The Ethereum merge unleashed $19B of idle GPUs as centralized infrastructure crumbles
AI is using chips faster than Nvidia can make them. How crypto is helping | Akash and Render Token (Coinage)
“The current centralized infrastructure is crumbling [under] server AI [demand]… on the other hand you have the Ethereum merge that basically unleashed 19 billion dollars worth of GPUs that are idle right now.” — 00:03:38
Context: His supply-demand thesis in mid-2023: exploding AI demand meets a post-merge glut of idle mining GPUs that networks like Akash can harness.