Recently, I have been reading about the collaboration between Disney and NVIDIA to develop advanced AI infrastructure, simulation, and large-scale 3D rendering, but beyond the headline, what I find really relevant is the structural message that this alliance leaves behind.
What led me to a very interesting reflection: Disney has officially marked the beginning of the race to dominate the creation of hyper-realistic content.
And you don't have to be a magician or a fortune teller to know that in the short to medium term, Netflix, Amazon, Apple, and all the studios will follow the same path, which means that global demand for GPUs will skyrocket and the bottleneck will be brutal for medium, small studios and independent creators.
Friends, I am convinced that we are in an early phase of something that could become standard in a few years; I am talking to you today about a long-term trend:
More AI-generated content
More virtual worlds
More need for rendering, simulation, and graphics power
And this is where the crypto world has a unique answer: Render Network is the undisputed leader in DePIN of GPU. It allows artists to use tokens $RENDER to pay for high-end 3D rendering. It is not a future idea; it already has an active network with thousands of users and nodes.
The Disney-NVIDIA alliance does not compete with Render; it validates its business thesis. As giants raise the standards, thousands of creators will need access to that same power, but at decentralized costs, and Render is there to provide it.
Projection based on adoption growth (CAGR):
• Conservative Scenario (25% CAGR): RENDER ~$30-35.
• Moderate Scenario (50% CAGR): RENDER ~$75-85.
• Moonshot Scenario (80% CAGR): RENDER ~$335-350.
(These are not predictions; they are models based on network growth. The price may be volatile).
Friends, this is not an invitation to buy anything, but to think ahead and contrast ideas. The best moves often arise from collective analysis, not from hype.
I am very interested to know your analyses in the comments:
Do you think decentralized computing can compete with or complement large centralized infrastructures?
Do you see real value in tokens tied to infrastructure or do you still consider it too speculative?
Do you think the demand for GPUs will skyrocket?
Do you see decentralized networks as a viable solution for the long tail of the market?
I see $RENDER it as a bet on a rising coin, not as a critical infrastructure of the digital future. My strategy is DCA over 5 years (as I have already mentioned) and to follow the network metrics (rendering hours, nodes), not the daily price.
And you?
