Added to YB: 2026-09-25
Pitch date: 2026-09-22
WYFI [neutral]
WhiteFiber, Inc.
+1.66%
current return
Author Info
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Company Info
WhiteFiber, Inc. provides artificial intelligence (AI) infrastructure solutions. It operates through two segments, cloud services and colocation services.
Market Cap
$785.9M
Pitch Price
$19.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
82.73
P/E
-17.02
EV/Sales
11.31
Sector
IT Services
Category
special_situation
NeoCloud Thesis: The Best Players, How They Make Money, and Their Path to 5x - WhiteFiber, Inc.
WYFI (quick overview): WhiteFiber is an interesting but small GPU-cloud and colocation business, with an estimated ~20% probability of a 5x outcome in five years. Its key proof point is Nscale’s 10-year, 40 MW, ~$865 million NC-1 contract; the main question is scale, as the 1.5 GW pipeline remains aspirational until another hall begins billing.
Read full article (1 min)