After Compute Dominance, the Next Pricing Power Is On-Chain!

A Sequoia partner called Jensen Huang one of the greatest entrepreneurs of our time and indispensable to America’s AI leadership.
But the more concentrated compute becomes, the more it needs a decentralized settlement layer: idle capacity in GPU clusters is being tokenized, inference tasks are starting to be verified on-chain, and AI agents naturally make payments in stablecoins.
The next question is who can turn NVIDIA’s chips into a global public network that anyone can access, price, and share revenue through—that’s what it means to financialize compute.
Army outlook:
Going forward, it won’t just be about who has the GPUs ready, but who can rent them out to the whole world and get paid in money!