With global AI infrastructure demand accelerating faster than traditional clouds can supply it, Aethir has emerged as the definitive leader in decentralized physical infrastructure networks (DePIN). Aethir now operates more than 435,000 GPU containers and has delivered over 1.4 billion compute hours to paying enterprise clients. In Q3 alone, revenue reached $39.8 million, putting the platform on track for $147 million in ARR.

Record Q3 Revenue and Accelerating Enterprise Demand

Aethir posted its strongest quarter to date in Q3 2025, generating $39.8 million in revenue and reaching a $147M+ annual recurring revenue (ARR). This is driven entirely by real enterprise spending, not token emissions. 

This growth is fueled by Aethir’s GPU compute scale: more than 435,000 enterprise-grade containers across H100, H200, B200, and B300 hardware, delivering 1.4 billion+ compute hours to customers clients.

Aethir generates more enterprise revenue than the rest of DePIN Category

When compared to the rest of the sector, Aethir’s position stands out clearly. Over the past 12 months, Aethir has generated more enterprise revenue than the rest of the compute DePIN category.

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Aethir's $147 million ARR comes from real enterprise contracts across gaming, AI inference, model training, and AI agent platforms. Many DePIN networks conflate token emissions with revenue, obscuring the distinction between tokenomics and genuine business activity.

A Real Business, Not Just a Token Model

What differentiates Aethir is its foundation as a real business with enterprise customers. Aethir is the only compute DePIN with true enterprise contracts spanning gaming studios, AI inference providers, model training operations, and AI agent platforms.

Enterprise AI innovators like Kluster.ai use Aethir's infrastructure to screen millions of patients for clinical trials in minutes instead of months. Attentions.ai relies on Aethir for its no-code platform that builds and deploys private LLMs for enterprise clients. Mondrian AI, a KOREA AI STARTUP 100 company, depends on Aethir to power its enterprise AI platform.

In gaming, SuperScale case studies showed Aethir's instant-play technology resulted in 43% more players preferring it over downloads, +35% click-through rate, and +45% higher conversion. For Reality+'s Doctor Who: Worlds Apart, Aethir delivered +201% install conversion uplift and +61% ARPU improvement. With 400+ games tested via Xsolla and AAA publishers like Scopely, Zynga, and Jam City evaluating the platform, Aethir has already demonstrated it can support production workloads at scale.

Beyond public case studies, Aethir has secured high-margin deals for large-scale model training and AI inference requiring the latest-generation NVIDIA GPUs, positioning it as a real business with sustainable revenue.

Institutional Validation: The Strategic Compute Reserve

The most significant validation comes from institutional investment. In October 2025, Predictive Oncology (NASDAQ: POAI) launched the Aethir Digital Asset Treasury (DAT) following a $344 million private investment in ATH tokens. This initiative introduces what the Company plans to develop into the world's first Strategic Compute Reserve (SCR)—an active framework designed to support the potential monetization of global GPU compute across Web2 and Web3 enterprise markets.

As of November 10, 2025, Predictive Oncology holds 5.7 billion ATH as disclosed in their Q3 2025 financial results. The Company plans to deploy GPU resources to serve AI enterprises and intends to use any realized revenue, if and when it occurs, to purchase additional ATH and further strengthen the Aethir ecosystem. This model is designed to bridge traditional enterprise demand with decentralized infrastructure supply.

A NASDAQ-listed entity provides Aethir with institutional credibility that no other DePIN has achieved. The $344 million investment represents institutional confidence in infrastructure-backed digital assets, not speculation.

Enterprise-Grade Infrastructure at DePIN Economics

Aethir proves decentralized infrastructure can match centralized clouds on quality, availability, and cost. The platform provides access to the latest NVIDIA GPUs, with the H100 powering over 90% of today's LLMs. This is critical given that NVIDIA allocated 60% of Q1 2025 production to enterprise AI clients.

Aethir's decentralized model bypasses supply chain bottlenecks, offering cost-effective flexibility. Through an optimized token ecosystem, Aethir delivers bare-metal performance at a fraction of centralized cloud costs.

Why DePIN Compute Leadership Matters Now

2025 marks a pivotal moment for DePIN. McKinsey estimates data centers will require $6.7 trillion in investment by 2030. With the DePIN market projected to reach $3.5 trillion by 2028, the opportunity for proven, enterprise-grade solutions is immense.

Aethir is actively shaping this market. With a clear scaling trajectory and robust revenue funding expansion, Aethir has built a competitive moat based on scale, technology, and enterprise relationships. In DePIN, revenue and scale separate leaders from followers—and Aethir's numbers speak for themselves.