Nvidia CEO Lao Huang said in a conference call that agents have reached a turning point, and computing power is directly converted into revenue. Huang Renxun believes that without computing power, it is impossible to generate tokens, and without tokens, revenue growth cannot be achieved. The huge capital expenditures of cloud service providers will ultimately be directly converted into income. What is the turning point? It is a sloping exponential curve. Once agents become popular, similar to OpenClaw lobster becoming a standard workflow for employees in various companies, the consumption of tokens will increase tenfold, and the corresponding storage demand will also increase several times, far beyond the expansion plans of the AI storage giants.