Against the backdrop of a continued surge in global AI infrastructure demand, traditional centralized cloud computing systems have gradually revealed capacity bottlenecks and efficiency ceilings. With the rapid penetration of large model training, AI inference, and agent applications, GPUs are transforming from "computing resources" into "strategic infrastructure assets."
Amid this structural market transformation, Aethir, leveraging a decentralized physical infrastructure network (DePIN) model, has built the largest and most commercially advanced enterprise-grade GPU computing network in the industry, swiftly establishing a leading position.
Commercialization Breakthrough of Large-Scale Computing Infrastructure
To date, Aethir has deployed over 435,000 enterprise-grade GPU containers worldwide, covering the latest generation of NVIDIA hardware architectures such as H100, H200, B200, and B300, delivering more than 1.4 billion hours of real computing services to enterprise clients. In just the third quarter of 2025, Aethir achieved revenue of $39.8 million, driving the platform's annual recurring revenue (ARR) past $147 million.
Aethir's growth is driven by genuine enterprise-level demand, including AI inference services, model training, large AI Agent platforms, and production-grade workloads from global game publishers. This revenue structure marks the first time the DePIN sector has seen a large-scale computing platform driven primarily by enterprise-level payments.
Aethir's infrastructure has been integrated into the core production systems of several cutting-edge AI companies.
1. Kluster.ai, relying on Aethir's computing network, has compressed clinical trial patient screening processes that originally took months down to minutes, greatly enhancing the commercial viability of medical AI.
2. Attentions.ai builds and deploys enterprise-grade private large models through Aethir, promoting the implementation of no-code AI platforms in traditional industries.
3. Mondrian AI, selected for the "KOREA AI STARTUP 100," uses Aethir as the underlying computing power for its enterprise-grade AI services.
At the gaming industry level, Aethir's production-grade delivery capabilities have undergone large-scale commercial validation.
1. SuperScale's test data shows that products based on Aethir's instant cloud gaming architecture have increased user preference by 43%, click-through rates by 35%, and final paid conversion rates by 45% compared to traditional download methods.
2. In Reality+'s "Doctor Who: Worlds Apart" project, Aethir drove a 201% increase in installation conversion rates and a 61% increase in ARPU.
Currently, more than 400 games have been connected for testing through Xsolla, and leading global publishers such as Scopely, Zynga, and Jam City are conducting in-depth evaluations of the system.
Institutional Endorsement: The Birth of Strategic Compute Reserve
In October 2025, Aethir completed a $344 million ATH token targeted investment (NASDAQ: POAI) and officially launched the Aethir Digital Asset Treasury (DAT). This mechanism is positioned as the world's first "Strategic Compute Reserve" (SCR) framework, aiming to incorporate decentralized computing assets into enterprise-level long-term balance sheets and explore deep integration paths between computing assets and traditional capital markets.
As of November 10, 2025, the DAT has disclosed holdings of 5.7 billion ATH and plans to provide services to AI companies by deploying GPU resources, using the resulting revenue to repurchase ATH, thereby forming a positive cycle of "computing supply—enterprise monetization—ecosystem buyback."
This structural capital move makes Aethir one of the very few platforms in the DePIN field to receive substantial recognition from traditional capital markets, and it is also the first time that "decentralized computing power" has been elevated to the level of institutional asset allocation.
Enterprise-Grade Delivery Capability Under Decentralized Architecture
The decentralized GPU network built by Aethir has already matched or even surpassed traditional centralized cloud providers in terms of performance, stability, and cost structure. H100-grade GPUs currently support over 90% of mainstream large model inference tasks worldwide, and in the first quarter of 2025, NVIDIA allocated 60% of its production capacity specifically to enterprise AI clients, further highlighting the strategic scarcity of high-end GPUs.
Aethir, through a distributed hardware supply system, bypasses the construction cycles and supply chain bottlenecks of traditional data centers, providing enterprises with near bare-metal computing performance at higher resource utilization rates and more flexible pricing, while significantly reducing overall usage costs.
DePIN Enters the "Real Revenue Driven" Era
According to McKinsey's forecast, global data center construction investment will reach $6.7 trillion by 2030. Meanwhile, the DePIN market is expected to grow to $3.5 trillion by 2028. However, only platforms with genuine enterprise revenue capabilities and scalable delivery capacity are qualified to establish a long-term moat in this sector.
About Aethir
Aethir is a world-leading decentralized GPU cloud infrastructure platform dedicated to providing enterprise-grade computing services for AI, gaming, and next-generation Web3 applications. Through a distributed GPU network architecture, Aethir transforms idle computing power worldwide into cloud-level resources that enterprises can access instantly, building a more open, efficient, and decentralized digital infrastructure.
