Recently, the US stock AI sector has been skyrocketing, with tech stocks hitting new highs one after another. But I’m thinking, where is the real gap? It’s still the old logic—lack of memory, lack of electricity, lack of computing power. Every time there’s a new demand, the market revolves around these shortfalls.

In the cryptocurrency market, these two lines are actually quite clear. One is AI computing power-related projects, and the other is data storage infrastructure. The former includes projects like VIRTUAL and TAO, which bet on the value flow in the era of computing power. The latter includes storage assets like AR and FIL, addressing the urgent need for data on-chain and distributed storage.

Honestly, whether these projects can benefit from the AI dividend is uncertain. Market sentiment is volatile, and early-stage projects carry significant risks. But from the demand side, the appetite for storage and computing power in the AI era is real. When they can truly monetize depends on technological implementation and market acceptance.