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WYFIBullishWhiteFiber NC-1 capacity ramp and contract backlognews
High materiality7/10

WhiteFiber’s NC-1 hits full 40 MW and begins full-capacity billing; $700M+ cloud contract backlog targets $365M ARR by mid-2027

Nov 10, 2026, 10:36 AM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Completion of NC-1 and commencement of full billing should materially increase recognized revenue and deferred revenue conversion as the $700M+ contract backlog ramps; the revenue impact depends on contract start dates, billings timing and customer uptime.

AI summary

What happened, with direct paths to the underlying reporting

WhiteFiber’s NC-1 data center reached full 40 MW contracted capacity and began full-capacity billing; the company also disclosed over $700M in cloud contracts expected to yield about $365M in annualized revenue by mid-2027.

  • NC-1 is now fully operational across its 40-megawatt contracted capacity and the company has started billing customers for the full capacity.
  • WhiteFiber has signed more than $700 million in cloud services contracts with five customers.
  • The company expects the contract portfolio to generate about $365 million in annualized revenue by mid-2027.
  • As of Sept. 30, WhiteFiber had $729 million in remaining performance obligations.

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