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招商证券的一份报告揭示了一个巨大的供需错配：美国电力系统正经历70年代以来最大规模更新，叠加AI用电激增，但他们的电网装备企业高压变压器排期已经到了2030年。于是，德克萨斯州等地电网运营商急眼了，一口气批了750亿美元的输电扩建计划，要搞765kV超高压线路。
，这一点在PDF资料中也有详细论述
The MCB chain acts somewhat like a linked list, but it is not a linked list. Instead of using some kind of a link pointer to the next item in the chain, the chain structure is implied by the location and size of the memory blocks. The memory blocks can only be processed in strictly ascending order and there cannot be any gaps between them.
Most people think of verification as a cost, a tax on development, justified only for safety-critical systems. That framing is outdated. When AI can generate verified software as easily as unverified software, verification is no longer a cost. It is a catalyst.
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