Q1-Q2 2026 NC-1 capacity energization
Company: WhiteFiber
What the later record shows
Delivered on time
A June 9, 2026 company presentation says Duke Energy had completed the work to deliver the initial 54 gross MW of utility power to NC-1, which exceeds the 40 MW gross target before end of Q2 2026. No passage gives the exact energization date, and the IT-load ramp to customers was still in progress in August.
“Duke Energy has completed the work required to deliver the initial 54 gross MW of utility power to the NC-1 site.”
2026-06-09 · whitefiber 8-K exhibit (ea029430601ex99-1.htm) View cached copy (2026-09-06)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
Expect 24 MW gross energized in Q1 2026 and 16 MW gross in Q2 2026 for total of 40 MW gross at NC-1 by end of Q2 2026
Source (primary)
WhiteFiber S-1/A filed 2025-08-01 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “Management expects another 24 MW (gross) will be energized in the first quarter of 2026 and that an incremental 16 MW (gross) will be energized in the second quarter of 2026 for a total of 40 MW (gross) at the NC-1 site by the end of the second quarter of 2026.”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The prospectus summary states management's expectation of 24 MW energized in Q1 2026 and 16 MW in Q2 2026, for 40 MW at NC-1 by the end of Q2 2026.
Confirmed in the source:
- Management expects 24 MW (gross) to be energized at NC-1 in the first quarter of 2026
- Management expects an incremental 16 MW (gross) to be energized at NC-1 in the second quarter of 2026
- Management expects a total of 40 MW (gross) at NC-1 by the end of the second quarter of 2026
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/2042022/000121390025070709/ea0249945-04.htm) in full (845,158 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms WhiteFiber S-1/A filed 2025-08-01
Quote: “Management expects another 24 MW (gross) will be energized in the first quarter of 2026 and that an incremental 16 MW (gross) will be energized in the second quarter of 2026 for a total of 40 MW (gross) at the NC-1 site by the end of the second quarter of 2026.”
confirms whitefiber 8-K exhibit (ea029430601ex99-1.htm)
Quote: “Duke Energy has completed the work required to deliver the initial 54 gross MW of utility power to the NC-1 site.”