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DGXXBullishEarningsShort Term

High materiality7/10

Digi Power X Reports Second Quarter 2026 Financial Results and Provides Operational Update and 2027 Outlook

StockNews.AIAug 14, 7:30 AM EDT1 source

Trading thesisImportance 7/10

Bullish near-term as milestones and financing progress unlock 2027 revenue potential.

AI summary

What happened and why it matters

DGXX posted Q2 2026 results showing $6.6M in revenue, a $14.4M net loss but $3.3M Adjusted EBITDA. It also reported $1.1B contracted AI data center revenue with a $2.5B expansion potential, plus $1.1M AI compute revenue from ~5 weeks of GPU operations. Alabama’s 15MW Phase 1 is on track for December 2026, signaling a meaningful growth inflection ahead.

First AI compute revenue demonstrates monetization of NeoCloudz GPU platform.
Alabama construction on schedule; Phase 1 by Dec 2026, Phase 2 by Mar 2027.
Goldman Sachs debt financing discussion could accelerate Alabama capex.
Contracted AI data center revenue stands at $1.1B with optional $2.5B.

Sentiment rationale

The first AI compute revenue validates the NeoCloudz platform; large contracted revenue and expansion optionality provide visibility into a multi-year revenue ramp. Positive EBITDA despite net loss and a strong balance sheet support a re-rate if Alabama financing remains on track.

Key facts

01
Q2 revenue $6.6M. First AI compute revenue $1.1M from ~5 weeks.
02
Contracted AI data center revenue $1.1B. Expansion could reach $2.5B.
03
Alabama Phase 1 15MW by Dec 2026. Phase 2 25MW by Mar 2027.
04
Cash $142.4M at 6/30/2026; cash ≈$150M by 8/14/2026; no debt.

Earnings

Earnings: quarterly results plus forward-looking 2027 outlook and financing updates driving interpretation of DGXX's growth path.