I’m really happy to have joined last night’s Arc Office Hour and witnessed the birth of three new projects. Let me start with the one I’m most interested in, and also the one I’ve been testing over the past few days: @TowerExchange For now, it only supports the swap function. The routing goes through @synthra_finance , which is currently the chain-abstraction DEX integrated by more projects on Arc. Overall, Tower is mainly focused on AI agent strategies. In the next test version, we should be able to try features like recurring buy. The second one is Sendero. It is currently whitelist-based. You can apply through: Its direction is mainly focused on the travel industry. The third one is CronPay, which was actually the first project mentioned today, but I think it still has room to become even better. It already supports payments, but I believe it can do much more to fully leverage @Arc’s performance. Lastly, thank you @samconnerone and @silencexlm @0xmikef for today’s Office Hour. ............................................................................................. 真的很开心可以加入昨晚 Arc office hour 并见证三个新项目的诞生 先说说我最感兴趣的，也是这几天在测试的 @TowerExchange 他目前只开放swap 功能走的途径是 @synthra_finance 是目前 arc上较多项目接的Chain-abstraction DEX 整体主打 ai agent策略为主，未来下一个版本测试应该就可以来测recuuring buy等功能 其次是 Sendero 目前是以白单开放为主，可在 再来是今天第一个讲到但我认为还可以做更好的项目 cronpay 目前已经可以做支付了，但我认为可以做更多来发挥 @arc的性能 最后感谢 @samconnerone 跟 @silencexlm and @0xmikef for today office hour

AI has left the engineering org. 💊 A real playbook for bringing AI to every team, GTM, marketing, post-sales, and beyond, has started to take shape. Come hear from: > @vercel > @cursor_ai > @Chime + more Spots are limited and filling up fast! ↓

AI is chronically under-leveraged in Crypto atm I give it <24 months before every protocol has an AI feature embedded in-app I think the reason why adoption is slow along existing apps is because there needs to be a philosophy shift Ppl haven’t adjusted to the new norm yet

AI deployment doesn’t have to mean reinventing your infrastructure. AMD’s Suresh Andani explains how AMD Instinct MI350P PCIe GPUs combine open software, enterprise-ready AI infrastructure, and scalable inference performance to help organizations accelerate AI adoption within existing data centers. Same racks. Same cooling. Dramatically more AI. Watch the full video on YouTube:

AI infrastructure is scaling globally. Hyperscalers (Microsoft, Amazon, Google, Meta and others) are on track for roughly $765 billion in annual AI-related CapEx in 2026 alone, with cumulative AI data center capital expenditures projected to reach $5.2 trillion by 2030 in the base case (and up to $7.9 trillion in accelerated scenarios), according to McKinsey (March 2026). The global AI data center market itself is expected to grow from $147 billion in 2025 to $811 billion by 2033 at a CAGR of 23.9%, per Grand View Research. Meanwhile, global data center electricity consumption hit ~485 TWh in 2025 (up 17% YoY) and is projected to roughly double to ~950 TWh by 2030, with AI-focused facilities growing even faster (IEA, April 2026 report). The financial layer around it is still early. Despite these trillions in required capital, the entire tokenized Real World Assets (RWA) market (excluding stablecoins) stands at only ~$30–37.5 billion as of May 2026 — still tiny relative to the physical buildout and overwhelmingly dominated by traditional assets like Treasuries and private credit rather than AI compute, energy, or data centers ( and market reports, May 2026). As more compute, energy, and data infrastructure come online, new models for access, coordination, and capital formation may emerge on-chain. Rax Finance is exploring this direction by building a full-stack on-chain registry, metering, and settlement layer that tokenizes GPU capacity, data center power, and energy resources into verifiable, insured, yield-bearing RWAs — turning physical AI infrastructure into globally accessible, programmable assets. What are your thoughts on the future of AI infrastructure RWAs, Rax Fam? Would love to hear your ideas below 👇