Datasets:
Tasks:
Time Series Forecasting
Formats:
csv
Languages:
English
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< 1K
Tags:
AI industry analysis
structural analysis
industrial economics
AI infrastructure
GPU rental prices
compute financing
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90443e5 | 1 2 3 4 5 6 7 | disclosed_on,borrower,amount_usd_bn,type,pricing,collateral,filing,source_url,first_recorded_in
2026-09-18,Nscale,1.4,chip-backed loan to a lessor,5 percentage points over the benchmark rate,GPUs,Form S-1,https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm,0
2026-10-01,Sharon AI,0.356,chip-backed project loan (one customer contract),"Facility B ($206m): 9.95% fixed; Facility A ($150m): 7.25% initially, rising to 9.95% on unspecified dates; 42 months","Substantially all project assets, including GPUs and the customer contract",Form 8-K,https://www.sec.gov/Archives/edgar/data/0002068385/000149315226045368/form8-k.htm,1
2026-10-05,Volta,5,AI-cloud leveraged loan (being marketed),About 11% yield; 6.25-6.5 percentage points over the benchmark rate,Not disclosed,Bloomberg (reported),https://bloomberg.com/news/articles/2026-10-05/jpmorgan-dangles-11-yield-on-volta-s-5-billion-ai-loan-sale,1
2026-10-17,Nebius,3.5,corporate secured loan,"2.75 percentage points over the benchmark rate (Term SOFR), rising 0.25 every 90 days to a cap of 3.5; one year",Substantially all assets,Form 6-K,https://www.sec.gov/Archives/edgar/data/1513845/000110465926117978/tm2628078d1_6k.htm,1
2026-10-26,Anthropic (North Star vehicle),63,lease-backed (tenant credit),Final rates not published; WSJ reported higher rates after banks hesitated,Anthropic's lease payments; equipment bought by the vehicle,Wall Street Journal (reported),https://www.wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754f,1
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