Whitefiber, Inc. · NASDAQ:WYFI
Whitefiber — Investor Presentation (June 2026)
22 slides from Whitefiber's investor presentation, Jun 10, 2026
Slide 1: Investor Overview June 2026
WHITEFIBER _ Investor Overview June 2026 WHITEFIBER()
Slide 2: Disclaimer
DISCLAIMER 2 This presentation by WhiteFiber, Inc. ("WhiteFiber," the "Company," "we," "our," and "us") is provided for informational purposes only so that you can familiarize yourself with the Company. Although the Company believes the information contained herein is accurate in all material respec
Slide 3: The AI Infrastructure Company
THE AI INFRASTRUCTURE COMPANY 3 Data Center and Cloud Solutions for AI Workloads
Slide 4: Strategic Relationships
STRATEGIC RELATIONSHIPS 4 Source: Company information as of May 31, 2026; Note: All MW reflected on a gross basis. (1) Co-location capacity under rental agreement. (2) Development of MTL-2 has been put on hold. (3) Pipeline defined as data center sites for sale and under evaluation by management. (4
Slide 5: Investment Highlights
INVESTMENT HIGHLIGHTS 01 Contracted Flagship Asset $865M NC-1 total contract value • 10-year, 40 MW IT load agreement with Nscale, with expansion potential beyond initial 40 MW 02 Proven Retrofit Playbook ~6 Months MTL-3 retrofit delivery timeline • Accelerated retrofit delivery with buildout cost o
Slide 6: Scaling into Customer Demand
SCALING INTO CUSTOMER DEMAND WhiteFiber has scaled from GPU cloud into an integrated AI infrastructure platform across data centers, cloud services and long-duration customer deployments. Jan. 2024 Cloud services launched Initial GPU cloud platform Oct. 2024 Enovum acquired Data center platform adde
Slide 7: Our Data Centers Meet the Stringent Demand of AI Customers
OUR DATA CENTERS MEET THE STRINGENT DEMAND OF AI CUSTOMERS High Power Density and Robust Bandwidth Concurrent Maintainability 99.982% Uptime and No More than 1.6 Hours of Downtime Annually Infrastructures Supporting AI Workloads Differentiated Software Supporting AI Workloads Advanced and Highly Rel
Slide 8: Data Center Site Selection
DATA CENTER SITE SELECTION DISCIPLINED SITE SELECTION LEADS TO ENHANCED RETURN SOLUTIONS 8 PROXIMITY TO METROPOLITAN AREAS > Positioned for low-latency to address long-term, specialized AI computing inference needs RETROFIT OPPORTUNITIES > Retrofit with cooling, security, redundancy, and network equ
Slide 9: Data Center Portfolio
DATA CENTER PORTFOLIO 9 (1) MTL-1's full capacity is occupied under lease agreements with an average duration of approximately 30 months as of March 31, 2026. (2) 100% contracted for Phase 1 & 2 capacity which represents 40 IT Load MW. Billing is expected to commence during second quarter of 2026, s
Slide 10: MTL-3: Cerebras Retrofit Case Study
MTL-3: CEREBRAS RETROFIT CASE STUDY 10 5 MW IT Load < C$ 9M Buildout cost per MW 1.3(1) PUE (1) Versus industry standard of 1.45. PROJECT HIGHLIGHTS > Site delivered in 6 months, versus 18+ months for typical greenfield builds > Modular data center build approach and a specialized procurement ecosys
Slide 11: NC-1: 10-Year Anchor Contract with Nscale
NC-1: 10-YEAR ANCHOR CONTRACT WITH NSCALE 11 Customer IT Load 40 MW Term 10 Years • Modified gross lease with expense pass-through • Retrofit development enables faster speed to market and lower cost • Expected operational deployment in mid-2026, subject to final construction, delivery and acceptanc
Slide 12: NC-1 Site Overview
54 MW Phase 1 & 2 Gross Capacity 99 MW Gross Capacity Under Utility Agreement(1) ~1,000,000 Leasable Square Feet 100%(2) Phase 1 & 2 Gross Capacity Contracted ~$45M Base cash purchase price (excl. Earnout3) 100% Ownership Duke Energy Power Provider ~$0.05 per kWh Energy Cost SITE SNAPSHOT NC-1 SITE
Slide 13: Cloud Services Platform
CLOUD SERVICES PLATFORM 13 > Access to Power and GPUs > AI Infrastructure Expertise > Security and Compliance > Optimization and Management CUTTING-EDGE GPUs TECH-DRIVEN OPTIMIZATION CUSTOMER NEEDS DEPLOYMENT MODELS > Reserved cloud instances for recurring workloads > Managed private cloud for enter
Slide 14: New Cloud Services Contract Wins
NEW CLOUD SERVICES CONTRACT WINS Contracted growth across owned GPU capacity and project-level financing PARIS REGION Paris Region Deployment Investment-grade technology customer >$160M Total Contract Value 5 Yrs Contract Term Jul '26 Service Commences • Advanced NVIDIA GPU systems deployed in Franc
Slide 15: Cross-Data Center Workloads Optimize Performance
CROSS-DATA CENTER WORKLOADS 15 OPTIMIZE PERFORMANCE • Low-latency offering for inference needs • Provide compute closer to end-user • 80-kilometer range OVERCOME SCALE LIMITATIONS • Seamlessly expand across sites • Avoid single data center power and space constraints • Capitalize on fractional power
Slide 16: Key Investment Takeaways
KEY INVESTMENT TAKEAWAYS A contracted AI infrastructure platform with near-term execution, capital-efficient growth and expansion upside. 01 Contracted Flagship Asset Anchored by a 10-year, 40 MW IT load agreement with Nscale, with expansion potential beyond the initial deployment. 02 Visible Near-T
Slide 17: Appendix
APPENDIX_
Slide 18: WhiteFiber Team
WHITEFIBER TEAM Sam Tabar Chief Executive Officer > Bit Digital – Chief Executive Officer > Bank of America – Head of Capital Strategy > Skadden, Arps – Lawyer, Mergers and Acquisitions Eric Huang Chief Financial Officer > Bit Digital – Chief Financial Officer > Long Soar Technology Limited – Co-Fou
Slide 19: Select WhiteFiber Board Members
SELECT WHITEFIBER BOARD MEMBERS David Andre Independent Director > Google – Chief Science Officer at X, The Moonshot Factory > Cerebellum Capital – CEO, CTO Co-Founder > BodyMedia – Director of Research Pruitt Hall Independent Director > Kirkland – Director, Mission Critical Services > Falk Integrat
Slide 20: Unaudited Condensed Consolidated Statements of Operations
WHITEFIBER, INC. UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE (LOSS) INCOME For the Three Months Ended March 31, 2026 and 2025 (Expressed in US dollars, except for the number of shares) For the Three Months Ended March 31, 2026 2025 Revenues Cloud services $ 16,766,543
Slide 21: Reconciliation of Adjusted EBITDA
WHITEFIBER, INC. RECONCILIATION OF ADJUSTED EBITDA For the Three Months Ended March 31, 2026 and 2025 (Expressed in US dollars) For the Three Months Ended March 31, 2026 2025 Reconciliation of non-GAAP (loss) income from operations: Net (loss) income $ (12,042,404) $ 1,427,836 Depreciation and amort
Slide 22: WHITEFIBER _—
WHITEFIBER _—