Ben Bajarin· @BenBajarin · X·· 3 小时前AI 评分42
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CS Atlas 研究简报，通过我们的追踪数据详细分析其影响，以及土地与电力方案提供商的可能境况。 净结论——已签约电力的价值如今更高了。
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Research note in CS Atlas, detailing the impact via our trackers and how land power shell providers likely fair.
Net - the value of contracted power is now higher.
We expect slower data center permits and higher compliance costs after the midterms. That favors operators able to fund power and wait through delays. Our Atlas note separates operating sites from the next wave of projects: https://atlas.creativestrategies.com/notes?note=post-midterm-data-center-power-policy在 X 查看被引用的帖子
来源：Ben Bajarin · x.com