Onchain inference hits 530B tokens/day; TEE-based confidential AI emerges
0xJeff · x · 2026-10-21
Crypto analyst 0xJeff's deep-dive: onchain inference grew from 90B to 530B tokens/day since July (ex-Venice), driven by Surplus, Phala Network, engyai and dphnAI. The article argues Confidential AI — private, verifiable inference via TEEs or local GPUs (e.g. 4x RTX 3090/4090 at $1.5k-2.5k each for DeepSeek 4.1 flash) — is the next moat, covering its economics, landscape and adoption thesis.
Related event: Onchain Inference Surges to 530 Billion Daily Tokens(2 posts)→
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