Jake Zekauski's questions to Airjoule Technologies Corp (AIRJ) leadership • Q2 2025
Question
Jake Zekauski of Alliance Resource Partners sought additional details on the MOU with a hyperscale data center developer, asking about the path to a definitive agreement. He also questioned how AirDrill is managing potential supply chain impacts from tariffs.
Answer
Executive Chairman Pat Eilers addressed the hyperscaler MOU, stating it's a near-term opportunity to use waste heat from compute for data center cooling needs. CEO Matt Joar responded on tariffs, explaining that the company has flexibility in sourcing components from various suppliers, including domestic ones, and has not yet locked in pricing or vendors, which mitigates risk ahead of the 2026 commercialization.