p5nhks Slicast en 2026-10-31T12:05:44.000Z A news.lavx.hu report says AI is now competing for Arizona's water supply. https://slicast.com/zh/article/p5nhks Slicast zh-cn 2026-10-31T12:05:44.000Z 一篇报道称，人工智能正在争夺亚利桑那州的水资源。 https://slicast.com/ko/article/p5nhks Slicast ko 2026-10-31T12:05:44.000Z AI가 이제 애리조나의 물 공급을 두고 경쟁하고 있다고 news.lavx.hu가 보도했다. https://slicast.com/article/enqw1f Slicast en 2026-10-31T12:02:12.000Z Huawei and Kehua have issued price-increase notices for solar-plus-storage products, and the report says the key question is whether downstream power-station buyers can absorb the cost shift. https://slicast.com/zh/article/enqw1f Slicast zh-cn 2026-10-31T12:02:12.000Z 华为、科华已发出光伏与储能产品涨价函，报道称成本正转移给下游电站，电站的承受能力成为关键。 https://slicast.com/article/1g7dmkh Slicast en 2026-10-31T12:00:27.000Z Seeking Alpha looks at the custom chips of Amazon (AMZN:NASDAQ) and Google, and at what each company has said about the future of those programs. https://slicast.com/zh/article/1g7dmkh Slicast zh-cn 2026-10-31T12:00:27.000Z Seeking Alpha分析了亚马逊（AMZN:NASDAQ）与谷歌的定制芯片，并梳理了两家公司对这些项目未来的表态。 https://slicast.com/article/fc3tu2 Slicast en 2026-10-31T11:58:00.000Z An analysis piece argues that whether domestic GPUs can compete with overseas products depends mainly on the software stack. https://slicast.com/zh/article/fc3tu2 Slicast zh-cn 2026-10-31T11:58:00.000Z 一篇分析文章认为，国产图形处理器能否与海外产品竞争，关键在于软件栈。 https://slicast.com/article/1p6u303 Slicast en 2026-10-31T11:57:20.000Z A TMT report says compute orders keep growing, yet it is getting harder for chip buyers to arrange the money to pay for chips. https://slicast.com/zh/article/1p6u303 Slicast zh-cn 2026-10-31T11:57:20.000Z 钛媒体报道称，算力订单持续增长，但芯片采购方的资金安排却越来越困难。 https://slicast.com/ko/article/1p6u303 Slicast ko 2026-10-31T11:57:20.000Z TMT 보고서에 따르면 컴퓨팅 주문은 계속 늘고 있지만, 칩 구매자가 칩 대금을 마련하는 것은 점점 더 어려워지고 있다. https://slicast.com/article/iaxg3n Slicast en 2026-10-31T11:44:00.000Z Wall Street erased $1 trillion in stock market value as tech's $828 billion AI spending spree sparked investor fears. https://slicast.com/zh/article/iaxg3n Slicast zh-cn 2026-10-31T11:44:00.000Z 华尔街市值蒸发1万亿美元，科技行业8280亿美元的人工智能支出热潮引发投资者担忧。 https://slicast.com/ko/article/iaxg3n Slicast ko 2026-10-31T11:44:00.000Z 월가에서 기술주의 8,280억 달러 규모 AI 투자 열풍이 투자자들의 우려를 불러일으키며 주식시장 시가총액 1조 달러가 증발했다. https://slicast.com/article/1hx8fyx Slicast en 2026-10-31T11:43:41.000Z SK Chairman Chey Tae-won and Samsung executives met Sam Altman, whom Korean media call the 'ChatGPT father'. https://slicast.com/zh/article/1hx8fyx Slicast zh-cn 2026-10-31T11:43:41.000Z SK集团董事长崔泰源与三星高管会见了Sam Altman，韩国媒体称其为'ChatGPT之父'。 https://slicast.com/ko/article/1hx8fyx Slicast ko 2026-10-31T11:43:41.000Z SK 회장 최태원 회장과 삼성 경영진은 한국 언론이 'ChatGPT의 아버지'로 부르는 샘 올트먼을 만났다. https://slicast.com/article/101m4ey Slicast en 2026-10-31T11:35:11.000Z TeraWulf has secured a larger credit line that gives it more funding flexibility. https://slicast.com/zh/article/101m4ey Slicast zh-cn 2026-10-31T11:35:11.000Z TeraWulf获得了额度更大的信贷额度，融资灵活性有所提升。 https://slicast.com/ko/article/101m4ey Slicast ko 2026-10-31T11:35:11.000Z TeraWulf, 더 큰 규모의 신용 한도를 확보해 자금 조달 유연성을 높였다. https://slicast.com/article/s5ecn6 Slicast en 2026-10-31T11:22:47.000Z SK Hynix says some buyers have cut HBM stacks to 8 layers even as its orders have topped 2x. https://slicast.com/zh/article/s5ecn6 Slicast zh-cn 2026-10-31T11:22:47.000Z SK海力士称，部分买家已将高带宽内存的堆叠层数削减至8层，而其订单量已超过2倍。 https://slicast.com/ko/article/s5ecn6 Slicast ko 2026-10-31T11:22:47.000Z SK Hynix는 일부 고객들이 HBM 스택을 8단으로 줄였다고 밝혔으나, 주문량은 2배를 넘어섰다. https://slicast.com/article/1l11q9o Slicast en 2026-10-31T11:19:07.000Z OpenAI has cut its funding target, a move the source argues changes the outlook for the tech sector. https://slicast.com/zh/article/1l11q9o Slicast zh-cn 2026-10-31T11:19:07.000Z OpenAI下调了其融资目标，该报道认为此举将改变科技行业的前景。 https://slicast.com/ko/article/1l11q9o Slicast ko 2026-10-31T11:19:07.000Z OpenAI가 자금 조달 목표를 축소했으며, 이는 기술 업계의 전망을 바꿀 수 있는 움직임이라고 해당 보도는 분석했다. https://slicast.com/article/1ox4aj7 Slicast en 2026-10-31T11:12:16.000Z An article asks who will pay for domestic GPU makers competing in supernode systems. https://slicast.com/zh/article/1ox4aj7 Slicast zh-cn 2026-10-31T11:12:16.000Z 一篇文章探讨国产图形处理器厂商在超节点系统上展开竞争时，究竟由谁来买单。 https://slicast.com/ko/article/1ox4aj7 Slicast ko 2026-10-31T11:12:16.000Z 국내 GPU 기업들이 슈퍼노드 시스템 경쟁에 나서면서, 그 비용을 누가 부담할 것인지에 대한 질문이 제기되고 있다. https://slicast.com/article/pbg1n1 Slicast en 2026-10-31T11:09:52.000Z Abbott's data center freeze is slowing data-center dealmaking in Texas. https://slicast.com/zh/article/pbg1n1 Slicast zh-cn 2026-10-31T11:09:52.000Z Abbott的数据中心冻结措施正在放缓得克萨斯州的数据中心交易。 https://slicast.com/ko/article/pbg1n1 Slicast ko 2026-10-31T11:09:52.000Z Abbott의 데이터센터 동결 조치로 텍사스의 데이터센터 거래가 둔화되고 있다. https://slicast.com/article/ludsua Slicast en 2026-10-31T11:03:14.000Z Data Center Dynamics reports that Europe's AI ambitions are running into a power bottleneck, as outdated grid infrastructure keeps the region from fully using renewable energy. https://slicast.com/zh/article/ludsua Slicast zh-cn 2026-10-31T11:03:14.000Z 欧洲的人工智能雄心正受到电力瓶颈制约：数据中心需求激增，但老旧电网使欧洲无法充分利用可再生能源。 https://slicast.com/ko/article/ludsua Slicast ko 2026-10-31T11:03:14.000Z Data Center Dynamics는 유럽의 AI 야망이 전력 병목에 부딪히고 있다고 보도했다. 노후된 전력망 인프라로 인해 해당 지역이 재생에너지를 온전히 활용하지 못하고 있다는 것이다. https://slicast.com/article/tgi5c Slicast en 2026-10-31T11:00:48.000Z Locals in Tungkillo, Australia, are opposing a proposed 1,200MW data centre. https://slicast.com/zh/article/tgi5c Slicast zh-cn 2026-10-31T11:00:48.000Z 澳大利亚Tungkillo当地居民反对一个拟建的1200兆瓦数据中心项目。 https://slicast.com/ko/article/tgi5c Slicast ko 2026-10-31T11:00:48.000Z Tungkillo, Australia의 주민들이 제안된 1,200MW 규모의 데이터센터 건설에 반대하고 있다. https://slicast.com/article/dctxnn Slicast en 2026-10-31T11:00:04.000Z Anthropic's IPO filing discloses nearly $900 billion in future AI commitments. https://slicast.com/zh/article/dctxnn Slicast zh-cn 2026-10-31T11:00:04.000Z Anthropic的首次公开募股招股文件显示，其未来人工智能相关承诺接近9000亿美元。 https://slicast.com/ko/article/dctxnn Slicast ko 2026-10-31T11:00:04.000Z Anthropic의 IPO 신고서에 따르면 향후 AI 관련 계약 약정 규모가 약 9,000억 달러에 달하는 것으로 나타났다. https://slicast.com/article/1wn0i6m Slicast en 2026-10-31T10:43:58.000Z Microsoft is offering voluntary severance to about 60,000 employees, roughly a quarter of its workforce, in its second such program this year, while shielding AI-critical teams. https://slicast.com/zh/article/1wn0i6m Slicast zh-cn 2026-10-31T10:43:58.000Z 微软向约6万名员工（约占其员工总数的四分之一）提供自愿离职方案，这是其今年第二次推出此类方案，同时保护对人工智能至关重要的团队。 https://slicast.com/ko/article/1wn0i6m Slicast ko 2026-10-31T10:43:58.000Z Microsoft는 올해 두 번째 자발적 퇴직 프로그램을 시행하며, 약 6만 명의 직원, 즉 전체 인력의 약 4분의 1에게 제안하고 있으며, AI 핵심 조직은 예외로 두고 있다. https://slicast.com/article/dftho7 Slicast en 2026-10-31T10:43:44.000Z Malaysia has seized servers with advanced AI chips suspected of violating export controls. https://slicast.com/zh/article/dftho7 Slicast zh-cn 2026-10-31T10:43:44.000Z 马来西亚查获了疑似违反出口管制、搭载先进人工智能芯片的服务器。 https://slicast.com/ko/article/dftho7 Slicast ko 2026-10-31T10:43:44.000Z 말레이시아, 수출 통제 위반이 의심되는 첨단 AI 칩 탑재 서버 압수 https://slicast.com/article/iv1yq7 Slicast en 2026-10-31T10:43:02.000Z Iluvatar CoreX claims its Tiangai 300 matches Nvidia H200 performance. https://slicast.com/zh/article/iv1yq7 Slicast zh-cn 2026-10-31T10:43:02.000Z 天数智芯称其Tiangai 300的性能可与英伟达H200相媲美。 https://slicast.com/ko/article/iv1yq7 Slicast ko 2026-10-31T10:43:02.000Z Iluvatar CoreX는 자사의 Tiangai 300이 Nvidia H200의 성능과 대등하다고 주장했다. https://slicast.com/article/9qp9ef Slicast en 2026-10-31T10:37:00.000Z The PAX-1 data center in Cumberland County has delayed revealing its tenant amid possible 'revisions'. https://slicast.com/zh/article/9qp9ef Slicast zh-cn 2026-10-31T10:37:00.000Z 位于Cumberland County的PAX-1数据中心推迟披露其租户身份，原因可能是存在'修订'。 https://slicast.com/ko/article/9qp9ef Slicast ko 2026-10-31T10:37:00.000Z PAX-1 데이터센터(컴벌랜드 카운티)는 가능한 '수정'을 이유로 입주 기업 공개를 연기했다. https://slicast.com/article/1vaxujd Slicast en 2026-10-31T10:36:33.000Z Oracle capped its new funding at $20 billion, below one quarter of its capital expenditure. https://slicast.com/zh/article/1vaxujd Slicast zh-cn 2026-10-31T10:36:33.000Z 甲骨文将新增融资额度上限设定为200亿美元，低于其一个季度的资本开支。 https://slicast.com/ko/article/1vaxujd Slicast ko 2026-10-31T10:36:33.000Z Oracle는 신규 자금 조달 규모를 200억 달러로 제한했으며, 이는 자본 지출의 4분의 1에 미치지 못한다. https://slicast.com/article/bz1fem Slicast en 2026-10-31T10:07:13.000Z Texas Democrats see data centers as a winning political issue, according to an ABC News report. https://slicast.com/zh/article/bz1fem Slicast zh-cn 2026-10-31T10:07:13.000Z 据ABC News报道，德州民主党人认为数据中心是一个有望赢得选民支持的政治议题。 https://slicast.com/article/bnstkh Slicast en 2026-10-31T09:58:09.000Z Nvidia is weighing billions of dollars in credit guarantees to support Nscale's $45bn data centre deal with Anthropic. https://slicast.com/zh/article/bnstkh Slicast zh-cn 2026-10-31T09:58:09.000Z 据报道，英伟达正考虑提供数十亿美元的信用担保，以支持Nscale与Anthropic价值450亿美元的数据中心交易。 https://slicast.com/ko/article/bnstkh Slicast ko 2026-10-31T09:58:09.000Z Nvidia는 Anthropic과의 450억 달러 규모 데이터센터 계약을 추진 중인 Nscale을 지원하기 위해 수십억 달러 규모의 신용보증을 검토하고 있다. https://slicast.com/article/h6xh89 Slicast en 2026-10-31T09:45:00.000Z nVent Electric (NVT) has published highlights from its Q3 2026 earnings call, but the excerpt is truncated before the disclosed figures. https://slicast.com/zh/article/h6xh89 Slicast zh-cn 2026-10-31T09:45:00.000Z nVent Electric（NVT）发布了2026年第三季度财报电话会议要点，但摘要在披露具体数字前被截断。 https://slicast.com/article/1blnqlv Slicast en 2026-10-31T09:33:54.000Z Simply Wall St examines what Sterling Infrastructure (STRL) is pursuing with its acquisition push. https://slicast.com/zh/article/1blnqlv Slicast zh-cn 2026-10-31T09:33:54.000Z Simply Wall St分析了Sterling Infrastructure（STRL）此轮收购扩张的目标。 https://slicast.com/article/13osldg Slicast en 2026-10-31T09:26:48.000Z SK Hynix has said it sees a memory shortage lasting into 2030, lifting Lam Research shares. https://slicast.com/zh/article/13osldg Slicast zh-cn 2026-10-31T09:26:48.000Z SK海力士表示预计存储器短缺将持续至2030年，带动泛林集团股价上涨。 https://slicast.com/ko/article/13osldg Slicast ko 2026-10-31T09:26:48.000Z SK하이닉스는 메모리 공급 부족이 2030년까지 이어질 것으로 내다본다고 밝혔으며, 이에 따라 Lam Research 주가가 상승했다. https://slicast.com/article/1wc7ypv Slicast en 2026-10-31T09:22:52.000Z OpenAI raised only about $11 billion of its $30 billion target in its latest funding round, and the $1.25 trillion valuation fell short of expectations. https://slicast.com/zh/article/1wc7ypv Slicast zh-cn 2026-10-31T09:22:52.000Z OpenAI在最新一轮融资中仅募得约110亿美元，远低于300亿美元的目标，其1.25万亿美元估值也未达预期。 https://slicast.com/ko/article/1wc7ypv Slicast ko 2026-10-31T09:22:52.000Z OpenAI는 최근 펀딩 라운드에서 목표액 300억 달러 중 약 110억 달러만 조달했으며, 1조 2,500억 달러 기업가치 역시 기대에 미치지 못했습니다. https://slicast.com/article/1j4f2wj Slicast en 2026-10-31T09:18:42.000Z Nebius CEO addressed tighter financing conditions for the company's AI capacity expansion. https://slicast.com/zh/article/1j4f2wj Slicast zh-cn 2026-10-31T09:18:42.000Z Nebius首席执行官谈到了公司AI算力扩张面临的融资收紧问题。 https://slicast.com/ko/article/1j4f2wj Slicast ko 2026-10-31T09:18:42.000Z Nebius CEO, 회사의 AI 역량 확장을 위한 자금 조달 여건 악화에 대해 언급했다. https://slicast.com/article/1yetf50 Slicast en 2026-10-31T09:01:57.000Z Applied Materials has deepened its stake in Besi, and Besi shares rose 6.13% on the news. https://slicast.com/zh/article/1yetf50 Slicast zh-cn 2026-10-31T09:01:57.000Z 应用材料增持Besi股份，消息公布后Besi股价上涨6.13%。 https://slicast.com/ko/article/1yetf50 Slicast ko 2026-10-31T09:01:57.000Z Applied Materials가 Besi에 대한 지분을 확대했으며, 이 소식에 Besi 주가는 6.13% 상승했다. https://slicast.com/article/hwt3x Slicast en 2026-10-31T08:31:46.000Z Residents in the Adelaide Hills protested a proposed AI data centre in Australia. https://slicast.com/zh/article/hwt3x Slicast zh-cn 2026-10-31T08:31:46.000Z Adelaide Hills居民抗议一座拟建的AI数据中心项目。 https://slicast.com/ko/article/hwt3x Slicast ko 2026-10-31T08:31:46.000Z Adelaide Hills 주민들이 호주에 계획된 AI 데이터센터 건설에 반대하는 시위를 벌였다. https://slicast.com/article/1xu1v18 Slicast en 2026-10-31T07:57:44.000Z Larsen & Toubro has extended the deadline for its business deal with Vyoma.AI. https://slicast.com/zh/article/1xu1v18 Slicast zh-cn 2026-10-31T07:57:44.000Z Larsen & Toubro已延长与Vyoma.AI业务交易的截止期限。 https://slicast.com/article/1lg4m4s Slicast en 2026-10-31T07:57:23.000Z Finnish police are investigating Google over the clearing of 330 Ha of land, according to Tech-Insider. https://slicast.com/zh/article/1lg4m4s Slicast zh-cn 2026-10-31T07:57:23.000Z 据Tech-Insider报道，芬兰警方正就谷歌清理330 Ha（公顷）土地一事展开调查。 https://slicast.com/ko/article/1lg4m4s Slicast ko 2026-10-31T07:57:23.000Z 핀란드 경찰이 330 Ha 규모의 토지 개발과 관련해 Google을 조사하고 있다고 Tech-Insider가 보도했다. https://slicast.com/article/11d3tew Slicast en 2026-10-31T07:39:48.000Z The EIA (U.S. Energy Information Administration) forecasts that U.S. power use will hit record highs in 2026 and 2027 as AI use surges. https://slicast.com/zh/article/11d3tew Slicast zh-cn 2026-10-31T07:39:48.000Z EIA（美国能源信息署）预测，随着AI用电激增，2026年和2027年美国电力消费将创下历史新高。 https://slicast.com/ko/article/11d3tew Slicast ko 2026-10-31T07:39:48.000Z 미국 에너지정보청(EIA)은 AI 사용이 급증하면서 2026년과 2027년 미국의 전력 사용량이 사상 최고치를 기록할 것으로 전망했다. https://slicast.com/article/1qdjh3x Slicast en 2026-10-31T07:05:00.000Z SK Group Chairman Chey Tae-won hosted Sam Altman for lunch in Seoul, with discussion centred on 900,000 HBM wafers per month and cooperation on Stargate. https://slicast.com/zh/article/1qdjh3x Slicast zh-cn 2026-10-31T07:05:00.000Z SK集团董事长Chey Tae-won在首尔宴请Sam Altman，讨论重点为每月90万片HBM晶圆的规模以及Stargate合作。 https://slicast.com/ko/article/1qdjh3x Slicast ko 2026-10-31T07:05:00.000Z SK그룹 최태원 회장이 서울에서 샘 올트먼과 점심 식사를 함께했으며, 월 90만 장 규모의 HBM 웨이퍼와 스타게이트 협력이 주요 논의 주제였다. https://slicast.com/article/1gk08yn Slicast en 2026-10-31T06:40:00.000Z Sam Altman met Samsung executives as the chip crunch deepens, according to Bloomberg. https://slicast.com/zh/article/1gk08yn Slicast zh-cn 2026-10-31T06:40:00.000Z 据彭博社报道，Sam Altman在芯片短缺加剧之际会见了三星高管。 https://slicast.com/ko/article/1gk08yn Slicast ko 2026-10-31T06:40:00.000Z Sam Altman은 Bloomberg 보도에 따르면 반도체 공급난이 심화되는 가운데 삼성전자 경영진과 만났다. https://slicast.com/article/19h62bm Slicast en 2026-10-31T06:24:00.000Z Alliant Energy is targeting 1 GW of new data center contracts. https://slicast.com/zh/article/19h62bm Slicast zh-cn 2026-10-31T06:24:00.000Z Alliant Energy目标新增1吉瓦（GW）的数据中心合同。 https://slicast.com/ko/article/19h62bm Slicast ko 2026-10-31T06:24:00.000Z Alliant Energy, 신규 데이터센터 계약 1GW 확보를 목표로 하고 있다. https://slicast.com/article/tv80jd Slicast en 2026-10-31T06:18:00.000Z Anthropic's IPO could receive a junk credit rating despite its planned $800 billion AI spending program. https://slicast.com/zh/article/tv80jd Slicast zh-cn 2026-10-31T06:18:00.000Z Anthropic的IPO可能获得垃圾级信用评级，尽管其规划了8000亿美元的AI支出计划。 https://slicast.com/ko/article/tv80jd Slicast ko 2026-10-31T06:18:00.000Z Anthropic의 기업공개(IPO)는 800억 달러 규모의 AI 투자 계획에도 불구하고 투기 등급 신용평가를 받을 수 있다. https://slicast.com/article/yqel4u Slicast en 2026-10-31T06:11:59.000Z Intel shares fell 29% as the AI boom turned against chipmakers. https://slicast.com/zh/article/yqel4u Slicast zh-cn 2026-10-31T06:11:59.000Z 英特尔股价下跌29%，市场情绪转向对芯片厂商不利。 https://slicast.com/ko/article/yqel4u Slicast ko 2026-10-31T06:11:59.000Z Intel 주가가 AI 붐이 반도체 기업들에게 불리하게 작용하면서 29% 하락했다. https://slicast.com/article/570pns Slicast en 2026-10-31T05:41:09.000Z San Diego representatives plan to introduce legislation to stop the proposed NAVWAR data center. https://slicast.com/zh/article/570pns Slicast zh-cn 2026-10-31T05:41:09.000Z 圣迭戈的议员计划提出立法，阻止拟建的NAVWAR数据中心。 https://slicast.com/ko/article/570pns Slicast ko 2026-10-31T05:41:09.000Z 샌디에이고 하원의원들이 제안된 NAVWAR 데이터센터를 저지하기 위한 법안 발의를 추진하고 있다. https://slicast.com/article/19ko4wv Slicast en 2026-10-31T05:39:00.000Z Samsung presidents met OpenAI's Altman and pushed a Korea-wide AI transformation strategy. https://slicast.com/zh/article/19ko4wv Slicast zh-cn 2026-10-31T05:39:00.000Z 三星高层会见了OpenAI的奥尔特曼，并推动韩国范围内的人工智能转型。 https://slicast.com/ko/article/19ko4wv Slicast ko 2026-10-31T05:39:00.000Z 삼성 사장단이 OpenAI의 샘 올트먼과 만나 한국 전역의 AI 전환 전략을 추진하기로 했다. https://slicast.com/article/143ni3x Slicast en 2026-10-31T05:17:44.000Z ET Datacenters reports that warfare has exposed data-center vulnerabilities in the Middle East and Europe. https://slicast.com/zh/article/143ni3x Slicast zh-cn 2026-10-31T05:17:44.000Z ET Datacenters报道称，战事暴露了中东和欧洲数据中心的脆弱性。 https://slicast.com/article/115aci1 Slicast en 2026-10-31T05:12:00.000Z Riot Platforms (RIOT) stock is under scrutiny after a sell-off tied to its Rockdale lease, with the question being whether the shares are now a bargain. https://slicast.com/zh/article/115aci1 Slicast zh-cn 2026-10-31T05:12:00.000Z Riot Platforms（RIOT）因其Rockdale租约相关的抛售，股价是否已具投资价值受到关注。 https://slicast.com/ko/article/115aci1 Slicast ko 2026-10-31T05:12:00.000Z Riot Platforms(RIOT) 주가가 Rockdale 임대 계약과 관련된 매도세 이후 주목받고 있으며, 현재 주가가 저평가 구간인지가 쟁점이다. https://slicast.com/article/1mxzq5g Slicast en 2026-10-31T05:11:19.000Z A Chinese-language report says a world model guided chip design for the first time, yielding an oversized-core NPU rated at 700 TOPS with 99% of compute usable. https://slicast.com/zh/article/1mxzq5g Slicast zh-cn 2026-10-31T05:11:19.000Z 据中文报道，世界模型首次用于指导芯片设计，设计出的超大核神经网络处理器算力达每秒700万亿次运算，其中99%的算力可用。 https://slicast.com/ko/article/1mxzq5g Slicast ko 2026-10-31T05:11:19.000Z 세계 모델(world model)이 칩 설계를 처음으로 이끌어 700 TOPS 성능을 갖춘 대형 코어 NPU를 만들어냈으며, 연산 자원의 99%를 활용할 수 있다고 중국어 보도가 전했다. https://slicast.com/article/1o81e2h Slicast en 2026-10-31T05:02:39.000Z The AI: Reset to Zero newsletter (AI-RTZ #1256) covers Anthropic's S-1, Cloud Gang reports and an OpenAI price push. https://slicast.com/zh/article/1o81e2h Slicast zh-cn 2026-10-31T05:02:39.000Z 《AI: Reset to Zero》第1256期（AI-RTZ #1256）汇总了Anthropic的S-1文件、Cloud Gang报告及OpenAI的涨价动向。 https://slicast.com/ko/article/1o81e2h Slicast ko 2026-10-31T05:02:39.000Z The AI: Reset to Zero 뉴스레터(AI-RTZ #1256)는 Anthropic의 S-1, Cloud Gang 보고서, OpenAI의 가격 인상 소식을 다룹니다. https://slicast.com/article/iogm0y Slicast en 2026-10-31T03:25:18.000Z Boom Supersonic bet heavily on AI power turbines but has lost its first customer. https://slicast.com/zh/article/iogm0y Slicast zh-cn 2026-10-31T03:25:18.000Z Boom Supersonic曾大力押注人工智能供电涡轮机，但已失去第一位客户。 https://slicast.com/ko/article/iogm0y Slicast ko 2026-10-31T03:25:18.000Z Boom Supersonic은 AI 전력 터빈에 대대적으로 투자했으나 첫 고객을 잃었다. https://slicast.com/article/a8s6nd Slicast en 2026-10-31T03:18:42.000Z Gizmodo's headline frames Sam Altman as wanting all RAM so he could charge people to use it. https://slicast.com/zh/article/a8s6nd Slicast zh-cn 2026-10-31T03:18:42.000Z Gizmodo的标题将山姆·奥尔特曼描述为希望掌控所有内存，以便向他人收费使用。 https://slicast.com/article/1w7rao1 Slicast en 2026-10-31T02:22:44.000Z A&O Shearman discusses DSBJ's Hong Kong listing and how it connects the company's AI infrastructure growth story with global investors. https://slicast.com/zh/article/1w7rao1 Slicast zh-cn 2026-10-31T02:22:44.000Z A&O Shearman探讨了DSBJ在香港上市，以及该公司的人工智能基础设施增长故事如何吸引全球投资者。 https://slicast.com/ko/article/1w7rao1 Slicast ko 2026-10-31T02:22:44.000Z A&O Shearman, DSBJ의 홍콩 상장과 이것이 해당 기업의 AI 인프라 성장 스토리를 글로벌 투자자와 연결하는 방식에 대해 논의하다. https://slicast.com/article/1aw9czm Slicast en 2026-10-31T02:11:11.000Z DRAM prices are rising 10-15% in Q4, with a DDR5 kit reaching US$450. https://slicast.com/zh/article/1aw9czm Slicast zh-cn 2026-10-31T02:11:11.000Z 第四季度内存价格上涨10%至15%，一套DDR5内存售价达450美元。 https://slicast.com/ko/article/1aw9czm Slicast ko 2026-10-31T02:11:11.000Z DRAM 가격이 4분기에 10~15% 상승하고 있으며, DDR5 키트 가격은 450달러에 이르고 있다. https://slicast.com/article/lstmga Slicast en 2026-10-31T02:00:00.000Z Four leading intelligent-computing projects, with a combined investment of 15.2 billion yuan (152亿元), are starting construction together in Horinger (和林格尔), Inner Mongolia. https://slicast.com/zh/article/lstmga Slicast zh-cn 2026-10-31T02:00:00.000Z 152亿元资金落户和林格尔，四个头部智算项目集中开工。 https://slicast.com/ko/article/lstmga Slicast ko 2026-10-31T02:00:00.000Z 4개의 주요 지능형 컴퓨팅 프로젝트가 총 152억 위안(15.2 billion yuan)의 투자 규모로 내몽골 허린거얼(Horinger)에서 동시에 착공에 들어간다. https://slicast.com/article/mn7uqb Slicast en 2026-10-31T01:42:34.000Z Big Tech's US$700 billion AI spending is facing an investor reckoning as shareholders question the returns. https://slicast.com/zh/article/mn7uqb Slicast zh-cn 2026-10-31T01:42:34.000Z 大型科技公司的7000亿美元人工智能支出正面临投资者的集体审视。 https://slicast.com/ko/article/mn7uqb Slicast ko 2026-10-31T01:42:34.000Z 빅테크의 7,000억 달러 규모 AI 투자가 수익성에 대한 의문이 커지면서 투자자들의 재검토 국면을 맞고 있다. https://slicast.com/article/1scrzy0 Slicast en 2026-10-31T01:24:28.000Z Nvidia is weighing a debt guarantee, acting as cosigner, for Nscale's AI data center in West Virginia. https://slicast.com/zh/article/1scrzy0 Slicast zh-cn 2026-10-31T01:24:28.000Z 英伟达正考虑为Nscale位于西弗吉尼亚州的人工智能数据中心提供债务担保，并充当共同签署人。 https://slicast.com/ko/article/1scrzy0 Slicast ko 2026-10-31T01:24:28.000Z Nvidia는 Nscale의 웨스트버지니아 AI 데이터센터에 대해 연대보증인(cosigner) 역할을 하는 채무 보증을 검토하고 있다. https://slicast.com/article/197lopo Slicast en 2026-10-31T01:19:50.000Z Alliant Energy says it sees another 1 GW of data center demand. https://slicast.com/zh/article/197lopo Slicast zh-cn 2026-10-31T01:19:50.000Z Alliant Energy表示又发现1吉瓦的数据中心需求。 https://slicast.com/ko/article/197lopo Slicast ko 2026-10-31T01:19:50.000Z Alliant Energy, 데이터센터 수요 1GW 추가 확인 https://slicast.com/article/iojhf8 Slicast en 2026-10-31T01:18:43.000Z KLA's earnings call points to a strong AI-driven upswing in its business. https://slicast.com/zh/article/iojhf8 Slicast zh-cn 2026-10-31T01:18:43.000Z KLA的财报电话会议显示，人工智能驱动的业务回升势头强劲。 https://slicast.com/ko/article/iojhf8 Slicast ko 2026-10-31T01:18:43.000Z KLA의 실적 발표는 AI 주도의 강력한 사업 상승세를 시사한다. https://slicast.com/article/1jdhzg5 Slicast en 2026-10-31T00:57:13.000Z NextBigFuture estimates that up to 3 million GPUs could sit idle because chips are arriving before the power and data centers to run them, a problem worth roughly US$500 billion. https://slicast.com/zh/article/1jdhzg5 Slicast zh-cn 2026-10-31T00:57:13.000Z 据NextBigFuture估算，多达300万块图形处理器可能因芯片早于电力和数据中心就位而闲置，相关规模约5000亿美元。 https://slicast.com/ko/article/1jdhzg5 Slicast ko 2026-10-31T00:57:13.000Z NextBigFuture는 칩이 이를 가동할 전력 및 데이터센터보다 먼저 도입되면서 최대 300만 개의 GPU가 유휴 상태로 방치될 수 있다고 추정하며, 이 문제의 규모는 약 5,000억 달러에 달한다고 밝혔다. https://slicast.com/article/g2h2uy Slicast en 2026-10-31T00:05:00.000Z A report says a Chinese spy linked to Nvidia CEO Jensen Huang has alarmed the White House. https://slicast.com/zh/article/g2h2uy Slicast zh-cn 2026-10-31T00:05:00.000Z 一则报道称，与英伟达首席执行官黄仁勋有关联的中国间谍已引起白宫警觉。 https://slicast.com/ko/article/g2h2uy Slicast ko 2026-10-31T00:05:00.000Z 미국 백악관이 엔비디아 젠슨 황 CEO와 연관된 중국 스파이 의혹으로 우려를 표하고 있다는 보도가 나왔다. https://slicast.com/article/10jamyy Slicast en 2026-10-30T23:52:13.000Z The KC Council is weighing a US$20 million tax break for a data-center company. https://slicast.com/zh/article/10jamyy Slicast zh-cn 2026-10-30T23:52:13.000Z 堪萨斯城议会正在考虑向一家数据中心公司提供2000万美元税收减免。 https://slicast.com/ko/article/10jamyy Slicast ko 2026-10-30T23:52:13.000Z KC Council는 한 데이터센터 기업에 대해 2,000만 달러 규모의 세금 감면 방안을 검토 중이다.