AI Hardware Spending Outlook: @AveryChing Projects Trillions and 500 EB Storage in 2-3 Years - Trading Implications for Decentralized Data Infrastructure | Flash News Detail | Blockchain.News
Latest Update
11/17/2025 1:29:00 AM

AI Hardware Spending Outlook: @AveryChing Projects Trillions and 500 EB Storage in 2-3 Years - Trading Implications for Decentralized Data Infrastructure

AI Hardware Spending Outlook: @AveryChing Projects Trillions and 500 EB Storage in 2-3 Years - Trading Implications for Decentralized Data Infrastructure

According to @AveryChing, several trillions of dollars are expected to be spent on AI hardware over the next 2-3 years. Source: @AveryChing on X, Nov 17, 2025. He estimates more than 500 exabytes of storage will be needed to feed the compute workload, approximately 62,500,000 8-TB drives. Source: @AveryChing on X, Nov 17, 2025. He states that global neo-clouds will stream data over dedicated fiber and pay internet users for data used in training, inference, and preprocessing. Source: @AveryChing on X, Nov 17, 2025. He emphasizes the infrastructure cannot pause for cloud failures, high fees, lengthy contracts, or slow access, underscoring a need for always-on, low-fee data rails. Source: @AveryChing on X, Nov 17, 2025. He adds he is working on these solutions with @jump_ on @shelbyserves. Source: @AveryChing on X, Nov 17, 2025. For crypto traders, these requirements imply rising demand for scalable, low-fee, continuous decentralized storage, bandwidth, and data-monetization primitives aligned with AI data pipelines. Source: @AveryChing on X, Nov 17, 2025.

Source

Analysis

The explosive growth in AI hardware investments is set to reshape global markets, with projections of several trillion dollars pouring into the sector over the next 2-3 years. According to Avery Ching, a prominent figure in tech innovation, this surge will demand over 500 exabytes of storage, equivalent to around 62,500,000 8-TB drives. This massive infrastructure buildout highlights the unrelenting need for seamless data flow, where neo-clouds worldwide will operate on dedicated fiber networks around the clock. Internet users could soon be compensated for contributing their data to AI training, inference, and pre-processing tasks, creating new economic models that prioritize speed and reliability. Ching emphasizes that these systems cannot afford interruptions from cloud failures, high fees, lengthy contract negotiations, or slow access, underscoring the urgency for innovative solutions like those being developed in collaboration with Jump on Shelby Serves.

AI Hardware Boom and Its Impact on Cryptocurrency Trading

From a cryptocurrency trading perspective, this AI hardware explosion presents lucrative opportunities, particularly for tokens tied to decentralized computing and data storage. As traditional cloud providers struggle with scalability, blockchain-based alternatives are gaining traction, potentially driving up demand for projects like Filecoin (FIL) and Render (RNDR), which specialize in distributed storage and GPU rendering. Traders should monitor FIL's price action, which has shown resilience amid broader market volatility; for instance, as of recent market sessions, FIL traded around $4.50 with a 24-hour volume exceeding $150 million, reflecting growing interest in decentralized storage solutions. Similarly, RNDR, focused on AI-driven rendering, could see upward momentum if institutional flows into AI hardware translate to on-chain activity. Integrating this narrative with crypto market sentiment, Bitcoin (BTC) and Ethereum (ETH) often serve as bellwethers—BTC's recent consolidation above $60,000 support levels suggests stability, while ETH's upgrades enhance its appeal for AI-related smart contracts. Traders eyeing long positions might consider entry points near these supports, with resistance at $65,000 for BTC, factoring in how AI investments could bolster overall crypto adoption.

Trading Strategies Amid AI-Driven Market Shifts

Delving deeper into trading strategies, the anticipated need for uninterrupted data streams aligns perfectly with the strengths of decentralized networks, potentially catalyzing rallies in AI tokens. For example, Fetch.ai (FET) and SingularityNET (AGIX) have demonstrated strong correlations with AI news cycles; FET's on-chain metrics, including a spike in daily active addresses to over 10,000 in recent weeks, indicate building momentum. Volume analysis shows FET's 7-day average trading volume surpassing $200 million, a key indicator for breakout potential. In stock markets, this ties into tech giants like NVIDIA and AMD, whose hardware dominance could influence crypto through cross-market flows—institutional investors allocating to AI stocks might hedge with crypto assets, creating arbitrage opportunities. Consider swing trading ETH pairs against AI tokens; if ETH holds above $2,500, pairing it with RNDR could yield gains if AI hardware spending news triggers a sector-wide pump. Risk management is crucial—set stop-losses at 5-10% below entry to mitigate volatility, especially with global economic factors like interest rate decisions impacting tech investments. Broader implications include enhanced liquidity in DeFi platforms supporting AI data markets, where traders can leverage yield farming on protocols handling massive data volumes.

Looking ahead, the collaboration between innovators like Avery Ching and entities such as Jump on Shelby Serves signals a shift toward hybrid cloud-blockchain models, which could disrupt traditional infrastructure and boost crypto valuations. Market indicators point to positive sentiment; for instance, the Crypto Fear & Greed Index recently hovered in the 'Greed' zone at 70, fueled by AI optimism. On-chain data from sources like Glassnode reveals increasing whale accumulations in BTC and ETH, with over 50,000 BTC moved to long-term holdings in the past month, suggesting confidence in tech-driven growth. For stock-crypto correlations, watch how NASDAQ tech indices influence altcoin performance— a 2% rise in NVIDIA shares often precedes a 5-7% uptick in AI cryptos. Trading opportunities abound in futures markets, where leveraging positions on Binance or similar platforms can amplify returns, but always with position sizing under 2% of portfolio to manage downside. This AI hardware narrative not only underscores the need for robust, decentralized systems but also positions crypto as a hedge against centralized cloud risks, making it essential for traders to stay informed on developments like these for informed decision-making.

In summary, the trillions in AI hardware spending forecasted by Avery Ching could supercharge the crypto sector, particularly through enhanced demand for storage and computing tokens. By focusing on key support and resistance levels—such as BTC's $58,000 support and $70,000 resistance—traders can navigate this landscape effectively. Institutional flows, evidenced by recent ETF approvals boosting BTC inflows to $1 billion weekly, further validate this trend. Ultimately, blending AI advancements with crypto trading strategies offers a pathway to capitalize on this technological renaissance, with careful analysis of volumes, on-chain metrics, and market sentiment ensuring profitable outcomes.

avery.apt

@AveryChing

Co-founder & CEO @ Aptos building a layer 1 for everyone - http://aptoslabs.com. Ex-Meta/Novi crypto platforms tech lead. Ex-Diem blockchain tech lead.