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The intelligent stack for powering AI workloads | https://t.co/hIYFLxle8l: decentralized GPUs | io.intelligence: inference & agents | https://t.co/EinR91I0wl
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The AI build-out needs $2.6T a year by 2030.
That’s according to @BCG.
But there are two big conditions. The chips need to stay busy, and the older ones need to keep earning.
Idle hardware is the enemy.
Good thing that’s what we’re working on at https://io.net.
The AI build-out needs $2.6T a year by 2030.
That’s according to @BCG.
But there are two big conditions. The chips need to stay busy, and the older ones need to keep earning.
Idle hardware is the enemy.
Good thing that’s what we’re working on at https://io.net.
That’s according to @BCG.
But there are two big conditions. The chips need to stay busy, and the older ones need to keep earning.
Idle hardware is the enemy.
Good thing that’s what we’re working on at https://io.net.
63
Short-term GPU contracts can cost nearly 2x long-term deals.
It's the same chips, and the same data centers. But with a vendor’s term-pricing ladder.
@ionet works differently.
One network of providers, priced by real-time supply and demand. No contract tiers to choose between.
You shouldn’t have to pick between flexibility and a fair price.
Short-term GPU contracts can cost nearly 2x long-term deals.
It's the same chips, and the same data centers. But with a vendor’s term-pricing ladder.
@ionet works differently.
One network of providers, priced by real-time supply and demand. No contract tiers to choose between.
You shouldn’t have to pick between flexibility and a fair price.
It's the same chips, and the same data centers. But with a vendor’s term-pricing ladder.
@ionet works differently.
One network of providers, priced by real-time supply and demand. No contract tiers to choose between.
You shouldn’t have to pick between flexibility and a fair price.
88
Helium moved. Render moved. Akash is voting on it, 98% yes with the vote still open.
Different networks, same conclusion. Build the product, not the chain.
@solana is where DePIN goes to scale.
We’ve been here since day one.
Helium moved. Render moved. Akash is voting on it, 98% yes with the vote still open.
Different networks, same conclusion. Build the product, not the chain.
@solana is where DePIN goes to scale.
We’ve been here since day one.
Different networks, same conclusion. Build the product, not the chain.
@solana is where DePIN goes to scale.
We’ve been here since day one.
65
Microsoft is offering buyouts to up to 60,000 staff.
Microsoft is also spending $175 billion on AI this year.
That’s what consolidated AI looks like. A few giants hold the compute, capital, and control.
We're building the other version.
AI for the many, not the few.
Microsoft is offering buyouts to up to 60,000 staff.
Microsoft is also spending $175 billion on AI this year.
That’s what consolidated AI looks like. A few giants hold the compute, capital, and control.
We're building the other version.
AI for the many, not the few.
Microsoft is also spending $175 billion on AI this year.
That’s what consolidated AI looks like. A few giants hold the compute, capital, and control.
We're building the other version.
AI for the many, not the few.
71
Most GPU contracts assume you can predict the next 12 months.
You can’t. Nobody can.
@ionet gives you on-demand capacity for everything above your baseline, so you stop paying for GPUs you aren’t using.
The framework for deciding how much to commit, and how much to keep flexible, is in the blog.
Most GPU contracts assume you can predict the next 12 months.
You can’t. Nobody can.
@ionet gives you on-demand capacity for everything above your baseline, so you stop paying for GPUs you aren’t using.
The framework for deciding how much to commit, and how much to keep flexible, is in the blog.
You can’t. Nobody can.
@ionet gives you on-demand capacity for everything above your baseline, so you stop paying for GPUs you aren’t using.
The framework for deciding how much to commit, and how much to keep flexible, is in the blog.
75
$29 million in total network earnings.
Big cloud is borrowing to build.
We’re growing on real usage.
$29 million in total network earnings.
Big cloud is borrowing to build.
We’re growing on real usage.
Big cloud is borrowing to build.
We’re growing on real usage.
45
$40 billion of debt to buy GPUs.
It comes with a warning from @elonmusk. Lenders have almost entirely shut the door on anyone whose business depends on data centres.
Borrow, build, and hope demand arrives before the interest does. That model is starting to break.
But there’s another way.
Aggregate capacity that already exists, put it to work, and scale with demand instead of with debt.
That’s @ionet.
$40 billion of debt to buy GPUs.
It comes with a warning from @elonmusk. Lenders have almost entirely shut the door on anyone whose business depends on data centres.
Borrow, build, and hope demand arrives before the interest does. That model is starting to break.
But there’s another way.
Aggregate capacity that already exists, put it to work, and scale with demand instead of with debt.
That’s @ionet.
It comes with a warning from @elonmusk. Lenders have almost entirely shut the door on anyone whose business depends on data centres.
Borrow, build, and hope demand arrives before the interest does. That model is starting to break.
But there’s another way.
Aggregate capacity that already exists, put it to work, and scale with demand instead of with debt.
That’s @ionet.
69
Getting GPUs is half the battle.
The other half is making the economics work.
Cheap GPU hours aren’t enough if capacity sits idle, inference costs destroy margins, or switching providers is prohibitively expensive.
Builders need compute that scales with demand, and the freedom to leave when it stops.
Access gets you started. Orchestration keeps you competitive.
https://io.net/blog/the-state-of-ai-cloud-infrastructure
Getting GPUs is half the battle.
The other half is making the economics work.
Cheap GPU hours aren’t enough if capacity sits idle, inference costs destroy margins, or switching providers is prohibitively expensive.
Builders need compute that scales with demand, and the freedom to leave when it stops.
Access gets you started. Orchestration keeps you competitive.
https://io.net/blog/the-state-of-ai-cloud-infrastructure
The other half is making the economics work.
Cheap GPU hours aren’t enough if capacity sits idle, inference costs destroy margins, or switching providers is prohibitively expensive.
Builders need compute that scales with demand, and the freedom to leave when it stops.
Access gets you started. Orchestration keeps you competitive.
https://io.net/blog/the-state-of-ai-cloud-infrastructure
120
New open model. No waitlist.
Reflection Beam 1.0 is live on @ionet.
Built for coding and agents. 501B parameters, 23B active, 1M context window.
Start building today.
New open model. No waitlist.
Reflection Beam 1.0 is live on @ionet.
Built for coding and agents. 501B parameters, 23B active, 1M context window.
Start building today.
Reflection Beam 1.0 is live on @ionet.
Built for coding and agents. 501B parameters, 23B active, 1M context window.
Start building today.
74
Anthropic pledges 5% of its shares. Musk pledges a SpaceX share for every kid in America.
Now let’s do the math.
Musk’s works out to roughly $150 a child. Anthropic’s, at a reported IPO value, is under 1% of the $10tn expected to go into the AI build-out.
Good for their brands, yes. Good for the world, less clear.
Rather than giving money away after the fact, keep it from concentrating in the first place.
Opportunity follows access. That’s what @ionet was built for.
Anthropic pledges 5% of its shares. Musk pledges a SpaceX share for every kid in America.
Now let’s do the math.
Musk’s works out to roughly $150 a child. Anthropic’s, at a reported IPO value, is under 1% of the $10tn expected to go into the AI build-out.
Good for their brands, yes. Good for the world, less clear.
Rather than giving money away after the fact, keep it from concentrating in the first place.
Opportunity follows access. That’s what @ionet was built for.
Now let’s do the math.
Musk’s works out to roughly $150 a child. Anthropic’s, at a reported IPO value, is under 1% of the $10tn expected to go into the AI build-out.
Good for their brands, yes. Good for the world, less clear.
Rather than giving money away after the fact, keep it from concentrating in the first place.
Opportunity follows access. That’s what @ionet was built for.
87
$80 billion.
That’s what Anthropic reportedly lost in the first six months of 2026.
Enough to give 80,000 startups $1M of compute each.
Imagine what that many teams could build.
At http://io.net, we’re building for them. GPUs, when you need them, without the high costs or a gigawatt campus
$80 billion.
That’s what Anthropic reportedly lost in the first six months of 2026.
Enough to give 80,000 startups $1M of compute each.
Imagine what that many teams could build.
At http://io.net, we’re building for them. GPUs, when you need them, without the high costs or a gigawatt campus
That’s what Anthropic reportedly lost in the first six months of 2026.
Enough to give 80,000 startups $1M of compute each.
Imagine what that many teams could build.
At http://io.net, we’re building for them. GPUs, when you need them, without the high costs or a gigawatt campus
62
Borrow $1B to buy GPUs.
At 7%, that’s $70M a year in interest.
You owe it whether your GPUs are busy or sitting idle.
So you need them busy.
That pushes providers toward higher prices and longer contracts.
Where your compute comes from changes how your provider treats you.
@ionet puts builders at the center, not complex financing.
Borrow $1B to buy GPUs.
At 7%, that’s $70M a year in interest.
You owe it whether your GPUs are busy or sitting idle.
So you need them busy.
That pushes providers toward higher prices and longer contracts.
Where your compute comes from changes how your provider treats you.
@ionet puts builders at the center, not complex financing.
At 7%, that’s $70M a year in interest.
You owe it whether your GPUs are busy or sitting idle.
So you need them busy.
That pushes providers toward higher prices and longer contracts.
Where your compute comes from changes how your provider treats you.
@ionet puts builders at the center, not complex financing.
69
The AI build-out is estimated to cost $10.3tn.
That’s roughly 3.6% of US GDP, every year to 2032.
Everyone is funding it. That doesn’t mean everyone gets the compute.
More concrete doesn’t mean more access. Making existing supply accessible does.
That’s what http://io.net was built for.
The AI build-out is estimated to cost $10.3tn.
That’s roughly 3.6% of US GDP, every year to 2032.
Everyone is funding it. That doesn’t mean everyone gets the compute.
More concrete doesn’t mean more access. Making existing supply accessible does.
That’s what http://io.net was built for.
That’s roughly 3.6% of US GDP, every year to 2032.
Everyone is funding it. That doesn’t mean everyone gets the compute.
More concrete doesn’t mean more access. Making existing supply accessible does.
That’s what http://io.net was built for.
57
1 trillion tokens processed.
Yes, trillion.
No inflated narratives. No billion-dollar budgets. No gigawatt campus.
Just GPU capacity, switched on and put to work.
Thank you to every builder who made it happen.
The next trillion comes faster.
1 trillion tokens processed.
Yes, trillion.
No inflated narratives. No billion-dollar budgets. No gigawatt campus.
Just GPU capacity, switched on and put to work.
Thank you to every builder who made it happen.
The next trillion comes faster.
Yes, trillion.
No inflated narratives. No billion-dollar budgets. No gigawatt campus.
Just GPU capacity, switched on and put to work.
Thank you to every builder who made it happen.
The next trillion comes faster.
73
23,000 GPUs.
One flagship data centre.
And Microsoft just pulled out because the grid can’t deliver the power until the 2030s.
Money can buy chips and customers, but it can’t speed up a grid connection.
That’s why distributed compute is so important. That’s what @ionet was built for.
23,000 GPUs.
One flagship data centre.
And Microsoft just pulled out because the grid can’t deliver the power until the 2030s.
Money can buy chips and customers, but it can’t speed up a grid connection.
That’s why distributed compute is so important. That’s what @ionet was built for.
One flagship data centre.
And Microsoft just pulled out because the grid can’t deliver the power until the 2030s.
Money can buy chips and customers, but it can’t speed up a grid connection.
That’s why distributed compute is so important. That’s what @ionet was built for.
85
The GPU shortage isn’t really a shortage.
It’s a queue.
And the biggest buyers already skipped it.
Everyone else gets the leftovers, a markup and a long lease.
Good thing there’s a shorter line. Compute that’s already built, already running, and priced for the people who actually build.
http://io.net. AI for the many, not the few.
https://io.net/blog/the-ai-oligopoly-four-companies-control-90-of-global-gpu-comput
The GPU shortage isn’t really a shortage.
It’s a queue.
And the biggest buyers already skipped it.
Everyone else gets the leftovers, a markup and a long lease.
Good thing there’s a shorter line. Compute that’s already built, already running, and priced for the people who actually build.
http://io.net. AI for the many, not the few.
https://io.net/blog/the-ai-oligopoly-four-companies-control-90-of-global-gpu-comput
It’s a queue.
And the biggest buyers already skipped it.
Everyone else gets the leftovers, a markup and a long lease.
Good thing there’s a shorter line. Compute that’s already built, already running, and priced for the people who actually build.
http://io.net. AI for the many, not the few.
https://io.net/blog/the-ai-oligopoly-four-companies-control-90-of-global-gpu-comput
92
A few companies control the most powerful AI.
Now they're debating whether it has feelings.
But this is just a way to shift accountability onto the models.
“It’s not us, it’s the AI.”
That’s what concentrated control looks like. A few firms build it, run it, and decide who answers for it.
Open access means more people can build, inspect, and hold it accountable.
That’s why we built http://io.net.
A few companies control the most powerful AI.
Now they're debating whether it has feelings.
But this is just a way to shift accountability onto the models.
“It’s not us, it’s the AI.”
That’s what concentrated control looks like. A few firms build it, run it, and decide who answers for it.
Open access means more people can build, inspect, and hold it accountable.
That’s why we built http://io.net.
Now they're debating whether it has feelings.
But this is just a way to shift accountability onto the models.
“It’s not us, it’s the AI.”
That’s what concentrated control looks like. A few firms build it, run it, and decide who answers for it.
Open access means more people can build, inspect, and hold it accountable.
That’s why we built http://io.net.
82
Gartner expects over 80% of neoclouds to cease independent operations by 2030.
The AI data centre build-out needs $8.5T in revenue to cover costs and returns.
Gartner predicts $3.6T at most.
When the math doesn’t work, the builders relying on that infrastructure are the ones left on shaky ground.
http://io.net is different.
We orchestrate supply that already exists. We don’t bet on demand that hasn’t arrived.
Gartner expects over 80% of neoclouds to cease independent operations by 2030.
The AI data centre build-out needs $8.5T in revenue to cover costs and returns.
Gartner predicts $3.6T at most.
When the math doesn’t work, the builders relying on that infrastructure are the ones left on shaky ground.
http://io.net is different.
We orchestrate supply that already exists. We don’t bet on demand that hasn’t arrived.
The AI data centre build-out needs $8.5T in revenue to cover costs and returns.
Gartner predicts $3.6T at most.
When the math doesn’t work, the builders relying on that infrastructure are the ones left on shaky ground.
http://io.net is different.
We orchestrate supply that already exists. We don’t bet on demand that hasn’t arrived.
68
The big AI question isn’t which model you can use.
It’s whether you can get the compute to build at all.
Trillions of dollars of data centers are in the pipeline. But they’re built mostly for buyers who sign 3-year commitments.
If you’re a researcher who needs 8 GPUs for three weeks, a startup validating a product, or a company without massive budgets, you’re locked out.
More capacity under the same access model just means the same gap, only bigger.
http://io.net is here to fix the access model, not just the supply.
The big AI question isn’t which model you can use.
It’s whether you can get the compute to build at all.
Trillions of dollars of data centers are in the pipeline. But they’re built mostly for buyers who sign 3-year commitments.
If you’re a researcher who needs 8 GPUs for three weeks, a startup validating a product, or a company without massive budgets, you’re locked out.
More capacity under the same access model just means the same gap, only bigger.
http://io.net is here to fix the access model, not just the supply.
It’s whether you can get the compute to build at all.
Trillions of dollars of data centers are in the pipeline. But they’re built mostly for buyers who sign 3-year commitments.
If you’re a researcher who needs 8 GPUs for three weeks, a startup validating a product, or a company without massive budgets, you’re locked out.
More capacity under the same access model just means the same gap, only bigger.
http://io.net is here to fix the access model, not just the supply.
67
AI is pushing prices up.
Everyone’s paying for the build-out, from power to electronics.
Meanwhile, access to the compute itself stays locked behind long, expensive contracts.
A few tech giants collect the upside while the rest of us get the invoice.
You don’t have to use AI to pay for it. But you need a big budget to build with it.
That’s what http://io.net is working to change.
AI is pushing prices up.
Everyone’s paying for the build-out, from power to electronics.
Meanwhile, access to the compute itself stays locked behind long, expensive contracts.
A few tech giants collect the upside while the rest of us get the invoice.
You don’t have to use AI to pay for it. But you need a big budget to build with it.
That’s what http://io.net is working to change.
Everyone’s paying for the build-out, from power to electronics.
Meanwhile, access to the compute itself stays locked behind long, expensive contracts.
A few tech giants collect the upside while the rest of us get the invoice.
You don’t have to use AI to pay for it. But you need a big budget to build with it.
That’s what http://io.net is working to change.
63
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UniswapA16zSeekDeFiExemptionFromIllinoisCryptoTax
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The debate over crypto taxation is heating up as Uniswap and Andreessen Horowitz ( a16z ) push for a DeFi exemption from Illinois proposed crypto tax rules. Their concern is that decentralized finance protocols and non custodial platforms could face unfair tax burdens potentially slowing innovation and making crypto development more difficult. DeFi platforms allow users to trade and manage digital assets without traditional intermediaries so applying conventional financial tax rules may create serious challenges. This could become an important moment for the US crypto industry as regulators must find a balance between fair taxation, investor protection, and innovation. 🚀
The main concern is that the proposed 0.2% tax is calculated on transaction value, not simply trading profits. Uniswap a16z and the DeFi Education Fund want wallet withdrawals and cross chain bridging excluded, while also opposing requirements to maintain private key records. Illinois has agreed to postpone implementation until July 1, 2027 subject to court approval. The outcome could influence how other US states approach DeFi taxation. The Defiant +2
What do you think 🤔 ? Should DeFi transactions be tax free to protect decentralization or should crypto platforms follow traditional tax rules ? 🤔
#UniswapA16zSeekDeFiExemptionFromIllinoisCryptoTax
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