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MIAMI - Digi Power X Inc. (NASDAQ:DGXX / TSXV:DGX) announced Thursday it has executed a purchase order with Super Micro Computer, Inc. (NASDAQ:SMCI), a prominent player in the Technology Hardware industry with an impressive 82% revenue growth over the last twelve months, to supply NVIDIA Blackwell B200-powered systems for its NeoCloud artificial intelligence infrastructure platform. According to InvestingPro data, SMCI maintains a strong market position with a $31.76B market capitalization.
The systems will be deployed inside Digi Power X's proprietary ARMS 200 (AI-Ready Modular Solution) pods, with the first deployment scheduled at the company's Alabama site in the fourth quarter of 2025.
"With Supermicro's advanced B200 systems, we are now taking the steps to transition from infrastructure buildout to revenue generation," said Michel Amar, CEO of Digi Power X.
The company plans to generate recurring revenue through GPU cloud rentals across platforms including its NeoCloud portal. Each megawatt of the company's Tier 3 AI infrastructure is expected to generate revenue from high-performance computing services.
Digi Power X is also advancing the design of its ARMS 300 platform, which will be optimized for NVIDIA's next-generation B300 chips. The company's roadmap includes developing 55MW of Tier 3 AI infrastructure for 2026-2027.
Following the Alabama deployment, additional ARMS 200 deployments are planned for the company's Upstate New York sites.
Digi Power X describes itself as a vertically integrated AI and energy infrastructure company that designs and deploys modular Tier 3 data centers through its ARMS platform.
This article is based on a press release statement from Digi Power X.
In other recent news, Super Micro Computer has begun shipping new 4-socket server systems powered by Intel Xeon 6 processors, designed for enterprise database and mission-critical workloads. These servers support up to 16TB of memory and are certified for SAP HANA and Oracle Linux, catering to applications requiring substantial memory and processing power. Meanwhile, Citi has raised its price target for Super Micro Computer to $52 from $37, maintaining a Neutral rating, citing increased demand in the AI markets despite concerns about competitive pressures from companies like DELL and HPE. Mizuho also increased its price target to $47 from $40, reflecting a higher fiscal 2026 estimated P/E multiple, based on strong AI server demand and robust orders from cloud service providers. Additionally, Supermicro's BigTwin server has received Intel certification for immersion cooling, a technology that allows servers to be submerged in dielectric fluid to improve cooling efficiency. This certification ensures that the BigTwin systems will perform effectively in such environments, reducing energy needs for cooling infrastructure. The demand for these immersion-certified servers is growing due to increasing power requirements for AI and high-performance computing applications.
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