The Infrastructure Layer of the Intelligence Era
Distributed AI compute nodes. Powered by renewable energy. Welcomed by communities. Backed by governments.
This Is the American Tower Moment for AI.
We are building it.
The West Is Running Out of Three Things
Land
- —Hyperscale needs 5–500 acres
- —Zoning takes years
- —Prime sites are gone
- —Communities say no
Power
- —3–7 year queue in US/EU
- —Power defines site selection
- —Not capital — interconnection
- —Grid can't keep up
Permission
- —430 opposition groups active
- —$130B blocked in Q1 2026
- —40% of projects withdrawn
- —Regulation accelerating
Big Tech has wagered $1 trillion on communities saying yes. Increasingly — they say no.
The Inference Wave Is Moving East
The Market
- —Inference overtakes training by 2027
- —India data centre market: $22B by 2030
- —Google: $15B committed in Andhra Pradesh
- —Microsoft: $17.5B committed across India
- —70% of compute in just 2 cities today
- —900M users need compute everywhere else
$126B+
Committed to India DCs
28–32%
Edge compute CAGR
1 GW
OpenAI considering in India
19.5%
Edge DC CAGR 2025–33
The demand is here. The infrastructure doesn't exist where 900 million users actually are. That gap is our market.
We are focused exclusively on solving this — powering Tier 2 with the largest pool of AI inference capacity outside the West.
Sovereign AI Is Mandated — Not Optional
Regulation Is Forcing Compute Into Our Markets
- India DPDP Act 2023Data must stay in India
- Saudi NCANational data residency mandatory
- EU AI Act€35M fines for non-compliance
- HIPAA / FedRAMPRegulated data can't leave perimeter
- Every AI company serving IndiaMust host locally
1.4B
People covered by DPDP Act
€35M
Max EU AI Act fine
$126B
Committed to India needing local infra
2027
DPDP enforcement deadline
“OpenAI, Microsoft, and Google are contractually obligated to store Indian user data in India. Right now, the infrastructure to do that at scale outside Mumbai doesn't exist. Valanor is building it.”
Data localisation is not a risk to our business. It is the business case for every rack we deploy.
Built to Operate at Global Scale
1,500+ locations pipelined and committed. A 36,000-location village network under contract. 1 GW+ of power pre-committed across every site. The same playbook, replicating across every market with land and sun.
1,500+
Locations pipelined
1 GW+
Power pre-committed
36,000
Village network
7
Global markets
What We Do
Energy Optimised
Signed PPA at $0.061/unit.
AI Ready
CPU + GPU inference tiers.
Community First
Co-owners, not opponents.
Environmentally Responsible
Zero water. Zero emissions.
Investable
IRR 25-35%+ across scenarios.
Infinitely Scalable
Same playbook, different flags.
Two Tiers
Tier 1
CPU Inference (Telco MDCs)
- •500 sites — telco committed today
- •Telco funds all capex — zero cost to us
- •750,000 CPU inference cores
- •LLM, RAG, voice AI, vision, BharatNet
- •No GPU. No substation. No friction.
- •Deployable in 4–8 weeks
Tier 2
GPU Inference (Govt MDCs)
- •1,000+ government-powered sites (100 in P1)
- •1MW+ industrial connection per site
- •NVIDIA L4/L40S GPU inference
- •$10K/site + 50% power subsidy
- •1 GW pre-approved power — now
- •Sovereign AI + hyperscaler workloads
Why Communities Welcome Us
| Concern | Hyperscale DC | Valanor MDC |
|---|---|---|
| Water consumption | 5M+ gallons/day | ZERO — air cooling, no towers |
| Grid disruption | City-scale single load | Industrial — ring-fenced |
| Noise | 80–90 dB | 40–45 dB — library quiet |
| Land use | 5–500 acres | 500 sqft per site |
| Heat generation | Massive urban heat island | Negligible — distributed |
| Build time | 18–36 months | 4–8 weeks per container |
| Local jobs | Minimal | 1–2 permanent per site |
| Community benefit | None | Co-own + asset transfer yr 5 |
The Energy Moat
$0.061/unit → $0.144/unit
$0.083/unit margin per unit
| PPA Detail | Value | |
|---|---|---|
| Signed rate | $0.061/unit (solar PPA) | |
| Status | Signed | |
| Capacity | 2MW solar project — live today |
| Scale | Monthly Margin | Annual Margin |
|---|---|---|
| Tier 1 CPU — 500 sites | $90K | $1.08M |
| Tier 2 GPU — 1,000 sites | $3M | $36M |
| Combined — 1,500 sites | $3.6M | $43.2M |
| 5,000 sites (Year 3) | $12M | $144M |
The Telco Parallel
| Metric | Telco Tower (1990s) | Valanor (2025+) |
|---|---|---|
| Asset owned | Land + steel | Land + PPA + MDC + Solar |
| Tenants | Local mobile operators | Global hyperscalers + AI companies |
| Demand driver | Local voice + data users | 5 billion global internet users |
| Revenue streams | Tower lease only | Rack + power + PPA + RECs + carbon |
| Power | Not owned | Owned — $0.061 buy / $0.144 sell |
| Capex | Self-funded | Zero — telco partner funded |
| Community | Neutral | Co-owners + beneficiaries |
| Exit multiple | 20–30× EBITDA | 25–35× AI infra premium |
What We Have Built
500-site telco MDC partnership with a 27,000-tower national partner
Signed government power connection MoUs across Maharashtra and Andhra Pradesh
Signed state government MoU
Signed state government MoU
Signed solar PPA at $0.061/unit
Endorsed by the Maharashtra Chamber of Commerce, Industry & Agriculture
36,000-location OVOE/OFOE village network
1,500+ live operational nodes
Abha + Jubail mayor conversations — land + solar + wind
Three Models
A — Extremely Lean
0–6 Months · Validate
- •Own: Land lease + PPA
- •Own: Demand layer
- •Partner funds all capex
- •Revenue: $56/rack + power
IRR: 18–25%
Payback: 5–6 yrs
B — Energy Play
6–12 Months · Scale
- •Own: Land + PPA + Solar
- •Own: Environmental attributes
- •Add RECs + carbon credits
- •Improving power margins
- •Capex: ~$1.2M/cluster
IRR: 20–30%
Payback: 6–7 yrs
C — Full Stack
12–18 Months · Dominate
- •Own: Everything — Land + PPA + Solar + MDC
- •AI infra + compute offtake
- •Every revenue layer active
- •The infrastructure exit story
IRR: 25–35%+
Payback: 6–7 yrs