The biggest joke in the tech circle these past two days—it's not about which AI has evolved again, but that if you want to spend money on that big tech company's $40 Coding Plan, you have to set an alarm to snag it at exactly 10 AM, and whether you get it or not is up to fate. Alibaba Cloud and Baidu are similar, their low-priced plans are simply labeled "SOLD OUT," and Alibaba Cloud has even raised the price of its computing power cards, with the highest increase being 34%. Tencent's plan is also raising prices indirectly$Alibaba(BABA.US)$TENCENT(00700.HK)What happened to the promised "excess computing power"? It was taken down by just one OpenClaw, with Token consumption skyrocketing exponentially. This is no tech winter; this is clearly the "Spring Festival travel rush" of computing infrastructure!

Looking at it this way, thinking from another angle actually feels more reassuring. The more cloud vendors limit purchases and raise prices, the more it shows that AI infrastructure stocks haven't peaked yet. Stop staring at those intangible large models; look at those selling the shovels behind them. For example, that company making AI servers and liquid cooling, its orders are estimated to be backlogged until next year; and that certain tech company making PCB boards, it's the leader in AI computing boards, with its performance already doubling in growth; everyone says computing power is a "money-guzzling beast," since this beast has such a big appetite, why not just buy the stocks of the "feed factory" and wait to count the money.