$NVIDIA(NVDA.US) watched a video today. It seems to be the former CEO of Google? Commenting on AI, one of his arguments is worth thinking about ☞ AI is a winner-takes-all model. If someone's AI can lead by six months, then in the future, if AI can achieve scientific research and invention, the leader will be able to use a thousand Einsteins and a thousand Da Vincis (metaphorically) to invent all patents in advance, achieving patent hegemony. The laggards will end up with nothing. This comment mainly discusses the competition and potential conflicts between China and the U.S. in AI. But what I want to extend is that it's not just competition between countries but also between companies. No U.S. company can afford to lose. If we follow this argument, AI is a war that no U.S. tech company can afford to lose. No one dares to fall behind. So when it comes to AI infrastructure, no one dares to truly give up or fall behind. Of course, this is an optimistic judgment, and we still need to observe each company's AI investments. Then I thought about another issue: the risk I'm most worried about right now is that Trump might actually crash the U.S. economy 🤣 If there's an overall economic crisis, everything will be affected, and even NVIDIA won't be able to hold up 🤣🤣😂