GPU Debt Instruments
topic on 1 show · 1 statements across 1 episodes
1 statements about GPU Debt Instruments, every show
Tiwari: AI Compute Debt Uses Customer Cash Flows, Not GPUs, as Primary Collateral
“And I think what got missed was the GPUs themselves were actually like the second, second or tertiary level of collateral in those instruments. The primary collateral was the contracted cash flows from investment grade counterparties.”