WhiteFiber (WYFI) Surges 12.35% on AI Infrastructure Momentum, Three-Day Rally Hits 36.41%

WhiteFiber (WYFI) surged 12.35% on September 19, marking its highest intraday gain at 20.89% and pushing the stock to its peak since September 2025. The rally, which extended to a three-day streak with a cumulative 36.41% rise, reflects investor confidence in the AI infrastructure firm’s strategic momentum and market positioning.

The stock’s ascent aligns with WhiteFiber’s recent corporate milestones. Following its August 8 IPO, which raised $183 million through a $17-per-share offering, the company transitioned to an independent public entity, retaining 71.5% ownership by Bit Digital. This liquidity boost has enabled aggressive expansion, including the acquisition of a one-million-square-foot North Carolina data center (NC-1) with 24-megawatt capacity. The facility, set for Q1 2026 operations, addresses surging demand for high-density AI infrastructure, with pre-orders already exceeding initial capacity.

Strategic partnerships further bolster WhiteFiber’s growth narrative. A 5MW IT load contract with Cerebras, signed in February, drives the MTL-3 project in Montreal, leveraging wafer-scale systems to optimize AI training. This collaboration underscores the firm’s ability to integrate cutting-edge hardware into its vertically integrated model, combining cloud services with physical data centers. Meanwhile, a $60 million CAD debt facility with Royal Bank of Canada provides flexibility for capital expenditures, reducing reliance on equity financing and supporting operational efficiency.

Financial performance reinforces the stock’s upward trajectory. Q2 2025 revenue hit $18.7 million, a 48% year-over-year increase, driven by cloud services ($16.6 million) and colocation revenue ($1.7 million). Gross profit rose to $11.5 million, though adjusted EBITDA dipped to $3.3 million due to elevated general and administrative costs linked to public company compliance. Despite this, cloud and colocation segments maintained strong margins (61% and 60%, respectively), highlighting the profitability of its core AI infrastructure offerings.

WhiteFiber’s market position as a pure-play AI infrastructure provider positions it to capitalize on growing demand for generative AI workloads. Management emphasized the scarcity of reliable, high-density infrastructure for large-scale model training, a gap the company aims to fill through its scalable solutions. With pre-orders for NC-1 and MTL-3 deployments indicating robust client confidence, the firm’s ability to balance expansion with profitability will be critical in sustaining its stock’s recent momentum.