Valanor

The Infrastructure Layer of the Intelligence Era

Distributed AI compute nodes. Powered by renewable energy. Welcomed by communities. Backed by governments.

valanor-dan-network
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$3Tglobal AI infra by 2030
1 GW+pre-committed power
1,500distributed nodes
4Bunderserved users
$3Tglobal AI infra by 2030
1 GW+pre-committed power
1,500distributed nodes
4Bunderserved users

This Is the American Tower Moment for AI.

We are building it.

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

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Energy Optimised

Signed PPA at $0.061/unit.

๐Ÿค–

AI Ready

CPU + GPU inference tiers.

๐Ÿ˜๏ธ

Community First

Co-owners, not opponents.

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Environmentally Responsible

Zero water. Zero emissions.

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Investable

IRR 25-35%+ across scenarios.

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Infinitely Scalable

Same playbook, different flags.

Two Tiers

Tier 1

CPU Inference (Telco MDCs)

  • โ€ข500 sites โ€” telco committed today
  • โ€ขTelco funds all capex โ€” zero cost to us
  • โ€ข750,000 CPU inference cores
  • โ€ขLLM, RAG, voice AI, vision, BharatNet
  • โ€ขNo GPU. No substation. No friction.
  • โ€ขDeployable in 4โ€“8 weeks

Tier 2

GPU Inference (Govt MDCs)

  • โ€ข1,000+ government-powered sites (100 in P1)
  • โ€ข1MW+ industrial connection per site
  • โ€ขNVIDIA L4/L40S GPU inference
  • โ€ข$10K/site + 50% power subsidy
  • โ€ข1 GW pre-approved power โ€” now
  • โ€ขSovereign AI + hyperscaler workloads

Why Communities Welcome Us

ConcernHyperscale DCValanor MDC
Water consumption5M+ gallons/dayZERO โ€” air cooling, no towers
Grid disruptionCity-scale single loadIndustrial โ€” ring-fenced
Noise80โ€“90 dB40โ€“45 dB โ€” library quiet
Land use5โ€“500 acres500 sqft per site
Heat generationMassive urban heat islandNegligible โ€” distributed
Build time18โ€“36 months4โ€“8 weeks per container
Local jobsMinimal1โ€“2 permanent per site
Community benefitNoneCo-own + asset transfer yr 5

The Energy Moat

$0.061/unit โ†’ $0.144/unit

$0.083/unit margin per unit

PPA DetailValue
Signed rate$0.061/unit (solar PPA)
StatusSigned
Capacity2MW solar project โ€” live today
ScaleMonthly MarginAnnual Margin
Tier 1 CPU โ€” 500 sites$90K$1.08M
Tier 2 GPU โ€” 1,000 sites$3M$36M
Combined โ€” 1,500 sites$3.6M$43.2M
5,000 sites (Year 3)$12M$144M

The Telco Parallel

MetricTelco Tower (1990s)Valanor (2025+)
Asset ownedLand + steelLand + PPA + MDC + Solar
TenantsLocal mobile operatorsGlobal hyperscalers + AI companies
Demand driverLocal voice + data users5 billion global internet users
Revenue streamsTower lease onlyRack + power + PPA + RECs + carbon
PowerNot ownedOwned โ€” $0.061 buy / $0.144 sell
CapexSelf-fundedZero โ€” telco partner funded
CommunityNeutralCo-owners + beneficiaries
Exit multiple20โ€“30ร— EBITDA25โ€“35ร— AI infra premium

What We Have Built

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Telco MDC capexCOMMITTED

500-site telco MDC partnership with a 27,000-tower national partner

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Government powerCOMMITTED

Signed government power connection MoUs across Maharashtra and Andhra Pradesh

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Maharashtra MoUCOMMITTED

Signed state government MoU

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Andhra Pradesh MoUCOMMITTED

Signed state government MoU

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Power Purchase AgreementCOMMITTED

Signed solar PPA at $0.061/unit

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MACCIA endorsementCOMMITTED

Endorsed by the Maharashtra Chamber of Commerce, Industry & Agriculture

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Village networkACTIVE

36,000-location OVOE/OFOE village network

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Operational baseACTIVE

1,500+ live operational nodes

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Saudi ArabiaACTIVE

Abha + Jubail mayor conversations โ€” land + solar + wind

Three Models

A โ€” Extremely Lean

0โ€“6 Months ยท Validate

  • โ€ขOwn: Land lease + PPA
  • โ€ขOwn: Demand layer
  • โ€ขPartner funds all capex
  • โ€ขRevenue: $56/rack + power

IRR: 18โ€“25%

Payback: 5โ€“6 yrs

B โ€” Energy Play

6โ€“12 Months ยท Scale

  • โ€ขOwn: Land + PPA + Solar
  • โ€ขOwn: Environmental attributes
  • โ€ขAdd RECs + carbon credits
  • โ€ขImproving power margins
  • โ€ขCapex: ~$1.2M/cluster

IRR: 20โ€“30%

Payback: 6โ€“7 yrs

C โ€” Full Stack

12โ€“18 Months ยท Dominate

  • โ€ขOwn: Everything โ€” Land + PPA + Solar + MDC
  • โ€ขAI infra + compute offtake
  • โ€ขEvery revenue layer active
  • โ€ขThe infrastructure exit story

IRR: 25โ€“35%+

Payback: 6โ€“7 yrs

Global Replication

MaharashtraAndhra PradeshSaudi AbhaSaudi JubailKenyaIndonesia/VietnamNigeria/Ghana
LIVE NOW
Q3โ€“Q4 2026
2027โ€“2028