Digi Power X Soars 19.35% on AI Infrastructure Push

On July 17, 2025, Digi Power X's stock surged by 19.35% in pre-market trading, marking a significant rise in investor interest and confidence in the company's strategic initiatives.

Digi Power X has made a strategic acquisition of Supermicro NVIDIA B200 systems to launch its Tier 3 NeoCloud AI infrastructure. This move is part of the company's broader plan to transition from infrastructure development to revenue generation in the AI market. The systems will be integrated into Digi Power X's proprietary ARMS 200 pods, with the first deployment scheduled for their Alabama site in Q4 2025. The company aims to generate substantial recurring revenue through GPU cloud rentals via their NeoCloud portal.

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 positions them to potentially capture premium pricing in the AI cloud rental market.

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.