Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang

I'm back in the studio Akash, man. Prison gates won't open up for me. Hello, everyone. Welcome back to Semi Analysis Weekly. We're here with episode number 21. I've got

the crew from Singapore to talk about everything. So in this episode, we're gonna talk about video backstops. We'll start by discussing the problem statement, explain what a backstop is, how it's structured, how people are pricing GPU loans, as well as other things to backstop these data center build outs, go through a couple of examples in the Asia Pacific region, some of the tools that lenders are gonna need in the future, and finally, the impact on Nvidia's financials. So no better team to dig into this than our team that works on Cloud TCO every day, including Mr. Dan Nishbahl. Dan, can yo