While global investors are still focused on NVIDIA (NVDA)'s earnings report, MRVL (Marvell Technology)'s quiet surge has released a clear signal: In the second half of the AI race, the focus is shifting to the AI Infra (infrastructure) supply chain.

This is no longer just a single breakthrough in computing power chips, but a systemic reassessment covering seven core sectors including wafer foundry, optical communication, energy cooling, and cloud services.

I. Panorama Insight: The "capillaries" of the AI factory are appreciating

According to the latest "AI Factory Ecosystem Panoramic View," we can clearly see the value transmission path of the AI industry:

II. Dimensional Reduction Strike: OKX Wallet RWA opens the "On-Chain US Stocks" era

For Web3 users, traditional US stock investment faces pain points such as complicated account creation, limited trading hours, and slow fund transfers. The OKX Wallet, through RWA (Real World Assets), brings 32 popular AI supply chain US stocks on-chain.

Why choose to lay out AI RWA in the OKX Wallet?

1. 24/7 round-the-clock trading: Say goodbye to US stock market opening and closing restrictions; buy and sell anytime, whether late at night or on weekends.

2. Extremely high capital efficiency: Assets exist in token form and can directly participate in on-chain lending or staking to achieve yield stacking.

3. Data is transparent and traceable: The underlying support and on-chain liquidity of each RWA asset are openly transparent.

III. Data Insights: Who is the "popularity king" in the on-chain AI track?

Through the OKX Wallet's "AI Star Stocks" list, we can gain insights into the true flow of Web3 funds:

• NVDAx (NVIDIA RWA): The number of holding addresses reached 25.29K, with a market cap exceeding $35M, still the strongest consensus variety.
• TSLAx (Tesla RWA): Market cap as high as $59.19M, showing investors' long-term optimism towards the narrative of AI robots and autonomous driving.
• CRCLx: Number of holding addresses reached 11.96K, becoming a dark horse in the recent AI infrastructure sector.

Practical Advice: Pay attention to the changes in "number of holding addresses" and "transaction volume." When traditional US stocks like MRVL show movement in the secondary market, on-chain RWA often provides more flexible arbitrage or layout opportunities.

IV. Conclusion: Embrace the dual benefits of AI and Web3

The reassessment of AI infrastructure has just begun. Through the OKX Wallet, you are not just investing in a company; you are participating in a technological revolution that changes the course of human civilization.

Risk Warning: Investing in US stocks still carries market risks, regulatory risks, and compliance risks with local laws and regulations (especially foreign exchange controls, overseas investment declaration, etc.).

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