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JUST IN: Decentralized AI Sector Adds $12 Billion in Value Overnight as "Compute Crunch" Hits Big Tech.
The market is aggressively rotating capital this morning. While Bitcoin consolidates at $91,800, the AI crypto sector is decoupling from the broader market. Reports of a severe GPU shortage impacting major Silicon Valley firms have triggered a rush into decentralized compute networks.
This is a utility-driven repricing.
Investors are betting that protocols like Render and Bittensor will fill the supply gap that centralized cloud providers can't handle. We are seeing a 200% spike in volume for "GPU-backed" assets, signaling that the narrative has shifted from "speculation" to "infrastructure demand."
Traders should watch the RNDR/BTC chart. It has just broken a 3-month downtrend. If this strength holds, the next leg of the 2026 bull run will likely be led by AI infrastructure, not just currency.
#AI #DePIN #CryptoUtility