Third-party inference providers are going to war. opened GLM 5.3's weights on Aug 28. Five weeks later, 32 hosts are serving it on OpenRouter and the price floor has collapsed. Output price fell 89% at the extreme, from $4.40 ( to $0.49. Cheapest today is $1.32, still 70% under list. Open-weight labs are already reacting. moved GLM 5.3 itself off MIT. Alibaba shipped Qwen3.7-Max API-only with no weights. MiniMax changed its license to block commercial use without written authorization. One thing stays constant: someone has to own the hardware. Today that's whoever can finance it, which means a handful of giants. The GPU underneath is the primitive that lasts. That's why we're building a GPU vault. Own a share of a real GPU node, get paid from the rent it earns.

Depositing into a Silicon Exchange vault provides financing to real GPU infrastructure. Each deposit mints shares representing user's ownership of the GPU. Once the GPU starts to generate revenue, profit is split based on the amount of shares a user holds. We built on Tempo so deposits and payouts settle in under a second, with fees paid in stablecoins - no separate gas token needed. Using Open USD (OUSD) brings those same flows into Stripe’s payments ecosystem, connecting fiat funding, wallets, and onchain settlement through Stripe, Privy, and Bridge.