Kati 2 update. Definitive JV signed with Metrobloks. Initial design complete. RFP launched for Phase 1 — 100 MW CIT. Formal commercial negotiations underway with at least one potential tenant. 350 MW of AI and HPC capacity. Moving. #RenewableComputing $SLNH

Kati 2 update. Definitive JV signed with Metrobloks. Initial design complete. RFP launched for Phase 1 — 100 MW CIT. Formal commercial negotiations underway with at least one potential tenant. 350 MW of AI and HPC capacity. Moving. #RenewableComputing $SLNH

Briscoe Wind Farm is now fully integrated into Soluna's operations. Routine, scheduled maintenance completed. 150 MW of owned renewable generation, co-located with Project Dorothy. The ownership chain from generation to compute at Dorothy 1 is complete. #RenewableComputing $SLNH

Briscoe Wind Farm is now fully integrated into Soluna's operations. Routine, scheduled maintenance completed. 150 MW of owned renewable generation, co-located with Project Dorothy. The ownership chain from generation to compute at Dorothy 1 is complete. #RenewableComputing $SLNH

Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week reut.rs/4uV9zmg

$SLNH Microsoft’s AI energy footprint keeps getting bigger and this is where the @SolunaHoldings x @KULRTech connection starts to look very interesting. KULR recently added Ben Frank to its Board of Directors. (28 april 2026) Frank is not just “someone from Microsoft.” He serves as Director of Workforce AI Solution Engineering at Microsoft, where he leads technical teams supporting large enterprise customers deploying AI platforms within Microsoft’s Energy & Resources organization. That background is highly relevant. Why? Because AI data centers are no longer just about GPUs. They are about power availability, renewable energy, grid flexibility, battery backup, uptime and the ability to deploy infrastructure where energy is available. Now connect that to Soluna. Soluna and KULR officially started their partnership on October 9, 2025, when they announced a 3.3 MW hosting agreement at Project Sophie. But the most interesting part was not only the hosting deal. It was what KULR’s CEO said after the announcement: “This is only the beginning.” He specifically pointed to KULR’s future Battery Backup Unit solutions and said Soluna stands out as an ideal partner for AI data center projects powered by stranded renewable energy. That comment looks much more important today. KULR is positioning its K1M / KULR ONE MAX battery backup technology for AI and HPC data centers. KULR now has Microsoft AI/Energy expertise on its board. And Soluna is building a 4.3 GW renewable-powered compute pipeline, with projects like Kati 2, Dorothy 3 and Project Grace positioned around AI/HPC infrastructure. So the setup becomes interesting: Microsoft → massive AI energy demand Ben Frank → Microsoft AI Energy & Resources expertise KULR → AI data center battery backup technology KULR → existing Soluna partnership since October 2025 Soluna → renewable-powered AI/HPC infrastructure pipeline To me, this is not about claiming a Microsoft deal. It is about strategic positioning. Soluna is moving closer to the exact intersection where Microsoft, hyperscalers, renewable energy, battery systems and AI data center infrastructure are all starting to converge.

$SLNH After covering Kati 2, financing and the timeline, the next important part from the interview (@disruptorinvest x @jbelizaireCEO) is Dorothy and Briscoe. This part matters because Briscoe changes how investors should think about @SolunaHoldings m platform. Dorothy has been Soluna’s most mature Bitcoin campus, with Dorothy 1A, Dorothy 1B and Dorothy 2 already forming an operating base. But the real strategic shift came when Soluna acquired the 150MW Briscoe Wind Farm in West Texas. That acquisition is not just another asset purchase. It is vertical integration. With Briscoe, Soluna now controls the power generation asset, the substation, the interconnection and the electrical infrastructure connected into ERCOT. John described it very simply: Soluna now owns the electrons. That is a very different setup from a normal PPA structure. Instead of only being a data center operator buying power from a third party, Soluna now controls the power layer directly at one of its key campuses. That gives the company more flexibility around how power is used, sold and monetized. Power can support existing Bitcoin hosting. Power can be sold into ERCOT. Power can support future AI/HPC conversion. And when loads are curtailed, Soluna can potentially benefit from both power sales and demand response revenue. This is why Briscoe is strategically important for Dorothy 3. John described Dorothy 3 as a planned 300MW AI campus on around 300 acres near the existing Dorothy infrastructure. The goal is to use the existing operating footprint, the Briscoe power generation asset and Soluna’s on-site experience to create a faster path toward large-scale AI/HPC capacity. He explained that Briscoe gives Soluna the foundation to begin thinking about an initial AI footprint around 70–100MW IT, with the potential to grow toward the broader 300MW Dorothy 3 opportunity as Dorothy 2 is integrated or converted and as clustering or on-site generation is added over time. John also said Soluna is beginning test fit, master planning and development work for Dorothy 3. Test fit means looking at how a 100MW data center could actually sit on the land, how many buildings can fit, how the campus could scale and how the full power model would work. That moves Dorothy 3 from “pipeline idea” toward a more concrete 300MW AI campus development package. Another important point from the interview was that Soluna has already submitted a request to increase the Dorothy 3 load footprint by 50MW. John joked that because Soluna owns the power plant, the question becomes: who do we need to talk to? Ourselves. That captures the value of vertical integration. If you own the power asset, the land strategy, the operating footprint and the interconnection path, you can potentially compress timelines compared to a traditional data center project waiting years for grid access. There are also important details from Soluna’s updates outside the interview. The Briscoe acquisition was announced at $53M and was financed with cash on the balance sheet and debt, not simply through a common equity raise. Soluna guided that Briscoe could contribute around $20–24.4M in annualized revenue and $6–11M in Year-One Adjusted EBITDA. So Briscoe is not only a future AI option. It is expected to contribute cash flow now. The asset also brings a concrete technical base: around 150MW of wind generation, GE Vernova turbines, ERCOT interconnection and an energized substation. Soluna has also said it is working on turbine upgrades, which suggests the company is not just holding the asset passively but trying to optimize it. The Dorothy 1B acquisition also fits into the same theme. By taking full ownership of Dorothy 1B, Soluna is consolidating more of the Dorothy campus under its own control. Step by step, the company is bringing together power, compute, land, interconnection and ownership. That is the real story behind Dorothy and Briscoe.

The intermittency problem isn't a reason to avoid renewable energy. It's a reason to build smarter infrastructure around it. Soluna's multi-source power mix, managed in real time by MaestroOS, is what makes always-on compute possible from a renewable generation site. Renewable-first. That’s the future of computing. #RenewableComputing $SLNH

Miletus Research covered $SLNH this week via @SeekingAlpha The numbers from 2025: operating capacity doubled, cash grew from $10.5M to $88.8M, pipeline expanded 54% to 4.3 GW, power cost at $34/MWh. The argument: trailing revenue doesn't capture what the pipeline represents. Full analysis: seekingalpha.com/article/490…

$SLNH @SolunaHoldings is no longer a small-cap mining story. It is evolving into a renewable-powered AI infrastructure platform positioned at the intersection of: ⚡ Energy 🧠 AI / HPC Compute 🏗️ Digital Infrastructure While the market is still pricing Soluna near ~$200M, the company is actively advancing multi-hundred-megawatt AI/HPC projects, expanding renewable assets, and engaging with hyperscalers and neocloud operators. The real question is no longer: “Can Soluna survive?” The question becoming more relevant is: “What happens if even ONE major AI/HPC commercial deal gets signed?” In this sector, re-ratings happen fast. Power is becoming the most valuable asset in AI infrastructure — and Soluna is building directly around it. @jbelizaireCEO cc👏🏻🤍🚀 $SLNH ⚡ $TSLA $COIN $SOFI $SQ $NVDA $SMCI $AMD $AVGO $TSM $ASML $ARM $PLTR $META $GOOGL $MSFT $AMZN $QCOM $MSTR $RIOT $MARA $WULF $IREN $HUT $CLSK $BITF $BTBT $CORZ $DGHI $DGXX $MSTR $EQIX $DLR $ORCL $CSCO $IBM $MU $BTC #BTC $CAN $ONDS #SLNH #SolunaHoldings #Bitcoin. #BitcoinOS #AIInfrastructure #HPC #DataCenters #EnergyInfrastructure #RenewableComputing #BehindTheMeter #ProjectKati