Everyone’s watching the AI market, their eyes glued to Nvidia, Microsoft, and OpenAI: the moment Jensen Huang shows up in a leather jacket, the U.S. stocks act like they’ve been injected with adrenaline; when Sam Altman says, “Next year will be even more intense,” analysts change their earnings forecasts overnight.

But if you really think the future of AI is just “a few big players in California closing the door to make chips, training models, and conveniently ruling the world,” then it’s a bit like thinking you only need to buy a pot to open a hotpot restaurant—yes, the pot matters, but without electricity, without gas, without a shop, without drainage pipes, what you cook isn’t hotpot; it’s a fire-drill.