BARKR RESEARCH SERIES
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Data-driven outlooks on hard-asset markets — pricing, liquidity and long-term value across the asset classes lenders care about.
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Why is NVIDIA so confident in long-term GPU values?
NVIDIA is backing AI infrastructure financing and, in selected deals, supporting part of the residual value gap. We examine why live GPU systems hold their value, and who can price that risk independently enough for markets to trust the answer.
PDF · 9 pages · 18 data sources · Aug 20, 2026
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Aug 20, 2026 · PDF
Why is NVIDIA so confident in long-term GPU values?
NVIDIA is backing AI infrastructure financing and, in selected deals, supporting part of the residual value gap. We examine why live GPU systems hold their value, and who can price that risk independently enough for markets to trust the answer.
Apr 15, 2026 · PDF
GPU Resale vs Rental: Robust, Divergent Markets
Where 2023/24 was defined by scarcity, the GPU resale and rental markets have since bifurcated. We set out why resale is the steadier indicator of long-term asset value, and what that means for collateral.
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