03 · FAQ

Frequently asked.Fully answered.

Seven questions. Seven direct answers. Read in any order—or read straight through.

The system
01

What is the difference between Mode I and Mode II?

Two operating modes, one infrastructure.

Mode I · Base Load. 10–15% of capacity is contractually secured under long-term agreements. Stable, predictable cash flow — the financial floor under our operations.

Mode II · Surplus Capture. The remaining capacity captures stranded energy in milliseconds. When wind or solar production exceeds demand, the Aerion AI Operator routes workload to those sites instantly — turning waste into output.

— Mode I anchors the economics. Mode II creates the alpha.

02

Why the 2026–2028 window of opportunity?

Three structural developments overlap during this window:

Curtailment is rising. Negative price hours in Europe exceeded 575 in 2025 alone. Wind and solar are increasingly produced — and increasingly thrown away.

Support schemes expire. §51 EEG (Germany), CfD AR7 (UK), the OBBB Act (US) and the RET (Australia) all tighten or end between 2026 and 2030. Plant operators face structural revenue gaps.

Transmission relief arrives after 2028. SuedLink, SunZia, Marinus Link and Eastern Green Link begin closing the gap — and with them, the arbitrage narrows.

Six jurisdictions, one overlapping window. The infrastructure that establishes itself between 2026 and 2028 will define the standard for the next decade.

The model
03

How is on-site performance verified?

Every site reports live telemetry — energy production, grid signals and hardware output. The network expands only against verifiable, on-site performance, not calendar time.

Capacity with no real output stays idle. Expansion is power-based, not time-based — every unit added represents real, measurable energy-to-compute work, documented and verified in real time. Growth stays tied directly to infrastructure productivity rather than promises.

— No performance, no expansion.

04

What exactly does Aerion offer?

Access to a working system. Aerion offers structural access to energy infrastructure — capacity at the source, priority usage rights, and real-time routing of every surplus kilowatt to its highest-value output.

The value is functional: the ability to put otherwise-wasted power to work, documented and verified in real time. Demand reflects use of the underlying system — not a promise from us.

The network
05

Where is Aerion built and operated?

Aerion is engineered and operated from Lower Saxony, Germany, with its first pilot site integrated into a working wind turbine — four compute units live in production.

The architecture is hardware-agnostic and deployable anywhere renewable power lands. It is designed to replicate across the EU, UK, AU and US as more sites onboard.

06

Who are Aerion's partners?

Aerion onboards three kinds of partner:

— Energy companies and independent wind, solar and biogas operators
— Municipal utilities seeking higher-value use of curtailed power
— AI labs, hyperscalers and HPC users accessing compute at the source

Access to sites is slow, local and trust-based. Every integration deepens a moat of data and relationships that capital alone cannot jump.

The risks
07

What are the main risks?

We are transparent about the principal risks:

Regulatory risk. Energy and grid law continues to evolve across jurisdictions (EEG, CfD, IRA, RET). New requirements may affect site economics, distribution or operational practices.

Market risk. Operations depend on energy pricing, electricity-market dynamics and the pace of green-energy build-out.

Technological risk. Hardware availability, grid connection timelines and partner reliability can affect rollout speed.

Adoption risk. Market acceptance from operators and partners may be slower than expected, affecting the pace of multi-site scaling.

We document these openly rather than hide them — because the system is real, and so are its constraints.