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Here are 1-2 brief analogies for Datavault AI (DVLT):

• An AI-powered Informatica for automated enterprise data management.
• A UiPath for data warehousing and governance automation.

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• Datavault Builder Platform: An AI-powered software platform that automates the design, construction, and management of data warehouses, facilitating data integration, governance, and master data management.

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Major Customers of Datavault AI (DVLT)

Datavault AI (DVLT) primarily operates on a Business-to-Business (B2B) model, providing advanced data warehousing and data management solutions to large enterprises across various sectors. While the company does not publicly disclose a granular breakdown of its customer base by revenue, it prominently features a number of large corporations as clients on its website and in case studies, indicating a focus on enterprise-level partnerships.

Based on publicly available information, some of Datavault AI's major customers include prominent companies in the following key industries:

• Financial Services: Large banks and insurance companies leveraging data for risk management, fraud detection, customer insights, and regulatory compliance.
• Automotive & Manufacturing: Global manufacturers utilizing complex data for supply chain optimization, production analytics, quality control, and developing connected products.
• Telecommunications: Major telecom providers managing vast amounts of customer, network, and service data for operational efficiency and personalized offerings.
• Retail: Large retail chains and cooperatives employing data for inventory management, customer behavior analysis, personalized marketing, and supply chain logistics.
• Utilities & Logistics: Companies in energy, transport, and logistics sectors using data to optimize operations, improve service delivery, and manage infrastructure.

Specific examples of prominent public companies that are reported customers of Datavault AI include:

• Siemens AG (Primary Listing: XTRA:SIE; OTC: SIEGY)
• Allianz SE (Primary Listing: XTRA:ALV; OTC: AZSEY)
• Deutsche Telekom AG (Primary Listing: XTRA:DTE; OTC: DTEGY)
• BMW AG (Primary Listing: XTRA:BMW; OTC: BMWYY)
• Commerzbank AG (Primary Listing: XTRA:CBK; OTC: CRZBF)

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Nathaniel (Nate) Bradley was appointed CEO and a Director of Datavault AI Inc. on December 31, 2024, following the company's acquisition of assets from Data Vault Holdings Inc., where he served as co-founder and CEO. Mr. Bradley is a prolific inventor with over 70 international and U.S. patents in diverse fields including Internet broadcasting, mobile advertising, blockchain, AI, and data science. As CEO and co-founder of Data Vault Holdings Inc., he developed patented technologies establishing Datavault as a leader in Web 3.0 data monetization. He founded the Intellectual Property Network Inc. and was the inventor and founder of AudioEye, a pioneer in cloud-based assistive technologies. Mr. Bradley previously held the role of Chief Technology Officer for Marathon Patent Group (now Marathon Digital Holdings) and was involved in significant acquisitions within the Internet Radio industry. Data Vault Holdings Inc. was acquired by WiSA Technologies, which then became Datavault AI Inc. He is also the chief executive officer and sole director of EOS Technology Holdings Inc., an entity that acquired 10 million shares of Datavault AI.

Brett Moyer is a founding member of WiSA Technologies and served as its President and Chief Executive Officer and a board member from August 2010 to December 31, 2024, when WiSA Technologies acquired Data Vault Holdings Inc.'s assets, leading to the formation of Datavault AI Inc. From August 2002 to July 2010, Mr. Moyer was president and chief executive officer of Focus Enhancements, Inc., a company specializing in proprietary video technology. Earlier in his career, from February 1986 to May 1997, he worked at Zenith Electronics Inc., where his most recent position was Vice President and General Manager of its Commercial Products Division. Mr. Moyer sold 130,754 shares of Datavault AI Inc. common stock on August 28, 2025.

Sonia Choi is the Co-Founder and Chief Marketing Officer (CMO) of Datavault AI Inc., where she is responsible for leading cross-functional operations, enterprise marketing, revenue generation strategies, and the commercialization of proprietary data-centric and acoustic technologies. She also holds the position of Lead Principal Investigator for a Strategic Partnership Project with the U.S. Department of Energy's Brookhaven National Laboratory, focusing on developing AI-driven, multi-modal machine learning models to optimize biofuel crop efficiency.

Jeff Jones serves as the Chief Technology Officer for Datavault AI Inc.

Josh Paugh is the Chief Intellectual Property Officer at Datavault AI Inc. Previously, he was the Vice President of Patent Development at Marathon Patent Group, where he managed a portfolio of over 800 patents. Mr. Paugh joined the Intellectual Property Network (IPN), founded by Nathaniel Bradley, and collaborated with clients for over a decade to develop IP assets. He co-founded Data Vault alongside Nathaniel Bradley and Alfred Blair Blaikey III, a company that was later acquired by WiSA Technologies, the entity that became Datavault AI.

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The key risks to Datavault AI (symbol: DVLT) are primarily centered on its financial instability, intense competitive landscape, and challenges related to stock volatility and potential dilution.

1. Financial Instability and Lack of Profitability: Datavault AI faces significant financial challenges, including alarming declines in key financial performance indicators, heavy financial losses, and ballooning debt levels alongside stagnant revenue. The company has reported deeply negative operating and net margins and has experienced considerable cash burn. There are concerns about its ability to meet short-term obligations due to a low current ratio. While the company projects revenue growth, there is uncertainty regarding its ability to achieve ambitious sales targets and establish a clear path to sustained profitability.
2. Intense Competition and Market Share Challenges: Datavault AI operates in a highly competitive sector and is described as "fighting an uphill battle," lagging in innovation and market reach compared to competitors with stronger cash reserves and more efficient operating models. The company competes with major technology firms such as IBM, Oracle, and Microsoft, necessitating strong differentiation to gain traction in the market.
3. Stock Volatility, Dilution, and Investor Skepticism: The company's stock has experienced significant volatility and declines. Datavault AI has faced considerable dilution from common stock issuance, and future capital-raising efforts, which are likely needed to achieve profitability, could lead to further dilution for shareholders. High short interest in the stock and minimal institutional ownership further contribute to market skepticism and potential instability.

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The rapid emergence and adoption of generative AI-powered tools and platforms from major cloud providers (e.g., Snowflake Cortex AI, Databricks Lakehouse AI, Microsoft Fabric Copilot, Google Cloud Duet AI) and specialized vendors that automate the entire lifecycle of data platform development, from data modeling and integration to transformation and governance. These AI capabilities threaten to significantly reduce the need for specialized human expertise and bespoke tooling for data warehousing methodologies like Data Vault, thereby potentially displacing Datavault AI's core value proposition of automating Data Vault implementation.

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Datavault AI (DVLT) operates in several significant addressable markets for its main products and services, primarily leveraging its AI-driven data experience, valuation, monetization, and data management platforms.

• The global AI market is projected to reach $1.8 trillion by 2030.
• The global data monetization market is projected to reach $700 billion in 2025.
• The global AI Data Center Market is anticipated to grow from $236.44 billion in 2025 to $933.76 billion by 2030.
• For its life sciences analytics offerings, the market was estimated at $35.69 billion globally in 2024, with a forecast to grow at an 11.4% CAGR through 2030.
• The company also notes that its efforts in digitizing the pharmaceutical supply line, supported by its global patent portfolio covering tokenization, digital twins, and automated compliance, address a "trillion-dollar market".

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1. Expansion of Data Monetization Platforms and Services: Datavault AI is focused on expanding its AI-driven data monetization platforms and services, which enable the visualization, valuation, and monetization of assets in the Web 3.0 environment. This includes leveraging its Information Data Exchange (IDE) to facilitate Digital Twins, and the licensing of name, image, and likeness (NIL) by securely linking real-world objects to immutable metadata or blockchain objects.
2. Strategic Partnerships and Industry Verticals: The company is actively pursuing and securing strategic partnerships across diverse industries. Recent examples include collaborations with Rodney's Comedy Club for live joke copyrighting and a "Laugh Index", Scilex Holding Company for the tokenization and monetization of real-world assets in genomic and drug information, and Music Dash/NFHITS to transform music data tracking and monetization using patented inaudible tones, AI, and blockchain technology. Datavault AI also targets various sectors with its HPC software licensing, including sports & entertainment, biotech, education, fintech, real estate, healthcare, and energy.
3. Growth of Patented Technologies (Data Sciences and Acoustic Sciences): Datavault AI plans to drive revenue growth through the continued application and leveraging of its patented data sciences and acoustic sciences divisions. The company explicitly states that its revenue targets for 2026, aiming for $40 million to $50 million, are indicative of the utilization of these technologies.
4. International Market Expansion: A key driver for future revenue growth is the company's focus on expanding its international exchange capabilities. This geographic expansion will likely open new customer bases and market opportunities for its data management and monetization solutions.
5. Productization for Specific Markets: Datavault AI is making advancements in the productization of its platform for specific markets, notably for colleges and universities. This tailored approach suggests a strategy to target and capture revenue from distinct educational institutions by offering specialized solutions.

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Share Issuance

• Datavault AI shareholders approved the issuance of up to 5 million shares of common stock in August 2025, related to a waiver agreement from a securities purchase agreement dated March 31, 2025.
• In September 2025, Datavault AI filed for the resale of up to 5.3 million shares of restricted common stock, which were issued in May 2025 in connection with the acquisition of assets from CompuSystems.
• Datavault AI entered a securities purchase agreement in October 2025 to sell common stock in a registered direct offering for approximately $2.5 million, involving the issuance of 1,470,588 shares at $0.34 per share and 4,255,319 additional shares at $0.47 per share.

Inbound Investments

• Datavault AI secured a $150 million strategic investment from Scilex Holding Company in September 2025, primarily to accelerate its supercomputing infrastructure and data exchange platforms. The investment includes an initial tranche of approximately $8.067 million, with the remainder subject to stockholder approval.
• In October 2025, IBM committed technical resources valued at $5 million to support Datavault AI's technological and market advancements.

Outbound Investments

• Datavault AI completed an asset purchase from EOS Technology Holdings Inc. for $92,000,000, acquiring information technology assets, patents, and trademarks, which was funded through a combination of a convertible note and common stock issuance.
• The company expected to close its acquisition of CompuSystems, Inc. in May 2025, a transaction anticipated to drive revenue in the second half of 2025.
• In November 2025, Datavault AI entered into a definitive agreement to acquire all outstanding shares of API Media Innovations Inc. for $14,000,000 in cash.

Capital Expenditures

• The $150 million strategic investment from Scilex Holding in September 2025 is intended to fund the development of supercomputing capabilities, including an IBM software license, and to expand independent data exchanges.
• These capital expenditures are focused on advancing quantum simulation for 3D digital twins across education, science, industry, and government sectors.
• Datavault AI's updated 2026 revenue guidance reflects full funding for operational and capital expenditures.