
比特幣挖礦和 AI 算力公司 Soluna Holdings(納斯達克:SLNH)於 4 月 21 日宣布與 Blockware 簽署第四份擴容協議,在位於西德克薩斯州的 Dorothy 1B 風電數據中心項目新增 3.3 兆瓦裝置容量,使 Blockware 在 Soluna 各場站的總容量突破 17 兆瓦。
四度擴容背後:Soluna 的「表後」可再生能源模式
此次是 Soluna 與 Blockware 自合作以來的第四次擴容,先前在不同站點累積增加了算力配置,其中今年 2 月剛在 Dorothy 1A 站點新增了 6 兆瓦容量。每次擴容都是在先前協議基礎上的累積,而非替換原有安排。
Soluna 的商業模式聚焦於「表後」(Behind-the-meter)配置——直接使用風電場或太陽能場站產生的多餘可再生能源,繞過公共電網,將電力直接輸送至比特幣礦場和 AI 算力設施,以降低電力成本並提升運營穩定性。
5,300 萬美元收購風電場:直接掌控能源供應鏈
Soluna 以 5,300 萬美元收購了布里斯科風電場,直接掌控了「多蘿西計劃」(Dorothy)園區的能源生產,形成從能源生產到算力輸出的垂直整合,完全擺脫對電網的依賴。
Soluna 執行長約翰·貝利澤爾(John Belizaire)表示:「我們很高興能第四次擴大與 Blockware 的合作,隨著業務規模的擴大,我們始終致力於為 AI 和比特幣挖礦提供可靠的可再生能源基礎設施。」Blockware 執行長 Mason Jappa 補充:「他們啟動新站點的能力讓我們得以深化合作,並隨其共同擴展規模。」
Dorothy 3 計劃浮出水面,下一擴張節點尚待公布
隨著 Dorothy 1B 進入商業運營,Soluna 宣布計劃在布里斯科園區開發 Dorothy 3 項目,目前未透露具體時間表,表示將隨項目進展公布更多細節。
常見問題
Soluna 的「表後」商業模式如何運作?
「表後」模式指數據中心直接連接可再生能源場站,使用風電或太陽能場站產生的多餘電力,無需通過公共電網。這種安排通常能以遠低於電網電價的成本獲取電力,對電力成本佔比極高的比特幣挖礦和 AI 算力業務而言具有顯著的競爭優勢。
Blockware 為何持續擴大在 Soluna 場站的部署容量?
Blockware 作為比特幣挖礦基礎設施供應商,其核心競爭力是為礦工提供穩定、低成本的託管算力。Soluna 的「表後」可再生能源模式符合低電力成本的需求,而 Soluna 不斷推進新站點投入運營的能力,使 Blockware 得以隨業務增長按需擴容。
SLNH 股票近期大幅上漲的主要原因是什麼?
SLNH 過去 30 個交易日累計漲幅超過 100%,過去 5 個交易日漲幅超過 29%。此次上漲與 Soluna 在西德克薩斯州的一系列擴容公告密切相關,顯示市場對其可再生能源算力擴張戰略的積極回應。
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