AI infrastructure · Forward capacity

The offtake
layer for
AI compute

Offtake connects compute buyers with the builders of tomorrow's capacity — forward agreements that de-risk demand, unlock financing, and get gigawatts built.

The market has outgrown spot

0 GW+
Campus scale, now standard
0 k+
GPUs in a single cluster
0 + yrs
Tenors that banks finance
$ 0 B+
Single-site capex at stake

One market · Every side of the deal

Hyperscalers Neoclouds AI Labs Data Center Developers Power Producers Sovereign AI Infrastructure Capital Hyperscalers Neoclouds AI Labs Data Center Developers Power Producers Sovereign AI Infrastructure Capital Hyperscalers Neoclouds AI Labs Data Center Developers Power Producers Sovereign AI Infrastructure Capital

What we do

Demand is the
new bottleneck

Gigawatt campuses don't get financed on spot revenue. Offtake turns forward compute demand into the committed contracts that get capacity built.

01

Forward Capacity Marketplace

Standardized offtake agreements that match compute buyers with qualified builders — before ground breaks, not after racks ship.

02

Demand Underwriting

Buyer commitments vetted and structured into bankable revenue — the anchor tenancy that project finance actually recognizes.

03

Capacity Intelligence

Real pipeline visibility: what is powered, permitted, and buildable — and when it actually energizes. No vaporwatts.

04

Transaction Execution

From LOI to signed offtake: diligence, SLAs, delivery milestones, and terms both sides — and their lenders — can close on.

Who transacts here

Built for
serious operators

  • 01

    AI Labs & Model Builders

    Lock training and inference capacity years ahead — at prices you can plan a roadmap on.

  • 02

    Hyperscalers & Neoclouds

    Anchor expansion with committed demand instead of speculative buildouts.

  • 03

    Data Center Developers

    Turn LOIs and pipeline into signed offtake that lenders underwrite.

  • 04

    Power & Energy Producers

    Match generation with the fastest-growing load on the grid.

  • 05

    Infrastructure Investors

    Underwrite projects on contracted revenue, not market hope.

How it works

Demand in.
Gigawatts out.

  1. 01

    Commit

    Buyers post forward demand — workload, scale, timeline, and the terms they can sign.

  2. 02

    Match

    Qualified builders bid real capacity against it: powered, permitted, and dated.

  3. 03

    Build

    Offtake signed. Financing unlocks. Capacity gets built — and delivered on milestones.

Who it's for

Both sides
of the trade

For compute buyers

Never train blind

  • Capacity when your roadmap needs it — not when spot allows
  • Price certainty years out, across sites and vendors
  • SLA-backed delivery milestones, not best-effort promises
  • Qualified supply only: powered, permitted, and dated

For builders & operators

Build on committed demand

  • Bankable anchor tenants before ground breaks
  • Lower cost of capital on contracted revenue
  • Qualified counterparties, not tire-kickers
  • Standardized terms that close in weeks, not quarters

Why offtake

Renewables scaled when PPAs made them bankable. Compute is next.

The contract layer that gets infrastructure built.

Standardized

Offtake terms lenders already recognize — the PPA playbook, ported to compute.

Transparent

Real pipeline, real counterparties, real energization dates. No vaporwatts.

Aligned

Buyers get certainty, builders get financing, capital gets contracted revenue.

Get early access

Commit
compute.

We're onboarding early buyers and builders now. Tell us which side of the trade you're on — we'll respond within 24 hours.