Render news

Nvidia unveiled its Vera Rubin platform at CES 2026, a six‑chip architecture that cuts AI training and inference costs, undermining the scarcity model that crypto compute networks like Render rely on. The company says the system is now in full production, but past efficiency gains have historically expanded demand rather than shrink it. Cheaper, more powerful GPUs have spurred new workloads and pushed users into decentralized GPU markets that offer short‑term, flexible access. Networks such as Render, Akash and Golem thrive on idle or under‑used hardware, while a continued high‑bandwidth‑memory shortage keeps GPUs scarce, forcing crypto miners to pivot toward AI workloads.

Microsoft and Meta posted strong earnings driven by AI, with Microsoft’s cloud revenue up 27% to $46.7bn and Meta reporting a 22% revenue rise to $47.5bn. The results boosted major tech stocks but did not translate to AI‑focused crypto tokens, which fell 1.4% as the broader market stayed flat and risk assets cooled after Fed comments. AI tokens, including TAO, NEAR, ICP and RENDER, slipped while Bitcoin’s dominance pulled the broader altcoin category below $5bn. Crypto markets saw volatility after Fed Chair Powell’s hawkish remarks, with Bitcoin briefly dipping under $116,000 and traders retreating from risk. Nvidia’s upcoming earnings may influence future token performance.

AI‑related tokens such as Near Protocol, Internet Computer, Render and FET dropped 8‑11% amid a broader sell‑off that saw the Dow fall 0.8%, the S&P 500 slip 2% and the Nasdaq plunge 3.6%. Nvidia stock fell 12% early, contributing to the tech‑heavy weakness that also dragged Bitcoin lower. The decline followed news that Chinese firm DeepSeek has launched a large‑language‑model comparable to OpenAI’s, Google’s or Meta’s but at a fraction of the cost—about 14 cents per million input tokens versus $15 for GPT‑4. JPMorgan analysts say the breakthrough could signal a shift in the AI investment cycle, while Citi cautions that advanced GPUs are still needed for fine‑tuning large models. The Block’s GMCI USA index fell 6.6% to 245.93.