Big Digital Energy, Inc. · NASDAQ:BGDE
Big Digital Energy — Investor Presentation (July 2026)
6 slides from Big Digital Energy's investor presentation, Jul 6, 2026
Slide 1: Texas Load House: A Power-Ready ERCOT Site with a Three-Track Path to 300+ MW
Texas Load House A Power-Ready ERCOT Site with a Three-Track Path to 300+ MW Big Digital Energy is planning to acquire a power-ready industrial site in the Dallas–Fort Worth area (ERCOT) and develop it into a large- scale AI datacenter. The site is power-ready today with 17 MW of operational ERCOT p
Slide 2: A Power-Ready ERCOT Site
A S S E T & P O W E R A Power-Ready ERCOT Site The site's edge is timing: it carries live ERCOT power today and a path to substantial additional capacity subject to ERCOT validation, while on-site gas lines (two 12-inch and one 24-inch, in service) support behind-the-meter generation in parallel, su
Slide 3: Three Tracks, One Asset
S T R A T E G I C T H E S I S Three Tracks, One Asset The opportunity is structured as three independent but complementary tracks, so capital can be deployed at the scale, timeline, and risk profile that fits each counterparty. The tracks are sequenced to compound: Track 1 will secure the site and a
Slide 4: Deployment Roadmap & Economics
C A P I T A L & R E T U R N S Deployment Roadmap & Economics Track 1 will be funded first and will anchor early AI colocation cash flow, funding the development window. Track 3 will reach in-service early and demonstrate execution; Track 2 will follow as the lowest-risk grid build. The blended retur
Slide 5: The Team Behind the Buildout
P A R T N E R S H I P S & E X E C U T I O N The Team Behind the Buildout Big Digital Energy owns and leads the project, in a joint venture with energy-infrastructure partner 10NetZero and with Vinco engaged to lead engineering, design, and go-to-market. The combination pairs site control and power w
Slide 6: The Acquisition, the Thesis & Why Now
T R A N S A C T I O N S U M M A R Y The Acquisition, the Thesis & Why Now T H E A C Q U I S I T I O N Asset ~50 acres · power-ready (full site) Location Dallas–Fort Worth area, TX Year-1 target 74 MW (from 17 MW) Power at acquisition 17 MW operational Structure BDE / 10NetZero joint venture Status L
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