Compute Labs

Accelerating the AI factory buildout.

[Compute Labs @Compute_Labs]

Introducing the Compute Labs Financing Platform.

Financing your GPU cluster shouldn't feel impossible. Capital is ready, but most neocloud operators with customer demand have no capital markets team to turn it into a deal funders can confidently evaluate.

Our platform turns a neocloud's deal documents into a standardized package, with every figure verified by its source.

Neoclouds receive support from intake to close and beyond. Funders get deals they can evaluate with confidence.

https://t.co/RwD4ziggrX

[Compute Labs @Compute_Labs]

We built the Compute Labs Financing Platform to get GPU deals funded.

More than 40 lenders and around 80 neoclouds.

The Information covered the launch:
https://t.co/jaAdhkRnqW

[Compute Labs @Compute_Labs]

A third of NVIDIA’s business is startups renting compute. Those same startups are the offtake behind the neocloud deals lenders are now asked to underwrite.

Counterparty credit is the bottleneck in middle market GPU financing.

Our Financing Platform makes those deals underwritable.

[Patrick F. Feeley @PFFeeley]

NVIDIA CEO @JensenHuang tells @altcap on @BG2Pod that people misunderstand Nvidia's demand. About a third is classical computing growing 30 to 40% a year with no AI labs. A quarter to a third is five or six frontier labs, not two. And a third is startups renting Nvidia like next-gen AWS. In my view, treating Nvidia as a two-lab capex story is a real mistake.

"People misunderstand what's going on. There are basically three large segments.

The first is baseline computing. Data processing, molecular dynamics, physics, simulation, computer graphics, classical machine learning, fraud detection, recommender systems. Classical computing, not AI, not deep learning, not agentic systems. Call it a third of our business. And that business is growing call it 30%, 40% per year. In the absence of any AI labs, Nvidia is not zero. We're quite a large company.

The second part is the AI labs. People see two, but we work with every one of them. Meta Muse is doing fantastic. It's vastly Nvidia. Grok didn't exist three years ago. We didn't run Gemini before, we run Gemini now. Starting this year, we started working with Anthropic. People see a couple of labs, but I see more than that. I see five, six labs. And if you told me that represents not quite one-third of our business, let's say a quarter of our compute, fantastic.

And another third, this is the part that's really great. Because we're at the beginning of a new computing platform shift, a vast number of new startups are coming out. Thousands of them. And what do they do? They rent NVIDIA compute. So a third of our business is kind of cloud computing for the next generation. It's kind of like AWS for today. And that represents about a third of our business altogether.

My sense is that we're in the early innings of the buildout of this new computing architecture. And it's a real big mistake to recognize just a couple of companies and think that they were funding the infrastructure.”

[Compute Labs @Compute_Labs]

@The_AI_Investor Box = SPV

[Compute Labs @Compute_Labs]

@dache_3 Thanks Dache 🤝

[Compute Labs @Compute_Labs]

@ChungTheOga Hoping to break the capital bottleneck

[Compute Labs @Compute_Labs]

@0xADM94 Accelerate.

[Compute Labs @Compute_Labs]

@0xmrmasa88 👀

[Compute Labs @Compute_Labs]

@MattRound7 @ComputeLabs Grateful for Anchorage's support, Matthew!

[Compute Labs @Compute_Labs]

@laceywisdom Thank you Lacey. The central hub of financing for compute.

[Compute Labs @Compute_Labs]

@protocollabs Thank you! Here to accelerate the AI factory buildout.

[Compute Labs @Compute_Labs]

@ywlchris Thank you!

[Compute Labs @Compute_Labs]

@Proof_of_Snark 🤝

[Compute Labs @Compute_Labs]

@JackRoseyy Let's get to work Jack!

[Compute Labs @Compute_Labs]

@boardyai @andrewdsouza Can you help accelerate Boardy?

[Compute Labs @Compute_Labs]

Introducing the Compute Labs Financing Platform.

Financing your GPU cluster shouldn't feel impossible. Capital is ready, but most neocloud operators with customer demand have no capital markets team to turn it into a deal funders can confidently evaluate.

Our platform turns a neocloud's deal documents into a standardized package, with every figure verified by its source.

Neoclouds receive support from intake to close and beyond. Funders get deals they can evaluate with confidence.

https://t.co/RwD4ziggrX

[Compute Labs @Compute_Labs]

@roninonlotus Bring your GPU deal to us!

[Compute Labs @Compute_Labs]

@a16z Rental rates are only half the story. The other half is how long the hardware keeps earning

ZERO NVIDIA GPU gens have been retired before year seven. And CoreWeave has an A100 under contract into 2029

https://t.co/JuW6vRocgl

[Compute Labs @Compute_Labs]

Most financial models assume a GPU's useful life is three years.

Every modern GPU generation that has actually been retired stayed in revenue service for seven to nine years.

The public retirement record, generation by generation: https://t.co/dA7wQkWom5

[Compute Labs @Compute_Labs]

Financing a GPU deal requires keeping every document current and every counterparty in sync. All while the quote risks increasing and the offtaker waits.

We're building one place to make your deal financeable, with our team alongside you.

Compute Labs Financing Platform. Coming soon.

[Compute Labs @Compute_Labs]

@web3yangge 🤝

[Compute Labs @Compute_Labs]

Financing an AI factory shouldn't feel impossible.

Before any capital is committed, every neocloud operator has to answer questions from lenders, OEMs, data centers and offtakers. They arrive over email, Slack, Telegram and WhatsApp, and the answers change every time a quote or the terms move.

We're building the standard for financing AI infrastructure.

Compute Labs Financing Platform. Coming soon.

[Compute Labs @Compute_Labs]

@AlbertZ0502 0 → 1