After a year of subdued crypto activity, the AI arms race is the next macro catalyst. A demonstrable AI system that learns from scratch signals that the compute‑intensive models powering it will need massive GPU/TPU capacity – a sector where blockchain‑based compute markets (e.g., Render Token, Golem, iExec) are positioning themselves as decentralized alternatives. This dovetails with the growing convergence of AI and Web3, where token incentives are used to crowdsource training data and model inference.

A table‑tennis robot named Ace, powered by AI, was demonstrated to beat elite players.