AI

The AI desk covers where artificial intelligence and crypto actually meet — decentralised compute and DePIN networks, on-chain agents, model provenance, and the data-centre and semiconductor buildout financing both industries. It also covers AI as a market: the capital flowing into it is now large enough to move the same risk assets crypto trades alongside.

What we track on this desk

• Compute and infrastructure. GPU supply, data-centre capacity and the power constraints on both — the hard limits behind most AI announcements.
• Decentralised networks. Projects distributing compute, storage or inference, and whether the network does what the token claims it does.
• Enterprise adoption. Deployments with named customers, as distinct from partnerships announced without one.
• Capital flows. Funding rounds, chip orders and the balance-sheet commitments behind them.
• Policy. Model rules, compute export controls and the emerging supervisory interest in AI-driven financial services.

How to read an AI story here

This category has the widest gap between announcement and delivery of anything we cover. A partnership, a letter of intent and a signed contract are routinely reported in the same language, and a “deployment” is often a pilot with one team. Our stories say which stage a thing has reached, and where the source does not make that clear, we say that too.

Token projects claiming AI capability need the sharpest scepticism. Decentralised compute is a genuinely hard engineering problem and the number of networks credibly solving it is much smaller than the number claiming to. Where independent publishers disagree on whether a network is operational, the story is Disputed.

Where to go next

See the Verification Center for how publishers are counted, or the Markets desk for the capital side of the AI trade.