B3 stopped being a gaming company in 2025 but we're still being incorrectly comped as one. B3IQ sold 8 figures of GPUs in its first two weeks. Since then, we've seen more than 9 figures in deployment demand for our modular data center. Here's a peak into what's changed and why we believe helping AI builders on their own AI infrastructure is at least a $100B opportunity. Through Andromeda Insights, we had a front-row seat to the GPU market. We made a bet that GPUs would become an emerging asset class, and that more AI builders would want to own the infrastructure their products run on. B3IQ is the business we built around that bet. The AI CapEx buildout is substantial. According to NVIDIA, the five largest hyperscalers are expected to spend ~2T over the next 2 years. Alongside them is a growing but underserved economy of AI builders running fine-tuning, inference, research and agents. They want to own smaller deployments of high-performance GPUs. Builders can rent compute or buy hardware, but bringing together ownership, financing, hosting and monetization still largely falls on them. B3IQ is built specifically for these builders. We bring procurement, financing, hosting and operations into one product. Builders own high-performance NVIDIA systems for their workloads. When those systems have idle capacity, we connect it to outside demand so owners can earn from the capacity they aren’t using. Each deployment also builds the supply for a larger product: a distributed compute network and matching engine. We are starting with the GPUs we bring online ourselves, then intend to open the network to other owners and facilities. Software will coordinate capacity, pricing, workloads and settlement across the network. Builders can be both customers and suppliers, using the compute they need and making the rest available to others. B3OS adds agents and automation that turn that compute into useful work. base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 remains the native token of the ecosystem. As B3IQ and B3OS scale, our goal is for base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 to become increasingly connected to the usage and economic activity these GPUs create. We are building B3 around AI builders: helping them own their AI infrastructure, earn from available capacity and participate in a broader compute economy.

CoreWeave's latest earnings are another good signal for where AI value is starting to accumulate. The models get most of the attention, but there is an enormous physical layer underneath them that still needs to be built, financed and operated. GPUs, data centers, power, networking, cooling. As demand for AI grows, the companies owning and operating that infrastructure are becoming increasingly important. That’s one of the reasons compute became such an obvious direction for B3.