MTL-2 COD Q4 2025
Company: WhiteFiber - Project: NTL2
What the later record shows
The date slipped · new target December 31, 2026
The 5 gross MW site was not in commercial operation by Q4 2025. Development was paused, and completion is now targeted around year-end 2026.
“We had paused development while we evaluated the best use of that site. We've now decided to move forward.”
2026-08-14 · White Fiber (WYFI) Q2 2026 Earnings Call: NC1 Ramp and $540M+ Cloud Deals - TradingKey View cached copy (2026-08-31)Live source ↗
“NTL2’s approximately 5 megawatts of gross capacity targeted for completion around year-end 2026.”
2026-08-14 · White Fiber (WYFI) Q2 2026 Earnings Call: NC1 Ramp and $540M+ Cloud Deals - TradingKey View cached copy (2026-08-31)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
MTL-2 (5 gross MW, fully owned) is targeted for commercial operation in Q4 2025.
Source (primary)
whitefiber 8-K exhibit (ea025484401ex99-1_white.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-05)Live source ↗
Quote: “Fully Owned COD: Targeted Q4 2025”
How we checked this
Checked on October 12, 2026. The cited source supports every part of this claim.
The portfolio slide lists MTL-2 at 5 gross MW, with 'Fully Owned COD: Targeted Q4 2025' in its column. The capacity timeline also shows MTL-2 coming online in 4Q25.
Confirmed in the source:
- MTL-2 has 5 gross MW of capacity
- MTL-2 is fully owned
- MTL-2's commercial operation date is targeted for Q4 2025
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/2042022/000121390025081421/ea025484401ex99-1_white.htm) in full (24,103 characters, retrieved October 5, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms whitefiber 8-K exhibit (ea025484401ex99-1_white.htm)
Quote: “Fully Owned COD: Targeted Q4 2025”
delays White Fiber (WYFI) Q2 2026 Earnings Call: NC1 Ramp and $540M+ Cloud Deals - TradingKey
Quote: “We had paused development while we evaluated the best use of that site. We've now decided to move forward.”
