Aethir ACCELERATE starts with signed demand: planning mid-sized B300 and GB300 sites in the US and Europe, placed where | Hanami
Aethir ACCELERATE starts with signed demand: planning mid-sized B300 and GB300 sites in the US and Europe, placed where our network already has demand.
Full breakdown: https://aethir.com/blog-posts/gpu-financing-explained-aethir-builds-on-signed-demand
Reply to @AethirCloud: The largest buyers lease.
The ~$40B SpaceX GPU finance lease with Apollo repays each tranche over ~5 years, and a $63B vehicle will lease Broadcom chips to Anthropic.
Lenders now price compute as infrastructure.