Digi Power X: Alabama AI data centre on track as NeoCloudz revenues flow
Digi Power X Inc (NASDAQ:DGXX) CEO Michel Amar said the first phase of its Alabama AI data centre with Cerebras remains on schedule, with long-lead items secured. The modular system has run on NVIDIA B300 GPUs since 15 May. He cited $95-100M self-funded capex and about $155M cash, and plans to add 50MW co-location by 2027.
How this was made
The 30-second read
Why it matters
If the Alabama modular system remains operational and AI revenues scale, it can shift the market’s valuation from mining economics to AI infrastructure growth. However, the article does not provide revenue figures, margins, or customer commitments, limiting immediate fundamental repricing.
Market read
Traders get a fresh operational milestone (May 15 uninterrupted GPU run) plus funding/capex and expansion plans, which can influence near-term positioning in AI infrastructure plays.
What to watch
Key risks include execution on the planned 50MW co-location and 10MW GPU build, dependence on NVIDIA hardware availability, and whether the New York power asset evaluation translates into funded, timely upgrades.
Background
Digi Power X is transitioning from Bitcoin mining toward AI data center infrastructure, using a GPU bare-metal rental and GPU-as-a-Service model.
Ticker impact
Digi Power X says its Alabama AI data center phase 1 is on schedule and running on NVIDIA B300 GPUs since May 15.
Moderate upside bias if investors view the GPU-as-a-Service ramp and revenue generation as credible and scalable.
The article provides specific operational timing (May 15 uptime) and capital/cash figures, but lacks revenue magnitude, customer contracts, or financial guidance to quantify impact.
Market effects
Reinforces demand narrative for GPU bare-metal rental and AI data center co-location, potentially supporting sentiment across AI infrastructure providers.
Could be read as incremental AI capacity build-out in the US Southeast, though the article does not quantify local economic impact.
GPU supply and AI compute capacity remain global constraints; the claim of uninterrupted NVIDIA B300 operations may resonate with broader AI infrastructure themes.
Counterpoint
AI revenue generation is asserted but not quantified; investors may discount the claim without disclosed customer contracts, pricing, or audited financial impact.
Key entities
- public_companyDigi Power X Inc
CEO Michel Amar discusses Alabama AI data center progress, GPU uptime, and AI revenue generation via NeoCloudz.
- technology_vendorNVIDIA
Hardware referenced as NVIDIA B300 GPUs running continuously since May 15.
- technology_partnerCerebras
Referenced for the first phase of the Alabama project.
- business_lineNeoCloudz
Referenced as the AI revenue generation platform.
