Simultaneously, defense spending is likely to increase. Maintaining presence, logistics, intelligence, and regional stability all consume budget. This typically benefits defense companies, but it also increases geopolitical risk in the short term.

Another crucial point is that energy is inextricably linked to AI. AI needs electricity, data centers need electricity, and electricity needs a stable, affordable energy source. Oil and natural gas remain the cornerstone of the global energy system. Venezuela not only has oil, but also possesses approximately 200 trillion cubic feet of natural gas, much of which remains untapped. Therefore, this isn't just about oil, but about energy security for the AI ​​era, where electricity demand will increase dramatically in the coming years.

From a geopolitical perspective, it's important to remember that everyone has their reasons for doing what they do, and those reasons are often not reported in the media. Besides Venezuela, Russia is also one of the countries with large reserves of heavy oil. If the US controls and effectively exploits Venezuela's heavy oil, it will weaken Russia's role in the global energy market.

Furthermore, China is Venezuela's largest oil customer and has invested and lent Venezuela a total of over $60 billion over the past decade, primarily through oil-for-money loans and energy infrastructure projects. When the US gains control of Venezuela's oil supply and infrastructure, China's economic and strategic interests are directly affected. This could be one of the reasons China opposes the US action, in addition to official arguments about sovereignty or international law.