I just happened to see this article by @MSX_CN on MaiDian, and following that line of thought, I'd like to share a viewpoint I recently came across: The underlying logic of the US's All-In AI strategy isn't driven by capital, but rather a wartime-like strategic gamble on the nation's destiny... Looking at Nvidia's valuation myth, the corresponding national will behind it is actually a national-level strategic shift with investments exceeding those of the "Manhattan Project." msx.com/news-details/72?link_t...…

Southeast Asia is too unstable, India is even more unreliable, and South America is in chaos. Therefore, the only way to completely break free from China is to develop a new system. War is impossible because the interdependence is too deep, but investing heavily in building a new system is essentially equivalent to war. This is why the US's current investment in AI, adjusted for inflation, already exceeds that of World War II and the Manhattan Project...

In other words, the AI narrative is essentially a war, with the opposing sides being: "the labor and electricity costs of traditional industry" and "the energy costs of AI + Robots." Seeing this, I realized that the US is taking a gamble, but they are indeed leading the "Fourth Industrial Revolution." AI shouldn't be viewed as just another capitalist narrative, but rather as akin to the "steam engine," the "internal combustion engine," or the "internet."