Valanor Economics Simulator

Model your returns across infrastructure and software scenarios

Infrastructure

MDC sites500
Racks per site10
Rack rate$250/rack/mo
Occupancy80%
Power cost ($/unit)$0.061
Power sell to tenants ($/unit)$0.144

Markup: 136% · Units consumed: 54,000/site/month (fixed)

Software Layer

Enterprise customers50
Avg enterprise ARR$3,000/yr
Agent subscribers5,000
Avg agent ARPU$99/mo
AI companies deployed500
Avg AI company ARR$599/mo

Scenario

Selecting a scenario sets the software layer toggles above (Lean = infra only, Full Stack = every layer on) — you can still flip individual toggles after.

Monthly Net Revenue

$3,858,000

Annual ARR

$46,296,000

Estimated IRR

35%

Payback Period

12 mo

Infra Net /mo$2,901,000
Software Net /mo$957,000

Revenue Breakdown

Scale Trajectory

SitesMonthly NetAnnual ARRIRR
Pilot (50)$1,109,100$13,309,20035%
Phase 1 (500)$3,858,000$46,296,00035%
Phase 2 (1,500)$9,960,000$119,520,00035%
Year 3 (5,000)$31,317,000$375,804,00035%
Maharashtra (36,000)$220,479,000$2,645,748,00035%

Infra vs Full Stack

Infrastructure only (annual)$34,812,000
With software layer (annual)$46,296,000

Software layer multiplies infrastructure-only returns by 1.3×