GPU Debt Investors Assume Zero Residual Value and Distrust Spot Pricing
AccBalanced · x · 2026-09-01
Word on the street among investment managers financing compute: spot market pricing isn't trusted; they prefer short assets with money back in 2-3 years; they're unsure about a long-term compute shortage; and they often assume zero residual value for GPUs at the end of a lending cycle. These managers provide massive debt financing for GPUs, resulting in a conservative lending philosophy.
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