According to @MRRydon, the global AI infrastructure market is expanding at nearly 30% CAGR, highlighting structural demand for GPU compute — source: @MRRydon. He reports CoreWeave generated $1.21 billion in Q2 2025 revenue, up approximately 207% year-on-year, and holds a $30 billion contract backlog, indicating multi-quarter visibility for compute capacity — source: @MRRydon. He adds that AethirCloud focused on a revenue-driven, enterprise-grade infrastructure layer, reaching $100 million ARR in roughly 12 months and now $167 million ARR, evidencing execution and recurring demand — source: @MRRydon. He notes market sentiment is down and fear is elevated, yet he remains bullish as AI infrastructure serves as the lifeblood for upcoming builders, implying continued spend on GPU capacity — source: @MRRydon. For traders, these data points reinforce the DePIN and decentralized GPU compute thesis and favor projects with contracted demand visibility and ARR-backed growth — source: @MRRydon.

According to @MRRydon, OpenAI wants 125x more GPU power by 2033, indicating an aggressive multi‑year compute buildout that could tighten supply across AI infrastructure, source: @MRRydon. Based on the 125x figure over roughly eight years (2025–2033), the implied GPU capacity CAGR is approximately 83%, underscoring sustained demand growth for high‑end chips and compute capacity, source: @MRRydon. By tagging @AethirCloud, the post highlights decentralized GPU infrastructure within the discussion, putting this AI‑infra narrative on crypto traders’ radar for potential sentiment and liquidity shifts, source: @MRRydon.