From the Renaissance to the Age of Discovery, the discovery of plants and mineral resources in the Americas, integrating resources from each continent. The first and second industrial revolutions brought about mechanization and electrification, leading humanity out of the Malthusian Trap.Malthusian TrapThe third industrial revolution, the internet era, has connected a portion of the human elite class, maximizing efficiency. The era of mobile internet has basically integrated everyone on Earth together, but also encountered bottlenecks, reaching limits.
However, at the end of 2022, ChatGPT emerged, bringing hope to humanity. Through unlimited computing power, it can greatly improve individual efficiency and the overall ceiling of humanity at the same time, in order to become what is known as a Type I civilization (Kardashev Scale). Therefore, the future is the era of computing power and energy (electrical utilities).
Nvidia $NVIDIA (NVDA.US)$As a leader in computing power, to reach a market cap of five trillion, one needs to see the realization of Artificial General Intelligence (AGI). To achieve a market cap of ten trillion, one needs the realization of Artificial Super Intelligence (ASI). This is why the major internet giants, even though they currently don't see enough profits, are crazily constructing AI datacenters. They prefer to be ahead of the curve rather than fall behind, as this is an era of winner-takes-all.
General Electric (GEV) $GE Vernova (GEV.US)$Helped generate approximately globally30% of the electricity, ai data center needs stability...

$Tesla (TSLA.US)$Being one second slower will result in losing everything.

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