AI与区块链技术的融合再次跃入全球科技视野。从生成式模型商业化速度加快，到云平台的GPU资源 持续告急，再到全球能源危机对数据中心算力供给提出新要求，整个产业链正集体面临资源重构与激励 机制的深度转变。面对这场结构性拐点，超级未来科技有限公司重新定义"算力"的角色，从一个后台计 算资源，升级为具备金融属性、可组合流通、可治理参与的核心生产资产。 区别于传统"中心部署+资源销售"的运营模式，超级未来科技率先推进的算力NFT化机制，正在为全球 AI开发者和机构提供一套更可预测、更高效的资源分配路径。在这套体系中，算力资源不仅是被动调 用的服务，更是具备确权标识、流通能力和收益权益的资产单元。每一块可调度的GPU、每一段可复用 的CPU计算力，均可被切片打包成链上NFT资产，由持有者控制、由市场定价、由平台调度。 公司当前运行的算力资产网络，已经脱离单一区域部署阶段，形成以多国节点为基础的全球化调度格 局。通过底层协议支持，多个国家与地区的数据中心已经接入平台算力流动池，开发者可以无需关心资 源物理位置，直接调用远程算力执行大模型推理、生成图像、处理语音、优化算法参数等高密度任务。 调用后的任务记录、运行数据、通证 ...

Group 1 - The founder and CEO of DRW, Don Wilson, suggests that global spending on GPUs may surpass that on oil in the next decade, highlighting the increasing importance of GPUs as a core resource for AI training [2][3] - The demand for GPUs is expected to explode, with the International Energy Agency projecting that electricity demand for AI data centers in the U.S. will reach 123 million kilowatts by 2035, which is 30 times the level in 2024 [3][2] - The supply of GPUs is uncertain due to factors such as TSMC's production capacity, U.S. export controls, and NVIDIA's product release schedule, leading to potential volatility in the market [3][4] Group 2 - The financialization of GPUs could lead to the creation of futures contracts and indices similar to those for oil, copper, and gold, allowing companies to hedge against price fluctuations [3][4] - Historical trends show that financialized commodities often experience bubbles and crashes, raising concerns about the potential for similar outcomes in the GPU market [4][5] - Unlike oil, which can be stored long-term, GPUs have a short lifecycle due to rapid technological advancements, making them more akin to perishable goods [4][5] Group 3 - Long-term investment success in commodities typically comes from companies that hold advantageous positions in the supply chain, such as manufacturers like TSMC and designers like NVIDIA, rather than from speculative trading in GPU futures [5][6] - The concept of "computing power capitalism" suggests a shift in resource perception from tangible materials like coal and oil to intangible assets like data, algorithms, and computing power [5][6] - The market will likely find ways to financialize new demands, but investors should focus on identifying companies and industries that will benefit from the emerging "computing power capitalism" rather than speculating on GPU futures [6]