购置
WhiteFiber 收购 2 北卡罗莱纳州数据中心复古站点
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AI基础设施供应商WhiteFiber 宣布于2026年11月3日表示其全资拥有的子公司Enovum数据中心公司已经完成了对北卡罗莱纳州亚德金县两个工业地产的6000万美元现金收购,它打算将其改造为NC-2和NC-3数据中心校园。
这些地产合起来占地约120英亩,并包含50万平方英尺的现有仓库空间,距离麦迪逊的WhiteFiber的NC-1校园约55英里。 WhiteFiber希望它们能提供至少60兆瓦的初始总公用事业能力,在关闭后7年内有可能支持约200兆瓦。 这一更大的能力仍然有待确认和电力供应。 改造计划借鉴了该公司在该区域的发展经验和运营能力。
客户需求与发展条件
未来的客户提交了不具约束力的意向书,涵盖NC-2和NC-3的能力以及NC-1的扩展能力。 这些建议包括投资级对应方的建议和提供投资级信贷支持的建议,并在各种机会中进行深入讨论。
卖方将继续占用部分占用占用和部分租回安排的房产。 WhiteFiber期望这些安排在推进发展计划的同时抵消一些财产搬运费用。
交易最初是宣布,作为2026年8月17日的确定协议,现金价格相同,然后预计在2026年第四季度结束。 该公告针对2027年第三季度的初步准备就绪能力。 WhiteFiber目前的目标是2027年后期,但需符合习惯发展条件,预计发展支出将与确定的客户协议和融资相一致。
NC-1 委托和融资
在NC-1上,在最初的20兆瓦IT数据大厅中,开关的调试中断了服务和计费工作。 因此,校园的坡道到全承包的运行率计费,已经超过了原先预期的8月时限。 WhiteFiber报告说,在合同部署的40兆瓦信息技术中,约有35兆瓦已投入使用,而其余5兆瓦正在继续上网。
该公司已基本完成了NC-1最初合同部署所需的资本投资,预计开发费用总额将保持在原预算范围之内。 这一部署的筹资问题仍在与先前披露的未来贷款小组讨论之中。 文件和结账要求仍未得到满足,筹资的完成没有保证。
首席执行官Sam Tabar 称的优先事项是将客户需求转变为长期合同,并发展具备适当客户和融资承诺的能力。 WhiteFiber将于2026年11月10日报告其2026年第三季度的财务结果,并届时提供进一步的财务和业务更新。
购买新增实体开发能力,但更大的建设仍以客户合同、融资和电力供应为条件。 在整个新网站和NC-1中,中央执行的任务是将合同或预期需求转变为可开具账单的AI基础设施。
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Acquisitions
WhiteFiber Buys Two North Carolina Sites for Data Center Retrofits
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AI infrastructure provider WhiteFiber announced on November 3, 2026 that its wholly owned subsidiary Enovum Data Centers Corp. had completed the $60 million cash acquisition of two industrial properties in Yadkin County, North Carolina, which it intends to retrofit as the NC-2 and NC-3 data center campuses.
Together, the properties cover approximately 120 acres and contain 500,000 square feet of existing warehouse space, about 55 miles from WhiteFiber’s NC-1 campus in Madison. WhiteFiber expects them to provide a combined minimum of 60 MW of initial gross utility capacity, with the potential to support up to approximately 200 MW within seven years after closing. That larger capacity remains subject to confirmation and power availability. The retrofit plan draws on the company’s development experience and operating capabilities in the region.
Customer Demand And Development Conditions
Prospective customers have submitted non-binding letters of intent covering capacity at NC-2 and NC-3 and expansion capacity at NC-1. These include proposals from investment-grade counterparties and proposals carrying investment-grade credit support, with advanced discussions underway across the opportunities.
The seller will continue occupying parts of the properties under occupancy and partial leaseback arrangements. WhiteFiber expects those arrangements to offset some property carrying costs while it advances its development plans.
The transaction was first announced as a definitive agreement on August 17, 2026, with the same cash price and closing then expected in the fourth quarter of 2026. That announcement targeted initial ready-for-service capacity in the third quarter of 2027. WhiteFiber is now targeting late 2027, subject to customary development conditions, with development spending expected to align with definitive customer agreements and financing.
NC-1 Commissioning And Financing
At NC-1, problems commissioning switchgear interrupted service and billing in the initial 20 MW IT data hall. The campus’s ramp to full contracted run-rate billing consequently moved beyond the previously anticipated August timeframe. WhiteFiber reported that approximately 35 MW of the contracted 40 MW IT deployment is operational, while work continues to bring the remaining 5 MW online.
The company has substantially completed the capital investment required for NC-1’s initial contracted deployment and expects total development costs to remain within the original budget. Financing for that deployment remains under discussion with the previously disclosed prospective lending group. Documentation and closing requirements are still outstanding, and completion of the financing is not assured.
Chief Executive Officer Sam Tabar said the priority is converting customer demand into long-term contracts and developing capacity with the appropriate customer and financing commitments in place. WhiteFiber will report its third-quarter 2026 financial results on November 10, 2026 and provide further financial and operating updates then.
The purchase adds physical development capacity, but the larger build-out remains conditional on customer contracts, financing and power availability. Across the new sites and NC-1, the central execution task is turning contracted or prospective demand into operating, billable AI infrastructure.
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