小龙先生
小龙先生|6月 23, 2026 17:20
In the next decade, the track that is truly worth investing in is the construction of physical AI and AI civilization infrastructure. In the next decade, 99% of people will bet on the wrong wealth track. The vast majority of people still flock to real estate, gold, short-term themed stocks, and speculative counterfeit currencies, indulging in short-term speculation and chasing short-term popularity. The real huge profits are hidden in the underlying essential physical assets that support the operation of global AI and are overlooked by the public, especially the hard core infrastructure driven by both ground computing power and space computing power. 1. Power grid infrastructure AI computing power centers, new energy vehicles, and new energy industries are all major power consumers. The focus of profitability is not on traditional power generation, but on transmission, distribution, and smart grid equipment. Electricity will become the most scarce production resource in the long term of the entire era, and ground and space computing power will rely entirely on stable grid supply. 2. Copper, the core lifeline of industry The comprehensive increase in copper demand for new energy, ground computing power, satellite circuits, and inter satellite communication cables; The exploration and mining of copper mines have a production cycle of more than ten years, and the expansion speed of supply cannot keep up with the explosive demand of the industry, which will usher in a super long ten-year boom cycle. 3. Nuclear power The power supply of wind and solar power generation fluctuates greatly, and both ground supercomputer rooms and future in orbit space computing power clusters require uninterrupted and stable energy supply around the clock. Nuclear power will undertake the massive computing power energy gap and usher in a new development dividend. 4. Space computing infrastructure and strategic core materials Ground computing power is limited by multiple ceilings such as land, heat dissipation, electricity, and environmental regulations. The space distributed computing power constellation is the ultimate expansion direction of the AI industry, and the entire industry chain has long-term rigid increments -Infrastructure: low orbit computing power satellite cluster, onboard anti radiation AI chips, inter satellite high-speed laser communication network, space flexible photovoltaic energy system, in orbit thermal control and cooling platform, rocket batch launch supporting facilities; -Irreplaceable core materials: gallium, germanium (core materials for space photovoltaics and on-board semiconductors), special ultra-thin radiation resistant silicon wafers, tantalum tungsten radiation shielding alloys, lightweight aerospace aluminum lithium alloys, niobium high-temperature propulsion alloys. Countries around the world are accelerating the deployment of million level satellite computing power networks, and upstream mineral and aerospace hardware production capacity cannot be quickly released in the short term, resulting in a long-term supply-demand gap. 5. Aluminum, the new generation of industrial main material New energy vehicles, photovoltaic energy storage, aerospace, satellite lightweight shells, and on-board heat dissipation panels all rely on aluminum lightweight upgrades, and the demand for the entire industry chain continues to rise in the long term. The true order of future wealth is no longer gold, stocks, or speculative currencies, but electricity, copper, stable base load energy, space computing power hard materials, and global industrial main materials. Remember one sentence, making money in the future is not about what is currently the hottest, but about the fundamental needs that are essential for laying out human AI civilization and the world's computing power system.
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