Unlocking Liquidity and Yield with InfraFi

In DeFi, capital typically moves in two directions: depositors provide liquidity, while borrowers seek funds. Yet traditional DeFi rarely supports tangible, productive infrastructure—assets powering critical sectors like AI compute, renewable energy, and decentralized telecom.

Launching this May, USD.AI is a synthetic dollar backed by tokenized U.S. Treasuries and infrastructure-backed loans, reshaping how infrastructure assets access capital and how depositors earn yield through the innovative InfraFi model.

Why Addressing the Infrastructure Gap Matters

Rapid growth in AI and renewable energy is creating significant infrastructure shortfalls. Industry reports estimate that demand for GPU compute power for AI workloads is increasing by 25–30% annually, outpacing supply expansions, which lag behind due to traditional funding constraints and supply chain bottlenecks. Renewable energy projects face similar hurdles, with a global funding gap projected to reach $400 billion annually by 2030, according to recent market studies. Telecom networks also require new financing models to meet a forecasted 20–25% annual growth in decentralized connectivity infrastructure.

USD.AI addresses these critical gaps through InfraFi, providing essential liquidity and helping vital infrastructure scale quickly and efficiently to meet global demand.

For Borrowers: InfraFi Enables Liquidity Without Losing Utility

Operators of real-world hardware in AI computing, renewable energy, and telecommunications face significant capital needs due to surging demand. USD.AI's InfraFi approach addresses this by enabling asset tokenization through the CALIBER framework:

• Tokenize Infrastructure: Owners tokenize physical assets (GPUs, solar panels, telecom hardware) as ERC-721 NFTs, creating enforceable, on-chain collateral.
• Maintain Operational Use: Through bailment agreements, borrowers retain operational use of their equipment while accessing liquidity.

This innovative InfraFi model allows infrastructure operators to scale without equity dilution or slow traditional financing.

For Depositors: Real Yield through InfraFi-Backed Assets

USD.AI offers depositors two tailored asset options:

• USDai: A stable, non-yield-bearing synthetic dollar backed by tokenized U.S. Treasuries (via the M^0 protocol), suitable for capital preservation and composable DeFi strategies.

• sUSDai: A yield-bearing synthetic dollar, earning from tokenized U.S. Treasuries and infrastructure-backed loans, providing stable, sustainable returns from productive, real-world assets.

InfraFi ensures depositors earn predictable yields linked directly to essential physical infrastructure.

USD.AI: Bridging Finance with Real-World Infrastructure

USD.AI and InfraFi represent a transformative financing model specifically designed to fuel growth in productive real-world assets. By directly linking DeFi liquidity with tangible infrastructure, USD.AI creates a sustainable financial ecosystem.

With the USD.AI app launching this May, borrowers and depositors can directly engage in supporting essential infrastructure, closing critical financing gaps, and enabling growth that benefits everyone. Follow us on socials or join our Telegram community to get access to exclusive updates!