Coresphere is building Southeast Asia's most vertically integrated AI infrastructure platform — secured power, AI-native campuses, managed GPU compute, and a 2,005 MW pipeline across six countries.
450 MW
Secured Portfolio
Thailand + Malaysia
2,005 MW
Roadmap Pipeline
6 Countries
330 MW
Online Dec 2027
Ground-break Nov 2026
$807M
TCV (Illustrative)
4,096 GPU · 60-month example
Investment Thesis
One platform owns land, power and build — and operates the managed AI cloud on top, capturing margin across the full stack.
Tenants contract once for power-secured, liquid-cooled, fully managed GPU capacity across two jurisdictions.
A developer with secured power in Thailand and Malaysia, paired with an experienced US AI-infrastructure operator (STN) — speed-to-power with operational credibility.
GPU One matches the deal speed and density tolerance of AI-first tenants and neoclouds, complementing the hyperscale leasing track.
Portfolio
| Asset | Country | IT Capacity | RFS | Type |
|---|---|---|---|---|
TH-01Navanakorn (NNK)Priority | Thailand | 50 → 130 MW | ~Q1 2028 | AI/Cloud Anchor |
MY-01Negeri SembilanPriority | Malaysia | 45 → 160 MW | ~May 2027 | AI-Native Tier III |
TH-03Ayutthaya | Thailand | 50 → 100 MW | Phase I Q4 2027 | Water-Integrated Campus |
TH-02Phetchaburi | Thailand | 50 MW | ~May 2028 | Clean Energy |
| Total (Core Portfolio) | TH + MY | 450 MW | 2027–2028 |
2,005 MW pipeline across 6 countries — expansion markets beyond Thailand and Malaysia are in active assessment. Details available under NDA.
Revenue Model
Stacked revenue from infrastructure leasing through to managed compute and digital-asset innovation.
Long-term take-or-pay leases to hyperscalers and enterprise tenants. Power-secured and grid-backed — no speculative build.
Tenant-designed halls within Coresphere campuses, with capital contribution and locked lease terms from groundbreak.
GPUaaS, IaaS, and PaaS revenue on top of the physical infrastructure layer. Higher margin. Recurring monthly contracted.
A revenue-innovation layer that tokenizes data center infrastructure capacity and energy assets — enabling institutional and digital-asset capital to participate in Coresphere's platform.
Illustrative Commercial Model
Illustrative reference only — not a quotation. Actual terms set per engagement.
4,096 GPUs
GPU Cluster Size
$4.50 /GPU/hr
Unit Rate
60 Months
Term
~$807M
TCV (Illustrative)
50% Upfront
Pre-Payment Structure
Balance over term
~$6.7M / mo
MRC (Illustrative)
Monthly recurring
$25–50 /TB/mo
Storage Add-on
Tiered NVMe
ESG & Regulatory
Coresphere is structured to meet the compliance requirements of institutional limited partners — BOI incentives in Thailand, MIDA compliance in Malaysia, and green credentials for ESG-mandated investors.
Capacity is being committed now. Request the data room and speak with the team.
