Meltem Ballan

Introducing a new form of compute financing: for 9-months offtake, not three-years. Every GPU project gets blocked by lenders on the same first question: "Do you have a three-year offtake contract?" But 3-year offtake sucks. You convince a customer to pay you for 3 years straight, but it means you're not making that much money as a neocloud operator. On a 3-year B300 contract, you might get a $4.3/gpu hr rate, when you could be making $7/hr if you had a shorter contract. And offtakers don't even want to lock-in a contract for three years. They'd much rather sign for nine months. So it's only 3 years because lenders require it. And they require it because they want every month of debt service, or loan repayment, covered. We’ve solved that. We can get every month covered, using a combination of offtake and residual value insurance. And lenders will finance it with interest, not rev-share or unfair structures. How it works: → 18-month loan → Months 1-9: covered by your short-term offtake contract → Months 10-18: your call. Go on demand, sell tokens, or extend the offtake → Month 18: if the loan isn't fully paid, the lender can sell the hardware → If it sells for less than expected, an A- rated insurance policy we structure pays the difference The offtake covers the first half of the loan. The hardware value covers the second half. The insurance backstops the hardware. It's a win-win situation for everyone. 1. Offtakers sign shorter terms that they actually want. 2. Lenders get fully covered debt service. 3. You get your GPUs, pay your loan quickly, and can go to on-demand by month 10. Want to try it, or need a spreadsheet to show your lender? DM me or send your lender to us at amcompute.com