"Lobster" becomes popular, institutions say focus of AI industry chain has shifted.

Recently, a "electronic lobster" named OpenClaw quickly became popular, driving artificial intelligence from generating content to executing tasks in a new stage. Multiple public institutions believe that with domestic technology companies rapidly following up on "lobster" products and forming a trend, Agent applications are gradually being embedded into real work scenarios. The frequency of AI calls and token consumption are expected to significantly increase. Under this change, the focus of attention in the AI industry chain is also shifting. From intelligent agent tools at the application layer, to underlying computing power infrastructure, to new types of infrastructure construction such as algorithm-electricity synergy, opportunities in related industries are gradually emerging.