$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.

Utah approved a data center so massive it's going to be more than twice the size of Manhattan It’s called The Stratus Project, it’s a AI data center campus in Box Elder County - The full project could cover over 40,000 acres, an area bigger than Manhattan - Total size will be around 62 square miles - The power demand is 3 gigawatts of electricity, roughly the output of multiple nuclear reactors - Environmental groups warn it could raise Utah's planet-heating pollution by nearly 50% - Estimates suggest the project's power systems could consume up to 16.6 billion gallons of water per year. (25,000 Olympic swimming pools) First let’s talk about power, it will actually use up to 9 GW of power. This is roughly double Utah’s current peak electricity demand. Only the first phase will use 3 GW Next let’s talk about water, Developers are now saying that they will use closed-loo dry (air-based) cooling systems to minimize consumption. But it’ll still use a lot of water This is bad news for water conservation. Utah is in drought conditions, the Great Salt Lake is shrinking. It’s visible and you can see it right now So why do we need this really, according to what I can find it’s going to be tied with defense contracts The data center will be tied to US defense priorities. It overlaps with Department of Defense areas and is advanced through Utah’s Military Installation Development Authority. Officials cite needs for energy resilience, secure computing power, and data storage for defense operations So this is a private data center but it’s not really a private data center…. Because it’ll be working with the government. One layer removed…

Moats in our neocloud theme: $APLD Ellendale, Macquarie financed $BTDR Bhutan power, SEALMINER ASIC $CIFR AWS anchor tenant validation $CLSK low cost power per MW $CORZ multi-billion hosting backlog $CRWV GPU operator, OpenAI $DGXX 400MW, Blackwell ready pods $HIVE BUZZ HPC GPU subsidiary $HUT vertically integrated power $IREN cleanest HPC revenue ramp $KEEL $533M liquidity, three campuses $MARA largest scale, biggest footprint $NBIS lowest cost per MW operator $RIOT Texas grid scale power assets $SLNH behind the meter, 4.3 GW $WULF Core42 deal, nuclear adjacent $WYFI $865M Nscale anchor contract The important stuff? Secured power capacity, signed anchor tenant contracts, cost per MW competitiveness, and execution speed on conversion. I think #SLNH# offers deep value. NFA. Will keep updating...