Aethir: Reshaping DePIN's computing infrastructure with enterprise-level growth and real revenue.

Against the backdrop of a continued surge in global demand for AI infrastructure, traditional centralized cloud computing systems are gradually revealing capacity bottlenecks and efficiency limitations. With the rapid penetration of large-scale model training, AI inference, and intelligent agent applications, GPUs are transforming from "computing power resources" into "strategic infrastructure assets." In this structural market transformation, Aethir has rapidly established its leading position by building the industry's largest and most commercially viable enterprise-grade GPU computing network using a decentralized physical infrastructure network (DePIN) model.

Commercial breakthroughs in large-scale computing infrastructure

According to McKinsey's forecast, global investment in data center construction will reach $6.7 trillion by 2030. Meanwhile, the DePin market is projected to grow to $3.5 trillion by 2028. However, only platforms with real enterprise revenue capabilities and scalable delivery capabilities will be qualified to build a long-term competitive advantage in this sector.

To date, Aethir has deployed over 435,000 enterprise-grade 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-world computing services to enterprise customers. In the third quarter of 2025 alone, Aethir achieved revenue of $39.8 million, driving its platform's annual recurring revenue (ARR) to over $147 million.

Aethir's growth is driven by genuine enterprise-level demand, including AI inference services, model training, large-scale AI agent platforms, and production-level workloads for global game publishers. This revenue structure marks the first time a large-scale computing platform in the DePIN space has been driven primarily by enterprise-level payments.

Aethir 's infrastructure has been incorporated into the core production systems of several leading AI companies.

1. Kluster.ai, leveraging Aethir's computing network, has compressed the clinical trial patient screening process, which originally took months to complete, into minutes, significantly improving the commercial viability of medical AI.

2. Attentions.ai builds and deploys enterprise-grade private large models through Aethir, promoting the application of no-code AI platforms in traditional industries.

3. Mondrian AI, which was selected for the “KOREA AI STARTUP 100”, uses Aethir as the underlying computing power support for its enterprise-level AI services.

At the gaming industry level, Aethir's production-grade delivery capabilities have been validated on a large scale for commercial use.

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

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

Currently, over 400 games have been tested 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 computing power reserves

In October 2025, Aethir completed a $344 million targeted investment 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, with the goal of incorporating decentralized computing power assets into the enterprise's long-term balance sheet system and exploring the path for deep integration of computing power assets with traditional capital markets.

As of November 10, 2025, DAT has disclosed holding 5.7 billion ATH tokens and plans to provide services to AI companies by deploying GPU resources, using the resulting revenue to repurchase ATH tokens, thus forming a positive closed loop of "computing power supply - enterprise monetization - ecosystem repurchase".

This structural capital move makes Aethir one of the very few platforms in the DePIN space to gain substantial recognition from traditional capital markets, and it also marks the first time that "decentralized computing power" has been brought to the level of institutional asset allocation.

Enterprise-grade delivery capabilities under a decentralized architecture

Aethir's decentralized GPU network has approached or even surpassed traditional centralized cloud vendors in terms of performance, stability, and cost structure. Its H100-class GPUs currently support over 90% of mainstream large-model inference tasks globally, and in the first quarter of 2025, NVIDIA allocated 60% of its production capacity to enterprise AI customers, further highlighting the strategic scarcity of high-end GPUs.

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

About Aethir

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