The $100B Edge Infrastructure Wave
80% of America has almost zero infrastructure capable of meeting today's AI-era compute and low latency demands.
Is Just Getting Started
Massive signal.
zero Supply Response.
This 80% sits on the Edge: the new, AI-era frontier of economic growth, revitalization and industrial renaissance
-- where today's digital infrastructure simply doesn't reach.
01 / aI-inference / Low latency
AI inference, automation and real-time apps demand sub-10ms response. Centralized
mega-DCs 200+ miles away can't deliver that. This is where proximity beats scale, every time.
02 / where the market is moving
Today's market is moving outward. New industrialization trends and population growth
outside urban centers have created hundreds of high-demand locations with zero enterprise-grade colocation.
03 / local data demand trending
Our dedicated team ensures every project is managed with precision, transparency, and a commitment to budget and timeline.
The Solution:
Edge Data Centers
Small enough to fit anywhere
(5,000 - 10,000 sqft). Housing 80-120 racks. Operationally lean on day-one.
compact, right-sized
Environmentally friendly. Not disruptive to local resources or community. Valued asset to local economy.
good neighbor
Modest sub-1MW needs. Runs on available grid or can bring independent energy source
(ie. solar, natural gas).
no power, no problem
speed-to-market
Replicable playbook. Modular design + vendor stack = lightning fast roll-out and compounding scale (24-mo vs 5-yr).
We
don't choose
the locations,
our customers do.
Before we break ground, we’ll already have 60% occupancy secured. By the time the doors open, we’ll be at 75%.
This is how the demand-led build model works:
National and anchor customers select the markets where they need edge capacity, and in exchange for building at their preferred location, LightSpeed secures strong LOIs and pre-signed contracts before construction begins.
The result is a pre-sold facility at go-live rather than a speculative lease-up. This is why 75% Day 1 utilization is a contractual baseline, not a projection.
Land.
Building.
Power.
100% covered.
LightSpeed Edge has partnered with Sansone Group, a nationally recognized leader in commercial and industrial real estate development.
This collaboration allows us to direct every dollar of this investment toward innovation and revenue -- instead of
real estate.
Sansone’s 67-year track record and $3.2B portfolio give us the flexibility to rapidly acquire sites in any U.S. market—making national scale achievable.
The Sub-1MW Data Center in the AI-Era.
The edge (or micro/small) data center segment specifically holds ~35% of the broader edge infrastructure market and is projected to reach:
$18B-$38B by 2030
20%+ CAGR.
Is also the fastest growing edge infrastructure segment.
The Opportunity.
The Tailwinds Are Strong
1. Edge data centers lead demand-led adoption in AI-era compute.
2. Low latency (<10ms) is a non-negotiable requirement for expanding workloads.
3. Data locality is a legal imperative and driving prolicy.
Phase 1 & 2 starts with 4 sites
Phase 3 , scales massively
Each location will generate between $4M to $6M ARR with ~30% margins (EBITDA).
Demand-led build model guarantees 75% occupancy before doors open.
Strong comparable exits averaging 25x.
Inquiries
tim.brigham@lightspeededge.com