# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Tokens, Models, and Bubbles: The Crypto × AI Game in the Primary Market

Based on a two-year retrospective, this article analyzes the convergence of Crypto and AI from a primary market perspective. Initially, the crypto space heavily promoted "Crypto Helps AI" through three main narratives: computation power tokenization, data tokenization, and model tokenization. However, these efforts largely resulted in what the author calls a "tokenization illusion"—projects that issued tokens but lacked real product-market fit or sustainable business models. The piece critiques these approaches: decentralized compute networks often fail to meet enterprise reliability standards; tokenized data struggles with supply-demand alignment due to low user motivation and high professional requirements; and model tokenization is fundamentally flawed since AI models are non-scarce, easily replicable, and depreciate quickly. Additionally, projects focusing on verifiable inference (like ZKML or OPML) are solutions in search of a problem, as real-world AI failures are rarely due to malicious tampering but rather design errors or misconfigurations. The author references Vitalik Buterin’s updated views, which now present a more balanced perspective compared to two years ago. Buterin outlines four quadrants of Crypto × AI integration: two where crypto (especially Ethereum) provides trustless, economic layers for AI agents and private interactions, and two where AI enhances crypto—through local LLMs acting as user shields for security and AI improving market efficiency and DAO governance. The conclusion emphasizes that meaningful progress lies at the intersection of both fields, beyond mere tokenization or speculative narratives, and expresses hope for more substantive developments in the future.

比推02/12 06:16

Tokens, Models, and Bubbles: The Crypto × AI Game in the Primary Market

比推02/12 06:16

The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, But the Computing Power Revolution?

The next seismic shift in AI isn't about SaaS disruption but a fundamental revolution in computing power. While many focus on AI applications like Claude Cowork replacing traditional software, the real transformation is happening beneath the surface: a dual revolution in algorithms and hardware that threatens NVIDIA’s dominance. First, algorithmic efficiency is advancing through architectures like MoE (Mixture of Experts), which activates only a fraction of a model’s parameters during computation. DeepSeek-V2, for example, uses just 9% of its 236 billion parameters to match GPT-4’s performance, decoupling AI capability from compute consumption and slashing training costs by up to 90%. Second, specialized inference hardware from companies like Cerebras and Groq is replacing GPUs for AI deployment. These chips integrate memory directly onto the processor, eliminating latency and drastically reducing inference costs. OpenAI’s $10 billion deal with Cerebras and NVIDIA’s acquisition of Groq signal this shift. Together, these trends could collapse the total cost of developing and running state-of-the-art AI to 10-15% of current GPU-based approaches. This paradigm shift undermines NVIDIA’s monopoly narrative and its valuation, which relies on the assumption that AI growth depends solely on its hardware. The real black swan event may not be an AI application breakthrough but a quiet technical report confirming the decline of GPU-centric compute.

marsbit02/12 04:38

The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, But the Computing Power Revolution?

marsbit02/12 04:38

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