第三，是高竞争壁垒。在纯模型能力趋于同质化的当下，硬件构成了最直观的差异化壁垒。优秀的工业设计、紧密的软硬结合能力、独特的传感器阵列、乃至与时尚品牌的联名，这些要素共同构成了一个可被专利保护、难以被代码简单复制的物理实体。
自建燃气电站、小型核电、风光储微电网，初始投入动辄数十亿美元。电力从“按月缴费的可变成本”，变成“先砸钱再谈算力”的刚性前置投入。中小AI公司直接失去入场资格，行业将进一步向拥有能源资本的巨头集中。
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Ring-2.5-1T 万亿思考模型 + Tbox：当深度推理遇上知识沉淀，我的生产力发生了什么质变？
Advocacy groups like the Center for Democracy and Technology (CDT) quickly came out against the president’s threats. “This action sets a dangerous precedent. It chills private companies’ ability to engage frankly with the government about appropriate uses of their technology, which is especially important in national security settings that so often have reduced public visibility,” said CDT President and CEO Alexandra Givens, in a statement shared with Engadget. “These threats undermine the integrity of the innovation ecosystem, distort market incentives and normalize an expansive view of executive power that should worry Americans all across the political spectrum.”