1 PFLOP + 128GB unified memory on a Windows machine means a 120B model with long context can run at the edge instead of renting metered cloud inference for every agent loop. That puts pressure on generic AI DePIN compute stories like Akash, io.net and Render, but helps the parts of crypto that handle scarce coordination: agent wallets, permissions, settlement and audit trails. If Microsoft’s OS-enforced identity and containment actually works, the next agent stack may look less like “send everything to an API” and more like local autonomy with on-chain rails for money and provenance.

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