Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.
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datagravity.devLatest Issues
How Nvidia Franchised the Cloud
Nvidia gives away the software you need to run an inference cloud: TensorRT-LLM, Dynamo and NIM, plus the open-source vLLM and SGLang that it contributes to. The franchisee buys the GPUs and brings the data center. That is Nvidia’s franchis...
The GPU Depreciation Curve
Special thanks to Wayne at Ornn for the data behind this piece.
Thesis. This summer’s GPU shortage split the market in two. Old GPUs are holding their value. The newest GPUs earn a scarcity premium that the market expects to fade. Mem...
How Long Does a GPU Last?
In brief
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The hardware lasts longer than either side of the depreciation debate assumes. The operators have the fleet data.
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A GPU’s earning power is front-loaded in a way no hyperscaler’s depreciation schedule reflects.
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Hypers...
The 10 Companies AI Can't Scale Without
In brief
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Two kinds of chokepoints: technology monopolies and capacity monopolies. ASML owns the first kind. Blackstone has assembled the largest position in the second. None of the ten can be routed around inside 24 months.
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Growth...
How the GPU Became Collateral
Bottom line
GPU debt went from ~14% private credit in 2023 to A3 / SOFR+225 in 2026. More than $20B of GPU-backed facilities have been announced.
The market learned that the real collateral is contracted cash flow. Cor...
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