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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.
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- SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - BPT
H1 FY26 revenue hit AUD 1B, with strong gas prices and LNG cargoes driving results. - CPAY
2026 guidance targets 16% revenue and 22% adjusted EPS growth, led by strong Corporate Payments. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook. - BOOT
Net sales up 16%, EPS $2.79, robust e-commerce, 70 new stores planned for FY26. - PTC
Q1'26 saw double-digit ARR growth, margin gains, and major buybacks, with a strong FY'26 outlook.
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