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

Digi Power X is the home for Cerebras AI chips, with real asymmetry if both execute. Cerebras chose it over every other operator for a 10-year, $1.1B colocation deal with up to $2.5B in expansion options, against a $620M market cap, and a second tenant and GPU-as-a-Service revenue are starting. Risks are high: revenue begins only in late 2026 if the 40 MW Alabama campus is delivered on time, Phase 2 needs financing and dilution, and Cerebras depends on two UAE customers for 86% of revenue. 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 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 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 has signed a $1.1B, 10-year colocation deal that locks in its AI infrastructure model, and more deals look likely. Separately, SubQ, the customer behind its earlier 0.8-1MW contract, unveiled a sub-quadratic sparse-attention LLM with a 12 million token context window, which raises the likelihood that the additional power flagged in that partnership gets contracted. x.com  x.com  x.com 

Digi Power X's price can't be ignored much longer now that CEO Michel Amar has made his first open-market share purchase in years. The buy is not large, but it signals confidence. He also gave a hands-on tour of the Alabama facility showing build progress and physical units while many AI names keep sliding. This is a great time to buy at these prices. x.com  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 

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 

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