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 · OEM & HARDWARE SUPPLIERS

You promised delivery on a hardware roadmap that resets before the order ships.

You carry long lead times, allocation commitments and warranty exposure against customers whose own contracts move faster than the hardware cycle. Arqis prices what a delivery slip or a generation reset actually costs you, on both sides of the order.

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120 days
a single transformer or GPU delivery slip that reprices everything downstream of it
$28.5M
of contracted revenue and 64MW put at risk by one worked delivery-slip example
2–3
hardware generations a typical multi-year supply commitment will outlast
How Arqis is used

One delivery slip, traced to contractual and financial consequence

A single change on your delivery schedule cascades through EPC, commissioning, tenant fit-out and lease triggers, usually discovered by the customer, not the supplier.

01

A new commitment

Before you sign a multi-year allocation or supply agreement, know your warranty exposure and the termination cost if you slip.

"What does a 90-day slip on this order cost us in liquidated damages?", priced before signature.
02

The signed book

Read your supply agreements against your own allocation and manufacturing roadmap, not the customer's assumptions about it.

A warranty clause tied to a generation you no longer manufacture, still technically in force.
03

Facts changed

An allocation shortfall, an export-control update, or a generation reset, and every affected order re-rates automatically.

One transformer slips 120 days: $28.5M of downstream contracted revenue and 64MW at risk, flagged the same day.
Risk coverage

What a purchase order doesn't price

Delivery and allocation risk sits upstream of every AI infrastructure contract, and is rarely priced explicitly at signature.

Delivery
ALLOCATION · LEAD TIME

Allocation slips and lead-time risk determine whether the customer's own commitments can be met on schedule.

Regulatory
EXPORT CONTROLS · END-USE

Export-control and end-use restrictions can attach to the hardware itself, independent of the commercial terms.

Counterparty
CUSTOMER CONCENTRATION

A small number of large orders can concentrate your own delivery risk more than your contracts assume.

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

Send us your riskiest open order. We'll price the downstream exposure in a day.

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