Episode Details

We sit down with Soluna’s CEO to map the fastest path from renewable energy to reliable AI compute. We cover behind-the-meter design, clustering larger campuses, batteries as precision tools, and a pragmatic plan to finance and de-risk growth in ERCOT.

• behind-the-meter interconnects shorten time to power
• clustering nearby wind and solar to build 300 MW+ campuses
• batteries for smoothing, ride-through, and grid services where valuable
• engineered uptime via grid firming, on-site resources, and controls
• standardized design blocks to reduce bespoke risk
• risk focus on execution, supply chain, and tenant credit
• diversification between Bitcoin flexibility and steadier AI margins
• ERCOT upgrades, curtailment realities, and grid citizenship
• capital stack blending project debt, equity, and customer structures
• Maestro OS as a strategic orchestration advantage

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