$JKS signed a 1 GW collaboration agreement with PM Green, including an initial 200 MW order for Tiger Neo 3.0 solar modules. JinkoSolar says the deal supports large-scale sustainable energy projects across strategic markets, with a focus on Europe.

$NVDA and $IREN announced a strategic partnership to deploy up to 5 GW of AI infrastructure across IREN’s global data center pipeline. Sweetwater in Texas is planned as the flagship NVIDIA DSX deployment. NVIDIA also gets the right to invest up to $2.1B in IREN

Soluna (NASDAQ: $SLNH) delivered another quarter of strong top-line growth as the company continues scaling its renewable-powered computing and AI infrastructure platform. 🔹 1Q26 revenue increased 58% Y/Y, marking the company’s fourth consecutive quarter of sequential revenue growth 🔹 Long-term pipeline expanded to 4.3 GW, supported by multiple AI-focused projects including Dorothy 3 and Kati 2 🔹 Recent strategic milestones included the acquisition of the 150-MW Briscoe Wind Farm, continued Kati expansion, and full ownership consolidation of Project Dorothy 1A Read John Roy, Ph.D.'s full report for more detail on Soluna’s AI infrastructure pipeline, operational performance, renewable energy strategy, and long-term growth outlook. $SLNH #AI# #DataCenters# #RenewableEnergy# #Infrastructure# #BitcoinMining# #CloudComputing# #EnergyTransition# #Technology# #NASDAQ# #WaterTowerResearch# @SolunaHoldings

$KEEL Portfolio Overview: De-risked and Scalable ⚡️ Panther Creek: 350 MW Sharon: 110 MW Moses Lake: 18 MW Sherbrooke: 96 MW Scrubgrass: 1.3 GW Total capacity pipeline of 2.2 gigawatts 👀

$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well. In the words of Jensen: “Nebius will take care of you”

Hut 8 CEO @ashergenoot will appear on @CNBC Power Lunch at 2:25 p.m. ET today to discuss our second hyperscale AI data center lease — a 15-year, $9.8 billion triple-net agreement with an investment-grade tenant at our 1 GW Beacon Point campus — and the forces shaping U.S. AI infrastructure development.