The scarce input is no longer the chip. It's the energized site.Power is the new scarce input.·Read the 2026 thesis

From powered shell
to live neocloud.

If you hold power, you hold a right to play in the AI buildout. We take you the rest of the way, from raw site to a running, revenue-generating compute business.

LIVE NEOCLOUD · CLUSTER ONLINE
I have a site → See how it works →
The ecosystem we operate across

Relationships across every layer.

From silicon and capital to power and offtake, the companies that build, finance, and buy the compute we help bring online.

The 2026 thesis

Anyone can hold a powered site.
We make it a neocloud.

Read the full thesis, with the evidence →

What we orchestrate

One orchestrator across every layer.

A powered building is a head start measured in years. Turning it into revenue takes six specialist layers no single vendor delivers. We hold the relationships and run the sequence so each lands in the right order.

Demand & capital Power & site Compute & software

Anchor Tenant & Offtake

The offtake that makes the build bankable.

Explore this layer →

Capital Structuring

Debt structured against the offtake.

Explore this layer →

Power & Interconnection

The scarce input, scaled.

Explore this layer →

Site, Retrofit & Cooling

Shell to a liquid-cooled, AI-ready facility.

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Chips, Reference Design & Fabric

GPUs, the blueprint and the fabric.

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Software & Operations

Sell the compute, and run it.

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The window

A head start measured in years, and closing.

5–7 yrs
Grid interconnection wait in primary US markets: the head start a powered site represents.
$180B
Projected neocloud / GPU-as-a-Service revenue by 2030.
3–5 yrs
The "right to play" window before new builds erase the advantage of existing sites.
Real-world conversions

Powered sites are already becoming compute.

The shell-to-cluster path isn't theory. Companies that held nothing but an energized site are turning it into AI capacity right now.

Was: retired coal plant
4.5 GW
of new AI-ready capacity, brought back from one powered site
Now: live AI data-center campus
Pennsylvania · coal → compute

The state's largest retired coal plant, rebuilt as an AI campus.

A 1,884 MW site held by a financial owner rather than an operator is being converted into a multi-gigawatt, gas-powered AI data-center campus, a roughly $10 billion build assembled on top of an interconnect that already existed.

$10B
Investment
3,200+
Acre site
1,884 MW
Power in place
Was: shuttered aluminum smelter
480 MW
of idle grid interconnection, already built and energized
Now: large-scale data-center site
Kentucky · industry → AI

A dead factory whose real asset was its power.

A retired smelter carrying roughly 480 MW of grid interconnection (zoned, energized and ready) was acquired to be reborn as a large-scale data center. The plant was obsolete; the power it left behind was the prize.

Brownfield
Reuse pathway
Industrial
Existing zoning
Grid-tied
No new line
Go deeper

Start where you are.

The 2026 Thesis

Power decides what gets built

Why the constraint moved from silicon to electricity, and why powered sites hold the window. Signed, dated, sourced.

Read the thesis → Who We Serve

Recognize your corner

Site holders, miners, investors, and the anchor tenants on the other side of the market.

Find your fit → About

Why an orchestrator

A neocloud is assembled, not bought. How we hold the relationships and run the sequence.

Meet the firm →

Is your site real?

Tell us what you hold: a powered site, capital, or demand for compute, and we'll come back with an honest first read. No obligation.

Start a conversation →