GPUs as hardware "assets" used to secure debt financing?
Sounds great, but what happens if the value of hardware depreciates faster than the "value" it delivers to the debtor? Cutting edge semiconductors typically lose value quickly as next generation chips are released.
And in a sales-lease back scenario who decides which data center actually hosts a customer's workload - aka AWS does, so what's to stop them from directing traffic to AWS owned hardware and not the hardware owned by the outside investors? https://coinpaper.com/36651/amazon-could-move-8b-of-nvidia-chips-off-its-balance-sheet #AWS #Cloud #GPUs #DataCenters #Semiconductors #AI #AIDataCenters #AIInfrastructure #Sale_Leaseback #SPV #SpecialPurposeVehicle #DebtFinancing #FinancialEngineering