What do you need from us?

A list of the collateral: server model, quantity, purchase date and price, and each loan or lease balance with its LTV covenant. Serial numbers help but are optional. A spreadsheet is fine.

Where do the marks come from?

Completed resale transactions, not asking prices, for every component in the rack: the same data behind the Rack Report, 600,000+ secondary-market data points, updated monthly.

Is this a full appraisal?

No. It is a third-party desktop mark from market data, with no site visit. When a position is flagged, we can scope a full appraisal or technical due diligence on it.

Lenders, lessors and funds holding loans or leases secured by GPU servers, who need a current value between closing and maturity.

GPU Collateral Monitoring

Quarterly marks on your GPU loans and leases: what the collateral is worth, LTV against your covenant, and what changed.

Get your portfolio marked Read the Rack Report

Sample quarterly report (illustrative)

Asset	Units	Mark	Since last quarter	LTV (covenant 75%)
HGX H100, 8 GPUs	32	$6.2M	-6.8%	81% · over covenant
HGX B300, 8 GPUs	64	$26.9M	-3.1%	58%
HGX H200, 8 GPUs	40	$13.9M	-1.2%	66%

Every report shows each asset's mark, the change since last quarter, and loan-to-value against your covenant, with the flagged positions first.

The value you lent against has moved.

GPU servers lose value faster than most equipment, and a covenant is usually set against a value nobody has checked since closing. By the first annual review, the loan-to-value you approved may not be the one you hold.

Send us your asset list once. Each quarter we mark every asset to the current market, test loan-to-value against your covenant, and flag what moved. When a mark moves enough to matter, we can scope a full appraisal or due diligence.

Want your portfolio marked?

Tell us about the portfolio: what you hold, how many loans or leases, and your covenants. We will scope it out with you.

Prefer email? hello@amcompute.com

Collateral monitoring questions

What do you need from us?: A list of the collateral: server model, quantity, purchase date and price, and each loan or lease balance with its LTV covenant. Serial numbers help but are optional. A spreadsheet is fine.
Where do the marks come from?: Completed resale transactions, not asking prices, for every component in the rack: the same data behind the Rack Report, 600,000+ secondary-market data points, updated monthly.
Is this a full appraisal?: No. It is a third-party desktop mark from market data, with no site visit. When a position is flagged, we can scope a full appraisal or technical due diligence on it.
Who is it for?: Lenders, lessors and funds holding loans or leases secured by GPU servers, who need a current value between closing and maturity.