Zacik
Zacik2025-12-04 10:47

AI × Blockchain: Why Computing Power Will Become the Most Valuable Asset of the Next 20 Years

Elon Musk predicts that “money may eventually disappear, replaced by energy as the basis of value.” Jensen Huang, Robin Li, and other tech leaders echo a similar theme: computing power is replacing capital as the primary driver of technological progress.

1. Why Computing Power Becomes a “Currency”

Compute is the fundamental production resource of the AI era.

Without compute:

    Models cannot be trained Agents cannot operate Applications cannot scale Key drivers:
    Exponential growth of model sizes Rapid global adoption of AI GPUs/NPUs becoming the “oil of the digital age” Scarcity keeps compute prices structurally high.

2. AI + Blockchain Will Transform the Compute Market

Blockchain is uniquely aligned with the characteristics needed for a compute economy:

    Verifiable Divisible Traceable Distributable When combined, compute becomes a tradeable on-chain asset, similar to digitalized energy.

3. Global Tech Giants Are Confirming the Trend

    NVIDIA is building a full Agentic AI ecosystem Huawei is developing software-driven compute optimization Baidu is releasing new AI chips and hyperscale compute platforms China is scaling national AI infrastructure rapidly Whether centralized or decentralized, the world is moving toward Compute as an Asset (CaaA).

Conclusion

As AI models gain the ability to self-generate, self-execute, and self-optimize, compute becomes the fuel powering all intelligence. The next 20 years of competition will not be about “who has more money,” but who controls more compute.

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Zacik

2025-12-04 10:48

AI × Blockchain: Why Computing Power Will Become the Most Valuable Asset of the Next 20 Years

[{"type":"paragraph","children":[{"text":"Elon Musk predicts that “money may eventually disappear, replaced by energy as the basis of value.”\n\nJensen Huang, Robin Li, and other tech leaders echo a similar theme: "},{"text":"computing power is replacing capital as the primary driver of technological progress","bold":true},{"text":"."}]},{"type":"heading-two","children":[{"text":"1. Why Computing Power Becomes a “Currency”","bold":true}]},{"type":"paragraph","children":[{"text":"Compute is the fundamental production resource of the AI era."}]},{"type":"paragraph","children":[{"text":"Without compute:"}]},{"type":"bulleted-list","children":[{"text":"Models cannot be trained\nAgents cannot operate\nApplications cannot scale\n\nKey drivers:"}]},{"type":"bulleted-list","children":[{"text":"Exponential growth of model sizes\nRapid global adoption of AI\nGPUs/NPUs becoming the “oil of the digital age”\nScarcity keeps compute prices structurally high."}]},{"type":"heading-two","children":[{"text":"2. AI + Blockchain Will Transform the Compute Market","bold":true}]},{"type":"paragraph","children":[{"text":"Blockchain is uniquely aligned with the characteristics needed for a compute economy:"}]},{"type":"bulleted-list","children":[{"text":"Verifiable\nDivisible\nTraceable\nDistributable\nWhen combined, compute becomes a "},{"text":"tradeable on-chain asset","bold":true},{"text":", similar to digitalized energy."}]},{"type":"heading-two","children":[{"text":"3. Global Tech Giants Are Confirming the Trend","bold":true}]},{"type":"bulleted-list","children":[{"text":"NVIDIA is building a full Agentic AI ecosystem\nHuawei is developing software-driven compute optimization\nBaidu is releasing new AI chips and hyperscale compute platforms\nChina is scaling national AI infrastructure rapidly\nWhether centralized or decentralized, the world is moving toward "},{"text":"Compute as an Asset (CaaA)","bold":true},{"text":"."}]},{"type":"heading-two","children":[{"text":"Conclusion","bold":true}]},{"type":"paragraph","children":[{"text":"As AI models gain the ability to self-generate, self-execute, and self-optimize, compute becomes the fuel powering all intelligence.\n\nThe next 20 years of competition will not be about “who has more money,” but "},{"text":"who controls more compute","bold":true},{"text":"."}]},{"type":"paragraph","children":[{"text":"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"}]}]
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