Tongrun

Filecoin’s “move compute, not data” narrative, aimed at AI workloads (petabyte-scale training data, multimodal datasets, etc.)

13.2 days is how long it actually takes to transfer 1 PB of data using a dedicated 10 Gbps pipeline at 70% effective throughput—with the GPU sitting idle the entire time. Filecoin keeps the data where it is and moves the compute to it.

Transfer Time Calculation

1 PB = 1,000 TB = 8,000,000 Gb (decimal)
Dedicated 10 Gbps pipeline, 70% effective throughput → actual speed = 7 Gbps
Time = 8,000,000 Gb ÷ 7 Gbps ≈ 1,142,857 seconds
1,142,857 ÷ 86,400 ≈ 13.23 days
About 13.2 days. Throughout that time, the GPU is completely idle, just waiting for the data to be moved.

Filecoin’s Core Argument

Traditional approach:
Move the data to the compute (cloud provider data centers, supercomputing centers)
→ Bandwidth becomes a bottleneck, driving up costs, latency, and energy consumption.

Filecoin’s approach:
Keep the data where it is and bring the compute to the data (Compute-over-Data / data-centric computing).
Data is already stored in a verifiable way across globally distributed storage providers (SPs).
Through FVM, Warm Storage, Retrieval Markets, and other tools, compute tasks—especially AI inference/training preprocessing and retrieval-augmented tasks—can be scheduled directly where the data resides.
Reduce or even eliminate large-scale data transfers.
This is the “move compute, not data” narrative Filecoin has been promoting recently, particularly for AI workloads (petabyte-scale training data, multimodal datasets, etc.).

Sources: official media and online news. Content is for reference, learning, and discussion only. Please strictly comply with the laws and regulations of your location. This article does not constitute investment advice.

Filecoin’s storage capacity was already in place before prices surged

According to a Dell’Oro report, revenue from semiconductors and components for global data center IT grew 182% year over year in the second quarter of 2026. This surge was not driven solely by higher shipment volumes: the price per bit for DRAM and storage drives more than doubled compared with the previous year. As AI infrastructure pushes up the cost of memory and hard drives, server demand is adding further pressure to prices.

Amid supply shortages, vendors are revising quotes for new chips and storage drives. Storage costs are already climbing sharply, even before model training workloads are complete.

Consider it from another angle:

Filecoin’s storage capacity was deployed on the network long before this wave of price increases began. Procurement cycles and spot-market premiums do not affect storage capacity that is already in use. Because its data is content-addressed and verifiable, it is insulated from quarterly price fluctuations in DRAM and hard drives.

The doubling of component revenue reflects the cost of procuring new hardware, while storage resources already operating on the network follow a very different timeline.

Materials are sourced from official media and online news. The content is for reference, learning, and discussion only. Readers should strictly comply with the laws and regulations of their jurisdiction. This article does not constitute investment advice.

Filecoin aims to address the data challenges facing artificial intelligence

For AI models to be trained, perform inference, and maintain coherent context, they first need a way to store data securely, intact, and over the long term. Although centralized cloud providers offer storage services, it is often difficult to determine who actually controls the data, whether it has been tampered with, or whether it will remain accessible when switching platforms.

Filecoin turns storage into verifiable infrastructure: data is distributed across a decentralized network using content addressing, and storage providers must continually prove that files remain intact and unaltered. For AI, this means that training datasets, inference logs, and agent memories are no longer locked into a particular cloud provider or model, but can be independently verified and retrieved.

As a result, Filecoin is increasingly seen as the foundational storage layer for AI “hot data” and “cold data.” It is more than just another cloud storage service—it is a system that ensures massive datasets remain durable and reliable, while earning the trust of both machines and people.

#FIL/USDT #Filecoin #Aİ AI #Web3

Materials are sourced from official media and online news. The content is for reference, learning, and discussion only. Readers are urged to strictly comply with the laws and regulations of their locality. This article does not constitute investment advice.

FIP-0118,Filecoin’s Most Significant Economic Model Reform in History

The FIP-0118 (Solstice) proposal has officially been marked as Accepted, marking a critical step toward the most significant economic model reform in Filecoin’s history. The proposal’s core is to shift from “rewarding capacity supply” to “rewarding paid service demand,” with the following specific impacts:

Key Changes: Three Major Reforms

Full Elimination of Fil+
All newly sealed sectors will automatically receive 10x quality-adjusted power (QAP). There will be no need to apply for DataCap or go through manual review, fully addressing issues under the old mechanism such as low efficiency and centralization.

Split Block Rewards into Three Streams
w1 (Consensus Stream)
Continue rewarding block producers, but the share will gradually decrease from 95% to 50%.
w2 (Service Stream)
An initial 5% of the reward stream will go to “Service Orchestrators,” rewarding the behavior of bringing in real, paying customers. This percentage may increase by 5% each quarter, provided that the on-chain Filecoin Pay transaction volume meets the requirement.
w0 (Burn Stream)
Rewards that do not meet service targets will be directly burned, creating a deflationary constraint.

Introduce New Governance Smart Contracts
Establish a “Weight Set Executor (SWA)” and a “Service Reward Executor (SRA)” to manage the allocation rules, along with a dedicated governance repository.

Key Time Milestones and Risk Notice
Current Status
The proposal is currently only Accepted, not yet deployed on the mainnet. The next steps require code development, audits, and validation on the testnet (Calibnet).

Estimated Timeline
The community broadly expects Calibnet to activate on September 10–11, and the NV29 mainnet upgrade on October 8; however, the official specific block height has not been finalized yet, and timing may shift depending on audit progress.

In Summary
At its core, the Solstice proposal is about shifting Filecoin’s incentives from “rewarding hard drives” to “rewarding business.” In the long run, participants with real data sources and customer capabilities will benefit fully, while models that rely solely on hardware and arbitrage will face challenges.

Source Material: Official media / online news. This content is for reference, learning, and communication only. Please strictly comply with the laws and regulations in your jurisdiction. This article does not represent any investment advice.

BSIM (Blockchain SIM) was jointly developed by Shudu and China Telecom. Its appearance is the same as a normal SIM, but it integrates blockchain account management into the card.

The three most important points are: 👇 👇

Hardware-level security Public/private keys are generated and stored inside the card. Transaction signing is completed in the chip, and the private key never leaves the card. Even if the phone is infected with a virus or targeted by a trojan, it becomes much harder to copy the keys.

More powerful Performance claims are: storage capacity expands by roughly 10–20x, and computing power increases by dozens of times. In addition to communication, it can also be used for encrypted storage, key recovery, and even integrated capabilities similar to a hardware USB key (U盾).

A compliant identity access point Your mobile number has been real-name verified. With the on-chain account established via BSIM, “operator real-name verification” can be matched with “on-chain identity,” making it more suitable for applications that must pass compliance requirements.

The significance for community partners is very direct: you remember fewer mnemonic phrases, install fewer plugins, and can access on-chain applications directly from your phone. If staking, transfers, and identity authorization are also made into one-click confirmations on the card side, then Web3 will truly shift from being a tool for geeks to an everyday feature. 👏👏

This is not about urging everyone to blindly go on-chain right away; it’s about expanding the entry point from “people who know how to use wallets” to “people who know how to use phones.”

The deployment timeline, coverage cities, and specific apps still need to follow the telecom operator’s announcements and official notices.

Source of materials: official media / online news. The content is for reference, learning, and交流 only. Please strictly comply with the laws and regulations in your location. This article does not represent any investment advice.