Inference Chips Are Becoming Loan Collateral in a $400M Bet
Upper90 will lend General Compute up to $400 million secured by SambaNova inference chips, not Nvidia GPUs. Why inference silicon as loan collateral is an untested bet.
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#AI cloud
3 articles
TECHi reporting and analysis covering AI cloud. 3 articles, newest first.
Oracle earnings preview: OCI backlog is huge, but AI capex is the real test
Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.
Why CoreWeave Stock Fell: Can $99B Backlog Beat the Debt Test?
CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.