Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang

I'm back in the studio, Akash, man. Prison gates won't open up for me.

Hello everyone, welcome back to Seminalysis Weekly. We're here with episode number 21. I've got the crew from Singapore to talk about everything. So in this episode, we're going to talk about Nvidia backstops. We'll start by discussing the problem statement, explain what a backstop is, how it's structured, how people are pricing GPU loans, as well as other things to backstop these data center buildouts. Go through a couple of examples in the Asia-Pacific region, some of the tools that lenders are gonna need in the future, and finally, the impact on Nvidia's financials. So no better team to dig into this than our, our team that works on AI Cloud TCO every day. Including Mr. Dan Nishball. Dan, can you start us off with the problem statement? What does that trinity, capital offtake, data centers actually mean, and why are these backstops so important right now?