SpaceX filed to go public last month, and the paperwork is a useful tell about where the market is heading.
18,712 Bitcoin sitting on the balance sheet. A payments business growing inside X. A serious push into AI compute. Three bets on the same convergence the whole industry keeps talking about - crypto, AI, and infrastructure - now laid out in black and white for public investors to price.
But look at how it is built. Bitcoin treasury in one box. AI compute in another. Payments in a third. Three separate businesses stapled together under one roof, each to run on its own.
Qubic was designed the other way around. The mining that secures the network is the same computation that trains AI. There is no separation between a crypto operation and an AI operation, because Useful Proof of Work is a single mechanism that produces both at once.
The largest companies in the world are now spending billions to bolt these pieces together. Useful proof of work had them fused from day one.
Energy was never meant to be wasted.
Qubic turns proof-of-work into the work itself: computation that trains AI with purpose.
No staking. No idle burn. Just useful work.
This is not mining as you know it. It's Qubic.
Watch.
The AI industry spent $400 billion on data centers in 2025 alone, and not one of the major AI companies has figured out how to turn a profit from it yet.
A breakdown:
Nvidia shipped roughly 10 gigawatts worth of GPUs last year… but Goldman Sachs estimates there are only 7.7 gigawatts of AI data centers actually operational across the entire planet.
Of the 21.5 gigawatts of data center capacity announced before 2027, only 6.3 gigawatts is actively under construction, and "under construction" can mean a wide range of things.
Nvidia's inventory has quadrupled since 2024, which seems a bit odd for a company that claims it cannot keep up with demand.
Then there is the energy problem: 2 fully fitted data centers sit dark near Nvidia's own HQ in Santa Clara, because local utilities cannot supply the power yet.
The Iran war has also doubled natural gas prices, which is the largest operating expense for data centers running their own generators.
The depreciation problem is the kicker: tech companies are writing off their GPU hardware over 6 years when the chips are realistically obsolete in 3.
Which makes profits look better and helps mask the real cost.
The only consistent winner is Nvidia, which is the classic gold rush dynamic. Everyone loses money digging, while the guy selling shovels gets rich.
The question is how long investors stay patient before the math becomes impossible to ignore.
Source: How Money Works YT
Aigarth: Die dezentrale KI, die sich selbst wachsen lässtIm Qubic-Netzwerk entsteht etwas Besonderes: Aigarth – eine KI, die nicht in Konzern-Rechenzentren, sondern durch Tausende normale Computer wächst.Come-from-Beyond beschreibt den Weg wie einen Technologie-Baum: Trinäre Logik war machbar, Anti-Attractors fühlten sich wie Alien-Tech an. Das größte Problem? Energie (Rechenleistung).Die Lösung: Ein eleganter Kreislauf. Die KI soll durch „Outsourced Computations“ auf die reale Welt einwirken, das Intelligent Tissue (ein lebendiges neuronales Gewebe) weiterentwickeln und genau diese Energie selbst organisieren – mit Useful Proof-of-Work der Miner.Falls es gelingt, entsteht eine echte, sich selbst verbessernde dezentrale Intelligenz. Mutig. Anders. Spannend.#Aigarth #Qubic #IntelligentTissue #DezentraleKI