The next big AI trade? 🤖
I expect $VVV and $B3 to keep showing up as investors look for crypto-native ways to get exposure to the infrastructure behind AI growth.
VVV gives that exposure closer to the inference layer, where usage rises as more users and applications consume AI models.
But the bigger shift I’m watching is what happens underneath that usage.
As AI companies move into persistent production workloads, compute stops being a temporary cloud bill and starts becoming a real margin decision.
That is why B3IQ stands out to me.
B3IQ sold eight figures of GPUs in its first two weeks and has since seen more than nine figures in deployment demand, giving the ownership thesis real traction before compute becomes an even bigger part of the AI conversation.
The model is simple.
Builders can finance dedicated GPU infrastructure over time while B3 handles procurement, assembly, hosting and operations, with unused capacity able to generate value instead of sitting idle.
For me, that makes B3 one to watch as the AI trade moves from just accessing compute to actually owning it 🔥
#AI #Infrastructure
I expect $VVV and $B3 to keep showing up as investors look for crypto-native ways to get exposure to the infrastructure behind AI growth.
VVV gives that exposure closer to the inference layer, where usage rises as more users and applications consume AI models.
But the bigger shift I’m watching is what happens underneath that usage.
As AI companies move into persistent production workloads, compute stops being a temporary cloud bill and starts becoming a real margin decision.
That is why B3IQ stands out to me.
B3IQ sold eight figures of GPUs in its first two weeks and has since seen more than nine figures in deployment demand, giving the ownership thesis real traction before compute becomes an even bigger part of the AI conversation.
The model is simple.
Builders can finance dedicated GPU infrastructure over time while B3 handles procurement, assembly, hosting and operations, with unused capacity able to generate value instead of sitting idle.
For me, that makes B3 one to watch as the AI trade moves from just accessing compute to actually owning it 🔥
#AI #Infrastructure
