Arqis
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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 · INSURERS & REINSURERS

The next hardware generation lands, collateral value moves, and nobody can price the downside.

When you write residual-value, business-interruption or performance cover on GPU and data-centre assets, you are underwriting a depreciation curve and a delivery schedule you do not control. Arqis prices what that curve is worth today, and what changes it.

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2–3
hardware generations a typical policy term will span, each resetting the insured asset's value
$28.5M
of downstream contracted revenue exposed by a single 120-day delivery slip, in one worked example
2 levers
the two levers that actually move residual-value exposure, priced explicitly rather than assumed
How Arqis is used

Insurance and residual value, priced against the contracts behind them

A policy underwritten once at binding is a snapshot. Arqis keeps the determination current against the supply and customer contracts the asset actually depends on.

01

A new commitment

Before binding a residual-value or performance policy, get the exposure priced against the underlying supply and customer contracts, not just the asset schedule.

"What's this GPU cluster worth if the next generation lands on schedule?", priced before binding.
02

The signed book

Read the policy's exposure against the insured's own supply, lease and customer contracts as they stand today.

A performance warranty tied to a customer contract that was renegotiated after binding, unnoticed until claim.
03

Facts changed

A generation reset, a delivery slip or a customer's credit position shifts, and the insured exposure re-rates automatically.

A next-generation chip launch resets residual value across a book of policies, flagged the same day it's announced.
Risk coverage

What a residual-value schedule doesn't price

The insured asset's value depends on contracts the insurer doesn't usually see at binding, and rarely re-checks after.

Underwriting
SUBSTITUTION · PERFORMANCE RESET

The next generation lands, collateral value moves, and the substitution or reset lever needs to be priced, not assumed.

Delivery
ALLOCATION · HARDWARE ROADMAP

Delivery slips on the insured asset's own supply chain change the loss profile before a claim is ever filed.

Counterparty
CUSTOMER CONCENTRATION

The revenue behind the insured asset can concentrate in one or two customers without the policy ever being repriced.

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

Send us one policy on your GPU or data-centre book. We'll re-price the residual-value exposure in a day.

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