DePAI 会是下一个叙事风口吗?

Foresight NewsPublished on 2025-02-19Last updated on 2025-02-19

Abstract

DePAI 提供了一个机会,让 Web3 的物理 AI 生态系统得以在中心化巨头占据主导地位之前建立起来。

撰文:Dylan Bane

编译:深潮 TechFlow

去中心化物理 AI (Decentralized Physical AI, 简称 DePAI) 为机器人以及物理 AI 基础设施堆栈提供了一种去中心化的替代方案,摆脱了传统集中化控制的模式。

从现实世界数据的收集到通过 DePIN 部署的物理 AI 智能体操作机器人,DePAI 正在稳步迈向未来。

「通用机器人领域的 ChatGPT 时刻即将到来。」——NVIDIA CEO Jensen Huang

数字时代最初以硬件为起点,随后发展至无形的软件领域。而 AI 时代则反其道而行之,从软件开始,如今正向物理世界迈进,这是其尚未征服的最后疆域。

在一个由机器人、无人机、自动驾驶汽车及类人机器人主导的未来,这些机器由自主物理 AI 智能体运行,并逐步取代传统劳动力,围绕「谁拥有这些机器」的问题成为了一个重要的社会议题。

DePAI 提供了一个机会,让 Web3 的物理 AI 生态系统得以在中心化巨头占据主导地位之前建立起来。

目前,DePAI 的基础设施堆栈正在快速发展。

在现阶段,数据收集层是最活跃的部分。这一层不仅能够为部署在机器人上的物理 AI 智能体提供训练所需的真实世界数据,还可以通过实时流数据帮助机器人导航复杂环境并完成任务。

然而,真实世界数据的获取仍然是训练物理 AI 的主要瓶颈。

尽管 NVIDIA 的 Omniverse 和 Cosmos 等平台通过模拟环境提供了一个有前景的解决方案,但合成数据只能解决部分问题。为了进一步完善训练,远程操作和真实世界视频数据也将成为不可或缺的资源。

在远程操作领域,@frodobots 正在利用 DePIN 部署低成本的人行道配送机器人到全球各地。这些机器人在运行过程中捕捉了人类在现实环境中做出决策的复杂性,生成了高价值的数据集,同时有效解决了初期资本不足的问题。

DePIN ( 去中心化物理基础设施网络 ) 通过其代币驱动的飞轮效应,为数据采集传感器和机器人的快速部署提供了强大支持。

对于那些希望加速销售并降低资本支出(CapEx)和运营支出(OpEx)的机器人公司来说,与传统方法相比,DePIN 提供了一种更高效、更经济的解决方案。

DePAI ( 去中心化物理 AI) 还能够利用真实世界的视频数据,训练物理 AI 系统,并构建一种对现实世界的共享空间理解。

例如,@Hivemapper 和 @NATIXNetwork 拥有独特的视频数据集,这些数据可以成为训练物理 AI 的重要资源。

正如 @masonnystrom 所言:「单个用户的数据难以货币化,但在汇总后却能创造巨大价值。」

通过 DePIN 的网络,可以汇总来自不同设备和节点的真实世界数据,生成高价值的数据集。

@iotex_io 的 Quicksilver 系统不仅能够汇聚这些数据,还能处理数据验证和隐私保护问题,为去中心化数据利用提供了安全保障。

此外,空间智能和计算协议也在利用 DePIN 和 DePAI 的技术,推动空间协调和现实世界 3D 虚拟孪生的去中心化发展。

例如,@AukiNetwork 的 Posemesh 技术在保护隐私和保持去中心化的同时,可实现实时的空间感知能力,为物理 AI 提供了强大的支持。

目前,物理 AI 智能体的初步应用已经进入现实。

例如,@SamIsMoving 正在利用 Frodobots 的全球配送车队,通过分析数据来预测地理位置。

未来,通过像 Quicksilver 这样的框架,AI 智能体将能够实时接入由 DePIN 提供的数据,从而更高效地完成复杂任务,推动物理 AI 的进一步发展。

如果你希望参与物理 AI (Physical AI) 的发展,投资 DAO ( 去中心化自治组织 ) 或许是最直接的途径之一。

@xmaquinaDAO 通过其平台,为成员提供接触物理 AI 资产的机会,这些资产包括机器实物资产 (Real World Assets, RWAs)、DePIN 协议 ( 去中心化物理基础设施网络 )、机器人公司以及知识产权 (IP)。此外,这些投资还得到了其内部研发团队的支持,确保技术与市场的领先性。

Trending Cryptos

Related Reads

How Yen Intervention Affects Bitcoin: QCP Capital Breaks Down the Risk Chain for the Crypto Market

Trading firm QCP Capital has analyzed the impact of the recent coordinated US-Japan currency intervention on Bitcoin and Ethereum. They conclude that US long-term Treasury yields and the Japanese yen's status are now as crucial for the crypto market as Federal Reserve policy. The intervention, the first joint action to support the yen since 1998, occurs amid significant pressure on the long end of the US Treasury yield curve, with 30-year yields recently hitting 2007 highs. QCP notes this rise isn't solely driven by inflation expectations, pointing to factors like real yields, supply from substantial US government and corporate borrowing, and shifting demand from major foreign holders like Japan. For crypto assets, the primary transmission channel is the yen carry trade. A sharp yen strengthening could force investors to unwind these leveraged positions, potentially causing spillover selling in risk assets like Bitcoin and Ethereum. However, QCP stresses this outcome isn't guaranteed given the still-wide US-Japan rate differential. The firm outlines two scenarios: short-term yen volatility could increase market-wide deleveraging and crypto volatility, while longer-term currency stability might ease pressure on Treasury liquidity. Ultimately, the intervention highlights that factors beyond the Fed—like Treasury borrowing plans and currency operations—are increasingly important for global liquidity and, consequently, crypto markets. From a data perspective, the intervention signals a broader shift where central banks favor gold over US Treasuries for strategic reserves. This places Bitcoin in a dual role: competing with gold as a hedge while remaining exposed to dollar liquidity via the yen carry trade. Future interventions may clarify whether crypto behaves more as "digital gold" or a risk asset within the dollar system.

cryptonews.ru3m ago

How Yen Intervention Affects Bitcoin: QCP Capital Breaks Down the Risk Chain for the Crypto Market

cryptonews.ru3m ago

In-depth: The Foreign Guest Genspark

The article "The Foreign Guest: Genspark" investigates the identity and business practices of AI startup Genspark, which presents itself as a Palo Alto-based "AI Costco" offering a subscription bundle of over 70 models and numerous AI agent tools. Despite its official Silicon Valley narrative, Genspark's founding team has deep roots in Chinese tech giant Baidu, a history systematically downplayed in its branding. The company actively cultivates an image as an elite US firm, heavily publicizing partnerships and endorsements from OpenAI, Anthropic, and Microsoft, while distancing itself from the Chinese AI community and obscuring its connections to Chinese investors and open-weight models (like those from DeepSeek, Moonshot AI, and MiniMax) that power its services. Genspark's core strategy involves rapidly cloning and integrating successful AI product concepts (e.g., from Perplexity, Manus, Plaud) into its unified platform, supported by aggressive marketing, including Super Bowl ads and paid native content in publications like The Wall Street Journal. Critically, the article suggests a significant portion of its engineering and product development is conducted by a team in Beijing, operating outside its official US corporate structure. This duality allows Genspark to leverage Chinese talent and models for efficiency and cost reduction while constructing a public facade as a purely American success story. The piece concludes that Genspark's most effective agent is its own corporate identity, meticulously engineered to obscure its Chinese underpinnings and be perceived solely as a Silicon Valley company.

marsbit51m ago

In-depth: The Foreign Guest Genspark

marsbit51m ago

Trading

Spot

Hot Articles

How to Buy IOTX

Welcome to HTX.com! We've made purchasing IoTeX (IOTX) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy IoTeX (IOTX) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your IoTeX (IOTX)After purchasing your IoTeX (IOTX), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade IoTeX (IOTX)Easily trade IoTeX (IOTX) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

1.5k Total ViewsPublished 2024.03.29Updated 2026.06.02

How to Buy IOTX

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of IOTX (IOTX) are presented below.

活动图片