How USD.AI Disrupts Private Credit with On-Chain GPU Financing

How USD.AI Disrupts Private Credit with On-Chain GPU Financing

From Messari's Unqualified Opinions by Messari

February 17, 2026 · 42 min

About this episode

Conor Moore discusses how USD.AI is disrupting private credit through on-chain GPU financing.

Conor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loans. USD.AI provides financing for neoclouds and AI infrastructure companies, competing directly with traditional banks and private credit funds. The protocol has successfully originated loans backed by NVIDIA GPUs including H100s and H200s. The episode explores how USD.AI differentiated itself by focusing specifically on GPU assets rather than generalized RWA lending. Hosted by Dylan Bane Follow Messari on Twitter: https://x.com/MessariCrypto Follow Fully Diluted on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?nd=1&dlsi=ba41bca8012548df Follow Fully Diluted on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor…

People in this episode

Host: Dylan Bane

Guest: Conor Moore

Topics covered

  • on-chain credit market
  • GPU financing
  • AI infrastructure
  • neoclouds
  • private credit

Keywords

  • USD.AI
  • GPU-backed loans
  • NVIDIA GPUs
  • credit market
  • AI infrastructure

Mentioned in this episode

Organizations: USD.AI, NVIDIA, Messari, Fully Diluted

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