I've been thinking about a particularly strange question lately: why does everyone focus on models, parameters, and applications when discussing AI, yet seem oblivious to 'computing power supply chain finance'? It's like discussing the automotive industry where everyone praises the horsepower of engines, but no one is willing to acknowledge that what truly determines the industry's landscape is who can access the cheapest, most stable, and replicable energy supply. Do you think OpenAI rose to prominence because of ChatGPT? No, they did so by mastering the ability to finance massive computing power. And now GAIB has suddenly emerged, claiming to break down heavy assets like GPUs, data centers, and AI devices into on-chain assets, facilitating financing, circulation, and redistribution in a global manner. To put it bluntly, this is the AI industry's most sensitive reverse scale. Because this is the first time the financial power of 'computing power' is being taken from the hands of giants and handed over to the market.
When I first saw GAIB's model, I felt it had a bit of 'Tesla flavor.' Tesla didn’t become prominent because of its cars, but because it forced the entire industry to acknowledge: 'Electric vehicles are not toys; they are a new energy paradigm.' Now, GAIB is doing something even more dangerous: making everyone reaffirm, 'Computing power is not a resource; it is a financial product.' If you view computing power as an asset, then it can be priced, mortgaged, securitized, lent, circulated, split, and injected into the global capital pool. Once this logic is established, the entire commercial landscape of the AI world will undergo tremendous changes.
GAIB's AID is a pivotal point. It is not a stablecoin, nor an ordinary RWA currency, but a 'settlement unit of the AI economy.' It is backed by U.S. Treasury bonds and stable asset support, making it a stable value anchor that circulates freely on-chain, in DeFi, and across the computing power supply chain. Many people do not understand the significance of AID now, just as in 2013 everyone did not understand why Bitcoin could be treated as an asset. But at some point in the future, when the global computing power market driven by AI becomes a parallel economy, AID could very well become the dollar of this new world.
But what is even more powerful is sAID. After pledging AID into sAID, investors do not own interest, but a quasi-dividend structure—participating in AI computing power earnings, robotic equipment earnings, and DeFi market earnings; you might even benefit from the entire AI infrastructure growth curve. Such things used to belong only to capital giants, but now are shared by GAIB to retail investors. Some say this could disrupt the 'three mountains': AI giants, capital institutions, and traditional finance. If you look closely, it really is the case. First, AI giants will be uncomfortable because the power of computing has been taken away; second, capital institutions will be anxious because financing has shifted from closed to open; third, traditional finance will be cautious because AI assets are no longer financed through banks, but through on-chain markets.
GAIB has transformed DeFi into a 'capital market for computing power.' Previously, DeFi was about leverage, AMMs, and yield farming; now GAIB injects real computing power earnings into it, linking lending protocols, structured products, and yield protocols directly to the real-world AI economy. This means GAIB has turned Web3 financial tools into financing tools for AI infrastructure. This is historic for AI companies because they have never seen a financing channel that can simultaneously possess global reach, be split, be liquid, settle instantly, have zero boundaries, and not even have a cap on user numbers. AI companies no longer need to rely on bank loans or VC investments for computing power; they can generate a sustainable computing power supply chain through GAIB’s on-chain financing—this is true 'AI financial freedom.' But the more realistic question is: will this model trigger regulation? Will it provoke a backlash from traditional finance? Will it upset AI giants? Will it spark an extremely deep industry confrontation? I believe it will, but that is exactly the value of GAIB occupying the center of contradictions. A safe, non-intrusive, non-threatening, and non-controversial project cannot stir any waves in the strategic resource field of computing power. The controversies sparked by GAIB indicate that it is heading in the right direction. The key in the future AI industry is not which model is smarter, but who can control the 'supply-side' of computing power. The technical model of GAIB essentially standardizes GPU, data centers, and computing power devices using on-chain assets, allowing global capital to participate freely and forming a new economic cycle with AID and sAID. We have been discussing whether AI can change the world, but we forgot to ask: who will change AI? Projects like GAIB are pushing the AI economy from the 'centralized giant era' to the 'market-oriented computing power era.' Tesla changed the energy system, while GAIB changes the computing power system. Perhaps decades from now, people will look back at today and realize the real turning point was not the breakthrough of AI models, but the moment GAIB brought the AI infrastructure economy onto the chain.
