Your build becomes financeable when a creditworthy tenant commits to your compute in writing. We bring the buyer access and the negotiation that get your site to that signature, on terms a lender will accept.
An offtake agreement is a long-term contract in which a creditworthy buyer commits to purchase a fixed volume of your compute, often on take-or-pay terms, for years. That contract is what a lender underwrites: it converts a powered site and a plan into a predictable revenue stream a bank can size debt against.
Until a buyer commits, everything upstream is cost. Once an investment-grade tenant signs, the debt can be raised, the hardware ordered, and the rest of the build sequenced with confidence.
A lender underwrites the exact terms of a signed contract, not interest or intent. Four terms decide whether the contract can carry a financing.
Lenders underwrite the tenant's balance sheet, so the anchor needs an investment-grade rating or something close to it.
The commitment has to hold whether or not the tenant fills every megawatt. Take-or-pay terms are what let a lender treat the revenue as firm rather than forecast.
The contract has to run long enough for a lender to amortize the build, typically well past ten years. The whole capital structure is sized to this term.
The offtake has to match what the site can genuinely deliver: power, timeline, density, uptime. Commitments the site cannot meet surface in diligence and reprice or unwind the deal.
Creditworthy compute demand lives with a handful of hyperscalers, AI labs, and the neoclouds they back. You do not reach their capacity teams with a cold email.
Before a buyer of that size signs, it examines your firm power, your delivery date, your redundancy and your balance sheet. A weakness in any one of them is usually enough to stall the process.
Price, escalators, term length, take-or-pay, credit support: every clause moves what a lender will advance. The offtake and the debt have to be negotiated together for the economics to close.
Creditworthy demand for AI compute sits with a short list of buyers and the neoclouds they back. We maintain the routes to them and run the process end to end.
Microsoft
OpenAI
Anthropic
Oracle
CoreWeave
MetaA powered shell is a cost until a creditworthy tenant signs. The signature is the moment it becomes a business.
Tell us the site and the capacity you can deliver. We'll come back with an honest read on the demand you can realistically land.
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