---
title: "🚀💥Sam Altman declares: By 2028, &#34;intelligence&#34; may fully migrate to data centers, and I'm "
description: "🚀💥Sam Altman declares: By 2028, &#34;intelligence&#34; may fully migrate to data centers, and I'm starting to re-evaluate the positions of $NVIDIA(NVDA.US) and $Microsoft(MSFT.US)&#34;We may be only"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38813202.md"
published_at: "2026-02-20T22:26:02.000Z"
author: "[辰逸](https://longbridge.com/en/profiles/16318663)"
---

# 🚀💥Sam Altman declares: By 2028, &#34;intelligence&#34; may fully migrate to data centers, and I'm 

🚀💥Sam Altman declares: By 2028, "intelligence" may fully migrate to data centers, and I'm starting to re-evaluate the positions of $NVIDIA(NVDA.US) and $Microsoft(MSFT.US)

"We may be only a few years away from seeing truly early-stage superintelligence."

When I saw this statement from OpenAI CEO Sam Altman, my first reaction wasn't shock, but the time window.

If this assessment holds true, what we are experiencing now is not the peak of #AI, but the eve of a restructuring of computing power architecture.

Altman also offered a more radical inference: by the end of 2028, more of the world's "intellectual resources" will reside inside data centers, not within the human brains of the real world.

This is not a simple technological upgrade.

This is a shift in the carrier of productivity.

When "intelligence" migrates from individuals to computing clusters, the real beneficiaries won't be abstract concepts, but the controllers of underlying resources.

I naturally think of several types of core assets:

The first type is GPU computing power and accelerator chips.

As inference demand continues to explode, and model scale and call frequency increase, computing power is no longer a phased demand, but a continuous consumable.

Under this structure, $NVIDIA(NVDA.US)'s pricing logic resembles infrastructure more than a cyclical stock.

The second type is cloud platforms and data center integrators.

If "intelligence" is concentrated in data centers, then whoever controls the data centers controls the distribution and scheduling power.

The strategic synergy between $Microsoft(MSFT.US) and Azure essentially embeds AI into the enterprise operating system.

The third type is application-layer ecosystem builders.

If future superintelligent agents can even take on the role of CEO—Altman even joked, "definitely better than me"—then corporate management, decision-making processes, financial forecasting, and strategic simulation could all be model-led.

That means SaaS, automation, and enterprise software will be rewritten.

The question I'm really pondering is not "will AI get stronger," but—

When machines' decision-making capabilities surpass human management, will the market's valuation framework be reconstructed?

If a company can use agents to replace some executive functions, then its cost structure, profit margins, and expansion speed will all change.

I won't lightly use words like "disruption," but once the productivity efficiency curve leaps, capital will price it in early.

In every historical shift of underlying technology—electricity, the internet, mobile computing—what rose first wasn't the applications, but the infrastructure.

Will this time be different?

If 2028 is truly the inflection point, are you now more willing to bet on computing power infrastructure, or on the explosion of the application layer?

📬 I will continue to research company structures and technological trend evolutions that possess genuine long-term competitive moats, dissecting the underlying capital logic and cycle positioning. Welcome to follow along and make clearer judgments with me before key turning points.

### Related Stocks

- [002245.CN - Jiangsu Azure Corporation](https://longbridge.com/en/quote/002245.CN.md)
- [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
