Soluna Holdings - CEO, John Belizaire Q&A - Q2 Earnings, LOI & Pipeline!

We sit down with Soluna Holdings CEO John Belizaire right after Q2 earnings to unpack what is driving revenue growth, project momentum, and the company’s shift into AI data center infrastructure. We also get specific on why behind-the-meter power in Texas can move faster than traditional grid interconnections and what it takes to finance and execute billion-dollar AI campuses. 

• Q2 financial highlights including 145% year-over-year revenue growth and fifth straight quarter of sequential revenue growth 
• Operational updates across Briscoe Wind Farm integration and progress toward completing CADI 1 
• Pipeline expansion to 6.3GW and the strategy to redesign former Bitcoin sites into full-scale AI projects 
• Capital formation realities for AI data centers including project-level partners, joint ventures, and the shift from millions to billions 
• Why behind-the-meter load changes interconnection complexity and how ERCOT batch zero buckets affect developers 
• Status of D3 and CODI 2 including design, construction planning, LOI negotiations, and long-lead scheduling 
• Permitting and county engagement in Texas including tax abatement, infrastructure support, traffic planning, and community relations 
• How the MetroBlocks relationship is structured including fees and equity roll-back for alignment 
• Why execution talent is the new bottleneck and how leadership hires build in-house process power 

Let us know in the comment section below what you thought of Saluna's results and if you're currently holding shares!

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