Blockspace
@blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
Live weekdays at 1p EST
Joined February 2018
236 Following 13.7K Followers
Options products unlock feasible financing for datacenter projects says @BrettHarrison
"20-25% interest rate for a [datacenter] loan is completely untenable, especially if you're a startup trying to use equity raise capital"
With hedging, you can guarantee to you lender a GPU-hour rate, which unlocks tons of financing to a market that is supply constrained.
"Right now NVIDIA is behaving like that put option seller of last resort" Brett, CEO @Architect_Fi
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