The $140B Compute Arbitrage
AI compute costs are skyrocketing. Fine tuning a model on AWS can cost $11.27/hour for an H100 GPU, while Aethir offers the same job for $1.25/hour, saving a single team $8K/month. Scaled across AIâs $80â150B market by 2027, this is the biggest infrastructure arbitrage since the move to cloud.
Enterprises hesitate due to perceived risks: decentralized networks, crypto tokens, and regulatory concerns. DePIN is overhyped yet underutilized, lacking institutional infrastructure.
Market Reality:
DePIN generated $64M in fees by Q3 2025 (5x YoY growth).
Aethir alone serves 150+ enterprise clients at a $166M ARR.
Savings are best on batch workloads (overnight training, rendering, synthetic data), while critical APIs and regulated data still favor cloud.
The Institutional Barrier:
$5â10B of opportunity is locked by compliance gaps: unclear SLAs, data residency, and legal ambiguity. ArgentumAI targets this, offering compliance-first infrastructure.
Live Use Cases:
Aethir: Regional gaming compute, 65% cheaper and faster than AWS.
Akash: AI lab model evaluation, 59% cost reduction.
Render: VFX studios, 60â70% cheaper rendering.
io[.]net: Startup access to 40x H100 GPUs in 48 hours, 70% cheaper.
Nosana: DeFi CI/CD, 80% cost savings.
Argentum AI : Institutional DePIN
Focuses on idle enterprise GPUs (V100s, P100s, RTX A-series) as revenue assets.
Compliance-first: DAO LLC, KYC/AML for providers, regional pinning, SLA escrow.
Targets CIOs, labs, and regulated enterprises, not just crypto-native devs.
Why It Matters:
Compliance-first networks can unlock institutional spend and idle hardware.
DePIN adoption is already happening at scale, but execution risk remains: liquidity, competitive response, and enterprise onboarding.
DePIN is no longer theoretical, enterprise-grade providers like @Argentum_AI prove the model works for regulated workloads, offering massive cost arbitrage while bridging compliance gaps.
Research: Computation DePIN (Nov 2025)
Key Findings:
â«ïž DePIN growth is real (YoY fees did ~5x) but concentrated in a few networks (Aethir, ionet, Helium)
â«ïž Top 3 protocols by Comparative Scoring: @AethirCloud (Leader), @ionet (Watch), @Argentum_AI (Early Watch)
â«ïž @Argentum_AI: early entrant, that targets two gaps - reuse of secondâgen GPUs and security/region diversification for institutions
â«ïž Attestation and SLA dashboards are the primary adoption bottlenecks for regulated buyers
Full report:
Authors & Contributors: @0xfrigg, @0xSalazar, @rektonomist_, @obchakevich_, @crypto_goos, @rukizcukiz, @Dillion_Empire, @KongBTC, @zenbirb, @LisaFlorentina8, @cryptobrass, @leshka_eth, @CryptoGideon_, @Eliteonchain
7,57Â t.
52
TÀllÀ sivulla nÀytettÀvÀ sisÀltö on kolmansien osapuolten tarjoamaa. Ellei toisin mainita, OKX ei ole lainatun artikkelin / lainattujen artikkelien kirjoittaja, eikÀ OKX vÀitÀ olevansa materiaalin tekijÀnoikeuksien haltija. SisÀltö on tarkoitettu vain tiedoksi, eikÀ se edusta OKX:n nÀkemyksiÀ. SitÀ ei ole tarkoitettu minkÀÀnlaiseksi suositukseksi, eikÀ sitÀ tule pitÀÀ sijoitusneuvontana tai kehotuksena ostaa tai myydÀ digitaalisia varoja. SiltÀ osin kuin yhteenvetojen tai muiden tietojen tuottamiseen kÀytetÀÀn generatiivista tekoÀlyÀ, tÀllainen tekoÀlyn tuottama sisÀltö voi olla epÀtarkkaa tai epÀjohdonmukaista. Lue aiheesta lisÀtietoa linkitetystÀ artikkelista. OKX ei ole vastuussa kolmansien osapuolten sivustojen sisÀllöstÀ. Digitaalisten varojen, kuten vakaakolikoiden ja NFT:iden, omistukseen liittyy suuri riski, ja niiden arvo voi vaihdella merkittÀvÀsti. Sinun tulee huolellisesti harkita, sopiiko digitaalisten varojen treidaus tai omistus sinulle taloudellisessa tilanteessasi.