Digi Power X (DGX) Emerging Growth Conference 89 summary

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.