Digi Power X Partners with Super Micro Computer for Nvidia B200-Powered Systems

Digi Power X shares rose 30% premarket after announcing a deal with Super Micro Computer to procure Nvidia B200-powered systems, which will support Digi Power X's AI and digital infrastructure. The high-performance units are expected to enhance the company's capabilities and contribute to its growth in the AI and digital infrastructure space.

Digi Power X (NASDAQ: DGXX) shares surged by 30% premarket on July 2, 2025, following the announcement of a strategic deal with Super Micro Computer, Inc. (NASDAQ: SMCI) to procure NVIDIA B200-powered systems. This acquisition is set to bolster Digi Power X's AI and digital infrastructure capabilities, positioning the company for significant growth in the burgeoning AI market.

The agreement involves Digi Power X placing a purchase order with Supermicro for NVIDIA B200-powered systems to launch their NeoCloud Tier 3 AI infrastructure platform. These high-performance units will be integrated into the company's proprietary ARMS 200 pods, with the first deployment scheduled for their Alabama site in Q4 2025. The strategic move aims to generate substantial recurring revenue through GPU cloud rentals via their NeoCloud portal.

Digi Power X's expansion roadmap includes developing 55MW of Tier 3 AI infrastructure by 2026-2027. The company plans to deploy ARMS 200 systems in Upstate New York locations, following the initial Alabama deployment. The financing for this growth is expected to come from non-dilutive debt, targeting a sub-three-year payback period.

The selection of NVIDIA's Blackwell B200 GPUs is particularly noteworthy, as these represent the cutting edge in AI acceleration technology. By deploying these high-performance systems in a Tier 3 modular configuration, Digi Power X is creating infrastructure optimized for the demanding computational requirements of generative AI applications. This strategic move positions the company to potentially capture premium pricing in the AI cloud rental market.

Digi Power X's purchase of Supermicro's NVIDIA B200-powered systems represents a significant advancement in the company's AI infrastructure development roadmap. The deployment of these systems within their proprietary ARMS 200 pods at their Alabama site positions them to begin generating revenue in Q4 2025, marking a crucial transition from infrastructure development to commercialization.

The company's financing strategy focusing on non-dilutive debt backed by platform revenue suggests confidence in their ability to generate substantial returns from this infrastructure. Their claim of a sub-three-year payback period indicates an expected ROI that would be considered attractive in the capital-intensive data center industry.

The ambitious roadmap targeting 55MW of Tier 3 AI infrastructure by 2026-2027, including plans for the more advanced ARMS 300 platform optimized for NVIDIA's next-generation B300 chips, demonstrates a forward-looking approach to maintaining technological relevance.

As one of the first U.S. public companies to deploy NVIDIA's Blackwell architecture at cloud scale, Digi Power X may benefit from first-mover advantages in attracting AI customers seeking access to the latest GPU technology. The planned expansion to Upstate New York sites after the initial Alabama deployment suggests a measured rollout strategy that could help manage capital expenditure while gradually increasing revenue-generating capacity.

This news release constitutes a "designated news release" for the purposes of the Company’s prospectus supplement dated May 30, 2025 to its short form base shelf prospectus dated May 15, 2025.

References:
[1] https://www.stocktitan.net/news/DGHI/digi-power-x-acquires-supermicro-nvidia-b200-systems-to-launch-tier-i4z1o4q8rc8z.html

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