Clean Integration

Mapping the AI Computing Industry

Episode Summary

How do we sustainably power the AI revolution? Join Soluna's team as they break down Soluna’s AI Market Map—a visual framework of the emerging AI compute supply chain.

Episode Notes

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 structure
The rise of brokers, aggregators, and neo clouds—and why they matter
How legacy crypto infrastructure is powering the AI boom
What AI customers really want—and where hyperscalers fall short
Predictions about consolidation, specialization, and masked complexity
Why renewable energy isn’t just part of the AI future—it is the AI future

Links & Resources:

View Soluna's AI Market Map here.
Learn more about Soluna Cloud here.

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