Aethir Establishes Leadership in DePIN Computing with Enterprise-Grade Growth: A New-Generation Computing Infrastructure Model Driven by Real Revenue

Against the backdrop of continuously surging global AI infrastructure demand, traditional centralized cloud computing systems are gradually revealing capacity bottlenecks and efficiency ceilings. As large model training, AI inference, and agent applications rapidly proliferate, GPUs are transitioning from "computing resources" to "strategic-level infrastructure assets."

In this structural market transformation, Aethir has built the industry's largest and most commercially advanced enterprise-grade GPU computing network using a decentralized physical infrastructure network (DePIN) model, quickly establishing its leadership position.

Commercial Breakthrough in Scalable Computing Infrastructure

To date, Aethir has deployed over 435,000 enterprise-grade GPU containers globally, covering the latest-generation NVIDIA hardware architectures such as H100, H200, B200, and B300, cumulatively delivering more than 1.4 billion hours of real computing services to enterprise clients. In Q3 of 2025 alone, Aethir achieved revenue of $39.8 million, driving the platform's annual recurring revenue (ARR) past $147 million.

Aethir’s growth stems from genuine enterprise-grade demand, including AI inference services, model training, large-scale AI Agent platforms, and production workloads from global game publishers. This revenue structure marks the first time the DePIN sector has seen a scalable computing platform primarily driven by enterprise-level payments.

Aethir’s infrastructure has already been integrated into the core production systems of multiple cutting-edge AI companies.

1. Kluster.ai leverages Aethir’s computing network to compress clinical trial patient screening processes—previously taking months—down to minutes, significantly enhancing the commercial viability of medical AI.

2. Attentions.ai builds and deploys enterprise-grade private large models on Aethir, accelerating the adoption of no-code AI platforms across traditional industries.

3. Mondrian AI, selected for “KOREA AI STARTUP 100,” relies on Aethir as the foundational computing backbone for its enterprise AI services.

In the gaming industry, Aethir’s production-grade delivery capability has undergone large-scale commercial validation.

1. SuperScale’s test data shows that products based on Aethir’s instant cloud gaming architecture achieve a 43% increase in user preference, a 35% rise in click-through conversion, and a 45% improvement in final payment conversion compared to traditional download methods.

2. In Reality+’s Doctor Who: Worlds Apart project, Aethir drove a 201% increase in installation conversion and a 61% boost in ARPU.

Currently, over 400 games have accessed testing via Xsolla, with global top-tier publishers such as Scopely, Zynga, and Jam City conducting in-depth evaluations of the system.

Institutional Endorsement: The Emergence of Strategic Compute Reserves

In October 2025, Aethir completed a $344 million private placement of ATH tokens (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 deeper integration between computing assets and traditional capital markets.

As of November 10, 2025, the DAT has disclosed holdings of 5.7 billion ATH tokens and plans to generate income by deploying GPU resources to serve AI enterprises, which will then be used to repurchase ATH tokens—creating a positive feedback loop of “compute supply → enterprise monetization → ecosystem buyback.”

This structural capital move positions Aethir as one of the few DePIN platforms to receive substantive recognition from traditional capital markets, marking the first time “decentralized compute” has entered the realm of institutional asset allocation.

Enterprise-Grade Delivery Under a Decentralized Architecture

Aethir’s decentralized GPU network now matches or even exceeds traditional centralized cloud providers in performance, stability, and cost structure. H100-class GPUs currently support over 90% of mainstream large model inference tasks worldwide, and in Q1 2025, NVIDIA allocated 60% of its production capacity directly to enterprise AI customers—further highlighting the strategic scarcity of high-end GPUs.

Through a distributed hardware supply system, Aethir bypasses the construction timelines and supply chain constraints of traditional data centers, delivering bare-metal-level computing performance to enterprises with higher resource utilization and more flexible pricing, while significantly reducing overall usage costs.

DePIN Enters the Era of “Real Revenue-Driven” Growth

According to McKinsey, global data center construction investment is projected to reach $6.7 trillion by 2030. Meanwhile, the DePIN market is expected to grow to $3.5 trillion by 2028. However, only platforms with proven real enterprise revenue and scalable delivery capabilities will be able to build lasting moats in this space.

About Aethir

Aethir is a leading global decentralized GPU cloud infrastructure platform dedicated to providing enterprise-grade computing services for AI, gaming, and next-generation Web3 applications. Through its distributed GPU network architecture, Aethir transforms global idle computing power into cloud-grade resources instantly accessible to enterprises, building a more open, efficient, and decentralized digital infrastructure.