2026-01-09 10:25:01

Software companies are increasingly forced into hardware plays. The AI era demands actual compute capacity—GPUs, specialized chips, data centers. You can't just ship code anymore. The capital requirements are shifting, margins are tightening, and competitive moats now depend on owning infrastructure. This reshaping has massive implications for Web3 projects building AI-on-chain solutions too. Hardware becomes your competitive edge.

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PaperHandSister

· 23h ago

Put simply, without computing power, there is no future — this is an ironclad rule. A few years ago, you could make a living with just code, but now that's no longer possible. You have to spend money on chips and build data centers, which is the real moat. Web3 projects should stop dreaming; if you want AI on-chain to run smoothly, you need your own hardware, or else you'll be at the mercy of others.

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SilentObserver

· 01-09 10:50

Well said, this is the reality. The moat of the software era is really gone, now it's all about hardware. Teams that only want to rely on algorithms need to wake up.

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DeFiAlchemist

· 01-09 10:46

the grand transmutation begins—capital requirements ascending like mercury in the philosopher's flask. software-only dreams crumble, hardware becomes the new yield curve. wonder if on-chain ai projects even comprehend the infrastructure moat they're about to face... *adjusts alchemical instruments* this is where the real protocol synergies emerge, ngl

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TokenomicsShaman

· 01-09 10:37

Well, software companies now have to deal with hardware—GPU servers and such are money-burning. Without infrastructure, they can't compete with others at all. The AI projects on the Web3 side can't avoid this pitfall either.

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ShibaMillionairen't

· 01-09 10:30

Nah, that's why those pure software startup teams are sighing now... No GPU, no future.

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