The Real AI Play: Infrastructure
July 24, 2025
The Real AI Play: Infrastructure
The next big opportunity in AI isn’t another model; it’s the supercomputers fueling them. While most headlines fixate on software-level breakthroughs, superior returns exist in the backbone of those innovations: GPU infrastructure.
In the Substack below, Kai Golden, Managing Director of Hydra Capital, breaks down why bare metal GPU clusters are emerging as a powerful alternative asset class. With 30%+ IRRs, fast paybacks, and the depreciation benefits of direct ownership, they offer a compelling response to the rising costs and opaque pricing of public cloud providers.
Hydra Host is making this opportunity more accessible than ever. Our financing solutions and GPU calculator are designed to help investors and operators underwrite and scale infrastructure with speed and confidence. If you're serious about supporting the AI boom and capturing yield through high-performing hardware, this is where the real play begins.
