Technology company focused on digital infrastructure platforms for artificial intelligence (AI), high-performance computing (HPC), and digital assets. FKA MIGI
USA
Joined March 2021
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Power is the constraint on new compute. Interconnect queues run years. Energized capacity is the part already on the grid.
🔰 169 MW energized across four sites.
🔰 Midland 120 MW, PJM.
🔰 Corning 24 MW, PJM.
🔰 Bellefonte 8 MW, PJM. Path to 48 MW.
🔰 Texas Load House 17 MW live, ERCOT. Path to 74 MW.
$BGDE
Big Digital Energy (NASDAQ: BGDE) retweeted
Big Digital Energy, Inc. (@BigDigital) ($BGDE) meets investors at the 15th Annual ROTH Technology Conference, hosted by ROTH Capital Partners (@ROTHCapital) in New York City on Tuesday and Wednesday, November 17-18, 2026, where B2i Digital (@b2idigital) is the Marketing Partner.
The 15th Annual ROTH Technology Conference is a B2i Digital Featured Conference. See event details and profiles of participating companies at: b2idigital.com/roth-15th-ann…
Big Digital Energy, Inc. (Nasdaq: “BGDE”) is a U.S.-based technology company that designs, builds, and operates next-generation digital infrastructure platforms. The Company provides services spanning artificial intelligence (“AI”), high-performance computing (“HPC”), digital assets (including Bitcoin mining), and other intensive compute applications. The Company delivers both self-mining operations and colocation/hosting for enterprise customers, with a vertically integrated infrastructure model built for scalability and efficiency. A core part of the Company’s strategy is identifying and advancing sites positioned to support high-performance compute with the infrastructure required for long-term deployment. With approximately 169 megawatts of energized capacity and additional capacity under development, the Company is positioning itself as a competitive provider of digital infrastructure solutions to support the demand for AI data centers.
ROTH built the conference around a full day of 1-on-1 and small group meetings with management on Wednesday, after themed fireside chats and a keynote speaker on Tuesday afternoon. Registration is by invitation and subject to approval by ROTH.
Credit to the team at ROTH: Byron Roth, Aaron Gurewitz, Isabel Mattson-Pain, Nazan Akdeniz, Otilia “Charo” Montano, Amanda McAdams, Kamal Masud, Russ Nudelman, David Farina, Michael Tait, Jonathan Alyn, Bryan Baratian, Suji Desilva, Craig Irwin, Tom Hayes, Sean McGowan
Registration: meetmax.com/sched/event_1393…
Participating company website: mawsoninc.com/
Conference features include:
• Themed fireside chats and a keynote speaker from 1:30 PM to 4:30 PM ET on Tuesday, November 17, followed by the ROTH Pre-Reception and the ROTH Cocktail Party
• 25-minute 1-on-1 and small group meetings between executive management and institutional investors from 9:00 AM to 5:00 PM ET on Wednesday, November 18
• Public and private companies across semiconductors, software, communications, AI and data center infrastructure, quantum computing, aerospace and defense, digital assets and media
B2i Digital, The Capital Markets Matchmaker℠, carries each participating company’s story From Marketing to Meetings℠, across its media network with a combined monthly audience of more than 330 million and its own community of 1.7 million+ investors and market participants.
ROTH is a relationship-driven investment bank focused on serving growth companies and their investors across capital raising, equity research, sales and trading, mergers and acquisitions (M&A) advisory, and corporate access. For more information, visit roth.com.
Discover more Featured Companies, Featured Experts, and upcoming Featured Conferences at b2idigital.com.
B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at b2idigital.com/disclaimer.
Big Digital Energy (NASDAQ: BGDE) retweeted
Big Digital Energy, Inc. is bringing its next-generation digital infrastructure story to the 15th Annual ROTH Technology Conference, where its 169 MW of energized capacity and growing focus on AI and high-performance computing highlight the expanding demand for digital infrastructure.
B2i Digital is proud to be the Marketing Partner. Register to learn more about this B2i Digital Featured Conference and its participating companies at: b2idigital.com/roth-15th-ann…
US mining is about 10.3 GW of already-energized capacity. It is the largest measured pool that can be redirected to AI without a new interconnect.
Of that, roughly 4–6 GW is under AI/HPC contract. About 0.6–0.9 GW is currently billing as AI. Roughly 5 GW is still mining or in conversion.
That is the difference. An already-energized site can move from contract to billing without waiting for a new interconnection study, substation, or multi-year construction cycle. Revenue starts while the rest of the queue is still in development. The sites that pivot reach profitability years before greenfield AI load comes online.
$BGDE
Kevin Warsh is keeping rates higher for longer. That does not slow AI. It slows the greenfield projects still waiting on a new interconnect.
US Bitcoin mining is ~10.3 GW already on the grid. That is the power that can move to AI without years of studies and construction.
The longer Warsh holds, the bigger the gap between brownfield sites that can bill and greenfield sites that cannot.
$BGDE
Chairman Warsh answers reporters' questions at the FOMC press conference on October 28, 2026. federalreserve.gov/monetaryp…
ALT Chairman Warsh answers reporters' questions at the FOMC press conference on October 28, 2026.
Big Digital Energy (NASDAQ: BGDE) retweeted
Power is the constraint on new compute. Interconnect queues run years. Energized capacity is the part already on the grid.
🔰 169 MW energized across four sites.
🔰 Midland 120 MW, PJM.
🔰 Corning 24 MW, PJM.
🔰 Bellefonte 8 MW, PJM. Path to 48 MW.
🔰 Texas Load House 17 MW live, ERCOT. Path to 74 MW.
$BGDE
$BGDE will release its Q3 2026 financial results after market close on Thursday, November 5, 2026.
Management will host a conference call and webcast on Thursday, November 5 at 5:00 p.m. ET to discuss the results.
Register here: edge.media-server.com/mmc/p/…
Necessity is the mother of invention.
AI compute can't wait years for grid connections, so it's adapting to travel to the power faster than ever.
Compute is becoming mobile. Power isn't.
Having the power is the asset. $BGDE
NVIDIA $NVDA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS
Each one arrives with computing, cabling, power, and liquid cooling already installed, built around Nvidia's Vera Rubin systems. That cuts setup time at a ready site from 6 months to as little as 14 days.
Partners plan to deliver them worldwide in early 2027.
Jensen Huang: "An AI factory creates value when it starts producing tokens, not when construction is complete."
“With NVIDIA DSX POD, we’re bringing factory-built precision and speed to AI infrastructure construction — reducing deployment time from months to weeks so customers can scale capacity and bring revenue-generating production online faster.”
🔰 Texas Load House, Hood County.
🔰 17 MW live on ERCOT. Path to 74 MW of grid power.
🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.
🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE
🤖 Made with AI
Our track record over the past six years speaks for itself.
First, we were the pre-seed and seed investors in a leading modular AI data center manufacturer.
Separately, through our own private company, funded entirely with our own capital and no outside investors, we've built and commissioned more megawatts than $BGDE, the public company, currently owns.
Over the past several months, we've continued investing our own money into $BGDE, and now hold the largest shareholder position as a group. We've commissioned miners to strengthen our cash position and are actively improving our cash flow. We've also acquired a strong site in Hood County.
There's more in motion that we can't speak to yet. We're confident the direction will become clear.
— Phil Stanley, CEO of Big Digital Energy
Big Digital Energy (NASDAQ: BGDE) retweeted
Join the investor conversation here 👇
nitter.cf/i/chat/group_join/g204…
Corning, Ohio. Perry County.
🔰 24 MW grid-connected in PJM. Long-term site lease through April 2033.
🔰 Path to 50 MW, subject to additional infrastructure.
🔰 Part of 169 MW currently operating across four sites.
$BGDE
Big Digital Energy (NASDAQ: BGDE) retweeted
$BGDE Energized footprint: 169 MW connected grid across four sites, with a near-term pathway to 266 MW.
🔰 Midland, PA: 120 MW grid running.
🔰 Corning, OH: 24 MW grid running.
🔰 Bellefonte, PA: 8 MW grid running, with an additional 40 MW available for a total of up to 48 MW grid.
🔰 Texas Load House (Hood County, TX): 17 MW grid running, with a near-term path to 74 MW grid. Newest site, the DFW-area campus behind the Tensor IQ LOI. Longer-term, 1.5GW w/ Nat gas development.
Texas Load House, Hood County.
🔰 17 MW live. Near-term path to 111 MW of grid capacity, subject to ERCOT.
🔰 Tensor IQ is the offtake on that 17 MW — 7,748 NVIDIA B300s targeted Q2 2027, subject to definitive agreements. Indicative 15-year power-lease revenue on that 17 MW: ~$546 million, assuming full utilization.
$BGDE
Bellefonte was an inherited site.
This is what the work looks like after taking over an underused asset: keep power on, clear the floor, and build toward the capacity already contracted.
🔰 8 MW energized at Bellefonte.
🔰 Near-term path to 48 MW.
🔰 Part of 169 MW currently operating across four sites.
$BGDE
Reliable power is the constraint for new compute; energized capacity reduces that risk.
🔰 120 MW live at Midland, PJM-connected.
🔰 Part of 169 MW currently operating across four sites.
$BGDE
🔰 120 MW energized at Midland.
🔰 169 MW live now across four sites.
🔰 Near-term pathway to ~266 MW of connected grid.
$BGDE
In AI infrastructure, power is the bottleneck, and it's the part you can't rush. Interconnect queues run years. Ours is already energized and grid-connected across our sites today. Our priority is simple: deploy every MW toward its highest-value application. $BGDE
