STAKATER Building a Cloud Business
For funded teams, data centre operators, and new cloud entrants who need to go from infrastructure to paying customers โ without engineering the commercial layer from scratch.
Enterprises no longer want everything from one hyperscaler. They want sovereign cloud, GPU compute, industry-specific compliance, regional latency. The market for specialist cloud providers has never been bigger โ and the window to capture it is open right now.
AI training and inference capacity without Big Tech dependency. Enterprises paying a premium for sovereign GPU compute that doesn't move their data to a US jurisdiction.
Data residency guarantees, national infrastructure, no US CLOUD Act exposure. Governments and regulated enterprises are actively looking for this.
Healthcare, fintech, defence โ sectors that need a cloud built to their compliance requirements, not one where compliance is a feature tier they have to pay up for.
Latency, local support, and regulatory proximity that hyperscalers cannot match at the regional level. A credible alternative for mid-market enterprises in underserved markets.
Most neocloud builders start strong on infrastructure. The gap is everything required to actually sell it โ the layer between the hardware and the customer.
โ What you have
โ What's missing
Owned, leased, or colocated. GPU nodes, compute nodes, storage. The hardware investment is made or in procurement.
White-label, your brand. Customers provision their own resources without calling your team.
Chosen or contracted. A serious enterprise-grade Kubernetes platform as the foundation.
What you sell, publishable. Hard customer isolation so customers can't see each other's data.
GPU, sovereign, industry-specific, regional. A reason to exist that hyperscalers can't easily replicate.
Per-customer resource tracking feeding your invoicing system. Without this, you can't charge accurately.
Capital to build and operate. A runway measured in months, with investors expecting revenue before it ends.
Contract signed โ workloads running in minutes. Not a manual provisioning process that doesn't scale.
Every neocloud that tries to build its own commercial stack discovers the same thing: the platform engineering problem is as hard as the infrastructure problem. And it takes just as long.
Multi-tenancy, portal, catalog, metering, billing integration, quota management, day-2 ops tooling. Each one is a project. In sequence, that's three years of build before launch.
Senior platform engineers building commodity cloud infrastructure instead of your differentiation. That's capital raised for competitive advantage โ spent on solved problems.
Every month of build is burn without revenue. Runway shortens. The competitive window narrows. Investors see traction metrics that aren't moving.
The GPU cloud, sovereign cloud, and regional cloud opportunities are being captured now โ by teams that move fast. First-mover advantage in a specialist niche is real and it erodes.
The hyperscalers took a decade to build their commercial stack. You don't have a decade.
The most common neocloud failure mode isn't the technology โ it's launching a catalog so broad it stands for nothing, or so narrow it can't grow. Service definition is the upstream problem that shapes everything downstream.
โ Trying to be a full hyperscaler on day one โ 200 services before you have 10 customers. Complexity with no revenue to justify it.
โ Building the platform before the catalog โ engineering infrastructure for a service menu that changes after the first customer conversation.
โ Pricing agreed after metering is built โ the catalog item design depends on what you're charging for. Changing it later is expensive.
โ Launching without an anchor customer โ no design partner to pressure-test the portal and catalog before the public launch.
โ 3โ5 launch services โ what you can sell, support, and meter from day one. Everything else is a roadmap item.
โ Pricing model โ per vCPU, per GPU-hour, per namespace, flat-rate tier. Agreed before catalog design starts.
โ Target customer profile โ who are the first 10 customers? What do they need? What SLA will you offer?
โ Anchor customer โ one friendly design partner who will run real workloads and give real feedback before public launch.
The hardware, the platform, even the AI stack โ all present. But without the cloud business layer, you have infrastructure. Not a product.
Consumers
They want to buy. But without the commercial layer, there's nothing to sell them.
Layer 4 โ Cloud Business Layer
Self-service portal ยท XaaS engine ยท tenancy ยท governance ยท billing ยท API abstraction ยท service catalog
Layer 3 โ AI Platform
Model training, inference serving, notebook environments. The AI workload layer.
Layer 2 โ OpenShift / Kubernetes
Red Hat OpenShift. Enterprise-grade Kubernetes. Already running or contracted.
Layer 1 โ Infrastructure
Physical compute, GPU nodes, storage arrays. The capital investment is made.
The commercial layer โ between your platform and your customers โ ready in weeks, not years.
Consumers
They buy through the portal. They self-serve. They get metered and invoiced automatically.
Layer 4 โ Cloud Business Layer
Layer 3 โ AI Platform
Layer 2 โ OpenShift / Kubernetes
Layer 1 โ Infrastructure
Everything required to run a cloud business as a product โ not as a proof of concept. On top of your OpenShift. Under your brand. Serving your customers. In weeks.
KCP virtual control planes per customer. Customers cannot see each other's resources, workloads, or network traffic โ by architecture, not by network policy. Enterprise customers require this before signing.
Your brand, your domain, your colour scheme. Customers log in and see your cloud โ not Stakater's. They provision resources, manage teams, and view usage without contacting your operations team.
CRD-backed catalog items. Publish a new service โ managed database, GPU node pool, object storage tier โ the same day you decide to sell it. No integration project per new offering.
Per-customer usage tracked continuously. CPU, memory, GPU-hours, storage, egress โ metered separately. Exported to your billing system via API. Invoicing automated from day one.
Contract signed โ tenant workspace created โ resources provisioned โ customer in portal. Automated end-to-end. New customers don't trigger an operations ticket โ they trigger a workflow.
Stakater Cloud โ our own cloud product โ runs exactly this operating model. Multi-tenant, self-service, white-label, metered, live since October 2024. We're not selling a vision. We're showing you what we run.
Validate what you're selling first. Then build it. First customer in 10 weeks.
Service catalog designed, pricing model agreed, anchor customer identified
We
ยท Catalog design workshop
ยท Pricing model validation
ยท Go-to-market scope
You
ยท Business model hypothesis
ยท Target customer profile
ยท Infrastructure inventory
Cloud Orchestrator running, portal white-labelled, first tenant workspace live
We
ยท Deploy Cloud Orchestrator
ยท White-label portal with your brand
ยท First catalog items published
You
ยท OpenShift cluster ready
ยท Brand assets + domain
ยท SSO provider chosen
Anchor customer running workloads, metering and billing live
We
ยท Anchor customer onboarding
ยท Billing API integration
ยท Metering validation
You
ยท Anchor customer signed
ยท Billing system ready
ยท Support workflow defined
Public launch, self-service signup, first 10 customers
We
ยท Self-service onboarding flow
ยท Launch readiness review
ยท Operations run-book
You
ยท Go-to-market comms
ยท Pricing published
ยท Support team trained
New services added same day, new customer segments unlocked
We
ยท New catalog items
ยท Partner API integrations
ยท Quarterly growth reviews
You
ยท Customer pipeline
ยท New service demand
ยท Partner relationships
The technical platform is the easy part. These four disciplines determine whether your cloud business reaches revenue โ or spends its runway building the wrong thing.
Pick the services your first 10 customers actually need. Build those well. Add more when you have customers requesting them. A focused catalog with great UX beats a sprawling one with rough edges. Hyperscalers win on breadth. Neoclouds win on depth.
One friendly customer who will use the product while you're building it, give you feedback, and become your first case study. They shape the catalog. They validate the portal. They tell you what's missing before the public launch exposes it.
What you charge for determines how the catalog item is built. Per-GPU-hour is metered differently to a flat-rate compute tier. Agree the pricing model in Validate โ before Foundation starts. Changing it after the metering engine is configured is expensive.
Multi-tenancy, metering, the portal, the catalog engine โ these are solved problems. Your differentiation is what you sell and who you sell it to. The engineering that matters is the product layer above Cloud Orchestrator โ not the commercial infrastructure underneath it.
Cloud Orchestrator gives you multi-tenancy, self-service, metering, and a service catalog โ
white-labelled under your brand, serving your customers, in 10 weeks.
We run this ourselves. Stakater Cloud has been live since October 2024. The reference implementation is production โ not a roadmap.
stakater.com