Duos Technologies Group (DUOT) Investor presentation summary

Business overview and strategy

• Operates modular Edge Data Centers (EDCs) providing edge co-location and AI processing services, with a focus on rapid, capital-efficient deployment and recurring revenue streams.

• Expansion from standard edge computing to AI inference, GPU hosting, and GPU-as-a-Service (GaaS), supported by new partnerships and infrastructure solutions.

• Targeting 60MW national EDC capacity by 2028, with a modular, repeatable deployment model and integrated infrastructure solutions.

• Strategic plan includes building 15 initial EDCs, expanding to high-power (1-10MW) units, and entering commercial relationships for GPU hosting.

• Expansion pipeline covers multiple states, with a focus on low-cost, strategic locations and partnerships with key data center and technology companies.

Financial performance and projections

• Standard 15-cabinet EDCs generate $350K+ annual revenue per unit, with all-in costs of $1-1.2M and gross margins above 70%.

• High-power EDCs (1MW+) expected to generate $2.5M+ annual revenue per unit, with payback periods under 5 years and IRRs of 24%.

• GPUaaS model projects $176M revenue over five years from 4.3MW, with EBITDA margins of 80%+ and a 32% IRR.

• Anticipates $80-100M ARR by 2027-2028, with up to 60MW deployed by 2028.

• Funding plan includes $45M initial equity, $50-75M growth equity, and $50M for high-power EDC buildout.

Operational highlights

• 90-day deployment cycle for modular data centers, with no upfront customer CAPEX and OPEX-driven revenue model.

• High-density, AI-ready architecture with patented security features and 24/7 monitoring.

• Manufacturer-agnostic sourcing and infrastructure solutions improve speed, flexibility, and supply chain resilience.

• Partnerships with domestic vendors ensure compliance with "Made in USA" standards and rapid deployment.

• End-to-end logistics and vendor management services enhance execution and expand addressable market.