Corvex (MOVE) Investor presentation summary

Investment highlights

• Positioned as a rare, public pure-play AI infrastructure company with significant growth potential in a rapidly expanding market segment.

• Multiple value engines: scaling AI Factory MWs 5x, proprietary Token Factory for TAM growth, and differentiated security for sensitive AI workloads.

• Experienced leadership and management team with proven track records in technology, infrastructure, and capital markets.

• Attractive equity returns projected for near-term investments, supported by contracted data center expansions and a robust pipeline.

Market opportunity and differentiation

• Exponential AI demand growth is expected to outpace supply, creating a favorable environment for infrastructure providers.

• Limited public market access to AI infrastructure investments, with few rapidly scaling public AI companies.

• Differentiation through proprietary security, cost-effective token-based intelligence, and vertical integration from site selection to delivery.

• Addressable market expanding across AI infrastructure, inference services, and AI security software.

Growth strategy and execution

• Three complementary growth vectors: AI Factory (GPU clusters), Token Factory (API-based AI model access), and Assured AI (runtime security software).

• 5x data center capacity growth under contract, with hundreds of MWs in the pipeline and options for further expansion.

• Focus on long-term recurring revenue contracts, credit-quality customers, and high-margin software upsell opportunities.

• Rapid deployment and operational excellence demonstrated by fast GPU cluster installations and performance improvements.