Compute Labs Offers Investor Opportunities In AI Data Center Buildout

Forbes

4 days ago

stack of one hundred dollars notes
I recently talked with a company that is giving investors an opportunity to participate in the AI economy, particularly in AI infrastructure. This will give investors a way to participate in the wealth generated with the build out of AI data centers.
Ian Buck, VP and General manager of Nvidia Hyperscale and HPC said that, 'every dollar a cloud provider spends on buying a GPU, they make it back at $5 over four years.' He also said that inference is even more profitable with $7 back for every dollar spent. Hence this could be a significant investment opportunity.
This is reinforced by a recent 2025 McKinsey report which says that by 2030, data centers are projected to require $6.7 trillion worldwide to keep pace with the demand for compute power. Data centers equipped to handle AI processing loads are projected to require $5.2 trillion in capital expenditures, while those powering traditional IT applications are projected to require $1.5 trillion in capital expenditures. Overall, that's nearly $7 trillion in capital outlays needed by 2030
Nvidia says that it is helping build 'AI factories' around the globe—data centers purpose-built for training and deploying the world's most advanced AI models. But while Nvidia is selling the picks and shovels of the AI gold rush, investors have limited ways to participate directly in the infrastructure powering it without buying Nvidia stock or funding billion-dollar data centers.
Compute Labs says it is offering to transform enterprise GPUs into yield-bearing digital assets. The company gives public investors a way to earn income from real infrastructure—the same kind of infrastructure Nvidia calls the backbone of the future. The company says that its first $1M GPU vault is backed by NVIDIA H200s, running live AI workloads from vetted enterprise clients. Investors receive yields from these investments, while Compute Labs handles deployment, management and compliance—offering transparency, principal protections and operational oversight.
I spoke with Nikolay Filichkin and Albert Zhang, two of the founders of Compute Labs about what they are doing and more broadly how this could change the way that smaller organizations and investors could get involved in the AI boom.
They told me that they had talked with data center operators on ways that they may help them get capital to invest in AI related equipment like GPUs or memory. This is done as an investment opportunity that can turn devices such as GPUs into tradable digital assets. They have been doing this since last March and with the current high demand for AI they have been having a 20-50% or higher yields on investments. They said that they are confident that this high demand will continue for another 2-3 years. The image below shows the investor syndication structure they are using for these data center investments.
Compute Labs Investment Syndication Strategy
In addition to Nvidia GPUs they are also working with AMD on investments into their GPUS and with other application specific data center chips for AI applications. They are looking to expand their model into quantum computing resources as well, basically into any data center assets that can yield a good return. They are also looking to tokenize everything that makes a data center go, including energy.
They said that this is a new way to fund data center growth and may be of particular interest to smaller and less capitalized data centers. It seems to me that they are essentially turning data center capital investments into operating expenses for the data centers with regular returns to the investors.
The company says that by aggregating on both hardware and capital it can get discounts on the hardware and lower interest on money to purchase the capital assets. They also said that at end of life for AI hardware assets investors can continue to earn returns on the secondary hardware market or they can trade for another investment using their existing assets.
Compute Labs has opened the door for investors to participate in the build out of AI data centers with a promise of significant returns and a way for data center operators to turn major capital investments into operating expenses.