Oculus Compute Lane

Your power is built. We fill it.

Anchor compute offtake for permitted power infrastructure. We connect behind-the-fence generation with hyperscale AI demand and structure the engagement from LOI to signed headlease.

What we do What you get Engagement structures What we need Who we reach Start a conversation
§ 01 · What We Do

Permitted power meets signed offtake.

Oculus originates anchor compute offtake for data center campuses with behind-the-fence generation. We connect permitted power infrastructure with hyperscale AI compute demand and structure the engagement from LOI to signed headlease.

§ 02 · What You Get

For developers & power-infrastructure owners.

A complete tenant origination, structuring, and financing motion. Designed so the tenant carries the compute capex, and the institutional lenders carry the underwriting.

01 · Anchor Tenant Origination
Source and qualify hyperscale, neocloud, and enterprise AI offtakers.
Active relationships across the tier-1 ecosystem. Sponsor and platform-level conversations, not vendor introductions.
02 · Deal Structuring
Take-or-pay headlease, NNN, powered shell, build-to-suit JV, or equity participation.
Match the structure to the site profile, the tenant credit, and the developer's capital position.
03 · Financing Coordination
Compute and whitespace financing so the tenant carries zero capex.
Lender alignment around contracted cash flow. Capital-stack structuring across debt and equity.
04 · Bankability Support
Contracted cash flow structures that institutional lenders underwrite against.
Take-or-pay headlease as the underwriting anchor. Aligned to project finance and infrastructure debt.
§ 03 · Engagement Structures

Three ways the tenant engages.

From lowest-capital, fastest-revenue to deepest-economics, longest-term. Each structure shapes the cash-flow waterfall, the underwriting, and the upside.

Structure 01
Anchor Offtake
Take-or-pay headlease for a defined MW block at the anchor power rate. Fastest path to first revenue. Developer funds and delivers infrastructure against tenant credit.
Lowest capital · Fastest
Structure 02
Build-to-Suit JV
Co-develop dedicated capacity with the tenant. Shared upside on grid export and expansion land. Tenant shapes the spec, sponsor carries the platform.
Balanced · Strategic
Structure 03
Powered Shell / Equity
Tenant takes equity participation in the power platform. Captures generation margin and valuation rerate as the asset stabilizes.
Highest upside · Deepest
§ 04 · What We Need From You

A defined site. The rest we shape.

Five inputs from the developer or power-infrastructure owner are enough to scope the engagement and start sourcing aligned anchor offtake.

Site location and land position
Defines market, logistics, regulatory context.
MW capacity (current and expansion)
Sets the offtake size and phasing options.
Power source and energization timeline
Defines when capacity becomes available for offtake.
Preferred deal structure
Shapes the tenant engagement model. Open to mix.
Target tenant profile
Hyperscale, neocloud, enterprise AI, sovereign.
§ 05 · Reach

An active tenant-origination network.

Oculus maintains active relationships across the hyperscale and neocloud ecosystem. We are currently in engagement with multiple tier-1 operators across North America.

Origination Network · Live
Engaging
Permitted power on one side. Hyperscale & neocloud demand on the other.
OCULUS
We do not name counterparties on the public site. If your site has permitted generation and you want to know who's looking, the conversation starts under NDA.

If your site has power, and needs tenants, start here.

One conversation to scope the opportunity. We'll qualify the site, the structure, and the path to first revenue.

Start a Conversation →