PIP Spot and Reservation Revenue Share Proposal

# 1. Summary

This proposal amends PIP3.5 by introducing a fixed two-tier management fee that replaces the existing open-ended “net of expenses” treatment:

• Spot revenue: 10% OCL management fee; 90% remitted to the Community Pool.
• Reservation revenue: 30% OCL management fee; 70% remitted to the Community Pool.

# 2. Existing Framework

See the [Hidden link] regarding the change from the net of expense treatment.

# 3. Rationale

PIP3.5 GPU capacity is projecting between 80-100% utilization. Sustaining that level requires ongoing work the original framework anticipated only at a high level. The increase in daily network revenue from $2,297 to $4,950 is the direct result of OCL’s commercial work to source and retain demand in a supply-constrained market. The Management Fee structure proposed in this amendment is intended to make that work sustainable and transparent as the program scales, to enforce maximum accountability, and fairly share value that did not exist under the original PIP3.5 trajectory.

# 4. Program Performance and Impact of Demand Sourcing

Since PIP3.5 was authorized, OCL’s demand-sourcing work has materially expanded both utilization and pricing on PIP3.5 capacity relative to the assumptions underpinning the original program.

# 4.1 Per-GPU Pricing

See the [Hidden link] regarding the increases in prices on network over time.

# 4.2 Utilization

See the [Hidden link] regarding the increases in utilization on network over time.

# 4.3 Aggregate Revenue Impact

Combining pricing and utilization across PIP3.5 capacity, comparing utilization upon PIP3.5 launch to now:

*Based on full A100 utilization and projections from May 28, 2026 daily spend of $7,130

# 5. Mechanics

Fee schedule. The applicable Management Fee is applied to Gross Revenue (revenue collected by OCL from leases settled against PIP3.5 capacity, in AKT). The balance, after fee, is the Net Remittance to the Community Pool.

Fee composition. The tables below show how each fee is built up. Components are stated as a percentage of Gross Revenue:

Spot — 10%

Reservation — 30%

Classification. Spot Revenue is generated from leases settled through the open Akash marketplace without prior commitment. Reservation Revenue is generated from leases supported by a forward capacity commitment, including reserved instance contracts, committed compute arrangements, and capacity sold through a direct commercial channel. All reserved contracts are managed on-chain.

Settlement. OCL applies the Management Fee and remits Net Remittance to the Community Pool monthly, denominated in AKT.

Income Reporting Commitment. Beginning the next quarter following on-chain approval, OCL will publish a quarterly report covering: Gross Revenues, Management Fees retained, Net Remittance to the Community Pool, aggregate utilization of capacity, and any classification or settlement notes for the period. Reports are published within 30 days of quarter-end. Example: vote passes prior to July 1, 2026 so first reporting period will be Q3 2026. An additional report for June 2026 will be published within 60 days of on chain approval.

# 6. Scope and Duration

• Scope: Applies to revenue collected from PIP funded GPUs through on-chain leases. Verification of funds received and funds returned to the pool can be done by tracking wallet akash177gvgfknw3g99xqyjczpygjmqphw924dnk6zdz.
• Duration: Effective from the first day of the calendar month following on-chain approval. Remains in effect indefinitely, until amended or terminated by a subsequent governance proposal.
• Initiation: Begins retroactively as of June 1, 2026.
• Replacement of expense deduction: The Management Fee replaces the open-ended expense deduction in prior PIPs for the duration of this amendment.