Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire! | Power Analysis

We sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also dig into execution hiring, why owning generation changes everything in ERCOT, and how Soluna thinks about the long game where power and compute converge.

• Kati 2 LOI details and what “exclusivity” unlocks
• Targeting a 100MW Phase 1 lease footprint and design alignment with tenant GPU roadmaps
• Running site development, permitting, grid studies, and high voltage design in parallel
• Battery energy storage system role for smoothing and ride through
• Keeping Kati 1 flexible with shorter contracts and exit rights
• Metroblocks as a true JV partner with aligned economics
• Ryan Carver hire and what world class execution adds to diligence
• Rising demand signals and how regional constraints shift buyer behaviour
• Power pricing as a competitive edge even with pass through structures
• Briscoe wind farm repairs, bring your own power expectations, and future acquisitions
• First earnings call plans and maturing IR infrastructure

Let us know in the comment section below if you're currently holding shares of Soluna Holdings!

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