Huang's speech can be considered as once again dropping a "bombshell" in the field of artificial intelligence. When a tech giant seems to push the history of AI forward without any bottlenecks, the previous market doubts about NVIDIA remain shattered. In terms of chips, shortly after Blackwell was launched, the Rubin chip was introduced, further enhancing performance and operational capabilities across various aspects, as if there were no barriers to AI technology in front of NVIDIA. Regarding chip applications, there are two levels: online AI model inference capabilities and offline AI application scenarios, with a complete layout that allows NVIDIA to establish a complete ecological chain from research and development to application. One cannot help but admire Huang's determination and achievements in artificial intelligence, which have accelerated the progress of human AI, causing the AI industry to "roll up" and putting immense pressure on peers in the industry. Of course, progress comes with pressure. Many were previously concerned that Google's chips would seize NVIDIA's market, but it is clear that as long as the update speed is fast enough, competitors wanting to capture the market must at least be on par with their technology. For the market, artificial intelligence is still in a blue ocean stage; whether it is the computing power demand of large models or the integration of AI into daily life, the current demand still exceeds supply. In 2026, artificial intelligence will still be in a phase of high investment and high growth. Although there will be intermittent bubbles and doubts, as long as market demand exists and there is incremental growth, bubbles will remain benign rather than malignant. For the U.S. stock market, with NVIDIA's continued rapid growth, NVIDIA's market value will continue to squeeze the share of the entire U.S. stock market. Driven by NVIDIA, the weight of tech stocks in the U.S. stock market will increase, simultaneously squeezing the capital pools of other sectors and fields. For the United States, as artificial intelligence rapidly iterates and progresses, the improvement in capabilities also faces a larger issue: whether electricity supply is sufficient. Electricity transforms computing power into commercial wealth, but if the U.S. cannot solve the electricity problem in the short term, electricity prices may need to rise. Especially during the summer and winter seasons, residential and commercial electricity usage may compete for power supply, which is why Trump wants to return to the coal and natural gas era. If electricity supply is to be increased, natural gas and media are the most direct and effective means of conversion.