Curated cross-market GPU/ai-infrastructure credit research corpus

Curated cross-market GPU/ai-infrastructure credit research corpus: hand-assembled GPU generation-by-generation depreciation and rental-value decay curves (70-80% rental value loss within two years on H100-class hardware), ratings-vs-CDS divergence series (Moody's first Aaa data-center securitization at SOFR+120bp against CoreWeave CDS at 640-700bp), securitization deal structures (facility counts, lease rates, tranche pricing), and residual-value-swap / collateral-floor pricing mechanics. Value is in the manually reconciled primary-source extraction across rating-agency, CDS, SEC-filing and rental-market feeds that no single public source carries together

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Coverage

Universe, instruments and categories.

Industry: Financial Exchanges & DataIT Consulting & Other Services
Instruments: fixed_incomestructured_products

Dataset card

Type: not stated
Format: Text (long-form analytical essays with embedded numbered citation apparatus) plus embedded charts/figures of depreciation curves and spread series; underlying extracted values are tabular in nature but published only inline in prose
Volume: ~10-20 long-form analyses per month at a few thousand words each, each carrying 15-30 numbered primary-source citations ⇒ on the order of 100-500 sourced (claim, citation) pairs monthly; the article examined here alone is ~40K characters with 26+ distinct references
Users: N/A — subscription newsletter on a hosted platform with no disclosed subscriber count; no registration statistics published on the masthead or About page
History: 2 years
Update frequency: not stated
Growth: Active — homepage shows a steady stream of recent posts and the featured analysis cites readings as recent as Feb 2026 with explicit data-freshness caveats, indicating ongoing maintenance rather than an archived blog
Launched: est. 2025-2026 — no launch date or founding statement appears on the masthead or About page; the © 2026 footer and the recency of all posts bound it to roughly the last year
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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