private credit
2 articles

Neocloud Due Diligence: Data Room Red Flags for GPU Loans
A 2026 neocloud due diligence guide for GPU lenders: reconcile serial inventories, power milestones, acceptance logs and revenue evidence with an illustrative cross-document workbook and credit-committee exception workflow.
October 14, 2026• 25 min read
neocloud due diligencegpu loan due diligencegpu collateral verification

GPU-Backed Debt: CoreWeave, Lambda and Crusoe Disclosures
A 2026 primary-source analysis of GPU-backed debt: CoreWeave, Lambda and Crusoe commitments, drawings, collateral, recourse, commissioning milestones and gaps in public covenant disclosures.
October 14, 2026• 24 min read
gpu backed debtgpu collateral loanscoreweave debt