The $20 Trillion Opportunity

Bridging the gap between exploding AI infrastructure demand and the institutional capital constrained by unmeasurable risk.

$7T
AI Infrastructure Capex
Projected 2026-2030
122GW
Data Centre Capacity
Required by 2030
$1.4T
Funding Gap
Current Market Shortfall

The Sentinel Advantage

Institutional capital does not need perfection — it needs measurable risk. Sentinel converts performance, degradation, and provenance into auditable evidence, enabling underwriting, covenant structures, and repeatable financing.

Asset Visibility
Real-time Telemetry
Without:
Limited (1Hz)
With:
High-Frequency (100kHz)
Physics-Informed RUL
Without:
Statistical Estimates
With:
Deterministic Models
Location Verification
Without:
IP-based (Spoofable)
With:
Cryptographic Proof
Financial Risk
Residual Value Risk
Without:
Uncertain (0-20%)
With:
Certified (>40%)
Cost of Capital
Without:
High Yield (12-15%)
With:
Investment Grade (6-8%)
Covenant Monitoring
Without:
Quarterly Reports
With:
Real-time Dashboard
Operational Trust
Data Integrity
Without:
Self-reported
With:
Cryptographically Signed
Audit Trail
Without:
Fragmented Logs
With:
Immutable Ledger
Workload Visibility
Without:
Opaque
With:
Full Stack Inspection

Comparison based on standard industry practices vs. Empati Sentinel platform capabilities.

Calculate Your Value

See how Empati's risk reduction translates directly to your bottom line.

Infrastructure Grade Attestation
Model the financial impact of converting Venture Risk into Infrastructure Certainty.
1,000
10050,000
8.5%
8.5%25%
85%
50%100%
Empati Impact-3.0%
New Cost of Capital5.5%
Unlocks Insurance & Pension Fund capital buckets targeting ~5.5% WACC.

Annual Interest Savings

$900k
Direct cash flow improvement from lower debt service costs.

5-Year Value Created

$4.5M
Cumulative savings over a standard 5-year hardware lifecycle.

Enterprise Valuation Uplift

$9.0M

Estimated increase in enterprise value based on a 10x multiple of the EBITDA improvement from interest savings.

The Capital Lockout

Institutional capital pools are massive, but they require measurable risk. Currently, over $30 trillion in capital is effectively locked out of the AI infrastructure market because it cannot underwrite what it cannot measure. Currently JP Morgans forecasts of a required $7T for the data centre industry cannot be manufactured out of Tier 1 and Tier 2 capital pools.

Insurance General Accounts

$12T Total
$1.8T Addressable with Empati

Pension Funds

$8T Total
$1.6T Addressable with Empati

Sovereign Wealth Funds

$10T Total
$1.0T Addressable with Empati
$30T
Total Capital Pool

Who We Serve

Arrangers & Debt Providers

Global banks, private credit, infrastructure funds, and project finance lenders.

Asset Owners & Operators

Hyperscalers, GPU cloud providers, and data centre operators.

Sovereigns

Governments and national utilities pursuing sovereign compute programmes.

Insurers & Pensions

Long-duration capital seeking yield with auditable infrastructure risk.

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