Executive Summary
- •BlackRock published a white paper proposing that AI compute power could be tokenized and traded.
- •The firm estimates hyperscaler cloud revenue will reach $1.1 trillion annually by 2030.
- •AI agents could eventually use payment protocols to autonomously purchase their own processing power.
Community Sentiment
Key Developments & Data
BlackRock’s Digital Assets Research team published a white paper titled “The Machine-Native Economy” detailing how AI compute power could be priced and traded as tokenized digital assets.
The paper estimates that revenue from hyperscaler cloud services will reach roughly $1.1 trillion annually by 2030, which represents a 29% compound annual growth rate from 2025.
Researchers identified agentic payment protocols, specifically x402 and the Machine Payments Protocol, as foundational plumbing that would allow autonomous AI agents to purchase compute without human intervention.
The asset manager emphasized that robust infrastructure around permissions and identity must be built, calling the market “largely speculative at this stage.”
"Compute is emerging as a new and potentially large market for digital assets." — BlackRock
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Zubiqo Strategic Assessment
Primary Impact
Digital asset infrastructure developers and decentralized compute networks.
Strategic Shift
The conceptual transition of raw computational power from a centralized leased utility into a financialized, tradable commodity.
The Ripple Effect
DeFi protocols and blockchain infrastructure projects will likely pivot their marketing specifically toward machine-to-machine payment rails to capture institutional interest.
This intelligence assessment is generated by Zubiqo's AI for informational purposes only.
