White Fiber (WYFI) Corporate presentation summary

Investment highlights

• Secured a 10-year, 40 MW IT load agreement with Nscale, valued at approximately $865M, with expansion potential beyond the initial deployment.

• Achieved over $550M in recent cloud services contract wins since May 2026 across multiple regions and platforms.

• Maintains a robust development pipeline of approximately 1.5 GW in data center capacity under review, with near-term acquisition targets.

• Employs a demand-led site selection model, prioritizing power access and speed to market for data center locations.

• Senior operating team averages 15 years of industry experience across data center, cloud, and capital markets.

Business evolution and platform

• Transitioned from a GPU cloud provider to an integrated AI infrastructure platform, combining data centers, cloud services, and long-term deployments.

• Unified cloud and data center platforms, with significant milestones including the acquisition of Enovum and the launch of flagship sites.

• Notable contracts include the Nscale anchor contract and multiple new cloud wins totaling over $550M in value.

Data center portfolio and operations

• Operates multiple data centers, including MTL-1, MTL-2, MTL-3, and NC-1, with a combined online capacity expected to reach 70 MW by year-end 2026.

• NC-1 site features a 10-year, 40 MW contract with Nscale and potential expansion to 99 MW, with Duke Energy as the power provider.

• Recent acquisition agreements for NC-2 and NC-3 add a minimum of 60 MW initial capacity, with potential to reach 200 MW.

• Data centers are designed for AI workloads, offering N+1 redundancy, advanced cooling, high power density, and strict compliance standards.