paulthind

@veepunen showing how @AethirCloud runs on smart TV’s. #aethircloud #smartv

BREAKING: Axe Compute (NASDAQ: AGPU) just signed a $260M enterprise deal: - 2,304 NVIDIA B300 GPUs - Multi-year contract - Powered by Aethir’s decentralized GPU cloud. Aethir's GPU network includes: 430K+ GPUs in 94 countries, across 200+ locations, with fast deployment, and zero egress fees. Decentralized GPU infrastructure just entered the enterprise big leagues. 🔥 Check our latest blog for all the details:👇

Aethir Claw V1 is live, and it's changing how the world deploys AI agents 🧵 - No SSH. No Docker. - No terminal. - Just sign up and go live in under 5 minutes. Here's everything you need to know 👇

Big launch today: Aethir now offers Managed Kubernetes as a Service. 🚀 - GPU-accelerated K8s clusters. - Bare-metal performance. - Self-service API. - Zero egress fees. Built for enterprise AI teams that want to ship models, not manage infrastructure. 💻

Aethir is at @NVIDIAGTC : The world's premier compute event. Our CEO, Dan Wang; our CTO, Kyle Okamoto; Paul Thind, Aethir’s CRO; and the team will be on the ground, making announcements and putting in the work. Big things are coming. Stay tuned for the latest updates on Aethir’s decentralized GPU cloud for enterprise AI workloads.

Over 2,000 NVIDIA B300 GPUs are going live in a mega-cluster on Aethir's decentralized cloud very soon. ☁️ This is next-level infrastructure that unlocks access for the most ambitious AI workloads and use cases. 💻 Enterprise-grade GPU compute, ready to scale with your ambitions. ⚡️ Listen to Mark Rydon, our Co-Founder, explain the importance of Aethir’s B300 deployment.

The Aethir team is live at @NVIDIAGTC! A week of deep dives on GPU infrastructure, AI agents, and the future of compute. Come find us in San Jose. Let's build 🚀 @nvidia #GTC26

What's been happening at @AethirCloud you may wonder? Let's dive in 🏊‍♀️ Aethir just formalized something that's been quietly in motion, a full enterprise layer for their decentralized GPU network, through Axe Compute (NASDAQ: $AGPU). Here's why it matters and what it means for ATH. Aethir runs 435,000+ GPU containers across 90+ countries. Powerful infrastructure. But enterprises need more than raw capacity, they need SLAs, compliance, predictable pricing, and a company they can sign a contract with. Axe Compute is that company. It's a NASDAQ-listed company, fully independently built to be the commercial interface between Fortune 500 procurement teams and Aethir's decentralized network. Every enterprise contract flows directly into Aethir GPU utilization. The structural piece that makes this interesting: Axe Compute controls Aethir's Strategic Compute Reserve, token-backed capacity converted into live enterprise clusters. The tokens don't sit idle. They become productive infrastructure backing real commercial demand. For treasury holders, this changes the ATH demand picture. It's no longer just speculation on AI infrastructure trends. There's a listed company whose entire business model depends on routing enterprise workloads into the Aethir network, creating verifiable, recurring token demand. Beam has a significant position in its Treasury for a reason.

Aethir × Bolt ⚡: The Future of In-Game Payments Starts Now Aethir and @bolt officially team up to unlock one-click, open-web in-game payments → giving studios more control and players a smoother gaming experience. This is a major step forward for gaming beyond app stores 👇

1️⃣ Preparation for next year is in full swing at @AethirCloud - we’re starting to get a clearer view, and it’s incredibly exciting. Aethir’s ecosystem has never been stronger. As we head into 2025, one fact becomes impossible to ignore: the world is re-architecting itself around compute. We aren’t just in a bull market. We aren’t in a bubble. We are living through an infrastructure revolution. 2️⃣ In the first half of 2025, AI data center investment accounted for 92% of U.S. GDP growth, and without it, the broader economy would have been flat. Big Tech CapEx is expected to reach $405 Billion in 2025, a 62% year-over-year surge. GPU infrastructure stocks have exploded, NVIDIA revenue is up 62 percent, and even Utilities, normally slow, are up around 19 percent year to date as power becomes the new bottleneck. The world is desperate for compute, physical data centers take years to build, and @AethirCloud is here now. 3️⃣ While others are still testing, Aethir is building and delivering at enterprise scale: 435,000 plus GPU containers deployed, 1.4 Billion plus lifetime compute hours delivered, and $147 Million plus in Annual Recurring Revenue. Aethir generates more enterprise revenue than all other web3 compute peers combined. This is not token emissions or hype. It is real business demand, from real enterprises, at real scale. 4️⃣ Aethir has differentiated from typical crypto projects by securing true enterprise contracts. We power innovators like Kluster.ai, Mondrian AI, and Attentions.ai. These are not pilot tests or demo workloads, but production-scale inference and model training environments that demand low latency, stability, and reliability. Aethir is where DePIN becomes enterprise infrastructure. 5️⃣ Through our regulated public-market partnership with POAI, we launched the $344 Million Strategic Compute Reserve (SCR), a financial flywheel that intends to stabilize supply, unlocks capital market growth levers, and plans to open doors for major institutional deals. Much of what is happening cannot yet be disclosed publicly, but the Strategic Compute Reserve is truly transformative. This is our time. The macro trends are historic, the demand is unprecedented, and @AethirCloud is the vessel built to capture it.

Proud to lead the DePIN compute space with $147M ARR and growing. @AethirCloud's commitment to verifiable infrastructure at scale is closing critical gaps in SLAs and attestations. The decentralized compute revolution is here. Dive into the full research by @solus_partners and see why Aethir is setting the pace. Read the report now 👇

~4 years ago, my cofounder and I started @AethirCloud. We didn't have it all figured out - No runway - No team - Just an idea But we showed up daily. Now Aethir has $147m ARR (highest in DePIN/AI), thousands of GPUs, and we power some of the biggest AI companies in the world. The secret is to start. And after you do, the secret is to keep showing up. "The market is terrible!" - show up "The token is down!" - show up "Everyone is leaving web3!" - show up I'll keep showing up. Will you?

Gaming just got more fun ⚡️🎮 Aethir welcomes @BossFightersX into our ecosystem, allowing players everywhere jump straight into the fun, no downloads or expensive rigs needed, just pure action. Together, we are delivering on immersive gaming without hardware as a barrier.

Ben Johnson today, after Chicago won its sixth game of the season:

$ATH officially went live last week on @OrderlyNetwork - the first orderbook-integrated DEX built to support DePIN tokens powering real AI compute. That integration now makes $ATH instantly tradeable across 22+ CEXes, DEXes, aggregators, and wallets within the @OrderlyNetwork ecosystem - including @QuickswapDEX, @LogX_trade, and @_WOOFi. This is an important milestone for $ATH, expanding access and liquidity across the broader on-chain trading ecosystem. It unlocks deeper market participation, tighter spreads, and a more efficient trading environment for both institutional and retail participants - all part of our ongoing effort to elevate the user and trader experience across every venue where $ATH is live.

Aethir’s DAT isn’t just another treasury - it’s a new financial instrument. It transforms digital assets from passive reserves into active revenue engines, forcing capital markets to rethink how they price and us, and you need to understand how it works. Current NAV-based DAT models: NAV-based valuation models are inherently passive. They represent a company’s mark-to-market exposure to the assets it holds - whether that’s Bitcoin, Ethereum, or another digital treasury reserve. The market assigns value externally, based on the price of those underlying assets, leaving management with no internal levers to influence valuation beyond holding, staking, or waiting. MicroStrategy is a textbook example: its market capitalization is functionally tethered to Bitcoin’s price - rising and falling in direct correlation, regardless of operational execution. In this structure, upside is dictated by market forces rather than managerial performance. NAV captures exposure to price movement, not creation of value. The new Aethir DAT model: A revenue-driven model shifts that dynamic from passive exposure to active execution. Instead of waiting for the assets to appreciate, the company can take action - selling compute, generating revenue, and directly influencing the metrics that drive its valuation. The assets themselves become productive infrastructure: $ATH is used to book GPUs, and rented to AI companies for web applications, models, and enterprise systems across the world. Each AI deal creates auditable revenue and economic activity, transforming $ATH into active, revenue generating compute. Management can expand utilization, secure contracts, or strategically finance growth; it possesses operational levers that NAV models lack. And because capital markets value revenue-producing companies on price-to-sales multiples - often 15x, 60x, or even higher in the high-growth AI infrastructure sector - each dollar of revenue can amplify equity value far beyond the linear appreciation of simple asset holdings. For the @AethirCloud Strategic Compute Reserve, this is the fundamental evolution - from being valued on what it holds to being valued on what it produces. It’s a structural transition from dependence on external market sentiment to being in control of our own destiny - we’ve upgraded the treasury business model, and the impacts will be groundbreaking.

@AethirCloud , we’ve never been afraid to challenge conventions — even when it comes to token distribution. :)

A sharp sell-off in traditional markets this past weekend triggered one of the largest liquidation events in crypto’s history — an unwind that rippled through every corner of the ecosystem. Volatility is indiscriminate, but we’re reminding ourselves that resilience defines this industry. True builders endure, adapt, and emerge stronger. Back to Aethir - We believe that real strength lies in fundamentals — in teams generating revenue, delivering infrastructure, and building real utility. It’s not about who rebounds first, but who remains standing when speculation fades. The sell-off was painful, but it brought clarity — stripping away noise and reminding us what sustains value over time. Aethir’s fundamentals remain unchanged: enterprise revenues, expanding GPU infrastructure, and serving the world’s leading AI companies with best-in-class products. This week reaffirmed why Aethir bridges traditional capital markets with crypto infrastructure — to build lasting strength and strategic flexibility. Last week, we announced Aethir’s Digital Asset Treasury ($POAI): a $344M raise, with $45M in liquid capital for on-market $ATH accumulation. Despite the volatility, we’re staying on track to build a global strategic compute reserve - with a focus on onboarding more GPU supply for the future of AI. Like the broader market, we felt the swings — but our structure and fundamentals allow us to act with conviction when others cannot. On-market $ATH purchases recommence this evening.

@AethirCloud is the Airbnb of Data centres

GPU DePIN = new compute supply. It solves the power bottleneck, monetizes resource inefficiency, and builds the backbone for AI’s expansion. The market is still criminally undervalued. This is a >$1T sector for crypto and we’re still very early. @AethirCloud

Aethir now offers dedicated NVIDIA H200 compute at just $1.50/hour — no virtualization, no shared resources. @nvidia H200 is perfect for AI, rendering, and real-time workloads. If you or someone you know is exploring enterprise-grade GPU solutions with transparent and efficient pricing, connect with us and get started.