---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42426025.md"
description: "The biggest opportunity in the AI era might not be AI itself, but rather understanding where the money will flow in this AI age.Where the bottleneck is, that's where the money will go. This statement is the main thread of all my research.I study this new AI world mainly through two charts.One is the "AI Era World Map" — this is the panoramic view of the entire new AI world. For the next ten years, I will keep drawing and updating it.$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)"
datetime: "2026-07-05T03:59:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42426025.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42426025.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42426025.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# The biggest opportunity in the AI era might not be…


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