How should we understand Lao Ma's statement? The data center is built, the GPU racks are purchased and installed, but the power supply is unavailable. It becomes a partially completed data center, and these installed racks become idle computing resources. Is the power shortage getting bigger and bigger? This is also within the framework of the data center timeline discussed before (https://(x.com)/qinbafrank/status/2086749504129372432?s=46&t=k6rimWsEbo2D2tXolYcM-A), starting in the third quarter of last year with the AI infrastructure capital expenditure boom: 1) The entire data center construction process, from site selection and obtaining administrative permits to civil engineering and power infrastructure, takes about a year. Then, installing racks, servers, cabling, and network debugging takes another few months. 2) Then comes the stage of actually connecting the data centers to the power grid. Therefore, based on this timeline, the capital expenditures invested starting in the second half of last year will gradually enter the stage requiring power connection and actual operation in the second half of this year. Data centers completed next year will require even more power (the capital expenditures for next year's completion correspond to this year's). Once the data center infrastructure is completed, if it can't be powered, the installed equipment will be idle. Whoever holds the power contracts, whoever can solve the power problem, and whoever can get the power equipment powered and operational will be highly sought after.