It’s changing.
🔥 From “selling machines, selling computing power,” to gradually moving toward “selling computing power services, selling the value generated in the future.”
Of course, this direction is still in the exploration stage. Whether the concept’s heat can ultimately turn into corporate profits depends on real orders and cash flow.
But from the continuous expansion of AI infrastructure to the emergence of computing-power financing products, the market is releasing an increasingly clear signal:
The next round of AI competition isn’t just about models and chips—it’s also about who can turn computing power into a real business.
👀 So when this wave of computing-power leasing rebounds, I’d rather see it as an industry signal than just a short-term spike.
A hype cycle can drive daily limit-ups; only genuine industry demand can determine how far the market trend can go.$VIC $PORTAL $ONG #BICO #ALICE #DODO #GPS #TUT
🔥 From “selling machines, selling computing power,” to gradually moving toward “selling computing power services, selling the value generated in the future.”
Of course, this direction is still in the exploration stage. Whether the concept’s heat can ultimately turn into corporate profits depends on real orders and cash flow.
But from the continuous expansion of AI infrastructure to the emergence of computing-power financing products, the market is releasing an increasingly clear signal:
The next round of AI competition isn’t just about models and chips—it’s also about who can turn computing power into a real business.
👀 So when this wave of computing-power leasing rebounds, I’d rather see it as an industry signal than just a short-term spike.
A hype cycle can drive daily limit-ups; only genuine industry demand can determine how far the market trend can go.$VIC $PORTAL $ONG #BICO #ALICE #DODO #GPS #TUT