Go and look at macro/history/data more, and you’ll gain a deeper understanding and judgment of this market cycle—these are my reference suggestions……
If you don’t know whether this AI trend can continue, and whether storage really has a bright future.
I think on X, you see a lot of things—some people are bearish and some bullish. In reality, it’s hard to reach a relatively correct judgment.
Earlier I told everyone: in any market low point, if you seriously dig into certain data, you’ll find that the more it’s like this, the more institutions are moving in, while retail investors are exiting. That’s also why so many retail investors in this market end up with little to show for it—partly because of that.
Last night, during my livestream on Binance, I also discussed this. I said: if we truly want to see whether the AI story can continue, then the key is whether it can bring real economic growth to the physical world.
As shown in the figure below, artificial intelligence has actually become a pillar of U.S. economic growth.
In Q2 of 2026, private companies’ investment in AI-related categories jumped by an additional $300 billion year over year, i.e. +25%, reaching a record annualized $1.5 trillion.
This surge is mainly driven by investment in computers and peripheral equipment, followed by communications equipment, software, and data centers. This metric has increased by an additional $500 billion, i.e. +50%, over the past two years.
During this period, corporate investment in computers and peripheral equipment has more than doubled. At the same time, direct AI investment now accounts for 25% to 33% of the most recent U.S. GDP growth.
So we can say that, for now, AI investment is injecting momentum into the U.S. economy.
And as this AI cycle keeps moving forward, I believe this proportion will keep getting larger.
The logic is actually similar to how we talk about the “Magnificent Seven” constantly increasing their AI investment, because they don’t want to fall behind. Because in thirty years, the river east becomes the river west—no one can determine how long it will take to be replaced by some innovative companies after falling behind in this AI wave.
As for the U.S. and China, this is also true: China has been ramping up infrastructure building and investing in AI, and the U.S. is the same. The U.S. is unlikely to ignore the development and advancement of AI. In fact, they are continuing to increase investment—including pouring in real money—to boost AI’s large-scale application and penetration in the U.S. infrastructure sector.
In plain terms, it’s basically that this wave is still going. Everyone doesn’t need to worry for now.
If you don’t know whether this AI trend can continue, and whether storage really has a bright future.
I think on X, you see a lot of things—some people are bearish and some bullish. In reality, it’s hard to reach a relatively correct judgment.
Earlier I told everyone: in any market low point, if you seriously dig into certain data, you’ll find that the more it’s like this, the more institutions are moving in, while retail investors are exiting. That’s also why so many retail investors in this market end up with little to show for it—partly because of that.
Last night, during my livestream on Binance, I also discussed this. I said: if we truly want to see whether the AI story can continue, then the key is whether it can bring real economic growth to the physical world.
As shown in the figure below, artificial intelligence has actually become a pillar of U.S. economic growth.
In Q2 of 2026, private companies’ investment in AI-related categories jumped by an additional $300 billion year over year, i.e. +25%, reaching a record annualized $1.5 trillion.
This surge is mainly driven by investment in computers and peripheral equipment, followed by communications equipment, software, and data centers. This metric has increased by an additional $500 billion, i.e. +50%, over the past two years.
During this period, corporate investment in computers and peripheral equipment has more than doubled. At the same time, direct AI investment now accounts for 25% to 33% of the most recent U.S. GDP growth.
So we can say that, for now, AI investment is injecting momentum into the U.S. economy.
And as this AI cycle keeps moving forward, I believe this proportion will keep getting larger.
The logic is actually similar to how we talk about the “Magnificent Seven” constantly increasing their AI investment, because they don’t want to fall behind. Because in thirty years, the river east becomes the river west—no one can determine how long it will take to be replaced by some innovative companies after falling behind in this AI wave.
As for the U.S. and China, this is also true: China has been ramping up infrastructure building and investing in AI, and the U.S. is the same. The U.S. is unlikely to ignore the development and advancement of AI. In fact, they are continuing to increase investment—including pouring in real money—to boost AI’s large-scale application and penetration in the U.S. infrastructure sector.
In plain terms, it’s basically that this wave is still going. Everyone doesn’t need to worry for now.