WhiteFiber Secures $865 Million Cloud Services Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Should l Buy WYFI?
Source: NASDAQ.COM
- Significant Contract Value: WhiteFiber's 10-year agreement with cloud services provider Nscale Global Holdings is valued at approximately $865 million, securing a long-term revenue stream in the AI data center sector and further solidifying its market position.
- Power Demand Assurance: The contract mandates WhiteFiber to provide 40 megawatts of critical IT load for its client's AI data center in North Carolina, which not only meets client demands but also enhances WhiteFiber's competitiveness in a high-demand market.
- Analyst Outlook Positive: Kevin Dede from H.C. Wainwright reiterated his buy rating on WhiteFiber and maintained a price target of $34 per share, nearly double the current stock price, reflecting strong market confidence in the company's future growth.
- Enhanced Client Relationships: This partnership establishes a direct relationship for WhiteFiber with a cloud company servicing heavyweight clients like OpenAI and Microsoft, boosting the company's reputation and market recognition, laying a foundation for future business expansion.
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Analyst Views on WYFI
Wall Street analysts forecast WYFI stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 18.190
Low
25.00
Averages
36.00
High
45.00
Current: 18.190
Low
25.00
Averages
36.00
High
45.00
About WYFI
WhiteFiber, Inc. is a provider of artificial intelligence (AI) infrastructure solutions. The Company owns high-performance computing (HPC) data centers and provides cloud-based HPC graphics processing units (GPU) services for customers, such as AI application and machine learning (ML) developers. Its tier-three data centers provide hosting and colocation services. Its cloud services support generative AI workstreams, especially training and inference. Its segments include cloud services and colocation services. The cloud services segment provides HPC services to support generative AI workstreams. The colocation services segment provides customers with physical space, power and cooling within the data center facility. In addition to providing data center hosting capacity to its customers, its business model integrates WhiteFiber data center infrastructure and WhiteFiber cloud services to provide scalable HPC solutions for enterprises, and research institutions, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Average Acquisition Cost: The company's total average acquisition price for Ethereum is approximately $3,045, suggesting potential unrealized losses at current market prices, which could impact future financial performance.
- Staking Overview: As of January 31, 2026, Bit Digital has staked about 138,266 Ethereum, representing approximately 89% of its total holdings, reflecting a proactive strategy in leveraging Ethereum staking for yield generation.
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- Investment Risk Advisory: Bit Digital cautions investors about the high risks associated with investing in its securities, urging careful consideration of risk factors and uncertainties, especially in the current market climate where historical financial performance may not reliably predict future results.
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- Investment Strategy Reaffirmed: Bit Digital has reaffirmed that it will not sell its approximately 27 million shares of WhiteFiber in 2026, indicating that its investment is viewed as a core strategic holding, which enhances market confidence in its long-term growth.
- Lockup Period Expiration: With the expiration of the IPO lockup period on February 2, 2026, Bit Digital will continue to hold its shares, demonstrating the company's commitment to AI infrastructure and strong alignment with other shareholders.
- Risk Management Activities: Bit Digital may engage in limited treasury risk management activities, including derivative transactions, but these are intended to maintain its long-term ownership in WhiteFiber rather than monetize its investment.
- CEO Commentary: CEO Sam Tabar emphasized that WhiteFiber is central to the company's long-term strategy, reflecting Bit Digital's strong positioning within the Ethereum ecosystem aimed at providing secure and scalable on-chain yield.
See More
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- Core Strategic Holding: Bit Digital has confirmed that it will not sell its approximately 27 million shares of WhiteFiber in 2026, indicating that its investment is a core strategic component aimed at enhancing the company's long-term growth potential in AI infrastructure.
- Lockup Expiration: With the IPO lockup period expiring on February 2, 2026, Bit Digital will maintain its ownership of WhiteFiber shares, demonstrating confidence in the company and strong alignment with other shareholders.
- Risk Management Activities: While Bit Digital may engage in limited treasury risk management activities, these are intended to preserve its long-term ownership in WhiteFiber rather than monetizing the investment, ensuring stability in the digital asset space.
- CEO Confidence Statement: CEO Sam Tabar emphasized that WhiteFiber is central to the company's long-term strategy, reflecting strong alignment with other shareholders and further solidifying the company's position in the AI infrastructure market.
See More
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- Clear Use of Proceeds: The offering is expected to yield approximately $202.1 million, with about $120 million allocated for a zero-strike call option transaction, while the remainder will support data center expansion and corporate purposes, reflecting the company's proactive investment strategy.
- Market Performance Contrast: Despite the Nasdaq and S&P 500 gaining 0.41% and 0.38% respectively, WhiteFiber's stock fell by 5.12%, suggesting a lack of market confidence driven by company-specific issues that could impact future financing capabilities.
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