New Era Energy & Digital, Inc. · NASDAQ:NUAI
New Era Energy & Digital — FY2025 Earnings Presentation
29 slides from New Era Energy & Digital's earnings presentation, Mar 17, 2026
Slide 1: Investor Presentation: Fourth Quarter FY2025 Business Update
March 17, 2026 Investor Presentation Fourth Quarter FY2025 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: Today’s Presenters
Today’s Presenters Charlie Nelson President & Chief Operating Officer ● Infrastructure developer with experience building and scaling large energy and industrial platforms ● Background across pipelines, gas processing, power, terminals, fuels and chemicals ● Led development and commercialization of
Slide 4: Industry Landscape and Growth Drivers
Context 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 ● Flagship asset: Texas Critical Data Center (“TCDC”), Growth Drivers driving unprecedented demand Permian Basin (1+ GW campus,
Slide 5: Designed for Accelerated Execution
Company Playbook Designed for Accelerated Execution Differentiated Site Sourcing Capital-efficient GP/LP Structure Multi-channel origination via BTM expertise, energy partnerships, Lower balance sheet requirements vs. traditional development; GP and curated developer network; access to sites unavail
Slide 6: Solving the Core Constraints of Hyperscale AI Deployment
Solving the Core Constraints of Hyper- BTM + Grid Only Grid Model scale AI Deployment Behind-the-meter powered - Direct interconnection offers Fully integrated power and infrastructure shell model aims to ensure long-term capacity but requires Grid power certainty and delivery longer lead-times appr
Slide 7: NUAI-Led Campus Development
DEVELOPMENT TIMELINE NUAI-Led Campus Development Land Site & Control Identify and entitle sites with access to power, water, and fiber in desirable compute corridors. Supported by platform-level delivery partnerships Power Procurement Control of power availability and economics expected through BTM
Slide 8: Our Multi-Campus & GW Platform
Our Multi-Campus & GW Platform Under Development In Planning Location Location Estimated Total Texas Critical Outside City of Odessa, TX New Mexico Southeast New Mexico Capacity Ector County (492 acres) Lea County (3,500 acres) Data Centers Campus Partners Partners Campus (TCDC) Ramboll, RK, et al.
Slide 9: TCDC: Our Flagship Campus
Calpine, Quail Run TCDC Additional 54 acres TCDC: Our Vistra Energy Flagship Campus • First major deployment of the NUAI TCDC 438 acres development platform • 438 acres owned + 54 acre corridor pending (Ector County, Texas) • Permian Basin energy corridor • Adjacent to generation assets operated by
Slide 10: Data Center Campus in the Permian Basin
Deep Dive Data Center Campus in the Permian Basin TCDC Power Development Pathway Initial Development (200 MW): Phase 1 powered- shell deployment plans to leverage existing POI (point of interconnection) Integrated Power Development (+450 MW): Power with physically diverse gas supply from three pipel
Slide 11: A Next-Generation Modular Data Center Platform
Key Features Introducing: ATOM The future of A Next-Generation Modular Data AI infrastructure Center Platform 25 MW Base Deployment Unit ∞ Scalability 80% Modular Construction 2026 Manufacturing Planned to Begin Expect engineering finalization Precision-engineered for Modular units stack side by Fac
Slide 12: Delivery Ecosystem
Design & Engineering Manufacturing Delivery Designed in collaboration with EYP & Ramboll Strategic partnership with RK Mission Critical Ecosystem Engineering Precision Dedicated Fabrication Capacity World-class strategic The combination of EYP/ Ramboll's Our partnership with RK Mission Critical allo
Slide 13: Building the Midstream Infrastructure of the AI Economy
Capital Structure 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,
Slide 14: Project Financing
Project Financing NUAI ● Large-scale AI infrastructure projects require institutional capital General Partner (GP) · Sponsor & Developer partnerships ● Projects would be financed primarily at the asset (project) level NUAI would receive dev. & mgmt. fees ● NUAI would act as sponsor and developer (Ge
Slide 15: Key Milestones Achieved in 2026
Key Milestones Achieved in 2026 Closed acquisition of remaining 50% of TCDC from Sharon AI JAN Announced appointment of Charlie Nelson as President and COO Announced strategic 54-acre corridor LOI adjacent to TCDC Announced 450MW behind-the-meter generation plan FEB Commercial arrangement with Thund
Slide 16: Near-Term Operational Priorities
Near-Term Operational Priorities Developer Owner Manager Advancing site control and Engineering and execution partner Project-level financing partnerships development readiness engagement Continued expansion of the Progressing power development Commercial discussions with development team and interc
Slide 17: Appendix
Appendix For more information www.newerainfra.ai Investor relations www.newerainfra.ai Lincoln Tan nuai@orangegroupadvisors.com nuai@orangegroupadvisors.com
Slide 18: The Case for Standardization
The Case for Standardization Industry Pain Point Client Consensus Our Proposed Solution Fully Diluted Shares Outstanding ● Skilled construction labor ● Universal requirement for higher ● Single standardized platform—one shortages and extended power density to support next- proven design, engineered
Slide 19: ATOM by the Numbers
ATOM by the Numbers Engineered to optimize the balance between performance, efficiency, and economics Data Hall Footprint Server Capacity Target Efficiency 200,000 sq ft 2,500 racks 1.2-1.5 PUE 60-80% 45-135 98.5% Liquid Cooling kW/rack Target Efficiency Percentage of heat load removed via Maximum r
Slide 20: A Flexible and Efficient Solution
Growth Engine A Flexible and Efficient Solution Optional generators can be removed when used in conjunction with microgrids for higher density campus Designed for upgradability and flexibility Partnering with established modular manufacturers like RK Mission Critical to access dedicated, high-volume
Slide 21: Hybrid Liquid Cooling
Breakthrough Technology Hybrid Liquid Cooling Direct-to-chip cold plates capturing heat at the source Hybrid liquid-air approach — best of 70-80% 20-30% 90%+ both technologies 0.15 WUE (L/kWh), SOTA cooling efficiency Not incremental improvement — a Liquid Cooling Air Cooling Free Cooling fundamenta
Slide 22: Two-Story Architecture Petabit-Scale Network
Two-Story Architecture Petabit- Scale Network Mezzanine-Level MEP Infrastructure Designed for 10,000+ GPU clusters Conventional data centers place mechanical, electrical, and Modern AI training demands massive east-west bandwidth plumbing (“MEP”) systems adjacent to the data hall, wasting with ultra
Slide 23: Intelligent Load & Grid Management
Energy Infrastructure Intelligent Load & Grid Smart Substation Natural Gas Generation Management Manages flow to Data Center Flexible dispatchable source Advanced power architecture can dynamically optimize flow from diverse sources to meet real-time demand Intelligent load management — channeling s
Slide 24: Campus Integrated Power Generation
Power Strategy Sustainability Campus Integrated Power Responsible Infrastructure Generation Building for Communities, not just Capacity. Grid + Gas + BESS + Renewables ATOM’s power strategy is designed not only to ensure reliability, but to establish a resilient, adaptable energy platform that mitig
Slide 25: Standardized Product Platform
Modular Design Standardized Product Platform ATOM establishes a unified design architecture, standardized across mechanical, electrical, and structural systems. Subsequent offerings can be efficiently adapted to address the full spectrum of AI and HPC requirements, leveraging shared vendor relations
Slide 26: Fully Diluted Shares Outstanding
Fully Diluted Shares Outstanding Unexercised Restricted Stock Security Class Shares Outstanding Shares Issued Employee Options Convertible Debt Fully Diluted Warrants Units Common Stock 53,449,171 53,623,529 - - - - 53,449,171 As of 12/31/25 Employee Options - - - - 650,000 - 650,000 2026 Stock Warr
Slide 27: Site Survey
Site Survey Nasdaq: NUAI | newerainfra.ai 27
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New Era Energy & Digital — FY2025 Earnings Presentation on 6ix