Shocked! Truly intelligent people no longer study 'AI applications'! But rather the infrastructure of the next generation of civilization. And this is likely to be the core wealth code for the next decade. Most ordinary people still understand AI at the surface level. But the truly top players are no longer in this dimension. What they started researching was something more fundamental, hardcore, and terrifying. For example: electricity GPU、 Optical modules, data centers, energy storage, AI robots, industrial automation, energy systems in the AI era, etc. That's also why Sun Yuchen has repeatedly emphasized a sentence recently: Short term chip shortage, long-term energy shortage, and permanent storage shortage After the true large-scale outbreak of AI, the biggest problem facing humanity may no longer be the model itself, but rather the inability of the entire real world to support AI civilization. For a more in-depth analysis and investment track recommendations, please refer to the following article