In the past two years, there has been an increasingly obvious trend: AI has turned GPUs into the "new gold," while on-chain finance is dragging "real assets" onto the Blockchain.

@gaib_ai is just at the intersection of these two waves.

✅ GAIB is not about using money to speculate with dog houses — it is about doing "on-chain financing" for GPUs & robots.

In simple terms, it is doing something that only funds, banks, and sovereign wealth funds could do in the past:
Invest the on-chain idle funds into real AI infrastructure companies for financing, in exchange for real cash flow returns.

Its current partner is not the PPT project, but a real data center:

🔹Siam AI Cloud (Thailand)
Asia's first sovereign-level NVIDIA partner
GAIB approved a $300 million GPU collateral financing for it, with an expected annual return of about 15%.
—— Currently the largest GPU tokenized financing in Asia

🔹GMI Cloud (USA)
There are 8 data centers in 5 countries.
Co-founder Alex Yeh is also a co-founder of GAIB.
—— This is not a roadshow, this is "self-financing for one's own industry"

🔹In the era of Bitcoin, mining machines print money;
In the era of AI, GPUs are printing money;
What GAIB does is package "AI mining machine profits" into on-chain financial products.

✅ Where do the profits come from? It's not an illusion of the secondary market, it's cash flow.
AID is responsible for stabilizing inflows and settlements, while sAID is responsible for distributing the cash flow from real-world AI infrastructure to holders.

Their capital allocation is not a single point gamble, but a combination:
🔹~30% invest in US Treasuries to maintain liquidity
🔹~70% invest in GPU/robot financing (bond yield 10–20% / equity yield 60–80% / mezzanine financing)
The income comes from rental income in the real world + financing contracts, rather than "printing new coins to issue points."
The most important thing is:
All deployments and fund flows are fully public.

The page looks like it is flipping through the "on-chain version of BlackRock's annual report."

A total of $50M has been deployed, with $725M
still in the pipeline.
✅ Why does it resemble BlackRock in the AI era?
Because it is not telling a story, but rather doing three things of "giant-level logic":
1) Securities such as GPU & robots, which are underlying AI assets.
2) Distribute cash flow income --- on-chain allocation
3) Allowing ordinary people to participate in the returns of "computing power assets" that were originally only for institutions.

Others are doing RWA leather cases.
GAIB is about "AI Infrastructure Asset ETFization"

GAIB is not about creating tokens; it is BlackRock for AI assets, bringing the AI economic cycle on-chain.

If AI is the next era-level dividend, GAIB is not betting on the direction, but is sitting in the "funding gate" position of that direction.

@Galxe #Starboard #AIInfra #RWA #AID #sAID