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WhiteFiber Secures Landmark 40MW AI Data Center Deal

Story Highlights
  • WhiteFiber secured a 10-year, 40 MW colocation deal with Nscale at its NC-1 AI data center, worth about $865 million.
  • The Nscale contract anchors NC-1, supports WhiteFiber’s planned financing and expansion, and strengthens its AI-focused data center strategy.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
WhiteFiber Secures Landmark 40MW AI Data Center Deal

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WhiteFiber, Inc. ( (WYFI) ) has shared an announcement.

On November 22, 2025, WhiteFiber subsidiary Enovum NC-1 Bidco, LLC signed a 10-year master services agreement with Nscale Global Holdings to deliver 40 megawatts of critical IT load at WhiteFiber’s flagship NC-1 AI data center campus in Madison, North Carolina, in two 20 MW phases. The deal, announced publicly on December 16 and detailed in a December 18, 2025 release, grants Nscale exclusive use of designated colocation space in a Tier 3-equivalent, ultra-high-density facility designed to support up to 150 kW per cabinet with N+1 cooling and a targeted PUE of 1.3 or better; it is structured as a modified-gross colocation lease and is expected to generate about $865 million in contracted revenue over the initial term, with billing for the first 20 MW targeted to begin April 30, 2026 and the second 20 MW on May 30, 2026. WhiteFiber has already invested roughly $150 million of equity into NC-1, secured a 99 MW power capacity agreement with Duke Energy and is in advanced talks with lenders on a construction and growth financing facility, positioning the Nscale contract as an anchor-tenant win that de-risks debt funding, validates the company’s retrofit-based, hyperscaler-focused design strategy and lays the groundwork for potential campus expansion and additional U.S. development sites from late 2026 onward.

The most recent analyst rating on (WYFI) stock is a Buy with a $32.00 price target. To see the full list of analyst forecasts on WhiteFiber, Inc. stock, see the WYFI Stock Forecast page.

More about WhiteFiber, Inc.

WhiteFiber, Inc. is a next-generation data center and colocation provider focused on artificial intelligence and high-performance computing workloads. The company owns high-performance computing data centers and provides specialized colocation, hosting and cloud services through a vertically integrated model designed to maximize performance, efficiency and margins for generative AI customers.

Average Trading Volume: 1,204,436

Technical Sentiment Signal: Strong Sell

Learn more about WYFI stock on TipRanks’ Stock Analysis page.

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