Eigen AI has no connection to EigenLayer, but $643m for inference optimization is still a DePIN shot across the bow. Raw GPU markets like Akash and Render now compete against neoclouds that own scheduling, model routing, utilization, and token-per-watt economics end to end. If Nebius squeezes more output from the same Nvidia inventory, decentralized compute has to win on verifiable cost and latency, not the β€œopen marketplace” narrative.

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