--- title: "Tech Periphery Pivots: AI Data Center Overhauls and $1 Billion Biotech Buyouts" type: "News" locale: "en" url: "https://longbridge.com/en/news/299175738.md" description: "As mainstream tech giants dominate the spotlight, peripheral players are making aggressive strategic pivots in 2026. Digi Power X is shedding its crypto roots for AI infrastructure, while Phoenix Asia Holdings abruptly shifts from construction to a $1 billion biotech buyout." datetime: "2026-09-16T11:31:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299175738.md) - [en](https://longbridge.com/en/news/299175738.md) - [zh-HK](https://longbridge.com/zh-HK/news/299175738.md) generator: "portal-rs" --- # Tech Periphery Pivots: AI Data Center Overhauls and $1 Billion Biotech Buyouts 资本支出向人工智能领域的持续倾斜，正迫使处于科技硬件边缘地带的公司加速重组与转型。Digi Power X（DGXX.US）正全面剥离此前的加密货币挖矿业务，试图转身为纯粹的 GPU 算力租赁服务商。尽管其 2026 年二季度财报显示营收同比下滑 18% 至 663 万美元且净亏损持续扩大，但该公司在基础设施上的下注极为激进——不仅宣布引入英伟达 Vera Rubin 系统，更在 5 月份与 Cerebras Systems 签下一份价值约 11 亿美元的主服务协议，试图以此支撑其 2027 财年高达 2.5 亿美元以上的营收指引。在半导体材料端，复合衬底制造商 AXT, Inc.（AXTL.US）同样在观望 AI 资本支出带来的连锁反应。近期频繁的董事会人事变动背后，是下游 2.5D 封装产能预计大幅扩张带来的上游材料需求重估机遇。 在算力狂热之外，部分公司的跨界重组动作同样引发市场侧目。曾长期从事香港公共建筑业务的 Phoenix Asia Holdings（PHOE.US）在 2026 年 5 月完成了一次极度偏离主业的转向，宣布通过 10 亿美元的全股票交易收购临床阶段肿瘤药企 ACEA Pharma。为支撑这一巨大跨界，公司不得不向控股股东发行可转换本票以获取短期流动性。相比之下，音频混合信号芯片巨头 Cirrus Logic（CRUS.US）则在动荡的边缘科技板块中维持了业绩韧性。该公司 2026 财年一季度创下了 4.6 亿美元的营收新高，目前正试图通过深化与格芯（GlobalFoundries）的长期代工合作来加速下一代氮化镓（GaN）技术开发，以对冲消费电子周期波动带来的潜在阻力。 ### Related Stocks - [DGXX.US](https://longbridge.com/en/quote/DGXX.US.md) - [AXTL.US](https://longbridge.com/en/quote/AXTL.US.md) - [PHOE.US](https://longbridge.com/en/quote/PHOE.US.md) - [CRUS.US](https://longbridge.com/en/quote/CRUS.US.md) ## Related News & Research - [PHOE: H1 2026 delivered strong income growth, high ROE, and increased capital returns](https://longbridge.com/en/news/296874142.md) - [Cirrus Logic Sees Mixed-Signal Growth Pipeline Despite PC and Supply Chain Headwinds](https://longbridge.com/en/news/295736718.md) - [Digi Power X CEO Amar Michel acquires $72,000 of shares](https://longbridge.com/en/news/296514724.md) - [Cirrus Logic to Present at Upcoming Conference | CRUS Stock News](https://longbridge.com/en/news/295272491.md) - [Cirrus Logic Shareholders Approve Incentive Plan as Fiscal 2026 Revenue Hits Record](https://longbridge.com/en/news/294546941.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**