Aethir unveils its 12-month strategic roadmap to accelerate the construction of global AI enterprise computing infrastructure.
- 核心观点:Aethir公布未来一年战略路线图,升级为AI基础设施平台。
- 关键要素:
- 2025年营收3980万美元,ARR达1.47亿美元。
- 推出3.44亿美元战略算力储备(SCR)。
- 2026年Q1上线v2主网,支持跨链结算。
- 市场影响:增强去中心化算力市场竞争力,吸引机构资本。
- 时效性标注:中期影响
TL;DR:
Decentralized GPU cloud computing platform Aethir today announced its strategic roadmap for the next 12 months (Q4 2025 – Q4 2026). The roadmap focuses on enterprise-level computing power expansion, building pathways for institutional participation, blockchain migration and mainnet upgrades, and large-scale developer ecosystem promotion. The goal is to further solidify Aethir's global presence in the distributed computing infrastructure field and upgrade it into an AI infrastructure platform for institutions and enterprises over the next year.
Enterprise-level growth: Aethir aims for a historic breakthrough in 2025.
In 2025, Aethir's decentralized GPU cloud expanded to 93 countries and over 200 global locations, with more than 435,000 GPU Containers already operational. The platform served over 150 AI, gaming, and enterprise customers, generating $39.8 million in revenue in the third quarter and driving annual recurring revenue (ARR) to over $147 million.
Currently, Aethir has completed the architecture design of the Aethir v2 modular computing layer, laying the technical foundation for the elastic scheduling and horizontal scaling of enterprise-level computing power in the future. At the same time, it will focus on enterprise-level needs, cross-chain computing power settlement, institutional computing power supply chain, hybrid cloud cooperation and large-scale developer adoption.
Strategic Computing Reserves (SCR): Driving the integration of institutional capital with the AI industry
In 2025, Aethir partnered with Predictive Oncology (NASDAQ: POAI) to launch the industry's first $344 million Strategic Computing Reserve (SCR). The SCR provides stable and highly elastic computing power for large-scale enterprise workloads and builds a long-term ecosystem flywheel by staking ATH tokens.
The goals of SCR include:
- Accelerate the introduction of next-generation Cloud Host computing power providers
- Provide enterprise customers with pre-orderable and predictable GPU supply.
- Revenue from computing power is used to repurchase ATH, strengthening the token economic model.
- Building a new path for institutional participation in AI infrastructure
Aethir's 12-month roadmap
Q4 2025: Expand GPU inventory and drive enterprise computing power contracts.
- Expand the supply of high-performance GPUs (H200, B200, and the upcoming B300).
- Encourage more enterprises to sign computing power contracts
- Release of case studies of companies in the AI and robotics fields
- Launch RWA-like financial products to support Cloud Hosting
- Release of annual transparency and annual review report
Q1 2026: Aethir v2 Mainnet & Chain Migration Launch
Aethir will officially launch its v2 mainnet in the first quarter of 2026.
- A brand new Proof-of-Compute mechanism
- Horizontally scalable computing power scheduling module
- EigenLayer ATH Vault Upgrade
- Launching Aethir Cloud Credits API
- Start the multi-tenant subnet orchestration system
- Completed chain migration, supporting cross-chain settlement and liquidity.
- Quarterly Computing Impact Report and Transparency Report Released
Q2 2026: Institutional AI Customer Access and Ecosystem Product Launch
This quarter will see the entry of institutional AI customers:
- Strategic computing power reserves are being introduced as a core entry point for institutional-level AI enterprises.
- Aethir Staking Pool migrated to EigenLayer ATH Vault
- Launch Aethir Developer SDK
- Launching Cloud Host Compute Reputation Layer
- Released AI Workload Marketplace v2 and zk-proof mechanism prototype
- Launch Aethir Academy to provide training for cloud hosts and developers.
- Release quarterly transparency reports and corporate growth data
H2 2026: Global Enterprise Network Expansion and Aethir v3 Launch
The focus for the second half of the year will be on global enterprise-level expansion:
- Driving Enterprise Computing Business Expansion with Predictive Oncology
- Introducing the Compute-as-a-Service (CaaS) pricing model
- Collaborating with Oracle, Tencent Cloud, AWS, and others on hybrid computing power
- Aethir v3 launched
- Integrates AI Orchestration API to support large-scale inference tasks
- Launch the multi-chain computing power dashboard to monitor global GPU utilization in real time.
- Release annual transparency and financial growth report
Continued transparency and community commitment
Aethir stated that its core vision remains to enable universal, decentralized cloud computing capabilities for users worldwide. In the coming year, Aethir will continue to achieve this through:
- Monthly Foundation Wallet Report
- Proof of Revenue
- Quarterly Computing Power Impact Report
- Annual Transparency Summary
Ensure that all stakeholders have access to the clearest possible growth data.
About Aethir
Aethir is a leading decentralized GPU cloud provider, offering enterprise-grade high-performance GPU infrastructure for AI, gaming, and enterprise applications. Through a globally distributed network of cloud hosts and a token-driven DePIN economy, Aethir provides scalable, efficient, and cost-effective computing power to AI innovators worldwide.


