NC-1 revenue start
Company: WhiteFiber - Project: NC-1
What the later record shows
Delivered late
Revenue start slipped from May 2026, first to June 2026 and then to Q3 2026. Initial billing at NC-1 was reported as commenced at the August 2026 earnings call.
“Management expects to begin delivering capacity to Nscale during the third quarter and for NC-1 to start generating revenues 30 days after completion.”
2026-08-11 · WhiteFiber 10-Q filed 2026-08-12 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 S-1 filed 2025-07-11 (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 filing states that management expects NC-1 to start generating revenue in May 2026.
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/2042022/000121390025063338/ea0248382-s1_white.htm) in full (819,180 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms WhiteFiber S-1 filed 2025-07-11
Quote: “Management expects the NC-1 site will start to generate revenue in May 2026.”
confirms WhiteFiber 10-Q filed 2026-08-12
Quote: “Management expects to begin delivering capacity to Nscale during the third 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”