Soluna Holdings, Inc. — Cyborg Score 4/10

Mixed
Renewable-powered data center infrastructure

Strategic Profile

Soluna reported Q1 2026 revenue of $9.4 million (up 58% year-over-year), driven by Projects Dorothy 2, Dorothy 1A, and Kati 1, though net loss widened to $17.9 million. In May 2026, the company acquired the 150 MW Briscoe Wind Farm for $53 million and acquired full ownership of Project Dorothy 1A, enabling development of the 300+ MW Dorothy 3 AI campus.

Cyborg Score Rationale

Strong Q1 2026 revenue growth of 58% year-over-year and significant strategic acquisitions demonstrate execution, but the company has less than one year of cash runway based on free cash flow trends and shareholders experienced substantial dilution with a 188% increase in shares outstanding.

Top Insights

  • Soluna is building renewable-powered data centers that transform surplus wind, solar, or hydroelectric energy into computing resources for Bitcoin mining, AI, and HPC, operating as a Nevada-incorporated company on Nasdaq
  • The company completed the $53M Briscoe Wind Farm acquisition in May 2026 with a development pipeline exceeding 4.3 GW and prior financing of $142 million
  • Soluna acquired 100% ownership of Project Dorothy 1A and expanded hosting capacity at Dorothy 1B to over 17 MW through partnerships with Sazmining and Blockware Solutions
  • Currently, 100% of Soluna's revenue is derived from Bitcoin mining despite positioning toward broader computing applications

Named Competitors

  • Bitcoin Mining Operations — Large-scale cryptocurrency mining operator
  • Bitcoin Mining & Hosting — Cryptocurrency mining and digital asset platform
  • Renewable Energy Data Centers — Sustainable Bitcoin mining infrastructure
  • AI & HPC Compute Infrastructure — High-performance computing and AI data centers

Recent Developments

  • (May 2026) Closed $53 million acquisition of Briscoe Wind Farm (150 MW) in West Texas
  • (May 2026) Acquired remaining equity interests in Project Dorothy 1A and 1B for full ownership
  • (May 2026) Launched development of Dorothy 3 AI campus (300+ MW potential)
  • (April 2026) Q1 2026 revenue $9.4M (up 58% YoY); net loss $17.9M
  • (May 2026) Regained Nasdaq compliance after prior delisting warning

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