OpenAI is facing a major challenge right now — it doesn’t have enough computing power to keep up with the fast-growing demand for artificial intelligence. According to recent updates from OpenAI’s leadership, their teams are hitting limits that are slowing down the release of new AI features. Even as AI models continue to improve rapidly, the ability to run them is being held back by a lack of available compute. To solve this, OpenAI is working hard to build as much computing infrastructure as possible over the next few years.

This growing need for AI compute isn’t just a tech issue — it’s starting to affect financial markets too. With compute now a key bottleneck, traders and investors are turning their attention to companies and projects that can help solve this problem. That includes traditional cloud computing providers, chip makers like NVIDIA, and decentralized crypto projects that offer access to distributed computing power.

Crypto tokens connected to AI infrastructure are gaining interest. For example, Fetch.ai (FET) and Render Network (RNDR) offer decentralized solutions for computing needs. These tokens are becoming more attractive as investors look for ways to benefit from the AI boom. FET has recently held steady around $1.20, with trading volume increasing by 15% in a week. If excitement around AI continues, FET could push toward resistance at $1.50, offering short-term profit opportunities.

Meanwhile, Render Network is seeing more usage, with a 25% rise in active addresses in Q3 2024. This shows growing demand for decentralized GPU power — exactly what’s needed when traditional systems can’t keep up. RNDR has also shown strong performance in response to positive news from big tech players like NVIDIA. In fact, when NVIDIA reports strong earnings, RNDR often jumps too — sometimes by as much as 20% within two days.

NVIDIA itself is a big part of this story. As a key supplier of GPUs used for AI training, its stock has climbed over 150% so far in 2024. This shows just how valuable compute has become. Crypto traders are watching NVIDIA closely — if its stock does well, AI tokens often follow. This opens up smart trading strategies, like buying FET on dips below $1.10 and aiming for gains up to $1.40 if sentiment stays positive.

Beyond short-term trades, this compute crunch could reshape the future of AI and crypto. As centralized players like OpenAI struggle with supply limits, decentralized platforms could step in to fill the gap. This shift is already attracting big money — over $2 billion has flowed into Web3 AI projects in 2024 alone. Investors looking for long-term growth might consider holding a mix of AI tokens and stablecoins to balance risk while staying exposed to the upside.

There’s also a sustainability angle. As the world races to expand compute infrastructure, projects offering efficient and shared computing resources are gaining attention. Golem’s GLM token is one example — it lets users share unused computer power and saw a 40% volume spike after similar AI news earlier this year. GLM currently trades around $0.30, with solid support near $0.25, making it an option for long-term investors.

Ethereum could benefit too, as many AI-focused decentralized apps are built on its network. If adoption grows, ETH could rise toward $3,000. Hedge funds are already taking notice — in 2024 alone, they’ve increased their positions in AI-related crypto by 18%, showing growing institutional interest.

To make the most of this trend, traders can use strategies like covered calls on tokens like FET — earning passive income while waiting for the next big move. Overall, the message is clear: the AI boom is creating real pressure on compute supply, and both stock and crypto markets are reacting. For those paying attention, this opens up real opportunities — but staying flexible and informed will be key as this fast-changing story unfolds.