DGXX

9 atoms · 跨 4 天 · 首见 2026-05-05 · 最近 2026-06-03

三色: 🟦 fact 6 · 🟥 take 3 · stance ▲5/▼0/◆0

来源: X 9

时态: fresh:7 · stale:1 · aging:1

标签: 好数字:6 · 好信源:2 · 好观点:2

叙事 (narrative) (1)

• 2026-05-10 [老化中] · proxy play
  $DGXX proxy play
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-10 · NOI利润率估计
  Around 60% NOI margin
  tags: 好数字 · → daily
  value: qty=60%

立场 (position) (1)

事实 (fact) (6)

• 2026-05-05 · 签署10年协议
  Digi Power X $DGXX signed a 10-year deal with Cerebras for a 40 MW AI data center in Alabama, worth about $1.1B initially and up to $2.5B with renewals.
  tags: 好数字·好信源 · → daily
  value: date=2026-05-05
• 2026-06-03 · commits $35 million for NVIDIA Vera Rubin systems
  Digi Power X commits $35 million for NVIDIA Vera Rubin systems - $DGXX $NVDA
  tags: 好数字 · → daily
  value: qty=$35 million · date=2026-06-03
• 2026-05-10 · holds position
  I have VICR WYFI and DGXX
  tags: 好数字 · → daily
• 2026-05-10 · 年化每兆瓦营收
  $2.75M of revenue per MW per year
  tags: 好数字 · → daily
  value: qty=$2.75M · unit=per MW per year
• 2026-05-10 · 托管费用包含电力成本
  colocation fee is all-in, which means it includes the cost of delivered electrical power up to the contracted IT load
  tags: 好信源 · → daily
• 2026-05-05 · AI数据中心合作总合同价值
  Total contract value could reach $2.5B including renewals.
  tags: 好数字 · → daily
  value: qty=$2.5B · date=

时间轴 (近 20)

• 2026-06-03 · fact · commits $35 million for NVIDIA Vera Rubin systems · → daily
• 2026-05-10 · narrative · proxy play · → daily
• 2026-05-10 · fact · holds position · → daily
• 2026-05-10 · fact · 年化每兆瓦营收 · → daily
• 2026-05-10 · fact · 托管费用包含电力成本 · → daily
• 2026-05-10 · forecast · NOI利润率估计 · → daily
• 2026-05-09 · position · 更受偏好 · → daily
• 2026-05-05 · fact · AI数据中心合作总合同价值 · → daily
• 2026-05-05 · fact · 签署10年协议 · → daily

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