Slide 1: Micro Trends in Compute
£ 5 e| Fi LU shifi Fe it ili Micro Trends Ee ea alae Haan - financial commodity. in Compute
Slide 2: SaaS: Never to Be Seen Again
cso Tens n compure vas 2008 oO ‘MlcRo TRENDS IN COMPUTE, SaaS: Never to Be Seen Again Margin Compression ‘Traditional per-seat SaaS economics are collapsing. Enterprise software is rapidly transitioning into direct Al inference execution, eroding legacy 80%+ software ‘margins as compute becomes the
Slide 3: US vs China: Global Commodity
o ‘MloRO TRENDS IN COMPUTE. US vs China: un Global Commodity The 2st Century Oil Compute has offically replaced petroleum as the world's strategic asset. Superpower dominance is now measured in FLOPS end semiconductor manufacturing capacity. Sovereign Compute & Trade Export controls on advanced GPUs
Slide 4: Futurization of Compute: Birth of a Derivatives Market
‘MloRO TRENDS IN COMPUTE. @) 3 Futurization of Compute Birth of a Derivatives Market (On October 5, 2026, the Chicago Mercantile Exchange (CME Group) launches standardized GPU Compute Futures based on Silicon Data index rates for Nvidia H100 and 8200 chips. This landmark market financializes raw pro
Slide 5: Standardizing the Compute Asset
‘MloRO TRENDS IN COMPUTE. Futurization of Compute Standardizing i 3 = the Compute Asset ; ‘Asset Dimension Traditional Energy (Crude Oil) (CME Compute Futures (GPU) Unit of Trade 1,000 US. Barrels ‘One Month GPU Rental Index (H100 / 8200) E Underlying Benchmark —__WTI/ Brent Spot Price Silicon Data
Slide 6: State & Local Regulation
‘MloRO TRENDS IN COMPUTE. i QO A State & Local Regulation | & = Grid Capacity Battles Municipal Zoning State Al Legislation Local utility commissions are Local NIMBYism, water consumption Sta safety and compliance conditioning data center interconnects mandates, and acoustic emissioy mandates are cr
Slide 7: State & Local Regulation
State & Local Regulation
Slide 8: Enterprise AI Spend is Shifting to Open-Weight Models
07 ‘MlcRO TRENDS IN COMPUTE O5 Enterprise Al Spend is Shifting to Open-Weight Models Adoption Quality Enterprises are routing internal Al workloads --«GLM S2outscores toopen-weight models. GPT-5.5 on SWE-bench Pro. SIEMENS coinbase ae : = Q cironb poonDash Pricing Open-weight list prices run roughly
Slide 9: Alpha Compute Strategic Vision
| MicRo TRENDS IN COMPUTE Infrastructure & Energy Integration Unlocking power-secured, state- permitted sites optimized for ultra- dense GPU deployments. (pha Compute Strategic Vision Financial Risk Management Leveraging CME Compute Futures to lock in yield on GPU hardware investments and manage ren
Slide 10: The Future of Compute
_ Compute The Future of Leading the financialization and infrastructure expanshion of global computing power contact@alphacompute.com wwwaalpacompute.com
Slide 11: New Dawn of Sovereign Intelligence
| New Dawn of _ Sovereign Intelligence
Slide 12: Company Overview
' Company | Overview QO]
Slide 13: What Alpha Compute is Today
What Alpha Compute is Today Alpha Compute Corp (Nasdaq: ALP) is a vertically integrated Al infrastructure company providing GPU-as-a-Service (GPUaaS) and confidential compute solutions to enterprise, government and developer clients worldwide.
Slide 14: Leadership with Institutional Credibility
SECTION 01 Leadership with Institutional Credibility Brittany Kaiser Enzo Villani Yury Mitin ‘Wes Levitt, CFA rats A 7 parsers for Sovrrnce on omer fies easton Response ot cibaactracarondgeinaiegond _fnarenucecrg estuary opens, fe ‘iar promt wnaibower whose eds marasemen ‘Sra mato ‘na {ertmonneed sn
Slide 15: Strategy and Business Model
o Strategy and Business Model @ 2
Slide 16: Business Model: AI Compute Flywheel
A! 3 Business Model: Al Confidential Compute Flywheel Enterprise and Developer ‘A Aplatons AI GPU Orie Revenue toners AlCompte Middleware Suite Al Confidential Cloud Media | Finance | Government | Health | Entertainment | Business Suite | Personal Core modular components and content assets with Al i
Slide 17: Business Model: Recurring Revenue From Owned Infrastructure
Business Model: Recurring Revenue From Owned Infrastructure Revenue Streams GPU Rental (Primary): Hourly and reserved- Capacity contracts for NVIDIA Blackwell B200 and, 18300 compute. Conservative base rate of $4.00 per cchip per hour, Current market pricing up to $6.00 per chip per hour. Enterprise
Slide 18: Strategic Differentiation
o | Strategic @ 4 Differentiation
Slide 19: The Competitive Landscape Has a Structural Gap
SECTION 03 Why Alpha Compute Is Different The Competitive Landscape Has a Structural Gap lM Hyperscalers (AWS, Azure, GCP) dominate general- purpose cloud Al, but their shared-infrastructure ‘models create irresolvable data sovereignty and privacy concerns for regulated enterprises. Commodity GPU cl
Slide 20: Opportunity
Opportunity 04
Slide 21: Positioned at the Inflection Point
Confidential Compute: Positioned at the Inflection Point An Emerging Category at Where Alpha Compute the Intersection of Al and Security Sits in the Stack 1m The confidential compute market is 1 Bore-metal infrastructure layer: at an early-stage inflection point ‘Alpha Compute owns the physical hard
Slide 22: Technology and Platform
o Technology and Platform @ 5
Slide 23: Platform Overview: How Alpha Compute Works
SECTION 05 Platform Overview: How Alpha Compute Works Three Integrated Platform Components IGPU Infrastructure Layer: 1,080+ NVIDIA Blackwell B200 and 8300 GPUs Telegram Cocoon Al Confidential Compute Network m Shroud Developer Access Layer: An RPC (Remote Procedure Call) Al GPU compute ‘access with
Slide 24: Key Investment Highlights
o Key Investment _ Highlights @ 6
Slide 25: Why Alpha Compute Now: Six Investment Highlights
SECTION 06 Why Alpha Compute Now: Six Investment Highlights The following six highlights represent the core institutional investment thesis for Alpha Compute Corp. aK Wn = Investment Height Hardware-Level Privacy: AFirst-Mover Moat ‘The Al Compute Flywheet Leadership in Confidential Computing, Black
Slide 26: Deployments and Total Revenue
secvion 07 $19.92M $5.72M (4 DEPLovMENT 504 B200 Chips ALPHA.O1 GAMEE ALPHA-02 Total Revenue
Slide 27: Growth Roadmap: From Pilot to Platform
| Growth Roadmap: From Pilot to Platform @ [
Slide 28: How the Strategy Developed
secvion 07 How the Strategy Developed Alpha Compute's current position is the result of an aggressive, high-speed pivot. In less than seven months, we transitioned from a legacy holding to an active, revenue-generating leader in sovereign Al compute. This timeline tracks our rapid acceleration from
Slide 29: Roadmap (Fiscal Year 2027)
secvion 07 Roadmap (Fiscal Year 2027) 2026-2027 Alpha Computes 2026 fiscal year ended March 31,2026, (Our-2027 fiscal year started on April, 2026. We have developed ‘a road-map that includes: Key Executive Hires for Global Infrastructure Business lm Energy and Data Center Partnerships and Acquisitio
Slide 30: Safe Harbor Statement
secvion 07 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact, including, without limitation, statements regarding our business strategy, futur