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
🔰 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 👇
xitter.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
$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.
Set your reminders for our livestreamed panel on September 14th 👇 $BGDE
$BGDE is in the room.
@bigdigitalnrg joins OG After Dark NYC, bringing its focus on power-ready digital infrastructure for AI/HPC and digital assets colocation.
Sept 14 · 6–10 PM ET · @PubKey NYC.
Watch live on X.
Set your reminder -> xitter.cf/i/broadcasts/1mGPaZZdB…
$BGDE Q2 2026 results update
Big Digital Energy has reported financial results for the second quarter ended June 30, 2026. Highlights from the quarter included:
✔️ Revenue of $6.2M, up 28% QoQ
✔️ ~129 MW of energized capacity
✔️ ~75 MW in the process of being deployed under the Six Thirty AI agreement
✔️ Cleburne site acquired; Hood County closed via 50/50 JV with 10NetZero
✔️ Nasdaq stockholders' equity compliance regained
✔️ LOI entered with Tensor IQ to advance the planned 17 MW AI/HPC campus
Read more: bigdigital.energy/news-media…
$BGDE Load House campus update
Texas Load House, has entered into a strategic LOI with Tensor IQ establishing a framework to develop and commercialize up to 17 MW of AI/HPC capacity.
✔️ Up to 17 MW of gross power capacity planned for Tensor IQ
✔️ Initial deployment planned for 7,748 NVIDIA B300 GPUs
✔️ Infrastructure designed for AI training and inference
✔️ Targeted to be in service by Q2 2027
Subject to definitive agreements and full utilization, the LOI’s indicative terms represent ~$546M of power-lease-related revenue to TLH over the initial 15-year term, with the potential to reach approximately $1.07B over 25 years if both extension options are exercised.
This represents another important step in moving our Texas Load House project from site development toward an operating AI infrastructure campus
Read more: bigdigital.energy/news-media…
Big Digital Energy (NASDAQ: BGDE) retweeted
The AI buildout has a power problem and these 5 small cap names already have (or are securing) the one thing hyperscalers need most. ⚡️
While mega caps dominate headlines, a handful of under $500M market cap companies with existing power assets, operating data centers, or advanced pipelines are quietly positioning for AI/HPC colocation and hosting demand.
This idea to compare came after seeing @Invst_Informant post about sub $500M market cap AI stocks under the larger market’s radar.
I broke down five emerging plays in a detailed side by side comparison (financials, power positions, AI execution status, risks, and timelines):
$DGXX $SLNH $NUAI $VIP $BGDE
These stories sit at the exact intersection of the energy transition and AI infrastructure supercycle.
Different stages of execution, different risk profiles but all centered on power as the ultimate bottleneck and moat.
@DigipowerX
@SolunaHoldings
@NUAI_IR
@vulcan_infrapwr
@BigDigital
Full deep dive (including latest quarterly snapshots, key risks, and execution details) 👇
