👀 This is why I’m bullish on solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof and ethereum:0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b.
If demand for AI compute keeps growing, someone has to provide the GPU power.
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@AethirCloud is focused on making that compute available for AI and gaming.
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@rendernetwork started with rendering, but also supports generative AI workloads.
If more of that demand moves to decentralized networks, both could benefit. That’s the part of the AI story I’m watching 👀
🚨HUGE: $15 TRILLION BlackRock says AI COMPUTE could become a MASSIVE new demand engine for Digital Assets.
In a new research paper, BlackRock argues that the rapid growth of AI could create a new investable digital-asset market around compute, with hyperscaler cloud revenue potentially reaching $1.1 TRILLION by 2030.
The firm sees blockchains potentially enabling AI agents to discover, finance and pay for compute in real time, turning compute into an on-chain market where supply and demand can be matched dynamically.
BlackRock also expects AI agents to increasingly make autonomous payments and transactions, creating demand for “machine-native” financial rails such as stablecoins, tokenized assets and blockchains.
BlackRock’s broader thesis includes COMPUTE as the emerging key intersection between digital-asset utility and adoption.