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“If your differentiation lives mostly in UI [user interface] and automation, that’s no longer enough,” he said. “The barrier to entry has dropped, which makes building a real moat much harder.”。新收录的资料对此有专业解读
。新收录的资料对此有专业解读
Publication date: 10 March 2026。关于这个话题，新收录的资料提供了深入分析
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He questions whether cheaper alternatives are available, whether the data center demand it’s designed to serve will truly materialize and why grid operators want to import power into a state that, as a large power producer, normally exports it.