Follow the line, from the ground to the GPU.
Seam deploys private GPU infrastructure on natural-gas wells it owns. This is the whole path - how the gas is sourced, how it becomes power, where power becomes compute, and what a working site actually is. The compute itself stays dedicated and private; the rest, we will walk you through.
Time to power, not silicon.
The binding constraint in AI compute is not chips or capital - it is time to power. Grid interconnection queues run three to four years across ERCOT, MISO and PJM, and a handful of hyperscalers hold the front of the line. Generating power on-site skips the queue entirely.
Stranded gas, owned - not borrowed.
Seam acquires marginal-producing gas leases outright - multi-well pads where the gas is stranded, uneconomic to ship, and the operator wants it off their books. Owning the wellbore rather than renting flare gas makes the gas a primary, fixed-price commodity for the life of the lease. That ownership is the moat.
- Multi-well pads · 5-15 bores
- Known production decline curve
- P&A liability assumed at close
- ≈ $1 / MCF, contracted for term
Power, made at the wellhead.
Power is generated on-site by reciprocating gas engines - chosen over turbines for two reasons: they are available in months rather than on a 24-30 month backlog, and they are sized right for the hundreds-of-kW-to-low-MW volume a marginal lease yields. SLA-bearing sites run N+1, so any one engine can drop for service without dropping the cluster.
- 3 × Upstream Data 325 kW gensets
- ≈ 975 kW gross → ~686 kW IT at 1.35 PUE
- Runs on field gas, minimal treatment
- Reciprocating, not turbine
Where power becomes compute.
This is the seam. Because the gas is contracted at a fixed price, the cost per kWh is fixed before the site ever turns on - raw energy in, precise dedicated compute out. The same line that carried power now carries compute.
Dedicated, and yours.
What the customer gets is dedicated and private: single-tenant, air-isolated facilities - no shared tenancy, no neighbor on the rack, full physical custody. Managed H100 clusters, or bring your own hardware; Seam is vendor-agnostic on silicon and earns power-and-uptime margin only. How the cluster is built is ours to operate - what it is, is yours.
- Single-tenant · air-isolated
- Managed H100 or BYOG
- Vendor-agnostic silicon
- Physical custody by default
And then you just address it.
Operating the wells, the gensets and the fiber is ours. What you touch is an endpoint - a base URL, a CLI, a cluster you address like any other. Hit managed H100 over an OpenAI-compatible API, or bring your own stack: a kubeconfig for your nodes, or the whole dark-fiber fabric as one logical cluster.
- OpenAI-compatible endpoint
- Kubernetes · Slurm · Terraform
- SSH · S3-compatible storage
- Dedicated tenancy · single-tenant
What a site actually is.
A Seam site is small by design - a ~1 MW off-grid build at the wells, not a hyperscaler campus. Because moving data is far cheaper than moving gas, we build compute where the gas already is and stitch sites together over dark fiber in a ring, so a handful of pads read as one logical cluster. Inter-site networking adds only ~5% to CAPEX. Closed-loop cooling, no potable water at scale, and a published 99.5% SLA.
- ~536 H100s / site · ~2,680 per 5-site cluster
- Dark-fiber ring → one logical cluster
- 99.5% SLA · < 4 hr / mo unplanned
- Closed-loop / dry cooling
14 weeks from close to compute.
Fourteen weeks from acquisition close to first revenue compute. The schedule is engineered around brownfield reuse - existing pads, tank batteries and road access carry a fraction of greenfield cost.
From a dollar of gas to a GPU-hour.
The all-in price works backwards from gas contracted at the wellhead. Because the input is fixed, so is the output - power that does not move with spot gas, grid tariffs, or capacity-market shocks. Indicative figures, not commitments.
Available, and priced predictably.
Seam competes for a specific dollar at the intersection of hyperscaler rentals, neocloud clusters and gas-fueled colocation. None is a pure substitute - honest comparison is more useful than blanket claims of cheapness.
The methane math, plainly.
Stranded methane has roughly 80x the 20-year warming impact of CO2. Combusting gas that would otherwise leak from a marginal well is materially better than venting it - not carbon-negative, not renewable, and we will not claim either. Seam's position is to publish per-site measurement rather than lean on industry-average emission factors.