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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.