maybe VCs should lead the way in financing compute? they're experts in pooling investors through SPVs. financing compute for the mid-market could use something like this! if you need a few gpus, you can just rent from a cloud or marketplace. if you need huge amount (10,000+), you'll work with providers and lenders it's awkward when you're in between. people are calling this “mid-market compute”, when companies need enough gpus that public cloud gets expensive, but not enough to get the financing and custom terms of a huge buyer. so much demand but neoclouds can't use all those contracts to borrow $ for gpus why won’t investors and lenders just fund the neocloud directly? because they would have to trust that their customer's pay them, and the neocloud doesn't fail, and that they could pay them back I feel as if the issue is investors don't want to finance an entire neoclouds (too much risk). in startup SPVs: - investors pool their money - one legal entity owns the startup shares for compute, this SPV could own gpus and investors receive part of the revenue of the neocloud. this exists for huge deals (like @IREN_Ltd's financing for their @Microsoft contract). time to bring a smaller version to the mid-market??