Electron Economics

Electron Economics

Everything under the GPU lasts longer than the contract that pays for it

Nvidia will guarantee land, a retail power contract, transmission upgrades and the shell. No disclosed instrument reaches the generating asset.

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ElectronEconomics
Aug 28, 2026
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Behind it sits a 20 to 25-year engine fleet being ordered into a compute market whose hardware is depreciated over six.

Related reading: Nvidia is starting to insure the residual-value problem Michael Burry identified, Crusoe lost, and ERCOT curtailment is now sized to the meter, not the generator, and the residual value put Nvidia hasn’t priced.

Nvidia p…

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