ASML just reported €11.7B in Q3 2026 net sales, up 56% from €7.5B a year earlier, at a record 57.5% gross margin. Every leading-edge AI GPU is printed with ASML lithography. And ASML’s customers don’t expect supply to meet demand until at least 2028. ASML says even 30% capacity growth in 2027 and again in 2028 won’t be enough. For neoclouds, that means GPU supply stays tight well past next year. Aethir works on two lines: A decentralized network that puts already-deployed GPUs to work, and upcoming ACCELERATE contracted clusters for enterprises that need dedicated capacity.