NC-1 full contracted run-rate billing
Company: WhiteFiber - Project: NC-1
What the later record shows
Outcome not yet confirmed
Passages repeat the expectation of full 40 MW run-rate billing in August. None reports that it was achieved. B. Riley's September note refers to an ongoing NC-1 ramp.
“The firm lowered its third-quarter adjusted EBITDA estimate to $8 million from $10.3 million, reflecting a transition between AI cloud contracts and the NC-1 ramp.”
2026-09-10 · B. Riley keeps WhiteFiber at Buy, $38 target as North Carolina financing nears - Yahoo Finance View cached copy (2026-09-14)Live source ↗
“WhiteFiber's NC-1 has begun billing under a 10-year Nscale deal covering 40 MW and nearly $865M.”
2026-09-30 · WYFI Stock Rallies 56% in 6 Months: Here's What You Should Know - Zacks Investment Research View cached copy (2026-10-01)Live source ↗Archive.org ↗
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
WhiteFiber expects to achieve full contracted run-rate billing across 40 megawatts at its NC-1 facility later in August
Source (primary)
WhiteFiber Slides 25.9% as Financing and Dilution Concerns Pressure Shares - Quiver Quantitative (-, news_article)
View cached copy (2026-08-31)Live source ↗
Quote: “full contracted run-rate billing across 40 megawatts expected later in August”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The article reports that WhiteFiber said on August 12 that NC-1 had begun initial billing, with full contracted run-rate billing across 40 megawatts expected later in August. This was a forward-looking expectation at the time, not confirmation that it was achieved.
Confirmed in the source:
- WhiteFiber's NC-1 site has 40 megawatts of contracted capacity subject to run-rate billing
- WhiteFiber said on August 12, 2026 that it expected full contracted run-rate billing across 40 megawatts at NC-1 later in August
What we did: Read our cached copy of the publisher (https://www.quiverquant.com/news/WhiteFiber+Slides+25.9%25+as+Financing+and+Dilution+Concerns+Pressure+Shares) in full (7,064 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms WhiteFiber Slides 25.9% as Financing and Dilution Concerns Pressure Shares - Quiver Quantitative
Quote: “full contracted run-rate billing across 40 megawatts expected later in August”