Alpha Compute Corp · NASDAQ:ALP
Alpha Compute — Investor Presentation (July 2026)
30 slides from Alpha Compute's investor presentation, Jul 28, 2026
Slide 1: New Dawn of Sovereign Intelligence
| New Dawn of _ Sovereign Intelligence
Slide 2: Sections
oO - Sections Company Overview ol Strategy and Business Model 02 Strategic Differentiation 03 Market Opportunity 04 Technology and Platform 05 Key Investment Highlights 06 Growth Roadmap: From Pilot to Platform 07
Slide 3: Company Overview
Company : Overview QO]
Slide 4: What Alpha Compute Is Today
What Alpha Compute Alpha Compute Corp (Nasdaq: ALP) js Today 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 5: Leadership with Institutional Credibility
SECTION oF Leadership with Institutional Credibility Brittany Kaiser Enzo Villani Yury Mitin ‘Wes Levitt, CFA hs Al . overonca ard dtl vec omer Susness, sare ecology Resonate feroversnng beaten Responsible rome wnststower whose cores teak management srt mateo ‘av nd ‘Sximary ipo snopes onsen ines ra
Slide 6: Strategy and Business Model
o Strategy and : Business Model @) 2
Slide 7: Strategic Overview: The Pivot to AI Infrastructure
Section 02 Strategic Overview: The Pivot to Al Infrastructure From Legacy Holdings to Long-Term Vision Active Infrastructure Operator Alpha Compute. Become the provider of Strategtc pot n 2025 and 2026 Legacy biotechnology assets (iOx E . ‘Al compute for enterprises in regulated industries jpeutics)
Slide 8: Business Model: Recurring Revenue From Owned Infrastructure
07 secvion o2 Business Model: Recurring Revenue From Owned Infrastructure Revenue Streams Unit Economics at Scal merureeiGierrocveserss. §$16.2M $19.92M Conservative base rate of $400 per chipper hour: current ‘market pricing up to $6.00 per chip per hour $504 8200 chips (Cana '576.8300 chips (Swede
Slide 9: Business Model: AI Compute Flywheel
o i o7 Business Model: Al Confidential Compute Flywheel Applications: Enterprise and Developer Media | Finance | Government | Health| Entertainment| Business Suite | Personal naheptosto Network: Al GPU Middleware Suite meena Revenue cous supports Cent ‘Al Compute Revenue Drivers: Al Developers, Al A
Slide 10: Strategic Differentiation
o Strategic Differentiation OS
Slide 11: Why Alpha Compute Is Different
SECTION 03 Why Alpha Compute Is Different The Competitive Landscape Has a Alpha Compute Structural Gap Dimension Hyperscalors create for regulated enterprises. areas Cmca) Ye 1m Commodity GPU cloud providers (Lambda Labs, Confidential Compute Partiat CCoreWeave, RunPod) compete on price and scale bu
Slide 12: The Core Differentiator: Confidential Compute
SECTION 03 Confidential Compute: The Core Differentiator What Confidential Compute Means Confidential compute refers to hardware- enforced data privacy at the processing level, using Trusted Execution Environments (TEEs) ‘embedded in the GPU chip itself. Mina standard cloud environment, the cloud Wh
Slide 13: AI Infrastructure Demand: A Structural, Multi-Decade Build
i SECTION 03 Al Infrastructure Demand: A Structural, Multi-Decade Build The Scale of Why the Gap Is Not the Opportunity Closing Quickly Global Al infrastructure spending ll The supply gapis structural, not is forecast to reach $500B+ cyclical. annually by 2028. W Hyperscaler capacity is primarily GP
Slide 14: Market Opportunity
) Srcatity @ A
Slide 15: Enterprise AI Adoption Blocked by Privacy and Security Risk
SECTION 04 Enterprise Al Adop' n Blocked by Privacy and Security Risk Enterprise Al Adoption lM Unresolved concerns about data exposure in shared cloud environments. lM Regulated sectors represent trillions of dollars in GDP but face the most acute regulatory barriers to cloud Al adoption. IIGDPR, H
Slide 16: Confidential Compute: Positioned at the Inflection Point
i SECTION 04 Confidential Compute: Positioned at the Inflection Point ‘An Emerging Category at the Intersection of Aland Security The confidential compute market is at an early-stage inflection point. I Hardware vendor momentum is validating the category: NVIDIA Blackwell architectures include nativ
Slide 17: Technology and Platform
o Technology and Platform @ 5
Slide 18: Platform Overview: How Alpha Compute Works
SECTION 05 Platform Overview: How Alpha Compute Works Three Integrated What Enterprises Platform Components Experience @ GPU Infrastructure Layer: 1,080+ NVIDIA Blackwell B200 and B300 GPUs. 1 Telegram Cocoon Al Confidential Compute Network. lM Shroud Developer Access Layer: An RPC (Remote Procedure
Slide 19: Key Investment Highlights
o Key Investment | Highlights @ 6
Slide 20: Why Alpha Compute Now: Five Investment Highlights
SECTION 06 Why Alpha Compute Now: Five Investment Highlights The following five highlights represent the core institutional investment thesis for Alpha Compute Corp. oa fF WwW PY Investment Hine Hardware-Level Privacy: AFirst-Mover Moat. The Al Compute Flywheel Leadership in Confidential Computing B
Slide 21: Highlight 1: Hardware-Level Privacy and First-Mover Advantage
SECTION 06 Highlight 1: Hardware-Level Privacy and First-Mover Advantage The Opportunity lM Enterprise Al adoption is constrained by data sovereignty concerns. No scaled public pure-play operator currently offers this as a core product at the infrastructure level. Why This isa Moat Ml Hardware procu
Slide 22: Highlight 2: The AI Compute Flywheel Effect
5 i SECTION 06 Highlight 2: The Al Compute Flywheel Effect How the Flywheel Works Applications: Enterprise and Developer Media| Finance | Government | Heath Entertainment | Business Suit | Personal Network: Al GPU Middleware Suite Core with Al Hardware: Al Confidential Cloud AlGPU clusters i tion of
Slide 23: Highlight 3: A CEO Whose Profile Is the Product
a SECTION 06 Highlight 3: ACEO Whose Profile Is the Product Brittany Kaiser and the Credibility Premium In the confidential compute market, the foundational value proposition is trust. Brittany Kaiser has spent over a decade as one of the world’s most prominent public advocates for data rights, digi
Slide 24: Highlight 4: Blackwell Hardware at Scale, Now
22 SECTION 06 Highlight 4: Blackwell Hardware at Scale, Now Why Hardware. Generation Matters Win Al infrastructure, the generation of GPU deployed is directly linked to the type and pricing of workloads a provider can win. NVIDIA Blackwell (B200/B300) is the current state of the art. lM Enterprises
Slide 25: Highlight 5: Special Purpose Vehicles and Disciplined Scaling
SECTION 06 Highlight 5: Special Purpose Vehicles and The Capital Challenge for Infrastructure Operators Alpha Compute has solved this through the SPV subsidiary ‘structure. @ The SPV is a fund-structured vehicle that acquires and holds GPU hardware with limited equity dilution. I The hardware itself
Slide 26: Revenue by Cluster and Client
E i i $19.92M $43.04M 576 8300 chips (Sweden Cluster) Q4 DEPLOYMENT $16.1M 504 B200 chips (Canada Cl REVENUE 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)
27 secvion 07 Roadmap (Fiscal Year 2027) 2026 - 2027 Alpha Compute's 2026 fiscal year ended March 31, 2026. Our 2027 fiscal year started on April 1, 2026. We have developed a road-map that includes: Koy Executive Hires for Global Infrastructure Business Energy and Data Center Partnerships and Acquis
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