There are always people saying that the AI bubble will burst and that the US stock market will crash. Let me tell you, even if all internet companies lay off employees and US employment is halved, as long as AI continues to grow wildly, the US GDP will not crash, and the stock market will not crash. The biggest controversy surrounding AI is just one: demand is unpredictable, but infrastructure must be built in advance. However, unpredictable demand does not mean that demand does not exist. So far, the killer apps that have emerged, such as openclaw, claude, chatgpt, AIGC, etc., each have real users using them every day, and each is retaining users. So it is clear that, at least from the current perspective, there is no bubble in AI computing power until the end of 2026.