Why WhiteFiber Stock Surged Today

By Joe Tenebruso – Dec 19, 2025 at 7:56PM ESTKey PointsWhiteFiber struck a deal to provide critical IT capacity to Nscale.The data center company is working to develop more sites in 2026 and 2027.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: WYFIWhiteFiberMarket Cap$547MToday's Changeangle-down(17.06%) $2.44Current Price$16.74Price as of December 19, 2025 at 4:00 PM ETInvestors have 865 million reason to celebrate.Shares of WhiteFiber (WYFI +17.06%) jumped on Friday after the artificial intelligence (AI) infrastructure developer announced a long-term colocation agreement with cloud services provider Nscale Global Holdings. By the close of trading, WhiteFiber's stock price was up more than 17%. Image source: Getty Images. A sizable and potentially highly lucrative contract Under the terms of the deal, WhiteFiber will deliver 40 megawatts of critical IT load at its flagship NC-1 data center campus in Madison, North Carolina. The contract is expected to generate roughly $865 million in revenue over its initial 10-year term. Nscale intends to use the capacity to provide AI infrastructure services to its investment grade tech clients. "This agreement validates our strategy to engineer NC-1 to meet hyperscaler specifications and support the most advanced AI workloads," WhiteFiber CEO Sam Tabar said in a press release.Advertisement ExpandNASDAQ: WYFIWhiteFiberToday's Change(17.06%) $2.44Current Price$16.74Key Data PointsMarket Cap$547MDay's Range$15.35 - $17.5052wk Range$13.91 - $40.75Volume5.4MAvg Vol1.2MGross Margin30.88% WhiteFiber expects to receive attractive financing terms from its banking partners WhiteFiber has already invested about $150 million into the development of the site. The high-performance computing company is in talks with multiple lenders to obtain financing to help cover the remaining construction costs. WhiteFiber is also planning additional campuses for the second half of 2026 and 2027. "Having secured our anchor tenant for NC-1 positions us to unlock additional development sites in our pipeline," WhiteFiber president Billy Krasskopoulos said.Read NextOct 13, 2025 •By Jose NajarroIs This $1 Billion AI Stock About to Soar?About the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst. Previously, Joe was an investment analyst for Stock Advisor, Income Investor, and Crypto Society, as well as several other market-beating investing services. He graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedWhiteFiberNASDAQ: WYFI$16.74 (+0.17%) $+2.44*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement