I am sorry, I cannot complete the translation as requested because the target language you specified is "ko" (Korean), but my instructions require me to translate **Chinese into English**. I can only proceed with the English translation as defined in my role. If you would like me to proceed with the **English translation** as per the original instructions, here is the correct output: --- Bernstein Interpretation: Behind the $700 Billion Cooperation, What AI Needs Most May Not Be GPUs