Episode Details

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 engine

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