NC-1 revenue generation start
Company: WhiteFiber - Project: NC-1
What the later record shows
Delivered late
NC-1 did not generate revenue in May 2026. The May 10-Q expected Q2 delivery and the August 10-Q expected Q3. Initial billing was reported as commenced at the August 2026 earnings call.
“Management expects to begin delivering capacity to Nscale during the second quarter and for NC-1 to start generating revenues 30 days after completion.”
2026-05-13 · WhiteFiber 10-Q filed 2026-05-14 View cached copy (2026-08-31)Live source ↗
“Initial billing has commenced, and we expect to reach full contracted run-rate billing across the 40 megawatts of contracted IT load later this month”
2026-08-21 · WYFI Stock Rallies On Earnings Beat, CEO Says NC-1 Has Entered ‘Active Customer Deployment’ With Initial Billing Underwa 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
NC-1 site expected to start generating revenue in May 2026
Source (primary)
WhiteFiber 424B4 filed 2025-08-08 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “Management expects the NC -1 site will start to generate revenue in May 2026.”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The prospectus states management's May 2026 revenue expectation for NC-1.
Confirmed in the source:
- Management expects the NC-1 site to start generating revenue in May 2026
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/2042022/000121390025073279/ea0249945-07.htm) in full (825,843 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms WhiteFiber 424B4 filed 2025-08-08
Quote: “Management expects the NC -1 site will start to generate revenue in May 2026.”
confirms WhiteFiber 10-Q filed 2026-05-14
Quote: “Management expects to begin delivering capacity to Nscale during the second quarter and for NC-1 to start generating revenues 30 days after completion.”
confirms WYFI Stock Rallies On Earnings Beat, CEO Says NC-1 Has Entered ‘Active Customer Deployment’ With Initial Billing Underway - Stocktwits
Quote: “Initial billing has commenced, and we expect to reach full contracted run-rate billing across the 40 megawatts of contracted IT load later this month”