Noticing a quiet but consistent theme in Web3 lately: the push toward real decentralized infrastructure that's actually usable.
DePIN keeps evolving beyond just wireless or storage, now it's heavily about decentralized compute as the backbone for AI, robotics, and next-gen apps. Projects are aggregating real hardware (data centers, GPUs, sensors) to challenge centralized clouds with lower costs, verifiability, and no single points of failure.
A few that stand out right now:
- Fluence ($FLT): Cloudless compute from enterprise-grade providers. They're targeting AI workloads with GPU access at 75-85% cheaper than AWS/Azure, plus strong RWA vibes tokenizing physical hardware. Small cap but real ARR growth and partnerships.
- GEODNET ($GEOD): Precision positioning (cm-level GNSS) for drones, autonomous vehicles, agrotech. Already has thousands of stations and real enterprise revenue feeding buy/burn mechanics.
- Akash ($AKT ): The OG decentralized cloud marketplace. Still seeing solid GPU demand for AI/ML, often undercutting big clouds by 70-90%.
- Braintrust ($BTRST): Decentralizing talent/human infrastructure (think Upwork but community-owned). 100% to freelancers, governance-driven, real revenue from big clients.
These aren't just narratives, they're showing revenue, hardware deployment, and actual use cases bridging crypto to real-world needs. Especially compute-focused ones feel positioned for the AI infra wave.
What other DePIN plays are you watching for 2026? Curious if anyone sees more crossovers with AI yet.