How Long Are GPU Clusters Financed?

Evan Conrad says GPU clusters in the broader market are financed for three to five years, and the payments cover that period. On the SF Compute order book, a block of capacity can run for any length of time. A buyer can take the next hour, the stretch from right now to the next hour, or the stretch from right now out to three years, and any span in between. Five years is available technically.

A block is paid entirely upfront. A longer-term lease is not. The cash flow on those longer blocks still needs more work. The priority is capacity further out, because the goal is a forwards curve with a lot of liquidity.