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Compute at Sea

  • Current Constraints in AI Infrastructure

    • The industry faces simultaneous shortages in compute capacity, electricity supply, and available land for data centers.
    • New onshore data center development faces significant delays, requiring years for regulatory approval.
    • Local government intervention poses a recurring risk of halting projects despite the acquisition of sufficient power resources.
    • Community opposition to new land-based facilities is intensifying, whereas water bodies face no such resistance.
  • Proposed Offshore Strategy

    • The solution involves deploying "compute flotillas," consisting of standardized modular vessels operating as a unified global cloud.
    • The ocean offers 70% of the Earth's surface area with minimal regulatory permitting hurdles.
    • Abundant solar energy resources and a massive natural heat sink are available to support cooling and power needs.
  • Investment Call to Action

    • Funding is being sought specifically for founders developing offshore compute infrastructure.
    • Applicants working on ocean-based compute solutions are invited to submit applications.