Market notes by Marek Omilian, CFA, on GPU infrastructure credit: customer contracts, rental rates, hardware values and how GPU servers are underwritten.https://gpu-capital.com/blog/en-ushttps://gpu-capital.com/blog/fibre-1999-gpus-2026/https://gpu-capital.com/blog/fibre-1999-gpus-2026/Fiber lasted decades; GPU servers are depreciated over about five to six years. A GPU loan has to be repaid by today’s customers, inside that life.Mon, 26 Oct 2026 00:00:00 GMTMarketmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/ai-infrastructure-funding-gap/https://gpu-capital.com/blog/ai-infrastructure-funding-gap/Meta’s free cash flow went negative in Q3 and Gartner sees $3.5 trillion of AI capex exposed to impairment. AI projects now have to pencil out first.Thu, 22 Oct 2026 00:00:00 GMTMarketmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/gpu-loan-requirements-lender-checklist/https://gpu-capital.com/blog/gpu-loan-requirements-lender-checklist/What lenders check before approving a GPU loan: the customer contract, node, sponsor, power and structure, plus the three mistakes that kill most deals.Mon, 05 Oct 2026 00:00:00 GMTOperatorsmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/invest-in-gpus-asset-allocation/https://gpu-capital.com/blog/invest-in-gpus-asset-allocation/How GPU server financing differs from AI stocks: where the return comes from, how cash comes back, what can go wrong, and how much it diversifies.Fri, 02 Oct 2026 00:00:00 GMTMarketmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/gpu-server-roi-b300-h200-rtx-pro-6000/https://gpu-capital.com/blog/gpu-server-roi-b300-h200-rtx-pro-6000/We estimate H200 and RTX PRO 6000 nodes recover their capex in about 22 months on a 3-year contract; B300 takes 27. The payback math, and what breaks each case.Tue, 29 Sep 2026 00:00:00 GMTOperatorsmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/gpu-financing-wacc-neocloud-tiers/https://gpu-capital.com/blog/gpu-financing-wacc-neocloud-tiers/The same GPU costs about 11% a year to fund at a hyperscaler and roughly 23% at a small neocloud. Debt, equity and asset WACC, and when debt stops helping.Tue, 29 Sep 2026 00:00:00 GMTOperatorsmarek@gpu-capital.com (Marek Omilian, CFA)https://gpu-capital.com/blog/long-tenor-prepaid-gpu-contracts/https://gpu-capital.com/blog/long-tenor-prepaid-gpu-contracts/A long-tenor GPU contract with a customer prepayment is a trade, not a concession. Why it works in 2026, and the signals that say when it stops.Sun, 27 Sep 2026 00:00:00 GMTOperatorsmarek@gpu-capital.com (Marek Omilian, CFA)