russ

[russ @russty2222]

@jnweisbord @BryceUnderwoo16 Clock expired and you know it

$WYFI

[Markos @MarkosAAIG]

Breaking down the $WYFI NC-1 site and phased time to power. @Mark_AAIG expects Duke and White Fiber to land on a new 230/100 kV class substation, probably a two-transformer setup installed close to the building, so the MV run to the houses is relatively short, with a new 230 kV tap line coming in from the nearest Duke transmission corridor.

[Noel Moore @noel_moore]

WhiteFiber

[Dan "FAT GAINZ" Roberts FAN @Lazarus_Capital]

Whitefiber.

[OnlyKlans1 @OnlyKlans1]

$WYFI read through for the $100B+ contracted Nscale revenue means permanent financing is basically just a formality of crossing Ts & dotting Is - a “when” rather than “if” scenario.

Shorts can have fun while it lasts. I’m patiently waiting on IPO details and with the following dates in mind, looks like mid-September is when the fireworks commence 🧨🎇🎆

Until then I’ll be adding more 🤑

$WYFI $IOND

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Nscale has reportedly secured over $100 billion in contract revenue from orders by ANTHROPIC. - The Information

[DadTrader @DadTrader8]

$WYFI is now approaching 2.5x next year’s earnings (and this doesn’t include any potential commercialization of project redwood). It’s crazy how stupid and irrational the market can be.

[Markos @MarkosAAIG]

WhiteFiber: two new AAIG deep dives are now live.

We have followed (and invested) in the neocloud and AI infrastructure market for some time, including companies such as $NBIS and $IREN , but also across the stack with Celestica. That wider perspective that we have and continue to strenghten made this call valuable beyond $WYFI itself: management’s commentary also gave us a clearer view of where customer demand is moving and how the broader market is developing.

01 | MANAGEMENT CALL + STRATEGIC ANALYSIS

17 pages of our complete WhiteFiber management-call write-up, combined with our analysis of management’s commentary and the company’s positioning.

We cover WhiteFiber’s capital strategy, the Token Factory, its growing partner model, Project Redwood and how these different parts could fit together over the longer term.

02 | INSIDE NC1: AN DC ENGINEER’S REVIEW

WhiteFiber also recently released new footage from NC1.

Our data center engineer reviewed the video step by step, examining what the footage reveals about the liquid-cooling system, power infrastructure, rack deployment and overall progress of the build.

So all angles✍️

Both articles are now available to AAIG members. Link in bio!

[CK Capital @CKCapitalxx]

Trump is Long data centers.

[russ @russty2222]

@TheSkayeth Heyyyyy you suck

[Ejaaz @cryptopunk7213]

you're going to see a huge data center and AI renaissance over the next year. the out-right hatred people have for them is founded on baseless "facts" that just aren't true:

- datacenters do not use much water. your local In-n-out uses more water.

- AI isn't replacing jobs, its creating them.

- data centers pay states a huge some of money in the form of taxes and subsidies which are being fed directly into the local residents pockets in the form of schools, new hospitals, better infrastructure etc

- power/energy bills *aren't* going up as data center's cover the costs. in states where thats not happening that should change soon.

we're talking about the biggest industrial revolution since factories. its imperative we win this.

[McNallie Money @McnallieM]

🚨 @nscale Closes ~$3B in Financing for Two US AI Campuses 🚨

⚡ Investment-grade rated — both facilities received IG ratings with stable outlooks, a strong credit signal for a company that isn't publicly traded

⚡ $1.85B for Ward County, Texas — funding @nvidia GB300 (Blackwell Ultra) and VR200 (Vera Rubin) deployments across ~275 MW of IT load, using closed-loop liquid cooling and rear-door heat exchangers

⚡ $1.2B for Madison County, NC — a 96-acre, up to 40 MW colocation site, funding site retrofit capex plus GPU infrastructure and networking

⚡ J.P. Morgan and Goldman Sachs — served as joint lead arrangers and bookrunners across both facilities, with each bank leading one of the two deals

$WYFI

[TrendGPS @TrendGPS]

Nscale just closed about $3B in financing.

Up to $1.2B is for a 96-acre, 40 MW colocation site in Madison, North Carolina.

That matches $WYFI’s NC-1 campus, where Nscale is already the anchor tenant.

Nscale is funding GPUs and related buildout at that site.

https://t.co/Q3KQ7J2Ao3

[Signal & Scale 🕸️ @SignalScale]

$WYFI The NC-1 financing risk just moved materially lower. Today, Nscale closed up to $1.2B of investment grade financing for its 40 MW Madison, NC deployment.

That is WhiteFiber's NC-1 site. 📍

This will fund site retrofit capex + GPU/networking infrastructure, with Goldman Sachs & JPMorgan arranging the facilities.

It materially strengthens the underwriting case for @WhiteFiber_

Nscale (the tenant) now has:
40 MW contracted at NC-1
→ $865M / 10-year commitment to $WYFI
→ initial billing already underway
→ investment-grade financing raised against the deployment
→ Next: $WYFI recycles its own NC-1 capital
→ Next: Nscale has $$$ for expansion in NC ;)

Updated $WYFI execution + catalyst maps below.
A 5X re-rating already in works.
1/2👇

[Noel Moore @noel_moore]

You were warned $WYFI https://t.co/7jCYWenzmY

[Pretty Fly for a WYFI @PrettyFli4aWYFI]

Nscale PR that relates to the $wyfi site in North Carolina

https://t.co/KKlKQ1faLg

H/t to my boy @OnlyKlans1 for finding this. Check it out.

[amit @amitisinvesting]

TRUMP:

- THE PEOPLE WHO ARE AGAINST DATACENTERS WANT TO BE POOR

- CHINA COULD NOT BE HAPPIER WITH THIS ANTI DATACENTER MOVEMENT

[russ @russty2222]

$WYFI __

[Vance Spencer @pythianism]

Most public neoclouds were bitcoin miners, we have owned many of these at some point in time

These are starting to get interesting again as they trade at 2-3x next year sales

Also makes the case for financing private neoclouds at high multiples much weaker, with exceptions ofc

[russ @russty2222]

@pythianism $WYFI An absolute steal right now