BIT RESEARCH, | AI, WHICH TARGETS ARE CREATING REAL MONEY AND SILVER

Author: Jun, invited analyst for BIT-US business

Key data:Twenty-four billion dollars in 2025

 I. INVESTMENT CORE: THE FOUR HIGHLANDS OF THE AI INDUSTRIAL CHAIN

THE KEY TO UNDERSTANDING AI INVESTMENTS IS NOT JUST MODELING, BUT IDENTIFYING CAPTURERS IN VALUE CHAINS:

1. Computer Infrastructure - Digital Fields

• Logical:WHOEVER WINS, USES CHIPS. THE NVDA MONOPOLY REMAINS, BUT THE SELF-RESEARCH CHIP (TPU/LPU) IS BEING DIVERTED。

• Representative:Young Wai Da

2. Frontier Models - Smart Power

• Logical:Head competition is intense and the division of labour towards specialization is evolving。

• Representative:OpenAI, Anthropic, Meta。

3. AI Smart Body and Platform (Agents & Platforms) - "Automated Brain"

• Logical:2026'S THE WINNER. AI NO LONGER MERELY ANSWERED QUESTIONS, BUT CARRIED OUT MULTI-STEP TASKS ON ITS OWN。

• Representative:Salesforce, Microsoft。

4. Vertical Application and Decision Level - "hard core"

• Logical:INTEGRATE AI INTO INDUSTRY DATA TO PRODUCE QUANTIFIABLE ROI (INVESTMENT RETURN)。

• Representative:Palantir (PLTR) - Military and Political AI's first choice。

Why is 2026 a turning point of “different”

THE YEAR 2026 WAS THE WATERSHED OF AI, WITH THREE FUNDAMENTAL SHIFTS IN CORE LOGIC:

1. Useful leap: in 2022 ChatGPT solved “feasibility”, in 2026 AI Agent solved “usefulness”, transforming it from a test product to a competitive production tool。

2. The DeepSeek shock proved that the fall in AI costs did not reduce spending, but rather triggered a larger “violence deployment” of businesses around the world by lowering the threshold。

3. SIZE OF CAPITAL MOBILIZATION: THIS IS THE LARGEST CAPITAL MOBILIZATION IN MODERN ECONOMIC HISTORY FOR A SINGLE TECHNOLOGY. NOT ONLY ARE THE GIANTS OF SCIENCE AND TECHNOLOGY, BUT SOVEREIGN NATIONS HAVE ALSO COME TO TERMS WITH “SOVEREIGN AI” AS CENTRAL TO NATIONAL SECURITY AND ECONOMIC COMPETITIVENESS。

III. Giant game: OpenAI vs Anthropic

Anthropic: The Golden King of the Enterprise Market

• Miracle data:ONLY 15 MONTHS TO ACHIEVE A CROSSOVER OF $1 BILLION TO $30 BILLION, UPDATING B2B SOFTWARE HISTORY。

• Killer:(b) Maintaining corporate prioritiesClaude CodeThe $2.5 billion annualized collection has been achieved。

OpenAI: Transformation weight for pioneers

• Status:Although 900 million users live on a weekly basis, they face an alarming loss of approximately $14 billion a year, and their $852 billion valuation finance, completed in April 2026, is their “lifeline” with a positive cash flow。

IV. AI Agent Revolution: Real productivity migration Points

2026 isAl AgentTHIS YEAR MARKS THE BEGINNING OF THE SUBSTANTIVE PHASE OF AI'S PENETRATION OF THE BUSINESS。

• Nature difference: ChatbotReliance on manual guidance (response to questions)
  Al AgentAuto-planning pathways (target orientation, automatic call-up tools, e-mail, running codes and delivery results)。

• Landing effects:2026 AI Agent Market Size Break$9 billionI don't know。
  The early adoption of business stream speeds 20-30 per cent, with back-office operating costs falling by about 25 per cent。

• Lead: Agentforce(Salesforce) ARR up to $540 million
  Copilot Studio(MS) By ecological depth, allow AI Agent to achieve seamless occupational coverage。

V. Listed companies of interest

IN WEIDA (NVDA) - “TOTAL VALVE”

• Core logic:Cloud manufacturers core beneficiaries of $600 billion in capital expenditure。

• The moat:Not the chip, yesCUDA ECOLOGYI don't know. Latest releaseVera Rubin PlatformDecreasing the cost of the reasoning 10 times moreAl AgentRuns as cheap as lights。

Palantir (PLTR) — “drive”

• Status:It's an application platform on infrastructure to help the government and the army use itAl AgentSupporting decision-making。

• Look at this:2026 FISCAL YEAR RECEIPT GUIDELINES EXCEEDED $7.1 BILLION. THE AIP PLATFORM HAS NO ALTERNATIVE IN DEALING WITH HIGH-RISK SCENARIOS (E.G. MILITARY, MEDICAL) THAT REQUIRE AUDIT。

Alphabet/Google (GOOGL) — King of Integration

• Strengths:Have distribution channels from TPU chips to Gemini models to billions of users worldwide。

• Size:Google Clouds, which in 2025 operated over $70 billion, was successful at the enterprise levelAl AgentTHE SERVICE WENT AGAINST AI'S IMPACT ON TRADITIONAL SEARCH ADVERTISING PATTERNS。

Key catalysts in the second half of the year

IN THE SECOND HALF OF THE YEAR, THE MARKET WILL SET PRICES FOR THE NEWLY LISTED GIANTS, AND THE RETURNS FOR AI WILL BE SCORED

1. Anthropic IPO:It is expected to be listed in October 2026. It's in his bookAl AgentBusiness Maori will directly define the valuation hub for the entire SaaS industry。

2. The IAgent's ROI examination:By the end of 2026, if the enterprise is still unable to passAl AgentSignificant increases in profitability may expose capital expenditure to cyclical reversals。 

VII. Investment risk warning

At present, AI faces three core tests: first, a “deficit gap”, a gap between over $600 billion of capital expenditure by super-massive cloud manufacturers and the current direct AI revenue of about $25 billion, and, if ROI (investment return) falls short of expectations, the valuation of the plate will face drastic amendments; secondly, regulatory and compliance pressures, with the gradual enforcement of the EU Artificial Intelligence Act in August 2026, the cost of corporate compliance will increase sharply; and lastly, a technological bottlenecks, about 62 per cent of businesses are still looking forward to deep deployment due to “model illusions” and Gartner predicts that the early AI Agent project may fail due to governance failures. Investors need to be wary of the risks expected from premature overdrafts in valuation。

Summary

Conservatives focus on Weeda or QQQ to gain certainty; and promoters study Anthropic or Palantir to capture high growth. In 2026, AI was no longer telling stories, but looking at whose Agent was more profitable。

BIT DIRECT-TO-CUSTOMS COUPONS COVERING ALL CORE SHARES IN THE UNITED STATES EQUITY MARKET AND ETF. SUPPORTING STABLE CURRENCY ACCESS, HELPING ENCRYPT USERS CAPTURE THE 2026 TECHNOLOGY DIVIDEND. SERVICES MAY VARY ACCORDING TO JUDICIAL CONSTRAINTS, AND SOME AREAS (INCLUDING BUT NOT LIMITED TO HONG KONG) ARE NOT AVAILABLE。

 

"Font-size: inherit; font-family: PingFang SC, Helvetica Neue, Helvetica, Aral, Hiragino Sans GB, Heiti SC, e-mail, WenQuanyi Micro Hei, sans-serif;" Sources include: Statista, Cargoson, McKinsey (McKinsey & Company), OpenAI (Fifty Bulletin of April 2026 and CFO Sarah Friar Disclosure), Anthropic (G-financed series of February 2026 and disclosure made in April 2026), Sacra, SaaStr, Remio AI, Alphabet Inc. (2025 Q4 & Form 8-K), British Weeda (NVIDIA) (2026 FY/Form 8-K), Palantir Technologies (2025 Q4), PIIE (Peterson Institute for International Economics), CNBC, The Next Web, Venture Beat, National Interest (The National Intelligence), Gartner, IDC, Joget, Tech-Insider, European Commission (European Commission) (Eurpean Commission) Official Documents, New York, Computers.  

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