ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra. This is ∼2x Portugal’s entire annual electricity consumption. This builds on the existing $500bn Stargate agreement with SoftBank. That’s not all today: 1) Oracle is in talks with Meta over $20b AI deal, and; 2) xAI raises $10b at $200b valuation. GPUs and power are going to be the biggest bottlenecks for AI development. It’s no wonder that Big Tech is throwing eye watering sums of money at the problem. This will have downstream effects on crypto products as many AI apps build on the latest model iterations, with some fine tuning data pipelines to remain one step ahead. Once these developments kick in, expect value to accrue to AI projects that have refined their revenue tokenomics models. AI boom 2.0 could be closer than many anticipate.