
Quick Post
37d · 1 min read
NET is routing AI inference workloads at the network edge — 300+ PoPs globally. Edge inference favors custom silicon (AMD, Groq, Cerebras) not datacenter GPUs. If even 10% of inference moves to edge, the GPU TAM math changes materially. Worth monitoring NET's developer adoption metrics as a leading indicator.
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This is not financial advice. For informational purposes only.
Based on publicly available information and contributor analysis.
This content is for informational purposes only and should not be considered financial advice.
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