Episode Details

We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin hosting now and pivot into AI with speed. We explain grid flexibility, IPP value, and why OEM demand for hosting is surging.

• Cormint partnership and 12 MW container supply at KATI 1
• Plug-and-play design with integrated power, cooling, and monitoring
• Faster energization, lower on-site labor, reduced commissioning risk
• Maestro OS integration for control and efficiency
• ERCOT strategies and TSP-level pathways for speed
• Modular deployment as bridge from Bitcoin hosting to AI
• Hosting demand from OEMs and structured profitability
• Self-mining upgrades at D1B and focus on hosting scale
• Co-locating Bitcoin and AI to preserve grid flexibility
• Stronger IPP value via curtailment relief and higher-yield AI
• Team upgrades and Soluna 2.0 scaling plan toward 2026

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