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By Curzio ResearchOctober 20, 2025

We called it: The tiny AI power play Wall Street finally noticed

AI's power needs

Last week, one of the biggest hedge funds on the planet quietly made a move that most investors missed.

Citadel Advisors—the multibillion-dollar firm run by Ken Griffin—filed a public disclosure showing it’s taken a stake in DigiPower X (DGXX).

That might not sound like front-page news… but for us, it’s major confirmation—because we called this months ago.

When Frank first highlighted DGXX back when it was trading around $1.50, hardly anyone was paying attention. It was a small-cap Bitcoin miner, stuck in a hated sector, flying under Wall Street’s radar.

Fast-forward a few months: DGXX has more than doubled… It’s partnering with Supermicro… It’s converting its power assets into AI-ready data centers… And now one of the smartest funds in the world just validated our thesis with real money.

The backstory: Seeing the real bottleneck

When everyone else was still chasing the latest AI chip stocks, we were pounding the table on the real AI growth story: energy.

Because AI doesn’t just run on silicon. It runs on electricity.

Every training model, data center, and cloud service has one common need: massive, consistent power.

That’s the real choke point in the AI boom: Most companies don’t have access to enough electricity. And it can take years just to secure the grid connections and approvals needed to power a single data center.

DGXX already has the power—and the paperwork—in place.

From Bitcoin to Blackwell

Originally known as Digihost Technology, DGXX built power plants to run its Bitcoin mining operations. That gave it something incredibly rare today: ownership of power generation and grid connections.

Now, it’s rebranding and repurposing those same assets for the next big revolution—AI infrastructure.

It owns sites in Alabama and New York that together deliver over 100 megawatts of power… It’s expanding toward 200+ MW over the next two years… And it’s already achieved Tier III certification for its new modular data center design, called ARMS 200.

The Alabama site alone is slated for 55 megawatts of high-density, AI-ready capacity. That’s enough electricity to power roughly 50,000 homes.

Instead of waiting years for massive hyperscale campuses, DGXX can roll out modular AI pods in phases—fast, flexible, and scalable.

Why the numbers matter

When DGXX used its power for Bitcoin mining, each megawatt of capacity was worth roughly $500,000 to $1 million.

Convert that same megawatt to AI data center power, and it can be worth $10–15 million—sometimes more.

That’s a potential 10x uplift or more on the same electricity.

Now that shift from mining to AI is happening in real time. The first ARMS 200 module ships to Alabama later this year. More will follow through 2026–27.

The Citadel signal

Citadel’s disclosure shows over 5% ownership of DGXX. It’s the second big-money confirmation that the story we’ve been pounding the table on is starting to spread.

The first came about two months ago, when we revealed that legendary investor Peter Lynch took a stake

When a firm like Citadel files a 13G, it’s not chasing headlines. It’s quietly positioning for growth the market hasn’t priced in yet.

And it comes as DGXX keeps checking off execution boxes:

  • Partnership with Supermicro, the global leader in AI server technology
  • Tier III certification for its modular ARMS platform
  • Real power assets and a clean balance sheet (no heavy debt)

That’s what institutional investors like to see: proof, not promises.

Why the stock will keep climbing

Even after doubling, DGXX is still valued like a small Bitcoin miner.

Wall Street hasn’t yet priced it as an AI infrastructure company—a category worth many times more.

As it energizes its Alabama site, signs long-term hosting contracts, and scales from 22 MW to 55 MW of Tier III capacity, the market will have to adjust.

And if AI demand keeps surging (as Nvidia, TSMC, and Supermicro’s earnings suggest), DGXX’s position gets stronger by the quarter.

Risks and reality

This is still an early-stage story. Delays in permitting, financing, or equipment delivery could push timelines out. And any slowdown in AI spending would ripple across the industry.

But DGXX has two things most small caps don’t: real assets and a head start.

Owning power plants and having the regulatory approvals to use and sell that power is a major moat that would take competitors years to replicate.

The bottom line

When we first told you about DGXX, it was a micro-cap miner that few investors cared about.

Today, it’s morphing into a genuine AI infrastructure play with real megawatts, Tier III certification, a world-class partner—and now, a vote of confidence from Citadel.

That’s why we do the work before the headlines hit.

DGXX is proving us right… and this story is still in the early innings.

Editor’s note:

Curzio AI members are up over 190% on DGXX in under a year.

Don’t miss Frank’s next big AI winner. Join Curzio AI now.

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