WhiteFiber, Inc. Ordinary Shares WYFI
INFORMATION TECHNOLOGY SERVICES with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
6 trade records · 0 option records · 2026-05-04 → 2026-08-17AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests on having capital a…
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utilization drops or compet…
Growth. Nscale $865M colocation contract monetization begins as NC-1 campus scales to 99MW with Duke Energy, targeting 200MW expansion for AI compute demand. Primary assets. NC-1 campus Madison NC (under construction), 99MW Duke Energy PPA (expandab…
Append-only ticker entries from the internal coverage database.
- SW 15 : HW 85
Growth. Nscale $865M colocation contract monetization begins as NC-1 campus scales to 99MW with Duke Energy, targeting 200MW expansion for AI compute demand. Primary assets. NC-1 campus Madison NC (under construction), 99MW Duke…
- Moderate
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utiliza…
- Narrow
AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests…
AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests on having capital and real estate agreements to build before competitors — a temporary first-mover advantage that erodes as well-…
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utilization drops or competing facilities offer superior efficiency.
- manual · sw-hw
Growth. Nscale $865M colocation contract monetization begins as NC-1 campus scales to 99MW with Duke Energy, targeting 200MW expansion for AI compute demand. Primary assets. NC-1 campus Madison NC (under construction), 99MW Duke…
- manual · physical-assets
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utiliza…
- manual · moat
AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-17 | BUY | Equity | +5% |
| 2026-07-06 | SELL | Equity | +100% |
| 2026-05-08 | BUY | Equity | +9% |
| 2026-05-05 | BUY | Equity | +8% |
| 2026-05-05 | BUY | Equity | +10% |
| 2026-05-04 | BUY | Equity | +26% |