Why Hosting Is No Longer Plan B for Bitcoin Miners

Bitcoin mining is a performance business. Hash rate, uptime, energy cost — every variable compounds over time, and the operators who get those variables right are the ones still standing at the bottom of a cycle. At Soluna, we've built our infrastructure thesis around one conviction: that the companies controlling low-cost, reliable power behind the meter will define the next era of digital infrastructure. Not just for Bitcoin, but for computing broadly. We're joined by Leo Wang, Head of Capital Markets and Corporate Development at Canaan — one of the most recognized names in Bitcoin mining hardware. We recently announced a partnership at Project Dorothy, our wind-powered data center in Briscoe County, Texas. It's a deployment that puts roughly 1 exahash of next-generation mining capacity directly behind the meter on wind power — with the grid as a backup to maintain high uptime.  Learn more about our partnership with Canaan. Learn More To explore how Soluna is building renewable-powered infrastructure for Bitcoin and AI, visit:https://solunacomputing.com Read our latest blog, The AI Energy Wall and the End of Invisible Infrastructure, for a deeper look at why electricity is becoming the defining constraint of the AI era — and Soluna’s Renewable Computing solution. 

In this episode of Clean Integration, Soluna CEO John Belizaire sits down with Jamie McAvity, Founder and CEO of Cormint Data Systems, to talk about what really powers modern compute: infrastructure. From early missteps to a refined, infrastructure-first model, Jamie shares how Cormint is rethinking the design, build, and deployment of data centers. Together, John and Jamie break down why energy, not hardware, is quickly becoming the defining constraint in scaling AI and Bitcoin infrastructure. The conversation also dives into Soluna and Cormint’s collaboration on Project Kati 1, and what it reveals about the future of modular, renewable-powered data centers. In this episode, they cover: Why an “infrastructure-first” approach is critical to avoiding risk and building durable, scalable systems How zero-based design helps eliminate unnecessary complexity and accelerate deployment The strategic advantage of colocating with renewable energy, especially within ERCOT What Project Kati 1 reveals about the future of modular data center builds Learn More To explore how Soluna is building renewable-powered infrastructure for Bitcoin and AI, visit:https://solunacomputing.com Read our latest blog, The AI Energy Wall and the End of Invisible Infrastructure, for a deeper look at why electricity is becoming the defining constraint of the AI era — and Soluna’s Renewable Computing solution.  Learn more about our collaboration with Cormint. Join the conversation on LinkedIn and X @SolunaHoldings.

In the second episode of the new Clean Integration limited series, Cybele Ramirez, Head of Marketing at Soluna, sits down with CEO John Belizaire to zoom in on AI through the operator's perspective. In this episode, we challenge the common misconception that AI is a lightweight digital tool. From an operator’s perspective, AI behaves more like heavy industry than a typical cloud application. Join us as we break down why the physical constraints of power, cooling, and space are returning to the forefront of computing and how Soluna is building the "Renewable Computing" infrastructure required to support it. In this conversation, John reflects on: Software vs. Heavy Industry: Why AI is a physical manufacturing process for intelligence, not just "advanced code." Why dropping AI into legacy data centers creates "high-tech ovens" instead of efficient clusters. Comparing the energy use between Web Hosting, Bitcoin, and AI. Renewable Computing: The shift toward building infrastructure where power is abundant and scalable, rather than where demand sits. How Siemens and Metrobloks are helping Soluna modularize and stabilize the next generation of AI data centers. Did you enjoy this episode? This is only the start! Follow along in this series for more conversations on digital infrastructure and the future of renewable-powered computing. Learn More To explore how Soluna is building renewable-powered infrastructure for Bitcoin and AI, visit: https://solunacomputing.com Read our latest blog, The AI Energy Wall and the End of Invisible Infrastructure, for a deeper look at why electricity is becoming the defining constraint of the AI era — and Soluna’s Renewable Computing solution. Join the conversation on LinkedIn and X @SolunaHoldings.

In this episode of Clean Integration, Soluna CEO John Belizaire speaks with Metrobloks CEO Ernest Popescu about the joint venture to develop Project Kati 2, a 100+ MW AI and high-performance computing campus in Southeast Texas. They discuss how AI is reshaping data center development, why power access has become the industry’s biggest bottleneck, and what it takes to build AI-ready infrastructure designed for rapidly evolving workloads. Together, they discuss:  The partnership between Soluna and Metrobloks to develop Project Kati 2 Why power availability is now the primary constraint for AI infrastructure How AI workloads are changing where and how data centers are built What “AI-ready infrastructure” means for next-generation deployments Why speed to power and flexible design are becoming critical advantages Connect with Us: 💡 Learn more: solunacomputing.com 📧 Contact: [email protected] 🔗 Follow Soluna on LinkedIn and X @SolunaHoldings. 

Every major computing shift starts as a software story. But it quickly becomes an infrastructure story. The internet wasn’t just websites. It required fiber, routers, data centers, and entirely new industries. Bitcoin wasn’t just digital money. It required massive energy consumption and resilient computing environments. Now, AI is no longer just a chat interface. It’s becoming an industrial-scale intelligence utility, and it’s pushing the energy grid to its limits. In this conversation, Soluna's CEO, John Belizaire, reflects on: His first experience with the internet during the Mosaic browser era What the dot-com boom taught us about infrastructure bottlenecks Why AI is driving demand at a pace the grid was never designed to handle How energy, not chips, has become the real constraint Why Soluna started with Bitcoin intentionally How operating energy-intensive computing at scale prepared Soluna for AI What worries him about the current AI capital cycle Why this wave will trigger a global infrastructure upgrade The key insight: Power drives every economic boom in history. And AI is no exception. Soluna was built at the intersection of renewable energy and computing to solve a very specific problem — stranded renewable power. Bitcoin was the first workload that made the model viable. AI may be the largest. As John puts it, the primary product AI companies are buying today isn’t just compute. It’s speed to power. Did you enjoy this episode? This is only the start! Follow along in this series, where we’ll explore why AI behaves more like an industrial system than a software product, and what that means for infrastructure, grid design, and the future of renewable-powered computing. Learn More To explore how Soluna is building renewable-powered infrastructure for Bitcoin and AI, visit:https://solunacomputing.com Read our latest blog, The AI Energy Wall and the End of Invisible Infrastructure, for a deeper look at why electricity is becoming the defining constraint of the AI era — and Soluna’s Renewable Computing solution.  Join the conversation on LinkedIn and X @SolunaHoldings. 

Host and VP of Corporate Development at Soluna Phil Ng sits down with Soluna CEO John Belizaire and Generate Capital Principal Ryan Miller to unpack what their recent $100M milestone means for the future of Renewable Computing. Together, they discuss how this partnership came to life, why it matters for the clean energy transition, and what it signals for the next era of sustainable, high-performance data centers powering AI, Bitcoin, and beyond.Episode Highlights: How Soluna and Generate Capital are partnering to scale green data centers that turn wasted renewable energy into computing power.Why Project Kati — a 166 MW wind-powered site in Texas — represents Soluna’s largest and most ambitious development to date.How this $100M facility will accelerate Soluna’s 1 GW+ pipeline of renewable computing projects.The importance of aligning financial innovation with sustainable infrastructure.Why renewable energy is essential to meeting the growing demand for AI and high-performance computing.Join the Conversation:Have questions about Soluna or Renewable Computing? Ask us anything: bit.ly/asksolunaConnect with us: LinkedInTwitterYoutubeResourcesFor Investors

In this episode of Clean Integration, Soluna CEO John Belizaire sits down with Ethan Vera (CEO, Luxor Technologies), Christopher Gleeson (Customer Success Lead, Soluna), and Phil Ng (VP of Corporate Development, Soluna) to unpack a real-world case study that shows what’s possible when the right partners come together.We explore how Soluna and Luxor joined forces to help a capital-savvy miner scale their hashrate quickly, efficiently, and with minimal risk, delivering a truly turnkey solution that covered everything from ASIC procurement and financing to infrastructure, optimization, and operations.You’ll hear about:Why miners underestimate operational uptime and risk, and how to fix it.The role of Luxor’s hash rate forward sales in enabling rapid, non-dilutive expansion.How LuxOS firmware optimization delivered ~10% more efficiency.The power of aligning infrastructure, financing, and software into one cohesive strategy.Lessons for new and scaling miners on avoiding costly deployment mistakes.Predictions for 2030: decentralization, grid integration, and the rise of “intelligent mining.”Whether you’re a miner, investor, or just curious about where Bitcoin hosting is headed, this conversation is packed with insights on collaboration, execution, and scaling smarter.🔗 Read the full case study: https://www.solunacomputing.com/research/luxor-bitmine/Connect with Us:💡 Learn more: solunacomputing.com📧 Contact: [email protected]🔗 Follow Soluna on LinkedIn and X

CEO John Belizaire is joined by Soluna’s VP of Corporate Development, Phil Ng, and Customer Success Lead, Christopher Gleeson, to unpack the impact of the 2024 Bitcoin Halving, rising energy demand, and why miners are rethinking infrastructure. They discuss:✔ How top miners are scaling smarter and consolidating✔ Why power access is now a competitive advantage✔ The rise of hybrid strategies blending self-owned and hosted infrastructure✔ How Soluna’s ‘Relentless Stewardship’ delivers uptime, transparency, and trust✔ What’s ahead for Bitcoin infrastructure in 2026Whether you’re a miner, investor, or just Bitcoin-curious, this episode offers an insider look at the strategies driving the next wave of growth.Connect with Us:💡 Learn more: solunacomputing.com📧 Contact: [email protected]🔗 Follow Soluna on LinkedIn and X

In this episode of Clean Integration, host John Belizaire (CEO, Soluna) is joined by Dip Patel (CTO, Soluna) and Brian Cochrane (Head of Sales, Soluna Cloud) for a deep dive into the evolving landscape of AI compute infrastructure.Together, they unpack Soluna’s new AI Market Map—an ecosystem-level view of the players, opportunities, and bottlenecks shaping the future of AI compute. From the explosive growth of “neo clouds” to the challenges of energy demand and the looming threat of GPU scarcity, this conversation maps out where the industry is headed—and what it will take to build AI sustainably.Episode Highlights: What Soluna's AI Market Map reveals about the industry's structureThe rise of brokers, aggregators, and neo clouds—and why they matterHow legacy crypto infrastructure is powering the AI boomWhat AI customers really want—and where hyperscalers fall shortPredictions about consolidation, specialization, and masked complexityWhy renewable energy isn’t just part of the AI future—it is the AI futureLinks & Resources:View Soluna's AI Market Map here.Learn more about Soluna Cloud here.Join the Conversation:Have questions about Soluna Cloud or renewable computing? Ask us anything: bit.ly/asksolunaConnect with us: LinkedInTwitterYoutubeResourcesFor InvestorsFor AI Enterprises

In this episode of Clean Integration, Soluna CEO John Belizaire and CTO Dip Patel sit down with Professor Shaolei Ren from the University of California, Riverside, to discuss one of the most pressing challenges of AI today—its environmental footprint. Professor Ren’s research sits at the intersection of AI, sustainability, and environmental justice, exploring the hidden costs of AI’s water usage, energy consumption, and air pollution.With AI models growing exponentially in size, and data centers consuming unprecedented amounts of energy, this conversation dives into the tangible impact of AI on the environment, policy efforts to regulate AI’s resource consumption, and how innovative solutions—like co-located renewable-powered data centers—can help create a more sustainable future.Episode Highlights: The Rise of AI’s Energy and Water Demands: How AI's rapid adoption is driving massive increases in energy and water consumption.Policy & Regulation Updates: The latest legislative efforts to hold data centers accountable for their environmental impact.Hidden Costs of AI Growth: How AI-driven data centers contribute to regional air pollution and environmental inequities.The Case for Renewable Computing: Why co-locating AI infrastructure with renewable power plants is a crucial step toward sustainability.Health & Environmental Impacts: New research on how energy choices for AI computing affect human health and carbon emissions.The Future of AI & Sustainability: Why efficiency alone won’t be enough and what’s needed to align AI growth with global sustainability goals.Guest Speaker:Professor Shaolei Ren – Associate Professor, Electrical & Computer Engineering, UC RiversideLinks & Resources:Listent to Professor Ren’s first episode on Clean Integration here. Read Professor Ren’s latest research here. Join the Conversation:Have questions about Soluna Cloud or renewable computing? Ask us anything: bit.ly/asksolunaConnect with us: LinkedInTwitterYoutubeResourcesFor InvestorsFor AI Enterprises