https://slicast.com/article/9l2lwu Slicast en 2026-10-08T21:11:00.000Z Q3 2026 sets record for billion-dollar-plus funding rounds; Anthropic reportedly targets October US IPO https://slicast.com/zh/article/9l2lwu Slicast zh-cn 2026-10-08T21:11:00.000Z Q3 2026十亿美元以上融资轮次创历史纪录;Anthropic据报目标10月完成美股IPO https://slicast.com/ko/article/9l2lwu Slicast ko 2026-10-08T21:11:00.000Z Q3 2026 10억 달러 이상 펀딩 라운드 기록 경신; Anthropic, October US IPO 추진 보도 https://slicast.com/article/qv4rr8 Slicast en 2026-10-08T21:10:00.000Z Gartner: 2026 AI-optimized IaaS spending +96% YoY; inference investment surpasses training for the first time https://slicast.com/zh/article/qv4rr8 Slicast zh-cn 2026-10-08T21:10:00.000Z Gartner:2026年AI优化IaaS支出同比+96%;推理侧投资首次超越训练侧 https://slicast.com/ko/article/qv4rr8 Slicast ko 2026-10-08T21:10:00.000Z Gartner: 2026년 AI-optimized IaaS 지출 +96% YoY; 추론 투자가 처음으로 학습을 능가 https://slicast.com/article/vygrub Slicast en 2026-10-08T21:09:00.000Z House passes dual AI export control bills as Senate stalls; BIS eases chip exports to UAE https://slicast.com/zh/article/vygrub Slicast zh-cn 2026-10-08T21:09:00.000Z 众议院通过AI出口管制双法案,参议院受阻;BIS已对阿联酋放宽芯片出口 https://slicast.com/ko/article/vygrub Slicast ko 2026-10-08T21:09:00.000Z 상원 지지부진 속 하원, 이중 AI 수출 통제 법안 통과; BIS, UAE로의 칩 수출 완화 https://slicast.com/article/1rmp2le Slicast en 2026-10-08T21:08:00.000Z OpenAI reportedly signs 20-year Ohio lease; NVIDIA backs $105 billion financing with capacity reaching 8GW https://slicast.com/zh/article/1rmp2le Slicast zh-cn 2026-10-08T21:08:00.000Z OpenAI据报签署俄亥俄州20年租约,NVIDIA $1,050亿融资背书,终极规模或达8GW https://slicast.com/ko/article/1rmp2le Slicast ko 2026-10-08T21:08:00.000Z OpenAI, 20년 오하이오 임차 계약 체결로 보도; NVIDIA, 8GW 수용력 $105 billion 자금 조달 지원 https://slicast.com/article/c74fhq Slicast en 2026-10-08T21:07:00.000Z Five hyperscale operators' 2026 AI capex exceeds $730 billion; White House power pledge signed https://slicast.com/zh/article/c74fhq Slicast zh-cn 2026-10-08T21:07:00.000Z 五大超大规模厂商2026年AI资本开支合计超$7,300亿;White House"电力承诺"签署落地 https://slicast.com/ko/article/c74fhq Slicast ko 2026-10-08T21:07:00.000Z 5개 하이퍼스케일 오퍼레이터의 2026 AI 캡엑스 7,300억 달러 초과; 백악관 전력 공약 서명 https://slicast.com/article/if355f Slicast en 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW facility fully commercialized, baseline contract value $19.6 billion; Needham maintains buy at $138 https://slicast.com/zh/article/if355f Slicast zh-cn 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW园区全面商业化,基础合同价值$196亿;Needham维持买入$138 https://slicast.com/ko/article/if355f Slicast ko 2026-10-08T21:06:00.000Z Hut 8 Beacon Point 1GW 시설 완전 상용화, 기본 계약 가액 $19.6 billion; Needham 매수 의견 유지, 목표가 $138 https://slicast.com/article/fw9ck5 Slicast en 2026-10-08T21:05:00.000Z UK neocloud Nscale IPO scheduled for October 15 listing on NYSE, valuation approximately $35 billion, contract backlog $103 billion https://slicast.com/zh/article/fw9ck5 Slicast zh-cn 2026-10-08T21:05:00.000Z 英国neocloud Nscale IPO定于10月15日挂牌NYSE,估值约$350亿,合同积压$1,030亿 https://slicast.com/ko/article/fw9ck5 Slicast ko 2026-10-08T21:05:00.000Z 영국 네오클라우드 Nscale IPO는 10월 15일 NYSE 상장 예정, 평가액 약 $35 billion, 계약 백로그 $103 billion입니다. https://slicast.com/article/z1aaun Slicast en 2026-10-08T21:04:00.000Z Penguin Solutions Q4 earnings substantially beat expectations, revenue $567M (+68%), stock gained 16.8% this week https://slicast.com/zh/article/z1aaun Slicast zh-cn 2026-10-08T21:04:00.000Z Penguin Solutions Q4财报大超预期,营收$5.67亿(+68%),股价本周累涨16.8% https://slicast.com/ko/article/z1aaun Slicast ko 2026-10-08T21:04:00.000Z Penguin Solutions Q4 실적이 기대치를 크게 상회했고, 매출 $567M (+68%), 주가는 이번 주 16.8% 올랐다 https://slicast.com/article/vksbqo Slicast en 2026-10-08T21:03:00.000Z SK Hynix 16-layer HBM4 officially in mass production for NVIDIA Rubin; Micron samples shipped. https://slicast.com/zh/article/vksbqo Slicast zh-cn 2026-10-08T21:03:00.000Z SK Hynix 16层HBM4正式量产出货NVIDIA Rubin,Micron已发样品 https://slicast.com/ko/article/vksbqo Slicast ko 2026-10-08T21:03:00.000Z SK Hynix 16층 HBM4 NVIDIA Rubin용 공식 양산 진입; Micron 샘플 배송. https://slicast.com/article/1kysaam Slicast en 2026-10-08T21:02:00.000Z Price increase narrative meets financing logic: Nebius H100 up 21%, CoreWeave deficit ~$40M/MW, but Rothschild says actual losses after cost deduction https://slicast.com/zh/article/1kysaam Slicast zh-cn 2026-10-08T21:02:00.000Z 涨价叙事遭遇信贷逻辑:Nebius H100提价21%、CoreWeave短约$40M/MW,但Rothschild称扣成本后实际亏损 https://slicast.com/ko/article/1kysaam Slicast ko 2026-10-08T21:02:00.000Z 가격 인상 내러티브가 자금 조달 논리와 만남: Nebius H100 21% 상승, CoreWeave 적자 ~$40M/MW, 하지만 Rothschild는 비용 공제 후 실제 손실 지적 https://slicast.com/article/1d632bx Slicast en 2026-10-08T21:01:00.000Z Rothschild Redburn Downgrades CoreWeave and Nebius; Three Neocloud Stocks Fall Three Days Running https://slicast.com/zh/article/1d632bx Slicast zh-cn 2026-10-08T21:01:00.000Z Rothschild Redburn双杀CoreWeave与Nebius,三大neocloud股三日连跌 https://slicast.com/ko/article/1d632bx Slicast ko 2026-10-08T21:01:00.000Z Rothschild Redburn, CoreWeave와 Nebius 강등; Three Neocloud 종목 3일 연속 하락 https://slicast.com/commentary/broadcom-2026-10-08 Slicast en 2026-10-08T20:42:17.466Z Why Broadcom Is Lending Billions to Its Own AI Chip Customers, October 2026 https://slicast.com/zh/commentary/broadcom-2026-10-08 Slicast zh-cn 2026-10-08T20:42:17.466Z 博通为何向自身AI芯片客户提供数百亿美元融资——2026年10月 https://slicast.com/commentary/coherent-2026-10-08 Slicast en 2026-10-08T20:34:07.507Z Coherent Corp. Stock Drop, October 2026: A $1.1B Capex Surge Meets an Unexplained Selloff https://slicast.com/zh/commentary/coherent-2026-10-08 Slicast zh-cn 2026-10-08T20:34:07.507Z Coherent Corp. 2026年10月股价异动：资本支出激增150%至11亿美元，单日跌幅9.6%无公开解释 https://slicast.com/commentary/astera-labs-2026-10-08 Slicast en 2026-10-08T20:25:33.547Z Astera Labs (ALAB), October 2026: -9.2% Drop After Record AI Connectivity Revenue Rally https://slicast.com/zh/commentary/astera-labs-2026-10-08 Slicast zh-cn 2026-10-08T20:25:33.547Z Astera Labs（ALAB）2026年10月：创纪录AI互联芯片营收涨势后单日跌9.2%，原因不明 https://slicast.com/brief/2026-10-09 Slicast en 2026-10-08T20:16:50.018Z Latest AI Infrastructure News: October 9, 2026 https://slicast.com/zh/brief/2026-10-09 Slicast zh-cn 2026-10-08T20:16:50.018Z AI 基础设施新闻早报 · 2026年10月9日 https://slicast.com/ko/brief/2026-10-09 Slicast ko 2026-10-08T20:16:50.018Z 최신 AI 인프라 뉴스 · 2026년 10월 9일 https://slicast.com/article/1s3j1uq Slicast en 2026-10-08T19:36:09.000Z Applied Digital reports Q3 results driven by AI datacenter growth and strategic campus expansion. https://slicast.com/zh/article/1s3j1uq Slicast zh-cn 2026-10-08T19:36:09.000Z Applied Digital报告Q3财报，AI数据中心增长和战略园区扩展推动本季业绩。 https://slicast.com/ko/article/1s3j1uq Slicast ko 2026-10-08T19:36:09.000Z Applied Digital이 AI 데이터센터 성장과 전략적 캠퍼스 확장으로 견인된 Q3 실적을 발표했다. https://slicast.com/article/hir3w3 Slicast en 2026-10-08T19:17:49.000Z Upscale launches Token Fabric, an open networking architecture for unified scale-up and scale-out AI computing in data centers. https://slicast.com/zh/article/hir3w3 Slicast zh-cn 2026-10-08T19:17:49.000Z Upscale推出Token Fabric，这是一个用于统一纵向和横向扩展AI计算的开放式网络架构。 https://slicast.com/ko/article/hir3w3 Slicast ko 2026-10-08T19:17:49.000Z Upscale이 데이터 센터에서 통합 스케일업 및 스케일아웃 AI 컴퓨팅을 위한 개방형 네트워킹 아키텍처인 Token Fabric을 출시했습니다. https://slicast.com/article/189uev7 Slicast en 2026-10-08T19:07:39.000Z GlobalFoundries will provide silicon interposers for TSMC's CoWoS advanced packaging ecosystem. https://slicast.com/zh/article/189uev7 Slicast zh-cn 2026-10-08T19:07:39.000Z GlobalFoundries将为台积电CoWoS先进封装生态系统提供硅中介层。 https://slicast.com/ko/article/189uev7 Slicast ko 2026-10-08T19:07:39.000Z GlobalFoundries가 TSMC의 CoWoS 고급 패키징 에코시스템용 실리콘 인터포저를 공급할 예정이다. https://slicast.com/article/1yafem5 Slicast en 2026-10-08T19:01:03.000Z Samsung reports record profit driven by surge in AI infrastructure spending on memory chips. https://slicast.com/zh/article/1yafem5 Slicast zh-cn 2026-10-08T19:01:03.000Z Samsung因AI基础设施支出激增推升内存芯片销售，报告创纪录利润。 https://slicast.com/ko/article/1yafem5 Slicast ko 2026-10-08T19:01:03.000Z 삼성이 AI 인프라 메모리 칩 지출 급증에 힘입어 사상 최고 이익을 기록했다. https://slicast.com/article/1ov38nz Slicast en 2026-10-08T18:57:55.000Z Data centers' ability to modulate power consumption in real time could provide grid stabilization services worth billions in avoided infrastructure investment. https://slicast.com/zh/article/1ov38nz Slicast zh-cn 2026-10-08T18:57:55.000Z 数据中心实时调节功耗的能力可以为电网稳定提供价值数十亿美元的服务，避免基础设施投资。 https://slicast.com/ko/article/1ov38nz Slicast ko 2026-10-08T18:57:55.000Z 데이터 센터의 실시간 전력 소비 조절 능력은 수십억 달러 규모의 인프라 투자를 절감할 수 있는 전력망 안정화 서비스를 제공할 수 있다. https://slicast.com/article/1qtru3s Slicast en 2026-10-08T18:32:48.000Z GE Vernova explores siting small modular reactors in Massachusetts to power data centers, potentially becoming the first state to permit SMR for commercial AI infrastructure. https://slicast.com/zh/article/1qtru3s Slicast zh-cn 2026-10-08T18:32:48.000Z GE Vernova探索在马萨诸塞州部署小型模块化反应堆为数据中心供电，可能成为首个批准用于商业AI基础设施的州。 https://slicast.com/ko/article/1qtru3s Slicast ko 2026-10-08T18:32:48.000Z GE Vernova는 데이터 센터 전력 공급을 위해 Massachusetts에서 소형 모듈식 원자로 부지를 모색 중이며, 상업용 AI 인프라 용도의 SMR 허가를 내주는 첫 번째 주가 될 가능성이 있습니다. https://slicast.com/article/1ntfxmy Slicast en 2026-10-08T18:26:45.000Z American Power Group identifies dual-fuel (gas and alternative) power supply opportunities to serve AI data centers and grid bridging applications. https://slicast.com/zh/article/1ntfxmy Slicast zh-cn 2026-10-08T18:26:45.000Z American Power Group在AI数据中心领域发现了显著的双燃料供电机会。 https://slicast.com/ko/article/1ntfxmy Slicast ko 2026-10-08T18:26:45.000Z American Power Group는 AI 데이터 센터와 계통 연계 애플리케이션을 지원하기 위한 이중 연료(가스 및 대체) 전력 공급 기회를 파악합니다. https://slicast.com/article/kr7u8w Slicast en 2026-10-08T18:23:28.000Z GlobalFoundries secures a five-year, $2 billion contract to manufacture silicon interposers for TSMC's CoWoS advanced packaging in the United States. https://slicast.com/zh/article/kr7u8w Slicast zh-cn 2026-10-08T18:23:28.000Z GlobalFoundries获得五年期、价值20亿美元的合同，在美国为台积电CoWoS先进封装生产硅中介层。 https://slicast.com/ko/article/kr7u8w Slicast ko 2026-10-08T18:23:28.000Z GlobalFoundries가 미국에서 TSMC의 CoWoS 어드밴스드 패키징용 실리콘 인터포저 제조 5년 $2 billion 계약을 확보했다. https://slicast.com/article/17xmmkt Slicast en 2026-10-08T18:14:54.000Z Nvidia, Oracle, and AI compute peer CoreWeave shares fall after OpenAI reports lower-than-expected revenue, signaling slower hyperscaler spending growth. https://slicast.com/zh/article/17xmmkt Slicast zh-cn 2026-10-08T18:14:54.000Z Nvidia、Oracle和AI计算同行CoreWeave的股价在OpenAI报告低于预期的收入后下跌。 https://slicast.com/ko/article/17xmmkt Slicast ko 2026-10-08T18:14:54.000Z Nvidia, Oracle, AI 컴퓨팅 동료 CoreWeave 주가가 OpenAI의 예상 이하 매출 보고 이후 하락했으며, 이는 하이퍼스케일러 지출 성장의 둔화를 시사한다. https://slicast.com/article/1q9ms2x Slicast en 2026-10-08T18:13:00.000Z Synopsys explores partnerships with Chinese AI research labs to accelerate chip design workflows despite US export controls on advanced EDA tools. https://slicast.com/zh/article/1q9ms2x Slicast zh-cn 2026-10-08T18:13:00.000Z Synopsys寻求与中国AI研究实验室合作加速芯片设计，以应对美国对先进EDA工具的出口管制。 https://slicast.com/ko/article/1q9ms2x Slicast ko 2026-10-08T18:13:00.000Z Synopsys는 미국의 첨단 EDA 도구 수출 통제에도 불구하고 칩 설계 워크플로우 가속화를 위해 중국 AI 연구소들과의 파트너십을 모색하고 있습니다. https://slicast.com/article/mtybcn Slicast en 2026-10-08T18:05:00.000Z Broadcom arranges over $50 billion in financing for OpenAI to fund AI chip purchases and custom silicon development. https://slicast.com/zh/article/mtybcn Slicast zh-cn 2026-10-08T18:05:00.000Z Broadcom安排超过500亿美元的融资用于OpenAI的AI芯片采购和定制硅开发。 https://slicast.com/ko/article/mtybcn Slicast ko 2026-10-08T18:05:00.000Z Broadcom이 OpenAI의 AI 칩 구매 및 맞춤형 실리콘 개발을 위해 500억 달러 이상의 자금 조달을 주선했다. https://slicast.com/article/tz26h8 Slicast en 2026-10-08T18:05:00.000Z Sesterce, a French firm, commits €10 billion to build an AI data center campus in Finland. https://slicast.com/zh/article/tz26h8 Slicast zh-cn 2026-10-08T18:05:00.000Z 法国公司Sesterce承诺投入100亿欧元在芬兰建设AI数据中心园区。 https://slicast.com/ko/article/tz26h8 Slicast ko 2026-10-08T18:05:00.000Z 프랑스 기업 Sesterce는 핀란드에 AI 데이터센터 캠퍼스를 건설하기 위해 €10 billion을 투자하기로 약정했다. https://slicast.com/article/11hhsk7 Slicast en 2026-10-08T17:55:45.000Z Broadcom, Oracle, and SpaceX secure Wall Street financing to fund a coordinated chip-purchasing spree across AI accelerators and networking silicon. https://slicast.com/zh/article/11hhsk7 Slicast zh-cn 2026-10-08T17:55:45.000Z Broadcom、Oracle和SpaceX从华尔街融资数十亿美元用于AI芯片大规模采购。 https://slicast.com/ko/article/11hhsk7 Slicast ko 2026-10-08T17:55:45.000Z Broadcom, Oracle, SpaceX는 Wall Street 자금을 확보하여 AI 가속기와 네트워킹 실리콘 전반에 걸친 조율된 칩 구매 붐을 추진한다. https://slicast.com/article/tb45si Slicast en 2026-10-08T17:40:58.000Z OpenAI's reported annualized revenue is $20 billion lower than earlier investor estimates, revealing weaker-than-expected monetization of compute capacity. https://slicast.com/zh/article/tb45si Slicast zh-cn 2026-10-08T17:40:58.000Z OpenAI报告的年化收入比早期投资者估计低200亿美元，反映计算容量变现弱于预期。 https://slicast.com/ko/article/tb45si Slicast ko 2026-10-08T17:40:58.000Z OpenAI의 보고된 연간 수익이 초기 투자자 추정치보다 $20 billion 낮으며, 컴퓨팅 용량의 수익화가 예상보다 약했음을 드러낸다. https://slicast.com/article/1ahim4g Slicast en 2026-10-08T17:39:21.000Z Nvidia-backed Firmus Grid postpones its Australian IPO, signaling softened IPO market for AI infrastructure ventures amid revenue uncertainty. https://slicast.com/zh/article/1ahim4g Slicast zh-cn 2026-10-08T17:39:21.000Z Nvidia支持的数据中心公司Firmus Grid推迟了澳大利亚IPO，表明在收入不确定性下AI基础设施企业IPO市场的软化。 https://slicast.com/ko/article/1ahim4g Slicast ko 2026-10-08T17:39:21.000Z 엔비디아 지원 Firmus Grid, Australian IPO 연기 - 수익 불확실성 속 AI 인프라 벤처 시장 약화 신호 https://slicast.com/article/vd4n9f Slicast en 2026-10-08T17:33:01.000Z Google's €13 billion data center expansion in Finland is blocked by environmental permitting requirements, despite having secured grid access in the north. https://slicast.com/zh/article/vd4n9f Slicast zh-cn 2026-10-08T17:33:01.000Z Google在芬兰的€13亿数据中心扩建因环保审批受阻,尽管已获电网接入资格。 https://slicast.com/ko/article/vd4n9f Slicast ko 2026-10-08T17:33:01.000Z Google의 €13 billion 핀란드 데이터센터 확장이 환경 허가 요건으로 차단되었으나, 북부 지역 전력망 접근은 이미 확보했다. https://slicast.com/article/1c2s1io Slicast en 2026-10-08T17:24:19.000Z European AI infrastructure company Sesterce announced a €10 billion new data center campus in Finland, built on a former paper mill site. https://slicast.com/zh/article/1c2s1io Slicast zh-cn 2026-10-08T17:24:19.000Z 欧洲AI数据中心公司Sesterce宣布在芬兰建设€10亿新型数据中心园区,地址为废弃造纸厂旧址。 https://slicast.com/ko/article/1c2s1io Slicast ko 2026-10-08T17:24:19.000Z 유럽 AI 인프라 회사 Sesterce가 핀란드의 옛 제지 공장 부지에 €10억 규모의 새로운 데이터센터 캠퍼스 건설을 발표했다. https://slicast.com/article/lvdvb8 Slicast en 2026-10-08T17:22:32.000Z TSMC and GlobalFoundries finalized a $2 billion deal for GlobalFoundries to expand advanced silicon interposer production capacity in the United States for AI chip packaging. https://slicast.com/zh/article/lvdvb8 Slicast zh-cn 2026-10-08T17:22:32.000Z 台积电与GlobalFoundries达成$20亿协议,由后者扩产美国硅插片(interposer)产能,用于AI芯片先进封装。 https://slicast.com/ko/article/lvdvb8 Slicast ko 2026-10-08T17:22:32.000Z TSMC와 GlobalFoundries가 미국에서 AI 칩 패키징을 위한 고급 실리콘 인터포저 생산 능력 확대를 위해 $20억 규모의 거래를 최종 확정했다. https://slicast.com/article/g1sck9 Slicast en 2026-10-08T16:54:48.000Z The credential-stealing malware 'Shai-Hulud' compromised AI infrastructure platform Tensorlake via an npm package, detected within minutes of release; actual impact remains unknown. https://slicast.com/zh/article/g1sck9 Slicast zh-cn 2026-10-08T16:54:48.000Z 凭证盗取恶意软件'Shai-Hulud'通过npm包入侵AI基础设施平台Tensorlake,发布数分钟内被检测,但实际影响仍不明确。 https://slicast.com/ko/article/g1sck9 Slicast ko 2026-10-08T16:54:48.000Z 자격증명 탈취 악성코드 'Shai-Hulud'가 npm 패키지를 통해 AI 인프라 플랫폼 Tensorlake를 침해했으며, 출시 후 수 분 이내에 탐지되었습니다. 실제 영향은 여전히 미상입니다. https://slicast.com/article/1dem3vk Slicast en 2026-10-08T16:42:34.000Z Financial Times reports OpenAI's annualized revenue is $20 billion lower than previously disclosed to investors, falling to approximately $50 billion instead of the claimed $70 billion. https://slicast.com/zh/article/1dem3vk Slicast zh-cn 2026-10-08T16:42:34.000Z 金融时报报道OpenAI年化营收较之前向投资者披露的数字低$20亿,实际约$50亿而非声称的$70亿。 https://slicast.com/ko/article/1dem3vk Slicast ko 2026-10-08T16:42:34.000Z Financial Times 보도에 따르면 OpenAI의 연간 수익이 투자자들에게 이전에 공시된 것보다 200억 달러 낮은 약 500억 달러로 집계됐으며, 회사가 주장한 700억 달러보다 낮다. https://slicast.com/article/sx58yo Slicast en 2026-10-08T16:33:23.000Z South Korean telecom subsidiary KT Cloud announced a 50 MW data center project in Incheon, with KT Cloud serving as the design, build, and operate partner. https://slicast.com/zh/article/sx58yo Slicast zh-cn 2026-10-08T16:33:23.000Z 韩国电信子公司KT Cloud在仁川规划50MW数据中心项目,KT Cloud负责设计、建设和运营。 https://slicast.com/ko/article/sx58yo Slicast ko 2026-10-08T16:33:23.000Z 한국 통신사 자회사 KT Cloud가 인천에서 50 MW 데이터센터 프로젝트를 발표했으며, 설계, 구축 및 운영 파트너로 역할한다. https://slicast.com/article/1co9rlo Slicast en 2026-10-08T16:32:05.000Z Mott MacDonald engineering commentary highlights critical grid connection delays impacting UK small modular reactor (SMR) energy projects—a constraint on UK data center nuclear power deployment. https://slicast.com/zh/article/1co9rlo Slicast zh-cn 2026-10-08T16:32:05.000Z 工程咨询公司Mott MacDonald指出,英国电网接入延迟正制约小模块反应堆(SMR)能源项目进展。 https://slicast.com/ko/article/1co9rlo Slicast ko 2026-10-08T16:32:05.000Z Mott MacDonald 엔지니어링 논평은 영국 소형 모듈식 원자로(SMR) 에너지 프로젝트에 영향을 미치는 심각한 전력망 연결 지연을 부각합니다—영국 데이터 센터 원자력 전력 배포에 대한 제약입니다. https://slicast.com/article/td9dwh Slicast en 2026-10-08T16:30:46.000Z GPU cloud provider Boost Run secured a $525.6 million contract to supply dedicated GPU computing infrastructure to LLM/AI company Cohere. https://slicast.com/zh/article/td9dwh Slicast zh-cn 2026-10-08T16:30:46.000Z GPU云计算提供商Boost Run与LLM公司Cohere签署$5.256亿合同,供应专用GPU算力基础设施。 https://slicast.com/ko/article/td9dwh Slicast ko 2026-10-08T16:30:46.000Z GPU 클라우드 공급업체 Boost Run이 LLM/AI 회사 Cohere에 전용 GPU 컴퓨팅 인프라 공급 계약 $525.6 million을 확보했다. https://slicast.com/article/1prco3m Slicast en 2026-10-08T16:24:54.000Z The U.S. Department of Defense awarded semiconductor company Wolfspeed a conditional $1.5 billion, 30-year loan commitment to expand gallium nitride (GaN) epitaxy and radiation-hardened silicon carbid https://slicast.com/zh/article/1prco3m Slicast zh-cn 2026-10-08T16:24:54.000Z 美国国防部向芯片厂商Wolfspeed承诺$15亿、30年期有条件贷款,用于扩产氮化镓(GaN)外延及抗辐射碳化硅(SiC)芯片产能。 https://slicast.com/ko/article/1prco3m Slicast ko 2026-10-08T16:24:54.000Z 미국 국방부는 반도체 회사 Wolfspeed에 gallium nitride (GaN) epitaxy 및 radiation-hardened silicon carbide (SiC) 제조 용량 확대를 위한 조건부 $1.5 billion 30년 대출 약정을 수여했다. https://slicast.com/article/d2046y Slicast en 2026-10-08T16:03:22.000Z Data center infrastructure company Applied Digital reported solid Q1 earnings but faced analyst downgrades, with multiple price target cuts despite positive operational results. https://slicast.com/zh/article/d2046y Slicast zh-cn 2026-10-08T16:03:22.000Z 数据中心基础设施公司Applied Digital公布第一季度业绩良好,但遭多家分析师下调目标价。 https://slicast.com/ko/article/d2046y Slicast ko 2026-10-08T16:03:22.000Z 데이터센터 인프라 회사 Applied Digital이 1분기에 견고한 실적을 기록했지만, 긍정적인 영업 성과에도 불구하고 애널리스트들의 등급 하향과 목표주가 인하에 직면했다. https://slicast.com/article/2oplh9 Slicast en 2026-10-08T16:02:45.000Z The Bank for International Settlements (BIS) released analysis indicating that AI data center infrastructure's climate impact is obscuring central bank rate signals and monetary policy transmission. https://slicast.com/zh/article/2oplh9 Slicast zh-cn 2026-10-08T16:02:45.000Z 国际清算银行(BIS)分析表明,AI数据中心基础设施的气候影响正干扰央行政策信号和货币政策传导。 https://slicast.com/ko/article/2oplh9 Slicast ko 2026-10-08T16:02:45.000Z BIS가 AI 데이터 센터 인프라의 기후 영향이 중앙은행의 금리 신호와 통화정책 전달을 가리고 있다는 분석을 발표했다. https://slicast.com/article/cv8haf Slicast en 2026-10-08T16:00:59.000Z Co-packaged optics technology could become critical for data center network scalability as bandwidth demands surge. https://slicast.com/zh/article/cv8haf Slicast zh-cn 2026-10-08T16:00:59.000Z 共封装光学(CPO)技术随着带宽需求激增,可能成为数据中心网络可扩展性的关键。 https://slicast.com/ko/article/cv8haf Slicast ko 2026-10-08T16:00:59.000Z 대역폭 수요 급증에 따라 코패키지 광학 기술이 데이터센터 네트워크 확장성의 핵심이 될 수 있습니다. https://slicast.com/article/hdhbfp Slicast en 2026-10-08T16:00:00.000Z Broadcom presents AI networking innovations at the 2026 OCP Global Summit, demonstrating industry leadership in custom silicon solutions. https://slicast.com/zh/article/hdhbfp Slicast zh-cn 2026-10-08T16:00:00.000Z Broadcom在2026年开放计算项目全球峰会上展示AI网络创新,展现在定制硅方案中的行业领导力。 https://slicast.com/ko/article/hdhbfp Slicast ko 2026-10-08T16:00:00.000Z Broadcom이 2026 OCP Global Summit에서 AI 네트워킹 혁신을 선보이며 커스텀 실리콘 솔루션 분야의 업계 리더십을 입증했다. https://slicast.com/article/1ofkt9m Slicast en 2026-10-08T15:55:25.000Z Goodman data center in Frankfurt, Germany, will recover 50 MW of waste heat to supply district heating for buildings and a swimming pool. https://slicast.com/zh/article/1ofkt9m Slicast zh-cn 2026-10-08T15:55:25.000Z 位于德国法兰克福的Goodman数据中心将回收50 MW余热为建筑物和游泳池供热。 https://slicast.com/ko/article/1ofkt9m Slicast ko 2026-10-08T15:55:25.000Z Goodman 데이터센터(Frankfurt, Germany)는 50 MW의 폐열을 회수하여 건물과 수영장에 지역난방을 공급할 것이다. https://slicast.com/article/1bf3916 Slicast en 2026-10-08T15:52:45.000Z Finnish authorities order Google to halt construction on two AI data centers, citing inadequate environmental assessment after site changes. https://slicast.com/zh/article/1bf3916 Slicast zh-cn 2026-10-08T15:52:45.000Z 芬兰当局下令Google停止两个AI数据中心的建设,理由是场地变更后环评不足。 https://slicast.com/ko/article/1bf3916 Slicast ko 2026-10-08T15:52:45.000Z 핀란드 당국이 부지 변경 후 불충분한 환경 평가를 이유로 Google의 두 개 AI 데이터센터 건설 중단을 명령했다. https://slicast.com/article/13j6mtl Slicast en 2026-10-08T15:42:00.000Z Denver establishes a data center advisory group as the city extends its moratorium on new data center permits. https://slicast.com/zh/article/13j6mtl Slicast zh-cn 2026-10-08T15:42:00.000Z 丹佛成立数据中心咨询委员会,同时延长对新建数据中心许可的禁令。 https://slicast.com/ko/article/13j6mtl Slicast ko 2026-10-08T15:42:00.000Z 덴버가 새로운 데이터 센터 허가 유예를 연장하면서 데이터 센터 자문 위원회를 설립한다. https://slicast.com/article/buk61t Slicast en 2026-10-08T15:42:00.000Z Jabil forecasts strong FY27 AI-driven revenue surge, positioning its manufacturing and supply-chain services as critical to AI infrastructure scaling. https://slicast.com/zh/article/buk61t Slicast zh-cn 2026-10-08T15:42:00.000Z Jabil预测FY27财年AI驱动收入强劲增长,将其制造和供应链服务定位为AI基础设施扩展的关键。 https://slicast.com/ko/article/buk61t Slicast ko 2026-10-08T15:42:00.000Z Jabil은 FY27 AI 중심 매출 급증을 예상하며 제조 및 공급망 서비스를 AI 인프라 확장의 필수 요소로 자리매김합니다. https://slicast.com/article/27498y Slicast en 2026-10-08T15:22:15.000Z Grid interconnection queue backlog will not resolve data center timeline delays even if permitting accelerates; downstream transmission work is the binding constraint. https://slicast.com/zh/article/27498y Slicast zh-cn 2026-10-08T15:22:15.000Z 即使许可加速,电网互联队列积压也无法解决数据中心时间延误;下游输电工程是制约因素。 https://slicast.com/ko/article/27498y Slicast ko 2026-10-08T15:22:15.000Z 계통 연결 대기열 적체는 허가가 가속화되더라도 데이터 센터 일정 지연을 해결하지 못할 것이며, 후단 송전 작업이 병목 제약이다. https://slicast.com/article/6u6j7l Slicast en 2026-10-08T15:19:44.000Z NVIDIA commits $1 billion over five years to advance US quantum computing, healthcare, and energy-security research capabilities. https://slicast.com/zh/article/6u6j7l Slicast zh-cn 2026-10-08T15:19:44.000Z NVIDIA在五年内投入10亿美元推进美国量子计算、医疗健康和能源安全研究能力。 https://slicast.com/ko/article/6u6j7l Slicast ko 2026-10-08T15:19:44.000Z NVIDIA가 US 양자 컴퓨팅, 헬스케어, 에너지-보안 연구 역량을 발전시키기 위해 5년에 걸쳐 $1 billion을 투자하겠다고 약속했다. https://slicast.com/article/1wzeu4n Slicast en 2026-10-08T15:10:11.000Z Firmus Grid, a NVIDIA-backed AI infrastructure software company, goes public; IPO signals investor caution despite AI capex growth. https://slicast.com/zh/article/1wzeu4n Slicast zh-cn 2026-10-08T15:10:11.000Z NVIDIA支持的AI基础设施软件公司Firmus Grid上市;IPO尽管AI资本支出增长,但市场信号谨慎。 https://slicast.com/ko/article/1wzeu4n Slicast ko 2026-10-08T15:10:11.000Z NVIDIA 지원 AI 인프라 소프트웨어 기업 Firmus Grid 상장; AI 자본지출 성장에도 투자자 신중 신호 https://slicast.com/article/1nmewxy Slicast en 2026-10-08T15:07:16.000Z GlobalFoundries signs a $2 billion, five-year deal with TSMC to produce advanced-packaging silicon interposers at its Malta, New York, fab. https://slicast.com/zh/article/1nmewxy Slicast zh-cn 2026-10-08T15:07:16.000Z GlobalFoundries与TSMC签署20亿美元、为期五年的协议,在其纽约Malta晶圆厂生产先进封装硅转接器。 https://slicast.com/ko/article/1nmewxy Slicast ko 2026-10-08T15:07:16.000Z GlobalFoundries가 TSMC와 Malta, New York 팹에서 고급 패키징 실리콘 인터포저를 생산하는 $2 billion 규모의 5년 계약을 체결했다. https://slicast.com/article/1d5mfmy Slicast en 2026-10-08T15:06:27.000Z Oracle, Broadcom, and SpaceX seek tens of billions in financing for AI compute purchases; Broadcom targets $50 billion, SpaceX $40 billion. https://slicast.com/zh/article/1d5mfmy Slicast zh-cn 2026-10-08T15:06:27.000Z Oracle、Broadcom和SpaceX寻求数百亿美元融资用于AI计算采购;Broadcom目标500亿美元,SpaceX 400亿美元。 https://slicast.com/ko/article/1d5mfmy Slicast ko 2026-10-08T15:06:27.000Z Oracle, Broadcom, SpaceX는 AI 컴퓨팅 구매를 위한 수십억 달러 자금 조달을 추진 중이며, Broadcom은 $50 billion, SpaceX는 $40 billion을 목표로 합니다. https://slicast.com/article/14k0e0l Slicast en 2026-10-08T15:04:28.000Z Caterpillar reports a $72 billion backlog driven in part by surging AI data-center power and cooling equipment demand. https://slicast.com/zh/article/14k0e0l Slicast zh-cn 2026-10-08T15:04:28.000Z Caterpillar报告720亿美元订单积压,部分源于AI数据中心电力和冷却设备需求激增。 https://slicast.com/ko/article/14k0e0l Slicast ko 2026-10-08T15:04:28.000Z Caterpillar, AI 데이터센터 전력·냉각 장비 수요 급증으로 $72 billion 미납주문 기록 https://slicast.com/article/1iti0dj Slicast en 2026-10-08T15:00:20.000Z Chinese AI chipmakers raise prices as high-bandwidth memory scarcity intensifies, driven by global GPU demand. https://slicast.com/zh/article/1iti0dj Slicast zh-cn 2026-10-08T15:00:20.000Z 中国AI芯片制造商因高带宽内存短缺而提价,受全球GPU需求驱动。 https://slicast.com/ko/article/1iti0dj Slicast ko 2026-10-08T15:00:20.000Z 글로벌 GPU 수요에 따른 고대역폭 메모리 부족 심화로 중국 AI 칩 제조업체들이 가격을 인상하고 있다. https://slicast.com/article/1on39kn Slicast en 2026-10-08T14:57:19.000Z SemiAnalysis raises concerns about IREN's Canadian data center portfolio; IREN stock drops 4%, Core Scientific down 2%. https://slicast.com/zh/article/1on39kn Slicast zh-cn 2026-10-08T14:57:19.000Z SemiAnalysis对IREN加拿大数据中心组合提出担忧;IREN股价跌4%,Core Scientific跌2%。 https://slicast.com/ko/article/1on39kn Slicast ko 2026-10-08T14:57:19.000Z SemiAnalysis가 IREN의 캐나다 데이터 센터 포트폴리오에 우려를 제기; IREN 주식 4% 하락, Core Scientific 2% 하락 https://slicast.com/article/fm1b4b Slicast en 2026-10-08T14:52:13.000Z Regional grid operators' power-system plans are missing near-term solutions for large-load data center demand; flexible transmission access is the focus. https://slicast.com/zh/article/fm1b4b Slicast zh-cn 2026-10-08T14:52:13.000Z 地区电网运营商的电力系统规划缺乏大负荷数据中心需求的近期解决方案;灵活传输接入成为重点。 https://slicast.com/ko/article/fm1b4b Slicast ko 2026-10-08T14:52:13.000Z 지역 전력 운영자들의 전력 시스템 계획은 대규모 데이터 센터 수요에 대한 단기 해결책이 부족하며, 유연한 전송 접근이 초점이다. https://slicast.com/article/1s9s4qr Slicast en 2026-10-08T14:51:19.000Z Teradyne launches new AI test equipment for semiconductor production as the company positions itself for AI accelerator growth. https://slicast.com/zh/article/1s9s4qr Slicast zh-cn 2026-10-08T14:51:19.000Z Teradyne推出新的AI测试设备用于半导体生产,定位自己以应对AI加速器增长。 https://slicast.com/ko/article/1s9s4qr Slicast ko 2026-10-08T14:51:19.000Z Teradyne이 AI 액셀러레이터 성장에 대비하면서 반도체 생산용 새로운 AI 테스트 장비를 출시했다. https://slicast.com/article/1ucyno4 Slicast en 2026-10-08T14:49:26.000Z GlobalFoundries and TSMC sign a multi-year $2 billion agreement to expand advanced packaging capacity for AI and high-performance computing applications. https://slicast.com/zh/article/1ucyno4 Slicast zh-cn 2026-10-08T14:49:26.000Z 格芯和台积电签署多年期20亿美元协议，扩展AI和高性能计算的先进封装产能。 https://slicast.com/ko/article/1ucyno4 Slicast ko 2026-10-08T14:49:26.000Z GlobalFoundries와 TSMC가 AI 및 고성능 컴퓨팅 응용을 위한 첨단 패키징 용량 확대를 목적으로 다년간 20억 달러 규모의 협정을 체결합니다. https://slicast.com/article/15frdzn Slicast en 2026-10-08T14:19:57.000Z CoreWeave commits 240 MW of GPU compute capacity to India, marking a major geographic expansion for the AI cloud provider in Asia. https://slicast.com/zh/article/15frdzn Slicast zh-cn 2026-10-08T14:19:57.000Z CoreWeave承诺向印度投入240 MW GPU计算产能，标志着该AI云供应商在亚洲的重大地理扩张。 https://slicast.com/ko/article/15frdzn Slicast ko 2026-10-08T14:19:57.000Z CoreWeave가 인도에 240 MW의 GPU 컴퓨팅 용량을 투입하며, 아시아에서 AI 클라우드 제공자로서 주요 지역 확장을 이뤘습니다. https://slicast.com/article/jwygr7 Slicast en 2026-10-08T14:15:46.000Z Google announces a €13 billion data center buildout in Finland, subject to investigation into 300-hectare forest removal and environmental impact concerns. https://slicast.com/zh/article/jwygr7 Slicast zh-cn 2026-10-08T14:15:46.000Z 谷歌宣布在芬兰投资130亿欧元建设数据中心，因300公顷林地移除及环境影响遭调查。 https://slicast.com/ko/article/jwygr7 Slicast ko 2026-10-08T14:15:46.000Z Google이 Finland에 €13 billion 규모 데이터센터 구축을 발표했으나 300헥타르 산림 제거 및 환경 영향 우려로 조사 대상이 되고 있다. https://slicast.com/article/zkozub Slicast en 2026-10-08T14:14:27.000Z AI data centers strain the US power grid as Texas debates implementing a moratorium on new data center power connections. https://slicast.com/zh/article/zkozub Slicast zh-cn 2026-10-08T14:14:27.000Z AI数据中心对美国电网造成压力，德州正辩论是否实施数据中心新建电力接入禁令。 https://slicast.com/ko/article/zkozub Slicast ko 2026-10-08T14:14:27.000Z AI 데이터 센터가 미국 전력망을 압박하는 가운데 Texas는 신규 데이터 센터 전력 연결 금지를 검토 중이다. https://slicast.com/article/x8fs6i Slicast en 2026-10-08T14:05:33.000Z National Compute Grid launches to aggregate idle AI compute capacity across multiple providers, addressing apparent GPU shortage amid underutilized hardware. https://slicast.com/zh/article/x8fs6i Slicast zh-cn 2026-10-08T14:05:33.000Z 国家计算网格推出，聚合多家供应商的闲置AI计算产能，破解表面短缺、实际硬件利用不足的矛盾。 https://slicast.com/ko/article/x8fs6i Slicast ko 2026-10-08T14:05:33.000Z National Compute Grid가 여러 제공자의 유휴 AI 컴퓨팅 용량을 통합하기 위해 출시되어, 활용도가 낮은 하드웨어 속에서의 명백한 GPU 부족에 대응합니다. https://slicast.com/article/1fudipi Slicast en 2026-10-08T14:04:37.000Z Four-hour energy storage systems now cost less than gas peaker plants across global markets, according to Wood Mackenzie analysis. https://slicast.com/zh/article/1fudipi Slicast zh-cn 2026-10-08T14:04:37.000Z 根据Wood Mackenzie分析，全球市场4小时储能系统成本已低于燃气调峰电厂。 https://slicast.com/ko/article/1fudipi Slicast ko 2026-10-08T14:04:37.000Z 우드 맥켄지 분석에 따르면 4시간 에너지 저장 시스템이 이제 글로벌 시장에서 가스 피크 발전소보다 저렴하다. https://slicast.com/article/pquqy4 Slicast en 2026-10-08T13:53:17.000Z SpaceX and Broadcom seek approximately $90 billion in AI-related debt financing. https://slicast.com/zh/article/pquqy4 Slicast zh-cn 2026-10-08T13:53:17.000Z SpaceX和Broadcom寻求约90亿美元AI相关债务融资。 https://slicast.com/ko/article/pquqy4 Slicast ko 2026-10-08T13:53:17.000Z SpaceX와 Broadcom이 약 $90 billion 규모의 AI 관련 부채 금융을 모색하고 있습니다. https://slicast.com/article/957epa Slicast en 2026-10-08T13:52:32.000Z ASML's manufacturing capacity is fully booked through 2027, constraining the semiconductor equipment supply chain feeding global chip fabs. https://slicast.com/zh/article/957epa Slicast zh-cn 2026-10-08T13:52:32.000Z ASML生产产能已预订至2027年，制约全球芯片代工厂的半导体设备供应链。 https://slicast.com/ko/article/957epa Slicast ko 2026-10-08T13:52:32.000Z ASML의 제조 능력이 2027년까지 완전히 예약되어 있어 글로벌 칩 팹에 공급하는 반도체 장비 공급망을 제약하고 있습니다. https://slicast.com/article/1pmjqtv Slicast en 2026-10-08T13:46:56.000Z Ukrainian drone strikes hit Yandex data centers in Sasovo, Russia, destroying two Nvidia-powered supercomputers used for AI training. https://slicast.com/zh/article/1pmjqtv Slicast zh-cn 2026-10-08T13:46:56.000Z 乌克兰无人机袭击俄罗斯Yandex位于萨索沃的数据中心，摧毁两台用于AI训练的英伟达超级计算机。 https://slicast.com/ko/article/1pmjqtv Slicast ko 2026-10-08T13:46:56.000Z 우크라이나 드론 공격이 러시아 Sasovo의 Yandex 데이터센터를 타격하여 AI 학습용 Nvidia 슈퍼컴퓨터 2대를 파괴했다. https://slicast.com/article/mxu6br Slicast en 2026-10-08T13:31:33.000Z US Department of Energy presses PJM Interconnection on ratepayer cost protections for large new data center loads and grid connection costs. https://slicast.com/zh/article/mxu6br Slicast zh-cn 2026-10-08T13:31:33.000Z 美国能源部向PJM电力互联组织施压，要求对大型新建数据中心负荷实施用户成本保护措施。 https://slicast.com/ko/article/mxu6br Slicast ko 2026-10-08T13:31:33.000Z US Department of Energy가 PJM Interconnection에 대규모 신규 데이터센터 부하 및 전력망 연결 비용에 대한 요금 납부자 보호를 촉구하다. https://slicast.com/article/qea8yb Slicast en 2026-10-08T13:29:00.000Z TeraWulf amends its Kentucky Power agreement, raising Muskie data center campus capacity to 1 GW of AI compute. https://slicast.com/zh/article/qea8yb Slicast zh-cn 2026-10-08T13:29:00.000Z TeraWulf修正肯塔基电力协议，将Muskie数据中心园区产能提升至1 GW AI计算。 https://slicast.com/ko/article/qea8yb Slicast ko 2026-10-08T13:29:00.000Z TeraWulf가 Kentucky Power 협약을 개정하여 Muskie 데이터센터 캠퍼스의 AI 컴퓨팅 용량을 1 GW로 확대 https://slicast.com/article/m6zwrz Slicast en 2026-10-08T13:18:06.000Z Xibu Materials, a Chinese semiconductor materials supplier, launches a capital increase to shore up cash reserves amid operational headwinds and stock-price decline. https://slicast.com/zh/article/m6zwrz Slicast zh-cn 2026-10-08T13:18:06.000Z 中国半导体材料供应商西部材料通过定向增发补充现金储备，此前公司股价跌幅超半、业绩承压。 https://slicast.com/ko/article/m6zwrz Slicast ko 2026-10-08T13:18:06.000Z 중국 반도체 소재 공급업체 Xibu Materials가 영업 악화와 주가 하락 속에 현금 확충을 위해 증액을 단행한다. https://slicast.com/article/r1vr23 Slicast en 2026-10-08T13:16:00.000Z Applied Digital reports a $36 billion contracted revenue backlog, reflecting locked-in customer commitments across its AI compute platform. https://slicast.com/zh/article/r1vr23 Slicast zh-cn 2026-10-08T13:16:00.000Z Applied Digital披露360亿美元的合同收入基数，覆盖其AI计算平台的客户承诺。 https://slicast.com/ko/article/r1vr23 Slicast ko 2026-10-08T13:16:00.000Z Applied Digital는 AI compute 플랫폼 전체에 걸친 확정된 고객 약정을 반영하는 $36 billion 규모의 계약 매출 백로그를 발표했다. https://slicast.com/article/10qc32r Slicast en 2026-10-08T13:15:39.000Z Firmus, an Nvidia-backed AI infrastructure company, sees IPO demand cool as sentiment around AI funding rounds softens. https://slicast.com/zh/article/10qc32r Slicast zh-cn 2026-10-08T13:15:39.000Z 英伟达支持的AI基础设施公司Firmus IPO需求降温，AI融资热潮风向转变。 https://slicast.com/ko/article/10qc32r Slicast ko 2026-10-08T13:15:39.000Z Nvidia가 지원하는 AI 인프라 회사 Firmus는 AI 펀딩 라운드에 대한 심정이 약화되면서 IPO 수요가 냉각되고 있다. https://slicast.com/article/1sk31m9 Slicast en 2026-10-08T13:15:29.000Z Iris Energy (IREN), pivoting from cryptocurrency mining to AI cloud infrastructure, faces stock-price momentum loss despite the strategic reorientation. https://slicast.com/zh/article/1sk31m9 Slicast zh-cn 2026-10-08T13:15:29.000Z Iris Energy (IREN)虽然战略转向AI云基础设施，但股价动能减弱。 https://slicast.com/ko/article/1sk31m9 Slicast ko 2026-10-08T13:15:29.000Z Iris Energy (IREN)는 암호화폐 채굴에서 AI 클라우드 인프라로 전환하고 있으나, 전략적 방향 전환에도 불구하고 주가 모멘텀 하락에 직면해 있다. https://slicast.com/article/11vq58g Slicast en 2026-10-08T13:06:16.000Z TSMC awards GlobalFoundries a $2 billion contract to supply advanced packaging materials and silicon interposers in the United States. https://slicast.com/zh/article/11vq58g Slicast zh-cn 2026-10-08T13:06:16.000Z 台积电向GlobalFoundries授予20亿美元合同，在美国供应先进封装材料和硅转接板。 https://slicast.com/ko/article/11vq58g Slicast ko 2026-10-08T13:06:16.000Z TSMC가 GlobalFoundries에 미국에서 첨단 패키징 소재와 실리콘 인터포저를 공급하는 20억 달러 규모 계약을 부여했다. https://slicast.com/article/ug37or Slicast en 2026-10-08T13:05:58.000Z Vivekananda International Foundation publishes analysis of the US-China contest for semiconductor supremacy, examining technology access and export-control regimes. https://slicast.com/zh/article/ug37or Slicast zh-cn 2026-10-08T13:05:58.000Z 印度国际研究基金会发布美中半导体竞争分析，探讨技术获取和出口管制体系。 https://slicast.com/ko/article/ug37or Slicast ko 2026-10-08T13:05:58.000Z Vivekananda International Foundation이 반도체 패권에 대한 미국-중국 경쟁 분석을 발표하며 기술 접근 및 수출 통제 체제를 검토한다. https://slicast.com/article/cfl20j Slicast en 2026-10-08T13:05:45.000Z VEIR Raises $110 Million Series C to Accelerate Commercialization of Superconducting Power Delivery Technology for AI Data Centers https://slicast.com/zh/article/cfl20j Slicast zh-cn 2026-10-08T13:05:45.000Z VEIR融资1.1亿美元C轮加速AI数据中心超导电力技术 https://slicast.com/article/1ekll4w Slicast en 2026-10-08T13:01:14.000Z Xsight Labs announces the E1L DPU, an 8–22-core Arm-based data processing unit delivering 200Gbps networking at reduced power for AI data center workloads. https://slicast.com/zh/article/1ekll4w Slicast zh-cn 2026-10-08T13:01:14.000Z Xsight Labs发布E1L数据处理单元，采用8-22核Arm架构，提供200Gbps网络连接，功耗更低。 https://slicast.com/ko/article/1ekll4w Slicast ko 2026-10-08T13:01:14.000Z Xsight Labs가 E1L DPU를 발표했습니다. 이는 AI 데이터센터 워크로드를 위한 8~22코어 Arm 기반 데이터 처리 장치로, 감소된 전력으로 200Gbps 네트워킹을 제공합니다. https://slicast.com/article/1qg7dx6 Slicast en 2026-10-08T13:01:02.000Z Applied Digital posts Q1 2027 earnings results that exceed Wall Street revenue estimates, reinforcing demand signals for AI compute leasing. https://slicast.com/zh/article/1qg7dx6 Slicast zh-cn 2026-10-08T13:01:02.000Z Applied Digital发布2027年Q1财报，营收超出华尔街预期。 https://slicast.com/ko/article/1qg7dx6 Slicast ko 2026-10-08T13:01:02.000Z Applied Digital이 Q1 2027 실적으로 월스트릿 수익 추정치를 상회하며 AI 컴퓨팅 리스 수요를 강화했다. https://slicast.com/article/lwx7sw Slicast en 2026-10-08T13:00:46.000Z Rally Up: ‘Gears of War: E-Day’ Launches on GeForce NOW https://slicast.com/zh/article/lwx7sw Slicast zh-cn 2026-10-08T13:00:46.000Z 《战争机器：E日》在GeForce NOW上线 https://slicast.com/article/1b0n8uj Slicast en 2026-10-08T12:59:02.000Z Marvell Technology intensifies competition in custom AI silicon, raising the stakes against Broadcom's dominance in hyperscaler-specific chip design. https://slicast.com/zh/article/1b0n8uj Slicast zh-cn 2026-10-08T12:59:02.000Z Marvell Technology在定制AI芯片领域加码，与Broadcom在超大规模云厂商专用芯片设计上的竞争加剧。 https://slicast.com/ko/article/1b0n8uj Slicast ko 2026-10-08T12:59:02.000Z Marvell Technology가 맞춤형 AI 실리콘에서 경쟁을 심화시키며, 하이퍼스케일러 특화 칩 설계 분야에서 Broadcom의 지배력에 도전하고 있다. https://slicast.com/article/13n9joe Slicast en 2026-10-08T12:58:17.000Z Broadcom expands its custom AI silicon strategy, deepening partnerships and revenue streams from OpenAI and major cloud customers' in-house accelerator programs. https://slicast.com/zh/article/13n9joe Slicast zh-cn 2026-10-08T12:58:17.000Z Broadcom扩大定制AI芯片战略，深化与OpenAI和大云厂商自研加速器项目的合作收入。 https://slicast.com/ko/article/13n9joe Slicast ko 2026-10-08T12:58:17.000Z Broadcom이 OpenAI와 주요 클라우드 고객의 자체 가속기 프로그램으로부터 파트너십과 수익 흐름을 강화하면서 커스텀 AI 실리콘 전략을 확대하고 있다. https://slicast.com/article/u5tsq Slicast en 2026-10-08T12:58:00.000Z Micron reports $40 billion in DRAM revenue, with AI-driven demand for memory in data center clusters cited as a primary growth engine. https://slicast.com/zh/article/u5tsq Slicast zh-cn 2026-10-08T12:58:00.000Z Micron报告400亿美元DRAM营收，AI驱动的数据中心内存需求为增长核心动力。 https://slicast.com/ko/article/u5tsq Slicast ko 2026-10-08T12:58:00.000Z Micron이 DRAM 매출 $40 billion을 보고했으며, 데이터 센터 클러스터의 메모리에 대한 AI 주도 수요가 주요 성장 동력으로 언급되었습니다. https://slicast.com/article/1o2kn7a Slicast en 2026-10-08T12:56:51.000Z Industry analysis examines US capacity to build competing CoWoS (Chip-on-Wafer-on-Substrate) advanced packaging capabilities to reduce dependence on TSMC. https://slicast.com/zh/article/1o2kn7a Slicast zh-cn 2026-10-08T12:56:51.000Z 业界分析审视美国建设CoWoS先进封装产能、减少对台积电依赖的可行性。 https://slicast.com/ko/article/1o2kn7a Slicast ko 2026-10-08T12:56:51.000Z 산업 분석은 TSMC에 대한 의존도를 줄이기 위해 경쟁력 있는 CoWoS 첨단 패키징 기술 구축 역량을 검토한다. https://slicast.com/article/hgpo9i Slicast en 2026-10-08T12:56:22.000Z Equity analysts raise price targets on Marvell Technology, citing accelerating AI chip demand and the company's positioning in high-bandwidth memory and interconnect. https://slicast.com/zh/article/hgpo9i Slicast zh-cn 2026-10-08T12:56:22.000Z 分析师提高Marvell Technology目标价，引用AI芯片需求加速和公司在高带宽内存和互连的优势定位。 https://slicast.com/ko/article/hgpo9i Slicast ko 2026-10-08T12:56:22.000Z 주식 분석가들이 가속화되는 AI 칩 수요와 고대역폭 메모리 및 인터커넥트 분야에서의 Marvell Technology의 입지를 바탕으로 목표주가를 인상하고 있다. https://slicast.com/article/cpj2dh Slicast en 2026-10-08T12:55:12.000Z Hedge-fund manager Michael Burry voices skepticism about Microsoft's trillion-scale AI infrastructure spending, questioning return on investment and competitive positioning. https://slicast.com/zh/article/cpj2dh Slicast zh-cn 2026-10-08T12:55:12.000Z 对冲基金经理Michael Burry对微软万亿级AI基础设施支出的回报率提出质疑。 https://slicast.com/ko/article/cpj2dh Slicast ko 2026-10-08T12:55:12.000Z 헤지펀드 매니저 Michael Burry는 Microsoft의 조 단위 AI 인프라 지출에 의구심을 표하며, 투자수익률과 경쟁 입지에 의문을 제기하고 있다. https://slicast.com/article/17c0r27 Slicast en 2026-10-08T12:51:33.000Z ERCOT, the Texas grid operator, forecasts significant power demand increases from data centers in the 2030s amid AI infrastructure expansion. https://slicast.com/zh/article/17c0r27 Slicast zh-cn 2026-10-08T12:51:33.000Z 德州电网运营商ERCOT预测2030年代数据中心需求将大幅增长，受AI基础设施扩张驱动。 https://slicast.com/ko/article/17c0r27 Slicast ko 2026-10-08T12:51:33.000Z ERCOT는 AI 인프라 확장에 따른 2030년대 데이터 센터의 상당한 전력 수요 증가를 예측하고 있다. https://slicast.com/article/16w3dqc Slicast en 2026-10-08T12:43:20.000Z Elon Musk reaffirms majority control over Terafab, an advanced AI chip fabrication complex, with Intel maintaining a partnership stake and technical role. https://slicast.com/zh/article/16w3dqc Slicast zh-cn 2026-10-08T12:43:20.000Z Elon Musk确认对AI芯片生产复合体Terafab的控制权，Intel保持合作股份和技术角色。 https://slicast.com/ko/article/16w3dqc Slicast ko 2026-10-08T12:43:20.000Z Elon Musk가 첨단 AI 칩 제조 시설 Terafab의 과반 지분을 재확인했으며, Intel은 파트너십 지분과 기술 역할을 유지하고 있다. https://slicast.com/article/ezdkf7 Slicast en 2026-10-08T12:40:11.000Z Sesterce plans a €10 billion-plus AI data center campus developed at a decommissioned paper mill in Finland, leveraging hydropower and existing infrastructure. https://slicast.com/zh/article/ezdkf7 Slicast zh-cn 2026-10-08T12:40:11.000Z 数据中心开发商Sesterce规划在芬兰一所废纸浆厂建设超100亿欧元AI数据中心园区。 https://slicast.com/ko/article/ezdkf7 Slicast ko 2026-10-08T12:40:11.000Z Sesterce는 Finland의 폐쇄된 종이 공장 부지에 건설될 €10억 이상 규모의 AI 데이터 센터 캠퍼스를 계획 중이며, 수력발전과 기존 인프라를 활용합니다. https://slicast.com/article/sarlc7 Slicast en 2026-10-08T12:38:41.000Z TSMC and GlobalFoundries announced a $2B partnership to establish US-based advanced semiconductor packaging and supply chain infrastructure. https://slicast.com/zh/article/sarlc7 Slicast zh-cn 2026-10-08T12:38:41.000Z TSMC与GlobalFoundries宣布20亿美元合作，建立美国本土先进半导体封装及供应链基础设施。 https://slicast.com/article/12w94j3 Slicast en 2026-10-08T12:37:20.000Z Wolfspeed secures a $1.5 billion conditional loan commitment from the U.S. government to expand domestic silicon carbide (SiC) and gallium nitride (GaN) production capacity. https://slicast.com/zh/article/12w94j3 Slicast zh-cn 2026-10-08T12:37:20.000Z Wolfspeed获得美国政府15亿美元条件性贷款承诺，用于扩大国内碳化硅（SiC）和氮化镓（GaN）产能。 https://slicast.com/ko/article/12w94j3 Slicast ko 2026-10-08T12:37:20.000Z Wolfspeed는 국내 silicon carbide (SiC) 및 gallium nitride (GaN) 생산 능력 확대를 위해 미국 정부로부터 $1.5 billion 규모의 조건부 대출 약정을 확보했다. https://slicast.com/article/1lldxqo Slicast en 2026-10-08T12:30:00.000Z AMD pursues a broader strategic partnership with Samsung to secure advanced memory (HBM) supply, leveraging Samsung's interest in foundry partnerships and memory integration. https://slicast.com/zh/article/1lldxqo Slicast zh-cn 2026-10-08T12:30:00.000Z AMD寻求与Samsung扩大战略合作，以获得先进内存（HBM）供应，利用Samsung对代工合作和内存集成的兴趣。 https://slicast.com/ko/article/1lldxqo Slicast ko 2026-10-08T12:30:00.000Z AMD가 파운드리 파트너십 및 메모리 통합에 대한 Samsung의 관심을 활용하여 고급 메모리(HBM) 공급을 확보하기 위해 Samsung과 광범위한 전략적 파트너십을 추진한다. https://slicast.com/article/1b5lxji Slicast en 2026-10-08T12:30:00.000Z Eminence Grey and Lumen partner to build sovereign AI infrastructure services across the United States, targeting data residency and compliance-critical workloads. https://slicast.com/zh/article/1b5lxji Slicast zh-cn 2026-10-08T12:30:00.000Z Eminence Grey和Lumen合作在美国部署主权AI基础设施服务。 https://slicast.com/ko/article/1b5lxji Slicast ko 2026-10-08T12:30:00.000Z Eminence Grey와 Lumen이 협력하여 미국 전역에서 데이터 상주 및 규정 준수가 중요한 워크로드를 대상으로 자주적 AI 인프라 서비스를 구축합니다. https://slicast.com/article/18qtxxh Slicast en 2026-10-08T12:28:18.000Z GlobalFoundries reaches agreement with TSMC to establish U.S.-based supply of silicon interposers for advanced AI chip packaging as part of a $2 billion deal. https://slicast.com/zh/article/18qtxxh Slicast zh-cn 2026-10-08T12:28:18.000Z GlobalFoundries与TSMC达成$2 billion协议，在美国建立silicon interposer供应体系，支持先进AI芯片封装。 https://slicast.com/ko/article/18qtxxh Slicast ko 2026-10-08T12:28:18.000Z GlobalFoundries, TSMC와 합의… 20억 달러 규모 계약 일환으로 미국 내 첨단 AI 칩 패키징용 실리콘 인터포저 공급 체계 구축 https://slicast.com/article/1a3345r Slicast en 2026-10-08T12:16:47.000Z Energy-trading giant Vitol commits $225 million to Voltus, an AI-powered demand-response platform that optimizes data center power consumption and grid participation. https://slicast.com/zh/article/1a3345r Slicast zh-cn 2026-10-08T12:16:47.000Z 能源交易商Vitol投资2.25亿美元于Voltus，一个AI驱动的需求响应平台，用于优化数据中心用电和电网参与。 https://slicast.com/ko/article/1a3345r Slicast ko 2026-10-08T12:16:47.000Z 에너지 거래 거대 기업 Vitol이 데이터센터 전력 소비 및 전력망 참여를 최적화하는 AI 기반 수요 대응 플랫폼 Voltus에 $225 million을 투자한다. https://slicast.com/article/9oleff Slicast en 2026-10-08T12:05:00.000Z Volato Group to Rebrand as SOAR AI as the Company Scales AI Infrastructure Business https://slicast.com/zh/article/9oleff Slicast zh-cn 2026-10-08T12:05:00.000Z Volato集团更名SOAR AI扩展AI基础设施业务 https://slicast.com/article/1yqmndz Slicast en 2026-10-08T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1yqmndz Slicast zh-cn 2026-10-08T12:00:00.000Z TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 提交 6-K：外国发行人报告(6-K) https://slicast.com/article/h076xo Slicast en 2026-10-08T10:52:56.000Z Sesterce to invest €10 billion in a 600MW AI data center campus in Jämsä, Finland, with anchor customer already secured. https://slicast.com/zh/article/h076xo Slicast zh-cn 2026-10-08T10:52:56.000Z Sesterce将在芬兰Jämsä投资€10亿建设600MW AI数据中心园区，已锁定主要客户。 https://slicast.com/article/hy8wu2 Slicast en 2026-10-08T10:42:46.000Z Google, Alibaba, and Applied Digital jointly investing approximately $75 billion in a new AI data center rush in Finland, significantly expanding available computing capacity across multiple cloud ope https://slicast.com/zh/article/hy8wu2 Slicast zh-cn 2026-10-08T10:42:46.000Z Google、Alibaba和Applied Digital联合投资约75亿美元在芬兰建设新AI数据中心,显著扩展多个云运营商的可用计算能力。 https://slicast.com/article/11u2707 Slicast en 2026-10-07T21:11:00.000Z Big Tech's AI infrastructure bill nears $760 billion in 2026 as spending accelerates https://slicast.com/zh/article/11u2707 Slicast zh-cn 2026-10-07T21:11:00.000Z 大科技AI资本开支合计逼近$7600亿,Amazon以$2000亿领跑 https://slicast.com/ko/article/11u2707 Slicast ko 2026-10-07T21:11:00.000Z 빅테크의 AI 인프라 지출이 2026년 $760 billion에 가까워지면서 지출 가속화 https://slicast.com/article/1kbratd Slicast en 2026-10-07T21:10:00.000Z AI data center expansion is hitting new limits on power, land, and public consent https://slicast.com/zh/article/1kbratd Slicast zh-cn 2026-10-07T21:10:00.000Z AI数据中心扩张遭遇"三重壁垒":全球$1300亿项目受阻,纽约拟终止税收优惠 https://slicast.com/ko/article/1kbratd Slicast ko 2026-10-07T21:10:00.000Z AI 데이터센터 확장, 전력·토지·공공 동의에서 새로운 한계 https://slicast.com/article/1lg2k0a Slicast en 2026-10-07T21:08:00.000Z SoftBank completes $3.1bn purchase of DigitalBridge https://slicast.com/zh/article/1lg2k0a Slicast zh-cn 2026-10-07T21:08:00.000Z SoftBank以$31亿完成收购DigitalBridge,$1080亿数字基础设施AUM并入麾下 https://slicast.com/ko/article/1lg2k0a Slicast ko 2026-10-07T21:08:00.000Z SoftBank, $3.1bn에 DigitalBridge 인수 완료 https://slicast.com/article/yhv2nb Slicast en 2026-10-07T21:07:00.000Z OpenAI leases 10-gigawatt AI data center campus from SoftBank's SB Energy https://slicast.com/zh/article/yhv2nb Slicast zh-cn 2026-10-07T21:07:00.000Z OpenAI × SB Energy俄亥俄10GW园区10月正式动工,NVIDIA入股$15亿 https://slicast.com/ko/article/yhv2nb Slicast ko 2026-10-07T21:07:00.000Z OpenAI, SoftBank의 SB Energy로부터 10기가와트 AI 데이터센터 캠퍼스 임차 https://slicast.com/article/1fbuttg Slicast en 2026-10-07T21:06:00.000Z IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips https://slicast.com/zh/article/1fbuttg Slicast zh-cn 2026-10-07T21:06:00.000Z Nebius GPU租赁价格10月1日起全线上调17-21%,带动neocloud板块重新定价 https://slicast.com/ko/article/1fbuttg Slicast ko 2026-10-07T21:06:00.000Z IREN 6% 상승, Nebius 10% 급등; GPU 렌탈료 상승 속 CoreWeave 하락 https://slicast.com/article/vs7p8z Slicast en 2026-10-07T21:05:00.000Z Anthropic's $2 trillion IPO prospectus has leaked—and it shows growing revenue, steep losses, and recent operating profits https://slicast.com/zh/article/vs7p8z Slicast zh-cn 2026-10-07T21:05:00.000Z Anthropic S-1泄露,预计10月中旬启动IPO路演,估值目标剑指$2万亿 https://slicast.com/ko/article/vs7p8z Slicast ko 2026-10-07T21:05:00.000Z Anthropic의 $2 trillion IPO 투자설명서 유출—매출 성장, 막대한 손실, 최근 영업 이익을 드러내다 https://slicast.com/article/g8con3 Slicast en 2026-10-07T21:04:00.000Z Nscale Files for a $35 Billion IPO That Tests the Neocloud Story https://slicast.com/zh/article/g8con3 Slicast zh-cn 2026-10-07T21:04:00.000Z 英国neocloud Nscale向NYSE递交S-1:$350亿估值,募资$30亿,85%收入靠微软+Anthropic https://slicast.com/ko/article/g8con3 Slicast ko 2026-10-07T21:04:00.000Z Nscale, 35억 달러 IPO 신청으로 Neocloud 스토리 검증 https://slicast.com/article/nggxpx Slicast en 2026-10-07T21:02:00.000Z AI computing startup Lambda to raise $4B ahead of planned IPO https://slicast.com/zh/article/nggxpx Slicast zh-cn 2026-10-07T21:02:00.000Z Lambda完成上市前最后一轮私募:Coatue+Blackstone领投$40亿,估值$145亿 https://slicast.com/ko/article/nggxpx Slicast ko 2026-10-07T21:02:00.000Z AI 컴퓨팅 스타트업 Lambda, 계획된 IPO 앞두고 $4B 자금 조달 https://slicast.com/article/18tctxc Slicast en 2026-10-07T21:01:00.000Z Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid https://slicast.com/zh/article/18tctxc Slicast zh-cn 2026-10-07T21:01:00.000Z Google × Constellation签下$43亿核电扩容长约:890MW新增装机+2700MW现有舰队 https://slicast.com/ko/article/18tctxc Slicast ko 2026-10-07T21:01:00.000Z Google과 Constellation, PJM Grid에 890 MW 신규 원자력 발전 용량 도입 계약 발표 https://slicast.com/commentary/iren-2026-10-07 Slicast en 2026-10-07T20:56:25.737Z IREN Stock News, October 2026: AI Cloud Momentum Meets Capital Intensity Reckoning https://slicast.com/zh/commentary/iren-2026-10-07 Slicast zh-cn 2026-10-07T20:56:25.737Z IREN股票最新动态，2026年10月：AI云势头强劲，资本密度成最大考验 https://slicast.com/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast en 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China Gap https://slicast.com/zh/commentary/cmp-cxmt-vs-sk-hynix-vs-samsung-2026-10-07 Slicast zh-cn 2026-10-07T20:46:02.268Z CXMT vs SK Hynix vs Samsung：AI存储供应、HBM定价权与技术差距 https://slicast.com/commentary/lambda-2026-10-07 Slicast en 2026-10-07T20:39:23.283Z Lambda Labs: $4 Billion Capital Raise and 2027 IPO, October 2026 https://slicast.com/zh/commentary/lambda-2026-10-07 Slicast zh-cn 2026-10-07T20:39:23.283Z Lambda Labs：40亿美元融资与2027年IPO计划，2026年10月 https://slicast.com/commentary/xai-2026-10-07 Slicast en 2026-10-07T20:31:21.195Z xAI Colossus Financing, October 2026: SpaceX Eyes $40 Billion Debt Raise for Nvidia GPUs https://slicast.com/zh/commentary/xai-2026-10-07 Slicast zh-cn 2026-10-07T20:31:21.195Z xAI Colossus融资，2026年10月：SpaceX拟举债400亿美元采购英伟达GPU https://slicast.com/brief/2026-10-08 Slicast en 2026-10-07T20:16:12.128Z Latest AI Infrastructure News: October 8, 2026 https://slicast.com/zh/brief/2026-10-08 Slicast zh-cn 2026-10-07T20:16:12.128Z AI 基础设施新闻早报 · 2026年10月8日 https://slicast.com/ko/brief/2026-10-08 Slicast ko 2026-10-07T20:16:12.128Z 최신 AI 인프라 뉴스 · 2026년 10월 8일 https://slicast.com/article/14358lp Slicast en 2026-10-07T20:05:00.000Z Wolfspeed Announces Conditional 30-Year, $1.5 Billion Loan Commitment from U.S. Department of War to Advance Domestic Wide Bandgap Supply Chain https://slicast.com/zh/article/14358lp Slicast zh-cn 2026-10-07T20:05:00.000Z Wolfspeed获美国国防部30年15亿美元贷款承诺 https://slicast.com/ko/article/14358lp Slicast ko 2026-10-07T20:05:00.000Z Wolfspeed, 미 국방부(Department of War)로부터 국내 와이드 밴드갭 공급망 강화를 위한 30년 만기 15억 달러 조건부 대출 약정 발표 https://slicast.com/article/flna8m Slicast en 2026-10-07T19:53:00.000Z Duke Energy protects customers from data center costs https://slicast.com/zh/article/flna8m Slicast zh-cn 2026-10-07T19:53:00.000Z Duke Energy帮助客户应对数据中心成本 https://slicast.com/article/1h2z5nc Slicast en 2026-10-07T19:36:30.000Z GE Vernova's dividend announcement refocuses market attention on its valuation as an AI power infrastructure supplier. https://slicast.com/zh/article/1h2z5nc Slicast zh-cn 2026-10-07T19:36:30.000Z GE Vernova分红公告将市场关注重新集中在其作为AI电力基础设施供应商的估值上。 https://slicast.com/ko/article/1h2z5nc Slicast ko 2026-10-07T19:36:30.000Z GE Vernova의 배당금 발표가 AI 전력 기반시설 공급자로서의 가치 평가에 시장의 관심을 재집중시킨다. https://slicast.com/article/7l2rmh Slicast en 2026-10-07T19:31:17.000Z A $15 billion Australian data center project faces community opposition over power consumption equivalent to supplying 1 million homes. https://slicast.com/zh/article/7l2rmh Slicast zh-cn 2026-10-07T19:31:17.000Z 一个价值150亿美元的澳大利亚数据中心项目因功耗相当于供应100万户家庭而面临社区反对。 https://slicast.com/ko/article/7l2rmh Slicast ko 2026-10-07T19:31:17.000Z $15 billion 호주 데이터센터 프로젝트가 100만 가구를 공급할 수 있는 수준의 전력 소비로 지역사회 반대에 봉착했다. https://slicast.com/article/1ug6oh8 Slicast en 2026-10-07T19:24:43.000Z Hunter Point's CEO flagged data center overbuilding risk amid aggressive AI capex cycles. https://slicast.com/zh/article/1ug6oh8 Slicast zh-cn 2026-10-07T19:24:43.000Z Hunter Point首席执行官在激进AI资本支出周期中标示数据中心过度建设风险。 https://slicast.com/ko/article/1ug6oh8 Slicast ko 2026-10-07T19:24:43.000Z Hunter Point의 CEO가 공격적인 AI capex 사이클 속에서 데이터센터 과잉 건설 위험을 지적했다. https://slicast.com/article/1htpr2r Slicast en 2026-10-07T18:45:28.000Z NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI Agents https://slicast.com/zh/article/1htpr2r Slicast zh-cn 2026-10-07T18:45:28.000Z NVIDIA、Microsoft为Windows PC推出RTX Spark和AI Agents https://slicast.com/ko/article/1htpr2r Slicast ko 2026-10-07T18:45:28.000Z NVIDIA, Microsoft, 윈도우 PC의 새로운 출발 알려: RTX Spark와 AI 에이전트 공개 https://slicast.com/article/ox9t11 Slicast en 2026-10-07T18:42:51.000Z HPE announced the first HPE ProLiant Gen13 servers powered by 6th Generation AMD EPYC processors for enterprise AI workloads. https://slicast.com/zh/article/ox9t11 Slicast zh-cn 2026-10-07T18:42:51.000Z HPE宣布首款采用第6代AMD EPYC处理器的HPE ProLiant Gen13服务器用于企业AI工作负载。 https://slicast.com/ko/article/ox9t11 Slicast ko 2026-10-07T18:42:51.000Z HPE는 6th Generation AMD EPYC 프로세서 기반의 첫 번째 HPE ProLiant Gen13 서버를 엔터프라이즈 AI 워크로드용으로 발표했습니다. https://slicast.com/article/1n00zyn Slicast en 2026-10-07T18:32:37.000Z Ten Australian local councils are advancing mega data center developments across their jurisdictions. https://slicast.com/zh/article/1n00zyn Slicast zh-cn 2026-10-07T18:32:37.000Z 澳大利亚十个地方议会正在各自的管辖范围内推进大型数据中心开发。 https://slicast.com/ko/article/1n00zyn Slicast ko 2026-10-07T18:32:37.000Z 호주 10개 지방자치단체가 관할 지역 전역에 메가 데이터센터 개발을 추진하고 있다. https://slicast.com/article/1t5vln7 Slicast en 2026-10-07T18:32:00.000Z Data Center Virtualization Market to Reach $60.90 Billion by 2035 as Multi-Hypervisor and Kubernetes-Native Adoption Reshape Enterprise Infrastructure https://slicast.com/zh/article/1t5vln7 Slicast zh-cn 2026-10-07T18:32:00.000Z 数据中心虚拟化市场2035年达609亿美元 https://slicast.com/ko/article/1t5vln7 Slicast ko 2026-10-07T18:32:00.000Z 데이터센터 가상화 시장, 멀티 하이퍼바이저 및 Kubernetes 네이티브 도입이 기업 인프라를 재편하면서 2035년 609억 달러 규모에 이를 전망 https://slicast.com/article/1xt7gi5 Slicast en 2026-10-07T18:27:32.000Z Australian data center company Firmus listed at a blockbuster $43 billion valuation in its IPO. https://slicast.com/zh/article/1xt7gi5 Slicast zh-cn 2026-10-07T18:27:32.000Z 澳大利亚数据中心公司Firmus以430亿美元的估值完成IPO上市。 https://slicast.com/ko/article/1xt7gi5 Slicast ko 2026-10-07T18:27:32.000Z 호주 데이터센터 회사 Firmus가 $43 billion 평가액으로 상장했다. https://slicast.com/article/gx0xzu Slicast en 2026-10-07T18:27:00.000Z NVIDIA-backed Lambda Labs seeks a $4 billion funding round at a soaring valuation, targeting a 2027 IPO to compete with CoreWeave, IREN, and Nebius in the GPU cloud market. https://slicast.com/zh/article/gx0xzu Slicast zh-cn 2026-10-07T18:27:00.000Z 英伟达支持的Lambda Labs寻求40亿美元融资，目标2027年IPO，与CoreWeave、IREN和Nebius竞争GPU云市场。 https://slicast.com/ko/article/gx0xzu Slicast ko 2026-10-07T18:27:00.000Z NVIDIA-backed Lambda Labs는 급상승하는 밸류에이션에서 $4 billion 펀딩 라운드를 추진 중이며 2027년 IPO를 목표로 GPU 클라우드 시장에서 CoreWeave, IREN, Nebius와 경쟁할 계획입니다. https://slicast.com/article/47ct2o Slicast en 2026-10-07T18:25:00.000Z Texas power grid strain is emerging as a practical constraint on AI data center growth and expansion in the region. https://slicast.com/zh/article/47ct2o Slicast zh-cn 2026-10-07T18:25:00.000Z 德州电力网压力成为限制AI数据中心增长的实际约束。 https://slicast.com/ko/article/47ct2o Slicast ko 2026-10-07T18:25:00.000Z 텍사스 전력망 부담이 해당 지역 AI 데이터센터 성장 및 확장에 대한 실질적 제약으로 부상하고 있다. https://slicast.com/article/186wvay Slicast en 2026-10-07T18:14:35.000Z A policy analysis outlines export-control and 'Tech West' strategy for rebuilding AI infrastructure resilience outside China. https://slicast.com/zh/article/186wvay Slicast zh-cn 2026-10-07T18:14:35.000Z 政策分析概述出口管制和'科技西方'战略，以在中国外重建AI基础设施韧性。 https://slicast.com/ko/article/186wvay Slicast ko 2026-10-07T18:14:35.000Z 정책 분석은 중국 외부에서 인공지능 인프라 복원력을 재구축하기 위한 수출 통제 및 'Tech West' 전략을 제시한다. https://slicast.com/article/16zwwod Slicast en 2026-10-07T18:14:20.000Z Elon Musk stated that TSMC will not manufacture Terafab, Tesla's AI chip complex. https://slicast.com/zh/article/16zwwod Slicast zh-cn 2026-10-07T18:14:20.000Z 埃隆·马斯克表示TSMC不会代工Terafab即特斯拉的AI芯片项目。 https://slicast.com/ko/article/16zwwod Slicast ko 2026-10-07T18:14:20.000Z Elon Musk가 TSMC가 Tesla의 AI 칩 복합체 Terafab을 제조하지 않을 것이라고 말했습니다. https://slicast.com/article/1ngld4l Slicast en 2026-10-07T18:11:58.000Z Data center operators in São Paulo have secured dedicated access to Brazil's power grid infrastructure. https://slicast.com/zh/article/1ngld4l Slicast zh-cn 2026-10-07T18:11:58.000Z 圣保罗的数据中心运营商已获得巴西电力网的专用接入权。 https://slicast.com/ko/article/1ngld4l Slicast ko 2026-10-07T18:11:58.000Z 상파울루의 데이터센터 운영자들이 브라질 전력망 인프라에 대한 전용 접근을 확보했습니다. https://slicast.com/article/qvi6om Slicast en 2026-10-07T18:02:20.000Z Applied Digital stock dropped 5.7% ahead of its earnings report. https://slicast.com/zh/article/qvi6om Slicast zh-cn 2026-10-07T18:02:20.000Z Applied Digital股价在盈利报告前下跌5.7%。 https://slicast.com/ko/article/qvi6om Slicast ko 2026-10-07T18:02:20.000Z Applied Digital 주가가 실적 발표를 앞두고 5.7% 하락했다. https://slicast.com/article/raknn6 Slicast en 2026-10-07T17:46:53.000Z SpaceX is raising $40 billion in debt to fund NVIDIA chips for its Colossus AI data center. https://slicast.com/zh/article/raknn6 Slicast zh-cn 2026-10-07T17:46:53.000Z SpaceX融资400亿美元债券，用于Colossus AI数据中心采购英伟达芯片。 https://slicast.com/ko/article/raknn6 Slicast ko 2026-10-07T17:46:53.000Z SpaceX가 Colossus AI 데이터센터용 NVIDIA 칩 자금 마련을 위해 400억 달러 규모의 부채를 조달하고 있다. https://slicast.com/article/txb9tb Slicast en 2026-10-07T17:44:47.000Z Wells Fargo maintains an Overweight rating on AI/HPC infrastructure operators ahead of debt capital raises. https://slicast.com/zh/article/txb9tb Slicast zh-cn 2026-10-07T17:44:47.000Z Wells Fargo在AI/HPC基础设施运营商进行债务融资前维持增持评级。 https://slicast.com/ko/article/txb9tb Slicast ko 2026-10-07T17:44:47.000Z Wells Fargo는 부채 자본 조달을 앞두고 있는 AI/HPC 인프라 사업자들에 대해 Overweight 레이팅을 유지하고 있다. https://slicast.com/article/1ddf6ta Slicast en 2026-10-07T17:41:47.000Z ARM and Marvell Technology show diverging revenue trajectories in the AI chip market. https://slicast.com/zh/article/1ddf6ta Slicast zh-cn 2026-10-07T17:41:47.000Z ARM和Marvell Technology在AI芯片市场中表现出不同的收益轨迹。 https://slicast.com/ko/article/1ddf6ta Slicast ko 2026-10-07T17:41:47.000Z ARM과 Marvell Technology가 AI 칩 시장에서 상이한 매출 궤적을 보이고 있습니다. https://slicast.com/article/1s507dx Slicast en 2026-10-07T17:35:03.000Z Goodman Group faces community resistance to a 3 trillion yen (~$20 billion) data center development in Tsukuba, Japan. https://slicast.com/zh/article/1s507dx Slicast zh-cn 2026-10-07T17:35:03.000Z Goodman集团在日本筑波市面临3万亿日元（约200亿美元）数据中心项目的社区反对。 https://slicast.com/ko/article/1s507dx Slicast ko 2026-10-07T17:35:03.000Z Goodman Group이 일본의 쓰쿠바에서 3조 엔(약 $20 billion) 규모의 데이터센터 개발에 대한 지역사회의 반발에 직면하고 있다. https://slicast.com/article/120dpvh Slicast en 2026-10-07T17:30:00.000Z US export controls on advanced AI chips cost Huawei an estimated $70 billion in foregone revenue. https://slicast.com/zh/article/120dpvh Slicast zh-cn 2026-10-07T17:30:00.000Z 美国对先进AI芯片的出口管制使华为损失约700亿美元的预期收入。 https://slicast.com/ko/article/120dpvh Slicast ko 2026-10-07T17:30:00.000Z 미국의 첨단 AI 칩 수출 통제로 Huawei는 약 $70 billion의 수익 손실을 입었다. https://slicast.com/article/vy3cxd Slicast en 2026-10-07T17:28:38.000Z Applied Digital earnings preview expects losses despite a multi-quarter streak of beat expectations. https://slicast.com/zh/article/vy3cxd Slicast zh-cn 2026-10-07T17:28:38.000Z Applied Digital盈利指引预期亏损，尽管公司连续多个季度超预期。 https://slicast.com/ko/article/vy3cxd Slicast ko 2026-10-07T17:28:38.000Z Applied Digital 실적 전망은 다분기 연속 기대 초과에도 불구하고 손실을 예상한다. https://slicast.com/article/q5c6bl Slicast en 2026-10-07T17:19:42.000Z SK Hynix stock declined 2.8% despite AMD's announcement of multi-generation HBM supply commitments. https://slicast.com/zh/article/q5c6bl Slicast zh-cn 2026-10-07T17:19:42.000Z 尽管AMD宣布多代HBM供应承诺，SK海力士股价下跌2.8%。 https://slicast.com/ko/article/q5c6bl Slicast ko 2026-10-07T17:19:42.000Z SK Hynix 주가가 AMD의 다세대 HBM 공급 약정 발표에도 불구하고 2.8% 하락했다. https://slicast.com/article/ym8jhs Slicast en 2026-10-07T17:17:00.000Z Huawei's Ascend chips are replacing Nvidia's market dominance in China as the company reduces dependence on US technology due to export controls. https://slicast.com/zh/article/ym8jhs Slicast zh-cn 2026-10-07T17:17:00.000Z 华为的昇腾芯片正在取代英伟达在中国市场的主导地位，公司在出口管制下减少对美国技术的依赖。 https://slicast.com/ko/article/ym8jhs Slicast ko 2026-10-07T17:17:00.000Z Huawei의 Ascend 칩이 수출 규제로 인한 미국 기술 의존도 감소 속에 중국에서 Nvidia의 시장 지배력을 대체하고 있다. https://slicast.com/article/1gimbvl Slicast en 2026-10-07T17:14:12.000Z AI data center energy demand is now driving a surge in new US gas power generation, reaching 60.4 gigawatts of capacity. https://slicast.com/zh/article/1gimbvl Slicast zh-cn 2026-10-07T17:14:12.000Z AI数据中心能源需求正在推动美国天然气发电激增，容量达到60.4吉瓦。 https://slicast.com/ko/article/1gimbvl Slicast ko 2026-10-07T17:14:12.000Z AI 데이터센터 에너지 수요가 새로운 미국 가스 발전 급증을 이끌고 있으며, 용량이 60.4 기가와트에 달합니다. https://slicast.com/article/sncma5 Slicast en 2026-10-07T17:10:37.000Z Google has signed a power purchase agreement to acquire 507 megawatts of nuclear capacity in Finland. https://slicast.com/zh/article/sncma5 Slicast zh-cn 2026-10-07T17:10:37.000Z 谷歌与芬兰签署购电协议，购买507兆瓦核能容量。 https://slicast.com/ko/article/sncma5 Slicast ko 2026-10-07T17:10:37.000Z Google이 핀란드에서 507 메가와트의 원자력 발전 용량을 획득하기 위해 전력 구매 계약을 체결했다. https://slicast.com/article/ijl0me Slicast en 2026-10-07T16:43:04.000Z Energy giant RWE warns that surging data center power demand is forcing a critical policy question: who should fund grid infrastructure expansion to support this growth? https://slicast.com/zh/article/ijl0me Slicast zh-cn 2026-10-07T16:43:04.000Z 能源巨头RWE警告数据中心电力需求激增正在引发一个关键政策问题：谁应该资助电网基础设施扩张以支持这一增长？ https://slicast.com/ko/article/ijl0me Slicast ko 2026-10-07T16:43:04.000Z 에너지 대형사 RWE는 급증하는 데이터 센터 전력 수요가 시급한 정책 과제를 제기하고 있다고 경고한다: 이 성장을 지원할 전력망 인프라 확대에 누가 자금을 조달해야 하는가? https://slicast.com/article/du82g1 Slicast en 2026-10-07T16:32:30.000Z Apollo and multiple banks are structuring financing for SpaceX's $40 billion acquisition of Nvidia GPUs, likely for xAI's Colossus cluster. https://slicast.com/zh/article/du82g1 Slicast zh-cn 2026-10-07T16:32:30.000Z Apollo及多家银行正在为SpaceX购买40亿美元英伟达GPU提供融资结构，可能用于xAI的Colossus集群。 https://slicast.com/ko/article/du82g1 Slicast ko 2026-10-07T16:32:30.000Z 아폴로와 여러 은행들이 SpaceX의 Nvidia GPU $40억 인수를 위한 금융 구조화를 진행 중이며, xAI의 Colossus 클러스터용일 가능성이 높다. https://slicast.com/article/gdzlja Slicast en 2026-10-07T16:28:31.000Z Samsung's HBM4E memory chips have successfully completed testing and validation for Nvidia's next-generation Rubin Ultra GPU accelerators. https://slicast.com/zh/article/gdzlja Slicast zh-cn 2026-10-07T16:28:31.000Z 三星HBM4E内存芯片已成功通过英伟达下一代Rubin Ultra GPU加速器的测试和验证。 https://slicast.com/ko/article/gdzlja Slicast ko 2026-10-07T16:28:31.000Z Samsung의 HBM4E 메모리 칩이 Nvidia의 차세대 Rubin Ultra GPU 액셀러레이터를 위한 테스트 및 검증을 성공적으로 완료했습니다. https://slicast.com/article/150f5zz Slicast en 2026-10-07T16:13:55.000Z Broadcom has announced a major financing initiative to supply custom AI chips for Anthropic, supporting Anthropic's compute buildout for frontier model training. https://slicast.com/zh/article/150f5zz Slicast zh-cn 2026-10-07T16:13:55.000Z Broadcom宣布为Anthropic提供定制AI芯片的重大融资计划，支持Anthropic的模型训练计算基础设施建设。 https://slicast.com/ko/article/150f5zz Slicast ko 2026-10-07T16:13:55.000Z Broadcom이 Anthropic용 맞춤형 AI 칩 공급을 위한 주요 금융 계획을 발표했으며, Anthropic의 프론티어 모델 훈련을 위한 컴퓨팅 확대를 지원합니다. https://slicast.com/article/1uoqrff Slicast en 2026-10-07T16:10:56.000Z Uranium stocks rallied following news of Google's partnership with Constellation Energy to secure nuclear power for AI data center operations in Australia. https://slicast.com/zh/article/1uoqrff Slicast zh-cn 2026-10-07T16:10:56.000Z 在谷歌与Constellation Energy为澳大利亚AI数据中心运营保护核能的合作消息传出后，铀矿股飙升。 https://slicast.com/ko/article/1uoqrff Slicast ko 2026-10-07T16:10:56.000Z 우라늄 주식이 Google과 Constellation Energy의 호주 AI 데이터 센터 원자력 확보 파트너십 소식에 따라 급등했다. https://slicast.com/article/12t8fqi Slicast en 2026-10-07T16:10:15.000Z AirTrunk plans an additional $1 billion investment in its Inzai data center campus in Japan, bringing total planned Japan investment to approximately $30 billion. https://slicast.com/zh/article/12t8fqi Slicast zh-cn 2026-10-07T16:10:15.000Z AirTrunk计划对其位于稲敷的数据中心园区追加10亿美元投资，使其在日本的总计划投资达到约300亿美元。 https://slicast.com/ko/article/12t8fqi Slicast ko 2026-10-07T16:10:15.000Z AirTrunk는 일본의 Inzai 데이터 센터 캠퍼스에 $1 billion을 추가 투자할 계획이며, 일본에 대한 총 계획 투자를 약 $30 billion으로 확대한다. https://slicast.com/article/merlds Slicast en 2026-10-07T16:08:24.000Z Pennsylvania is constructing 4.4 gigawatts of new gas-fired power generation capacity to support data center operations in the region. https://slicast.com/zh/article/merlds Slicast zh-cn 2026-10-07T16:08:24.000Z 宾夕法尼亚州正在建造4.4吉瓦新天然气发电容量以支持该地区的数据中心运营。 https://slicast.com/ko/article/merlds Slicast ko 2026-10-07T16:08:24.000Z Pennsylvania가 지역 데이터 센터 운영 지원을 위해 4.4 기가와트 규모의 새로운 가스 화력 발전 용량을 건설 중입니다. https://slicast.com/article/2wv0na Slicast en 2026-10-07T16:05:39.000Z Zankore, an AI data center operator, is seeking $6 billion in financing to fund expansion of its compute capacity infrastructure. https://slicast.com/zh/article/2wv0na Slicast zh-cn 2026-10-07T16:05:39.000Z AI数据中心运营商Zankore正在寻求60亿美元贷款以资助其计算容量基础设施的扩张。 https://slicast.com/ko/article/2wv0na Slicast ko 2026-10-07T16:05:39.000Z Zankore는 AI 데이터센터 운영사로서 컴퓨팅 인프라 확장을 위해 $6 billion의 자금 조달을 추진하고 있다. https://slicast.com/article/11uqavf Slicast en 2026-10-07T15:53:24.000Z Texas has temporarily paused approvals for new data center projects due to concerns about remaining grid capacity and power availability in the state. https://slicast.com/zh/article/11uqavf Slicast zh-cn 2026-10-07T15:53:24.000Z 德克萨斯州因对电网容量和该州电力可用性的担忧而暂停了新数据中心项目的批准。 https://slicast.com/ko/article/11uqavf Slicast ko 2026-10-07T15:53:24.000Z Texas는 잔여 전력망 용량 및 전력 공급 가용성에 대한 우려로 인해 신규 데이터 센터 프로젝트 승인을 일시 중단했습니다. https://slicast.com/article/473km9 Slicast en 2026-10-07T15:49:33.000Z Navitas Semiconductor has completed its acquisition of Claros Infotech to expand its AI infrastructure power management and semiconductor portfolio. https://slicast.com/zh/article/473km9 Slicast zh-cn 2026-10-07T15:49:33.000Z 纳维塔斯半导体公司已完成对Claros Infotech的收购，以扩展其AI基础设施电源管理和半导体产品组合。 https://slicast.com/ko/article/473km9 Slicast ko 2026-10-07T15:49:33.000Z Navitas Semiconductor가 Claros Infotech의 인수를 완료하여 AI 인프라 전력 관리 및 반도체 포트폴리오를 확대했습니다. https://slicast.com/article/1076j5d Slicast en 2026-10-07T15:46:12.000Z Brookfield and AREP establish a partnership to develop AI data center infrastructure on powered land assets. https://slicast.com/zh/article/1076j5d Slicast zh-cn 2026-10-07T15:46:12.000Z Brookfield与AREP建立合作伙伴关系,在通电土地资产上开发AI数据中心基础设施。 https://slicast.com/ko/article/1076j5d Slicast ko 2026-10-07T15:46:12.000Z Brookfield와 AREP이 전력 공급 토지 자산에 AI 데이터센터 인프라 개발을 위한 파트너십을 체결했다. https://slicast.com/article/1s5652a Slicast en 2026-10-07T15:45:56.000Z A new platform centralizes secure access management across 100+ global data center sites, reducing operational fragmentation. https://slicast.com/zh/article/1s5652a Slicast zh-cn 2026-10-07T15:45:56.000Z 新平台集中管理全球100多个数据中心站点的安全访问,减少运营碎片化。 https://slicast.com/ko/article/1s5652a Slicast ko 2026-10-07T15:45:56.000Z 새로운 플랫폼이 100개 이상의 글로벌 데이터 센터 사이트 전반에 걸쳐 안전한 액세스 관리를 중앙화하여 운영상 단편화를 줄인다. https://slicast.com/article/llesxm Slicast en 2026-10-07T15:43:53.000Z HPE launches ProLiant Gen13 servers with AMD EPYC processors, targeting enterprise AI inference and agentic workloads with CPU-GPU balance. https://slicast.com/zh/article/llesxm Slicast zh-cn 2026-10-07T15:43:53.000Z 惠普推出搭载AMD EPYC处理器的ProLiant Gen13服务器,针对企业级AI推理和智能体工作负载,实现CPU-GPU平衡。 https://slicast.com/ko/article/llesxm Slicast ko 2026-10-07T15:43:53.000Z HPE가 AMD EPYC 프로세서가 탑재된 ProLiant Gen13 서버를 출시하며, CPU-GPU 균형으로 엔터프라이즈 AI 추론 및 에이전트 기반 워크로드를 타겟팅합니다. https://slicast.com/article/5fkvvd Slicast en 2026-10-07T15:40:06.000Z GE Vernova's data center orders represent only 20% of its order backlog, reflecting a diversified power generation business serving data centers and other industrial customers. https://slicast.com/zh/article/5fkvvd Slicast zh-cn 2026-10-07T15:40:06.000Z GE Vernova的数据中心订单仅占其订单积压的20%,反映其电力生成业务同时服务数据中心和其他工业客户的多元化格局。 https://slicast.com/ko/article/5fkvvd Slicast ko 2026-10-07T15:40:06.000Z GE Vernova의 데이터센터 주문은 전체 수주잔액의 20%에 불과하며, 이는 데이터센터와 기타 산업 고객을 대상으로 하는 다양화된 발전 사업을 반영합니다. https://slicast.com/article/rnmse6 Slicast en 2026-10-07T15:35:28.000Z Marvell projects its custom AI chip business reaching $12 billion annually, with a potential Google deal valued up to $120 billion. https://slicast.com/zh/article/rnmse6 Slicast zh-cn 2026-10-07T15:35:28.000Z Marvell预计其定制AI芯片业务达120亿美元,与Google的潜在交易价值高达1200亿美元。 https://slicast.com/ko/article/rnmse6 Slicast ko 2026-10-07T15:35:28.000Z Marvell은 맞춤형 AI 칩 사업 연 매출이 $12 billion에 달할 것으로 예상하고 있으며, Google과의 잠재적 거래 규모는 최대 $120 billion입니다. https://slicast.com/article/hd25qj Slicast en 2026-10-07T15:34:00.000Z Firmus, a neocloud compute provider, encountered weak IPO demand and reduced share price targets. https://slicast.com/zh/article/hd25qj Slicast zh-cn 2026-10-07T15:34:00.000Z 新云计算提供商Firmus因IPO需求不足而下调股价目标。 https://slicast.com/ko/article/hd25qj Slicast ko 2026-10-07T15:34:00.000Z 클라우드 컴퓨팅 신생업체 Firmus는 IPO 수요 부진으로 주가 목표를 낮췄다. https://slicast.com/article/1hg32hp Slicast en 2026-10-07T15:29:38.000Z CoreWeave leases 240 MW of GPU cloud capacity in Navi Mumbai through a partnership with AdaniConneX, expanding into India. https://slicast.com/zh/article/1hg32hp Slicast zh-cn 2026-10-07T15:29:38.000Z CoreWeave通过与AdaniConneX合作在纳维孟买租赁240MW的GPU云计算容量,进入印度市场。 https://slicast.com/ko/article/1hg32hp Slicast ko 2026-10-07T15:29:38.000Z CoreWeave가 AdaniConneX와의 제휴를 통해 Navi Mumbai에서 240 MW의 GPU 클라우드 용량을 임차하며 인도로 확장합니다. https://slicast.com/article/1qc8i0t Slicast en 2026-10-07T15:28:53.000Z Digital Infrastructure Alliance experts discuss nuclear power's role in solving AI-driven power deficits and integrating into data center ecosystems. https://slicast.com/zh/article/1qc8i0t Slicast zh-cn 2026-10-07T15:28:53.000Z 数字基础设施联盟专家讨论核电在解决AI驱动电力短缺和集成至数据中心生态系统中的角色。 https://slicast.com/ko/article/1qc8i0t Slicast ko 2026-10-07T15:28:53.000Z Digital Infrastructure Alliance 전문가들이 AI 기반 전력 부족 해결 및 데이터센터 생태계 통합에서 원자력의 역할을 논의한다. https://slicast.com/article/19zekzg Slicast en 2026-10-07T15:26:40.000Z The U.S. Department of Energy provides Vistra with a $4.2 billion loan to upgrade its nuclear fleet. https://slicast.com/zh/article/19zekzg Slicast zh-cn 2026-10-07T15:26:40.000Z 美国能源部向Vistra提供42亿美元贷款用于升级其核电站队伍。 https://slicast.com/ko/article/19zekzg Slicast ko 2026-10-07T15:26:40.000Z 미국 에너지부가 Vistra의 원전 함대 업그레이드를 위해 42억 달러 대출을 제공한다. https://slicast.com/article/rcoib9 Slicast en 2026-10-07T15:26:04.000Z Architect Financial Technologies launches an exchange-style platform (Liquid Inference) for real-time AI inference pricing and liquidity discovery. https://slicast.com/zh/article/rcoib9 Slicast zh-cn 2026-10-07T15:26:04.000Z Architect Financial Technologies推出交易所式平台Liquid Inference,实现实时AI推理定价和流动性发现。 https://slicast.com/ko/article/rcoib9 Slicast ko 2026-10-07T15:26:04.000Z Architect Financial Technologies가 실시간 AI 인퍼런스 가격 결정 및 유동성 탐색을 위한 거래소 방식 플랫폼 Liquid Inference를 출시했다. https://slicast.com/article/1r72t0e Slicast en 2026-10-07T15:23:09.000Z Fit Energy plans to develop 15 data centers on reclaimed mine land in Luzerne County, Pennsylvania. https://slicast.com/zh/article/1r72t0e Slicast zh-cn 2026-10-07T15:23:09.000Z Fit Energy计划在宾州卢泽恩县开采的矿地上开发15个数据中心。 https://slicast.com/ko/article/1r72t0e Slicast ko 2026-10-07T15:23:09.000Z Fit Energy는 Pennsylvania주 Luzerne County의 복원된 광산 토지에 데이터 센터 15개를 개발할 계획입니다. https://slicast.com/article/134p2dp Slicast en 2026-10-07T15:20:00.000Z Intel CEO Lip-Bu Tan confirms Intel remains part of Elon Musk's Terafab cleanroom project despite TSMC sublease discussions. https://slicast.com/zh/article/134p2dp Slicast zh-cn 2026-10-07T15:20:00.000Z Intel首席执行官Lip-Bu Tan确认Intel继续参与Elon Musk的Terafab洁净室项目,尽管存在TSMC转租讨论。 https://slicast.com/ko/article/134p2dp Slicast ko 2026-10-07T15:20:00.000Z Intel CEO Lip-Bu Tan이 TSMC sublease 논의에도 불구하고 Intel이 Elon Musk의 Terafab cleanroom project의 일부로 남아있다고 확인했습니다. https://slicast.com/article/cyau5 Slicast en 2026-10-07T14:51:06.000Z Protective coatings in AI data centers must address water ingress, power efficiency, and waste heat management beyond traditional finishing applications. https://slicast.com/zh/article/cyau5 Slicast zh-cn 2026-10-07T14:51:06.000Z AI数据中心的保护涂层必须超越传统表面处理,应对水、电效率和余热管理挑战。 https://slicast.com/ko/article/cyau5 Slicast ko 2026-10-07T14:51:06.000Z AI 데이터센터의 보호 코팅은 전통적인 마감 응용을 넘어 수분 침입, 전력 효율, 폐열 관리에 대응해야 한다. https://slicast.com/article/1cdrslb Slicast en 2026-10-07T14:50:00.000Z Broadcom's custom silicon for AI is positioned as a multi-billion-dollar growth driver within the AI supercycle. https://slicast.com/zh/article/1cdrslb Slicast zh-cn 2026-10-07T14:50:00.000Z Broadcom的定制AI芯片被定位为AI超级周期中的多十亿美元增长驱动因素。 https://slicast.com/ko/article/1cdrslb Slicast ko 2026-10-07T14:50:00.000Z Broadcom의 AI용 맞춤형 실리콘은 AI 슈퍼사이클 내 수십억 달러 규모의 성장 동력으로 자리잡고 있다. https://slicast.com/article/1l5ajq9 Slicast en 2026-10-07T14:46:42.000Z AI cloud pricing rises as new data center leasing slows, creating supply constraints in the GPU compute market. https://slicast.com/zh/article/1l5ajq9 Slicast zh-cn 2026-10-07T14:46:42.000Z 随着新数据中心租赁放缓,AI云定价上升,在GPU计算市场创造供应约束。 https://slicast.com/ko/article/1l5ajq9 Slicast ko 2026-10-07T14:46:42.000Z 신규 데이터센터 임차 둔화로 AI 클라우드 가격이 상승하고 GPU 컴퓨팅 시장 공급 제약이 심화되고 있습니다. https://slicast.com/article/199eemb Slicast en 2026-10-07T14:45:00.000Z Lambda Labs pursues a $4 billion IPO backed by a $50 billion backlog of AI infrastructure orders. https://slicast.com/zh/article/199eemb Slicast zh-cn 2026-10-07T14:45:00.000Z Lambda Labs计划通过IPO融资40亿美元,背后有500亿美元的AI基础设施订单积压支持。 https://slicast.com/ko/article/199eemb Slicast ko 2026-10-07T14:45:00.000Z Lambda Labs는 $50 billion 규모의 AI 인프라 주문 백로그를 바탕으로 $4 billion IPO를 추진하고 있습니다. https://slicast.com/article/9o97h2 Slicast en 2026-10-07T14:44:00.000Z Alabama establishes an automatic-approval framework for data center grid interconnection contracts if regulators fail to vote within 90 days. https://slicast.com/zh/article/9o97h2 Slicast zh-cn 2026-10-07T14:44:00.000Z 阿拉巴马州确立了自动批准框架:若监管机构90天内未投票,数据中心电网互联合同自动批准。 https://slicast.com/ko/article/9o97h2 Slicast ko 2026-10-07T14:44:00.000Z 앨라배마는 규제 당국이 90일 내에 투표 결정을 내리지 못할 경우 데이터 센터 전력망 상호연결 계약의 자동 승인 체계를 수립한다. https://slicast.com/article/1ysk6z6 Slicast en 2026-10-07T14:38:00.000Z Bitfarms, a major Bitcoin miner, pivots computing capacity toward AI and high-performance computing as mining power economics deteriorate. https://slicast.com/zh/article/1ysk6z6 Slicast zh-cn 2026-10-07T14:38:00.000Z 主要比特币矿商Bitfarms因采矿经济效益恶化而将计算容量转向AI和高性能计算。 https://slicast.com/ko/article/1ysk6z6 Slicast ko 2026-10-07T14:38:00.000Z Bitfarms는 채굴 경제성 악화에 따라 컴퓨팅 용량을 AI 및 고성능 컴퓨팅으로 전환하는 주요 비트코인 채굴 기업입니다. https://slicast.com/article/12vdjig Slicast en 2026-10-07T14:37:43.000Z Virginia's Lieutenant Governor opposes the NextEra Energy–Dominion Energy merger, citing utility consolidation concerns. https://slicast.com/zh/article/12vdjig Slicast zh-cn 2026-10-07T14:37:43.000Z 弗吉尼亚州副州长反对NextEra Energy与Dominion Energy合并,引用公用事业整合担忧。 https://slicast.com/ko/article/12vdjig Slicast ko 2026-10-07T14:37:43.000Z 버지니아 부주지사가 전력 통합 우려를 이유로 NextEra Energy–Dominion Energy 합병에 반대한다. https://slicast.com/article/gbnnvu Slicast en 2026-10-07T14:35:23.000Z Applied Digital reports quarterly earnings, providing visibility into AI infrastructure provider demand and margin trends. https://slicast.com/zh/article/gbnnvu Slicast zh-cn 2026-10-07T14:35:23.000Z Applied Digital报告季度收益,提供对AI基础设施提供商需求和利润趋势的可见性。 https://slicast.com/ko/article/gbnnvu Slicast ko 2026-10-07T14:35:23.000Z Applied Digital이 분기 실적을 보고하며 AI 인프라 제공업체의 수요 및 마진 추세에 대한 가시성을 제공합니다. https://slicast.com/article/pc37g6 Slicast en 2026-10-07T14:30:00.000Z Magnetic components technology for next-generation AI data center power delivery systems. https://slicast.com/zh/article/pc37g6 Slicast zh-cn 2026-10-07T14:30:00.000Z 为下一代AI数据中心设计的高级磁性组件技术。 https://slicast.com/ko/article/pc37g6 Slicast ko 2026-10-07T14:30:00.000Z 차세대 AI 데이터 센터 전력 공급 시스템용 자성 부품 기술 https://slicast.com/article/1vlme61 Slicast en 2026-10-07T14:28:19.000Z B. Riley adjusts HPC sector estimates and expresses analyst preference for Core Scientific and TeraWulf. https://slicast.com/zh/article/1vlme61 Slicast zh-cn 2026-10-07T14:28:19.000Z B. Riley调整HPC行业估值并看好Core Scientific和TeraWulf。 https://slicast.com/ko/article/1vlme61 Slicast ko 2026-10-07T14:28:19.000Z B. Riley가 HPC 섹터 추정치를 조정하고 Core Scientific과 TeraWulf에 대한 애널리스트 선호를 표명했다. https://slicast.com/article/mgh3hy Slicast en 2026-10-07T14:25:09.000Z Wall Street arranges $27 billion in financing for Meta's Hyperion hyperscale AI data center campus. https://slicast.com/zh/article/mgh3hy Slicast zh-cn 2026-10-07T14:25:09.000Z 华尔街为Meta的Hyperion AI数据中心园区安排了270亿美元融资。 https://slicast.com/ko/article/mgh3hy Slicast ko 2026-10-07T14:25:09.000Z Wall Street가 Meta의 Hyperion hyperscale AI 데이터센터 캠퍼스용 $27 billion 자금조달을 주선 https://slicast.com/article/n6cqag Slicast en 2026-10-07T14:25:00.000Z AI infrastructure capex spending surges 116% year-over-year as S&P 500 Q3 earnings forecast rises 27% to record. https://slicast.com/zh/article/n6cqag Slicast zh-cn 2026-10-07T14:25:00.000Z AI基础设施资本支出同比增长116%，S&P 500第三季度盈利预计上升27%至记录水平。 https://slicast.com/ko/article/n6cqag Slicast ko 2026-10-07T14:25:00.000Z AI 인프라 자본 지출이 전년 대비 116% 급증하며 S&P 500 Q3 실적 전망이 27% 올라 기록을 경신했다. https://slicast.com/article/1csmjy0 Slicast en 2026-10-07T14:19:55.000Z Scottish castle site selected for 600MW hyperscale data center; developer pledges to incorporate historic brickwork into the campus. https://slicast.com/zh/article/1csmjy0 Slicast zh-cn 2026-10-07T14:19:55.000Z 苏格兰古堡地产被选中建设600MW超大规模数据中心；开发商承诺纳入历史砖石元素。 https://slicast.com/ko/article/1csmjy0 Slicast ko 2026-10-07T14:19:55.000Z 스코틀랜드 성 부지가 600MW 초대형 데이터 센터 건설을 위해 선정되었으며, 개발사는 역사적 벽돌 건축을 캠퍼스에 통합할 것을 약속했다. https://slicast.com/article/1icurmz Slicast en 2026-10-07T13:59:36.000Z Mistral AI (French LLM company) scouts UAE as location for data center buildout and operational presence. https://slicast.com/zh/article/1icurmz Slicast zh-cn 2026-10-07T13:59:36.000Z 法国LLM公司Mistral AI勘察阿联酋作为AI数据中心建设和运营基地。 https://slicast.com/ko/article/1icurmz Slicast ko 2026-10-07T13:59:36.000Z Mistral AI (프랑스 LLM 회사), UAE 데이터 센터 구축 및 운영 거점 물색 https://slicast.com/article/157suud Slicast en 2026-10-07T13:53:24.000Z Anthropic exploring Samsung Electronics' 2nm process node for fabrication of custom AI accelerators. https://slicast.com/zh/article/157suud Slicast zh-cn 2026-10-07T13:53:24.000Z Anthropic计划在三星电子的2nm工艺节点上制造定制AI加速器。 https://slicast.com/ko/article/157suud Slicast ko 2026-10-07T13:53:24.000Z Anthropic이 Samsung Electronics의 2nm 프로세스 노드를 사용한 커스텀 AI 가속기 제조를 탐색 중이다. https://slicast.com/article/1mm712c Slicast en 2026-10-07T13:52:26.000Z Infineon Technologies and ZuriQ (Swiss quantum startup) deepen partnership on development of scalable quantum computing chips. https://slicast.com/zh/article/1mm712c Slicast zh-cn 2026-10-07T13:52:26.000Z 英飞凌科技与瑞士量子初创公司ZuriQ深化合作，推进可扩展量子芯片开发。 https://slicast.com/ko/article/1mm712c Slicast ko 2026-10-07T13:52:26.000Z Infineon Technologies와 ZuriQ (스위스 양자 스타트업)가 확장 가능한 양자 컴퓨팅 칩 개발 파트너십을 강화한다. https://slicast.com/article/m68iup Slicast en 2026-10-07T13:52:00.000Z Pennsylvania lawmakers and utility regulators review state power grid capacity constraints amid rapid AI data center expansion. https://slicast.com/zh/article/m68iup Slicast zh-cn 2026-10-07T13:52:00.000Z 宾州立法者和能源官员在数据中心迅速增长背景下审查州电网容量。 https://slicast.com/ko/article/m68iup Slicast ko 2026-10-07T13:52:00.000Z 펜실베이니아 입법자들과 전력 규제 당국이 AI 데이터센터 급속 확장에 따른 주 전력망 용량 제약을 검토합니다. https://slicast.com/article/fhg3sf Slicast en 2026-10-07T13:49:06.000Z Penguin Solutions (AI compute infrastructure provider) shares surge 16% following earnings beat and raised 2027 revenue guidance. https://slicast.com/zh/article/fhg3sf Slicast zh-cn 2026-10-07T13:49:06.000Z AI计算基础设施提供商Penguin Solutions因盈利超预期和上调2027年销售指引而股价飙升16%。 https://slicast.com/ko/article/fhg3sf Slicast ko 2026-10-07T13:49:06.000Z 펭귄 솔루션스(에이아이 컴퓨팅 인프라 제공업체) 주가 16% 급등, 실적 호조 및 2027년 수익 전망 상향 https://slicast.com/article/29gcm9 Slicast en 2026-10-07T13:44:31.000Z HPE launches four ProLiant Gen13 server configurations powered by AMD EPYC Venice processors for AI workloads. https://slicast.com/zh/article/29gcm9 Slicast zh-cn 2026-10-07T13:44:31.000Z HPE推出采用AMD EPYC Venice处理器的四款ProLiant Gen13服务器。 https://slicast.com/ko/article/29gcm9 Slicast ko 2026-10-07T13:44:31.000Z HPE가 AI 워크로드용 AMD EPYC Venice 프로세서를 탑재한 ProLiant Gen13 서버 4가지 구성을 출시했다. https://slicast.com/article/1s1cxsm Slicast en 2026-10-07T13:37:48.000Z HPE Accelerates Enterprise AI Innovation With Next-Generation AMD CPU-Powered Servers https://slicast.com/zh/article/1s1cxsm Slicast zh-cn 2026-10-07T13:37:48.000Z HPE用新一代AMD CPU服务器加速企业AI创新 https://slicast.com/ko/article/1s1cxsm Slicast ko 2026-10-07T13:37:48.000Z HPE, 차세대 AMD CPU 탑재 서버로 기업 AI 혁신 가속화 https://slicast.com/article/h0i70x Slicast en 2026-10-07T13:35:00.000Z Broadcom stock advances as demand for custom AI chips remains robust across networking and silicon segments. https://slicast.com/zh/article/h0i70x Slicast zh-cn 2026-10-07T13:35:00.000Z Broadcom股价因定制AI芯片需求保持强劲而上升。 https://slicast.com/ko/article/h0i70x Slicast ko 2026-10-07T13:35:00.000Z 브로드컴 주가가 네트워킹 및 실리콘 부문의 견고한 맞춤형 AI 칩 수요에 힘입어 상승한다. https://slicast.com/article/omql4v Slicast en 2026-10-07T13:31:19.000Z Broadcom restructures VMware channel while Wall Street organizes $60 billion AI infrastructure financing bridge. https://slicast.com/zh/article/omql4v Slicast zh-cn 2026-10-07T13:31:19.000Z Broadcom收紧VMware渠道，华尔街同时筹组600亿美元AI融资桥。 https://slicast.com/ko/article/omql4v Slicast ko 2026-10-07T13:31:19.000Z Broadcom이 VMware 채널을 재편하는 한편 Wall Street는 $60 billion AI 인프라 금융 브릿지 조성을 주도한다. https://slicast.com/article/scsu1e Slicast en 2026-10-07T13:30:00.000Z Power supply unit optimization techniques for next-generation AI data centers handling multi-megawatt electrical loads. https://slicast.com/zh/article/scsu1e Slicast zh-cn 2026-10-07T13:30:00.000Z 为下一代AI数据中心优化电源供应单元以应对多兆瓦电力负载。 https://slicast.com/ko/article/scsu1e Slicast ko 2026-10-07T13:30:00.000Z 다중 메가와트 전기 부하를 처리하는 차세대 AI 데이터 센터용 전원 공급 장치 최적화 기법 https://slicast.com/article/u7nike Slicast en 2026-10-07T13:29:35.000Z Volt Harbor deploys modular AC battery energy storage system (MAC-BESS) for data center peak shaving and grid support applications. https://slicast.com/zh/article/u7nike Slicast zh-cn 2026-10-07T13:29:35.000Z Volt Harbor推出模块化交流电池储能系统（MAC-BESS）用于数据中心和电网应用。 https://slicast.com/ko/article/u7nike Slicast ko 2026-10-07T13:29:35.000Z Volt Harbor가 데이터 센터 피크 저감 및 그리드 지원용 모듈식 AC 배터리 에너지 저장 시스템(MAC-BESS)을 배포합니다. https://slicast.com/article/r335ir Slicast en 2026-10-07T13:25:59.000Z Malaysia navigates geopolitical pressure to maintain technology neutrality amid US-China AI chip export controls. https://slicast.com/zh/article/r335ir Slicast zh-cn 2026-10-07T13:25:59.000Z 马来西亚在美中AI芯片出口管制中努力保持技术中立。 https://slicast.com/ko/article/r335ir Slicast ko 2026-10-07T13:25:59.000Z 말레이시아는 US-China AI 칩 수출 통제 속에서 기술 중립성을 유지하기 위해 지정학적 압력에 대응한다. https://slicast.com/article/bvnc9t Slicast en 2026-10-07T13:13:24.000Z Gulf region data-center infrastructure development emphasizing resilience, redundancy, and sovereign compute capabilities for AI workloads. https://slicast.com/zh/article/bvnc9t Slicast zh-cn 2026-10-07T13:13:24.000Z 海湾地区数据中心基础设施强调弹性、冗余和主权计算能力以应对AI工作负载。 https://slicast.com/ko/article/bvnc9t Slicast ko 2026-10-07T13:13:24.000Z 걸프 지역 데이터센터 인프라 개발로 복원력, 이중화, AI 워크로드용 자주적 컴퓨팅 역량을 강조합니다. https://slicast.com/article/uh0oz0 Slicast en 2026-10-07T13:12:06.000Z Georgia Tech launches Institute for Matter and Systems (IMS) to advance quantum computing research and commercialization pathways. https://slicast.com/zh/article/uh0oz0 Slicast zh-cn 2026-10-07T13:12:06.000Z 乔治亚理工学院启动物质与系统研究所（IMS）推进量子计算研究。 https://slicast.com/ko/article/uh0oz0 Slicast ko 2026-10-07T13:12:06.000Z Georgia Tech는 양자 컴퓨팅 연구 및 상용화 경로를 진전시키기 위해 Institute for Matter and Systems (IMS)를 출범했다. https://slicast.com/article/u8zs1a Slicast en 2026-10-07T13:05:00.000Z CoreWeave announces a multi-billion-dollar AI data center in Navi Mumbai, India, marking its entry into the Indian market. https://slicast.com/zh/article/u8zs1a Slicast zh-cn 2026-10-07T13:05:00.000Z CoreWeave宣布在印度纳维孟买建设数十亿美元级AI数据中心，标志其进入印度市场。 https://slicast.com/ko/article/u8zs1a Slicast ko 2026-10-07T13:05:00.000Z CoreWeave가 인도 나비뭄바이에 수십억 달러 규모의 AI 데이터 센터를 발표했으며, 이는 인도 시장으로의 진출을 의미한다. https://slicast.com/article/9lidtg Slicast en 2026-10-07T12:50:41.000Z Denmark's parliament adopts an emergency electricity plan that deprioritizes data center grid connections during energy constraints. https://slicast.com/zh/article/9lidtg Slicast zh-cn 2026-10-07T12:50:41.000Z 丹麦议会通过应急电力计划，在能源受限期间对数据中心电网连接进行降级。 https://slicast.com/ko/article/9lidtg Slicast ko 2026-10-07T12:50:41.000Z 덴마크 의회가 에너지 부족 시 데이터센터의 전력망 연결 우선순위를 낮추는 긴급 전기 계획을 채택했다. https://slicast.com/article/1qtgkyf Slicast en 2026-10-07T12:41:00.000Z New LandGate Analysis Identifies North Dakota as Emerging AI Data Center Hotspot Driven by Low Power Costs and Grid Capacity https://slicast.com/zh/article/1qtgkyf Slicast zh-cn 2026-10-07T12:41:00.000Z 北达科他州因电力成本低成为AI数据中心热点 https://slicast.com/ko/article/1qtgkyf Slicast ko 2026-10-07T12:41:00.000Z New LandGate 분석, 저렴한 전력 비용과 전력망 용량을 바탕으로 노스다코타주를 떠오르는 AI 데이터센터 거점으로 지목 https://slicast.com/article/20ay97 Slicast en 2026-10-07T12:35:53.000Z Infineon completes acquisition of C2i Semiconductors to strengthen its portfolio of power management solutions for AI data centers. https://slicast.com/zh/article/20ay97 Slicast zh-cn 2026-10-07T12:35:53.000Z 英飞凌完成对C2i Semiconductors的收购，以增强其AI数据中心电源管理解决方案组合。 https://slicast.com/ko/article/20ay97 Slicast ko 2026-10-07T12:35:53.000Z Infineon이 C2i Semiconductors의 인수를 완료하여 AI 데이터 센터용 전력 관리 솔루션 포트폴리오를 강화합니다. https://slicast.com/article/cntpce Slicast en 2026-10-07T12:31:02.000Z SK Hynix encounters technical difficulties in HBM hybrid bonding processes, falling behind Samsung's progress. https://slicast.com/zh/article/cntpce Slicast zh-cn 2026-10-07T12:31:02.000Z SK海力士在HBM混合键合工艺中遇到技术难题，落后于三星进度。 https://slicast.com/ko/article/cntpce Slicast ko 2026-10-07T12:31:02.000Z SK Hynix가 HBM 하이브리드 본딩 공정의 기술 문제로 삼성에 뒤떨어지고 있다. https://slicast.com/article/1m6efuf Slicast en 2026-10-07T12:25:58.000Z Digital Realty begins construction of the 24 MW KIX15 data center in Osaka, Japan. https://slicast.com/zh/article/1m6efuf Slicast zh-cn 2026-10-07T12:25:58.000Z Digital Realty开始在日本大阪建设24 MW级KIX15数据中心。 https://slicast.com/ko/article/1m6efuf Slicast ko 2026-10-07T12:25:58.000Z Digital Realty가 오사카, 일본의 24 MW KIX15 데이터센터 건설을 시작합니다. https://slicast.com/article/1sggaif Slicast en 2026-10-07T12:23:13.000Z Kentucky Power expands its power supply contract with TeraWulf's data center facility. https://slicast.com/zh/article/1sggaif Slicast zh-cn 2026-10-07T12:23:13.000Z 肯塔基电力公司扩大与TeraWulf数据中心设施的电力供应合同。 https://slicast.com/ko/article/1sggaif Slicast ko 2026-10-07T12:23:13.000Z Kentucky Power는 TeraWulf 데이터 센터 시설과의 전력 공급 계약을 확대합니다. 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/qgrbnt Slicast en 2026-10-07T12:03:49.000Z CoreWeave Enters India, Expanding AI Cloud Platform With AdaniConneX https://slicast.com/zh/article/qgrbnt Slicast zh-cn 2026-10-07T12:03:49.000Z CoreWeave进入印度携手AdaniConneX扩展AI云 https://slicast.com/article/137kvb6 Slicast en 2026-10-07T12:00:00.000Z Baidu files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/137kvb6 Slicast zh-cn 2026-10-07T12:00:00.000Z Baidu 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/137kvb6 Slicast ko 2026-10-07T12:00:00.000Z Baidu, 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1fpjzz5 Slicast en 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd files 6-K: foreign-issuer report (6-K) https://slicast.com/zh/article/1fpjzz5 Slicast zh-cn 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd 提交 6-K：外国发行人报告(6-K) https://slicast.com/ko/article/1fpjzz5 Slicast ko 2026-10-07T12:00:00.000Z Alibaba Group Holding Ltd 6-K 제출: 외국 발행사 보고서(6-K) https://slicast.com/article/1ppkiyx Slicast en 2026-10-07T12:00:00.000Z Applied Digital files 10-Q: quarterly report (10-Q) https://slicast.com/zh/article/1ppkiyx Slicast zh-cn 2026-10-07T12:00:00.000Z Applied Digital 提交 10-Q：季度报告(10-Q) https://slicast.com/ko/article/1ppkiyx Slicast ko 2026-10-07T12:00:00.000Z Applied Digital, 10-Q 분기 보고서 제출 https://slicast.com/article/1xito5f Slicast en 2026-10-07T12:00:00.000Z Applied Digital files 8-K: results of operations https://slicast.com/zh/article/1xito5f Slicast zh-cn 2026-10-07T12:00:00.000Z Applied Digital 提交 8-K：重大事件 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