AI INFERENCE INFRASTRUCTURE DEVELOPMENT PLATFORM

Speed-to-power for the agentic AI era

ElectriFi develops edge infrastructure AI inference data center facilities 10–50 MW on substation-adjacent sites in the top metro areas in USA

THE SHIFT

AI Training built the hubs
AI Inference builds the spokes

The first wave of AI infrastructure was built to train LLM models: gigawatt-scale campuses in remote locations, built by hyperscalers on multi-year timelines.
The next wave is for AI inference: AI trained models serving human users and agents in real time, providing predictions, offering advice, making decisions, creating content, executing processes. The Enterprise AI load is Inference based, it is sensitive on privacy and security, it is low latency dependent, so it needs be located near demand at the “edge” of the network : in and around major metro areas, in secure 10–50 MW datacenters, deployed fast and operated for certainty and resilience. From 2027 onward, AI inference is projected to represent the majority of AI compute demand (JLL, 2025). The AI Agentic Enterprise market will hyper grow in the next few years

MARKET OPPORTUNITY: A SIGNIFICANT SHIFT IS ANTICIPATED IN 2027, WHEN INFERENCE WORKLOADS COULD OVERTAKE AI TRAINING AS THE DOMINATE AI REQUIREMENTS

A 10 GW U.S. edge-inference market is emerging , and there is almost no infrastructure ready for it.

70 GW

Projected U.S. AI data center demand

[Source + year]

~10 GW

The metro-edge inference share of that demand

Latency-sensitive workloads that must sit near users

~500 sites

What 10 GW looks like at 20 MW average

A generational build-out of mid-size facilities

WHAT WE BUILD

Develop AI inference datacenters: the fastest path from grid to GPUs.

We acquire and develop substation-adjacent real estate: industrial retrofits, brownfields, and select greenfield sites to deliver power-ready “shells” that operators fit out in months, not years.

Hyperscale ground-up build

New interconnection, 3–5+ year queue

Remote, cheap-land geographies

Full ground-up campus

Multi-billion, hyperscaler balance sheets

4–7 years

ElectriFi powered datacenter shell

Existing or near-term power, substation-adjacent

Metro-adjacent, latency-optimized

Retrofit-driven, selective new build

Capital-efficient, 10–50 MW increments

Months — not years

Markets

US metros where inference demand meets available power

Site selection is driven by substation proximity, interconnection position, fiber density, and end-user demand, in that order.

Our Approach

A repeatable playbook, from site to power-on

Source

Identify substation-adjacent real estate with existing or near-term power capacity in target metros.

01

Secure

Control the site and the interconnection position; validate power, fiber, and entitlement.

02

Develop

Execute the retrofit or build to powered-shell condition on a standardized spec.

03

Deliver

Lease or sell to inference operators, with modular power and fit-out pathways ready.

04

Team

Operators who've built at scale.

ElectriFi’s senior management team bring 60+ combined years across data centers, real estate development, renewable energy, and enterprise technology.