DePIN+AI is leading a new era in Bots technology

The field of artificial intelligence is developing at an astonishing pace, with explosive growth in computing power, data centers, and energy demand. However, this rapid development has also raised concerns about the centralization of technology. To address this challenge, the integration of DePIN( decentralized physical infrastructure networks) with AI is becoming an emerging trend, expected to drive AI technology towards a more open and decentralized direction.

How DePIN Helps Decentralize AI

The DePIN network can become the "facial features" and "limbs" of AI, helping AI better perceive and interact with the real world:

1. Provide more authentic and diverse data. DePIN devices can collect human operation data, synthetic data, and video learning data, offering richer training materials for AI.

2. Improve capital efficiency. Decentralized networks can distribute the capital burden, allowing small teams to participate in AI development and accelerating the data collection and evaluation process.

3. Enhance business efficiency. DePIN-driven smart Bots can create a virtuous economic cycle through token incentives.

Current Development Status of the DePIN Industry

• The number of DePIN projects increased from 100 in 2022 to 1,170 in 2024, with the market value rising from $5 billion to $50 billion.
• In Q1 2025, there were 36 financing rounds with a total amount of 159 million USD, the number of projects decreased but the scale expanded.
• Currently, DePIN has a small market share in various segments, but the growth potential is enormous.

Important Institutional Trends

The Grayscale Q2 report focuses on RWA, DePIN, and IP tokenization, with the addition of DePIN-related projects such as Geodnet and Story Protocol.

Latest Industry Developments

• Roam global nodes have reached 2.8 million, planning to launch an incentive mechanism.
• Phoenix collaborates with multiple AI companies to promote DePIN-AI integration.
• Helium Q4 operational data has significantly increased, and a partnership has been established with Telefónica Spain.

The combination of DePIN and AI is ushering in a new era of Bots technology. This trend is expected to promote a more open and inclusive development of AI, allowing more participants to benefit and ultimately building a sustainable technological ecosystem.