$DGXX ---
$DGXX has committed $35 million, to be fully funded from existing cash on hand, to purchase NVIDIA’s next-gen “Vera Rubin” AI systems from Supermicro. The hardware will fuel full-scale expansion of its NeoCloudz compute platform, with deployments slated to kick off in Q1 2027. Prior to this order, the firm had already rolled out its first batch of NVIDIA B200 chip clusters.
Back in early May, the company inked a landmark 10-year colocation agreement valued at a total of $1.1 billion with a premier AI compute provider.
$DGXX will deliver 40 megawatts of compute capacity via its data center campus in Columbiana, Alabama. This ultra-long-term, guaranteed recurring revenue completely lifts the ceiling on the company’s fundamental growth trajectory.
Late April brought a separate 24-month SubQ AI contract worth $19.6 million. Hot on its heels, the firm’s proprietary NeoCloudz GPU-as-a-Service platform launched publicly on May 15, with management confirming the business booked its first material stream of AI compute service revenue that same month.
1. Clear Transformation Roadmap: Power Assets Compute Modules Creates Unmatched Competitive Edge
The biggest bottleneck plaguing large language model training today is not algorithmic innovation—it’s power supply. DGXX’s legacy operations hold massive pre-secured grid interconnect capacity across Buffalo, New York, Alabama, North Carolina and other sites. The company is seamlessly repurposing power originally allocated for crypto mining to feed its in-house engineered ARMS 200, a triple-certified modular AI data center pod. These self-power-backed modular AI factory facilities boast blistering fast build timelines.
2. Vertically Integrated Compute Ecosystem Model
This vertical stack lets DGXX capture maximum gross margin across every link of the supply chain amid the AI industry’s explosive growth cycle.DGXX differentiates itself from two industry peers: traditional colocation REITs that only lease data center real estate (EQIX, DLR) and pure-play software vendors offering standalone compute cloud services.
Instead, it operates a fully integrated value chain:Controlled power generation & grid capacity → Proprietary ARMS 200 modular data center pods → Self-owned fleet of top-tier NVIDIA hardware clusters → NeoCloudz GPU cloud platform
3. Expected Explosive Financial Inflection in 2027
The company’s current market cap sits at roughly $600 million. If the revenue targets are fully achieved, its forward price-to-sales ratio will land at only around 2x—leaving massive upside for a meaningful valuation re-rating story.During its Q1 earnings call, management laid out explicit 2027 financial guidance: total annual revenue targets range from $250 million to $300 million, encompassing AI colocation services, NeoCloudz GPU cloud subscriptions, and residual energy sales.