USD.AI September Recap: More Capital, More Compute, More Distribution
September pushed USD.AI into new highs across GPU-backed lending and DeFi distribution.
By the Numbers
As of publication:
- $659M+ TVL
- $420M+ lifetime deployed
- 6.9% net APY
- $128.9M largest GPU financing facility to date
- $54.4M Hydra Host loan funded
- $40M revolving facility from K3 Capital
Loan Book Growth
Largest Facility Yet: $128.9M
USD.AI announced its largest facility to date: $128.9M financing 32 GB200 NVL72 systems in BC, Canada.
The facility is backed by an investment-grade offtaker, with 6.5% in escrow and 9% once funded.
Hydra Host: $54.4M Funded
The $54.4M Hydra Host loan moved from escrow to funded after 1,040 B300s were deployed and verified.
Now yielding 10%.
Additional $10M B300 Loan
USD.AI also funded a $10M loan to a high-performance AI infrastructure platform.
The loan is backed by 192 B300s and earning 13% rate.
DeFi Distribution
USDai and sUSDai are now live on Solana, starting with venues through Jupiter Lend and Kamino’s Allez-managed vault.
On mainnet, sUSDai liquidity continues to deepen on Fluid, while Morpho now offers curated exposure through Bitwise’s Premium RWA vault and Re7’s Frax-USD.AI Ecosystem vault.
Explore all available markets: app.usd.ai/allo?tab=opportunities
More Ways to Earn Yield and $CHIP
Binance Wallet
PYUSD/sUSDai strategy is now live on Binance Wallet DeFi, with $300K in $CHIP rewards for the first 30 days.
Robinhood Learn & Earn
Complete the Learn & Earn campaign in the Robinhood app. Learn more about USD.AI and earn $CHIP.
Capital Efficiency
USD.AI secured a $40M stablecoin revolving debt facility from K3 Capital, collateralized by sUSDai.
The facility supports short-term credit needs and helps manage the mismatch between longer-duration GPU loans and faster-moving onchain liquidity.
What’s Next
October started with the launch of GLX, USD.AI’s GPU Loan Exchange.
GLX connects compute-backed loans with institutional capital, creating another path to recycle capital back into sUSDai more quickly without compromising yields.
It marks the beginning of the next chapter in building the capital markets for compute and bringing yield from the AI buildout onchain. More to come.