GPU debt instruments
1 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 GPU debt instruments, oldest first
Feb 26, 2026 positive
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.”