Vulcan Infrastructure & Power Inc.

A 654 MW combined pipeline at Vulcan-owned sites, including more than 100 MW of capacity expected to be available for AI/HPC opportunities within the next year;

Projected

more than 100 MW available for AI/HPC within a year, by 2027-08-17

Actual

unresolved as of 2026-09-06; no tenant and no signed lease. as of 2026-08-17

Variance

not resolved

Said in 8-K EX-99.2 2026-08-17 (investor presentation release), grade verified. Outcome from 8-K EX-99.1 2026-08-14 (Q2 2026 results), grade verified.

This is the same playbook driving progress on our Mississippi expansion site, where 40 megawatts are expected to be available by March 2027.

Projected

40 MW available at the Mississippi site, by 2027-03-31

Actual

unresolved as of 2026-09-06; the Columbus, Mississippi site is still carried as announced, not energized. as of 2026-08-14

Variance

not resolved

Said in 8-K EX-99.1 2025-12-11 (South Carolina sale closing), grade verified. Outcome from 8-K EX-99.1 2026-08-14 (Q2 2026 results), grade verified.

With planned mining capacity of 2.5MW expected to be added in Q2 or Q3 2025 and at least 40MW by Q2 2026, Greenidge expects to have a total near-term mining capacity of 161.5MW, excluding any future

Projected

161.5 MW of total near-term mining capacity, by 2026-06-30

Actual

Superseded by the pivot: at 2026-08-14 the company reports "We control 104 MW of existing energized capacity and have a 654 MW development pipeline across owned sites, including more than 100 MW of near-term AI/HPC opportunities"; the mining expansion is no longer the plan. as of 2026-08-14

Variance

-35.6%from 161.5 MW projected against 104 MW reported

Said in 8-K EX-99.1 2025-05-15 (Q1 2025 results, as Greenidge), grade verified. Outcome from 8-K EX-99.1 2026-08-14 (Q2 2026 results), grade verified.