Aethir: The AI investment boom has sparked controversy, but the real challenge lies in the computing power supply chain.
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最新报道：According to Bijie.com, OpenAI CEO Sam Altman previously warned that AI investment is showing signs of a dot-com bubble, stating that "smart people are getting overly excited about real cores," but also emphasized that AI is "extremely important." In response, Aethir CTO Kyle Okamoto stated, "Calling the current situation a bubble is oversimplified. The underlying problem is a supply chain bottleneck—real capital and demand are chasing scarce computing power. Until the infrastructure is fully established, prices and enthusiasm will rise, which is more like a sign of market maturation than a crash." Torsten Slok of Apollo noted higher valuations for top tech stocks, while Ray Wang of Futurum stated that the fundamentals of the industry chain are solid, but there are areas of overvaluation. Currently, Aethir, a decentralized cloud infrastructure provider, boasts a network of over 435,000 GPU containers across 93 countries, including thousands of H200 and GB200 GPUs, generating $156 million in ARR (annual recurring revenue). (Nypost)
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