CapEx payback period
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →
Everything said about CapEx payback period, oldest first
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…”