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Aethir establishes DePIN computing leadership with enterprise-level rise: a new generation of Computing Power infrastructure model driven by real revenue.

Against the backdrop of the continuous explosion 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 transitioning from “Computing Power resources” to “strategic infrastructure assets.”

In this structural transformation of the market, Aethir has built the largest and most commercially advanced enterprise-level GPU computing network in the industry using a decentralized physical infrastructure network (DePIN) model, quickly establishing a leading position in the industry.

Commercial breakthrough of large-scale Computing Power infrastructure

As of now, Aethir has deployed over 435,000 enterprise-level GPU containers globally, covering the latest generation of NVIDIA hardware architectures such as H100, H200, B200, and B300, delivering over 1.4 billion hours of real computing services to enterprise customers. In the third quarter of 2025 alone, Aethir achieved revenue of 39.8 million USD, driving the platform's annual recurring revenue (ARR) to exceed 147 million USD.

Aethir's growth comes from real enterprise-level demand, including AI inference services, model training, large AI Agent platforms, and production-level loads for global game publishers. This revenue structure marks the first appearance of a scalable computing power platform driven by enterprise-level payments in the DePIN track.

The infrastructure of Aethir has been integrated into the core production systems of several leading AI companies.

  1. Kluster.ai relies on the computing power network of Aethir, compressing the patient screening process for clinical trials that originally took months to complete into a matter of minutes, significantly 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 “KOREA AI STARTUP 100”, will use Aethir as the underlying Computing Power support for its enterprise-level AI services.

In the gaming industry, Aethir's production-level delivery capability has completed large-scale commercial verification.

  1. SuperScale's test data shows that products based on the Aethir instant cloud gaming architecture have a 43% increase in user preference, a 35% increase in click conversion rate, and a 45% increase in final payment conversion rate compared to traditional download methods.

  2. In the Reality+ project “Doctor Who: Worlds Apart”, Aethir drove an installation conversion rate increase of 201% and an ARPU increase of 61%.

Currently, more than 400 games have been integrated for testing through Xsolla, and leading global publishers such as Scopely, Zynga, and Jam City are conducting in-depth evaluations of this system.

Institutional Endorsement: The Birth of Strategic Computing Power Reserves

In October 2025, Aethir completed a directed investment of $344 million in 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, aimed at integrating decentralized Computing Power assets into an enterprise-level long-term balance sheet system and exploring deep integration paths between Computing Power 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, with the generated revenue being used to repurchase ATH, thus forming a positive closed loop of “Computing Power Supply - Enterprise Monetization - Ecological Repurchase.”

This structural capital move has made Aethir one of the very few platforms in the DePIN field to receive substantial recognition from traditional capital markets, and it has also pushed “decentralized Computing Power” to the level of institutional asset allocation.

Enterprise-level delivery capability under decentralized architecture

The decentralized GPU network built by Aethir is approaching or even surpassing traditional centralized cloud providers in terms of performance, stability, and cost structure. H100-level GPUs currently support over 90% of mainstream large model inference tasks globally, and in the first quarter of 2025, NVIDIA will allocate 60% of its production capacity to enterprise-level AI clients, further highlighting the strategic scarcity of high-end GPUs.

Aethir bypasses the construction cycles and supply chain bottlenecks of traditional data centers through a distributed hardware supply system, providing enterprises with near bare-metal level Computing Power performance with higher resource utilization and more flexible pricing capabilities, while significantly reducing overall usage costs.

DePIN enters the “real revenue-driven” era.

According to McKinsey's forecast, global data center construction investment is expected to reach $6.7 trillion by 2030. Meanwhile, the DePIN market is projected to grow to a scale of $3.5 trillion by 2028. However, only platforms that possess real enterprise revenue capabilities and scalable delivery capabilities are qualified to establish a long-term moat in this field.

About Aethir

Aethir is a global leading decentralized GPU cloud infrastructure platform dedicated to providing enterprise-level Computing Power services for AI, gaming, and next-generation Web3 applications. Through a distributed GPU network architecture, Aethir transforms global idle Computing Power into cloud-level resources that can be instantly accessed by enterprises, building a more open, efficient, and decentralized digital infrastructure.

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