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Digi Power X (DGX) investor relations material
Digi Power X Emerging Growth Conference 89 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business strategy and operations
Focused on developing Tier III modular AI data centers and expanding sustainable energy assets.
Owns and operates a FERC and PSC-approved combined cycle power plant in Upstate New York, transitioning to Tier III.
Three wholly owned locations: Columbiana, Alabama (70 MW), Upstate New York (123 MW), and Buffalo, NY (19 MW); North Carolina site in development (200 MW).
Alabama site converted to Tier III; other sites in various development stages.
Strategic collaboration with NANO Nuclear Energy to explore zero-emission energy solutions.
Technology and partnerships
Deploying ARS modular pods with Supermicro, using NVIDIA B200/B300 GPUs for HPC AI infrastructure.
NeoClouds GPU-as-a-service platform targets AI Tier III infrastructure clients.
ARS 200/300/400 modular units are scalable, liquid-cooled, and designed for rapid deployment and expansion.
US Data Centers subsidiary formed in February 2025 to retrofit Alabama infrastructure for Tier III HPC AI.
Plans to sell ARS modular units as turnkey products globally through Supermicro partnership by end of 2025.
Financials and growth plans
Holds $94 million in cash and cash equivalents, $250 million market cap, and no long-term debt.
Revenue streams include NYISO capacity payments ($3–5 million), energy sales, and new GPU-as-a-service vertical.
Plans to expand Alabama capacity by 20 MW by mid-2026 and 40 MW by end of 2026.
Transitioning from Bitcoin mining to Tier III HPC AI to maximize asset value per megawatt.
Aims to accelerate revenue growth in H1 2026 via Tier III transition and GPU-as-a-service.
- TimeTickerHeadlineOpen
- 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
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