Master AI computing power and BTC, grasp the discourse power of wealth in the digital intelligence era

When we look back at the market turbulence of 2025, a clear picture is emerging: those who control computing power will hold the future of productivity; those who hold BTC will have the ultimate anchor of value. This is not just a technological revolution but a grand play about the redistribution of wealth and power.

In 1859, the drilling of a single oil rig in Pennsylvania pierced the arteries of modern industrial civilization, transforming the global landscape for the next two centuries. Today, fiber optic cables extending to data centers worldwide are reshaping economic order in a similar way. But this time, what flows is not black liquid but computing power shimmering on silicon chips; and the new “gold” is digital assets on the blockchain.

In 2025, the market experienced unexpectedly intense volatility. Trump’s aggressive tariffs triggered global supply chain shifts, and gold broke through $4,500 for the first time in history, while the crypto market found new opportunities amid the favorable GENIUS Act, only to suffer from leveraged liquidations afterward. Beyond these macro noises, a deeper industry consensus is brewing: Entities that control AI infrastructure will become the true power brokers of the digital intelligence era.

The New Industrial Revolution: How Computing Power Becomes the New Core of Economic Control

NVIDIA’s market cap reached $5 trillion in October 2025—what does this milestone imply? It signifies that a global consensus on the importance of computing power as a fundamental productivity source has been formed.

Meanwhile, giants like Google, Microsoft, and Amazon have collectively invested nearly $300 billion in AI infrastructure this year. Particularly, Elon Musk’s xAI built the world’s largest AI data center in Memphis in less than half a year, with plans to expand to one million GPUs by year’s end. These figures reflect not only current investment enthusiasm but also an irreversible trend: AI computing power is becoming the new core resource for economic control.

According to Goldman Sachs’ forecast, by 2030, global data centers’ electricity demand will increase by 165%. From 2023 to 2030, the US data center electricity consumption will grow at a compound annual rate of 15%, raising their share of total US electricity from 3% today to 8% in 2030. This is not a minor adjustment but a fundamental rewrite of the energy structure.

Four Investment Stages: The Key to Real Returns from AI Computing Power

Goldman Sachs’ stock strategist Ryan Hammond proposed the “Four Stages of AI Investment” model, revealing the industry’s evolution path: Chips → Infrastructure → Revenue Enablement → Productivity Enhancement.

Currently, the AI industry is at the cusp of transitioning from Stage 2 to Stage 3. The uniqueness of this period lies in the fact that infrastructure investments remain high, but commercialized application returns are accelerating. By 2028, global spending on data centers and hardware is expected to reach $3 trillion, while generative AI applications will grow to a $1.3 trillion market by 2032.

In Goldman Sachs’ macro outlook for 2026, it is predicted that this year will be the “year of ROI realization” for AI investments—AI will substantially reduce costs for 80% of non-tech companies in the S&P 500. This means that companies that master how to convert AI into profit growth will hold the greatest influence in this cycle.

From “New Oil” to “New Gold”: Dual Powers of Productivity and Store of Value

To understand why AI computing power is the “new oil” and BTC is the “new gold,” we need to re-examine the entire economic system from an energy perspective.

AI is an independent economic entity—it does not require traditional banking systems, only energy. BTC is a pure “digital energy store”—its issuance depends entirely on proof-of-work (PoW) based on electricity consumption. These two are highly aligned at the fundamental level: AI needs continuous, stable power, while BTC mining can absorb excess electricity from the grid, especially waste power from uneven spatial distribution.

When AI computations peak and electricity becomes scarce, BTC mining can shut down instantly, releasing power to higher-value AI clusters; conversely, during surplus periods (like wind or solar peaks), mining can act as a load absorber for excess energy. This demand-response mechanism makes BTC mining a “reservoir” in the power grid—companies that master this balance will hold the key position in future energy economics.

GENIUS Act and RWA: Institutional Foundations for Marketizing Computing Power

The passage of the US GENIUS Act in 2025 opened new doors for on-chain finance. Stablecoins are now incorporated into federal regulation, becoming an “on-chain extension” of the dollar system. This not only injects trillions of dollars of new liquidity into US debt but also provides a regulatory model for stablecoins in major jurisdictions worldwide.

Under this compliance framework, the RWA (Real-World Asset) market gains strong institutional support. AI computing assets, due to high investment costs, steady returns, and heavy asset attributes, are increasingly viewed as standardized RWAs. Whether it’s GPU cloud computing, AI inference resources, or edge computing nodes, parameters like pricing, leasing cycles, and load rates can be quantified and managed via on-chain smart contracts.

This means future leasing, revenue sharing, transfer, and collateralization of computing power will migrate fully on-chain. Computing resources can be flexibly scheduled on demand, operational yields verified in real-time. Platforms that master the securitization of computing assets will gain maximum financial leverage and market liquidity.

Who Controls Large-Scale Cloud Services, Who Holds the Power of Computing

The current AI computing ecosystem is clearly divided into two camps: Hyperscalers (mega cloud providers) and Neo Cloud (emerging specialized cloud providers).

Microsoft launched the $100 billion “Stargate” project to build a million-GPU cluster supporting OpenAI. Amazon plans to invest $150 billion over 15 years to accelerate in-house chip development, aiming to decouple costs from hardware. Google maintains annual capital expenditures of $80–90 billion, rapidly expanding with its custom TPU chips. Meta’s capital expenditure guidance has been raised to $37–40 billion.

These giants control the majority of market computing resources but face a challenge: general cloud platforms lack specialized scheduling efficiency. This opens opportunities for Neo Cloud providers like CoreWeave, Nebius, which focus on high-performance AI training and inference, offering more flexible leasing options and dedicated scheduling solutions.

CoreWeave, as the most prominent tech startup of 2025, exemplifies this trend. By accumulating top-tier GPUs (H100, B100, H200, Blackwell) and building high-performance data centers, they deliver flexible, on-demand access via whole-machine or whole-rack rentals. A key reason for their rapid rise is that many founding team members come from Bitcoin mining, possessing core skills in large-scale power procurement and hardware management.

BTC mining and AI high-performance computing are highly congruent at the fundamental level—both rely on massive power, high-density deployment, and 24/7 operation. The cheap electricity channels and hardware management expertise accumulated during the mining era have become the most valuable assets in the AI wave.

Notably, GoodVision AI exemplifies another path toward globalized computing power. Through intelligent scheduling and multi-user management, it can rapidly deploy low-latency, cost-effective AI infrastructure in emerging markets with weaker energy and infrastructure, solving the “last mile” latency challenge for AI deployment.

The “Dual Consensus” of Computing Power and BTC: Two Keys to the Future

This embodies the “dual consensus” logic: BTC is the top-level energy value anchor, while AI is the application of energy into productivity.

When the underlying logic of AI and BTC merge, a new financial paradigm is emerging. Tokenizing computing power as RWA not only enables verifiable records of its source, utilization, and revenue but also facilitates cross-region, cross-time smart contract settlements, reducing credit risk and intermediary costs.

For example, edge nodes’ load rates and efficiency parameters can be proven via PoW and quantified through smart contracts, making edge inference computing a transferable, collateralizable standardized financial product. This means the “on-chain computing market” is no longer a fantasy but becoming a reality.

From this perspective, the era of “computing power as currency” has arrived. As humanity enters the digital intelligence age, the “fuel” driving productivity shifts from oil to computing power, and the “underlying asset” supporting its value consensus evolves from gold to BTC.

Outlook: New Opportunities for the Masters

At this moment, like the bystanders standing on the muddy land of Pennsylvania in 1859, we are witnessing a new epoch boundary. Those who first master AI infrastructure and on-chain financial tools will play new roles in this transformation.

Currently, Bitcoin trades at $68,920, a price that itself reflects market recognition of its status as “digital gold” in the AI era. Those who hold computing power and BTC will redefine the distribution of wealth and power in this new cycle, becoming the true masters of the new era.