Finance Connect Podcast: Bernie Margulies

As investment in artificial intelligence accelerates, AI-linked debt is surging, raising questions about the risks of financing the infrastructure behind the boom. So what does this mean for equipment finance providers looking to finance the technology powering AI?

Richard O’Donohue speaks with Bernie Margulies about the growing market for GPU financing and how lenders can manage risk in this emerging asset class.

The conversation explores the rise of NeoClouds, assessing GPU asset values, the role of residual value insurance and how project finance techniques can support AI infrastructure investment.

The discussion also covers:

• What lenders look for when financing GPUs and data centre equipment
• Why forecasting GPU residual values presents particular challenges
• How project finance techniques are being adapted to support AI infrastructure investment
• Lessons from previous technology leasing markets

With opportunities growing, Bernie shares an important message for equipment finance providers: don’t rush in - understand the market, assess the risks and find the right transactions.

Listen now: