The backbone of the digital economy.

Zarya Digital Infrastructure acts as a specialized platform, providing capital to high-performance computing (HPC), artificial intelligence (AI), and datacenter infrastructure assets. We bridge the critical gap between energy availability and compute deployment.

The Thesis

Bridging power and performance.

The AI boom has created an unprecedented global shortage of capacity for GPU clusters. Simultaneously, digital asset mining has evolved into a heavy, energy-intensive industry requiring professional power management.

We capitalize on a structural arbitrage opportunity at the intersection of energy and high-density computing. Operators and developers often secure cheap power and permits but lack the heavy capital expenditure (CAPEX) required to build specialized data centers or procure high-performance equipment. We fund this gap, entering projects at the Ready-to-Build (RTB) stage and exiting once the asset is fully commissioned and operational.

Furthermore, beyond providing capital, we leverage strategic procurement relationships with Tier-1 hardware manufacturers to secure critical allocations of high-demand GPUs and ASICs, accelerating deployment timelines for our portfolio companies.

Investment Criteria

Strict parameters for digital execution.

We invest in purpose-built HPC data centers, direct deployments of high-performance servers, and turnkey combined projects. We do not take early-stage "Greenfield" permitting or power queue risks.

1. Project Maturity & Geography

Datacenters: Must be Ready-To-Build (RTB) with secured land rights, signed Power Purchase Agreements (PPA), cleared Environmental Impact Assessments (EIA), and granted building permits.

Compute-Only: Must be Ready-To-Deploy, with hosting facility agreements and power capacities fully secured prior to hardware procurement.

Geography: We target jurisdictions with structural energy surpluses, highly competitive electricity tariffs, cool climates for natural cooling efficiency, and supportive regulatory frameworks for digital assets and AI.

2. Power Economics

Strict Cost Thresholds: Maximum power cost of $0.07 per kWh (including VAT) for HPC/AI compute projects, and $0.04 per kWh (including VAT) for crypto mining projects.

PPA Longevity: A mandatory signed Power Purchase Agreement (PPA) with a term of 5 to 10 years.

Pricing Model: A transparent fixed rate or clear formula (Cost-plus) to eliminate uncontrolled market volatility.

3. Revenue Defensibility

Secured Off-take: Data centers must have secured off-takers for rack space and power capacity. AI Compute projects must have secured client contracts for computing power. (Note: Self-mining operations require no off-taker, as revenue is generated directly via block rewards and transaction fees).

Counterparty Quality: Preference for investment-grade counterparties, heavily collateralized contracts, or significant upfront deposits to mitigate default risk.

Diversification: A minimum of 3 independent off-takers for capacity buyout, with no single client accounting for more than 50% of the project's total revenue.

Institutional-grade deployment.

We protect our real assets through rigorous execution frameworks and top-tier partnerships.

Hardware Velocity

For compute-only deployments (GPUs/ASICs), financial models must demonstrate accelerated capital recovery (12-24 months) to mitigate rapid hardware depreciation, paired with clear secondary-market liquidation or refresh strategies.

Tier-1 Infrastructure

Facility builds require full wrap engineering, procurement, and construction (EPC) contracts with Tier-1 contractors, including mandatory liquidated damages (LDs) clauses for delays and performance ratios.

Proven Technology

We partner only with proven, bankable technology providers for facility infrastructure (e.g., Schneider Electric, ABB, Vertiv) and Tier-1 manufacturers for compute (e.g., NVIDIA, AMD, Bitmain). We do not fund experimental cooling prototypes without strict validation.

Sector Leadership