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#AIInfraShiftstoApplications
The narrative is changing! For the past two years, the market was obsessed with **Infrastructure**—the chips (Nvidia), the compute (Render/Bittensor), and the data. But in mid-2026, we are seeing the **"Application Layer"** take the throne.
Investors are moving away from "How do we build AI?" and toward **"What is AI actually doing for us?"**
"Infra to App" Shift?
In previous cycles, we focused on the "Layer 0" of AI. Now, the capital is flowing into **Consumer AI (cAI)** and **Agentic Workflows**.
* **From:** GPU renting and Decentralized Training (Infra).
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