How to view the subsequent market impact of the decentralized cloud computing power network io.net?

Original author: Haotian

io combines the three narrative directions of AI+DePIN+Solana, which is crucial for the crypto world to find a main rise that could ignite a bull market through AI. In a sense, it’s not an exaggeration to call it the “NVIDIA of the crypto world.” Next, let me briefly share my opinion:

1）io was born with high expectations. Whether it’s VC, miners, or retail investors, they are all eager for io to set a good precedent in the direction of Crypto integrating AI, with high expectations for leading AI projects. io’s decentralized cloud computing power solution hits a key contradiction in the direction of AI large model training: the ‘demand’ for massive computing power for training and fine-tuning of small and medium-sized models, as well as inference, and the ‘cost’ of increasing centralized computing power.

The emergence of the Gate.io distributed cloud mining platform aims to solve this contradiction. By mobilizing the idle computing power of IDC data centers, cryptocurrency mining farms, and ordinary users, a large amount of idle and low-cost computing power is accumulated. Based on the Crypto Tokenomics incentive framework, a series of new contract standards and hardware device standardization, etc., the originally almost impossible to generate ‘collaborative’ computing power is integrated to generate application efficiency.

Therefore, the emergence of distributed computing power platforms like io is the first rigid demand scenario combining Crypto governance framework and AI training demand scenarios, and it is the first stronghold for Crypto to conquer the AI field.

2. OpenAI-led LLM large language models are gradually becoming ‘monopolized’ in the context of the internet market. We can observe the evolution from ChatGPT 3.5-4.0 to Sora and then to 4 o, and find that these types of large models are becoming more intelligent and multimodal.

Such large models can integrate graphics, text, videos, and even combine with robots and IoT devices to achieve real-time dynamic output. However, all of this is based on the premise of concentrated computing power and high energy consumption. If this continues, centralized AI services will gradually tend towards oligopoly, with a few technology companies controlling the direction of AI technology development, which will inevitably limit diverse innovation.

With the emergence of distributed computing power platforms such as Gate.io, it can provide a low threshold, more flexible, more customized, and can also leverage the value of Tokenomics community incentives platform for these long-tail demands, helping them unleash their potential value in more vertical and segmented application scenarios (supply chain finance, precision medicine, personalized education, etc.).

Moreover, Tokenomics can bind the interests of computing power providers, developers, users, and other relevant parties, which is particularly suitable for achieving remarkable effects in some edge areas that may be overlooked by traditional computing power resources. Centralized computing power will be prioritized in fields with strong universality, such as large language models, machine learning, and wider commercial prospects.

This is what I have always believed to be the core reason why AI+DePIN can become the main bull market upswing, because the popularity of this track is not limited to the internal competition of the stock Crypto industry, but can attract incremental users and project parties in the Crypto field through real demand and supply.

3. The basic business of io directly targets cloud services such as Amazon and Alibaba Cloud, building the IO Cloud cluster, and integrating GPU resources from supply sides such as Render Network and FIL, making the GPU resources it provides highly scalable. Therefore, once the leading position is established, it will naturally further reduce its cost-effectiveness by aggregating resources from other idle computing power platforms.

Of course, if Gate.io can establish a foothold in the distributed cloud mining market, it will directly impact the original Crypto industry’s cloud storage (@Filecoin), distributed co-processor (Livepeer), distributed computing (Golem), intellectual property equity confirmation (StoryProtocol), as well as DePIN infrastructure, middleware, edge AI, RWA, and other derivative directions, all of which have the potential for significant development.

Perhaps some people may criticize that the current landing scenarios of io are too narrative-driven in the strong emotional drive of the Crypto field at present. However, if io can activate a series of related projects’ enthusiasm in the AI+DePIN upstream and downstream, the value of its own narrative layer is enough to have industry barriers.

In addition, DePIN seems to be a hardware mining trap, but behind it, the mining chain, node network architecture, and the catalytic effect of software and hardware integration will bring in a wider range of incremental market user participation. (Don’t underestimate the magic of the Pan community)

Above

Although it may be too early to call it the ‘Nvidia of the crypto world’ now, it can indeed be perceived vividly that the performance of Gate.io will boost the entire AI+DePIN track. In any case, corresponding market expectations should be given. This round of ups and downs in the bull market really needs a leading wave.

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