Recently, I have been looking at data related to electricity, and it is evident that the main increase in electricity consumption in North America is coming from data centers. Europe has shown signs of moving towards data centers, while the primary electricity consumption in China, the Asia-Pacific region, India, and Africa is still dominated by industry.

AI is no longer just a narrative of technology; it is also a narrative of electricity. When computing power becomes a national-level production factor, the stability, predictability, and security of electricity supply directly rise to a strategic issue.

This is why the United States has significantly increased its focus on nuclear power, SMR (Small Modular Reactors), and energy security at a strategic level in the past two years. AI is not just about buying a few more GPUs; it requires long-term, stable, and controllable base-load electricity support.

From a longer-term perspective, future technological competition is likely to occur not only at the levels of chips, models, and algorithms but also further down to the competition in electricity structure, energy efficiency, and infrastructure. Those who can provide the electricity behind computing power at a lower marginal cost and with higher stability are more likely to gain an advantage in the next phase.

Currently, I am paying attention to some low market cap "electricity" stocks.

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