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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
Hit the like button, feel free to subscribe you guys. If you have any additional questions for the team at Soluna leave them in the comment section below!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]
By Anthony Power & Bryce McNallie4.5
22 ratings
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
Hit the like button, feel free to subscribe you guys. If you have any additional questions for the team at Soluna leave them in the comment section below!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]

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