Deep Dive
1. AI/DePIN Adoption (Bullish Impact)
Overview: Akash’s integration of NVIDIA Blackwell B200/B300 GPUs (Akash Network) positions it to capture demand for affordable AI training/inference. With decentralized compute costing ~1/10th of AWS, adoption by ML startups and open-source AI projects (e.g., Qwen3-Coder-480B deployments) could accelerate.
What this means: Increased GPU leasing activity directly boosts AKT utility as the settlement currency, creating buy pressure. Successful onboarding of AI workloads would validate its “decentralized AWS” narrative, historically a key price driver for infrastructure tokens.
2. Edge Compute Expansion (Mixed Impact)
Overview: The Q3 2025 “Akash at Home” initiative aims to onboard lightweight devices for distributed compute (Akash Network). While this could democratize supply, it risks oversupply if demand doesn’t scale proportionally.
What this means: Short-term price volatility may occur if provider growth outpaces usage. Long-term, a robust edge network could make AKT indispensable for latency-sensitive AI/DePIN apps, but execution risks remain high.
3. Regulatory Tailwinds/Risks (Bullish/Bearish)
Overview: The EU’s MiCA framework (fully active since 2025) treats AKT as a utility token, avoiding securities scrutiny. However, proposed US stablecoin bills could indirectly pressure DePIN projects relying on multi-currency settlements.
What this means: Clearer EU rules may attract institutional DePIN investors, while US regulatory unpredictability could limit upside. AKT’s 24% EU trading volume (vs. 33% US) suggests regional policy shifts will disproportionately impact liquidity.
Conclusion
Akash’s medium-term trajectory depends on converting its AI infrastructure partnerships into recurring usage – monitor GPU utilization rates and Q4’s provider growth data. With the Altcoin Season Index at 68 (+61% MoM), speculative interest could amplify fundamental moves.
Key question: Will Akash’s Q3 compute demand (post-NVIDIA rollout) justify its $299M valuation amid competing DePIN projects like Render and Aethir?