Inference is the annuity: the WYFI thesis

This is the whole $WYFI thesis in a nutshell.

Training is episodic β†’ a capex spike that ends. Inference is the annuity β†’ recurring, high-utilization, compounding with every agent deployed. $WYFI is built for the annuity: metro-adjacent sites for low latency, cross-data-center orchestration rolling out, owns the buildings AND the GPUs so the utilization margin stays home.

The demand already printed β†’ $921M contracted, 10x annualized revenue, anchor live and billing.

Long $WYFI

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