Rate Of ReturnAsked about electricity, then moved to nuclear power, and finally the targets were oklo and SMR. Personally, I think SMR has a better cost-performance ratio and higher certainty.
The investment logic in the AI field is currently undergoing a transformation
Please act as a professional industry analyst, deeply analyze the core bottlenecks of the U.S. AI industry chain, the weakest links, and the key issues that urgently need to be resolved, and recommend related listed companies. by Gemini The current market consensus often only stays at the superficial phenomenon of "chip shortage (GPU)". In fact, with the advancement of Scaling Law, the exponential growth of AI computing power demand is hitting the triple limit wall of physics and infrastructure. The following is an in-depth research report on the core bottlenecks, weakest links, and investment opportunities of the U.S. AI industry chain...
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