

Power Analysis
Soluna Holdings - CEO John Belizaire Q&A - AI/HPC Updates for 2026!
Jan 17, 2026
25:55
S1 · E487
-(0)
About this episode
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...
Comments
Rate this episode
Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg