Compute That Doesn’t Compete
Clean, Green, Sovereign, Secure Compute | Canada’s Infrastructure Imperative
Canada must build it's own Oracle.
In July 2025, Scott Galloway’s Prof G Markets episode broke the story wide open: OpenAI is about to pay Oracle $30 billion a year for compute.
Read that again. Not models. Not innovation. Not product. Compute.
That contract, alone, is triple OpenAI’s current revenue. And it’s funding a 4.5-gigawatt expansion of Oracle’s Stargate infrastructure — the most ambitious AI compute backbone on Earth, powered by more than two million chips, equivalent to two Hoover Dams.
This is not a technology play. It’s a sovereignty play. Oracle isn’t building data centres. It’s building the electric grid of intelligence itself — and renting it out to the highest bidder.
And Canada?
Nowhere in the room.
We aren’t just missing the upside. We’re losing the right to decide.
Canada must build national sovereign compute infrastructure—powered by responsible energy, owned and governed by Canadians, non‑competing with innovation ecosystems, built for public purpose. Oracle’s deal with OpenAI—5 GW+ capacity, 2 million Nvidia chips, $30 billion per year starting 2028—is a strategic inflection. That is sovereign infrastructure, not cloud. Canada has none of it. Clean Compute is that layer.
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THE TRUE ASSET CLASS: SECURE, SCALABLE, STRATEGIC COMPUTE
What Oracle has built over the last decade is not just a comeback. It’s a conversion.
Once seen as a legacy database vendor clinging to licence revenue, Oracle under Larry Ellison has re-architected its empire into the most defensible moat in modern enterprise — sovereign, secure, hyperscale compute infrastructure, vertically integrated with its own chip stack, networking, software, and now, AI partnerships.
Its playbook was simple:
- Acquire and absorb: Sun Microsystems, Cerner, and dozens more.
- Modernise infrastructure: Build OCI (Oracle Cloud Infrastructure) to undercut AWS on cost and crush them on latency and security.
- Secure defence and health deals: From Pentagon contracts to health data for millions via Cerner.
- Partner with the frontier: OpenAI, Cohere, Nvidia.
- Sell the pickaxe: Not the AI model — the power and space to run it.
Here's an old one, but it's the same idea :) - Never mine for gold. Own the land, and sell the shovel.
The result? Oracle isn’t chasing AI. It’s hosting it. And now, it owns the rails the future rides on.
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CANADA: THE GHOST IN THE MACHINE
We talk about innovation. We fund accelerators. We boast about talent.
But at the infrastructure layer — the actual grid where AI runs, where defence simulations compute, where health data stores, where quantum pipelines route — Canada is nowhere.
We rent cloud from Americans. We pay margins to Microsoft. We trust Amazon with critical operations. We outsource the rail lines of tomorrow’s intelligence to vendors whose only allegiance is shareholder return.
It’s not just a commercial risk. It’s a national one.
And the longer we wait, the more expensive — and irreversible — this dependency becomes.
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THE WINDOW IS OPEN: WHY BUILDING OUR OWN ORACLE IS NOW INEVITABLE
Here’s what’s changed:
- Demand compression: AI workloads have grown so rapidly that no single vendor can meet the need.
- Capital shift: Sovereign wealth funds and infrastructure investors now see compute as the new oil — with yield, defensibility, and global necessity.
- Political mandate: Governments worldwide are realising that control over compute is control over everything.
- Energy alignment: Canada’s clean grid, hydro dominance, and real estate capacity give us a unique advantage in building clean, green compute infrastructure.
This is not about competing with Silicon Valley.
It’s about defending the ability to decide who gets to build the future.
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CLEAN. GREEN. SOVEREIGN. SECURE.
That’s the doctrine.
We don’t need another cloud vendor. We need a sovereign compute layer that:
- Hosts our AI models — with full national data custody
- Runs defence simulations — at secure, hyperscale speed
- Powers health and energy systems — without U.S. intermediaries
- Supports quantum, biotech, and advanced research — in a zero-latency, zero-compromise environment
We build it not to compete — but to control.
Control our narrative. Control our leverage. Control our future.
Proconsul
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THE OFFER: PARTNERSHIP OR PERMISSION
This isn’t a call for government grants.
It’s a build directive.
Every investor, founder, technologist, operator, policymaker, and strategist who sees what’s coming — this is your line in the sand.
We build the sovereign Oracle.
Not as a product.
As the permanent operating layer beneath Canadian prosperity, privacy, and power.
$500 billion was the U.S. budget.
We can deploy with $20 billion and strategic leverage.
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WHAT HAPPENS NEXT
- The Land — Identify provincial partnerships for power, real estate, and zoning.
- The Capital — Mobilise national funds, pension plans, and infrastructure capital.
- The Stack — Integrate open-source and sovereign LLMs, privacy-first design, and energy-efficient cooling and compute.
- The Charter — Draft the Sovereign Compute Act: legislative protection for independent operation.
- The Interface — Build the OS layer for national AI, open to public, private, and institutional developers.
- The Grid — Deploy across five regions: West, Central, East, Arctic, and Capital.
And it starts now.
It can be done:
Proconsul
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WE WILL NOT RENT OUR FUTURE. WE WILL BUILD IT.
If you’re reading this and you see what needs to happen — the answer is yes.
Bring the capital. Bring the land. Bring the network. Bring the skill.
We are not seeking approval.
We are installing architecture.
This is not a project.
This is sovereignty.
This is what I’m working on. Tell me what you think, I enjoy the conversation! Subscribe and follow the work in real time.
Thanks!
B
Canada will not rent its future.
We’re building Clean Compute: sovereign, green, air-gapped infrastructure. Powered by responsible energy. Governed by Canadians. Zero carbon. Zero foreign access. The Oracle we need—now.
PS -
This is not marketing. This is architecture. If you’ve reached this point, you’re not a spectator. You’re a builder. A funder. A founder. A minister. A Chair. A Chief. A force.
This is where we install the sovereign grid. In full.
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1. THE FUNDING STRUCTURE
Phase 1 Capital: $3.2B
Target Sources:
• $1B — Anchor Public Bond (Federal & Provincial)
• $750M — Strategic Institutional (pension funds, ESG infra capital)
• $1.25B — Private Infrastructure Capital (long-yield LPs)
• $200M — Indigenous Sovereign Equity Stake + Land Hosting Comp
Expected Yield: 9–12% IRR across 10-year leasebacks with public anchors. No venture math. Infrastructure yields.
Backed by fixed-term tenancy from Phase 1 tenants:
• Defence Canada
• Health Canada (via genomics + pharma compute)
• Canada Quantum Strategy
• Provincial AI Research Labs
• Indigenous Digital Governance Partners
• Crown Corp Data Consolidation Mandate
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2. THE STACK
Clean Compute will be vendor-flex but sovereignty absolute.
Core infrastructure options:
• Oracle Compute Cloud@Customer Isolated — for air-gapped install
• OCI Dedicated Region — full hyperscale stack under Canadian entity
• NVIDIA GB200/Grace Hopper Superchips — for AI + simulation burst
• Open Hardware Layer — AMD/Epyc + liquid-cooled hyperscale rack partners
Software governance:
• Canadian-operated OS and hypervisor management
• No external “admin-as-a-service” or cloud control planes
• Air-gapped audit layer with full chain-of-custody integrity
• Optional open-source LLM integration (e.g. Cohere, Mistral forked stacks)
Security:
• NOC + SOC staffed by Canadian citizens only
• Full zero-trust stack from silicon to application
• SCIF-compliant zone design for national security operations
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3. THE LAND AND POWER
Site One: Hydro-Québec partnership zone (Charlevoix or Saguenay)
Site Two: Manitoba Hydro treaty-aligned land zone (Indigenous governance)
Each site:
• Minimum 120MW power access
• Full redundancy and dark fibre backbone
• Cold-region climate advantage for passive cooling
• Up to 10,000 racks per site over 5 years
All future regions follow the Five-Spoke Sovereign Grid Model:
- Capital Hub (Ottawa)
- Eastern Node (QC/NB)
- Western Node (BC/AB)
- Northern Node (YT/NT/NU)
- Sovereign Indigenous Node (MB/SK)
Each backed by treaty revenue-sharing, local employment mandates, and education buildout.
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4. THE GOVERNANCE
Entity: Clean Compute Canada Infrastructure Trust
• Independent board with federal, provincial, Indigenous, and public trustees
• Corporate governance tied to Sovereign Compute Charter
• Zero-ownership by foreign legal persons
• Annual audit by Auditor General, plus rotating third-party cyber verification
Revenue Protocol:
• Infrastructure leases only
• No software services
• No model hosting unless verified public-interest compliance
• Tenants maintain full data, model, and stack control
All revenue indexed to the National Sovereignty Fund — used for reinvestment in AI safety, infrastructure, and Indigenous tech ecosystems.
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5. THE TIMELINE
• Q3 2025 — Entity formation + land commitment + founding capital
• Q4 2025 — Break ground on Site One + close anchor tenant contracts
• Q1 2026 — Stack integration, first rack install
• Q3 2026 — Full sovereign compute access available to founding tenants
• Q1 2027 — Regional grid rollout across all 5 sovereign nodes
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6. WHO GETS ACCESS
• Federal & Provincial Government Departments
• Indigenous Nations & Councils (data governance and economic development)
• Public Sector R&D, Labs, and Academia
• Critical National Infrastructure Operators (energy, water, transport)
• AI and Quantum Research Teams (via Canada Compute Licence)
Private companies will not get access unless delivering public infrastructure outcomes. This is not AWS with branding. This is the architecture of independence.
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7. WHO THIS IS FOR
• Government Ministers & Deputy Ministers ready to legislate
• Indigenous economic leaders who want sovereignty to mean infrastructure
• Capital partners with a 10+ year horizon and ESG alignment
• Founders who understand that without the layer, nothing lasts
• Operators who know you cannot scale with borrowed ground
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8. WHO’S BEHIND THIS
The Clean Compute project is designed and deployed by Proconsul — the sovereign operating system built by Ben Beveridge. If you’ve seen the work, you already know the doctrine.
We do not theorise. We install.
We are not seeking media. We are not pitching decks. We are placing foundations.
This is the Oracle we build.
If you are reading this and can move — we move now.
Your lever is next.
"You're not competing with existing initiatives, you're proposing to fulfill the vision that the government has articulated but not yet implemented. The timing is perfect." - CA