WhiteFiber to report first full-year results; cloud leads, data center set to accelerate

AI infrastructure and HPC solutions provider WhiteFiber Inc. (NASDAQ: WYFI) is set to report its first full-year results on March 26, offering an early gauge of demand for smaller, specialist providers of high-performance computing capacity following its August 2025 initial public offering.

Visible Alpha consensus estimates point to revenue of $24 million for fiscal Q4 2025, up from $20 million in the last quarter. For the full year, sales are projected at $79 million.

Cloud services are expected to account for the vast majority of revenue, contributing $71 million, while data center adds a further $8 million. Within its core cloud segment, analysts estimate an installed base of 4,191 GPUs for the year, with average pricing of roughly $2.7 per GPU hour, providing early signs into utilization rates and pricing power amid intensifying competition.

WhiteFiber’s data center business, meanwhile, is forecast to reach 11 megawatts of installed capacity, generating about $8.2 in revenue output.

Looking ahead, the company is expected to see robust growth. While cloud services are forecast to grow steadily to $119 million in FY 2026 and $200 million by 2028, data center operations are expected to expand far more sharply, from $59 million in FY 2026 to $220 million by 2028, reflecting longer-term demand for AI-optimized infrastructure.

 This article was published by Visible Alpha, part of S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.