Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.@Niuniu Classroomto unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together.
Electricity is increasingly becoming the Sword of Damocles that constrains AI development.
Tech giants like Musk, Huang Renxun, and OpenAI CEO Sam Altman have all expressed concerns about power shortages.
More notably, former US President Trump pointed out that he would use an 'energy emergency status' to approve the expedited construction of AI power plants. Microsoft CEO Nadella admitted that the company faces an unprecedented dilemma: 'We have piles of GPUs, but due to power shortages and lack of space, they can only remain idle.'
In addition,Overnight, the US government announced it will allocate $Centrus Energy (LEU.US)$and another two nuclear fuel manufacturers $900 million each,totaling approximately $2.7 billion. This move aims to restart domestic nuclear fuel production and gradually reduce dependence on Russian enriched uranium.
In fact, in this era where technology competes for the future, the key constraint on AI development has shifted from 'computing power shortage' to 'electricity shortage.'
Looking ahead to 2026, where will the capital flow indicators point? After an in-depth analysis, Chip、Optical communications、StorageNext, we will focus on a key part of the AI landscape, exclusively for fellow investors...