Bit Digital & WhiteFiber - CEO, Sam Tabar - Q2 Earnings, Deals & Outlook! | Power Analysis

We sit down with Sam Tabar to unpack Q2 earnings and the execution details behind WhiteFiber’s colocation and cloud GPU momentum, from NC1 billing to multi-year contract wins. We also press on Bit Digital’s NAV discount, capital allocation options like buybacks, and how Ethereum exposure becomes productive through staking.

• WhiteFiber Q2 performance across colocation and cloud services
• NC1 moving from build to customer deployment and billing
• Permanent project financing as a capital recycling flywheel
• Termination revenue, contract protections, and redeploying capacity
• Expansion plans for NC1 and how customer selection works
• Montreal data center retrofits and the path to more power
• Capital allocation discipline, dilution avoidance, and financeable contracts
• Crambu partnership and the 100MW GPU operating roadmap
• Bit Digital’s discount to intrinsic value and buyback considerations
• Holding WhiteFiber stake, covered calls idea, and ETH staking posture

Let us know in the comments section below if you're currently holding shares in either Bit Digital or WhiteFiber and what you thought of their results!

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