Big Digital Energy, Inc. · NASDAQ:BGDE
Big Digital Energy — Investor Presentation (November 2026)
20 slides from Big Digital Energy's investor presentation, Nov 6, 2026
Slide 1: Power-First Digital Infrastructure Platform
Power-First Digital Infrastructure Platform NASDAQ: BGDE November 2026 Investor Relations Samir Jain, CFA | OG Advisory Group
Slide 2: Disclaimer
BIG Disclaimer x ENERGY This presentation has been designed to provide general information about Big Digital Energy, Inc. ("BGDE” or "the Company”). Any information contained or referenced herein is suitable only as an introduction to the Company. The information contained in this presentation is fo
Slide 3: Disclaimer
2 Disclaimer This presentation has been designed to provide general information about Big Digital Energy, Inc. ("BGDE" or "the Company"). Any information contained or referenced herein is suitable only as an introduction to the Company. The information contained in this presentation is for informati
Slide 4: Investment Highlights
3 Investment Highlights 1 Includes the 148 MW of BGDE pipeline and the 399 MW of SixThirtyAI power assets in development 2 Includes cash, cash equivalents, and Bitcoin holdings 2 BGDE trading price as of November 4, 2026 Power Infrastructure Assets 169 MW Energized 152 MW BGDE-owned 17 MW under deve
Slide 5: What Changed in 2026
4 What Changed in 2026 Q1 2026 Q2 2026 Q3 2026 Q4 2026 Prior MIGI management still in place Leadership Transition New leadership and board installed Company renamed BGDE Began comprehensive restructuring Operations 75 MW colocation agreement signed Stockholder rights plan terminated Nasdaq equity co
Slide 6: BGDE Platform Today
5 BGDE Platform Today Site Power Future Power Midland, PA 120 MW - PJM Operating · anchor site Corning, OH PJM Expansion site 24 MW 76 MW Hood County, TX2 ERCOT 50/50 JV · Tensor IQ LOI² 17 MW 57 MW Bellefonte, PA PJM Expansion site 8 MW 15 MW 1 Includes the 148 MW of BGDE pipeline and the 399 MW of
Slide 7: Hood County, TX
6 Hood County, TX | 17 MW of Live Power 50/50 joint venture with 10NetZero Scaled Power Pathway 300 Energized today Potential grid capacity Including potential BTM generation "The Hood County site gives us live power and a path to up to hundreds of megawatts, which would let us deliver capacity to A
Slide 8: SixThirty.AI Assets
7 SixThirty.AI Assets Site Power Future Power Mustang PJM Operating · anchor site 24 MW 74 MW Manning MISO Expansion site 25 MW 25 MW Wallis ERCOT Expansion site 20 MW - Wildcat SPP Expansion site 10 MW - Lawton PSO Anchor site In Development 300 MW Wildcat, KS Mustang, TX 5 AI/HPC site conversion c
Slide 9: Leadership & Governance Built for Execution
8 Leadership & Governance Built for Execution Executive Leadership Josh Kilgore | Executive Chairman Principal | SixThirty.AI Infrastructure Development · Real Estate · Capital Formation Phil Stanley | CEO Principal | SixThirty.AI Strategy · Investments · Capital Allocation Cody Smith | COO Principa
Slide 10: Independent Framework for Acquisition of Endeavor Affiliated Assets
9 Independent Framework for Acquisition of Endeavor Affiliated Assets SixThirty.AI-controlled assets may provide BGDE with access to a differentiated development pipeline. Any related-party asset acquisition or contribution would be evaluated through an independent, disciplined and shareholder-focus
Slide 11: As Projects De-Risk, Capital Shifts to the Asset Level
10 As Projects De-Risk, Capital Shifts to the Asset Level Parent-Co equity intended to fund early development; larger construction requirements should increasingly migrate to the project-level as assets reach commercial and construction milestones. Stage De-Risking Milestones Land / Site control · P
Slide 12: Capital stack notes and de-risking status
11 1 Not indicative of committed capital or target percentages. No project-level financing has been committed; the Tensor IQ LOI is non-binding. Complete In process Not started
Slide 13: Proposed Combined Platform
12 Proposed Combined Platform Big Digital Energy SixThirty.AI1 Combined Platform Strategic Optionality PJM, nuclear-powered BTC Mining, Colocation, Energy Management Grid, natural gas, proximity to water sources Major metro access BTC Mining, Hosting, Power arbitrage Multi-grid market and diversifie
Slide 14: Transforming BGDE into an AI Powerhouse
Transforming BGDE into an AI Powerhouse 12
Slide 15: Growth Strategy
13 Growth Strategy 1 Leverage PJM power footprint and Big Digital Energy's site infrastructure to develop AI/HPC hosting business. Engage hyperscalers and GPU-as-a-service providers. 2 Restructure asset base to de-emphasize pure BTC mining and prioritize AI/HPC colocation. Sell, build, or convert as
Slide 16: Leasing Is Extending Well Below Hyperscale Campus Size
14 Leasing Is Extending Well Below Hyperscale Campus Size 7 of 13 executed 2026 infrastructure leases by powered-land developers are 210 MW or smaller with base-term economics of ~$1.86M IT MW / year $2.6M S A M P L E S T A T I S T I C S — 1 3 T R A N S A C T I O N S $2.2M $1.8M Ex. the two 25 MW AM
Slide 17: BGDE controls powered capacity, not contracted critical IT capacity
15 1 BGDE currently controls powered capacity, not contracted critical IT capacity. Conversion would require site engineering, definitive customer agreements, financing and construction.
Slide 18: Market Re-Rates Power as It Becomes Contracted and Financeable
Market Re-Rates Power as It Becomes Contracted and Financeable Public peers illustrate the progression from powered-site optionality to contracted, financeable capacity and ultimately operating cash flow. BGDE remains at the customer-validation stage Hut 8 $11.0B · 949 MW · $7.5B project bonds $10B
Slide 19: BGDE controls powered capacity, not contracted critical IT capacity
1 BGDE currently controls powered capacity, not contracted critical IT capacity. Conversion would require site engineering, definitive customer agreements, financing and construction 2 Market capitalization reflects the value of the entire company and is not attributable solely to AI/HPC contracts o
Slide 20: Development Pipeline of Assets controlled by Sixthirty.AI
Development Pipeline of Assets controlled by Sixthirty.AI 16
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