Sovereign Infrastructure

Sovereign AI Compute
Infrastructure for Europe.

Speedbone and Aroundtown are converting prime real estate into GPU data centers — sovereign, GDPR-compliant, and plugged into the Bittensor network.

Partnership Inquiry → Model the Returns ↓
€439K
Year 1 Revenue
50 GPUs · Pilot
€1.87M
Year 2 Revenue
200 GPUs · Scale
€4.64M
Year 3 Revenue
500 GPUs · Dominance
45–55%
Projected IRR
Base case 3-yr
€8.65M
Year 5 Revenue
1,000 GPUs · Plateau

Build your scenario.

Adjust TAO price, GPU count, power costs, and revenue mix. Real-time economics from our SN27 Bittensor subnet research — 50-GPU pilot base case. Current market (March 2026): TAO $336–369 — default set to $340 mid-range.

Assumptions
TAO Price $340
$100 $600
GPU Count 50
10 GPUs 500 GPUs
Power Cost €0.14/kWh
€0.08 €0.20
Enterprise Revenue Mix 75%
50% Enterprise 100% Enterprise
Pro Forma base case (22 März 2026): CAPEX €8,000/GPU (NVIDIA A6000, bulk) · Power draw 450W/GPU · Mining €413/GPU/yr at $195 TAO (SN27 Bittensor, 0.59 TAO/day/GPU) · Enterprise cloud €10,200/GPU/yr (€3.00/hr × 80% util) · Fixed OPEX €1,800/GPU/yr · Power €0.14/kWh via Aroundtown PPA · Sensitivity: TAO $150 bear → €318/yr · TAO $300 bull → €636/yr
Year 1 EBITDA
Break-even
months to recover CAPEX
3-Year IRR
internal rate of return
Monthly Revenue
gross, all streams
Monthly OpEx
power + maint + bandwidth
Total CAPEX
hardware deployment
36-Month Cumulative Cash Flow
Cumulative net
Break-even
Zero line

5-Year Pro Forma.

Detailed projections from the March 2026 board financial model. Base case assumptions: €3.00/hr enterprise cloud, $195 TAO, €0.14/kWh power via Aroundtown PPA.

Phase 1 · Launch

Pilot Validation

2026 · Year 1
€439K
Revenue
GPU Deployment50 GPUs
EBITDA€205K (47%)
Break-even5–7 months
Capex€1.01M
Revenue StreamsEnterprise + Mining
Phase 2 · Scale

Profitability & Growth

2027 · Year 2
€1.87M
Revenue
GPU Deployment200 GPUs
EBITDA€1.25M (67%)
Net Income€724K
Capex€1.845M
Series A€20–30M target
Phase 3 · Dominance

Multi-Site Scale

2028 · Year 3
€4.64M
Revenue
GPU Deployment500 GPUs
EBITDA€2.02M (44%)
Net Income€1.16M
Exit Valuation€250–300M
3-Yr IRR45–55%
Y1 · 2026 Y2 · 2027 Y3 · 2028 Y4 · 2029 Y5 · 2030
GPU Fleet 50 200 500 750 1,000
Revenue
Enterprise Cloud €382K €1.528M €3.81M €5.50M €7.10M
Bittensor Mining €27K €158K €395K €580K €750K
Waste Heat + Other €30K €180K €435K €600K €800K
Total Revenue €439K €1.87M €4.64M €6.68M €8.65M
YoY Growth +325% +149% +44% +29%
Operating Costs
Power (€0.14/kWh) €70.6K €282K €2.05M €3.00M €3.80M
Facility / Network €50.2K €114.6K €154.8K €200K €240K
Labor (Speedbone team) €85K €170K €295K €350K €400K
Maintenance + Other €28K €54K €119.2K €150K €180K
Total OpEx €233.8K €620.6K €2.619M €3.70M €4.62M
EBITDA €205K €1.245M €2.021M €2.98M €4.03M
EBITDA Margin 47% 67% 44% 45% 47%
Net Income €84.2K €724K €1.159M €1.778M €2.506M
Capex & Cash
Total Capex €1.01M €1.845M €1.488M €800K €600K
Free Cash Flow −€861K −€991K −€129K +€1.198M +€2.136M
Revenue & EBITDA by Year
€9M €7M €5M €3M €1M €439K €205K Y1 · 2026 €1.87M €1.25M Y2 · 2027 €4.64M €2.02M Y3 · 2028 €6.68M €2.98M Y4 · 2029 €8.65M €4.03M Y5 · 2030
Revenue
EBITDA

3-Year Capex Need · €4.34M

GPU Hardware €2.70M
Facility Conversion €1.02M
Software & Tooling €130K
Infrastructure €97K
Contingency (10%) €395K

Funding Mix · Growth Scenario

Aroundtown Equity €3–5MYear 1
Series A Growth €3–5MQ3 2026
SPRIND + IBB Grants €2–4MRolling
KfW Infrastructure Loan €2–3MPost-A
Operating CF (Y2–3) €0.5–1MSelf-fund

Three structural advantages no hyperscaler can replicate.

Real estate, operations, and network access — assembled into one investment thesis.

01

EU Data Sovereignty

German infrastructure, German ownership. GDPR-native from day one. No data leaves EU jurisdiction. Enterprises that cannot rely on US cloud providers have exactly one credible alternative: sovereign GPU compute on German soil.

GDPR EU AI Act GAIA-X
02

Hybrid Revenue Model

Enterprise cloud contracts provide stable cash flow. Bittensor network participation generates TAO token yield. Two independent revenue streams hedge against market cycles — neither depends on the other to be profitable.

Enterprise SLA Bittensor TAO Yield
03

Berlin–Frankfurt Infrastructure

Alboin-Kontor data center in Berlin. Expansion into Frankfurt — Germany's financial hub. Co-located at DE-CIX and BCIX with the highest carrier density in Berlin-Brandenburg. 100% renewable energy since 2008.

DE-CIX BCIX Renewable

Two pillars. One infrastructure play.

Aroundtown owns the real estate. Speedbone operates it. Together they form the only credible foundation for sovereign AI compute at scale in Germany.

Speedbone GmbH

Data Center Operations

20 years operating Berlin's Alboin-Kontor data center. Carrier-neutral. Connected to DE-CIX, BCIX, and ECIX. The backbone of Berlin-Brandenburg internet infrastructure — and Raick's operational core.

20 yrs
Data center operations in Berlin
×
Aroundtown SA

Real Estate Portfolio

Europe's largest listed commercial real estate company. 100+ buildings with energy approvals suitable for data center conversion. 6 Berlin locations already cleared. MDAX-listed. Actively seeking operator partners.

€32B
Real estate portfolio under management

Serious capital.
Serious infrastructure.

Partnership inquiries, investment discussions, and enterprise compute contracts.

neuralgrid@polsia.app →