Blackstone: AI Computing to Become the New Engine for Digital Asset Demand
2026-09-23 14:08:54
According to CoinMeta, in a new research report, Blackstone indicates that AI computing could become a huge new driver of demand for digital assets. The report predicts that the rapid growth of AI will create a new investable digital asset market, with large-scale cloud computing revenues potentially reaching $1.1 trillion by 2030. Blackstone believes that blockchain has the potential to enable AI agents to discover, finance, and pay for computing resources in real-time, transforming computing into an on-chain market that achieves dynamic matching of supply and demand. In addition, Blackstone also expects that AI agents will increasingly make autonomous payments and transactions, driving demand for “machine-native” financial infrastructure such as stablecoins, tokenized assets, and blockchain. Blackstone’s broader arguments include the emerging critical intersection between the utility of computing as a digital asset and its adoption.
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