Bitcoin

The AI‑hardware arms race is accelerating, tightening supply of high‑end GPUs that miners rely on. Simultaneously, the “agentic era” of AI could spawn new tokenised AI services, reshaping demand for programmable blockchains like Ethereum. These dynamics intersect with crypto’s current bear‑ish sentiment and high BTC dominance, creating a nuanced risk‑reward profile.

Google announced the launch of two specialized chips as part of the eighth‑generation TPU for the “agentic era” of AI.