At the MoneyFrontier 2026 New Infrastructure Intelligent Computing Summit on July 28, Dr. Yang Zuoxing, founder of Shenma Miner and chairman of Yanji Microelectronics, delivered a speech titled "From Bitcoin Computing to AI Computing," proposing that Bitcoin mining infrastructure will create new value in the AI era. Yang stated that Bitcoin was actually born for AI. The Fourth Industrial Revolution—the AI revolution—will be completed by 2040, and in the AI world, virtual currency will likely be used for payments, with Bitcoin being the most important cornerstone of virtual currency. From a technical perspective, Bitcoin has prepared for AI the world's most advanced processes, the cheapest device solutions, the lowest-power chips, and the lowest-power chip design methodology. "Thank you, Satoshi Nakamoto, for inventing Bitcoin and preparing for AI for nearly 20 years." Yang divided AI computing into training computing and inference computing. In the field of training computing, oligopolies have formed, leaving fewer opportunities. However, 2026 is the first year of inference computing, presenting a huge opportunity. He estimated that by 2040, the annual market size for inference computing will be nearly 80 trillion yuan, and future inference chips will inevitably be highly competitive, so Bitcoin miners have great opportunities to enter the AI computing industry.
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