ChipTelemetry chip-backed loan

Valor Compute Infrastructure / xAI GB200 lease (Apollo)

Borrower: VCI Asset Holdings 1 LLC, a vehicle of Valor Compute Infrastructure L.P. (fund managed by Valor Equity Partners); lessee is CTC, a subsidiary of xAI (now part of Space Exploration Technologies Corp.)

Name
Valor Compute Infrastructure / xAI GB200 lease (Apollo)
Borrower
VCI Asset Holdings 1 LLC, a vehicle of Valor Compute Infrastructure L.P. (fund managed by Valor Equity Partners); lessee is CTC, a subsidiary of xAI (now part of Space Exploration Technologies Corp.)
Size
$3.5B loan inside a $5.4B GPU purchase-and-lease
Status
Steady

All chip-backed loans

The full record is for subscribers

Subscribers see the chips pledged, their useful life, the lenders, pricing, maturity and the source documents.

Not investment advice. Figures come from public filings. Read the weekly brief