Compute Capital and Markets
Who funds the AI buildout, and at what price.
The Compute Capital and Markets Model is SemiAnalysis’s research and data product for those that are funding that buildout as well as those that seek to understand how trends in AI Financing will drive the pace at which AI projects can be built out.
On the Capital side we quantify who needs capital, how much, in what form, and where the end exposure sits under various financing structures. We map every funding, offtake, backstop, guarantee, credit-enhancement and off-balance-sheet arrangement across the AI complex. On the Markets side we provide the reference indices lenders and investors need to underwrite and manage this risk: GPU rental prices across term and SKU, the cost and terms of AI project funding, as well as token price and return benchmarks.
500+ debt instruments across hundreds of issuers, instrument by instrument
Get the Compute Capital and Markets Model.
Coming soon. The sales team opens scoping, licensing, and pricing at launch.
- Full debt inventory: 500+ instruments across hundreds of issuers
- GPU rental, funding, and token benchmarks
- Scenario analysis for counterparty chains and circularity
The form opens at launch. Until then, write to sales@semianalysis.com.
