Just received the Bitget Wallet 100M Users 8th Anniversary Gift Box! ๐๐
Time to unbox it and see what's inside! Huge congratulations to the Bitget Wallet team for reaching 100 million users worldwide. ๐๐
Have you received yours yet? ๐
#BitgetWallet100M#8thAnniversaryGift #100MillionUsers
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Gate Ventures Podcast | Episode 10
Beyond Chips: Power, Capital and the New Bottlenecks of the AI Compute Race
๐Guest: Alyssa Tsai, Founder & Managing Partner of Five Mounts Capital @AlyssaTsai@fivemountscap
๐คHost: Tiffany Chang, Gate Ventures @hella_tifficult
GPUs are still the bottleneck of the AI race โ but no longer the only one. Power, grid interconnection, cooling and time-to-deployment are now just as decisive in who wins.
Our guest Alyssa Tsai, Founder & Managing Partner of Five Mounts Capital, joins us to unpack where the AI compute race is really being won โ from the capex flywheel to the crypto rails powering machine-to-machine commerce.
We'll cover:
๐นHow the AI constraint expanded beyond GPUs to power, grid, cooling & time-to-deployment
๐นThe AI capex flywheel โ when vendor financing fuels growth, and when it breeds concentrated credit risk
๐นWhy inference is becoming AI's demand engine โ and why falling unit costs expand total compute demand
๐นAI meets crypto: can stablecoins & x402 become the payment rail for machine-to-machine commerce?
๐นWhere decentralized compute can actually win โ and why frontier training stays centralized
๐นWhy Bitcoin miners are becoming AI landlords โ their real asset is secured time-to-power, not mining rigs
๐๏ธ July 22, 2026, 11 AM โ 12 PM UTC | 7 โ 8 PM GMT+8
๐ LIVE on Gate Ventures' X, Set your reminder ๐https://t.co/wYBQ3eVfhR