Aggregate demand
Measure applications, workloads, growth, timing and policy constraints.
Infrastructure
Turn intelligence demand into financeable compute.
We are developing a framework that could connect durable compute demand with capacity contracts and infrastructure investment. Proposed structures need technical diligence and executed agreements.
Current status
Public-source research and advisory enquiries are available. Market participation is beta testing by request. The execution, capacity-contract and clearing / settlement model described here is being developed; it is not an open trading venue or a promise of capacity delivery.
Proposed financing framework
Build the demand position. Assess the investment.
The design would connect durable workloads to long-term supply and explore arrangements for peaks, spare capacity and reserve. It does not establish that a project is financeable.
Shape the firm position
Identify the durable base that can support committed capacity.
Plan for variability
Explore flexible supply, reserve and priority rights around a contracted base.
Intelligence offtake
Intelligence Offtake Agreement
Long-term intelligence offtake connects a buyer’s demand commitment with the capacity built to serve it. Align technical capability, commercial terms and sovereign control in one capacity position.
Committed capacityMinimum utilisationTermLocationCapabilityAvailabilityLatencySovereigntyPriceIndexationReserveCurtailmentSpill rightsPriority
AUKUS.SI is developing the agreement framework around capability, term, location, availability and price.
Neutral market layer
Different layers. Different jobs.
The market operator should not silently prefer its own application or compute interests.
Create demand.
Application suppliers create workloads and customer outcomes.
Creates supply.
Infrastructure owners and operators produce intelligence capacity.
Develops the market framework.
Qualification and execution would follow the customer's policy and executed contract.
Applications create demand. Compute creates supply. The market framework is in development.