Every now and then, the latest advancements in AI refresh my understanding of it.

I remember writing an article last year, and the main points were:

• I underestimated the potential impact of AI.
• The explosive demand for AI has already begun to spread and affect other industries, such as the industrial metals that were already stirring at that time.

In the past few months, more and more significant actions indicate that I may still be underestimating the impact of AI, especially its influence on infrastructure construction that I had not previously considered.

Some typical significant actions include:

• Jensen Huang discussing how AI will drive a new wave of infrastructure in the United States.
• TSMC officially announcing an investment of $54 billion to continue building factories.
• The State Grid of China recently announcing an investment of 4 trillion RMB over the next five years for the transformation and expansion of the power grid.

All of these demands correspond to one thing: adapting to the rapid development of AI.

Moreover, it is worth noting that this exaggerated demand for infrastructure is not only occurring in the currently hottest market for AI, the United States, but has also spread to China, and I believe it will eventually reach other countries.

These infrastructures mainly involve not only high-tech products like chips and memory but also very traditional construction, material needs, and power grid equipment.

I wonder how readers feel when they see those not-so-"high-tech" demands?

My first impression is: isn't this another wave of "real estate" construction?

But this time, the "real estate" is not residential housing, but various data centers that support AI.

I also posed this question to AI, and its response was as follows:

"The construction of data centers (DC) is indeed referred to by many economists as the 'real estate of the digital age.' It is not only similar to real estate in terms of business models (land acquisition, construction, leasing, operation, and maintenance) but also shows a strong explosive effect in terms of its impact on the industrial chain."

When discussing infrastructure in the U.S. and China, the U.S. is often criticized for its outdated and decaying infrastructure.

The last nationwide infrastructure project in the U.S. was nearly 70 years ago, when President Eisenhower promoted the construction of the interstate highway system.

Since then, there has been almost no large-scale infrastructure construction in the U.S.

However, if we consider the news that leading AI companies like OpenAI are acquiring land and building data centers across the U.S., we may need to reassess the new trends in U.S. infrastructure:

The upcoming wave of infrastructure driven by AI demand may rival or even exceed the last wave of infrastructure in the U.S.

As for China's infrastructure, many of us may still be immersed in the fear and aftermath of the real estate collapse, making it hard to imagine where the real future infrastructure needs (aside from government efforts to stimulate domestic demand) will be.

However, the actions of the State Grid of China seem to point to a possible answer to this question:

Will AI trigger another wave of new infrastructure construction following real estate?

I posed a new question to AI: specifically regarding the construction of data centers, which industries are driven by it?

AI listed more than ten industries for me.

Among them, at least four are very traditional industries. In these seemingly traditional industries, many Chinese companies dominate or monopolize various segments of the global supply chain. Many of these pioneering "troops" have already begun exporting or going overseas.

But unlike past infrastructure projects:

In the past, due to low overseas demand, these companies primarily served the domestic market. However, in recent years, due to the real estate collapse and sluggish infrastructure, domestic demand has significantly decreased, leading to intense competition. The result was thin profits, and they could only survive by engaging in price wars.

Now, the entire macro environment has changed. Because of AI, not only is there a large-scale new demand domestically, but overseas demand has also begun to explode. They no longer need to compete internally; the orders they receive are overwhelming. Some companies have orders booked for five years out.

In this light, at least in the coming years, not only in the high-tech industry but also in any traditional industry that can be driven by AI demand, there are numerous astonishing investment opportunities.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。