Core Viewpoint - Axe Compute Inc. has rebranded and will continue its AI-driven drug discovery business while expanding into high-performance enterprise AI infrastructure to meet the growing demand for scalable compute capacity [1][10] Group 1: Infrastructure Gap - The company identifies infrastructure as the primary bottleneck in AI development, rather than algorithms, emphasizing the need for accessible compute resources to train and run AI models [2] - Global enterprise spending on AI cloud services is projected to exceed $400 billion in 2025, with demand significantly outpacing supply [3] Group 2: Operating Model - Axe Compute plans to operate as an active infrastructure company, acquiring rights to digital assets tied to AI infrastructure and deploying them under service contracts to enterprise clients [4] - The company aims to monetize access to the Aethir network, providing guaranteed capacity and service-level agreements to enterprise buyers [5] Group 3: Infrastructure as an Enabling Layer - The company's strategy is based on the premise that advancements in AI models depend on the underlying infrastructure that supports experimentation and production [6] - Axe Compute does not compete directly with major cloud providers or model developers but positions itself to fill the gap in dedicated GPU capacity for AI-native companies [7] Group 4: Current State and Future Outlook - Axe Compute anticipates sourcing infrastructure at competitive rates and providing reliable access to high-capacity compute through the Aethir network, aiming to demonstrate scalability and effectiveness as deployments begin [9] - The company may explore expansion into other digital asset categories beyond compute infrastructure as its operating model matures [10]

Core Idea - Neurolov's model aims to decentralize compute and distribute rewards ($NLOV), aligning with Web3 x AI macro trends [1] Market Trends - AI workloads are experiencing rapid growth [1] - GPU supply is facing bottlenecks [1] - Traditional data centers are struggling to scale quickly enough to meet demand [1]

Financial Highlights - AethirCloud 的年度经常性收入 (ARR) 超过 1.4 亿美元 [1] DePIN & Infrastructure - GEODNET 正在构建去中心化计算的位置基础设施 [1] - GEODNET 拥有超过 19300 个 RTK 基站 [1] - GEODNET 提供厘米级精度 [1] - GEODNET 是一个真实的 DePIN 项目 [1] - GEODNET 拥有 43 万个 GPU 容器 [1] - 行业整体呈现大规模增长 [1]