EPISODE · Jan 17, 2026 · 25 MIN
Soluna Holdings - CEO John Belizaire Q&A - AI/HPC Updates for 2026!
from Power Analysis · host Anthony Power & Bryce McNallie
We explore how Soluna and Siemens plan to solve AI’s grid risk while scaling behind-the-meter data centers powered by wind. We also break down the MetroBlocks partnership, the CODI 2 expansion path to 300 MW, evolving reliability standards, and why time to power now leads.• Context on “Soluna 2.0” and 2025 milestones• The hidden grid problem from AI power swings• Why traditional UPS is not enough at scale• Project GRACE pilot design with Siemens• Behind-the-meter AI as a first-of-kind approach• MetroBlocks JV scope and roles• KATI 2 scaling via clustering to 300 MW• LOI progress, design packages and RFPs• Financing tied to leases and advisor support• Tier strategy, relaxed nines and speed• Convergence of compute and power markets• Bitcoin hosting as a parallel growth engineHit the like button, feel free to subscribe you guys. If you have any additional questions for the team at Soluna leave them in the comment section below!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
What this episode covers
We explore how Soluna and Siemens plan to solve AI’s grid risk while scaling behind-the-meter data centers powered by wind. We also break down the MetroBlocks partnership, the CODI 2 expansion path to 300 MW, evolving reliability standards, and why time to power now leads. • Context on “Soluna 2.0” and 2025 milestones • The hidden grid problem from AI power swings • Why traditional UPS is not enough at scale • Project GRACE pilot design with Siemens • Behind-the-meter AI as a first-of-kind a...
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Soluna Holdings - CEO John Belizaire Q&A - AI/HPC Updates for 2026!
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