DePIN+AI is pioneering a new era of DePIN Bots

Summary

The DePIN sector's market value has reached 50 billion USD, with a slight increase in financing scale in the first quarter, but a decrease in the number of projects, indicating that the industry is gradually maturing. DePIN+AI is building a new paradigm of Bots in the AI era, with the main viewpoint suggesting that the development of embodied intelligent AI relies not only on algorithms but also on hardware upgrades, data accumulation, funding support, and human participation. The establishment of the DePIN Bots network is expected to accelerate AI training and hardware optimization, reduce development barriers, and promote the Bots industry to be driven collaboratively by the global community, moving toward an open and sustainable technological ecosystem.

1. DePIN+AI Constructs the Robot Paradigm in the AI Era

DePIN+AI faces numerous opportunities and challenges in the field of robotics technology. The AI sector is developing rapidly overall, with demand for computing power, bandwidth, energy, and data increasing several times. However, the excessive centralization of AI development raises concerns, and DePIN+AI is seen as a potential solution.

The DePIN network can serve as the "senses" and "limbs" of AI, helping it perceive the real world in all dimensions and take action. The main advantages include:

1. Making AI data more realistic and diverse helps develop embodied intelligence.
2. Improve AI capital efficiency and promote decentralization from the source.
3. Assist AI and embodied intelligence in enhancing business efficiency

The data collected by DePIN+AI in the future may be divided into three categories: human operation data, synthetic data, and video learning data. DePIN technology can decentralize the capital burden, accelerate data collection and evaluation, and assist AI Bots in landing with higher efficiency and lower costs.

2. DePIN Track Data and Observations

1. The overall share of DePIN only accounts for 0.1% of the trillion-dollar AI market, with huge growth potential.

2. The increase in funding amount for DePIN but a decrease in quantity indicates that mature projects are scaling up.

3. The Grayscale Q2 quarterly report focuses on RWA, DePIN, and IP tokenization, with two new DePIN projects added.

4. The revenue ranking of the DePIN track in the past 30 days shows strong performance from the leading projects.

5. Industry Events: New developments in projects such as Roam, Phoenix, IoTeX, etc.

6. Financing Information: GLIF has released a governance token, and Domin Network has received investments from multiple institutions.

The DePIN track is currently in the early stages of development and is expected to play an important role in the AI field in the future, promoting the innovation and popularization of Bots technology.