Compute finance
Nvidia makes the case for treating GPU capacity as infrastructure debt
Published a day after the financing announcement, the post argues that compute should be underwritten the way toll roads and power plants are.
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The short version
- Nvidia set out the argument on 11 August, one day after announcing the financing platforms.
- The framing is what the residual value guarantee in that deal depends on to work.
Published a day after the financing announcement, the post argues that compute should be underwritten the way toll roads and power plants are.