Turn idle racks into contracted revenue.
Two ways to partner, sized by power: a light-asset service for 0.25–2 MW sites, and a financed full stack for 2–30 MW. You keep the site; we bring the orders, the capital and the SLA operations.
Sized for where you are today.
Edge & SME
- Who
- Local colocation rooms, enterprise server rooms, edge sites close to users
- Model
- Light-asset service: TCF software, network tuning and orders on your existing GPUs. No hardware financing.
- Workloads
- High-concurrency inference, rendering, cloud gaming
- You earn
- Added net income of ~$0.41M–$3.26M a year (+74%) at a 15% platform fee
- Path to scale
- Bundle nearby sites on the same grid into one financed 1,024-GPU unit
Mid-Market
- Who
- Independent IDCs, converted mining sites, regional campuses with transformers in place
- Model
- SPV-financed hardware in 1,024-GPU units, non-blocking 3.2T RoCE, behind-the-meter power, take-or-pay offtake
- Hardware
- $33.8M – $520M per site, financed by the SPV — $0 from you
- You earn
- ~$2.65M – $42.6M a year: hosting fee per kW plus 20% of cash after debt service (~2.8× traditional colocation)
- Scale-up
- Above 15 MW, units are financed in rolling tranches on the track record of earlier units
MW = facility load at the meter. GPU counts assume H200-class air-cooled servers up to ~2 MW and Blackwell-class liquid-cooled racks toward 30 MW.
Online in weeks, not years.
Edge & SME partners stop after Phase 1. Mid-Market partners continue into Phase 2.
Software & network onboarding
- Deploy TCF telemetry and scheduling on existing hardware
- Re-tune the network: RoCE / PFC / ECN, unified drivers and firmware
- Connect to the TCF order pool and start filling idle capacity
Hardware & power upgrade
- High-density GPU racks and 3.2T switching in 1,024-GPU units, procured via third-party credit
- Assess and connect behind-the-meter power headroom
- Sign a 12–36 month take-or-pay offtake agreement
Timelines are typical and depend on site condition, power availability and hardware lead times.
The economics, in your numbers.
Move the sliders to match your site. Every figure is illustrative and pre-tax — a starting point for a site-specific proposal, not an offer.
Reference scenarios
A · Edge & SME, 0.25–2 MW — your existing GPUs, filled with TCF orders
| GPUs (servers) | MW at meter | Net today / yr | Net with TCF / yr | Added / yr | New capex |
|---|---|---|---|---|---|
| 128 (16) | 0.25 | $0.55M | $0.96M | +$0.41M · +74% | $0 |
| 512 (64) | 1.00 | $2.20M | $3.83M | +$1.63M · +74% | $0 |
| 1,024 (128) | 2.01 | $4.40M | $7.65M | +$3.26M · +74% | $0 |
B · Mid-Market, 2–30 MW — SPV-financed hardware on your site
| GPUs · generation | MW at meter | Hardware (SPV) | Cluster revenue / yr | Your income / yr | vs. colo | DSCR |
|---|---|---|---|---|---|---|
| 1,024 H200-class | 2.0 | $33.8M | $15.2M | $2.65M | 2.8× | 1.29× |
| 2,048 H200-class | 4.0 | $67.6M | $30.5M | $5.31M | 2.8× | 1.29× |
| 5,000 Blackwell-class | 15.0 | $260M | $115M | $21.3M | 2.7× | 1.23× |
| 10,000 Blackwell-class | 30.0 | $520M | $231M | $42.6M | 2.7× | 1.23× |
Debt term beyond the initial offtake assumes renewal or a price-floor hedge.
Assumptions
- H200-class: IT load · PUE · at the meter1.4 kW · 1.40 · 1.96 kW
- Blackwell-class: IT load · PUE · at the meter2.4 kW · 1.25 · 3.00 kW
- Hardware per GPU incl. 3.2T fabric$33k · $52k
- Contract price per GPU-hour$2.00 · $3.10
- Average power draw30% idle + 60% × utilization
- Equipment financing70% LTV · 10.5% · 48 mo
- O&M, spares, insurance · TCF platform4% of hardware · 10% of revenue
- Your share of cash after debt service20%
- Traditional colocation baseline$110/kW-mo at 50% occupancy
- Edge & SME (existing GPUs)$1.60/GPU-hr · 35% → 70% · 15% fee
You keep the site. We fill it.
Space, power, hands
Floor space, power distribution, cooling and on-site physical operations.
Demand, capital, engineering
Offtake contracts, the hardware financing channel, 3.2T network engineering, scheduling and SLA operations.
Contracted income
Predictable revenue from idle capacity — without buying the hardware yourself.
Start with a site review.
Share the basics. We’ll come back with the right track and a site-specific model within five business days.