Andrawes
@andrawesbahou
As a matter of fact, @ComputeDesk is taking GPU compute financing risk. We can price compute options, backstops and others better than anyone, and will put our money where our mouth is. Reach out if your lender seems to need too many guarantees. Great post @sonnet_xu
Sonnet Xu@sonnet_xu · Sep 7who's willing to take compute financing risk?
> commodities/energy traders
> hedge funds
> family offices
trad private credit funds r way more risk averse
compute has volatile residual values, merchant exposure, technological obsolescence, and weak historical recovery data -
> commodities/energy traders
> hedge funds
> family offices
trad private credit funds r way more risk averse
compute has volatile residual values, merchant exposure, technological obsolescence, and weak historical recovery data -
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