From Teacher Meng Yan's analysis of AI resource structure, we can summarize a clear main axis (four levels).

Physical level: Energy supply rights, chip manufacturing capabilities, computing power infrastructure

Institutional level: Financial licenses, data monopoly rights

Discursive power level: Core company equity, social influence, interpretative power

Monetary level: Issuance and settlement network of universal currency

Understanding these four layers is an important foundation for analyzing AI projects.

For example, the current mainstream narrative in the market views GPU computing power as the core bottleneck of AI development, which is certainly not wrong. However, if we dig one layer deeper, we find that the expansion of GPUs is constrained by energy supply.

This is not a guess, but a physical constraint.

The energy consumption cost of data centers accounts for 40%–60% of operating expenses

The stable operation of GPU clusters relies on industrial-grade power supply

Chips rely on computing power, and computing power relies on energy.

Energy is at the very bottom of the entire supply chain.

It is based on this insight that RAX Finance's positioning becomes particularly clear.

RAX is not just a computing power leasing platform; it is building an "asset market for AI vertical stack."

The so-called "vertical stack" refers to RAX covering the complete chain from GPU chipsets to power supply and tokenizing it.

This allows ordinary investors to indirectly hold core resources of the AI era.

Finally, congratulations to RAX for surpassing 250,000 transactions on the BSC mainnet.

This is not just a milestone in operational data.

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