Akash Network (AKT)

AWS raising GPU prices 20% is a positive indicator for hyperscale ROICs and as a general AI demand signal.

It also highlights an advantage $AMZN has, with (by far) the largest installed base of 3P cloud infrastructure, now re-pricing to market rates. Returns on legacy infrastructure will improve with no incremental capital, as contracts come up for renewal. These old A100s will soon be fully depreciated!

FWIW, a GW of B300 (Blackwell) GPUs at the pricing below and 100% utilization would monetize at ~$57B per GW per year. In practice, spot instances are never 100% utilized, and most capacity is sold as reserved instances at big discounts.

But even at hypothetical 60% discount for reserved instance pricing, B300s would monetize at ~$19B per GW at that old pricing levels, and ~$23B per GW at the new price levels. This pricing would drive >20% unlevered IRRs on DC capex as I’ll show below, and makes me very optimistic on earnings growth for hyperscalers as they bring more AI DC capacity online this year and

a major AI company will eventually acquire a decentralized computing marketplace like akash, aethir or something similar but you know what the token behind that project won't even pump why because these projects will sell exit through equities not tokens, no one needs these tokens.

we have seen in the past, more than 10+ crypto projects got acquired in the past even at 2-3x premium on their market cap at that time, token price barely moved because there is no relation at all.

without token ownership models crypto tokens cant survive the sooner we understand the better it would be for people who are hoping for a revival.