WhiteFiber, Inc. (NASDAQ:WYFI) secures a 10-year agreement with Nscale for 40MW of critical IT load, valued at $865 million. The deal, to be delivered in two phases in 2026, strengthens WhiteFiber’s AI infrastructure. The firm has invested $150 million in the project, reducing financial risks.

WhiteFiber’s NOI margins estimated at around 90%, aligning with recent HPC colocation agreements. With increasing demand for AI capacity, contract terms in the sector are improving. A major tenant in place positions WhiteFiber for further expansion, including additional campuses targeted for late 2026 and 2027.

Analysts reiterate a Market Outperform rating on WhiteFiber with a $37 price target, implying an ~7x 2027E EV/EBITDA multiple. The company, an AI infrastructure provider, operates data centers and offers AI infrastructure solutions. While promising, other AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Citizens Reiterates Market Outperform on WhiteFiber (WYFI) After Major AI Colocation Agreement