Nick 🇺🇦

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-…

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

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-…

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

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.

when the GPU quote expires before the debt term sheet arrives

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.

To a traditional lender, GPUs are often only viewed as hardware with a depreciation schedule. In the Compute Labs model, they function as income-generating infrastructure assets. Hardware book value provides crucial downside protection for the principal. However, the primary value driver is a neocloud's ability to monetize uptime. Structuring financing around asset yield rather than just resale price unlocks liquidity for neoclouds and provides asset-backed returns for investors. This is how capital markets for compute are built.

Investors can now get AI exposure through the economics of compute itself, not just through public equities. When GPUs run paid workloads, they generate hourly revenue. With clear utilization data and consistent demand, we can underwrite those deployments and structure the cash flows into investable products. For investors, this means access to AI infrastructure through a model that functions like other yield assets. If you're exploring this category, we're building the products designed for you.

Neoclouds track a few core metrics to gauge how well their infrastructure is performing: • GPU Utilization: how often GPUs are running paid workloads • PUE (Power Usage Effectiveness): how efficiently the facility turns power into compute • Uptime: how consistently the site stays online Higher utilization, efficient power use, and stable uptime all improve the revenue a GPU can generate which is ultimately what drives the returns behind any GPU-based investment.

GPU financing looks less like tech and more like real estate. Contracts, energy, and utilization data now decide where the next trillion in capital flows. Our focus is simple: make it possible for investors to fund that infrastructure directly and for operators to access compute without millions in upfront costs. Get in touch: computelabs.ai/contact

The shift is underway: hyperscalers are renting compute instead of owning it. Microsoft just committed $33 billion to neocloud providers like Nebius to outsource capacity to specialists who can deliver reliability and utilization at scale. This creates opportunity for smaller operators ready to meet that standard. We help those operators scale GPU capacity with zero cost.

Compute Labs was featured in Diginomica for transforming GPUs into yield-bearing digital assets, creating new financing options for data centers and new structured products for investors. Our approach pairs onchain transparency with off chain underwriting: historical utilization, diversified counterparties, and depreciation explicitly modeled. This unique combination will turn compute from a line item into an investable, trackable asset.

As the WSJ reports, Texas utility Oncor is fielding an interconnection queue, the waiting list for new power hookups, that runs into the hundreds of gigawatts. Many of those projects won’t get built. At Compute Labs, we connect capital with operators who have power, workloads, and contracts ready to go.