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20 billion dollars poured into computing power, this is not investment, it's a race for future dominance
Reports show that OpenAI plans to invest over 20 billion USD in the next three years to purchase servers powered by Cerebras chips, and will simultaneously acquire equity.
The core of this move is not the amount, but the direction—
AI competition has shifted from a battle of models to a "battle of computing power."
Whoever controls the computing power, whoever has the training ability, iteration speed, and ultimately the voice.
And as this level of capital continues to flow into infrastructure, it also sends a signal:
The future technological mainline will revolve around "computing power + data."
For the crypto market, this trend is not far off—
Decentralized computing power, the combination of AI and blockchain, is likely to become an important branch of the next narrative.
(Seemingly buying servers, but essentially laying out the next-generation technological foundation)