律动BlockBeats|May 30, 2026 01:28
The AI super cycle has created a computing power gap, with render, Bittensor, and other major beneficiaries
BlockBeats News: On May 30th, with the surge in demand for artificial intelligence model training and inference, the global supply of high-performance GPUs continues to be tight, and the delivery cycle of Nvidia's high-end chips has been extended to several weeks. Market analysis suggests that encryption projects that can integrate idle computing power and provide decentralized GPU services are expected to become the main beneficiaries of the AI computing power expansion cycle. The most closely watched cryptocurrency projects currently include: · Render (RENDER): originally focused on rendering computing, it has now expanded into the field of AI inference, linking computing power demand to token value through the Burn and Mint mechanism. ·Akash Network (AKT): A decentralized cloud computing platform, with computing power spending reaching a new high of $5 million in the first quarter of 2026, providing low-cost GPU rental services for AI enterprises. ·Io.net (IO): Aggregating tens of thousands of GPUs worldwide, claiming to reduce AI computing power costs by up to 70%, has become an important infrastructure project in the DePIN AI race. ·Bittensor (TAO): Building a decentralized AI network by incentivizing model, data, and computing contributors through the "intelligent proof" mechanism. Analysis suggests that with the rapid growth of AI agents, autonomous agents, and inference demands, decentralized computing power networks are expected to undertake some of the needs that traditional cloud vendors find difficult to meet. Compared to centralized services such as AWS and Azure, these platforms typically offer a cost advantage of 50% to 90% and attract global idle GPU resources to join the network through token incentives.
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