$VIP

Atlas Holdings, owner of Greenidge Generation, plans to pivot from Bitcoin mining to AI data centers. The company, facing financial troubles, seeks a $39.4M recapitalization. Greenidge, renamed Vulcan Infrastructure and Power, aims to convert its Dresden plant into a data center, pending regulatory approval. The deal would dilute existing shareholders' stakes.

Vulcan Infrastructure and Power (NASDAQ: VIP) published an investor presentation proposing a $39.4 million PIPE and up to 654 MW of AI/HPC-related capacity at owned sites. Proceeds would redeem $33.1 million of 8.50% notes due Oct 2026, cutting debt to about $3.7 million. VIP cites Dresden revenue of $22 million in 2025 and $20 million in 1H 2026.

Vulcan Infrastructure & Power Inc. (GREEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Vulcan Infrastructure and Power Reports Second Quarter 2026 Results Recently Announced $39.4 Million Strategic Investment Positions Vulcan to Accelerate Development of its Power and Digital Infrastructure Platform PITTSFORD, N.Y.—August 14, 2026-- Vulcan Infrastructure and Power

Greenidge Generation Holdings rebranded as Vulcan Infrastructure and Power, shifting from crypto mining to AI/HPC data center operations while continuing power generation at Dresden. Affiliates of Machine Investment Group and Atlas Holdings, plus investors including Conversant, plan a $39.4M strategic investment. Vulcan will redeem about $33M of 8.50% notes and change Nasdaq ticker from GREE to VIP.

Vulcan Infrastructure & Power Inc. (GREE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. gree-20260720 FALSE 0001844971 0001844971 2026-07-20 2026-07-20 0001844971 us-gaap:CommonClassAMember 2026-07-20 2026-07-20 0001844971 gree:SeniorNotesDue2026850Member 2026-07-20 2026-07-20 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________

Vulcan Infrastructure & Power Inc. (GREE) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.3 8 e665662_ex10-3.htm SUBSCRIPTION AGREEMENT between Conversant PIF Aggregator A LP “Purchaser” and Greenidge Generation Holdings Inc. “Issuer” Dated as of July 19, 2026 Table of Contents Page ARTICLE 1 PURCHASE AND SALE OF THE SHARES 1 1.1 Purchase and Sale of the Shares.

Atlas Capital GP LP filed a Schedule 13D/A saying it holds 4,185,381 Greenidge Generation (NASDAQ: GREE) Class A shares on an as-converted basis, equal to 23.1% of the class after a July 6 issuance of 114,199 shares valued at $161,820. The update follows an Equity Interest Payment Agreement and reflects a higher share count but lower percentage due to increased shares outstanding.

Greenidge Generation Holdings Inc. (GREE) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. gree-20260624 FALSE 0001844971 0001844971 2026-06-24 2026-06-24 0001844971 us-gaap:CommonClassAMember 2026-06-24 2026-06-24 0001844971 gree:SeniorNotesDue2026850Member 2026-06-24 2026-06-24 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________

New York lawmakers, led by Assemblymember Anna Kelles, have proposed a three-year moratorium on energy-intensive “proof-of-work” crypto mining, citing environmental concerns after a New York Focus investigation into Greenidge Generation’s Seneca Lake operations. Greenidge plans to expand from 19 MW to 85 MW in Dresden and 500 MW by 2025. The bill faces potential opposition as hedge funds including Renaissance Technologies and others build crypto stakes.

Greenidge Generation Holdings Inc. reported a Q1 2026 net loss of $4.6 million, an improvement from $5.6 million a year prior, with total revenue up 8% to $20.8 million, largely driven by a 103% increase in power and capacity revenue. However, datacenter hosting revenue and cryptocurrency mining revenue decreased significantly. The company is facing substantial doubt about its ability to continue as a going concern due to high debt ($42.3 million) including $36.7 million in Senior Notes due October 2026, and insufficient liquidity to cover near-term debt obligations without strategic actions.