DePIN+AI Build a New Era of Bots

Artificial intelligence technology is developing at an astonishing speed, showing explosive growth in computing power, bandwidth, energy, and data. However, this rapid development has also raised concerns about the centralization of technology. In response, DePIN+AI(, referred to as DePAI), is becoming a highly regarded new direction.

DePAI is expected to provide "facial features" and "limbs" for AI through a decentralized network, allowing AI to obtain more authentic and diverse data, improve capital efficiency, and achieve more efficient commercial applications. Specifically, DePAI can:

1. Allow AI to access more real and real-time data to develop true embodied intelligence.

2. Disperse the capital burden, allowing small startup teams to participate in development, accelerating data collection and evaluation.

3. Create new profit models through decentralized ownership and token incentives.

The DePIN market size is expected to grow from $5 billion in 2022 to $50 billion in 2024, but it only accounts for 0.1% of the entire AI market, indicating significant growth potential. Although the amount of financing in the first quarter of 2025 remains the same as last year, the number of financing rounds has decreased, suggesting that mature projects are scaling up.

The Grayscale Q2 report focuses on RWA, DePIN, and IP tokenization, adding two new DePIN-related projects: Geodnet and Story Protocol. The income ranking of the DePIN sector over the past 30 days shows that Helium, Render, and Livepeer have performed outstandingly.

In terms of industry dynamics, projects like Roam and Phoenix continue to promote the integration of DePIN and AI. Projects such as IoTeX and Helium are also continuously optimizing their economic models and expanding their application scope.

In terms of financing, Filecoin's largest DeFi protocol GLIF has launched a governance token and is expanding towards DePIN. Domin Network has received strategic investments from multiple institutions, aiming to build a decentralized business network.

With the development of DePAI, we expect the Bots industry to break free from reliance on a few giants and be driven by the global community, moving towards a more open and sustainable technological ecosystem.