In the current technology cycle, artificial intelligence, games, and decentralized Internet of Things (DePIN) are the three hottest topics. They have one thing in common - they all rely on the powerful computing power of graphics processing units (GPUs). This article will compare several major decentralized GPU projects in detail, including Render, Nosana, Akash, Netmind, Aethir, and io.net, and analyze their key indicators and market positioning.
Project Comparison
1. Render：
• Market Cap: $3.5B
• Fully Diluted Valuation (FDV): $4.8B
• GPU capacity: > 1,000
• Network focus: Customers
• Main target customers: 3D artists and engineers
• A100/H100 quantity: 0
• Hourly cost: No data
2. With the baby:
• Market Cap: $170M
• VAT：$360M
• GPU capacity: 500
• Network focus: Customers
• Main target customers: cloud computing customers and cloud game players
• A100/H100 quantity: 2 (testnet stage)
• Cost per hour:
• A100s：$5.17
• H100s：$10.33
3. Akash：
• Market Cap: $870M
• FDV：$1.4B
• GPU capacity: 400
• Network focus: Customer/Enterprise
• Main target customers: AI/ML engineers and cloud computing customers
• A100/H100 quantity: 100
• Cost per hour:
• A100s：$0.78
• H100s：$1.49
4. Netmind：
• Market Cap: $230M
• FDV：$1B
• GPU Capacity: 1,956
• Network Focus: Enterprise
• Main target customers: AI/ML engineers and AI/ML enterprises
• A100/H100 quantity: < 94
• Cost per hour:
• A100s：$0.84
• H100s：$2.00
5. Aethir:
• Market Cap: $300M
• FDV：$3.3B
• GPU capacity: > 40,000
• Network Focus: Enterprise
• Main target customers: AI/ML engineers and AI/ML enterprises
• A100/H100 quantity: 4,000
• Cost per hour:
• A100s：$0.33
• H100s：$1.19
6. io.net：
• Market Cap: $500M
• FDV：$4.5B
• GPU capacity: > 22,000
• Network focus: Customer/Enterprise
• Main target customers: cloud gamers and AI/ML companies
• A100/H100 quantity: > 2,000
• Cost per hour:
• A100s：$0.76
• H100s：$1.19
Key Findings
1. GPU capacity:
• Aethir and io.net have significantly higher GPU capacities, over 40,000 and 22,000 respectively.
• Other projects such as Render, Nosana and Akash have relatively low GPU capacity.
2. Target customers:
• Different projects target different customers. Render mainly serves 3D artists, Nosana and io.net focus more on cloud computing and cloud gaming customers, while Aethir and Netmind focus on AI/ML engineers and enterprises.
3. Hourly cost:
• Nosana has the highest cost, while Aethir has the lowest cost. This may make Aethir a more attractive option for enterprises that require large computing resources.
4. Market value and FDV:
• Render has the highest market capitalization and FDV, indicating its significant influence in the market. In comparison, Nosana has the lowest market capitalization and FDV, but it is in the testnet stage and may still have room for growth.
Summarize
This chart provides a comprehensive comparison of multiple decentralized GPU projects. There are significant differences between projects in terms of GPU capacity, target customers, cost and market value. Investors can choose appropriate projects for investment based on their own needs and market dynamics. Whether it is used for computing needs of AI/ML or high-performance needs of cloud games, these decentralized GPU projects have demonstrated huge potential and diverse market applications. #render #Nostra #io #ATH #AKT
