According to CoinMeta, Charu Chanana, the chief investment strategist at Shengbao Bank, pointed out in a report that the uncertainty around NVIDIA's leading position may accelerate the shift towards alternative suppliers. AMD, Broadcom, Alphabet, and Samsung Electronics could all benefit, but it will still take time for their actual market share to increase. A greater risk is that the broader AI ecosystem could be disrupted. Increased debt financing, the pressure on the free cash flow of hyperscale cloud service providers, and regulatory uncertainties are already challenging the sustainability of AI's spending. This is a test for AI transactions, but it may not necessarily mark their end. Investors should distinguish between companies that benefit from ongoing infrastructure spending and those that generate sustainable returns by adopting AI.