Sovereign Stack: Owning the Entire Underserved AI Vertical

The $255 Billion Market Hyperscalers Can't Serve


CONFIDENTIAL

The Problem

Hyperscale data centers are optimized for the top of the market: massive scale, frontier models, five-nine SLAs and premium pricing. The gap is a systems integration and deployment business building on vertical infrastructure that delivers speed to market and a sustainable cost providing:

  • Managed SLMs for customer-specific data (regulatory, legal, medical, manufacturing, retail)
  • Private hosted facilities eliminating per-token cloud costs and data sovereignty issues
  • Low cost, environmentally friendly energy and the opportunity to scale energy-conscious hardware stacks (Qualcomm NPU-class chips, Apple Silicon, edge ASICs) where the power profile is a third or less of GPU cluster deployments
  • "Good enough and always on" rather than "best possible with scheduled maintenance," the tradeoff most operational users actually want
  • Low Cost, Inference model hardware hosting supporting effective agent deployment


The Trends

  • Seventy-three percent of organizations are actively moving their AI inferencing to edge environments to become more energy efficient
  • Inference compute is the biggest bottleneck by far with a TAM of $255 billion
  • SLM market segment is projected to grow from $1 billion to $5 billion in seven years
  • For 80-90% of AI enterprise workloads, SLM is sufficient
  • Commoditization of compute means energy ownership is the ultimate critical element


Build Where The Market is Going at A Fraction of Owning Where The Market Is Now

Vertical Integration Moat

Acquire and build sovereign energy sources from stranded oil and gas assets for off grid electricity production: we solve the actual problem not the perceived one both for the planet and the industry.

No Stranded Assets/100% Energy Usage

· Construct 1 MW modular AI data centers at 30%-40% below industry standard cost with 2x energy generation capacity against AI usage using modular generation sets scaled just under 0.5 MW each to provide redundancy.

· Underlay 2 MW Bitcoin mines running 24/7 at full capacity: When AI training customers need compute, we instantly curtail mining and redirect that same energy to GPU clusters, selling the same electrons at 10-15x the Bitcoin margin.

Category Creation

Define a new industry segment - Energy Native Computing

· Our customers are cost-sensitive, deployment time sensitive, AI workload buyers: research institutions, open-source model developers, biotech running simulations, and mid-tier AI companies who need bulk training compute and inference compute at 50-60% below AWS pricing.

· We don't provide AI services, we're pure infrastructure hosts. They bring workloads, we provide power and racks. After year 3, our fuel costs approach zero while maintaining market pricing, expanding margins to 80%+.

Already in Place

  • MSAs with critical partners:
  • 40 week to delivery for scaled gen sets
  • 30 week to delivery for modular data center build
  • Highly experienced field engineers and operators for Canada and the United States
  • Due diligence review for 100MW of properties in the US and Canada that will be LOIs as condition to close:
  • Shale-based in the US
  • Pipeline-based in Canada
  • 30 combined years of experience in generation and modular data center solutions
  • Decades of experience in sourcing and vetting mineral rights

eClave Team

Derek N. Pew, Esq.

Derek N. Pew, Esq. serial social entrepreneur, multi-time CEO with 30+ years building, scaling, and selling businesses across six continents. Combines Big Law rigor (Morgan Lewis, $70B+ in transactions) with hands-on operating experience — having turned around a $100 million in revenue, 900-person company, scaled a municipal Wi-Fi network 2,500% in a single year, and led cross-border exits from Philadelphia to Hong Kong. Deep fluency in AI, blockchain, and ESG energy.

Ryan Rhoads

Ryan and his affiliated companies have developed a reputation as a reliable counterparty for the physical delivery of commodities, spanning precious metals, base metals, and energy assets, including oil production interests. His work consistently emphasizes execution certainty, operational control, and fulfillment of contractual obligations.

Joshua Robinson

Joshua Robinson is a Co-Founder of eClave LLC, dedicated to unlocking global energy opportunities. He co-established eClave's vision to monetize underutilized energy assets, leveraging his deep expertise in the energy sector, pioneering digital asset operations, and blockchain technology. He previously served as CTO and Board Member for HashWatt, Inc.

Mark Valente

Mark Valente brings over 15 years of tech industry experience, spanning software, hardware, and energy. As co-founder of eClave, LLC, he is driving the expansion of high-compute data infrastructure through large-scale alternative energy projects across North America. He is also the founder of Lonestar Miners, a Bitcoin mining company.

Martin Connor

Martin Connor is the Lonestar Miners Director of Business Development and recently co-founded eClave LLC, an energy initiative focused on long-term value and emission reduction. He brings over three years of experience in Bitcoin mining, developing relationships across the industry's sectors. Martin has also authored two books on Bitcoin mining.

Why Our Economics Work

Near Zero Long-Term Leasehold Cost

Near Zero Long-Term Electricity Cost

No Legacy Data Centers / No Grid Dependency

Rapid Delivery / HyperFlexibility / Low Cost Provider

Computational Arbitrage

Competitive Moats

Sovereign Energy

First to Market in New Category

Proprietary Modular Deployment

Technical Expertise

Proprietary Load Optimization

Timeline to Market

1

Q1-Q2 2026

Develop 2-3 stranded gas sites, deploy first modular units

2

Q3-Q4 2026

Demonstrate distributed training on live model

3

Q3-Q4 2026

Demonstrate Tier 1 "Economic Engine"

4

Q4 2026 - Q1 2027

Sign first Inference/SLM customers

Asymmetric Investment

$100 Million Equity Mineral Rights and Infrastructure Acquisition

Asymmetric Investment

$350 Million Committed But Undrawn Until Contract Trigger

The Ask

Two Tranches. One Thesis. Asymmetric By Design.

TRANCHE 1

$100 Million

Mineral & Appurtenant Rights Acquisition

  • Identify and acquire the necessary infrastructure — titled mineral rights, midstream solutions, pipeline, first modular gen set, and data center
  • Rights collateralize Tranche 2 debt financing
  • 30% equity stake in eClave for investors

TRANCHE 2

$350 Million

Modular Data Center Build-Out

  • Zero draw without signed customer contracts
  • Deployed in modular segments at customer request
  • Terms to be determined per tranche draw
  • Full $350M pledged — available on demand

TOTAL CAPITAL STRUCTURE: $450 Million | EQUITY ASK TODAY: $100 Million | STAKE OFFERED: 30%

Vision

We Build Defensible Dominance

Own The Energy

Own The Data Centers

Ensure 100% Utilization

First to Market

We are not building data centers. We are creating a new category: modular, energy native computing that converts wasted energy into the foundation of the AI and digital economies.

In every technological revolution, the one that controls the essential inputs ultimately controls the industry.

WE OWN THE POWER