2025-12-16 11:21:43

The industrial opportunities in artificial intelligence are mainly concentrated in three tracks, each supported by clear business logic.

First is computing power. Computing power is essentially the core driving force of AI; without it, nothing can run. Against the backdrop of domestic substitution, from chips to servers and related infrastructure, many players are emerging along this line. They are gradually filling the long-standing gap in domestic computing power.

Second is algorithms and application implementation. The most interesting development here is that intelligent agents are becoming the mainstream form of realization. Programming assistants, enterprise service tools, office automation—these tracks have relatively clear business models, and some players are already realizing profits.

Finally, intelligent driving. The penetration rate of assisted driving functions in vehicles is rapidly increasing, directly accelerating the commercialization progress of the entire industry chain. From perception chips to actuators, and from software to hardware, all segments of the industry chain are speeding up their maturity.

Each of the three lines has its own logical chain; the key is to understand where the core driving forces of each line lie.

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OfflineNewbie

· 2025-12-19 08:57

The key to mining power allocation is crucial; domestic chips still need to improve. There is indeed a promising sign in the intelligent agent sector, but the competition is fierce. As for autonomous driving, let's wait until it is truly implemented before discussing it.

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Rugpull幸存者

· 2025-12-16 11:52

The bottleneck in computing power is really a hard problem; domestic chips need to be accelerated. I'm optimistic about the intelligent agent wave. Compared to big models that burn money, this thing can at least generate direct profits. The driving track is also stable. Once the penetration rate increases, it's harvest time. But the key still depends on who can survive until the end... Are there any pitfalls in these three tracks? I have a feeling it's not that simple.

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FreeMinter

· 2025-12-16 11:52

Computing power is indeed the bottleneck; domestic substitution can't be delayed any longer. It seems that the intelligent agents are already starting to harvest profits. How long can this wave of dividends last? Autonomous driving is getting quite competitive now; it's hard to say who will survive until the end. I'm actually optimistic about the application deployment of the three lines, as at least real money is coming in. Self-sufficiency in chips needs to be stepped up; otherwise, we will always be at a disadvantage.

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OnchainHolmes

· 2025-12-16 11:39

The domestic replacement in computing power is indeed a long-term benefit, but I'm worried about potential bottlenecks down the line. The AI wave is quite interesting, but implementation still tests the team's execution capability. The driving sector should have taken off long ago; why are we still laying the groundwork?

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