Penguin Solutions, Inc. · NASDAQ:PENG

Penguin Solutions — 21st Annual Needham Technology, Media, & Consumer Conference 2026

8 slides from Penguin Solutions's conference presentation, May 12, 2026

  1. Slide 1: The AI Factory Platform Company

    The AI Factory Platform Company NASDAQ: PENG Corporate Overview May 2026

  2. Slide 2: Disclaimer

    Disclaimer This presentation and the oral communications made during the course of this presentation contain forward- the failure to successfully integrate and operate them or customers' negative reactions to them; the impact of looking statements within the meaning of Section 27A of the Securities

  3. Slide 3: We Are at a Fundamental Inflection Point in AI

    We Are at a Fundamental Inflection Point in AI AI Is Moving from AI Workloads Are AI Adoption Is Expanding Demand for Memory-Centric Experimentation to Production Evolving Beyond Hyperscalers Architecture Is Increasing AI is scaling from initial pilots AI Factory workloads Demand is broadening acros

  4. Slide 4: Integrating AI Within Business Flows Is Changing the Landscape

    Integrating AI Within Business Flows Is Changing the Landscape Inference and agentic AI workflows move into production at scale, driving increased demand for CPUs and memory Pre-Agentic AI Inference Inference at scale with Agentic AI Agentic Workflow Planning User Requests User & System Driven Reque

  5. Slide 5: ClusterWareAI

    Penguin deploys and manages AI Full-Stack AI Factory Platform infrastructure at scale. Our AI Factory Platform has six core elements: AI Ops Orchestration 1. ClusterWareAI: AI Factory Orchestration and 1 4 Security | Metering | Observability | AI Frameworks | Multi-tenancy Management Software; agent

  6. Slide 6: Enabling Agentic AI Driven Infrastructure

    Enabling Agentic AI Driven Infrastructure Penguin's portfolio of products and services helps customers navigate the era of inference at scale and improve tokenomics Accelerating Speed to First Token Driving Efficiency & Speed Scaling Agentic AI Workloads Full-Stack AI Factory Platform MemoryAI Produ

  7. Slide 7: AI Demand Driving Growth in Memory and AI/HPC

    AI Demand Driving Growth AI-Driven Integrated Memory + Non-Hyperscale AI/HPC in Memory and AI/HPC Business represented > 60% of H1 FY26 net sales and grew > 50% versus H1 FY251 H1 FY26 Total Company Net Sales of $686M Non-Hyperscale Integrated Advanced Optimized AI/HPC 17% Memory Computing LED Integ

  8. Slide 8: Thank you

    Thank you The AI Factory Platform Company www.penguinsolutions.com © 2026 Penguin Solutions, Inc. All rights reserved. 8|

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