According to Odaily, Pandu Fund has released a report titled 'Decentralized AI Transforms With Deepseek's Influence,' highlighting the evolving narrative of decentralized AI. The report suggests that Web3 AI companies are focusing on replicating DeepSeek's success while offering new advantages such as multimodal capabilities, user ownership, censorship resistance, and privacy. It is anticipated that the number of projects on the supply side will continue to grow, and consumer-facing projects will begin to compete with Web2 counterparts by building networks with community participation. Over the next year, AI models developed on a complete Web3 AI stack are expected to emerge.
Additionally, companies combining AI and crypto are shifting their strategies to focus on infrastructure development rather than model creation. Companies in the GPU market, such as Akash, Render, IoNet, and Exabits, have developed sustainable revenue models. Meanwhile, enterprises like Grass and Gradient, which allow users to share network bandwidth, have found their market niche by providing distributed network services to Web2 clients.
In terms of inference tasks, the performance gap between small and large models is narrowing. This development indicates that Web3 can utilize these streamlined models for efficient inference operations without relying on the massive computing power of traditional AI giants. As this trend progresses, more inference endpoints driven by decentralized computing networks may emerge in the future.