GPU-Backed Credit: USDAI and PayPal Enable AI Financing on Arbitrum
GPU-Backed Credit: USDAI and PayPal Enable AI Financing on Arbitrum
🖥️ GPUs become money
USDAI is creating a new credit market by using GPUs as onchain collateral.
The protocol addresses a growing need: as AI expands, businesses require fast access to asset-backed credit. USDAI's approach converts physical GPU hardware into digital collateral that can be used onchain.
Key developments:
- USDAI has built a $1.5B financing pipeline
- PayPal integrated PYUSD stablecoin for AI financing settlements
- Arbitrum's infrastructure provides the liquidity and predictability needed for these credit primitives
- Framework Ventures previously led USDAI's Series A funding round
The model demonstrates how stablecoin-based credit systems can find product-market fit by solving real capital needs in emerging sectors like AI infrastructure.
As AI grows, businesses need fast, asset-backed credit USDAI solves this by turning GPUs into onchain collateral fueling a $1.5B pipeline and PayPal adding PYUSD to settle AI financing Arbitrum’s predictable, liquid rails are where these stablecoin credit primitives find PMF
Arbitrum ArbOS 51 DIA Upgrade Introduces Multi-Tier Gas Targets
Arbitrum's **ArbOS 51 DIA upgrade** introduces a significant change to its gas pricing mechanism, moving from a single gas target to **six distinct gas targets**. **Key Changes:** - Gas processing capacity expanded from 7 Mgas/s to multiple tiers: **10/14/20/29/41/60 Mgas/s** - Designed to deliver **lower gas prices during network congestion** - Aims to provide smoother, more predictable execution environments for institutional users The upgrade focuses on improving throughput and gas price stability, particularly beneficial for enterprise applications requiring consistent performance. The multi-tier approach allows the network to scale more efficiently based on demand, rather than operating at a fixed capacity. This represents a technical evolution in how Arbitrum manages network resources and pricing during varying levels of activity.
Entropy Advisors Launches Dune Dashboard for Pendle Finance on Arbitrum
Entropy Advisors has released a comprehensive Dune dashboard tracking Pendle Finance's onchain growth on Arbitrum. **Key Features:** - Detailed analytics on Pendle's performance metrics - Onchain growth indicators specific to Arbitrum network - Accessible data visualization for DeFi users The dashboard provides transparency into Pendle's activity, allowing users to monitor the protocol's development on one of Ethereum's leading Layer 2 solutions. [View the Pendle Finance Dashboard](https://dune.com/entropy_advisors/pendle-finance) *Note: Entropy Advisors also maintains a separate dashboard for Arbitrum Timeboost metrics.*
Pendle Captures $202M in AMM Liquidity on Arbitrum, Leading All L2s
**Pendle's yield markets have secured $202M in AMM liquidity on Arbitrum** - surpassing all other Layer 2 networks and alternative Layer 1 blockchains combined. This milestone demonstrates how **complex DeFi primitives scale when they access:** - Deep, active capital pools - Predictable transaction costs - Reliable execution infrastructure Arbitrum's platform architecture enables DeFi protocols to achieve product-market fit through consistent liquidity depth and operational efficiency. The network's combination of throughput capacity and economic predictability creates an environment where sophisticated yield products can operate at scale. Pendle's concentration of liquidity on Arbitrum reflects broader institutional preferences for platforms that support structured financial products with minimal execution risk.
🏗️ Arbitrum Open House NYC: 3-Day Founder Program Launches March 6
Arbitrum Foundation is hosting an **in-person Open House in New York City** from March 6-8, 2026. This selective 3-day program targets founders ready to deploy on-chain applications. **What founders get:** - Direct collaboration with Arbitrum teams and ecosystem builders - Product feedback and technical guidance - Hands-on support for shipping projects This follows their online Buildathon that started January 29, which offered workshops, mentorship, and $60k in prizes. The NYC event is more exclusive and focused on teams closer to launch. Applications are open now at [luma.com/openhouse-newyork](https://luma.com/openhouse-newyork?utm_campaign=oh-nyc-founder-house&utm_content=sponsor-fh&utm_medium=social&utm_source=twitter).
Arbitrum Open House NYC Buildathon Launches February 5
The Arbitrum Open House NYC Online Buildathon begins February 5, running through February 26. The three-week program offers: - Technical workshops and go-to-market sessions - Mentorship from Arbitrum Foundation and Offchain Labs - Ecosystem support to develop MVPs from early-stage ideas **Prizes and Opportunities:** - $30K in prizes for top teams - $30K in grants available - Top 3 teams join the NYC Founder House - Total prize pool of $60K The program targets founders and builders looking to ship onchain products. Teams receive hands-on guidance throughout the development process. Applications are open at [arbitrum-nyc.hackquest.io/buildathons](https://arbitrum-nyc.hackquest.io/buildathons)