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 · NEOCLOUDS & GPU CLOUDS

Your obligations are contracted for five years. Your revenue is contracted for eighteen months.

Arqis is risk intelligence and compliance for GPU and AI cloud contracts: underwriting the commitment before you sign it, re-underwriting the book you already signed, and re-rating both as credit, allocation, power and export rules move.

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18mo vs 5yr
typical customer contract length against the GPU and power commitments standing behind it
60–85%
minimum utilisation floors now appearing in take-or-pay compute structures
$14–16M
construction cost per MW for high-density builds, passed through to you
How Arqis is used

Three ways in, one risk record

Start with whichever commitments worry you most. The graph, the methodology and the audit trail are the same whichever way you come in.

01

A new commitment

Before you sign a GPU order, a colocation lease or an anchor customer deal, get exposure in dollars and GPU-hours, not just a redline.

"Should we take this 60% utilisation floor?", priced before signature.
02

The signed book

Match contracted cost against contracted revenue, by duration and by cluster, across your GPU supply and customer contracts.

"What does one lost customer do to a covenant?", answered from one register.
03

Facts changed

Allocation slips, a site's energisation date moves, or a customer's credit weakens, and the affected commitments re-rate automatically.

A 120-day energisation delay reprices $28.5M of contracted revenue, flagged the same day.
Risk coverage

A customer credit check covers one risk in eight

Eight risks sit inside every compute commitment. Counterparty, contract and regulatory dependency are covered today, on one shared graph.

Regulatory
EXPORT CONTROLS · JURISDICTION

Where the GPUs sit and who may use them moves under export-control and data-sovereignty rules.

Counterparty
CUSTOMER CREDIT · CONCENTRATION

Two customers can carry most of the revenue, and one is often venture-funded.

Contract mismatch
DURATION · RESET · MFN

A five-year obligation sitting under an eighteen-month customer commitment.

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

Bring us your riskiest live commitment. We'll show you the exposure in a day.

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