USD.AI (@USDai_Official): USDAI June Recap: $98M Loan, $100M Liquidity Facility, APAC Expansion

USDAI June Recap: $98M Loan, $100M Liquidity Facility, APAC Expansion June expanded the market around USDAI on multiple fronts: larger GPU-backed loans, deeper sUSDai liquidity, new institutional support, and APAC origination. The protocol announced its largest loan to date, crossed $20M in cumulative yield, launched a $100M sUSDai liquidity facility with Fluid, and formed a new APAC financing JV with BSQ Capital Partners. By the Numbers $98.1M loan for Duos Edge AI’s 2,304 B300 GPUs. $34M NexGen Cloud facility (768 B200 GPUs) moved from escrow to funded $20M+ cumulative yield $100M sUSDai liquidity facility with Fluid $300M APAC JV target, with a path to $1B 2026 YTD report: $44.6M protocol ARR and $13B borrower pipeline Loan Book Growth Duos Edge AI: New Largest Loan June’s largest credit milestone was the $98.1M GPU-backed loan for Duos Edge AI, a subsidiary of Duos Technologies (NASDAQ: DUOT). The facility finances 2,304 NVIDIA B300 GPUs, making it USDAI’s largest loan to date and a new high watermark for the protocol’s compute financing business. NexGen Cloud: $34M Loan Funded The $34M NexGen Cloud facility moved from escrow to funded in June. The facility backs 768 NVIDIA B200 GPUs and earns 12% APY post-deployment. Together, these updates show capital moving through the full lifecycle: from origination, to escrow, to funded GPU-backed loans. Yield and sUSDai Liquidity $20M+ Cumulative Yield USDAI cumulative yield crossed $20M in June. That yield comes from two core sources: Depositor yield: borrower interest and PYUSD incentives on undeployed liquidity, net of the 10% NIM/admin fee. Protocol fees: the 10% NIM on sUSDai yield, plus origination fees. Fluid: $100M sUSDai Liquidity Facility As the loan book grows, sUSDai also needs deeper markets around it. In June, USDAI and Fluid launched a $100M sUSDai liquidity facility to deepen liquidity across onchain markets. Fluid will provide Liquidity-as-a-Service for sUSDai, helping support more reliable markets for users to enter, exit, and build around GPU-backed yield. Institutional and Regional Expansion EchoStar: Strategic Investment from DISH DISH, an EchoStar (NASDAQ: SATS) subsidiary, made a strategic investment in Permian Labs, developer of USDAI. The investment adds another institutional signal around USDAI’s role in financing AI infrastructure. BSQ: APAC Compute Financing JV USDAI formed a new APAC financing JV with BSQ Capital Partners. The JV will finance AI compute across APAC, targeting $300M in GPU-backed financings with a path to scale to $1B. BSQ will originate and manage deals across Australia, Japan, South Korea, Southeast Asia, and India, expanding USDAI’s borrower pipeline into one of the fastest-growing regions for AI compute demand. 2026 YTD Report USDAI published its 2026 YTD report in June, covering the protocol’s growth across lending, yield, borrower demand, and DeFi. Highlights included: $44.6M protocol ARR $13B borrower pipeline $98.1M largest loan 7.0% average sUSDai YTD yield The full report breaks down how USDAI is building a liquid debt market for compute by connecting onchain capital with AI infrastructure borrowers. Download here. Looking Ahead June was a scaling month for USDAI. The loan book reached a new high, yield crossed another milestone, sUSDai liquidity expanded, and new institutional and regional partners joined the ecosystem. As demand for AI compute continues to grow, USDAI is building the onchain credit market to finance the infrastructure behind it.