Why credit quality matters most in compute: clusters are opaque, people are trackable
AccBalanced · x · 2026-09-28
Reposting sonnetxu's take: credit quality is the key diligence metric in compute deals. Clusters are opaque and brokering can be shady; the hardware is only a generic backstop — the people putting in the money are what you can actually track.
A concise risk-control argument for the GPU rental economy: diligence the counterparties, not just the cards.
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