One company, from the power to the customer

6 views of the same chain. Take the walkthrough to be led through all of them, or open any one.

1. PositionWhat the company holds at each stage 2. MapEveryone involved and how they connect 3. CompareAgainst a neocloud and a hyperscaler 4. SiteThe physical site as it grows 5. ReturnsWhat the compute layer is paid 6. BuildTry other ways to hold each layer

What the words mean

The company: The new company the investors put their money into. It is one company with four jobs inside it: compute, applications, the building and the energy. On these pages it is always called the company.
A layer: One level of the chain. There are eleven, from the power at the bottom to the customer at the top. Each block is one layer.
Rent: What a layer charges the layer above it. Whoever holds a layer collects its rent. This is where the return comes from.
Holds: The company owns or controls that layer, and is paid its rent. Shown bright.
Rents: Someone else holds that layer and the company pays them to use it. Shown dark.
Stage 1: compute and applications: Where it begins. The company buys the machines and builds its own applications. The machines sit in a facility that is already running.
Stage 2: add the building: The company takes its own building, the systems inside it and the land, and its own people run the machines.
Stage 3: add the energy: The company holds the power under the building. It now holds the whole base.
The stages: An order, not dates. Each stage keeps everything from the one before it and adds to it.
Infrastructure, in red: Energy, land, the building, its systems, the machines and the people who run them. The physical base, and where the capital goes.
Applications, in blue: The software the company sells to customers in its industry, and the customers themselves. This brings the cash flow.
MIOSA, in grey: A separate company and the company's partner. It makes the software platform the machines and the applications run on, so the company does not have to build one.
A partner: Another business that holds a layer the company rents for now, such as the facility at stage 1 or the utility at stage 2.