New ERA Energy & Digital Business Summary

New ERA Energy & Digital, Inc. (NUAI) operates as a vertically integrated developer of next-generation digital infrastructure, specializing in "power-first" AI data center campuses. The company generates revenue through long-term triple-net (NNN) leases of "powered land" and "powered shell" facilities, alongside the sale of behind-the-meter energy produced from its proprietary natural gas and planned nuclear assets. Its primary business segments include Digital Infrastructure Development, which manages hyperscale sites like the 1GW+ Texas Critical Data Centers (TCDC) in the Permian Basin, and Integrated Power Assets, which focuses on securing and generating off-grid energy to bypass public grid constraints. NUAI competes directly with IREN, Cipher Mining, and Applied Digital; it distinguishes itself from these peers by leveraging a massive 8-gigawatt pipeline and a "behind-the-meter" generation model designed to solve the critical "time-to-power" bottleneck for hyperscale AI operators. The leadership team is led by Founding Partner and CEO E. Will Gray II, a Permian Basin energy veteran with over two decades of C-level experience at firms such as Resaca Exploitation and Cross Border Resources. In January 2026, the company appointed Charles "Charlie" Nelson as President and COO; Nelson brings a pedigree of overseeing $1 billion in infrastructure projects and commercializing energy transition technologies. The executive suite is supported by Head of Accounting Michael J. Rugen, a CPA and former CFO of Riley Exploration Permian. The Board of Directors includes notable sustainability investor Trent Yang, co-founder of Galway Sustainable Capital, and engineering expert Ondrej Sestak. This team oversees the company’s strategic pivot from its legacy as New Era Helium into a pure-play AI infrastructure platform, utilizing partnerships with Primary Digital Infrastructure to scale its development projects.