This question is difficult to elaborate on in detail. However, it has indeed been discussed in some small offline gatherings. Due to regulatory reasons, the actual procurement quantities may not be accurate. Of course, the advantages of open-source are undeniable, and the idea of "standing on the shoulders of giants" is something they themselves acknowledge. However, the trend of AI development will not stop, and the Trump administration's support for AI in the U.S. will only continue to strengthen.

Therefore, I do not see any long-term factors that would cause AI to "fall behind." It seems more related to dissatisfaction with Nvidia's high PE and high prices, but there are no better alternatives in the market. Some friends believe that this will reduce Nvidia's shipments, but I think it might be the opposite; as the industry develops, the underlying infrastructure becomes increasingly important.

The same goes for cryptocurrencies. I absolutely do not believe that BTC represents the entire cryptocurrency industry. A large number of public chain protocols also provide ecological support for #Bitcoin.

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