Deal Structure Overview
WWT finances GPU racks + cooling for WorldLink Chandragiri co-location. Earns on three streams: EPC margin, financing spread, and future Markichowk supernode purchase rights.
Procures & finances
GPU racks + cooling
Deploys, manages,
sells GPU compute
Power, space, cooling,
fiber, security
F1Soft, IncessantRain,
Banking Consortium
CapEx Scenario Builder
Break down all costs for Phase 0A and reconcile against Nick's target deployment budgets.
| Component | Amount | % of Total |
|---|
Revenue & DSCR Modeler
Model revenue scenarios and test bankability thresholds. DSCR ≥ 1.35× is the minimum for equipment financing.
WWT Value Proposition
Why this deal makes financial sense for WWT — triple-earn structure with massive future upside.
Off-Taker MSA Calculator
Model off-taker commitments and test whether contracted revenue supports bankable DSCR for equipment financing.
WorldLink Co-Location Strategy
Model co-location costs at WorldLink Chandragiri and analyze how they flow through to minimum off-taker pricing. Use this to build your negotiation position.
| Cost Component | Monthly | Annual |
|---|
| Benchmark | Nepal | US Equivalent | Discount |
|---|---|---|---|
| Industrial Power (33kV) | $0.030-0.049/kWh | $0.10-0.15/kWh | ~60-70% |
| Standard IT Rack (3-6kW) | $250-350/mo | $800-2,000/mo | ~70-80% |
| GPU Rack (150kW) — Estimated | $3,000-5,000/mo | $8,000-15,000/mo | ~60-65% |
| Cross-Connect | $200-400/mo | $300-2,000/mo | ~50-80% |
| Remote Hands | $30-60/hr | $100-200/hr | ~70% |
| Real Estate ($/sqft/yr) | $8-15 | $30-60 | ~70-75% |
Key insight: Nepal costs are 60-80% below US rates across all categories.
WorldLink's standard IT rack clients likely pay $250-350/mo. Our GPU racks at 150kW are 25-50× the power of a standard IT rack,
justifying a premium — but that premium should reflect Nepal economics, not US pricing.
NEA tariff reference: Category C.2 (33kV industrial) = NPR 5.75/kWh normal hours, 4.00 off-peak, 6.55 peak.
At ~133 NPR/USD = $0.030-0.049/kWh. Demand charge: NPR 190/kVA/month (~$1.43/kVA).
WorldLink likely gets a bulk/dedicated feeder rate from NEA Mata Tirtha substation.
| Term | Market Standard | Our Target |
|---|
Key research areas: GPU colocation MSA structures, anchor tenant leverage, CDU/cooling liability demarcation, MG+E pricing models, PUE caps, SNDA provisions, DSCR bankability requirements, South Asia pricing benchmarks, Nepal forex hedging regulation, ROFR and contraction rights, early termination fee structures, structural load requirements for high-density racks, GPU cloud pricing (H100/B300/GB300 across 33+ providers), WonderNetwork cross-border latency measurements, APAC GPUaaS competitive positioning, workload latency sensitivity tiers, zero-egress cost advantage, enterprise fiber vs public internet routing.
🏷️ Token & GPU-Hour Pricing Structure
GB300 NVL72 inference economics — what we charge, what it costs, what the market pays
⚡ Hyperscaler & Neocloud Comparison
GPU-hour pricing landscape, ROI analysis, and training economics across the competitive field