Investors 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%. A sizable and potentially highly lucrative contractUnder the terms of the deal, WhiteFiber will deliver 40 megawatts of critical IT load at its flagship NC-1 data center campus in ...

纳斯达克上市数据中心与 AI 托管服务商 WhiteFiber（WYFI）宣布旗下 Enovum Data Centers 与 Nscale Global Holdings 签署为期 10 年的 40 MW 机房托管协议，总合同价值约 8.65 亿美元，部署位于北卡罗 来纳州 NC-1 园区，分两期交付。WhiteFiber 由比特币矿企 Bit Digital 分拆而来。（CoinDesk） （来源：吴说） 来源：市场资讯 ...

EXCLUSIVE: WhiteFiber inks 10-year deal with Nscale valued at about $865 million. The shares rose 15% in after hours trading following the news.@willcanny99 reportshttps://t.co/YNmCcVqKn9 ...

WhiteFiber (WYFI), a Nasdaq-listed data center and colocation provider focused on AI and high-performance computing, said its Enovum Data Centers subsidiary has signed a long-term colocation agreement with Nscale Global Holdings, an AI infrastructure and cloud services provider, in a press release Thursday. The shares rose 13% in after hours trading to $16.19 following news of the deal. The agreement covers 40 megawatts (MW) of critical IT load at WhiteFiber’s NC-1 data center campus in Madison, North C ...

Core Insights - Bit Digital, Inc. announced its Ethereum treasury and staking metrics for November 2025, highlighting significant holdings and staking activities [1][6]. Company Overview - Bit Digital is a publicly traded digital asset platform focused on Ethereum treasury and staking strategies, operating one of the largest institutional Ethereum staking infrastructures globally [2]. - The company began accumulating and staking ETH in 2022 and aims to provide secure and compliant access to on-chain yield through strategic partnerships [2]. November 2025 Metrics - As of November 30, 2025, Bit Digital held approximately 154,398.7 ETH, valued at approximately $461.9 million based on a closing ETH price of $2,991.90 [6]. - The company acquired 506.25 ETH during November 2025, with a total average acquisition price of $3,045.11 for all holdings [6]. - Bit Digital staked an additional 5,141 ETH in November, bringing total staked ETH to approximately 137,621, which is about 89.1% of its total holdings [6]. - Staking operations generated approximately 328.5 ETH in rewards during the period, representing an annualized yield of approximately 3.05% [6]. - The company had 323,674,831 shares outstanding as of November 30, 2025 [6]. - Bit Digital also maintains ownership of approximately 27.0 million shares of WhiteFiber (WYFI), valued at approximately $579.5 million [6].

Key Points WhiteFiber posted sales and earnings misses in Q3. WhiteFiber still saw strong sales growth last quarter, but cloud services revenue missed expectations. The stock got hit with huge sell-offs near the market open but has seen some recovery momentum. 10 stocks we like better than WhiteFiber › WhiteFiber (NASDAQ: WYFI) stock is getting hit hard in Friday's trading. The data center company's share price was down 9.1% as of 3:15 p.m. ET and had been off as much as 18% earlier in the day's t ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $30.5 million, up from $25.7 million in the prior quarter and $22.8 million year-over-year [9] - Net income for Q3 2025 was $146.7 million, or $0.47 per diluted share, compared to a net loss of $38.8 million in the same period last year [11] - Adjusted EBITDA increased to $166.8 million from $27.8 million in Q2 2025 and a loss of $19.7 million a year ago [11] Business Line Data and Key Metrics Changes - Ethereum staking revenue grew to approximately $2.9 million in Q3 2025, up over 542% year-over-year [9][10] - Digital asset mining revenue was $7.4 million, compared to $6.6 million in the prior quarter and $10.1 million in the same period last year [10] - The company produced 65 Bitcoin in Q3 2025, down from 83 in the prior quarter [5] Market Data and Key Metrics Changes - The company held approximately 122,000 ETH at the end of Q3 2025, with about 100,000 ETH staked, representing roughly 82% of total holdings [9] - By the end of October 2025, ETH holdings increased to over 153,000, with approximately 132,000 actively staked [4] Company Strategy and Development Direction - The company aims to grow its Ethereum holdings and staking activity responsibly, focusing on long-term value creation rather than rapid expansion [3] - The strategy includes disciplined capital allocation and careful risk management, with a focus on staking income as a recurring cash flow source [5][7] - The company emphasizes its unique position in the digital asset space, combining Ethereum exposure with AI infrastructure through its ownership of WhiteFiber [13][14] Management's Comments on Operating Environment and Future Outlook - Management believes Ethereum's role as a foundation for digital assets and decentralized finance will continue to strengthen [7] - The company is confident in its long-term strategy and the value of its assets, including a commitment not to sell WhiteFiber shares in 2026 [14][52] - Management acknowledges the challenges in negotiating large contracts but remains optimistic about future revenue growth from WhiteFiber [60] Other Important Information - The company completed a $150 million convertible notes offering to support continued ETH accumulation [4][12] - General and administrative expenses increased to $33.1 million, primarily due to higher share-based compensation and consulting costs related to the WhiteFiber IPO [11][73] Q&A Session Summary Question: How does the company view Ethereum relative to other blockchain options? - Management believes Ethereum has no downtime and is the best blockchain for security, making it the preferred choice for institutional backing [18][19] Question: Is there a limit on the percentage of ETH that will be staked? - The company can stake 100% of its ETH, currently at about 85% due to external management strategies [20][21] Question: What sets Bit Digital apart from competitors? - The company highlights its successful business history, unique financial engineering capabilities, and deep involvement in Ethereum technology [26][28][30] Question: What are the expectations for staking yields going forward? - Current native staking yield is about 3%, with goals to achieve 4% through external managers [53][55] Question: What challenges has WhiteFiber faced in ramping revenue? - The main challenges are the complexity and time required for negotiating large contracts [58][60]

Core Insights - WhiteFiber (WYFI) reported $20.18 million in revenue for the quarter ended September 2025, showing no year-over-year change, with an EPS of -$0.47 compared to $0 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $21.18 million by -4.7%, and the EPS was significantly below the consensus estimate of -$0.12, resulting in an EPS surprise of -291.67% [1] Financial Performance - Revenue from colocation services was $1.69 million, slightly above the estimated $1.68 million by two analysts [4] - Revenue from cloud services was $18.03 million, which was below the average estimate of $20.64 million based on two analysts [4] - Gross profit from colocation services was $1.02 million, exceeding the average estimate of $0.91 million [4] - Gross profit from cloud services was $11.72 million, falling short of the average estimate of $12.84 million [4] Stock Performance - WhiteFiber's shares have declined by -38% over the past month, contrasting with the Zacks S&P 500 composite's increase of +4.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Points - Bit Digital, Inc. will release its financial results for Q3 2025 on November 14, 2025, before market opens [1] - The company operates one of the largest institutional Ethereum staking infrastructures globally, focusing on Ethereum-native treasury and staking strategies [1] - Bit Digital holds a majority equity stake in WhiteFiber, a leading AI infrastructure provider [1] Financial Results Announcement - The financial results will be discussed in a live webcast and conference call at 9:00 a.m. Eastern Time on the same day [1] - Participants can register for the webcast or join the conference call using a provided passcode [1] Company Overview - Bit Digital is a publicly traded digital asset platform that began accumulating and staking ETH in 2022 [1] - The platform includes advanced validator operations, institutional-grade custody, active protocol governance, and yield optimization [1] - The company aims to provide secure, scalable, and compliant access to on-chain yield through strategic partnerships across the Ethereum ecosystem [1]

Group 1 - Bit Digital, Inc. (NASDAQ:BTBT) is identified as a promising stock under $5 with significant upside potential, supported by a Buy rating and a $7 price target from H.C. Wainwright analyst Kevin Dede [1] - The company's strategic shift from Bitcoin to Ethereum and its focus on high-performance computing (HPC) infrastructure positions it advantageously in the evolving crypto and technology landscape [2] - Bit Digital holds a considerable stake in WhiteFiber, which is involved in HPC-AI cloud and colocation services, and is currently trading at a discount compared to its peers, indicating potential for future appreciation [3] Group 2 - Bit Digital is headquartered in New York City and operates as a holding company providing a platform for digital assets and AI infrastructure, with Bitcoin mining operations across the US, Canada, and Iceland [4]