During the National Day holiday, I listened to quite a few news reports and comments related to AI, which deepened my understanding of the significance and impact of the AI era.
I remember writing in a previous article that my earlier understanding of AI was quite lacking. However, I later found that whenever I heard or saw the latest developments in the AI field, I still realized my understanding of this area was quite insufficient.
The so-called "insufficiency" translates to a very practical level where I occasionally discover that AI has also changed the XX field, and I never expected that the XX field would have huge opportunities for at least the next five years.
Seeing these opportunities broadens my perspective beyond just well-known companies like NVIDIA; it not only expands my horizons but also brings a much calmer mindset.
During the National Day holiday, I came across the following news:
- Europe is starting to seriously address its gap in the AI field compared to the United States and China.
In the past 30 years, Europe has almost missed all new technologies and revolutions: the internet, mobile internet, and the crypto ecosystem, all of which have fallen behind its former rival, the United States, and even China.
Perhaps the Russia-Ukraine war has awakened Europe, or perhaps the tremendous changes brought by AI have shocked Europe; now Europe is finally starting to take action.
In fact, China and the U.S. have long recognized that AI is a war that cannot be lost, and both countries began investing in the AI field early on. Now Europe is finally joining the fray.
If we say that in the past 30 years, during those revolutions, Europe's investment in those fields was negligible compared to China and the U.S., the situation has now undergone a 180-degree turnaround.
In the future, in the new era opened by AI, all the world's most important economies will begin to invest heavily in all areas related to AI, including infrastructure, materials, applications, and more.
Specifically for our country, if past infrastructure was real estate, future infrastructure is likely to be everything related to AI.
The same goes for the U.S. and Europe.
The world's most important economies are synchronously launching such large-scale new infrastructure, which hasn't happened since World War II.
- AMD has given its stock to OpenAI, with the condition that OpenAI truly utilizes its chips and builds an ecosystem similar to NVIDIA's CUDA.
For OpenAI, this is a good solution to avoid "single points of failure," and for AMD, this is a clever way to quickly build an application ecosystem.
The significant meaning of this event lies not only in the cooperation between the two giants but also in the potential to open a new era of artificial intelligence where different companies collaborate and connect, ultimately leading to a flourishing of innovation.
If AMD can collaborate with OpenAI, can other chip companies collaborate with other large models? Can future new hardware companies collaborate with new leading applications?
Following this line of thought to find potential partners opens up vast possibilities.
- HBM memory has recently seen a collective price increase.
I usually pay little attention to the memory industry.
My interest in this industry began solely because I heard that due to the large-scale construction of data centers, HBM (High Bandwidth Memory) has started to experience supply-demand imbalances, leading to a collective price increase.
I have always been attentive to the impact of AI on surrounding industries. Earlier, I focused on industries directly driven by AI applications, such as cloud computing and nuclear energy.
Now, the impact of AI applications has begun to affect specific components like memory. This is certainly not the only affected component; I believe that if we delve into the component sector, we can identify a long list of potential companies and investment opportunities.
- Copper and other non-ferrous metals have started to rise significantly.
In the past, major non-ferrous metals like copper were primarily influenced by the real estate and infrastructure industries.
In recent years, with the comprehensive downturn of the domestic real estate industry, I have rarely heard or seen articles discussing the prospects and potential of these non-ferrous metal industries.
However, now, with AI applications driving the demand for data centers and energy supply, the demand for copper has begun to show signs of supply-demand imbalance. Additionally, recent sporadic issues in global copper mining companies have further exacerbated the supply shortage of copper. Under these conditions, the demand for copper is expected to see considerable growth in the future.
The above news includes both macro and micro perspectives, and some are from industries I have hardly paid attention to in the past. Regardless of their nature, without exception, numerous industries are being endowed with new meanings, new potentials, and new spaces by the new era opened by AI along both vertical and horizontal axes.
The space nurtured within this is truly vast.
From an investment perspective alone, every industry we are in will be disrupted and reshaped by AI. This also means that each of us should be able to find significant investment opportunities in the AI era within our familiar industries and fields. We can become pioneers in investment in a particular area.
Finding such opportunities, investing in such companies, and holding them long-term based on fundamentals, I believe that in ten years, we will see returns that will surprise even ourselves.
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