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8 pieces · May 2023 to Jun 2025

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AI7 DePIN7 L1/L21 Ethereum1

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12023

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12025

Start here · the strongest pieces on Filecoin

Breakdown18 Jul 2024io.net deep dive: GPU aggregation, Aethir H100s and network metricsDetails io.net's aggregation of consumer, datacenter and Aethir H100 capacity, with 28,000 cluster-ready and over 294,000 verified GPUs. Cites 378,000+ inferences, 1.9M onchain transactions and about $5.25M in block-reward revenue to providers.Thesis23 Sep 2024io.net thesis: decentralized GPU aggregation for AI computeThread arguing io.net will be the foundational GPU layer for AI by aggregating idle GPUs from other networks and data centers using Ray-based geo-distributed clustering. Covers AI agent demand, partnerships and recent adoption.Breakdown06 Mar 2024io.net: a decentralized GPU network for AI computeBreakdown of io.net's DePIN of clustered idle GPUs serving AI/ML workloads, its IO Engine and IOG Package, with network stats of 23.5K nodes, 23,094 GPUs, about $3K daily GMV and more than 5x Render's GPU supply.

Timeline · every piece, newest first

2025 1

16 Jun 2025DeAI proof points: usage stats across compute, storage and training networksArgues the battle is for open AI infrastructure and lists reported usage figures from decentralized compute, storage and training networks as proof DeAI is already working.DataAIDePIN

2024 6

23 Sep 2024io.net thesis: decentralized GPU aggregation for AI computeThread arguing io.net will be the foundational GPU layer for AI by aggregating idle GPUs from other networks and data centers using Ray-based geo-distributed clustering. Covers AI agent demand, partnerships and recent adoption.ThesisDePINAI

28 Aug 2024Who participates in a decentralized GPU marketplace like io.netMaps io.net's demand side (AI builders priced out of centralized clouds) and supply side (datacenters, miners, other DePINs, consumer hardware). Cites 320k+ verified GPUs, 24k+ cluster-ready, and US datacenters running at 12-18% capacity.ExplainerDePINAI

18 Jul 2024io.net deep dive: GPU aggregation, Aethir H100s and network metricsDetails io.net's aggregation of consumer, datacenter and Aethir H100 capacity, with 28,000 cluster-ready and over 294,000 verified GPUs. Cites 378,000+ inferences, 1.9M onchain transactions and about $5.25M in block-reward revenue to providers.BreakdownDePINAI

07 Apr 2024io.net network growth: 438K GPUs, 10x in 18 daysUpdated io.net dashboard: over 438K GPUs, 46K CPUs, about 5K clusters and 33K workers, with GPUs up 10x in 18 days. Claims 38x Render's GPUs and 428x Filecoin's, with a correction that total verified inferences are 241,427.DataAIDePIN

20 Mar 2024io.net by the numbers: 62K GPUs, 15x Render and 62x FilecoinNetwork stats for io.net: over 62K GPUs, 11K CPUs, 4K clusters, nearly 110K workers, $485K worker revenue and 167K verified inferences, implying 15x Render's and 62x Filecoin's GPU counts.DataAIDePIN

06 Mar 2024io.net: a decentralized GPU network for AI computeBreakdown of io.net's DePIN of clustered idle GPUs serving AI/ML workloads, its IO Engine and IOG Package, with network stats of 23.5K nodes, 23,094 GPUs, about $3K daily GMV and more than 5x Render's GPU supply.BreakdownAIDePIN

2023 1

23 May 2023Data availability versus data storage: who archives rollup data post EIP-4844Distinguishes data availability from data storage. After EIP-4844, blobs are not stored permanently, so archival nodes run by indexers, explorers and apps are needed, and decentralized storage layers could be incentivized for this role.ExplainerL1/L2Ethereum

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io.net71 Render18 Aethir26 Akash10 Chutes5 Templar7 Gradients5 Movement Labs24

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