USD.AI has escrowed a $128.9M GPU financing for a NVIDIA GB200 NVL72 deployment in Canada. This is USD.AI's largest GPU financing to date. The transaction falls within the $50M–$250M segment USD.AI has identified as the compute financing middle market, where significant infrastructure financing demand is met by a relatively limited pool of dedicated capital providers. USD.AI is built to help close that financing gap with asset-backed capital for neoclouds and AI cloud operators. Exploring GPU financing? Get in touch: https://usd.ai/schedule
USD.AI
Software Development
Grand Cayman, Cayman Islands 1,413 followers
Purpose-Built GPU Financing for HPC Assets
About us
USD.AI provides AI infrastructure operators with strategic, non-dilutive financing needed to achieve scale in high-performance compute. To-date, USD.AI has announced $1.2bn in GPU-backed financing facilities, with over $500m in H1 2026 closings and $2bn in total pipeline. USD.AI's debt instruments have traded over $10bn in secondary volume. The company was founded in 2021 and has raised $45M in venture funding to-date, from backers such as Coinbase, Framework Ventures, Fintech Collective, Bullish, Dragonfly and others.
- Website
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https://usd.ai/
External link for USD.AI
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Grand Cayman, Cayman Islands
- Type
- Nonprofit
Locations
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Primary
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Grand Cayman, Cayman Islands KY1-1001, KY
Employees at USD.AI
Updates
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USD.AI will be at Yotta 2026 in Las Vegas. Co-founder Conor Moore and Head of Platform Growth Hani Abdul Baki will be meeting with operators and partners across the AI infrastructure ecosystem. USD.AI focuses on financing the compute middle market: growing AI clouds and neoclouds with strong demand for capacity, but limited access to the financing available to hyperscalers. Through fast, asset-backed financing structured off balance sheet, USD.AI helps these operators deploy enterprise GPUs while preserving capital for growth. Attending Yotta? Book an in-person meeting with the team: https://lnkd.in/dTaaPRnH
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A new loan was funded for a NVIDIA B300 deployment. Borrower is a leading AI infrastructure platform built for enterprise-scale AI workloads. GPU financing is becoming institutional, but access is still concentrated at the top of the market. For fast-growing AI cloud and neocloud operators, USD.AI provides responsive, flexible GPU-backed financing that helps turn customer demand into deployed capacity. Exploring GPU financing? Get in touch: https://usd.ai/schedule
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A $54.4M loan to Hydra Host was funded for its NVIDIA B300 deployment. The GPUs are now deployed and verified online. This is the first funded loan from Hydra’s season-and-sell program, designed to create a repeatable path for GPU infrastructure financing. For AI cloud and neocloud operators, USD.AI provides fast, flexible GPU-backed financing that helps align capital with hardware procurement, delivery, and deployment timelines. Exploring GPU financing? Get in touch: https://usd.ai/schedule
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USDAI will be at PTC'DC Pacific Telecommunications Council (PTC). Hani Abdul Baki, Head of Platform Growth, and Harry Page, Credit Associate, will be there to discuss GPU-backed financing for AI clouds and neoclouds expanding their compute capacity. Reach out to schedule a meeting. #GPUFinancing #AssetBackedFinance #InfrastructureFinance #EquipmentFinance
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USD.AI August highlights: A new $100 million facility from Bullish increased USD.AI’s capacity to finance GPU infrastructure. The month also included $22.8 million in funded deployments for QumulusAI and Corvex, Inc., bringing lifetime deployed capital to $281.8 million. Subscribe for financing updates and AI infrastructure market insights: https://lnkd.in/g62wtBwN #AIInfrastructure #GPUFinancing #Neoclouds #AIClouds
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USD.AI has announced a $100 million financing facility from Bullish to support its GPU financing ecosystem. The facility will expand USD.AI’s capacity to provide AI infrastructure operators with non-dilutive, non-recourse financing. Loans are secured by the underlying GPU infrastructure, allowing operators to fund growth without giving up equity or placing the broader corporate balance sheet at risk. Bullish and USD.AI will also expand their research collaboration on capital formation for the AI CapEx sector, combining Bullish’s institutional market expertise with USD.AI’s specialized approach to financing compute infrastructure. Read the full announcement: https://lnkd.in/gstsx_A5
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Financing AI infrastructure at institutional scale requires hardware, contracts, capital, and operating counterparties to work as one structure. USD.AI brings these elements together through a dedicated borrower SPV, escrow-supported OEM procurement, independent deployment verification, and customer revenue aligned with debt service. Each counterparty has a clearly defined role, giving GPU operators a clear path from purchase order to operating infrastructure while providing capital partners with transparency throughout the financing lifecycle. #GPUFinancing #AIInfrastructure #AssetBackedFinance
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USD.AI has escrowed a new loan for a NVIDIA B200 deployment. This loan moved from signed term sheet to escrow in two weeks, the fastest timeline USDAI has completed to date. As USDAI underwrites more GPU-backed loans, firsthand performance data continues to make the process faster and more precise. The target closing timeline is 30 days from signed term sheet to loan close. This transaction moved faster as a repeat borrower. Exploring GPU financing? Get in touch: https://usd.ai/schedule
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As Conor Moore puts it: “Unpriceable risk kills deals in a way that expensive risk doesn’t.” Since launch, USD.AI has underwritten, priced and valued hundreds of GPU deals, giving unparalleled experiential insight that capital providers demand and enables operators to scale. If you’re an operator looking for GPU financing or ITAD interested in working with USD.AI or learning more about the market, reach out.
Our latest research report asks why NVIDIA can be so confident in the long-term value of GPUs and examines the answer through the simplest of economic rules - supply and demand. Fundamentally, demand for compute continues to outpace supply, and that imbalance is projected to persist, resulting in higher GPU value for longer. The distinction is between scheduled capacity and live capacity: - Only 72% of data center facilities are activating on time, according to Goldman Sachs Research. And it gets worse. - Two years out, that drops to ~50% - Of the 36.3 GW scheduled for 2027, only an estimated 18.2–21.8 GW is expected to arrive on time - That leaves a projected 13.4–19.2 GW gap versus the live capacity needed AI infrastructure capacity on paper is a long way from a compute-producing asset. As long as supply remains constrained and new sites face challenges, live GPUs are positioned to retain more value for longer. Thank you Conor Moore at USD.AI for your insights and quote! Navigate to the top right of our site to read the full report: https://barkr.ai/ #AI #GPUs #Barkr #AIInfrastructure #DataCenters #Compute #AssetValuation #PrivateCredit