Compute Collateral
Research

Research for subscribers

Instrument-level research written for institutional subscribers. Every piece below shows its title, date and abstract publicly; the text is released to subscribers.

Open commentary is published separately, in Silicon Duration, and is free to read in full.

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Subscriber research, newest first
Published Title
Advance rates in equipment-backed compute facilities: a survey of nine 2024–25 vintages
Where the take-out comes from if securitisation issuance stalls