Novodisq - IT Press Tour #66 Jan 2026

Transcript

1. PITCH DECK Re-engineering data infrastructure SOVEREIGN | AI READY | ULTRA EFFICIENT
2. “OUR VISION IS TO BECOME THE BACKBONE OF SOVEREIGN AND AIREADY DATA LAKES WORLDWIDE“ © 2025 Anovo Disque Limited, All Rights Reserved
3. © 2025 Anovo Disque Limited, All Rights Reserved
4. Douglas Paul, CFO Two decades of experience in growth strategies, investing and raising capital for NZ businesses. The Founders Graham Gaylard, CEO Founder of NetValue and RTG. Over 30 years experience in IT services, data storage and related technologies. © 2025 Anovo Disque Limited, All Rights Reserved Carl Gaylard Lead Hardware Engineer Background in electronic and mechanical engineering, manufacturing and green energy. Robbie Litchfield Lead Software Engineer Co-founder of Complete Legal. Diverse background spanning video games, OS dev, IT and automation. Michael Hutchins Software Engineer Specialist in low-level systems including the Linux kernel, FPGAs and electronic engineering.
5. Background and Financials • Founded in 2018 by Graham Gaylard and the founding engineers. • Douglas Paul was appointed as CFO in 2021. • Two NZ VCs were invited in to provide early stage seed funding. • Delivered multiple internal PoCs before announcing Novoblade™ at FMSʼ25. • Currently seeking pilot customers and additional funding. © 2025 Anovo Disque Limited, All Rights Reserved Proudly designed and assembled in New Zealand.
6. The Problem • Global data is growing 2030% annually, but power supply and DC space are not. • Warm storage, caching & streaming are the least-optimised, most power-hungry layer. • Hyperscalers are capacity-constrained, geopolitically sensitive, and expensive. • GPU clusters sit idle: a lot more data, close to ingestion in the available space is urgent. AI is hitting a wall: power, capacity, and data movement are the new constraints. © 2025 Anovo Disque Limited, All Rights Reserved
7. The Opportunity • Power scarcity is now the #1 barrier to new AI deployments. • DC rack space is booked out in advance in key regions. • Data ingestion lags model scaling by an order of magnitude. • Nations demanding sovereign control of training data + inference pipelines. • Buyers are prioritising efficiency and sovereignty over raw power. © 2025 Anovo Disque Limited, All Rights Reserved The AI boom is hitting physical limits. Novodisq removes them.
8. Unmatched Economics • 1/10th power cost per GB Ideal in a power-constrained world. • 1/10th the rack space Perfect where DC space costs are exploding. • Super-low storage costs Warm storage at the price of Glacier. • Frees power and space Deploy more compute, not more racks. © 2025 Anovo Disque Limited, All Rights Reserved 10× density + 90% less power = a leap in storage economics The only model that makes sovereign-scale AI pipelines economically viable.
9. © 2025 Anovo Disque Limited, All Rights Reserved
10. Novodisq Product Family All variants share the same storage and compute hardware. © 2025 Anovo Disque Limited, All Rights Reserved One architecture. Three markets. Zero technical fragmentation. Novodisq DC Flagship 11.5PB hyperconverged data-centre node. Now Novodisq SME Compact for R&D, SMB, and home lab power users. Soon Novodisq Edge Roadmap for telco, 5G, and low-power AI ingestion. Later
11. The Novoforge © 2025 Anovo Disque Limited, All Rights Reserved i © 2025 Anovo Disque Limited, All Rights Reserved Introducing Novoblade™ Novoblade™ is a 2U blade server that delivers high density storage and compute in one ultra-efficient system. It’s designed to replace racks of traditional gear with just a few blades. Each blade module holds up to 576TB, and with 20 blade in just 2U, you can scale to 11.5PB while using up to 95% less power than traditional HDD or Flash setups. Product renders are indicative only. Final product specifications are subject to change without notice.
12. Novoblade™ G1 Backplane © 2025 Anovo Disque Limited, All Rights Reserved Novoblade™ provides scalability for up to 20 blades in a 2U rack mountable form factor, scaling to 11.5PB in capacity. With integrated FPGA compute, container orchestration, and AI/ML processing, each Novoblade™ is purpose build for data heavy environments like genomics, geospatial imaging, video archives and edge AI. Product renders are indicative only. Final product specifications are subject to change without notice. 1. Novoblade™ 2. Novoblade™ 2U 19ˮ Backplane 3. Active Cooling Fans 4. BMC Serial Console 5. BMC Ethernet 6. 4x QSFP56DD Ports 7. 2600W 48V DC Hot-Swappable 11 PSU. Options for 110240V AC. 1 2 3 4 5 6 7
13. The Novoforge © 2025 Anovo Disque Limited, All Rights Reserved i © 2025 Anovo Disque Limited, All Rights Reserved Introducing Novoforge™ Novoforge™ platform is built for learning, testing, and exploration. It allows you to understand how Novodisq systems are put together, how they behave under load, and how different software stacks interact with the hardware. Novoforge fits naturally into a lab, rack, or workspace and operates using standard power and cooling. Product renders are indicative only. Final product specifications are subject to change without notice.
14. Novoforge™ G1 Development Kit © 2025 Anovo Disque Limited, All Rights Reserved Novoforge™ platform is built for learning, testing, and exploration. It allows you to understand how Novodisq systems are put together, how they behave under load, and how different software stacks interact with the hardware. Product renders are indicative only. Final product specifications are subject to change without notice. 7 1 2 3 4 5 6 8 1. 8x E3.L Hotswap Bays 2. FPGA I/O 3. 1100W 110240V AC or 48V DC Hot-Swappable 11 PSU. 4. GNSS Time 5. 16 2.5GbE RJ45 800W PoE 6. BMC & Debug 7. 2 10GbE SFP 8. DP over USBC
15. © 2025 Anovo Disque Limited, All Rights Reserved Built for organisations that want to own and operate their own infrastructure. USE CASE
16. USE CASE © 2025 Anovo Disque Limited, All Rights Reserved Ideal for genomics, pathology, and other data intensive medical applications.
17. USE CASE © 2025 Anovo Disque Limited, All Rights Reserved Built-in hardware acceleration for modern CCTV and NVR deployments.
18. USE CASE © 2025 Anovo Disque Limited, All Rights Reserved Perfect fit for running Kubernetes, lightweight VMs, or microservices across a cluster.
19. USE CASE © 2025 Anovo Disque Limited, All Rights Reserved Operate a private cloud environment, ideal for sectors that require strict data sovereignty.
20. Case Study • IT service provider with on-prem VM cluster and tape backup library. • Time for backup and restore was significant pain point for operations. • Novodisq enabled TB-scale backup staging and cache for tape library in under 300W. • FPGA accelerated RAID, checksumming and encryption in FOSS ecosystem. Power Efficient Nearline Storage used for backup and restore cache. © 2025 Anovo Disque Limited, All Rights Reserved
21. Competitive Landscape Competitors build siloed point solutions. We scale one architecture across DC, SME, and Edge. © 2025 Anovo Disque Limited, All Rights Reserved A unique position in an increasingly constrained market Hyperscalers Oligopolistic, expensive, power hungry, sovereignty challenges. Legacy Storage Pure, WD, Huawei) = low density, high opex. Regional Integrators Patchwork systems, not AI pipelines. Novodisq Unique platform combining power efficiency, density, sovereignty and AI ingestion.
22. Go to Market Strategy © 2025 Anovo Disque Limited, All Rights Reserved Land and expand into sovereign and AI data lakes, build channel partnerships across NA, EU, Australasia. Year 1 Year 2 Year 3 60 to 250 TB Trials Land and Expand Expand>50% ARR Early Adopters MSPs Major Alliances Engineer Heavy + BD Accelerate M&S Balanced Expansion
23. © 2025 Anovo Disque Limited, All Rights Reserved Pricing Model Year 1 MVP hardware sales. Sales “by the Terabyteˮ. Bundled with limited FOSS and partner software solutions. Year 2 Value added support contracts. Year 2.5 Value added software contracts.
24. © 2025 Anovo Disque Limited, All Rights Reserved Partners and Distributors Integrators & VARs (AI / HPC) We start with best-in-class hardware and software partnerships for co-marketing… Hosted / Hybrid AI Itegrators & VARs (AI / HPC) …and build an ecosystem that scales them into complete, market-ready solutions.
25. © 2025 Anovo Disque Limited, All Rights Reserved QUESTIONS?