John Belizaire on Renewably Powered Artificial Intelligence

John Belizaire heads up a company called Soluna. It's business model is to tap curtailed renewable capacity -- wind and solar -- and to use this previously wasted energy to power data centers. John explains that 30 - 40% of all wind and solar farms is curtailed... essentially "stranded " capacity. By utilizing this renewable energy is it monetized... boosting the economics of the renewables while powering data centers with green energy.

John, a self-decribed nerd in his youth growing up in Brooklyn, New York, was always at the cutting-edge of computers, even as a young man selling floppy discs in school while others were selling magazines and running newspaper routes. He then went on to Cornell University where he earned two degrees in Computer Science. He then followed that up with an MBA fron the Wharton School at University of Pennsylvania. That was followed up by a career that began in finance... prior to tapping into the convergence of the megatrends of renewable power generation and artificial intelligence. 

The notion of co-locating data centers with renewable facilities first occurred to John when he was visiting a project in Morroco, Africa. How could excess wind there be used? At the time, block chaining and bitcoin mining was on the rise, and there were -- and still are major concerns with the electricity required for these functions. Now most of John's 800 MW of data centers is used for regenerative AI. Instead of building and repowering massive power plants - even nuclear installations -- for data centers, John envisions a future in which data centers are distributed. Soluna has found a logical niche... one which is green in both ways... both in power generation and in data center applications.

Flanigan's Eco-Logic
Episode 226
July 7, 2025

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