New Era Energy & Digital (NUAI) investor relations material

Executive summary

• Transitioned from legacy helium business to focus on large-scale, power-secured AI infrastructure, positioning as a midstream provider for the AI economy.

• Expanded executive team with experienced leaders, including new President/COO and CFO appointed in early 2026.

• Flagship Texas Critical Data Centers (TCDC) campus in the Permian Basin is progressing toward construction, with over 1 GW planned capacity and a multi-phase power development plan.

• Emphasizes a repeatable, scalable platform model for future multi-gigawatt campuses, including the modular ATOM platform for rapid deployment and high energy efficiency.

• Commercial negotiations underway with a leading hyperscale tenant; focus remains on execution and deliverability.

Significant events and developments

• Acquired full control of TCDC by purchasing JV partner’s 50% stake, enabling 100% project control; $70 million acquisition from SharonAI closed in January 2026.

• Announced 450 MW behind-the-meter generation plan and strategic land acquisitions to support phased development.

• Launched the ATOM platform, a standardized, modular 25 MW data center unit to accelerate deployment and reduce labor needs.

• Established key partnerships with Ramboll, RK Mission Critical, Thunderhead, and Last Energy for engineering, manufacturing, power generation, and nuclear SMR development.

Outlook and guidance

• Targeting commercial operation date (COD) for TCDC in Q3 2027, with phased power delivery starting at 200 MW and construction of Phase 1 expected to begin in Q2 2026.

• Near-term focus on advancing site control, development readiness, power development, customer engagement, and commercial agreements with hyperscale tenants.

• New Mexico campus in early planning, targeting over 7 GW capacity with natural gas and nuclear power options; engineering work underway but not a near-term priority.