Key Takeaways

1. Aethir will accelerate enterprise AI adoption by combining global GPU scaling, institutional capital, token utility expansion, and major v2 upgrades into the most complete decentralized cloud roadmap in the industry
2. From onboarding new cohorts of compute providers (GPUs) and launching exciting ecosystem programs, to introducing tech upgrades, staking updates, and enterprise compute initiatives. 
3. Aethir continues to build, evolve, and adapt to dynamic market conditions, paving the way for universal cloud computing available to all. 

Aethir’s decentralized GPU cloud has achieved record-breaking growth throughout 2025, expanding enterprise-grade infrastructure to 93 countries, 200+ global locations, and more than 435,000 high-performance GPU Containers. The ecosystem now serves over 150 AI, gaming, and enterprise clients and partners, with annual recurring revenue (ARR) surging to $147M+ and a historic $39.8M+ in Q3 2025 alone.

Strategic Compute Reserve: Fueling Institutional Adoption

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A major 2025 milestone was the launch of the Aethir (ATH) Strategic Compute Reserve (SCR) in partnership with Predictive Oncology (Nasdaq: POAI). As the first Strategic Compute Reserve in the industry, this $344M stake in ATH tokens bridges institutional capital with decentralized compute, turbocharging Cloud Host onboarding and large-scale enterprise deals.​

1. Impact: SCR supports rapid scaling for new compute cohorts, secures compute availability, and enables frictionless booking for enterprise AI, robotics, and simulation workloads.​
2. Ecosystem flywheel: Staked ATH tokens in the Strategic Compute Reserve drive sustainable, high-yield revenue for Cloud Hosts while powering demand from institutional clients.

The SCR deploys GPU resources to serve AI enterprises and uses any realized revenue to purchase additional ATH, further strengthening the Aethir ecosystem.

For investors seeking AI-aligned upside without direct access to top AI companies, the SCR offers exposure to a digital asset convertible into GPU compute through Nasdaq-listed Predictive Oncology (NASDAQ: POAI). This model is positioned to provide a differentiated way to participate in the broader AI infrastructure economy.

As a GPU aggregator, Aethir’s SCR aims to maintain a dynamic supply pipeline, enabling access to compute at scale and with greater efficiency.

Aethir Tribe in 2025 & Beyond

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This year was a milestone year for the Aethir Tribe, our community-powered microKOL program.

With over 800 active members producing more than 5,000 pieces of high-quality content, the Tribe became one of the most engaged and effective grassroots marketing ecosystems in Web3. Our focus on quality-driven contributions, a transparent points-based leaderboard, and rewards for genuine engagement helped set a new standard for community participation in decentralized infrastructure.

Looking ahead to 2026, we’re scaling the Tribe to 2,000+ active members and expanding beyond X (Twitter) into multi-platform engagement. The goal is to transform all Tribe members into trusted Aethir ambassadors, creators who educate, amplify, and represent Aethir’s mission across the broader AI and DePIN ecosystem.

Aethir’s Unprecedented Ecosystem & Revenue Growth

In 2025, the Aethir ecosystem grew to 150+ clients and partners, leveraging our globally distributed DePIN stack for enterprise workloads across AI model training, AI agents, robotics, and simulation.

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Q3 2025 was a record-breaking quarter for Aethir’s decentralized GPU cloud. Over $39.8M+ revenue was booked in Q3, marking the highest quarter in company history. Quarterly revenues demonstrated strong momentum, with an impressive 22% growth from Q2 to Q3, underscoring the company’s accelerating sales trajectory and ARR reaching $147M+.

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Furthermore, in preparation for Aethir’s major technical upgrade, we’ve completed the architecture design for the Aethir v2 modular compute layer.

We are looking toward the future, which will bring numerous exciting updates and major ecosystem upgrades that will benefit all of Aethir’s stakeholders while contributing to the exponential growth of AI innovation worldwide.

Aethir’s 12-month roadmap, from Q4 2025 to Q4 2026, outlines Aethir’s plans to scale global compute infrastructure and support AI evolution toward universal cloud computing.

Q4 2025: Scaling GPU Infrastructure, Closing Enterprise Compute Deals

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In Q4 2025, Aethir will leverage the Strategic Compute Reserve to secure enterprise cloud computing contracts. We aim to close numerous enterprise deals by the end of this year. Aethir’s GPU inventory includes state-of-the-art GPUs such as H200s and B200s, with B300s coming soon to supercharge AI growth.

To showcase the scale and utility of Aethir’s decentralized GPU cloud, we will release several enterprise case studies featuring AI and robotics clients using Aethir’s compute, similar to our compute-provider success stories with DCENT. 

Furthermore, Aethir will introduce additional RWA-focused initiatives, similar to the recently launched Aethir RWA Capital for Cloud Host financing.

We will continue our quarterly transparency and burn reports, ending the year with a detailed 2025 Year-in-Review Report that will include revenue, compute hours, and enterprise impact information.

Q1 2026: Expanding Ecosystem Flywheel & Compute Capacity

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In Q1 2026, Aethir will significantly expand Cloud Host onboarding and GPU capacity to meet the accelerating demand for high-performance AI infrastructure.

Introducing Aethir v2 Mainnet: IDC v2 Upgrade

Aethir v2 brings a next-generation IDC v2 upgrade to the Proof-of-Compute system, introducing a more robust account and settlement framework, unified staking mechanics, enhanced provider identity controls, and full on-chain transparency for service fees and rewards. These foundational upgrades significantly increase trust, automate more of the compute economy, and allow the network to scale to millions of containers and enterprise workloads with greater reliability and predictability.

This will introduce various key improvements in how Cloud Hosts, Tenants, and token providers interact with the network, including smoother staking/unstaking, clearer account management, and stronger on-chain verification for service fees and rewards.

The IDC v2 Mainnet upgrade is the foundation of Aethir’s next evolution.

It introduces:

1. A redesigned Proof-of-Compute system for stronger on-chain verification
2. Horizontally scalable scheduler modules enabling higher throughput
3. Improved Host/Tenant lifecycle management
4. Smoother staking/unstaking and clearer account management
5. More transparent service fee and reward settlement for Cloud Hosts

IDC v2 strengthens the entire operational backbone of Aethir’s decentralized GPU cloud, improving reliability, performance, and the experience of Hosts, Tenants, and token providers.

Upgrading the EigenLayer ATH Vault

Alongside the Aethir v2 Mainnet launch, the updated EigenLayer ATH Vault will unify cross-chain liquidity across multiple ecosystems. By enabling ATH to be mobilized more efficiently across different chains, the Vault enhances overall capital efficiency, allowing resources from multiple ecosystems to support Cloud Host onboarding with lower barriers and reduced cost. 

This accelerates the growth of new compute cohorts and strengthens the network’s total supply capacity. While the Proof-of-Compute system continues to operate on its deployment chain, the Vault serves as the cross-chain liquidity layer that fuels faster scaling and more accessible compute availability across the Aethir ecosystem.

This liquidity upgrade helps fuel Cloud Host expansion and supports sustainable staking incentives across the network.

Aethir’s Blockchain Migration

Our long-awaited chain migration is planned to be in 2026, signaling a major technological expansion for Aethir’s DePIN ecosystem. This will enable flexible cross-chain liquidity and compute settlement for ATH, the powering force behind Aethir’s decentralized GPU cloud, while compute settlement for workloads continues to occur on the IDC deployment chain. 

Clients will be able to fund compute bookings with ATH sourced from multiple chains, reducing friction and making it easier to onboard more AI innovators in need of reliable, cost-effective GPU infrastructure. The EigenLayer ATH Vault acts as the cross-chain liquidity layer, enabling ATH to move across ecosystems and indirectly benefiting IDC compute staking on whichever chain IDC is deployed.

Proof-of-Revenue Reports & Quarterly Compute Impact Report

As passionate advocates of business transparency, we will continue publishing Revenue reports, along with a Quarterly Compute Impact Report showcasing enterprise workload metrics for Q1 2026. 

Additionally, throughout 2026, Aethir will participate in major industry events and conferences to showcase enterprise adoption and share insights on decentralized AI infrastructure solutions.

Q2 2026: Maturity—Institutional AI Onboarding & New Product Launches

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Aethir’s Strategic Compute Reserve will onboard institutional AI clients and venture partners, signaling the next stage of global growth for decentralized AI infrastructure. 

This will be a critical step for the mass adoption of Aethir’s decentralized GPU cloud among enterprises that previously used expensive, centralized cloud infrastructure.

Aethir Staking Pool Migration

In Q2, Aethir will migrate its current staking pools in favor of the EigenLayer ATH Vault, to enable all ATH stakers to directly contribute to the onboarding of new compute cohorts into Aethir’s DePIN stack. 

Aethir Developer SDK & Compute Reputation Layer for Cloud Hosts

On the technical side, we are preparing to launch the Aethir Developer SDK for AI integration, further cementing our commitment to supporting AI development with innovative programming tools. This will be accompanied by the launch of the Compute Reputation Layer for Cloud Host reliability scoring.

AI Workload Marketplace v2

Aethir will introduce the AI Workload Marketplace v2 for GPU scheduling and AI dataset integration, along with a complete zk-proof prototype for compute validation under Aethir v3 R&D. 

Aethir Academy & Broader Ecosystem Initiative Growth

As the Aethir ecosystem continues to grow, we will launch the Aethir Academy. This ambitious initiative will include a training hub for Cloud Hosts, developers, and partners, further empowering Aethir’s stakeholders and community members. Alongside this, initiatives like the AI Unbundled Alliance and Aethir Forge will deepen their activities, combining research, thought leadership, and hands-on builder support to drive more high-quality projects onto the network. The community will also have a public test environment for community-driven performance testing. Across all of this, we will maintain a deliberate focus on long-term institutional partnerships with high-conviction partners across sectors and geographies.

The Quarterly Transparency Report (Q2) will include on-chain and enterprise metrics to highlight the exact growth path of Aethir’s decentralized GPU cloud.

H2 2026: Global Enterprise Network Expansion

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In H2 2026, Aethir and Predictive Oncology’s partnership through the ATH Digital Asset Treasury, the first Strategic Compute Reserve in the world, will scale its enterprise client network across different sectors of the AI industry.

Compute-as-a-Service (CaaS) Pricing Model Launch

Aethir’s DePIN stack will integrate a Compute-as-a-Service (CaaS) pricing model for recurring-revenue clients and partner with major clouds or AI ecosystems for hybrid compute (e.g., Oracle, Tencent, AWS) service offerings.

Thanks to Aethir’s enterprise network expansion, we are aiming to rapidly scale cumulative enterprise compute contracts through Predictive Oncology’s ATH Strategic Compute Reserve. This will solidify our Strategic Compute Reserve as an institutional-grade asset class, worthy of the most compute-demanding enterprise clients on the market.

Aethir v3

Towards the end of 2026, the network will deploy Aethir v3, along with the integration of AI orchestration APIs for large-scale inference workloads. Furthermore, we will develop a multi-chain compute dashboard for tracking global GPU utilization for the Cloud Hosts.

To finish 2026, Aethir will highlight key annual milestones and accomplishments, along with a fully transparent financial growth report for Aethir’s stakeholders.

Commitment to Community & Ecosystem Growth

Every step in Aethir’s 12-month roadmap reinforces the goal of universal, decentralized cloud computing, empowering enterprises, developers, and stakeholders worldwide. By maintaining transparency, pioneering new finance/infrastructure models, and constantly upgrading the Aethir DePIN stack, we’re driving the next decade of AI innovation.

Follow Aethir’s growth:

1. Become a Cloud Host to monetize idle GPUs
2. Develop with Aethir and help shape the decentralized AI ecosystem
3. Blog for monthly transparency and major technical updates

FAQs 

What is Aethir’s Strategic Compute Reserve (SCR)?

The SCR is a $344M pool of staked ATH tokens designed to ensure elastic, enterprise-ready GPU provision for global AI workloads.

How does Aethir drive decentralized GPU monetization?

By automatically routing open enterprise demand to globally distributed Cloud Hosts, enabled by the DePIN stack and token incentives.

How do I join Aethir’s network as a Cloud Host or client?

Apply via the Cloud Host onboarding portal, or contact the ecosystem team for custom enterprise compute solutions.