DePIN+AI: Building a Decentralized Future for Intelligent Bots

Recently, the combination of DePIN and AI has sparked heated discussions in the industry. This emerging field is referred to as DePAI, which aims to promote the development of AI and Bots through decentralization.

DePAI provides AI with "five senses" and "four limbs", allowing AI to better perceive and interact with the real world. It is expected to address some key challenges in the current development of AI:

1. Provide more authentic and diverse data. DePIN devices can help AI acquire real-time, genuine data from the real world, which is crucial for cultivating embodied intelligence.

2. Improve capital efficiency. Decentralization networks can disperse capital burdens, allowing small startup teams to participate in Bots technology development.

3. Accelerate data collection and evaluation. Decentralization networks can collect data on a large scale in parallel, improving efficiency.

4. Reduce costs and improve efficiency. For example, obtaining GPU computing power through the DePIN network lowers the threshold for robot development.

5. Explore new business models. For example, AI agents can maintain their operations through token incentives.

The development of DePAI brings new possibilities to the Bots industry. It is expected to break the monopoly of large enterprises and promote the formation of a more open and inclusive technological ecosystem.

DePIN Industry Data and Trends

1. The number of DePIN projects has increased from 100 in 2022 to 1,170 in 2024, with a market value rising from 5 billion USD to 50 billion USD. However, DePIN only accounts for 0.1% of the AI market, indicating significant room for growth.

2. In the first quarter of 2025, DePIN raised funds in 36 rounds, totaling $159 million, with a decrease in the number of funding rounds but an increase in the amount.

3. Currently, the market share of leading DePIN projects in their respective fields is still very small, such as 0.002% in the wireless transmission field, 0.03% in the computing field, 0.001% in the energy field, and 0.2% in the identity authentication field.

4. Grayscale's Q2 2025 report focuses on RWA, DePIN, and IP tokenization, with new DePIN projects like Geodnet added.

5. The DePIN projects that ranked among the top in revenue over the past 30 days include Helium, Render, Geodnet, and so on.

Industry Trends

• Roam has reached 2.8 million global nodes and plans to launch an incentive mechanism.
• Phoenix collaborates with TandemAI to advance the integration of AI and DePIN
• IoTeX launched the "Get Goated Season 2" event.
• Helium Q4 operational data significantly increased, partnering with Telefónica to enter the Mexican market.
• Filecoin DeFi protocol GLIF releases governance token
• Decentralization business network Domin Network has received investments from multiple institutions.

DePAI is gradually becoming an important force in promoting AI and Bots technology development, and its future development is worth looking forward to.