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Recently, the “electronic lobster” dubbed OpenClaw has taken the internet by storm, propelling artificial intelligence (AI) from mere content generation to comprehensive task execution. Several publicly traded institutions note that as domestic tech giants rush to launch their own “lobster”-inspired products, Agent applications are steadily permeating real-world work environments. This trend is expected to trigger a substantial surge in AI usage frequency and model invocation rates. Against this dynamic backdrop, the AI industry chain’s focal point is pivoting from application-layer intelligent agent tools to foundational computing power infrastructure and innovative infrastructure solutions, such as the coordination of computing power and electricity. Consequently, a host of related industrial opportunities are gradually coming to the fore.
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