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The momentum behind the construction of AI data centers is picking up speed, with the capabilities for power supply and equipment delivery emerging as pivotal determinants influencing project activation. As large-scale overseas power supply projects make headway, the potential applications of solid oxide fuel cells (SOFCs) and the investment appeal of their supporting domestic enterprises have captured widespread interest. Analysts highlight that SOFCs boast the benefits of modular deployment and swift delivery times, positioning them to effectively cater to the escalating power requirements of data centers. Key metrics such as order fulfillment, revenue expansion, and profit generation will serve as crucial benchmarks for assessing the investment potential within the industry chain.
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