$Soluna Holdings, Inc.(SLNH)$ Robinson, a former Director of AI Construction at MSFT, is the second key $Microsoft(MSFT)$ lead Soluna has brought over. Soluna recently appointed Ryan Carver as Chief Development Officer, and he previously led MSFT's Fairwater AI infrastructure program. Moving executive-level leadership from MSFT's core AI build team to Soluna's development arm implies Soluna is configuring site blueprints specifically to MSFT specs.
Industry updates from Metrobloks, Soluna's Kati 2 JV partner, specifically target NVIDIA's reference design architecture, including high-voltage 800 VDC power and liquid cooling. MSFT's Fairwater projects are major adopters of this exact spec.
ERCOT conditionally classified the full 166 MW Kati campus, including Kati 2, as Base Load status. Large-scale hyperscalers like $Microsoft(MSFT)$ generally refuse to sign binding off-take contracts until grid interconnection and base load status are structurally secured.
The technical alignment between Carver, Robinson, and the Kati 2 architecture all point to MSFT.
Comments