Marin.
AI capacity behind the meter.
The Problem
- Demand for AI inference is exploding
- Datacenter construction is gated by power, politics, and siting, not by GPUs
- Gigawatt campuses take years, and have limited location options
- Nearly all new datacenter supply is already accounted for
- Buyers are increasingly latency-sensitive about where inference runs
The next unit of AI supply must be distributed.
“I don’t have warm shells to plug into.”
What is Marin?
- Modular data centers deployed behind the meter in commercial buildings
- An orchestration fabric turns many small sites one schedulable network
- We buy the GPUs, fund the install, pay the power, run the site
- Reserved capacity contracted to labs, clouds, and enterprises
- Idle capacity sold into burst markets like OpenRouter
We turn underused commercial power into AI infrastructure.
The Hardware
| GB300 NVL72 72 gpus · 48u | 8 × B300 8 gpus · 8u | |
|---|---|---|
| Cost | $3.7–4.0M | $400–500K |
| Rev @ 75% | $270/hr | $30/hr |
| Rev @ 100% | $360/hr | $40/hr |
| Power | 132–142 kW | 14 kW |
| Compute | 1,080 PFLOPS | 112 PFLOPS |
| Cooling | Liquid | Air |
Capacity is sized to the building, not the other way round.
how buildings become one product
The Fabric
- Replicas, not shards. Every site serves whole models, nothing splits across buildings
- Routing. Requests reach the nearest warm replica in milliseconds
- Placement. A slower loop moves models by demand, price, and SLA
- Failover. If a site drops, traffic reroutes rather than fails
- One endpoint. Buyers get an API, not forty buildings
Reliability is a property of the network, not the building.
The Host Offer
- The host provides space and access to power it already holds
- Marin funds hardware, install, electricity, and operations
- A guaranteed $50/kW per month, or 5% of post-power revenue if greater
- About $125K a year from a rack in 200 square feet, or $14K from a node in 20
- Recurring AI revenue, no GPU exposure, no datacenter staff
A new NOI line. No capex, no utilization risk, just like cell towers.
GTM
- Launch at 5 pilot sites in Los Angeles (already committed, est. 1.25MW)
- Negotiate anchor LOIs before hardware ships, finalize once we prove performance
- Install 6 racks and 20 nodes; prove latency, uptime, thermals, ops
- Earn aggregator revenue from day one, not just on idle hours
- Repeat city by city
Revenue on day one. Contracts once the record exists.
how we fill the fleet
Demand
- Routers. Listed on OpenRouter from day one. Traffic arrives based on price and latency at zero acquisition cost
- Platforms. Fireworks, Together and Baseten buy regional capacity wholesale - one contract, large volume
- Marketplaces. SF Compute and Vast.ai set the floor beneath backfill
- Anchors. Two or three per metro, founder-led: latency-bound and regulated workloads
- Proof. A head-to-head latency benchmark from inside their metro, not a deck
Supply is scarce. Utilization is a credibility problem, not a demand problem.
per gb300 nvl72 rack · annual
Illustrative Economics
Sell capacity like a utility. Finance it like real estate.
Why now?
- Power, not silicon, is the binding constraint on AI capacity
- Demand for inference is accelerating as AI adoption grows
- OSS models are catching the frontier, driving even more demand
- Large data center buildouts are backlogged by 7-10 years
Marin doesn't replace hyperscale. It adds a faster layer beside it.
Competitive Landscape
| Segment | Scale | Speed | Local | Private | SLA |
|---|---|---|---|---|---|
| Hyperscalersaws · azure · gcp | ✓ | — | — | ~ | ✓ |
| GPU cloudscoreweave · lambda | ✓ | ~ | — | ~ | ✓ |
| DePIN computeakash · io.net | ~ | ✓ | ✓ | — | — |
| Marinbehind the meter | ~ | ✓ | ✓ | ✓ | ✓ |
Founding Team
-
Amir Haleemceo
Founded Helium and built the world’s largest decentralized wireless network, with more than a million distributed nodes, and millions of daily cellphone users.
-
Frank Mongcro
Founding member and COO of Helium, running sales and business development. Before that, 25 years in security leadership at Palo Alto Networks, Hortonworks, and HP.
-
Charles Kimcfo
Previously 20 years as EVP at Wells Fargo Commercial Capital as Head of Strategy, Head of Capital Markets, Head of Syndication. Sourced, syndicated, and purchased nearly $50 billion of senior bank debt.
-
Mark Phillipscdo
EVP of business development at Helium, where he drove the AT&T, T-Mobile, and Telefónica carrier partnerships and built the off-grid disaster-relief hotspot program.
Our team built the largest decentralized physical network in the world. Marin solves the same problem, except supply constrained.
Ask
- Raise $20M seed to bring up the first metro
- Secure three anchor LOIs and three to five host partners
- Deploy 6 racks and 20 nodes across Los Angeles, equity plus equipment finance
- Live aggregator revenue first, reserved scheduling layered on top
- Prove uptime, cross-metro routing, margin, and refinanceability
A repeatable, financeable metro playbook in 12–18 months.
- Amir Haleem · founder & ceo
- amir.haleem@gmail.com