USD.AI
ClaimUSD.AI is a platform that originates, underwrites, and places GPU-backed loans, connecting AI infrastructure operators who need financing with institutional capital providers seeking yield.
Key numbers · TVL $330M · per DefiLlama · updated Sep 23
Overview
USD.AI provides asset-backed loans for GPU deployments, typically covering up to 80% of hardware value over three to five years, to operators such as neoclouds, HPC providers, and data center operators. On the capital side, it operates GLX, a marketplace where institutional investors such as private credit funds, family offices, and banks can access already-originated and serviced GPU loans. Underwriting is handled by Compute IQ, a programmatic scoring system that evaluates each deal on a 100-point scale to set pricing and rates.
Recent activity
On October 2 USD.AI sold its first loan through GLX, the $98.1 million Duos Edge AI facility, to an institutional buyer.
Now live on Solana with USDai and sUSDai via Jupiter Lend and Kamino's Allez-managed vault.
Has received more than $25 billion of inbound loan demand since launch.
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Launches GPU Loan Exchange (GLX) connecting compute loans to institutional capital markets.
Processed more than $400M of GPU financing transactions in the last year.
Announces inaugural GLX loan sale: $98M GPU financing on behalf of Duos Technologies.
Wants funds interested in GLX, season-and-sell, or GPU-backed credit to contact hello@usd.ai.
Expanded from Arbitrum across Ethereum, Plasma, Base, and now Solana.
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Now supports Solana via LayerZero, extending sUSDai cross-chain beyond EVM ecosystems.
Reached over $2.05 billion in aggregate cross-chain transfer volume via LayerZero as of September 2026.
Uses LayerZero's Omnichain Fungible Token (OFT) Standard to move USDai and sUSDai across supported networks.
Discloses financing partnerships with QumulusAI, Duos Technologies, Sharon AI, Corvex, NexGen Cloud, Hydra Host, and Crucible Capital.
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Approaching $650 million in TVL, with nearly $550 million in sUSDai.
Earlier
Offers ALLO points plus additional USD.AI incentives for eight weeks after Solana launch
Announced a $128.9 million GPU financing facility, its largest loan originated to date.
Partners with Bitwise, a crypto asset manager with $9 billion in client assets, as liquidity curator
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Now live on Arc as a Day 1 launch partner with USDai and sUSDai available
Proof of Loans attestation covers loans designated as active as of July 15, 2026.
TVL passed $659M in September with a $128.9M facility and $54.4M Hydra Host loan funded.
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Launched USDai and sUSDai on Solana with Jupiter Lend, a Kamino vault by Allez Labs, and Exponent fixed-rate markets.
Expanded cross-chain with LayerZero to Solana after more than $2B in cross-chain volume.
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Wants hardware vendors and distributors to refer operators planning purchases
Wants hosting providers to share site and colocation arrangements for financing review
Wants infrastructure partners to introduce operators for GPU financing
Now supports custodians Copper, Fireblocks and Anchorage Digital
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Now uses Chronicle and Chainlink for market data and Cantina, Spearbit, Immunefi for security
Now supports integrations with Arbitrum, LayerZero, Plasma and Ethereum networks
Now supports wallets Coinbase Wallet, Binance Wallet, OKX Wallet and Coin98 Wallet
Wants product and engineering teams for technical integration partnerships with USD.AI products.
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Wants fintech partners such as payments, exchange and financial-platform teams exploring distribution or product relationships.
Wants infrastructure partners: hardware vendors, distributors, hosting providers and compute marketplaces to refer operator demand.
Featured a $128.9M financing deal in British Columbia, Canada
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Featured a $98.1M financing deal in Columbus, Georgia, USA
