LK GREEN CAPITAL
COMPUTE TERMINAL
Sign inFree PrimerStart 7-day trial

← All eleven instruments

Instrument 02 · weekly

AI-Infra Credit Stress Index

Built on three views of the debt financing the buildout: a funding-cost ladder ordered by who stands behind the cash flows (investment-grade, contract-anchored loans through BB contract-backed facilities, high-yield notes and converts), the debt-maturity wall by year, and contract cover — contracted backlog divided by debt. Quarterly Credit Teardowns go name by name.

HEADLINE READING

First reading at launch

index level

Headline readings are public to every visitor.

CADENCE
Weekly
INPUTS
Financing tape of loans, bonds, converts and joint ventures; bond prices; backlog disclosures
OUTPUT
Index level, ladder, maturity wall, cover ratios
ACCESS
Level public weekly; components Plus; teardowns Pro

Method

  1. Funding-cost ladder: the latest all-in cost by who stands behind the cash flows (hyperscaler-anchored, investment-grade lab or enterprise, unrated lab, merchant) and by instrument, with the spread between rungs.
  2. Debt-maturity wall: principal by maturity year and issuer, net of scheduled amortisation, rebuilt bottom-up from each issuer's latest 10-Q debt note.
  3. Contract cover: contracted backlog divided by debt principal, by issuer.
  4. Index level, components and three-month range are published together.

Caveats

  • No aggregate maturity wall is published until every issuer's note has been rebuilt bottom-up.

Revision log

No method changes since launch.

Every change to this method will be dated and recorded here.

Methodology published by Compute Terminal. Not investment advice.