Why data centers?
Data centers are the picks and shovels of the AI gold rush — the physical layer everything else depends on. The demand is enormous, and it is being built right now.
~$725B
projected spend on AI infrastructure by the largest cloud companies in 2026.
~$6.7T
projected global data-center investment by 2030 (McKinsey).
~3×
revenue per megawatt of AI data centers vs. traditional ones.
Figures from McKinsey and industry analysts. See our Insights for sources.
The demand is real.
AI runs on compute — and the companies racing to build it, from NVIDIA to Google and Meta, are spending hundreds of billions on it. Tervolt data centers are built to serve exactly that demand.
Company names are shown as industry context. Tervolt is not affiliated with, endorsed by, or partnered with these companies.
The risks, stated plainly
Hardware depreciation
GPUs age quickly as new generations arrive. Our model accounts for refresh cycles, but depreciation is a real cost that affects returns.
Utilization
A data center only earns when its capacity is rented. Demand is strong today, but utilization can vary and with it the income.
Liquidity
Your capital is committed for the package term. This is not a savings account — you cannot withdraw at will.
Regulation
Rules for retail infrastructure investing are evolving across the EU. Changes can affect timelines, structures, and returns.
We publish these openly because informed investors are our best investors. Capital at risk, including the possibility of total loss.