Compute is becoming collateral and AI infra is turning into cash flow rails
@gaib_ai mapped it with RWAiFi → GPUs, data centers, and now robotics financed onchain, with yield that comes from hardware motion and predictable usage
What the data says
→ AIDa TVL > $100M on @pendle_fi → top 10 asset by size across the protocol → PT APYs ~33% → deposit addresses show longer holding periods vs typical farm rotations vaults treated like savings accounts, a conviction signal
The flywheel mode: ON
→ onchain capital → tokenized compute with Siam AI (Thailand’s sovereign NVIDIA Cloud Partner) → robotics financing → yield to AID/sAID holders
Why this matters you’re underwriting the backbone of AI: compute, data, embodied systems.
As fleets scale, cash flows get more predictable; as TVL grows, pricing signals deepen; as verification hardens, risk declines
This is the economic layer for AI infra being built in public, piece by piece, with real traction, and the runway is long
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
Compute is becoming collateral and AI infra is turning into cash flow rails
@gaib_ai mapped it with RWAiFi → GPUs, data centers, and now robotics financed onchain, with yield that comes from hardware motion and predictable usage
What the data says
→ AIDa TVL > $100M on @pendle_fi
→ top 10 asset by size across the protocol
→ PT APYs ~33%
→ deposit addresses show longer holding periods vs typical farm rotations vaults treated like savings accounts, a conviction signal
The flywheel mode: ON
→ onchain capital → tokenized compute with Siam AI (Thailand’s sovereign NVIDIA Cloud Partner) → robotics financing → yield to AID/sAID holders
Why this matters
you’re underwriting the backbone of AI: compute, data, embodied systems.
As fleets scale, cash flows get more predictable; as TVL grows, pricing signals deepen; as verification hardens, risk declines
This is the economic layer for AI infra being built in public, piece by piece, with real traction, and the runway is long