Nansen and MetaStreet have released a report exploring new investment opportunities in decentralized physical infrastructure networks (DePIN) driven by artificial intelligence. The report highlights node financing (NodeFi) and graphics processing unit financing (GPUfi) as promising areas, offering potential yields between 30% to 200% through productive yield from the sale of computing capacity and token emissions. GPUfi allows earning from GPU rentals, while NodeFi generates regular token distributions. The authors argue that these strategies could efficiently address the high demand for GPUs and transform supply issues into lucrative investment prospects. The report details the complex setup of NodeFi and GPUfi investments, mentioning the challenges posed by accurate valuation and legal frameworks. Despite limited onchain liquidity currently, projects like Aethir’s GPU-as-a-service and initiatives from xAI are leading the charge in this space, underscoring the gaps in traditional finance that these technologies can fill.

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