Unit economics · MODELED, pre-validation
Attractive — and honest about what's still a model.
| Claim |
Modeled result |
Status |
| Storage-lake gross margin |
~78% (high-70s) modeled storage-lake gross margin |
MODELED (inputs validated) |
| Per-node payback |
~8-month per-node payback (modeled, conservative ramp-fill) |
MODELED (inputs validated) |
| Sensitivity |
margin 74–80% across €8–11/TB pricing; payback 6–10 months across the fill / CapEx sensitivity band |
— |
Input prices (HDD, power, colo, transit, competitor storage) are real, current market quotes; the product economics are pre-validation — no external €10/TB customer yet, and we say so. The demand-gated rack ladder de-risks the two binding uncertainties (price realization, fill) one measured rung at a time.