GPU I LP owns NVIDIA GPU servers and leases them to AI cloud service providers under multi-year contracts. We own the infrastructure every AI company requires — backed by hard assets and contractual cash flows.
Jensen Huang announced $1 trillion in GPU orders through 2027. Amazon committed $220 billion to AI infrastructure in a single year. Microsoft has $80 billion in unfulfilled cloud orders — not because demand softened, but because they cannot build data centers fast enough.
Rather than speculating on which AI application wins, GPU I LP finances the physical infrastructure they all depend on — NVIDIA GPU servers backed by contractual cash flows and hard asset collateral. For every failed Pets.com, there is a successful Chewy.com — but they all need servers.
$5T+
Projected AI data center capex through 2030 (McKinsey)
$1T
NVIDIA GPU orders through 2027
26.5%
GPU-as-a-Service CAGR through 2030
30%
Gross IRR - Over Three Years of Experience
2.5x
Gross MOIC
24%
Net IRR
Return of capital first. Every deal is structured to return principal in roughly three years - before we talk about upside. Quarterly distributions start with the first quarter after deployment. No J-curve.
Real collateral. The fund owns the servers (or lends against them, first and second lien). In a default, the assets re-lease or sell.
Underwriting most funds can’t do. Our Managing Partner appraises GPU infrastructure professionally through Value Prism Consulting. We price the collateral ourselves - generalist managers guess at it.
Alignment you can verify. Significant personal capital invested alongside LPs. 7% preferred return before any carry.
Track record, not thesis. Over three years of experience with 30% gross IRR.
Capital that understands your assets. We appraise GPUs for a living. Our financing reflects real utilization economics and residual values - not a bank’s standard haircut.
The check sizes you actually need. $1M-$3M deployments, structured as leases or first/second-lien loans. Big lenders won’t underwrite this size; we built the fund for it.
Speed. You talk to the decision-maker. No credit committee, no months-long process.
Aligned on the long tail. Profit sharing after principal repayment means we win when your utilization wins. End-of-contract salvage buyout options keep the assets working for you.
A network, not just money. 70+ active CSP dialogues, OEM partnerships, and 15 years inside the hyperscale datacenter ecosystem.
GPU I LP is a Reg D offering available to accredited investors. Contact us to receive our investor deck and discuss current deal flow.
Marek Omilian, CFA — Managing Partner
[email protected] | 404.307.8194
This website is for informational purposes only and does not constitute an offer to sell or solicitation to buy securities. GPU I LP interests are offered only to accredited investors pursuant to Regulation D under the Securities Act of 1933. Past performance is not indicative of future results. All projected returns are forward-looking and subject to risk. Please refer to the Private Placement Memorandum for complete terms, conditions, and risk factors.