About this episode

The episode features a discussion with Soluna Holdings CEO John Belizaire about the Kati 2 LOI and the company's strategic direction in the AI data center space.

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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