Every time I see NVIDIA's growth story, I can't help but marvel – its success today is not just because its GPU chips are the fastest, but because it has transformed itself into an irreplaceable infrastructure provider in the AI era. The CUDA ecosystem has nurtured millions of developers, and open standards like NVLink Fusion are directly embedded in the underlying architecture of global AI factories. Jen-Hsun Huang said there are trillions of dollars in infrastructure opportunities ahead, and this is not just empty talk – those who define the standards hold the discourse power of the entire ecosystem.

Interestingly, this story is being replicated in the blockchain field, and the protagonist is ETH.

Imagine this: Nvidia is upgrading from a GPU manufacturer to an AI infrastructure provider, and ETH is undergoing a similar transformation. It is no longer just a smart contract platform, but is gradually evolving into the standard settlement layer for the global value internet. What does this mean? It means that all financial activities and asset transfers require a unified, trustworthy, and programmable settlement tool—ETH is filling this role.

How did Nvidia do it? It built a developer moat through CUDA and transformed itself into the neural center of the entire ecosystem through open interconnection standards. The path that ETH is taking is actually the same - by constructing a global consensus financial infrastructure network through mechanisms such as EVM compatibility, Layer 2 ecosystem, and cross-chain standards.

This is the 'Nvidia moment' of blockchain—it's not about who can process faster, but about who can define the rules of the next generation of global finance. From this perspective, ETH's current status and prospects deserve a re-evaluation.