DePIN 探索者 - DePIN Scan

The data center industry is currently facing significant challenges in meeting the immense computing power requirements of artificial intelligence (AI), particularly for training large language models (LLMs). According to Bain & Company, advanced AI models necessitate thousands of graphics processing units (GPUs) during the pre-training phase, which in turn demands highly sophisticated data center architectures. Presently, major cloud service providers operate hyperscale data centers with capacities ranging from 50 to 200 megawatts, costing between $1 billion to $4 billion. However, projections indicate that by the end of the decade, these capacities will need to scale up to over 1 gigawatt, with costs soaring to between $10 billion and $25 billion. This situation is compounded by the dominance of tech giants like Alphabet, Microsoft, Amazon Web Services (AWS), and Alibaba, which limits opportunities for smaller competitors to build comparable infrastructures. To address these challenges, decentralized physical infrastructure networks (DePIN) have emerged as a potential solution. DePIN aggregates small-scale computing resources, democratizing access to AI infrastructure and reducing reliance on major tech companies. By utilizing blockchain technology, tokenization, and decentralized governance, DePIN incentivizes participation from individuals and organizations, enabling them to contribute physical resources such as data storage, energy generation, and computing power. This decentralized approach not only enhances transparency and security but also allows for real-time data processing through edge AI, which deploys AI algorithms directly on devices at the network's edge, thereby alleviating the burden on centralized cloud networks. Looking ahead to 2025, DePIN is poised to fundamentally transform the AI landscape. Experts predict a massive scaling of decentralized compute networks, shifting AI model training from centralized supercomputing clusters to distributed networks powered by DePIN. Additionally, tokenized incentives will encourage broader participation in AI development, allowing smaller players to monetize their resources while contributing to global innovation. Furthermore, the decentralized nature of DePIN enhances security and privacy, addressing vulnerabilities associated with centralized infrastructures. As DePIN matures, it is expected to facilitate groundbreaking applications across various sectors, including healthcare and energy management, while ensuring that AI infrastructure remains accessible to startups and researchers, thus fostering a more equitable technological ecosystem.

CUDIS，一家由 Draper Associates 支持的 web3 健康公司，宣布與 UCLA 體育部展開為期一年的合作，旨在向學生和運動員推廣其 AI 驅動的智能戒指。這一合作將包括校園活動，CUDIS 將向 UCLA 的學生和體育迷展示其創新的戒指。該倡議旨在鼓勵有關健康生活方式、表現追蹤和數據擁有權的討論，同時允許學生運動員利用他們的形象權在社交媒體平台上推廣該產品。 作為合作的一部分，CUDIS 計劃與來自各個 UCLA 體育隊的學生運動員簽署姓名、形象和肖像權協議，包括網球、高爾夫、籃球、體操和足球。這一合作還將推出互動活動，旨在吸引 UCLA 的粉絲，例如在體育賽事期間的抽獎促銷。這一策略將幫助 CUDIS 將其智能戒指與大學的體育文化聯繫起來，提升品牌知名度和社區參與度。 CUDIS 的智能戒指利用區塊鏈技術來監測重要的健康指標，如心率、睡眠模式、壓力水平和燃燒的卡路里。該戒指基於 Solana 網絡，賦予用戶完全擁有其健康數據的權利，並通過 AI 教練提供個性化的健康建議。此外，它還集成了一個動態獎勵系統，通過為積極的生活方式選擇提供被動獎勵，激勵用戶採取更健康的習慣。最近，CUDIS 獲得了 500 萬美元的資金，進一步鞏固了其在蓬勃發展的 web3 健康領域中的地位。

Filecoin 正在朝著去中心化的實體基礎設施網絡（DePIN）取得重大進展，旨在為企業採用創建一個去中心化的存儲市場。在今年第二季度，Filecoin 上的活躍存儲交易較上月下降了 6%，儘管存儲利用率從 23% 提高到超過 26%。值得注意的是，存儲數據的用戶數達到 2,034，其中 518 位用戶管理著超過 1,000 TiB 的大型數據集，較上季度增長 2%。儘管存儲容量減少了 19%，Filecoin 虛擬機（FVM）卻獲得了 traction，已部署超過 3,700 個獨立合約，總鎖倉價值（TVL）達到 6300 萬 FIL（約 2.73 億美元），為該平台創下新紀錄。 Filecoin 生態系統正在多樣化其產品，出現了新的數據服務，專注於持久存儲、數據隱私以及與 Web2 和 Web3 應用的無縫集成。該網絡的架構允許基於提供者市場的獨特定價模型，通過加密經濟模型激勵存儲提供者。該模型使用零知識證明來確保數據的安全性和可靠性。此外，Filecoin 對增強企業應用的承諾通過其最近宣布的存儲創新獎勵計劃得以體現，該計劃旨在促進鏈上交易和檢索支付，從而吸引更多的使用案例並增加整體網絡活動。 隨著對去中心化解決方案的需求增長，Filecoin 正在將自己定位為 AI 數據經濟的關鍵參與者。與各種專注於 AI 的項目的合作以及 FVM 的持續開發預計將推動進一步的創新。該平台對企業採用的關注，加上其強大的去中心化計算基礎設施，暗示了 Filecoin 在區塊鏈領域持續擴展其影響力和能力的光明未來。