The future in which the buildout loses money outright, the tail of the four. It would be announced by two consecutive years of falling energized additions, cancellations of blocks of capacity that had been financed, downgrades or a neocloud default, and shutdowns ordered rather than negotiated. Chapter 14.
From The AI Compute Race. Read the book
The book uses this term in a sense of its own.
Defined in Chapter 14 — The Convergence.
Where the book uses it
- Chapter 14 — The Convergence
One campus, Meta’s Hyperion, run through four possible futures to show how science, power, money and permission meet in the price of an accelerator-hour.
Where the record uses it
- Scorecard indicator CoreWeave 2026 borrowing spread ladder
Also discussed in
Related terms
From the glossary of The AI Compute Race.
How to cite this page
Dryburgh, Lee S. “Distressed asset.” In The AI Compute Race. DRYBURGH. https://dryburgh.com/vol1/glossary/distressed-asset (accessed 2026-11-01).
BibTeX
@misc{dryburgh-distressed-asset-2026,
author = {Dryburgh, Lee S.},
title = {{Distressed asset}},
howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
year = {2026},
url = {https://dryburgh.com/vol1/glossary/distressed-asset},
note = {Accessed 2026-11-01}
}