This article analyzes how computation infrastructure becomes a critical factor for the development of cryptocurrencies in the context of AI technology growth.
The Gold Rush Analogy
During the gold rush, the main benefits came not from fortune-seekers, but from infrastructure providers. Today, those investing in 'boom' infrastructures gain more than those chasing the hype. In Q1 of this year, AI tokens made up 37.5% of investor interest, reminiscent of an assumption of easy wealth.
The Compute Bottleneck
By 2030, data centers will require nearly $7 trillion to meet the growing compute demand. This will become a bottleneck for AI projects. Given the scarcity, it is crucial to acknowledge that hardware and computation power play a central role in this process. While Bitcoin holders target headlines, institutional investors focus on acquiring hardware.
Compute as a Real Asset
Unlike speculative tokens, computation power represents a real asset that can generate income. This allows investors to focus not only on tokens but also on the real assets that support a new market. Investing in computation provides the opportunity to create sustainable yield based on digital resources.
Infrastructure will always define the future. Given advances in AI, it is essential for the crypto sector to focus on funding this infrastructure to ensure long-lasting societal and economic impacts.
