When Domestic Compute Clusters Run Full Workloads, Investment Logic Needs Rewriting

A fully domestic 100k-card cluster running at full capacity in its first week online, averaging 150k jobs daily with peaks exceeding 500k—half a year or even three months ago, I might have thought these were exaggerated PR claims. But Sugon 8000's data comes from WAIC's 'Treasure of the Exhibition' selection and is officially released operational data, so its authenticity has industry backing. The question is: when a fully domestic system goes from 'usable' to 'easy to use,' or even 'fully loaded,' what does that mean for choosing investment targets?