vincent(@SPCX100T):There were already bottlenecks — memory and others. This round of tighter regulation on ground data center construction actually gives SpaceX’s ground data centers smoother progress and lower-cost builds. So going forward, investors in AI-related industries need to think carefully. If you just chase the bottleneck, you might not get the returns you originally projected. One more point: from here on, all the neoclouds will basically be marginalized. It’s not just about their bonds — it’s that their capital, technology, and talent simply can’t compete with the big players. So this type of investment, I’ve never recommended from the start.

2026.11.06 06:40

There were already bottlenecks — memory and others. This round of tighter regulation on ground data center construction actually gives SpaceX’s ground data centers smoother progress and lower-cost builds. So going forward, investors in AI-related industries need to think carefully. If you just chase the bottleneck, you might not get the returns you originally projected. One more point: from here on, all the neoclouds will basically be marginalized. It’s not just about their bonds — it’s that their capital, technology, and talent simply can’t compete with the big players. So this type of investment, I’ve never recommended from the start.

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