Recent high-level attitudes in the United States towards the AI industry are very clear—AI companies must solve the power gap themselves, and should not expect to pass the costs onto ordinary households. Microsoft, as a main participant named, subsequently released an interesting report.

The report highlights the core issue: the US power grid has long been unable to handle the load, operating under long-term overload. More painfully, global transformer capacity is facing a serious shortfall. What does this mean? It means that energy infrastructure has become the real bottleneck for AI expansion.

From an industry chain perspective, opportunities are emerging. In the ultra-high voltage transformer sector, domestic companies have already established a monopoly advantage, whether in technological accumulation or capacity scale, they are far ahead. As the global AI computing power race drives up energy demand, this type of strategic industry chain segment becomes a scarce resource. The crypto market has always been sensitive to such macro trends, after all, energy costs directly impact mining economics.