Industrial Development Funding (IDF)转发了
I've followed the entry of a few new asset classes into the project/infrastructure finance market over the years. But GPU deployments are genuinely exciting and challenging - and are probably the best way for this market to get exposure to the AI boom - for good or for bad. Thanks so much to Dan Bartfeld at Milbank LLP and Nik N. at Industrial Development Funding (IDF) for their insights in my latest Proximo Infra article ($).