Duos Technologies Group (DUOT) LD Micro 20th Annual Main Event Conference summary

Strategy and deployment model

• After selling the rail business in July, focus shifted fully to data centers, targeting 1–20 MW sites with existing power and fiber rather than 100 MW hyperscale facilities.

• Modular infrastructure is built offsite for deployment in under six months; stated build costs are $6M–$6.5M/MW, versus $12M–$14M/MW for larger facilities.

• The colocation model owns facilities, not GPUs; pricing is ~$180/kW plus power passthrough, with 5–10-year customer terms and 24/7 power availability under five-nines SLAs.

• Management sees 1–20 MW capacity as a fit for AI inference and enterprises needing higher-density infrastructure that legacy data centers cannot readily support.

Contracts and deployments

• A 4.7 MW cluster for Axe Compute and its tier 1 hyperscaler customer was deployed in under 75 days; Columbus is billing 7 MW, with an upgrade to 10 MW planned.

• A 55 MW Axe Compute agreement covers two sites; a separate 4 MW customer deployment is underway in Roberta, Georgia.

• A new 20 MW Carolinas agreement with a public cloud provider is scheduled for deployment by end-April 2027 and has a 10-year term; speakers cited both ~$10M total contract value and ~$450M–$460M over 10 years.

• More than 100 MW of land and power has been secured, with additional 5–20 MW tranches identified as deliverable within 60–90 days.

Unit economics and financial outlook

• Per MW, stated build cost is ~$6.5M including land, annual revenue is ~$2.2M and annual EBITDA is ~$1M; payback was described as under three years for smaller builds and under five years for larger projects.

• Direct infrastructure procurement generated nearly $30M year to date at 12%–15% average margins, with a four-person team; suppliers include Schneider, Vertiv, Eaton and Corning.

• 2026 revenue is expected to exceed $50M with positive EBITDA; 2027 revenue is forecast above $160M, with sizable EBITDA growth as contracts come online.