🧐 Aethir: A Leader in the Dual Narrative of DEPIN+AI——
The AI sector has become a permanent hot topic in the WEB3 world, and the GPU market is undergoing profound changes and vigorous development, with leading projects like Render and Bittensor. The airdrop of GRASS has pushed the entire sector to new heights, and among them, the most underestimated and overlooked is Aethir.
Aethir Cloud is a decentralized computing power platform based on the Arbitrum network. It helps gaming and AI companies deliver their products directly to consumers by aggregating and intelligently redistributing idle GPUs from enterprises, data centers, cryptocurrency mining operations, and consumers.
One of the key innovations of the project is the resource pool, which gathers decentralized computing power contributors under a unified interface to serve global clients. A major feature of the resource pool is that GPU providers can freely connect or disconnect from the network, allowing enterprises or data centers with idle devices to participate in the network during downtime, enhancing the flexibility and utilization of suppliers' equipment.
I have previously written research reports on Aethir, and as a leader in the sector, its GPU-related revenue performance is particularly noteworthy.
- Number of GPUs - 360,000+
- GPU Source Regions - 94
Aethir's GPU network and cloud solutions are among the few that have achieved positive annual revenue growth and are about to transform into an ATH, driving business growth through the combination of WEB3 and AI.
The data not only shows strong growth momentum but also occupies an important position in the market landscape, having become a key force in driving industry development.
1️⃣ GPU Revenue Model——
In the field of decentralized computing, the effective utilization of GPU resources and high revenue models have become important indicators of project success. As one of the leaders in this field, Aethir's recent performance is worth our in-depth exploration.
Aethir innovates its revenue model through blockchain technology.
Its core concepts include:
Distributed GPU Network: Utilizing globally dispersed GPU resources to form a decentralized cloud computing network, where users can contribute their idle GPUs in exchange for Aethir tokens (ATH).
Token Economy: ATH serves not only as an incentive mechanism but also as a payment method, with users paying in ATH while contributors earn ATH by providing computing resources.
Cost Reduction: By eliminating intermediaries and optimizing resource allocation, Aethir can provide computing resources at a lower cost.
2️⃣ The Most Powerful Supporter in the AI Agent Field:
Aethir has become the most active and powerful supporter in the AI Agent narrative.
Currently, Aethir is supporting the Solana AI Hackathon with computing power, and the fastest fundraising Yahtzee DAO on @Daosdotfun also received early computing power support from Aethir.
Additionally, Shaw from ai16z has announced that Aethir will provide free computing power for all Agents developed under the Eliza framework.
It is foreseeable that Aethir is expanding its ambition to dominate the computing power market into the entire AI ecosystem.
3️⃣ Official Dashboard——
Dashboard link: https://dashboard.aethir.com/protocol/overview
Aethir's official dashboard is now online, and through the dashboard, we can easily see its rapid growth. Aethir is tracking its influence in decentralized GPU computing through strong metrics and insights:
High ARR: Driven by rapidly increasing monthly revenue, Aethir's annual recurring revenue has exceeded $90 million.
GPU Capacity Continues to Rise: Aethir's disclosed number of GPUs is growing rapidly, with real-time references to a large number of GPU containers, showcasing the scale and efficiency of Aethir's decentralized infrastructure. Compared to other similar projects, Aethir is clearly in a strong advantageous position.
Real-time Tracking of Aethir's Token $ATH Quantity: Currently, 21% of $ATH is staked, becoming a credit certificate for ecological computing power.
Aethir's revenue growth not only proves its penetration in the market but also demonstrates the strong growth in demand for GPU computing. Real-time dashboard data shows that the number of Aethir's GPU containers is growing rapidly, reflecting the scale and efficiency of its infrastructure.
4️⃣ Comparison with Competitors——
1) Akash Network:
Revenue: Akash Network is known for its decentralized cloud computing market, with a market cap of about $1.65 billion. However, its revenue is somewhat volatile, mainly relying on the flexibility of task bidding.
In contrast, although Aethir's market cap is slightly lower, its stable and high ARR gives it an advantage in revenue stability.
2) http://IO.net:
Revenue: http://IO.net has certain advantages in aggregating consumer-grade GPUs, but due to the demand and stability of enterprise-grade GPUs, Aethir attracts more enterprise users by providing high-performance enterprise-grade GPU solutions.
Its transparent revenue model and real-time dashboard data also provide greater confidence for investors and participants. In terms of market share in the AI agent sector, Aethir is leading.
3) Theta Network:
Revenue: Theta focuses on video streaming and edge computing, but its applications in GPU computing have not yet reached the scale of Aethir.
Aethir has advanced its application scenarios not only in AI model training, virtual computing, and game rendering but also showcased its actual utilization and revenue growth through its dashboard.
Aethir's advantages lie in its transparency, ecosystem support, and market demand.
Aethir's real-time dashboard provides transparent insights into its operations and financial status. The $ATH token staking mechanism encourages participation in the ecosystem, with 21% of tokens currently staked. $ATH may have already become a credit certificate for ecological computing power, while the growth in the number of GPU containers proves its ability to meet enterprise and AI computing needs.
With the surge in demand for AI and cloud gaming, Aethir demonstrates its capability to meet these high-performance computing needs, further solidifying its market position.
Aethir's revenue performance in the field of decentralized GPU computing is significantly better than its competitors.
Its high ARR, transparent operational data, and rapid response to market demand make it stand out in this field.
For both enterprise users and investors, Aethir showcases its potential and credibility as a GPU computing service provider. As Aethir continues to expand its GPU network and application scenarios, it may continue to enhance its leading advantage in the market.
5️⃣ Supporting Enterprise-Level AI Development——
Currently, the greatest demand for cloud computing infrastructure comes from the hottest narrative in the AI sector. Aethir's partnerships and recent advancements in AI show a clear upward trend in the data table.
Aethir is leveraging its advantages to safeguard the AI industry, effectively integrating idle GPU resources globally, significantly lowering the barriers and costs for AI development, VR, and XR applications.
In May, Aethir announced a partnership with the KIP protocol, the champion project of the Chainlink hackathon, to provide enterprise-level, decentralized GPU capabilities for KIP's AI product ecosystem.
In October, Aethir announced the establishment of a $100 million ecological fund dedicated to the development of AI and gaming.
On October 15, Aethir announced its collaboration with NEAR Protocol as the chief computing partner to support the NEAR x @delphi_labs AI accelerator program.
On October 29, Aethir, GAIB, and GMI Cloud launched the first decentralized AI computing powered by NVIDIA H200 GPUs.
Aethir is continuously accelerating its collaboration with AI projects, once again proving its capability to supply enterprise-level computing power needs and expand its ecosystem.
Conclusion——
It is regrettable not to have participated in Aethir before.
The DEPIN sector has become a permanent hot topic in the WEB3 world, and Aethir stands out as a leader, particularly in the field of GPU computing.
Through its innovative distributed GPU network and token economic model, Aethir not only reduces computing costs but also provides flexible, transparent, and secure services. Its high ARR, continuously growing GPU capacity, and high proportion of staked $ATH demonstrate its strong performance and potential in the market.
Aethir's revenue model complements its transparent operational data, allowing it to stand out in a highly competitive market. Especially against the backdrop of surging demand for AI and cloud gaming, Aethir not only provides strong support for the development of the AI industry through its technological advantages but also showcases its important role in the AI ecosystem through a series of strategic partnerships and fund establishments.
Aethir is not only a leader in GPU computing services but also a pioneer in promoting the integration of AI and WEB3 technologies. The future is promising, and continuous observation is warranted!
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
