$IO $RENDER The policies restricting the export of cutting-edge chips (such as the U.S. export controls against China) have indeed exacerbated the resource tension in the global AI arms race to some extent. This situation has prompted various parties to explore alternatives to reduce reliance on expensive centralized computing power and optimize existing AI training processes.

1. Chip export restrictions and the shortage of AI training resources

U.S. and allied export controls on advanced AI chips (such as high-end Nvidia GPUs) directly affect the ability of countries like China to acquire the computing power needed to train large language models.

This has led to a shortage of high-performance computing resources in the global market, forcing AI research and development teams to seek more efficient training methods and alternative technological solutions.

2. The potential role of blockchain technology

Blockchain technology has unique advantages in resource sharing, data transparency, and security assurance. With the development of decentralized computing and resource incentive mechanisms, several projects (such as Akash Network, Render Network, IO.NET, etc.) have begun exploring the use of blockchain to build a decentralized computing power market, integrating global idle GPU resources to form a distributed computing network.

Such models not only help reduce the capital expenditure of a single large data center but also ensure data integrity through the immutable and transparent records of blockchain, thereby enhancing the credibility of training data.

3. Challenges and current limitations

However, current blockchain platforms still struggle to compete with dedicated data centers in terms of actual computing power, throughput, and latency. Training large-scale AI models (such as GPT-4 or higher) requires extremely high computational density and stability, while the decentralized computing power market on blockchain is largely in the experimental stage and has not matured enough to completely replace traditional centralized computing supply. In other words, while the pressure from chip export restrictions has driven the exploration of related technologies and models, blockchain is unlikely to become the main platform for mainstream AI training in the short term.

4. The possibility of hybrid development models

In the future, a more realistic path may be a hybrid model that integrates traditional centralized computing with blockchain technology. In this model, key parts still rely on specialized data centers to provide ultra-large-scale computing power, while blockchain technology plays a supporting role in resource scheduling, incentive mechanisms, and data integrity tracking. This can alleviate the pressure from limited chip resources while leveraging decentralized models to enhance the flexibility and cost-effectiveness of certain computing tasks.

Summary

Chip export restrictions have undoubtedly intensified the global demand for high-performance computing in AI research and development, and have also prompted the industry to explore alternative technological solutions, including blockchain, to integrate idle global resources. Although this may accelerate the application development of blockchain in computing power sharing and data management, for now, blockchain platforms still struggle to independently meet the demands of large-scale AI model training; the future is more likely to see a complementary coexistence of both, forming a hybrid development pattern.