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Every network begins with its first peers. Introducing the Founding Inference Contributors that are integrated at Halo: Venice private, uncensored inference 0G Labs (Home of Infinite AI) decentralized AI infrastructure NEAR AI fully confidential compute through TEEs And our launch partner Virtuals Protocol, bringing the agent economy to the...

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Warden / Halo

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32,054 views • 2 days ago •via X (Twitter)

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Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

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