Episode Details
| Title | Sovereign AI's Battlefield: Compute, Storage, & Running On The Edge | Crypto x AI Event |
|---|---|
| Date | 10/18/2024 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
Bullish:
- 🟢 $AKASH - Akash Network is experiencing significant growth, with a 50% increase in leases and a 10x increase in daily fee revenue compared to the previous year. The company's partnership with NVIDIA and its unique model of utilizing available but underused compute resources contribute to its strong market position.
- “Last quarter, we saw a 50% gain compared to the previous quarter, in terms of leases. So it's clear, clear growth there. In terms of revenue, you know, compared to last year on daily fees, we 10 x very full order of magnitude, essentially.” - Greg (4:05)
- “Our big win, out of the whole, you know, scarcity of GPUs was NVIDIA. So NVIDIA being one of the few protocols integrated into Akash. NVIDIA's Brev in particular is a, uses Akash, Akash's compute, because, you know, in Akash's model of going to places where, where computers is available but not available to be used by general per public” - Greg (5:03)
- 🟢 $NVDA - 🔒
- 🟢 $CRYPTOAI - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $AGI - 🔒
- 🟢 $INFRA - 🔒