Soluna Holdings

Industry representatives said at the conference that demand for AI data centers is very high, but expansion projects are being slowed by bottlenecks in power connections, land, permits, qualified workers and equipment. Bitcoin miners like Soluna are using existing energy assets to expand into colocation and GPU-as-a-Service; Soluna cites a portfolio of more than 30 projects with a total of 6.3 GW in energy assets, of which 1.6 GW are in development. Large colocation contracts and project pipelines exist, but lenders are increasingly demanding executable, risk-reduced projects with experienced construction partners. Market participants stress that the issue is less demand and more the timely provision of power and infrastructure. » Altro su de.investing.com

ERCOT has conditionally classified Soluna’s 100‑MW campus Project Dorothy as baseload under "Batch Zero," bringing the combined baseload status at both Texas sites to 266 MW alongside the previously confirmed Kati position. Soluna also applied for an additional 50 MW distribution interconnection at the Dorothy site; that request is under review. The classification remains conditional until verification is complete and provisionally secures interconnection capacity without further reliability tests. Project Dorothy uses wind power from the Briscoe Wind Farm site; Soluna cites an operational capacity of around 206 MW and a development pipeline of about 6.3 GW. » Altro su de.investing.com

Soluna has agreed a co‑mining partnership with Dory Creek (Bitdeer) to provide and install about 28 MW of mining equipment (approx. 1.93 EH/s) in the K1BC phase of the wind‑powered Kati‑1 data centre in South Texas. Commissioning is to be phased beginning in September 2026; Bitdeer will supply and own the Sealminer A2 Pro Air machines, Soluna will provide the site, power and turnkey operations, and revenues will be shared. Kati‑1 has an 83 MW capacity and recorded its first gross profit in Q2 2026; Soluna currently operates 192 MW and has a development pipeline of 6.3 GW. » Altro su de.investing.com