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From the Internet to AI: The Infrastructure Reckoning

Keywords

AI, Business, CEO, Data Centers, Energy Grid, Investors, Renewable Computing

Listen now on Apple | Spotify | SimpleCast


In this first episode of the new Clean Integration limited series, Cybele Ramirez, Head of Marketing at Soluna, sits down with CEO John Belizaire to trace the arc of modern computing — from the early internet to Bitcoin to today’s AI boom — and unpack what most people miss.

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, John 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.