Blockspace
@blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
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가입 February 2018
236 팔로잉 중 13.7K 팬
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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