1. Executive Summary This report is a prospective summary of the AI sector hype, and provides some information analysis and related token introductions. It also observes market behavior under the impact of intensive AI news.
2. Macroeconomic Information on AI
1. NVDA's first quarter earnings day has driven multiple rebounds in the crypto AI field. If Nvidia's earnings report is broken again, major AI tokens will see a new round of rebounds. This earnings day is 5.23.
2. The cost of LLM training for top AI models continues to soar — OpenAI’s GPT-4 is estimated to cost $78 million, while Google’s Gemini is estimated to cost $191 million
3. Google will integrate AI into Google Search 4. Google held its I/O developer conference and announced a ton of updates to its AI ecosystem (including advances in the Gemini family, Project Astra, a new video generation model comparable to OpenAI’s Sora, and more).
Earlier this week, Google announced major updates to its AI ecosystem, including the Gemini family, Project Astra, and a new video generation model to compete with OpenAI’s Sora.
5. Microsoft AI Conference May 21
6. Apple holds an AI conference on June 10
7. Unitree G1 Humanoid Robot AI Avatar starts at $16,000. The robot has unparalleled movement capabilities with 23-34 ultra-large joint movements. It provides precise hand control and object manipulation
8. OpenAI's ChatGPT is integrated on iOS devices. Apple can occupy a considerable part of Google's market share. The competition between giants in AI is intensifying.
9. Meta is in the early stages of developing AI-powered earbuds, known internally as “Camerabuds.” The project aims to compete with OpenAI and Apple as tech giants race to inject AI into wearables.
10. The President of Argentina is about to go to Silicon Valley to meet with Zuckerberg and leaders of Apple, OpenAI and Google to attract AI investment to Argentina. 3. Risk Analysis This report is a possibility of AI sector speculation. The actual operation needs to consider the influence of external market factors: mainly depends on whether the market can stabilize. The choice to continue to participate in AI is partly because AI tokens pull up earlier, and the callback and consolidation time is also earlier, which has the possibility of speculation overall.
However, it needs to rely on a good market environment, otherwise it is easy to be hit hard, so if you choose to participate, you must also do a good job of risk management. This aspect is mainly the risk of the market. Based on experience, if Nvidia's financial report is good at this stage, it can drive the price reaction of other AI-related US stocks. In a good stock market environment, BTC generally will not fall sharply. Therefore, if you bet on Nvidia's good financial report, you can choose AI-themed themes. Last time, when AI rose under the stimulation of Nvidia's financial report, the entire crypto market was already in an upward state.
This time, the market is at a low point, waiting for some stimulus to drive it higher. The most visible data for AI's promotion is $NVDA's outperformance.
4. AI-related Tokens
RNDR: As a representative work of computing power AI, RNDR content appeared in Apple's promotional video before, and was also invited to attend the Nvidia AI Conference. Near and RNDR founders' conference speeches were good news, and it also led the rise of the entire AI sector. It is currently rebounding after a decline and standing at $10.
AR: ArweaveEco's core organization fwdresearch will develop a new decentralized parallel computing layer AO, and has been performing well in the AI track.
The hyper-parallel computer PoS calculation in Arweave allows any number of processes to be executed in parallel. Temporary storage is also provided. After the pull-up, it leads the decline and then rebounds first. It is a means of controlling the market maker, showing strong performance and priority.
NEAR: The founders of NEAR and RNDR were previously invited to attend the NVIDIA AI Conference and gave speeches. The founders of NEAR are the original core coders of Google AI, da chain, ai chain, and shard chain.
FET: FET, OCEAN, AGIX confirmed the token merger, after Nvidia hit a new high. FET also had a good increase, and there is a possibility of a breakthrough if there is news
THETA: The demon coin of the last bull market, it broke through the bottom range and then fell back. It is an edge computing platform with US patents. The blockchain sharding paper recently completed by Theta Labs was published at the CCF-A conference The Web Conference (WWW 2024).
The blockchain sharding technology based on deep reinforcement learning proposed in this paper can significantly reduce the proportion of cross-shard transactions while maintaining load balancing, and greatly improve the performance of the blockchain system. The Theta edge network processes more than 1 million AI training jobs per month, making it one of the largest decentralized healthcare AI use cases in the world. "Powered by Theta Edge Network and EdgeCloud. A new era of AI computing. The success of MetaCannes is a testament to the innovative spirit of @Theta_Network. We are proud to power the first and only on-chain on-demand film festival powered by cutting-edge live streaming technology. Currently The concept of live streaming is also introduced.
JASMY: Japanese AI, in partnership with Panasonic, has been trading in a range for the past three months and also performed well in the last AI rally. Social media chatter has been active, and Jasmy recently received IS 802902 / ISO 27001 certification accredited by ANAB, the ANSI National Accreditation Board. ANAB is the largest multidisciplinary certification body in the Western Hemisphere, providing certification and training services to a variety of entities engaged in certification, verification, inspection, and laboratory activities.
VANRY: The previous TVK, games, AI, and VR concepts have now also been made into public chains. Combined with the glasses to be released by META, there is an expectation of hype. ROSE: AI public chain + privacy, it has performed well in the previous market, but the performance is generally in the middle and late stages.
ARKM: Sam Altman invested in the AI data analysis platform, which is more open to openai news
WLD: OpenAI-related tokens, the huge FDV, have recently been caught in a crisis of unlocking quantity.
PHB: Zhuangkong AI computing power token has always had outstanding performance, but it has also experienced dramatic ups and downs.
ANKR: From storage to AI, it is somewhat similar to AR. It is a project under bAn, but its performance has always benefited from serious news hype. It is suspected that there are serious problems of internal bribery and insider trading.
5. Conclusion This report is a forward-looking understanding of AI. It observes the token speculation under the dense AI news. The premise is first the market, and secondly the hot money. AI always rises and falls quickly. Please note that the observation list listed in this article is mainly in CEX. There are many tokens that are not listed, such as TAO’s OTC large-scale unlocking, AKT and OPSEC’s on-chain GPU computing power. Those who are following can continue to observe. Stimulated by Nvidia’s good financial report, AI will rise for a short time, which can be used as a narrative practice. However, I personally think that the news shock cannot be held for a long time.
