OpenAI has increased its investment in computing infrastructure for the next few years to approximately $600 billion, and the IPO timeline is also moving forward. This figure is no longer just about simple capital injection; it’s more like treating AI computing power as a long-term battleground. For the cryptocurrency circle, funds will continue to focus on AI and infrastructure narratives, and assets like $OP , which are more sentiment-driven, are more likely to be traded first by the market. $ENA will also fluctuate with risk appetite.