Liang Wenfeng: Buy, buy, buy—the more, the better! Over the coming months, we’ll be acquiring large volumes of equipment, mostly from NVIDIA. NVIDIA’s customer base is expanding to include DeepSeek, and other Chinese AI companies will also follow suit. Who is profiting the most from NVIDIA’s earnings? Storage! Storage! Storage! What’s the most expensive component in VERA RUBIN? Storage! Storage! Storage! Today, Musk indirectly confirmed it too—storage is truly a seller’s market; it’s rare to hear a public company’s earnings call specifically thank a supplier. Musk will also become a super-large customer in the future—AI driving, AI robots, space data centers, and more. Customers are no longer king—the seller is. $MU