SunstackAI
or Space to advance
SunstackAI

Turning sunshine
into intelligence.

An Australian marketplace that turns wasted rooftop-solar/battery into sovereign AI compute.

Backed by UNSW TRaCE Energy Spurt
The whole idea

Clean energy in.
Useful intelligence out.

A small solar/battery-powered computer in a home does AI work for someone who needs it. The homeowner earns. The buyer saves. The sun is not wasted.

Rooftop solar/battery powers a home compute node, which joins the SunStack network and serves AI to a buyer

Rooftop solar/battery

Spare midday sun

Home computer

A small quiet box

SunStack network

Routes the work

AI for a buyer

Real results

The gap

Too much sun. Too little AI.

Wasted sunshine
4–8¢paid for the solar you export at midday
30–40¢to buy the same power back at night

The worst trade in the country. Every sunny day.

Expensive AI
+30–60%more to run AI in Sydney than in comparable US regions

So many Australian businesses send their data offshore to save money.

Two problems. Never meeting.

Why here

This maths only works in Australia.

01

Most solar homes % on Earth

About 1 in 3 Australian homes has rooftop solar. In some suburbs, more than half.

02

The widest price gap

Cheap at noon, dear at night — the biggest spread in the developed world.

03

Batteries at scale

~350,000 homes added a battery in the scheme’s first ten months. 2M+ targeted by 2030.

04

Ready-made rails

The energy market already accepts home-based “virtual power plants.”

How it fits together

Three parties. One story.

Homeowner

Lends the sun

Spare solar/battery energy and a corner of the garage. Earns a share of every job the box runs.

SunStack

Runs the market

Builds the box, routes each job, handles billing, security, and the energy market.

Buyer

Gets the work done

Sends AI work, gets results. Never learns whose garage ran it.

The box dials out to us, so it works behind any home internet — no special setup, no fixed address.

The network

Many small homes.
One big machine.

Thousands of homes plug into SunStack, which routes each job, meters the energy, and keeps it secure. If a storm cuts the sun in Sydney, work shifts elsewhere — or waits.

Unreliable in any one place. Reliable everywhere at once.

Many home solar nodes gathered through the SunStack hub and out to the laptops of the people who use the AI
Two small linked computers on a garage-wall shelf forming one sealed SunStack node, beside a solar inverter on its own circuit
The node

A quiet box on the wall.

One or more small computers — say a DGX Spark and a Mac — linked together by a fast connection (our PAIR router) and sealed into a single quiet box, about the size of a large desktop. Its own circuit. Home Internet. It works only on spare solar/battery energy, and steps aside when the house needs power.

No upfront cost

Financed from what it earns.

One sealed node

The linked units act as one node, isolated from your home network.

You’re in control

Pause it any time from your phone.

Not a concept

It already runs.

A buyer signs in, picks a model, and chats. Real text. Real images. Metered and billed, end to end.

# The same OpenAI client — pointed at SunStack
from openai import OpenAI

client = OpenAI(
    base_url="https://api.sunstack.ai/v1",
    api_key="sk-sun-…",
)
resp = client.chat.completions.create(
    model="qwen3.5-0.8b",
    messages=[{"role": "user",
               "content": "Write a short product blurb."}],
)
print(resp.choices[0].message.content)

The same API you already use.

Live: streaming text
Live: text + image
The control room · Dispatch

One console runs the marketplace.

See every home. Watch each job go to the least-busy one.

admin.sunstack.ai · Dispatch
Live per-model routing: each job goes to the least-busy node
The control room · Energy

One console tracks the energy.

Track usage, energy, and billing across the fleet.

admin.sunstack.ai · Energy
Energy served, broken down per node
The business model

Three parties. Everyone better off.

The economics are simple: cheap solar energy in, useful AI work out, and three groups share what's left.

Homeowner

A new income

Spare solar runs the financed box — no upfront cost. About A$2,500/yr on a single DGX Spark node.

Buyer

Lower prices

Australian-hosted AI ~20% under cloud rates — saving ~A$1,150/yr — and data never leaves home soil.

SunStack + university

A defensible business

Recurring compute revenue no overseas rival can replicate — ~A$780/yr margin per node, growing with the fleet.

Every number in this model is sourced and auditable — open the interactive calculator to change the hardware, model, energy and split, and watch all three parties move.

Explore the revenue calculator →
Beyond raw tokens

The margin is in the solution, not the token.

Raw inference is a commodity — priced to the cent and racing to the floor. SunStack sits one layer up: we turn cheap, local tokens into managed AI that does a real job, and price it on the value delivered.

Commodity

Raw tokens

A pay-as-you-go API that undercuts the big clouds. High volume, thin margin — the floor everyone competes on.

Higher margin

Managed models

Private, fine-tuned models run for a team — with service levels, monitoring and support. Priced for the service, not the token.

Highest margin

Vertical solutions

An assistant wired into a small business’s ERP, accounts and documents — automating real workflows. Sold as an outcome, at many times the token price.

Commodity floor Priced on the outcome →

Same solar-powered tokens underneath — sold as a solution, sovereign and local.

A homeowner checking their earnings on a phone, solar roof behind
Who wins · 1 of 3

For homeowners.

A new income

Earn a share of every job your box runs, from spare rooftop solar/battery energy.

Nothing to pay upfront

The box is financed and pays for itself.

Full control

Pause any time. Remove it any time.

Who wins · 2 of 3

For the people who use the AI.

Lower prices

Powered by the cheapest energy in the country.

Australian & sovereign

Data stays on home soil.

Familiar & trusted

The same tools you already use — with proof of where each job runs, coming soon.

A developer using the SunStack API at a laptop
Who wins · 3 of 3

For SunStack, the university, and the country.

For SunStack & the university

A defensible new business

The first integrated operator of a national compute network — recurring revenue from compute and grid services.

Real research & IP

Energy-aware scheduling, attestation, virtual power plants, tenant isolation. The output: papers, patents, and trained engineers.

A uniquely Australian story

National infrastructure no other country can build the same way.

For the country

Sovereign AI

Designed so every job runs in an Australian home.

A calmer grid

Soaks up midday surplus right where it’s made.

No new land

Uses rooftops people already own.

The market

A big prize — from both sides.

Generative AI could add up to A$115 billion a year to the Australian economy by 2030.1 SunStack sits between fast-growing demand for AI and the largest pool of idle green energy on Earth.

Demand · the buyers

A$33.6 bn2
Australian public-cloud spend in 2026, up 17.9% in a year — the pool SunStack undercuts.
A$946 M3
Spent on AI-optimised cloud in 2026 (+128%) — the GPU-inference market we compete in head-on.
2.7 million4
Australian businesses — 97% of them small — with AI adoption climbing fast.
+72–90%5
More a business pays for grid power here than in the US. Behind-the-meter solar skips the premium.

Supply · the homes

~4.3 million6
Homes & small businesses with rooftop solar — about 1 in 3 households, the world’s highest rate.
500,000+7
Home batteries added since July 2025; the government targets 1 million+ by 2030.
8
Battery installs tripled in 2025 (221,000 vs 72,500) — a supply base that compounds every year.
~5¢ vs 35¢9
What surplus solar earns exported vs costs at night — midday sun is near-worthless, and it’s a node’s fuel.
  1. 1 Tech Council of Australia / Microsoft, 2023
  2. 2 Gartner, 2026
  3. 3 SecurityBrief AU (Gartner), 2026
  4. 4 ABS, 2025
  5. 5 US EIA · GlobalPetrolPrices, 2025
  6. 6 Clean Energy Council, 2025
  7. 7 PM of Australia, 2026 · DCCEEW
  8. 8 SunWiz, 2025
  9. 9 AEMO, Q4 2025
The market

A small share is a big business.

We don’t need the whole market — just a sliver of the roofs. Here is the node economics from the calculator, scaled.

Bottom-up · the build

1–5% of solar-battery homes signed over five years
10,000–50,000 home nodes
A$8–39M /yr operator margin (× A$780/node)
A$25–125M /yr paid to households
A$12–58M /yr saved by buyers

Top-down · the headroom

Even the 50,000-node case barely registers against the demand pool:

~4%
of Australia’s A$946M AI-optimised cloud segment.1
~0.1%
of the A$33.6bn Australian public-cloud market.2

The limit is how fast we sign homes — not demand. Room to grow the fleet 10–20× before we touch 1% of cloud spend.

  1. 1 SecurityBrief AU (Gartner), 2026
  2. 2 Gartner, 2026
  3. Per-node economics from the SunStack revenue calculator (operator A$780/yr, homeowner A$2,505/yr net, buyer saves A$1,164/yr).
What’s next

Where we take it from here.

Greener, cheaper energy

Solar/battery-aware scheduling that gets more useful work out of every kilowatt-hour.

Stronger security

Hardware attestation, signed receipts, and tenant isolation between jobs.

Faster inference

Quicker responses and bigger models on the same home hardware.

Deployment & trials

Real garages onboarded, with university and industry pilots — and grid-service trials.

Our first real-world demonstration
Planned across thousands of Australian homes — so families see lower power bills.

Start small. Prove each step. Scale what works.

Australia has a once-in-a-generation chance to build something no other country can.

We’d love to build it here, with you.

Thank you.
UNSW TRaCE Energy Spurt