Nawa

I'm building Nawa with Murtaza. We develop modular data centers on sites with usable power, for customers whose compute needs to sit in a particular place. That might be inside their country's borders, or close enough to a factory for its robots to respond in real time.

My work in industrial IoT and compliance kept bringing me back to questions about who controls the infrastructure a business depends on. With Nawa, I'm working on the physical part: getting the power and the right equipment in place so those customers can run AI where they need it.

There are industrial sites with electrical capacity left over from a previous use, and power plants with generation looking for a customer. A few megawatts can support a useful deployment. We're designing factory-built compute cells that can travel to these sites and expand as demand grows.

Where the compute sits matters. A bank may need its data and models to stay under local jurisdiction. Voice agents have a response budget, and physical AI has to work close to the machines it serves. Our bet is that these needs will support a distributed network of smaller facilities, with each location chosen around its customers.

Nawa's model puts the site and powered, cooled space with us. GPU-cloud partners bring the silicon and customer demand. We're working toward repeatable deployments in the United States and internationally, with customer commitments in place before construction. The full thesis goes into the operating model.

Start with usable power. Establish what a site can deliver and what it takes to connect a load before promising a deployment date.

Let the workload choose the location. Sovereignty means being deliberate about jurisdiction and operational control. For edge workloads, distance is part of the engineering.

Make the next deployment easier. Factory assembly and testing should let us carry what we learn from one site into the next, while accounting for local conditions.

Build against committed demand. Start with a customer and a workable first phase. Add capacity as the commitments grow.

We're qualifying powered sites and working through engineering and offtake agreements for the first deployments. You can follow the designs and the stage of each location at Nawa.