STAKEHOLDER PORTAL / PROJECT RED MESA
Project Red Mesa — Offtaker
Quillfield Inference Co.FICTIONAL · S. Patel, VP Infrastructure
01 / MY NEXT STEP
Respond to credit-support proposal (3-mo prepay + parent guarantee)
openDUE DEC 18
02 / WHAT WE NEED FROM YOU
3 open actions
T1Upload trailing-12-month financials for lender
T2Respond to credit-support proposal (3-mo prepay + parent guarantee)
T3Complete KYC/AML forms
03 / WHAT CHANGED
Since your last visit
DECISION #3
Lead time 19 → 32 weeks; RFS moved to Jul 12–Aug 2, 2027
DECISION #6
3-mo prepay + parent guarantee instead of 20% LC; +100 bps accepted (Quillfield pending)
DOCUMENT UPDATE
Term Sheet v2 adds a credit-support section.
ACTION PLAN
Your action plan
T1Upload trailing-12-month financials for lender
Quillfield Inference Co. · Gate B
T2Respond to credit-support proposal (3-mo prepay + parent guarantee)
Quillfield Inference Co. · Gate A
T3Complete KYC/AML forms
Quillfield Inference Co. · Gate B
SHARED DEAL STATE
Deal status
GATE ACommercialblocked
GATE BCapitalnot started
GATE CSite / colopassed
GATE DAcceptancenot started
CONTACTS
Your contacts
Your teamS. Patel, VP Infrastructure
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 ≠ RFSShip Jun 4 → Dock Jun 14 → Rack & stack Jun 15–25 → Burn-in Jun 28–Jul 5 → Acceptance Jul 9 → RFS Jul 12–Aug 2.
Why RFS is a range
RFS follows dock, installation, burn-in, and signed acceptance; shipping alone does not start service.
SHARED REPOSITORY
Your documents
Hidden from this view: Capex, loan terms, investor IRR, Hydra fee, other bidders, colo pricing.
SCHEDULE LOGIC
Worked back from RFS window
RFSJul 12–Aug 2
AcceptanceJul 9
Burn-inJun 28
RackJun 15
DockJun 14
ShipJun 4
POOct 23
Gate CNov 20
Latest safe dates Gate A · Jan 15 Gate B · Feb 12
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.