刚看到 Aethir 今天的ACCELERATE 计划，结合 $AGPU 之前的表现，感觉ATH后面值得关注下！
$AGPU 作为合作伙伴已经挺扎实，签单超30亿美金、单月收到3.17亿预付款、年化 run rate 到6.96亿，节奏跑通了。Aethir 是最大股东，两边绑定很深。
现在 Aethir 自己下场，直接在美欧上自有 GPU 算力。锁定10个站点、最高20MW，预计2026年底合同到7亿美金，全部建成超20亿。用 B300/GB300 集群，从选址到上线只要几个月。
等于从调度第三方 GPU，往下走到自己在数据中心上容量。速度是优势，需求还在涨，传统供给容易延期，他们几个月就能交付，而且是对着现有需求上，不是空转。
Aethir 分布式 GPU 玩得早，现在美股+Crypto 两边都能用，后面如果业绩兑现，价格端可能会最先体现反应。
#美股# #DYOR#
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Introducing Aethir ACCELERATE: Aethir is making its largest move into physical AI infrastructure to date.
Access secured to 10 initial sites, with up to 20MW of total capacity. Optimized for NVIDIA B300 and GB300 clusters of 64 to 256 nodes. Sites are located across the US and Europe.
The numbers: up to $700 million in contracts projected by the end of 2026. Over $2 billion in total contract value once all 10 sites are fully built out.
For four years, the decentralized GPU cloud model was defined by what it didn't own. That ends here.
Aethir’s network is now entering the data center business with its own GPU capacity. The timeline is in months, instead of years.
The full breakdown is in our latest blog👇
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