We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing approach, and why co-location outshines commoditized GPU cloud.• $2 million per MW ARR contract economics at NC1• Co-location plus services model with durable margins• 40 MW online rapidly with 20 MW by April and 20 MW in May• Retrofit-first site strategy to compress timelines and costs• Power roadmap with Duke and expansion potential toward 200 MW• Comparison to peer deals and negotiation dynamics• Execution track record including rapid Tier III conversions• Capital plan using non-dilutive project debt aligned to contracts• 2026 targets for active capacity, revenue growth, and R&D productization• Rationale for favoring co-location over GPU price competition• Market sentiment vs real demand and pipeline confidenceTake a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below if you're currently holding shares of WhiteFiber and what you thought about this historic deal!Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

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