Bijan Alizadeh@alizadeh_bijan · 2026/03/30观点输出https://t.co/VsteApWvZm
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bijan Alizadeh@alizadeh_bijan · 2026/03/30赛道影响Deloitte makes a key point: AI is becoming constrained by infrastructure, not models. Data centres can be built in 2 years. Grid access can take 10. Energy, permitting and location will define where value sits. The AI race is now a power and infrastructure race.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Bijan Alizadeh@alizadeh_bijan · 2026/03/25观点输出https://t.co/rtKt03PQ1j
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bijan Alizadeh@alizadeh_bijan · 2026/03/25赛道影响As the AI stack fragments, capital is flowing toward a new layer of infrastructure companies sitting between chip manufacturers and hyperscale platforms. Meta's $27 billion commitment to Nebius is a signal of that shift. This is the next significant part of value creation. https://t.co/LQkStDi74c
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Bijan Alizadeh@alizadeh_bijan · 2026/03/18观点输出https://t.co/3lITD3VIvS
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bijan Alizadeh@alizadeh_bijan · 2026/03/18赛道影响As AI moves to the edge, connectivity infrastructure becomes part of the stack. A great example is AT&T committing $250B to US fiber, 5G and satellite networks through 2030. The data centre buildout gets the attention. The network layer beneath it is quietly just as important.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Bijan Alizadeh@alizadeh_bijan · 2026/03/17观点输出https://t.co/7rizFyyUkq
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bijan Alizadeh@alizadeh_bijan · 2026/03/17赛道影响Think we are going to see more of these stories soon. The UK electricity grid connection queue grew 460% in the first half of 2025, largely due to AI data centres. AI is often framed as software, but its expansion depends on infrastructure, energy, compute and long-term capital.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Bijan Alizadeh@alizadeh_bijan · 2026/03/13观点输出https://t.co/nZzAPH5KxK
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bijan Alizadeh@alizadeh_bijan · 2026/03/13赛道影响The AI infrastructure debate focuses on compute and software. That's where the mispricing is.
Power and permitting are as much of a constraint as GPUs. The investors who win won't be closest to the model layer. They'll be closest to the grid.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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