An interesting investment perspective is circulating: by 2026, the AI story will no longer be about competing in chips or computing power, but about companies that can truly turn AI into money grabbing opportunities.

Let's look at some of the focused directions. On the Microsoft side, Azure cloud services combined with enterprise CIOs' AI deployment needs may usher in a growth inflection point. Many large enterprises are still stuck at the "AI concept" stage, with few actually making paid purchases, which could be the next breakthrough.

Palantir continues to receive orders from both government and enterprise sectors, with its scale steadily increasing. Some analysts believe it has the chance to reach higher valuation tiers. In cybersecurity, CrowdStrike, as a beneficiary of the AI era, may see enterprise security budgets tilt toward companies like it.

In autonomous driving and robotics, Tesla has been emphasizing this area, and the market's imagination for this space remains quite large. Apple, holding hundreds of millions of active devices, could activate AI features on existing hardware and monetize them. Theoretically, this could increase its individual stock valuation by $75 to $100.

Ultimately, the question investors care about has changed: it's no longer "who is working on AI," but "who can truly increase revenue with AI." This shift in focus itself is worth pondering.