If we stand on the side where 'all winners must pay', it seems that data centers have different players, while electricity plays a role with absolute barriers? What do you think?

Longbridge - 辰逸
辰逸

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🚨📊 Blackstone's Jon Gray made a rare and clear statement: The real main battlefield of AI is not the model, but "power + data centers". If you were previously skeptical about targets like $IREN(IREN.US), $Nebius(NBIS.US), $Cipher Digital(CIFR.US), this statement itself is an institutional-level confirmation signal. Blackstone Group President and COO Jon Gray recently stated very directly: "Everything starts with picks and shovels, like chips, data centers, and large-scale power." "We must really focus on these two key areas." This is not the judgment of a technology optimist...

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