The commercialization of AI has just begun and is far from reaching its peak. This wave will only grow larger, with no shrinkage or stagnation. Nvidia and other chip manufacturers still have a long way to go— as AI application scenarios continue to expand and computing power demand explodes, the chip supply chain will become increasingly sought after. In other words, the period of AI monetization benefits has just started, and the scope of beneficiaries will continue to widen.