Ledger v1.1 · 21 facilities · August 2026

GPU-Backed Debt Facilities

Every facility we can source where GPUs or GPU-heavy infrastructure serve as collateral — linked to filings and company statements, ordered by size. Unsecured notes that merely fund GPU purchases are out of scope, however large. n.d. = not publicly disclosed, never estimated.

Borrower
Size
Lead Lenders
Type
Pricing
Announced
Source
xAI (Colossus 2 SPV)
$12.5B
Apollo (~$7B), Diameter
SPV lease-to-own
n.d.
Oct 2025–Feb 2026
Fluidstack
up to $10B
Macquarie + others
Senior secured GPU program
n.d.
Apr 2025
CoreWeave
$8.5B
n.d.
DDTL; first investment-grade GPU financing (Moody's A3)
SOFR+2.25% / ~5.9% fixed
Mar 2026
CoreWeave
$7.5B
Blackstone, Magnetar, Coatue
Delayed-draw term loan
n.d.
May 2024
IE US Hardware 3 LLC (SPV, wholly owned by IREN Ltd)
~$3.6B: $1.5B DDTL + $2.1B senior notes
Goldman Sachs Bank USA and JPMorgan Chase, joint lead arrangers; CSC Delaware Trust Company as administrative, intercreditor and collateral agent
SPV financing: delayed-draw term loan + 5.96% senior notes due 2031, under a common terms agreement
DDTL: SOFR + 2.25%. Notes: 5.96% fixed. Commitment fee 0.40% on undrawn. DSCR covenant 1.05:1.00 tested quarterly; loan-to-cost capped at 65%.
May 29, 2026 (agreements dated); 8-K filed Jun 1, 2026
CoreWeave
$3.1B
Public syndication
First publicly tradeable GPU-backed loan (Ba2/BB+)
SOFR+4.50%
May 2026
CoreWeave
$2.6B
Morgan Stanley, MUFG, Goldman Sachs
Delayed-draw term loan
SOFR+4.00%
Jul 2025
CoreWeave
$2.3B
Magnetar, Blackstone + syndicate
Delayed-draw term loan
SOFR+9.62%
Aug 2023
Nscale
$1.4B
PIMCO, Blue Owl, LuminArx
Delayed-draw term loan
n.d.
Feb 2026
Lambda
$1.0B
Syndicated
Senior secured facility
n.d.
May 2026
Mistral AI
$830M
BNP Paribas, CACIB, HSBC, MUFG +3
Project/infrastructure debt
n.d.
Apr 2026
Nscale (Norway JV)
$790M
ABN AMRO, DNB, Eksfin, Nordea, SEB
Committed project financing
n.d.
May 2026
Nebius
$775M
MUFG + bank syndicate
First senior secured facility
SOFR+2.50%
Jul 2026
Crusoe
$750M
Brookfield
Credit facility
n.d.
Jun 2025
Lambda
$500M
Macquarie, IDF
SPV asset-backed (first GPU ABS-style)
n.d.
Apr 2024
QumulusAI
$500M
Permian Labs via USD.AI
Non-recourse facility
n.d.
Oct 2025
General Compute
up to $400M
Upper90
Committed debt facility; first non-Nvidia collateral
n.d.
Jul 2026
Crusoe
~$225M
Upper90
Credit facility
n.d.
Mar 2025
Crusoe
$175M
Victory Park Capital
Credit facility
n.d.
Aug 2025
Duos Edge AI
$98.1M
USD.AI
3-yr non-recourse facility
n.d.
Jun 2026
Alpha Compute Corp (Nasdaq: ALP), formerly AlphaTON Capital Corp — British Virgin Islands
$31.9M
Undisclosed institutional lender
Non-recourse senior secured loan facility. Binding term sheet executed; definitive documentation in process as of the filing — not yet a closed facility.
n.d.
Apr 22, 2026

Ledger notes

Scope. Facilities where GPUs or GPU-heavy infrastructure serve as collateral. Excluded: datacenter-lease SPV bonds (Meta Hyperion $27.3B, TeraWulf $3.2B) and unsecured notes — tracked separately.

Milestones. First investment-grade GPU-backed financing: CoreWeave DDTL 4.0 (Mar 2026). First publicly syndicated: CoreWeave DDTL 5.0 (May 2026). Highest-rated: IREN (Fitch A, Jun 2026). First non-Nvidia (ASIC) collateral: General Compute (Jul 2026).

Aggregate. Outstanding Nvidia-GPU-collateralized lending is estimated above $20B.