NC-1 full revenue contribution
Company: WhiteFiber - Project: NC-1
What the later record shows
Outcome not yet confirmed
Billing at NC-1 began in Q3 2026. No passage says the facility reached contractual capacity or full revenue contribution by Sept 30, 2026.
“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
Full revenue contribution from NC-1 expected to begin in Q3 2026 as facility reaches contractual capacity
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: “Full revenue contribution expected to begin during the third quarter of 2026 as the facility reaches contractual capacity”
How we checked this
Checked on October 2, 2026. The cited source supports every part of this claim.
The data center portfolio slide's footnote on NC-1 says full revenue contribution is expected to begin during Q3 2026 as the facility reaches contractual capacity.
Confirmed in the source:
- WhiteFiber expected full revenue contribution from its NC-1 facility to begin during the third quarter of 2026
- WhiteFiber expected that timing to coincide with the NC-1 facility reaching contractual capacity
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: “Full revenue contribution expected to begin during the third quarter of 2026 as the facility reaches contractual capacity”