Nscale 10-year anchor contract
Company: WhiteFiber
What the later record shows
Partly delivered
By mid-August 2026, initial billing had started at NC-1 and about 20 MW of IT capacity was available for customer installation and testing. Management was still completing the 40 MW ramp, so only part of the Nscale scope was in service.
“said about 20 megawatts of IT capacity at NC-1 was available for customer installation and testing.”
2026-08-13 · WYFI Q2 Earnings Call Focuses on NC-1 Ramp and Cloud Expansion - Yahoo Finance View cached copy (2026-08-31)Live source ↗
“Management's near-term agenda centers on completing NC-1's 40-megawatt ramp, securing permanent project financing”
2026-08-13 · WYFI Q2 Earnings Call Focuses on NC-1 Ramp and Cloud Expansion - Yahoo Finance View cached copy (2026-08-31)Live source ↗
“Business and Operating Performance NC1 deployment and expansion Initial billing has started at NC1.”
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
10-year, 40 MW IT load agreement with Nscale with total contract value of approximately $865 million, with expected operational deployment by mid-2026
Source (primary)
whitefiber 8-K exhibit (ea029430601ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-06)Live source ↗
Quote: “10-year, 40 MW IT load agreement with Nscale, with expansion potential beyond initial 40 MW”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The presentation describes a 10-year, 40 MW IT load agreement with Nscale worth approximately $865 million. It also says operational deployment was expected in mid-2026, subject to construction and acceptance milestones.
Confirmed in the source:
- WhiteFiber has a 10-year agreement with Nscale
- The Nscale agreement covers 40 MW of IT load
- The Nscale agreement has a total contract value of approximately $865 million
- Operational deployment under the Nscale agreement was expected in mid-2026
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/2042022/000121390026067329/ea029430601ex99-1.htm) in full (24,487 characters, retrieved September 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms whitefiber 8-K exhibit (ea029430601ex99-1.htm)
Quote: “10-year, 40 MW IT load agreement with Nscale, with expansion potential beyond initial 40 MW”
