Executive Summary

The world is undergoing a technological revolution, transforming how we produce, consume, and monetize media in unprecedented ways. From breathtaking Metaverse landscapes to lifelike holographic worlds and AI-generated content, industries are advancing toward a new era of immersive computing. Yet, creators are increasingly constrained by rising compute demands, limiting their ability to turn bold visions into reality. Unlocking the promise of these breakthroughs and making the future of digital creativity accessible to all urgently requires a decentralized and open global computing system to close this gap.

The Problems

The creation of 3D content faces critical barriers due to the limitations of today’s computing infrastructure. Centralized GPU clouds, which are essential for 3D rendering, cloud streaming, and AI training, are struggling to keep up with the exponential growth in demand. This has led to high costs and limited availability, making it increasingly difficult for creators to access the computing resources they need. As our visual world evolves at a rapid pace, the challenge of producing cutting-edge graphics becomes more daunting. The future of advanced rendering demands higher resolutions and greater interactivity, especially with the rise of the Metaverse and AR/VR/XR content. These types of content require significantly more GPU computing power than today’s FHD or 2K images, exacerbating the existing shortages in compute resources. Consequently, 3D artists and studios face expensive and time-consuming rendering processes, which hinder the widespread adoption and production of 3D content.

At the same time, millions of GPUs worldwide sit idle when not in use or become obsolete after hardware upgrades. As of now, there are approximately 2.4 billion GPUs globally, with NVIDIA holding a dominant market share of around 85-88% and AMD accounting for approximately 12-15% (about 400 million GPUs).