Project hub

AWS

9 pieces · May 2024 to Jun 2026 · 1 flagship

Sectors

AI9 DePIN9 Regulation1

Search every mention All projects

Coverage per year

62024

22025

12026

Start here · the strongest pieces on AWS

Article15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.Breakdown05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.Explainer25 May 2024io.net H100 GPUs via Aethir at $1.19 per hour vs AWS and Google CloudExplains what Nvidia H100 GPUs are and prices io.net's Aethir-supplied capacity at $1.19 per hour against AWS and Google Cloud A100 pricing. Notes the A100 comparison is not like for like.

Timeline · every piece, newest first

2026 1

15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.ArticleAIDePINRegulation

2025 2

31 Dec 2025DePIN compute needs enterprise reliability, not just cheaper GPUs than AWSArgues cheaper GPU-hours only open the door; enterprises buy predictability, SLAs, observability and failover. The credible DePIN compute players are adding an enterprise layer.ThesisDePINAI

21 Jul 2025Big compute is cracking: summary of the DeAI case against centralized cloudSummarizes an article arguing AI demand is outrunning inelastic centralized compute: complexity doubles every 3-4 months, data center energy may exceed 945 TWh by 2030, and a 1,000-GPU cluster costs $2.8M monthly. io.net aggregates >35,000 GPUs at up to 90% lower cost, with zkML as the trust layer.BreakdownAIDePIN

2024 6

05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.BreakdownDePINAI

24 Aug 2024The race to AGI is a battle for compute, and how DePIN can counter itArgues AGI development is bottlenecked by finite compute, with Nvidia at about 80% of GPU supply and big clouds absorbing most of it. Says geo-distributed clustering by DePINs like io.net can even the playing field.ThesisAIDePIN

12 Aug 2024DePIN GPU networks versus a $79B quarterly cloud marketCites Messari's $20B DePIN market and Q2 2024 cloud spend of $79B (up 22% YoY), with AWS at 32%, Azure 23% and Google Cloud 12%. Argues GPU DePINs like io.net and Aethir can serve startups priced out of centralized GPUs.ThesisDePINAI

17 Jul 2024Cloud compute market sizing and why Aethir fits the GPU shortageSizes cloud infrastructure (AWS 31%, Azure 25%, Google 11%, over $400B annual by year-end) and ties GPU scarcity (Nvidia 80% share, 4-11 month delivery) to the case for Aethir, which reports $36M ARR and a $30B+ TAM.ThesisAIDePIN

30 May 2024Decentralized GPU networks in AI: io.net case study on training vs inferenceExplains the difference between AI model training and inference, then applies it to io.net's GPU supply. Compares io.net H100 pricing at $1.19 per hour against AWS at about $3.06 and Google Cloud at about $2.48.ExplainerAIDePIN

25 May 2024io.net H100 GPUs via Aethir at $1.19 per hour vs AWS and Google CloudExplains what Nvidia H100 GPUs are and prices io.net's Aethir-supplied capacity at $1.19 per hour against AWS and Google Cloud A100 pricing. Notes the A100 comparison is not like for like.ExplainerAIDePIN

Often covered with

io.net71 Nvidia20 Google Cloud8 Aethir26 OpenAI13 Bittensor34 NEAR Protocol73 Render18

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research