(4)
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6) How dollars can show up: the three revenue paths (1)(2)(3)(4)(5)
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The deck describes multiple pathways for the treasury to generate real economics:
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A) Compute rentals
Use network capacity and reserve
access to support enterprise demand for compute.
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B) Lending
Lend available ATH to cloud hosts tied to GPU staking activity, earning yield via interest.
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C) Staking
Stake a portion of holdings to earn yield while supporting network reliability and performance.
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If you want a simple mental model:
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Compute rentals are the headline.
Staking and lending are the
background yield engines that keep the machine humming between big contract wins.
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7) The market size: why this is not a “small pond” (1)(2)(3)(4)(5)
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AGPU’s own corporate language references global enterprise spending on AI cloud services projected to exceed $400 billion in 2025, with demand continuing to outpace
supply.
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Meanwhile, the research deck frames Aethir as having scaled quickly, becoming the world’s largest decentralized physical infrastructure network in roughly 17 months.
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You don’t need AGPU to win the whole category for the story to matter.
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You need them to prove they can capture a repeatable slice by doing two things better than the default route:
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Secure capacity, and deliver it in an enterprise ready
wrapper.
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That is the bet.
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8) The January stage: a near term spotlight (1)(2)(3)(4)(5)
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One piece of very recent news is straightforward but important:
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AGPU is a named sponsor of the Sequire Summit in Puerto Rico, January 20 to 22, 2026 at the Condado Vanderbilt Hotel.
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These events are where a
company can tighten its narrative fast, but only if it has receipts.
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The market is not going to be moved by another slide that says “we plan.”
It will move on specifics.
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The three words everyone wants are:
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Signed customer deployments.
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If AGPU starts naming counterparties, describing capacity delivered, and clarifying terms, this story tightens quickly.
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9) The proof
checklist: what to watch from here (1)(2)(3)(4)(5)
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If you only track three things, track these:
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Proof Point 1: Enterprise agreements that pay in dollars
One or two named wins can validate the entire Strategic Compute Reserve concept.
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Proof Point 2: Capacity clarity
GPU types, geography, provisioning timelines, and SLA
details.
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Proof Point 3: Treasury deployment transparency
How much of the ATH position is tied to reserve access, how much is allocated to yield strategies, and how much is liquid.
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When those become clear, the narrative becomes much easier for the market to price.
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10) Why This Feels Different (1)(2)(3)(4)(5)
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Most AI
stories ask you to believe in a future product.
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AGPU is trying to position itself at a point where demand already exists, supply is scarce, and timelines matter.
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It’s an infrastructure story.
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And infrastructure stories can move fast when the first proof hits, because the pain they solve is immediate and expensive.
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The next step is simple:
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Show the contracts, show the capacity, and show the
dollars.
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If that starts showing up, the “unique structure” stops being a curiosity and starts looking like a playbook.
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To your success,