DePIN+AI is ushering in a new era of Decentralization Bots

Artificial intelligence technology is developing at an astonishing speed, but its centralized features have raised many concerns. Against this backdrop, the concept of DePIN+AI (abbreviated as DePAI) has emerged, aiming to promote the decentralization process in the AI field.

DePAI is expected to become the "sensory organs" and "limbs" of AI, helping AI perceive the real world in all dimensions and take action. It can provide AI with more real and diverse data, improve capital utilization efficiency, and assist AI in achieving higher business efficiency.

The development of embodied intelligent AI not only requires algorithm optimization but also involves hardware upgrades, data accumulation, funding support, and human participation. In the past, the robotics industry was constrained by high costs and dominated by large enterprises, resulting in a slow pace of innovation. The establishment of the DePAI network signifies that data collection, computing resource allocation, and capital investment can be collaboratively conducted on a global scale, accelerating AI training and hardware optimization, while lowering the development threshold to allow more participants to join.

The DePIN sector is showing a rapid growth trend. The number of projects has increased from 100 in 2022 to 1,170 in 2024, with market value skyrocketing from $5 billion to $50 billion. However, DePIN's share in the trillion-dollar AI market is only 0.1%, indicating significant growth potential in the future.

In terms of financing, the DePIN financing amount in the first quarter of 2025 is the same as that of the same period last year, but the number of financing rounds has decreased, indicating that mature projects are scaling up. The market share of leading projects in various sub-sectors is still very small, in an absolute early opportunity stage.

Grayscale's latest quarterly report focuses on RWA, DePIN, and IP tokenization, adding three tokens to its Top 20 asset list, two of which are DePIN projects. This reflects institutional optimism towards the DePIN space.

Recently, several DePIN projects have made significant progress. Roam has reached 2.8 million global nodes, Phoenix has partnered with multiple AI companies, IoTeX has launched a new round of community incentive activities, and Helium's network operating data has seen substantial growth and is collaborating with Telefónica in Spain.

In terms of financing, Filecoin's largest DeFi protocol GLIF has released a governance token and conducted an airdrop, while Domin Network has received strategic investments from several well-known institutions. These trends indicate the vigorous development momentum of the DePIN sector.

With the continuous advancement of DePAI technology, we look forward to the Bots industry breaking free from the monopoly of a few tech giants, being driven by a global community, and moving towards a truly open and sustainable technological ecosystem.