Pan Du: It is expected that AI models developed based on the complete Web3 AI stack will emerge one after another, and more inference endpoints driven by decentralized computing networks will be seen.

PANews February 21st news, Pandu Fund released a research report "Decentralized AI changes due to Deepseek", which pointed out that the decentralized AI narrative is constantly reshaping, and Web3 AI companies can focus on replicating the success of DeepSeek, and provide For example, new advantages such as multimodal, user ownership, censorship resistance and privacy are expected to continue to grow, and consumer-oriented projects will also begin to compete with Web2 competitors by building a network of community participation. In the next year, the number of projects on the supply side is expected to continue to grow. AI models developed based on the complete Web3 AI stack will emerge one after another.

In addition, companies that combine AI with encryption are gradually adjusting their strategies to focus on infrastructure construction rather than model development. For example, companies in the GPU market, Akash, Render, IoNet and Exabits, have developed sustainable revenue models, while businesses like Grass and Gradient, which allow users to share network bandwidth, are providing distributed networks to Web2 customers. Market positioning was found in services. In the inference task, the performance gap between small models and large models is narrowing, which means that Web3 does not need to rely on the super-large computing power of traditional AI giants, and can use these streamlined models to perform efficient inference operations. With the trend developing, we may see more inference endpoints driven by decentralized computing networks in the future.