In the AI revolution, NVIDIA's success is not merely due to producing the fastest chips, but because it defined the standard paradigm for AI infrastructure. It has nurtured millions of developers through the CUDA ecosystem and embedded itself at the core of nearly all AI factories through open interconnect standards (such as NVLink Fusion), transforming from a chip company into an indispensable 'AI infrastructure enterprise'. Its CEO Jensen Huang even predicts that building AI infrastructure will be a multi-trillion dollar opportunity in the future.
History is repeating a similar script in the blockchain field, and $ETH is at the center of this paradigm definition. Its role is evolving from a 'world computer' to the standard settlement layer of the global value internet—this will be the 'NVIDIA moment' for blockchain.
NVIDIA paradigm: Defining the standard infrastructure of the ecosystem
· Core positioning: Transitioning from providing general computing power (GPU) to offering complete, standardized AI infrastructure solutions.
· Ecosystem building: Establishing a strong developer moat through the CUDA platform, and connecting and dominating the entire ecosystem via open standards (like NVLink Fusion).
· Demand explosion: Deep collaboration with leading enterprises like OpenAI marks its infrastructure as the default choice for industry innovation, driving sustained demand and trillion-dollar market expectations.
Ethereum path: Defining the digital foundational layer of finance
· Core positioning: Evolving from a smart contract platform to the programmable settlement infrastructure for the next generation of global finance.
· Ecosystem building: Housing the largest developer, application (DeFi), and user ecosystem, whose standards have become the universal language of the entire blockchain industry.
· Demand explosion: Large-scale asset tokenization (RWA) and the migration of financial systems on-chain have formed a trend. Giants like BlackRock, JPMorgan, and Westinghouse have issued and managed hundreds of billions of dollars in assets on Ethereum. Fintech companies like Robinhood have also chosen to build dedicated chains based on Ethereum technology to embrace new financial tracks.
The core analogy between the two is that they both transcend a single product, becoming the underlying foundation of a transformative era. NVIDIA is the 'silicon pillar' for AI's breakthrough from software to intelligent physical world; while Ethereum is the 'trustworthy settlement layer' for the global circulation of assets and financial contracts moving from paper-based, closed systems to digital and globalized flows.
Former BlackRock executive Joseph Chalom pointed out that we are witnessing a financial structural transformation that will last for decades, with Ethereum at its core. Analysis from Pantera Capital further reveals that capital is following the 'laws of physics,' flowing to where resistance is minimal and efficiency is highest — namely, the global, 24/7, programmable settlement layer that Ethereum provides.
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