Edgevana, an AI infrastructure and compute orchestration company, has secured more than $700 million in fully committed, multi-year take-or-pay agreements to deploy NVIDIA Blackwell computing systems across North America and Europe.
The agreements come as growing electricity demand and power constraints delay the construction of traditional data centres. Edgevana says it has $7 billion in contracted customer demand and an active pipeline exceeding $20 billion for its pre-energised infrastructure platform.
Under the agreements, the company will coordinate the deployment of NVIDIA B300 GPUs and GB300 systems across its network in North America and Europe. Its platform brings together available power, data centre facilities and high-speed connectivity, allowing customers to access large-scale AI computing capacity without waiting years for new facilities to be built.
“We stayed in stealth through the initial training boom on purpose, and in many ways, we still operate that way because our model isn’t obvious to the broader market,” said Ryan Fay, Co-CEO of Edgevana. “Training rewards centralized mega–campuses, but inference is live production traffic. As performance demands increase, it plays directly into our core strengths. We cut our teeth delivering ultra-low latency for high-frequency trading and managing edge production for two of the world’s largest hyperscalers. Now that AI is pivoting to inference, the market has come to us.”
“The defining constraint on AI isn’t algorithms or software, it’s physical, heavy-duty infrastructure,” said Subhan Jahromi, Co-CEO of Edgevana. “While the market focused exclusively on mega-gigawatt campuses, we spent years quietly securing the power, land, and compute required to bring infrastructure closer to the end user. Getting high-performance GPUs to the edge reliably and at scale is incredibly difficult. As our name suggests, Edgevana makes edge deployment seamless.
Bringing AI Computing Capacity Online Faster
Edgevana’s platform is designed to help enterprises deploy tens of megawatts of high-density AI computing capacity within 90 to 120 days.
The company uses a network of pre-energised sites, data centre facilities and connectivity infrastructure to create what it describes as a virtual campus. This allows customers to operate computing resources across multiple locations through a unified platform.
The approach aims to address one of the biggest challenges facing the AI industry: securing enough electricity and infrastructure to support increasingly powerful AI systems.
Building a new data centre can take years, particularly when power connections and other infrastructure are not readily available. Edgevana aims to reduce these delays by connecting customers with existing infrastructure and committed power resources.
Global Infrastructure Network
Edgevana currently operates across 17 data centre locations worldwide, with another 10 locations in active development.
Its infrastructure platforms support more than 10,000 downstream enterprise customers. The company provides the underlying computing and infrastructure layer that allows other businesses to deliver services to their own users.
Edgevana combines long-term energy supply, GPU allocation and customer demand to develop its deployment model. By securing customer commitments before infrastructure is deployed, the company aims to reduce financial risk, improve deployment speed and offer dedicated AI computing capacity at a lower cost than traditional infrastructure providers.
Supporting Growing Demand for AI Infrastructure
Founded in 2019, Edgevana provides AI computing infrastructure by bringing together power, data centres, GPUs and network connectivity through a single platform.
The company works with major cloud infrastructure providers and AI research organisations to deliver high-performance computing clusters. Its goal is to help AI companies and enterprises access dedicated computing capacity in months rather than years.
The latest agreements for NVIDIA Blackwell systems represent a major commitment to expanding its AI infrastructure network. As demand for advanced GPUs continues to grow, Edgevana is positioning its platform to help businesses overcome power and data centre construction delays.
