SUMMARY: Subnet 51 on Bittensor, Lium, is positioning itself as a decentralized challenger to Oracle’s centralized cloud dominance. While Oracle has grown its market cap from $500B to $830B and is projected by UBS to see 14x growth in its cloud business by 2030, its model relies on massive centralized data centers powered by nuclear plants.
Lium takes the opposite approach — a decentralized GPU compute marketplace where miners supply power and customers rent it permissionlessly, with no KYC. Pricing is 50–90% cheaper than AWS, GCP, or Oracle, while revenues (≈$700/hr) are used to buy back and burn tokens, creating deflationary pressure.
With over 1,100 GPUs (primarily H100s and H200s) already rented and a collateral system to enforce service quality, Lium is building strong demand. The subnet could disrupt centralized cloud providers in the same way Netflix disrupted Blockbuster or Amazon reshaped retail.
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