Avax One Technology (AVX) investor relations material

Strategic positioning and business evolution

• Transitioned from AgTech to Fintech, focusing on blockchain, AI HPC, and on-chain finance since 2021.

• Became an Avalanche treasury company, holding 14 million AVAX coins and actively staking over 90% for ongoing revenue.

• Three-pillar model: Bitcoin mining, Avalanche treasury, and modular AI HPC data centers.

• Modular, behind-the-meter data centers target the underserved 1-50 MW segment, offering rapid deployment and capital efficiency.

• Data centers are Tier 3 ready, ensuring 99%+ uptime and redundancy.

Infrastructure and operational advantages

• Alberta, Canada chosen for abundant low-cost natural gas, favorable permitting, and proximity to dark fiber networks.

• Behind-the-meter power model enables $0.04/kWh costs and avoids lengthy utility interconnection queues.

• Modular design allows for scalable, replicable expansion across North America, with a blueprint for 5-50 MW sites.

• Initial 10 MW Alberta facility targets Q1 2027 for client deployment, with a 9-18 month time to revenue.

• Redwater site serves as a pilot for AI HPC, using 100 KW of excess capacity to validate the model.

Financials, funding, and client acquisition

• $25 million cash on hand, with data center build costs estimated at $30-35 million.

• Plans to secure tenants before seeking traditional bank financing at attractive rates.

• Multiple tenant prospects identified, with announcements expected before Q1 2027.

• Annualized mining revenue at $4 million, with staking yields around 6% net.

• Monetization flexibility allows dynamic allocation of capacity between AI HPC, Bitcoin mining, and Avalanche compute.