SOAR AI Releases Investor Presentation Outlining its Planned Path from the Initial $1.17 Billion of Contracted Orders to a Multi-Site AI Infrastructure Platform

Signed orders are expected to generate $175 million to $200 million in revenue in 2027, based on contractual start dates.

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The presentation highlights contracted revenue, the Ohio deployment plan, a phased capital plan and the Company’s growth roadmap following completion of the merger and rebrand

NORTH CANTON, Ohio--(BUSINESS WIRE)-- SOAR AI, Inc. (NYSE American: SOAR) (“SOAR AI” or the “Company”), today announced that it has released an updated investor presentation providing an overview of its AI infrastructure business, contracted customer orders, deployment plan and growth strategy. The presentation is available in the Investors section of the Company’s website at ir.soarai.com and has been furnished with the U.S. Securities and Exchange Commission (the “SEC”) in a Current Report on Form 8-K.

The presentation is the Company’s first comprehensive investor overview since completing its merger with Alignment Engine Inc. on September 11, 2026 and changing its name to SOAR AI, Inc. on October 19, 2026. The Company expects to use the presentation, in whole or in part and possibly with modifications, in connection with various presentations to potential investors, analysts, and other interested parties. The information included in the presentation is summary information that should be considered in the context of the Company’s filings with the SEC and other public announcements the Company has made or may make from time to time.

Presentation Highlights

• Contracted demand before first service: A master services agreement and two four-year, take-or-pay orders with a large AI customer represent $1.17 billion in aggregate contract value and are expected to provide for approximately $133 million in customer prepayments.
• Contracted revenue profile: Based on contractual start dates, the signed orders are expected to generate $175 million to $200 million of revenue in 2027 and approximately $294 million of annual revenue once both orders are in full service.
• Revenue support for the first deployment: A three-year revenue backstop of approximately $215 million supports the initial deployment of 4,096 AMD Instinct™ MI355X GPUs.
• Clear path to service: The Ohio campus is targeted for internal power-on by November 30, 2026, with the initial GPU deployment targeted to be ready for service on December 31, 2026. The second contracted deployment of 4,032 AMD Instinct MI455X GPUs on the Helios rack-scale platform could enter service as early as April 2027, ahead of its June 30, 2027 contractual start date.
• Room to grow: Two additional 4,032-GPU MI455X tranches for future customers are planned for 2027, which could bring the Ohio campus to as many as 16,192 GPUs. The site has 154 MW of power available today and a roadmap to 480 MW.
• Disciplined, phased capital plan: Each deployment phase will be committed only when its customer contracts and financing are in place and are expected to be funded through a combination of customer prepayments, equipment and senior debt, and equity.
• Repeatable model: The Company is actively pursuing a scalable, repeatable growth strategy by exploring additional AI infrastructure locations in the United States and internationally, including repurposed industrial sites and greenfield sites with access to behind-the-meter power.

“Over the past six weeks, we closed our merger, signed $1.17 billion of take-or-pay orders and completed our rebrand to SOAR AI,” said Chris Ensey, Chief Executive Officer of SOAR AI. “We have contracted demand and a powered site moving toward service at year-end, and we are building a platform designed to scale well beyond Ohio.”

“This presentation lays out what is contracted, when we expect it to generate revenue and how each phase will be funded,” said Mark Heinen, Chief Financial Officer of SOAR AI. “Our financial structure is designed to align committed customer demand, customer prepayments and project financing with disciplined capital deployment. With approximately $133 million in customer prepayments, a revenue backstop on our initial deployment and take-or-pay contracts that support project financing, we are matching each phase to signed customer demand before committing capital.”

Upcoming Milestones

The presentation also outlines the Company’s anticipated near-term milestones, including its first quarterly report as a combined company, which will be filed with the SEC in mid-November 2026, internal power-on at the Ohio campus expected on November 30, 2026, the initial GPU deployment targeted to be ready for service on December 31, 2026 and the Company’s annual stockholder meeting in December 2026.

About SOAR AI, Inc.

SOAR AI, Inc. (NYSE American: SOAR) is an AI infrastructure and software company focused on the development and operation of AI infrastructure and AI-powered software solutions. The Company is constructing an AI infrastructure campus in Ohio that combines data center infrastructure, high-density GPU compute, high-performance networking and related technology to support AI, machine learning and high-performance computing workloads. The name SOAR, which stands for Sovereign AI Resources, reflects the Company’s strategy of developing AI infrastructure that provides customers greater control over their data, models and computing environments.

The Company also develops AI-powered operational systems for aviation businesses through its Aviation AI platform and operates Vaunt, a technology-enabled private aviation membership platform.

For more information, visit soarai.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding expected revenue, including 2027 revenue and annual run-rate revenue; customer prepayments and the revenue backstop; the timing of construction, power-on, commissioning and customer service start dates at the Company’s Ohio campus; the timing and quantity of GPU deployments; the Company’s capital plan and financing sources; future expansion, including additional GPU tranches and additional AI infrastructure locations; and the Company’s ability to execute its growth strategy.

Forward-looking statements can often be identified by words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “projects,” “targets,” “would,” “will,” “should,” “could,” “may,” “potential,” “opportunity” and the negative of these terms or other similar expressions, but the absence of these words does not mean that a statement is not forward-looking.

Forward-looking statements are based on current expectations, assumptions, estimates and projections and are not guarantees of future performance or events. Actual results may differ materially from those expressed or implied by these forward-looking statements as a result of various risks and uncertainties, including risks related to construction, equipment delivery and commissioning delays or cost overruns; power and cooling availability; GPU supply and allocation; delivery, acceptance, service-level and performance requirements; concentration of contracted revenue in a single customer; the availability and terms of equity or debt financing; dilution; integrating Alignment Engine’s business; stockholder and NYSE American approvals and continued listing; volatility in the Company’s common stock; and other factors described in the Company’s filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

Readers should not place undue reliance on forward-looking statements, which speak only as of the date made. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Trademarks

AMD Instinct™, AMD Helios™ and related marks are trademarks of Advanced Micro Devices, Inc. All other trademarks, service marks and trade names referenced in this press release are the property of their respective owners. The use or display of third-party trademarks, service marks or trade names in this press release is not intended to, and does not, imply any relationship between SOAR AI and the applicable trademark owner, or any endorsement or sponsorship by or of SOAR AI. Solely for convenience, certain trademarks and trade names referred to in this press release may appear without the ® or ™ symbols, but such references are not intended to indicate, in any way, that the applicable owners will not assert, to the fullest extent under applicable law, their rights to these trademarks and trade names.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261022455716/en/

Investor Contact: investors@soarai.com
Media Contact: community@soarai.com

Source: SOAR AI, Inc.

Key Terms

master services agreement financial

A master services agreement is a standing contract that sets the main terms, responsibilities, pricing framework and processes for future work between two parties, allowing individual projects or orders to be added later without renegotiating core terms. For investors, it signals predictability and reduced legal friction around revenue streams and costs—like a subscription plan for services that makes future income and obligations easier to forecast and value.

take-or-pay financial

A take-or-pay clause is a contract term that requires a buyer to either take delivery of an agreed amount of a product or pay a penalty if they do not. For investors, it matters because it creates predictable revenue for the seller—like a subscription fee that must be paid whether fully used or not—reducing sales volatility but also introducing counterparty risk if the buyer’s ability to pay is uncertain.

form 8-k regulatory

A Form 8-K is a report that companies file with the government to share important news quickly, such as changes in leadership, major business deals, or financial updates. It matters because it helps investors stay informed about significant events that could affect the company's value or stock price.

behind-the-meter power technical

Power generated, stored or used on the customer’s side of the utility meter—such as rooftop solar, on-site batteries, or smart controls—so it never passes through the public utility’s meter. Investors care because behind-the-meter systems reduce a building’s reliance on grid electricity, lower energy bills, offer backup power, and can change demand patterns that affect utility revenues, energy cost forecasts, and the value of companies in energy, real estate and technology.