

Power Analysis
Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire!
Jul 17, 2026
58:59
S1 · E626
-(0)
About this episode
We sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also dig into execution hiring, why owning generation changes everything in ERCOT, and how Soluna thinks about the long game where power and compute converge. • Kati 2 LOI details and what “exclusivity” unlocks • Targeting a 100MW Phase 1 lease footprint and design align...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg