Compute for Equity
IRFinancials← → keys · N notes
Compute for Equity · pitch

The clearing layer
for the AI economy

Energy, compute and equity — finally fungible. Cleared and settled in Abu Dhabi under ADGM/FSRA.

The problem

A $490B financing gap

AI startups raise dilutive cash and hand most of it straight to hyperscalers to rent GPUs. The compute they need is the binding constraint — and the most expensive line on every balance sheet.

$490B
AI-infra financing gap
~75%
of seed/Series A spent on compute
$10B+
GPU-as-collateral, <2y old
The insight

Three scarce assets, three orphan markets

⚡ ENERGY

Surplus, stranded

Gulf producers generate cheap clean power with no path to AI upside.

▦ COMPUTE

Under-monetized

GPUs sit idle or trapped on balance sheets; priced only in cash.

◈ EQUITY

Illiquid

The highest-value, least-tradable asset in the triangle.

The solution

A 3-sided clearing house

Providers deposit verified MWh and GPU-hours. AI startups receive compute and pay with a tokenized Compute-SAFE. Investors get an asset-backed AI position. We price, clear and custody every leg.

EnergyComputeEquity
How it works

Originate → Price → Clear → Settle

01 · ORIGINATE

Partners deposit verified energy & GPU credits, tokenized as standard assets.

02 · PRICE

The cross-asset oracle converts MWh, GPU·h and equity into one unit of account.

03 · CLEAR

Startup gets compute; provider gets a tokenized Compute-SAFE; we custody under ADGM.

The instrument

The Compute-SAFE

Why Abu Dhabi

This can only be built here — first

The regulator

ADGM/FSRA — the world's most advanced tokenized-securities framework. We enter via the sandbox.

The inputs

Cheapest energy on earth + the 5GW Stargate compute cluster.

The capital

MGX, Mubadala, G42 — sovereign capital building non-dollar AI rails.

Market

A market being born right now

$9.8B→$47.2B
GPU rental, 2025→2033
$490B
AI-infra financing gap
14%
AI share of UAE GDP by 2031

In 2026 CME×Silicon Data and ICE×Ornn launched compute futures — compute is now an institutional commodity. The missing rail trades it (and the energy under it) for equity.

Business model

Capital-light. Scales with volume.

Clearing fee

1.5% take-rate on every settled transaction (GMV).

Oracle data

Subscriptions to the cross-asset index.

Treasury float

Yield on credits in custody during settlement.

Traction & roadmap

From first deal to open network

Team & advisors

Built by operators

AI-product builder as founder, relocating to Abu Dhabi. Two named key hires in progress: an ADGM/FSRA regulatory advisor and a cross-asset oracle quant. Advisory board: one RWA/digital-securities name + one energy/infra name. [Profiles in the data room.]

The ask

Raising a $3M pre-seed

To fund the pricing oracle, ADGM licensing via the sandbox, and the first ten cleared deals.

[email protected] · computeforequity.com