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INTERNET COMPUTER GOES DEFLATIONARY AS MISSION 70 KICKS IN DFINITY Foundation's Mission 70 governance proposal, which passed with 53%+ support, is now actively cutting $ICP's annual inflation by up to 70%, dropping the rate from 9.72% to between 2.92% and 5.42% by year-end. The mechanism has teeth. 20% of...

35,641 Aufrufe • vor 2 Monaten •via X (Twitter)

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INTERNET COMPUTER'S CLOUD ENGINES REPRESENT AN INFLECTION POINT... Founder of Internet Computer (DFINITY Foundation), Dominic Williams (dom | icp), while celebrating the protocol's five-year journey, provided a detailed preview of “Cloud Engines." Cloud Engines is the sovereign frontier cloud technology that the network will soon provide via opencloud(.)org. He stated that Cloud Engines will enable anyone to spin up their own tamperproof sovereign cloud by selecting and configuring nodes within the mathematically secure Internet Computer network. The founder emphasized that the technology is built specifically for the AI era, enabling AI agents to create and update online applications and services without the need for security teams or sysadmins. Additionally, software hosted on Cloud Engines is immune to infrastructure hacks, guaranteed to run as long as sufficient nodes remain operational, and protected by orthogonal persistence in the Motoko language, which automatically detects and prevents “lossy” AI-generated updates. He added that users will soon be able to develop and deploy apps directly from AI platforms such as Claude or Perplexity, with seamless integration through caffeine, while maintaining full tech sovereignty. Cloud Engines allow owners to choose node operators and locations, mix Big Tech instances (Amazon Web Services, Microsoft Azure, Google), add sovereign AI nodes, and scale capacity instantly without downtime or vendor lock-in. In summary, Cloud Engines is an inflection point in the Internet Computer’s history.

BSCN

12,131 Aufrufe • vor 2 Monaten

Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏 Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from Main points: — Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network ( but are selected and configured by the cloud engine's owner. — The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud. — Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI. (The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.) — Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others. — New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries. — Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory). — An expanding database of skills at shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free. — Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further... — You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still... — Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom. — Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost. — Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures). — For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently. — Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too. Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030. After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology. In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that. Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments. It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines. Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world. Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models. We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪 I'll be back with more news soon!!

dom | icp

258,251 Aufrufe • vor 2 Monaten

A world first: a demonstration of AI running *on* blockchain as a smart contract 🧠⚡️ The Internet Computer is used – the world's first 3rd gen. blockchain #ICP. AI will become the beating heart of our web3, multi-chain world, and this is only my first demo. Code will follow shortly. This is running on DFINITY's Internet Computer testnet, but you'll be able to take the code and run it on the public network as the NNS is expected to up the per-transaction instruction limit in the coming days. Some important notes. The inference engine used has not been optimized, and we will show vastly greater efficiency in subsequent demos, where the AI runs even faster, and consumes less gas/cycles. We will also propose to the NNS that smart contracts have access to SIMD instructions – which we have determined are deterministic – unlocking vastly more speed and efficiency. Lastly, currently the actor smart contracts ICP hosts run inside a 32 bit environment, which limits their main memory to 4GB. Within the next couple of months, we expect the Internet Computer to move to a 64 bit environment, allowing smart contract memory limits to be raised much higher – allowing for models with far more parameters, and thus power, to be run. Those of you who have followed my posts know that hardware optimization support is planned. Firstly this will involve WASM smart contracts shipping out matrices for processing by the CPUs on existing node machines (another advantage of the Internet Computer running on sovereign node hardware). Secondly, we plan to propose a new public node machine specification, which node providers can build to, for use in subnets specialized for hosting AI smart contracts, in which each machine will incorporate several GPUs. Naturally, this will be packaged with other technological developments that ensure smart contract determinism. This is part of our mission to enable powerful LLMs to run as smart contracts on the Internet Computer – in a forms that are tamperproof, unstoppable, and optionally autonomous (including under the exclusive control of DAOs). Our vision: you will be able to have a chat with a smart contract. A smart contract will be able to coordinate your organization (see my earlier tweet about a "Delphi"). ICP smart contracts will be able to audit Ethereum smart contracts, kitemarking those without backdoors and reentrancy bugs. And smart contracts will be able to do KYC autonmously, matching faces to driving licenses, and more. We will deliver new SDK enhancements, and work with partners, to turbocharge crypto AI developers. Secure and unstoppable AI and third generation blockchain will be two sides of the same coin. Security and AI will be indivisible. AI models will be traded as NFTs. Thanks to Internet Computer's chain key (trustless multi-chain) capabilities, all blockchains will be able to leverage AI smart contracts. The future is beyond exciting. Thanks for watching. Can't wait to give you more demos!

dom | icp

1,362,003 Aufrufe • vor 2 Jahren

At its core, iAgent utilizes Protocol Nodes to support and maintain the ecosystem's functionality. This collection of publicly maintained nodes help: ❒ secure the network ❒ determine rewards for GPU workers ❒ earn rewards for their contributions to the network iAgent has 2 types of protocol nodes: 🔘Genesis Nodes 🔘Public Nodes With a 5000-supply, Genesis Nodes are engineered to yield x3 $AGNT tokens generation compared to Public Nodes (which will come at a later date). As a token of gratitude, Genesis Nodes also receive TGE: 2% AGNT tokens from reward pool. Other Genesis Node Utilities & USPs include: Participation and Governance: Genesis node operators have the chance to engage more deeply in decision-making processes through iAgent's governance model. Exclusive Access: Operators of Genesis nodes may receive early access to test new features and products within the iAgent ecosystem. Reward Structure: Nodes earn $AGNT tokens, and Genesis nodes do so at an accelerated rate due to their higher token generation multiplier. Rewards are calculated dynamically, with consideration given to node performance and network contribution. Technical and Community Support: Genesis node operators are expected to receive dedicated support from the iAgent team, ensuring optimal performance and uptime. Requirements to run an iAgent Node: Dual Core, and 8GB RAM, are all that is needed for lightweight processing. Anyone with Genesis/Public Node NFTs can run it. But how do you get yourself one? Hop in the discord to know more:

iAgent

21,278 Aufrufe • vor 1 Jahr

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

Milk Road AI

184,643 Aufrufe • vor 2 Monaten

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,668 Aufrufe • vor 28 Tagen

Up to 40% of the total $STAR supply will be burned over 3 game seasons 🔥 But why would we burn $85 Million worth of tokens? Find out below 👇 🕹️ Players vs. Investors Most web3 gaming tokens underperform in the long run. The core issue is a conflict of interest between players and investors. Investors buy tokens anticipating game success, while players often exploit the in-game economy and dump tokens. As a result, web3 games relying on endless airdrop seasons are experiencing bad price action. In the long term, the token dilution is simply unsustainable. 🪂 Airdrop to onboard’em all! Let’s make it clear: airdrops are the biggest advantage of web3 games over web2 behemoths with much bigger budgets for user acquisition. Airdrop is the mechanism that allows onboarding thousands of players in anticipation of financial reward. The challenge is to do it right. 🌟 What makes StarHeroes different? In our opinion, the key is to take advantage of the airdrop mechanism during the initial stage of the go-to-market strategy, make users addicted to the game (which requires it to be fun🚀), and then ensure they stay: 1️⃣ No more season airdrops ❌ Although StarHeroes provides 1.5% of its total supply for participants of Season 1, we do not plan to rely on endless token dilution. In StarHeroes, Season 1 will be the final airdrop season. 2️⃣ Time for Play-to-Burn 🔥 Moreover, to make the token deflationary, we’re introducing the innovative Play-to-Burn mechanism: 🔻 Up to 40% of the total supply from the locked DAO Warchest and Decentralized UA pools will be burned 🔥 🔻 The burning ratio depends on player activity including the number of games played, killed opponents, etc 📈 In short, more players mean more deflation. This is a total shift in web3 gaming meta which is quite the opposite - usually the more players play the more token comes into circulation. 3️⃣ Heroes Duty Web App impact Another deflationary measure comes from the Heroes Duty Web App. We've now surpassed 1 million $STAR deposited in the Hero Duty App, with 100% of them to be burned 🚨 This makes our economy even more deflationary by removing tokens directly from the circulating supply. 🏆 Future Seasons & Rewards At the same time, you don’t need to worry that the competition will end with the first Season. Once Season 1 is finished, Season 2 will kick off, where players will compete - not for $STAR tokens -but for another highly valuable web3 reward. Exact information about those exciting rewards will be provided at the end of the first season. 🚀 New Chapter of Web3 Gaming StarHeroes is shifting the web3 gaming meta. With a deflationary token, innovative gameplay, and our $1.6M Decentralized Esports Tournament, StarHeroes will open a new era of web3 gaming. Be part of it!

StarHeroes

176,090 Aufrufe • vor 2 Jahren

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 Aufrufe • vor 22 Tagen