Arqis
Solutions ▾
Neoclouds & GPU cloudsGPU supply and customer offtake Data-centre & AI infrastructure operatorsLeases, power and tenant concentration OEM & hardware suppliersDelivery, allocation and warranty exposure Banks, funds & private creditGPU-backed financing and covenants Infrastructure funds & investorsCross-border AI infrastructure capital Insurers & reinsurersStructured exposure and accumulation AI labs & compute buyersFrontier training and inference transactions
How Arqis is used Risk coverage Pricing Extensions Security
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SOLUTIONS · DATA-CENTRE & AI INFRASTRUCTURE OPERATORS

You underwrite a fifteen-year lease in six weeks, then never look again.

We are the risk intelligence and underwriting layer for data centre leases: underwriting the lease before you sign it, re-underwriting the ones you already signed, and re-rating both as tenant credit, grid, delivery and regulation move.

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15yr vs 6wk
lease term against the diligence window it is usually signed inside
5 systems
where lease terms, tenant credit, interconnect status, EPC milestones and insurance sit today
60–85%
minimum utilisation floors now appearing on both sides of the lease
How Arqis is used

One tenant across nine sites is one exposure, not nine

Lease terms, tenant credit, interconnect status, EPC milestones and insurance sit in five systems today. We hold them as one graph.

01

A new commitment

Before you sign a lease, a power agreement or an anchor tenant transaction, get an approval-ready memo with revenue and MW at risk.

"Should we take this tenant at this utilisation floor?", priced before signature.
02

The signed book

Read your leases, PPAs and tenant contracts against each other to find where contracted cost and contracted revenue don't line up.

"What does one lost tenant do to a covenant?", answered from one register, not five systems.
03

Facts changed

A transformer OEM slips, a tenant's credit moves, or a grid interconnect date changes, and the affected sites re-rate automatically.

One transformer slips 120 days: $28.5M of contracted revenue and 64MW at risk, inside a day.
Risk coverage

The risks that actually break a lease book

Credit screening catches one of these. We price all of them, on the same graph.

Offtaker / Customer Risk
01 · COUNTERPARTY AND DEMAND

An anchor tenant weakens, downsizes or does not renew after the capacity has been built around them.

Compute Utilization / Demand Risk
02 · UTILIZATION AND STRANDED CAPACITY

MW built ahead of demand that does not arrive at the rate the investment case assumed.

Regulatory Deployment / Stranding Risk
05 · REGULATORY AND GEOPOLITICAL

Export-control, data-sovereignty and AI rules can restrict which tenants and workloads the site may serve.

What we charge → All eight risks, and what is covered today → Who we work with, and how → How your contracts are handled →

Send us one lease on your book. We'll show you the exposure in a day.

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