Arqis
Solutions ▾
Neoclouds & GPU cloudsGPU supply and customer offtake Data-centre & AI infrastructure operatorsLeases, power and tenant concentration OEM & hardware suppliersDelivery, allocation and warranty exposure Banks, funds & private creditGPU-backed financing and covenants Infrastructure funds & investorsCross-border AI infrastructure capital Insurers & reinsurersStructured exposure and accumulation AI labs & compute buyersFrontier training and inference deals
How Arqis is used Risk coverage Pricing Extensions Methodology Security
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SOLUTIONS · BANKS, FUNDS & PRIVATE CREDIT

The collateral behind your GPU financing depreciates faster than your covenant package assumes.

When you finance GPUs, data-centre construction or compute offtake, you are underwriting collateral whose value curve, allocation status and regulatory exposure can all move inside the life of the facility. Arqis re-prices your exposure as those facts change, not just at origination.

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$14–16M
construction cost per MW for high-density builds, financed well before a tenant is bound
2–3
hardware generations a typical facility term will outlast, each resetting residual value
Continuous
the shift covenant and borrowing-base monitoring needs to make on GPU-backed facilities
How Arqis is used

Financing and covenant risk, priced continuously

Origination diligence, the facilities already on the book, and the facts that move the collateral underneath them.

01

A new commitment

Origination diligence on a GPU-backed facility, construction loan or compute-offtake financing, priced in dollars and hardware-hours.

"What's this collateral worth in 18 months, on this hardware cycle?", priced before the term sheet.
02

The signed book

Read the facility's covenant package against the borrower's own supply and customer contracts, not just the borrower's financials.

A borrowing-base test that assumed a customer contract still in force. It isn't.
03

Facts changed

A borrowing-base test, a generation reset or a customer concentration shift, and the facility's risk position re-rates automatically.

A next-generation chip launch resets residual value across a facility's collateral pool, flagged same day.
Risk coverage

What origination diligence doesn't carry forward

GPU and data-centre financing concentrates risk that moves faster than a standard annual covenant review.

Capital
BORROWING BASE · COVENANT RESET

Utilisation, collateral value and coverage tests move against the facility independently of the borrower's credit.

Counterparty
BORROWER · CUSTOMER CONCENTRATION

The borrower's own customer concentration determines whether the revenue behind the facility is actually there.

Delivery
RESIDUAL VALUE · HARDWARE ROADMAP

Generation resets and allocation delays change what the collateral is worth well before maturity.

What it costs → All eight risks, and what is covered today → Who uses it, and how → How your contracts are handled →

Send us one facility on your GPU or data-centre book. We'll re-price the collateral risk in a day.

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