$B3 might be this cycleâs compute infrastructure gem. đ
B3 is the kind of project that starts looking very different once you stop viewing it as another AI token.
The fundamentals around B3IQ are stacking up unusually fast.
B3IQ sold 8 figures of GPUs in its first two weeks, while B3 has reported 9 figures of deployment demand for its modular data-center infrastructure.
The product itself is straightforward.
Buyers finance dedicated NVIDIA systems, B3 handles manufacturing, hosting and operations, and unused capacity can be pushed into Earn Mode instead of sitting idle.
$VVV helped prove there is real crypto demand around AI inference, with Venice processing roughly 1.3T tokens per month and 2M API calls per day.
B3 is going one layer deeper into the physical infrastructure producing that inference.
Andromeda gives the company a U.S. manufacturing arm, B3IQ handles the hardware economics, and B3OS extends the stack into AI execution.
That combination is what makes the thesis interesting.
AI software keeps getting easier to build.
The GPUs underneath it are not getting less important.
I keep looking at the gap between B3âs current valuation and the size of the compute market it is targeting.
It still looks unusually wide.
#AI #DePIN
B3 is the kind of project that starts looking very different once you stop viewing it as another AI token.
The fundamentals around B3IQ are stacking up unusually fast.
B3IQ sold 8 figures of GPUs in its first two weeks, while B3 has reported 9 figures of deployment demand for its modular data-center infrastructure.
The product itself is straightforward.
Buyers finance dedicated NVIDIA systems, B3 handles manufacturing, hosting and operations, and unused capacity can be pushed into Earn Mode instead of sitting idle.
$VVV helped prove there is real crypto demand around AI inference, with Venice processing roughly 1.3T tokens per month and 2M API calls per day.
B3 is going one layer deeper into the physical infrastructure producing that inference.
Andromeda gives the company a U.S. manufacturing arm, B3IQ handles the hardware economics, and B3OS extends the stack into AI execution.
That combination is what makes the thesis interesting.
AI software keeps getting easier to build.
The GPUs underneath it are not getting less important.
I keep looking at the gap between B3âs current valuation and the size of the compute market it is targeting.
It still looks unusually wide.
#AI #DePIN
