Soluna Secures ERCOT Base Load Status for Full 166 MW Kati Campus — Soluna Holdings, Inc.

Event summary

Soluna completed its 83 MW Kati 1 phase, bringing total operating capacity to 206 MW.
ERCOT conditionally classified the full 166 MW Kati campus as Base Load in its Batch Zero process.
Kati 1 is dedicated to Bitcoin hosting, with Kati 2 planned for AI and high-performance computing.
The project bypasses transmission upgrades by being built behind the meter with wind power.
Soluna's development pipeline includes approximately 6.3 GW, with 650 MW for AI and HPC.

The big picture

Soluna's success in securing Base Load status highlights the growing importance of renewable-powered data centers in ERCOT's grid planning. With nearly 90% of interconnection requests coming from data centers, Soluna's model of co-locating with wind power positions it favorably in a congested market. The strategic shift to AI and HPC applications at Kati 2 reflects broader industry trends toward high-performance computing demands.

What we're watching

Regulatory Confirmation: Whether ERCOT will fully confirm the 166 MW Base Load status pending verification.
Execution Pace: The speed at which Soluna can deploy and fill capacity at Kati 2 and other projects.
Market Positioning: How Soluna's behind-the-meter model will perform against grid-connected competitors.