<\/p>\n
Binance founder Zhao Changpeng (CZ) said he prefers investing in the underlying infrastructure powering artificial intelligence rather than AI applications themselves, framing the current boom as an \u201cinfrastructure-first\u201d investment cycle.<\/p>\n
<\/p>\n
Speaking during a Binance online livestream, CZ described his preferred strategy as focusing on the \u201cshovels\u201d of AI \u2014 including data centers, power supply systems and large-scale computing infrastructure required to support model training and inference workloads.<\/p>\n
His comments reflect a growing investor narrative that the AI economy is not just about algorithms or software, but about energy, hardware and compute availability at industrial scale.<\/p>\n
CZ noted that while NVIDIA currently dominates the AI chip market, the long-term landscape may shift toward more specialized and customized compute solutions tailored to different AI workloads.<\/p>\n
This view aligns with a broader industry trend in which hyperscale data centers, energy infrastructure and semiconductor supply chains are becoming the primary bottlenecks in AI expansion rather than software innovation itself.<\/p>\n
He also said he is monitoring developments in robotics, suggesting that AI-driven physical automation may become a major adjacent investment theme alongside compute infrastructure.<\/p>\n
The \u201cshovels in a gold rush\u201d analogy has become increasingly common across venture capital and macro investing circles, where capital allocators prioritize foundational layers that benefit from multiple waves of adoption rather than single-product AI companies.<\/p>\n
Despite growing interest in AI-related infrastructure, CZ emphasized that his investment firm YZi Labs continues to focus primarily on the crypto and blockchain sector, which still represents roughly 70% to 80% of its portfolio.<\/p>\n
He also suggested that AI\u2019s broader economic impact will extend into biotechnology and robotics, but said the firm does not plan to aggressively expand into large-scale biotech exposure at this stage.<\/p>\n
Instead, the strategy remains centered on digital asset infrastructure, decentralized networks and blockchain-based financial systems, even as capital increasingly flows into adjacent high-growth sectors like AI compute and automation.<\/p>\n
This positioning reflects a broader convergence theme across technology investing, where AI, energy, semiconductors and blockchain infrastructure are increasingly viewed as interconnected parts of a single computational economy.<\/p>\n
CZ\u2019s comments arrive at a time when global markets are increasingly rewarding infrastructure-heavy plays across multiple sectors \u2014 from semiconductor manufacturing and defense systems to energy grids and cloud computing.<\/p>\n
<\/p>\n
In a similar macro pattern, investors have been rotating toward companies and assets that provide foundational capacity rather than end-user applications, especially as demand for compute-intensive technologies accelerates.<\/p>\n
This infrastructure-first mindset also overlaps with broader macro uncertainty, where capital is increasingly concentrated in tangible capacity providers during periods of geopolitical fragmentation and supply chain stress.<\/p>\n
Within this context, crypto infrastructure remains positioned alongside AI and data center expansion as part of a wider digital-physical convergence cycle, where compute, energy and financial networks are becoming tightly linked investment themes.<\/p>\n
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