How NVIDIA Affects the Crypto Assets Market? Analysis of Three Key Trends for 2025

The global AI chip leader NVIDIA is not only the engine of the artificial intelligence revolution but also an invisible driving force behind the fluctuations in the cryptocurrency market. From hardware upgrades to model innovations, every move made by this technology giant creates ripples in the crypto world. As of August 15, 2025, the latest technology released by NVIDIA at the SIGGRAPH conference is bringing a new wave of transformative power to the crypto industry.

##Hardware Upgrade: Reshaping Crypto Assets Computing Power and Mining Ecology

The RTX PRO series Blackwell architecture GPU released by NVIDIA at the 2025 SIGGRAPH conference is changing the landscape of the encryption industry from three dimensions:

1. Enterprise-level computing power leap: The newly launched RTX PRO 6000 Blackwell Server Edition provides up to 45 times performance improvement for enterprise data centers (compared to traditional CPU clusters), not only accelerating AI training but also significantly optimizing the efficiency of distributed computing power networks. Tokens such as Render (RNDR) and Akash (AKT), which are "computing power leasing" types, directly benefit, with expected revenue increases of 20%-30% for related projects.
2. Mining efficiency breakthrough: The new graphics card uses liquid cooling technology, reducing mining power consumption by 35%. This technological advancement may encourage Europe to relax restrictions on Bitcoin mining, paving the way for the approval of Bitcoin ETFs in Europe, potentially bringing in an additional $12 billion in funding.
3. Edge Computing Empowerment: The compact RTX PRO 4000 SFF and RTX PRO 2000 GPUs launched simultaneously, with a power consumption of only 70W, support FP4 precision inference. These low-power high-performance devices provide the hardware foundation for distributed edge nodes (such as Filecoin and Helium networks).

##AI Models and Ecosystem: Physical AI Opens New Scenarios for Crypto Applications

The "Physical AI" defined by NVIDIA—an AI system that understands physical laws and interacts with reality—is becoming central to its technological layout and brings new use cases to the Crypto Assets industry:

• The Nemotron model family has added Nemotron Nano 2 and Llama Nemotron Super 1.5, reducing inference costs by 60% and increasing throughput by 6 times. These efficient models provide underlying support for on-chain AI agents (such as Fetch.ai and SingularityNET), driving their ability to achieve complex decision-making and automated trading.
• Cosmos Reason Physical AI Engine: A 7 billion parameter visual language model specifically developed for robots, giving machines the ability for "reasoning actions." This technology can enhance the collaborative efficiency of crypto IoT projects (such as IOTA and Helium) and provide realistic support for physical interactions in the metaverse (Decentraland, The Sandbox).
• Synthetic Data Generation: The Omniverse platform integrates a new neural reconstruction library that can generate massive amounts of 3D synthetic data. This capability addresses the data bottleneck of blockchain AI projects, aiding in the training of decentralized autonomous driving networks (such as Bittensor subnet) or industrial robots.

Physical AI is defined by NVIDIA as "the next trillion-dollar market," and its technology framework (simulate-train-deploy) is building a closed loop from virtual to reality, providing full-stack support from data to applications for crypto projects.

##Market Effects: Stock Price Fluctuation and Crypto Assets Resonance

NVIDIA's financial performance and strategic direction have become important indicators of sentiment in the crypto market:

• Financial Report Linkage Effect: In February 2025, before NVIDIA announced its financial report, AI tokens such as RNDR, AGIX, and NEAR rose by over 10% in a single day. Analysts pointed out that the growth in revenue from its data center chips (such as the Blackwell platform) directly boosted confidence in the AI encryption sector.
• Risk Transmission Case: In January 2025, due to market concerns that open-source models (such as DeepSeek-R1) would reduce the demand for high-end chips, NVIDIA's stock price plummeted 17% in a single day, dragging Bitcoin down to $83,000, with RNDR experiencing a 12% decline in a single day.
• Policy sensitive area: The United States' 25% tariff on Mexico has led to a 12% increase in graphics card production costs, which may affect the supply of mining machines for storage tokens such as FIL and SC, with the estimated growth rate of total network computing power dropping from 25% to 18%.

##Future Outlook: Deepening the Symbiotic Ecosystem

NVIDIA's $50 billion AI infrastructure investment plan will continue to deepen its integration with the encryption industry:

• Tokenization of computing power accelerates: The Blackwell GPU cluster drives the decentralized computing power market (such as Akash Network) into the enterprise-level field.
• The rise of AI agent economy: Nemotron + Cosmos model enables on-chain AI agents to have physical world action capabilities
• Energy efficiency is in a positive cycle: technologies such as liquid cooling reduce the carbon footprint of Bitcoin mining, aiding the compliance process.

As Rev Lebaredian, Vice President of NVIDIA, said: "The combination of AI inference and physical simulation is reshaping the boundaries of human-machine collaboration." When blockchain becomes the ledger of physical AI, the encryption economy will have a true "hand of the entity."

From hardware to algorithms, from the stock market to the coin market, NVIDIA's technological innovations have deeply embedded themselves in the evolution of the encryption industry. Each generation of GPUs and each set of AI models they introduce injects "intelligent productivity" into decentralized networks. With the explosion of physical AI in fields such as robotics and autonomous driving, the role of Crypto Assets as a value coordination tool will be further highlighted — this is not only a competition of computing power but also the foundation of a new economy of human-machine collaboration.