GRID AI / Investors

Building a new
distributed layer of
AI infrastructure.

AI compute requires enormous amounts of electrical capacity. GRID AI intends to place compute behind suitable existing electrical connections in homes and buildings, allow the property to retain priority, and coordinate distributed Nodes as one compute network.

Don't bring all the power to the compute.
Bring the compute to the power.

Current stage

ThesisMF01Measurement

From assumption to infrastructure data

ConceptPrototypeModelAwaiting MF01 dataMeasured

Concept → prototype → model → measurement → validation → scale. Measured and validated are reserved for real MF01 data.

The investment thesis01

The infrastructure
already exists.
The compute layer does not.

Homes and buildings already have electrical connections, and the full capacity of those connections is not used continuously. GRID AI intends to deploy compute behind suitable connections and dynamically adapt Node consumption to the capacity available at each location. The property retains priority.

The strategic opportunity is not electricity itself. It is converting distributed available electrical capacity into coordinated, sellable AI compute.

Available capacity varies by property, location and moment.

Existing electrical infrastructure

Available capacity

GRID AI Nodes

AI compute

GRID AI network

Sellable compute capacity

Why this can become an infrastructure company02

The product is not the box.

A single Node is hardware. The intended value sits in the system around it.

01

Node

The physical unit of compute behind a connection.

02

Control

Node consumption follows the capacity available at the property.

03

Orchestration

Distributed Nodes coordinated as one compute network.

04

Host network

Acquiring, qualifying and keeping suitable locations.

05

Compute demand

Routing workloads to capacity that is available now.

06

Operations

Installation, monitoring, maintenance and field reliability.

07

Data

Instrumented performance per Node across the portfolio.

08

Capital

Funding Node deployment against what the data shows.

The value is the system that can deploy, control, monetize and finance thousands of Nodes.

Defensibility would not come from buying GPUs. It would come from building the infrastructure and operating system required to repeatedly turn suitable distributed electrical capacity into usable compute. That system is what GRID AI is being built to create.

Architecture in development
The economic engine03

Compute creates
the value.

AI customers buy compute. Compute revenue is intended to fund the electricity the Node consumes, the infrastructure, operations, the host benefit, capital and GRID AI's margin.

The base economic model assigns zero financial value to heat. Where useful, heat recovery may create additional upside.

AI customers

Compute revenue

GRID AI network

Power

Electricity the Node consumes.

Infrastructure

Hardware and installation.

Operations

Software, monitoring, maintenance.

Host benefit

Target residential participation.

Capital

Financing of the deployed asset.

GRID AI margin

What the network keeps.

The host advantage04

Distributed infrastructure needs distributed hosts.

01

Provide or finance the Node

No hardware purchase by the host.

02

Arrange installation

GRID AI intends to organise the physical install.

03

Operate and maintain

Remote operation, monitoring and service.

04

Bear Node electricity

Electricity attributable to the Node is a GRID AI cost.

05

Property keeps priority

The Node reduces consumption when the property needs power.

Target host model

Host the compute.
The target: compute covers your power.

GRID AI is investigating whether the economics of a residential Node can support not only its own electricity consumption, but also the normal household electricity cost of the host. If it holds, it creates an unusually simple host proposition. MF01 is designed to measure it.

Residential scale and commercial density05

Residential scale.
Commercial density.
One network.

Residential

  • Large number of existing electrical connections.
  • Potentially enormous deployment surface.

Commercial

  • Potentially greater capacity per suitable location.
  • Potentially more compute per installation.

One network

  • Different deployment environments.
  • Same infrastructure architecture.
  • Same control layer.
  • Same compute network.
MF0106

The thesis becomes a machine.

MF01 — prototypeEngineering in development

MF01 is the first physical GRID AI Node. Its purpose is to turn the most important assumptions into measurements.

Assumed compute rate

Model

€0.39 / rented GPU hour ($0.45)

Measured

Awaiting MF01 data

Effective utilization

Model

75%

Measured

Awaiting MF01 data

Electrical availability

Model

Per-property capacity

Measured

Awaiting MF01 data

Power consumption

Model

approx. 2.55 kW under load

Measured

Awaiting MF01 data

Dynamic power response

Model

Node follows property demand

Measured

Awaiting MF01 data

Technical uptime

Model

Continuous operation

Measured

Awaiting MF01 data

Operating cost

Model

€1.000 / year reserve

Measured

Awaiting MF01 data

Maintenance

Model

Remote-first, field service on exception

Measured

Awaiting MF01 data

Node contribution

Model

approx. €3.418 / year

Measured

Awaiting MF01 data

Model values are illustrative underwriting assumptions. Underwriting assumptions are model inputs and are not live market prices.

MF01 turns the thesis into data.

The proof path07

Capital follows proof.

  1. 01Underway

    MF01

    Technical and economic proof

    Does one Node work?

  2. 02

    10 Nodes

    Repeatability

    Can it be repeated?

  3. 03

    100+ Nodes

    Portfolio data

    Do the economics hold across a portfolio?

  4. 04

    Financeable infrastructure

    Asset underwriting

    Can predictable Node cash flows support asset financing?

  5. 05

    Network scale

    Capital deployment

    Can capital deployment accelerate?

Prove the asset.
Finance the asset.
Scale the network.

The capital flywheel07

From equity to
infrastructure capital.

Capital funds the proof.
Proof unlocks infrastructure capital.
Infrastructure capital scales the network.

Intended long term capital architecture

Equity builds the company.
Infrastructure capital builds the asset base.

In the early phase, equity capital may need to fund engineering, software, MF01, testing and initial deployments.

If Node economics later become sufficiently predictable, GRID AI intends to investigate financing the physical infrastructure separately. That would allow corporate equity to focus increasingly on technology, software, orchestration, operations, compute demand, host acquisition and network development.

Intended capital strategy

Equity

Builds MF01

MF01 creates proof

Proof enables portfolio data

Portfolio data may enable asset financing

Asset financing deploys Nodes

Nodes generate compute revenue

Network scales

Why this matters for equity08

The long term capital question

How much infrastructure can €1 of GRID AI equity ultimately support?

If every Node must always be funded entirely with GRID AI equity, scaling the network would be extremely capital intensive.

If proven Node economics eventually support dedicated infrastructure financing, the relationship between corporate equity and deployed compute capacity could change materially. That is an important part of the GRID AI investment thesis.

Long term capital model
Unit economics09

One Node has to work
as a financial object.

The investor summary of the current scenario is below. The full model, sensitivities and production targets live on the Economics page.

Prototype investment

Model
Value
approx. €25.500

Full Node power under load

Model
Value
approx. 2.55 kW

Assumed compute revenue — underwriting assumption

Model
Value
€0.39 / rented GPU hour ($0.45)

Compute utilization

Model
Value
75%

Node electricity price

Model
Value
€0.28 / kWh

Household electricity benefit

Target
Value
€1.050 / year

Indicative annual Node contribution

Model
Value
approx. €3.418 / year

Illustrative scenario published on the Economics page. Compute pricing is an underwriting assumption, not a live market price. Before hardware financing, tax and central GRID AI overhead.

Measured

Awaiting MF01 data
What capital buys now10

Capital should buy proof.

The first capital is not intended to fund theoretical scale. It is intended to reach the next level of evidence.

  • MF01 engineering
  • Hardware
  • Power control
  • Software and orchestration
  • Installation
  • Testing
  • Security
  • Compute market integration
  • Operations
  • First multi-Node pilot

Build.
Measure.
Validate.
Then scale.

What we need to prove11

The questions MF01 must answer.

Technical

  • Can the Node reliably follow available electrical capacity?
  • Can workloads tolerate dynamic power behaviour?
  • Can Nodes be operated remotely and securely?
Awaiting MF01 data

Economic

  • What compute rate can GRID AI actually measure?
  • What effective utilization can be achieved?
  • What does one Node contribute after power and operating costs?
Awaiting MF01 data

Host

  • Which properties are suitable?
  • What does installation cost?
  • How much friction exists in hosting and maintaining a Node?
Awaiting MF01 data

Capital

  • How predictable are Node cash flows?
  • How does hardware depreciate?
  • When does the asset become financeable?
Awaiting MF01 data

We build to answer these questions with data.

From model to measured12

From model to measured.

Each pair holds the current model value and the field designed to replace it with real infrastructure data once MF01 operates.

Compute rate

Model

$0.45 / rented GPU hour

Measured

Awaiting MF01 data

Utilization

Model

75%

Measured

Awaiting MF01 data

Node electricity

Model

€0.28 / kWh

Measured

Awaiting MF01 data

Node contribution

Model

approx. €3.418 / year

Measured

Awaiting MF01 data

Model values are illustrative underwriting assumptions. Underwriting assumptions are model inputs and are not live market prices.

Funding status13

Current capital stage

Prototype and validation

Prototype

Next milestone

MF01 technical and economic proof

Target
Investor resources14

Follow the proof.

Measured data

Awaiting MF01 data

Investor materials

In development

Investor access is a separate private portal — not yet open

Portal in development
Investor interest15

Build the first proof
with us.

GRID AI is developing MF01 and the infrastructure required to test the technical and economic case for distributed AI compute behind existing electrical connections. For investors interested in the development of this infrastructure layer, register your interest.

Registering interest does not constitute an offer, allocation or commitment to invest.

Registration channel — in development

This form is not yet connected: nothing typed here is transmitted or stored, and no registration is recorded. The investor registration channel opens alongside the MF01 build.

Investor disclosure16

Investor disclosure

GRID AI is in prototype development. MF01 is in development and not yet operational. Financial figures on this site are modelled scenarios, not historical performance; measured values will only be displayed once real operating data exists.

The household electricity benefit is a target model in development, not a current offer. Asset financing is a potential future capital strategy and is not currently committed. No investor return is promised, and no investment terms are offered through this page. Nothing here is an offer, a solicitation or investment advice.

Closing17

The infrastructure thesis starts with one Node.

Prove one.
Repeat it.
Finance it.
Scale it.