Baula develops, funds, owns and operates modular AI infrastructure at renewable energy sites, turning constrained and curtailed energy into new revenue for the energy asset owner.
Partner with usRenewable generators across the NEM increasingly produce more energy than the network can carry or the market can absorb. When that happens, output is curtailed: clean energy goes undelivered, and the revenue the asset owner should have earned is lost. In 2025, NEM curtailment reached 7.2 TWh.
At the same time, AI is driving rapid growth in electricity demand, and the compute behind it is struggling to find power. Where data centres want to build, the grid is congested and new connections take years.
One side of the market has energy it cannot sell. The other is waiting years to connect. Baula closes that gap, at the asset owner's site.
A Modular AI Factory at the renewable energy site. Baula is developing self-contained compute infrastructure, deployed where the energy is generated and designed to support NVIDIA reference architecture.
Baula purchases the site's constrained and curtailed energy under long-term agreements and operates the infrastructure at the carrier-grade standard that AI compute demands. The asset owner provides the site and the energy. Baula carries the capital, the build and the operations.
Energy that would otherwise be curtailed or sold at a loss becomes contracted, long-term income, at no capital cost to the asset owner.
Baula funds, builds, owns and operates the infrastructure end to end. There is nothing for the asset owner to build, staff or maintain.
The site's generation, dispatch and market obligations always take priority. Baula's load is designed around them, never the other way around.
If you own or operate a renewable energy asset and would like to discuss a potential project, contact us for a confidential initial assessment.
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