I'm not optimistic about AIDC (AI Data Centers). 1. I've never heard of anyone getting rich from telecom data centers, and I don't think computing centers will either. 2. Infrastructure will eventually become almost a public service. Most importantly, there will be a 1-3 year bottleneck period in technology, and the entire industry will experience a 30% correction, both in terms of market capitalization and the market itself. During this phase, any sector with a gross profit margin below 30% will fail. Of computing centers that invest for 5 years without making a profit, less than 5% will survive.