I think you're placing much too much emphasis on the "electricity" comment, which I admit was an overstatement. But the description of the economics driving data center deals is quite parseable for someone familiar with the financial structure of the AI industry.
As for the rest, if you point out the parts that you don't understand, I'd be happy to elaborate.
I think you're placing much too much emphasis on the "electricity" comment, which I admit was an overstatement. But the description of the economics driving data center deals is quite parseable for someone familiar with the financial structure of the AI industry.
As for the rest, if you point out the parts that you don't understand, I'd be happy to elaborate.