$slnh @SolunaHoldings Kati 2 is not just a 100MW AI/HPC site.
If management’s roadmap to 300MW+ and eventually 1000MW+ becomes credible to customers, the implied commercial opportunity could be measured in billions.
Using a simple illustrative AI/HPC revenue range of $2M–$3M per MW per year:
• 100MW = $200M–$300M annual revenue run-rate
• 300MW = $600M–$900M annual revenue run-rate
• 1000MW = $2.0B–$3.0B annual revenue run-rate
Solunas market cap today = $290 M
Now, the target customer profile is now very explicit:
“For large-scale computing, Soluna would like to secure a hyperscaler, such as Google, Meta, Amazon, or Microsoft, or a Neocloud provider, including CoreWeave, Nebius, Crusoe, Lambda, or Tensorwave.”
That matters because Soluna is not talking about small experimental AI workloads.
They are targeting the same customer categories driving the current AI infrastructure boom: hyperscalers and neoclouds.
The scale is also much bigger than a single 100MW site:
“We are marketing Kati 2 as an initial 100MW critical IT load site in Phase I, readily expandable to 300+ MW in Phase II. For potential customers, we’ve laid out a roadmap showing Kati 2 expandable to 1000+ MWs.”
That 1000MW+ roadmap is the key detail.
It means Soluna is showing potential customers a pathway toward gigawatt-scale AI/HPC infrastructure, not just a one-off 100MW project.
The customer interest is also real enough to be in active diligence:
“We received Indications of Interest for Kati 2 capacity. Those interested parties are conducting due diligence on the power, build-out schedule, and fit with their needs.”
The initial contract target is clear:
“The target MW for an initial contract is 100 MW of Critical IT load.”
And the timeline is very interesting:
“From the contract date, the site will be constructed and powered up within 15 months.”
Soluna also added:
“A new contract won in the next few months would make the project operational before the end of 2027.”
If management’s roadmap to 300MW+ and eventually 1000MW+ becomes credible to customers, the implied commercial opportunity could be measured in billions.
Using a simple illustrative AI/HPC revenue range of $2M–$3M per MW per year:
• 100MW = $200M–$300M annual revenue run-rate
• 300MW = $600M–$900M annual revenue run-rate
• 1000MW = $2.0B–$3.0B annual revenue run-rate
Solunas market cap today = $290 M
Now, the target customer profile is now very explicit:
“For large-scale computing, Soluna would like to secure a hyperscaler, such as Google, Meta, Amazon, or Microsoft, or a Neocloud provider, including CoreWeave, Nebius, Crusoe, Lambda, or Tensorwave.”
That matters because Soluna is not talking about small experimental AI workloads.
They are targeting the same customer categories driving the current AI infrastructure boom: hyperscalers and neoclouds.
The scale is also much bigger than a single 100MW site:
“We are marketing Kati 2 as an initial 100MW critical IT load site in Phase I, readily expandable to 300+ MW in Phase II. For potential customers, we’ve laid out a roadmap showing Kati 2 expandable to 1000+ MWs.”
That 1000MW+ roadmap is the key detail.
It means Soluna is showing potential customers a pathway toward gigawatt-scale AI/HPC infrastructure, not just a one-off 100MW project.
The customer interest is also real enough to be in active diligence:
“We received Indications of Interest for Kati 2 capacity. Those interested parties are conducting due diligence on the power, build-out schedule, and fit with their needs.”
The initial contract target is clear:
“The target MW for an initial contract is 100 MW of Critical IT load.”
And the timeline is very interesting:
“From the contract date, the site will be constructed and powered up within 15 months.”
Soluna also added:
“A new contract won in the next few months would make the project operational before the end of 2027.”
@SolunaHoldings @Deplee2 There is some important information here about $SLNH ’s capital strategy. Personally, I think the dilution concerns from this point are overstated, but read below:
https://x.com/i/status/2056795056397521137
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