【Investment Research】——GAIB @gaib_ai （Led by Hash VC and Amber Group, raising 15 million）

🪼First, a basic concept:

GAIB is not a decentralized computing power distribution platform; it is more like a financial intermediary platform that 'packages GPU into revenue assets.' It builds decentralized financial infrastructure in the AI field around the path of 'assetization and DeFi of GPUs and their future earnings,' positioning itself in three popular high-growth areas: AI × GPU × DeFi.

🪼Core Products:

▶️AID: A synthetic dollar supported by GPU earnings, tradable, stakable, and interest-bearing.

▶️sAID: The staking certificate of AID, representing the holder's right to earnings and allowing participation in various DeFi strategies.

🪼After research, this project has several core highlights:

1) Real and verifiable asset end:

GAIB directly connects with global cloud services and data centers. The financing model is divided into three categories: debt/equity/mixed, all collateralized by physical GPUs (H100, H200, etc.), with contracts locked for 1–3 years, low financing costs, and short repayment cycles.

2) Clear and stable revenue structure:

The debt model has an annualized return of 10–20%, while the equity model can reach up to 60–80%+, having established partnerships with multiple data centers and De-compute protocols (such as Aethir).

3) AID synthetic dollar mechanism:

AID is supported by a basket of GPU earnings + a small portion of U.S. Treasury bonds. sAID can generate on-chain earnings through staking and is integrated with DeFi products like PT/YT to form a structured income layer.

4) Complementary role to DeFi:

Compared to projects relying on inflation subsidies, GAIB provides real and sustainable cash flow, which is expected to serve as the underlying asset for on-chain bonds, revenue trading, and derivatives.

5) Future plans:

More GPU financing structures to be launched, synthetic assets to be combinable.

🪼Now, let's talk about the origin of the name #GAIB:

It is an abbreviation inspired by 'Dune.' In the movie, the word GAIB represents 'seeing the future.' It also represents three things: #GPU, #AI, and #Blockchain. GAIB hopes to tokenize and financialize the earnings of GPU assets in the AI field through blockchain, turning it into a product that everyone can participate in, allowing more people to get involved.

In summary, the product, operations, and funding all have support, and now is undoubtedly a good time for a TGE.