AI Infrastructure Financing

AICreditInfrastructureWalkthrough

If AI data-center loans go bad, who holds the bag?

This is an interactive credit memo on GPU-backed loans and data-center securitization. You inspect recovery assumptions and provenance-tagged figures. It is research you can click through, not a live underwriting system.

Technical Interactive credit work on GPU-backed term loans and data-center securitization; provenance-tagged figures, recovery scenarios, and Agent Mode exports support inspection of the underwriting chain.

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Source

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Demos

Short and full walkthroughs play inline on the project page.

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Interactive Demo

Credit research report

AI infrastructure financing, with provenance

Explore GPU-backed term loans, data-center securitization, an interactive recovery model, and crisis comparisons. Standalone mode keeps Agent Mode exports and Display light/dark controls; the portfolio embed hides that chrome.

RuntimeStatic HTML and JavaScript

ObserveMarket map, financing ladder, recovery model

Exportsllms.txt · agent.json

CompanionsResearch · Essay

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Video demos