The AI Economy Revolution: Why InfraSight Is Our Platform Play

Charles Portz, Becky Wanta, Jeff Spalding

  • The Challenge: AI’s explosive growth has transformed compute from a cost center into a strategic asset class requiring sophisticated risk and financial management
  • Our Solution: The Workload Compute Unit (WCU) — the first universal standard for measuring and actively managing compute economics
  • The Opportunity: A multi-billion-dollar market at the intersection of AI infrastructure, risk management, and capital markets
  • The Timing: Strategic partners engaged, pilot program launching, and the market demanding standardization NOW

The Compute Crisis Is Here

The AI revolution is happening faster than anyone predicted. What started as proof-of-concept demos has exploded into resource-hungry deployments reshaping entire industries. Organizations are making billion-dollar compute decisions essentially blind — without standardized metrics, clear comparisons, or proper risk controls.

Compute isn’t just another line item anymore. It’s become a strategic financial asset that needs to be priced, managed, and optimized like any other major investment. Yet most enterprises lack the tools to do this effectively.

That’s exactly why we’re throwing our full support behind Co-Founder and CEO Tim Martin and the InfraSight team today.

Introducing the Workload Compute Unit (WCU)

We’ve entered the design phase with key strategic partners to bring our patent-protected WCU out of stealth. This universally applicable benchmark finally clarifies compute costs and makes them comparable — starting with AWS EC2 instances, with a roadmap spanning deeper AWS services, other hyperscalers, on-premise hardware, and emerging AI ‘Neoclouds’ like CoreWeave.

The WCU is a framework for measuring both compute potential and workload performance, normalized across hardware and suppliers, enabling finance teams to reliably quantify and compare $/WCU to manage compute like a financial asset.

“In my 20+ years investing, operating and advising startups, I’ve witnessed only a handful of moments when new sectors emerge and create generational winners. The convergence of cloud and AI has transformed compute from a cost center into a strategic asset class, and the companies that master this shift will become the next decade’s dominant platforms, like Meta and Amazon did in their respective eras.” — Charles Portz, Chairman, former Hedge Fund Co-Founder and CFO/COO

The Perfect Storm: Why Now Is InfraSight’s Moment

The market is reaching a critical inflection point driven by three converging forces:

  1. The Resource Crunch Is Real. Capacity, power, and deployment speed have become substantial bottlenecks in AI. Business leaders need a reliable way to navigate volatility and exposure across public and private infrastructure. Without a vendor-neutral standard, they’re navigating in the dark through increasingly complex and costly decisions.
  2. Financial Teams Are Flying Blind. CFOs and finance managers are making multi-million to billion-dollar compute investments without clear, standardized data. They need to manage compute like any other asset class — with proper risk controls, transparent comparisons, and full audit trails. The current state of fragmented metrics and vendor-specific pricing makes this impossible.
  3. Governance Is Becoming Non-Negotiable. As AI workloads scale exponentially, boards and regulators are demanding transparency. Organizations need a common language and decision-ready framework for analyzing compute economics, ensuring policy compliance, and holding vendors accountable. The regulatory landscape is evolving rapidly, and companies without proper compute governance face significant risk.

This convergence creates an unprecedented opportunity for the organization that can provide the standard. That’s InfraSight.

The Missing Standard: InfraSight’s Competitive Flywheel

Traditional benchmarks optimize for performance. Cloud calculators mirror vendor pricing. FinOps tools report spend. The WCU is fundamentally different — it’s the missing, vendor-neutral unit of account that normalizes workload-level economics across environments and time. No more comparing apples to oranges to grapes.

“After three decades running technology organizations for global brands, I’ve learned that the biggest threats and opportunities lie in what you can’t see until it’s too late. InfraSight changes that. It gives leadership real-time visibility into the cost drivers, risk exposures and performance levers that will define compute budgets. Any executive team ignoring this instrumentation is betting their company on hope rather than evidence.” — Becky Wanta, Board Member, former F50+ Global CIO/CTO

Four Pillars of Compute Financial Management

We’re developing a comprehensive platform that transforms how organizations understand, manage, and optimize their compute investments:

The WCU Benchmark → Our foundational measurement system that accounts for actual workload requirements and normalizes costs across different hardware, suppliers, and time periods. This creates the common language the industry desperately needs.

Risk & Compliance Intelligence → Advanced analytics that help organizations align compute spending with GRC policies, vendor agreements, and regulatory requirements. As compute becomes more critical, this becomes essential for enterprise governance.

Yield Optimization → Sophisticated tools that help teams extract maximum value from compute budgets and M&A transactions by identifying utilization gaps and ROI opportunities. Turn waste into competitive advantage.

InfraX (Future Vision) → Our ambitious roadmap includes making compute capacity a tradable commodity — enabling true price discovery, commercial hedging strategies, and unlocking liquidity for underutilized and latent capacity. Think of it as the Nasdaq for compute.

Each component builds on the previous, creating a comprehensive ecosystem for compute economics management.

Momentum: Where We Stand Today

The first half of 2025 focused on building and launching our MVP platform. Now we’re accelerating:

Current Status:

  • Active design phases with several strategic GTM partners
  • Finalizing specifications and integration pathways
  • Overwhelmingly positive feedback from early partners

What’s Coming Next:

  • Q4 2025: Transition from design to integration phase with partners
  • Early 2026: Launch limited pilot program for qualified organizations
  • Ongoing: Enhanced communication through infrasight.software/news and our thought leadership blog

Priority pilot access will go to organizations dealing with capacity constraints or high-cost workloads — those feeling the pain most acutely.

“In hundreds of board conversations, one theme stands out: you can’t manage what you can’t see. As someone who has scaled data center and cloud operations nationwide, I know how quickly costs multiply when information is fragmented. InfraSight translates technical complexity into straightforward business insights, so leadership teams can make decisions with confidence. The C-Suite needs this level of clarity more than ever.” — Jeff Spalding, Board Member, former COO Peak 10 Data Centers (now Flexential)

Join Us in Building the Compute Economy

For Investors

We’re pursuing a multi-billion-dollar market opportunity at the intersection of AI infrastructure, risk management, and capital markets. Request our Seed Raise investor brief to see how InfraSight is positioned to become the gold standard for compute economics. Schedule an introductory call — we’d love to walk you through the opportunity in detail.

For Strategic Partners & Enterprises

Apply for pilot access to the WCU benchmark. We’re especially interested in working with organizations feeling the acute pain of current compute economics — those making significant infrastructure investments or managing complex multi-cloud environments.

For Exceptional Talent

We’re opening targeted roles in product development, field engineering, business analytics, strategic partnerships, and client success. Join us in building the financial infrastructure for the AI age.

Our Commitment

As InfraSight’s Board of Directors, we’re fully aligned and genuinely excited about this next chapter. The WCU isn’t just another tool, it’s becoming the essential standard for the rapidly evolving compute landscape.

The opportunity is clear. The timing is right. The team is ready.

Let’s make compute economics work for everyone.

Think Strategic,

Charles Portz,

Chairman

Becky Wanta,

Director

Jeff Spalding,

Director

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