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:
Micro 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 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.
Mangrove has partnered with Sansone Group, a nationally recognized leader in commercial and industrial real estate development. They have committed to a $100M, 20 site rollout strategy.
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 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@mangroveinfrastructure.com