Likes: cats, coziness, and my wife. Dislikes: heights, spiders, and spiders in high places. Co-Founder @ Compute Labs
Compute Land
Joined April 2019
- Tweets745
- Following518
- Followers967
- Likes5.5K
Nick 🇺🇦 retweeted
Mubadala, Microsoft and SoftBank Vision Fund launched @Hub71ad to bring top tech companies to Abu Dhabi.
Compute Labs recently joined Cohort 19. One of 40 companies picked out of 2,502 applicants.
Our Financing Platform helps neoclouds structure the financing needed to scale compute capacity. Joining Hub71 puts us closer to Abu Dhabi's capital and partners
Read more here: hub71.com/latest-news/press-…
Nick 🇺🇦 retweeted
Compute Labs has helped neocloud operators secure over $500M in institutional debt term sheets in the last few weeks, and our Financing Platform is now live to get your cluster funded next.
Turn signed customer demand into earning clusters fast.
Get started: platform.computelabs.ai
Nick 🇺🇦 retweeted
Compute Labs was featured in @CNBC this weekend in Kif Leswing and Isabel O'Brien's piece examining how capital markets are adapting to fund the global AI buildout.
Demand for compute is clearly not the constraint. The bottleneck is the structural mismatch between how AI clusters operate and how institutional credit underwrites:
• The "timing trap" (quote / power / capital): Hardware allocation quotes, colocation power delivery, and credit committee timelines rarely line up naturally
• Capital crowds into hyperscale deals, leaving mid-sized neoclouds caught between dilutive equity and credit funds built for large checks
• Having a customer contract is different from having a bankable one, where prepayments, SLA step-downs, and deployment timelines can actually clear an investment committee
Thank you to the CNBC team for including our perspective on how the financing market is evolving.
Read the full article:
cnbc.com/2026/10/24/nvidias-…
Nick 🇺🇦 retweeted
Yesterday Elon warned that the market is going to see a lot of stranded compute in partially complete data centers. He noted that if anything is missing in a buildout, however seemingly trivial, the compute does not work.
Anyone who has worked on a GPU deployment understands the severity of the execution risk.
B300s or GB300s can ship in a few months, but power, transformers, or switchgear can take years.
Even if a site has power lined up, a delayed permit, unfinished liquid cooling, or bad networking during testing will keep a cluster offline.
An offtake contract only starts paying once the cluster Ready for Service (RFS). OEMs usually want to be paid on or before delivery, while lenders and customers only want to pay once the cluster is live.
If the GPUs were to arrive months before the data center is ready, the operator is stuck paying for hardware that cannot earn a dollar yet.
That is why institutional GPU financing must be rigorous. Before lenders commit capital, they must underwrite the entire buildout.
We built the Compute Labs Financing Platform to help neoclouds and lenders get all of that lined up from day one so clusters get funded and go live on time.
platform.computelabs.ai
Nick 🇺🇦 retweeted
Great to see the roll-out of this tool, very practical and efficient.
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.
platform.computelabs.ai
Nick 🇺🇦 retweeted
A notable launch from @Compute_Labs with its new Financing Platform, designed to streamline financing for GPU infrastructure.
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.
platform.computelabs.ai
Nick 🇺🇦 retweeted
So the cat's finally out of the bag...@Compute_Labs has officially made GPU financing incredibly easy and transparent. Checkout their new platform, whether you're a neocloud looking for a lien or an allocator looking to back the underlying infra supporting AI & crypto directly
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.
platform.computelabs.ai
We're so excited to be supporting neoclouds on their journey to secure capital.
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.
platform.computelabs.ai
3
190
Nick 🇺🇦 retweeted
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.
Financing your GPU cluster shouldn't come down to who you know
We've built something to change that. More soon.
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.
4
55
Nick 🇺🇦 retweeted
In July 2025 we bought thirty-two NVIDIA H200s and put them on the on-demand market.
We are publishing fourteen months of actuals from that fleet.
Very little operating data on GPU fleets is public. This is ours.
Our revenue per GPU fell about 14.5% between May and July 2026. Published H200 rates went up 14.4% over the same period.
1
2
252
Few lenders today are even requesting historical utilization. Financings still get priced against counterparty credit, contract terms, and residual value assumptions.
1
11
The biggest mistake I see investors make is viewing GPUs like iPhones.
With consumer tech, value is driven by "newness". Many want the latest model because it has a better camera or a thinner bezel. When the new one comes out, the old one feels obsolete.
But in the industrial world, value is driven by ROI.
A 3-year-old tractor that can still plow a field is not "obsolete". A 5-year-old Boeing 737 that can still fly passengers is not "obsolete". These are revenue-generating assets.
GPUs follow this same logic, not consumer logic. An older A100 might not train GPT-5, but it can run inference for a healthcare bot perfectly fine. As long as the chip can do work that someone is willing to pay for, it retains value.
We need to stop looking at this market through the lens of a consumer and start looking at it through the lens of an equipment lessor.
1
65
Everyone talks about hedging against inflation.
That usually means buying hard asset gold or real estate. Hard assets. I view high-performance GPUs in a similar bucket.
It is a scarce, physical resource that generates cash flow. Unlike cash, which loses purchasing power, productive hardware tends to hold its value relative to the demand in the market.
It’s interesting to see more Family Offices starting to allocate towards GPU investments.
If you want to learn about investing in GPUs, read this article we recently published:
na2.hubs.ly/H03drhz0
47