Quantum Data Energy (QDE) Corporate presentation summary

Vision and strategy

• Aims to be a leading provider of transitional energy solutions, focusing on modular, quick-to-cashflow dynamic electricity generating assets to support the energy transition.

• Plans to expand RGT assets to 300+ MW, deploy batteries and green gas, and pursue geographic growth.

• Seeks to become a top AI infrastructure platform on the LSE, targeting 1 GW of AI datacentre power campuses by 2030.

Market opportunity and growth drivers

• UK RGT capacity is expected to grow from 8 GW to 15 GW by 2040, driven by increased renewable integration and demand for flexible generation.

• UK datacentre power demand is projected to quadruple to ~8 GW by 2030, with significant investments from major tech players.

• Government initiatives and capacity market mechanisms provide long-term, index-linked revenue streams and support for DEG assets.

Core business and technology

• Operates as a developer, operator, and owner of flexible generation power assets, with expertise in planning, grid access, and power delivery.

• RGT assets are modular, quick to deploy, and can be repurposed for hydrogen or battery storage.

• RGTs provide grid balancing, supply during renewable lulls, and fast response for frequency regulation.