technical due diligence
2 articles

GPU Take-or-Pay Contracts: Performance Risk and Cash Flow
A 2026 lender-focused guide to GPU take-or-pay contracts, linking acceptance tests, service credits, termination rights and restoration evidence to collectible cash flow and debt service.
October 14, 2026• 23 min read
gpu take-or-pay contractsgpu offtake agreementsgpu infrastructure financing

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