AI debt structures
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →
Everything said about AI debt structures, oldest first
Feb 26, 2026 positive
Tiwari: GPU Depreciation Doesn't Matter in Fully Amortizing Contract-Backed Debt
“First is, On that depreciation question, in these kind of debt structures, it doesn't really matter because the debt's fully paid off by the end of the debt term against committed contractual you know, contracts from investment grade counterparties.”
Feb 26, 2026 neutral
Tiwari: GPU Debt Structures Amortize to Zero Over 4–5 Years With No Balloon Payment
“And in these structures, typically the payback period on the capex was roughly two to three years. And the structures themselves, the debt was over five years, you know, four to five years in length where the entire debt amortized during the outstanding period…”