Digi Power X could shift from speculative micro-cap to contracted AI infrastructure operator with a potential nine-figure revenue base, thanks to a 10-year, $1.1B colocation deal with Cerebras for a 40 MW Alabama data center, up to $2.5B with renewals. It sold 20 million ATM shares since March 31, lifting the share count about 30%, but the $103M funds the contracted Cerebras build, not losses. The binary test is delivering the first 15 MW by December 15, 2026; a material slip would end the case. … Show more

Digi Power X looks cheap as the power and hosting provider behind Cerebras. Cerebras signed a 10-year, $1.1B anchor lease, up to $2.5B with options, at its 40MW Alabama AI campus, expected to bring over $100M a year once live; 15MW arrives by December 2026 and 25MW by early 2027. Its NeoCloudz GPU rental adds revenue, and 2027 guidance is $250-300M, about 2x forward revenue on a $650M cap versus 5-15x for peers. Phase 2 financing is unsecured and dilution continues. x.com 

Digi Power X is unlikely to break out, because the bull case's "all they have to do is execute" on a $1.1 billion, 10-year book is doing a lot of heavy lifting. @Pentosh1 argues the 10-year Cerebras deal gives the debt-free, pre-revenue company a multi-year runway and that owning 60MW-plus of generation matters when power is the AI bottleneck. x.com 

Digi Power X is the smartest backdoor play on Cerebras as massive institutional demand builds for its 20x-oversubscribed IPO. It is Cerebras's AI landlord, supplying power and Tier III data-center capacity under a locked-in 10-year, $1.1B contract worth up to $2.5B, which transforms its revenue model. It is also scaling GPU-as-a-service and energy sales as it pivots from legacy bitcoin mining to pure AI infrastructure. x.com  x.com 

Digi Power X owns power generation in an AI buildout where power, more than chips, is the bottleneck. It is debt free, owns 60MW+ with a 1.3GW letter of intent, and its 10-year, $1.1B deal with Cerebras gives it a multi-year revenue runway that pays off even with partial execution. The bear case is that it is pre-revenue with disappointing past earnings, though those predate the Cerebras deal; it depends on execution, and the buildouts will take years. x.com 

Digi Power X should benefit as investors researching Cerebras' IPO trace its supply chain to the company building its data center. Cerebras priced at $185, above its raised range, for a $56.4 billion fully diluted valuation, and opened near double that. Digi Power X has a 10-year, $1.1 billion colocation deal to build and operate Cerebras' Alabama campus plus $2.5 billion in expansion options, yet trades at a fraction of its tenant's value, a better proxy than paying the IPO premium. x.com  x.com  … Show more

Vicor's efficient delivery of key power modules is part of the case for Cerebras meeting and exceeding its 2028-29 numbers. As models improve, more security breaches and deployments should make Cerebras look increasingly like a cybersecurity play. Its revenue ramp looks constrained by capacity, not yet by demand. Bullish on Cerebras but cautious on the broader market, with no short-term earnings prediction. x.com  x.com  x.com  x.com 

Meta's unmet AI demand pays its bottleneck suppliers. Super Micro's $19.5B quarterly outlook and under 8x forward earnings point to a double. CoreWeave's Meta deals total $35.2B; it should easily top $100. Builders say nearly all new sites use Dell or Super Micro; Dell could easily double. Micron's demand is off the charts at 5x forward earnings. Sources say Vertiv's gear is sold out for 2-3 years. VivoPower has 2GW+ potential in 5-7 years. Digi Power X has a $1.1B Cerebras deal. x.com  x.com  … Show more

Digi Power X can rerate as power secured for crypto mining is repurposed for AI compute, since power, not algorithms, is the biggest bottleneck for LLM training. Its pre-secured grid capacity in New York, Alabama and North Carolina feeds its ARMS 200 modular AI pods, NVIDIA clusters and NeoCloudz GPU cloud. A 10-year, $1.1B colocation deal for 40 MW in Alabama adds recurring revenue. Hitting 2027 guidance of $250-300M revenue would leave the ~$600M company at about 2x forward sales. x.com 

Digi Power X management's share purchases are a vote of confidence for shareholders. The stock has made the higher low anticipated two weeks ago and returned to four-year trendline support, where initiating a position for the next few years would probably feel comfortable. x.com