Market Opportunity: Compute Demand Exploding

Global demand for compute infrastructure is growing at an unprecedented pace, driven by:

  • Artificial Intelligence — The AI market is projected to grow from $407.5 bn in 2023 to $1.8 trn by 2032 (Fortune Business Insights).
  • Cloud Gaming — Global cloud gaming revenue is forecast to reach $24 bn by 2032 (Allied Market Research).
  • Edge Computing — The edge computing market is expected to grow from $7 bn in 2023 to $20 bn+ by 2030 (MarketsandMarkets).
  • Data Centers — The global data center market is expected to exceed $600 bn by 2030 (Data Bridge Market Research).

Yet traditional infrastructure is struggling to keep up:

  • Hyperscale data centres account for ~80% of global workloads but are energy-intensive and geographically rigid.
  • Centralised cloud has latency limitations for real-time and edge use cases.

These trends point to a shift: compute must be distributed globally and closer to end-users. Centralised data centres alone cannot solve this new paradigm.

(Sources: Fortune Business Insights, Allied Market Research, MarketsandMarkets, Data Bridge Market Research)

The Structural Problem: Why Data Centers Alone Can’t Scale

Traditional data centres suffer from:

High Latency: Remote compute results in poorer performance for real-time applications.

High Capex & Energy Costs: Building new facilities costs hundreds of millions and consumes vast energy, with carbon intensity becoming a regulatory and cost concern.

Geopolitical Risk: Centralised infrastructure in a few locations exposes supply chains to disruption.

Hardware Underutilisation: Globally, vast computing resources sit idle on devices and GPUs that could be networked.

Conclusion: The future of compute must be distributed, elastic, and global, not clustered in fixed, energy-intensive hubs.

The New Paradigm: DePIN — Distributed Physical Infrastructure Networks

DePIN enables compute to be deployed via decentralised nodes, unlocking:

  • Lower latency by placing compute closer to demand
  • Massive scalability by utilising idle global resources
  • Energy efficiency through distributed load balancing
  • Capital efficiency, avoiding high upfront infrastructure costs

DePIN shifts infrastructure from a capital-intensive build model to a network-driven scale model.

Why YOM Is the Answer

YOM is building the infrastructure layer for tomorrow’s compute demand:

  • A global, distributed mesh of GPU and compute nodes
  • Designed for AI, gaming, immersive media, and edge workloads
  • A platform that scales with demand, not fixed physical capacity
  • A path to significant recurring revenue via compute provisioning fees

YOM’s architecture enables high-performance compute without reliance on fixed data centres — decentralised, resilient, and globally distributed.

Sector Dynamics & Growth Drivers

1) AI & Machine Learning

  • AI workloads require massive, parallelised GPU compute.
  • Traditional cloud GPUs are expensive and don’t scale elastically to global demand.

2) Cloud Gaming

  • Cloud gaming requires ultra-low latency and proximity to users.
  • Edge compute is more efficient and cost-effective than distant data centres.
  • CAGR for cloud gaming: ~14–18% through 2030 (Allied Market Research).

3) Edge & Real-Time Interaction

  • Immersive 3D, AR/VR, and real-time platforms require distributed compute.
  • Centralised infrastructure adds latency and user friction.

Strategic Positioning: YOM vs Centralised Cloud

Feature

Centralised Data Centres

YOM DePIN Network

Latency

High for global users

Low (edge proximity)

CapEx

Extremely high

Capital-efficient & scalable

Energy

High per workload

Distributed & efficient

Bottlenecks

Regional hubs only

Global decentralised mesh

Resilience

Single point risk

Distributed redundancy

Strategic Importance to Investors

1. Massive Total Addressable Market (TAM)

Compute, edge, and distributed infrastructure spans multiple growing markets:

  • AI compute, cloud gaming, edge services, immersive media, Web3 markets.

2. Capital Efficient Growth

By leveraging a global network of nodes rather than building data centres, YOM avoids:

  • High CapEx
  • Long build cycles
  • Fixed energy costs

3. First-Mover Advantage

DePIN infrastructure is emerging, and early adopters can capture network effects before incumbents adapt.

4. Real-World Demand

Enterprises are searching for:

  • Low-latency delivery
  • Cost-effective edge compute
  • Resilient global infrastructure

YOM directly answers these enterprise needs.

How to Invest & Enterprise Investment Scheme (EIS) Benefits

Investing in YOM offers institutional-scale infrastructure exposure and strong tax incentives for UK investors via the Enterprise Investment Scheme (EIS).

Key EIS Advantages

  • Income Tax Relief: Up to 30% relief on qualifying investments
  • Capital Gains Tax Exemption: Growth on EIS shares held >3 years is tax-free
  • Loss Relief: Losses can be offset against income tax
  • Inheritance Tax Relief: EIS shares may be exempt after 2 years

These incentives enhance the risk-adjusted return profile for early-stage investors in pioneering infrastructure companies.

Conclusion: YOM at the Frontier of Compute Infrastructure

Traditional data centres powered the cloud era — but the next era is distributed, edge-native compute.

YOM is positioned at the inflection point of:

  • AI demand growth
  • Real-time gaming & immersive media
  • Edge compute adoption
  • Infrastructure decentralisation

With a capital-efficient model, a scalable network architecture, and alignment with the future of compute, YOM presents a compelling investment opportunity in the next generation of digital infrastructure.

Citations & Sources

  1. Fortune Business Insights — AI Market Size & Growth
  2. Allied Market Research — Cloud Gaming Market Forecast
  3. MarketsandMarkets — Edge Computing Market Growth
  4. Data Bridge Market Research — Global Data Centre Market Size