PREVIEWING AS LENDER · This is what Prairie Peak Credit Partners seesBack to internal

STAKEHOLDER PORTAL / PROJECT RED MESA

Project Red Mesa — Lender

Prairie Peak Credit PartnersFICTIONAL · J. Lindqvist, Credit Director

active

01 / MY NEXT STEP

Confirm prepay + guarantee meets credit box in writing

openDUE DEC 18

02 / WHAT WE NEED FROM YOU

2 open actions

T6Confirm prepay + guarantee meets credit box in writing

Dec 18

T7Send loan & security agreement draft

Jan 8

03 / WHAT CHANGED

Since your last visit

DECISION #5

Colo term = 3 years + 1 renewal (≥ offtake term)

DECISION #6

3-mo prepay + parent guarantee instead of 20% LC; +100 bps accepted (Quillfield pending)

ACTION PLAN

Your action plan

T6Confirm prepay + guarantee meets credit box in writing

Prairie Peak Credit Partners · Gate A

Dec 18

T7Send loan & security agreement draft

Prairie Peak Credit Partners · Gate B

Jan 8

SHARED DEAL STATE

Deal status

GATE ACommercialblocked

GATE BCapitalnot started

GATE CSite / colopassed

GATE DAcceptancenot started

CONTACTS

Your contacts

Your teamJ. Lindqvist, Credit Director

Hydra AI FactoryMatthew D., AI Factory lead

DELIVERY MILESTONES

Key dates

SHIP DATE · SUPERMICROFri Jun 4, 2027

READY-FOR-SERVICE · RANGEJul 12 – Aug 2, 2027

SHIP ≠ RFS

Ship Jun 4 → Dock Jun 14 → Rack & stack Jun 15–25 → Burn-in Jun 28–Jul 5 → Acceptance Jul 9 → RFS Jul 12–Aug 2.

LENDER / CONDITIONS PRECEDENT

Draw tracker

Draw 1 · dock + serial checkJun 14, 2027

Draw 2 · acceptance + verificationJul 9, 2027

A 150-day longstop from Feb 12 lands on Jul 12 — the first day of the RFS window. Sep 30 extension requested.

SHARED REPOSITORY

Your documents

View all

Hidden from this view: Offtake negotiation history, Hydra internal risk notes, other lenders.