Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week: https://t.co/KJWFSaIGCd
Everyone will read this as a UX update. Look at the fifth card.
GPU deployments that got no bid at all: 36.2% → 23.9%.
A third of people asking for a GPU used to walk away with nothing. Now it’s under a quarter. That’s not polish — that’s the difference between “I tried Akash once” and “I use Akash.”
Signups up 49%, people deploying up 46%, fulfillment up to 54.7%, and fewer people quitting in the first ten minutes.
Fix the thing that made people leave and growth takes care of itself.
$AKT #DePIN #DeAI #Web3 #GPU @akashnetAI
Core team has been improving Console's onboarding, user interface, and overall experience.
More updates are on the way to make Console a delight to use and to come back to. Drop-offs in the first ten minutes fell by a nearly a fifth.
Episode 252: How Decentralized Compute Markets Solve AI Bottlenecks with Greg Osuri of Akash Network
@alextapscott@gregosuri@akashnet@CMCC_Global
0:00 Introduction
3:37 The state of compute: the biggest build-out in human history
4:27 Is AI demand slowing? Reading one lab’s soft quarter
8:27 Humans prompt once a minute, agents a thousand times
10:36 Will people pay for AI? Newspapers vs. the internet
15:14 “We let go any engineer that doesn’t use AI”
19:14 The subsidized party: a $200 plan worth $8,000 of compute
21:37 CoreWeave’s jitters and the leverage problem
23:25 Energy, permits, and the pushback stalling data centers
28:19 Training vs. inference, and the gigawatt problem
32:55 Why inference can run anywhere: Macs, offices, homes
36:37 Akash Home Node: putting your gaming PC to work
39:04 Akash today: nearly a trillion tokens a month
41:26 Making compute contracts tradable
47:00 Where to find Greg, and why homes are the future of AI
New @defidecodedpod is out!
I sit down with @gregosuri of @akashnet to discuss why decentralized compute networks could power the next wave of AI.
Infrastructure bottlenecks, data centre backlash, and power shortages means we must tap into GPU capacity wherever it exists—even in our own homes.
Always a blast chatting with Greg.
Check it out!
Sooner than you think? 👀
Bags packed. Engines on. 🚀
@akashnet is choosing its new home, and the wait is almost over. 🪐
$AKT $ETH $SOL #Base#Robinhood $RH #DePIN#DeAI#GPU
Receipts from November 2024.
@gregosuri said hyperscalers would end up with GPUs they couldn’t power. Business Insider just reported Amazon has warehouses of them — sites with room for more racks but not enough power to turn them on, and no clear forecasted path to installing them.
He also said in Feb 2025 that everyone would be talking about the energy crisis in two years.
Somewhere right now there’s a startup that can’t get an H100, and a warehouse full of them that nobody can plug in.
That’s not a shortage. That’s an allocation failure — and it’s the exact problem @akashnet was built for. An open marketplace where any provider with powered, idle capacity can list it, and anyone who needs compute can rent it. No queue, no allocation meeting, no waiting on a substation.
$AKT #DePIN #DeAI #Web3 #GPU @akashnetAI
As the cost of running intelligence climbs, more people are turning to open models.
Akash's ecosystem serves both ends of that. AkashML inference for anyone without GPUs. Homenode for anyone with, renting out your card when you aren’t using it.
Revolut is down today because of a Google Cloud outage in London (europe-west2).
A power event in one availability zone knocked out multiple services. Revolut’s app, cards, and payments went offline (funds and data are safe). Other banks and services were hit too.
Why didn’t multi-region or multi-cloud save them?
They use Google Cloud heavily (multi-year partnership) and do multi-region for some workloads. But the critical path (auth, card authorization, payments) was still too dependent on the London region. When that region had issues, failover didn’t fully cover it.
True active-active multi-region/multi-cloud for stateful banking systems is expensive and complex (data consistency, latency, compliance, testing). Many fintechs accept the residual risk until an incident forces the issue.
Decentralized options like Akash $AKT can reduce single-provider risk in theory, but they don’t currently match the compliance, SLAs, and predictability banks need for production payments infrastructure.
" I'll just build my own data center."
" Mind the power bill."
That exchange is the whole AI infrastructure story in few words.
When you can't rent compute on reasonable terms, you build. When you build, you hit the grid. And the grid is years behind.
There's a third option that didn't make the sketch: the GPUs that already exist, already powered, already sitting idle.
@akashnet is the marketplace for those.
$AKT #DePIN #DeAI #Web3 #GPU @akashnetAI