The same models. A fundamentally closer place to run them.
AI was trained in a handful of distant mega-campuses. It will be used everywhere — in every market, beside every user, inside every jurisdiction. Inference is a distribution problem, and distribution is what we own.
The Edge
Distributed inference fabric- Round-trip latency to users
- 1–5 ms
- Time to first power
- Months
- Siting
- Buildings we control
- Footprint
- In-market, 3–20 MW
- Energy
- Storage on-site
Centralized hyperscale
Distant mega-campus- Round-trip latency to users
- 30–80 ms
- Time to first power
- 3–5 years
- Siting
- Greenfield land + permits
- Footprint
- Remote, 100s of MW
- Energy
- New grid build-out
The capacity everyone is racing for — we already hold it.
AI demand is doubling faster than the grid can deliver power or developers can deliver land. The Edge already controls 347 power-first sites and the grid connections to match — a 3.6 GW near-term pipeline that becomes live inference capacity in months, not years. That head start is open to partners today, and it widens every quarter it goes unmatched.
- In-market AI inference capacity — dense-GPU Micro AI Factories, Azure-native, sited in the metros that consume the compute.
- Power-first sites — substation-adjacent, with on-site solar and battery storage to shorten interconnection and stack grid revenue.
- Speed to power — live capacity in months, not a 3–5 year greenfield. The buildings, footprints and grid ties already exist.
- A national platform — 347 sites across 33 states, delivered as one three-tier Hub → Satellite → Spoke mesh.
- Sovereign compute — data residency and compliance solved by where the site physically sits.
- ◆Real estate and grid connections we already control — no land assembly, no multi-year rezoning marathon.
- ◆Compute 1–5 ms from the user — metro-edge siting, 10–20× closer than centralized cloud.
- ◆An N+1 redundant fabric with sub-millisecond failover — 99.99% availability, engineered in.
- ◆One operator across real estate, power, storage and compute — vertically integrated end-to-end, not a broker.
- ◆A 3.6 GW pipeline already sited and scored — on power, grid headroom and jurisdiction, not a slide of someday sites.
Interconnection queues run years and sites with real power are finite. Every site secured today is one a competitor can’t secure tomorrow — first movers lock the best power, the best metros and the best economics. The lead compounds. Waiting doesn’t.