Mandate II: The Financialization of Compute: GPU Clusters as Macroeconomic Collateral

The exponential expansion of artificial intelligence is transforming physical hardware and electrical baseload into critical global reserve assets. This report isolates the legal and balance sheet structuring of Compute-Backed Assets (CBAs). The analysis evaluates regulatory frameworks under the CFTC and ESMA, deconstructing how tokenized computational power is deployed as highly liquid collateral in institutional on-chain markets to unlock capital

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