⚠️ Jensen Huang is Satoshi Nakamoto

A blogger has proposed that Jensen Huang and Satoshi Nakamoto are highly similar in their structural design of token economics. Both defined the production rules and pricing mechanisms for tokens, but after Satoshi Nakamoto's retirement, he became a symbol of cypherpunk ideology, while Jensen Huang has become the dominant force in AI token economics.
The same token conversion rules
Satoshi Nakamoto used PoW rules to convert computing power into encrypted tokens. Jensen Huang proposed token economics at GTC 2026, defining the relationship between inference efficiency and token consumption, dividing tokens into five pricing tiers (free to Ultra). Neither directly produced tokens but rather set the rules.
He also helps enterprises design computing power allocation schemes:
25% free tier, 25% mid-tier, 25% high-tier, 25% premium tier.
Two sources of scarcity
Satoshi Nakamoto set artificial scarcity through code, limiting Bitcoin's total supply to 21 million. Jensen Huang creates natural scarcity through physical laws—a 1GW data center costs approximately $4 billion and cannot be scaled, a scarcity that cannot be forked.
A repeat of the hardware arms race
Mining evolved from CPU to ASIC. AI inference evolved from general-purpose hardware to specialized hardware (such as Groq LPU). GPUs played a key role in both waves. NVIDIA transformed from passive beneficiary to active rule-maker.
Production capacity attributes of AI tokens
Crypto tokens have demand driven by speculation, with value derived from belief;
AI tokens have demand driven by productivity, with value derived from usage (such as Nestlé using tokens to reduce supply chain costs by 83%), with no bubble potential.
Differences in commercial copycat versions
After Satoshi Nakamoto designed the rules, he retired. Jensen Huang not only designs the rules but also monopolizes AI "mining hardware" production through CUDA ecosystem barriers, NVLink technology, and other competitive advantages, becoming the absolute dominant player in AI token economics.
Currently, discussions about whether Jensen Huang can continue to dominate AI token economics and whether new competitors will emerge to break the monopoly are still ongoing.
Based on circulating photos of Satoshi Nakamoto, there really is some resemblance.