Greg Osuri, founder of Akash Network, recently shared his thoughts on the broader market downturn, AI’s accelerating adoption, GPU supply constraints, and why Akash remains positioned to thrive in this shifting sector. His perspective is clear—this is a time for fundamentals, not fear.
The macroeconomic environment, as he puts it, is “horrible.” TSLA is down 40%, and the broader market is officially in a bear phase. But for Osuri, this cycle is nothing new. He argues that there never really was a true bull market, as the Fed never fully pivoted. No amount of good news, progress, or attention will single-handedly move the market in a positive direction—it will recover when interest rates drop, geopolitical tensions stabilize, and government spending is controlled.
But what he does know for certain is that AI adoption will continue to grow at a rate of 15-20% year-over-year, and GPU shortages will only worsen. The infrastructure needed to support AI is reaching a critical stage, creating both challenges and opportunities for decentralized compute.
The GPU Crisis and Akash’s Role
One of Osuri’s key insights is that the global demand for GPUs is outpacing supply, driving up costs and limiting access to essential AI compute resources. Traditional cloud providers like AWS and Google are struggling to meet demand, leaving developers and enterprises with fewer options.
This is where Akash’s decentralized model becomes critical. By coordinating idle GPU resources from distributed datacenters, Akash offers a permissionless, cost-effective alternative to traditional cloud services. This not only alleviates GPU shortages but also addresses the growing energy crisis linked to concentrated datacenter expansion.
Osuri describes this as a fundamental shift in AI infrastructure—one where decentralized coordination is no longer a niche alternative but an essential component of the AI ecosystem.
Staying Focused - Building Akash for the Long Term
“This cleanse is important for cream to rise,” he says, referring to how bear markets separate short-term hype from long-term fundamentals. The last cycle saw $AKT emerge as a key player in decentralized compute, and he believes the same will happen again when attention shifts back to fundamentals.
His approach is simple: ignore the noise, focus on real adoption, and keep staking. Greg states that his AKT is fully staked for the long haul, and he encourages others to do the same.
DeFAI - The Next Phase for Akash
Another key theme that emerged in the comments section of Greg’s outlook is the intersection of AI and DeFi, or what is recently being called DeFAI. While details are still under wraps, he hints that DeFAI could be a game-changer for Akash, unlocking new use cases and value accrual mechanisms within the network.
With Akash already generating three times the revenue of competitors like Render and twice that of Helium and Filecoin, the expansion into AI-driven financial applications could push adoption even further.
More details on DeFAI are expected once the market stabilizes, but the direction is clear—AI and decentralized compute are on a collision course with DeFi, and Akash is preparing to lead that transition.
Final Thoughts
Greg’s recent reflections paint a clear picture: this market downturn is temporary, but AI’s infrastructure needs are only increasing. Akash is positioned at the intersection of decentralized compute, GPU coordination and energy efficiency, offering a real solution to some of AI’s biggest challenges.
For those focused on short-term market fluctuations, Greg’s message is simple: stay patient, keep building, and let the fundamentals speak for themselves. When the market recovers—and it always does—projects with real utility, like Akash, will be the ones that thrive.
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