According to @AndrewYNg, GPUs are pivotal to AI workloads, reinforcing the central role of graphics accelerators in the AI compute cycle. Source: https://twitter.com/AndrewYNg/status/1983609014408851718 NVIDIA’s data center GPUs (H100, H200) and the Blackwell platform are built for large-scale training and inference, making NVDA a primary market proxy for AI GPU demand. Sources: https://www.nvidia.com/en-us/data-center/h100/ ; https://www.nvidia.com/en-us/data-center/h200/ ; https://www.nvidia.com/en-us/data-center/technologies/blackwell/ AMD’s Instinct MI300 series targets AI training and inference, positioning AMD as an alternative AI accelerator supplier and adding competitive GPU capacity to the market. Source: https://www.amd.com/en/products/accelerators/instinct/mi300 The Ethereum Merge in September 2022 shifted ETH from proof-of-work to proof-of-stake, ending ETH GPU mining and decoupling ETH network security from GPU hardware. Source: https://ethereum.org/en/roadmap/merge/ Decentralized compute projects leverage GPUs for rendering and AI workloads, including Render Network (RNDR) and Akash Network (AKT), which document GPU-powered decentralized services and tokenized resource markets. Sources: https://docs.rendernetwork.com/ ; https://docs.akash.network/

According to @rovercrc, China has demanded that the U.S. lift AI chip export restrictions as part of a trade deal, although the post does not include an accompanying official government document or statement (source: X post by @rovercrc, Aug 10, 2025). U.S. AI chip export controls on China were imposed and tightened by the U.S. Department of Commerce in October 2023, targeting advanced GPUs used for AI, which has constrained shipments of high-end Nvidia and AMD accelerators to China (source: U.S. Department of Commerce press release, Oct 17, 2023; Reuters, Oct 17, 2023). For crypto traders, the AI narrative sector including RNDR, FET, TAO, and GRT is thematically linked to AI compute headlines and is commonly tracked during policy-related AI chip news (source: Binance Research coverage of AI-related crypto sectors, 2023–2024).