Last week, I noticed Walrus announced a partnership with io.net. Initially, I didn't pay much attention. But upon closer consideration, the potential of this development might be underestimated.

On the io.net side, they operate a decentralized GPU computing market, currently holding over 10,000 GPUs and CPU resources. The process for AI training is as follows: after running the model, the generated datasets and weight files need to be stored. The problem is that computing and storage are originally two separate streams, requiring developers to interface with different service providers, making the process fragmented and inefficient.

Now, Walrus is directly integrated into io.net's paid system, effectively combining computing and storage into an all-in-one solution. Imagine a real scenario: you rent an A100 GPU on io.net to train a model, and once the 20GB weight file is trained, it can be directly stored in Walrus, with storage proof automatically recorded on the Sui chain. When needed, you can retrieve from Walrus, with full integrity and clear data provenance. The entire operation can be done without leaving the platform, providing a seamless user experience.

From a data perspective, Walrus currently has a total capacity of 4,167 TB, utilizing only 26%, which means ample storage reserves capable of handling large AI training files. On the io.net side, GPU utilization remains high, and the user groups on both sides overlap significantly—mostly AI application developers. This partnership isn't just a PR stunt for hype; it's driven by real application scenarios that complement each other.

Regarding token performance, the price hovers around 0.1406, with a recent decline of 11.2%, and a market cap steady at about $221 million. The decline isn't negligible, but compared to strategic collaborations like io.net, short-term fluctuations are less important. The staking amount for nodes remains at around $1.426 million, indicating that long-term players are still confident.

This kind of infrastructure integration is much more interesting than working alone. The AI computing market is right in front of us, and as long as storage can seize this opportunity, future business growth is just a matter of time.