Brett Harrison(@BrettHarrison):Nvidia’s GPU backstop deals are equivalent to writing put options at the residual floor and buying a smaller notional of call options at the same strike. If Nvidia could sell GPU rental price forwards or futures they could hedge the partial synthetic long.

Brett Harrison

@BrettHarrison

Founder & CEO @Architect_Fi | Derivatives exchange group for AI commodities and perpetual futures. Offering the American Innovation Exchange and AX.

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Brett Harrison@BrettHarrison

2026.09.01 13:48

Nvidia’s GPU backstop deals are equivalent to writing put options at the residual floor and buying a smaller notional of call options at the same strike. If Nvidia could sell GPU rental price forwards or futures they could hedge the partial synthetic long.