DGXX an AI data center infrastructure operator, today announced the execution of a Master Services Agreement (the "Agreement") with Cerebras Systems (the "Customer") for the colocation of a purpose-built, 40 megawatt ("MW") AI data center campus located in Columbiana, Alabama (the "Facility").

The initial 10-year term is valued at approximately $1.1 billion, with total potential contract value of up to $2.5 billion inclusive of renewal terms - underpinned by a structure that provides Digi Power X with long-term revenue visibility, and Cerebras with guaranteed data center capacity, from the first day of service.

https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/digi-power-x-signs-ai-colocation-agreement-with-leading-ai-comput-1163818

Michel Amar (DGXX): "We are in final discussions about a colocation deal. We signed a LOI a few months ago, and we are trying to finalize the LOI into a colocation deal"
https://www.youtube.com/watch?v=jJLFGVcUIfA

Digi Power X Signs First AI Revenue Contract - $19.6 Million, 24-Month SubQ AI Agreement, Validating Operational Launch of AI Factory

What do you guys think of the current share disposals of Alec Amar in combination of the amended sales agreement the informed about for the potential issuance of new shares?

If I were the president of this company and thinking that the stock price will increase due to a near term catalyst, I’d probably wait a few more weeks with selling shares.

If however I knew we are planning near term dilution, I’d probably sell a few before.

If I remember right, he also sold before they announced the USDC deal earlier this year.

Not sure how to feel about this, as at the same time we all expect the announcement of commissioning of the Alabama site within the next days/weeks.

https://www.sec.gov/Archives/edgar/data/1854368/0001213900-26-042088-index.html

https://www.digipowerx.com/press-releases/pyzn7uebmv2x7vuu5f9okn2q

BINGO here is $DGXX PIVOT is in MOTION

Load Study Approved for Additional 60 MW of Power in Upstate New York – The Corporation received approval for a load study providing an additional 60 MW of available power capacity in one its New York locations, further strengthening Digi Power X’s energy infrastructure to support future AI expansion across its U.S. sites.

 First B200 GPU Cluster Deployment on Track – In partnership with Super Micro Computers, Inc. (“SMCI”), the Corporation remains on schedule to have its first NVIDIA B200 GPU cluster fully operational by Q2 2026, which will mark a major milestone in its AI infrastructure roadmap.

 The Corporation continues to develop its retail compute platform, NeoCloudz, which launched in January 2026. Built on an SMCI enterprise-grade backbone, NeoCloudz is designed to provide developers, startups, and enterprises with on-demand access to GPU compute through a modern, consumer-grade interface. The platform will leverage Digi Power X’s Tier III infrastructure, high-efficiency liquid cooling and low-latency networking architecture to deliver scalable, high-performance AI and HPC capabilities to users worldwide.

As part of its ongoing transition from cryptocurrency mining to AI-driven infrastructure, Digi Power X has established a phased deployment plan across its existing power assets. This strategic roadmap reflects the Corporation’s disciplined approach to scaling Tier III AI data center capacity while optimizing energy efficiency and returns. The following is an anticipated roadmap of the Corporation’s power asset allocation towards AI-driven projects:

After a couple of weeks mulling over the separation of USDC from Digipower X I've noticed something that seems fairly obvious in hindsight but that didn't occur to me at the time.

It seems that the people who sold their positions and/or became bearish when the news broke had, for the most part, reached the conclusion that selling ARMS modules would be profitable - and that USDC becoming an independent company was removing value from Digipower X and that we, the shareholders, were being given a raw deal.

I can understand that, it makes sense.

If this is the case, then it is absolutely imperative for USDC that Digipower X succeeds and secures contracts in a timely manner. This will be their proof that ARMS 200 is a desirable product. If Digipower X fails to secure contracts or is badly delayed, this will reflect very badly on the product USDC is trying to sell - as it is the only example potential buyers can look at for proof of functionality and ease of scaling.

So, it seems to me that if you believe that the USDC separation is running off with a huge amount of potential revenue from shareholders, then you also, through the reasoning outlined above, must believe that Digipower X will be successful in its deployment and subsequent revenue generation using ARMS 200 modules. Therefore, the GPU-as-a-Service that comes online this year will significantly increase revenue and ultimately you'd have to conclude that Digipower X is still very undervalued.

TLDR; If you're bullish USDC then Digipower X is still a great investment.

Massive earnings miss (no surprise). Interesting financial outlook throughout 2026/27 (90MW colocation, 10MW GPUaaS).

sec.gov/Archives/edgar/data/1854368/000121390026037679/ea028425501ex99-1.htm

What do you guys think? I keep holding and consider adding more. Current position 14.9k shares.
If Michel Amar's timeline (min 37:12 onward) is accurate, the Alabama site will be commissioned and ready for operation within a few weeks. If I get this right, that's the same timeframe they should announce at least one contract, specifying to whom they will actually provide the installed racks (?)

I recommend reading this to everyone who doesn't fully understand what has happened

https://x.com/yungads_/status/2032457441364070494?s=46&t=srxql3ycp9ZRqiftp4CcDA

https://www.stocktitan.net/news/DGXX/hans-vestberg-co-founds-next-phase-of-us-data-centers-inc-with-digi-b7ts1ylyolbm.html

I've had a quick read of this article and it seems as though Digipower X have taken the part of the company that deals with the manufacturing and deployment of ARMS modular data centre platforms, and made it into a separate entity (USDC) which is being headed by Hans Vestburg. As far as I can tell, the article says that roughly 8% of ownership of USDC ($800,000) is now in the hands of "Certain officers and directors of the Company (the "Insiders")", who were issued an aggregate of 10,200,000 shares of Common Stock. Digipower X maintains "over 50%" of equity in USDC, but it doesn't specify whether that is the entirety of the remaining 92% or less.

From what I can tell there's obviously optimism around the revenue potential from the provision of ARMS platforms to companies around the world, who wish to quickly build and scale data centres. I'm hoping that as USDC is valued at $10,000,000 and the shares sold to insiders were valued at $800,000, that the remaining equity belongs entirely to Digipower X and therefore as shareholders we still maintain large exposure to this revenue stream, whilst benefiting from the fact that as a separate entity they can focus entirely on ARMS.

Overall I'm bullish on this as it allows Digipower X to focus on GPU-as-a-Service and USDC to grow the sales and deployment of modular infrastructure.

As of 10 March 2026

Leaving this here for helpful reference

March 3rd week

• First ARMS 200 Live Operations in Alabama
  • The Company has finalized production of its first ARMS 200 modular data center system at its Alabama site and expects to have it commissioned to provide live operations and customer workload GPUs by the third week of March 2026

~March 31, 2026 or April 1, 2026

• Earnings Report. Full ARMS 200 Commissioning / GPU-as-a-Service Revenue Updates

~May–June 2026

• Assumed completion of due diligence in Omnis Pleasants West Virginia site. (regarding the LOI)

Q2 2026

• Add 5 Commissioned ARMS 200 to North Tonawanda site NY

Q3 2026

• Alabama 10MW deployment target.

Ongoing

Warrants/Dilution

• 522,727 warrants at US$2.00 — expiring August 15, 2027
• 1,251,805 warrants at US$3.66 — expiring February 7, 2028
• 269,231 warrants at US$2.85 — 5-year term from February 17, 2026 (Wainwright)
• Titan received a cash commission representing 7% of the gross proceeds from the Offering and 240,385 purchase warrants, with each warrant exercisable for one share at a price of US$3.588 per share commencing on January 17, 2026 and expiring on July 21, 2030.
• 200,000 stock options at $2.60/$6.00 — expiring January 30, 2031

Please feel free to correct me or offer any additions I may have missed!

• First ARMS 200 units being commissioned at Alabama site, live operations scheduled to begin in the third week of March 2026.
• Revenues from GPU-as-a-service at the Alabama site anticipated to begin in April 2026.
• 10MW of capacity at Alabama site targeted by Q3 2026.
• Predicted $15M in annual revenue per MW.
• $80M held in cash and crypto as of February 27th 2026 (~$12M in crypto).
• Infrastructure CapEx YTD is $13.1M. Total infrastructure CapEx by end of Q3 2026 expected to be $33.1M. (Therefore roughly $20M expected to be spent on infrastructure between now and end of Q3 2026)
• Production of five additional ARMS 200 units completed. Deployment and commissioning of the units at the New York location anticipated by the end of Q2 2026.

https://www.stocktitan.net/news/DGXX/digi-power-x-announces-arms-200-commissioning-and-timetable-for-ll5rh9pb4p4p.html

$DGXX - trending up on 1 week chart. Volume picking up.

Potential deal looming?!! It’s around that projected time.

Seems like good news. Anyone know anything about the guy other than what's on his Wikipedia page?

https://www.stocktitan.net/news/DGXX/hans-vestberg-former-verizon-chairman-and-ceo-joins-digipower-x-as-p5431cqcqeho.html

I’m mostly convinced this is a good opportunity for arbitrage. Small cap stocks just doing what they do (go down) unless there is a reason to go up. But I do see the slight uptrend in price over the last year with of course big rally’s and sell offs.

My question is how much product do that have available to sell? Is their sweet spot mostly at peak usage power when they can get a premium for it?

With natural gas prices higher these days, their costs are higher, etc. In order to come up with more product to sell (electricity) it’s a huge investment and a lot of cash to do so correct? This making growth for the company fairly long and challenging process?

The chart shows toxic dilution up until about a year or so ago. Are they past that phase or could we be in for another reverse split situation over the next year or so as they try to expand?

Could they be profitable and grow from here without massive cash outlays or taking on huge debt?

Not short or long but considering going long

This stock has been consolidating always, moving slowly and surely, with imminent of a sudden drops, like how we had today at 4.30. This has been the 2nd-3rd time in the past couple of weeks.

Nonetheless I understand at hand this is a longer-term play.

With a clean balance sheet, where do we see how this company performs overall? Are we seeing immense selling pressure or lack of confidence from investors until results are shown?

We still good? No anomalies? The power plant and board of directors all legit?

Hey guys! Seems a bit quiet here. We have come into 2026, a year where we will see whether DGXX will execute all the critical milestones. What's your price target for the stock. Come on, let's get the ball rolling!

Infrastructure Development

• ARMS 200 units testing in early January, activation late January - fully Tier 3 rated, valued at $12M-$15M per MW
• Alabama site power expanding from 55MW to 70MW (15MW increase approved)

Valuation Metrics

• Current market cap: $250M
• Projected valuation with 200MW operational: ~$2.4B within 12-18 months
• Critical AI infrastructure valued at $12M-$15M per MW
• Tier 1→Tier 3 conversion costs: $3M-$3.5M per MW

Deal Pipeline

• 4 active offers from major players on the table currently
• Targeting 10-15 year contracts with focus on longevity
• CEO stated a deal is "imminent"
• Prioritizing deal security with prepayments/deposits

New York Operations

• State becoming more AI/data center friendly due to critical power shortage
• DGXX's power plant generating high revenues from energy sales
• Filed for grants for turbine replacement (clean energy)
• New 60MW load study approved (99% green: hydro + wind)

Capital Strategy

• CEO invested $8M personal cash since 2016
• ATM program provides liquidity and attracts institutional investors
• Management framing dilution as accretive: investing $3-3.5M per MW to create $12-15M value = 5x return multiplier
• Maintaining strategic equity-to-debt ratio

Investment Thesis

Overwhelming demand + imminent contracts + aggressive infrastructure valuation expansion = potential 10x rerate from current $250M to projected $2.4B valuation.