INSURANCE / 03

GPU Residual Value Guarantee

Guarantees the floor value of GPU inventory at a defined future date. Enables debt financing, asset leasing, and longer useful-life accounting. Transfers depreciation risk off the operator's book.

GPU market value
Market valueInsured floor
The Problem

What we're solving.

The debt that finances a GPU fleet is underwritten on assumptions about the asset's future value. Those assumptions are fragile: new architectures compress market value fast; a missed generation can strand inventory; demand shocks can reprice the entire compute complex overnight. Lenders impose conservative loan-to-value ratios or require the operator to carry depreciation risk themselves, limiting the capital available to fund new CAPEX.

The Product

How it works.

A residual-value guarantee that pays out if the value of a defined GPU inventory falls below an agreed floor at a defined future date. Settles against a Residual Value index and, where required, against observed secondary-market transaction data.

Transfers the depreciation risk to the insurance market. Enables higher advance rates on GPU-backed debt. Supports leasing structures and longer useful-life accounting.

Who buys it

Built for these counterparties.

  • GPU clouds financing new CAPEX who need to transfer depreciation risk off balance sheet
  • Infrastructure lenders seeking to hedge residual value exposure in GPU-backed debt portfolios
  • Leasing companies structuring operating leases on GPU fleets
  • Private credit funds underwriting GPU asset-backed lending
Structure Information

Talk to us about your structure.

Contact us to discuss your needs and available policy structures.