New Era Energy & Digital, Inc. · NASDAQ:NUAI
New Era Energy & Digital — Q1 2026 Earnings Presentation
20 slides from New Era Energy & Digital's earnings presentation, May 18, 2026
Slide 1: Advancing TCDC Toward Commercialization
May 18, 2026 Advancing TCDC Toward Commercialization First Quarter 2026 Business Update
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements No Offer or Solicitation This presentation (this “Presentation”) has been prepared to assist interested parties in making their own evaluation of New Era Energy & Digital, Inc., a Nevada corporation (“New Era” or the “Company”), its projects and prospects. T
Slide 3: From Platform Formation to Execution Readiness
From Platform Formation to Execution Readiness TCDC Consolidated Funding Pathway Established ✓ Significantly improved capital structure ✓ $115m registered offering of common stock ✓ Removed SharonAI overhang ✓ Macquarie: Up to $290m credit facility + $5m equity issued at $5.00 per share ✓ $80M+ cash
Slide 4: Leadership Team Built to Match Execution Needs
Leadership Team Built to Match Execution Needs E. Will Gray II Charles Nelson Ted Warner Andy Casazza Chairman, CEO President & COO Chief Financial Officer Chief Corporate Officer Sponsor Operations Capital Formation Corporate Integration Energy Relationships JV Execution Project Finance Governance
Slide 5: Institutional-Grade Partners
Institutional-Grade Partners NUAI is now advancing TCDC Partner Role alongside leading Development and operating capability counterparties Apollo platform company already trusted by Up to $290m project-level facility Recent additions to hyperscalers $5m equity issued at $5.00 per share execution & f
Slide 6: TCDC: Our Flagship Campus
TCDC: Our Flagship Campus Calpine, Quail Run TCDC Additional 54 Acres Vistra Energy ✓ 438 acres owned TCDC ✓ Entered into a definitive agreement to 438 acres acquire 54 acre corridor adjacent to TCDC, enhancing ability to structure direct power solutions and optimize interconnection design ✓ Permian
Slide 7: Defined Power Development Pathway
Defined Power Development Pathway Phase 1 (200 MW) Powered-shell deployment via adjacent generation; no significant electrical infrastructure required Phase 2 (+450 MW) BTM power supported by physically diverse gas supply across three pipelines; turbines on order Phase 3 (+750 MW) Phased, demand-dri
Slide 8: Disciplined Funding Strategy
Disciplined Funding Strategy +$80M cash position1 and additional funding flexibility provide sufficient liquidity to support expected equity contribution to TCDC Phase 1 NUAI General Partner (GP) · Sponsor Institutional Investors Limited Partners (LP) Contributes Contributes ✓ Land / site control ✓
Slide 9: Near-Term Priorities
Near-Term Priorities Parallel workstreams advancing toward Phase 1 readiness at TCDC Commercial Development Corporate Executed definitive agreement for $115m registered offering of common Stream JV LOI 54 acre corridor acquisition stock Up to $290M Macquarie credit JV definitive agreement Pipeline r
Slide 10: Additional Information
Additional Information
Slide 11: Fully Diluted Shares Outstanding
Fully Diluted Shares Outstanding Unexercised Security Class Shares Outstanding Shares Issued Restricted Stock Units Employee Options Fully Diluted Warrants Common Stock 53,449,171 53,623,529 - - - 53,449,171 As of 12/31/25 Employee Options - - - - 650,000 650,000 2026 Stock Warrants Exercised 7,964,
Slide 12: Industry Landscape and Growth Drivers
Industry Hyperscaler Demand Rapidly Outgrowing Power Supply New Era’s Unique Position in the Market Landscape and ● Rapid growth in AI and high-performance compute driving unprecedented demand ● Flagship asset: Texas Critical Data Center (“TCDC”), Growth Drivers Permian Basin (1.4 GW campus) ● Scarc
Slide 13: Designed for Accelerated Execution
Designed for Accelerated Execution Differentiated Site Capital-efficient Coordinated Repeatable Sourcing GP/LP Structure Execution Ecosystem Development Platform Multi-channel origination via Lower balance sheet Factory-built modular Standardized frameworks BTM expertise, energy requirements vs. tra
Slide 14: Solving the Core Constraints of Hyperscale AI Deployment
BTM + Grid Only Grid Model Solving the Core Constraints of Hyperscale AI Deployment Behind-the-meter powered - shell model aims to ensure Direct interconnection offers long-term capacity but requires Grid power certainty and delivery significantly longer lead-times Connectivity speed. Fully integrat
Slide 15: Our Multi-Campus & GW Platform
Our Multi-Campus & GW Platform Under Development In Planning Texas Critical Location New Mexico Location Outside City of Odessa, TX Southeast New Mexico Estimated Total Data Centers Ector County (492 acres) Campus Lea County (3,500 acres) Capacity Campus (TCDC) Partners Partners Stream, Ramboll, RK,
Slide 16: Building the Midstream Infrastructure of the AI Economy
Building the Midstream Infrastructure of the AI Economy SPV 1: TCDC SPV 2: New Mexico ... SPV N Proven infrastructure development SIMPLE, REPEATABLE, SCALABLE STRUCTURE framework widely adopted across All projects would be capitalized and managed individually, energy, real estate, and large-scale wi
Slide 17: Site Survey
Site Survey Nasdaq: NUAI | newerainfra.ai 17
Slide 18: Nasdaq: NUAI | newerainfra.ai
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Slide 19: Nasdaq: NUAI | newerainfra.ai
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Slide 20: Thank You
Thank You For more information www.newerainfra.ai Investor relations www.newerainfra.ai Lincoln Tan nuai@orangegroupadvisors.com nuai@orangegroupadvisors.com
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