AI infrastructure and cloud services provider
Appears in 2 stories
Anchor customer at NC-1, investment-grade offtaker
WhiteFiber, an AI infrastructure company that launched its GPU cloud in January 2024, filed a Securities and Exchange Commission (SEC) disclosure on September 14 detailing a 10-year, 40 megawatt (MW) contract with Nscale worth roughly $865 million. The anchor lease at its NC-1 campus in Madison, North Carolina began billing in the third quarter of 2026.
Updated Sep 15
Secures Europe's largest VC round amid global AI compute race
The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.
Updated May 26
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